04/15/1993
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Order of Agenda Packs for 1992
Action Agenda - listing the Thursday, Commission Me'eting Date
Preliminary Agenda (This is the agenda for the' worksession that is held on the Monday prior
to the Thursday meeting)
Any items that were "Work Session Only" and any items that did not continue onto
Thursday'~ agenda as in they were "Pulled" off to possibly return at a later date.
Some "WSO" items may not have any paperwork, i.e, Discussion - re: ...... unless something
is handed out.
Any information that was received at Worksession
,
Final Agenda - the start of the Thursdav meeting "pack"
the beginning 7 items are standard:
Pledge of Allegiance
Invo~ation
Service Pin Awards
Introductions and Awards
Presentations
Minutes of meetings 'to be approved
Citizens to be heard re items not on agenda
, '
There mayor may not.be any paperwork for the,above 7 items. The action agenda lists the
results of each. Also, items at the end of the agenda (Other pending matters' - Other City
Attorney Items - City Manager Verbal Reports and Other Commission Action) often have no
paperwork.
Starting with #8 are the Items for the meeting.
After each item there may be memoslinformation that correlate to that item which will be
noted as "RE: # ,I'. This information was not actually part of the item, it is not part of the
attachments for the item but is informntion that will stay in the agenda pack to be
microfilmed.
After some of the items there may be information marked as City Manager Back Up,
abbreviated as eM b.u.. Again this is information that is not actually partof the agenda item
" but it is placed in the agenda pack.
After each item there may be information regarding that item that was handed out at the
meeting, This information should have the notation" Rec'v (date}".
When looking at an agenda cover memorandum for an item, look at the listing of attachments
at the bottom of the page. If. something is listed as a "plan" or "manual" this means the
agenda item could be.m.su:rL pages in length as that type attachment was 'probably in notebook
form for the meeting with the binder being removed from the original for microfilming.
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ACTION AGENDA ~ CLEARWATER CITY COMMISSION MEETING - April 15, 1993 (6:00 P.M.)
Welcome. We are glad to have you join us. If you wish to speak please wait to be recognized, then
state your ~ and address, Persons speaking before the City Commission on other than'Public
Hearing items shall be limited to 3 minutes. No person shall speak more than once on the same
subject unless granted permission by the City Commission.
1 . Pledge of Allegiance
2. Invocation
3. Service Awards
4. Introductions and Awards
5. Presentations
6. Minutes of Regular Meeting April 1, 1993
and Special Meeting February 9; 1993
7. ,Citizens to be heard re items net on ,the
Agenda
1. Mayor.
2, Chaplin Danny West, Clearwater Police
Department.
3. 2 awards presented.
4. Proclamation:
National Volunteer Week - 4/18-24/93
Safety Awareness Week ~ 5/3-8/93 .
Secretaries Week - 4/18~24/93.
5. None.
6. Approved 4/1/93 as amended; Approved
2/9/93 as submitted.
7. Jav Keves requested reconsideration of zero
tolerance for speeding violations on
Clearwater Beach as it negatively impacts
tourism.
Pat Wheeler complained regarding having to'
pay to parI< at the Main Library.
Ken Rosenow agreed that Clearwater is
getting' a reputation as a speed trap. .
Angel Delqato complained regarding low-
flying airplanes.
Clark Weaver requested new doors for City
Hall to make more accessable for
handicapped. ,
Brenda Claspool expressed concern
regarding her inability to obtain permission
for a grand opening sign for her business.
Steve Salica complained regarding the St.
Petersburg Times publishing a letter from an
East Lake Resident telling Clearwater. how
to spend its money.
Not Before 6:00 P.M. - Scheduled Public Hearings
(1) Presentation of issues by City staff.
(2) Statement of case by applicant or
representative (5 minutes).
. (3) Statement of case by opposition (5
minutes) .
(4) Commission questions.
(5) Comments in support and in opposition: (a)
individual (3 minutes); (b) spOkesperson for
groups (10 minutes).
(6) Commission questions.
(7) . Rebuttal by opposition (5 minutes).
(8) Final rebuttal by applicant or representative
(5 minutes).
4/15/93
1
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PUBLIC HEARINGS
8. Approved. Ords. #5358.93, #5359-93 &
tl5360~93 passed 1st reading,
8. Public Hearing & First Reading Ords.
#5358.93, #5359-93 & #5360-93 -
Annexation, Land Use Plnn Amendment to
Low Density Residenti?'ll, and ,RS.8 Zoning
for property located at 1943 Old Coachman
Rd., Sunset Point Estates, Blk A, Lot 8,
approx. 0.13 acre (CisseU A92-16, LUP92-
27)(PLD)
9. Res. #93-27 - to .the Florida Legislature
requesting the revocation of the Charter of
the Clearwater Downtown Development
Board and the dissolution of said board (Not
an advertised public hearing)
10. Public Hearing - declare Sun Bank Building
property surplus for purpose of selling (eM)
11. Public Hearing - input re: ,opening Dunedin
Pass (CDl)
9. Res. #93-27 adopted as amended.
10. Approved.
11. ,Authorized proceedfng with obtaining
permits, working with appropriate Engineer
firms to identify most effective and cost
efficient method.
12. Authorized execution of development
agreement as amended.
, 1 2. Public Hearing approving Development
Agreement for property located at 2495
Gulf-to-Bay Blvd., Sec. 18-29-16, M&B
42.01, 42.02, 42.08 & 42.09 (Murray
Sorin and Sorin Realty Corp.){PLD)
13. Public Hearing & Res. #93-22 re: Vacating
15' utility easement lying W of Belcher Rd.
and N of Monclair Rd., Sec. 6-29-16, M&B
22.03 {Colen V93-01 ){PW}
"
13, Approved. Res. 1/93-22 adopted as
amended.
Public Hearing. Second Reading Ordinances
14. Ord, 1/5348-93 adopted.
14. Ord. #5348.93 - Vacating all rights~of-way
& Easements lying within the area bounded'
by Cleveland St. on the N, Missouri Ave, on
the E, Madison Ave. on the Wand the S
. boundary being a line 150' N of Gould St.
(City/East End V93.02) ,
15, (Cant. from 4/1193) Ord. #5349-93 - Land
Use Plan Amendment to Public/Semi-Public
for property located at 2965 C.R.193, part.
of Sec. 5-29-16, M&B 41.06 & 41.08,
approx. 7.47 Bc.IOak Leaf Ltd. LUP93-01)
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15. Ord. #5349-93 adopted.
4/15/93
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16. (Cant. from 4/1/93) Ord. #5350-93 - P/SP
Zoning for property located at 2965
C.R.193, part of Sec. 5-29-16, M&B 41.06
& 41.08, approx. 7.47 ac.(Oak Leaf Ltd.
'Z93-0 1 )
17. Ord. #5353-93 - amending Sec. 22.82 to
provide that a Special Event Permit
Application may be filed 1 2 months, rather
than 90 days, before the date of the event
18. (Cant. from 4/1/93) Ord. #5354-93 -
Amending Sees. 36.114,36.118,36.121
& 36.125 re: development agreements
19. Ord. #5355-93 - authorizing issuance of
Water and Sewer Revenue Bonds, not to
exceed $57,000,000 for the sole purpose
of refunding the City's currently
outstanding Water and Sewer Revenue
Bonds, series 1988A and 1988B
1 9a Res. #93-26 - authorizing the negotiated
sale of the City of Clearwater Water and
Sewer Refunding Revenue Bonds, Series
1993; awarding the sale thereof to Smith
Barney, Harris Upham & Co., Inc. (not an
advertised public hearing) .
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16. Ord. 115350-93 adopted.
,
17. Ord. 115353-93 adopted.
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18. Ord. #q354-93 adopted as amende~.
19, Ord: 115355-93 adopted.
19a Res. 1193-26 adopted:
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CITY MANAGER REPORTS
CONSENT AGENDA (Items 1120-32) - Approved as submitted.
The following items require no formal public hearing and are subject to being approved in a single
motion. However, any City Commissioner or the City Manager may remove a'n item from t~e Consent
Agenda to allow discussion and voting on the item individually.
Agreements
.. ,
20. Lease Agreement with Pinellas County
School Board for portion of Curtis
Fundamental Clearwater Comprehensive
School Complex, located on the E side of
Holt Ave., for the period 5/1/93-4/30/94
(AS)
21 , Sub-Lease Agreement with Religious
Community Service for Holt A venue School
Board Property for the period 5/1/93-
4/30/94 (AS)
.4/15193
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Bids & Contracts
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22. Extension of contract 'for purchase of
envelopes to Tampa Envelope
Manufacturing, Tampa, FL~ for the period
5/14/93-5/13/94; at an est. $15,000 (AS)
23. Extension of contract for purchase' of misc.
office supplies to Tampa Office Supplies,
Tampa, FL, for the period 5/22/93-5/21/94,
at a standard discount of 55% from catalog
list price at an est. $80,000 (AS)
. 24.. Purchase of 2, 3 &"4 cubic yard aluminum
front-end loading refuse containers from
Boone Welding, Inc., Gainesville, FL, for the
period 4/15/93-4/14/94, for an est. total of
$40,000 (PW)
25. Purchase of a 1-year warranty extension
service maintenance contract for the Water
Pollution Control Division from Perkin-Elmer
Corp., Lake Mary, FL, for $12,723.08 (PW)
26. Emergency Contract for 16" Force Main
Repair on S. Clearwater. Beach to Rowland,
Inc., Pinellas Park, FL, for $43,825,68 (PW)
27. Water Main Replacement Contract - Phases
9 & 10 to Suncoast Excavating, Inc.,
Ozona, FL, for $528,995 (PW)
28. Contract for Poinsettia Ave: and Papaya St.
StC?rm Improvements and the Lincoln Ave.
Storm Improvements to Steve's Excavating
& Paving, Inc., Dunedin, FL, for $124,678
(PW)
"
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Receipt & Referral
29. IL Zoning for property located at 508-602
N. Garden Ave., Nicholson & Sloan's
Addition, Lots 7-9 and Bidwells Oakwood
Addition, Lot 29 & 30, approx. 1.12 acres
(BUgutay Z93.04)(PLD)
30. CG Zoning for property located at 1505 S.
Ft. Harrison Ave., part of Sec. 21-29-15,
M&B 44.07, approx. 2.42 acres (Stout
Investm'ents Inc. Z93-05HPLD)
31 . Land Use Plan Amendment to Commercial
General and eN Zoning for property located
at 801, 803 & 805 Turner St., Magnolia
Park Sub., Blk 22, part of Lots 1 & 2 and
Lot 3, approx. 0.53 acres (Newport 011,
Corp. LUP93-11. Z9~-06HPlD)
4/15/93
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32. Annexation, land Use Plan Amendment to
Low Density Residential and RS-6 Zoning
for property located at 2365 & 2371 Dora
Dr., Rolling Heights, Lots 10 & 11, approx.
0.48 acres (Barmore/Bruynell A93-07,
LUP93-09}(PLD)
OTHER ITEMS ON CITY MANAGER REPORT
33. Contract for reconstruction of Big Pier 60 to
The Hardaway Co., Tampa, Fl, for
$1,996,268 (PW)
34. Presentation re: Jolly Trolley System (CD!)
33. Approved.
35. Res. #93-24 - authorizing Joint Participation
Agreement with FOOT re: construction of
the Clearwater Pass Bridge (PW)
36. Appointment of Vice-Mayor (eLK)
37. Appointment of Commission members for
regional and miscellaneous boards (CLK)
38. Other Pending Matters
34. Accepted' proposal in concept, authorized
City Manager to enter into negotiations
with incorporators and to bring contract to
Commission fof approval.
35. Cant. to 4/19/93 Special Meeting.
36. Cont. to 4/19/93 Special Meeting,
37. Cont. to 4/19/93 Special Meeting.
38. None,
CITY ATTORNEY REPORTS
Resolutions
39. Res. #93-20 - Approving easement to DOT 39. Cont. to 4/19/93 Special Meeting.
for S,R.580 project
40. Res. #93-21 - Requesting county to abate 40. Cont. to 4/19/93 Special Meeting.
taxes
41. Res. #93-23 - Lot clearing 41. Cont. to 4/19/93 Special Meeting.
Other City Attorney Items
42, Ord. #5386-93 - amending Article IV of 42. Cont. to 4/19/93 Special Meeting. .,
City Charter, creating Sec. 4.06 to establish
a department to be known as the General
Accounting Office; providing for a special
election to be held 11/2/93 to submit this
, proposed charter amendment to the voters Cant. to 4/19/93 Special Meeting;
43. Receipt & Referral of proposed ordinances 43.
relating to the sign code
44. City Manager Verbal Reports 44. Cont, to 4/19/93 Special Meeting.
45. Other Commission Action 45. Cont. to 4/19/93 Special Meeting,
46. Adjournment 46. 12: 15 a.m. (4/16/93)
4/15/93 5
. I"
PRELIMINARY AGENDA
Work Session - 1 :00 P.M. . Monday, April 12, 1993
Clearwater City Commission Meeting ~ 6:00 P.M. - Thursday, April 15, 1993
Service Awards
WORK SESSION ONLY
1 . Countryside Community Center
2. Proposal to audit Legal Department ~ Attorney Fogarty (2:30 p.m.)
AS ADMINISTRATIVE SERVICES
1 . Lease Agreement with Pinellas County School Board for portion of Curtis Fundamental
Clearwater Comprehensive School Complex, located on the E side of Holt Ave., for the period
5/1/93-4/30/94 (Consent Agrmt)
2. 'Sub-Lease Agreement with Religious Community Service for Holt Avenue School Board Property
for the period 5/1/93-4/30/94 (Consent Agrmt)
3. Extension of contract for purchase of envelopes to Tampa Envelope Manufacturing, Tampa, FL,
for the period 5/14/93-5/13/94, at an est. $15,000 (Consent. B&C)
4. Extension of contract for purchase of misc. office supplies to Tampa Office Supplies, Tampa,
FL, for the period 5/22/93-5/21/94, at a standard discount of 55 % from catalog list price at an
est. $80,000 (Consent B&C)
PW PUBLIC WORKS
1. Public Hearing & Res. #93-22 re: Vacating 15' utility easement lying W of Belcher Rd. and N of
Monclair Rd" Sec. 6-29-16, M&B 22,03 (Colen V93-01 HPH)
2. Res. #93-24 - authorizing Joint Participation Agreement with FOOT ra: construction of the
Clearwater Pass Bridge (CM)
3. Purchase of 2. 3 & 4 cubic yard aluminum front-end loading refuse containers from Boone
Welding, Inc., Gainesville, FL, for the period 4/15/93-4/14/94, for an est. total of $40,000
(Consent B&C)
4. Purchase of a 1-year warranty extension service maintenance contract for the Water Pollution
Control Division from Perkin-Elmer Corp., Lake Mary, FL, for $12,723.08 (Consent B&C) ,
5. Contract for reconstruction of Big Pier 60 to The Hardaway Co., Tampa, FL, for $1,996,268
(Consent B&C)
6. Emergency Contract for 16" Force Main Repair on S. Clearwater Beach to Rowland, Inc.,
Pinellas Park, FL, for $43,825.68 (Consent B&C)
7. Water Main Replacement Contract - Phases 9 & 10 to Suncoast Excavating, Inc., Ozona, FL, for
$528,995 (Consent B&C)
8. Contract for Poinsettia Ave, and Papaya St. Storm Improvements and the Lincoln Ave. Storm
Improvements to Steve's Excavating & Paving, Inc., Dunedin, FL, for $124,678 (Consent B&C)
eM ADMINISTRATION
1 . Public Haaring - declare Sun Bank Building property surplus for purpose of selling (PH)
PL&D -PlANNING&D~ELOPMENT
1. Public Hearing & First Reading Ords. #5358-93, #5359.93 & #5360.93 - Annexation, Land Use
Plan Amendment to Low Density Residential and RS-8 Zoning for property located at 1943 Old
Coachman Rd., Sunset Point Estates, Blk A, Lot 8, approx, 0.13 acre (Cissell A92-16, LUP92.
27)(PH)
4/12/93
1
. "
, 2. IL Zoning for property located at 508-602 N. Garden Ave., Nicholson & Sloan's Addition, Lots
7-9 and Bidwells Oakwood Addition, Lot 29 & 30, approx. 1.12 acres (BlIgutay Z93-
04){Consent R&R)
3. CG Zoning for property located at 1505 S. Ft. Harrison Ave., part of Sec. 21-29-15, M&B
44.07, approx. 2.42 acres (Stout Investments Inc. Z93-05)(Consent R&R)
4. Land Use Plan Amendment to Commercial General and CN Zoning for property located at 801,
803 & 805 Turner St., Magnolia Park Sub., Blk 22, part of Lots 1 & 2 and Lot 3, approx. 0.53
acres (Newport Oil Corp. LUP93-11, Z93-06){Consent R&R)
5. Annexation, Land Use Plan Amendment to Low Density Residential and RS-6 Zoning for
property located at 2365 & 2371 Dora Dr., Rolling Heights, Lots 10 & 11, approx. 0.48 acres
(Barmore/Bruynell A93-07, LUP93-09){Consent R&R)
6. Public Hearing approving Development Agreement for property located at 2495 Gulf-to-Bay
Blvd., Sec. 18-29-16, M&B 42.01, 42.02, 42.08 & 42.09 (Murray Sarin and Sarin Realty
Corp,){PH)
ClK CITY CLERK
1. Appointment of Vice-Mayor (eM)
2. Appointm'ent of Commission members for regional and miscellaneous boards (eM)
CA, LEGAL DEPARTMENT
Second Reading Ordinances
1. Ord. #5348-93 - Vacating all rights-of-way & Easements lying within the area bounded by
Cleveland St. on the N, Missouri Ave. on the E, Madison Ave. on the Wand the S boundary
being a line 150' N of Gould St. (City/East End V93-02)
2. (Cant. from 4/1/93) Ord. #5349-93 - Land Use Plan Amendment to Public/Semi-Public for
property located at 2965 C.R.193, part of Sec. 5-29-16, M&B 41.06 & 41.08, approx. 7.47
ac.(Oak leaf Ltd. LUP93-0 1)
3. (Cant. from 4/1/93) Ord. #5350-93 - P/SP Zoning for property located at 2965 C.R.193, part of .
Sec. 5-29-16, M&B 41.06 & 41.08, approx, 7.47 ac.(Oak Leaf Ltd. Z93-01)
4. Ord. #5353-93 - amending Sec. 22.82 to provide that a Special Event Permit Application may
be filed 12 months, rather than 90 days, before the date of the event ,
5. (Cont. from 4/1/93) Ord. #5354-93 - Amending Sees. 36.114, 36.118, 36,121 & 36.125 re:
development agreements
6. Ord. #5355-93 - authorizing issuance of Water and Sewer Revenue Bonds, not to exceed
$57,000,000 for the sole purpose of refunding the City's currently outstanding Water and
Sewer Revenue Bonds, series 1988A and 1988B
,
First Reading Ordinances
1. Ord. #5377-93 - repealing Division 5 of Article III of Chapter 2, abolishing tile Clearwater
Downtown Development Board
Resolutions
1. Res. #93-20 - Approving easement to DOT for S.R.580 project
2. Res. #93-21 - Requesting county to abato taxes
3. Res. #93.23 . Lot clearing
411 2/93
2
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OTHER CITY ATTORNEY ITEMS
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1. Ord. '#5386~93 .,amendlng Article IV of City Charter, creating Sec. 4.06 to establish a
department to be known as the General Accounting Office; providing for a special election to be
held 11/2/93 to submit this proposed charter amendment to the voters .
, 2. Receipt & Referral of proposed ordinances relating, to the sign code
" .
City Manager Verbal Reports
Commission Discussion Items
.1.
2.
3.
4.'
5.
6.
7~
8.
9.
10.
11.
" Public Hearing - input re: op.ening Dunedin Pass (PH)
Presentation re: Jolly Trolley System
Harbor Oaks. Four Way STOP Signs for Druid Road
City Property Maintenance .
. . Duplicating Services
Enterprise Zones .'
City Employee Awards Banquet
Day Care ., , .
Citizens Complaint Procedure
Private Security
Beach Business District
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TO:
,
. May?r ~ta'Garvey
Betty J. Blunt, Confidential Clerk Receptionist
, FROM:
City Commissioners. Mich~el Wright, Cyndie Goudeau
. Presentations at the April 12, 1993 Work Session
April 12,' 19~3
The following presentations will be made at the April 12, 1993 Work Session
COPIES :
SUBJECT:
,
, .
DATE:
SERVICE PINS
5 years
, '
Larry Roberts, Public Works/Public Service (pin & letter of appreciation)
Michael Stambaugh, Public Works/Public Service (pin & lett~r of appreciation)
Timothy Hannas, Public Works/Public Service (pin & letter o(appreciation)
Deborah Lutz, Department of Administrative Services/Computer Information Service
(pin & letter of appreciation
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10 years
'. Glen Balmick, Jr., Public Works/Engineering Qetter. & wall clock)
Richard Niemillcr. Public ~orks/Water (letter & wall cl~ck)
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Joseph Arecco, Public \Vorks/Water (letter &plaqtie)
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Sherrie Nicodemus, Public Works/Transportation (letter & watch)
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Jean Strandlic, Department of Administrative Services/UtiJities Customer Service ( letter.
day off with pay and dinn~r cert~ficate) .'
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35 years
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Malcolm Blakenship, Public Works/Water ( letter & gift certificate)
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ORDINANCE NO. 5377-93
.AN ORDINANCE OF THE CITY OF CLEARWATER, FLORID,
ABOLISHING THE CLEARWATER DOWNTOWN DEVELOPMENT BO j
REPEALING DIVISION 50F ARTICLE III OF CHAPTER 2, ODE
OF ORDINANCES: PROVIDING FOR THE TRANSFER OF THE SSETS
AND LIABILITIES OF THE BOARD TO THE CITY OF CL RWATER:
PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Clearwater Downtown Development Boar. was establ ished pursuant
to Chapter 70-635, Laws of Florida. as subsequent1 amended" which was converted
to an ordinance of the City by Chapter 77-637, aws of Florida, the terms and
provisions of which are now set forth in Div'sion 5 of Article I'll of Chapter 2
of the Clearwater Code of Ordinances: an
,WHEREAS, the City Commission fin it appropriate and desirable to abolish
the Clearwater Downtown Deve10pmen Board; now, therefore.
BE IT ORDAINED BY T CITY COMMISSION OF THE CITY OF
CLEARWATER. FLORID.
Section 1. III of Chapter 2, Code of Ordinances,
consisting of Sections 2.156, is hereby repealed, and the
Clearwater
opment Board is hereby abolished.
"
Section 2. Upo the effective date of this ordinance, all property of the
Clearwater Downtow Development Board, of whatever kind, shall forthwith become
the property of e City of Clearwater, subject to the outstanding obligations
of the ~oard incurred in conformity with the provisions of the 1egis1atfon
creat i ng the Board. The City shall use such property to the maximum extent
practicable for effectuating the purposes of the Board, and' shall succeed to. and
exercise only such powers of the Board as shall be necessary to meet outstanding
obligations of the Board and effect an orderly cessation of its powers and
functions. However, under no circumstances shall the City directly or indir~ctly.
be obligated to pledge or u~e any uf its tax monies to accomplish these
functions. As used herein, "outstanding obligations of the Board" shall mean
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only those obligations outstanding as of April 1, 1993, or incurred pursuant'to
agreements in effect as of such date.
Section 3.
This ordinance shall take effect 'May 15, 1993.
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PASSED ON FIRST READING
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PASSED ON SECOND AND 'FINAL READING
AND ADOPTED
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Mayor-Commi ss i.oner
Attest:,
Approved as to form and correctness:,
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City C.lerk
M. A. Galbraith,'Jr.
City Attorney
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CITY OF CLEARWATER
Inlcrdepnrtmcntnl C()rr~pondcnce Sheet
FROM:
Michael Wright, City Manager
Peter Yauch, City Traffic Engineer ~
William C. Baker, Director of Public Works
RRC~T'7ED
TO:
COPIES:
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SUBJECT: Harbor Oaks -- Four Way STOP Signs for Druid Road
City Manager
DA TE:
March 23, 1993
At the March 18th City Commission meeting, during the discussion of the Harbor Oaks
Association's request for closing Druid Road and Bay Avenue, I was asked by Commission to
determine appropriate locations for four~way STOP signs along Druid Road. These signs had
been requested by some residents to provide speed control and act as a deterrent to through
traffic.
Most traffic engineering texts and references recommend against the installation of STOP signs
for these purposes. The common concern is that the indiscriminate use of these signs could lead
to their disrespect. The Manual on UniCornl Traffic Control Devices, the nationally accepted
standards that we work with on a daily basis, lists "Warrants" for multi-way STOP signs (a copy
is attached); none of the intersections along Druid Road currently meet any of these guidelines.
Such was the case with Harn Boulevard between Belcher Road and US 19. However, after the
1982 installation of four multi-way STOP signs, speeds, accidents, and traffic volumes were all
reduced; exactly the results that the residents of the area were requesting,
A similar installation along Northridge Drive (between Curlew Road and Countryside Boulevard)
has not been as successful. Three sets of multi-way STOP signs were installed; however, driver
obsclVance of some of the signs has been less than desirable, and the homeowners' association
has been inquiring about other alternatives for traffic reduction.
Also mentioned during Thursday night's meeting was a four-way STOP installation in Belleair,
at Indian Rocks Road at Poinsettia A venue. This installation impedes traffic along Indian Rocks
Road to the point that about 20 - 25 percent of peak hour, peak direction drivers detour around
the STOP sign on adjacent residential streets, compounding their traffic problem.
I believe a key to successful multi-way STOP installations is to have volumes on both the major
and the minor streets about equal. Drivers assess their own risk of "running" a STOP sign; the
two primary risks are receiving a ticket or being involved in an accident. Where police presence
is infrequent, and where side street volumes are low enough to significantly reduce the risk of
a collision, obselVance of a STOP sign will drop. .
The two locations along Druid Road where the side street volumes are significant are at Jeffords
and at Bay Avenue (see attached sketch). Neither of these currently meet the guidelines for
mu1ti~way STOP signs, but, if signs arc to be installed, these are the prime locations. Several
other intersections (at LotLls Path, Jasmine, Orange, Hamilton, and Oak) are "Tit intersections,
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March 23, 1993
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which could '~ncoumge lower ,STOP sign observance on Druid. Magnolia provides the only
other It + II type intersection, but it is a very 10'Y volume cross street.
In summary, with an understanding that the proposed:multi.way STOP sign.installations along
Druid'Road do not meet national guidelines for installation, and may not have the intended effect
of reducing speeds and vohimes, if the signs are to be installed, I would reCommend, their.
installation at Druid Road at Jeffords Street and at Druid Road and Bay A venue. ' If you
concur, please let me know and I will arrange their installation.
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stop is not necessary at all times. Periodic reviews of existing installations
may be desirable to determine whether, because of changed conditions,
the use of less restrictive control or no control could accommodate traffic
demands safely and more effectively.
STOP signs should never be used on the through roadways of
expressways. Properly designed expressway interchanges provide for the
continuous flow of traffic, making STOP signs unnessary even on the
entering roadways. Where at-grade intersections are temporarily justified
for local traffic in sparsely populated areas, STOP signs should be used on
the entering roadways to protect the through traffic. STOP signs may also
be required at the end of diverging roadways at the intersection with other
highways not designed as expressways. In most of these cases. the speeds
will not warrant any great increase in the sign sizes.
STOP signs shall not be erected at hltersections where traffic control
signals are operating. The conflicting commands of two types of control
devices arc confusing. If traffic is required to stop when the operation of
the stop-and-go signals is not warranted, the signals should be put on
flashing operation with the red flashing light facing the traffic that must
stop. ..~
Where two main highways intersect. the STOP sign or signs should
normally be posted on the minor street to stop the lesser flow of traffic.
Traffic engineering studies, however. may justify a decision to install a
STOP sign or signs on the major street, as at a three-way intersection
where safety considerations may justify stopping the greater flow of
traffic to permit a left-turning movement.
STOP signs may be used at selected railroad-highway grade crossings
only after their need has been determined by a detailed traffic engi,neering
study. Use of the STOP sign at railroad-highway grade crossings is
described in Section Bll-9.
Portable or part-time STOP signs shall not be used except for
emergency purposes. Also. STOP signs should not be used for speed
control.
1I~48 (c)
Rev. 3
VlII-5 (c)
Rev. 2
28-6 Multlway Stop Signs
The "Multiway Stop" installation is useful as a safety measure at some
locations. It should ordinarily be used only where the volume of traffic on
the intersecting roads is approximately equal. A traffic control signal is
more satisfactory for an intersection with a heavy volume of traffic.
Any of the following conditions may warrant a multiway STOP sign
installation (sec. 2B-4):
1. Where traffic signals ore warranted and urgently needed, the
multiway stop is an interim measure that can be installed quickly to
control traffic while arrangements are being mnde for the signal
installation.
26,:,,3
Rev. 9/84
. ,I
2. An accident problem, as indicated by five or more reported accidents
of a type susceptible of correction by a multiway stop installation in a
12-month period. Such accidents include right- and left-turn collisions as
well as right-angle collisions.
3. Minimum traffic volumes:
(a) The total vehicular volume entering the intersection from nil
I' approaches must average at least 500 vehicles per hour for any 8 hours of
an average day, and
(b) The combined vehicular and pedestrian volume from the minor
street or highway must average at least 200 units per hour for the same 8
hours, with an average delay to minor street vehicular traffic of at least 30
seconds per vehicle during the maximum hour, but
(c) When the 8S-percentile approach speed of the major street traffic
exceeds 40 miles per hourt the minimum vehicular volume warrant is 70
percent of the above requirements.
28-7 Yield Sign (Rl-2)
The YIELD sign assigns right-of-way to traffic on certain approaches to
an intersection. Vehicles controlled by a YIELD sign need stop only when
necessary to avoid interference with other trarnc that is given the right-of-
way.
The YIELD sign shall be a downward pointing, equilateral triangle
having a red border band and a while interior and the word YIELD in red
inside the border band. The standard size shall be 36 x 36 x 36 inches.
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28-8 Warrants for Yield Signs
The YIELD sign may be warranted:
. 1. At the entrance to an intersection where it is necessary to assign
right-or-way and where the safe approach speed on the entrance exceeds
10 miles per hour.
2. On the entrance ramp to an expressway where an acceleration lane is
not provided.
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Harbor' Oaks Study Area
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MEMORANDUM
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RECEI,TEJ)
. APR .- t 199~
City M[1.1~~ ...\'
TO:
Michael J, Wright, City Manager
FROM:
Fred A, Thomas, Commissioner,
COPIES:
City Commission, City Clerk
SUBJECT:
DATE:
Work Session Agenda - 4/12/93
April 2, 1993
1. City Property Maintenance ~ Discuss the work schedule for patching the roof
leaks in the City property f/k/a Maas Brothers as well as the maintenance of other
city properties. .
2, Duplicating Services - ConduCt a de~ailed study into duplicating services
provided by the City of Clearwater and Pinellas County; we will require an outline i,
and, a time frame for this project.
3 Enterprise Zones - Discuss the development plan and schedule for business
zones in the Ft. Harrison/Greenwood North Corridors.
~(
4 City Employee Awards Banquet - Study the feasibility of conducting an annual
banquet instead of the present bi-weekly awards ceremony; a survey of city
personnel should be conducted, . .:
5, Day Care - Conduct a census (if not readily available) of city personnel on the
question of day care that is, how many employees are currently using a day care
service? The cost of said services? Satisfaction of said s'ervices? Etc.
6, Citizens Co'mplaint Procedure- Discuss the available means for citizens to
readily obtain forms on which they may make a complaint or voice an opinion to
the Commission, Discuss City properties that would have these forms available and
, a container for the completed forms,
7. Private ~ecurity - Discuss the private security on the Commissioners fax lines
and private telephone lines.
8. Beach Business' District - Study the feasibility of a separate Business District of
Clearwater Beach be created into a separate zoning and architectural zone.
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C IT Y 0 F C LEA R W A T,E R
Interdepar~mental Correspondence Sheet,
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TO: .... cindy Goudeau, ; city. Clerk
FRO~: Ream Wilson, Director, Parks and Recreation
COPIES: Kathy 'Rice, Deputy city Manager
SUBJECT: Proposed Recreation Center For Countryside
DATE: March 22, 1993
In your last "Agenda Trackingll memo of.February 5, 1993, you showed
a "Work Session Only" it,em for the Countryside Community Center.
We ~ould like to schedule this presentation by Mr. David Abelson
(representing a Coalition Of Involved citizens From The North Area
Counsel Of The Chamber of Commerce) for the city Commission Work
session scheduled for Monday, April 12, 1993.
Since the "Penny For Pinellas" budget has been revised, and monies
for this community center have been increased to $1,200,000.00 and
moved 'up to current budget years, Mr. Abelson will primarily thank
the commissioners for that action. However, he will also giv~ them.
'information as, to what facilities might be included. in the
building, the projected annual operating budget and projected
annual revenues.
Please let me know if the work session of April 12th is O.K.
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MAR '2 4 1993
'CITY CLERK DEPT.
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r1AR-18-1993
15 : ;:8 FROt1
CITY OF CLW. EHGJNEERtNG
TO
97995605 P. 10
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COUNTRYSIDE RECREATION CENTER.
SURVEY
Dear citizen: This questionnaire is par~ of a study oonducted by
the Clearwater Parks and Recreation Department and the North Area
council, Greatar Clearwater Chamber of Commerce. The 9oa1 of the
study is to learn about recreational interests and to provide
data necessary to facilitate developme.nt of a proposed Recreation
Center in the Countryside axaa.
If this study is to be successful, it is important that you
. answer each question thoughtfully and frankly. We need your
help. 'Please take the hext few minutes to complete the
questionnaire and return it to the individual who presented it to
you or mail it by October 30, 1992 to:
. Clearwater parks and Recreation Department
Attention: steve Miller
P.o. Box 4748
Clearwater, Florida 34618
section r - Personal Information
Name:
Residence Address:
city:
~~
, Zip:
Age Group: 7-12( ), ~3-17( ), 18-Z4{ ), 2S-S5( ), 55-up( )?
MalB___ or Female___?
Single or Married ?
- -
Have children? No___/Yas___, 1___, A~es
Section II - General Ouest~ons .
1. Do you currently use Clearwatar Parks and Recreation
Department Facilities?
A) Not At All------------
B) Less ~han once A Month----
C) 'About Once A Month--------
D) About Once A W~ek---------
E) Almost Daily-----------:::
, .
. '
What level of priority should be given to the construction
of a Rec~eation Center to service the countryside area? .
A) Very HiSh Priority ___
B) Fairly High Priority
C) Fairly Low PriQrity :::
P) very tow priority
..-
2.
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Would you or your
Countryside?'
YES
NO
family usa a Recrea~ion
'.. R e~~) V L1 JI:J.JC/~
CQn~Gr ~n 711~/':
WSO-I
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Do you faal Countryside
Dr.) is a good location
YES
NO == (I sUCJgast
~~ction ~7I - Desidn ComDonants
community Park (2640 Sable springs,
for a Recreation Center?
4.
)
Rank the following facility components 1 - 10 with number 1 being
the mo~t important in your opinion:
A)___ > Game Room (i.a. ~ab1Q tennis, pool, foozball etc.)
B)___ > Multi-purpose gymnasium (basketbal~, dances, stage)
C) . > Arts.and Crafts Reom .
D) - > 1'1 tness Equipment Room . .
E)--- > Multi Purpose Room (meetings, br1dqe games, meals, ate.)
F)--- >.Classrooms/Conference Rooms
G) == > Locker Rooms (showers, chanqi:'1g' area, ate.)
H). > Floor Exercise S~udio (dance classes, aerobics, etc.)
I)--- > Kitchen Faclli~ies
J);-- > Lobby/Lounge Area
K)___ > Other
Section IV - Pro~ams/Services
Rata the following' proqram areas as follows: (1~Hi9h ~riQrity,
2-Madium Priority, 3-Low Priority)
A) > Aerobics
B)--- > Arts and Craf~s
C):= > Drama
D) > Dance
E)--- > Day Camps
F)--- > Sports Camps
G) --- > Basketball,
H)--- > VOlleyball .
:I:)=: > Sr. citizen Activities
J) > Eduea~iQnal Classes (Safe~y council, Red Cross, Etc.)
K)--- > Birthday Party Service
L)--- > Rental of Fac1li~y (Weddinqs, Private partias, E~C.)
M)--- > Volunteer Programs (Jr. Leaders)
N):= > Other
.
Section V - General Commenta
,
"
~hank You For Your Support!
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98137995605 P.02
, /2e.c tot If/' 'l-/~ 3-
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SURVEY RESULTS .. B" ~ ~
RPR-12-1993
10: 43 . FRON C 11'( OF CLW. E~IG WEER nJG TO
; QOUNTRYSIDE RECREATION CENTER
11/09/92
-.
. ~.
I . ........
section I
Personal Information
Residents responding: 228
Respondents by age group:
Ages .7-12:
Ages 13"17:
, Ages 18-24:
Ages :as-55:
,Ages 56-~p:
# Male: 111 % Male.: 42.5
tI Single: 80 t Single: 30.4
(I w/kids: 157 % w{kids: 59.7
. It ____..._.
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Non-residents: 35
TOTAL: 263
Number ' Percent
9 ( 3.4%)
27 (10.3%)
13 ( 5.0%)
146 (55.9%)
66 (25.3%>
If Fem.a le ': . lSO % Female: 57..5
# Married: J.83 % Married: 69.6
Average # kids par family: 2.3
section II - General Questions
1. Do you currently use Clearwater Parks & Recreation facilities?
A) Not at all--------------
B) Less than once a month--
C) About once each month---
0) About once each week----
E) Almost daily------------
1= 42
#= 41
#c 54
#~ 71
#= 52
(16.2%)
(15.8%)
(20.8%)
(27.3't)
(20.0%)
2. What level of priority should be given to the construction of a
Recreation Center to service the Countrysida area?
A) Very H~gh Priority-----
B) Fairly High Priority---
C) Fairly Low priority----
D) Very Low Priority------
170
79
5
6
(65.4%)
(30.4%)
( 1.9%)
( 2.3%)
3. Would you or your family use a Recreation center in Countryside?.
~ES ----- 242
NO ----- 21
(92.0%)
( 8.0!6')
4. Do you feel Countryside Community Park (2640 Sable Springs
Dr.) is a good location for a Recreation Center?
YES ----- 247
NO ----- 16
(93.9%)
( 6.1%)
page 1 of 2
I1AR-18-1993 15:54 FR011 CtTy OF CLW. EHGlNEERING
TO
97995605
.
#0 .
COUNTRYSIDE RECREATION CENTER SURVEY RESUL~S
"........
11/09/92
Saction III - Desi~n Components
Rank the fOllowing facility components
the most impor~ant in your opinion.
'P.03
.'
.
1 -10 with number 1 beinq
Number of
Responses
A) Game Room ...--....--........---------.............-.......-....--.......-.......--- ,.. 23.l-
B) Multi-purpose gymnasium (b-ball/dances/stage)- #a 233
C) Arts & Crafts Room --------------------------- #a 235
D) Fitness Equipment Room ----------------------- 1- 227
E) MUlti-purpose room (meetinqs/bridge/meals) --- #= 235
F) Classrooms/Conference Rooms ------------------ 1- 219
G) Locker Rooms ~-~---~--~~------~-~~~-----~-~~-- #~ 213
H) Floor ExercisQ studio ----.------------------- #= 228
%) KitchBn Faoilities ---.----------------------- #- 220
J) Lobby/Lounge Area -----~---------------------- #B 214
X) Other: (see III-K Add~ndum) .
section IV - Proqrams/Services
Rate the following program areas as follows: (l-Hiq~ P~iority,
2-Medium Priority, 3-Low Priority).
