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03/16/2000 J . . ' .. , " f ~ . , "" \ , . Agenda: 3 -16-00 'd ~ ~3 " 'J., ~ .. A . ~" ' .' ~ . . t . , , ' ' City Commission Meeting 3-16-00 note: 3-13-00 Preliminary (Worksession) Agenda and paperwork that was in package initially but then not continued onto Thursday's agenda is at the back of this agenda pack. () 491 ;",l,. '~i '.'. ..'. ,,~.. ~ . ~ ,.: . ,t .' ,~ t'. .,' ,.'. ," .1' I ~ . .... t", ' . I. .' ACTION AGENDA - CLEARWATER CITY COMMISSION MEETING Thursday, March 16, 2000 - 6:00 P.M. - Commission Chambers 1. Invocation - Commissioner Johnson. 2. Pledge of Allegiance - Mayor. 3. Service Awards - 3 awards presented. 4. Introductions and Awards - None. 5. Presentations a) Award for Phillies - Given. 6. Approval of Minutes - Regular Meeting 3/2/00 - Approved as submitted. 7. Citizens to be heard re items not on the Agenda Steven Sarnoff, thanked the Commission, the City Manager, and staff on behalf of the CWA Local 3179, IAFF 1158 and FOP10 for approving the pension plan. Robert Gonzalez expressed concern that cars do not stop for school buses at 2909 Gul"f-to-Bay Boulevard near Grande Bay Apartments. He said because of the heavy traffic and large trucks, it is difficult to see the bus's stop sign. John Tassanari expressed concern regarding the lack of restroom facilities near the children's playground at Crest Lake Park. He also expressed concern that nothing is being done east of Highland Avenue. Bob Minton expressed concern about the City Manager's position regarding the Church of Scientology. Bill Jonson expressed concern that all other City regulations are enforced except for those involving billboards. Jav Keves said he is tired of the Commission, Mayor, and City Manager being tried, convicted and executed by the St. Petersburg Times regarding the roundabout. He is confident the roundabout will be improved and felt the problem is more cars in peak times than the road can handle. PUBLIC HEARINGS Not Before 6:00 P.M. 8. Public Hearing - Declare surplus for purpose of leasing to Greenwood Community Health Resource Center, Inc., Greenwood Manor, Lot 4 less road, Lot 5 & N % of Lot 6; approve lease with the Center for initial 30 year term for total rent of $30 payable in advance (ED) - To be Continued ACTION: Continued to 4/6/00. 9. Public Hearing - City of Clearwater Fiscal Year 1998-99 Consolidated Annual Performance and Evaluation Report (CAPER)(PLD) ACTION: Approved. 3/1 6/00 1 , '. . I .' " . ',. ' ' , ~ ", . J " " .' . \', " CITY MANAGER REPORTS CONSENT AGENDA (Items #10-13) - Approved as submitted. The following items require no formal public hearing and are subject to being approved in a single motion. However, any City Commissioner or the City Manager may remove an item from the Consent Agenda to allow discussion and voting on the item individually. 10. Approval of Purchases per Purchasinq Memorandum: 1) Kaiser Pontiac-Buick GMC, Inc., six 2000 GMC Sierra cab & chassis, replacements, 1 with dump body, 1 with stake body, and 4 with service body & hydraulic lift, $144,300.84; funding to be provided under City's Master Lease-Purchase Agreement (GS) 2) Maroone Auto Plaza, one 2000 Chevrolet crew cab pickup, replacement, $21,233; funding to be provided under City's Master Lease-Purchase Agreement (G5) 3) Maroone Auto Plaza, five 2000 Chevrolet ~ ton pickups, replacements, $108,405; funding to be provided under City's Master Lease-Purchase Agreement (G5) 4) Maroone Dodge, one 2000 Dodge cargo van, replacement, $14,803; funding to be provided under City's Master Lease-Purchase Agreement (G5) 5) Gateway Chevrolet, four 2000 Chevrolet cargo vans, replacements, $67,705; funding to be provided under City's Master Lease-Purchase Agreement (GS) 6) T Thomas d/b/a Holly Chevrolet, two 2000 Chevrolet cargo vans, replacements, $36,370.62; funding to be provided under City's Master Lease-Purchase Agreement (GS) 7) Dick Norris Buick Pontiac GMC, one 2000 cab & chassis with utility body, replacement, $22,587; funding to be provided under City's Master Lease-Purchase Agreement (GS) 8) Industrial Refuse Sales, front loading refuse containers & spare parts, 3/17/00-3/31/01, est. $75,000; funding to be provided under City's Master Lease-Purchase Agreement (SW) 11. Pension Advisory Committee - Reappoint Commissioners Johnson & Hart for term to 4/4/02 (ClK) 12. Sidewalk & Utility Easement - Gulf to Bay Shopping Center, Lot 2 (Autozone, Inc.)(CA) 13. Sidewalk, Landscaping, & Utility Easement - Barbour-Morrow Sub., Blk A, S 5' of Lot 41 (Iocoloano / Caraco / Linares) leA) OTHER ITEMS ON CITY MANAGER REPORT 14. FY2000 First Quarter Budget Review (BU) ACTION: Approved. a) First Reading Ord. #6517-00 - Amending Operating Budget for Fiscal Year ending 9/30/00 ACTION: Ordinance passed 1st reading. b) First Reading Ord. #6518-00 - Amending Capital Improvement Program Report and Budget for Fiscal Year ending 9/30/00 ACTION: Ordinance passed 1 st reading. 3/16/00 2 , " ' . < " . . '. . . I '. ~' . , _:-. ',.' , J) . : ~. "'. _' l'" ' . .. .: "; '., . , ' I 15. Status of Roundabout ACTION: Update given. Consensus to, as soon as possible, install metering traffic light at Eastshore, provide additional lane marking and signs. Additional long term modifications and cost to be brought back. 16. Agreement to Public Enterprise Group, act as Clearwater's agent in negotiating corporate partnerships, amount not to exceed $40,000 (SFS) . ACTION: Pulled. 17. Other Pending Matters The City Manager distributed the National League of Cities' Legislative Priorities. The major item is Internet taxation. Clearwater is one of the cities tracking this information for the League so they can identify potential revenue losses. CITY ATTORNEY REPORTS 18. Other City Attorney Items The City Attorney requested the Commission's permission to file a lawsuit for damages due to damage to a Clearwater gas main along Tampa Road. The Commission approved the request. 19. City Manager Verbal Reports - None. 20. Commission Discussion Items a) involvement with Downtown Master Developer The City Manager asked in what format the Commission wishes to be informed of the deGuardiola's progress regarding the Downtown Master Plan. Consensus was to request a biweekly report from the deGuardiola group. If any Commissioners have further questions, they can contact deGuardiola individually. 21. Other Commission Action Commissioner Hart encouraged everyone to use alternative forms of transportation to and from the beach. The City is offering free bus and ferry service to those areas. He stated it is important not to impede development but enhance it and encourage redevelopment. Commissioner Hooper said Vet Rock is Saturday from 12:00 p.m. to 9:00 p.m. Paint your Heart Out Clearwater is Saturday. Greek Independence Day is Saturday at 1 :00 p.m. at City Hall. The North Greenwood Community Resource Health Center groundbreaking is Saturday at 10:00 a.m. 3/16/00 3 ~' ~; ., i, , ;.,' Commissioner Clark thanked the City Manager and Purchasing Director for their efforts and success in encouraging a local vendor to bid on the sale of a vehicle to the City. He said Spring Training this week is a great success and was sold out. Mavor AunQst said he and his wife attended the 50th anniversary of Temple B'Nailsrael. He also attended an opening for the Shuffleboard Hall of Fame on N. Ft. Harrison Avenue. He attended a Goalbusters luncheon at Public Services. He is impressed with the organization and their passion for the City. He was impressed with tonight's discussion regarding the Roundabout. 22. Adjournment - 9:21 p.m. 3/1 6/00 4 . . .' '. ..... l' ...... . ~M :.....: .. ". ~ ~~ CITY OF CLEARWATER Interdepartmental Correspondence TO: Mayor and Commissioners FROM: Cynthia E. Goudeau, City clerg SUBJECT: Follow up from March 13,2000, Work Session COPIES: Michael J. Roberto, City Manager DATE: March 14, 2000 Follow up information is provided in final agenda order: Item #11 - Pension Advisory Committee - the item has been revised to reappoint Commissioners Johnson and Hart and has been placed on the Consent Agenda. Item #16 - Public Enterprise Group - information regarding the number of and revenue from vending machines currently in parks facilities is being prepared. Miscellaneous - The large cylindrical structure under construction at Drew and Ft. Harrison is a Minaret for the Albanian Islamic Center. It will be 57 feet high when completed and has been permitted through the PDS Department. (per Gary Johnson after speaking with the contractor on site.) , ,', , J ,< 1 ,." . ",,' l ",'. j'" , (8 Clearwater CIty Commission Agenda Cover Memorandum Final Agenda Item # 3/13/00 Meeting Date: 3/16/00 SUB JECT IRECOMMEN DA liON: SERVICE AWARDS D and that the appropriate officials be authorized to execute same. SUMMARY: The following employees be presented with service awards for their length of service in the employment of the City of Clearwater BACKGROUND: 5 Year I ke George Randy P. Barnoski James D. Johnson, Jr. Karen Cunkle Christopher N. White Public Utilities Public Utilities Public Utilities Finance Police 10 Year Douglas A. Blackwell Tracy L. Kimball William A. Buzzell Police Police Solid Waste 15 Year Joseph S. Colbert Jack L. Boswell. Sr. Fire Solid Waste 25 Year Raymond D. Boler Gerald McDevitt Public Services General Services 30 Year Joseph C, Johnson Information Technology Reviewed by: Originating Dept: Costs legal NA Info Tech NA Human Resources Total Budget NA Public Works NA User Dept. Funding Source: Purchasing NA DCtvVACM Capliallmprovemenl Current Fiscal Year Risk Mgmt NA Other NA Attachments Operaling Olher Appropriation Code: o None Rev. 2/98 -:. ~.-. (8 t:b 1- Oear\Vater Oty Chmmission j\genda Cbver Mmorandum- Worksesslon Item tt. R nal Agenda Item ., Meeting Date: 8 3 . J(P . (X) SU~T/RECOMM~DAll0N: Declcre as SJrplus for the purpore of leaSng to Greenwood Community Health ResJurce Center, Inc. (" Center") Lot 4, less rooo, Lot 5 a1d the north half of Lot 6, GREENWOOD MANOR, a1d ~prove a lease with the Center for an initial term of 30 yea-sfor total rent of $30.00 payable in adValce, 9.Jbject to other terms a1d conditions of the lease, 1m and thci the approprhie officials be authorized to execute same. SUMMARY: . The City's 1999 Legistative Package supported a Sate ~propriation of $300,000 for construction of the North Greenwood Health Resource Center rCenter"). . The appropriation was granted CI'ld the City proposes to fa:ilitate development of the Center by entering into a nomina rent ground lease of the subject property. . On October 21, 1999 the City Commis.son Approved the purchase of ooditional properties required to compete the construction of the Center end directed staff to s;hedule a public hearing to declare the property SlJrpl us to the needs of the ci ty for the purpose of leaS ng the property to the Center. . The City a::quired the properties in 1999 crId 2000 in sepcr-ate trcnsactions with three owners for the approximate tota anount of $48,000 including all tra1saction costs, legal expenses end forgiveness of City liens a1d estimated demolition expenses utilizing Brownfields Redevelopment Grant funding a1d Community Development Block Gralt Funding. o No General Fund alocationswill be made for the project. . Among other provisions of the lease, the Center will pay nomina advence rent of $30.00 for the lease term. maintain commercia genera Iic.t>ility insurc.nce in the minimum aTlount of $1,000,000 with the City as a:fditionaf insured, end, if not in default at the end of the lease term, shall have the option of renewing for en a:fditional 30 y~ term if CfJproved by the Commission. . The proposed Commis9on actions are governed by ald comply with provisions of ~ion 2.01 (d)(5)(vii) of tile City Chcrter. RMewed by: Legal ~ Info Svc NA Budget NA Public Works NA Purchasing NA DCM/ACM Risk Mgmt NA Other Originating Dept: fronomlc D evelopl1}el1t User Dept. Costs NA Total Funding Source: Current FY CI OP Other Attachments &lbmitted by: City Man.,- Primed on recyd [X] None o riation Code: Rev. 2/98 , ~",' H' (.' ~ . ',. i .. .' ..., , , ." . r, ~') I' . f . P L't .1- Clearwater City Commission Agenda Cover Memorandum Wortcsession Item I#: q 3-/~. ()() Rnal Agenda Item # Meeting Date: SUBJECT/RECOMMENDA TION: Approve the City of Clearwater FY 1998-99 Consolidated Annual Performance and Evaluation Report. J:J and that the appropriate officials be authorized to execute same. SUMMARY: The Consolidated Annual Perfonnance and Evaluation Report (CAPER) is the principal administrative report documenting the City's expenditures of Community Development Block Grant and HOME Programs funds to the U. S. Department of Housing and Urban Development. It serves as the basis for program monitoring for compliance and for financial audits. It provides HUe with necessary infonnation for the Deparbnent ~o. meet its requirement to assess each grantee's ability to cany out relevant Community Planning Development (CPO). programs in compliance with aU applicable rules and regulations. It provides infonnation necessary for HUD's Annual Report to Congress and it provides grantees an opportunity to describe to citizens their successes in revitalizating deteriorated neighborhoods and meeting objectives stipulated in their Consolidated Plan. The City of CfeaiWater FY 98 CAPER contains infonnation on the City's assessment of activities listed below: Reviewm by: ~ Budlel Purchasins RlskMpnt. IS ACM Othu Submitted by: . Assessment of three to five year goals and objectives . Affinnatively Furthering Fair Housing . Affordable Housing . Continuum of Care . Leveraging Resources . Citizens Comments . Self-Evaluation N/A Originating Department: CCISts: PlANNING AND DEV ENT 5 Commission AdJon: [] Approved o Total IJ Approved w/ConditJons IJ Denied [J Continued to: Cufftnt fisca.I Ysr Funding Source: o ~w ,rnprowement: CJ Operatlns: CJ Other. Attachments: Advertised: Yes Date: December 26, 1999 Paper: SL Pelersburs nmes CJ Not Required Affected Parties: CJ Notified Not Required Appro;:r.:ation Code [J None Oty Manapi' o Printed on recycled ~er .;' .,~ '., '}.' . .' .. , ~,," 't' r. " ". . .", I.. Y . . . '..". T ' , . > .~, " . '. '.". '4l FY9S..gg Community Development Block Grant and Home Programs Budget and expenditures Summary Agency Project CDBG HOME CDBG HOME Program Program Funds Funds Budgot Budget Expended Expended Housing and Uran Development Dept Administration 199,800 43,000 144,289 33,239 Community Services Foundation Fair Housing 12.000 12,000 '# Career Options Economic Development 71,928 39,032 Clearwater Economic Development Economic Development 175,000 78,123 Sul>-total Economic Development 246,928 117,155 Home Owners Training 4,743 Clearwater Home Ownership Home Ownership 139,589 55,400 91,796 Clearwater Housing Rehabilitation I-Iouslng Rehabilitation 43,959 80,700 38,146 Clearwater Rental Housing Dav. Rental Housing 250,000 187,500 Sub-total Housing Programs 183,548 386,100 129,942 187,500 CSF-Family Resource Canter Public Facility 26,872 Head Start Public Facility 130,095 130.095 Homeless Emergency Project Public Facility Kimberly Homes Public Facility 95,000 Semity Club Public Facility 32,572 32,572 Sub-total Public Facilities 257.66.' 189,539 ".' Boys and Girls Clubs Public Services 8,915 8,915 Clearwater Homeless Intervention Proj Public Services 56,012 49,140 Clearwater Housing Authority Public Services Clearwater Homeless Intervention Proj Public Services 4.464 Partners in Self-Sufficiency Public Services 50,000 50,000 Pinellas Opportunity council Public Services 34,923 34.923 Sub -total Public Services 149,850 147,442 Grand Total 1,054,536 429.100 740,367 220.739 I ";0 '';{ ", ,j' , ... ~.' - '~ I,' I; ~,.: . . , ' ,', '" . I .t~ . ~ . ~,'~ J' . ..' J1", ~: M M I M ... 1M 0\0'" 0\ .. 0\0\ ...0 .. llQfa:lt4 !(:tC! O~~ o '" I 0\ o I 0\ 0\ 0\ ... ~ ... o I o ... I CO 0\ 0\ ... 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'" ..,0101 CJ\ ... rlOI('fI 1""1 (I)- 00 . .... ~ 8 >et: ~ 110 ... ~I~ ~ ~ ~1101-1 H f-o 0 E-4 ~~~ E-o ~ ~~~~ ~~~ ~~~~ ~~~ I + Cl.)CI]~" ~~~~ ~~~~ 8E-<....lloo Cl)HH PI 0 ~~~ e ~E-<~.qil ~~~cn tlJC)E-4 :O=~~P:Z: ;~~~ totjglQC.O ikl........... OOlEl-I 8lE ..:l CI) OE-t OO~ laau~ g:UE-<O ~~~~ ~~t~ c:ac:a In tIJ~ ~gg~~ ~~ ~totH~C. I~CIl~ ~~~~~~ ~~~ l'(,cC,cCQ~~ QO~ ~PtPtO(f-oG ocCE-<c. ~ ~ ~ Cf.l tot :0= H ~ ~ 8 ~ g. ~ ~ ~ g. .. :> e.. ~ ...,..,.IIl\Of"oCX)(JIOrlN ...,MMl"ll"ll"ll"l""", '. ~,"".;;~~"r..,,'"'''~~-~~'',:.''' .: :". :', '.: '\, ,,....,.: ". I '"; , : -' ,,-. . \ r': ... 'J':"" ." ~: ..' \~:'.'.', .\~": """# ,', :"'; CITY OF CLEARWATER, FLORIDA CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT FOR FISCAL YEAR 1998-1999 In 1995, the City of Clearwater participated in a consortium with the City of Largo and Pinellas County to develop a five-year strategy for the Comprehensive Housing Affordability Strategy. The consortium identified five general priorities for assisting households; that are to provide decent, adequate and affordable housing in safe and desirable environments for (1) renters, (2) homeowners, and (3) homebuyers and to provide housing and supportive services for (4) homeless and (5) non homeless with special needs. Rental Strate~ The strategy for rental includes maintaining existing rental housing stock through rehabilitation, providing additional funding for acquisition/rehabilitation, conversion, and/or new construction and providing additional rental assistance to very low-income households so that housing costs, including utilities, do not exceed 30% of gross monthly Income. A rental housing market analysis conducted by Pardue, Heid, Chruch, Smith and Waller disclosed a tightening rental housing market in Clearwater. Historically, in 1995 the vacancy rate was 3.80/0. In 1997 the vacancy rate shrank to 2.1 %. For the elderly tenant this tight rental housing supply meant that the elderly tenant paid an increac;ing portion of their household income for rent. The market analysis identified that 1,689 elderly rental households are paying more than 35% of their household income for rent. These households represent 44.60tlo of all elderly renters in Clearwater. During this reporting period the City provided a $250,000 permanent loan to build 240 new affordable apartments for the elderly. Five of the units are HOME assisted. All of the units will be rented to households at 60% of area median income or less. The monthly rents are projected at $529. Funding for this project included $187,500 from the HOME Program, $58,767 from program income from the Rental Rehabilitation Program and $3,733 from the State Housing Incentive Partnership Program (SHIP). Other funding for this project is from the State's Low Income Housing Tax Credits. The project is currently underway and is scheduled to be complete in September 2000. ... " ""~''''''j,I~.''-r,y,:''R\''' i" ~ _ ~"', ..~,' '~'.'.., ,I, ...:,...""'..,':':1 .j.~I,:. .,'"J' t ,~",':t/:t',' ,..'~,,,:,'~,:",' "vI~+-p'~,~'. I':.'.~.".:..t'",:~... Homeowner Strategy The strategy for homeowners list the following as its strategy: (1) bring housing up to standard and modernize when possible, (2) remove architectural barriers, (3) demolish units that prove economically infeasible to rehabilitate and provide relocation benefits, (4) conduct code enforcement activities, (5) ensuring housing cost is less than 30% of household income, (6) promote energy efficiency and prevent loss of home. Twenty eight percent of the housing units in Clearwater are over 30 years of age. To assist homeowners, who need rehabilitation, the City offers loans through the Challenge 2000 Loan Program and a Rehabilitation Loan Program. The loans are available to owner occupied households with income that are considered: very low, low, or moderate . Income. The City endeavors to make home repair loans for very low to moderate income homeowners on a Citywide bases through the Housing Rehabilitation Program. Loans can be for either emergency or substantial rehabilitation. A not-for-profit organization Clearwater Neighborhood Housing Services, Inc. (CNHS) participated with the City in the rehabilitation program. The City provided $43,959 in new CDBG funding and other funding through the City and CNHS Rehabilitation Program Revolving Loan Fund (program income). In addition to CDBG, the City made available $80,700 through the HOME Program and $166,825 through the SHIP program for a total of $291 ,484. The City along with the services of CNHS set a goal of rehabilitating 18 housing units this year to preserve the existing housing stock. Four of the units were targeted for families whose income is 35% or less of area median. Six units were targeted for families with income between 35-50% of area median. Eight units were targeted for families with income between 50-80% of area median. During this reporting period, $78,511 was provided in new loan activity with $85,661 in expenditures. This activity resulted in 10 loans out of which, 4 families were considered very low income and 6 were consider low income. The City also provided $279,850 in loan activity through the State Housing Incentive Program for rehabilitation. This resulted in financial assistance being provided to 12 very low-income families, 12 low-income families, and 2 moderate income families.. Homebuyer Strategy The strategies for homebuyers include providing housing counseling progranl, financial assistance to very low and other low income households with down payment and closing costs, and in making monthly mortgage payments affordable. Other strategies include providing a means to finance the cost of rehabilitation as part of acquisition, providing 2 I....:':-~'. '.~~.~"~"'" #,,(.:...~..(.r""'.J,: '''f'_...! ."..... '!,' '~".....,~;;'i~ !".;,.',~.,.,:.' ':.'V,:., 'f' ""~'t':'.""':,'~;'.t..,.~~ ~~'I""'''''I'~~'' .~~:, -" additional housing units affordable to very low and other low-income households, and upgrading neighborhoods and encouraging activities to promote safe neighborhoods. The priority of needs identifies the cost burden for owner households with cost burdens greater than 30% and greater than 50% as medium level priority for households below 50% of area median income. It also shows a high priority of needs for households with a cost burden greater than 500/0 whose income is between 51-80% of area median. According to the 1990 Census, the median cost for owner occupied housing was $80,400. It was detennined that families whose income was very low or low would not be able to afford owner occupied housing without subsidy. Some moderate-income households would be able to afford a home provided they had good credit. The City offers several programs so that housing is made affordable. The City's Home Ownership Program will provide funds to purchase land, provide down payment assistance, pay impact fees, disposition costs, closing costs and build new homes for income eligible first time home buyers. Funds in this program are also available to four non-profit agencies financing their clients home ownership needs. These agencies include Clearwater Neighborhood Housing Services, Inc., Community Service Foundation, and Habitat for Humanity and Tampa Bay Community Development Corporation. The City provided $144,332 in CDBG fimds, $55,400 in HOME Program Funds and $302,975 in SHIP funds for a total of $502,707. The funds were also levera.ged against private sector financing to provide affordable housing. During this reporting period, the City and its sub-recipients listed above, provided homebuyer opportunities to 37 families. Through the efforts of the City and its sub- recipients, a total of $261,729 were provided for down payment assistance to these families. Nine households were from those whose income was less than 50% of median family income. Twenty-six of these households were from those whose income was between 50-80% of median family income. Two households were between 80-120% of area median. Four of the households were elderly. In addition to housing loans, housing cOlillseling services were provided by three of the City's housing sub-recipients. They include Clearwater Neighborhood Housing Services, Inc. who administers a Fast Track Housing Counseling Program, Tampa Bay Community Development Corporation (TBCDC) who administers a Home Buyers Club, and Community Services Foundation (CSF) who administers a Neighbor's Housing Counseling Program. Funding for the TBCDC and CSF programs is provided through the SHIP Program. During the fiscal year, $25,000 was made available to CSF and TBCDC through the SHIP and CDBG funds that assisted 301 families. Homeless Strategy 3 ''',. (" .'., ~ " . ~, "" \ ',,' <' ",: '.' ," '~t" ,.... ;1." " ,~, ,',' ,> 'j ,.~'.."""'. ,'.~., Strategies for the hOlneless included developing programs that nIeet the emergency housing and supportive service needs of the homeless, including special sub-populations and the street homeless. Other strategies include preventing low income individuals and families with children from becoming homeless and m.aking housing programs and developing programs to help the homeless make a transition to permanent housing and independent living. The City provided $56,012 to Clearwater Homeless Intervention Project to operate transitional housing for the homeless facility. The agency provides housing and case management services to over 2400 homeless individuals. Also during this fiscal year $58,216 was provided to the Honleless Emergency Project to renovate four housing units for homeless families. Two units were completed during this reporting period and the remaining four are budgeted. ~on-Homeless Strategy The strategy for housing and supportive services for non-homeless persons with special needs (the elderly, frail elderly, severe mental illness, developmentally disabled, physically disabled, alcohol/other drug addition person with HIV/AIDS) include upgrading existing andlor provide additional supportive housing and services. To address the needs of the alcohol and drug dependency population, the City provided $32,571 to the Serenity Club to renovate public restrooms to ADA compliance. The Serenity Club provides alcohol and drug dependency counseling. CDBG funds were also provided in the amount of $34,923 to Pinellas Opportunity Council to administer a Chore Services Program. Through this program various chore services were provided to the elderly, frail elderly, developmentally disabled and physically disabled to assist theIIl in remaining in their home and not being place in a nursing home. NQN- The City also listed other non-housing objectives in its five-year strategy. They include eliminating slum and blighting influences, eliminating conditions which are detrimental to health, safety, and public welfare, the reduction of the isolation of income groups within the community, the alleviation. of physical and economic distress through the stimulation of private investment, and the establishment, stabilization and expansion of small businesses. There are several non-housing factors which causes a blighting influence on communities. They range from vacant boarded structures to crime. During this reporting 4 oJ! ~' I ',~ ~ ~ ,. '".if . ',': ., ~ ,\. ' : I{l " ""'~ ~ ,. :,'~ (',~, ..' _" :' '_:', E" .' A.' .. ,,:~,', ,.,', " period the City acquired three vacant dilapidated structures with CDBG assistance. The structures will be demolished and made available for positive low to moderate-income activities. Two other structures were razed through the City's Brownsfield Program. The City's Neighborhood Revitalization Strategy identified four strategies. They include (1) Elirninate barriers to investment, (2) Expand investment resources, (3) Increase public infrastructure investment and (4) Increase job training and placement services. The City has taken several steps over the years to address the strategies in the Neighborhood Revitalization Strategy. Steps included developing a flexible code enforcement program, purchasing and demolishing dilapidated buildings, working with local law enforcement to reduce crime, funding outreach programs and providing loans to small businesses. During this reporting period the City provided $33,500 in COBG funds to three small businesses in the revitalization strategy area. These loans were provided through the area benefit to the low-income community criteria. Until October 1999, the City of Clearwater had designated the Human Relations Department as the lead agency in affirmatively furthering fair housing and enforcing the local fair housing ordinance. They investigated and enforced the fair housing laws and provided the administrative procedures in which the City follows to enforce the fair housing laws, as well as to respond to any fair housing complaints received by the City. The City of Clearwater continues to enforce Fair Housing laws but through the consolidated efforts of the Pinellas County Human Resource Department, who has the responsibility throughout the County. The County provides the necessary investigations and recommendations regarding Fair Housing issues (excludes the City of St. Petersburg). Actions taken by the City of Clearwater Human Relations department during the repOIting period include the following: (l) distributing fair housing literature at housing fairs, job fairs, and special activities and (2) obtaining a proclamation for fair housing month. In addition to the Human Relations Department, the City is working with Clearwater Realtors through the Voluntary Affirmative Marketing Agreement Program (V AMAP) to further fair housing opportunities in real estate transactions. To further these efforts of the V AMAP, the Clearwater Board of Realtors enlisted the services of the Community 5 . . :' ~ ,".. ' ~ l , ' I . ~ , " A' t j'" , " , - " ' Housing Resource Board to focus on the federal, state and local enforcement agencies, housing industry groups and volunteer community groups working together to promote fair housing practices. These efforts include the following: · Providing public information on fair housing. · Assessing community fair housing needs and identifying local problems and issues that impede equal housing opportunity. · Evaluating performance and effectiveness of the V AMAP. · Expanding minority involvement in the real estate industry. · Expanding public awareness of housing opportunities in the community. · Developing cooperative solutions to problems associated with the implementation of the V AMAP. Other actions during the FY 1998-99. fiscal year include the following: o Continue to support the operations of the Pinellas County Human Relations Department, Clearwater Board of Realtors, and the Community Housing Resource Board. · Provide $12,000 in Community Development Block Grant Program to the Community Service Foundation to implement a fair housing education program. e Provide approximately $20,000 in funds through the State Housing Incentive Program to the Community Service Foundation and Tampa Bay Community Development Corporation to implement homebuyers training programs to encourage homeowner opportunities throughout the City. For infonnation detailing the progress in meeting its specific objective of providing affordable housing, including number of extremely low income, low income, and moderate income renter and owner households assisted during the reporting period and the number of households assisted, please see the housing strategies listed on pages 2-3. The City of Clearwater listed homeless issues as a high priority in its 5 year Consolidated Plan. The plan stated that an estimate of $60,000 was needed for outreach assistance, $600,000 for Emergency Shelters, $2,500,000 for Transitional Shelters, $5,000,000 for Permanent Supportive Housing, and $7,500,000 for Permanent Housing. In FY 96 and FY97, the City provided a total of $200,000 to fund the Homeless Emergency Project to build 16 unit transitional housing complex for homeless individuals 6 't'~~ ., .' I, ,,' -', . : , ~. ~ ,f \, , . , . I I , f'. '. ....r' I , and families who suffer from alcohol and drug abuse, mental illness, or physical disabilities. The $200,000 investment leveraged an additional $900,000 for this project to give it a total project cost of $1.1 million dollars. The complex is now completed and provides housing to homeless 16 families. Also during this reporting period (FY 99), the City provided $56,012 in CDBG to the Cleanvater Homeless Intervention Project as operating capital for the Emergency Shelter Facility as part as its continuum of care. The City's Police Department provided addition dollars for program operations. The facility provided shelter, food, counseling and case management services to over 2400 individuals. In efforts to plan for the upcoming Five Year Consolidated Plan, the City is developing a continuum of care strategy for the homeless and special needs populations. This effort will address the emergency shelter and transitional housing needs, in addition to helping the homeless person(s) make the transition to pennanent housing and independent living that is in the planning stage. It would consist of collaborative efforts between the service providers, participants from local area funding providers tlle City of Clearwater, Pinellas County, City of Largo, City ofSt. Petersburg and the Juvenile Welfare Board. Fostering and maintaining affordable housing In an effort to contain escalating economic costs and provide affordable units, the City of Clearwater has provided the following: . designing homes that are practical and efficient o subsidizing for impact fees . providing financing at below market rates to clients . funding sub-recipients to acquire vacant properties and build affordable houses . working with sub-recipients to acquire homes foreclosed by HUD and reselling them as affordable housing units . paying for infrastructure improvements with general revenue funds . changing the City's development code to reduce street size and other development . working with the local housing authority to buy property and resell for affordable housing 7 ,;t' " , ,..' .".." , '.,1. . . ..' .". ." ., '". '....: '.' .', :'..,.. ~ . working with developers to put together applications for funding through the low income housing tax credit program, state of Florida housing bond program and other resources to build rental writs for affordable housing. Barriers to Afford3hJe Housing Through the State Housing Incentive Partnership Program (SHIP) Clearwater's Affordable Housing Advisory Committee reviewed the following areas to identify potential baniers to affordable housing. . Affordable housing definitions . Permit Processing . Impact Fee requirements . Infrastructure capacity . Residential Zoning Density . Transfer of Development Rights . On-site Parking and Setback requirements . Zero-lot Line Development . Sidewalk and Street Requirements . Regulatory Review Processes . Inventory of lands suitable for affordable housing development The Committee determined Clearwater already had systems in place to address these potential barriers. They did recommend several additional steps to address potential barriers. First, they recommended a change in the definition of affordable housing to "Safe and sanitary housing which can be rented or purchase in the market without spending more than 30010 of a household's income and which is available to a household earning 1000/0 or less of area median income for non-elderly and able bodied residents, and 120% or less of area median income for elderly and disabled residents." Second, the committee recommended reducing the parking requirements of 1.5 spaces per unit for multi-family and 2 per unit for single family developments for elderly and very low income projects. Third, the committee recommended setbacks in older neighborhoods be consistent with the existing block face average. Fourth, they recommended amending the housing code to allow garage apartments. Finally, they recommended changing the receipt and referral process to reduce the processing time for developments of 25 acres or less. Based upon the results by the steering committee, the City of Clearwater will continue to research, monitor and carry out programs that affect the objectives identified in the consolidated plan. The Housing Division will continue to push the following agenda to: 8 ., 'I .. ." " " ~ 'j .' .... " , l' ~,. j. , . _' . ", ' · The ex.pedited processing of permits for affordable housing projects · The modification of impact fee requirements . The allowance of increased density levels · The reservation of infrastructure capacity for housing for very low and low income persons ~ The transfer of development rights as a financing mechanism for housing for very low Income persons · The reduction of parking and setback requirements . The allowance of zero lot lines . The modification of sidewalk. and street improvements . The establishment of a process by which the City considers, before adoption, procedures and policies that have a significant impact on the cost of housing . The preparation of a printed inventory of locally owner public lands suitable for affordable housing. Comprehensive J.