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09/09/1999 - Special I" ~ ~. ~ '. ~,'., . , I' ,~ ' , . . ~ . . C.' ,.1' :' . " I', , r , :. "', "~',,'.;'~ -T ~',:' '. .', ,. '.' ,.", ., Agenda: 9-9-99 0373 , , . ' .' '" . " .: -' .:: ' ,t..;: , .' ~ ., ' , " . '~". : ' ,'__ .' ',; i' v. . , . _ " . .,." : ,~,_L f"~,; ,;' ,. .' City Commission Special W orksession 9-9-99 minutes named: msw0999 Cd7if , , \' , ' ~ .' . , . . . . I ,', l ~ '..,' , " . ~ . \' . , ,,' , . . { . ',' . ' " . , . "I''' """'tc "- ., Commission Policy Review Agenda September 9, 1999 I. Introduction a. Charter Provisions b. Expectations II. Review of Commission Rules of Procedure III. Policy Review IV. Set Additional Meetings (if needed) V. Adjourn ~ ....::1..-.- ',. u.. o >- I- u ONE CITY. ONE FUTURE. City Attorney's Office Memorandum TO: Honorable Mayor and City Commissioners FROM: Pamela K. Akin, City Attomey RE: Charter Provisions DATE: September 9,1999 ARTICLE II. lEGISLATIVE POWER Section 2.01. Commission; composition; powers. (b) Powers. All legislative power of the city shall be vested in the commission, except as otherwise provided by law or the provisions of this charter, and the commission shall provide for the exercise thereof and for the performance of all duties and obligations imposed upon the city by law. (c) Duties. It shall be the duty of the commission to discharge the obligations and responsibilities imposed upon the commission by state law, city ordinance and this charter. As a part of the discharge of its duty, the commission shall: 1. Each October, evaluate the performance of the city manager and city attorney, recognizing areas of exceptional perfonnance as well as areas of in which performance can be improved. The evaluation process shall be determined by the commission. The results of the evaluation shall be reported to the citizens of the city. 2. Adopt by ordinance a comprehensive system of fiscal management. TIle fiscal management ordinance shall include provisions relating to the operating budget. capital budget and capital program. providing for hearings on the budget, capital budget and capital program and the amendment of the budget following adoption. [1- - _ .__"1 3. Provide for an annual or more frequent independent audit of all city accounts by a firm of certified public accountants. No firm shall be employed for more than five consecutive years. All audits shall be in accordance with law. " ARTICLE III. ADMINISTRATION Section 3.01. City manager. The city manager shall serve as the chief administrative officer and chief executive officer of the city. The city manager shall be appointed on the basis of administrative qualifications. experience. and training. The city manager need not be a resident of the city or state at the time of appointment, but shall establish residency within the city within one year after the appointment. The city manager shall be responsible to the commission for all city administrative affairs. Section 3.03. Powers and duties of the city manager. The city manager shall: (a) Appoint and suspend, demote. or remove any city employees or appointive administrative officers under the city manager's jurisdiction. except as may be otherwise provided by law. Such appointment, suspension, demotion, or removal shall be in compliance with the civil service law and other applicable rules and regulations. (b) Establish or discontinue any department, division or board in the administrative affairs of the city, subject to commission approval. , (c) Attend commission meetings and. ;have the right to take part in discussion, but not to vote. ' (d) See to the faithful executive of all laws, provisions of this charter, and acts of the commission subject to enforcement by the city manager or officers subject to the city manager's supervision. (e) Prepare and submit to the commission in the fonn provided by ordinance, the annual budget, a capital improvement budget. and a projected capita: improvement program for a minimum five-year period. (f) Submit to the commission at the first regular meeting in September of each year and make available to the public a comprehensive report on the financial and administrative activities of the city. (g) Make such other reports as the commiSSIon may require concerning the operations of city departments, offices and agencies subject to the city manager's supervision. (h) Keep the commission fully advised as to the financial condition and future needs of the city and make recommendations to the commission concerning the affairs of the city. (i) Sign contracts on behalf of the city pursuant to the provisions of appropriations ordinances. , . .,~.. " , . I ~.~." .:" .~. ~ ~ -. < \ " ,_ I., f.. ;, . : '.' ~ . . i " '. . " . <. .'~ ,', .'" ',~.'~': "-'.',~.".":' .."" . (j) Develop and keep current an administrative code which sets forth the organizational and operational procedures of the city govemment. (k) Provide administrative assistance to the commission in connection with their official duties, and perfonn such other duties as are specified in this charter or may be required by the commission. (I) Act as purchasing agent for the city. (Ord. No. 6375-99, S 2, 1-21-99/3-9-99) PKA:jmp Copy to: Michael J. Roberto, City Manager , " .,", , - 4"' . . '. .. ~,' '. ( .. f . ' ..'.~" _ '.' ~~.., . .. .... ,..;..., " ..... .' ;.\.~...' _, " COMMISSION RULES RULE 1 SCHEDULING COMMISSION MEETINGS/WORK SESSION AGENDAS (rev. and renumbered 10.17-96) (1) The City Commission shall meet on the first and third Thursdays of each month at 6:00 p.m. in its chamber. However, in JuIV, the City Commission shall hold one regular night meeting on the third Thursday of the month. There will be no regular meeting on the third Thursday of December or the first Thursday of January. The Commission will make this determination at the time the annual meeting calendar is being compiled. c-. (2) Except as may be rescheduled from time to time when necessary due to conflict, a work session shall be held at 9:00 a.m. on the first working day of the Commission meeting week. Work sessions are primarily designed for information gathering and guidance, and no formal Commission decision approving or disapproving an agenda item or items scheduled for public hearing may be made. No public input will be accepted at work sessions. Only items on the work session agenda will be discussed. Items not on the agenda may be brought up by the Commission or staff during the work session asking they be scheduled for subsequent meetings or work sessions. (3) Community meetings will be scheduled as requested by the Commission. RULE 2 REQUIREMENTS fOR QUORUM (renumbered 10-17-96) A quorum for the transaction of business by the City Commission shall consist of three (3) Commissioners. RULE 3 MANDATORY MEETING ATTENDANCE FOR CITY OFFICIALS (rev. and renumbered 10-17-96) The City officials whose regular attendance shall be required during tho sittings of the Clommission shall be the City Clerk, City Manager and City Attorney or their substitutes. (~ s:\res\rules.com revised 10.17-96 RULE 4 DUTIES AND RESPONSIBiliTIES OF .CHAIR- (rev. and renumbered 10.17.96) The Mayor-Commissioner shall be the presiding officer of the City Commission, and shall be referred to as the "Chair. when sitting in that capacity. In case of the absence of the Mayor-Commissioner, the Vice Mayor shall assume those responsibilities, and if both are absent, the senior Commissioner in years of service shall preside. The Chair shall preserve order. The Chair may call to order any' member of the Commission who shall violate any of the rules; and shall decide all questions of order, subject to a majority vote on a motion to appeal. The Chair shall recognize all Commissioners who seek the floor under correct procedure. The Chair shall not make or second a motion. RULE 5 DUTIES OF VICE..MA VOR IN ABSENCE OF MAYOR-COMMISSIONER (renumbered 10-11-96) Pursuant to Charter section 2.05, "the vice-mayor shall act as mayor-commissioner during the absence or inability of the mayor-commissioner to perform the duties of the office of the mayor.. For the purpose of that section, the mayor-commissioner shall be considered absent if there are duties of the office which must be performed and the mayor-commissioner is not present and able to perform them. RULE 6 ORDER OF BUSINESS (rev. and renumbered 10-17-96) (1 ) The order of business for a regular meeting shall ordinarily be: A. Invocation. B. Pledge. C. Special recognitions and awards. D. Minutes of previous meetings. E. Citizens to be heard regarding items not on agenda. Each speaker will be asked to give their name and address and to limit their comments to a maximum of three minutes. 2 I :\res\rute s. com revised 10-17.96 (" \~ I t <, ~ ."-.... \ , "'.......... (-.. (-' . F. Public hearings (not before 6:00 p.m.) legislative and administrative matters: 1. Presentation of Issues by City staff. 2. Statement of case by applicant or representative (5 minutes). 3. Commission questions. 4. Comments In support and comments ;n opposition, whether as an Individual or 8S a spokesperson for a group (3 minutes). 6. Commission questions. 6. Final rebuttal by applicant or representative (5 minutes). 7. Commission motion to determine disposition. Quasi-judicial Hearings (those giving testimony wilt be sworn-in): 1. Staff states its recommendation and briefly summarizes its reasons for the recommendation (2 minutes). 2. Applicant presents case, including its testimony and exhibits. Witness may be cross-examined (15 minutes). 3. Staff presents further evidence. May be cross-examined (10 minutes) . 4. Public commp.nt (3 minutes per speaker). 5. City Commission discussion, and may question any witness. 6. Applicant may call witnesses in rebuttal (5 rninutes). 7. Conclusion by applicant (3 minutes). 8. Decision. All time limits may be extended upon request, and upon approval of request by majority of City Commission. G. Special items of widespread public interest. H. City Manager reports. I. City Attorney reports. J. Commission Discussion Items. K. Other Commission action. (2) Agenda items, other than public hearings, will be presented by staff followed by questions by the Commission, public imput, discussion by the Commission, a motion and second , then debate on the motion. (3) Persons speaking before the City Commission at times other than public hearings shall be limited to three minutes per speaker. No person shall speak more than once on the same subject at the same meeting unless granted permission by the City Commission. VVhen time limits are set for speakers, unused time cannot be passed from one speaker to another. 3 s:\res\rulcs.com revised 10.17.96 ~ , 1 . ,I' " , . . '~. 