Number of
, Responses
A) AQrobics -~-~-~~~-~---~~-~-~~--~--~~~--~-~---~ #~ 231
B) Arts & Crafts -------------------------------- #Q 231
C) Drama ~---~-~---~~--~~--~---~~~--~----~-~~---~ #B 216
D) Dance -~~~~~---~---~~-~~~--~~---~~~-~----~---~ #= 223
E) Day Camps -~----~--~~~~-~---~---~~~-~-~-~~~--~ #~ 225
F) sports camps ,.--......-.--.......-----------..--...---....-----.......- #- 220
G) Basketball ----------------------------------- #~ 221
H) Volleyball ---------------------------~------- 1m 217
I) Sr. citizen Activities ----------------------- #= 231
J) Educational classes -------.-----------------~ 1m 224
K) Birthday Party Services --~------------------- #8 214
L) Rental of Facility (Weddinqs/Parties/Etc.)---- #= 218
M) Volunteer Proqrams (Junior Leaders) ---------- 1- . 209
N) Other: (Sea IV-N Addendum)
Page 2 of 2
. AVQrBqQ
Rating'
(3.4)
(2.8)
(4.5)
(3.8)
(4.3)
(s.a)
(5.7)
(4.6)
(6.6)
(7.0)
Average
Rat:iny
(1.17
(1.74)
(2.25)
(1.92)
(1.S~)
(.1..48)
(1.51)
(1..56)
(1.76)
(J..73)
(2.36)
(2.22 )
(1.93)
:,1'.
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IIIA!;,-1.6-1993 15:54 FROl1 CITY OF CLW. ENGINEERn4G
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COUNTRYSIDE RECREATION CENTER SURVEY RESULTS
11/09/92
ADDENDUM III-K, section III - Design Components, OTHER COMMENTS '.
Record# .
1
4
11
12
15
21
34
35
38
39 .
40
41
.47
52
57
62
81
83
88
89
95
96
99
1.01
102
103,
106
107
115
126
138
144
163
179
1.80
190
194
203
204
209
215
216
250
251
252
260
263
Q5K
ORG~IIZE SPORTS FOR CHILDREN
POOt" - SWIMMING
INDOOR ~QUETBALL COURT
'INDOOR RACQUET BALL COURTS
SWIMMING POOL
POOL
BOY AND GIRL TWIRLING PROGRAM. NO CHARGE.
POOL
SWIMMING POOL
SHUFFLEBOARD
SHUFFLE BOARD COURTS
POOL .. SWIMMING
POOL
POOL
. SWIMMING POOt.
RACQUET BALL COURTS
N/A
TENNIS COURTS
OLYMPIC SWIMMING POOL
N/A
, TENNIS
JOBS FOR ~EENAGERS
RACQUETBALL COURTS
POOL
POOL ,
FOOTBALL FIELD
ALL IMPORTAN'r
POOL. FOR cas SWIM CLUB
TENNIS COURTS
POOL
MORE t'ARKING SPACE.
POOL
PUBLIC POOL
TENNIS COURTS, RACQUETS
KEEP ALL NOISE INSIDE BUILDING'-
ALL ARE IMPORTANT FACTORS
PLAYGROUND
MOVIES
VIDEO GAME ROOM
FOOD AND DRINK FACILITIES/OUTDOOR FACILITIES
TENNIS-VOLLEYBALL-BADMlNTON-BASKETBALL
SWIMMING POOL
POOL
POOL, TENNIS COURTS
POOL AND TEm~IS COURTS.
POOL AND TENNIS COURTS
A POOL WOULD BE G1U:AT
NEEDLESS COST TO TAX PAYERS.
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FOR
I.'.
Numeer responderB makinq oomments a 47
N~ber respondents reterencing a pool = 22
Number respondents referancinq' tannis ~ 8
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ADDENDUM IV-NJ section IV
ProgramsjServices,OTHER COMMENTS
Record#
2,
-1
9
Q6N
DIE~ CLUB MEETINGS
SWIM LESSONS
NEIGHBORHOOD SOCIALS, DINNERS, CARD PARTIES,
BINGO, ETC.
15 ' SWIMMING CLASSEs
18 POOL AND TABLE TENNIS
21 POOL
28 THIS RECREATION CENTER IS VERY IMPORTANT'TO
COUNTRYSIDE, I'M FOR IT 100%----
32 SWIMMING POOL
35 POOL---'"
36 POOL
39 SWIMMING LESSONS AND TEAMS
39 SHUFFLEBOARD C9URTS
Sl PROGRAMS FOR PRE-SCHOOLERS AND MOMS !
52 SPORTS
62 RACQUET BALL COURTS - WEIGHT (WORl<:-OU'ln EQUIP.
68 AFTER SCHOOL - SWERVISEO PLAY ETC.
8J.. N/A
85 RACQUETBALL COURT
89 H/A
97 JOSE FOR TEENAGERS
101 SWIM LESSONS
102 POOL - SWIMMING AND DIVING CLASSES
136 3'OB5 FOR TEENAGERS IN, COUNTll"iSIOE AREA
148 DAY CAMPS--LIKE MORNINGSIOE.
153 ALL HAVE HIGH PRIOR~TY
16~ AFTER SCHOOL SUPERVISION.
163 POOL ,
190 KEEP KIDS OFF THE STREETS
194 KARATE
215 SWr.MMING POOL AND SWIMMING, LESSONS
249 MUSIC-LANGUAGES-HOBBIES-CRAFTS-ART
257 CLASSES FOR JR. HI AND HIGH AND OPEN DANCES FOR
THEM ON FRIDAY NITES OR SATVROAY.
263 WITH ALL THE RECEATION AVAILABLE IN FLORIDA WE
DON'T NEED ADDITIONAL FACILITIES THAT WILL RAISE
TAXES. THERE ARE MORE IMPORTANT THINGS 'rO SPEND
ON. LET'S NOT GO HOG WILO WITH OUR MONEY.
NUmber of responders making comments - 33
Number of responders referencinq 'swim' or 'pool' ~ 12
ADOENOTJM IV-K"
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11/09/92,
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ADDENDUM V, section V - General Comments
Number of responders making co~ents
.'
,
= 93
Record# COMMENT
8 WOULD LIKE TO SEE BATHROOMS (A~ LEAST
PORT-A-POTTIES) AT OTHER PARKS (E.G. LANDMARK AND
CURLEW) 1
9 LONG OVERDUE, NEEDS TO BE COMPLETED SOON FOR KIDS,
TEENAGERS, COUPLES, ELDERLY---EVERYONE 11
11 WE NEED IT AND WE'LL USE IT 1
12 WE NEED A FULL SERVICE COMMUNITY CENTER'TO SERVICE
THE COUNTRYSIDE AREA AS SOON AS POSS1:BLB. THE
AREA CAN SUPPORT IT.
18 I THINK A GAME ROOM FOR JR HIGH AND HIGH SCHOOL
WOULD BE GREAT.
20 NONE-----
22 NON E
24 I FEEL THIS IS SOMTH!NG NECESSARY FOR SENIOR
CITIZENS IN THIS AREA--
2S THANKS FOR THE EFFORTS 1
27 VERY IMPORTANT FOR ~HIS AREA TO HAVE A RECREATION
C~T~ .
31 I WOULO HOPE FOR AT JJEAST "2u LIGHTED TENNIS
COtJRTS--
32 CAN A COMMUNIT~ SWIMMING POOL ALSO BE CONSIDERED
11
33 SHOULD BE LARGE ENOUGH AND WELL DESIGNED
34 MONEY SPENT ON RECREATIONAL FACILITZES IF
PROPERLYU SUPERVISED IS A MUST. NO TAX PAYER
WOULD DISAPPROVE WITH SUCH A
PROGRAM..IF..INSTRUCTORS AND SUPERVISORS ARE
SELECTED BY CIVIL SERVICE OF LOCAL PERSONNEL.
36 POOL IS A GREAT IDEA--WE COULD USE ONE IN THIS
AREA--
37 BUILD IT AND WE WILL COME
38 NOT EVERYONE IN THIS AREA HAS A POOL OR ACCESS TO
ONE
4~ WE IN ~HIS AREA SHOULD HAVE A COMMUNITY POOL WITH
OUR TAX BASE
52 BASKETBALL GYM (INSIDE)
57 I THINK A agCREATION CENTER HAS BEF~ NEEDED FOR
YEARS IN THE COUNTRYSIDE AREA. I AHA.RESIDENT OF
CLEARWATER AND I DON'T. USE AN~' OF THE FACILITIES
BECAUSE THEY ARE FAR. IT WOULD MAKE A'DIFFERENCE
IF THERE WAS ONE NEAR.
59 I THINK THIS IS A WONDERFUL IDEA
61 COUNTRYSIDE DESPARA~ELY NEEDS A REC. FACILITY!
THERE ARE SO MANY ~OUNG FAMILIES EAGER TO TAKE
ADVANTAGE OF cLEARWATER'S PROGRAMS, SU'I' 00 NOT
WANT TO TRAVEL TO MORNINGSIDE.
62 FOR IMPORTANT FACILITY FOR THOSE OF ALL AGES IN
OUR COMMUNIT~. EVER":lONE CAN t 'r BELONG 'to COUNTRY
CLUB---THIS WOULD GIVE EVERYONE I~ERES~ED A PLACE
'1'0 SHARE AND ENJO):'.
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101
102
104
106
.107
11.1
112
.
114
127
128
63
66
67
THIS IS LONG OVERDUE IJ!!t!!!!
aAS~ETBALL TEAMS FORMED FOR KIDS IN THIS AREA
YOUNG PEOPLE (TEENAGERS) ARE ESPECIALLY IN GREAT
NEED OF A RECREATION CENTER FOR-~HIS AREA. THIS
IS WONDERFUL Ill!
I'M EXTREMELY HAPPY TO SUPPORT IT.
WHEN CAN THIS START 171? BEGIN AS SOON AS
POSSIBLE.......
IS THERE AN EXAMPLE OF A FACILITY NEARBY ?7
THANK yOU FOR THIS OPPORTUNITY TO SUPPORT THIS
PROJECT.
YES I LIKE THEM
SHUFFLEBOARD WOULD BE. GREAT FOR THE SENIOR
CITIZENS. A GAME ROOM IS ESSENTIAL AND SHOULD BB
A DIFFERENT ~OOM THAN THE GYMNASIUM.
IS THIS A PLACE WHERE KIDS CAN GO INSTEAD OF
LOITERING AT THE MALL 11 YOU NEED ONE.
COUNTRYSIDE IS A COMMUNITY AND MANY AGES AND LI~ES
AND DISLIKES--IT WILL E GOOD TO 'HAVE A FACILI~Y TO
ENCOURAGE F~ILY PARTICIPATION AND SOMETHING FOR
ALL AGE GROUPS. THANKS FOR ALL YOU EFFORT 1 1
WOULD DEFINITELY ADD TO COMMUNIT~ WELFARE.
I STRONGLY BELIEVE THAT WE NEED THESE PARKS AND
RECREATIONAL CENTERS IN CLEARWATER.
GO FOR rr 1
GREAT NEED BASED ON COMPREHENSIVE PLAN AND
COMMUNITY BUSINESS DESIRE.
INDOOR SOFTBALL FIELDS--INDOOR VOLLEYBALL AND
BASKETBALL,COURTSMINDOOR SWIMMING POOL, SPA AND
TANNING PLACE, ALL FREE--. .
SOFTBALL FIELDS, B~SKETBALL AND INDOOR SWIMMING
POOL
I THINK'A CENTER IS NECESSARY TO HAVE AND A
MULTI-PURPOSE ONE FOR ALL AGES AND GROUPS.
A COMMUNI~Y SERVICE CENTER IS IN OESPARATE NEED.
CHILDREN AND ADULTS NEED A'PLACE TO SOCIALIZE AND
CONGREGATE. THIS WILL REDUCE VANDALISM AND CRIME
AND LOITERING IN OUR AREA
I WOULD LIKE TO SEE A COMMUNITY POOL WHERE
CHILDREN COULD MEET, SWIM AND PLAY WITH THEIR
FRIENDS.
COUNTRYSIDE DEFINITELY NEEDS A COMMUNITY CENTER !1
MONIEs THAT ARE SPENT FOR REC CTRS ARE WOR~H
PAYING FOR. YOU CAN SEE WHERE THE MONIES ARE
GOING.
PROBABLY WOULD BE LITTLE USED BY ME BUT VERY
IMPORTANT POR YOUNG PEOPLE
1: TH:tNR A COMMUNITY CENTEa IS IMPORTANT TO IMPROVE
THE COMMUNITY FEELING. THIS AREA SHOULD ALL KNOW
EACH OTHER INSTEAD OF JUST LlVING NEXT TO THEM.
I FEEL THAT A COMMUNITY P.EDC. CENTER WOULD HELP
KEEP THE TEENS OFF THE STREET AND OUT OF THE
MALLS.
AS AN I~4EDIATE RESIDENT MY CONCERNS WOULD BE
DIRECTED TOWARDS TRAFFIC NorSE AND UNDESIRABLE
ELEMENTS. THE CONCEPT IS EXCELLENT.
I'M DISAPPOIN~ED THAT NO POOL IS OFFERED AT TH~S
CENTER.
ADD A SWIMMING POOL
WOULD LIKE TO ALSO SEE TENNIS COURTS IN THE AREA
68
71
72
81
82
B4
87
8a
89
92
93
96
97
98
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129 PLEASE PROVIDE Us WITH THE MANY CLASSES-CLUBS AND
PROGRAMS THA~ THE CI~~ CURRENTL~ OFFERS IN OntER
AREAS OF THE CITY
130 THERE IS A NEED FOR A PLACE LOCAL FOR THE
COUNTRYSIDE REsrOENTS TO at ABLE TO GO AND ENJOY
DIFFERENT ACTIVITIES. IT WOULD ALSO BE AN IDEAL
PLACE FOR YOUNG PEOPLE TO MEET ~D HAVE A MONTHLY
DANCE OR MUSIC ACTIVITY.
131 I WOULD PLACE A HIGH PRIORITY ON BASRETBALL COURTS
WHICH ARE LIGHTED AT NIGHT. CENTER SHOULD BE
PRIMARILY USED BY YOUTH ACTIViTIES.
137 PROVIDE FOR ALL AGES AND INTERESTS SO THAT
EVERYONE WILL HAVE FUN !!
138 INDOOR POOL FOR YEAR ROUND USAGE OR POSSIBLY 2
VOLLEYBALL COURTS FOR 2 GAMES. MAYBE WITH
COUNTRYSIDE TEAM.....
139 WANT TENNIS COURTS !
143 KEEP NOISE PRODUCING ACTIVITIES INSIDE (WE LIVE ON
THE LAKE, BASEBALL CREATES QUITE ENOUGH NOISE
THANK YOU !
146 ~ HOPE YOU WILL BUILO----WE NEED IT 1
148 WE NEED A POOL UP HERE LIKE MORNINGSIDE 1
151 YOUTH ACTIVITY TO SUB FOR MALL HANGING.
154 HOPE TO GET STARTED SOON. WE REALLY NEED A
COMMUNITY CENTER, TO MEET OR FRIENDLY PEOPLE..AND
HAVE FUN...
155 A LOCA~ION FOR COMMUNITY GATHERING
157 WE NEED A FACILITY FOR TEENAGERS TO HAVE
OPPORTUNITIES FOR ACTIVITIES AND SOCIALIZATION
THAT IS IN THEIR OWN COMMUNITY. ALL AGE GROUPS
WOULD ENJOY A WELL APPOINTED COMMUNITY CENTER.
160 NEEDED NOW!!
1~4 STRESS, IMPORTANCE OF BOTH YOUNG AND THE ELDERLY
TO HAVE A PLACE TO UTILIZE FACILITY
165 GET STARTED As SOON AS POSSIBLE
170 SABAL SPRINGS ENTRANCE IS TOO BUSY AND DANGEROUS
WALKING. NEED ANOTHER ENTRANCE
172 HURRY uP AND BUILD. WE NEED A RECREATJ:ON CENTER.
173 WOULD USE SUCH A FACILITY FOR MY OWN FAMILY AND
CHILDREN AND GRANDCHILDREN WHEN VISlTING.
174 HOPE You START THIS SOON AS WE NEED IT HERE.
178 LET'S GET STARTED WE NEED A REC.SOON
187 LET US KNOW HOW WE CAN HELP 1
188 GREA~ IDEA -
190 HAVE A HAPPy DAY 1
202 WE NEED THIS FOR OUR KIDS
209 WITH RESTRAUNT FACILITIES CHILDREN CAN SPEND TIME
WITH ALL AROUND NECESSITIES AND ALSO THE CENTER
CAN HAVE A MEANS OF. SUPPORT THRU REVENUES --WHILE
AT THE SAME TIME GIVE JOB PROVISIONS FOR OUR
TEENS.
216 IN FAVOR OF THIS CENTER
220 TaIS AREA IS VERY ACCESSIBLE BEING LOCATED 8E~EEN
PALM HARBOR AND THE MALL WITHOUT GOING ON US 19
222 I FEEL THAT A RECREATION CENTER IS MOSr IMPORTANT
FOR OUR YOUTH AND FOR THE FITNESS OF EVERYONE.
224 I WOULD LIKE TO SEE FITNESS EQUIPMEN~ PUT INTO THE
LONG CENTER. IT's A BEAUTIFUL FACILITY ANO COULD
BE USED MORE FULLY WITH BICYCLESt TREADMILLS,
NAUTILUSES, ETC.
11AR-1S-1993 lS:~7 FROr1 e(T'y' OF CLW. EHGJt~EERlt-1G
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22G, DANCE CLASSES ALL T~PES - COUNTR~ MUSIC BALLET,
JAZZ, ETC. WILL BE GREAT TO HAVE.
227 GOOD IDEA TO SUPPORT COMMUNITY
232 JUNGLE GYM-,FOR-KJ:OS
241 IT WOULD BE VERY BENEFICIAL FOR M~ FAMILY IN YEARS
TO COME TO HAVE A FACILITY SO NEAR BY. I LOOK
FORWARD TO THE SUCCESS OF THIS EFFORT 1
245 WOULD BE WONDERFUL TO HAVE A SWIMMING POOL 1
247 WE NEED A COMMUNITY CENTER THAT OFFERS CLASSES IN
PHYSICAL FITNESS AND ARTS AND CRAFTS FO~ THOSE WHO
CAN'T AFFORD MEMBERSHIPS IN GYMS. DUNEDIN AND
SAFETY HARBOR OFFER C~SSES FOR RESIDENTS ANO WE
AS A COMMUNITY WOULD HAVE TO PAY EXTRA TO TAKE
CLASSES AT THEIR LOCATION. DURING SUMMER OUR
TEENAGERS HAVE VERY FEW OPTIONS, RECREATION OR
PHYSICAL FI'I'TNESS ACTIVITIES WITHIN THE COMMUNITY.
WE HAVE SOFTBALL AND BASEBALL; BUT THERE ARE
YOUNGSTERS WHO ARE NOT INTERESTED IN THAT SPORT
THAT CAN BENEFIT FROM OTHER SPORTS ACTIVITIES.
(EX. VOLLEYBALL, BASKETBALL, ETC.)
249 HAVE A SENIOR CITIZENS PROGRAM WHEREBY INSTRUCTORS
DONATE THEIR TIME; PARTICIPANTS SUPPLY CRAFT OR
OTHER NEEDS~ I TAUGHT OIL PAINTING IN SUCH A
PROGRAM IN HOUSTON, TX. (IT WAS CHURCH-SPONSORED.)
TWENTY-TWO COURSES WERE GIVEN, INCLUDING ARTS,
CRAf'11S, GERMAN, SPANISH, FOUR LEVELS OF COMPUTER .
TRAINING, WOOOCARVING, ETHNIC FOOD PREPARA'r:tON,
OIL PAINTING, GUITAR, ETC.. IT WAS A SUCCESSFUL
PROGRAM AND WELL ATTENDED. THE TOTAL COST TO
PARTICIPANTS WAS $:3. EVERY 6 WE:EI<S PLUS THEIR
SUPPLIES.
251 REALLY HOPE WE GET A RECREATION CENTER! 1
.257 I LIVE ON THE SOUTH SIDE OF 580 AND CROSSING 580
IS TOO DANGEROlJS FOR MY 9 YEAR OLD.
I WOULD LIKE TO SEE A DRAMA CLUB, ARTS AND .CRAFTS
CLASSES AND DANCE CLASSES FOR OUR YOUNG PEOPLE
(TEACH THEM SOME BALLROOM DANCING MIXED WITH THEIR
CURRENT DANCE) .
258 WHAT A FINE IDEA! LONG OVERDUE.
260 IT WOULD BE GREAT TO HAVE A RECREEATION CENTER SO
CLOS~. WE HAVE ENJOYED THE LONG CENTER ~D MANY
OF THE PROGRAMS OFFERED THERE BUT IT IS SOMETIMES
DIFFICULT TO MAKE THE EX~RA TIME TO DRIVE OVER.
WE WOULD BE APT TO JOIN MORE PROGRAMS AT THE
COUNTRYSIDE RECREATION CENTER SIMPLY BECAUSSE WE
COULD WALK THERE. :r "WOULD LOVE TO SEE A POOL AS I
ENJOY THE AQUA AEROBIC CLASSES--AND I~ WOULD BE
WONDERFUL TO BE ABLE TO TAKE A OIP LESS THAN FIVE
MINUTES AFTER LEAVING HOME. IT'S PRETTY HARD TO
MOTIVATE YOURSELF TO DRIVE 30 MINUTES IN AUGUST TO
GO SWIMMING. WE DON'T ALL HAVE A POOL IN THIS
NEIGHBORHOOD. THANKS 11!
261 I THINR THIS PLACE WILL BE WOPERFUL 11!!!!!1!
ADDENDUM V
P,09
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COUNTRYSIDE RECREATION CENTER
FACILITY/OPERATIONAL PROFILE
PURPOSE: This proposed facility would service the North
Clearwater community by providing indoor recreational
opportunities as directed by a professional staff dedicated to
providing a wide range of recr~ation programs and services to
satisfy a broad scope of interests.
LOCATION: countryside community Park, 2640 Saba! Springs Drive
1)
DESIGN/CONSTRUCTION OBJECTIVES:
2)
3 ).
4)
5)
6)
7)
8)
9)
10)
To incorporate dedicated space to service specific
populations and interests yet to allow for functional
flexibility.
To incorporate revenue generation elements to help
def~ay operational costs.
To minimize operational and maintenance costs by making
use of natural light, durable and effective building
materials, cost effective equipment, efficient and
. effective design.
To create a warm and welcome environment.
To be environmentally sensitive and energy efficient.
To provide a facility that functions as desired by
owners and users.
To maximize use of available space.
To satisfy all site development, parking, accessibility
(ADA), and security needs.
To create an aesthetically pleasing facility.
To provide a.completed facility within the pro~ect
budget,
FUNDING SOURCES: Penny for Pinellas, Infrastructure'Tax Program
FUNDING AMOUNTS: Fiscal Year 92/93 == $ 919,086.00
Fiscal Year 93/94 ~ $ 280,914.00
TOTAL ==$1,200,000.00
,. .f
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COUNTRYSIDE COMMUNITY RECREATION CENTER
Fa~i1itycomponents and Estimated Costs
Furnishings and Equipment
contingency at 10%
Locker Rooms
Conference Room
Kids Fitness Room ,
stage (Off Gymnasium)
Vending/concession Area
Space - Multipl~ Court Gym
Square Feet x $75 = Cost
7,000
1,000
400
$525,000
$ 75,000
$ 30,000
$ 75,000
$ 67,500
$'67,500
$ 90,000
$ 22,500
$ 15,000
$ 22,500
" comDonBnts:
1. Multi Purpose Gymnasium
2. Game Room (Teens)
3. Fitness Equipment Room
4. Multi~Use Meeting Room
(Divider for 2 Rooms)'
5. Arts & crafts Room
6. Aerobics/Dance Room
(25-person capacity)
'!:T. Loclter Roomo
8. Conference Room
9. Catering Kitchen
10.Lobby/Lounge
Essentials:
1,000
900
900
~,200
300
200
300
'$ 7 f 500
$ 22,500
$ 48,750
$143,475
.$ 98.975
Sq. Ft. x $75) ,
$1,198;700
, 1.' Control station 100
2. staff' Offices
(2 Offices/l staff Room) 300
3. Restrooms 650
4. storage/Mech./Circulation 1,913
(15% of 12,750[above space])
5. Architect and Engineering Fees at 9%
(9% Of ~1,099,725 = $98,975) ,
6. site Development & Parking - (Included in
.Total Project Estimated Cost (14,G63sq.ft.)
option9/consideratio~s:
" :.
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(need a list)
$? /Donations? "
$118,836
$ 90,000
$ 22,500
, $. 60,000
$ 30,000
$ 11,250
.,$135,000
:/
.\
1,200
,300
800
400
150
.1;800
i'
,
, .
, I
, I
6.02 new)
$ 68,459
$ 32,476
$ 15,757
COUNTRYSIDE COMMUNITY RECREATION CENTER
Eatimated operating costs and Revenues
EXDense Cateqory.
Annual EXDenS09
Personnel (7.02 FTE, 1 of which exists ~
Full Time Salaries
Part. Time Salaries
Seasonal
Building Operations
utility charges Power (14,663 x $2)
city Gas/water/Sanitation (14,663 x $1.20)
Building Maintenance (14,663 x $1.50)
Telephone ($60 x 12Months) .
Contractor Services (Alarm system)
Program Operations
'professional Services (OJ Dances 6x$150)
Supplies & Materials (Center & Camps)
Document Reproduction
Equipment Service $ Repair
Employee Auto Allowance
,TOTAL
$ 29,326
$'17,596
$ 21,995
$ 720
$ 1,000
$ 900
$ 12,000
$ 750
$ 500
S 1. 000
$202,-479
-------------------------------------------------~---------------
. .
Revenue Sources
Annual "Revenues
Sports Camps
Basketball (Contractor Led)
Volleyball (contractor Led)
Youth Fitness (200 x $30)
Day Camps (Holiday 100x$50,Summer 400x$90)
Adult Fitness (contractor Led)
Arts & Crafts (contractor Led)
Performing Arts (Contractor Led)
Tumbling/Gymnastics (Contractor Led)
Sports Leagues & Tournaments (Youth/Teen)
Basketball (200 x $20) ,
Volleyball (200 x $20), (Adult 18x$150)
Indoor Hockey (200 x $20)
Pre-school programs (60x$15) & (75x$25)
Sr. Programs
Bridge, Dance, Fitness (contractor Led)
Room Rentals (20 x $200) ~ (36 x $40)
Fitness Room.Club.(100 at $10.Month}
Teen Dances (600 x $3).
. Concessions
TOTAL
Estimated ~nnual subsidy Cost
$ 1,000
$ 1,000
$ 6,000
$ 41,000
$ 2,000
$ 1,500
$ 4,000
$ 2,000
$ 4,000
$ 6,700
$ .4,000 .
$ 2,775
$ 4,000
$ 5,440
$ 12,000
$ 1,800
S 1.000
$100,215
$102,264
1'1HF-1.2.-~=;: ::::~ =:::1:;1 _61.:F :l...~H =:'~':;::IEE:=ltll:, -;CI
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TOr
FROM:
COPIES:
DATE:
SUBJECT:
DAVID BELSON
Larry Dowd
Ream Wilson
March 18, 1993
aOtlNTRYSIDB COMMON TY CEN'1'ER
For your information....our planning' Development Department.
informs me that we consider the countryside area of Clearwater to
havG a population of approximately lS,OOO; as you are awa~a,
there 19 great diversity among this group, ranqinq from SQnior
adults to families wi~h infants.
coun~ry8i4e Biqh School is located within this area, and
currently utilizes our athletic facilities there to accommodate
some of their teams and programs.
We also have three very active co-sponsored youth programs in the
countryside area, which are as follows:
* coun~ryside Li~~18 Leaquo - this program operates out of'
CQuntryside communi~y park, and also utilizes the baseball
fiQld at the High SchoOl and other city facilities; this
prcqram has approximately 700,boys and girlS, and uti1izes
approximatel~ 350 adult. volunteers. The proqram also
sponsors a w~nter league with approximately 300 boys and
girlS and 7S adult volunteers.
* countryside Jr. Couqars - this program practices and plays
games at the Countryside Sports Complex; the program has
approxi~ately 550 football players and cheerleaders, and
approximately 175 adult volunteers.
* countryside Youth soccor Associa~ioD - this program
utilizes the countryside sports complex, practice fields
at Countryside High School and woodgate Park, and other
cit.y facilities; the program has approximatelY 1,050
participants and 250 adult volunteers.
please notify me if I can provide any additional informa~ion.
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FINAL AGENDA - CLEARWATER CITY COMMISSION MEETING. April 15, 1993 (6:00 P.M.)
Welcome. We are glad to have'you join us. If you wish to speak please wait to be recognized, then
state your lli!.!!)j!, and address, Persons speaking before the City Commission on other than Public
Hearing items shall be limited to 3 minutes. No person shall speak more than once on the same
subject unless granted permission by the City Commission.
1 . Pledge of Allegiance
2. Invocation
3. Service Awards
4. Introductions and Awards
5. Presentations
6. Minutes of Regular Meeting April 1, 1993
and Special Meeting February 9, 1993
7. Citizens to be heard re items not on the
Agenda
Not Before 6:00 P.M. - Scheduled Public Hearings
(1) Presentation of issues by City staft,
(2) Statement of case by applicant or
representative (5 minutes).
(3) Statement of case by opposition (5
minutes) ,
(4) Commission questions.
(5) Comments in support" and in opposition: (a)
. individual (3 minutes); (b) spokesperson for
groups (1 0 minutes).
(6) Commission questions.
(7) Rebuttal by opposition (5 minutes).
(8) Final rebuttal by applicant or representative
(5 minutes).
PUBLIC HEARINGS
8. Public Hearing & First Reading Ords.
#5358-93, #5359-93 & #5360-93 -
Annexation, land Use Plan Amendment to
Low Density Residential and RS-8 Zoning
for property located at 1943 Old Coachman
Rd., Sunset Point Estates, Blk A, Lot 8,
approx. 0.13 acre (Cissell A92~16, LUP92-
27)(PLD)
9. Res. #93-27 - to the Florida Legislature
requesting the revocation of the Charter of
the Clearwater Downtown Development
Board and the dissolution of said board (Not
an advertised public hearing)
10. Public Hearing - declare Sun Bank Building
property surplus for purpose of selling (CM)
4/15/93
11 . Public Hearing - input re: opening Dunedin
Pass (CDI)
1 2. Public Hearing approving Development
Agreement for property located at 2495
Gulf-to-Bay Blvd., Sec. 18-29-16, M&B
42.01, 42,02, 42.08 & 42.09 (Murray
Sarin and Sarin Realty Corp~){PLD)
.13. Public Hearing & Res. #93-22 re: Vacating
15' utility easement Iyhlg W of Belcher Rd.,
and N of Monclair Rd., Sec. 6-29-16, M&B
22,03 (Colen V93-01 )(PW)
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Public Hearing - Second Reading Ordinances
1 4. Ord. #5348.93 . Vacating all rights-of-way
& Easements lying within the area bounded
by Cleveland St. on the N, Missouri AVe. on
the E, Madison Ave. on the Wand the S
boundary being a line 1 50' N of Gould St.
(City/East End V93-02) .
15, (Cant. from 4/1/93) Ord. #5349-93 - Land
Use Plan Amendment to Public/Semi-Public
for property located at 2965 C.R,193, part
of Sec. 5-29-16, M&B 41.06 & 41.08,
approx. 7.47 ac.(Oak Leaf Ltd. LUP93-01)
16, (Cont. from 4/1/93) Ord. #5350-93 - P/SP
Zoning for property located at 2965
C.R.193, part of Sec. 5-29-16, M&B 41.06
&,41.08, approx. 7.47 ac.(Oak Leaf Ltd.
293-01)
17, Ord. #5353-93 - amending Sec. 22,82 to
provide that a Special Event Permit
Application may be filed 1 2 months, rather
than 90 days, before the date of the event
1S. (Cont. from 4/1/93) Ord. #5354.93 -
Amending Sees. 36.114, 36.118, 36.121
& 36.125 re: development agreements .
19. Ord. #5355-93 - authorizing issuance of
Water and Sewer Revenue Bonds, not to
exceed $ 5 7 ,000 ,000 for the sole purpose
of refunding the City's currently
outstanding Water and Sewer. Revenue
Bonds, series 1985A and 1988B
19a Res. #93-26 - authorizing the negotiated
sale of the City of Clearwater Water and
Sewer Refunding Revenue. Bonds, Series
1993; awarding the sale thereof to Smith
Barney, Harris Upham & Co., Inc. (not an
advertised public hearing)
CITY MANAGER REPORTS
CONSENT AGENDA (Items #20-32)
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.
Agreements
20, Lease Agreement with Pinellas County
School Board for portion of Curtis
Fundamental Clearwater Comprehensive
Scrool Complex, located on the E side of
Holt Ave., for the period 5/1/93-4/30/94
(AS)
21. Sub~Lease Agreement with Religious
Community Service for Holt Avenue School
Board Property for the period 5/1/93~
4/30/94 (AS)
4/15/93
Bids & Contracts
22. Extension of contract for purchase of
envelopes to Tampa Envelope
Manufacturing, Tampa, FL, for the period
5/14/93-5/13/94, at an est. $15,000 (AS)
23, Extension of.contract for purchase of misc.
office supplies to Tampa Office Supplies,
Tampa. FL, for the period 5/22/93-5/21/94,
at a standard discount of 55% from catalog
list price at an est. $80,000 (AS)
24, Purchase of 2, 3 & 4 cubic yard aluminum
front-end loading refuse containers from
Boone Welding, Inc., Gainesville, FL, for the
period 4/15/93-4/14/94, for an est. total of
$40.000 (PW)
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Bids & Contracts Cont.
. Receipt & Referral
25. Purchase of a 1-year warranty extension 29. IL Zoning for property located at 508-602
service maintenance contract for the Water N. Garden Ave., Nicholson & Sloan's
Pollution Control Division from Perkin-Elmer Addition, Lots 7-9 and Bidwells Oakwood .
Corp., Lake Mary, FL, for $12,723.08 (PW) Addition, Lot 29 & 30, approx. 1.12 acres
26. Emergency Contract for 16t1 Force Main (Bilgutay Z93-04HPLD) ,
Repair on S. Clearwater Beach to Rowland, 30, CG Zoning for property located at 1505 S.
Inc., Pinellas Park, FL, for $43,825.68 (PW) Ft. Harrison Ave., part of Sec. 21-29-15,
27. Water Main Replacement Contract - Phases M&B 44.07, approx. 2.42 acres (Stout
9 & 10 to Suncoast Excavating, Inc., Investments Inc. Z93-05)(PLD)
Ozona, FL, for $528,995 (PW) . 31. Land Use Plan Amendment to Commercial
28. Contract for Poinsettia Ave. and Papaya St, General and CN Zoning for property located
Storm Improvements and the Lincoln Ave. at 801, 803 & 805 Turner St., Magnolia
Storm Improvements to Steve's Excavating Park Sub., Blk 22, part of Lots 1 & 2 and
& Paving, Inc., Dunedin, FL, for $124,678 Lot 3, approx. 0.53 acres (Newport Oil
(PW) Corp. LUP93-11 , Z93-06HPLD)
32. Annexation, Land Use Plan Amendment to
Low Density Residential and RS-6 Zoning ,
for property located at 2365 & 2371 Dora
Dr., Rolling Heights, Lots 10 & 11, approx.
0.48 acres (Barmore/Bruynell A93-07,
LUP93-09HPLD)
OTHER ITEMS ON CITY MANAGER REPORT
33. Contract for reconstruction of Big Pier 60 to 36. Appointment of Vice-Mayor (CLK)
The Hardaway Co., Tampa, FL, for 37. Appointment of Commission members for
$1,996,268 (PW) regional and miscellaneous boards (eLK)
34. Presentation re: Jolly Trolley System (CDI)
35. Res. #93-24 - authorizing Joint Participation 38. Other Pending Matters
Agreement with FOOT re: construction of
the Clearwater Pass Bridge (PW)
CITY ATTORNEY REPORTS
Resolutions
39. Res. #93-2.0 - Approving easement to DOT 41, Res. #93-23 - Lot clearing
for S.R.580 project
40. Res. #93-21 - Requesting county to abate
taxes
Other City Attorney Items
42. Ord. #5386:-93 - amending Article IV of
City Charter, creating Sec. 4.06 to establish
a department to be known as the General
Accounting Office; providing for a special
election to be held 11/2/93 to submit this
proposed charter amendment to the voters
44. City Manager Verbal Reports
45. Other Commission Action
46. Adjournment
43. Receipt & Referral of proposed ordinances
relating to the sign code
4/15/93
3
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Mayor Garvey
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Sally Thoma's, ,Agenda Clerk
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SUBJECT:
Invocation
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Cynthia Goudeau', City Clerk
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April' 15, 1993
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Tonight's invocation will be given by the Chaplin of; the City's. Polic's Department
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CLEARWATER CITV COMMISSION
Agenda Cover Memorandum
Item # 4;13193
Meeting DaIO:
SERVICE AWARDS
Recommendation/Motion:
The following cmployecs be presented with service awards for their length of service in the
employment of the City of Clearwater.
o and thatlhe appropriale officials be aulhorized 10 execute same,
r~~~~OUND:
Larry K. Roberts
William J. New
William J. Phillips
Antonia Babski
Gary W. Johnson
Michael Stambaugh
Timothy D. Hnnnns
Dcborah S. Lutz
Public Works/Public Service
Public Works/WPC
Planning & Developmcnt
Human Relations
Parks, & Recreation
Public Works/Public . Service
Public Works/Public Service
DOAS/CIS
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10 Years:
Carol Marshall
Raymond M. Taylor
Glen L. Bahniek, Jr.
Kevin E. Tucker
Richard A. Niemiller
Stephen F. Revello
Police
Police
Public Works/Engineering
Public Works/Public Service
'Public Works/Water
Parks & Recreation
15 Yea($:
Joseph J. Stonelnke
Joseph L. Areceo
Marine
Public Works/Water
20 Years:
Michael Q, McGowan
SherTie L. Nicodemus
William H. Zellner
Jimmic Waters
Jcnnie A. Keegan
Police
Public Works/Transportation
Public Works/Solid Waste
General Scrvices/Fleet Maintenance
DOAS/Finance
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25 Years:
Jean M. Strand lie
DOASIUCS
35 Years:
Malcolm Blankenship
Public Works/Water
Tolal
Commission Action:
'0 Approved'
f.J Approved w/condillons
I] Denied
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Reviewed by:
Legal
Budget
Purchasing
Risk Mgmt.
DIS
ACM
Other
Originating Dept.:
Human Resources
Costs:
User Dept.:
Current FY
Funding Source:
[J Capt. Imp.
U Operating
[] Other
Attachments:
Submitted by:
Advertised:
Dale:
Paper:
o Not requirod
Alleetad partlos
o Notified
o Not required
Appropriation Coda:
o None
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Mayor R.ita G~rvey,
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COPlES:
Betly J. Blunt, Confidential Clerk Receptionisf
City. Commissioners, Michael Wright, Cyndie Goudeau.
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SUBJECT:
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~resentations at the April 15, 1993 City COl1-tmission Meeting
April 15, 1993
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The, following presentations will be made at'the April 15, 1993 City Commission meeting.
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, SERVICE PINS
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Joseph Stonelake, ,Marine (letter & plaque)
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William .Zellner, Public WorksiSolid Waste (letter & watch) ,
,Jimmie Waters, General Services/Fleet Maititena.i1ce '(letter & watch)
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PROCLAMA TIONS
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NATIONAL VOLUNTEER WEEK - Pamela Kinnaman, Lisa Signorelli
SAFETY AWARENESS' WEEK - Milt Cason .
SECRETA~ DAY - Ginger Caffee, Shelia Osorio
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Agenda No.
. M EM 0 RA N 0 U M TO: Meeting Date: 4/15/93
The City Com mission of the City of Cle'arwater
S U BJ EeT: City Commission Ninutes of
RECOM MENDAT10N:
Special Meeting 2/9/93
Regular Neeting 4/1/93
Approve minutes as submitted by the City Clerk
[J And that the appropriate officials be authorized to execute some.
8ACKGROU NO: .
Subject minutes were submitted to the Commission with regular daily mail.
Commission Disposition:
1. Approved as Recommended/Revised/Conditional
2. Continued to
Follow-up Action:
dat,
Submitted by:
Advertised:
City Manager
Date:
Poper:
Cl Affected
Parties
, Notl fi e d
of Meeting
Costs: CJAttachments: .
Funding Source:
o Capitol Improve-
ment 8udQet
[J Operating 8udQet
o Other
00 te aSequentlo I
. Reference
[J Not Required CJ Not Required
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Appropriation Code
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POST OFFICE BOX 474.0
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DE~ARTMENT OF PLANNING AND DEVELOPMENT
Telephone: (813) 462-6550
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April 12~ 1993
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~Mr. Bob:Hunt, Assistant Office kanager.