>Jan Analysis The City will use the housing element of the Comprehensive Plan to monitor and measure the program effectiveness in reaching the goals and objectives of the program. Fostering and maintaining affordable housing is one of the City's primary goals. In this year's plan, the City will use SHIP fimds to finance impact fees associated with building new homes. Impact fees are not eligible under the CDBG program. We will continue to review construction standards to reduce costs without sacrificing the quality of housing units. L~3a Based.JlJlint Lead based paint is a serious problem throughout cities across America. It is usually prevalent in homes built subsequent to the 1970. Clearwater housing stock is relatively new with the average home being built after 1970. However the City still maintains that lead based paint is a serious issue and conducts housing inspections to determine if there is defective paint surfaces. If lead conditions are present, the lead paint is either removed or covered in a manner described by HUD. No lead based paint conditions were found during this reporting period. The City will continue its effort to rid structures of lead based paint. We will continue to test and remove all lead based paint surfaces in structure rehabilitation under our programs. CleaIWater will use the services of the Pinellas County Environmental Departnlent to test all structures with defective paint surfaces and the local Health Department to test children for elevated blood levels. 9 ,,:. : . , f." _ t '~. ~. ",~' t' "~~'" ',.',... I,' ,~" "-1.."f....~ .J. ~..< . '." :",' ,," .;.. The City also completed an assessment of all homes in one of the low-income areas for asbestos. The City is presently designing a strategy to address this issue. .Poverty Level Assessment Reducing the number of residents who live below the poverty level is very important to the City of Clearwater. The City realized that the most effective way to reduce the number of persons below the poverty level was to increase their income though providing employment opportunities. Seventy five thousand in CDBG funds was provided to Career Options to provide job training and job placement services to residents from public housing units and low income neighborhoods. The City will provide funding to support service organizations that reduce impediments for families allowing them to rise above the poverty level. Clearwater also provides economic development opportunities to for profit businesses that agree to hire lower income individuals. Through the co.ordination among programs including the EP A and State Brownsfield Redevelopment initiatives and the Federal Weed and Seed program Clearwater will endeavor to expand efforts to reduce impediments. Institutional Structure .... To overcome gaps in institutional structures and enhance coordination, the City implemented several practices that have been successful. First, local lenders were provided with intbnnation relative to the City's housing programs and offer a coordinated effort for the lending institution to prosper. The City has established a relationship with local lenders to work together to provide home ownership and honlebuyer opportunities for low to moderate-income families. The City and its sub-recipients pre-qualify clients to the lenders specification and provide gap financing in the form of down payment assistance. Other actions undertaken by the City included developing institutional structures and enhanced coordination between public and private housing and social service agencies. The City provided $50,000 to Partners .in self-sufficiency to administer the self- sufficiency program that provides housing aIld educational opportunities to single parent low-income households. Under the program the local housing authority provides section 8 certificates or vouchers to program participants while they are pursuing education and training for self-sufficiency. At the end of the program, participants should have saved enough money for a down payment on a home. The City housing division would further assist them with housing opportunities. Public Housing and Residential Initiatives 10 ~..: . . ,,' '''''~. ,'. 'J' -:,' , . ,,' ,', ", .'.... ,,' ~ , " ,'J< ','.."" "",,~, ',' ,.' '.'I'I~ ,.'.,. ...,......'",.. The City agrees with the benefits of improving public housing and residents' initiatives. To improve the lives of families in the public housing complex the City targeted the children to break the cycle. The City will continue to work with the local housing authority to foster innovative public housing developments and residential initiatives. During the reporting period, the City will use CDBG funds ($8,915) to provide operational support to the Boys and Girls Club who operate supportive services to children located in the Jasmine Court Public Housing Complex. The City also worked with the local housing authority to encourage homeowner opportunities for residents in public housing or on rental assistance. In one project, the City provided a loan through SHIP funds to the local housing authority to rehabilitate a vacant 28 unit condominium in which the authority recently purchased. In addition to the loan the City provided down payment assistance to the homebuyers. To help with resident initiatives the City provided $50,000 for operations to the Partners In Self Sufficiency Program. This program provides residents on public assistance (Section 8) with housing, counseling and case management services that encourage participants to become self-sufficient. Leveraging Resources . The City's efforts to provide affordable housing and other services to low to moderate-income families have resulted in leveraging a great amount of additional resources. o An investment of $250,000 for rental housing netted an additional 16.2 million dollars through low income housing tax credits and private funds. . Providing funds to build the Homeless Emergency Project ($200,00) lead to the agency securing an additional $900,000 in funds provide by HUD. . Flmding Conununity Service Foundation ($192,315) to build a family center helped the agency obtain an additional $400,000 from HUn through the Safe Neighborhood Grant Prograrrl and $60,000 from the City's general fund for infrastructure improvements. Through the Infill Housing and Down Payment Assistance Programs, Clearwater works closely with the private lending community to leverage private investment in home ownership. For the pending fiscal year we have commitments from seven banks to provide $3,000,000 of private mortgage financing for first time homebuyers. In addition, Clearwater works with Community Service Foundation, Partners in Self Sufficiency, Tampa Bay Community Development Corporation, and Clearwater Neighborhood Housing Service, Inc. to provide homeownership counseling to support our housing programs. 11 'J.. " ,~,. , - , . ...' '.. 1 ' . .. '. I. . , '. .:, '....., ' ' " ". '; . ' ) ,~ " . ,f ".: Through the Brownsfield Program the City has obtained $100,000 in additional assessment funding for a Brownsfield Pilot program through the Environmental Protection Agency, $144,000 U.S. EP A Brownsfield job Training Pilot, $255.000 from the State of Florida to fund the assessment and clean up of orphaned and abandoned sites in the Brownsfield area and neighborhood revitalization stately area. The City further anticipates that it will receive $75,000 from EPA to fund the Stevenson Creek Restoration Project, $300,000 from the State of Florida to fund the clean up of Brownsfield Sites, and $500,000 from the U.S. E. P. A. to fund a Brownsfield Revolving Loan Program. Cj~D Comments Please see attachment # 1 Our assessment of the previous year's activity shows that the City has made strides to address the majority of high priority projects. The areas listed as high priority include funding and implementation of (1) senior centers, (2) youth centers, (3) day care centers, (4) health facilities, (5) parking facilities, (6) employment training, (7) fair housing counseling, (8) tenant landlord counseling, (9) commercial/industrial infrastructure, (10) micro businesses, (11) economic development technical assistance, and (12) code enforcement. Last year the City provided $12,000 in CDBG funds to the Community Service Foundation for a fair housing program - Tenant/Landlord Counseling, $60,000 in City Capital Improvement Program funds for the construction of a neighborhood parking facility for a neighborhood service center, Economic Development Technical Assistance and other Economic Development needs. With funds allocated to the City ($999,000 from the FY 98-99 COBG Program entitlement, $60,000 in anticipated program income, and $430,000 from HOME Program for Housing and Community Development) the following programs was implemented: (CDBG & HOME) Program Administration Fair Housing Economic Development Home Ownership Housing Rehabilitation Rental Housing Development $ 199,800 12,000 246,928 199,732 124,659 250,000 12 _' . ' ,', .'" " ~,'..~. .... ' ,'-. ,'.,., , .' , "1' ''', '.' ' I , ~. ~ , "; l, \,' , ,\ ". ,..'; , i' .' ': ,', : f<; ; ~. < Public Facilities Public Services 262,131 149,850 $1,445,100 The City remains committed to the projects listed above and did not amend the plan to adjust any of the projects. It obtained the resources listed above and solicited grants to obtain additional funding. The programs listed above were consistent with the five year consolidated plan and the housing element of the City's Comprehensive Plan. Through the public service awards, 3,060 individuals were served. Funds were also provided for a family center, however the project was not built and the funds were rolled over into the FY 1998-99 program year. Funds provided for rental housing development will result in providing 240 writs of affordable rental housing and an increase in the City's tax base. Thirty-six families were assisted through the housing rehabilitation program with CnBG and SHIP funds. Twenty-eight were assisted through the home ownership programs with both funding sources. In the Economic Development Program, four businesses received loans and ten received technical assistance. Three hundred thirty nine individuals received counseling and education through the fair housing program. The impact on the community for building new homes in the neighborhood revitalization strategy has been positive. There is more community spirit and reinvestment. As a result of the new homes construction there is a minor trend for families with higher incomes to move back into the neighborhoods. Also, according to the Pinellas County Property Appraisers Office, the property values in the area have increased by 10% and could indicate a trend. Coordinated Child Care of Pinellas County (a division of the Juvenile Welfare Board of Pinellas County) has identified a shortage of day care services in three Clearwater Neighborhoods. They include the North Greenwood, South Greenwood and \Vood Valley Neighborhoods. In these three areas the current demand for day care services exceed the existing facilities capacity by 800 children in light of this. The City made available funds of $134,559 to Pinellas County Headstart Child Development and Family Services, Inc. to replace a deteriorated building with a new modular unit. The facility services a low-income clientele and provides educationai opportunities for 60 children. Ninety five thousand dollars in CDBG funds were also provided to Kimberly Home to build an addition to their facility to address infant childcare needs. The project is currently underway and will be conlpleted in the next reporting period. 13 . ,., ~ J ' ,. ,\ I" , , I To address the Child Care shortage, the City applied for a $300,000 Brownsfield Economic Development Initiative Grant to build a new child care facility. The City will continue its efforts to seek financial assistance to build a new facility to address this need. Through the City's Brownsfield Program, the City has expended $52,742 to provide Phase I Assessments, Quality Assurance Project Plans and Phase II Assessments to eligible City and privately owned market ready sites to be developed and provide job opportunities for low to moderate income individuals. Through the Brownsfield initiative the City is developing an Environmental Justice Plan which will include the Neighborhood Revitalization Strategy Area. On March 1, 1999 an Environmental Technician Training Program was implement through Career Options. This program offers low-income individuals a chance to receive training through Pinellas Technical Education Centers in the environment. Eleven students enrolled in the training and five started careers in the area. FWlding for this job-training component was provided through a $144,000 Brownsfield Job Training Grant. Because 100% of the funds expended were for benefits to low to moderate income families the national objectives were met. The expenditure of these funds did not result in the permanent displacement of families or businesses. Temporary relocation expenses were provided while homes were rehabilitated. Funds provided for economic development were designated to provide services under the Area Benefit Objective. The three businesses assisted during the year provided services to a low-income neighborhood and met the aggregate test for economic development assistance. cnBG NARRATlYE ,Jtelationship of tJte use of CDBG funds to the priorities needs goals and specifi~ objectives. The City utilized a strategy of diversification when selecting CDBG eligible activities. Funds in the amount of $199,800 were provided for administration; $12,000 for fair housing; $246,928 for economic development; $188,291 (CDBG) for housing activities (rehabilitation, down payment assistance, acquisition, disposition, etc); $262,131 for public facilities and improvements and $149,850 for public services. Details of how these funds addressed the individual objectives are listed in the self- evaluation section of this report. 14 ;~~;, i,~ , , '., , :,' ~ . \ . ", , ,...' ',;' '} ~ ' .' 'I , " ". r ,,' . '. ( '., . , " Nature and reasons for any c"anges in program obje~tiv~s There were no changes or amendment to program objectives. Assessment of grantee e(forts in carrying out the planned action~ . All resources (CDBG, HOME and SHIP) listed in the consolidated plan were obtained with the exception of the application funds through the Section 108 loan Guarantee Program for Pinellas County Headstart and Community Pride Child Care. Funds were not requested for these two activities due to lack of outside revenues from the agencies. These projects may COlne forward at a later date should other resources been identified. . The City supported the Homeless Emergency Project, Inc. m an application for federal funds. o In addition to CDBG, HOME and SHIP funds, the City was successful in obtaining private sector leveraging for new housing construction and financing home purchases. Actions of funds used outside the national objectives All COBa funds were used for activities that meet the three national objectives. Acquisition, rehabilitation and demolition narrative Neither the City, nor its sub-recipients, acquired or rehabilitated buildings that resulted in the displacement of business, individuals or families as a result of projects funded with COBG or HOME dollars. All properties that were acquired with CDBG funds were voluntary and mostly vacant parcels. The City's sub-recipients purchased properties during this reporting period. They include Clearwater Neighborhood Housing Service, Inc., Tampa Bay Community Development Corporation, ConmlUnity Selvice Foundation, and Habitat for Humanity. Vlhen sub-recipients become interested in a property they want to acquire, the following steps are required: The sub-recipient informs the property owner that they are interested in the property. The sub-recipient sends out HUD Guide Notice - Disclosures to Sellers with Voluntary~ Arm's Length Purchase Offer. 15 . '~r < , " ..' . " I. ) , . ,. , . '. ,.. ',' , , , ','. ,,' :o" . I.',' . :'"1 '. ,', '- '. _",. : The sub-recipient informs the owner that they do not have the power of eminent domain and that the purchase would be a strictly voluntary transaction. If the owner is interested in selling the property, then an appraisal is obtained. The sub-recipient then determines just compensation for the property. The sub-recipient then offers just compensation to the owner. Should the owner agree to the offer, the sub-recipient may purchase the property. If the offer is not acceptable to the owner, then both parties walk away from the deal. CDBG funds were expended for a prior fiscal year Uniform Relocation Act triggered project. This expenditure was part of a five year payout of relocation benefits to a family that was displaced as a result of acquisition. Temporary relocation benefits were provided to eligible homeowners while their homes were being rehabilitated. Temporary benefits include moving, storage, temporary rents, and utilities. No CDBG or HOME funds were used during this reporting period for demolition. Econolt1i~ Pevelopment NarratiYe For fiscal year 1998 the City provided $175,000 for economic development activities. Seventy five thousand dollars was provided to a sub-recipient (CNHS) for loan funds to for profit businesses to hire low to moderate income individuals or provide an area benefit to a low to moderate income community. During this reporting period, CNHS made 2 loans for job creation efforts that produced 5 jobs and 2 to businesses who provide an area benefit. One hundred thousand dollars was made available to the City to inlplement economic development activities. Owing the reporting period, the City acquired real property that would be used for future economic development activities. The City also funded the Career Options - Partners with Options Program for $75,000. The program provides specific job related training and development and placement services for businesses and residents of the neighborhood revitalization strategy area. Limit~d ~lientel~N arr.atiYe 16 .~\:.:. .... t . . . .'. ,.' '.1 -. ~ ' . . . , ,,! , " ,. . The City and its sub-recipients maintain files that document all clients who qualify for the limited clientele designation. lrogram lD.t.~ Please see HUD Financial Summary Report - Program Income Section Rd1.ahilitation. Program Narrati~e During this reporting period, $78,511 was provided for new loan activity, $85,661 in expenditures has occurred. This activity resulted in 10 loans to 4 families that were considered very low income and 6 that were considered low income. The City also provided $279,850 in loan activity through the State Housing Incentive Program for rehabilitation. This resulted in financial assistance being provided to 12 very low-income families, 12Iow-incom~ families, and 2 moderate income families.. Please see BUD Rehabilitation Report. HQME...ProgramJ)istrib.u.tion Analysis The City received an allocation of $430,000 in HOME Funds for FY 98/99. The majority of the funds ($187,500) were used for rental housing development. The rental housing development will result in the creation of 240 new elderly affordable units. Five of the units will be HOME assisted. The project is underway and is scheduled for completion during the next reporting period. The remaining HOME allocation will be used for homebuyer opportunities, housing rehabilitation, and administration. Please see attached Match Report Minority and Womenjs Business Enterprises Report - BUD Form-41.D1 Please see attached Minority and Women's Business Enterprise Report. HOME Inspecti~ns and affirmatively marketing actions anJl outreach to minority and women owned businesses. The rental housing development project funded in the FY 97/98 reporting period is now complete. An inspection is scheduled in January for the 11 HOME assisted units. An 17 inspection of the completed units has occurred; however, the units were vacant at the time and no HOME assisted units were declared. They are floating units. The rental housing development project funded in this reporting period is under construction and scheduled for completion in the next reporting period. The City of Clearwater did not receive any HOPW A funding during this reporting period The City of Clearwater did not receive any ESG funding during this reporting period. The City maintains a Neighborhood and Affordable Housing Advisory Board to encourage public participation. The Board meets the third Tuesday of each month and discusses and makes recommendations on housing related issues. They are sometimes held in each low-income neighborhood once a year. 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" '. . . c.. \ \< 1-- Clearwater City Commission Agenda Gover Memorandum Final Agenda Item # \ \ (8 Meeting Date: 3/16/00 SU B J ECT IRECOMMEN DATION: Reappoint Commissioners Johnson & Hart to the Pension Advisory Committee (PAC) for the term 4/5/00 to 4/4/02 o and that the appropriate officials be authorized to execute same. SUMMARY: Commissioners Johnson and Hart are currently serving terms on the PAC that expire 4/4/00. The PAC meets on the 2nd Thursday of the month at 9:00 a.m. Mayor Aungst is currently serving a term that expires 4/4/01. Reviewed by: Originating De t: Costs Legal NA Info Tech NA City Clerk Total Budget NA Public Works NA User Dept. Funding Source: Purchasing NA DCtvV ACM C1ptiallmprovement Current Fiscal Year Risk Mgmt NA Other NA Attachments Operaling Olher Appropriation Code: o None Rev. 2/98 , , ;.. ~~ .' : f ',... I' ., Ii- ';t ......' . ~~, ' "" , ,~," . I " ,~ ",' ,- - " ' At E 1- \~ Prepared bv & return to: Earl Barrett Engineering Department City of Clearwater P. O. Box 4748 Clearwater. Fl. 34618-4748 SIDEWALK & UTILITIES EASEMENT FOR AND IN CONSIDERATION of the sum of One Dollar ($1.00) in hand paid to them, the receipt of which is hereby acknowledged, and the benefits to be derived therefrom, A UTOZONE, INC., a Nevada corporation authorized to conduct business within the State of Florida 123 South Front Street, Memphis, Tn. 38103 does hereby grant and convey to the CITY OF CLEARWATER, FLORIDA, a Florida Municipal Corporation, an easement over, under and across the following described land lying and being situate in the County of Pine lias, State of Florida, to wit: THE NORTH FIFTEEN FEET (15') OF THE FOLLOWING DESCRmED PARCEL: LOT 2, GULF TO BAY SHOPPING CENTER, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 84, PAGE 65 OF THE PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA, BEING REFERENCED AND DEPICTED IN EXHmIT "A" ATTACHED HERETO. This easement is granted for the future installation and maintenance of a sidewalk and public utilities. The CITY OF CLEARWATER, FLORIDA, shall have the right to enter upon the above-described premises and to construct, install and maintain thereon such future sidewalk and utility facilities and to inspect and alter such sidewalk and utility facilities from time to time. Signed, sealed and delivered in the presence of: AUTOZONE, INC., a Nevada corporation authorized to conduct business within the State of Page 2 - Sidewalk & Utilities Easement Grantor: Autozone, Inc. Grantee: City of Clearwater Parcel: Lot 2, GULF TO BAY SHOPPING CENTER It is expressly understood and agreed by the Grantee that should it become reasonably necessary to move and relocate Grantor's outdoor advertising sign in the exercise of any rights herein granted, Grantee shall relocate and reinstall said sign at Grantee's expense to a location mutually agreed upon with Grantor; whose consent shall not be unreasonably withheld. Grantee warrants and covenants with Grantor that in no event will Grantor be required to reduce the size of Grantor's outdoor advertising sign due to Grantee's exercise of rights granted herein. IN \VITNESS WH"EREOF, the undersigned grantors have caused these presents to be duly executed this ~ day of ::0.fl{~ ,blnO . tL~ t\.. f3~ WITNESS signature Ross A. Boswell p. Witn SN~ ~~ Signature By: FI~ ~. Eugene E. Auerbach, Senior Vice Pres. By: Print \Vitness Name FINAL DOCUMENT: Approved by AutoZone Legal & Business Personnel M8 ?Gw ~ A.. NIl -.,-.....A Page 3 - Acknowledgements RE: Sidewalk & Utilities Easement Grantor: Autozone, Inc. Grantee: City of Clearwater Parcel: Lot 2, GULF TO BAY SHOPPING CENfER .,. ., , : ' I' . . ,:" I . '~ ' " , ',. .' ' . ,.,,, , STATE OF TENNESSEE : 55 COUNTY OF SHELBY ,<"" The foregoing instrument was acknowledged before me this 31St- day of OlAill1~ ' 2000 by Eugene E. Auerback, as Senior Vice President of AUTO ZONE, C., a Nevada corporation authorized to conduct business within the State of Florida, 'whom, being duly authorized, executed the foregoing instrument and acknowledged the execution thereof to be his free act and deed.. AA behalf of said ." ..~ corporation for the uses and purposes herein set forth. ....A ~ \..E ~ ..~. " ~ \,.. ~. ~ " " ....~~ ........ .. . ~." -. ~. .. .. . $I... ~OTAAY co.. . :~: PUBLIC \ ~i .. T · , · A . It . .. \ .. I A AGE.. . \ "" ~ " f , eo ." ..:. . '", ~........ '\.'." .. .. ~~I:7.. BY c<? :.",," ...... Notary Public - State~Tennessee ~'ct~ELlE E. MA "l\lty Commission Expires 9-25-20Q1 Type/Pnnt Name [)f Personally Known [ ] Produced Identification Type of Identification Produced STATE OF TENNESSEE : 55 COUNTY OF SHELBY ~ The foregoing instrument was acknowledged before me this 3) ~ day of -......JOtluJN\L , 2000 by William David Gilmore, as Vice President of AUTOZONE, INC., a Nevada corporation authorized to conduct business within the State of Florida, being duly authorized, executed the foregoing instrument and acknowledged the execution thereof to be his free act and deed on behalf of said corporation for the uses and purposes herein set forth. ......---...~ . ~.. ~\...E E "0 ,-' .,..<(;. ........: ~. ~ ...~ - .- -. . .: f!./ NOTARY ~~ 7-." . ..,.,e: PUBLIC i I ~ I . AT : 0 '. -.'-' Commission Expires 9-25-2001 \ \. LARGE.l .: .... ... ...:a.. . . l~~ ....... ~.. .. ..~BY cq~".. ........... Notary Public -ESt.cl.~ UlCHEllE . MA Type/Print Name I ~Personally Known I ] Produced Identification Type of Identification Produced p t\,.1 ~t , ., " {. .f" .1" \, ,~'....,' ,,':,,1 \" _ _ I..,.. " .~" '. .','..'_: , " . , . ' .'!" .',' ,.,'; ~ : ", :.' , " . , . , '. " ' " , , ' EXHIBIT "A" 50~ __:~ ~_~. - '] ~] 1 _ ~ r60 t GULF TO SAY BOUlEV AR.D o R/<< [ShAT 1 FIFTEEN FOOT (15') 5/W & UTIL. EASEMENT w ~ Z w > <( W Z - - r . T"1 - . - - - - -1- - -- . " . - . - . - - - - - - - -" "7' - . .. - - - -- O ~' O::l. 0') I 0) ''0 ~: ~ 1.0 : \l) : <0 l=- '" -:0 I CO <:0 I <0 : c.o ....... ~:........ .,.", : '"- I...... t/) . " I I _...--'--~ I ,________ >- l----n-i W ,....--_.. ~ 533 1 , I I I I I ,....,.----.-.- ---_._----~ 4 GULF TO BAY SHO PPING r-.-r--~ 531. , · I I I t--- ---1 . I , I ~ __ ___ nJ 535 84--- 65 o ....-....M___._..-..._..__~__,.......---.._.._..._ ~....__ r~ ,..~_..______~........I__ l-UF\NEf~ S-rl~EET r".. . ---_ _ _..... __~.__~.--...-..,'~______~ o 2 3 w ~ Z 0:: w > ~ Z cd: U Z :J Q CENTER I I I I I I I I I . I I -,--------.- -----'"'1 I . · ......~\(')~O:~ I : ~~~~Cco) I '-.:-'C~<C<CCO ;---.....-- -L____, , , , I , I I I , , , I I , I 520 522 524 526 , 52.8 : 530 : I 532 : , I I 1__________..) ..----...-,.....- --Ikooa,_,,,-_ __ '- ,... - ...-...-...-...,-_~~.,.."...T'-....__---, r A\)b d- \3 Prepared by & return to: Earl Barrett Real Estate Services Mgr. City of Clearwater P. O. Box 4748 Clearwater, Fl. 34618-4748 SIDEWALK, LANDSCAPING AND UTILITY EASEMENT FOR AND IN CONS IDERATION of the sum of One Dollar ($1.00) Cash in hand paid to it, the receipt of which is hereby acknowledged, and the benefits to be derived therefrom, FRANCO and MARIA IOCOLOANO, JOSEPH and LUCY C. CARACO, and ANTHONY and LOUISE LINARES, GRANTOR, do hereby grant, bargain and convey to the CITY OF CLEARWATER, FLORIDA, a Florida Municipal Corporation, as GRANTEE, its licensees, agents, successors and assigns, for the use of the general public, a non- exclusive easement for the purposes herein expressed, over, under and across the following described land, lying and being situate in the City of Clearwater, County of Pinellas, State of Florida, to wit: THE SOUTH FIVE FEET (5.0') OF LOT 41, BLOCK "A", BARBOUR-MORROW SUBDIVISION, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 23, PAGE 45 OF THE PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA, BEING DEPICTED IN EXHIBIT "A" ATTACHED HERETO. The rights granted herein shall be for the purpose of installing and maintaining an interlocking paver-brick sidewalk, landscaping planters and tropical landscaping in accordance wi th speci fica tions attached hereto as EXHIBIT "8", together wi th an adequate irrigation system within the easement premises. Upon delivery of these presents GRANTOR shall tender to GRANTEE the sum of $2,977.00 in full payment of all GRANTOR financial obligations related to the grant and operation of easement rights herein conveyed. GRANTEE shall be solely responsible for all other costs and expenses associated with exercising and implementing the rights granted herein, including, without limitation, repair, maintenance and future replacement of any landscaping and facilities as may be determined necessary by GRANTEE. This easement is binding upon the GRANTOR, the GRI\.NTEE, their heirs, successors and assigns. The rights granted herein shall be irrevocable for a period of ten (10) years except upon the mutual written consent of GRANTOR and GRANTEE. After ten (10) years the rights granted herein may be unilaterally terminated by ei ther party upon sixty (60) day written notice delivered to the other party via U. S. Mail, return receipt. Upon termination as above provided, all rights ''',.( \' "", ",,: \~~ .':.':~':-::':.:- '.' l"4_~l~~_~_/._~~".:.., UlIl-lfUU 1U: 59 el/13/2ee~ 12:~3 'U'1;1? -ltll tl-l:JO 727~=2Q"S:5 ~LCf.-\RJ...A..'d) (,;IJUUI l:.N(:; 4l:jlJ tl.,). U II " l-'A:.:if::. \,1;1 and obligation of the parties cr~ated hereby shall term~nate and extinguish; except that GRANTOR shall thG=eafter be rdsponsible tor any costs and expenses for the future operation and maintenance of all installed improvements and =~cillties. It is expressly understood a~d agreed chat GRANTOR reserVes unto its~lf all rights of o\..Tnership appurtenan<: to the easement' prelnises not inc:onsistent with the rights gl:an-:ed herein. IN WITNES W'.REro;OF, cr.e GRANTOR has caused -c;"is easement to be executed in its c~~e by its undersigned july autho~ized ~uthority this ~ day of , 2000. owner here) E~': .4-_ Ti~ { ~. nt wit:ness n -,. ,c... ~L:tt\.i '" a tkl C~'l., WIT 55 ,I C !;t rdJ:'..,' ~ ().\ Jh~ ^ t. ~ :.?ri t witness name 1.4 STATE OF. FLORIIlA :ss COUNfi OF PlNELI..AS o . instrument was aCy.nOWle~ed before ,me ~is I~ day ~ I 2000 by 7-^~t(f /b('~J-~FlNC) I ~, ~ of ___.. , wJ:J,oIn, duly aut~ orl.Zed, execute the foregoing instrt.:.rnent on be~al f. of partnership, and acknowledg'ed the e:'~ecu'Cicn thereof ;:c be hlS tree d deed fo: the use and pur. ses herein set fC:.th. ~I r.'~"""'" OONJ\LD O. ~FARI.ANO iI' !.r;&~ MY !;.9WwjISSION t,ce 805062 ) '.1'.~ :.j ENl~ES: ~ebruary 12. 2003 t .~~. ..,~~ !Jonclt4 'TllfIll'll:llllly PuIllic lJ:l4lllWril~ 4~_. "_h.' ~ .- Type/Print. name ~erSOnallY Kno~""n t ] Produced Identification Type of Identification ?rod~ced lCOL;l,l'IO ~." iJ U Ul.3 01~:l.:IQ-:: ~ . .. '. \ I. " . "1' ~" , 1 ," ,.' ~ , ,. ~", . I , lJ.1.,.1.-I/UII .LU.4)~ 'U'OJ,., -4\),1 U",)U Signed, sealed and delivered in the presence of: ~~~ WITNESS kIv /jpt>~~ ~~~ WITNESS f}- j\//7~ tv' ;-- L I ,A./ In?, L ~ Print Witness Name Signed, sealed and delivered in the presence of: ~ ,. t WI. E / - {U I -f 'Of~ 4tr'~ Print Wi . ess Name ~a~ WITNESS ,k:av /fr./5 WvO Print Witness Name ..lll.. r.~J-.1.."l.1 \;rVI..'WI ~UU../ ".~ ~~ (J ~tl-K) L Y . CARK'CO ~ - J'- . ~/ y::;///(;,~ UISE Lf~ STATE OF /l1~G) /f[j./(j.f~r/) COUNTY OF &" 9;~ The foregoing instrument was acknowledged befcre me this ~~~ day of LT~()~~ ' 2000, by JOSEPH and LUCY C. CARACO, who being duly authorizea, executed the foregoing instrument on behalf of said partnership, and acknowledged the execution thereof to be their free act and deed for the use and purposes herein set :forth. D li Personally Known Produced Identification Type of Identification Produced ~~~ Notary Public /__ / TY~~/I?ilant Nam~~, ~J1V AT0. 