09/12/1994
AGENDA
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CIT'{ COI\/) rVlI SSION MEETING
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ACTION AGENDA - CLEARWATER CITY COMMISSION MEETING
Monday, September 1 2, 1994 - Chambers
following CRA which begins at 1 :00 P.M. but no later than 2 P.M.
Welcome. We are glad to have you join us. If you wish to speak please wait to be recognized, then
state your name and address. Persons speaking before the City Commission shall be limited to 3
minutes. No person shall speak more than once on the same subject unless granted permission by
the City Commission. ANY PERSON WITH A DISABILITY REQUIRING REASONABLE
ACCOMMODATION IN ORDER TO PARTICIPATE IN THIS MEETING, SHOULD CALL 813/462-6684.
1. Pledge of Allegiance
2. Invocation
3. Service Awards
4. Interim City Attorney Report
a) Ord. #5691-94 - charter amendments
Convene as Pension Trustees
5. Approval of Minutes - Regular Meeting
8/29/94
1. Mayor.
2. William C. Baker, Assistant City Manager.
3. 7 awards presented.
4. a) Direction given.
Closed door session set for City vs.
Scientology, 4:30 p.m., 9/15/94 and for
City vs. Pick Kwik, 4:00 p.m., 9/1 5/94.
Convened as Pension Trustees at 1 :55 p.m.
Reconvene as Commission at 1 :59 p.m.
5. Approved as corrected by City Clerk.
6.
PRESENTATIONS
a) Historic Preservation Board - Annual Report
b) Memorial Causeway mangroves
a)
b)
Report received.
No change to mangrove maintenance.
7. - Citizens to be heard re items not on the Agenda - None.
CITY MANAGER REPORTS
CONSENT AGENDA (Items #8-22) - Approved as submitted less #s 10, 11, 19 & 21.
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.
8. Declare personal property (18 vehicles)
surplus to city needs and authorize disposal
thru Tampa Machinery Auction, Tampa, FL
(AS)
9. RatifylConfirm emergency purchase by City
Manager of Novell Netware software
upgrades for 11 Local Area Networks from
InaCom Information Systems, Tampa, FL,
for $18, 128 (AS)
9/12/94
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1 o. Contract for routine service & repair of
vehicle transmissions with Suncoast
Industries, Inc., d/b/a Aamco
Transmissions, Clearwater, FL, for the
period 10/1/94-9/30/97, at an est. not to
exceed $120,000 ($40,OOO annually) (6S)
11 . Contract for contracted-operated Parts
Store for Fleet Maintenance to The Parts
House, Inc., St. Petersburg, FL, for the
period 10/1/94-9/30/99, at an est. not to
exceed $800,000 per year (GS)
1 2. Contract for burglar & fire alarm service &
monitoring at 44 city facilities to The Maire
Co., Clearwater, FL, for the period 10/1/94-
9/30/97, for $59,400 (as)
13. Contract for cellular telephone service to
GTE Mobilnet, Clearwater, FL, for the
period 10/1/94-9/30/97, at an est.
$150,000 (GS)
14. Extension of contract for mental
health/substance abuse coverage with
Professional Psychological Services (PPS),
Clearwater, FL, for the period 1/1/95-
12/31/95, at an est. $1 56,083 (HR)
15. Contract for non-contributory life insurance
plan for full-time city employees & eligible
retirees to Business Men's Assurance Life
(BMA), Kansas City, MO, for the period
1/1/95-12/31/95, at an est. $10,300 (HR)
16. Contract for basic term life insurance for
SAMP employees to Business Men's
Assurance Life (SMA), Kansas City, MO,
for the period 1/1 /95-12/31/97, at an est.
$20,000 (HR)
17. Contract for statutory life insurance policy
for Police & Fire personnel to ITT Hartford,
Hartford, CT, for the period 1/1/95-
12/31/97, at an est. $6,220 (HR)
18. Purchase of 50 Smith & Wesson 9mm
double action pistols from Standard Law
Enforcement Co., Longwood, FL, for
$21,597 (PO)
19. License Agreement with New World
Communications of Tampa, Inc. (WTVT
Channel 13) for a radio receiver & related
equipment for the purpose of monitoring
Clearwater Police Department radio
dispatch transmissions for the benefit of
10. Continued.
11. Approved.
19. Pulled. To be considered 9/15/94.
9/12/94
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their TV news production operation (PO)
20. Contract to develop final project design &
permit application re Edgewater Drive
Shoreline Restoration to Coastal
Environmental Inc., St. Petersburg, FL, for
$14,950 (PW)
21. Renewal of contract for parking attendant
services at the Pier 60 and S. Gulfview
parking lots with Republic Parking Systems,
Chattanooga, TN, for the period 10/1/94-
9/30/95, for $260,610 (PW)
22. Joint Project Agreement with Pinellas
County for utility installation by roadway
contractor for the Betty Lane Bridge
Replacement at Stevenson's Creek for an
est. $361,425.75 (PW)
21. Approved.
OTHER ITEMS ON CITY MANAGER REPORT
23. Contract for health insurance to Prudential
Healthcare System of Tampa Bay, Tampa,
FL, for the period 1/1 /95-12/31/95, at an
est. $3,358,877 (HR)
24. Purchase of flood insurance coverages for
specific city owned property for FY 94/95,
at an amount not to exceed $35,000 (AS)
25. Purchase of excess Auto/General
Liability/Workers' Compensation insurance
coverage for FY 94/95, for $283,118 (AS)
26. Purchase/renewal of property & casualty
insurance for FY 94i95, at an amount not
to exceed $418,000 (AS)
27. Contract for purchase of real property on
Clearwater Harbor, lying west of Pierce
Blvd. and south of Pierce 100
Condominium, commonly known as the
"Norman Bie" property from First
Federal/Osceola for $175,000 and related
costs est. at $4,211 for an est. total of
$ 1 79,2 11 (PW) .
28. Contract for purchase of real property
known as 1010 Engman Street, from Alfred
S. and Annie R. Bridges for $14,000 and
related costs est. at $5,460 for an est.
total of $19,460 (PW)
29. Award Sale of $8,110,000 Gas System
Revenue Bonds, Series 1 994A to Prudential
Securities (AS)
9/12/94
23. Approved.
24. Approved.
25. Approved.
26. Approved.
27. Approved.
28. Approved.
29. Approved. Res. #94-79 adopted.
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30. Long Center Board of Directors - 1
appointment (CLK)
31 . Center Foundation Board of Trustees - 1
appointment (CLK)
30. Reappointed William Chisholm.
31. Continued.
32. Other Pending Matters
a) Contract to demolish the unsafe
structure at 630 Drew Street (Old Ice
House) to Howard Jimmie's Demolition, for
$21,800 (CP)
32. a) Continueti to 9/15/94.
CITY ATTORNEY REPORTS
33. Other City Attorney Items
33. None.
34. City Manager Verbal Reports
a) Set meeting to discuss concerns of
Clearwater beach business community
34. a) No Action.
Direction given that one set of city owned
property maps to be maintained in City
Manager's Office.
A video to be sent to those requesting the
Beach Tower RFP package was shown to
the Commission.
The City Manager announced Vision Cable
is now a part of the Time Warner
Entertainment Advance/New House
Partnership.
35. a) Direction given.
35. Commission Discussion Items
a) Town Meeting Format
b) Mayor Feaster's request of County re
Solid Waste
36. Other Commission Action
b) Mayor to send letter supporting Solid
Waste Service Districts.
36. Deeqan requested ability of hotels, etc. to
rent their parking lots be reviewed and a
report be given to the Commission.
He requested recycling of telephone
directories and the Pavillion on the beach be
added to the tracking list.
He requested Mr. Foley's report re water
reuse be copied to the Commission.
He questioned a memo from Tom Miller to
the EAC Chair re the Sunshine Law
requirements for a subcommittee; he
requested the City Attorney Department
review a previous legal opinion on the
subject.
He requested PST A be contacted again re
Route 80 stopping at Osceola and Ft.
Harrison.
9/12/94
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37. Adjournment
FitzQerald distributed 3 documents the
Mayor's Council is to consider at its next
meeting. These are documents for the film
commission.
He reported the U.S. Immigration officials
addressed the TBRPC re refugee issues.
He noted an article in the Nation's Weekly
re a court decision re video dial tone not
being subject to franchise agreements. Ms.
Rice indicated she is working with the
Florida League of Cities and plans to
address this in the upcoming legislative
package.
Thomas reported the Courtney Campbell
corridor has been added as an alternative
route for the hi-speed rail system.
He reported the proposed Sunset Point
overpass project includes an overpass in the
vicinity of the Dimmitt property where there.
is no cross street.
He thought it was time to rethink plans for
the US 19 corridor.
He requested the Commission oppose the
County water rate increase until it has been
adequately justified. Mr. Baker felt this
justification would be forthcoming at the
County public hearing on 9/13/94. It was
agreed the Commission would be informed
on 9/15/94 of what was presented at the
County Meeting and the Commission would
respond if necessary.
37, 5:39 p.m.
9/12/94
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Subject:
CLEARWATER CITY CO MISSION
Agenda Cover Memo andum
SERVICE AWARDS
Recommendation/Motion:
Item # ~
Meeting Date: ~
9/1 ~4
The following employees be presented with servIce l. wards for their length of service tn the
employment of the City of Clearwater.
D and that the appropriate officials be authorized to execut , same.
BACKGROUND:
5 Years:
Stephen C.
Vivien W.
Michael A.
Sarnoff
Ingersoll
Mitchell
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10 Years.;.
William C. Lueders
Bonnie L. Smith
Tina G. Wilson
15 Yea rs :
Barbara E. French
Theresa C. Gryncewicz
Mark E. Goheen
20 Yea r s :
John C. Dean
Kenneth H. Donagan
Zane G, Cecil
25 Yea r s :
Ezell Hunt
30 Yea r s :
Howard W. Huff
Reviewed by:
Legal
Budget
Purchasing
Risk Mgmt.
CIS
ACM
Other
Submitted by:
Central Permitting
Library
Public Works/Solid Waste
Parks & Recreation
Gas System
Office of Management and Budget
Police Johnny S Jackson, Jr.
Po lice Robert D, Barry
Parks & Recreation
Police \Valter J. Blanks
Police John I. Tucker
Parks & Recreation
Public Works/Solid Waste
Public Works/Water
Originating Dept:
Human Resources
Costs
Total
Public Works/Solid Waste
Parks & Recreation
Pu bl ic Works/Pub lie Service
Parks & Recreation
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Commission Action:
D Approved
D Approved w/conditions
D Denied
D Continued to:
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User Dept.:
Current FY
Attachments:
D None
Advertised:
Date:
Paper:
D Not required
Affected parties
D Notified
D Not required
Fundin Source:
o Ca)t. Imp.
D Op rating
o on er
Code:
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TO:
Mayor Rita Garvey
Betty J. Blunt, Confidential Clerk Receptionist
city Commissioners, Betty Deptula, Cyndie Goudeau
FROM:
COPIES:
SUBJECT: Presentation at the September 12, 1994 City commission
Meeting
DATE:
September 12, 1994
The following presentation will be made at the September 12, 1994
City commission meeting.
SERVICE AWARDS
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stephen Sarnoff, Central Permitting (letter of appreication and pin
wi th city seal)
10 years
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Tina Wilson, Office of Management and Budget
appreciation and desk clock)
(letter of
15 years
Barabara French, Police Department (letter of appreciation and
plaque)
Mark Goheen, Parks and Recreation (letter of appreciation and
plaque)
Robert Barry, Parks and Recreation (letter of appreciation and
plaque)
20 years
Zane cecil, Parks and Recreation (letter of appreciation and watch)
30 years
Howard HUff, Public Works/Water (letter of appreciation and ring)
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AGENDA
DATE
9 - 12.. ct)j
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M E M 0 RAN 0 U M
TO:
FROM:
RE:
COPIES:
The Honorable Mayor and Members of the City Commission
A 1 an S. Z i mme t, I n t e rim C i t Y At tor ne y ~
DATE:
Amendments to City Charter
Elizabeth M. Deptula, City Manager
Cynthia E. Goudeau, City Clerk
September 6, 1994
RECEIVED
5EP 0 7 1994
CitY CLERK DIPt.
Attached please find a copy of Ordinance 5691-94, which I have redrafted to
address the City Commission's comments concerning the provisions allowing for the
lease of up to 30 year terms of municipal real property.
I also understand that some question was raised as to why Section 4 of the
ordinance as it refers to the leasing of real property does not incorporate the
changes discussed in Section 2 of the ordinance concerning leasing real property
for 30 year terms. Sect ion 4 does not incorporate these changes because the
Commission decided to separate the changes to Section 2.01(d) into three separate
questions. The only way I could accomplish this is to set forth the proposed
changes to the section in three different sections of the ordinance. Thus, if
all the questions are approved at referendum election, all of the changes to
Section 2.01(d) will be incorporated into the Charter. However, if on'ly the
changes addre ssed in the quest i on ent it 1 ed "C i ty Commi s s i on I s Author i ty to
Purchase Rea 1 Property II are approved at the referendum elect i on, then the changes
to Section 2.01(d) allowing for the leasing of municipal real property for 30
year terms will not be incorporated into the City Charter. Hopefully, this
explains how I have drafted the ordinance.
If you have any questions regarding this matter, please contact me.
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ORDINANCE NO. 5691-94
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
SUBMITTING TO THE CITY ELECTORS PROPOSED AMENDMENTS TO
THE CITY CHARTER WHICH PROPOSES TO AMEND THE CHARTER BY
AMENDING THE POWERS OF THE CITY COMMISSION REGARDING THE
PURCHASE AND LEASE OF REAL PROPERTY; AMENDING THE
PURCHASING AUTHORITY OF THE CITY MANAGER; ESTABLISHING
TERM LIMITS FOR ANY SINGLE ELECTED OFFICIAL;
ESTABLISHING A PROCEDURE FOR CITY COMMISSION APPROVAL OF
CERTAIN NON-BUDGETED EXPENDITURES; PROVIDING FOR A
REFERENDUM ELECTION; AND PROV 101 NG FOR AN EFFECT IVE
DATE.
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF CLEARWATER, FLORIDA,
THAT:
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Section 1. It is hereby proposed that Section 2.01(d)(2) of the City
Charter be amended as follows:
Section 2.01. Commission; composition; powers.
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(d) Limitations. The legislative power provided herein shall have the
following limitations:
(2) All purchases in excess of $10,000.00 shall be awarded to the lowest
responsive and responsible bidder, selected after receiving sealed, competitive
bids from no less than three qualified vendors whenever practicall-]f~YigG.9~
however, that such purchases that are in excess of $25,000 shall be awarQ~9~
the commission. No contract or purchase which is subject to the requiy'efl1cnts
imposed by this paragraph may be split or otherwise awarded ;n a cumulative
manner.
Section 2. It is hereby proposed that Section 2.01(d)(4) of the City
Charter be amended as follows:
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(4) Surp 1 us property. Pr i or to the sa le r donat i on r or other transf~r.: or
to the lease for a term longer than three five years of any municipal real
property, the real property must be declared surplus and no longer needed for
municipal public use by the commission at an advertised public hearing. Except
in the case of ri ght-of -way or easements or transact ions wi th governmenta 1
entities as described herein, no real property may be given away or donated
without prior approval of the qualified voters of the city at referendum.
Real property declared surplus may only be sold to the party submitting the
highest competitive bid above the appraised value, except where the real property
is proposed to be transferred to another governmenta 1 ent i ty. Surp 1 us rea 1 .
property may be transferred to another governmental entity for less than the
appraised value after an advertised public hearing has been held and a finding
by the commission of a valid public purpose for the transfer.
Surplus real property may be exchanged for other real property having a
comparable appraised value.
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No municipally owned real property as of the date the revised charter
becomes ~ffectiYe, identified as recreation/open space on the city's
comprehensive land use plan map as said plan existed on November 1, 1979 (or as
may be added to hereafter), may be disposed * so 1 d , leased or conveyed to
another entity without prior approval of the qualified voters at referendum,
except when the commission determines it is appropriate to dedicate right-of-way
from properties identified as recreation/open space.
R; ght of 'Nay or easements. No right-of-way or easement wh i ch term; nates at,
or provides access to, the water's edge of either a body of salt water or a body
of fresh water may be vacated for the benefit of private individuals. Nothing
contained in this paragraph shall prevent an easement for utility purposes from
being exchanged for a new easement for similar purposes or from converting a fee
interest for utility purposes into an easement for such purposes.
Lcasc~ of real property. The commission has the power to lease municipal
real property for three five years or less without declaring it surplus.
Municipal real property declared surplus may be leased for a maximum of 15 a term
up to 30 years~ , provided, however, nothinq herein shall preclude renewal of any
lease for a maximum of 30 years. Municipal property declared surplus may be
leased for an initial period of time or a renewal period exceedinq 30 years. or
for more than 60 years total , if approved at referendum. Leases of real property
in an industrial park shall provide for continual use for private/public business
purposes and shall provide a reasorable rate of return on the City's investment
includinq a rent escalation clause.
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Industrial park property may be leased up to 30 years with an affirmative
vote of four fifths of the commission after a duly ad'/ertised publ ic hearing-aM
may be leased for a period of time exceeding 30 years if approved at referendum-.
leases of real property in an industrial park shall provide for continual use f-01--
private business purposes and shall provide a reasonable rate of return on--tfle.
city's investment, including a rent escalation clause.
All leases of municipal real property shall contain recapture and reverter
clauses.
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Section 3. It is hereby proposed that Section 2.01(d)(6) of the City
Charter be created to read as follows:
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Section 2.01. Commission; composition; powers.
(d) Limitations. The legislative power provided herein shall have the
following limitations:
( 6.) Any non- budqeted expend i ture in exces s of $5 mill ion mu st be approved
bv the commission in two separate sessions held at least two weeks apart and an
advertised notice of a public hearinq must be given at least five days prior to
the second session.
Section 4. It is hereby proposed that Section 2.01(d)(4) of the City
Charter be amended as follows:
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Section 2.01. Commission; composition; powers.
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(d) Limitations. The legislative power provided herein shall have the
following limitations:
111 Real Property.
f4+lil Surplus property. Prior to the sale or to the lease for a term
longer than three years of any municipal real property, the real property must
be declared surplus and no longer needed for public use by the commission at an
advertised public hearing. Except in the case of right-of-way or easements or
transactions with governmental entities as described herein, no real property may
be given away or donated without prior approval of the qualified voters of the
city at referendum.
( i i) Except as otherwise provided herein. rea 1 property declared sur[U.J!.~_
shall be sold to the party submittinq the hiqhest competitive bid above_t~g
appra i sed va 1 ue whose bid meets the other terms set by the corumi ss i on al'J_9-y~tiS!.
will use the property in accordance with the commission1s stated purpose ._tor
declarinq the property surplus. if any.
Real property declJred surplus ffiJ)' only be sold to the party submitting"the.
-highest competitive bid above the Jppraised value, except INhere the real prOf}or'ty.
is proposed to be transferred to another governmental entity. .
(iii) Surplus real property may be transferred to another governmental
entity for less than the appraised value after an advertised public hearing has
bee n he 1 d and a fin din g by the co mm i s s ion 0 f a val i d pub 1 i c pur p 0 s e for' t II c.
transfer.
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iiYl Surp 1 us rea 1 property may be exchanged for other rea 1 property hav'j rig
a comparable appraised value.
i.Yl No mun i c i pa 11 y owned rea 1 property as of the date the rev i sed chay.ter
becomes effective, identified as recreation/open space on the city's
comprehen s i ve 1 and use plan map (or as may be added to hereafter), may be
disposed of without prior approval of the qualified voters at referendum, except
when the commission determines it is appropriate to dedicate right-of-way from
pr9perties identified as recreation/open space.
( vi ) Right of waY-Br casements-. No right-of-way or easement wh i ch
terminates at, or provides access to, the water's edge of either a body of salt
water or a body of fresh water may be vacated for the benefit of private
individuals. Nothing contained in this paragraph shall prevent an easement for
utility purposes from being exchanged for a new easement for similar purposes or
from converting a fee interest for utility purposes into an easement for such
purposes.
(vii) Leases of real property. The commission has the power to lease
municipal real property for three years or less without declaring it surplus.
Municipal real property declared surplus may be leased for a maximum of 15 years.
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Industrial park property may be leased up to 30 years with an affirmative
vote of four-fifths of the commission after a duly advertised public hearing and
may be leased for a period of time exceeding 30 years if approved at referendum.
Leases of real property in an industrial park shall provide for continual use for
private business purposes and shall provide a reasonable rate of return on the
city's investment, including a rent escalation clause.
(viii) All leases of municipal real property shall contain recapture
and reverter clauses.
(ix) The commission when purchasinq real property whose sales price is
less than $250,000 at a minimum shall obtain an appraisal performed by tl.l~
appropriate city staff. If the sales price of such property is equal to~
exceeds $250,000 but is less than $500,000, the commission shall obtain at least
one appraisal by an independent certified appraiser. If the sales price of such
property is equal to or exceeds $500,000, the commission shall obtain at least
two appraisals by independent certified appraisers.
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Section 5. It is hereby proposed that Section 2.03 of the City Charter be
amended as follows:
Section 2.03. Election and terms.
All commissioners, including the mayor-commissioner, shall be elected for
terms of three years. Terms shall overlap, with the mayor-commissioner and two
commissioners elected one year, and the additional two commissioners elected the
following year.
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A person sha 11 not serve more than six consecut i ve years as a cjj:..Y.
commissioner after which such person shall not hold any city commission SCi~.t.I.
other than mayor-commissioner, for a minimum of three years.
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A person sha 11 not serve more than six consecutive years as mayor-
commissioner after which such person shall not serve as mayor-commissionec o~
hold any city commission seat for a minimum of three years.
Newly elected commissioners shall take office and be sworn in on the first
Thursday in April.
Sect i on 6. A referendum elect i on is hereby ca 11 ed and will' be he 1 d on the
8th day of November, 1994, at a special municipal election, for the consideration
by the voters of the City of Clearwater of the proposed Amended Charter. The
questions to appear on the referendum ballot reflecting the proposed amendments
to the Charter at the special election scheduled for November 8, 1994, shall be
as fo l1ows:
CITY MANAGER1S PURCHASING AUTHORITY
Shall Section 2.01(d)(2) of the City Charter be amended as provided in
Ordinance 5691-94 to change the City Manager's purchasing authority from
$10,000.00 to $25,000.00, while sti 11 requiring competitive bidding for purchases
exceeding $10,OOO.00?
'. "" ...'.....: .' '.': '.' ':..<''':' ............. ~:" ~:...'. .,~:.......:...:....,:-- :....:.>....~"..:..,: ....::>......>
. ." .' . . ,,' . . I ~ ~ ",'. " , . ...' . . . . " ' ., .. '. ...:..' .
YES -
NO -
For amendment to City Charter
Against amendment to City Charter
CITY COMMISSION1S AUTHORITY TO DONATE AND LEASE
REAL PROPERTY
Shall Section 2.01(d)(4) of the Charter be amended as provided in Section
2 of Ordinance 5691-94 to require the commission to declare real property surplus
at a public hearing before donating or otherwise transferring it, and to allow
the commission to lease property for up to 5 years without declaring it surplus,
and if declared surplus, for terms up to 30 years, not exceeding 60 years total,
unless approved at referendum?
YES -
NO -
For amendment to City Charter
Against amendment to City Charter
CITY COMMISSON1S AUTHORITY TO APPROVE
NON-BUDGETED EXPENDITURES
Shall Section 2.01(d)(6) of the City Charter be created as provided in
Ordinance 5691-94 to require two public hearings before the commission approves
a non-budgeted expenditure in excess of $5 million?
YES -
NO -
For amendment to City Charter
Against amendment to City Charter
CITY COMMISSION1S AUTHORITY TO PURCHASE
REAL PROPERTY
Shall Section 2.01(d)(4) of the Charter be amended as provided in Section
4 of Ordinance 5691-94 to require that the commission obtain an appraisal before
purchasing real property, requiring an independent certified appraisal if the
sa 1 es pri ce exceeds $250,000, but is 1 es s than $500,000, and 2 independent
certified appraisals if the sales price exceeds $500,000 and to provide that real
property declared surplus be sold to the highest bidder meeting terms set by the
commission?
YES -
NO -
For amendment to City Charter
Against amendment to City Charter
CITY COMMISSION TERM LIMITS
Shall Section 2.03 of the City Charter be amended as provided in Ordinance
5691-94 to limit the term of office of any single elected official to no more
, 5
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. .
than 6 consecutive years as Commissioner and no more than 6 consecutive years as
Mayor-Commissioner commencing with the date of the next election for each
Commission seat?
YES -
NO -
For amendment to City Charter
Against amendment to City Charter
Section 7. The City Clerk is directed to notify the Pinellas County
Supervisor of Elections that the referendum items provided above shall be
considered at the election to be held on November 8, 1994.
Section B. This ordinance shall take effect immediately upon its passage
and adoption. The amendments to the City Charter provided for herein, shall take
effect only upon approval of a majority of the City electors voting at the
referendum election on these issues. and upon the filing of the Amended Charter
with the Secretary of State.
PASSED ON FIRST READING
PASSED ON SECOND AND FINAL READING
AND ADOPTED
Date:
Date:
1
I
1
RITA GARVEY, Mayor-Commissioner
APPROVED AS TO FORM AND LEGAL SUFFICIENCY:
Attest:
ALAN S. ZIMMET, Interim City Attorney
CYNTHIA E. GOUDEAU, City Clerk
"
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Clearwater City Commission
Agenda Cover Memorandum
?5.
Item #
Meeting Date:
q ~ I ~ ~ q'l
SUBJECT:
DECLARATION OF SURPLUS PERSONAL PROPERTY AND DISPOSAL AUTHORIZATION
RECOMMENDATION/MOTION: Declare the following list of personal property surplus
to needs of the City of Clearwater and authorize disposal through Tampa Machinery
Auction, Tampa, Florida, in accordance with Sec. 2.622, Surplus Sales over
$5,000.00 Code of Ordinance
~ and that the appropriate officials be authorized to execute same.
!..:
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BACKGROUND: General Services/Fleet Administration has removed the following items
from service and recommended declaration as surplus and disposal. Each item has
been inspected by the Fleet Administrator and Director of General Services:
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NUMBER YEAR
1346.22 78
9882.1
1691.589 82
9882.7 85
2061.125 85
1343.7 85
1673.1 85
1440.3 85
2090.59 85
1360.2 85
2080.152 85
1720.2 85
1602.13 85
1679.6 86
2061.131 86
2080.170 86
2051.9 86
2053.1 87
MILEAGE
0.00
50579.00
129720.00
103898.00
80841.00
64949.00
9897.00
62069.00
67156.00
56514.00
103384.00
99924.00
70991.00
12182.00
101582.00
86420.00
97938.00
91307.00
MAKE/MODEL
Kent
Chevrolet/Sl0
Chevrolet/Sl0
Chevrolet/Sl0
Chevrolet/Sl0
Chev.jCrew Cab
Cushman/8985308510
DodgejRam50
DodgejRam50
DodgejRam50
DodgejRam250Van
DodgejRam250Van
Pontiac/Grandpr.
Cushman/89853086/0
Ford F250
Ford Ranger
Ford/RangerXL
Ford Ranger
s I N
91 KB91033
1GC8S14A4C2166381
1GCBS14EIF2201014
1GC8S14E5F2194049
1GCBS14E9F2194054
1GCHC33J6FS142267
1CUMH2224FL002152
JB7FP2403FP702764
JB7FP24DOFP702835
J87FP2405FP702720
2B4HB21H7FK207311
2B4H821H9FK207312
2G2GJ37A5F2249725
lCunh2225GL006636
1FTHF25Y2GNA28102
1FT8RIOA3GUC72641
1FTCR11T7GUA89828
1FTCRIOA2HU022869
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All items will be sold to the highest bidder at Tampa Machinery Auction, Tampa,
Florida, the County Cooperative Auctioneer of record. Proceeds will be returned
to the Garage Fund, which is original owner of the property.
(
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Reviewed by:
Legal N/ A
Budget ~
Purchasing( ..
Risk Mgmt,
DIS NI A
ACM
Ot
Origin~ting Dcpt:
Administrative Services
Costs: $ 0.00
Total
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$
Current Fiscal Yr.
Commission Action:
o Approved
o Approved w/conditions
o Denied
o Continued to:
User Dcpt:
Advertised:
Dote:
Paper:
181 Not Requi red
Affccted Parties
181 Noti fied
o Not Requi red
Funding Source:
o Capital Imp.
o Operat i ng
o Other
Attachments:
Submitted by:
Z~
181 None
Appropriation Code:
. .' . . .. . ~ ",;, ' ' .,' '. " '.' .... ,_ " ". ' ',' '" ~ , " . '.' . _. ~;'. , . . . ,. I ;,. '...,.
Clearwater City Commission
Agenda Cover Memorandum
Item #
Meeting Date:
q,
cr, I ~ .rr~
SUBJECT:
Purchase Novell network operating system upgrade for eleven (11) Local Area
Networks
RECOMMENDATION/MOTION:
Ratify and confirm the emergency purchase, by the City Manager, of Novell
Netware software upgrades for eleven (11) Local Area Networks at a cost of
$18,128 from InaCom Information Systems, Tampa, being the lowest and most
responsible bid submitted in accordance with the specifications
,
'::
~ and that the appropriate officials be authorized to execute same_
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BACKGROUND: Novell Netware is the City's standard network operating system.
City networks currently utilize version 2.X and 3.X of this software. Novell
will be suspending support on Netware version 2.X next year, which will make it
virtually impossible for Information Services (I.S.) to provide continued user
support. Twelve of the 28 networks in the City are running on the 2.X version
of the product. This upgrade will allow I.S. to continue to provide network
services to these areas as well as reduce the total number of versions
supported in the City, facilitating staff education.
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The following is a list of networks that utilize version 2.X:
City Manager
Central Permitting
Risk Management
utility Customer Support
Marine
Fire Department
Parks & Recreation
General Services
Fleet Administration
Building & Maintenance
Information Services
010-09211-564300-512-000
010-01430-564300-524-000
590-09830-564300-590-000
555-09884-564300-590-000
432-01371-564300-575-000
010-01240-564300-522-000
010-01601-564300-572-000
566-06611-564300-590-000
566-06611-564300-590-000
566-06611-564300-590-000
555-09863-564300-590-000
$ 1,648
1,648
1,648
1,648
1,648
1,648
1,648
1,648
1,648
1,648
1,648
$18,128
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N/A
DOAS
"
rr Costs:
Reviewed by:
Legal
Budget
Purchasing
Risk Mgmt.
IS
ACH
Other
Originating Dept:
$ 18. 128.00
Total
Commission Action:
o Approved
o Approved w/conditions
o Deni ed
o Continued to:
$ 18.128.00
Current Fiscal Yr.
((7\)
Advertilicd:
Dote: 06-03-94/06-10-94
Paper: Tampa Tribune/Pinellas
County Review
o Not Requi red
Affected Parties
o Notified
181 Hot Requi red
Funding Source:
o Capital Imp.
rgJ Operating
o Other
Attachments:
Bid tab
Bid surrrnary
SlbDi tted by:
. CJ,jl.~
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~~ Printed on recycled paper
o None
Appropriation Code:
See attached
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These funds will be made available through a mid-year and third quarter
amendment at the request of the city Manager. The Police Department was
originally included in this project, but due to possible major changes to the
existing network, they have requested that this upgrade be postponed until
after the recommendation of the Consultant. This change will result in a $1,648
decrease in the quoted bid.
This emergency purchase was prompted by the withdrawal of the bid price by
Inacom after July 31, 1994. The pricing offered on the bid was based on a
promotional special given by the Novell Company which expired on July 31, 1994.
The Novell discount amounted to $500 per copy times eleven copies for a total
of $5,500.00
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BID RESPONSE FORM (164-94)
Unit Total
Price Price
q'I~'~~
Item Qty.
No.
Commodity Description
pgrade Novell 2.X to Novell
.12. All are user versions
to 100 user versions.
$
$
12 ea.
1.
on CD-ROM
Please return two (2) copies of Bid Response
F.O.B. CLEARWATER
Delivery:
after receipt of order.
Payment terms:
Contact George enty, 813/462-6674, with questions regarding
this bid.
BIDDER REPRESENTATION
I represent that this bid is submitted in compliance with all
terms, conditions and specifications of the Invitation for
Bid and that I am authorized by the owners/principals to
execute and su mit this bid on behalf of the business
identified below.
FID#
BUSINESS NAME:
STREET .ADDRESS:
CITY, STATE, ZIP CODE:
PRINT/TYPE N~~ OF AUTHORIZED REP:
TITLE/POSITION OF AUTHORIZED REP:
SIGNATURE OF A THORIZED REP:
TELEPHONE
DATE SUBMITTED:
FAX NUMBER:
I
-3-
. ':'. . ":.' . '. .. ..... . ',: . - '. ..... . '. ~ .... " . . .:' ". . . ~ .'. . . ;; ..... .'.... .'
The paperwork for this item (#10) moved to 9/15/94
. ~,
CITY OF CLEARWATER
P.O. BOX 4748
CLEARWATER, FLORIDA 34618-4748
City Commission
MEMORANDUM
TO: Betty Deptula, City Manager
COPIES: Mayor, Commissioners
-------------------------------------------------------8---- - -----------------------------------------------
Please remove from the Consent Agenda, item number 10 with regards to Vehicle Transmission
Repair Suncoast Industries and Amoco. I e a complete analysis on the Mr.
Transmission letter and a review by staff to provide a detail response to that letter. Please bring
forward in that response all data that Mr. Transmission is referring to in his letter to verify
whether his claims are true or false.
FROM: Fred A. Thomas, Comnlissioner
DATE: September 8, 1994
SUBJECT: Vehicle Transmission Repair
In the event the data is not available, postpone the item until such time as a full disclosure of
this contract is reviewed by the Commission. Thank you.
FAT/sr
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TO:
FROM:
COPIES:
SUBJECT:
DATE:
l\1EM0 RANDUM
Mayor and City Commissioners
Kathy S. Rice, Deputy City Manager ~R-
Betty Deptula, City Manager
Dick Hull, Assistant City Attorney
Mr. Transmission
September 9, 1994
~\G)
Please be advised that Mr. Transmission filed a bid protest letter on June 16 which we responded to
at the Purchasing Office level. Kathy Rice responded to the bid protest at the City Manager's level
on July 7 stating the City would not delay the opening of the bids any longer. The bids were opened
at 10:00 a.m. on July 11 at the Purchasing Department.
We have reviewed the bids and feel confident that the bid procedures were met and responded to
according to our adopted procedures. We are responding to their public records request of August 24.
We feel confident that the questions in Mr. Transmission's letter have been addressed in the bid
protest responses and we are awarding the bid properly. Since Mr. Transmission has stated that we
should prepare for potential litigation, Mr. Dick Hull, Assistant City Attorney, is handling all the
information relating to this case.
MR. ~RANSMISSION
. . 19100 U.S. 19 North
- Clearwater, FL 34624
C/-er/~ V
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Commissioner Fred Thomas {
112 South Osceola Avenue
Clearwater, Florida 34616
t~fJP8E8 TO:
CfllVIIVIfSSlnn,
pr't:"~c
11,_..,.
DEite "SEP 0 6 J994
CITY CLt:ht\
see =- I ()
August 6, 1994
Dear Commissioner Thomas:
Thank you for taking the tiIi\e to talk to me on the telephone
recently. As you suggested, I am writing you, the Mayor, and the rest
of the commission this letter to outline my concerns regarding the
City's upcoming transmission repair contract. As you are aware, the
City staff has recommended award of a contract for transmission service
work in conjunction with Invitation for Bid 157-94. My company, Mr.
Transmission, was one of two firms submitting bids for this work.
Although I believe my bid was the lowest responsible bid submitted, the
City staff has recommended that the contract be awarded to the other
bidder. I believe the commission should reject this recommendation
because. I have submitted the lowest responsible bid.
In its "Agenda Cover Memorandum", the City Staff has advised you
that ~ bid was not responsive to the bid specifications because it
omitted various pieces of information. Although this information was
omitted, I believe that my bid is responsive and that you should ward
the contract to Mr. Transmission. The City'S Purchasing ordinance
states that you ~ reject bids which do not strictly confonm to the
required specifications, but it does not require you to do so. In that
same ordinance, the City expressly reserv'es the right to waive
inconsequential deviations where the change does not result in an
increase in price to the City.
The omission of information in Mr. Transmission's proposal is
inconsequential because the City already has sufficient information to
evaluate the company. Mr. Transmission is the City's current vendor for
these services, and therefor the City is very familiar with the company.
You should, also be aware that my company has performed admirably during
the past year, and I have yet to receive a single verbal or written
complaint regarding our level of service.
In addition to the fact that the omission of information in my bid
is inconsequential, the award of this contract to Mr. Transmission will
result in a decrease in prices to the City. While the City Staff
neglected to compare the bids received on a dollar basis, my
calculations reflect a savings in excess of $17,000.00 as result of
award to my company. Finally, the City has waived objection to the
omission of this same information in the same contract in the past.
Last year, I was the apparent low bidder. Last year, this information
was also requested. Last year, I did not include it in ,my bid. Last
year, the City Staff concluded my bid was responsive. This year, I ~
the apparent low bidder. This year my bid is responsive.
The City Staff has not provided the Commission with sufficient
information to make a decision regarding this contract. You will note
that the lIAgenda Cover Memorandum" on this subject does not compare the
bids received on a dollar for dollar basis. I formally asked for all
other records involved with this process under Florida Statute 119, but
apparently no such comparison exists. I called Mr. Baird to verify this
and was told that no such comparison was made. In light of this, I am
surprised to read in the "Agenda Cover Memorandum" that "[T]he bid
received was analyzed and estimates were calculated for the number of
routine service and transmission repairs in a twelve month period;.. .."
Either the City failed to provide us with these records as we formally
requested, or this statement in the memorandum is in error. At any
rate, if the City Staff actually completed the estimate they claim they
did, they should have analyzed my bid in similar manner so that you
could see the difference in cost.
One thing I did receive as a result of our public records request
was a copy of a bid package circulated amongst City Staff which included
the handwritte~ notation "How many rebuilds vs exchanqes". If the staff
had taken the time to answer this question, they would have reported to
you that our proposal saves the City thousands of dollars by providing
the option of rebuilding transmissions at a greatly reduced price
compared to simply exchanging the transmission. Someone on the City
Staff recognized this aspect of our bid, but they have chosen not
evaluate it or present it to you. I have completed an analysis of the
two bids received and attached it to this letter for your convenience.
I believe the City Staff has the duty to present you with a similar
analysis, and I respectfully suggest that the only way you can make an
informed decision on this matter is to direct the City Manager to supply
you with such an analysis.
As the City Staff's "Agenda Cover Memorandurnll on this issue points
out, I protested this bid prior to the proposals being opened. I did
this because I believe that the bid specifications did not allow enough
time for response or provide sufficient information. This contract will
effectively tie up all of the City'S transmission service business for
three to five years. If the City desires to remove these purchases from
the scrutiny of the public bidding process for that extended period of
time, it seems appropriate to allow prospective bidders more than two
weeks in which to consider their response. More importantly, the
specifications failed to provide any estimate of quantity of services
which thel~ity would be expected to purchase under the contract. The
lack of a quantity term deprives the City of an objective method of
detennining the lowest bidder. More importantly, the lack of a quantity
term invites higher unit prices because bidders canlt depend on a given
volume of work when deciding whether they can pass on any savings to the
City.
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I also found the bid specifications to be objectionable because of
the requirements surrounding preventive maintenance. MOfe specifically,
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the City s requiring that vehicles be picked up, serviced, and returned
within tw and one half hours of notification by the City. This
requirerne t adds additional cost because the vendor has to be constantly
prepared 0 react on a moment's notice. While I can understand that
such serv ce may be required in emergency situations, I do not
understan why it is so important to preventive maintenance. As the
City staf points out, preventive maintenance is required during major
service 0 a vehicle. Certainly major service requires some forward
planning n the part of the City. It would seem that with minimal
planning, the City could provide more than two and one half hours
notice. n addition to inviting higher unit prices, this requirement
limits th competition in the bidding process. By requiring unnecessary
standby c pacity, the City has limited the number of bidders able to
provide s ch service. This might not be so important if the City had
received ore than two responses to the advertisement for bids. When
the City is unable to attract more than two bids on such commonly
available service, it should be clear to everyone that something is
wrong. This should be of even greater concern in light of the fact the
City of CI arwater's Charter requires at least three bids wherever
practical. When less than three bids are received, I believe the City
has a duty to insure that it is doing everything possible to make it
practical 0 obtain three bids. This simply has not been done in t.his
case.
Final y I have objected to the bid specifications because I
believe th y represent a continuation of the unfair treat~ent Mr.
Transmissi n has received under its current contract with the City. The
General 5e ices Department has continuously badgered Mr. Transmission
about pick ng up and delivering its drivers even though this is not
required b the contract. The City has effectively admitted this
interpreta ion of the contract in that it has continued to delivered its
vehicles t us. The City has further acknowledged the lack of any such
requirement in the current contract by totally re-writing the
specificat ons for the upcoming contract. If the current contract were
so clear or this matter, why would the City change the language in this
year's spe ifications?
Althotgh the General Services Department has apparently given up
on demandi 9 services which are not provided for in our current
contract, 't has apparently chosen to penalize Mr. Transmission by
withholdin work. The City'S own records indicate that the volume of
transmissi n maintenance and repair purchases have declined drastically
during our contract as compared with the previous two years. Apparently
transmissio s the City of Clearwater has either been extremely lucky
this year,i regards to breakdowns, or it has been lax in responding to
its contractual duties and maintenance of its equipment. I feel that my
company as ell as the taxpayers and their elected representatives are
entitled to explanation.
Betwee lO/1/91 and 8/20/93, City records reflect the purchase of
nearly $120 000.00 in transmission service and repairs. To the best of
my knowled~ ' none of these purchases were procured by competitive bid.
In January f 1993, I asked the City some hard questions about this. At
that time tle City responded by improving its purchasing pract.ices to
. \ ".' ;. . ".
<:"":"1 ~~~."
comply with its Charter and by procuring this service through
competitive bid. As a result of competitive bidding Mr. Transmission
obtained the first transmission service contract let by the City and has
performed its obligations admirably. Apparently the City staff agrees
with this because I have yet to receive a single verbal or written
complaint 'from the City regarding the quality of service provided. Now
it appears that the City is again backing away from its duty in regards
to competitiv~ bidding, and again I am asking some hard questions.
I respectfully submit to you that I am the apparent low bidder on
this work and that my bid is responsive. Therefore, I ask that you
award this contract to Mr. Transmission as yo~ did last year. I further
believe that if and when the City Staff presents you with the proper
information, that all will agree that this is the correct decision. I
also believe that it is necessa~ and appropriate that you inquire into
Staff's handling of the current contract as well as this bid. I
sincerely believe that in our previous questing of the City'S purchasing
practices, as well as in the.performance of our contract, we have
provided the City with a valuable service. Unfortunately, I also
sincerely believe that my company and I are being treated unfairly for
our efforts. I feel we are owed an explanation if for no other reason
than to assure citizens and businesses in Clearwater that they may
question the City's policies without fear of retribution.
Thank you for your assistance in this matter. Please call me at
your convenience if I may be of any further service.
,.
SincerelYM, "7
-..:1/J/A ~ J //
L 'fIY"1/f.( J ,~.~
Gene Paul, President
ce. Mayor Rita Garvey
Commissioner Sue Berfield
Commissioner Arthur Deegan
Commissioner Richard Fitzgerald
..' , , . ~,,' ~".. ," ,
. ' . ~ . . ." . . . . . .'. '. .....' .. .{
, ~~~-'-~-~~~~::~.~-~~~~~~-~~~-~~~~~~'~~~-~--'
ESTI:MA'I'ED COST POR TRANSMISSION SERVICE
FOR IAIGBT VEHICLES
Submitted By:
Mr. 'I'ransmission.
Estimated Savings on 'l'ransmission Service
Mr. Transmission submitted lower prices overall for transmission
service work. In addition, Mr. Transmission's price structure gives the
City a more cost effective choice when repairing transmissions which are
not severe'ly damaged or worn. The other bid received presents the City
with an "all or nothing" approach because in most cases the price quoted
for rebuilding a transmission is the same as that for a an exchange
unit. The estimated savings are as follows:
Estimated Cost for Remove/Rebuild/Install
Suncoast Industries, Inc.
Mr. Transmission
Net Savings (Cost)
$19,380.00
$12,446.00
$6,934.00
Estimated Cost for Remove/Exchange/Install
Suncoast Industries, Inc. $12,535.00
Mr. Transmission 511,425,00
Net Savings (Cost) $l,llO.OO
Based on Mr. Transmission's current contract, approximately 2/3 of
transmission repairs involved problems for which Remove/Rebuild/Replace
would be appropriate as compared to approximately 1/3 being ap~ropriate
for an exchange. The savings for transmission service should be 2/3 of
$6,934.00 plus 1/3 of $1,110.00, or a total of $4,992.67.
Estimated Cost of Transmission Preventive Maintenance
Due to the changes in the City's specifications, Mr.
Transmission's prices for preventive maintenance have increased over
last year~s bid. Mr. Transmission's unit prices for preventive
maintenance are higher than those submitted by Suncoast Industries, Inc.
.Estimated Cost for Preventive Maintenance
Suncoast Industries, Inc.
Mr. Transmission
Net Savings{Cost)
$1,950.00
$3.053.01
($1,103.01)
- . . ' ~, . .' . .
. '. ,,'.,,"..,.....,~ ....',..',.... "':,'.'.' ,,'" ,,'."..<.". ......,...... ..'.... ..':.~ . .... '..',.1..........: .',,'
Estimated Net Savings Realized by Award Contract to Mr.
Transmission
Although Mr. Transmission's unit prices for preventive maintenance
are higher than those submitted by Suncoast Industries, Inc., the
additional cost is outweighed by the savings to be realized from Mr.
Transmission1s lower repair prices. It should be noted that last year
the City analyzed prices for preventive maintenance based on an
assumption that every unit would receive preventive maintenance. Mr.
Transmission's experience during the past year indicates that only a
small percentage of City vehicles receive such service in a given year.
The amount of preventive maintenance differs from repair work in that
the City has absolute control over how many vehicles it wishes to
receive preventive maintenance. Repair work, on the other hand, occurs
on an as needed basis which the City can only indirectly control.
Therefore, this analysis is based on the actual number of preventive
maintenance purchases the City made during the current contract, while
repair work has been patterned after Staff's analysis last year as well
as the approximate amount of work occurring over the past three years.
The estimated net savings to be realized by awarding the contract
to Mr. Transmission is therefor:
Savings in Conjunction with Transmission Repair
Costs in Conjunction with Preventive Maintenance
Resulting Net Savings
$6,934.00
$1.103.01
$5,830.99
Because this contract is to be awarded for a period three years,
the total estimated net savings to be realized by award of this contract
to Mr. Transmission is $17,492.97.
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TO:
FROM:
COPIES:
C I T Y 0 F C LEA R W ATE R
Interdepartment Correspondence
aon Long, Assistant Fleet Administrator
George McKibben, Purchasing Manager
Bill Baird, Director/General Services
RECEI\/ED JUL 1 2. 1991c.
SUBJECT: Bid 157-94, Transmission Service
DATE: July 11, 1994
Please furnish the following information so that we can
complete processing your requirement(s):
1 . ( )
2. (X)
3. (X)
4. ( )
5. (X)
GM
Purchase Order Contract expires on / /
If you r~quire contract renewal, submi~purchase
requisition with quantities, item descriptions and
specifications as applicable.
Evaluate bids/quotes and make award recommendation.
Narrative justification signe~ by Department Direc-
tor is required if recommendation other than to low
bidder. Earliest bid/quote expiration date 10/09/94
Agenda item required.
P.o. must be issued by date
price extension may be required.
or
". .' .
. .; .', ", .':,' ........ ..... .... .'. '..... .'. .'. . . ". . . .: '... . .... .... ......' ....
. .
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r)"-'J ,',yr-
.-1lviLlrv,
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06/10/94
/ /
06/03/94
_/_/-
/~
j:;
CITY or CLURWATP.
BID 157-'. OPEH%D JULY 11. 1".
IS 10 TAB
PAGE 1 OF 3
TRAHSKISSION SIRVICK
SUNCOAST INDUSTRIES
AAMCO TRANSMISSIONS
CLEARWATER, FLORIDA
HR, TRANSMISSION
CLEARWATER. FLORIDA
!fQ..:.
ITEM DESCRIPTION
I. NUMBER OF SHOPS IN CLENRWATER
2
1
1
7
YES
6 MONTHS/GOOO MILES
YES
YES
GENE PAUL
535-5541
UNIT
~
"
295.00
'495.00
.
39.95
495.00
795.00
39.95
295.00
495,00
39.95
295.00
495.00
39.95 i
.. .\
1
175.00 I
275.00
29.95
175.00
295.00
29.95
II. NUMBER OF SHOPS IN PINELLAS COUNTV
2
III, 'tEARS IN CONTINUOUS OPERA'l'ION
21
IV. CITY WILL BE GIVEN PRIORI'l''t
YES
V_ WARRANTY COVERAGE
6 MON'l'HS/UNLIHITED
VI. EXTENDED WARRAN'l'Y AVAILABILITY
. YES
VII. DEFECTIVE PARTS RETURNED
YES
VIII. CONTACT PERSON: NAME
PHONE
BILL GOODWIN
447-H3l
SKDANS AND SHALL TRUClCS - ITEMS 1 THRU 15
UNIT
~
1.
G.M. 12SC
- REMOVE/~ILD/INSTALL
- REMOVE/EXCHANGE/INSTALL
- PREVENTIVE MAINTENANCE
G.M. 440 J
- REMOVE/REdUILD/INSTALL
- REMOVE/EXCHANGE/INSTALL
- PREVENTIVE MAINTENANCE
G.M. 200Rt
- REMOVE/REBUILD/INSTALL
- REMOVE/EXCHANGE/INSTALL
- PREVENTIVE MAINTENANCE
G.M. 700R4
REMOVE/REBUILD/INSTALL
- R&MOVE/~CHANGE/INSTALL
- PREVENTXVE MAINTENANCE
G.M. 350 TURBO
- REMOVE/REBUILD/INSTALL
- REMOVE/EXCHANGE/INSTALL
- PREVENTIVE MAINTENANCE
G.M. 400 TURBO
- REMOVE/REBUILD/INSTALL
- REMOVE/&XCHANGE/INSTALL
PREVENTIVE MAINTENANCE
345.00
345.00
17.50
· 495.00.. ~
. 495.00
. 24,50
:2
895.00
IP AVAILABJ..E 1
,
24.50
3
495.00
495,00
H.50
"
495.00
495.00
2..50
5
295.00
295.00
17 .50
6
, . .' ." - . ,- " " .' : '-': . ',..." '. ."'. ' ,.' " ' ': ...',', .', .'. ,... ,.".' " .' . '.
. d '.. . ~. .' .... , '. ' , . " ~," I .'. I .. . . \', . . . I . .' .'. ~, ' . '.
. .'l
BID RESPONSE FORM (157-94)
G\t'~,~~ ~ f
J:=- { 0
Commodity Description
Transmission Service
(See Specifi~ations and Response forms
in the bid package)
F.O.B. Clearwater, FL
Contact John Stafford, 813/462-6833 for questions regarding
this bid.
BIDDER REPRESENTATION
I represent that this bid is submitted in compliance with all
terms, conditions and specifications of the Invitation for
Bid and that I am authorized by the owners/principals to
execute and submit this bid on behalf of the business
identified below.
BUSINESS NAME:
FID#
STREET ADDRESS:
CITY/STATE/ZIP:
PRINT/TYPE NAME OF AUTHORIZED REP:
SIGNATURE OF AUTHORIZED REP:
DATE SUBMITTED:
TELEPHONE:
FAX NUMBER:
-3-
l
PART I
GENERAL INFORMATION, TERMS AND CONDITIONS
1. Purpose
The purpose of this invitation for bid is to establish an annual
contract for automatic transmission repair/replacement and
scheduled maintenance services on city of Clearwater vehicles.
2. Waiver
The city of Clearwater reserves the right to waive any
informality or minor variance in any bid, and to reject any or
all bids. The city further reserves the right to enter into any
contract as a result of this invitation to bid.
3. Interpretation of Specifications
Any request for interpretation of any term, condition, or
specification contained herein must be made at least ten (10)
days prior to bid opening to allow sufficient time to notify
other prospective bidders of any changes and/or clarifications.
Should the bidder find any discrepancy in or omission from these
specifications, or should their intent or meaning appear unclear
or ambiguous, or should any other question arise relative to
these documents, the bidder must notify the Purchasing Officer
first verbally and then i~ writing at least ten (10) days prior
to the bid opening date. The bidder making such request will be
solely responsible for its timely receipt by the city. Replies
to such notices may be made in the form of addenda to these
documents.
4 .
Contract Period
The contract shall be for three (3) years commencing on
October 1, 1994, after the approval by the city commission.
contract may be extended for additional one (1) year periods
consent of both parties after the first contract.
The
by
5. Scope of the Contract
The requirements of this contract are for the continuous upkeep,
maintenance, service, and repair of city-owned vehicles. The
City will not be responsible for any parts or supplies maintained
by the contractor covering any city equipment that may be
disposed of during the term(s) of this contract.
6. Contract Changes
Contract changes shall be accompliShed by amendments to this
contr~ct. Administrative procedures not affecting contract terms
and conditions may be established as mutually agreed on by
appropriate city representatives and the contractor.
7. Assiqnment of Contract
Neither this contract, nor any portion thereof, shall be assigned
except by formal approval of the City Commission. No such
approval will be construed as making the City a party of or to
such assignment, or subjecting the City to liability of any kind
to any assignee. No subcontract shall, under any circumstances,
relieve the contractor of his liability and obligation under this
1
~.' . . , ' ','". 'h . . ' " . , . ~ . " , .. '",'" . _ I " '
~
I .
~
J
PART I
GENERAL INFORMATION, TERMS AND CONDITIONS
~
contract, and despite any such assignment the City shall deal
through the contractor.
~
~
~
~
~
II
~
~
~
~
8.
Arbitration Board
If there is any dispute that cannot be resolved by agreement,
then an Arbitration Board will be formed consisting of one member
selected by the contractor, one member selected by the city, and
the third member selected by the first two members. Both parties
must abide by the decision of the Arbitration Board. The party,
against whom any decision is made, will bear any costs including
any payments to the aroitrators.
9. Insurance/Hold Harmless
The contractor shall not commence work under this contract until
he has obtained all insurance under this section:
a.
Worker's
naintain
expense,
law.
Compensation. The contractor shall provide and
during the life of this contract, at his own
Worker's Compensation Insurance as required by
b. comprehensive General Liability. The contractor shall
provide and maintain during the life of this contract, at
his own expense, Comprehensive General Liability insurance
including protection for liability arising out of premises,
operations, independent contractors, and contractual. The
policy shall be extended to provide for personal injury
liability, and broad form property damage liability. The
contractual coverage must specify that it overs the hold
harmless agreement which is part of this contract. The
limits of liabiiity shall be as follows:
$100,000 per person
$300,000 per accident for bodily injury
c. comprehensive Automobile Liability. The contractor shall
provide and maintain during the life of the contract, at his
own expense, comprehensive automobile liability insurance,
for any vehicles used to manage and maintain the stores
operation, including protection for liability arising out of
owned, non-owned and hired vehicles. The policy shall be
extended to provide contractual coverage for the hold
harmless agreement which is part of the contract. The
limits of liability shall be as follows:
(1) Bodily Injury Liability - $100,000 each person, and
$300,000 each occurrence.
(2) Property Damage Liability - $25,000 each occurrence.
v
~
2
PART I
GENERAL INFORMATION, TERMS AND CONDITIONS
'. \ '
j
-:
:
'.
,
d.
Hold Harmless Agreement. The contractor agrees to indemnify
and hold harmless the city of Clearwater, its agents and
employees, from and against all loss or expense (including
court costs and attorney's fees) by reason of liability
imposed by law upon the City of Clearwater for damages
because of bodily injury, including death.at any time
resulting therefrom, sustained by any person or persons or
on account of damage to property, including loss of use
thereof, caused by or contributed to, by either direct or
indirect action, of the contractor, its agents or employees.
-:
)
Ii
"i
."
e. certificate of Insurance. The contractor shall furnish the
city's Purchasing Officer prior to the start of any
operations under this contract, satisfactory proof of
insurance coverage with an insurance company satisfactory
and acceptable to the city. To be acceptable to the city,
each insurance certificate must contain a clause
substantially as follows:
"Should any of the above described policies be canceled
or undergo material change before the expiration date,
the issuing insurance company will mail within thirty
(30) days written notice to the City of Clearwater.
The interests of the City shall be included under such
policies (except Worker's compensation) as an
additional insured for all losses arising out of this
agreement."
10. Qualifications of Bidder
The city may make such investigations as it deems necessary to
determine the ability of the bidder to perform the terms,
conditions, and specifications contained in this "Request for
Bid." Data required to be included in your bid is outlined
elsewhere in these documents.
The city reserves the right to reject any bid if, in the opinion
of the City, the evidence submitted by, or investigation of, such
bidder fails to satisfy the City that such bidder is properly
qualified to carry out the obligations of the contract.
11. On site Inspection
The City retains the right to perform an "on site" inspection of
the bidder's facilities that will be used and in support of this
contract.
3
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f
PART I
GENERAL INFORMATION, TERMS AND CONDITIONS
12.
Award
The city of Clearwater reserves the right to award a contract or
to reject any or all bids. Prior to the award of a contract, the
city may require the bidder to submit information and data in
addition to that required by these documents. In determining the
lowest responsive and responsible bidder, in a~dition to price,
the city shall consider, but not be limited to, the following:
a. The ability, capacity, and skill of the bidder to perform
the contract or provide the service;
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b. Whether the bidder can perform the contract or provide the
service promptly, or within the time specified, without
delay or interference;
c. The character, integrity, reputation, judgment, experience,
and efficiency of the bidder;
d. The quality of performance of previous "like" contracts or
services "governmental or commercial";
e. The previous and existing compliance by the bidder with laws
and ordinances relating to any contract or service;
f. The sufficiency of the financial resources and ability of
the bidder to perform the contract or provide the service;
g. The quality, availability, and adaptability of the supplies,
equipment, or contractual services required;
h. The number and scope of conditions attached to the bids;
i. The method in which COD's are to be handled.
The city reserves the right to form a Bid Evaluation Review
Committee which will review all proposals and recommend to the
city Manager and the City Commission the bidder who can best
serve the interests of the City of Clearwater.
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13. Contract Renewal/Extension
This contract may be renewed for successive twelve (12) month
periods, after the initial three (3) year contract period
specified in Par. 4, by mutual agreement, giving written notice
of renewal within 30 days prior to the current expiration date of
this contract, provided that the preliminary notice of the intent
to renew was given at least sixty (60) days before this contract
is to expire (such a preliminary notice will not be deemed to
commit to renewal). If this option for renewal is exercised, the
contract as renewed shall be deemed to include this option
provision.
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4
PART I
GENERAL INFORMATION, TERMS AND CONDITIONS
14. Validation of Contractual Actions
The contractor agrees that the City shall, until the expiration
of two (2) years after final payment under this contract, have
the right to examine on a scheduled or random basis, contractor's
records, books, documents, and other evidence and practices in
order to substantiate the validity of all transactions. Such
examination will be performed by representatives of the
Purchasing Officer.
-
15. state and Federal Taxes'
Sta te Sales Tax Exemption Number 62-02-134859-54C and Federal
Excise Tax Exemption Number 59-78-0105 apply to all transactions
covered by this contract.
16. Continqency clause
It is expressly understood by all parties that this contract is
contingent upon and subject to the adoption of a budget each
fiscal year by the city commission of the city of Clearwater
providing for the expenditures herein agreed upon; and that
should the city commission of the City of Clearwater fail to
include provision for the expenditures herein agree upon, in any
successive fiscal year, the provisions of this contract are
thereby superseded.
17. Intent Clause
It is the intent of the City of Clearwater to award an annual
contract for transmission repair/replacement and maintenance
services. The city desires a single vendor for all services,
however, reserves the right to split the final award.
5
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PART II
SPECIFICATIONS/QUALIFICATIONS
1. Hours of operation
The contractor's hours of operation must be at the least, 7:30
a.m.-5:30 p.m., Monday through Friday. The contractor must also
be capable of weekend, late or holiday operation as deemed
necessary by the city of Clearwater with advance notification to
the contractor.
2. Equipment
The contractor must have the equipment capable of performing
diagnosis of electroni~ally controlled transmissions during a
road test. Test equipment such as a Monitor 4000, Snap-on
Scanner or equivalent is acceptable.
3. pick Up/Deliver
All vehicles must be picked up and returned to the City of
Clearwater Fleet Maintenance facility at 1900 Grand Avenue,
Clearwater, FL. Whether it be a preventive maintenance service
or a repair/replacement, pick up and delivery applies to
everything, except vehicles that need to be towed.
4. Technicians/Transporters
Service technician/transporter will have the appropriate Class of
Vehicle Driver's License (CDL) and endorsements required in
accordance with the Commercial Motor Vehicle Safety Act of 1986
for the class of vehicle being transported or tested.
5. Repair Authorization
Contractor must notify Fleet Maintenance for authorization before
proceeding with any repair work, except for preventive
maintenance transmission services.
6. Vehicle Condition
The contractor will work on loaded or dirty vehicles that have
broken down in this condition and are unable to be emptied or
cleaned.
7. city Vehicles
The City of Clearwater owns and operates the following types of
transmissions:
Tvpe
Est. oty.
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G.M. 125C
G.M. 440
G.M. 200R4
G.M. 700R4
G.M. 350 Turbo
G.M. 400 Turbo
Ford A4LD
Ford AODE
Ford C3
Ford C5
10
7
25
30
25
25
30
20
30
35
6
PART II
SPECIFICATIONS UALIFICATI NS
Ford C6 35
Ford E40D 50
Ford AOD 40
Chrysler Torque Flite 6 40
Chrysler Torque Flite 8 30
Allison AT545 16
Allison 650 2
Allison MT643 2
Allison MT 653 34
Allison MT654CR 3
Allison HT-740RS ~ 8
Allison HT-750 2
Allison HT-750DR 5
Allison HT-754CR --1
Total 507
8. Preventive Maintenance Transmissio Service S ecifications
a.
b.
c.
d.
e.
f.
g.
h.
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1.
m.
n.
pick up vehicle at Fleet Main enance.
Road test vehicle before service is performed to check
performance in all speeds and driving conditions, including
operation of passing gear, overdrive and torque convertor
clutch (if applicable). I
Check fluid level and conditibn.
Check for initial engagement. I
Check for proper parking systbm operation.
Check shift indicator operatirn and alignment.
Check transmission mounts.
Check shift linkage or cable nd lube.
Check vacuum hose and cable c nnection.
Check transmission for leaks 'ncluding any external lines,
hoses, filters or coolers.
Drain and clean transmission an, replace filter or clean
screen, replace gasket and fl id. Replace external filters
if so equipped.
Any problems discovered in th previous checks should be
reported to John w. stafford, Donald Long or their designee
for authorization before proc eding with any additional
work.
Return vehicle to Fleet Maintknance facility.
Complete service, including pick up and delivery, is to be
completed within 2-1/2 hours f notification by Fleet
Maintenance that a unit is in need of service. This applies
to passenger cars and trucks p to one ton. For trucks
larger than one ton, the serv ce and pick up and delivery is
to be completed within 5 hour .
When the .service cannot be co
due to late notification by F
will stop at the end of the v
consecutively the start of th
satisfy that the complete ope
time frame.
7
pleted on the same work day
eet Maintenance, the downtime
ndor's work day and continue
next business day in order to
ation is done in the allotted
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PART II
SPECIFICATIONS/QUALIFICATIONS
I
9. Invoices
The city of Clearwater prefers to receive 2 copies of the
invoice, the original and a copy. All billing must be received
by Fleet Maintenance ~eekly.
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PART III
CONTRACTOR RESPONSE
Bid Response Form (See attached page)
statement of No Bid (See attached page)
Drug Free Work Place (See attached page)
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6.
Vendors responding to this invitation for bid must check all
items as appropriate. Also, please provide all additional
information as requested. All vendors must comply with all
Federal, State and local laws an regulations, including those of
the Environmental Protection Agency (E.P.A.).
Number of shops/locations in Clearwater:
Number of shops/locations in Pinellas County:
Years of continuous operation by current owner:
will priority be given to city of Clearwater for same or next day
service on repair work? Please explain:
Basic warranty period/coverage:
(Please provide a copy, if available.)
7. Extended warranty availability:
8.
will removed/defective parts be returned? Yes
No
9. Repair facility inspection contact person information:
Name:
Address:
Phone Number:
Hours Available:
9
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PART III CONTRACTOR RESPONSE
~
f PRICING STRUCTURE:
G.M. 125C Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
G.M. 440 Remove/Rebuild/Install $
Remove/Exchange/Install $
Pr~ventive Maintenance '$
G.M. 200R4 Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
G.M. 700R4 Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
G.M. 350 Turbo Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
G.M. 400 Turbo Remove/Rebuild/Install $-
Remove/Exchange/Install $
Preventive Maintenance $
Ford A4LD Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
Ford AODE Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
Ford C3 Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
Ford C5 Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
10
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PART III
CONTRACTOR RESPONSE
PRICING STRUCTURE:
Ford C6
Remove/Rebuild/Install
Remove/Exchange/Install
Preventive Maintenance
$
$
$
Ford E40D Remove/Rebuild/Install $
"":
Remove/Exchange/Install $
Preventive Maintenance $
Ford AOD Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
Chrysler Torque Flite 6 Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
chrysler Torque Flite 8 Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
Allison AT545 Remove/Rebuild/Install $
Remove /EX(~lange / Install $
Preventive Maintenance $
Allison 650 Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
Allison MT-643 Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
Allison MT-653 Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
Allison MT654CR Remove/Rebuild/Install $
Remove/Exchange/Install $
Preventive Maintenance $
11
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PART III
CONTRACTOR RESPONSE
PRICING STRUCTURE:
Allison HT-740RS
Remove/Rebuild/Install
Remove/Exchange/Install
Preventive Maintenance
$
$
$
Allison HT-750
Remove/Rebuild/Install
Remove/Exchange/Install
Pr;ventive Maintenance
$
$
$
Allison HT-754
Remove/Rebuild/Install
Remove/Exchange/Install
Preventive Maintenance
$
$
$
On Remove/Rebuild/Install and Remove/Exchange/Install
there be any additional charges incurred? Yes
Please explain:
units, will
No
10. Please provide:
A. A list of ASE certified mechanics, including individual
specific qualifications and years of experience.
B. List of shop equipment.
c. statement of ability to work on various types of vehicles.
D. Financial statement for most current year.
E. Availability of exchange units.
F. Bid Response form and Drug Free Work Place form.
G. Pricing structure:
Base Price/Service Price/Exchange Price/Labor Rates, etc.
H. List of similar contracts past and current w/contacts.
Please direct all questions to John W. Stafford, Assistant General
Services Director/Fleet or Don Long, Assistant Fleet Administrator at
(813) 462-6833.
JWS/jmb
Translnv.WP4
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AGENDA
DATE
- /
iTEM # I / .
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Clearwater City Commission
Agenda Cover Memorandum
Item #
Meeting Date:
SUBJECT:
contracted-operated Parts store for Fleet Maintenance
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RECOMMENDATION/MOTION:
Award a 5-year contract (October 1, 1994, through September 30, 1999) to The Parts
House, Inc., 11801-4 28th street North, st. Petersburg, FL, at an estimated cost
not to exceed $800,000 per year, which is the only bid received in accordance with
specifications,
~ and that the appropriate officials be authorized to execute same.
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BACKGROUND:
Bids were solicited and received for a contracted-operated vehicle parts
requiring the vendor to supply vehicle parts and personnel at the
Maintenance Division (1900 Grand Avenue).
store
Fleet
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Anderson Auto Parts, Inc., the city's current contractor, failed to submit a bid.
The Parts House, Inc. submitted the only bid for this solicitation. Its proposal
was compared to the existing contract to ensure that the cost estimates were
competi tive. The comparison revealed that costs and contractual obligations were
the same except that the proposed contract provides the city with an average 53%
discount off listed parts while the existing contract with Anderson provides an
average 48% discount off listed parts.
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Since 1979, the City's contractual arrangement with private parts companies has
been very beneficial and cost-effective. Numerous fleet operators from both the
public and private sector have studied the concept and provided high praise for
this innovative idea. The operation has been featured in a national trade
magazine resulting in requests for information on a nation-wide basis.
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A third-party parts operation has eliminated 4 city employees and associated
expenses. This contract allows Fleet Maintenance to utilize the private vendor's
inventory, purchasing power and warehouse space. At one local facility f The Parts
House has a 40,000 square-foot building stocked with an inventory exceeding
$3,000,000. Therefore, Fleet Maintenance does not have to buy inventory, pay
interest, expand the physical size of the parts room, or absorb an estimated 30%
parts obsolescence cost.
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Reviewed by:
Legal
Budget
Purchasing
Risk Mgmt.
CIS
AC,",
other
~
N/A
Costs:
S 4.000.000
Total
Commission Action:
o Approved
o Approved w/conditions
o Denied
o Continued to:
$ -0-
Current Fiscal Yr.
User Dept:
various
Funding Source:
o Capi tal Imp.
181 Opcrat i ng
o Other
Attachments:
Bid Tabulation/Bid Summary
.;1
Advertised:
Date: 6/3 & 6/10/94
Paper: Tampa Tribune & P.C.
Review
o Not Required
Affected Parties
~ Not ifi cd
o Not Requ ired
Appropriation Code:
566-06611-550600-590-000 and
566.06620-550600-590'000
o None
r.
_~ Printed on recycled paper
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- 2 -
Invaluable training assistance has been made available to Fleet Maintenance
personnel, generally at no cost by the private parts contractor. The updat~d
technical training provides a method to keep mechanics apprised of the rapidly-
changing technologies in the automotive and equipment industries.
staff recommends that The Parts Ho~se, Inc. be awarded a five-year contract for
the contracted-operated parts store at the General Services Complex.
Fiscal year impact for 1994/95 is estimated at $800,000. Sufficient f~nding has
been included in the City Manager's recommended budget to fund 566-06611-550600-
590, Fleet Maintenance Operations/Vehicle Parts, and 566-06620-550600-590-000,
Radio Communications/Vehicle Parts, for this contract. Funding for subsequent
years will be approved in the budget process.
CITY OF CLEARWATER
BID 158-94 OPENED JUNE 17, 1994
BID TAB
AUTO PARTS - CONTRACTOR OPERATED PARTS STORB
THE PARTS HOUSE, INC
ST. PETERSBURG, FLA.
ITEM
NO. DESCRIPTION
BID
RESPONSE
1. DISCOUNT RATE
53 %
2. CURRENT PRICE LIST ATTACHED
YES
3. OVERTIME RATE PER HOUR
$10.00
4. DEDICATED VEHICLE AVAILABLE
YES
5. CONTRACTOR INVENTOR SUBMITTED
YES
6. FINANCIAL STATEMENT AVAILABLE
AVAILABLE ON REQUEST
DELIVERY:
SAME DAY
TERMS:
NET 10TH
SUMMARY OF BID 158-94
BIDS SOLICITED:
BIDS RECEIVED:
NO RESPONSE:
NO-BID RESPONSE:
14
1
9
4
SUMMARY OF NO BIDS
SCHEDULE WILL NOT PERMIT: 1
UNABLE TO MEET SPECIFICATIONS: 1
INSUFFICIENT TIME TO RESPOND: 1
DO NOT WISH TO BID: 1
RESPONSE DATED JUNE 10TH
" . .~
CITY OF CLEARWATER
P.o. BOX 4748
CLEARWATER, FLORIDA 34618-4748
City Commission
MEMORANDUM
TO: Betty Deptula, City Manager
COPlES: Mayor, Commissioners
FROM: Fred A. Thomas, Commissioner
DATE: September 8~ 1994
SUBJECT: Multiple Year Contracts
On the Consent Agenda, you hav item 11 hich shows a five year contract for buying parts.
I do not believe it is possible to ha competitive bidding on contracts that last five years.
Nobody knows the cost of their parts unless the bid is based on a cost plus basis and you have
full access to the company books to determine whether or not the costs are truly represented
without additional rebates to the distributor that are not available to the cursory review. Please
advise me why we are having five year contracts. Thank you.
FAT/sr
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SEP-09-1994 11:02 FROM
TO
6720
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CITY OF CLEARWATER
Interoffice Correspondence Sheet :if
J\-.e-:: ~~J}t' !.
Denise Wilson, As~stant to the City Manager/Office L;il1isiiV:I~81' 1\\1
W"llia 0 TJ...: ~G ra1 S . D' . PRES~
1 m · D4lrd:. ene erVlces l~l.or Date '9Ef 0 9 1994
Kathy S, Rire, Deputy City Manager CITY CLdiK
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TO:
FROM:
COPIES:
SUBJECT:
DATE:
Respo~e to Commh;sloner Thomas' Memo dated September 8, 1994
September 9, 1994
Fleet Maintenance requested a five-year contract, as opposed to shorter-term contracts that were
used in the past, in an attempt to obtain better discount percentages. Historically, the low bid
for the proposed contracts have been higher than e::-:isting (in place) contracts.
The proposed contract involving The Parts House includes a 53 % discount on listed parts while
the existing contract provides a 48% discount on liste<1 parts. Both the existing and the proposed
contract provide for a 20% markup on non"price listed parts and a 10% markup on special parts
listed products.
Listed parts prices from the manufacturers must be maintained for the length of the contract and
kept up-to-date by the contractor for the City's review. No "in-house" price sheets are
acceptable.
The contractor must allow the City to "audit" its books on all special price and non-price listed
parts. I confinned that the proposed vendor (Mr. Richard Kilpatrick, Sales Manager of The
Parts House) understood this by telephone on September 8) 1994,
In the propose<J contract, Fleet Maintenance has the ability to request re-occurring non-price
listed items be transferred to the listed parts inventory. Th,e contract enables both Fle-.et
Maintenance and Purchasing to verify costs with any outside sources to ensure that the City is
receiving the appropriate price. . ,
I am not able to specifically address the rebate issue,
Although this is not part of the contract, Fleet Maintenance and The Parts House personnel did
reach an understanding on training issues during the on..site inspection. The Parts House has
hundreds of training tapes and aids that will be available to Fleet Maintenance personnel at no
cost. The Parts House also has an instructor, a retired General Motors' engineer, that will assist
Fleet Maintenance in technical training at no cost. Additionally, The Parts House will facilitate
manufacturers' training, when needed, at no cost.
WOB:pat
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PHONE f:
OAlC: q Ie; 11 .
PAGES (NCLUDlNG ~
&'1~sp. GE: / i
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, TO: C-OL( ~d-<e
; FAX ,(/}:M / t, q 6'J
FROM: I:::XL{ 6d.-L.-fd
FAX#: &~s7
PHONE #I:
DATE: q / / /9c/9.
PAGES INCLUDING! ~
THIS PAGE: . ...
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CITY OF CLEARWATER
Interoffice COlTcspondence Sheet
TO:
COPIES:
Elizabeth M. Deptula, City Manager
William O. Baird, General Services Director ~ ::#= \ \
~ynlhia Goudeau, City Clerk 9 · (d' 9 'f
COlltmcted Opemted Plirts Store- CITY MAN~
FROM:
SUBJ ECT:
DATE:
September 1, 1994
Attached please find the financial statement for the recommended vendor for the above-
referenced agenda item. If further information is desired, please let me know.
WOB:pat
Attachment
RECEIVED
.-
SEP 0 2 1994
CITY CLEIK DEPT.
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08/:)0/94
09:44
-5'904 4~8 0090
TIlE PARTS HOUSE -j"H ST PETE
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TIlE milTS /ltJllSE; bile ..,. ~~~r:u"on
....,
THE PARTS HOUSE, I~X:.
CONSOLID1\TED STNl'EHENT OF INCOME
REVENUES:
Herchanc1ise salefl, net of returns and allowances
EXPENSES:
Cost of merchandise sales
Selling, general and administrative
Tot~l Expenses
\ .
Operating Profit
OTHER INCOHE AND (EY.PENSE) :
Interest Expense
Amortization of i.n-tangible assets
Hanagement Fee
Other income
Total other in('.om~ (expense)
Net Income before taxes
Income tax provision
NET INCOHE
~
12 Honth s
Ending
12/31/93
$ 63,650,9G9
,
46,,877,869
13.1305,956
60,183,825
3,467,144
(771,464)
(373,679)
{lG8,000}
17,927
(1,295,216)
2,171,928
762,7'210
S 1,,409,228
;:::==~~~::;':=::::==
12 Honths
Ending
12/31/92
$ 54,666,074
40,117,706
11,974,686
52,092,392
2,573,682
(794,311)
(383,157)
(168,00~)
9,110
(1,336,358)
1,237,324
275 ,81~
s
961,514
:=====~sc;=====
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08/30/04 00:44
'5'904 448 6690
THE PARTS HOUSE -H-I ST PETE
~002
THE PARTS HOUSE INC.
COHBINED BAL1\NCE SHEET FOR
DECEHBER 31, 1~93 .
CURRENT ASSETS:
Cash
Accounts Receivable
Other Receivables
Inventory
Prepaid E~pense
$
(55,503)
7,-123,039
205,694
17,.910,230
127,554
'rotal
s
25.311,014
----- -..------
FIXED ASsETS:
Leasehold Improvements
Furniture & Equipment
7\utos & Truoks
Less Accwn Depreciation
s
361,694
1..446,912
900,979
{1".539,199}
_ __ _ __ ___ --J _-'\__
Total
$
1..170,386
OTHER ASSETS:
Deposits and Org Costs
Good\~il1
Non Compete Agreement
$
114,406
1,859,/53
134,813
lrotal
$
~,,108,972
------------
TOTAL ASSETS
$
28,,590,372
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CURRENT LIABILITXES:
Accounts Payable
Accrued Income Taxes
Accrued Interest
Accrued Payroll & Related
Expense
Accrued other Expense
Accrued Intercompany
Expense
Note Payable PHAC
TOTAL
OTRER LIABILITIES:
Continental Revolving Loan
Secured Note Payable
Due Fonner NS Owners
Deferred Taxes
Non Compete
TOTA.L
STOCKHOLDERS .EQUITY:
Capit.al Stock
Pre ferred Stock
Paid in Capital
Opening R/E
Net Income
Dividends Declared
TOTAL
TOTAL LIABILITIES AND
STOCKHOLDERS EQUITY
81D
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$
6,477,699
1,794,590
76,500
356,877
196,011
114,547
1.150,000
s
10,166,224
s
8.295,551
529,000
529,731
[423,-382 )
272,934
$
9..203,834
s
10,000
500,000
4..739,992
2..606,944
1.409,229
(45,851)
$
9.220,314
$
28,590,372
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CITY
OF
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CLEARWATER
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POST OFFICE BOX 4748
C LEA R W ATE R, F LOR IDA 3 4 6 1 a. 4 7 4 8
Invitation for Bid 158-94
Auto Parts Contract
S JECT:
UE DATE:
June 02, 1994
BID CONFERENCE:
None
L BIDS TO:
City of Clearwater
Purchasing Division
P. O. Box 4748
Clearwater, FL 34618-4748
DE rVER BIDS TO:
City of Clearwater
Purchasing Division
711 Maple Street
Clearwater, FL 34615
BI S MUST BE RECEIVED
NO LATER THAN:
June 17, 1994 - 11:00 AM
Bids may not be withdrawn
within 90 days after such
time and date.
.~L2~
George E. McKibben
Purchasing Manager
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"Equal Employment and Affirmative Action Employer"
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STATEMENT OF NO BID 158-94
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NOTE: If you do not intend to respond, please return this
only.
City of Clearwater/Purchasing
P.O. Box 4748
Clearwater, FL 34618-4748
We, the undersigned, have declined to bid on the above noted
Invitation for Bid for the following reason(s) :
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Insufficient time to respond to the Invitation for Bid.
Do not offer this product/service.
Our schedule will not permit us to perform.
Unable to meet specifications.
Unable to meet insurance requirements.
Specifications unclear (please explain below) .
Remove us from your "Bidder Mailing List."
Other (please specify below) .
REMARKS
We understand that if a "no bid" statement is not returned,
our name may be removed from the Bidder's List of the City of
Clearwater.
COMPANY NAME:
ADDRESS:
CITY/STATE/ZIP:
SIGNATURE:
DATE:
TEIJEPHONE:
-2-
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41
BID RESPONSE FORM (158-94)
Commodity Description
Contractor Operated Auto Parts Store
Vendor will provide: Item 26 - Discount Rate
Item 27 - Current Price
List
Item 28 - Overtime Rate:
Per Hour
Item 30 - Vehicle Compliance Yes/No
Item 31 - Contractor Inventory Yes/No
Status
Item 33 - Financial Statement
Upon Request
(Per specifications in the bid package)
Please return two (2) copies of Bid Response
F.O.B. CLEARWATER
Delivery:
after receipt of order.
Payment terms:
Contact Donald Long, 813/462-6833, with questions regarding
this bid.
BIDDER REPRESENTATION
I represent that this bid is submitted in compliance with all
terms, conditions and specifications of the Invitation for
Bid and that I am authorized by the owners/principals to
execute and submit this bid on behalf of the business
identified below.
BUSINESS NAME:
FID#
STREET ADDRESS:
CITY, STATE, ZIP CODE:
PRINT/TYPE NAME OF AUTHORIZED REP:
TITLE/POSITION OF AUTHORIZED REP:
SIGNATURE OF AUTHORIZED REP:
DATE SUBMITTED:
TELEPHONE
FAX NUMBER:
-3-
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INSTRUCTIONS FOR COMPLETING ATTACHMENT
...
1 TO BID RESPONSE FORM
(A) Source:
Enter name of your primary and at least one alternate
source of supply for each item group to be furnished
under this contract.
(B) Source Class:
Enter A = original Part Manufacturer (OPM) ,
B = original Equipment Manufacturer (OEM), C = Captive
(OEM) control part distribution whether he manufac-
tured part or not, D = Distributor, J = Jobber,
DE = Dealer, SD = stocking Dealer, NSD = Nonstocking
Dealer, W = Wholesaler, R = Rebuilder, U = Used Parts
Dealer.
(C) Item Group:
Enter carburetors, alternators, water pumps, brake
parts, etc. List each item group on separate line,
even if purchased from same source, unless you are
bidding the same pricing arrangement (discount or
service charge) for several item groups. In that
case, you may group items on same line(s).
(D) Part Class:
C = Parts common to, and/or interchangeable in/with,
more than one make/model of equipment. Parts are made
by more than one manufacturer under one or more brand
names and are available in normal after-market
distribution from more than one source.
OEM = only source of supply for parts because OEM
controls distribution whether part was actually
manufactured by him or not.
OPM = only source of supply for part because OPM
controls distribution.
(E) Item Condition
N = New,
R = Rebuilt,
U = Used.
(F)
Price List/
Non-Price List
Enter source price list No., price column applicable
and effective date for each item group(s) identified
in Column C. If no price list, enter "NPL."
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Discount/Service
Charqe
For price listed items enter percent (%) discount or
net as applicable. For NPL items enter percent (%)
service charge (percentage must be the same for all
NPL items to be furnished under the contract, SEE NOTE
NEXT PAGE). For *Special Price List (SPL) items,
enter percent (%) service charge.
*Special Price List (SPL) shall apply to any item(s) where the city receives
specific special discount(s) from a vendor(s). The parts contractor would be
required to handle parts and invoices, e.g., the city is designated as a
warranty station and/or receives parts from a vendor(s) at dealer cost, or
the city receives additional discount(s) for a special purchase.
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INSTRUCTIONS FOR COMPLETING ATTACHMENT
1 TO BID RESPONSE FORM
(H) For Purchasinq Division Use Only:
NOTE: (Applicable to (G) on Page 1): The NPL percentage shall also apply to
any items where the city specifies the source(s) from which th~ Contractor
must order, e.g., items such..as storage batteries,. filters, anti-freeze,
spark plugs, oils, etc., which may be available at more favorable prices
under other government agency contracts. Contractor will review other
government agency contracts with Purchasing to determine which source(s) are
most cost effective.
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Bid No.
CONTRACTOR OPERATED PARTS STORE
PART I - GENERAL INFORMATION, TERMS AND CONDITIONS
1. Purpose: The bidder, hereinafter to be referred to as the contractor,
shall provide all required replacement and repair parts for city of
Clearwater owned equipment and vehicles under the terms, conditions, and
specifications contained., herein. All parts will be supplied at the
lowest bid prices including all contractor related costs and profit.
There will be no additional cost to the city other than space and those
costs such as utilities as defined in these specifications.
Wa i ver: The ci tv of Clearwater reserves the right to waive any
informality or minor variance in any bid, and to reject any or all bids.
The city further reserves the right to enter into any contract as a
result of this invitation-to-bid.
Interpretation of Specifications: Any request for interpretation of any
term, condition, or specification contained herein must be made at least
ten (10) days prior to bid opening to allow sufficient time to notify
other prospective bidders of any changes and/or clarifications. Should
the bidder find any discrepancy in or omission from these specifica-
tions, or should their intent or meaning appear unclear or ambiguous, or
should any other question arise relative to these documents, the bidder
must notify the Purchasing Officer first verbally and then in writing at
least ten (10) days prior to the bid opening date. The bidder making
such request will be solely responsible for its timely receipt by the
city. Replies to such notices may be made in the form of addenda to
these documents.
4. contract Period: The contract period shall be for five (5) years
commencing on October 1, 1994, after the approval by the City commis-
sion. The contract may be extended for one (1) year periods by consent
of both parties after the first contract.
5. Scope of the Contract: This is a requirements contract for those items
that may be required for the timely continuous upkeep, maintenance, and
repair of city owned equipment. Any failure of the contractor to comply
with these conditions shall be cause for terminating any resulting
contract immediately upon notice by the city. The city will not be
responsible for any parts or supplies maintained by the Contractor
covering any city equipment that may be disposed of during the term{s)
of this contract.
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Bid No.
CONTRACTOR OPERATED PARTS STORE
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If delivery of any quantity of an item covered by the contract is
required by reason of urgency prior to the earliest date that delivery
may be specified under this contract and if the contractor will not
accept an order providing for the accelerated delivery, the city may
purchase this requirement from another source.
Contract Changes: Contract changes shall be accomplished by amendments
to this contract. Administrati ve procedures not affecting contract
terms and conditions may be established as mutually agreed on by
appropriate City representatives and the contractor.
Assignment of Contract: Neither this contract, nor any portion thereof,
shall be assigned except by formal approval of the City commission. No
such approval will be construed as making the city a party of or to such
assignment, or subjecting the city to liability of any kind to any
assignee. No subcontract shall, under any circumstances, relieve the
contractor of his liability and obligation under this contract, and
despite any such assignment the city shall deal through the contractor.
8. Arbitration Board: If there is any dispute that cannot be resolved by
agreement, then an Arbitration Board will be formed consisting of one
member selected by the contractor, one member selected by the city, and
the third member selected by the first two members. Both parties must
abide by the decision of the Arbitration Board. The party, against whom
any decision is made, will bear any costs including any payments to the
arbitrators.
6.
7 .
9. Insurance/Hold Harmless: The contractor shall not commence work under
this contract until he has obtained all insurance under this section:
a. Workers' compensation. The contractor shall provide and maintain
during the life of this contract, at his own expense, Workers'
compensation Insurance as required by law.
b. Comprehensive General Liability. The contractor shall provide
and maintain during the life of this contract, at his own
expense, Comprehensive General Liability insurance including
protection for liability arising out of premises, operations,
independent contractors, and contractual. The policy shall be
extended to provide for personal injury liability, and broad form
property damage liability. The contractual coverage must specify
that it covers the hold harmless agreement which is part of this
contract. The limits of liability shall be as follows:
$100,000 per person
$300,000 per accident for bodily injury.
4
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Bid No.
CONTRACTOR OPERATED PARTS STORE
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c. Comprehensive Automobile Liability. The contractor shall provide
and maintain during the life of the contract, at his own expense,
comprehensive automobile liability insurance, for any vehicles
used to manage and maintain the stores operation, including
protection for liabili ty arising out of owned, non-owned and
hired vehicles. The policy shall be extended ,to provide
contractual coverage for the hold harmless agreement which 'is
part of the contract. The limits of liability shall be as
follows:
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(1) Bodily Injury Liability - $100,000 each person, and $300,000
each occurrence.
(2) Property Damage Liability - $25,000 'each occurrence.
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d. Hold Harmless Agreement: The contractor agrees to indemnify and
hold harmless the City of Clearwater, its agents and employees,
from and against all loss or expense (including court costs and
attorney's fees) by reason of liability imposed by law upon the
City of Clearwater for damages because of bodily injury,
including death at any time resulting there from, sustained by
any person or persons or on account of damage to property,
including loss of use thereof, caused by or contributed to, by
either direct or indirect action, of the contractor, its agents
or employees.
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e. certif icate of Insurance. The contractor shall furnish the
City's Purchasing Officer prior to the start of any operations
under this contract, satisfactory proof of insurance coverage
wi th an insurance company satisfactory and acceptable to the
city. To be acceptable to the city, each insurance certificate
must contain a clause substantially as follows:
"Should any of the above described policies be canceled or
undergo material change before the expiration date, the
issuing insurance company will mail within thirty (30) days
written notice to the City of Clearwater. The interests of
the City shall be included under such policies (except
Worker's Compensation) as an additional insured for all
losses arising out of this agreement."
10. Qualifications of Bidder: The City may make such investigations as it
deems necessary to determine the ability of the bidder to perform the
terms, conditions, and specif ications contained in this "Request for
Bid." Data required to be included in your bid is outlined elsewhere in
these documents.
The city reserves the right to reject any bid if, in the opinion of the
City, the evidence submitted by, or investigation of, such bidder fails
to satisfy the City that such bidder is properly qualified to carry out
the obligations of the contract.
5
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CONTRACTOR OPERATED PARTS STORE
11. On-Site Inspection: The city retains the right to perform an "on-site"
inspection of the bidder's facilities that will be used and in support
of this contract. This may include a review of inventory, or stock item
list which can be reproduced and made available to the Fleet Administra-
tor, on request, within five (5) working days.
12. Access To Parts Store: ~,The contractor will have sole access to the
parts store and City employees will not be allowed entrance except as
stated in #11 above (on site inspection) and #10 under Part III -
Specification (access to Fleet Maintenance Stores). The contractor will
be responsible for the security of the parts store and will have access
to the facility as required to assure contract performance. The city
retains the right to usage and entrance, in the case of a disaster, if
so required until the contractor arrives on site.
13. Listinq of city-Owned Equipment: To obtain a listing of presently-owned
City equipment (by department) contact the Fleet Administrator. The
city reserves the right to add to or delete from this listing during the
life of this contract.
14. Award: The city of Clearwater reserves the right to award a contract or
to reject any or all bids. Prior to the award of a contract, the city
may require the bidder to submit information and data in addition to
that required by these documents. In determining the lowest responsive
and responsible bidder, in addition to price, the city shall consider,
but not be limited to, the following:
a. The ability, capacity, and skill of the bidder to perform the
contract or provide the service:
b. Whether the bidder can perform the contract or provide the
service promptly, or within the time specified, without delay or
interference;
c. The character, integrity, reputation, judgment, experience, and
efficiency of the bidder;
d. The quality of performance of previous "like" contracts or
services "governmental or commercial";
e. The previous and existing compliance by the bidder with laws and
ordinances relating to any contract or service;
f. The sufficiency of the financial resources and ability of the
bidder to perform the contract or provide the service;
g. The quality, availability, and adaptability of the supplies,
equipment, or contractual services required;
h. The number and scope of conditions attached to the bids;
i. The method in which COD's are to be handled.
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Bid No.
CONTRACTOR OPERATED PARTS STORE
The city reserves the right to form a Bid Evaluation Review Committee which
will review all proposals and recommend to the city Manager and the city
commission, the bidder who can best serve the interests of the City of
Clearwater.
15. Contract Renewal/Extension: This contract may be renewed for successive
twelve (12)-month periods, after the initial ~ive (5) year contract
period specified in para. 4, by mutual agreement, giving written notice
of renewal within 30 days prior to the current expiration date of this
contract, provided that the preliminary notice of the intent to renew
was given at least sixty (60) days before this contract is to expire
(such a preliminary notice will not be deemed to commit to renewal). If
this option for renewal is exercised, the contract as renewed shall be
deemed to include this option provision.
16. Validation of Contractual Actions: The contractor agrees that the city
shall, until the expiration of five (5) years after final payment under
this contract, have the right to examine on a scheduled or random basis
contractor records, books, documents, and other evidence and practices
in order to substantiate the validity of all transactions involving SPL,
NPL and price list items. Such examination will be performed by
representatives of the Purchasing Officer.
17. State and Federal Taxes: state Sales Tax Exemption No. 04-00023-02-62
and Federal Excise Tax Exemption No. 59-78-0105 apply to all trans-
actions covered by this contract.
18. Price List Coveraqe: It is the city's objective that parts requirements
be covered by price lists to the maximum practical extent. Recurring
orders from a "NPL" source will be caused for considering incorporation
of additional price lists. The contractor shall propose additional
price list coverage for the purpose of reducing NPL transactions. with
the approval of the Purchasing Officer and/or the Fleet Administrator,
the contractor may substitute a price list with the same discount as the
category in which the substitution is made if such action is in the
interest of the City. If it is determined at any time during the life
of this contract that additional price list coverage is required, the
contractor will be notified in writing, by the Purchasing Officer or
Fleet Administrator of the additional coverage required. If the
additional required price lists are not furnished within 15 calendar
days, the city will have the option to secure such pr.,.ice lists,
incorporate them in the contract, and require the contractor to use
them. Bidder shall demonstrate the procedure he will use for the
periodic reviews to determine if a NPL item should be price listed.
This procedure will be reviewed with the Fleet Administrator for
acceptance.
7
Bid No.
CONTRACTOR OPERATED PARTS STORE
19. Obtaining Non-Priced Listed (NPL) Parts:
The contractor shall procure all NPL parts from the manufacturer,
or from the highest level in the manufacturer's distribution
system to which he has access and which will provide the lowest
price that is obtainable by the contractor in the normal course
of business. When.determined necessary by. the Purchasing Officer
or Fleet Administrator the contractor will be required to provide
evidence that the supplier of NPL parts is in fact an authorized
member of the manufacturer's distribution system. The contracto-
r's proposed source of supply must be approved by the Purchasing
Officer prior to obtaining parts when the estimated price of any
one item exceeds $500.00 or a group of items to a single source
is estimated to exceed $7,500.00. Further, the city reserves the
right to purchase NPL items exceeding the above amounts from
sources other than this contract.
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Sales or transfers of parts between a parent company and/or
subsidiaries or affiliates in which the contractor (or principals
of his company) has a financial interest, which increases the
price to the city beyond the price which the contractor would
normally expect to pay if the item were purchased at the best
price obtainable elsewhere in the market place, are prohibited.
Contractor must assign an alpha code to each source of supply for
NPL parts and enter that code on his invoice. This code will be
made available to the Fleet Administrator and updated as
required.
d. N.P.L. crossover information to price list, if applicable.
20. Special Price List (SPL) Parts: It is the city's objective that parts
be purchased at the best possible cost. If possible, the city will
enter into agreement(s) with manufacturers, distribution systems, and
prime vendors to purchase parts at or below dealer cost. At times the
city may make a special purchase that it receives an additional
discount. To use NPL% would negate the savings to the City.
21. Parts Order Limitation: The City will not place or will the contractor
accept orders under this contract for a single item, the unit cost of
which exceeds $500.00 or a quantity of any single item purchased as one
line item, the cost of which exceeds $7,500.00 without prior approval of
the Purchasing Officer or his designated representative. The Fleet
Administrator or his assistant is the designated representative for this
purpose. The City reserves the right to purchase material exceeding
these dollar values from sources other than this contract. This
provision applies to both priced listed and non-price listed items.
22. contingency Clause: It is expressly understood by all parties that this
contract is contingent upon and subject to the adoption of a budget each
fiscal year by the city Commission of the City of Clearwater providing
for the expendi tures herein agreed upon; and that should the City'
commission of the City of Clearv:ater fail to include provision for the
expenditures herein agreed upon, in any successive fiscal year, the
provisions of this contract are thereby superseded.
8
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Bid No.
CONTRACTOR OPERATED PARTS STORE
23. Default of Contract: The city may, by written notice to the contractor,
terminate this contact if the contractor has been found to have failed
to perform his obligation under this contract in a manner satisfactory
to the city as per specifications. The date of termination shall be
stated in the notice. The City shall be sole judge of nonperformance.
Failure of the contractor to comply with this contract shall give the
citv of Clearwater the right to cancel this contract.
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Bid No.
CONTRACTOR OPERATED PARTS STORE
PART II - DEFINITIONS
1. Automobiles and Trucks: Def ined as commercially designed passenger
automobiles, buses and trucks having both commercial and city required
application.
2. Special Purpose Vehicles,; Defined as all vehi-cles used by the City
other than automobiles, trucks, and buses as defined above.
3. Parts: Defined as those items required to render a vehicle complete and
operational for its intended purposes. This includes, but not
necessarily limited to, repair parts, components, assemblies and
subassemblies, accessory items, expendables, overhaul and repair kits,
etc., new and rebuilt.
4. Fast Moving Parts: Those parts for which the inventory turnover rate is
suff icient to warrant continuous "on the shelf" availability. Parts
having an average turnover rate of three or more issues by part per
month during the previous three-month period shall be considered fast
moving parts for the next three-month period.
5. Slow Movinq Parts: Parts not meeting the criteria of #4, fast moving
parts and being required fewer than three issues during the preceding
three-month period will be classified as slow moving parts.
6. Exchanqe Parts: These vehicle parts are to be sold at the exchange
price without core charge to city, except when no core is available or
when core is not able to be repaired.
7. OEM Parts: A part which may only be obtained from the vehicle and
equipment manufacturers.
8.
EDP (Equipment Dead lined for Parts):
due to lack of parts or accessories.
Equipment rendered inoperative
9. Rebuilt Parts: Parts that since last subjected to use have been
dismantled and reconstructed as necessary; all internal and external
parts cleaned and made free from rust and corrosion, all impaired
defective or substantially worn parts restored to a sound condition or
replaced with new, rebuilt or unimpaired used parts; and such other
operations performed as are necessary to put the produc\:, -in f30und
working condition. '
10
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Bid No.
CONTRACTOR OPERATED PARTS STORE
PART III - SPECIFICATIONS
1. Quality of Parts to be Furnished: Parts furnished to the City shall
meet or exceed the quality of the part furnished on the original piece
of equipment (OEM). However, if the original manufacturer has updated
the quality of the parts for current production, parts supplied under
this contract 'shall equa.l or exceed the updated quality. 'Failure to
provide items of such quality will be cause for rejection and/or return
of said item. The burden of proof and cost of analysis will be that of
the bidder. There will be no reboxing of parts.
Rebuilt/remanufactured parts shall have been dismantled and recon-
structed as necessary; all internal and external parts cleaned and made
free from rust and corrosion, all impaired, defective or substantially
worn parts restored to a sound condition or replaced with new, rebuilt,
or unimpaired used parts; all missing parts replaced with new, rebuilt,
or unimpaired used; and such other operations performed as are necessary
to put the product in sound working condition. Rebuilt or used parts
must conform to the manufacturer's reconditioning tolerances.
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2.
Warranty: The contractor agrees to convey to the City the same warranty
against defective parts he receives from his supplier. When a standard
warranty covers most items, the standard warranty may be reprinted;
however, when items have an extended warranty, the applicable warranty
will be entered on appropriate City forms/records. When items received
from the contractor are unserviceable or substandard, they will be
returned to the contractor for full creditor for exchange for a
serviceable standard item.
3. Items Excluded From This Contract:
.
a. Lubricants: Lubricants delivered into city-owned tanks/drums are
excluded from this contract. The contractor shall order all
other lubricants from the source specified by the City and shall
maintain an adequate stock on hand for issue as required. The
NPL service charge applies to all lubricants ordered and issued
by the contractor.
b. Tires: Tires (including recapped tires) of all types and sizes
are excluded from the contract.
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c. Parts purchased under separate repair and maintenance'contracts.
d. Parts Covered by Vehicle Manufacturer's Warranty:
will not be the responsibility of the contractor.
These parts
e. Units purchased from City source, vendors.
11
Bid No.
CONTRACTOR OPERATED PARTS STORE
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Hours of operation: The contractor wi.ll operate the Parts Store during
the normal hours of operation observed by Vehicle Maintenance (Monday
through Friday, 6:30 A.M. thru 6:00 P.M.). Due to unforeseen
circumstances, these hours may be extended. If possible, at least two
(2) hour's notice will be given the contractor prior to the extended
hours of operation. In the event of an emergency, the facility and the
Parts store will be open~d. The contractor will .be required to operate
the Parts store on all city holidays that the Fleet Maintenance facility
is open. It must be noted that Hours of Operation are subject to
change.
Receipt and Storaqe: The contractor will be responsible for all
incoming shipments of material to be delivered to his store. The city
assumes no responsibility for the deliver, receipt, transportation,
material handling, or storage of contractor materials. The contractor
retains ownership and responsibility of all supplies until sold and
receipted for by an authorized City representative. occasional City
assistance may be given to the contractor for unloading pallets and bulk
items if required. stock must be handled in a timely manner.
Personnel: The contractor will insure that sufficient competent
personnel are available at all times during store hours, to provide
uninterrupted service to Fleet Maintenance personnel. Minimum personnel
required to adequately staff the store are: (1) store manager/counter
personnel, (1) counter personnel, (1) inventory control/data entry and
(1) parts chaser during days 6:30 A.M. 6:00 P.M. The counter
personnel are to service Fleet Maintenance first, answer telephones and
perform outside sales (City Divisions) second. Backup personnel must be
available to cover vacation, sick leaves and unusually heavy workloads.
Full complement of personnel must be on hand at all times.
7. Contractor Changeover: The city reserves the right to conduct site
visits in all contractor operated facilities in conjunction with the
solicitation of offers for the follow-on contract. In the event the
follow-on contract is awarded to other than the incumbent, the incumbent
contractor will cooperate to the extent required to permit an orderly
change-over to the successor contractor. The changeover to take place
the last weekend in September.
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Contract Proqress: The appropriate representatives of the contractor
and the city will meet periodically to review the contract p~rformance.
The city will appraise the contractor of how the City' views the
contractor's performance and the contractor will appraise the city of
problems. Appropriate action shall be taken to resolve outstanding
problems. A record of the meetings will be maintained by a selected
participant at the meeting. Copies of the minutes will be made
available to both parties.
9. Payments: Payments will be made monthly. Invoices will cite the Work
Order Number and other appropriate documentation as mutually agreed on
between the Finance Director, Fleet Administrator and the contractor.
Invoices will be submitted to the Fleet Administrator with a copy to the
Finance Department (see sample invoice attachment).
12
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Bid No.
CONTRACTOR OPERATED PARTS STORE
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10. Access to Fleet Stores: The appropriate city purchasing and AUditing
representatives will have access to the store to perform surveillance
inspections, periodically check stock, inspect the facilities and
perform the necessary liaison between the contractor and the city.
11. Authorized Issues by the Contractor: A list of city personnel,
including their sample s~gnatures and initials, ,authorized to request
and receive parts shall be furnished to the contractor by the Fleet
Administrator. The contractor shall verify the authorization prior to
issuing any part from the store and refer any individual without
authority to the Fleet Administrator. The list must be kept updated by
the Fleet Administrator.
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12. Part Research and Identification: city personnel will be required to
furnish the contractor the year, make, model, and manufacturer's serial
number on all equipment when requesting parts. Part numbers, if
requested, are to assist the contractor in item identification but shall
not relieve the contractor from the requirement of furnishing the
partes) requested. The contractor will furnish and maintain in the
store a nationally recognized interchange manual or comparable
publication (s) (mi crof iche, etc.) for automobiles and trucks for the
duration of the contract. The contractor will also have current
applicable parts books. The contractor shall research all OEM and OPM
parts to determine if they are available as common parts before ordering
them as OEM or OPM. Every effort will be made to "break sole source"
situations created when a part loses its identity after being
incorporated into the end item by the OEM.
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13. stock Level and Consumption Data: The contractor will be required to
establish stock levels based on the vehicle fleet and equipment owned
and maintained by the city. The contractor will be required to add or
delete items in stock. depending on consumption data which must be
maintained by the contractor and approved by the Fleet Administrator.
The contractor may be required to enter and keep updated daily their
parts inventory on the city computer.
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a.
Fast Movinq Parts: The contractor must stock all fast moving
parts in the store for immediate use. A maximum ten percent
(10%) out of stock condition is acceptable. Fast moving parts
not in stock will be made available for issue by the close of
business the next 'Work day or within 4 hours if ,:,.parts are
available 'Within a 25 mile local trade area. Vendor will supply
a FMP inventory every 3 months and a verification of inventory
for approval and/or additions or modification.
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Parts Required for Repair Completion: Slow moving parts required
to complete repair will be furnished within twelve work hours
after being requested if available within a 25 mile local trade
area. Parts not available within this time will be furnished as
follows:
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1. EDP (Equipment Deadlined for Parts) Parts: Parts required
to remove vehicles from EPD status will be furnished at the
earliest possible time. Contractor actions to expedite
delivery will in:;lude search of alternate sources of supply,
13
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Bid No.
CONTRACTOR OPERATED PARTS STORE
consideration of interchangeable items, and insuring that
the EDP status is transmitted to the store's suppliers and
through his distribution system as applicable. If available
locally, part must be procured from that source to remove
equipment from EDP list.
When authorized by the Fleet Administrator the contractor
may be reimbursed for premium costs for handlinq, communi-
cation and transportation required to obtain priority items
- such costs will be added to the issue price of the item(s)
but such additional costs will be identified on the issue
and billing documents. Evidence, such as copies of tele-
graph or telephone company statement or invoices or other
evidence as required, will be attached to invoices to
document premium service charges if requested by the Fleet
Administrator. Such premium service charges will not be
paid for parts obtained within the local trade area. This,
however, does not preclude premium charge payment resulting
from delivery from sources outside the local trade area to
vendors in the local trade area.
(2) Back-Ordered Parts: Parts which are not covered by A or B
above and cannot be delivered immediately off-the-shelf are
considered back ordered, and the contractor must furnish an
availability date and price to the Fleet Administrator who
will determine if the proposed delivery date and cost are
acceptable. The contractor will maintain a record of all
back ordered items and will include at least the following
information:
Vehicle number; part number (if known); part
nomenclature; date ordered; cost or estimated cost;
estimated delivery date. A twice weekly follow-up will
be utilized and any items back-ordered for two weeks will
bo reported to the Fleet Administrator and documented
follow-up will be supplied at that time. This will be
documented in part by a parts on order board across from
the Parts Room.
14. Parts Requisition Forms:
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a. The Fleet Maintenance Department will supply to the contractor,
individually numbered parts requisition forms for use in requi-
sitioning, recording, issuing and accounting for parts.
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b. Contractor's employees will recheck for accuracy and notify
proper supervisor of any discrepancies. Contractor's employees
will complete all daily billing and computer entries by the close
of each work day. No item will be billed or entered into the city
computer until it is available for delivery and/or use.
15. Credits: In the event either warranted parts, or incorrect parts, are
supplied and charged, but later returned for credit, the contractor will
process the credit in accordance with procedures established by the
purchasing Officer.
14
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Bid No.
CONTRACTOR OPERATED PARTS STORE
16. Non-Price Listed Parts: (NFL) are those parts which are not included in
any published price list incorporated in the contract. It is the intent
of this contract that the contractor will supply these parts to the City
at the net invoice price after trade discount, less that portion of
prompt payment discount offered to the store contractor by the supplier,
exclusive of any markup, profit, overhead administrative expense not
provided for in the contract. The service cha~ge is intended as the
sole compensation for these parts. Reimbursement to the contractor for
his invoice price, plus any applicable service charge provided by this
contract, together with reimbursement of any other allowable charges,
will constitute full payment for NPL parts.
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17. Corrections and Adlustments: After distribution of invoice documents,
prices, extensions, additions and/or deletions may be corrected and
adjusted on the issue document providing such corrections and/or
adjustments are initialed by both the contractor and the authorized
Fleet Maintenance representative.
18. Location of store: The contractor operated parts store will be located
in Fleet Maintenance, 1900 Grand Avenue, Clearwater, Florida. However,
the City reserves the right to change locations if operational
requirements dictate. Should relocation be required, the contractor
shall relocate his personnel and inventory, plus any equipment furnished
to him by the City for store operation at his own expense. Contractor
shall continue to provide uninterrupted service as required by this
contract, relocation notwithstanding.
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19. city Furnished Facilities, Equipment and utilities: The items and/or
services listed below will be furnished to the contractor for use in the
operation of the Contractor-operated Parts store. Any other equipment,
supplies, services, etc., required, will be the responsibility of the
contractor. city furnished items are as follows:
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a. Facilities (building space).
b.
Counter space for parts manuals, price lists, etc.
c.
utilities (electrical) and toilet facilities.
.d.
Available phone line (cost of installation and monthly charges of
phone(s) will be that of the contractor).
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Parking area for employees and pickup/delivery vehicles(s) .
PARTS ROOM
29.51 Wide X 23' Deep = 678.5 Sq. Ft.
Includes 2 each 9.5' X 9.5' offices.
15
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Bid No. CONTRACTOR OPERATED PARTS STORE
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2 Each - 12" Deep X 9' Long
~ 2 Each - 18" Deep X 12' Long
lEach - 12" Deep X 12' Long
lEach - 12" Deep X 6' Long
2 Each - 12" Deep X 3 '.. Long
lEach - Built-in hose and fitting bench.
All shelving units include shelves.
STORAGE/ENTRY
1 Each - Wire enclosed storage
11' Wide X 15' Deep X 8' High with a 72" Wide X 81" High
sliding door = 80 Sq. Ft.
FURNITURE
1 Each - 4 Drawer filing cabinet - gray
1 Each - 2 Drawer filing cabinet - gray
1 Each - Desk
2 Each - Office chairs
EQUIPMENT
1 Each Chain cutter
1 Each - Hose cut-off saw
20. Housekeepinq: The contractor will perform normal housekeeping functions
within the facilities provided by the City. The contractor will comply
with all applicable city and State safety regulations.
21. City Liability: The City shall not be liable for any loss or damage to
the contractor's property, including stock or for expense incidental to
such loss or damage.
22. Security Requirements: The contractor and his employees will comply
with all the city's security regulations and practices.
23. Fire Prevention and Protection: The contractor and his employees will
comply with all City and state fire regulations. city Fire D~partmental
personnel may make periodic routine inspections for regulation and fire
safety standards.
24. Contractor's Final Inventory: The city reserves the right, but is not
hereby obligated, to purchase from the contractor any or all materials
remaining in the stores stock upon expiration or ternination of this
contract. If such a purchase is made, the prices wil~ be based on the
last contract price in effect on the date of expiration or termination.
16
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CONTRACTOR OPERATED PARTS STORE
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25. Warranty of Supplies: Notwithstanding inspection and acceptance by the
city, supplies furnished under this contract or any provision of this
contract concerning the conclusiveness thereof, the contractor warrants
that for thirty (30) days, or the length of time of any warranty given
by the manufacturer or rebuilder/remanufacturer, whichever is greater,
after acceptance:
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a. All supplies furnished under this contract will be free from
defects in material or workmanship and will conform with the
specifications and all other requirements of this contract, and
b. The preservation, packaging, packing, and the preparation for,
the method of, shipment of such supplies will conform with the
requirements of this contract.
26. pricing of Pr ice Listed Parts. For purpose of this contract, the
"Suggested List Price" less the applicable discount, will be considered
as the item price.
27. Price Lists: (See Attachment 2)
a. A copy of each price list made a part of this contract will be
maintained up-to-date and will be filed in the parts store for
ready reference. Changes, modifications, revisions or amendments
which merely update the original price list and which retain the
original basic or control number are considered part of the
contract for pricing purposes. Replacement Price Lists, must be
submitted to the Purchasing Officer, who will incorporate the
price lists in the City's files.
B. All superseded or revised pages, sections, parts, etc., of price
list will be submitted to the Purchasing Officer for his/her
disposition throughout the period of this contract, including any
extensions resulring from the exercise options, if any.
28. Overtime: Overtime hours shall be billed at the rate of $
per hour. If the city requires emergency service after the store has
been closed for the day, and before the next scheduled opening which
requires the contractor to callout an employee(s), the contractor shall
be paid for the number of hours actually worked, with a minimum of 2
hours, at the overtime rate. Estimated annual number of ove~time hours
will be 300. ."
29. Brand Name/Remanufacturer/Rebuild Specification: The City reserves the
right to specify, based on its own past experience, that the contractor
purchase certain brand name parts and/ or use certain parts
rebuilders/remanufacturers which have proven to be superior in terms of
quality, service life, warranty, etc. The Fleet Administrator shall
specify the above in writing to the contractor with a copy to the
'if 'Purchasing Off icer. Immediately upon receipt, the contractor shall
~ propose appropriate pricing to the Purchasing Officer for review and
incorporation into the contract.
17
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,4.
Bid No.
CONTRACTOR OPERATED PARTS STORE
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30. Contractor Furnished Vehicle: The contractor must furnish a truck for
chasing parts. This truck is for use by parts chaser only, not by
others for lunch runs or personal use during work hours, (7 AM - 4 PM).
The contractor must have back-up available if primary vehicle fails or
is otherwise tied up.
31. Contractor Inventory System: A sample of contractor's inventory sY$tem
to be used on contract will be supplied with bid response.
32. Use of city-Owned Facility: The parts room ~ill be used as a primary
parts storage for items to be sold to the City of Clearwater only, not
as a warehouse for property to other contractor locations.
33. Bids will be considered only from firms which are regularly engaged in
the business of providing the goods and/or services as described in this
bid, have a record of performance for a reasonable period of time; have
sufficient financial support equipment and organization to insure that
they can satisfactorily execute the services if awarded the contract.
The term "equipment and organization" as used shall be construed to mean
a fully eq'uipped and well established company in line with the best
business practices in the industry and as determined in discretion by
the proper authorities of the city of Clearwater.
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CITY OF CLEARWATER
Interoffice Correspondence Sheet
TO:
Elizabeth M. Deptula, City Manager
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FROM:
William O. Baird, General Services Director
COPIES:
SUBJECT:
Parts Agenda IteuI--Bacl{up
DATE:
August 17, 1994
Attached please find references supplied by The Parts House, Inc., the recommended contractor
. for the contracted-parts operation.
If further information is desired, please feel free to contact me.
WOB:pat
Attachment
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1 i : fI 2 '(J911.J -1-1.~ 6 \l fl (J
TilE PI\ HTS IInPJE -.--. ST PET1:
III I) 1 :) " 1.1.16
P~-;lge 3
CONTRACT ADMIN/STRA T10N: The Conlmclor has over hNcnty yems experience in the automotive
pailS busln~, The C<>ntmctor has over 10 year5 experience in the operation or COPA~S stores. The
Contmctor is also a signiflc::lnt parts supplier to several other government aganciC'5.
A) CONTRAOTUAL EXPERIENCE AND QUAL/FICA rrONS
1) Camp LeJeune M.C.S. - COPARS Contract
Nav, 1, 1985 to Present
$S5O,OOO+ per year
Contract# M6700191 00018
Contact: L.B. Hendricks, CDntract Officer
Contract DMslon
P.O. Box B368
Camp leJeune, NC 28542-8368
(919) 451--3004
2) McConnell AFB .. COP ARS Contract .
Jan 8, 1992 to P~ent
$ 2&J),OOO+ per year
Contraot# F1461492D0002
Contact: Edward S/acfdldge, Contrnct Administrator
Operational Contracting DivIsion
384 tG lGLC Ste. 102
McConnell AFB, KS 672"21-5~20
(316) 652~321a
3) NAVRESSO FSO .. Navy Contract
Overt~c; Navy E.xchange Resale Operations
May 7, 1-900 to Present
$ 1,500,000+ per year
Contract# 05010090C0040
Contact: Larry Boone, Servioes
3200 Virglni3 Beach Blvd.
Virginia Beach, VA 23452
(804) 631-3572
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4) Anny Air Force Exchange Sur"ic~
European Army Air Foroe (~c;hangos
June 1, 1009 to Present
$ 3,000,000+ per year
Conlract# PDH86125800tt
Contact: Ray Howard, BlJ)'f1r
MFES, Dallas
P.O. 80)( 680202
DnJlas, Te)(rls
(214) 7BO-637~
5) <;.ty 01 Jacksonville, Flolida
Since 1982 to Pmsent
2S0,OOO.f. per year
Various Parts Supplies Conlta~~
Contact: Cecil McKinney, Storeroom Manager
City Of .Jacksonville, Florida Flet!l Mr\oagp.meot
2581 CommonWf~al.tf1 Avenue
Jacksonville, Florida 32?05
(004) 387-8800
6) ElIswor1h AFB.. COPAnS Confrnd
Oct. 1, 1988 to Pr~cnt
$700,000.00 + per year
Contract# F3960189DOOOl
Contact: Edward Rice, Contracting Officer
28 CONS/l.GCS
2704 ~eorge Dliva
Ellsworth AFB, SD 57706-t191 0
(60S) 385-1753
B) KEY CONTROUPHYS/CAL SE.CURf1Y: The following will be implemented:
1) New locks ar~ alw.1ys Inst311~ at the start of the contract, with the store manager and
one counter-person. selected by the manager. receiving keys, Th~ me lhe only personnel
authorized to recei~ keys to the COPARS sileo
2) Manager, or design3ted assistant mana~r, are required to lock all doom and windows at
cloSe of each work day,
3) Store mrlnager Is always required to report to the home office, any possible security
problems, along with his suggestion on how to correct the problem, if he hasn1 already done
so.
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NON-AU1<()1\'1()TrVE V END()H.S
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Hn,TON
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AMEWCAN rJI~COI-N S\Vl::EPrm
GH,<.H'I; '}'HACTOU.
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IlAKIW f\.tA H~R1AL IL'\NI>LIl'iO
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OSIlKOSH TH!JCK (X)Hj'ORATlON
ULUEUHU> /lor,....
1100GB
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JIIU<;CS & srHATTON
lNnW-NATlONAL UAlWESTER
R.ELIAJJUi LJl.TS
J1(jYr~RrON
JACOBSON MOWEHS
S'f AJ\.1FORD
('A \)11,,'\(' (J1\(m C(JHI'O~A nON
JOliN nmm.E
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('^~F. F.QUJI'I\IF.NT C'Ol\1rA:\'Y
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UNITED TRACTOH
()UET;~. H,L1S/FIAT "loLlS
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Clearwater City Commission
Agenda Cover Memorandum
Item #
Meeting Date:
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SUBJECT:
Purchase of Burglar and Fire Alarm Service
RECOMMENDATION/MOTION:
Award a 3-year contract (from October 1,1994, through September 30,1997), to The
Maire Company, Clearwater, FL, at a total cost of $59,400 ($19,BOO/annually) for
burglar and fire alarm service and monitoring at 44 City facilities, in accordance
with the city of Clearwater's Code of Ordinances, Sec. 2. 564 (l)e--impractical to
bid,
~ and that the appropriate officials be authorized to execute same.
BACKGROUND:
The Maire Company first provided alarm services to the city in 1982. Individual
departments contracted and paid for the lease of the alarm equipment, 24-hour
monitoring, repair and replacement of all monitoring equipment.
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The Maire Company has its alarm systems installed in 44 City facilities.
Attachment 1 identifies the alarm system for each location and the cost for this
service. Maire has maintained the same price structure since 1986 and will
continue during the term of this contract. Any increase in costs since 1986 is
attributed to the increase in service locations--from 14 to the present 44
locations. General Services has found this contractor to be satisfactory and
responsive to the city's needs.
A purchase order was issued in 1986 to combine the City-wide alarm monitoring
services. In 1992 before soliciting bids for this service, staff received a legal
opinion that the existing alarm contract specifies that Maire owns the wiring and
conduit and may remove same if it loses the alarm contract. complaints were
received at pre-bid conferences due to Maire Company owning the alarm equipment,
wiring and conduit for each facility. Alarm companies stated that Maire had a
competitive advantage because the contract stipulated that Maire owned the alarm
systems, wiring and conduit in each of the monitored facilities, and Maire would
not have to incur the installation and start-up costs that other companies would
experience.
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Revi ewed by:
Lega l
Budget
Purchasing
Risk Mgmt.
CIS
ACM
Other
N/A
G{
.. N/A
NfA '2
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Costs:
$ 59 .400
Total
Commission Action:
o Approved
o Approved w/conditions
o Denied
o Continued to:
User Dept:
$ -0-
Current Fiscal Yr.
various
ci
Advertised:
Date:
Paper:
IS! Not Requi red
Affccted Parties
o Notified
181 Not Requi red
Funding Source:
o Capitul Imp.
~ Operati n9
o Other
Attachments:
1. Alarm Location/Type/Cost
2. Appropriation Codes
o None
Appropriation Code:
see Attachment 2
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- 2 -
frame to absorb installation costs; obtaining a proposal from Maire for the out-
right purchase of its equipment, wiring and conduit excluding the wireless
transmitter devices--Maire requested $57,000 for this equipment.
The 1992 contract was renewed for the period April 1, 1993, through March 31,
1994, at a cost of $18,440. There is an additional six-month extension this year
to its present expiration date--September 30, 1994, due to the fact that no
competitive bids were received, only bid protests.
The contract as it is now written precludes the City from obtaining competitive
proposals for this service. To facilitate future competitive bidding proposals,
the alarm specifications for this contract award provide for a three-year
contract. At the end of the proposed contract, the wiring and conduit will then
become the property of the city of Clearwater, and future bidding for this service
should then become competitive.
The Purchasing Manager and General Servi.ces Director recommend that we approach
this new contract with the Maire Company based upon the premise that the situation
makes it impractical to go through the standard bidding process for existing
locations. New locations requiring burglar and/or fire alarm monitoring systems
(e.g., new Municipal Services Building, etc.) will be subject to competitive bids.
Sufficient funding has been included in the City Manager's recommended budget to
fund this contract in the various departmental codes listed as Attachment 2.
Funding for subsequent years will be approved in the budget process. Fiscal year
impact for 1994/95 is $19,800.
MAIN LIBRARY FIRE AND BURGLAR
DREW ST. LIBRARY FIRE AND BURGLAR
BEACH LIBRARY BURGLAR
COUNTRYSIDE LIBRARY FIRE AND BURGLAR
CITY HALL FIRE AND ELEVATOR BUTTONS
CITY HALL ANNEX FIRE ALARM
TOLL PLAZA HOLD UP ALARM
PIER 60 HOLD UP ALARM
PURCHASING BURGLAR AND FIRE
UTILITIES BURGLAR AND HOLD UP
GAS BUILDING MYRTLE AVE BURGLAR
WATER TANK DEL ORO GROVE BURGLAR
PARK ST PARKING GARAGE FIRE SYSTEM
GARDEN AVE PARKING GARAGE MONT. SERVo
POLICE DEPT. DOOR ALARM AND FIRE ALARM
POI,ICE EAST AVE BURGLAR AND FIRE ALARM
POLICE SUBSTATION FIRE MONT. AND SERVo
MARINA OFFICE FIRE AND BURGLAR ALARM
SAILING CENTER ELEVATOR PHONE
MOTOR POOL COMPLEX FIRE AND BURGLAR
RADIO SHOP BURGLAR AND FIRE ALARM
MARTIN LUTHER KING CENTER FIRE
MOCCASIN LAKE PARK OFFICE ALARM
NURSERY SATURN AVE BURGLAR
PARKS REC. PENNSYLVANIA BURGLAR
NORTH RADIO TOWER ACCESS MONITORING
SOUTH HADIO TOWER ACCESS MONITORING
MARINA FUEL DOCK HOLD UP ALARM
MOCCASIN LAKE CLASS ROOM BURGLAR
INFRASTRUCTURE COMPLEX 6 BUILDINGS
BURGLAR 2 @ 40
BURGLAR 2 @ 45
BURGLAR 2 @ 35
GREENWOOD LIBRARY BURGLAR
BEACH CIVIC CENTER ADA FIRE VOICE SYS
MC MULLEN TENNIS OFFICE BURGLAR
MAIN LIBRARY ELEV. PHONES
GREENWOOD POLICE FIRE AND BURGLAR
SOILD WASTE OFFICE AREA BURGLAR
SOILD WASTE MAINTANCE AREA BURGLAR
SOlLD WASTE TRANSFER STATION BURGLAR
GAS SALES DREW ST BURGLAR AND HOLD UP
45.00
40.00
35.00
40.00
50.00
45.00
30.00
30.00
40.00
40.00
40.00
25.00
40.00
35.00
50.00
35.00
35.00
35.00
10.00
45.00
10.00
40.00
35.00
35.00
40.00
35.00
35.00
30.00
35.00
CITY OF CLEARWATER
RE: ALARM SERVICE
AUGUST 8, 1994
ON LINE SYS'rEMS
240.00
35.00
80.00
35.00
10.00
45.00
45.00
40.00
40.00
40.00
MONTHLY COST $ 1650.00
YEARLY COST
$ 19800.00
SAME PRICES AS FORMER BIDS
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APPROPRIATION CODE LIST
MONTHLY ALARM SERVICE CHARGES AND EXPENSE CODES
MAIN LIBRARY BURGLAR & FIRE & ELEVATOR ALARMS
010-01720-530300-571-000 : $ 55.00
DREW STREET LIBRARY BURGLAR AND FIRE ALARM
010-01720-530300-571-000 : $ 40.00
BEACH LIBRARY BURGLAR ALARM
010-01720-530300-571-000 : $ 35.00
COUNTRYSIDE LIBRARY BURGLAR AND FIRE ALARM
010-01720-530300-571-000 : $ 40.00
CITY HALL FIRE & ELEVATOR ALARMS
565-06531-530300-590-000 : $ 50.00
CITY HALL ANNEX FIRE ALARM
565-06531-530300-590-000 $ 45.00
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TOLL PLAZA HOLD UP ALARM
430-01373-530300-541-000
$ 30.00
PIER 60 HOLD UP ALARM
401-01374-530300-575-000
$ 30.00
PURCHASING DEPT. BURGLAR AND FIRE ALARM
555-1-09870-530300-590-000 : $ 40.00
UTILITIES DEPT. BURGLAR 7 HOLD UP ALARMS
555-09881-530300-590-000 : $ 40.00
GAS DIV. FRONT & REAR BUILDINGS BURGLAR ALARM
423-02061-530300-532-000 : $ 40.00
GARDEN AVENUE PARKING GARAGE FIRE ALARM
435-01333-530300-545-000 : $ 35.00
PARK STREET PARKING GARAGE FIRE ALARM
435-01333-530300-545-000 : $ 40.00
POLICE DEPT. MAIN STATION DOOR & FIRE ALARM
010-01145-530300-521-000 : $ 50.00
POLICE DEPT. EAST AVENUE BURGLAR AND FIRE ALARM
010-01145-530300-521-000 : $ 35.00
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POLICE DEPT. SUB-STATION FIRE ALARM MAINTENANCE
010-01145-530300-521-000 : $ 35.00
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MARINA OFFICE FIRE AND BURGLAR ALARM
432-01371-530300-575-000 : $ 35.00
MARTIN LUTHER KING CENTER FIRE ALARM
010-01622-530300-572-000 : $ 40.00
MOCCASIN LAKE NATURE OFFICE & CLASS ROOM BURGLAR ALARMS
010-01614-530300-572-000 : $ 70.00
GRAND AVENUE MOTORPOOL COMPLEX FIRE & BURGLAR ALARM
566-06610-530300-590-000 : $ 45.00
" '. . . , .' / ~. _., . '. I. , . . '. . ' . . '.' ~ ..' '. .' ., l' '" .
NURSERY SATURN AVENUE BURGLAR ALARM
010-01681-530300-572-000 : $ 35.00
WATER TANK DEL ORO GROVE PARK INTRUSION ALARM
010-02051-530300-533-000 : $ 25.00
GRAND AVENUE RADIO SHOP BURGLAAR AND FIRE ALARM
566-06620-530300-590-000 : $ 10.00
NORTH RADIO TOWER ACCESS MONITORING
566-06620-530300-590-000 : $ 35.00
SOUTH RADIO TOWER ACCESS MONITORING
566-06620-530300-590-000 : $ 35.00
SAILING CENTER ELEVATOR PHONE
010-01375-530300-575-000 : $ 10.00
PARKS REC. PENNSYLVANIA AVE. BURGLAR ALARM
010-01691-530300-572-000 : $ 40.00
MARINA FUEL DOCK HOLD UP ALARM
432-01371-530300-575-000 : $ 30.00
INFRASTRUCTURE COMPLEX BURGLAR ALARMS - 6 BUILDINGS
010-01341-530300-541-000 $ 48.00
421-01346-530300-535-000 $ 48.00
419-02090-530300-539-000 $ 48.00
421-02051-530300-533-000 $ 96.00
GREENWOOD LIBRARY BURGLAR ALARM
010-01720-530300-571-000 : $ 35.00
BEACH CIVIC CENTER ADA FIRE VOICE SYSTEM
010-01633-530300-572-000 : $ 80.00
McMULLEN TENNIS COMPLEX OFFICE BURGLAR ALARM
010-01642-530300-572-000 : $ 35.00
GREENWOOD POLICE FIRE & BURGLAR ALARMS
010-01145-530300-521-000 : $ 45.00
SOLID WASTE COMPLEX BURGLAR ALARMS - 2 BUILDINGS
424-02088-530300-534-000 : $ 85.00
SOLID WASTE TRANSFER STATION BURGLAR ALARM
424-02088-530300-534-000 $ 40.00
GAS SALES OFFICE BURGLAR & FIRE ALARMS
423-02063-530300-532-000 $ 40.00
TOTAL MONTHLY COST = S 1,650.00
TOTAL YEALY COST = $ 19,800.00
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AGENDA
DATE
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iTEM # /.8
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Clearwater City Commission
Agenda Cover Memorandum
Item '#
Meeting Date:
/3 .
c:r 'I~' 9'-1
SUBJECT:
Purchase of Cellular Telephone Service
RECOMMENDATION/MOTION:
Award a three-year contract (10/1/94 - 9/30/97) to GTE Mobilnet, Clearwater! FL,
for the purchase of cellular telephone service, at an estimated cost of $150,000
($50,000/year), which is the only responsible and responsive bid submitted in
accordance with specifications,
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BACKGROUND:
Bids were solicited and received for cellular telephone service. GTE Mobilnet
submitted the only bid for this service. Currently, the city has 72 active
cellular telephones using approximately 9,100 minutes of air-time per month.
GTE Mobilnet has been the City's cellular telephone service provider for many
years. They have been very responsive to the city's needs, and the city has
enjoyed a good working relationship with Mobilnet.
Although GTE Mobilnet has not raised its prices since the inception of the city's
contract, the rate structure has been changed and will remain the same during the
term of the proposed contract term:
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Three-year contract--same base rates: Normal usage-- $15.00 /month and
$.25/minute for peak usage (Monday Friday, 7:00 a.m. - 7:00 p.m.),
$.18/minute for off-peak usage (Monday - Friday 7:00 p.m. - 12:00 midnight
and weekends), and $.15/rninute for night usage (12:00 midnight - 7:00 a.m.);
Low-usaqe o~tion: $8.50/month and minimal air time at a higher air time
rate--$.49/minute for peak usage (Monday - Friday, 7:00 a.m. - 9:00 p.m.)
and $.17/minute for off-peak usage' (Monday - Friday, 9:00 p.m. - 7:00 a.m.
and weekends). Presently, the City has 20 cellular telephones on the low-
usage option.
Two-year contract: The monthly low-usage option rate is increased from
$8.50 to $11.50 per month.
One-year contract: GTE Mobilnet does not offer the low-usage option.
Reviewed by:
Legal
Budget
purchas i ng
Risk Mgmt.
CIS
ACM
Other
~
N/A
N/A
Originating Dept:
General Servic
. ~~
Costs: $ 150,000.00
Total
User Dept:
$ -0-
Current Fiscal Yr.
Commission Action:
o Approved
o Approved w/conditions
o Deni ed
o Continued to:
various
Funding Source:
o Capital Imp.
~ Operating
o Other
At:tachments:
Bid Tabulation & Bid Summary
---.
, Adverti sed:
: Date: 8/5 & 8/12/94
Paper: P.C. Review & Tampa
Tribune
o Not Requi red
Affccted Parties
o Notified
~ Not Requi red
o None
Appropriation Code:
565-06510-542100-590-000
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- 2 -
staff recommends awarding a three-contract to GTE Mobilnet so it can continue with
the low-usage option at the equitable rate of $8.50 per month.
Also, at no additional charge, GTE Mobilnet offers a GoPac System for use during
emergencies (hurricanes, severe storms, etc.). This system, consisting of 5
telephones and 1 fax machine, is available for the city's use 24-hours per day.
~he GoPac was delivered for the nock hurricane exercise on August 9, 1994.
Fiscal year impact for 1994/95 will be approximately $50,000.00. Sufficient
funding has been included in the city Manager's recommended budget to fund this
contract. Funding for subsequent years will be approved in the budget process.
CITY OF CLEARWATER
BID 196-94 OPBNBD AUGUST 19, 1.994
BID TAB
PAGB 1 OP 2
CBLLULAR PHONB SERVICB
GTE MOBILNET, INC.
CLEARWATER. FLORIDA
CONTRACT PERIOD
1 THREE YEAR CONTRACT
OFF-PEAK USAGE RATE (SPECIFY TIME):
RATE A RATE B
15.00 8.50
0,25 0.49
7A-7P, M-F 6A-9P, M-F
0.18 0,17
7P-12A M-F 9P-6A, M-S
& WEEKENDS & WEEKENDS
0,15 N/A
12A-7A M-S
MONTHLY BASE RATE:
PEAK USAGE RATE ( SPECIFY TIME) :
NITE RATE (SPECIFY TIME) :
FIRST ALTERNATB
2 TWO YEAR CONTRACT
MONTHLY BASE RATE:
PEAK USAGE RATE ( SPECIFY TIME) :
OFF-PEAK USAGE RATE (SPECIFY TIME):
15.00
0.25
7A-7P, M-F
0.18
7P-12A M-F
& WEEKENDS
0.15
12A-7A M-S
11. SO
0.49
6A-9P, M-F
0.17
9P-6A, M-S
& WEEKENDS
N/A
NITE RATE (SPECIFY TIME) :
SECOND ALTERNATB
3 ONE YEAR CONTRACT
MONTHLY BASE RATE:
PEAK USAGE RATE ( SPECIFY TIME) :
OFF-PEAK USAGE RATE (SPECIFY TIME):
15.00
0.25
7A-7P, M-F
0,18
7P-12A M-F
& WEEKENDS
0.15
12A-7A M-S
NITE RATE (SPECIFY TIME) :
OTHER QUESTIONS
A
LOCAL REPAIR FACILITY (IDENTIFY LOCATION) :
17900 U.S. HWY 19 NORTH
CLEARWATER, FL 34624
B
ACTIVATION/DEACTIVATION CHARGE:
NO CHARGE
C
PRIORITY ACCESS IN AN EMERGENCY (YES/NO & CHARGE) :
SEE ATTACHED
D
EMERGENCY EQUIPMENT AVAILABLE FOR LOAN (CHARGE):
IDENTIFY EQUIPMENT AND APPLICABLE CHARGES IF ANY:
YES - NO CHARGE
SEE ATTACHED INFORMATION
ON GOPAC.
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CITY OF CLBARWATBR
BID 196-94 OPBNBD AUGUST 19, 1994
BID TAB
PAGS 2 OF 2
GTE MOBILNET, INC.
CLEARWATER, FLORIDA
E
DETAIL BILLING PROVIDED? (YES/NO & CHARGE) :
YES - NO CHARGE
F
CONSOLIDATED BILLING PROVIDED? (YES/NO & CHARGE) :
YES - NO CHARGE
G ENHANCED SERVICES/CUSTOM CALLING FEATURES (LIST): INCLUDED AT NO
CHARGE: CALL FORWARDING, CONFERENCE CALLING, CALL WAITING, CALL RESTRICTIONS,
NO-ANSWER TRANSFER, AND MOBILE SECRETARY BASIC. ALSO AVAILABLE INCLUDE:
MOBILE SECRETARY ENHANCED @ $2,9S/MONTH, AND ONE PLAN @$24.9S/MONTH FOR 2ND PHONE.
THl:RD ALTERNATE
SECONDARY PROVIDER OF CELLULAR SERVICE (EMERGENCY ONLY)
MONTHLY BASE RATE:
PEAK USAGE RATE ( SPECIFY TIME) :
OFF-PEAK USAGE RATE (SPECIFY TIME) :
20.00
0.25
7A-7P, M-F
0,20
7P-7A, M-F & WEEKENDS
N/A
NITE RATE (SPECIFY TIME) :
DETAIL BILLING PROVIDED? (YES/NO & CHARGE) :
YES - .NO CHARGE
CONSOLIDATED BILLING PROVIDED? (YES/NO & CHARGE) :
YES - NO CHARGE
ACTIVATION/DEACTIVATION CHARGE:
NO - N/A
PAYMENT THroIS:
NET 30
SUMMARY OF BID 196-94
BIDS SOLICITED: 5
BIDS RECEIVED: 1
NO RESPONSE: :2
NO-BID RESPONSE: 2 ..
SUMMARY OF NO-BID RESPONSES
DO NOT OFFER SERVICE: :2
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C I T Y
OF
CLEARWATER
POST OFFICE BOX 4748
C LEA R W ATE R, F LOR IDA 3 4 6 1 a. 4 7 4 8
9'(d..q~
SUBJECT:
Invitation for Bid 196-94
Cellular Phone Service
ISSUE DATE:
July 28, 1994
PREBID CONFERENCE:
None
MAIL BIDS TO:
City of Clearwater
Purchasing Division
P. O. Box 4748
Clearwater, FL 34618-4748
DELIVER BIDS TO:
City of Clearwater
Purchasing Division
71~ Maple Street
Clearwater, FL 34615
BIDS MUST BE RECEIVED
NOT LATER THAN:
August 19, 1994 - l~:OO AM
Bids may not be withdrawn
within 90 days after such
tim and date.
~~
eor E. McKibben
Purchasing Manager
o
"Equal Employment and Affirmative Action Employer"
STATEMENT OF NO BID 196-94
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NOTE: If you do not intend to respond, please return this
only.
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City of Clearwater/Purchasing
P.O. Box 4748
Clearwater, FL 34618-4748
We, the undersigned, have declined to bid on the above noted
Invitation for Bid for the following reason(s) :
Insufficient time to respond to the Invitation for Bid.
Do not offer this product/service.
Our schedule will not permit us to perform.
Unable to meet specifications.
Unable to meet insurance requirements.
Specifications unclear (please explain below) .
Remove us from your "Bidder Mailing List."
Other (please specify below) .
REMARKS
We understand that if a "no bid" statement is not returned,
our name may be removed from the Bidder's List of the City of
Clearwater.
COMPANY NAME:
ADDRESS:
CITY/STATE/ZIP:
SIGNATURE:
DATE:
TELEPHONE:
-2-
"
BID RESPONSE FORM (196-94)
Item
No.
Commodity Description
1.
Cellular Phone Service
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Please See Attached Specifications and Response Sheets
Contact Pat Greer, for questions regarding this bid at
813/462-6777.
Please return two (2) copies of Bid Response
F.O.B. CLEARWATER
Start Date:
after receipt of order.
Payment terms:
BIDDER REPRESENTATION
I represent that this bid is submitted in compliance with all
terms, conditions and specifications of the Invitation for
Bid and that I am authorized by the owners/principals to
execute and submit this bid on behalf of the business
identified below.
BUSINESS NAME:
FID#
STREET ADDRESS:
CITY, STATE, ZIP CODE:
PRINT/TYPE NAME OF AUTHORIZED REP:
TITLE/POSITION OF AUTHORIZED REP: .
SIGNATURE OF AUTHORIZED REP:
DATE SUBMITTED:
TELEPHONE
FAX NUMBER:
-3-
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CITY OF CLEARWATER
CELLULAR SERVICE SPECIFICATIONS
AS PRIMARY PROVIDER OF CELLULAR SERVICE TO THE CITY OF CLEARWAT~
ONE YEAR CONTRACT
Monthly Base Rate:
Peak usage rate (specify time):
Off-Peak usage rate (specify time):
Night Rate (specify time):
TWO YEAR CONTRACT
Monthl y Base Rate:
Peak usage rate (specify time):
Off-Peak usage rate (specify time):
Night Rate (specify time):
THREE YEAR CONTRACT
Monthly Base Rate:
Peak usage rate (specify time):
Off-Peak usage rate (specify time):
Night Rate (specify time):
LOCAL CELLULAR SERVICE REPAIR FACILITY:
Identify location (within Clearwater City Limits)
ACTIV A TION/DE-ACTIV A TION CHARGE:
Yes
No
Charge:
PRIORITY ACCESS TO CELLULAR NETWORK IN THE EVENT OF AN EMERGENCY:
Yes
No
Charge:
EMERGENCY CELLULAR EQUIPMENT A V AILABLE FOR LOAN:
Yes
No
Charge:
Specify what is available:
DETAIL BILLING:
Yes
No
Charge:
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CONSOLIDATED BILLING:
Yes No
Charge:
ENHANCED SERVICES/CUSTOM CALLING FEATURES: (list)
Charge:
Charge:
Charge:
Charge:
Charge:
Charge:
Charge:
Charge:
AS SECONDARY PROVIDER OF CELLULAR SERVICE TO THE CITY OF CLEARWATER:
(may be used as back-up in the case of emergency)
Monthly Base Rate:
Peak usage rate (specify time):
Off-Peak usage rate (specify time):
Night Rate (specify time):
DETAIL BILLING:
Yes
No
Charge:
CONSOLIDATED BILLING:
Yes
No
Charge:
ACTIV A TION/DE-ACTIV A TION CHARGE:
Yes
No
Charge:
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LINE COST TAX DEPT/DIV
NUMBER CENTER DESCRIPTION DEDUCT AMOUNT TOTAL
--------------------------------------------------------------------------
~d 410-0349 1145 POLICE ......... 53.81
:i 410-4727 1145 ......... 29.84
~ 410-5248 1145 .......... 35.79
r::
,;, 420-3208 1145 50.60
1i .........