Federal Aviation Administration,
9677 Tradeport Dr., Suite 100
. Orlando, Florida 32827
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Dear Mr. Hunt:
I have been advised of a' public concern r'egarCling planes f ly.tng
dangerously low over Clearwater Beach. Further, there exists a
concern regarding the safety aspects of . banner-toting over. beach
neighborhoods.
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It is my understanding, that a beach resident, Mr. Angel 'Delgado,
'called your office' and spoke with Hr. Bob Link about these
problems'., Mr. Link reconunended to Mr. Delgado that a .City official
write 'to you to register.these'6oncer~s. Mr., Link further stated
that wi1:h such' a. letter, your, office would initiate an
investigation.
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We ~ould appreciate your agency's attention to these concerns.
Sincerely,
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SUBJECT:
Petition for Annexation, Future Land Use Plan Amendment, and Zoning Atlas Amendment for 1943 Old
Coachman Road; Owner: Joseph C. & Mae Cissell; Approx. 0.13 ac. (A 92-16 & LUP 92-27)
Clearwater City commission
Agenda Cover Memorandum
PUBLIC
l1!AklNti
Item II
Meeting Date:
04/15/93
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RECOMMENDA TION/MOTION:
Approve Petition for Annexation, Future Land Use Plan Amendment to Low Density Residential, and
Zoning Atlas Amendment to Single Family Residential "Eight" (AS-8) for Lot 8, Block A Sunset Point
Estates and pass Ordinances No. 5358-93, 5359-93 and 5360-93 on first reading. .
[] and that the appropriate officials be authorized to c~ecutc same.
BACKGROUND: '
The applicant wishes to annex to obtain City sewer service. The property is developed as a single family
residence. The properties to the north, east and south are in the County and have a Countywide Future
Land Use Classification of Residential Low, as does the applicant's property. These properties are
developed with single family residences. Old Coachman Road in front of the property, and the property
across the street, Beckett Lake Plaza, are in the City. The Plaza has a zoning of Commercial Planned
Development (CPD) and a Future Land Use Classification of Commercial/Tourist Facilities. It is proposed
to assign a Future Land Use Classification of Low Density Residential and zoning of Single Family
Residential II Eightll (RS-8) to the applicant's property, the same as the other properties in the subdivision
which are in the City.
The Planning and Zoning Board will hold a public hearing on this application on April 13, 1993. Staff
will provide the City Commission the recommendation/comments of the Board at this meeting.
As the existing County Future Land Use classification of Residential Low (5.0 u.p.a. max.) has a lower
maximum density than the proposed City classification of Low Density Residential (8.0 u.p.a. max.), the
proposed Land Use classification will be subject to review of the Pinellas Planning Council.
Rovl.wad by:
Legnl
Budget
purchns ing
Risk Mgmt.
CIS
ACH
Other
N/A
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N/A
N/A
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Orlglnatinll Dopt: -~M, 0
PLANNING & ~L~IIE\T \
Colts:
$ NIA
Total
C . I A I . O(i ~. I
ommlll on ct on. (J Cl ~S.c! 0
;:a:::.... Approved ' I S +
o ApP,'oved w/condi dons
o Dcni cd
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Ulor Oopt:
$
Current Fiscnl Yr.
Advorrilod:
Dnte: 3/30/93 & 4/08/93
Paper: TAMPA TRIBUNE
o Not Requi I'ed
Allotted Parlin
C!] Notified
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Fundin!!' Source:
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Altachmonll:
ORDINANCES NO. 5358-93, 5359-
93 & 5360-93
LOCATION HAP
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ORDINANCE NO. 5358-93
AN ORDINANCE .OF THE CITY OF CLEARWATER, FLORIDA,
ANNEXING CERTAIN REAL PROPERTY LOCATED ON THE EAST SIDE
OF OLD COACHMAN ROAD, APPROXIMATELY 700 FEET NORTH OF
SUNSET POINT ROAD, CONSISTING OF LOT 8, BLOCK A, SUNSET
POINT ESTATES, WHOSE POST OFFICE ADDRESS IS 1943 OLD
COACHMAN ROAD, INTO THE CORPORATE LIMITS OF THE CITY,
AND REDEFINING THE BOUNDARY LINES OF THE CITY TO INCLUDE
SAID ADDITIONj PROVIDING AN EFFECTIVE DATE. '
WHEREAS, the owner of the real property described herein<and depicted on
the map attached heretd as Exhibit A has petitioned the City of Clearwater to
annex the property into the City pursuant to Section 171.044, Florida Statutes,
and the City has complied with all applicable requirements of' Florida ,law in
'connection with this ordinancej now, therefore,
BE IT ORDAINED BY TUE CITY COMMISSION OF THE CITY OF
" CLEARWA TER, FLOR I DA:
Section 1. The following-described property is hereby annexed into the
City of Clearwater and the boundary lines of the City are redefined accordingly:
Lot 8, Block A, Sunset Point Estates, according to the map or plat
thereof as recorded in Plat Book 39, Page 67, of the public records,
of Pinellas County, Florida. (A92-16)
. Section 2. The City Commission does hereby certify that this ordinance is
consistent with the City's Comp'rehensive Plan. The City Commission hereby
accepts the dedication of all easements,' parks, rights~of-way and other'
dedications to the public which have heretofore been made by plat, deed or user
within the annexed property. The City Engineer, the City Clerk and the Planning
and Development Director are directed to include and show the property described
herein upon the official maps and records of the City.
Section 3. This ordinance shall take effect immediately upon adoption.
The City Clerk shall file certified copies of this ordinance, including the map
attached hereto, wi th the Clerk of the Circu it Court and with the County
Administrator of Pinellas County, Florida, within 7 days after adoption, and
shall file a certified copy with the Florida Department of State within 30 days
after adoption.
PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING AND ADOPTED
Rita Garvey
Mayor-Commissioner
Approved as to form and correctness: '
.~
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M. A. Ga 1 bra 1 t 1, r.,
City Attorney
Attest:
Cynthia E. Goudeau
Ci:ty Clerk
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APPLlCAUT
PROPOSED ANNEXATION
LAND USE PLAN AMENDMENT and ZONING
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pnOPEnTY DESCnlPTIOH
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F nOM U 1-1 C LAS S I F \ E D
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CITY COMMISSION
9E.CTlOtl 06
TOWUSIIII' 29 s
----....-
B ':. B U os I t,J c S S
"AtlOE 16 E
ATLAS PAGE
'2541\
.9lnglo F'Wllly
EXIIlIH'l' ^
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ORDINANCE NO. 5359-93
AN ORDINANCE OF TUE CITY OF CLEARHATER, FLORIDA;
AMENDING TUE FUTURE LAND USE PLAN ELEMENT OF THE,
COMPREHENSIVE PLAN OF HIE CITY, TO CHANGE THE LAND USE
DESIGNATION FOR CERTAIN REAL PROPERTY LOCATED ON THE
EAST SIDE OF OLD COACHMAN ROAD, APPROXIMATELY 700 FEET
NORTH OF SUNSET POINT ROAD, CONSISTING OF LOT 8, BLOCK
A, SUNSET POINT ESTATES, HHOSE POST OFFICE ADDRESS IS
.1943 Ol.D COACHMAN ROAD, FROM UNCLASSIFIED TO LOH DENSITY
RESIDENTIAL; PROVIDING AN EFFECTIVE DATE.
WHEREAS, the amendment to the future land use plan element 'of the
comprehensive plan of the City as set forth in this ordinance is found to be
reasonable, proper and appropriate, and in compliance with Florida lawi.,now,
therefore,
BE IT ORDA I NED BY TilE C!TY COMMI SS ION OF THE C!TY OF
CLEARWATER, FLORIDA:
, Section 1. The future land use plari element of the Com~rehensive Plan of
the City of Clearwater is amended by changing the land use category for the
hereinafter described property as follows: '
Property
Lot 8, Block A, Sunset Point Estates,
according to the map or plat thereof.
as recorded in Plat Book 39, Page 67,
of 'the,public records of Pinellas
County, Florida. (LUP 92-27)
Land Use CateQory
From: Unclassified
To: Low Density Residential
Section 2. The City Commission does hereby certify that this ordinance is
consistent with the City's Comprehensive Plan.
, Section 3. This ordinance shall take effect immediately upon adoption,
contingent upon and subject to the adoption of Ordinance No. 5358-93, and subject
to the approval of the land use designation by the Pinellas County Board of
County, Commissioners. The Director of Planning and Development is authorized to
transmit to the Pinellas County Planning Council an application to amend the
Countywide Plan in order to achieve consistency with the Future Land Use Plan.
Element of the City's Comprehensive Plan, as amended by this ordinance.
'"
PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING AND ADOPTED
.. .
, "
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,
Rita Garvey
Mayor-Commissioner
. Approved as to form and corl~ec tness:
~~
City At torney .
Attcs t:
Cynthia E. Goudeau
City Clerk
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PROPOSED ANNEXATION
LAND USE PLAN AMENDMENT and ZONING
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ClSSELk,
pnOPEnTY DESClllPTIOtl
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I1IGIIT OF WAY
f{,~ 9
ACRES
J'l. A fUll tI G n n d Z 0 U It, a no ^ no
CITY COMMISSION
S!!.CTlOIl
06
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ATLAS PAGE "254 A
B ':. B U '5 I t.) E'~-; <;
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ORDINANCE NO. 5360-93
AN ORDINANCE OF rUE CITY OF CLEARWATER, FLORIDA,
AMENDING TUE ZONING ATLAS OF TUE CITY BY ZONING CERTAIN
REAL PROPERTY LOCATED ON TIlE EAST SIDE OF OLD COACHMAN
ROAD. APPROXIMATELY 700 FEET NORTU OF SUNSET POINT ROAD,
CONSISTING OF LOT 8, BLOCK A, SUNSET POINT ESTATES,
WHOSE POST OFFICE ADDRESS IS 1943 OLD COACHMAN ROAD, AS
DESCRIBED MORE PARTICULARLY IlEREIN, UPON ANNEXATION INTO
THE CITY OF CLEARWATER, AS SINGLE FAMILY RESIDENTIAL
IIEIGHP DISTRICT (RS-8) i PROVIDING AN EFFECTIVE O.ATE.
WHEREAS, the assignment of a zoning distiict classification as set forth
in this ordinance is found to be reasonable, proper and appropriate, and in
compliance with Florida law; now, therefore,
BE IT ORDA I NED BY TIlE C!TY COMM I SS ION OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. The following described property located in Pinellas County,
Florida, is hereby zoned as indicated upon annexation into the City of
Clearwater,' and the zoning atlas of the City is amended,' as follows:
Property
Lot 81 Block A, Sunset Point Estates,
according to the map or plat thereof
as recorded in Plat Book 39, Page 67,
of the public records of Pinellas
County, Florida. (A92-16)
Zonina District
RS~8 - Single Family IIEight"
Residential
Section 2. The City Commission does hereby certify that this ordinance is
consistent with the City.s comprehensive plan.
Section 3. The Planning and Development Director is directed to revise the
zoning atlas of the City in accordance with the foregoing amendment.
. Section 4. This ordinance shall take effect immediately upon adoptionl
contingent upon and subject to the adoption of Ordinance No. 5358-93, and subject
to approval of the land use category set forth in Ordinance No. 5359-93, by the
Pinellas County Board of County Commissioners.
PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING AND ADOPTED
R ita Garvey,
Mayor-Commissioner
Approved as to form and correctness:
~~
City Attorney
Attest:
Cynthia E. Goudeau
City Clerk
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OWNER
APP 1.1 CAUT
PROPOSED ANNEXATION
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CITY COMMISSION
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M E M 0 RAN 0 U M
TO:
FROM:
RE: '
DATE: .
The Honora~le Mayor and Members of the City Commission
M. A.' Galbrait~, Jr., City Attorney ~
Downtown Development Board
Apri 1 13, 1992
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As a follow-up to yesterday's work session,' enclosed is a proposed resolution to
the Florida Legislature requesting the dissolution of the Downtown Development
Board by sped a 1 act. ',' '.'
The 'Legislature requires publication of a special act' at ,least 'onc;e ,30 days
before introduction in the Florida Legislature. Section 11.02, Florid~ Statutes.
Protocol requires that the countyls legislative delegation hear ,the bill and
concur with it before it will be given serious conside~ation in Tallahas$~e.
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Enclosure
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Copies:
Michael Wright, City Manager
Cynthia Goudeau, City Clerk
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RECEIVE'n
,APR 1 3 1993
C'TY CLERK'
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RESOLUTION NO.
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA, TO THE FLORIDA LEGISLATURE,
REQUESTING THE REVOCATION OF THE CHARTER OF' THE
CLEARWATER DOWNTOWN DEVELOPMENT BOARD,' AND THE
. DISSOLUTION OF SAID BOARD; PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Clearwater Downtown Development Board was established pursuant
to Chapter 70-635, Laws of Florida, as subsequently amended, which was converted
,to an ordinance of the City by Chapter 77-637. Laws of Florida; and
WHEREAS, the Clearwater Downtown Development Board is a special district
as defined by Chapter 189, Florida Statutes; and
WHEREAS, Section 189:4043, Florida Statutes, created by general law in
1989, states that the charter of an existing special district may be revoked'and
the special district may be dissolved by a speci~l act of the legislatu~e, or by
a resolution of the governing body of the special district; and
WHEREAS, the City Co~nission finds it appropriate and desirable to revoke
the charter of, and to dissolve, the Clearwater Downtown Development Board; now,
therefore,
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BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA:
','
Section 1. The City Commission of the City of Clearwater, Florida, does
hereby request the Florida Legislature to revoke the charter of the Clearwater
Downtown Development Board, and to dissolve said board, by special act pursuant
to Section 189.4043, Florida Statutes.
Section 2. Consistent with Chapter 70-635, Laws of Florida, and with
Section 189.4045, Florida Statutes, the City Commission further requests that the
special act dissolving the Board provide that:
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(1.)
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Upon the effective date of the dissolution, ~1l property of the Board
sha 11 forthwith become the property of the City of Cl earwater, subject to the
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outstanding obligations of the Board incurred'in confor~itY,with the' provisions
of the l~gislation creatin~ the Board.
(2) The City shall use such property to the maximum' extent practicable "
for effectuating the pur~oses of the Board, and shall succeed to and exercise
on ly such powers of the Board as sha 11 be necessary to meet outstanding
obl igations of the 'Board' and effect an orderly cessation of its powers and
functions. Bowever, under no circumstances shall the City directly or indirectly
be obl igated to pledge or use any of its tax monies to accompl ish these
functions.
(3) As used herein, "outstanding obl igations of the Board" shall mean
only those obligations outstanding as of April I, 1993, or incurred pursuant to
agreements in effect as of such date, or incurred subsequent to April I, 1993"
with the express consent of the City Commission of the City of Clearwater.
Section 3. This resolution shall take effect immediately upon adoptlon.
Sedtion 4. The City Cler~ shall, upon adopti6n, distribute copies of this
resolution by mail to the members of the Pinellas County Legislative Delegation.
and to the presiding officers of the Florida Senate and Bouse of Representatives. .
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PASSED AND ADOPTED this.
day of April, 1993.
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Rita Garvey
Mayor-Commissioner
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Attest:
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Cynthia E. Goudeau
City Clerk
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DOWNTOWN
CLEARWATER
ASSOCIA liON
POST OFFICE BOX 1985
CLEARWATER, FL 301017
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Clearwater City COnlmission
City of Clearwater
P.O. Box 4748
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Clearwater, FL 346184748
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Ap~115, 1993
. Dear Commissioners, ,
The purpose of this lettcr is to' officially show support fo~ the continued existence of the Downtown
Development Board of Clearwater.
. It is through the generous financial support of the DowntO\\11 Development Board that the Downtown
Clearwater Association has been able to spearhead or sponsor many successful activities which bring the
much needed exposure and recognition to our downtown core. Examples of this activity include the
monthly Downtown Comes Alive Concert scries, quarterly Crime Watch updatcs, Fun & Sun Parade, the
Ch~stmas Holiday Family Parade. Jazz Holiday Kick Off Party and the Say No To Drugs Festival Red
Ribbon Campaign.
We strongly believe that the promotional. markcting and financial efforts of the Downtown Development
Board have been successful in helping make the dO\\11to\\11 a place of interest and activity. We also belie~e
that the primary foundation of the citizen input that the DO\\11town Development Board reprcsents is
fundamental to the successful rCclevelopment of DO\\11town Clcarwatcr.
Thus, we the Downto\'.'Il Clearwater Association strongly urge that the Downtown Development Board
continue existence for the purpose of the promotional redevelopment of Downtown Clearwater,
S~CCrCIY, ().~
M~nc
President
, DO\VIltO\\ll Clearwater Association
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15 _ 93
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Clearwater City Commission
Agenda Cover Memorandum
, PUBUC:!' CJM \
HEARING
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Meeting Dote:
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SUBJECT: .
Declare the Atrium at Clearwater Square (a.k.a. the Sun Bank Building) surplus City property.
RECOMMENDA TION/MOTION:
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Declare the property commonly referred to as the Atrium at Clearwater Square (a.k.a. the Sun Bank
property) surplus to the City's needs for the purpose of selling the property in accordance with the
City Charter.
[] and that the appropriate officials be authorized to execute same.
BACKGROUND:
The City Commission approved the purchase of the Atrium at a special meeting held on March 26,
1993 and closing occurred March 30, 1993.
At the April 1, 1993 City Commission meeting a motion was approved to sell the property.
Therefore, the property needs to be declared surplus at a public hearing of the Commission. An
appraisal is being obtained to determine the "appraised value" of the building and two floors of an
,enclosed parking garage as the Charter requires it be sold for at least appraised value. Once the
Atrium is declared surplus and the appraisal is received, it will be advertised for sale. It will be sold
in lias is" condition with the exception of the canopy over the walkway from the garage which was
storm damaged and will be repaired.
The City will accept the highest, qualified bid received above appraised value.
A detailed legal description of the property is attached.
Reviewed by:
Legal
Budget
Purchasing
Risk Hgmt.
CIS
ACH
Other
N/A
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Originnting Dcpt:
Economic Develop
Co~ts: S None
Total
_~ission Action:
;tSI." Approved
o Approved w/conditlons
o Denied
o Continued to:
User Dept:
City Hnnllger
$
Current Fiscal Yr.
finding Source:
o ClIpl tal Imp.
o Operating
o Other
Attactunents:
Legal Dcscl'lption of Land
Legal Descrip of Air Space
o None
Advertised:
Date: 0/,/07/93
Paper: Tampn Tribune
o Hot R~qui rl.!d
Affected Part Ie:.
~ Hot If i ed
o ,Not Requ I red
Appropriation Cooc:
Nono
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~ Printed on recycled pnpor
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EXHIBIT "A"
LEGAL DESCRIPTION OF THE LAND
PARCEL III: '
Lots 1, 2, 3 and 4, Block 111311 of GOULD AND EWINGS 1ST AND 2ND
ADDITION TO CLEARWATER - HARBOR, FLORIDA according to a map or
plat thereof recorded in Plat Book 1, Page 52 of the Public
Records of Hillsboraugh County, Florida of which Pinellas County
was formerly. a part, less road right-ai-way, together with that
.portion of said Block 111311 which was formerly an alley, running
East and West through said Block 111311, also vacated rail'road
right-of-way' described as follows: Begin at Southeast corner of
said Lot 2, Block 111311, run thence East, along the Northerly
right-af-way of Park street, 60.18 feet thence Northerly along
the Easterly right-af-way line of said railroad right-of-way also
the West lines of Lots 7, & 8, Block 112011 of said GOULD AND E"HINGS
1ST AND 2ND ADDITION, 229.0 feet more or less to the Southerly
right-of~way line of Cleveland Street; thence West, along the
said right-of-way line; 60.18 feet thence along the Westerly
right-of-way line of said railroad right-aE-way line also the
Easterly line of Lots 2 and 3, Slack "13 II, of said GOULD .l\.ND
EWINGS 1ST AND 2ND ADDITION, 228.93 feet more or less to the.
Point of Beginning. . All being in section 16, Township 29 South',
Range 15 East, Pinellas County, Florida.
ALSO DESCRIBED AS:
Beginning at the Southeast corner of Lot 2, Block 13 of said
GOULD AND EWINGS 1ST AND 2ND ADDITION; thence along the Northerly
right-of-way of Park street (Park Avenue - Plat) (A 60 foot
right-of-way), North 89045'53" West, 110.22 feet to the Southwest
corner of Lot 1, Block 13 of'said GOULD AND EWINGS' 1ST AND 2nd
,ADDITION; thence along the Eastern right-of-way of South Garden
Avenue North 0000211611 East 227.94 feet to the apparent southerly
.right-of-way line of Cleveland street as it now exists; thence
South 89050'0111 East 189.03 :eet to t1"le Easterly line of the
vacated S.C.L.R.C. right-of-way; thence South' 04042126" West
2i8.86 feet (229.00 feet, Deed) to 'Che Northerly right-of-way of
Park street (Park Avenue - Plat) (A 60 foae right-of-way); thence
North' 89045'53" West, 60.18 feet to the ?oint of Beginning.
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EXHIBIT "Bn
LEGAL DESCRIPTION OF AIR SPACE
All those volumes of air space situate in the City of Clea~Hater,
pinellas county~ Florida, containing the third and fourth floors
of a parking garage structure and the ramp leading from the
second floor to the third floor thereof, as described in Parcels
I and II as follows:
PA...qCEL I:
Commence at the Northeasterly corner'of Lot 3, Block "6" 'MAGNOLIA
PARK SUBDIVISION as recorded in Plat Book 1, Page 70,'Public
Records of Hillsborough County, Florida of which Pinellas County
was formerly a part, as a point of, reference; thence North ,
89045'53" West, along the Southerly :::-ight-of-way of Park street
, (Park Avenue - Plat) (A 60 foot right-ot-way) ,218.94 feet; thence'
South 00014'07", ~"est, 15.00 feet 'to a point,on the face of a
precast concrete wall, said point being the point of beginning;
thence continue along the face of said wall South 89045'5311 East,
189.21 feet; thence South 00014107" West, 206.42 feet; thence
North 89045'53" West, 94.38 fee't to point 11.;'11 for convenience;
thence North 89045'53" West, 94.83 feet:. to the intersection of
the face of said precast concrete wall and the face of a masonry
wall; thence North 0001410711 2ast, 206.'42 feet to the point of
beginning.
The lowest limits of said air space being the bottom of the
support beams for the third floor of the parking garage- at the
lowest level of said beams, having an elevation of 43.7~ feet.'
The upper limits of said air space being an elevation of 64.21
feet elevations referenced to National'Geodetic vertical Datum of
1929, Mean Sea Level - 0.00.
"{
PARCEL II:
Commence at the aforedescribed point nAil as a ooint of reference;
thence North 00014'0711 East, 184.21 feet to the point of
beginning of a 63.00 foot strip being 31.50 feet on'each side of
the following described line; thence South 00014'07" West 162.0
feet to the point of termination.
The lower limits of said air space being an inclin~d plane along
the bottom of the support beams for the ramp leading from the
second to third floors of the parking garage. The lower point of
which is the point:. of beginning. having an elevation of 35.71 ,
feet; the upper point of which' is the Southerly boundary thereof
having an elevation of 43.71 feet.
The upper limits of said air space being the lower limits of
Parcel No ~ r above,. descr ibed.
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Island Estates Civic Association
P. O. Box 3154
Clearwater, FL 34,630
RECEIVED
APR 1 5 1993
CITY C;LERK DEPT,
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April 12, 1993
Dear Clearwater City Clerk,
The Island Estates Civic Association, being the Clearwater Pass' nearest non-beach neigh-
bor and representing 3,000 residents, has voted unanimously to inform you that we urge the City
to move forward on the re-opening of DWledin Pass. '
Our decision has been made on Ule basis of preservation of the ecology including water
quality and flow. In addition, air pollution from cars detained on the Memorial causeway, traffic
inconvenience and emergency vehicle access were of concern.
It would be unrealistic, as a totally waterfront community, not to also take into consider-
ation that opening the Pass will enhance the sailing, fishing, watersports and recreational boating
that drew us to this area.
We have heard the Mayor say Umt it would cost too much money to maintain the Pass if
opened. On Island Estates, where property taxes are the highest in the city, we do not have City
run ballfields, tennis courts, shuffleboard and bask~tball courts or a City Recreation Center! We
do nothave a park nor are we on fue Pinellas Trail. We have never complained about the 9.2 million
dollars the city spends annually for these amenities, because we believe they are important for the
whole of Clearwater.
And we believe Ule opening of Dunedin Pass is also good for the whole of Clearwater,
budgeting for its maintenance should be as important as budgeting for anything else that
improves the quality of our lives and our City.
sua
Sheila Cole
President, Island Estates Civic Association
cc-Mayor Garvey, Commissioners Fitzgerald, Berfield, Deegan,
Thomas, and Marine Advisory Board
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MEMORANDUM
Date: '
Apr1l1S, 1993
From:
Florio GlolII
780 Harbor Island
Clearwater, Florida 34630
(813) 443-3233
To:
Clearwater City Commission
Subject:
Opening Dunedin Pass
In early January 1986, my wife Arline and I arranged to purchase the house
at 780 Harbor Island. While the sale was In progress, Arline and I would go sit on
the dock at 780 and dream our dreams of our new life In Florida. I remember
looking down Into the water on many occasions and being able to clearly see
the bottom. I would watch the live conch slowly meander by and could see
large sheepshead picking barnacles from the pylons. We admired great blue
herons and snow shoe egrets. Coming from New York I would Joke to my
neighbors that I've only seen wild life like this on the Discovery Channel. Arline
and I even managed to sove a cormorant from a fish hook In his throat by taking
the terrified animal to the Sea Bird Sanctuary. On very special and peaceful
mornings while we had coffee on the Lanai we might see dolphins swim by and
sometimes they would 'play" swimming In lorge circles, seeming to put on a show
just for us.
I have read the reports, I have seen the letters In the newspapers from
citizens living off the waterfront telling me that dredging the pass will do nothing
for the environment. To all of these people I wish to ask these questions. 'Where
do the dolphins play now, where ore the snow shoe egrets, can you find the
conch for me cnd my friend the great blue heron? Where have the sheepshead
gone and why can't I 5ge the bottom any more?1t
I am not doubting that,all of you are convinced you are right, yet I am a
citizen of Clearwater who lives In Island Estates and can no longer seG and enjoy
all of the sea birds and marine lite that shared our canol with us Just a short seven
years ago.
There are probably several nesting sites that may be temporarily disturbed
by dredgIng the pass, but what about all of the environments we arG destroying
on a doily basis by letting the water stagnate In the sound.
Please, let the dolphins return. let the herons come nest, let the cormorant
have his canal back and let me see the bottom once more.
eJ9ase dl~~QJ)J;JMjlhev WCHlUQ come ~om9....
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SJSES-36 (10)
MEMORANDUM 8 April 1993
REF: Areas of objection, reopening Dunedin Pass
1. U.S. Govt. Comments reltardin~ use of E study 1979-1982, etc.
1.1 U.S.D.I. USF & Wlld11fe service
No objection, possible impacts to Barrier I. System
1.2. USCG Dept. of Transportation
No objection, asks to be kept informed
1.3. U.S. Dept of Interior, Secretary of the Interior
Conclu sion: sugges t s tha t Hur rieane Pas s is pr eferable to
opening Dunedin Pass. Unaware that Hypersaline conditions
exist in Estuary. ( They do not, the reverse is true)
Apparently, this agency is completely ignorant as to the
real environment al conditions in Sou thern St. J os eph's
Sound and Clearwater Harbor. The usual hysteria in re:
Turtles, Manatees, Boat traffic, 11 tt oral drift, etc.
By: J ame s H. Lee, Regional Environment al Office r.
1.4 U.S. Envil'onmental Protection Agency
Not opposed, but suggests utility of opening Hurr'lcane
Pass as possibly preferable. Some grass flats concern.
1. 5. USF &. W Service, Jacks onv ille
"Should no t, be any adver se e (feet 5", etc. on species 0 f
special concern. (Not in opposi t ion )
~.6 USF &. W Service, Vero Beach
Long discourse, mainly emphasizing the natural ecology,
bu t If 1 thou t expressing any specific opinion, informa tl ve.
1. 7. USF &. W ServIce, Vera, Beach, May 16, 1979
Another long discourse, some of it erroneous in fact, but
, no t expres sing disapproval, a typical bu r caucra tic Ie tt er.
Usual caution, "could be harmed", etc. re: Manatees.
SUMMARY, U.S.' Govt. Agency Comments: NOT In direct opposition,
generally except for view s above, generally conserva tl ve
in tone and voicing usual weasel words. Indications that
, ce rtain individuals ar e speaking wlthou t specific and
definite knowledge ot area and situation. Almost no
mention of naviga tJon, , bridge openings, etc.
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Florida state AGENCY COMMENTS:
2.1. Office of the Governor, (Graham) 5 Ma rch 19 a 2
Opposed due to suggestion of beach' scouring adJacent' to' pass.
Suggests Hurricane Pass has higher cost-benUit ratio. Also
suggests any dredged sand be placed on adjacent beaches. An
obvious case of being reached politically by someone.
2.2. Bureau of State Lands Management
Suppports Plan D, HUl'ricane Pas s 'Dredging. Suggests that
only Island Estates, Mandalay, Carluel areas would be
benefited by a reopened Dunedin Pass (Sorry, Courtney)
2.3. DNR Beaches &. Shores
No objection to Hurricane Pass. Notes severe erosion to
southern end of Caladesi, urges channel alignment be moved
much furthel' south than use of E proposal in study.
2.4. DNR Bu. Environmental Lands Mgmt. 23 Dec. 1981
Obviously wants the' sand, tlbeach qual1tytt only thank you.
NOT in opposition, but excludes any revetment protection.
Notes Tl'ustees deeds in area, SJSES will check on.
2.5. DER, John Ou tland, 19 Oct. 1981
Very dated, under 'impression that depths are sufficient for
ninety percent of boats using the area. Patently not true
then, and absolutely not now (April 1993) Clearly written
by someone that doesn't know what he is talking abou t
despite the usual blah-blah common to DER.
2.6. 0 ER J 0 s e p h D. Car r 011, 16M a y 1 97 9
MOl'e Blah-blah, obvious weaseling, and usual commentary re:
Seagrasses, Manatees, and Sea turtle species which do not
o.ccur in the area (i.e. CHELONIA MYDAS, the Green Turtle)
Despite the length of. the commentary, the writer is both
ignorant and biased. A typical DER CYA letter. Admits, , ,
however, that d.-edging would be only a short -t erm impact.
Transects dellbera t ely made in only viable gras s area.
2.7. DER 14 April 1980 Lynn GrUeln to Walt Kolb
Vel'Y spacey discourse, couched 1n non-applicable terms and
references, no deUnt! e opinion expressed. Notes Class II
wat~rs and Outstanding Florida Waters, etc. A typical
example of someone talking, tlll'ough their hat.
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2.8.' Fla~ Dept. of State~ 12 Nov. 1980, re: Site
No oppposition, preters Hurricane Pass, opines that no
damage to historical or archival sites would result.
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3. Resolution of Support, City of Clearwater, TBRPC, RCAP.
Clrwtr. Res. 84-61, 83-3, ( Kathleen Kelly, C. LeCher)
Clearwater C of C. Jim Stewart, 17 April 1981 re: action
No commentary from local private interests are contained in
the original Corps of Engineers Study. Since ,31 Jan. 1975,
and the original study reque s t by the Pinellas Board of
County Commissioners, however, much commentary and opinion
has been expressed, both pro and con,'and'a great deal of
private correspondence exchanged. The principal concerns
or obJections expressed are summarized hereinafter:,
4.1. CON
* "Precious Sea Grasses"
* "The Endangered Manatee"
* "Rare and Endangered Birds"
* "Rare and endangek"ed Sea Turtles"
* "Loss of nesting and rookery areaU
* "Adverse environmental impacts" (Turbidity?)
;$; "Will the pass stay open ?
*, "benefits only the privileged few (Boaters)
* "alternate Gulf access availabletJ (Hurricane,' Anclote)
* "Proposed route is private ownership by accretion"
* "Cost of annual maintenance excessive"
4.2. PRO
"
* "Sea Grasses are in bad health, or non-exlstant.
:t Water Quality does not Justify Class II or III status.
* "Outstanding Florida Water" is a poor Joke.
* Birds would benefit by isolation to Caladesi Island.
* Erosion of Caladesi may be mitigated
* Non-bl'ldged channel offers safety and utility
* No Manatee incidents have been reported here, ever.
* ONLY Loggerhead Turtles use these beaches (NOT an
endan~ered spec1es) The Green is Endangered, so
is the Rare Trunk or Leatherback Turtle and the
Kemp's Ridley. The Green Turtle was endangered, but
may soon be classified as threatened. The Green1s
nesting range does not include PinelI'as County.
The HawksbUl's range is similar to the Green's.
:* Nesting and Rookery areas may be protected from,
intrusion and disturbance by being assigned to a
remote end of Caladesl Island. A net gain in area
may be achieved by erosion repair of Caladesl Is.
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PRO ( oontinued )
* "Adverse impact.. is a buzz-word expression. Light
turbidity-causing materials are minor in the area,
( < 10 percent ) and effects of disturbance are minor
arid temporary. Check out Clearwater Pass if you oppose
t1Turbidity plumestt, it has one of some live Sq. miles.
* Tidal Inlets with navigational channels in them always
wUl require some maintenance. In this case, a fairly
minimal amount 20 to 40 thousand cubic yards of "beach
qual1tylt sand annually, which can be deposited on such
adJacent beaches (Calades i) which may benefit bes t.
it It is the "privileged few" who are being the most t
vocal in their obstl'uctlonism. These al'e "Class III"
waters, remember? I.e. RECREATIONAL. Safety and
convenience in navigation are leg1tima t e concerns.
Boating Safety, and usage of public waterways is as
legitimate as highway safety eve.- was.
* Alternate routes are unfeasible. Anclote too far away
for many small boaters, Clearwater pass has bridges,
Hurricane Pass is suitable only for very small boats,
Willy'S Cut has closed as predicted, North Willy's cut
has shoal ebb and shoal bars. I.e. NO viable alternate
* The proposed route is through lands accreted to and on
Sovereign Lands of the St ate of Florida, TIDEWATER.
Lots in the First Addition to Mandalay Point Sub. were
pIa t ted to a lot line CERTAIN, and no t to any manner
ot. shoreline, and therefore NEVER had riparian rights
nor rights of accretion. Owners of such lots cannot
own nor convey to others any such accretion.
* Initial and on-going cos t s of channel maintenance may
well be worth paying when it results in lower amounts
of deterioration to Clearwater Pass, a Federal Project
( Auth. 14 July 1960 H.D. No. 293/86/2 10 X 150 Ft.)
See above for estimated amount of annual maintenance.
The v a 1" Iou s considerations in the feasibility 0 t a reopened Inlet,
we1"e carefully considered 1n the original Corps study, and all of
the exp1"essed concerns of various agencies and individuals were
answered. By Hydrolog1s t s, Geologis t s, Biologis t Sf careful
surveys, authoritative boating interests, .'Statisticians, public
documents. s ta te agency studies 1n depth, hi s t orical res earch,
and every conoeivable aspect of the matter. A co:;t-ben1tlt ratio
in the original Corps study has now been more than justified by
a contlnued degradation of. Southern S. Joseph's Sound and
Clearw~ t er Harbor. Without action, l t will become even wor s e.
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5. Local Objections
5.1. Edwin R. Hunter et Ux. A resident on 10 t 27, 1 s t Addn.
Mandalay Point. Mr. Hunter, now deceased, opposed the
reopening of the pass. Mrs., Carolyn Hunter, both by hel' own
efforts, and those ot her Attorney, Mr. Harry CUnei has very
ably continued to resist the pass. By a form letter ot 15
January, 1991, Mrs. Hunter cites reasons listed in the 4 Jan,
1990 DER refusal to grant approval for the proposed project.
:t "Seagrass Meadows and live oyster bars in subtidal areas near
the inlet".
* "Mangroves along shorelines".
* "All dredging activities would take occur in waters
designated as "Outstanding Florida Waters" ( OFW )
* "Materials from dredging pass COULD BE swept into Clearwater
Harbo l' du ring flood tides". '
* "No one can predict the stability of man-made inlets".
:t Information ,submitted did not support an improvement in
water quality in Clearwatel' Harbor".
* "Construction of the project will result in erosion to
adjacent shorelines".
* "Species listed as, "endangered, threatened, or of special
concern", by Florida Game & Freshwater Commission and the
U.S. Wlldl1fe Service documented in area adjacent to
proposed proJect".....(specles noted)
* "Dunedin Pass would not have a high probability of remaining
open long enough to achieve stability".
* "Partial closing of the Inlet would result in the need for
maint enance dredging activitie sand considera tion of
s truet ural modUica tions such as Jet ties or shoreline
armoring. This would result in secondary, impacts such as
dis turbance of endangered species, add! tional down -drltt
erosion, and adverse impacts to the watcr qualitytf.
[ SJSES takes vigorous exccptiori to this latter statement.
The positive assertion of amatucr engineers regarding
erosion, impacts to lvatel' quality, etc. indicate that
tbe writer Is parrotlng DER, who parrot themselves. The need
tor maintenance and protection of the Inlet is reasonable.]
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The nineteen exhibits submitted by Pinellas County in support of
their application for the reopening of Dunedin Pass are in
response to requests made by DER ( 26 Dec. 1990, Marlene Stern)
The City of Clearwater, now ( Apt-ll 1993) a proposed
applicant in the opening of Dunedin Pass, has the County's fHe
on the matt er, including the I1complet eness Summa ry" regat-ding the
county's previous appUocaUon. DER has stipulated impossible and
ou t rageous requirement s. i.e. separa lion 0 f "beach qu aU tyll Vs.
ttNon-beacb quality" materials during the excavation process, or a
"fish survey" when there are no fishes to survey. This same
document statest A marina is shown on the northeast side of the
island. (Caladesl) "Please Indicate the owner and operator of
the marina and whether a restrictions have been placed on the use
of the marine". ( THE OWNER OF THYE MARINA IS THE STATE OF
FLORIDA DEPARTMENT OF NATURAL RESOURCES! (DNR) indicating the
extent of the ignorant and obstructive bent of DER's staffers.
Previou s appHca tions by the Count y have apparently not
considered the historic axis of. the pass, which was to the
Northwest, abou t 325 degrees, t rue. The in t eriOl' channels were In
alignment with tha t axis. Any new appl1ca tlon mus t conslde r a
design which will be reasonably stable, as well as being an
efficient waterway from a hydt-odynamlc point of view.
The DER has noted to the county that the proposed project is
In the "Pinellas County Aquatic Preserven, and that it is located
wi thin or adjacent to, "Mana tee Habit a tn, "Tu rtIe habl t a tn, and
a "Shellfish harves ting area". None ot tho se assertions are
strictly true, most espeolally regarding shellfish. Class II
waters are retert-ed to by DER in their exceptions to the
application commentary, but DER's own water quality section has
found that the estuarine areas in context are In violation of
part 17-3 ot the FAC, the "Grizzle-Flgg" act. While improvements
to Sewage Treatment Plants (STP's) have been made, water quality
s till does not generally Jus t Uy Clas sIlo r Clas s III s t a tu s.
AgenCies such as the Florida Game and Fresh water Fish
Commission illustratc their ignorancc by parroting DER, and
s t a Hng tha t t he area 0 fre rs "optimal feeding and foraging
habitattl tor a vat-iety ot shorebirds, most ot which are
tlThreatened", etc. but most of which do not patronise the area,
such as the Roseate Spoonbill.
It was this same agency which prompted the, nGrea t Mou se
Hunt", attempting to catch and identity the uscrs of some 21
holes In the area in December 1990. These "experts" hadn't the
brains to identify the borrows ot the nocturnal Ghost Cl"ab, long
a common resident on the Plnellas Gulf beaches.
Any applicant tor the excavation of a reopened pass must ot
nccesslt y, approach thc S tat e agencies a t the ou tse t, pointing
out the analomies of many ot their absurd objections as they have
expressed them, and that many of thell' requirements are arbitrary
and ill-founded, and that the l'ulcs should be defined to start.
The phllosipher and Poet Goethe was cOl'rect in stating,
"Ignorance in aCllon, Is tCl'rlblc to beholdll.
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Island Estates Civic Association
,
P. O. Box 3154
Clearwater, FL 34630
BECEIVED
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APR 1 5 1993
CITY CLERK DEPT.
o -... *11
~\ e.