'l'ldll .- .,~~l.. .,j,' ........ ~..,:. ..,............. periJ,LflS I/Ge-Nse <; ,__.~ ,_' ..... '.::- ~\ _'''',', '.1" ',,"':;~'_''''''':--,~:'~.L;' ,~ f. IJ J.' .1.. ' "" 1. II. ;Jl,f Q' .') 1. 0) .. l) 1. 0 .. .J II .!L'. r .~"""1o..'LI \~I)"'!..1J ~ ""u.' "",,} -- STATE OF ;!1~SJrCU vS'~r COUNTY OF E Y€X The foregoing instrument was acknowledged before me this ~ day of ..::JI4".Jv~-1 ' 2000, by ANTHONY 'and LOUISE LINARES, who being dUly authorized, executed the foregoing instrument on behalf of said partnership, and a.::knowledged the execution thereof to be their free act and deed =or the use and purposes herein set forth. ~~~ Notary Public Type/Print Name J<a; ANJ'~ ;~1I~11! _"_., I ' 1,lhl . ............ i' :l.J I ,t , --.~ ~ ..',. Iff............. .. .~ Personally Known o Produced Identification Type of Identification Produced J, ". '~:." " 'J '" .', ~ I . \.2~~.'.;r,';,".:.~. ",' " ~'~~.. "','. ~:" .I..:f.:,:.: ,J'f;~~'~./:'t:~\~~~;;;;~i' . ,. .'~~,:t).. ,:- :'.1 "':",\,..1",\ ~'~'/I. , . 1 ':l~ " :. ,. :;\ ",:,' "",; I',f'..,." ,', ',\"-:-' \ " >>'(""'~' "I '.,'t, . '.' "~)'~J~';~i{~!ft~r~~1;\.'" ~ NORTH SCALE 1" = 50' ~ <( >- <( -.J <( a .z <( ~ Exhibit "A" PAPAYA ~ ; ST. BLOCK A LOT 41 5' Sidewalk, Landscape &- Utility Easement ,,^OB-B-O\N Q J\B-BOUB-- A-S U Q 23? g. t'.o. ~ <( <( ;::: I- Lu (f) 2: - o Q CITY OF CLEARWATER. FLORIDA PUBLIC WORKS ADMINISTRATION ENGINEERING 5' SIDEWAll<. lANDSCAPE &. oc 110. LCL2000-1 O<(.CX[DIIY UTILITY EASEMENT ttGf ~ l 41 BlK A BARBOUR-MORROW lOf.:...- 01/20/00 SUB. P.B. 23 PG. ~5 ..:~~ 267~ DRA'MNG SCALE ,".. 50' ~. llllAWI" C.KING - --.- '-- - \ ~ fl Z ~ ~ i z - .. i ~ g /! i ~ ~ ,.. 00 ~ 00 ..... '" -J. 0 " ~ .,; GO N - ~ ~ . i I ~ II I!! ~ c C> U U ~ I -< ~ . ~ .. ID ~ ~ .. i ~ .. ! I'.'fj --- ....- - ..,..... o 1'\1 - - - - ..s..~,d~:'''.;.-L:..:~,!~l.i~'J4,t-~_.-:-: d.. i. .. < i - ~- -... -- - --- .-..... I --'-- , .. ; l) Z ~.- <~ I:\.Q. a: . OVl II.....J ~~ ...JW 1:\.0 ~~ F=< o~ ;:)0 ~3 5w Uj: 1.oJa: ~O u.. ~...' oS -,.... C7> ~... 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Amended City Manager's Annual Budget Report DATE: February 29, 2000 General Fund The General Fund reflects a net increase of $158,403 at first quarter. Of this amount, $111,060 reflects the return of fimding set aside in a Special program project at third quarter last year, representing savings in the Police Department's 1999 budget to fund the Library and MSB PST positions for this fiscal year. There is also an appropriation of $255,093 in retained earnings, which is described in the next paragraph. These increases are offset by the reduction in expenditures in the Human Relations program reflecting the transfer of the compliance program to Pinellas County. At first quarter, $255,093 is distributed from the unappropriated retained earQ.ings of the General Fund. The transfer of $200,000 establishes a project for the fiscal 2000 "Vision Funds" as previously approved by the City Commission; the transfer of $30,093 which provides support for the Homeless Intervention project was approved by the City Commission previously in November 1999; and finally $25,000 provides funds to fund the track improvements at Clearwater High School. At first quarter, the budgeted funds set aside in the Non-Departmental program for contractual salary increases less budgeted salary savings are distributed to the Geneml Fund Departments. The Utility and Other Enterprise operations will make any necessary adjustments at mid-year now that union contracts are settled. "Vision" Funding: Vision funds are now captured in a Special Program project speCifically established to monitor this funding. At first quarter $50,000 of these funds have been allocated to the Ervin's Youth program as previously approved by the City Commission. In additio~ $8,300 has been allocated to the Public Comnllmications Department of which $6,000 was for Holiday Sights and Sounds, and $2,300 was for an intern. There is a balance of $141,700 available in the Vision Fund project. Budgeted revenues and expenditures of all Enterprise Funds are basically as anticipated at first quarter. Any significant amendments for these funds are noted below. Water and Sewer Fund The only significant amendment to the Water and Sewer Fund reflects the a budget correction in the operating budget reducing transfers by $390,000 to agree to the budgeted needs in the Capital Improvement Fund. This is offset by a reduction in the anticipated use of retained earnings necessary to fund capital projects. First Quarter Budget Review Fiscal 1999-00 City Manager's Transmittal Gas Fund The only amendment to the Gas Fund is a reduction of $181 ,000 in fund expenditures reflecting cost cutting adjustments in several cost centers. Internal Service Funds No significant amendments are proposed for the General Services, Garage, and Central Insurance Funds at frrst quarter. Fund revenues and program expenditures for these operations are approximately as budgeted. Capital Improvement Fund The amendments to the Capital Improvement Fund total a net increase of $267,217. Almost all Capital Improvement budget increases have been previously approved by the City Commission and are outlined on page 19 of the detailed report. This includes the design for the beach parking garage and the purchase of the electronic parking meter system. The only significant amendment that has not previously been approved by the Commission is an increase of $202,690 to the New Main Library project which reflects receipt of additional donations, as well as interest earnings on 1999 donations. Special Proe:ram Fund The special program ftmd reflects a budget increase of approximately $2.6 million. Almost half of this increase is due to the receipt of annual grant revenues for LLEBG, COPS Universal, and Brownfield grants. The balance of budgeted receipts primarily reflect receipts of court forfeiture proceeds for Police programs, 1999 interest earnings distributed to projects, and previously approved transfers to the fund to establish special projects such as the one for vision funds and the homeless shelter funding for fiscal 2000. Detailed First Quarter Report The colnplete first quarter report is available in the City Clerk's office. The complete report includes detailed explanations of budget amendments, as well as a schedule of administratively approved change orders. An overall analysis of fund budgets, quarterly variances, and fund amendments is attached for your review. If you have any further questions, or would like additional detail, I would be pleased to discuss this quarterly review and my recommended amendments with you. CITY OF CLEARWATER FIRST QUARTER SUMMARY 1999/00 FY 99/00 First First First Adopted Quarter Quarter Quarter Amended DescrlDtion Budaet Prolected Actual Variance % Adjustment Budget General Fund: Revenues 79,963,140 28,033,027 29,240,152 1,207,125 4% 158,403 80,121,543 Expenditures 79,963,140 22,993,277 23,136,001 -142,724 -1% 158,403 80,121.543 l)tilitv Funds: Water & Sewer Fund Revenues 40,660,130 9,152,877 9,078,624 -74,253 -1% -390,000 40,270,130 Expenditures 40,654,380 14,135,667 13,149,155 986,512 7% -390,000 40,264.380 StQrmwater Fund Revenues 4,715,000 1,178,751 1,216,939 38,188 3% 0 4,715,000 Expenditures 4,688,940 1,929.224 1,862,166 67,058 3% 0 4,688,940 Gas Fund Revenues 21.811,540 5,087,504 4,620,791 -466,713 -9% 0 21,611,540 Expenditures 21,439,840 6,267,794 6,525.957 -258,163 -4% -181,000 21,258,840 Solid Waste Fund Revenues 14,627,030 3,502,734 3,627,417 124,683 4% 50,000 14,677,030 Expenditures 14,624,780 4,087,042 3,764,842 322,200 8% 0 14,624.780 Recy~linQ Fund Revenues 2,200,350 550,226 557,249 7,023 1% 46,000 2,246,350 Expenditures 2,200,000 804,465 841,679 -37,214 -5% 35,000 2,235,000 Enterorise Funds: ty1arine Fund Revenues 2,163,600 540,906 562,832 21,926 4% 0 2,163,600 Expenditures 2,032,160 541,537 599,253 -57716 -11% 0 2,032,160 . Parking Fund Revenues 3,253,280 925,917 568,526 -357,391 -39% 0 3,253,280 Expenditures 3,252,910 1,310,943 1,169,692 141,251 11% 0 3,252,910 Harborview Cent~r Revenues 2,164,170 541,041 465,229 -75,812 -14% 0 2,164,170 Expenditures 2,163,800 570,036 338,973 231,063 41% 0 2,163,800 Internal Service Funds: General Services Fund Revenues 2,880,180 720,045 704,,670 -15,375 ..2% 28,200 2,908,380 Expenditures 2,822,700 761,242 699,821 61 ,421 8% 28,200 2,850,900 Administrative Services Revenues 7,399,680 1,849,920 1,825,312 -24,608 -1% 0 7,399,680 Expenditures 7,338,130 2,074,472 2,019,309 55,163 3% 0 7,338,130 Garage Fund Revenues 8.142,820 2,032,306 2,055,474 23,168 1% 0 8,142,820 Expenditures 8,049,280 2,108,617 1.933,945 174,672 8% -30,400 8,018,880 Central Insurance Fund Revenues 10,983,860 2,745,969 2,651,911 -94,058 -3% 0 10,983,860 Expenditures 9,526.450 2,253,298 1,858,568 394,730 18% 0 9,526.450 .' . , " . , ,.,' ~ " " "" ',. , " . ' ; ". ~ " .., ,'.. ~ ,':, ORDINANCE NO. 6517-00 AN ORDINANCE OF THE CITY OF CLEAR WATER, FLORIDA, AMENDING THE OPERATING BUDGET FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2000 TO REFLECT INCREASES AND DECREASES IN REVENUES AND EXPENDITURES FOR THE GENERAL FUND, SPECIAL DEVELOPMENT FUND, SPECIAL PROGRAM FUND, WATER & SEWER FUND, GAS FUND, SOLID WASTE FUND, RECYCLING FUND, GENERAL SERVICES FUND, AND GARAGE FUND, AS PROVIDED HEREIN; PROVIDfNG AN EFFECTIVE DATE. WHEREAS, the budget for the fiscal year ending September 30, 2000, for operating purposes, including debt service, was adopted by Ordinance No. 6457-99; and WHEREAS, at the First Quarter Review it was found that an increase in expenditures of $158,403 is necessary in the General Fund; an increase of $114,042 is necessary in the Special Development Fund; an increase of$2,681,249 is necessary in the Special Program Fund; an increase of $35,000 is necessary in the Recycling Fund; and an increase of $28,200 is necessary in the General Services Fund; and that sufficient revenues are available to cover these additional expenses; and WHEREAS, a summary of the amended revenues and expenditures is attached hereto and marked Exhibit A; and WHEREAS, Section 2.519 of the Clearwater Code authorizes the City Commission to provide for the expenditure of money for proper purposes not contained in the budget as originally adopted due to unforeseen circumstances or emergencies arising during the fiscal year; NOW, THEREFORE, BE IT ORDAINED BY THE CIlY COMMISSION OF THE CITY OF CLEAR\VATER, FL0RIDA; Section 1. Section 1 of Ordinance No. 6457-99 is amended to read: Pursuant to the Amended City Manager's Annual Report and Estimate for the fiscal year beginning October 1, 1999 and ending September 30, 2000 a copy of which is 011 file with the City Clerk, the City Commission hereby adopts an amended budget for the operation of the City, a copy of which is attached hereto as Exhibit A. Section 2. This ordinance shall take effect immediately upon adoption. PASSED ON FIRST READING PASSED ON SECOND AND FINAL READING AND ADOPTED Brian J. Aungst Mayor-Comm issioner Approved as to fooo: Attest: ~ Pamela K. Akin City Attorney Cynthia E. Goudeau City Clerk Ordinance 6517-00 ~~:,' 't> I' . I ,'- ,II " ' , EXHIBIT A 1999-00 BUDGET REVENUE First Quarter Original Amended Budget Budget 1999/00 1999/00 Difference General Fund: Property Taxes 23,856,090 23,856,090 Sales Tax 5,366,000 5,366,000 Franchise Fees 8,060,000 8,060,000 Utility Taxes 15,700,000 15,700,000 Licenses & Pennlts 3,132,000 3,132,000 Fines, Forfeitures or Penalties 1,239,000 1,239,000 Intergovernmental Revenue 8,805,540 8,595,540 -210,000 Charges for Services 1,668,770 1,668,770 Use and Sale of City Property and Money 1,308,900 1,308,900 Miscellaneous Revenues 150,500 152,750 2,250 Interfund ChargeslTransfers 10,166,340 10,277,400 111,060 Transfer from Surplus 510,000 765,093 255,093 Total, General Fund 79,963,140 80,121,543 158,403 ;; Special Revenue Funds: Special Development Fund 11,730,400 11,844,802 114,402 Special Program Fund 2,300,000 4,981,249 2,681,249 Utility & Other Enterprise Funds: Water & Sewer Fund 40,660,130 40,270,130 -390,000 Gas Fund 21,811,540 21,811,540 Solid Waste Fund 14,627,030 14,677,030 50,000 Stormwater Utility Fund 4,715,000 4,715,000 Recycling Fund 2,200,350 2,246,350 46,000 Marine Fund 2,163,600 2,163,600 Parking Fund 3,253,280 3,253,280 HarborvleVi Center Fund 2,164,170 2,164,170 Internal Service Funds: Administrative Services Fund 7,399,680 7,399,680 General Services Fund 2,880,180 2,908,380 28,200 Garage Fund 8,142,820 8,142,820 Central Insurance Fund 10,983,860 10,983,860 Totai, All Funds 214,995,180 217,683,434 2.688,254 Ordinance #6517-00 EXHIBIT A (Continued) 1999-00 BUDGET EXPENDITURES First Quarter Original Amended Budget Budget 1999/00 1999/00 Difference General Fund: City Commission 196,260 197,040 780 Administration 3,255,020 3,058,250 -196,770 Legal 1,192,110 1,203,510 11,400 City Clerk 1,053,920 1,061,680 7,760 Financial Services 1,841,610 1,866,240 24,630 Human Resources 1,013,970 1,022,220 8,250 Police 25,971,230 26,155,960 184,730 Fire 13,462,340 13,680,490 218,150 Planning & Development Services 3,915,670 3,945,820 30,150 Public Works Administration 6,983,670 7,051,560 67,890 Parks &. Recreation 12,331,200 12,422,710 91,510 Library 4,384,350 4,423,730 39,380 Marine. Pier 60 299,470 301,520 2,050 Marine - Salling Center 141,000 142,400 1,400 Marine. Airpark 12,270 12,270 0 Non-Departmental 3,909,050 3,576,143 -332,907 Total, General Fund 79,963,140 80,121,543 158,403 Special Revenue Funds: Special Development Fund 11.730,400 11,844,442 114,042 Special Program Fund 2,200,000 4,881,249 2,681,249 Utility & Other Entorprise Funds: Water & Sewer Fund 40,654,380 40,264,380 -390,000 Gas Fund 21.439,840 21,258,840 -181,000 Solid Waste Fund 14.624.780 14,624,780 Stormwater Utility Fund 4.688,940 4,688,940 Recycling Fund 2.200,000 2,235,000 35,000 Marine Fund 2,032.160 2,032,160 Parking Fund 3.252,910 3,252.910 Harborvlew Center Fund 2,163,800 2,163,800 IntGmal Service Funds: Administrative Services Fund 7.338,130 7,338,130 General Services Fund 2,822,700 2,850,900 28,200 Garage Fund 8.049,280 8,018,880 -30,400 Central Insurance Fund 9,526,450 9,526,450 Total, All Funds 212,686,910 215,102,404 2,415,494 Ordinance #6517-00 ORDINANCE NO. 6518-00 AN ORDINANCE OF THE CITY OF CLEAR WATER, FLORIDA, AMENDING THE CAPITAL IMPROVEMENT PROGRAM REPORT AND BUDGET FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2000, TO REFLECT AN INCREASE IN BUDGET EXPENDITURES TO EXPAND THE SCOPE OF PROJECTS IN THE FUNCTIONAL CATEGORIES OF FIRE PROTECTION, PARKING, MISCELLANEOUS ENGINEERING, LAND ACQUISITION, PARK DEVELOPMENT, LIBRARIES, BUILDING MAINTENANCE, MISCELLANEOUS, AND SEWER SYSTEM, AND TO REFLECT A DECREASE IN BUDGET EXPENDITURES TO REDUCE THE SCOPE OF PROJECTS IN THE FUNCTIONAL CATEGORIES OF GARAGE, STORMW A TER UTILITY SYSTEM, AND RECYCLING, FOR A NET INCREASE OF $267,217; PROVIDING AN EFFECTIVE DATE. WHEREAS, the Capital Improvement Program Report and Budget for the fiscal year ending September 30, 1999 was adopted by Ordinance No. 6458-99; and WHEREAS, unanticipated needs necessitate an increast: in expenditures for the following: Fire Protection $60,000; Parking $570,200; Miscellaneous Engineering $50,000; Land Acquisition $72,600; Park Development $100,000; Libraries $202,690, Building Maintenance $54,866; Miscellaneous $470,246; and Sewer System $10,000; and WHEREAS, funds of $1,246,921 are available to finance these projects through use of General Fund Revenues, Special Development Fund Revenues, Community Redevelopment Agency Revenues, Open Space Impact Fees, Recreation Land Impact Fees, Interest, Donations, Florida State Grant, Central Insurance Revenue, Parking Lease Purchase Revenues, Parking Bond Issue, and WHEREAS, Section 2.519 of the Clearwater Code authorizes the City Commission to provide for the expenditure t)f money for proper purposes not contained in the budget as originally adopted due to unforeseen circumstances or emergencies arising during the fiscal year; NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF CLEARWATER, FLORIDA; Section 1. Section 1 of Ordinance No. 6458-99 is amended to read: Pursuant to the First Quarter Amended Capital Improvement Program Report and Estimated Budget for the fiscal year beginning October 1, 1999 and ending September 30, 2000, a copy of which is on file with the City Clerk, the City Commission hereby adopts a First Quarter Amended budget for the capital improvement fund for the City of Clearwater, a copy of which is attached hereto as Exhibit A. Section 2. This ordinance shall take effect immediately upon adoption. PASSED ON FIRST READING PASSED ON SECOND AND FINAL READING AND ADOPTED Brian 1. Aungst, Mayor-Commissioner Approved as to fonn: ~ . Pamela K. Akin, City Attorney Attest: Cynthia E. Goudeau, City Clerk Ordinance 6518-00 , , . . 4 ' '. / - . , . " , ". , fl. , . , 1\, Y:':>: i':~""'';'':''"".ft" ,.. ',' _. EXHIBIT A CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEAR 1999/00 Original Budget 1999/00 First Qtr Amended Budget 1999/00 Amendments Police Protection 885,000 885,000 Fire Protection 357,290 417,290 60,000 New Street Construction 0 Major Streot Maintenance 4,215,400 4,215,400 Sidewalks 450,000 450,000 Intersections 425,000 425,000 Parking 975,000 1,545,200 570,200 Miscellaneous Engineering 3,463,000 3,513,000 50,000 Land Acquisition 72,600 72,600 Beautification 0 Park Development 2,783,000 2,883,000 100,000 Marhle Facilities 245,000 245,000 Libraries 709,520 912,210 202,690 Garage 2,694,600 2,629,734 -64,866 Maintenance of Buildings 345,140 400,006 54,866 General Public Buildings & Equipment 106,000 106,000 Miscellaneous 715,500 1,185,746 470,246 Stonnwater Utility 3,126,900 1,868,381 -1,258,520 Water System 4,810,700 4,810,700 Sewer System 9,606,000 9,616,000 10,000 Gas System 1,488,390 1.488,390 Solid Waste 415,000 415,000 Utilities Miscollaneous 575,010 575,010 Recycling 303,000 303,000 TOTAL 38,694,450 38,961,667 267,217 Ord.inance # 6518-00 EXHIBIT A (Continued) RESOURCES APPROPRIATED FOR CAPITAL PROJECTS 1999/00 Original Budget 1999/00 First Qtr Amended Budget 1999/00 Amendments GENERAL SOURCES: General Oporatlng Revenue 1,347,660 1,407,660 60,000 General Fund Retained Earnings 0 General Revenue/County Co-op 199,520 199,520 Special Development Fund 200,000 250,000 50,000 Community Redevelopment Agency 66,806 66,806 Road Millage 1.775,000 1,775,000 Open Space Impact Fees 2,919 2,919 Recreation Land Impact Fees 69,681 69,681 Recreation Faclllity Impact Fees 0 Transportation Impact Fees 310,000 310,000 Pennies I 3,225,000 3,225,000 Pennies II 4,600,000 4,600,000 Development Impact Fees 125,000 125,000 Local Option Gas Tax 735,400 735,400 Grants - Other Agencies 0 FEMA 0 Plnellas County Commission 0 Property Owners Share 0 Interest 110,569 110,569 Donations 92,121 92,121 Other Municipalities 0 Reimbursement from SWFWMD 0 FI Cept of Envlr Protection Grants 0 Florida State .other Grants 100,000 100,000 Land Sales 0 Rental Fees 0 insurance Reimbursement 0 SELF SUPPORTING FUNDS: Marine Operating Revenue 50,000 50,000 Parking Revenue 575,000 575,000 Harborvlew Center Revenue 0 Utility System: Water Revenue 1,196,100 1,196,100 Sewer Revenue 2,930,100 2,930,100 Reclaimed Water Revenue 190,000 190,000 Water Impact Fees 100,000 100,000 Water R & R 950,000 950,000 Sewer R & R 825,000 825,000 Sewer Impact Fees 100,000 100,000 Utility R & R 0 Gas Revenue 1,488,390 1,488,390 Solid Waste Revenue 415,000 415,000 Stonnwater Utility 928,740 928,740 Recycling Revenue 303,000 303,000 Grant.. Reclaimed Water 1,695,700 1,695,700 Ordinance # 6518-00 .... . " , . , .' . ~. ~". . ,. - ' ~.' , '7"".-". , . ..',l( . ' '..., J, "I . J I' " ... t,. . . Original Budget 1999/00 First Qtr Amended Budget 1999/00 Amendments EXHIBIT A (Continued) RESOURCES APPROPRIATED FOR CAPITAL PROJECTS 1999/00 INTERNAL SERVICE FUNDS: Garage Fund 117,000 117,000 Admin Services Fund 167,500 167,500 Central Insurance Fund 0 124,625 124,625 BORROWING. GENERAL SOURCES: Lease Purchase 1,539,340 1,414,715 -124,625 SELF-SUPPORTING FUNDS: Lease Purchase - Parking 400,000 785,000 385,000 Lease Purchase. Sewer 58,500 Lease Purchase - Water 148,500 148,500 Lease Purchase - Stonnwater Utility 284,400 284,400 Bond Issue - Stormwater 2,040,000 1,184,920 -855,080 Bond Issue - Sewer 6,847,000 6,847,000 Bond Issue - Parking 185,200 185,200 INTERNAL SERVICE FUNDS: Garage Lease/Purchase 2,727,600 2,727,600 Admin Svcs Lease/Purl:hase 100,000 100,000 TOTAL ALL FUNDING SOURCES: 38,694,450 38,903,167 267,217 Ordinance # 6518-00 , " ~ ~,1 ,. " " .' - , '. , ' 1,;. ~ ' ,; '. /, , ,,' " ',~ .' 10 _' ,.....". '. ""', , . . :-', :'" I ',. ~. '....,. ..,' " \ FIRST QUARTER REVIEW AMENDED CITY MANAGER'S FISCAL YEAR 1999-00 REPORT PAGE # General Fund C>'pemting Budget ... .... ........ .... .... '.' ........ ... ..... ..... ....... ......... .... .............. ... ......... ..... ... .t" .... ..... ......... ........ 3 Uti) ity Fund O'pel'8ting Budget .. .... ... ........ ...... t..... ... ....... ............... .... .... .... .... ...... ...... .........,... ... ......... ". ..... ... ..... ...... ... 10 OtIler Ente'rprise Funds Operating Budgets ..... ......... .... ..... ........ .... ..... .... ....... ......... ........ .,.. .~...... ................ ... ..... ......... 14 Internal Service Funds Opemting Budgets........... ... .............. ....... ... ....... ....... ..... ............ ... ......... ..... ... ..,.. ....,.. I... .,.. ..... 16 Capita.llmprov~ment PrOgr-aJIl Budget. .... .... ...................... ... ... .......... .... .... ..................... II.. ..... ....... .... .... ... ..... .... ...... ... J 9 Special PrOgI'8l11. Fund Budget... ... .... .... ........ ...... ..... .... ....... ....... ... ............ ..... ........................... .............. .... ......... ... I..... 35 Special Development Funds..... ............. .... ... ..... ........ ...... ........ ...... ....... ....... ........ ..... ........ .......... ..... ..... " .... .... ... ..... ...... ... 47 Adm inistJcltive Ch8l1ge Orders..... ........ ..... ... ..... ....... .... ...... .... .... ... .... ...... ........t....... ... .... .... ..,.. ... .,... .t" .... .... ......... ..... ... 49 Ordin8llces........ ...... .......... .... ..... ......... ..... ............... ......... ...... ........ ...... ............ ........ ... ...... ... ....... ........... ..... ...... .... ..... .... 5 I First Quarter budgets were projected in the following manner: All department expenditure budgets have been established on a monthto-month basis so that projects identified in the report are not simply time percentages applied to annual budgets but rather department director's judgment of month-to-month expenditures. This technique was also used for revenueprojections. The actual and projected data contained in this review represents three months, October 1, 1999 through December 31, 1999. The adjustments, however, represent all data available at the time of the report, including action taken by the City Commission after December 31 t 1999. Definitions associated with the operating funds infonnation is presented as follows: Defmitions: Original Budget The budget as adopted by the City Commission on September 14, 1999. First Quarter Projections Monthly budgets submitted by departments are based on prior year experience and unique circumstances. First Quarter Actual Self-explanatory . Variance Difference between First Quarter projected and First Quarter actual. Variance % % of variance to First Quarter projection. Adjustments Adjustments which have been approved by the City Commission, made at the Manager's discretion, and/or adjustments proposed based on First Quarter review. Amended Budget Adding the Original Budget and Adjustments. Amended Budget % Percentage change of amended budget to original budget. "":X , . .' '" , , , . , ~ , . . . .. . ~ , , . ':.:'~'."'.' Capital Improvement Projects The amended 1999/00 Capital Improvement Projects budget report is submitted for the City Commission review. This review provides the opportunity to analyze the status of all active projects and present formal amendments to the project budget. The Capital Improvement and Special Program funds infonnation is presented as follows: Defmitions: Budget The budget as of October 1, 1999 which includes budgets from prior years which have not been completed. Amendment Am~ndments which have been approved by the City Commission, made at the Manager's discretion, and/or adjustments proposed as a result of the First Quarter review. Revised Budget Adding columns one and two. Expenditure Self-explanatory . Encumbrance Outstanding contract or purchase order commitment. Available Balance Difference between revised budget and expenditure plus encumbrance. Status C - project is completed Amend Ref Reference number for description of amendment. " '''1, ", . , ( , ... ' ,~ " . ~,' ~ ' . ~ " . " "',": . Increasel IDecrease) PropertY Taxes Franchise Fees Utility Taxes Licenses & Permits Fines. Forfeitures & Penalties Intergovernmental (210,000) Charges for Service Use & Sale of City Property City of Clearwater General Fund Revenues First Quarter Amendments FY 1999/00 Description No Amendment. The 10% positive variance is only a timing variance in the estimate of receipts. The actual first quarter receipts this year are approximately 79% of budget. At the same time last year, we had also collected approximately 79% of total budgeted receipts. No Amendment. The 6% negative variance appears to be only a timing variance in the budgeted estimate of receipts. The actual first quarter receipts for telecommunications tax are approximately 14.5% of budget. At the same time last year, we had collected approximately 14% of total receipts. No Amendment. Utility Taxes are approximately as estimated at first quarter. No Amendment. The 9% positive variance is only a timing variance in the estimate of receipts. The actual first quarter receipts this year are approximately 28% of budget. At the same time last year, we had also collected approximately 28% of total receipts. . No Amendment. Fines, Forfeitures & Penalties are approximately as estimated at first quarter. The budget amendment reflects the decrease of $210,000 in Pinellas County revenues due to the transfer of the Human Relations Compliance Program to the County. The 17% negative variance in County receipts is a budget timing variance in the receipt of County Fire and EMS taxes. No Amendment. The 26% negative variance appears to be only a timing variance in the budgeted estimate of receipts. The actual first quarter receipts for services are approximately 14% of budget. At the same time last year, we had collected approximately 17% of total receipts. No Amendment. The 6% negative variance appears to be only a timing variance in the budgeted estimate of receipts. The actual first quarter receipts for use and sale of City property and money are approximately 23% of budget. At the same time last year, we had collected approximately 22% of total receipts. 3 , ,',! - .' I ~ , " " 'I ~ \ I City of Clearwater General Fund Revenues First Quarter Amendments FY 1999/00 Miscellaneous 2,250 The budget amendment reflects the receipt of sponsorship revenues for advertising for the "Roundabout Grand Opening". Interfund Administrative ~rvico ~haraes No Amendment. Interfund Administrative Services Charges are approximately as estimated at first quarter. Interfund Other Service Charon No Amendment. Interfund Other Service Charges are approximately as estimated at first quarter. Interfund Transfer 111,060 The 30% negative variance is due to the timing of the payment of the gas dividend payment to the General Fund. Category revenues reflect the return of Police Department savings captured in a Special Program project to fund the Police Service Technicians for the Municipal Services Building and Library for fiscal year 2000. Transfer from SUrPlus 255,093 The budget amendment reflects the appropriation of $255,093 of retained earnings of the General Fund. $30,092.83 of these funds are transferred to Special Program project 181-99938, Homeless Shelter, to support the intervention project. Approved by the City Commission on 11/18/99. $200,000 are transferred to Special Program project 181-99804, Vision Fund, to reappropriate savings from FY 1998/99 "vision" funds, approved by the City Commission on 11/18/99. The balance of $25,000 funds track improvements at Clearwater High School, approved by the City Commission on 12/9/99. 158,403 4 Cltv Commission Clt'l Manaaer Economic Development Human Relations Tourism Office Office of Manaaoment & Budaet .... \,., City of Clearwater General Fund Expenditures First Quarter Amendments FY 1999/00 Increasel (Decrease) Description 780 The budget amendments recognize the allocation of $780 as the department's portion of COLA adjustments from the Non-Departmental program. (90,750) The budget amendments recognize the allocation of $9,250 as the department's portion of COLA adjustments from the Non-Departmental program. Also included is a decrease of $100,000, which is a transfer to the Tourism Program of savings resulting from a vacant Deputy City Manager position, approved by the City Commission on 12/9/99. 5,070 The budget amendments recognize the allocation of $5,070 as the department's portion of COLA adjustments from the Non-Departmental program, and also reflect several line item adjustments which are self balancing. (265,000) The budget amendments -reflect a decrease of $265,000 of which $55,000 is being transferred to the Tourism Office and $210,000 is being reflected in a decrease of Pinellas County revenues. These represent savings generated from moving the Compliance program to Pinellas County and deleting six Full Time Equivalent positions. . 156,820 The budget amendments recognize the allocation of $1,820 as the department's portion of COLA adjustments from the Non-Departmental program. Other increases, which were approved by the City Commission on 12/9/99, include a $100,000 transfer from the City Manager's Office, which represent savings resulting from a vacant Deputy City Manager position, and a transfer of $55,000 from Human Relations representing part of the savings generated by moving the compliance program to Pinellas County. 3,000 The budget amendments recognize the allocation of $3,000 as the department's portion of COLA adjustments from the Non-Departmental program. 5 City Auditor's Office Strategies for Success Public Communications & Marketing Leaal City Clerk Finance Human Resources City of Clearwater General Fund expenditures First Quarter Amendments FY 1999/00 Increasel {Decrease} pescrlptlon 1,960 The budget amendments recognize the allocation of $1,960 as the department's portion of COLA adjustments from the Non-Departmental program. 2,020 The budget amendments recognize the allocation of $2,020 as the department's portion of COLA adjustments from the Non-Departmental program. (7.930) The budget amendments recognize the allocation of $4.820 as the department's portion of COLA adjustments from the Non-Departmental program. An increase of $2.250 in advertising budget is offset by sponsorship revenues of $2.250 received for advertising the "Roundabout Grand Opening". Budget amendments also include a decrease of $15,000 for a transfer of advertising bUdget to Parks & Recreation for brochures. 11,400 The budget amendments recognize the allocation of $11,400 as the department's portion of COLA adjustments from the Non-Departmental program. 7,760 The budget amendments recognize the allocation of $7,760 as the department's portion of COLA adjustments from the Non-Departmental program. 22,670 The budget amendments recognize the allocation of $22,670 as the department's portion of COLA adjustments from the Non-Departmental program. 8,250 The budget amendments recognize the allocation of $8.250 as the department's portion of COLA adjustments from the Non-Departmental program. 6 .' ~, "'," ,A,",..' "f". "...,. ".~<o\" ...,', "~ ,'~t'.:'... .~_!". .,I,~ " ...' ,.:~.- 'I... City of Clearwater General Fund Expenditures First Quarter Amendments FY 1999/00 Increasel (Decrease) Description Poli~ $ 184,730 The Police Department budget reflects the return of $111,060 offunds from Special Program project 181- 99313, which was established in the previous fiscal year to use operating savings of the Police Department to fund 5.6 Police Aide positions in the current fiscal year. These positions service the municipal services building and the library. In addition, the budget amendments recognize the allocation of $73,670 as the department's portion of COLA adjustments from the Non- Departmental program. Fire 218,150 The budget amendments recognize the allocation of $218,150 as the department's portion of COLA adjustments from the Non-Departmental program. The large variance in expenditures is due to the timing of the payment to fund the old fire pension for the fiscal year. Planning & Development 30,150 ~ervices The budget amendments reflect numerous line item adjustments, all of which are self balancing. These include the transfer of one position from Building & Inspections to Planning Services and the use of debt service savings to pay for additional lot mowing services. The department increase is due to the allocation of $30,150 of COLA adjustments from the Non-Departmental program. Parks and Recreation 91,510 The budget amendments recognize the allocation of $76,510 as the department's portion of COLA adjustments from the Non-Departmental program. In addition, the budget amendments reflect the transfer of $15,000 from Public Communications & Marketing to fund the P&R brochure, and several self balancing line item adjustments. Library 39,380 The budget amendments recognize the allocation of $39,380 as the department's portion of COLA adjustments from the Non-Departmental program. Pier 60 2,050 The budget amendments recognize the allocation of $2,050 as the department's portion of COLA adjustments from the Non-Departmental program. 7 . ' . , ' . ~)"'" , '1 "" ' , " " . ,,"., ' City of Clearwater General Fund expenditures First Quarter Amendments FY 1999/00 Increasel fDecrease) Description Salllna Center 1,400 The budget amendments recognize the allocation of $1.400 as the department's portion of COLA adjustments from the Non-Departmental program. Public Works Admin 67,890 The budget amendments recognize the allocation of $67,890 as the department's portion of COLA adjustments from the Non-Departmental program. Non-Departmental 230,093 Iransfers to (from) Other Funds Transferred retained earnings to Special Development Fund project 181-99804, Vision Fund. to reappropriate savings from FY 1998/99 "vision" funds, as approved 200,000 11/18/99. Transferred to Special Program project 181-99938, Homeless Shelter, to support the intervention project. 