'r ,,' . ' ," ,: '. ." . ' " , . . ,:>(. ,';' ~ ,. ) ~ RULE 7 AGENDAIEXPENDITURE OF FUNDSI WAIVER OR CHANGE OF RULES (rev. and renumbered 10-17.96) ( (A) The City Manager, City At1orney, or any Commissioner may agenda an item. Any citizen may request 8 Commissioner to agenda an item, even though staff has assured petitioner that adverse action may result. The Chair cannot depart from the prescribed agenda but the Commission may do so by 8 majority vote or by consensus in response to a suggestion from the Chair. Continuance may be granted by a majority vote of the Commission upon the motion of any Commissioner. The public will be anowed to speak on an item to be continued if that item is an advertised public hearing, but no other action shan be taken. (B) Except for items advertised for public hearing, items may be removed from the agenda. Additional items may be added upon not less than 72 hours notice by a Commissioner to the City Manager; provided, that emergency items may be added to the agenda by the City Manager or City Attorney without prior notice. The agenda may be reordered. (C) Any expenditure of funds reqUirinG commission action must be on the agenda, with appropriate support material. No action may be taken on expenditures not on the agenda unless the Commission determines by the affirmative vote of a majority plus one to permit action to be taken. ( (0) The rules may be waived or changed only upon the affirmative vote of a majority plus one. RULE 8 DEBATE OF MOTIONSITIE VOTES (rev. 12.2.93; rev. and renumbered 10.17.96) Any member of the Commission making a moti~n or second shall address the Chair and await recognition before speaking. The Chair must recognize any person who seeks the floor while entitled to it. The person making the motion is entitled to the floor first for debate. No one is entitled to the floor a second time on the same motion as long as any other member who has not spoken on the issue desires the floor. When a motion is made and seconded, it shan be stated by the Chair before any debate shall be in order. All questions shall be stated and put by the Chair, and the Chair shall declare all votes. \'..: 4 1:\1es\rules.com revised 10.17.96 . "" > .,' I " > " "." , ,".'! ,J ;"\; . ;"-- For a member to discuss 8 matter while no motion 18 pending requires pormlsslon from the Commission. Motions and any amendment. can be withdrawn or modified by the maker at any time prior to the Chair stating the question on the motion; after that timo, the permission of the Commission majority must be obtained. The Chair cannot close debate 8S long 8S anv member who has not exhausted his right to debate desires the floor. \~...."'... . A tie vote shall constitute a continuance of the item to the next regularly scheduled meeting, but upon a tie vote on the same item at the next meeting, the item shall not be rescheduled except upon the request of the City Manager, the City Attorney, or a Commissioner. RULE 9 NON-DEBATABLE MOTIONS (renumbered 10-17-96) The following motions are not debatable: To adjourn; To lay on the table; To take from the table. c RULE 10 RECONSIDERATION (rev. and renumbered 10-17-96) Any member of the Commission who voted with the prevailing side may move a reconsideration of any action of the whole Commission provided that the motion be made at the same meeting at which the action was taken. A motion to reconsider shall be in order at any time (during the meeting at which the action was taken) except when a motion on some other subject is pending. No motion to reconsider shall be made more than once on any subject or matter at the same meeting. RULE 11 RESCISSION OF COMMISSION ACTION (renumbered 10.17.96) Commission action may be rescinded by a majority vote. The motion maybe made by any Commissioner. ( '. s .:\tes\rutes.COrn revi!>ed 10.17.96 l ' " . 1 {. ' ~ - I, '. ,f ,. _ . RULE 12 BREAKS/RECESSES (rev. and renumbered 10-1 "7-96) C"' ',. '-. The Commission shall, at the direction of the Chair, take a break 8pproxfmatelv every two hours, and may recess for meals, if the members of the City Commission agree by their vote. Any Commissioner may make 8 motion for 8 recess for an appropriate reason. AULE 13 COMMISSION MINUTES (rev. and renumbered 10-17-96) Copies of the minutes of regular meetings shall be furnished, when possible, at least seven days prior to the next meeting. Such minutes shall stand confirmed at the regular meeting of the Commission without the reading thereof in open meeting unless some inaccuracy or error be pointed out by some member of the Commission present, and in such avent, an appropriate correction shall be made. Upon request, the City Manager will cause the City Clerk to provide any Commissioner with transcribed excerpts of tapes of City Commission meetings. ( RULE 14 RULES OF ORDER (renumbered 10-17-96) Except as provided herein, or as may be required by Florida law or the City Charter, the rules of the City Commission for the conduct of its business shall be as provided in the most recent edition of Robert's Rules of Order. I 6 s:\res\rules.com revised 10-17-96 . . . , ..." . . ~,. . ~ ' -.:, " -.... , ' ;', . . COMMISSION RULES RESOLUTIONS . - " , .' Resolution No. Date Adopted 77-44 5-12-77 77-129 11-23-77 78-65 6-01-78 80-62 5-15-80 80-1 01 9-19-80 80-118 11-06-80 81-32 4-16-81 81-92 8-06-81 82..33 4-01-82 82-36 4-15-82 82-115 12-16-82 82-119 12-16-82 83-42 4-07-83 83-75 7-07-83 S 5-47 6-20-85 86-18 2-20-86 86-30 5-01-86 ( 88-61 12-01-88 89-21 4-20-89 92-79 12-17-92 93-04 '-07 -93 93-44 7-01-93 93-45 7-01-93 93-75 12-02-93 94-8 1-03-94 94-16 1-31-94 94-31 4-21-94 94-67 8-15-94 94-74 9-15-94 95-16 2-02-95 95-35 3-16-95 95-77 10-05-95 96-11 '-18-96 96-68 10-17-96 7 1:\res\Nles.com revised 1()'17.96 '., ,< ~ '.. " r "'. . '." "f " . ' , b- , . : _ . CLEARWATER CITY COMMISSION' PROPOSED Policy Statement General Topic Subject: Date Adopted: Commission Vice-Mayor Amends: Rescinds: Reference: 4/12/99 Worksession Statement: Beginning in April 2000. the appointment of Vice-Mayor will rotate annually among the City Commission seats in the following order: Seat NO.2 - Year 2000: Seat NO.3 - Year 2001: etc. An individual may decline the appointment. in which case, the appointee shall rotate to the next seat. ~. '. , ~ , ", . ill ,_ CITY OF CLEARWATER CONSULTANT POLICY TO: FROM: City Commission DII411 Mayor Brian Aungst The City Manager has sole discretion of hiring consultants whose annual contracts do not exceed $25,000, and we reaffmn this discretion. We ask the City Manager to exercise caution and all possible restraint against overusing this under-$25,OOO procedure. We require the City Manager to. track consultant contracts to allow real-time examination of where our consulting dollars are going and their total. To this end, we ask that each month, a report be made to the Qearwater Gty Commission detailing each consultant currently working for the, the amount of their contract and a synopsis . of their scope of wolk.. This tracking of contracts will be shown on the monthly . prOject report. . , ....... . (0' . . ( ~ , .,' . I .' . . . . I .' ,.;~ , CITY COMMISSION POLICIES TABLE OF CONTENTS Boards/Committees BO-l Service on Advisory Board and Ad Hoc Committee - page 1 BO-2 Invitation to Advisory Board Dinner - page 2 BO-3 Fiscal Review Committee Terms - page 3 BO-4 Deleted 8/15/96 BO-5 Deleted 8/15/96 80-6 City Representatives on Non-City Boards; terms and reports - page 4 80-7 Special Request by Advisory Boards - page 5 80-8 Representative Balance on boards - page 6 80-9 Non-Board Business Functions - Sunshine Law - page 7 BO-l0 Input to Other Boards/Committees - page 8 BO-11 Advisory Board Letterhead - page 9 BO-12 Report of input to Advisory Board to City Commission - page 10 80-13 Campaign Material during Meetings - page 10. 1 . BudQet BG-1 Special Event Fees - page 11 BG-2 Deleted 8/15/96 BG-3 Deleted 8/1 5/96 BG-4 General Fund Unappropriated Retained Earnings - page 12 BG-S Balance of Funds other than General Fund - page 1 3 BG-6 Lease Purchase of Major Capital Acquisitions - page 14 BG-7 Deleted 8/1 5/96 BG-8 10 year Road resurfacing cycle - page 15 BG-9 Deleted 8/1 5/96 BG-10 Funding for PACT - page 16 BG- 1 1 Administrative & service charges from Proprietary (Enterprise) Funds - page 17 BG-12 Utility Transfer Payment - page 18 BG-13 Interfund Administrative Charge - page 19 BG-14 Interfund Other Service Charges - page 20 BG-15 Deleted 8/1 5/96 BG-16 Financial Support to Social Service Agencies - page 21 BG-17 CRA Contribution to General Fund - page 22 BG-18 Health Insurance Stabiliza.tion Fund - page 23 BG-19 Filling position of retired employees still on payroll - page 24 BG-20 Pilot/Seed Programs - time of duration - page 25 BG-21 Review of Rate Schedules - page 26 BG-22 Review of Annual Financial Audit - page 27 "; < ' ><.. ". " ,,"1"', .:;', :.1 _ ,'i~,. :.~ . :,.' ",\ ,..,:: (,~":;,,) ! ;', .. '\;. .'. ,"''':\/ ',:,,:-' ) ":''',',: ,,':-: t '., " ',' ~..\: ':- ';.-' - -,,<'.'I' r, _ ":,'~/, ,< :'.',:1 J, < 1 >".,:"~-" -/ .'. " ,...... ",' '.', ""//11"/' .'\ ,. ...!, '.,",- \ ,', " .1.'''.-'\,,/ \. \1 I J.I,_.\t~. 'I ( "1 ..,. \ .: ...' ,'~' "~.J. <. /.,' .- '. \'. \\, I ~ . ,,^...,' '\ >: ~ ,~ v '. ,,( ,. ,'I . . '\ 1/ ' "'f...". , ~ l' ',' . , I . (.. .'., '\'/" I ". / ~ \ ". ; '.1 r../ I ~. ,/ '. 'i '.: 1'" '/'" . . .~. .;' , ..."(' ,/ \' I \ /f ", 1\ , . ~"\~I~.' . " ., ' ",-,1,1, ..' '~'II"~ I.'" . . /., \.' ",' ~ ':-' ',',,' ,.;.... 1'" \ ;...,1'.\1\ j4.",,:, "':' '\ "j' /". I.', .,1', /,). ,/. ,., i\.r '/1' '..... i . 11..,' ,\~, .~\_..,- \,........ I'I} ,', '11'1/', If i'~' (,"'ti", ' " l.... /' I,' , J., !. I" ~ .. L.....'. ~ ,., .. ~ .' " f, \\ I,. ",I. I . - ~ ".' , \ . ....... . \ . ,.... - , " _'.' , ,\ " ' .. , 0( .. \' , .;.. ' . CITY COMMISSION POLICIES TABLE OF CONTENTS - Page 2 (continued) (. City Commission CC-' Departing Commissioners' Gifts - page 28 CC-2 Commission Travel - page 29 CC-3 Deleted 8/15/96 CC-4Participation in Fund Raisers - page 30 CC-5 Citizen Inquiries - Responses - page 31 CC-6 Staff Projects - 8 hour rule - page 32 CC-7 Deleted 8/15/96 CC-B Resolutions - majority agreement to prepare - page 33 CC-9 Annual Dinners - newly elected members invited. page 34 CC-10 Proclamations - fOT whom prepared - page 35 CC-11 Deleted 8/15/96 CC-1 2 Deleted 8/1 5/96 CC-13 Representation on Boards - taking positions - page 36 CC-14 Televising Commission meetings - page 37 CC-15 Information available to public & press - page 38 CC-16 Distribution of Commission mail - pages 39 & 40 CC-17 Strategic Planning - page 41 City Emplovees ( CE-' Participating in Auctions - page 42 General Administration GA-' Application Fee Waivers - page 43 (amended 6/6/97) GA-2 Deleted 8/1 5/96 GA-3 Deleted 8/1 5/96 GA-4 Sparkling Clearwater - page 44 GA-5 Drew Street Banner - page 45 GA-6 Fire Lanes - enforcement by Fire personnel - page 46 GA-7 Payment of Copyright Fees - page 47 GA-8 Renewal of leases & agreements - time frame - page 48 GA-9 Deleted 8/1 5/96 GA-' 0 Deleted 8/1 5/96 GA-11 Stationery - one form - page 49 GA-' 2 Welcome letters upon Annexation - page 50 GA-13 Citizens to be Heard Responses - page 51 GA-14 Special Event Street Closure Limitation - page 52 GA-15 Investment - pages 52. 1 through 52.6 , \ , \ \ ' , "',' r /f '. \, " ~ "/' ' , \ " ' y I ' ~ ..' . I, , , \ \' I .. \ ," , _ I 1\ _/ ~ . \ J I I "," t \ 'I ", \" \ " I J J \ I .' , 1",'" .' ," ' ,.. '. I' I , , ..\ :/':' ',' " ..." ......j'/~ - 1\.,,;, I :\: .~\. \. '.' ,/i ..y,': I. \ ,/ ;"'~ _.