April 12, 1993
Dear Clearwater City Clerk,
The Island Estates Clvic'Association, being the Clearwater Passt nearest non-beach neigh-
bor ~nd representing 3,000 residents, has voted unanimously to inform you tha:t we urge the City
to move forward on the r~~opening of Dunedin Pass.
Our decision has ,been made on the basis of preservation of the ecology.including water
quality and flow. In addit~on, air pollution from cars detained on the Memorial causeway, traffic
inconvenience and emergency vehicle access were of concern. ii'
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It would be' unrealistic, as a totally waterfront comnlunity, not to also take into consider-
ation that opening the Pass will enhance the sailing, fishing, watersports and recreational boating
that drew us to this area.
, We have heard the Mayor say that it would cost too much money to maintain the Pass if
opened.' On Island Estates, where property taxes are the highest in the city, we do not have City
run ballfields, tennis courts, shuffleboard and bask~tball courts or a City Recreation Center! We
do not have a park nor are we on the Pinellas Trail.' We have never complained about the 9.2 million
dollars the city spends annually for these amenities, because we believe they are important for the
whole of Clearwater.
And we believe the opening of Dunedin Pass is also good for the whole of Clearwater,
budgeting for its maintenance should be as important as budgeting for anything else that
improves the quality of our lives and our City.
s&a
,;
Sheila Cole,
President, Island Estates Civic Association
, ,
cc-Mayor Garvey, Conunissionel's Fitzgerald, Berfield, Deegan,
Thomas, and Marine Advisory Board
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Hol-ftr r"e/eC/se It)_
'.ft,/I-d fq'I.II~5"-
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REFERENCES
1.
USC&GS, "Reconnaisance 1844 Tampa Bay & St,. Josephs Sound II
USC&GS, II Reconna i sance 1855 Tampa Bay & St. Josephs SOund"
USC&GS, "Chart No. 177", 1879 Eilition (Smithsonian)
USC&GS, "Chart No. 177", 1885 Edi t.ion (USF)
USC&GS, "Chart No. 178" , 1888 Edit.ion (USF)
2.
3.
4.
5.
6. USC&GS, "Chart No. 1257, 858, 586, 587 (previous to NOAA
Series)
7 _ USAAF, Photos 1936 to 1958 ,(Fla. ,State Dept. of Ag.)
8.
U~C&GS, Photos, 9-Lens Photogrammetry 1953-1960.
~ i , c
9. Florida State Department of Agricu~ture, Aerial Photos,
10. Unit.ed States Weather Bureau, II Tampa, Barographic Records"
11.Unit.ed States Weat.her Bureau, IITampa Wind Gust. Recordings"
l2. 'NOAA, "Tide Tables-East. Coast. of Nort.h & SOuth America"
,(to 1989)
13. Bowditch~ liThe American pract.ical Navi,gator", H.O.Pub.9
, !-'
14. Shallowit.z, I1Shore & Sea Boundariestl, 1962, USC&GS,
Pub. 10-1 , 10-2 (NOAA J?Ublication formerly USC&GS)
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15. Bond, C. \"l., I1Hurricane Effects in Tampa Bay", 1964, Tarrpa
Port. Aut,hority. ( TPA St.udy for Bulkhead Lines )
16. Bond, C. H., "Hurricane Case St.udy-Hurricane r.cNNA", Tampa..
Port Aut.hority. ( TPA 1960 study re: storm water levels
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17 _ H.D. 603, 1I0bserving & Forcast.ing OCean Wavesll (USNIiD)
l8. H.C. 604, t1Techniques for Forcasting Ocean Waves (USNHO) II
~,
19. USWB, IIWind Rose for Tampa, Fla." USCE, Jacksonville.
20. Book; IICamp Li fe in FIor ida 187911, Forest & Stream Magazine
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21. NOM, Olart. 11412 ','Tampa Bay & St. Joseph Sound (' 87 Ed.) II
22. Lynch-B1oosse, Davis, Richard. Jr., IIInlet Sedimentation at
, Dunedin arid Hurricane Passes, Pinellas County, Florida",
Dec. 1977, Dept. of GeolO3Y Univ. of.South' Fla. (Library)
23. Army Map Service, 7-1/2 Min. Quadrangle M:\p No V 847,
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t,
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"Dunedint~, Editions 1943, 1946, 1971, and 1974.
24. ,Davis, Richard A., IlCurrent f.1easurements & Sediment,
Ana1ysis,'Dunedin Pass and SOuth St. Josephs Sound", 1989.
25. U.S.Army Corps of Engineers, Jacksonville, "Detailed Project
Rep::>rt for' Small Bo3.t Navigation at Dunedin and Hurricane
Passes, Pinel1as County (1979) (For Pinellas County)
26., Davis, Richard A. Jr., A. C. Hine, Michael J ~ Bland, IIInlet
Instability due to Man-related Activities in Little Sarasota
Bay", \'M Div. ASCE New Orleans, May 1987
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27. Bernard E. Ross, Henry L. D:lrzoo.ck, liThe Pinellas COast
Inlet Study, Part One, Hurricane Pass, Dunedin.Pass,
Clearwater Passn, October, 1989, USF Center for
Mathematica1Models.
,
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28. Bernard E. Ross, Henry L. Dorzback, "The Pine11as Coast
Inlet Study Part Two, A prOp:Jsed New Passu; September 1988,
USF Center for Mathematical Mc:xle1s.
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29. H. S. Tanner, 1Ir-1AP of FLOFUDA 1833", (COurtesy USF Historic
D::>cuments Library.)
30. USC&GS /U.S.Arttrt Topographic Service IISketch l836 'Cape
Romano to Tampa Bay" (US National Archives)
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31. Bernard Rewans, "A Concise Natural History of Florida" 1775'
(With sailing directions for the Florida Coast)
32. Rol:ertSayer, lIA plan of the entrances to Tampa Bay"
Published Jannuary 1, 1788 from Renans. ( USF Hist..D:lC.Lib)
,33. Lt. Col. Wm. H. H. Benyaud USA, 111896-1897 Survey Rep:>rt
with data compiled from USC&GS Chart. No. 177 (Nat. Archives)
34. ,USC&GS Chart No. 477, "Entrance to Tamp;l Bay 1888" (Nat.Arch)
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35. USC&GS Hydro Survey, "Johns Pass to Indian Rocks Beachn,
1926, Register J:i1o. 1555, National Archives
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36. USC&GS, Hydro Survey Register No. l557H, "Blind Pass to Big
Pass", February 1883~' drawn Nov. 1883, For 1885 Filition No. '
177. '
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37. USC&GS 1926 Hydrc:graphic sUrvey note, "The former location
of Indian Pass is now bare at. low Wa terU .
(near 27-49:t-30nN, 82-491'-5011 W. from Hydrcgraphic Sheet)
38. USC&GS Hydro Survey, "Boca Ciega Bay", 1873 Re9ister
No.1l78-6 (Shows Pass A Grille, Blind Pass, John I B Pass, and'
Indian Pass)
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39. Cll2M Hill, ItWat,er Quality Sampling Program", 2/2/89 for
Pinellas COunty Board of COunty COmmissioners. ( courtesy
Pinellas COunty)
40. Clinton J. Dawes, ItSeagrasses of Clearwater Harooru
Jan. 1989 (Study for Pinel1as Co.)
41. Map of pinellas County, Shaiing Road improvements 1922-25
(courtesy W.C.Caldwell RLS)
42. "Map of Pine~las County Roads 193711 pine11as COunt.y Board
of County COmmissioners (courtesy W.C.Caldwell RLS)
'43. tlGeneral Highway Map of pinellas Co. Florida 1949",
Florida State Road Department (courtesy W.C.Caldwell RLS)
44. Dunedin' Pass Navigation Project-Honeymoon Island Beach fill
Application by,: Pinellas CO. Fla. to OER/CNR/USCE 1987. ':
prepared' by G.F., Young, Inc.
45. B. M~ Sullivan RLS, "Surveys of Clearwater Beach Key and
Islands in Clear Water Hartor with Triangu1at.ion Diagrams",
1875-1926 (courtesy,of W.C.Caldwell)
46. Burgert Brothers Photographers, "Tampa-l885-1930 Negative
and Print. Collectionll, Tampa Public Library.
47.. Sverdrup, Johnson, & Fleming, "THE OCEANS",' 1940,
Prent.ice-Ha11 (Original definit.ive text. of OCeanography)
48. Post Adjutant Ft. Brooke to Adjutant General 1848 letter
Re: IIEquinoctial Stormll 1848 ( U.S. National Archives)'
49. USNB, Miami HURCEN and USHB RuSkin, FL Statistics / summary'
of Hurricane ELENA, ~corded at Tampa, Florida. Sept. 19851!
50.' lIBeaufort Scale of Winds1l, (Taken from the American Pract.ica1
Navigator (Bowditch) Hydrographic Office Publication H.O.9
( also see Appendix E included herewith )
,
51. lIRecreational Boating Statistics I! , Marine Industrial Assoc.
of Florida, J. Robinson 3/89 and June, 1989.
52. Per M. Bruun, IIBy-passing and baCk-passing with Reference
to F1~ridall, ,r.1.!iy 1967 ASCE Transact,ions
53. H. C. S. Thom & R. D. Marshall, 1I\'lind and Surge Damage due
Hurricane CN-ULLE", Mly 1971, ASCE Transact.ions
54. J. Ian Collins, "Wave Stat ist ics from HurriCc'lIle OORA
Mly 1967, ABCE Transact.ions
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t, 55.
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: ' 56.
,
57.
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Paul D. Komar, "Beach Sand'Transp:>rt.: Distribution and
Tot.al Drift.lI, May 1977, ASCE Transactions
Michael R. Walsh, "Dredged Material as a Natural Resource"
August 1977, ASCETransactions
Herbich, J .B. Schiller ,R.E. Watanabe, R.K. and Dunlap, W~A.
(1984) Seafloor Scour, Marcel Dekker Inc. Pub.
58. USVill Ruskin, Florida, Pre1i~inary RepOrt Hurricane ELENA
September 4, 1985.
j
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i
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I
59. Dunn, Hampton, "Yesterday's Cleanlat.er", Seerran.
f.
I
60. ' Mangrove Syst.ems Inc. II BiolOgical Resources of the Dunedin ,
Pass Area- Final Reportll 19.July 1984 ( Pine1las co. COnun.)
61. United Stat.es DePartment of the Interior, Fish and lvildlife
Service, 3 May 1988 to John Adams, Chief of Permitt.ing,
U.S.Army Corps of Engineers-Jacksonville District. Ref: Sea
Turtles and Birds, effects on. (Contained in 25 above)
62. Carr, Prof. Archie M. It SO EXCEI..I..ENr A FISHE", description
of CHELONIA MYnAS and other Sea Turtle research and nesting
program, on COsta Rican Beach. General behavioral study.
63. City of Clearwater, Operating Records, ~rshal1 St. STP
O:::t.. 1986 t.o Feb. 1969 (COurtesy City of Clearwater)
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64. Lett.er, Felix Janocha to \'1alker & Assoc. Documentation of
basic' history t-1arshal1 St. STP (courtesy Cit.y of Clearwater)
65. Department of Environment.al Regulat.ion, Tampa. Operat,ing
records and permitt.ing hist.ory, Marshall St. STP 1984-89
of
66. DER, Tampa, 1985 Permit and conditions, history-Dunedin
Ci t.y STP ( sewerage Treatment Plant )
I
,I
67. Laws of the St.ate of Florida, Chapt.er 17-3. IIPollution of
Haters", Minimum Standards for wast.ewater treatment.
68. 'Ernest W. Steel, "Water Supply and Sewerage", 1960
McGraw-Hill Book Co. series
69. DER Tampa, Coca-COla Fexx'l Service Permit No. IC 52-15486 and
corresp::>ndence. Terms of Temporary operating Permit (TOP) ,
and test. well result.s. (Court.esy DER-Tampa) ,
, '
70. DER Tampa, Permitting correspondence DER-TOwn of Belleaire
in regard t.o TOwn of Belleaire STP andWast.e water uses:
71. DER Tampa, Permit.ting and Inspect.ion records, TOP
corresfOndence,i1 McKay Creek Sl'P violations 1986-89
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72. Pinellas County.Planriing Dept. pinellas County General Plan-
Wastewater Treatment,' August 1980 '
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73. ' Pinellas County Master Drainage Plan, August 1976, Post,
Buckly, Shoo, and Jernigan, Consultants
74. Pi~ellas County lDca1 Government COmprehensive Pla,ri, Feb.,
1987, 'Sectors 3 (Palm Harlx>r) 4 (Dunedin) 6 (Clearwater) and
7 ( Largo-Belleai~e)
, .
,.,.
75. Pinellas COunty Engineering Department. Plans of proposed '.
Hurricane Pass Navigat.ional Dredging, June 1988,
~l 401200~/OOOl (courtesy Pinellas Co. Engineering Dept)
76. National Ocean Services (NOS) of NOAA, Rockville, MD
Historic Sea Levels and Tidal Station Data 16 ~ay 1989 (data
'regarding historic sea level changes)
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77. David K. Rcgers, ST. PETERSDURG TIMES, 14 March 1989
IIStorm \'lat.er Pollution is Killing Tampa Bay", article.
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78. DER Tallahassee. Water Quality Study in Tampa Bay and
St.. Joseph's Sound, Pinellas County, FL (205 j May 1989)
, "
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79. U.S.Arrny Corps of Engineers, Jacksonville Dist. Dredging
Permit, Application 87 IPC 21055 Deactivation 11 Oct. 1988
DER No. 520921389 89 J 09 Deact~ 3 May 1989
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80. National ~leather Service Office, u.S. Weather Bureau
Ruskin,FL, Freezing Temperatures at Tampa, FLsince 1960
(,temperatures injurious to Mangroves (1983 & 1985)
,
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81. Stat.e of Florida Statutes, "Pollut.ion of Waters", Chapter,
17-3 , Sections 17-3.01 t.hrough 17-3.21 as supplement.ed and
amended to dat.e.
: ;
11.
i ~ .
it
82. Study rep:lrt.: Biological Research Associates, 30 March 1989
to Pinellas County Engineering ,Dept. with regard to the
effect.s upon Birdlife in the vicinity of the Dunedin Pass
sit.e. by Step11en R. Patton, Ph.Dw
83. Appendix to : Intensive Survey,DocUment.ation, Water Quality
Technical Series Vol. 1, Number 89 June 1987 Department of
Environmental Regu1at,ion, State of Florida '
84. tv'atcr Resources Investigations Report. 83-4181
'u.s. Dept.. of the Interior, U.S.GeolOC]ical Survey 1975-80,
85. V.G. Springer & Kenneth O. vloodburn, "An Ecological Study of
the Fishes of the 'fal1lpa nay Area", (l9GO) Florida State
Board of Conser vat ion ( courtesy DNR St. Pet.ersburg, r,'L)
86. St.. Pet.ersburg TIMES, Fobert Henderson Ed. IlWhy Dredge Up
Dunedin Pi;lSS Issue?", Jan. 30, 1989 (courtesy St, .Pet,e 'rUms)
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87. David St.arr Jordon, Barton \1'. Evermann. American Fcxxl and
Game Fishes", .'rover Publications Inc. reprint of roubleday'
edition of 1926)
, ,
~.. '. . ~
. 88. James E. Sykes, 'John H., Finucane. "Occurrence in TamJ?Cl Bay,
, Florida, of Immature Species Dominant' in Gulf of Mexico
Conunercia1 Fisheries',', (1966) Fishery Bull. Vol. 65, No. 2
Bureau of cOnunercial Fisher,ies, U.S.Dept. of t.he Interior.
( courtesy of John H. ,Finucane )
89. Roy R. Lewis III, Ernest Estevez, liThe Ecology of Tampa Bay;
Florida: An Estuarine Profileu. (, Courtesy of USFWS
Research Center, Slidell, LA)
90. . Robert. M. Ingle, B. Eldred, K.D. Woodburn, (l956) "The
Ecology o~ Boca,Ciega Bay with Special Reference to Dredging
and, Filling Operations". Fla. State Board of COnservation
Tech. ,series 17 (1) 1-86.
. ; ~
91.
BoIke & Chaplin, "Fishes of the Bahamas and' Adjacent
Tropical ~lat,ers"' (Lib. of COngo 1968) The Academy of Nat.ura1
Sciences Philadelph~a. Livingston Pub. Co.
I,
,
92. H.P. Carothers, H.C. Innis, FASCE. "Design of Inlets for
Texas Coast.al Fisheriesu. ASCE Transact.ions 1962, Vol. l27,
'rhe American SOCiety of Civil Engineers. (Cbastal Inlet
criteria and Design) (Discussion by F.Gerrit.sen)
93. Dept. of Marine Resources DNR. Count.y landings and Values by
Species ( Fish and Shellfish ) 1978-1988
.
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94. Van ~1eter, " The Hest Indian Manatee in Florida, Publication,
by Florida Power & Light. Co. Mian~ (85 references)
95. Van l'-1eter," Florida Sea Turtlesll, Pub1icat ion of Florida
Power & Light. Co. Miami (115 References)
96.' u.s. Geological Survey, EROS Data Center, COlor and. Infrared
Photoilragery of Dunedin/ Clearwat.er Area,
97. Defense Mapping Agency, "Pilot. Charts of the Nort.h At,1antic"
January-December 1989, and earlier editions
~ 1, ";
98. NOM Chart 11411 5th'Ed. tolay 1989. II Tampa Bay to
New Port Richey" (Small Craft Chart)
ACKNCMI..ECGEl>1EN'I'S
Hhile it is not r.:ossible t.o ment: ion every source of
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Referenoe.OJ, continued ( See also SO.DiG (0)
89.Li5 (7)
09. NOAA U.S. Dept. of Commerce, Historic Data, Tidal Bench
Marks. Clearwater Harbot' & St. Joseph's Sound ( 78 p.p.)
100. Dunedin 20iO - The Comprehensive Plan. Section CCM Vol. 1
Conservation and Coastal Management Element
101. Roger Tory Peterson, Birds of Eastern North America,
Audubon Society, Maitland Florida
102. John Bemrose," Reminiscences of the Second Sel1inole War",
University of Florida Press
103. National Geographic Society ( numel'OUS is sues 1927 -1037
regarding Thnucuan peoples and village sites )
104. Dunedin Historical Society, Hurricane Pass 1926
(Copies of Aerial Photography)
105. Dunedin Historical Society, "Through the Years"
( compilation of articles, etc. history)
106. Al'civos Nacional de Espana, "Dlario de Juan Ortiz"
( description of Tocobaga Timucuan culture Circa 1525 in
what is now Pinellas County- Cabbage ]{ey, Weedons I.,
and Phlll1pe Park sites )
107. Tidal Current Charts, Tampa Bay 1979, Na Honal Ocean' Survey
108. Map-"Sea t of the War in Florida" 1848 Au thor1zed by Gen.
Zachary Taylor, United states National Archives. Definitive
map of Florida and it 8' Roads, etc. of the, period.
109. Comprehensive Study of the Regional Water Supply Needs and
Sources 1980-2020. West Coast Regional Water Supply
Authority. 1978 ( W.D.Walker, P.E., PLS, Gen.Mgr.)
110. Regional Water Supply Needs and Sources 1982-1995 Update
111. J.S. Yeend, D.J. Ha theway. tlQuan tUlca tion of Longshore
Sand Transport and Sand Bypassing at South Lake Worth
Inlet, Palm Beach County, Florida. ( Courtesy of Darryl J.
Hatheway, Gee &. Jensen Consultants)
112. P. Bruun, F. Gel'ritsen, Natural by-passing of Sand at
Cons tal In1e t s. ASeE Tl'ansactions paper No. 3273
113. Aerial Photos 35-56 NHAP 84F EROS Data Center, U.S.
GeOlogical Survey, U.S. Dept. of the InterIor
114. Aerial Plwto 35-57 NHAP 84F EROS Data Center, U.S.
Geological Survey, U.S. Dept. of ,the Interior
115. 1907 Sailing Directions No. 64 Vol. II, U.S. Navy
Hydrographic Office. GULF OF MEXICO AND THE CARIBBEAN SEA,
The Coas t of the Mainland, Filth Ed. 1907 (Not es Big Pas s
Buoy and sailing directions for northern St. Joseph's
Sound )
116.
117.
118.
119.
120.
121.
122.
123.
124.
125.
126.
127.
Comprehensive Plan- City of Clearwa tel' May 1989 (including
C,oas tal Management Element, e te. )
Dunedin 2010- The Comprehensive Plan ( including
Conserva tion and Coastal Management Element, etc.)
DUNEDIN Bay Shoreline Study, Milo Smith & Assoc. May 1974
for Tampa Bay Regional Planning Council. (St udy of shore
renova tion along Edgewa tel' Drive)
Map- Diego Gutierrez 1562, IIAmerica Nova et Exactumll
Reference to IIBahia D. S. Iuseph.tI (Court esy USF)
Map- Manuscript map of John Locke, London, 1071
Symposium- IIBeach Preservation Technology '89
(32 papers) Florida Shore &. Beach Preservation Assn.
Study of Water Quality in Pinellas County Waters
Pinellas County Dept. of Environmental Management
June 1978-Sept. 1978 (Coord. with DER, SWFWJdD, Pin. Eng.)
Soundings- Little Pass Bridge, Etc. Bridge 155508
Drawn 21 June 1987, Kissenger Campo &. Associates COl'p.
Courtesy of Fla. Dept. of Transportation
Letter, Ken Ecternacht DER to File No. 52-9138 PJnellas
County Board of County Commissioners re: Hydrographic
Review of Dunedin Pass, January 25, 1985
Let t er, Depar tmen t of Environmental Regulation to Pinellas
County Board of County Commissioners c/o Jim Terry, in re:
File No. 520921389 from Mark Latch, Chief of Permitting
with regard to Pinellas County Application to Dredge
Dunedin Pass (Notice of Intent to Deny Application)
dated February 5, 1988
Undated Letter: Bel'uard Ross PhD. to Richard A. Davis PIlD.
Subject: IIResponsc to Department of Environmental
Regula tion Lett e r to Plncllas Count y Concerning Dr edging
of Dunedin Pass". (1988)
IIA Response to Concerns Expressed by DEB, File. N,o.
520921389, Dunedin PassU by: B. Ross PhD, R. Davis Phd
and J. Churchill MStI, April 11, 1988 10 p.p.
128. IIEndangered Species Responsell, also t1 tled: Florida Dept.
'of Environmental Regulation, Completeness Summary
Response". Mangrove Systems, Inc. 1 Aprll 1988
129. Aerial Photography 1 June 1989, W,alker & Associates' for
SJSES ( Coverage of Dunedin Pas s, Clearwa tel' Pas s, spoll
islands, Hurricane Pass, W1l1y's Cuts, Caladesi Island,
Water coloration and turbidity, tidal streams, etc.)
J
130. Aerial photography, March-Apr 11 1989 W. Allbr 19ht, SJSES
(coverage of Dunedin Pass area, water coloration, etc.)
131. Survey,- IIpalmer-Davidge Propertyll Lloveras, Baur & Stevens
in two sbeets, Job No. 13180, dated, March 26, 1983 '
132'. Plat -IIMandalay Shores, Firs t Addi tion", by Leo M. Bu tIer,
Registered Land Surveyor No. 78. Approved Aprl1'1936,
Dedications by T.R.Palmer, et ux, and Wlll1am Hayward,
et ux (P.B. 20, P. 71 )
133. Test Lab report- Haines Testing Lab. report 87-1-0271002
of September 30, 1987
134. D.S. Rosen, "Beach and Nearshore 'Sedimentation on Caladesi
Islandll. Mas tel" s thesis USF Englnee}\lng, (116 p.p. 1976)
135. Aerial Photography. Fla. state Dept. of Agriculture SCS,
Hamrick, AMS, USC & GS, Misc. sources.
136. Survey series and report: B.M Sullivan C.E., Dwgs. 1 & 3
of Clearwater Island and vicinity, Clearwater Key (small
scale) and triangulation diagrams. Traverses of islands
in Clearwater Harbor (1926) Courtesy W.C. Caldwell, PLS
137. U.S. Governmen t, OfUce of the Surveyor General: Townships
28 & 29, Range 15 East. 1843J 1846, 1876, 1926, (Present
certified Cadas t ral Su rvey December 21, 1925. General Land
Office, U.S. Department of the Interior.
138. "Peter's Map", circa 1914, of Plnellas County, Flor1da
(showing Big Pass and islands in Clearwater Harbor)
139. "Quitclaim Deed and Agreement" O.R. 5593. P. 2090 Pinellas
County, Florida dated August 30, 1983 ( Hunterl Crown)
( Rei: PB 20, P 71, O.R. 5389, P. 103) William E. Crown III
as Trustee lor Carluel Point West Property.
140. Description of Traverse Line: OR 5593, P.2100, 2101, 2102
( Written by Lloveras, Baur & Stevens, see Ref 131 )
141. Closing Statement & Sales Contract: Charles J. Palmer et ux
(Seller) to WilUam E. Crown III, as Trustee (Purchaser)
"Lands in Section 29 & 32, TWP. 18 South, Range 19 E.
Plnellas County, Fla. dated 'August 30, 1983. Containing
covenants and restrictions, etc.
142. "REDI MAP" Real Estate Data, Inc. Section 32. Twp 28, R 15
Page A ( Clearwater Beach Island) Pinellas County Tax
Assessor's Office.
143. The st. Joseph's Sound Ecological Society; Inc. "Dunedin
Pass, a Case Study." Feb. 1989 to Feb. 1990 Research report
complled and edited trom references he rein.
144. John Emmerling, Clearwater Chamber ot Commerce and
Clearwater Marine Science Center, Response to DER final
Order denying permit or dredging 0 f Dunedin Pas s. ( As
in t ervenor for CMSC ) ,
145. Walker & As socia t es, Fig.5 Overlay Map, "Tidal CIrculation"
Rev. to 15 June 1989, (based on Ref.s 24, 27, 25, 83, 84,
78, 122,)
146. use & GS Chart 1256 Rev. of 8 May, 1936 ( courtesy of
Mr. Wallis Skinner) (Shows Little Pass alterations)
147. Aerial Photos: No. 3094 and 3095, 26 Mar'ch, 1968
Sandy Gandy Photographer ( Courtesy of Wallis Skinner)
148. Aerial Mosaic March, April, May, 1926 "Aerial
Photographic Map of Pinellas County, Florida
4 x 6 Ft. Hamilton Maxwell Inc. New York
149 to 150. USWB Ruskin, FL Track Charts of hurricanes
1966 uALMN', 1970 !tALMA", 1985 "ELENAl" Data on
Tropical Storm KIETH 1988.
151. nPlat of Two Islands" in Sec. 15 T. 28 R. 15 E.
Dcpt. of the Interiolo, General Land Office
Washington, D.C. Sept. 23, 191.6 (Cedar Creek area)
152. Tax Rolls, Pinellas County re: Plooperty in Mandalay
Point, Fir s t Addi tlon, Sec. 32-28 -15, including
Suberged land of C.J. Palmer 2815 32 00000 0200 01
153. Tes t 'Report. C en t ral Florida Tes ting Labora t ol'ies, Inc.
to Plnellas County Jan. 24, 1990 ( Borings at site of
'Pl'oposed Channel, Northern alternate)
154. st udy Repo r t 31 p.p. plu s Appendice s "An Evalua t1 on 0 f
the Reopening of Dunedin Passu. Aprll 2, 1990
Robelot G. Dean PhD. Univ. of FIoloida Coas tal Engrg.
II
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155. "Pinellas, County Beach Res to~a tlon Management Planll
Chapte~ II by Coastal Management Dept. ptnellas County
"
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,156.
Dunedin Pass- Btological Assessment of 'Nearshore Habitatll
Survey reporot by CZR, Inc. to 'Plncllas County 23 Jan. 1991
157.
, , ,
"Completeness Summaryll, by' the Florida Department of
Enviroonment al R.egula tlon, and, the response by Pinellas
County . '(He: resubmit tal of application) 2,6 Dec. 1990
"
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158. "Th~ Great Mouse huntll Survey report of efforts to catch
and / or identify occupants of 21 holes In Site. DER failed
to realize that they were burt'ows of Ghost Crabs, not Mice.
159. (NOTE Articles in the Cleat'watero ,TIMES and othero papers,
too numerous to detaJl 1986-1993 and continuing..)
160. Flyero- Clearwater Chamber of Commerce 15 April 1993
Notification of Clearwater City' Commission meeting
( Entries to 14 April 1993 )
Document 89:L15 (7)
see a1so'Document 89.D15 (6)
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Dear Society Member,
ref: SJSES-23(10)
In order to effectively reach our goals in areas of environmenlal
improvement, it is essential that we get our message to tbe
general public and our elected officials, as well, as to public
agencies. To do that takes member involvement, together with
funding to sus tain cos ts of res earch, materials, 11 tera ture
distribution, and other activity associated with informing the
general public.
Initial funding comes solely from the generous participation of
the mellbership, thus increasing our membership is essential to
our ability to carry out the aims of the Society. Your help is
needed to encourage concerned citizens to Join with us. As the
Society grows, we should be able to obtain financial assistance
from sources such as charitable foundations, trusts, and from
public and private grants. The concerted efforts of dedicated
..embers 15 essential in accomplishing those neccessary ends.
The Society has begun a membership, drive by contacting those
persons who answered the Clearwater Chamber of Commerce telephone
survey in March 1989, inviting them to Join the Society in
suppport of our cause. ThIs has been done by one person on one
telephone, and has been followed up by sending literature to
interested persons on the aims of the society, together with
membership appl1ca tlons. We need your help in making thes e
contacts.
The attached material briefly treats the most persistantly
expressed ooncerns with respect to reopening Dunedin Pass. In the
course of talking with the public, some or all of these questions
may arise. If an individual would like more detailed information
on a given point, the staff will be pleased to discuss it.
The Society's position with respect to the reopening of Dunedin
~ass is, that it should be done to improve estuarine water
qual! ty, and tha t it should be done concu rren tly with such
things, as storm wa tel' poilu tion abatement, improvement of sewage
treatment plants, development of recreational areas, and the
enhancement of environmental qualities wherever possible.
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The original permit appl1ca tlon by Pinella s County to reopen
Dunedin Pass was, in our considered opinion, well-intended but
not adequate in scope, and we feel that the Pass must bc opened
as wide as the bay water requirements demand. A navigational
channel could easily be contained in such a waterway. attcr
four 1 een year s, we oon sider it time to remedy the sltua tion.
Charles W. Bond, Research Director
The St. Joseph's Sound Ecological Society, Inc.
"
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FACT SHEET
HISTORICAL SUMMARY: Dunedin Pass, or Big Pass, was the dominant
inlet to St. Joseph's Sound and Clear Water Harbor since at
least the middle 1700's, and remained mainly unchanged until
1921, when Hurricane Pass was created by a hurricane that year.
In the mid-1920's, dredging and filling associated with the
construction ot the Garden Memorial Causeway, and the
overdredging of Lit tIe Pas s (Clearwater Pass) to cons truct fills
'at lower Clearwater Beach, caused Dunedin Pass to begin a slow
process of narrowing, assisted by the northward growth of the
beach of Clearwater Beach Island. By 1936, Dunedin Pass bad
narrowed to about 1000 feet, whereas it had previously remained
a t over 2000 feet for a t leas t 110 years. In 1936, Hurricane
Pass remained virtually unchanged from its' formation in 1921.
Clearwater Pass had been widened to over 3600 feet from an
original width of less than 500 feet, but was still shallow, with
a meandering channel.
Various changes to Dunedin Pass occurred as a result of storm
activity in 1926, 1935, 1941, 1947, 1950, 1960 (Donna), 1966
(Alma), and other high-enel"gy storm event s to 1985 (Elena).
Among the variou s changes were tlovertoppingtl or tlblown-throughtf
new inlets, creating new channels through the beach in 1950
and again in 1966. While those inlets gradually closed again,
they indicated the potential for the creation of such inlets.
In the late 1960's, bay interior changes contributed further to
the modification of tidal activity, notably t111s on the East
side of Clearwater Beach Island, and the creation of the causeway
to to "Honeymoon" Island (opened 1965). By 1918, Dunedin Pass
was noted as "Closed to Navigation" on local nautical charts, and
follow ing the September hurricane of 19B 5, had nearly closed.
By 1987, the pass was closed entll"ely, and all tidal exchange
through the inlet ceased.
As eal"ly as 1974, efforts to improve the Pass to restore it to
a navigable condition began, and a study of a small boa t
navigation channel was done by the U.S. Army Corps of Engineers
for the Pinellas County Commission during the period 1977-79.
Agency review processes continued to past 1981,and have persisted
into 1990, with Plnellns County still the applicant for a
dredging permit.
Since 1985, watcl' quality within the bay has deteriorated, bridge
openings fOl" boats increased, and 111 effect s worsened on
ecosy st ems s neh 'as marine vegat a tion / marine 'ol'ganisms / fish I
bil'd and animal communities. Studies have been done by qualified
experts in fields such as water quality, marine biology, geology
and sedimentation, "Avifauna" (birds), coastal engineering,
marine navigation, weather, botany, etc. The reports of these
studies are available.
, '
NAVIGATION: With the creation of the Gulf Int raeoas tal Wa terw ay
system In 1960, certain waterways were constructed, and others
improved. In the Clearwater Harbor area, ,the ICWW runs from the
Indian Rocks "Narrows" through the Bellair Causeway bridge,
through the east bridge of Memorial Causeway, and through the
east (main) bridge of the Dunedin Causeway, continuing on to the
vicinity of the Anclote Bar Channel. . In addition, Clearwater
Pass was included in the system in order to permit access /
ingress with the Gulf of Mexico. Hurricane Pass is not included,
i~ the ICWW system.
Hurricane Pass has shoaled to the point that it is no longer a
viable navigational channel, leaving only Clearwater Pass and the
Anclote Bar channel as access to the Gulf. This compells boaters
and mariners to use the principal Clearwater Harbor outlet, that
of. Clearwater Pass. It is for that reason that the Sand Key
bridge over tha t pass was opened 10,752 times in 1988, and both
bridges were opened 17,982 times in 1989, despite a number of
"closed to (land) traffic periods. Clearwater Marina contains
200 slips, all full. Since many of the boats at the municipal
Marina are commercial operators, they make regular dally transits
of Clearwater Pass, requiring the opening of the Sand Key bridge.
Bridge openings in 1989 averaged some 40 per day, 1200 per month.
As a result, delays to land vehicular traffic has become a source
of annoyance, t raffie inefficiency, air pollution, and hazard to
land and marine traffic. Despite federal maintenence
appropriations for the Clearwater Pass waterway and the
Intracoastal Waterway, these channels have not been well
maintained. In addition, numerous artificial changes by a
val'iety of int eres ts have modified the hydraulics of Clearw at er
Pass, as well as both Dunedin Pass and Hurricane Pass.
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LAND TRAFFIC: Traffic congestion in Pinellas County continues to
be the result of increased population pressures, there being
9 motor vehicles for each 10 humans in Pinellas County.
Traffic movement, parJdng, and continual hindrances and delays
due to sheer traffic volume along crt tical routes ,is a portion
of the deterioration of the quaUty of Uie in this area.
Clearwater Beach during the spring and summer is a vivid
illus t ra tlon of condi tlons, made more so by the conflict s wi tl1
marine traffic involving bridge openings. Hurricane season and
possible beach evacuations cause further complication and
conflicts with marine traffic inasmuch as the bridges are placed
in a "locked-down" status during such periods, trapping D\any
boats seeking shelter in more protected areas.
The sheer volume of vehicular traffic also Is a major contributor
to bay wa tel' pollu tlon by storm wa tel' runoff bringing pet a'oleum
dorivative products and heavy metal contaminations into the
Clearwater Harbor estuary.
Street drainage passes pollutants into storm sewers whioh
discharge into Clearwater Harbor. While there are future plans
to mi tlga t e or eUmIna te such poIlu tlng dIscharges, they appear
to be some twenty years in the future. (2010 plans)
RECREATION: Local comprehensive plans contain both "Coastar and
"Recreatlonar' segments involving plans for enhancement of public
facilities such as parks, beaches, boat ramps, waterways, and
other sources of "space" and environmental improvement. The
efforts to restol'e Honeymoon Island's beaches fall into that
category. ,Cleal'watel' Harbor and St. Joseph's Sound have,
been designa t ed as "OU t s t andlng Florida Waters", and clas s !fled
as class III waters, meaning fit for recreational uses such as
swimming. That also includes Class II water, fit for shellfish
pl'oductlon. Neither of those categories fits "Clear Wa tel'
Harbor" any longer.
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Boating, fishing, swimming, and related activities are legitimate
Florida outdoor recreation, and are a direct part of our local
major industry- tourism. Enhancement of our local bay and
coastal waters, beaches and shores, and the ecological systems
associated with our water areas is essential to a .uensible
environmental standard and quality of Ufe in the area.
The state of fish and fishing, are indicators of environmental
quality. Pinellas County waters formerly supported several
prosperous commercial fisheries as well as, a very active
r eCrea tional fi shery, together If lth related actlvi ties such as
charter and "party Boat" enterprises. The Clearwater area was,
and is, a very active part of those industries and activities.
However, urban population pressures, contamination of our local
shore and water areas, and increased burdens to th~ quality of
our marine areas, has brought such a decline in the area's
na t ural quaU ties, tha t recrea tional fishing ou Uet s ar e now
s evel'ely deficient. The coas tal sections of Pinellas County are
now completely urbanized with the exoeption of a few parks, three
of which are on the St. Joseph's Sound I Clearwater Harbor bay
and gulf shores. (North' Sand Key, Caladesi Island, and Honeymoon'
Island) Preservation of the quality of these areas is essential
to the well-being of the community.
WATER QUALITY I ENVIRONMENTAL HEALTH: Basic to the state of
marine ecosystems is the state of the baslc ingredient in those
systems- WATER. There are limits to the tolerable levels 01
variou s chemical and physical pollu t an t s which cer t ain Ufe
systems may bear. Shellfish cannot propagate in ce'rtain levels
of turbidity; Fish callnot propagate in cct'tain levels of oxygen
01' acid; Marine lite cannot exist in cCl'tain levels of some
chemical poIlu t ant s; tilrds dcpcndant upon marine life fot' food
s uppUes canno t endure when 'lhose s uppl1cs diminish or dis appear.
Thus It may be seen that the total marino ecosystem is
in t errcla t cd, and thn l wa tc r quali ty 1 s n basic tuct or In the
well-being of that system,
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Marine grasses cannot sUI'vive in high turbidity levels due to
loss of sunlight requh'ed for their well-being. When certain
grasses disappear or diminish, certain algae and planktonic
forms also disappear, along with Juvenlles of certain fish or
other creatures which require them to survive. These 'are the
"nursery grounds" for a number of species of fish and other
marlne creatures, such as shrimp, as well as the food chains
essential to their existanoe.
Bay waters interior to the former Dunedin Pass location now have
a stagnant area ranging from 80 to 120 mll110n square feet in
extent, fOI'merly subject to tidal exchange with the Gull.
Island Estates and east Clearwater Beach Island area are
now surrounded by a degenerated water area, supporting almost
no healthy mal'ine ecosystems, including lower Ilfe forms. Even
Hfe forms such as Blue Crabs and Stone Crabs in the area,
do no texis t in former quanti ties or quality.
Fish plentiful are now diminished, together with 'higher life
forms such as porpoise (A tlan tic Bot tlenose Dolphin) which us ed
to frequent the area after the fish ( mullet, etc.).
References to "valuable sea gras sestl, "mangrove de t r Ltus
cont ribu tionsu, and simllar "environmentalis tlctl commentary, are
no longer valid in a signif1c~llt portion of the bay between the
causeways. The grasses are either buried in silt or deteriorated
from lack of sunlight. The areats mangroves froze in 1983, 1985,
and partially in 1989. Natural or artificial 10 sses have the
same result, loss to the ecosystems.
Together with restoring Dunedin Pass to dimensions adequate for
a healthy tidal exchange with the Gulf of Mexico, continuing
inpu t s of upland poIlu tion mus t be arres t ed. Point -source
pollutants, such as ,sewage treatment plants, must be brought into
compliance with water quality standards ( Part 17-3 Florida
Administrative code). Storm watcr pollution abatement must be
achieved by sensible and soonest means. Toxic waste oontrols
must be dlligently and consistantly applied.