30,093 Approved by the City Commission on 11-18-99. (563,000) Operatina Expenditures the distribution of COLA (cost of living) adjustments to (588,000) General Fund departments for track improvements at Clearwater High School, 25,000 approved by the City Commission on 12/9/99. (332,907) net Non-Departmental Net Fund Amendment 158.403 8 GENERAL FUND FIRST QUARTER REVIEW For Three Month Period of October 1, 1999 - December 31,1999 1999/00 Flnt First 1999/00 Adopted Quarter Quarter Budget Proposed Amended Budget ProJectJon Actual Variance ". Amendmont Budget General Fund Revenues Property Taxes 23,856,090 17,110.466 18,869,133 1,758,667 10% 0 23.856,090 Franchise Fees 8,060,000 1 ,232.775 1,157,405 (75,370) -6% 0 8,060,000 Utility Taxes 15,700.000 2.730.633 2.838,508 107.875 4% 0 15.700,000 Ucenses & Permits 3,132,000 810,500 883,336 72,836 9% 0 3.132,000 Fines, Forfeitures. & Penalties 1,239,000 213.917 215,843 1,926 1% 0 1.239,000 Intergovernmental Federal 545,500 nla 0 545,500 State 8,145,000 1,584.034 1,468,229 (115,805) -7% 0 8.145,000 County/Othor 5,481,040 1,147,125 950,582 (196,543) -17% -210,000 5.271,040 Charges for Service 1.668,nO 311.136 229.795 (81,341) -26% 0 1,668,nO Use & Sale of City Property 1,308,900 326,724 307,794 (18.930) -6% 0 1.308,900 Miscellaneous Revenues 150,500 24,126 21,281 (2,845) -12% 2,250 152,750 Interfund Adm Service Charge 4,144,270 1,036,068 1,053,114 17,046 2% 0 4.144,270 Interfund Other Service Charges 2,623,450 655,866 649,912 (5,954) -1% 0 2.623,450 Interfund Transfer 3,398,620 849,657 595,220 (254,437) -30% 111,060 3.509,680 Operating Revenues .79,453,140 28,033,027 29,240,152 1,207,125 40/. -96,690 79,356,450 Transfer from Surplus 510.000 nla 255,093 765,093 Total Revenues 79,963,140 28,033,027 29,240,152 1,207,125 4% 158,403 80,121,543 - General Fund expenditures City Commission 196,260 54,636 48,217 6,359 12% 780 197,040 City Manager's Office 773.490 210,128 171,881 38,247 18% -90,750 682,740 Economic. Development 607,930 164,431 214,413 (49.982) -30% 5,070 613,000 Human Relations 791,000 212,903 217,359 (4,456) -2010 -265,000 526,000 Tourism Office 79,830 20,391 233,551 (213,160) -1045% 156,820 236,650 Office of Management & Budget 249,480 70,308 54,361 15,947 23% 3,000 252,480 City Auditor's Office 151,140 40,211 16,124 24,087 60% 1,960 153,100 Strategies for Success 146.780 40,074 33,287 6,787 11% 2,020 148,800 Public Communications & MarKeting 855,990 206,315 193,134 13,181 6% .7,930 848,060 Legal 1,192,110 317,428 258,023 59.405 19% 11,400 1,203,510 City ClerK 1,053.920 281,632 241 ,544 40,088 14% 7,760 1,061,680 Finance 1,440,990 413,520 349,885 63,635 15% 22,670 1,463,660 Human Resources 1,013.970 272,024 250.842 21.182 8% 8,250 1,022,220 Police 25,911,230 7,227,945 7,247.862 (19,917) 0% 184,730 26,155,960 Fire 13,462,340 3,947,688 4,543.574 (595,886) -15% 218,150 13,680,490 Planning & Qcvelopment 3.915,670 1 ,065,942 1,064,669 1.273 0% 30,150 3.945,820 Parks & Recreation 12,331,200 3,232,397 2,993.367 239.030 1% 91,510 12,422,710 Library 4,384,350 1,709,745 1,674,967 34,778 2% 39,380 4,423,130 Pier 60 299,470 95,087 97,076 (1,989) -2% 2,050 301,520 Salling Center 141,000 38,034 39,490 (1,456) -4% 1,400 142,400 Airpark 12.270 8,401 3,225 5.176 62% 0 12,270 Public WorKs Administration 6,983,670 1 .889,973 1,703.713 186.260 10% 67,890 1,051,560 Non-Departmental 3,909,050 1,474,064 1,485.377 (11,313) -1% .332,907 3,576,143 Total expenditures 79,963,140 22,993,277 23,136,001 (142,724) -1% 168,403 80,121,543 1 9 ,. , ...' . ", . ,- "!' " . '" " f' ,. ", ': ~ ' . '. ..: , Increase/ fOecrease\ Water & Sewer Fund Revenues: Expenditures: (390,000) (390,000) City of Clearwater Utili~ Funds First Quarter Amendments FY 1999/00 Oescriotiol1 At first Quarter. 'N~ter & Sewer Fund anticipated revenues exceed anticipated expenditures bv $5.750 for FY 1999/00. Transfers to Capital Improvement Projects are decreased $390,000 to reflect the corrected transfers to capital projects, as approved in the FY 2000 Operating Budget, resulting in an offsetting decrease in revenues in the use of retained earnings. Stormwater Fund Revenues: Expenditures: o o At first Quarter. Stormwater Fund anticipated revenues exceed anticipated expenditures by $26.060 for FY 1999/00. No amendments are proposed to the Stormwater Fund at first quarter. Gas Fund Revenues: Expenditures: (181,000) Solid Waste Fu~ Revenues: Expenditures: 50,000 o o At first Quarter. Gas Fund anticipated revenues exceed anticipated expenditures by approximately $552.700 for FY 1999/00. No revenue amendments are proposed at first quarter. First Quarter expenditure amendments include decreases for cost cutting adjustments in several cost centers. The overall net decrease to Gas Fund Expenditures is $181.000. At first Quarter. Solid Waste Fund anticipated revenues exceed anticipated expenditures by $52.250 for FY 1999/00. Budget amendments to Solid Waste revenues reflect increases in roll-off revenues of approximately $20,000, plus an increase of $30,000 for anticipated interest earnings on Solid Waste's Equity in Pooled Cash. The net overall expenditure amendment is $0. 10 . , . ..., ' , ~ 1. ~ 1 , .. .. ' ' '. . , " t'; 1 Increasel JDecreasel Recvclina Fund Revenues: 46,000 Expenditures 35,000 City of Clearwater Utility Funds First Quarter Amendments FY 1999/00 Description At first Quarter. Recvclina Fund anticipated revenues exceed anticipated exoenditures bv $11,350 for FY 1999/00. The Budget amendments to Recycling revenues reflect increases in sales of recyclables of $10,000 for Residential, $7,000 for Multi Family, and $29,000 for Commercial, plus a $10,000 increase of anticipated interest earnings on Recycling's Equity in Pooled Cash. These increases are reduced by a $10,000 decrease of Commercial recycling fees. The increases in sales are due to higher than expected market prices for recycling commodities, and the decrease is due to lower than projected collection. Budget amendments reflect $35,000 of increased cost for the purchase of recycling commodities from neighboring cities, and $30,000 for increased maintenance of collection vehicles, net of a decrease of $30,000 of debt savings in the Multi- family program. 11 1 ~ v. '.' ",'. t.. \" _ ,. ,M . , ' ,..... ., )" .. , UTLlTY FUNDS FIRST QUARTER REVIEW fOr Three Month Period of October 1,1999 - December 31,1999 1999100 First First 1999100 Adopted Quarter Quarter Budget Proposed Amended Budget Projection Actual Variance ./. Amendment Budget Water & Sewer Fund Revenun Operating Revenues: Water Revenue 16,500,000 4,125,000 4,157,322 32,322 1% 16,500,000 Sewer Revenue 16,070,000 4,017,501 4,176,262 158,761 4% 16.070,000 RecJalmed Water 125,000 31.251 49,813 18,562 59% 125,000 Total Operating Revenue 32,695,000 8,173,752 8.383,397 209,645 3% 0 32,695,000 Other Operating 1.300,000 324,999 127,363 (197,636) -61% 1,300.000 Other Revenue 2,396.500 599,127 530,159 (68,968) -12% 2,396,500 Other Financing Sources 220,000 54.999 37,705 (17,294) -31% 220.000 Operating Revenues 36,611 ,500 9,152,8n 9,078,624 (74,253) -1% 0 36,611,500 Transfer from Surplus 4.048,630 nla ~390,OOO~ 3,658,630 Total Revenues 40,660,130 9,162,877 9,078,624 (74,253 ) -1% 390,000 40,270, 130 Water & Sewer Fund Expendttures Wastewater Collection 2,302,614 Water Distribution 3,005,001 Water Supply 2,270,090 Reclaimed Water 273,670 Water Pollution Control 4.742.338 (390,000) Non-Departmental 1,541.754 Total expenditures Stonnwater Utility Revenues Operating Revenues: Stormwater Revenue 4,690.000 1.172.499 1,190,529 18.030 2% 4,690,000 Total Operating Revenue 4.690.000 1,172,499 1,190.529 18,030 2% 0 4.690.000 Other Revenue 25.000 6.252 26.410 20,158 322% 25.000 Operating Revenues 4,715,000 1,178,751 1,216,939 38,188 3% 0 4,715,000 Transfer from Surplus nla - Total Revenuol 4,715,000 1,178,751 1,216,939 38,188 3"_ 0 -i, 716,000- Stonnwater Utility expenditures Stonnwater Utility 4.105.290 1,763,938 1,687,985 75,953 4% 0 4,105,290 Stormwater PD&E 319,450 83,953 136,402 (52.449) -62% 0 319,450 Stonnwater Production 264.200 81.333 37.779 43.554 54% 0 264.200 Total expenditures 4,688,940 1,929,224 1,862, 166 67,058 3% 0 4,688,940 ~, Gas Fund Revenue Operating Revenues: Sales 16.356,890 3.991.899 3,782.718 (209.181) -5% 16.356.890 Total Operating Revenue 16,356.890 3.991,899 3.782.718 (209.181 ) -5% 0 16,356.890 Other Operating 2,959.340 700,954 538,954 (162.000) -23% 2.959,340 Other Revenue 1,441,730 394,651 299,119 (95.532) -24% 1.441,730 Other Financing Sources 1,053,580 1.053.580 Operating Revenues 21 ,811,640 6,087,1504 4,620,791 (466,713) -9-;' 0 21,811,540 Total Revenues 21,811,640 6,087,504 4,620,791 (466,713) -9% 0 21,811,640 Gu Fund Ey.~ndlturelS 13,596.460 3.135,142 3,623.749 (488,607) -16% (32,810) 13,563.650 Administration Supply South Area Gas Operations 4,456,900 2,199.034 2,074.984 124.050 6% (161,250) 4.297,650 North Area Gas Operations 1,596.220 471,091 429,852 41,239 9% (26,340) 1,569,880 Marketing & Sales 1,788,260 462.527 397,372 65.155 14% 39,400 1,827,660 Total expenditures 21,439,840 6,267,794 6,626,957 (258, 163) ....'1. (181,000) 21 ,~58,840 12 ,t<' 'I , . ..' , /'.' . ~ ~ ~ I I UTLITY FUNDS FIRST QUARTER REVIEW For Three Month Period of October 1,1999 - December 31,1999 189t1oo First Firat 1989/00 Adopted Quarter Quarter Budget Proposed Amended Budget Projection Actual Variance % Amendment Budget Solid Wute Revenues Operating Revenues: 14,196,000 3,397.749 3,476,492 78,743 2% 20,000 14,216,000 Towl Opel1ltlng Revenue 14,196,000 3,397,749 3,476,492 78,743 2% 20,000 14,216,000 Other Operating Revenue 88,000 21.999 19,044 (2,955) -13% 0 88,000 Other Revenue 343,030 82,986 131,881 48,895 59% 30,000 373,030 Operating Revenues 14,627,030 3,502,734 3,627,417 124,683 4% 60,000 14,677,030 Transfer from Surplus - - Total Revenues 14,627,030 3,502. 734 3,627,417 124,683 4% 50,000 14,677 ,030 Solid Waste Ex,:.ndlturea 6,564,530 1,794,722 1,682,788 111,934 6% (10,000) 6.554,530 Residential Colon Commercial Collection 5,525,nO 1,558,146 1,365,712 192,434 12% 0 5,525, no Transfer 964,650 327,401 323,584 3,817 1% 0 964,650 Container Maintenance 449,120 118,240 118,638 (398) 0% 0 449,120 Administration 1,120,710 288,533 274,120 14,413 5% 10,000 1,130,710 Total expenditures 14,624,780 4,087.042 3,764,842 322,200 8'1. 0 14,624,780 - - Recycling Revenues Operating Revenues: 1,418,100 354,525 306,918 Total Operating Revenue 1,418,100 354,525 306,918 Other Operating Revenue 782,250 195,701 248,441 52,740 27% Other Revenue 1,890 1,890 nla Operating Revenues 2,200,350 550.226 557,249 7,023 1% Total Revenues 2,200,350 650.226 557,249 7,023 1% R~Cllng expenditures 387,650 Res ential Multi-Family 175,142 Commercial 241,673 Total expenditures . 56.000 638,250 46,000 46,000 2,246,350 2,246.350 13 Marine Fund Revenues: Expenditures: Increasel JDecreasel City of Clearwater Other Enterprise Funds First Quarter Amendments FY 1999/2000 Description o o At first Quarter. Marine Fund anticipated revenues exceed anticipated expenditures bv $131.440 for FY 1999/00. No amendments are proposed for the Marine Fund at first quarter. Parkina Fund Revenues: Expenditures: o o At first quarter. Parkino Fund ant;gpated revenues exceed anticipated expenditures by $~70 for FY 1999/00. No amendments are proposed for the Parking Fund at first quarter. The 39% negative variance is merely a budget timing variance. The actual first quarter receipts are approximately 17% of the budget. At the same time last year, we had collected approximately 18% of total receipts. Harborvlew FunJ! Revenues: Expenditures: o o At first Quarter. Harborview Fund anticipated revenues exceed anticipated expenditures by $370 for FY 1999/00. No amendments are proposed for the Harborview Fund at first quarter. 1,' 14 ." , , .'. " , . ~ 1 '. '\,' > ',', '. Parking Fund Revenues Operating Revenues: Parking Receipts 2,935,000 850,149 494,585 (355.564) -42% 2,935,000 Total Operating Revenue 2.935,000 850,149 494,585 (355.564) -42% 0 2,935,000 Other Revenue 318,280 75,768 73,941 (1.827) -2% 318,280 Operating Revenues 3,253,280 925,917 568,526 (357,39'1, .39% 0 3,253,280 Total Revenues 3,253,280 925,917 568,526 (357,391 ) .39% 0 3.253,280 - Parking Fund expenditures Public WkslParking System 2,762,270 1,187,349 1,062,433 124.916 11% 2,762,270 Beach Guard Operations 490,640 123,594 107,259 16,335 13% 490,640 Total Ex~ndlturea 3,252,910 1,310,943 1,169,692 141,251 11% 0 3,252,910 Harborvlew Center Fund Revenues Operating Revenues: 1,959,500 489,873 465,143 (24,730) -5% 1,959,500 Total Operating Reve~ue 1.959,500 489,873 465,143 (24,730) -5% 0 1,959,500 Other Financing Sources 204,670 51,168 86 (51,082) .100% 204,670 OPfJratlng Revenues 2.1&C,170 541,041 465,229 (75,812) -14% 0 2.164,170 Total Revenues 2,164,;70 541,041 465,229 (75,812) -14-1. 0 2,164,170 I Harborvlew Center Fund Expenditures Harborvtaw Center Operations 2,163,800 570,036 338,973 231,063 41% 2,163,800 Total Expenditures 2,163,800 570,036 338,973 231,063 41% 0 2,163,800 15 ~ . . , I . .,' .<' , " , \-lo Increasel {Decreasel ~eneral Services Revenues: Expenditures: 28,200 28,200 City of Clearwater First Quarter Amendments Internal SeNlce funds FY 1999/00 DescriDtlon First quarter bUdget amendments to General Services reflects the appropriation of retained earnings to fund one Full Time Equivalent position that was transferred from the Garage Fund Radio Communications operation. At first quarter, anticipated revenues exceed anticipated expenditures by approximately $57,480 for FY 1999/00. Administrative Services Revenues: Expenditures: No amendments are proposed for the Administrative Services Fund at first quarter. o o At first quarter, anticipated revenues exceed anticipated expenditures by approximately $61,550 for FY 1999/00. Gana. Fund Revenues: Expenditures: (28,200) Central Insurance Revenues: Expenditures: o At first quarter, anticipated revenues exceed anticipated expenditures by approximately $123,940 for FY 1999/00. First quarter budget amendments reflect a decrease in expenditures due to the transfer of one Full Time Equivalent position from Radio Communication to General Services Administration. o o No amendments are proposed for the Central Insurance Fund at first Quarter. At first quarter, anticipated revenues exceed anticipated expenditures by approximately $1,457,410 for FY 1999/00. l~f/ 16 '\,1 INTERNAL SERVICE FUNDS FIRST QUARTER REVIEW For Three Month Period of October 1,1999 - December 31,1999 1999/00 Firat Firat 1999/00 Adopted Quarter Quarter Budgot Proposed Amended Budget Projection Actual Variance -/, Amendment Budget General Services Fund Revenu.. Operating Revenues: 2.849.580 712,395 694,861 (17,534) -2% 2,849.580 Total Operating Revenue 2.849.580 712,395 694,861 (17,534) -2% 0 2,849,580 Other Revenue 30,600 7,650 9,809 2,159 28% 28,200 58,800 Operating Revenues 2,880,180 720,045 704,670 (15,375) -2% 28,200 2,908,380 Total Revenun 2,880,180 720,045 704,670 (15,376) -2.". 28,200 2,908,380 General Servlc.ea Fund expenditures Administration 242,710 66.341 58.496 7,845 12% 28.200 270,910 BUilding & Maintenance 2,579.990 694,901 641,325 53,576 8% 0 2,579,990 Total expenditures 2,822,700 761,242 699,821 61,421 8% 28,200 2,850,900 Administrative Services Revenues Operating Revenues: 40,000 9,999 9,009 (990) -10% 0 40,000 Total Operating Revenue 40.000 9.999 9,009 (990) -10% 0 40,000 Other Revenue 7.359,680 1.839,921 1,816,303 (23,618) -1% 0 7.359.680 Operating Revenues 7,399,680 1.849,920 1,825,312 (24,608) -1% 0 7,399,880 Total Rovenues 7,399,680 1,849,920 1,825,312 (24,608) -1'1_ 0 7,399,680 AdmlnlstraUve Services expenditures Information Technology 3,796,520 1.121.415 1,183.677 (62,262) -6% 0 3.796,520 Pub Comm & Mark/Graphics 362,330 97,501 83,441 14,060 14% 0 362.330 FinancelPurchaslng 230,180 60,855 61,779 (924) -2% 0 230,180 Clearwater Customer Service 2,949.100 794,701 690,412 104.289 13% 0 2.949.100 Total expenditures 7,338,130 2,074,472 2,019,309 65,163 3% 0 7,338,130 Gar1lge Fund Revenues Operating Revenues: 7.891,320 1.972.830 1.995,791 22,961 1% 7.891,320 Total Operating Revenue 7.891,320. 1,972.830 1.995.791 22,961 1% 0 7.891,320 Other Revenue 251,500 59.476 59,683 207 0% 251.500 Operating Revenues 8,142,820 2,032,306 2,055,474 23,168 1'4 0 8,142,820 Total Rovenues 8,142,820 2,032,306 2,055,474 23,168 1-/_ 0 8,142,820 . - Garage Fund expenditures Fleet Maintamamce 7,589,550 1.986,713 1.827,320 159,393 8% 7,589,550 Rl.dio Communications 459,730 121,904 106,625 15.279 13% (30.400) 429,330 Total expenditures 8,049,280 2,108,617 1,933,9<45 174,672 8-4 (30,400) 8,018,880 17 N - . ,.. , , . \ , 10. '. . ,. INTERNAL SERVICE FUNDS FIRST QUARTER REVIEW For Three Month Period of October 1,1999 - December 31,1999 1989/00 Firat First 1999/00 AdopWd Quarter Quarter Budget Proposed Amended Budget Projection Actual Variance % Amendment BUdget Centrallnaurance Fund Revenues Operating Revenues: 1,492,130 373,035 301,161 (71,874) -19% 1,492,130 Total Operating Revenue 1,492,130 373,035 301,161 (71,874) -19% 0 1.492,130 Other Rovenue 9,491,730 Operating Revenues - 10,983 860 (J Total Revenues 10.983.860 2,7<45.969 2,651,911 (94,058) -3% 0 10,983,860 Central Insurance Fund Expendltu.... FlnancelRisk Management 351,020 95,761 87,603 8,158 9% 351,020 Hum ResourceslEmployoe Benefits 171,480 46,017 38,859 7,156 16% 171,480 Noo.Oepartmcntal 9,003,950 2,111,520 1,732,106 379,414 18% 9,003,950 Total expenditures 9,626.450 2.253.298 i .858.568 394, 730 18'/. 0 9.528.460 - 16 '. . .. .. / "' '.',.., " _,'l. ~-l':"<"'b~.; " ClealWater, Florida eAPIT AL IMPROVEMENT FUND Fint Quarter Summary FY 1999-00 The amended 1999-00 Capital Improvement Program budget report is submitted for the City Commission's first quarter review. The net proposed amendment is a budget increase of $267;217. This review provides the opportunity to examine the status of all active projects and present fonnal amendments to the project budgets. Fiscally significant budget increases encompassed within this review are as follows: The following Capitallmprovement Budget increases have not been previously approved by the Commission. LEISURE: New Main Library - A budget increase of $202,690 represents donation revenue of $92,121 and interest earnings of $110,569. The major portion of donation revenue ($87,121) is the fmal distribution from the SJenker Trust. The following Capital Improvement Budgetincreases have been previously approved by the Commission. Electronic Parking Meter System Beach Parking Garages SPJC Field Site Development Ray Green Park Expansion Downtown Redevelopment Project Budl!et 785,000 185,200 50,000 72,600 66,806 Commission ADProval 10/21/99 12109/99 02117/99 11/18/99 8/12/99 & 01/18/00 19 , ". .,... 4 ' .' ',,' ,. ' '. " ,~, . ' J ' CAPITAL IMPROVEMENT FUND First Quarter Amendments FY 1999/00 IncreaseJ Amdmt Project (decrease) Transfer Net Budget # Number Amount Amount Description Amendment 1 315-91127 Police Computer Network To record a budget decrease of lease purchase (124,625.00) * revenue of $124,625 and to record a budget 124,625.00 increase of $124,625 of Central Insurance Fund revenues representing a loan from the Central Insurance Fund, for a net budget amendment of O. This was approved by the City Commission on January 20, 2000 with the approval to purchase the Records Management System for the Police Dept. 0.00 Fire Building Renovation. Budget Amendment Only 2 315-91234 60,000.00 * To record a budget increase of General Fund revenue of $60,000. This was previously approved as an operating amendment but was inadvertently not included as a Capital amendment during 3rd Quarter of FY '99. The purpose was to establish a project for the renovation of the IAFF building for the administrative offices. 60,000.00 State Road 60 Beautification 3 315-92262 (403,440.00) To record a budget transfer of General Fund revenue in the amount of $403,440, to Project 94803 (Environmental Assessment & Clean-up) in exchange for a budget transfer of Infrastructure 403,440.00 Tax of $403,440, from Project 96111 (Groundwater Quality Protection). This was approved by the City Commission on February 3.2000. 0.00 Electronic Parking Meter System 4 315-92638 385,000.00 * To record a budget increase of lease purchase funding in the amount of $385,000. This was approved by the City Commission on October 21 , 1999 to allow for the purchase of parking meters and mechanisms. 385,000.00 Seach Parking Garages 5 354-92639 185,200.00 To record a budget increase of $185,200 of bond revenue for Phase IA of this project which was approved by the City Commission on December 9, 1999. 185,200.00 · denotes Budget ONLY amendment 20 - . ~ 1 ' , ' .. '\ ,~' 'I ' ,', ' ~ ' .. " ." CAPITAL IMPROVEMENT FUND First Quarter Amendments FY 1999/00 Increase! Amdmt Project (decrease ) Transfer Net Budget # Number Amount Amount Description Amendment SPJC Field Site Development 6 315.92829 50,000.00 To record a budget increase of $50,000 in Special Development Fund revenue. Funding was approved by the City Commission on February 17, 2000 to ascertain the suitability of the site as a preliminary and possible future site of a new sports stadium. 50,000.00 Ray Green Park Expansion 7 315-93128 2,919.42 To record a budget increase of $2,919.42 in Open Space Impact Fees & an increase of $69,680.58 69,680.58 in Recreation land Impact Fees for a total budget increase of $72,600. This was approved by the City Commission on November 18, 1999 to allow for the purchase of real property. 72,600.00 Concrete Sidewalk & Pad Repairs 8 315-93204 (87.50) To record a budget transfer of $87.50 of General Fund revenue which will be transferred to Project 93209 (Del Oro Park Renovations). The Del Oro project was closed at 3rd Quarter FY'99, but there was still an outstanding encumbrance that needed to be paid. To also record a budget (10,000.00) transfer of $10,000 of General Fund revenue to be transferred to Project 93213 (Park Amenity Purchase & Replacement) for a net budget decrease of $10,087.50. Additional funds are needed to purchase, repair and replace various items and amenities at various Parks & Recreation sites. (10,087.50) DelOra Park Renovations. CLOSE PROJECT 9 315-93209 87.50 To reflect a budget transfer of $87.50 of General Fund revenue transferred from Project 93204 (Concrete Sidewalk & Pad Repairs). This project should have been closed at 3rd Quarter, but wasn't because of this small outstanding encumbrance of $87.50. The project will now be closed. 87.50 · denotes Budget ONLY amendment 21 .' , . "" . " I ' . 4.. ~ . ' .' , , ' '. '- CAPITAL IMPROVEMENT FUND First Quarter Amendments FY 1999/00 Increase! Amdmt Project (decrease) Transfer Net BUdget # Number Amount Amount Description Amendment Pa,* Amenity Purchas9 & Replacement 10 315-93213 Reflects title change from Grandstand & Bleacher Replacement and scope change to provide for purchase, repair and replacement of park identification signs, rule signs, park benches, trash receptacles, water fountains, grills, basketba/VsoccerAootba1/ goals, bleacher systems, etc. at various sites. To record budget transfers in General Fund revenue which will be transferred from other projects, as follows: 10,000.00 $10,000 - Project 93204 (Concrete Sidewalk & Pad Repairs) 10,000.00 $10,000 - Project 93262 (Fence Replacement) 10,000.00 $10,000 - Project 93269 (Light Replacement) For a net budget increase of $30,000. Additional funds are needed to purchase, repair and replace various items and amenities at various Parks & Recreation sites. 30,000.00 Cherry Harris Parle 11 315-93219 To record a budget transfer of $26,000 in (26,000.00) General Fund revenue. to be transferred to Project 93228 (Island Estates Playground). (4,000.00) To also record a budget transfer of $4,000 of General Fund revenue, to be transferred to Project 93225 (Swimming Pool Renovations) (30,000.00) for a net budget decrease of $30,000. Swimming Pool Renovations 12 315-93225 To record budget transfers in General Fund revenue which will be transferred from other projects, as follows: 4,000.00 $4,000 - Project 93219 (Cherry Harris Park) 5,000.00 $5,000 - Project 93227 (Disc Golf Course Ren) 5,000.00 $5,000 - Project 93230 (Playground Equip) 5,000.00 $5,000 - Project 93269 (light Replacement) For a net budget increase of $19,000. Funds are needed to cover additional costs to renovate the activity pool at Morningside. Enhancements include site work, landscaping, and amenity improvements. To also record a budget amendment to 100,000.00 increase the budget to reflect $100,000 in reimbursable State grant revenue. This was presented to the City Commission at their meeting on September 2, 1999. 119,000.00 .. denotes Budget ONLY amendment 22 CAPITAL IMPROVEMENT FUND First Quarter Amendments FY 1999/00 Increase/ Amdmt Project (decrease) Transfer Net Budget # Number Amount Amount Description Amendment - Disc Goff Course Renovation 13 315-93227 (5,000.00) To record a budget transfer of $5,000 in General Fund revenue which will be transferred to Project 93225 (Swimming Pool Renovations) for renovations to the activity pool at Momingside. (5,000.00) Island Estatos Playground 14 315-93228 26,000.00 To record a budget transfer of $26,000 of General Fund revenue to be transferred from Project 93219 (Cherry Harris Park). Funds will be used for upgraded landscaping, fencing and park equipment. 26,000.00 Playground & Fitness Equipment Purchase 15 315-93230 & Replacement Reflects title change from Playground Equipment Replacement and scope change to provide for purchase of now equipment and phased replacement of the City's 30 playgrounds and 8 fitness equipment sites. (5,000.00) To record a budget transfer of $5,000 in General Fund revenue which will be transferred to Project 93225 (Swimming Pool Renovations) for renovations to the activity pool at Momingside. (5,000.00) Fence Replacemfmt 16 315-93262 (10,000.00) To record a budget transfer of $10,000 in General Fund revenue to be transferred to Project 93213 (Park Amenity Purchase & Replacement). (10,000.00) Light Replacement 17 315-93269 To record budget transfers in General Fund revenue which will be transferred to other projects, as follows: (5,000.00) $5,000 - Project 93225 (Swimming Pool Ren) (10,000.00) $10,000 - Project 93213 (Park Amenity Purchase & Replacement) This will be a net budget decrease of $15,000 (15,000.00) · denotes Budget ONLY amendment 23 ~ .:, ";"'.! ,':',:' ,,~',: '_ ' . I,".. ',..".:..,..',... ~':.'" ,~',"" ..' , . " .,', ' . . ~ I ., ' ' ," '" .. ,,., i ,;~. ' . :' , ,,' ~ . CAPITAL IMPROVEMENT FUND First Quarter Amendments FY 1999/00 Increase/ Amdmt Project (decrease) Transfer Net Budget # Number Amount Amount Description Amendment Parking Lot/Bicycle Path Resurfacing & Improvements 18 315-93286 Reflects title change from Parking Lot Resurfacing and scope change lito provide for resurfacing and minor improvements for parking lots, bicycle paths, recreation paths and other miscellaneous asphalt sUlfaces. Dock Repair & Replacement 19 315-93429 (5.000.00) To record a budget transfer of $5,000 in Marine Fund revenue, to be transferred to Project 93493 (Marina Restroom Renovation). Funding will provide for the design work cost on a restroom for the east end of the Marina. (5,000.00) 20 315-93493 5,000.00 Marina Restroom Renovation To record a budget transfer of $5,000 in Marine Fund revenue to be transferred from Project 93429 (Dock Repair & Replacement). Funding will provide for the design work cost on a restroom for the east end of the Marina. 5,000.00 New Main Library - Budget Amendment Only 21 315-93523 5,000.00 * To record a budget increase of $5,000 of donation revenue which was received from the Estate of Francis Darga. To also record another budget increase of 87.121.06 * $87,121.06 in donation revenue which represents the final distribution from the Slenker Trust. 110,569.15 * To record a budget increase of $110,569.15 in interest. Net budget amendment of $202,690.21 202,690.21 Garage Technology Upgrade 22 315-94223 (64,866.00) Reflects title change from Garage/Building & Maintenance Technology Upgrade and scope change to reflect the split of this project as well as the movement of the revenue. To also record a budget transfer of $64,866.00 of General Services Fund revenue to be transferred to a new project. This new project 94516 (Building & Maintenance Technology) which will provide only the Building & Maintenance portion of the upgrade. (64,866.00) · denotes Budget ONLY amendment 24 '. CAPITAL IMPROVEMENT FUND First Quarter Amendments FY 1999/00 Increase! Amdmt Project (decrease) Transfer Net Budget # Number Amount Amount Description Amendment Roof Replacements 23 315-94514 (10,000.00) To record a budget transfer of $10,000, which consists of $5,000 in Water Revenue and $5,000 in Sewer revenue to Project 96664 (WPC R&R), which is where the repair and replacement work for sewer projects should be done. (10,000.00) Building & Maintenance Technology Upgrade - NEW PROJECT 24 315-94516 64,866.00 To set up a new project to provide necessary hardware, software, and support to upgrade the current computer system used by BUilding & Maintenance for creating work orders and tracking repairs, maintenance, and costs associated with Building and Maintenance. Project will be funded by a budget transfer of $64,866.00 in General Services Fund revenue, which will be transferred from Project 94223 (Garagel BUilding & Maintenance Technology Upgrade). 64,866.00 Downtown Redevelopment - Budget Amendment Only 25 315-94714 15,422.02 * To record a budget increase of $15,422.02 in CRA revenue representing the transfer of the year end cash balance as approved August 12, 51,384.00 1999. To record a budget transfer of $51,384 in CRA revenue which was approved by the City Commission on January 18, 2000. Funding will allow for assistance to businesses locating in the CRA district. 66,806.02 Clearwater Marina Aquarium - CLOSE PROJECT 26 315-94771 To close completed project. All funds have 0.00 been expended. Environmental Assessment & Clean-up NEW PROJECT 27 315-94803 403,440.00 To record a budget transfer of General Fund revenue in the amount of $403,440 to be transferred from Project 92262 (State Road 60 Corridor Beautification). This funding will allow the City to share costs for preapproved advanced cleanup contracts with the Department of Environmental Protection. This was approved by the City Commission on February 3, 2000. 403,440.00 · denotes Budget ONLY amendment 25 ','" , > , I 1. :", '. '.' _ ' . . ' , , . . .. (,~ \ ' '. , _ l' f . . ,,. CAPITAL IMPROVEMENT FUND First Quarter Amendments FY 1999/00 Amdmt # Project Number Increase! (decrease) Amount Transfer Amount Description Net Budget Amendment Groundwater Quality Protection 28 315-96111 (403,440.00) To record a budget transfer of Infrastructure Tax of $403,400 to Project 92262 (State Road 60 Corridor Beautification). This funding will allow the City to share costs for preapproved advanced cleanup contracts with the Department of Environmental Protection. This was approved by the City Commission on February 3, 2000. (403,440.00) Storm water Rate Study Projects. Budget Amendment Only 29 375-96122 (855,079.55) · To record a budget decrease in Storrnwater Bond revenue of $855,079.55 to reflect actual bond proceeds. (855,079.55) Pinel/as Phase /1/ Gas Mains & Service Budget Amendment Only 30 353-96310 To record a budget transfer of Gas Bond revenue . 1,000,000.00 for $1,000,000.00 to be transferred from Project 96314 (Pasco Phase II Gas Maintenance & Service). This was approved by the City Commission On September 16, 1999 to provide for installation of gas mains and service lines at various locations. To also record additional budget transfers of Gas Bond revenue, as follows: $100,000 - Project 96311 (Pin Ph 3 Gas Imprv) $800,000 - Project 96313 (Pin Ph 3 Ld/Bfd/Eq) $200,000 - Project 96314 (Pas Ph 2 Mnt/Serv) $200,000 - Project 96315 (Pas Ph 2 Ld/BldlEq) These 4 transfers reflect a budget increase of 1,300,000.00 $1,300,000. All transfers mentioned above (including the one already approved by the City Commission for $1,000,000) represent a net budget amendment of $2,300,000. 2,300,000.00 Pinel/as Phase //I Gas Improvements 31 353-96311 (100,000.00) To record a budget transfer of Gas Bond revenue of $100,000 to Project 96310 (Pinellas Phase 111 Gas Mains & Services). (100,000.00) Pinel/as Phase /11 Land, Bldg & Equipment 32 353-96313 (800,000.00) To record a budget transfer of Gas Bond revenue of $800,000 to Project 96310 (Pinellas Phase III Gas Mains & Services). (800,000.00) · denotes Budget ONLY amendment 26 ,'~ ' t' , '-. ~', '. ',. ....; "'." '".,' '~ "'"" ,,', '\ ,', , ...... l..,.", \' , ~ CAPITAL IMPROVEMENT FUND First Quarter Amendments FY 1999/00 Increase/ Amdmt Project (decrease) Transfer Net Budget # Number Amount Amount Description Amendment Pasco Phase 1/ Gas Maintenance & Service Budget Amendment Only 33 353-96314 To record a budget transfer of Gas Bond * (1,000,000.00) revenue for $1,000,000.00 to be transferred to Project 96310 (Pinellas Phase III Gas Mains & Service). This was approved by the City Commission On September 16,1999 to provide for installation of gas mains and service lines at various locations. To also record a budget transfer in Gas Bond (200,000.00) revenue of $200,000 to Project 96310 (Pinellas Phase'" Gas Mains & Services). (1,200,000.00) Pasco Phase II Land, Building & Equipment 34 353-96315 To record a budget transfer in Gas Bond revenue (200,000.00) of $200,000 to Project 96310 (Pinellas Phase III Gas Mains & Services). (200,000.00) Mini Transfer Station 35 315-96424 To record a budget transfer of Solid Waste (70,000.00) revenue for $70,000 to Project 96438 (Roll-Off Container Hauling Vehicle). This is necessary because the Transfer Station needs an additional tractor for increased trips to the Resource Recovery Plant and also as a back-up vehicle. (70,000.00) Residential Container Acquisition 36 315-96427 To record a budget transfer of Solid Waste (100,000.00) revenue for $100,000 to Project 96429 (Commercial Container Acquisition). This will allow increased commercial container acquisition funding where it is currently needed. (100,000.00) Commercial Container Acquisition To record a budget transfer of Solid Waste 37 315-96429 100,000.00 revenue for $100,000 from Project 96427 (Residential Container Acquisition). This will allow increased commercial container acquisition funding where it is currently needed. 