Y 430-0641 1145 15.38
1 .........
t
:\~ 430-0642 1145 ......... 8.71
430-0643 1145 ......... 19.98
430-0644 1145 ......... 19.03
430-0645 1145 ......... 17.72
430--0646 1145 ......... 8.71
430-0647 1145 ......... 12.06
430-0648 1145 ......... 53.66
430-0649 1145 ......... 8.71
430-0650 1145 ......... 19.49
430-0651 1145 ......... 12.05
430-0652 1145 ......... 32.07
430-0653 1145 ......... 10.71
430-0654 1145 ......... 25.77
430-0655 1145 ......... 8.71
430-0656 1145 ......... 13.59
430-0657 1145 ......... 64.50
430-0658 1145 ......... 86.79
430-0660 1145 ......... 15.38
430-0661 1145 ......... 100.22
430-0662 1145 . .. .. .. .. . .. .. . 25.20
430-0663 1145 . .. . . . . .. .. . 15.65
430-0665 11'45 ........, 43.13
430-0666 1145 . . . .. . . .. .. . 30.78
430-1879 1145 ......... 47.85
430-1880 1145 0.54 16.90
430-1895 1145 ......... 24.91
430-8297 1145 0.45 69.12
445-0363 1145 ......... 20.40
445-0364 1145 ......... 16.40
445-5316 1145 ......... 15.38
445-5317 1145 ......... 45.54
445-5318 1145 ......... 26.55
445-5319 1145 ......... 42.48
445-5320 1145 ......... 9.08
445-8653 1145 ......... 26.91
445-8655 1145 ......... 36.13
580-0868 1145 0.81 148.70
580-0877 1145 ......... 44.30
580-0878 1145 ......... 23.49 1452.18
..
#/3
RECEI\TED
AUG 2 :J 1994
CUy Manager
CITY OF CLEARWATER
GTE MOBILNET
AUTHORIZATION FOR DISBURSEMENT
DATE: August 13, 1994
, '. ..' .' ~.' .' .,1. . . '''' ~', .. ,.,' .' 1 . .' . '., . " :. I '.'. I , '. '
420-8059 1220 FIRE 0.12 20.46
430-0667 1220 ......... 53.14
f; 430-1682 1220 ......... 38.05
~ 430-1683 1220 ......... 13.67
~. 430-1684 1220 ......... 33.86
j;: 430-1685 1220 34.89
'" .........
~i
'Ii 430-2049 1220 ......... 72.95 267.02
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.
420-8031 1331 PW/TRAFFIC ......... 26.36
445-5106 1331 ......... 102.47 128.83
420-3212 1347 PW/LIFT STATION ......... 19.69 19.69
420-3211 2053 PW/WATER ......... 24.14 24.14
420-3207 2064 GAS SYSTEM 7.16 269.41
420-9117 2064 4.18 77.93
420-9118 2064 ......... 30.64 377.98
410-7790 2063 GAS SALES ........... 198.48
410-7791 2063 ........... 97.04
410-7792 2063 ........... 114.18
410-7794 2063 ........... 110. 12
420-1297 2063 2.57 24.66
430-1846 2063 ........... 142.51
430-1847 2063 ......... 20.64
430-1849 2063 1. 80 184.98 892.61
430-0669 9211 CITY MGR ......... 15.38
430-0670 9211 ......... 155.23
430-6379 9211 ......... 10.72
580-2069 9211 ......... 38.80 220.13
410-8140 9215 COMM. OUTREACH 1. 86 14.80 14.80
420-3210 9217 EOC 0.37 36.76 36.76
430-0953 188-9311 CRA ......... 60.82 60.82
430-0285 9219 COMM. RESPONSE ......... 36.77 36.77
TOTAL 19.86 3531. 73 $3,531. 73
*****
I hereby authorize payment in the amount***** listed above to the
following departmental code:
565-06510-542100-590-000
ivh/
(date)
CC:
Mike Egger, PO
7/25/94
Bob Lockwood, Fire
Public Works
Val Mahan, EOC
lardner Smith, Infrastructure
huck Warrington, Gas Services
Betty Deptula, City Manager
Jeff Kronschnabl, Community Response
Peter Gozza, CRA
Jim Lange, community Response
Patricia Greer
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Item #
Meeting Date:
CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
9'/~.qtf
Subject:
MENTAL HEAL TH/SUBST ANCE ABUSE COVERAGE
Recommendation/Motion:
Extend the contract with Professional Psychological Services (PPS). Clearwater, Florida, for mental
health/substance abuse coverage at an esti mated cost of $] 56,083.00 for the contract period
of 1-1-95 through 12-31-95
5a and that the appropriate officials be authorized to execute same.
BACKGROUND:
For the contract year ] -] -93 through ] 2-31-93. the City of Clearwater separated (carved out) the
mental heal this u b stance abuse coverage from the health ins urance coverage. The City 0 f
Clearwater contracted with PPS (the Ci ty' s long-term employee assistance program provider) for
mental health/substance abuse coverage with benefits exceeding those provided by the health
insurance provider. The original contract called for renewal guarantees for year 2 and 3 at 6
percent per year.
The renewal rate for 1995 is $8.37 per employee per month. The City of Clearwater budgeted
$2,600.00 per employee for health insurance for ] 995 of which $100.44 will be applied to mental
health/substance abuse coverage.
The performance of PPS si nee ] -1-93 has been more than sati sfactory and a higher level 0 f
service is not required.
Reviewed by:
o Approved
o Approved w/conditions
o Denied
o Continued to:
Cas ts: Estimated
$156.083.00
Total
Originating Dept:
Human Resources
Commission Action:
Legal .lli.A
Budget 77J~
Purchasing
Risk Mgmt. N I A_
CIS ~.
ACM t2-L<--U
Other Nt A
User Dept.:
various
$117.062.25
Current FY
Funding Source:
o Capt. Imp.
(X] Operating
o Other
Adverti sed: Nt A
Date:
Paper:
Attachments:
Submitted by:
Z/4-H
&i'ty~nager
o Not required
Affected parties
o Notified
r&:l Not required
590-07000-545601-
590-000
Appropriation Code:
~ None
AGENDA
DATE Cf_ /z_ 9#
iTEM # 1...1)
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Item If
Meeting Date:
CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
1 r I~ ' 0/ if
Subject:
EMPLOYEE TERM LIFE INSUHANCE
Recommendation/Motion:
Award the contract for non-contributory life insurance plan for full-time City cmployees and
eligible rctirees to Business Men's Assurance Lifc (BMA) of Kansas City, Missouri at an estimated
cost of $ I 0,300.00 which was the lowest, most rcsponsive, and responsible bid in accordance with
specifications, for the contract pcriod of I - I -95 through 12-:~ I-C))
Iil and that the appropriate officials be authorized to execute same.
BACKGROUND:
The City of Clcarwatcr added a non-contributory
replace a $ I ,000.00 terlll I ife insurance policy
per pay and an cmploycr contribution of $.27
currcnt plan with thc followi ng death benefits:
lifc insurance policy effective January I, 1992, to
which requircd an cmployec contribution of $.25
pCI' pay. The City pays $.47 per $1,000.00 for the
$2500.00 for fuJl-timc cl11ployees under age 65
$1500.00 for full-timc employees over age 65
$1000,00 for rctirees who were participating prior to January I. 1992, and for employees
retiring aftcr January I, 1 ()92,
Under direction from lhc City Commission, our insurance consultanl, Wittncr & Company,
prepared a request for proposal for the employee term life insurance.
The City's cost for BMA will be $.23/$I.O()().OO, The estimated allllllal savings is $11,700.00. BMA has
guarantecd this ratc 1'01' a threc (3) year pr.-ind. The change in Insurance carner will be
transparent for all City employees currently covered by this term life Insurance.
The total annual cost is approxi mately
1994/95 employee insurance budget
employec insurance budget code:"
$IO,30().OO.
codes and
Monies <lrc available within
funding will be requcsted
each
In
department's
thci r 1995/96
Reviewed by:
o Approved
o Approved w/conditions
o Denied
o Continued to:
Commission Action:
Originating Dept:
Human Resources
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Estimated
$10.300.00
Total
Legal NI A ,
B d t ..;~...../ / ~<, /
U ge...;- /.":I~
Purchasing
Risk Mgmt. NI A
CIS jlih
AC M 1(.!; (L-
Other --NL8
User Dept.:
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$7.500.00
Current FY
Advertised:
Date: 6/10/94;
6/17/94
Paper: Pinellas Counly
Review;Tampa Tribune
o Not required
Affected parties
00 Notified
o Not required
Funding Source:
o Capt. Imp,
[Xl Operating
o Other
Attachments:
Bid Tabulation and Summary
~"
Submitted by:
q-~
C{{ Manager
Appropriation Code:
590 - () 7 000- 545 SOO-
590-000
o None
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CITY of. CLEARWATER
RFP 141-94 .Group Tenn Life Finalists
BMA
Guarantee
Mutual
$2,500 Life
$2 500 AD&D
$5 000 Life
$5 000 AD&D
$10 000 Life
$10,000 AD&D
Rate Guarantee
Best's Ratino
Standards & Poor's
Dun & Bradstreet RatinO'
Guarantee Issue
Accelerated Benefits
Self Accountin
Florida Office
Home Office
Rates Guaranteed
for Januar I, 1995
Re-enrollment Re uired
Uses City I S Form
Exclusion
Seat Belt Rider (AD&D)
.23
.035
.21
.035
.20
.035
wee Ye.1rs
A + (Superior)
AA (Excellent)
AA
(All Coverages)
Yes; terminal in 6 months;
25 % maximum
Yes
Yes; 6 months;
Any occupation;
Prior to age 60
Yes
Tampa
Kansas City, Missouri
Yes
.24
.05
.22
.05
.21
.05
Three Ye.ars
A (Excellent)
N/A
N/A
(All Coverages)
Yes; tenninal in 12 months;
(}.1ust have at least $20,000 in force
Yes
Yes; 6 months;
Any occupation;
Prior to a!!e 70
Yes
Maitland
Omaha, Nebraska
Yes
AD&D 24-hour CoveraO'e
Disability
Waiver of Premium
No
Yes
Suicide (2 Years)
No
No
Yes
None
Yes
Plus $10,000 if wearing seat belt
Plus $5,000 if riding in car with air ba2
Bid Tabulation II
**Please note that SMA's rate for $2500 Life was further negotiated down
from $.285/$1,000 to $.23/$1,000.
CITY OF CLEARWATER
RFP 141-94
RESPONDING VENDOR LIST
1. FORTIS BENEFITS
P.O. BOX 419596
MO. 64141
2. ROYAL MCCABES LIFE
SUITE 1811
427 WHOOPING LOOP
ALTAMONTE SPRINGS, FL. 32701
3 . HUMANA HEALTH CARE PLANS
5401 WEST KENNEDY BLVD.
SUITE 800
TAMPA, FL 33609-2476
4. METROPOLITAN LIFE INSURANCE
METROPOLITAN PLAZA
P.O. BOX 30074
TAMPA, FL 33630
5. CIGNA GROUP INSURANCE
5404 CYPRESS CENTER DRIVE
SUITE 150
TAMPA, FL 33609
6 . STANDARD INSURANCE
4350 WEST CYRPESS
TAMPA, FLORIDA 33607
7. THE PRINCIPAL FINANCE GROUP
801 ROCKVILLE PIKE, SUITE 601
ROCKVILLE, MD 20852
SUMMARY OF RFP 141-94
SOLICITED:
RECEIVED :
NO RESPONSE:
19
13
6
8. MUTUAL OF OMAHA
1511 N. WESTSHORE KANSAS CITY,
SUITE 570
TAMPA, FL 33607
9. BMA-BUSINESSMEN'S ASSURANCE
3001 NO. ROCKY POINT DR.
SUITE 200
TAMPA, FLORIDA 33607
10. GROUP AMERICAN INSURANCE
111 FOUNDERS PLAZA
7TH FLOOR
EAST HARTFORD, CT 06108
11. ITT HARTFORD
101 SOUTHALL LANE
MAITLAND, FL 32751
12. THE PRUDENTIAL HEALTH CARE
6200 COURTNEY CAMPBELL CAUSEWAY
SUITE 200
TAMPA, FL 33607
13. NORTH AMERICAN LIFE
100 WEST CYPRESS CREEK ROAD
FORT LAUDERDALE, FL 33309
. '. ~ " ' . . " .,Il. . ". ',..,' . . . . .' . ~'., , .' '.' . , :.. . j . .: :; .'
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ARWATER
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POST OFFICE BOX 4748
C LEA R W ATE R, F LOR IDA 3 4 6 1 8 . 4 7 4 8
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SUBJECT:
Request for Proposal (RFP)-141-94
Group Term Life Insurance
Dismemberment Coverage
ISSUE DATE:
June 08, 1994
PREBID CONFERENCE:
June 24, 1994 - 2:00 PM
MAIL BIDS TO:
City of Clearwater
Purchasing Division
P. O. Box 4748
Clearwater, FL 34618-4748
DELIVER BIDS TO:
City of Clearwater
Purchasing Division
711 Maple Street
Clearwater, FL 34615
BIDS MUST BE RECEIVED
NOT LATER THAN:
July 15, 1994 - 4:00 PM EST
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Proposals may not be withdrawn
after time and date of opening
pri, r to Janu, J~5.
'7f~
George E. McKibben
Purchasing Manager
4
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"Equal Employment and Affirmative Action Employer"
. . . '. ~ ' . 'I - "." , . . ,." -. .,', " , :. ~l . . .
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CITY OF CLEARWATER
REQUEST FOR PROPOSAL
FOR
GROUP TERM LIFE INSURANCE
for All City Employees, Retirees, and Elected Officials
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CITY OF CLEARWATER
REQUEST FOR PROPOSAL
FOR
GROUP TERM LIFE INSURANCE
ISSUE DATE:
June 8, 1994
PERIOD OF CONTRACT:
Contract period shall commence January 1, 1995,
expiring on December 31, 1995, and annually
renewable thereafter upon mutual consent.
PRE-PROPOSAL
CONFERENCE:
The City will hold a voluntary pre-proposal
conference on Friday, June 24, 1994 at 2:00 p.m. in
the Council Chambers of City Hall.
SEALED PROPOSALS
WILL BE RECEIVED UNTIL:
4:00 p.m.. Eastern Daylight Time. July 15. 1994
and then publicly opened
All proposals (one original and two copies) must be returned in a SEALED ENVELOPE
clearly marked on the front "Proposal for Group Term Life Insurance Coverage to be
opened at 4:00 p.m., Eastern Daylight Time, July 15, 1994 - Bid No. 141-94".
ALL INQUIRIES FOR
ThWORMATIONSHOULDBE
DIRECTED IN WRITING TO:
George McKibben
(813) 462-6860
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HAND DELIVER, MAIL,
OR EXPRESS MAIL SEALED
PROPOSALS:
City of Clearwater
Purchasing Department
711 Maple Street
Clearwater, Florida 34615
Bid No. 141-94
2
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ADDENDA TO TI-IIS RFP
5?
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If any addenda are issued on this RFP, a good faith attempt will be made to deliver a copy of
each to those persons or firms who, according to the records of the City's Purchasing
Department, have previously received a copy of this RFP. However, prior to submitting the
proposal, it shall be the responsibility of each Proposer to contact the City's Purchasing
Department to determine if addenda were issued and, if so, to obtain such addenda for
attachment to the proposal. If such addenda are not attached to the proposal, the proposal will
be considered non-responsive.
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In order to assure that any required addenda are made available to you as soon as possible,
please complete the following information and return the completed form to the address shown
below.
Copies of all addenda will be sent immediately upon preparation to the person completing and
returning this form. In addition to their direct mailing, addenda copies will be sent to known
recipients of this RFP, however, this latter procedure may not result in the proposal preparer
receiving the addenda.
Person to Whom Addenda Should Be Sent:
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IMMEDIA TELY UPON RECEIPT OF RFP~ MAIL THIS FORM TO:
City of Clearwater
Purchasing Department
711 Maple Street
Clearwater, Florida 34615
Bid No. 141-94
3
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SCOPE OF PROJECT
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The purpose of this RFP is to competitively bid the City's Group Term Life Insurance on
a fully-insured basis.
. The City is requesting the proposals net of commission. The City has contracted with the
firm of Wittner & Co. as fee paid Employee Benefit Consultants for evaluation and
recommendation. Wittner & Co. is to be compensated by the City on a fee-for-service
basis and not through commissions on the Group Term Life Insurance Plan.
. All questions relative to this RFP for clarification, etc. are to be directed in writing to:
George McKibben, Director of Purchasing
City of Clearwater
711 Maple Street
Clearwater, Florida 34615
(813) 462-6860
· Please refer to Bid No. 141-94 in all correspondence.
· Purchasing will coordinate, and all responses will be put in writing to all recipients of the
RFP. Responses will be generated by Tom Richarme of Wittner & Co. It is the City's
request that City personnel not be contacted directly by interested proposers but that all
questions be forwarded through Mr. McKibben for continuity.
.
A voluntary pre-proposal conference will be held on June 24, 1994 at 2:00 p.m. in the
Council Chambers of City Hall. Attendees at the pre-proposal conference are encouraged
to submit questions in advance in writing to Mr. McKibben in Purchasing. All questions
and responses will be shared in writing with all potential proposers.
4 -
Sworn statement under Sec. 287.133(3)(a)Fl. Statutes on Public Entity Crimes:
APPROPRIATIONS CLAUSE:
The City, as an entity of government, is subject to the appropriation of funds by its legislative
body in an amount sufficient to allow continuation of its performance in accordance with the
terms and conditions of this contract for each and every fiscal year following the fiscal year in
which this contract is executed and entered into and for which this contract shall remain in
effect. The City shall, upon receipt of notice that sufficient funds are not available to continue
its full and faithful performance of this contract, provide prompt written notice to Seller of
such event and effective thirty (30) days after giving such notice, or upon the expiration of the
period of time for which funds were appropriated, whichever occurs first, be thereafter
released of all further obligation in any way related to the contract.
PUBLIC ENTITY CRIMES STATEMENT:
Florida Statutes 287.017 states that no public entity shall accept a bid from, award any
contract to, or transact any business in excess of the threshold amount for Category Two
(currently $10,000) with any person or affiliate on the convicted vendor list for a period of 36
months from the date that person or affiliate was placed on the convicted vendor list unless that
person or affiliate has been removed from the list pursuant to Section 287 . 133(3)(f)F .S. No
public entity which was transacting business with a person at the time of the commission of a
public entity crimes which resulted in that person being placed on the convicted vendor list
shall accept any bid from, award any contract to, or transact any business with any other
person which is under the same, or substantially the same control as the person whose name
appears on the convicted vendor list so long as that person I s name appears on the convicted
vendor list. If a user department has any questions concerning the convicted vendor listing,
that department should contact the Purchasing Manager. The attached form is required from
any vendor/contractor entering into a contract with the City, in the amount of $10,000 or
more.
DRUG-FREE WORKPLACE STATEMENT:
Preference shall be given to businesses with drug-free workplace programs. Whenever two or
more bids which are equal with respect to price, quality, and service are received by the City
for the procurement of commodities or contractual services, a bid received from a business that,
certifies that it has implemented a drug-free workplace program shall be given preference in
the award process. Established procedures for processing tie bids will be followed if none of
the tied vendors have a drug-free workplace program.
In order to comply with Florida Statutes, all bidders will be required to complete the Drug-
Free Workplace Form (FS 287.087) and Public Entity Crime Form (FS 287.133). Copies of
both documents are attached and must be returned with your bid response.
5
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BID PROTEST PROCEDURE:
Any actual or prospective bidder who is aggrieved in connection with the solicitation or award
of a contract may seek resolution of his/her complaints by contacting the Purchasing Manager.
COMPLIANCE WITH RECYCLED PAPER ORDINANCE:
Per Ordinance #5059-90, the City shall require all persons submitting responses to Request
For Proposals to agree to the following as a pre-condition to contract award:
e All reports submitted to the City by a contractor in fulfillment of contract obligations shall
use recycled paper when it is available at a reasonable price and of satisfactory quality to
meet contractual performance standards. For the purposes of this paragraph, the price of
recycled paper shall be considered "reasonable" if its cost is no more than ten percent
higher than the lowest price offered for non-recycled paper.
. All reports submitted to the City by a contractor shall use both sides of paper sheets
whenever practical.
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· Contractors shall be responsible for maintaining records documenting usage of recycled
paper for reports submitted to the City in fulfillment of contractual obligations.
Contractors shall submit such records to the City according to procedures to be established
by the Purchasing Manager not later than October 1, 1992.
NO CORRECTIONS CLAUSE:
Once a proposal is submitted, the City shall not accept any request by any proposer to correct
errors or omissions in any proposal submitted.
RETENTION/DISPOSAL OF RFP'S CLAUSE:
The City of Clearwater, Florida reserves the right to retain all proposals submitted for official
record purposes and to use any ideas in a proposal regardless of whether that proposal is
selected. Submission of a proposal indicates acceptance by the firm of the conditions
contained in the request for proposals, unless clearly and specifically noted in the proposal
submitted and confirmed in the contract between the City and the firm selected.
The City also reserves the right to dispose of any or all copies of proposals in whatever
manner it deems appropriate. No copies of proposals will be returned to the proposer.
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LEGAL NAME CLAUSE:
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Proposals shall clearly indicate the legal name, address and telephone number of the
respondent (company, firm, partnership, and individual). Proposals shall be signed above the
typed or printed name and title of the signer. The signer shall have the authority to bind the
respondent to the submitted proposal.
OPENNESS OF PROCUREMENT CLAUSE:
Written proposals, other submissions, correspondence, and all records made thereof, as well as
negotiations conducted pursuant the RFP, shall be handled in compliance with Chapters 119
and 286 Florida Statutes. The City gives no assurance as to the confidentiality of any portion
of any proposal once submitted.
NO COLLUSION CLAUSE:
By offering a submission to the RFP, the proposer certifies the proposer has not divulged to,
discussed or compared his/her competitive proposal with other proposers and has not colluded
with any other proposers or parties to this competitive proposal whatsoever. Also, proposer
certifies, and in the case of a joint competitive proposal each party thereto certifies as to its
own organization, that in connection with the competitive proposal:
· Any prices and/or cost data submitted have been arrived at independently, without
consultation, communication, or agreement, for the purpose of restricting competition, as
to any matter relating to such prices and/or cost data, with any other proposer or with any
competitor;
· Any prices and/or cost data quoted for this competitive proposal have not been knowingly
disclosed by the competitive proposer and will not knowingly be disclosed by the proposer,
directly or indirectly to any other proposer or to any competitor, prior to the scheduled
award of the audit contract;
· No attempt has been made or will be made by the proposer to induce any other person or
firm to submit or not to submit a competitive proposal for the purpose of restricting
competition;
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· The only person or persons interested in this competitive proposal, principal, or principals
is/are named therein and that no person other than therein mentioned has any interest in
this competitive proposal or in the Agreement to be entered into; and
. No person or agency has been employed or retained to solicit or secure this Agreement
upon an agreement or understanding for a commission, percentage, brokerage, or
contingent fee, excepting bona fide employees or established commercial agencies
maintained by the purchaser for the purpose of doing business.
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REJECTION OF PROPOSALS/INFORl\1ALITY WAIVER:
The City may reject proposals if:
. The proposer misstates or conceals any material fact in the proposal; or if,
· The proposal does not strictly conform to the law or requirements of the RFP.
. The proposal is conditional, except that the proposer may qualify his proposal for
acceptance by the City on an "all or none" basis, or a "low item" basis. An "all or none"
basis proposal must include all items upon which proposals are invited.
· The City may, however, request all proposals whenever it is deemed in the best interest of
the City to do so and may request any part of a proposal unless the proposal has been
qualified as provided above. The City may also waive any minor irregularities or
informalities in any proposal.
RFP EXPENSE STATEMENTS:
All vendor costs associated with this RFP will be the responsibility of the vendor.
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A DRUG-FREE WORKPLACE, IN ACCORDANCE WITH SECTION 287.087
Preference shall be given to businesses with drug-free workplace programs. Whenever two or
more bids which are equal with respect to price, quality and service are received by the City
for the procurement of commodities or contractual services, a bid received from a business that
certifies that it has implemented a drug-free workplace program shall be given preference in
the award process. Established procedures for processing tie bids will be followed if none of
the tied vendors have a drug-free workplace program, a business shall:
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1. Publish a statement notifying employees that the unlawful manufacture, distribution,
dispensing, possession, or use of a controlled substance is prohibited in the workplace and
specifying the actions that will be taken against employees for violations of such
prohibition.
2. Inform employees about the dangers of drug abuse in the workplace, the business's policy
of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and
employee assistance programs, and the penalties that may be imposed upon employees for
drug abuse violations.
3. Give each employee engaged in providing the commodities or contractual services that are
under bid a copy of the statement specified in subsection (1).
4. In the statement specified in subsection (1), notify the employees that, as a condition of
working on the commodities or contractual sen'ices that are under bid, the employee will
abide by the terms of the statement and will notify the employer of any conviction of, or
plea of guilty or nolo contendere to, any violation of chapter 893 or of any controlled
substance law of the United States or any state, for a violation occurring in the workplace
no later than five (5) days after such conviction.
5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or .
rehabilitation program if such is available in the employee's community, by any employee
who is so convicted.
6. Make a good faith effort to continue to maintain a drug-free workplace through
implementation of this se.ction.
As the person authorized to sign the statement, I certify that this firm does/does not (select
only one) fully comply with the above requirements.
Business's Name
Vendor's Signature
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INSURANCE REQUIREMENTS
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The bid will procure and maintain the following insurance coverage:
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1. Workers' Compensation and Employers' Liability--the bidder shall procure and maintain
for the life of this purchase order Workers' Compensation Insurance covering all
employees with limits meeting all applicable state and federal laws. This coverage shall
include Employers' Liability with limits meeting all applicable state and federal laws.
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2. General Liability--The bidder shall procure and maintain, for the life of this purchase
order, General Liability Insurance. This coverage shall be on an 'Occurrence' basis and
shall include:: Premises and Operations; Independent Contractors; Products and Complete
Operations and Contractual Liability. Coverage shall be no more restrictive than the latest
edition of the Commercial General Liability policies of the Insurance Services Office.
The policy shall provide coverage for death, bodily injury, personal injury or property
damage that could arise directly or indirectly from the performance of this purchase order.
The minimum limits of coverage shall be $500,000 Per Occurrence Combined Single Limit
for Bodily Injury Liability and Property Damage Liability.
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The City shall be included and identified as an Additional Insured under the
policy/certificate of insurance.
3. Business Automobile Liability--The Bidder shall procure and maintain, for the life of the
purchase order, Business Automobile Liability Insurance.
The minimum limits of coverage shall be $300,000 Per Occurrence. Combined Single
Limit for Bodily Injury Liability and Property Damage Liability. This coverage shall be
an n Any Auto" type policy. Coverage shall be no more restrictive than the latest edition of
the Business Automobile Policies of the Insurance Services Office.
4. Indemnity--The Bidder shall defend, indemnity, save and hold the City harmless from any
and all claims, suits, judgments and liability for death, personal injury, bodily injury or
property damage arising directly or indirectly from the performance of this purchase order
by bidder, its employees, subcontractors or assigns, including legal fees, court costs, or
other legal expenses. The bidder acknowledges that it is solely responsible for complying
with the terms of the purchase order.
5. Supplemental Provisions
a) The insurance coverages and conditions afforded by this policy shall not be suspended,
voided, cancelled or modified except after thirty (30) days prior written notice by
certified mail return receipt requested has been given to the City's Risk Management
Office.
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b) Certificates of Insurance meeting the specific required insurance provisions specific
within the purchase order shall be forwarded to the City's Risk Management Office and
approved prior to start of any work. After review, the Certificate will be filed with the
Purchasing Office as a apart of the original purchase order.
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c) Receipt and acceptance of a bidder's Certificate of Insurance, or other similar
document, does not constitute acceptance or approval of amounts or types of coverage
which may be less than required by the purchase order.
d) The City may at its option require a copy of the bidder's insurance policies.
e) All insurance policies required with this purchase order shall provide full coverage
from the first dollar of exposure unless otherwise stipulated. No deductibles will be
accepted without prior approval fro the City.
6. Safety and Health Requirements
a) Safe and Healthful Work Environment--It is the bidder's sole duty to provide safe and
healthful working conditions to its employees and those of the City on and about the
project site. The City assumes no duty for supervision of the bidder.
b) Stop Work Orders--The City may order that the work stop if a condition of immediate
danger to City employees, equipment or property damage exists. This provision shall
not shift responsibility or risk of loss for injuries or damage sustained from the bidder
to the City, and the bidder shall remain solely responsible for compliance with all
safety requirements and for the safety of all persons and property at the project site.
c) Compliance with Safety and Health Regulations--The bidder shall comply with the
standards and regulations set forth by the Occupational Safety and Health
Administration (OSHA), the Florida Department of Labor and Employment Security
and all other appropriate federal, state, local regulations or City safety and health
standards.
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SWORN STATEJ\lENT PURSUANT TO SECTION 287.l33(3)(a),
FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES
TillS FORM l\ruST BE SIGNED AND S'''ORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR
OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
1. This sworn statement is submitted to
[print name of public entity]
by
[print individual's name and title]
for
[print name of entity submitting sworn statement]
whose business address is
and (if applicable) its Federal Employer Identification Number (FEIN) is
(If the entity has no FEIN, include the Social Security Number of the individual signing this sworn statement:
2. I understand that a "public entity crime" as dermed in Paragraph 287.133(1)(g), Florida Statutes, means a
violation of any state or federal law by a person with respect to and directly related to the transaction of
business with any public entity or with an agency or political subdivision of any other state or of the United
States, including, but not limited to, any bid or contract for goods or services to be provided to any public
entity or an agency or political subdivision of any other state or political subdivision of the United States and
involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation.
3. I understand that "convicted" or "conviction" as defmed in Paragraph 287. 133(1)(b), Florida Statutes, means
a finding of guilt or a conviction of a public entity crime, with or without a adjudication of guilt, in any
federal or state trial court of record relating to charges brought by indictment or information after July 1.
1989, as a result of a jury verdict, non-jury trial, or entry of a plea of guilty or nolo contendere.
4. I understand that an "affiliate" as defined in Paragraph 287 . 133(1)(a), Florida Statutes, means:
1 A predecessor or successor of a person convicted of a public entity crime; or
2. An entity under the control of any natural person who is active in the management of the entity and who
has been convicted of a public entity crime. The term "affiliate" includes those officers, directors,
executives, partners, shareholders, employees, members, and agents who are active in the management of
an affiliate. The ownership by one person of shares constituting a controlling interest in another person,
or a pooling of equipment or income among persons when 110t for fair market value under an arm's
length agreement, shall be a prima facie case that one person controls another person. A person who
knowingly enters into a joint venture wi th a person who has been convicted of a public entity crime in
Florida during the pre.ceding 36 months shall be considered an affiliate.
S. I understand that a "person" as defined in Paragraph 287.133(1)(e), Florida Statutes, means any natural
person or entity organized under the laws of any state or of the United States with the legal power to enter
into a binding contract and which bids or applies to bid on contracts for the provision of goods or services let
by a public entity or which otherwise transacts or applies to transact business with a public entity. The term
"person" includes those officers, directors, executives, partners, shareholders. employees, members, and
agents who are active in management of an entity.
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6. Based on information and belief, the statement which I have marked below is true in relation to the entity
submitting this sworn statement. [indicate which statement applies.]
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shareholders, employees, members, or agents who are active in management of the entity, nor any affiliate of
the entity has been charged with and convicted of a public entity crime subsequent to July I, 1989.
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_The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners,
shareholders, employees, members, or agents who are active in management of the entity, or an affiliate of the
entity bas been charges with and convicted of a public entity crime subsequent to July 1, 1989.
_The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners,
shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of
the entity has been charges with and convicted of a public entity crime subsequent to July I, 1989. However,
there bas been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of
Administrative Hearings and the Final Order entered by the Hearing Officer determined tbat it was not in the
public interest to place the entity submitting this sworn statement on the convicted vendor list. [attach a copy
of the final order]
I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR
THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 (ONE) ABOVE IS FOR THAT PUBLIC ENTITY
ONLY AND, THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN
WHICH IT IS FILED. I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC
ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT
PROVIDED IN SECTION 287.017, FLORIDA STATUTES FOR CATEGORY TWO OF ANY CHANGE IN
THE INFORMATION CONTAINED IN THIS FORM.
Signature
Dare
STATE OF
The foregoing instrument was acknowledged before me this
Date
COUNTY OF
by
, who is personally known to me
Name of person acknowledging
or who has produced
Type of identification
as identification and who did/did not take an oath.
Notary Public, Commission No.
Signarure
(Name of Notary typed, printed, or stamped)
(SEAL ABOVE)
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COMPLIANCE WITlI LA \\'S, RULES, AND REGULATIONS:
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Each Proposer is responsible for full and complete compliance with all laws, rules and
regulations (including those of the Florida Department of Insurance) which may be applicable.
Failure or inability on the part of a Proposer to comply with such laws, rules and regulations
(including failure to obtain Florida Department of Insurance approval for filings) shall not
relieve the Proposer from its obligation to honor its proposal and to perform completely in
accordance with such proposal.
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FLORIDA PUBLIC RECORDS LAW:
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Bid submittal information shall be subject to Chapter 119, Florida statutes, generally known as
the "Florida Public Records Law". The City cannot regard any document, information or
data as proprietary or confidential unless so exempted by Florida statutes. Documents
received with proprietary or confidential information may be re-sealed and returned without
further consideration or obligation.
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NON-WARRANTY OF SPECIFICATIONS:
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Due care and diligence have been exercised in the preparation of this RFP and all information
contained herein is believed to be substantially correct. However, the responsibility for
determining the full extent of the exposures to risk and verification of all information herein
shall rest solely with the Proposer. Neither the City nor it's representatives shall be
responsible for any error or omission in this RFP, nor for the failure on the part of the
Proposer to determine the full extent of the exposures.
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DEVIATIONS FROM DESIRED PLAN:
The contract terms and conditions stipulated in this RFP are those desired by the City and
preference will be given to those proposals in full and substantial compliance with the
requested programs. However, after allowance for any deviations, all proposals will be
considered initially. Proposers are cautioned that deviations from the specified programs must
be clearly stated and described on the proposal forms.
NEGOTIA TION:
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The City, at its option, may undertake simultaneous negotiations with selected Proposers who
have submitted reasonable and timely proposals and which are found to be fully qualified and
capable of meeting all servicing requirements. (per Florida Statute 112.08.)
The City shall determine which of the Proposers, if any, with whom it wishes to negotiate
based on preliminary analysis of those most capable of meeting the financial and servicing
requirements set forth in the RFP.
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VERIFICATION MEETINGS:
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The City may wish to hold separate Verification Meetings with certain of the Proposers to
further verify the form and substance of their respective proposals relative to coverages,
service and price. The decision as to whether to hold Verification Meetings and which
Proposers will be invited to attend is within the sole discretion of the City.
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Proposers selected for Verification Meetings should have in attendance a company
representative authorized to make decisions relative to the proposal, as well as those
individuals with whom the City would have contact in the day-ta-day handling of the account.
RE-RATING ENDORSEMENT:
Notwithstanding any provision in the contracts to the contrary, the Proposer shall give the City
a preliminary renewal notice, stating the projected amount of rate or fee change, no later than
90 days prior to each renewal date. Subsequently, no later than 45 days prior to each renewal
date, the Proposer shall provide the City with a firm renewal, stating specifically the amount
of rate or fee change.
PROPOSAL WITHDRAWAL:
Any proposal may be withdrawn until the date and time set above for the submission of the
proposals. Any proposals not so withdrawn shall constitute an irrevocable offer, up to January
1, 1995, to sell to the City the services set forth in these specifications, or until one or more of
the proposals have been accepted.
VENDOR QUALIFICATIONS:
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Only those Proposers which, in the opinion of the City, are financially capable of providing
the coverage will be considered. The current Best's Insurance Reports will be used as a guide.
Any insurance company submitting a proposal must meet or exceed Best's rating of:
1. A, General Policyholders Rating Classification, AND
2. Group VII, Financial Size Classification.
Non-rated companies must provide evidence of financial responsibility satisfactory to the City.
Audited financial statements are required. Financial responsibility of downstream or
subsidiary companies must be guaranteed in writing by the parent company by endorsement of
the contract as follows:
In the event that (the Proposer) is unable to pay any loss payable within the time and in
, accordance with the terms and provisions set forth in the above-referenced agreement, the
(parent Company) hereby agrees to make such payment therefore in accordance with the terms
and provisions of such agreement.
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AUTHORIZED SIGNATURE:
The signature on the Proposer's Warranty must be that of an Officer of the Proposer making
the proposal. This manual signature shall pertain to the entire proposal. The original
Proposal and each copy submitted shall contain an original signature on the Proposer's
Warranty.
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TIME LINE AND ACTION PLAN FOR BIDDING GROUP TERM LIFE INSURANCE
June 1994
. Bid Specification released to the public by City's Purchasing Director - June 8, 1994
. Voluntary pre-bid conference with all interested proposers - June 24, 1994
July 15, 1994 - 4:00 p.m. Eastern Dayli2ht Time
. Opening of sealed bids
July 15 - .July 31. 1994
. Bid analysis/selection of finalists
. Post-bid negotiations with selected finalist (per Florida Statute 112.08)
. Presentation by finalists to Insurance Committee
First week in A lI2Ust 1992
. Review results/recommendations with Insurance Committee
Mid-Auenst 1994
· Staff recommendations to the Commission
Early September 1994
. Approval of recommendation at Commission Meeting
September/October 1 ~94
. Preparation of all enrollment and communication material
· Coordination with Employee Relations, payroll preparers, etc.
. Enrollment meetings with employees
November 1994
. Receive, review, and verify all enrollment material for accuracy
. Enter into the payroll system
. Carrier to load enrollment data into their computer; run tests tapes, etc.
December 1994
. Design/approval/printing of SPD
. Approval of plan document
January 1. 1995
. Effective date of the new program
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GENERAL INFORM A TION/CURRENT PLAN OF BENEFITS/RA TING HISTORY
· Number of employees:
Approximately 1694, which includes approximately 117 retirees
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· Plan renewal date and attachment of new carrier--January 1, 1995
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e Unions:
Fraternal Order of Police - Lodge # 1 0 (Uniformed officers)
Fraternal Order of Police - Lodge #43 (Sergeants & lieutenants)
Communication Workers of America - Local 3179 (General employees)
International Association of Fire fighters - Local 1158
. Prior to January 1, 1992, The City of Clearwater had a $1,000 Group Term Life Insurance
Policy, underwritten by The Prudential, in force for 20+ years.
. On January 1, 1992, this plan of benefits was revised:
$2,500 Group Term Life Insurance on all active employees
$1,000 Group Term Life Insurance on all retirees, current and future
Non-contributory basis for active and retirees
Disability Waiver of Premium (to age 60)
Non-Par Policy
Reduction at age 65 to $1,5000 for active employees (Reduction to 60 percent) on
January 1 following 65th birthday
Cost of $.47 per $1,000 per month for active and retirees
Self-accounting billing method
e On January 1, 1993:
Renewal with no change in benefits or rate
e On January 1, 1994:
Renewal with no change in rate
Changed definitions of eligibility to "first of the month following 30 days of full-time
employment" for all employees
. Requested Plan Design (Option 1):
Duplicate current coverage for all active and retiree personnel
Non-contributory basis
Assume no none out on disability on effective date
Fully-insu~ed, pooled basis
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Option 2--Equal amount of AD&D coverage on all active employees for the $2,500 benefit
Option 3--$5,000 Life/ AD&D
Option 4--$10,000 Life/ AD&D
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(AD&D on active employees only)
. Optional Coverage Assumptions
Non-Contributory
Retirees remain at $1,000 with no AD&D
Fully-insured, pooled basis
Non Par Policy
Self-accounting billing method
. Insurers are expected to provide administrative services usually associated with fully
insured Life and AD&D Benefit Plans.
. The successful proposer will be expected to participate in the re-enrollment process using
the City's re-enrollment Form.
· The successful proposer will be expected to provide an insurance policy/plan document,
plan certificates or booklets, and other appropriate literature available to describe the
benefits to employees. Literature distributed should be in layman's terms.
· The proposals for Life/ AD&D Coverage must be separable from any other submitted
proposals for other products being requested by the City.
EMPLOYEE ELIGmaITY FOR BENEFITS:
· All full-time employees of the City of Clearwater working 371h hours per week are entitled
to life insurance coverage.
· City Commission members are entitled to coverage.
· The City contributes 100 percent of the employee cost for the $2,500 term life, therefore,
100 percent of eligible employees are covered.
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BASIC LIFE CLAIMS EXPERlliNCE
MONTH
5/93
6/93
7/93
8/93
9/93
10/93
11/93
12/93
1/94
2/94
3/94
4/94
TOTAL
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5/92
6/92
7/92
8/92
9/92
10/92
11/92
12/92
1/93
2/93
3/93
4/93
TOTAL
LIVES
1,685
1,686
1,678
1,676
1,676
1,676
1,674
1,678
1,683
1,693
1,694
1 ,694
LIVES
1,662
1 ,665
1 ,665
1,658
1 ,663
1,675
1 ,672
1,680
1,683
1,686
1 ,692
1,688
rvlay 1993-April1994
PAID
PREMIUM
1,818
1.818
1,813
1,808
] ,808
1.798
1,804
1,807
1,811
1,821
1,820
1,812
21,738
PAID
CLAIMS
1,000
1,000
2,500
3,500
1,000
9,000
May 1992-ApriJ 1993
PAID
PREMIUM
1,818
1,820
1,822
1,810
1,815
1,728
1,897
1,822
1,827
1,840
1,829
1,822
21,750
PAID
CLAIMS
1,000
3,500
1,000
1,000
5,000
11,500
. ,
LOSS
RATIO
II OF
PAYMENTS '.
.0
55.2
55.3
.0
.0
138.6
.0
.0
192.2
.0
55.2
41.4
1
1
1
2
1
6
LOSS ,. ..::iIOF"::::'
RATIO . :<pAYMENfs:,,::,
.0
.0
54.9 1
.0
.0
.0
206.2 2
.0
54.7 1
.0
54.7 1
274.4 2
52.9 7
20
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1994 SUMMARY OF GROUP TERM LIFE
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ThePrudentaal ~
<.;heryl A, Lukow
Account Coordinator
The Prudential Health Care System of Tampa Bay
3450 West Busch Boulevard, Suite 245
Tampa. Florida 33618
(813) 931-2401; Fax: (813) 931-4188
March 8, 1994
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Evelyn Cone
City of Clearwater
P. O. Box 4748
Clearwater, FL 34618
Reference: Contract #03922
Dear Evelyn:
The attached contractual amendment was prepared to change the Employee Waiting Period
for all employees to the first of the month following 30 days. Also, the retirement reduction
wording was adjusted. This was incorporated into the reprint of the life booklets.
As requested, I have enclosed a booklet draft for you to review. Please let me know if these
booklets are okay to print.
Please have an officer of the company sign the attached form. The original may be retained
for your contractual files; the copy should be returned to me as indicated.
.
We appreciate the opportunity to service the employees and families of City of Clearwater.
Please do not hesitate to contact me at any time if I may assist you.
S incerel y ,
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Cheryl A. Lukow
Account Coordinator
cc: Tom Richanne '
CAUpdWamcnd,doc
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Amendment To Group Contract No: G-03922
(
By their signatures below, the Contract Holder and Prudential agree that the Group Contract is
changed as follows:
The insurance form listed in Column J below is attached to this Amendment; it forms part
of the Group Contract as of its Effective Date. The insurance form listed in Column I
replaces, as of its Effective Date. the corresponding insurance form, if any, listed in
Column II.
Column I
83500 SCH 1001 (03922-2)
effective January 1, 1994
Column II
83500 SCH 1001(03922-1)
effective January 1, 1992
CITY OF CLEARWATER, FLORIDA
(Full or Corporate Name of Contract Holder)
Witness
By
(Signature and Title)
Atlanta, GA
By
(Assistant Secretary)
~ruary 28, 1994
~
83500
AMD 1001
(03922)A
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Schedule of Plans
Effective Date: January 1. 1994
Group Contract No.: G-03922
This Schedule of Plans sets forth the Plan of Benefits that applies to each Covered Class under
the Group Contract listed below as of the Effective Date, The Plan of Benefits tor a Covered
Class is determined by: (1) the Group Insurance Certificates that apply to the Covered Class;
and (2) any modification to those Certificates, provided the modification is listed below or
included in an amendment to the Group Contract. A copy of each Certificate and any
modification to it are attached to the Group Contract and made a part of it,
Covered Class:
All Employees included in the Covered Classes of the Group Insurance Certificate
described below,
Plan of Benefits that Applies to this Covered Class:
The Coverage(s) described in the Group Insurance Certificate:
(a) Prepared for Group Contract No, G-03922;
(b) With the Program Date of January 1, 1994;
(c) Bearing the code "Life; Code 1" and "03922; Ed. 2/94; Doc. 4#505729",
83500
SCH 1001
(03922-2)A
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This certificate provides life insurance for the Employees
of
City of Clearwater, Florida
11 2 South Osceola
Clearwater, Florida 34p18
under Group Contract No. G-D3922.
The Employee shall be given a copy of the group enrollment
application. The benefits are payable to the beneficiaries
of record designated by the Employee.
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Foreword
(
We are pleased to present you with this Booklet. It describes the
Program of benefits we have arranged for you and what you have
to do to be covered for these benefits.
We believe this Program provides worthwhile protection for you
and your family.
Please read this Booklet careful/y. If you have any questions about
the Program, we will be happy to answer them.
IMPORTANT NOTICE: This Booklet is an important document and
should be kept in a safe place. This Booklet and the Certificate of
Coverage made a part of this Booklet together form your Group
Insurance Certificate. Sign your name in the space below when you
receive this Booklet.
......... SIgnature' '0'( Empioyee.........
83500
BFW 1001
1
(1-9) A
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Table of Contents
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FOREWORD. .... ........ ... .... ... .... .t'. .t" "10 ... ........ .t' ..,. ... .... ... ..... ....... ... ... ........ '"' ....... ...... .... .... 1
SCHEDULE OF BENEFITS ...,.... ....... ... ........... ............................. ....... .............. .............. 5
Who Is Covered?........................................ ....................................... ..,.... .... ......,.., 5
Effective Date of These Benefits............... ....... .......... ................... .......... .............. 5
You Should Know............................ ..................................................... .... .............. 5
Emplovee Terrn Life Coverage ....................................... ........... .......... .... .... .......... 5
Amount of Insurance; Amount Reductions Because of Age; Burial Expenses
Other Information.............................................. ..................................................... 6
Waiting Period Before You Become Eligible for Insurance; Cost of the
Insurance; When You Have a Claim
ELIGIBILITY AND BECOMING INSURED ......... ......................... .............. ..................... 8
Who Is E IIg 1ble? ...................................................................................................... 8
When You Become Insured.. ............. .... ....... .............. .... .... ..................... .... ........., 8
When Coverage Could Be Delayed... ........... ........ ................. .............. .... .............. 9
EMPLOYEE TERM LIFE COVERAGE ..... .............. ........... .................. ....... ....... .............. 10
Death Benefit While You Are Covered; Death Benefit While You Are Totally
Disabled; Conversion Privilege
GENERAL INFORMATION........ .......... .................. .... .......... ........ .... ............. .... ..... ..... .... 13
Rules that Apply in the Event of Your Death ..................................................... 13
Beneficiary Rules; Mode of Settlement Rules; Incontestability
Assignment of Coverages to Others.... ..,.... .............. ............ ......~.............. .......... 15
Definitions. .................................................. ......................... _... ........... ..................... 15
WHEN YOUR INSURANCE ENDS .................... ............... .... ....... ................. ........ ...... .... 17
CERTIFICATE OF COVERAGE..... .............. ............... ............ ...... ................. ........ .......... 18
83500
BTe 1001
3
(03922)A
'...
Schedule of Benefits
(
Covered Classes: The "Covered Classes" are these Employees of the Contract Holder (and its
Associated Companies): All Employees.
Program Date: January 1 I 1994. This Booklet describes the benefits under the Group Program
as of the Program Date,
You should know...
· The Coverages in this Booklet are available to you if you are included in the Covered
Classes. Only those Coverages for which you become insured will apply to you. The rules
for becoming insured are in this Booklet's When You Become Insured section.
· There is a Delay of Effective Date section, The rules of that section may delay the start of
your insurance.
· The Delay of Effective Date section also applies to any change. including a change in class,
unless otherwise stated.
· The Coverages are described more fully on later pages of this Booklet. Be sure to read
these pages carefully, They show when benefits are or are not payable under the Group
Contract. They also outline when your insurance ends and the conditions, limitations and
exclusions that apply to the Coverages,
· A Definitions section is included in this Booklet. Many of the terms used in this Booklet,
such as "Active Work Requirement", are defined in that section,
· This Booklet and the Certificate of Coverage together form your Group Insurance
Certificate. The Coverages in this Booklet are insured under a Group Contract issued by
Prudential. All benefits are subject in every way to the entire Group Contract which
includes the Group Insurance Certificate. It alone forms the agreement under which
payment of insurance is made.
· The Employer expects to continue the Group Program indefinitely. But the Employer
reserves the right to change or end it at any time. This would change or end the terms of
the Group Program in effect at that time for active and retired Employees.
EMPLOYEE TERM LIFE COVERAGE
· A benefit is payable under this Coverage if you die from any cause. If you are Totally
Disabled when your insurance ends, there are special provisions that may extend your
death benefit protection, Under certain conditions, you may convert your life insurance to
an individual contract.
83500
ass 1008
5
(Continued)
(03922) A
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Schedule of Benefits (Continued)
BENEFIT AMOUNTS:
Amount For Each Benefit Class:
Benefit Classes
Amount of Insurance
All Employees.................................................... $2,500
Amount Limitation on Account of Age or Retirement: When you are the Limiting Age
(shown below) or more, your amount of insurance is limited. It is 60% of the amount for
which you would then be insured if there were no limitation. If you reach the Limiting Age
while insured. this Limitation will not apply until the next January 1.
The Delay of Effective Date section does not apply to this provision.
Amount Limitation on account of Retirement: On the first day of the month following the
date you retire, regardless of your age, your amount of insurance is limited, It is $',000.
The Delay of Effective Date section does not apply to this provision.
Burial Expenses: If it appears to Prudential that a person incurs expenses in connection with
your burial, that person may receive part of your insurance under the Employee Term Life
Coverage. Prudential, at its option, may pay that person up to $500.00, If an amount is 50 paid.
Prudential will not have to pay that part of your insurance again.
OTHER INFORMATION
(
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Contract Holder: CllY OF CLEARWATER, FLORIDA
Group Contract No.: G-03922
Associated Companies: NONE
Employment Waiting Period: The following period of continuous full-time service with the
Employer: The period extending from the Employee's date of employment to the first day of
the month next following 30 days of continuous full-time employment.
Cost of the Insurance: The insurance in this Booklet is Non-contributory Insurance. The entire
cost of the insurance is being paid by the Contract Holder.
Prudential's Address:
The Prudential Insurance Company of America
Southern Group Operations
2859 Paces Ferry Road
Suite 770
Atlanta, Georgia 30339
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83500
aSB 1008
6
(Continued)
(03922) B
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Schedule of Benefits (Continued)
WHEN YOU HAVE A CLAIM
Each time a claim is made. it should be made without delay. Use a claim form. and follow the
instructions on the form.
If you do not have a claim form. contact your Employer. .
(
83500
ass 1008
7
(03922) C
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Who is Eligible to Become Insured
FOR EMPLOYEE INSURANCE
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You are eligible for Employee Insurance while:
· You are a full-time Employee of the Employer; and
· You are in a Covered Class; and
· You have completed the Employment Waiting Period.
You are full-time if you are regularly working for the Employer at least the number of hours in
the Employer's normal full-time work week for your class, but not less than 30 hours per
week. If you are a partner or proprietor of the Employer, that work must be in the conduct of
the Employer's business,
Your class is determined by the Contract Holder. This will be done under its rules, on dates it
sets. The Contract Holder must not discriminate among persons in like situations. You cannot
belong to more than one class for insurance on each basis, Contributory or Non-contributory
Insurance, under a Coverage. "Class" means Covered Class, Benefit Class or anything related
to work, such as position or Earnings, which affects the insurance available.
This applies if you are an Employee of more than one employer included under the
Group Contract: For the insurance, you will be considered an Employee of only one of those
employers. Your service with the others will be treated as service with that one.
The rules for obtaining Employee Insurance are in the When You Become Insured section.
When You Become Insured
FOR EMPLOYEE INSURANCE
"
;
Your Employee Insurance under a Coverage will begin the first day on which:
· You are eligible for Employee Insurance; and
· You are in a Covered Class for that insurance; and
· You have met any evidence requirement for Employee Insurance; and
· Your insurance is not being delayed under the Delay of Effective Date section below; and
· That Coverage is part of the Group Contract.
At any time, the benefits for which you are insured are those for your class, unless otherwise stated.
When evidence is required: In either of these situations, you must give evidence of
insurability. This requirement will be met when Prudential decides the evidence is satisfactory.
(1) You wish to become insured for life insurance and have an individual life insurance contract
which you obtained by converting your insurance under a Coverage of the Group Contract.
83500
BEL 1010
8
(Continued)
(03922) A
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When You Become Insured (Continued)
(2) You have not met a previous evidence requirement to become insured under any
Prudential group contract covering Employees of the Employer.
Delay of Effective Date
FOR EMPLOYEE INSURANCE
.
Your Employee Insurance under a Coverage will be delayed if you do not meet the Active
Work Requirement on the day your insurance would otherwise begin. Instead, it will begin on
the first day you meet the Active Work Requirement and the other requirements for the
insurance. The same delay rule will apply to any change in your insurance that is subject to
this section. If you do not meet the Active Work Requirement on the day that change would
take effect, it will take effect on the first day you meet that requirement.
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83500
BEL 1010
9
(03922) 8
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Employee Term Life Coverage
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A. DEATH BENEFIT WHILE A COVERED PERSON.
If you die while a Covered Person, the amount of your Employee Term Life Insurance under
this Coverage is payable when Prudential receives written proof of death.
B. DEATH BENEFIT DURING CONVERSION PERIOD.
A death benefit is payable under this Section B if you die:
(1) within 31 days after you cease to be a Covered Person; and
(2) while entitled (under Section D) to convert your Employee Term Life Insurance under this
Coverage to an individual contract.
The amount of the benefit is equal to the amount of Employee Term Life Insurance under this
Coverage you were entitled to convert. It is payable even if you did not apply for conversion. It
is payable when Prudential receives written proof of death.
c. EXTENDED DEATH BENEFIT DURING TOTAL DISABILITY.
(
If you become Totally Disabled while you are a Covered Person, your death benefit protection
will be extended while you are Totally Disabled. The "Extended Death Benefit" is the benefit
described in this Section C.
Total Disability: You are "Totally Disabled" when:
(1) You are not working at any job for wage or profit; and
(2) Due to Sickness, Injury or both, you are not able to perform for wage or profit, the material
and substantial duties of any job for which YOLJ are reasonably fitted by your education,
training or experience.
If you are age 60 or more when your Total Disability starts, the extension ends one year after
your Total Disability started.
If you are less than age 60 when your Total Disability starts, the extension ends one year after
your Total Disability started, unless, within that year, you give Prudential written proof that:
(a) You became Totally Disabled while you were a Covered Person; and
(b) You were less than age 60 when your Total Disability started; and
(e) You are still Totally Disabled; and
(d) Your Total Disability has continued for at least nine months.
Prudential will then further extend your death benefit protection for successive one year
periods. The first of these periods will start on the date Prudential receives this proof. After
that first period, you must give written proof when and as required by Prudential once each
year that your Total Disability continues."
83500
UF R 1028 (as modified by GRP 85582)
10
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(1-2) A
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C. EXTENDED DEATH BENEFIT DURING TOTAL DISABILITY, (Continued)
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If you die while your death benefit protection is being extended, the Extended Death Benefit is
payable when Prudential receives written proof that:
(a) Your Total Disability continued until your death; and
(b) All of the above conditions have been met.
If you die within one year after your Total Disability started and before you give Prudential
proof of Total Disability, written notice of your death must be given to Prudential within one
year after your death.
Your extension protection ends if and when:
(1) Your Total Disability ends, or you become Totally Disabled while age 60 or more and that
protection has been extended for one year after your Total Disability starts, or you become
Totally Disabled while less than age 60; or
(2) You fail to furnish any required proof that your Total Disability continues; or
(3) You fail to submit to a medical exam by Doctors named by Prudential when and as often
as Prudential requires. After two full years of this protection, Prudential will not require an
exam more than once a year.
If your extension protection ends after you have given the first proof of continued Total
Disability, you have the same rights and benefits under Sections Band D as if you ceased to
be a member of the Covered Classes for the insurance. But this does not apply if you become
a Covered Person within 31 days after this protection ends.
Amount of Extended Death Benefit: This amount is determined as if you had remained a
Covered Person until death. But it is reduced by any amount payable under Sections A or B
above or any Prudential group life insurance that replaces this Coverage for a class of Employees.
Effect of Conversion: An individual contract issued under Section D will be in place of all
rights under this Section C. But if you have met all the requirements of this Section C, you can
obtain these rights in exchange for all benefits of the individual contract. Premiums paid under
the individual contract will be refunded. Your choice of Beneficiary in the individual contract, if
different than for this Coverage, will be considered notice of change of Beneficiary for any
claim under this Section C.
D. CONVERSION PRIVilEGE.
If you cease to be insured for the Employee Term Life Insurance of the Group Contract for one
of the reasons stated below, you may convert all or part of your insurance under this
Coverage, which then ends, to an individual life insurance contract. Evidence of insurability is
not required. The reasons are:
(1) Your employment ends or you transfer out of a Covered Class.
(2) All term life insurance of the Group Contract for your class ends by amendment or
otherwise. But, on the date it ends, you must have been insured for five years for that
insurance (or for that insurance and any Prudential rider or group contract replaced by that
insurance).
Any such conversion is subject to the rest of this section D.
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83500
1I F R 1028 (as modified by GRP 85582)
11
(Continued)
(1-2) B
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D. CONVERSION PRIVilEGE. (Continued)
Availability: You must apply for the individual contract and pay the first premium within 31
days after you cease to be insured for the Employee Term Life Insurance.
Individual Contract Rules: The individual contract must conform to the following:
Amount: Not more than your Employee Term Life Insurance under this Coverage when your
insurance ends. But, if it ends because all term life insurance of the Group Contract for your
class ends, the total amount of individual insurance which you may get in place of all your life
insurance then ending under the Group Contract will not exceed the lesser of the following:
(1) The total amount of all your life insurance then ending under the Group Contract reduced
by the amount of group life insurance from any carrier for which you are or become
eligible within the next 31 days.
(2) $10,000.
Form: Any form of a life insurance contract that:
(1) conforms to Title VII of the Civil Rights Act of 1964, as amended, having no distinction
based on sex; and
(2) is one that Prudential usually issues at the age and amount applied for.
This does not include term insurance or a contract with disability or supplementary benefits.
GRP 85582
Premium: Based on Prudential's rate as it applies to the form and amount. and to your class of
risk and age at the time,
Effective Date: The end of the 31 day period during which you may apply for it.
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Any death benefit provided under a section of this Coverage is payable according to that
section and the Beneficiary and Mode of Settlement Rules.
83500
L1F R 1028 (as modified by GRP 85582)
12
(1 -2) C
-
-
General Information
BENEFICIARY RULES
The rules in this section apply to insurance payable on account of your death, when the
Coverage states that they do, But these rules are modified by any burial expenses rule in the
Schedule of Benefits and, if there is an assignment, by the Limits on Assignments section.
"Beneficiary" means a pe rson chosen, on a form approved by Prudential, to receive the
insurance benefits.
You have the right to choose a Beneficiary,
.
If there is a Beneficiary for the insurance, it is payable to that Beneficiary. Any amount of
insurance for which there is no Beneficiary at your death will be payable to your estate.
You may change the Beneficiary at any time without the consent of the present Beneficiary.
The Beneficiary change form must be filed through the Contract Holder. The change will take
effect on the date the form is signed. But it will not apply to any amount paid by Prudential
before it receives the form,
If there is more than one Beneficiary but the Beneficiary form does not specify their shares,
they will share equally. If a Beneficiary dies before you, that Beneficiary's interest will end. It
will be shared equally by any remaining Beneficiaries, unless the Beneficiary form states otherwise.
MODE OF SETTLEMENT RULES
,
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The rules in this section apply to Employee Life Insurance payable on account of your death,
when the Coverage states that they do, But these rules are subject to the Limits on
Assignments section.
"Mode of Settlement" means payment other than in one sum.
Employee Life Insurance is normally paid to the Beneficiary in one sum. But a Mode of
Settlement may be arranged with Prudential for all or part of the insurance, as stated below.
Arrangements for Mode of Settlement: You may arrange a Mode of Settlement by proper
written request to Prudential. If, at your death, no Mode of Settlement has been arranged for
an amount of your Employee life Insurance, the Beneficial)' and Prudential may then mutually
agree on a Mode of Settlement for that amount.
Conditions for Mode of Settlement: The Beneficiary must be a natural person taking in the
Beneficial)"s own right. A Mode of Settlement will apply to secondary Beneficiaries only if
Prudential agrees in writing, Each installment to a person must not be less than $20.00. A
change of Beneficiary will void any Mode of Settlement arranged before the change.
Choice by Beneficiary: A Beneficiary being paid under a Mode of Settlement may, if
Prudential agrees, choose (or change the Beneficiary's choice of) a payee or payees to receive,
in one sum, any amount which would otherwise be payable to the Beneficiary's estate.
Prudential has prepared information about the modes of settlement available. Ask the Contract
Holder for this.
835QO
BBN 1001
13
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This limits Prudential's use of your statements in contesting an amount of Life Insurance for
which you are insured. These are statements made to persuade Prudential to accept you for
insurance. They will be considered to be made to the best of your knowledge and belief.
These rules apply to each statement:
(1) It will not be used in the contest unless:
(a) It is in a written instrument signed by you; and
(b) A copy of that instrument is or has been furnished to you or to your Beneficiary,
(2) If it relates to your insurability, it will not be used to contest the validity of insurance which
has been in force, before the contest, for at least two years during your lifetime.
83500
BBN 1001
14
(1-6) B
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LIMITS ON ASSIGNMENTS
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You may assign your insurance under a Coverage, Unless the Schedule of Benefits states
otherwise, the following rules apply to assignments: (1) Insurance under any Coverage
providing either death benefits or periodic benefits on account of disability may be assigned
only as a gift assignment; (2) Insurance under any other Coverage m3Y be assigned without
restriction. Any rights, benefits or privileges that you have as an Employee may be assigned.
This includes any right you have to choose a Beneficiary or to convert to another contract of
insurance. Prudential will not decide if an assignment does what it is intended to do. Prudential
will not be held to know that one has been made unless it or a copy is filed with Prudential
through the Contract Holder.
This paragraph applies only to insurance for which you have the right to choose a Beneficiary,
when that right has been assigned. If an assigned amount of insurance becomes payable on
account of your death and, at your death, there is no Beneficiary chosen by the assignee, it
will be payable to:
(1) the assignee, if living; or
(2) the estate of the assignee, if the assignee is not living.
It will not be payable as stated in the Beneficiary Rules.
DEFINITIONS
Active Work Requirement: A requirement that you be actively at work on full time at the
Employer's place of business, or at any other place that the Employer's business requires you
to go.
Calendar Year: A year starting January 1.
Contributory Insurance, Non-contributory Insurance: Contributory Insurance is insurance for
which the Contract Holder has the right to require your contributions. Non-contributory
Insurance is insurance for which the Contract Holder does not have the right to require your
contributions. The Schedule of Benefits shows whether insurance under a Coverage is
Contributory Insurance or Non-contributory Insurance.
Coverage: A part of the Booklet consisting of:
(1) A benefit page labeled as a Coverage in its title.
(2) Any page or pages that continue the same kind of benefits.
(3) A Schedule of Benefits entry and other benefit pages or forms that by their terms apply to
that kind of benefits.
Covered Person under a Coverage: An Employee who is insured for Employee Insurance ,
under that Coverage; a Qualified Dependent for whom an Employee is insured for Dependents
Insuranc€il, if any. under that Coverage.
Dependents Insurance: Insurance on the person of a dependent.
Doctor: A licensed practitioner of the healing arts acting within the scope of the license.
Earnings: This is the gross amount of money paid to you by the Employer in cash for
performing the duties required of your job, Bonuses, overtime pay, Earnings for more than 40
hours per week, and all other benefits are not included.
83500
BAS 1013
15
(Continued)
(03922) A
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DEFINITIONS (Continued)
(
Employee: A person employed by the Employer; a proprietor or partner of the Employer. The
term also applies to that person for any rights after insurance ends.
Employee Insurance: Insurance on the person of an Employee.
The Employer: Collectively, all employers included under the Group Contract.
Injury: Injury to the body of a Covered Person.
Prudential: The Prudential Insurance Company of America.
Sickness: Any disorder of the body or mind of a Covered Person, but not an Injury; pregnancy
of a Covered Person, including abortion, miscarriage or childbirth.
You: An Employee.
(
83500
BAS 1013
16
(03922) B
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When Your Insurance Ends
(
EMPLOVEEINSURANCE
Your Employee Insurance under a Coverage will end when the first of these occurs:
· Your membership in the Covered Classes for the insurance ends because your
employment ends (see below) or for any other reason.
· The part of the Group Contract providing the insurance ends.
End of Employment: For insurance purposes, your employment will end when you are no
longer a full-time Employee actively at work for the Employer. But, under the terms of the
Group Contract, the Contract Holder may consider you as still employed in the Covered
Classes during certain types of absences 'from full-time work. This is subject to any time limits
or other conditions stated in the Group Contract,
For the purpose of your life insurance under the Group Contract, your employment in the
Covered Classes will not be considered to end while you: (1) are absent from work for the
Employer on account of your disability; and (2) have been so absent for less than six months;
and (3) are not working at any other job for wage or profit.
If you stop active full-time work for any reason, you should contact the Employer at once to
determine what arrangements, if any, have been made to continue any of your insurance.
, (
83500
BTE 1022
17
(03922) A
.,.. ,','-'...,. .,',~ .: .,.: ,.'.':.' "., ;:'., ,'," ,'..,', ' '",". '.': .',,': ',' ',:-.~'.., .' '. " ,,', , .~:..'.'~
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ThePrudentlal ~
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Employee: The Employee whose signature appears on the Foreword in the front of the Booklet.
Certificate of Coverage
(
Prudential certifies that insurance is provided according to the Group Contract(s) for each
Insured Employee. Your Booklet's Schedule of Benefits shows the Contract Holder and the
Group Contract Number(s).
Insured Employee: You are eligible to become insured under the Group Contract if you are in
the Covered Classes of the Booklet's Schedule of Benefits and meet the requirements in the
Booklet's Who is Eligible section. The When You Become Insured section of the Booklet
states how and when you may become insured for each Coverage. Your insurance will end
when the rules in the When Your Insurance Ends section so provide, Your Booklet and this
Certificate of Coverage together form your Group Insurance Certificate.
Beneficiary for Employee Death Benefits: See the Booklet's Beneficiary Rules.
Coverages and Amounts: The available Coverages and the amounts of insurance are described
in the Booklet.
If you are insured, your Booklet and this Certificate of Coverage form your Group Insurance
Certificate. Together they replace any older booklets and certificates issued to you for the
Coverages in the Booklet's Schedule of Benefits. All Benefits are subject in every way to the
entire Group Contract which includes the Group Insurance Certificate.
The Prudential Insurance Company of America
83500
BCT 1005
18
(1-6) A
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03922; Ed. V94; Doc. #505729
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EVALUATION/SELECTION CRITERIA:
Price - 60%
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All proposers will be evaluated on the basis of obtaining the lowest, long-term net cost to the
City, its employees and retirees. However, in no case will the City be obligated to make a
selection on the single criteria of price.
" "Price" is to include:
Rate per $1,000 for Life
Rate per $1,000 for AD&D
Multi-year rate guarantee
Did the proposal meet the required benefit plan design and funding requirements
Service Factors/Ora:anizational Strenl:fhs - 40%
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· Availability of customer service toll-free (local or 800) and hours of availability.
. Claims turnaround time/accuracy
· Willingness to actively assist the City in the enrollment process
· Willingness to continue the self administration billing procedure
. Willingness to use the City's enrollment form.
· A.M. Best, Dun & Bradstreet, and Standard & Poor's rating
. Organizational history
. Experience in Group Life/ AD&D administration
. Depth and experience of staff
. References and reputation
· Experience with public sector--i.e., cities, counties, and school boards in Florida
22
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CARRIER QUESTIONNAIRE:
1. What is your average claims turnaround time on death claims expressed as calendar
days (not working days)?
2. From what office will the City's claims be processed?
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3. Do you have a customer service and/or claims office in Pinellas County? If no,
will you provide a toll-free number for employees and dependents of the City?
Is this toll-free line included in your rate?
4. What is your firm's A.M. Best rating7
What is your firm's Dun & Bradstreet rating?
What is your firm's Standard & Poor's rating?
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5. Is your Life! AD&D proposal separable from any other products proposed to the City
by your firm?
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A L
RA TE EXHmIT
Life
Year 1
AD&D
Year 1
Life
Year 2
AD&D
Year 2
Life
Year 3
AD&D.
Year 3
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CURRENT PLAN $2 500 Life
OPrION: $5000 Life/AD&D
OPTION: $10,000 Life/AD&D
1. Do your rates include any commission, override, or service fees of any kind?
If yes, please identify amount and to whom it is to be paid.
2. Do your rates assume:
- Employer contribution?
Self-accounting?
- Non-par policy?
- Fully-insured, pooling basis!
Disability Waiver of Premium?
- Current reduction sched ule?
3. Please clearly detail any deviations from requested plan design.
4. Will anyone listed on the City's census receIvmg any less benefit than currently
provided, or any less benefit than they currently expect at older ages?
5. Will you require a complete re-enrollment of all City employees and retirees?
6. Is the AD&D 24 hours, or non-occupational?
7. Please clearly define the terms of your Disability Waiver of Provision feature?
24
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PROGRAM IMPLEMENT A TION:
If a re-enrollment is necessary, the successful Proposer will be expected to participate in the
re-enrollment process, and to conduct employee orientation meetings.
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The successful Proposer will be expected to provide a plan document, plus certificates or
booklets, (SPD), and any other appropriate literature (especially for orientation meetings) to
describe the benefits to employees. Literature distributed to employees should be in layman's
terms, and must be approved by the City.
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1. Who will represent your company in negotiations with the City?
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Name:
Title:
Office Location:
Telephone Number (including area code):
2. Who will be the service account executive for the City?
Name:
Title:
Office Location:
Telephone Number (including area code):
3. Dates you can deliver the first draft of the:
a. Benefit booklets (SPD)
b. Plan Document
c. Enrollment literature
d. Administration Kit
When the City and its consultants have reviewed the first draft, will you have decision-
making personnel available to meet with the City and/or its consultants to finalize
language in the booklet/contracts for production of the second (final) draft before
printing?
4. What administrative requirements will be expected of the City?
a. Plan installation:
b. Payroll deduction:
c. Data processing:
d. Will you assist the City in the communication and enrollment process? Yes
No
25
" ...
5. Did you attach a specimen copy of the following: Yes No
a. Benefit booklets
t b. Communication and enrollment materials
c. Plan document
~
t d. Is the cost of the above items, including
;' materials, included in your proposal?)
t
~,
.~, Have you completed and submitted
e.
the proposer references form?
f. Drug-Free Workplace Form
g. Public Entity Crimes Form
h. Proposer Certification
6. Will all printed material needed for enrollment be available prior to October, 19941
26
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1994 GROUP BENEFITS PROPOSAL SUl\fl\1ARY
CARRIER REFERENCES
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Carriers are requested to provide five references; All references should be organizations of
similar size to the City, for similar programs, preferably in the City's local area.
1. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
2. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
3. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
4. Organization:
Address :
Contact:
Phone No. :
Group size:
Type of program:
5. ' Organization:
Address :
Contact:
Phone No. :
Group size:
Type of program:
27
.~'. '. .' . . . ~ . '. . ' . .: ' ' , , I: .,' .' .~ ." '", ~ '. ' . . .. .'. ". '...:." . . ,
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1994 GROUP BENEFITS PROPOSAL SUMMARY
CARRIER REFERENCES
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List three group medical clients (of similar size to the City of Clearwater) that have cancelled
in the last 18 months.
1. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
2. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
3. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
28
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CITY OF CLEARWATER
PROPOSER CERTIFICATION
I HEREBY CERTIFY that aU requirements contained in these proposal specifications
have been read, understood and complied with except as specifically noted in writing in
our proposal. If our proposal is accepted by the City, we agree to abide by the
requirements of these specifications.
COMPANY:
:BY:
Signature
TITLE:
DATE:
29
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NOTE ON CENSUS FORMAT:
The enclosed census format was used in a previously released RFP for Group Medical
Plans and is included in its entirety.
The DPP/EPP/STAFF notations have no relevance to the City's Life Plan.
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CITY OF CLEARWATER
Census
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SEX
grp.T~ DATE
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CtTY OF Cl=ARWATEC, FL
oAY~OLL/?E~SCN~EL SYSTEM
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CITY O~ ClEAR~ATER, FL
PAYP.OLL/P~PSC~~EL SYSTEM
C I G ~ A-n ~ p S-T~-S-T-H-S-!}.p P-S-Ht'3i: E
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34-6-9 ~~ F ~ 4-/fJ-?-/-S-4
346162244 F 01/08/47
34666 M 11/14/62
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34616 ~ 08101/33
34690 M 11/19/57 . <'
3it5~41511 f 03,/-1--1.-/-2--9
3L.64'.)L.335 M 11/24/34
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?AYR1LL/P~PSONNEL SYSTE~
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~~YROLL/?fRSON~~L SYSTEM
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346155025 F 06/08/43
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34516 ~; Q1/29/S3
346952604 .. 07/03/49
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346151154 H 1G/29/37
31..630 M 03/09/37
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:'4616 7" 02/20/68
34693 M 10/18/60
3-4 6 1 51 ? ; 7 -..; :) 6 -{O-5-/-31
346401126 M OS/28/50
346!J36314 ~ 03/28/49
~4t"24 ~ 1 {}/-?'-71-4-r.
.3 4 6 t..2 ~I 04/21/~.O
346.40 ~ 04/26/35
33635 r 11:1-1;-2-/~
346170563 F 01/14/57
346412413 M 12/01/50
33519 F fJ 2-1 ~.J.-l"'" ~
34616 M 09/23/63
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CITY OF CLEAP.',j,~TEQ, FL
PAY~OLL/?F.PSONNEl SYSTEM
C-J:~..'I/.A---C-?-$'-S-T.,4+-!-S-T-I-C-S--.-n P.P-S-I-NG t-E
ZIP
SEX
9!~TH DA.TE
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34669 :--: 03/01../44
34643 ,.. 10/02/41
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34~16 ~ 01/17/61
34655 '1 09/27/55
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34.S83 M 04/2P,/53
~-;40 F :'\ 2./ ~-SI6-3
34615f>C34 F 11/10/4:~
34625 M 12/12/66
33703 F 1 -t;1-/-2-1-1-5-7
34695292, f1: 06/02/S0
33619 M 08/08/67
~ J..(H ~ ~ 9-8-/-B -f-I-I.-~
34624 ", IJ ,5 /2 7 1 tl1
34684 M 03/28/~3 . ,1
"3 4 ~-&l-1 F 1-G 14-9 -1-5-1
345402271 M 08/10/54
34684 ,., 11/30/47
3 4~ 40 F 1-1-/--2-8-1 ~<<;-9
3461 5 ~ 10/12/22
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CrTY OF CLEAR~AT~R, FL
o~YROLL/PE~SONNEL SYSTE~
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SEX
,IQTH DATE
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346231511 fr4 09/1L./sa
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"3461 5 ,'" 03/0':/62
346165702 F 07/15/3g
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34515 ~ 11/20/44
"34641J F 02/15/62
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34615261'? ~ 10/2C/31
34684 ~ 06/27/51.
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31.621 f 1'2/30/33
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34~15 ~ C3/31/27
34619 t, 02/06/70
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34625 ;oj 09/05/69
34616, ~ 12/01/52
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34615 f-i oa/13/50
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CITY OF CLEA~~ATEo, FL
~ftYRaLL/PE~SO~NEL SYSTE~
C-I-G 'J ,\ {}.P-..P-S."f:.A+-I,,~-T-!-{:_S--_{).p.p-S-I-~; l:E
lIP
SEX
81RTH DATF
34615 F 06/23/147-
34615 M 07/23/41
ll..;.:l- ~ s: ~6/-1...c 1-5-1
34695 ;'0( 09/26/Sa
:3 4691 F 1?/16/56
3/.4-.9c:' ... 1}-1-/-2~ 1,5-1
34695 f 12/13/43
3l.6162261 " 12/1(,,/45
3 I. fH-7 '4 1-?./o.-1-/-5-6
34615 1.1 09/14/65
33712 11, 05/0714Q
3L~ " C- P.-/.:z.~-/..4,o
346444351 ~: OS/22/47
34698 l,f. 02/2/"/45
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34~S F C 7-J-2.'H-?.--=J
34~'2022S5 F 02/2C/S5
'346lt1 r" 07/29/49
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3469 S ~ G7/14/22
34616 F 10/20/45
3 4 61..(i "" 01-1--9::;-/-4-6
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34620 "1 OS/29/71
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CITY OF CLEAP.~ATER, fL
oAYROLL/PEPSCN~EL SYSTE~
C :!-€-N-A---i1-? r S T A-Cf-I-s-T-I-C-S---o fl D-5'{-N6i:::
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SEX
gIRTH DATE
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34f>95 n 08/29/60
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3469:3 '1 OB/JL./l.Q
33706 ... 01/16/35
346Sl. lJ i?-1'/-2-t./-t ,3
341,16 f 1010"2157
33714 M 1'2l17/45
"3 4 :'r4-3-1-4-&4 ~, , -1.1-~-5""4-5
34615 F 05/17/53
3469,S ~, 05/06/50
34S95 ~~ 1-2-/-2-5'/-6 5
34683 ~ 10/18/52
34630 t\~ 08/11152
3-4-6-?-5 ~ 11}f -!;:7-/'6~
31..62l.. F 11/20/4fi
34616 M OS/O~/39
3 4~17 r ~ "s-/-1-3-/-? 3
34619 t1 04/03/63
34684 f 10104/48.
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34615 ~ 09/25/21
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CITY OF CLEAR~ATEP., FL
PAYROLL/PERSONNEL SYSTF.~
C-I-6-N-A-o.p-P-5~.:r-1-S-T -i-t-S---O..o P-5 '1~(, {,-E
lIP
SEX
BIRTH DATF
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34625 F 06/07/70
34681. PI 06/1P./44
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34~1S ~ 12/07/56
33710 ,!-4 03/30/35
3-4.~ .~ -Gi./-2-b-/-S-4
3 4f. 93 f 06/20/47
34625 ", 07/0'e/50
31.~ ~. Q5-/B2-I4-8
34624 F 12/J6/5~
34619 ,.\ 04/17/48
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3461.5 H 01/29/67
34690 t-1 06/15/57
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3462l.4917 f 02/21/31
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34640 F 05/01/.32
34623 F 07/24/49
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34619 ... 06/04/62
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PAVROLL/P~R50NNEL SYSTEM
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34~223~2."3
3464.12233
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346983851
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34698
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F 07/09/57
F G-4./.=J.-9 (-1~
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M 08/18/46
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F C3/07/49
f C9/07/63
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f'I\ 06/16/50
H 04/26/42
l~~ ~ :-/-2-9-1-li.-c
M 02/"22/34
N 01/20/64
t ~ 2-t-G-?7-3-3
F ,07/02/44
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SEX
f!I~TH DATE
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SEX
BIRTH DATE
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CITY 0F CLEARWATER, FL
uAYROLL/PE~SON~rL SYSrE~
C-I-5-N-A-O?P-S-TAT'r-S-T-IC-S--i) p P-S t NG'l1:
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SEX
8IRTH D~.Tf
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335.46 F 08/11/34
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3 4'~-2 f a 1/1~ /-64
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34698 F 09/03/63
34619 f (jy-/-21-/'S'C
34666 t" 12/03/59
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34555 r (}3-/-1-?-/-S-7
34616 F 0"5/07/60
3461;44725 M 11/05/55
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3461-6 M Q4/21/58
34615 M 11/27/50
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3~6Z34119 M 02/04/48
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34615 M 07/03/40
3371 4 M 05/07/45
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CITY OF CL~ARWATEP., FL
PAYROLL/PERSONNEL ~Y~T:H
C4-G-N-A-{)-?fl-S..:r-A-T-I-S-T-I-C-5--~ P-S-I-+I~ L-f.
ZIP
SEX
RIRTH DATE
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34619 M 04/04/54
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PAYROLL/?ERSON~EL SYSTf~
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SEX
FURTH DATE
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3461S321~ M 05/02/42
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34~'5 M 03/23/68
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34689 F G1/16/tO
346893033 M 08/17/tO
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34642 F 05/?6/25
34616 M 08/2"ZIS5
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34642 F 01/01/3."3
346165924 M 04/15/51
3-4f:11S ~ 02-/{)'9'/-3-4
34615 M 12/04/63
346232314 flt 1'2/26/34
34~1 ~ .'.1 04-/~~/~6
34619 !., Q9/13/Sa
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PAYROLL/PE~SONNEL SYSTEM
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SEX
HIRTH OATE
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Rl-;ER
3L4S9SJ ~1 11/3G/5C
34683 M OR/28/t:3
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34'S?S '" 01/22/67
346153326 F 02/17/'2
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346953452 t'I. 09/07/4C
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337125344 ".., 01/05/47
346~3717~ M 02/26/64
34-!rR ,~ ~1-1-1-=?'/-f.a~
33025 F 09/30/32
34641 M OB/14/63
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34524 F 10/13/54
34640 M 02/2&/55
3~624 F fJ=5'/4-4-I-'- ~
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~~YROLL/PE~SONNEL SYSTE~
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HT.~T~ OATE
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~ftYPOLL/PtPSO~NEL SY~T~~
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ZIP
SEX
BIRTH O.ATE
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34-5252239 ~ 03/27/52
346~193Q03 11 C7/1ef'50
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3'-6404421 ~ 17./G1/51
3-41)1'52621 1ft 12/17/54
~~'S65 II- 1"{u-1~/4~
:;4fl15'tJ3~ ~I C ? 11 p. I 4 '.-
346164235 ~, 07/05/40
"' 4..624 M -D6-1~,"-/,-~
3 4 6 4(1 :I- 04/1 P/)4
34610552e2 t~ Q5/1'1/32
-:a;1.~1o M- o (. ./-1-3-/-fH
'3 4 6 2 5 2 f+ 3 8 r 11/1~/47
34615 M C1/2R/52
'34~833~33 ~ 1~-I-1!-U-}-'t
346(,6 "'" 04/05/62
3461.s4D63 M 11/01/29
;1..61~3611 ti 11-1-2-1-1-3..J!-
346!:S3 ~ 08/31/4C
34606 ~ 03/09/49
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3467.2 M 01/0Q/46
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07/21/42
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SJ:X
a.fRTH DAT:
3370fl
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06/0711.7
346246330
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34625 M 06/25/65
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346402536 pot C8/10/2S
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SEX
BIRTH DATF
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34615 ~ 02/23/63
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34677 F 0'3/10163
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3469S M ~6/15/2H
34689 M 04/113/59
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34615 M D7/0~/57
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346952402 ~~ QQ/04/42
34685 M 11/06/1.5
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34698 F 06/13/36
34641 M 05/11/62
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BJPTH DATr
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34690 F 08/14/2!l
34-~ r 9'r:l.1-1-1-/.4 ~---
34'>57 F O~/1P./55
34655 H 11/13/55
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3450:1 F O:S/17/3.g
34652 M 09/12/36
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34646 :". 07/1H/S2
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346'53 F 08/1 9/53
34616 F 04/1 fl./37
3f,647 1" ': 2-/B/-6 C
34615 F 11/01.125
34615 M 09/27/50
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34666 M 0811C/63
34621 F 08123/33
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34695 M 02/22/61
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31.698 ,.. 06/1?/62
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34e8~6303 M 08/05/45
34616 f 01/1B/55
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CITY OF CLEARHATER, ~L
?AYnOLL/~EP$ONNfl SYSTEM
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PAYROLL/PE~~OHNtL SYSTF.~
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CITY OF CLE-AP1J~TEP, FL.
PAYROlL/oF.~SaNNEL SYSTF.~
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PAYROlLfPf~gON~El SY~TE~
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34616 ~ 07/13/59
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31,624 F 12/19/55
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PAYQOlLIPfPSONNEL SYSTE~
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346154318 ~1 09/24/52
3lr.S15 ~ ~ 4-J-2'e-/'5-4
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34~15'8C1 ,~ 11/15/40
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3,..f)9<3 M 08/15/32
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34684 ~ 09/2?/61
33511) ~ 03/09/53
34655 ~1 1-1-1-C-7-J-5-B
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CITY Of CLEAPW~T~P., FL
PAY?OLL/cF~SONNF.L ~YSTE~
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DATE
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Meeting Date:
CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
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Subject:
GROUP TERM LIFE INSURANCE PLAN FOR SUPERVISORY, ADMINISTRATIVE,
MANAGERIAL, AND PROFESSIONAL EMPLOYEES
Recommend ation/Motion:
Award the contract for basic term life insurance with the Business Men's Assurance Life (SMA) of
Kansas City, Missouri for City of Clearwater Supervisory, Administrative, Managerial, and Profes-
sional (SAMP) employees at an estimated cost of $20,000,00, which was the lowest, most responsive,
and respons ible bid in accordance wi th specifications, for the contract period of 1-1-95 through
12-31-97
liIand that the appropriate officials be authorized to execute same.
BACKGROUND:
The City of Clearwater initiated this insurance plan on January I, 1992, for only SAMP and elected
employees with the following benefits:
Basic Life: One times annual earnings rounded to next higher $I,aoo.no. There is a 40%
reduction at age 65. The maximum coverage is $100,000,00. Cost to the City IS $.57/$1,000.00 per
month for the current plan.
Optional Life: The employee Illay pay for an additional one, IWo, or three times annual
earnings rounded to next higher $1,000.00. There is a 40% reduction al age 65,
Other: The overall individual maximum is $300,000.00. Medical evidence of insurability is
required for any employee requesting a total insurance of more than three times his/her annual
salary or when electing the coverage after initial eligibility. Basic and optional insurances
termi nate at retiremen t.
Under direction from the City Commission, our insurance consultanl, Wittner & Company, pre-
pared a req uest for proposal for SArvlP term I ife insurance.
The City's cost for BMA for the above benefits will be $,19/$1 ,OOD.OO. The
is $40,000.00, BMA has guaranteed this rate for a three (3) year period.
carrier will be transparent for all SAMP employees currently covered
l11surance.
est i mated annual savings
The change in insurance
by basic SAMP term life
The total yearly estimated cost IS approximately $20,000.00. Monies are available within each
Reviewed by:
o Approved
o Approved w/conditions
o Denied
o Continued to:
.r Costs: Estimated
$20.000.00,
Total
Originating Dept:
Human Resources
Commission Action:
Legal N/A __
Budget/ il~'
Purchasing
Risk Mgmt. N 1 A_
CIS N/A~
ACM ~_ ~
Other N/ A
User Dept.:
various
$15,000.00.
Current FY
Funding Source:
D Capt. Imp.
!Xl Operating
D Other
Advertised:
Date: 6/10/94;
6/17/94
Paper: Pinellas County
Review; Tampa
Tribune
o Nol required
Affected parties
IJ.{] Notified
o Not required
o None
Atta ch me nts:
Bid Tabulation and Summary
Submitted by:
Appropriation Code:
5<) ().O 7 ()()() - 5 45500-
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c~anager
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Agenda Item - Group Term Li Fe Insurance Plan for Supervisory, Administrative,
Managerial, and Professional Employees
Page 2
September 15, 1994
department's 1994/95 employee insurance budget codes and funding will be
requested in their 1995/96 employee insurance budget codes and subsequent fiscal
years.
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CITY OF CLEARWATER
RFP 142-94
RESPONDING VENDOR LIST
1. FORTIS BENEFITS
P.O. BOX 419596
MO. 64141
2. ROYAL MCCABES LIFE
SUITE 1811
427 WHOOPING LOOP
ALTAMONTE SPRINGS, FL. 32701
3. HUMANA HEALTH CARE PLANS
5401 WEST KENNEDY BLVD.
SUITE 800
TAMPA, FL 33609-2476
4. METROPOLITAN LIFE INSURANCE
METROPOLITAN PLAZA
P.O. BOX 30074
TAMPA, FL 33630
5. CIGNA GROUP INSURANCE
5404 CYPRESS CENTER DRIVE
SUITE 150
TAMPA, FL 33609
6 . STANDARD INSURANCE
4350 WEST CYRPESS
TAMPA, FLORIDA 33607
7. THE PRINCIPAL FINANCE GROUP
801 ROCKVILLE PIKE, SUITE 601
ROCKVILLE, MD 20852
8. GUARANTEE MUTUAL LIFE
8801 INDIAN HILLS DRIVE
OMAHA, NEBRASK~ 68114
SUMMARY OF RFP 142-94
SOLICITED:
RECEIVED :
NO RESPONSE:
20
15
5
9. MUTUAL OF OMAHA
1511 N. WESTSHORE KANSAS CITY,
SUITE 570
TAMPA, FL 33607
10. BMA-BUSINESSMEN'S ASSURANCE
3001 NO. ROCKY POINT DR.
SUITE 200
TAMPA, FLORIDA 33607
11. GROUP AMERICAN INSURANCE
111 FOUNDERS PLAZA
7TH FLOOR
EAST HARTFORD, CT ~6108
12. ITT HARTFORD
101 SOUTHALL Lk~E
MAITLAND, FL 32751
13. THE PRUDENTIAL HEALTH CARE
6200 COURTNEY CAMPBELL CAUSEWAY
SUITE 200
TAMPA, FL 33607
14. NORTH ~~ERICAN LIFE
100 WEST CYPRESS CREEK ROAD
FORT LAUDERDALE, FL 33309
15. THE GUARDIAN LIFE INSURANCE
777 SOUTH HARBOR ISLAND
SUITE 800
TAMPA, FL 33602
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CITY
OF
CLEARWATER
. POST OFFICE BOX 4748
C LEA R W ATE R, F LOR IDA 3 4 6 1 8 . 4 7 4 8
SUBJECT:
Request for Proposal (RFP)-142-94
Group Term Life Insurance (SAMP)
Dismemberment Coverage
ISSUE DATE:
June 08, 1994
PREBID CONFERENCE:
June 24, 1994 - 2:00 PM
MAIL BIDS TO:
City of Clearwater
Purchasing Division
P. O. Box 4748
Clearwater, FL 34618-4748
DELIVER BIDS TO:
City of Clearwater
Purchasing Division
711 Maple Street
Clearwater, FL 34615
BIDS MUST BE RECEIVED
NOT LATER THAN:
July ~5, 1994 - 4:00 PM EST
Proposals may not be withdrawn
after time and date of opening
pri r to Janu 01, 1995.
George E. McKibben
Purchasing Manager
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"Equal Employment and Affirmative Action Employer"
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CITY OF CLEARWATER
REQUEST FOR PROPOSAL
FOR
GROUP TERM LIFE AND SUPPLEMENTAL LIFE INSURANCE
for Supervisory and Managerial Personnel (SAMP)
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CITY OF CLEARWATER
REQUEST FOR PROPOSAL
FOR
GROUP TERM LIFE AND SUPPLEMENTAL LIFE INSURANCE
FOR SAMP
ISSUE DATE:
June 8, 1994
PERIOD OF CONTRACT:
Contract period shall commence January 1, 1995,
expiring on December 31, 1995, and annually
renewable thereafter upon mutual consent.
PRE-PROPOSAL
CONFERENCE:
The City will hold a voluntary pre-proposal
conference on Friday, June 24, 1994 at 2:00 p.m. in
the Council Chambers of City Hall.
SEALED PROPOSALS
WILL BE RECEIVED UNTIL:
4:00 p.m.. Eastern Daylight Time. July 15. 1994
and then publicly opened
All proposals (one original and two copies) must be returned in a SEALED ENVEWPE
clearly marked on the front "Proposal for Group Term Life and Supplemental Life for
Insurance Coverage for SAMP to be opened at 4:00 p.m., Eastern Daylight Time, July
15, 1994 - Bid No. 142-94".
ALL INQUIRIES FOR
INFORMATION SHOULD BE
DmECTED IN WRITING TO:
George McKibben
(813) 462-6860
HAND DELIVER, MAIL,
OR EXPRESS MAIL SEALED
PROPOSALS:
City of Clearwater
Purchasing Department
711 Maple Street
Clearwater, Florida 34615
Bid No. 142-94
2
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SCOPE OF PROJECT
The purpose of this RFP is to competitively bid the City's Group Term Life and
Supplemental Life Insurance on a fully-insured basis for the Supervisory and
Management Personnel (SAMP).
. The City is requesting the proposals net of commission. The City has contracted with the
frrm of Wittner & Co. as fee paid Employee Benefit Consultants for evaluation and
recommendation. Wittner & Co. is to be compensated by the City on a fee-for-service
basis and not through commissions on the Group Term Life Insurance Plan.
. All questions relative to this RFP for clarification, etc. are to be directed in writing to:
George McKibben, Director of Purchasing
City of Clearwater
711 Maple Street
Clearwater, Florida 34615
(813) 462-6860
· Please refer to Bid No. 142-94 in all correspondence.
· Purchasing will coordinate, and all responses will be put in writing to all recipients of the
RFP. Responses will be generated by Tom Richarme of Wittner & Co. It is the City's
request that City personnel not be contacted directly by interested proposers but that all
questions be forwarded through Mr. McKibben for continuity.
· A voluntary pre-proposal conference will be held on June 24, 1994 at 2:00 p.m. in the
Council Chambers of City Hall. Attendees at the pre-proposal conference are encouraged
to submit questions in advance in writing to Mr. McKibben in Purchasing. All questions
and responses will be shared in writing with all potential proposers.
4
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ADDENDA TO THIS RFP
If any addenda are issued on this RFP, a good faith attempt will be made to deliver a copy of
each to those persons or firms who, according to the records of the City's Purchasing
Department, have previously received a copy of this RFP. However, prior tQ submitting tM
proposal, it shall be the responsibility of each Proposer to contact the City's Purchasing
Department to determine if addenda were issued and, if so, to obtain such addenda for
attachment to the proposal. If such addenda are not attached to the proposal, the proposal will
be considered non-responsive.
In order to assure that any required addenda are made available to you as soon as possible,
please complete the following information and return the completed form to the address shown
below.
Copies of all addenda will be sent immediately upon preparation to the person completing and
returning this form. In addition to their direct mailing, addenda copies will be sent to known
recipients of this RFP, however, this latter procedure may not result in the proposal preparer
receiving the addenda.
;Person to Whom Addenda Should lJe Sent:
J.MJ\1EDIA TEL Y UPON RECEIPT OF RFP, MAllJ THIS FORM TO:
City of Clearwater
Purchasing Department
711 Maple Street
Clearwater, Florida 34615
Bid No. 142-94
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APPROPRIATIONS CLAUSE:
The City, as an entity of government, is subject to the appropriation of funds by its legislative
body in an amount sufficient to allow continuation of its performance in accordance with the
terms and conditions of this contract for each and every fiscal year following the fiscal year in
which this contract is executed and entered into and for which this contract shall remain in
effect. The City shall, upon receipt of notice that sufficient funds are not available to continue
its full and faithful performance of this contract, provide prompt written notice to Seller of
such event and effective thirty (30) days after giving such notice, or upon the expiration of the
period of time for which funds were appropriated, whichever occurs first, be thereafter
released of all further obligation in any way related to the contract.
11
PUBLIC ENTITY CRIMES STATEMENT:
Sworn statement under Sec. 287. 133(3)(a)Fl. Statutes on Public Entity Crimes:
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Florida Statutes 287.017 states that no public entity shall accept a bid from, award any
contract to, or transact any business in excess of the threshold amount for Category Two
(currently $10,000) with any person or affiliate on the convicted vendor list for a period of 36
months from the date that person or affiliate was placed on the convicted vendor list unless that
person or affiliate has been removed from the list pursuant to Section 287.133(3)(f)F.S. No
public entity which was transacting business with a person at the time of the commission of a
public entity crimes which resulted in that person being placed on the convicted vendor list
shall accept any bid from, award any contract to, or transact any business with any other
person which is under the same, or substantially the same control as the person whose name
appears on the convicted vendor list so long as that person's name appears on the convicted
vendor list. If a user department has any questions concerning the convicted vendor listing,
that department should contact the Purchasing Manager. The attached form is required from
any vendor/contractor entering into a contract with the City, in the amount of $10,000 or
more.
DRUG-FREE WORKPLACE STATEMENT:
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Preference shall be given to businesses with drug-free workplace programs. Whenever two or
more bids which are equal with respect to price, quality, and service are received by the City
for the procurement of commodities or contractual services, a bid received from a business that
certifies that it has implemented a drug-free workplace program shall be given preference in
the award process. Established procedures for processing tie bids will be followed if none of
the tied vendors have a drug-free workplace program.
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In order to comply with Florida Statutes, all bidders will be required to complete the Drug-
Free Workplace Form (FS 287.087) and Public Entity Crime Form (FS 287.133). Copies of
both documents are attached and must be returned with your bid response.
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BID PROTEST PROCEDURE:
Any actual or prospective bidder who is aggrieved in connection with the solicitation or award
of a contract may seek resolution of his/her complaints by contacting the Purchasing Manager.
COMPLIANCE WITH RECYCLED PAPER ORDINANCE:
Per Ordinance #5059-90, the City shall require all persons submitting responses to Request
For Proposals to agree to the following as a pre-condition to contract award:
. All reports submitted to the City by a contractor in fulfillment of contract obligations shall
use recycled paper when it is available at a reasonable price and of satisfactory quality to
meet contractual performance standards. For the purposes of this paragraph, the price of
recycled paper shall be considered "reasonable" if its cost is no more than ten percent
higher than the lowest price offered for non-recycled paper.
. All reports submitted to the City by a contractor shall use both sides of paper sheets
whenever practical.
. Contractors shall be responsible for maintaining records documenting usage of recycled
paper for reports submitted to the City in fulfillment of contractual obligations.
Contractors shall submit such records to the City according to procedures to be established
by the Purchasing Manager not later than October 1, 1992.
NO CORRECTIONS CLAUSE:
Once a proposal is submitted, the City shall not accept any request by any proposer to correct
errors or omissions in any proposal submitted.
RETENTIONIDISPOSAL OF RFP'8 CLAUSE:
The City of Clearwater, Florida reserves the right to retain all proposals submitted for official
record purposes and to use any ideas in a proposal regardless of whether that proposal is
selected. Submission of a proposal indicates acceptance by the firm of the conditions
contained in the request for proposals, unless clearly and specifically noted in the proposal
submi<<ed and confirmed in the contract between the City and the f1I11l selected.
The City also reserves the right to dispose of any or all copies of proposals in whatever
manner it deems appropriate. No copies of proposals will be returned to the proposer.
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LEGAL NAME CLAUSE:
Proposals shall clearly indicate the legal name, address and telephone number of the
respondent (company, firm, partnership, and individual). Proposals shall be signed above the
typed or printed name and title of the signer, The signer shall have ~he.authority to bind the
respondent to the submitted proposal.
OPENNESS OF PROCUREMENT CLAUSE:
Written proposals, other submissions, correspondence, and all records made thereof, as well as
negotiations conducted pursuant the RFP, shall be handled in compliance with Chapters 119
and 286 Florida Statutes. The City gives no assurance as to the confidentiality of any portion
of any proposal once submitted.
NO COLLUSION CLAUSE:
By offering a submission to the RFP, the proposer ce~fies the proposer has not divulged to,
discussed or compared his/her competitive proposal with other proposers and has not oolluded
with any other proposers or parties to this competitive proposal whatsoever. Also, proposer
certifies, and in the case of a joint competitive proposal each party thereto certifies as to its
own organization, that in connection with the competitive proposal:
· Any prices and! or cost data submitted have been arrived at independently, without
consultation, communication, or agreement, for the purpose of restricting competition, as
to any matter relating to such prices and/or cost data, with any other proposer or with any
competitor;
· Any prices and/or cost data quoted for tltis competitive proposal have not been knowingly
disclosed by the competitive proposer and will not lmowingly be disclosed by the proposer,
directly or indirectly to any other proposer or to any competitor, prior to the scheduled
award of the audit contract;
· No attempt has been made or will be made by the proposer to induce any other person or
firm to submit or not to submit a competitive proposal for the purpose of restricting
competition;
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· The only person or persons interested in this competitive proposal, principal, or principals
is/are named therein and that no person other than therein mentioned has any interest in
this competitive proposal or in the Agreement to be entered into; and
· No person or agency has been employed or retained to solicit or secure this Agreement
upon an agreement or understanding for a commission, percentage, brokerage, or
contingent fee, excepting bona fide employees or established commercial agencies
maintained by the purchaser for the purpose of doing business.
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REJECTION OF PROPOSALS/INFORMALITY WAIVER:
The City may reject proposals if:
. The proposer misstates or conceals .any material fact in the proposal; or if,
. The proposal does not strictly conform to the law or requirements of the RFP.
. The proposal is conditional, except that the proposer may qualify his proposal for
acceptance by the City on an "all or none" basis, or a "low item" basis. An "all or none"
basis proposal must include all items upon which proposals are invited.
. The City may, however, request all proposals whenever it is deemed in the best interest of
the City to do so and may request any part of a proposal unless the proposal has been
qualified as provided above. The City may also waive any minor irregularities or
informalities in any proposal.
RFP EXPENSE STATEMENTS:
All vendor costs associated with this RFP will be the responsibility of the vendor.
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A DRUG-FREE WORKPLACE, IN ACCORDANCE WITH SECTION 287.087
Preference shall be given to businesses with drug-free workplace programs. Whenever two or
more bids which are equal with respect to price, quality and service are received by the City
for the procurement of commodities or contractual services, a bid recei.ved from a business that
certifies that it has implemented a drug-free workplace program shall be given preference in
the award process. Established procedures for processing tie bids will be followed if none of
the tied vendors have a drug-free workplace program, a business shall:
1. Publish a statement notifying employees that the unlawful manufacture, distribution,
dispensing, possession, or use of a controlled substance is prohibited in the workplace and
specifying the actions that will be taken against employees for violations of such
prohibition.
2. Inform employees about the dangers of drug abuse in the workplace, the business's policy
of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and
employee assistance programs, and the penalties that may be imposed upon employees for
drug abuse violations.
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3. Give each employee engaged in providing the commodities or contractual services that are
under bid a copy of the statement specified in subsection (1).
4. In the statement specified in subsection (1), notify the employees that, as a condition of
working on the commodities or contractual services that are under bid, the employee will
abide by the terms of the statement and will notify the employer of any conviction of, or
plea of guilty or nolo contendere to, any violation of chapter 893 or of any controlled
substance law of the United States or any state, for a violation occurring in the workplace
no later than five (5) days after such conviction.
5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or
rehabilitation program if such is available in the employee's community, by any employee
who is so convicted.
6. Make a good faith effort to continue to maintain a drug-free workplace through
implementation of this section.
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As the person authorized to sign the statement, I certify that this firm does/does not (select
only one) fully comply with the above requirements.
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Business's Name
Vendor's Signature
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INSURANCE REQUIREMENTS
The bid will procure and maintain the following insurance coverage:
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1. Workers' Compensation and Employers' Liability--the bidder shall procure and maintain
for the life of this purchase order Workers' Compensation .Insurance covering all
employees with limits meeting all applicable state and federal laws. This coverage shall
include Employers' Liability with limits meeting all applicable state and federal laws.
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2. General Liability--The bidder shall procure and maintain, for the life of this purchase
order, General Liability Insurance. This coverage shall be on an 'Occurrence' basis and
shall inc~ude:: Premises and Operations; Independent Contractors; Products and Complete
Operations and Contractual Liability. Coverage shall be no more restrictive than the latest
edition of the Commercial General Liability policies of the Insurance Services Office.
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The policy shall provide coverage for death, bodily injury, personal injury or property
damage that could arise directly or indirectly from the performance of this purchase order.
The minimum limits of coverage shall be $500,000 Per Occurrence Combined Single Limit
for Bodily Injury Liability and Property Damage Liability.
The City shall be included and identified as an Additional Insured under the
policy/certificate of insurance.
3. Business Automobile Liability--The Bidder shall procure and maintain, for the life of the
purchase order, Business Automobile Liability Insurance.
The minimum limits of coverage shall be $300,000 Per Occurrence. Combined Single
Limit for Bodily Injury Liability and Property Damage Liability. This coverage shall be
an "Any Auto" type policy. Coverage shall be no more restrictive than the latest edition of
the Business Automobile Policies of the Insurance Services 'Office.
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4. Indemnity--The Bidder shall defend, indemnity, save and hold the City harmless from any
and all claims, suits, judgments and liability for death, personal injury, bodily injury or
property damage arising directly or indirectly from the performance of this purchase order
by bidder, its employees, subcontractors or assigns, including legal fees, court costs, or
other legal expenses. The bidder acknowledges that it is solely responsible for complying
with the terms of the purchase order.
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5. Supplemental Provisions
a) The insurance coverages and conditions afforded by this policy shall not be suspended,
voided, cancelled or modified except after thirty (30) days prior written notice by
certified mail return receipt requested has been given to the City's Risk Management
Office.
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b) Certificates of Insurance meeting the specific required insurance provisions specific
within the purchase order shall be forwarded to the City's Risk Management Office and
approved prior to start of any work. After review, the Certificate will be filed with the
Purchasing Office as a apart of the original purchase order.
c) Receipt and acceptance of a bidder's Certificate of Insurance, or other similar
document, does not constitute acceptance or approval of amounts or types of coverage
which may be less than required by the purchase order.
d) The City may at its option require a copy of the bidder's insurance policies.
e) All insurance policies required with this purchase order shall provide full coverage
from the first dollar of exposure unless otherwise stipulated. No deductibles will be
accepted without prior approval fro the City.
6. Safety and Health Requirements
a) Safe and Healthful Work Environment--It is the bidder's sole duty to provide safe and
healthful working conditions to its employees and those of the City on and about the
project site. The City assumes no duty for supervision of the bidder.
b) Stop Work Orders--The City may order that the work stop if a condition of immediate
danger to City employees, equipment or property damage exists. This provision shall
not shift responsibility or risk of loss for injuries or damage sustained from the bidder
to the City, and the bidder shall remain solely responsible for compliance with all
safety requirements and for the safety of all persons and property at the project site.
c) Compliance with Safety and Health Regulations-The bidder shall comply with the
standards and regulations set forth by the Occupational Safety and Health
Administration (OSHA), the Florida Department of Labor and Employment Security
and all other appropriate federal, state, local regulations or City safety and health
standards.
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SWORN STATEMENT PURSUANT TO SECTION 287.133(3)(a),
FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES
TIllS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR
OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
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1. This sworn statement is submi tted to
[print name of public entity]
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[print individual's name and title]
for
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[print name of entity submitting sworn statement]
whose business address is
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and (if applicable) its Federal Employer Identification Number (FEIN) is
(If the entity has no FEIN, include the Social Security Number of the individual signing this swom statement:
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2. I understand that a "public entity crime" as defined in Paragraph 287.133(1)(g), Florida Statutes, means a
violation of any state or federal law by a person with respect to and directly related to the transaction of
business with any public entity or with an agency or political subdivision of any other state or of the United
States, including, but not limited to, any bid or contract for goods or services to be provided to any public
entity or an agency or political subdivision of any other state or political subdivision of the United States and
involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation.
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3. I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1)(b), Florida Statutes, means
a finding of guilt or a conviction of a public entity crime, with or without a adjudication of guilt, in any
federal or state trial court of record relating to charges brought by indictment or information after July 1,
1989, as a result of a jury verdict, non-jury trial, or entry of a plea of guilty or nolo contendere.
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4. I understand that an "affiliate" as defined in Paragraph 287.133(1)(a), Florida Statutes, means:
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1 A predecessor or successor of a person convicted of a public entity crime; or
2. An entity under the control of any natural person who is active in the management of the entity and who
has been convicted of a public entity crime. The term "affiliate" includes those officers, directors,
executives, partners, shareholders, employees, members, and agents who are active in the management of
an affiliate. The ownership by one person of shares constituting a controlling interest in another person,
or a pooling of equipment or income among persons when not for fair market value under an arm's
length agreement, shall be a prima facie case that one person controls another person. A person who
knowingly enters into a joint venture with a person who has been convicted of a public entity crime in
Florida during the preceding 36 months shall be considered an affiliate.
5. I understand that a "person" as defined in Paragraph 287.133(1)(e), Florida Statutes, meanS any natural
person or entity organized under the laws of any state or of the United States with the legal power to enter
into a binding contract and which bids or applies to bid on contracts for the provision of goods or services let
by a public entity or which otherwise transacts or applies to transact business with a public entity. The term
"person" includes those officers, directors, executives, partners, shareholders, employees, members, and
agents who are active in management of an entity.
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6. Based on information and belief, the statement which I have marked below is true in relation to the entity
submitting this sworn statement. [indicate which statement applies.]
_ Neither the entity submitting this sworn statement, nor any officers, directors, executives, partners,
shareholders, employees, members, or agents who are active in management of the entity, nor any affiliate of
the entity has been charged with and convicted of n public entity crime subseque~t to July 1, 1989.
_The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners,
shareholders, employees, members, or agents who are active in management of the entity, or an affiliate of the
entity has been charges with and convicted of a public entity crime subsequent to July 1, 1989.
_The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners,
shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of
the entity has been charges with and convicted of a public entity crime subsequent to July 1, 1989. However,
there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of
Administrative Hearings and the Final Order entered by the Hearing Officer determined that it was not in the
public interest to place the entity submitting this sworn statement on the convicted vendor list. [attach a copy
of the final order]
I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR
TIlE PUBUC ENTITY IDENTIFIED IN PARAGRAPH 1 (ONE) ABOVE IS FOR THAT PUBLIC ENTITY
ONLY AND, THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN
WInCH IT IS FILED. 1 ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBUC
ENTITY PRIOR TO ENTERING INTO A CONTRACf IN EXCESS OF THE THRESHOLD AMOUNT
PROVIDED IN SECTION 287.017, FLORIDA STATUTES FOR CATEGORY TWO OF ANY CHANGE IN
THE INFORMATION CONTAINED IN THIS FORM.
Signalllre
Dale
STATE OF
The foregoing instrument was acknowledged before me this
Dalt
COUNTY OF
by
, who is penonaUy known to me
Nam~ of p~rson acknowkdging
or who has produced
Type of id~ntijication
Notary Public, Commission No.
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as identification and who did/did not take an oath.
Signalure
(NWle of Notary typed, printed, or stamped)
(SEAL ABOVE)
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COl\1PLIANCE WITH LAWS, RULES, AND REGULATIONS:
Each Proposer is responsible for full and complete compliance with all laws, rules and
regulations (including those of the Florida Department of Insurance) which may be applicable.
Failure or inability on the part of a Proposer to comply with such laws, rules and regulations
(including failure to obtain Florida Department of Insurance approval for filings) shall not
relieve the Proposer from its obligation to honor its proposal and to perform completely in
accordance with such proposal.
FLORIDA PUBLIC RECORDS LA W:
Bid submittal information shall be subject to Chapter 119, Florida statutes, generally known as
the "Florida Public Records Law". The City cannot regard any document, information or
data as proprietary or confidential unless so exempted by Florida statutes. Documents
received with proprietary or confidential information may be re-sealed and returned without
further consideration or obligation.
NON-WARRANTY OF SPECIFICATIONS:
Due care and diligence have been exercised in the preparation of this RFP and all information
contained herein is believed to be substantially correct. However, the responsibility for
determining the full extent of the exposures to risk and verification of all information herein
shall rest solely with the Proposer. Neither the City nor it. s representatives shall be
responsible for any error or omission in this RFP, nor for the failure on the part of the
Proposer to determine the full extent of the exposures.
DEVIATIONS FROM DESmED PLAN:
The contract terms and conditions stipulated in this RFP are those desired by the City and
preference will be given to those proposals in full and substantial compliance with the
requested programs. However, after allowance for any deviations, all proPosals will ~
considered initially. Proposers are cautioned that deviations from the specified programs must
be c1eat:ly stated and describeq on the proposal forms.
NEGOTIA nON:
The City, at its option, may undertake simultaneous negotiations with selected Proposers who
have submitted reasonable and timely proposals and which are found to be fully qualified and
capable of mee1::ing all servicing requirements. (per Florida Statute 112.08.)
The City shall detennine which of the Proposers, if any, with whom it wishes to negotiate
based on preliminary analysis of those most capable of meeting the financial and servicing
requirements set forth in the RFP.
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VERIFICATION l\1EETINGS:
The City may wish to hold separate Verification Meetings with certain of the Proposers to
further verify the form and substance of their respective proposals relative to coverages,
service and price. The decision as to whether to hold Verification Meetings and which
Proposers will be invited to attend is within the sole discretion of the City.
Proposers selected for Verification Meetings should have in attendance a company
representative authorized to make decisions relative to the proposal, as well as those
individuals with whom the City would have contact in the day-to-day handling of the account.
RE-RA TING ENDORSEMENT:
Notwithstanding any provision in the contracts to the contrary, the Proposer shall give the City
a preliminary renewal notice, stating the projected amount of rate or fee change, no later than
90 days prior to each renewal date. Subsequently, no later than 45 days prior to each renewal
date, the Proposer shall provide the City with a firm renewal, stating specifically the amount
of rate or fee change.
PROPOSAL WITHDRAWAL:
Any proposal may be withdrawn until the date and time set above for the submission of the
proposals. Any proposals not so withdrawn shall constitute an irrevocable offer, up to January
1, 1995, to sell to the City the services set forth in these specifications, or until one or more of
the proposals have been accepted.
VENDOR QUALIFICATIONS:
Only those Proposers . which , in the opinion of the City, are financially capable of providing
the coverage will be considered. The current Best's Insurance Reports will be used as a guide.
Any insurance company submitting a proposal must meet or exceed Best's rating of:
1. A, General Policyholders Rating Classification, AND
2. Group VII, Financial Size Classification.
Non-rated companies must provide evidence of financial responsibility satisfactory to the City.
Audited fmancial statements are required. Financial responsibility of downstream or
subsidiary companies must be guaranteed in writing by. the parent company by endorsement of
the contract as follows:
In the event that (the Proposer) is unable to pay any loss payable within the time and in
accordance with the terms and provisions set forth in the above-referenced agreement, the
(parent Company) hereby agrees to make such payment therefore in accordance with the terms
and provisions of such agreement.
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AUTHORIZED SIGNATURE:
The signature on the Proposer's Warranty must be that of an Officer of the Proposer making
the proposal. This manual signature shall pertain to the entire proposal. The original
Proposal and each copy submitted shall contain an original signature on the Proposer's
Wa~my. .
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TIME LINE AND ACTION PLAN FOR BIDDING GROUP TERM LIFE INSURANCE
AND SUPPLEMENTAL LIFE FOR SAMP
June 1994
· Bid Specification released to the public by City's Purchasing Director - June 8, 1994
· Voluntary pre-bid conference with all interested proposers - June 24, 1994
Jult 15, 19J!4 - 4:00 p.m. Eastern Dayliiht Tim~
· Opening of sealed bids
July lS-Jn.1y 31, 1994
· Bid analysis/selection of finalists
· Post-bid negotiations with selected finalist (per Florida Statute 112.08)
FiJJt week in Aul:Ust 1992
· Review results/recommendations with Staff
MJ!I-~u&Ug 1994
· Stafr recommendations to the Commission
Earll September 1994
· Approval of recommendation at Commission Meeting
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· Preparation of all enrollment and communication material
· Coordination with Employee Relations, payroll preparers, etc.
· Enrollment meetings with eligible employees
NQv~mber 1994
· Receive,review, and verify all enrollment material for accuracy
· Enter into the payroll system
· Carrier to load enrollment data into their computer; run tests tapes, etc.
J>ec~\)er 1994
· Design/approval/printing of SPD
. Approval of plan document
JanU1lrY 1, 1995
. Effective date of the new program
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GENERAL INFORMATION/CURRENT PLAN OF BENEFITSIRATING LISTING
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. Definition of eligible employees:
Supervisory and Management Personnel and City Commissioners
SAMP Personnel must be full-time (37th hours) and will be covered on the first of the
month following 30 days of full-time employment.
· Number of employees: 211
· Plan renewal date and attachment of new carrier: January 1, 1995
. On January 1, 1992, the City provided a non-contributory basic group term life program of
1 x salary for SAMP employees and City Commissioners. At the same time, a
supplemental life option of 1, 2, or 3 x salary was offered. The Plan was underwritten by
Prudential on a fully-insured, pooled basis.
.. On January 1, 1993:
Renewal with no change in benefit or rate
. On January 1, 1994:
Renewal with no change in benefit or rate
. Requested Plan Design:
Duplicate current coverage for all eligible personnel
Non-contributory basis for Basic Life
Assume no none out on disability on effective date
- Fully-insured, pooled basis
Non Par Policy
Self-Accounting billing method
Salary changes for rate calculations take place January 1 of each year
The supplemental coverage is payroll deducted on a post tax basis
- Basic and supplemental life terminates at retirement
Continue the age banding, or "step rated" basis
- 40 percent reduction at age 65
- Maximum Basic Coverage is $100,000; overall individual maximum is $300,000
Evidence of Insurability required for total insurance in excess of 3 x annual salary
. Insurers are expected to provide administrative services usually associated with fully
insured Life Benefit Plans.
. The successful proposer will be expected to participate in the re-enrollment process using
the City's Ie-enrollment Form.
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. The successful proposer will be expected to provide an insurance policy/plan document,
plan certificates or booklets, and other appropriate literature available to describe the
benefits to employees. Literature distributed should be in layman I s terms.
. Supplemental Life is convertible, but not portable
. The proposals for Basic and Supplemental Coverage IIll!S.t be separable from any other
submitted proposals for other products being requested by the City.
. Proposal option for Supplemental Life:
The City will consider Supplemental Life proposals in $10,000 increments instead of 1,
2, 3 x salary, provided that employees currently insured for 1, 2, 3 x annual salary
would be guaranteed not to lose any current level of protection from such a plan
design.
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GROUP INSURANCE FOR SAMP EMPLOYEES
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CITY OF CLEARWATER
LIFE - MANAGEMENT EMPLOYEES: Code 1
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This certificate provides life insurance for the Employees
of
City of Clearwater
1 '2 South Osceola Avenue
Clearwater. Florida 34618
under Group Contract No. Q.38736.
The Employee shall be given a copy of the group enrollment
application. The benefits are payable to the beneficiaries
of record designated by the Employee.
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Foreword
We are pleased to present you with this Booklet. It describes the
Program of benefits we have arranged for you and what you have
to do to be covered for these benefits.
We believe this Program provides worthwhile protection for you
and your family.
Please read this Booklet carefully. If you have any questions about
the Program, we will be happy to answer them.
IMPORTANT NOTICE: This Booklet is an important document and
should be kept in a safe place. This Booklet and the Certificate of
Coverage made a part of this Booklet together form your Group
Insurance Certificate. Sign your name in the space below when you
reee; ve this Booklet.
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BFW 1001
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Table of Contents
FOREWORD ....... .... .... .... .......... ........ ...... .... .... ........ ........ ........ ....... ....... .............. 1 .
SCHEDULE OF BENEmS.. .........;.. .............. ....... ....... .......... ....... ....... ....... .... .... 5
Who is Covered? ... ................... .............. ............................ ........................ 5
Effective Date of These Benofits .......... ....... ....... ........................ .............. 5
V ou Should Know.................................. ........................ ....... ....... .............. 5
Employee Term Life Coverage ............. ....... ................. .... .......... .... ...... .... 5
Amount of Insurance; Amount Reductions Because of Age; Burial
Expenses
Other Information.......... ..... ........... .............................................. .............. 7
Waiting Period Before You Become Eligible for Insurance; Cost of
the Insurance; When You Have a Claim
EUGIBIUTV AND BECOMING INSURED ........................................................ 8
Who is Eligible? .... .... ..................... .... ....... .... .......... ... ........ ...... .... .... ....,. .... 8
When You Become Insured... ....... ....... .... ............. .............. ........ .... ...... .... 8
When Coverage Could Be Delayed............................................ .............. 9
EMPLOYEE TERM UFE COVERAGE ................................................. .............. 10
Death Benefit While You Are Covered; Death Benefit While You Are
Totally Disabled; Conversion Privilege
Option to Accelerate Payment of Death Benefits.................................. 13
GENERAL INFORMATION............. .............. ....... ....... ....... .......... .... ........ ...... .... 15
Rules that ApplV in the Event of Your Death ........................................ 15
Beneficiary Rules; Mode of Settlement Rules; Incontestability
Assignment of Coverages to Others....................................................... 17
Definitions....,..... .... ... ... .... .... .... ....... .... ... .... ... .......... ....... .... ... ..... ... .... .., ... .... 17
WHEN YOUR INSURANCE ENDS ................................................................... 19
CERTIFICATE OF COVERAGE ...... ........ ........................................................ .... 20
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(38736)A
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Schedule of Benefits
Covered Classes: The "Covered Classes" are these Employees of the Contract Holder (and its
Associated Companies): All Employees classified by the Employer as Management Employees.
Program Date: March 1, 1992. This Booklet describes the benefits under the Group Program
as of the Program Date.
You should know...
· The Coverages in this Booklet are available to you if you are included in the Covered
Classes. Only those Coverages for which you become insured will apply to you. The rules
for becoming insured are in this Booklet's When You Become Insured section.
· There is a Delay of Effective Date section. The rules of that section may delay the start of
your insurance.
· The Delay of Effective Date section also applies to any change. including a change in class,
unless otherwise stated.
· The Coverages are described more fully on later pages of this Booklet. Be sure to read
these pages carefully. They show when benefits are or are not payable under the Group
Contract. They also outline when your insurance ends and the conditions, limitations and
exclusions that apply to the Coverages.
· A Definitions section is included in this Booklet. Many of the terms used in this Booklet.
such as "Active Work Requirement", are defined in that section.
· This Booklet and the Certificate of Coverage together form your Group Insurance
Certificate. The Coverages in this Booklet are insured under a Group Contract issued by
Prudential. All benefits are subject in every way to the entire Group Contract which
includes the Group Insurance Certificate. It alone forms the agreement under which
payment of insurance is made.
EMPLOYEE TERM UFE COVERAGE
· A benefit is payable under this Coverage if you die from any cause. If you become
terminally ill, you may elect to receive a part of your life insurance coverage while you are
still living. If you are Totally Disabled when your insurance ends, there are special
provisions that may extend your death benefit protection. Under certain conditions, you
may convert your life insurance to an individual contract.
BENEFIT AMOUNTS:
Amount of Employee Term Life Coverage on a Non-Contributory basis (called Basic
Insurance) For Each Beuefit Class:
Benefit ClassM
All Employees.. ....... ....... .............. ............. .........
Amount of Insurance
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An amount equal to the lesser of (1) and (2):
(1) 100% of your annual Earnings. If this
amount is not a multiple of $1.000, it will
be rounded to the next higher multiple of
$1.000.
(2) $100,000.
The Definitions section explains what "Earnings" means.
83500
SSB 1008
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(Continued)
(38736) A
". '.' " ,. I . ,': 1 '. .', ,'. " ' '
Schedule of Benefits (Continued)
Amount limitation on Account of Age: When you are age 65 or more. your amount of
insurance is limited. It is 60% of the amount for which you would then be insured if there
were no limitation. If you reach age 65 while insured. this Limitation will not apply until the
next January 1 .
The Delay of Effective Date section does not apply to this provision.
Amount of Employee Term Life Coverage on a Contributory basis (called Optional Insurance)
For Each Benefit Class:
Benefit Classes Amount of Insurance
All Employees .................................................... An amount equal to the lesser of (1) and (2):
(1) 100% of your annual Eamings. If this
amount is not a multiple of $1,000, it will
be rounded to the next higher multiple of
$1,000.
(2) $300,000 minus the Amount of Basic
Insurance under the Employee Term Life
Coverage above.
OR;
All Employees .................................................... An amount e~ual to the lesser of (1) and (2):
(1) 200% of your annual Earnings. If this
amount is not a multiple of $1.000. it will
be rounded to the next higher multiple of
$1,000.
(2) $300,000 minus the Amount of Basic
Insurance under the Employee Term Life
Coverage above.
OR;
All Employees .................................................... An amount equal to the lesser of (1) and (2):
(1) 300% of your annual Earnings. If this
amount is not a multiple of $1 .000, it will
be rounded to the next higher multiple of
$1,000.
(2) $300.000 minus the Amount of Basic
Insurance under the Employee Term Life
Coverage above.
The Definitions section explains what "Earnings" means.
Effect of Option to Accelerate Payment of Death Benefits: Your amount of insurance (as
determined in the absence of this provision) will be reduced by the amount of any Terminal
Illness Proceeds paid under the Option to Accelerate Payment of Death Benefits.
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83500
ass 1008
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(Continued)
(38736) B
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Schedule of Benefits (Continued)
Burial Expenses: If it appears to Prudential that a person incurs expenses in connection with
your burial. that person may receive part of your insurance under the Employee Term Life
Coverage. Prudential, at its option, may pay that person up to $500,00. If an amount is so paid,
Prudential will not have to pay that part of your insurance again.
OTHER INFORMATION
Contract Holder: CITY OF CLEARWATER
Group Contract No.: G-38736
Associated Companies: NON E
Employment Waiting Period: The following period of continuous full-time service with the
Employer:
For all Employees-The period extending from the Employee's date of Employment to the first
day of the month following 30 days of continuous full-time Employment.
Cost of the Insurance: The Basic Insurance under the Employee Term Life Coverage is
Non-contributory Insurance, The Optional Insurance under the Employee Term Life Coverage is
Contributory Insurance. You will be informed of the amount of your contribution when you are
asked to enroll.
Prudential's Address:
The Prudential Insurance Company of America
Southem Group Operations
2859 Paces Ferry Road
Suite 770
Atlanta, Georgia 30339
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WHEN YOU HAVE A CLAIM
Each tir:ne a claim is made, it should be made without delay. Use a claim form, and follow the
instructions on the form.
If you do not have a claim form, contact your Employer.
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83500
SSS 1008
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(38736) C
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Who is Eligible to Become Insured.
FOR EMPLOYEE INSURANCE
You are eligible for Employee Insurance while:
· You are a full-time Employee of the Employer; and
· You are in a Covered Class; and
· You have completed the Employment Waiting Period.
You are full-time if you are regularly working for the Employer at least the number of hours in
the Employer's normal full-time work week for your class. but not less than 30 hours per
week. If you are a partner or proprietor of the Employer, that work must be in the conduct of
the Employer's business.
Your class is determined by the Contract Holder. This will be done under its rules, on dates it
sets. The Contract Holder must not discriminate among persons in like situations. You cannot
belong to more than one class for insurance on each basis, Contributory or Non-contributory
Insurance, under a Coverage. "Class" means Covered Class, Benefit Class or anything related
to work, such as position or Earnings, which affects the insurance available.
This applies if you are an Employee of more than one employer included under the
Group Contract: For the insurance, you will be considered an Employee of only one of those
employers. Your seNice with the others will be treated as seNice with that one.
The rules for obtaining Employee Insurance are in the When You Become Insured section.
When You Become Insured
FOR EMPLOYEE INSURANCE
Prompt enrollment is important, so enroll on an early date. If you do so, your Employee
Insurance under a Coverage will begin the first day on which you have enrolled. and:
· You are eligible for Employee Insurance; and
· You are in a Covered Class for that insurance; and
· You have met any evidence requirement for Employee Insurance; and
· Your insurance is not being delayed under the Delay of Effective Date section below; and
· That Coverage is part of the Group Contract.
You must enroll on a form approved by Prudential and agree to pay the required contributions.
At any time, the benefits for which you are insured are those foryour class, unless otherwise stated.
When evidence is required: In any of these situations. you must give evidence of insurability.
This requirement will be met when Prudential decides the evidence is satisfactory.
(1) You enroll more than 31 days after you could first be covered.
83500
BEL 1010
(Continued)
(38736) A
8
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When You Become Insured (Continued)
(2) You enroll after any of your insurance under the Group Contract ends because you did not
pay a required contribution.
(3) You wish to become insured for life insurance and have an individual life insurance contract
which you obtained by converting your insurance under a Coverage of t~e Group Contract.
(4) You have not met a previous evidence requirement to become insured under any
Prudential group contract covering Employees of the Employer.
Delay of Effective Date
FOR EMPLOYEE INSURANCE
Your Employee Insurance under a Coverage will be delayed if you do not meet the Active
Work Requirement on the day your insurance would otherwise begin. Instead. it will begin on
the first day you meet the Active Work Requirement and the other requirements for the
insurance. The same delay rule will apply to any change in your insurance that is subject to
this section. If you do not meet the Active Work Requirement on the day that change would
take effect. it will take effect on the first day you meet that requirement.
83500
BEL 1010
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(387361 B
,'... '. . '" '. '." ,'. ' '. ,',,' ,..,., ,,'
Employee Term Life Coverage
FOR YOU ONL V
A. DEATH BENEFIT WHILE A COVERED PERSON.
If you die while a Covered Person. the amount of your Employee Term Life Insurance under
this Coverage is payable when Prudential receives written proof of death.
B. DEATH BENEFIT DURING CONVERSION PERIOD.
A death benefit is payable under this Section 8 if you die:
(1) within 31 days after you cease to be a Covered Person; and
(2) while entitled (under Section D) to convert your Employee Term Life Insurance under this
Coverage to an individual contract.
The amount of the benefit is equal to the amount of Employee Term Life Insurance under this
Coverage you were entitled to convert. It is payable even if you did not apply for conversion. It
is payable when Prudential receives written proof of death.
C. EXTENDED DEATH BENEFIT DURING TOTAL DISABIUTV.
If you become Totally Disabled while you are a Covered Person. your death benefit protection
will be extended while you are Totally Disabled. The" Extended Death Benefit" is the benefit
described in this Section C.
Total Disability: You are "Totally Disabled" when:
(1) You are not working at any job for wage or profit: and
(2) Due to Sickness. Injury or both. you are not able to perform for wage or profit. the material
and substantial duties of any job for which you are reasonably fitted by your education,
training or experience.
If you are age 60 or more when your Total Disability starts. the extension ends one year after
your Total Disability started.
If you are less than age 60 when your Total Disability starts, the extension ends one year after
your Total Disability started. unless. within that year. you give Prudential written proof that:
(a) You became Totally Disabled while you were a Covered Person; and
(b) You were less than age 60 when your Total Disability started; and
(c) You are still Totally Disabled; and
(d) Your Total Disability has continued for at least nine months.
Prudential will then further extend your death benefit protection for successive one year
periods. The first of these periods will start on the date Prudential receives this proof. After
that first peri.od. you must give written proof when and as required by Prudential once each
year that your Total Disability continues.
83500
L1F R 1028 (as modified by GRP 85582)
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(Continued)
(1.2) A
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C. EXTENDED DEATH BENEFIT DURING TOTAL DISABILITY. (Continued)
If you die while your death benefit protection is being extenckJd. the Extended Death Benefit is
payable when Prudential receives written proof that:
(a) Your Total Disability continued until your death; and
(b) All of the above conditions have been met.'
If you die within one year after your Total Disability started and before you give Prudential
proof of Total Disability, written notice of your death must be given to Prudential within one
year after your death.
Your extension protection ends if and when:
(1) Your Total Disability ends, or you become Totally Disabled while age 60 or more and that
protection has been extended for one year after your Total Disability starts, or you become
Totally Disabled while less than age 60; or
(2) You fail to furnish any required proof that your Total Disability continues; or
(3) You fail to submit to a medical exam by Doctors named by Prudential when and as often
as Prudential requires. After two full years of this protection, Prudential will not require an
exam more than once a year.
If your extension protection ends after you have given the first proof of continued Total
Disability. you have the same rights and benefits under Sections Band 0 as if you ceased to
be a member of the Covered Classes for the insurance. But this does not apply if you become
a Covered Person within 31 days after this protection ends.
Amount of Extended Death Benefit: This amount is determined as if you had remained a
Covered Person until death. But it is reduced by any amount payable under Sections A or B
above or any Prudential group life insurance that replaces this Coverage for a class of Employees,
Effect of Conversion: An individual contract issued under Section 0 will be in place of all
rights under this Section C. But if you have met all the requirements of this Section C, you can
obtain these rights in exchange for all bonefits of the individual contract. Premiums paid under
the individual contract will be refunded. Your choice of Beneficiary in the individual contract, if
different than for this Coverage. will be considered notice of change of Beneficiary for any
claim under this Section C.
D. CONVERSION PRIVILEGE.
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If you cease to be insured for the Employee Term Ufe Insurance of the G roup Contract for one
of the reasons stated below, you may convert all or part of your insurance under this
Coverage, which then ends, to an individual life insurance contract. Evidence of insurability is
not required. The reasons are:
(1) Your employment ends or you transfer out of a Covered Class.
(2) All term life insurance of the Group Contract for your class ends by amendment or
otherwise. But, on the date it ends, you must have been insured for five years for that
insurance (or for that insurance and any Prudential rider or group contract replaced by that
insurance).
Any such conversion is subject to the rest of this section D.
Availability: You must apply for the individual contract and pay the first premium within 31
days after you cease to be insured for the Employee Term Life Insurance.
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83500
LIF R 1028 (as modified by GRP 85582)
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(Continued)
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D. CONVERSION PRIVILEGE. (Continued)
Individual Contract Rules: The individual contract must conform to the following:
Amount: Not more than your Employee Term Life Insurance under this Coverage when your
insurance ends. But, if it ends because all term life insurance of the Group Contract for your
class ends, the total amount of individual insurance which you may get in place of all your life
insurance then ending under the Group Contract will not exceed the lesser of the following:
(1) The total amount of all your life insurance then ending under the Group Contract reduced
by the amount of group life insurance from any carrier for which you are or become
eligible within the next 31 days.
(2) $10.000.
Form: Any form of a life insurance contract that:
(1) conforms to Title VII of the Civil Rights Act of 1964, as amended, having no distinction
based on sex; and
(2) is one that Prudential usually issues at the age and amount applied for.
This does not include term insurance or a contract with disability or supplementary benefits.
GRP 85582
Premium: Based on Prudential's rate as it applies to the form and amount, and to your class of
risk and age at the time.
Effective Date: The end of the 31 day period during which you may apply for it.
Any death benefit provided under a section of this Coverage is payable according to that
section and the Beneficiary and Mode of Settlement Rules.
83500
L1F R 1028 (as modified by GRP 85582)
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(1-2) C
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OPTION TO ACCELERATE PAYMENT OF DEATH BENEFITS.
The following is added to the Employee Term Life Coverage provision:
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Definitions
· Terminally III Employee: An employee whose life expectancy is 6 months or less.
· Terminal Illness Proceeds: The amount of Employee Term Life Insurance that you may
elect to place under this option. The Terminal Illness Proceeds are equal to 25% of the
amount in force on your life on the date Prudential receives the proof that you are a
Terminally III Employee. but not more than $25.000. However, the Terminal Illness
Proceeds may be reduced if, within 6 months after the date Prudential receives such
proof. a reduction on account of age would have applied to the amount of your Employee
Term life Insurance. In that case, the amount of the Terminal Illness Proceeds may not
exceed the amount of such Insurance after applying the reduction.
Option: If you become a Terminally III Employee while insured under the Employee Term Life
Insurance provision or while your death benefit protection is being extended under the
Employee Term Life Coverage provision, you may elect to have the Terminal Illness Proceeds
placed under this option. ~hat election is subject to the conditions set forth below.
Payment of Terminal Illness Proceeds: If you elect this option, Prudential will pay the
Terminal Illness Proceeds you place under this option in one sum when it receives proof that
you are a Terminally III Employee.
If you do not want the Terminal Illness Proceeds in one sum, you may elect to have them paid
in six equal monthly installments. The first monthly payment will be due when Prudential
receives proof that you are a Terminally III Employee. The other payments are due on the
same day of each later month.
To Whom Payable: The benefits under this provision are payable to you.
Amount Due But Unpaid at Your Death: If you elect monthly installments and you die
before all payments have been made, Prudential will pay your Beneficiary or Beneficiaries
determined under the Beneficiary Rules in one sum. That sum will be the total of the
payments that remain.
Conditions: Your right" to be paid under this option is subject to these terms:
(1) You must choose this option in writing in a form that satisfies Prudential.
(2) You must furnish proof that satisfies Prudential that your life expectancy is 6 months or
less, including certification by a Doctor.
(3) Your Employee Term Life Insurance must not be assigned.
(4) T erminall !lness Proceeds will be made available to you on a voluntary basis only. Therefore:
(a) If you are required by law to use this option to meet the claims of creditors. whether
in bankruptcy or otherwise. you are not eligible for this benefit.
(b) If you are required by a government agency to use this option in order to apply for, get
or keep a government benefit or entitlement. you are not eligible for this benefit.
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LIF T 1002
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(Continued)
(1-2)(38736) A
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OPTION TO ACCELERATE PAYMENT OF DEATH BENEFITS. (Continued)
Effect on Insurance: This benefit is in lieu of the benefits that would have been paid on your
death with respect to the Terminal Illness Proceeds. When you elect this option, the total
amount of Employee Term Life Insurance otherv.tise payable on your death. including any
amount under an extended death benefit, will be reduced by the Terminal Illness Proceeds.
Also. any amount you could otherwise have converted to an individual contract will be reduced
by the Terminal Illness Proceeds.
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83500
LIFT 1002
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(1 -2)(38736) B
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General Information
BENEFICIARY RULES
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The rules in this section apply to insurance payable on account of your deatt:l. when the
Coverage states that they do. But these rules are modified by any burial expenses rule in the
Schedule of Benefits and, if there is an assignment, by the Limits on Assignments section.
"Beneficiary" means a person chosen, on a form approved by Prudential, to receive the
insurance benefits.
You have the right to choose a Beneficiary.
If there is a Beneficiary for the insurance, it is payable to that Beneficiary. Any amount of
insurance for which there is no Beneficiary at your death will be payable to your estate.
You may change the Beneficiary at any time without the consent of the present Beneficiary.
The Beneficiary change form must be filed through the Contract Holder. The change will take
effect on the date the form is signed. But it will not apply to any amount paid by Prudential
before it receives the form. .
If there is more than one Beneficiary but the Beneficiary form does not specify their shares,
they will share equally. If a Beneficiary dies before you, that Beneficiary's interest will end. It
will be shared equally by any remaining Beneficiaries, unless the Beneficiary form states otherwise.
MODE OF SETILEMENT RULES
The rules in this section apply to Employee Life Insurance payable on account of your death,
when the Coverage states that they do. But these rules are subject to the Limits on
Assignments section.
"Mode of Settlement" means payment other than in one sum.
Employee Life Insurance is normally paid to the Beneficiary in one sum. But a Mode of
Settlement may be arranged with Prudential for all or part of tl"le insurance, as stated below.
Arrangements for Mode of Settlement: You may arrange a Mode of Settlement by proper
written request to Prudential. If. at your death, no Mode of Settlement has been arranged for
an amount of your Employee Life Insurance, the Beneficiary and Prudential may then mutually
agree on a Mode of Settlement for that amount.
Conditions for Mode of Settloment: The Beneficiary must be a natural person taking in the
Beneficiary's own right. A Mode of Settlement will apply to secondary Beneficiaries only if
Prudential agrees in writing. Each installment to a person must not be less than $20.00. A
change of Beneficiary will void any Mode of Settlement arranged before the change.
Choice by Beneficiary: A Beneficiary being paid under a Mode of Settlement may, if
Prudential agrees, choose (or change the Beneficiary's choice of) a payee or payees to receive.
in one sum. any amount which would otherwise be payable to the Beneficiary's estate.
Prudential has prepared information about the modes of.settlement available. Ask the Contract
Holder for this.
83500
BBN 1001
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(Continued)
(1 -6) A
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INCONTESTABiliTY OF LIFE INSURANCE
This limits Prudential's use of your statements in contesting an amount of Life Insurance for
which you are insured. These are statements made to persuade Prudential to accept you for
insurance. They will be considered to be made to the best of your knowledge and belief.
These rules apply to each statement:
(1) It will not be used in the contest unless:
(al It is in a written instrument signed by you; and
(bl A copy of that instrument is or has been furnished to you or to your Beneficiary.