The St, Joseph's Sound Society endorses the reopening of Dunedin
Pass, together with the aforementioned processes. We endorse the
opening of the pass in a manner conslstant with the alignment of
i t's historic inncl' bay channels, and to dimensions much larger
than have been suggested by Pinellas County in the making of a
boa t channel. It is ou r conclu sion that such a channel should be
s tab1l1zed, and once stabilized, should be dredged a s required
to maintain adequate dimensions, and to prevent down-drift beach
Its t arva tlon" by sand "by-pa s singll 0 r "back-passing" as needed.
Material resulting il'om dredging can be placed on the beach and
sou thorn end of Caladesi Island, in mi tiga tlon of storm damages
and erosion to that island. Matcl'lul from interior channel
malntalnencc cun be placed around existing spoH islands within
tho bay, ina smuch as ther e ar c no gl'BS sa s, etc. around thos e
islands, dcsignllt,cd spoil aroas fOl' lho inlraooaslal waterway,
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Thos e Islands, now though t as "natural areas", and "rookery
islandstt, were the result of the intIal dredgIng of the
Intracoastal Waterway. Whlle they are the "propel'ty" of the
Trustees of the Internal Improvement Fund of the State of
Florida, the TJIF bave granted perpetual easements to the United
States for use as spoll areas. 'The resulting waterway through
DunedIn Pass should receIve status as an adjunct to the
Intracoastal Waterway, and be desIgnated as a "Historic Waterway"
and maintaIned by the FlorIda State Department of Natural
Resources (DNR) as a part of Caladesi Island State Park. Beach
materIals Intercepted by the navIgational channel could be
by-pas sed by a mInImal ins talla Uon, operated intermit tantly as
weather events required, Dune llnes on either sIde of the inlet
should be given sufficIent materIal to offset "overtopping" in
the case of storms in the category of an "Alma", "Gladys", or
"Elen a t\
IN SUMMARY: The BENEFITS of reopening Dunedin Pass include:
RestoratIon of the inlet-estuarIne. area ratio known to be
required to provIde adequate tIdal water exchange.
Restoration of navigational channels for commercial and
recreational use, support of marine safety.
Reduction of bridge openings, with consequent benefits to
land vehicular traffic, Enhancement of Clearwater's basic
a t traction, it's beach recreational indus try.
Improvement of the estuarine water quality and dependent
ecosystems, with consequent benefits to the community.
Better balanced inlets to a common, but segregated inner
es tuarine complex, res ulting in les s des t ructive curren t s
in presently exIs tIng inlet s,
Protection to existing Parks such as Caladesi Island,
northern Sand Key, and Honeymoon Island, Enhancement of
beaches by sand-passing from a IItrapplng" inlet.
Improvemen t of water quali ty, benefit ting aqua tic plant
growth, with associated shore protection, restoration of
marine popula tions, and enhanccmen t 0 f needed bio sy stems, .
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Compensation, in part, for the impact of adjacent urban'
growth and population pressures.
,Res t 0 ra tlon of populations 0 f. the mal'ine environment j f1 sh,
mammals, birds, invertabrates, shcllflsh, and other
creatures sensitive to the state of direct and synergistic
l' cIa llonship with thier water envlronmon 1.
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The Concerns expressed over the reopening of Dunedin Pass:
Increased Marine Traffic in the immediate area of the
reopened pass, with associated shore erosion and wake
damage, ,and hazard, to possible Manatees in the area.
Answer: ttNO WAKE" signs, shore protection, and
'enforcemen of exis tlng Stat e boa Hng laws. Mana tees ar e
a very remote possibility, but can be similarly protected.
Beach and shore erosion adJacent to the inlet from currents
associated with the inlet.
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Answer: Correct design of the inlet, together' with
training walls or Jetties, both for inlet stabilization
and for the modification of the active l1ttoral zone
slightly offshore.
Continual maintenence dredging required to keep the inlet
open, probable closure, continued expens e, etc.
Answer: A waterway containing a navigational channel
will invariably require some maintenence. Correct design
can minimise the. amounts of such maintenence: State, '
motorboat registrations now paid by users of waterways,
could more than adequately compensate for the es~imated
minimal costs of maintenence. And if designated as a
portion of the Intracoastal System, Federal funding could
return to the local area for the majority of costs.
Wildlife po pula tions now in re sidence on the proposed sit e
of a waterway would be disturbed or displaced by loss of
hab1 ta t.
Answer: Birds can and will move. No FILLS, per se,
are proposed. Therefore, viable bottom areas are
increased, enhancing possibilities for sea grass growth.,
. 'Seagrasses, in turn, contribute to the well-being of
marine creatures, fish, and birds which us e them as a food
supplies.
Siltation , from the dt'eaded "tubidity plume" possible
during the dredging process would adversely impact
seagrasses near the dl'edging activity.
Answer: Those seagrasses are dying now, and while
thel'e, could be turbidity from suspended 11ght silts, it
would soon be gone, replaced by much cleaner water. Careful
con~truction management can minlmlse even such temporary
advers e effect s. Excava Uon a t certain tidal periods, sil,t
barriers, and other oonstruction processes, can reduce or
eliminate possible negative effects.
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Sea Turtle nesting posibll1tles might be endange.ted by
excessive compaction ot hydraulic dredge Ull.
Answer: Nons ense! Sea Turtles, principally the A tlanUc
Loggerhead in this area, know thier busines s. Wet beach
sand alter a rain or storm, is no different from
hydraulically-placed beach sand.
Manatees might be endangered by increased boat traffic in
the vicinity of a reopened pass.
Answer: Yes, they might be- if there were any there.
There is no reason to expect any increase in Manatee
population by reason of a reopened Pass. Conditions simply
are not favorable for concentrations of Manatees here.
Mana tee sighttngs in this area are rare and exceptional
because there is no habitat of such properties to attract
them. ( food, temperature, etc.) Manatee awareness and
boating speed limits seem the answer. Also, if the bay
were cleaner, you might even be able to see one.
UThe privledp;ed few''t Bay residents and boaters, env;aged in
elective recreation, would be the sole beneficiaries of an
opened pas s, while all would pay the bill. '
Answer: Please see the note about boat registration
costs. Most people use roadways and pay for a vehicle
licenses. So do boaters, in many cases more than for a
vehicle, too. Motorists benefit when they are not stopped
for yet another bridge opening, as well.
DreddnJt frone hole thl'oUR'h an island" is no t the answer,
first, upland poIlu Uon sources mus t be dealt with.
Answer: We couldn!t agree more. Achieving a clean
bay environment cannot be done by anyone process. The
SJSES has emphasized that a number of factors are involved,
Tlla t is why the Societ y has taken an over all look a t the
reopening of Dunedin Pass, and have formed what we believe
is a balanced Judgement.
H.ow did all this happen? Who's to blame? Have our
elected officials dropped the ball ?
Answer: Pogo, from the comic strip by the late Wall Kelly,
said, uwe have met the enemy, and they is US".' Ul'ban growth and
popula tton increas e is the problem. The Society hopes to find.
ways to coexist with na ture. As to YOUl' elected officials,
expres s you r feelings n t the polls. It is not going to be
fruit ful to expect someone cIs e to corl'cct environmcn t sl HIs.
If people crea t cd the problem in the tirs t place, maybe it's up
to people to solve it. '
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JACK ECKERD
100 N. Slarcrest, Drive '
P. O. Box 5165
Clearwater, Florida 3461 B
April 9; 1993
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.The Honorable Rita Garvey
Mayor, City of Clearwater
,City Hall '
112 South Osceola Avenue
Clearwater~ Florida 34617
, RECEIVETY
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Dear Mayor Garvey:
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Attached are copies of letters to.you dated February 9;1993 and January 21,
1988. ",'"
Once againt I'd appreCiate your seeing that my comments concerning Dunedin
Pass (as presented in the 1988 original letter) be presented at the public
'hearing on April 15, 1993. " -, '.' '.
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- Attachments. 2 '
~ Mike Wright, City Manager
SincerelYt
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~k Eckard
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, JACK ECKERD .
100 N. Starcrest Drive"
P. O. Box 6165
Clearwater; Florida 34618
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February 9.1993
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The Honorable ~ita Garvey
Mayor, City of Clearwater
City Hall ,
112 South Osceoia Avenue
Clearwater, Florida 34617
Dear Mayor Garvey:
Attached are my comments of five years ago to you and the Clearwater City ,
Commissioners, concerning Dunedin Pass. My feelings based on research In
1988 have not changed, and these remarks are still pertinent. c
I would appreciate having my comments entered in the public records at the
February 18, 1993 public hearing.
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JACK ECKERD
, 100 N. Starcrest Drive
P. O. Box 5165
Clearwater. Florida 34618
January 21, 1988
Mayor Rita Garvey
and the Clearwater City Commissioners
City of Clearwater
Clearwater, Florida
Dear Mayor and Commissioners:
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I aryl pleased that I cUll aiJie to attenJ tonight's Commission meeting.
The decision as to whether to dredge and reopen the Dunedin Pass obviously
is an extremely complicated issue and. unfortunately. has also become an
emotional one. I have gone on record with correspondence to the Florida
Department of Environmental Regulations suggesting that the permitting for this
dredge work be withheld due to conflicting testimony by the "experts" and
because it is not in the best Interest of the taxpayers.
The three major benefits of the proposed dredging of Dunedin Pass, as outlined
by the proponents are:
(1) Decreased openings of the Clearwater Memorial Causeway
drawspan.
(2) The renourishment of sand on the beach at Honeymoon Island.
(3) The increased water quality of St. Joseph's Sound and Clearwater
Harbor north of the Clearwater Causeway.
I would like to raise several questions in response to these proposed benefits of
this project. '
I. like every motorist who has ever traveled the Clearwater Causeway, have
waited in frustration for the o'pening and closing of the span on the Causeway
bridge. However. I have noted that the vast majority of the vessels going
through the open drawbridge do not turn and head west to either, the Clearwater
Pass or to the marina associated with, Island Estates, but rather, continue north
or south, cruising along the Intercoastal Waterway. As such. the availability of a
new access to the Gulf would not be of any interest to most of these boaters.
The issue of using the dredged material from Dunedin Pass to the beach on
Honeymoon Island requIres the hydraulic transport of this material some six
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Mayor Rita Garvey
January 21, 1988
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miles. It has been suggested by some qualified engineers that if a dredging
project were undertaken in the Hurricane Pass a~ea, not only would it allow a
greater flushing to occur in the St. Joseph's Sound area, it would also provide a
higher quality of dredged material as well as drastically reduce the distance
which the material must be transported.
So, it would appear that the proposed benefits which might be derived from the
first two reasons for pursuing this project would have benefit only to a small
special interest group; I.e., the boaters associated with Island Estates, and we in
Carlouel. Another p.ussible beileiit, is that beach renou..ishment material coul~J
be obtained of a better quality and at a cheaper price due to a closer location.
The third and primary reason for dredging Dunedin Pass is for the additional
tidal flushing that would occur and thus, the water quality should be improved.
I would like to note some comments that I have excerpted from the Pine lias
County Beach Restoration Management Plan. ' These comments will hopefully
provide some historical perspective concerning Clearwater Harbor and in
particular, Dunedin Pass.
"During the periods of 1883 to 1920, considerable shoaling occurred
throughout the width of Dunedin Pass, as a result of the Clearwater Pass
increasing its width and diverting flow away from the Dunedin Pass area." This
was at a time period befor~ any of the man made obstacles such as the
Clearwater Memorial Causeway, the Honeymoon Island Causeway or the large
dredge and fill project known as Island Estates were created. Nature has been
attempting to close Dunedin Pass now for almost 100 years and the
construction of the manmade obstacles that have been placed in the Clearwater
Harbor during the last 40 years have only helped speed up the natural process.
The county's Beach Restoration Management plan goes on to state, "In 1958,
the first phase of dredging and filling for Island Estates began and this caused
reduction in the tidal prism and the width of Dunedin Pass to be drastically
reduced. As the development continued to grow, the Pass continued to narrow
due to the increased lagoon area and the increased ratio of length of shoreline
to lagoon area. The rate of inlet mitigation also increased significantly as the
result of this development." The report goes on to state further that between
1958 and 1972, changes in the Inlet dimensions were largely Influenced by
hurricanes and tropical storms. Construction of the Honeymoon Island
Causeway in the 1960 to 1963 period caused the area of St. Joseph Sound
between Clearwater and Dunedin to become extremely Isolated. Hurricane
Pass stili controlled the m'ajority of the flow and the cross.sectional area of
Dunedin Pass reduced accordingly. Further, "Construction of the south jetty in
the Clearwater Pass in 1974, appears to have altered the tidal regime of
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Mayor Rita Garvey
January 21, 1988
Page 3
Dunedin Pass, allowing more flow to 'follow the main channel and further
. reduced the regional significance of Dunedin Pass." '
However, the primary issue that Is not adequately spoken to in any of the
reports is consideration of the ongoing maintenance cost once the new pass Is
dug to reoodredge this pass as it begins to shoal over in the near future. Some
Individuals feel that the pass may silt or shoal over within a time as brief as six
months. Even Mr. Jim Terry, Chief of Pine lias County Coastal Management
Qivision. has been quoted as saying that, "Even with equilibrium, the pass
would have to be dreu~ed ever five to Glgh~'lear.:i to keGp it oper.." Thnre is
conflicting information if equilibrium can ever be obtained. So, it appears that
all parties concerned agree that the pass will close again and again in the
future and will become an ongoing maintenance problem. At the present time,
the funding to provide for the cost of this project is coming from state and other
non~local funding sources. However, I would expect in the future, that Dunedin
Pas~ will probably be considered the same as Clearwater Pass In that it is a
Federal project. locally maintained by the City of Clearwater, and therefore, paid
out of the pockets of the taxpayers of the City of Clearwater. Do we want to
have the expenses associated with Clearwater Pass duplicated to a great
extent in maintenance costs for Dunedin Pass?
Thus, it would appear that the dredging of Dunedin Pass will be effective only
for a minimal time period before it will require almost constant re-dredging and,
similar maintenance efforts. As such, is the Clearwater City Commission
prepared to add the additional financial burden of this new maintenance cost to
the taxpayers of the City of Clearwater, as the prior Commissioners have added '
to the taxpayers the burden of maintaining the Clearwater Pass. '
In closing, I would like to note that the Tampa Bay Regional Planning Council
(the organization which, Is charged with the responsibility of reviewing projects
for the entire Tampa Bav Area) has again recommended the permit application
be denied for many of tht3 same reasons I have noted. They further noted their
concerns which are identified In the prior application, remain applicable to the
current project. '
Thank you for this opportunity to allow me to present this information to the
Commission.
Sincerely,
Jack Eckerd
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COMMISSION
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QUINTON I., m:IJ(:EI'ETII, I>US
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AU.AN I.. EGllImT, I'll. 1>" A\lhtulIl l~u'CIIU\C Dlrectur
Office of Environmental Services
29200 Tuckers Grade
Punta 9orda, Florida 33955
April 14, 1993
Ms. Rnye-Page
409 Hilltop Drive
Clearwater, Florida 34615
RE:
Dunedin Pass, Pine1las County,
Biological Condition
Dear,Ms. Raye~Page:
'This is in reply to your letter dated March 22, 1993 I concerni.ng a
proposEll before the City of Clearwater to dr.edge a IInew" Dunedin Pass. Your
letter included a request for an evaluation of the fishery and wildlife values "
of the area.
, ,
Our biologist has visited the project site and adjacent areas annually
since December 10, 1990, most recently on April 6, 1993. The proposed
dredging will occur in and adjacent to important estuarine fishery habitats
including seagrass flats, intertidal mud flats, and several small oyster bars.
These habitats offer optimal foraging areas for a wide variety of state. listed
shorebirds and wading birds, including piping plover. (threatened - T), snowy
plover (T), roseate tern (T), least tern (T), American oystercatcher (species
of special concern - SSC), little blue heron (SSC), snowy egret (SSG), reddish
egret (SSC), roseate spoonbill (SSC), and brown pelican (SSC).
North Clearwater Beach is critically important habitat for listed
shorebirds. The least tern; roseate tern, snowy plover, and American
oystercatcher use this area for nesting. The nesting area for the least tern
is wfthin the previously proposed channel alignment. The snowy plover and
piping plover are documented residents of this beach strand Rnd have been
observed foraging in the intertidal flats in the project area. The draft Fish
and tHldlife Service Recovery Plan for the Piping Plover (August 1987)
identifies this area as critical for the recovery of this species. On April
6. 1993, our biologist documented over 2,000 shorebirds utilizing the Dunedin
Pas~ area for resting, foraging, and for some species, breeding activities
(soo attached lists).
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April 14, 1993
Page 2
The project site is a documented nesting area for the loggerhead sea
turtle (T) and may also provide nesting habitat for the Kemp's ridley sea
turtle (endangered - E) per information,from the U. S. Fish and Wildlife
Service. The waters of St. Joseph's Sound and Clearwater harbor. are habitat
for the West Indian manatee '(E).
Additionally, there are 21 burrows in the dune system, possibly evidence
,of dune mice, that may be impacted by the proposed project. The trails
associated with several of the holes have been active from December 1990 to
'present.
, Adverse impacts to ,fish and wildife habitat that'may result from
altering'the current, natural condition of the Dunedin Pass area include:
1) loss of productive, shallow water benthic communities, including
shoa1grass beds that are important to estuarine finfish and
shellfish;
2) direct loss of critical foraging habitat for shorebirds and wading
'birds, including several listed species;
3)
possible loss of an existing bird nesting area for the least tern,
snowy plover, and other shorebirds;
,
, "
4) increased disturbance of adjacent, critidally important shorebird
nesting and wintering habitat', and possible disruption of bird
feeding during project operations;
5) direct loss of nesting habitat for sea turtles;
6) increased probability of boat collisions with the West Indian
manatee;
7) the loss of the dune habitat of unidentified burrowers that have
the potential to be one of threatened subspecies of the Peromyscus
polionotus beac~ mouse complex; and
8) increased human activity (both'pedestrian and boating) in and
adjacent'to the newly created pass that may result in ~isturbnnces
to remaining shorebird and wading bird habitat utilizatiori.
Sincerely..
~Mi {~C~cn
,James W. Beever III
Biological Scientist III
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Brian Milsap, FGFWFC, Tallahassee
Nancy 'Joiner" FGFWFC, Lake1and
Don,Wood, FGFWFC, Ta11ahasse~
USFWS ,,' Vero Beach
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'Apri1 14, 1993
Page 4,
CONFIRMED LISTED ' SPECIES OF THE DUNEDIN PASS AREA'
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(FGFWFC. DES. Punta Gorda)
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,Scientific Name
Common Name
Ajais sjsjs ,
Caretts asretts aeretts
Centropomus undeaims1.1s
Charsdrlus melodus
Charsdrlus slexandrlnus tenulrostrls
Egretta aserules
Egretts'rufescens
,Egretta thuls
Egretts trIcolor
Hsematopus pslllstus
Hsl1seetu~ leucocephalus
Pel1canus occid~ltsl1s
Sterna 'antl11arum
Sterna dougallii
roseate sp~onbi1l .
Atlantic ~oggerhead'turt1e
common snook
piping plover
south~asterp'snowy plover
little blue heron
reddi'sh egret,
snowy egret
tricolored heron
American oystercatcher
bald ,eagle
brown pelican
'least tern
roseate tern
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Page 5
BIRD SPECIES CONFRIMED FROM THE DUNEDIN PASS AREA
(FGFWFC, DES. Punta Garda)
Common Name
common loon
American white pelican
broWl) pelican
double-crested cormorant
anhinga
great blue heron
great egret
snowy egret
little blue heron
tricolored heron
reddish egret
yellow~crowned night heron,
white ibis .
roseate, spoonbill
lesser scaup
red-breasted merganser
black vulture'
turkey vulture
osprey
bald eagle
black-bellied plover,
snowy plover
Wilson's plover
semipalmated plover
piping plover
killdeer
American oystercatcher
greater yellowlegs
lesser yellowlegs
willet .
whimbrel
ruddy turnstone
red knot
sanderling
semipalmated sandpiper
western sandpiper
least sandpiper
dun 1 in
short-billed dowitchor
long-billed dowitcher
buff-breasted sandpiper
laughing gull
ring-billed gull
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Scientific Name
Gsvls'lmmer
Pelecsnus erythrorhynchos
Pelecanus occldentalls
Phalscrocorax,aurltus
Anhlnga anhlngs
Ardes herodlas
Cssmerodlus slbus
Egretts' thula.
,Egretta caerules
Egretta tricolor
Egretts rufescens
Nycticorax vlolaceus
Eudoclmus albus
AJaIs sJaJa
Aythys. afflnis
Hergus serra tor
Coragyps strstus
Cathartes aura
Pand!on haliaetus ,
Hallaeetus leucocephalus
Pluvlalls squatarola
Chsradrlus s.lexandrinus
Charadr!us wllsonla
Charadrlus semipalmatis
Charadrlus melodus
Charadrlus voclferus
Haematopus palliatus
Tringa erythropus
Tring~ flavlpes
Catoptrophorus'semipalmstus
Numenius phaeopus
ArenarIa iuterpres
Calldrls canutus
Calldrlsalba
Cnlldrls mlnutllln
Calidrls maur!
'Calidrls mlnutl11a
Calldrls alplna
Lllm1odromus grlseus
Llnmodromus scolopaceus
Tryngltes subruflcollIs
Lnrus nt:rlcl11a
Lnrus dell1warensls
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observed on April 6;
M
migrant spring and autumn
S - swnmer
1993'
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Uriited States IJepartInent-'0f the Interior,
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FISH. ,\~Il \\'11.1 ll.1FE SE H\'IC E
1',0,' BOX 2fii(;'
\'EIW !lEACII, FI.OIUIJA :II.!UIH-2liil;
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April 9; ,1993
Mrs. Rita Garvey
Mayor; City of Clc'arwater
City Hall '
112 Osceola Avenuc South
Clearwater; FL ' 34616
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Dear Mayor Garvey:
We understand that your Clearwater City Commission will be holding a hearing' o~ April
15,.1993~ to consider the dredging of Dunedin Pass; Pincllas County, Florida; to create a,
c,Onnection with the Gulf of Mexico. , ' , '
We wish La point out that we prepared a Fish & Wildlife Coordination Act Report and
Biological Opinion (FWS Log #4-1~86~086) on ;t'similar project which was contained in a
letter dated !v1ay 3;,19,88 to the Corps of Engineers" pursuant to the Fish and Wildlife
Coordination Act and the Endangered Species Act. These documents pointed out the
value of the area to the threatened piping plover; which usc,s the Dunedin Pass area;.
duritlg the overwintering pcriod and other fish and wildlife resources in the area.' The'
Fish & Wildlife Service rccommcnded against thq Dunedin Pass project and continues to
rcc~ll1l11clld this position.
Thank you for the opporlunity to provide this information. I f you have further questions
011 this maller, please contact Joseph O. Carroll of my staff (407-562-3909).
Sincerely Yours, '
'~d~~~J/
qavid L. Ferrell \
Field Supervisor '
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RECEIVED
APR t 2. 1993
CITY CLUK DEPT.
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RECEIVED
APR 1 2 19~3
CITY CLERK DEPT.
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HE: UUN.I1:UIN lJA;:j;.j
"
1. Jaclt .b:ckerd stated "Boat 'braffic travels l~orih and i:)...."+,,.
, .
011 thc~ Intra tJoastal viuterWo.ys.
,
This of cour8e is their only option. If the Fass were opened
'the majority of the boat traffic ....'ould travel West .thru the pass"
reducing polution ~,.J cauDed by so many brid~e openings.
2.'1Ihe Environmentalist:::' state Nature, clol:led the. .pass, 'iJrong.'
Il'he construction of" Island Estates and the i~'1emorial Caus,eway
brought about the closing of 'the Pass, 'diverting the flow
of ~ater to the Clearwater Pass.Bridge" eroding and
undorm~ning the structure wi th result, a laul ti million
dollar expenns' t~ the ia~p~yer.
, '
:3. "f/here are the l~nviI'onmentalists whl:!!1 .I,:~port8 are published
stating the ::.iea liru:uG is uyinf-?; in the .lJ'-l.Y und with ita
declin6 in fi8h, crab~ und all sea lif~.
4. The residen ts of' ISland ~stateu were up in arms when they
did not like t'he '\'lord f'!{~;;;'l\IGluU~ I on the ~ntrYVlay tiign.
It Vias changed.' \';hen it comes to "'latching Jt. Josephs Bay
I 0 . ,
die and alonB with it th~ir property values, they do nothing.
5. The 6hosen few who live on a private road at the e~of
NOJ:'th Deach could cure less ,11' tho .l.lu,y ~8 det(n,:'iorating
to the point of 'being 0. large septic tank. Their prppertles
all face the beautii'ul clean Gulf.
6. l'/Jaintaning the openinu; would not be the exagerated expense
stated. '11he Hystem ulJed at Ultimar, lJonggard 'rubes, A ~uropean
.
'rechnoloB.Y worl;:cd beautifully c.h1."ing tho ;';"fU!\II! UJ." 'I-1L.c: CJ~!~'l'UHY.
~hynot for the pus~~.
7. 'Ira ,benefit u' few in.fluentlal f;':llnlJ.ie~l, a g;reat tl"UV8Gty is,
being pel"pertJ:'uted on the publi~ ~::ho would. like to enjoy'
biru ':!utching, 1'1::.:h111I:., SWLntlling, boatinu; and U I'eful};e fo1:' boaters
eccaping the storms.
IE: the iJl"'oteci:inn of ]J,L'n and vfishes IJf '~he .llli::ijority so
unimportant t~ ~ha cho~en few~
YOur:.., truly ~,1 ' , I. (.. 'J
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LOG.A.Nt' INC.
RECEIVED'
APR 1 2 1993
CITY l,,;l..tiU( DEPT.
G1DNERAL OONTRAOTORS
110e ELDRIDGE STREET .' CLEARWATER. FLORIDA 34615 ,. 18131446.2184 . ~AX 18131 461~2093 ,
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April 9, 1993'
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, ~1s. Cynthia E.' Goudeau CMe
City of' Clerk '
Ci. ty of Clearwater .
P.O. Box 4748 .
~learwater, FL 34618-4748
Dear Ms~ Goudeau:
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I am a ,life long resident of ,Clea~~ater and I am a strong supporter
of opening 'Dunedin Pass.
I am also a fisherman and a boater and have observed the quality of
water in Clearwater deteriorate since the pass closed. I am a
resident of Island Estates and know 'hO\~ bad the bay water has become.
The grass and marine life in the pass area has disappeared and become
a body of stagna~t \~ater.
I believe that the opening of Dunedin Pass would benefit all of
Clearwater and make our ,bay again clearer and more usable by all
the citizens. '
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APR I ~'1993 "
CITY ~ Din.
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" 9Ynthia F,' Goudeau, C.M,C
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, City of Cleal'V\fater ~.O.Box 4748
Clearwater, Fl. 3641 8-4748
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Dear Ms. Goudeau:
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I prot~!it the attempt to re-open Dunedin Pass.
Once you start spending money on such: it will never end because
th~ natural flow of sand is NORTH and there will be a continual
n~ed for MORE money to keep it op~n. ,
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We have lived on the beach for 12 years and, know, first hand. of the
movement of sand.
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APR 1 4 1993
DIRECTLY ON THE GULF OF MEXICO
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MOTEL-APARTMENTS
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464 NORTH GULFVIEW BOULEVARD
CLEARWATER BEACH, FLORIDA JJS1S
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FnED E, MAnQU'8 CITY ClERK J AN 1 3 ,SB3
COUNTY AD""NllITAATon
':1
January 12, 1993
City Man"'gN
'dU N Q. ~: t')
,~O~
Mr. Michael J. Wright
City Manager
City of Clearwater
Post Office Box 4748
Clearwater, Florida '34618-4748'
Dear Michael:
I have now had an opportunity to further discuss with Chairman Rainey the
City's request that Pinellas County take additional action to'~formalize
its position relative to the maintenance of Dunedin Pass. '
Please be advised that it is the Chairman1s position that no further'
action is required by the Board of County Commissioners in this matter.
As previously stated, the Board does not support the City's desire to
open Dunedin Pass and will become involv~d only in the maintenance of the
Pass as part of' our ongoing beach nourishment program. Specifically, in
the event the City successfully obtains the permits and opens the Pass.
the, County would request that the Pass be utilized as a borrow site for
replacement sand require~ in the normal beach nourishment program of the
County. The County waul d peri odi cally remove sand from the Pass as part
of the associated beach nourishment activities.
I hope this letter further clarifies the County1s position on this matter.
Sincerely,
cc: Chairman & Members of the
Board of County Commissioners
(~
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\at>>' PRINTED ON'RI::CYCI.EO PAPER
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Decemb~r 8t 1992
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,Mr. Fred Marquis
Pinellas County Administrato'r
315 Court Street
Clearw,ater, FL 34616
Dear Fred:
'. , i J
Attached are two engineering opinions regarding potentiat success of obtaining t!lenecessary
permits to open Dunedin Pass. In 'addition, one oflhe reports speaks to the construction and
m,airitenance costs of the project should it be permitted.
Would you please advise the City 'what the COllntis position is regarding potential cost
sharing in attempting'to obtain the necessary permits as well'as whether or not the County
wou'ld assume the construction and maintenance costs' if the permits are acquired. '
Please advise if I can provide additional information.
~rere~~ I '
~ThR~.
Michael'J. Wright
City Manager.
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COAS1AL' EINIIlONMttIML' CIVIL' ENG1NEERlrm AND PlANNING
800 201H PLACI:. SUI1E 6. VErlO BEACH. FLORlo.\ 32960 (407)562-8580
59600
December 1, 1992
PUBUC WC" !<PARTMENT
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FRA UTIL rlfG TR.'\NS r:NV
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C fiN 0 JRL 0 MH 0 011
corlE$ TO:
m.!:
wIr. Bill Baker, Director
Public \Vorks
CITY OF CLEAR'VATER
P.O. Box 4748
Clearwater, FL 34618-4748
RE: DUNEDIN PASS
r':~:\-.rr-\~;; -\~.~ 0 \'! ',r~' 'II: ~~
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Dear Mr. Baker:
Per youi' authorization, we are pleased to submit this letter report regarding the feasibility
of re-opl:ming Dunedin Pass. In general, we have concluded that: '
(a) obtainment of permits will likely require, 2 to 4 years at an estimated cost of
up to $400,000; ,
(b) the initial cost of opening the Pass is estimated at $920,000;
anti (c) annual costs to maintain the Pass are estimated at up to $275,000 per year.
In my judgement, I estimate that there is n 75% chance that permits may be obtained under
the scenario described herein. If the City pershas through legal action~ I believe permits
would eventually be issued. Based on my review of City l1microfilm filesH and Pinellas
County files, ph~ase note the foilowir:g:
PAST PERMITTING 'EFFORTS
In 1984, an application for permits were submitted by Pinellas County fur the removal of
shoals within the Pass. The 1984 permit application received a negative response from the
State of Florida Department of Environmental Regulation (DER); the local Regional
Planning Council recommended denial; the US Fish and Wildlife Service (F&WS) cited,
pOtential adver~e impact to foraging habitat of the Hpipling plover" (a threatened species)
and encouraged the use of Hurricane Pass and Clearwater Pass to meet navigation needs.
Prior to resolution of issues, this application was withdrawr: by the County.
In Murch, 1989, the ballot for elections held within the City included a "straw ballot"
question regarding whether the Pass shouid b~ opened. A total of 5,541 voted for opening
the Pass; 2,793 voted against opening the Pass.
On November 21, 1990, a joint permit application was submitted by Pinellas County to the
DER, the US Army Corps of Engineers (USACE), and State of Florida Department of
Natural Resources (DNR). The application requested permits lito re-establish a navigable
connection between north Clearwater Harbor and the open Gulf of Mexico." The proposed
new connection cited in the application was about 1,500 feet south of the most recent
"natura!" location of the Pass. The application cites this location as desirable so as to
minimize adverse impact to natuml resources and improve the stability of the Pass. 1)le application
VERa BEACH · CORAL' GABLES · FLORIDA
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included a 23 page "Project Narrative" which provides justification of the proposed project
and inclmles summaries of various studies and reports prepared in conjunction with the
project design. A total of nineteen exhibits were included in the application. Table 1
identifies the exhibits included within the application which included studies made in
conjunction with past design and permitting efforts.
TABLE 1: DUNEDIN PASS PERNIlT APPLICATION EXHIBITS (November, 1990)
',:,:, :',' EXHiBiT;:":::'::"
.... ...
. ,'DESCRIPTION..
.. ,
........ .. ....
1
2
3
4
5
6
7
8A
L_ 8B
I 9
10
11
12
13
14
15
16
17
18
19
Application FormlProject Narrative
(Pinellas County, Public Works Division)
Project Sketches (PincIlas County, Public Works Division)
Aerial Photos
Historical Aerial Photos
Topographic Survey (Pinellas County, Public Works Division)
\Vate:r Quality Data (CH2M Hill)
Sediment Data (George F. Young)
S1onitoring of Shorebirds and Upland Habitat
i M~~~?ring of Performance of Pass
Hydrographic Report (Dr. Ross et aI, USF)
Avifaunal Report (Biological Research Assoc., Inc.)
Beach 'Mouse Study (Conservation Consultants, Inc.)
Current Nleasurements & Sediment Analysis
(Dr. Richard Davis, Georad)
Seagrnss Study (Dr. Clinton Dawes, USF)
An Evaluation of Opening the Pass (Dr. Robert Dean, UF)
Statistics Concerning Boats and Bridge Openings,
Clearwater Harbor
Dept. of State ~ Letter Citing Absence of Historical Sites
Support of Clearwater Marine Science Center
Referendum Results, City of Clearwater
Resolution of Support - City of Dunedin
-~ 2
t;)COASTAL .TECH
COASTAL. ENVIRON MEN fA!.' CIVIL' ENGINEERING AND PLANNING
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Subsequent to the County's submittal of the permit application in November, 1991,
responses were received by the County from the following agencies:
(1) ,DER (12/26/90), .
(2) 'DNR - Division of State Lands (DSL) (12/27/90),
(3) DNR - Bureau of Coastal Engineering and ,Regulation (CER) (1/4/91),
(4) Florida Game and Fresh Water Fish Commission (FGFC) (1/15/91).
The FGFC letter recommended denial due to potential adverse impacts to habitats of
shorebirds, sea turtles, and manatees. The other responses outlineq requirements to
complete the permit application and cited issues to be resolved. On February'12, 1991, the
Pinellas County Board of County Commissioners voted to withdraw the application; the
application was subsequently withdrawn and permitting efforts ceased.
ADDITIONAL PERMITTING REQUIREMENTS
, Subsequent to the November, 1991 permit application submittal, State agencies completed
their initial review of the applicati9n and ~dentified additional items required to complete
the application so as to allow for final review and agency action. The following summarizes
the additional requirements posed by each agency:
. DER: In general, clarification of drawings, datu~ and the project narrative constituted the'
majority of information requested by the DER (lerter dated 12/26/90); this clarification
would not be expected to require (lIlY field work but would require some drafting ,time
(perhaps up to 80 man hours): clerical time (up to 40 man hours) with coordination and
narrative clarification by the project manager (up to 40 man hours). Other information
requested (or apparently required) by the DER is summarized in Table 2.
The existing water quality data (Exhibit 6) was collected when some water was still bdng
exchanged through thrl Pass (prior to 1991). The Pass is now closed ~ it may be desirable
to obtain additional data now that the Pass is fully closed; this data may further justify the
opening. Even if the above information is provided to the DER, DER staff may still
recommend denial. A hearing request may be necessary under the auspices of Chapter 120
of Florida Administrative Code. This hearing would result in a recommendation to the DER
Secretary based on fa~ts.
~'-. 3
~COASTAL TECH
COASTAL. tNVIIlONMENTAL' CIVIL' ENGINEERING AND fV,NN1NG
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TABLE 2: DER . ADDITIONAL PERMITTING REQUIREMENTS
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:'':':;'ITEl\t\':'' 'l.i :DER'::: :,::-:,',' " ' DESCRIPTION', ':..:~' : "".,,:,'.., : : :, ,::,:: COM.MENTS ::",:: : ;.:<
::;: >,")::;:';,:.':'n jTftM:',':,:' '," ' ',,':::..',,: ,',.. ;:', " ,'," 'n' .:..,,':-:-': ::,,':,:':.:;:::':':,>::',::',,;,::";;:, :,';:
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The llequilibrium" profile for the
nourished beach.
A "variance" request for a turbidity
mixing zone.
A map depicting the boundaries of
properties surrounding nnd
including the site of the proposed
Pass.
,A map showing seagrass beds
within 1,000 feet of excavation nn~
fill areas including percent cover
or biomass.
A benthic survey of excavatio,n and
fill arens.
A sur...ey of fishes on the bay side
of the Pa~s.
Bird use of the project area over
the past 1.0 years.
Shoreline history of the project
area.
Projected ebb shoal growth rates.
Relatively straight
forward - can be based on
existing data '
Requires a formal request. '
Predominantly compiled by
County - some field work
required.
Can be done with aerial
photography and
groundtruthing.
NIight be deleted;
otherwise expensive.
Straight forward.
"'auld he based on casual
observations.
Available from DNR -
Bureau of Beaches and
Shores.
Speculative estimates could
be prepared - perhaps
based on historical aerials.
DNR.DSL: The State owns all lands below the mean high waterline submerged'lands. The
creation of a public navigation channel across these State lands requires a public easement.
By letter dated December 27, 1990, the Division of State Lands has identified, the
requirements for obtainment of a public easement; the primary requirements are
summarized in Table 3.
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rt)COASTAL TECH
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COASTAL · ENVIRONMENTAl. . CIVIl. . ENOINEE RING AND PLANNING
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TABLE 3: STATE LANDS": PUBLIC EAsErvrENT REQUIREMENTS
'iTEM' ::\'::'::,.:; :',',','<::<":' DESciuPTION:' ','::.,:..", .. , , "',:, ":' '::cOMrviENts,:,:::~:~',::.,:: ,,::',:::,::,:,',.:::,;
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1 I1Demonstration of sufficient title Project area is privately owned;
interests in riparian upland condemnation proceeding may be
propertit required.
2 US Army Corps of Engineers This permit would very likely be
permit issued after obtainment of DER
permit.
3 11 ...local government approval May be addressed by City or County,
...consistent with...comprehensivc
planl1
4 DER permit The DER permit is primary hurdle.
5 Easement survey County appears to have established
adequate survey control.
6 Public Interest A'isessment The "Project Narrativel1 provides the
basis of this assessment.
7 :1 ...affidavit of no objection from the Edwin R. Hunter (property'owner)
affected adjacent property ownersll oiJjected to the 1984 proposal to
remove shoals from Dunedin Pass;
, property may need to bt:; acquired
through condt:mnation proceedings.
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DNR-CER: In addition to the information reqllired by the DER and DNH.~DSL, the DNR
Bureau of Coastal Engineering and Regulation required additional information as identified
in a letter dated January 4, 1991. The principle additional information required was an
Itlnlet Management Plan for the proposed Dunedin Pass". In 1992 the DNR adopted new
rules which supersede the letter of January, 1991. These rules (Chapter 16B-41 F.A.C.)
require an' Inlet Management Plan within "two years from the date of issuance of the
permitH. However, to complete an application. the rules require the following information:
1. A description of the physical char:lctcristics of the inlet;
2. A sediment budget for the inlet;
3. An analysis of the stability and hydraulic characteristics of the
inlet including current velocities, tidal prism, and current
patterns of the flood and ehb tides;
4. A description of the wind and wave climate in the area of inlet
intluence.
5. A description of the sediment characteristics of the inlet and its
related shoals;
6. The influence of 'existing mnnmade structures;
7. The current and historic shoreline erosion and accretion trends;
.~ COASTAL TEe"':
COASTAL, ENVlnONMEUTAL . CIVIl. . ENGINEERING AND PlANNING
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8. A statement of performance objectives and an analysis of the
expected affect of proposcd coastal construction on the coastal .
system and marine turtles within the inlet area of influence;
9. ' An analysis of available alternatives to the proposed coastal
construction, including the no action alternative, on meeting the
stated performance objective and any related affects on the
coastal system or marine turtles; and
10. A demonstration of thc anticipated benefits of the coastal
construction.
These items have been predominantly alreatly compiled by the County ,Within the various
exhibits submitted with the November, 1990 permit application. ' '
COSTS TO OBTAIN PERMITS
The following summarizes ~stimated upper limit COSts to obtain p~rmits based on our
experience with consultant fees for comparable work.