100,000.00 Roll-Off Container Hauling Vehicle 38 315-96438 To record a budget transfer of Solid Waste 70,000.00 revenue for $70,000 from Project 96424 (Mini Transfer Station). This is necessary because the Transfer Station needs an additional tractor for increased trips to the Resource Recovery Plant and also for back-up vehicle capability. 70,000.00 · denotes Budget ONLY amendment 27 \ ,. 'I ,. , ,,' . >' , .' , . . " . '\ .' '...,' '. ' 1 ~, .... . , ,I, . ' CAPITAL IMPROVEMENT FUND First Quarter Amendments FY 1999/00 Amdmt # Project Number Increase! (decrease) Amount Transfer Amount Description Net Budget Amendment WPC R&R 39 315-96664 . 10,000.00 To record a budget transfer of $10,000, which consists of $5,000 in Water Revenue and $5,000 in Sewer revenue from Project 94514 (Roof Replacements ). 10,000.00 Wastewater Collection Pick-Up Trucks 40 315-96675 Reflects title change from Five Yard Dump Truck and scope change to provide additional pick-up trucks to allow employees who are currently riding double in vehicles, to separate and service their respective sanitary sewer pump stations in a more timely and efficient manner. Recycling Expansion, Promotion and Renewal & Replacement 41 315-96805 Reflects tittle change from Recycling Grant and scope change to provide funding for replacing and maintaining initial state funded grant capital investments, on going pilot program efforts and educational, promotional and operating materials/supplies to establish and encourage recycling. Project will also provide funding for expansion opportunities as well as educational, promotional, operating supplies and minor capital items. TOTALS 267,216.68 0.00 267,216.68 .. denotes Budget ONLY amendmont 28 ~, ~ '4t". '.. .. , ,', f. ". ." 1: I' . t. .. ' ~ . ' I ': 'I ' . \ '. _ " . . CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 1t99 - DECEMBER 31, 1999 Actual Expendltu.... Budget Revised Project Open Available Amend o..crfptlon 1 Wi 199 Amdmta Budget To Date Encumbr Balance Status Ref PUBUC SAFETY Pollee Protection 91127 Police Computer Networ1< 3.839,305 3.839,305 2.523,604 616,<411 699,290 1 91134 Beach Dist SubslS Renov 250,000 250,000 250.000 91138 Countryside Sub expansion 423,600 <423,600 235,457 112,621 75.522 91139 S Greenwood Neigh Patrol 75,000 75,000 75,000 91140 WOOd Valley Substation 125,000 125,000 125.000 91142 Mobile Command Oper Ctr 180,000 180,000 180.000 91143 Traffic Homicide Invest Veh 80,000 80,000 60.000 Sub- Tau I ",972,905 4,972,905 2,759,061 729,032 1,484,812 Fire ProWctlon 91213 rare Apparatus Refurbish 420.037 420,037 134,854 285.183 91218 Fire Engine Replacement 1.968,905 1,968,905 1.967,905 1.000 91220 Emergency Operations Ctr 101.016 101,016 98.874 2.142 91221 EMS Capital Equipment 710,855 710.855 349,665 303.990 57.200 91223 Pol Stor Tk Rem-Fire Sta16 40,000 40,000 23,215 16,785 91225 Safety Village Classroom 42,000 42,000 42.000 91226 Vehicular Support 153,239 153,239 95,239 22.374 35.626 91227 Fire Admin Computerization 25,500 25,500 13,429 12.071 91228 Alternative Funding Study 93,240 93,240 45,650 45,650 1,940 91129 Replace & Upgrade A1rpacks 224,000 224,000 224.000 91230 Auto Ext Defibrillator progra 30,000 30,000 30.000 91231 Auto Intersection Control 60,840 60,840 60.840 91232 EMS Vehicle Refurbishment ZO,OOO 20,000 20.000 91233 BoatlMotorrrrailer 30,000 30,000 30.000 91234 Fire Bldg Renovation 0 60,000 60.000 25,001 3,4S3 31.506 2 Sub-Total 3,919.631 60,000 3,979,631 2,753,832 375,507 850,292 TRANSPORTA liON New Street Construction 92140 Highland Avenue Widening 5,611,157 5,611,157 5,545,782 65.375 92141 Drew Street Widening 2.600,000 2,600,000 1,807,173 557,510 235,317 921415 Landmark Dr Extension 1 .002.502 1.002.502 731,562 8,955 261.985 921416 Druid Rd Improvements 1.750,000 1,750,000 184,918 1,508 1,563.575 92147 Beach Streetscapes 92,303 92,303 38 92.265 92148 Gateway to the Beach 10.000.000 10,000.000 6,821,325 1,822,716 1,355,959 Sub-Total 21,055,962 21,055.962 15,090,796 2,390,689 3,57l1,.n MlJor Strwt Maintenance 92258 Paving Unpaved Streets 416,186 416.186 197.830 218,356 92259 Traffic Calming 550,000 550.000 97,613 7,966 444..422 92260 Street Resurfacing 6,605,383 6,605,383 3,258,664 1,336.284 2,010,436 92262 SR 60 Corridor Beaut 6.325,922 6,325.922 604,522 198,101 5,523,299 3 92263 N Greenwood Corridor Enha 100,000 100.000 100.000 Sub-Total 13,997,491 13,997,lI91 4,158,629 1,5042,350 8,296,512 SIdewalks and BIke TI1II1 92337 Civic CtrlMarina Crosswalk 100,000 100.000 100,000 92338 Sidewalks 1,715,073 1,715.073 1,239,255 475,818 Sub-Toul 1,815,073 1,815,073 1,239,255 0 575,818 Intersections 92551 City-Wide Intersection Imprv 661,778 661,778 384.786 11 276,981 92552 Signal Renovation 546,148 546,148 402,733 3.506 139.909 92553 New Signal Installation 590,188 590,188 229.848 1,640 358,700 92555 Intersection Improvements 2,363,915 2.363,915 1,439.955 177.701 746,259 Sub-Total 4,182,029 <4,162.029 2,lI57,322 182,858 1,521,&48 29 ,~. . . . . .'. ,.. ., '. ,\ " ',. . '..1 ~. ~"', t." , '( . , ' . , . ,,' f " CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1. 1SttS . DECEMBER 31,1999 Actual Expendlturn Budget Reviled Project Open Available Amend Description 10/1/99 Amdmta Budget To Date Encumbr Ballnce Status Ref Parking 92630 Partdng Lol Resurfacing 729,023 729,023 381.805 66,277 280,940 92632 Pkng Garage Structure Rpr 419.732 419,732 77 ,307 342,425 92634 Downtown Parking Facility 1,700,000 1,700,000 1,700.000 92636 Parking Lallmprovement 410,000 410.000 50.088 288,421 71,491 92637 Elec Real Time Signing Syste 350,000 350.000 350.000 92638 Electronic Partdng Meter Syst 400.000 385,000 785.000 780,818 4,182 4 92639 Beach Parldng Garages 185,200 185.200 185,200 0 5 Sub-Total 4,008,755 570,200 4,578,955 509.200 1.320,71& 2,749,038 Mlacellaneouc Engineering 92820 Memorial Causeway Br Repl 7,900.768 7,900.'168 2,757.626 2.143,799 2.999,343 92822 Miscellaneous Engineering 324.689 324,689 78.999 136,574 109,116 92824 Eng Field Office Tech Upgr 28,000 28.000 26.982 1.018 92825 Utility Pickup Truck 38.000 38.000 38.000 92826 CAD Worbtation File Server 60.000 60,000 60.000 92827 Globsl Pos Sys SUNey Equip 125.000 125.000 125,000 92828 Public WorXs Field Laptops 105.000 105,000 105,000 92829 SPJC Field Site Development 0 50,000 50.000 50,000 6 Sub- Tota' 8,581,457 50,000 8,631.457 2,863,607 2.280,372 3.487,~78 LEISURE Land Acqulaltlon 93128 Ray Green Pant Expansion 111,500 72,600 184.100 101.008 5,590 71.502 1 Sub-Total 111,500 72,600 1'....100 101.008 5,590 71,502 Park Devolopment 93204 Concrete Sidewalk & Pad 88.000 (10,088) 77.913 47,961 29,951 8 93206 Skate Park Facilities 200.000 200.000 6.000 194,000 93208 Softball Complex Dev 976.099 976.099 838.017 76,856 61,226 93209 Del Oro Pari< Renov 39.909 88 39.996 39.996 0 C 9 93212 Recreation Trails 745.000 745,000 504.303 171 240,526 93213 Pari( Amenity Purchase & Re 100.000 30,000 130.000 72.631 57,369 10 93219 Cherry Kanis Parl< 588.902 (30.000) 558.902 499,554 56,652 2.696 11 93220 Pine/las Trail AnMlnities 48.000 48,000 1,487 40,513 93221 Citywide P&R Master Plan 75.000 75.000 75,000 93223 McM Tns Camp Court Renov 300.000 300.000 300,000 93225 Swim Pool Renovations 100.000 119,000 219,000 108.910 70.716 39,374 12 93227 Ois\; Golf Course Renov 25.000 (5.000) 20.000 16.153 0 3,847 13 93228 Island ~~tates P!ayground 50.000 26.000 76,000 21,442 6.284 48,274 14 93229 Tennis Cc.'Jrt Resurfacing 195.357 195.357 185.672 9,685 93230 Playground ~ Fitness Equlpm 581.530 (5.000) 576,530 475,779 100,151 15 93232 long Center 1.000.000 1,000.000 1.000,000 93233 Countryside Infrastructure 1m 500,000 500.000 500,000 93234 P&R Passenger Van 28.000 28,000 28,000 93235 Maple Swamp Allen's Ck Reh 90,000 90.000 90,000 93236 Ctryside H & Cntryside Sport 60.000 60.000 60,000 93237 Irrigation Sys Mem Cswy RO 50.000 50,000 50,000 93249 New Pari(lng Lots 135.248 135.248 20,248 115,000 93262 Fencing Replacemt Program 259.555 (10.000) 249.555 185.922 63,633 16 93269 light Replacement 719.176 (15.000) 764.176 603,270 3.567 157,3-40 11 93285 J Russell Stdm Struc Repairs 802.191 802.191 748,609 53,582 93266 Pking LotlBlcyle Path Resur 187.000 181.000 77,561 41.806 67,633 18 93295 lake Chautauqua Park 603,781 603,781 510,538 91.874 1,369 93296 C Beach Aquatics Pk &Pool 847.000 847.000 84,856 148.041 14,103 Sub-Total 9,454.7018 100,000 9,554.748 5,054,909 1,095.966 3.403,872 30 , ,',., '. 1,' " J ! ' \ ,"" '\ ',\ -- . " , . ".. CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 1888 . DECEMBER 31, ni9 Actull Expendlturo. Budget Revlud Project Open Avali41br. Amend Dncriptlon 10/1/98 AmdmtlS Budget To Date Encumbr Balance Status Ref LEISURE (CONTINUED) BMutlflcatlon 93316 Bayfront Part< Renovations 142.644 142.644 66.123 33,300 43,221 Sub-Total 142,644 142,6-4-4 66,123 33,300 43,221 Mutne Facilities 93413 Utilities/Sves Replace 305.411 305,411 280,868 24,543 93429 Dock Replacement & Repair 178.740 (5,000) 173,740 156,555 261 16,925 19 93436 Waterway Maintenance 148.941 148,941 123,214 25,727 9~3 .Seminole 5t Boatramp Drdgn 295.615 295,615 268,779 5,800 21,037 93470 BridgeJOockslSeawalIs-R&R 1,149.020 1,149,020 499,098 212,719 437,203 93487 Fishing Piers 356.031 356,031 194,596 161,435 93490 Fuel System R&R 20,000 20,000 11.148 8,852 93492 Pier 60 Maintenance 41.540 41,540 7.296 34,244 93493 Marina Restroom Renov 64.075 5,000 69,075 63,978 5,097 20 SubTotal 2,559.373 2,559,373 1,605,530 218,779 735,064 Ubrartn 93521 BooksIMarts Collection 2,512,165 2,512,165 1,602,522 123,967 785,676 93523 New Main Ubrary 1.709,629 202.690 1,912,319 178,000 1,734,319 21 93524 Ubrary Computers 50,050 50,050 50,050 0 Sub Total 4,271,844 202,690 ..,474,534 1,652,572 301,967 2,510,996 GARAGE 94210 Motor Pool Refurbishment 431,167 431,167 44,778 870 385,519 94220 Fuel Site Enhancement 207,856 207,856 200,388 7,468 94222 Motorized Equip -Cash 1,042,080 1,042,080 601,150 35,332 405,598 94223 GarageIBldg&Mainl Tech Up 434,187 (64,866) 389,321 161,208 103,668 104,446 22 94227 Motorized Equip - UP 9,112,734 9,112,734 5,068,954 1,317,543 2,726,237 Sub-Total 11,228,024 (",866) 11,163,158 6,076,478 1,457,413 3,629,267 BUILDING MAINTENANCE 94510 ~r Cond Replace-City Wide 795,320 795,320 403,230 392,090 94512 Roof Repairs 434.903 434,903 357,963 76,939 94514 Roof Replacements 516,925 (10,000) 506,925 231,729 2,600 272,596 23 94515 Radio Replacement Program 582,330 582,330 375,933 206,397 94516 Bldg & Maint Technology Upg 0 64,866 64,866 0 64,866 24 Sub-Total 2,329,478 54,866 2.384,344 1,368,855 2,600 1,012,888 GENERAL PUBUC BUILDINGS & EQUIPMENT 94602 Mun SvcsIP Safety & Police 21,490,853 21,490,853 21,258,888 231,965 94607 Downtown Bluff Dev 66,480 66,480 14,453 52,027 0 94608 Write Oeko System 27,000 27,000 19,538 7,462 94609 Betacam SP Decks 31,000 31,000 31,000 94610 Broadcast Betacam SP earn 48,000 48,000 48,000 Sub-Total 21,663,333 21,663,333 21,273,341 71,565 318,427 MISCELLANEOUS 94702 ADA Transition Plan 658,743 658,743 585,650 73,093 94703 Network Equipment Upgrade 30,000 30,000 29,019 799 182 94707 Cen PennillComm Resp Soft 328,009 328,009 293,966 20,580 13,463 94711 Sand Key Power Line 1,400,000 1,400,000 1,168,280 231,720 94713 Airpark Master Plan Improv 947,885 947,885 805,712 50,654 91,518 94714 Downtown Redevelopment 1,064,704 66,806 1,131,510 965,329 166,181 94722 Payroll/Human Resource Sys 385,934 385,934 347,616 3,300 35,019 94727 Beach Redev Project Plan 100,000 100,000 75,287 24,713 94729 City-wide Connect Infra 170,000 170,000 170,000 94734 Harborview Center F F & E 618,951 618,951 610,416 8,535 94736 Geographic Infonnation 350,000 350,000 151,660 5,499 192,841 31 ~ ~f I , . " ~,.. ~', J ~' " '_. ,~~; \. " " ", ' .., _ -, .,"/ . '" . r - -,' , \. " .. " ,~ ,. '~," " " CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1,1999. DECEMBER 31, 1999 Actu., expenditures Budget Revlsec:l Project Open Available Amend o..crlptlon 1011/99 Amdmbl Budget To Date Encumbr Bal.nee Status Ref MISCELLANEOUS (continued) 94737 Infonn SVCl UPS System 45,000 45,000 45,000 94738 Telephone System Replac 1,358,812 1,358,812 1,163,733 33,933 161,145 94741 Auto TIme Recording Sys 125,000 125,000 125,000 94745 District Parking Plan 4n,860 4n,860 92,734 45,116 340,010 94749 Ent Netwk Phase II 661,759 661,759 661,759 0 94753 Centralized Rcrdsllmg 506,224 506,224 33.784 8,485 463.955 94756 Is Est Underground Utilities 9,000 9,000 9,000 0 94757 UtiI BlUing/Gust Info Sys 1,573,270 1,573,270 1.255,238 224,607 93,425 94760 Affordable Housing Infra 87,440 87,440 87,440 0 0 94761 Poll Stor Tank RemlRepl-Ge 275,384 275,384 107,637 85,967 81,780 94762 Economic Dev Studies 150,000 150,000 99,533 123 50,344 94765 IMR Development 1.541.788 1,541,788 981,547 560.241 94766 Engineering Computer Upgr 40,000 40,000 37,201 2,799 94768 300 GaUon Maintainer Truck 90,000 90,000 49,578 40,422 94769 Pier 60 VISitOrs Center 40,000 40,000 975 39,025 94771 CIwtr Marine Aquarium 50,000 50,000 50,000 0 C 26 94801 Tidemark Upgrade 250,000 250,000 250,000 94802 Ent Netwk Maint & Repair 192,500 192,500 192,500 94803 Envmmntl Assessmt & Clean 0 403,440 403,440 403,440 27 Sub-Tetal 't 3,528,263 470,246 13,998,509 9,604,516 537,641 3,856,3152 unUTlES Stormwater Utility 96102 Stevenson's Cfi( Improv 5,617,692 5,617,692 S,467,nO 4,700 145,221 e6103 Stmwtr Quality Imprv/Prop 2,379.350 2,379,350 2,320,208 8,614 50,528 96105 Habitat RestorJlmprovemts 272,884 272,884 268,447 2.298 2.139 96109 OowntO'Ml Lake 223,000 223,000 186,603 36,397 96111 Groundwater Quality Pr 750.000 (403,440) 346,560 230,504 48,320 67,736 28 96118 Storm Drainage R & R 1,061,089 1,061,089 928,060 8,596 124,433 96119 AIlefl's Ck VVlrshd Rehab 1,872,218 1.872,218 1,650,909 83,894 137,415 96120 Alligator Ck Implementation 1,545.000 1,545.000 627,857 108,118 809.024 96121 Cooper's Pt Restoration 280,821 280,821 173.723 14.400 92,698 96122 Utility Rate Study Projects 1.815,000 (855.080) 959,920 959,920 29 96123 Long Reach Trackhoe Exe 220,000 220.000 193.750 26,250 96124 Storm Pipe System Improv 1,165,000 1,165,000 432.095 6.048 726.857 96125 Town Pond 3.300,000 3,300.000 1,638.689 438,891 1 ,222,220 96126 Stav Ck Watershed Plan 200,000 200,000 731 10,000 189,269 96127 N Grwd SImwtr Retrofit 160,000 160,000 5.050 154,950 96126 Allen's Ck Gabion 1,300,000 1,300.000 14.950 3,545 1 ,281.505 96129 Stev Ck Estuary Restor 450,000 450,000 1.750 448,250 96130 NPDES 349,000 349.000 29.724 69,948 249,328 96131 Ent Rd Cross Channel B 75.000 75,000 75.000 96132 Mach Street Sweeper 137,900 137,900 137.900 96133 Mech Slope Mower 75.000 75,000 75,000 96134 Saturn Ave/Sherwood St 650,000 650,000 650,000 96135 Fairwood Ave 190,000 190,000 190,000 96136 11/2 ton Enclosed Van 44.000 44.000 44,000 96137 FDEP Compliance 220,000 220,000 220,000 Sub-Total 24,352,953 (1,258,520) 23,094,434 14,171,021 807,371 8,116,0.42 Water System 96707 Main Construction 522,064 522.064 236.689 285,375 96721 System R & R-Maintenance 640,149 640,149 555,n7 84,372 96739 . Reclaimed Water Oist 15.923,845 15,923.845 6.711,262 2,907,727 6,304,856 96740 Water SupplyfTreatment 2,991,089 2,991.089 524,835 50,000 2,416,254 96741 System R & R-Capitalized 3.670,514 3,670.514 1,379.530 5,716 2,285,268 96742 line Relocation-Capltallzed 3.544,310 3,544.310 1.690,201 347,717 1.506,392 32 ;:~. ~. . ' " ' -," . . " ~ ' , ' . i , . f i , , . ~ : ' , ~ ,,' .,' ',' . CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 1i~i - DECEMBER 31, 1999 Actual expenditure. Budget R.vla.d Project Open Available Amend Description 10/1199 Amdmts Budget To Date Encumbr Balance Status Ref UTlU"nES (continued) Water Syat8m (continued) 96743 Mtr Bkftow Prey Oev/Chang 700,273 700,273 379,364 24,746 296,163 967.... System Expansion 658, no 658,770 357,817 300,953 96745 Reclaimed Water Vehictes 41,140 41,140 40,203 937 96746 Boring Machine & Trailer 90,000 90,000 90,000 Sub-Total 28,782,154 28,782,154 11,815,678 3,335,901 13,570,510 Sewer SyetDm 96630 .Sanitary Sewer Ext 852,439 852,439 359,214 38,885 454,340 96634 San UUI Reloc Accomodation 2,966,439 2,966,439 800,056 39,073 2,127,310 96645 Laboratory Upgrade & R&R 470,000 470,000 227,129 9,256 233,615 96652 Morton Plant Pump Station 1,170,000 1,170,000 70,226 125,009 974,765 96654 Facilities Upgrade & Improv 1,175,366 1,175,366 211,439 60,605 903,322 96655 WPC Pre-Treatment prog 210,712 210,712 193,352 10,228 7,132 96656 Laboratory Buildiong 1,375,000 1.375,000 72,000 8,000 1.295,000 96658 Chlorine HndlglNE Awt 1,390,000 1,390,000 24,500 119.100 1,246,400 96662 Digester CLNAlMarshall 300,000 300,000 300,000 96664 WPC R & R 1,731.189 10,000 1,741,189 986.827 120,973 633.389 39 96665 Sanitary Sewer R&R 9,766,665 9,766,665 3,011,223 2,499,494 4,255,948 96670 Poll Stor Tk Remov-WPC 127,000 127,000 99,937 5,035 22,028 96671 Rotary Screen Sludge Thick 710,000 710,000 99,508 54,254 556,238 96672 NE AWT Carousel 5,290,000 5,290,000 96,755 472,745 4,720,500 96673 Holding/Storage Building 747,000 747,000 747.000 96674 NE - Aerated Sludge Hold Tk 784,000 784,000 184,000 96675 Wuatewtr Coli Pick-up Trucks 38,000 38,000 38.000 96676 Telemetry Sys for Uft Sta 35,000 35,000 31,460 2,722 818 40 96678 RDP-Ume Dust & Odor Cont 322,000 322,000 322,000 96679 NE.Blower & Building 135,000 135,000 135,000 96680 NE.lnfluent Saeen Compact 170,000 170,000 170,000 96681 NE-Control Bldg Gr FI Remo 157,000 157,000 157,000 96682 Ms.-Aerated Sludge Hold Tk 930,000 930,000 930,000 96683 WPC Master Plan Ph II FY99 1,067,000 1,067,000 1,067,000 96684 Blo-solids Improvements 840,000 840,000 840,000 Sub-Total 32,758,810 10,000 32,769,810 6,283,626 3,565,380 22,920,805 Go Syatam 96310 Pin Ph III Gas Mains & Sve 2,314,230 2,300,000 4,614,230 2,182,899 891,666 1,539,663 30 96311 Pin Ph III Gas Improvements 370,000 (100,000) 270,000 131,269 21,420 117,311 31 96312 Pinellas Ph III Relocation 790,000 790,000 196,961 337,676 255,361 96313 Pin Ph III Land, Bldg & Equip 1.000,000 (800,000) 200,000 60,767 45 139,168 32 96314 Pasco Ph II Gas Maint & Sve 2,730,000 (1,200,000) 1,530,000 1 ,043,375 257,959 226,656 33 96315 Pasco Ph II Land, Bldg &Eq 520,000 (200,000) 320,000 49,296 50 270,654 34 96358 Environmental Remediation 787,335 787,335 446,698 54,500 286,137 96364 System R&R-Capitalized 1,029,362 1,029,362 1,029,362 96365 Line Relocation-Pinell Maint 241,089 241,089 241,069 96366 System R&R-PineUas Mainl 419,687 419,687 197,266 222,421 96361 Gas Meter Change Out-Pin 110,000 170,000 170,000 96374 line Relocation-Pin Capit 2,940,507 2,940,507 11,692 2,926,815 Sub-Total 13,312,210 13,312,210 4,320,223 1,563,331 7,42e,656 33 'j'< ~ I _ ' . , . " ~ , . " .. ~. i. ,.... 'I' . , , .' .' ,. , - . . . ' CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 1"~ . DECEMBER 31, 1819 Actual expenditures Budget Revised Project Open Available Amend Dfl8crlptlon 1011/t9 Amdmts Budget To Date Encumbr Balance StatUI Ref unUTIES (continued) Solid Wuta 96424 Mini Transfer Station 222.279 (70.000) 152.279 139.516 12.763 35 96426 Fadllty R & R 926.752 926,752 748,463 3,858 174,431 96427 Rnldential Container Acq 1,898.996 (100.000) 1,798.996 1.634,752 84,958 79.286 36 96429 Com:nercial Container Acq 2.703.708 100.000 2,803.708 2.243,935 280,702 279,071 37 96438 Roll-Otf Cont Hauling 315,000 70,000 385,000 176,150 94,650 114,200 38 96439 Container Screening Pro 450,000 450,000 6,378 443,623 96440 Improvements to SW Complx 157,497 157.497 11,654 145,843 96441 Spacial Solid Waste Service 50,000 50,000 1,475 48.525 Sub-Total 6,724.232 6.724,232 4,962,323 464.168 1,297,742 UtIlity Miscellaneous 96516 Citywide Aerial Photo 197.447 197,447 117,488 222 79,737 96521 PW Infra Mgmt System 500.010 500,010 500,010 Sub-Total 697.457 697,457 117,488 222 519,147 Recycling 96801 Recycling Vehicles 332.640 332,640 181,200 151,440 96802 Recycl BJdgJProceas Ramp 310,000 310.000 149,685 160,315 96804 Recycling CartslOumpsters 471,925 471,925 . 219,661 10,882 241,376 96805 Recye ExpanIPromIR&R 786,279 786.279 317,758 21,156 447,366 41 96806 RecycJing Equip Replae 875,550 875,550 1 n ,433 698,118 Sub-Total 2,776,394 2.776,394 868,309 209,470 1,698,61~ TOTAL ALL PROJECTS 237,207.720 261.217 237.474.937 121.239.701 22,492,195 93.743.041 34 _ . ,," . . .J' , ,,' , ,. : ' . .o.' ~ . -. ~ , , Special Program Fund 1lt Quarter Budget Amendments October 1, 1999 - December 31, 1999 Amdmt Number Project Number Increalel (Decrease) Transfer Amount Amount Description Net Budget Amendment 1 99302 66,160.00 HUD DNg EllmlnatlonlCHA . Establish a budget of $66,160 representing participation in a HUe grant received by the Clearwater Housing Authority. 66,160.00 LLEBG Year 4 - Establish a budget of $342,500 representing a $308,250 Federal Local Law Enforcement Block Grant awarded to the City and a $34,250 required match. The $34,250 match is to be 2 99307 308,250.00 34,250.00 transferred from program 181-99347 LLEBG Year 3. 342,500.00 Bulletproof Vest Grant - Establish a budget of $4,016 representing a Federal grant awarded to the 3 99308 4,016.00 City for the purchase of 20 bulletproof vests. 4,016.00 Weed & Seed Asset Forfeiture 2000 - Establish a budget of $50,000 representing a Federal grant awarded to the City to pay for overtime salaries in the 4 99312 50,000.00 Weed & Seed area. 50,000.00 Pollee Volunteers- Record a budget transfer of $1,500.00 from program 181-99356 to fund program 5 99316 1,500.00 expenses from FY 1999 & 2000. 1,500.00 6 99317 16,665.00 Pollee Education Fund - Record a budget increase of $16,665 in Police Education Fines to match budgeted revenues with actual revenues received. 16,665.00 Stop Aggressive Driving 2000 - Establish a budget of $33,000 representing a State grant awarded to the 1 99322 33,000.00 City by the Florida Department of Transportation. 33,000.00 Investigative Recovery Costs - Record a budget increase of $287.383.18 in court forfeiture proceeds to match budgeted revenues with actual revenues received. Also, record a budget increase of $1,199.82 in revenue received from other governmental units to match budgeted revenues with 8 99329 288,583.00 actual revenues received. 288,583.00 2128/00 35 n./, . '; . . I "'. t ~... ",' ,", ,,' '.' 4 '. . " ,,' ',' :,','. Special Program Fund 1st Quarter Budget Amendments October it 1999 - December 31,1999 Amdmt Number Project Number Increasel (Decrease) Tnnsfer Amount Amount Description Net Budget Amendment Florida Contraband Forfeiture - Record a budget increase of $79,448.15 in court forfeiture proceeds to match budgeted revenues with actual revenues received. Also, record a budget increase of $16,434.06 in 1999 interest earnings to match budgeted revenues with actual revenues received. Finally, record a budget transfer of $40,000 in Court Forfeiture proceeds to program 181-99331 which is to be transferred to program 181-99356 to fund the 9 99330 95,882.21 (40,000.00) FY 2000 Safe Neighborhood Program. 55,882.21 Law Enforcement Trust Fund - Record a budget transfer of $40,000 in Court Forfeiture proceeds from 181-99330. Also, transfer these $40,000 in Court Forfeiture proceeds to program 181-99356 to fund 10 99331 0.00 the FY 2000 Safe Neighborhood program. 0.00 Officor Friendly Program - Record a budget increase of $10,118.00 in donations to match 11 99332 10,118.00 budgeted revenues with actual revenues received. 10,118.00 Bicycle Jamboree - Record a budget increase of $2,850.00 in donations to match budgeted revenues 12 99333 2,850.00 with actual revenues received. 2,850.00 Geographic Info Systems 2000 - Establish a budget of $85,931 representing a Federal grant awarded to the City. $21,483 of the total budget is to be a match 13 99336 64,448.00 21,483.00 transferred from program 181-99346. 85,931.00 Seat Belt Grant/FOOT - Establish a budget of $20,000 representing a State grant awarded to the 14 99344 20,000.00 City by the Florida Department of Transportation. 20,000.00 Geographic Info Systems 1999 - Record a budget 15 99346 (21,483.00) transfer of $21 ,483 to program 181-99336. (21,483.00) Local Law Enforcement Block Grant Yoar 3 - Record a budget increase of $6,921.69 in 1999 interest earnings to match budgeted revenues with actual revenues received. Also, record a budget 16 99347 6,921.69 (34,250.00) transfer of $34,250 to program 181-99307. (27,322.31 ) 2/28/00 36 ..~, . . ~ . ,~. , , . . ~. -. ,.,'~. ' ,'. I 22 99938 53,830.27 Homeless Shelter - Record a budget increase of $53,830.27 in PILOT funds paid to the City by the Clearwater Housing Authority. 53,830.27 Public Safoty Prograrns Totals: 1,416,277.13 0.00 1,416,277.13 23 99538 66,911.19 Affordable Housing Impact Fee - Record a budget increase of $12,555.43 in 1999 interest earnings to match budgeted revenues with actual revenues received. Also, record a budget increase of $54,355.76 in rental fees to match budgeted revenues with actual revenues received. 66,911.19 24 99559 49,005.92 EEOC Charge Resolution - Record a budget increase of $49,005.92 recognizing funds received from EEOC during 1999. 49,005.92 2128100 37 ~;\~ Amdmt Project Number Number 25 99560 26 . 99562 21 99598 28 99599 Special Program Fund 1st Quarter Budget Amendments October 1, 1999 - December 31, 1999 Increasel (Decrease) Transfer Amount 34,760.00 10,000.00 4,136.26 13,627.21 Social Service Programs Totals: 178,440.58 29 99661 30 99664 Cornmunlty Development Totals: 31 99704 Marine Programs Totals: 2128/00 0.00 23,905.33 23,905.33 AlnountDescription HUD Fair Housing Asslatance - Record a budget increase of $34,160.00 to recognize grant revenue received from HUD. HUD Special Education Grant - Record a budget increase of $10,000.00 to recognize grant revenue received from HUD. Challenge Loan Guarantee Fund - Record a budget Increase of $4,136.26 in 1999 interest earnings. InfJlI Housing Development Program - Record a budget increase of $13,627.21 in 1999 Interest eamings. 0.00 Economic Development '99 - Record a budget transfer of $3,071.50 in 1999 COSG entitlement funds to program 181-99664 to fund FY 1999 CDBG (3,071.50) expenditures. Public Facilities & Improvements '99. Record a bUdget transfer of $3.011.50 in 1999 COSG entitlement funds from program 181-99661 to fund 3,071.50 FY 1999 COSG expenditures. 0.00 Sembler Mitigation Project. Recorda budget increase of $23,905.33 in 1999 interest earnings to match budgeted revenues with actual revenues received. 0.00 38 Net Budget Amendment 34,760.00 10,000.00 4,136.26 13,627.21 178.440.58 (3,071.50) 3,071.50 0.00 23,905.33 23.905.33 Special Program Fund 1st Quarter Budget Amendments October 1,1999 - December 31,1999 Increalel Amdmt Project (Deereale) Transfer Net Budget Number Number Amount Amount Description Amendment Brownfield Remediation #2 - Establish a budget of $300,000.00 representing State of Florida Brownfield 32 99801 300,000.00 grant funds awarded to the City. 300,000.00 Long Center Sinking Fund - Establish a budget of $60,110.00 representing the transfer of Sinking Fund revenue from the General Fund as approved in the 33 99803 60,110.00 FY 2000 operating budget. 60,110.00 Vision Funds - Establish a budget of $200,000 representing the reappropriation of General Fund operating savings from FY 1998/99 to fund the current fiscal year "vision" funds. Also, transfer $50,000 of vision funds to program 181-99917 to fund 34 99804 200,000.00 (50,000.00) Ervin's FY 2000 operations. 150,000.00 Extrication '99 . Record a budget increase of $29.00 in sales to match budgeted revenues with actual 35 99902 29.00 revenues received. 29.00 Frog Reissue Program - Record a budget increase of $88.73 in Sales to match budgeted revenues with 36 99903 88.13 actual revenues received. 88.73 Police Outside Duty - Record a budget increase of $43,025.40 in Contractual Service fees to match 31 99908 43,025.40 budgeted revenues with actual revenues received. 43,025.40 Library Special Account - Record a budget increase of $10,184.89 in Donations to match budgeted 38 99910 10,184.89 revenues with actual revenues received. 10,184.89 Ervin's Youth Group. Record a budget increase of $50,000.00 representing a City funded grant to Ervin's Center for fiscal 199912000 operations as approved in the FY 2000 operating budget. Funding source is a transfer of $50,000 in "Vision funds" from 39 99917 50,000.00 program 181-99804. 50,000.00 Waste Tire Grant - Record a budget increase of $25,009.00 recognizing grant revenues received from the State of Florida Oept. of Environmental 40 99919 25,009.00 Protection. 25,009.00 2/28100 39 . '\.'. . . I . . ," ~ " r , . ,'t ~. " ' . . " , '. ','. : ~ Special Program Fund 1st Quarter Budget Amendments October 1,1999 - December 31,1999 Amdmt Number Project Number Increasel (Decrea~e) Transfer Amount Amount Description Net Budget Amendment 41 99925 75,000.00 PEG ACC81S Support - Record a budget increase of $15,000.00 in Donations to match budgeted revenues with actual revenues received. 75,000.00 42 99931 22,896.80 Folk Art Festival - Record a budget Increase of $16,075.80 in Donations to match budgeted revenues with actual revenues received. Also, record a budget increase of $6,821.00 representing grant funds received from the State of Florida. 22,896.80 43 99941 2,308.55 Moccasin Lake Nature Park - record a budget increase of $1 ,371.82 in Sales and $936.73 in Oonations to match budgeted revenues with actual revenues received 2,308.55 44 99948 8,059.20 Transforming Local Government - Record a bUdget increase of $1 ,059.20 in sales and an increase of $7,000.00 in Donations to match budgeted revenues with actual revenues received. 8,059.20 45 99951 50,000.00 Special Events Pilot Program - Record a budget increase of $50,000.00 in General Fund revenue representing approved funding for FY 199912000 Special Events Pilot Program. (approved 7/15199) 50,000.00 46 99954 31,573.01 501 (C)3 Services - Record a budget increase of $24,818.86 in sales and an increase of $6,694.15 in Donations to match budgeted revenues with actual revenues received 31,573.01 41 99958 2,677.00 Hurricane Georges - Record a budget increase of $2,677.00 representing additional reimbursement received from the State of Florida Department of Community Affairs. 2,671.00 NCAA Concerts - Record a budget increase of $12,500.00 in Donations to match budgeted revenues 48 99960 12,500.00 with actual revenues received. 12,500.00 Year "2000" Fireworks - Record a budget increase of $30,000.00 in General Fund revenue for FY 199912000 Fireworks as approved in the FY 2000 49 99961 30,000.00 operating budget. 30,000.00 2128/00 40 ,~/ Special Program Fund 1.t Quarter Budget Amendments October 1, 1999 . December 31, 1999 Amdmt Number Increase' (Decrease) Tran.fer Amount Amount DeSCription Net Budget Amendment Project Number 50 Parke & Rec Gift Giving. record a budget increase of $6,108.77 in sales and $31.969.10 in donations to match budgeted revenues with actual revenues received. 44,677.87 99962 44,677.87 Economic Development Incentive Program - Record a bUdget increase of $1,630.42 In 1999 51 99963 1,630.42 interest earnings. 1,630.42 Sand Key Beach Vegetation . Record a budget decrease of $8,551.58 representing a transfer of Recreation Facility Impact fees to the 142 fund to 52 99964 (8,557.58) close the program. (8,557.58) JWB Martin Luthor King Center. Record a budget increase of $322.71 in Juvenile Welfare Board revenues and transfer the remaining $17.71 surplus program balance to the 010 General Fund to close 53 99965 305.00 the program. 305.00 JWB Kings Highway - Record a budget decrease of $151.03 in Juvenile Welfare Board revenues to match budgeted revenues with actual revenues received 54 99967 (751.03) and close program which is complete. (151.03) 55 99969 JWB National Guard Armory - Record a budget decrease of $994.31 in Juvenile Welfare Board revenues to match budgeted revenues with actual revenues received to close program which is complete. (994.31) (994.31) 56 99970 133,996.01 Tree Replacement Project - Record a budget increase of $5,702.00 in Donations and $128,294.01 in tree replacement fees collected to match budgeted revenues with actual revenues received. The increase in tree replacement fees collected over last fiscal year is attributable to the Veriphone and Grand Reserve construction projects in Park Place. 133,996.01 2/28/00 <41 , . .. . ' " .7', ' ',',,1,' Special Program Fund 1st Quarter Budget Amendments October 1,1999 - Decomber 31,1999 Increasel Amdmt Project (Decrease) Transfer Net Budget Number Number Amount Amount Description Amendment Brownfield Remediation - Record a budget increase 57 99915 5,094.52 of $5,094.52 in 1999 interest eamings. 5,094.52 Malnstreet Pro9ram . Record a budget increase of $10,000.00 representing a grant awarded to tho City from the State. Also, record a budget increase of $44.45 in 1999 interest earnings to match budgeted 58 99918 10,044.45 revenues with actual revenues received. 10,044.45 Historical Facade Program. record a budget 59 99919 988.16 increase of $988.16 in 1999 interest earnings. 988.16 Local Mitigation Strategy - Record a bUdget increase of $10,000.00 in FEMA funds to match 60 99983 . 10,000.00 budgeted revenues with actual revenues received. 10,000.00 Sailing Center Donations - record a budget increase of $1,600.00 in Donations to match budgeted 61 99993 1,600.00 revenue with actual revenue received. 