(2) If it relates to your insurability, it will not be used to contest the validity of insurance which
has been in force, before the contest, for at least two years during your lifetime.
83500
BBN 1001
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(1-6) 8
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You may assign your insurance under a Coverage. Unless the Schedule of Benefits states
otherwise, the following rules apply to assignments: (1) Insurance under any Coverage
providing either death benefits or periodic benefits on account of disability may be assigned
only as a gift assignment; (2) Insurance under any other Coverage may be assigned without
restriction. Any rights, benefits or privileges that you have as an Employee may be assigned.
This includes any right you have to choose a Beneficiary or to convert to another contract of
insurance. Prudential will not decide if an assignment does what it IS intended to do. Prudential
will not be held to know that one has been made unless it or a copy is filed with Prudential
through the Contract Holder.
This paragraph applies only to insurance for which you have the right to choose a Beneficiary,
when that right has been assigned. If an assigned amount of insurance becomes payable on
account of your death and, at your death. there is no Beneficiary chosen by the assignee. it
will be payable to:
(1) the assignee, if living; or
(2) the estate of the assignee, if the assignee is not living.
It will not be payable as stated in the Beneficiary Rules.
DEFlNmONS
Active Work Requirement: A requirement that you be actively at work on full time at the
Employer's place of business. or at any other place that the Employer's business requires you
to go.
Calendar Vear: A year starting January 1.
Contributory Insurance, Non.contributory Insurance: Contributory Insurance is insurance for
which the Contract Holder has the right to require your contributions. Non-contributory
Insurance is insurance for which the Contract Holder does not have the right to require your
contributions. The Schedule of Benefits shows whether insurance under a Coverage is
Contributory Insurance or Non-contributory Insurance.
Coverage: A part of the Booklet consisting of:
(1) A benefit page labeled as a Coverage in its title.
(2) Any page or pages that continue the same kind of benefits.
(3) A Schedule of Benefits entry and other benefit pages or forms that by their terms apply to
that kind of benefits.
Covered Person under a Coverage: An Employee who is insured for Employee Insurance
under that Coverage; a Qualified Dependent for whom an Employee is insured for Dependents
Insurance, if any, under that Coverage.
Dependents Insurance: Insurance on the person of a dependent.
Doctor: A licensed practitioner of the healing arts acting within the scope of the license.
Earnings: This is the gross amount of money paid to you by the Employer in cash for
performing the duties required of your job. Bonuses, ovel1ime pay, Earnings for more than 40
hours per week, and all other benefits are not included.
83500
BAS 1 013
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(Continued)
(38736) A
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DEFINITIONS (Continued)
Employee: A person employed by the Employer; a proprietor or partner of the Employer. The
term also applies to that person for any rights after insurance ends.
Employee Insurance: Insurance on the person of an Employee.
The Employer: Collectively, all employers included under the Group Contract.
!njury: Injury to the body of a Covered Person.
Prudential: The Prudential Insurance Company of America.
Sickness: Any disorder of the body or mind of a Covered Person. but not an Injury; pregnancy
of a Covered Person, including abortion, miscarriage or childbirth.
You: An Employee.
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83500
BAS 1013
18
(38736) B
.
'.
When Your Insurance Ends
EMPLOYEE INSURANCE
Your Employee Insurance under a Coverage will end when the first of these .occurs:
. Your membership in the Covered Classes for the insurance ends because your
employment ends (see below) or for any other reason.
. The part of the Group Contract providing the insurance ends.
. You fail to pay. when due, any contribution required for an insurance of the Group
Contract. But failure to contribute will not cause your Non-contributory Insurance to end.
End of Employment: For insurance purposes. your employment will end when you are no
longer a full-time Employee actively at work for the Employer. But, under the terms of the
Group Contract, the Contract Holder may consider you as still employed in the Covered
Classes during certain types of absences from full-time work. This ;s subject to any time limits
or other conditions stated in the Group Contract.
For the purpose of your life insurance under the Group Contract, your employment in the
Covered Classes will not be considered to end while you: (1) are absent from work for the
Employer on account of your disability; and (2) have been so absent for less than six months;
and (3) are not working at any other job for wage or profit.
If you stop active full-time work for any reason, you should contact the Employer at once to
determine what arrangements. if any, have been made to continue any of your insurance.
83500
BTE 1 022
19
(38736) A
'.. .' '.'~~~<'" .:.. .. .'; ../.... : .,.. .,', :...':...., '.. ..... .,..' ,'" . .:-'-.' '.'
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ThePrudentlal $
Employee: The Employee whose signature appears on the Foreword in the fronfof the Booklet.
Certificate' of Coverage
Prudential certifies that insurance is provided according to the Group Contract(s) for each
Insured Employee. Your Booklet's Schedule of Benefits shows the Contract Holder and the
Group Contract Number(s).
Insured Employee: You are eligible to become insured under the Group Contract if you are in
the Covered Classes of the Booklet's Schedule of Benefits and meet the requirements in the
Booklet's Who is Eligible section. The When You Become Insured section of the Booklet
states how and when you may become insured for each Coverage. Your insurance will end
when the rules in the When Your Insurance Ends section so provide. Your Booklet and this
Certificate of Coverage together form your Group Insurance Cenificate.
Beneficiary for Employee Death Benefits: See the Booklet's Beneficiary Rules.
. .
Coverages and Amounts: The available Coverages and the amounts of insurance are described
in the Booklet.
If you are insured. your Booklet and this Certificate of Coverage form your Group Insurance
Certificate. Together they replace any older booklets and certificates issued to you for the
Coverages in the Booklet's Schedule of Benefits, All Benefits are subject in every way to the
entire Group Contract which includes the Group Insurance Certificate.
The Prudential Insurance Company of America
83500
BCT 1005
20
(1-6) A
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BASIC LIFE CLAIMS EXPERIENCE/SAMP
May 1993-April1994
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. MONTH LI\'ES PAID PAID LOSS NOF...
.. PREMIUM CLAIM:s . 'RATIO . PAYMENTS"':
...... .
5/93 190 4,492
6/93 187 4,436 .0
7/93 185 4,395 .0
8/93 183 4,331 .0
9/93 186 4,522 .0
10/93 186 4,378 .0
11/93 205 4,714 .0
12/93 213 4,852 .0
1/94 214 5,043 .0
2/94 212 4,929 .0
3/94 209 4,908 .0
4/94 209 4,908 .0
TOTAL 55,908 .0
,.
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OPnONALL~CLA~EXPmmrnNC~SAMP
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May 1993-April1994
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::MONTH:)' ::.',:LIVES
:::'.:.': :':.:..... .. .. :.1.::. ':.. .
5/93
6/93
7/93
8/93
9/93
10/93
11/93
12/93
1/94
2/94
3/94
4/94
TOTAL
.....PAID ..
.:
.., .PREMIUM
1 , 170
1,163
1,186
1.186
1,235
1,193
1,259
1,319
1,423
1.421
1,402
1,344
15,301
PAID LOSS' ..# OF: . ..:
. .. .' ",.
. .. :':,:...'........ ,.','. ..."..:.:.." ,..':','...-:...::...;.::.:':
. . ... ....... ... . .......... ,', ..'.....,...,..,.
. ... <:. .>.:'::.' :::::.: .>:.;.::::)>::::::::::::
.CLAIMS .RA. .TIO.. ..,.. :..::PA.YMENTS. ::::':.::
. . ...., . ,. . ..".,
: .. ',.. ......: .. . . ,:,.::,
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.0
.0
.0
.0
.0
.0
.0
.0
.0
.0
.0
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. '. . ". ,.. .... I .. .,..'. ..,'," ..' . ' . ,
TOTAL LIFE CLAIl\1S EXPERIENCE/SAl\1P
May 1993-April1994
:.MONTH::. ,:,:::":LIVES .. . . PAID..... LOSS.: .... ..#OF
~AID<:. . .
. . . .....:.'. ...,
.. . .' ," ,.,' ..'...,.:
. ' ..,..' ,
, :. ';',: ., ," ....... /' ,...
> ..... <...:.....;::,::: .:'::.;. .;'..:.. . . . . RATIO"''':';: . . .. ...
. :PREMWM CLAIMS ....: PA .'. .......'...
...YMENTS.'.
, .' ., ".. '" .. ,..
.. .. :..:. ....:..:.. ..:.,:.. .:..: . " ...,..
5/93 190 5.662
6/93 187 5.599 .0
7/93 185 5,581 .0
8/93 183 5,517 .0
9/93 186 5.757 .0
10/93 186 5.571 .0
11/93 205 5.973 .0
12/93 213 6,171 .0
1/94 214 6.466 ,0
2/94 212 6.350 .0
3/94 209 6,310 .0
4/94 209 6,252 .0
TOTAL 71,209 .0
22
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:' .. .:,. : , ....... ..'. '. ... ... . . ,.: .:. . . . .,:. : ~.. '.. '. '. :..... .
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0,
BASIC LIFE CLAMS EXPERIENCE/SAMP
May 1992-April1993
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. " ....
. '.. .
. ,".
, .. . . .
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, , '.' ..,
. PREMIUM CLAIMS RATIO .pAYMENTS."
.. '." .:<,: ,.
. . . . . '. <,;",:
:.:..... :;. .:.:: .. . ...,
. .. .
. . .
5/92 190 4,322 .0
6/92 192 4,363 .0
7/92 194 4,388 .0
8/92 191 4,317 .0
9/92 192 4,370 .0
10/92 192 4,333 .0
11/92 193 4,364 .0
12/92 192 4,358 .0
1/93 191 4,372 .0
2/93 193 4,542 .0
3/93 194 4,558 .0
4/93 193 4,541 35,000 770.8 1
TOTAL 52,828 35,000 66.3 1
OPTIONAL LIFE CLAThfS EXPERIENCE/SAMP
May 1993-April1994
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.. ' . ,..' "
,. . '. '.." ',' ...,.,.
. .. .... .
..<<. .::<:;: ..::... .:~:::::.:::::):/.:/:
..
.. .'.
CLAIMS .. P YMENTS..
PREMIUM RATIO . . ....
, ., ....
., . .. . . . , .
. , .
.. .., A ...::
.. ., ...
5/92 1,062
6/92 1,062 .0
7/92 1,076 .0
8/92 992 .0
9/92 996 .0
10/92 996 .0
11/92 996 .0
12/92 996 .0
1/93 1 ,046 .0
2/93 1 , 175 .0
3/93 1 , 189 .0
4/93 1 , 170 .0
TOTAL 12,756 .0
23
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TOTAL LIFE CLAIMS EXPERIENCE/SAMP
May 1992-Aprll 1993
.MONTHq .... ....LIVES . '\ .. ..iPAIQ. PAID .... LOSS' . . ....;..;. .#..OF;;;;.."';';;';."";
..',.", .,',' '.... ..
.:'... ..'..: ' . . . . . . ; . . ...". .. .... , ,
',',',', ' . .,..'. ':" ',.'.., . . . ::' '~'. ... ..;: . ,/:: .. .,./:....,:>:::.:<..\:
. . . "- ". .'" . ,
..,., , . ........ . . .. ,
..., .. .,.
".. '. ,.' .'CLAIMS,\\:
.. . . . .
;t~~i?/:j:!:}}~~~~~~~j/:.(h::t(:~~t~, .. "'PAYl\tENTS..,..;:
'." . " ... ,; .,.' '::.PREMIU1\l .. ..RATIO.....:.:'
'':';';':-.';':':':.'.';':';':::-. .. ...,. . . .
.... ..., .... . . ."
.~. .'.,~
,..'.'... ' .... .. ... . . ..
.,.. .......,... . . . ..,
. '"
5192 190 5,384
6/92 192 5.425 .0
7/92 194 5 .464 .0
8/92 191 5.309 .0
9/92 192 5,366 .0
1 0/92 192 5,329 .0
11/92 193 5.360 .0
12/92 192 5.354 .0
1/93 191 5.418 .0
2/93 193 5,717 .0
3/93 194 5,747 .0
4/93 193 5,71 1 35,000 612.9 1
TOTAL 65,584 35,000 53.4 1
24
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EVALUATION/SELECTION CRITERIA:
~ - 60%
All proposers will be evaluated on the basis of obtaining the lowest, long-term net cost to the
City and its eligible employees. However, in no case will the City be obligated to make a
selection on the single criteria of price.
· "Price" is to include:
Rate per $1,000 for Life
Rate per $1,000 for Supplemental Life
Multi-year rate guarantee
Did the proposal meet the required benefit plan design and funding requirements
Service Factors/Oreanizational Streneths - 40%
. Availability of customer service toll-free (local or 800) and hours of availability.
. Claims turnaround time/accuracy
. Willingness to actively. assist the City in the enrollment process
. Willingness to continue the self administration billing procedure
. Willingness to use the City's enrollment form,
. A.M. Best, Dun & Bradstreet, and Standard & Poor's rating
. Organizational history
. Experience in Group Life administration
. Depth and experience of staff
. References and reputation
. Experience with public sector--Le., cities, counties, and school boards in Florida
2S
" :, ~ .~' , " '.' I I' , " I ' :." ,I" . .. . ,', ' ,
CARRIER QUESTIONNAIRE:
1. What is your average claims turnaround time on death claims expressed as calendar
days (not working days)?
2. From what office will the City's claims be processed?
3. Do you have a customer service and/or claims office in Pinellas County? If no,
will you provide a toll-free number for employees and dependents of the City?
Is this toll-free line included in your rate?
4. What is your firm's A.M. Best rating?
What is your firm' s Dun & Bradstreet rating?
What is your firm's Standard & Poor's rating?
5. Is your Life/Supplemental Life proposal separable from any other products proposed to
the City by your firm?
26
I
.
RATE EXHIBIT-SAMP BASIC LIFE
BASIC
LIFE
. . Yearl . .
.BASIC.. ..:. .. .. .... :.:;.:::B..A.;'SIC:::<':'>:<::::
'. <:..;.::.'..,. '.: :::>,,>:.;' , :'.' :.;:
. .LIFE<:.:... ....:: ::::::::::":C::l~jFi}::/:./:/
>y eat:2 .:.:;.::::::::n::;.::.:::(:;:j.:::Yeiit:::3:::;:"::'.':.)'::;.;!lir
Basic Life
QUESTIONNAIRE--SAMP BASIC LIFE
1. Do your rates include any commission, override, or service fees of any kind?
If yes, please identify amount and to whom it is to be paid.
2. Is your Basic Life proposal separable from any other products being proposed to the
City? Is your Basic proposal separable from the SJ.lpplemenW, TeIll1 I.Jm
proposal?
3. Do your rates assume:
- 100% employer contribution for basic?
- Self-accounting?
- Non-par policy?
- Fully-insured, pooled basis?
- Disability Waiver of Premium?
Current reduction schedule?
- Termination at retirement?
!
4. Please clearly detail any deviations from requested plan design.
5. Will anyone listed on the City's census be receiving any less benefit than currently
provided?
6. Will you require a complete re-enrollment of all City employees?
27
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'...,.....: ........;~'.: ;.,..... '., ........... :'.': ......,. ,: .....: ......... ':..' , :,', .... .... '..'.:.', ...;.:-:...... ....
J . ,'. ", 'f I " ~ .' " ~' , .:
,if .,
7, Please clearly define the terms of your Disability Waiver of Premium.
8, Does your Basic Policy include:
- Accelerated Benefits Rider?
- Seat Belt Rider?
- Rounding up to the next highest $1, OOO?
9, Do you agree to salary changes for rate calculations to take place January 1 of each
year?
10. What is your guaranteed issue on the Basic Plan?
11. What is your maximum issue on the Basic Plan?
28
. ' :. ;'. I " , , ~" " 'f '.',
'.
RATE EXHlBIT-SAMP SUPPLEMENTAL LIFE
1. Please list below your age bands and rates per $1,000 of insurance:
Will you guarantee rates for:
- Second year?
- Third Year?
2.. Do your rates include any commission, override, or service fees of any kind?
If yes, please identify amount and to whom it is to be paid.
3. Is your Supplemental Life Insurance proposal separable from any other products being
proposed to the City? Is your Supplemental proposal separable from the
SAMP Basic Life?
4. Do your rates assume:
- Self-accounting'?
- Fully-insured, pooled basis'?
- Disability Waiver of Premium?
- Current reduction schedule'?
- Termination at retirement?
5. Please clearly detail any deviations from requested plan design.
6. Will anyone listed on the City's census be receiving any less benefit than currently
provided?
7. Will you require a complete re-enrollrnent of all City employees?
29
'. . " , ' " " " .' 'I, '. " I, " .' ' - I' , " .' . .' , . 'I' ',,' ' , i " . ': \ ' .
8. Please clearly define the terms of your Disability Waiver of Premium,
9. Does your Supplemental Policy include:
- Accelerated Benefits Rider?
- Seat Belt Rider? "
- Rounding up to the next highest $1,000? _
10. Are your Supplemental Life Benefits portable?
Are your Supplemental Life Benefits convertible?
11. What minimum percentage participation do you require?
12. What is your guaranteed issue on the Supplemental?
Total maximum for the Basic plus Supplemental'?
13. Do you agree to salary changes for rate calculations to take place January 1 of each
year?
..-
30
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PROGRAM IMPLEMENT A TION:
If a re-enrollment is necessary, the successful Proposer will be expected to participate in the
re-enrollment process, and to conduct employee orientation meetings.
The successful Proposer will be expected to provide a plan document, plus certificates or
booklets, (SPD), and any other appropriate literature (especially for orientation meetings) to
describe the benefits to employees. Literature distributed to employees should be in layman I s
terms, and must be approved by the City.
1. Who will represent your company in negotiations with the City?
Name:
Title:
Office Location:
Telephone Number (including area code):
2. Who will be the service account executive for the City?
Name:
Title:
Office Location:
Telephone Number (including area code):
3, Dates you can deliver the first draft of the:
a. Benefit booklets (SPD)
b. Plan Document
c. Enrollment literature
d. Administration Kit
.1
I
When the City and its consultants have reviewed the first draft, will you have decision-
making personnel available to meet with the City and/or its consultants to fmalize
language in the booklet/contracts for production of the second (final) draft before
printing?
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4. What administrative requirements will be expected of the City?
a. Plan installation:
b. Payroll deduction:
c. Data processing:
d. Will you assist the City in the communication and enrollment process'} Yes
No
31
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5. Did you attach a specimen copy of the following:
a, Benefit booklets
b, Communication and enrollment materials
c. Plan document
d. Is the cost of the above items, including
materials, included in your proposal?)
e. Have you completed and submitted
the proposer references form'?
f. Drug-Free Workplace Form
g. Public Entity Crimes Form
h. Proposer Certification
~
~
6. City has designed its own tailored, multi-purpose enrollment form. A copy is included
in this RFP. Will you allow the City to continue to use its own form for enrollment?
7. Will you provide all printed material needed for enrollment prior to October, 19947
I
32
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CITY OF CLEARWATER
GROUP TERM LIFE INSURANCE FOR SAMP EMPLOYEES
NAME: 5S #
Last First M. I.
ADDRESS:
CITY/STATE ZIP D.O.B.
PHONE: (Home) (Work) SEX:
DEPT. # POSITION:
I request optional life insurance coverage as follows:
c=J
Additional lX
(rounded to next $1,000)
Annual Salary
or
c:J Additional 2X Annual Salary (rounded to next $1,000)
or
CJ Additional 3X Annual Salary (rounded to next $1,000)
(medical exam may be required)
My Beneficiary: Print (Example: Mary A. Doe, not Mrs. J. Doe)
First MI Last / Relationship
If more than one beneficiary is designated, settlement will be made in equal shares to
such of the designated beneficiaries (or beneficiary) as survive the insured, unless
otherwise provided herein. ~f no designated beneficiary survives the insured, settle-
ment will be made to the estate of the inaured, unless otherwise provided in the group
contract. If contributions are required under this plan, I authorize my employer to
deduct from my earnings until further notice my contributions for insurance under a
contract issued by The Prudential.
Sign Above
Date
PRUDENTIAL USE ONLY
Employee Deduction
(Annual Salary -
(rounded to next
$1.,000)
Employer contribution
Annual Salary =
(rounded to next
$1,000)
Divided by 1000 -
Multiplied by .57 -
Divided by 2 -
optional Request
Total Additional
x
Divided by 1000
Chart Rate
x
Divided by 2
Twice per month deduction
Twice per month contribution
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1994 GROUP BENEFITS PROPOSAL SUMMARY
CARRIER REFERENCES
Carriers are requested to provide five references; All references should be organizations of
similar size to the City, for similar programs, preferably in the City's local area.
~ 1. Organization:
~ Address :
^l Contact:
JI
~1 Phone No.:
;J
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,~l Group size:
;~
fl TyPe of program:
t:
":i.
2. Organization:
Address :
Contact:
Phone No.:
Group size:
TyPe of program:
3. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
4. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
5. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
34
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1994 GROUP BENEFITS PROPOSAL SUMMARY
CARRIER REFERENCES
List three group medical clients (of similar size to the City of Clearwater) that have cancelled
in the last 18 months.
1. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
2, Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
3. Organization:
Address:
Contact:
Phone No.:
Group size:
Type of program:
35
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CITY OF CLEARWATER
PROPQSERCERTllnCATION
I HEREBY CERTIFY that all requirements contained in these proposal specifications
have been read, understood and complied with except as specificaUy noted in writing in
our proposal. If our proposal is accepted by the City, we agree to abide by the
requirements of these specifications.
COMPANY:
BY:
Signature
TITLE:
DATE:
36
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AGENDA
DATE q - /2- 9~
iTEM # 17
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Item #
Meeting Date:
CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
{.J;;)..CfY
Subject:
Statutory Life Insurance Polky for Police and Fire Personnel
Recomm endation/M olion:
Award the contract for statutory
Hartford, Hartford, Connecticut at
responsive and responsible hid In
1-1-95 through 12-31-97
Ii fL' illsurallcl~ policy for Police and Fire personnel to ITT
all estiJ11ated cost of $6,220.00 which was the lowest, most
iIl:~()rdance with spel~ifications for the contract period of
Ga and that the appropriate officials be authorized to execute same.
BACKGROUND:
At the direction of the City Commission, our insurance cOllsultant, Wittner & Company, prepared a
request for proposal for the statutory life insurance policy for Police and Fire personnel.
The City's cost for ITT Hartford will be $6,220.()l) pCI' year. The cstimated annual savIngs IS
$2,925.00. ITT Hartford has guaranteed this rate for a three (.1) ycar period.
The statutory coverage is in addition to any workcrs'
change in insurance carrier will be transparcnt for
covered by the statutory life insurance policy.
compensation or pension benefits. The
all Policc and Fire personnel currently
The total annual cost is approx imate ly $6,220.00. Fundi ng for this contract is included in the City
Manager's 1994/95 recommended operating budget ~\'lId will be requested for subsequent fiscal
years.
Reviewed by:
o Approved
o Approved w/conditions
o Denied
o Continued to:
Commission Action:
Originating Dept:
Human Resource
Costs: Estimated
$6.220,00
Total
Legal N/A
Budget -f/.<J. .~2.c-/
Purchasing
Risk Mgmt. N/A
CIS NtA
ACM - r~..,(Z_
Other NI A
User Dept.:
various
$4.665.0Q
Current FY
Advertised:
Date: 6/10/94;
6/17/94
Paper: Pinellas Cty.
Review; Tpa. Tribune
o Not required
Affected parties
iii Notified
o Not required
Funding Source:
o Capt. Imp.
ug Operating
o Other ____
Attachments:
Bid Tabulation and Summary
iN
Submitted by:
c~e-
Appropriation Code:
o Nonn
590-0700(}-~4:1 500-
590-0()()
CITY OF CLEARWATER
RFP 170..94 :
Sttltuwry Accidental Death & Dismemb~nnent (Ad&D) Coverage
. for Firefighters and Law Enfoicement Officers
*AlG CIGNA fIT Hartford Home
Current 1993/94 Insurance
$9 145 $9 025 $6 220 $7 605
Two-year Three-year Three-year
Rate Guarantee Rate Guarantee Rate Guarantee
"No bid for 1994/95
RECOMMENDATIONS
· Carrier~-Hartford at $6,220 per year for three years
Bid Tabulation
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CITY OF CLEARWATER
RFP 170-94
RESPONDING VENDOR LIST
1. CIGNA
5404 CYPRESS CENTER DR.
SUITE 150
TAMPA, FL 33623
2. ITT HARTFORD
300 S. PARK ROAD
HOLLYWOOD, FL 33081
3. THE HOME INSURANCE COMPANY
2000 RIVEREDGE PARKWAY
SUITE 1000
ATLANTA, GA 30328
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SUMMARY OF RFP 170-94
SOLICITED:
RECEIVED :
NO RESPONSE:
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C I T Y
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CLEARWATER
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POST OFFICE BOX 4746
C LEA R W ATE R. F LOR IDA 3 4 6 1 8 - 4 7 4 8
SUBJECT:
Request for Proposal (RFP)-170-94
Statutory Accidental Death and
Dismemberment Coverage
ISSUE DATE:
June 08, 1994
PREBID CONFERENCE:
June 24, 1994 - 2:00 PM
MAIL BIDS TO:
City of Clearwater
Purchasing Division
P. O. Box 4748
Clearwater, FL 34618-4748
DELIVER BIDS TO:
City of Clearwater
Purchasing Division
711 Maple Street
Clearwater, FL 34615
BIDS MUST BE RECEIVED
NOT LATER THAN:
July 15, 1994 - 4:00 PM EST
Proposals may not be withdrawn
after time and date of opening
prior to January 01, 1995.
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George E. McKibben
Purchasing Manager
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"Equal Employment and Affirmative Action Employer"
C I T Y
OF
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CLEARWATER
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POST OFFICE BOX 4748
C LEA R W ATE Rt F LOR I D A 3 4 6 1 8 - 4 7 4 8
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SUBJECT:
Request for Proposal (RFP)-170-94
statutory Accidental Death and
Dismemberment Coverage
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ISSUE DATE:
June 08, 1994
PREBID CONFERENCE:
June 24, 1994 - 2:00 PM
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MAIL BIDS TO:
City of Clearwater
Purchasing Division
P. O. Box 4748
Clearwater, FL 34618-4748
DELIVER BIDS TO:
City of Clearwater
Purchasing Division
711 Maple Street
Clearwater, FL 34615
BIDS MUST BE RECEIVED
NOT LATER THAN:
July 15, 1994 - 4:00 PM EST
Proposals may not be withdrawn
after time and date of opening
prior to January 01, 1995.
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~ George E. McKibben
Purchasing Manager
o
"Equal Employment and Affirmative Action Employer"
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CITY OF CLEARWATER
REQUEST FOR PROPOSAL
FOR
STATUTORY
ACCIDENTAL DEATH & DISMEMBERMENT (AD&D)
COVERAGE
for Firefighters and Law Enforcement Officers
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CITY OF CLEARWATER
REQUEST FOR PROPOSAL
FOR
STATUTORY AD&D COVERAGE
For Firefighters and Law Enforcement Officers
ISSUE DATE:
June 8, 1994
PERIOD OF CONTRACT:
Contract period shall commence October 1, 1994,
expiring on September 30, 1995, and annually
renewable thereafter upon mutual consent.
PRE-PROPOSAL
CONFERENCE:
The City will hold a voluntary pre-proposal
conference on Friday, June 24, 1994 at 2:00 p.m. in
the Council Chambers of City Hall,
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SEALED PROPOSALS
WILL BE RECEIVED UNTIL:
4:00 p.m.. Eastern Daylight Time. JVly 15. 1994
and then publicly opened
All proposals (one original and two copies) must be returned in a SEALED ENVELOPE
clearly marked on the front "Proposal for Statutory AD&D Coverage for Firefighters and
Law Enforcement Officers to be opened at 4:00 p.m., Eastern Daylight Time, July 15,
1994 - Bid No. 170-94".
ALL INQUIRIES FOR
INFORMATION SHOULD BE
DIRECTED IN WRITING TO:
George McKibben
(813) 462-6860
HAND DELIVER, MAIL,
OR EXPRESS MAIL SEALED
PROPOSALS:
City of Clearwater
Purchasing Department
711 Maple Street
Clearwater, Plorida 34615
Bid No. 170-94
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ADDENDA TO THIS RFP
If any addenda are issued on this RFP, a good faith attempt will be made to deliver a copy of
each to those persons or firms who, according to the records of the City I S Purchasing
Department, have previously received a copy of this RFP. However, prior to submitting the
proposal, it shall be the responsibility of each Proposer to contact the City's Purchasing
Department to determine if addenda were issued and, if so, to obtain such addenda for
attachment to the proposal. If such addenda are not attached to the proposal, the proposal will
be considered non-responsive.
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In order to assure that any required addenda are made available to you as soon as possible,
please complete the following information and return the completed form to the address shown
below.
Copies of all addenda will be sent immediately upon preparation to the person completing and
returning this form. In addition to their direct mailing, addenda copies will be sent to known
recipients of this RFP, however, this latter procedure may not result in the proposal preparer
receiving the addenda.
Person to Whom Addenda Should Be Sent:
IMMEDIA TELY UPON RECEIPf OF RFP, MAllJ THIS FORM TO:
City of Clearwater
Purchasing Department
711 Maple Street
Clearwater, Florida 34615
Bid No. 170-94
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SCOPE OF PROJECT
The purpose of this RFP is to competitively bid the City's Statutory AD&D for
Firefighters and La w Enforcement Officers Insurance on a fully-insured basis.
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The City is requesting the proposals net of commission. The City has contracted with the
firm of Wittner & Co. as fee paid Employee Benefit Consultants for evaluation and
recommendation. Wittner & Co. is to be compensated by the City on a fee-far-service
basis and not through commissions on the Group Term Life Insurance Plan.
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All questions relative to this RFP for clarification, etc. are to be directed in writing to:
George McKibben, Director of Purchasing
City of Clearwater
711 Maple Street
Clearwater, Florida 34615
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(813) 462-6860
· Please refer to Bid No. 170-94 in all correspondence.
· Purchasing will coordinate, and all responses will be put in writing to all recipients of the
RFP. Responses will be generated by Tom Richarme of Wittner & Co. It is the City's
request that City personnel not be contacted directly by interested proposers but that all
questions be forwarded through Mr. McKibben for continuity.
.
A voluntary pre-proposal conference will be held on June 24, 1994 at 2:00 p.m. in the
Council Chambers of City Hall. Attendees at the pre-proposal conference are encouraged
to submit questions in advance in writing to Mr. McKibben in Purchasing. All questions
and responses will be shared in writing with all potential proposers.
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APPROPRIATIONS CLAUSE:
The City, as an entity of government, is subject to the appropriation of funds by its legislative
body in an amount sufficient to allow continuation of its performance in accordance with the
terms and conditions of this contract for each and every fiscal year following the fiscal year in
which this contract is executed and entered into and for which this contract shall remain in
effect. The City shall, upon receipt of notice that sufficient funds are not available to continue
its full and faithful performance of this contract, provide prompt written notice to Seller of
such event and effective thirty (30) days after giving such notice, or upon the expiration of the
period of time for which funds were appropriated, whichever occurs first, be thereafter
released of all further obligation in any way related to the contract.
PUBLIC ENTITY CRIMES STATEMENT:
Sworn statement under Sec. 287.133(3)(a)FI. Statutes on Public Entity Crimes:
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Florida Statutes 287.017 states that no public entity shall accept a bid from, award any
contract to, or transact any business in excess of the threshold amount for Category Two
(currently $10,000) with any person or affiliate on the convicted vendor list for a period of 36
months from the date that person or affiliate was placed on the convicted vendor list unless that
person or affiliate has been removed from the list pursuant to Section 287. 133(3)(f)F.S. No
public entity which was transacting business with a person at the time of the commission of a
public entity crimes which resulled in that person being placed on the convicted vendor list
shall accept any bid from, award flny contract to, or transact any business with any other
person which is under the same, or substantially the same control as the person whose name
appears on the convicted vendor list so long as that person's name appears on the convicted
vendor list. If a user department has any questions concerning the convicted vendor listing,
that department should contact the Purchasing Manager. The attached form is required from
any vendor/contractor entering into a contract with the City, in the amount of $10,000 or
more.
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DRUG-FREE WORKPLACE STATEMENT:
Preference shall be given to businesses with drug-free workplace programs. Whenever two or
more bids which are equal with respect to price, quality, and service are received by the City
for the procurement of commodities or contractual services, a bid received from a business that
certifies that it has implemented a drug-free workplace program shall be given preference in
the award process. Established procedures for processing tie bids will be followed if none of
the tied vendors have a drug-free workplace program.
In order to comply with Florida Statutes, all bidders will be required to complete the Drug-
Free Workplace Form (FS 287.087) and Public Entity Crime Form (FS 287.133). Copies of
both documents are attached and must be returned with your bid response.
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BID PROTEST PROCEDURE:
Any actual or prospective bidder who is aggrieved in connection with the solicitation or award
of a contract may seek resolution of his/her complaints by contacting the Purchasing Manager.
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COMPLIANCE WITH RECYCLED PAPER ORDINANCE:
Per Ordinance #5059-90, the City shall require all persons submitting responses to Request
For Proposals to agree to the following as a pre-condition to contract award:
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. All reports submitted to the City by a contractor in fulfillment of contract obligations shall
use recycled paper when it is available at a reasonable price and of satisfactory quality to
meet contractual performance standards. For the purposes of this paragraph, the price of
recycled paper shall be considered "reasonable" if its cost is no more than ten percent
higher than the lowest price offered for non-recycled paper.
. All reports submitted to the City by a contractor shall use both sides of paper sheets
whenever practical.
. Contractors shall be responsible for maintaining records documenting usage of recycled
paper for reports submitted to the City in fulfillment of contractual obligations.
Contractors shall submit such records to the City according to procedures to be established
by the Purchasing Manager not later than October 1, 1992.
NO CORRECTIONS CLAUSE:
Once a proposal is submitted, the City shall not accept any request by any proposer to correct
errors or omissions in any proposal submitted.
RETENTION/DISPOSAL OF RFP'S CLAUSE:
The City of Clearwater, Florida reserves the right to retain all proposals submitted for official
record purposes and to use any ideas in a proposal regardless of whether that proposal is
selected. Submission of a proposal indicates acceptance by the firm of the conditions
contained in the request for proposals, unless clearly and specifically noted in the proposal
submitted and confirmed in the contract between the City and the firm selected.
The City also reserves the right to dispose of any or all copies of proposals in whatever
manner it deems appropriate. No copies of proposals will be returned to the proposer.
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LEGAL NAME CLAUSE:
Proposals shall clearly indicate the legal name, address and telephone number of the
respondent (company, firm, partnership, and individual). Proposals shall be signed above the
typed or printed name and title of the signer. The signer shall have the authority to bind the
respondent to the submitted proposal.
OPENNESS OF PROCUREMENT CLAUSE:
Written proposals, other submissions, correspondence, and all records made thereof, as well as
negotiations conducted pursuant the RFP, shall be handled in compliance with Chapters 119
and 286 Florida Statutes. The City gives no assurance as to the confidentiality of any portion
of any proposal once submitted.
NO COLLUSION CLAUSE:
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By offering a submission to the RFP, the proposer certifies the proposer has not divulged to,
discussed or compared his/her competitive proposal with other proposers and has not colluded
with any other proposers or parties to this competitive proposal whatsoever. Also, proposer
certifies, and in the case of a joint competitive proposal each party thereto certifies as to its
own organization, that in connection with the competitive proposal:
. Any prices and/or cost data submitted have been arrived at independently, without
consultation, communication, or agreement, for the purpose of restricting competition, as
to any matter relating to such prices and/or cost data, with any other proposer or with any
competitor;
· Any prices and/or cost data quoted for this competitive proposal have not been knowingly
disclosed by the competitive proposer and will not knowingly be disclosed by the proposer,
directly or indirectly to any other proposer or to any competitor, prior to the scheduled
award of the audit contract;
· No attempt has been made or will be made by the proposer to induce any other person or
firm to submit or not to submit a competitive proposal for the purpose of restricting
competition;
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. The only person or persons interested in this competitive proposal, principal, or principals
is/are named therein and that no person other than therein mentioned has any interest in
this competitive proposal or in the Agreement to be entered into; and
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. No person or agency has been employed or retained to solicit or secure this Agreement
upon an agreement or understanding for a commission, percentage, brokerage, or
contingent fee, excepting bona fide employees or established commercial agencies
maintained by the purchaser for the purpose of doing business.
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REJECTION OF PROPOSALS/INFORMALITY WAIVER:
The City may reject proposals if:
. The proposer misstates or conceals any material fact in the proposal; or if,
. The proposal does not strictly conform to the law or requirements of the RFP.
. The proposal is conditional, except that the proposer may qualify his proposal for
acceptance by the City on an "all or none" basis, or a "low item" basis. An "all or none"
basis proposal must include all items upon which proposals are invited.
. The City may, however, request all proposals whenever it is deemed in the best interest of
the City to do so and may request any part of a proposal unless the proposal has been
qualified as provided above. The City may also waive any minor irregularities or
informalities in any proposal.
RFP EXPENSE STATEMENTS:
All vendor costs associated with this RFP will be the responsibility of the vendor.
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A DRUG-FREE WORKPLACE, IN ACCORDANCE WITH SECTION 287.087
Preference shall be given to businesses with drug-free workplace programs. Whenever two or
more bids which are equal with respect to price, quality and service are received by the City
for the procurement of commodities or contractual services, a bid received from a business that
certifies that it has implemented a drug-free workplace program shall be given preference in
the award process. Established procedures for processing tie bids will be followed if none of
the tied vendors have a drug-free workplace program, a business shall:
1. Publish a statement notifying employees that the unlau/ful manufacture, distribution,
dispensing, possession, Of ~se of a controlled substance is prohibited in the workplace and
specifying the actions that will be taken against employees for violations of such
prohibition.
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2. Inform employees about the dangers of drug abuse in the workplace, the business's policy
of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and
employee assistance programs, and the penalties that may be imposed upon employees for
drug abuse violations.
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3. Give each employee engaged in providing the commodities or contractual services that are
under bid a copy of the statement specified in subsection (1).
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4. In the statement specified in subsection (1), notify the employees that, as a condition of
working on the commodities or contractual services that are under bid, the employee will
abide by the terms of the statement and will notify the employer of any conviction of, or
plea of guilty or nolo contendere to, any violation of chapter 893 or of any controlled
substance law of the United States or any state, for a violation occurring in the workplace
no later than five (5) days after such conviction.
5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or
rehabilitation program if such is available in the employee's community, by any employee
who is so convicted.
6. Make a good faith effort to continue to maintain a drug-free workplace through
implementation of this section.
As the person authorized to sign the statement, I certify that this firm does/does not (select
only one) fully comply with the above requirements.
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Business's Name
Vendor's Signature
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INSURANCE REQumEMENTS
The bid will procure and maintain the following insurance coverage:
1. Workers' Compensation and Employers' Liability--the bidder shall procure and maintain
for the life of this purchase order Workers' Compensation Insurance covering all
employees with limits meeting all applicable state and federal laws. This coverage shall
include Employers' Liability with limits meeting all applicable state and federal laws.
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2. General Liability--The bidder shall procure and maintain, for the life of this purchase
order, General Liability Insurance. This coverage shall be on an 'Occurrence' basis and
shall include:: Premises and Operations; Independent Contractors; Products and Complete
Operations and Contractual Liability. Coverage shall be no more restrictive than the latest
edition of the Commercial General Liability policies of the Insurance Services Office.
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The policy shall provide coverage for death, bodily injury, personal injury or property
damage that could arise directly or indirectly from the performance of this purchase order.
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The minimum limits of coverage shall be $500,000 Per Occurrence Combined Single Limit
for Bodily Injury Liability and Property Damage Liability.
The City shall be included and identified as an Additional Insured under the
policy/certificate of insurance.
3. Business Automobile Liability-- The Bidder shall procure and maintain, for the life of the
purchase order, Business Automobile Liability Insurance.
The minimum limits of coverage shall be $300,000 Per Occurrence. Combined Single
Limit for Bodily Injury Liability and Property Damage Liability. This coverage shall be
an "Any Auto" type policy. Coverage shall be no more restrictive than the latest edition of
the Business Automobile Policies of the Insurance Services Office.
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4. Indemnity--The Bidder shall defend, indemnity, save and hold the City harmless from any
and all claims, suits, judgments and liability for death, personal injury, bodily injury or
property damage arising directly or indirectly from the performance of this purchase order
by bidder, its employees, subcontractors or assigns, including legal fees, court costs, or
other legal expenses. The bidder acknowledges that it is solely responsible for complying
with the terms of the purchase order.
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5. Supplemental Provisions
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a) The insurance coverages and conditions afforded by this policy shall not be suspended,
voided, cancelled or modified except after thirty (30) days prior written notice by
certified mail return receipt requested has been given to the City's Risk Management
Office.
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b) Certificates of Insurance meeting the specific required insurance provisions specific
within the purchase order shall be forwarded to the City's Risk Management Office and
approved prior to start of any work. After review, the Certificate will be filed with the
Purchasing Office as a apart of the original purchase order.
c) Receipt and acceptance of a bidder's Certificate of Insurance, or other similar
document, does not constitute acceptance or approval of amounts or types of coverage
which may be less than required by the purchase order.
d) The City may at its option require a copy of the bidder's insurance policies.
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e) All insurance policies required with this purchase order shall provide full coverage
from the first dollar of exposure unless otherwise stipulated. N"o deductibles will be
accepted without prior approval fro the City.
6. Safety and Health Requirements
a) Safe and Healthful Work Environment--It is the bidder's sole duty to provide safe and
healthful working conditions to its employees and those of the City on and about the
project site. The City assumes no duty for supervision of the bidder.
b) Stop Work Orders--The City may order that the work stop if a condition of immediate
danger to City employees, equipment or property damage exists. This provision shall
not shift responsibility or risk of loss for inj uries or damage sustained from the bidder
to the City, and the bidder shall remain solely responsible for compliance with all
safety requirements and for the safety of all persons and property at the project site.
c) Compliance with Safety and Health Regulations--The bidder shall comply with the
standards and regulations set forth by the Occupational Safety and Health
Administration (OSHA), the Florida Department of Labor and Employment Security
and all other appropriate federal, state, local regulations or City safety and health
standards.
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SWORN STATEMENT PURSUANT TO SECTION 287. 133 (3)(a) ,
FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES
THIS FORM MUST BE SIGNED AND S'VORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR
OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
I. This sworn statement is submitted to
[print name of public entity]
by
[print individual's name and title]
for
[print name of entity submitting sworn statement]
whose business address is
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and (if applicable) its Federal Employer Identification Number (FEIN) is
(If the entity has no FEIN, include the Social Security Number of the individual signing this sworn statement:
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2. I understand that a "public entity crime" as defined in Paragraph 287.133(1)(g), Florida Statutes, means a
violation of any state or federal law by a person with respect to and directly related to the transaction of
business with any public entity or with an agency or political subdivision of any other state or of the United
States, including, but not limited to, any bid or contract for goods or services to be provided to any public
entity or an agency or political subdivision of any other state or political subdivision of the United States and
involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation.
3. I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1)(b), Florida Statutes, means
a finding of guilt or a conviction of a public entity crime, with or without a adjudication of guilt, in any
federal or state trial court of record relating to charges brought by indictment or information after July 1,
1989, as a result of ajury verdict, non-jury trial, or entry of a plea of guilty or nolo contendere.
4. I understand that an "affiliate" as defined in Paragraph 287 . 133(1)(a), Florida Statutes, means:
1 A predecessor or successor of a person convicted of II public entity crime; or
2. An entity under the control of any natural person who is active in the management of the entity and who
has been convicted of a public entity crime. The term "affiliate" includes those officers, directors.
executives, partners, shareholders, employees, members, and agents who are active in the management of
an affiliate. The ownership by one person of shares constituting a controlling interest in another person.
or a pooling of equipment or income among persons when not for fair market value under an arm's
length agreement, shall be a prima facie case that one person controls another person. A person who
knowingly enters into a joint venture with u person who has been convicted of a public entity crime in
Florida during the preceding 36 months shall be considered an affiliate.
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5. I understand that a "person" as defined in Paragraph 287.133(1)(e), Florida Statutes, means any natural
person or entity organized under the laws of any state or of the United States with the legal power to enter
into a binding contract and which bids or applies to bid on contf'dcts for the provision of goods or services let
by a public entity or which otherwise transacts or applies to transact b.usiness with a public entity. The term
.person" includes those officers, directors, executives, partners, shareholders, employees, members, and
agents who are active in management of an entity.
12
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At:
6. Based on information and belief, the statement which I have marked below is true in relation to the entity,
submitting this sworn statement. [indicate which statement applies.]
_ Neither the entity submitting this sworn statement, nor any officers, directors, executives, partners,
shareholders, employees, members, or agents who are active in management of the entity, nor any affiliate of
the entity has been charged with and convicted of u public entity crime subsequent to July 1, 1989.
_The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners,
shareholders, employees, members, or agents who are active in management of the entity, or an affiliate of the
entity has been charges with and convicted of a public entity crime subsequent to July 1, 1989.
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_The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners,
shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of
the entity has been charges with and convicted of a public entity crime subsequent to July 1, 1989. However,
there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of
Administrative Hearings and the Final Order entered by the Hearing Officer determined that it was not in the
public interest to place the entity submitting this sworn statement on the convicted vendor list. [attach a copy
of the fll1al order]
I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR
THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 (ONE) ABOVE IS FOR THAT PUBLIC ENTITY
ONLY AND, THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN
WHICH IT IS FILED. I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC
ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT
PROVIDED IN SECTION 287.017, FLORIDA STATUTES FOR CATEGORY TWO OF ANY CHANGE IN
THE INFORMATION CONTAINED IN THIS FORM.
Signature
Date
STATE OF
The foregoing instrument was acknowledged before me this
Date
COUNTY OF
by
. who is personally known to me
Name o/person acknowledging
or who has produced
Type o/identifieDlion
as identificution and who did/did not take an oath.
Notary Public, Commission No.
Signature
(Name of Notary typed, printed, or stamped)
(SEAL ABOVE)
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COMPLIANCE WITII LAWS, RULES, AND REGULATIONS:
Each Proposer is responsible for full and complete compliance with all laws, rules and
regulations (including those of the Florida Department of Insurance) which may be applicable.
Failure or inability on the part of a Proposer to comply with such laws, rules and regulations
(including failure to obtain Florida Department of Insurance approval for filings) shall not
relieve the Proposer from its obligation to honor its proposal and to perform completely in
accordance with such proposal.
FLORIDA PUBLIC RECORDS LAW:
Eid submittal information shall be subject to Chapter 119, Florida statutes, generally known as
the "Florida Public Records Law". The City cannot regard any document, information or
data as proprietary or confidential unless so exempted by Florida statutes, Documents
received with proprietary or confidential information may be re-sealed and returned without
further consideration or obligation.
NON- WARRANTY OF SPECIFICA TION8:
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Due care and diligence have been exercised in the preparation of this RFP and all information
contained herein is believed to be substantially correct. However, the responsibility for
determining the full extent of the exposures to risk and verification of all information herein
shall rest solely with the Proposer. Neither the City nor it's representatives shall be
responsible for any error or omission in this RFP, nor for the failure on the part of the
Proposer to determine the full extent of the exposures.
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DEVIATIONS FROM DESIRED PLAN:
1.
The contract terms and conditions stipulated in this RFP are those desire.d by the City and
preference will be given to those proposals in full and substantial compliance with the
requested programs. However, after allowance for any deviations, all proposals will be
considered initially. Proposers are cautioned that deviations from the specified programs must
be clearly stated and described on the proposal forms.
NEGOTIATION:
The City, at its option, may undertake simultaneous negotiations with selected Proposers who
have submitted reasonable and timely proposals and which are found to be fully qualified and
capable of meeting all servicing requirements. (Per Florida Statute 112.08.)
The City shall determine which of the Proposers, if any, with whom it wishes to negotiate
based on preliminary analysis of those most capable of meeting the financial and servicing
requirements set forth in the RFP.
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VERIFICATION MEETINGS:
The City may wish to hold separate Verification Meetings with certain of the Proposers to
further verify the form and substance of their respective proposals relative to coverages,
service and price. The decision as to whether to hold Verification Meetings and which
Proposers will be invited to attend is within the sole discretion of the City.
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Proposers selected for Verification Meetings should have in attendance a company
representative authorized to make decisions relative to the proposal, as well as those
individuals with whom the City would have contact in the day-to-day handling of the account.
RE-RATING ENDORSEMENT:
Notwithstanding any provision in the contracts to the contrary, the Proposer shall give the City
a preliminary renewal notice, stating the projected amount of rate or fee change, no later than
90 days prior to each renewal date. Subsequently, no later than 45 days prior to each renewal
date, the Proposer shall provide the City with a firm renewal, stating specifically the amount
of rate or fee change.
PROPOSAL WITHDRAWAL:
Any proposal may be withdrawn until the date and time set above for the submission of the
proposals. Any proposals not so withdrawn shall constitute an irrevocable offer, up to January
1, 1995, to sell to the City the services set forth in these specifications, or until one or more of
the proposals have been accepted.
VENDOR QUALIFICATIONS:
Only those Proposers which, in the opinion of the City, are financially capable of providing
the coverage will be considered. The current Best's Insurance Reports will be used as a guide.
Any insurance company submitting a proposal must meet or exceed Best's rating of:
1. A, General Policyholders Rating Classification, AND
2. Group VII, Financial Size Classification.
Non-rated companies must provide evidence of financial responsibility satisfactory to the City.
Audited financial statements are required. Financial responsibility of downstream or
subsidiary companies must be guaranteed in writing by the parent company by endorsement of
the contract as follows:
In the event that (the Proposer) is unable to pay any loss payable within the time and in
accordance with the terms and provisions set forth in the above-referenced agreement, the
(parent Company) hereby agrees to make such payment therefore in accordance with the terms
and provisions of such agreement.
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AUTHORIZED SIGNATURE:
The signature on the Proposer's Warranty must be that of an Officer of the Proposer making
the proposal. This manual signature shall pertain to the entire proposal. The original
Proposal and each copy submitted shall contain an original signature on the Proposer's
Warranty.
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4.
TIME LINE AND ACTION PLAN FOR BIDDING STATUTORY AD&D COVERAGE
FOR FIREFIGHTERS AND LA W ENFORCEMENT OFFICERS
June 1994
. Bid Specification released to the public by City's Purchasing Director - June 8, 1994
. Voluntary pre-bid conference with all interested proposers - June 24, 1994
July 15, 1994 - 4:00 p.m. Eastern Dayligbt Time
. Opening of sealed bids
July 15 - .July 31, 1994
. Bid analysis/selection of finalists
Eint week in Aueust 1992
. Review results/recommendations with Staff
Mid-Aueust 1994
e Staff recommendations to the Commission
Early September 1994
. Approval of recommendation at Commission Meeting
October 1. 1994
. Effective date of coverage
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GENERAL INFORMATION/CURRENT PLAN OF BENEFITS/REQUESTED
BENEFITS
· Number of eligible employees:
- Firefighters 150
- Administrators 7
- Law Enforcement Officers 229
- Administrators 15
· Plan renewal date and/or attachment of new carrier--October 1, 1994
· Currently underwritten by AIG Life Insurance Co. since October 1, 1992
8 Requested Plan Design:
Duplicate current statutory benefits as defined in Florida Statute 112.18, 122.19, and
122.191.
. In force AIG Policy is attached
. The Statutory AD&D coverage must be separable from any other submitted proposals for
other products being requested by the City.
. There have been ll.Q death claims paid out since October 1, 1992.
. AIG bills the City on an annual basis, payable in advance. The October 1, 1993 to
September 30, 1994 premium was $9,145.
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1994 SUMMARY OF STATUTORY AD&D COVERAGE FOR FIREFIGHTERS AND
LA W ENFORCEMENT OFFICERS
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AlGLIFE
ThiS Is a single I erm ~ollcy ana IS NOl ntWtHvdUltl
~ Blanket Special Risk Polley ~ ~
AIG LIFE INSURANCE CO.vtPANY
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HOME OFFICE/PITTSBURGH, PENNSYLVANIA
Incorporated as A CAPITAL STOCK COMPANY by the Commonwealth of Pennsylvania
Administrative Office: 1105 Market Street, Wilmington, DE. 19801
(Herein called the Company)
Administrative Office
1105 Market Street
Wilmington. DE 19801
SRG 8040736
30899, 30909, 30910~
Forms Attached At
Issuance
30911 ,30912,Rider fll
In consideration of the payment of the premium in the manner and at the time stated in item 8 of the
Master Application, the statements set forth in the Master Application and in the individual applications,
if any, the Company agrees with: - .
City of Clearwater ~
(Herein called the Policyholder)
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to insure eligible persons of the Policyholder (herein individ ually called Insured Person) for whom ap-
plication is made for loss resulting from injury, to the extent herein Provid#iid subject to all the excep-
tions, limitations and provisions of this Policy. . ~
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The insurance afforded under this Policy is only with respect to such and so many of the coverages
as are indicated in the Benefit Schedule. If opposite any coverage the word IINil" appears, insurance is
not afforded hereunder.
Section I.
Definitions: IIBenefit Schedule" wherever used in this Policy means the Benefit Schedule in the
Master Application attached hereto which shall be part of this Policy as"fully as through it appeared over
the signature hereto affixed.
"fnjury" wherever used in this Policy means bodily injury caused by an accident and occuring while
this Policy is in force as to the person whose injury is the basis of claim and resulting directly and in-
dependently of all other causes in loss covered by this policy.
Section II.
1. Effective Date.Policy Term: This policy takes effect as of the Effective Date and Time stated in
the Master Application and continues in force for the period ending as of the Expiration Date and Time
therein stated.
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2. Eligible Persons: Effective And Termination Dates of Individual Insurance. The persons eligible
for inclusion as Insured Persons shall be all persons denoted in classifications described in the Master
Application.ln~urance for such eligible persons shall become effective with respect to the activity and/or
trip covered and benefits designated in the Master Application for such classification as indicated in
Item 7 of said Application.
"
~ Coverage with respect to any Insured Person shall immediately terminate on the termination date of
l this Pplicy or at the time such person ceases to come within any classification, whichever is earlier; pro-
'{
; vided, however, that such termination shall be without prejudice to any claim originating prior thereto.
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Order bV
34673 (9/83)
30897
(3/81)
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Benefit Cowrage
Section 11I.1
Accidental Doath Benefit
If injury to the Insured Person shall result in the death of the Insured Person, within 90 days of the
date of the covered accident, the Company will then pay the Accidental Death Benefit.
If loss covered under this Section of the Policy shall occur after payment, if any, has been made
under any other Benefit Section of this Policy, the Company will then pay the Accidental Death Benefit in-
dicated in the Benefit Schedule for the activity in which the insured Person was a participant at the time
of the' accident less any amounts paid under any other Benefit Section of the Policy.
SECTION IV
Exclusions
This Policy does not cover any loss, fatal or non-fatal, incurred for or resulting from the following:
1. Suicide or any attempt thereat by the Insured Person, while sane or self destruction or any at-
tempt thereat by the Insured Person while insane; or
2. Infections except pyogenic infections caused wholly by a covered injury; or
3. War or any act of war, or accident occurring while the Insured Person is in the military, naval or
air service of any country (any premi um paid to the Company for any period not covered by this
Policy while the Insured Person is in such service will be returned pro rata); or
4. Accident occurring while the Insured Person is operating, or learning to operate, or performing
duties as a member of the crew of any aircraft; or
5. Dental treatment, exept as a result of injury to sound natural teeth'as provided by the Master Ap.
plication; or
6. Replacement of eyeglasses or eye examinations for the correction of vision or fitting of glasses
unless an injury has caused impairment of sight; or
7. Injury for which the Insured Person is entitled to benefits under any Worker's Compensation Act
or Law or any similar legislation; or
8. Participating in team sports or other athletic activities; or
9. Hernia of any kind; or
10. The Insured's being intox.icated or under the influence of any narcotic unless administered on
the advice of a physician.
THE FOLLOWING EXCLUSIONS ARE HEREBY DELETED FROM-THIS POLICY:
:J None
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Exclusions deleted
10899
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SECTION V
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Uniform Provisions
Entire Contract: Changes: This policy, a copy of the application of the Policyholder, attached hereto, In.
eluding the endorsements and attached papers and the individual applications of the Insured Persons, if
any, constitute the entire contract between the parties, and any statement made by the Policyholder or by
any Insured Person shall be deemed a representation and not a warranty. No such statement shall avoid the
insurance or reduce the benefits under this policy or be used in defense to claim hereunder unless it Is con.
tained in a written application, a copy of which has been furnished the Policyholder or the Insured Person,
nor shall any such statement of the Policyholder be used at all to void this policy after it has been in force for
two years from the date of its issue, nor shall any such statement of any Insured Person eligible for coverage'
under this policy be used at all in defense to a claim for loss incurred commencing after the insurance
coverage with respect to which claim is made has been in effect for two years from the date it became effec.
tive.
No change in this policy shall be valid unless approved by an executive officer of the Company and unless
. such approval be endorsed hereon or attached hereto. No agent has the authority to change this policy or to
waive any of its provisions.
Notice Of Claim: Written notice of claim must be given to the Company within 20 days after the occurrence
or commencement of any loss covered by this pOlicy, or as soon thereafter as is reasonably possible. Notice
given by or on behalf of the claimant to the Company at its Administrative Office in Wilmington, Delaware, or
to any authorized agent of the Company, with information sufficient to identify the Insured Person shall be
deemed notice to the Company.
Claim Forms: The Company, upon receipt of a written notice of claim, will furnish to the claimant such
forms as are usually furnished by it for filing proofs of loss. I f such forms are not furnished within 15 days
after the giving of such notice the claimant shall be deemed to have complied with the requirements of this
policy as to proof of loss upon submitting, within the time fixed in this policy for filing proofs of loss, written
proof covering the occurrence, the character and the extent of the loss for which claim is made.
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Proofs Of Loss: Written proof of loss must be furnished to the Company within 90 days after the date of
such loss. Failure to turn ish such proof within the time required shall not invalidate nor reduce any claim if it
was not reasonably possible to give proof within such time, provided such proof is furnished as soon as
reasonably possible.
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Time Of Payment Of Claims: Indemnities payable under this poliCY for any loss other than loss for which
this policy provides any periodic payment will be paid immediately upon receipt of due written proof of such
loss. Subject to due written proof of loss, all accrued indemnities for loss for which this pOlicy provides
periodic payment will be paid at the expiration of each four weeks during the continuance at the period for
which the Company is liable and any balance remaining unpaid upon termination of liability will be paid im-
mediately upon receipt of due written proof.
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SECTION V Continued ..
Payment Of Claims: Indemnity for loss of life will be payable in accordance with the beneficiary deslgna- e
tion and the provisions respecting such payment which may be prescribed therein and effective at the time
of payment. If no such designation or provision is then effective, such indemnity shall be payable to the
estate of the Insured Person. Any accrued indemnities unpaid at the Insured Person's death may, at the op-
tion of the Company, be paid either to such beneficiary or to such estate. All other indemnities will be
payable to the Ins~red f'erson.
Physical Examination And Autopsy: The Company at its own eXJ,;ense shall have the right and opportunity
to examine the person of any individual whose injury is the basis of claim when and as often as It may
reasonably require during the pendency of a claim hereunder and to make an autopsy in case of death where
it Is not forbidden by law.
Legal Action: No action at law or in equity shall be brought to recover on this pOlicy prior to the expiration
pf 60 days after written proof of loss has been furnished in accordance with the requirements of this polley.
No such action shall be brought after the expiration of three years after the time written proof of loss is re-
quired to be furnished.
Conformity With State Statues: Any provision of this poltcy which, on its effective date, is in conflict with
the statutes of the state in which this policy was issued is hereby amended to conform to the minimum re-
quirements of such statutes.
Workers Compensation: The policy is not in lieu at and does not affect any requirements for coverage by
Worker's Compensation Insurance.
Additional Provision: Such records of the Policyholder as may have a bearing on the insurance shall be (
open tor inspection by the Company at any reasonable time.
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President
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MASTER APPLICATION TO
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AlGLIFE AIG LIFE INSURANCE COMPANY
.
HOME OFFICE/PITTSBURGH, PENNSYLVANIA
Administrative Office
1105 Market Street
Wilmington, DE 19801
Blanket Special Risk Accident Insurance
SRG 8040736
Application is hereby made for a plan of accident insurance based on the following statements and
representations:
1.
Name of Group: City of Clearwater
Address:P.O. Box 4748 City: Clearwater
Zip:
346 18
State: Florida
. 2. Total number of persons to be insured:
387
3. Description of Activity:
See Rider ~ 1
Fill in if applicable:
Trip
Destination: N/A
Mode of Transportation:
Date of Coverage:
Activity
Description of:
Location:
Date of Coverage:
N/A
4a. Classification of, and Schedule of Benefits for, members to be covered:
Class Description of Class .'
I
All Law Enforcement Officers Employed by
the Policyholder.
II
All Firefighters Employed by the Policyholder.
III
Clerical, Administrative, Managerial and
Supervisory Personnel Employed by the
Policyholder.
IV
All Others Employed by the Policynolder.
4b.
Eligibility and Classification of Insured (Please Check): All members of the policyholder as described
above will be covered for accidental injury sustained while they are:
lU& Participating in any scheduled, sponsored and supervised activity.
81A Direct travel to or from such activity.
30911
(3/81 )
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4C. BENEFIT SCHEDULE: For Activity and/or Trip Described in Item 3.
@ Benefit Schedule is subject to Company Approval.
X Accidental Death Benefit; Principal Sum: See Rider "J
Accidental Dismemberment Benefit: Maximum Amount: NIL
NIL Accident M'edical Expense Benefit;
Maximum Medical Expense Amount:
NIL Weekly Accident Indemnity; Maximum Amount:
NIL Permanent Total Disability Benefit
NIL Temporary Total Disability Benefit
Rider or additional endorsement
N'TT.
Dental; Limited to
per tooth
DEDUCTIBLE AMOUNT (If Applicable:) N/A
5. It is Understood and Agreed that the Aggregate Limit of Indemnity for which the Company shall be
liable with respect to anyone accident shall not exceed (Check One) .
o $250,000
o
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(fill-in subject to Company approval.)
6. It is Agreed and Understood that the composite premium rat~~(s~ shall be $ 9, 145.00 per
policy term. atn~~~m<:~~~~~~lJIl~~~~
~~~J~~U~~~~ Premium shall be payable in advance unless
otherwise agreed to by the Company,
7. Insurance shall become affective for each eligible person as of the date specified in A. or B. below;
ex A. On the policy effective date if such person is eligible as of that date; or on the date the person
becomes eligible for insurance.
o B. On the date the application for such eligible person is approved by the Company.
8. Policy Effective Date October j. 1991
Expiration Date
October 1, 1992
Coverage will be eHective on the effective date shown above, at 12:01 A.M. Standard Time at the ad.
dress of the Pol icyholder.
It is understood that this application is subject to the approval of the Company.
9. Signature of Applicant
Signature of Agent
Date
~~x:?~
Approval Signature (Company OffiCTa1)
2
30912
3/81
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POLICY AMENDMENT RIDER' If 1
I n consideration of the payment of premium calculated in the- manner stated in the- policy to which thisrider is attached,.
it is hereby agreed that the policy is amended as follows: 't
1. Master Application, Description of Activity is amended to read as
follows:
A.
In accordance with Florida Statutes 112.19 and 112.191, the
Canpany will pay the following death benefit:
Coverage Ia - is accidentally killed or receives bodily injury
which results in the Officer's or Firefighter's
death.
Coverage Ib - is accidently killed while responding., at the tine
of injury, in fresh puxsuit or to an emergency or
what he reasonably believed to be an e:rrergency.
COverage II - is tmlawfully am intentionally killed by another
or receives bodily injury which is unlawfully arxJ
intentionally inflicted upon him by another aoo
which results in the Officer's or Firefighter's
death.
2. The Accidental Death Benefit on the Benefit Schedule shall be aID:mded
to read for Class I am II:
Coverage Ia:
Ib:
Coverage II:
Principal Sum
$25,0(00
additional $25,000
$75,000.,
3. Page 30899, Accidental Death Benefit, is aI'IEooed to read:
If injury to the Insured Person shall result in the death of the
Insured Person, within 365 days of the date of the Covered
Accident, the Canpany will then pay the Accidental Death Benefit.
This rider takes effect on ncto~r 1, 1 qql 12:01 A.M.. Standard Time at Cl ~rw;::rt-pr, Fr.
and it expires concurrently with the policy and is subject to all of the provisions, definitions,. limitations and conditions
of the policy not inconsistent herewith.
Attached to and made a part of Policy No, SRG 8040736 issued
to City of Clearwater
by the AIG Life Insurance Company, Administrative Office, Wilmington. DE but the same shall not be binding on the
Company unless countersigned by its duly authorized agent.
A.
President
Licensed Resident Agent's Countersignature
(Where required by law)
6/88
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6/88
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t .. . Irn:onsideration of the payment of premium calculated in the manner stated in the policy to whidTthisrideris attached"
i it is. hereby agreed that the policy is amended as follows: ')
l l} Relative to Insured Firefighters, the following shall apply:
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POLICY AMENDMENT RIDER 112
'!my coooition or impairItEnt of health of any Florida municipal, county,
port authority, special tax district, or fire control district firenan
caused by tuberculosis, heart disease, or hypertension resulting in
total or partial disability or death shall be presUllEd to have been
accidental and to have been suffered in the line of. duty unless the
contrary be shown by competent evidence. However, any such firerran
shall have successfully passed a physical examination upon entering
into any such service as a firerran, which examination failed to reveal
any evidence of any such condition.
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4) Relati ve to Insured Law Enforcem:nt or Correctional Officers, the
following shall apply:
If a Law Enforcement or Cbrrectional Officer who is employed by a
state agency is killed in the line of duty as a result of an act of
violence inflicted by another person or under riot conditions, the
sum of $1,000. shall be paid toward funeral and burial expenses of
such officer.
.'
This rider takes effect on OC"r(')l'1Pl" 1, , Q9' 12 :01 A.M., Standard Time at ("1 eorwater I FL
and it expires concurrently with the policy and is subject to all of the provisions, definitions, limitations and conditions
of the policy not inoonsistent herewith.
Attached to and made a part of Policy No. SRG 80410736 issued
- to Ci ty of Clearwater
by the AIG Life Insurance Company, Administrative Office. Wilmington. DE but the same shall not be binding on the
Company unless countersigned by its duly authorized agent.
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STATUTE 112.18
Applies to full-time paid firefighters only. This is a special
disability coverage in the amount of $25,000.
Known as the heart and circulatory coverage.
STATUTE 112.19
Applies to full-time paid law enforcements officers and other law
enforcement officers as defined by this statute. This statute
provides the following coverages:
$25,000 in line of duty death
$25,000 fresh pursuit and emergency
$75,000 unlawful and intentional death
Section 2 (f) applies to state agencies only.
Section 3 is the obligation of the Florida state school system.
STATUTE 112.191
Applies to full-time paid firefighters and other firefighters as
defined by this statute in same manner as STATUTE 112.19 applies
to law enforcement officials.
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D RECORDS
Title 10
and for sucb
or employees ~
employee or'~
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and discretion 1
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<en,the.'j
116. .1
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107, 111. ~.
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such an annuity ~
ing reduction in an ~
.tty.Gen., 073-420, -il.
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be made from the 1
ion of stale employ. -i
tirely at the discre- .~
,thority. However,!
to be made for the .t
here must be proof - '1.
1t neither its consti. _~
tthority provide for :ii.
my of its officers or ~
2-104, .~ug. 8, 1961.~
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oyment to have l'
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It on the ~epay' f
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EMPLOYMENT, RETIREMENT, ETC. g 112.18
ell. III
establish a loan repayment schedule which shall be agreed to. by both the
agency holding the loan and the employee for repaying such defaulted loan
through payroll deductions. Under no circumstances may an amount in
excess of 10 percent per pay period of the pay of such employee be required
by the agency holding the loan as part of a repayment schedule or plan. If
such employee fails to establish a repayment schedule within the specified
period of time or fails to meet the terms and conditions of the agreed to or
approved repayment schedule as authorized by this subsection, such employee
shall be deemed to have breached an essential condition of employment and
shall be deemed to have consented to the involuntary withholding of his
wages or salary for the repayment of the loan.
(b) No person who is employed by the state or any of its political subdivi-
sions on or after October 1, 1986, may be dismissed for having defaulted on
the repayment of an educational loan made or guaranteed by the state or any
of its political subdivisions.
(2) The Administration Commission shall adopt rules to implement this
section, which shall include, but not be limited to, a standard method of
calculating amounts to be withheld from employees who have failed to
establish a repayment schedule within the specified period of time or failed to
meet the terms and conditions of the agreed to or approved repayment
schedule provided for in this section. Such method shall consider the
following factors:
(a) The amount of the loan which remains outstan,?ing;
(b) The income of the employee who owes such amount; and
(c) Other factors such as the number of dependents supported by the
employee.
llistorlcal and Statutory Notes
Derivatlon:
Laws 1986. c. 86-129, ~~ I, 2.
112.18. Firemen; special provisions relative to dJsablllty
(1) Any condition or impairment of health of any Florida municipal,
county, port authority, special tax district, or fire control district fireman
caused by tuberculosis, heart disease, or hypertension resulting in total or
partial disability or death shall be presumed to have been accidental and to
have been suffered in the line of duty unless the contrary be shown by
competent evidence. However, any such fireman shall have ",successfully
Passed a physical examination upon entering into any such service as a
fireman, which examination failed to reveal any evidence of any such condi-
!ion. Such presumption shall not apply to benefits payable under or granted
~ a policy of life insurance or disability insurance, unless the insurer and
tnsured have negotiated for such additional benefits to be included in the
policy contract.
(2) This section shall be construed to authorize the above governmental
entities to negotiate policy contracts for ,life and disability insurance to
7/\ F,S.A.-1:J 365
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Title 10
include accidentAl death benefits or double indemnity coverage which sba1I
include the presumption that any condition or impairment of health of any
fireman caused by tuberculosis, heart disease, or hypertension resulting in
total or partial disability or death was accidental and suffered in the line of
duty, unless the contrary be shown by competent evidence.
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DerlvaUon:
Historical and Statutory Notes
concluding words of the first sentence of sub-
sec. (1) "unless the insurer and insured have
negotiated for such additional benefits to be
included in the policy contract..
Laws 1977, Co 77-104, a reviser's bUl, deleted
reference to provisions relating to subsection
that was repealed by Laws 1973, c. 73-127.
Laws 1977, c. n-l04, ~ 32.
Laws 1973, c. 73-125, ~ 1.
Laws 1965, c. 6~80, ~ 1.
Laws 1973. c. 73-125, ~ 1. added subsec. (2),
inserted the words "special tax. district" and the
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Ubrary References
Municipal Corporations ~200(S).
WESTLA W Topic No. 268.
CJ.5. Municipal Corporations ~~ 614, 615.
WESTlA W Electronic Research
See WFSTLA W Electronic Research Guide following the Preface.
.~ .
Notes of Decisions
ees of the state, political subdivision thereof or
quasi.public body therein, by the amount of
any award of workmen's compensation bene.
fits, has no effect on provisions of Laws 1973.
c. 73-125, amending this section. Laws 1973.
c. 73-125, which contains presumption thaI
any condition or impairment of health of any
Florida municipal county, port authority. spe.
cial tax district or fire control district firemen
1. ConstnJctlon and applJcatJon caused by tuberculosis, heart disease, or hyper.
Fireman employed by State Department of tension resulting in death or disability shall be
Corrections failed to show that he was fireman presumed to have been accidental and suffered
for "fire control district:' within meaning of in the line of duty, merely authorizes govern.
workers' compensation statute providing that ing bodies of municipalities. counties, port au.
health condition of fire control district fireman thorities, special tax districts. and fire control
caused by heart disease is presumed to have districts to negotiate life and disability insur.
been accidental and to have been suffered in ance contracts which shall include such pre.
line of duty. State, Dept. of Corrections v. sumplion. This presumption does not appJ)' to
Clark. App. 1 Dist., 593 So.2d 585 (1992). claims for workmen's compensation bene~ts
This section creating presumption of acci. nor does it modify workmen's compensauon
dental nature of fireman's death or disability law. Op.Atty.Gen., 073-388, Oct. 16, 1973.
when caused by certain diseases applied to 2. PresumptJon of causal relatJonsbJp
Florida workers' compensation law. South
Trail Fire Control Dist. v. Johnson, App. 1 Dist.. Individual who was employed by emerge~C)'
449 So.2d 947 (1984). services division in county, assigned to dutlcs
as a paramedic, and who suffered a heart al.
Laws 1973, c. 73-125. narrowed the limita- tack while driving to work was not entitled to
tion pertaining to workmen's compensation statutory presumption of having sustained a.:-
from chapter 440 to ~ 440.09(4) thereof. Thus accident in line of duty as a "fireman" [West"~
this section applies to all other sections of F.5.A. ~ 112.18(1)] and, hence, was Dot .cnu,
chapter 440. Op.Atty.Gen., 073-38BA, Feb. 8, tIed to total or partial disability benefits SlOce.
1974. though he was required as a paramedic to tr~1
Repeal of ~ 440.09(4), which reduced disabil- fire victims or injured f'1r~mcn, h~ did not ~ai~
ity retirement compensation awarded employ- rule enter structure, betng requucd to 1Ai
366
. ;
1
Construction and BppUcatlon 1
Evidence of causal relationship 3
Examlnatlon 4
Presumption of causal relatlonsbJp 2
Retirees 5
Volunteer firefighters 6
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EMPLOYMENT, RETIREMENT, ETC.
ell. 112
~ 112.18
Note a
outside to assist injured as they were removed.
and was not tested on skills of a fireman in-
yolving hoses, pumps, water pressure and fire
equipment, but was tested on knowledge of
medications and rescue techniques. Lansford
Y. Broward County Bd. of County Com'rs. App.
1 Dist., 485 So.2d 845 (1986).
Order by division of retirement denying to
widow in.line-of-duty death benefits claimed
upon death of fireman due to beart disease on
stated ground that death was caused by ventri-
cular fibrillation attributable to pushing wheel-
barrow on nonwork related construction
project did not overcome effect of hearing offi-
cer's contrary findings and presumption under
provision of this section that fireman's death
due to beart disease was suffered in the line of
duty. Daniels v. Division of Retirement, App.,
389 So.2d 340 (1980).
Presumption of this section that any impair-
ment of bealth of fireman caused by heart
disease resulting in total disability was suf-
fered in line of duty unless contrary was
shown by competent evidence affects burden
of persuasion, and presumption, does not auto-
matically disappear when evidence rebutting
presumption is introduced. Caldwell v. Divi-
sion of Retirement, Florida Dept. of Adminis-
tration, 372 So.2d 438 (1979).
Presumption of this section that any impair-
ment of health of fireman caused by heart
disease resulting in total disability was suf-
fered in line of duty unless contrary is shown
by competent evidence could be rebutted by
showing some other specific hazard or nonoc.
cupational factor was cause of disease. Id.
Presumption of this section that any impair.
ment of health of fireman caused by heart
disease resulting in total disability was suf.
fered in line of duty unless contrary is shown
by competent evidence relieved claimant from
necessity of proving occupational causation of
his heart disease and cast on employ~r bwden
of persuading trier of fact that disease was
caused by non occupationally related agent.
Id.
Presumption of this section that any impair-
ment of health of fireman caused by heart
disease resulting in tobI disability was suf.
fered in line of duty unless contrary is shown
by competent evidence prevails where evidence
is conflicting and quantum of proof is thus
balanced; however, if there is evidence sup-
porting presumption, employer can overcome
presumption only by clear and convincing evi.
dence. Id.
progression of congenital heart disease which
had been present since bis birth was sufficient
to rebut statutory presumption [West's F,S.A.
~ 112.18(1)] that disability was accidental or
suffered in line of duty, even though two doc-
tors gave negative replies to question about
whether fire chiefs aortic stenosis was caused
by specific nonwork.relatcd event or exposure.
City of Temple Terrace v. Bailey, App. l' Dist.,
481 So.2d 49 (1985).
Where claimant suffered heart attack. a com-
pensable accident., while on medic.a1 leave for
back problems unrelated to his work. claim-
ant's disability was not caused by his heart
attack but rather by his back Injury, which
preceded heart attack by over three months
and physically incapacitated claimant until
date over four months after he was released to
light duty from heart attack; tbcrefol"Cy tempo-
rary total disability benefits were not awarda-
ble, because the back problems were not com-
pensable or related to claimant's work. City of
Gainesville v. Beck, App. 1 Dist.. 450 So.2d 309
(1984).
In proceeding wherein widow sought in.line-
of -duty death benefits upon the death of her
husband, a fireman. due to heart ~a~, it
was not shown that disease causing death was
caused by specific, nonwork related event or
exposure. Daniels Y. Division of Retirement.
App.. 389 So.2d 340 (1980).
4. ExllmLQatlon
This section, which granted firemen pre-
sumption that any condition or impairment of
health cauS(d by tuberculosis, heart di~a~ or
hypertension and resulting in total or partial
disability or death was accidental and suffered
in line of duty, clearly required physical exami-
nation upon entering employment as fireman
as prerequisite to entitlement to presumption;
therefore, fireman. who did not undergo physi-
cal examination upon entering employment as
fireman, was not entitled to presumption.
Cumbie v. City of Milton, App. 1 Dist.. 496
So.2d 923 (1986).
S. Ret.ttee.
Subsection (1) of this section did Dot apply
to retired fireman. Smith Y. City of Miami,
App. 1 Dist., 552 So.2d 245 (1989).
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6. Volunteer fireflghten
The Lehigh Acres fire control and rescue
district bas not had imposed upon it any liabil-
ity for accidental death benefits to its volunteer
firemen and is neither authorized nor required
to furnish any type of accident insurance or
3. Evidence of caUlal relatlomhJp group life, health, accident or hospitali7.ation
Consistent and uncontroverted evidence that insurance for its volunteer firemen. Op.Atty.
fire chiefs disability was caused by natural Gen., 073-468, Dee. 17, 1973.
367
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PUBUC OFFICERS AND RECORDS
ntle 10
statewide and to include paramedics and po.
lice officers, NOW. TIlEREFORE.-
tber research, instruction, and implementation
of the project, and
"'WHEREAS, it is in the public interest to
expand the current project to be implemented
112.19. Law enforcement officers; death beneflu
(1) Whenever used in this act:
(a) The word "employer" means a state board. commission, department,
division, bureau or agency, or a county, municipality, or other political
subdivision of the state which employs, appoints. or otherwise engages the
services of law enforcement offi~rs.
(b) The term "law enforcement officer" means any full-time officer or
employee of the state ,or any political subdivision of the state, including any
correctional officer, correctional probation officer, state attorney investigator,
or public defender investigator, whose duties require such officer or employee
to investigate, pursue, apprehend, arrest. transport" or maintain custody of
persons who are charged with, suspected of committing, or convicted of a
crime; and the term includes any member of a bomb disposal unit whose
primary responsibility is the location, handling, and disposal of explosive
devices. The term also includes any full-time officer or employee of the state
or any political subdivision of the state, certified pursuant to chapter 943,
whose duties require such officer to serve process or to attend terms of circuit
or county court as bailiffs.
(c) The word "insurance" means insurance procured from a stock company
or mutual company or association or exchange authorized to do business as
an insurer in this state.
(d) The term "fresh pursuit" means the pursuit of a person who has
committed or is reasonably suspected of having committed a felony, misde.
meanor, traffic infraction, or violation of a county or municipal ordinance.
Fresh pursuit as used in this section shall not necessarily imply instant
pursuit, but pursuit without unreasonable delay.
(2)(a) The sum of $25,000 shall be paid as hereinafter provided when a law
enforcement officer, while engaged in the performance of his law enforce-
ment duties, is accidentally killed or receives accidental bodily injury which
subsequently results in the loss of his life within 1 year, provided that such
killing is not the result of suicide and that S\1ch bodily injury is not intention-
ally self-inflicted.
(b) The sum of $25,000 shall be paid as hereinafter provided if a law
enforcement officer is accidentally killed as specified in paragraph (a), and
the accidental death occurs as a result of the officer's response to fresh
pursuit or to the officer's response to what is reasonably believed to be an
emergency. This sum shall be in addition to any sum provided for in
paragraph (a).
(c) If a law enforcement officer, while engaged in the performance of his
law enforcement duties, is unlawfully and intentionally killed or subsequently
370
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EMPLOYMENT, RETIREMENT, ETC. g 112.19
ell. 112
dies within 1 year as a result of such unlawful and intentional act, the sum of
$75,000 shall be paid as hereinafter provided.
(d) Such payments, pursuant to the provisions of paragraphs (a). (b). and
(c), whether secured by insurance or not. shall be made to the beneficiary
designated by such law enforcement officer in writing, signed by him and
delivered to his employer during his lifetime. If no such designation is made,
then it shall be paid to his surviving child or children and spouse in equal
portions, and if there be no surviving child or spouse, then to his parent or
parents. ;If a beneficiary designation is not made and there is no surviving
child. spouse, or parent, then it shall be paid to his estate.
(e) Such payments, pursuant to the provisions of paragraphs (a). (b), and
(c), shall be in addition to any workers' compensation or pension benefits and
shall be exempt from the claims and demands of creditors of such law
enforcement officer.
(f) If a law enforcement officer or correctional officer who is employed by
a state agency is killed in the line of duty as a result of an act of violence
inflicted by another person while the officer is engaged in the performance of
law enforcement duties or as a result of an assault against the officer under
riot conditions, the sum of $1,000 shall be paid, as provided for in paragraph
(d), toward the funeral and burial expenses of such officer. Such benefits
shall be in addition to any other benefits which employee beneficiaries and
dependents are entitled to under the provisions of the Workers' Compensation
Law or any other state or federal statutes.
(g) The Bureau of Crime Prevention and Training within the Department of
Legal Affairs is directed to promulgate rules as are necessary to implement
paragraphs (a), (b), and (c).
(3) If a law enforcement officer is accidentally killed as specified in
paragraph (2)(b) on or after June 22, 1990, or unlawfully and intentionally
killed as specified in paragraph (2)(c) on or after July 1, 1980, the state shall
waive certain educational expenses which children of the deceased officer
incur while obtaining a vocational-technical certificate or an undergraduate
education. The amount waived by the state shall be an amount equal to the
cost of tuition and matriculation and registration fees at a state vocational.
technical school if the child attends an in-state vocational-technical school,
the cost of tuition and matriculation and registration fees for 2 academic
years at a state community college if the child attends an in-state community
college, or the cost of tuition and matriculation and registration fees for 4
academic years at a state university if the child attends an in-state university.
The benefits provided under this subsection shall continue to such a child
until the child's 25th birthday.
(a) Upon failure of any child benefited by the pro\-;sions of this section to
comply with the ordinary and minimum requirements of the institution
attended, both as to discipline and scholarship, the benefits thereof shall be
withdrawn as to him and no further moneys expended for his benefits so long
as such failure or delinquency continues.
371
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PUBLIC OFFICERS AND RECORDS
. TItle 10
(b) Only students in good standing in their respective institutions shall
receive the benefits thereof, and no student shall receive such benefits for
more than 12 quarters, 8 semesters, or 8 trimesters.
(c) All children receiving benefits under this section shall be enrolled
according to the customary rules and requirements of the institution attend-
ed.
(4 )(a) The employer of such law enforcement officer shall be liable for the
payment of said sums specified in this section and shall be deemed self.
insured, unless it procures and maintains, or has already procured and
maintained, insurance to secure such payments. Any such insurance may
cover only the risks indicated in this section, in the amounts indicated in this
section, or it may cover those risks and additional risks and may be in larger
amounts. Any such insurance shall be placed by such employer only after
public bid of such insurance coverage which coverage shall be awarded to the
carrier making the lowest best bid.
(b) Payment of benefits to beneficiaries of state employees, or of the
premiums to cover the risk, under the provisions of this section shall be paid
from existing funds otherwise appropriated for the department.
(5) The Department of Education is directed to promulgate rules and
procedures as are necessary to implement the educational benefits provisions
of this section.
Historical and Statutory Not~
"(a) The word 'employer' means a state
board, commission, department, division, bu-
reau or agency, or a county or municipality.
"(b) The term 'criminal law' means penal
statute-oS or penal ordinances.
"(c) The tcrm 1aw enforcement officer'
meaDS a full.time officer, deputy, agent, or
employee of an employer, whether elected at
the polls, appointed, or employed, whose
duties require him to enforce criminal laws,
make investigations relating thereto for the
prosecution or defense, apprehend and arrest
violators thereof, or transport, handle, or
guard persons arrested for, charged with, or
convicted of violations thereof.
.(d) The word 'insurance' means insurance
procured from a stock company or mutual
company or association or exchange autho-
rized to do business as an insurer in this state.
.(2)(a) The sum of $20,000 shall be paid as
, hereinafter provided when a Jaw enforcemcnt
officer, while under 70 years of age and while
engaged in the performance of any of the
duties mentioned in paragraph (1)(c), is killed
or receives bodily injury which results in the
loss of his life within 180 days after being
received, regardless of whether he is killed or
such bodily injury is inflicted upon him inten.
tionally or accidentally, provided that such kill.
372
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Derivation:
Laws 1992. c. 92-59, !!i 1.
Laws 1990. c. 90-138, 9 l.
Laws 1989. c. 89-22, !!i 2.
Laws 1987. c. 87-143, 9 1-
Laws 1979. c. 79-40, !!i 52.
Laws 1971. c. 71-301. 9~ 1, 3.
Laws 1967. c. 67-408, 9~ 1,2.
Laws 1971, c. 71-301, g~ 1, 3, increased the
death benefits provided in subsec. (2)(a) from
$10,000 to $20,000.
A provision identical to par. (d) of subscc..
(2) appears in ~ 121.191(2)(d).
Laws 1979, c. 79-40, which redesignated the
Workmen's Compensation Law as the Workers'
Compensation Law, modified in subscc. (2)(a)
reference to tlte law in conformance therewith.
Laws 1987, c. 87-143, ~ 1, eff. July 1, 1987,
inserted "for the prosecution or defense" in the
definition of .'la.w enforcement officer:'
Laws 1989, c. 89-22, ~ 2, eff. May 23, 1989,
in subsec. (2), inserted par. (b); and redesig.
nated fonner pars. (b), (c), and (d) as pars. (c),
(d), and (e).
Laws 1990, c. 90-138, ~ 1, eff. June 22, 1990,
rewrote the section, which formerly read:
"(1) Whenever used in this ac.1:
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shall
s for
.olled
tend.
lr the
self.
and
may
l this
arger
after
:0 the
f the
, paid
. and
sions
l state
m, bu.
ipality.
penal
:>fficer'
:n t, or
:ted at
whose
I laws,
or the
arrest
lie, or
ith, or
urance
nutual
autho-
s state.
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:ement
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EMPLOYMENT, RETIREMENT, EYe.
Ch. 112
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Ing is not the result of suicide and that such
bodily injury is not intentionally self.inflicted.
Such payment shall be in addition to any
workers' compensation or pension benefits and
shall be exempt from the claims and demands
of creditors of sucb law enforcement officer.
-(b) If a law enforcement officer or correc.
tional officcr wbo is employed by a state agen-
cy is killed in the line of duty as a result of an
act of violence inflicted by another person
while the officer is engaged in the perlormance
of la'v enforcement duties or as a result of an
assault against the officer under riot condi-
tions, the sum of $1,000 shall be paid, as pro-
vided for in paragraph (d), toward the funeral
and burial expenses of such officer. Such ben-
efits shall be in addition to any other benefits
to which employee beneficiaries and depend-
ents are entitled under the provisions of the
Workers' Compensation Law or any other state
or federal statutes.
-(c) The employer of such law enforcement
officer shaH be liable for the payment of said
sum and shall be deemed self-insured, unless it
procures and maintains, or has already pro-
cured and maintains, insurance to ~cure sucb
payment. Any such insurance may cover only
the risks indicated above, in the amount indi-
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g 112.19
Noq 2
cated above, or it may cover those risks and
additional risks and may be in a larger
amount. Any such insurance shall be placed
by such employer only after public bid of such
insurance coverage which coverage shall be
awarded to the carrier making the lowest and
best bid.
-Cd} Such payment. whether secured by in.
surance or nol, shaD be made to the benefi.
ciary designated by such law enforceJJ1ent offi.
cer in writing, signed by him and delivered to
his employer during his lifetime. If DO such
designation is made, then it shall be paid to his
surviving child or chUdren and wife in equal
portions, and if there be no surviving child or
wife, then to his estate.
-(e) Payment of benefits to beneficiaries of
state employees, or of the premiums to cover
the risk, under the provisions of this section
shall be paid from existing funds otberwise
appropriated for the department"
Laws 1992, c. 92-59, ~ 1, eff. April 7, 1992,
added the second sentence of subsec. (l)(b)
including within the $Cope of the term "law
c:nforament officer'" certain officers who sene
process or attend terms of circuit or county
court. or bailiffs.
:.,....
Counties e=a74(6}.
Municipal Corporations e:>187(6).
Sheriffs and Constables e:>28.
States ~64.1(5).
WESTI..AW Topic Nos. 104, 268, 353, 360.
Ubrary References
CJ.5 Counties ~9 112, 113, 116.
CJ.5. Municipal Corporations ~9 588, 589.
CJ.5. Sheriffs and Constables ~ 215 et scq.
CJ.5. States ~ 117.
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Notes of Decisions
2. Law enforcement officer
Assistant state attorneys are not included
within the scope of the term "law enforcement
officer" as defined in and for the purposes of
the death benefit provisions of the Florida Law
Enforccment Officers and Fuefighters Death
Benefit Act; however, state attorneys investiga-
tors are declared by statute to be law enforce-
ment officers and conservators of the peace
and are included within purview of that act.
Op.Atty.Gen., 83-94, Dee. 7, 1983.
Provision of ~ 119.07, which exempts ..the
home addresses. telephone numbers, and pho-
tographs of law enforcement personnel; the
borne addresses, telephone numbers, pboto-
graphs, and places of employment of the
spouses and children of law enforcement per.
sonnel; and the names and locations of
schools attended by the children of law en-
forcement personnel" from the mandatory in-
spection provision of that section, applies to
such records which pertain to correctional offi-
cers. Op.Atty.Gen., 082-40, June 1, 1982.
Causation 3
Construction and appJJcatlon
Law enforcement officer 2
1. CoD.struction and appUcatlon
Benefits provided law enforcement officers
under existing death benefits statutes are in
addition to those provided for under
~ 112.1904 whicb provides death benefits to
law enforcement officers unlawfully and inten.
tionally killed in the performance of their
duties. Op.Atty.Gen., 83-94, Dee. 7, 1983.
A county group IUe insurance plan which
provides at county expense, $10,000 life insur.
ance coverage and an additional $10,000 acci.
dental death and dismemberment insurance
benefit, does not meet the requirements of this
section pertaining to death benefits for law
enforcement officers. Op.Atty.Gen., 83-10,
Feb. 10, 1983.
.....0
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373
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~ 112.19
Not. 2
PUBUC OFFICERS AND RECOR
ntle
Parole and probation officers are, for the
purposes of this section pertaining to special
death benefits, "law enforcement officers- as
defined in said section. Op-Any.Gen., 076-24,
Jan. 29, 1976.
constituted competent, substantial evidc
warranting award of deatb-in.line-of~ty 1
cfits to captain's wife. notwithstanding I
$ion of Retirement's concern that physic
failed to take into aa:ount captain's len~
and serious medical problems: record i
cated that physician considered all pertir
evidence concerning captain's conditioo in :
dering his opinion. Robinson v. I>epartrr
of Admin.. Div. of Retirement. App. 1 Dist.,
So.2d 212 (1987).
3. Cauution
Physician's testimony, that sberiffs captain's
involvement in attempt to subdue unruly in.
mate precipitated a sudden death syndrome,
112.1904. Repealed by Laws 1990, c. 90-138, fi 2, eft. June 22, 15
HJstoricaJ and Statutory Notes
The repealed ~ 112.1904, which related to Laws 1986, c. 86-156, ~ 41.
death benefits for law enforcement officers Laws 1984, c. 84-266, ~ 16.
k:iU: tn performance of their duties, was de- Laws 1984, c. 84-229, ~ 1.
nv La:sm{988, c. 88-382, ~ 1. Laws 1983, c. 83-115, H 2, 4.
Laws 1987, Co 87-143, ~ 2. See ~ 112.19.
112.191. Firefighters; death benefits
(1) Whenever used in this act:
(a) The term "employer" means a state board, commission, departmeI
division, bureau or agency, or a county, municipality, or other politic
subdivision of the state.
(b) The term "firefighter" means any- full.time duly employed uniform<
firefighter employed by an employer, whose primary duty is the preventic
and extinguishing of fires, the protection of life and property therefrom, t1
enforcement of municipal, county, and state fire prevention codes, as well i
the enforcement of any law pertaining to the prevention and control of fire
who is certified pursuant to s. 633.35, and who is a member of a du
constituted fire department of such employer, and not a volunteer firema:
(c) The term "insurance" means insurance procured from a stock compar.
or mutual company or association or exchange authorized to do business ,
an insurer in this state.
(2)(a) The sum of $25,000 shall be paid as hereinafter provided when
firefighter, while engaged in the perfonnance of his firefighter duties, i
accidentally killed or receives accidental bodily injury which subsequent!
results in the loss of his life within 1 year after being received, provided th,
such killing is not the result of suicide and that such bodily injury is nc
intentionally self-inflicted.
(b) The sum of $25,000 shall be paid as hereinafter provided if a firefighte
is accidentally killed as specified in paragraph (a) and the accidental deatl
occurs as a result of the firefighter's response to what is reasonably believe,
to be an emergency involving the protection of life or property. This sun
shall be in addition to any sum provided for in paragraph (a).
(c) If a firefighter, while engaged in the performance of his firefightel
duties, is unlawfully and intentionally killed, dies as a result of a fire whicl
374
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ECORDS
Title 10
Ll evidence
)f~uty bene
nding Divi.
t physician
n's lengthy
~rd indi.
1 pertinent
tion in ren.
)epartment
1 Dist., 513
22, 1990
ll1ment,
political
iformed
~vention
'om, the
well as
of fires,
a duly
irernan.
)mpany
iness as
when a
Ities, is
quently
ed that
is not
:fighter
I death
elieved
is sum
fighter
which
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EMPLOYMENT, RETIREMENT, ETC. ~ 112.191
<:11. 112
has been determined to have been caused by an act of arson, or subsequently
dies within 1 year as a result of injuries sustained therefrom, the sum of
$75,000 shall be paid as hereinafter provided.
(d) Such payments, pursuant to paragraphs (a), (b), and (c), whether
secured by insurance or not, shall be made to the beneficiary designated by
such firefighter in writing, signed by him and delivered to his employer
during his lifetime. If no such designation is made, then it shall be paid to
his surviving child or children and spouse in equal portions, and if there be
no surviving child or spouse, then to his parent or parents. If a beneficiary
designation is not made and there is no surviving child, spouse, or parent,
then it shall be paid to his estate.
(e) Such payments, pursuant to the provisions of paragraphs (a), (b), and
(c), shall be in addition to any workers' compensation or pension benefits and
shall be exempt from the claims and demands of creditors of such firefighter.
(f) The Division of the State Fire Marshal within the Department of Insur-
ance is directed to promulgate rules as are necessary to implement the
provisions of this section.
(3) If a firefighter is accidentally killed as specified in paragraph (2)(b) on
or after June 22, 1990, or unlawfully and intentionally killed as specified in
paragraph (2)(c), on or after July 1, 1980, the state shall waive certain
educational expenses which children of the deceased firefighter incur while
obtaining a vocational.technical certificate or an undergraduate education.
The amount waived by the state shall be an amount equal to the cost of
tuition and matriculation and registration fees at a state vocational-technical
school if the child attends an in-state vocational-technical school, the cost of
tuition and matriculation. and registration fees for 2 academic years at a state
community college if the child attends an in.state cOlnmunity college, or the
cost of tuition and matriculation and registration fees for 4 academic years at
a state university if the child attends an in-state university. The benefits
provided under this subsection shall continue to such a child until the child's
25th birthday.
(a) Upon failure of any child benefited by the provisions of this section to
comply with the ordinary and minimum requirements of the institution
attended, both as to discipline and scholarship, the benefits thereof shall be
withdrawn as to him and no further moneys expended for his benefits so long
as such failure or delinquency continues.
(b) Only students in good standing in their respective institutions shall
receive the benefits thereof, and no student shall receive such benefits for
more than 12 quarters, 8 semesters, or 8 trimesters.
(c) All children receiving benefits under this section shall be enrolled
according to the customary rules and requirements of the institution attend-
ed.
(4)(a) The employer of such firefighter shall be liable for the payment of
said sums specified in this section and shall be deemed self-insured, unless it
procures and maintains, or has already procured and maintained, insurance
375
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~ 112.191 PUBUC OFFICERS AND RECORDS
Title 10
to secure such payments. Any such insurance may cover only the risks
indicated in this section, in the amounts indicated in this section. or it may
cover those risks and additional risks and may be in larger amounts. Any
such insurance sball be placed by such employer only after public bid of sucb
insurance coverage which coverage shall be awarded to the carrier making
the lowest best bid.
(b) Payment of benefits to beneficiaries of state employees, or of the
premiums to cover the risk, under the provisions of this section, shall be paid
from existing funds otherwise appropriated for the departmenL
(5) The Department of Education is directed to promulgate roles and
procedures as are necessary to implement the educational benefits provisions
of this section.
HIstorical and Statutory Notes
Derivation: -(c) The term 'insurance' means insurance
Laws 1992, c. 92-59, ~ 2. procured from a stock company or mutual
Laws 1990, Co 90-138, ~ 3. company or association or exchange autho-
Laws 1979, Co 79-40, ~ 53. rized to do business as an insurer in this state.
Laws 1978, c. 78-7, ~ 1. "(2)(a) Tbe sum of $20,000 shall be paid as
Laws 1971, c. 71-301, ~~ 2, 3. hereinafter provided when a fireman, while
Laws 1969, c. 69-353, ~ 7. under 70 years of age and while engaged in the
Laws 1969, c. 69-35, ~~ 1, 2. performance of any of the duties mentioned in
Laws 1967, c. 67-443, ~~ 1, 2. paragraph (l)(b), is killed or receives bodily
Laws 1971, c. 71-301, ~~ 2, 3, increased the injury which .results in the loss of his life
death benefits provided in subsec. (2)(a) from within 1 year after being received, provided
.$ 0 000 ~20 that such killing is not the result of suicide and
1, to.. ,000. that such bodily injury is not intentionally ~lf-
A provision identical to par. (d) of subsec. inflicted. Such payment shall be in addition to
(2) appears in ~ 121.19(2)(d). any workers' compensation or pension benefits
Laws 1978, c. 78-7, substituted in subsec. and shall be exempt from the claims and de.
(2)(a) "1 year" for "180 days" as the period mands of creditors of such fireman.
during which death must occur after an injury. M(b) The employer of such fireman shall be
Laws 1979, c. 79-40, which redesignated the liable for the payment of said sum and shall be
Workmen's Compensation Law as the Workers' deemed self-insured, unless it procures and
Compensation Law, modified reference in sub- maintains, or bas already procured and main-
sec. (2)(a) to the law in conformance there. tained, insurance to secure such payment.
with. Any such insurance may cover only the risks
indicated above, in the amount indicated
Laws 1990, c. 90-138, ~ 3, eft. June: 22, 1990, bo't th. ks d dd'
rewrote the section, which formerly read: a ve, or J may cover ose ns an a 1.
tional risk:; and may be in a larger amount.
"(1) Whenever used in this act: Any such insurance shall be placed by such
"(a) The term 'employer' means a state employer only after public bid of such insur.
board, commission, department, division, bu. ance coverage which coverage shall be award.
reau or agency, or a county, municipality or ed to the carrier making the lowest best bid.
special district. "(c) Such payment, wbether secured by in-
"(b) The term 'fireman' means any duly em. surance or not, shall be made to the benefi.
ployed uniformed fireman employed by an em. clary designated by such fireman in writing,
ployer, whose primary duty is the prevention signed by him and delivered to his employer
and extinguishing of fires, the protection of life during his lifetime. If DO such designation is
and property therefrom, the enforcement of made, then it shall be paid to his surviving
municipal, county, and state fire prevention child or children and wife in equal portions,
codes, as well as the cnforcement of any law and if there be no surviving child or wife, then
pertaining to the prevention and control of to his estate.
fires, who is a member of a duly constituted "(d) Payment of benefits to beneficiaries of
fire departmcnt of such employer, and not a state employees, or of the premiums to cover
volunteer fireman. the risk, under the provisions of this section,
376
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EMPLOYMENT, RETIREMENT, EYe.
ell. t 1%
1111.19%
Repealed
year as a result of such unlawful and intention-
al act:.
Section 3 of Laws 1992, Co 92-59 provides:
-nus act shall take effect upon becoming a
law, provided that the benefits set forth in
Section 2 shall be applied retroactive to Sep-
tember 1, 1991.w
shall be paid from existing funds otherwise
appropriated for the department.w
Laws 1992, Co 92-59, ~ 2, eH. April 7, 1992, in
subsec. (2)(c), substituted ., dies as a result of a
fire which has been determined to have been
caused by an act of arson, or subsequently dies
wit.bJn 1 year as a result of injuries sustained
therefrom; for "or subsequently dies within 1
Ubrary RefereDcet
Municipal Corporations e:a2OO(6).
WFSrl.A W Topic No. 268.
CJ.s. Municipal Corporations ~~ 614, 615_
WESTIA W Electronic Research
See WESTLA W Electronic Research Guide following the Preface.
Notes of Decl.slom
inal salary. Op.Atty.Gen., 07G-92, July 29,
1970.
In general J
Cawe of death 3
Volunteer ftreflghten 2
3. Cauae of death
In proceeding wherein widow sought in.line-
of -duty death benefits upon the death of her
husband, a fireman, due to heart disease, it
was not shown that disease causing death was
caused by specific, non work related event or
exposure. Daniels v. Division of Retirement,
App., 389 So.2d 340 (1980).
Order by divisiorr of retirement denying to
widow in.line-of-duty death benefits claimed
upon death of fireman due to heart disease on
stated ground that death was caused by ventri.
cular fibrillation attributable to pushing wheel.
barrow on nonwork related construction
project did not overcome effect of hearing offi.
cer's contrary findings and presumption under
provision of ~ 112.18, that fireman's death due
to heart disc:a.se was suffered in the line of
duty. Id.
1. In general
In denying death benefits on the stated
ground that fireman's death was caused by
ventricular fibrillation attributable to pushing
wheelbarrow on nonwork related construction
project. division of retirement impermissibly
substituted findings of fact for contrary find.
ings of hearing officer on subjects on which
he.a.ri11g officer's recommended order was enti-
tled to greater deference. Daniels v. Division
of Retirement, App., 389 So.2d 340 (1980).
2. Volunteer firefighters
It is uncertain that the legislature intended
that a municipality could extend to its vol.
unteer firemen privilege of participating in its
group bea1th and accident insurance program
in the absence of the payment of even a nom.
112.1914, Repealed by Laws 1990, c. 90-138, ~ 4, eff. June 22, 1990
H1storfcaJ and Statutory Notes
The repealed ~ 112.1914, whicb related to Laws 1984, Co 84-266, ~ 16.
death benefits for firefighters killed in per~ Laws 1984, c. 84-229, ~ 1.
fonnance of their duties, was derived nom: Laws 1983, c. 83-115, ~~ 3,4.
Laws 1986, c. 86-156, ~ 42. See ~ 112.191.
112.192. Repealed by Laws 1992, Co 92-173, ~ 4; Laws 1992, c. 92-279,
fi 319, eff. July 1, 1992
HJstorlcal and Statutory Notes
The repealed ~ 112.192, which related to the Laws 1984, Co 84-254, ~ 6.
State Officers' Compensation Commission, was Laws 1975, c. 75-194, ~ 1.
derived from: Laws 1973, c. 73-333, ~ 40.
377
" .
OFFIC~ OF THE ATTORNEY GEl u~RAL
DEPARTMENTOF LEGAL AFFAIRS
THE CAPITOL
TALLAHASSEE, FLORIDA 32399.1050
MEMORANDUM
From:
Ron Villella ~
Gerry Hammond, Opinions Division
To:
Re:
Death Benefits for Law Enforcement Officers,
Correctional Officers, and Firefighters.
Date:
August 24, 1990
-----------------------------------------------------------------
You have asked for clarification of the amendments contained in
Ch. 90-138, Laws of Florida, relating to death benefits for law
enforcement officers, correctional officers, and firefighters.
There is some question about the maximum amount of death benefits
authorized by this act.
1. Law Enforcement Officers and Correctional Officers1
It is my conclusion that the maximum amounts of death benefits
for law enforcement officers authorized by s. 1, Ch. 90-138,
Laws of Florida, may be summarized as follows:
(a) $25,000 when a law enforcement officer is
accidentally killed while engaged in the performance
of law enforcement duties or dies within 1 year of
receiving such injuries;~
(b) $50,000 when a law enforcement officer is
accidentally killed in the line of duty and while
in fresh pursuit or while responding to an emergency;
(c) $75,000 when a law enforcement officer who
is engaged in official duties is unlawfully and
intentionally killed or dies within 1 year of
receiving such injuries.
(A copy of Ch. 90-138, Laws of Florida, is attached so that you
may refer to the actual text of these pro~isions.)
;", AF~'R'.'ATIVE AC:IONIEQU~L OP=>CRT\.:/;:;" :;1/1PLOYEQ
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MEMORANDUM
Ron Villella
Page Two
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The Legislature has specifically stated that the amounts
authorized by paragraphs (a) and (b), ab~ve, may be combined
to provide a maximum benefit of $50,000. Thus, the Legis-
lature developed a method for providin~ cumulative benefits
under certain specified circumstances. If the Legislature
had intended the benefit amounts in (a), (b), and (c), to
be cumulative it could have included language in paragraph
(c) similar to that in (b). It did ngt and my review of the
legislative history of this amendment evinces no intent on
the part of6the Legislature to make all three provisions
cumulative.
2. Firefighters7
The language in the act relating to firefighters is substantially
the same as that for law enforcement officers. Relying on the
same analysis as that above, I conclude that the maximum amount
of death benefits authorized by Ch. 90-138, Laws of Florida, for
firefighters may be summarized as follows:
(a) a $25,000 death benefit to be paid if a
firefighter is accidentally killed while engaged
in firefighter duties or dies within 1 year of
receiving such injuries;
(b) $50,000 to be paid if a firefighter is
accidentally killed as in paragraph (a) and the
death results from the firefighter's response
to what is believed to be an emergency involving
the protection of life or property.
(c) The sum of $75,000 if a firefighter is
unlawfully and intentionally killed or dies
within 1 year of receiving such injuries.
As is the case with law enforcement officers, the Legislature
has made specific provision for adding together death benefits
allowable under paragraphs (a) and (b) to provide the $50,000
SUID. No such language appears in relation to paragraph (c),
nor is there any evidence that the Legislature in~ended the
amounts provided in (a)-(c) to be added together.
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MEMORANDUM
Ron Villella
Page Three
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1 The definition of "law enforcement officer" contained
in s. 1, Ch. 90-138, Laws of Florida, includes correctional
officers. The term "law enforcement officer" is defined to
mean "any full-time officer or employee of the state or any
political subdivision of the state, including any correctional
officer, correctional probation officer, state attorney investi-
gator, or public defender investigator, whose duties require
such officer or employee to investigate, pursue, apprehend,
arrest, transport, or maintain custody of persons who are
charged with, suspected of committing, or convicted of a crime;
and the term includes any member of a bomb disposal unit whose
primary responsibility is the location, handling, and disposal
of explosive devices."
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Suicide and self-inflicted injury are not compensable.
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Section 112.19(2)(b), F.S., as amended, specifically provides
that "[t]his sum [$25,000] shall be in addition to any sum
provided for in paragraph (a) [$25,000]."
4 It is the rule that a legislative direction as to how a
thing shall be done is, in effect, a prohibition against its
being done in any other way. Alsop v. Pierce, 19 So.2d 799,
805-806 (Fla. 1944), Thayer v. State, 335 So.2d 815, 817
(Fla. 1976).
5
I reviewed the following: Staff Analysis & Economic Impact
Statement on HB 397, House Committee on Employee & Management
Relations, January 10, 1990; Final Staff Analysis & Economic
Impact Statement on CS/HB's 147 and 397, House Committee on,
Employee & Management Relations, June 13, 1990; Audiotape of
Subcommittee Hearings, House Subcommittee on Employer/Employee
Relations, April 5, 1990; Audiotape of Committee Hearings, House
Co~~ittee on Employee and Management Relations, April 12, 1990.
6 See, Final Staff Analysis & Economic Impact Statement on
CS/HB's 147 and 397, House Committee on Employee & Management
Relations, June 13, 1990.
7
For purposes of Ch. 90-138, Laws of Florida, a "firefighter"
is defined as a full-time duly employed uniformed firefighter
whose primary duty is the prevention and extinguishing of fires,
the protection of life and property therefrom, the enforcement
of municipal, county, and state fire prevention codes, as well
as the enforcement of laws pertaining to the prevention and
control of fires, who is certified pursuant to s. 633.35, F.S.,
and who is a member of a fire department. A volunteer fire-
fighter is not covered by the terms of the act,
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MEMORANDUM
Ron Villella
Page Flour
8
Suicide and self-inflicted injury are excluded from coverage.
9
Supra, at footnote 6.
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EV ALVA TION/SELECTION CRITERIA:
Price - 60%
All proposers will be evaluated on the basis of obtaining the lowest, long-term net cost to the
City. However, in no case will the City be obligated to make a selection on the single criteria
of price.
· "Price" is to include:
- Rate per $1,000 for Statutory AD&D Coverage for Firefighters and Law Enforcement
Officers or annual premium
- Multi-year rate guarantee
Service Factors/Or2anizational Streneths - 40%
. Availability of customer service toll-free (local or 800) and hours of availability.
. A.M. Best, Dun & Bradstreet, and Standard & Poor's rating
· Organizational history
· Experience in Statutory AD&D Coverage for Firefighters and Law Enforcement Officers
administration
· Depth and experience of staff
. References and reputation
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CARRmR QUESTIONNAffiE:
1. What is your average claims turnaround time on death claims expressed as calendar
days (not working days)?
2. From what office will the City's claims be processed?
3. What is your firm's A.M. Best rating?
What is your firm's Dun & Bradstreet rating?
What is your firm's Standard & Poor's rating?
4. Is your Statutory AD&D proposal separable from any other products proposed to the
City by your firm?
5. Who will handle the City's account from your firm?
Please give their telephone number.
6. Will the proposed coverage fulfill all the obligations imposed by Florida Statutes
112.18,112.19,112.191 regardless of policy language to the contrary?
7. Will you require the City to re-enroll the covered personnel?
8. Have you enclosed:
A specimen contract?
Proposer reference form?
Drug-Free Work Place Form?
Public Entity Crime Statement Form?
Proposer Certification?
Yes
No
9. How long has your firm been writing Statutory AD&D clients in Florida?
How many Statutory AD&D clients in Florida?
Largest?
Smallest
,
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RATE EXHmIT--STATUTORY AD&D COVERAGE FOR FIREFIGHTERS AND LAW
ENFORCEMENTOmnCERS
1. Based on the covered lives on Page No. 18, what is your annual premium?
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Is this rate guaranteed for:
October 1, 1994 to September 30, 19951
- October 1, 1995 to September 30, 19961
- October 1, 1996 to September 30, 19971
2. Will you allow monthly premium payments if the City requests?
If so, is the monthly premium simply the annualized premium divided by 121
3. Do your rates include any commissions, service fees, or overrides of any kind?
If yes, identify amount and to whom it is to be paid.
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CARRIER REFERENCES
Carriers are requested to provide five references; All references should be organizations of
similar size to the City, for similar programs, preferably in the City's local area.
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1. Organization:
Address:
Contact:
Phone No.:
Group size:
Type of program:
2. Organization:
Address :
Con tact:
Phone No.:
Group size:
Type of program:
3. Organization:
Address :
Con tact:
Phone No.:
Group size:
Type of program:
4. Organization:
Address :
Con tact:
Phone No.:
Group size:
Type of program:
5. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
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1994 GROUP BENEFITS PROPOSAL SUMMARY
CARRIER REFERENCES
List three group medical clients (of similar size to the City of Clearwater) that have cancelled
in the last 18 months.
1. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
2. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
3. Organization:
Address :
Contact:
Phone No.:
Group size:
Type of program:
24
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CITY OF CLEARWATER
PROPOSER CERTIFICATION
I HEREBY CERTIFY that all requirements contained in these proposal specifications
have been read, understood and complied with except as specifically noted in writing in
our proposal. IT our proposal is accepted by the City, we agree to abide by the
requirements of these specifications.
COMPANY:
Signature
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BY:
TITLE:
DATE:
25
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AGENDA.
DATE 9 12_ 9~
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Meeting Date:
Clearwater City Commission
Agenda Cover Memorandum
IZ,
9'r~.q~
SUBJECT:
REP~CEKENT OF POLICE DEPARTMENT PISTOLS, PHASE II
RECOMHENDATION/HOTION:
Approve the purchase of fifty (50) suith & Wesson 9mm double action pistols, at
a cost of $21,597.00 from Standard Law Enforcement Company of Longwood, Florida
which is the lowest most responsive and responsible bid submitted in accordance
with the specifications
IBI erd that the appropriate officials be authorized to execute same.
BACKGROUND:
The older weapons currently utilized by the Police Department were purchased in
1987 and 1988 and are due to be replaced in accordance with the ~anufacturer's
recommendation which is at the beginning of the fifth year of patrol use.
The desired replacement weapons are Smith and Wesson 9mm pistols. This type of
weapon is double-action only, has improved sight and grip. The Phase II
purchase is for fifty (50) model 5946, a fifteen (15) shot, four inch (4")
barrel pistol. The total cost for these weapons, including ammunition
magazines, is $21,597. The purchase went out for bid July 12, ~994,
Bid #17~-94. Standard Law Enforcement Supply Company of Longwood, Florida
submit~ed the lowest bid.
Phase III of the replacement will be made in FY 1994/95, and consists of the
purchase of an additional fifty (50) weapons. Phase IV is scheduled for FY
~995/96 involving fifty (50) weapons; Phase V is scheduled for FY 1996/97
involving thirty-three (33) weapons. Upon completion, all two hundred sixty-
six (266) weapons will be replaced. This program has gone from a four to five
phase program due to the reduction in the quantity of weapons purchased in each
phase, which is necessary to minimize funding impact.
Reviewed by:
Lege l
Buc:lget
purchasing
, Risk Mgmt.
CIS
ACM
Other
Originatif\g Dept:
POL I.~E
'0d~
S ~'.597.00
Current Fiscal Yr.
Cost~: S 21.597.00
Total
COIIlIIi s.s i on Act ion:
o Approved
[J Approved w/conditions
[J Denied
o Continued to:
F\6ldi ~ Source:
o Capital J~.
~ Operating
o Other
;A
Advertised:
Date: 6/24/94 & 7/1/94
Paper: pinellas County Review
& T anpa T ri bule
o Not Requi red
Affected Parties
~ Notified
o Not Requi red
Appropriation Code:
010-01148-550400-521-000
o None
Attachlllents:
Bid #171-94 -
Summary/Tabulation Sheet
SlDitted by:
-5{
r.ft
o Printed on recycled paper
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The Police Department's policy is to not trade in weapons for resale, and this
stance mandates the weapons be held. A sale will only be considered should a
law enforcement agency wish to purchase the surplus weapons. An advertisment
will be placed in governmental publications announcing the sale of these
weapons only to law enforcement agencies.
Funding is available in fiscal year 1993/94 operating code:
010-01148-550400-521-000, Training, operating Materials and Supplies, which has
a balance of $18,101 as of June 30, 1994, with additional funding to he '
included in the third quarter amendment to the operating Budget from savings
within other Police Department line item codes.
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CITY OP CLEARWATBR
BID 171-94 OPBNBD JULY 12, 1994
BID TAB
SKITH & WESSON PISTOLS - MODEL 5946
STD. LAW ENFORCEMENT
INT'L PROTECTIVE SVS
LONGWOOD, FLORIDA
HOLLYWOOD, FLORIDA
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ITEM
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DESCRIPTION
QUANTITY
UNIT
f!li.Qd
TOTAL
~
UNIT
~
TOTAL
~
1. SMITH & WESSON PISTOLS
50
431.94 21,597.00
488.00 24,400.00
=:IS'D==U::===
DBLIVERY:
TBRMS :
SUMMARY OP BID 171-94
BIDS SOLICITED: 5
BIDS RECEIVED: 2
NO RESPONSE: 1
NO-BID RESPONSE: 2
SUMMARY OP NO BIDS
DO NOT ACCEPT TRADE-INS: 1
DO NOT OFFER PRODUCT: 1
60- 90 DAYS
90-120 DAYS
NET 30
NET 30
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Item Qty.
No.
Commodity Description
Unit Total #JC7
Price Price 0
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BID RESPONSE FORM (171-94)
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50 ea.
Smith & Wesson Pistols
Model 5946
$ $
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Model 5946 Smith & Wesson Pistols
Double Action Only
Stainless Steel
Novak Lomount Carry 3 Dot Sight System
15 Round Magazine Capacity
4 Inch Barrel
3 Magazines
Curved Backstrap
BID PRICE TO INCLUDE DELIVERY ANY CHARGES
Please return two (2) copies of Bid Response
F.O.B. CLEARWATER
Delivery:
after receipt of order.
Payment terms:
Contact Capt. M.J. Egger,462-6196, with questions regarding
this bid.
BIDDER REPRESENTATION
I represent that this bid is submitted in compliance with all
terms, conditions and specifications of the Invitation for
Bid and that I am authorized by the owners/principals to
execute and submit this bid on behalf of the business
identified below.
BUSINESS NAME:
FID#
STREET ADDRESS:
CITY, STATE, ZIP CODE:
PRINT/TYPE NAME OF AUTHORIZED REP:
TITLE/POSITION OF AUTHORIZED REF:
SIGNATURE OF AUTHORIZED REP:
DATE SUBMITTED:
TELEPHONE
FAX NUMBER:
-3-
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The paperwork for this item (#19) moved to 9/15/94
CITY OF CLEARWATER
P.O, BOX 4748
CLEARWATER, FLORIDA 34618-4748
City Commission
MEMORANDUM
t-UP'ES 1D:
COMtVllSSI (lr\l
PRESS
Date 'lOa 3 0 1994
CITY CLthl\
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TO:
FROM:
Betty Deptula. City Manager
Fred A, Thomas, Commissioner
DATB:
SUBJECT:
COPIES:
August 30, 1994
Agenda 9/12/ge~ V
Mayor, Commissioners
.~.______.________.________"________~_________________.~_______.________~________~______w.________~_____~._______
Please explain why we want to have a local TV station tied into our radio receiver equipment
of the Police Department. It is my understanding that the Police Department's commulUca.tion
goes to great lengths to be confidential, That is one of the reasons why we are using the current
800 Megahertz System where it is impossible to use scanners to tap into our Police
communications system.
This brings up another question: Do we have Licensing Agreements with other TV stations and
news media with our Police Communication :Equipment that would violate the confidentiality that
occurs within our Police Department's communication system? If so, please advise me who we
are doing it with and why. Additionally, if we are doing it, do we have to do it'}
FAT 1st
S'd
WdEE:20 v6, eE ~n~
CITY OF CLEARWATER
P.O. BOX 4748
CLEARWATER, FLORIDA 34618-4748
City Commission
l\1EMORANDUM
TO: Betty Deptula, City Manager
COPIES: Mayor, Commissioners
FROM: Fred A. Thomas, Commissioner
DATE: September 8, 1994
SUBJECT: Radio Receiver Equipment
Regarding the response to my letter about the radio receiver equipment from the Police
De ot to various media companies. Since this item is on the upcoming Agenda, item
number 19, lease remove it from the Consent Agenda for a thorough discussion on that issue.
QU.
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Clearwater City Commission
Agenda Cover Memorandum
Item #
Meeting Date: ____
~o.
q., a. .9t.f-
SUBJECT: Edgewater Drive Shoreline Restoration
"~,
RECOMMENDATION/MOTION: Award a contract to Coastal Environmental Inc., of
Petersburg, FL to develop the final project design and the permit application
the Edgewater Drive Shoreline Restoration proj ect at a cost of $14,950,
accordance with Code Sec 2.564 (1) (e) impractical to solicit bids,
~ and that the appropriate officials be authorized to execute same.
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BACKGROUND:
In the March, 1993 storm the shoreline along Edgewater Drive was subject to
significant loss of upland soils exposing the concrete rip rap that had been
periodically placed along the shoreline over many years. Although review of
historic aerials indicates no significant change in the shoreline geometry over
the past 70 years, the present condition of the shoreline is visually displeasing,
and precludes any viable wildlife habitat from being established to improve water
quality in Clearwater Harbor, and raises concern for public safety.
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In November 1993, Coastal Environmental, Inc. was awarded a contract in the amount
of $9550 to provide professional services for the development of a feasibility
study and prel iminary design of shoreline restorat ion al ternati ves along Edgewater
Drive. The project was approved by the City Commission as part of the
Environmental Management Group Five Year Plan. Coastal completed the feasibility
study in March of this year and proposed a solution that will provide a wide range
of benefits including shoreline erosion protection, stormwater treatment, and
habitat enhancement. It will also create excellent opportunities for improving
public access and environmental education.
,
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Initially, final design and permitting was to be completed by Staff; however, due
to the need for a benthic survey and for the certif ication of the permit
application and construction drawings by a coastal engineer, it is necessary to
obtain this service from an outside consultant. Prior to City Con~ission review,
the management team requested that a public meeting be convened with local
residents to consider the project. A meeting lS scheduled for September I, 1994,
the results of which will be brought forward at the Commission meeting.
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Coastal Environmental, Inc. has prepared a Scope of Work' for the next phase of the
project that includes the final design, preparation and submittal of permit
applications t.o the regulatory agencies. As Coastal has completed the preliminary
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Costs:
$14,950
Total
commission Action:
o Approved
o Approved w/conditions
o Deni ed
o Continued to:
Reviewed by:
Legal
Budget
Purchasing
Risk Mgmt.
CIS
ACM
Other
Atol
$14,950
Current Fiscal Yr_
r:"1,
"
Advertilicd:
Date:
Paper:
X Not Requi rcd
Affected Parties
o Not i f i ed
o Not Requi red
Funding Source:
X Capital Imp.
o Operating
o Other
Attachments:
Coastal May 27, 1994
letter/Scope of Work
'l
Submitted by:
CI t
Appropriation C~e:
o None
315-96105-565400-539-000
~ Printed on recycled paper
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assessment, it is impossible and impractical to competitively bid this project.
A separate purchase order will be issued in the amount of $14,950 bringing the
total contracted amount to Coastal Environmental, Inc. to $24,500.
The available balance in this project is sufficient to provide funds for this
contract.
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1I MAY 3 I 1994 .J'
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',"~"""i,.~.,.~~t' ';'.nI~y~V~:"T':~.~.~l';t~"'~~':~~'!~".~,~l:'.~l~!;!~q~:lI~'f:iil~.~~v:m~r.w~
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May 27, 1994
Ms. Terry Finch
Environmental Program Supervisor
City of Clea rwate r
Department of Environmental Management
P.O. Box 4748
Clearwater, FL 34618-4748
RE: Edgewater Drive Shoreline Restoration Project
Dear Ms. Finch:
Per your request, we are enclosing our proposed Scope of Services and cost
proposal to refine the conceptual design of the preferred alternative, collect
additional base data, prepare regulatory permit applications, and respond to
sufficiency questions for the Ed gewatel' Drive Shoreline Restoration Project.
Again, we are very appreciative of the opportunity to provide professional
environmental consulting services to the City of Clearwater Department of
Environmental Management. If you have any questions or concerns regarding the
enclosed proposal, please contact me at your earliest convenience.
Sincerely,
Douglas E. Robison, M.S.
Senior Scientist
Program Manager
r1AY 3 1 1994
~
,
~J l~) 1 EXECUTIVE CENTEIl DRIVE NORTH. SUITE 104. ST. PETERSBURG, FL 33702
TEL. (01::3) ~177.G161 . FAX (813) 576-4313
WI fit nHII ~r:s IN nAI IIMrlnr:, MD ANn pr1INCF.rnN. N,J
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CITY OF <:LEARWATER
Edgewater Drive Shoreline Restoration Project
Environmental Permitting
Scope of Work
In association with the Edgewater Drive Shoreline Restoration Project, Coastal
Environmental, Inc. (Coastal) will perform the tasks outlined below.
Task 1 - Baseline Data Collection
Coastal will collect additional baseline data not previously addressed in the
Feasibility Study, including:
· Benthic Invertebrate Data" Coastal will collect three (3) replicate benthic
infaunal core samples at two (2) stations (total of 6 samples) and analyze
them for invertebrate species composition and density. In addition, Coastal
will collect three (3) replicate benthic macro-epifaunal samples with a push-
net from one (1) seagrass station (total of 3 samples) in the project vicinity
and analyze them for invertebrate species composition and density.
· Baseline Survey Coordination - Coastal will direct City of Clearwater survey
crews as necessary to collect horizontal and vertical survey control within
the project vicinity. At minimum, 150 foot transects will be established
perpendicular to the shoreline with an offset distance of approximately 100
feet. The survey transects will extend from the Stephenson's Creek bridge
northward to the Dunedin City Limits.
Task 2 - Refinement of Conceptual Design
Coastal will further refine and detail the conceptual design for the preferred
alternative described in the previously completed Feasibility Study. The conceptual
design will be developed to a level of detail suitable for calculating quantities and
for preparing regulatory permit exhibits.
Task 3 - Preparation of Regulatorv Permit Aoplication Packages
Coastal will prepare correspondence and/or regulatory permit applications with all
accompanying data, narratives, and graphic exhibits, for submittal to the following
agencies:
. U.S. Army Corps of Engineers.
1
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. Florida Department of EnvironmeOJal Protection - Division of Beaches and
Shores.
. Florida Department of Environmental Protection - Division of Sovereign
Submerged Lands Management.
. Florida Department of Environmental Protection - Division of Wetland
Resource Permitting.
. Southwest Florida Water Management District - Resource Regulation
Department.
. Pinellas County Department of Environmental Management.
Draft permit applications will be provided to the City for review and comment.
Upon receipt of the review comments by City staff, Coastal will prepare and
submit revised final permit applications to the City for transmittal to the regulatory
agencies. Sufficiency responses to the regulatory agencies will be considered an
additional service.
Task 4 - Meetings with City of Clearwater Staff
Coastal will meet with City staff prior to the initiation of Tasks 1 and 2, and at the
completion of draft regulatory permit applications to be completed under Task 3.
The purpose of these meetings will be to exchange information and data, to inform
and advise staff of the progress of the work effort, and to incorporate staff
recommendations into the work effort, as appropriate.
Task 5 - Sufficiency Responses
Coastal will prepare responses to requests for additional information from the
applicable regulatory agencies in response to the initial permit application submittal.
Sufficiency responses will include: the provision of additional available data; the
clarification of previously submitted information; and revisions to previously
submitted exhibits, drawings, figures, and calculations. The collection of new data
or the preparation of new exhibits shall be considered additional services.
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Cost-Proposal
Coastal will complete the above described scope of work for a fixed fee of
$14,950. The cost per task is broken down as follows:
Task 1 - Baseline Data Collection = $3,580
. Benthic Invertebrate Data = $3,220
. Baseline Survey Coordination = $360
Task 2 - Refinement of Conceptual Design = $ 2, 160
Task 3 - Preparation of Regulatory Permit Applications = $4,440
Task 4 - Meetings with City Staff = $360
Task 5 - Sufficiency Responses = $4,410
3
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Description of Preferred Alternative
The preferred alternative is depicted in the attached figure, and would involve the
following elements:
. Sort and restack the existing on-site rubble. The purpose would be to
remove the unsightly material, and to achieve a more desirable and
consistent slope of 2: 1 throughout the entire section.
. Backfill and landscape the eroded adjacent uplands. Approximately 1,500
cubic yards of upland fill material would be needed for this purpose.
. Cap the restacked existing rubble material with limestone boulders at a 2: 1
slope. The limestone cap would be composed of boulders in the design
grain size of 18 to 22 inches in diameter, and would provide improved
shoreline stability and protection as well as an enhanced aesthetic
appearance. Approximately 1 ,200 cubic yards of limestone boulders would
be needed to provide a suitable cap over the entire 2,800' section.
· Fill and create a scalloped intertidal planting shelf at a 20: 1 slope, and plant
the shelf with Spartina alternif/ora. In addition to the shoreline stabilization
and protection provided by the limestone boulders, this element would
provide significant habitat improvement by expanding the intertidal zone to a
width suitable for marsh and mangrove propagation.
· Construct several offshore limestone breakwaters. The purpose and
function of the breakvvaters would be to provide significant waterward
protection for the planting shelf, as well as for the entire shoreline, during
periods of higher wave energy. Preliminary design data indicate that nine
breakwaters approximately 100' long, and spaced approximately 200' apart,
would provide the best tradeoff between cost and protection. The
breakwaters would be composed of 36' inch diameter limestone boulders,
would be 3' wide at the top, and would have a 2: 1 slope on the waterward
side and a 1.5: 1 slope on the landward side. The height of the breakwaters
would vary from l' below to l' above mean high water. In addition, the
length and orientation of the breakwaters would vary so as to maintain
water vistas and a natural ap pearance. Approximately 1 50 cubic yards of
limestone rock would be needed to create each breakwater, while
approximately 500 cubic yards of sand fill material would be needed to
create each scalloped planting terrace. Therefore, for the entire 2,800'
section this alternative would require approximately 1,350 cubic yards of
limestone boulders, and approximately 4,500 cubic yards of sand fill for the
breakwaters and planting terraces, respectively.
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EDGEW A TER DRIVE SI-lORELINE RESTORA 110N
Post-Con'stmcti on
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Intertidal
Mudflat.
Clearwater
Harbor
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UmeRtooe
nrcakwat.en
Scale: 1 inch ::: 500 ft
Backfilled
lJplOllda
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Umestono
BroBkw star
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( Cross Section - Not to Scale )
Plan View and Cross Section of
Preferred Alternative
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8721 orCVTM Cllt DR. N.
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10131 fi77-elel
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Clearwater City Commission
Agenda Cover Memorandum
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Item #
Meeting Date: ____
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SUBJECT:
Contract for Parking Attendant Services - Beach Lots
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RECOMMENDATION/MOTION:
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Renew the existing contract for parking attendant services at the Pier 60 and S. Gulfview parking
lots for the period 10/01/94 - 9/30/95 to Republic Parking Systems, Chattanooga, TN, at a cost of
$260,610,
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BACKGROUND:
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Attendant parking began at the Pier 60 lot in April, 1990 and at the two S. Gulfview lots in March of
1993. Bids were received 8/24/93 to provide parking attendant services at these three lots.
Republic Parking Systems was awarded the contract and has agreed to extend the existing contract
at the same amount for one year. The original contract included two, one year renewal options.
This is the first one year renewal of the contract.
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Since the inception of the parking attendant operation we have encountered some citizen complaints
and procedural difficulties with the attendants. However, Republic Parking Systems has been very
responsive in addressing these issues. When the contract was re-bid last year the specifications
included an on-site manager to directly oversee the operation. This person has served as the liaison
to the City's Parking System and has proactively taken steps to resolve any procdural problems as
instructed by the City's staff. As such, the level of service over the last year has improved
significantly, and has warranted our recommendation for renewal of contract.
The available balance of $566,680 as of October 1, 1994, in the Parking System's Other
Contractual Services operating budget is sufficient to fund this contract.
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Revi ewed by:
Legal
Budget
, purchas i ng
, Risk Mgmt.
CIS
ACM
Other
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N/A
N/A
Originating Dcpt: ,....
Public Works/Transportation
Costs: $ 260.610
Total
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User Dept:
Public Works/Transportation
$
Current Fiscal Yr.
Commission Action:
o Approved
o Approved w/conditions
o Deni ed
o Continued to:
I S....Uted by: A
ctlfe -
Advertised:
Date:
/;.~ Paper:
IJ I
'II!J Not .cqui red
Affccted Parties
181 Not i f i ed
o Not Requi red
" -
FU1ding Source:
o Capi tal Imp_
~ Operating
o Other
Attachments:
Renewal Letter
.~
o None
Appropriation Code:
435-01333-530300-545-000
.....
,.~ Printed on recycled paper
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REPUBL~
PARKING
SYSTEM
EXECUTIVE OFFICES · SUITE 2000 . REPUBLIC CENTRE · CHATTANOOGA, TENNESSEE 37450 · 615/756.2771 · FAX 615/265-5728
July 6, 1994
RECEIVED
JUL 111994
TRANSPORT A liON
Mrs. Tracy A. F. Bruch
Parking Facilities Manag sr
CITY OF CLEARWATER
P. O. Box 4248
Clearwater, Florida 34618
Dear Tracy:
In response to your letter of June 24, 1994, we accept your offer to renew our contract
for one (1) additional year effective October 1, 1994.
J
Thank you for your confidence in Republic Parking System. We appreciate the
opportunity to serve the City of Clearwater.
Sincerely,
Ron R. McDonald
President
RRM:kv
CITY OF CLEARWATER
P.O. BOX 4748
CLEARWATER, FLORIDA 34618-4748
City Commission
J\fEMORANDUM
TO: Betty Deptula, City Manager
FROM: Pred A. Thomas, Commissionex
. DATE: September 8, 1994
SUBJECT: Contract For Parking Attendant Service
COPIES: Mayor, Commissioners
Please remove from the Agenda item umber 21 ontract For Parking Attendant Service since
I have written you previously req\lestiri mplete analysis of this issue. I have not seen the
analysis requested. If the analysis is not available in time for this meeting, then please postpone
the item. Thank you.
FAT/sr
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CITY OF CLEARWATER
P. O. BOX 4748
CLEARWATER, FLORIDA 34618-4748
City Commission
:MEM:ORANDUM
TO: Betty Deptula, City Manager
FROM: Pred A. Thomas, Commissioner
t'Uf'!'€X ro:
CfnVl\'!W..;Hr ;r,l
PRES~'
D~te TAUS 3 0 1994
CITY CLtHt\
arkingLots
DATE: August 30, 1994
SUBJECT:
COPIES:
Mayor, Commissioners
-----.._-----~--------.--------.-------.-----------------.--------.._------._-------.~-------.--------._------~.~-
Please advise me what the gross income has been for the parking lots referred to above. I would
like to see the relationship between the revenue we are receiving versus the cost to having
Parking Lot Attendants.
I would also like to see what the gross parking meter revenue has been on Clearwater Beach.
This was an item of high public debate at the most recent Clearwater Beach Merchants
Association Emergency Meeting. They, were willing to have their taxes increased through any
fee the City can legally create in order to replace the parking fees collected in our parking lots
and at our parking meters. I don 't know whether every business on the beach agree with this,
but the 100 people in attendance at the meeting did.
I think it is time for us to analyze removing all parking meters and Parking Attendants on
Clearwater Beach and see if that revenue stream is replaceable via other means.
There will always be abuse with free parkings while at the same timet nobody can layout in the
Sun forever and eventually t they go back to their car and leave,
I believe the long term solution is not only to have free parking on the beach, but to purchase
land in the upper portion of the City, where the price is much lower, build a 3,000 to 5,000 car
parking lot and have a Monorail take people to the beach, The beach does not have adequate
parking and building parking garages is extremely expensive. 1 would much prefer a flat land.
site and tIansport the people via Monorail to Clearwater Beach.
1 know that Sunshine Mall is a very large piece of real estate with declining revenue. In
checking that PropertYl I understand you can park over 4,000 cars on that site; provided of
course if you remove the buildings. There may be other sites available in the City that could
be tied into a MonoraU System. The point is, we need more parking on Clearwater Beach. and
parking continues to be a problem.
Please note that the European Monorails have outside "pockets II to accomodate the beach goers
with their beach chairs, skis. blankets and also a place for their bikes.
Please provide me with these facts as I would like to have them reviewed in advance of the
discussion on renewing a parking attendant contract.
FAT/sr
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Wd2E:20 v6, BE ~n~
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MEMORANDUM
t.: ~ n\ll\lJlI~8 irlt\'
PRESQ
Oats 'SfP 0 8 1994
CITV CLt:h<<\
FROM:
Commissioner Fred Thomas
Betty Deptula, City Manager ~
TO:
COPIES: City Commission
SUBJECT: Pier 60 and S. Gulfview Parking Lots
DATE: September 8, 1994
Attached is staff analysis of the income and expenditures of the parking system in partial
response to your memorandum of August 30. As indicated in the attached memorandum, the
parking system currently supports over $900,000 of expenditures for other related city
programs including the beach guards, Jolley Trolley and beach cleaning.
The Budget Office has not yet completed the analysis of alternate funding sources to replace
the loss of parking system revenues if the Com mission should decide to eliminate parking
charges.
attach men t
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SEP-08-1994 14:02 FROM CITY OF CLW. ENGINEERIHG TO
CITY MANRGER P.02
CITY OF CLEARWATER
Interdopartmental Correspondenoe Sheet
TO:
FROM:
COPIES:
Betty Deptula, City Manager
Tracey Bruch, Parking Facilities Manager ~
Don Meerians, Ass't. Traffic Engineer; Tina Wilson, Budget Director; Margie
Simmons, Finance Director
SUBJECT: Pier 60 and South Gulfview Parking Lots - Commissioner Thomas' Memo
DATE:
September 8, 1994
The following information is provided in response to the subject memo.
Pier 60 IS., Gulfview Lots
PARI<1N-G-REV~
IT 92l9~
$ 987,116
IX :93{9~.J.thru 7~
$ 740,869
Other beach parking (meters/permits)
Downtown Parking (meters/permits!
garages)
$ 748,030'
$ 1,735,146
$ 256,567
$ 622,827
Total Beach Revenue'
$1,363,696
$ 203,021
Total Revenue (Beach/Downtown)
$ 1,991,713
$ 1,566,717
(Note: All revenue figures are less sales tax).
rhe direct oosts to operate the three beach cashier lots are;
FY 92/93 $ 230,800 (Contractual Services)
FY 93/94 $ 260,610 (Contractual Services)
LO,QQ9 (Est. Equipment Repairs)
Total (93/94) ~,.270" QJ.Q
.
FY 94/95 $ 260,610 (Con~ctual Services)
lO.OOQ (Est. Equipment Repairs) 11
Total (94195) ~.10..&1Q
SEP-08-1994 14:02 FROM CITY OF CLW. ENGINEERING TO
CITY MANAGER P.03
Page 2 ,
Commissioner Thomas' Memo
Total Parking Fund Operating Budget
~2.4111.s6Q
. ,
Park Street G11rage:
Operating Expenditures have been eliminated due,
'to 'the eminent sale of the structure)
24.5~
Expendlturesidtich could be eliminated if all Darld.n: is r~ of cl1al'2e:
. .
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Personal Secric~:
$: 256,920
(All salaries & tringe benefits)
~~llSes:
Attendant Parking Contract
Wells Fargo Contract
Brandt Coin Counters Contract
~ostage
Interfund..Mariria (To sell permits)
Prl~ting & Binding
Taxes
Rental-Land (teimb, County, Rev. Share Agrnt.)
Equipment Svc. & Repair '
Uniforms
Travel
Auto Allowance
Other Services
Office Supplies
, 'Operating Supplies
Memberships/ Subscriptions
Training & Reference
$ 275,000
. 2,800
500
100
15,020
75.0 '
100
79,000
3,750
800
2,500
300
230
SOO
29,550
350
~SO
$ 411,700
SUBTOTAL
'-I~_ "~'.' ,....~.._-~..'l.-<a..\~.....lI..,.'4.
SEP-08-1994 14:03 FROM CITY OF CLW. ENGINEERING TO
CITY MANRGER
P.04
P28e3
Commissioner Thomas' Memo
JD.t~rnal Servit~;
Garage Services
Document Reproduction
Telephone Service-Var.
Radio Service~Fixed
l'elephone Service-Fixed
Insurcmce Admin.
Information Services
Print Shop
Garage Variable
Employee Benefits
$ 13,330
500
160
3,660
3, 120
2,010
2,650
SOO
1,000
74Q
$ 27,670
SUBTOTAL
Capita1i
Constr.. Materials
$ 1,000
~ 697.220
, J'OTAL QPERA.TING COSTS ELIMINATED
\.
________----.______________w_._____~________._____________"______-----------.---------------~.________________._w__.
~o ~he~rkin: S~stem Which WWd Remain:
Operat~2 ~nses:
Garden Ave. Garage - Oper.llnternal Svc. Costs
for maintenance & supplies
Parks &. Roc,- Grounds Maint., Landscaping & inig.