\"" ,':','.. I ..."" I', . ''1.'' ..,; 4 ',.. ~"," , I /~. " , ,::' ,,/1 \ /' " \, ' , ,,' , '.' I ,'<., f'-I i \ ," " '\ \ /. ,\', ' \. '. \ \ ' , '!~"" . , \' , r -I ~' I 1 '[' '- ,. /.' ,\,. / : . ;,".,.' / \:"',' . \ I' \ ,. -, " -. .', ' ",' ,I /' . \ I "I ' . I . \,' /' \ lot. / . 'I " , r "- I 1 j ':.~.~., \"f I ,''''', /{\'\,.,,; "{" ,/ ,'iV. :""'.,I~.'\.' ',""f.,.,' "':'/ II: ....'.,.. ,,/~..\ ,/' "'. I'.{ ,l" ,\/~,:,u", ,\"'i.\,II, I,'~""'~'t' ,(,.".~.... I, '.'~ . ,. ,'}, : --'..; 'I . I .. / ',\ / . '. I, I ' '." . "y'."'O. "\ . . ,.,. /.... , ..' ...... \ / " ' \ t" 'I '>)' . , , .J _ __ . ~ . '. ... , ' ' . .." " '.II::-' __ ( f -" , .. _ . " f I ... , ...., .. ' . . _' __.' ........ I .' J 1', _ . . H ~ ..' f ,. . 11II I' " ) . ~ .' , . "".... ~ ~ '. . CITY COMMISSION POLICIES TABLE OF CONTENTS ~ Page 3 (continued) Land Development LD~ 1 Street Vendors ~ page 53 LD~2 Annexation Agreements - Administrative approval - page 54 LD~3 Subdivision Monuments - page 55 LD~4 Petitions for Annexation - contiguous parcels - page 56 LD~5 Site Plan/Ordinance Pending - page 57 LD-6 Scenic Corridors - support of - page 58 LD~7 Easements - US19 - page 59 LD-8 Variance to RPD Projects - page 60 LD-9 Deleted 8/1 5/96 LD~ 10 Deleted 8/1 5/96 LD~ 11 Landscaping of City Roads - page 61 LD-12 Parks & Recreation Card to Annexing Property - page 62 LD-1 3 Subdivision of Property - signs permitted - page 63 LD-14 Mobile Home Park Conversions - page 63.1 & 63.2 Legal C'- LG~ 1 Case Reports - page 64 LG~2 Deleted 8/15/96 LG-3 Deleted 8/1 5/96 Leisure LI-1 Marina Slip Rental Fees - page 65 LI-2 Marina Parking - page 66 L1-3 Deleted 7/20/95 L1-4 Holiday Decorations ~ where installed ~ page 67 L1-5 Amending Rental Fees - notification to Commission - page 68 LI-6 Marina Building Rentals - page 69 (' I. ' \, ' II' , -', I \' ,\" I, " \' I I . I' , / \ "', \ .... / ~, .' ~. \ '( / i',\Jf' '" 'jf-,. ,..,'...1, . \.. '. ", / \" . \ _', '\\ j\ I / ".., . ~ ,.. '\ . -t. . , ~,a t 1:..,/ \. '. ' ~., ,~ . " ~: <. ..,.:',/ . I "1.,'/,, \.. ~ '. J ./" /..., .- ~; \ ,." '. ~ \, .,' .: I ,.t. , 'v '\ " , '.I~,,\, ." \ I '. I.; ',..' " ,',:" ',," \ {, \ / .,1 1\'" \' \ /,' I.' '.' .,", ,,\ ,,', .... , .. . . I " " , I' I .'" r.."'" , ,i } ,'... I, " .... ' \ 1 ( .' t . I' "'. . I' '. \. I I \ , \., \l ' ^ /,l ~ . f . \. \ f, " " '!: I . ~ - .~ \ I ., 'I .. " / I' ',"" , '.... .' .....,.'. " I - ",,'1 . , " / \ \ . (\,....~. " ..,...."/' " '/-. .....?,../O., .\.:/~~' I,-'..,-:--..'~ It' ".\\I~ "; " j.....t.,."d-I ~\..). ,'~ I~ "/l~",' \, . I, .. ", ' '.' . . I " .. ~ / " ,~, J II \ ',: '. ". . I _ . '. ,: I.. , .. _, .a,\ . ..r..,. '.,~,',..\., .' ,""'r""""',a' _'" ( CLEARWATER CITY COMMISSION No. BO-1 PoliCY Statement General Topic Subject: Date Adopted: 1/16/90 Boards/Committees Ad Hoc Committees Amended: 3/19/92 8/15/96 Amends: Rescinds: Reference: 2/13/84 Work Session 4/14/87 Policy Book Work Session 4/8/96 Special Work Session Statement: Task Forces. as well as. the Charter Review and Budget Advisory Committees are Ad Hoc Committees. Therefore. members of those committees may also serve on another City Advisory Board. ( 1 CLEARWATER CITY COMMISSION No. BD-2 Pol icy Statement - General Topic Subject: Date Adopted: 1/16/90 Boards/Committees Advisory Board Dinner Amends: Rescinds: Reference: 2/27/84 Work Session 4/14/87 Policy Book Work Session Statement: Each recipient of an invitation to the Annual Advisory Board dinner may bring one guest. In those cases where two members of the same household serve on advisory boards. only one invitation shall be sent to that address. Board members should attend at least one meeting prior to being invited to the annual dinner. 2 ~ ( c' ~ , 1 ': ' , .' . , . .' , ,~,; . . ,f"_ CLEARWATER CITY COMMISSION No. BD-3 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Boards/ Committees Fiscal Review Committee Terms Amended: 8/15/96 Amends; Rescinds: Reference: 2/27/84 Work Session 4/14/87 Policy Book Work Session 4/18/96 Commission Meeting #37 Statement: There shall be five members on the Fiscal Review Committee. Each Commissioner shall appoint one member. Term in office shall run concurrent with the appointing Commissioner's term. ( ( '-. . 3 .... I ", ..' 1 ,f .! " ' .:;.,' ~ 1 '.. . ~ ~ A , " ".' ,", ~ CLEARWATER CITY COMMISSION No. BD-6 Policy Statement General Topic Subject: Date Adopted: 3/19/92 Amended: 8/15/96 Boards/Committees City Representatives on Non-City Boards Amends: Rescinds: Reference: 4/8/96 Special Work Session Statement: Representatives appointed by the City Commission to serve on Non-City Boards. i.e. Pinellas Sports Authority, Center Foundation. will be limited to no more than 3 consecutive terms. These representatives shall keep the City Commission informed of the activities of the board to which they are appointed by providing annual reports unless more frequent reports are requested. 4 <. ( , t '. . \'..: . - ~ . . '~.~~ '." CLEARWATER CITY COMMISSION No. 8D-7 Policy Statement General Topic Subject: Date Adopted: 3/19/92 Boards/Committees Special Request Amends: Rescinds: Reference: 2/18/92 Work Session CLK-l Statement: Requests from Advisory Boards for special reports and/or projects will require approval by the City Commission prior to staff commencing efforts in preparation of same. ( The City Manager shall have the discretion to approve certain reports and/or projects if. in his/her opinion. such report or project will be of benefit to City operations. .,. ( 5 , " ''''.' .. I , .' . .4,', I . CLEARWATER CITY COMMISSION No. BD-8 Policy Statement General Topic Subject: Date Adopted: 3/19/92 Board/Committees Representative Balance Amends: Rescinds: Reference: Statement: In making appointments to the City's Advisory Boards. the City Commission will strive to maintain a representative balance of race. gender and area of the City represented on those boards. 6 '. .' ( ( . ,.. . , .' .j ~ ." '. ,,' . . . ..1, , '. j ',' , , . \ .1, . :' . CLEARWATER CITY COMMISSION No. 8D-9 Policy Statement General Topic Subject: Date Adopted: 3/19/92 Boards/Committees Non-Board Business Functions Sunshine Law Amends: Rescinds: Reference: Statement: In keeping with the Sunshine Law and the opinion of the City Attorney, advisory boards are requested not to schedule luncheons and other non-board business functions. This request is made in order to eliminate the possibility of violation of the Sunshine Law. ( 7 - " . ,f'''-. , _ M( .' . , '., ..' ~'.' , " ~.." . I . .', . (, . . ',' , ", . '1' " . CLEARWATER CITY COMMISSION No. BO-I0 Policy Statement General Topic Subject: Date Adopted: 12/2/93 Boards/Committees Input to Other Boards/Committees Amends: Rescinds: Reference: 12/2/93 Minutes Statement: An advisory board may advise other boards/agencies of concerns regarding issues if the majority of the board agrees to do so. However, an advisory board is not to state its position as policy. 8 ( c CLEARWATER CITY COMMISSION No. Bo-l1 Policy Statement General Topic Subject: Date Adopted: 11/29/94 Boards/Committees Letterhead Amends: Rescinds: Reference: 11/29/94 Minutes Statement: Appropriate Advisory Board letterhead may be used when an Advisory Board. an Advisory Board Chair or Acting Chair writes on behalf of the entire board. Advisory Board letterhead will not be used when correspondence is written by an individual board member to express individual concerns. Advisory Board letterhead will not be used when an individual board member writes to other governmental agencies. citizens, companies or Clearwater employees concerning personal.opinions. City staff will be available to type letters for an Advisory Board Chair or Acting Chair only when it relates to actions or . opinions approved by the Board. not individual opinions. 9 ~ " . . I '. . . I' . .l l .. . ~~ . '. 'l' t. ~ ' { , . . 'tJ . I .' , "., "1.'. CLEARWATER CITY COMMISSION No. BO-12 Policy Statement General Topic Subject: Date Adopted: 2/6/92 Boards/Committees Input to Advisory Boards Amends: Rescinds: Reference: 2/6/92 #55 Statement: When preparing an agenda item to the City Commission on an issue that has gone before an advisory board. any petitions or correspondence regarding that issue received by the advisory board. shall be noted in the background. 10 :l& ( c. CLEARWATER CITY COMMISSION General Topic Policy Statement Subject: Boards/Committees Campaign Material during Meetings Amends: Statement: Rescinds: No. BO-13 Date Adopted: 9/19/96 Reference: 9/3/96 Worksession During City Commission and Advisory Board meetings. members should not display material supporting or opposing candidates or issues on any ballot. This includes. but is not limited to: buttons. ribbons. T-shirts. bumper stickers and signs. ( (" 10. 1 ,.. .. 1'~1 ..'~ "{" t" . ',-';. ~"'::. .: f.",: ,,,".:. ~ ,~..." :,'" '...' .\J, , .'., "O', ,~ ~. "'\:,:. ':1 ',;,:~\...,,~',' .,t,' '~,.' ,/:1 . < CLEARWATER CITY COMMISSION No. BG-1 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Amended: 3/19/92 Budget Special Event Fees Amends: Rescinds: Reference: 4/4/82 Agenda Memo #12 4/14/87 Policy Book Work Session 10/16/89 Work Session Statement: The Special Events Committee will review applications for use of City beaches, sidewalks and rights-of-way. Sponsoring organizations will be responsible for the costs of City services needed in conjunction with the events. All fees and related charges will be waived for City sponsored or co-sponsored events: i.e. Fun IN Sun. Jazz Holiday. July 4th. Turkey Trot and Martin Luther King Parade. There shall be an annual review of City sponsored/co-sponsored events during the budget process. An agenda item confirming co-sponsorship and waiver of fees for those events approved in the budget will be brought for City Commission approval at the beginning of each fiscal year. In the event additional monies are requested beyond what is included in the approved budget. City Commission approval will be needed before said additional funds are disbursed. ( \ 11 'j"" '.. ",' I". '. ..~' 'r t' ~r\f";" -:,"', .,"': .: ~, ,I.:~..', ",",': ,;~,~.!I,\.' ",1' " _'II',.,.,. "" ..,', ,".',.. \'~ ,j~l __,,' CLEARWATER CITY COMMISSION No. BG-4 Policy Statem€ot General Topic Subject: Date Adopted: 1/16/90 Budget General Fund Unappropriated Retained Earnings Amends: Rescinds: Reference: A~nual Budget Books Statement: In an effort to ensure adequate financial reserves. the City has determined that a General Fund Unappropriated Retained Earnings equal to 10% of the subsequent year's budgeted expenditures shall be maintained whenever practical. Should funds in excess of 10% be available in any fiscal year. these funds shall be identified as available, and may be appropriated for specific Capital Improvement Projects or used to reduce the subsequent year's ad valorem millage. ( It has been determined that this fund shall be maintained as a contingency fund. and appropriated only in cases of emergency or urgency to meet unanticipated financial needs. 12 c. .j' ~". I~ .~.."'~ .;~ " ,', r' I,'.r, .':, '. . i '" '.