1,600.00 Safety Village - record a budget decrease of $8,868.75 in Donations to match budgeted revenue 62 99998 (8,868.75) with actual revenue received. (8,868.75) Miscellaneous Programs Total: 1,062,626.34 0.00 1,062,626.34 IGrand Totals: 2,681.249 o l 2,681.249 2/28/00 42 ~f CITY OF CLEARWATER SPECIAL PROGRAM STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 1999 . DECEMBER 31, 1999 Actual Expenditures Budget Revised Project Open Available Amend Description 10/1/99 Amendmt Budget To Date Encumbr Balance Status Ref PLANNING PROGRAMS 99125 Hazard Mitigation FEMA 56.540 56.540 56,540 0 99128 Countywide Consistency Grant 43,050 43,050 32,910 500 9.640 99130 Mapping Services. PPC 3,000 3,000 1,002 1,998 99136 Sustainablo Challenge 7,000 7,000 7,000 109.590 0 109,590 90,452 500 18,638 PUBLIC SAFETY PROGRAMS 99302 HUD Drug EliminationlCHA 0 66,160 66,160 66,160 1 99307 LLEBG Year 4 0 342,500 342.500 342,500 2 99308 Bulletproof Vest Grant 0 4,016 4,016 4,016 3 99312 Weed & Seed Asset Forf. 2000 0 50,000 50,000 50,000 4 99313 PST's MSB & Ubrary 2000 111.060 111,060 7.881 103,179 99314 Suncoast Clean Cities 14.990 14,990 1.772 13,218 99316 Police Volunteers 0 1,500 1,500 1,500 5 99317 Police Education Fund 678.600 16,665 695,265 643,338 51,927 6 99318 VOCA Grant 36,121 36,121 4,321 18 31,782 99319 Weed & Seed 2000 175.000 175,000 33,814 33.500 107.686 99320 Victim Assistance Program 197 197 41 156 99322 Stop Aggressive Driving 2000 0 33,000 33.000 33,000 7 99325 Citizen's Police Academy 18,500 18,500 15,083 3,417 99329 Investigative Recovery Costs 290,009 288,583 578,592 170,050 408,542 8 99330 FL Contraband Forfeiture Fnd 369,359 55,882 425,241 254,032 171.209 9 99331 Law Enforcement Trust Fd '91 1,451,870 0 1.451.870 1.427,295 15.779 8,796 10 99332 Officer Friendly Program 72,145 10,118 82,263 49,779 32.484 11 99333 Bicycle Jamboree 11.946 2,850 14,796 14,067 729 12 99336 GIS 2000 85.931 85,931 3,860 1,296 80,775 13 99340 Clearwater DUI Enforcement '99 85.038 85,038 96,297 -11.259 99341 Clearwatar Pedestrian Safety '99 45.868 45,868 45,976 -108 99342 Stop Aggressive Driving '99 142,550 142,550 107,505 35,045 99343 Tobacco Enforcement '99 27,646 27,646 27.646 99344 Seat Belt Grant/FOOT 0 20.000 20,000 20,000 14 99346 Geographic Info Systems '99 148.224 -21.463 126,741 132,657 -5,916 15 99347 lLEBG Year 3 386.182 -27,322 358,860 239,136 119,724 16 99349 Weed & Seed Asset Forfeiture '99 100.000 100,000 87.237 12.763 99356 Greenwood/Gardens Youth Prog 142,395 38,500 180,895 92,442 1,039 87.414 17 99361 Pub Hag Drug Elimination 224,904 224,904 215,690 9,214 99363 DUI Equipment Fund 9,000 3,000 12,000 9,553 371 2.076 16 99364 Crime Prevention Program 630 630 556 74 99365 NHTSA School Bus Passing Grant 50,000 50,000 45.819 1.412 2,769 99375 COPS Universal Grant 1,297.524 375,000 1.672,524 881,749 790,775 19 99376 Geographic Info System 0 58 -58 99378 lLEBG Year 2 291 ,970 291,970 291,970 0 99382 HUD Drug EliminlHomer 258,789 258,789 258,789 0 99384 Weed & Seed Enforcement '97 43,494 43,494 43,494 0 99386 COPS Problem Solving Partnership 90,856 90,856 90,726 130 99387 Federal Forfeiture Sharing 67,541 17,046 84,587 52,808 31,779 20 99388 Weed & Seed FY'98 197.897 197.897 197,897 0 99390 Clwr DUI Enforcement '98 131.638 131,638 131,917 -279 99391 Clwr Pedestrian Safety '98 59,799 59,799 53,345 6,454 99392 Weed & Seed Asset Forfeiture 181.560 181,560 107,358 74.202 99393 COPS MORE '98 359,812 359,812 585,704 -225.892 99394 Weed & Seed '99 175.000 175,000 141,084 2,494 31,422 99396 Geographic Info System '98 219,657 219,657 213,247 6,410 99397 Safe Neighborhood - CSF 75,000 75,000 70,713 4,287 99398 local Law Enforcement Block 341,000 501 341,501 342,473 -972 21 43 . . " '. . .' "."" _ 1.1 .of . . t ~:' _, r .: . ,. '..' . .. (.. \ .... J' . ~ .'. ~ . ' .' _ '" .' . CITY OF CLEARWATER SPECIAL PROGRAM STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 1999 - OECEMBER 31,1999 Actual expenditures Budget Revised Projoct Open AvaU&ble Amend Description 10/1/99 Amendmt Budget To Oata Encumbr Balance Status Ref 99399 GIS '98 Enhancement 20,552 20,552 16,441 4,111 99938 Homeless Shelter 381,716 53.830 435,546 435.546 0 22 99947 Safe Neighborhood TV Specialist 83.147 83.147 72.084 11,063 99489 Americops - Project Nucops 143,379 143,379 105,nO 37,609 Sub-Total 9,012,566 1,416,277 10,428,843 7,205,670 641,613 2,581,560 COMMUNITY DEVELOPMENT 99430 Code Enforcement '97 163,733 163,733 156,762 6,971 99431 Economic Development 194,756 194.756 194,756 0 C 99432 Housing Rehabilitation 73,803 73,803 73.803 0 C 99433 Infill Housing '97 561,486 561 ,486 561,486 0 C 99434 Public Facilities '97 291,260 291,260 291,260 0 C 99435 Public Services '97 152,310 152,310 152,310 0 C 99436 Program Administration '97 183,183 183,183 183.183 0 C 99437 Community Services Fd '97 6.300 6,300 6.300 0 C 99439 Property Demolition '97 2.750 2,750 2,750 0 C 99440 Housing Relocation '97 12.444 12,444 12.444 0 C 99441 Rental Housing '97 144.965 144,965 144,965 0 99481 Public Services '95 159,955 159,955 159,955 0 C 99485 Subrecipiant Infill Hsing'95 505,527 505,527 505.527 0 C 99488 Code Enforcement '95 168,166 168,166 168,166 0 C 99490 Code Enforcemont '00 130,940 130,940 130,940 0 C 99491 Economic Development '96 233,936 233,936 233,936 0 C 99492 Housing Rehabilitation '96 102,098 102,098 102,098 0 C 99493 Infill Housing '96 290,716 290.716 290,716 0 C 99494 Public Facilities '96 305,500 305,500 305.500 0 C 99495 Public Services '96 134,189 134,189 134.189 0 C 99496 Program Administration '96 275.072 275,072 275.072 0 99650 Code Enforcement '98 88,354 88,354 88,354 0 99651 Economic Development 35,996 35,996 99,853 -63,857 99652 Housing Rehabilitation 274,259 274,259 -49,157 323,416 99653 Infill Housing '98 199,539 199,539 209.815 -10,276 99654 Public Facilities '98 222,315 222,315 164.574 27,273 30,468 99655 Public Services '98 149,900 149.900 149,999 -99 99656 Program Administration 197,000 197.000 170,438 .26,562 99657 Fair Housing '98 10,000 10,000 10,000 0 C 99658 Rental Housing Dav '98 100,000 100,000 100,000 0 C 99661 Economic Development '99 250,000 -3072 246,929 115,406 197.657 -66,135 29 99662 Housing Rehabilitation '99 43,959 43,959 90,641 -46,682 99663 Home Ownership '99 139,589 139,589 72.650 471,151 -404,212 99664 Public Facilities & Improvements '99 259,059 3072 262,131 167,131 58,216 36,784 30 99665 Public Services '99 149,850 149,850 142,978 6.872 99666 Program Admiistration '99 199,800 199,800 115,434 84,366 99667 Fair Housing '99 12,000 12,000 12,000 2,090 -2,090 99669 Home Ownership Training '99 4,743 4,743 4,743 99671 Economic Daveiopment 2000 275,000 275,000 1.500 190,000 83,500 99672 Housing Rehabilitation 2000 93,725 93,725 93,725 99674 Public Facilities & Improv 2000 270,525 270,525 270,525 0 99675 Public Services 2000 150,750 150,750 10,207 140,543 0 99676 Program Administartion 2000 201,000 201.000 201.000 99677 Fair Housing 2000 14,000 14,000 6,747 87,253 -80,000 99678 Demolition 2000 0 0 2,716 -2,716 7,434,453 0 7.434.453 5,764,688 1,447,424 222,341 ~ .,~', .. '; , " " ~ . , ~ , . ,. " .' . ',: ." I' ( , , cnv OF CLEARWATER SPECIAL PROGRAM STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 1889 - DECEMBER 31, 1999 Actual Expenditures Budg.t Revised Project Open Availabl. Amend DHcrlptJon 10/1/98 Amendmt Budget To Date Encumbr Balanc. Status Ref SOCIAL SERVICES 99538 Affordable Housing Imp Fees 348,404 66.911 415.315 132,235 283,080 23 99557 Code Enforcement-N Gmwd '96 66,532 66,532 66.532 316 -316 . 99559 EEOC Charge Resolution 175,184 49.006 224,190 148,984 75,206 24 99560 HUD Fair Housing Asais 72,440 34,760 107,200 77,911 29,289 25 99561 HUD Computers 10,000 10.000 4.064 5,936 99562 HUD Special Ed Grant 20,000 10.000 30,000 13.304 16,696 26 99563 N County Discrimination '97 305,000 305,000 205,000 100.000 99564 Youth VIP Program 31,250 31,250 24.453 6,797 99565 JWB - Teen Camp 100,000 100,000 35,160 64,840 99598 Challenge Loan Guarantee Fd 11,891 4.136 76,027 76,027 27 99599 Infill Housing Developmt Pgm 445,986 13.627 459,613 209,136 250.477 28 Sub-Total 1,646,687 178,441 1,825,127 916,779 316 908,032 MARINE 99101 Clearwater Beach Nourishment 2,500 2,500 2,500 99104 Sembler Mitigation Project 415.281 23,905 439,186 300 438,886 31 99105 Clean Vessel Grant 35,334 35,334 35,334 0 C 99107 Beach Guard Donations 100 100 100 99108 Patrol Boat lifts 2,676 2,616 2,676 0 C Sub-Total 455,891 23.905 479.796 38,310 0 441,486 MISCELLANEOUS PROGRAMS 99801 Brownfield Remediation 0 300,000 300.000 19.839 280.161 32 99802 Brownfield Revolving Loan 0 0 517 -517 99803 Long Center Sinking Fund 0 60,110 60.110 60.110 33 99804 Vision Fund 0 150,000 150,000 150,000 34 99901 DOT Beautification Courtney Campbell 23,000 23,000 8,330 14,670 99902 Extrication '99 6,117 29 6,146 2,601 3.545 35 99903 FROG Reissue Program 10,108 89 10.197 3,946 6,251 36 99908 Police .. Outside Duty 65,583 43.025 108,608 123.790 -15.182 37 99909 CRA Downtown Beautification 36.965 36.965 36,965 0 C 99910 Library Special Account 227,265 10.1B5 237,450 198,600 3,285 35,565 36 99915 Employee Retirement Fund 2,451.463 2,451,463 2,451,463 0 C 99911 Ervin's Youth Group 441,917 50,000 491,917 491.917 0 39 99918 N Ft Harrison Beautification 4.029 4.029 920 3,109 99919 Waste Tire Grant 210,767 25,009 235,776 194,266 41,510 40 99921 Urban & Comm Forestry Grant 50,100 50,100 50,100 0 C 99922 Adopt-A-Park 5,530 5,530 5.130 400 99925 Peg Access Support 175,000 75,000 250.000 225,000 25,000 41 99926 Street Banner Program 44,000 44,000 40.912 3,088 99928 Nagano Sister City Program 40,329 40.329 40,747 -418 99930 Saturday in the City 8,587 8,587 8,587 0 C 99931 Folk Art Festival 59,705 22.897 82,602 60.635 1,165 20,802 42 99939 Brownfield - Federal 100,000 100.000 88.202 1,200 10,598 99940 N Gmwd Improvement 9,499 9,499 9,499 0 99941 Moccasin Lake Nature Park 80,568 2.309 82,877 74,922 7,955 43 99942 Nagano State Grant 170,244 170,244 170,244 0 C 99944 Visitor's Guide 55,000 55,000 37,687 17,313 99945 MPA Internship Program 59,724 59,724 59,724 0 C 99948 Transforming Government 141,620 8,059 155,680 129,256 26,424 44 99949 Entrepreneurial Development 3,350 3,350 3,350 99950 lOB Fees 54,131 54,131 32,830 21,301 99951 Special Events Pilot Program 47,500 50,000 97,500 53.720 11,850 31,930 45 99952 Union leave Buyouts 996,820 996,820 649,781 347,039 MISCELLANEOUS (continued) 45 . " . t ~ '.' I ., ." '. ~ , CITY OF CLEARWATER SPECIAL PROGRAM STATUS SUMMARY FIRST QUARTER: OCTOBER 1,1QH - DECEMBER 31,1899 Actual expenditures Budget Revl..d Project Open Availabl. Amend Description 10/1/99 Amendmt Budget To Date Encumbr Balance Statui Ref 99953 Lobbyist Services 104,500 104,500 83,624 20,876 99954 501 (C)3 Services 280,650 31,573 312,223 20,762 291,461 46 99958 Hurricane Georges 286,n5 2.6n 289.452 12,680 276,772 47 99959 Safety Village Upgrade 14,785 14,785 14,753 785 -753 99960 NCAA Concerts 305,534 12,500 318,034 262,793 2,490 52,751 48 99961 Year "2000" Fireworks 30,000 30,000 60,000 60,000 0 C 49 99962 Parks & Rec Gift Giving Pgm 465,533 44,678 510,211 492,209 5,543 12,459 50 99963 Economic Development Incentive progr 129,452 1,630 131,082 51,358 79,724 51 99964 Sand Key Beach Vegetation 20,000 -8.558 11,442 11 ,442 0 52 99965 JWB - Martain Luther King 41,250 305 41,555 41,555 0 C 53 99967 JWB - Kings Highway 10.406 -751 9,655 9,655 0 C 54 99969 JWB - Nafl Guard Armory 7,630 .994 6,636 6,636 0 C 55 99970 Tree Replacement Project 195,369 133,996 329,365 161,272 168,093 56 99971 Brownfield Assessment 150,000 150,000 121,674 794 27,532 99972 Brownfield Stabilization 150,000 150,000 33,104 116,896 99973 Brownfield Clean-up 200.000 200.000 35,208 164,792 99974 Brownfield Data Collection and Researc 100.000 100,000 53,122 12.711 34,167 99975 Brownfield - remediation 225,000 5,095 230,095 101,011 124,056 5,028 57 99978 Mainstreet Program 0 10,044 10,044 10,044 58 99979 Historical Facade Program 30.000 988 30,988 1,989 28,999 59 99983 Local Mitigation Strategy 40,000 10,000 50,000 6,919 43,081 60 99984 North Florida FireflQhting 64.193 64,193 35,585 28,608 99987 Countryside Recycling 1,807 1,807 1,807 99989 Media Radios 10,107 10,107 1,842 8,265 99993 Sailing Center Donations 26,215 1,600 27,815 26,159 1,656 61 99995 Water Conservation Devices 100,000 100,000 65,519 34,481 99998 Safety Village 28,036 -a,869 19,167 11,523 7,644 62 0 9,202,162 1,062,626 10,264,789 7,564,355 192,048 2,508,386 TOTAL AU PROJECTS 27,861,349 2,681,249 30,542,598 21,580,254 2,281 ,901 6,680,443 - 46 v.~'" . ~ ..,. t. .', ~ . . . .: " . ~,., . ' . ~ ., . ~ , , . Increase/ IDecrease) Revenues $114,402 Expenditures $114,042 City of Clearwater SPECIAL DEVELOPMENT FUND First Quarter Amendments FY 1999/2000 DescriDtlon Reflects the appropriation of prior year revenues to offset expenditures noted below. The budgeted amendment reflects the return of $8,557.58 of Recreation Facility Impact Fees upon the closing of Special Program project 181-99964, Sand Key Beach Vegetation, the transfer of $50,000 of Special Development Funding to Capital project 315- 92829 for SPJC Field Site Development (approved by the City Commission on 2/17/00), and the transfer of $69,680.58 of Recreation Land Impact Fees and $2,919.40 of Open Space Impact Fees to Capital project 315-93128 for the purchase of property for Ray Green Park Expansion, approved by the City Commission on 11/18/99. 47 j , ,', . ..,' . '.. . .. ' .:~, ' ','. ~ ~ I SPECIAL REVENUE FUNDS First Quarter: October 1. 1999 - December 31, 1999 SPECIAL DEVELOPMENT FUND First Quarter Original Amended Budget Budget 1998/99 1998/99 Amendments Revenues: Ad Valorem Taxes 1,778,000 1,778,000 Infrastructure Tax 7,839,800 7,839,800 Oevelopment Impact Fees 81,600 81,600 Interest Earnings 200,000 200,000 Open Space Fees 62,500 62,500 Recreation Facility Impact Fees 78,000 78,000 Recreation Land Impact Fees 20,800 20,800 Transportation Impact 394,500 394,500 Local Option Gas Tax 907,800 901,800 Appropriation of Prior Year Revenues 367,400 481,802 114,402 11,730,400 11.844.802 114,402 Expenditures: Transfer to Capital Improvement Fund 10,970,400 11,093,000 122,600 Transfer to Special Program Fund -8,558 (8,558) Debt Service. Infra (Penny)Tax Loans 615,000 615,000 Debt Service Payments - Other 145,000 1451000 11,730,400 11.844,442 114,042 SPECIAL PROGRAM FUND Revenues: Intergovernmental: COBG Grani 1,005,000 1,005,000 Home Funds 459,000 459,000 SHIP Funds 733,000 133.000 Interest Earnings 100,000 185,844 85,844 Police Fines and Court Proceeds 0 596,238 596,238 Other Governmental Revenue 0 51,647 57,647 Sales 0 34,136 34,136 Rent 0 54,356 54,356 General Fund Revenue 0 340,110 340,110 Donations 0 180,162 180,762 Grant Proceeds 0 1,289,130 1,289,130 eRA Revenues 0 0 Downtown Oevelopment Board 0 0 Contractual Services 0 43,025 43,025 Miscellaneous Revenue-Nagano Program 3.000 3.000 2,300,000 4,981.249 2,681,249 Expenditures: Public Safety 1,416,271 1,416,217 Community Develop Prog 1,005,000 1,005.000 Social Services 0 178,441 178,441 Marine 0 23,905 23,905 Miscellaneous 0 1,062,626 1,062,626 Home Program 459,000 459,000 SHIP Program 133,000 733,000 Nagano Program 3.000 3,000 2,200.000 4,881,249 2,681,249 48 ~, '. ' , ".) , '.' , ..' ' ( t" ",. " "" ~ ;j ~ '. . ' '.,' , -, ' ! .' .{" l f ~ t City of Clearwater, Florida ADMINISTRATIVE CHANGE ORDERS First Quarter Review FY 1999/00 In accordance with City of Clearwater Code Section 2.564(2). the City Manager may approve and execute change orders without City Commission approval within certain limitations. The following change order have been administratively approved since the last report to the Commission based on the code specified criteria: 1. Increases do not exceed $25.000 over Commission approved amount on a cumulative basis. 2. Change does not change the scope of a project. 3. Price increases do not require additional appropriation to the project. 4. Contract price decreases may be approved without limitation. 5. The time for completion may not be extended by more than thirty (30) days, in anyone change or cumulatively for the sante project. ..*.. 09/17/99 Administrative Change Order No.4 and Final - 1998/99 Sidewalk contract )98- 0065-EN). This change order decreases the contract to adjust for quantities that were actually used to complete the project. Purvis Curbs Corporation -5155,718.24 10/07/99 Administrative Change Order No. I & Final - Allen's Creek Watershed Rehabilitation Project at Hercules Avenue (#97043). This change order decreases the contract to adjust for quantities that were actually used to complete the project. Dolphin Constructors, Ine. -$47,994.01 10/07/99 Administrative Change Order No. 2 & Final - Del Oro Section - East/West Recreation Trail (99-0008-PR). This change order adjusts quantities to reflect those used to complete this project and to add items necessary to finish the project. Purvis Curbs Corporation -$11,965.14 1 ]/08/99 Administrative Change Order No. I - Gateway to Clearwater Beach (98-0170- CM). 'This change order does not change the contract amount. This change order only adjusts the contract dates. David Nelson Construction Company 50.00 11/18/99 Administrative Change Order No. I - Clearwater Beach Family Aquatic Center (99-0060-PF). This change order decreases the contract to reflect value engineering items as well as the reduction in contingency fee. Oakhurst Construction Company -589,088 1/03/00 Administrative Change Order No. 1 and Final - Bayfront Tennis Complex Demolition (99-0004-PR). This change order increases the contract to provide for actual quantities used to complete the project. KJoote Contracting, Ine. 512,717.66 49 City or Clearwater, Florida ADMINISTRATIVE CHANGE ORDERS Fint Quarter Review FY 1999/00 12/15/99 Administrative Change Order No. I & Final - Windward Passage Seawall Repairs (99-00JO-EN). This change order decreases the contract to adjust for quantities used to complete this project and to add items necessary to fmish the project. Inter-Bay Marin~ Construction -S4,700.80 12/22/99 Administrative Change Order No. 1 and Final - Northwood Area Traffic Calming. This change order decreases the contract to adjust for quantities used to complete this project and to add items necessary to fmish the project. Purvis Curbs Corporation -$23,695.00 1/11/00 Administrative Change Order No. 1 & Final - Sand Key Pump Station No. 45 Replacement (98- J 2). This change order decreases the contract to reflect the actual work necessary to complete the project and to compensate for new items of work. All American Concrete, Incorporated -512,797.37 1/13/00 Administrative Change Order No. 2 - Gateway to Clearwater Beach (98-0 J 70- CM). This change order increases the contract to allow for a fmancial incentive to the contractor. David Nelson Construction Com pany $300,000.00 1/18100 Administrative Change Order No.2 & Final- Cherry Ha"is Park (98-0082-PR). This change order decreases the contract to reflect for actual quantities used. MacreConstruction, Inc. -521,703.54 50 , ., ,> {" , . I ",'~' ,I " _ q . ~ ,. ; ,,'''' :'" ~ ,'. . Item #15 ~J9c5 : '.(; '1 .' ,)t~ ,.-. ','~',' 'I":",' l. '. ,.-', ;' ...-, ., ~ '_"',' _,_', ',~"l ,,' ,,' "'" .,.' ,",:,", ",' ~.':~ .'t' .' 1 ,,,w,~ r~ \ 5 ~~;Illarwater ":;;;:)/ '.:-:;:;:,,;:." U Interoffice Correspondence Sheet COPIES TO: COMMISSION To: From: Cc: Re: Date: Mike Roberto, City Manager Mayor Brian J. Aungst ~"",,~;t Honorable Commissioners Roundabout March 1 0, 2000 MAR 1 0 2000 PRESS CLERK I A TIORNEY This is to follow-up on our conversation of Tuesday, March 8th regarding putting the roundabout issue on next Thursday's City Commission Meeting agenda. I would like to discuss what we are doing to address the problems and what recommendations can be made for a permanent solution to make this entranceway as user friendly as possible. My observations are as follows: The circumference appears to be too narrow. There are too many entrance and exit points within a very short distance and right hand turns from the inside lane are extremely hazardous and the major points of conflict. Signage needs to be improved and pedestrian walkways need to be addressed. I have always favored, and will go on record as saying I continue to favor, eventually building a pedestrian overpass to alleviate the danger of folks crossing at the immediate exit points of the roundabout. In addition, if there is a way to do a bypass road from the north to south beach to avoid the roundabout, that should be considered. Some folks who live and do business at the beach have also suggested closing off the one Marina entrance and exit. The final piece that I do agree with is that the fountain is too high and impedes the clear view of cars coming around the corner, which slows the process down. Although I don't profess to be an expert in these matters, it would seem that some of these points just make common sense. I am interested to hear what the rest of the Commission feels about this issue and what we can do to make it function as smoothly as possible with long-terms solutions that can be discussed irnmediately and implemented as soon as possible once the peak season is over. BJA/cb ",~'.' " . ,~. . . ,- , ' . /' .. " " 'I \' .. { . '..'. ' , , · *11\/ ~?1-~ ~\~u ~ Options for Roundabout 16-Mar-00 1 Acknowledge age and experience of drivers 2 Acknowledge that some drivers will not change lanes in roundabout 3 Acknowledge tourist make-up of drivers 4 Better line markings on lanes 5 Build parking garages 6 By pass lanes (north, south, east) 7 Cite jay walkers 8 Cite reckless drivers (cutting in and out) 9 Close Marine entrance from roundabout 10 Close pedestrians walkways close to roundabout 11 Consider alternative designs 12 Create one-way access road from Causeway to North Beach 13 Create one-way access road from North Beach to South Beach 14 Create one-way access road from South Beach to Causeway 15 Cut curbing to allow easier access onlo/exit from roundaboul 16 Dissemination of pamphlels on navigating the roundabout 17 Distribute movie of roundabout to hotels, motels, Chamber of Commerce, etc. 18 Do not build new bridge (would only increase traffic) 19 Emergency vehicles roads 20 Encourage signal usage in roundabout 21 Enforce 15 mph speed limit 22 Enforce traffic laws 23 Enlarge on/off lanes 24 Fountain a distraction 25 Fountain center too big 26 Give and go vs. yield to circle 27 Improve signage for use of roundabout (not simply increase signage) 28 Increase bus service 29 Increase circumference of roundabout for better visibility 30 Increase ferry service 31 Increase number of lanes 32 Increase signage 33 Increase visual distances 34 Increase width of lanes 35 Install pavers in roundabout to slow traffic 36 Install traffic lights at entrances to roundabout 37 Install yield signs for right turns from center lane 38 limit access to beach during peak times (except residents) 39 Limit delivery times 40 Limit number of exits (four recommended) 41 Make Memorial Causeway a toll road (to pay for bridge, ferries and high speed transit) 42 More signage earlier on causeway 43 No change in delivery times 44 Not enough space available for a successful roundabout 45 Open egress and ingress points (too narrow) 46 Paint yield signs in roadway 15 . ',' , '.' . ...., . ~ ' ' .' ." ,~ (. \ ': ,~. ~ 1/ ;-,""'" 1 . 15 47 Placement of a stop sign in lieu of a yield sign at the east entrance of the causeway 48 Placement of trained traffic policeman at roundabout, not Police Service Technicians 49 Prohibit right hand turns from inside lanes 50 Rank: aesthetics, development. pedestrian, traffic flow 51 Record all accidents 52 Redesign fountain for better visibility 53 Reduce number events on beach during peak weekends 54 Reduce number of access points 55 Remove completely and return to basics (remove the monster) 56 Remove pedestrian crosswalks near roundabout 57 Remove the fountain 58 Restrict right lanes to exit only lanes 59 Ribbed paving in roundabout to slow traffic 60 Roundabout not practical at this location 61 Speed bumps in circle to slow traffic 62 Too much emphasis place on beautification rather than safety 63 Too much traffic makes roundabout impractical 64 Use turn signals & install signs to remind drivers 65 Widen alternative roadway on causeway for bus traffic only 66 Widen off ramps I I I I I I I II rr TO POIN~TTIA I FROM TI-lIRP LANE I I I I I I I I I I I I I I I I I I I I I I I I I I I I , . ) (..,', \ " '. ' . . . ' ,I ~ ' . .. , ,. .~. r"., ',' . " TO eauTl-l ee~ - - . .. ...------ L.ANDecAPl~ . \ 1 TO HAI<INA _!,) I I I I I I I I I TO MARINA d) : ---- I ,: ',-e, ,5 . .. MANDAL.A .,.. ~ &C~J=MATIC NOT TO ecALE I. George Kelly Downtown Newsstand 522 Cleveland Street 727.442.5093 www.oeorQekellvs.org See this coming Tuesday's St. Petersburg Times for full details. , f . . ". ',' , .. "~ - ,..' , , " J ~ ., . ~ .' . ' ,\ . " ,,' . .. '" '" " If ,'.' '.~. " 'y . ,~ ,., ,. ' - 0 > ... o Interoffice Correspondence Sheet To: Mayor and Commissioners From: Cyndie Goudeau, City Clerk CC: Michael J. Roberto, City Manager Date: March 16, 2000 RE: Item #16 - Agreement with Public Enterprise Group Item #16 on tonight's agenda, Approval of an agreement with Public Enterprise Group is being pulled. Y" . ~.:r~:"'/~J' '..~~,;, :"~f~ ~ ....j. {.. ~:.S.~ .. .~~. J- 'J~ "~....' ':':' -: ~,: > -,',' '~.~: ~,-;> . :~. ,~, ': '" . ,'. ~,J. ",:: ,,\,,".: ': ~. :--:' ::i:1~ ;",. l' ~:, iJ ;. 'r' :~~~ :'. .~'": '-: ':~ \ t.,. ...~..;:.:" ~ -~/ ,~-. F~~~;.t~1 ',: > ~:'~.. ~ :;: ;~, ~,~~, .;:: :,:.:..~ : '~. ~~~~".',;' .i" :'< ",'~',:' .:' :';; ~ ~" :~:" I,'. ~;''':'I:' 'II. \ ,.h : ,~... ,,"~ SFS~ Clearwater City Commission Agenda Cover Memorandum Worksession Item #: Fina/Agenda Itf'm # J0 Meeting Date: 3/16/2000 SUBJECT/RECOMMENDA liON: Approve a contract with Public Enterprise Group to act as Clearwater's agent in negotiating corporate partnerships for an amount not to exceed $40,000 ~ and that the appropriate officials be authorized to execute same. SUMMARY: After evaluating the three proposals received in response to the Public/Private Palinership RFQ, the Selection Committee recommends the Public Enterprise Group (PEG) as the most qualified firm to act as Clearwater's agent in negotiating corporate partnerships. · The intent of this initiative is to identify and negotiate agreements with appropriate corporate partners matching their needs with opportunities to improve our quality of life. PEG will solicit and negotiate with these corporations seeking to maximize resources (both cash and in-kind) to our community without increasing our citizens tax burden. In return we will offer corporations a package of partnership benefits that will provide them exclusive vending and marketing rights to municipal properties. e Experience with two cities similar to Clearwater, Huntington Beach, CA and Garden Grove, CA have yielded revenues to the city of $6 million and $1.6 million respectively over a 10 year agreement. e The City will pay PEG $30,000 in advance on future commissions at the rate of $5,000 upon execution and $5,000 every 30 days thereafter. Additionally I the City will reimburse PEG for travel, entertainment and collateral marketing up to $10,000. o The contract is structured so that PEG will receive a commission on revenue generated to the City of 12% for cash revenue and 5% for non-cash revenue. This will be paid for the life of each agreement. o The consultant will submit for the City's approval a list of business entities that could potentially become partners. · The consultant will submit for approval marketing plans for each partnership package. All potential advertisements or property uses will be approved in advance by the City. · Each partnership agreement will be presented to the City Commission for approval. The City retains complete discretion to disapprove any agreement regardless of whether the City had previously approved the marketing plan. · The City shall have no obligation, under any circumstances, to pay consultant commissions for denial of any proposed partnership agreement. . This has been coordinated with Parks & Recreation, Marine, Finance and General Support Services. . A mid-year budget amendment will establish a project (181-99805) entitled Public/Private Partnerships in the amount of 40,000 by a transfer from the Vision Fund project (181-99804) to fund this contract. Reviewed by: Legal ~ Budget Purchasing NfA Risk Mgmt N/A Info Srvc Public Works DCMI ACM Other N/A N/A Originati Strategies User Dept.: N/A Costs Total 40,000 Attachments Funding Source: Current FY 40,000 CI OP Other X Submitted by: City Manager Printed on recycled paper None Appropriation Code: 181-99805 . I '_ ':" \). . t" . , . . :, ' . ~ '. - ~ "Clearwater - o Interoffice Correspondence Sheet To: Mayor and Commissioners from: Cyndie Goudeau, City Clerk cc: Michael J. Roberto, City manger Date: March 16, 2000 RE: Additional Follow up from 3/13/2000 Work Session Item #16 - Agreement with PEG - there are 12 vending machines in park facilities the revenue generated is as follows: FY2000 $3,115 (5 months) FY 1 999 $9,251 FY 1998 $9,575 FY 1997 $9,037 FY 1996 $8,405 FY 1995 $8, 184 , ~ '. ( \ , , . . .'. I' ~ . . , tJ . - . ~ " .' - . CONSULTANT SERVICES AGREEMENT This Agreement is made this day of 2000, by and between the City of Clearwater, Post Office Box 4748, Clearwater, Florida 33758- 4748 (hereinafter referred to as "City"), and the Public Enterprise Group, a limited partnership, 18685 Main Street, Suite A #630, Huntington Beach, California 92648 (hereinafter referred to as "Consultant"). RECITALS: Whereas, City desires to retain the Consultant for the purpose of developing public-private partnerships with private corporations and other entities and persons, and Whereas, Consultant possesses unique skills in bringing together public entities and private entities in new and creative ways mutually benefiting both parties, NOW THEREFORE BE IT RESOLVED BETWEEN THE CITY AND CONSULTANT AS FOLLOWS: Section 1. Consultant's Scope of Work. Consultant agrees to promote those consulting services as described in Exhibit "A" as follows: (a) Phased Work. Consultant is hereby retained by City to engage in negotiations for the purpose of procuring the establishment of corporate partnership agreements between City and private entities in accordance with the following phased scope of work. PHASE I Develop a list of business entities that potentially could become corporate partners. The list shall be presented to an assigned department official for approval. PHASE II Once an assigned department official approves the list of acceptable businesses, Consultant shall develop a package of partnership and/or associated advertising and sponsorship benefits that could be offered to each identified business entity. An assigned department official shall approve each such package. PHASE III Then develop a Marketing Plan for each partnership package, describing the types of advertisements that the City may be willing to accept. The Marketing Plan may include brochures, presentations, models, and site visits. The Plan shall be presented to an assigned department official for final plan approval. " I '. . t, ,., .' ~ , " , , ' ":,' , ~ . . I" . , - ' .' ,..". .' - -' , . / ,\ . '." - ' . :. : " ,'" PHASE IV Consultant shall then market the Marketing Plan to City-approved businesses within the timelines mutually agreed to by Consultant and City. PHASE V Consultant shall negotiate a partnership agreement with one or more business entities. Consultant shall obtain letters of intent from each business entity indicating the entity's willingness to enter into a partnership agreement with the City. This letter shall be referred to the City Attorney for development of a formal City agreement. The agreement shall be presented to the City for final approval. PHASE VI The City retains the complete discretion to disapprove any agreement, regardless of whether the City had previously approved the Marketing plan. Therefore, City shall have no obligation under any circumstances to pay Consultant commissions for denial of any proposed partnership agreement. (b) Additional Consultant Duties and Obligations. Consultant shall: (1) Exercise his best efforts. using his skill, experience, and knowledge to the best of his professional ability in providing the services required under this Agreement; (2) Inform City of any fact or occurrence that affects City interests, and disclose to City any personal, business, or financial interest (including but not limited to any ownership interest in, representation of, or employment by any person or firm providing any product or service that competes with any product or service provided by City that may actually or potentially impair or otherwise affect Consultant's ability to represent City's interests to the maximum extent contemplated by this Agreement. (3) Not serve any of City's competitors with respect to any of the business entities with whom the City is seeking a partnership agreement, without prior disclosure to, and specific written approval by, City. Section 2. Exclusivity. Consultant shall have the exclusive right for acquiring partnerships pursuant to the scope of work as identified in this Agreement so long as this Agreement shall remain in full force and effect. 2 . ~ '. .'. '.:. '. 1 , ," , .. . ~ ." . r"'f . " " . ',~ . Section 3. Compensation. (a) Commission Formula. As agent for the City, Consultant shall receive a twelve (12) percent commission on total gross revenues generated by the partnership agreement with each and every corporation solicited by Consultant that is formally approved by the City. It is understood that this commission shall be paid out over the life of the respective partnership agreements, with the first installment to be paid within thirty (30) days following City's receipt of revenues from corporate partnership agreement. The packaging and pricing of partnership agreements may be changed by City at its discretion from time to time, and Consultant shall not receive any increased commission as a result of such change unless Consultant negotiated the change. If City's revenues from a partnership agreement are reduced, then the commissions due shall be reduced accordingly. Commissions shall only be made from total gross revenues and by a project-by-project cash accounting basis. City shall pay commissions on benefits received pursuant to a partnership agreement where the benefits are of a non-cash nature, including but not limited to provision of property or services to the City, at a rate of 5% of the identified value of the services. City shall pay Consultant a fully recoverable draw against future commissions for each and every consecutive partnership relationship that Consultant pursues on behalf of the City. Draws are payable as follows: five thousand dollars ($5,OOO) upon execution of this Agreement, and five (5) additional five thousand ($5,000) draws due upon 30 days, 60 days, 90 days, '120 days and 150 days following the execution of this Agreement. The tota! draw shall be thirty thousand dollars ($30,OOO). City shall reimburse Consultant's expenses for travel, entertainment, and collateral marketing materials, not to exceed ten thousand dollars ($10,000). City shall reimburse Consultant within 30 days of receipt of the Consultant's invoice for any collateral, merchandising, promotional or publicity materials that the Consultant is authorized to purchase for the City or its staff. Section 4. TenT}. This Agreement shall remain in full force and effect until terminated pursuant to the termination provisions of this Agreement. Section 5. Independent Contractor. It is agreed that the Consultant shall act and be an independent contractor and not, an employee of City. Consultant, therefore, shall not receive any salary, bonuses, or employment benefits from City. Section 6. Subcontractinq and Assignments. The experience, knowledge, capability and reputation of Consultant, its principals and employees within the range of work identified in this Agreement is a substantial inducement for City to enter into this Agreement. Accordingly, Consultant, and in particular Don Schulte of the firm, is expected to perform the scope of work described in 3 ':: this Agreement. and further that Consultant shall not contract with any other person, party, firm, or other entity, or assign work to any subordinate to perform the work without prior written approval of City. Section 7. Indemnity. Consultant shall save and defend City, its elected and appointed officials, and employees, harmless from any and all claims, liabilities, and judgements, including attorney's fees, for damages to any person or property, arising solely out of the intentional or negligent acts of Consultant in the performance of its rights and obligations under this agreement. Section 8. Termination. This Agreement may be terminated without cause by either party by giving the other party 10 days advance written notice of termination. In the event of termination within 90 days from date of execution of this Agreement, Consultant shall be entitled to retain the advance draw provided to Consultant for month during which the notice of termination is given to Consultant. In the event of termination by City, and a partnership agreement is in place, or is executed within 180 days after termination of this Agreement, and Consultant has played a significant role in consummating the partnership agreement as determined by the City, then Consultant shall be eligible for the commission as set forth in Section 2 of the Agreement. Section 9. Dispute Resolution. In the event of a dispute between the parties, the parties shall first meet and confer within a period of 90 days to resolve the matter. Section 10. Notices. All notices pertaining to the Agreement shall be in writing and shall be transmitted either by personal hand delivery or through the facilities of the U.S. Postal Service. For City: For Consultant: Mr. Garry Brumback City of Clearwater 112 S. Osceola Avenue Clearwater, FL 33756 Mr. Don Schulte Public Enterprise Group 18685 Main St. (Suite A #630) Huntington Beach, CA 92648 Section 11. Entire Agreement. This Agreement comprises the entire agreement of and between the parties with respect to the subject matter hereof. This Agreement may be amended or supplemented only by written agreement of City and Consultant. 