TABLE 4: COSTS TO OBTAIN PERMITS
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DER
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DESCRIPTION
Sub Total
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"COST,:,
$ 12,500
S 2!500'
$ 1!500
$ 3:500
$ 5,000
5 40,000
$ 6,500
$ 3,500
$ 2,500
$ 10,000
$ 87,500
$ 12,500
Clarificn tions/coord ina tion
Equilibrium profile
~lixing zone variance
Property boundary map
Seagrass map
Benthic survey
Fishes survey
Historical bird use
Shoreline history
Ebb shoal growth
Additional water quality data
120 hearing
$100,000
Sub Total $200,000
20% contingencies $ 40,000
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DER:TOTAL '$240~OO'O:: ",::,,',,',:.,:..'
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€)COASTAL TECH
COASTAl. ' ENVIRONMENTAL. . CIVIL. ENGINEERING AND PlANNING
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TABLE 4 (CONTINUED): COSTS TO OBTAIN PERMIrS
DNR - Riparian interests (collllemnation proceedings) $ 50,000
State Lands
US ACE pertnit (coordination)
Local government approval
DER permit
Easement survey
Public Interest Assessment
Affidavit of no objection (condemnation
proceedings)
$ 25,000
$ 2,500
(see above)
$ 20,000
$ 2,500
(see ab~)Ve)
DNR-
CER
Sub Total $100,000
20% Contingencies $ 20,000
..", ':, '::" "DNR - STATELAI'fDS:TOTAL- ::'$i20,O'OO:',:~"
Compilation of uata and coordination $ 40,000
TOTAL'PERMITTIN(;,'COSTS, '$400,000,,'
COSTS TO OP1~:--f THE PASS
The Pass was proposed to be predominantly excavated by use of a dragline and trucks
opera.ting from the uplands. Based rm the "Project Narrative" about 88,528 cubic yards of
, material ,would be excavated by dragline from the bay side and "land cut", About 10,107
cubic yards was estimated to be excavated ,by hydraulic dredge from the Gulf side of the cut.
Most all of the excavated material is expected to be beach compatible material and would
be placed on the beach. About 3,000 cubic yards of material is projected to not be beach,
compatible and would be hauled to an upland disposal site. In addition to excavation and
beach fiJI, planting of seagrasses and spartina and removal of'exotics are proposed. '
Monitoring for historical resources and monitoring of water quality will also be required
during construction. An Inlet Management Plan will also be required within two years.
Table 5 summarizes the estimated first costs for opening the Pass. '
.COASTAL TEC";
C~STAl. . ENvmONMENTAl' CIVIl. . ENGINeERING AND EUNNING
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DRAGLINE EXCAVATION
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HYDRAULIC DREDGING
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Planting!Remova] of exotics
Monitoring
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$ 20,000 $ 20,000
$ 5.00/ey $442,640
$ 50,000 $ 50,000
$ 4.00/cy $ 40,428
S 100,000 $100,000
$ 25,000 $ 25,000
Sub Total' $678,068
20% Contingencies $135,613
Sub Total $813,681
Say $F :0,000
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, Inlet Management Plan $100,000
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',TOTAL' $920,00.0:'
Following the opening of the Pass, annual CLJsts to keep the Pass open and mitigate impacts,
to surrounding beaches may be expected to be on the order of $200,000 per year; this is
based on estimates for other pass~::; with comparable net longshore, transport rates at about
40,000 cubic yards per year. Monitoring costs associated with surveys and resource mapping
may be on the order of $50,000 to $75,000 per year. Thus, the total annual costs. for
maintenance of the Pass may be on the order of $275,000 per year. These costs would likely
decrease if future monitoring requirements are reduced and maintenance dredging is
conducted in conjunction with other dredging activities within the County.
The principle objections to the opening of the Pass appear to be based on potential adverse
environmental impact. There are clear and tangible public benefits that would be realized
. by the opening of Dunedin Pass. As such, it is my general opinion that permits would be
obtained if the City persisted via legal action beyond the identified requirements.
It may be desirable to re~evnluate opening the Pass in its most recent "natural" location.
This may circumvent upland property contlicts and meet ttriparian interestU requirements.
.COASTAL TEC~
COASTAL' ENVIRONMENTAl.' CIVIL' ENGINEERING AND PLANNING
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, CAMP DRESSER & McKEE INC.
onvlronmental Dna/nears, sc/enllsts,
planner#, & montlgumonl consultonts
19345 U.S. 19 North. Suilo 300
CIOl1tWDIOf, Florida 34624
813 530.9984
, July 22, 1992
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Mr. William C. Baker
Public Works Director
City of Clearwater
P.O. Box 4748
,Clearwater, Florida 34618-4748
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PUBliC 'tiC',C:~S 11(!'t.~ i~E1[
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RE: Dunedin Pass,
,CDM PN: 6349-19-EX,
Dear Mr. Baker:
At the request of the City of Clearwater, Camp Dresser & !vIcKce, Inc. (~DM) has
completed a review of issues surrounding the proposed reopening of Dunedin Pass. This
letter summarizes our revie\v and specifically addresses the following items:
o Historical Background / Previous Studies and Permitting Efforts
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o Regulatory Agency Review
o Additional Permitting Tasks and Probable Costs
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o Permitability'
o Initial Project Costs
o Annual Monitoring and Maintenance Costs
The intent of this letter is to provide the City with information to assist in future
decisions regarding 'the proposed reopening of Dunedin Pass.
SummaI)'.
From 1986 through 199q, Pinellas County authorized a number of studies intended to
evaluate impacts of,the proposed reopening of Du~edin Pass. These studies concluded
that the proposed reopening would result in improved water quality in the southerp
portion of 81. Joseph's Sound and in vcry minor reductions in the volume of water
passing through Clemwater Pass during each tide cycle. Studies of the 'impacts on nesting
and feeding habitats of shorebirds suggested a mixture of beneficial and adverse impacts.
In November 1990, Pinellas County submitted a Joint Application for Works withi~ the
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July 22, ~992
Page 2
'Waters of Florida. After receiving initial comments from regulatory' agencies, the Board
of County Commissioners on February '12, 1991 voted to withdraw the permit
application. ' '
Based on a review of the information available, we estimate the 'cost to address all,
permitting issues raised in the initial regulatory review would be in the order of
$325,000 to $425,,000. We estimate that the probability of successfully permitting this
project 'to be less than 50 percent. The costs for dredging to. reopen the Pass are
estimated to be in the order of $2,000,000. Annual costs to ensure that the Pass
'remained navigable and, also, complied with probable permitting conditions are estimated
to range' from $400,000 to $600,00 per year as follows:
Historical Background I Previ(~\Is Studies and Permitting Efforts
Closure of Dunedin Pass occurred in 1988 as a result of both natural and man-made
changes, including:
o Construction of Memorial Causeway and Honeymoon Island Causeway
o Creation of residential land areas within the former area o( Cleanvater Harbor
through dredging and filling activities
o Opening of Hurricane Pass in 1921
o Widening or Clearw~ter Pass
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These changes reduced the volume of water passing through Dunedin Pass during each
tide cycle (tidal prism) and gradually limited the ability of the Pass to clear itself of
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July 22, 1992
Page 3
deposited sand. Deposits of sand led to further reductions in inlet cross-sectional area
and tidal prism. The rate of closure accelerated due to the impacts of Hurricane Elena
in 1985.
The United States Army Corp of Engineers (COE) recognized the instability of Dunedin
Pass and, prior to 1980, began considering improvements to the Pass. In 1982, also, the
COE was advised by the State of Florida that the permitability of proposed improvements
was uncertain. In 1985, COE prepared a project reporL and environmental assessment
for proposed navigation improvements at Dunedin and Hurricane Passes. The report
recommended navigational improvements to Dunedin Pass contingent on the acquisition
at permits by a local sponsor of the project. The report estimated that the initial
construction cost of these navigational improvements was in excess $1.4 million.
In 1986, Pinellas County authorized a study by the University of South Florida (USF)
which evaluated the impacts of proposed improvements to Dunedin Pass. Based on
modelling results, the report concluded that Dunedin Pass could be restored to a stable
condition by enlarging the submerged cross-section to 3,000 square feet from the then
current 1,000 square feet. The repnrt also concluded that the combined tidal prism of
Clearwater Pass, Dunedin Pass, and Hurricane Pass would increase by 2.7 percent in
response to the proposed improvements to Dunedin Pass.
Pinellas County subsequently developen a preliminary design fora reopened Dunedin
Pass having a submerged cross-sectional area of 1,500 square feet. An evaluation of this
design was prepared by Dr. Robert G. Dean of the University of Plorida. Dr. Dean
. prepared hydraulic models of Clearwater, Hurricane and the proposed Dunedin Passes.
The calculated tidal prisms and maximum velocities were substantially different than
those contained in the earlier USF study. However, both reports predict that only minor,
reductions in tidal prisms and velocities through Clearwater and Hurricane Passes would
result from the proposed reopening of Dunedin Pass. Dr. Dean concluded that velocities
through the reopened pass would not be sufficient to prevent sand accumulation.
Preventing channel closure or migration would require an ability to bypass sand at a rate
of approximately 3,000 cubic yards per month from the south, side of the inlet to the
north siae. The report predicted an annual dredging cost of $200,000 to $350,000 and
an annual monitoring cost of $100,000 to $150,000.
Pinellas County authorized additional studies addressing impacts on ,water quality,
seagrasses, shorebirds and terrestrial organisms. Positive impacts on water quality and
, seagrass bed development throughout the southern portion of 81. Joseph's Sound were
anticipated based on improved tidal flushing and increased tidal prism. Both positive
and negative impacts on shorebirds were anticipated. The positive impacts were
associated with the isolation of nesting and feeding habitats north of the proposed Pass
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July 22, 1992
Page 4
from vehicular and foot traffic from the northern end of Clearwater Beach. Negative
impacts were associated mainly with the immediate loss of up to 5 acres of nesting and
feeding habitat resulting from construction of the new pass.
In November 1990, Pinellas County submitted a Joint Application for Works within the
Waters of Florida. The application cited supporting information contained in the reports
described above. Pinellas County received requests for additional information from the
Florida Department of Environmental Regulation (FDER) and the Florida' Department
, of Natural Resources (ONR). On February 12, 1991 the Pinellas County Board of
County Commissioners voted to withdraw its application for a permit to reopen Dunedin
Pass.
Regulatory Agency Review
Regulatory agencies with review authority over this project include COE, DER, and
DNR. In addition these agencies m'ay request input from ,the Florida Game and Fresh
Water Fish Commission.
The additional information requested by DER and DNR after initial review of the
application generally falls within the following categories:
o Clarification of information submitted in support of the permit application
including accurate delineation of project limits, state-owned lands and private
property.
o Additional evaluations of the terrestrial and aquatic systems which would be
impacted by the proposed project including development of a sea turtle protection
plan.
, 0' Procedures for maintaining compliance with water quality standards during the
course of construction.
o Evaluation of long-term water quality impacts on the Gulf side of the Pass.
o Estimated rates of formation of the. ebb shoal and rates of erosion or accretion
of shorelines north and south of the Pass. (It is the policy of DNR not to approve
alteration or maintenance of an inlet or pass unless it is demonstrated that the
propose~ activity has no' net erosional impact on adjacent beach/dune systems). '
o SubmiUal of complete plans and specifications.
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July'22, '1992
Page 5
o Submittal of an Inlet Management Plan 'which includes a long-term plan for
management at sand and a plan for mitigation of adverse impacts to sandy
beaches' of the Slate~
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The proposed mitigation plan must adequately mitigate for impacts to habilats
affected by the proposed construction.
The Florida 'Game and Fresh 'Vater Fish Commission conducted. a' site inspection and
, submitted its findings and recommendations to COE. The Commission recommended
against permit issuance based on anticipated impacts to habitat for threatened and
c endangered species and due to the availabil ity of allernale navigational access to the north
and south of the proposed project site.
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Additional Permitting Tasks and Costs
Continuation of this project to the conclusion of permitting issues involves a number of
'significant ~sks. A summary of these tasks and preliminary cost estimates is presented
below:
,0 Inlet Management Plan ($100,000 - $150,000)
o Additional biological evalualions ($50,000 - $100,000)
o Additional land surveying ($50,000)
o Additional modelling ($50,000)
o Collection of historical data regarding ralesof shoreline accretion/erosion
($50,000)
o Preparation of applicalion ($25,000)
The tasks listed above are those required to address items included in the initial requests
for additional information bY,DER and DNR: Additional requests for information should
be anticipated.
Pcrmitability
, Prior to final Closure of Dunedin Pass in 1988, continuous erosion of beaches along the
entire length of CaIadesi Island had 'resulted in a net eastward movement of the Calndesi
Island shoreline. According to DNR staff, ~eaches along the southern two~thirds of
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July 22,' 1992
Page 6
Caladesi Island 'have now stabilize{) and possibly have begun to advance. As early as
1982, the State indicated doubt over the permitability of a project which would alter
Dunedin Pass. In consideration that the Pass has since closed naturally and adjacent
beaches have stabilized, it is reasonable to conclude that potential for successfully
permitting this project is now less than 50 percenl. '
During the course of the initial regulatory agency reviewf public response to this
, . application was requested. According to DNR staff, responses \\!ere approximately 50
, percent in favor and 50 percent opposed. In consideration of this level of opposition it
is'rcasonable to assume that public hearings would be conducted prior to permit issuance.
Initial Proiect Costs
The 1985 COE project report estimated that the initial construction cost for
improvements La Dunedin Pass was in excess of $1.4 million. At the time of report
preparation, Dunedin Pass was a marginally navigable pass. Pinellas County estimated
that the volume of material to be excavated in creating the proposed pass was
approximately lOOfOOO cubic yards. Of this amollnt approximately 97 percent was
judged suitable for beach nourishment. The remainder would b'e hauled to an upland
disposal site. Based on the previous COE cost estimate and on the volume of material
included in this proposed projectf it is reasonable to consider that the current initial cost
of construction is no less than $2 million. The pot~ntial for joint funding of this project
, by COE is currently considered Lo be low. It is a current policy of COE not to
participate in funding for projects where more than 50 percent of the estimated dollar
value of project benefits are categorized as recreational.
Annual Monitoring and Maintenance Costs
The evaluation prepared by Dr. Dean of thc University of Florida estimated that the
annual cost of dredging was in the range of $200,000 to $350,000. Dr. Dean also
estimated that the annual cost of monitoring inlet dynamics was in the range of $100,000
to $150fOOO. The annual costs were predicted to decline by the fifth' year after project
completion due to the availability of a well-developed data base. Additional' costs
associated with required monitoring of watcr quality and ecological systems are difficult
to predict. However, it is not unreasonable to assume that these costs would exceed
$100,000 per year.
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July 22~ 1992
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, We hope that this letter provides sufficient information to meet your requirements. Please
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CAMP, DRESSER &'McKEE INC.
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Dear Mayor Garvey and Commissioners:
I would like to talk about bridge traffic and also the economics of the
project.
One complaint dredgers often mention is traffic on the Clearwater
Memorial Causeway and the opening of the drawbridge for boats.
Crossing the brIdge is part of living on Florida's coast. This dredging
project may offer temporary rellef for motorists. But will future increases
in boat traffic and new marina construction actually make traffic worse?
Why not accept an 'occasional delay? Turn off your engine. When
you cross the bridge every day you forget how beautiful it is on the water.
Take the time to enjoy the scene. Remember how many people COlne from
allover the world to see it.
An argument for dredging is that it will improve water quality in St.
Joseph's Sound. This is yet to be proven. If the city commissioners are
really serious about cleaning up the Sound) we could start now to use some
of the proven methods of preventing the pollution from entering the Sound
In the first place.
Instead of dredging to move the pollution into the Gulf at a cost to
taxpayers of millions of dollars, there are better ways of preventing the
pollution without placing an initial burden on the taxpayers.
The Tampa Bay Repair Kit contains many such ideas which have a
dramatic effect on water quality, yet cost little or nothing to home owners
or government to implement.
These ideas are being put into effect in several neighborhoods right
now. By giving good advice to home owners the city can avoid all the
unnecessary fertilizer and pesticide run off that pollutes St. Joseph's in the
first place.
One example is lawn fertilizer. People who spend $300.00 and up to
have a liquid fertilizer lose much of that benefit when the rain washes it
into the creeks and bays.
Better landscape practices such as use of a slow release fertilizer will
help the water quality and also save the homeowner money.
Even if dredging would move some of the pollution into the Gulft it is
not a solution unless we stop the pollution at the source.
The Initial and continuing environmental damage from dredging and
the initial and continual costs to taxpayers makes dredging Dunedin Pass a
losing proposition.
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2165 Campus Drive
Clearwater, Fl. 34624
Dear Mayor Garvey and City Commissioners,
I shall speak on the STR1\\'/ YarE.
One of the misconceptions is about the City of Clea~vater's t~arch,14th, 1989
election which included on the ballot a straw vote on the Pass. ' The memo in
favor of dredging mailed in the City utility bills ,to residents contained de-
ceptive and misleading information. The vote question was: "If the environ-
~ental concerns are adequately addressed are you 'in favor of opening the Pass.1I
"
'A majority of People in the City were not acquainted with the ,Pass nor with
the environmental issues involved concerning the Pass. The vote was 5,541 -
2793' in favor of the question. ' This is '9 per cent of the registered City
voters. According to the Board of Elections the registered voters'of the City
are 58,533'. The 1990 census for the population of the City is 98,800. NmT
the 5,541 voting for the opening represents 5 per cent of the city population.
,The registered voters of Pine11as County are 514,583. One per cent of the'
voters of pine11as voted in favor of the dredging. ,The 1990 census 'for the
County POPUlation is 893,000. This ends up 6'hundredths of a per cent of
all COlli1ty residents.
"
IN VIEW OF THE City nnd County number of voters and of residents, ,the ballot
vote of 5541 in favor of the Pass is too small to be considered.
In addition to this, on June 27th, 1989 the Secretary of the Florida Dept. of
Environmental RegUlation, Dale Twachtman, responded'to a letter from City
Manager" Ron Rabun thus: "We understand that the 2:1 margin of public ,approval
in the stra,., ballot is a strong factor in your request for approval. Hm'lEWer,'
our permitting process requires that the project pass other criteria such as
protection of ,vater quality and wetland habitat and function in addition to
public safety and "TelEare. 11,
. ,
THE STRAW BALLO'r VOTE IS NOT A VALID REASON FOR DRECGING DUNEDIN PASS.
Enclosed are Secretar.y T\~chtman's letter and also a response to the, City'S
memo by five Environmental Groups: League of Women Voters of Clearwater,
SUncoast Sierra Club, Florida Chapter, Clea~'later AudUbon Society,' ~uncoast
Seabird Sanctuary, and the St. Petersburg Audubon Society. . These' I ldll
leave with the Secretary for reference.
Sincerely yours,
"
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DREDGING DUNEDIN PASS IS NOT
A RESPONSIBLE ACTION
It is a scapegoat for the right solutions to problems unrelated to
the Pass's closing.
Here are the issues to consider.
COSTS
Experts say thai the Pass Is naturally closing be.
causa tho hydrodynamics 01 tho coastal system
no longer support Its remaining open. Thoreloro,
We Initial estimated costs whIch ore already In
ellcess 01 $1.1 million will bo compounded over
nnd ovor as the Pass continuously fills In, The
costs to the CIty and County 13xpayers as well as
to the envlronmont will keop escalating.
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ENVIRONMENT
The Dredging 01 Dunedin Pass would cause dras.
\Ie short andlong 'erm damage and change to 'he
pristine ecosystem of beach dunos, 01 bay wet-
landS with mangroves and seagrass logoons and
of mud and sand f1ets that form tho habltal lor
thousands of shore and sea bIrds and marine Ufe.
Few such producllve habitats are left In this area,
The erosIon 01 Caladasl and Clearwater beaches
Is another danger 01 dredging.
WATER QUALITY
DredgIng would provIde only mlnlmalllush\ng that
would not cloan Clearwater Harbour. Dllullon with
water doe!! net Improve waler Quality. To nlean
the Herbour the Stale mendated upgrading 01 the
Morahall Street Sewage Treatment Planl which
emptfas Into Clearwater Harbour and 01 the Storm
Walar Managomenl Program must be Imple-
mented.
BOAT CONGESTION AT
MEMORIAL AND
CLEARWATER PASS
DRAWBRIDGES
This Is largely a weekend problem. Intercoastal
Waterway treNlc would not use Dunedin Pass.
Boalers to the north and south would nol use it.
Primary users would be trom the vicinity 01 Island
Estates.
CLEARWATER ,PASS BRIDGE
FAILURE
ThO closing of Dunedin Pass Is not the cause 01
Clearwater Pass Bridge failure nor will tho dredg-
Ing prolong the bridge's life. According to the
CllY'S hIred 1998 study, the Bridge was poorly de.
sIgned and Invites erosIon. The Bridge and Pass
have a long documented history 01 mistakes thaI
cause scouring. erosion and accelerated WIlier
flow.
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BOATER SAFETY~.'~'
The prollimlty and number 01 open Inlets provide
more boater salety than Is available along other
sections of this coast. Deep draft and large boats
, could nol use Dunedin Pass.
EFFECTS OF DUNEDIN PASS
CLOSING ON CALADESI
ISLAND
AccordIng to daily observations at Clearwater CONCLUSION
BeBch residents and beach walkers. only Clear- The March 141h vote on dredging Is not a logal
water pollee and Calades! ranger vehicles run on referendum. It Is only a straw yote at city tax-
Clearwater and Caladasl beaches. and there has payers' ellpense with no legal standing, The Issue
bean no aporeclabla Increase in the number of will be deCided balore a slale adminlSlrative hear.
walkers. The dislance from parking Is too lar lor Ing oltlcer In April.
most people 10 walk, All of the north end 01 Clear. It IS lime the City and County Ilnd tho (I~ht solu-
water Beach 15 prlvale property dedicated to ra- tlons and righl expendilurfls or taxpayers money.
tonlion In its natural state In perpetuity. Dredging Dunedin Pass Is lhe wrong solution.
THIS AD IS SPONSORED BY & PAID FOR BY:
League or Women Voters o( Clearwater {Upper PlneUas County
Suncoasl Sierra Club, Florida Chapler
Clearwater AUdubon Society
Suncoast Seabird Sanctuary
SI. Pelersbur Audubon Societ
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Florida Depal'.tl1~ent of Environl1~el1,tal Regulation
T'-vin 1bwc:r:; Ot'fit..'C: Bldg. . :!(-)OO Hhlir Slone HIl;1d . "TILll:lha.'ist:'c. Florida .~2,;'i99..!-i()(J
IhlO Marlll\l:~" (jll\'~'mor
. 1)~ll' TW;lrtlll\lann. :-'l:l"l:l;Ir~'
Juhn ~hl'~lrl'r. .\!>~IM:Jl\I ~n'rt'lar~'
June 27, 1989
Ron'H. Rabun, City Manager
City of Clearwater
P.o. Box 4748
Clearwater, Florida 346~8-4748
"
Dear Mr. Rabun:'
Governor Martinez asked us to reply to your May 30, 1989 letter
expressing the views of the Clearwater Ci ty ,Commission
regarding the proposed dredging to reopen Dunedin Pass.
We have conducted an intensive review of the proposal, since
Pinellas County submitted the application (File No. 52092189).,
Based on that review, we issued an Int~nt to Deny on August 12,
1988. We understand that pinellas.. County is conduc,ting
additional studies and is preparing possible alternatives that
might address our' concerns. If the ,;information ,is submitted
and if it provides reasonable a's:surance that permi tting
criteria of Section 403.918, Florida Statutes, are met, then we
can issue an Intent to Issue. '
We understand that
straw ballot is a
ap?roval. However,
project pass other
quality and wetland
safety and welfare.
the 2:1 margin of Dublic aonroval in the
stro~g, factor in yeur iequest for, Dermit
our permitting process requires that the
criteria, such as protection 0= water
habitat and function in addition to public
!f you need further information please feel free to call
Richard Donelan,' Jr., of the, Office of General Counsel ,( 904/
488-9730) or Constance Bersok, 0': the wetland Resource
Regulation ~ection (904/ 488-0130).
Sin rely,
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.,' '"'Da Ie Twach tmann
Secretary
DT/js'
cc: Senator Curt Kiser
Senatoi Mary Grizzle
Representative Gerald S. Rehm
Bruce Tyndall. Pinellas Countv Co~~ission Chairman
Clearwacer City Commissio~ .
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~,'f'P~~..;.l..~1 TIMES at ruesDAV,APR!L 12, 19a5' '3
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report con'cer'ns ,
about desig'n, pD~i~Ggs
By JANE MEINHARDT
Tim.. S1811 Wrltlr
CLEARWATER - The Clear-
water'Pass Bridge is in'good slHlpe,
but its design and the depths of the
span's pilings arc mnjor concerns,
according to 'a city consultnnt's
, 'preliminary report.
David Volkert &: Associates, a
Tampaengineer1ng firm, present-
ed a progrcss'report to the city's
Bridge Task Force Friday after
two months of evaluating the span.
The firm was hired to recommend','
. whether the Clearwater Pass
Bridge should be permanently re-
paired or n~pJaced,
, The city spenl about $1.2-mil-
lion last summer, on emergency
bridge repairs. A 40-foot ,section
suddenly dropped 10 inches in June
because underwater 'erosion had
, undermined some pilings. Addi.
tional pilings and benms were ad-
, ded to shore up the sagging sec-
tion. '
Some of the pilings o{ the'
, bridllc, which was built in 1962,
. <irc only embedded five feet in the
. bottom. The pilings themselves
contribute to the underwater ero-
sion, according to the consultant's
',report. '
. , Decause', the, pilings' are
square-shaped and nneled to the
flow of wafer through Clearwater
Pass, this I increnses ,the erosion,.
, the report snid. '
liThe pilings nre at n 17-dcgree ,
, nngle, which naturally doesn't
.,
help," said Clearwater, Harbor-
mnster' Bill Held, n task force,'
member. IIDnclc in 1 962~ they
didn't have the expertise the}' hnve
HOW.'!
In addition, the ~o~sultant said,
Hurricane Elena accelerated the
erosion. The hurricane, 'which hit
the Sunconst'in September 1985,
created a stronger, current
through Clearwater P.lSS and
e1ogged,up Dunedin Pass. ,.
If a new bridge was construct-
ed, it would be designed to mini-
mi~c the erosion. This would in.
elude longer spalls to decrease the
number of pilings, and pilings that' .
would be oriented with the flow of
water. ' .
. . .. . I ~.. .
. .
Replacing the span with a new
drawbridge or a h:gh-Ievel fixed
bridge arc among the options un-
c1er consideration. ,
Each bridce would be 59'feet
wide, with two 12-Coot traUic'
lanes, shoulders 'and sidewalks, ac-
cording to the consultant's prelimi-
nary design. The bnscule bridge
would, be five .to 10 Ceet higher
than the existing structure.
The fb:c:d bridge would have a
G5-foo1 vertical clearance over the
nnvigation channel, which would
have to be dredged and relocated,
The consultant is scheduled to .
complete the study, in' three
months. The final report will in- ,
elude a projection o{ the liCe expec-
tancy oC the existing bridge. '
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CLEARWATER - The elly
Comrnlulon M~nll~y will cun-
.lder an tmtrceney onllnance
(lrol'O.tnl the ule 01 $5,"
million 111 UliIIl)' I.u lxml~ III
'Inance dr~l:lnl: Clcar....lI.er
Jlun lInll InJl.lnl: a IInnl IlilY-
,ml'.'1 on !;.'Il~ I\\'y I'Jlk 1,11111.
Jlrvct(',b Irorn Ill\! ""Ie of
lh,' \lond~ wllll,ho be u,clllor
n'IIII~lIdllJ: Ihe l'l1)"OWII~.J I~ll
IIrllll:r: IIhklnl: Slll1d 'l-:I')' ;Iull
,Cltll",,'aler ~1lI1 bUIIJill~ II
jl'lI)' on the n~rlh~rn 11(1 ul
!iJlld Ht)', 10 protect Ihl!
(Me A(lENDA; ('acr 3)
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Iirldl:t 'I'1>n\ Ihl' llronl: IId.11
eurrcnt~ Ihlll n re w~.'kenlnl:
Ihc IllIIn, ,
Althoul:h Ihc bond~, lechlll,
[';,11)'. ,,"ould Ix! h~l'ked ",tlh
In['orne Irum 1;1~CI 011 ullIl,
lies, lull rCV~llue~ \II 111 he
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,CONTRACT CHANGE 011 ~ER fi 3
PROJECT r~~~cl~ ~
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DA,'T',r.;, Ap rJ I 2 I, 1975
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2. 3424 02 4C
Project Number
Clearwater Pass Jetty
CONTRACTOR
August 3D, 1974
Date o[ Contract
Misener Marine Construction, Inc.
P.O.,'Box 6188
St. Petersburg' Beach, Florida 33736
'SCOPE OF CHANGE: This Change Order accepts an addition to the contract as
follows:
Remove and replace the Fender System for Clearwater Pass .Bridge in accordance
with terms outlined in Mis ~ner Ma rine Construction, Inc. lette r dated 1/31/75
fo 1" Lump Sum of $ 164, 589. 00
Install. sand cement rip- rap; and various gradations of stone as required to
ancho~ and provide permanent protection [or the subaqueous 16 inch sanitary
fo ree main, 12. inch water main and 4 inch go. s line which arc floating free in
the draw span area of the bridge. The City will furnish required rock and
Contractor shall furnish mater.ials for the sand cement dp-rap and all labor,
equipment 'etc. to install the above items on an emergency basis .[01' a l~mp sum
of $ 36, 150. 00.
. .
I ,Add to the contrnct the amount of $ 200.739.00
1 STATEMENT OF CONTRACT AMOUNT
ACCEPTED BY
Original Contract
$ 2., 245, 374. 00
Misener Marine Construction, Inc. ,
Change Order II 1
'Change' Order II 2
.Change Order fl 3
, r
Total Prcscnt..Contrac~
00.00
139, 570. 00
200,739.00
By
V{itnesscs:
21585,683.00
Recommended by:
Gabriel Cazares1 Mayor-Commissioner
Max G. Battle, City Engineer
ATTEST:
I City Atto rney
(Approved as to Form and Correctness)
R. G. Whitehead, City Clerk
Date
CITY OF CLEAR'\V-ATER, in
Pinella 5 Counl~', Flo rida
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MISENER MARINE CONSTRUCTION. INC.
,. m 7~TH A\,o[;lUI: . IT "~f['IlIU\.lFlC IltACll, tl.QUlll,' 337H.
,.. O. DOJl 610ft. TI:I.["..ONI: 3"D.703)
September 23, 1975
, ,
'..'PUBLIC 'WORI<S DEPAnT1\~f.:NT
1::: .:1:::;~~!:.a
, SU.AQUrOUI COHITltUCTIOH
,CONCItETE SEAWA\.\.1S
. FOUNDATION "ILING
DOCKS "HO ..II;RIS
: U.ND Dt:Vr\'OI'lUNT
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CI'.'i1 Enj;. 1 C,
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Ci ty of Clearwater
Engineering DefXlr.tment
P.O. Box 4748 '
Clea,r;Yat~r, Florida 33518
Attn:,' Mr.. Cecil Henderson
C~ll~! D:"~~~.
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Field SUj)L!r.
SccrcLnT)' ,
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File II ______________________
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ClcarWe ter Pass Bridge
Fender Sys te":! Re p:l ir
Gentlemen: "
"
Re:
"
During our pi Ie driving operations we hove encountered
diffi cu I ties caused by the grenit~ rip-rap around the two piers
of the 'chenne I span of the Clearwater Pass Bridge. We request
an extension' of the closing of the bridge through October 3, 1975 ~
, , '
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.. ~our coopereHon in this motter will be greetly'epprccieted.,
, ,
, Yours very tru Iy ,
MISENER MARIN: CONSTRUCTION, lNC.
"~'I
/P;/d/l)/~d
Matt Michalek
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n, C\TY OF CLE/-.RW~~~~ i .
EI~GINEERING NPf.!:.~ ,I
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DETAILED PROJECT, REPORT
DUNEDlr~ PASS, FLORIDA
STUD Y AREA SHORELINE CHA"GES
FtPPENQI~ D
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FL, ton,. a
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DEPARTMENT OF THE ARMY
JACKSONVILLE DISTRICT, CORPS OF ENGINEERS
JACKSONVll.l.E, FLORIDA
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APPE.NOlY. 'D
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DETAILED PROJECT REPORT
DUNEDIN PAS St FLORIDA
DU"EDlH PASS HISTORICAL INLET DATA
DEPARTMENT OF THE ARMY
JACKSONVILLE DISTRICT, CORPS OF ENGINEERS
JACKSONVILLE, FLORIDA
0.0. FILE NO. 57-33,397
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16B-41.002
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16B-41.0055
16B-41.007
16B-41.0075
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16B-41.0085
16B-41.011
168-41.012
16B-41.0125
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16B-41.015
16B-41.016
16B-41.017
16B-41.019
16B-41.020
16B-41.001
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CHAPTER 16B-41
RULES AND PROCEDURES FOR APPLICATION FOR'
COASTAL CONSTRUCTION PERMITS
Scope.
Definitions.
,General Prohibitions.
Exemptions from Permit Requirements.
Policy and Eligibility criteria ,for Coastal
Construction Permits.
Protection of Marine Turtles.
Design, siting and Other Requirements.
Experimental Coastal Construction.
Permit Application Requirements and Procedures.
Permit Processing and Administration Fees. '
Consultation.
processing procedure.
After-the-Fact Permits.
Revisions or Modifications of Approved Permits.
Emergency Permits and procedures.'
Coastal construction Permit conditions.
Transfer of Permits.
Time Limits on coastal Construction Permits.
Suspension and Revocation.
violations.
Scope.
This Chapter provides the requirements and procedures for
the issuance, denial, transfer, renewal, modification,
suspension, and revocation of coastal construction permits upon
sovereignty lands of Florida below the mean high-water line of
any tidal water of the state and for requesting consultations,'
and for the processing of violations and civil penalties. ,
Specific Authority 161~041, 370.021, Florida Statutes. Law
Implemented 161.041, ~61.042, 161.05J., 161.0535, 161.054,
161.061, 161.071, 161.121, 161.131, 161.142, 161.201, 161.212,
Florida statutes, section 27, Chapter 89-175, Laws of Florida.
History - New 8-23-92.
'16B-41.002
Definitions.
(1) "Accretion" is the buildup of land or accumulation o'f
unconsolidated material within the coastal system caused by wind
and wave action, storm surge, or tidal or litt6ral currents.
Accretion includes:
(a) Waterward, horizontal movement of the mean high-water
line or beach profile.
(b) 'Vertical buildup or volumetric gain of sediment to the
1
project purpos~ is not practicable; and
(c) The project will provide public benefits including:
1. Meeting a recogniied public need coritained in the
approved local comprehensive plan of the local government with
jurisdiction over the inlet~
2. Conservation and enhancement of the supply of sand to
adjacent beaches;
3. Preservation or enhancement of the natural functioning
of the inlet system;
4. Protection and enhancement of the marine and beach
habitat; and
5. Being consistent with the adopted inlet management plan
and beach management plan, where applicable; or
(d) The project is required to relieve severe public
hardship caused by a major natural disaster.
~. (13) The artificial creation of new inlets or flushing
~outlets is prohibited. Previously existing inlets which have
been closed due to recent human activity may be reopened if the
reopened inlet will: ,
(a) Be hydraulically stable under normal conditions;
(b) Not require shoreline stabilization;
(c) Restore water quality in disturbed coastal ecosystems
to acceptable Department of Environmental Regulation Water
Quality standards; .
(d) Not result in a significant adverse impact; and
(e) Provide public benefits as described in Rule
165-41.005(12) (c), Florida Administrative Code.
(14) Maintenance of existing altered inlets and
modification of existing unstabilized altered inlets shall be,
permitted in accordance with this Chapter.
(15) All sandy sediment to be excavated from within or
immediately adjacent to any coastal inlet or its associated ebb
and flood tide shoals or navigation channels located on
sovereignty lands, in conjunction with an authorized construction
or maintenance dredging or intracoastal waterway maintenance
dredging prqject, which is determined by the Department to be
suitable for beach fill shall, after receipt of written
authorization from the Oepartment of Environmental Regulation,
be deposited on an adjacent beach, in a location designated in
the approved inlet management plan and adopted beach management
plan where applicable, or in a nearshore littoral zone location
approved by the Department.
(16) Any permit application for construction, excavation or
maintenance of a coastal inlet and related shoals shall be
consistent with the current plan for long term management of the
inlet pursuant to sections 161.142 and 161.161,. Florida statutes.
Where such a plan is not available the applicant shall provide
the information required in Rule 16B-41.008(1) (m), and shall as a
condition of the permit be required to provide a complete inlet
management plan within a period of not less than two years from
the date of issuance of the permit. The plan shall provide for
cqntinued bypassing of the sand in sufficient quantity to insure
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The Tampa Trlbunst SaturdaYt November 3,1990
Man-made
inlets blamed
'tor erosion
OhlNESVIt:'LE IUPI) - 1'Iorldo'
I~ !;1I1)1)111~ lulu lIle oceun tit II rille
or <I Inches u year ut\ U\C cusl cunsl
nud 1.2 fecI tI yelll' UII thc west
cousI, hugely uecuusc of erosion
around IIlUI1-IIlDUC Inlets, a couslal
llllgincer suld Frldoy. ' '
By IrUI)plng'sund, Inlels disrupt
the, "ulurnl How 'of sediment to
tJown.t1rHl benches, cntishig erosion,
!luld Hollerl Deoll, , 0 Unlvel'slly of
Flurlda co~sll\1 engineering l)fofes-
SOl'. . .
Inlets cuuse85 percent of the
cruslon on Fiorillo's cllst COilS I, sulll-
Deun, who wos opjlolnted director
or Florldu's Division 01 Denches and
Shores lwo doys oller 1985's lIurrl.
cunc Elenu.
, ,Thc stulc's eustcrn shoreline Is
tllsa\)llcurlng by -I Inches each 'yeur,
willie the wesl consl, with Its lower
elevnllons, Is lenklng awny al an un.
nuul rolc or 1.2 leet, he ,suld.
','1( 'II weren't lor these Inlels,
FlorldU's eust coust would l1e build-
Ing UI) III many plnces IlIsleot]" of
eroding," OCUli sul(1. ,
Erosion coused by the construe.
\lUll ur S\. Lucie lnlel hus mude lhe'
norlh cllti.otJujjUer lslond ulllnhnb.
HuMe und rorced 110\1leOWncrs' lo'
spend $11 million to replenish sund.
.. Hcplnclng sand Ilear, these In.
leis Is like glvlllg n lrullSlusloll 10 Q
person WIIO Is surterlng frolll u rup-
tured artery," Oeall sah.l. "Just as
thc' urtery nceus 10 be rClmlreu, the
problems lit uur Inlets must be
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Erosion hus spread more IhulI 7;
miles south 01 St. Lucie Inlet, DeDn
> suld. 'Deuches down.drlfl trom Se.
basllllll Inlet ond foort Pierce Inlet
tire oUier truuble spols. '
Florldo hus u relatively low ero.
sion rule compured 10 'mnny couslal
stull'S, most Ilolo.bly Virginia and
Loulsluna. euch 01 wlilch Is losing
alJOul 14 feet of beach per yeur,
Deun suld. "
Dul ncurly $35 'mUnen Is spenl
In Florllla each yellr to rcplenlsh
beuches, partly to (lK the, problems
al Inlets by pumping sund onto
down's~l~re ul!uellcs, he suld.
Generally, Ihose I)rolecls hove
been effective In reslorlng l1ellehes,
he suld. In llddlllon, recent studies
show Ihul. sen turlles find the wide
beuches Cuvorable for nesllllg..
Sea wulls und Jellies, however,
huve lIot been proved to work, he
snld. l. "
Allhough II Is not procHenl 10
close Ihe 19 Inlels 0/1 Florida's eusl
const and 37 Inlets on lis west coost,
Dellll believes leglsluJloll Is needed.
\0 limit. dredging of new Inlels. Ap.
pllcatlons 10 cut lhree new Inlets In'
Plnellns, Snrusota anti Santa Rosa.
ure III vurlous singes of preparation
Ulld review, he suid.