~ ~,...:'.;~ 'w,' t .," ,." '", .' , CLEARWATER CITY COMMISSION No. BG-5 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Budget Funds other than General Fund Amends: Rescinds: Reference: Annual Budget Books Statement: Revenue budgets may exceed expenditure budgets except in General Funds. which must balance. However, expenditure budgets may never exceed available resources. ( 13 CLEARWATER CITY COMMISSION No. 8G-6 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Budget Lease Purchase of Major Capital Acquisitions Amends: Rescinds: Reference: Annual Budget Books Statement: When fiscally advisable and when consistent with contractual obligations. the City shall lease purchase all capital items which have a monetary value of at least $25.000 and a minimum life expectancy of five years. The debt service on lease purchase items shall be paid by the user department. 14 ( ( " "~.'."': ~'\.~ ',~\:'~ ,,,,. ..\,"" ,,,~'1.,, " , ~ , ~' ~ 4 , . ,.:, , _." , ." '. , , ' ,..,', : ' '\: ~ t '\, '!"", CLEARWATER CITY COMMISSION No. BG-B Polley Statement General Topic Subject: Date Adopted: 1/16/90 Budget 10 year Road Resurfacing Cycle Amended: 3/19/92 8/15/96 Amends: Rescinds: Reference: 10/16/89 Work Session 4/8/96 Special Work Session Statement: In order to maintain the City's streets in keeping with Clearwater's standards the Commission will attempt to maintain a 10 year cycle for resurfacing roads by allocating funds for this purpose in the annual budget process. 15 , . \ ... ~ ,; " , :" , .',.. I ~ > ~ , . . I;" /, .~ .'''' \ I ' I ,>;, t' , ,t " ," , , _ I P , ' . II" I ",a 01", ",". -" ,,'. 'j , t I " '. CLEARWATER CITY COMMISSION No, BG-IO Policy Statement General Topic Subject: Date Adopted: 1/16/90 Amended: 8/15/96 Budget PACT Amends: Rescinds: Reference: 1989/90 Service Options Manual 4/8/96 Special Work Session Statement: A millage levy necessary to generate up to $400.000 per the agreement with the Performing Arts Center and Theatre (PACT) will be assessed and designated annually for the support of the Richard B. Baumgardner Center for the Performing Arts. and Ruth Eckerd Hall. operating under the administration of PACT. Inc. 16 ( . ~. , . ." . l' ,) \,.:: ,.,'. +. . r " . '.: ~' .' ~ CLEARWATER CITY COMMISSION No. BG -11 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Budget Proprietary (Enterprise) Funds Amends: Rescinds: Reference: 1989/90 Service Options Manual Statement: All Proprietary (Enterprise) Fund operations shall be self-supporting, and shall pay administrative and other appropriate service charges to General Fund Operations for support at a level determined by the City Commission. 17 \ . ,. I~,. ( . . \' "I I ',' , / \ ..../ ' . ,;" ,.'. { "'..~, f"I.:: -.' ,.~' ,,', .'.~ 't. .... ,'. .'.;:' _. .~;""-:11 . ," .': .,..._ ,."',~" ,~.,.-:. . /.."........ .. '" .,\.... f.' "-", CLEARWATER CITY COMMISSION No, BG-12 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Budget Utility Transfer Payment Amended: 3/19/92 8/15/96 Amends: Rescinds: Reference: 10/16/89 Work Session Annual Budget Books Statement: The Utility System shall annually transfer to the General Fund an amount determined appropriate to be considered reimbursement in lieu of taxes. April 1989 policy adopted by commissioners established this rate at 4.5% of prior-year gross revenues. This proportionate rate was adopted to accommodate growth. and replaced prior years' policy of a prescribed dollar contribution. ( HISTORICAL NOTE: Fiscal Year -L Do 1 Tars 1990 4.5 1,772.870 1991 4.5 1.987.380 1992 4.5 2.050.000 1993 4.5 2,062.680 1994 4.5 2.270.050 1995 4.5* 2.438.620 1996 4.5* 2,587.770 * Note: Upon adoption of the Gas Strategic Plan in fiscal year 1995/96. the Commission agreed to replace the Gas Support contribution with a franchise fee from natural gas customer accounts payable to the General Fund. This, in combination with the Gas dividend, offers the General Fund the same level of support as fiscal year 1995/96. 18 ( . '" .' . ." '.' i . .- ... ' \ ,". . . ,....". ..f.. " CLEARWATER CITY COMMISSION No. BG-13 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Budget Interfund Administrative Charge Amended: 8/15/96 Amends: Rescinds: Reference: 1989/90 Service Options Manual Statement: An allocation shall be made annually distributing the costs for administrative support departments among all operating departments. This distribution shall be proportionately based on the operating department's annual budget. and shall not be charged to General Fund departments. Note: Upon adoption of the Gas Strategic Plan in fiscal year 1995/96, the Commission agreed to maintain the same charge for administrative support from the Gas Fund for fiscal year 1995/96 which will be increased annually by the cost of salary increase index computed by the City Manager (fiscal year 1996/97 - 4%). 19 , '," ,..... (' ," .,' " \,' , "' ' . . " , '.. ,I, ." . ,'" ':. CLEARWATER CITY COMMISSION No. BG-14 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Budget Interfund Other Service Charges Amends: Rescinds: Reference: 1989/90 Service Options Manual Statement: The cost of services provided to Proprietary Fund Departments by General Fund Departments shall be charged to. and paid by the user department. 20 if ( ( . "':. .' " " ... "".:',.. :. . .... , J t .....- " ',. t:, :';:. , , .': . \. ..-, ". CLEARWATER CITY COMMISSION No, BG-16 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Budget Financial Support to Social Service Agencies Amended: 3/19/92 8/15/96 Amends: Rescinds: Reference: 1989/90 Service Options Manual 4/8/96 Special Work Session Statement: The City's budget will include nominal financial support to selected social service agencies to augment financial requirements. ( 21 -- - .-...: . -, CLEARWATER CITY COMMISSION No. BG-17 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Budget CRA Contribution to General Fund Amends: Rescinds: Reference: 1989/90 Service Options Manual Statement: It is the City's policy that services provided for administrative support to the Community Redevelopment Agency (CRA) by City employees shall be reimbursed to the General Fund. Such reimbursement shall be approximate actual costs incurred by the department. together with any associated costs. Note: This policy will be revisited once the Development Director is hired and other issues regarding the Community Redevelopment Agency are addressed. ( 22 (. ( I ... , . '., . " ,:. ,\ ..:.." I. , . . I ' . ~. , CLEARWATER CITY COMMISSION No. BG-18 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Budget Health Insurance Stabilization Fund Amended: 8/15/96 Amends: Rescinds: Reference: 11/17/88 Agenda Item #53 Statement: The City Commission authorizes maintaining a special health insurance stabilization fund to guard against future health care costs. 23 ,Of _ t . ,'-:" 'i., ....4 - . ,".." . Jc., "\ " CLEARWATER CITY COMMISSION No. BG-19 Policy Statement General Topic Subject: Date Adopted: 10/18/93 Budget Filling position of retired employees sti 11 on payroll Amends: Rescinds: Reference: 10/18/93 Minutes Statement: Upon review and approval of the City Manager. a vacant position may be filled while the former employee in that position remains on the payroll. The former employee's "salary" shall be paid from the Unappropriated Retained Earnings in the General Fund. ( 24 . . . .' , ~- . L ' . ..' I' .' . \ CLEARWATER CITY COMMISSION No. BG-20 Policy Statement General Topic Subject: Date Adopted: 12/15/92 Budget Pilot/Seed Programs Amends: Rescinds: Reference: 12/15/92 Goal Setting Minutes Statement: When establishing and providing funding for Pilot/Seed programs a set period of time for such program shall be determined. The length of time will be determined on a case-by-case basis. 25 'Ii' . \ 1 \ '. ,,1 .,f' . I .. I ( ~, .. . ~ .< '... I,. , 1 ' ' CLEARWATER CITY COMMISSION No. BG-21 Policy Statement General Topic Subject: Date Adopted: 7/18/96 Budget Review of Rate Schedules Amends: Rescinds: Reference: 7/18/96 Commission Meeting Statement: Rate schedules of the City of Clearwater will be reviewed every 5 years. The purpose of the review will be to assure rates are set in a manner to be fair and equitable while covering the City's cost to provide the service. ( 26 c .,...,.... CLEARWATER CITY COMMISSION No. BG-22 Policy Statement General Topic Subject: Date Adopted: 8/15/96 Budget Review of Annual Audit Amends: . Rescinds: Reference: 5/6/96 Special Work Session Statement: A work session will be held each year within 60 days of the release of the annual financial audit of the City. At that time. the over all financial condition of the City and its enterprise funds will be reviewed. ( (: . . . 27 , ' ..... . ,., '. " .. . . . r' . ~' ,. ')' . , : ~ f CLEARWATER CITY COMMISSION No. CC-1 POllCY Statement City Commission Subject: Date Adopted: 1/16/90 Amended: 8/15/96 Departing Commissioners' Gifts General Topic Amends: Rescinds: Reference: 2/19/81 Agenda Item 4/14/87 Policy Book Work Session 5/6/96 Special Work Session Statement: Guidelines for Gifts to departing Commission~ members are as follows: Less than one full term: Plaque. name plate. letter ( One full term: Plaque. name plate. letter. Pewter Tray with Seal. Commission pictures Two full terms: Plaque. name plate. letter. fax machine or City watch. Commission pictures Three or more full terms (Commission and Mayor): Plaque. name plate. ring. collage or album. tray with seal. letter. gag gift. caricature The above are guidelines. Departing gifts shall be chosen in consultation with the outgoing members. The value of the gifts shall be: a maximum of $300 for one full term: $500 for two full terms and $qOO for more than two full terms. 28 I \. ~i;; , .. , . ,,' \' I" . t ,). t . CLEARWATER CITY COMMISSION No, CC-2 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Travel Commission Travel Amended: 3/19/92 8/15/96 Amends: Rescinds: Reference: 1/1/84 Work Session 4/14/87 Policy Book Work Session 10/16/87 Work Session 5/17/93 Work Session 8/12/96 Work Session Statement: The City Commission will follow the provisions of Sec. 2.04 of the Charter and the City's Travel Code. Chapter 2. Administration. Article IV. Any travel outside the Tampa Bay area by the Mayor or Commissioners for any City business where the City pays the cost must be approved by a majority vote of the Commission. The only exceptions to this rule are the Florida League of Cities and. when held in Florida. the National League of Cities conferences. Note: The City Travel Code tracks the State law as currently written. An amendment to specifically provide for this is being drafted which will make it unnecessary to change the City Code when and if the State law changes. , .' '. . . I.' .. ~ ...' ,t ( , ..' to, .. ,.. ~ '. .' I CLEARWATER CITY COMMISSION No. CC-4 Policy Statement General Topic Subject; Date Adopted: 1/16/90 Amended: 8/15/96 City Commission Fund Raisers Amends: Rescinds: Reference: 4/16/84 Work Session 5/6/96 Special Work Session Statement: It shall be at the discretion of individual Commissioners whether or not to accept invitations to fund raising activities. Expenses incurred by acceptance are not reimbursible. City employees will not attend these functions as City representatives. ( 30 ( ,"::~ :,"",' '.,' ,." "", ";':"';~f,~;.