4 '1i4 Signature Page for Consultant Se/Vices Agreement between the City of Clearwater and Public Enterprise Group. PUBLIC ENTERPRISE GROUP, A limited partnership By: Name: Title: Countersigned: CITY OF CLEARWATER, FLORIDA By: Brian J. Aungst Mayor-Commissioner Michael J. Roberto City Manager Approved as to form: Attest: John Carassas Assistant City Attorney Cynthia E. Goudeau City Clerk 5 '.,. .\ ~, . :...".... ~..,:.."'~:,: '; .... /. _..f.~ :'1' ,,- .< "'~;.'-'< ",f. I, '. ;:.... ".'; ~,'fl- _" {'".'>->'.," 1.f'~' ~.'~' ~ d:'ll... ~"._" _ ' . ','P' \..~,.. :~""'",.~;&. 1. Background & Qualifications The Public Enterprise Group Mr. Don Schulte President 18685 Main Street ste. A #630 Huntington Beach, CA 92648 714.374.3330 714.374.3332 fax pubenterprise@msn.com The PUBUC ENTERPRlSE GROUP, or simply PUBUC ENTERPRISE, is a privately owned partnership formed with the primary mission of creating mutually beneficial business arrangements between American corporations and American municipalities. PUBLIC ENTERPRISE (formerly Schulte Sports Enterprises) is based in Southern California, and uses the marketing resources of its owners and network of associates to arrange profitable marketing relationships for corporate America. The accomplishments of PUBUC ENTERPRISE's partners and associates range from national marketing campaigns to local programs, most of which successfully involve Fortune 500 company sponsors and partners. Key Individuals Our staff includes distinguished and broadly experienced senior executive, marketing, media, advertising and sales professionals. We will provide the City of Clearwater the benefit of the same skills and corporate relationships that made us so effective for the cities of Huntington Beach and Garden Grove, and that made the World Cup such a tremendous success. Biographies of key individuals follow: Donald R. Schulte: President Don Schulte is President and a Senior Partner of Public Enterprise Group. He has 20 years of experience in sales and marketing. Following his graduation from the University of South Florida, he began his career in with the Tampa Bay Rowdies Major League soccer team. During the '80s, he served as Marketing Director for eight Asia-Pacific region countries including China and Australia. He later served as Director of Marketing for Pepsico{faco-Bell. In 1990 he joined World Cup USA as Director of Marketing and Sales. In that capacity he developed and sold sponsorships and premier ticket packages to major corporations in the United States, Europe and South America. Following World Cup '94 Don worked with two premier sports and marketing agencies: Eagle International Group and Hunt Sports Enterprises. While with these groups, Dan's focus was on developing corporate partnerships and sponsorships with events such as Pacific Bell Park, Ryder Cup (Spain), Las Vegas Domed Stadium, Summer Olympics (Atlanta), NCAA Bowl Coalition, Hyundai Motor Goif Classic, 1998 Senior Open (Riviera CC), Super Bowl (1997, 1998, 1999), Kansas City Wizards (consulting), and the World Volleyball Grand Prix (Asia). Don Schulte will be primary contact with the City of Clearwater. John A. Scott Chief Executive Officer John has been President of three publicly traded, effectively developing and implementing growth and turnaround strategies in an extremely competitive environment. Prior to Presidencies at Champions Sports, Inc., Homestyle Family Buffet and PoFolks, Inc., he served as Executive Vice President of Pizza Time Theatre/Chuck E. Cheese, where he assisted in taking the company public and raising over $100 Million in public equity and debt offerings. During John's tenure at Pizza lime Theatre/Chuck E. Cheese, where he was responsible for company operations, franchising, marketing, training and real estate, the company grew from 16 to over 250 locations. EXHIBIT "A" Page 1 of 10 During his tenure at Wendy's International, the company grew from 120 restaurants to 2300 opening over 1000 restaurants in a 100 week period in 1977-1978; an industry record. John's global vision and developmental abilities span both large and small companies. He has the knack of selecting the right resources and integrating them into effective plans of action. John has the credibility of outstanding careers in high profile positions where success and failure are quite visible. John's contacts and associations in the industry are impeccable. In his career, he has been involved in the development of over 3,000 new chain restaurant locations. Most recently, John served as Senior Vice President of Franchising at long John Silver's, Inc. and was a member of the Chief Executive Officers Staff. John is also associated with the Gatton School of Business at the University of Kentucky where he is an adjunct professor. As such, he developed and taught a course in Franchising and Entrepreneurial Studies. John is a graduate of the University of Notre Dame and attended Golden Gate School of Law. John also held the rank of Captain in the United States Air Force. Judith Anderson: L-'lce President and Director of Communications Judy Anderson is a Majority Owner and Officer of Public Enterprise Group. A graduate of the University of California at Berkeley, she did post-graduate work at Arizona State University in Corporate Fitness and Sports Management. She has 15 years of marketing and public relations experience. She gained her initial experience in sales working for Amfac Hotels and Clarion Hotels. Today Judy is an internationally acclaimed professional speaker, having worked in corporate communications for such Fortune 500 companies as Hewlett Packard, Dell Computer, lucent Technologies and United Airlines. Her international experience includes work for Canon USA, Sanyo, and Nissan. She has appeared as a Corporate spokesperson on The Today Show, Good Morning America, Evening Magazine, and many other venues. Judy has been instrumental in the development of collateral marketing materials for such companies as Pacific Bell, B. Braun/McGaw, the Vantive Corporation, as well as the Cities of Huntington Beach and Garden Grove. Patrick Saign,' It'lce President Account SelVices Pat has extensive experience in marketing, sales, and business development within the sports, franchise, and consumer product industries. His unique ability to design creative marketing, promotional and competitive strategies for clients has won him national acclaim within these industries. In 1998 Pat created a series of events for Stanford University and the University of California for the lOOth Big Game Celebration, generating over $1.5 million from corporate sponsors and selling out the game at 85,000, six weeks before the event. For On Command Corporation, Pat created a new advertising medium selling ad time on movies and the internet in the company's 1,000,000 hotel rooms - projected 1998 revenue is $5 million. In 1994 he was responsible for the sales of over $2.4 million ticket packages for the World Cup '94. Pat also sold and managed a $3 million marketing program for Brahma Beer of Brazil at World Cup '94. He designed an interactive Marketing Plan for the new attraction in 1995 in South Bend, IN. for the College Football Hall of Fame. Pat developed and sold over $500,000 of San Francisco Giants and Oakland A's logo'd peanuts, for Peanuts Plus, a licensee of Major League Baseball. He served as VP, Marketing for Chuck E. Cheese's Pizza Time Theatre, directing the chain's growth from 2 stores and $3 million in sales in 1979 to 300 stores with sales of $255 million. He had previously helped increase Boise Cascade's Realty Group business by 420%. Page 2 of 10 lit \o-.,j ,;#. ...,...~' ~ k... >1.:"\ ,. '~~':\:. ".' __' _/._ ,.: '.~.., .....'~",...',' _,0,' .....,..... "".~: . '~"," ~'" ..._' ,\Io',~, . ~', ~, Michael Riley: Senior Marketing Staff Mike Rileis thirty year marketing career has included service as a senior marketing executive and corporate officer or Partner for leading advertising agencies in Chicago, San Francisco, and Los Angeles. He has helped to prepare and execute marketing, sales and advertising plans for a host of distinguished clients, including World Cup '94, Procter & Gamble, Coca-Cola, Do:e Foods, RJR, Miles Labs, Kimberly Clark, CNA Insurance, Bank of America, Blue Cross, and many others. Mike has also served as President or Marketing Director of several established as well as successful start-up companies, selling products and services ranging from high-end audio to medical devices. As President of William & Scott, he helped build the Company's Rhino Chasers into the fastest growing contract beer brand in the U.S. Mike now is the Managing Editor of Practice Builders' (Irvine, California) best-selling line of marketing newsletters for professionals. He holds undergraduate and graduate degrees in Marketing/Advertising from Northwestern University, and is a Vietnam era US Army veteran. Francis J. McDonald; Senior Marketing Staff Fran is a multi-faceted leader with a history of progressively responsible management, leadership and marketing assignments in the foodservice industry. With a background in operations and product development, he has learned first-hand what people like and dislike about their dining experience and has applied that knowledge to the marketing discipline. His experience includes 20 years with Friendly's Restaurants, serving as General Manager, District Manager and Marketing Manager as well as Director of Research and Development. During his tenure at Friendly's, he pioneered many of the evolutionary changes that provided the foundation for transitioning to a contemporary restaurant concept. He was responsible for developing new retail concepts in bakery and snack categories working in concert with parent company, Hershey Foods. Additionally, Fran has served as Vice President Operations Services and Marketing at Homestyle Family Buffet, where again, he was responsible for entering new retail categories, broadening appeal to new consumer groups. As Vice President of Marketing at Kenny Rogers Roasters, Fran lead the effort to firmly position the company as a no-compromise home meal alternative to pizza and Chinese food. Currently Fran is Principal of KMH Partners, fOCUSing on strategic, marketing and advertising consulting to foodservice industry clients. Fran is a graduate of Providence College 2. Experience in Developing Public-Private Partnerships PUBUC ENTERPRISE enjoys a unique advantage in its knowledge of the values which corporations place on promising municipal proposals. We recently were responsible for obtaining signed agreements with both the Coca-Cola Co. and the Pepsi Cola Bottling Co. respectively on behalf of two Southern California municipalities, Huntington Beach and Garden Grove, demonstrating our skill in facilitating relationships between the private and public sectors. PUBUC ENTERPRISE is currently under contract with several municipalities to procure customized partnerships and generate revenue through non-traditional methods. Since our inception, we have been working with several blue chip corporations who have the capability and are eager to fund partnership agreements with cities such as Clearwater. PUBLIC ENTERPRISE has invested years in developing the PUBUC ENTERPRISE concept of municipal marketing with city staffs not unlike your own. Our unique knowledge of the value of these relationships to corporations allows us to quickly develop and target a package of corporate benefits and revenue possibilities that capture the imagination and commitment of marketers. Our performance has repeatedly demonstrated our ability to work in an acceptable time frame. Page 3 of 10 ,'~ I' . "t" :. ,~;~',~' ~.I" '. " " ~f. '. ~.': , .., ....,'- " ;t..........~.,,~..: f~" .'..,' ; :.f ~',~' . ...:- \' '..' ~ ~ I, . ". ' 'j' The senior partners of PUBliC ENTERPRISE have personally assisted clients in raising funds and otherwise financing their sports businesses and enterprises, helped corporations to set up and run their sports divisions, and helped them to plan their future actions and manage the implementation of those plans. Due to the increasing costs and decreasing returns of many of these arrangements, many of these same clients are expressing increasing interest in our ability to involve them in sponsorship partnerships with municipalities from coast to coast. 3. Comparable and Relevant Corporate/Municipal Partnerships Two notable and recent examples of our success are presented in the following table. Huntington Beach and Garden Grove had retained PEG, while the city of Sacramento utilized one fth fi' n . <<'" :t' .' ." " " I ~'I"VII '" -I, \,:" >>...... ~ I' "L\' ..; f",." .'.' b \. .':. '~... . >.: '. .,'....' 'CIty, .. ',>", ,,', " 1996 """/')" ./US:' ,.... '.. .;.. 'Tol:al Partner .::..... ',' '., Vo' ',:'.. . ':$,per ';, :..: . :'.:,'~.I:~J," -,-:1." ..:....'~.:~>>',' ""i'. .II".'~ ~,'\'I'i.~J~''!f'\''~':''':I'-t.'''.~_'' '.~"'\"'';'.. ',.., :...~' ~ .,"~-";' .f., \..':'. '......,.' ~ . ~~, " .;:: ". :..:.... ~.; .~'~.Lc ',}~' :t.:J~o.ppli1t.o~~~,:\ "~~I'!~' "~'I :..1'<- ' . ~()ff1!11.~t~~nt.' ~ '.:". ; ;: :~In~.~ '.; .;".:,: ,<;:a.p~.t~.:, , .' ;. ~ '. ' . .~,~,. :.~'.:'I'; ; ~~~ ~.:..~ .': ....~ ,', f .~ ~::. 'I" ~:-' '~'~,' ~,)~;: : 4 ~. .~.~ ; ,'.\'0:." ':", ~~ ~~}:~ ~ '1" .~' . . 'f' :;;., " ,.1 '~.:'t...~, ~'~ :: ~:' ,-:~\.!" . "-'6 \~i nd4(A ~. .. .~'I . ~~', ,.., ~,:~" : . ~~.: Huntington Beach Garden Grove 190,751 91 $6,000,000 500/0 $31.45 149,208 121 $1,625,000 ? $10.89 Sacramento* 376 243 42 1 500 000 *Negotiated by a competing firm, only $3.48 per capita was realized. ? 3.98 Though municipal partnering is a relatively new concept with few signed contracts in which to compare and contrast, we feel the above table clearly illustrates the importance of experienced and competent negotiation when discussing long-term agreements. PEG has precipitated mutually beneficial collaboration between corporations and cities to the extent that both work responsibly and creatively to solve problems and surface the means and direction to improve governments' service to its constituency. The following table represents magnitude of sponsorships and partnerships negotiated for a varie of clients related to the otential assi nment on behalf of Clearwater. World Cup Soccer 1994 . · $14.7MM · $7.5MM · $70MM . . Pac Bell Park Ci of Garden Grove Ci of Huntin ton Beach USGA Senior Open at Riveria Count Club R der Cu 1997 S ain Hyundai Motor Golf Classic 65-70MM 1.62SMM 6.0MM $3.0MM 2.0MM $2.6MM 4. Relationship with Major Corporations Our abilities are based upon identifying appropriate corporate partners and matching their needs with opportunities to improve civic life. PEG will solicit and negotiate with these corporations through proactively developing marketing plans to sell these companies' products in ways that will enrich the community in such areas as municipal parks and recreation, events, programs, and other city activities that are too often in desperate need of more funding, without burdensome taxation. Page 4 of 10 fl',., .,... "~.,I. ~ . ':.' ":,, .;,~ 'l"~' ~~. I ~ ') ... I . '.:, '. '~.' : '.' ~ ,_T:~T('.",J,',. ':.,.t . ," " ~ .'," '," ,- ,:,1 "",:.- ,j, ';;,' Throughout the collective careers of our officers, directors and staff members, we have negotiated extensive partnership alliances with the country's megabrands. Our activities with corporate marketers extend beyond municipal partnerships to sports and entertainment venues to negotiating cash and in-kind services for large national and multi-regional chain restaurant organizations. 5. Compensation As an agent for the City of Clearwater (Client), PUBLIC ENTERPRISE GROUP shall receive a twelve percent (120/0) commission on total gross revenues generated by the partnership agreement with each and every corporation solicited by agency that is formally approved by the City of Clearwater. It is understood that this commission shall be paid out over the life of the respective partnership agreements, with the first installment to be paid within thirty (30) days following Client's receipt of revenues from corporate partnership agreement. The packaging and pricing of partnership agreements may be changed by Client in its discretion from time to time, and agency shall not receive any increased commission as a result of such change unless agency negotiated the change. If Client's revenues from a partnership agreement are reduced, then the commissions due shall be reduced accordingly. Commissions shall only be paid from total gross revenues and by a project-by-project cash accounting basis. Client shall pay commissions on benefits received pursuant to a partnership agreement where the benefits are of a non-cash nature, including but not limited to provision of property or services to the Client, at the rate of 5% of the identified value of the services. Client shall pay agent a fully recoverable draw against future commissions for each and every consecutive partnership relationship that agent pursues on behalf of Client. Draws are payable as follows: five thousand dollars ($5000) upon execution of this agreement, and five (5) additional five thousand dollar draws due upon 30 days, 60 days, 90 days, 120 days and 150 days following the execution of this agreement. The total draw shall be thirty thousand dollars ($30,000). Client shall reimburse agency's expenses for travel, entertainment, and collateral marketing materials, not to exceed ten thousand dollars ($10,000). Client shall reimburse agency within 30 days of receipt of the agent's invoice for any collateral, merchandising, promotional or publicity materials that the agency is authorized to purchase for the Client or for its staff. 6. Strategies PEG would work closely with the Staff to insure productive communications, and to assure all parties aid in the fulfillment of agreed-on objectives: A. Analysis: We will develop our own market analysis using proprietary research and secondary source data to identify target prospects and priorities. B. Planning: We will then develop comprehensive sales and marketing plan, assigning specific timetables and responsibilities for contacts with each prospect. C. Packaging The Offer: Prior to contact, we will develop a series of Corporate Partnership packages reflecting an agreed-on price/value and civic strategy: . Develop various partnership packages that allow a corporation to select that level of involvement which will best meet its needs, and budget . Develop rights and benefits packages that will all serve as valuable tools for corporate, brand, product and service marketing plans . Create secondary or peripheral packages for additional revenue generating opportunities for community projects and events 9 Be selective so as to assure approval of sponsorship partners that will be commercially suited to the City of Clearwater. Page 5 of 10 . ....., I ' . " . . . '. .1 t,.. '''''' " . f. . '(f , D. Merchandising The Opportunity: We will commission and develop collateral materials appropriate to appeal to our corporate prospects. These may include a Website, multimedia presentations, videos, brochures and flyers, much as we have developed for Huntington Beach and others. E. Initiating Sales: We will contact, entice, and encourage major firms to compete aggressively in bidding against their leading business rivals for the rights to an exclusive partnership contract term with RSCVA. F. Good Shepherds: We will employ our proven process, regular progress reports, and clear, regular, and dependable communications to insure acceptance from the City Council to taxpayers to local and national media G. Generate Publicity: We will use news releases and press conferences to generate favorable publicity when contracts with major clients are approved by the City. H. Building Momentum. We'll use new partnership contracts with the City to increase the sense of urgency of other prospective partners to negotiate contracts of their own. 1. Services and Timing PHASE 1: To 30 days out List of Opportunities · Develop a list of business opportunities via partnerships and sponsorships that may warrant private funding. Develop a list of business entities that potentially could become corporate partners. Both lists shall be presented to an assigned department official for approval. · Send existing corporate contacts PEG press release to announce our representation of the city for purposes of municipal marketing. Site Visitation · Staff will personally inspect and evaluate all properties listed as well as undertaking a search for unique marketing opportunities throughout the city. Staff/Council/Department Interviews · Meet with representatives of Clearwater government and work one on one to gain better understanding of respective departments. PHASE II: To 60 days out Bundling City Assets · The discovery stage begins with an interactive 'brainstorming session' with key city employees that both maximizes marketing opportunities and creates a better understanding and ownership relationship with designated city officials and merchants. · Gather and summarize 'brainstorming session' information for upcoming marketing plan. · Send results of 'brainstorming session'to participants as well as key officials in order to develop and sustain project momentum. Finalize Research and Analysis Phase · Document findings and prepare for product packaging. PHASE III: To 90 days out Planning · A marketing plan will be developed for each business opportunity describing the types of marketing applications that the City may be willing to accept. The marketing plan may include brochures, presentations, models, and site visits. The plan shall be presented to an assigned department official for final plan approval. · Tne approved, finalized marketing plan will be distributed to our initial 'top 100' corporate partnering prospects. Page 6 of 10 ... '.' .' .'. .' ". ,'. . ' . . . .' ," \ ' PHASE IV: To 120 days out Partnership Sales · After deciding with City officials on an appropriate partnership category, gear research toward qualified candidates for corporate partnering program. Review and approve candidates with City officials. Meet and present to qualified companies. Site Visitations and Consulting · Each interviewed partnering prospect will need to be escorted throughout key venues and facilities for site inspection. Management of RFQ Process · Develop customized RFQ for prospects allowing them to select opportunities that meet their . marketing needs. Then PEG reviews with City officials in order to determine the ability to deliver requests. Presentations to City Council and Staff · Organize and manage presentation of RFQ by candidates. Arrange for 3-hour meetings per candidate. PHASE V: To 180 days out Negotiation · Consultant will manage all phases of negotiation with one or more business entities. Consultant shall obtain and evaluate letters of intent from each business entity indicating the entity's willingness to enter into a partnership agreement with the City · This letter shall be referred to the City Attorney for development of a formal City agreement. The agreement shall be presented to the City Council for final approval. 8. Clearwater: Potential and Positioning In considering the City of Clearwater as an appropriate and attractive municipal partner for corporate marketers, it will be important to position the city as unique relative to many other jurisdictions. Our preliminary assessment of the principal points of difference lie in its fortunate geography that combines a rather large metropolitan area with a natural destination point for millions of tourists from around the world. Several possible assets can be bundled and positioned very favorably with potential corporate marketers: By way of limited example: (Our process will create a very comprehensive catalogue of Clearwater's strengths and assets) . Clearvvater Beach, The Pier and their proximity to Sand Key, Caladesi and Honeymoon Islands, . A thriving Marina District and the Intracoastal Waterway. . The Pinellas Trail and its potential for strong attraction with lifestyle and recreational marketers. . An active film commission, successful in attracting major motion pictures such as Lethal Weapon 3. . The cross-generational appeal of the Phillies' Major League Baseball spring training facilities and Jack Russell Stadium. . The Clearwater Phillies minor league team with its strong family draw. . Cultural attractions such as The Clearwater Jazz Festival. . Powerful attraction of Clearwater's businesses from other parts of Pinellas County. . Proximity to St. Petersburg, the City of Tampa as well as the residents of Hillsborough County as a source of exposllre and volume. 9. Public Enterprise and The City of Clearwater Relative to other organizations that propose similar services, PEG has defined itself as an agent of service to both municipal and corporate entities, going far beyond the obvious and superficial. We choose to create long-lasting improvements that enhance quality of life as opposed to simply negotiating a "cash for signage" arrangement. Although corporate awareness and exposure areean essential element of the process, we are finding that in-kind return of service not only Page 7 of 10 ~ ~ . . . p,. , ' : .'. , ~.' ' \ . , . " to ~ provides the corporation with the desired awareness, but also creates goodwill, or a corporate halo through improving quality of life. We understand the issues that make for successful partnerships. Simply, both entities must receive benefit for a healthy and productive relationship to flourish. We believe The City of Clearwater should select the Public Enterprise Group as its exclusive agent for the solicitation of Corporate Marketing Partners, because PEG offers the City several unique benefits: A. THE BEST RECORD: PUBUC ENTERPRISE has selVed as agent for clients on a local, national and international basis. We have helped arrange corporate sponsorship contracts and sponsorship sales, as well as used other methods to Improve the rewards to facilities, sponsors, attendees and events. We were recently so effective in helping Huntington Beach to arrange an innovative contract with Coca-Cola, it attracted national media attention. B. NEGOTIATING SKILL: PUBUC ENTERPRISE has demonstrated a superior ability to negotiate rewarding sponsorship contracts for its clients. Our network's skills and professional capabilities include: · Networking through corporations in many different industries and categories with contacts at the senior management level along with marketing and public relations functional leadership. · The ability to understand, interpret and apply corporate objectives to the needs of municipalities. · Publicity, public relations, and promotion planning and execution skills · Development of partnership legal contract examples and drafts · The in-house capability to plan, write, design, and execute the development of print and even video collateral materials, all at a high level of professional polish. Our staff includes advertising agency professionals, with complete desktop publishing systems and even off- and on-line video capture and editing equipment. · The in-house capability to develop compelling sales aids, such as prospect- and client-centered PowerPoint multimedia presentations. · In-house Website and CD-ROM multimedia planning and execution capabilities. · Management of special events, shows, and distribution systems · Generation of tailored, category-specific RFQ proposals · Experience with policy and procedures publications and presentations Page 8 of 10 . .; 10. References Our experience with other municipalities is reflected in the caliber of our references, and in the ex lanations that follow them: Ron Hagan/Dave Garofalo City of Huntington Beach 2000 Main Street Huntington Beach, CA 92648 (714) 536-5291 11. Conflict of Interest The Public Enterprise Group has no current relationship with the City of Clearwater or any of its public officials. Joe Carrol Pacific Bell 2410 Camino Ramon, Rm. 3301-1 San Ramon, CA 94583 (925) 358-8114 Marie Knight City of Garden Grove 11222 Acacia Parkway Garden Grove, CA 92842 (714) 741-5360 P.E.G. created the concept of municipal partnerships and brought the idea to the City of Huntington Beach. PUBUC ENTERPRISE is currently under contract to procure customized partnerships and generate revenue through non-traditional methods. PUBLIC ENTERPRISE is responsible for the fOllowing: client prospecting, contract negotiation, printed marketing materials, Powerpoint presentations, research and analysis reports, long-term marketing plans, partnership contracts, and media mana ement. P.E.G. developed a marketing plan to generate revenue for the new Pacific Bell Ballpark. Services included sponsorship sales, charter seat sales, development of marketing materials, creating and executing marketing concepts speCific for the Pacific Bell company. Additionally, provided service to key clients for hospitality and sponsorship for major sporting events. PEG is currently under contract to procure customized partnerships and generate revenue through non-traditional methods. PEG is responsible for the following: client prospecting, contract negotiating, printed marketing materials, PowerPoint presentations, research and analysis reports, long- term marketing plans, partnership contracts and media mana ement. Page 9 of 10 Q. ::s o l- f-' CCCU U) ..... I- .- I.. ..aQ. 1- I- .s::CU ><..... we LLI u -- - ..a :J D. " \ I .(,~l'_ j "..., ",. < ~ , \. ~ , ' '. i,' \ ), . :~t'--", \,1' ',-'~ ,', '.~ , '1 i 'I ' .' I' 'l1,,~ ,./i>' .'.' \' 'r ,""" ~~J.:;:~.~~)",:~,:,< . ~,"" 't ~ " . I "~I , .' ..;..~,..., " . , ~ I II ~ ~ .' I i. ,':::,~ ' 'I" ,: r " ~) ....-:.,.1.., ~ . ! '\ "i' f; , ~: liv ',',),' l' ,,~'~_' ~ l' , . .... .. o ~ 14- o o ~ Q) Ol &. .. . ,l.O I 1 <~..., \', . J '. .' . ' ~ e..{'"" \ l... I' 1" ,I' '" . I'.. I>,. h", . ' '-:\- ~ I ' '".." ,\ \ 1I)~ ./.":'~# ~~;'~', , ........ ," . 'J' ,> d' ." l~ ~ . ,I ", I' '"' ~ ,\ ,~:... ~.: *' .. ::~.., ,I ..J.. -1"; . " 4~: :.' /~~'r .~~..v_ ,~;;,~;, ~ -~ . 'f'~":':'t;, ..~r~... ~ ~C4~ ...~ ,,-,r'. . ....'\. " ,. '; ~)':' .\ "-'" ~.. ...... ...'~, ~.,~... I'"~ -(. 'tlJ ~..'/ I..,' ......1 ~I,l c~'. ~).;. .~ /"/,1,;,,,\", \.. ,r,' "'':.'~'//1 t ~ .--\.. I. ~ \ _,~ . {"", ,. 'j' i r", " -' # B .' Clrry OF CLEARWATER POST OFFICE Box 4748, CLEARWATER, FLORIDA 33758-4748 COPIES TO: COMf.lISSION March 14, 2000 ~IAR 1 6 2000 Mayor & Commissioners: PRESS CLERK / ATTORNEY Commissioner Hart has asked me for the evaluation sheets the committee used to arrive at the recommendation of Public Enterprise Group. Additionally, he has asked for examples of how other cities are doing this and why we need an agent. I have attached an article from lEG Sponsorship Report, the newsletter for Sports, Arts, Event and Cause Marketing that discusses the experiences of other municipalities. This article gives several viewpoints but does highlight the fact that innovative approaches for developing new revenue is a trend that exists nationwide. It also outlines the normal range of agency commissions (between 8 - 15%). The S1. Petersburg Times also misrepresented PEG's commission. If we receive the same deal as Huntington Beach, PEG's commission would be $360,000+ $150,000 """ $510,000 over 10 years or $51,000 per year max. In return, we have the services and capabilities of PEG for the life of the contract. The benefit of having an agency with municipal marketing experience is illustrated by the enclosed charts that cite increased revenues using Public Enterprise partnership programs. The recommendation is that we approve the contract with Public Enterprise Group and take advantage of this great revenue opportunity. Brumback Director, SFS Enclosures O:'\E CITY. ONE FUTURE. * "EQUi\L E~IPI.OY~IE~:T AND AFFIRMATM~ ACTIOi'l EMPLOYER" _ .' . ' " "":'- I','" :..: . ' ,'" .' '" I ,~\" \ \ \: , Exhibit "A" CITY OF CLEARWATER RFQ #50-00 PUBLIC-PRIVATE PARTNERSHIP DEVELOPMENT Judging Criteria !J L' !...- r- -I- .- .i' fA ... c:... E rt/( U ,P 1't) €- / MAXIMUM POINTS Finn Name: CRITERIA ~nnmic Return to City In Cash Revenue 30 ~owledge & Recent Experience In Forming Public-Private Partnerships 25 - Economic Return to City In "In-Kind" Revenue 20 Agreement/Contract/Fees 15 Innovation 5 References 2 100 SCORE .2f ,2S ./ S- I{) s- .S--' Date: :>/7/00 -- / COMMENTS !".. v' ""' .". e .f'1 /'1-; -r:r <1 <I: .u c .-- te>~c( .. ~J' to J'" (c. ~sJf!"Jp., . (.,.I .J C t>M ,Af~" , /I 4""~ I:t;~~ (t;tr -~H-t.;':;~) ~~ Me. t;.'$ "i 'II v-( l" ]04 #'" +~X:::~ - ., /Jeie, ,fJ) .-I.JoU~ f- . -J.. ;I -.. ,I --L .J.. e/....II? '-Ie;. ""Nl~ VI. r.:> / /U t";<C .: i/ P'"l /"- "''' ~ ,j, ~ r <:fYI"q 1) !, elf (1<. 7.J C /Jt". >< c \>_ (I e-:r ~ .1 ~ <~ ?" . 1.11./' 1\ '.i"'v'" n n t,t .'