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WATER QUALITY
THERE IS A GREAT MISUNDERSTANDING ABOUT THE RELATIONSHIP OF WATER
QUALITY IN CLEARWATER HARBOR TO THE CLOSING OR OPENING OF DUNEDIN
PASS. THE CLOSING OF THE PASS DID NOT CAUSE DETERIORATION OF WATER
QUALITY IN THE HARBOR AND ST. JOSEPH SOUND. STORM WATER RUN-OFF
WITH THE VARIOUS POLUTANTS SUCH AS PESTICIDES, FERTILIZERS, TOXICANTS,
OIL AND SILT FROM CREEKS AND LAND, DISCHARGES FROM SEWAGE TREATMENT
PLANTS ALONG WITH DISCHARGES AND LITER FROM BOATS HAVE BEEN
AFFECTING WATER QUALITY FOR A VERY LONG TIME.
WHEN IT WAS FULLY OP~, DUNEDIN PASS DID NOT CORRECT THESE PROBLEMS
AND IT WILL NOT SOLVE THEM IF OPENED NOW. FLUSHING FROM THE PASS
WOULD NOT CLEAN OUT CLEARWATER HA~~NOR EVEN EXTEND TO ISLAND ESTATES.
FLUSHING WOULD BE LOCALLY CONFINED TO THE AREA NEAR THE OPENING.
IN ITS REASONS FOR DENIAL OF A DREDGING PERMIT, DER (p.7) STATES THAT
THE HYDROGRAPHIC INFORMATION DOES NOT SUPPORT IMPROVEMENT OF WATER
QUALITY IN CLEARWATER HARBOR. DR. ROBERT DEAN'S AN EVALUATION OF
REOPENING DUNEDIN PASS (p.9) SAYS "THE GREATEST BEN!FITS OF FLUSHING
ON WATER QUALITY IS IN THE AREA CLOSEST TO THE INLET." ~. ~
PINELLAS COUNTY'S APPLICATION TO DREDGE DUNEDIN PASS (p.l6,c2) SAYS
THAT II THE COUNTY RECOGNIZES THAT DUNEDIN PASS WILL NOT HAVE SUFFICIENT
VELOCITY TO BE SELF-CLEANING.II DR. DEAN AUGMENTS THIS BY SAYING THAT
, ,
"IF DUNEDIN PASS IS OPENED, THE COMBINATION OF RELATIVELY LOW VELOCITIES
AND SMALL CROSS-SECTION COMPARED TO THE OTHER INLETS INDICATES THAT
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PAGE 2
THIS PASS WILL NOT BE COMPETITIVE IN MAINTAINING ITS SHARE OF
.'
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THE TIDAL PRISM QF THE BAY.It, (p 18). TIDAL PRISM IS THE INFLOW
AND OUTFLOW OF WATER.
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IMPROVEMENT IN WATER QUALITY CAN BE ACCOMPLISHED ;ON~Y BY
, ELIMINATION 'OF ,THE MANY SOURCES OF DETRIMENTAL CONTAMINATES THAT
AFFECT CLEARWATER HARBOR. OPENING THE PASS WILL NOT FLUSH OUT,THE
HARBOR NOR SOLVE THE WATER QUALITY. PROBLEMS.
'.
J~RRTTA J. HARTY, PRES.
CLEARWATER ~UDUBON SOCIETY
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1 ,~O:FAX 813-791-1412
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COMMISSION
PRESS '
Date'f\M161993
CITY clERK
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CLEARWATER AUDUBON SOCIETY
Dunedin Pass Dredging
The area surrounding Dunedin Pass oontains pristine mangrove habitats.
s~ltmarsh and seagrasB habitats. live bottom ~d dune ecosystems. These
','.'culd be immediately impaoted by the draking operation. . This operation '
would also promote oontinuing perterbat~ns that would oreate ohan~es in
oiroulation' and sand deposition along with silting of existing seagrass beds.
,This area serves as home, nurse~y, breeding ground and forage area for
numerous speoies of fish and wildlife including rare, threatened and endangered
species. All of this would be altered, damaged or destroyed by the projeot.
Dunedin Fass is,looated in the Pinellas County A~uatic Preserve. The dred-
ging projeot is inconsistant with the intent of aquatio preserve management.
The high produotivi by and importance 'of seagrasses is widely recognized. .An
81% loss of this valuable habitat and food souroe whioh supports both the com-
meroial and sport fishin~ resouroes around Tampe Bay and within the Pinellas
County Aquatio Preserve. has led Florida state environmental agenoies to strive
to reduoe the impaot upon them. This is why these agencies in the past have
had a policy to deny projeols that will oontribute to further losses such as ,
would be caused by this dl'(~ging operation. The ail ting resul ta.nt from this
operation would smother th~ already fragilo beds in the surrounding area.
There is no cost-effective replacement of seagrasses thus they are a non-renew-
able resource.' ,
The web of life is the tying together of all creatures on earth by a series
of interlooking support systems that we 00.11 natural resources. From mineral,
a.p.imal, fungal, and vegetable come ai-r, food, shelter and habitat. Take a'llay
~hese resouroes and we have nothing. ,Signs posted by the Florida Fresh Water
and Game Commission attest to the importance of this area as D. nesting site
for man~bird species inoluding Willets, Black Crowned Night Heron. Black SkimmersJ
Least rerns, American Oyster Catoher, Snowy Plovers and Wilson Plovers., The nests
of ~e5e speoies have been noted to oocur in the Dunedin Pass area (North Clear-
water Beach) by Bryan a Trunk in the book called the Breeding Atlas of Flrida
Birds. The sncw/Y plover and least ter~are endangered or threatened and nest there,
The piping plover, an endangered species prefers this area for winter habitat.
The Endangered and T.hreatened Species plotection Aot Section 3'(2.0'/25 Florida
statutes olearly defines the prohibitions arid pen~lties involved in distubing
or destroying threatened or, endo.ngered species. The dredging proo edure Vlould
be in violation of this act. .
CLEARWA TEA. FLORIDA
John ''-:. Rippon Ph.D.
University of Chicago
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As Amended through the
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U.S. Department urlhe Interior
Wllshinglon. D,C. 202411
1992
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CLEARWATER AUDUBON SOCIETY
Q,m,ro.lio" 11Iro1l8" UlII~tiO"
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CLEARWATER. FLORIDA
210 Harbor View Lane
Largo, Florida 34640
April 15, 1993
Mayor Rita Garvey and All
Members of the City .Commission
City Hall.
112 Osceola Avenue South
Clearwater, Florida 34616
To Mayor Rita Garvey and All City Commissioners: ' '
').\06 \.l..t.or~\\\cw:> \..b.u.~\\\~....~\.~. \l.u..~-,:,.C\~ V>>.\~~~,~
I have been a resident^of Clearwater and Largo for the past
twenty-two years. I have been an active member of Clearwater
Audubon for the past thirteen years. I also belong to the Sierra
Club, Nature Conservancy, Florida wildlife and Florida Audubon.
I have a bachelor of ~cience degree from Johns Hopkins University.
The original Dunedin Pass is completely shoaled into a hugh
sand bar harboring thousands of birds, turtles and other wildlife.
The Clearwater Audubon has documented seven species of' birds
nesting fF~m~1~~7..~~resent. The following birds are found at
Dunedin P~ss~~tsnowv'P1over is threatened species, nesting in
the spring. The Piping Plover is an endangered species wintering,
at the Dunedin Pass area, and the Least Tern is endangered species,
nesting in the spring and into the summer. These nests are found
all through the Dunedin Pass area and the Marine Science Center
property. Each spring the Florida Game and.Fresh Water Commission
puts up signs saying KEEP ,OUT-bird nesting area. The Marine
Science Center property has nesting Loggerhead Turtles which also
have the threatened status. . When I talked with the Marine Science
Center on April 5, 1993,' they reconfirmed that the Logaerhead
Turtles are nesting on the Marine Science Center property at the
north end of Clearwater Beach. They also said, "The Marine Science
Center is relocating Loggerhead Turtle eggs from other Clearwater
beaches with more heavy foot traffic to the Marine Science Center
property at the north end of Clearwater Beach."
All of these bird and turtle species mentioned above are
protected under the Federal Endangered Species Act of 1993 and the
State Endangered Species Act of 1992. The Federal Act states, "The
purposes of this Act are to provide a means whereby the ecosystems
upon which endangered species and threatened species depend may be
conserved to provide a program for the conservation of such
endangered species and threatened species."
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To dredoe a oass in any part of the Marine Science Center
property or the old Dunedin Pass area would be in direct violation
of these Endanoered Species Acts. The federal fine is $50,000 and
one year in jail. The State of Florida has similar fines and jail
sentences. I have talked with State apd Federal agents.. \>lIiI-c.,.. ~c..u.'or-.d-
""t~~ ~ L,,.1:'Wf\o '"\\\.\,. ~~ lUQ""\.~ ~t. ~ '-lUO"~ .~ ~~.
'This area, the twenty acres of the Marine Science Center and
the shoaled in Dunedin Pass Area, have become a true refuge area
for birds,turt1es, other wildlife and people walking the beach.
Clearwater has only two other refuge areas in all of Clearwater -
Mocassin, Lake Park and Cooperls Point. Clearwater needs this area
to remain a refuge because so many endangered and threatened
species reside there.
Just two and one half miles to the North of Dunedin Pass is
Hurricane Pass (on ,the North end of Ca1desi island) which needs a
small amount of dredging to become a viable pass for bigger boats.
Smaller motor boats are now getting through. Couldn't the City of
Clearwater unite with the City of Dunedin to dredge Hurricane Pass?
It would be much less costly to'people and wi1d1ifel
, Thank you for your time and efforts on behalf of the citizens
of this area.
,... ~
d\~\L~ W\~W~
Jacqueline Williams
Clearwater Audubon
Education Committee
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11tle 50-Wildlife and Fisheries
PART 17-SNOANGEREDAND
THREATENED WILDLIFE AND PLANTS
.
..
-
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Subpart B-Llsts
* 17.11 Endangored and threatened
wildlife. '
(a) Thc list in this scelion conlains the
names of all species of wildlife which havc
been determined by thc Serviccs 10 he
End(mgered or l1uCl\tcncd. U also cont.1ins
thl: names or species of wildlife treated ns
Endangered or ,Threatened because they arc
sufficienlly similar in appc.mmce to
Endangered or Threatened species (sec
~ 17.50 el seq.).
(h) TIle columns entitled "Olmmoli
Name," "Scientific Name," Rnd "Vertebrale
l'opulntion Where Endangered or
Threatened" deline the species of wildlife'
wilhin the meaning of the Act. Thus,
dilTercnlly classified geographic populalions
of the same verlebrate subspecies or spo.::cie.';
shall be identified by their cliffering
geographic boundaries, even though thc other
two columns arc Identic.11. The tcnn "Enllrc"
mc.lns that nil populatlon..<; throughoutlhe
present range of a vertebra Ie species arc
listed. All hough common name..<; arc Includcd,
they cannol be relicd upon for idenllCicatlon
of any specimen, since they may vary greally
in loenl usage. The Services shall use the
most recently ncccpted scientific name, In
case..<; in which confusion might arise; a
synonym(s) will he provided in parelllheses,
111e Services shall rely 10 the exlent
pracficnhlc on the International Code of
Zoological Nomcnc1murl!.
'(c) In the "Status" column the following
symbols arc used: "B" for Endangered, "T"
for lluC<llened. amI "E (or 11 (S/A)" for
simllar!ly of nppcamnce species.
(d) "Il1C olher data in Ihe list arc
nonregulalory in nature and arc provided rot
Ihe Information o(thc teader. In the annual
revision and compilation of Ihis tille, the
following Information may he amended
withoul public notice: the spelling ofspccir..<;'
names, hh.lorical fnngc, foolllotc.,>. tcfcnmccs
to eer!.,in other appllcnble portions of Ihls
title, synonyms, and more curren I names, In
nny of these revised cntries, neithcr the
species, as defined In parngraph (b) of this
sCelion, nor its !<.tatu.<; may be changed without
followl ng thc procedures of Part 424 of Ihis
tille.
(e) 111e "hisloric rangc" lodlcntes lhe
known general distribulion of the "pecies or
subspecies as reporled In thc currenl scientific
lilctllture. The present distribulion may be
greatly reduced from lhls historic range. 'Illls
column docs not Imply any Hmitntion on the,
npplicallon of the prohihitions in lhe Acl or
implemenling rules. Sueh prohibitions apply
to nil individuals of the species, wherever
found.
(l)(1) A footnote to the FL-uenll nClo:lsler
publication(s) lisling or reclassifying' a
species is indicated under lhe column "When
listed." Footnote numbers to ~~ 17.1 I and
1,7.12 nre in the s.1me numcric..'l sequence,
since plants IInd animals may be listed in the
same Federul Re~lslcr document. 11mt
document, at least since 1973, includcs II
slalemcntlndic.lting lhe hasis for the listing,
as well. as Ihe effeclive datc{s) of said n...ting.
(2) 'll1e "Special rules" and "Criliell
habi/nt" columns provide a cross reference to
other seellons in Parts 17,222,226, or 227.
llle "Srccialrulcs" column will 1\11'0 be ul>cd
to cite the spedal rules lhat describe
cxpcrimcnl.11 populations and delemline if
they arc essential or noncsscntial. Separnte
listing will be made for expcrimenull
populnllons. and the slatus column will
include the following symbols: "XL!" for nn
essential experimenlal populalion IInd "XN"
for n nonessential experimental population:
TIle term "NA" (I\ot lIpplic.'\hle) lIppcaring in
either of these two columns indie.ltes th,lt
there arc no spedlll rule..~ and/ur crilical
hahitat for that particular species. Huwever;
all other appropriate rules ill ('arts 17,217
Ihrough 227, nnd 402 slill apply to thnt
, specie..<;. In addition, there may he other rules
in this title lhat relate to such wildlife, e.g,;
port-of.enlry requirements. II is not inlcnded
that the references In the "Spccilll rules"
column Iisl all the regulalion.~ of the two ,
ServIce.,> whlell might I\pply tu Ihe species or
tll the regula lions of other Federalngencie..<;
or S!.1te or IOCo11 govemmcnL<;.
(g) TIle listing of I.l particular taxon
includes "" lower taxollumic units. For
cxample, the genus 11>,I()bn(e~ (gibbons) is
listed liS Endangered throughnut ils enlire
range (China, Indin, IInd SE Asin); ,
consequently. 1111 specie..<;, subspecies, lInd
populations of that gcnus arc considered
lis led as Endangered [or the purposes of the
Act. In 1978 (43 FR 6230-6233) the species
lIaliaccfIIs lcucoccpllalus (bald engle) was
Iisled as 11Hl.l.ltened in "USA (WA, OR, MN,
WI, MI)" rather than lIS entire population;
thus, nil individuals of the hald cagle found
in those I1ve Stales arc considered lisled as
'n\t(~nlcncd for lhe purposes of the Act.
, (h) TIlC "Lisl of Endangered and
'l1Irc.ltencd Wildllfc" is provided below:
E,dUurillt Nutel This l<; a compUalion and spec!;.1
reprinl of SO CPR 17.11 and 17.12 and is CUffel\t
as or Ihe dAle shown oa Ihe rover. Minor changes
and correclions 10 Ihe OCloher 1, 1991. compilalion
of SO CFR hnve been incorporaled in Ihis prinling,'
as wellns nil puhlished linal rules Ihal have
subsequcally appeared in Ihe Ileclcl'IIl Nejtlstrr.
Olherwisc no enlry in Ihese Iist<; has been
slgnifirnnlly arfCClcd. 11.is Iisl has hecn prep.1Tcd
by lhe SL1rf or lhe Division of !Endangered Species,
U.S. Fish and Wildlire Srrvk'e. Washinglon. D.C,
202.10. Reader.; arc rec/ucsled 10 advise Ihe Service
or'Any errors in Ihis Iisl. Copies are available froln
Ihe I'uhlic.1Iion Unit. U.S. Fish and Wildlife
Scrvil'c, 13Q,ARLSQ, W3!;hinglon. D.C. 20240.
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3-35 t'R S,)US; Jllne :. 10'70.
0.1-35 FR t3J:!O; Drc.TmDr:r ~ l1J71J.
5-37 r:R6176; ~brdl 3l). tqn,
11-3Ji FR 14678; Jllne -I, lQ73.
7-39 VR ,UlJl)l; ~~~mbcr 30. lQi~,
'S-4/J FR 2Qg64: Jill... 16, lQ75.
9-W FR 31736; JI.IJ~ :g, IQ75.
Il.J.--.-UJ FR 4-S 15 1; S~ptembcr~. l.ns,
11......\0 FR 4-Wt8: S<:pu:mber 2". lO'7S.
12-l0 FR ~75fWi: Oclubcr Q. Icr.S.
U-ll FR 17740; AprillS. t076.
1-1--11 FR ~044; JtlIlC, I. lQ76,
15-*1 FR 24Qrj.\: June I,), t076.
15,\--11 FR 26019. June 24, lQ7b.
Ill-H I''R .tS91)3; Oc;tobcr lQ. 1<t76.
17-H FRSHJ21: NI.I...em!x!r 19.1U76,
IS--.H FR 51tH2; Nl1'\1emb.:r2J. 1070,
ll1--H I'"R 53034: Decc:mbcr 3. lQ7b.
10-l:! 1-1\ :!07~; Janu.1tY \0. lQ77,
21-l2 FR 2':lti8: lanU>lr"i I,.. 1\l77_
,12--12 FR IS~71. March :~. lQ77.
~2 m 28137: JUlie 2. lQ77,
2.t-42 FR :!!l545: Illne 3. 1077. '
25-*2 FR 37373: July 11. lQ77.
2,,-*2 I-"R 4lJ685: t\UI;WlI 11. Nt'7.
27-42 !-11. 42353; A:Jgwil 23. 1~77,
ZS~2 FR 4!SZ8; Sc:plcmr,.,r Q. 190.
211-*2 FR Sij75S: Nl,1vemho!r 11. 1<17.7.
J{~-n FR 1)(17,)5: Nuvember 2Q, lQi7.
31-*3 FIt 3715; January :!i, lQ71!,
32-43 FR 4{)2S; lanuarv 31. 19i5.,
, 33-t3 FR .tlJ21; Fehruary 3. tQ78.
~3 FR 6:133; t~ebruary 14, 11,178.
35-43 FR %12; MlIrch 9, 1978,
3h-431:tl. 126(H; March ::i, 19iH,
37-43 FR 15429: April 13, 197"1.
)l{..-43 Fit 16345; '\I'nl IS. (9i8.
4O-l3 FR 20504; Mil)' 12. 19';'8"
.Jl-43 FIt .!8932; J ul y 3. 1 Q7it
42-l3 FR 32808; July 2-'1, ItJ7R.
U-43 FR 34471): August ~, lQ7/t.
oIS~ FR 212H9; April 10, (979.
oIfi......w FR 230M: April 17. 1 "'iQ,
018-14 FR 1!l4!llJ; May .21. 197C1.
sn-4l FR 3it2fl: June:!S. Igj~.
51-4,) FR 37132: lune 2..5, lQ7Q.
52-l4 FIt 42911: July 20, 1979,
S4-l4 Fit ,)11220: Aut:~111. 1979.
5S-l41~ S4lXIi; Seplem~r 17, 1979,
6n-.4 FR SIlOK4: October 1:1. 197Q.
85--44 FR 6nl~; November 30. 19jQ,
86--44 FR 701l77; Dr=mlx-r 7, IQ7Q.
!i7-44 FR 7!:lli6: Or(~m~r IX. lQiQ,
88~S FR I~OW; March W, IqlllJ.
lJ{~5 FIt 2.IJi33; Apnl.!. lQ!jl),
91-45 At 241)l)(I; April il. lllRn.
92-45 1-1\ 27713; April 23, 19110.
~]-45 FIt ~n2: April 3(1, IQ!W.
9.f-l5 Fr< .ISH21; MIoY 2K. I'M'J.
95-lS FR .W93S; JulO/ 2, l~M,
96-J$ Fit 44039; July 2. 19B11
97--45 FR 47352: July 14, lQ'lO.
. ,l)K-IS At ..7355; July J 4, 1 (~~O,
~9-l5 FIt 52&113: Augu.... n, lQ~O.
1111l---4S 1:1t 52&117; Augu~1 8. lQ~1l
lD.!~S fl{ 54678; Alll;l./\1 IS'. J9I11J.
10.3-45 FR 55654; ^U&1.l~1 20, II,HO.
105-15 Frt ti31U:!: St.JlIt:rnhtt:!S. 19~n,
10/).-45 I=R 6513:!; (J(,.'1l1her 1. IQ'IO,
1f~1h Fll 3Ii~: Janllat)"13.19IiJ,
1I1-lli FR llMS; February 10, JQ,;jl,
11.l--4fJ FH .UX1:!.5; AUl:'1.l~1 fl. IQIU,
II~ Fit 401.fi4; ;\UJ:U~1 If). 1',1!U
1I~7 FH 4zr14; Jan\l.llty ~, JlHj~,
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tl7-47 FR 1'~tN5; M.lY \0. 1111l.!,
IllJ--n Pit 31070: July :1, IQ~~.
L!J"",,'7 FR ,)3 rl) I; O\'lo!ler J. I ('~;!,
IZ4--41 FRo -1.1QI"~; Oo:tl,1~r S. IUl:l2.
1 ~~47 I:R .Iol~.;: (Mu~r IS, 1 Illl.!.
1~7~~ FRflI1: J:lIIuary S. lQijj, '
11S-4.'i FR 171/}; J:lllw1ry 1,1. 11l8:3.
1:U-4..~ FR ;:S.ur,I: Junl: !!, IQ~J,
130-..1.'1 FR 401:J4: Seplember l. lQKi
U I~~ FR 43/143; September 11; IQ~J.
131-1.~ FR .1/in5';; (lctoho:r II, IQI:I3,
13-'--.\..'4 F'R "/)33(,; OLllJh.:r 12, 191H.
1J~'i Fk 46~1: October 12. tQ8J.
U6--1.'! FRo -1Q.!-I9: OClllD.:r 25.1063,
13~l) FR IQ04; J:mu;lry 17. lQ~4,
I3~Q fR 27d3; Jilnu."y 23,1984.
1".!---4~ FR 7335; F~~U'... 28. 198-1.
14J-N FR 7JIM; Fe~"rY 20, 1984.
l-U--19 FR nlls; February 20. 1984.
1..\3---40 FR 105.:!6; M..rch 20. (9S4.
1.t6-41l FR 1-l35t1; I\pril 11. 101l4.
l..\~0 t:R 2133..: M<fY 20, Illli4,
I~O-~Q FR 27~1~; July S. IQ8~,
15t)-!Q FR 3J&lS; AugU!!1 27, 1 08~,
157-N FR 3441l4: August 31. 198,),
159--19 FR 34504: '\UllUsl 31. 19114.
160-4~ FR :HSlO: Augu!!t JI, IQ84.
lti l--lQ FR 35954; Septemher 13, 111M".
103--41) F~ 431)'iQ; October~, 1984,
164--4Q FR -13%9; N"vemher 1.11l1l4.
, Itl~O I:R-ISlti3; Novemher IS. 1984,
16/l.-t9 PI'.. ,)963Q: Decemher -.! 1. I 1l114,
16~50 FR W.!ti:.Iany,1ry 9. IUBS.
lio-.:-Sn FR ,)22ti; lan""1ry 30, lOSS.
lil-50 FR'4Q4S: Fehruary,). 19li5.
173-50 FR 11302; Match 28,1985.
174-50 foR 11:Y)S; March 28. lOllS.
181-50 fR '!tYi/ilj: May 20. IIlBS'.
11!2-S0 FR 2 I i91: r.by 2!l, 1985.
1':l3-SIl FR 23Bli,); June 6.1<185.
[11+-':'50 PI'.. .!.t530; 1 unc t I, 1985.
IllS-SO Fit Z,1653; JUlie 12, IQHS,
lil0-50 fR 25678; June 20, IqllS,
18~,m PI'.. 26575; June 27, pms.
IIN-SO FR 17W2; July I, 191i5.
193-50 foR 31:[04; July 24, 1985,
1115-50 foR ]15lJ6j .\ugusl S, IIlHS.
I gri-5n FJO 1 0(13; AUCU~l S, IQIlS,
2lJ3-S0 Fit 371111l: Seplelllher 12, 1l)'lS.
lfJ5-.!O Fn JIIII?: Sl'ptcmher 17. 1 Qli5"
2Cl.'i-50 I~R 39123; SC~lembcr 27, 19'15.
210-50 FI150301i: Dccemhl.t 10, 1911S.
'211-50 FRSI11J3: Decemher 1(. JqgS,
2L!-Sfl Fit 512.52; Decenlllet t6. 1!jIlS,
2lh-SI l:n lil/'m: Fchtu;,ry 25. 1111:16.
222-.51 Fit lfl1l511: MlIrch :H, I~!lti,
'221-51 Fit (flIi57:Matcb31.1W!ti..
12."-511:R Il)UOoI; M:lrd, 31. lll!lfl.
. 127-51 FllIM147: Arri13H, 19M.
2.~.51 FH 1fi1H:!; M'IY 2, JQIiti.
1J3--51 Ht1711fHl; May If;, IQllo,
23(_51 FH 237'11; July L 19I!ti.
139~51 Fll17,W5: Jury Jl. 1'lIlli,
,!H-51 Fit 314:!2: St'pu'l1Iber J. I"fir).
2,12.-51 1'1~ ),10112; .'icl"l.'wl",r 2/1. I'Jij,;.
'~.lf)--.51 Fit 3"425; ~eplt'l1llll'r 26. IYIlr\.
2,17-.i1 Ill{ jIN7f!; ()~'Il,hrr 2M. IllIlh,
",UI--51 Pit .117Q(,: NUI/emlll'r 19, IQ!lI1.
i50-n~1 FH .IS'~llt: l1ecClrnhcr 23. 11l1l6.
151--52 fll2Xll: Janl.llHY 5, 11J!/7,
Z51i,-:51 FIU301; !'('hltUIIY' ~lJ. !lIIl7.
1J11--~..! F1l10ll1!2; All/il fl. ..un.
.:!fJ'2-- 52 1(lt 11111\1; ^plil 'I, 1 'l117.
!fi3.- 52 ilR Ill?:!; AIHi! 7, Ig,rl,
tg.._-~Z rH 11.lJ<I\, April If. jlm7.
, ' '
2fl7-S:! FR 21J7111; JUlie 3. IIl81,
~oK-S:! 1:1t 2oi/QQ: JUIIC 3, lQR1.
2lill-511:ll21063; JUlie .1.11.1117.
.!7:!-S! H< 22-'30: JUlie 1/, {1,I~7,
':7>.-S:! 1:11. ~2SIlS: JUlie 11. lQ1l7.
.!7~5.! Fit :!21~43: June 16, lQ~7.
~111_S:!. FIUJ1S1; June 17. {Q1l7,
.!1l(~S2 Fl{ 252.3'2: July Ii. IQ87.
.!SI-5Z /'R 25JHO; July 7. HJ~7,
.!g~-52 FIl. ,!H785: 'AUgtI!ll 3. 19K7.
.!~B-S2 FR Z8831; Augu~l 4, 10117.
'ZtJ.t-52 FR 297110; Augusl 11. IIlS7.
'.!1l7-52 VII. 3SQ.10; Septemho:r 16. 1111:11.
:!S~S;: FRo 35378: Sertemher 18. 10117.
lilli-52 FR 3ti180; Scptcmht:r 25. 19117,
.!1l1)-52 FR 36038; Seplemher 25. IQtl7,
.!Q:!.-52 FR J6TI9; OClobc:r 1. IllS7.
2Q-I-S2 FR 37423; OCloher 6. 101l7.
,'!Qti--Sl Fit .J2Ofr8; NO\lcmm:r.:!, IOS7.
:!QQ-52 FR ,12M2; November 6. IOH7.
30+-~3 FR 35711; February S. IQ1l8,
312-53 FR 2Slill; ll1ly 8, 19R!l.
313-53 Fit 27134: luly 18. IIJllll,
J 16-53 FR 271i1l); July 2:! 1 QIlS,
317-53 FR2Q,B7: AugusI4, 196.'1.
J2()-S3 FR 339Q1; Sl:Jltcmht:r I, 19118.
322-53 FR 3JQQS: Seplember t. 1\)88.
323--53 FR 346Ql:l; Septemher 7, 19118.
327-53 FRo )IiDJ): Ser'cmber lIS, 1988.
'323-S3 Fit 37970; Seplemher 2K. lQliK.
334-53 Fit 38453; So:plcmh~r 30, lQIlll,
336-53 FR 3IJ,IhO; Septemher 30. 1988,
337-53 FR 31i-1li5; September 30, lQIlS,
331'l-53 FR JS,W1; Seplcmhcr)(). 19S8.
341)-53 FR 438111:1: OCllll>cr 30, IIIHll.
3-11-53 Fit -I51l65; November 14, l081l.
J.IS-54 1:1t 1:13,)1; Fehrual"l21l, IOtl9,
301a-S4 fIt t5201l; Aprjl17, 1~!lQ,
)'1l}-5'~ fR 20602; M:ty 12, lQIIII. .
3$[)-S4 FR 22llfJ6; M;ty JO. IlJK9,
3S I-54 Fit .!<J6SS; luly 13. 1989.
3S7-S41:R32331; Augusl4, IQ89,
JSa-S" FR 344ii1l: AUI.'1l!l1 11\, lQliQ,
J59-5,1 fR 3>l472; August/a, 19~1,l.
31) I-54 FR 35311; Augusl 24, I')!\Q.
364-54 Fit 3lillSl; Scplcmhcr 21, 1981).
31iS-54 Fit JU849: SCJllemher 2ll. 198~.
3M-54 FI~ 39KS3; Seplcmher 2l!, 1989.
J(jQ-S,1 Fn 40112: Scprcmbcr 21,l. 19H1),
J70-5,1 Fit 41453; OCluhc:r 10. II,IIN.
J71-5-1 Fit 431l69; October 30, 1'lRlJ,
372-54 Fit 47861; NUllemhcr 17, 19119,
J7b-55 m 9135; Murch 12, )(19lJ.
377-55 FR !NSI; Mflrch 1.~. 1'}I~l,
37a-55 Fit 121Ql; April 2.1991), ,
Jli2-.S5 Fit 121<<11; AprilS, 11l9Q.
J!U-5S m 121B2: April 0, Ill!)/).
3H-I-55 FIl134lilJ; April 10, 199f),
3~7-55 Vlt IH~45; Mav,l, {fJIIO.
Jijij!-5S Fll. ~1 153: May 22. II/flO.
3~()-5S I:tt 2S5111: June .!I. 10000Q.'
JOI-55 FI{ lSSlJS; June 21. II/flU.
39l-SS 1:1t 1fl 194; June 26. 1 uQO.
jQ+-5S Fit 111213: July W. IIIIIU. '
31l/}-5~ Fit 3:!()Q4; Augu~1 7:19'Jll.
3(11)-55 Fit 3ti647; SeJllcmher fl, IQlJlI.
.t.lll-SS FI{ 31l416; SeJllember '!.7. 1990.
,1f11-5S FIUI.l1l611; SClllemhcr 2M, 191)11
404-SS Fit ]rJIl1Z: Serlemlltr :!S. 191m.
.105-55 fR 42%ti: Ocloher 25. I <<.IlK).
.tU1-S5 Fit .t96Z3; NQYernbrr 311, 1Q9f1.
,IOK-55 FI{ SIIIXl6; Ikcrmbt:r 4. 1'liXl. '
,W)-5S Fit S1112; DeCl:!mrn-r l'l. 1990.
,'"-551:1< 53160: Otcembrr 27, 1990.
-112-511 Fll !lO!); Jrmoary I), JlNl: ,
.115-51> FH 1459; JlInll.'1l)' 14. IQQf,
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26
416-56 IIR 146]: J.nuary 14, 1991.
417-56 FR 1463; Juuary 14, 1991.
419-56 FR 13600; April 3, 1991.
421-56 FIt 19814; April 30, 1991.
423-56 FR 21087: May 7,1991.
426-56 FR 28349: June 20,1991.
427-56 FR 28717: June 24,1991.
428-56 FR 28828: June 25,1991.
432-56 FR 40267: Augusl14, 1991.
433-56 FR 41488; AU1US121, 1991.
442-56 FR 43649: September 30, 1991.
443-56 FR 43653; September 30, 1991.
444-56 FR 49658; September 30,1991.
446-56 Fit 54957: OClOber 23, 1991.
447-56 }11t 54967: October 23,1991.
454-56 FR 64723: December 12, 1991.
45S-57 Fit 213: January 3,1992.
456-57 Fit 594; J-nuary 7,1992.
459-57 Fit 13661; April 17, 1992.
462-57 FR 14790; April 22, 1992.
469-57 Fft 21569: May 20,1992.
475-57 FR 28024: June 23, 1992.
[48 FR 34182, July 27, 1983J
'17.1'2 Endangllrlld and thrllatllnlld plants.
(a) Thc,llst In this scction contains the
nnmes of nil species of plants which have
been determined by the Services 10 be
Endangered or Threatened. It also oonmins
the names of specieS of plants lrellted ns
Endangcred or Threatened because they are
sulTIcientJy simllar in nppcarnnce to
Endangered or Threntened specics (see
* 17,50 t:t st:q,)
(h) 111e ollumns entitlcd "Scientific
name" and "Common name" deCine the
species of pl/lOl within the meaning of the
Act, Although common nllmes arc included,
Ihey e<1nnol be relied upon' for identification '
of any specimen, sinre they may vary greatly
listed." Footnole numbers to U 17.11l1nd
17.12 arc In the SlIme numeriCIII sequenre,
since planls and nnimals may be listed In the
same I<'l'(letnl Regl~tcr document. 11lat
documenl. allensl since 1973, includes 11
stalement indieal/ng the basil! for Ihe listing, '
us wellns Ihe effective datc(s) of said listing.
(2) 'Ille "Spec/III rulc.'l" anu "CrltiCIII
h,1"lIal" rolumns provide a cros..'i refcrenre lu
olher sl'elions in Parts 17,222,226, or 227.
'l1]e "Spedal roles" column will also be used
10 cile Ihe special roles which describe
Cl!:perilllenlal populations IInd det~nnlnc If
Ihey lire csscnlial or nonessential. Scpamle
Jislin~ will be made for experimental
populations, and the stalus column will
include the following symbols: "XE" for an
essenlial experimcnlal population and "XN"
for a nonc.'isenlinl experimenlal population.
'Ille term "NA" (not appllCe1blc) appearing in
ellher of these two columns indicalcs that
Ihere arc no spedal rule:; alldlor'eritical
hahilal for that p:lrticular species. However,
ull other npproprinle rules in ('3rts 17,217
Ihrough 227, and 402 slillllpply to thaI
specic.';, In mldil;on, there may be other roles
in Ihis tille Ihat cclatc to such planL'i, c.g,.
porl-of-cnlry requirements. II is not inlended
thatlhe references in the "Special rolcs"
column Iislullthc regullllion.'i of the two
Scrvires which might apply to Ihe spccies or
to the regulalions of olher fcdernlageneies
or St<1le or IOCe11 governments,
(g) The Iillling of II parlicul3r laxon
includes all lower laxonomic uniL'i (lice
~ 17.1I(g) for examples).
(h) 'Ille "List of Endangcccd and
'lllrenlcneu Planls" is proviued below:
in local usage. 11]e Scryice... shall use Ihe
most cccenlly accepled scientlnc namc. In
C.1SCS In which confusion might arise, n'
synonym(s) will bc provided In parcnlhesc.'i,
111e Services shall rely 10 Ihe exlenl
practicable on Ihe In/emll/ionlll Cod" of
Botanical Nomt:nclature,
(e) In Ihe "Stlllus" column Ihe following
symbols arc used: "B" for Endangered, "'I'''
for 'lluc;Jtened, IInd "E (orTJ (S/A)" for
similarily of nppearance l.pcciel\.
(d) The other data in Ihe list arc
nonregulnlory in n"ture and IIrc provided for
the Inform31lon of Ihe reauer. In Ihe anllunl
revision nnd compilallon of Ihis Ii lie, Ihe
following infonnntioll may be IImended
withoul public nolice: the spelling of species'
names, historical mnge, foolnotes, references
to cerlllin olher app1iClhlc portlon.'i of Ihis
lille, synonyms, and marc currcntnamcs, In
Ilny of Ihese ccvisl'd elllries, neither the
species, as defincd in paragraph (b) of Ihls
section, nor i1s stalus may be changed withoul
following Ihe prou:dun-s of Part 424 of Ihis
title.
(e) "Ole "lIislorie range" indicates the
known general dislrihutilln uf Ihe,spccies or
subspecies 3S rcporleu in the current scientific
Jilemture. '111e present dislribution may be
grc.ally reduced from Ihls historic range. This
column dOl'S not imply any Jimilalion on Ihe
appliClltion of the prohibitions in the Act or
implemcnting rules. Such prohihilions apply
to all individuals of Ihe planl spedcs,
wherever found.
(!)(1) ^ footnole to the FedeMlII~cglslcr
publicalion(s) listing or rccla!>sifying a
species is indiclled under the colullln "Wlwn
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26-42 FR 40685; AUClL~tll. 1977.
39-43 FR 17916; April 26, 1978,
44-43 FR 44812; September 28.1978.
47-44 J:Jt 24250: Apn124, 1979,
49-14 I:t\. 326OS: June 6, 1979.
53-44 FR 43701; July 25, 1979.
56-44 FR 54923; September 21. 1979.
57--44 I:t\. 58Rti3; October 2, 1979.
58--44 FR 58868: Oeloner II, 19711,
59-44 FR 58870; October 11, 1979.
61-44 FR 61556: Octoher 25. 1979.
62-44 FR 61558: October 25, 1979.
63-44"FR 61786; October 26, 1979.
64--44 JlU 61788: October 26, 1979
65-44 l'lt 6191 I: Oclober 26, 1979.
66-44 FR 61913: October 26,1979,
67--44 FR 61916: October 26, 1979.
68-44 FIt 61920; October 26.1979.
69-44 FR 61924; October 26. 1979.
70-44 FR 61927: October 26, 1979.
71-44 FR 61929; October 26, 1979.
72-44 FR 62246: October 29,1979.
73-44 FR 62469: October 30, 1979.
74-44 FR62471: OClohcr30, 1979.
75-441~ 62474: Octoner 30,1979.
76-44 FR 64247: November 6,1979.
77-44 l;"ft 64250, November 6. 1979.
78--44 r~ 64252; November 6,1979.
79--44 rn 64733: November 7.1979.
80--44 Fit 64738; November 7,1979.
81-44 FR 64740; November 7.1979.
82-44 Fit 64743: November 7.1979.
83--44 FR 64746: Nobember 7,1979.
84-44 m 65005: NovemberS, 1979.
89-45 FR 18929: March 24,1980.
104-45 FR 61944; September 17, 1980.
107-45 rIt 69360; October 20,1980.
109-46 FR 3184; January 13,1981.
110-46 FR 573<1: January 19, 1981.
11'2-46 FR 40025; August 6, 1981.
116-47 JIlt 19539; May 6,1982.
1 18-47 Ht 30440; July 13, 1982.
121}...-47 JIlt 36846; August 24, IIlB2.
121-47 r'It 38540: Scptcmber 1, 1982.
122-47 JIlt 38927: Sl'pll'mber 10, 19112,
126-47 lIlt 50885; Nuvcmber 10, 1982.
13~-48 Fit 46331; Oclohcr 12. 1983.
137-18 FIt 52747; Novt'mher 22, 1981
140-49 lIlt 2786; January 23, 1984,
I.H-49 Fit 6102: February 17, 1984,
147-49 fit 21058; MilY 18, 1984.
148-49 m 22329; May 21).1984,
151-49 Fit 28565; July 13,1984.
152-49 Fit 29234; July 19, IQ84.
153-49 FR 29237; July 19, 1984.
154--49 J1Jt 30201: July 27, 1984.
155-4911R 31421; Aug, 7, 1984,
158-49 Fit 34500; Aug. 31,1984.
162-49 Fit 40038: OCloher 12. lY84.
165-49 Fit 44756; November 9, 198.1.
J67-4911R 47400; Dtcl'mbl'r 4. 1984,
16&-19 Fit 49639: ~ecmbcr 21. 1984.
112-50 FR 5758: Fcbruary 12, 1985,
175-511 11R 12309: March 28,1985.
176-50 Fit 15567; April 19, II)B5.
177-50 JlR 1668~; April 26,1985.
178-50 FR 19373: May 8,1985.
179-50 Fit 19377; May 8, 1985.
11m-so FIt 2021.1; May IS, 1985.
IlIf-50 Fit 2076t'i; May 20. 1985,
187-50 FIt 26572: JUlie 27, 1985.
190-511 FIt 29l-l1; July Ill, 11)85,
191-50 Fit 29344: July Ill, 1985.