~"',,;;'/'_' ',':":' :,i:<',:." '.', CLEARWATER CITY COMMISSION No. CC-5 Policy Statement General Topic Subject: Date Adopted: 1/16/90 City Commission Citizen Inquiries - Responses Amended: 3/19/92 8/15/96 Amends: Rescinds: Reference: 4/30/84 Work Session 5/6/96 Special Work Session Statement: In responding to citizen inqulrles, the City Manager shall respond to letters in writing and may respond to telephone calls by return call. Letters or telephone calls to the City Commission shall be answered by the City Manager, Mayor, a Commissioner or an appropriate staff person as may be designated. Copies of correspondence sent to the Commission will indicate by whom the response will be prepared. Copies of responses will be made available upon request. CLEARWATER CITY COMMISSION No. CC-6 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Amended: 8/15/96 City Commission Staff Projects Amends: Rescinds: Reference: 6/5/85 CC Meeting _5/6/96 Special Work Se~sion Statement: A Commission member shall request staff research or projects only through the City Manager or City Attorney in accordance with the City Charter. Any request that. in the determination of the City Manager or City Attorney. will take longer than 8 hours must be approved by a majority of the Commission. ( 32 ( -"'1""" ~ ~, . . ,,".. tV . CLEARWATER CITY COMMISSION No. CC-8 Policy Statement General Topic Subject: Date Adopted: 1/16/90 City Commission Resolutions Amended: 8/15/96 Amends: Rescinds: Reference: 4/14/87 Policy Book Work Session Statement: An individual Commissioner may request a resolution. However. prior to preparation of the resolution. there must be a majority of the Commission members agreeing to do so. t..,.,'. -., ,. :.,.' \. '.~..t, .....~. ....,' .l. ,~", . .'~.~,,'....r'_";."~".'" .-, " CLEARWATER CITY COMMISSION No. CC-9 Policy Statement General Topic Subject: Date Adopted: 1/16/90 City Commission Annual Dinners Amends: Rescinds: Reference: Statement: Newly elected Commission members shall be invited to the Annual Phillies and Advisory Board dinners. 34 "": ( ( .~ " ,. " " " , ' If; :",1:, ,,' \.,- ./ / " " ' I' / \ ' \ i. ~,~ " / .j>j " , .~:'.~ . /,/ I. .Jjr ;"', CLEARWATER CITY COMMISSION No. CC-IO Policy Statement General Topic Subject: Date Adopted: 1/16/90 City Commission Proclamations Amends: Rescinds: Reference: 5/22/86 CM Office Memo 3/21/96 Commission Meeting Statement: The City of Clearwater will consider issuing proclamations from all segments of the community without regard to gender, race. ethnicity or handicap. The City of Clearwater will not issue proclamations to companies. IIfor profit" organizations. profit making agencies. political organizations or religious organizations. : /?,/ Z:,. , . >/": \\":".)<:'~" "',.1_1 ... " ; " "'7/. ~';>'., 1 /. :;"'.;' : , 'l .. d, , (' ", '" " / , /, I \ "- . '" f " .' '.." ,.< .1. / \ I / \ I \ . " n I ", .. ,", / \l \ ", ;. :.. \ \. .'. '1 :~~" \ ;.f'\ .'~' .~,;~ I" ',~.; ~.. I . ~' \\: ' ,. ,t.' '/ \" . ;....\~..;' :/ . . .\, . 1\ ;' ". :\.' ~"-~ :,/:' "~, ~,-":,, ~ l . \.' ',)'".;. .,..Ii,. ,\". J,.. '.' , f \[ I \ I' \ , ,\<;"\ >; , I,. .... ,'.. :i ;. (," .\ y' " (' ". ',' ;, , ,/ /\" :' ", ..' "......1 J I' t' I ;~" '" ,~~ . : ;~,: \: / ,\ , ., \ ," ::~. ' ',. !,"l. , ~.' .'; , . .. t ~ . : ' . ~ . " . .' ." It-. - .'" -: _" " . ~. '. '. ~ '. .. CLEARWATER CITY COMMISSION Policy Statement General Topic Subject: City Commission Representation on Boards Amends: Rescinds: Statement: No, CC-13 Date Adopted: Reference: Whenever possible, a Commission member appointed by the Commission as its representative on a board or committee (PPC. MPO. etc.) will receive Commission input prior to taking a position regarding issues coming before that board. If not possible to obtain Commission input. the Commissioner is to act to the best of their ability in the City's interest. 36 ( c J - - -- ., '''' """" '.' H' , ( '.. ."'. : ,I...' :, ~,. ,.tl'" ., '." ...~.'" '\. ~'1'1,~~' .', ' . I"" ,....vP'. '_'.~'" .t '.'_. . ',' :'J.: '., ~. _.\.-.....:-.., CLEARWATER CITY COMMISSION No. CC-14 Policy Statement General Topic Subject: Date Adopted: 8/15/96 City Conunission Televising Commission Meetings Amends: Rescinds: Reference: 4/15/96 Work Session Statement: All regular City Commission meetings and Work Sessions will be televised on C- View. Efforts will be made to also televise specially scheduled meetings and work sessions. However. there will be times when this is not possible. or practical. No closed door attorney/client or bargaining sessions will be televised. 37 '\. ,_,I.., . \, ',...::.' ,~ -::". .._. " '."', ~ l"~"'" . ',,-,~ j',.t -r', "~~:.' .'.....~., ~' CLEARWATER CITY COMMISSION No. CC-15 Policy Statement General Topic Subject: Date Adopted: 8/15/96 City Commission Information available to Public & Press Amends: Rescinds: Reference: 4/8/96 Special Work Session Statement: All material prepared by the City Manager and the City Attorney for the Commission shall be provided to the press and to the public via a special box in the City Clerk's Department. Reports shall be made available in the Clerk's Department for the public to review. ( 38 (. ;'I ~ .~ .,t- ..._..~~" .,-':.,. ."t'.,:'''''l._~_''':'''''''_~I..~_..........;,.,;__..t;,t'~'~.:,'~'''{.~ ......~.. ~....'~~. '. .,l" ,,t, ~:. . ,'.. '-u.".~..l,,""'..:""..~'.';f:,,':~"~':-:_',_:',,~\~::~.,",-: .....7:.- t~,:~ CLEARWATER CITY COMMISSION No. CC-16 Policy Statement Subject: Date Adopted: 8/15/96 General Topic City Commission Distribution of Commission Mail Amends: Rescinds: Reference: 4/8/96 Special Work Session Statement: All mail to the Mayor-Commissioner and the Commissioners arriving at City Hall received pursuant to the law or in connection with the transaction of official business by the City of Clearwater shall be copied as follows: A. Each Commission member will receive the original of items addressed to them wtlether anonymous or not. Copies of everything will be made for the City Clerk Department, the Legal Department. and the public information file. Mail will be delivered to the Commission at least once per week. On days mail is not delivered. incoming mail will be faxed to each Commission member. B. Other anonymous letters and suggestions will not be distributed. C. Publications and lengthy agenda materials for other boards upon which the Commissioners serve will not be copied. Only the agendas will be circulated. Items of considerable length (such as petitions) will not be copied. but instead a memo will be distributed announcing the availability of the item in the office. D. Mail with the words similar to "Personal", uConfidential" , or "For the Addressee Only.' will be delivered unopened to the addressee. E. The Mayor-Commissioner and Commissioners receiving individually addressed mail will be responsible for replying, asking the City Manager or City Attorney to reply. or placing the matter on the agenda for formal Commission consideration. 39 ..:/' ..flAW&! L A. - lh_ - ----~- - -.... ~ - , ' , , . ~ , ...., . , , . " ~.. ' ,I ..' ' .., ,1 ' '. ..' . "h ~ ;I ... ~ .' ~ .... '.' >, . ..;",'. ,. >.. . CC-16 Cont. F. The City Manager will be responsible for seeing that mail addressed to the Commission as a whole is properly answered or placed on the agenda. G. The City Manager will discuss with the Mayor malicious mail. H. When a Commissioner serves on a board as the City Commission's representative. that Commissioner shall keep the City Commission and the City Manager informed of the board's activities by providing periodic written or oral reports as the Commissioner deems appropriate. Note: This policy is to be reviewed in approximately one month. 40 lY.l~': ( ( ~ ," , , .' I" . ~. . ., I . , ~. l 'f . ~. ,~ ! ~. I' . '. ~ ~. . f' . ,~, .,. . - .. ~,- CLEARWATER CITY COMMISSION No. CC-17 Policy Statement General Topic Subject: Date Adopted: 8/15/96 City Commission Strategic Planning Amends: Rescinds: Reference: 4/8/96 Special Work Session Statement: Each year the City Commission shall meet in a strategic planning session(s) to develop a five-year strategic plan which will include a three-year financial forecast presented to the City Manager and will be the beginning of the budget process for the next fiscal year. 41 . . \ . '. () / ,f ... ,> " Ii! ~ J), \\,' \. ~ " .. / I.:' ... ~ ,^ . ' f . ., " .',. \, j . ". .' "", ' ... I ;\' -~. "I . _.: '. ',: I '.'," I, ' to., , . tr. .', " , ,',1', . , ' t CLEARWATER CITY COMMISSION No. CE-1 Policy Statement General Topic Subject: Date Adopted: 1/16/90 City Employees Participating in Auctions Amends: Rescinds: Reference: 11/29/78 Purchasing Memo 4/14/87 Policy Book Work Session Statement: City employees and Commissioners are prohibited from participating in City auctions involving the sale of property which has either been abandoned and confiscated. acquired with public funds or which has otherwise come into the possession of the City. They may attend as spectators but may not bid on or purchase items offered for sale. All actions that would lead to perceptions of participation. such as a family member bidding on items. should be avoided. It is the intent of this policy to avoid giving "insider" information or a profit motive to employees or their families in the disposal of surplus items. ( 42 l. "'~: -'. ': '/ f.. ~'I l, /,' '..." ~ ~, /' ,'" ,~. :' ? ., * ,~/,. " '.. .It, ' ",. '...., ", >: ''',. .,' 1:," \'";, :" ' . . ., - ,..,.." ' . ~, _. ~', . ., J " ,'" . . I, .1 CLEARWATER CITY COMMISSION No. GA-1 AMENDED Policy Statement General Topic Subject: Date Adopted: 1/16/90 General Administration Application Fee Waivers Amended: 3/19/92 8/15/96 6/6/97 Amends: Rescinds: Reference: 9/17/81 Agenda Item #95 4/14/87 Policy Book Work Session 2/18/92 Work Session #CLK-1 6/6/97 Commission Meeting #16 Statement: Generally, application fees will not be waived except for buildinq permit. occupational license. plan review and zoninq-related application fees will not be waived except for City projects and other governmental agencies. If staff believes special conditions exist. such requests may be brought to the Commission for consideration. Application fee waivers for governmental agencies will include all governmental projects including those in which the governmental agency is leasing property from a third party. providing the governmental agency is the entity which applies for and obtains the permit. PACT will be considered a governmental entity when considering application fee waivers. NOTE: The City Clerk's Research regarding waiver of application fees shows the following: . Chi Chi Rodriquez Youth Foundation - no waivers Center Foundtion - waive building permit fees Pinellas County - waived building permit fees for work done by County forces: waive fees for variance application State of Florida ~ waive fees for variance applications Clearwater Ferry - waive building permit fees St. Petersburg Jr. College - refunded building permit fee for parking lot None of the above includes waiving impact fees. 43 .." - ~: .' " ~ : . ~ '; .., , l' ; , . "'~".. ,_ " ('. ~.', . ,', . . '. , .' '.: ~ 1 .. ~ ' '. . >),' . . ...', '. 