. J~'Y . \V ~v' b1' .I , ,.,'; , ., , '. - . ~ ' .. , ~ ., . . ~ " - ~ . , I . Exhibit "A" CITY OF CLEARWATER RFQ #50-00 PUBLIC-PRIVATE PARTNERSHIP DEVELOPMENT Judging Criteria Finn Name: 5 FJ<. Date: :;;? /.., /, 0 CRITERIA MAXIMUM POINTS SCORE COMMENTS Economic Return to City In Cash Revenue 30 dO - T~ ~CJo~d \..v ,,~ c;.. ~~ \J-c..--~.s I I ~owledge & Recent Experience In Forming Public-Private Partnerships 25 ~ .. Economic Return to City In "In-Kind" Revenue 20 ., <g tJo S~ec.lK\- ~ Agreement/Contract/Fees 15 10 Innovation 5 i 100 S -ko~ ~ References ~ Finn Name: ?O~ GzoJ~ V MAXIMUM POINTS Date: "7 ~ ~() I COMMENTS Exhibit "A" CITY OF CLEARWATER RFQ #50-00 PUBLIC-PRIVATE PARTNERSHIP DEVELOPMENT Judging Criteria CRITERIA SCORE Economic Return to City In Cash Revenue 30 cJ.o . . '"Nb k-d ~ 'f j1.vJN1C '~~ ~~. Knowledge & Recent Experience In Forming Public-Private Partnerships 25 a , It>>J t. "f Co ~ J IV1 6-((.. -r- '6 ~. .. ECl1~()mic Return to City In "In-Kim:!" Revenue 20 , 17 ~ ~ ( Agreement/Contract/Fees 15 /0 tLeI.. ~ Innovation 5 L ~ ~h oJ4' ~t~ ~. References ~ 5 ~. 100 ......-- ,,'r '~:'_'''_ ,"1 ! "'"I.' " ": ..,', "",,~ '... .,.. '. ,"" ~ ,...; "~ , '. _, J'f'.." """'.'_'j.LV,",~' ..~. ;'~I ,;~ ~-::'~~ .:';::'" n~"~;';'i::'';':"r,:~:';I..'.\'.t~,~,'''-:;~~'.I.~~-:'''~'t\:''l,:;*~::~'k'~f::'f.i-,~.r~Ijo:,~l"rv:t";' [r~~--'::;J~,:?:'~".~.f.;.~;';~'f'..:"4~._:.'.'~' ~~~:~".Ir' :",~_ ,: f. c' '." '-.... - .A- -..-_.~ Centerfold TRENDWATCH: MUNiCIPAL MARKE1lNG Over the past year' more than 50 municipalities have entered the worfd of sponsorship, selling everything from exclusive pouring rights to ID on park benches and murals. Below, lEG SR examines how the deals are structuled. Faced with budget shortfalls, many municipalities are turnino- to sponsorship. "Cities are looking for alternative ways to raise reven~es," said Marie Knight, leisure services manager with the CIty of Garden Grove. The California municipality signed a lO-year, $l00,OOO-per-annum minimum deal last month with Buena Park: Calif.-based Pepsi Bottling Group. And c~rpor~tIons are growing increasingly receptive to su.ch relatIOnshIps. Indeed, lEG SR projects U.S. companies wIll spend nearly $100 million on municipal deals in '99. That's up from approxinmtely $75 million last year and less than $10 million in '94. - uMunicipal marketing is a growing trend. It helps us improve the communities we're in and sell product:' said David DeCecco, spokesman for the Pepsi-Cola Co. (lEG SR, Feb. 8, 1999), whose bottlers have signed deals with at least five municipalities over the past year, including Honolulu, Hawaii; Newport, R.I.; Sacramento, Calif. and Tonawanda, N.Y. What'~ included in a muni marketing deal depends on what asset') ~ ~Ity or town controls, but benefits may include advertmng at parks, beaches, marinas, parking lots and water tow~rs; sponsor:>hip of city-owned events; signage on city vehIcles; sales nghts at city facilities such as convention centers or police stations; and category exclusivity and official product/service status. In exchange, the municipality typically receives a rights fee, a cut of sales or special pricing on products the city sells for a profit and funds for promotion and community improvements. San D~ego: Ground Zero. The. current competition between Pepsi BottlIng Group .and ~an DIego-based Coca-Cola Bottling Co. o~ Southe~m CalIfornia for sponsorship of the City of San DIego (lEG SR, Aug. 2, 1999) illustrates how municipal deals often work. Under Pepsi'~ proposed. l~-year contract, the beverage ~arketer would mstall a mInimum of 500 vending machines 10 ex~hange for a $1.5-million rights fee. Pepsi would pay the cIty $1.000 for each additional machine placed. The city would also earn a 40-percent commission on beverag:s ,sold through the vending machines. Pepsi guaran- tees a nUlllmum $250,000 commissiun per year, beginning in the second year of the contract. The deal also includes non-cash benefits such as two vehic.les :alued at $60,000; t~o recycling bins at each vending maclune 10 parks and recreatIOiiul centers; product for grass.roots sports teams; Pepsi-logoed park murals and expo- sure 1~ an annual Pepsi ~arketing campaign, with point-of-sale matenal or product toutmg the city or specific events. By contrast, Coke's IS-year proposal \vould provide an upfront $l.5-million rights fee and placement of 1 800 machines within two years. San Diego would receive a 30-percellt cut on $1 bottles sold from the machines and 20 percent on 75..cent cans. The deal also would include five vans, valued at $120,000, and one SUV worth up to $40,000. The city's sponsorship agency, The Pathfinder Group, evaluated the two proposals, estimating Pepsi's deal between $6.7 million and $23.6 million over the life of the contract and Coke's at $4.6 million to $18.7 million. The city manager has since recommended a deal with Pepsi due to the "up front cash contribution, guaranteed commissions and marketing and promotiomil activities that benefit the commu- nities of San Diego," according to an internal city report. Sweetening The Pat. Some municipal deals require corporations to d? something, on top of the rights fee, that helps the commu- mty. For example, the City of Huntington Beach, Calif. signed a I a-year deal earlier this year with Coca-Cola Bottling of Southem California that includes an annual $300,000 cash fee and the requirement that Coke spend another $300,000 to refurbish one of the city's 56 parks each year. In return, Coke receives exclusive vending rights at 150 locations, including beaches, parks, City Hall and fire and P?lice stations. Coke also receives sampling, sponsorship of CIty events and 10 throughout the city, induding on picnic rabIes, palk murals and lifeguard chairs. Huntington Beach uses the funds for city repairs such as resurfacing tcnnis courts, painting recreational centers and cleaning restrooms. "We have an immediate impact from the cash," said Ron Hagan, the city's director of community services. The municipality also plans to \.lse collectibles and . tickets from Coke-sponsored properties, like theme parks, to reward employees. "We're trying to build morale in other ways than salary," Hagan added. .. Working With Age"cies. Lacking in-house expertise, many municipalities hire agencies to identify assets, develop packages and sell and manage the relationships. "Municipalities typically don't know what they have of value. Agencies can do a strategic inventory. They know what corporations look for," said Tom Shuster, director of recreation and parks with The Town of Ocean City, Md. ~/EG ~R, April 28, 1997), which signed its first sponsors, mc1udmg a local Coca-Cola bottler, in '97. Agency representation convinced Huntington Beach to move from its original idea of selling naming rights to its Pier Plaza in favor of a sponsorship package focused on sales rights. "We'd seen a lot of naming rights deals with sports venues," Hagan said. "Our pier draws 11 million people each year, so we thought, 'Why not us?' " ~fter receiving ~imited corporate interest in title, the city retamed sponsorshIp agency Public Enterprise Group to help sell the package. The agency explained that naming rights deals are primarily driven by TV impressions. "PEG told us corporations want exclusivity and the ability to sell product on public property," Hagan said. "We ha. ve those assets, and venues don't." When Huntington Beach resubmitted its RFP, Gatorade. Ocean Spray and Coke responded. Coke's was the most lucrative, he said. PEG advises cities to set prices at the high end of what sponsors can afford, but at a level that would allow a sponsor to spend additional funds directly on community improve- ments, said Don Schulte, president of PEG, which also reps Garden Grove and Lancaster, Calif. ~' ',-; ,"< ,C ??' V . , ~: ' l ". \, . .",....., ,~.' '. , H: ~. . ~: . ~ t, ':, .~",' ::. :':"" . ~1:.~." l" ':, I: ....:,....\ :":, ff' 1';-~'" ;'~'"d ..' .," :~. J".":' ~. ....:.:: >... :', '::;. ~,,'.:.. :.f~"" ,b' :.{ ':, : f ~ ' . ; ~.? ,'" ~\.):';, .: t !", .' I ~:" :': ~.. t t '" ,}..' ~ ,-. ~) I ",,:->., ~-., =';:;:::-:::'~~"""-==~:-:::.~.'~--:'I'"'.;."':';::' .:::----.~~=__===:_._::;._:......._~_.:::.:r::.,.~._~..~~.....;::::'_=r::__~:_::::__r::___r.:..::l'"=':__..:.%~~=_.;:..~:':'.=t.- , __'rt.~"::-::-~'=:=- :'--::-=--~-~...:::t..o;::z:;;':"...~=:':::::.::::::r:-~".-="=:'::"..1 "We don't want companies to exhaust their dollar commitments fighting it out," he said. "We price packages at levels we know companies can reach. Then, we talk about how else they can participate. That's how we evaluate the best partner for each city." Agencies typically receive commissions of eight to 15 percent. For example, PEG receives 15 percent of Coke's annual $300,000 Huntington Beach fee. Under its contract with Lancaster, PEG will receive a 13-percent commission when it signs a sponsor and three percent on renewal. Service and fulfillment ar~ the agency's responsibility. More Categories Coming. While beverage marketers lead the way in muni marketing. other types of companies are expected to hop on board. Those leading the pack include Michigan State Parks, which aligned with Keebler Co. and Hershey Chocolate U.S.A. to be official S'mores (lEG SR, Aug. 31, 1998), and The City of Vancouver's Board of Parks and Recreation, which has agreements with Blenz Coffee Co., Kodak. Canada and Nestle, Inc., in addition to The Coca-Cola Co. Kodak's annual fee is approximately $34,000 cash and $34,000 in-kind. which Vancouver uses to produce festivals, print brochures and improve parks, said Philip Joseph, the board's manager of revenue services. The company provides product such as disposable cameras. "Our budgets are reduced every year; this is one way to increase funds and provide services," he said. Meanwhile, Huntington Beach is shopping the film, airline and electronics categories and hopes to sign a credit card company next, Hagan said. The deal would provide discounts on beach parking, recreational classes, hotel rooms and products at participating merchants. SlicingThe Pie. All-encompassing sponsorships covering multiple city agencies are not the only sponsorship option. Individual departments and agencies not under the mayor's office are also signing deals. For example, the Department of Beaches & Harbors of Los Angeles County (lEG SR, Aug. 22, 1994) just signed a two-year, $75,OOO-per-year contract with Great Brands of Europe, Inc. 's Evian Natural Spring Water (lEG SR, Jan. 25, 1999). In addition to cash, Evian provides product, 200 time- and-temperature boards and 50 volleyball nets in exchange for 30 vending machines. The department also receives one- third of gross sales. The company plans to sign a similar deal in the next couple of months in Northern California, said Michael Neuwirth, Great Brands' director qf corporate communica- tions. "Municipal deals are good for the company, good for the municipality and good for the consllmer," Other beach deals include Huntington Beach, which has a contract with General Motors Corp.' s Chevroict Motor Division for 12 vehicles a year and Sunshine Makers, Inc.'s Simple Green cleaners (lEG SR, Nov. 3, 1997); and California's Orange Coast Beaches, which aligns with Chevy. At least one state is selling statewide partnerships. Visit Horida, the state's ofticial tourism marketing corporation, i~ selling packages offering signage in five visitor centers, ill in the state's $ I-million-plus print ad buy and other benefits, said Christopher Thompson, Visit Florida's senior vice president, partner development. THE FINE POINTS OF MUNI MARKETING - Explore all options. Some companies gain municipal-type benefits at lower fees by working with departments within a city or quasi-government agencies. For example. Delta Ai! Lines, Inc. (lEG SR, Sept. 20, 1999) recently entered into a strategic partnership with the Alliance for Downtown New Yark-the Business Improvement District of Lower Manhat- tan-making it official airline of Wall Street. Delta receives ID on six jitneys and Alliance collateral, as well as the opportunity to offer specials to local businesses, said Debra. Simon, vice president of marketing for BID, one of 40 such districts within New York:City. -Know the 'difference betweenvcndhlg 'deals and spon- sorship. Sponsorship provides multiple benefits such as signage, sampling, product donati.on and vending rights.' Vending is limited to vending and pouring rights. The City of Sacramento, for example. pitched Pepsi a sponsorship package, but ended up with a 10:-year, $200,000- per-year vending deal after corporate restructuring placed ' funding completely on the local bottler, which could only afford vending rights, said Kevin Bartram, chief operating' officer with sponsorship agency The Wilkinson Group, which sold the deal. After determining that the local Coke bottling company would not buy the sponsorship either, the city accepted Pepsi's vending deal, he said. ' - Read the fine print. Contracts often have clauses that can, cut potential income, said Ed Augustine, managing partner of The PatbfinderGroup. For instance, Coke's proposal WitIl San Diego requires the city to refund $1.000 per machine from its second-year commissions if fewer than 1,800 machines are placed in the first year. - Be alert to changing political climes. Int'l Management Group spent nearly a year developing a sponsorship package for New York City's Office of Economic Development and Plallrung (lEG SR, July 22, 1996), only to have it shot down by Mayor Rudolph Giuliani. "People change their minds," said Douglas Pirnie, the agency's senior vice president. IMG is discussing representation with the City of Philadelphia, he said. , , .1 :",. " . ", .', . " ' .~ . '. I.' . , ' ,,_'.',. . , . ~ . . U'.t a.. C GJ o.c (I).... Ie 0 m .. a.<<ft e> o CD u~ c m .2 E ...., &.. ~~ o CD ~A. -cu Z"-' LLI a. Ln 0" ~ ~ .1'9 q- co ('V') ex:> . . . . .- ~ 0 Ln N a. ('V') ...-t -QCT -bft fa -QCT -{A- U ... GJ a. '* "C C S2 ~ ~ . 0 (".. (".. c 0 0 .... L/") LO ~ 0 * 0 0 0 0 "C 0 0 0 0 QJ 0 0 0 0 s ... ... ... ... 0 t.n 0 0 c 0 N 0 0 ~. 0 \D 0 LO fa ... ... ... ... ::s U) ...-t N ~ C1 ~ -f:FT {TT ~ ..., l!) Q) Qj~ c l!) C GJ UJ I.U 0 :6~ c:n 0.. 0- le( Z 0<( .~ ...-t en .c -r-I N r~ " ::i~ '" ~ q- c ,..-t co ('V') 0 0 l.r) 0 q- 0 .- r---. N N 0 ..., ... .... ... ... ra 0 en \D " - ::J 0'\ oq- r---. \.0 a. ,..-t ,..-t ('V') N 0 ... Do M ..c:: (.J ro OJ OJ co ~ ~ c 0 ~ ,+.J 0 .- .8 l') c: Ol u Q) Ol c E .w c OJ Q :p co c: "'0 ~ ~ u c: :::s ro co ro :c l') V) (J') ~A;: . . Brumback, Garrison From: Sent: To: Cc: Subject: Russell, Jon Tuesday, March 14, 2000 5:16 PM Brumback, Garrison; Goudeau, Cyndie Coffey, Terri; Dunbar, Kevin E.; Kader, Art RE: 3/1312000 Work Session Follow up Vending machine revenue: FY 2000 $3,115 (5 months) FY 1999 $9,251 FY 1998 $9.575 FY 1997 $9,037 FY 1996 $8,405 FY 1995 $8,184 Jon A. Russell Administrative Support Manager Clearwater Parks & Recreation Department (727) 562-4811 -Original Message- From: Kader, Art Sent: Tuesday, March 14, 2000 2:03 PM To: Russeli, Jon Cc: Coffey, Terri; Dunbar, Kevin E. SUbject: FW: 3/1312000 Work Session Follow up Can you get this information for Cyndie. -Original Message-- From: Goudeau, Cyndie Sent: Tuesday, March 14,2000 1:28 PM To: Brumback, Garrison Cc: Dunbar, Kevin E.; Kader, Art: Harriger, Sandy SUbject: 3/13/2000 Work Session Follow up Reminder - Commissioner J wanted information on the number of and the revenue received from vending machines currently located in city park facilities. Need ASAP. 1 . , ' . .", l , I . . . ~ I: t' . . . . : l' _ ' . . \~ l~ Public Enterprise Group Partnerships . Benefi1:ing the City of Clearwater , rf~~~~f~I~I:~ :,~>;,'.a I: ... ['J ' :~. .~~t;'i'-::'-::t;) .1.., ,',r:,"",.f'i"''-<'';:'''",,;,!,,;, l' '. :)fli/1J\',J'f ')' . "t:',.". .... ;<\' )".. ..~~~~~;i~B~, Ily'. , : ~"r r! p 1.\ l ' .....' .. ..... Ii. t ,\ ' 0 \( ,. l' , . I . -. ".,', ,1-\ p. ..: I I" l...:./ ,f . , . ' " " < , ,~" < ,'. - ". ' , ' .'. ... , What IS Public Enterprise? · Partnership to Benefit the Public -Enhance Quality of Life -Improve Perception of the Corporate Partner -Public/Private el1terprise is desigl1ed to benefit the public -Public Enterprise process is a partnership to: -enhance quality of life -improve perception of the corporate partner ~, .,' " ~J.' , , ..,I , , ' .. -, ' _ ' " ,I, . , :' ;\' ~ ' J Examples of Partnerships /' ;, '{'('i\ l;': ;~'.;~~:~~~*~* ~> ;:.,''i':?;~i ',~.;';', ~. " ,:" .;.1""'';;'-'', .t',:>>. "'t~..... "iJ;"~ ::',. ~:~.~~,~...' ; ( ~:~~'" , :~':" ..~;"~ ',I . t ' lt~~L,\ ,'-:" I:iJ~:;-;,~, '. ,,'-;+-:~':"'t'..,I .A......._~..,;.;.".e..;..;....,,~ . . .~'. '~.--7.;'.~.,~;.!..~;~~:~~~........; , AD,OPT.A.HIGHWAY lil!:.<. A~ ~,.::}y.~.:i; , ~ ~~1I: ~~~i~("':' .." ~I,: .... SeaWorld. ADVENTUJt.[ PARK , ,.... ' .' ,J, 'I ", . " ., ' . ".'V" ' . Positioning Sponsorship vs Partnership · Sponsor: Receives Some Benefit - Adds Little to Community · Partner: Receives Positive Exposure - Community Benefits Sponsorship: where the corporate entity receives some benefits but adds little to quality of life in the community. Partnership: provides benetits to the community in return for favorable exposure for the corporate partner. '."It.. ~ ': . ~." I. .' I ' \ . '.' ' . Benefits to Communities · long-term Revenue Source · Marketing and Promotional Partner · Community Amenities · Participation in City Initiatives A long-term revenue source A marketing and promotional partner . Community amenities: Park & recreation improvements Comfort stations and kiosl(s Conveniently located vending machines Participation in City initiatives ~~: . ".. . I. .... '"\ , . ': ~1\' . ~ .. ... ,\ , Public Enterprise Participant Benefits · Product Sales · Promotional Opportunities · Exclusivity · Access to Vending Sites · Marketing Exposure · Community Image Product Sales Promotional Opportunities Exclusivity Access to Vending Sites Marketing Exposure Community Image .. . \ , ' '" ,~ . . . . , t' ~ : . ' . .' , . Strategies · Ensure Suitability · Analysis · Planning · Packaging Offer · Initiating Sales · Promote Consensus & Clear Communication First we insure commercial suitability with The City of Clearwater Create a series of sequential steps Analysis Planning Packaging the Offer Initiating sales Good Shepherds shepherds of the process to insure consensus of citizens and government and media clarity PEG and Clearwater will identify needs, "bundle assets" and present them to corporations eager for partnership opportunities. . . , " . ',' f ,. : ." . : "I /. " '......, . ' Why Partnership Programs Work · Support for City Services · Maintenance of Municipal Facilities · Care of Parks & Recreation Areas · Infrastructure Replacement · Highway and Street Cleaning · Care of Senior and Youth Centers Partnerships are needed for comlnunities to provide their citizens quality maintenance, security and timely replacement of aging facilities and materials. Support for city services Maintenance of municipal structures and facilities Care of parks & recreation areas Replacement of damaged infrastructure Highway and street cleaning Care of senior and youth centers .', ,. , , . l, : " . , " , . . ' . . .' '. ' FRIENDS OF THE PARK COCA-COLA is very active in and fully supports the growth and positive development of youth in our conl1nunities Coca-Cola proposes to be instrulnental in the beautification of Huntington Beach City Parks through the involvelnent of local area retailers where Coca-Cola products are sold This cooperative effort will involve a cents per case donation by Coca-Cola to fund these activities The proposed beautification could include, but is not lilnited to: Repaint/replace backboards on basketball courts provide public art specific to activities enjoyed at individual parks to add color and animation repaint/upgrade park benches \. ...i ',', .,' .' "', . , \ '. . , ' t' ~_'=-~ __" "'_.~~ :."iUI ~l~i(f1I.~ITr"9"r"~r"--N--M" BeaG. ockers from Co - '::. {a - -.~ te~..>t\ . .... , I I \ ,j , f ~ 't; It.... ".., .. ~..... ..... '11; "Y..,...... '''~ _ _. _ '.., 1 . (t., ,'.. ~. . .' I " ---..- , -:j 'a ~l .'f:t . 'L.__~L_ ~ . {j :~~ .' ~ ! . '. ,t' i ':~ iJ 'ij ~; f)i&,' ,i I I .... .. .... ~.~f '. . .--;, I . ':'i" .~.. ~ .': ..1 ..J ~~,..-;-' . I ..:~~ ~, I .. . . I, " J; ...,-f,.... . .. I .. -' , _.::- t -:-:.....; :t~-.:~::;;< 'l; .. I . ""-. ~: I '! ";:1/";' i.: lL.!1::~>,;':~:* '1.. . :~, .i ',_. '.l..: :J.', - ' - .'- ri ~:r~,f,5 ;: ~. ! '1 ~~~ .~, '.':1 \. ';"1 .~,- lot....'.,.);/' n;. . .. ~."'<:"" .,.~....- ~..~_. L- 11 ,( l/;;";:"~:''J.. " I .~..... - ..~ t j .-' ".-" .-.~;:,,, , ,I . '. :.'~'. ~ ~l _ . - ... ..._.......- t ;~/,.Ti;{ .1":( .. ~ t'...; -- _--- ......... t C' fi.';/;'l'1 .".()/ ".-~. ~---' . :,;-] :.;...,....'... . 1,:L. ............ . ~ .J.., .": ~ ."....::..,...... - - ,- ,-. I. 'h. ,.~ _ .......\1_ .' ,t. :' ...... -In an effort to improve convenience for beach goers, COCA-COLA will develop and fund beach lockers. -COCA-COLA will consult with Huntington Beach on the design of the lookers. -COCA-COLA will provide and install approximately 4 of these lockers at agreed-upon 'strand' locations. - Approximately 2 vending machines to be installed at each location. . r' .A .' ..' j _, I ~ . The PEG Difference · Senior Executives Involved · Negotiated Partnership Agreements · We Understand Process and Need for Consensus · Our Goal: Improve Quality of Life Senior Executives involved Successfully negotiated partnership agreements We understand process and the need for consensus (SEE NEXT SLIDE FOR THESE) must avoid "bidding war" partners must be pleased with their benefits nlunicipalities must not feel that they have "sold out" our goal is always the same: improving the quality of life for citizens in the community ".~i , . I, " ~," . .' # "'. ' Relevant Experience · Pioneered Public Enterprise Concept · Huntington Beach and Garden Grove Partnerships · Numerous Municipalities in Several States PEG pioneered the Public Enterprise concept Successllllly consummated partnerships with Huntington Beach and Garden Grove Currently contractillg in numerous municipalities in several states , "i, J I ~ .. , ' '...I ."'. , ; I Public Enterprise Group Partnerships Benefiting the Cily of Clearwater rT'i;J':;;~'1 ' "" f.:....:. . ',j~~j';'/'l ' . ... .. 'f \ . , . I ;';" ~:;.:r.f;~ .;. .'~'. I' ~ :f;r~4Gl ~tf. ..'J . ~ j. .. 1-'.'\lt~"J.r lPI..\ I l'i \ .' "." , ~ .\ .' '\ () \( ~ ~I I ~"I" -:. . 1. f .~, '. *'_ I ..." ",,!'.l , Rights & Entitlements · Territory Exclusivity · Category Exclusivity · Use of City Logo and Marks · Signage Subject to City Council approval, many cities choose to provide the following benefits: .,; . . . Rights & Entitlements · Point of Sale Opportunities · Licensing & Distribution Rights · Couponing &. Sampling · Retail Promotions Subject to City Council approval, many cities choose to provide the following benefits: , . The PEG Difference · Avoid "Bidding War" · Benefits Pleasing to Partners · Municipalities Must Not Feel They "Sold Out" · Our Goal: Improve Quality of Life must avoid "bidding war" partners must be pleased wi~h their benefits municipalities must not feel that they have "sold out" our goal is always the same: improving the quality of life for citizens in the community . - '" . . -' '. '.. . . ". . : . '.' . .... . . . "> " . " " ''.:';~..::" .,.'''. . ,..J, .,,', ' ," . Item #17 ;)(0 <JUJ ,...., . . .,,~. ...~,: ',-..'. I. ,"~"~'~:':'Il'~."'" '.." ,. 't, ' .,' - ~'''' ....If .,,' :'~,"',/, ",;~.', L.,:.',! .. .'. '..~":I "., :.,...:.' . :,' ~,'.',: .~' ....." ~,~~ ~".,", .~' ',. ., ..~ .....1, ,....., \ f " ,t~.' '.' ....; : ',' '. re. 17 National League of Cities ~ This five point Action Agenda defines the major federal priorities of the nation's cities and towns for 2000. It was adopted by the National League of Cities Board of Directors on March 11, 2000, to guide NLC's advocacy efforts this year. In addition to the five federal priorities listed here. the National League of Cities is launching a national effoH to challenge and mobilize municipal officials across the country to fake action against racism in America. NLC calls on Congress and the Administration, individually and collectively, to join in this effort. , #1 Electronic COl1zmerce Equity ,- Currently there is no equity in the retail sector. The federal government allows an exemption on sales and use tax collection for remote catalogue and Internet vendors while local brick and mortar stores must collect sales taxes on all their transactions. This inequity puts traditional retailers at a competitive disadvantage. And, it \vill reduce revenues, making it difficult for state and local governments to fund essential services. To eliminate this inequity, Congress must pass legislation that gives states and local governments the authority to collect legally due use tax on all remote retail purchases. To achieve this goal, NLC: . Supports legislation that will protect Main Street businesses from unfair competition. . Opposes any federal action that usurps state and local authority to maintain revenue for citizen services. . Opposes any federal action to extend or Inake permanent the existing moratorium on new, multiple, or discriminatory taxes on Internet transactions. . Supports joint state and local efforts to develop fair and equitable sales and use tax collection strategies. 0 \J e..r 1301 Pennsylvania Avenue., N.W. · Washington, D.C. 20004. (202) 626-3000 0 www.nlc.org #2 Preemptioll of Local Authority Preemption has become the successor to unfunded federal mandates. Cities and towns are ,facing multiple challenges to local authority from federal regulators and Congress. It is time to restore the balance in the intergovernmental system and protect traditional local authority. To achieve this goal, N LC: . Opposes major threats to local authority including the Religious Liberty Protection Act (RLP A) and takings legislation, and will pursue a Senate hold on RLP A. o Opposes any federal action on telecommunications or electric utility deregulation that is adverse to cities. . Supports passage of federalism legislation which preserves local government authority: ... by ensuring consultation with local governments on any rule that preempts state and local laws; by assessing the impact of any proposal to preempt local authority; and "-:. . by requiring Congress to state its, intention to preempt local laws and require the courts to rule in favor of local laws when no express intent is stated. #3 Housing, Comlnunity and Econolnic Development With the current federal budget surplus; it is time to address the nation's failure to ensure adequate credit opportunities in low- and moderate-income communities, to support production of affordable housing, and to provide funding and incentives for community and economic development in communities that have been left behind by today's booming economy. To achieve this goal, NLC: . Supports increased flexibility in the implementation of Department of Housing and Urban Development programs. .' .. ",' . '. '. " . .' "'.'.< ", '.~"" ,:" ..... .../'....... .'. " "" '#',.1 '., ,",' :....r' ~~. ,', _.,.,: :". :'11.1 . ,', 1 ',' '. (e \1 . Promotes smart growth initiatives in all federall~ws and regulations to facilitate linking jobs, transportation and housing; encourage comprehensive regional planning; and support t.he elimination of federal barriers to smart growth. . - Q Supports increased credit opportunities in low- and moderate-income communities through an expanded Community Reinvestment Act (eRA) and other credit enhancements. . Supports the repeal of the 1997 budget caps and balancing increased spending with fiscal responsibility. . Supports expanding the supply of affordable housing with increased federal assistance and a variety of federal tax credits including: \ - increased housing production of rental and homeownership properties; - lease-to-own programs; - mixed-income developments; and . an affordable housing supply for sp~cial needs populations. . Supports increased federal funding for community and economic development including: - funding for brownfields assessment, remediation, development, and the elimination of local liability; creation of new investment tax credits such as the "New Markets" initiative; targeted hiring incentives in distressed communities; designation of local Empowerment Zones and Enterprise' Communities; and the elimination of the growing "digital divide" that exists in poor, minority communities. #4 Investing ill Childrell and Families The income gap between rich and poor fan1ilies continues to grow, and America's poorest fan1ilies have not benefited from the current economic boom. All children and families must have the opportunity to enjoy safe, livable communities and a good quality of life. ove.r- " "'\, .' ~ " '. ,:,.' ,1 ~..' . 'f)1..',..:. "', ,.:".!. ".:,~'.. . : '.. . $ ,: ".....~:' / \ 1 J ,. '. .. To achieve this goal, NLC: . Supports expanding federal funding to supple~ent state and local efforts to ensure equal access to quality education for' all Americans while respecting home rule. . Supports adequate federal assistance to ensure that children and families have good healthcare, access to safe and affordable childcare, affordable housing, employment training, and public transportation to jobs to pelp them achieve self-sufficiency and a better quality of life. . Supports federal efforts that help local governments eliminate school violence and domestic violence and ensure safe neighborhoods and communities. ' #5 pablic Safety All Americans 'v ant to live in safe, livable communItIes. The federal government must help our cities and towns meet multiple public safety challenges. To achieve this goal, NLC: . Supports full flexible funding to cities and towns of the Local Law Enforcement Block Grant. . Supports comprehensive funding programs for fue safety. . Seeks adequate funding for disaster preparedness and emergency response, as well as counter terrorism. . Supports flexible funding for local crime prevention programs that address youth violence, prevent gun violence, and promote gun safety by supporting the development of "smart gun" technology. . Supports improved federal standards for truck safety, for both domestic and foreign vehicles, and increased federal funding for enforcement of driver and equipment regulations. tt ' . '. '. , . .,.. . , ~ \1, ~,' ~ ~ . . I, . . , , .' . . . . . . . " . ,'" .:.; 4'.'~"" . ",' : ,.~. ' ''1 ':; -.," > ,...'.. . . Preliminary Agenda . (W orksession) d Lo5 { , " ," ~"l' ,.- \ ," ":. ",,', '. . /," ",,' i.., . "" , " ,,'" '" ' " ,"',' '. ~ "~.', .,,,1,.,, ~ '~, " " .,' :~ ' PRELIMINARY AGENDA Clearwater City Commission Worksession - 1 :00 P.M. - Monday, March 13, 2000 Service Awards Employee of the Month Award - February 2000 - Rob Powers - Public Utilities/WPC Convene as Pension Trustees: 1. Call to Order 2. Approval of Minutes: 2/28/00 3. Request for acceptance into membership: Gail Beall, David Weitzel, Leo Mazzullo, Virginia Schulz, Milisa Schnatterer, Michael Fitzgerald, Cynthia Kibby, Rodney Hoskins, Kim Farrell, Amy White, & Rafael Navarro 4. Regular Pension(s) to be granted: John T. Neenan & David B. Bennett 5. Pension(s) to be vested: Louis R. Hilton, Freddie Cantrell, Jr., & Jose Reid 6. Request to buy back previous pension service credit: Darold Brink 7. Other Business 8. Adjourn Reconvene Worksession PUR PURCHASING 1. Kaiser Pontiac-Buick GMC, Inc., six 2000 GMC Sierra cab & chassis, replacements, 1 with dump body, 1 with stake body, and 4 with service body & hydraulic lift, $144,300.84; funding to be provided under City's Master Lease-Purchase Agreement (GS) 2. Maroone Auto Plaza, one 2000 Chevrolet crew cab pickup, replacement, $21,233; funding to be provided under City's Master Lease-Purchase Agreement (GS) 3. Maroone Auto Plaza, five 2000 Chevrolet % ton pickups, replacements, $108,405; funding to be provided under City's Master Lease-Purchase Agreement (GS) 4. Maroone Dodge, one 2000 Dodge cargo van, replacement, $14,803; funding to be provided under City's Master Lease-Purchase Agreement (GS) 5. Gateway Chevrolet, four 2000 Chevrolet cargo vans, replacements, $67,705; funding to be provided under City's Master Lease-Purchase Agreement (GS) 6. T Thomas d/b/a Holly Chevrolet, two 2000 Chevrolet cargo vans, replacements, $36,370.62; funding to be provided under City's Master Lease-Purchase Agreement (GS) 7. Dick Norris Buick Pontiac GMC, one 2000 cab & chassis with utility body, replacement, $22,587; funding to be provided under City's Master Lease-Purchase Agreement (GS) 8. Industrial Refuse Sales, front loading refuse containers & spare parts, 3/17/00-3/31/01, est. $75,000; funding to be provided under City's Master Lease-Purchase Agreement (SW) BU BUDGET 1 . Presentation - Budget overview 2. FY2000 First Quarter Budget Review a) First Reading Ord. #6517-00 - Amending Operating Budget for Fiscal Year ending 9/30/00 b) First Reading Ord. #6518-00 - Amending Capital Improvement Program Report and Budget for Fiscal Year ending 9/30/00 3/13/00 1 , ." ,I.' ".. ,\::".,,~, " I '", .":~,~~I '-., .~;.. ":"" '}.,y~' ,'~<'~,. ...." .,'~"" ',' .,';1.,' \~.' .~.:...._:..t I: ., ":'\,.: ED ECONOMIC DEVELOPMENT 1 . Public Hearing - Declare surplus for purpose of leasing to Greenwood Community Health Resource Center, Inc., Greenwood Manor, Lot 4 less road, Lot 5 & N% of Lot 6; approve lease with the Center for initial 30 year term for total rent of $30 payable in advance SFS STRATEGIES FOR SUCCESS . 1. Agreement to Public Enterprise Group, act as Clearwater's agent in negotiating corporate partnerships, amount not to exceed $40,000 (Consent) PLD PLANNING & DEVELOPMENT SERVICES 1. Public Hearing - City of Clearwater Fiscal Year 1998-99 Consolidated Annual Performance and Evaluation Report (CAPER) ClK CITY CLERK 1. Pension Advisory Committee - 2 commission member appointments CA LEGAL DEPARTMENT Agreements, Deeds and Easements 1. Sidewalk & Utility Easement - Gulf to Bay Shopping Center, Lot 2 (Autozone, Inc.)(Consent) 2. Sidewalk, Landscaping, & Utility Easement - Barbour-Morrow Sub., Blk A, S 5' of Lot 41 (Iocoloano / Caraco /linares)(Consent) OTHER CITY ATTORNEY ITEMS 1. Status of Eller Media billboards City Manager Verbal Reports Presentation(s) for Thursday Night 1. Award for Phillies Other Commission Action Adjourn 3/13/00 2 . ~ ,,~: " , , .. , . " ,'", ' .. '. . ~ . note: Pension . Tmstees agenda pack kept . separately. ?Gs-c; . . . . ~. " . . 0" ~., , ,~~ t . "/.- : " I '.:: :,' i, '.::.:- ,;'.., ~ .'::' .. ' ,~ . ~',:. " ....~., .' "', ~ I ... " I , . .. . ",-- " ,. , t'..., ~ '. . ' ' . ',', ." .... ~:... ,l '. :.-. 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