Traff. Svc. Shop - Signs/Markings
Public Svc.-Hvy. Equipment/Sidewalks
Police Dept.-Garage Security
Florida Power-Parking lot lighting
Contractual Svc~-Sweeping (PACT & Lots)
$ 28>>040
128>> 760
, 53>>220
18,800
26>> 120
34,160
74.:3QQ
$ 363>>460
SUBTOTAL
CapitaLTrUIJs(exs:
Parking Gar. Structure Repair
Parking Lot Resurfacing (Not budgeted iIi 94/95 budget)
SUBTOTAL
$ 50,000,
_l00~OOO
$ 150>>000
~5..ll,!60
D:>..IAL Ol'.ERATJNG c;O~TS R~MAIN1NG
SEP-08-1994 14:03 FROM CITY OF CLW. EHGINEERING TO
CITY MANAGER
P.05
Page 4
Commissioner Thomas' Memo
~ chareed to tlMtRa.ainf Sx~em _burl2et int~
Jolley Trolley Shuttle
Beach Cleaning Operation
Beach Guard Operation
General Fund Admin. Cost
$ 210,000
184,140
411,760
126.000
$ 931,960
SUBTOTAL
The:Patkirig System currently has obligations for tWo revenu~ 'bond issues. The FY 94/95 parI9ng
system budget ,has $337,000 budgeted fOT debt serviCe principal and interest. According to Margie
Simmons', in order to' redeem the bonds, the following amounts are owed at this time:
$ . 380,000
PACT (No call premium)
$'1;245,000 Public Service & BridgeT~ Bonds
_ (Callable after 12/1/95 @ 102 %)
Margie alsO noted that the Parking System, has approximately one million in assets and in November
she, will, have the 93/94 Financial Statements prepared to get a 'better indication of what assets are
available. She has estimated the parking system will be $750,000 to $1,000,000 short to redeem the
bonds.
The projected revenue for parking receipts for the coming fiscal year are $2;015,000. In summary,
assuming, we find the funding to defease the bonds at an estimated cost of $1,000,0001 the direct
operational <X)st savings to dissolve the parking system are $697 ~290, as well as the debt service
payments of approximately $336,780. '
In order ,to continue to provide quality service for the maintenance of our current parking facilities,
rem~n~ng, costs of $513,460 as described on page 3' of this memo would have to be provided by. the
General Fund or some other source, as well as the "Other Expenses" of $931,960 which are listed
above, reflecting a total of approximately $1,445,420 of expenditures which could not be eliminated.
1, , '
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CITY OF CLEARWATER
P.O. BOX 4748
CLEARWATER, FLORIDA 34618-4748
l\fEMORANDUM
TO: Betty Deptula, City Manager
FROM: Fred A. Thomas, Commissioner
t:~H"!'f.:~ ~'}:
C(fl\!liVW"i}-:i,r m!
PR'''{''\:''"'
t:_b ,-
DATE: August 30, 1994
SUBJECT: Pier 60 Parking and South Gulf V
Reference: Agenda Item 21
09te '1.US 301994
CITY CLtHt\
arking Lots
COPIES:
Mayor t Commissioners
-----.-------~--------._-------.-----_..~-------._-------.--------.._------.--------._-------._-------.-------~...-
Please advise me what the gross income has been for the parking lots referred to above. I would
like to see the relationship between tlle revenue we are receiving versus the cost to having
Parking ut Attendants.
1 would also like to see what the gross parking meter revenue has been on Clearwater Beach.
This was an item of high public debate at the most recent Clearwater Beach Merchants
Association Emergency Meeting. They were willing to have their taxes increased through any
fee the City can legally create in order to replace the parking fees collected in our parking lots
and at our parking meters. 1 don 't know whether every business on the beach agree with this,
but the 100 people in attendance at the meeting did.
I think it is time for us to analyze removing all parking meters and Parking Attendants on
Clearwater Beach and see if that revenue scream is replaceable via other means.
There will always be abuse with free parking, while at the same time, nobody can layout in the
Sun forever and eventually, they go back to their car and leave.
I believe the long term solution is not only to have free parking on the beach, but to purchase
land in the upper portion of the City, where the price is much lower, build a 3,000 to 5..000 car
parking lot and have a Monorail take people to the beach. The beach does not have adequate
parldng and building parking garages is extremely expensive. 1 would much prefer a flatland
site and transport the people via Monorail to Clearwater Beach.
I know that Sunshine Mall is a very large piece of real estate with declining revenue. In
checking that property, I understand you can park over 4.000 cars on that site; provided of
course if you remove the buildings. There may be other sites available in the City that could
be tied into a Monorail System. The. point is. we need more parking on Clearwater Beach and
parking continues to be a problem.
Please note that the European Monorails have outside "pockets" to accomodate the beach goers
with their beach chairs, skis, blankets and also a place for their bikes,
Please provide me with these facts as I would like to have them reviewed in advance of the
discussion on renewing a parking attendant contract.
FA T/ sr
Wd2E:20 Po, BE ~n~
l'd
9, I~ .'ly
SUBJECT: JOINT PROJECT AGREEMENT WITH PINELLAS COUNTY FOR UTILITY INSTALLATION
BY ROADWAY CONTRACTOR - BETTY LANE BRIDGE AT STEVENSON'S CREEK.
CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
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Item #
Meeting Date
RECOMMENDATION/MOTION: Approve the Clearwater / pinellas County Joint Project
Agreement for utility Installation by Roadway Contractor for the Betty Lane
Bridge Replacement at Stevenson's Creek for an estimated total project cost of
$361,425.75,
au and that the appropriate officials be authorized to execute same.
BACKGROUND:
!
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Pinellas County is scheduling the replacement of their Betty Lane Bridge across
stevenson's Creek. The new bridge will be both taller and wider than the
existing bridge and will be replaced in the existing alignment. At the request
of the City's Traffic Department, the County has added a third lane to the width
of the bridge to allow for turning movements onto Engman street from Betty Lane.
The additional lane will improve access to the local schools and recreational
facilities. The County's bridge replacement will require extensive relocation
of City utilities including sanitary sewer, water, gas and the relocation of a
sanitary sewer pumping station. The accommodation designs have been completed
by the city's Engineering and Gas Department in coordination with the County's
proposed improvements. P inellas County wi 11 recei ve bids for the comb ined
roadway improvements and utility relocation work and will make an award of bid
of all work to the low bidder. The proposed Joint Project Agreement is the
standard agreement form previously used for Drew Street Widening. The County
expects to advertise for bids in Oct. 1994. Construction is expected to begin
in early 1995 and County staff anticipates that contract time will be
approximately one year. The roadway will be closed to vehicular and pedestrian
traffic for most of the duration of the project.
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The amounts included on this agenda item are the engineer's estimate and exact
costs will be determined by the contractors bid. The breakdown of the engineer's
estimate is as follows:
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Item References
1 - 22
23 - 38
39 - 49
Title/Description
Sanitary utility Relocation Accommodation
Water Line Relocation Maintenance
Gas Line Relocation Maintenance
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Total
Amount
$170,703.75
136,017.00
54,705.00
$361,425.75
continued:
Lega l
Budget
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Originating Dcptlj(j I
Public Works/Engineer" 9
Costs: $361.425,75
(Current FY) t361.425.75
commission Action
,',
Affectcd parties
notified
Not required
315-96634-563800-535
315-96722-563800-533
315-96348-563800-532
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Joint Project Agreement I
Engineer's Estimatcd Utilities!
Relocation Cost \Jorkshcet :
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Approved
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Reviewed by:
User Dept.
Funding Source:
Approved
w/conditions
N/A
Capt. Imp. X
Purchasing N/A
! Risk Mgmt.
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Oeni ed
Operating
Cont'd to
N/A
Date:
Other
N/A
Paper:
Appropriation Code(s)
Attachments:
N/A
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Not required X
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Page 2 continued:
Agenda Item
Re: Joint project agreement with pinellas County for utility Installation by
Roadway Contractor - Betty Lane Bridqe at stevenson's Creek.
The city will be advised of the actual contract bid costs and given the
opportunity to reject them if they are excessive. This is extremely unlikely in
that the cost savings to be enjoyed by the city of Clearwater in this arrangement
are so great (restoration, traffic control, surveying, construction management)
that the likelihood of the prices being unacceptable, or that we could not work
this matter out with the County is quite small. We believe this agreement to be
in the best interest of the city.
This agreement will provide further cost savings to Clearwater through the
coordination of construction activities by a single contractor and reduced
restoration.
The available balances in the sanitary (Sewer) utility Relocation
Accommodation, Water Line Relocation - Maintenance and Gas Line Relocation -
Maintenance capital improvement projects are sufficient to provide funds for this
agreement.
DBrrY.AG'"
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JOINT PROJECT AGREEMENT
FOR
lITILI'YY INSTALLATION BY ROADWAY CONTRACTOR
PROJECT NAME: BETTY LANE BRIDGE AT STEVENSON CREEK
PROJECT LIMITS: FROM: WEST OF MADISON S'rREET
'}'O: EAST OF CAROIJ DRIVE
PROJECT pro NO: 921132
CONTRACT NO. B9053
This AGREEMENT, made and entered into on the
day
of
, 19 ___, by and between PINELLAS COUNTY, a political
subdivision of the State of Florida, hereinafter called COUNTY, and the City
of Clearwater, a corporation of the state of Florida, hereinafter called CITY.
WITNESSETH:
WHEREAS, the COUNTY intends to construct improvements to Betty Lane
Bridge at Stevenson Creek hereinafter referred to as the PROJECT, which shall
call for the adjustment, relocation, and/or installation of the CITY's utility
facilities along, over and/or under the PROJECT, and,
WHEREAS, the above described utility activities are to hereinafter be
designated as lIutility work", and
PWETWM.30
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Revised 11-12-93/TWM
, .'. ' '.. '.. . ,,' . I .'" . . '. . ...'. : /. . .: , .' , .' ." .
WHEREAS, the COUNTY's plans for the PROJECT have been reviewed by the
CITY and the CITY has had an opportunity for input into said plans, and,
WHEREAS, the COUNTY and the CITY have determined that it would be to
the best interest of the general public and to the economic advantage of both
parties to enter into this JOINT PROJECT AGREEMENT for the "utility work" and,
WHEREAS, the CITY has expressed its desire to assume all reasonable
and necessary costs to be incurred for this "utility work" and has requested
the COUNTY to include in said PROJECT certain plans and specificati.ons to meet
the CITY's needs, and,
NOW, THEREFORE, the premises considered, and in consideration of
the sum of One Dollar ($1.00) each to the other in hand paid, the receipt
whereof is hereby acknowledged, and in further consideration of the
mutual covenants hereinafter contained, it is agreed by the parties as
follows:
1. The CITY's "utility work" within the limits of the PROJECT, is more
specifically described as: Relocation, Adjustment and Installation of
City of Clearwater Water, sanitary Sewer, and Gas Facilities.
2. The CITY will prepare, at its expense, the design of plans and
specifications for all the CITY's necessary "utility work" described
above and will furnish to the COUNTY no later than July 29, 1994,
complete and reproducible plans on standard size sheets (24" x 36")
together with a complete set of specifications covering all
construction requirements for the "utility work". These plans and
specifications shall be complete in every detail and will include a
"Summary of Quantities" sheet and/or "Bill of Materials" identifying
the items of work, with a IIfinal estimate of cost," required to
accomplish the "utility work", said estimate to be satisfactory to
the COUNTY. The plans and specifications shall be signed and sealed
by a Registered Professional Engineer.
1
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3. It will be the responsibility of the CITY to coordinate the
development of the "utility work" plans with the COUNTY's plans for
the PROJECT. The COUNTY, upon request by the CITY, will furnish
PWETWM.30
2 of 6
Revised 11-12-93!TWM
, A. . ,~ . . '. , ' " . ". 4 , ' . . ." ""'''' '\ " ...... . , '. .:
all available roadway information required by the CITY for the
coordination and development of the "utility work" plans, and the
COUNTY shall cooperate fully with the CITY to this end.
4. The CITY shall obtain all necessary permits for construction of the
utility work, including the Pinellas County's "Right-of-Way
utilization Permit", and provi.de a copy of the same to the COUNTY so
as not to affect the construction of the PROJECT.
5. The COUNTY does not warrant the accuracy of the COUNTY's survey
information. The CITY will be responsible for reviewing the COUNTY's
survey information and will be responsible for any changes to the
CITY's plans made necessary by errors and omissions in the COUNTY's
survey information.
6. All survey for construction of the "utility work" will be furnished
by the COUNTY under the direction of the COUNTY's ENGINEER.
7. The coordination of the CITY's "utility work" with that of the
roadway contractor and other utilities and/or their contractors will
be the responsibility of the COUNTY. The CITY shall cooperate fully
in this matter to ensure that any delays in the construction of any
phase of the PROJECT, occurring as the result of unforeseen
circumstances involving the CITY's "utility work", shall be remedied
immediately with the full force and power available to the CITY.
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8. All of the work, pursuant to this JOINT PROJECT, is to be done in
substantial accordance with the plans and specifications of the CITY
(if any) which plans and specifications are, by reference hereto,
made a part hereof. All information required for field changes,
change orders or Supplenlental Agreements pertaining to the CITY's
"utility work" shall be promptly furnished to the COUNTY.
9. The CITY w~ll provide the necessary construction and engineering
inspection of the CITY's utility work to determine if construction is
generally in compliance with the plans and specifications. The
CITY's inspector shall immediately notify the COUNTY inspector of any
objection to the "utility work".
,
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10. The COUNTY shall be responsible for the bidding and award of the
Construction Contract and shall include the "utility work" as a
separate option item in its bidding document. After the COUNTY
receives, opens, and evaluates the bids, the Director of Public Works
shall notify the CITY, in writing, of the COUNTY's intent to award
the contract to the low bidder. This notification shall include the
amount for the "utility work" option. The CITY shall have five (5)
days from receipt of the COUl~TY's notification to request, in
writing, that the COUNTY delete this option, and to notify the COUNTY
of the CITY's intent to perform the "utility work" with the CITY's
own forces or its own contractor. In order not to delay the
construction of this project, the CITY must show that it is ready and
able to perform all "utility work" prior to requesting that the
COUNTY delete the 'Iutility work" option from the contract award. The
CITY does not have the right to delay or affect, in any way, the
awa~d of the contract.
1
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PWETWM.30
3 of 6
Revised 11-12-93/T~lM
" , ';' ": ~.. :~ '" ,,"',. ,~'''h'':'''' ',': ' .', .. '.. ' ' ";,' " :,,' '.'. ' .. " I", ~ ",';,' ',' . '. " '.. '::':.. .', ".. ",:":'.,'., ".':: ,'. ,..', ,,'. '
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In the event the CITY, in performing the "utility work", causes a
delay to the COUNTY's construction of this project, the CITY agrees
to pay all claims and costs incurred due to the delay.
In the event the COUNTY, for any reason, decides either not to
proceed with the PROJECT or halts construction of the PROJECT, the
COUNTY will not be responsible for any "utility workll not completed.
11. The CITY shall participate in the design, utility coordination,
pre-construction and other meetings as necessary for PROJECT
coordination.
12. All adjustment, relocations, repairs, maintenance, and incidentals
required to be performed to the CITY's existing utilities within this
PROJECT, not included in the "utility workll will be the sole
responsibility of the CITY. All such work is to be coordinated with
the construction of this PROJECT and in a lnanner that will not cause
delay to the COUNTY's PROJECT contractor.
13. The CITY's comments and suggestions are invited and will be
considered by the COUNTY; however, all services and work under the
construction contract shall be performed to the satisfaction of the
COUNTY's Director of Public \'lorks, and he shall decide all questions,
difficulties and disputes of whatever nature which may arise under or
by reason of such contract for "utility work"; the prosecution and
fulfillment of the services thereunder, and the character, quality,
amount and,value thereof; and his decision upon all claims, questions
and disputes thereunder shall be final and conclusive upon the
parties hereto.
14. The CITY hereby certifies that funding for the preliminary estimated
"utility work" cost of $361,425.75 including 5% for
construction/contract administration has been appropriated and is
available for pa~nent. In the event the actual cost exceeds the
final estimate of cost, the CITY shall reimburse the COUNTY for such
actual cost.
15. Upon completion of the entire PROJECT, which will be determined
jointly by the COUNTY and the CITY, the CITY shall own, control,
maintain and be responsible for all CITY utility facilities involved
according to the ternlS of the Pinellas County Right-of-Way
utilization Permit. The CITY further agrees that it will maintain
and keep in repair, or cause to be maintained and kept in repair, all
of such constructed facilities or utilities.
16. The CI'I'Y shall defend, save a.nd hold harmless the COUNTY from any and
all legal actions, claims or demands by any person or legal entity
against the COUNTY arising out of the participation in this agreement
by the CITY, including delay claims arising from the CITY'S
performance of its own "utility work", or use by the CITY of the
completed "utility work", subject to the defenses and limitations
available to the CITY pursuant to Section 768.28, Florida Statutes,
as the same may be amended from time to time. The CITY and the
COUNTY agree that the COUNTY will pay Ten and 00/100 Dollars ($10.00)
to the CITY as separate consideration for this
PWETWM , 30
1 of 6
Revised 11-12-93/TWM
, '
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indellmification and any other indemnification of the COUNTY by the
CITY provided within this Agreement, the sufficiency of such separate
consideration being acknowledged by the CITY by the CITY'S acceptance
and execution of the Agreement.
17. Upon receipt of invoices prepared in accordance with the provisions
of this agreement, the CITY agrees to reimburse the COUNTY in the
amount of such actual cost. The COUNTY will invoice the CITY monthly
for all costs incurred under this Agreement as certified by the
COUNTY's inspector, and the CITY agrees to pay the COUNTY within
thirty (30) days. The COUNTY shall forward all invoices for
processing to the CITY's representative as shown:
Clearwater Enqineerinq and Public Works Dept.
P.O. Box 4748
Clearwater, Fl 34618-4748
Attn: Claude Howell, Civil Enqineer II
18. Upon completion of the entire PROJECT, the COUNTY shall, within one
hundred eighty (180) days, furnish the CITY with two (2) copies of
its final and complete billing of all costs incurred in connection
with the work performed hereunder, such statement to follow as
closely as possible the order of the items contained in the job
estimate and include all monthly payments to the contractor. The
final billing shall show the description and site of the project, the
date on which the last work was performed or the last item of billed
expense was incurred, and the location where the records and accounts
bill can be audited. Adequate reference shall be made in the billing
to the COUNTY's records, accounts or other relevant documents. All
cost records and accounts shall be subject to audit by a
representative of the CITY.
19. Upon completion of the entire PROJECT, the COUNTY shall, within one
hundred eighty (180) days, furnish the CITY with one (l) set of Uas
builtll (II recordll), standard size sheet (2411 X 3611) lIutility workll
pI ans .
20. Upon completion of the entire PROJECT, the COUNTY shall insure that
any warranty, including materials, equipment, workmanship and
closeout documents, by the contractor constructing and/or installing
facilities in accordance with this Agreement, is passed on to the
CITY under the same terms and conditions as that warranty applies to
facilities constructed or installed on behalf of the COUNTY.
IN WITNESS WHEREOF, the parties hereto have caused these presents to
be executed by their duly authorized officers and their officials' seals
hereto affixed, tIle day and year first above written.
PWET\-JM. 30
5 of 6
Revised 11-12-93/TWM
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JOIN'f PROJECT AGREEMENT
FOR
UTILITY INSTALLATION BY ROADWAY CONTRACTOR
ATTEST:
Karleen F. DeBlaker, Clerk
BY:
Deputy Clerk
(Seal)
Countersigned:
BY:
APPROVED AS TO FORM
BY:
Office of County Attorney
City of Clearwater, In
Pinellas County, Florida
BY:
Elizabeth M. Deptula;City Manager
Countersigned:
ay:
Rita Garvey, Mayor/Commissioner
PWETWM.30
6 of 6
PINELLAS COUNTY, FLORIDA, by
and through its Board of
County Commissioners
BY:
BY:
(Seal)
ATTEST:
Revised 11-12-93/TWM
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Item #
Meeting Date:
CLEARWATER CITY' COMMISSION
Agenda Cover Memorandum
1e 1:1 ,ql/
-
Subject:
HEALTH INSURANCE CONTHACT
Recommend ation/Motion:
Award the health insurance contract to Prudential Health Care System of Tampa Bay, Tampa,
Florida which was the most responsive and responsible bid in accordance with spccifications,
under a fully insured funding arrangement for the contract period of January I, 1995 to
December 31, 1995, at an estimated cost of $3,358,877.00
liIand that the appropriate officials be authorized to execute same.
BACKGROUND:
Under direction from the City Commission, our insurance consultant, Wittner & Company,
prepared a request for proposa I for the healt h ins u ranee contract. Wittner & Company worked
closely with the Insurance Committee, composed of representatives of the four Unions
representi ng the City's employees (CW A, FOP (Sergeants and Lieutcnants), FOP # 10. and IAFF),
representati ves from the Human Resources Department, Payroll and Finance Divisions of
Administrative Services Department, and the City Manager's Department. CIGNA's renewal would
have been ,1 15% increase plus an additional $450,000,00 for deficit recovery,
The final recommendations from the committce arc:
-Award hC,llth insurance to Pruuential Health Care System under a fully-insured funding
arrangement. Prudential represented the best overall combination of the following: quality an d
geographic d is tri buti on 0 I' networks; price to beneri t ratio; the abili ty to provide qual i ty customer
service and support; reference checks; and rate caps for second and third year renewuls.
-Conti nue the contri buti on of premlulll for ind i vi dua 1 co verage.
-Continue the contribution subsidy for dependent coverage for the HMO option ($23.49 per InO nth
for calendar year 1995).
-Conti nue the emp loyee' s dual coverage (the Ci ty pays for single coverage for one employee and
pays the amount of the si nglc coverage for the second cmployee towards the depe nden t coveragc.
The second employee is listed as a dependent,)
The City of Clearwatei' budgets $2,600,00 per full-time cmployee per year, The maximum cost pCI'
Reviewed by:
Commission Action:
Originating De pt: \\ C os ts: Estimated
Human ReSOUr,c~()j1' $3.358 .877.00
_ , L' Total
o Approved
o Approved wtconditions
o Denied
o Continued to:_
Legal N/A
BUdget.~:~/ "'2,,-,/
Purchasing ~ .
Risk Mgmt. Nt A
CIS NtA
ACM
Other N/ A
User Dept.:
variolls
$2.519.157.70
Current FY
A dve rti sed:
Date: 6/3/94;
6/10/94
Paper: Tampa Tribune;
Pinellas Cty, Revip.w
D Not required
Affected partios
lXl Notified
D Not required
Funding Source:
o Capt. Imp,
IX] Operating
o Other
Attachments:
Bid Tabulation and Summary
Submitted by:
c~~
Appropriation Code:
o None
St)()-()7000-54560 1-
Sl)()-OUO
" :' .' . " . . , '., '. . . ~ ." '" . , .. " - '. .
Agenda Item - Health Insurance Contract
Page 2
September 15, 1994
employee for Prudential is $2,161.44; $100.44 per employee per year is used to fund
mental health/substance abuse coverage. The disposition of any remaining funds
will be determined at the conclusion of contract negotiations.
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CITY OF CLEKRWATER
.
RFP 140-94 OPENED JULY 8~ 1994
RESPONDING VENDOR LIST
HEALTH MAINTENANCE ORGANIZATION COVERAGE
1 BLUE CROSS & BLUE SHIELD
4904 EISENHOWER BLVD., SUITE 200
TAMPA, FLORIDA 33634-6330
2 HUMANA HEALTH CARE PLANS
5401 WEST KENNEDY BLVD. SUITE 800
TAMPA, FLORIDA 33609-2476
3 HEALTH PLA}I OF FLORIDA
30JO NORTH ROCKY POINT DRIVE WEST
1
f SUITE 850
l TAMPA, FLORIDA 33607-1438
~
4 THE PRUDENTIAL
6200 COURTNEY CAMPBELL CAUSEI'lAY
SUITE 200
TANPA, FLORIDA 33607
5 PCA CENTURY
2002 NORTH LOIS AVENUE
TAMPA, FLORIDA 33607
6 PRINCIPAL HEALTH CARE OF FLORIDA, INC.
1200 GULF LINE DRIVE, SUITE 500
JACKSONVILLE, FLORIDA 32207
SUMMARY OF RFP 140-94
SOLICITED: 15
RECE IVED : 6
NO RESPONSE: 6
NO-BID RESPONSE: 3
SUMMARY OF NO-BID RESPONSES
INSUFFICIENT TIME: 1
UNABLE TO MEET SPECIFICATIONS: 1
SCHEDULE WILL NOT PERMIT: 1
. ~ .. ;' ~ I ~. . , ". , r,.". '., ' ; ..', , : " " " I." ;: .' ' . ' .' , . I.
~
CITY OF' CLEARWATER
RFP 140-94 OPENED JULY 8, 1994
RESPONDING VENDOR LIST
HEALTH MAINTENANCE ORGANIZATION COVERAGE
1 BLUE CROSS & BLUE SHIELD
4904 EISENHOWER BLVD., SUITE 200
TAMPA, FLORIDA 33634-6330
2 HUMANA HEALTH CARE PLANS
540l WEST KENNEDY BLVD. SUITE 800
TAMPA, FLORIDA 33609-2476
3 HEALTH PLAN OF FLORIDA
3030 NORTH ROCKY POINT DRIVE WEST
SUITE 850
TAMPA, FLORIDA 33607-1438
4 THE PRUDENTIAL
6200 COURTNEY CAMPBELL CAUSEWAY
SUITE 200
TAMPA, FLORIDA 33607
5 PCA CENTURY
2002 NORTH LOIS AVENUE
TAMPA, FLORIDA 33607
6 PRINCIPAL HEALTH CARE OF FLORIDA, INC.
l200 GULF LINE DRIVE, SUITE 500
JACKSONVILLE, FLORIDA 32207
S~Y OF RFP 140-94
SOLICITED: 15
RECEIVED: 6
NO RESPONSE: 6
NO-BID RESPONSE: 3
SUMM.A.R.Y OF NO-BID RESPONSES
INSUFFICIENT TIME: 1
UNABLE TO MEET SPECIFICATIONS: 1
SCHEDULE WILL NOT PERMIT: 1
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CITY OF CLEARWATER
Interdepartmental Correspondence Sheet
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FROM:
/~etty M.
(jIlSusan G
Deptula, City Manager
.Highsmith, Human Resources Manager, Employee Relations
COPIES:
Kathy S. Rice, Deputy City Manager
*d3
SUBJECT:
Prudential Agenda Item - Sept. ,X 1994
\~
DATE:
September 1, 1994
On August 28, 1994, Prudential reduced the rates for Option II (HMO) for 1995. The
previously quoted rates assumed a partial carve out of outpatient mental health and
substance abuse coverage. The new HMO rates have been adjusted down to reflect a total
carve-out of mental health/substance abuse coverage. (See Below)
OPTION II
City
Contri bution
Employee
Contribution
Per Pay
Ded ucti 0 n
Employee Rate
Family Rate
$154.83
$377.40
$154.83
$ 25.29
$ -0-
$197.28
$ -0-
$91.05
I have attached a copy of a revised bid tabulation for your convenience. This was provided
by Tom Richarmc of Wittner Companies.
Enclosure
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CITY OF ~WATEIl jlz 5'
P.O. BOX 4748 .-
CLEARWATER, FLORIDA 34618-4748
City Commission
l\fEMORANDUM
I'Hf)rr.~' 'i'l!It.
. .. f ; ..... ,. t.J.
( iliVlllIllSl.:::t: 1M
("'0 ')l""SI'"l
r htL. ,-
Date 'AlIa 3 0 1994
CITY GLt:hC\
TO:
Betty Deptula. City Manager
FROM:
DATE:
August 30, 1994
SUBJECT: Health Insurance Proposal.
COPIES: Mayor, Commissioners
------..-----~_______.______._._____._~____.______________.______~_______.w______._____~_______._.____~.._________
I noticed that the proposal from Prudential. that is the recommended Proposal, is about 896
higher than peA. I am unfamiliar with Principal Prescription S8 and 714. as well as a couple
of other companies that 'Were also lower.
Please provide me with. an explanation of the difference on all companies that have lower bids,
not just the simple explanation that I have received.
There appears to be a. significant dollar savings from other companies; not only in the f11'St year,
but in the renewal years. These savings amount to several hundred thousand dollars. I would
like a greater detailed explanation of why Prudential was chosen over the other carriers.
I do understand peA uses only Mease Health Care Systems. However I with the coming merger
betw~ Morton Plant and Mease, that problem goes away. I just don't know whether it goes
'a~)!Iby January 1. 1995. Are there any other problems with peA, other than that one issue?
With regards to Huma.na. there is a significantly lower price. which would save the City even
greater money. What I would like to have is a complete written page on each of the companies
that bid a lower price, with the reasons why the Committee chose to go with the higher pri~
Prudential, To make a multi. million dollar decision with so little information is improper.
FA T/ sr
2'd
WdEE:20 v61 0E ~n~
:;Z3
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R COMPANIES
September 6, 1994
. .
/'0:' M ~/eJ o..-f ~--....,<<..., ~~""
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9 - f'/7
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Commissioner Fred Thomas
City of Clearwater
P.O. Box 4748
Clearwater, FL 34618
RE: RFP 140-94
....nt..-r..... ,.- N'b
vu. P....I.. il~Jj"
COlVlIVH'';'':0~nt\1
PRES~
Date "StP 0 7 1994
CITY CU=hl\
Dear Commissioner Thomas:
This is in response to you letter regarding the recommendation of Prudential as the carrier for
the Medical Plan for the City.
If you have any further questions, please do not hesitate to contact me at 384-3000.
I look forward to seeing YOll at the Commission Meeting Monday, September 12, 1994.
Sincerely,
WITTNER & CO.
~.~
Torn Richarme, CLU
Senior Consul tant
Employee Group Benefi ts
TR/ esh
5999 CENTRAL AVENUE. SUITE 400. ST. PETERSBURG, FLORIDA 3371 0
P,O. BOX 11629 33733-1629. (813) 384.3000 · FAX (813) 345-3482
CITY OF CLEARWATER
I OVERVIEW
. RFP 140-94 for Group HMO and Point of Service HMO (paS HMO) released to the
public by Purchasing on June 3, 1994.
. Sealed bids received in Purchasing on July 8, 1994.
. CIGNA's 1995 renewal submitted concurrent with the sealed bids on July 8, 1994.
. Attachment No.1 is the Benefits Requested Section of RFP 140-94.
. Attachment No.2 is the Evaluation/Selection Criteria from RFP 140-94.
· On July 29, 1994, I called Michelle Bergeron, Director of Physician Managed Care of
Morton Plant Hospital. She indicated that the United States Justice Department has ruled
that Morton Plant Hospital and Mease Hospital mllst remain competitors for managed
care contracts. This was a key factor in final ranking of bids by network (See Attachment
Nos. 6 and 7).
. The Bids were reviewed and analyzed. Various components of each bid were clarified in
writing. "Ongoing simultaneous negotiations with qualified bidders" were conducted, as
allowed under Florida Statute 112.08.
· Attachment No.3 is the Bid Tabulation reflecting the final negotiated pricing.
. Attachment NO.4 is the tabulation for a three year total cost comparison of plans.
· Attachment No.5 is a tabulation of the City's cost for 1995.
· Attachment No. 6 is a zip code analysis of the City I S employees. Please note that 80
percent live in Pinellas County, and 80 percent of those who reside in the County live in
the Mease/Morton Plant Hospital service area.
· Attachment No.7 is a Pinellas County participating hospital tabulation.
. Attachment No. 8 is a tabulation of City contribution, employee contribution, and
employee per pay deduction for all proposals.
, , . , , . ..' 1 .. . . ,
, , . ~ J, ". ~. '. .
. CIGNA has a medical delivery system in Tampa Bay that is currently unique--Corporate
owned centers with primary Care Physicians in those centers who are CIGNA employees.
Approximately 55-60 percent of Clearwater employees have chosen one of these CIGNA
doctors as their Primary Care Physician. Thus, any change from CIGNA will result in 55-
60 percent of City employees having to change their Primary Care Physician. This is an
inescapable reality of Managed ivfedical Care in the 90's.
· CIGNA has generated a defici t of approximately $1,185,543 on the City's account over the
last three years. The contract with CIGNA gives them the right to recover that deficit
from the City, as long as the contract is in force. CIGNA demands a $345,181 cash
payment if the City wishes to continue with CIGNA. If the City terminates with CIGNA,
the $1,185,543 deficit is non-recoverable. In addition, CIGNA requires a separate
$52,145 addition to the claims reserve by the City. These two items add the equivalent of
$25.74 per employee per month to CIGNA's quoted renewal rates on Attachment No.3.
· Attachment No.9 comments on Humana.
· Attachment No. 10 comments on HIP.
~ Attachment No. 11 comments on PCA.
· Attachment No. 12 comments on Principle.
· Attachment No. 13 comments on Blue Cross/Blue Shield of Florida.
, , ' '" ',. ," / ' , , ' , , ' , ': " " , .', . ,: "","
I ATTACHMENT 1
REQUESTED PLAN DESIGN:
. It is the desire of the City to duplicate to the extent possible, the current plan of benefits in
place. (HOWEVER, the City realizes that in the Tampa Bay Service Area, only CIGNA
has a staff model concept). You will not be disqualified for not having a STAFF Model to
offer.
. Preference in the selection process will be given, of course, to those carriers that can most
closely duplicate benefits. However, YOll will not be automatically disqualified if you have
deviations, provided such deviations are clearly noted in your proposal.
. Any plan design submitted must accommodate retirees who reside outside the service area
and retirees over 65 who are not Medicare eligible.
';
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. Once you have priced the requested plan design, the City would like to see the rating
impact of the following benefit options as a "percent impact" on your rates:
$10 Office Visit for all plan options
Hospital co-pay of $100 per day for five days for all plan options
$10 prescription for all plan options
. Funding
Quote both on a fully-insured basis and a fully-insured/minimum premmm funding
alternative.
. NOTE:
The City will only consider one carrier for all plans offered.
The City will not consider only OIlG plan option--i.e., HMO only or Point of Service
HMO only.
In the final negotiations with the winning carrier, the City will, at that point, ask to see the
tinal plan design pricing quoted on a two-tier and three-tier basis. An evaluation and decision
on the tier rating will be made before the recommendation goes to the City Commission for
approval.
I
j,
22
I ATTACHMENT 2
EV ALUATION/SELECTION CRITERIA:
Price - 30%
All proposers will be evaluated on the basis of obtaining the lowest, long-term net cost to the
City, its employees, retirees, and dependents. However, in no case will the City be obliged to
make a selection on the single criteria of price.
· "Price" is to include:
Employee/dependent cost
Long-term cost controls due to managed care features as nleasul'ed by 2nd, 3rd
year rate guarantees, or guaranteed "not to exceed" rate increase.
Net.work - 40%
· Size, accessibility, quality, geographic adequacy, and cost effectiveness of provider
network offered.
· Favorable consideration will be given to networks that most closely duplicate the current
network* However, an otherwise favorable proposal will not be automatically rejected if it
does not exactly duplicate current providers.
· Included will be networks ability to effectively manage/control costs--i.e., discounted fee
for service, per diem, capitation, etc.
Q).ganizational Strengths - 10%
27
Se).vice Factors - 20%
· Ability of customer service toll-free (local or 800) and hours of availability.
. Availability for walk-in customer service
. Weekly on-site visit by customer service representative to handle City employee questions.
. Claims turnaround time/accuracy
· Willingness to enter into performance guarantees with financial 'penalties for non-
compliance.
. Ease with which EOB can be read and understood.
· A.M. Best, Dun & Bradstreet, and Standard & Poor's rating
. Organizational history
· Experience in group medical managed care administration
. Depth and experience of staff
· References and reputation
· Experience with public sector--i.e., cities, counties, school boards, clients in Florida.
M
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ATTACIIMENT 4 I
RANKING BY TI-IREE YEAR TOTAL MAXIMUM COST PROJECTION
CITY OF CLEARWATER RFP 140-94
Humana
Year 1 1995) Year 2 (1996
3,479,324 3,827,231
Year 3 1997)
4-,209,954
TOTAL
II,S 1 6,509
Prudential
4,278,351
4,610,775
5,062,912 13,952,038
HIP
4,261,944
4,688,138
5,156,952 14,107,034
Principle Rx $5/$8
CIGNA (Current 1994)
4,267,385
4,694,123
5,163,535 14,125,043
peA
4,409,712
4,762,489
5,143,488 ]4,315,689
4,389,064
CIGNA (Renewal 1995)
5,406,352
*6 237 041
, ,
*6,704,150 * 18,347,543
*CIGNA did not guarantee increase caps for Years 2 and 3.
*Estimated cost projection at 8 percent increase per year and additional deficit recovery of
398 181 er ear in Years 2 and 3
+BC/BS OF FL 4,044,458 4,368,015 4,804,817 13,217,290
+ Be/BS OF FL "as a matter of corporate pol icy" would not offer a guaranteed rate car for
years 2 and 3. These projections for Years 2 and 3 are based on a 8 percent per year increase--
BUT ARE NOT GUARANTEED.
ATTACHME~T 5
SUMMARY OF CITY'S COST
Revised August 30, 1994
CITY I S COST
$3,410,213
$3,860,252
$3,087,352
$3,488 909
$2,504,750
$2,831,794
$2,959,317
$3,089,198
$3,045,094
$2,613,074
CIGNA 1994 Budaet
CIGNA 1995 Bud et
CIGNA 1994 Cost
*CIGNA 1995 Cost
Humana 1995 Cost
PCA 1995 Cost
Princi al 1995 Cost
HIP Health Plan Cost
Prudential 1995 Cost
BCES 1995
*Does not include $ 52,145
395,181
$447,326
+3,488.909
$3,936,235
Adjustnlcnt to claims reserve or
Deficit Recoyery
TOTAL CITY COST ]995
,," . '.: ." ..' .' '. . .' " . .' , .,'. .
ATTACHMENT 6
ElVlPLOYEE COUNT BY ZIP CODE/PINELLAS COUNTY
I
,
,
33701
33702
33703
33704
33706
33707
33708
33709
33710
33711
33712
33713
33714
,. . ....... .
..... .. ". . ... ....... ."
., ',';::"'\CI eaDyat~h):;):/"
34615
34616
34619
34620
34621
34622
34623
34624
34625
34630
34635
34640
34641
34642
34643
34644
34646
34647
34648
34677
::,;:;:):(:/eaiintHatbot ,,","
34683
34684
34685
34689
SafetyHarbor ',"
34695
, ,:',DlIIl'edin:d' "
34698
3
4
6
3
5
2
3
4
8
5
5
4
6
226
147
65
16
43
5
58
6
56
18
10
55
37
17
12
20
14
1 1
15
27
84
55
3
25
57
112
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I -
ATTACHMENT 7
Clrry OF CLEARWATER
HOSPITAL COMPARISON
Pbzellas
CIGNA J)rudcntia I Principal HIP HeBS peA HUlllana Humann
of FL HI'vIO POS
All Children's X X X X X X X
Bay Front X X X X X X X X
1\1edical Center
Cle~lrwatcr X
Community
Hospital
Helen Ellis X X X
Gulf Coast X
Hospital
HCA Largo X X X X X X
Center
Mease X X X X X
Countryside
J\1lease X X X X X X
Dunedin
l\tletropn/itan X
General Hosnital
Morton Phlllt X X X*** X X** X
Hospital
Northsidc X X
Palms of (paS) X*
Pas~ldcna
St. Anthony's (paS) X
Hospital
St. Petcrshurg , X X X
General Hospital
Sun Coml X X X
Hospital (No OB)
Unh'cl'sity X
Genera I
Edward \Vhitc X
\Vomcn's X
l'vledklll Ccnter
*Contract PcndinlT
t::>
**Non-par \Voult! pay charges
* **Out-of-Network-- 10% discollnt off charges
, , .
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A TT ACHMENT 8
CITY OF CLEARWATER
Payroll Deductions
(Assume Current Contribution Formula)
CIGNA 1994 I
Rates City Employee Per Pay
Contribution Contribution Deduction
Employee 180.62 180.62 0 0
Fam ily 443.01 0 262.39 121.10
EPP
Employee 166.80 166. 80 0 0
Familv 404.27 13.82 223.65 103.22
STAFF
Emplovee 152.26 152.26 0 0
FaInil:y 371.14 27.36 190.52 87.93
I
I
CIGNA 1995
Rates City EOlployee Per Pay
Cont ribut i 011 COil t rib lit ion Deduction
DPP
Employee 206.24 206.24 0 0
Family 499.2 1 0 292.97 135.21
EPP
Employee 189.73 1 89.73 0 0
-
Family 452.94 16.51 246.70 113.86
STAFF
Employee 173.56 1 73.56 0 0
Family 413.38 32.68 207.14 95.60
, , " "... :",' ," ,:, .. ;", : .' '-.' ...,: :,,', .' ,,' ;:;: ," " ' -, ...-', , ':,';',,'.,~: " ' ." .' ' ,':" ',>, -., ", ,.'.. .
HUMANA 1995 J
Rates City Employee Per Pay
Contribution Contribution Deduction
DPP
148.73 148.73 0 0
364.37 0 215.64 99.52
124.96 124.96 0 0
302.41 23.77 153.68 70.93
I peA 1995
Rates Cit)' Employee Per Pay
Contribution Contdbution Deduction
165.33 165.33 0 0
405.07 0 239.74 1 10.65
153.09 153.09 0 0
375.07 12.24 209.74 96.80
PRINCIPAL 1995 I.
Rates City Employee Per Pay
Contribution Contribution Deduction
1 71. 64 1 7 1. 64 0
420.98 0 249.34 115.08
165.93 165.93 0
406.98 5.71 235.34 108.62
(LO
OPIION)
Em lovce 145. 19 145.19 0
Falnily 356. 10 26.45 184.46 85.13
I: PRUDENr!~L 1995
Ra tcs City Employee Pel' Pay
Contribution Contl'ibution Deduction
1 80. 12 180. 1 2 0
439.06 0 258.94 119.51
154.83 154.83 0
377.40 25.29 197.28 91.05
IlLUE CROSS BLUE SHIELD OF FLORIDA/
Florida Gul Coast l-lealth Coalition 1995
nates City Employee Per Pay
Contdbution Contribution Deduction
151.19 151.19 0
395.01 0 243.82 112.53
EPP
Em 10 ee 147.01 147.01 0
Fanlily 397.05 4.18 245.86 113.47
Revised Augllsr 30, J 994
. " ~.. .', M ,"
- ~lIII) HEALTH PL~N~ 1995 1
Rates City Employee Per Pay
Contribution Contl'ibut.ion Deduction
DI)}>
Em 10 ee 189.72 189.72 0
Familv 531.61 0 341.89 157.79
EPI>
Em 10 ce 127.78 127 .78 0
Famil 358.05 61.94 168.33 77.69
I ' . >, ' 'j' "', '. ' .'.' '. .' I"." ,," " .
ATTACHMENT 9
SUMMARY OF lIUl\JIANA
. Humana is a major player in Tampa Bay in the HMO and Managed Care arena, covering
approximately 45,000 employees, and offering Managed Care plans since 1984.
. Humana's strength is its pricing (See Attachment Nos. 3 and 4).
. Humana does not have an HMO contract with Morton Plant Hospital, Mease Dunedin,
Mease Countryside, or Largo Medical Center. (See Attachment No.7).
. Humana's HMO Directory lists Morton Plant Hospital as IInon-participating, approved
HMO providerll. On July 29,1994, I spoke with Michelle Bergeron, Director of Physician
Managed Care for Morton Plant Hospital for clarification. She informed me that:
1. There is no contract between Morton Plan Hospital and Humana HMO (though there
have been negotiations.)
2. Humana would pay billed charges (retail) for any City of Clearwater Humana HrvIO
patient admitted to Morton Plant Hospital.
. On August 2 1994, 1 spoke with Susan Wells, Tampa Sales Director for Humana's HMO,
for further clarification. She confirmed Ms. Bergeron's statement. She further identified
only two (2) HMO Primary Care Physicians with admitting privileges LO Morton Plant
Hospital: Dr. Patel and Dr. Hicks.
. In summary, Humana clearly:
- Has established HMO ex.perience in Tampa Bay
- Has the pricing advantage
- Does not meet the City's need for an HMO network of hospitals and physician's in Mid
to North County, where the majority of the City of Clearwater's employees reside (See
Attachment No.5).
. (Please see Attachment No. 14 from the August 12, 1994 Edition of the Tampa Trihlln~.)
, .",," . ",.;',': ~,>~ ,,:"',:,', ..' ,":'. :,' ,: /'<", ,'... ': ',': . ,:' , "', '.' ',',-:, , ,: :' ," ',:::',' .', " ,,' '> ,"
I ATTACHMENT 10
SUMMARY OF HIP PLAN (I-lEAL TI-I PLAN OF FLORIDA)
. In business for 47 years, principally in New York and New Jersey
. Established networks in Dade, Broward, and Palm Beach Counties for the last seven years.
. HIP Plan has a quality reputation in New York, New Jersey, and South Florida. There is
every reason to believe that the same quality approach will carryover to Tampa Bay.
. In process of establishing a managed care network in Tampa Bay. From their proposal,
"Tampa Bay area expansion approved May 1, 1994". Therefore, they do not have a
managed care track record in Pinellas County and Tampa Bay.
. They are currently still solidifying their hospital and provider contracts (See Attachment
No 7). They are "in negotiations with" Morton Plant Hospital at this time, and there
seems to be no reason to doubt that the two entities will come to terms. However, HIP
Plan is not yet operationally ready to take on the City of Clearwater's account January I,
1995 (enrollments to be done October 10 through 17,1994).
r
A~TAC~MENT 11
:~ I
SUMMARY OF peA CENTURY llEALTH PLANS
. Primarily a MEDICAID based HMO.
. peA Century is the second largest HMO in Florida. peA has been operating in Florida
since 1990, when it purchased Patient Care of America in Miami. In 1992, it purchased
Century Medical Plan in Miami and moved its corporate headquarters to Miami. Also, in
1991, they purchased "Better Health Plans of Florida" which had a presence in Pinellas
County.
. PCA Century has approximately 65,000 members (not employees) in Tampa Bay, but the
vast majority are MEDICAID enrollees.
. Medicaid is the state-funded indigent care program. Medicaid HMO's receive 5 percent
less than the standard Medicaid reimbursement amount to manage the care and make a
profit. Every Medicaid enrollee saves the State of Florida money. (See Attachment No.
15 from the August 26, 1994 Tampa Bay Business Journal).
I
· PCA does not have a contract with Morton Plant Hospital (See Attachment No.7).
" "". 'f , I ,,: ", '. " " I :'
I ATTACHMENT 12
S~IMARY OF PRINCIPAL IIEALTI-I C.t\RE OF FLORIDA, INC.
. Principal Health Care of Florida, Inc., is a Managed Care subsidiary of the Principal
Financial Group, an old line established, conservative, well-managed, mid-western
(Omaha, Nebraska) based company. The Principal has a highly regarded reputation in the
Insurance and Financial arenas.
. The Principal Health Care of Florida, Inc., has only been approved for HMO product
offerings in Tampa Bay since March 1, 1994. The first HMO clients appear to be effective
June 1, 1994 with current HMO total enrollment at 1,600 members.
. The Principal does not have Monon Plant Hospital as an HMO par hospital (See
Attachment 7).
. ',.." . , I
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I
ATTACHMENT 13
I
ELUE CROSS/BLUE SlIIELD OF FLORIDA
. One of the largest Insurers in Florida and a pioneer in the development of Managed Care
contracts.
. Hospital and physician networks are adequate with Morton Plant Hospital, and both Mease
Hospitals (See Attachment No.7).
. The Blue Cross/Blue Shield of Florida Proposal had only one weakness--they corporately
refused to give second and third year rate caps. This is a corporate decision not related to
the City of Clearwater as an employer, and comes from the highest levels of the
corporation.
. The City of Clearwater has had historically high utilization over the last three years, as is
exhibited by the $1,185,543 deficit position with CIGNA. In my professional opinion, it
is too much of a risk, when every other proposal received had a Year 2 and Year 3 rate
cap.
~
'f,
. . " #. ',' .' '. ' . ',,: '. "'. I .... 1/1,' '. . ',. ~ .. J .. .' ',"
SUMMARY STATEMENT
1. CIGNA
. It is my professional judgment that CIGNA is no longer a financially viable, cost
effective alternative for the City of Clearwater. The cost outweighs the network and
service aspects.
,
. Historically, the employees have been pleased with CIGNA's service and selection of
hospitals and physicians.
. Approximately 55-60 percent of City employees will be faced with choosing a new
primary care physician--never a pleasant alternative.
. However, the Insurance Committee on August 12, 1994, voted unanimollsly (all be it
reluctantly) not to recommend renewal with CIGNA.
II. INSURANCE COMMITTEE
. The RFP process produced an adequate and accurate snapshot of the statlls of Managed
Care in Tampa Bay for 1995 and beyond. Clearly, with some form of Health Care
Reform on the State and Federal horizon, the remaining players are attempting to
position themselves for the future. Experts may disagree on the exact nature of reform,
however, all agree that HMO Managed Care is the "delivery vehicle of choice".
. No proposal received was 100 percent acceptable in all areas--price, network, and
servIce:
Humana has price and experience, but is clearly lacking in adequate network
delivery in North County
The Principal, the HIP Plan, and peA Century are well run plans with good
reputations, but are simply "too new" in Tampa Bay with their Commercial HMO
products.
Blue Cross/Blue Shield of Florida' s absol ute refusal to negotiate a second and third
year rate cap is unfortunate, for it puts the City at an unnecessary financial risk,
potentially forcing the Ci ty back into the market after one year.
III. RECOMMENDATION
1.
"
~
~f
. In my professional opinion Prudential offers the City the best overall conlbination of:
Quality and geographic distribution of hospital and physician networks
Price-to-benefi t ratio
Ability to provide quality cllstomer service and support
Reference checks
Rate cap for Years 2 and 3
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. Prudential was not the low bid (See attachment No.4), but over the three year period
reviewed, the guaranteed total net cost was second only to Humana.
. Prudential is the first, and only HMO that will allow enrolled female employees and
dependents to self refer to a par DB and/or GYN for all conditions, not just IIwell
women check-ups. II
. Prudential is in the process of restructuring its Pincllas County Provider Network. This
was taken into account as part of my analysis and recommendation of Prudential.
. On August 12, 1994, the Insurance Commi ttee unanimously (all be it reluctantly) voted
to recommend Prudential as the City's carrier for 1995.)
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A TT A C HMENT 14 I." ..1\:I~im:~'~'~'''.'''~:; ;"-:J~::r~~:~~~.r,~~~{W~'tl?ftf\~"iM~tD~~~~~fMl~f~~r-" ~:" ..... . "
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'_', ,',0' ,.........,;_, ".._, ' " un- ,en ne epor '...._,.,::,.,.':j'~i :. to pa ent complaln~~~~.~,r~f'1\.,:;.::~,:'"
,~i' ' ' ~ ..:. FORT~.'.i1tID~RD~~'~~'~;~~~~".;.,. ;;:~.:!;;~e'r~ ~.at~:~j~(~rffi~~b~~'[~Jf~~~
" ......' " '~' al ~rtlclals'have.lauiiche~ ~~s..yeeP.-., ~.:.~~m,a~a~, ~e,,~~~~e~:qe~~ tq'"~~tr:
'-- ,-'" ,-. ,_., ...',. : !ng In,,:estlga~lo~ Into '~e. qua~ltY..of 't.~,.f~,l~~.~~a~et ;.;.~l~_fr~ste~,' ~p;".k:
,-;::......__ _ .~~_......~: ,'--:_' ._" __ _ _~ 'medical care and business practices .':: pqlnted'!, to t~~.l p~~~}y .~,~r~sld~nt~..l
!, or Human-a: Medical Plan "the state's "!~ ,C\l~tor:' J.~,.May. .!he, ~~(l~~'.~y~~e~\:, .
largest heaiih, imllntena~c'e organI- .~, ~~dl~!~, lIMOs..;! \i';.~:::~f: ~;'rr~iy,~:;:' ::::,:>>.
I tl ' " ':, ';', ,.":' '.~.., ~ .... :" :,.,'. . ..:~,.; Armstead said "the,' Humana"ln:~ :
za on.,; . ." .. . ,','I', 'i)" ~ / -".., '., ',' .,., I
: :- Th'c 'U:S: Health Care FlnanGclng :' vestlgatJ~n..is, u~~ual, ,one,.~t <<?nly :"
Administration review centers on three, c~ndu,cted In the m~Uon i.nre-..::'
Humana's Florida Gold Plus' Plan, cent years;': Th,~. ; HMO could face.'
which treats about 217,000 elderly tines 0: oth,e~ san~tlons, s\!ch .as .a.
people. ' ,. ban on new enroll!TIents.:, ,: ;," ~.. ,',
Rodney Armstead, director of ' : i :,~ut Joe Berding, who dIrects Hu.
the agency's olflce of managed care mana's South, Florida, operations,
In Washington, called the investiga- "said the health-care agency would :
, tion an "across.the-board" review. find no seriou~ defects.: ~'l believe'
Results ,are expected in September. that we ~a~e ~tls~led them that we' ,
: . The investigation focuses on pre- have an ~,dequat~ qua.'lty ~~rance .
vious tindln~ by the health' agen-, program, B.erding' sald~ .',: ' ," ' '
cy's auditors. Among them:. ,:..', " '. ".:" Humana also came 'under attack,
. ' . Dozens of South Florida physl., f~om a Tampa-based d~tors' group
clans under contract with Humana : lured by th.e fe~eral government to,
are deeply In debt to the l;IMO, in; . ,~atc~, ,over ,the .quaUt?,':. of , medl~l
part because they provided' care', :~C8:~e,_r~ndefe~ _to~edl~~e_ ~a~i~mts. .
costing more than the amount Hu-: I : ~.,t:f.l~rlda'. ~edical Quality' ,f.Ss'ur. "
mana budgeted for tbem. The debts ':. a~ee, hie. accused Huma'ria of minl- '
have prompted federal officials': to: : r.r!~i1~g. th'e' grC?u'p's: flndIngs' and ~in.
worry that these doctors' may, ~e;p~dI~g ~e~forts',. to :,:~.i,sc,i~~Iri~ ,P?~r:
'..:~".' ., -- ,.-.... ,. -'-"~'''''''-'-'-''- ,~empted to ,~eny patic::nts.~~t':l:l.~e,~i-: ~ :)E.,~.4~ca~:pr~v,l,~~~~;..;. ;\.':~:::1~':;;:'" (...:.\; '. .
~ eal, care to save money .;.:-:7' ~.:: -=_: ~,''-:~ ,-~ In atetter. ~o the agency 5 Atlan- ':
\ ..... ... .... .......1, .,.. ..*)..........._....\"\."'.. ,..... -I' ..,.... ..... ,.. '\-.'.
,.,. . Humana's' senior.. 'medlcal ad- ~~.:;ta"reglonal office,' Jennifer Barnett, ~ '
\vi~~~: sh~nge~', !.ecordS' W, ~_~~(~ {~\~e:Jai(l~~. ~~~p~~/pf~l~~~~':c~~e~ :,
',flous .I?e.d~eal~u~uty:; ~~~~ :.~pp~~ l'~~.~'in~~~~~,riB!~$~!Pg~~4:~~ Vtl,~t,;.~e:!:
.i~ess ~~ve~~;' ~n ~_n~. ,~;. fe.~.~~ ,~~: "i~;H~ 9.n~~,p,~~I~,I}~~~rt,~6:y.e~r~!~ :, ~1~~J'
1"dl.to.rs)o~f!dJbat an "elderly.. paUentJlt~A1Zhelmer'S,\dled t:after~belng.l dls-!',
~,':\1ad'lost ~lghtjn:ori'e~eyt(beCause:'o'fA~t~ch'ii"'<'e(r from :a....lios....(fif...remahire-.} , ,
, ,,: n egli gen f:"ca r'e:'7~H U'rrlrina;i! q uii lty ~~!IY=i~unian1i;lnstSfe~ tti1~care :'';l~~~
':" c~rriml~te'e' alte'ietf th'e~lli1(iiIig 'fo~ In:~j(Vpio~rrand '!TOOk~:'no~~~ieps~io;:'JiSCI- tl '
~Icate:";'n(tproblem,~" 'reah;ds:Sf8tei fli' iirfe~ the 'reS: "'nslbie';dOcto~"'iies'. iie~j
! ! : :" ."H ' . \...., 'j '0' ... ,', '1'1"'t" .d..'''....'. . "I'1't.' p.:.\ ,::"...:\ ~ )-....t. dPf?I' -'''U' ,.' ',.'t ,'.... . "" ...' ~"'" ,,~,
,;..'\" . umana s.comp a n 'l epafS:r-{ govemmen' rec ves', 0 dQ...so,":::1'lf}
'... --:"~ -. --- ..- .. - '-.,'- -- --.. '_~":"W"_" '"-:__. '.. -.. '. ;,me~,t' ign~t)re'd:;'(;r,~faJled: t'({'res61y" e'f~ .~~t'?A1SO'fJacc'o[dln'';'\iofth~':medl~i:~ "
.-: grleva\lc~ :frgilfPauentS-:;Who::com"?~~' r'evlewl"'ro,t ~>H~m~i1jnterfefed~
".;' . Plai~e~~;9r;J~ferior':'medical~care~or"~ wiuteii~ns;fli~discrline\!some~ dOC:~
, ,',:: ~lhef.rif~al)~y~{~~ncei')i$l!E}'edef8ii ((irs~6h~Ch8ii,r"''''~a~aitHiD'diiit'. ~"io~
_________.. '_'.'''_' .~'..~ _, ..'..-..0. ': J : standa~r~"-re'qu' Ir'e' ~HMr\).. t'o"I'r~n""d'~ '~r~-e'n' e~c''''t~l'~~'re~~~d''''n' ""I'"''~'I''''~J,I.L;''';''''' , .
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welfare lines
to sign up
new members
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ATTACHMENT 15 I
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By GARY SHEPHERD
Stall Writer
;:
Medicaid HMOs arc employing some
less-than-conventional marketing tech.
niques to boost their enrollment ranks.
including deploying their salespeople to
food stamp lines amI on door-la-door
calls in low-income neighborhoods.
And while many of their clients fall
below the poverty line, some of the
state-licensed salespeople arc making
$1 ()(),OOO or more per year by signing
up hundreds of customers per month.
Meanwhile, the HMOs and attendant
business - advertising agencies, direct-
mail houses and even Hollywood celebri-
ties and their agents - are also cash-
ing in on Florida's Medicaid HMO
bonanza.
.'We've seen salesmen's checks go
out of here for $15,000, $18,000 per
month," says UltraMcdi.x Health Care
See HMOs, page 11
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healthier population and lowered medi-
cal expense.
1bc Medicaid reimbursement amount
varies from county to county, and pan-
Jy depends on specific health service.1
offered by the plans. In Hillsborough
County, the current basic rate for
enrollees under Aid to Families with
Dependent Children status is S 1 04.02.
Thus, with the S% savings, the basic
reimbursement rate the state pays to a
Medicaid HMO company in Hillsbor.
ough County is S98.86 per month. per
enrollee. Multiply monthly reill'lburse.
ment figures by the number of people
enrolled - statewide, 351,885 in June
- and it's easy 10 see why 37 com.
panie.1 have applied to the state to join
the Medicaid
HMO stampede.
Those rums will
join 28 existing
companies.
On the street,
marketing effortS
can involve
everything from
giveaways of
sunglasse5 and key rings, to providing
computer centers to community halls
and establishing Unle League ba5eball
teams.
Tampa-based Physicians Halthcarc
PlaM, for instance. has thru logo-bear-
ing. 27-foot-long recreational vehicles
and three IS-passenger vans for. mar-
keting, education and health screening
purposes. said Marketing Director
Michael R. Postlethwaite.
04We spend about 10% o( our gross
revenue on marlceting." said Postleth-
waite. Physicians Healthcare has signed
about 25,000 clients since opening (or
business less than :I year ago.
The Tampa comp.my paid about
S30.000 to buy computers and software
for the Audley Evens Multi-Purpose
Sports Facility, and also e.sublished the
fouc.te=un south Sl Petersburg Thun-
derDome Little League, Postlethwaite
said.
Those efforts help 70 salespeople
make between S2,OOO and $8,000 a
month each in the five Bay Area coun-
ties served by Physicians Healthcarc,
Postlethwaite said.
The fmn's ad agency, United L:lnd.
mark Associates. also hired actor James
Earl Jones to do voice.over work on
radio and TV spots.
Physicians Healthcarc and Century
tout their community efforts, such as
Century's eye screenings of 44,000 chil-
dren over the past year, which cost the
company S500,OOO. according to Grif.
fin.
Meanwhile, as the manet is better
penetrated. emphasis is shifting from the
food stamp lines to d()()(-to-<loor sales,
said Griffin.
But sometimes at the fooU stamp
offices, less than noble efforts are
employed. "We've heard storie~ about
salespeople literally chasing down
c1ienu, and giving away six.packs of
beer," said Grifflt\. He said his compa.
ny sends out undercover monitors, and
hou fired people who operate unethi.
c:illy.
"Natunlly, we hear of compl:linu.
.but very few can be, or arc, proven,"
Ute ro r.un adminis.
.... .-. ......
.... '
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TAMPA BAY BUSINESS JOURNAL
HMOs
Continued from page 1
'.I'
System CEO Francis "Bill" Chunbers
of Tampa. "I have one salesman who'll
probably make $120,000 this year."
The average income for "better n=p-
rescntative.s" is $80,000 per yw-. said
Chambers.
ClIambers said the sales commission
for Medicaid HMO sign.ups ranges from
S25 to S lOOper head industry-wide. He
declined to say what commission ralts
his company pays. UlttaMedix - one
of six Medicaid HMOs active in Hills-
borough County alone - has 16 pe<>-
pIc selling in nine c;ountics, and is look-
ing (0<' more hot'
s:llespeople.
04We're looking
for agents who can
sign a minimum of
100 people per
;nonth. l've seen
.alesmen sign up
~oo a month," said
Chambers.
The recruiting
:cnecu the intense competition among
~Iedicaid HMOs.
For example. Tampa General Hospi.
!;II is cranking up its own Medicaid pro-
gram by spending S480,OOO on a one.
::c:u contract with Tampa's Roberts &.
:line Inc., an advertising and PR agen.
:y.
The hospital is tight-lipped about iu
11ans. but TGH Director of Managed
::tre Nancy Beckley indicated that 'IGH
.,Ians to get aggressive.
"We've been here over 70 ye~ and
,vc'\1 be here after the dust settles."
3eckley said. "We plan 10 capi131ize" on
l1e hospital's captive market: Medicaid
:lients who visit the hospital clinics and
:mergency rooms.
In addition' to competition for busi.
'.tss. there is also competition unong
.he companies (or experienced s.alespeo-
,Ie.
"Some salespeople are going back and
:'onh from organization to O<'ganization,"
i3id Steve Griffin. regional executive
!ircctor for PCA-Century Medical Haith
'\an. the stale leader of Medicaid HMOs,
\'ith some 180,000 enrollees statewide
:nd ne:uly 50% of the busincss.
Griffin has 45 salespeople working 10
:ountie.s from Pasco to Collier. Griffll1
:eclined to S3y how much his S:1lespeopte
:;un. "Making $120.000 per year is ccr-
.unly possible. So is S I 0,000 per ye:u" -
"or 1es.s successful sa1espeople, he said.
Meanwhile, incentives being paid are
ncreasing. $.3id Griffin,
In addition to Oat commissions.' ben-
:fits. fee-plus-salary deals and other lures
Ire being offered to sale.speople.
"(Benefits packages) change as com-
'Clition forces us to change," said Grif-
in.
The idea behind Medicaid liMOs is
;imple: the Slate pays HMO compmies
'% less than the sWldard Medicaid reim-
:-Uf'$(ment amount. allowing Florida to
..lIocate badly needed money to olher
;rograms.
Another advalluge Is that managed
:Jre plans encourage immunization
..:hcdutcs. well.baby care, prt.naul care
~ . t.h
The average income
for "better
representatives" is
$80,000 a year.
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MEMORANDUM
TO:
Commissioner Fred Thomas
Kathy S. Rice, Deputy City Manager ya/f-
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Date SEP 0 a 1994
CITY GLtht\
FROM:
COPIES:
Mayor and Commissioners
Betty Deptula, City Manager
d3
SUBJECT:
Health Care Presentation
DATE:
September 8, 1994
Attached is the information you requested in your September 8th memo. Please remember that any
change from Cigna will require 55 to 60% of people to change physicians because that number of
people are using the staff models. In the staff model, the doctors are employees of Cigna--they are
not independent doctors.
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PINELLAS COUNTY
PRIMARY CARE PHYSICIANS
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ofFL
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Family Practice 53 24 45 30 29 31 18
General Practice 8 6 19 10 3 --- ---
Pediatricians 42 23 20 30 8 23 13
Internal 45 30 27 53 7 43 41
Medicine
subtotal 148 83 111 123 47 97 72
OB/GYN 34 43 27 29 14 30 19
Total 182 126 139 152 61 127 91
: lIMO: , .. ''Same';:;::; :,'.'.:...Sam(~(.: ,<,::,':i::,'::'i,";:':::"::::~.',::.~aI1i~:,':':::,':::,::!:::::('::':,,~':::':.~~~:1:
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Familv Practi ce 53 24 45 30 31 18
General Practice 8 6 19 10 --- ---
Pediatricians 42 23 20 30 23 I 13
Internal 45 30 27 53 40 41
Medicine
subtotal 148 83 111 12U 90 72
OB/GYN 34 28 27 ')0 I 30 19
......
Total 182 111 139 I 152 I 127 91
STAFF' " ,..,..,;:::,..'",',...'.'. '.','"..',':';.:,.. ,,:,::, ....... . ',,;'
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,', ..,' '.. ,"..,'.. .','
Famil v Practi ce 7
General Practice 0
Pediatricians 6
Internal 41
lYledicine
subtotal 54
OB/GYN 34
Total 88
.
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CITY OF CLEARWA TER
PINELLAS COUNTY PHYSICIAN COMPARISON
Aug ust 12, 1994
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PEDIA TRICS CIGNA PRUDENTTAL BC/!S OF FL HUMANA
AQonia. Pen,r In Recruitln9
Amln, Dlpti X X X
ArroyO, Fernando APTB X X
Bender, Jan X APTB
Bennett. Je:an L. X X X
Blacker, Barry F. X APTB X
Boljcle, Dunla X Clgna Health Ctr
Celoto, Emma APTB X
Cano, Ciarlo. J. X APTB X
Ca~on, Thomas E. APTB X
Cheek. Julie NAB X
Cibran, Marlon X APTB X
Cordea, Jr., John H. X APTB , X
DawbCilr, Nancy H. APTB X
Dimarco. Celia X X
Dwyor, James A X APTB X X
Ellis, Lynne N. X APTB X
Epstein, Bruce A. X APTB X
Fauber, Dean H. APTB X
French, Debo~h A X X X X
GaJlagher, Pamela J. X APT8 X
Goldschmidt. Mark N. X APTB X
Gomes, Antonio Frank X X X X
Hanlev, John Patrick NAB X
Hanley, Kay Knight NAB X
Haynes, Shirley M. X APTB X
Hennessy, Thomas N. X APTB X
HIcks, David L. X APTB X
Johnson, Audrey M. X APTB X X
Johnson, YJHHam Stephen X X X
ukigan, Brian M. X APTB X X
Kelley, Kenneth H. X X X X
LOP8Z-McCormick, Cella APTB
McNEH3-ri, Kathryn X X X
Mirando, Elinor X APTB
Mor&l\i, A Robert X X X X
Morgan, Steven R. X APTB X
Morri., Mark W. X X
Mullholand, S-oyd J. X X X
Neoon, Stephen G. X X
Nickeson, Rob4lrt W. X X
Pantages, Erstratloa F. X APTB X
Patranena, Pamela M_ X APTB X
Savel, Greg H. X X
Sperber, Donna X
Sterling, Fran E. X APTB X X
Stiglitz. Avery X X X
Vlator, Rickey X X X
VlYerito. John C. X X X
W1ittt, Thomu R: APTB X
WnkJer, Ann R. APTB X
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CITY OF CLEARWA TER
PINELLAS COUNTY PHYSICIAN COMPARISON
Augult12,1994
CIGNA PRUDENTIAL BCIBS OF FL HUMANA
X A B
NAB X
APTB X
NA X
Suncosst Has X
APTB X
APTB
APTB X
NAB X
X
X
X APTB
APTB X
X T8
X NAB I
NAB X i
,I
Suncoast Has X
NAB
APTB X
APTB X
X
APTB X
.
WITTNER & COMPANY
CITY OF CLEARWA TER
PINELLAS COUNTY PHYSICIAN COMPARISON
August 12; 1994
FAMIL Y PRA CTleE ClGNA PRUDENTIAL /JClBS OF FL HUMANA
Alvarez, WIlliam NAB X
Artona, JoS8 In Recruitina
Beasley, Jon In Credentiallno
8ellingar, Bridget APTB X
Brandl, Eldon DaJe ~ st. Anthony's X X
Bromberg, Richard L. X APTB X X
Campanile, RJchard NAB X
c.rson, ThOTl'lat X APTIl
Chapman, Gtenn S. X NAB
Clarkson, Frederick Suncoast Hosp X
Culberson, Jerry D. In CredenUallng X
Dawson, Robert l. X X
Dean, IGmbeny X APT8
Dominique, Jean st Pate Gen X
DtJonQ, Cu NAB X
Epstein, BfUC8 APTB X
Escobales, Juan X
Falla. Juan X Cigna Health Ctr
Finley tRoy X APTB
FInn, Myra X
Fraser, Malcolm X X
Gostigian, John J. X APTB X
Greengold, Julian B. X X
Grimshaw, Jamas D. NAB X
Guerrier, Frederic X X
H~elbaker, Roger D. X Cigna Health ctr
Hicks, DavId L X APTB X X
Hobbs, David J. X X
Hyler, James E. X .APTB
Joule, Deborah E. APTB X
Joviak-Tavemier, KJ. X an Leave
. -M- , John N. X Ciqna Health Ctr
Kaleel, Todd St P~te Gen X
Kay, 'NJater APT8 X
Kern, John St. Anthony'. X
K1dd. Richard Suncoast Hosp X
Killinen, John R. APTB X
Kos tamo , Paul A X APTB
lan:, Cesar A- X APTB
Usughlin, Roger A X APTB X
lett, II, J.me.a E. X X
loux, Jeffrey W. St Pet8 Gen X X
Mares, Paul st. Pete Gen X
McCormick.. Wayne X X
McLaughlin, T. Baine X X
Mitchell, GregOry W. X NAB
Moore, Carl APT8 X
Morales, Ped:"O J. X X
Morency, Yves X ClOna Health Ctr
Murray, Undn P. X NAB X
.
WITTNER & COMPANY
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FAMILY PRACTICE / pg 2 CJGHA PRUDENTlAL BClBS OF FL HUMANA
Nagy. Jonathan P. X
Newsome. David R. X Cigna Health Ctr
Not Corvelia X Cigna Health Ctr
Norstein. Marie 8. X APTB X
Norton, Fay X APTB
Nguyen, Tu No HOlp PrtY X
Olson, Can J.X X X
Plonka, Elizabeth D. - X X
Prawer, Jccl E. X APTB X X
Purcell, Christopher X
Quinn, Thoma NAB X
Renly, Michael T. APTB X
Robcrt5. Joel NAB X
Robinson, Thomas X NAB
Rohpie, Ralph A X X
Schwartzberg, Roger NAB
Shay, Mark A. X X
Skinner, Tara L. X X
Smallwood, Michael X
Sourbeer, Jeffrey X X
Sourb&er, John X X
Southard, Paul K. X
Springle, Joseph P. X APTB
Spuz:a, Michael P. NAB X
StrAub, Paul X X
Taylor, G. Barry X St. Pete Gen
Thomas, Annie X
Wilhelm, John J. X APTB X
Witt, Kevin X APTB
VJyko, Robert 8. APTB X
Yanuck, Michael APTB/Pasco Cty X
Zalkin, Adallne NAB X
Zimmerman, Raymond In Recruiting
'. ; "
.
\VITTNER & COMPAl"lY
. , * ,.',. .' '," ',;. . .,'. ' :'. . '. .'. '. . " (' : ,- " . '.. .' , ~ . . . .
CITY OF CLEARWA TER
PINELLAS COUNTY PHYSICIAN COMPARISON
August 12, 1994
i:
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INTER~L PRAcnc~ CJGNA PRUDENTIAL BClBS OF FL HUMANA
Avery, James A- X
Awan, Rasheed NAB X
8aicum, Sushllla NAB X
8I11rakl., Emanuel
Bhullar, lnderjlt NAB X
Blanchard, Richard X -X
Brady. Keith, X APTB
Bridgeford. P.aul H. NAB X
Brown, WI/iam C. X X X
Bums, E. Eddy NAB -(SPMC) X
BYrMst8f, Richard NAB (SPMC) X
Coyle, Margaret X Gigna Health etr
Crist. Charles J. X APTB X .
Culbe~on, Jerrv In Credentlallng X
Daniel. Meureen NAB X
Delgado, RIcardo S. X X
Denny. Kevin M. SPMC & SCP X
Desai, Akshay M. In RecrvitinQ v
^
Desai, Anup N. X X X
Dural, P.S. X NAB X
Eaddy, Jo~ph A X X
Eidinger, Stanley X Cigna Health Ctr
Elliott, Brian E. NAB - SPMC X
Ellis, Yael Yokel X X
Ettel. Ge<:lr~o SPMC X
Farulla, Cal1T'l&tla X NAB
Femandez, Lui$ X POS - SCP
Free, Harry J. X X
Graves. William T. X X X
Grenz, Susan K APTB X
Hansen, Raymooo X
Hays, Richard NAB X
Hayward. Edward Clwtr Cmmty X
Jimenea. C<lrfin. X Cigna Health Ctr
tu.tz., Emii X
Ki~, Chrisoula X X
Kramer, Jane X X
Kubik, Karina In CredentlalinQ
Laguna. Joseph A X NAB X
Levenson, Jeffrey NAB X
Linder, OwQn X
Longacre, Oavk1 X NAB-PAR-SCP
Lopez, Rene S. NAB X
Lorenzo. Mayra FrAB X
Major, I(Qthlaen J. X Cigna Hoalth Ctr
Malonso. Ro~tituto D. X X
M~rsh~lI, R. Holly NAB X
Marinez, Edu~n"do H. NAB X
McNeel, H. Brantiey X
MI~ischia. Richard J. X NAB
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IHTERNALPRACnCElpg2 CIGNA PRUDENTIAL BClBS 01' ~L HUMANA
Mulroy, Patrick X
Naik, Rajankumar X APTB X
Naman, S. In RecrultinQ
Namey, Joseph J. X NAB X
Nava-Moaquera, DolorM Sl Pate Gen'l X
Ne{feld, Kenneth X
Neri, Karen. NAB X
Nestor, GreQory - X
Neuwirth. Robert NAB X
O'Dell, Sharon M. X X
Paganlnl, Cynthl M. X X
Panara, Jaysukhlal In Credentialing X X
Patel. KJr1tkumar D. X APTB X
Patel, Mehul NAB X X
Patel, VlJay St Anthony's X
Phillips. Monlr X
P~no, Arthur X NAB
Posner, Gary P. X Cigna Health Ctr
Price, Douglas E. X
Raffinan, Maria St Pete Gen'l X
Roo, Rav/shankar In CredentlallnQ X
RfJynolda. Eugene In CredentlalinQ X
Rlnde. John NAB X
Rivenbark. James F. X X X
R0gers, Newton W. SPMC X
Rose, Trevor NAB X
Rosin, Jo~ph H. X NAB
Sch!alJ, Aron CIwtr Cmmty X
Schwartz, Steven X X X
Scian, Louis F, X w
^
Shah, Hemant NAB X
Shah, Mehul X
Shah, Nandklshor X NAB X
Shah, Samir C. X
Shah, Sonal X NAB
-
Shobe, Robert X X X X
Smith, Bruce P. "
X X
Smith. Nalson A. X X
Smitherman, Mari< H. X X X
Sprny, Don M. SPMC X
SPUZ8, Mich~1 X X
Stag. James X X
Stoll, Elizabeth A. APTB X
Sucher, Cart X
Taunk, Jawahar L. X X
Teytelbaun, Leo R. NAB X
Thompson, Michael J. X
Timmons, Richard F. X X
Trevino, MijJuel F. X X X
iripodis, Stanton P. -,
X APTB
Vacaitis, Jolln S. X X
WatKins, LM C. X X
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Wehr. Susan M. NAB X
VV'nltln ,Mark A- X X X
Wiliams, wald X NAB
Williamson, Doroth L. Mad Oir/AVMED
Wood bur, DonsJd X
VVooda, ~ D. PMC X
Worth Jose M. X X
Worth Randal . X NAB X
Zaharowitz, Herman NAB
.
WITTNER & COMPANY
....-:}!
TO:
Betty Deptula, City Manager
~3
CITY OF CLEARWATER
P.O. BOX 4748
CLEARWATER, FLORIDA 34618-4748
City Commission
MEMORANDUM
FROM:
Fred A. Thomas, Commissioner
DATE: September 8, 1994
SUBJECT: Health Care Presentation
COPIES: Mayor, Commissioners
----------------------------------~---------------------------------------------------------------------------------
On the Health Care presentation for Prudential, please run a very quick doctor/patient analysis
on Blue Cross/Blue Shield in program versus Cigna to determine the amount and percentage of
doctor change the employees would have on a Blue Cross/Blue Shield issue.
I am interested in seeing if the employee/doctor changeover is as high a percentage as in the
Prudential program. Thank you.
FAT/sr
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CITY OF CLEARWATER
RFP 140-94 Health
August 12, 1994
Enrollment Assumptions (Active Employees Only)
"DPP
674
83
757
".":,<',,'.;:,/itpp).../} ?,(
263
242
505
,.::'::':::..:'.::':Sfatt..,:::j.(',;::!:::!..r..::j':1t'TOTAU!!::::
16
170
186 1,448
"'"'',:-;'''D''''p''.'iri':-;::,:-;''' """-;E.."""p,.."p""..'f';"S""'-;,:"':::f' 'f' ": ','
::::; , ",r::;,:::" :):, , ,::, "tay.:.
674 279
83 412
757 619
= 1448
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WITTNER & COMPANY
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CITY OF CLEARWATER
TOTAL COST COMPARISON OF PLANS
I :
:CIGNA
j
19t~'~~~:,~;~(_il
.CIGNA ':Btnnana
$4,956,026 $3,479,324
: peA
$4,409,712
, .;, ".:..~o'~:~'ii~i...:.';...:! ::i:.::;;~~~rdb"..:.:.::.': .:;,...:.,:~f?'~~:~;~~':..;::::!j: ,1:..:;...j;::;:1!;:;II::,\:';:I:':I:,'(:I:
$4,439,254 $4,044,458 $4,267,385 $4,261,944
*Does not reflect adjustment to claims reserve of $52,145 or deficit payment of $398,181
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WITTNER & COMPANY
2
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CITY OF CLEARWATER
Payroll Deductions
(Assume Current Contribution Formula)
~ CIGNA 1994
~
I
(
,::.'::'::::::.::.:j{':.:--.:.::....":,'...: : .: . .:. .' ::CIty';.;'::::::':..':"::;.::. '~!ilj~ll~~~l;, :;;r~~lIi~ll~;irl!jl
.... a es . . '.: ..
... '
. . ., .,' , .
..:::'...::.:........, . .. ... .. . . " .' .. ....
:"Corittibu'ti6Ji.)
Employee 180. 62 1 80 . 62 0 0
Family 443 0 1 0 262 . 39 121 . 10
EPP
Employee 166. 80 166 . 80 0 0
Family 404. 27 13 . 82 223 . 65 103 .22
STAFF
Employee 152. 26 152 . 26 0 0
Family 37 1 14 27 . 36 190. 52 87.93
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CIGNA 1995
I
~
{~
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3
.' ::Rates. . : : .. . ".City : '.' . .. .. ::"::F:mi?'py.~~: .' ." '. ....::Pel(PayU::{i};::-:
..
.
" ". .C6ntffHtitioIl. , :.' :D~dii~ti~ri':.:.::,::;:::
:. .':) .Coiitdbution: ,
. . .......... ..........
DPP
Employee 206.24 206.24 0 0
Family 499.21 0 292.97 135.21
EPP
Employee 189.73 1 89.73 0 0
Family 452.94 16.5 1 246.70 113.86
STAFF
Employee 173.56 173 .56 0 0
Family 413.38 32.68 207. 14 95.60
4
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~ HUMANA 1995
Rates
City
Contribution
. E........)...... .
.' wpp,yee
Contribution. ..,
I>.er'~siy::'':
:Deduction'
148.73
364.37
148.73
o
o
215.64
o
99.52
124.96
302.41
124.96
23.77
o
153.68
o
70.93
I PCA 1995
Rates
,. . .<;ity .
Contribution
../Jt,mpl9yg~.'...
'. Contribution ·
'PetTPa" ..,..... .
. ..........,:.._.:....~....,:.........
. :Dedlictioh):
165.33
405.07
165.33
o
o
239.74
.0
110.65
153.09
375.07
153.09
12.24
o
209.74
o
96.80
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J PRINCIPAL 1995 1
. . .. . ,.
Rates City El' '"
..ill' ace
.p.r.. .'.
Contribution. Contdbutioll:
DPP
Employee 1 71. 64 171. 64 0
Fanlily 420.98 0 249.34
EPP
Employee 165.93 165.93 0
Family 406.98 5.71 235.34
(Lo OPTION)
Employee 145.19 145.19 0
Family 356. 10 26.45 184.46
, . ...... ...........,.. ..
::::Pe':'.J<'p. ...a.'.'..y..'.....' ".
.,....:.:: ;. J,::.;' .::;';
. ..:D~dti~ti'O-ri,.,.)
i
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f~
115.08
108.62
,>
1\
"
85.13
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WITTNER & COMI)ANY
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I PRUDENTIAL 1995
Rates
City
Contribution
. Ell1ployee .
Contribution. '.
'Per>Pa" ......
.....y '.
D~dudioh: ..
180.12
439.06
180.12
o
o
258.94
119.51
156.63
381. 79
156.63
23.49
o
201.67
93.07
BLUE CROSS BLUE SIIEILD OF FLORIDA/
Florida Gut Coast Health Coalitioll 1995
Rates
. Qjtr ..... .'
ContHbution
.' ..ltmp!9Y~~ >.... . .
. .. ."....,....... .
'C...... "t' :-."':-"b' """'. 't....:-.. . .
on b ti Ion
.. . .. ." "..... . ."
.... .....:!>.~F.:.~~y:::;.':.:::..':..:::::.:
. ','I)educHol1::::.:::U:;::
. .. .,
151.19
395.01
151.19
o
o
243.82
112.53
EPP
Em 10 ee
Family
147.01
397.05
147.01
4.18
o
245.86
113.47
I
HIF IlEAL TII PLAN 1995
I
Rates
City..
Contribution
Erllplo:ree, i:." .. .':~~rJ:l~~'>:'::".:::
ConttibuHon': Ii" ..... : <:DedUclion:<j'::::
DPP
Employee
Family
189.72
531.61
189.72
o
o
341.89
157.79
EPP
Employee
Family
127.78
358.05
127.78
61.94
o
168.33
77.69
.
WITTNER & COMPANY
5
. '.. . .' ", ,:..,. '.'. <.. "" " '. ,:, ' .; :: . ..,.. '. . . .
SUMMARY OF CITY'S COST
CIGNA 1994 Bud et
CIGNA 1995 Bud et
CIGNA 1994 Cost
*CIGNA 1995 Cost
Humana 1995 Cost
PCA 1995 Cost
Princi al1995 Cost
HIP Health Plan Cost
Prudential 1995 Cost
BCBS 1995
, . . ..............CI'f"y':.S::C.OS.T..
$3 410,213
$3,860,252
$3 087 352
$3 488 909
$2,504,750
$2,831,794
$2 959 317
$3,089,198
$3,051,121
$2,613,074
*Does not include $ 52,145 Adjustment to claims reserve or
395 .181 Deficit Recovery
$447, 326 TOTAL
+3.488.909
$3,936,235
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WITTNER & COl\1PANY
6
'" ". .' .' .', . . . '. , . ,;" , . .' " " ' '.,: , '! ' . ". ' .' , . . . .,:' ': " '.
CITY OF CLEARWATER
HOSPITAL COMPARISON
Pinellas . .1
,
.,
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'~
,
'CIGNA" :Pr.(J~~~tj~l> .::rti~~~p~l"... ;'HIP'; ..., .... " ";lIum~tia< <lIij~~ri~::::
"neBS' peA
. . . ,
:-, ,; :::;6rijw-::;
. . . ,
..." ..... ,. .. ... ..
. .....,......
" . . . . . . , . . . . . . . . . , " . .. . .. ........'ltMo' 'poS"
, , , ' . . . .' .. . ...'.,., .........
, ... ... ...... . . '. . . " ". . . '. .,
'::, .. . . .. . ... . . .. , . . . ,. ..
,. .., . ..
,. ............ . .. ... ..,. : ::.::: :' '. ''; >:::':~:'
" ..., .
... . .
All Children's X X X X X X X
Bay Front X X X X X X X X
Medical Center
CIe3rwater X
Community
Hospital
Helen Ellis X X X
Gulf Coast X
Hospi tal
HCA Largo X X X X X X
Center
M~se X X X X X
Countryside
M~se X X X X X X
Dunedin
Metropolitan X
General Hospital
Morton Plant X X X*** X X** X
Hospital
Northside X X
Palms of (POS) X*
P:lsadena
St. Anthony's (POS) X
Hospital
St. Petersburg X X X
General Hospital
Sun Coast X X X
Hospital (No OB)
University X
General
Edward \-Vhite X
Women IS X
Medical Center
,j
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*Contract Pending
**Non-par would pay charges
***Out-of-Network--lO% discount off charges
.
WITTNER & COMPANY
7
HOSP1TAL COMPARISON
1lillsborough I
,.-
Prudential Pri ncipaL JiIP . .... :. .. .... ..' 'peA .If....;..'.".:-'.........: )ij~m#~~.:.;!.
CIGNA . Hens.. ". umana;'
. . ....'..:"". ,'."':,.... '. ... ..... ..., ,
.":'. .. .::..ofFL.... .....;.'....:........ /HMo: ....POS......
,...'... ,.'. . ....,,'.',..
.. . . > ... ' .... .......
... .. . ,. . .' .. .. ., ..,. .
AMI- X X
Memorial
AMI-Town X X X X X
& Country (No DB)
Brandon X X X X X X X X
fl. Lee Moffitt X X
South Bay X X
South Florida X X X X X X
Baptist Hospital (No DB) (No OB)
St. Joseph's X X X X X
St. Joseph's X X X X X X
Women's
Tampa General X X X X X
(No DB) (No OB)
University X X X X X X X
Community (No OB)
University X X X X X X X
Community
Carrollwood
(
Pasco ,
.'
'7
CIGNA
. .......
Prudential :-Priricipill 'HW: '"J3QBS . PCAJIll[11ari#::". ..:J.:I......:.9,.m~r...~.;....::.!:...';...
.ol'FLliMb .; ',' :-:}>.OS:;':,:;,:::::'
X X X
X X
):
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"
Dade City
East Pasco
Medical Center
fiCA
Bayonet Point
fiCA
New Port Riche
North Bay
Medical Center
X
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X
X
X
X
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X
x
X
X
x
x
x
@ID)
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PINELLAS COUNTY
PRIMARY CARE PHYSICIANS
q
~
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CIGNA H umana peA BeBS HIP Principal Prudential
ofFL
POS . ",. '.' ':::.::.
" . ..
:...,.:.:...,:....'.....:
...-,:::.. ,< '':' .' ':'.:: ....;':
Family Practice S3 24 45 30 29 31 18
General Practice 8 6 19 10 3 --- ---
Pedi atricians 42 23 20 30 8 23 13
Internal 45 30 27 53 7 43 41
Medicine
subtotal 148 83 111 123 47 97 72
OB/GYN 34 43 27 29 14 30 19
Total 182 126 139 152 61 127 91
": . Same ::.....Same< '. '. .' :'$~m~i'
HMO 'Same
.. .... ..
..... ..,
Network Network :NetWork '. >: ',."Nefwoilei
Family Pr:lctice 53 24 45 30 31 18
General Practice 8 6 19 10 --- ---
Pediatricians 42 23 20 30 23 13
Internal 45 30 27 53 40 41
Medicine
subtotal 148 83 111 123 90 72
OlJ/GYN 34 28 27 29 30 19
Total 182 111 139 152 127 91
. STAFF . . . . :.':" . <<::}
.::,.:
Family Practice 7
General Practice 0
Pediatricians 6
Internal 41
Medicine
subtotal 54
OB/GYN 34
Total 88
.
WITTNER & COMPANY
9
'" . ~ .
, " Z~:"~','.:, ": '0 ',' . :. ,.',. ',". "" ',::-::' ':.,:", " : ".',':- < ~'" ,.'.< ,', ~.' '.~',:.:; .''-'.',: .;. ":'.',"', ". ',: ..:
EMPLOYEE COUNT BY ZIP CODE/PINELLAS COUNTY
.,;
IIumana BC/BSHMO Prudential . .
.
. . .'
33701 3
33702 4
33703 6
33704 3
33706 5
33707 2
33708 3
33709 4
33710 8
33711 5
33712 5
33713 4
33714 6
:m:::::::::ir::::::::Qlat.rwai~pI}mi:::::::::::::
34615 226
34616 147 1 FP SPed; 101M- 2FP .' SFP-3.Pec:l- . flINt.
. ,. .. .,.... ,. . .
34619 65 .. ,.. . ....... .. .. ." .:.
, ..
34620 16 , .............C.
'.' . . .. .'. .
j4621 3FP; . , " ..... , ......
43 11M.. 2FP' '. 'lFP'JPd'.
.. . '. . .....' ....... ..r .... ..e:
34622 .. 5 ..' FFp. :......., : ....., :.,,;::
., '. .'::.".. ::.,.
34623 . '58 . 1JM IFP;]:tM '.' '.' . ... '.'lIl\{:
I' ..
34624 6 ::. ',.. .. ....... ."d.
....:H'
.' '" . . ...... .
34625 56 21M; 3 Ped 2Ped ..... .::
. . .., ,.
34630 18 '. .
34635 10
34640 55
34641 37
34642 17
34643 12
34644 20
34646 14
34647 11
34648 15
34677 27
'H::'.::.::':riilffi::JIilfboH::i.:r:.},::
. .
34683 84 1 1M 1 11\1
34684 55 2 Ped 3 1M; 6Ped 1 FP;l IM
34685 3 3 F'P; 2 Ped 2FP
34689 25 1 1M
.::::t:m:::S.~tet'Y..'i:IIarbor.::.:':".::.:'
34695 57 1 1M
.;::'.,:.!;:)':';'::;'.::'uiHitklili'::::j:.:)::::t>::-.
34698 1 12 1 1M; 1 FP 2 FP; 2 1M
TOTAL Employees 1,252
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WITTNER & COMPANY
10
HM:O BENEFIT COMPARISON
.. Bene' .
Hos ital
Office Visit
S ecialist
Lab/X-Ra
Annual '
Exam
Emergency
Room
Prescription
. CIGNA ..
$200 er admission
$15
$15
$15
$15
BCIBSof'FL>'
$100 co- a da s 1-5
$10
$10
$10
$10
...... ':':;~Prlidentlat>;::':;'t .;":':,:;::::tiHirlaniL:?::::i:})m:
. ,....
$200 er admission $200 er admission
$15 $15
$15 $15
$15 $15
$15 $15
$50 Co-pay
$50 Co-pay
$50 Co-pay
$50 Co-pay
$5
$10 Generic
$5 Generic/$10
Brand
$5
*Self referral/Open access for OB/GYN Services
.
WITTNER & COMPANY
11
Benefit
Hospital
Office Visit
S L'Cialist
Annual Exarn
Out-patient
Sur er
Emergency
Room
Diagnostic
Lab/X-ra
Prescri tion
Out-or-Pocket
Co-insurance
Maximum
Life-time
Maximum
~t
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Benefit
"
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Hospital
Office Visit
S ecialist
Annual Exam
Out-patient
Sur Jer
Emergency
Room
Diagnostic
Lab/X-ra
Prcscri ption
Out-or-Pocket
Co-insurance
Maximum
Ij fe-time
Maximum
POS lIMO BENEFIT COMPARISON
CIGNA
In-Network
$200 per admission
$15
$15
$15
$50 co-pay
$50 Co-pay (Waived
if admitted
$15
$5
$1,000,000
*PrudentialPOS
In-Network
$200 per admission;
90%
$15
$15
$15
90%
$50 co-pay
90%
$15
$10
$ 1,000
Unlimited
CIGNA
Out-of.. Network
$500 deductible;
$1 500/Famil
Deductible' 70 %
Deductible' 70 %
Deductible' 70%
Deductible; 70%
Deductible; 70 %
Deductible; 70 %
Deductible; 70 %
Oed. + $3,000;
$6,000 per family
$1 ,000,000
Prudential POS
Out-of-Network
$500 deductible;
$1,500 er familv
Deductible; 70 %
Deductible; 70 %
Deductible; 70 %
Deductihle; 70 %
Deductihle; 70 %
Deductible; 70%
$50 Deductible;
70%
Deductible +
$ 3.000
$1,000,000
*Self-referral/Open access for OB/GYN Services
DC/DS of FL
In-Network
$200 per admission
$15
$15
$15
Hospital $100
Ph sician $25
$50 Co-pay
$15
$5
Unlimited
HumanaPOS
In~Network
$200 per admission
$15
$15
$15
$50 co-pay
$50 Co-pay
$15
$5
$] ,000,000
.
WITTNER ...~ COMPANY
BC(ll.S~I:.~.":.:
Out~f.;;N etwodf
$500 deductible;
No famil limit
Deductible' 70%
Deductible' 70%,
Deductible' 70%
Deductible; 70%
Deductible; 70%
Deductible; 70%
Deductible' 70%
Ded. + $3,000;
No family Limit
$1,000,000
. !IlJl"l1al1~~Q~"..,
Out .;;Qf~ N' etw()fk i
$500 deductible;
$1,500 er famil
Deductible; 70%
Deductible' 70%
Deductible' 70%
Deductible; 70%
Deductible; 70%
Deductible; 70%
Deductible; 70%
Ded. + $3,000;
$6, OOO/fami! y
$1,000,000
12
CITY OF CLEARWA TER
PINELLAS COUNTY PHYSICIAN COMPARISON
August 12, 1994
'i
..
INTERNAL PRACnCE ClGNA PRUDENTIAL BClBS OF FL HUMANA
Av.rv, Jame. A. X
Awan, Rasheed NAB X
a..cum, SuahllJa NAB X
BlllrakJ.. Emanuel
Bhullar, In<lerjlt NAB X'
Blanchard. Richard X X
Bradv,. Keith ' X APTB
Brklaeford, Paul H. NAB X
Brown, wm.m C. X X X
Bums.E. Eddy NAB SPNC X
Bvmaster, Richard NAB SPMC X
-Covle, "'.raaret X Cigna Health Ctr
Crist. C harles J. X APTB X
Culbenon, Jerrv In Credentlallng X
Daniel, Neureen NAB X
Delgado, Ricardo S. X X
Denriy~ l<evln M. SPMC &SCP X
Desai, Akshav M. In Recruiting X
Desai, AnuD N. X X X
Dural, P .s. X NAB X
EaddY, JouJih'A. X X
Eidinger, Stanley X Cigna Health Ctr
clliott. Brian E. NAB - SPMC X
Ellis, Yael Yokel X X
Ettel, George SPMC X
FanJlla, Carmella X NAB
Fernandez, Luis X POS-SCP
Free, Harry J. X X
Grave" William T. X X X
Grenz, Susan K APTB X
Hansen, ~aymon<t X
Hav$, 1{5chard NAB X
Havwarc( Edward CtwtrCmmty X
Jimenea, Carlln. X Cigna Health Ctr
Katz. Emil X
Kiriazis, Chrisoula X X
Kramer, Jane X X
Kubik, Karina In CredentiallnQ
LaQuna, Joseph A- X NAB X
Levenson, Jeffrey NAB X
Linder, Owen X
Longacre, David X NAB-PAR-5CP
La-pU, Rene S. NAB X
Lorenzo. Mavra NAB X
Maior, Kathleen J. X Cigna Health Ctr
Makm60, Restituto D. X X
Marthall,R. HollY NAB X
Marinez, Eduardo H. NAB X
McNeel, H. Brantlev X
MI5Sischll, Richard J. X NAB
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Mulroy. Patrick X
Naik, Rajankumer X APTB X
Naman, S. In ReCl\lttlng
Namev, Joseph J. X NAB X
Nava-Moaquera, Dolores Sl Pete Geo1 X
Nelfeld. Kenneth X
Neri, Karen. NAB X
Nestor, Greaorv X
Neuwirth. Robert NAB -X
O'Dell. Sharon M. X X
Paaanlnl. Cvnthl M. X X
Panara, Javsukhlal In Credentiallrlg X X
-Patet, KJrltkumar D. X APTB X
Patel, Mehul NAB X X
Patel. VlJav St Anthony's X
Phillips, Monlr X
Piano, Arthur X NAB
Posner. Gary P. X Cigna Health Ctr
Price. Douglas E. X
Raffinan Maria St Pete Gen'l X
R-ao, Ravtahankar In Credentlallng X
~.ynold., Euaene In Credentlaling X
Rlnde. John NAB .x
Rivenbark. James F. X X X
ROQers, Newton W. SPMC X
Rose. Trevor NAB X
Roaln. Joseph H. X NAB
Schlau. Arc" Clwtr Cmmty X
Schwartz, Steven X X 1(
Scian. Louis F. X X
Shah. Hemant NAB X
Shah, Mehul X
Shah, Nandklshor X NAB X
Shah. - Samir C. X
Shah. Sonal X NAB
Shobe. Robert X X X X
Smith. Bruce P. X X
Smith. Nelson A- X X
Smitherman. Mark H. X X X
Spivey.-Oon M. $PMC X
Spuza, Michael X X
1 ~ James X X
: toll. Elizabeth A. APTB X
Sucher, Carl X
Taunk. Jawahar L. X X
T evtelbaun, leo R. NAB X
"hompaon. Michael J. X
immon., Richard F. X X
Trevino MIGuel F. X X X
TriPOdI. Stanton p. X APTB
\laoaiti$. John S. X X
Watkins Lee C. X )(
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~ Jonathln P. X
Newsome. David R. X Cigna Health Ctr
NoI. CcrveliS X Chma Health Ctr
Ncrsteln. Mark B. X APTB X
Norton, Fay X APTB
Nguyen,Tu No HOlD PrIv X
Olson, Cart J.X X X
Plonka, Elizabeth D. X X
Prawer, Joel E. X APTB X X
Purcell, Chrlatoiiher X
Quinn, Thoma NAB X
Reilly, Michael T. APTB X
Roberti, Joel NAB X
Robinson, Thomas X NAB
RohpJe, Ralph A X X
Schwartzberg, ROQer NAB
Shay, Mark A. X X
Skinner, Tara L. X X
Smallwood, Michael X
Sourbeer, Jeffrey X X
Sourbeer. John X X
Southard, Paul K. X
Springl., JOMph P. X APTB
Spuza, Michael P. NAB X
straub, Paul X X
Taylor, G. Barry X St. Pete Gen
Thomas, Annie X
'Nilhelm, John J. X APTtf X
Wtt. Kevin X APTB
VWko, Robert B. APTB X
Yanuck. Michael APTB/Pasco Ctv X
blkin, Adallne NAB X
Zimmerman, Raymond In Recruitin~
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CITY OF CLEARWA TER
PINELLAS COUNTY PHYSICIAN COMPARISON
Augu.t 12, 1994
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GENERAL. PRACTICI! ClaNA PRUDENTIAL BC18S OF FL HUMANA
-aellingar, Bridget A X APTB
BumeU. James NAB X
Canton. Lany D. X
Gostlgian, John J. APTB X
Grove, Jeffrey AAB' X
Grov..' Ronald Suncoalt HOSD )(
HaleY, Bobby R. APTB -X
Holland. Gary G. X APTB
Kav. Waltar J. APTB X
Kewa8han, William NAB )(
Levine, Gary R. X
Levine, Larry R. X
Mazer, Staphen X APTB
Moench. . C. APTB X
Norton, Frank B. X At'1~
Occhipinti, Marcus X NAB
Patterson, Jr., Russell NAB X
Pettine. Samuel Suncoast Hosp X
RiQgs. Paul NAB X.
:>>andler, stuart APTB X.
)tJgal. ~ )amuel J. APTB X.
Spuz.. J:eUcia X
StrlkowakY. Stuart APTB X
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PINELLAS COUNTY PHYSICIAN COMPARISON
August 12, 1994
PEtJlA TRIeS CIGNA PRUDENnAL BC/lJS OF FL HUMANA
Aconi.. Peter In Recruiting
Amln, Dlptt X X X
ArrOYO, Fernando APTB X X
Bender. Jan X APTB
Bennett. Jean L. X X X
Blacker, Barry F. X APTB X
Boljeic, CUnja X C~na Health ctr
Caloto, Emma APTB X
Cano, Carlo. J. X APTB X
Carson, Thomas e. APTB X
Cheek. Julie NAB X
Cibran, Marlon X APTB X
Cord., Jr., John H. X APTB X
Dawber, Nancy H. APTB X
DImarco. Calla X X
Dwyor. James A- X APTB X X
Elli., Lynne N. X APTB X
Epstein, Bruce A. )( APTB X
Fauber, Dean H. APTB X
French, Deborah A. )( X X X
Gallagher, Pam~la J. X APTB X
GokJachmidt, Mark N. X APTB X
Game., Antonio Frank X X X X
Hanley. John Patrtck NAB X
Hanley, Kay Knight NAB X
Haynes. Shir1ey M. X APTB X
HenneGSY, Thomas N. X APTB X
Hicks, David L. X APTB X
Johnson, Audrey M. X APTB X X
Johnson, WUIam Stephen X X X
Kagan, Brian M. X APTB X X
KelleY, Kennoth H. X X X X
lOJ)8Z-McCorrnici. Cella APTB
McNeely, Kathryn X X X
Mirando, Elinor X APTB
Morelli, A. Robert X X )( X
Morgan, S aven R. X APTB X
Morril, Mart w. X X
Mullholand, Boyd J. X X X
N.lson,~-'phen G. X X
Nick.lOn, Robert W. X X
Pantages, Ers1ratlo. F. X APTB X
Patranen8, Pame'a~. X APTB X
Sav.'. Greg H. X X
Sperber, Donna X
Sterling, Fran E. X APTB X X
Stiglitz, Avery X X X
Viator, Rickey X X X
VNllrlto, JoIln C. X X X
'Nhite Thoma R. APTB X
~nkJer, Ann R. APTB X
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CITY OF CLEARWATER PREPAID DENTAL BENEFITS COMPARISON-August 12, 1994
MEMBER PAYS:
lDP
Basic
lDP
Hi Option
ADP
Presidential Plan
DIAGNOSTIC:
0120 Periodic oral examination............................. $5 Per Visit.. ....... ............. N/C....... .... ........ N/C
0220
0272
X-nAYS:
0210/0330 Intraoral-periapical full mouth series or panoramic film
(one every 24 months)...................................... ..... N/C...................... N/C................... N/C
Intraoral-periapical single film...................... ... ........ N/C...................... N/C ................... N/C
Bitewings 2 films. _............................................... N/C.. ...... ......... ..... N/C................... N/C
PREVENTIVE CARE:
I 110 Prophylaxis - adlllt (1 every 6 months)....................... N/C...................... N/C ................... N/C
RESTORATIVE (fillings):
2140 Arnalgam-one surface (permanent)................. ...... ..... N/C.. ..... ............... $10. .................. N/C
2150 Amalgam-two surfaces (permanent)........................... N IC.. ... .. . . .. .. . ... .. ... $20................... N IC
2160 Amalgam-three surfaces (permanent)......................... N/C...................... $30................... N/C
2752 Crown-porcelain fused to noble metal............. .......... $225.. ...... ............. $245 .... .............. $185
ENDODONTICS (root c;jnal):
3310 One canal per tooth ....... ..................................... *$100................... *$125................. +$55
3320 Two canals per tooth..................... ...................... *$190.. ...... ........... *$185.......... ...... +$125
3330 Three or more canals per tooth..... ...... ................... *$220.............. ..... *$280................ + $180
ORAL SURGERV:
7110 Extraction single tooth................ ........................... N/C...................... N/C ................... N/C
7240 Extraction - full bony impaction.......................,...... *$75..................... *$95................. +$75
PERIODONTICS (gum treatment):
4210 Gingivectomy or gingivoplasty (per quadrant)............. *$95................... *$160................ +$110
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PROSTHETICS (full and parthtl dentures):
5110 Complete upper (standard)................. ................... *$240................... *$240................ +$175
ORTHODONTICS (adult or children):
8560/110 Routine 24 month ruBy banded case......,...Undcr 190nly;Maximum...............Maximumfccwill...........Sl,600maximum
With Pl/rricipatin8 orthodolltist only........"..,,,.. fee 10 member of S 1 ,lIOO.......... ....not exceed $2,100 ..... ............. for children
GENERAL DENTISTS IN PINELLAS COUNTy...... ..............44"...................... 22..................... 22
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"'SI'ECIALlST CARE: All dcnl:.ll procedures will be provided to the subscriber in accordance with the Plan Benefit and Co-payment
Schedule as long as that procedure is within the scope nnd competence of general dental practice. For those cases in which the
procedure is beyond the scope llnd competence of the participating general dentist (i.e., certain oral surgery, endodontics, periodontics,
pedodontics), the subscriber will be referred to II Participating Specialist (where participating specialists arc available), and receive 25 %
discount from the usual customary and reasonable fee (VCR) of (he specialist.
+ Same co-pay if services done by participating specialist
MONTHLY nATES:
Enlployee..,. ... .., ,." ......... .., ...... .................,. ... ......... .., .... 10.50. ....... ..... ..... ... 6.95...... ... ..... ... 10.40
Enlployec + I. .."......... ... ." ... .., ............... .... .,..,..,....... .... 18.00. ...... ...... ....... 10.95..... .... ..... ... 19.00
Enlployee + 2 or nlore.. .,. ..' ...... .,............. .... ... .,.....,........ 24.70. ....... ..... .......16.50......... ..... ... 29.45
Elnployee + 3 or Inore..... . ,..... " ................ ,., ............ ... .... 24.70. ....... ..... ....... 16.50... ...... ..... ...29.45
RATE GU ARANTEE...... .............................................. 3 years................ ..2 years............. 2 Years
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MEMBER PAYS:
Denticare
Elite
Advantage
Dental
DIAGNOSTIC:
0120 Periodic oral examination........................ .......... ............. N/C ........... ............. ......... $5
X-RA YS;
0210/0330
0220
0272
Intr<\ora1-periapical full mouth series or panoramic film
(one every 24 months) ............................ .......... ............. N/C ..... ...... .................... N/C
Intraoral-periapical single film ......................................... N/C ............................... N/C
Bitewings 2 films. ......................................................... N/C ............................... N/C
PREVENTIVE CARE:
1110 Prophylaxis - adult (1 every 6 months) ............................... N/C ...............................N/C
RESTORATIVE (fillings):
2140 Amalgam-one surface (permanent).... ...................... .... ....... N/C ............................. ..N/C
2150 Amalgam-two surfaces (permanent) ................................... N IC .. .. . ... ... . .. . .. .... .. . .. ... .. N/C
2160 Amalgam-three surfaces (permanent).................. ................ N/C .. ............................ .N/C
2752 Crown-porcelain fused to noble metal ................................ $190 ........ ............ ... ....... $230
-ENDODONTICS (root canal):
33 10 One canal per tooth.... . . . . . . . ., .., . .. . . . . ... ... .. . ... . .. . .. . ., . ... . . .... . *$90 .... . .. . ... ... . .. ... . .. . .. ... *$105
3320 Two canals per tooth.............................. ................ ..... *$150............................. *$180 .
3330 Three or more canals per tooth....................................... *$175........... .................. *$215
*ORAL SURGERY:
7110 Extraction single tooth ................................................... N/C ...............................N/C
7240 Extraction - full bony impaction ......................... ....... ....... *$75....................... ....... *$75
*PERIODONTICS (gum treatment):
42 10 Gingivectomy or gingivoplasty (per quadrant) .. ....................... *? ....................... ....... *$80
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*PROSTIlETICS (full and partial denture4i):
5110 Complete upper (standard) ...................... .......... ............ *$21.0.......... .......... ......... *$240
*ORTHODONTICS (adult or children):
8560/80 Routine 24 month fully banded case. .............. ......... ........ ..... .25 % of fee to............... ......... .....S1 ,600 ma:cimum
Willi Panicipating OrrllOdoll1isl Dilly.... ........ ....... ..... ................. $500 maximum... ........ ............ ............. for children
GENERAL DENTISTS IN PINELLAS COUNTY ................................10................................. 39
'SPECIAI.IST CAllE: All dental procedures will bc provided to thc subscriber in accordance with the Plan Benefit and Co-payment Schedule
as long us that procedure is within the scope and competence of general dental practice. For those cases in which the procedure is beyond the
scopc and competencc of the participating general dentist (i .e.. ccr1:lin oral surgery, endodontics, periodontics, pedodontics), the: subscriber will
be n:fcrrcd to a Participating Specialist (where participating specialists arc aV:lilable), and receive 25 percnct discount from the usual customary
arId reasonable fee (U CR) of the specialist.
l\10NTIILY RATES:
Employee . .. . .. . . . . .. . .. . ... . . . .. .. .. .. . .. . .. . . .. . .. . .. . .., ... . .. . .. . .. . .. . .. . ... .. . .. . .. 6.99 ....... . .. ... . .. . .. . .. . .. .... 10. 10
Employee + 1............................................................................ 8.99 .............................17.80
Employee + 2 or 010 re . .. . .. . .. .. .. .. . .. . ... . .. . .. . .. . .. . ... .. . ... . .. . .. . .. . ... .. . . .. . 13.99 ............................. 24.40
Employee + 3 or more............................... ...................... .......... .13.99.............................24.40
R A TI~ G VA RA N1'EE. . .. . .. . . . . . . . . . . . . . . .. ... . .. . . . . . ,. ... .. . . .. . .. . . . . .. .... . . . .. 1 year...... ~ .. . .. . ... ... . .. ... ... 1 Year
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WITTNER & C()MPANY
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MEMnERPAYS:
OHS
Plan 100
OHS
Plan S100
OHS
Plan 230
OHS
Plan S230
DIAGNOSTIC:
0120 Periodic oral examination .................... .....$3 ..........................$3............. $3................ $3
X-RA YS:
0210/0330
0220
0272
Intraoral-periapical full mouth series or panoramic film
(one every 24 months) ............ .............. N/C ............... ........ N/C .. ......... N/C. ..... ........ N/C
Intraoral-periapical single film ................ N/C ....................... N IC ........... N/C .............. N/C
Bite\vings 2 films................................. N/C ....................... N/C ...........N/C..............N/C
PREVENTIVE CARE:
1110 Prophylaxis- adult (1 every 6 months)...... N/C ....................... N/C ...........N/C..............N/C
RESTORATIVE (fillings):
2140 Amalgam-one surface (permanent). ... ...... ... $10 ........................ $10 ........... N/C .............. N/C
2150 Amalgam-two surfaces (permanent) .. ..... . ... $21 ........................ $21 ............ $11 ............... $11
2160 Amalgam-three surfaces (permanent). ...... '" $30 ........................ $30 ............ $16............... $16
2752 Crown-porcelain fused to noble metal..... ..$280 ..................... ..$280 .......... $250............. $250
ENDODONTICS (root canal):
3310 One canal per tooth...................... ...... *$120 .................... +$120 .... ...... *$90............ +$90
3320 Two canals per tooth .......................... *$175 .................... +$175 ......... *$155.......... +$155
3330 Three or more canals per tooth.. .., ..... .... *$220 ............ ... ..... +$220 .... ..... *$200.......... +$200
ORAL SURGERY:
7110 Extraction single tooth .........................*N/C ....................... N/C ......... *N/C..............N/C
7240 Extraction - full bony impaction ....._........ *$80..................... +$80.......... *$75............ +$75
PERIODONTICS (gum treatment):
4210 Gingivectomy or gingivoplasty (per quadrant)*$120 ................ +$120 .........*$120.......... +$120
PROSTHETICS (full and partial dentures):
5110 Complete upper (standard) ................... *$245...............,.... +$245.........*$230.......... +$230
ORTHODONTICS (adult or children):
8560/110 Routine 24 month fully band~d case.., 25% of f~c up ....... Under 19 only; Maximum.................UCR ... $1,600 maximum
WithParticipating orthodontist orlly 10 S500 maximum......... fee of mcmbcr of SI ,800.. ....... ...Iess 25 % ........... for children
GENERAL DENTISTS IN PINELLAS COUNTY .......51 ..........................51 ............. 51................ 51
*SI)ECIALlST CARE: All dental proet:dun.:s will be provided to the subscriber in accordance with the Plan Benefit and Co-payment Schedule
as long as that procedure is within the scope and competence of general dental practice. For those cases in which the procedure is beyond the
scope and competence of the participating general denlist (i.e., ceruin oral surgery, endodontics, periodontics, pedodontics), the subscriber will
be referred to a Participating Specialist (where participating specialists arc available), and receive 25% discount from the usual customary and
reasonable fee (UCR) 0 r the specialist.
+Samc co-pay if services done by specialist
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MONTHLY RATES:
Elnployee ....................................................... 5.95.......................6.95...........9.10............10.10
En1ployee + 1..................................................10.30 ......................12.20 .........15.80............17.85
Employee + 2 or morll ....................................... 17 .50........... ......... ..20.50.........22.05............25.05
Employee + 3 or morc ....................................... 17.50.................... ..20.50......... 22.05...... ...... 25.05
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PREPAID DENTAL BENEFiTS COMPA1USON
MEMBER PAYS:
CIGNA
LT-92
CIGNA
WI-92
DELTA
230
DIAGNOSTIC:
0120 Periodic oral examination................................. N/C...................... N/C ............ ......... NIC
X-RA YS:
0210/0330
Intraoral-periapical full mouth series or panoramic film
(one every 24 months) ..................................... N/C.... .................. NIC ..................... N/C
Intraoral-periapical single film ....... ..... ....... ........ N/C.. ..... ......... ...... N/C ... ........ .......... NIC
Bitewings 2 films................. q... ...... ............... N IC ....... ......... ...... N/C ..................... N/C
0220
0272
PREVENTIVE CARE:
1110 Prophylaxis - adult (1 every 6 months).. .....,......... N/C ...................... N/C ..................... N/C
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2140 Amalgam-one surface (permanent) ....... ..... .......... N/C.... ...... ............ ...$6 ..... ...... ...........$18
2150 Amalgam-two surfaces (permanent) ..................... N/C ................ ......... $8 ...................... $22
2160 Amalgam-three surfaces (permanent) .... .... ........... N IC ....... ................ $12 ...................... $24
2752 Crown-porcelain fused to noble metal............... +$230................... +$245 .................... $225
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ENDODONTICS (root canal):
3310 One canal per tooth....................................... +$60................... +$135 ......................$75
3320 Two canals per tooth.................................... +$125................... +$165 .................... $130
3330 Three or more canals per tooth ....................... +$185 ................... +$220.................... $180
ORAL SURGERY:
7110 Extraction single tooth..................................... N/C..................... +$17 ........... ......... ..$18
7240 Extraction - full bony impaction....................... +$85................... +$120 .................... $100
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PERIODONTICS (gum treatment):
4210 Gingivectomy or gingivoplasty (per quadrant)..... +$110................... +$150............. 75% UCR
PROSTHETICS (full and partial dentures):
5 II 0 Complete upper (standard)............................. +$240................... +$255 .................... $250
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8560/80 Routine 24 month fully banded case...... Under 19 only: Max "."....". Under 19 only; Max ......"..Under 19 only; Max
With participating orthodontist only fee lip 10 SI,SOO ...."."........ fe.: up 10 SI,650 .........fee to member SI,600
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GENERAL DENTISTS IN PINELLAS COUNTy.................. 22...................... ... 22 ........... ............ 10
'SI)ECIALIST CARE: All dental procedures will be provided to the subscriber in accordance with the Plan Benefit and Co-payment Schedule
as long as that procedure is within the scope and competence of general der.tal practice. For those cases in which the procedure is beyond the
scope and competence of the participating general dentist (i.e., certain oral surgery, endodontics, periodontics, pedodontics). the subscriber will
be referred to a Participating Specialist (wherc participating specialists arc available). and receive 25% discount from the usual customary and
reasonable f(;c (UCR) of the specialist.
+ Slime co-pay if scviccs done by specialist
MONTHLY RATES:
Employee . . .... . . .. . . .. . . . .. . .. . .. . . .. . .... . .. . .. . .. . .. . .. . ... . .. .. ..... 12.33 .. .. .. . ... .. . .. . .. . ... 9.83 ..................... 7 . 69
Enlployce -I- I .............................................................25.13.....................20.00 ...................12.78
Employee + 2 or more.......... .. . . .. . . .. . . .. . .. . .. . . .. .. . ... . .. .. . .. .. 37.25 . .. . .. . .. . ... .. . ... .. 29 .76 .. .. .... .. . .. .. . ... 18.86
Employee + 3 or more ...;.,.... ....... ..... ...... .,. ...... .... .........37.25.......... ...... ... ..29.76.... ....... .... .... 18.86
RA'rE GUA R ANTEE........... .., ... ............ ... ..... ............. 2 year................... 2 year.................. 1 Year
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CITY OF CLEARWATER
RFP 141-94 Group Term Life
August 12, 1994
1. Summary of Current Plan
· $2,500 Group Term Life on each active full-time employee
· $1,000 Group Term Life on each retiree
· No AD&D Coverage
· Current carrier Prudential at $.47 per $1,000 of coverage - $1,822 per month
premlum.
II. Options requested in RFP 141-94
· $2,500 Group Term Life; No AD&D
· $2,500 Group Term Life; $2,500 AD&D
· $5,000 Group Term Life; $5,000 AD&D
· $10,000 Group Term Life; $10,000 AD&D
· (All retirees $1,000; no AD&D)
III. Results of RFP 141-94
· 13 proposals, plus renewal from Prudential received
· Spreadsheet of rates/benefits/guarantees attached
· The 14 proposals were narrowed down to four finalists, based on price:
Guarantee Mutual
Businessmen I s Assurance (BMA)
Group America
NALICO
· The four finalists were then reviewed in greater detail (Attached)
.
-WITTNER & COMPANY
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CITY OF CLEARWATER
RFP 141-94 Group Term Life
Semi-Finalists
BMA
Group
America
.30
.05
$1,000
.28
.05
$1,000
.26
.05
$1,000
2 Year
*NALICO
Guarantee
Mutual
.24
.05
$1,000
.22
'.05
$1 000
.21
.05
$1,000
2 Year
'.'$2500,Life
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',$2'SO():AD&D
:~efuee:,Llfe
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$lO;OOQ>A:D&D
, Retiiee:i.U.e""
, ~ate,'Otiarantee
.285
.035
$1,000
.27
.035
$1,000
.26
.035
$1 ,000
2 Year
No uote
No uote
$1,000
.29
.04-
$1,000
.26
.04-
$1,000
2 Year
*3rd Year; Add .02 per $1,000 for Year 3.
3
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WITTNER & COMPANY
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CITY OF CLEARWATER
RFP 141-94 Group Tenn Life Finalists
BMA Guarantee
Mutual
$2,500 Life .23 .24
$2,500 AD&D .035 .05
$5.000 Life .21 .22
$5.000 AD&D .035 .05
$10.000 Life .20 .21
$10,000 AD&D .035 .05
Rate Guarantee Three Years Three Years
Best I s Rating A + (Superior) A (Excellent)
Standards & Poor's AA (Excellent) N/A
Dun & Bradstreet Ratin~ AA N/A
Guarantee Issue (All Coverages) (All Coverages)
Accelerated Benefits Yes; terminal in 6 months; Yes; terminal in 12 months;
25 % maximum (Must have at least $20,000 in force)
AD&D 24-hour Coverage Yes Yes
Disability Yes; 6 months; Yes; 6 months;
Waiver of Premium Any occupation; Any occupation;
Prior to age 60 Prior to age 70
Self Accounting Yes Yes
Florida Office Tampa Maitland
Home Office Kansas City, Missouri Omaha, Nebraska
Rates Guaranteed Yes Yes
for January 1, 1995
Re-enrollment Required No No
Uses City's Form Yes Yes
Exclusion Suicide (2 Years) None
Seat Belt Rider (AD&D) No Yes
Plus $10,000 if wearing seat belt
Plus $5,000 if riding in car with air bag
;
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WITTNER & COMPANY
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IV. After a review of follow up clarification questions to each of the four finalists for RFP
141-94, the four finalists were narrowed down to two (See Attached):
. Guarantee Mutual
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. BMA
V. Recommendations
. Carrier--BMA
.
Coverage:
\
- $2,500 cost for 1994 = $21,102
$2,500 cost for 1995 @ $.23 per $1,000 = 10,326~54
- $2,500 AD&D @ $.035 = $1,543.50
$5,000 for 1995 @ $~21 = $20,160
- $5,000 AD&D @ $.035 = $3,309
$10,000 for 1995 @$.20 = $38,119
- $10,000 AD&D @ $.035 = $6,618
Budget for 1995 $21,948
5
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WITTNER & COMPANY
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CITY OF CLEARWATER
PROPERTY/LIABILITY/WORKERS' COMPENSATION
INSURANCE PROGRAM SUMMARY
09/12/94
CONTENTS
1. Introduction
Layer One
Layer Two
Layer Three
(10 Million)
(40 Million)
(20 Million)
Agenda Item #
pu'CC of- prop ~ CctsuQ..(~
1 Vl S' . c: "\J.ixo.,~ --to (" ~'I cr~ Irs
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2.
A. J. Gallagher Program
A) Excess Property
B) Crime & Dishonesty
C) Boiler & Machinery
E) Flood Insurance
F) Florida Petroleum Liability
Insurance Program
Administrators (FPLIPA)
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Agenda Item # l n'S;, folj ~
D) Marina Operators
No Agenda Item
Necessary
3.
Acordia of Central Florida, Inc.
Excess Auto/General Liability/
Workers' Compensation
Agenda Item #
-e':J... CUl4 Clu~ f
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4.
Coverage/Premium Cost Comparisons
contents.agn
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CITY OF CLEARWATER
RISK MANAGEMENT DIVISION
PROPERTY, CASUALTY, WORKERS' COMPENSATION INSURANCE PROGRAM
09/12/94
SUMMARY
1. Introduction
This Summary covers various types of insurance administered under
the supervision of the Risk Management Division. It includes the
following insurance coverage: Excess Property, Excess Crime, Excess
Workers' Compensation, Boiler & Machinery, Flood, Marina Operators
Legal Liability and FPLIPA (Florida Petroleum Liability Insurance
Program Administrators). It also covers the City's Self-Insurance
Program activities.
The insurance programs mentioned herein and the self-insurance
program activities are the subject of three different agenda items on
the Commission Agenda for September 12, 1994, that have been numbered
agenda items ___ through inclusive.
2. A.J. Gallagher Company Program
A-1) COVERAGE: PROPERTY (LAYER 1)
Company: Westchester Fire Insurance Co.
Term: 10/1/94 to 10/1/95
Premium: $152,430 (estimated)
Limit: $10,000,000 including SIR
SIR: $250,000
Sublimits: $5,000,000 Annual Aggregate Flood
$5,000,000 Annual Aggregate Earthquake
$ 150,000 Extra Expense($50,OOO each;
City Hall, City Annex & Police
Administration)
Covered Property: Buildings, Contents,
Electronic Data Processing Equipment and Media,
Construction and Lawn Equipment, Radio and Audio
Equipment, Vehicles, Owned watercraft under 25 feet,
Valuable Papers and Records
Total Value of Covered Property:
$161,993,576
Excluded Property: Streets, roads, sewer and
water mains, well holes, Sand Key Bridge
" " ," . , ',.!" I " . J ~,' ~ # ," '. '. " .' ., . , " J , ' . .
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A-2) COVERAGE: PROPERTY (LAYER 2)
Companies: Hartford Fire Ins. Co., Fireman's
Fund, Royal Surplus Lines, Mt. Airy Ins.
Co.
Premium: $200,216 (Estimated)
Limit: $40,000,000 excess of Westchester Fire on a
quota share basis
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Form:
Follows form of Westchester Fire policy with
the exception of flood and earthquake which
are excluded.
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A-3) COVERAGE: PROPERTY(LAYER 3)
Companies: Fireman's Fund and Zurich
Premium: $30,038 (Estimated),
Limit: $20,000,000 excess $50,000,000
Property quotes not guaranteed if "catastrophe" occurs
between now and 10/1/94.
Florida surcharges and assessments may apply.
B) COVERAGE: CRIME AND DISHONESTY
Company: Hartford Insurance Company of the
Southeast
Term: 10/1/94 to 10/1/95
Premium: $6,863
Limits:
Employee Dishonesty -
Forgery or Alteration -
Theft Inside Premises -
Theft outside Premises -
Computer Fraud -
$500,000.
$500,000.
$ 50,000.
$ 50,000.
$100,000.
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Deductible: $5,000
Endorsements: Faithful Performance of Duties
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C) COVERAGE: BOILER & MACHINERY
Company: Kemper
Term: 10/1/94 to 10/1/95
Premium: $6,271
Limit: $10,000,000
Sublimit: $ 2,000,000 Hazardous Substance
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Deductible: $10,000
Excluded Property: Sand Key Bridge
D) COVERAGE: MARINA OPERATORS LEGAL LIABILITY
Company: Hartford Insurance Co. of the Southeast
Term: 10/1/94 to 10/1/95
Premium: $12,775 (Estimated)
Limits: Marina operators Legal Liabi1ity- $2,000,000
Protection and Indemnity - $2,000,000
Deductible: $10,000
Covered Locations: 25 Causeway Blvd.
Island Estates/ Clearwater Marine Science Center
'i'
E) COVERAGE: FLOOD INSURANCE
Company: Various - National Flood Insurance Program
Term: Various
Premium: $29,123
Limit: Various - Maximum $200,000 Building or
Contents
!
-I
Deductible: Various; $500 or $750 each loss
Coverage: Flood coverage for selected properties to
comply with the Robert T. Stafford Disaster Relief and
Emergency Assistance Act. Participation is required by
the Act to qualify for full FEMA assistance.
'\
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F) COVERAGE: FLORIDA PETROLEUM LIABILITY INSURANCE
PROGRAM ADMINISTRATORS (FPLIPA)
Company: Commerce & Industry Insurance Co. (AIG)
Term: 5/20/94 to 5/20/95
Premium: $5,522
Limits: $1,000,000 Each Incident/$l,OOO,OOO Aggregate
Deductibles: Third Party Liability - $100,000
Corrective Action - $300,000
Coverage: Third Party Liability - Bodily Injury or
Property Damage to third parties from an accidental
release from a petroleum storage tank resulting in a
pollution condition. Corrective Action-Excess coverage
for storage tank owners to restore land/property from
an accidental leak in connection with the Florida
Inland Protection Trust Fund as part of the Restoration
Insurance Program of the Florida Petroleum Liability
and Restoration Insurance Program. The $300,000
deductible is funded by the state for qualified
restorations.
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3. Acordia of Central Florida, Inc.
Company: Ranger Insurance
Term: 10/01/94 - 10/01/95
Premium: $283,118
Limits: $5,000,000 Each Accident/$5,000,000 Aggregate
Deductibles: $500,000 Self-Insured Retention Per
Occurrence
Coverage: This coverage includes Excess Workers'
Compensation, Excess Auto Liability and Excess General
Liability. This coverage is being proposed as a result
of a recent RFP. This coverage replaces the existing
coverage for Excess Workers' Compensation and adds
coverage for Excess Auto and Excess General Liability.
4. Coverage/Premium Cost Comparisons
1
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A comparison of the costs for the current coverage, the proposed
cost for the next fiscal year, and a comparison of costs of
insurance coverage for the city for Fiscal Years 85/86 - 94/95,
ia attached.
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AGENDA
DATE
91 /2_9~
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Clearwater City Commission
Agenda Cover Memorandum
I tern #
Meeting Date: 09/12/94
'J4.
SUBJECT:
Renewal of Flood Insurance Policies for Fiscal Year 94/95.
RECOMMENDATION/MOTION:
Authorize payments not to exceed $35,000 for purchase of flood insurance
coverages for specific City-owned property as shown below for Fiscal Year
94/95.
~ and that the appropriate officials be authorized to execute same.
BACKGROUND:
Arthur J. Gallagher is the broker for the flood insurance program for the city.
The premiums are paid directly to the insurance company by separate check for
each piece of property insured. The premiums are the same regardless of the
insurance company issuing the insurance coverage. The City has not experienced
any problems with the companies shown below, and Risk Management recommends
renewal.
The City is obligated to purchase first dollar flood insurance coverage on the
property shown below. The City Administration through its Risk Management
Division recommends renewal of flood insurance policies as shown below:
Policy
Period
11/12/94-
11/12/95
11/12/94-
11/12/95
11/12/94-
11/12/95
Reviewed by:
Legal
Budget
Purchasi ng
Risk Mglnt.
CIS
ACH
Other
Slimitted by:
~-,~f!
Policy Number
Insurance Co.
Description of
Insured Property
Building/Contents
Value / Value
Total
Premium
09-7085776-02
Bankers
40 Causeway Blvd.
Civic Center/Library
200,000/200,000
2,975.00*
09-7085778-02
Bankers
3l41-3157 Gulf To Bay 200,000/-0-
Waste Trmt Ctr.
l,l81.00*
09-7085780-02
Bankers
60 Bay Esplanade st.
Recreation Crnplx
200,OOO/9l,400
2,492.00*
Originating Dept:
D A ~R i sk Management
Costs: $ 35.000
Total
Commission Action:
o Approved
o Approved w/conditions
o Denied
o Continued to:
$ 14.050
Current Fiscal Yr.
N/A
Funding Source:
o Capi ta limp.
o Operat i ng
I:8l Other elF
Attachments:
,'.....
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Advert i sed:
Date:
Paper:
~ Not Requ ired
Affected Parties
o Noti fi ed
~ Not Requi red
Appropriation Code:
590-07000-545100-590-000
181 None
~ Printed on recycled paper
11/12/94- 09-7085781-02
11/12/95 Bankers
~
1/31/95- 09-7089717-02
1/31/96 Bankers
6/12/95- 09-7094712-00
6/12/96 Bankers
6/12/95- 09-7094713-00
6/12/96 Bankers
9/28/94- FLD1254051
9/28/95 South Carolina
8/03/94- 0007240678
8/03/95 Bankers
- 2 -
25 Causeway Blvd. 200,000/-0-
Marina Offices
1700 N. Belcher Rd. 200,000/68,900
Fire Station
534 Mandalay 200,000/200,000
Fire station
700 Bayway Blvd. 200,000/60,800
Beach Police Sta.
1605 Harbor Dr. 200,000/-0-
Waste Water Trt. PIt.
1001 Gulf Blvd. 200,000/52,500
Clearwater Sailing
Center
TOTAL
1,181.00*
3,787.00*
2,830.00*
627.00*
6,794.00*
7,256.00.
$29.123.00 *
Funding for purchase of this insurance has been provided for in the Central
Insurance Fund budget for FY 94/95. The budget available for premium and
claims is $2,897,900.
* Estimated Cost
';; ", " ,',' 'f " ,'. '.'. .'. ff #,', '. . . ," '. ,'" I., I: .
Clearwater City Commission
Agenda Cover Memorandum
I tern #I
Meeting Date: 09/12/94
~5.
SUBJECT:
Purchase of Excess Auto/General Liability/Workers' Compensation Insurance.
RECOMMENDATION/MOTION:
Authorize payment of $283,118 for the purchase of excess Auto/General
Liability/Workers' compensation insurance coverage for Fiscal Year 94/95.
I and that the appropriate officials be authorized to execute same.
B~CKGROUND:
-"
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The city Administration, through its Risk Management Division, recommends that
the city commission consider the purchase of the following coverages for excess
Auto/General Liability/Workers' compensation insurance coverage for Fiscal Year
94/95 as shown below:
Insured Risks
Type
Insurer
Insurance
Broker
Excess Auto
Excess General
Liability
Excess Workers'
Comp. Coverage
($5,000,000)
Package
Policy
Ranger Ins.
Acordia
~
Although the City currently covers excess Workers' Compensation insurance, the
city does not currently have an excess Auto or General Liability Policy. The
package program is being proposed because of the wide range of coverages
offered and the increasing costs of medical treatments & technologies, which
may be incurred as a result of such claims.
"
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This bid was submitted in response to the city's Request for Proposal for
Liability/Workers' Compensation Insurance. This was the only combined proposal
received.
Reviewed by:
Legal
Budget
Purchasing
Risk Hgmt.
CIS
ACM
Other
ting Dept:
AS/Risk Management
CostsS:
S 283.118
Tota l
Commission Action:
o Approved
[] Approved w/conditions
[] Deni cd
o Continued to:
$ -0-
Current Fiscal Yr.
Slbitted by:
anr'-
Adverti sed:
Date:
Paper:
181 Not Requi red
Affected Parties
o Noti fi cd
B Not Required
Funding Source:
o Capital Imp.
o Operat ing
~ Other elF
Attachments:
181 None
Appropriation Code:
5~O-07000.545100.590uOOO
o Printed on recycled paper
, ,I ',', ' . " .'. ~, , 'I I ! , . ' , .' '. ' , ' , ' .
. "':'
- 2 -
Risk Management staff believes this combined package of Excess Auto, General
Liability and Workers' Compensation Insurance is in the city's best interest.
The purchase is for a one year period beginning 10/01/94 and ending 9/30/95.
Funding for purchase of this insurance has been provided for in the Central
Insurance Fund budget for Fiscal Year 94/95. The budget available for premium
and claims is $2,897,900.
','
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, 1
INSURER
Continental Casualty
Plan 1
Plan 2
Plan 3
Plan 4
National Union
Frontier Insurance Co.
Plan 1
Plan 2
Midwest Employers
Casualty Ins. Co.
Plan 1
Plan 2
Plan 3
Florida Leaque of
Cities
Plan 1
Plan 2
Ranqer Insurance Co.
WORKERS' COMPENSATION BID COMPARISON
1994/95
LIMITS
RETENTION
PRICE
eM. b.lA.
-:#:- ~5
BROKER
ROllins/Hudig
" ..
" "
" "
A. J. Gallagher
Johns Eastern Co.
"
"
"
Statutory
$ 5,000,000
$ 1,000,000
$10,000,000
$500,000
$500,000
$500,000
$500,000
$128,330
$114,830
$ 91,000
$118,330
."
"
"
Statutory.
$400,000
$172,830
"
"
"
$ 5,000,000
$ 5,000,000
$350,000
$400,000
$147,416
$134,895
"
"
"
Statutory
$ 5,000,000
$ 5,000,000
$350,000
$350,000
$350,000
$379,722
$341,456
$364,268
Florida League Cities
" " "
we-hid.sum
Statutory
Statutory
$300,000
$400,000
$203,973
$154,486
See Attached Special Sheet
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AUTO/GENERAL LIABILITY BID COMPARISO~
1994/95
INSURER LIMITS RETENTION PRICE: BROKER
Sphere Drake
Plan 1 $ 750,000 $250,000 $181,500 A. J. Gallagher
Plan 2 $ 1,750,000 $250,000 $313,500 " "
~ COREGIS
11 Plan 1
~ Plan 2
Plan 3
Plan 4
$ 1,000,000
$ 2,000,000
$ 3,000,000
$ 5,000,000
$100,000/$200,000
$100,000/$200,000
$100,000/$200,000
$100,000/$200,000
$157,108
$215,902
$251,072
$323,311
Risk Mgmt. Assoc., Inc.
" ,t ,t "
"
"
"
"
"
"
"
"
Ranqer Insurance Co.
See Attached Special Sheet
liab.bld.5um
. ,
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. '. . , . .. , . ' ~~. " ".' t. . . :. .. ,"', t.. . . '. :
City of Clearwater, Florida
Excess Auto/General LiabilitylWorkers' Compensation
Premium Coverage Options
Year 1994
SIR $250,000 SIR $300,000 SIR $350,000 SIR $500,000
LIMITS Per OCCWTence Per Occurrence Per Occurrence Per Occurrence
$1,000,000/1,000,000 $219,661 $199,322 $178,983 $157,288
$2,000,000/2,000,000 $307,525 $279,050 $250,576 $220,203
$3,000,000/3,000,000 $351,458 $318,915 $286,373 $251,661
$4,000,000/4,000,000 $373,424 $338,647 $304,271 $267,390
$5,000,000/5,000,000 $395,390 $358,780 $322,169 $283,118
All Prices are FLAT -- Not Subject to Audit
~ordia.
City of Clearwat~rJ Florida
,\"'trIlill nf (:"111..." Fln,.;.I..
, " ,'.,: , ..' ., ',,':. - ~ " ". . , ',', , . I '. , ....,,' ..
Clearwater City Commission
Agenda Cover Memorandum
I tern #
Meeting Date: 09/12/94
,
~
Q~.
SUBJECT:
Purchase of Property and Casualty Insurance Coverage for Fiscal Year 94/95.
RECOMMENDATION/MOTION:
Approve the purchase/renewal of property and casualty insurance in an amount
not to exceed $418,000 for Fiscal Year 94/95.
I
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~ and that the appropriate officials be authorized to execute same.
BACKGROUND:
i.~
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The City Administration, through its Risk Management Division, recommends that
the City purchase/renew its Property and Casualty Insurance Coverage for FY
94/95 as proposed below:
.~
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Insured Risk
Type
Insurer
Premium
Excess Property
(Layer 1) (10 mil)
Renewal
Westchester Fire
$1.52,430
Excess Property
(Layer 2) (40 mil)
New
Renewal
New
New
Hartford Fire
Fireman's Fund
:Koyal Surplus
Mt. Airy
$200,216
Excess Property
(Layer 3) (20 mil)
New
New
Fireman's Fund
Zurich
$ 30,038
$
$
$
6,863
6,271
12.775
crime & Dishonesty
Boiler & Machinery
Marina Operators
Renewal
Renewal
Renewal
Hartford
Kemper
Hartford
Total Premiums
$408.593
Arthur J. Gallagher, the City's Insurance Broker requested quotes from 54
companies relating to property excess insurance.
Revi ewed by:
Legal
Budget
Purchasing
Risk Hgmt.
I CIS
I ACM
Other
t&/
Costs: $ S 418.000
Tot a l
User Dept:
$ -0-
Current nscal
Commission Action:
o Approved
o Approved w/conditions
o Denied
o Continued to:
Yr.
, -""
(0'
Advertised:
Date:
Paper:
~ Not Requi red
Affected Parties
o Notified
~ Not Requi red
Fundi ng Source:
o Capi tal Imp.
o Operating
~ Other CI F
Attachments:
S\btIi tted by:
Ha~
Appropriation Code:
590-07000-545100-590-000
I2lI None
Ci
~ Printed on recycled paper
\
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The excess property rates shown above represent the lowest rates received by
them for this coverage.
Because of the low amount of renewal premium quoted and A. J. Gallagher's
knowledge of the marketplace, A. J. Gallagher did not request quotes for the
Crime & Dishonesty, Boiler & Machinery and Marina Operators Policies. The city
has not experienced any problems with the companies with which staff is
recommending renewal.
The City's Risk Management staff has reviewed the coverages, rates, and firms
recommended and concurs in the Insurance Broker's recommendations to renew
and/or purchase new policies as shown above. All property risks are covered at
levels and rates which taken together represent an optimum property and
casualty insurance program. These recommended purchases are for a one year
period beginning 10/01/94 and ending 09/30/95.
Funding for the purchase of this insurance has been provided for in the Central
Insurance Fund budget for FY 94/95. The budget available for premium and
claims is $2,897,900.
, 1
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'CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
~'7-
Item #
Meet i ng Dute
SUBJECT: Purchase of real property on Clearwater Harbor.
C1f(d..~Lj
RECOMMENDATION/MOTION: Approve a contract to purchase real property on Clearwater
Harbor lying west of pierce Boulevard and south of pierce 100 Condominium,
commonly known as the "Norman Bie" property, legally described as in Exhibit "A"
attached to the contract, from First Federal/Osceola, federal savings and loan
association, for $175,000, and pay related transaction costs including
environmental site assessment, boundary and topographic survey, and recording
fees estimated at $4,211, for an estimated total cost of $179,211,
~ and that the appropriate officials be authorized to execute same.
BACKGROUND: The "Norman Bie" property was acquired by First Federal/Osceola in
a March, 1992 mortgage foreclosure. Baynard Appraisal Company, st. Petersburg,
valued the property's fee simple interest at $480,000 on March 9, 1993,
projecting 46 residential units being permittable on the site. The Pinellas
County Property Appraiser currently estimates the value of the property for ad
valorem tax purposes at $190,700. until recently, the property was listed with
and offered for sale by Auction Associates, Inc. of Orlando for $490,000.
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This unique site, located adjacent to and overlooking Clearwater Harbor, contains
approximately 1.16 acres of upland and 8.44 acres of submerged lands. In
addition to the unobstructed view of Clearwater Harbor, the site provides the
city with an opportunity to implement innovative stormwater treatment of the
discharge from a major outfall for downtown Clearwater, in conjunction with
restoration of the shoreline for habitat enhancement. The submerged lands may
also allow greater opportunity for development of an intertidal wetland
communi ty. The purchase and development of this property, although standing
alone, would compliment development of the envisioned downtown lake project.
;;
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In addition to the purchase price, other estimated transaction expenses include
$1,200 for a Phase I commercial environmental site assessment, $3,000 for a
boundary and topographical survey, and $11.00 for closing costs. The seller may
be able to provide copies of a previous survey that would reduce the estimated
survey costs. The corporate secretary for First Federal/Osceola inadvertently
failed to sign the cover page of the contract, but affirms she will sign upon
return of the approved and executed document (copy of Affidavit attached hereto) .
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The available balance in the stormwater Quality Improvements/Property Purchase
capital improvement project is sufficient to provide funds for this purchase.