'I .'1 ~ , ~ 'i f . ' ,'. ., . ,r" I '. , .. . CLEARWATER CITY COMMISSION No. GA-4 Policy Statement General Topic Subject: Date Adopted: 1/16/90 General Administration Sparkling Clearwater Amends: Rescinds: Reference: 1/21/86 PW Memo 4/14/87 Policy Book Work Session 10/16/89 Work Session Statement: In order to maintain and enhance the image of Sparkling Clearwater. the Commission supports staff in enhanced solid waste recycling and conservation projects. tightening and increasing enforcement of codes (i.e.. fence landscaping. prohibition of banners, lot clearing. etc.). Staff is also directed to place a greater emphasis on and coordinate aesthetic consideration ( on site plans and other development review (i.e., placement of dumpsters. landscaping). Educational and incentive programs for both City staff and the public addressing this issue should be developed. It is the desire of the City Commission to expand the "Make It Sparkle" program. 44 .~, ~ ~' ' ~. '. l. '.. . _1'. ~ :1Il. , .;~;+ :':'" ~ '. ,\,' /.." ",1" ,"': ' . ~ CLEARWATER CITY COMMISSION No. GA-5 Policy Statement General Topic Subject: Date Adopted: 1/16/90 General Administration Drew Street Banner Amends: Rescinds: . Reference: 4/3/86 CC Meeting 4/14/87 Policy Book Work Session 10/16/89 Work Session Statement: The City Manager may approve banners to be placed on the designated right of way where Drew Street terminates at Cleveland Street. Requests may be submitted one calendar year prior to the intended installation date and will be approved for a one-week time period. The City Manager may. if no other requests have been received. extend the approval for an additional weekend (2 days) . " . 45 ',~ ' , ., " \' , .' . " " ~. ' : I / CLEARWATER CITY COMMISS10N No. GA-6 Po.l icy. Statement General Topic Subject: Date Adopted: 1/16/90 General Administration Fire Lanes Amended: 3/19/92 5/7/92 Amends: Rescinds: Reference: 11/15/84 Agenda Item #69 Statement: Fire Department personnel will participate in the enforcement of parking violations pertaining to fire lanes and fire hydrants. 46 -:t:- ( <.. , A ,.; '," 1 . . I '" . CLEARWATER CITY COMMISSION No. GA-7 ~ < i t ~ \-;, , Policy Statement General Topic Subject: Date Adopted: 1/16/90 General Administration Copyright Fees Amends: Rescinds: Reference: 3/18/85 Work Session 4/14/87 Policy Book Work Session Statement: The City shall pay the necessary copyright fees to ASCAP for those concerts in the bandshel' co-sponsored by the City. The City shall provide a monthly report to ASCAP regarding activities in the bandshell and ASCAP shall be responsible for collecting the fees from bands participating in non-City sponsored programs. ( 47 . ~, '.' I ""' ' ...' ': .. '_'. > . . . . ~'. CLEARWATER CITY COMMISSION No. GA-8 Policy Statement General Topic Subject: Date Adopted: 1/16/90 General Administration Renewal Amends: Rescinds: Reference: 2/18/86 Statement: All renewals of agreements the City has with organizations or tenants should be presented to the Commission at least sixty (60) days prior to the expiration of the original term. 48 Cl' ( c I ."" I " . . I '4. h . CLEARWATER CITY COMMISSION No. GA-11 Policy StateRent General Topic Subject: Date Adopted: 3/18/96 Amended: 8/15/96 General Administration Stationery Amends: Rescinds: Reference: 3/18/96 Worksession Minutes 5/6/96 Special Work Session Statement: The City shall have one form of stationery on which the City seal will be imprinted. Paper stock will be recyclable. Other forms in supply will be allowed to be used until said supply is depleted. Exception: The Gas Division may continue to use its logo but the City Seal ( must be located somewhere on the stationery. 49 }.'~ . '1/' ' \ \. iI f {Ii . " . ' .: CLEARWATER CITY COMMISSION No. GA-12 Policy Statement General Topic Subject: Date Adopted: 8/15/96 General Administration Welcome letters Amends: Rescinds: Reference: Statement: Upon adoption of an Annexation Ordinance staff will prepare a letter for the Mayor's signature welcoming the new resident to Clearwater. ( . . . ......, . , . CLEARWATER CITY COMMISSION No. GA-13 Policy Statement General Topic Date Adopted: 8/15/96 General Administration Subject: Citizens to be Heard Responses Amends: Reference: Rescinds: Statement: Responses will be sent to those addressing the Commission under Citizens to be Heard regarding Items not on the Agenda. For those not requiring a specific response, a letter will be sent from the Mayor, thanking the speakers for their input. ( { I 51 , I. " . 1;' 'r " I,'; '. l Cl.EARWATER CITY COMMISSION No. GA-14 Policy Statement ';:'.r::{ ~" ......, hr- .', 'j\'~ ~...~ ,'~(t.( ,. ,'~. General Topic Subject: Date Adopted: 8/15/96 t . General Administration Special Event Street Closure Limitation ,. :" :.':j .. t' ".i 't,' 'i:.~', ~I." d "Jo'. . ..,~< .'~= ~", 't : Amends: Rescinds: Reference: :;;', ::~~f~~ , :~ ,~, .. . . l . , r' 4/15/96 Worksession ~,. I Statement: , ': Street closures for special events shall be limited to two (2) per calendar year requested by anyone non-profit or for-profit organization. The City of Clear~ater shall be exempt from this limitation. The City shall comply with any Florida Department of Transportation policies regarding street closures of state roads. , t' ! ( , ~ ~ ~, ~ L ~. f t..., :~;{~ r., .I,':{ i :: .~,.?~" ;:"~'ilj , 1,',;: ~fil ft::; " . I ~,?"J~\~ f' 52 c. ~ j' x'1. <'-j ," \, , ',. ",\' I . .,' l , , I '. " . \ " . ,. f /' \'>" ,,,.1;\ \ \ ,I' "" ':.. '/..!,,' . I , .,.,~, " '. '/,/ ,f' " 1/1;\, 1\ \\ \\ /\\ J, "\"/. '.' ".';:\\\/ ~ ,/, / I:,,:/~ . '. ',,I I \r r- '\ r.: ,I . , ~, ~ \ I . ',( \ I ~": \ " ; \ \ : " : . \ . ,~" . \ .. , ~ .\ . I " ,'> J '\ I . / ' ~ ~ /'" /, I )- '. \ / /'. , '. ,. \ 1,7\ 1\..... '\/ ''1A I ~~: "'"""j \ '\"// . ~ '\" 1,1..'. "''-1 / 1\ '\ 'l.til ./ \\".\,'~' I \' I'" ", ,t,l\ ,( ',f ~ '" . /I, /, ~ :/" (, f' . ,f\ \' ',,) \'~ ;.' I"~ .' . \ ." I ,,\. . '1.1:, I I. ',,/ ,.,'[\ ~. /, \' I '\ \ l /' I '''''. I ,\', . \;/ I.' " \ \ \ '.', ' ~ \.. j ".;:,\, \. 'I ,1\~,,/\,,~/\~..:lJ ~" '."""\1 :..,:~/ "1 I'J'\\-.},' /1\ 1\' " l, \' ....""..'" \ll\rl~.;r./I/.''\:\'\ I'I^~ /J.' \ \.\.;\'t;".\'\.,/"-:...../, ;",'c.J.}' /I //1 \1~c:i.~~,1~'\~W~,'\ ',: /'<.:-' "\ /' '._/'. ".' 'i,,;-"//,:(\\' '. ,j .. . . .' '.. , .".. I .' . ". . ~ .,'. . ...' j. '" .' " I CLEARWATER CITY COMMISSION No. GA-15 Policy Statement General Topic Subject: Date Adopted: 9/7/95 General Administration Investment Amends: Rescinds: Reference: Commission Meeting, Item #50, 9/7/95 Statement: (1) SCOPE ( The statement of investment policy and guidelines applies to all investments of the City's pooled cash, which includes cash and investment balances of the following funds: General, Special Revenue, Debt Service, Capital Projects, Enterprise, Internal Service Funds, and Trust Funds. The policies set forth do not apply to the Employee Pension and Deferred Compensation Funds of the City of Clearwater, deposits for defeased debt, or assets under Bond Trust Indenture Agreements. (2) INVESTMENT OBJECTIVES A. Safety of principal is regarded as the highest priority in the handling of investments for the City. All other investment objectives are secondary to the safety of capital. Each investment transaction shall seek to first ensure that capital losses are avoided. From time to time, however, securities may be traded for other similar securities to improve yield, maturity or credit risk. For these transactions. a loss may be incurred for accounting purposes. providing any of the following occurs with respect to the replacement security: the yield has been increased, or the maturity has been reduced. or the qua'lity of the investment has been improved. 52.1 ( "1" \ 1" '~> f I ~.' -.: ' ,', . ') J J. I \. \ " \,'.'/ .....;<. '. .' . J l' >. \. - \ :', \, \ /' I ~'. .,' , . j......11 .' /'\. " ';' I '\, ,", I. ,~.., ! , .' \ ',1, . "., ,. " . ,,'1,.-1\ ..\1// 1\ .,I v, '~,A\I" ,'\ I' I ,I.I .' . ,!\\. -; , ~ , ,/". " 0' ~ ' ./.~t...~. /.....' /(0: ..~ .rt' :.' ':.... }. \',~ .\~' 1.:'1""" ,0..,. , \ ~.~ I I ;I ,~/ . ".....JI \\,."", : \' /-.1" " '\' :''-'\ ,'..'.. " II, /I! '/ ./':\1':'\>, I j:, ;.\;~ ,:1: ::" \ \\J- i<<'l";~" '.: \., : ' I~." '< \ r ,:,}' 1'<: I/;.;:\f, " ".,',~ .! 1,;'; '.". !.:..\\ to',;:: :.-: '.> ,,'\/<>.z\ ( J, q{\' ;"!;':' Y, I); ;.'.>\" .....~~<'I ~ 1/,/' \""~: ... ~I.\~ ",,?::..'. y/:J...~! .",.1 . ~ .~ "I .\,.:<.\ ',I ,/ ';,.'i "'> .r "i '. :,/,,). '~il\:':~ ~.~ "}'!:~' :I\:,"~:/:\:\~\..t(.f. <\'.,: I',,' 1-\..-;.:r'/'\',\ .\\~'\ \,~\\';.}~.' ,~{/ \\v>-;- .>.>...., I 'I' I:' I~.'\.,.. ~ . '.cv.,' \'~L.\'~~~~.'.!.:~, ".':"'- // ~".... '\....:~\...\\......;.'\ ,/: ,,/'''' . ..,1..... ';-'...., I "rl",>/o'~ l,\",!.;'_"'" . . , I " ~ . ' ': " " , . ~ . . Yo:' . I I'" '. ~. ..". l ; " , ~. " ~, " " " ' B. The City's investment strategy will provide sufficient liquidity to meet the City's operating, payroll and capital requirements. To accomplish this the portfolio will be Mladdered" with maturates each month except for those months in which significant Ad Valorem taxes are received. To the extent possible. the City will attempt to match its investments with anticipated cash flow requirements. Unless matched to a specific cash flow requirement, the City will not directly invest in securities maturing more than 15 years from the date of purchase. And unless, specifically matched against a debt or obligation not more than 10% of the portfolio will have a maturity greater than 10 years. C. The City's investment portfolio shall be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account the City's investment risk constraints and the cash flow characteristics of the portfolio. (3) PERFORMANCE MEASUREMENT The benchmark yield for the operating portfolio will be the weighted average yield determined by uSing the following maturity distribution and the related U.S. Treasury yields. Treasury yields are considered benchmark for riskless investment transactions and, therefore comprise a minimum standard for the operating portfolio's rate of return. The investment program shall seek to augment returns above this threshold, consistent with risk limitations identified herein. ( Average Treasury Rates Percentage Distribution Overnight rate 3 month Treasury Bill rate 6 month Treasury Bill rate 1 year Treasury Bill rate 3 year Treasury Note rate 25% 20% 15% 20% 20% 100% (4)PRUDENCE AND ETHICAL STANDARDS The standard of prudence to be applied by the investment officer shall be the HPrudent Person" rule, which states: HInvestments shall be made with judgment and care. under circumstances then prevailing. which persons of prudence, discretion and intelligence exercise in the management of their own affairs, not for speculation. but for investment, considering the probable safety of their capital as well as the probable income derived." The "Prudent Person" rule shall be applied in the context of managing the overall portfolio. 52.2 ( .' i~' - -....;~---- - , ~ .. . <' " ',' :' '/ ~ . I ,', . I .. 4. "'I: .'