" I I
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;~ Reviewed by: I
I I
Iii I j.'~~ I
I I
legal I
I I
I I
I I
Budget C~ I
I I
I I
I I
Purchasing I
I I
I I
I I
Risk Mgmt. X I
I I
I I
I DIS I
X I
I I
I ~/:'s /' I
I I
I ACM ,'- fe-- I
I I
I
I Other X ,_"-, I
I f~'.\', 'J :
I submi ttcd by: '. I
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?:.~ I'
I I
I
I I
I I
I C' Ma gel" I
I
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BioPurAll,owb
u~8P~ng Dcpt.
P~~Ir!'; DepLlrtment
U~cr Dcpt.
eST" '~':" t-er.\
Costs: $179.211
(Current FY)~~_____
Commission Action
Funding Source:
Approved
Approved
w/conditions
Capt. Imp. X
Den i ed
Advcr t i sed:
Operating
Cont'd to
Date:
Other
Paper:
Not required X
Appropriation Code(s)
315-96103-5601-539-000
Attachments:
Contract for Sale & Purchase,
with legal Description (Exhibit
"A") and brokerage fee letter
uttached.
locator map.
Phyllis Elam affidavit.
Affected parties
notified
Not required X
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Pinella:; "
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II. I'UrlCi'A5E PrlICf:
175,000.00;'
rt....r.lF.1Jl ,
r.;/^
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il nl')d~:"IrrJ which rr.IJIJi',1'11 ilPPfI!'J;\! I" nllYI" I,',' I!lf' fl1pr Iq:'q"" 1,,1 ;~',r.1I'l\/,11{"1. 1I"l" rll:t"'f "1,,,111 r'rrJ' ltlll, r,lll:lrll all ((!l!ui'"d ;)nl'licillior\~ .'1nd willlhltt1f'I1Ut Cornl~nlp- f)nd tcltun Ihelo
IOlllf~f1;o'l{lil~l'~~ AnYfI"...lfJ:tIl"od\\fft"('.I"'d Inf',{,'!"d'! _.. Jll.A, _ _ ",lI:I'lh" p;lId 1",_... ~ ~_'L_...__ (II 1101 Wind ill, p.q";llly divldnd). II 'he! Buyer is nol ncccplod
by UI'II Iqil'J{}o 0' lhu , '~f~ Il"'fl,ptll:. /1)1 :1'. ""'1 '11l"c ,'\ ~" II I'i II tr'. ,I' v)'~ {,llll'." ....llh I ,,/~ II." tll'} (11 "'I! Conlr I,d Of tnr), lc,F'U{?'1! ''',IX05 i1 c!,;,,{ji, in f.;"Cfl.r,~ bl IlIu ,'j.I;lII~d :).O\o\.,ml. Snllcf Or
Olr/r.I In:1Y tr.scillrf thi!; Co"I';1I:1 h/l"(HlIJ'1 ",,'III'III1(,lll:I' I,) lilt' 1,:1\", pi" I',' 11,11,..;.., eitl\p. pl'.'1 l~, !'l P;\.... ll\{~ ill< 1j',I...p ill illl~rC',t lAiC 0' l~"'r.'l~r. nll)rl~}'IOeO ChillQI1CO' 1 .
V. ilftE (VIOE.UCI;: ~11I,,,':I... 2__ 11,1"'. I'td(lll~ dl~'lf\n d,d", ~1,:II'1 ',II"iI .11 ~;I..ll,~t ~ r'.pI'll~.". df'!I/\("'( 10 nil'"'''' or r.ll~;.;r"!t ;iUo;';cy: il1 :tr.';l""lIdi1ntl\ "";111, Si.:'lld..1'ul ^, (CI\l~c'" (1)
Of 1211 (Il (J "hr.lli1ol "11.11,, "ll (;>)lX 1<11,: '''',,,';''''.(' <:,..,,,,,,1,,,,,,,1 1< AS I'ER>,..ADDENDUH l\TT^CI,ll~b I!ERETO ,';
VI. CL05,IUd ~b^lF.: rlll"~ 1';1"",:1'.\")" '.11,11. Ill' 1;1(I'if"!d ;In'lllll~ d,.(." ~1~1,1 (d:'I'r c1q'.Jlr'~1 p;lf''''~' :It'!I\!l'llf!d (." _..__________-:- ' llflfl:~C; "'d(!'~ded hy orlier ,~((1y:~lf1J1!i. p' ConhilCl.
VII. nE STille nONS; E^SEMr:ur!i; L1t.1I' r, IIOtl5: il'1i"1 ,.11;,11 l.ll..n 111h~ ~,1I1, "I'd 10 '011'1\(1. I pr,lflc;llf lf15, or,,1 Hl,d'()llr. ;\1..;1 (jlhel H'qIJi"~IT1f!nl.. illlf1')~N1 by govf'rlltlwnlal iHIlhurily; fostriclion,
;tl\d 1\\,'(11';5 ~ppr;lIil~J on !III! f,I.': (l' fJllH't \"1",1' COrlllllOI\ In Ihe f,llhdll,lt:.'II'I, pub!!'; l'lllll't n;I~e"1l:'1l15 411 '''(Old ['!H5COlI?l11:1 ;un 10 bl! 10t:;IIt'!fl conliOltOtI';, 10 np.n! Pcoperly Iinns and
Hot (fI'lfe rh~jl1 10 l(!l~1 ill wulllt ;l'j II) JIlt:" I,'", ", III...nllll'/!') illld "/,11"'1 tl'..YJirJU)/lo; 10 ll~! .:,idl! jil1rp~, 1IIII,'r,o; othl!IWi",;l ~I'Pr.II:J"\d I)p'!oil\). l:ireS r(J~ ye;u 01 c1o~ll\g ;)rvJ suhsf!fI~t(!nl
YI!ilr~: ;''',!,ll'retl mor IU;H If!", ;,,~II)Wr.h;J';'1 '11'11"'" flll,fltl;\!]r:'!\,I! i\ll,. (1Ih'~I.. ~.~}Jj!.~_,.. _ _. m ...____ ___ ,.____.._.___.__.--.---:...___,___,_____________ '
~"id('(I,'"~Ii:~,(~ p~~~-;; ~~,: ~~I:;~~;"~~~~(~~ll"lll ~I~ I;'~~ i;~:'~~~:":'~~'-;;;:;~~~I~~ ("1 -1-1l>~;'I-I-;~~!~:.;.~I-;~'I'::.;:- (11~~;~~II~:~~~.~; ~~,-'-~-=~~~---.'~_.Q5iO ltc,., uS e-------',~~nrosc(5):
VIII. OCCUPANCY; !-;t'lll~r W:\1f,lrd<; (h~.1 111.'11' ,11(1 "\) p,'rlir~ '" oo::up:lflr;y cdlwr {h.-al 0(.;l",. !Jill ,I r',op,"',' is in:l1Jlrk'd II') hn J(!Il!NJ or or;r:IJnj~d t>c'yf)l)d cl(Jrj,~, lhl1 '<lei tll\rJ IcrrTl~
Ihereol !;ti;lIl hQ slL')lnd 11f'ff'III, Ol\.f~ !l'p !t'I',If\l\'.j (,r (Jf.C\'PjHtls di!.cl'J~(~rl l'IIf~.ll;If\1 Ie Sli\ll:1,ud r, Clllllc~r ;lq'r.f"'5 10 d("'II'J[)r OCOlP;Wl::Y tJ! rronel1y (\1 limo of clo...ir~J unloss olhcfwlse
sl;,led IU"lIf!IIl If ncctlp;uv:y i" 1<) t'r~ rl.~:1",f!t.~d 1,(.{,.'lP r'n~lfl'), UIJyN w,',lln'I'~ ;111 ff~,k \)111>:',-; In rfnn'!fly frrlfll d;ll$) oJ nr.Cllp;lpr.y. r.hi111 he "~":rl(1n:illll(~ nod Irt1h'f) fOI nHllntr."ilnr::~ hom
111:11 (1,110, ;lOci .'jhi\lIlJ'~ c1Cf'nll!d In bd\'l: :lr CI'plt'd '\'11 1("lv ill I',,.,,, ,.,lr,lttlq (.{)IHI"I("." ;t~1 or ltlllf' of hhill\J r,f;r.IfP;\nf:Y 11l11t~!i'i (l1l1"1\...II~(~ ';l:1h~tll\,.rl~il\ 01 III a !;1'1J:lI;llrl WIII'IlC)
IX, '( Y PEW'" T r EU on I i^tJownll 'F rll'llnvl~lC)tl:,: IYIlf'/Jltl1fll\ 01 holllllw'I!\t'l\ pflh:'~ICIII', ~,I';l!1 <:0"I,pl .,1/ prl/\l"" '):f)Ji',j )1''', o( COrlft;tr,1 ill (;ordld v;illt I/w't!
X. ltl ~lJL ^ TlOH nlD En: \I (', llll' ;,(1 I'~ I dlll1' "I {, II II II! !".;\lp' 11' ;1 , 11'\'; 11'~'.I' 'I '1'1', : j \I' It 1".1 r!;11r. 111 111:lr'l Or r~'II'I\.'.lh~111 filii',' I If'! :l11:II:1ll'll
XI.. COAS1'Al COrlS II\\lCIIOl< COli [nol. LIIH, ("cee\.") IlID(Il, 1I C",,',;,d i., "":'1"<1 1'>1 11,,, ~.a'l' ", ""'[1""~' ;dl,'<:I"d I,y II", U't'.I, Ch;,pll" 1Iil, r s. paOf,). OS """!1lllcd,
:ihall i\pply l1lid ll1p. r.r.~L (lul,.t II' "qU,V,\if'1l1 flLi\, Ilr~ ;111:11 I;t~'d In 1111", COI,'lo1' 1
XII. rOflr.:IGt~,ltlVE5Tt,1ttlf IIJ IIE^L PClOPF:111 '( TI\X ^C' 1"rIHPT/\"1 "101:1\' Il.t~ 1J;"III'~ ~,h~ltl ('(/llIpl'l Willi ihl~ 11l(IV'i~,';HI'j III i IiU',^ ,111(1 ~I'P"Cil"lf! 'f'~lql;)ll()llo; wl;ich could
1(!4ltJll\" f,cll('; If) pln'J!!lf' f\fl,LI~"j,II.. ;1",I,.,t ,l.\.",,~, 10 flll'I~1 'Nlllll",I'Jlllflii"-l";r';;'I'r:I"~, .111'111", filll"ll\ ilr.jPI PI Pqll'~,I!~f\ll1lil'" Ijtl ;\11;v:h"t1ln 11'1", Corllr.lcl
XIII. ^S51c;tJAllllHY:(CIW(,I( ( l}p' (;Jll t:ll,". (I) r. l'ildY "...,.,lqfl{)/II:!):r.X 1I1,'Y ll(,I.I.,~,I~lt1('l)lJhill:1
XIV, SPECIAl. CI.A\JSr.S'II;IICI.~I( (Il'" (:'l) ^,h!""d"",( !IIXI." ,,1I;,,1,,'<l1)1(1?111 ,.; "", ;'1'"1,.."1,,,,
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TillS IS linE/IDE!) 1'0 IJE ^ LEGM_l.Y rJINDlliG CO/HnACT.
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iJnd Cilntl'(lIu,o; ~,/h\IJ',II)I! 'H~f}oh:r((~rf /'''''if'r! "1'100 II.I~ ""pOt:lr",l1/r:!WI:...tS. r.hlf'clipf.'": iJJld h,.,Jr)/1!fl,'IIQ po':illrill.o; o( .-,1/ illif~'n.\lorl pOIson.... ' ..
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5,!flc'j ;rl;jtr p:j,,; ii;;; i{"(-,l:I',i il:,;,;;';1 hrol".- fr011l lite! (kjtJiltr.I'IfIl'fll~; 01 'he pfoel'I'tlo; 0' !he s.,ln, cnmpr,nsnlj/)rl in I!ln Ul1l011ll1 of (COMPLE1E ONLY ONE)
~__ SJ.l"'\f q'n~~ 111111"11;1';1' pll':O 1)11 1, _ lor 01,,1'(,1':-; !,I~' vi\:ps in p1ft'dilll,) Ihe f1attl hy limhr'D Ihf'! nll~"!f lundy, willillO ;HIlJ t1hl(! 10 p\lrchn~tl r~ 1"'lInnt 10 Iho lOJCgOifl(J
COlllfHcI 11 BlryCr I;ul~i In pl"I('''1} ;11111 dl.'IIIl..Il("1 j't It.l"irlf.'d, ~)O 'Ill. bllt I\(.t 4!"CI~PllllItJ !Ill'! Olol,t!r's II,H~ "bowJ P'flVldctl, !",hnll bo Jt:lid B'okr.i, ~S hln con~idc',1lion 101 [1okm's
r.cfvice;c; inclll(lll1<) r:(l~I!; ,.'wP("If!('d h.,. [ll(ll'./)I, ;1111) Illl1 l'wl,\Ilcn 5\1;111 hll po), ~f""!lIc, till! Ir,1IlS;ICIi0I1 ~halll\f)l clOSt! bcc~\I~~ tit rclUSill I\r filillUe Or Sr:llnr to perlorm, Scll~r sholl
P:lV IL~ 11111 IIH1 h, UI(lI,(., r,I\ 111"","1(1 III ;lIl'l' ItI'q;llrciI' ;ui'~"1f:1 01" of lIu1 (";1I1l(l;1l':( L ,"ino 11,'" r.~'ol\C~c's I(~l!. It,,; p,(!v.liliIlQ p,:'uty 5lt",1lInr:OV~( '~n5ol1i1bll) nll,,,,u:oy leas nnd cosls.
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ST^ND^nnS Fon nE^L ESTATE TR^N5ACTlONS
^, EVI()CfJCE Of tIfLf:.:, I) All tlh~.1I.1r.1 "I l';:l~ 11I1'(I,11"d III l'If,,,.)I.! I \jlll,..l II',' ;l fl'{lHl.tlh\ .llld (l~j,;I'I"rJ t,h!;lr;l..l '1flTl (il 1101 p.'<ti'ilif'f) Ihp.11 c:rllitird nc; cor rod hy an OJ<i5ling film)
rtllfpfldlllQ 10 IJn ;lll ,,('"rlll;11n ~"Il"I;~;~";;i li~i; ;1I.j,'l 111\'" 11", ,<\//,.. flllll ,,,,,, 1(, /I",l/f'''lflpt/'f "'I'fll.I,'d in lh~' [MI,',,: ,r('fl,rj,. Or Ih.., rotlnty wl~,('in nP.:l1 f"'ron.-,r1y i~ IOC<llf"d. IhfotJiQh Effl!clr..p.
Oaln ;llld whir.h !;h.ll1 ("'(1tnn1l'Il"1' .....11111 11.1' . ,pl",',1 11111,111 '1', (,/II." .., '',OJ.!l i.ltl" d"I" .,.., 111;1', h,'" fl/~,!nln"lIY In the C'.otlf'ly Upnn c\nr.1r'IQ of Ihj~ Ir~n~:lcllon IhO' l'Ib!;trncl shf1l1 bocome
fh,.. nfoJ")(1(ly of rJ1rlf'r, !".tIIW'~I-<f tq n,,, l,fl'" It ,('/r','/",'l 11".".,,: II', IJt~1 "",'If/.1(1I''' unltl 1IJ;~~.V;11l1 i2) ~.I~!t~_~~""~'2~~(]_S~~!.!.i.!.~2.~,~~~ i'j~111'ct b~' l\ rlori{1;\ lif':'1w;.elJ tHIn, insurer :lQfr.cing
10 iS~II" 10 E1lryflf. IIpon 10r:Pll'lnrj nl 1111'" dr,,"1 III "'IY,." ,1'1 ".'Jllt"'I', [In:IC"! III 1111" ifl",I"~'''''1H"' l!lf" nrJ\0ttO' (11 Ill(' ('\11'(',11;1"'.0 ()lICI',. ",~.IH;l'lg nlfYOr'~ tilln 10 r~n:ll rnJDorlY. !;'lhjOd dilly
rn 11('ffl~, f'rlrIJm'lr"'I"r.f'!~, ,~'W'r:"'pl.nn-; or till:,I,'" ;II,PI) ',..I 1,\1111 I" !Ill'; C'wl':1f"1 :1"d Ih(Jr-~,. ~hi(" ~h=1l1 hp d,"\rh;I'ONI hy r;,..l!l'r 1:.1 Of b()for~ elfl;,ln\'}. S..,I1~r sh;)lI' COI1\lr?Y';\ IO(H~Ct;)btt1
WIn ~Ilh!"d onl" In Ii..".;. f"IW,1I1Illl,,11l("'f''i 1'1' "[Ih, ,"~ PI '111;,:<1,,:;,1., Ill", ....1.1 fntlh;ll {.nl'tr:lf:l M;H~,..l."hlr" 1111., r,h"n b" 11f"10flhillnd ~Cr.O'(lll\('} to npnllc~blo 1,110' SI:ul(/;')(d!i ndontcd bv
.111Ihnll'Y of I)lf:' rllln,b l1:lf ;IPd ill .-II"O,"I,I'U I' ....,,11i 1.1'N ft",..!, !'".Ii:lll 11;,101' .\1) 1 by"'.. II ilho;\I;I('I. Clr ,r, fIn......,. If IllIn r~"'lI\mil'll(1r'll from c1;1tO 01 ,mc(living ovld~PCf' (lll'il~ ilo nxnf11i,"",
iI If lillp i~ ,lOImd drll'(:ltvp. {lit,...., r,,,,,!I. Wllhll\ '\ d,r~"", 1\,')1.1 ( ~;"ll"'f 'll V'I :I.nq r'f1r'ol'IIl'{J r1pll'(:l{~). II IlIf1 ~fl.r'''c:I{!'.), r'~ndr" ..litto, \I~ll\~' ~l)I;)lJ'<!., SoUrr w~11 hav~l !~O,lf!(\Y" 'r~~ rcc~;pt.
01 rmlir.n wllhin whi,.h 1n rpllIl\;" lbn d,~f('f I{.....L 1.1,10/1(1 \,:1';1;1\ n"'I'" ..11'1'1 J',I/P \I'f' f)l'!lql' (II ('lll,....r lK(,f~t"'1n"'J Ih(1 l111f' ;'10; 11 Ih("l/1 l~ or d("'fn.'l'ldlng i\ i"cfuI)(j () cff"l1OsII(S) P:ltd whIch
r.h...,U itntil....r1i.llf>ly h.... fl'lu'lll". l.l pil','l", II 11'1"\ 'I ,'lll [l11',I" .'"r1 ~~"I:"f ~".lll ll"jI:l~" fll'P :"\1'01(" nr :1fl hllll,,"" nhliO:"lfiOII"; HnllN 11,0 r.nntfil~t 5t!/I(!r wHl. it filk~ i~ 'ound IJnm:1r~p.f:th'(!.
'l",~ rflhtlelll plfor I In (".....1 ,,'cr , !..r." 1(';) II' I,ll,. ,""Il ,,1\ II,,.. IHIlI' 1"r"JII'"r! 111,.".1111. Hi< l'ldlll{j II".. h' II l(lu'q or 11l~r.nr-,";lry r,! f':~ '1 II" 1'1
I), PllnCIl^SE MorlEY /.I,OIll'~M~r; <;rClIIllIY N~nrr.I.\rflT 10 SFII rn, ^ 1'''1.1",.,,, ,no,,,,y 1l""I~n~l" .1,,1 "",rtn,'C)'ll\ole 10 C,.,lkr r.hnll provide ror" 30 d~y, gf:lCO period In
111~ ("''''''11 nl tJ"'1aull if :. '11';.1 IlI'lI\'l:",n ;\",1 ,I 1'-1 (by IJ.,\rp pPllnr!" " ::'I'r(",d f\1 I"......,,., 1I~.,llrFv1', ~"all prn'.ljdn lor liqht 01 rltr"!ll;1y'~nt in who!o OJ' In p:ul"wllholll oen"l!y; shi\tI
I'OJ prflllll ,1Ccf'If't:\IH:ln or III II' t f....' ;l<Jl'r.,tll~' "I ,1\ ('\"I~I\I flf Ir~~.;l"~ III nl'all"',op""l'i. ~;h;liI 'Pll'ltlll ;111 prinr IiPf\ ;1''11.1 "'(l('lJ.fHhl:m("c~ 10 he ltp.nt in (lO('l(f ~l;ul(finq :Inn forbid ~ilic"lions
of nr 11l11lf~ ;1fJv."'1Il(.(l~ lInrl,11 1'llrH Il'ndo,,)"{r:) :11\11111f~ 01(1:19'\\}''', nnl,... i\l\d -;l",llrilv ilqt('f'M1I"',11 ~h;111 hf'l otl)fl,wi~c in fOlln ilnd conlrnl tctlui,,,d hy 5f')l!nr~ but 0rdir; n'.~y 'only r~Q1lrr'A
f:I:11J...,'!r. c"..lnrnan1y IOIl!"J in I\I,tllqYI'~~:. 11,,1111 i"i(l~ w,lI'':, .11\d ~"'f'l,rJty :Iq'PI'r1\"lll~ (j{lIH".l11y t11,li!(lod hy !;:lvil'<1 ar"'" 1(",,11 ill"itifulionr., Or ~I:lln or n.,lion,,1 b.1nKr. loc.,led In tho coull1V
Wlln"'Hl n~;)1 P,r,w"!r1y ir; kY':I,,~.1 ^!1 1'1":-"'":111', ""'.\ 1t"';tl,I"'~ """"11 l"f1I1VI'\Prl fl' il<;~~IIl""d Will, ,,1 ~f"!lflor ~ or'lil'lll, h(l' !illhjfV:I 10 It.u lif'1l 01 n ~f"ll':l/li1y nq,re'nJ'!,,1 (lvidcnr.r.r1 by f{lc(')l[wd
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c. ~1JnvEY: f11J)-'0r, tll ntry"r', rypr'l'''.f'. .....,llllll \1,1\,1,,11'\'<1"\ h 1l1.'!I'/'''' f1~'Hlt''''-'"! 01 ltll~ illl,.J II) l"!'<o.;lll1illn ~:IIII~, /1Ial' ":1....0 11".,1 rl()pl)fly ~'JfVflYI"!d :lI'{t r.,..:,hlk'd by i\ ff'gis.1mnd rkuk',
~lIr v('~'n' If ~,Ol \/f'Y ~bn......,; ""('lO;1r!1I1H'111 PI' II., II r 'lllpnl Iy .~, II ul 11' Il\ln\/I'"lt'l\!", Illr;II,.d 1")11 11".,1 I 'I {.r'!r-d..... "tl'~rn:u-h Oil ";f'lh,,.~l.: l;nf'l~, ~:1~f!rnf'lf1t!t. t;1f1d"i. (11 f1lht"'!r'i, or viOl'1h! any U?5rticliort~,
(:ollll"r',1 r:Ov{ltlOlI11.... or :lpplw;,hl.. lJ'\'''''"Il"..,I,,: II"I'ILlI,,,,,, Il,.~ r-.;\,1'1' ';h:,II"'Ul,,:!r!lIl{l ;, li!lfO r1cdr',.J
0, lEflMITES: nll';I'r. nl nll',""'I.. p.~'l'w.", \':di'lIl 1111'11 i\:!(l,'Jf'd tn d,.I"Jp, "vuI0flC(~ (.1 ldll' :\I'd 10 (lo..."r"ill("l ~illl1rl, m.1Y hi\....P f1f"':'Il f'ro!ll"'ly ifl'iPr.r.lf"d ~y a florid" Cf!rtWocf Ppst COI1(ro(
OPfll,l1n1 If, d,..lf7'llHt"0 if Ih",,' I'; ;llly '/'-,,"',> .ldl'Jl"l l('rllo,10 1/lII";bl;"1\ rll vi';lb1f'l ~.i-.lilllJ rl.l'l1,'ql' Iro,n If"!' nlll~ inl'1r;1:1lk)f1 ill ""J in1prowrnflnl'i. II r,lhQr 0' holh nro round. B\I;~r will
h;l'JP ,\ lhy,,; (,rlll1 dill,.. pi WI Inl'll /lHltrl' 111""",1, 11I,11"1111 wllielt In 1\,1\'.] :It; d.lIn:1~IPO;. wh,.llH~r v"..hlf' {"I' 11('1. ill"':(ll'ct'-'d :trvf n!;tim;1l....cf by i1 hr.nnr,ed builder Ot Q"11\'~I;1f contrtlcfor, S(!!ler
r.halt P:V; VillItl co,;I-, 01 ttflalllll,,,t :\lld I"I"IH nl :1,1 d;l'll;l~IO till Iq ~..~> III (I~"c1I;I"".f' p,w-'.I' :-;1,,'.11111 ";\I\.'h e(\!;I>; "~r:n\.ocl lh.lt iHnOHnt, Oll\'r.r ~110111 h;wI' till' (jnlion of r...."lrx:el!iOQ Conlrac1
willl!n ~ d,.,yo; "flp, fP(:{llpl pI ('Illilr:wlnl '"; /1"'1' 111 t'!".\UIl:1lt> h, ql'1l1'Q 'NIII:"'I IJfIII(';f'! tl,' ;.,,:11'1 or OU'ICf 1I1i1Y ,f~','''.1 fq proC':l'"!('d ~,irt~ '!H1 If;"lIl'j"dio,1. in \~h;c;.h ovant ~Hycr /ih..,n f(?cOi\lO
n r:lrrlll :11 1"10';ln<1 01 ;11\ ;IIIU"I"t l...'llnl 10 Ih.. h.!;,l of Ill..... Itp.,'nu'nl ;1I'd "'Jl:lil f"!':\i,l\;ll.. II"! III f>)rr:~~o; I)f ~"I.. (If 11111 I'llldlil~n prlr.ro : T,'rmilf"!!;'" !,hilll h(1 (l(l("'rnr-r1lo inc'ud~ .,11 wood
clf"!~.ho.,.ifl\l rlH):'\lli...,lll.. ,1~q\litf.,1111 1'0 11'ltI)1 :..<1 I,!"I"I II".. f 1.."d:1 PI";! CnJ\~"'( 1\"1
E, HlratES5 ^tJD F.r,nr-s:..: ~,.lIf'r ""':"'~11l1". 'lI'lll'pI{H,"IlI'; lilll llll'"\ I': I.'.l....r-,'": "Ild PIl"''','1 :q tl'4IIlf1;'l1 PlOp...d\! <:lIffir;w..,,1 for lhn. int{lndnd 11<';11 Olr; d~r.,,:rihf"rfin rar:lQrnph \.'11 l)(!lp.of.
lilln In v,l1idl io; ill flr.(rHtI:lI\(:f' WIth :-.1.1I\ol I'll r.
:,
r. lE^~ES: ~..H(~r r;/rnrl, lI"t If'';r. Hr:III 1:-1' ""\'.~ h..loln r:!llr.i'''J, IWlli".h 1,\ r'li'.p, c.r'n1no; (I' all wril1rn If';l~."!r; ;"\pd ro;l(lrl'(~1 :C'tlprs ilOo, p.:lch tcn:,nl sClCcifYIr'Q Ihe nature l'nd durntion
of 111/1 1'~I'.lr,I.~ ocr:l1r..;'"\lICY, ''''lla! t,'"llr''i, ;'"1.1,.,,\, 1,,1,.,,\1 :\:)(1 ~",.,\I,il" rl"r.nr-,Jlr, i.;ti,J hy Il"''''V': If ~,...11", i.. tfll;!lJ!{l 10 obl;1;I' :;I,,..h In'ler from flnt.1i ,1('Il1onl. Iho.nnmo fnf(")(ma!k\n r.h(1lf bo
JIJ'llj~"('d hy SI~lI.., In I\\lYPI ~"Ihlll 11\;11 lllll" I"""'" III IIlf~ Iu"" 01 :"l :~"",.,...., ;"Itt;fl.,,,il. :IIld nll'~'('r 111,1'1 Ihf""":1l\I~1 rp,,!;,cl 11',Il~n~~ I? tonfi,rn 5'~" i"rorr"Olllon, Sellnr !\h.n1\. :11 c1osinU.
tl.....:i'/PI :lrul :\'i';in" ..,1I'HIO..'"II.........,f"'r; 1<1 il'I','I" .' ~",.,
G. UENS: f,{!/If"r r,h,'II) '(11111'":.1/ In J.1uyl/f ..II I'll'" pI (;I{lr-,IP') ;1'\ vfl.tl:I"'11 .1:"~~1;/lp' In H,,, "b"':l~rv:r, tl;~If"!t;r; nll1f"~,wl~n' t~i~'vi~'mi. ft.\;, I;~;()ir\.r~y ';\I~Y' fillllnd,"lg ~lnlmn(!nI5. cl:tlms or lion or
(101,..1111.11 "nl1or~ kllnWIl In ;,.,..!", ill),'j fill thH :.11(\';1'''<1 111~1 lhr',t' 11.".m lJpf'fl "", i/1lil..:.'l\'f'll'~fll~ 0' ''''n=1il~ 10 f"ror'lf'd',.. t{H ~lO :r1nys inHl,cdi;1I,.,ly o.r.cccHnO o;ilo of Closino, If rrop(!rly
h.'.!: hero!' i'llprnvr<d. or (C'P,,'ll',1 'A'IU'illlk11 11ll''', :..~llpI ",1\"1:1 d,.!;,,'!'r frl";l""~> (11 ,tJ.,i....,~I!> 01 ""...r:lqrlir!i.l.....f\~ ~1"(~\ll~d hy :'Ill {l,~np'jll tonhndot5, !ilJbC(lnlrl'clO'S. !llIppllorg. and ",:'IIC'rialrnol1
ill ml,hlirtrlln ~p.ll,.t'r.I"'1l ,,1'1,\:1.'11 ,-;,"'llltlq fllllll II"... t\;lIltf''', ('If ~111 '~p('h ~V'Ilf'r:11 cfllll':lrlorG, ...\lhrr."h:'lclt1,~. f"\I&IP'",,,r, illld ~l1i'1ff"!';blr1\p.n "urf "lither i"tlirqliog 111;11 nIl Cht1fn~~ lor irnnrov(!rrrt.,nls
or rr'p,111~ wl,ir:h ....C.ll1d ~"''''''' ;,... ;ll.:l~if>, It'l ;1 'l'r'l 11;1'111"; !IIH~11 0' ,1 r:l.llfll In' d,\ln:uv",; 11:1\.",...1\(......1 r';1irJ 0' v..illl.." I';lid ;,1 r!l1r;illrj
ft. l"LJ\Cr:. or CLOc;,ltH.: CI'l';lllt.) 'il':ll1l", hl'ld "' lhl' r:nlPIII ......IH.,..I1,...IIP',...:H"I't',i~ !nr.:1I"d ill tI'e r"Jlllr:'1 (If 1111' .,IICHlll!',' or nlhn' d()<}lI\Q ;l(H,,,t dflsiqnill('d by ::;c1lr.r.
I. TrMr:: lrnlf! h fir till" O..~,..,lr.r.. or IIw;. C'llffr;ld lUlU> Pf'(jfJd~ ".....1(."1 I': ),......r; limn fi. rl,,'''~ ~h.;fll;, Il1n cOlTlPlll..llnp nyrhldo Snl\lrdny'\. SUI"~i"Y'!1 :,,"1 ~t:ttn Of' n:lOonal 1110,,1 hol!d~~.
~nd:1I1\, linl("l p:"indrJ1()v,dpll II" I'PlP",v,j",I, . h:tll 1'lHI iii' :':lll1,(1.1, r"lnd,I',"" 'l'q;\III(.IIlI.1.,.. o-:h,.,lIpvlf.,.wlln !lOnfllH {lllhf' p~"l hll~inp.~~rt;1Y
J. nOCUM[tns ran ct ()~HI("j: ~,..J"" ",hall ""Ili-." df"'f'tf, hdf o( r,:lf.,. 11"":";1'1.(" <: Ii,." :lItH"""d, ,,~~iqll{lI(1IlJ'i 01 k""":('<;.,fr.-fl,1111 ;znd O'Inr'n~lnOf' 11....loppel )pllpr.cl. nod r:oHflclivl) In-;lrumC!1l1s
['1.uyrf !'.h;lll hHfllC,h c.1o-;il'l:] ...I.IIr'Il',"'nl, /l'CI1 \(j'1I;" '1''llltPnp 11111f". "':l'nrlll\, ;1111(>1'11'1' 'I, :Ifld lin;1l1,'infl r-,I.,lC'Il\PI\I~ '
K. EXPEtlf.E.5: ()pf;\llT'rr\!:lf\, ';1;111'1,0; Pll 1111_ d,....." ,111{1 "'("rvtl'Pq r.nlrM'lll'/l ltl~lrll"lnlll!'". ~h;1fl br. Ililid hy Sf'l'('f t)onlf\l(onl,1rv '~t"mn!:, illl;\rl\lih1c f:llC nild r(lcordiflQ prlrch..'Sfl rrlOrlP,Y
"'nIICl:'l~ll'! In Si"!llpr, dr-I'!d :lIId hn:l'w"'lJ -;1..1(11.',1'1.... '.hall Ill' [1:1:11 h, HII"/I" ,p
L pnOn^T10tJ5; CfH:.{)1 t~, l;1'(pr.. ;,-;....,,...,....11'1'111..,, I~"I, ir'li',,,,,:I, irl'';lJr;II',C-P ."111.-1 Otl'l"!' ""pr'P":I'!; ;)nd rf'Vrh\il"! 01 l'OIl"'''Y "';/.:111 h~ IlfOft\lnr1lhroltQh dllY bclOff1 c105ing. Oll)'Cr shaft h:wo
Ihry onlinn pf I.,kiflo f"lel ;111'1 ,.....I";li!I{' ("1CI:' '~~", f.1 in",IIf:)r1r,I'. II ;)~,~~IUll;ll,II', III v.<!,;ch ,...,Jf~,... 1',nfl\il.lf1\~ roh;,n \If" pfQr;llml. C~~h ;')1 doSh\Q r,hnll no incro:'l~od or rior.roa~(!rt :19 "':lV bo
rn'llliff'd tlY nrOfnlirJ/lr; 1"'0';1111)11:; ......dlllP 111:1'!1' 1I11r\4,~lh r!;IY print If') C'rr"i',ln,~y If (,('.l~,!lp~llr.y O\~ClJ'r; t.".f(lll"! ("'lnr-,inq Ach.:al'c;(! fNl( O\ncl ~f1curity d'~flO:ri!(S wiil 1:10 crnd,t~d to BU"i'('!r nrv.f
I'sc:row dqpfl~.il~ hr:rl bl rll~.rlq;lC1f1'.' wtlt llq (:11'1"11"'11 hI '~(~ll,~, 1"...pr, ",11;'111 h(' n'or~l(,d b,l:.~r1 011 Iho r.lIf/"'rll ','('\.,,'r; lll't wilh (h111 :11'O'l..v;Utf:O rnil(kllOr Olnxh~"lllni :}l1ownb1o discounl,
h-t'>I!\P"lI(!:'lO ilnct nlhl~t Il'rf'I1\{lli(ll\r. If CI(l:"',HI{I C":CIII<; :11 " r!;lln ,...,h(!" l\1n r.ur"'1l1 Yf'<:1I!1 n1ill;lqn it; fine ri...."cf, ;1nd r'Ullflnt 1',..,."11'0:; o.O;'1n~r.tT14JClr ;'1 :1'1ili!:tblo, In\r<.'"'J wIll ho OI'oraled bllsod
upnn ~\lch ;1~~1~~~111(.,,1 ;Hld 1I,,~ pI'n, Y";')' '; 1l1l1l:Jlj'" II Cllfll'lll y....;".~, :1~ir.,..o:.",'n.,.t11 i;. 1101 .w."),I,,!.'"'' ,11"1\ ltl'H"~ w!ll \1,.. r'o,,,l,,rl 01\ II."! rrlor yn;)r'n In", II Ih~rf! nro con1plCJIl'ld Irnpr(JV()Olcnls
on r1c;l1 Pf0pnrly hy >1;11111",... 1~,1 pI ~'(,;-H (If 1-11,\',1110 w!li.:h illlpln'.'l'tP"llt",; WPIf! 11<11 in f')';.)....\I;~~ Od .lnfl~',l'~J' k;l 01 H,p pi(lf yr;ir th(lfl fn)'P5 ~h,111 no ;>rorillp.d h:a50d l,flon.Jho P';OI
'YfliH'~ mill;l\}") :lnd nt o1ll f'111111"llllq ;)~,!:('!"","';lill'll1 In Ill' ;Hlr....l.d IIP(\'11\I'IWPf'" \1111 n,di"5, 1.11~~,.rJ whir;h, r~q\i""'!1l willll" 11l."ltJf1 10 11\(! Cl1Uflty Plorctty "Por:li5N lor ;)n In1ormtl\ C\~S(,!5snlOnl
t"'ll.!illq inln \,n"~idl~,,.,tinll :I'J;libhll1 (,1;prn"llfl'w. Arli fa.: pI0r.,lh~1l h;l';nd nq ;u, '''.-;lim:lIr in:r,', ,11 (('qul.'"l nl ('Ill,,>, flll)'flt m .t~p1l0f, bl1 ~db";.P.lllJf'!tJlly "n;')djlJ~1Cd \JPon tec~Ir>I, of l:lx .bill
011 r:f'l1rh1iOll "''It i1 ".1.1'('r"l'l ,tIn II1"t rlfpel "~ Itl ill" c:lfI~illq ",blp/ll.'nl I , I "1" ,'~i,: "I' '
M. ~Pr:CI^L ^f,srSSMf:tn t IEtJ<;: C"lh1i,.d, r:nnfufl1Pr! ;lpd rnhli,..d <;pl~(';ql :-1r:"'~~.O:;llll"',1 11011", ,'''. of d.-,Ill (It r::llt;il1q (;llld nof ,':'i of ,Eir.1C,livo Dille) ffro to h(!". p"lid tw S(!!ier. "c"~i(\Q'
"r~ll"; ;i~ 01 (I;1tr> 01 r:tO;.ilhl -,1':11l I,n ,'~.!";lt1llrd 11)' Pill'!'! II IIII' il1'l"f1\'"n:pl1l II,'~ h~"'ll ~\lh~.I:IIlIi:1:ly C011I\1lf'l"d a... or E!rpcliVf1 nnl~, "I~h rmnrJil1g lif"!r' 5h;'JII hn l;OIl~id(lrnd :'\5 cmlHifJdl
r:onli, IN.d ('\r ri\lirj{ld :11111 S,..ll.., ..1\,111,:11 ,:I,r;11111 I,,. r h;trq,.d ,111 ,"1l01l111 ,..qll:1f If") lhf'l la"t (\~Ilfll:lfp. pC ;1"...,t""!I;.;r1lflf1( /N f/ln j'I'(HOVPffl('nl hy II.~ o"blic tJod;~
N, IllSI'ECTlOIJ. nc:rAlh MJP 1M If II UIM ICE, r;"::.,, 'N~";nll, Iha1, ~o "r 10 "~y~ p';,,, In rl,,'~i"q, ",,' c.P':;'''J, ,,,,;,1 (jnc.h~Ji"l1 il\cl~?'bia ~~ soilils\ n~I'b')(i~:,lo~ '~''-;;J1'nldlior ~1;)'lIr
do pol h;1vO :lny VI~,lnl t rVIPFrJr.r:. pf ~':Il.r:. f"\1 w;1lr', ";'111';1.1'" ;l'lcf IIlat lh,.. o:',t'nli(; l;'lnk, pool, :)11 "n:lit":r ;t("'<pJ::1IIf':Pr., h":tli'lQ. cnoUr'{1, ct~e1ritt\t, P(umbfnq '~yr.tOrl1S nrd machInery (\ro
jn \VOIH<1t Ie; cotJOlllnr.1 Illlvp' ",:1'1'. ;,1 flll\"P' "; P)jlPll";P, I\;w," i, '0;\1('(" lill"" r,~.,rl,.. 01 1IV'l;.n th',,;Ol~ by ;)n ;"1rr'Cl}1, i;'\lroly rtodrln lir:nnr,cd On;50n dnn1illr;] if\' lI~.I~o,;slriJcl16n, rf1jiaif 6t
mil:/ltpJ);lI\f;r"! of Iho~p i!.~'n'; :",11 '~h,lll "'''p'lrl II' '.'Ifllfll<') I" S('I!I~' !;\wh 11('111"; Ih~11 dn !It)\ rll~f'I lfw :lhov-.-:' ~.I<"lIl(I:lltf<; il~, tl) dc(bcls together viilh Ihe ~o~il 01 cor'lccflrig'lhcm, nrior 10
[3u,'r""~ OrrUfl:lIl('Y rrr I1nl ;pr,_, t1':1" In rl.,~,; II,H)r lp rlll'il!~ w!ufh0Vf'r nr.rIJl<;. lir,;l \JflI(Hj!j flll)'f'r ;eno"~ r,llr,h dplf:'r.I~ wHhin lh:lllim~ BlI'1N slmll bo H(:~ri'Cd 10 h:Jva w~ivcd Soller'g
w:trHmti('l!; ;,.'j 10 d1"10rl~ !lc'l Irpl)lll"d 11 "''';1I1~; pI 1I'1'~;wp.I1lt'1l1 j'll('! tf"7'qll;l~rl. ~f'lllrr r.h:ltl n,"lv un 10 :1"'1.. or Ihr"! purr.hi\!;fl udca for svch rePil1r1 or rr!n/:Jcl!mt:!nl!i by ':UI :lpprOj)/"ialelv
fkuidil lir.cl'I~ed pr.r..nn !",r~lf1rlprl ".J ;,,"':11'1 II 11'1' r.,v;1 Ipl ....llf~h ',"'rnirl; or IPpl:ICflrllpnl r....f:(>0.d.. 3% 01 !h11 P',I'r.l1il:.r! n'iC0, tllly~r br S(lllel mOlY r:lnct 10 PilY'SllI':h ~.xr.os~, r;tlllng which
eilhe, P:lrly m.1Y r.rlP"pl !Iii'; Cn'llt.l(,i II ~,j.il'.1 I'; 1111.)\,1,. If) I~nl/P,..l IJtI~ dpf{lr.lr. plinr II) r[n,:,.ino, (Ilt, f"':C1'it IhPt1wl 'jh:lll he p:tid 11110 oscro'...' at cl(f!;ing. 0p.llor wW; upon 'e,a~onablo
flt,llc(l, lH{Wldc Iltlhlif"~~ ~;f'rvil"f' Inr 1",,;pPI:l'n'I'~ f\"t~"'''1'11 1:III','li."... I'.,lp ;11,:1 11'0 do!"ipq, ~pl1,.r ".11:111 fT):lilll:-1;n rtflpnr1v il'lcltJdinq tMlt IV")' lin,ilf'ld 10 lho Inwn tll~d r.hrubbOIY. In tho condiUon
I}('(.~in wafritrllrorl. (lfl!lInry \'.1\,1/ ;'11(1 11';1' j"~. ,'rll'lr fl,'I....\ r-.'l,,:r I,n PP'IP;flf"lf :"Ir,(:"~t; (c,r in....I)(1r!lf'" (\r rf(1p~lly .,,~ior 10 c/(l'i;I1{1,~.inlorrJm 10 c{/nfi,m. cnmpljn~~c(} ~j~'., ,1I.ll.S Slimda.rcl,
0, HISK or lO~:,; II lhr. I'H'P"II'I''":. d"I',\I,,,d hy III" ill Ollll'l 1',.rll:111{ h,'[{)'n rlll~jl\~1 ;lnd CCJ<i1 (11 ''''ilf")'ali(l11 dOP!'; !lnt (!I(Ct!Od 3~ of \hl"! Hr,Sf!!H~cd Vnlu;l\klll 01 tho Properly ,;0
{I,1111:1l]l'd, c;n~l 01 1f"'r.k.t:JI'tlll r.h:lll Ill' :\11 I" ,ruj,llh)n pI "'1' :.I<I,'r ;\1.,1 r 10\ ;11\'.1 ~"':111 n'(Ir.f'<r!d 0\Ir~HJ;1I1t 10 lIii"! lhl f115 or Co"hj'\c( wil" 'n~lnr :\H()n (",0:;15 p.r.cro~d l1l ddslng. It lhO cosl
01 rp~ln,.'llirll1 t"O'(C:f'l""d~ .TY.. (If 111,. :1o:r-,PO;" ..1 ~ ,\l\t;dhll' 01 1111> In'Cl,p"P'I',qllr. ~n dilnl:1rl(~d. nU'r'~r !':h:lll h;l':r lhr' option or r'lilhpr \:lklno Pronr.lly n;r; I~. IOQp.th~r with either 11)(1 3% or
;lIlV illr.llr:lllr:n I'lnr.""lIo; fja\,;III'" I,\, Vl! 1111\," ."1( h 1,-'''','', rl' .1;\11':1;11', III 1\[ r~,Il' I'tlll\i) r,nnlr:lr:l :11\rf ,prf'iv;"ll ,,.!lllllllf dl~f"nr,if(~, '.
p, ,.,nOCf~En~ or S-^IJ; f:l.n:-.HJG Pf!(HTIHJnr: f h,' 11",'d -,kill lJ'~ If'(:\,,\.I''d IInOll (",;I"iI':1I1(:1I nf IlInde; 11 :l\l!;h:'lcl, r:vi~lrHlcn 01 lili('l !;hnll he! conllnund ~l"A~~or'!\,~o"pon~o 10 show
till., in f1uyr'. wilhpol .'''\ 1'111 11,"ljl.""f"; "1 ('h:lli\l" .....!ticl, wlJp1d "~ltd'7'1 :,011~, r; tillr! IIf1fll;HLo,..I:lbl,.. I,rll'n l!-of'") d:1l~ 01 lho 1;'\$1 c'Jidnnco. Procp.t:lds Or Iho 5al0 5hfth be hold In escrow
hy ~;'.llrr''j il!lf)rllr~y or h,' ",111'" n!hl~l 11,11111,"1.... .11~r:.;pl,lll!.. f'I';l:fllt.... :lfj/'n' lnr :1 r/!lilld (.f nfll l\oilo~r Ib~n [I d:l~'!i '''on1 nod nllr!! 'clQ~lng d;llo, II Scllljr'~ liUn i$ rrnoClcd unm:tfllo1;Jhk1.
lhll"'IIlJ" 110 l:lull 01 n!lY~'. n,,'lr'( r-,h;"lll, \"/11'1111 Il.~ ~1 rl:ly nl"'f'/lrl, flnl,ly ;;:pll.~, in 'Jo/(ili,,'J 01 lllr. drl,.d ;lnd ~(,'lor sIma 11:1\10,3,0 ~Inys from cfnlo or rocoipl 0'. ~lIch rotitlcnfion.la curo
;III! dt,f('cl II r."IIr.r 1.,11.... 10 111111+,' rlnf~ Ih,' 11..1," I, ,,11 rll.pq~Il(".J :-;1':111. Pj:l)ll \'J1;Il~n l!"Il\;'lId hy (ltr\<'Pf ;11111 willlirl 5 ony~ nfter d"mm'd. be rolwO("!d to Ouyor nnd slmu'lflnoously wilh
~1J{",11 If'O<lvrn...nl. nl'Y...., r.II:111 ,nil II 11 P0ff>,r"'l1all\, ;111.1 v;,,,'~II'" rl....;ll r'f(lfH"1'( :lllll "~r.rlllVf"Y II 10 [;flflN IIV ~p""ci"f w:vr:1f1ty rlI)cd. If Royer ,,,as to rl1;tko Urn(!ly dl!nr:ind 'or refund. f3uyar
!"hall Inkll till,., ;10; io;. V'.'f'lI'...II'(l :111 'hlhl~, ;,ll;wv.l ~~I'I:~1 ;1r; In ;ll1y 11l11'/VI'l1I11Q dl~""I" f'rc~pl a", 111:'~' b0 iW;lil.,h'n 10 Olzynr by vidllO of w;vrilnlios conltlltlcd in tho,deed, II, a porllon
(II "'f'! p111f.h.,...n prif:fl i~. I" Ill' r\t.rivI"1 /II I'll 1II';lll\lI~)f\:11 till:11":"",) p, II'fIlJ.ln,;ino, rc.~qlJif(',1I1~1l1!". (II :1,,, Jl~l.lttlfJ In;.lilftlion .,h fa olnr;o, limn 01 dny ;lIld ptocvdwn,l) 'or cJoSillQ. ilod lor
cJlf>.blH!'if"'rl1('nt 01 1T',nrln:1qro \l,.,cr....t!;. or.h,\1I ""!ll'nl q\'l'T r.m\rll"l ("0",',11,11 '1111111". <:,,,:,,,1';".1 S,.!I("'r !)....:111 h;l\'(! lhl1 dql,1 tn H"!fWirf'! from Iho InllrJin(J ill~.Ii1\JI1()f1 n wrillell ~ommllmonl (hnt
it \Vllllln! wilhhold d,'J~II;.Pllll'111 !.j ""Hlq hI" 111I\(':r'I'rh .'1'. .1 fe~ljll nl :rn)' 'dIp rl,"Ird """hIlJ.1fh1< In nlfrnt.ltl~)flq,1q')r. The l;'.r,.CH1W ;llltl tlo~illl1 rltocndure rpO\lirnd tly Ihl~ SlnntiiHd
mil'll 11.... W:lil,','rll[ lrtlf' :Hlf'nl il\'~\lIl'~ ;ldv"I':p rl1:1'1..'.... 1':11 ~":11\1 10 ;'I't:!jnll r,:'l In -11, r ~~ (HH\ 7). fl"'; nfl,f'nd....d" .
0, f::,cno"J~ ^"'{ f~",r1{IW .lqr...1 ('~!~~I~ ) I'" ("I,i'\fl hll1d',; 1)1 f'fjtlIV;\!P"{ I'; :IlJIl'l.',if"d .""j ;lq,ron1 t:,y i"!i':r;ppl;Hlr:fl of thrm to d(~(1"5H 'I1Nn nIOtf'pUy.liokl srihiry Irl c5c;ow and.5uhjhcl
10 t:lp,lr,ll\r;ll, rli;,hlll'_('< 11,1'111 III ;ll~(o,d;)w.,~ ,....1111 !PlrT'C', 1ll',1 rf'Il'ldll1/1~ 01 Cnnlr,H:1 rrlil1l1{~ r)l r-;I",lI;)nr;O 01 (1IIld~ !;hilll nol P.'(ClI!;O Olr/~r!i nOlrQ'I11~I1Cf!, "in ckJubl :'IS \0 ^ponrs cfutins
01 11,11,,11"""'" 01\"('1 Illp pll'\'I'~'!IIl'. pi COlli';" I flll,'nl tn;l',', ;11 ^O'~llf"", ppl;:l", r:olllif\ffr. fo hold the ~"hi(?r:l frl.1l1o'?r (II lhf/ A!icroW ulllil lilt:? fmrlj("ls mulutlUy nglVn' II) it.! dislxns~",cnl.
or lIllIl1 ~ illdql1ll~l1t 'II .1 f:t11111 (,t l'0I11p,..t"1I1 1\lwakIHl/l ~.h;l!l tl1'11'1/1I1n0 "'f" riqhl~ (,I Ihr' p;1I1ir~<; or ^Or'f11 m;,y d("'no~il wilh lhe clp...ll 01 Ihr r:.irClIil r.o\lrl h:lYinq Jurlsdtclion of Iho
rli,,;plIlr> Upon nolll',ril\;] ,1li p.lll'p'~ f Olll-:r'll\l'([ i,l ~,l...1i ;1{ Iltlll, ,,:lli;,ruldy Of! fl,p pad of ^qt'Il' o;h;lll fully t(1"Jlil),'I,~. ('lxCf'plln 'h(! r.."hml of ;1GcolJolinO fOf ;lny l1e",s Jlfcvtous1y ctf!livolod
0\11 of P!'Ir:rnw II ;1 "I'.r'l"~f'd 11':11 ""<,1;111' 11I1'\,"r ^ClPtll vl.1I Cl1ll1pl.,. wllh P'lIVir-,;Clllo; pf LI1..,plp, ,\ Jr;" r~ (I~HJ1).;15 ;'1ll1{"!l1dn.d ^i1Y 5nil \)('Iwccn nu)'cr :'Incl Sryllm whorn ^nellt Is mndc
:1 P;1tty l,r'lCi1\1!ifJ o( ;1'~:;1l~1 ;1'";, ^()r'lll h{'rl'''lld"" lH III ,HI{ ~fti' \.,lwIt"n ^rW/lf ;nf""[l/";lrJ.'; Illtl ::;uhjpd rl1;,llf~r 01 Iho nSGmw, J\o~nl 5hnll r(lCO""1f rCi1!ioni1blo nllornoy's .fees and COSl9
I/l(:llll("d wilh 11111 I.~l'~ :lncl r'l,,;I'; 1'1 11(' d ',;'11"11 ;lnd ,.,....~fl:.,:f1l1 ,'~, !:' .1111 ('n~l~ ;n !,"/nl 'II II Jf"' I"ft:!vnilint;' P:lf Iv. f':11 lif!5 :l(jlcn Ihllt ^gCrll shnll nol he liilhlo 10 nny p:lrly or r"rson
hlr t11lr:.rfr'h'/~IV In RlIyrl (1' ~~(,lI"f pt rl("1111; '~III'f,'d 10 1/'1"; f';,,;n~l.'/,1I1l1/100:-: ',I}ch /ni,oo:dt.jjvr''1 ir, r111f1 rn will"ll hrr:1rh 01 Conl1;lr:l or O'O!ir. nCloli00nr:n of ^mnl.
n, ^ITOnNEV FEES; COf.l~ ill ;lIlY hlttrl!u't1 ;111';11"1 nlll <)1111;--; (""1\11;111.11." p',~v:)l;il\q p:lIlV f>,h;lllhf1 f'ntitlpd In 'l'I"'O'/l"!f T(,;l~rlllilhln ;lllnrnf!Y'~ 1~f'S nnd CO!ils..
T, CONTllAf':l tJ01 nEcnnp^I1U'; J1r nf,()fl~ nOlltln; NOTIr:r:' t.Jl'llh"1 lili-; C(Jllli,l'J '''11 ;my II( )I'r.~ ('Ir
llllHO In lilt"! 1Ip-II,..fll or II,,' p:lIhf'l!; ;lIld 11,.,,, "II(~I,Il~.t"r)I~ '11 jllll"P~~1 'l"II"III~V("f lh'l rnI\I,'~1 fl"flllll;. "',ir;qlll,.,r
In 111("' 0111011)0'" 101 0111/ p;uly 0:.11:.1\ h,. :''', ,.rlpd!'.'!' ;If>, If (jl'/nlIIY III 10 Ih;,l p;I,I',-
tJ. corJ\'f:~^ricr:: :1r'llpI -.11'111 r.Ofl'/"'; 1.1!/1 111111"1l11'1"'f,,:r\y 11'1 f.I:1hlloty w;lnn"ly. "pr,le'", r" ppr~n":11 'PIJlro!';rl1ll1livll'S ojr ~J'1i11f1i.1r1'~ dnClt. i15 ntlllrClI>li:llC 10 It'l(! "t~i;;~ or Seller. suhJect
nl'~Y It, rJ1"U'lr"j r:ttQI;,If1pd III f";II;Kl,tlpll VII :11.(/ 1l1/"''':'~ qllh~lw;:.r. il":I~('\plr'd hy n..y!"' I r'I'I'~flll;,lIy :",,11:111. ilt ,,"qllpr;l 01 131")'''1, hI! 1rnnr.:.forrf!d hy .\(1 nb~olul" bill 01 n:t'f) wilh w:\rranly
flf 1,11f', ~lltli(1cl nllly lel r,lwll 111;111",,,,; n~ 111:1Y lIP oll,PIWiql 11l(lvillf'll tnr II'-"PUl
V. 0 T I H: n ^(iIH: (ME ~nft fIn !lItOI n, 1"1";1'111 .;Hlr"l'lllpnf~ 01 rf~P'P:-:f'Ilr.1Iit1n~ ~",111 h,! hilldi',n UpOIl [11 r{m ('( ,sf,l1nr unfc.r;s il~~Jl1rl~d In Ihis Cfmlr:lf:I, lJI, modj"lr.aI1ori of ch;lt"IQO Irl
1IIi... GOlll';l~ t f;II:\III'f~ valul')1 I ill.lillll '1\1'"1'\ Il,r 1\,H lic.r. \'IIII~".'; ;'1 WI ilillO :1"rl ,.....,'cIIIIlrll,i' II,.... I'."ll ty 'or Pil' l;,.~. il1!p,,(!nd 10 hn l)f)tIl'\(II,y il
VI, VJAnn^NT1[!';' .'";..llpr '...'.11';1111.', 111.'11 III..,,' :1'" 11'1 l;;cl~ lrlll1'....'lI ,,, ';,..'d't'f ",,,,t,....i,'llly :,If....c!in() ltln V;l'i1l"O or H,..., nf"O:)1 rr,np,..rfy whir'":h ;u" nol rp.illfiry oh~erI,lOlhk1 hy 13tl)r't'f or which
h:1VI" nlll llop" (1,".r;I,)",;. "1 IfI r ~11'II'f
il 5"~1I hI) ",,:oldcd ill ,,~y public Irr.Olljq, this Gorli",c( st,nll hind ririd
-.1 ,~II illr.IIJdf' pit II ~I ""j on.., n"I~lrr r,h:tll ;ndudo ~n, ~,Iolico given by or
',:
s, r^,l.tlnr: or "'Enroru.~^r1cr. II nil',"" /;tt\'; In PI"Ir If III 1l1I'. ;',1)1,11.11:1 \"'~"111 t11'~ I'n.., r,pl'f:.flpd (iI1"It,'h1q r.;1~'fllf!nl o( nil d~rCl"iillfi)), Ih" d(l!lo!iil(~) O:lid by Ouyor may be Irtninod
t't'{ ,.,., Ip, Ihl"! f,rr:nlllll ,-,l ~,I.I'I" .v. ,lfJ't:p,1 1l;"lIlliqll,rl:lll"l d;llll:I(j....., I ""'"',l,lrl:llllll\ le.I lhl! 1..,{leltll.H' nt Ihi~ Conlr;ld ""d ifllllll r.oltlf\111(ml of ;1I1Y r.lilim~: y,.h~rCllPon, Bu'yfH and Soller
~II:\JI hr' Irlll"'\l0.1I pI ;111 r)hliq,\hnll'. lIndol (.111111;11'1, (If :-;..llr'f, ill ~;'clipf ~ /lj111l1l1, nl;lY p,pcr.rd in f!r'1lli1y Iq ~nfnl(:11 !~l1~t'~ cr(1l'I~ ul\elm If\fr; Con1tI'C"f. U, for nrq t(!nSOrl ('llllor Ihi1n tnilUte
01 ~l~llr~1 1'1 lIlil~n ~r'IIt'I'!,; 1.\'" 1tl,1Ih'l:lhlp .111"1 ,II1fjPIlI 1'1It"I, ~;1'1I(', r;plr;, Il(,(llrel!; (If 'rl\lr,,~~ 10 llfldnrm Ihi<; r.Of1h:1r:l. Ihl1 nuym may senk 9pP.'cilic ncrformnllco or,olnel to rncelV(!
IIIP ffllt"O or nHyer'~ dppn~.ll('~) \',ttl:'!JlIl Ill.,...,.\, ',IJ,11....lIHj ;lli\, :Wllt)ll In! d:"n:HI...... r,..~'lIllir't1 ftfllll S.....!lt'I.r; "u~;!I"h
,..' ,,'" ,".
ADDENDUH
---~-----
TO 'l'HAT CERTAIN CONTRACT FOR SALE AND PURCHASE dated the
day of , 1994, by and between FIRST FEDERAL/OSCEOLA,
a federally chartered savings and loan association, or its assigns,
and the CITY OF CLEARWATER, FLORIDA, a Florida municipal
corporation, regarding real property legally described as in
Exhibi t "A" (the "premises") a ttached hereto and made a part
hereof.
TO WIT:
Closing by Buyer of the transaction contemplated herein is
conditioned upon the following terms and conditions having been
fully complied with at or before closing:
1. CITY-9..Q!1HIS~ION APPROV1\~
Following execution of this contract by Seller, this agreement
shall be held unconditionally open for approval and acceptance by
the Clearwater city commission for 45 days following receipt in the
offices of city of Clearwater, Engineering Department, P. O. Box
4748, Clearv/ater, Florida 34618-47'18. Unless this contract is
accepted and approved during the time Ilerein allowed, and written
notice of such accepiance and approval is delivered to the Seller
via U. S. 1'-1ai1 vlithin 15 days [ollo\-ling such acceptance and
approval, Seller shall have the option, at its sole discretion, to
terminate this agreement, whereupon this agreement shall be void in
all respects and all parties hereto shall be relieved of any and
all further obligations hereunder.
2. BIGHT OF ENTRY
Follo\-Ji ng approva 1 C\ nd acceptance by l3uye r, and during the
pendency of this transaction, Buyer and/or its agents, at Buyer
option and expense, shall be permitted to have access to the
premises, subject to the rights of Seller, to make surveys, make
measurements, conduct a commercial Phase I Environmental site
Assessment in accordance with ASTM standards E 1527 - 93, et. sec.,
and phase II Environmental Testing, if recommended by environmental
contractor, perform engineering tests (including drilling and
coring for soil unalysis, if desired), and otherwise make such
physical inspections and analyses thereof as Buyer shall deem
necessary; PROVICED, however, that Buyer hereby assumes all risks
of such entry and agrees to defend, indemnify and save Seller
harmless from and against any claim, cost or expense resulting from
any damage to or destruction of any property (including the
premises) and any .injury to or df.':!ath of any person(s), arising from
the acts or omissions of Buyer or its agents in the exercise by
Buyer or its agents of this rigllt-of-entry, and Buyer agrees to do
no act which would encumber title to the premises described herein
in exercising th is r ight-of-entry. Any damage to the premises
resulting from Buyer's entry upon the premises shall be repaired or
corrected at Buyer's sold cost in the event this transaction does
not close; prov hied, however, tha t noth ing con ta ined in this
provision shall constitute a waiver of any of the rights or
defenses available to the Buyer as a Florida municipality under
Section 768.2B, Florida Statutes, the "Sovereign Immunity Waiver
stat.ut.e".
3 . E NV ~ R 0 NM. E NT ]\.k..~ 0 ~T.b-}lI N 1\..5' I 0 l!
If environmental contamination of the premises is revealed by
the studies and test conducted by Buyer during pendency of
settlement of this transaction, in a amount and/or concentration
beyond the minimum acceptable levels established by current
appl icable govermnenta 1 author it ies, Buyer I s sole and exclusive
remedy shall be to terminate this agreement. Under no
circumstances shall Seller be required to correct, remedy or cure
any condition or characteristic of the premises, including but not
1 imi. ted to any env ironmenta 1 contamination wh ich Buyer I s tes ts and
studies may reveal, as a condition to settlement or other
performance hereundl~r. If Buyor elects not. to terminate this
agreement, or elects not to secure any tests or inspections, Buyer
shall take the premises "us is" and assumes all risks of condition
of the premises.
4. CLOS~NG ANp POS~~~SION
Upon all other terms and provisions of this agreement having
been met by the parties hereto, except closing and possession,
closing shall take place and possession shall be delivered to Buyer
not later than 75 days fallowing the effective date of this
contract For Sale and Purchase.
5. -Ne- ~ROKE..BS *
- En c h p6 r l=y-frf~\'frt i ve 1 y r e pre 3-e-rtt::s-\:-e--t=.h.e--e-t=.h e r p (;\ r I::y th at no
-brokr;;:l::::. have blO:en il'\Iolvcd ,~n tlji~ trt'ln~actien and no broker is
--ene-it.led to pnyl"t\e'fl~ u tenl e3e.e.te cOn1mit3=:5ioll becau:se of thi~
er'6ns6ction.
6 . ~1\DON GAS J~tQTll'_I C!lT-+-.ON
As required by section 404.056(8), Florida statutes, the Buyer
shall have notice of the followjng:
RADON GAS: Radon is a na turall y occurr ing rad ioacti ve gas
that, when it has accumulated in a building in sufficient
quantities~ may present health risks to persons who are
exposed to it 9ver time. Levels of radon that exceed fa:b:al
and state guidelines have been found in buildings in
Floridu. Additional information regarding radon and radon
testing may be obtained from your county public health unit.
ACKNOWLEDGED AND AGREED as of the day and date first above
\<lri t ten.
~ / "/}Ad~
\'1ITNE~
JJ.!:Jl.L!.fk Lf,. CjIL~W-__
WITNESS U
FIRST FEDERAL/OSCEOLA
Savings & ~,)n)\ Association
BY~
James B. bavis, President
X~~tj~ Q.b~
PhYII~~n, Secretary
CITY OF CLEARWATER, FLORIDA
Countersigned:
=-r-;-
Rita Garvey
Mayor-commissioner
Elizabeth M. Deptul~
City Nanager
Approved as to form and
correctness:
A'I'TEST:
Alan s. zimmet
Interim city Attorney
Cynthia E. Goudeau
City Clerk
*See enclosed letter from First Federal/Osceola.
"',
'. '.," ... .' " , .' , .
EXHIBIT "A"
IDENTIFlCJ\'rrON OF 'l'IlE lJJlOPER'I'Y nnd .LEG^~ DEScn:rp'rION
'l'he proparty un<lel~ con~ider.ation is fl vacant parcol of upl and
along with adj oinio.g !lubm('lrged land$, located on t.he vJ(~8t GLOB of
Pierce 13oulavard, batwGon Pierce Gnd COllr.1; Streets, Cloarwatcsr,
Florida, and is logally described us fOllOWS:
A parcel of upland and contiguous submorged land in Section 16,
Township 29 Soutll, Range 15 Enst, Pinellas County, Florida, being
more part1culnr1y described as follows:
I,'rom the northeast corner of Scction 16, 'l'ownshlp 29 South,
Rango 15 East, run south along the east line of said Sec~ion
16, n distanco of 1,546.16 f~et: thence South 09'45'00"
Went, along the south lino of Piarce Street, a distance of
2,?-09 feet, ",ore or less, to a point on the woster),y ri<jh-l;-
of-way l~ne of P~arce Doulovard, ~oid point being the Point
of Doginning; thence contlnue South 09' 45100" Wost, along
the sou th boundary line of P:i.erce 100 Condominium, a diS-
tance of 700 fG~t, morG o)~ less; thence. run South 09' 02 '16"
Wast, 8 distance of 207.8 fsct, more or IGss; thencG Tun
North (19' 30' 00" Eas t, C) distancQ of 190. 1.l2 feet I more or
less; thence r.un South 23 '19' 00" Wast, a distance of 205
fe~t, morc or less; thence run aost a (listanco of 810 foet,
morc or less along ,the nor.th right-of-way of Haven street
extended, to a point on the westerly right-af-way line of
Piorce Boulevard; thence run along Gaid westerly r.ight-of-
w C). y 1 i l\ 0 0 f Pie r c e 13 0 u 1 e v in' cl I i n a no J:' l.: h - no J: t " was: t e r 1 y
c1:i.rect:Lon I ha.v ing {) cllonl bear. log Nor.l;h 17' 23 103" Was t;, (I
dJ.stonce of 57'/.02 fcet, to 'tho Point of Ocginniog.
",
'j-...,
FIRST FEDERAL/OSCEOIA
SAVINGS AND LOAN ASSOCIATION
JAMES B. DA VIS
President
August 4, 1994
To whom it may concern:
The below listed broker was engaged by First Federal/Osceola to assist in
marketing the property. First Federal/Osceola acknowledges sold
responsibility for the commission to be paid to this broker.
Gary New
Auction Associates, Inc.
4823 Silver Star Road
Orlando, Florida
James B. Davis
President
-........
2200 Live Oak Blvd., St. Cloud, FL 34771-8462 . (407) 957-7401
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raPO'A1 KIl, thQ undQrsl.gne.d b.ut.hority, per$Ona.lly appeared
Phy11i.' A. Elam, WhO, being tirst duly sworn, dapo&ec and e~y.:
:I.. '!'hat aheis the corl'Ora't:eseo:t"8tary f01" Fit.t:
Fedoral/OAooQla., Savin9~ and .Lo.an AcuJ:Qcia:tlcn {bar.in "Sel1.extt),
witb its hQadquarter. offieea located in st. C1aud, Flo~ide.
2. That tJh~ hae perrapna11y r.aCl and \UidQ~~tands: that c~t"tain
Contraot Fo~ Sale and Purcha~Q (h~r.in "Contract") aa eXQCQt.~ by
Jan.. B. Davi~ I Pt:\'Jf1.id.$nt., Pir:nt "QdQral/(!)m~aola, on AUgllst 4. I
1994, proposing to ~Ql~ to the city of Clearwater, Florida (he~ein
HBuyer't), oertain r6al property owned by Seller. in CleaJ:'iliatf;11t',
EinQllas count~, Floriaa a8 id~n~ified in s$id contract.
3. ~at Dha did. joil1.tly- .x.out.e. the "ADOBNDTJ'H" t:.e. said
(:to'fj~-8Iat wit.h 3am~ s. r:>a"i~, atld. :oil.ly inadv~rtQntly failed to
~1:. the ~v.r pe.c;re of the contxsot..
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4. That; whe will d\.lly e.xec;t.(t.~ Cbe corltJ;'Qot Clover page jottJtlY
w,ith 3amGla B. Dav:lQ :immad.ia.'t.Clly upon x-eturn of the dup1i.cate
originals of the contract following approval and aoceptance,of th.
~ntre.~ hy the C3.ear\ltate~ City COm2nlesion, and it$ e"ecution by
duly a~thori%.d city of Clea~ater officials, thereby ra~ifying
said oontraot in all r~ep~ote~
.5" 'rhat a t~cgJ.~i~.i. txana.m.i.tted oopy of this;; d..t)Cum~nt ~);'~n9
he.r .' s.1~tl'\:ur(;l. Jtlay be relie<! upon' lU1d carry full w.ight and
aU~Qr1~Y aqu~11Y ~s an orlqln~l.
6 . Th~t the represent I. tions embraoed herein ue fo:t' the
PurpQfilQ of inducing the CITY OF CL~At:eR, it$ aqQtlt~1 $UCCQ~sor~
and .~siqns to rely th.reoo. .
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MEMORANDUM
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FROM:
Conunissioner Deegan
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COPlES TO:
COlVII'J/lSPlnl\l
PRESP
Date 'SEP 0 9 1994
CITY GLt.r.,C\
TO:
I(athy Rice, Deputy City Manager
COPIES:
Mayor, Commissioners
Betty Deptula, City Manager
SUBJECT:
Purchase of the Norman Bie Property
DATE:
September 9, 1994
************************************************************
This may 110t get to you in time for. your response to Commissioner Thomas requesting
detailed information on what the City might do with the property, once purchased.
Nonetheless, I would ask that discussion of this issue be joined to a more complete
discussion of an overall comprehensive stormwater management plan to show how this
parcel is integrated into sonlething much bigger. I sometimes get the impression that we
take advantage of opportunities, which is sometimes a good thing to do, but without
being sure that they fit into an overall plan.
Thank you.
.
AXD/cb
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The City Commission
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FROM:
Betty Deptula, City Manager
n,~tt, SEP 0 a 1994
CITY lIf..Cru\
COPIES:
Tom Miller, Assistant Public Works Director/Environmental
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SUBJECT: Norman Bie Property
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DA TE: September 9, 1994
Per your request for information regarding Commissioner Thomas' request, please accept the
following:
J. What is planned for the property?
Environmental Enhancement in conjunction with the Downtown Lake Project.
The project will provide a structural collector for all outfall pipes draining from
downtown, to remove "point sources" of storm water outfall and combine them into a
common collector that will spread the outfall across a broader area, planted in a
manner consistent with the planned improvements along Edgewater Drive. This will
reduce the adverse impacts from large dosings of freshwater upon marine life located
at the outfall points. This enhancement would also provide the opportunity to further
improve the upland landscaping into a "Park-Like" area with benches, and perhaps an
observation platform overlooking the enhanced area with benches, etc. This would tie
in to landscaping along the causeway. All created, structural collector pipes located
at the land-water interface will be obscured by the placement of natural limestone
rock to also protect the shoreline from erosion, as might naturally occur, and provide
additional water quality improvement and increased habitat value.
II. Can it ever be developed, how, under what. tenus, etc.
The property could be developed, but with difficulty. The area is zoned Urban
Center (Bayfront), UC(B). This zoning district has minimal setbacks, except a 40%
property width view corridor requirement. A 60 foot tall structure could be placed on
the property, but must also include adequate parking and stormwater treatment. A 25
foot wetland area setback would also apply unless the property was sea walled. A sea
wall has been discouraged by the regulatory agencies during past attempts by the
original property owner to develop the property, as I understand it.
Please let me know if I may provide additional information.
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Item #
CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
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Meeting Date
SUBJECT: Purchase of property for North Greenwood parking lot.
cr_1 a .C; L/
RECOMMENDATION/MOTION: Approve a contract to purchase real property known as 1010
Engman street, legally described as the South 100 feet of Lot 5, Block C, C. E.
JACKSON'S SUBDIVISION, from Alfred S. and Annie R. Bridges for $14,000 and pay
related costs including environmental and asbestos surveys, asbestos removal (if
required), closing fees and demolition costs estimated at $5,460 for an estimated
total cost of $19,460,
~ and that the appropriate officials be authorized to execute same.
BACKGROUND: In September, 1988, the North Greenwood Commercial District General
Development Plan was developed by the North Greenwood Economic Task Force,
Clearwater Neighborhood Housing Serv ices and the Neighborhood Re-Investment
Corporation. The plan was to revitalize the North Greenwood business district,
including development of a new parking lot in the vicinity of either Palm Bluff
or LaSalle Street. $300,000 was earmarked for the revitalization program when
the City commission adopted the Penny For pinellas interlocal agreement in 1989.
In its meeting of January 6, 1994, the City commission approved the purchase of
three lots immediately adjacent to the east of the subject property for inclusion
in the proposed North Greenwood parking lot. At that time Mr. Bridges decided
not to sell the subject property as originally planned. He has since changed his
mind and is willing to sell the property for the appraised value of $14,000
determined for the City on September 29, 1993 by Candler-Sawyer & Associates.
In its meeting of May 13, 1994, the City commission approved the 10 year lease
of a portion of the Christ Temple Church property at 1304 North Greenwood that
effectively linked the City's North Greenwood Sub-Station with the Bridges
property. The purchase of the subject property completes the assemblage as
originally planned for the North Greenwood parking lot. The parking lot is to
be owned and operated by the city of Clearwater, is to be free of charge, and the
construction is to be accomplished by the City's Engineering Division.
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In addition to the $14,000 purchase price, other estimated expenses include
$700.00 for environmental and asbestos surveys, $1,500 for asbestos removal (if
necessary), $3,250 for demolition and $lO.OO for transaction closing costs.
The available balance in the North Greenwood Avenue Improvements capital
improvement project is sufficient to provide funds for this purchase.
Reviewed by:
Legal it:rl-
Budget ~
Purchasing N/A
Risk Mgmt.
N/A
N/A
DIS
ACM
: Other
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N/A
submitted by:
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c'"_ <:A- \ l"'\ Cot --\- eel
Costs: $19,460
(Current FY) $700
Approved
Approved
w/conditions
Commission Action
Funding Source:
Capt. Imp. X
Denied
Operating
Cont1d to
DlitC:
Other
Pnper:
Appropriation Code(s)
Attachments:
Purchase Agreement
Boundary sketch of parking lot
(including subject property)
Not required X
315-92816-560100-541-100
Affected pnrti0s
notified
Not required X
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nr.cr.n1cd tJy ""0' loap~o or I"" "~'1IJI'r.rnl"!nl,,; kit O~O;lIn'pl..)" illO n,..1 In Ilt":f'O,t!:lIlCIl '.'Iilh Ih('f 11~"1l5 01 Ihi, CO/lh:lr.l or rnorlQiuJl:tO ",filellS n ch:uoo 11\ ('...cns'1 o( Iho sl:Jtcd nn\Ql.ml.
Sr.llcr or OllYN "':I"" fr...;dnrl 'hl~ CUlllr;v:t hy IHf)II1pt \'/llIlr.rl pollr n 10 II II! nl",., f'l:ldy ,,"lr,;,; (lill,cr f1loct, IQ p:t.y Ill" IncrC:1!iC In 1,,1t~losl rOID or ~)(CC~;S rtlOrtOO1QCr. Ch;1tgas.
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Ie. IECI( ( 1) 01 (2)): (') (J ;1h...hflc\ or IIl1n ("II (1) IXI 1111,.. iW,\Il;lIIr:,. ((lllllllilfllf'nl ;'111d. ,,1IPt r1qjillv, nwn'~"~ Iw1:11".Y oj till" l.J'AIHQrui'1~
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:1"d rn:\lIrn nopc;uh'\oQ on 1110 111:11 or o:l1f!,,,.d,;f'} 1:0flll11(1I1 In Ih~ ~tll,rl;...l"'(l''': rlll,l;": "li1dy "':H(~1I1(',,15 0' f~Cl')fd ((I~I!H!lllCl1i~ :lte 10 he loc:1lod cnn1l0lU)IJ'J 10 nl'!:l' PtOrH'lIy line, n......t
,..,1 fTl<:1/0 lh"n 10 r('1!1 In width ." Itl 1110 ,p;,r or (ronl lill(!j III\(I ,Ij, l'!f't In wir.flh .1~ 10 IIIp. o;~Je lilll!~. \I"lfl~to; olhr.rwlso '.i1:Jlf!tl hNr.!n): 131(n for Y(!;lr or clo~i'"a and Sllb";f!)ol!11t
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becol/lo 1100 ,>Io(.la,ly 01 U"....o'. suLletl 10 Ihe ,IOhl ul rololllioll "'.'''01 hf 11111 "'" Ivnuoo "lol.l I..!I( pal,l, (2) ~_ ~!!!.JII.~'.!'J!!!S~~'"UIt:~!1 l.suel1 bt a flo/il1. "cellud hllo ""OIer
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01 0' lulu,. advances undor pilot lIlo1l0a.gots), unJ Ihi) fII0rluOl!)U, nutu IU"'\11 stlclJlII)" nu,u(.!Inunl ~It,1U tHI olho....,j~u II) 10'11\ .HUJ cot\luul 'OqultlUJ lJy Selic,; bul S~U~t milY oul)' UUtui,G
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shJII pJY valid cosl5 01 Ilealllleol ond 'epJlr 01 olll1l11llaQo '1' to 2~. ,,' p",chaso Ildce 51ou"I,1 .u.;h co>ls .>c..d lI.al PIlIOLJIII, UU)'o, sholl hhC IlIe opllon 0' c.ncc'i<nll CUlllrael
~lthll\ ~ days aflC:1 lecelpf 01 conlloclor'. Icpl\l, csHmnle Ly uJ....11,tJ \'lfitlcn noriel! tu ~l:llc( \.I( Uu)'cr "'-.I)" clac.t to plt)ctJl.'U wilh 'he Jrallsncllon, In which even' Buyer ,h:111 luccivd
II c,elM al closing of nn olnounl c<<l'Jal 10 Ihe IOlill 01 'he 1100111101\1 lIflU luP01, c~lIl11.llu 11<)1 111 e",co:u 01 2'. 01 lhl.: pUIC,hnsu p,lcu. "l~"nllc'. 5h.111 be (h:ClH~d 10 Include ell v/CJod
OUShoylng 0'0.1015"" Icqulli.I€J 10 tJo u:porlod undel Iho florid.. Pus,l (:onllol Act
E, IIIGUESS AlID E(lIlESS: Selle, wo"alll. III(j '.llIe.enls 'hallloe,o 10 Ii"J"'" ."" CO'",, I" 1110 lIu,,11'101'0l Iy ...lIlc,enl 10' \ho IIolell\lol1 u,e as dcsClluud III f'alOQIJllh VII hc.oo'.
lille 10 whICh" III oecolI.l."co wilh :>Iolldald ^ '
F. LEASES: Scllel ~hDII, liollu~s IlIan 15 days tJulult): &;kall\C"J, ILHllhh 10 nlf~'!J1 cuplu!a uf ul! .....'11100 lu.l~';) olld I::.lop{lullulhl':' 110m cu<.h lCllan' spccllylnu Ihe nulu,c and dut,illon
01 uiO 'h:hanl's occupa.ncy; ,unl&llrahu. n:Jl/G,lclal lonl IUltl :lOCulIl)' d'J(Jo~iU palid 1J)' Icntll" lJ 51J1ICI I:.;. lIIhllJlu tll ulJl,lln $1,,11 lc.:lhH '10m bilch lol,onl, th" sume h\lolI,,~Uon stuIII be
IU(IIh.hcd by Sellet 10 Ulr,'C( wilhln Ihot lime pcrlud I" tho IWIn (II H ~lcllcr':. ulJidil....il. ,'lId UII;t'l 11..,1' 1I11!1l!.lllf_'1 LUIlI.lel ICOhO'S 10 ConlUlH !tlX.h IlIlolf1Mllun, Stlh:, $hall. al c1osi()(J.
dehlfet Mild D~s~n oil o,L.}I\c);llua:.u:s 10 Ulrict, ' ..,
t'\. LIE US: Seller :.hall fu'nl~h 10 Uuyer al 1111111 01 cJoslno 0" "lIId.......1I ullu~llll\l 10 Ihu 111J:'CIlCt:, ulllc~S L.IIII.:Iv,'hc phJvlt.h:U 101 hCICIlI. 01 uny lilland,,\} 3Iblcmt:ol", clJlms ollt~n 01
polentl.1ll.uooIS kno.....n \0 $ullc( Pnd Iwlllle( lIlIesUno Ihdl IhcllJ IliJVU lJ(:cn flU JlllfHL\"'L'mClll~ 0' fL'p.IlIS \ll lIu~ PI(lj}CII)" 101 !JO t1J~" 11I\llIcdI31~ly plcC~di(\O 1I11lu 01 closillO II PlOntfl)'
lI,.)s ueen IIIlJJlovCd (,II rcp4l1,,:tJ wllhln Ihdl Iltuo. Sellu( $."6111 oelive, fllh~.,I:>>OS UC .......d...L'.~ (If llll.:l"h.1l\k~. 1I~1l~ C"Clllh~tJ b)' ull \,It.:l\ulJI COI,IIi'c1wS, SlluCunl,actoIS. supplictS 81\d Ol;ltcdJlmcn
In udlJJlio" 10 .Selle,,, lien ",IIidJ...1l scllUlQ lollh Ihu nJIIleS at ull ~uch Ul.!IlClilf C\.IIl".:lI,It.JI~. ~tllll,;O'~I~lctUIS. :Ouflfl'ic($ iHld "..lIcri.llff1ml iUlt..l 'ud"c( ull;rlllino IhJJ ;)11 cJiZJloc5 101 .mp/ovcmcnl.$
01 repairs \\olllch could :ielvb as a lJasi~ fut 11 IIIUChl.H\I~'S lien 01 a d.lullllJ( 1l.J1I"IO\"!~ h,I-.": bet:" p.\l.l VI vJlll ht.: pild ~I clo:,IIlU 01 IlIls Cunl,act. .
It, PLACE OF Cl.OSIfI(J: CIo.II\U sh..1I bo heldllllho co""ly ",hu,dll II." lie ill PlOpe. Iy b locilled "llhe olhco 011110 .,lIo".oy (,r olloor c1o,illlJ auenl <lusiOllalel1 Uf Sollel.
I. liME: llllu! pt:rio<.J, Ile,dn ()I Jt"" IhAIl 6 d.-,s '-hi.lll In'lhu (:O/lI/lwldHulI Ullcl\l{lc $.lhllilO\)'~, SLIIH,1\1)'~ :JI\(I :.I.llc Of Ih_UUHJi It:V.J1 htll.JOl)'S. nud OilY lilll~ pt:r1otJ plo..,ll1ed IUf hClcin
"'hleh ~hJII el\lI on SalUlllay. 5u"dJY 01 a leo,,1 hUlkJ,'y shJII o.lel>l1 10 500 p '" 01 Ihc 111'.1 ll".i"" " 1'''Y
J, OOCut.\ErnS fOil CL OSIIIO: S.II.r shaUlOll"Ish Ihe deel1. LIII "I ."Ic. ll".Icl..ll.k's lIell 1Il1id,..;o, ,)\.IU"'"CIIls ~lloa.c~. IUll.'.1 a ",I 111011\1.11"0 e~lopp.llellers anl1 cOllccll.e Imlll,n,olll"
Cuyel :lhalllu(nhh clO)1I1g "'DtlJmcnl,ll'oOtlu"Oo, mot1uoou Itolu. ~U<':lJfI'Y l\u,o.::O)ol\l Otltllll\anci,'\t :,1.\ll'IIIUI\I" .
K. EXPEtlSES:' DOCurnlwlJIY slamps On lho dcud and ,t:coIlJinv (.;{HICC!t...O Inshllllu:oh ~rl;lf/ LlJ pJid LJy St.:lhH, Ouculfu:nl.HY ~IJfI'(a, JI11;'HUilJlu la.c Dod (ccoujjng putchase wont",
n,ollQage 10 Sellel. dc.<.J and lI"McloQ sIJlen.e/lls sholl "IS paid by Uu).', '
l_ pnOnAIIOIIS; CflEDI1S: T..os. assessl,,"llls, l~lll, Inlo/csl. I"'''IJI'(;U allll olher ..pell.es ~..l'cve"uu "I P'vpe.ly .1111111," IlIu..led ih,,,,,,h <l.y IJdoru closilVJ, Buyer $';.11 ha.e
Ihu OphOfl 01 laking Over oni' cxl$linu pollcltJS oll"~\Hnncu, 11 ~u\'fI\iJhl\.!, 'II which U\/CIII plclnitl/l\:l ~";\II be pIIJ'.llcJ, Ca~1I ill dO:illlU shall ba Inclcas~d u( decleased ns may La
IcquluHJ by p1oratk:Jns, P,orallolu ......Ulue I11nd~ lIHouOh Oay pelOt \0 occup<:II\t~Y If OCCIJPiJIU';Y lJ(;CUI~ tJcrorf.: c1u:.fnU. J.t1vdllce lent ill\t.' sucudly d"'l)O~lI$ will lH: C(cdih:d 10 Ollj'CI .,'d
O,CIOH depo~i1s held LJy morlOJUoo "!II bo tle<l,led 10 Sellcr, la'<:1 .h1l11 be ,"o'al~" l"set! Oil Iho ClIfr.II' ~cJl. la. wilh l1ue allowUIICU mal1e lor 11Ia.llIll,m allowable discuunl.
I\OfHCslend Dfyj olhcl e:J:t:II\pllons, II clo$II,O occurs nl Q d~ll(J ......II,~n I!ln cutlel.( YC;\I'~ f1ull.jl(Ju h 1\01 111cd tI(\, I (\J"L',,1 )'~ut's a$~o:'sll\Cf\1 Is a....alliJulo. la.ll.cs v,11I be plo(alcd based
llfJon ~v<:h .50sc.$smelll and Iho plk>I ytl&!t's IlIhlaou II cuuef\l ~cu,,~ UHl.:~~""':1I1 b "ul .IIv.)II..IJlc. 1I1t.:tl laI)l,uS .....iII b~ pWl.Jlcd On Ihu pdo, }'oar', lax, IIlhclU o.e cou,,,,lctod Implovcmcnl~
on ilK) Redl P,opctly lJy.JiJI\l.lOtY hi uf yc.,1t or (Joslnu v.111," flllpfO..ClflUflls ,..,(!IC' (101 III ~...J.11CflCC 011 J...lUldl y lsl 01 UU.1 J1IJI.J( yciar, IhoH '41...e3 5haIJ lJo plOlalclf tJascd upun the
pliOf ~e.1'.S I"lllaoa AI.Q at on, or)uhilu1o oSseS1rucnl 10 UU 1I0fue~J 'If/on t,clwcc/\ 1I1~ lI.ull(:s, '~lllinlJ ",..llld\, Icq'lc~1 ',III hu II1.HJu 10 'flu CU1nlv flOIJolly Applalsc( lor en Inlolmal
ossessmonl laking 1,110 con$ldl:,ulkJll a\ldilal>lo exclllplk>ns, Ani ta.. plolallon hased uil i111 C\lirn.illJ :.lIi)lI. .11 'cQ'lc~l (.II cllllt.:t OU'r't.!l 0' $clh.:t. tu: ~ulu.cquu"lIy 'Cl\djusted upon ,eeeipt
011.. bill on cOhdillonlhal a slalom.,,1 10 IIlal olleel i, III Ih. closl,,\! 5I"le",ell'
,,1, SPECI^L ASSESSI.\EIIT L1EIlS: CelllHell, cOlltllllled DIll! rilliliud .pecial 115.es..,,~"I"e". .s ", di.,o ,,/ e,,,,ill~ 1"'" os v/ !:/I"clive !Jale) Dre 10 he [lJkl by Sellel. 1',,"dj''\llien5
ItS or d.tlo 01 closIng "h3U 1.>0 assulHed ht Blfjur. II IhB ll1\p(ovcmcnl hi1$ lH~C" ~lJl.HliJ(lll;llI:r' C(lllllll~Il.:J us 01 Ellc\.:li"u DJlu, ~udl '''~I\(Jit\O lien :.hall he conskJchHI cctlllled. coolll.oed
O( ,ahllclS,and Seller Sh:lll. al clo$ln{),lJo chafouLl alt amoun1 cQuallo Iho 1.\)1 eSlil1Mlc 01 auc:"~IIlCllt IOf Ihu h"Plu,",cl1l\.'ul b)' 1I1U puuhc bUlJ/, 1
II, IIISPECTIOII. OEf'Alll ArID MAIIIl E/lArICE: Sell., wOllnnls 1"<11. iH 01 10 dj.y. 1'0101 lu dv~IIIO, Ihe eellin\). 1001 lillClud".J Ih" ,..cla Drill solhl5) ulId ..I.rior D,ll!lnledo, ','~ Ii$.
seawJils lor eqol.al.nll,o"d l1ockauo do 1\01 hUvB OilY VI51Ol.!:: EVIOE'jCE ,,' leilhs. 'valu, ,J.\llIJ!)C Or slr..o!.IlJI ,I,l'''JUe a"d lhal Ihe ~epllc lallk. pool. all appliances. mechf,r.:al
lIerlll, he~lir\Q, cooling. eleclllcal. plUlObl:1\l ~y.lem~ an\! onachlncry n,e III .....OIlIONG COiJLJlllOI-I O,ryU. IlIay, 111 n"yet's e.pet.so, havu Inspeclioll' lIIadu 01 IIIO.e hems Ly a lill"
or lndi.kJual sped.lillny In humo Illlpe~lioll. "nil hol,lillU DII oc",p.,lioll.1 hee".e lor 5,,;1. i'V'PO.~ (il ru<Julledl 0' I.>y a" apP,"pdill.Jy lice mOlt f1illll1a cOlllraclo., Buye, shall. p,ior
\0 O\ryer's oCC'Jpal'ICy 0' 1101 lun Ihan 10 d.y5 plior 10 c1osh'll. which.."r o::cu.. 1"'1. '~I'UI111l ""ihIlQ \0 Seller such ;oCIIl. Ihat do 1101 meo\ lilu abovu ~Iuoda,dl as 10 deleels,
U.,le.. !luye' lepurll ~uch delecls within lh.1 lillie, I3l1J'er shall uu deerlled 10 hJve >val..." Sellu,', wJ/I",.lie. as II> defoel. .1"'1 lepl<lle,J, JJ I.upal,. Or ,u,~acell\ellls a.e leQui,ed.
Soller ih~1I c.usa ~uch tepah, 10 bu m.de alld .hall poy up 10 3'1, oJ Ihe 1>"1t1..1.. p,i<:u lu' 'lOch Icpai,. 0' '..plile.,llelll. as lIlay lle .equlled In o'der 10 pldce such lIellll In WOOIUNG
, CO'mIlIOll. II Ihe cu~1 'ur such ,ep.101 0, replatofllulIl e"ceeds :I:. 01 Iho P",.::h,'IO I>"C.. Uvy.' v, 5ello. Illay el"cl 10 pay .uch e.CO'I, 'ail""J which .lIhor\ p.dy llIay c.ncel
, Ihll ClJ/Itracl, II Seller Is unalll. I" co"ctl 1"0 dolllcl$ 111101 10 clo.ill~, 1110 CO" IhOlllOl sh.1I hc paillllllo es"uw .11 C">slIlO, Sullo. ....111. UPOll roasollablu rlOlitc, ployll'c IIlthlles .e.vice
a,lll access 10 Iho "'o..p",I, lor IllSl'ccll""~, IIIChJlJillO n wdlll,lh/OUuh 1'.10' I() L10~illO Oolw"." ""udlYO D<llll 011<1 Ihu dale 01 .;10.10'11. e.cepl 101 repJlos lequlro\llly IIIIs Sla'lllalll,
. Sulhu shallll\e11nlaln P,QfJCfly.I()(;ludlng, hul onllllllilotJ Iv. Ihu lawI\ and ~1"ubl.JcIY .10 (hi: l,;o(IUlhIJU hClcio "''1iHltllllcd. ot(lillar~ we"" "n(j It."laJ( CJ~ct:plecJ.
,
0, nlSK OF LOSS: If tile Plopo,ly Is dMHdVt:d hy 'lIe ot olhel C.'1I1Ii11ly bclo/u c:.hnit'\l ,11\1.1 cust ul 'uslo,alioll du(:~ '101 eA.ccl~d 3-4 of Ihu a!l~Us5ct..l valudlioo of Ihe P,ope,t" so
c1J1f\i\9Cd, GOil of lo,lo,~liu" $.haU 1I0 an ulJliu.Jtiol\ \.II Ula SulltH a"ld Clo~tl\O :.011;\11 IlluCCl.'LJ IhJf:tUi1ol lu Iho lerms 01 ConflDel wllh I~:.lO.ullo" cosh esclowud 01 closing, II Ih" co)1
,..'of ,e:.(Ofilliofl CkCCOJS 3"t. 01 Ihe Cluuuecj vDltldhVH 01 1I.t! JJlll>lu....cIlH.ml~ sv llJ.nl.JUf~J, fJLI)I.H slIc111 h~...e Hll: (lJ)lllm ot cllluH 1:lhllltJ PfO~lC'I)' p~ Is. loue'her with eUller the 3~~ 0'
on'i insUfilllco p1occ:eds polyotJlQ by ,,'rtue 01 Ciuch los, 01 d.\II\Jgc,OI of cilHcl:lliJl'J 11\1:. CO,\II,II.;I itnd ICt:L:htil'{) ,t1U((l tJt dC(Josilt~).
p, pnOCEEUS OF SAtE; CLOSIUU PJlOCEUUIlE: "JIll) del.!cJ !lhlllllJc 'u~oldoLJ UPOl' clc.J,.I..cc of hllld~ If i\lHI"'Cl, c"kh.:ncu of lith: blli.lUtJo cOlltlnuul! lit Du;t=,'S o,;pensa 10 s.how
lillc 11\ ULI)'O'. wilhout fJn{ eIlCUlIIh'i\flCC5 O( Choll'\jtJ ""hid, y,.OtJIJ lendu( SelICt', hila \HlIlliJlI,c.:I..lIIlu hom the d~llc 01 Ihe I~:.I t:llh.JUllCC, P,octluds 01 Ihe salu Ihallla held In tJ~C'OW
lI)' Seth:I's eUofnoy Of' tJy such u'hu( Inllluo&.ll1y oCCcp'alJlu tue/uw Jl~l!'nl IUf , /ll,.',lod 01 nOI IOflOC:1 Ih~"\ 5 u~",,:l f'OIIl UI\lJ ullu( c10slnu dtllo, " Sulhu's liOa b .coooleJ unlll.,kelublc",
'h'OI~h 1\0 l.lull 01 lllJyur. U~J)'e( shoUt wlthl.. Ihd ti ...,.1'1 IJOtud, noli/v Sellcr In wtlll.uJ ul II,,: ,IO'dt;I '\I\f.J $t:Ilt.:, ~hilll hllVQ JO ,'u)'s (rom dJlo of loce1pl 01 ~uch nolHicaUoll 10 ewe
Iha l1elue\. II SeliN lali, 10 IIm.l)' t"'6 11".1 dclucl. oli "~flmlltsl ...,j ,"lo~"1Q 1"",.1, ,holll. "(10<1 wllllell de"'J,,,J IJv Buyer alll1 wllhl" 5 daf' .lIer dema"d, bo .ulu,nod 10 Ollyer 611<l
slrlluUl1tleCA,~ly \'/Uh such ,epaymullt. Buyer shDII ,uh"n Peus.ouafi)" nlld VJC\lld Pltlouully ill'tl fCLon":J( It 10 SclltJl lJ'( !lpm.:lal v<I'",ululy uuou. II Ou~O( Ii.Us 10 fHa1ku IImely demand 10'
IchJl\d. UlryC' 6tluU 1..lS,a lUlu U'3 1:1, wat...lLl<a) oil f10hls Dualn,' ~cllcI 'I~ 10 11111 1l\IOI\lCIIIl\~1 doll:ct c...'tpt.lI~ m.1Y he IIv~llahlQ to UUftll bV \llilt"') 01 wU'fi1nllus conlalned In Ihe d<Jed.
If " pOI'ion 01 tho PUfcthl\O pdc.u Is 10 hIS thHI..t:d "UIIl (I\$Hhllk.lnJI flll"lIlCfl)(1 Uf ,chnoll1dh\.l. Illq"IfCtflOIlI:to 0' IIICJ '~tl('IIt(J In5Iihd;(')1I ,U '0 plJce, lime ol'd41)' Bod p/uceuUlCS 101 closiC\J.
11..1 lor dislJul,cIl10,\1 01 molloaoo Plocoods $1'011 cOlll.,,1 oyer conhOIY plovhlullllI lI,i. COlol<a,1. :>ellol ,11<111 lIilvo Ihe riUlll 10 re<Jlli,e lIolll Ihe lel1l1<1'O 1IISIIIullon ,'wrlllen conl/llllol1el'l
11\,,1 II ..HIMI ..ilhholcll1i.IJUlselllenl oll\lollono. (llocood. OS 0 ",,"11 01 ""f I,ll.. <ldOtl olllil",IJ!'I.1 1<.> O"yel''''OolO'uo" 1hO ese",1V u,l(j ck>>I.'ll ploced,,'e .e'lUlled lly Ihil SlancJ~ld
lllaf be waiwl1l1 IIlIe ooenllns",o, advello mailers I'Hs"anl 10 S""lio" ()2' ,7U~ 1.1' S IIUllDl, us ....ollduII.
1 .
.0, I:SCHOW. AflY osc,ow llocn' l"t!1!:!f) fuculvlt'{J IUl'llh 0' (J(IIlI....111I111 " oulhothou '11Wl lI{J'UC) l.Jy ;h..:CCp'.u\ce CJI Ihum fo tJcpo~U UIl.:m ptOmpUt. JtOld ,.HlU! J.l) t:SCIO,y and. ~'lhjc'l
10 c:IC.l,.UICC. (.Ji!luunc "'em Itl accoflJallco ....111\ lullns 81'od conOJllolU 01 ellllll lIel. flli:'IfQ uf ,lc"'iJIlI.;C ul fUlltf~ !Ihllll Hal O.llCU$O UU'rUf'S pedOfOliU\CU, II 10 douUI as 10 Agenl's dulics
'u. li.I,II,lillS un<ler Iho plO.I.loII, 01 COlllr..tl, 1I0enl lllUY, al ^oonl', opllon, co"lInoo 10 hol<l 11'0 sul'iecI "1<11101 01 1110 est/ow l/lllil lhe parllu. lIIulUdlly Du'ce 10 II' dislJu"emenl
01 unlit jI }U(JYfIlC'" 01 a coull 01 co.npu'~nl }urisuk.llon :.hilll ddcII..i"u lhe '1\J1l1!. \.,' Ihu 1',),111;5. o. Aoul\II\I.i)" lIoposil silmo wilh 'hu clelk 01 Ihe cltcuit coull ha....lnu ~lIisdiclion
of Ihe dhpuft:. Upon null'vlllO IIU JJMlltu coltcclflCd tJ' ~Ilch i'dlon, 1111 lia))ilily Oil flt~ ,HHI (I' ^llelll )1\.111 h,llt lelwin.,Io. clIccpl 10 Ihe QKIC:lIl uJ pccounlinu lor ilfly lIems p'evlou~lf
UCli...r:fClllout 01 eSCIOw, II a lu.:e,.1cd fCAI t:slnlc: llJokur. "<<Jelll will ruu1pl'{ Voilll ptO...I)IUI\~ (...1 Ch,lple. "1~, t $ (IDU9). (U ~\IIICIUjlHj An,! ~"Il beh'oIuen Oll)'er Dnd Suiter whe'cin Aoe'nt
'.s 11HuJe a parly tJcr..hl\C 01 ac:ling b~ ~Ool\1 helellnder, or 11\ un)' suil whOlel'l ^\JCi\1 11l1clph.:.H.h 1"~ !Il'bjucl 11'..1111:' 01 lhe I:~CfOW, ^oulll 5huIl/CCOv-Ct It:a1ol\obIO aIlOlMV'S f~es.
tlnd CO"" locu"ed wilh Iho teth and coSls 10 uu Pill'" !tonl IIlId (JIll 01 Ihu cse.,lI....ud llIl'th (I( IHJIlI"'illl:nt j\l\d t:.h,lIucd ..loti llwiHtJoll us COull cOil$ 10 Javo( of lhe ptcv.lillno Jl~}llf.
I'Mliel agl/:Il Ih,ll "t;ulIl ~hall 1101 be lIabl" lu UII( ,,~rlf or pc. "'" 11>1 1II1,"eli.ory 1<1 U"ye, l'I $ellu, r.llle,ns s..loJed 10 IlIis e~Cluy{, IlIllu.s ~uch mbl1oll"cry Is d,jo 10 willlullHeach
01 I Ills COlli. atl or O'OSI l1eulIOOI\I;. 01 ^oen\.
n. ^1 TOIIUEY'S fff:.Sj COSTS: In 001' liliOJllulI ,JlblllU lH" vf Ihi:. CLHlh.'t:I, 1110 fJf!:YdllhllJ P;\ltt ii' )11(11 IIIiU.I'IUlt \lhll,l1. lOf thu puq)OSCS ollhls 5'~mJu"J, 5h~lIlnchjd~ Selic" Ol.,.,.ct.
h~III\U b,ohu,. O~r;cI's lllohet nnd ony svtJi.IOtwls 10 Ihe lisllll\J tJlol,l:f ",t Dtl't'l"'$ I),O"C" ~hilll he Clllitlc(llu h:CUllct 'l!;.:r.fll\,llil\J hllo,,,cy"$ h:uj acw' co:,l"
S. I'AILlIlIE Of f1El\rOltfA^NCE: tf 01';'1.1' tilil$ (0 po.lu"" U,h CUll"lld \'.Ijllllll II,,) "mD :.punf'cIl, j"d,djj~J IMy.hUI\1 01 _\11 t.hipu!lIIIs,). Ihu d<<:,po~ll(l.) pakJ by D~'Vor and ll(:po~h(,)
'UhJC\J 10 tJo pl"lkt, 1I\.1'r' lJU ,clullt(HllJV ur 101 lilt: "ceolln} 01 StllIl:1 U\ o\Jfl:t:d 111)(\1\ IUlllill,dt..(j U.Hllil\,I:$. c.:c..lII'..l\k,jlIIOlt 10' Ihu c)o.(Jt;lItiuI\ 01 'hl~ Cw.ttacl i\nJ 11\ f\JII t,CltlCO\tlll 01 .11\)'
<<:1."11": WIlUUlUllOll. OUJ'cr and Selle'.JoJ"III un IcluJved 01 oil ()l)tlU;lIlol\s wHhu CUlllltl\.l; UI :'iollur, .1' :';cll..H'~ UP'''Il\. Illa)' plocca:tlln uqllll)' 10 rnlOfcu SClltu's .Iyhll t.lluJcr thl, Conllild
11,101 any 'cason CJlhQI Ihdll lallu'lJ of SlJUU( '0 lIli\he t.lJt!o"~ IIlllJ IIllllhl!lil1)lu ulle. cllllLICIII l:lIt,II, ~~:lIc, ',111:0, lu.:{Jlcch ur ,cluu:s lu PCflOffl1 'his COlllla", lho O~'Yl.lr mllV $~ok specifiC
pUllCJlmihcD 01 eh:cl It,) IccDlvc IhlJ JClu'll 01 U\l'/U(5 Oupn~lIt~1 'VIllbQul IIlo.clJ{ v..ll"lIuJ Ony' .ICliUIlIUl O;llll"IlJ'!) IC~ullll\O IWIIl Sellel's Ultwch,
I. COllll1^Cl rIOT IIECOflDAIlLE; pEIlSDtl:; llDIJIIll; 1I01Il:('; "",II"" Ilti, CUI,I,,,,,I. '"'' "" ,,,'lIcu "I 'I, "",111,0 .uw.'l1e<l11\ nllY 1l\,~lIe 10"0111~, 110ls Conhatl sh.1I bllld PlIl1
Ih"'O 10 Iho lu:nclil 01 1:\0 pOllhu aud their ~UCt:tl:UOf.S 'n Inlull'::'!. \.\'IIl.:t\o\Jc, IIlu CUlllo.1 I\l:lll\lh. ~i'VJlIl.lI :,h,,"ll1d~ldc plUlll1 1JIll.J (lItO [londer shJIII&\chKlu _,II. '~utlco oi\Jcn by 0'
10 Ilia .1I0'I\ey 10/ IllY 1I,lI1y 5h,.II11. liS elleellvu II' 1/01.ell lot 01 1011';11,,"01\'
U. COUV~V^UCEI Scllo' I"nll cunvov WIll' 10 UlU Iftlitl PfOf/Cdr l'f 51,1111101)" W'''ItIlIIV, h"ShHl'50. ,1t!'",Ulhll 'l:JHl!~L'IlIII'I...lJ') Ul OUIUllIllu', \Jutll. 0' (Ip(Hopdaln lo tho ~IMu, 01 ::lollel.
'"lblecl ol\ly 10 mnllofS conliJ.ll1tJtJ 1,\ PO'OO'''llh VII nl\d Ibosh oIlH!f..~ho llccuflll,tllJV Utr,'llf 1'~I:aIl/l.llly ~t..lll. III 1t:"",,::.1 01 Uuycr,lJc 1I,1t\:.h:uc(J U)' Ill' alnululd Lill 01 SOllo whh w~I'tll\l)'
tlllil10, ~'llJlecl ol\l~ ILl :.w;h mallcl! 8:1 lIIay .llu othcl\~he IJlo\JldcllltlllHlIcin
V. 011lEII AOflEfMI:U1S: No pdo( uf Il,c:.cnl ~\)lc(:ll\unh -nt ll~llIU ~t:,,'.\lio"s )11;111 h~ IJIIldlllO tllllJH Hlltt" Of Sl'IlCI '11\1..ls~ loCllldud \I_ 11l1s. Cunlt acl. Uo fl\o(.lIlic~lIo" at (h.uIJc In
Ihl' Conl/olel :.hi,U tin \ldtHJ 0' LJlndh'(J IlpOI\ tlte! pafrlO, utllos", In W"'IIl\J .)IILJ CaLH;uICu 1)'1 lhl) p.u I)' III 'hHhu!lo 1II\I:.ul,'tIIO ho hOUl\IJ ',y II, .
W. \VAnnA'4lI(!i: Sellct WlHtllllh 111IIt II\CfO lilt: no Illlh hllOwl\ 10 Sc.;lIc, 1lI11IUd,IU.,. nUcdhlu Ihl.l "'ilh.'-' 01 11\11 !leul f'UjIHHly wind, 'IlU IK'I ,c.HJIl'l ouscf\l.)hl~ l1y U~tyel 01 \"fllkh
Il.hi'uul hec" llitclu:.cd 10 Ulrj(!f.
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ADDEND!lM
TO THAT CERTAIN CONTRACT FOR SALE AND PURCHASE dated the
day of , 1994, by and between Alfred S. Bridges
and Annie R. Bridges, his wife, (herein "Seller"), and the CITY OF
CLEARWATER, FLORIDA (herein "Buyer".), of property legally described
as the South 100 feet of Lot 5, Block 3, C. E. JACKSON'S
SUBDIVISION, according to the map or plat thereof as recorded in
Plat Book H-2, Page 96, of the Public Records of Pinellas County,
Florida.
TO "WIT:
1) Closing by Buyer of the transaction contemplated herein is
subject to the following condi tions having been u\et prior to
closing:
A. Rece.1J2.!; of a satisfactory Environmental Audit Report,
prepared at Buyer expense by ci t:y of Clearwater environmental
specialists, or by a privately operated environmental investigative
firm contracted by the Buyer, confirming the subject property to be
free of contamination by hazardous substances or wastes that would
either be in violation of any current Federal, state or Local
environmental law, or would require environmental cleanup expenses
preliminary to using the property for the purposes of constructing
a non-commercial parking lot thereon. \
B. Approval and Acceptance by the Clearwater city
commission of the price, terms and conditions of this Contract For
Sale and Purchase, with all attachments, within 45 days of receipt
of this agreement by the city Real Estate Services Manager
following exec11tion by Seller.
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2) Seller agrees that Buyer, at Buyer option, expense and risk
shall have the right of entry upon the property to make surveys,
measurements, conduc t env i ronmen ta 1 or eng i neer ing tests I and
otherwise make such physical inspections and analyses thereof ~s
Buyer shall deem necessary. Buyer assumes all:risks of such entry
and agrees to defend, indemnify and hold Seller harmless from and
against any claims, cost and expense resulting from any damage to
or destruction of the property, and any injury to or death of any
person(s) arising from the acts or omissions of Buyer" its
employees, or its Zlgents in exercising the rights granted herein.
Seller further agrees to cooperate with Buyer, its employees, or
agents to provide access as necessary to accomplish the
aforementioned purposes during normal business hours and with
reasonable notice.
3) It is agreed by and between the parties that Buyer shall have
90 days following acceptance and approval of this agreement by the
Clearwater city Commission to complete and approve the results of
all surveys, measurements, environmental and/or engineering tests,
and all other physical inspections and analyses as Buyer shall deem
appropriate. If any of said conditions cannot be satisfactorily
completed and finalized by Buyer during the time allowed, after
putting forth all good faith efforts to do so, Buyer shall have up
to 7 days following time allowed in this provision to so notify
Seller in writing, in wllich event the parties may elect to extend
the time allowed by this provision or Buyer, at Buyer option, may
withdraw from this agreement by giving written notice to Seller.
Such notice shall be deemed to have been delivered by depositing,
prepaid, said notice in the U. S. Mail, whereupon this agreement
shall be void thereafter in all respects and both parties shall be
relieved of any further obligations hereunder.
4) Seller and Buyer represent and agree they have dealt with no
broker or finder in connection with this transaction, and that no
fee or commission is owed or to be pa id to any such broker or
finder in connection herewith.
5) RADON DISCLOSURE (Notice To Buyer): Radon is a naturally
occurring radioactive gas that, when it has accumulated in a
building in sufficient quantities, may present health ri.sks to
persons who ,are exposed to it over time. Levels of Radon that
exceed federal and state guidelines have been found in buildings in
Florida. Additional information regarding Radon and Radon testing
may be obtained from your county publ ie hea 1 th unit. This
disclosure is made pursuant to section 404.056(8), Florida
Statutes.
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ACKNOWLEDGED and agreed as of the day and date first above\
written.
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Countersigned:
CITY OF CLEARWATER, FLORIDA
By:
Rita Garvey
Mayor-Commissioner
Elizabeth M. Deptula
City Manager
Approved as to form and
correctness:
ATTEST:
Alan s. Zimmet
Interim city Attorney
cynthia E. Goudeau
City Clerk
Bridges2.ewb
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PROPOSED NORTH GREEN\VOOD PARKING LOT
- - - - - - LEASg PREJ\1fJSES
11.1.1. ADDITIONAL, .I>.VRCHASE
~~,~,~~ PARKING LOT + ADDITIONAL PURCHASE
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PURCH1\SE
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ENGMAN:' STREET
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AGENDA
DATE
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iTEM # '29
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Clearwater City Commission
Agenda Cover Memorandum
Item #
Meeting Date:
~ 9.
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SUBJECT:
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Award the sale of not exceeding $8.25 million Gas System Revenue Bonds, Series
1994A
RECOMME~DATION/MOTION:
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Award the sale of $ Gas System Revenue Bonds, Series 1994A, to
who submitted the best bid in accordance with the
terms of the Notice of Bond Sale
~ and that the appropriate officials be authorized to execute same.
BACKGROUND:
Gas System Revenue Bonds, Series 1994A, for not exceeding $8.25 million will
accommodate the first three (3) years capital expenditure budget (FY 1993-1996)
for the Pinellas County portion of the Clearwater Gas System strategic Plan.
Since the proceeds of this issue will only be used in pinellas County, no
validation was required. This issue was advertized for competitive public sale
scheduled for 12:00 noon on September 12, 1994.
This agenda item, including the recommendation/motion cannot be finalized until
bids are received and a determination is made as to best bid received.
Finalized documents will be distributed at the Commission meeting.
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Reviewed by:
Legal
Budget
Purchasing
Risk Mgmt.
CIS
ACM
Other
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N/A
N/A
Originating Dept:
~ DOAS/Finance
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Costs:
$ N/A
Total
Commission Action:
o Approved
o Approved w/conditions
o Deni ed
o Continued to:
User Dept:
Clearwater Gas System
$
CUrrent Fiscal Yr.
subni ttcd by:
Citfl~
Adverti sed:
Date:
Paper:
I2lI Not Requ ired
Affected Parties
o Not ifi cd
I2lI Not Requ ired
Funding Source:
o Cnpital Imp.
o Opcrat ing
o Other
Attachments:
Official Notice of Bond Sale
o None
Appropriation Code:
OFFICIAL NOTICE OF nOND SALE
S8,11O,O()(}.
CITY OF CLEARWATER, FLORIDA
GAS SYSTEM REVENUE nON OS, SERIES 1994A
Scaled proposals will be received by the City of Clcarwater, Florida (the "City") at the officcs of the
Finance Director of the City, 112 South OSl.:cola. Avenue, Clearwater, Florida 34616 by 12:00 Noon (Eastern
Daylight Savings Time) on September 12, 1994 for the purchase of the City of Clearwater, Florida, Gas System
Revenue Bonds, Series 1994A (the "Series 1994A Bonds"). Eacl1 proposal, together with the good faith deposit
described below, should be enclosed in a scaled envelope marked "Proposal for $8,110,000'" City of Clearwater,
Florida, Gas System Revcnuc Bonds, Series 1994A; Do Not Open Until 12:00 Noon (Eastern Daylight Savings
Time), September 12, 1994, or such similar kgenJ which appropriately idcntilics the coutents thereof.
Forlll of Series 1994A Bonds
The Series 1994A Bonds \villl>e isslled in fully registered form, without coupons, and in denominations
of $5,000 or any integral multiples thereof. Prindpal of and any redemption premium on the Series 1994A Bonds
shall be paid to the registered owners at the principal corporate trust oflice of First Union National Bank of
Florida, Jacksonville, Florida (the "Paying Agent" and "Registrar"), upon presentment and surrender of the Series
1994A Bonds. Interest on the Series 1994A Bonds shall be paid to the registered owners as shown on the
registration books maintained by the Registrar, hy check or draft mailed to each stIch owner's address as shown
on the registration books maintained by the Registrar as of the fifteenlh (15th) day of the calendar month
preceding such interest payment date. Interest will be payable each March 1 and September 1, commencing
March 1, 1995. Interest will be calculated 011 the basis of a 3GO-day year of twelve 3O-day months.
Maturity Schedule
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The Series 1994A Bonds will mature 011 September 1 of the following years in the following principal
arnoun ts:
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Principal Principal
Maturity Amount * Maturity Amount *
2014 $540,000 2020 $ 770,000
2015 570,000 2021 815,000
2016 605,000 2022 865,000
2017 645,000 2023 920,000
2018 680,000 2024 975,000
2019 725,000
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Redemption Provisions
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The Series 1994A Bonds are subject to redemption at the option of the City prior to maturity on or after
September I, 2002, in whole at allY time, or in part from time to time on any interest payment date, in such
manner as shall be determined by the City at the redemption prices expressed as a percentage of the principal
amount of the Series 1994A Bonds to be redeemed, as set forth below, together with accrued interest to the date
fiXed for redemption.
*Prelirninary, subject to change.
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BClkl1~pt ion Pnind
Rcdclllpt ion Price
Septemher I, 2()()2 through ^ugust}l, 2(0)
Septemher 1,2003 through ^ugust31, 200.t
Septl'mhn 1, 2()().land thereafter
102%
101
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Adiuslllll'nl or Pl'inlilli.!L!\lllol!.!!!
After final cOll1pul aliol1 of the bids, to achieve desired debt service kvels, the City reserves the right
either to increase or decrease an)' Principal Amount of the Scrie:'i 19<J4A Bonds (or any Amortiz.llion Installmcnt
in the case uf a Term Bond) shown on thc schedule of Principal Amounts set forth above (the "Maturity
Scheduk"), by an amount not to excccd live percent (5%) of the staled amount of each sllch Principal Amount
on thc Maturily Schedule. and corn.:spondingly adjust the issuc siw, all calculations to be rounded to the nearcst
$5,000.
Inlht.: evenl (If ;Iny slIch ;I'Jjllstmenl. no rehidding or re<:illculalioll of Ihe bid submiltcd will be required
or pnmilled. If necessary, Iht' Iulal purchase price of Ihe Series 1~)<)4^ Bonds \ViII be increased or decreased
in direcl pru!>orlion tn Ihe ralio thilt the adjustment hears to the aggregale principal amount of lhe Series 1994A
Bonds specified herein; and Ih~ Series 1()9.1^ Bonds of f~ach malurily, as adjusted, will bear interest at the samc
rate ami must have the same init ial reolTering yields as specilied ill the bid of the successful bidder, However,
the award will be made tu the hidder whose hid produces Ihe luwest trlle inlerest cost, calculated as specified
below, solely ()n Ihe basis of the Series 19~)4A Bonds offered pursuanl lu Ihe Bid Maturily Schedule, without
taking inlo account any adjustmcnt in Ihe amuunt of Se.riesI994^ Bonds sct fmllt in the Rid Maturity Schedule,
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Designation or Tenll BOllds
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l3iddns Illay specify thaI the anollal Principal Amounts of the Series 1994A Bonds coming duc in any
two or more conseculive ye~lrs may he combined 10 form one or more maturities of Term Bonds scheduled to
mat ure in I he 1:IS( ()f sllch years with the preceding annual Princip:d Amounts for such years constituting
mandalory Anlllrlii'.alioll Installments 10 be selected by lot and redeemed at a price of par plus accrued interest
in accorcl,lnce wi! h I he ResolLll iOIl.
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Basis of AwanJ
Proposals 11111:;t Ill.: llncllIHlitional and only for all the Series 1994A Bonds, The purchase price bid for
the Series 1<J~'1:\ Bunds may include a discount (including underwriters' discount and original issue discount, but
excluding any Illunicipal hnI1d insurance premium) not to exceed two percent (2%) of the principal amount of
the Series 19~4;\ Bonds and shall specify how milch of the discount is original issue discount. No more than
one (1) Propnsal frolll any bidder will he considered. The City res~rves Ihe right to determine the Successful
Bidder (as dclined helow), (1) reject any or all bids and to waive any irregularily or informality in any bid.
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ThL: Series 1~)~).1;\ Bonds will be. aWlIrded to Ihe bidder (herein n:fern:d to as the "Successful Bidder")
offering such inlerest rale or ra[l~S and purch~lse price which will produce the lowest true interest cost to the City
over the life of Ihe Series 1~)I).1A Bonds. True interest cost for the Series 19941\ Bonds (expressed as an annual
interest rate) will be tl1:1l annual interest rate being Iwice that faclor of discount rate, compounded semiannually,
which when appliL:d against eaeh semiannual debt service payment (interest, or principal and interest, as due)
for the Series 1994;\ Bonds will equale thc slim of such discounted semiannual payments to the bid price
(inclusivc of accrued interest). Such semiannual debt service payments begin on March 1, 1995, The true
interest cost sh:dl be calculaled from the c!w,illg date of the Series 1994^ Bonds (September 23, 1994) and shall
be based upon llll~ principal :1l110Ullls of each serial mall/rily set forlh ill Ihis Notice of Bond Salc and the bid
price set forth in Gach Proposal fllr I he Series 1<)<).I^ Bonds SUhlllillccl in accordance with the Notice of Bond
Sale. In case (If a lie, lhl' Cily 1ll:1)' sclccl Ihe SlIccessful Bidder hy Jol. It is requested that each Proposal for
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Interl'st Rah's Pl'rmittt!!
the Series I()I)~A Bonds hl.: :IcClll1lpanil.:d by a computatioIl uf such tnJl~ interest cost to the City under the term
of the Proposal for BUilds, bul such compulation is not to he wnsidered as part of the Proposal for Bonds.
The Series l')~.lA Bonds ~hall hear intcrest expn.:sscd jn Illultiples of ()(}e-eighth (1/8) or one-twentieth
(1/20) of one pacenl. No interest rate spccificd for any maturity may be lower than any interest rate specified
I' Dr an earlier maturity. Thne slwll not be a difkrence greater than fifty basis points (50 b.p.) between the
lowest coupon and high!:st coupon. Should an interest rate be spccified which results in annual interest payments
not bdng equally divisibk betwecn the semiannual payments in cents the lirst semiannual payment will be
reduced to the next lower CL:ul and th!: second semiannual paYl11cnt will be raised to the next higher cent.
It shall not he nccessary t hat all Series 1l)C)..tA Bonds bear the same rate of interest, provided that all
Seril:s 1l)l)4A Bonds maturing Oil the samc datc shall hear the same rate of interest. A rate of interest based
upon the lIse or split ur supplemental interest payments or a zero rate of interest will not be considered.
Payil1~ A~cnt and Hl'~istrar
The Paying Agcnt and Rcgislr;lr for the Series I<)<)~A Bonds is First Union National Bank of Florida,
Jacksonville, Flllrida.
Sl'CU ri t Y
Principal of and interest on the Sl:rics .l994A Bonds to be isslled pursuant to Ordinance No. 5118-91,
as aml:nded and supplemcnted by Ordinance No. 5504-94 and all required sinking fund, reserve and other
payments shall be payable solely from the Net Revenul:s of the City's (,as Systt.:nl, together with the earnings
therl:on derived from thc investment thercof in the Funds and Accounts established in the Resolution and as
more fully dcscribL:u in the Preliminary Oflicial State.mcnt. The lien of the Series 1994A Bonds upon the Net
Revenues is on a parity with the City's outstanding $7,680,000 Gas System Revenue Bonds, Series 1991.
The Series 199.1.-\ Bonds do not constitute a general indebtedness of the City within the meaning of any
constitutional, slatutoryor charLer provision or limitation, and no Bondholder shall ever have the right to rt.:quire
or compel the exercisc of the aeI valorem taxing power of tht.: City or taxation of any real or personal property
thercin for the payment of the princi pal of and interest on the Series] 994A Bonds or the making of any debt
service fund, reserve or other payments provided for in the Resolution.
R~ '1!.!ISC
Pursuant 10 the Ordinance, the Series 1994:\ Bonds arc being issued to finance additions, e),.1ensions,
supplements or rcplaccments to the City's Gas System, to make a deposit LO the Reserve Fund for the Series
1994A Bonds, and to pay the cost or issuance of the Sc.rics 1994A Bonds.
Issuance of Suil's 199.tt\ I~onds
The Scricsll)94A Bonds will be issued and sold by the City of Clearwater, Florida, a municipal
corporation organized and existing unJer the imvs of the Stat<; of Florida. The Series 1994A Bonds arc being
issued pursuant to Ordinance No. 5118-0J enacted AuguSl15, 1991, and Ordinance No. 5564-94, enacted August
4,1994 (collectively, the "BGnc.l Ordinance") by the City of Clearwater, Florida (the "City") and pursuant to the
provisions of Chapter 1()<\ Florida Statutes, and other applicable provisions of law.
3
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Municipal Bund In.'iurancc Polk)'
A commitment to iSSlH:, a Illunicipal bOlld insurance policy guaranteeing payment of principal and interest
on the Scrics 1<)I).l/\ Bonds has bcen ()btain~d from Municipal Bond Investors Assurance Corporation. Bidders,
at their option, may clcct to utilizt.: this bond in!iurallce commitment in their bid. Alternatively, bidders may rely
upon published ratings on the Series It)(>4A [3onds received from Moody's Investors Service and Standard &
Poor's of "A" and "RI1B", rt.:spcctivcly. If bond insurance is used, the price bid for purchase of the Sc.rics 1994A
Bonds, as set forth 011 the Official Bid Form, will be reduced by the amount of the bond insurance policy
premium, for the purpose of calculating th~ true interest cost rate of the bid. Information regarding the bond
insurance commitment including the amount ()f the premium, may he obtained from David Thornton of
Raymond James & Assuciates, Inc., rinancial Advisor to the Issuer (813) 57j-H282.
I'roposHls
Proposals arc desired on forms which will be furnished by the City, and envclopes, containing Proposals
should havt; endursed thereon "Proposal [or $~, 110,000* City of Clearwater, Florida, Gas System Revenue
Bonds, Series 1<)<>4^; Do Not Opcn Until 12:()[) Noon (Eastern Daylig.ht Savings Time), September 12, 1994",
or words or equivalcC1t illl port, and should he addressed {o the City at the above address.
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Each propos," 111 ust be ;J(CllJ1Jp;lllicd hy thc SlIl1l of $81,100 in the form of either (i) a Cashicr's or
Certilied Check drawnllpon an incorporatcd bank or trllst company, payable to the City of Clearwatcr, Florida,
as evidence of good faith, or (ii), a Financial Surety Bond from any insurance company licensed to issue such
a surely bond in lhe State of Florida and appr()ved uy the City (as of the date hereof only Capital Guaranty
Insurance Company has been so approved) and submitted to the City prior to the opening of the bids, identifying
each bidder whose tkposit is guaranteed by the Financial Surety Bond, which shall evidence good faith on the
part of the bidder. If a check is ddivcrcd the check of the successful bidder may be cashed by the City and the
proceeds will be helJ as security for performance of the bid. If a Financial Surety Bond is provided by the
slIccessful bidder (he good faith deposit sh<.lll be delivered by wire transfer to the City by 3:00 p.m. on the next
business day. If the Succes$ful Bidder shall fail to comply promptly with the tcrms of its Proposal, the amount
of such check will be forfeited to said payee as liquidated damages. The checks of unsuccessful bidders will be
returned to slIch bidders by n:.gistcrcd mail at the addresscs Slated in their Proposals, or delivered to a
representative of such bidder immediately after the award of the Series 1994A Bonds to the Successful Bidder.
The proceeds of the good faith check of (he Successful Bidder will be applied to the payment of the purchase
price of the Series 1994A Bonds. Prior to the delivery of the Series 1994:-'\ Bonds, the City may cash and invcst
the proceeds [rum the good faith check. No interest will be paid to any bidder upon any good f(lith check.
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Dcliycry and Pannent
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It is <lnticipalGd (hat the Series J994A Bonds in fully registered form win be available for delivery on
September 28, 1994 in New York, New York at The Depository Trust Company, or some other date and place
to be mutually agreed upon by th,:; Successful Bidder ~nd the City against the payment of the purchase price
therefor including accrued interest calculated on a 3(iO-day year basis, less the amount of the good faith check,
in immediately available Fcc.kral IZeserve funds \vithollt cost to the City.
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Closin~ DoclIllIents
The City will furnish to the Successful Bidder upon delivery of the Series 1994A Bonds the following
closing documCllts in a form satisfactory to I30nd Counsel: (1) signature and no-litigation certificate; (2) federal
tax certificate; (3) certilicate regarding information in thc Official Statement; and (4) seller's receipt as to
*Prcliminary, subject to change.
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payment. A copy of the transcript of the proceedings authorizing the Series 1994A Bonds will be delivered to
the Successful Bidder of the Series 19{)-lA Bonds upon request. Copies of the form of such closing papers and
certificates may be obtained frcll1 the City.
Informutioll Stah-ment
Section 218.3X( 1)(1)) I, Florida Statutes requires that the City file, within 120 days after delivery of the
Series 1994A nomb, an inforl\lati~)I} statement with the Division of Bond Finance of the State of Florida (the
"Division") containing the following information: (a) the name and address of the managing underwriter, if any,
connected with the Serics 199.IA Bonds; (b) the name and address of any attorney or financial consultant who
advised the City with respect to the Series 1994A Bonds; and (c) any fet:, bonus, or gratuity paid, in conncction
with the bond iss~Je, by an underwriter or financial consultant to any person not regularly employed or engaged
by such undcrwriter or consultant and (d) any other fee paid by the City with respect to the Series 1994A Bonds,
including any fee paid to attorneys or financial consultants. The Successful Bidder will be required to deliver
to the City at or prior t () t he time of delivery of the St:ries 1994A Bonds, a statement signcq by an authorized
officer containing the same information mentioned in (a) and (c) above. The Successful Bidder shall also be
requin:d, at or prior to the delivny of the Series 1994^ Bonds, to furnish the City with such information
concerning the initial prices at which a substantial amount of the Series 1994A Bonds of each maturity were sold
to the public as the City shall rt:asonably request.
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Pursuant to Section 218.385(2) ant} (3) of the Florida Statutes, as amended, a truth-ill-bonding statement
will be requi red from the Successful Bidder at closing substantially in the following form:
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"The City of" CIcanvater, Florida is proposing to issue $8,110,000* original aggregate principal
amount of Gas System Revenue Bonds, Series 1994A for the purpost: of (i) financing capital
projects for the City's Gas System, (ii) funding a reserve fund, and (iii) paying the costs of
issuing the Series 1994A Bonds, all as further described in Ordinance No. 5564-94. The final
mat wity date of the Series .1994A Bonds is September :J, 2024, and the Series 1994A Bonds are
expected to be repaid over a period of thirty (30) years. At a forecasted avemge interest rate
of _% per annum, total interest paid over the life of the Series 1994A Bonds will be
$ . The source of repayment or security for this proposal is the
City"s PlcdgLd Funds, including the Net Revenues of its Gas System and moneys and
investments held in the funds created under the said Ordinance. Authorizing the Series 1994A
Boncls will result in $ not being available to finance the other gas
systcm expenses of the City. This truth-in-bonding statcment prepared pursuant to Section
218.385(2) and (3) of the Florida Statutes, as amended, is for informational purposes only and
shall llot affect or control the actual terms and conditions of the Series 1994A Bonds."
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Legal Oninion
The Successful Biddt:r will be furnished, without cost, with tht: approving opinion of Bryant, Miller and
Olive, P.A., Tallahassee, Florida, to the cffeclthat based on existing law, and assuming compliance by thc City
with certain covenants and requirements of the Internal Revenue Code of 1986, as amended (the "Code"),
regarding use, expenditures, investment of proceeds and the timely payment of certain investment earnings to
the Unite.d States Treasury, the interest on the Series 1994A Bonds is not includable in the gross income of
individuals, however, interest on the Series 1994/\ Bonds will be included in the calculation of the alternative
minimum tax and envirol1l1ll:ntal tax liabilities of corporations. The Code contains other provisions that could
+Preliminary, subject to change.
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result in tax COllst:quenrcs, upon which Roml Counsel renders no opinion, as a resull of ownership of the Series
1994A Bonus or the indllsion in certain computations (including, without limitation, those related to the
corporate ahernatiVL: minimulll tax and environmcntal tax) of interest that is excluded from gross income.
Ollidal Slatl~IIll'l1t
Thc Preliminary Official Statcment, copies of which may be obtained as described below, is in a form
"dcemcd final" by the City for purposes of SEe Rule 15c2-12(b)( 1) (except for certain permitted omissions as
described in such rule) but is subject to revision, amendment and completion in a final QClicial Statement. Upon
thc salc of the Scries 1994A Bonds, the City will publish a final Official Statement in substantially the same form
as the Preliminary Official Statement. Copies of the final Official Statement will be provided, at the City's
expensc, Oil a timely basis in stich quantities as may bc necessary for the Successful Bidder's regulatory
com pliance.
CUSIP Numhl'r
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It is anticipated that CUSI P identific~ltion !lumbers will be printed on the Series 1994A Bonds, but
neither the failure to print slIch number on any Series 1994A Bonds Ilor allY error with respect thereto shall
constitute cause for failurc Dr refusal by the Successfllll3idder to accept delivery of and pay for the Series 1994A
Bonds in accordance with il.S agreement to purchase the Series 1994A Bonds. All expenses in relation to the
printing of CUSIP numbers on the Series 1994A l30nds shall be paid for by the City; provided, however, that
the CUSIP Service Bureau charge for thc assignment of said number shall be the responsibility of and shall be
paid for by the Successful Bidder.
Cupics of Docllments
Copies or the Pn.:limin<lry Official Statemcnt, this Official Notice of Bond Sale and the Official Bid Form
and further information which may be desired, may bc obtained from the City's Financial Advisor, Raymond
James & Associates, Inc.) 8S0 Carillon Parkway, St. Petersburg, Florida 33716, telephone (813) 573-8282.
Amendment and Notices
Amendments hereto and Iloticl.:-s, if un)', pertaining to this offering shall be made by the Munifacts News
Service.
CITY OF CLEARWATER, FLORIDA
/s/ Rita .1. Garvey
Mayor-Com III issioner
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{)ROPOSAL FOR
$8,110,000*
CITY OF CLEARWATER, FLORIDA
GAS SYSTEM HEVENUE IJONDS, SER11~S 1994A
Commission Chambers
City Hall
112 South 05c(;01a Avenue
Clearwater, Florida 34616
Ladies and Gentlemen:
For the City of Clearwater, Floriua, Gas System Revenue Bonus, Series 1994A (the "Series 1994A
Bonds"), dated September 1, 1994 and maturing on September 1, 2014 through September 1, 2024, ill the
principal amount of $8,110,000, dl:scribed in the Oflicial Notice of Bond Sale, which is hereby made a part of
this Proposal, we will pay YOll in im mediately available federal reserve funds
($
Series 199-lA Bonus.
Dollars
~ (not less than S7,9~7,8(0), plus accrued interest to the dale of delivery of the
We do or do not wish to have the Series 1994A Bonds insured. We understand that the Series
1994A l30nds will be insured by Municipal Bond Investors Assurance Corporation (MUlA) if insurance i~
designated.
The Series 1994A Bonus shall bear interest at the rates and shall be rcoffered at prices or yields
specified below.
Principal
Maturit.Y Amount*
r n terest
Rnte
Price
or Yield
Maturity
Principal
Amount '"
Interest
Rate
Price
or Yield
2014
2015
2016
2017
2018
2019
540,000
570,000
605,000
645,000
680,000
725,000
2020
2021
2022
2023
2024
770,000
815,000
865,000
920,000
975,000
Tenll Bonds Ontiol1. The interest rate or reoffering price or yield for allY Term Bonds shall be
indicated ill the table above only in the year of final maturity. The annual Principal Amounts so indicated shall
be applied for the mandatory retirement of one or more Term Bonds maturing in the years and amounts and
bearing interest as follows:
$
Term Bonds maturing on September 1, _ at _ % per annum to yield _ % per annum.
$
Term Bonds maturing on September 1, _ at _ % per annum to yield _ % per annum.
$
Term Bonds maturing on September 1, _ al_ % per annum to yield _ % per annum.
$
Term Bonds maturing on September 1, at % per annum to yield % per annum.
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$
Term Bonds maturing on September 1, __ at_ % per annum to yield _ % per annum.
.. Preliminary subject to change as stated in Official Notice of Sale.
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\Vc will accept delivery of said Series 1994A Bonds at New York, New York, on or about September
28, 1994, unless another datc or placc shall be mutually agreed upon, it being understood that the City shall
furnish to us, free of charge at the time of delivery of said Series 1994A Bonds, the opinion of Bryant, Miller
and Olive, P A., Bond Counsel, Tallahassee, Florida, approving the validity thereof.
[n accordance with the. Official Notice of Bond Sale, we enclose herewith either (i) a CasWer's or
Certified Check for $81,100 payable to the order of the City of Clearwater, Florida, to be returned to the
undersigned upon the award of said Series 1994A Bonds provided this Proposal is not accepted, or (ii) provided
for a Financial Surety Bond in accordance with the Official Notice of Sale. The amount of the check of the
winning bidder is to be retained and cashed by the City until the delivery of said Series 1994A Bonds and
payment therefor, and to be applied to the pUj'"Incnt of the Series 1994A Bonds or to be retained as and for
liquidated damages in case of the failure of the undersigned to make payment as agreed.
This proposal is not subject 10 any conditions not expressly stated herein or in the annexed Official
Notice of Bond Sale. Rcceipt of the Preliminary Official Statement relating to these Series 1994A Bonds is
hereby acknowledged, Thc namcs of the underwriters or members of the account or joint bidding accounts, if
any, who arc associated for the puqi"ose of this Proposal are listed either below or on a separate sheet attached
hereto.
By:
Address
City
State
Zip
Telephone Number
The following is our computation made in accordance with the Official Notice of Bond Sale of the true
interest cost to the Ciry of Clearwater, Florida, under terms of our Proposal for Series 1994A Bonds, which is
for informational purposes only and is subject to verification prior Lo award:
Par Amount
$
Less Original Issue Discount
$
Less Underwriter's Discount
$
Amount Bid Before Accrued Interest
$
Less Bond Insurance Premium (if applicable)
$
Bid
$
Accrued Interest
$
True Interest Cost Rate (To September 28, 1994
and Inclusive of Insura,ncc Prcmium costs, if any)
%
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The following truth-in.bomlillg statement IS required to be completed in compliance with Section
218.385, Florida Statutes:
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The City of Clearwater, Florida is proposing to issue $8,110,000. original aggregate principal amount
of Gas System Revenue Bonds, Series 1994A for the purpose of (i) financing capital projects for the City's Gas
System, (ii) funding a reserve fund, and (iii) paying the costs of issuing the Series 1994A Bonds, all as further
described in Ordinance No. 5564-94. The final maturity date of the Series 1994A Bonds is September 1, 2024,
and the Series 1994A Bonds arc expected to be repaid over a period of thirty (30) years. At a forecasted average
interest rate of % per annum, total interest paid over the life of the Series 1994A Bonds will be
$ . The source of repayment or security for this proposal is the City's Pledged
Funds, including the Net Revenues of its G~lS System and moneys and investments held in the funds created
under the said Ordinance. Authorizing the Series 1994A Bonds will result in $ not
being available to fInance the other gas system expenses of the City. This truth-in-bonding statement prepared
pursuant to Section 218.385(2) and (3) of the Florida Statutes, as amended, is for informational purposes only
and shall not affect or control the actual terms and conditions of the Series 1994A Bonds.
(No addition or alteration is to be made to this Official Bid Form, and it must be submitted with the
Official Notice of Bond Sale.)
.Preliminary, subject to change.
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Cleaxwater City Commission
Agenda Cover Memorandum
SUBJECT:
Resolution 94-79 Awarding the sale of $8,110,000 Gas System Revenue Bonds,
Series 1994A
RECOMMENDATION/MOTION:
Adopt Resolution 94-79 Awarding the sale of $8,110,000 Gas System Revenue
Bonds, Series 1994A, to Prudential Securities who submitted the best bid in
accordance with the terms of the Notice of Bond Sale
~ and that the appropriate officials be authorized to execute same.
BACKGROUND:
Gas System Revenue Bonds, Series 1994A, will accommodate the first three (3)
years capital expenditure budget (FY 1993-1996) for the Pinellas County portion
of the Clearwater Gas System strategic Plan. Since the proceeds of this issue
will only be used in Pinellas County, no validation was required. This issue
was advertized for competitive public sale scheduled for 12:00 noon on
September 12, 1994. Closing on this series is scheduled to be finalized on
Wednesday, September 28, 1994.
Revi ewcd by:
Legal
Budget
purchasi ng
Risk Mgmt.
CIS
ACM
Other
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N/A
N/A
Originating Dept:
DOAS/Finance
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Costs:
$ NIl.
Tota l
CCGIIission Action:
o Approved
o Approved w/conditions
o Denied
o Continued to:
User Dept:
Clearwater Gas System
$ N/A
Current Fiscal Yr.
SLbai tted by:
Ci~:J:;{
Advertised:
Date:
Paper: St. Petersburg Times;
The Bond Buyer
~ Not Requi red
Affected Parties
o Notified
~C!SI Not Required
FL.rding Source:
o Capital 11llJ.
o Operat i n9
o Other
Attachments:
Resolution 94-79
o None
Appropriation Code:
RESOLUTION NO. 94-79
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A RESOLUTION AWARDING THE SALE OF $8,110,000 CITY OF
CLEARWATER, FLORIDA, GAS SYSTEM REVENUE BONDS, SERIES
1994A; RATIFYING PREVIOUS ACTIONS TAKEN BY THE FINANCE
DIRECTOR AND THE MAYOR-COMMISSIONER IN CONNECTION
THEREWITH; APPROVING THE MATURITIES AND OTHER TERMS OF
SUCH BONDS; PROVIDING CERTAIN OTHER MATTERS IN CONNECTION
THEREWITH; AND PROVIDING AN EFFECTIVE DATE.
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WHEREAS, on August 15, 1991, the city commission of the City
of Clearwater, Florida (the "City" or the "Issuer") enacted
Ordinance No. 5118-91 (the "Original Ordinance") to provide for the
issuance of bonds payable from Net Revenues of the Gas Systen (as
defined therein); and
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WHEREAS, on August 4, 1994, the Issuer enacted Ordinance No.
5564-94 (the "1994 Ordinance", which together with the Original
Ordinance, is referred to herein collectively as the "Bond
Ordinance") which authorized the issuance of not to exceed
$8,250,000 City of Clearwater, Florida, Gas System Revenue Bonds,
Series 1994A (the "Series 1994A Bonds") as Additional Bonds under
the original Ordinance; and
WHEREAS, pursuant to Resolution No. 94-55, the City provided
for the public sale of the Series 1994A Bonds pursuant to an
Official Notice of Bond Sale; and
WHEREAS, Resolution No. 94-55 delegated certain responsibili-
ties in connection with the award and issuance of such Series 1994A
Bonds to the Mayor-Commissioner and the Finance Director and the
City wishes to ratify the actions taken; and
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WHEREAS, the 1994 Ordinance authorized the city to supplement
the terms thereof to provide additional covenants regarding
municipal bond insurance requirements;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF CLEARWATER, FLORIDA, as follows:
SECTION 1. In accordance with the provlslons of Resolution
No. 94-55, the City published a Summary Notice of Sale in the st.
Petersburg Times and in The Bond Buyer and distributed an Official
Notice of Bond Sale calling for bids to be received by 12:00 noon
on September 12, 1994 . Such action is hereby ratif ied and
confirIl1ed.
SECTION 2. In accordance with the provisions of Resolution
94-55 the Finance Director accepted the bids submitted pursuant to
the Official Notice of Bond Sale, and at the hour stated in said
Off icial Notice of Bond Sale, bidding was closed and the bids
attached as Exhibit A to this Resolution were found to have been
filed and to comply in all respects with the terms of the said
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Notice of Bond Sale. The Official Notice of Bond Sale set forth
the matur i ties, subj ect to adj ustment as provided therein, and
redemption provisions for the Series 1994A Bonds, and such
maturities, as may have been adjusted, and redemption provisions,
are hereby ratified and approved.
SECTION 3. The bid offering to purchase said series 1994A
Bonds at the lowest true interest cost in accordance with the
Notice of Bond Sale was the bid of Prudential Securities
Incorporated (the "Purchaser") offering to purchase the Series
1994A Bonds for $7,964,020.00, plus accrued interest. The bid of
Prudential Securities Incorporated is hereby accepted and
$8,110,000 city of Clearwater, Florida Gas System Revenue Bonds,
Series 1994A are hereby awarded to Prudential Securities
Incorporated at the price offered for the Series 1994A Bonds,
bearing interest at the rates set forth in the bid attached hereto
as part of Exhibit A.
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SECTION 4. In accordance with the provisions of Resolution
No. 94-55, the Mayor-Commissioner and Finance Director deemed the
Preliminary Official Statement final as of August 25, 1994. Such
action is hereby ratified and confirmed. The Preliminary Official
Statement attached hereto as Exhibit B is hereby ratified and
approved. The Mayor-Commissioner and Finance Director are
authorized and directed to execute and deliver an Official
Statement in substantially the form attached as Exhibit B, with
such changes, insertions and omissions as shall be approved by the
Mayor-Commissioner and Finance Director.
SECTION 5. Pursuant to section 7 of Resolution No. 94-55,
Municipal Bond Investors Assurance Corporation (the "Credit
Facility Issuer") has been selected as the Credit Facility Issuer,
and, pursuant to the purchaser's bid, the Purchaser has elected to
insure the Series 1994A Bonds. Selection of the Credit Facility
Issuer is hereby ratified and confirmed and payment for such
insurance is hereby authorized from proceeds of the Series 1994A
Bonds in accordance with the Commitment for Municipal Bond
Insurance from the Credit Facility Issuer attached hereto as
Exhibit C (to the extent applicable to a municipal bond insurance
policy and exclusive of any conditions as to a debt service reserve
fund policy, if any) I and the terms f conditions and agreements
relating to the City set forth in such Commitment for Municipal
Bond Insurance are hereby accepted and incorporated herein. A
statement of insurance is hereby authorized to be printed on or
attached to the Series 1994A Bonds for the benefit and information
of the holders of the Series 1994A Bonds.
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SECTION 6. In addition to the covenants and agreements of the
ci ty previously contained in the Bond Ordinance regarding the
rights of the Credit Facility Issuer ~hich are hereby incorporated
herein, the city hereby makes the following additional covenants
and agreements for the benefit of the Credit Faci~ity Issuer and
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the Holders of the Series 1994A Bonds while the Bond Insurance
Policy insuring the Series 1994A Bonds is in full force and effect:
(a) The Credit Facility Issuer shall be provided prior
written notice of any amendment of the Bond Ordinance adopted
pursuant to section 17 of the Original Ordinance, and any
amendments to the Bond Ordinance consented to by the Credit
Facility Issuer shall also be sent to Standard & Poor's
Corporation.
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(b) Any notice that is required to be given to a holder of
the Series 1994 Bonds or to the Paying Agent shall also be provided
to the Credit Facility Issuer. All notices required to be given to
the Credit Facility Issuer under the Bond Ordinance shall be in
writing and shall be sent by registered or certified mail addressed
to Municipal Bond Investors Assurance Corporation, 113 King Street,
Armonk, New York 10504, Attention: Surveillance.
(c) Pursuant to section 16(N) of the Original Ordinance, the
Credit Facility Issuer shall have the same rights conferred therein
upon any Holder of Series 1994A Bonds issued under the provisions
thereof or any trustee acting for such Holders to protect and
enforce any and all rights contained in the Bond Ordinance, and, in
the event that such remedies include acceleration of payment of the
Series 1994A Bonds, the Credit Facility Issuer shall have the right
to consent to such acceleration prior to the taking of such action
by the Holders of the Series ],994A Bonds.
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Cd) The city hereby covenants to limit Authorized
Investments, as defined in the original Ordinance, in which funds
on deposit in the Reserve Account for the Series 1994A Bonds are
invested to maturities of not more than 5 years, and all such
Authorized Investments in the Reserve Account shall be valued at
fair market value and marked to market at least once each year.
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(e) The City will not fund the Reserve Requirement with any
form of credit enhancement as provided in Section 16(C) (5) of the
Original Ordinance without the prior written consent of the Credit
Facility Issuer.
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SECTION 7. The Mayor-Commissioner, Clerk, Finance Director,
city Manager and city Attorney or any other appropriate officers of
the City are hereby authorized and directed to execute any and all
certifications or other instruments or documents required by the
Bond Ordinance, Resolution No. 94-55, the Official Notice of Bond
Sale or any other document referred to above as a prerequisite or
precondi tion to the issuance of the Series 1994A Bonds and any
representation made therein shall be deemed to be made on behalf of
the City.
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SECTION 8. This resolution shall take effect immediately upon
its adoption.
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Passed and adopted by the city commission of the city of
Clearwater, Florida, this day of , 1994.
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Rita Garvey
Mayor-commissioner
Attest:
Cynthia E. Goudeau
City Clerk
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EXHIBIT A
BIDS RECEIVED
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CITY OF CLEAR\V A TER, FLORIDA
$8,110,000 GAS SYSTEM REVENUE BONDS,
SERIES 1994A
TIC BIDDER CHECK OR INSURANCE
SURETY
W'\\\l~ 'R. ~~'"
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.;). f9.3015 Me((i \l L~{\~ 5 Y
3. lo.'1~lS o ~C" ,\?,Ow (\ 5 'Y
4. ~. BCD 1-31 fl,idc) if P~'ocJ~ "5 Y
s. &. 7tLJ r A.G. e-dw~,c)5 t. :5 Y
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99....0'3/':14 14153
2l: 14074,ll0C3
!::G EDUR~OS FL
09
fi.G. B\wuds
PROPOSt\.L FO R
S8,UO,OOO.
ern' OF CLEARWATER. FLORIDA
GAS SYSTEM REVENUE BONDS, SERIES m4A
Coaun~toll Cb.ambers
City H&.Il
112 South Oaceola. Avenue
Cl~ler. F1ori~ ~16
L3dies and Oe~tlemen:
For tho City of Clearwater, f]oridZl, Ga:s System Re,'cnue Bonds. Series 1994A (the 'Scric.s 1994A
Honds"), dated September I, 1994 and maturing 011 September 1. 2D14 thro~ Septc:mber 1, 2024, in the
principal amount of $8,110,000, described in tbe Official Notice of :Bond Sale. wtpch is hereby ~adc a part of
this Propos~ we v.ill pay you in immediatc.ly uailablo Cedenl ~c funds ^X..J./~ /W'...<'~
~~~ Dollars
(5 7, q 1-7/ Y(lO ) (not J~ t1um S7,947,8(0), pl~ acc.."1le:d interest to the date of delivery of the:;
Scri~ 1994A BOD~
We do ~ or do not wish to bave tho Scnes 1994A 130nds insured, We und~$t.a.nd tmt the Series
1994A Bonds \1(ill be insured by Municipal Boad Investors k5u.rance Corporation (M13IA) if i.n.5urADte is
designatcd.
Tbe Sc:rir;.,s 1994A Boads shall uc:uo illter~t at the rates and shall be reoffcrcd at prices or yield5
specified below.
Principal Interest Price Principl1! Interest
M acuritY Amount' Rnte or Yield .Maturity Am QUrtt · Rate
b,CCI C;e;. ('j) . 20'...0 770.000 c.../.J~
2014 540,000 .
2015 570,OOJ f: ..c- cJ '-? <.I, ?'1 ':t 2021 8]5.000 I:./:J~'
l2016 60S ,000 Q ;('" 202..2 865.0C>0 r; J:Y1~
~, ( ,
2017 645.000 (- ,{C' 202:3 92D.COJ f:: .f.X'
t 2018 680,OOJ (: . eLl 2024 975,OCXJ /: . / ;)~....
..
2019 725,00J 1>LO ,. '-
~,I..,
Price
or Yielsi
w'?'i /' -
I , _.")
Term Bonds Option. The inlerest rate or reoCi'ering pricc or )~eld Cor any Term BOI1th :l.h:ill be
indicated in the table above ooly in the; year of final maturity, The anoUA.! rrinc:ip~ Amounts 60 iadiQted $ha.ll
be applicd tor the mandatory retirement of one or more Term Bonds maturing ill the years and amoWlLS and
bearing Uuerc.st as follows:
s J:{,S~C/.JJ
S ;.. "'":)J' '
I, :SJ.., ,Oc.i{)
Term Boads maturing OD Se Plcmber 1, ~I i at (:, (L7 % per annum to )~eldtl')% per ~u.m. C1
. -'c...?,t . ",- . q,p~-I"//~ 6, /<i19iO
Term Sonds macurmg on Sc plcmber 1, I!"~ at {.I.J.--% pcr ZU1D\UO to )'1eld ~ % per UU1U111.
1
~
~
i!
'fi.
I
;
s
Tel'IIl Bonds mOlturing on. September 1., _ at _% per annum to yield _% per annum.
s
Term .Boods maturing 011 Septcmber 1., _ at _ % per annum to yield _ % per annum.
~
'f
'J.
..
f
s
T Term Bonds maturing on S'plcD1ber 1. _ at _"fa per AIlDum to yield _% per annum.
, prcUmina.ry subject to change as st8t~d in Official Notice of Sale.
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RG EDIoIRRDS FL
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~'e will aa:c:pt delivery of said Series 1994A Boeds at New York, New Vorl; OD or about September
28, 1994, unless: aaother dale or place ~haU be mutually ~sreed upoIJ, it bciDg understood tb~t Lbo Cjt)' .shall
rwuisb to us, freo of cbarge tit the time of de-livery of said Series 1994A Bonw, the opinion of B~t., Miller
and Olive, PA" Bond Coun.se~ Tallahassee, Florida, approving the validity thereof.
In accordan~ ",ith tbe Omcial Norice of Bond SAle, we. enclose herewith ciLher (i) " CMhIer's or
Certified Check Cor SSl,lOO pS)'&lble to the order of the City oC CIc~fW3tcr, F1orida, to be returned to the
undersigDed upon the Awa.rd of .said Series 1994A Bonds provided t.hi.s Pruposal is noL acc.epted, or (ii) pro\-id6d
for a FimmciZll Surety Bono in accordance with tbe Ortldal Notice of S:U!:. The Am01Ul( oC tbe check oC the
winning bidder is (0 be. retained 3..Od alshed by (he City \JIltil the delivery or said Series 1994A Bonds ~d
p~ymen[ therefor, and to be applied to Lh~ p:1yment of the Series 1994A Bonds or to be retained ~ and for
liquidated damages in case of the failure of the undcn.igne.d to make papnent ns ngrccd.
This prop-os:u is nOC subject to any cooditioO$ not e.xprcssly stared herein or in the :mnexed Offic:UU
Notice of Bond Sale. Receipt of the Preliminary Officilll Statement relaliug to the.se Series 199-4A Bonds is
hereby :1C~tnowl~Bed. The names, of the UIlderwriten Ot' meD1bcrs of the :lccount or joint biddio.g aceounts, if
:lIlY, wbo arc assoc:Ulted for the purpose of this Proposal arc listed either below or on a separnte sheet attached
hereto.' .
Br. ;rtr;t!c. jJ ~ '%.dr./..-- ~~4) Itf. t~ ~ f:AY'LJ ),1td,
..~ddrC$S
II C:. ~~JCr'I"C(( j Sv;e;J;~,
rV::I'~NN &/1 K
C I.U 0'7 ,. I / /
.-101.. {II )1, "i't4-e II
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State
.5'1[,09
.
Zip
,-,-.
I (jn~~/((
City I
'?I? /;2 ~b"" O.P/O
Telephone Number
The foUowmg 4 our computation made in accordance with the Official Notice uf Boud Sale of the true
interest cost to the City DC ClearwBter, Floridll, under terms of our Proposal for Series 1994A Bonds., which is
Eor jolOnDational purposes only ~d Is subject LO veri[jCllLion prior to awn.rd:
Par Am ount
q , I{.'l /' .1? ...._,
s /},I/I'ic..L{ ,L-V
l.,e$s Originn.11ssue Discount
$ iOb, ~;>~.SS'
s ( ~I 71-,7', B
s 7, 1 f 7, qc\C' .L){)
5'5, 6CO,. ~()
Less Uoderwritcr's Discount
Amounc Bid Before Accrued Ioterest
Lc~ Dond !nsuraoco Premium (if applicable)
s
Bid
s 7 110, ~()G, 90
s ~/c;/" )j'~
-
Accrued Intcrc6t
irue. ID.terc.st Cost Rate (To September 28, 1m
and Inclusive oC In.sun.oce Prcl:liull1 rooSts, if any)
a, :Y3 f8"
%
2
V 0 r(\~ "5ec..tAr,-t:\ es
..
PROPOSAL FOR
S8,UO,OOO*
ClTI' OF CLEA..R\\'ATER., FLORIDA
GAS SYSTEM REVENUE BONDS, SERIES 1994A
Commission Chambers
City Hall
112 South Osceola Avenue
Clearwater, Florida 34616
Ladies and Gentlcmen:
For tbe City of Clearwater, F1orida, Gas System Revenue Bonds, Serics 1994A (~e .Series 1994A
Bonds"), dated September 1, 1994 and maturing on September 1, 2014 through Septcmber 1, 2024, in tlle
principal a.II1vunt of SS,llO,OOO, dcscnoed in the Official Notice of Bond Sale, which is her~br.made a,J2art of {
this p\oposal we v.ill pay you in immediatcI aV,ailablc fede a1 reserve funds '~'~H"", tOI1 t1.INt,f> hvtv0v'.RJ
i 1- () c.I.. lI1. \vt.'! h. ~...... ~~ e J L-1. L. ~i e S'" l)C.. ()., (1\ ~ 0 U' cJ Dollars
(5 -, qbD.J. q '( G I O.(J ) (not less than $7,947,8(0), pI accrued interest to the date of delivery of the
Series '1994 Bonds.
We do ./ or do not wish to have the Series 1994A Boods insured. 'Ve understand that the Series
1994A Bonds will be insured by Municipal Bond Investors Assurance Corporation (MJ3IA) if insurance is
designated.
The Series 1994A Boods shall bear interest at the rates and shall be reoffercd at pric.c.s or yields
specified below.
Principal Interest P ri c.e Principal Interest Price
Maturity Amount* Rate or Yield Maturity Amount$ Rate or Yield
2014 540,000 b\:o 1W,~1 2020 770,00>
2015 570,003 2021 815,00>
2016 605,003 2022 865,00::>
---,
2017 645,00J 2023 920,OOJ
2018 6SO,OOJ 2024 975,00>
2019 775 /XfJ
Term Bonds Option. The interest rate or reoffering price or )ield for any Term Bonds shall be
indicated in the table: above only in the year of final mam.riry. The annual Principal Amounts so indicated shall
be applied for the mandatory retirement of ooe or morc Term Boeds maturing in the years and amounts and
bearing interest as (oUOI,J..'S: I .\
,P1l ~f, 7~-)
s 1/ 7 ~) 000 Term Boads maturing 00 September i. ]..0 /C, at G % per annum to )rie1d G:>I % per ann
I " - ~ W05-(11
S~I 3~~" tl"
~ I Jj- (, ,111 ( ~ '1 Yf>
S 'I ; 1 J ) 0 tJO Term Bonds maturing 00 September 1, ~)'J. at r.?t % per annum to )icld % per annum.
- -:-~ ft,sJ'1 (Cjq
S li~ 9 ~ Dc) i) Term Boads maturing 00 September 1.JP)~ at ~% per annu.m to yield _% per annum.
s
Term Bonds maturing 00 September 1. _ at _ % per annu..m to yield _% per annum.
· Preliminary subject 10 change ~s stared in n(firi,d l\.Tnl;r,. ,...f ,.,1"
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\Ve y.riU accept delivery of said Series 1994A Bonds at New York, New York, on or about September'
28, 1994, unless another date or place sball be mutually agreed upon, it being understood that the City sball
furnisb to us, free of charge at the time of delivery of said Series 1994A Bonds, the opinion of Bryant, Miller
and Olive, P A., Bond Counsel, Tallahassee, Florida, approving the validity thereof.
In accordance v..1tb the Official Notice of Bond Sale, we enclose herewith either (i) a Cashier's or
Certified Check for $81,100 payable to tbe order of the City of Clearwater, Florida, to be returned to the
undersigned upon tbe award of said Series 1994A Bonds provided this Proposal is not accepted, or eii) provided
for a Financial Surety Bond in accordance y.;lh the Official Notice of Sale. The amount of the check of the
winning bidder is to be retained and cashed by tbe City until the delivery of said Series 1994A Bonds and
payment therefor, and to be applied to the payment of the Series 1994A Boods or to be retained as and for
liquidated damages in case of tbe failure of the undersigned to make payment as agreed.
This proposal is not subject :0 any conditions not expressly stated hereLc. or in the an.nexed Official
Notice of Bond Sale. Receipt of the Preliminary Official Statemt.ut relating to these Series 1994A Bonds is
hereby acknowledged. The names of the underwriters or members of the account or joint bidding accounts, if
any, wbo are associated for the purpose of this Proposal are listed either below or on a separate sheet attached
hereto. .
Br-c9~~ ~
t5tAl"i'1 e H- ~1!.c CA...r l'1(ij ~
J:::-;d.e (c.ty Co. jJ t--b ( Y/{a,f:.Af (0
q 0 () 0 ,~ 0 t{ f ~ S' (' J f ~ ( t/ d
Address
70. c- k 1 t 1'1 v: ( {f F L
Ciry State Zip
( '1 ti'l, I ) L{ (p t( 1 7 L{ 9
Telephone Number
-'3 J. ":). S-~
The fol1o~ing is our computation made in accordance \\1.th the Official Notice of Bond Sale of the true
interest cost [0 the City of Clearwater, Florida, under terms of our Proposal for Series 1994A Bonds, which is
for informational purposes only and is subject to verification prior to award:
Par Amount
s <?, 110,000, OD
I I
S 8 0, 0 hfl, 7 f-
I
S b t, q f 5. 00
s 7, YbDj 176 ,t?D
I I
S !:J-? ,rye? 0 tJ v
I ~ ,
s 1)9 OJ.: 1~~, 00
s 37b69/f~
Less Original Issuc Discount
Less Undcrvniler's Discount
Amount Bid Before Accrued Interest
Less Bond Insurance Premium (if applicable)
Bid
Accrued Interest
True Intcrest Cost Rate (To September 28. 1994
and Inclusive of Insurance Prcmium costs, if any)
{" 5 ?6ofJ % /4 JJ<.{.d~ J
tit I S.2 '7 g b ~I 'l u. '" a. cL J {,{ rhe c
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PROPOSAL FOR
$8,110,000-
CITY OF CLEAR\VATER, FLORlDA
GAS SYSTEM REVENUE BONDS, SERIES 1994A
Commission Chambers
City Hall
112 South Osceola Avenue
Clearwater, Florida 34616
Ladies and Gentlemen:
For the City of Clearwater, Florida, Gas System Revenue Bonds, Series 1994A (the "Series 1994A
Bonds"), dated September I, 1994 and maturing on September 1, 2014 through September 1, 2024, in the
principal amount of S8,110,OOO, described in the Official Notice of Bond Sale, which is hereby made a part of
this ,Proposal, we \\~Il pay you j.p imrp cdiate1y available [eder~ ~ eserve funds . k-- '.
T/ZtY'~ t.f..; ~ ~~ ~ ---nollars
($ p;. tJ / ft, I 7.50 - So ) (not less than S7,947,800), p us ;1ccrued interest to the date of delivery of the
Series 1994A Bonds.
:.:111 Z:;-:;~:):)?..i..A I ~~iJ .~n~~
\Ve do X or do not wish to have the Series 1994A Bonds insured. We understand that the Series
- -
1994A Bonds will be insured by Municipal Bond Investors Assurance Corporation (NlBlA) if insurance is
designated.
The Series 1994A Bonds sh~ll b~a"r' ~tere'st at the rates and shall be reoffered at prices or yields
specified below.
Principal Interest Price Principal Interest Price
Maturirv Amount'" R:.ne or Yield lvf a turi tv Amount ... Rate or Yield
2014 540,000 C .;),0 (,/~~ 2020 770,000 ,. -:zy/ ~/3j
2015 570,000 6.:AQ ~-~ 2021 815,000 ~.~() 0'~S
2016 605,000 ~'~5 (t' . .?;lJ 2022 865,000 I~, ~ ".
~.3S
2017 6451000 f, ~~ L.'YJ 202.1 920,000 b 3rJ b.3(
,. II'> · ?JeJ ;..-
2018 680,000 k~ b. ?xJ 2024 975,000 .?3.>
2019 725,000 (D' ~~ t.. ?3
Term Bonds OPtion. The interest rate or reoffering price or yield for any Term Bonds shall be
indicated in the table above only in the year of final maturity. The annual Principal Amounts so indicated shall
be applied for the mandatory retirement of one or more Term Bonds maturing in the years and amounts and
bearing interest as follows:
$ I II {>, /)()(), Term Bonds maturing on September 1,~ at~% per annum to yield ~ per annum..
/ ( ,
$ ':<1 hSt; i~'-i). Term Bonds maturing on September 1, ;)..[)(C( at~ per annum to yield ~ per annum',
$ ~ ~}j~ ~. Term Bonds ma(uring on September l~aJJf at ~ per annum to yieldtu3.l% per annum.
$
Term Bonds maturing on September 1, _ at _% per annum to yield_% per annum..
$
Term Bonds maturing on September 1, _ at _% per annum to )ield _% per annum.
... Preliminary subject to change :is stated in Ofiicial Notice of Sale.
\Ve will Jccept delivery of said Series 1994:-\ Bonds at ;'\l.:W York, ;--:ew York, on or about September
~, 1994, unless ~mothcr d:lle or pbcc shall be mutu~l1y agreed upon, it being understood that the City shall
furnish to us, free of charge at the time of delivery of said Serics 1994A Bonds, the opinion of BI')'ant, Miller
and Olive, P A., Bond Counsel, Tallahassee, Florida, apprO\-mg the validity thereof.
In accord3J1ce \l,ith the Official Nmicc of Bond Sale, we enclose berc\\ith either (i) a Cashier's or
Certified Check for $81,100 payable to the order of the City of Clearwater, Florida, to be returned to the
undersigned upon the award of said Series 1994A Bonds pro\ided this Proposal is not accepted, or (ii) provided
for a Financial Surcty Bond in accordance \l,1th the Offici al Notice of Sale. The amount of tbe cbeck of the
winning bidder is to be retained and cashed by the City until the delivery of said Series 1994A Bonds and
pa}ment therefor, and to be applied to thc payment of tbe Series 1994A Bonds or to be retained as and for
liquidated damagcs in case of the failure of the undersigned to make payment as agrecd.
This proposal is not subject to any conditions not expressly staled herein or in the annexed Official
Notice of Bond Sale. Receipt of the Preliminary Official Statement relating to these Series 1994A Bonds is
hereby acknowledged. The names of lhe under\l.'Titers or members of the account or joint bidding accounts, if
any, who are associated for the purpose of this ProposJl are listed either below or on a separale sheet attached
hereto.
By:
.CUYTOH BnOWH & ~TES.IHO.
<.::JCo t(.J #l ~b/:5o;()
Address
c!J?fO ~/~
City. State
3-;2-559-1683
i'O~(,/
Zip
Telephone Number
The following is our computation made in accordance with the Official Notice of Bond Sale of the true
interest cost [0 the City of Cleaf\'-.'ater, Florida, under terms of our Proposal for .Series 1994A Bonds, which is
for informational purposes only and is subject to verification prior to award:
Par Amount
Less Original Issue Discount
Less Undel"VrTiter's Discount
. Amount Bid Before Accrued Interest
Less Bond Insurance Premium (if applicable)
Bid
Accrued Interest
True Interest Cost Rate (To September 28, 1994
and Inclusive of Inswance Premium costs, if any)
"
..
w\ \\.\~ R. ~u.q\\ ~ Co.
PROPOSAL FOR
$8,110,000-
CI1Y OF CLEAR\\'ATER, FLORIDA
GAS SYSTEM REVENUE BONDS, SERIES 1994:\
Commission Chambers
City Hall
112 South Osceola Avenue
Clearwater, Florida 34616
Ladies and Gc::ntlcmen:
For the Ciry of Clearwater, Florida, Gas System Revenue Bonds, Series 1994A (the "Series 1994A
. Bonds"), dated September I, 1994 and maturing on September 1, 2014 through September 1, 2024, in the
principal amount of S8,110,000, described in tbe Official Notice of Bond Sale, which is hereby made a part of
t .s. Pro 9sal,.I we l\'i11 a' you in immediately available federal reserve funds . .
~ ~- -(/. H' 5'a. Dollars
($ 7, crt{/, Z ql.S"O ) (not less than $7,947,800), plus accrued interest to the date of delivery of the
Series 1994A Bonds.
We do V or do noC wish to have the Series 1994A Bonds insured. \Ve understand that the Series
1994A Bonds will be insured by Municipal Bond Investors Assurance Corporation (Iv03IA) if insurance is
designated. _.
The Series 1994A Bonds shall bear interest at the rates and shall be rcoffered at prices or yields
specified below.
Principal Interest Price Principal
Maturitv Arnount* Rate or Yield Matuntv Amount-
2014 540,000 {60 ill 2020 770,000
2015 570,000 (.o~ 6. IS' 2021 815,000
2016 605,000 &.~O t.l5' 2022 865,000
2017 645,000. 6.(6 o;Q,/25' ~023 9'?-O ,000
2018 680,000 . '.lO ~q 2024 975,000
2019 715,000 4.10, <1:L
Interest
Rate
Price
or Yield
b.ll)
98'.7 S
. .
Term Bonds Option. The interest rate or reoffering price or yield for any Term Bonds sball be
indicated in the table above only in the year of final maturity. ~he annual Principal Amounts so indicated shall
be applied for the mandatory retirement of one or more Term Bonds maturing in the years and amounts and
bearing interest as follows:
$ ~ J~~ ()~~ "Term Bonds '~3turing on September 1,202.. ~ at t,M% per annum to yiel~% per annum,
$
Term Bonds xpaturing on September 1, _ at _ % per annum to yield _ % per annum.
$
Term BonQs m~turing on September 1, _ at _ % per annum to yield _ % per annum.
$
Term Bonds maturing on September 1, at % per annum to yield % per annum.
-- -
$
Term Bonds rn3turing on September I, _ at _ % per annum to yield _ % per annum.
III Preliminary subject to change :IS stated in Official Notice of Sale.
\Ve will accept delivery of said Series 199-1A Bonds at }lew York, ;\ew York, 00 or 3.bout September
28. 1994, unless another date or place shall be mutually agreed upon., it being understood that the City shall
furnisb (0 us, free of charge at (he time of delivery of said Series 1994A Bonds, tbe opinion of Bryant, ?\.1iller
and Olive, P A., Bond Counsel, Tallahassee, Florida, approving the validity thereof.
This proposal is not subject to any conditions Dot expressly stated herein or in the annexed Official
Notice of Bond Sale. Receipt of the Preliminary Official Statement relating to these Series 1994A Bonds is
hereby acknowledged'. The names of the undcf\I,'Titers or members of the account or joint bidding accounts, if
any, who are ass'ociatep for the pUfp:ose.of this Proposal are listed either below or on a separate sheet attached
hereto.
.' .
.,
In accordance ",rith the Official Notice of Bond Sale, we enclose here\\ilh either (i) a Cashier's or
Certified Check for 581,100 payable to the order of the City of Clearwater, F1orida, to be returned [0 the
undersigned upon the award of said Series 1994A Bonds pro\-ided this Proposal is Dot accepted, or (ii) provided
for a Financial Surety Bond in accordance v.rith the Official Notice of Sale. The amount of the check of the
winning bidder is to be retained and cashed by the City until the delivery of said Series 1994A Bonds and
payment therefor, and to be applied to the payment of the Series 1994A Bonds 0[" to be retained as and for
liquidated damages in case of the failure of the undersigned to make pa)ment as agreed
By:
WILLIAM R. HOUGH & co. rtA<..c()...... f
~ 0, ;Jo/~vt/~-'" /o..>!'
Address
~.-?Z fLL
Jf, fc-J...-~ i"':J FI..
City State
cY'/J- t?<jF- dlJJo
Telephone Number
}J)o/
Zip
The following is our com putation made in accordance v.ith the Offidal Notice of Bond Sale of the (rue
interest cost to the City of Clearwater, Florida, under terms of OUI Proposal for Series 1994A Bonds, which is
for informational purposes only and is subject to verification priqr to award~ '.
Par Amount
. .
$ gIll Q;roa
,
, . s 10/,'116.5"D
,
s 51 ,S'g 1 . C6
.
s 1:, 9 r; ~, 2. q ?.. r ()
s S~I 000
.
S ~~ 3t 2'12 .5CJ. .
s J~, '1 q. ~. 6 "3
(,2929 %
, . Less Original Issue Discount
Less Underwriter's Discount
Amount Bid Before Accrued Interest
Less Bond Insurance Premium (if applicable)
Bid "
Accrued Interest
True Interest Cost Rate (To September 28, 1994
and Inclusive of Insurance Premium costs, if any)
2
.
.
.
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flidder1 ~cb.9d lj
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PROPOSAL FOR
. $~O,OOO.
CITY OF CLEA.R.WA.TER, FLORIDA
GAs SYSTEM ~ BONDSt SERIES 199.cA
~
.' .
CO!oum;~don Cblmbers'
City HAll .
112. South O~oJa Avenue
. . C1Urw&tc.r; Florida 34616
!....ad.i~ ~d Ge.ntlcm tI1:
For tbe Clry of Cleuwate.t, Florida, Gas S~tem Revenue Bonds, Series 1994A (the "'Seri~ 1994A
Bonds"). cU![ed September 1. 1994 iJJd macuring on September 1, 2014 through September 1, Z024, u,. the
principal amoWl[ of $8,110,000, descnoed in the Official Notice of Bond Sale, which is hereby made a part or
this ProposZl.l, we . ay you lu Un ediatel avAilabI federal e$erve
0..,,( ,o"I.A..
($ '] 9t/51 q s '7, lnO ) (nee less thm S7) 7,800); plUl Aeaued inter~t to
Seri~.l994A Bonds.
We do V or do not wish to h!.vc the Series 1994A Bonds insured.. We undersu.nd t1ut the Seri~
1994A Boeds Vrillbc insured by Municipal Bond Invc:.stors Assurance Corporation (MEtA) if in.swuce is
d.~i&"-Jlted. .
The Series !994A Bonds shall bur U:1te!e& at the rat~ and ~ be :coffered at prlc.e.5 or yields
sped.f!cd below.
Principal
Mltur1rv ~mo~.
2014
2015
2016
2017
2018
2019
Inrerest
Rsre
Principal
~itu.riri Amount"
Price
or Yield
Intere.st
R.!te
, Price
or Yield
S40,(X):)
510,000
605 ,()())
64S,OOO
680,00J
1Z5,000
770,00J
~,Q(X)
86S,0CX)
92D,()(X)
97 S,(XtJ
(p.QQ C,J5
2020
2021
2D22
2D23
2024
,.).0
G!I
~.~
.1trm B<1-nds OQ11on. Thc interest rate or rcotrering price or yield Cor any T~ Bonds !b.al1 be
indicated. in the table above only in the YCU' of final mAtUrity. The um~ Princ:ipal.AmOW1t& &0 indiCl.ted ~
be lpplicd for the m~oduory retlrece.ot of one or:::1Ore Ten:u Bonds mmui.ng in the)"CUI and AmOunts ud
bc.Wg i.:2terw as !ol.low1: .
. .".
Term Bonds mAtwg on September 1, "J. 0 0' at~, 0 % pet jl~Utln'\ to yield ~ % per 2J1nUln.
Term Bond! maturing on Septet:lbc.r l,~ at~.IV% per ~TT1:.lllm to yield'.11"bo per ac.nam..
T B ~ -' ")0 ;. \1 Co. ~ 0 . C. ~ '1 'I
erm ODw mJlt1.l.nng on September 1f' T At _ % per annum to yield _$ per annum..'
$ {]IiD} 000
S' j, ~ r~ 0,,0
s ~"I~~IOOO
P I I
S
$
Tc.rm Bonds maturing on September 1,
:t'erm Bonds maturing 00 Seprember 1.
at _ % pet annum to yield _ % per a:unm1..
at _ % pc: -aa.nl1m to yield _ % per ac.nu:n..
J~idder, Peabt:d3
We wili accept delivery of said Series 1.994A Bonds at New York, New Yori; On or about September
28, 1994, uclcss another date or pIlee shall be mutwJ1y agrecd Upon, it beh1g undeutood that the Clty shAll
furnisb to us, free ot charge at tb.e tiI:ne of delivery of $lid Series 1994A Bonds., the opinion of BryaI1t, Miller
and Olive, .P.A., BODd Counsel, Tallahassee, F1ori~ approving the validitY thereof.
. 111 accorchnce with the Official No~ of Bond Sale; we enclose herewith either (i) a C~'b;er's or
Certified Check for 581,100 pzyablc to the order of th~ City of Cl~[er, Florlch. to be remmed to the
undersigned upon the 4.ward of &aid Series 1994A Bonds provided this Propo~ is not a~ted, or (ii) provided
for a F'U1~clal Surety Bond in accordaocc with the Offic:ial Notice of Sale. The amount of the check of the
winning bidder is to be rcraLned and c.W1c.d by the City until the delivery ,of stiFf Series 1994A Bonds 6U1d
pa~e=t therefor, aDd to be applied to the payment of the Series 1994A Bond.s o.r to be retained as and for
liquidAted damAges in case oC the failure of the und~ed to makc payment as agreed.
Tbh propoW is net ",ubject, to any, condiLiotl.S not expressly stated hereiA or in the, U2ne~ Ofiical
Notice at Bond Sale. Receipt of the Prc.llininzuy Officicl Statement relating to these Series 1994A Bonds is
weby acknowledged. The names of the underwriters or members of the account or joint biArfing accounts., if
any, wbo are !.S.SOdatcd for the purp.ose of this Proposal are listed either below or on a separate s.hcet attached
hereto. . .
B)'t 3o.H~ f. ~o.l)S')~' \If.
~~-
C)
I f~s tf Q:{LiVv4-f~
Addrc.s.s
c?i-- . ~ ~cQJb ~
City State
~or'; tfG2. q, L'6 ,',
Tdep!1one Number
GlJ~~ .
'3 -:s 50 t
Zip
.
~
.
,
~ {ollo"''ing is our computAtion made in ac.cord.ane:e with the Official Notice of Boa.d S~e of the,trU~
interest cost [0 the City of Clearwater, Florida, under terms of our Propo!a1 for Seri~ 1994A Bonds, which is
for i.nron:national purpo~c.s ~nly and is subject to ver=...!iation. prior to ..ward: - .
S ~, t 1 D1DOO. DO
$ q ~ ) 16 ~ ' tfo
$ ~4lR8D.OO
.
s 1,. q 481 q S? r..o
s $:I 58) OOO..'DO
s 7) gqo) ~5? bO
$_ .!>~31S'.1o~
~. 3(p'131
%
Pat Amcu.nt
L.:M Ori&ixW Issuo Discount
Leu Underwriter's D~unt
AmOt.l.tlt Bid B elore Ac.aued Interest
Le.s.s Boad IC5ura.na: Premium (If applicable)
Bid
Acc:rucd It1terest
True Interest Cos1lUte (To September 28, l$4
and Inclusive or Insurapce Premium CO$t1, if any)
41
" ,
Me.( r ~ \ \, L\} n e.. \l
PROPOSAL FOR
$8,11 0,000"
CITY OF CLEARWATER., FLORIDA
GAS SYSTEM REVEl\ruE BONDS, SERIES 1994A
Commission Chambers
City Hall
112 South Osceola Avenue
Clearwater, Florida 3-+616
Ladies and Gentlemen:
For the City of Clearwater, Florida, Gas System Revenue Bonds, Series 1994A (the "Series 1994A
Bonds"), dated September 1, 1994 and maturing on September 1, 2014 through September 1, 2024, in the
principal amount of S8,110,OOO, described in the Official Notice of Bond Sale, which is hereby made a part of
this Proposal, we will pay you in immediately available federal reserve funds 58(J~J() If{ (LLlolO /1.J p.:Je.
j-f<( /l9))fl.5.D ~4..rY S ev J3-/J 17-16-(( GM'p {; I c;. Hi He! /Vb I2.J=J> ^^' ~ ""~av I Dollar s
($ 1. 9 'i ~ srm &1 /) ) (no I less l han $7,947 ,SOD), plw accrue d int eresl 10 the lla Ie of delivery of the
SerIes 19 ~A Bonds.
\Ve do ~ or do not _ v,;sh to bave the Series 1994A Bonds insured. We understand that the Series
1994A Bonds will be insured by Municipal Bond Investors Assurance Corporation (11BIA) if insurance is
designated.
The Series 1994A Bonds shall be3! interest at the rates and shall be reoffered at prices or yields
. . .
specified below.
2014
2015
2016
2017
2018
2019
54D,000
570,000
605,000
645,000
680,000
725,000
Interest Price
Rate or Yield
G.Of) 6.ft"
&..eo (,.17
T\1 a tun tv
Principal
An1ount.
Interest
Rate
Price
or Yield
I
Principal
Maturitv Amount*
(P.() S~
202D
2021
2022
202.3
2024
770,000
815,000
865,000
920,000
975,000
(o,{ 1..(
Cf eso
i
I
i
I
,
I
I
I
\
I
I
I
I
I
I
i
,
i
!
7:J!L
Term Bonds Option. The interest rate or reoffering price or yield for any Term Bonds shall be
indicated in the table above only in the year of final maturity. The annual Principal Amounts so indicated sball
be applied for the mandatory retirement of one or more Term Bonds maturing in the years and amounts and
bearing interest as follows:
$ 2t 4:-S~0WO Term Bonds m:lturing on September 1, )...of1at~,~~ per annum toyiel~./'f% per annum.
S'lr jlf~ a::>D Term Bonds maturing on September 1,'}.o~t6.~ per annum to yield?, l.-'~ per annum.
$
Term Bonds maturing on September 1, _ at _% per annum to yield _ % per annum.
$
Term Bonds mamring on September 1, at % per annum to yield % per annum.
-- -
s
Term Bonds rn:lturing on September 1, at % per annum to yield % per annum.
-- -
· Preliminary subject to change JS stated in Official Notice of Sale.
\Ve \1.111 accept delivery of said Series 1994A Bonds at New York, New York, on or about September
28, 1994, unless another date or place shall be mutually agreed upon, it being understood that the City shall
furnish to us, free of charge at the time of delivery of said Series 1994A Bonds, the opinion of Bryant, :Miller
and Olive, P A., Bond Counsel, Tallahassee, Florida, approving tbe validity thereof.
In accordance with tbe Official Notice of Bond Sale, we enclose herewith either (i) a Cashier's or
Certified Check for $81,100 payable to tbe order of tbe City of Clearwater, Florida, to be returned to the
undersigned upon the award of said Series 1994A Bonds prO\-ided this Proposal is not accepted, or (ii) provided
for a Financial Surety Bond in accordance with tbe Official Notice of Sale. Tbe amount of the check of tbe
winning bidder is to be retained and cashed by the City until the delivery of said Series 1994A Bonds and
payment therefor, and to be applied to the payment of the Series 1994A Bonds or to be retained as and for
liquidated damages in case of the failure of the undersigned to make payment as agreed.
,
l
This proposal is not subject to any conditions not expressly stJtcd herein or in the annexed Official
Notice of Bond Sale. Receipt of the Preliminary Official Statement relating to these Series 1994A Bonds is
hereby acknowledged. The names of the underwriters or members of the account or joint bidding accounts, if
any, who are associated'for the purp.ose of this Proposal ar~ listed either ,b~low or on a sep~ate sheet att~ched
hereto. , /f
~ ~~;.' ~/
By: O~4 ~ /0-'1~.c.c~~
// / ' .
r.'1 . ~
.I///{L!~V
'"
Address
M.elrilLLynch 8nrl r.n
26301 U.S. Highway 19 North
Clearwater, Florida 34621.
State Zip
~
~~
:~~
City
( '8 \ =:,~ "\,\C,- \7- \'1
Telephone. umber .
The following is our computation made in accordance ~;th the Official Notice of Bond Sale of the true
interest cost to tbe City of Clearwater, Florida, under terms of our Proposal for Series 1994A Bonds, which is
for informational purposes only and is subject to verification prior ,to award:" . . .
Bid
" ,
,
s f I ( 0 ,00 0 ·
I F
S /3 J,..I ?...rj . ~,{"
,
s )..cf, 3' cf ~.J ~
I
S 7; 9 Cf ~ ~fX; -
s S'f,~.
,
s '0 ~qz/ <2'00.
s '57, !Jot.. 7/
I
Par Amount
.' Less Origirial I,ssue Discount
'.
~
Less Underv.Titcr's Discount
Amount Bid Before Accrued Interest
Less Bood Insurance Premium (if applicable)
Accrued Interest
. (, wi
.:. ...
True Interest Cost Rate (To September 28, 1994
and Inclusive of Insurance Premium costs, if any)
&.30I,{
%
2
.,'" ' ..' ., .:. .' . " " f';'~'~' /,"." ,.' l' . , . . " H., '. I , ' .'
'( (" v.d~bo\ ~eCu(i -CI e..s
PROPOSAL FOR
$8,110,000.
ClTI' OF CLEARWATER, FLORJDA
GAS SYSTEM RE\'ENUE BONDS, SERIES 1994A
Commission Chambers
City Hall
112 South Osceola Avenue
Clearwater, Florida 34616
Ladies and Gentlemen:
'l
.1
"
i
il
~
J,
'.
l
ib.
... '
For the City of Clcarwatcr, Florida, Gas System Revcnue Bonds, Series 1994A (the "Series 1994A
Bonds"), dated September I, 1994 and maturing on September 1, 2014 through September I, 2024, in the
principal amount of $8,110,000, described in the Official Notice of Bond Sale, which is hereby made a part of
tb.i~ Proposal, we ",;11 pay yo~ in immediately 3\'ailable federal reserve ,funds 5 tv~:: /C-fll/' C" ~
IV.,-..e R>.-.....{)..-t:oI') S" ''l ~ f-c;.... /' ('-1-/0 L J ..?->1 <J tv...,~ .t.{.y DCf( C J.- f' ~ ;tc.o Dollars
(S '7 9eo Lj ID (/ O. <.)0 ) (not less than 57,947,800), plus accrued interest to the date of delivcry of the
, . J. . . .. I. . . .,
"~ene~,lv994A.,BoDqs.,.;,..'l '\\:~,t.,' ,-0;,;'(.... ,,<... ,;~ .".",',.~..,1 'fI \'i''...:-' r'!l\~ ~~t'.ff! t:
:...~ .... !, '.. '" t '.. ,. ~ t" . ~" ) .. .. '. .'~, " ..... ._.
. ,,:~.. .... We~do ~r do not \';sh to have the Series 1994A ~oDds i.nsw;.ed. \Ve understand that the Series
'1994A Bonds "'ill<be insured by- MUrUcipal, Bo'nd Investors Assurance Corp6ration C:MBrA) if insur~~e is
. ...' .. , . ...... "" ,: ~ .".. , .' ~ ,. .. ' ~ ft.' ..
designated. " " . ' :."'. ~ ':'" , . . J'" ~, .
~. ~ ";11;
.'
The Series 1%l4Ac. Bonds shall bear"intcrest at the rates and shall be reoffered at prices or yields
. ' , .', .
specified below.
Principal Interest Price Principal Interest Price
M aturitv Amount* Rate or Yield I'vf 3 tu.ri tv Amount* Rate or Yield
2014 54D,OOO ~.cJO IOO,Cl() 2020 no,ooo ~ 100 2 )', 00
-
2015 570,000 (6' GO l~o,oo 2021 815,000 c;,IIO ~ 9, ~-o
2016 605,000 C .. 00 I 00 , dO 2022 865,000 & 1/0 ]'9. .l-U
2017 645,000 &, dc) 99 I 7 f" 2023 920,000 (nlIV t:.2:..Ld
2018 680,000 v. ClO 9' '(. ::'-0 2.024 975,000 (P,ll,) S '). JQ
2019 725,000 (;.. 00 (/9 . ~S-
Term Bonds OPtion. The interest rate or reoffering price or )ield for any Term Bonds shall be
. inclicated in the table above only in the year of final maturity. The annual Principal Amounts so indicated shall
be applied for the mandatory retirement of one or more Term Bonds maturing in the years and amounts and
bearing interest as follows:
s 1,11r,C>oo
, ,
s 3 51 S"',OUO
1 '
Term Bonds maturing on September 1,~ 0 l6at ~ .CO % per annum to yielcG, dD% per annum.
Term Bonds macuring on September l,;JG~l/ at ro'/6% per annum to )ieldb. IJ~ per annum.
i
!~
',:
~
"
~
~
]
s
'---
Term Bonds maturing on September 1, _ at _% per annum to yield _ % per annum.
s
Term Bonds rnatUIlng on September 1,_ at _% per annum to jield _% per annum.
s
Term Bonds maturing on September 1, _ at _% per annum to )ield _% per annum.
· Preliminary subject to change :J.S stated in Official Notice of Sale.
* , ' '" '., '.. " :, I. ,.,'"
\Ve \\ill accept delivery of said Series 1994A Bonds at New York, New York, 00. or about September
~, 1994, unless another date or place shall be mutually agreed upon., it being understood that the City shall
furnish [0 us, free of charge at tbe time of delivery of said Series 1994A Bonds, the opinion of Bryant, !\1iller
and Olive, P A., Bond Counsel, Tallahassee. Florida, apprmi.ng the validity thereof.
In accordance \\lth tbe Official Notice of Bond Sale, we enclose herewith either (i) a Cashier's or
Certilied Check for S81,100 payable 10 tbe order of Ibe City of Clearwater, Florida, to be returned to the
undersigned upon the award of said Series 1994A Bonds provided this Proposal is not accepted, or (ii) provided
for a FinanciaJ Surety Bond in accordance with the Official Notice of Sale. The amount of the check of the
v.i.nning bidder is to be retained and cashed by the City until the delivery of said Series 1994A Bonds and
payment therefor, and to be applied to the payment of the Series 1994A Bonds or to be retained as and for
liquidated damages in case of tbe failure of the undersigned to make pa)1Uent as agreed.
,.
.\
This proposal is not subject to any conditions not expressly stated herein or in the annexed Official
Notice of Bond Sale. Receipt of the Preliminary Official Statement relating to these Series 1994A Bonds is
hereby acknowledged. The names of the underwriters or members of the account or joint bidding accounts, if
any, who are associated for the purpose of this Proposal are listed either below or on a separate sheet attached
hereto. .
By:ft 535
'.
~
.,
"
:~:
:.,
,
)j
State Zip
(401) 338-1450
Telephone Number
The follo\\wg is our computation made in accordance 'with the Official Notice of Bond Sale of the true
interest cost to the Ciry of Clearwater, Florida, u.nder terms of our Proposal for Series 1994A Bonds, which is
for informational purposes only and is subject to verification prior to award:
Par Amount
s J, { 10, C 00, 00
s 3 {" ~s-: 00
S I G9, 9 S[", Do
S 1/ tro tf1 0:1.0. Co
$ sdi 000, <:'0
$ "', ~o, J Or1.o, co
$ 3~ I ') r... ) r L y
~ fd.'iS-;x, %
Less Original Issue Discount
Less Undef\\Titer's Discount
Amount Bid Before Accrued Interest
Less Bond Insurance Premium (if applicable)
Bid
'r.;
'1
11<
t?;
1
~
f
i
"
Accrued Interest
True Interest Cost Rate (To September 28, 1994
and IIlclusive of Insurance Premium costs, if any)
f
\'
j
:
f
2
, " ,": ..," . ".' ,':.-,.' '.:, .',':":' :".,'. ':.:. '. ':'. <. .:'...,~,.,;" :.,' "':. " ,,"',', ...,:..: .',,'. :..'., .. ,'-::,:: :,':',...
5M, ~ I f&cr{)€.L)
PRO POSAL FO R
$8,110,000=-
CITY OF CLEAR\VATER., FLORIDA
GAS SYSTEM REVENUE BONDS, SERIES 1994A
Commission Chambers
City Hall
112 South Osceola Avenue
Clearwater, Florida 34616
Ladies and Gentlemen:
For the City of Clearwater, Florida, Gas System Revenue Bonds, Series 1994A (the "Series 1994A
Bonds"), dated September I, 1994 and maturing on September 1, 2014 through September 1, 2024, in the
principal amount of S8,110,000, described in the Official Notice of Bond Sale, ~hich is hereby mjlde a parl of
this Proposal, \'e ill PtlX you in)mmc iately 3\'ailabl federal re rye f1JDds. I.". ~
() Dollars
(S ~ }not I~ss t~an $7,917,800), p]~ accr~ed ~ ter st to ~e da~e of .d~li\~ery f the. '10/
Series 1994A Bonds. ~ 7Jt~ -r~~) ~ ~ {f. of litO
( -1 g, 0 111 ~8'~. 70
We do..[ or do not v.isli to have the Series 1994A Bonds insured. We understand that the Series
1994A Bonds \(;llbe insured by I\-1urucipal Bond Investors i\..ssurance Corporation (:M:BIA) if insurance is
designated.
The Series 1994A Bonds shall bear interest at tbe rates and shall be reoffered at prices or yields
specified below.
Principal Interest Price Principal Interest Price
MatuTitv Amount* Rate or Yield Maturity Amount* Rate or Yield
2014 540,000 ,. 00 16Q 2020 770,000 G;,.IO "''1.~ ~
u.
2015 570,000 (... () 0 qq,So 2021 815,000 (0.10 '1'1.0 D
2016 605,000 (fJ GO Q'l.7, c) 2022 865,000 to .2.-0 t Q(:)
2017 645,000 (e. I 0 loa 2023 9">..0,000 (o.~'O ~
2018 680,000 (p.IO .:1ill 2024 975,000 Cr . J..O fOC
2019 725,000 Co .to q,\SO
Term Bonds Option. The interest rate or reoffering price or yield for any Term Bonds shall be
indicated in the table above only in the year of final maturiry. The annual Principal Amounts so indicated shall
be applied for the mandatory retirement of one or IDore Term Bonds maturing in the years and amounts and
bearing interest as foUows:
s
Term Bonds maturing on September 1, _ at _ % per annum to yield _ % per annum.
S
Term Bonds maturing on September 1, _ at _ % per annum to )ield _ % per annum.
s
T errn Bonds maturing on September 1, _ at _ % per annum to yield _ % per annum.
$
Term Bonds maturing on September 1, _ at _ % per annum to yield _ % per annum.
$
Term Bonds !TI3turing on September 1, at % per annum to yield % per annum.
-- -
.. Preliminary subject to change :lS stated in Official Notice of Sale.
'. . ..', "... " . ':, ': ". " . '. .", " . '.', , ,', ; ',' '. ' " . ,~' ,.':'." ' " " .' . ' , ' '. ,.::,,',' < .. ,', ~' .
, . f I ',.j " . I ,'. . " . .', . . ~ .." '" I .
\Ve \\ill accept delivery of said Series 1994A Bonds at New York, New York, on or about September
28, 1994, unless another date or place sbaU be mutually agreed upon., it being understood that the City shall
fUrIush to us, free of charge at the time of dclh'cry of said Series 1994A Bonds, the opinion of BI)'ant, Miller
and Olive, P .A., Bond Counsel, Tallahassee, Florida, appro....ing the validity thereof.
In accordance \\;th the Official Notice of Bond Sale, we enclose hcrev.ith either (i) a Cashier's or
Certified Check for 581,100 payable to the order of the City of Clearwater, Florida, to be returned to the
undersigned upon tbe award of said Series 1994A Bonds prO\ided this Proposal is not accepted, or (ii) provided
for a Financial Surety Bond in accordance \~ith the Official Notice of Sale. The amount of the check of the
winning bidder is to be ret3ined and cashed by tbe City until the delivery of said Series 1994A Bonds and
payment lberefof, and to be applied to the payment of the Series 1994A Boods or to be retained as and for
liquidated dam ages in case of the failure of the undersigned to make payment as agreed.
This proposal is not subject to any conditions not ex 'Pressly Slated herein or in the annexed Official
Notice of Bond Sale, Receipt of the Preliminary Official Statement relating to these Series 1994A Bonds is
hereby acknowledged. The names of the underwriters or members of the account 0(" joint bidding accounts, if
any, \\-'ho are associated for the purpose of this Proposal are listed either below or on a separate sheet attached
hereto.
','
B~ Smith Barney. Inc.
100 North T~m~a St. Suite 3000
. Address
Sue Ann Corrigan, Vp
Tampa
Ciry
FL
State
33602
Zip
)WL~nriM0VP
813-229-2277
Telephone Number
The foIlO\\--ing is OUf com putalioo made in accordance with the Orucial Notice of Bood Sale of the true
interest cost to the City of Clearwater, Florida, under terms of our Proposal for Series 1994A Bonds, which is
for informational purposes only and is subject to verificatioo prior to award:
Bid
s " II O. 000
s l~ ,&.37, ~o
s &9,q7;;~ liD
sJ, or1, 3~".1 0
s 5~ 000
s 1, q 55" J 5~(,.1 0
s 37tl~f.~3
Par Amoullt
Less Original Issue Discount
Less Underwriter's Discount
Amount Bid Before Accrued Interest
Less Bond Insurance Premium (if applicable)
Accrued Interest
True Interest Cost Rate (To September 28, 1994
and Inclusive of Insurance Premium costs, if any)
(;.2.cP'7'-(33%
2
EXHIBIT B
PRELIMINARY OFFICIAL STATEMENT
"
I
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.0 (0
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PHELlM IN,\H.Y OFF l( '1M. ~;'I'Sn:;\lE NT 1),\'11<:0 :\lJ( a iST 2!l. I !l!il
NEW ISSUE HlltinJrs: (See "Ratings" herein)
III the opillioT/ of BOl/d COllTl.'wI1l11th'1' n';S/ITI~ Iw/'s, 1'I-gU/Cl/;Ol/S ontl judicio/ t!('l'is;(lns iT//err's/ OT/ the Sail's J!m4A HOlld.c.: is f'xc/udi!d
from Rr().~s i,/(:ol/II' (or J1urpos('s of li'cleml inl'(lI/w IUXI1/io/l III/(I Ihl' Sl!ri/'.<; nm,'lA 1101/(/8 arl! ('Xi'Tllpl/;"(l1/1 all preSl'llt iI/taT/Rib/I' personal
pm/w1'ty laXI'R ;fIl!1(/Hi.r/ I'lIrs/I(11/1 10 (,hn/,tl'r m.l}, F/IJrid" .c..,'la//ltf'H, .'-ie.-_ hUH'I"'I!" "'['IIX Rn~1//pl;oll" "el"l';"/(lr (( descr;ptioTl of certain federal
minimum ((lid ot"er ,<;pl'l'ia/ tax(~s fllnl may u/f<'ct I hI' II/X 11"I'((ITJ1I'1I1 (If', 1I11'1'''8t 011 t hI' Seril!s J !J94A Uor/f/s.
CITY OF CLEARWATER, FLORIDA
$8,110,000*
Gas System Revenue Bonds
Seri es 1994A
Dated: September 1, 1994
Du(~: September 1, as shown below
The Cit.y of C!carwal.N, 1~loridn, Gas SystP!ll 1{(~V('I1tH' Bonds, ~er'i('f'; 1994A (the "SprieR 1!l94A Bonds") will be issued as fully
registered honds in principal denominat.ions of$Ii,OOO or any illll'l~r'al mult.iples thereof. Interps\. on the Series 1994A Bonds is payable
semi-annually, commencing March 1, 1995. and each March 1 and September 1 then~aft.er by check or draft. of First Union Nationnl
Bank of F'loridn, .Jacksonvill(l, Florida, as Paying Agent and nond Hegistrar. mailed to the Hegif-ltered Owner therpof at the addresR
shown on the registr-a\.ion books kept by the Bond Hegistrar on the 15th day of Ow month nex\. preceding each interes\. payment date
(\.he "Record Date"), provided, howevC'\', tha\. at thp. writ tell requcRt of any Hpgistcn'd Owner of n t I('nst. $1,000,000 aggregate principnl
amount of the flcries 1994A Bonds, intfm~sl. may Iw payahlp by wire transfpr to the hanl~ accollnt on file with the Paying Agent on the
applicable Record Dnte, Principal of t.he Spries 199t1A BOllds and redemption premium, if any. will he payable upon presen\.ation and
Rurrender of the Series 1994A Bonds at thf' dPRign<1tcd corporate trust oflice of\.he Paying Agl'nt..
The Series 1994A Bonds are subject to optional Hnd mandatory Rinkin~ fund redemption prior to their stated
maturity under the terms ancl conditions described herein.
The Series 1H94A Bonds ,,,'ill hI' issupd hy t111~ Citr or CleanvatPl', Florida Ohf' "City") to (j) financr the CORt.S of certain additions,
extensions, supplements or replnnmHmts or the l.'xistiilg gas system owned and opera\.~~d by the City (the "SYRt.em") within PineJlas
County, Floridn (\.he "1994A Projec\,"); (ii) make a deposit \.0 the Reserye Account in the Sinking Fund to satisfy the Reserve
Hequirement; and (iii) pay the cost.!'; of is!';unnce of the Seri!'R 19!14A Bonds.
The Series 19!14A Bonds ar!' limited ohligations of the Cit.y, paya"lr Rol('ly from t.he Net Revpnues dprived from the operation of
t.he Syst.em, 3S provided in Ordinance No, fi!)64.94 of' tlw City (t.he "SerieH 1994A O,-dinance") and in Ordinance No. 5118-91 of the
Issuer <the "Original Or'dinanrc''J, as amended and supplemented, on a pnrity wit.h till' CitY'H Gas System Revenue Bonds, Series 1991.,
as herein described, The Series 1994A Bonds and the interest thereon shall not. be and shnll no\. cons\.itute an indebtedness of the City
or of the State of Florida or any political suhdivision thereof within the meaning of any constitutional, statutory, charter provision or
other limitation. and neither the full faith and credit nor tlw taxin~ powers of the flta\.t~ of Florida or the City an~ pledged as security for
the payment of the principal of, n~dempt.ion premium, if' nn~;. or interest on t.he Series 1994A Bonds and no holder or holders of any
flcries l!l94A Bonds shall ever have \.he right, to compel the exercise ufthe ad \'alorem taxing powers of the Ci\.y, or taxation in any form
of any nlll property t.herein t.o pay the SNies 199t1A Bonds or the interest tlwrpon.
The Series 1994A Bonds sha 1\ he on a parity and l';1I1k ('qually. as to liell on and source and spcurity for payment from t.he Net
Revenues and in all otlwr respects, with thp City's ens System Revp.n ue Bonds, Sericf-l 1991,
Should the successful bidder' for the Ser'ies 19H4A Bond elect. to insure the Series 1994A Bonds, payment of the
principal of and interest on the Series 19H4A Bonds will be guaranteed under a policy of municipal bond insurance to be
issued sirnultaneou91y with the d(~livery of the Series 1994A Bonds hy the :Municipal Bond Investors Assurance
Corporation, For a discussion of the terms and provisions of such policy, including the limitations, see "MUNICIPAL
BOND INSURANCE" herein.
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This cover pn~e con\.ain!; certain infonllHtion fin' quick nf('n'n('(~ 0111", I t is not a stllnrnary of tlw isslle, Invcs\.ors must read the
entire Official Staternllnt to ohtain infiwOlation ('s~ent.ial to rnnldng" an in{(Jnned invest.mcnt df'cision,
l\-IATUIUTIES, AMOUNTS, INTEREST HATES, PIUCES, AND YIELD
Maturity
20 }.1
2015
201(;
2017
20lH
2019
2020
2021
2022
202:3
2024
PrinciJllll
Amount
$540,000
fi70,O()1l
fi05,OOO
tWi,OOIl
6HO,OOO
nfl,OOIl
770,000
HI fl,OOO
Hli5,OOO
!nO,OOO
n75,OOO
Price
Yield
Interest
Rate
:-kal(>d ll)ds {'\If Ill.. ~';('r'il"; I :J!Lf/\ !lllnd" wi!1 !lP n"'l'i\I'd :It till' otrlCc of' tht' Finance lJirf.'ctuI', 112 South Oscl'olu AvelluP,
\ '11';1 'W:I\t'r, Flel ida, IIl'til I'c: Il<HI!! (( '11';\1\\ at"l. 1-'101'111;\ tinw' Oll :-~('Pt('nlll"" 11-, J{)I},1. 1'11':1:'1' 1'I'fl'r 10 tlli~ Of1icirtl Noticf' of Salp dated
,\UI:\lsl :~:', 1 ~)!Il whi('h 1)I,It lint':' thl' 1"J!!l,; ;'lId {, 'llditii'll'; fu1' t h" ;:\lhnnsC'ioll {if on;,)',,,; to Pllrc-!wsl' lh,' Sl'ri(~s HI!l.IA Bonds,
Thl' Sef'ips 1 ~H14A Bonds \ViII be offf'l'Pd whcll. as, and if issl1(~d and dclivi'I'ed to the Undenvr-iters, subject to approval of \.he Bryant,
Millt'r alld OliVf', P,A, 'I'allahllsRPf', 1.'ltwilln, Bond Coun!,;pl to thl' City, nnd certain other conditions, Certain I('gal matlers will be passed
on {(If' thl~ City hy it.s Intf'rirn ('it.y AttlJl'flf'Y, Alan Zil11nH't, E~qllir(>, It is l'xp('ct.i'd Ihat thP. Spries 1994A Bonds in defini\.ive form will be
nvnilnhlp {(If df'livpry in Npw York, Nc'\\' Yor'k. Oil or' about SeptprnllPr 2H, 1!l94,
Dat pd: Rpptpl11lll"'. _ ___' I !1!l4
*Prpliminnry. f-lllhjl'l'l to dlllllgt.,
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CITY OF CLEARWATER, FLORIDA
112 South Osceola Avenue
Clearwater, Florida 34616
CITY COMMISSION
Rita J. Garvey, Mayor-commissioner
Sue Berfield, Commissioner
Arthur X. Deegan, Commissioner
Fred Thomas, Commissioner
Richard A. Fitzgerald, Commissioner
CITY OFFICIALS
Elizabeth Deptula, city Manager
Margaret Simmons, CPA, Finance Director
Cynthia E. Goudeau, City Clerk
Charles S. Warrington, Jr., Managing Director &
Executive Officer, Clearwater Gas System
Alan Zi.m.met, Esquire
INTERIM CITY ATTORNEY
BOND COUNSEL
Bryant, Miller and Olive, P.A.
Tallahassee, Florida
;')
FINANCIAL ADVISOR
Raymond James & Associates, Inc.
st. Petersburg, Florida
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" ,'; . ,'., . ". ' ,) ." ': . ," '" ", " .,' . " .':' , '~,:'."',',' . : . ' " ".' , ': ' ' ,', ': ", ' .
No dealer, broker, salesperson or other person has been authorized by the
City or the Underwriters to give any information or to make any representations
other than as contained herein, and, if given or made, such information or
representations must not be relied upon as having been authorized by any of the
foregoing. This Of f icial Statement is not to be construed as a contract with the
purchasers of the Series 1994A Bonds. This Official Statement does not consti-
tute an offer to sellar the solicitation of an offer to buy, nor shall there be
any sale of the Series 1994A Bonds by any person to make such offer, solicitation
or sale. The information set forth herein has been obtained from the City, MBlA,
public documents, records and other sources which are believed to be reliable but
is not guaranteed as to accuracy or completeness by, and is not to be construed
as a representation of the City with respect to information provided by MBIA or
the Underwriters. The information and expressions of opinion stated herein are
subject to change without notice, and neither the delivery of this Official
Statement nor any sale lnade hereunder shall create, under any circumstances, any
implication that there has been no change in the affairs of the City since the
date hereof or the earliest date as of which such information is given.
INTRODuc'rrON
TABLE OF CONTENTS
IN CONNECTION WITH THIS OFFERING, THE UNDERWRITERS MAY OVERALLOT OR EFFECT
TRANSACTIONS THAT STABILIZE OR MAINTAIN THE MARKET PRICE OF THE SERIES 1994A
BONDS AT LEVELS ABOVE THAT WHICH MIGHT OTHERWISE PREVAIL IN THE OPEN MARKET.
SUCH STABILIZING, IF COMMENCED, MAY BE DISCONTINUED AT ANY TIME.
All summaries herein of documents and agreements are qualified in their
entirety by reference to such documents and agreements, and all summaries herein
of the Series 1994A Bonds are qualified in their entirety by reference to the
form thereof included in the aforesaid documents and agreements.
NO REGISTRATION STATEMENT RELATING TO THE SERIES 1994A BONDS HAS BEEN FILED
WITH THE SECURITIES AND EXCHANGE COMMISSION (THE "COMMISSION") OR WITH ANY STATE
SECURITIES COMHISSION. THE SERIES 1994A BONDS HAVE NOT BEEN APPROVED OR
DISAPPROVED BY THE COMMISSION OR ANY STATE SECURITIES COMMISSION, NOR HAS THE
COMMISSION OR ANY STATE SECURITIES COMMISSION PASSED UPON THE ACCURACY OR
ADEQUACY OF THIS OFFICIAL STATEMENT. ANY REPRESENTATION TO THE CONTRARY MAY BE
A CRIMINAL OFFENSE.
Page
1
PURPOSE OF SERIES 1994A BONDS
1
PROJEC'r .
. . . . . .
2
ESTIMATED SOURCES AND USES OF FUNDS
2
DESCRIPTION OF THE SERIES 1994A BONDS . . . . _ . .
General . . . . . . . . .. ......
Negotiability, Registration and Cancellation
Transfer and Exchange . . . . . . . . . . .
Redemption Provisions. ...... ... .
Notice of Redemption . . . . . . . . . . . .
.........
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SOURCE OF PAYMENT AND SECURITY
FOR THE SERIES 1994A BONDS
General . . . . . . .
Reserve Account . . .
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FLOW
OF FUND S . . . . . . . . . . . . . .
Establishment of Funds and Accounts
Priority of Flow of Funds . . . . . . . . .
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. . .
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COVENANTS . . . . . . . . . . . .... . . .
Rate Covenant . . . . . . .... . . .
Additional Parity Obligations . . . . . . .
Operation and Maintenance . .. . . .
Operating Budget .. . . .. .. . .
Annual Audit . . . . . . . . . . . . . . .
No Mortgage or Sale of the System . . . . .
No Free Service . . . . . . .. . . . .
Enforcement of Collections . . . . . . . .
No Competing System . . . . . . . .
Unlawful Connection Prohibited
Amendment of the Ordinance . . . . . .
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. . .
. . .
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THE SYSTEM . . . . . . . . .
Physical Description . . . .
Management . .. ....
Gas Supply . . . . . . .
Rates, Fees and Charges . . .
Service Area . . . . . . . . . .
Clearwater Gas strategic plan
Future proj ects . . . . . . .
Pasco County Territorial Dispute
Manufactured Gas Plant . . .
. . . . . .
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ADDITIONAL PROJECTS . . . .
MUNICIPAL BOND INSURANCE
THE CITY AND PINELLAS COUNTY
COMBINED DEBT SERVICE REQUIREMENTS
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HISTORICAL COVERAGE OF MAXIMUM DEBT SERVICE BY THE SYSTEM NET REVENUES 21
RATINGS . .
LEGALITY
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.............
TAX EXEMPTION
. . .
UNDERWRITING
..............................
ENFORCEABILITY OF REMEDIES
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LITIGATION
... ..........................
GENERAL PURPOSE FINANCIAL STATEMENTS
.......... ......
FINANCIAL ADVISOR . .
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MISCELLANEOUS
AUTHORIZATION OF AND CERTIFICATION
CONCERNING OFFICIAL STATEMENT . . .
...................
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APPENDIX A --
GENERAL INFORMATION RELATING TO THE CITY OF CLEARWATER,
FLORIDA
APPENDIX B --
EXCERPTS FROM THE CITY OF CLEARWATER, FLORIDA GENERAL PURPOSE
FINANCIAL STATEMENTS AND OTHER INFORMATION FOR THE FISCAL YEAR
ENDED SEPTEMBER 30, 1993
SUMMARY OF CERTAIN PROVISIONS OF THE ORDINANCE
APPENDIX C
APPENDIX D
FORM OF BOND COUNSEL OPINION
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APPENDIX E
SPECIMEN BOND INSURANCE POLICY
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.- ';d ... .... · . .... ..... .' .... .. .' .;... .';T ... .. . <.. .
OFFICIAL STATEMENT
...
$8,1.10,000
The City of Clearwater, Florida
Gas system Revenue Bonds, Series 1.994A
INTRODUCTION
The purpose of this Official Statement/ which includes it~ cover page and
certain enclosed Appendices, is to furnish information with respect to the
issuance by the city of Clearwater, Florida (the "City") of its Gas System
Revenue Bonds, Series 1994A (the "Series 1994A Bonds") in the aggregate principal
amount of $8,110,000*.
The Series 1994A Bonds are being issued under the authority of and in full
compliance with the Constitution and laws of the State of Florida, including
Chapter 166, Part II, Florida Statutes, as amended and supplemented, the City
Charter, as amended and supplemented, and other applicable provisions of law.
The Series 1994A Bonds are being issued more specifically pursuant to Ordinance
No. 5118-91 enacted by the city Commission of the city (the "Commission") on
August 15, 1991, which authorized the issuance of Gas System Revenue Bonds,
Series 1991 (the "Original Ordinance"), as supplemented by Ordinance No. 5564-94,
authorizing the issuance of the Series 1994A Bonds duly enacted by the Commission
on August 4, 1994 (the "Series 1994A Ordinance") and as further supplemented by
an award resolution adopted on August 4, 1994 (the "Award Resolution") (the
Original Ordinance, the Award Resolution, and the Series 1994A Ordinance are
collectively referred to as the "Ordinance").
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The series 1994A Bonds are special, limited obligations of the City payable
solely from the Net Revenues derived from the operation of the System, as
provided in the Ordinance on a parity with the City's Gas System Revenue Bonds,
Series 1991, of which $7,680,000 remains outstanding as of september 1,1994 (the
"Series 1991 Bonds"), all as further described under the heading "Additional
Parity Obligations" herein.
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Capitalized terms not otherwise defined in this Official Statement shall
have the same meanings assigned to such terms in the Summary of the Ordinance,
which is set forth in Appendix "C". The description of the Series 1994A Bonds,
the Ordinance, and certain statutory provisions as well as the information from
various reports and statements contained in this Official Statement are not
comprehensive or definitive. All references to such documents, reports and
statements are qualified by the actual content of such documents, reports and
statements, copies of which may be obtained by contacting the Finance Director,
City of Clearwater, Florida, 112 South Osceola Avenue, Clearwater, FL 34616, or
during the offering period of the Series 1994A Bonds from Raymond James &
Associates, Inc., financial advisor to the city.
PURPOSE OF SERIES 1994A BONDS
The Series 1994A Bonds shall be issued by the City to (i) finance the costs
of certain additions, extensions, supplements or replacements of the existing gas
system owned and operated by the City (the "System") within Pinellas County,
Florida (the "1994A Project"); (ii) make a deposit to the Reserve Account in the
~ Preliminary; subject to change.
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PROJECT
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Sinking Fund to satisfy the Reserve Requirement; and (iii) pay the costs of
issuance of the Series 1994A Bonds.
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A portion of the proceeds from the sale of the Series 1994A Bonds will be
utilized by the City for the additions, extensions, supplements or replacements
of the existing gas system (the "System") within Pinellaa County, Florida, for
areas currently serviced by the System (the" 1994A Project"). The estimated cost
of the 1994A Project is $7,010,000 which will be funded [^] from Series 1994A
Bond proceeds.
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The following chart shows the current components for the 1994A Project to
be funded by the Series 1994A Bond proceeds, and the estimated costs of the
components.
Pinellas County Gas Main & Service Extensions
- Commercial and Residential Main and
Service Line Extensions
Main Relocation due to Highway Improvements
and other Public Works Projects
Indian Rocks Loop
Pinellas Vehicles (8) and Computers (7)
Engineering Design Services
Gas Meter Changeout Program
Propane Tanks and Installation
$5,670,000
3,640,000
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890,000
500,000
150,000
200,000
200/000
90/000
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Develop New Gas Markets
- Natural Gas Vehicle Stations/Conversions
and Gas Air Conditioning
- Marketing Vehicles (2) and Computers (3)
1, 340 r 000
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1,300/000
40,000
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Total Net Capital Requirements
for 1994A Project
57,010,000
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ESTIMATED SOURCES AND USES OF FUNDS
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The proceeds to be received from the sale of the Series 1994A Bonds are
expected to be applied as follows:
Sources of Funds
Principal Amount of Series 1994A Bonds
Less Original Issue Discount
Accrued Interest
$
(
Total Sources of Funds
$
Uses of Funds
Deposit to the Construction Fund
Deposit to Interest Account (1)
Deposit to the Reserve Account
Underwriter's Discount
Costs of Issuance (2)
$
Total Uses of Funds
$
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( 1)
(2 )
Accrued interest.
Includes the premium for the Municipal Bond Insurance Policy.
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DESCRIPTION OF THE SERIES 1994A BONDS
General
'l'he Series 1994A Bonds shall be issued in fully registered form in
denominations of $5,000 and integral multiples thereof and shall be dated, shall
bear interest (payable semi-annually on March 1 and September 1 of each year
commencing March 1, 1995) at the rates per annum and shall mature on the dates
and in the amounts, all as set forth on the cover page of this Official
statement.
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Interest on the Series 1994A Bonds will be payable by First Union National
Bank of Florida having its primary corporate trust office in Jacksonville,
Florida, as paying Agent, by check or draft mailed to the registered owner at the
address shown on the registration books of the City maintained by the Paying
Agent, also acting as Registrar, on the fifteenth (15th) day of the month prior
to each Interest Payment Date whether or not such day is a business day ("Record
Date" ), provided that, at the request of any reg istered owner of at least
$1,000,000 in aggregate principal amount of Series 1994A Bonds, interest may be
payable by wire transfer to the bank account number on file with the Paying Agent
as of the applicable Record Date. The principal of and premium, if any, on the
Series 1994A Bonds are payable at maturity or earlier redemption to the
registered owner upon presentation and surrender at the designated corporate
trust office of the Paying Agent.
Negotiability, Registration and Cancellation
At the option of any registered owner of one or more Series 1994A Bonds and
upon surrender at the principal corporate trust office of the Bond Registrar with
a written instrument of t:ransfer satisfactory to the Registrar duly executed by
the registered owner or his or her duly authorized attorney, the series 1994A
Bonds may be exchanged f()r Series 1994A Bonds of the same maturity of any other
authorized denominations.
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The Registrar shall keep books for the registration of the Series 1994A
Bonds and for the registration of transfers of the Series 1994A Bonds as provided
in the Ordinance. The Series 1994A Bonds shall be transferable by the registered
owner thereof in person or by his attorney duly authorized in writing only upon
the registration books of the City kept by the Registrar and only upon surrender
thereof together with a written instrument of transfer satisfactory to the
Registrar duly exectlted by the registered owner or his or her duly authorized
attorney. Upon the transfer of any such Series 1994A Bonds, the City shall issue
in the name of the transferee a new Series 1994A Bond or Series 1994A Bonds.
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The City, the Paying Agent and the Registrar shall deem and treat the
person whose name any Series 1994A Bond shall be registered upon the books kept
by the Registrar as the absolute owner of such Series 1994A Bond, whether such
Series 1994A Bond shall be overdue or not, for the purpose of receiving payment
of, or on account of, the principal of and interest on such Series 1994A Bond as
the same becomes due and for all other purposes. All such payments so made to
any such registered owner or upon his order shall be valid and effectual to
satisfy and discharge the liability upon such Series 1994A Bond to the extent of
the sum or sums so paid, and neither the City, the Paying Agent, nor the
Registrar shall be affected by any notice to the contrary.
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Transfer and Exchange
In all cases in which the privilege of exchanging Series 1994A Bonds or
transferring Series 1994A Bonds is exercised, the City shall execute and the
Registrar shall authenticate and deliver Series 1994A Bonds in accordance with
the provision of the Ordinance. All Series 1994A Bonds surrendered in any such
exchanges or transfers shall forthwith be delivered to the Registrar and canceled
by the Registrar in the manner provided by the Ordinance. There shall be no
charge for any such exchange or transfer of Series 1994A Bonds, but the City or
the Registrar may require payment of a sum sufficient to reimburse them for their
reasonable fees and for any tax or other governmental charge required to be paid
with respect to such exchange or transfer.
Redemption Provisions
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optional Redemption. The Series 1994A Bonds may, at the option of the
City, from any funds legally available for such purpose, be redeemed in whole on
any date on or after September 1, 2002, or in part on any interest payment date
thereafter, in any manner as shall be determined by the City at the redemption
prices (expressed as percentages of the principal amount of such Series 1994A
Bonds to be redeemed) as set forth below if redeemed in the following redemption
periods, plus accrued interest to the redemption date:
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Redemption periods (Both Dates Inclusive)
Redem~tion Price
September I, 2002 through August 31, 2003
september 1, 2003 through August 31, 2004
September 1, 2004 and thereafter
102%
101
100
Mandatory sinking Fund Redemption of the Series 1994A Bonds. The Series
1994A Bonds maturing on September 1, are subject to mandatory sinking fund
redemption by funds deposited in the Bond Amortization Account in the Sinking
Fund prior to maturity in part, by lot at a redemption price equal to their
principal amount and the accrued interest on each September 1 in the years and
amounts set forth below at a redemption price equal to 100% of the unpaid
principal amount of such Series 1994A Bonds being redeemed plus accrued interest
thereon to the date fixed for redemption, without premium:
Year
Principal
Amount
$
*
* Final Maturity
Mandatory Sinking Fund Redemption of the Series 1994A Bonds. The Series
1994A Bonds maturing on September 1, are subject to mandatory sinking fund
redemption by funds deposited in the Bond Amortization Account in the Sinking
Fund prior to maturity in part, by lot at a redemption price equal to their
principal amount and the accrued interest on each september 1 in the years and
amounts set forth below at a redemption price equal to 100% of the unpaid
principal amount of such Series 1994A Bonds being redeemed plus accrued interest
thereon to the date fixed for redemption, without premium:
Year
Principal
Amount
$
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Money held for the credit of the Bond Amortization Account is required to
be applied to the retirement of term obligations as follows:
(1) Subject to the provisions of paragraph (3) below, the City may
purchase Term Bonds then outstanding at the most advantageous price obtainable
with reasonable diligence, ouch price not to exceed the principal of such Term
Bonds plus the accrued Interest to the date of delivery thereof. The City is
required to pay the interest accrued on such Term Bonds to the date of delivery
thereof from the Interest Account and the purchase price from the Bond
Amortization Account, but no such purchase may be made by the City within the
period of 45 days immediately preceding any interest payment date on which Term
Bonds are subject to call for redemption, except from money in excess of the
amounts set aside or deposited for the redemption of ~erm Bonds.
Notice of call for redemption of the Series 1994A Bonds shall be mailed by
first class mail, postage prepaid, by the Registrar at least fifteen (15) days
and not more than thit"ty (30) days, before the date fixed for redemption to all
(a) The Term Bonds of each series of Bonds, to the extent of the
Amortization Insta llment, if any, for such Fiscal Year for the Term Bonds
of each such series then outstanding, plus the applicable premium, if any,
and, if the amount available in such Fiscal Year shall not be sufficient
therefor, then in proportion to the Amortization Installment, if any, for
such Fiscal Year for the Term Bonds of each such series then outstanding,
plus the applicable premium, if any; provided, however, that if the Term
bonds of any such series are not then subject to redemption from money Ln
the Bond Amortization Account and if the City is at any time unable to
exhaust the mon~y applicable to the Term Bonds of such series under the
provisions of this clause or in the purchase of such Term Bonds under the
prov isions of paragraph (1) above, such money or the balance of such
money, as the case may be, must be retained in the Bond Amort ization
Account and, as soon as it is feasible, applied to the Term Bonds of such
series; and
(2) Subject to the provisions of paragraph (3) below, whenever sufficient
money is on deposit in the Bond Amortization Account to redeem $5,000 or more
principal amount of Term Bonds, the City may call for redemption from money in
the Bond 1\mortizatlon Account such amount of 'l'erm Bonds then subject to
redemption as, with the )~edemption premium, if any, will exhaust the money then
held in the Bond Amortization Account as nearly as may be practicable. Prior to
calling Term Bonds for redemption, the City is required to withdraw from the
Interest Account and from the Bond Amortization Account and set aside in separate
accounts or deposit \...ith the paying agents the respective amounts required for
paying the interest on and the principal of and redemption premium applicable to
the Term Bonds so called for redemption.
(3) Money in the Bond Amortization Account is required to be applied by
the City in each fiscal year to the retirement of Term Bonds then outstanding in
the following order:
(b) Any balance then remaining, other than money retained under
the first clause of this paragraph (3), is required to be app1ied to the
retirement of such Term Bonds as the City in its sole discretion
determines, but only, in the case of the redemption of Term Bonds of any
ser ies, in such amounts and on such terms as may be provided in the
resolution or ordinance authorizing the issuance of the obligations of
such series.
The City is required to pay from the Sinking Fund all expenses in
connection with any such purchase or redemption.
Notice of Redemption
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registered owners of the Series 1994A Bonds (or any portions thereof) to be
redeemed, to their addresses as they appear on the registration books for the
Series 1994A Bonds or to such other address as shall be furnished to the
Registrar by such Bondholder. Failure of any registered owner of Series 1994A
Bonds that are to be redeemed to receive such notice of redemption, or any defect
in such notice, shall not affect the validity of the proceedings for such
redemption of any other Series 1994A Bonds.
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When notice of redemption is given, the Series 1994A Bonds called for
redemption will become due and payable on the redemption date at the redemption
price stated in the notice. Interest on any Series 1994A Bonds duly called for
redemption will cease to accrue after the date fixed for redemption if funds
sufficient for payment of the redemption price has been deposited with the Paying
Agent.
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SOURCE OF PA~NT AND SECURITY
FOR THE SERIES 1994A BONDS
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The principal of, redemption premium, if any, and interest on the Series
1994A Bonds are payable from the Net Revenues equally and ratably with each other
and the Series 1991 Bonds. The Series 1994A Bonds and the Series 1991 Bonds are
secured by a first and prior lien on the Net Revenues derived from the operation
of the System deposited in the Sinking Fund created and established under the
Ordinance and from monies and investments depo~ited in certain funds and accounts
established by the Ordinance and earnings thereon.
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The Series 1994A Bonds shall not be and shall not constitute an
indebtedness of the City or the state of Florida or any political subdivision
thereof within the meaning of any Constitutional, statutory, charter or other
limitation of indebtedness, and neither the full faith and credit nor the taxing
power of the City, the State of Florida, or any political subdivision thereof,
are pledged or obligated as security for the payment of the pri.ncipal of,
interest on, or redemption premium, i.f any, with respect to any Series 1994A
Bonds. The holders of the Series 1994A Bonds shall have no ri.ght to compel the
e~ercise of the ad valorem taxing power of the City or taxatLon in any form of
real property therein to pay the Series 1994A Bonds or the interest thereon.
The proceeds of the sale of the Series 1994A Bonds shall be and constitute
trust funds for the purposes provided in the Ordinance and there is a lien upon
such money, until so applied, in favor of the Holders of the Series 1994A Bonds.
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"Net Revenues" is defined in the Ordinance to mean Gross Revenues less the
Cost of Operation and Maintenance. "Gross Revenues" means all monies received
from rates, fees, rentals or other charges or income derived from the investment
of funds, unless otherwise provided in the Ordinance, by the City or accruing to
it in the operation of the System, all calculated in accordance with sound
accounting practice. "Cost of Operation and Maintenance" of the System means all
current expenses, paid or accrued, for the operation, maLntenance and repair of
all facilities of the System, as calculated in accordance with sound accounting
practice and includes, without limiting the generality of the foregoing,
insurance premiums, administrative expenses of the City related solely to the
System, labor, cost of materials and supplies used for current operation and
charges for the accumulation of appropriate reserves for current expenses not
annually recurrent but which are such as may reasonably be expected to be
incurred in accordance with sound accounting practice, but excluding any reserve
for renewals or replacements, for extraordinary repairs or any allowance for
depreciation. The Series 1991 Bonds and the Series 1994A Bonds are further
secured by a prior lien on and pledge of the monies and investments deposited in
the Funds and Accounts establ ished by the Ordinance except for monies and
investments deposited in the operation and Maintenance Fund and the Rebate Fund.
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Reserve Account
A Reserve Account within the Sinking Fund has been established pursuant to
the Ordinance. Within the Reserve Account, there will be established a separate
subaccount for each series of Bonds. Revenues must be applied by the City to
maintain in each subaccount in the Reserve Account a sum equal to the Reserve
Requirement, if any, for any subsequent year on each series of Bonds, which sum
will initially be deposited therein from the proceeds of the sale of the Series
1994A Bonds and other funds of the city. To the extent the City determines
pursuant to a subsequent resolution to fund d subaccount within the Reserve
Account for a respective series of Bonds, the City may provide that the
difference between the amounts on deposit in such subaccount and the Reserve
Requirement for such series of Bonds shall be an amount covered by obtaining bond
insurance issued by a reputable and recognized municipal bond insurer, by a
surety bond, by a letter of credit or any combination thereof or by such other
form of credit enhancement as shall be approved by a resolution of the City
adopted prior to the issuance of the series of Bonds for which such subaccount
is established. Such resolution may also provide for the substitution of such
credit enhancement. For further information concerning the Reserve Account,
please refer to the section entitled "Flow of Funds" contained herein.
Notwithstanding any provision of the Ordinance to the contrary, moneys in
each subaccount in the Reserve Account may be used only for the purpose of the
payment of maturing principal of or interest or making Amortization Installments
on the Bonds for which such subaccount was established when the other moneys in
the Sinking Fund are insufficient therefor, and for no other purpose including
the payment of any other series of Bonds.
FLOW OF FUNDS
Establishment of Funds and Accounts
The following Funds and Accounts have been established pursuant to the
Ord.inance:
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Revenue Fund
Operation and Maintenance Fund
Sinking Fund
Interest Account
Principal Account
Reserve Account
Bond Amortization Account
Renewal and Replacement Fund
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A separate subaccount is required to be maintained in the Reserve Account
for each series of Bonds.
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Priority of Flow of Funds
The entire Gross Revenues, except the income from investments (hereinafter
discussed), derived from the operation of the System must be deposited in the
Revenue Fund. The Revenue Fund constitutes a trust fund for the purpose provided
in the Ordinance, and must be kept separate and distinct from all other funds of
the City and used only for the purposes and in the manner provided in the
Ord.inance.
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All revenues at any time remaining on deposit in the Revenue Fund must be
disposed of on or before the fifteenth (15th) day of each month only in the
following manner and in the following order or priority:
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I. Revenues must first be used to
Maintenance Fund, such sums as are necessary
Maintenance for the next ensuing month.
deposit in the Operation and
for the Cost of Operation and
2. Revenues must next be used for deposit into the Interest Account,
such sums as will be sufficient to pay one-sixth (1/6) of all interest becom~ng
due on the Series 1994A Bonds and the Series 1991 Bonds on the next semi-annual
interest payment date.
3. Revenues must next be used for deposit into the Principal Account,
in any bond year in which a Serial Bond matures, such sums as will be sufficient
to pay one-twelfth (1/12) of the principal maturing on Serial Bonds in such year.
4. Revenues must next be used for deposit into the Bond Amortization
Account in any bond year in which an Amortization Installment is due, such sums
as will be sufficient to pay one-twelfth (1/12) of the Amortization Instal~ment
required to be made in such year. Such payment will be credited to a separate
special account for each series of Term Bonds outstanding, and if there is more
than one stated maturity for Term Bonds of a series, then into a separate special
account in the Bond Amortization Account for each such separate maturity of Term
Bonds. The funds and investments in each such separate account are pledged
solely to the payment of principal of the Term Bonds of the series or maturity
within a ser ies for which it is established and will not be available for
payment, purchase or redemption of Term Bonds of any other series or within a
series, or for transfer to any other account in the Sinking Fund to make up any
deficiencies in required payments therein.
Moneys on deposit in each of the separate special accounts in the Bond
Amortization Account are required to be used for the open market purchase or the
redemption of Term bonds, pursuant to the Ordinance of the series or maturity of
Term Bonds within a series for which such separate special account is established
or may remain in said separate special account and be invested until the stated
date of maturity of the Term Bonds.
The required deposits to the Principal Account, Interest Account and Bond
Amortization Account are required to be adjusted in order to take into account
the amount of money currently on deposit therein.
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5. Revenues must next be applied by the City to maintain in each
subaccount in the Reserve Account a sum equal to the Reserve Requirement, if any,
for any subsequent year on each series of Bonds, which sum will initial~y be
deposited therein from the proceeds of the sale of the Series 1994A Bonds and
other funds of the City. To the extent the City determines pursuant to a
subsequent resolution to fund a subaccount within the Reserve Account for a
respective series of Bonds, the City may provide that the difference between the
amounts on deposit in such subaccount and the Reserve Requirement for such series
of Bonds shall be an amount covered by obtaining bond insurance issued by a
reputable and recognized municipal bond insurer, by a surety bond, by a letter
of credit or any combination thereof or by such other form of credit enhancement
as shall be approved by a resolution of the City adopted prior to the issuance
of the series of Bonds for which such subaccount is established. Such resolution
may also provide for the substi tut ion of such credit enhancement. Bond
insurance, a surety bond, a letter of credit or any combination thereof or such
other form of credit enhancement may in the future be deposited in the subaccount
in the Reserve Account for the Ser ies 1994A Bonds as may be approved by
subsequent resolution of the City, provided that the provider of such credit
enhancement is then rated in one of the two highest rating categories (without
regard to gradation) by Standard & Poor's Corporation and Moody's Investors
Service, Inc.
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Any withdrawals from any subaccount in the Reserve Account are required to
be subsequently restored from the first moneys available in the Revenue Fund on
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a pro rata basis as to all subaccounts in the Reserve Account after all required
current payments for the Operation and Maintenance Fund and Sinking Fund
(including all deficiencies in prior payments to those Funds) have been made in
full.
Notwithstanding any provision of the Ordinance to the contrary, moneys in
each subaccount in the Reserve Account may be used only for the purpose of the
payment of maturing principal of or interest or making Amortization Installments
on the Bonds for which such subaccount was established when the other moneys in
the Sinking Fund are insufficient therefor, and for no other purpose including
the payment of any other series of Bonds.
In the event of the refunding of any series of Bonds, the City may wit~1draw
from the subaccount within the Reserve Account for such series of Bonds, all or
any portion of the amounts accumulated therein with respect to the Bonds being
refunded and deposit such amounts as required by the resolution authorizing the
refunding of such series of Bonds.
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6. The city must next deposit into the Renewal and Replacement Fund an
amount equal to one-twelfth (1/12) of an amount equal to 5% of prior year's Gross
Revenues; provided, however, that so long as there shall be on deposit in such
Renewal and Replacement Fund a balance of at least $300,000, no additional
deposits in such Fund are required. The moneys in the Renewal and Replacement
Fund may be used only for the purpose of paying the cost of extensions,
enlargements or additions to, or the replacement of capital assets of the System
and emergency repairs thereto. Such moneys on deposit in such Fund are also
required to be used to supplement the Reserve Account if necessary, in order to
prevent a default in the payment of the principal or Amortization Installments
of and interest on the Bonds.
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7. The balance of any moneys remaining in the Revenue Fund after the
above required payments have been made may be used by the City for any lawful
purpose.
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8. The Operation and Maintenance Fund, the Sinking Fund, the Renewal and
Replacement Fund, the Revenue Fund, and all accounts therein and any other
special funds established and created under the Ordinance constitute trust funds
for the purposes prov ided herein for such funds. All such funds shall be
continuously secured in the same manner as City deposits are authorized to be
secured by the laws of the State of Florida.
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COVENANTS
Rate Covenant
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In and by the Ordinance, the City h3s covenanted that it will fix,
establish, revise from time to time whenever necessary, maintain and collect
always, such fees, rates, rentals and other charges for the use of the product,
services and facilities of the System which will always provide Revenues in each
year sufficient to pay, and out of such funds pay, 100% of the Cost of Operation
and Maintenance of the System in such year and all reserve and other payments
provided for in the Ordinance and 125% of the Bond Service Requirement due in
such year on all outstanding Bonds. The City has covenanted that such rates,
fees, rentals, or other charges shall not be reduced so as to be insufficient to
provide Revenues for such purposes.
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Additional Parity Obligations
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Additional Parity Obligations, payable on a parity from Net Revenues of the
System with the Series 1994A Bonds, may be issued after the issuance of the
Series 1994A Bonds, for construction and acquisition of additions, extensions and
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improvements to the System or for refunding purposes and upon the following
conditions:
1. The Net Revenues derived or which would have been derived, if
adjusted as set forth below, from the System, either during the immediately
preceding Fiscal Year, during any twelve (12) consecutive calendar months of the
eighteen (18) calendar months immediately preceding the sale of the proposed
Additional Parity Obligations or during the last twelve (12) month period for
which the City has audited financial statements for the System, at the option of
the City, shall have been not less than 125% of the Maximum Bond Ser.vice
Requirement which will become due in any calendar year thereafter on (a) the
Series 1994A Bonds then outstanding, (b) any Additional parity Obligations iSBued
and then outstanding (including the Series 1991 Bonds), and (c) the Additional
Parity Obligations then proposed to be issued.
In determining the amount of Net Revenues for the purposes of paragraph (1)
above, the Consulting Engineers may adjust the Net Revenues by adding thereto the
following:
a. The Net Revenues (computed for such utility on the same basis
as net revenues are computed for the System) of any gas utility which the
City shall have acquired prior to the issuance of such Additional parity
Obligations or which the City shall be acquiring from proceeds of such
Additional Parity Obligations; and
b. In the event a change has been made in the rate schedules for
services from the System prior to the issuance of the proposed Additional
Parity Obligations for a part of such 12 month period referred to in (1)
above, and such change has resulted in an increase in Net Revenues, such
amount of additional Net Revenues which the consulting Engineers estimated
would have been received by the City during such 12 month period if such
change in such rate schedule had been in effect during the entire 12 month
period; and in the event a change has been made in the rate schedules for
services from the System prior to the issuance of the proposed Additional
Parity Obligations for a part of such l2 month period referred to in (1)
above, and such change has resulted in a decrease in Net Revenues, by
subtracting therefrom such amount of the Net Revenues which the Consulting
Engineers estimate would not have been received by the City during such 12
month period referred to in (1) above, if such change in such rate
schedule had beep in effect during the entire 12 month period.
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2. Each resolution or ordinance authorizing the issuance of Additional
Parity Obligations \-Jill rec ite that all of the covenants contained in the
Ordinance will be applicable to such Additional Parity obligations.
3. The City shall not be in default in performing any of the covenants
and obligations of the Ordinance, if all payments required to have been made into
the accounts and funds, as provided in the Ordinance, shall have been made to the
full extent required.
The City currently has outstanding its Gas System Revenue Bonds, Series
1991 of which $7,680,000 remains outstanding as of September 1, 1994. The city
also currently expects to issue Additional Parity Obligations totalling
approximately $26,750,000 over the course of the next six years.
Operation and Maintenance
The City coverlants it will mai.ntain the System and all parts thereof in
good condition and will operate the same in an efficient and economical manner
making such expenditures for equipment and for renewals, repairs and replacements
as may be proper for the economical operation and maintenance thereof.
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Operating Budget
The City covenants to annually prepare and adopt prior to the beginning of
each of its Fiscal Years, a detailed budget or budgets of the estimated
expenditures for the operation and maintenance of the System during such next
succeeding Fiscal Year.
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Annual Audit
At least once a year, within six months after the close of its Fiscal Year,
the City covenants to cause the books, records and accounts relating to the
System to be properly audited by a recognized independent firm of certified
public accountants.
No Mortgage or Sale of the system
The City has covenanted not to sell, lease, mortgage, pledge or otherwise
encumber the System, or any substantial part thereof, or any revenues to be
derived therefrom, except as described below.
Notwithstanding the foregoing, the city has reserved the right to sell,
lease or othervJise dispose of any of the property comprising a part of the System
which the city hereafter determines, in the manner provided in the Ordinance, to
be no longer necessary, useful or profitable in the operation of the System.
Prior to any such sale, lease or other disposition of said property, if the
amount to be received therefor is not in excess of $50,000, the City Manager of
the I ssuer or other duly authorized off icer in charge thereof is required to make
a finding in writing determining that such property comprising a part of the
System is no longer necessary, useful or profitable in the operation thereof.
If the amount to be received from such sale, lease or other disposition of
said property is in excess of $50,000 but not in excess of $100,000 such City
Manager or other officer is required to first make a finding in writing
determining that such property comprising a part of the System is no longer
necessary/ useful or profitable in the operation thereof, and the governing body
of the Issuer must, by resolution or ordinance duly adopted, approve and concur
in the finding of such city Manager or other officer, and authorize such sale,
lease or other disposition of said property.
If the amount to be received from such sale, lease or other disposition of
said property is in excess of $100,000 but not in excess of 10% of the value of
fixed assets of the System according to the most recent annual audit report, such
City Manager or other officer must first make a finding in writing determining
that such property comprising a part of the System is no longer necessary, useful
or profitable in the operation thereof, and the Consulting Engineer must make a
finding that it is in the best interest of the System that such property be
disposed of, and the governing body of the city must by resolution or ordinance,
duly adopted, approve and concur in the findings of such City Manager or other
officer and of the Consulting Engineer, and authorize such sale, lease or other
disposition of said property.
Anything in this section to the contrary notwithstanding, nothing restricts
the governing body of the city or, to the extent such authority has been vested
in the City Manager by SUCll governing body, the City Manager in exercising
discretion, from authorizing the sale or other disposition of any of the property
comprising a part of the System, if the Consulting Engineer certifies that the
Net Revenues of the System \vill not be materially adversely affected by reason
of such sale or ,disposition.
Such proceeds must be placed in the Renewal and Replacement Fund or used
for the retirement of outstanding Series 1994A Bonds or Additional parity Obliga-
tions, in such proportions to be determined by the governing body of the City
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upon the recommendations of the City Manager. The payment of such proceeds into
the Renewal and Replacement Fund do not reduce the amounts required to be paid
into such Fund by other provisions of the Ordinance.
Anything in this section to the contrary notwithstanding, nothing prohibits
the City from transferring ownership of the system to another governmental entity
in accordance with the Ordinance without complying with the provisions described
in this section.
No Free Servi.ce
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The city has covenanted not to render or cause to be rendered any free
services, except to the extent that certain marketing and sales programs may
involve incentives to the customer with such resulting expenses paid for by
appropriate marketing and sales expense funds of the System. Nor will any
preferential rates be established for users of the same class, except that the
City commission has authorized by ordinance the use of discounted gas service
rates to avoid the loss of a customer who has decided to convert to a lower cost
alternate energy source. Whenever the City, including its departments, agencies
and instrumentalities, shall avail itself of the product, facilities or services
provided by the System, or any part thereof, the same rates, fees or charges
applicable to other customers receiving like serv ices under similar circumstances
shall be charged to the City and any such department, agency or instrumentality.
Such charges shall be paid as they accrue, and the city is required to transfer
from its general funds to the Gas Revenue Fund sufficient sums to pay such
charges. The revenues so received will be deemed to be Revenues derived from the
operation of the System, and be deposited and accounted for in the same manner
as other Gas Revenues derived from a similar operation.
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Enforcement of Collections
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The City has covenanted to enforce and collect the rates, fees and other
charges for the services and facilities of the System herein pledged; to take all
steps, actions and proceedings for the enforcement and collection of such rates,
charges and fees as shall become delinquent to the full extent permitted or
authorized by law; and to maintain accurate records with respect thereof. All
such fees, rates, charges and revenues pledged pursuant to the Ordinance will,
as collected, be held in trust to be applied as provided in the Ordinance.
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The City will, under reasonable rules and regulations, to the full extent
permitted by law, shut off the connection of any users of the System for non-
payment of fees, rentals and other charges for the services of the System and
will not furnish him or permit him to receive from the System further service
until all obligations owed by him to the City on account of services have been
paid in full.
No Competing System
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To the full extent permitted by law, the City has covenanted not to
hereafter grant, or cause, consent to, or allow the granting of, any franchise
or permit to any person, for the furnishing of competing gas services to or
within the boundaries of the service area of the City; provided, however, that
if the Gas System Manager renders an opinion that it would not be feasible for
the City to provide such services to any specific area within the three years
succeeding a request to provide such service, the City may authorize or allow 'the
granting of such franchise or permit for such area upon such terms and conditions
as it may approve.
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Unlawful Connection Prohibited
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The City has enacted an ordinance making it unlawful for any person or
persons to tamper with, change or make any connection with the System without the
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written consent of the City, or to make any reconnect ion with the System when
service has been discontinued for delinquent charges, until such delinquent
charges have been paid in full, including interest, reasonable penalties and
reconnect ion charges. The City will diligently, to the full extent permitted by
law, enforce this covenallt nnd prosecute any person violating the provisions of
this covenant or any penal ordinance relating to the same.
Amendment of the Ordinance
In the Ordinance, the City has reserved the right to amend or supplement
the Ordinance for certain purpos8s without the consent of Bondholders if the
amendment or supplement does not adversely affect the rights of Bondholders.
Otherwise, no material modification or amendment of the Ordinance may be made
without the consent in writing of a majority of the Bondholders of the principal
amount of the Series 1994A Bonds of each Series so affected and then outstanding;
provided, however, that no modification or amendment may permit a change in the
maturi ty of such Series 1994A Bonds or a reduction in the rate of interest
thereon or in the amount of the principal obligation thereof or affecting the
promise of the City to pay the principal of and interest on the Series 1994A
Bonds as the same become Utle from the Net Revenues of the System or reduce the
percentage of the Bondholders required to consent to any material modification
or amendment of the Ordinance without the consent of the Bondholders of all such
obligations. For purposes of this paragraph, to the extent that any Series 1994A
Bonds are secured by a Credit Facility and such Series 1994A Bonds are then rated
in one of the two highest rating categories (without regard to gradation) by
either Standard & Poor's Corporation or Moody's Investors Service, Inc., or
successors and assigns, then the consent of the Credit Facility issuer will be
deemed to constitute the consent of the Bondholders and in such case no consent
of the Bondholders is required.
THE SYSTEM
Physica~ Description
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'l'he Clearwater Gas System (the "System") began operations in the mid-1920's
with the production, distribution and sale of manufactured gas. The System was
converted to natural gas in 1959 when Florida Gas Transmission (FGT) extended
pipelines into Florida. The System also provides propane (LP) service in areas
where natural gas mains have not yet been exterlded. In addition to serving the
City of Clearwater, the System has expanded into, and has franchise agreements
with, the cities of Belleair, Belleair Beach, Be1lcair Bluffs, Dunedin, Indian
Rocks Beach, Largo, Oldsmar, Safety Harbor, and Tarpon Springs. The System also
services the unincorporated area between these cities. The franchise agreements
expire respectively in 2020, 2002, 2020, 2018, 2001, 2014, 2001 and 2013, which
in some instances is prior to the maturity of the Series 1994A Bonds. It is
anticipated that such franchise agreements tvill be renewed upon their expiration;
however r there is no assurance of such renewals. Each franchise agreement
authorizes the respective municipality to terminate the franchise agreement in
the event the City fails to furnish gas for a period of 72 hours as required by
the agreement for cause3 \..;ithin the control of the City. In addition, the
franchise agreements with Dunedin, Belleair Bluffs, Largo and Safety Harbor
authorize the municipality to purchase from the City the property used with
respect to each franchise at the expiration of the franchise. The franchise
agreements with Oldsmar and Tarpon Springs authorize Oldsmar and Tarpon Springs
to purchase such propert:y during the term of the franchise as well as at
expiration. The System currently serves 12,010 customers and has 483 miles of
gas main as of June, 1994. According to a survey conducted by Pipeline & Gas
Journal dated September, 1993, the System ranked as the third largest municipal
nat\lral gas system in Florida and the 39th largest in the United states.
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Management
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The City has a Commission-Manager form of municipal government. The Mayor-
Co~nisBioner and Commissioners are elected by the City's voters on an at-large
basis. A.lI have voting power at Commission meetings which are chaired by the
Mayor-Commi.ssioner. The City commission appoints the City Manager and the city
Manager is responsible for appointing all officers and employees in the
administrative service of the City, including the Managing Director & Executive
Officer of the Clearwater Gas System.
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'rhe Clearwater Gas System is administered by the Gas System Manag ing
Director & Executive Off icer who reports directly to the City Manager. The
System is one of six utilities (Water, Sewer, Gas, Solid Waste, Recycling, and
Stormwater) billed on a consolidated basis by the Clearwater utility Customer
Service.
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Charles S. Warrington, Jr. currently serves as Managing Director &
Executive Officer of the clearwater Gas System and reports directly to the City
Manager. He received his Bachelor of Electrical Engineering degree from the
Georgia Institute of Technology in 1971 and is a 1982 graduate of the University
of Michigan Public Utility Executive Program. He has been a registered
Professional Engineer in the State of Florida since 1976.
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Prior to joining the City of Clearwater in February 1992, Mr. Warrington
served as Director of Customer Services for Florida Power & Light Company (FPL),
the largest electric utility in the State of Florida. Mr. Warrington was
responsible for corporate-wide custolner service policies, procedures, systems,
training and regulatory interface. Prior to this position, he had served as a
District General Manager for two (2) of the largest FPL districts (Miami and
Coral Gables). In total, Mr. Warrington has 23 years of public utility
experience of increasing responsibility.
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Mr. Warrington currently serves on the Board of Directors of the Florida
Natural Gas Association, serves on the Board of Directors and as Secretary to the
Municipa1 Gas Authority of Florida, serves as Vice President of the Florida
Municipa1 Natural Gas Association, and serves on the Board of Directors and as
Vice President of the Florida Engineering Society - Pinellas Chapter.
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Terry Neenan has served as Assistant Director of CGS/Gas Supply &
Operations since February, 1994. Prior to that he served as Gas Superintendent
from 1986 until 1994, Assistant Superintendent from 1982 to 1986, Service
supervisor from 1979 to 1982, and utilities serviceman from 1968 to 1982 all with
the Clearwater: Gas System. He holds a Master Gas Contractor l,icense with
pinellas County, a Natural Gas Specialty Contractor License with the Pinellas
County Construction Licensing Board, a 601 LP License from the Department of
Agriculture, and holds other licenses and certificates related to natural and LP
gas. Mr. Neenan set"ves as qual if ier for the Clearwater Gas System both in
Pinellas and Pasco Counties. Mr. Neenan attended st. Petersburg Junior College
and the Flor ida Gas 1'ransmi ss ion School in Sanford. He has served as a
Secretary, Treasurer, Vice Chairman and Chairman of the Operating Section of the
Florida Natural Gas Association. He has also served two years as Secretary to
the Florida Municipal Natural Gas Association.
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James M. Lewin, Sr. has served as Assistant Director of CGs/Gas Marketing
& Planning since April 1994. Prior to that, he served as Assistant
Superintendent from 1986 to 1994, Gas Supervisor from 1977 to 1986, and as a
Distribution Serviceman from 1974 to 1977, all with the Clearwater Gas System.
Mr. Lewin also holds a Natural Gas Specialty Contractor License with the Pinellas
County Construction Licensing Board, a 601 LP License from the Department of
Agriculture, and holds other licenses and certificates related to natural gas.
He is three (3) credit hours from completing an Associate of Arts Degree in
Business AdminisLratioll from the St. Petersburg Junior College.
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Gas Supply
The City purchases ita supply of natural gaB from the citrus Industrial
Sales Company, Inc. The preoont supply of gas is baued on service agreements
between the city, the l>1un.lcipal GaD Authority of Florida (MGAF), citrus
Industr ial Sales, and Fl01: idil Gas 'fril,nmniBHion Company (E'GT). On August 1, 1990/
the Federal Energy Hegulat:oey C'ommiGoion (FERC) deregulated tho natural gas
pipeline induGtry. Thin illlowo other natural gan suppliers and local
distribution companicl:l, 1. ike the CleaI:'water GaB System to transport gas over }i'G'f
pipelines as oppoBed to purchauing natural gas BUPP1.y from only FGT.
peT at the presen t time is equa lly owned by En rOil corpol'at ion and Sana t,
Inc. Enron corporation through its nubsidiaries oporatcB or has interest in
approximate ly 37,000 mi 1(~8 of t ranspartat ion pipel ineo f rain 'fexas to the Canadian
border and from California to Flori.da. Sonat:, Inc. owns and has interest in
natural gas tranaportat ion fac il it ieo that prov ide Dorv ice in the statea of
Florida, Georgia, Alabama, South Carolina, 'renneosco, MLsaisaippi, and Texao as
well as the t"cclo Lal ot f ohore DomCl in in and i)J'OU nc1 tho state of Louisiana.
FGT is const ruct ,\. nq an .:1dcHt:. 10na 1. gao pipel i no a10ng the "",eot coast of
Florida called Phase III, which will increaoc the supplieD of gas available to
the System. The System has entered into Phase III transportation agreements with
FGT for an addit,ional 1,7t31. HMBtu '~3 to be delivered during the summer and 1,348
MMBtu's delivered in the \"illtC~L PhaGe III if:; projected to be in service by the
end of December 199'1. phase 1 II wiL 1 Lncrease the System's yearly transportation
entitlement by 583,816 KMBtu's. ThLs will establish a new annual entitlement of
3,377,587 MMBtu's to be delivered by the FGT pipeline, which will provide ade-
quate capacity through at least the year 1998. It is anticipated that additional
entitlements can be acquired fl~onl either the proposed FGT Phase IV or the
proposed Sunshine Pipeline to Datisfy the System's customers' needs into the
twenty-first century.
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MGAF is an tIlter-local municipal orqaniziltLon which purchases natural gas
supplies for fifteell (1.5) municipally owned local distribution companies and gas
districts served by FGT. Clearwater Gas System wns a leader in forming MGAF.
The city of Clearwater joined MGAF by Resolution ()2.~7S which was adopted by the
City Commis8 ion on DecenllJer 3, 1992. MGAl" began purchasing gaD supplies for
Clearwater Gas SYG ten\ Ul nJuqh a three (3) year qao management and oupply
acquisition cont:ract \...it:h Citruo Tnduotx:1.al Salco Company in November 1993.
These agreements prov tell! fI max imum daily quantity of appJ."ox imately 10,219 MMBtu' s
of natural gas during th(,) months of November to 1\pril; 4,652 MMBtu's during t:he
months of May to Septambol:; and "7, ~96 MMBtu' s for the month of October. The
total annual entitlemont if.) :?,793,771 Ml-H3tu'D o[ natural gas transportation.
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Rates, Fees and Charges
'l'he City Comm i.ssion ha!:3 est abl ished a schedule of rates and charges by
ordinance, wh icl1 i nc ludeG a purChaSI?d gas cost adjustment prov is ion allowing the
City to pass-through to customers a.ny increase or decrease in the purchased price
of gas. The City l.~':; not subj ect to re9ulation by any State agency in
establishing or rovising its rates. In the 1.ast five years the general (firm)
and interruptible rates have ranged from lows of 61.236e and 42.l16~ per therm
in July 1990 to high~J of SJ(,': per therm in ,:rune 1993 and 609 per therrn in December
1992, respect:i.vely. The cut-rent: rater.; are as follows:
Rate Scheci~l..JE)
Rate per Therm
General (Finn)
Interruptible
809
589
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Service Area
The System's present service area covers all of northern pinellas
County, an area of approximately 135 square miles. The service area is generally
bounded by Ulmerton Road on the oouth, the Gulf of Mexico on the west, the Pasco
County line on the north and the Hilloborough County line and the Tampa Bay on
the east. In addition to the city of Clearwater, the service area includes the
cities of Belleair, Belleair Beach, Belleair Bluffs, Belleair Shores, Dunedin,
Indian Rocks Beach, Largo, Oldsmar, Safety Harbor and Tarpon Springs, as well as
portions of the unincorporated areas of northern Pinellas County.
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As of June 1994 I the latcot date as of which the information is
readily available, the System's active natural gas customers were located as
shown in the following table:
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Location
Meters
Percentaqe
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Belleair
Belleair Beach
Belleair Bluffs
Clearwat.er
Dunedin
Indian Rocks Beach
Largo
Oldsmar
Safety Harbor
Tarpon Springs
Unincorporated Areas
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9
10
6,433
982
4
1,172
22
504
286
1,568
2.3%
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8.7
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10.4
0.2
4.5
2.5
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11,251
100.0%
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The System provides service to firm (non-interruptible) and interruptible
classes of customers. The System derives less than one percent of its revenues
from its largest f inn customer.
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The following table Bhows the five largest interruptible customers by peak
monthly consumption and the percent of the System's revenues derived from such
customers during the 12 months ending September 30, 1993:
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41,330
1. 7%
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Customer Nam~
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National Linen Services, Inc.
Metal Industr~es, Inc.
Morton F. Plant Haspi ta 1 (1)
Aubrey T. Moorefield Paving
contractors, Ine. (;')
Clearwater Linen & Uniform
Supply, Inc.
73,320
48,530
45,960
3.6%
2.7%
0.7%
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27,800
1. 4%
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(2)
Used an alternative fuel service until May, 1993.
Currently using an alternative fuel service since July, 1993.
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The System's customers have grown in the past five years from 10,490 in
September of 1989 to 12, OIO in June of 1994. The System's 12,010 customers
represent a market penetration of approximately 6%, providing an opportunity for
continued customer growth within the existing service area.
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The following table shows the breakdown of the System's customers by
category as well as the volume of gas sold and the sales revenues generated by
each category for the fiscal year ending September 30, 1993:
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Average No.
Customers
Gas
Volume
Gas
Sales
Interruptible
Residential
Commercial
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9,029
1,926
17.5%
23.5%
59.0%
13.1%
25.1%
61. 8%
Clearwater Gas strategic Plan
The management of the Clearwater Gas System developed a comprehensive
"1993-2000 Strategic Plan" which was presented to the City of Clearwater
Commission on August 10, 1993. This Strategic Plan provided four (4) aggressive
strategic opportunities:
1. Continue the existing level of gas service operations and
growth rate in Pinellas County - this is proj ected to add
2,800 new customers by the year 2000;
2. Accelerate growth in pinellas County - this is projected to
add an additional 2,500 new customers by the year 2000;
3. Expand gas service into Pasco County - this is projected to
add an additional 1,900 new customers by the year 2000; and
4. Develop new Gas Markets - this would allow the System to
expand servi.ces into new market opportunity areas such as
natural gas vehicles and gas air conditioning.
The City Commission approved the Strategic Plan in its entirety and began
the process of authorizing a total of $35 million in Gas Revenue Bonds to fund
the strategic Plan. The Series 1994A Bonds are the first issue of bonds required
to implement the funding for the overall Strategic Plan.
Future Projects
A breakdown of the projects to be funded by the Gas System Revenue Bond
issues currently planned is as follows:
Lonq Ranqe Strateqic Plan Bond Issues (1993-2000)
(in millions)
TOTAL
Series
1994A
Bonds
Future
Additional
Bonds
Pinellas County Gas Main & Service Extensions
Pasco County Gas Main & Service Extensions
Develop New Gas Markets (NG Vehicles & Gas A/C)
Subtotal Net Capital Requirements for Strategic
Plan Expansion
Allowance for Additional Authorized Expansion
Projects
Allowance for Bond Expenses & Debt Service
Reserve Fund
Total Gas Revenue Bond Issues Projected
$12.93 $5.67 $ 7.26
9.56 -0- 9.56
2.24 1. 34 .90
$24.73 $7.01 $17.72
5.00 -0- 5.00
5.27 1. 24 4.03
$35.00 $8.25 $26.75
Pasco County Territorial Dispute
On June 21, 1994, Peoples Gas System, Inc., petitioned the Florida Public
Service Con~ission (FPSC) to resolve a territorial dispute between Peoples Gas
System ("Peoples") and the Clearwater Gas System relating to the Pasco County
serv ice territory. Peoples has asked the FPSC to deny the System the Pasco
county territory and to certify the area for Peoples. The City intends to
vigorously defend its right to serve this area which is immediately adjacent to
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the City's existing service territory and an extension thereto. Resolution of
this territorial dispute in favor of the City must occur before the issuance of
Additional Parity Obligations may be undertaken to fund that project.
Manufactured Gas Plant
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Clearwater Gas System operated a manufactured gas plant at the site of the
System's existing Administrative Offices & Operations Center at 400 North Myrtle
Avenue near downtown Clearwater from the mid-1920's to approximately 1959. The
plant has since been dismantled and the gas holder was removed around 1984.
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On October 17, 1988, the Florida Department of Environmental Regulation
(FDER) completed a preliminary assessment at the site and concluded that a site
screening investigation was warranted. The U.S. Environmental Protection Agency
(EPA) retained a contractor to conduct this investigation in 1990 and determined
that there was "no evidence that on-site or near off-site disposal of gasifica-
tion by-products ever took place." However, due to "poor housekeeping and waste
disposal practices at other gasification plants," they concluded that "gasifica-
tion by-products may also be present at this site." EPA recommended a medium
priority for a FDER site screening investigation.
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In December 1993 the Florida Department of Environmental Protection (FDEP)
informed the City that they were ready to proceed with the site investigation.
The City has retained a licensed environnlental contractor who is experienced in
manufactured gas plant site investigations to perform a contamination Assessment
Plan for the former gas plant site. currently under negotiation are the terms
of an Inter-governmental Agreement between the City and the FDEP to establish the
parameters of the site assessment.
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The City does not believe that the site will require extensive clean-up;
however, the extent of such clean-up (if any is required) will not be known until
the Contamination Assessment Plan is concluded.
ADDITIONAL PROJECTS
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The following chart shows the portion of the current capital components for
the proposed expansion project to be funded by proceeds from debt issued on
parity with the Series 1994A Bonds of Additional Parity Obligations within the
next year:
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Pasco County Gas Main and Service Extensions
Amount
(in millions)
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Trunk Main Line Extension
Commercial and Rp-sidentiaJ. l1ain and
Service Line Extensions
Engineering Design Services and Other Consult~nts
Pasco Vehicles (3) and Computers (2)
$5.40
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.20
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$7.06
MUNICIPAL BOND INSURANCE
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The following information has been furnished by Municipal Bond Investors
Assurance Corporation (the "Insurer") for use in this Official Statement.
Reference is made to Appendix E for a specimen of the Insurer's policy.
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The Insurer's policy unconditionally and irrevocably guarantees the full
and complete payment required to be made by or on behalf of the City to the
Paying Agent or its successor of an amount equal to (i) the principal of (either
at the stated maturity or by an advancement of maturity pursuant to a mandatory
sinking fund payment) and interest on, the Series 1994A Bonds as such payments
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shall become due but shall not be so paid (except that in the event of any
acceleration of the due date of such principal by reason of mandatory or optional
redemption or acceleration resulting from default or otherwise, other than any
advancement of maturity pursuant to a mandatory sinking fund payment, the
payments guaranteed by the Insurer's policy shall be made in such amounts and at
such times as such payments of principal would have been due had there not been
any such acceleration); and (ii) the reimbursement of any such payment which is
subsequently recovered from any owner of the Series 1994A Bonds pursuant to a
final judgment by a court of competent jurisdiction that such payment constitutes
an avoidable preference to such owner within the meaning of any applicable
bankruptcy law (a "Preference").
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The Insurer's policy does not insure against loss of any prepayment premium
which may at any time be payable with respect to any Series 1994A Bond. The
Insurer's policy does not, under any circumstance, insure against loss relating
to: (i) optional or mandatory redemptions (other than mandatory sinking fund
redemptions); (i i) any payments to be made on an accelerated basis; ( iii)
payments of the purchase price of Series 1994A Bonds upon tender by an owner
thereof; or (iv) any Preference relating to (i) through (iii) above. The
Insurer's policy also does not insure against nonpayment of principal of or
interest on the Series 1994A Bonds resulting from the insolvency, negligence or
any other act or omission of the paying Agent or any other paying agent for the
Series 1994A Bonds.
Upon receipt of telephonic or telegraphic notice, such notice subsequently
confirmed in writing by registered or certified mail, or upon receipt of written
notice by registered or certified mail, by the Insurer from the Paying Agent or
any owner of a Series 1994A Bond the payment of an insured amount for which is
then due, that such required payment has not been made, the Insurer on the due
date of such payment or within one business day after receipt of notice of such
nonpayment, whichever is later, will make a deposit of funds, in an account with
State Street Bank and Trust Company, N.A., in New York, New York, or its succes-
sor, sufficient for the payment of any such insured amounts which are then due.
Upon presentment and surrender of such series 1994A Bonds, or presentment of such
other proof of ownership of the Series 1994A Bonds, together with any appropriate
instruments of assignment to evidence the assi.gnment of the insured amounts due
on the Series 1994A Bonds as are paid by the Insurer, and appropriate instruments
to effect the appointment of the Insurer as agent for such owners of the Series
1994A Bonds in any legal proceeding related to payment of insured amounts on the
Series 1994A Bonds, such instruments being in a form satisfactory to State Street
Bank and Trust Company, N.A., State Street Bank and Trust Company, N.A. shall
disburse to such owners or the Paying Agent payment of the insured amounts due
on such Series 1994A Bonds, less any amount held by the Paying Agent for the
payment of such insured amounts and legally available therefor.
The Insurer is the principal operating subsidiary of MBIA Inc., a New York
stock Exchange listed company. MBlA Inc. is not obligated to pay the debts of
or claims against the Insurer. The Insurer is a limited liability corporation
rather than a several liability association. The Insurer is domiciled in the
state of New York and licensed to do business in all 50 states, the District of
Columbia and the Commonwealth of Puerto Rico.
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As of December 31, 1992, the Insurer had admitted assets of $2.6 billion
(audited), total liabilities of $1.7 billion (audited), and total capital and
surplus of $896 million (audited) determined in accordance with statutory
accounting practices prescrihed or permitted by insurance regulatory authorities.
As of December 31, 1993, the Insurer had admitted assets of $3.1 billion
(audited), total liabilities of $2.1 billion (audited), and total capital and
surplus of $978 million (audited) determined in accordance with statutory
accounting practices prescribed or permitted by insurance regulatory authorities.
Copies of the Insurer's year end financial statements prepared in accordance with
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statutory accounting practices are available from the Insurer. The address of the
Insurer is 113 King street, Armonk, New York 10504.
Moody's Investors Service rates all bond issues insured by the Insurer
"Aaa" and short term loans "MIG 1, ,. both designated to be of the highest quality.
standard & Poor's Ratings Group, a division of McGraw Hill (hStandard &
Poor's"), rates all new issues insured by the Insurer "AAAIt Prime Grade.
The Moody's Investors Service rating of the Insurer should be evaluated
independently of the Standard & Poor's rating of the Insurer. No application has
been made to any other rating agency in order to obtain additional ratings on the
Series 1994A Bonds. The ratings reflect the respective rating agency's current
assessment of the creditworthiness of the Insurer and its ability to pay claims
on its policies of insurance. Any further explanation as to the significance of
the above ratings may be obtained only from the applicable rating agency.
The above ratings are not recon~endations to buy, sell or hold the Series
1994A Bonds, and such ratings may be subject to revision or withdrawal at any
time by the rating agencies. Any downward revision or withdrawal of either or
both ratings rnay have an adverse effect on the market price of the Series 1994A
Bonds.
'l'he insurance pro v ided by the Munic ipal Bond Insurance Policy is not
covered by the Florida Insurance Guaranty Association created under Chapter 631,
Florida Statutes.
THE CITY AND PINELLAS COUNTY
The City is a municipal corporation organized and existing under the laws
of the State of Florida. The City is located in the middle of the west coast of
Florida on the Gulf of Mexico and has a population of 100,768 as of April 1,
1993. Its City limits comprise approximately 32-1/2 square miles of land and 8.5
square miles of waterways and lakes.
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The City is governed by a City Commission and operates under a Commission-
Manager form of government. The City Commission appoints a full-time City
Manager and a full-time City Attorney. A full-time Director of Finance has the
responsibility for all internal auditing and financial record keeping operations
of the City, and is appointed by the City Manager. Also, an internal audit
director is appointed by the City Manager and serves full time.
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The City is primarily a resort and residential community. The City has
many recreational facilities including tennis, golf, boating, fishing, water
sports, and recreational paths. During the winter months, the hotels, motels,
and restaurants fill with visiting tourists and winter residents. The City
offers over 42 acres of public beach front.
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The City of Clearwater and the other municipalities served by the System
are located in PinGllas County, Florida. Pinellas County is the second smallest
county in the state in land mass, but is the fourth most populated county in
Florida and the IllOSt densely populated with nearly 864,953 residents. Major
private employer:3 in Pinellas County include an electric utility holding company,
a telev is ion mf~rchancli ser , seve ra 1 hospitals, a newspaper publisher, and a
retailer's corporate headquarters. Tourism is the largest industry in Pinellas
County.
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Further in forIl1ation on the City is contained in Appendix A - "GENERAL
INFORMATION Rf~LI\'l'ING TO 'rilE CITY OF CLEARWATER, FLORIDA. It
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COMBINED DEBT SERVICE REQUIREMENTS
Set forth below are the amounts of principal and interest on the Series
1991 Bonds and the Series 1994A Bonds and the combined debt service of each in
the bond years indicated.
Bond
Year
Ending
Sept. 1
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
Total
Series 1994A Bonds
Principal Interest
Combined
Debt Service
Series 1991 Bonds
Principal Interest
$ 488,020
479,620
465,820
451,030
435,100
418,000
399,700
379,860
358,440
335,400
310,700
284,050
255,775
225,550
193,700
159,575
123,175
84,500
43,225
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$ 150,000
240,000
255,000
270,000
285,000
300,000
320/000
340,000
360,000
380,000
410,000
435,000
465,000
490,000
525,000
560,000
595,000
635,000
665,000
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HISTORICAL COVERAGE OF MAXIMUM DEBT SERVICE BY THE SYSTEM NET REVENUES
Fiscal Year Ending
1991
$9,865,958
1992
1993
$12,562,105
Gross Revenues (1)
Cost of Operation
and Maintenance (1)
Net Revenues
Projected Maximum
Annual Debt Service (2)
Coverage of Projected
Maximum Annual Debt
Service by Net Revenues
$11,586,605
7,977,703
1,888,255
8,116,051
3,470,554
9,364,981
3,197,124
1,2l7,373
1,217,373
1,217,373
1.55x
2.85x
2..63x
(1) City of Clearwater, Annual Financia~ Reports (Audited)
(2) Assumes $8,110,000 in par amount of Series 19941\ Bonds at 6.28% true
interest cost.
RATINGS
Moody's Investors Service, Inc. and Standard & Poor's Corporation have
assigned the Series 1994A Bonds ratings of "A" and "BBB", respectively, relating
to the System. Such ratings do not reflect the presence of the municipal bond
insurance policy which will be issued by the Insurer if so designated by the
winning bidder. Such ratings reflect the views of the rating agencies and an
explanation of the significance of such ratings may be obtained only from the
rating agencies furnishing the same. There is no assurance that such ratings may
be continued for any given period of time or that they will not be revised
downward or withdrawn entirely by such rating agencies, if in its judgment,
circumstances so warrant. Any such downward revisions or withdrawa~ of such
ratings may have an adverse effect on the market prLce of the series 1994A Bonds.
rf the successful purchaser in the competitive bidding on the Series 1994A Bonds
elects to cause the issuance of the Municipal Bond Insurance Po~icy referred to
herein, then Standard & Poor's Corporation and Moody's Investor Services, Inc.
will assign their municipal bond ratings of "AM" and "Aaa", respective~y, to the
Series 1994A Bonds with the understanding that upon delivery of the Series 1994A
Bonds, a policy insuring the payment when due of the principal of and interest
on the Series 1994A Bonds will be issued by the Insurer. For any additional
description of ratings and their meanings, Moody's Investors Service, Inc. and
Standard & Poor's Corporation should be contacted.
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LEGALITY
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Certain legal matters in connection with the issuance of the Series 1994A
Bonds are subject to the approval of Bryant, Miller and OlLve, P.A., Tallahassee,
Florida, Bond Counsel, whose Bond Counsel opinion will be available at the time
of delivery of the Series 1994A Bonds. The proposed form of such opinion of Bond
Counsel is attached to this Official Statement as Exhibit D. Certain legal
matters \oJ'ill be passed upon for the City by Alan Zimmet, Esquire, Interim City
Attorney. Mr. Zirnmet has been acting as the City's attorney on an interim basis
and although he has assisted in prepar~ng and reviewing this Official Statement
he has not undertaken to make an independent verificatLon of the information
herein.
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TAX EXEMPTION
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The Internal Revenue Code of 1986, as amended (the "Code") establishes
certain requirements which must be met subsequent to the issuance and delivery
of the Series 1994A Bonds in order that interest on the Series 1994A Bonds be and
remain excluded from gross income for purposes of federal income taxation. Non-
compliance may cause interest on the Series 1994A Bonds to be included in federal
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gross income retroactive to the date of issuance of the Series 1994A Bonds,
regardless of the date on which such non-compliance occurs or is ascertained.
These requirements include, but are not limited to, provisions which prescribe
yield and other limits within which the proceeds of the Series 1994A Bonds and
the other amounts are to be invested and require that certain investment earnings
on the foregoing must be rebated on a periodic basis to the Treasury Department
of the United States. The City has covenanted in the Ordinance to comply with
such requirements in order to maintain the exclusion from federal gross income
of the interest on the Series 1994A Bonds.
In the opinion of Bond Counsel, assuming compliance with the aforementioned
covenants, under existing laws, regulations, judicial decisions and rulings,
interest on the series 1994A Bonds is excluded from gross income for purposes of
federal income taxation. Interest on the Series 1994A Bonds is not an item of tax
preference for purposes of the federal alternative minimum tax imposed on
individuals or corporations; however, interest on the Series 1994A Bonds may be
subject to the alternative minimum tax when any Bond is held by a corporation.
The alternative minimum taxable income of a corporation must be increased by 75%
of the excess of such corporation's adjusted current earnings over its
alternative minimum taxable income (before this adjustment and the alternative
tax net operating loss deduction). "Adjusted Current Earnings" will include
interest on the Series 1994A Bonds. The Series 1994A Bonds are exempt from all
present intangible personal property taxes imposed pursuant to Chapter 199,
Florida Statutes.
Except as described above, Bond Counsel will express no opinion regarding
the federal income tax consequences resulting from the ownership of, receipt or
accrual of interest on, or disposition of Series 1994A Bonds. Prospective
purchasers of Series 1994A Bonds should be aware that the ownership of Series
1994A Bonds may result in collateral federal income tax consequences, including
(i) the denial of a deduction for interest on indebtedness incurred or continued
to purchase or carry Series 1994A Bonds, (ii) the reduction of the loss reserve
deduction for property and casualty insurance companies by 15% of certain items,
including interest on the Series 1994A Bonds, (iii) for taxable years beginning
before January 1, 1996, the inclusion of interest on Series 1994A Bonds in
"modified alternative minimum taxable income" for purposes of the environmental
tax imposed on corporations, (iv) the inclusion of interest on the Series 1994A
Bonds in earnings of certain foreign corporations doing business in the United
States for purposes of a branch profits tax, (v) the inclusion of interest on
Series 1994A Bonds in passive income subject to federal income taxation of
certain Subchapter S corporations with Subchapter C earnings and profits at the
close of the taxable year, and (vi) the inclusion of interest on the Series 1994A
Bonds in "modif ied adj usted gross income" by recipients of certain Social
Security and Railroad Retirement benefits for purposes of determining whether
such benefits are included in gross income for federal income tax purposes.
PURCHASE, OWNERSHIP, SALE OR DISPOSITION OF THE SERIES 1994A BONDS AND THE
RECEIPT OR ACCRUAL OF THE IN'rEREST THEREON HAY HAVE ADVERSE FEDERAL TAX
CONSEQUENCES FOR CERTAIN INDIVIDUAL AND CORPORATE BONDHOLDERS. PROSPECTIVE
BONDHOLDERS SHOULD CONSULT WITH THEIR TAX SPECIALISTS FOR INFORMATION IN THAT
REGARD.
Dur ing recent years legislative proposals have been introduced in Congress,
and in some cases enacted, that altered certain federal tax consequences
resulting from the ownersllip of obligations that are similar to the Series 1994A
Bonds. In some cases these proposals have contained provisions that altered
these consequences on a retl~oactive basis. Such alteration of federal tax
consequences may have affected the market value of obligations similar to the
Series 1994A Bonds. From time to time, legislative proposals are pending which
could have an effect on both the federal tax consequences resulting from
ownership of Series 1994A Bonds and their market value. No assurance can be
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given that legislative proposals will not be introduced or enacted that would or
might apply to, or have an adverse effect upon, the Series 1994A Bonds.
UNDERWRITING
The Series 1994A Bonds are being purchased by the Underwriters from the
City at an aggregate purchase price of $ (the face amount of the
Series 1994A Bonds less underwriter's discount and original issue discount on
certain of the Series 1994A BOnds), plus accrued interest on the Series 1994A
Bonds. The Underwriters are jointly and severally obligated to purchase all the
Series 1994A Bonds if any are purchased. Following the initial public offering,
the public offering prices may be changed from time to time by the Underwriters.
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The Series 1994A Bonds may be offered and sold to certain dealers
(including underwriters and other dealers depositing such Bonds into investment
trusts) and others at prices lower than the public offering prices set forth on
the cover page of this Official Statement.
ENFORCEABILITY OF REMEDIES
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The remedies available to the owners of the Series 1994A Bonds under the
Ordinance (and the policy of municipal bond insurance referred to herein, if any)
are in many respects dependent upon judicial actions which are often subject to
discret ion and delay. Under existing constitut lonal and statutory law and
judicial decisions, including specifically Title 11 of the United States Code,
the remedies specified by the Federal Bankruptcy Code, the Ordinance and any
policy of municipal bond insurance referred to herein may not be readily
available or may be limited. The various legal opinions to be delivered
concurrently with the delivery of the Series 1994A Bonds (including Bond
Counsel's approving opinion) will be qualified, as to the enforceability of the
various legal instruments, by limitations imposed by bankruptcy, reorganization,
insolvency, or other similar laws affecting the rights of creditors or by such
principles of equity as the court having jurisdiction may impose with respect to
certain remedies which require or may require enforcement by a court of equity.
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There is no litigation or controversy of any nature now pending or
threatened (i) to restrain or enjoin the issuance, sale, execution or delivery
of the Ser ies 1994A Bonds or (ii) in any way questioning or affecting the
validity of the Series 1994A Bonds, the Ordinance, any proceedings of the City
taken with respect to the authorization, sale or issuance of the Series 1994A
Bonds or the pledge or application of any moneys provided for the payment of the
Series 1994A Bonds, including the Net Revenu~s of the System.
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GENERAL PURPOSE FINANCIAL STATEMENTS
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The City is a party from time to time in various law suits involving the
City generally, and believes that none of the actions currently pending will have
a material effect upon the finances of the City or of the System.
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The excerpts from the General Purpose Financial Statements and other
information of the City for the fiscal year ended September 30, 1993, are
included in Appendix B to thie Official Statement. Such excerpts from the City's
comprehensive Annual Financial Report, including the auditor's report thereon,
have been included in this Official Statement as public documents and consent
from the auditors \oJas not requested. The auditors have not performed any
services relating to, and are therefore not associated with, the issuance of the
Series 1994A Bonds.
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FINANCIAL ADVISOR
The City has retained Raymond James & Associates, Inc., st. Petersburg,
Florida, as financial advisor (the "Financial Advisor") to the City in connection
with the preparation of the City's plan of financing and with respect to the
authorization and issuance of the series 1994A Bonds. Although the Financial
Advisor assisted in the preparation of this Official statement, the Financial
Advisor has not undertaken to make an independent verification or to assume
responsibility for the accuracy, completeness or fairness of the information
contained in this Official Statement.
MISCELLANEOUS
All information included herein has been provided by the City, except where
attributed to other sources. The summaries of and references to all documents,
statutes, reports and other instruments referred to herein do not purport to be
complete, comprehensive or definitive, and each such reference or summary is
qualified in its entirety by reference to each such document, statute, report or
other instrument. copies of all such documents referred to herein are on file
with the City Clerk of the City at 112 South Osceola Avenue, Clearwater, Florida
34616. The information herein has been compiled from official and other sources
and, while not guaranteed by the City, is believed to be correct. As far as any
statements made in this Official statement and the appendices attached hereto
involve matters of opinion or of estimates, whether or not expressly stated, they
are set forth as such and not as representations of fact and no representation
is made that any of the estimates will be realized.
AUTHORIZATION OF AND CERTIFICATION
CONCERNING OFFICIAL STATEMENT
The delivery of this Official statement has been authorized by the City
Commission. Concurrently with the delivery of the Series 1994A Bonds, the
undersigned will furnish their certificate to the effect that, to the best of
their knowledge, this Official Statement did not as of its date, and does not as
of the date of delivery of the Series 1994A Bonds, contain any untrue statement
of a material fact or omit to state a material fact which should be included
therein for the purpose for which this Official statement is to be used, or which
is necessary in order to make the statements contained therein, in the light of
the circumstances in which they were made, not misleading.
CITY OF CLEARWATER, FLORIDA
By:
Mayor-Commissioner
By:
City Manager
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APPENDIX A
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APPENDIX A
(;ENERAL INFORMATION
RELATING TO TilE CITY OF CLEARWATER, FLORIIlA
Locatioll
The City of Clearwater (the "City"), the county scat uf Pincllas County (the fourth most populous county
in Florida), is gl:ographically located in thc middle of thc west coast of Florida on the Gulf of Mexico. It is
situated approximately 22 miles west of Tampa and 16 miles north of 51. Petcrsburg. Standing on the highest
coastal elevation of the State, the City limits comprise approximately 32-1/2 square miles of land and 8.5 square
miles of waterways and lakcs,
Clearwater Beach, a corporate part of the City, is a beach community connected to the mainland by
Memorial Causeway, a four-lane, t oll-fn;<..: drive stretching almost two miles across Clearwater Harbor. Business
on Clearwater Beach is mainly tourist ori<..:nted, with hotels, motels and gift shops. Many fine homes, apartmcnts
and condominiums offcr pkasanl, scmi-tropical island accommodations to permanent residents and winter and
summer visitors.
Histm.y
The area now known as Clearwater was first explored in 1528 by Panlile de Narvaez, a Spanish explorcr
who encounkrcd a large trihe of Indians, which his army drove out. The Indians recaptured their territory and
hcld it until the Seminole Wars of Itn~-42. The Indians who inhabited this area are said to have called it
"Pocotopaug," I1ll'.aning "clear water," for the many springs of clear, fresh water that bubbled along the shore and
even below the waterline al low t idl'.
Scttkrs began moving into t he area around the time of the Seminole \Vars. After the wars ended, the
territory was opened hy the Pederal government for homesteading under thc Armed Occupation Act. The first
land title was granted in IK42. The early scltIcment, namcd "Clear Watcr Harbor," was incorporated in 1897.
"Clear Water" later became one word and "Harbor" was dropped in 1906 when Pinellas County was created by
an act of the State Legislature. In ~'1ay IlJ11, Clearwater bccame the County Seat and Clearwater was chartcred
as a municipality 011 May 27, \()15.
Government ilnd Adlllinistmtilln
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Clc4lrwatcr has a commission-city manager form of government. Four commissioners and a mayor-
commission<..:r arc l'kctL:d at large to serve overlapping three-y~ar t<..:rms. Thcy appoint the city manager and the
city attorncy. All other admini~>tr(tlivl: and professional positions arc appointcd by the city manager in
accordance wit h the City's Civil Scrvict: System.