. \. ,l ; I' \ ,~. . "~ ( ". '.. t " T (5) AUTHORIZED INVESTMENTS 1. The City shall limit investments, as authorized in Florida Statutes to: a. Negotiable direct obligations of, or obligations the principal and interest of which are unconditionally guaranteed by, and which carry the full faith and credit of the United States Government and its agencies. Investments in this category would include but not be limited to the following: United States Treasury Bills, Notes and Bonds, and securities issued by the Small Business Administration. Government National Mortgage Association (Ginnie Mae). Veterans Administration. and Federal Housing Administration. b. Fully collateralized United States Agency obligations which carry an implied guarantee and the implied full faith and credit of the United States government. Investments in this category would include but not be limited to the following: obligations of the Federal Home Loan Banks System (FHLB) or its distinct banks and Financing Corporation (FICO). ( C. Other United States Agency obligations which carry an implied guarantee and the implied full faith and credit of the United States Government. Investments in this category \~ould include but not be limited to the following: obligations of the Federal Farm Credit Bank, Federal National Mortgage Association (Fannie Mae), Federal Home Loan Mortgage Corporation (Freddie Mac), Student Loan Marketing Association (Sallie Mae), Financial Assistance Corporation and Federal Agriculture Mortgage Corporation (Farmer Mac) . d. Interest bearing savings accounts, money market accounts, certificates of deposit. money market certificates or time deposits constituting direct obligations of any bank or savings and loan association certified as a qualified Public Depository by the State of Florida. e. Collateralized Mortgage Obligations (CMO) and/or Real Estate Mortgage Investment Conduits (REMIC). rated AM or equivalent by Standard and Poor's. Moody's or Fitch with an estimated maturity and class or tranche not to exceed 5 years. which are backed by securities otherwise authorized in this policy and which are guaranteed as to the timely payment of principal and interest by the US Government or its Agencies. 52.3 ( t;. ...... ~ ~- -- -~. ....-- , .~. ,'~'( ;(.',;'. ;,' '. ", '.' '" f' ." 4"" , ::-, ".~'~ .' ~~ ,- C',;","\, " ,t.. ,':; If'I\.'r f. Repurchase Agreements and reverse repurchase agreements collateralized by securities otherwise authorized in this policy. g. State of Florida Local Government Surplus Funds Trust Fund. (6) MATURITY AND LIQUIDITY REQUIREMENTS A. The City will attempt to forecast expected cash outflows and inflows by major categories. For months that the outflows exceed inflows the City will have investments maturing that month in excess of the forecasted deficits. B. As stated above the City will ladder its maturates so that there are maturates each month with the exception of months when the majority of Ad Valorem taxes are received. C. The City will attempt to keep the weighted average maturity to three years or less. Due to market conditions and cash needs the average maturity may temporarily be greater than three years but no greater than four years. (7) PORTFOLIO COMPOSITION. RISK AND DIVERSIFICATION Assets held shall be diversified to control risk of loss resulting from overconcentration of assets in a specific maturity. issuer, instrument. ( dealer. or bank through which these instruments are bought and sold. Diversification strategies within the established guidelines shall be reviewed and revised periodically as necessary by the Investment Committee. (8) AUTHORIZED INVESTMENT INSTITUTIONS AND DEALERS A. Banks - Certificates of deposit purchased under the authority of this policy will be purchased only from Qualified Public Depositories of the State of Florida as identified by the State Treasurer. in accordance with Chapter 280 of the State Statutes. B. Broker/Dealer Approvals and Limitations - Time, practicality, and general business constraints limit the number of investment relationships which can be managed on a regular basis. In most cases. normal investment activity will be limited to no more than ten dealer relationships. A broker/dealer list will be estab 1 i shed by the Fi nance Di rector or des i gnee. Thi s 1 i st wi 11 be presented to the Investment Committee for approval. This list will be updated as needed and approved the Investment Committee. 52.4 ( ~- ......- . ',.... : " J, " -r,.,::' .'.~ ":',." ":: ~ "'!"~'''. }f,', :'f, "',,", :'4 .~ ':':" 'I " ,,' :1'" ~..I""i ',_I ," ~', . ,.I,,' , .~: <-<'''''j (9) THIRD PARTY CUSTODIAL AGREEMENTS All securities purchased by the City under this policy shall be purchased using the "delivery versus payment" procedure. For all purchases and sales of securities the third party custodial will be notified by fax of the transaction including all details of the securities purchased or sold. The notification will be signed by two individuals authorized to make investment decisions. (10) MASTER REPURCHASE AGREEMENT All approved institutions and dealer transacting repurchase agreements shall be covered by a Master Repurchase Agreement. All repurchase agreement transactions shall adhere to the requirements of the Master Repurchase Agreement. (11) BID REQUIREMENTS After the Finance Director or designee has determined the appropriate maturity based on cash flow needs and marKet conditions and has selected one or more optimal type of investment, the security in question shall. when feasible and appropriate. be competitively bid. Competitive bids or offerings shall be received from at least three dealers/brokers on all sales or purchases except in situations where: A. The security involved is a "new issue" and can be purchased "at the auction" 8. The security has a fixed Mpostal-scale" rate C. The security involved is available through direct issue or private placement D. The security involved is of particular special interest to the entity and dealer competition could have an adverse impact with respect to the price and availability to the City. ~. '.' It is also realized that in certain very limited cases the City will not be able to get three quotes on a certain security. For those cases the City will obtain current market prices by one of the following to determine if the transaction is in the City's best interest: 1) Bloomberg Information Delivery System. 2) Wall Street Journal or a comparable nationally recognized financial publication providing daily market pricing. and 3) Daily market pricing provided by the City's Custody Agent or their corresponding institution. 52.5 , ' . L' ' '. . t , ' j.'" ..' I, . " I ~ , . .,'.', 1 l,( ~ t, \., ~ '.: '\ '\. . ~' ~,'. I. (12) INTERNAL CONTROLS ~ The Finance Director shall establish and monitor internal and procedural controls designed to protect the City.s assets and ensure proper accounting and reporting of the transactions related thereto. The Finance Director shall establish an Investment Comrnitteethat meets on a regular basis for the purpose of reviewing investment transactions, approving. brokers/dealer changes and other investment activities. (13) REPORTING The Finance Director or designee shall report on at least an annual basis the following information on the City's investments: A) Securities by class/type. B) Book Value. C) Market Value. and D) Income Earned ( 52.6 ( ~ , ,; " . '. ""', ' -, 1.' . .',"" I' . i~' ,\-4' ., " .'.J\' , . , ~ 't ~;~ t" . ' '.... , ' CLEARWATER CITY COMMISSION No. LO-l Policy Statement Land Development Street Vendors Date Adopted: 1/16/90 Amended: 3/19/92 Subject: General Topic Amends: Rescinds: Reference: 7/21/82 CM memo 4/14/87 Policy Book Work Session Ord. #5821-95 Sta Jdment: ( Administration will not process requests for approval of street vendors (i.e., hot dog stands, popcorn stands). This prohibition will exclude such vendors requested in conjunction with Special Events approved by the City Commission or as otherwise may be provided in the Land Development Code. Ord. #5821-95 allows sidewalk vendors in or immediately adjacent to public parks in the Urban Center District. ( 53 q--- - ~ ." " , , " ',,' . \, ' '",,' .\, ',. "',,. :" , ' ' , ~ . CLEARWATER CITY COMMISSION No. LD-2 Pol icy Statement General Topic Subject: Date Adopted: 1/16/90 Land Development Annexation Agreements Amends: Rescinds: Reference: 6/21/84 Agenda Item #100 Statement: The City Manager is authorized to approve routine annexation agreements involving one existing 6r proposed residences. Where a discrepancy exists regarding land use designations, right-of-way requirements, or any other circumstances. administrative approval is not authorized. A quarterly report of administrative approval is requested. ( 54 ( CLEARWATER CITY COMMISSION No. LD-3 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Amended: 3/4/93 Land Development Subdivision Monuments Amends: Rescinds: Reference: 2/19/81 Agenda Item #13 4/14/87 Policy Book Work Session 3/4/93 Agenda Item #34 Statement: New entranceway landscaping, monuments, signage, and walls shall not be allowed within the public rights-of-way of the City of Clearwater. Such special treatments are to be upon private property and in accordance with all applicable codes and regulations. The owners of all existing entranceway ( features occupying public property are to execute an agreement with the City of Clearwater wherein owners agree to keep all features in good repair, hold the City harmless for any liability arising from the use of the public right- of-way, and provide a $500.000 liability insurance policy. Upon failure of the owners to execute such agreement and provide the required insurance policy after forty-five days from written notice, or by tagging the structure when owners cannot be determined. or upon failure of the owners to repair or maintain any feature of the site which has fallen in disrepair after similar notice. the Public Works Department is to remove all such materials occupying the public right-of-way. A wooden sign with breakaway features approved by the City Engineer may be allowed within the public right-of-way when associated with the Parks and Recreation ~Adopt a Park" program, and is to be limited to a size necessary to name the sponsoring agency in 3-inch letters. Such sign to be a maximum height of 18-inches. 55 . '. " . \t ,~ ?".. ' '\." \ '. " I,.' , ..' . l /~. -,. . ~ ' CL[ARWATER CITY COMMISSION No. LD-4 Policy Statement General Topic Subject: Date Adopted: 1/16/90 land Development Petitions for Annexation Amends: Rescinds: Reference: 4/21/83 Agenda Item #21 Statement: Request to be made that all contiguous parcels under the same ownership be annexed simultaneously. 56 'L\:' ( '- ( c_ ..... .' CLEARWATER CITY COMMISSION ~LD-5 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Land Development Site Plan/Ord. Pending Amended: (Reword only) 3/19/92 Amends: Rescinds: Reference: 6/2/83 Agend Item #7 7/14/83 Planning Memo 10/16/89 City Attorney Memo Statement: After receipt and referral of an Ordinance amending the Land Development Code. minor plan changes to certified site plans may be accepted even if the proposed Ordinance relates to the proposed change. The request will still follow established procedures for processing. No building or site plans will be approved which are inconsistent with the pending ordinance. 