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. The City has approximately l,(ilV cmployees, cover(;d by the City's Civil Service law relating to
recruitment, promotion, l'valuat ion and discipline based on merit principles. Four employee unions represent
the City's civil lahor force: two units of 1 he Fraternal Order of Police; one of the Inte.rnational Association of
Fire Fighters; <111<.\ one from thl' Communications Workers of America.
Transportation
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Pilldl<lS Cuunly and CIt:alw<ltn <ilL: served hy threc major causeways and bridges over Tampa Bay, by
U.S. lY and 1-275 to the Illlrlh alld south, by 1-4 and U.S. (10 to the cast. State Roads 590, 686 and 55 also afford
access to the City.
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Tampa International Airport, located approximately twenty miles from downtown Clearwater, provides
air travel access with approximately 2(jO national and international nights daily. Limousine and taxi service to
and from the airport is available from Clearwater and throughollt Pinellas County. St. Petersburg/Clearwater
International Airport, live miles from downtown Clearwater, offers regularly scheduled passenger service and
charter and special group nights, on a more limited basis to both domestic and foreign destinations, particularly
to Canada, Mexico, and Central and South America. The Executive Airpark, which is slightly over a mile from
the downtown business section, provides service and maintenance for private planc owners. The airport has one
3,000 foot hard-surface runway and facilit ies for visiting and locally based planes.
The Port of Tampa (22 miles to the cast) is the closest deep water porI. The port is serviced by a
variety of steamship agents and operators. The United States Coast Guard maintains an air station at the St.
Petersburg/Clearwater I ntcrnational Airport, and a search and sea rescue culler station on Clearwater Harbor
opposite Sand Key,
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Gulf Coast Motor Lines provides service daily between Cleanvater, Sl. Petcrsburg and Tampa and makes
connections with (Jreyhound and Trailways Bus Lines in Tampa. Scenic tours arc available via Gray Linc out
of Clearwater and Sl. Petersburg, and both Gray Line (lnd Gulf Coast have buses for charter. Pine lias Suncoast
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Transit System maintains 54 routes in I I) municipalities in Pinellas COllnty.
Utilities, Public Scnice and COlli III U nit), Facilitit.s
The City owns and operates its o\vn water, sewer, gas and solid waste systems. Water is obtained from
18 deep wdls owned and operated by the City amI from wholesale purchases from the Pinellas County Water
Systcm. Sewage is treat cd at three poll ution cont rol sewage treatment plants with a total capacity of 28.5 million
gallons per day, Natural gas, purchased under wlmksalc agreements with Florida Gas Transmission Company,
is distributt:d through 4~3 miles of gas mains to approximately 12,OJO connections. It is the policy of the City
to set rates and charges for utility and other public services so that each cnterprise activity is self-sustaining. Thc
Public Sc.rvice D<.:partmcnt maintains approximately 350 miles of paved streets, 17 miles of unpaved streets, 9
miles of alleys, 120 miles of storm sewers, :15 miles of drainage ditches and 37 ponds or lakes. Solid wasle is
colI<.:eted City-wide on a regular basis and transported to the resource recovery plant in Pinellas County.
Electric power is provided by Florida Power Corporation and telephone scrvice is provided by Gcncral
Telephone Com pany. Vision Cable of Pinellas, I ilC. provides cable television service under a franchise with the
City. Local cditinns of tht: daily St. Petershurg Tirlll;s and The Tampa Tribune, plus weekly newspapers from
adjacent Dunedin, Largo. SClllinok and C1earwaler Beach arc widely distributed.
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The Ckarwater Public Lihrary Systcm consisls 01 a main lihrary and four branches which are sprcad
evenly throughout the cOllllllunity for L~asy aCccsS. The City offers over 42 acres of public beach front, parks,
playgrounds, athletic courts and lidds, pools, a 4)70 scat baseball and softball stadium, golf course~ civic and
recreational c\:nters, 3.5 miles of recreational paths, boat ramps and a 210 slip yacht basin and marina. The
Philadelphia Phillies condul'l spring training at the municipal baseball stadium and have a long-term contract for
farm club training on Clearwatcr's specially conslrucll'd facilities during thc Winter Instructional Leaguc
Program. Clearwater is lhe hUlllc ur the Ckarwat cr Bombers, a national amateur fastpitch softball team.
Tourism
The State Division of Tuurism rl~porlcd that approxirnatdy 41,000,000 tourists came to Florida during
19YJ. Approximately 3);57, IlX or them visited the Ckarwatcr 1St. Petersburg area. Clearwater's Fun 'N Sun
Festival each spring attracts thousands of visitors.
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Education
The Pinellas County School System operates 79 elementary schools, 21 middle schools and 15 high
schools and 5 exceptional, 19 alternative and 11 vocational schools within the County which are attended by over
126,668 students in kindergarten through the 12th grade. Private schools and academies are also located within
or near the City linlits. The PinelIas County School System offcrs vocational and adult education at facilities in
or adjaccnt to the City. In addition, Sl. Petersburg Junior College has a Clearwater campus. Eckerd College
in Sl. Pctersburg, Beacon College in Largo, Stetson University Collcge of Law in Gulfport, the University of
South Florida and the University of Tampa in Tampa offer nearby college and post-graduate education
Pension l'lan
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Industry, Commerce and Labor
Light, clean industry is encouraged in Clearwater. In 1957, the City of Clearwater developcd a 100 acre
industrial park adjaccntto the Clearwater Airpark (Executivc Airport) and to the CSX Transportation Company.
Thcre is also a privately owned, 35 acre industrial park. Large industries located near Clearwater include
Honeywell, General Elcclric, UN1SYS, Concept and Hcrcules Defense Electronics Systems, Inc.
The Enlployecs' Pension Plan and the Fireman's Pension Plan are sclf-administered by the City. Both
plans had unfunded liabilities as of Scptember 30, 1993, the funding of which is being amortized over a 35 year
pcriod for the Fireman's Plan, and over a 40 year period for the Employces' Plan (except for a portion of net
actuarial dcliciency resulting from Plan amendments approved in December 1978, and from changes in actuarial
assumptions which are being funded ovcr 30 ycar periods). City contributions for fiscal year 1992-1993 were
$3,322,567 to the Employees' Plan and $719,229 to the Fireman's Plan, and were in accordance with actuarially
detcrmined funding requiremenls.
In addilion, supplemental pensions exist for eligible Police and Firc employees, funded from excise taxes
on gross rcceipts from premiums on certain insurance policies covering property in Clearwater, collected by the
State and rcmiucd tu the City. Neither the City nor the employees contribute under these plans. Both plans
require benefits to be adjuslcd to equal funds assets provided by the defined contributions.
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Demographic Information
Last Ten FisCHl Years
(a) (b) (c) (d) (c)
Permanent Pcr Capita Median School U nem ployment
Year Populat ion Income Age Enrollment Rate (%)
1984 lJ3,64S $14,601 44.7 10,349 4.6%
1985 95,330 15,902 45.3 10,432 5.7
1986 97,8H2 17,039 Not avail. 10,494 5.3
1987 99,124 17,947 Not avail. 10,797 5.0
1988 100,202 19,117 Not avail. 10,922 4.7
1989 101,082 21,255 Not avail. 10,796 5.3
1990 9l'\,784 Not avail. Not avail. 10,732 4.8
1991 99,612 21,636 42.1 11 ,572 6.1
1992 99 ,~5() Not avail. 42.3 11,921 5.4
1993 100,S57 Not avail. Not avail. 11,584 6.1
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(b)
(c)
(d)
(e)
Fiscal
Year
1984
1985
I 98()
191.)7
1988
1989
1990
]991
1992
1993
11)84-1989, U.S. Bun:au or CenSllS estimate; 1990 Census; 1\)<)1-1993: Univcrsity of Florida, Bureau of
Economic and Business Research.
Data is for Pinc\las County, hut should also approximate Clearwater levels. Source of data is the U.S.
Deparlment or Commerce, Bureau of Economic Analysis.
Pinellas County kvd data, but should approximate Clearwater levels. Source of data is the St.
Petersbufl.!, TimL's Research Bureau, 1984-1985; 1991,1992: U.S. Bureau of the Census.
19R4-1990, Clearwater Planning Department population pro rata estimate of Pinellas County School
Board County kvel data for public schools; 1991-1993 Pincllas County School Board.
Data is for the Tampa/Sl. Petersburg SMSA. Published by the Florida Department of Labor and
Employment Security.
pJ.O)lert)' Value, Construction, Hud Rank Deposits
Last Ten Fiscal Yt'ms
Com mercial COl1st ruet ion Residential Construction Miscellaneous ConstructionCa)
Numlx:r Number Number Bank Dcposits(b)
of Permits SaluL' of Perm its Value of Permits Valuc (in thousands)
310 :1; 30,3()3JI7() 935 $103,345,695 4,590 $15,712,857 $11,574,449
56\) 5 J ,4()l).OO8 1,267 54,011,436 4,005 5,934,005 13,082,104
SIJ7 (I I ,72(1,247 1,244 83,436,773 3,005 6,766,508 13,685,840
()2() ~2,(i'N,(i23 1,37H 4<l,939,249 4,454 9,198,587 14,981,795
731 45,51lJ,427 1,385 42,150,294 3,411 13,219,492 15,480,740
705 121,554,30S 1,127 37,140,105 4,326 22,579,744 17,120,300
7H2 47,382,:Bll 1,()U~ 74,169,490 4,99] 16,983,323 18,646,122
626 24,250,91() "J,2(iO 34,937,3.'57 5,906 17,452,664 20,432,162
557 32,7(1,"),X07 1,137 25,956,314 5,940 18,020,294 20,476,972
1,693 42,051 ,()~ I 1,RR5 29,296,168 6,799 20,113,175 N/A
(a) Includes institutiolls, churches, st;:Iwalls, pools and n<)n-valued building permits.
(b) Includl:s halantes in coIllIlH:n.:ial, savings, savings and loan, and building and loan banking institutions
for Pinellas COllllty. Data from the St. Petcrsburg Times Research Bureau.
4
Ten Ix"lrgcst Employers
In Pinellus County
1993
Name of Employer
Type of Business
Number
of Employees
1. Pinellas County Schonl System
2. Pincllas County Government
3. Times Publishing Co.
4. Home Shopping Network
5. Honeywell Space Systems
6. City of St. Pctersburg
7. Morton Plant Hospital
8. Florida Power Corp.
9. AT&T Paradync Corp.
10. Sl. Petersburg/Clearwater Int'1. Airport *
*Includes employees at 38 businesses,
(a) Valuation is t:slahlishcd by I he Connty Property Appraiser as of Deccmber 31 of the calendar year
preceding till.. heginning l If the applicable Fiscal Year of the City that begins October 1 of the following
calendar year.
(b) Railroad and Telegraph CllJl1P,1l1ics.
(c) Includes govcrnl1ll~ntal, Cdll(."tiunal, qualified religious, literary, scientific, and health care propcrties and
special cxcm pI ions for individual property ownns. Qualified property owners are entitled to a $25,000
hOnJcsl(:ad eXl~l\1pliol1 ba~t:d on residency requirement.
Fiscal
Year
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
.
Public education
G overnmcnt services
Newspaper publishing
Merchandising
Aerospacc, avionics
City government
Hospital
Utility
Data communications
Airport
15,000
4,100
3,900
3,781
3,600
3,119
3,000
2,832
2,500
2,500
Assessed and Estimated Actual Property V.duations
Last Tell Fiscal Years
Assesscd Valuations(a)
Non-Excm pl Personal Othcr Total Total
Real Estate Propert y Property(b) Taxable Exem pt (c) Total All
$2,278,052,1 no $24S,lJ90,190 $510,380 $2,527,552,670 $ 883,746,177 $3,411,298,847
2,4-Ui,057,YlO 2lil) ,949, 700 944,907 2,736,952,517 923,634,695 3,660,587,212
2,724,424,K<)(J 2~9,744,25() 586,416 3,014,755,556 977,758,085 3,992,513,641
3,OSO,()S2,280 313,f05,680 817,629 3,395,305,589 1,001,043,393 4,396,348,982
3,270,6Y 5,390 349,895,2S0 545,157 3,621,135,827 1,081,534,811 4,702,670,638
3,388,838,210 352,l> 14, ()(,O 484,002 3,742,237,172 1,148,090,371 4,890,327,543
3,485,372,47l> 370,S27 ,590 484,37() 3,856,684,436 1,192,855,367 5,049,539,803
3,745,222,7oS 378,S41,070 500,188 4,124,564,026 1,232,097,193 5,356,661,219
3,799,734,(J(i4 J 71)':; 3S,7 ~Hl 509,202 4,179,582,006 1,296,139,766 5,475,721,772
3,7S9,9()2,~3l1 3YO,~41 ,XSO 569,338 4,181,314,054 1,391,537,458 5,572,851,512
5
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Property Tax Levies and Collections
Last Ten Fiscal Years
}>crccnt Perccnt of
of Total Delinquent
Currcnt Percent of Delinquent Collections Outstanding Taxes to
Fiscal Total Tax Levy Tax Total Tax To Current Delinquent Current
Ycar Tax Levy COIICL'lions' Collected Collections Collections Levy Taxes Levy
--
1984 $10,957,1)1\3 $10,~]5.7% 98,81\% $ 93,510 $10,929,306 99.74% $ 305,103 2.78%
1985 11,766,901 11,(,05,379 98,63 25,761 11,631,140 98,85 440,864 3.75
1986 13,442,331 13.259,621 98.64 12,077 13,271,698 98.73 611,497 4.55
1987 15,104,352 14,842,656 98.27 6,252 14,848,908 98.31 866,941 5.74
1988 18,093,427 17,855,707 98,69 77,643 17,933,350 99.12 1,027,018 5.68
1989 18,999,668 18,818,443 99,05 189,760 19,008,203 100.04 1,018,483 5.36
1990 19,676,174 19,474,325 98.97 35,223 19,509,548 99.15 1,185,109 6.02
1991 21,336,807 21,145,(,36 I)f) , 10 95,735 21,241,371 99.55 1,280,545 6.00
1992 21,369,980 2 J ,075,554 98.f12 109,316 21,184,870 99.13 1,387,456 6.49
1993 21,408,41\9 20,301,H60 94.1\3 199 ,638 20,501,498 95.76 1,438,116 6.72
* Collections are reported at the gross amount before any discount allowances.
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1)I"(I(lcrty Tax Rates - All Direct ancl Overlapping Governments
(Pel' $l,()()() of' Assessed Value)
Last Ten Fiscal Years
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Downtown County Emergency
Piscal Dc\'clop- SdHlll! Transit Medical
Year City men! (<1) Boa I'd County District Scrvices Other(b) Total
1984 ~.3mO 1,000 7,0710 4.311 .2042 .926 .6480 18.5292
1985 4.3030 1.000 (,.8994 4.093 .3295 .932 .7452 18.3021
1986 4.4558 1.000 7,2'150 4.139 .4315 .886 .6955 18.8528
1987 ~.4558 1,000 7,5020 4.258 .4536 .931 .7013 19.3017
1988 5.0000 1.000 7,3370 4.915 .4987 .931 1.2933 20.9750
1989 5.1000 ,250 7,MOO 4.909 .5135 .931 1.3775 20.7310 I
1990 5.1000 ,RoO 8.5330 5.280 .5743 1. 060 .9617 22.3690
1991 5,2037 1,000 8,7660 5.234 .5743 .700 1.0964 22.5744 I
1992 5.1158 1.000 8,62c,O 5,495 .5893 .700 1.1560 22.6821
1993 5,1158 1,000 9,0000 5.417 .5893 .850 1.1820 23.1541
(a) A separate taxing district established by referendum which affects only downtown properties.
(b) Other includes Pinellas County Planning Council (.0286); Juvenile Welfare Board (.6274); SW Florida
Water Managemenl District (.3220); Pincllas Anclotc River Basin (.2040).
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Ten Largest Taxpayers
Year Ended September 30, 1993
Taxpayers
Type of Business
Assessed
Value
Percentage
to Total
Assessed
Value
Bellwether Prop. LP Ltd.
MacLean, Aubrey
John S. Taylor, III
Church of Scientology
Sand Key Association Ltd.
Sylvan Abbey
Eq uitcl
John 1-l<lllcock Mutual Life
Insurance Company
First Florida Bank
MAS One L TO Partnership
Shopping Center
S hopping Center
Landowner
Cunglomerate
Hotel
Adult Congregate Facility
Motels
$ 75,074,500
60,646,600
34,226,700
24,366,700
18,700,800
17,370,100
16,722,300
1.98%
1..60
0.90
0.64
0.49
0.46
0.44
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Apartment Complex
Hotel
Oflice Building
13,735,800
13,631,400
13.542.000
0.36
0.36
0.36
Total
$288.016,900
7.58%
City of Clearwater, }'Iorida
Ratio of Net General Bonded Debt to Taxable Assessed Value
and Net Bonded Debt l)cr Capita
Last Tell Fiscal Years
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Source: Pinell:.ts County Property Appraiser
Ratio of Net Net
Tax:.tblc Net General General
Assessed General Bonded Debt Bonded
Fiscal Value Bonded To Assessed Debt
Year Population (OnO) Debt(l) Val Ue Per Capita
1984 93,048 $2,527,553 $4,815,155 .19% 51.42
1985 95,330 2,736,953 4,250,761 .16 44.59
1986 97,882 3,014,756 3,657,278 .12 37.36
1987 1)9,124 3,395,306 3,037,117 .09 30.64 L
1988 100,202 3,621,136 2,395,290 .07 23.90
1989 101,082 3,742,237 1,723,137 .05 17.05 I
1990 98,784 3.850,684 1,036,214 .03 10.49
1991 99;612 4,124,564 567,950 .01 5.70
1992 1)~),85() 4.179,582 452,779 .01 4.53 I
1993 lOO.S57 4,181,314 348,478 .01 3.46 I
(1) Gross general bonded debt less amounts Oil Jcposit in sinking funds or debt service funds.
.
7
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City of Clearwater, Florida
Computation of Direct and Overlapping Debt
September 30, 1993
General Obligation Debt
Principal
Amount
Outstanding Percent
City
Share of
Debt
City of Clearwater,
Series 1978
$ 635,000
100
$ 725,000
Pinellas County School Board
10,722,239
14.28*
1.531,136
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Total
$2,166,136
* Applicable Net Debt Percentage is based on ratio of City to County Taxable values
($3,789,902,836/$26,547,437,039).
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City of Clearwater, Florida
Corn putation of' Legal Debt Margin
September 30, 1993
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Assessed Valuation of Non-Exempt Real Estate
as of January 1, 1993 $ 3,789,902,836
Times: Twenty Percent Limitatioll per City Charter
x .20
Equals Lcgallndcbtedness Limitation
$ 757,980,567
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580,000 435,000 145,000
9,462,093 685.435 8.776.658
$110,145,156 $19 ,351.626 $ 90,793.530
"
$667,187.037
nehl Outstanding Subject to City's Legal Debt Muq~in
September 30, 1993
(iross Debt
Less Sinking
Fund Assets
General Obligatioll BOlldl'i:
1978 Series
$ 635,O(X)
$ 286,522
Revenue Bonds:
1985 Public Scrvil'l~ Tax .md
Bridge Revenue Bonds
5,215,000
2,469,845
]984 Water and Sewer Revenuc Bonus
4,355,000
3,690,6'J 6
1988 Water and Sewer Revenuc Bonds
26,565,063
5,596,884
1993 Water and Sewer Revenue Bonds
53,445,000
4,532,734
1984 Capital Improvement Rcvenlle Bonus
'128,000
1983 Parking Revenue Bonds
455,000
325,794
1991 Gas Systcm Revenue Bonds
7,680,000
721,030
1985 Community Redevelopment Agency
Tax Increment and Lease Revenue Bonds
1,625,000
607,766
1985 Community Redevelopment Agency
Tax Increment Revenue Bonds
Notes, Mortgages and Cont racts
Totals
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Legal Indebtedness rvlargin
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Net Debt
Suhject to
Limitation
$ 348,478
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2,745,155 I
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664,384 i
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20,968,179
48,912,266
128,000
J 29,206
6,958,970
1,017,234
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[This page intentionally left blank]
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APPENDIX B
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[This page intentionally left blank]
',:1,
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cer1lf'ed DUOIIC accoun:a"\:s
REPORT OF INDEPENDEJ';T ACCOU~i AAiS
The Honorable Mayor.Commissioner
City Commissioners, and City Manager
City of Clearwater, Florida
We have audited the accornpanying general purpose fInancial statements and the combining and individual fund and
account group financial statements and schedules of the City of Clearwater, Florida, as of September 3D, 1993, and
for the year then ended, as listed in the table of contents. These financial statements are the responsibility of the
City's management. Our responsibility is to express an opinion on these financial statements based on our audit.
We conducted our audit in accordance with generally accepted auditing standards and Government Auditing Standards
issued by the Comptroller General of the United States. Those standards require that we plan and perfonn the audit
to obtain reasonable assurance atxlut whether the fmancial statements are free of material misstatement. An audit
includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An
audit also includes assessing the accounting principles used and significant estimates made by management, as well
as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for
our opinion. .
In our opinion, the general purpose flDancial statements referred to above present fairly, in all material respects, the
financial position of the City of Clearwater, Florida, as of September 30, 1993, and the results of its operations and
the cash flows of its proprietary and similar trust fund types for the year then ended, in conformity with generally
accepted accounting principles. Also, in our opinion, the combining and individual fund and account group financial
statements and schedules referred to above present fairly, in all material respects, the fmancial position of each of the
individual funds and account groups of the City of Clearwater, Florida, as of September 3D, 1993, and the results of
operations of such funds and the cash flows of individual proprietary and similar trust funds for the year then ended,
in conformity with generally accepted accounting principles.
Our audit was conducted for the purpose of forming an opinion on the general purpose financial statements taken as
a whole and on the combining and individual fund and account group financial statements and schedules. The
required supplemental schedule for the defined benefit pension plans is not a required part of the general purpose
financial statements, but is supplemental infonnation required by the Governmental Accounting Standards Board. We
have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods
of measurement and presentation of the supplemental infollDation. However, we did not audit the information and
express no opinion on it. The supplemental schedules listed in the table of contents and the information presented
in the statistical section are presented for the purposes of additional analysis and are not a required part of the general
purpose financial statements. Such information has not been subjected to the auditing procedures applied in the audit
of the general purpose financial statements, and ,accordingly, we express no opinion on it.
As discussed in Note 15 to the general purpose financial statements, the City is a defendant in a lawsuit alleging
violations of the Federal Age Discrimination in Employment Act, as well as a matter alleging a civil rights violation
involving the City Police DepartIDent. The ultimate outcome of this litigation cannot presently be determined.
Accordingly, no provision for any liability thlU may result upon adjudication has been made in the accompanying
financial statements.
Tampa, Florida
March 19, 1994
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CITY OF CLEARWATER. FLORIDA
COMBINED BALANCE SHEET - ALL FUND lYPES AND ACCOUNT GROUPS
SEPTEMBER 30.1993 WITH COMPARATIVE TOTAL FIGURES FOR 1992
Governmental Fund Types
Special Debt Capital
General Revenue Service Projects
ASSETS AND OTHER DEBITS
Cash on Hand and in Banks $ 20,295 I
I
Equity in Pooled Cash e.nd Investments- 9.082,1 71 10.678.713 ',681.235 27.393.797 I
Cash with Escrow Ag ent 4.211 I
i
Investments 285.077
Receivables (Net Where Applicable.
of Allowances for Estimated ~,.
Uncollectible Amounts):
Accounts and Contracts 944.227
..
Mortgages. Notes end Other Loans 61.565
Accrued Revenues 1 .458,303 5,000 7.952
Interest and Dividends
Rehabilitation Advances
Delinquent Property Taxes 493.020 41.946
Other
Due from Other Funds 15,000
Due from Other Funds (Deficit In Pooled Cash) 3.917,384
Due from Other Governmental Entities 517.869 1 .306,038 24.804
Inventories. at Cost
Prepaid Expenses/Expenditures
and Other Assets 14,877
Restricted Assets:
Equity in Pooled Cash and Investments
Due from Other Funds
Due from Other Governmental Entities
Investments, At Cost 0(
Amortized Cost
Interest Receivable
Advancesw~erFu~s 4-5,324
Deferred Charges
Property, Plant and Equipment (Net
of Accumulated Depreciation)
Amount Available in Debt SeNice Funds
Amount to be Provided for Retirement
of General Long - Term Debt
Amount to be Provided for Compensated Absences
$ 12.591.080 12.093.262 1.978.475 31.335.985
~
" -Includes nonexpendabl e trust fund cash and cash equivalents of $81 ,812 for 1993 ar.d $50.940 for 1992,
See accompanying notes to Financial Statements,
2
, . .
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Pege 1 of 2
Proprietary Fund Types
Fiduciary
Fund Type
Account Groups
General General
Totals
(Memorandum Only)
Enterprise
Internal
Service
Trust and
Agency
Fixod
Assets
Long- Term
Debt
1993
1992
20,125 1.700 546.223 588,343 54,537
12,923.4505 13,382,371 3,651.062 · 78.792.805 · 70,640.803 *
4,211 4,790
202,871,947 203.157.024 180.522.329
5,631.582 19,434 6.595,243 6.013.990
3,281.252 3.342,817 3,222.105
1.471.255 1.346.313
2,540.191 2.540,191 3.172.654
21,751 21,751 235
534,966 533.364
395.000 140,802 535,862 174.972
12,459.385 1.797,055 14.271,440 16.846.968
3.917.384 3.746.774
554,3-81 2.403,092 2.466.299
936,&80 1 66.644 1.103,624 1 .205.053
..
..
14.668 27.972 57.517 229.357
22,944.012 22.944,012 27.908.515
7.2~8.933 7.248.933 4.990.806
769 769 141.646
6.793.961 525.350 7.319,311 7.137,341
186.904 5.743 192,647 194.393
457.657 2,651.558 3.154.539 3,023.998
1,800,468 1.800,468 1.797,127
194.169.564 11.937.991 7.000' 100,478.792 306,593,347 289.932.290
1.978.4 75 1.978,4 75 2.096.574
4.862,382 4.862,382 4.832.282
3,109.875 3.109,875 2.657.968
266,142.845 30,910.816 213.060.288 100.478.792 9.950.732 678,542.283 634.893.484
3
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CITY OF CLEARWATER. FLORIDA
COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS, CONTINUED
SEPTEMBER 30. 1993 WITH COMPARATIVE TOTAL FIGURES FOR 1992
Government8J Fund Types
Special Debt Capital
GeneraJ Revenue Service Projects
LIABILITIES
Accounts and Contracts Payable $ 92.1 27 56.884 82,635
Deferred Compensation
Accrued Payroll 1,150,036 3.199
Accrued Compensated Absences
Accrued Interest Payable
Claims Payable
Due to Other Funds 129,184 21.271.923
Due to Other Funds (Oefici1 in Pooled Cash)
Due to Other Governmental Entities 5,309 178.190 I
Deposits 5,312 4,140 I
Other Miscellaneous Payables I:
I
Payable from Restricted Assets \,
Advances from Other Funds 637,141 2,159.278 I
General Obligation Bonds Payable
Revenue Bonds Payable
Mortgages, Notes, Loan Pool Agreements I
and Acquisition Contracts PllylibJe
Interest Earnings Aebatable to
U,S. Treasury
Deferred Revenue 1,407.659 41.946
Total Uabilities 3,426,768 2.443.637 21.354.558
EQUI1Y AND OTHER CREDITS
Investment in General FIXed Assets
Contributed Capital
Retained Earnings:
Reserved for:
Revenue Bond Requirements
Unreserved
Fund Balances:
Reserved for:
Prepaid Expenditures 14.8n
Encumbrances 114,372 2,581,488
Debt Service Requirements 1.768,481
Cepital Projects Requirements 5,313.576
Advances to Other Funds 45,324
Noncurrent Notes Receivable 48.252
Employee Retirement
Special Progrl1lTls &49.385
Unreserved:
Designated for Special Programs 1.090.487
Designated tor Debt Service 209.994
Designated for Capital Projects Appropriations 791.205 7.399,939
Undesignated 8,989.745 1,756,720
iota! Retained Earningsl
Fund Balances 9,164.3 t 8 9.&49.625 1 ,978.475 9,981,427
iota! Equity and Other Credits 9.164.318 9.649.625 1.978.475 9.981,427
$ 12,591.086 12,093.262 1.978.4 75 31 ,335,985
See accompanying notes to Fin~ndal Statements.
4
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Page 2 of 2
Fiduciary Totals
Proprietary Fund Types Fund Ty~ Account Groups (Memorandum Only)
GeneraJ GeneraJ
InternaJ Trust and Fixed long - Term
Enterprise Service _~ency Assets Debt 1993 1992
2.453.139 1,526,619 227.354 4,438,758 4,543.662
12.261.902 12,261.902 10,119.112
1,081.617 ~.223 2.699.075 2,446,413
3,109,875 3,109.875 2,657.968
83.004 37.744 120.748 57 .805
6,6.55.168 6,655.168 4,724.649
119.266 21.520.373 21,837,n4
1.415,395 2,501.989 3,917.384 3,746.774
183.499 294.465
36.070 52,968 98.490 83.629
91,461 91,461 35,888
7.562.720 . 7,562.720 7,011,514
358.120 3,154.539 3.023.998
635,000 635.000 725,000
98,146.409 3.929,336 102,075.745 98,988.323
669.958 6,447,021 2.276,521 9,393.500 10,603,364
1.083.295 1,083.295 1.083,295
1,449.605 798,946
113.008.993 17,632.754 12.633,685 9.950,732 180,451.137 172.782.579
1 100,478.792 100,478.792 95.141,654 i
'. 88.431,943 4,530:>,923 93,022.866 83.606.335
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16.693.043 531.093 17.224.136 19.213.793
, 48.008. B66 8,156,038 56,164,904 52,362.902
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~ 2,695.860 1.637,387
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5,313.576 5,336,704
45.324 60,324
48.252 66,397
196.943,183 196,943,183 175.719,437
649.385 485,091
1.090,487 578,999
209.994 194,444
8,191.144 9.406,743
3,483,420 14.229.885 16.385.391
64.701.909 8.687.131 200.426,603 304.589.488 283.362.916
153.133.852 13,278.054 200.426,603 1 00,478,792 498.091 .146 462.110.905
266.142,845 30,910.818 213.060,288 100,478,792 9,950,732 678.542.283 634,893,484
5
CITY OF CLEARWATER. flORIDA
COMBINED STATEMENT OF REVENUES. EXPENDITURES, AND
CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES
YEAR ENDED SEPTEMBER 30. 1993 WITH COMPARATIVE TOTAL FIGURES FOR 1992
See DCCompMying notes to Fintst'\CiaJ Statemonts.
6
7
· S.. Note 1 G.
S.. accompanying notes to FiNlncial Statements.
8
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Totak
Special RevHlue Fund Types. (Memofandum Only)
V 81 innoe Val iance -
FavOfabHt F. YOl' able
Budgeot Actual (Unfn VOf ob Ie) Budgeot Actual (Urb V'()( able)
" 1,675.633 1,681,182 5.54G 36.182,783 36,502.267 3 HI,4S4
j, 700,000 550,592 (23G.408) 2,708,700 2,602.~2Q (106,371 )
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'1 6.42Q,82Q 6,346,661 (83,168) 16.349,oog 16,4n.088 127,080
1~
~S 4,060.500 <4,e.a3.e81 (5,870)
f:
" 015,810 842.168 (73,842)
~~
"- 1.434,540 1,&43.060 58,525
f.
534.390 1,556,428 1,022.038 1 .03f.l ,080 2,789.<4Z2 858.442
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J 140,000 104,04G ~,951 1,706,150 1,009,511 ~,530
;1 847.130 ~1. 080 (54,850)
:~ 531,600 525,737 5,863 I
... I
,il 1,763,505 1,722,871 40.834
~;~ I
~ 8OQ,360 805.017 3,443 I
1,542,700 1,513,249 2Q,451
18,538.880 18,144.737 3Q4,143
0.140.750 0,002.864 137,880
6,115.en 5,~2,nO 172,007
0,067,826 8,975,070 01,8-i7
2,589,400 2,579,065 0.825
2,357.660 2,312,015 44,745
173,792 151,827 21,005 173,702 151,827 21,Q65
30,015 40,217 (10,202) 30,015 40,217 (10,202)
70,000 67.517 2.483 70.000 67,517 2,483
413.807 363,610 50.107 55.546.645 54.550,089 QQ5.lil56
0.016.045 O.n1,253 755.208 8.785,727 10,059,332 2,173,605
270,428 270,428 3,441.068 3,4QO,630 48,671
(13.84.8,020) (7,001,488) 6.846.5.32 (20,314,418) (10,307.718) 10.000,700
(13.sn.S02) (6.731,060) 6.840.5.32 (16.872.450) (6.817.070) 10.055,371
(4,561,547) 3,040.103 7,601,740 (8.086,723) 4,142.253 1 2,228,lil76
695.685 605.685 /)95.685 605,685
(174,003) (174,~)
114.372 114,372
(4.561,547) 3,735,878 8.2Q7,425 (8.086,723) 4,m,407 12,864,130
11.0470,308 11.470.3Q8 22.535,Q61 22,535,~1
(5.556,551) (5,556.551) (8,4P9.425) (8.04QQ,42S)
6,008.851 0,640.625 2,740.774 14 .440.238 18.813,S:M3 4.364.705
9
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. ",7,
CITY OF CLEARWATER. FLORIDA
COMBINED STATEMENT OF REVENUES. EXPENSES, AND CHANGES IN
RETAINED EARNINGS/FUND BALANCES - ALL PROPRIETARY FUND TYPES AND SIMILAR TRUST TYPES
YEAR ENDED SEPTEMBER 30. 1993 WITH COMPARATIVE TOTAL FIGURES FOR 1992
Proprietary Fund Types
InternaJ
Enterprise Service
Operating Revenues:
Sales to Customers
Service Charges to Customers
User Charges to Customers
Billings to Departments
RenWs
Contributions from Employ~s
Contributions from Employer
EMnings on Investments
Interest on Loans
State Tax on Insurance Premiums
Intergovernmental Revenues
Miscellaneous Reven~s
$
58.415.078
1 .072.652
3,894,956
18.511.760
1.499.404
64.882.090
18.511.760
Operating Expenses:
Personal Services
Purchases for Res..ue
Operating Materials and Supplies
Benefrt Payments
Refunds
Transportation
Util ity Service
Solid Waste Dumping Charges
Depreciation
Interfund Administrative Charges
Other Current Charges
12.650.422
11.351.705
1.922.684
5,183.550
1.578.053
453.816
Operating Income (L~s)
2.622.861
1.479.871
3.817.836
5.944.248
6.465,923
5.615.201
51.870.751
13.011.339
132.267
280.683
2.766.953
135.560
9.888.499
20.419.381
(1,907,621)
Nonoperating Revenues (Expenses):
Earnings on Investments
Interest Expense and Fiscal Charges
Amortization of Bond Discount and Issue Costs
Gain on Exchange of Assets
Loss&S on Sale of Assets
Losses from Writedowns and Replacements of Fixed Assets
Recycling Program Incentive Grant
Other
3.2n.699
(5.797.317)
(162.586)
868.594
(494,141)
(1'.930)
217.571
Income Before O~rating Transfers
(269.184)
99 .484
658.272
(2.193.632)
10.817.707
8.278
586.372
(1.321.249)
Operating Transfers In
Operating Transfers Out
Net Income Before Extraordinary Item
21.000
(2.793.058)
(2.772.058)
8.045.649
233.481
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233.48 1
(t .087.768)
ExtraordinN)/ltem - Loss on Early Extinguishment of D9bl
(5.145.536)
Net Income
2.900.1 13
(t .087.768)
Retained Earnings/Fund Balance. Beginning of Yel.lf
61.801.796
9.n4.899
Residual Equity Transfer In (Ou1)
Retained Earnings/Fund Balance. End of Year
$
64.70t .909
8.687.131
See 8Ccompanying notes to Financial Statements.
10
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Totals
Fiduciary Fund Types (Memorandum Only)
Pension Non-Expendable
Trust Trust 1993 1992
58.415.078 53.958.329
1.072.652 856.170
3.894.956 3.528.216 I
18.511.760 18,959.386 I
1.499,404 663.387 I
3.089.147 3.089.1 47 3.159.960 I
4.041.7905 4.041,796 4,271.170
20,332,894 3,154 20.336,048 20.092.054
25,920 25.920 29.797 f.
897.003 897.003 863.987 I
106.na 106. n8 16.637
3.553 37,CXX) 40,553 30,904
28.304.393 172.852 111.931,095 106.429 .997 I
17,833.972 17.568.098 I
, , 2,929.758 12,751.145 I
~ 2.376,500 2,298.675 I
I
~~ 5.937,761 5.937,761 6,112.292 I
329.485 329,485 225.334 I
,0 I
'! 2.755,128 3.034.795
~ I
I' 1,760,554 1,679.126 I
.~
3,817,836 3.648.614 I
, 8,711,201 8.321.374 I
" 6.601,483 6.214.856
873.40 1 I
144.<<1 , 6.521.542 13.829.107 1
7.140.647 144.441 79,575.220 75.683.416 I
21.223.746 28.411 32.355,875 30.746.581 I
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4.144,293 4.237.988 I
(6.291,458) (5,769.827) !
~1 (174.516) (173.nO)
t.
'( 217,571 (8.955)
:~
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~ (269,184) 142.089
'. 99,484 230.036 i
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< 666.550 401.557
(1,607,260) (942.488)
21.223.746 28,411 30.748,615 29,804.093
229,663 484.144 537.n1
(2.793,058) (3,222.036)
ri. 229,663 (2,308.914) (2,684,265)
~
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175,719.437 3.225.346 250.521,478 224,124.638
(722.988)
196.943,183 3,483.420 273,815.643 250.521 .478
11
CITY OF CLEARWATER, FLORIDA
1
~:~
COMBINED STATEMENT OF CASH FLOWS-
ALL PROPRIETARY FUND TYPES AND SIMILAR TRUST FUNDS
YEAR ENDED SEPTEMBER 30. 1993 WITH COMPARATIVE TOTAL FIGURES FOR 1992
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Cash Aows from Operating Activities:
Cash Received from Customers
Cash Received from Other Funds
Principal Collected on Loans and Advances
Grant Revenue
Interest Earnings on Loans and Investments
Cash Disbursed for Additional Loans and Advances
Cash Payments to Suppliers
Cash Payments to Employees
Cash Payments to Other Funds
Other Revenues
Net Cash Provided (Used) by Operating Activities
Proprietary Fund Types
Internal
Enterprise Service
S 64.544,364
97,790 18.511,760 ;
,
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(21,952,940) (8.928,784)
(12,673,631) (S.198,49n
(1 0,428.279) (1.093,91n
560 .955 168.553
20.148.259 3.459,115
21,000 233.481
(2,793.058)
..
'.'
70,026
(11,055)
(384.131 ) 534.495
(3.086.163) 756.921
(3.166.515) (2.060.720)
(4,319.473) (493.801)
(17,379.573) (718.237)
219,200
53,210.440 53.054
(53,210.440)
(n3,498)
8,726.735
4{)5.022
76.316 ,., .
.,
208.458
(16,222.528) (3,000.504) ,.
(265,216)
3.279.836 866,599
72.840
74.137 8.713
3,088.757 948.152
3.928.325 2.163.684
31,959.268 11.220.387
S 35,887,593 13,384.071
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Cash Aows from Noncapital Financing Activities:
Operating Transfers In
Operating Transfers Out
Contributions to Other Funds
Grant Revenue
Insurance Proceeds
Interest Paid
Loans (to) from Other Funds, Net
Net Cash Provided (Used) by NoncapitaJ Financing Activities
Cash Aows from CaprtaJ and Related Financing Activities:
Principal Payments on Debt
Interest Paid
Acquisition of FLXed Assets
Proceeds from Sales of Assets
Proceeds from Issuance of Debt
Cash Deposi1ed with Escrow Agent for Bond Defeasance
Payment of Bond Issue Costs
Contributions
()ther Funds
Other Governmental Entities
Property Owners
Developers
Net Cash Used for Capital and Related Financing Activities
Cash Flows from Investing Activities:
Purchase of Investment Securities
Interest on Investments
Cash Received on Receivables
Proceeds from the Sales and Maturities of Investments
Interest Rebatable to the U.S. Treasury
Net Cash Provided in Investing Activities
Net Increase in Cash and Cash Equivalents
Cash end Cash Equivalents at Beginning of Year
Cash and Cash Equivalents at End of Year
Soo accompanying noles to Financial Statements,
12
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Page 1 of 2
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CITY OF CLEARWATER. FLORIDA
COMBINED STATEMENT OF CASH FLOWS -
ALL PROPRIETARY FUND TYPES AND SIMILAR TRUST FUNDS
YEAR ENDED SEPTEMBER 30...1.993 WITH COMPARATIVE TOTAL FIGURES FOR 1992
Proprietary Fund Types
Enterprise
Internal
Service
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Reconciliation of Operating Income to Net
Cash Provided (Used) by Operating Activtties:
Operating Income (Loss)
(1.907,621)
$
13.011.339
Adjustments to Reconcile Operating Income
(Loss) to Net Cash Provided (Used)
by Operating Activities:
Other Revenue from Nonoperating
Section of Income Statement
Depreciation
Provision for Uncollectible Accounts
Amortizat ion
Miscellaneous Expense
Change in Assets and Uabilities:
Decrease (Increase) In Accounts Receivable
(Increase) in Loss Escrow
(Increase) in Mortgage Loans Receivable
Decrease (Increase) in Emergency Housing Loans Receivable
(Increase) in Due from Others
Decrease (Increase) in Amount Due from
Other Governmental Entities
Decrease (Increase) in Inventory
Decre.ase (Increase) in Prepaid Expenses
Decrease (Increase) in Property Held for Resale
Increase in Accounts and Contracts Payable
Increase (Decrease) in Rehabilitation Advances Payable
Increase (Decrease) in Deposits
Increase (Decrease) in Accrued Payroll
658.272
5.944.248
154,807
8.278
2.766.953
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591,423
(529.386)
129.691
(255.000)
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(64.159)
101.472 (43)
12.957 160,586
102.891 2.571.218
34.235
130.110 (14.947)
7.136,920 5.366,736
$ 20.148,259 3.459.115
Total Adjustments
Net Cash Provided (Used) by Operating Activities
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See accompanying notes to Financial Stlltements.
14
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Page 2 of 2
Fiduciary
Fund Type
Non-
Expendable
Trust
Totals
(Memorandum Only)
1993 1992
(142,679)
(21.516)
(105.890)
(399,695)
(255.000)
(142.679)
(21.516)
(105.890)
(728.406)
(65.000)
(191 .866)
765
(30.185)
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28,4 11
11,132.129
9.427.873
3.822
666.550
8.711.201
154.857
3.822
591 .423
365.807
8.321.374
207.250
73.135
CJ .000)
3.151
42.910
(64.159)
101 .429
173.543
(7.000)
2.677.260
42.910
34.235
115.163
1,292.705
(191.681)
(168.625)
45.000
2.416.571
(14.666)
(114.393)
235.490
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(227.202)
12.276.454
11.453.375
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(198,791)
23.408.583
20.881 . 248
15
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CITY OF CLEARWATER
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INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
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Note 1. Summary of Significant Accounting Policies ................................ 18
A. Reporting Entity . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . 18
B. Fund Accounting: ....,.........,................................... 19
Governmental Funds .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Proprietary Funds .................................................. 20
Fiduciary Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Account Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
C. Pooled Cash and Investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
D. Inventories..,.,..,.......,........................................ 24
E. General Fund Administrative Charges. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
F. Accrued Vacation and Sick Leave ..,................................... 24
G. Budgets and Budgetary Accounting . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
H. Self Insurance Program ... . . , . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
I. Statements of Cash Flows . .' , . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
J. Capitalization of Interest . . , . . , . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . 27
K. Application of FASB Pronouncements to Proprietary Funds ................... 27
L. Comparative Data .................,............,................... 27
M. Combined Financial Information .. . . , . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
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Note 2. Long-Term Debt
A. Summary of Transactions in Long-Term Debt .. . . . . . , . . . . . . . . . . . . . . . . . . . . . . 28
B. Summary of Debt Service Requirements. . . . . . , . , . . . . . . . . . . . . . . . . . . . . . . . . . 29
C. Obligations Under Lease Purchase Agreements ," . . . . . . . . . . . . . . . . . . . . . . . . . 29
D. Long-Term Debt. General Government .. , . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . 29
E. Long-Term Debt Proprietary Funds "" . . . . . , . , . . . . . . . . . . . . . . . . . . . . , . . . . 32
F. Advance Refundings ...., . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . 37
G. Sinking Fund for Term Bond Maturities. . . . , . . , . . . . . . . , . , . . . . . . . . . . . . , . . . . 38
H. Long-Term Debt. Debt Service Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
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Note 3. RestrIcted Assets) Proprietary Funds
A. Water and Sewer Utility Fund , , . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . 39
B. Gas Utility Fund , . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
C. Solid Waste Utility Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .'. . . . , . . . . 40
D. Stormwater Utility Fund ............,................................. 41
E. Toll Causeway and Bridge Fund. . . . . . , . . . . . . . . . . , . . . . . . . . . . . . . . . . . , . . . . 42
F. Yacht Basin and Marina . . , . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . '. . . . . . . 42
G. Parking System ,..........,....... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
H. Pier 60 Fund ,.,..,.................,..,......,.................... 42
I. Garage Fund ,. , . . . . . . . . , . . . . . . . . . . . , . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
J. Current Liabilities Payable from Restricted Assets. . . . . . . . . . . . . . . . . . . . . . . . . . . 43
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Note 4. Retirement Commitments
A. Defined Benefit Pension Plans ,......, . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
B. Police Supplemental Pension Fund .,.,............................,.... 48
C. Firemen's Supplemental Pension Fund. , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
D. Deferred Compensation Fund ..,..,.,........,...................,.... 50
E. Post Retirement Benefits ....,...'...............................,.... 50
Note 5. Fixed Assets . . . . . . . . , . , . , , . . . . . . . . . , , . . . . . . . . . . . . , . . . . . . . . . . . . ; . . . . . . 50
Note 6. Property Taxes . . . , . . . . . . , , . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . 51
16
CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30. 1993
Note 7. Segment Information for Enterprise Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
No1e 8. Interfund Payables and Receivables (Current) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Note 9. Contingencies and Commitments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Note 10. Individual Fund Notes
A. Capital Improvement Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
B. Water and Sewer Utility Fund .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
C. Toll Causeway and Bridge Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
D. Atrium Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
E. Garage Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
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Note 12.
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Fund Deficits ........................................................ 55
Residual Equity Transfers Between Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
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Contributed Capital - Proprietary Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
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Subsequent Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Pending LItigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Extraordinary Item .................................................... 57
Joint Venture with PACT, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
Note (1) Summary of Significant Accounting Policies
The accounting and reporting policies of the City of Clearwater, Florida, 1he City', relating to the funds
included in the financial statements conform to generally accepted accounting principles of state and local
governments. The following represent the more significant accounting and reporting policies of the Crty:
Note (1 A) ReportIng Entity
These financial statements incorporate all funds and account groups under the direct control of the Crty,
as well as the ClearNater Downtown Development Board (DDB), and the Community Redevelopment
Agency (CRA). Both the DDB and the CRA are separate entities created by the Clearwater City
Commission under the provisions of Florida Statutes Chapters 70-635 and 163, respectively. Both entities
exist to promote and encourage economic development in the downtown area. The DDS has separate
ad valorem taxing authority and the CRA is funded with tax increment revenues as provided by the
appropriate respective enabling legislation. Management believes that both entities meet the criteria
established by NCGA Statement No 3, .Defining The Governrnental Reporting Entity., and the subsequent
NCGA interpretation No. 7 for inclusion in the City's Comprehensive Annual Financial Report as
component units. ,l\ccording to Statement NO.3 and the subsequent NCGA Interpretation No.7, the basic
criteria to be used in deciding I,','hether to include an entity is the exercise of oversight responsibility over
the entity by the City's elected officials. Oversight responsibility includes, but is not limited to, the
following: financial interdependency, selection of governing authority, designation of management, ability
to significantly influence operations, and accountability for fiscal matters. The fact that the DDS and the
eRA both depend on City ordinances for their existence is strong evidence of oversight responsibility.
Financial statements for bottl entities are included as separate special revenue funds in this report.
Each of the following entities has tjeen considered for inclusion in tl"le reporting entity. At this point in
time, management does not believe that any of them evidence sufficient manifestations of oversight
responsibility as outlined above to justify inclusion in the reporting entity. Management continues to
monitor the circumstances surrounding each agency for significant chc:mges which would be reason to
include them in a future report.
Clearwater Housinq Authority (CHA)
This is a public housing authority created under Section 42'1.04 of the Florida Statutes. The
agency receives the bulk of its funding from the Federal Department of Housing and Urban
Development (HUD). and reports in accordance '.'lith policies and procedures prescribed by
HUD. The City has no financial interdependency or accountability for fiscal matters. Even
though the CHA Board members are appointed by the Mayor of Clearwater, this process does
not involve the other eiected City officials. Furt(:8f, there is no evidence of ability to signfficantly
influence operations of the authority. Based on the above, management believes oversight
responsibility is insuf1icient to justify inclusion in Ul8 reporting entity.
PACT, Inc.
As described in detail in Note 17, the City r125 an on gOing relationship with PACT, Inc., a
corporation formed to finance, construct, and operate a performing arts center on a parcel of
donated land in east Clearwater. PACT, Inc.. selects its own Board of Directors, hires its own
management, makes its own operating decisions, and functions completely independent of the
City. While there is some evidence of financial interdependency, there are virtually none of the
other manifestations of oversight responsibility referenced above, and management continues
to believe that PACT, Inc. should not be considered as a component unit of the Crty,
Nevertheless, the relationship may be appropriately considered a joint venture as defined by
NCGA Statement No.7. "Financial Reporting For Component Units Within The Governmental
Reporting Entity'. Tt18 appropriate additional disclosures, as well as a complete discussion of
the specific terms of the relationship, can be found in Note 17.
18
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Governmental Funds
The City accounts for those traditional governmental activities
revenues through the use of various governmental funds,
governmentallunds are:
financed primarily from tax
The basic distinctions of
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
Note (1 B) Fund Accounting
The accounts of the City are organized on the basi~ of funds and account groups, each of which is
considered to be a separate accounting entity. The operations of each fund are accounted for by
providing a separate set of S8 If-balancing accounts which comprise rts assets, liabilities, fund equity,
revenues and expenditures, or expenses as appropriate. The various funds are grouped by generic type
and three broad fund categories in the financial statements. The types of funds maintained by the City
are as follows:
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Measurement Focus: Governmental funds are accounted for on a spending or "financial floW-
measurement focus. Thus, only current assets and current liabi!ities are generally included on
their balance sheets, TIie reponed fund balance representing net current assets reflects
"available spendable resources' at the balance sheet date. The operating statements of
governmental funds report the changes in net current assets (available spendable resources)
during a period of time, the increases consisting of revenues and other financing sources and
the decreases consisting of expenditures and other financing uses. Accordingly, long-term
debt and fixed assets are segregated from the accounts of these funds and shown separately
in the General Long-Term Debt and the General Fixed Assets Account Groups.
Advances To Other Funds: Long.term advances receivable from other funds are reported on
the balance sheets of governmental funds even though they do not consti1ute current assets.
In order to exclude such assets from consideration as "available spendable resources," an
equivalent amount of fund balance is designated as reseNed.
Encumbrances: Governmental funds employ the use of encumbrance accounting wherein
purchase commitments are recorded as they are made in order to reserve that portion of the
applicable appropriations. Encumbrances remaining outstanding at year-end do not constitute
expenditures or liabilities. Fund balances are reserved in an amount equal to the total of
outstanding encumbrances. As described in Note 1 (G), the budget comparisons of certain
funds are presented on the budgetary basis, which differs from generally accepted accounting
principles. In these presentations, encumbrances are treated as expenditures in the year when
the commitment is made rather than the year of liquidation.
Depreciation: There is no depreciation recorded for the use of fixed assets in governmental
funds.
Basis Of AccountinQ: Governmental Funds use the modified accrual basis of accounting,
whereby expenditures, other than unmatured principal and interest on general long-term debt,
are recognized in the accounting period wlien the liability is incurred, i1 measurable, and
revenues and other resources are recognized in the accounting period when they become
available and measurable. Revenues are considered to meet the availability test if they are
collectible wittlin the current period or soon enough thereafter for use in payment of liabilities
of the current period, Cer1ain grants are recognized prior to receipt of the monies where
appropriate under tlle terms of the agreement with the grantor. General Fund accrued
revenues consist primarily of utilities service taxes and franchise taxes.
19
CITY OF CLEARWATER
"
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
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Reserves: Reserves have been established for open encumbrances at year-end, for debt
service requirements, in accordance with applicable bond indenture covenants, for long-term
interfund advances, and in other cases to reflect legal restrictions which limit the City's
spending discretion.
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The following are trle City's governmental fund types:
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General Fund: The General Fund is the general operating fund of the City. All financial
transactions and special assessments not properly accounted for in other funds are accounted
for in the General Fund.
Special Revenue Funds: Special Revenue Funds are used to account for revenues derived
from specific sources. Such revenues are usually required by law or regulation to be
accounted for separately and spent for particular purposes.
Debt Service Funds: Debt SeNice Funds are used to account for the accumulation of
resources for, and the payment of, interest and principal on the City's General Long-Term Debt,
which is not the liability of Proprietary Funds.
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Capital Profects Funds: Capital Projects Funds are used to account for the acquisition and
construction of capital facilities and other fixed assets.
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Proprietary Funds
Propriet8ry Funds are used to account for the City's organizations and activities which are
similar to those found in the private sector. The basic distinctions of proprietary funds are:
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Basis of Accountin~: Proprietary Funds use the full accrual basis of accounting. Revenues
are recognized in the period in which they are earned, and expenses are recognized in tt1e
period in which the liabilities are incurred.
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Measurement Focus: Proprietary funds are accounted for on a cost of services or 'capnal
maintenance" measurement focus, Therefore, all assets and liabilities, regardless of whether
they are current or noncurrent, are presented on the balance sheet. Fund equity, consisting
of net total assets, is segregated into contributed capital and retained earnings segments. The
operating statements of these funds reflect revenues, expenses, and other sources and uses
which account for changes in net total assets during the period.
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Valuation Of Fixed Assets: Property, plant and equipment owned by Proprietary Funds are
stated at cost except for certain water and sanitary sewer lines of the Utility System which were
donated to the City by contractors and subdivision developers. These lines are stated at their
estimated cost to the contractors and subdivision developers which should approximate fair
market value at the date of donation. Depreciation is recorded over the estimated useful lives
using the straight-line method. (See Note S.) For all assets, depreciation expense includes
amortization of assets recorded under capital leases. When property is disposed. the related
cost and accumulated depreciation are removed from the accounts with gains or losses on
disposition being reflected as non-operating revenue or expense.
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Reserves: Retained Earnings ~Iave been reseNed for debt seNice requirements. Reserves
have also been established to reflect legal restrictions which limit the City's spending discretion,
20
General Fixed Assets Account Group: This account group accounts for all fixed assets of
the City's Governmental Funds. Assets purchased are recorded as expenditures in the
General Fund, Special Revenue Funds and Capital Projects Funds and are capitalized at cost
in the General Fixed Assets account group. Generally accepted accounting principles provide
an option whether infrastructure improvements such as streets, bridges and drainage systems
are capitalized in the General Fixed Assets account group. The City has elected to capitalize
these improvements. No interest capitalization or depreciation is recorded on General Fixed
Assets. Contributed assets are stated at estimated fair market value on the date contributed,
or in the case of assets contributed by developers, at estimated cost to the developer which
should approximate fair market value.
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
The following are the City's proprietary fund types:
Enterprise Funds: Enterprise Funds are used to finance and account for the acquisition,
operation and maintenance of governmental facilities and services that are supported primarily
by user charges.
Internal Service Funds: Internal Service Funds are utilized to finance and account for service
and commodities furnished by a designated department to other departments within the City
or to other governments on a cost-reimbursement basis.
Fiduciary Funds
Trust and Agency Funds are utilized to account for resources that are managed in a trustee
capacity or as an agent for other parties and/or other funds. These include Nonexpendable
Trust, Pension Trust, and Agency Funds. Nonexpendable Trust and Pension Trust Funds are
accounted for substantially in the same manner as proprietary funds with a 'capital
maintenance' measurement focus and employment of the accrual basis of accounting. Agency
Funds are not concerned with measurement of operating results, being essentially concerned
with a custodial responsibility; assets and liabilities are measured on the modified accrual
basis.
Reserves for Retirements have been established for the payment of future benefits. Reserves
for Retirements for defined contribution plans are equivalent to the net assets of the plan, and
for defined benefit plans they are equivalent to the net assets of the plan, not to exceed the
actuarial determined liability of such plans.
Account Groups. General Fixed Assets and General Lonq.Term Debt
General Lonq.Term Debt Account Group: This account group accounts for Long-Term Debt
and Compensated Absences which are liabilities of Governmental Funds but not payable from
currently available expendable financial resources.
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CllY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1993
Note (1 C) Pooled Cash and Investments
The City utilizes a consolidated cash pool to account for cash and investments of all City funds other than
those which are required by ordinance to be physically segregated. The consolidated cash pool concept
allows each participating fund to benefit from the economies of scale and improved yield which are
inherent to a larger investment pool. Formal accounting records detail the individual equities of the
participating funds. The cash pool utilizes a single checking account for all City receipts and
disbursements.
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All individual fund cash equity in a deficit (overdraft) position with respect to the consolidated cash pool
are reclassified at year-end to short-term interfund payables to the Capital Improvement Fund, the fund
selected by management to reflect the offsetting interfund receivables in such cases.
The City has an agreement with its depository bank to provide that all excess cash is swept daily and
automatically into an overnight repurchase agreement which pays interest at V4% less than the daily
federal funds rate (3.25%) at September 3D, 1993, with no requirement for a minimum compensating
balance. The collateral for this continuing repurchase agreement as of September 30, 1993 was
$10,000,000 of United States Treasury Notes at 5.375% due 4/30/94. This collateral security is being held
by the Federal Reserve Bank of Jacksonville jointly in the name of the depository bank and the City so
that approval of both parties is required to liquidate or otherwise dispose of the securities. Market value
of the collateral securities was 810,106,000 on September 30, 1993.
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Under Cny Charter and related resolutions, consolidated cash pool investments are limited to the
following: United States Government Securities, Certificates of Deposn in Local Sanks, Repurchase
Agreements, Savings Account in Local Banks, Federal Government Agency Securities, Municipal bonds
(Other than City of Clearwater issues), State of Florida Bonds, and County Bonds issued by Counties in
Florida.
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Investments being held outside of the consolidated casrJ pool are escrowed debt service investments and
employee retirement investments. Permissible escrowed debt service investments are specifically defined
in each individual debt instrument, but generally follow the same limitations which apply to consolidated
cash pool investments. The City maintains five different employee retirement programs, and each one
has its own list of permitted investments. Generally, each plan allows the same type of investments as
the consolidated cash pool, but additionally allows some portion of ns assets to be invested in stocks,
bonds, and notes of domestic corporations which are listed on one or more of the recognized national
stock exchanges.
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Governmental Accounting Standards Board (GASS) Statement Number 3 requires certain disclosures for
deposits and investments, including management's determination of custodial credn risk, defined as
follows:
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For deposits, the bank balance must be categorized as follows:
Category 1: Insured or collateralized with securities held by the City or its agent in the City's name.
Category 2: Collateralized with securities held by the pledging financial institution's trust
department or agent in the City's name.
Category 3: U ncollateralized.
For investments other than deposits, the following categories apply:
Category 1: Insured or registered, or held by the City or its agent in the City's name.
22
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1993
Category 2: Uninsured and unregistered. held by the counterparty's (purchasing agent's) trust
department or agent in the City's name.
Category 3: Uninsured and unregistered, held by the counterparty its trust department or agent,
but not in the City's name.
As described above, the City's depository banking agreement provides for the investment of all excess
cash daily into a collateralized repurchase agreement, whereby all deposits deemed to be collected are
automatically deposited. City deposits consist of relatively small cash balances held by Debt Service
Trustees and Employee Retirement Custodians. The bank balances equal the carrying amount for these
deposits, and management's classification of custodial credit risk is indicated in the table below. Because
these amounts are part of the trustee's and custodian's composite account, they are classified along with
investments on the balance sheet.
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Managed Mutual Funds and the ICMA and PEBSCO Retirement Trust Section 457 Investment Pool
investments and guaranteed investment contracts are not susceptible to being classified by risk category,
and are not required to be classified by GASB Statement 3. Management has classified all other
investments into Category 1, with the exception of certain employee retirement investments which are
being held by the financial institution which is also serving as investment manager, and certain escrowed
debt service investments which are being held by the financial institution from which they were purchased.
The carrying value for all investments is cost or amortized cost, except for investments in the leMA
Retirement Trust Section 457 Investment Pool. which are reported (and recorded) at market value only,
The general employee's pension plan has invested in fixed rate guaranteed investment contracts which
are backed solely by the ful! faith and credit of issuing companies.
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Consolidated Cash Pool Deposits and Investments:
Overnight Repurchase Agreement
SBA Loans
Federal Home Loan Bank Notes
Federal National Mortgage Associ ation Notes
Federal Farm Credh Bank Notes
U.S, Treasury Notes and Bonds
FHLMC
Money Market Accounts
Accrued Interest on Investments
Less Outstanding Checks at 9/30/93
$ 4.419.000 $
2.622
28,526.886
10,513.713
2,000.000
51.732.9D4
2.895.135
388,385
1,519,616
(261.444)
4,419,000
2,622
28,804,431
10,667,326
2.019,050
52.946,003
2.927,795
388.385
1,519,616
(261 ,444)
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Summary of deposi1s and investments, including management's assessment of custodial credit risk,
follows:
Carrying
Value
Market
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Deposit Credh
Risk Cateaory
Investment
Credit
Risk Cateqory
N/A
N/A
Total Cash Pool Equity
101.736,817 103,432,784
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II. Construction Fund and Debt Service Deposits
and Investments:
Corporate Cash Management Fund
Municipal Bonds
u.s, Treasury Notes and Bonds
Total Construction Fund and Debt Service
Deposits and Investments
28.032 28,032 N/A
650.000 719,102
6,926,356 7,626,425
7,604,388 8,373,559
23
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
~..:
Investment
Carrying Market Deposit Credit Credit
Value Value Risk Cateqory Risk Cateqory
III. Employeo Retirement Deposits a:ld Investments:
Cash on Deposit with Custooian 14.113 14,113
Money Market Accounts 15.231,029 15.231.027
Guaranteed Investment Contracts 35.772,195 35,n2,195 N/A
Domestic Corporate Equity Securities 87.249,762 116,544,9C-8 1
U.S, Treasury Bills and Notes 16,540,477 17,524,773 1
Domestic Corporate Bonds 13,667,513 14,182,348 2
Managed Mutual Funds 5.875,782 6,450.486 N/A
U.S. Federal Agencies 16.259,173 16,199.073 2
ICMA Retirement Trust Section 457 Investment 10.962,665 10,962.665 N/A
PEBSCO Retirement Investmen~ Pool 1 .299,238 1.299.238 N/A
Total Employee Retirement Investments 202.871.947 234.180,826
Total Deposits and Investments, All Funds $~12,213,'52 $345,987.169
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Inventories of proprietary funds are stated at cost and valued on the first-in first-out (FIFO) basis. In
governmental funds, inventory items such as materials and supplies, are accounted for under the
purchases method, which provides 11, at expenditures are recognized when the inventory item is
purchased.
Note (1 E) General Fund Administrative Charges
The General Fund charges Proprietary Funds for their proportionate share of the costs of general
government operations. TIle amounts charged to Ulese Proprietary Funds are based on relative net
expenditures (after deducting all interfund transactions).
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Note (1 F) Accrued Vacation And Sick Leave
Full-time permanent employees earn a paid vacation period of two calendar weeks after one year of
service, increasing on a graduated scale to a maximum vacation period of four calendar weeks per year
after 18 years of seNice. Employees may accumulate unused vacation not exceeding one current year
of vacation credit. Sick leave is accumulated at approximately 10 hours per month. Upon retirement from
City service an employee may, under certain circumstances, be paid one-half of his accumulated unused
sick leave.
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Pursuant to the requirements of Financial Accounting Standards Board Statement No. 43, "Accounting
for Compensated Absences,' it is the City's policy in its Proprietar; Funds to reflect on an accrual basis
the amounts of earned but unused vacation leave and that portion of earned but unused sick leave
estimated to be payable upon retirement.
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In accordance with Statement NO.4 of the r~ational Council on Governmental Accounting, accumulated
unpaid vacation and sick pay are subject to accrual in Governmental Funds to the extent that such
amounts would normally be liquidated with expendable available resources on hand at the close of the
fiscal year. The remaining portion of the liability is to be reflected in ttle General Long-Term Debt Account
Group,
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With respect to the current fIscal year, management has determined that no material amounts of
accumulated unpaid vacation and sick leave at the close of the year will be liquidated with expendable
available resources; therefore the entire liability for such leave pertaining to the Governmental Funds is
reflected in the General Long-Term Debt Account Group.
24
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEM BER 30, 1993
Note (1 G) Budgets And Budgetary Accounting
Annual budgets are legally adopted for the City's General Fund and for the Special Development Fund,
the Clearwater Downtown Development Board Fund and the Community Redevelopment Agency Fund.
The City of Clearwater observed the following procedures in establishing the budgetary data for the
General Fund and Special Development Fund, as reflected in the financial statements:
On July 1, 1992, the City Manager submitted to the ClearNater City Commission proposed budgets for
the fiscal year commencing October 1. 1992 and ending September 30, 1993. Public Hearings were held
on September 3, 1992 and September 17, 1992 at tt18 Clearwater Commission Chambers to obtain citizen
comments. On September 17, 1992 official budgets were legally adopted by Ordinance No. 5281-92.
Subsequent quarterly budget amendments were adopted on March 4,1993 (Ordinance 5345-93) and July
17, 1993 (Ordinance 5402.93). The final amended budget was adopted October 7, 1993, (Ordinance
5479-93). The budget for the Special Development Fund is adopted on a basis consistent with GAAP,
and appropriations lapse at year-end. Appropriations for open encumbered purchase orders at year-end
in the General Fund do not lapse, but rather continue until liquidated or otherwise canceled by City
Commission action. On the General Fund budgetary comparison statements, actual expenditures have
been adjusted to include end of year encumbrances and to exclude beginning of year encumbrances to
provide for a meaningful comparison. Except for the treatment of encumbrances and certain transactions
relating to interfund loans, the General Fund Budget is adopted on a basis consistent with GAAP, and all
non-encumbered appropriations lapse at year.end.
The level of budgetary control established by the legislative body, that is Ule level on which expenditures
may not legally exceed appropriations, is the j;Jdividual fund. In accordance v.'ith provisions of Ordinance
5025-90 and with Section 2.519(4) of the Clearv.Jater Code, the City Manager may transfer part or all of
any unencumbered appropriation balance among programs within an operating fund, provided such
action does not result in the discontinuance of a program. Such transfers must be included in the next
budget review presented to the City Commission, Upon detailed written request by the City Manager, the
City Commission may by ordinance transfer part or all of any unencumbered appropriation balance from
one fund to another.
As established by administrative policy, department directors may transfer money from one operating
code to another within a division without a formal written amendment. with the exception of central service
charges and employee expense codes. Formal requests for budget amendments from department
directors are required for transfers in personal service codes, capital expenditures, transfers and reserves.
Thus, certain object classifications \Nithin departmental and/or divisional budget appropriations are subject
to administratively imposed controls In addition to the legal controls imposed by City Commission action
described above.
The annual budget for the Clearwater Oownto\'/f1 Development Board Fund is adopted annually by the
members of that board in accordance with state law. For the current year, this budget was officially
adopted on September 14, 1992, following a public hearing on that date. This budget is adopted on a
basis consistent with GAAP, and the level of budgetary control is the total fund.
The annual budget for the Community Redevelopment Agency is adopted annually by the trustees of that
agency in accordance with state law. For the current year, this budget was officially adopted on
September 16, 1992, following a public hearing on ttlat date. This budget is adopted on a basis
consistent with GAAP, and the level of budgetary control is the total fund,
25
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30,1993
Budget amounts presented in the accompanying financial statement reflect all amendments adopted by
the City Commission and the governing boards of component units. All amendments were adopted in
conformance with legal requirements. Individual amendments, as well as the net effects of all
amendments during the fiscal year, were not material in relation to the original appropriations for the
governmental funds in the aggregate.
Budgets are also adopted annually by the Clearwater City Commission for the Enterprise Funds, all
Internal Service Funds, the Capital Improvement Fund and the Special Programs Fund. Budgetary
comparisons for the Enterprise and Internal Service funds are not required by NCGA Statement NO.1 for
the general purpose financial statements and are not included in this report. Budgets for the Capital
Improvement and Specirll Programs Fund are adopted on a multi-year completed program basis, where
budgetary appropriations do not lapse at year-end, but may extend across two or more fiscal years. A
comparison of annual results with these budgets would not be meaningful and is therefore not included
in this report. The excess of revenues and other sources over expenditures and other uses for the
Special Programs Fund is shown as a reconciling item near the bottom of the combined budgetary
comparison statement (pages 8 and 9 of this report),
All City Commission adopted budgets are integrated into the formal accounting system to allow for
monthly comparison of projected and actual experience in ali funds for Wllich budgets are adopted.
Note (1 H) Self Insurance Program
The City is self insured within certain parameters for losses arising from claims for property damage,
general liability, auto liability and physical damage and 'Norkers' compensation. Insurance coverage is
currently maintained to indemnify the City for losses in excess of certain specific retentions and up to
specified maximum limits in the case of claims for property damage and workers' compensation. In
addition, prior to July 1. 1988, a layer of insurance coverage (most recently in the amount of $1,000,000)
was in effect that provides reimbursement to the City whenever claim payments within the specrtied
retained risk levels exceed, in the aggregate for the year to If/hich coverage applies, an annual amount
specified in the relevant insurance policies. This coverage applies to all categories of claims for which
the City is partially self insured provided the event giving ris e to the claim occurred prior to July 1, 1988.
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The transactions relating to the self insurance program are accounted for in the Central Insurance Fund,
an Internal Service Fund. The billings by the Centrallnsura;,ce Fund to the various operating funds (the
interfund premiums) are reflected as quasi-external transactions in the accompanying financial statements.
Based upon the criteria provided in Financial Accounting Standards Board Statement No.5, a liability has
been established wittl an offsetting charge to appropriate e;:<p-9nse accounts for estimated losses due to
claims arising out of events th at have occurred and been re ported to the City's representatives as of the
close of the fiscal year. In a Slmlia, manner, provision has been made for estimated losses resulting from
claims incurred but not report ed.
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During fiscal year 1988-89. the City Commission authori2ed the establishment of a special health
insurance stabilization fund to guard against future substantial increases in health care costs. The current
accumulated balance in this fund is $2,224,071 which represents S558,102 refunded from insurance
carriers and $1.665,969 contributed by departmental billings during the current and three immediately
preceding fiscal years in excess of insurance premium expense actually incurred during those three years.
This fund is a component of the unreserved retained earnings balance of the Central Insurance Fund at
September 30, 1993. The City is not currently self-insured wiHl respect to major medical coverage.
26
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
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Note (11) Statements of Cash Flows
For purposes of the statements of cash flows, investments with original maturities of three months or less
are considered to meet the definition of cash equivalents. The majority of the investments in which the
City's proprietary and nonexpendable trust funds have an equity are held by the City's consolidated pool
of cash and investments. Since fund equities in this cash management pool have the general
characteristics of demand deposits in that additional funds may be deposited at any time and also funds
may be withdrawn at any time without prior notice or penalty, each fund's equity account is considered
a cash equivalent regardless of the maturities of investments held by the pool. Those funds which have
deficit (overdraft) positions with the pool treat such deficits as interiund pay abies to the City's Capital
Improvement Fund as explained in Note 1 (C),
Note (1J) Capitalization of Interest
In compliance with the requirements of Financial Accounting Standards Board Statement No. 62, it is the
policy of the City to r,=3pitalize all interest costs of tax exempt borrowings, the proceeds of which are
externally restricted to the financing of the acquisition of specified qualifying assets, less any interest
earned on the temporary investment of the proceeds of such borrowings until the specified qualifying
assets acquired with the borrowings are ready for their intended use. For other projects, the City follows
the provisions of Financial Accounting Standards Board Statement No. 34 and capitalizes interest costs
incurred during the construction period. This policy is applicable to the proprietary funds; it is not applied
to general fixed assets. During the fiscal year, 57,357,383 of interest cost was incurred in the proprietary
fund types. Interest capitalized, net of earnings on related investments, was S661, 785.
Note (1 K) Application of FASB Pronouncements to Proprietary Funds
The City has elected to implement the provisions of GASB Statement 20 with regard to the application
of FASB Pronouncements to its proprietary funds. In accordance with the provisions of GASB Statement
20, the City has elected to not apply those FASB statements and interpretations issued after November
3D, 1989.
Note (1 L) Comparative Data
Wherever possible, the accompanying financial statements include comparative total data for the prior
year in order to provide a better understanding of changes in the City's overall financial position and
results of operation. Certain prior year balances have been reclassified to conform with current year
presentations.
Note (1 M) Combined Financial Information
The total columns included in the combined financial statements which are captioned .Memorandum Only.
represent a summation of the amounts presented in the columns by fund type and account group. Such
totals do not eliminate interfund transactions, and are included for informational purposes only. They are
not intended to present financial position, results of operations or cash flows for the governmental unit
as a whole in conformance with generally accepted accounting principles.
27
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1993
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Note (2A) Summary of Transactions in Long-Term Debt
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Group
Debt Payable at October 1,
1992
New Debt Issued:
Lease Purchase Contracts
for Equipment Acquisition
Net Change in Accrued Compensated
Absences
Debt Retired
Debt Payable at September 30, 1993
Proprietary Funds
Debt Payable at October 1, 1992
New Debt Issued:
Revenue Bonds
Lease Purchase Contracts for
Equipment Acquisition
Increase in Book Value of Capital
Appreciation Bonds Due to
Interest Accretion
Debt Retired
Unamortized Discount and Issue Costs
Debt Payable at September 30, 1993
1,465,830
(51,265.119)
(1.405.753)
$100.788.605
(2.218,?31)
(28,574)
S7,156,968
1,465,830
(53,483,850)
(1 ,434,327)
. $1 07.945,573
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Outstanding debt in the above schedule is not adjusted for amounts accumulated in sinking funds for
term maturities of revenue bonds (par value S239,260 for General Long-Term Debt Account Group and
$4,860,740 for Proprietary Funds).
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General
Obligation
Bonds
Revenue
Bonds
Notes,
Mortgages,
Loan Pool
Agreements &
Contracts
Total
CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
Note (2B) Summary of Debt Service Requirements (All Outstanding Indebtedness as of September
30, 1993, Including Interest Payments of S 107,339,453)
1994 S123,615 $ 9,282.427 S 3,303,411 $ 12,709,453
1995 123,457 9,173,990 2,871,627 12,169,074
1996 118,114 9,223,773 2,291,193 11,633,080
1997 117,580 9,228,903 1,771,838 11,118,321
1998 131,280 9,043,836 359,1 54 9,534,270
Thereafter 138.915 161.122.011 35.086 161 ,296,012
S752.961 $207.074.940 810.632.309 5218,460.210
Notes (2C) Obligations Under Lease Purchase Agreements
Future minimum lease payments under lease purchase agreements are as follows:
Year Endinq Sept. 30
Amount
1994
1995
1996
1997
1998
S2,241,172
1,816,386
1,242,494
729,136
1 62.329
6,191,517
Deduction of the Amount of Imputed
Interest Necessary to Reduce Net
Minimum Lease Payments to Present Value
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S5.620.527
Obligations under capital leases are included as a component of the balance under the caption
Mortaaqes, Notes, Loan Pool Aqreements and AcquiSition Contracts Pavable on the City's Combined
Balance Sheet.
Note (20) Long-Term Debt, General Government
Accrued Compensated Absences
Long-term portion of accrued vacation and sick pay for governmental funds, as
required by NCGA Statement NO.4.
$ 3.109,875
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Serial Bonds Payable
General Obligation Bonds, 1978 Series. interest and principal payable from ad
valorem taxes. maturing serially from January 1. 1994 to January 1, 1999. interest
rates 5.55% to 5.80%
635,000
29
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CITY OF CLEARWATER
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INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
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Public Service Tax and Bridge Revenue Bonds, Series 1985, maturing serially from
December 1, 1993 to December 1, 1998, with interest rates varying from 7.75% to
8.75%. The amount shown here represents 33.065% of the serial portion of the total
issue. The amount representing 33.065% of the term portion of the total issue is
included in the balance of term bonds payable within the general long.term debt
account group. The remainder of this issue, both term and serial portions, is
reflected in the Toll Causeway and Bridge Fund (40.541 %) and in the Parking System
Fund (26.394%). The bonds have serial maturities ranging from $475,000 at 7.75%
due December 31, 1993 to $700,000 at 8.75% due December 1, 1998, and term
bonds totaling $1,740,000 at 9.125% due December 1,2005. Funds are being held
in a sinking fund as described in Note (2G) to assist in the 2005 maturity.
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Community Redevelopment Agency of the City of Clearwater Tax Increment and
Lease Revenue Bonds, Series 1986, maturing serially from October 1, 1994 to
October 1, 2000, with interest rates varying from 7.4% to 8.4%. Interest and principal
payable from tax increment revenues and from lease revenues.
435,000
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Community Redevelopment Agency of the City of Clearvvater Tax Increment Revenue
Bonds, Series 1987, maturing serially from September 1, 1994 to September 1 , 1 997,
with interest rates varying from 7.75% to 8.30%. Interest and principal payable from
tax increment revenues.
580,000
Total Serial Bonds Payable
2.799,006
Term Bonds Payable
Public Service Tax and Bridge Revenue Bonds, Series 1 985, maturing December 1,
2005 with interest at 9.125%. The amount shown here represents 33.065% of the
term portion of total issue. The remainder of the issue is reflected in the Toll
Causeway and Bridge Fund (40.541 %) and in the Parking System Fund (26.394%).
The bonds have serial maturities ranging from S4 75,000 at 7.75% due December 31,
1993 to $700,000 at 8.75% due December 1, 1998. and term bonds totaling
$1,740,000 at 9.125% due December 1, 2005. Funds are being held in a sinking fund
as described in Note (2G) to assist in the 2005 maturity.
575,330
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Community Redevelopment Agency of the City of Clear.vater Tax Increment and
Lease Revenue Bonds, Series 1986, with interest and principal payable from Tax
Increment Revenues and Lease Revenues, maturing October 1, 2006, with interest
at 8.50%.
1,190,000
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1 ,765.330
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Contractual obligation arising from lease agreement with Pier Pavilion, Inc., lessee,
dated July 3, 1980, providing for reimbursement by the City to the lessee for certain
structural improvements to the Pier Pavilion up to a limit of $50,000; obligation is
being satisfied by allowing a credit of $4,161 each year against rentals owed to the
City by lessee under the terms of the lease.
4,161
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Pool Loan Agreement with First Florida Governmental Financing Commission
authorized by the City Commission on July 2, 1987 through adoption of Ordinance
4437-87; provides for repayment of principal in annual installments ranging from
$40,000 to $55,000 from July 1, 1992 to July 1, 1997; interest on installments ranges
from 5.75% to 6.70% and is payable semiannually; City is further obligated to pay
certain additional payments. including its proportionate share of the fees of the
Commission as well as those of the Trustee, Registrar and Paying Agent created
pursuant to the terms of the Revenue Bonds issued by the Commission to provide
the funds for making the pool loans, and in addition all fees and expenses of the
Commission or Trustee that relate to this Loan Agreement; collateralized by non-ad
valorem revenues or other legally available funds of the City. Loan was obtained to
finance the purchase of an advanced multi-purpose fire fighting vehicle.
200,000
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D. 1993
Pursuant to certain Master Lease Agreemen:s. the City has entered into Lease
Purchase Agreements for the purchase of automotive and other types of equipment
for the use by the operating departments of trle General Fund. These agreements
provide for 20 quarterly payments ranging in amount from $671 to $11,102, The cost
of the equipment at the inception of the leases was $2,024,404 with interest imputed
thereon of $334.285, the effective rates ranging from 6.15% to 8.60%.
1,339,985
Pool Loan Agreement with City of Gulf Breeze Florida Local Government Loan
Program authorized by the City Commission on December 15, 1988, through
adoption of Ordinance 4728-88; provides for repayment of principal in 120 monthly
payments of $8,167 from February 1, 1989 to January 1. 1999; interest is payable
monthly at the floating rate determined by the Loan Program Financial Advisor
sufficient to pay the proportionate share of program interest, costs and expenses
(3.6% at September 30, 1993); the interest rate shall not exceed twenty-five percent
(25%) per annum, exclusive of amounts charged for costs and expenses of the loan
program; collateralized by proceeds of ttle local government half-cent sales tax. Loan
was obtained for the financing (or refinancing) of the cost of acquisition of the Vogel
Property tract for park purposes,
fJ--,.. 514,500-~
Pool loan Agreement with City of Gulf Breeze Florida Local Government Loan
Program authorized by the City Commission on December 15, 1988, through
adoption of Ordinance 4729-88; provides for repayment of principal in 120 monthly
. payments of $3,458 from February 1, 1989 to January 1. 1999; interest is payable
monthly at the floating rate determined by tile Loan Program Financial Advisor
sufficient to pay the proportionate share of program interest, costs and expenses
(3.6% at September 3D, 1993); the interest rate shall not exceed twenty-five percent
(25%) per annum, exclusive of amounts charged for costs and expenses of the loan
program; collateralized by proceeds of the local government half-cent sales tax. Loan
was obtained for the financing (or refinancing) of the cost of acquisition of
environmentally sensitive Coopers Point tract tor park purposes.
217,875
Total Notes. Mortgages, Contracts and Loan Pool Agreements Payable
2.276.521
Total General Long-Term Debt Payable
-1!J!.50, 732
31
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
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Water and Sewer Utilitv Fund
Water and Sewer Revenue Bonds, Series 1984; 8.75 - 9.00%. Current Interest Bonds
with serial maturities due in annual principal installments ranging from $2,090,000 to
$2.265,000 from December 1. 1993 to December 1, 1994; interest is payable
semiannually, net of unamortized discount and issue costs of $8,378, collateralized
by net revenues of the Water and Water Pollution Control System.
4,346,622
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Water and Sewer Revenue Bonds, Series 1988; 6.50 - 7.60%. Current Interest Bonds
with Serial maturities due in annual principal installments ranging from $460,000 to
$2.985,000 on December 1st in the years 2005, 2006,2008. and 2010 through 2013;
Capital Appreciation Bonds with an approximate yield to maturity ranging from 7.45 -
7.75% and having serial maturities due in annual installments (original principal
amount plus interest earned to date of maturity) ranging from $625,000 to $6,840,000
from December 1, 2004 to December 1, 2018; interest is payable semiannually on
Current Interest Bonds and at maturity (or prior redemption date) on Capital
Appreciation Bonds; net of unamortized discount of S908.338 and in the case of the
Capital Appreciation Bonds. unearned interest included in the maturity amount
outstanding at September 30, 1993 of $59,149,306 collateralized by net revenues of
the Water and Water Pollution Control System.
31.732.356
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Water and Sewer Refunding Revenue Bonds, Series 1993; 2.60 . 5.625%. Current
Interest Bonds with serial maturities due in annual principal installments ranging from
$140,000 to 55,715,000 from December 1. 1993 to December 1. 2018; interest is
payable semiannually, net of unamortized discount and issue costs of $220,639,
collateralized by net revenues of the Water and Water Pollution Control System.
53,224,361
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Pursuant to a Master Lease Agreement, the City has entered into a Lease Purchase
Agreement for the purchase of automotive equipment for use by an operating division
of the Water and Sewer Utility Fund, providing for payments of $ 1,040 for 20 quarters
commencing December 31, 1989 and $1,168 for 20 quarters commencing
September 30, 1992. The cost of the automotive equipment at the inception of the
lease was $38,000 with interest imputed thereon of S6. 159, with efiective rate of
7.71 % for the 1989 lease and 5.1 % for the 1992 lease.
19,819
Interest earnings on the investment of unspent proceeds of the Water and Sewer
Revenue Bonds, Series 1988A and 1988B (including related reserve account)
estimated to be rebatable to the United States Treasury.
1 ,083.295
90,406,453 \
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87.518,549 I
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Bonds Debt Service Fund pursuant to the ordinances authorizing the four outstanding
series of Water and Sewer Revenue Bonds, Amounts restricted are in compliance
with the ordinances.
32
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Loan payable to the Water and Sewer Fund for the transfer of ownership of proper1y
from the Water and Sewer fund to the Gas Fund. Payment of the loan is to be
interest free. in five equal installments beginning 9/30/93 and ending 9/30/97.
417.062
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
Gas Utility Fund
Gas System Revenue Bonds, Series 1991. 5.6% to 6.5% Serial Bonds due in annual
principal installments ranging from S150,OOO to S380.000 from September 1. 1995 to
September 1,2004; 6.5% Term Bonds in the principal amount of $2,325,000 maturing
on September 1,2009 and 6.5% Term Bonds in the principal amount 01 S2,455.000
maturing on September 1, 2013; interest is payable semiannually; net of unamortized
discount of $172,047, collateralized by net revenues of the Gas Division.
7.507,953
Obligations under lease purchase agreement, relating to purchase of vehicles and
equipment, original principal amount of $187,217, payable over 5 years with an
effective rate of 5.1 to 5.525%, quarterly payments of $10,583.
142.600
8.067,615
Less Current Portion of Long-Term Debt
139.944
Long.Term Debt, Excluding Current Portion
7.927,671
Cash has been restricted and reseNes established in the Gas System Revenue
Bonds Debt SeNice Fund pursuant to the ordinance authorizing the 5.6 . 6.5% Gas
System Revenue Bonds. Amounts restricted are in compliance with the ordinance.
Solid Waste Utility Fund
Pool Loan Agreement with First Florida Governmental Financing Commission
authorized by the City Commission on July 2. 1987 through adoption 01 Ordinance
4437.87; provides for repayment of principal in annual installments ranging from
$70,000 to $85.000 from July 1, 1994 to July 1, 1997; interest on installments ranges
from 6.15% to 6.70% and is payable semiannually; City is further obligated to pay
certain additional payments, including its proportionate share of the fees of the
Commission as well as those of the Trustee and the Registrar and Paying Agent
created pursuant to the terms of the Revenue Bonds issued by the Commission to
provide the funds for making the pool loans, and in addition all fees and expenses
of the Commission or Trustee that relate to this Loan Agreement; collateralized by
non-ad valorem revenues or other legally available funds of the City. Loan was
obtained to finance the construction of a facility to be used by the Solid Waste
Division (also finances improvements to real property and acquisition of equipment
unrelated to the Utility System); net of unamortized discount and issue costs of
$2,946.
302,816
Capital Improvement Revenue Bonds, Series 1984, 9.50%, due in equal principal
installments of $64,000 each on November 16 1993 and 1994; interest is p'ayable
quarterly; net of unamortized issue cost of $350 collateralized by an irrevocable lien
upon guaranteed entitlement ponion of state revenue sharing trust funds, proceeds
of local government half-cent sales tax and all investment income derived from
investment of funds held under the authorizing ordinance; in addition, the bonds are
collateralized by a subordinate lien on public service tax revenues.
127,650
33
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30. 1993
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Lease Purchase Agreement for the purchase of data processing equipment for the
use by the operating division of the Solid Waste Utility Fund. The agreement
provides for 20 quarterly payments of $1,055. The cost of the equipment at the
inception of lease was $18,554 with interest imputed thereon of $2,539, with an
effective rate of 5.1 %.
1 8.554
449,020
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137,556
Long-Term Debt, Excluding Current Portion
311.464
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Certain assets on deposit with an escrow agent pursuant to the requirement to
establish and maintain a Debt Service Account contained in the Loan Pool Agreement
with the First Florida Governmental Financing Commission have been classified as
restricted assets and a reserve has been established in the Solid Waste Utility Fund.
Amounts restricted are in compliance with the ordinance and the Loan Pool
Agreement.
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Toll Causeway and Bridqe
40.541 % of the Public Service Tax and Bridge Revenue Bonds, Series 1985. Bridge
Revenues are pledged to collateralize this portion of the total bond issue. Liability
shown is net of unamortized discount and issue costs (Bridge Fund share only)
totaling $60,055.
2,054,157
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Less Current Portion of Long-Term Debt
192,570
Long-Term Debt, Excluding Current Portion
1.861,587
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}} authorizing the Public Service Tax and Bridge Revenue Bonds, Series 1985. Amounts
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Yacht Basin and Marina
5% Uncollateralized loan payable to the General Fund; $15,000 of the advance is
scheduled for repayment during the following fiscal year.
60,324
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Pursuant to a Master Lease Agreement, the City has entered into a Lease Purchase
Agreement for the purchase of computer equipment for use by the operating division
of the Yacht Basin and Marina Fund, providing for 20 quarterly payments of $1,401,
commencing on June 1, 1990; the cost of the equipment at the inception of the Lease
Agreement was S23,555 with interest imputed thereon of $4,456, an eHective rate of
7.345%.
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Pool Loan Agreement with First Florida Governmental Financing Commission
authorized by the City Commission on July 2, 1987 through adoption of Ordinance
4437 -87; provides for repayment of principal in annual installments ranging from
$40,000 to $50,000 from July 1, 1992 to July 1, 1997; interest on installments ranges
from 6.15% to 6.70% and is payable semiannually; City is further obligated to pay
certain additional payments, including its proportionate share of the fees of the
Commission as well as those of the Trustee and the Registrar and Paying Agent
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
J
created pursuant to the terms of the Revenue Bonds issued by the Commission to
provide the funds for making the pool loans, and in addition all fees and expenses
of the Commission or Trustee that relate to this Loan Agreement; collateralized by
non-ad valorem revenues or other legally available funds of the City. Loan was
obtained to finance the Seminole Boat Launch dredging and the renovation of the
Marina Building (also finances improvements to real property and acquisition of
equipment unrelated to the Marina Fund); net of unamortized discount and issue
costs of $1,720.
178,280
246,493
Less Current Portion of Long-Term Debt
60.1 63
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Long-Term Debt. Excluding Current Portion
186,330
Parkinq System
9.1 - 9.5% Parking System Revenue Bonds, Series 1983, due in annual installments
ranging from $75.000 to 8110,000 plus semiannual interest, through January 1, 1998,
net of unamortized discount and issue costs of $5,200 collateralized by net revenues
of the Parking System.
374,800
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26.394% of the Public Service Tax and Bridge Revenue Bonds, Series 1985. net of
unamortized discount and issue costs (Parl-:ing Fund share only) of S30,746.
1.420.707
1,795,507
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Less Current Portion of Long-Term Debt
200.372
Long-Term Debt. Excluding Current Portion
1,595,1 35
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Cash has been restricted and reserves established pursuant to the ordinances
authorizing the 9.1 % to 9.5% Parking Revenue Bonds and the Public Service Tax and
Bridge Revenue Bonds. Amounts restricted are in compliance with the ordinances.
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Pursuant to certain Master Lease Agreements. the City has entered into Lease
Purchase Agreements for the purchase of automotive and other types of equipment
for the use by the operating divisions of the City. These agreements provide for 20
quarterly payments ranging in amount from S991 to $38,065. The cost of the
equipment at the inception of the leases was 56.895,172 with interest imputed
thereon of $1,131,442, the effective rates ranging from 4.71 % to 8.5997%.
3,353,365
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Pool Loan Agreement with First Florida Governmental Financing Commission
authorized by tile City Commission on July 2, 1987 through adoption of Ordinance
4437-87; provides for repayment of principal in annual installments ranging from
8540,000 to $650,000 from July 1, 1993 to July 1. 1997; interest on installments
ranges from 6.15% to 6.700/0 and is payable semiannually; City is further obligated to
pay certain additional payments, including its proportionate share of the fees of the
Comrnission as well as those of the Trustee and the Registrar and Paying Agent
created pursuant to the terms of the Revenue Bonds issued by the Commission to
provide the funds for making the pool loans. and in addition all fees and expenses
of the Commission or Trustee that relate to this Loan Agreement; collateralized by
non-ad valorem revenues or other legally available funds of the City. Loan was
35
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CITY OF CLEARWATER
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INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
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obtained to finance the construction of a radio communications system for use by all
City Departments, including two radio towers, satellite and microwave receivers, and
radios (also finances improvements to real property and acquisition of equipment
unrelated to the Garage Fund); net of unamortized discount and issue costs of
$23,908.
2,351,092
5,704,457
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1 .702.030
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4,002,427
Less Current Portion of Long-Term Debt
5.132
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Pursuant to certain Master Lease Agreements, the City has entered into Lease
Purchase Agreements for the purchase of automotive and other types of equipment
for the use by the operating divisions of the Administrative Services Fund. One of
these agreements provides for 84 monthly payments ranging in amount from $10,283
to $14,588. Nine of these agreements provide for either 20 or 28 quarterly payments
ranging in amount from $372 to $25,925. The cost of the equipment at the inception
of the leases was S 1,716,501 with interest imputed thereon of $469,655, the effective
rates ranging from 5.03% to 8.9%.
725.635
Less Current Portion of Long-Term Debt
322,279
Long-Term Debt, Excluding Current Portion
403,356
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General Services
Pursuant to certain Master Lease Agreements, the City has entered into a Lease
Purchase Agreement for the purchase of computer equipment for use by the
operating divisions of the General SeNices Fund. The agreement provides for 20
quarterly payments in the amount of $1,449. The cost of the equipment at the
inception of tile lease was 524,160 Witll interest imputed thereon of $4,812 the
effective rate of 7.558%.
10,663
Long-Term Debt, Excluding Current Portion
5,531
Central Insurance
Pursuant to a Master Lease Agreement, the City has entered into a Lease Purchase
Agreement for the purchase of equipment for use by the Central Insurance Fund
(also finances the acquisition of equipment unrelated to the Central Insurance Fund),
providing for 20 quarterly payments of $1,113 commencing June 30, 1990; the cost
of the equipment at the inception of the Lease Agreement was $18,711 with interest
imputed thereon of $3,540, an effective rate of 7.345%.
6,266
Less Current Portion of Long-Term Debt
4.101
Long-Term Debt. Excluding Current Portion
2,165
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1993
TOTAL PROPRIETARY FUNDS - LONG-TERM DEBT,
EXCLUDING CURRENT PORTION
103.814.215
TOTAL LONG-TERM DEBT, ALL FUNDS EXCLUDING
CURRENT PORTION FOR PROPRIETARY FUNDS
$ 113,764.947
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The official statements and commission resolutions authorizing the issuance of the revenue bonds
described above contain certain restrictive covenants. The City has covenanted that, on a monthly basis,
it will deposit specified amounts derived from specific revenue sources into accounts and funds
established by the resolutions. The deposits into these accounts and funds are used to repay principal
and interest coming due on the bonds and to provide sinking funds established for the purpose of retiring
term bonds due in future years. Certain of the covenants also require maintenance of specified coverage
ratios. The City is in compliance with bond covenants.
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Note (2F) Advance Refunding of Bonds
In prior fiscal years, the City entered into various advance refunding transactions related to certain of its
bonded debt. A portion of the proceeds of the refunding bond issues was placed in trust and used to
purchase securities of the United States Government and related agencies at various irlterest rates and
maturities sufficient to meet all debt ser-tice requirements of the refunded debt, of which $120,942,592 was
outstanding at September 3D, 1993, all of which relate to enterprise funds. These assets are administered
by trustees and are restricted to use for retirement of the refunded debt. The liability for the refunded
bonds and the related securities and escrow accounts are not included in the accompanying financial
statements as the City defeased its obligation for payment of the refunded bonded debt upon completion
of the refunding transactions.
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at SePtember 3D, 1 993
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Water and Sewer Revenue Bond, Series 1988B
Water and Sewer Revenue Bond, Series 1988A
Gas System Revenue Bonds, Series 1983
Utility Revenue Certificates
Special Obligation Bonds, Series 1978
Utility Revenue Bonds, Series 1978
Water and Sewer Revenue Bonds, Series 1987
Water and Sewer Revenue Bonds, Series 1984 (partial refunding)
Utilities Tax and Bridge Revenue Bonds, Series 1977
Utilities Tax Bonds. Series 1977
$ 21,352,145
26,635,000
6,400,000
11,235,000
2,745,000
24,790,000
16,430,000
4,840,44 7
4,135,000
2,380,000
$120,942,592
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1993
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Note (2G) Sinking Fund for Term Bond Maturities
Public Service Tax And Bridqe Revenue Bonds
On August 27, 1985, Sinking funds for the 1977 Utilities Tax and Bridge Revenue Bonds and for the 1977
Utilities Tax Bonds were liquidated with the proceeds being placed into escrow as part of an advance
refunding of both of these issues. These amounts, plus 54,149,699 from the 1985 Public SeNiee Tax and
Bridge Revenue Bonds were used to purchase United States Government Securities which will mature
in sufficient amounts to make all required principal and interest payments on both 1977 issues. Under
agreements dated November 1, 1977 and amended March 14, 1978, the City exercised an option
obligating it to purchase securities from Barnett Bank through December 1, 1987 for both of the original
1977 sinking funds.
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As part of the refunding plan, all securities purchased subsequent to the refunding date became part of
the sinking fund for the term maturity of the 1985 bonds. As of September 30, 1993, securities totaling
51,090,898 (at amortized cost, market value S1 ,264,364) Vlere being held by Barnett Bank for this purpose.
All securities will mature May 5,2005 and will be applied toward the final payment on the 1985 bonds due
on December 1, 2005.
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Note (2H) Long-Term Debt, Debt Service Funds
Debt SaNice ReseNes - General Lon~.Term Debt
The reseNes have been established in compliance witt1 the ordinances authorizing the debt and are equal
to the amounts required by the ordinances.
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General Obligation Bonds:
1978 Issue
Indebtedness of the Community Redevelopment
Agency (includes Tax Increment and Lease
Revenue Bonds, Series 1986 and Tax Increment
Revenue Bonds, Series 1987)
Public SeNice Tax and Bridge Revenue Bonds,
(this represents 33.065% of the total issue.
see Note (2F))
S 67,500
5 9,028
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183,835
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$338.382
49,231
5242.094
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A sinking fund reserve has been established to provide for term maturity of the Public Service Tax and
Bridge Revenue Bonds. The General Long-Term Debt portion of this reserve, based on the original
allocation of bond proceeds, is S240,557 as of September 30, 1993.
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A contingency reserve has been established pursuant to the authorizing bond ordinance to meet principal
and interest requirements for the Public ServIce Tax and Bridge Revenue Bonds should other resources
be unavailable, The General Long-Term Debt portion of this reserve is $183,508 as of September 3D,
1993.
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A contingency reserve has been established pursuant to the authorizing bond resolution to meet principal
and interest requirements of the Tax Increment Revenue Bonds, Series 1987 should other resources be
unavailable. The reserve balance at September 30, 1993 is 5718,931, which exceeds the maximum
required balance of $116,700 required by the authorizing resolution.
38
Due from Other Funds
74,847
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, '1993
A Debt Service Reserve Account has also been established pursuant to the Loan Pool Agreement with
First Florida Governmental Financing Commission to pay the City's proportionate share of the principal
and interest requirements of the underlying revenue bonds SllouJd an insufficiency of funds exist due to
the City's failure to make a loan repayment in the full amount or because of an event of default under the
Loan Pool Agreement. The General Long-Term Debt reserve balance at September 3D, 1993 is $45,009,
which represents of 6.6% the total required reserve account. The remaining balance of the required
reserve (93.4% of the total) is reflected in the Garage and Solid Waste Utility Funds.
Note (3) Restricted Assets, Proprietary Funds
Note (3A) Water and Sewer Utility Fund
Assets in the Water and Sewer Utility Fund restricted for construction consist of the following:
Proceeds of Utility Revenue Bonds, 1978 Series. and Water and Sewer Revenue
Bonds, 1987, 1988A and 19888 Series, the use of which is restricted to construction
of water and sewer improvements authorized by the relevant ordinances; assets
remaining at September 3D, 1993 are:
Equity in Pooled Cash and Investments
5,735,664
Water Improvement charges, the use of which is restricted by the ordinance
authorizing the collection of such charges to the construction of additions and
improvements to the water syslem: assets remaining at September 30, 1993 are:
Equity in Pooled Cash and Investments
Due from Other Funds
246,718
287.224
Sewer Improvement charges, the use of which is restricted by the ordinance
authorizing the collection of such charges to the construction of additions and
improvements to the sewer system; assets remaining at September 30. 1993 are:
Equity in Pooled Cash and Investments
Due from Other Funds
981,1 52
1,989.489
Proceeds of the Local Option Sales Tax designated as .penny for Pinellas', which is
restricted by voter referendum and the terms of the interlocal agreements between
Pinellas County and the municipalities receiving the tax to the construction of specific
infrastructure capital improvements; assets remaining at September 30. 1993 are:
39
'. . .. , . r'. #. ,'. # . _ " .: .' .:: 'j :.' ,. .' '.' -, I .
CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1993
Assets of the Water and Sewer Utility Fund restricted under the provisions of the
ordinances authorizing the issuance of revenue bonds consisted of the following at
September 3D, 1993:
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Debt Service:
Equity in Pooled Cash and Investments
Investments (U.S. Government Securities)
Accrued Interest Receivable on Investments
Renewals and Replacements:
Equity in Pooled Cash and Investments
Due from Other Funds
Due from Other Governmental Entities
$ 8,603,924
5,073,266
143,055
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2,662,701
769
$18,759,004
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Assets of the Water and Sewer Utility Fund representing Customers' Deposits and therefore restricted.
amounted to 81,751,122 at September 3D, 1993, consisting entirely of Equity in Pooled Cash and
Investments.
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Assets of the Gas Utility Fund restricted under the provisions of the ordinance authorizing the issuance
of revenue bonds consisted of the following at September 3D, 1993:
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Debt Service:
Equity in Pooled Cash and Investments
Investments (U.S. Government Securities)
Interest Receivable
Renewals and Replacements:
Investments (U.S, Government Securities)
Constructio n:
Equity in Pooled Cash and Investments
S 283.210
462,194
16,295
300,000
393.582
S1 ,455.281
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$627,066 at September 3D, 1993, consisting entirely of Equity in Pooled Cash and Investments.
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Note (3C) Solid Waste Utility Fund
Restricted assets in the Solid Waste Utility Fund designated for construction consist of the following:
Assets of the Solid Waste Utility Fund restricted under the provisions of the Loan Pool Agreement w~h
the First Florida Governmental Financing Commission consisted of the following at September 3D, 1993:
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Debt Service:
Investments Held by Escrow Agent (Primarily Alachua
County, Florida Revenue Bonds)
Accrued Interest Receivable on Investments
$67.801
736
568.537
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30. 1993
Proceeds of the Local Option Sales Tax designated as 'penny for Pinellas', which is restricted by voter
referendum and the terms of interlocal agreements between Pinellas County and the municipalities
receiving the tax to the construction of specific infrastructure capital improvements: assets remaining at
September 3D, 1993 are:
Due from Other Funds
$22.369
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Assets of the Solid Waste Utility Fund representing customer deposits, and therefore restricted, amounted
to $288,853 at September 3D, 1993, and consisted entirely of Equity in Pooled Cash and Investments.
Note (3D) Stormwater Utility Fund
Restricted assets contributed to the Stormwater Utility Fund by the Special Development Fund consist of
the following:
Drainage Impact Fees restricted by City Code Section 43.24 to increasing the
capacity of the City's drainage system; assets remaining at September 3D, 1993 are:
Due from Other Funds
$ 19,807
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Proceeds of the Local Option Sales Tax designated as 'Penny for Pinellas', which is
restricted by voter referendum and the terms of interlocal agreements between
Pinellas County and the municipalities receiving the tax to the construction of specific
infrastructure capital improvements; assets remaining at September 3D, 1993 are:
Due from Other Funds
98,446
Development Impact Fees restricted by City Code Section 183.03 to the construction
of roads, public transit facilities and storm drainage in the City; assets remaining at
September 3D, 1993 are:
Due from Other Funds
477.941
Road and Drain Millage restricted to fund various activities associated with roads and
drainage; assets remaining at September 30, 1993 are:
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11.565
~607.759
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
Note (3E) Toll Causeway and Bridge Fund
Assets of the Toll Causeway and Bridge Fund restricted under the provIsions of the ordinances
authorizing the issuance of revenue bonds consisted of the following at September 30, 1993:
Debt Service:
Equity in Pooled Cash and Investments
Investments (U.S. Government Securities)
Accrued Interest Receivable on Investments
S 979,902
562,394
17,448
~1 .559,744
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Note (3F) Yacht Basin and Marina
Assets of the Yacht Basin and I,>\arina restricted under the provisions of the Loan Pool Agreement with
First Florida Governmental Financing Commission consisted of the following at September 3D, 1993:
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Loan Pool Ag reement
Debt Service:
Investments Held by Escrow Agent (Primarily Alachua
County, Florida Revenue Bonds)
Accrued Interest Receivable on Investments
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$40,359
437
S40,796
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Note (3G) Parking System
Assets in the Parking System restricted under the provisions of the ordinances authorizing the issuance
of revenue bonds consisted of the following at September 30, 1993:
Parkinq System Revenue Bonds
Debt Service:
Equity in Pooled Cash and Investments
Renewals and Replacements:
Equity in Pooled Cash and Investments
$ 325,793
135,035
Public Service Tax and Brid~e Revenue Bonds
Debt Service:
Equity in Pooled Cash and Investments
Investments (U.S. Government Securities)
Accrued I nterest Receivable on Investments
354,481
287,947
8,933
~1 ,11 2.18~
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Note (3H) Pier 60 Fund
Restricted assets contributed to the Pier 60 Fund by the Special Development Fund consist of the
following:
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Proceeds of the Local Option Sales Tax designated as 'Penny for Pinellas', which is restricted by voter
referendum and the terms of interlocal agreements between Pinellas county and the municipalities
receiving the tax to the construction of specific infrastructure capital improvements; assets remaining at
September 30. 1993 are:
Due from Other Funds
$1 ~566. 765
42
CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30,1993
c.
Loan Pool Aqreement
Debt Service:
Investments Held by Escrm'/ Agency (Primarily Alachua
County, Florida Revenue Bonds)
Accrued Interest Receivable on Investments
$ 525,350
5.743
$ 531,093
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Note (31) Garage Fund
Assets of the Garage Fund restricted under the provisions of the Loan Pool Agreement with the First
Florida Governmental Financing commission consisted of the following at September 3D, 1993:
Note (3J) Current Liabilities Payable from Restricted Assets
As of September 3D, 1993 with comparative figures for 1992, the current liabilities payable from restricted
assets of the Enterprise Funds were as follows:
SePtember 3D, 1993
September 30, 1992
543,014
1,710.467
12,304
152,046
1,747,616
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Accounts Payable
Construction Contracts Payable
Accrued Interest Payable
Due Other Funds
Current Portion of Long-Term Debt (Revenue Bonds)
Customer Deposits
s
2,642,198
2,667,041
S7.562.720
2,447,928
2,651,620
$7.011,514
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Note (4) Retirement Commitments
Note (4A) Defined Benefit Pension Plans
The City contributes to two single-employer, self-administered pension plans covering approximately three-
fourths of all City employees. The Employees' Pension Plan covers all permanent, full-time City employees
who successfully pass the required physical examination. except for firemen employed prior to Juty 1,
1963, and certain nonclassified (primarily managerial) employees. The Firemen's Relief and Pension Plan
covers all firemen hired prior to July 1, 1963, who othervv'ise met eligibility requirements.
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The Employees' Pension Plan is authorized by and operates under the provisions of Chapter 26, Article
III, Sections 26.30 through 26.49 of the Municipal Code of the City of Clearwater. Plan provisions have
been duly approved as required by the voters in referendums, the most recent of which was held on
November 8,1988. The normal retirement benefit is a monthly benefit equal to 2-1/2% of average monthly
compensation for the final 5 years of service multiplied by the number of years of service to date of
retirement. The minimum benefit under the plan is $300 per month. Eligibility for normal retirement
occurs upon completion of at least 20 years of service and the attainment of age 55 or completion of 30
years of service for employees engaged in non-hazardous duty. For those engaged in hazardous duty,
eligibility occurs upon completion of 20 years of service. The monthly benefits are payable for the life of
the participant and continue, after the participant's death, to be paid at the same amount for 5 years to
eligible surviving beneficiaries; after 5 years, the survivor annuity is reduced to 50% of the original amount.
The plan also provides for disability and death benefits, vesting after completion of 10 years of service
and the refund of employee contributions in case of a non-vested termination. There is no provision for
post retirement adjustments of benefits. Prior to June 27, 1993, participating employees were required
to contribute 8% of their compensation. This percentage was reduced to 6% effective with the pay period
ending June 27, 1993. It is the city's obligation to provide a sufficient additional contribution to maintain
the actuarial soundness of the fund but, in any event, not less than the amount contributed by the
participating employees. There are no other contributors to the plan.
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
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The Firemen's Relief and Pension Plan is authorized and operated under the provisions of Subpart B,
Article I (Laws of Florida, Chapter 30658, 1955 and amendments), Sections 1 through 27 of the municipal
Charter and Related Law of the City of Clearwater and Chapter 26, Article III, Sections 26.50 through 26.52
of the Municipal Code of the City of Clearwater. The normal retirement benefit is a monthly benefit in the
amount of 50% of the prevailing wage at the date of retirement of the lowest rank held by the participant
during the three years immediately preceding retirement plus 2% of such prevailing wage for each year
of service in excess of 20 years up to a maximum of 60%. Participants retiring at the age of 65 years are
entitled to a benefit of 60% of the prevailing wage of the lowest rank held by the participant during the
three years immediately preceding retirement. The ending rate of pay specified above may not exceed
the highest rate of pay for the rank of Captain. Eligibility for normal retirement occurs upon completion
of 20 years of service or attainment of age 65. The monthly benefits are payable for the life of the
participant and continue, after the participant's death, to be paid to certain eligible surviving beneficiaries
at an amount that is one-half of the amount received by the participant. Benefits are also provided for
children of the deceased participant who are under '18 years of age subject to certain limitations as to
amount. The plan also provides for disability and death benefits and for vesting upon completion of at
least 12 years of service. The plan provides for post retirement cost of living increases equal to the
increase in the prevailing wage for the rank at which the participant retired with a limitation for those
retiring on or after January 1, 1972 of 100% of the initial pension benefit for total cost of living increases.
Participating employees are required to contribute 6% of their salaries up to the equivalent of the salary
of a fireman holding the rank of Captain. The City is required to contribute a sufficient additional amount
to maintain the actuarial soundness of the plan for a period of 35 years commencing January 1, 1972;
this contribution is based upon, but not limited to, the amount that a levy of 6/10 of one mill of ad valorem
tax would produce assuming assessed values of taxable property equal to the values of January 1, 1972.
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As of the date of the most recent actuarial valuations, January 1. 1993, the current membership of the
plans is as follows:
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Employees'
Pension Fund
Firemen's Relief
and Pension Fund
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Retirees and Beneficiaries Currently
Receiving Benefits
Terminated Employees Elltitled to Benefits
But Not Yet Receiving Them
Active Employees:
Fully Vested
Nonvested
Total Number of Par1icipants
348
55
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573
7~
1664
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For the fiscal year ended September 30, 1993, the covered payroll for the Employees' Pension Fund and
I the Firemen's Relief and Pension Fund is $41,370,115 and $41,592 respectively; the City's total payroll
for the same period is $49,121,756.
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Each pension fund is accounted for as a pension trust fund; therefore each is accounted for in
substantially the same manner as proprietary funds with a 'capital maintenance" measurement focus and
employment of the accrual basis of accounting. Fund assets, primarily investments, are valued at cost
or, in the case of certain credit instruments, at cost adjusted for the amortization of premium or the
accumulation of discount for balance sheet purposes. Gains and losses on sales and exchanges of
securities are recognized on the transaction date.
As of September 30, 1993, neither the Employees' Pension Fund nor the Firemen's Relief and Pension
fund held investments (other than U,S, Government or U.S. Government guaranteed obligations) in any
44
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30,1993
one organization comprising 5% or more of the net assets available for benefits. As of September 3D,
1993, neither pension fund had investment type or similar relationships with any related party, including
officers and employees of the Pension Plan, the sponsoring City of Clearwater. and organizations included
in the reporting entity.
In accordance with the requirements of Governmental Accounting Standards Board Statement No.5, the
most recent actuarial valuations as of January 1, 1993, utilize the actuarial present value of credited
projected benefits in determining the pension benefit obligation at that date. This represents a
standardized disclosure measure of the present value of pension benefits which takes into account the
effects of projected future salary increases and any step-rate benefits that result from employee service
to date. This measure is intended to assist in the assessment, on a going concern basis, of the funding
status of the pension plan, including an indication of the progress being made in accumulating sufficient
assets to pay benefits as they become due; it also facilitates making comparisons among employers. This
measure is not required to be utilized in determining the contributions to fund the pension plan.
Significant actuarial assumptions utilized in the actuarial valuations as of January 1, 1993, in the
determination of the pension benefit obligation are as follows.
Emplovees' Pension Fund
(1) Assumed rate of return on investments of 7% per annum.
(2) Projected salary increase at a rate of 5% per year, including both cost-of-living adjustments of
3% and merit or seniority increases at 2%.
(3) Mortality based on the 1983 Group Annuity Mortality Table for Males with female ages set back
6 years.
(4) Pre-retirement withdrawals assumed to occur in accordance with standard scales of moderate
turnover rates (Scale 255) for males and heavy turnover rates (Scale 355) for females.
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(5) Pre-retirement incidence of disability assumed to occur in accordance with a standard scale
of moderate disability rates (Class 1, 1952 Inter-Company); rates for females assumed to be
twice that for males.
Firemen's Relief and Pension Fund
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(1) Assumed rate of return on investments of 6.5% compounded annually for both pre. and post-
retirement.
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(2) Assumed salaries grow at annually compounded rate of 4% related to cost-of.living adjustments
only.
(3) Mortality based on the 1983 Group Annuity Mortality Table for both active and retired
participant; assumed disabled participants will experience mortality according to PBGe Tables
3 and 4 for males and females, respectively.
(4) Assumed no withdrawals will occur.
(5) Assumed probability of an active participant becoming disabled is zero.
(6) Assumed value of one mill of ad valorem tax will increase at rate of 5% per year.
45
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CITY OF CLEARWATER
.,;
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1993
As of January 1, 1993, the pension benefit obligation based on the actuarial valuations is as follows:
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Employees' Firemen's Relief
Pension Fund and Pension Fund Totals
Retirees and Beneficiaries
Currently Receiving Benefits $ 49,246.414 $12,044,308 $ 61,290,722
Terminated Employees Entitled to
Benefits But Not Yet Receiving
Them 896,393 896,393
Current Employees:
Accumulated Employee Contributions 22.466,830 34,037 22,500,867
Employer-Financed Vested 67,290.421 400,265 67,690,686
Employer-Financed Nonvested 17,736.463 17,736,463
Total Pension Benefit Obligation 157,636,521 12.478,610 170.115.131
Net Assets Available for Benefits
as of January 1, 1993 at Cost
or Accreted Cost 168.417,367 2.907,448 171,324.815
Unfunded (Assets in Excess 00
Pension Benefit Obligation 5(10.780.846) 5 9.571,162 5 (1.209.684)
Net Assets Available for Benefits
as of January 1, 1993 at
Market Value S198.315,690 5 3.223.760 5201,539.450
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The actuarial valuation of the Firemen's Relief and Pension Fund as of January 1, 1993 reflected several
changes in actuarial assumptions. An investment yield of 6.5% for both pre and post retirement was
assumed whereas the prior valuation assumed 8%; the impact of this change is to increase the pension
benefit obligation by S880,257. The 1983 Group Annuity Mortality Table for active and retired participants
was changed from PBGC Tables 5 and 6 to PBGC Tables 3 and 4 for disabled participants; the impact
of this change is to increase the pension benefit obligation by 5349,170. Salary increase are assumed
to increase at 4% per year due to inflation while the prior valuation assumed an increase of 6.5%; this
change had no impact on the pension benefit obligation separate from its impact on post retirement
benefits since the one remaining active employee was assumed to retire on the valuation date. Post
retirement beneHts are assumed to increase at 5% per year whereas the prior valuation assumed an
increase of 6.5%; this change resulted in a decrease of S233,967 in the pension benefit obligation. There
were no other changes in either benefit provisions or in actuarial assumptions affecting the actuarial
valuations as of January 1, 1993 of either the Employees' Pension Fund or the Firemen's Relief and
Pension Fund.
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It is the City's policy to fund pension costs accrued as determined on an actuarial basis. Required
contributions for the Employees' pension Fund are calculated using the Entry Age Normal with Frozen
Initial Liability method, The initial unfunded actuarial accrued liability determined at July 1, 1963 is being
amortized over a 40-year period; changes made in 1979 and subsequent years which have had the effect
of either increasing or decreasing the actuarial liability are being amortized over 30-year period from their
eHective dates in accordance with State law. Required contributions to the Firemen's Relief and Pension
Fund are based on a variation of the aggregate actuarial cost method, under which the unfunded portion
of the present value of the projected benefits is allocated over the present value of a 6.5% per year
increasing annuity for the remaining years in the 35-year funding period which begin January 1, 1972,
pursuant to an agreement between the City and the Plan participants. For this purpose, the unfunded
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30. 1993
actuarial liability is determined after consideration of the available assets at the valuation date. The
increasing fixed schedule produced by this method was established in 1988 and will be modified in the
future only to the extent that a current valuation indicates a higher required cost level, or if the resulting
cost level exceeds 60% of a mill in a current year.
.
The significant actuarial assumptions that are used in computing actuarially determined contribution
requirements are the same as those used in computing the pension benefit obligation. The actuarially
determined contribution requirements for the City's fiscal year ended September 30, 1993. are based on
actuarial valuations as of January 1, 1992. Since the City's contributions are made during its fiscal year,
which commences nine months after the date of the actuarial valuations, the City, with approval of State
regulatory authorities, is following the practice of adding interest to its required contributions at the
assumed rate of return on investments for a period of one year in the case of the Employees' pension
fund and for nine months in the case of the Firemen's Relief and Pension fund. Information relative to
contributions is as follows:
, Employees' Firemen's Relief
~'
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% of Current % of Current I
" Year Covered Year Covered 1
Payroll Amount Payroll Amount I
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Actuarial Valuation of
'D' January 1, 1992:
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(Includes) Estimated Expenses I
Which Are Paid from Pension Fund) 5.46% $2,258,868 1631.37% $678,518
Amount to Amortize Unfunded Frozen
Initial liability 2.63% 1,089,828 N/A f
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Interest Adjustment to Compensate for I
!i Payments during Fiscal Year i
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" 8.16% $3.377.997 1729.25% $719.229
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:, September 30, 1993:
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~: Employer's Contributions Including
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,1 Interest Adjustment 8.03% $3,322,567 1729.25% $719,229
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1: 15.4 9% $6.409.218 1740.79% $724,029
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Firemen's Relief
and Pension Fund
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INDEX TO NOTES TO FINANCIAL STA1.EMENTS
SEPTEMBER 30, 1993
Certain three-year historical trend information is required to be disclosed by Governmental Accounting
Standards Board Statement No.5.
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Net Assets Available for Benefits Expressed
as a Percentage of the Pension Benefit
Obligation as of:
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January " 1992
January 1. '993
101.88%
105.13%
106.83%
25.34%
24.73%
23.30%
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Unfunded (Assets in Excess of) Pension
Benefit Obligation Expressed as a
Percentage of Annual Covered Payroll
as of:
Fiscal Year Ended
SePtember 30 t
1991
1992
1993
1 0.72%
9.11%
8.03%
1,677.22%
1,606.05%
1,729.25%
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January 1, 1991
January " 1992
January " 1993
(7.04)%
(19.78)%
(27.84)%
23,518.25%
23,502.98%
22,740.83%
For the three most recent fiscal years,
Employer Contributions, which have
been made in accordance with actuarially
determined requirements. represent the
following percentages of Annual Covered
Payroll:
Governmental Accounting Standards Board Statement No, 5 requires the presentation, as supplementary
information, of certain 10-year historical trend information, Since the required standardized measure of
the pension benefit obligation was not determined prior to the actuarial valuation as of January 1, 1988,
the historical trend data that is dependent upon the amount of the pension benefit obligation is presented
for only six years. The prescribed disclosures relating to revenues by source and expenses by type are
presented for the most recent ten years. These disclosures are presented on pages 117 - 119 of the
City's Comprehensive Annual Financial Report.
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Note (48) Police Supplemental Pension Fund
A supplemental defined contribution pension plan exists for all eligible policemen which is funded by
earmarked revenues received from the State. These revenues, which comprise the plan contributions of
$535,571 in the year ended September 30, 1993, are obtained from an eighty-five one hundredths of one
percent (.85)% excise tax on the gross receipts from premiums collected on casualty insurance policies
covering property within the City's corporate limits. The contributions represent 5.71 % of current year
covered payroll.
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
The Police Supplemental Pension Fund is authorized by and operates under the provisions of Chapter
26, Article V, Sections 26.65 and 26.70 through 26.78 of tile Municipal Code of the City of Clearwater and
Chapter 185 of Florida Statutes. Under the plan provisions, the total monies received during each fiscal
year, after payment or provision for all costs and expenses of management and operation of the plan, are
allocated to participants on the basis of the total number of shares to which each participant is entitled
at the close of the fiscal year. Each participant is entitled to one share or a fractional share in the fund
for each full year or a port ion of a year of service as a police officer of the City, with fractional shares
being determined by the n umber of days of seNice in each calendar year, assuming a 365~day year.
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All police officers as defined in Section 26.70(g) of the Code of Ordinances of the City of Clearwater who
are elected, appointed, or employed full-time by the City are eligible to participate in the plan. There are
no employee contributions to the supplemental plan. Benefits are fully vested for a lump sum distribution
after twenty years from the date of hire, with provision for partial vesting after ten or more years under the
plan. Accumulated benefits are payable in full in case of death while employed by the City or in case of
total and permanent job-related disability. Non-vested par1icipants' account values upon termination of
employment during any fiscal year are added to the monies received during that fiscal year for allocation
to the remaining participants in the plan.
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For the fiscal year ended September 30.1993. the covered payroll is S9.373,894; the City's total payroll
for the same period is $49,121,756. During this period. there were no changes in plan provisions. As of
September 30. 1993, the pension fund had no investment type or similar relationships with any related
party including officers and employees of the Pension Plan, the sponsoring City of Clearwater and
organizations included in the reporting entity.
Since the entitlement to be nefits is based entirely upon the allocation of monies received by the plan to
the participants' share accounts, there is no actuarial liability on the part of either the State or the City.
Note (4C) Firemen's Supplemental Pension Fund
A supplemental defined contribution plan exists for all eligible firemen. which is funded by earmarked
revenues received from the State. These revenues, which comprise the plan contributions, amounted to
$359,128 in the year ended September 30, 1993, and are obtained from a one and eighty-five one
hundredths percent (1.85%) excise tax on the gross receipts from premiums collected on property
insurance policies covering property within the City's corporate limits. The contributions represent 5.41%
of current year covered payroll.
As the plan is described as a money purcllase pension plan whereby contributions ar allocated based
on the number of days worked during the fiscal year ended September 30, and interest earnings allocated
based on the beginning balances in each participant's account, there is no actuarial liability on the part
of the State or City. The investments of the Pension Fund are managed by the NationsBank Trust
Department.
The Firemen's Supplemental Pension Fund is aUU'-lorized by and operates under the provisions of Chapter
26, Article IV, Sections 26.53 through 26,62 of the Municipal Code of the City of Clearwater and Chapter
175 of Florida Statutes. Eligibility requires two years of credited calendar year service as a firefighter with
concurrent participation in the Employees' Pension Plan. There is no employee contribution to the
supplemental plan. and benefits are vested for a lump sum distribution at ten years unless there is early
retirement, disability or death. Non-vested participants' account values upon termination of employment
are reallocated among the remaining participants.
49
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CITY OF CLEARWATER
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INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1993
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For the fiscal year ended September 30, 1993, the covered payroll is S6.637,416 the City's total payroll
for the same period is $49,121,756. During this period, there were no changes in plan provisions. As of
September 30, 1993, the pension fund had no investment type or similar relationships with any related
party, including officers and employees of the Pension Plan, the sponsoring City of Clearwater and
organizations included in the reporting entity.
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Note (40) Deferred Compensation Fund
The City offers its employees a deferred compensation plan created in accordance with Internal Revenue
Code Section 457. The plan, available to all City employees, permits them to defer a portion of their
salary until future years. The deferred compensation is not available to employees until termination,
retirement, death, or unforeseeable emergency.
All amounts of compensation deferred under the plan, all property and rights purchased with those
amounts, and all income attributable to those amounts, property, or rights are (until paid or made
available to the employee or other beneficiary) solely the property and rights of the City (without being
restricted to the provisions of benefits under the plan), subject only to the claims of the City's general
creditors. Participants' rights under the plan are equal to those of general creditors of the City in an
amount equal to the fair market value of the deferred account for each participant.
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It is the City's opinion that it has no liability for losses under the plan, but does have the duty of due care
that would be required of an ordinary prudent investor. The City believes that it is unlikely that it will use
the assets to satisfy the claims of general creditors in the future.
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In accordance with the requirements of GASB Statement No.2, the operations of the plan are accounted
for in an Agency Fund in the accompanying financial statements, with the invested assets being reflected
therein at market value.
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Note (4E) Post Retirement Benefits
The City provides no material post retirement benefits to retired employees or to their beneficiaries other
than those described in preceding Notes (4A) through (4D).
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Note (5) Fixed Assets
General Fixed Assets:
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A summary of changes in General Fixed Assets follows:
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Balance
Oct. 1. 1 992
Additions
Deletions
Balance
Sept. 30, 1993
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Land
Buildings
Improvements Other Than
Buildings
Equipment
Construction in Progress
$28,453.216
14,531,883
$ 2.583,698
915,742
$ 31,036,914
15,447,625
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27,146.651
17.212.441
7.797.463
595.141.654
6.757,981
2.321,397
1,066,206
513,645.024
5 510,423
7.797,463
S8.307,886
33,904,632
19,023,415
1,066,206
$100,478.792
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D. 1993
Donated Land: Land accounted for in the General Fixed Assets Account Group includes a number of
parcels that have been donated to the City. With respect to certain parcels, the instrument conveying title
to the City contains restrictions as to the purpose for which the land may be used by the City, with the
provision that title shall revert to the donor of such restrictions are not followed. Land subject to such
restrictions is carried at estimated fair market value in the hands of the donor immediately prior to the
donation; therefore, the valuation used does not reflect the impact the restrictions as to use might have
on the fair market value of such land in the ownership of the City.
Enterorise
Internal
Service
Estimated
Useful Ute
(Years)
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Proprietary Funds:
A summary of cost and accumulated depreciation of fixed assets of the Proprietary Funds at
Septe'mber 30, 1993 follows:
Land
Buildings
Improvements Other Than Buildings
Macllinery and Equipment
Construction in Progress
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Less Accumulated Depreciation
Net
S 6,390,238
11,096,546
211,800,528
8,114,269
15.714.200
253,115,781
58.946.217
$ 194.169.564
S 680,197
2,918,975
442,249
25,373,261
92,042
29,506,724
17,568.733
511.937,991
1 0-40
5-50
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Contributed Property: As 01 September 30, 1993, water lines having an estimated cost of $4,244,548,
sanitary sewer lines having an estimated cost of $7,204,465, and storm sewers having an estimated cost
of $3,832,365 are reflected in the balances of the proprietary fixed assets.
Assets Recorded Under Capital Leases: Assets recorded under capital leases and the accumulated
depreciation thereon (for proprietary fund assets) tlave been included under the appropriate categories
in the summaries and schedules presented previously in this note in combination with similar information
for owned assets.
Note (6) Property Taxes
Property tax revenue is recognized in the fiscal year for which the taxes are levied provided the availability
test is met, in conformance with NCGA Interpretation #3. Property taxes for the following fiscal year are
levied by commission action in September of each year. This levy is apportioned to property owners
based on the previous January 1 assessed values. Tax bills are mailed out on or about November 1, and
the collection period runs from November 1 through March 31, resulting in almost 99% of the taxes being
collected in the fiscal year for which they are levied. Since no taxes are ever collected prior to November
1, the City does not record deferred tax revenue for advance collections. Uncollected taxes receivable
at year-end are recorded, with an appropriate allowance for estimated uncollectible amounts. The net
amount deemed to be collectible but not current. i.e., not expected to be collected within sixty days fitter
the close of the fiscal year. is shown as a deferred revenue in the appropriate fund.
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All delinquent property taxes, except those levied specifically for the restricted purposes of financing
activities accounted for in the Special Development Fund, are recorded in the General Fund. This is
appropriate, since tor several years the budgetary and accounting treatment has been to recognize the
tax revenues in the General Fund and to reflect the required transfers to the appropriate debt service or
pension fund as operating transfers from ttle General Fund to the appropriate fund.
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30. 1993
" The Crty is permitted by State law to levy ten mills without referendum. Additional millage not subject to
'{ the ten mill limitation is authorized if approved by referendum. The tax rate for the year ended September
3D, 1993 was 5.1158 mills, of which ,0318 mills represent the levy for general obligation bond debt service
..' as approved in voter referendums in prior years. The non.voted tax rate of 5.084 mills is well below the
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statewide ten mill limitation.
~l Note (7) Segment Information for Enterprise Funds
The City maintains nine Enterprise funds which provide utilities (water and sewer, gas, solid waste, and
stormwater), toll bridge, marina, parking, pier fishing, and office rental. Segment information for the year
ended September 3D, 1993 was as follows: I
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Depreciation Net
and Operati ng Operating Net Contri.
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;~ Solid Waste 12,633.424 337,288 1 ,41 2.809 (500,870) 1,213,679 368
t' Stormwater 3,390,481 647,941 930,042 (465,930) 582,571 262,978
Toll Bridge 1,639,827 560,997 467,042 442,167
.; Marina 1,531,243 83.41 9 (49,385) 99,109
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Parking System 2,240,469 147,141 ( 405) 21,000 18,024
~ Pier 60 140,646 29,163 (177,649) (440,286) 1,820.160
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..J 470.860 480.859 6,643,597
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.' Additions Deletions standing Net
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/~ S $199,847,725 587,518,549517,367,749 $104,116,406 i
,:: Gas 1,861.224 1,131,224 9,983.519 I
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~ Solid Waste 265,062 (56.762) 6,855,550 311,464 2,948,331 5,503,864 .j
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Toll Bridge 603.231 (5,960) 7.357,638 1,861,587 617,058 5,078,250 I
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,~: Parking System 130,588 (47,656) 5.154,865 1,595,135 353,796 3,222,793 I
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h Atrium 6.643,597 7,280.380 480,85~ 7,124,456
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
Note (8) Interfund Payables and Receivables (Current)
As mentioned in Note (1 C), individual fund deficits in the consolidated cash pool have been reclassified
as of September 30, 1993 as interfund loans from the Capital Improvement Fund, which was selected by
management for this purpose. This reclassification results in a corresponding reduction in the cash equity
in the Capital Improvement Fund, offset by an increase in interiund receivables. The amounts of the
reclassified cash pool deficits, as well as other individual fund interfund payable and receivable balances
(current), at September 30, 1993 were as follows:
Fund
Net Interfund Receivables
Deficit in Other
Pooled Cash Receivables
Net Interfund Pavables
Deficit in Other
Pooled Cash Pay abies
General Fund
Capital Projects Fund:
Capital Improvement
Enterprise Funds:
Water and Sewer Utility
Gas Utility
Solid Waste Utility
Stormwater Utility
Toll Causeway and Bridge
Yacht Basin and Marina
Parking System
Pier 60
Internal SeNice Funds:
Garage
Administrative SeNices
General Services
Central Insurance
$ 15,000
$ 129,184
$3,917,384
21,271,923
11,616,880
1,457,562
1,230,382
2,731,707
393,196
311,713
400,113
1,566,765
$1,400,228
104,266
15,000
15,167
~3.917,384
1,490,336
23,000
250,000
33,71 9
$21,520,373
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2,043,733
458,256
$3.917,384 ~21 ,520.373
Note (9) Contingencies and Commitments
Utilities SeNices Tax Revenues
Utilities SeNices Tax Revenues of the General Fund are pledged as security for the Public Service Tax
and Bridge Revenue Bonds, Series 1985.
PACT. Inc.
As more fully disclosed in Note 17, the City has contingently guaranteed $1,000,000 plus accumulated
interest on a 1981 S5,500,OOO mortgage note used for the construction of Ruth Eckerd Hall. As of
September 30, 1993. the remaining principal balance on the mortgage was $4,548,000, and the amount
of the City's guarantee, including interest, was approximately $2,206,267.
As indicated in Note 17, PACT, Inc. and its related fund raising arm, The Performing Arts Center
Foundation, Inc., had combined net increases in fund balance for the fiscal year ended September 30,
1993, marking only the fourth consecutive yearthis has happened. These results continue to be achieved
through efforts on the part of PACT management to increase fund raising and reduce expenditures. City
management does not consider it probable that this guarantee will be called, and, accordingly, no
amounts have yet been accrued or otllerwise recorded on any of the accompanying financial statements
to reflect this possibility.
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
Continqent Loan Guarantee
On March 30, 1992, the City Commission approved a contingent loan guarantee of 51 million for the Chi
Chi Rodriguez Youth Foundation, Inc. for the purpose of refinancing existing foundation debt which was
used to construct a golf course on a parcel of City owned land. The new foundation loan totals $2.5
million.
In the event of default, the City is obligated to contribute $1 million out of legally available non-ad valorem
revenues. In addition, the City has the option to retire the entire unpaid balance and assume ownership
and operation of the golf course facility. The foundation is currently operating the course at a profit and
expects to be able to meet all debt service payments. At the present time, management does not
consider it likely that the City's guarantee will be invoked.
Note (10) Individual Fund Notes
Note (10A) Capital Improvement Fund
The Capital Improvement Fund was created administratively to provide for combined accounting
presentation of all capital projects from the City's various fund sources, except those projects financed
from bond proceeds where bond ordinance provisions require the segregation of bond proceeds in
separate funds. The majority of the resources of the Capital Improvement Fund are provided by transfers
of capital project appropriations from source funds. The appropriations are held and invested for the
benefit of the source funds until the projects are completed or canceled, at Wllich time the asset values
are transferred back to the source fund or to the General Fixed Assets Account Group, as appropriate,
and any unspent monies are returned to the donor fund.
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Transfers from the Proprietary Funds and expenditures for capital projects of such funds are not reflected
in the Combining Statement of Revenues, Expenditures and Changes in Fund Balances of the Capital
Improvement fund, but are reflected when expended as fixed assets in the respective Proprietary Funds.
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Note (1 DB) Water and Sewer Utility Fund
Contractual Commitment
Under the terms of a 30-year contract between the City and Pinellas County which is effective through
September 30, 2005, the City is required to purchase a minimum of 4 million gallons of water per day on
an annual average basis from the County within each calendar year, with a maximum amount of water
available to the City of 10 million gallons per day on an annual average basis. The current rate at
September 30, 1993 charged by the Counrj, which is set by the Board of County Commissioners, is
$1.3254 per 1,000 gallons, including a S.30 per 1,000 gallons surcharge designated by the supplier for
funding capital projects. The cost of water purchased from the County during fiscal years 1993 and 1992
was 55,901,265 and 56,247,788, respectivel/.
Note (1 DC) Toll Causeway and Bridge Fund
During the 1988 fiscal year, the City engaged the engineering firm of David Volkert & Associates to
perform a comprehensive analysis and recommendation regarding the future of the Clearwater Pass
Bridge, Their report, dated August 1988, recommended replacement of the existing bridge with a high
level. fixed bridge, currently estimated to cost 517 million. The City applied to the State of Florida for
funding assistance, and this project is included in the state's five-year capital improvement program, with
construction scheduled to begin in January 1994. Tile City currently anticipates the new bridge opening
to traffic in January 1996. Since state funding will require no tolls and no debt on the new bridge, the City
adopted toll increases effective October 1, 1988, which are projected to generate funds sufficient to
defease all remaining bridge debt before the new bridge is open to traffic.
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CITY OF CLEARWATER
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INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
As a result, the City anticipates termination of operation of the existing toll bridge, and depreciable lives
on all assets have been shOr1ened as necessary to accomplish full depreciation on September 30, 1995.
It is currently expected that nondepreciable assets, consisting of bridge approaches (cost $170,943) and
constructed jetties (cost $3,051,366) will be transferred to the General Fixed Asset Account Group, at cost,
on the date the existing Bridge ceases operations.
Note (10D) Atrium Fund
During fiscal year 1993, the Gny purchased an office tower in downtown Clearwater which was originally
intended to be used as a consolidated city hall facility. However, changes in the composition of the City
Commission reversed that decision and the building was offered for sale. In the meantime. the office
tower was operated as an enterprise fund, leasing space in the building to numerous clients. The lease
agreements have up to eight years remaining until the expiration of the leases. Minimum future rentals
on noncancelable leases as of September 3D, 1993 are as tollows:
Year Endino Seot. 30
1994
1995
1996
1997
1998
S1,088,087
840,651
576,292
166,650
166,650
Note (10E) Garage Fund
The Garage Fund is an Internal Service Fund which provides motorized vehicles and related services to
other City departments. Charges to user departments have been set in excess at actual expenses
incurred to enable the fund to accumulate resources for the stated purpose of replacing the fleet as
required. This policy has been clearly articulated and has been consistently followed by Chy
management. It is consistent with annual budgets for the Garage Fund presented to and adopted by the
Clearwater City Commission.
Note (11) Fund Deficits
The General Services Internal Service Fund had an unreserved accumulated deficit of $318,961. This
deficit results primarily from differences between the projected costs of services rendered by this fund
upon which departmental billings are based and the actual costs of such services; adjustments in future
billings will eventually eliminate the deficit. The Pier 60 Enterprise Fund has an unreserved accumulated
deficit of S599,400.
Note (12) Residual Equity Transfers Between Funds
Residual equity transfers out for all funds consisted of 58,726,735 net contributions to Proprietary Funds
with credits being made directly to contributed capital accounts in the appropriate funds.
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
Note (13) Contributed Capital. Proprietary Funds
The changes in contributed capital of the City's proprietary funds during fiscal year 1993 were as follows:
Waler and
Sewer Gas Solid Waste Stormwater
Uti I ity U1ility Utility Uti I ity Pier 60 Atrium
Fund Fund Fund Fund Fund Fund i
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Contributions from:
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Other Funds $ 262.978 $1.820,160 $6.643,597 I
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Developers $ 208.458 ,
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Other Governmental Entities 405022 ,
Total Additions 688.549 879 368 262.978 1.820.160 6.643,597
Contributed Capital.
October 1,1992 62.855.3;3 635.380 207.055 12.554.464 917,677
Contributed Capital.
September 30. 1993 $63.543 922 $ 636.259 S2C7 423 $12.817.442 ~737.B37 $6643,597
The City's other proprietary funds had no change in contributed capital during fiscal year 1993.
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Note (14) Subsequent Event
In November 1993 the City sold the office tower it had purchased in March 1993 located in downtown
Clearwater. The building sold for the original purchase price of $6.45 million. The original intended use
for this building was as a consolidated city hall facility. Changes in the composition of the City
Commission reversed this decision and the building was sold. This building was accounted for as the
Atrium. an enterprise fund.
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Note (15) Pending Litigation
There is pending against the City a class action suit brought by approximately 130 current and former
employees alleging violations of the Federal Age Discrimination in Employment Act. Prior to 1988.
employees who were age 45 or older on the date of hire were considered ineligible to participate in the
General Employees' Pension Plan. and were enrolled in social securrty instead. The age 45 exclusion was
deleted in 1988 by a pension plan amendment approved by the voters at referendum, as required by the
pension ordinance. Outside counsel engaged by the City has estimated that the City's chances of
incurring some loss as a result of this lawsuit is probable. Therefore. we have accrued an amount which
we feel to be reasonable in the Central Insurance Fund, an Internal Service Fund.
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In addition, there is pending against the City a Case related to a ClearNater Police Department Swat Team
shooting brought by the heirs of the decedent. The City is vigorously defending the acts of the City and
its employee's as reasonable and justifiable under the circumstances. This case will likely be determined
based upon sympathy and pass;on. regardless of jury instructions to the contrary. Outside counsel
engaged by the City has estimated that if the jury should rule against the City, the verdict could be up
to $2.5 million, plus attorneys fees and costs that could range up to 8250.000. Because the loss is neither
probable, nor reasonably estimated in amount, no liability has been recorded on the accompanying
financial statements.
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In the normal course of operations, the City is also a defendant in various other legal actions, the ultimate
resolution of which is not expected to have a material effect on the financial statements, other than for
amounts which have already been reserved and recorded as liabilities in the Central Insurance Fund.
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30. 1993
Note (16) Extraordinary Item
The Water and Se.....er Financial Statements reflect an extraordinary item, .Loss on Advance Refunding.
of $5, 145,536. This results from the sale of ttle VJater and Sewer Revenue Bonds, Series 1993, which sold
on April 15, 1993. The 1993 Bonds were sold exclusively to refund the outstanding 1988A and 19888
Water and Sewer Bonds, to take advantage of significantly lower interest rates. The analysis prepared
by the City's Underwriter showed a total reduction in overall debt service of $2.879,712, with a present
value savings of S1.619,860.