57 . . . .' .' .. .: .' . ". '. '.' '. I' . - }' , ,~ , 4 ' 1 I ,', ",,' 1'1'. I ",! 'I ' . , j , ,., ", .' ,,.. , ' t, ~ r ' " , ,;.:",' ',::!<, .', :"';"":' ':<: . ":'t'. "'"~'.., CLEARWATER CITY COMMISSION No. LD-6 (", "~A . Policy Statement General Topic Subject: Date Adopted: 1/16/90 Land Development Scenic Corridors Amends: Rescinds: Reference: 1/10/85 Agenda Item #83 Statement: Support for limited development, low density residential development on scenic corridors. c- f' 58 ( s"', ,'. ,J ,'.1., " ~ , I ,. ".' '. j .. j '. ' J' I ' .; '. '" . . '\ . . . .';', . ~ \, . . CLEARWATER CITY COMMISSION No. LD-7 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Amended: 8/15/96 Land Development Easements - US19 Amends: Rescinds: Reference: 3/21/85 Agenda Item #52 Statement: The City will request 40-foot drainage and utility easements from developments along US19. ( ( 59 CLEARWATER CITY COMMISSION No. LD-8 Policy Statement General Topic ' Subject: Date Adopted: 1/16/90 Land Development Variance to RPD Projects Amended: 3/19/92 Amends: Rescinds: Reference: 10/3/85 CC Meeting #57 4/14/87 Policy Book Work Session Statement: No requests for additional enclosures in RPD (Residential Planned Development) projects that have been approved with zero lot lines are to be accepted. No variances in RPD projects shall be allowed without City Commission approval. In most cases. when the Commission approves the variance, they will require amendment to the site plan rather than approve as an individual variance. 60 ~. , t~ f ~;. t.:~ \<. ~, to., ~. t: ~. I> ):' ".; f.. ,. .. r.' (~ .; '. -. ,. P:. ~. f..: ( ~. , ., ~. II" '/ i~ ,.. t; t f);. t ~~ 1. t " , c' .' .~-,..." ,-: ." ", ~ '. , CLEARWATER CITY COMMISSION Policy Statement General Topic Subject: Land Development Landscaping of City Roads Amends: Rescinds: Statement: ~ Date Adopted: 3/19/92 Reference: Whenever possible. landscaping will be a part of City road and street improvement/construction projects. ( / ~ 61 , . . > ~ . . , , , " ' " ~. , . , ' 'I \.. .' '. ~ I, ,. .', ~ . '. " , ' .' .. .. . ~... ' ..... ' '. r" '. . ' , CLEARWATER CITY COMMISSION No. LD-12 Policy Statement General Topic Subject: Date Adopted: 2/3/94 Amended: 8/15/96 Land Development Parks & Recreation Card to Annexing Property Amends: Rescinds: Reference: 2/3/94 Minutes Statement: Resident Parks & Recreation cards may be obtained by petitioners for annexation upon acceptance of the application. 62 f","'; , , . ( c' " '. ' '! ," ,> " " " : ' , " " , ". , ' . ,."', ", ' CLEARWATER CITY COMMISSION No. LD-13 Policy Statement General Topic Subject: Date Adopted: 6/18/92 Land Development Subdivision of Property Amends: Rescinds: Reference: 6/18/92 Minutes Statement: If property was subdivided before 1982 into not more than two parcels, the City accepts the division and permits signs on each parcel. (~. C' 63 ~l . .:,. '. ..,.~ ., ' " .~ I .~, , , :" , -;, ......:' " I.. . .., .'. "", : ..' . . J ' ,: :" ... _ ': \.~ }'; CLEARWATER CITY COMMISSION No. LD-14 '. , ,. i: " , " .~. - Policy Statement ~ General Topic Subject: Date Adopted: 9/19/96 Amends: Rescinds: Reference: land Development Mobile Home Park Conversions 7/29/96 Work Session it p if j' Statement: ) t Objective 1.0 - Mobile homes are a component of the City of Clearwater's stock of affordable housing and should be maintained as a housing option for existing and future residents, so long as they are located outside the coastal high hazard zone. ~ t. r Policy 2.1 - The City shall make a determination that adequate mobile home parks or other suitable facilities exist for the relocation of mobile home owners prior to taking official action, including approval of a rezoning, which results in the removal or relocation of mobile home owners. In so doing, the City may consider voluntary arrangements or agreements witth the Clearwater Housing Authority or Clearwater Neighborhood Housing Services to relocate qualifying residents or other voluntary arrangements for relocation of mobile home residents displaced through the conversion process: however. the City shall not require such arrangements as a condition of rezoning or other approval. a. t ~': I':'.: '. f. t ~~ ,. Policy 1.1 - The City of Clearwater shall continue to use and maintain the RMH zoning classification to define existing mobile home park properties and to establish clear standards for any future development of new mobile home parks. Objective 2.0 - Determination of adequate facilities for relocation of mobile home owners shall occur prior to official City action. including approval of rezoning. ~ 63.1 ~{:\; .- . --.a_ LD-14 Cant. ....,.. . Objective 3.0 - Conversion of existing mobile home park sites to other land uses shall be compatible with surrounding land uses. Policy 3.1 - The Planned Development zoning classification shall be utilized for mobile home park sites that are proposed to be converted to another land use category where determined necessary to address site specific buffering, land use compatibility or other design issues. Policy 3.2 - City development review processes and procedures shall be evaluated in light of this policy document, with any needed changes to implement the specific goals, objectives and policies of this document completed by July 18. 1997. (0- '. ( 63.2 - L. ........ .....RlaWiI " , - . " . ". .,', " , CLEARWATER CITY COMMISSION No. LG-1 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Legal Case Reports 7/14/87 CA Memo I l f Amends: Rescinds: Reference: Statement: The City Attorney shall furnish to the City Commission a quarterly report of pending litigation, identifying each case, opposing counsel, the nature of the case. and the status of the case as of the date of the report. In addition. the City Attorney shall keep the City Commission and City Manager advised from time to time as to significant developments in each case. I 64 ~;f,: . - .... '~e lli.- ... ..., . .. " ,. J \ " ,. , " . '.. . CLEARWATER CITY COMMISSION No. LI-1 Policy Statement General Topic Subject: Date Adopted: 1/16/90 Amended: 3/19/92 Leisure Marina Slip Rental Fees Amends: Resci nds: Reference: 5/5/83 Agenda Item #10 4/14/87 Policy Book Work Session (Not Ratified) Ord. #3436, Otd. 3/15/84 10/16/89 Work Session Statement: ( Marina slip rental rates for shall be charged on a per foot per slip length basis. Oversized boats shall be charged the slip length rate plus a per foot charge for each foot the boat extends beyond the slip. The City Manager may approve rate increases, in accordance with Sec. 33.028, Code of Ordinances, of up to 5%, based on annual surveys of rates charged by other municipal marinas and so notify the City Commission. Increases above 5% will require City Commission approval. Note: This policy will need to be deleted or amended once the Marina Business Plan is approved. ( 65 - --_Il. --fiw.__a..__ JI'!>_ _".:..A -_----.--~ ~ .... -..------ .- ~ CLEARWATER CITY COMMISSION No. LI-2 ( Policy Statement General Topic Subject: Date Adopted: 1/16/90 Leisure Marina Parking Amends: Rescinds: Reference: 7/9/87 Harbormaster Memo Statement: Marina tenants may purchase parking permits that will allow the holder of the permit to park in any available metered space in the Marina lot, with the exception of the half hour spaces in front of the Marina Building, without paying the meter rate. Permits will be available in the following categories: 1) one half day: 2) all day: 3) monthly: or 4) yearly. This policy is to be deleted once the Marina Business Plan is approved. ( 66 ( .... 1--- -............ __ -L ~ ____-1__ ~-,- -. CLEARWATER CITY COMMISSION Policy Statement General Topic Subject: leisure Holiday Decorations Amends: Rescinds: Statement: No. LI-4 Date Adopted: 10/12/92 Reference: 10/12/92 Minutes Holiday Decorations along the Right-of-ways to be installed or paid for by the City will be limited to the Downtown core and Memorial Causeway. (' (,) i..., \ " '\: '( :: " ,\ ;r; .' / ," ;,: i \ \i " .~ ," / I, ,I '~"~'~'~ , '\\ .,{. '\'" /'/"\.1,\\: ':-';",~' "/'\' , . " ", ,\ .,,' .'.,,: \',1,.'/ \, "/~ \.~'/\ '.I() .,~ '.1"'/\ \',/1,> \. .\.,/<),11" ."1 \,' ","" ;,'i',,'. .'/;" \';, ,,' /\ ,1,,;1, :' f/.';Y'" "J.: \' ' ,1'1i ", '.,\.' \ r""'" ,'.1:'1:';"',"- "\/"I.V,I:' JI"")", ,'I.'I!'IN"I,/.\..'/: ""j'/,' , /" ",\,~.:'_~\I,:;~t; r.\,,~,., '" .j . l ., ." i'''' ,,'-, " ... \ I \ / / \\ I r , J I., I .' -, ,., -",; .:'."','~ '\h-J',./.;.>v. " ,," ,I,! I.,' / ,; /' \ '\ I '\ \\(,' . 'h ~. \~_L . )\ ,,\ \.' \' 'I',:......~.I " ' 1 .' I\'~' ",.., '\ ' 1.',: .\ -" \~ /.: \- ", \' '\ ".. "'" : ,1\ \ /:/ ,;'>';,:, /\. ...., . / ." ",\,J .'.,:{...' r ",I ",,, ,/ ,/\.' '\' /./( ,.,,' \ Y 1\..'. . .." , '1' ,,\1. .1. 1 '\ V /1\. '~"^ ~ .,: '.~\,\'~/I / \!;2 I';" I~J( \\ 'I. , . . ~, , l \' ,'\,{" I 1\ \ '1/ ,JI'I; Y ",'. r-..~I \. J,," ,I,^~t, I ", ,.~jt;.'".~.:t"';~ ". 1\'/ \ f" \. / / ~ . " ;' ..' " / ' :.;':;- , / . \ \ I. 'Ii, "0/' :i., . (:.) \ \ ',~'l. \ ~,,' ,\'f. '. . :"," ,'" /"1/::', ,.\ . .,\',.1'1,' "'".' " ';,. ,1:/,,'.-;' " , <' d';" \.' '... , . . -.; '.. . ,'. . '.. I ' ',' , . I . , I" ", 'd';..,_" '", CLEARWATER CITY COMMISSION No. LI-5 PDlicy Statement General Topic Subject: Date Adopted: 6/1/95 leisure Amending Rental Fees Amends: Rescinds: Reference: 6/1/95 Minutes - Statement: The City Manager shall notify the Commission 30 days in advance of implementing adjustments to rental fees for City facilities. ( 68 ( \'1: __ - Bl ___ .... ~ _'0 __ '. ~ . ~ '.. ''". . # ,.oi:, \ 1 , "",' ", 't" , "J , ....1 # " ~ " t " \1 (. ." ~ , ~,' "'~ . CLEARWATER CITY COMMISSION No. LI-6 l Policy Statement General Topic Subject: Date Adopted: 6/12/95 Leisure Marina Building Rentals Amends: Rescinds: Reference: Statement: The City Manager & Harbormaster shall have the option to bid or negotiate the lease based on rate and mix of tenant services. Staff to issue statement outlining appropriate tenant mix. Set a rental rate range of between $9 PSF to $12 PSF for second floor rooms and a range of between $12 to $18 PSF for first floor rooms. Current building tenants will receive first opportunity to rent a vacant space in the building. ( Continue the policy of negotiating the lease with the tenant and consider his/her record as a tenant during the ending lease period. The City Manager and Harbormaster will review and approve the business that is assigned to the space. Adopt an ordinance that will allow the City Manager to approve and execute Marina building For Profit Lease Agreements for a three year period. Current building tenants would have the option of a three year lease approved by the City Manager or a five year lease approved by the City'Commission. Continue using the "Standard" Lease Agreement, with the City Manager added as the approving authority on three year leases. Add to the Standard Agreement when to be in business. Continue with a percentage of gross sales with these two leases. Other Marina businesses that sell merchandise will have either a percentage of gross sales or yearly CIP increase added to their Lease Agreement. ( 69 ~. ......