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Note (17) Joint Venture With PACT, Inc.
PACT, Inc. is a nonprofit corporation which was formed in 1978 for the purpose of financing, constructing,
and operating a periorming arts center on a parcel of donated land located in east Clearwater. In 1981,
the City of ClearNater guaranteed S1,OOO,OOO of the first mortgage obtained locally by PACT to construct
Ruth Eckerd Hall, which subsequently opened in 1983, In addition, the City of Dunedin guaranteed
$1,000,000, Pinel[as County guaranteed $1 ,000.000. and Herald Company. a local corporation, guaranteed
$1,500,000. The City's guarantee takes priority over the other guarantees, and increases each year by
an amount determined by multiplying the current mOr1gage interest rate times the previous guarantee
amount. As of September 30, 1993, the total amount of the City's guarantee ...vas approximately
$2,206,267.
The Ctty 11as also entered into a cancelable agreement to make a $400,000 per year facility use payment
to PACT. in return for which the City reserves the right to rent the facility on 200 occasions per year at
substantially reduced rental rates. Under certain circumstances, the agreement also provides that the Crty
is entitled to receive a portion of PACT operating surpluses, after deducting operating and debt service
expenditures. Ultimate title to the physical facility will revert to the City upon retirement of the mortgage,
but PACT, Inc. will continue as a separate corporate entity. which may agree to continue operations at
the same location leasing the facility from the City or they may choose to continue operations at a different
location.
The City also owns and maintains a parking facility at the PACT site which is leased to PACT, Inc. The
current five.year lease extends from October 1, 1993 through September 30, 1998, and provides for
annual payments of $132,940 adjusted for subsequent increases in the City's estimated cost of operating
the parking facility. Actual lease payments were approximately $126,848 for fiscal year 1993,
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On October 1, 1988 a reorganization created an additional corporate entity subsequently renamed The
Performing Arts Center Foundation, Inc, ("the Foundation'). This new corporation was created to serve
as the fund raising arm of PACT, Inc. As a separate corporate entity, the Foundation can provide
assurances to potential contributors that contributions and endowments will be safeguarded and used
only in accordance with the contributor's wishes, Some assets previously owned by PACT but restricted.
were transferred to the Foundation at net book value, as were many of PACT's liabilities, primarily deferred
revenue from future? pledges and short term debt other than mortgages. The Foundation has provided
operating grants to PACT, Inc. for fiscal years 1993 and 1992 in the amounts of $993,268 and $1,074,289
respectively. In March of 1990, the boards of the Foundation and PACT became totally separate entities,
and each entity has provided separate audited financial statements since that time. Even though the
City's contractual relationship is only with PACT. Inc., management believes that financial information from
both related entities is relevant in assessing PACT's overall financial condition and its potential impact on
the City.
As discussed in Note 1 (A), City management does not believe there is sufficient evidence of oversight
responsibility to warrant inclusion in the City's comprehensive annual financial report as a component unit,
however, the relationship may meet the definition of -Joint Venture' under NCGA Statement NO.7.
Accordingly, the follO\ving summary 1inancial information has been extracted from the separate audited
financial statements for trle year ended September 30. 1993, and is not included anywhere else in this
report.
57
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. CITY OF CLEARWATER
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"I
~ INDEX TO NOTES TO FINANCIAL STATEMENTS
I.;
'~
~ SEPTEMBER 30. 1993
1I
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,~~
Performing
Arts Center I
PACT Foundation I
Inc. Inc. Total
(in OOO's) (in OOO's) (in OOO's)
Year Ended September 30, 1993
Financial Data Summary:
Total Assets $ 9,593 $ 7,663 $ 17,256
Total Liabilities 7,639 2,835 10.474 .1
Fund Balances (Deficit).Unrestricted (1,772) 375 (1,397) ,
:\
Fund Balances-Restricted 3,725 4,452 8,1n I
I "
Revenues-Unrestricted 6,272 1,314 7,586 i
!
Revenues Restricted 1,188 1,188 ,
Total Expenses 6,886 1,500 8,386 I
Foundation Grants to PACT 993 (993) I ' ,
Net Change in Fund Balances (485) 1,242 757
I
I
Outstanding Debt Summary: "
;!
Current Mortgage Maturity 170 170
Non-Current Mortgage Balance 4,378 4,378
Year Ended September 30, 1992
Financial Data Summary:
Total Assets 9,199 7,078 16,2n
Total Liabilities 6,760 3,492 10,252
Fund Balance (Deficit) -U nrestricted (1.466) 375 (1,091)
Fund Balance Restricted 3,905 3,211 7,116
Revenues-U nrestricted 6,146 1,394 7,540
Revenues-Restricted 951 951
Total Expenses 6,791 1,675 8.466
Foundation Grants To PACT 1,074 (1,074)
Net Change Fund Balance (371 ) 670 299 '1
j , ,
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Outstanding Debt Summary:
Line of Credit.Secured 1 1
Current Mortgage Maturity 157 157
Non-Current Mortgage Balance 4,547 4,547
The line of credit is collateralized by pledged contributions receivable. This mortgage is collateralized by
the land and the original building, with secondary guarantees from the Crty and others, as described
above.
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CITY OF CLEARWATER
INDEX TO NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1993
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Since none of the other contingent guarantors on the mortgage possess any residual equity interest in
the property, and none, other than the City. have any annual use payment commitment, it appears that
only the City, and PACT, Inc., could be considered participants in the joint venture, although it is not
possible to assign a 'participation percentage" to the City. It is also not possible to determine the City's
share of assets, liabilities, equity, or changes therein during the year. PACT, Inc., selects its own
management and Board of Directors, and the City has no control over budgeting and financing other than
the indirect influence that its annual facility use payment and contingent mortgage guarantee may provide,
The recent existence of the Foundation serves to stabilize the projected operations of PACT. Inc., and in
the opinion of management provides additional assurances of its ongoing financial viability.
,
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60
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Water and Sewer Utility
to account for the financing, construction, operation and maintenance
of the water and sewer services of the City from charges made to
users of the service. The service area for water and sewer extends
beyond the City limits.
I .
ENTERPRISE FUNDS
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I
Enterprise Funds are used to account for the financing, acquisition, operation and maintenance of
governmental facilities and services that are supported primarily by user charges.
Gas Utility
to account for the financing, construction, operation and maintenance
of the gas service of the City from charges made to users of the
service. The service area for gas extends beyond the City limits.
Solid Waste Utility
to account for the financing, construction, operation and maintenance
of the sanitation service of the City from charges made to users of
the service. The service area for sanitation is coterminous with the
City limits.
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Stormwater Utility
to account for the financing, construction, operation and maintenance
of the stormwater management system of the City from charges
made for each developed property. The stormwater management
area is coterminous with the City limits.
Toll Causeway and Bridge
to account for the financing, operation and maintenance of the toll
bridge crossing CleaN/ater Pass, from tolls paid by users of the
bridge.
Yacht Basin and Marina
to account for the financing, operation and maintenance of the 205-
slip City marina and associated real property on Clearwater Beach
from rents collected from users.
Parking System
to account for the financing, construction, operation and maintenance
of the City's parking system, including on- and off-street parking on
Clearwater Beach and Downtown Clearwater from parking charges.
Pier 60
to account for the operation and maintenance of the fishing pier from
user charges. This fund was closed for reconstruction for most of
fiscal year 1993.
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Atrium
to account for tIle operation of the office tower temporarily owned by
the City in downtown Clearwater. This building was purchased in
fiscal year 1993 and sold in fiscal year 1994.
~ . ' . . " ~ ' . ~'. ..' .... , . . ,~;' #
>
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I
CITY OF CLEARWATER. FLORIDA I
ENTERPRise FUNDS
!
COMBINING BALANCE SHEET I
i
SEPTEMBER 30. 1993 WITH COMPARATIVE TOTAL FIGURES FOR 1992 .
I
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Water 1
and I
Sewer Gas ~id Waste .1
j
Utility Utility Utility 1
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ASSETS
I
Current Assets: I" .'
Cash on Hand Nld in Sanks $ 325 400 200 \
Equity in Pooled Cash en<:llnvestments 9,724.297 1 .215.365 .1
Cash wi1h Escrow Agent
Accounts and Contracts Receivable: .
BlUed 1,471.564 675,118 629,693 !
1
Unbilled Cl'wges Estimerted 1,479.800 583.600 596.400 t
1
2,951,364 1,258.718 1 ,226,093 .. .r
Less: Allowance fO( Uncollectible Accounts (133.816) (50,335) (49.479)
Total Receivables. Net 2,817,548 1,208.383 1,'76.614
.
Due from Other Funds 6,504,840 , ,457 .562 1.208,013 !
,
Due from Other GovernmenUll Entities 429,663 99,508 I
Inventories, at Cost 337,963 564.368 I
Pre~ Expenses and Other Assets 5.856 8.812 I
Total Current Assets 19,880.492 3.239.525 3,699.700
I
Restricted Assets:
Equity in Pooled Cash and Investments 19,556,090 1,303,858 288.853
Due from Other Funds 5.052,040 22,369
I
Due from Other Governmental Entities 769 I
Investments. At Cost Of Amortized Cost (Market
Value. $3.348,248 fO( Water and Se.....er. $797,813 i
for Gas. $71.910 for Solid Was1e. $5.51.833 for Toll
C~eway and Bridge. $42.427 for Yacht Basin and
Marina. and $333.718 for Parking System) 5.073.266 762.194 67,801
Interest Receivable 143,055 16.295 736
Total Restricted Assets 2'9.825,220 2.082.347 379.759
Advances to Other Fund 312,796
Deferred Charges 1,595.533 204,935
Property, Plant and Equipment, Net of AccumuLated
Deprec~tion 14(\.233.684 15.183.050 2,nS.091
~ 199,&17.725 20.709.857 6,855.550
See eccompanying notes to Financial Statements.
Page 1 of 2
Storm water
Utility
Toll
Causeway
and
Bridge
Yacht
Basin
and
Marina
Totals
Parking
System
Pier
60
Atrium
1993
1992
. . . . '. .~ ..' ..' '.' , .: ~ ..'.' " . ,"' ' ~ " . ." ",' '. ,:' .. . . ..' I ...' ' ',' J .
CITY OF ClEARWATER. FLORIDA
ENTERPRISE FUNDS
COMBINING BALANCE SHEET. Continued
~ SEPTEMBER 30.1993 WITH COMPARATIVE TOTAL FIGURES FOR 1992
<
~ Water
'.
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~
.~ Sewer Gas Solid Was1e
i Utility Utility Utility
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I LIABILITIES AND FUND EQUITY
.,
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t Current Uabilities (Payable from Current Assets):
.~
> Accounts and Contracts Payable $ 1.404.440 411.821 340,568
}:'
.~ Accrued Payroll 475,790 156.308 258,711
~
1 Accrued Interest Payable 65.609 14,534
:~ Due to Other Funds 104.266
~ Due to Other Funds (Deficit in Pooled Cash) 1,400.228
~ Deposits
~
Current Portion of Long - Term Uabilities: I
~. Revenue Bonds 559,000 64.000 .1
.\ Notes, Loan Pool Agreement and Acquisition Contracts 7,904 35.678 73,556 I
ij i
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t~ Total Current Uabilities (Payable from Current Assets) 2.512.743 2.1OS.301 751,309 i' '".
,
.'. Current Uabilities (Payable from Restricted Assets):
~
;. Accounts Payable :1
'\ I
.,( Construction Contracts Payable 91,069
)~ Accrued Interest Payable 1.536,836 63 .300
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I Current Portion of Long - Term Uabilities.
".
"
" Revenue Bonds
~ 2,321,000
,- Customer Deposits 627.066 288,853
~ 1.751.122 I
Total Current Uabilities (Payable from Restricted Assets) 5,700,027 690.366 288,853
Total Current Uabilities 8,212.770 2.798.667 1.040,222 I
Long - Term Uabilities. Excluding Current Portion: f
Revenue Bonds 86.423,339 7,507.953 63,650
Notes. Loan Pool Agreement and Acquisition Contracts 11.915 106.922 247,814
Interest Earnings RebatabJe to U.S. Treasury 1.083,295
Advances from Other Funds 312.796
Total Long-Term Uabilities 87.518.549 7.927.671 311.464
Total Uabilities 95.731.319 10.726,338 1.351,686
Contributed Capital: I
Other Funds 379,887 610.930 116,861 ,j
Federal and State Grants 17.661.858 90,194
Developers 32.763.406 ;
I
Property Owners 4.267.398 25.329 368 I
Other Governmental Entities 8.471.313 1
Total Contributed Capital 63.543,922 636.259 207.423
Retained Earnings:
Reserved for:
Revenue Bond Requirements:
Debt Service 7.192.227 721 .030 68,537
. Sinking Fund - Term Maturities 2.857.266
Renewals and Replacements 3.274,714 300.000
13.324.207 1 .021 .030 68,537
I Unreserved 27,248.2n 8,326.230 5.227,904
;)
.~ Total Retained Earnings (Oefici1) 40.572,484 9.347.260 5.296,441
Total Fund Equity 104.116,406 9,983,519 5.503.664
~ 1~?47.725 20.709.857 6.855,550
See eccomI'Mying notes to Financial Statements.
Page 2 of 2
Toll Yacht ,
Causeway Basin Totals !
I
and and Parking Pier 1
Storm water I
Utility Bridge Marina System 60 Atrium 1993 1992 I
10.766 95.625 6.700 45.778 137,441 2.453,1 39 1.465,842
40.731 69.244 38.494 35,124 7,215 1.081,617 951,507
2.861 83,004 9,345
15.000 119,266 536,328
15,167 1,415,395 1,970.763
11.894 5.693 18,483 36,070 17,256
32.095 39,650 694,745 548,424
45.163 162,301 158,503
51.497 195.964 120.112 126.245 22.382 155.924 6.045,537 5.657.968
12.304
451.945 543,014 152.046
60.362 49.959 1,710,467 1,747.616
160,475 160,723 2,642,198 2,447,928
2,667,041 2.651.620
220.837 210,692 451 .945 7,562,720 7,011.514
51.497 417.801 120,112 336.937 474,327 155.924 13,608.257 12,669.482
1.861.587 1.595.135 97,451,664 94,240.077
141.006 507.657 667,934
1.083.295 1,083,295
45,324 358,120 60.324
1.861.587 186.330 1 ,595.1 35 99,400.736 96.051.630
51.497 2.279.388 306,442 1 .932.072 474.327 155,924 113,008 .993 108,721.112
12.817,442 632.281 1.7Tl 753.581 2.730.717 6.643,597 24,687,073 15,960.338
7,120 17,759.172 17.759,172
32.763.466 32,555.008
225,822 232,002 4,750.919 4,674,603
8,471.313 8,066,291
12.817,442 858.103 233,n9 753.581 2,737.837 6.643.597 88,431.943 79,015.412
429,011 40,796 478,515 8,930.11 6 12.12:l,m
562,394 288,081 3,707.741 3.105,332
345.437 135,035 4.055.186 2.249.512
1.336.842 40,796 901,631 16,693.~ 18,682.681
1.753,908 2.883.305 1,120,202 1.567,581 (599,400) 480.859 48,008,866 43.119. 115
1.753,908 4.220,147 1.150,998 2.469.212 (599.400) 480.859 64.701.909 61.801,796
14.571,350 5.078,250 1,3fJ4,777 3,222,793 2.138.437 7.124,456 153.133,852 -L 40,817,208
14.622.847 7.357.638 1.701,219 5.154.865 2,612.764 _ 7..280.380 266.142.845 249.538.320
CITY Of= CLEARWATER, RORIO...
ENTERPRISE FUNDS
COUBlNING STAlCUEtflOF REVENUES. EXPENSES AND CHANGES IN RETA.lNEO EARNINGS
'YEAR ENDED SEPTEMBER 30.'~ WIlli COMPARATJVETOTAL FIGURES FOR ';02
Operating R~nues:
Said to CUllorMIs
SeMc. Charges to Custom...s
tner Char gea to C us 10m<< I
Rentals
Total Operating Rwenues
Water
."d
s.ww Gaa
Utility Utiity
$ ~,781.~ 1'.1go.US
471.43-4 .01,824
30,253.328 12,Hi2.500
<4,700.72Q . 2.O&Q.oes
5,POj.~ . ".7eo,sag
1,318.4QQ 211,137
170.434 . 282.~2
1,'68.02(5 . ~.117
3,605.575 SS3.0Qe
3,De2,307 \ 7ag.1S1
~7,8Q4 184.053
130,1OQ
110,145. 84.sg2
5.080
04.070. 120,000
1,600,544 113.726
S,~2
113.g7e 42.225
31.71,() . 20.150
.71.200
07.131 29.290
2,635,400 1.2Oe.357
22,~.835 1il.01 a.on
7.&4.493 2.273.532
2,~.860 14.5.307
(4,Q53.043) (465.287)
(111.888). (~.42e)
Opetating Exp.na..:
Pwaonal ServicM
Pucha&.. tot Resal4
Opwating Mattfials and Suppliu
Tr anaportation
Utility s..Mee
Solid Waste Dumping Charg.es
o.pttc:iation
Interfund Admin.tralivo Charges
Other Cl.Ir.nt Charges:
Profeuional FMS
AdYtrtislng
Communicatiors
Printing and Binding
lnauanco
~pe.ir. and Maintenance
~
M~laneoua
Amcirti2a tion
O&ta Prooeulng CherQeS
T l.Xes
Pr~ion 1Of' Estimated Uncolle<:tib14 Accounts
Total Other CU'r.rt Charges
ToIal Operating Exp.ns.as
Optrating I~ (loas)
Nonoi*'ating Rwenues (ExpenMS):
Earni1gs on t nvestm.nts
InWest Expense and rlScal Charges
Amorti2ation of Bo11d Discount and lasue Cosb
Gein (Iou) on EJcchano- of Assets
L~ from Writedowns and Replacements of Fixed JUsel:s
Recycling Pro(1am I~n~ Giani
Oth<<
138.047
(2.357.124)
224.2~
(125.117)
Income (Loss) Beier. Op.rating Trans:fwlO
5.327 .360
2.148.415
Operating Trarufws In
Operating Transfers Oul
(1,143.354)
--..J1.143,354)
4,18-4,015
(682.1il(4)
(682.1ilO4)
1,~.511
Net IIlCOf"ne (lou) 6cfore ExtraOfdirwy Item
Extzaadinary Item - Lou on Eart.,t Extinguishment of Debt
(5.145.536)
(061.521)
1.~.511
Net IIlCOf"ne (l Qt.)
Retained Earnilgs COotiel). Beginning of Veer
<4l,534.ooS
7,681.7.;
Re:tidual Equity Trand.. In
Retained Eatnilgs (Oeficl). End of Year
S 40.572.484
Q.347,2t50
Solid Wada
Utiity
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12.570.081
83,~
12.633.424
3.4oe,873
105.eG1
1 .Q57,8~
32,5<57
3.817,83e
335,514
1,001,154
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88,210
136,005
5lI,0004
24,210
28,43e
473.151
'1.22<),e15
1 .41 2.8OQ
127,4;3
(48,511)
(l,n4)
~,4a4
1 25,048
301.740
.'1
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',714.540
(500.870)
(500,870)
1.213.e7Q
1,213.e7Q
4,082,702
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s.. ace:ompanying nou.a to Financ:ial Statements.
ToI Yacht
CaLA.-Y &sin T otak
Stof~ and and Par king PieI
Utility 6lidpe MaIne System 80 Air ium 1 g.Q3 1002
3,370.7<49 843.881 57.788 58.415,078 53.058.320
, 0.732 116.310 1,072.e.s2 856.170
1.630.827 30,701 2.118.012 82.868 13.648 3.8lt4,05e 3,528.2HI
647.6e1 5.238 84e.505 1 ,o(QQ.4C).C 663.387
3.300.481 1.630,821 1.531.243 2.240.460 14O.65e 860,153 &4.882,000 59.006.102
023.ase 363,743 470.081 510.022 100,150 12,ts50,O(22 12.400,107
650.501 30.3.50 11.351.705 10.028,463
180.0lil7 10.377 35.540 50,051 5,273 5.010 1,022.M4 1 .808,2S0 \
185.558 4Q8 6.244 10.730 2.622.861 2.01 1 ,()3g 1
,
7.156 04,103 20.1'8 4.401 106.783 1.<470,871 1,.".<428 I
i
3.817.836 3.648.614 I
647.941 550.128 82.558 130,373 20.163 5.Q4.4.248 5,820.034
380.7~ 82,84S 135.560 On.64C 0,670 10,647 e.465.r~23 6,083.876
86.8S4 91.516 12.345 313.142 111.878 172.554 1 .529.~ 678.QQ2 I
4.368 1.807 13.412 14Q.606 Q4,752 t
,
12.~ 1.6e1 6,478 16.443 381 307.940 307.800 I
324 5,404 I
I
8.150 7.610 37,580 5.eao 3.3.50 305.550 880.240 I
7.171 26.528 17.030 25,1&4 2,m 2,5&4 2.021 ,~ 0421.214 i
24.071 1.130 126.203 5,508 5.778 H58.712 150.QOQ i
16.7a5 4.080 17.810 8.472 3.870 4.~ 271,1OQ 148,875 I
06,~ !
3.350 1.660 7,570 3.880 375 ~.035 go .430
200 50 753 68 .227 ~.430 411.805 I
I
e.5e1 161.<4'8 207.250 I
141.341 158.035 104.941 490 ,034 13O,~ 266 .644 5,1515.201 3.468.255 I
2.450.~ 1.172.785 1.580.528 2,240,8704 318.305 380.203 51.870.751 48.570.15e !
i
030.042 487.042 (40.385) (405) (177 .&49) 470.860 13.011.~ 10..(26.P4e I '
1
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1
I
118.45Q 134,054 32.007 138,501 1.120 O.QQQ 3,277 .6QQ 3,11Q,787 I
(148.075) (17.045) (163.~) (5,70.' .317) (5,250,113)
(10.860) (861) (7.768) (162.sse) (15G.404)
(B.Sl55)
(260.184) (260,1~)
og .4804 230.03e
15 134 .303 30.162 5,418 e58.272 351,~
118.,(50 (24.875) 148.4\94 (2.571) (262.631) 0,QQ9 (2.103.632) (1.716,810)
1,048,501 442,167 9O.1W (2.076) (440.286) 48O,85Q 10.817.707 8,710,130
21.000 21 ,000 55.0Q0
(4a5.G30) (2.7Q3.~ (3,164.420)
(4a5,G30) 21 ,000 (2,772.058) (3.108,421)
582.571 442.167 0lil.1W 18,024 (4-W.286) 48O,8.5Q 8,045.~0 5,&01,700
--- (5,145.~)
582.571 <<2.167 OO.1W 18,02' (4-W.28e) "80 ,BSO 2.lilOO.113 5.&o1,70fJ
1 .171 .337 3.m.08O 1,051.sag 2,451.188 (150.114) 61,801.700 M,132,~
C57.1404
1 .753.P08 4.220.147 1,1M,0Qa 2.~g,21 2 (Sg{l,400) 480.850 ~.701 ,~ e1.801.7~
CITY OF CLEARWATER. FLORIDA
ENTERPRISE FUNDS
COMBINING STATEMENT OF CASH FLOWS
YEAR ENDED SEPTEMBER 30. 1993 WITH COMPARATIVE TOTAL FIGURES FOR 1992
Water
and Solid
Sewer Gas Wa.ste
Utility Utility Utility
Cash Aows from Operating Activities:
Cash Received from Customers $ 30.294.610 11.890.568 12,566.613
Cash Received from Other Funds
Cash Payments to SUPPUer8 (10.022.222) (5.703,441) (4,053.911)
Cash Payments to Employees (4.787,934) (2.056,415) (3.484.507)
Cash Payments to Other Funds (3.n6.695) (1.420,973) (3.224,480)
Other Revenues 138.947 224,762 1 25.048
Net Cash Provided (Used) by Operating Activities 11.840.700 2.934,501 1,928.763
Cash Aows from NoncapitaJ Financing Activities:
Operating Transfers In
Operating Transfers Out (1,143,354) (682,904) (500.870)
Contributions From Other Funds
Grant Revenue 70.026
Loans from Other Funds, Net 1.n8,929 (155,027) (180.108)
Net Cash Provided (Used) by Noncapital Financing Activi1ies 635.575 (837,931) (610.952)
Cash Aows from Cap ital and Related Financing Activiti es :
Principal Payments on Debt (2,587.419) (33,899) (135.884)
Interest PaJd (3.404.909) (499,907) (39.869)
Acquisition of FIXed Assets (7,033,990) (1.803,972) (255.082)
Proceeds from Issuance of Debt 53.210.440
Cash Deposited with Escrow Agent for Bond Defeasance (53.210.440)
Payment of Bond Issue Costs (773.498)
Capital Contributed by:
~r Funds
Other Governmental Entities 405.022
Property Owners 75.069 879 368
Developers 208.458
Net Cash Provided (Used) for Capital and Related Financing
Activitie s (13,111.267) (2.336.899) (440.467)
Cash Aows from Investing Activities:
Purchase of Investment Securities (265,216)
Interest on Investments 2.570.813 1 45,084 127,499
Proceeds from tlw Sales and Maturities of Investments 74.130 7
Interest Rebatable to the U.S. Treasury
Net Cash Provided (Used) in Investing Activities 2.644.943 (120,132) 127.506
Net Increase (Decrease) in Cash and Cash Equivalents 2.015.957 (360,461 ) 1 .004.850
Cash and Cash Equivalents at Beginning of Year 27.264.755 1.664,719 499.568
Cash end Cash equivalents at End of Y&al $ 29,280,712 1.304.258 1.504.418
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Page 1 of 2
Toll Yacht
Causeway Basin Totals I
i
Storm water and and Parking Pier I
Utilrty Bridge M erine System 60 Atrium 1993 1992 I
3.356.591 1,639,827 1.554,Sn 2.240,469 140.656 860.153 64.544,364 57 .892. 717 I
I
97,700 97,790 147,882
r
(295,026) (158.799) (828,618) (511,303) (174.956) (204,664) (21 .952.940) (21.045,802) I
(914,811 ) (345.733) (464.902) (517,424) (101.905) (12.673.631 ) (12.232.522) I
(602.484) (100.637) (205,958) (1,052,757) (15.590) (28.705) (10.428,279) (9.784,336) I
15 36 ,603 30.162_ 5.418 560,955 1,901,031 I
1.544.270 1,034,673 189,792 189,147 (146.377) 626,784 20.148,259 16.878,970
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21,000 21,000
55,999 i
(405,930) (2.793,058) (3,164,420) I
I
53,169 I
70,026 254,992
(654.144) 188.598 (167,081 ) 32,130 (1.247.428) (384,131) 1 .395,064 !
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(1.100,074) 188,598 (167.081) 53.130 (1,247.428) (3.086,163) (1.405.196)
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(178.379) (44.801 ) (180,'33) (3.166,515) (2.865.467) l
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(188.283) (18.537) (167,968) (4,319,473) (4,700,892) i
ff (611,189) (466.430) (34.094 ) (79.725) (441.494) (6,643,597) (17.379,573) (13.123.905) I
.'. 53.210,440 197.153
J, (53.210,440)
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t~ 262,978 1,820.160 6.643,597 8.726.735 1.080,206
~~ 405,022 485,229
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h~: 76,316 70.615
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.t 208.458 698,981
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;~ (348.211 ) (633,092) (97.432) (433,826) 1,378.666 (16.222,528) (18.158,080)
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~ 118.459 135.215 32,913 138.725 1.129 9,999 3.279,836 3,121.694 I
';> 74.137
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.~ 214,444 525.394 (41,808) (52,824 ) (14.010) 636,783 3.928.325 (87,910)
472,641 865,334 264.029 914,012 14.010 31.959,268 32.047,178
687.285 1 ,390.728 _~2g.fl.... 861,188 0 636.783 ~887,593 31 .959.268 I
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CITY OF CLEARWATER. FLORIDA
ENTERPRISE FUNDS
COMBINING STATEMENT OF CASH FLOWS, ContJnued
VEAR ENDED SEPTEMBER 50.1993 WITH COMPARATIVE TOTAL FIGURES FOR 1992
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Wator
and Solid
Sewer Gas Waste
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Utility Utility UtJlity .
Reconciliation of Operating Income (Loss) to Net Cash Pro....ided (Used)
by Operating ActMties:
Operating Income (Loss) $ 7,684.493 2.273,532 1.412,809 -.-
Adjustments to Reconcile Operating Income (Loss) to Net Cash
Provided (Used) by Operating Activities:
Other Revenue from Nonoperating Section of Income Statement 138.947 224,289 125,048
DeprecUrtion 3,605.575 553,996 335.514 '.- .it>,;,
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Provision for Uncollectible Accounts 97.131 29.290 26.436 ::'!
Amor1ization ..
Miscellaneous Expense 534.661 50,762
Change in Assets and Uabllities:
Decrease (Increase) In Accounts Receivable 82.815 (326,386) (261,423)
Decrease (Increase) in Amount Due from Other Go....ernmentAI
Entities (64.159)
Decrease (Increase) in In....entory 11.122 93.698
Decrease (Increase) in Prepaid Expenses (1.456) 473
Increase (Decrease) In Accounts and Contracts Payable (139.336) 48.511 53,075 -.
Increase (Decrease) in Deposits (175.200) 24,445 166.176
Increase (Decrease) in Accrued Payroll 72.113 12,653 12.366
Total Adjustments 4.162.213 660,969 515.954
Net Cash Provided (Used) by Operating Activities $ 11 .846.706 2.934,501 1 ,928.763
,'/-;'
See accompanying notes to Financial Statements.
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Pege 2 of 2
Storm water
U tit it}:
Toll
Causoway
and
Bridge
Yacht
Basin
and
Marina
Totals
Parking
System
Pier
60
Atrium
1995 1992
930,042
(49.385)
10,426.940
457,042
(405)
(177,649)
470.860
13,011.339
15 134,393 30.162 5,41 8 658,272 351,893
647,941 550,128 82,558 139.373 29,163 5,944,248 5.829,034
154.857 207,250
66,988
591 ,423
(33,890) 9.498 (529.386) (579,281 )
(64,159) 1.292,705
(1.140) (2.208) 101 .472 (210,189)
13.940 12,957 (13,379)
(8,868) (523) (5.447) 19.592 (1,554) 137,441 102,891 (546,278)
196 135 18.483 34.235 (114,393)
9,045 18,011 5.179 2.498 (1.755) 130.110 167,674
614,228 567,631 239.177 189.552 31.272 155.924 7.136.920 6.452,024
1,544.270 1 .034.673 189.792 189.147 (146.37n 626.784 20.148.259 16.878.970
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APPENDIX C
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APPENDIX C
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SUMMARY OF CERTAIN I)ROVISIONS OF THE ORDINANCE
The following is a SUln/ll4WY of certain provisions of Ordinance No. 5118-91 (the "Original Ordinance"),
enacted Oil August 15,1991, CIS SUPIJlemcnted by Ordinance No. 5564-94, enacted on August 4,1994 (the "Series
1994A Ordinance" :lJld, collectively with the Original Ordinance, the "Ordinance"). The statements contained
herein do not purport tu be complete Clnd this summaI')' is qualified in its entirety by reference to the Original
Ordinance m){1 the Series 1994/\ Ordimmcc, copies of which may be obtained from the City.
Definitions
"Auditional Parity Obligations" shall mean additional obligations issued in compliance with the terms,
conditions and limitations contained in the Original Ordinance and in the Series 1994A Ordinance and which
(i) shall have a licn on the Pledged Revenues equal to that of the Parity Bonds and the 1994A Bonds, (ii) shall
be payable from tht; Nl:t Rc\.'CIl u~s on a parity with the Parity Bonds and the 1994A Bonds, and (iii) rank equally
in all n;$pl:cts with the Parit y Bonus and the 1994A Bonus.
"Bond Registrar" or "Registrar" shall mean the officer of the Issuer or the bank or trust company which
the Issuer may from time to ti me (ksignate to perform the duties set forth in the Series 1994A Ordinance for
(he Registrar of the 19~)-lA Bonds,
"Bonds" shall mean (i) thL' Bonds authorized under the Original Ordinance, including but not limited
to the Parity Bonds and thell)94A Bonds and (ii) any Additional Parity Obligations issued thereafter in
accordance with the provisiolJs or 1 he Ordinance.
"Code" shall mean the Intcrnal Revenue Code of 1986, as amended, (md the regulations and rules
thereunder in effcct or proposed.
"COI1$lructiOI1 Fund" shall mean the Construction Fund created and established pursuant to the Series
1994A Ordinancc.
"Consulting Engincer" shall mean slIch qualified and recognized indepcndent consulting engineer, having
favorable repute or skill and expericnce, with respect to the acts and duties to be provided to the Issuer, as
employed or rClainctl by 1 hL' Issuer 10 perform the acts and carry out till': duties provided in the Series 1994A
Ordinance,
"Contributions in Aid of Construction" shall mean any amount or item of money, services, or property
received by the bsuer, any portion of which is provided at no cost to the utility, which represents an addition
or transfer to the capital of tlte Syslcm, and which is utilized to offset the acquisition, improvement or
construction costs of the System.
"Cost of Operation and Maintenance" or the System shall mean all current expenses, paid or accrued,
for the operation, maintenance and repair of all facilities of the System, as caiculated in accordance with sound
accounting practice, and shall include, without limiting the generality of the foregoing, insurance premiums,
administrative expenses of the Issuer relate.d solely to the System, labor, cost of materials and supplies used for
current ope rat iOIl, ~\nd charges I'm the accumulation of appropriate reserves for current expenses not annually
recurrent but which arc such as !\lay rc.as(ll1ably be. expected to be incurred in accordance with sound accounting
practice, but excluding any reserve [or renewals or replacements, for extraordinary repairs or any allowance for
deprec.:i<ltion.
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"Credit Facility IsslIL:r" shall mran the provider of a Credit Facility.
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"Credit Facility" or "Credit Facilities" shall mean either individually or collectively, as appropriate, any
bond insurance policy, surety hond, letter of credit, line of credit, guaranty or other instrument or instrument~
that would enhance the credit or the Bonds. The term Credit Facility shall not include any bond insurance,
surety bond or other credit enhancement deposited into or allocated to a subaccount in the Reserve Account
in the Sinking Fund.
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"Gas System Manager" shall mean the Managing Director and Executive Officer of the System of the
City of Clearwater, Floriua.
"Gross Revenues" or "Revenues" shall mean all moneys received from rates, fees, rentals or other charges
or income lkrived 1'1'0/11 the invl:stmcnt of funds, unless otherwise provided in the Series 1994A Ordinance, by
the Issuer or accruing to it in the operation of the System, all calculated in accordance with sound accounting
practice.
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"Holder of Bonds" or "Bondholders" or any similar term shall mean any person who shall be the
registered owner ("Rcgistrrcd Owncr") of any registered 1994A Bond, as shown on the books and records of the
Bond Registrar. The Issurr rnay deem and treat the person in whose name any 1994A Bond is registered as the
absolute owner thereof for the purpose of receiving payment of, or on account of, the principal or redemption
price thereof and interest due therl:on, and for all other purposes.
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"Issuer" shall mean the City of Clearwater, Florida.
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"Net Revenucs" shall mcan Gross Revenues less Cost of Operation and Maintenance.
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"1994A Bonds" shall mean the obligations of the Issuer authorized to be issued pursuant to the Series
1994A Ordinance, which 1994A Bonds are to be issued as one series, designated the Series 1994A Bonds.
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"1994A Project" or "t 994/\ Projects" shall mean the additions, extensions, supplements or replacements
orthe existing System within Pinellas County, Florida, for areas currently served by the System, pursuant to plans
and specifications on tile with the Gas System Manager and the City Clerk and such other capital expenditures
as set forth in the plans and specifications on file with the Gas System Manager and the City Clerk, or any other
lawful purpose related to the, System or the 1994A Project, all as subsequently determined by the Issuer.
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"Parity Bonds" shall mean the outstanding Gas System Revenue Bonds, Series 1991.
"Project Costs" shall mean all costs authorized to be paid from the Construction Fund pursuant to the
Series 1994A Ordinance tll the extent permitted under the laws of the State of Florida. It is intended that this
definition be broadly construed to encompass all costs, expenses and liabilities of the Issuer related to the System
which on the daw of the Scril:s 19~4A Ordillancc or in the future shall be permitted to be funded with the
proceeds of any series of Bonds pursuant to the laws of the State of Florida.
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"Reserve Requirement" for each series of Bonds shall be as determined by subsequent resolution of the
Issuer. The Reserve Requirement for the 1<)l)4A Bonds shall be the lesser of (i) the Maximum Bond Service
Requirement of the 1994A Bonds, (ii) 12Y;'{) of the average annual Bond Service Requirement of the 1994A
Bonds, or (iii) l()lYc'J of the ni:t proceeds of the 1994A Bonds.
"System" shall mean the complete gas system now owned, operated and maintained by the Issuer,
together with any and all assds, improvements, extensions and additions thereto hereafter constructed or
acquired.
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Registr-atioll and Transfer
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Ordinance to COllstitute Contract
In consilkration of the acceptance of the 1~}94^ Bonds authorized to be issued under the Ordinance by
those who shall hold thc same from timc to time, the Ordinance shall be deemed to be and shall constitute a
contracl bet ween the ISSlIcr and sllch Holders. The covenants and agreements therein set forth to be performed
by the bsucr shall be I'm the cqu;tl henclit, protection and security of the legal Holders of any and all of the
Bonds, all of which shall he of equal rank and wit hout preference, priority or distinction of any of the Bonds over
any othn thercof, except as exprL'ssly provided therein.
There shall he a Bond Registrar for the 1994A Bonds which shall be a bank or trust company located
within or without the Stale of Florida. The Bond Registrar shall maintain the registration books of the Issuer
and be responsible for I hc transfer and cxchange of the 1994A Bonds. The Issuer shall, prior to the proposed
date of delivery of I he I {.~\)4A Bonos, hy resolution designate the bank to serve as a Bond Registrar and Paying
Agent. The I30nd Regislrar shall maintain th~ books for the registr:'ltion of thc transfer and exchange of the
Bonds in compliance \vilh an agr~el1lcnl to he executed between the Issuer and such bank as Bond Registrar on
or prior to the dale of ddi\'ery of the )l)1)4A Bonds. Such agreement shall set forth in dctail the dutics, rights
and n:sponsibililics of Ihe panics therell!.
The 19941\ Bonds may be transferred upon the registration books, upon delivery to the Registrar,
togetlH:r with written inslrurlions as to the details for the transfer of such 1994A Bonds, along with the social
security or federal employer jlkntilicatiDIl numbcr of such transfcree and, if such transferee is a trust, the name
and social securily or federal employer iJcntilicatioIl numbers of the scttlor and bcneficiaries of the trust, the
date of the trust and the name {If the tru:;tcc. No transfer of any 1994A Bond shall be effective until entered
on the rq!.istration books maintained hy the Regislrar.
In all cases of Ihe transfer Ill' Ihe It)l)4/\ Bonds, the Registrar shall enter the transfer of ownership in
the registration books and shall ~llJl henticate and deliver in the name of the transferee or transferees a new fully
registered I ()l)4A Bond or 11)94r-\ Bonds of aut horizcd denominations of the samc maturity and interest rate for
the iiR.1!,regalc principal amount which the Regislen:d Owner is entitled 10 receive at the earliest practicable time
in accordance wit h the pro\'isiuns of I he Series 1994A Ordinance. Any 1994A Bond or Bonds shall be
exchangeable I'llI' a )99~IA Bond < 11' Bonds of the same maturity and interest rate, in any authorized denomination,
but in a principal amounl cqual to the unpaid principal amount of the 1994A Bond or Bonds presented for
exchange. Bonds to be exchanged shall be surrendered at the principal office of tbe Registrar, and the Registrar
shall deliver in exchange Iherdor t h.: )l)t)4^ Bond or Bonds which the Bondholder making the exchange shall
be entilkd to recei\'e, The Issuer or the Registrar may charge the Registered Owner of such 1994A Bond for
every such transfer or exchange an ;II1Hlunt sufficient to reimburse them for their reasonable fees and for any
tax, fcc, or other governmental charge required to be paid with respect to such transfer or exchange, and may
requin: lhat such charge be paid hcJDn: any s\1ch ncw 1994A Bond shall be delivered.
All 11)<)4A Bonds delivered upnn transfer or exchange shall bear interest from such date that neither gain
nor loss in interesl shall resull from I he t ransfcr or <.;xchangc.
All '19lJ..t.A Bonds presented fnr transfer, exchange, redem ptiol1 or payment (if so required by the Issuer),
shall be accompanied by ~l writlen instrument or instruments of transfer or authorization for exchange, in form
ancl with guaranty of signalure salisLlclory to the Isslier and the Registrar duly executed by the Registered Owner
or by his duly aulhorized allorney.
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EstablishJJll'lIt of Fund,:.; and Accounts
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The Issuer shall establish wilhin the Construction Fund a separate account in the Construction Fund
for each sL:ries of Bonds.
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The Ordinance creates the following funds and <lccounts: the Construction Fund; the Revenue Fund;
the Operation and M aintellance Fund; the Sinking Fund (with the Interest Account, Principal Account, Reserve
Account and Bond AnHlrtization Account therein, and a separate subaccount in the Reserve Account for each
series of Bonds) and the Renewal and Replacement Account.
Construction Fund
The Construction Fund shall be used only for payment of the cost of the 1994A Project, which shall
include the payment of interest, and if due, principal, on the 1994A Bonds prior to the date on which the 1994A
Project is fully placed in service. Moneys in the Construction Fund, until applied in payment of any item of tbe
cost of a Project, shall he held in trust by the Issuer and shall be subject to a lien and charge in favor of the
Holders of the Bonds and for the further security of slIch Holders.
The Issuer has covtnanted that the acquisition, construction and installation of each Project will be
completed without delay and in accordance with sound engineering practices. The Issuer shall make
disbursements or paymcnts from the Construction Fund only t() pay the. cost of a Project.
Notwithstanding any of th~ other provisions, prior to tlw date the 1994A Project is placed in service, and
thereafter, to the extent that othcr moneys arc not available thcrefor, amounts in the Construction Fund shall
be applied to the payment of principal and interest on Bonds when due.
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Promptly aner thc date ol'the completion of a Project, as dctermined by the Gas System Manager, and
after paying or making provisions for the payment of all unpaid items of the cost of such Project, the Issuer shall
deposit in the following order of priority any balance of moneys remaining in the Construction Fund in (1)
another account of the Construction Fund for which the Gas System M .:tn.lger has stated that there arc
insufficient moneys prcsclll to pay the cost of the related Project, (2) the Reserve Account, to the extent of any
delicicncy therein, and (:;) such other fund or account established under the Ordinance, as shall be determined
by the City Commission of the ISSlIL'f, provided the Issuer has received an opinion of Bond Counsel to the effect
that such transfer shall not adversely affect the exclusion, if any, of interest on the Bonds from gross income for
federal income tax purposcs.
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Flow of Funds
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The entire (;J-OS5 Hcvenues, except the income from investments, derived from the operation of thc
System shall upon receipt thereof he deposited in thc Revenuc Fund. Such Revenue Fund shall constitute a trust
fund for the purposes provided in thc Ordinance, and shall be kept separate and distinct from all other funds
of the Issuer and used only for the purposes and in the manner therein provided.
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All n;venues at any limc rcmaining on deposit in the Revenue Fund shall be disposed of on or before
the lifteenth (15th) day of each IllnIlI h only in the following manner and in the following order of priority:
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(J) Revenucs shalllirst bc used to deposit in the tbe Operation and Maintenance
Fund such Slims as are n~c~ssary for t.he Cost of Operation and Maintenance for the next ensuing month.
(2) Rev~l1l1('.s shall next b~ used for deposit into the Interest Account, such sums
as will be suflicient to pay one-sixth (1/(,) of all interest becoming due on the Bonds on the next semiannual
interest paymL:nt date.
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(3) Revenues shall next be used for deposit into the Principal Account, in any bond
year in which a Serial Bono matun;s, such sums as will be sufficient to pay one-twelfth (1/12) of the principal
maturing on Seriall30nds in sllch year.
(4) Revenues shall next be used for deposit into the Bond Amortization Account,
in any bond year in which an Amortization Installment is due, such sums as will be sufficient to pay one-twelfth
(1/12) of the Amortization Installment required to be made in such year. Such payments shall be credited to
a scpar<lte speci~ll account for each series of Term Bonds outstanding, and if there shall be more than one stated
maturity for Term Bonds of a series, then into a separate special account in the Bond Amortization Account for
each such separate maturity of Term Bonds. The funds and investments in each such separate account. shall be
pledged solely to the p<lyment of principal of the Term Bonds of the series or maturity within a series for which
it is established and shall not be available for payment, purchase or redemption of Term Bonds of any other
series or within a series, or for transfer to any other account in the Sinking Fund to make up any deficiencies
in required payments therein.
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Upon the sale of any series of Term Bonds, the Issuer shall, by resolution or ordinance,
establish the amounts and maturities of sllch Amortization InstaHments [or each series, and if there shall be more
than one mat urity of Term Bonds wit hin a series, the Amortization Installments for the Term Bonds of each
maturity. In the event the moneys deposited for retirement of a maturity of Term Bonds arc required to be
invested, in thc manner provided below, then thc Amortization Installments may be stated in terms of either the
principal amount of the investmcnts to he purchased Oil, or the cumulative amounts of the principal amount of
investments required to have been purchased by, the payment date of such Amortiza,tion Installment.
The requin:d deposits to the Principal Account, Interest Account and Bond
Amortization Account shall be adjusted in order to lake into account the amount of money currently on deposit
therein.
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tvloneys on deposit in each of the separate special accounts in the Bond Amortization
Account shall be used for the open market purchase or the redemption of Term Bonus, pursuant to the
Ordinance, of the series or maturity of Term Bonus within a series for which such separate special account is
established or may remain in said separate special account and be invested until the stated date of maturity of
the T~rm Bonds. The resolution or ordinance establishing the Amortization Installments for any series or
maturity of Term Bonds may limit th~ lIse of moneys to anyone Of more of the uses set forth in the preceding
sentence.
(5) Revenues shall next be applied by the Issuer to maintain in each subaccount
in the Reserve Account a sum equal to the R~serve Requirement, if any, for any subsequent year on each series
of Bonds, which SUIll shall initially be deposited therein from the proceeds of the sale of the Bonds and other
funds of the Issuer.
To the extent the Issuer determines pursuant to a subsequent resolution to fund a
subaccount within the Rc!';erve Account for a respective series of Bonds, the Issuer may provide that the
difference between the amollnts on deposit in such subaccount and the Reserve Requirement for such series of
Bonds shall be an amount covcred by obtaining bond insurance issued by a reputable and recognized municipal
bond insurer, by a surdy bond, by a letter of credit or any combination thereof or by such other form of credit
enhancement as shall b~ approved by a resolution of the Issuer adopted prior to the issuance of the series of
Bonds for which such subaccount is established. Such resolution may also provide for the substitution of such
credit enhancement. nom! insurance, a surety bond, a letter of credit or any combination thereof or such other
form of credit enhancement may in the fmure l)(~ deposited in the subaccount in the Reserve Account for the
Bonds as shall In: approved by suhsequenl resolution of the IsslIer, provided that the provider of such credit
enhancement is thell rated in DnL: of I he two highest rating categories (without regard to gradation) by Standard
and Poor's CorporatiulI and Moody's Inveslors Service, Inc.
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Any withdrawals from any subaccount in the Reserve Account shall be subsequently
restored from the first moneys available in the Revenue Fund on a pro rata basis as to all subaccounts in the
Reserve Account after all required current payments for the Operation and Maintenance Fund and Sinking Fund
(including all deficiencks in prior payments to those Funds) have been made in full.
Notwithstanding any provision of the Ordinance to the contrary, moneys in each
subaccount in the Reserve Account shall he used only for the purpose of the payment of maturing principal of
or interest or making Amortization Installments on the Bonds for which such subaccount was established when
the other moneys in the Sinking Fund arc insufficient therefor, and for no other purpose, including the payment
of any ot her series of Bonds.
In lhe event of the refunding of any series of Bonds, the Issuer may withdraw from the
subaccount within the Reserve Account for such series of Bonds, all or any portion of the amounts accumulated
therein with respect to the Bonds being refunded and deposit such amounts as required by the resolution
authorizing the refunding of such series of Bonds.
(6) The Issuer shall not be required to make any furt her payments into the Sinking
Fund when the aggregate amount of money in the Sinking Fund is at least equal to the total Bond Service
Requirement of the Bonds thcn outstanding, plus t he amount of redemption premium, if any, then due and
thereafter to becol11c due on such Bonds Ihen outstanding by operation of the Bond Amortization Account.
(7) The Issuer shall next apply and deposit the moneys in the Revenue Fund into
the Renewal and Replaccmcnt Fund an amount equal to one-twelfth (1/12) of an amount equal to 5% of prior
year's Gross Revenues; provided, however, that so long as there shall be on deposit in such Renewal and
Replacement Fund a balance of at least $30n,OOO, no additional deposits in such Fund shall be required. The
moneys in the Renewal and Replacement Fund shall be used only for the purpose of paying the cost of
extensions, enlargements or addilions to, or the replacement of capital assets of the System and emergency
repairs thereto. Such moneys on deposit in sHch Fund shall also be used to supplement the Reserve Account,
if necessary, in order lo prevcnt a default in the payment of the principal or Amortization Installments of and
interest on lhe Bonds.
(~) The balance of any l11uneys remaining in the Revenue Fund after the above
required payments have been madc may be lIsed by the IsslIer for any lawful purpose.
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((I) The Opaation and Maintenance Fund, the Sinking Fund, the Renewal and
Replacel11cnt Fund. the Revenue Fund, and all accounts therein and any other special funds established in the
Ordinance shall cOllstil ute trust funds for the purposes provided in the Ordinance for such funds. All such funds
shall be; continuously secured in t hc same manner as city deposits are authorized to be secured by the laws of
the State of Florida.
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Moneys on deposit in the Revenue Fund and the Sinking Fund (except the Reserve Account therein)
may be. invested and reinvested ill the manner provided by law provided such investments either mature or are
redeemable at not less than par at the option of the Issuer not later than the dates on which the moneys on
deposit therein will be needed for tlll~ purpose of such fund. The moneys in the Reserve Account in the Sinking
Fund and in the Renewal and Replacement Fund may be invested and reinvested only in Authorized Investments,
in the manm:r provided by law. All income on such investments shall be deposited into the Revenue Fund;
provided, however, that investment income carlH:d in the Bond Amortization Account shall remain therein or
be transferred to the Principal Account or the; Intcrest Account and lIsed to pay maturing principal, Amortization
Installments and interest on the Bonds.
The cash required 10 hc accounll:d for in each of the foregoing funds and accounts may be deposited
in a single bank account, and funds allocated 10 the various accounts established under the Ordinance may be
C-(j
investcd in a common investment Jlool, provided that adequatc accounting records arc maintained to rcOect and
control the restricted allocation of the cash on deposit therein and such investments for the various purposcs of
stich funds and accounts as provided in the OrdimlOce.
The design at ion and establishment of the various funds and accounts by the Ordinance shall not be
construed to require the establishment or any completely independcnt, self-balancing funds as such term is
commonly dclined and used in government accounting, but rather is intended solely to constitute an earmarking
of certain revenues for certain purposes and to establish ccrtain priorities for application of such revenues as
provided in the Ordinance.
Oper.ltion of Bond AmOl.tizatio/l Account
Money held for the credit of the Bond Amortization Account shall be applied to the retiremcnt of term
obligations as follows:
(I) Subjcct to the provisions of Para!,rraph (3) below, the Issuer may purchase Term
Bonds then outstanding at the 1110st advantageous price obtainable with reasonable diligence, such price not to
exceed the principal of such Term Bonds plus the accrued interest to the datc of delivery thereof. Thc Issuer
shall pay the intcrest accrued on such Term Bonds to the date of delivery thercof from the Interest Account and
the purchase price from thL: Bond Amortization Account, but no such purchase shall be made by the Issuer
within the pL:riod of 45 days immediately preceding any interest payment datc on which Term Bonds are subject
to call for redemption, except from money in excess of the amounts set aside or deposited for the redemption
of Tcrm Bonds.
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(3) MOIlcy in 1 he Bond Amortization Account shall be applied by the Issuer in each
fiscal year to the retirement of Term Bnnds t hen outstanding in the following order:
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(2) Subject to the provisions of Paragraph (3) below, whenever sufficient money is on
deposit ill the Bond Amortization Account to redeem $5,000 or more principal amount of Term Bonds, the
Issuer may call for redemption from money in thc Bond Amortization Account such amount of Term Bonds then
subject to redemption as, with the redemption premium, if any, will exhaust the money then held in the Bond
Amortization Account as m;arly as may be practicable. Prior to calling Term Bonds for redemption, the Issuer
shall withdraw from thl: Intercst Account and from the Bond Amortization Account and set aside in separate
accounts or deposit with the paying agents the respective amounts required for paying the intcrest on and the
principal of and retkmption premium applicable to the Tcrm Bonds so called for redemption.
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(a) The Term Bonds of each series of Bonds, to the extent of the Amortization
Installment, if any, for slIch Fiscal Year for the Term Bonds of each such series then outstanding, plus the
applicable premium, if any, and, if the amount available in such Fiscal Year shall not be sufficient therefor, then
in proportion to the Amortization Installment, if <lilY, for stich Fiscal Year for thc Term Bonds of each such
series then outstanding, plus the applicable premium, if any; provided, however, that if the Tenn Bonds of any
such series shall not thl:Il bc sU'-Jject to redemption from money in the Bond Amortization Account and if the
Issuer shall at any timc be unable to exhaust the money applicable to the Term Bonds of such series under the
provisions of this clause or in thl: purchase of such Term Bonds under the provisions of Paragraph 1 above, such
money or the balancl: or sllch rnom:y, as the case may be, shall be retained in the Bond Amortization Account
and, as soon as it is reasibk, applicd to the Tcrm Bonds of such series; and
(b) Any balance then remaining, other than money retained under thc first
clause of this par,lgraph (3), may be applied 10 the retirement of such Term Bonds as the Issuer in its sole
discretion shall determine, but only, in the case of the redemption of Term Bonds of any series, in such amounts
and on such terms as may be provided in Ihe resolution or ordinance authorizing the issuance of the obligations
of such sL:ries.
C-7
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Covenants of the Issuer
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(4) The Issuer shall deposit into the Bond Amorti:t..ation Account Amortization
Installments for the amortization of the principal of the Term Bonds, together with any deficiencies for prior
required deposits, into the Bond Amortization Account, such Amortiz~llion Installments to be in such amounts
and to be due in stich years as shall be determined by resolution or ordinance of the governing body of the Issuer
prior to the delivery of the Bonds.
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The Issuer shall pay ffOlD the Sinking Fund all expenses 111 connection with any such purchase or
redemption.
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Operation and Maintenance - The Issuer has covenanted to maintain the System and all parts thereof
in good condition and operate the same in an efficient and economical manner making such expenditures for
equipment and for rel1\:wals, repairs and replacements as may be proper for the economical operation and
maintenance thereof.
Operating Budget - The Issuer has covenanted to annually, prior to commencement of each of its Fiscal
Years, prepare and adopt a detailed budget or budgets of the estimated expenditures for the operation and
maintenance of the System during such next succeeding Fiscal Year. The Issuer shall mail copies of such annual
budget or budgets (including any amendments thereto) to any Holder or Holders of Bonds who shall file his
address with the Issuer and request in writing that copies of aU such budgets be furnished him and shall make
available sllch hudgets of the System at all reasonable times to any Holder or Holders of Bonds or to anyone
acting for and on behalf of Stich I-Iolder or Holders, provided that the cost of reproducing and mailing such
budget or budgets shall be borne hy the Holder requesting such budget or budgets.
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Rate Ordinance - The Issuer has covenanted to fix, establish, revise from time to time whenever
necessary, maintain and collect alw~lYs such fees, rates, rentals and other charges for the use of the product,
services and facilities of the System which will always provide Revenues in each year sufficient to pay, and out
of such funds pay, 100% of all Costs of Operation and Maintenance of the System in such year and all reserve
and other payments provided for in the Ordinance and 125% of the Bond SCIVice Requirement due in such year
on all outstanding Bonds. Such rates, fees, rentals or other charges shall not be reduced so as to be insufficient
to provide Revenues for such purposes.
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The Issuer has further covenanted and agrecd that the Issucr will annually within thirty (30) days after
adoption of the budget described above revise such fees, rates, rentals and other charges for the use of the
product, services and facilities or the System to the extent necessary for the estimated Gross Revenues to be
derived from the operation of the Syst em during the next succeeding Fiscal Year to increase over the amount
of actual Gross Revenues from the operation of the System for the next preceding Fiscal Year by the amount
that the estimated expenditures for operation and maintenance of the System during such next succeeding Fiscal
Year shall exceed the actual expenditures for operation and maintenance of the System during such next
preceding Fiscal Year.
Books and Records - The Issuer has covenanted to keep books and records of the Net Revenues of the
System which shall be kept separate and apart from all other books, records and accounts of the Issuer, and the
Holders shall have the right at all reasonable times to inspect all records, accounts and data of the Issuer relating
thereto.
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A/l/lual Audit - The Issller shall also, at least once a year, within six months after the close of its Fiscal
Year, cause the books, records and accollnts rdating to the System to be properly audited by a recognized
independent lirm of certified public accountants and shall make generally available the report of such audits to
any Holder or Holders of Bonds. Such audits shall contain a complete presentation of financial statements in
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accordance with generally accepted accounting principles. A copy of such annual audit shall regularly be
furnished to any nationally recognized bond rating service which, upon application of the Issuer prior to the
issuance of the Bonds, shall have published a rating on the Bonds and to any Holder of any Bonds who shall
have requested in writing that a copy of such reports be furnished him, provided that the cost of reproducing
and mailing such reports shall be borne by the Holder requesting such reports.
No Mortgage or Sale of the .S)'stcm - The Issuer will not sell, lease, mortgage, pledge or otherwise
encumber tht.: System, or any substantial part thereof, or any revenues to be derived therefrom, except as
provided in the Ordinance.
The foregoing provision notwithstanding, the Issuer shall have and in the Ordinance reserves
the right to sell, lease or otherwise dispose of any of the property comprising a part of the System which the
Issuer shall hereafter determine, ill the manner provided therein, to be no longer necessary, useful or profitable
in the operation of the System. Prior to any such sale, lease or other disposition of said property, if the amount
to be received therefor is not in excess of $50,000, the City Manager of the Issuer or other dilly authorized officer
in charge thereof shall make a linding in writing determining that such property comprising a part of the System
is no longer necessary, useful or profitable in the operation thereof.
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If the amount to be received from such sale, lease or other disposition of said property shall
be in excess of $SO,OOO but not in excess of $100,000 such City Manager or other officer shall first make a fmding
in writing determining that such property comprising a part of the System is no longer necessary, useful or
profitable in tht.: operation thereof, and the governing body of the Issuer shall, by resolution or ordinance duly
adopted, approve and concur in the finding of such City Manager or other officer, and authorize such sale, lease
or other disposition of said property.
If the amount to be. received from such sale, lease or other disposition of said property shall
be in excess of $100,000 but not in excess of 10% of the value of fixed assets of the System according to the most
recent annual audit report, such City Munuger or other officer shall first make a finding in writing determining
that such property comprising u part of the System is no longer necessary, useful or profitable in the operation
thereof, and the Consulting Engineer shall make a finding that it is in the best interest of the System that such
property be disposed of, and the governing body of the Issuer shall by resolution or ordinance, duly adopted,
approve and concur in the lindings of such City Manager or other officer and of the Consulting Engineer, and
shall authorize such sale, lease or other disposition of said property.
Anything in this subsection to the contrary notwithstanding, nothing in the Ordinance shall
restrict the goVt.:rning body of the Issuer or, to the extent such authority has been vested in him by such
governing body, t he City Manager in the exercise of his discretion, from authorizing the sale or other disposition
of any of the property comprising a part of the System, if the Consulting Engineer shall certify that the Net
Revenues of the System wili not be materially adversely affected by rcason of such sale or disposition.
Such proceeds shall be placed in the Renewal and Replacement Fund or used for the retirement
of outstanding Bonds, in such proportions to be determined by the governing body of the Issuer upon the
recommendations of the City Manager. The payment of such proceeds into the Renewal and Replacement Fund
shall not reduce the amounts required lo be paid into sllch Fund by other provisions herein.
Anything in this subsection to the contrary notwithstanding, nothing in the Ordinance shall
prohibit the Issuer from transferring ownership of the System to another governmental entity in accordance with
the Ordinance without complying with the provisions described herein.
Insurance - For so long as any ~)f tht.: Bonds arc outstanding, the Issuer has covenanted to carry adequate
lire and windstorm insurance on all buildings and structures of the works and properties of the System which
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are subject to loss through fire or windstorm, and to otherwise carry insurance of all kinds and in the amounts
normally carried in the operation of similar facilities and properties in Florida; provided, however, that in lieu
of such insurance the Issucr may establish a qualified plan of self-insurance. Any such insurance shall be carried
for the benefit of the Holders of the Bonds. All moneys received for losses under any of such insurance, except
public liability, are pledged by the Issuer as security for the Bonds, until and unless such proceeds are used to
remedy the loss or damage for which such proceeds arc received, either by repairing the property danlaged or
replacing the property destroyed as soon as practicable.
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No Free Service - The Issuer has covenanted to not render or cause to be rendered any free services of
any nature by its System, nor to establish any preferential rates for users of the same class. Whenever the Is:mer,
including its departments, agencies and instrumentalities, shall avail itself of the product, facilities or services
provided by the System, or any part thereof, the same rates, fees or charges applicable to other customers receiv-
ing like services under similar circumstances shall be charged to the Issuer and any such department, agency or
instrumentality. Such charges shall be paid as they accrue, and the Issuer shall transfer from its general funds
to the Revenue Fund sufficient sums to pay such charges. The revenues so received shall be deemed to be
Revenues derived from the operation of the System, and shall be deposited and accounted for in the same
manner as other Revenues derived from such operation of the System.
Enforcement of Collections - The Issuer has covenanted to diligently enforce and collect the rates, fees
and other charges for the services and facilities of the System herein pledged; to take all steps, actions and
proceedings for the enforcement and collection of such rates, charges and fees as shall become delinquent to the
full extent permitted or authorized by law; and to maintain accurate records with respect thereof. All such fees,
rates, charges and revenucs pledged in the Ordinance shall, ..\S collected, be held in trust to be applied as therein
provided and not otherwise.
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The Issuer will, under reasonable rules and regulations, to the full extent permitted by law, shut
off the connection of any users of the system for non-payment of fees, rentals and other charges for the services
of the System and shall not furnish him or permit him to receive from the System further service until all
obligations owed by him to the Issuer on account of services shall have been paid in full.
Consulting Engineer - The Consulting Engineer shall provide the Issuer with competent engineering
counsel affecting the proper, efficient and economical operation and maintenance of the System and in
conncction with the making of capital improvements and renewals and replacements to the System. The Gas
Systcm Manager may undertake the duties of Consulting Engineer for purposes of the Ordinance so long as such
Gas System Manager is a registered engineer in the State of Florida; provided however, that the Gas System
Manager shall not perform certain dutiL:s of Consulting Engineer as set forth in the Ordinance.
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City Manager Reports - On an annllal basis, the Issuer has covenanted to cause to be prepared by the
City Manager a report or surveyor the System, with respect to the management of the properties thereof, the
sufficiency of the rates and charges for services, the proper maintenance of the properties of the System, and
the necessity for capital improvements ami recommendations therefor. Such a report or survey shall also show
any failure of the Issuer to pcrform or comply with the covenants contained in the Ordinance.
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If any such report or survey of the City Manager reflccts that the rates and charges are
insufficicnt to protect the rights of t he Bondholders, then the Issuer shall take such steps as are required by law
to raise the rates and charges for services of the System.
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No Competing .~)'sle/1l - Tn the full ex1cnt permitted by law, the Issuer has covenanted to not hereafter
grant, or cause, consent to, or allow the granting of, any franchise or permit to any person, fum, corporation or
body, or agency or inst rumcl1talily whatsocver, for the furnishing of competing gas services to or within the
boundaries of the IsslIer; provided, however, that if the Gas System Manager renders an opinion that it would
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C-IO
Issu.lncc or Additional Pm'ity Obligations
not be feasible for the Issuer to provide such services to any specific area within the three years succeeding a
request to provide such service, the Issuer may authorize or allow the granting of such franchise or permit for
such area upon such terms and conditions as it may approve.
Unlawful CO/lnectioll Prohibited - The Issuer has enacted an ordinance making it unlawful for any person
or persons to tamper with, change or make any connection with the System without tile written consent of the
Issuer, or to make any rcconncction with the System when service has been discontinued for delinquent charges,
Ulltil such delinquent charges have been paid in full, including interest, reasonable penalties and rcconncction
charges. The Issuer will diligcrllly, to the full extent permitted by law, enforce this covenant and prosecute any
person violating the provisions of this covenant or any penal ordinance relating to the same.
Issuance of Other OhligCltions
The Issuer has covenanted to not issue any other obligations payable from the Gross Revenues of the
System nor voluntarily create or cause to be created any debt, lien, pledge, assigllmcnt, encUD1brance or other
charge having priority to or being on a parity with the lien of the Bonds and the interest thereon upon said
RcvcnUl;;S except under the conditions and in the manner provided herein. Any obligations issued by the Issuer
other than the Bonds authorized in the Ordinance and Additional Parity Obligations provided for therein,
payable from such Revenues, shall contain an express statement that such obligations are junior and subordinate
ill all respccts to the Bonds, as to lien on and source and security for payment from such Revenues.
Additional Parity Obligations, payable on a parity from the Net Revenues of the System with the Bonds,
may be issued after the issuance of any Bonds, for the construction and acquisition of additions, c,acnsions and
improvements to the System or for refunding purposes and upon the following conditions:
(1) The Net Revcm:es derived or which would have been derived, if adjusted as
provided herein, from the System, eithcr during the immediately preceding Fiscal Year, during any twelve (12)
consecutive calendar months of the eighteen (18) calendar months immediately preceding the sale of the
proposed Additional Parity Obligations or during the last twelve (12) month period for which the Issuer has
audited financial statements for the System, at the option of the Issuer, shall have been not less than 125% of
the Maximum Bond Service Requirement which will become due in any calendar year thereafter on (a) the 1991
Bonds then outstanding, (b) any Additional Parity Obligations issued and then outstanding, and (c) the
Additional Parity Obligations then proposed to be issued.
In determining the amount of Net RevenueS for the purposes of paragraph (1) above,
the Consulting Engineers may ad.il~st the Net Revenues by adding thereto the following:
(a) The Net Revenues (computed for such utility on the same basis as net
rcvenues arc computed for the Systcm) or any gas utility which the Issuer shall have acquired prior to the
issuance of such Additional Parity Obligations or which the Issuer shall be acquiring from proceeds of such
Additional Parity Obligations; ami
(b) [n the event a change has been made in the rate schedules for services
from the System prior lu t hc iS1'u4Ince of the proposed Additional Parity Obligations for a part of such 12 month
pcriod referred to in (I) above, and sllch ch;lIlge has resulted in an inc.case in Nct Revenues, such amount of
additional Net Rl:VenUL'S which the Cunsulting Engineers estimate would have been received by the Issuer during
slIch 12 month pniod if such changc in such rate s{:hedulc had been in effect during the entire 12 month period
and in lhe event a change has becn made in the rate schedules for services from the System prior to the issuance
of the proposed Additional Parity Obligalions for a part of such 12 month period referred to in (1) above, and
s\lch (~hangc ha!' resulted in a decrease in Net Revenues, by subtracting therefrom such amount of the Net
Rcvellucs which the Consulting Engim:l:Ts c:-.timatc would not have been received by the Issuer during such 12
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month period referred to in (1) above, if such change in such rate schedule had been in effect during the entire
12 month period.
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(2) Each resolution or ordinance authorizing the issuance of Additional Parity
Obligations wiIl recite that all of the covenants herein contained will be applicable to such Additional Parity
Obligations.
(3) The Issuer shall not be in default in performing any of the covenants and
obligations assumed hereunder, and all payments herein required to have been made into the accounts and funds,
as provided hereunder, shall have been made to the full extent required.
Any Holder of Bonds issucd under the provisions of the Ordinance or any trustee acting for the Holders
of such Bonds, may either at law or in equity, by suit, action, mandamus or other proceedings in any court of
competent jurisdiction, protect and enforce any and all rights, including the right to the appointment of a
receiver, existing under the laws of the State of Florida, or granted and contained herein, and may enforce and
compel the performance of all dutit.:s required herein or by any applicable statutes to be performed by the Issuer
or by any ofticer thereof.
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(F) To assure cUl11pli~Hlce v'/ith Fcderal"arbilrage" provisions in effect from time to time;
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Nothing herein, however, shall be construed to grant to any Holder of the Bonds any lien on
the System or any real property of the Issller.
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Amending and Supplementing of Ordinant'c \Vithout Consent
of Registered Owners of Bonds
Thl' Issuer, from time to time and at any time and without the consent or concurrence of any Registered
Owner of any Bond, may adopt an ordinance or n;solution amendatory or supplemental to the Ordinance, if the
provisions of stich supplemental ordinance or resolution shall not adversely affect the rights of the Registered
Owners of the Bonds then Outstanding, for anyone or more of the following purposes:
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(A) To make any changes or corrections in the Ordinance as to which the Issuer shall have
been advised by counsel that arc required for the purpose of curing or correcting any ambiguity or defective or
inconsistent provision or omission or mistake or manifest error contained in the Ordinance, or to insert in the
Ordinance such provisions clarifying matters or questions arising under the Ordinance as arc necessary or
desirable;
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(B) To add additional covenants and agreements of the Issuer for the purpose of further
securing the payment of thc Bonds;
(C) To surrender any right, power or privilege reserved to or conferred upon the Issuer by the
terms of the Ordinance;
(D) To confirm as further assurance any lien, pledge or change, or the subjection to any lien,
pledge or change, created or to be created by the provisions of the Ordinance;
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(E) To grant to or confer upon the Registered Owners any additional right, remedies, powers,
authority or security that lawfully may be granted to or conferred upon them;
(G) To bring all or a portion of Lhe System into compliance with applicable state or federal
laws; and
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Federal Income Tax Covenants
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(1-1) To modify any of the provisions of the Ordinance in any other respects provided that such
modification shall not be dTective until afta the Bonds Outstanding at the time such supplemental ordinance
or resolution is adopted shall Cl:ase to be Outstanding, or until the Holders thereof consent thereto pursuant to
the Ordinancc,and any Bonds issued subsequent to any such modification shall contain a specific reference to
the modifications contained in slIch suppkmental ordinance or resolution.
Amendment of OrdirHlncc with Conscnt of Rcgistl~rcd Owncr of Bonds
Except as otherwise provided in the Ordinance, no material modilication or amendment of the
Ordinance or of any ordinance amendatory thereof or ordinance or resolution supplemental thereto may be made
without the consent in writing of the Registered Owners of tifty-one percent or more in the principal amount
of the Bonds of each Series so affected and then outstanding; provided, however, that no modification or
amendment shall permit a change in the maturity of such Bonds or a reduction in the rate of interest thereon
or in the amount of th~ principal obligation thereof or affecting the promise of the Issuer to pay the principal
of and inter~st on the Bonds as the same shall become due from the Net Revenues of the System or reduce the
percentage of the Regislcreu OWI1L:fS of thL: Bonds required to consent to any material modification or amend-
ment of the Ordinance without lhe consent of the Registered Owner or Registered Owners of all such
obligations. For purposes of this paragraph, to lhe extent any Bonds are secured by a Credit Facility and such
Bonds arc then rated in one of the two highest rating categories (without regard to gradation) by either Standard
& Poor's Corporation or Moody's Investnrs Service, Inc., or successors and assigns, then the consent of the
Credit Facility Issuer shall be deemed lo constitute the consent of the Registered Owner of such Bonds and in
such case no consent of lhe Registered Owners of such Bonds shall be required; provided, however, a copy of
such amendment shall be provided to Stich rating agencies not less than thirty (30) days prior to the effective date
thereof.
Defeasance
If, at any time, the IsslIer shall have paid, or shall have made provision for payment of, the principal,
interest and redemption pn:miums, if any, with respect to the Bonds, theIl, and in that event, the pledge of and
lit.:n on the Net Revenues in favor of the Holders of the Bonds shall he no longer in effect. For purposes of the
pr<.;ct.:ding sentence, dt.:posit or r:~dl:ral Securitit.:s or bank certificates of deposit fully secured as to principal and
in Wrest by Federal Securities in irrevucab\t; trust with a banking institution or trust company, for the sole benefit
of the Bondholders, in respect to which such Ft.:deral Securities or certificates of deposit, the principal of which,
together with the income thereon, will he sufJicient to make timely payment of the principal, interest, and
redemption premiums, if any, Oil the outstanding Bonds, shall be considered "provision for paYluent." Nothing
herein shall be deemed to req uire the Issuer to call any of the outstanding Bonds for redemption prior to
maturity pursuant to any applicahle optional redemption provisions, ur to impair the discretion of the Issuer in
determining whether to exercisL: any such option for early redemption.
The Issucr has covcnanleu wilh the Regislered Owners of each series of Bonds that it shall not use the
proceeds uf' such series of BOllds in any manner which would cause the interest on such series of Bonds to be
or bt.:come includable in the gross income of the Registered Ownt.:r thereof for federal income tax purposes.
The Issuer has cuvenanted with the Registered Owners of each series of Bonds that neither the Issuer
nor any person under its control or direction will makt.: any use of the proceeds of such series of Bonds (or
amounts deemed to be prnceeds under the Code) in any manner which would cause such series of Bonds to be
"arbitrage bonds" within the meaning of Section I~ of the Code and neither the Issuer nor any other person
shall do any act or fail to do any ,Ict which would cause the interest on such series of Bonds to become
includable in the gwss income or t hl~ Registered Owner thereof for federal income tax purposes.
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The Issller has co\'enanted with the Registered Owners of each series of Bonds that it will comply with
all provisions of the Code: IlClTssary tll maintain the exclusion of interest on the Bonds from the gross income
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of the Registered Owner thereof for federal income tax purposes, including, in particular, the payment of any
amount required to be rebated to the U.S. Treasury pursuant to the Code.
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FORM OF BOND COUNSEL OPINION
[Delivery date of issue]
city commission
city of Clearwater
Clearwater, Florida
$
CITY OF CLEARWATER, FLORIDA
GAS SYSTEM REVENUE BONDS, SERIES 1994A
Ladies and Gentlemen:
We have acted as bond counsel in connection with the issuance
by the City of Clearwater, Florida (the "Issuer"), of its
$ Gas System Revenue Bonds, Series 1994A (the "Series
1994A Bonds"), pursuant to the Constitution and laws of the State
of Florida, Chapter 166, Part II, Florida statutes, and other
applicable provisions of law, Ordinance No. 5118-91, enacted by the
City Commission of the Issuer on August 15, 1991 (the "Original
Ordinance"), as amended and supplemented by Ordinance No. 5564-94,
enacted by the City Commission of the Issuer on August 4, 1994, as
amended and supplemented (the "Series 1994A Ordinance" and together
with the Original Ordinance, the "Ordinance"). Any capitalized
undefined terms used herein shall have the meaning set forth in the
Ordinance.
As to questions of fact material to our opinion, we have
relied upon representations of the Issuer contained in the Ordi-
nance and in the certified proceedings and other certifications of
public officials furnished to us, without undertaking to verify the
same by independent investigation. We have not undertaken an
independent audit, examination, investigation or inspection of such
matters and have relied solely on the facts, estimates and circum-
stances described in such proceedings and certifications. We have
assumed the genuineness of signatures on all documents and instru-
ments, the authenticity of documents submitted as originals and the
conformity to originals of documents submitted as copies.
':
We have not been engaged or undertaken to review the accuracy,
completeness or sufficiency of any offering material relating to
the Series 1994A Bonds. This opinion should not be construed as
offering material, an offering circular, prospectus or official
statement and is not intended in any way to be a disclosure state-
ment used in connection with the sale or delivery of the Series
1994A Bonds. Furthermore, we are not passing on the accuracy or
sufficiency of any CUSIP numbers appearing on the Series 1994A
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[Delivery Date of Issue]
Page 2
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Bonds. In addition, we have not been engaged to and, therefore,
express no opinion as to compliance by the Issuer or the under-
writer with any federal or state statute, regulation or ruling with
respect to the sale and distribution of the Series 1994A Bonds.
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In rendering this opinion, we have examined and relied upon
the opinion of even date herewith of Alan Zimmet, Esquire, Counsel
for the Issuer, as to the due creation and valid existence of the
Issuer, the due enactment of the Ordinance, the due authorization,
execution and delivery of the Series 1994A Bonds and the compliance
by the Issuer with all conditions precedent to the issuance of the
Series 1994A Bonds.
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The Series 1994A Bonds are being issued on a parity with the
Issuer's $7,680,000 Gas System Revenue Bonds, Series 1991 (the
"Series 1991 Bonds"), issued under the Original Ordinance.
Pursuant to the terms, conditions and limitations contained in the
Ordinance, the Issuer has reserved the right to issue obligations
in the future which shall have a lien on the Net Revenues equal to
that of the Series 1991 Bonds and the Series 1994A Bonds.
The Series 1994A Bonds do not constitute a general obligation
or indebtedness of the Issuer within the meaning of any constitu-
tional, statutory or other limitation of indebtedness and the
holders thereof shall never have the right to compel the exercise
of any ad valorem taxing power of the Issuer or taxation in any
form of any real or persona 1 property for the payment of the
principal of or interest on the Series 1994A Bonds.
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The opinions set forth below are expressly limited to, and we
opine only with respect to, the laws of the State of Florida and
the federal income tax laws of the united States of America.
Based on our examination, we are of the opinion, as of the
date of delivery of and payment for the Series 1994A Bonds, as
follows:
1. The Ordinance has been duly enacted by the Issuer and
constitutes a valid and binding obligation of the Issuer enforce-
able upon the Issuer in accordance with its terms.
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2. The Series 1994A Bonds have been duly authorized, executed
and delivered by the Issuer and are valid and binding special obli-
gations of the Issuer enforceable in accordance with their terms,
payable solely from the sources provided therefor in the Ordinance.
3.
"Code") ,
The Internal
establishes
Revenue Code of 1986, as
certain requirements which
amended
must be
(the
met
4. The Series 1994A Bonds are exempt from intangible taxes
imposed pursuant to Chapter 199, Florida statutes.
City commission
[Delivery Date of Issue]
Page 3
subsequent to the issuance and delivery of the Series 1994A Bonds
in order that interest on the Series 1994A Bonds be and remain
excluded from gross income for purposes of federal income taxation.
Non- compliance may cause interest on the Series 1994A Bonds to be
included in federal gross income retroactive to the date of
issuance of the Series 1994A Bonds, regardless of the date on which
such non-campI iance occurs or is ascertained. The Issuer has
covenanted in the Ordinance to comply with such requirements in
order to maintain the exclusion from federal gross income of the
interest on the Series 1994A Bonds.
Subject to compliance by the Issuer with the aforementioned
covenants, (a) interest on the Series 1994A Bonds is excluded from
gross income for purposes of federal income taxation, and
(b) interest on the Ser ies 199 4A Bonds is not an item of tax
preference for purposes of the federal alternative minimum tax
imposed on individuals and corporations; however, with respect to
corporations (as defined for federal income tax purposes), such
interest is taken into account in determining adjusted current
earnings for the purpose of computing the alternative minimum tax
imposed on such corporations. We express no opinion regarding
other federal tax consequences arising with respect to the Series
1994A Bonds.
It is to be understood that the rights of the owners of the
Series 1994A Bonds and the enforceability thereof may be subject to
the exercise of judicial discretion in accordance with general
principles of equity, to the valid exercise of the sovereign police
powers of the state of Florida and of the constitutional powers of
the United states of America and to bankruptcy, insolvency, reorga-
nization, moratorium and other similar laws affecting creditors'
rights heretofore or hereafter enacted.
Our opinions expressed herein are predicated upon present law,
facts and circumstances, and we assume no affirmative obligation to
update the opinions expressed herein if such laws, facts or circum-
stances change after the date hereof.
Very truly yours,
BRYANT, MILLER AND OLIVE, P.A.
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APPENDIX E
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FINANCIAL (;lJARANTY INSUI~NCE POLICY
Municipal Bond Invc.'.;tOI4S Assurance Corporation
Annonk, New York 10504
Potie:y No, [NUMBERI
MwUcipaI Bond 1mestors A.s:suranre Corporation (Ihe "'Il<un:::t"), in colL<>idcration of the payment of the premiwIl and subject 10 the terms of tItis
policy, hereby unoonditionally and i.rrcvocably gtrafimlccs to any O\'I1lCf, a<; hcrein,1ftcr dc::fired. of the foUowing dc9::ribcd obligations, the full and
oompIde paymenL requiIOO to be ~ by or on behalf of tile Issuer to IINSERT NAME OF PAYING AGENT} or its SUO:CS9Jf (the "Paying Agent")
of an amount equal to (i) tlle principal of (either at the stntcd maturity or by any advancement of maturity pursuant to a I1laOOatory sinking fund
payment) and interest on, tbe Obligations (as that term is ddiocd below) as such JX1Ym:nlS sba1l become due but shall 00( be ~ paid (except that in the
e\en1 d any accelcrntion of the due date of sudl principal by mL~n of mandatory or optiooal redemption or accclcrntion ICsuIting from ~t or
~ cther than any advaoc.cnaU of maturity ~&1.1I11 to a I11.'lMatory sinking fund ~ the payments guarant.eOO l\::reby shall be made in
su:h amoun1S and at soch tUres ~ such paym:ms of principal would h,1'.e been <too h3d there 0(( been any soch a:x:cleration); and (u) the
rcirriJursement of any such payment whidl is ~' l'CCO\crcd from any owner pursuant to a final judgment by a court of compctent jurisdiction
that such ~ ooostitutcs an awidable prefcrcncc (0 sucll 0\\'OCt wiuJin tlle meaning of any applicable bankruptcy law. TIle amounts referred to
in c!aus:s (i) and (u) of the preceding ~ shall be referred to herein coUocti\cly as the "Insured Amounts." "Obligations" shall mean:
[I> AR)
[LEGAL NAME OF ISSUE)
Upon ro:cipt of telephonjc ()(" telegraphic ooticc, sudl noti~ subs:'q\~1tly confirm.xi in writing by registered Of a:rtificd m.aiI. or upon roccipt of
written notire by registered or cxrified mail, by tl1e Insurer from tile P3ying Agent or any owner of an OOigation UlC paym::lU of an Insured Amount
for which is tl~ dtk:, that soch required payment has no( been nl3&; tl~ Insurer on ~ ~ date of soch payment or within ore business day after
receiJXofnoticeofsoch nonpayment, 'Whichever is L1tcr, will make ackpositoffunds, in an acoountwith State Street Bank and Trust Company, NA.
in New Yodc, New Yodc, or its SlkX:CSS)f, sufficient for UlC payn~ of any soch Insured Amounts whidl are then doc.. Upon presentrneDt and
surrender of sudl <X>ligations or presmtrnent of such other proof of ownership of the Obligations, togctber with any appropriate instnnnents of
assignment to evidence the ~gnmcnt of the Insured Amounts due on the Obligations as are paid by the J.nsurer, and appcqJriale instruments to effect
~1e appointment of the Insurer as agent for soch owners of the Obligations in any legal ~ne related to payment of lnsurcd Amounts on the
Obligations. soch instruments being in a form satis1:1dOry to State Street Bank and Trust Company, NA, State Strcct Bank aM Trust Company, NA
shall ~ to such owners.. or the Paying Agent payment of the I~ Amounts due on such Obligations, less any amount held by the Paying
Agent for the payment of su:h Insured Amounts ani 1cg:1l1y ;l\r.libble therefor. TIlls policy does not insure against loss of any prepayment premiwn
which may at any time be payable with respect to any Obligation,
As usaf herein. the tem1 "owner" 511311 mean the ~ owner of any Obligation as indic.Ued in the boOOs main1ai.ncd by tl1e Paying Agent. Ole
ls;ua', or any designee oftllC Issue:r for such purpose, The term O\VIlCf shall not ioclude the Issuer or any pany \\1~ agreement with U1e Issuer
coosritutcs UlC underlying sxxunty for the Obti~tions,
Any 9:Mre of process on Ole Insurer may be made 10 the I InlIer at ill) ofIias located at 113 King Strcct. Annonk, New York 10504 and such servire
of process shall be valid aM binding.
TIUs policy is non-canccl1able for any rea9J11. 'Ole premium ol1lhis policy is no( rctundable for any reason induding the payment prior to maturity of
t.he Obligations.
'n)C insurance provided by Olls poliG)' is not rovcroj by tlIC f'lolida lrt5UI7l~ Guaranty Associa.tion aea1.cd WID d\afXcr 63 I, Florida StaLu1cS,
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IN WfINESS WHEREOF, Ule lnsurc:r has CllL~ lhis ("X.)lic)' 10 I~ c:.xIX:utcd in fJCSimilc on its bcha1fby its duly authorized offiro-s, this [DAY] day
o[fMONTI1, YEARJ,
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COUNTI~RSIGNED:
MUNICIPAL BOND INVESTORS
ASSURANCE COHPOHATION
ResideUI I iccmcd Agent
President
^ llest.
ell)', Sl;lle
A'>Sist..:ml Scactary
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EXHIBIT C
COMMITMENT TO ISSUE A FINANCIAL GUARANTY INSURANCE POLICY
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C01\'1l\lITl\'1ENT TO ISSUE A
FINANCIAL GUARANTY INSURANCE POLICY
Application No.: 94-07-6332
Sale Date: September 1994
Program Type: Competitive DP
Re: $8,250,000 (Est) City of Clearwater, Florida, Gas System Revenue Bonds, Series 1994A
(the "Obligations")
This commitment to issue a financial guaranty insurance policy (the "Commitment")
constitutes an agreement between CITY OF CLEAR \V A TER, FLORIDA the ("Applicant") and
~1UNICIP AL BOND INVESTORS ASSURANCE CORPORATION (the "InsureI'"), a stock
insurance company incorporated under the laws of the State of New York.
Based on an approved application dated July 25, 1994, the Insurer agrees, upon
satisfaction of the conditions herein, to issue 011 the earlier of (i) 120 days of said approval date
or (ii) on the date of delivery of an payment for the Obligations, a financial guaranty insurance
policy (the "Policy") for the Obligations, insuring the payment of principal of and interest on the
Obligations when due. The issuance of the Policy shall be subject to the following terms and
conditions:
1. Payment by the Applicant, or by the Trustee on behalf oJ the Applicant, on the date
of delivery of and paYlnent for the Obligations, the following payments:
a. a nonrefundable premimTI in the amollnt of .275% of total debt service,
premium rounded to the nearest thousand. The pren1iul11 set out in this paragraph shall be the
total premium required to be paid on the Policy issued pursuant to this Commitment;
b. Standard & Poor's Ratings Group rating agency fees in an amount to be billed
directly by Standard & Poor's Ratings Group, based on the final par and other factors as
determined by Standard & Poor's Ratings Group; and
c. ~1oody's Investors Service rating agency fees in an an10unt to be billed directly
by Moody's Investors Service, based on the final par and other factors as detern1ined by Moody's
Investors Service.
2. The Obligations shall have received the unqualified opinion of bond counsel with
respect to the tax-exempt status of interest on the Obligations.
3. There shall have been no material adverse change in the Obligations or the
Resolution, Bond Ordinance, Trust Indenture or other official document authorizing the issuance
of the Obligations or in the final official statement or other similar document, including the
financial statements included therein.
4. There shall have been no material adverse change in any information submitted to
the Insurer as a part of the application or subsequently submitted to be a part of the application
to the Insurer.
5. No event shall have occurred which would allow any underwriter or any other
purchaser of the Obligations not to be required to purchase the Obligations at closing.
By
,../'/ C '-Z~ ,.-
/.~~'/ /7, ,
C";;:'C:'L--/:U /fir' /' -' 2-__
MBIA
6. All documents executed in connection with the issuance of the Obligations shall
contain a provision which requires copies of any amendments to such documents consented to
by the Insurer to be sent to Standard & Poor's.
7. A Statement of Insurance satisfactory to the Insurer shall be printed on the
Obligations.
8. Prior to the delivery of and payment for the ObligatiOl~S" none of the information or
documents submitted as a part of the application to the Insurer shall be determined to contain
any untrue or misleading statement of a material fact or fail to state a material fact required to
be stated therein or necessary in order to make the statements contained therein not misleading.
9. No material adverse change affecting any security for the Obligations shall have
occuned prior to the delivery of and payment for the Obligations.
10. This Commitment may be signed in counterpart by the parties hereto.
Dated this 25th day of August, 1994.
'1\1UNICIPAL BOND INVESTORS ASSURANCE CORPORATION
Assistant Secretary
CITY OF CLEARWATER, FLORIDA
By: ~'-q-D..J-J::., ct ~
Title: Finance Director
. .' '. , . .
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AGENDA
DATE
iTEM #...80
f
-+ o (oCr CD
~
...........--..-.....,....... .
, . ~.. .' . ' : . . : . . ~ # '" '. ", . . .' . '. . ' '. .' . ~'.' . . ; . .'
Item # 30
Clearwater City Commission
Agenda Cover Memorandum
Meeting Date:
9./:J.. qLj
SUBJECT:
The Long Center Board of Directors
RECOMMENDATION/MOTION:
Appoint a Clearwater representative to serve on the Board of Directors of
The Long Center
[] and that the appropriate officials be authorized to execute same.
......,
BACKGROUND:
William Chisholm's term will end on 9/30/94. He is interested in seeking
reappointment. He has served as treasurer during his term and this year is
Vice-President.
Applications of persons on file with the Clerk Department volunteering for this
board are attached.
The new term will run to 9/30/97.
Reviewed by:
Legal
Budget
Purchasing
Risk Mgmt.
CIS
ACM
Other
N/A
N/A
N/A
N/A
N/A
~SvL/
N/A
Originating Dept: ~
City Clerk(:::::.Y
Costs:
$ N/A
Total
Commission Action:
o Approved
o Approved w/conditions
o Deni ed
o Continued to:
User Dept:
$ N/A
Current Fiscal Yr.
Ci
Adverti sed:
Date:
Paper:
181 Not Requi red
Affected Parties
o Notified
l81 Not Requi red
Funding Source:
o Capital Imp.
o Operating
o Other
Attachments:
appl ications
Appropriation Code:
o None
'~, " ':" . ',..' ,:.,',' , :'".' '.., .'" :"., ,'; '.., ': .,::"" "': ~ '..., ::; '~':','.,',': ':: ' '. .,' ,', "':"": ",
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R EC EIVED
JUN 2 8 1991
CITY CLERK
CITY OF CLKARWATER
Application for Advisory Boards
(must be Clearwater resident)
Name' r !lA/Offer: G n I1{)NF g I y ~Ms. Cmuiilft ganflla
, 31 :Jsfitru( 'Il ":.V, J'tpt. 603
. Cft'anHlter, 'j'L 34630
Home Address: -1L /, (Jr'
l/60 ~ f.- .,:)
J1 ,-.tSLfC/tJ-b W'ff\jl t9P;r 0' C3-
~
~ L F n R. /JJ RT6R I r L :3 /!(()<.~O
Telephone '-/(('/- i.!)(J7'i
Telephone
How Long a resident of the City of Clearwater? IJO-1.11f). -
" u
Occupation &~, t~C/l1Af2_&J1/ Employer (;O??;"U.4/t<&)
,-,f c9-v ,Q,VruJ.t.lfVJ ~I.J,'(.v-:/l-nr ,.-Ic.A-6J6J~--'~//n.J ,- / /.1fUJ .
Field of Education: Other Work Experience:
"}-y, , IJ I~' ''I 1 IJ . (' L
/lfo./:J;tIAlJ .ff}1..,;!f '/f1I1.A,!lt~,c& ..j ~(,Q.a/Y?4.f!A..'(P":lt - ..//7..EV:d ,~1CAu.L/t-J.aal~/)'r2(1
13 J ('\ u.f) , . . I ;0" 7TlSJ'" (
, I S. -IV ~~e - (.'h/YJ?/-,l/t(4.-t~J
,If retired, former occupation
COInIIluni ty Acti vi tes: ?/tf.J!t.(/f70()./t) tI.#V (.If/L1..t.,uLt~ rA./'l/Y17/ffi-'1 J:
~~..{m prQ/-dai'1 ~/-v*;f.JJ I Af,/k~~d(9-77J /LfIUfMW
r!.J:vntfiJ1nD . I -.-rnP/)77~ (~,::b?-V {!Cl5JtbU ,-6 c!l~ ; ,;tuMd ~
Oth I t t 0AL(:vr.~g{ tA~ eo-u(.6~/70 .'
er n eres s: .
Board Service (current and past)
L r t3 A n A ,lI (10 r1 11!J -( -<...U..aJ)1. 1)./'tV
.4 ri;'1fLD- Yllj, ~ )-- /D-'fL'J' fl~ '
Board Preference:
L / 0 A i9 f\ 'I to 011 iil:J '
<g.c, "- I1C+e,7. S 1.." ("vi "'3 d n -I
<g. 1 r.i E171J7/ PICltr;.oA! (](:/1?h7I17€t. .1
I :J.{ 3C r1 '-I
/-/0 VSt A/G /illrlloA /t V /S-f</-efYY1
tZ tv v A ON07 IiJNT 1'1 L 11 [) V I So I? >' Ji3 0/1 /1Jj ,
/YJ nFlI N F..- A n., I &:Jf\.V Ao;t:1IiIl-
I
Sw. e~: (l,(~/7(VJ1;pff W~Ar.&?P1/ Date: dUa?L d tit. Jt19 (
Y/i/11. qd.d u,ry VIf-lU-/300.;(.. c;-.Jj-!er hV,Ja-hCJ'fl. 80/
p ease ~see attached list for Boards that require Financial
Disclosure. PLEASE RETURN THIS FORM TO: City Clerk's Department
P.O. Box 4748 Clearwater, .FL 34618, /J4J.,r;)A/,/t;>~~.4/)./
'" /) ~ .~~ w-rJd J~/u az~ --{//( <..A~~ j1 ~ V'".
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~ e '-f<5f-C;#~...t.JLfL;.4 /yT~ J1//rd6? fld'
~~ ~UJ! J~cu '-rf-2fb1.~-5 cJ0 .dcJU {!A!Pr{//?(>u//cLj7 ~
Additional Comments:
"'.;. .' '~.', . ' . , ~ , " , .'" ~ ./ t.'. ; "'. .., ~ .'~. '. \ ,... ~ ". ' '. . . . . :. . , . _ :, '. I .~ :. .: ,. "". '
CITY OF CLEARWATER
Application for Advisory Boards
(must be Clearwater resident)
Name
~~lER-r- E:. LAv'ANitJf(c
Home Address:
Office Address:
.'
1
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,
i
,
i
'2L/rfo STffG KUN 1St..vi;
CIuEilRtJ~ ZIP: 3%1-S-
Telephone 'I r ~ - t., Of) ~ Telephone
How Long a resident of the City of Clearwater? 1 V6I7-r?.s
/Yln Ii ttc;an"ErJt 'f (f) ftf< K. er I JG.- \ /
Occupation Employer L~ VA,J-n.JRE ~pLJC:;rs
ZIP:
Ce.
Field of Education:
Other Work Experience:
-:B us I~~SS
/YJ A-THE fh H7/ c.~
If retired, former occupation
Community Activites:
Other Interests: 3 WI II) /Yl1 /t/~
~
:l
Board Service (current and past)
Board Preference:
I-ON6 (!Z;;~ $. 0,]) ,
"
.1
~
/l
Additional Comments:
Date:
O~-r: / J? /C/!/3
I
Please see attached list for Boards that require Financial Disclosure. PLEASE RETURN THIS
FORM TO: City Clerk IS Department P.O. Box 4748 Clearwater, FL 34618
RECEIVED
OCT 2 0 1993
CITY CLERK DEPT..
. ",:" :', :' :: -:', ,< ,',:' :': ',;, ";" "'.' ,', "': ',: " ,', ;,:;' ,,':, ,.:': ',:, '.; ,'.',', ." "'''. ,"': ,..,' .)' :', :"." ".: :'.:" ,
LaVanture Products Company
2480 Stag Run Blvd,
Clearwater, FL 34625
813-797 -6006
October 18,1993
Gentlemen:
We have lived in Clearwater for the past seven years and I have a genuine interest
in the community and its programs. I am especially interested in the success of the
Long Center and swimming in particular. I am currently very active in masters
swil1lming and train at the Long Center.
I swam in competition as a young boy, taught a regiment o(infantry soldiers to swim
and was an aquatic director of the Y.M.C.A. I am very familiar with all phases of
athletics including training and management. I have always been interested and awed
by what can be accomplished with proper management and training of the young and
elderly. What a thrill I had teaching 600 children a day to swim and then to see the look
on their parents faces as they graduated by swimming a length of the pool.
My education includes graduating from high school in pohstown, Pa., attending
Albright College in Reading, Pa. and several courses while in the service. I was
sales manager for Johnson & Johnson, the bandaid company, regional sales manager
for Q-Tips, the cotton swab company and president of Cleveland-Detroit Corporation,
manufacturer of packaging equipment. I am presently chairman.of-the-board of
LaVanture Products Company of Elkhart, IN. This is a corporation consisting of seven
diverse companies manufacturing and distributing products to the manufacturers of
recreational vehicles and boats.
I believe that my background makes me well qualified to assist and become
involved in the proper management of the Long Center. I therefore, volunteer to join
your board at your discretion.
Very truly yours,
q~~~~-
Robert E. Lavanture
BEe!lV!D
OCT 2 0 1993
clry CL!RK D!".
.' I ... . ,..' .' . '. ~' . }.. ". . ,', " , , ,..' J' . ' . / ' :. . ~ .' ;.1. ' ~. , :. .' . .' , . '. .
CITY OF CLEARWATER
Application for Advisory Boards
(must be Clearwater resident)
Name
C':" .
~::> /-1-/ AU::. Y
HJ~
,
fY)CJA/9 ~
Home Address:
Office Address:
c::2fu u),'JDlJ r,-fr--D j?~Q:.:-
,.tI 8c.J .!:. -
/:0.6cJX
y~/s
ZIP: .3 y~,/ t::Y'
CJJ~~.J 1t72--x?.
21 P: 31/030
(? U-~L.J/-i;? '("
.
Telephone '-I'L/;;L - /t~ b 0
Telephone "'i9~ - 78SS
i
~
How Long a resident of the City of Clea rwater? ~;;2 '7 L:!r:?-.c::....s
AC--t-F
Occupation Cc;AI~l/I-,/1-,JT. Employer 0~ I-r E/77;':?..r...{J7i:::.- D
Field of Education:
Other Work Experience:
t3 ./9. c::..5cJC/,~L <::S{.:-R we/..:.-
/4.GYn ;;JI$I';:.!fi n c.,..)
/0 ~71"<.s
dE/;;)/I &)~L7~'o~ S1c{-'.5
If retired, former occupation
I'
, ,
Community Activites: C-IIR,/?
/'1 <.JA;D /7 y' 0 d
'77/ c- -7':s&J,.JoS
?11,S'T a c""S,frAff
. .
;z ON! /9- CJ r-
L( ~/l:z ;:::.1/ 4:EXL/J-s &'
~
~
Other Interests:
Board Service (current and past)
Board Preference:
C'OI?'l~,NJ '71 /( c=L!=J7/'l>/JS.
8o/rK.. D
o f!ol-ls/'rJCJ Api 0,<(/7;/
@ jJlJh./ to/J'~:J Y -<0 M/ ',f/ ;:;
82 Lor/&! CENTE~ /.31Jrpc/.J - 'j j/bft3
Additional Comments: 77 I' S 0L=tJ ex:fi-L.. 7 ~1<.s S /;Vc 6;-- -.1.- c:S1:.'K .tI.:=.':Q
a"v /I c/77'. c3o/'7tC-o /7^Io I u..;':S/I' /0 St:::7!..{/L=- 7//1=.-
~' / (C/'/7 ,'N' 7111-5 C/9~~'0 0/1/'<:'t..: .mo,et:--
Signed:~.~ /i~ Date: 'f5/.;I."p-3
'c:y/Jv~
Please see attached list for Boards that require Financial Disclosure. PLEASE RETURN THIS
FO RM TO: City Clerk's Department P.O. Box 4-748 Clearwater, FL 34618
!
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CITY OF C~~;RWATSR
I ).' I:: I j1: ,-; 7;-" :')Il .- -
j J ,~ LEi J!J :.5 U i!J !] In!
'iJW APR 101992 ~M
I C~TY ClE-RK OE~, i
Name
Aool~c~~~on for Ad~isorr Boards
(mus~ be Clear:.;a-c=z= r;:sident:)
DA (II\S 1\,! ! om
Hame Add=es 5 :
/:;'CCi Ii I:"~ tY t~(ICl A tl 6
Cit,(J (,:L~t k r F! 3.:.; t.f Cl
,
'lJ..~ ("..- I -/ I I "
Tele9hone - oJ -r
Of::i.ce Add:::ess:
~3.?:;~ ~)~ U(~I'.~ e," ~ ,v i~'.!
{; I t!-d jr:.( [:.... !- c: (' /- ! 3" tj t.. 7- 7.-
t ~. _
,""'" .-- ,.. .,,-. --
rn l' _ ''"j I L_ - ! f"._' /' )
'.!.:=_epnone...., , "-
How Long a resideni:. oi t..1.e Cit.., or C:ear;vater? is Vr..:.5 ,
,----. I'
OC::"J.9ation -r~i:5 /Oll,~IC7'<-- 2r:t?loyer .c.:.,I)'''!LJ~ t.1c/el' S~/.s/-&'r15
I
Field o~ Educat~on:
(" M " ~ /' - I
~..;;t, :.F~ k ..j{_____ L;:?JJ,
fil')/)I'I. jJ.; /,:P' ,I'!
(..CI.(. L')1,1./~'tltt(4 CIJ//r?. fL C:'0t'l U5!-;
A,~de{J.u( ~It:c-Q. iN' uf .- "/ I...;.. ~Mt~/
(j 1/1
Iz ret~=ed, fo~er oc::~pat~on
Ot~er Work Experience:
'11 J1 . A /1 '
",,_h'Yi.J...J . V/t:j~
~J .
{lEt / h~~SFt)t-vJ
i
&1
Please ", see attached li.st far Boards
Disclosure. PLEASE RETURN THIS FORM TO:
P .0. Box 4748 Clear;.;a tar t . FL 34618
pas~) Board Preference:
'r '1M~ {~7/Jq tt?/r1 ~I?_ -' f3ct.:tttl
/1.1[( (,'N e I kJ V I Sc 1'v' BA .
I~UA.v- /J;uJA c~ct;
.(){' Q:'r
.. .
C:Jmmunity Ac~i.vites: S/G~/tI2R!'~?f-rs f c/u/('cA &:!.jdlttl$cficu
._ j /) J1 " - . . i .J /'1 . /11. ~ I' C' J
.ttitt.AfY; Lr!.BJ(lJ"'Cl../er,, /t1J((~t/!i( II?d..I:t'! . ~9f/l('C./ ~I.l (! ~/~;/c.:tt"~sf L:t1ftS'111i1 .i....t4}j;
. ...I J tJ ,/
Ot.~er Interests: !i/lt)),~~~ ~-f__/1 ~l~.:z~ /2 f---61Y..lJ.h:.,,, /J-!LL(/)/
,/
Board Service (cur::-ent. and
., :
./
Addit~onal Comments:
~ 'I ~ 'JC1
Signed: ./(rJ4:t{A C .{,tiF~ 11
I
Date:
ii, g .~! ;____
that recrui=e Financ~al
C~ty Cler~/s De9ar-~en~
1.
'if Mc.s/, :fAl ktY ~J >~ se,uk~ C""
te.( rt(Cf3 -4tt~ o-(f 4trror+-ll-. fi s-f
.-rP~ ~ tlA.{l-
'"
Item # 31
Clearwater City Commission
Agenda Cover Mem.orandum
Meeting Date:
CJ'/~.9~
SUBJECT:
The Center Foundation Board of Trustees
f
5
{
RECOMMENDATION/MOTION:
a
."
Appoint a Clearwater representative to serve on the Board of Trustees of
The Center Foundation
[J and that the appropriate officials be authorized to execute same.
BACKGROUND:
Joanne Faruggia's term will end on 9(30/94.
reappointment.
she is not interested in seeking
As of 8/19/94, one name is on file with the Clerk Department volunteering for
this board. Application is attached.
The new term will run to 9/30/97.
-j
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Reviewed by:
Legal
Budget
Purchasing
Risk Mgmt.
CIS
ACM
Other
N/A
N/A
N/A
N/A
_ 1a f~'/
N/A
Originating Dept: ~
City Clerk <7
Costs:
$ N/A
Total
Commission Action:
o Approved
o Approved wjconditions
o Denied
o Continued to:
User Dept:
$ N/A
Current Fiscal Yr.
Advertised:
Date:
Paper:
~ Not Requi red
Affected Parties
o Notified
ri3 Not Requi red
Funding Source:
o Copi ta lImp.
o Opcrat ing
o Other
Attachments:
application(s)
Appropriation Code:
o None
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RECEIVED
JUN 2 8 1~~1
CITY CLERK
Application for Advisory Boards
(must be Clearwater resident)
, .
." ..-...
CITY OF CLEARWATER
Name' r. tI^/O(/CE G n f1D1JF t-
Home Address: _lL'7. or
l/6 () ~ . ~
31 .-rSLi'9Nh WRY! aPT {,9 Q3-
""7
I y !'Irs. ('mUhlce ~ltln{fII:r
31 :!SUlfU{ '1H~j', 5lpt. 603
. Cfeam'mer, 1L 34630
r. I r::nR,c0RT6R/ FL. 3 IJ{/) l?. 0
Telephone L/ (( '1 ~ (~O If tj
Telephone
How Long a resident o~ the City of Clearwater? 30~&1/). -
Occupation &~ft C<f){,w~li2.&91/ Employer {;07?J, (RA/l<.6)
--;{ (9/fJ PVIV/elrto tcO,CVl2~, -JCI7,&6J!A~orJ- /11ft-1) .
Field of Education: Other Work Experience:
01 I I' ,1 . 'J.
/ /7({ I.Jtl./i.D ef:l jf -A-/'Ui1t:r/7.CeJ v ~ cJtvatJJl.lur:lt -(~f""'JV::Le ,/.ILl(P#uJu.p?.4.aD~t2/rJ7//
, :J ,-" . I jJ, Jf IJ ) I
, /3, S. -J!) .J!f)? ~e - (/trm /,t-1/W/AZd.Yrl
o
If retired, former occupation
Communi ty Acti vi tes: ?/,-f) lu' /f'?,/,P(J./i.) ,4&v ('.f.e.lL1~--1j (' /; /'1/7?'?,/.u:JA /.
........ .
(U'bll~ ..(/77 ?D&.I-da.aJ r:r~/v-Q;eLJ I A/!/-({J../ ...j~j?ft?(J1.7?J -flf/l,dAttb
tb../nlf-iU!r;/J ' I -,-r/'J?/f7'~ c;p ,::t/7J?;J (3'l/7'c1PJU ~ <ik~ ; ,;~d ~
Oth I t t \!JUt't./!;gf e<-a~ e~~a.t!/'~o ..
er n eres s:
Board Service (current and past)
l r A I~ 17 A ,1/ Ii 0 rf Pi/) -( UMlw')"I7)
.d" (J;~- Yw ~ )- /()-~(W, ager <
Board Preference:
-
L /6/1 It f{ Y ___ IQ 0/1 f{/J '
g'I'6 ri<.{ ;'1~-k :: Se...,(II 1f1j' CJ11L
A [,l1llll FIClt1/ol\! Cc.yrJYr) FOE€, TU
I d.{3Co/qt!
//0 USll../G )}llrHol1l1 y' /'S"f-k~'11
[;.N vRoNm ti-NTI1 L rlD V /SoRII3 OJ1I1J) .
/Y} nR I AI F... n f)1/SOrty Pr)/11i1>'
I
Si~ed: t:({/77,vy/;fJ! )lj-lllAff/7lt'1../ Date: Ju//?-Y.... Sf 0/q9 (
;?/Iilt~ qcld L()'::JC~llf<C 60b ; Qf,fa --p;,U'1dq.(,~,.\ GdT
Please ',see attached list fo~ Boards that require ~"inancial
Disclosure. PLEASE RETURN THIS FORM TO: City Clerk's Department
P.O. Box 4748 Clearwater, .FL 34618 - /,)/),. _'. ~/J $'/Y(
I-/)4 -- ~I Jill!/:- eu'" tu~ ,--1//( uBvtv.LtlA,J?1.../ 'ovv \../
o!l.AttUL A./C/l/~e::. ()..//' j/ ~ Tu j ;/ I!f3z 'J2. Q p? C(//Mw/?.f!.V
, O/ni...lj/lj) -iU!iJ~ 0.1,..(.,.,uY...t.-,(--!u (y//(/ - ~ '/I/o ~(O .... - -6-'
j; tfY'Af. . 1777</ ~b-.- o:/.~(/.(.J!I. --;./y~t4-'"""'~Y/UJ1~ _ _.7V/ffi,~!?; !J&
7!u~mlw?(r! Oct/I' {,{rf' ......!.U!J (0 '~/~JI-1.,i 60-r7r..V (A9'i7v;-r:,(///?,~
Additional Comments:
, ,,". ';" :,': ',.,...::,...:.:~'::.....',.::".',':,.': ':,,::"', ',,",.,,:...,,:,':<.. ',"..':.',,:~. ,:: .,",':,'. ',.,,:':.,'.<, '" ,."...:,.,.:',:'
The paperwork for this item (#32a) moved to 9/15/94
..
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SEP-12-94 MON 15:06
VISION CABLE JIM WALDO
FAX NO, 8137979629
p, 02
{l17
VIsion Cable or PlneJlas. Inc.
2630 Drew Street
Ch~arwaler, Florida 34625
(813) 797-1818
t.UPlES 19:
COMM1SSl00
PR~ 0
Date os€, :12 1994
CITY Gl.t:l1t\
JLQ::3i
September 121 1994
Betty Deptula, City Manager
Clearwater city Hall
P.O. Box 4748
Clearwater, FL 34618-4748
Dear Ms. Deptula:
This morning our company announced that an agreement has been
reached with Time Warner Cable to form a new joint venture cable
operation to be called the Time Warner Entertainment-
Advance/Newhouse partnership. Attached is a copy of the press
release describing the transaction.
As you will see, we believe this transaction will bring
exciting changes to our system. Our industry is facing new
challenges and opportunities, and we believe this venture with Time
Warner Cable. will bring the resource~ and expertise needed to
provide the future of telecommunications to your community.
I w~ll be contacting you shortly to answer any questions you
may have regarding the transaction, and to discuss any require~ents
which may exist for your consent to the transfer of the franchise
to the new venture.
~.dili
~
ames K. Wal 0
vice President/General Manager
Enclosure
'. . . .
'.' ." ,...~,,'> -,'<" ',:: ,,' ,,:.. ,":':' ,'.. ",:: ,,:; ,,', ','. ":.' " .' '..', ':: ,',: '..', ',. ',','
SEP-12-94 MON 15:06
ViSION CABLE JIM WALDO
FAX NO, 8137979629
P,03
FOR IMMEDIATE RELEASE
SEPTEMBER 12, 1994
CONTACT: Michael Luftman
(203) 328-0613
Robert J. Miron
(315) 463-7675
~~KE WARNER AND ADV~CE/NEWHOUSE
FORM 4 MILLION - SOBSCRIBER JOINT VENTURE
operation Manage~ by Time Warner will Enlarge C~ustered systems
Time Warner Cable with Advance FUblica tions and Newhouse
I
I
(
I
Broadcasting Corporation have signed a definitive agreement to (
create a new joint venture cable operation to be called Time Warner
/1
./
Entertainment-Advance/Newhouse.
Advance and Newhouse will contribute all their cable
television franchises, serving 1.4 million customers, and Time
Warner will contribute cable systems with 2.8 million customers,
for a total of 4.2 million customers to be served by the new
venture.
Day to day operations of the joint venture will be
managed by Time Warner Cable. The venture will be 'two-thirds owned
by Time Warner Cable and one-third owned by Advance/Newhouse, a
partnership of Newhouse 5roadcasting and Advance Publications Inc.
/
The new venture will enlarge existing cable clusters already
owned by the partners in North Carolina, Florida and New York
State. In North carolina,' the contributions of the partners will
result in a total subscriber count in the state of nearly 800,000.
Florida systems of the venture will have 640,000 subscribers and in
New York state, the venture's total subscribers will reach nearly
625,000. Time Warner Cable's New York city operations, which serve
1 million customers, are not included in the transaction.
. . ." . . ~ . ,
':;" " : ".., ': ' :", .,',,'.,.; '~ ,:",".':: ",,' '., .':", ,,' ,:",' ", ',':', '.':
SEP-12-94 MON 15:07
VISION CABLE JIM WALDO
FAX NO, 8137979629
P, 04
.
.#
,
Gerald M. Levin, chairman and CEO of Time Warner Inc. said:
nwith the Newho~se subscribers under our management, Time Warner
has increased its customer base to 8.9 million.
Also, we have
enhanced key operations in North Carolina, Florida and New York.
Large-scale cl~sters like these improve the growth prospeots not
only for our core cable business and in advertising sales, but in
the telephone business and future interactive services, where Time
Warner is the acknowledged leader."
Donald E. Newhouse, President of Advance Publications and
Chairman of Newhouse Broadcasting corporat.ion said: "We are proud
to contribute our franchises to this new partnership which will
offer incr~ased value to its customers, result in enhanced services
to its com~unities and provide new opportunities for its
employees."
Joseph J. Collins, chairman and CEO of Time Warner Cable,
added: "The Newhouse cable operations are among the best managed
in the country and the technical qual i ty of their systems is
extremely high.
They will make an extremely good fit with the
operations we are contributing to this new venture. Large scale,
well clustered operations will be the key to efficien~ly providing
present and future services which will open important new revenue
streams."
Robert J. Miron, President of Newhouse Broadcasting, stated:
liThe combined strengths that are pl?ced in the new entity will be
of substantial benefit to the communities and customers served by
both companies in programming and services. We will do everything
2
. " , ,:':,' . .,~: '~ ~-~ '",.., .'~ ,.,. ,.'
~
SEP-12-94 MON 15:08
VISION CABLE JIM WALDO
FAX NO. 8137979629
P,05
we can to mako the transition go smoothly for all involved."
In North Carolina, Time Warner-owned systems in and around
Charlotte, Raleigh/Durham, Fayetteville and Greensboro will be
contributed to the joint venture and be joined by Newhouse-owned
systems in the Charlotte area, Wilmington and
Morehead/Jacksonville.
In New York State, Time Warner will contribute operations in
Albany, Rochester and Ithaca, while Newhouse will contribute .its
systems in and around Troy, the Syracuse area, Rome, Binghamton and
other locations.
In Florida, Time Warner will contribute its Orlando-based
Central Florida operation and Newhouse its Clearwater-Pinellas
operation. other major Time Warner operations included in the
transaction are in Austin, Bakersfield, Birmingham, Houston,
Indianapolis, San Diego, Savannah and the Los Angeles area. other
large Newhouse operdtions are in the Chicago and Detroit suburbs,
Bergen County, New Jersey, Lincoln, Nebraska, Prince Georges
County, Maryland and Waco/Killeen/Temple, Texas.
An executive committee with proportional representation from
the two compan ies w ill oversee the j oint venture. Clos ing is
subject to necessary government approvals.
Time Warner Cable, the nation's second largest cable
television Op0rator, currently serves 7.3 million customers in 36
states. It is a unit of Time Warner Entertainment Company, L.P.
Advance/Newhouse currently serves 1.4 million subscribers in
17 states.
3
'994
-:) I 'Jq I q '1 -
Cityof :').\",L~ 30
Largo~/Florid
rU?!ES 1'0:
COMM:SSln~1
PR~::-
Date ~S 26
CITY CLERt\
P.O Box 296. Largo. (] r:. \;~
FAX (813) 587.6765 ",/';):;--). 1
~~ ~Il~q~
Service Is Our Business
OFF ICE 0 F Hi E MAY 0 RAN 0 COM MIS S ION
60 If
l~l.OvY IJ (
;\ugusl 24, 1994
Tile Honornble Bruce Tyndllll
Chairrnnn, Pinclla~ County CommIssion
315 Court $1 reel
Clearwnler, Florida 3461 G
RE: Solid Wa::;\c Colleclion Serviccs
Dea r Chairrnlln :'ynda II:
During a recent Ci:y Commission Work Session discussion on possible solid wasle rale adjustments and an evalualion olthc
City 01 Largo's solid waste collection services, I was appulle,d 10 learn of the amount 01 Irash and garbage Ihat the City 01 Largo
is requircd 10 dispose 01 1h<11 originates in the unincorporated areas 01 Pinellas Counly. Those areas of the City ollargo thaI
abut unincorpornlcd Pinellas Counly continuously receive garbage deposited in largo businesses' commercial dumpsters, vacant
lots, roadways. cIC,. thai, <lIter several investigallons, was proved to originate trom residents in lt1e unincorporuted area 01 the
County.
As you are aware, Pinellas County docs not franchise solid waste collection services, nor require County residences to subscribe
to solid wasle collection services which is beginning to put an unfair demand on Largo and olher municipalities within Pincllas
County. All residences or businesses generale Irash and solid wasle. and. lherelore, the obvious question is why docsn'tlhe
County require propeny owners and residents outside corporate limits \0 subscribe 10 solid waste services. I urgently request
that the Pinellas County Commission disGuss, at its earliest opportunity. the question of franchising solid waste collection services
within the unincorporated areas ot the County and requiring all propenies 10 subscribe to solid wasle collection services.
In these economic times where a:l governments <He looking lor ways to streamline their services and eliminate unnecessary
costs, it is frustraling to realize that the City has been placed in a position 10 be responsible lor the disposa,t or garbage and trash
generated outside municipal limits due 10 the lactthal Pinellas County government has not satisfaclorily addressed this problem.
By coPy 01 this leller, I am advising other cilies within Pinellas County 01 my concerns in this area. and I will anxiously awail your
and the Pine lias County Commission's response to this situation,
II I can provide you any additional information or clarificalion. please do not hesilate 10 contact me.
Sincere'!!
/1,I71V'
Thomas O. Feaster
Mayor
TOF/sI
cc: Largo City Commission
City Manager Steven B. Stanton
Public Works Director Chris A, Kubala
Mayors. Plnellas County Municipalities
SEP 12 '94 12:15PM
P.1
CITY OF CLEARWATER
P.O. BOX 4748
CLEARWATER, FLORIDA 34618..4748
City Commission
Jla- ~ '3"
:MEM:ORANDUM
TO: Mayor, City Commissioners
f{~t-~~f.: 1f.!:
(, fJiVHVUbti a H'\l
PRESS
Date '~p '1 2 1994
CiTY CU:n\\
FROM: Fred A. Thomas, Commissioner
DATE: September 12, 1994
SUBJECT: Water From Pinellas County
COPIES:
City Manager
_____..-v____~____._____.____.__~____.__.______.__._____~w___w______________________________.______~.______~.____
Tumorrow, Tuesday, September 13, 1994, the County is having public hearings on water rates,
As of this date, no one from the City of Cleanvater has publicly written or expressed their
dissatisfaction to this rate increase from Pinellas County.
Pinellas County has not supplied t:~e City of Clearwater, nor their citizens, with any information
detailing where this money is going to be spent. For your information, the City of Clearwate1'
and the citizens of Clearwater have paid to Pinellas County in their capital improvements
program, since :February of 1990 through July of 1994, a total of $4,580,250.27. No where
does Pinellas County show the citizens of Clearwater what that money bought them.
Now, with the new capital improvement program rate increase, fl.guring for the base usage over
the next ten years, the citizens of Clearwater will ~e giving Pinellas County OfflCials
$25,875,850. Yet, nowhere in anything from Pinellas County, do they show specifically what
they are going to spend that money for.
Additionally, the other rate increase for general water, which I do not have the total dollar
amount as of the writing of this memorandum, does not show why they need that rate increase.
It is an infrastructure issue; there is no additional cost to send Clearwater additional water.
Therefore, there should be no additional charge for that water unless it can be justified. Again,
Pine11as County officials have shown no actual justification for those increased charges.
I believe it is inappropriate for the City Commission not to take a stand requiring Pinellas
County to justify their rate increase of this magnitude, well over 3$ %, to the citizens of
Clearwater. Pinellas County functions as a monopoly with the supply of water to Clearwater
citizens.. Monopolies are supposed to be regulated. I believe we have a legal and moral
responsibility to the citizens of Clearwater to fight Pinellas County to get them to justify this
exorbitant dollar rate increase.
Whether it be through the courts or through the Public Service Commission in the state of
Florida, or merely by an action of this Commission refusing to pay the rate increase to Pinellas
County until they provide you with clear and precise justification of where that money is going.
Something must be done by this Commission. My apologies for getting this memorandum to
you late for discussion at the Commission meeting today, Monday, September 12, 1994.
FAT/sr
JLQ-?J0
ST. PETERSBURG/CLEARWATER AREA
FILM COM:MISSION
MA YOR' S CONFERENCE
INTERLOCAL AGREEMENT
AND OUTLINE
1.
Introduction
2.
Issue Identification/Proposed Resolution/Ordinance/Workshops
3.
Draft Standardized Application
4.
Draft Resolution
ST. PETERSBURG/CLEARWATER AREA
FILM COMMISSION
MAYOR'S CONFERENCE
INTERLOCALAGREEMENT
INTRODUCTION
1. Purpose of Film Commission:
a. Business development;
b. Marketing of each municipality and the county in general;
c. Economic impact;
d. Serve as a clearing house and coordinating force for film makers.
2. Purpose of proposed interlocal agreement - to establish a unified and streamlined
system for reviewing and approving film makers request to shoot in Pinellas County
and the municipali ties located therein.
This is commonly known as "One Stop Permitting''t and is designed to
eliminate any actual or perceived Q1' impediment to film makers desiring to conduct
shoots in PineUas County,
Vile are not here trying to tell any county or municipal department how to do
its job. We are merely trying to make the procedure as streamlined) standardized)
eA"peditious and easy as possible to encourage film makers to conduct shootings in
the county) consistent with good business practices for the county and municipalities
and with due regard for public safety and welfare.
3. Collateral benefits from uniform application process:
a. More economic development;
b. Better tracking of the business generated;
c. The appointment of designated representatives as well as utilizing the Film
Commission as a repository will also hopefully allow the better identification
of any problems and the means and ability to e).:peditiously resolve the same.
4. Emphasize long term nature of the process. Don 1 t e).:pect dramatic results
immediately. This must be built step by step. This is still very nlUch a word of
mouth of business, where a bad experience can hurt an area. Efforts need to be
taken to minimize bad experiences. F. good experience will generate and breed
additional business for the benefit of all. I
5. Purpose of today's meeting and proposal:
To solicit each of you for support for introduction of a proposed
resolution/ordinance in your city and the county authorizing the Ilone-stop"
permitting process.
Who should issue the permit? Fill-l Commission? Should approval be oral or required
to be in writing from tlle county/municipalities? Need for county approval of all
. applica tions?
ST. PETERSBURG/CLEAR\~lATER AREA
FILlv1 COMJvIISSION
:MAYOR I S CONFERENCE
INTER LOCAL AGREEMENT
ISSUE IDENTIFICATION; PROPOSED RESOLUTION/ORDINANCE; WORKSHOPS
1. Need to establish guidelines and a uniform application which will meet the needs of
each County and Municipality, as well as the needs of the Film Commission (Data
Collection) .
2. Pinellas County and each municipality need to designate a primary and secondary
staff member charged with responsibility to coordinate and e;"''Pedite any film
maker's permit request with the Film Commission office. Generally, w'e would like
to be able to have a twenty-four hour turn around time. However, each county and
mm1icipality would retain the right to approve any and all applications, especially
matters involving public safety.
3. Insurance issues can hopefully be standardized as part of the application process
(initial base coverage, special insurance requirements for particular matters (ex.
general liability and auto - $1,000,000; aircraft - $5,000,000)).
4. Film Commission office can initially receive and process the application and direct
the same to the designated staff member in the county and municipalities involved.
The Film Commission staff will also be available to resolve any potential problems
between the film maker and county/municipality,
5. The county and each municipality and/or department thereof will collect all
appropriate payments for services from film makers. Fees charged to film makers
for services rendered should not exceed actual e:>"'Penses representing personnel time,
out of pocket expenses and other actual costs not normally incurre8. in daily
operations. If standardized charges cannot be agreed to because of the needs of
each municipality and/or the county, a schedule of the costs of normal services
needs to be prepared for the county and each municipality for use in a film maker's
decisions. The county and each municipality and department thereof needs to
expedite the determination of estimated e).:penses in rapid fashion, hopefully within
the time frame for processing an application unless the film maker's request is
unusually complicated.
6. Applications shall be retained by the Film Commission office, and provided to the
county /municipality or any department thereof upon request, Details need to be
agreed to regarding the issuance of the permit(s). Film maker will carry a copy of
the penuit with him at all times.
7, Each county or municipal department involved needs to be prepared to help process
last minute requests to help film makers. Each designated county or municipal staff
member needs to be available after hours and hopefully be vested with authority to
accommodate a film maker's request and/or have the ability to obtain decisions from
those charged with such authority.
8. Procedure for Implementation:
a. Workshop - whereby the appropriate risk managers and/or designated
individuals of the county and each municipality can meet to identify and
resolve issues involved in the issuance of permits and risk management issues,
hopefully in a standardized manner. The workshop will also allow interaction
amongst those individuals who will be charged with processirig applications
for permits.
b. Adoption of resolutions by the county and each municipality, as well as other
organizations (DER)
rnJ [D) ~, ~l7
LV lJ~ Uti ~~ lJ
ST. PETERSBURG/CLEARWATER AREA
FILM COMNIISSION
THUNDERDOME
~- ~ 3 CP
One SlAdlurn Drlvt', Suite ^
St. Pctcnburr., Florlon 3370f,.1706
Phont': (81:1) 823-58:11 Fax (1113) 82J-GlJ2 lk'cpm (1l13) 445-{)5!J3
APPLICATION FOR FILM COMMISSION ASSISTANCE AND
USE OF COUNTY/h1UNICIPAL PROPERTY
The ^PPLICANT agrees lo have a deslgnoteU representative on she at all lIrnes wlU. nuUlorlly over filming dlrrelor, l."fews Ilnd 011 aspecls or Ulclr
opera lion Md empowered 10 net for Ule ^PPLlCA1'-lT
APPl.1CANT
Permallent Address
Telephone 1/ (
Designated Rcpresenlallve(fllle
Local Address
Telephone N (
Locnl Addrcss/phone good from
through
Type:
( ) Felll1Jre Film
( ) TV Commercllll
( ) TV Movie/Special
( ) Stills
) TV Series or 1'1101
) Documenlal)'
( ) Olber:
Name nnd General Description of Production
Dales of Filming
(Ram Dates)
LocatlolU In Plnellns County - (Each MUNICIPt\LITY or COUl'\'TY-owned location mlUt be Identified I\eplU'lltely, nlong Il,ollh n urleC summnry or
descrlptlon of the portion \0 be UIOtllt such location nnd the plllllned onte of filming),
l.ocnllon
Description
Date oC Filming
(a)
(b)
(c)
(d)
(e)
Identify any &peclnl COUNTY/MUNICIPALITY ~\sl.nl1cc dcslrcd
i.e.
Traffic Control ( ) Street Closing
Other (E.>:pl<iin):
Shot.<; of Police/Fire-Rescue Equipment
Idcnlily nil Unusual Activities:
Stunts
Fire Arms
Animols
Fires
E.>:plosivcs/Flrc works
^lrpllUlcs(Hcl icoptc!1;
Explain:
Pe~1\.l In chnrge of each t;peclnl cUcct:
(list of quallClcnllom nnd proof of Ilccn.sc by nppliclIble federal nlld slate lIgcncles may be required)
Phonc:
Esllmnled Budget S
Prodllclloll DlIYs
Estlmaled Personnel Pcr Ony
Number oC Production Vchlclcs___ Pincllas Collllt)' Personnel _
lusumnce: ( ) On File
( ) A Hl\ch(~l!
Amount $
BY SIGNING TillS APPLICATION 'THE APPLICANT AC\{NOWl.EDGES AND AGREES TO TilE INSUHANCE AND INDEMNIFICATION
PHOVISIONS CONTAINED lIEHElN. EVIDENCE OF INSUHANCE ISSUED BY COMPANIES S^TISFACTOH\' TO THE COUNTY AND
EACH MUNICIPALITY. AS Al'PI.ICAIJLE, N^MINC1'lJE COUNTY AND ANY MUNICIPA\.lTY IN wlIIcn FilMING \VllL DE CONDUCTED
AS ADDITIONAl. NAMED INSUREDS. 11'\ THE MINIMUM AMOUNT OF $1,000,000 Fan GENEHAI. l.I^nIUTY ^ND VEHlCI.E I.IAUII.lTY.
Each Municipality and/or Countv Depnrtmcnl
Conlnet Person
ODIc
Approval
~
EstlmnlOO Cost of
Cowll)'/MWllelpallly
Supplied Services
[])will~u
AND WORKMAN COMPENSATION INSUltANCE AS ItEQUIRED BY FLORIDA STATUTES. MUST DE rROVJDl-:D WITH THE
APPLICATION. SOME ACTIVlTlES MAY HEQUIRE ADDITIONAL INSURANCE. THE APPLICANT AGREI::S TO INDEMNIFY AND SAVE
IIAflMLESS TlII~ COUNTY AND EACH MUNICIPALITY IN WHICH ACTIVlTIF'.5 AHE CONDUCTED. THEIH AGENTS. SEIlVANTS. ANn
EMPLOYEES FnOM AND AOAINsr ANY AND ALL ClAIMS, I.IAIJILlTY, l.OSSES, ANn/OIl CAUS1::5 OF ANY ACTION WHICH MM'
ArtiS!:: FROM ANY NEGLlCENT Acr OH OMISSION OF THE APPLICANT. ITS AGENTS. SERVANTS, 011 EMl'lO,)'EES.
THE ^PPLlCANT FVHTIIEII AGHEES TO INDEMNIFY, SAVE HARMLESS AND DEFEND TilE COUNTY ANn EACH MUNICIPALITY
IN WHICH AClWlT1ES Am: CONDUCTED, TllElH AGENTS. SERVANTS AND EMPI.OYEI::S FnOM AND AGAINST ANY Cl.AIMS,
DEMANDS. on CAUSES OF ACTION OF WllA'fSOI:.\!r;;r{ I{INO on NATUHE AHlSINC OUT OF ANY CONDUCT OR MISCONDUCT
OF Tlil: APPLlCt\NT NOT INCLUDlm IN THE PARAGHAPII ABOVE AND FOil WHICII TilE COllNTY on MUNICIPAI.lTY, THEin
AGENT, SEflVANTS. OIl EMPLOYEI:;S AIlE Al.LECED OR fOUND TO DE l.1Allll~.
THEAPPLlCANTt\OREES TO IMMEDIATELY PA" TilE COllNTY AND EACH MUNICIPALITY FOR ANY SERVICES PHOVIDED 0\' THEM
AT THEIR USUAL nATES. THE FILM COMMISSION WILL PROVIDE coormlNATlON AND ADVISE THE APPLICANT OF' ESTIMATED
COSTS, nUT THe ESTIMATED COSTS AnE NOT D1NDING ON TilE COUNTY OR ANY APPLICABLE M UNICIPALIT\'. AND APPLICANT
ACREES TO PAY THE ACTUAL COSTS OF SUCI I SEHVICES AS FINALLY m::TEHMINED DV TItE COUNTY/MUNICIPALITY.
Production ComplU1Y /AppJlclUlt
Approvl'd for Film Commission Ofrlcc:
Dy Nnmc(I'ltle
Namc(flllc
SignRture
SlgnftUIre
For CoDlpIcUon by I-l.\JIl CommbUoa
Copy to: FUm Commission ( ) Appllcnnl ( OUll~r:
,
[IDOOUJ~u
ACL ":. ;~)
PHOPOSED HESOLUTION/OHDIN^NCE
AN OI~DINANCE AMENDING THE CODE OF
(THE "CITY") BY ADOPTION OF A NEW CHAPTElUSECTION
TO BE ENTITLED "MOTION PHOTOGHAPI-IY
PRODUCTION PERMITS", PHOVIDING A SHORT TITLE,
PROVIDING PURPOSES, PROVIDING DEFINITIONS,
PROVIDING FOR THE ST. PETERSBURG/CLEARWATER AREA
FILM COMMISSION TO RECEIVE AND PROCESS
APPLICATIONS FOR PERMITS, PROVIDING FOR THE
PERMIT REQUIREMENT, PROVIDING FOR PERMIT
APPLICATIONS, PROVIDING FOR EXEMPTION FROM OTHER
CITY CODE REQUIREMENTS, PROVIDING FOR RECOVERY
OF COSTS FOR EXTRAORDINARY SERVICES PROVIDED BY
THE CITY, AND PROVIDING AN EFFECTIVE DATE.
\VHEREAS, the Motion Picture and Television Industry, including the making of
commercials, contributed over $300 million, statewide, to the Florida economy in 1993; and
WHEREAS, the Florida Department of Commerce recognizes a significant turnover
ratio on such e},:penditures thereby producing a further economic impact; and
WHEREAS, the Motion Picture and Television Industry is an environmentally
desirable industry for the City without requiring community investment for infrastructure
improvemen ts; and
W1-IEREAS, the Motion Picture and Television Industry is a service industry requiring
only the cooperation of the communities in which it chooses to work; and
WHEREAS, the climate, diversity of locations, and local talent (both behind the
camera and in front) lend themselves to film and television production in the PineHas
County, Florida area; and
WHEREAS, the emergence of the Motion Picture and Television Industry in Pinellas
County will also create additional employment opportunities and serve to broaden the
economic base of our community; and
WHEREAS, the utilization of a central coordination agency with a standardized
permit fonnat and a "one-stapH permitting process will enhance the community effort to
attract film and television endeavors to our area;
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
, FLORIDA:
This Chapter may be known nnd cIted as the
Photography Production PermIt Ordinance.
Section _.02, Purposes.
The purposes of thIs Chapter are to establish a standard permItting process for
motion photography production endeavors on public property owned or controlled by or
Motion
SECTION bNE: The Code of the City of
be, and the same is hereby,
amended by the ndoption of n new Clwpter _ entitled "Mallon Photol;raphy Production
Permi ts" to rend as follows:
Section
CHAPTEH
MOTION PHOTOGRAPHY PRODUCTION PEHMITS
.01. Short Title.
under the jurisdiction of the Ci ty of
, to provide a means whereby acts
otherwise prohibited by this Code may be allowed during such productions, and to provide
for an exemption from other City Code permit requirements in recognition of the economic
impact of the motion picture and television industry.
Section
.03. Definitions.
The following words, terms and phrases, when used In this Chapter, shall have the
meanings respectively ascribed to them in this section, except where the context clearly
requires othenvise:
1. CITY shall mean the City of
2. CITY EQUIPMENT is any tangible property, other than real propert~r,
purchased by public funds and utilized in the normal course and scope of
providing governmental service by the City of
3. CITY FACILITY is any real property, public street, sidewalk, place or building
owned or controlled by or under the jurisdiction of the City of
to include, but not be limited to, City parks, cemeteries and recreation
facilities.
4. FILi\1 COMMISS lONER is the Film Commissioner from time to time of the St.
Petersburg/Clearwater Area Film Commission, Inc.
2
be punishable as provided in Chnpler
, Section
of this Code.
5. MOTtON PHOTOGHAPIIY is the cornrnercial taking or rnClld/lg of (J stll]
photogrnph, rnotlon picture, television, videotape, Of fIlm productioll utilizing
Cl ty Equipment or tltllizing City FaclJltlct;. Tills tenll shflll include, and (l
production permit shall be reqll ired for, sHch productions 011 pri vate property
not at a studio involvIng the erection of tents or other temporary structures
or involving the use of pyrotechnics, explosives, or other inccndlnry devices.
This term shall not include the shooting of such film at studios constructed
for such purpose where no CIty Equipment or CIty Facilitics arc involved and
shall not Include any news, news feature, or documcntary production.
6. PRODUCTION PERMIT (also referred to herein as PERMIT) Is the permit
required by this Chapter.
Section .04. Film Commissioner
Thc Film Commissioner is hereby authorized to act as the agent for the City in the
receipt and processing of applications for Production Permits, .L\fter review and approval
of the application by any of the City employee(s) designated from time to time by the City
as having authori ty to approve of such applications on behalf of the City (hereinafter the
"Designated Employees"), the Film Commissioner or City shall Issue the permit. With reg()rd
to motion photography production, no other City permits shall be required,
Section _.05 Penult required; suspension and/or revocation; violation.
L No person shall eng-()gc in, participate in, and/or start any motion
photography production unless a Production Permit shall first have been
obtained from the Film Commissioner or City. Violation of this section shall
2. Failure to comply with the terms and conditions of the Production Permit
once issued shall be grounds for immediate suspension of the production until
such time as the noncompliance is remedied. The suspension shall be initially
cornrnunic()ted orally, followed by () written suspension order. Continued
failure to comply with the terms and conditions of the Production Permit may
result in revocation of the Production Permit. The revocation or suspension
procedure may be carried out by either the Film Commissioner or the
3
'. " ,.,',.', ", "',:.. ,'. ',': :..,:,.:\:' "':: ,.....:.'. ":, ,'f' :~ '\', ,...,. ." ..' ',.",: ';'-:':.,' ~,' '. ,,;:',' ',... ",: .,..', '~:"':"'" :', ", :.:..,..',,:, '.:'<:",.'"
.. ... ~
Designated Employee(s). Continuation of the production in violation of the
suspension nod/or revocation shall be punishnb]e as provided in Chapter _,
SecUon
of this Code.
Section _.06, Application for permit.
1. Any person seeking the issuance of a Production Permit shall file an
application with, and on forms provided by, the Film Commissioner or City.
Said application shall be filed not more than one hundred eighty (180) days
before, and not less that three (3) working days before the commencement
of production; however, in appropriate cases as determined by the Film
Commissioner and City, the aforementioned pre filing requirement can be
reduced to one (1) working day before the conunencement of production,
2. The application shall contain the following information:
a. Location(s) of the production.
b. Duration and type of the production.
c. Proof of general liability insurance coverage in the amount of at least
One Million Dollars ($1,000,000,00) with the City named as an
additional insured.
d. Special effects to be utilized, espeCially incendiary or explosive
devices, with proof of five million ($5,000,000.00) dollars liability
insurance therefore. In addition, the application shall list the person
in charge (pyrotechnician) of such special effects, and if deemed
necessary by the Designated Employee, his qualifications and licensure
b~r applicable federal and/or state agencies.
e. Proposed utilization of City Equipment.
f, Necessity for closures of public streets or sidewalks and for what
duration, approval of which Is subject to the public safety and welfare
needs of the City.
g. A written summary or explanation of the portion of the production to
be shot within the City.
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2.
The provisions of Chapters _, _ and
of his Code insofar as certClin acts
h. Number and type of vehicles and/or equipmen t and number of
personnel to be on location in the City in connection with the
production.
1. An agreement to PLlY for extraordinary services provided by the CIty.
Section .07. Exemption from other City Code requirements.
1. Once a Production Permit has been issued, and notwithstanding any other
provIsions of this Code to the contrary, no other City permits shall be
required for any of the activities forming a part of the production.
are required or prohibited, may be suspended by the Designated Employee in
connection with the conduct of a production pursuant to this Chapter. The
Designated Employee shall not compromise the public safety by any SUCll
suspension.
3. If some or all of a motion photography production is to take place on public
or private property not In a studio and the production involves the erection
of temporary structures or temporary modification of an existing structure
or the introduction of an object or substance onto the property, the applicant
for the Production Permit shall be required to restore the property to the
condition existing prior to the production, In addition, the Designated
Employee may require that the applicant provide a performance bond in an
amount to be determined by the Designated Employee, to insure such
restoration.
Section _.08. Costs for extraordinary services.
The City shall recover direct costs for extraordinary services rendered in connection
with a production. Such costs shall include, but not be limited to, charges for personnel
and/or equipment committed in support of the production which are outside the normal
scope of government services. Based on the information contained in the permit
application, an estimate of these costs will be provided to the applicant prior to issuance
of the permit, The City may require prepayment of all or a portion of these estimated costs.
prior to the issunnce of the permit. At the conclusion of the production, actual costs below
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A ttested to by:
or in excess of the estimates will be refunded by the City or paid by the applicant,
respectively. The City is under no obligation to provide City personnel or equipment, and
the same shall be provided only if the Designated Employee approves.
Section _.09 Using- the words "City of II
Usage of the words" " ci ther visually or verbally In the film including in
the credit line shall be prohibited without the express written consent of the Designated
Employee.
SECTION TWO: If any section, subsection, sentence, clouse, phrase or portion of
this Ordinance .is for any reason declared invalid or unconstitutional by any court of
competent jurisdiction, such portion shall be deemed a separate~ distinct, and independent
provision and such holding shall not affect the validity of the remaining portion thereof.
SECTION THREE: This Ordinance shall take effect upon its passage and as provided
by law.
ORDAINED at the regular meeting of the CI ty Council of the City of
, Florida, this day of , 1994.
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