11,12-50 JIll. 21,1}49; July 18, 1985.
19.1-50 FIt 31190; Au~ust I, 1985.
197-50 FIt JlS75; AUGust I J. 11)115.
, .. .I J
1911-S0 Fit 33731; ^ugu~t 21, 1985.
199-50 JIll. 33734; Augu~t21, 1985.
200-50 lIlt 33737; ^ugu~t21. 1985.
2lH-50 FR 36r})9; September 5,1985.
2112-50 11R 36091; St'pternher 5, 11l85.
204-50 Fit 37863: Scplernbcr 18, 19115.
207-50 Fit 45618: November 1,19!lS,
208-50 Fit 45621; Novcmber 1. 19115.
209-50 Fit 45624; November 1. 19115.
21l-SO Fit 5U170; December 21,1985.
214-51 Fit 956; Jal'lua.ry 9, 1986.
215-51 r:R 3185; January 24, 1986,
217-51 Fit 6693i February 25, 19110.
218-511:1t 8683: March 13, 1986,
219-51 J1R 9820; M:uch 21. lQK6.
22G-51 FIt 10521: March 26, lQB6.
221-51 FR 10523; March 26,1986.
225-51 FR 15906; April 29, 1986.
226-51 Hl15911; April 29, 1986,
229-S111R 16530: M~y 5. 1986.
23G-Sl Fit 17346; May 12. 1986.
231-51 Fit 17974: May 16, 1986.
232-51 FR 17977; ~tay 16, 1986,
234-51 Fit 22524; June 20,1986.
235-SI FR 23769; July 1, 1986.
237-51 Fit 24672; July 8, 1986.
238-51 FR 24675; July 8, 1986,
240-51 Fit 27500; July 31. 1986.
243-51 FR 34415; Septemher 26. 19116.
244-51 Fit 34419; Scptember 26. 1986.
245-51 FR 34422; Scplcmhcr 26. 1986.
249-51 1:1{ 45907; Decemher 23, 1986.
252-52 Fit 679; Jnnu;IfY 8, 1987.
253-52 Fit 682; January 8, 1987.
254-52 FR 784; January 9, 1987,
255-52 Fit 1462; January 14, 19B7.
256-52 FR 2234; January 21. 1987.
257-52 FR 4910; l:chruary lB. 1987.
259-52 FR 6651; MJlfch 4, 1987.
260-52 FR 7426; March 1 1,1987.
264-52 Fit 11175; April 7. 1987.
266-52 Fit 15505; Arri129. 19117.
270--52 r1t 21480; June 5, 1987.
27J-52 Fit 2141N; June 5,1987,
274-52 FR 22589; June 12, 1987,
275--52 FR 22933; Junc 16. 1987.
276-52 Fit 221l36; June 16. 19117.
277-52 111t 22939; June 16. 1987.
285-52 Fit 32929; Srplemher L 1987,
2S6-52 Fit 34917; SeplCll1hcr Hi. 11)87.
291-52 I'll 36270; Scptrinhcr:!H. 1987.
21l3-52 Fit 37.120; Octollcr 6, 19117.
21lS-52 Ht 41440; OClubcr 2B, 1987.
297-52 PR 4~071 i NO\lfmhcr 2, 1 9K7.
298-52 Fit 42657; Novcmher 6. lQ37.
300-52 Fit 44401; November 19, 19K7..
301-52 Fit 46007: IJ.'ccmber 4. 1987.
302-53 J1It 3565; Frhruary 5, 19KB.
303-53 Fit 3567; Fehruiuy 5, 19HR,
305-53 Fit 4629; Ilehruary 17, IIJKK
3()(.--5J FlllOB84; April 4, lQ8K.
307-53 Fit 11612; Arlil 7. IQ88.
308-53 Fit 11615; April 7, 1988,
3QQ--53 Fit 237<12; JUlie 23. 19J11l.
310-53 Fit 237.15; Junr 23, 1911!l.
311-53 Fit 23748; Junc 23, \IIBK.
314-53 FIt 27137; July 18, IQ81l,
315-53 Fll27141; July 18. 19118.
318-53 FI~ 32/127; Augu~1 ~ti, 1988,
319-53 Jlrl 328Jll: AU~usl 26. 1988.
321-53 FIt33996; S~'plcmbl'r I. 1988,
324-53 FIt 347ll1; St'rtcmhcr 7. l\181l.
325-53 PIt 34705; Scptcmber 7,'191111.
326-53 11ft 3Sog0; SCl'lcmlrn 9, 1988,
329-53 FIt 37972; ScrlClllhcr ::!/I, 19811.
330-53 Pit 37975; SCjllclIIlwr :!H, WRIt
331-53 Fit 37971l; SCl'lrlllher 28,1988.
332-53 fit 37982; Scp'l'mllt'r 2.'1, 1988,
333-53 Fit 31\451; Sl'plcmhcr 30,1988,
335-53 Fit 3!l456: Scplcmber 30, 1988.
339-53 Fn 38474; Seplemher 30, 1988,
341-53 FR45MI; Novl'mbcr 14. 1988.
343-54 FH 2134: January 19, 1989.
344-54 FR 5931l; l1ebru:uy 7, 1989.
34D-.54 FH 10154: March 10.1989.
347-54 Fit 14967; APlil14, 1989.
352--54 Fit 29658: July 13. 1989.
'353-54 m 29663; July 13. 1989.
354-54 FIl.!973ll; July 14. 1989,
355-54 Fn 30554; July 21. 1989.
356--5.1 FR 311 9fi; July 27, 1989.
3r,(~54 1:1\ 35305; August 2,1, 1989.
362-54 Fit 3K947; Scrlelllher 21. 1989.
363-54 F1l38950; Septemher 21.1989.
367-54 FR 39857: Sep/emhet 28, 1989.
368-54 Fit 39863; September 28,1989,
373-55 FR 433; January 5, 1990.
374-55 I:R 4157; February 6,1990.
375-55 Fit 4159; 11chruary Ii, 19911,
379-55 FR 12790: April 5. 1990.
380--55 Fit 12793: AprilS, 1990.
31l1-55 Fit 12797; AprilS. 1990.
385-55 nt 13491; April 10, 19l){J.
386-55 Fit 13911; April 13,1990.
389-55 Fit 242.16; June IS. IlJI10.
392-55 Fit 25599; Junc 21,1990,
31l5-55 Hl29370; July 19, 19911.
397-55 FR 32Z55; Augusl 8. 19110,
39B-55 m 32257; AugUSI 8, 1990.
402-55 Fit 398601; St'lllcmher 28, 1990.
.Wl-55 Fit 39867; Scptcmber 18, 1990.
4Oh-5S Fit 49D.Sll; NO\lemher 26,1990.
411l)-55 Fit 50187; Dccemher 5.1990.
.H3-56 Fit 1453; January.' 1.', 1991.
414-56 Fit 1457: January. 14, 1991.
418-56 Fit 1936; Janu.uy. 18,1991.
420-56 FR llill.!4; ^prilll), 1991.
422--56 FR 19959; May 1, 1991.
424--56 Fll2H~J1: May 7.1991.
425.-56 FH 2J(~16; May 7. IlJgl.
429-5ti Fit 311l83; July HI, 1991.
.on-Sf! Fit 3,1154; July 26, 1991,
434-56 FR 46239; S"lllcmhcr 11, 1991.
435-56 Fit .t7lllJ4; Stplclllhcr 20, 1991.
43(_56 F1l47M9; Septemhcr 211, 1991.
437-56 Fll 48751; Scplcmhcr 20. 11)91.
438-56 Fll4~7SS; Seplcmhcr 20. IQQI.
43Q-56 Fit 49fJ3ti; SI'plcml1l't 30.1991.
""0-56 Fit 49631); S"plemhcr 30. 11l91.
441-56 Fit ,f[,lM3; Scplcmbcr 30,1991.
'.t45-56 FIt 41J853; (kln!>c;. 2. I1l91.
448-56 Ht 55785; October 29. 1991.
4S0-56 Fit 57H49; Nun'lllller 14. 1991.
.151-56 Fit tirN37; Novl'mbl'r 29, 19111.
451-56 Fit 6l)tl.fO; Novcmher 29, 1991.
45:'-56 FI~ (1IIEt2: D,'wllhcr 2, 1991.
457-57 Fl~ 1.103; Jluluary 14.1992.
451\-57 Fit 2053; JallUMY 17, 1l)Q!,
.lcSl)-S7 Fit 1-1653; April 22, 1992.
.161-57 Flllo\"KS; Alnil22. 19112.
463-57 Fit 11J1l19: May H, 11l92.
467-57 t=H '.m7K7; May 15. 1lJ92.
468-.57 FI~ 215h.t; M~y 20, 1l)q2.
47n-57,..1t 2157.1; !\.fuy 20,1992.
0\71-57 J1It 2,1tlN; Jum.8, 1992.
472-57 FIl27H51l: JUIII' 22, 1992,
0\71-57 FIt 27/lo3; June 22, tYIJ2,
474-57 Fit 27867; Junc 22, 1Q1,12.
.17tJ-57 Fll 301tiR; July H, 11)92.
I.I~ Fll34IR~, July 27, IIIK31
37
" '
, ,.,.1,(.1:: ! ~
,
, ,
:\8
SPECIES REMOVED FROM THE
ENDANGERED AND THREATENED
LISTS
'11m loltowing lisl of wihlllfe removed
fmm thtlli~l al ~ 17,11 is provided for
informalional purpl1scs only and is nnt
couilicd in the Code of Federnl Rcgulntions,
Only !\pcdc!\ completely removed from the
Ibl arc included hdow, In 0\5es where only
a pilrt iOlll1f the vcrtehmte species is delistcd,
lhe enlry remains in ~ 17,IIln the modified
forlll with the cilJ\lj,lllln the Fcdcrnl
l{cJ.:lstcr Indicnled under "When listed,"
'11m Servicc's liMin!; regulations at 50 CFR,
42,I.1I(c) amI (d) ore as follows:
(e) ^ species shalt be lisled or reclassified
if lhe Secretary delermines, on the hasis of
Ihe hesl sdentific nnd t'OlIImcrcinl datn '
availahle aner I:ondl.lcling a review of Ihe
spccic..o;' SWlll'i, Ihal the !>pccics is endangered
or Ihrcillencd beenuse of allY one or a
Cllmhinalinllllf lhe following factors:
(1) The prescnl or threntened destruction, '
modtricntlon, or curtailment of /Is hnbitat or
mnge;
(2) Overutlli~.lIlioT1 for cOmmercial,
recreational, scientific, or cducntional
purposcs,
(3) Disease or prcLlnlloni
(4) The inadequacy of exl!iting regulatory
mcchani"ms; or
(5) Olher naluml or manmade factors
affceling its continued existence,
Cd) The factors considered in delistlng a
species arc those In paragraph (c) oflhls
section as they re]ate 10 the delinilions of
endangered or thr0.1tened spedes, Such
removal musl he supjXJrted by the hest
, sdcntilic and commercial data avnilable to
lhe Secretary aftcr conducting a review of the
statu.~ of thc specics, A spl'Cies mny be
dclistcd only if such d.1t1 substantiate that It
is neilhcr endangered nor threatened for one
or morc of thc following r0.1sons:
Spede.
Former vllfleb,atll popu-
lation where nangarlld
Ot l!1tllataned
Camrre" name
Sctllllllllc nome
Hlltoric rang II
OLd, Me.lean .,.....,.... ,,,,,,...." Anas 'dl4zr' .....................,.,..,..... U,S,A. (01\2. NM, TX) to U,S, orly ...........,............,
cIIIll,al Mulco,
Pupll$h,l"topa ......,.............. Cyprlnodon t1""lIdMsJSl:lIl/dlJft.. U,S.A. (CA) ........,.....,............ Entire ..............................
C..eo IO"ilIa'" "....................... Coi~us IIfH1t1all ..,..,..,...........
Plk~, bll,H! ,..................,......"...' Srlzos"'dle1tl IIItlrtum Il'lJucum.....
U,S,A. ard Clnada (lakH
MIchigan, Hl.ton. Erllo),
U.S.A. and Canada (Lakes
Erla,Ortarlo),
U,S,A. leA) ........................",
......do ...,,"'....,...............,
...."do ...."....,,,................
, .
SpallOW. San\a B"'t>~la .ong. MeloSplZA In'''odalltNllinell .....,
.....,dO ................,..,.........
T'l'8t'Og, P;1\6 [3.111111\'0 ...........' Nyl. andl!!t~nlr ........................... U,S,A. (Fl.. AL, NC, SC, W) Flotld.a ........,.........., .......
PlIa,ly InLA'el, SamP1<on', "'," EploblllSltlIl (.DyUlDmlllJ U,S.A. (Il, IN) ................,...... NA ..."..........,..,...........,...
sampson/.
funk!, tndan tla~'holi(><l ,..,.... I.Isslfffll'S punaala pul1(/ala ."".. IMIa, P.~~\"l\, Be.nglao.". Enllfll ....,..""..'...."..........
Blrtl~rlly, IJ.lhn.n\3 Iwallwrlail, Hl!II'll(:/'d". (-Papllo)
and,lIftftlO(l boilho/af.
00\1", P,l.Ill.. .... .......',........... GaJ.icooUmlM eanlf1011' ..,..".....,.. W. P..:ltc' U,SA (Palau
1.lands).
flh,Jldli/llep/dlt ..'..,.........,........'. ......do ........,....,...............".....
U,S,A (R.I, B.hntllll. .."...... NA ..........,......................,
Ef11ItD .........."......,...........
F.nlail, Pal.u (Old World
\li(.[llclP,I),
0..1, Palau .....,......., ........".....' PyrOQ~.wt (.OluI) poddlglna ...., .....,do ..............".,'..........,......
Olllllb....ia. ",..I.llld . "............, Gllmbutld Atj'li....d..MIs ....,........ U,S A. (l)C1 ....,......,,,.......,....,
Mdk""ltl1. FlylJbt'JI} ..,....,......... A'lra~a.l$ ~tku!"$ .."..,............. U,S A. (Un ....,...:,......,.......,..
,....,do "...........,...."........,
,.....do ...,......................,..
......do .."...".."",..,..........
NA ...,....,,"'..,.....,..,........,
Catlm. pl'plll-5P~1l'd
h"lget~,
~1).nHow. dlA'k~ u~'nlliht .."......
EehK1ocrtr..us Ilngell1\llMII ~DI,
pt.I put<'U$,
Ammodl/ll1Ju$ ("AmflJOsplzaJ
mNhJmu. mhblls..
"""DD ....""..... ..........."....'''.. NA. ......"..,'",....,.."..,.."...
U,S A. (Ft.l ,........................., NA ..""..".."...............,....
, ~' ~:
'"
. .
" ,
.\
,'I
, ~...:::i:;W.;;
---:
(I) 1:'xlitfClion, Unlc.....o; nil Individuals or the
listed spcdc.~ had been previously Itlcntlncd
nnd 1000:c".led, Bnd were Inter found to be
extirp;lled from their previous range, a
sufliclcnl period of time must be allowed
before dcl\!>ting 10 Indicate c1e.1~ty ~ha~ the,
specie:; is c,l(tincl,
(2) Recovery, "Ilw principal goal or the
U,S, Fish nnd Wildlife Service and Ihe '
Nationlll Marine Fisheries Se1"\'iccs is \0
return IisleLl species to a point al whlch
protection under the Act Is no longer
required. A species may be dcHsted on the
hllsis of recovery only if the. best sclcntUic . ,
and commercia] dala available indicate Ihllt it',
is no longer endnngercd or threatened,
(3) Original (lata for classification in error,
Subsequent investigations may show thlltlhe ,
hest sciclllilic or commercinl data available'
when the spccies was listed. or the
inlerprclation of such dnla, were In error,
FDrmet
IIDlus
OeUllttd
: :~'.
'~(t
I"
: ~.
::.....
:,,"'
Original data In elfOt. , - - ',,!'
. e t
Ci'ation
RDelon '
E
E
E
43 FR 32258-61; Jut)' 25,
\1178.
47 FR 2317-19, January 15,
1902,
48 FA :39941-43; SepllllT\ber
2, \963,
.."..do ......,........."",......"....'"
E.l<tlnc:t.
Do.
E
Do.
Do.
E
E
E
E
T
48 FA 46336-:17; Octobclr
12, IGB3,
48 FA 52740-43; November
22, 19B3,
49 FA 1057-56; Jal'lJtlry 9,
1964,
49 FA 1394-98; F~bll.Qry
W, lO~4,
49 FA 34501-04; Augud31,
19B4.
SO FA 311 1}2.94; September
12.1985.
...."do .,,,.......:.............,.....,,....
00,
OrIginal data In erfot,
Eldlnc:t.
Original data In \lflot.
Do.
E
E
E
E
T
RttCov~rttd,
Do.
Eldlnct.
......do ..,....................,;,,,,,....,,
52 FA B606:HlS; Dftcembel
4, '987,
S4 FR 37941-43; Sept~mber
14, !GOO,
64 FR 40149-'01; November
27,1989,
55 FfI 51112-'4; Dllcanilllt
12,1900,
Aec:oveJlld,
E
E
OrlglNlI data In ellor.
Extinct
U.S. OOVlmNMl::N'l' PRIN'l'ING Ol~t.!C~
1992 - 331-174
i. '
ERRATA AND ADOENDA SHEET TO
LISTS OF ENDANGERED AND
7'HREATENED WILDl.IFE AND PLANTS
:t
I'
. ' ,~
~ 17.11 End.nq.r.a.nd tt1,....MG
wlldllf..
:0 IU e1ale lor 311 rulcs oucllshetlln tllc
Fl:denu lbg!ster lnreu!.'!n Scolemoc:r ,;U.
;1)2. $..:e oagc t of the 'rconnl lor Ine
ntllrcSoSe$ 10 repeln anv erro~ or recuesl
.,IDICS,
,.
,
rhll socc;u rtonnE 01 Ihc IIMS 01 SDCCll:S.
30 eFR Ii l t Jnu 17.1:~ ualea I\U~USI !I}.
: 1)02. :lnlJ OUells.hell bv lOe U,S. ri~h anLl
'.\'ilul ife S~r\'lcc ""'.1$ louna 10 ""...e s.ever;"!1
10155101; cnmes anu IWO In error, n,is 03l!e
iJrOV1elCS \nose COtTCCllOns ana brln~s l"~-lIS1
On page l of Ihe AUgust 29. 1992. reDrml.
Jclcte Ine 1I~1 01 lhree "Argall" cnlnes.
noung lhallne seolOa and Ihad are OUI at'
,)foer.
me followln~ revIses Ille "Wolf. feu"
<:nlnes anu auds "BUllertl;.'. Myrllc's
illyctspol ':
t,
SOlla.:.
VonODr.IO DOllUIAuan
wiler. enelanger80 or
.Ju....nea
'':omman name Scienllllc namll
~Islarle riloge '
M.I,/,lMAlS
WolI, reo ....................,
C.3nis /tHUS .....""....:......
U,S.A, Ise U.S.A.. Wllst
10 cenlral TXl.
Entire. exceDt wllllr.
Iisllld .s
EllDenmental
PaDul.1I0ns Dillow.
U.S.A. /pDr1IOnS 01 NC
ana TN.!I_ '
17 .B4(c)(9H.
Do ".............,........
. .....do
,..ot.do ..I.llt...t..t.+t......~....
, '.SECr.;
::ullllnlY, ,M...rt1e ~
,IIYllr3D01.
SaeYftfla Z/Jfllnfl
ITlVmOllft.
J,S.A, leAl '.........,.."'... i NA .............,................. I
I I
!~lo\-~" FR S6333: Novrmoer 4. 1'10 l.
!72-57 FR :!:'SSS: June J..l. ~'}QZ.
,~
~ 17.12 Endangarad and Uuelllenaa plants.
The follOWing entncs arc aaded 10 Ihe
"Ust 01 Endangerea ana Threatcneu Plants",
SpeCIes
ScianClflc name
Hislanc range
':ommon namll
'~~'llr.celle-4"llr famllV:
.:'lJc..lJIllJ 11J1ft01r. ,...... .."...........'.., ~ ~Jonll
=UDnorDlllclI._.;ourqa familY:
';ham.os\IC1l na//tm,,"UI ".." ........ . Nonll
, '" .............................1 U,S.A, .HI)
.. .,.................... I
i
,......,......,.......11........ ; ......::0
.....H........................... I
::laoauro8ce....-.::lllcourua lamllY:
.'(ylo.~ eren.rum .....,.................. I None , "...........,..,..,.........,.......
Gllt.nlace.~ItI.nlum famllV: I ,
Ga'.nlum arDOrflU1JJ ..................... I HIlW.lIan Jco.t!owerlla geranium
Laml.ce.~int fnmny:
SIOtIOf})Tl. camoanulllt. ,.............. Nonll
S/MtOgynell.nenoan. '................. Nonll
,.....do
, ....:.10
,.....dO ..................................
,.....do I.......t;.........,...............
Po.oa.~r.u family:'
Po. unaVlc:8nSlS .....................,....
po. .lIOflonograss.w .................,.....
Saa Dnu I.n.ce.-Sn Mat 119 an
tamllv:
SehW.'Da. Ifm"nCAmt
HQwallan Dluoqra:u ......;,...........
Nonll ,.,..,'.....,..,....................,....
......da ..................................
... t~~d D ,.. ,.. I ..1.. tt. t.. t.~, ."1 'tt _I_ t.
I
....,.....,....... , AmeJlclln cnaltslleG ".................
I
U.S.A. /AL. CT. ce. FL.
GA. MA. MO. MS. NC.
NJ. NY. SC. iN. VA).
.'
>11:14-$7 FR 20588: May U. 1992.
>IllS-57 F'R 20.592; May IJ. 1992.
>lti6-S7 F'R 20.59.5; May IJ. 1992.
J711-57 FR 44708: SepllllDDeI' J.IJ. 1992.
"
Status
IfoIhlln
IIsteel
CriUcaI
h ablt&t
SpecW
rllln
1,24B.
.149
XN 24B. 449
:1
,
!
.172
NA
NA
I
Stalus I
I
I
::1
W'hlln 1
hsloa
.1641
NA
17.84(c)
=: I ~64 I
i
=1 .\64
- .165
: ~&4
E ~65
" .184
=1 .\64
:1 .\78
I
September 30. 1992.
'IA I
1
'IA
..
(
~
critical'l ,
~;
SpltCIaI
h abrtat I ruin
~IA I 'JA
I
'IA 'lA
NA ~~A
NA ,~A
"
NA NA "
.'
NA NA \
NA 1o.jA
NA NA
NA 'IA
; '. Ie
{', .
i-', , '
I " '.. , , .~,).; !
>,
, "
'"
,',
,.
.','
, ,
, , '
. "
, "
'~ '. ~; . ~,>
.!;,,' '.; :~.. ' ;. . , ,
, .
, ,~.. t.;.
" tCl~ao..
,~. ,
Official Lists
of
"
" .
Endangered & Potentially Endangered
Fauna and Flora in Florida
< ',:~ I ~,~ ,
, ~."~
1 November 1992
FLORIDA GAME AND. FRESH WATER FISH COMMISSION
Compiled by Don A. Wood, Endangered Species Coordinator
Florida Game and Fresh Water Fish Commission
Ptl"r.,d 0" RCfcvcled PMpiU
.~' :,:';
..... ~ ~ ~ '.
>;.~'/ ,'~
:~i:,:."\;;':", '
',~ ~. ,'~'
),:' ,,'
;!:,.". .,
~i:t\~:!~(i, ,:,\",::.,
\',:",':',' ,
,~ ~ ~. '
.. ./
,
, ,
<~i
.,,~
, ....'.1
, "
".
, ' -1.;" ,~
1; ~l f~
, ',:, \~
'."
. .:,<.t.
. "',
j ,,1
..',~
;~
,,'~',
'{
,~
~~f
'..3i
}il '
",;J,
i.f]"
.~"t:'
t;"
[;:j'
.r;l
~ t:
'::r'
'h.,
"~r:~
~~,.!
'\:
11'
"
J~
,J,.,
''-i~
'.>
.<
"
>1:'
1
, ~
"
. '
,
,,.
'. '. ~ > '. ' ;. : .;:t, ~;; .' l\
. ,
l ,
, '
",
'}
'.t
..
, ,
, ,
, ~ e' f
t, /
,t
,I
<, ,.'
"t. lo";ao...
!'
Official Lists 'of Endangered and Potentially Endangered Fa'una nnd Flora in Florida
I November 1992 " .
Scientific Namc
Designated Status'
FGFWFC~ FOAl USFWS~ CITES'
,I' ,
Common Name{s)
VERTEBRATES
Fish
Acipcllscr brcvirostrlll" Shortnosc sturgeon E E I
AcipclIser oxyr"Yllclws Atlantic sturgeon sse T* II
AmnwCt'ypla asprella Crystal darter T C2
Celllrnpomlls lllldecimatis Common snook sse
Cyprillodoll l'ariegatus JllIbh...i Lake Eustis pupfish sse
. Ethcosloma histrio Harlequin darter" sse ' r
Etheostoma okaloosac Okaloosa darter E E
EtheoslOma olmstedi Southern tessellated SSC
mawlat ice ps da ..ter; tcsschi tcd ,
johnny darter ' , (
Flllldullls jeflkin...i Saltmarsh topminnow SSC
Mellidia cOllcJlOrum ,Key silverside T
Micl'Opte,:us Iwtills Suwnnncc bass SSC
Microptcrus n. sp. cf coo,mc Shoal bass SSC
Notrnp;s callitacnia Bluestripe shiner C2
Notropi:; melanostom/ls ' Blackmouth shiner; Pond E C2
Creek shiner
PtcrOlwlropis Ive!aka Bl ucn ase Sh i ner sse
Rivullts marmoratus Mangrove rivulus; rivulus sse
'Slarksia starck; Key blenny sse
, '
*Applicable only to the subspecies A.o. desoloi (Gull' sturgeon)
Amphibians and Ucptilcs
If IIiglllOr mississi ppiensis Americnn alligator sse 1'(5/ A)** II
Amby.wJnlll cingll/atllm Flatwoods saJnmander C2
Carella carella cardta Atlantic loggerhead T T
, , turtle
Chelonia mydas 11lydas Atlantic green turtle E E', I.
Crocod yllts acullls American crocodile E E I
Dermocllelys cOl'iac('a Leatherback t\,rtle ,E E I
Diadopllis prlllctallls aericlIs nig Pine Key ringneek T e2
snake; Key ringneck'
snake
Drymarc:lloJ/ cora is coupe"; Enstern ind igo snake T T
Elaplw gl/ll~/t(l glltla((l Red rat slll1ke sse*
Eret moclwlys ;mhr;cata Atlantic hawksbill E E
;mhr;cata , turtle
ElImeces egregil/s ('grt'gilfs .Ploridn Keys mole skink sse C2,
Eimwces ('J:I'('gii,,\ inslllads Ccdn r Key mole skink ,C2 :
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Gopherus polyphemus
Graptemys barbouri
Haideotrilon wallace;
Hyla anderson;;
Kinoslemon bauri
Lep;dochelys kemp;
Macroelemys temmillcki
!
Bluc.ta,iled mole skink '
Gopher turtle
Barbour's map turtle
Georgia blind salamander
Pine Barrens treefrog
Striped mud turtle
Atlantic rid ley turtle
Alligator snapping
turtle
Sand skink
Atlantic salt marsh
water snake
Island glass lizard
Florida pine snake
sse'
Scientific Name ,'"
T
C2
C2
C2
T
sse
ssc
ssc
sse
E'"
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sse
d, ,',
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Aquila chrysaetoi ' , , .
Athelle cunicularia .'
C a mpephf Ius prine ;'pa/is
Cqaradr;ils alexandrinus ..
tenuirostris " '
Charadr;us melodus
Circlls 'cyaneus . '. ' :
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T
T
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, Nerod;a fasciata laeniata
T
T
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Cistotho,rus 'palustris grisims, . ' ',' .
-, > , I' ,
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Ophisaurus compressus
Piluophis melanoleueus
mllgitus
Pseudemys COllc;mla
S U wouJ1ie us; s
Pseudobranchus slr;atus
iustricolus
Rima areolala
C2
C2'
. '
Cislothorus palustris marianae'~,
Columba /eueoeeplzala
Dendroic~, dominica
',' stoddard;,
Dendro;ca kl,tlandii ' .
, Egretta 'caeru/ea' ,
Egret/a rufescens ., .',
Egrel/alhu/a '
Egrelln tricolor
Suwannee cooter
sse
,,~ '
Gulf hammock' dwarf
siren
Gopher frog; crawfish
frog
Bog frog
Florida scrub lizard
Short-tailed snake
Florida brown snake
Miami black~hended
snake; rimrock
crowned snake
Florida ribbon snake
C2
" ,/',
, ,
sse'
C2
. "
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sse
C2
, C2
C2
Falco cplumbarius, "
, Falco peregrinus /;Indrius '
Falco sparver;us paulus
I , I '
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Rana okaloosae
Sceloporus woodi
Stilosoma extellualUm
Store ria dekaJ'i view
Tantilla oolitiea'
T
T*
T,
C2
, T*
~ ~ ' ,
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Grus americana,
Grus canadensis pratensis
Haematopus pallialus,
.Haliaeellls leucocephalus
Lanius ludovicimms m;grtllls
Tlramllophis sauritus sackell;
*Applicable in lower Florida Keys only
"Threatened/Similarity of Appearance
Birds
Aimophila aeslivalis
Ajaia ajaja
Ammodramlls maritimlls
jllndcoius
AnuilOdramus marilinms
mirabilis
Amm,odramus marilinms
lIigresclJlls
Ammodramus maritimits
.' pe/o/lOtus
A mniod ramus I1uzrilimlls
peninsulac
Ammodranllls savaUIltl1'llnl
jloridmllls
Aphelocoma coerulescells
coerulescC?II.\'
Mycteria americana
Pandion halioetus
Peleeanus' occidentalis
Picoides borealis . ,
Po/yborus planeus audubonU
Rallus iong{roslris ;nsuiarllm
Roslrhanws sociabilis '
Sterna aniJ/larttm ' '
, Stemtl dougal/U " '
Varmivora bachman;;
Bachman's sparrow
Roseate spoonbill
Wakulla seaside'
sparrow
Cape S~ble seaside
sparrow
Dusky seaside sparrow
C2
ssc
sse
C2
E
E
E
Smyrna seaside sparrow
Scott's seaside sparrow
C2
sse
, *AppJicnblc in Monroe County,'
+*Threatencd/Expcrimcn(al Pop
Mammals
. Florida grasshopper
sparrow
Florida scru b ju y
E
E
T
T
, Bailleno giaciali~'
Baiaenoptcra borealis,
II
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Scicntific Namc Designated Statusl,
Com'mon Namc(s) FGFWFC2 FDA3 USFWS4 eITES~
Aramus guarauna Limpkin sse
Aquila chrysaetos 'Golden cagle II
Athene cllIricularia Burrowing owl ' ' ..
" SSC
Campephilus principalis Ivory.billcd woodpecker E E ..
Charadrius alexandrinus ..-southeastern snowy T C2-
. tenuiros'tris
I plover
~ '
Charadrius melodus ~Piping plover T T
~
Circus cyaneus' Marsh hawk; northern II, "
harrier
, Cislothoms paluslris griseus Worthington's marsh SSC
'wren,
Cislollto'lls palus! ris mariallae Marian's ,marsh wren SSC
Columba leucocepJrala Wh i te-crowned pigeon T e2
Dendroica dominiea Stoddard's yellow- C2
stoddardi throated warbler
Dend roica kiftland ii Kirtland's warbler E E
Egret/a caemlea ,Little blue heron sse
Egret/a rufesccns ,Reddish egret sse C2 '
Egret/a tlwla -Jinowy egrct sse
Egret/a tricolor ."Tricolored heron; sse
Louisiana heron
Falco columba rills Pigeon hawk or merlin II
Falco peregriuus lLmdrius Arctic peregrine falcon E T I
Falco .fipanoeriJls paulll~' Southeastern American T e2 II
kestrel
,Falco spanoeriHs .t;pal'verills . Eastern American kestrel II
Grus americami Whooping crane SSC T{E/P)**'
Gruscanadensis pratellsis Florida sandhill crane T II
HaematoplIs palliaw.t; ,.A merican oysterca tcher sse
Haliaeetus leucoce'plwllts Bald cagle, T E
Lanius llldol'icianlls migralls Migrant loggerhead C2
shrike
Mycteria nmericallfl Wood stork E E
'Palldiotl haliaetus Osprey sse* II
Peleccwus occidelltalis ,Brown pelican sse
Picoides borealis' Red-cockadcd woo~pcckcr T E "
Polyborus pltlllCUS audubOllii Audubon's crestcd T T
cnrncara
Rallus loucirostri.\' ilr.wlanun ' Mangrove clapper rail C2
" ' Roslr/ramllS sociabilis Snail kite E E
'. I Slema' antil/ariml ."Least tern T
J Sterna dougallii "Roseate tern T T,
1
\ Vermil'Ortl hnellman;; Bach ma n's \Va rbler E E
,I
*Applicnble in Monroe County only
uThrcn tened/ Expcri men tn I Popu la t ion
Mnmnulls
.' ,1
lIahwna glacia/is Right whale E, ~ I
8 al at! no pt t! rtl borC'clli.\' Sei whnle E E II
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Scientific Name
Balaelloptera physalus
Blarina carolinellsis
(=brevicauda) shermani
Eumops glaucinus floridalllls
Felis con'color coryi
Geomys pinetis goffi
Lutra canadetuis
Lynx rufus
, Megaptera IlOl'aeangliae
Microtus pennsylvaniclls
dllkec,ampbelli
MlIstela frel/ala pel/insulae
, ;-
MlIslela l'ison evagladensis
Mllstela vison Imensis
Myotis auslroriparius
Myotis grisescells
Myntis sodalis
Neofiber alieni:
Neoloma floridana smalli
Odocoilcus virginianus
c'lm'illm
Oryzomys argeftlallls
On'zomys palw;tris
p!anirosll'is
Oryzomys pO!lIstris sanibeli
PeromysclIs gossypinus
'ollaparicofa
Peromysclls gossypiulIs
reslriclUs
Peromysclls polionotwj
o f/ophI'ys
Peromysclls pofiollollts
decolormus
'Peromysclls pO!iOIlOll/S
lellcoce phallls
Peromysclts po!iOlIOll/S
11 i 1'(' i I'e III r is
PeromY:'lclIs po!iOIlOllls
peninslllaris
PCl'Ontj'SCllS PO!iOlwtus
phasma
Peromysells POliOIlOllls
, Il'i.\'sJillep.\'is
Physeter, ca'tod 011
PICCO/liS mfinesquii
Podomys ffo'ridmllls
PI'OC yon lor OJ' (illS pica / Wi
Procyon lorol' im'uullls
Sealopus lUjlla/iells bassi
ScillfUS ni I!,'r avicellllia
.t:il'1~~~~'~:" t. i ,; :; ~.'.;J.::'~;"'~0"~..(
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r.;t;l\lfV')'> ' . I,'>' <,.!r-1
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Common Name(s)
Finback whale
Sherman's short-tailed
shrew
Florida masti ff ba t
Florida panther
Goff's pocket gopher
Ri vcr otter
Bobcat
Humpback whale
Duke's saltmarsh vole;
Florida saltmarsh vole
Florida long-tailed
weasel
Everglades mink
Florida mink
Sou theastern ba t
Gray bat
,Indiana bat
Round-talled muskrat
Key Largo woodrat
Key dccr
Silvcr,rice rat
Pine Island rice rat
Sanibcl Island rice rat
Key Largo cotton mouse
Chadwick Beach' cotton
mouse
Chocta wha tchee beach
mouse
Pa II id beach mouse
Sa n ta Rosa beach mouse
Southeastern bcnch mouse
SL Andrcws bcach mouse
Anastasia Island beach
mousc
Perdido Key beach mouse
Sperm whale
Southeastern big-cared bat
,Florida mouse
Key Yucn rnccoon
Key West raccoon
Englewood mole
Big Cypress rox squirrel
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Designated Status!
FGFWFC2 FDA] USFWS~ CITES"
,-
Scientific Name'
, Con
, t
E
SSC
E
C2
11
'She
Ins
SC'iltrllS iager sharma'ni
Sigmodon Itispidus
inslIlicola
Sorax IOllgirostris cionis
Sy/vilaglls pafllstris
hclneri
Taln;as striaills
Tricheclws manatus '
E
E
C2
E
,Hm
Lo"
"
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E
SSC
E
E
II
JI
1
Eas
."W cs
: ',F
Urslls ameriqani,s f/oridanus' ,,', ,'Pia
','
C2
*Not applicable in Baker,and C~luin
, ,"/
T
C2
C2
C2
E
E
C2
E
E
"
",',
, .' ,
, ,,~ ,
E
E
Corals
'I
Delld rogyra', cy/illd rus : '
Pill.
E
E
Spone:cs
E
E
C2
Dorsi/ia palmeri. '
Ephydatia stlblilis
Okl
, Kis
sse
E
Crustaceans
C2
E
"
CrangollYx gradimalllls
Crallgonyx hobbsi '
Palacmoneles emnmillgi
"
,Flo!
Hob
Squ
,sh
sh
Pall
c
, Eca
, Siin
Bin
E
E
E
E
Procambal'lIs acluirolllis
C2
Procambarus econfillae
Procambarus erythrops
Procambams piciIls ' '
T
T
E
Arachnids
C2
E
Cesonia irdug;
Cyc/ocosmia torreya
Key
Tor
s
Lak
\\
E
E
E
"
Sosipplls placid"s
E
E
C2
C2
C2
C2
C2
C2
Alla'ea Ildridalis
, ,
ssc
Insects"
Agarodes ZiCZlIC
'Zig
c
Flor
b
T
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; pr~iYi:;~;":;J,;i~I/:;:::;'~ :'< '.., ':;' .' " '::~ ~:,'.,::,':.11" ,:;:;'< ;;",; " ,.. I .
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Scientific Name
Common No me(s)
>' '.,'
Sciurus' niger sherman;
'Sigmodoll hispidus
insulicola
Sorex longirostr;s c;onis
Sylvilagils' palustr;s
hefneri'
Tamias striatus
Trichcclllls manaWs
Shermants fox squirrel
Insular cotton rat
, ,
Homosassa shrew
Lower Keys marsh rabbit
VrslIs afncricanu!; /lor;dallus '
Eastern chipmunk
....,-West Indian manatee;
Florida manatee
" Florida black bear
*Not applicable in Baker and Columbia counties and Apalachicola National Forest
I
INVERTEBRATES
'Corals
,."
Dendrogyra cylindrus
Pillar coral
E
Snonl!.cs
'.;.'
" ,;
}' e
:':
DorsiUa palmer;
Ephydar;a subtiUs
Oklawaha sponge
Kissimmee sponge
C2,
C2
1
Crustaccans
, Cra;,gouyx grlld;nulIIlls
Craugouyx 'lObbsi
, Palaemouetes cumming;
Procambarus ccou/;uae ,
Procambarus eryJhrop.'l
Proc(lmbarus picllts <
Florida cave amphipod
Hobbst cave amphipod
Squirrel Chimney cave
, shrimp; Florida cave
shrimp
Palm Springs Cn vc
crayfish,
Econfina crayfish
Sims Sink crayfish
Black Creek crayfish
C2
C2
T
Procambarus acherolllis '
C2
SSC
SSC
SSC
, '
Arachnids
SOS;PPIIS placidu,s '
Key gnaphosid spider'
Torreya trap.door
spider
Lake Placid funnel
wolf spider
C2
C2 I
Cesoll;a ;n';llgi
Cyclocosm;a IorreJ'(l
C2,
I n'sec ts
Agflrodes z;czac
Zigzag blackwater
, caddisfly
Florida lenfwing
butterfly
C2
AI/fica /lorit!fI/i.\'
, C2
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Scientific'Name
Designated Status'
FGFWFC1 FDA' USFWS4 CITES!
-
'i I"
6 [~'~
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Common Name(s)
Anomala,eX;gIlQ.
C2
Exiguous anomala
scarab beetle
Archbold anomala
scarab beetle
Aphodius tortoise com-
mensal scarab beetle
Florida asaphomyian
tabanid fly
Big Pine Key atnenius
dung beetle
Woodruff's ataenius
dung beetle
Big Pine Key conehcad
katydid
Keys short-winged
'conehead katydid
Florida. ceraclean
, ' longhorn caddisfly
Copris tortoise com-
, mensal scarab beetle
Say's spiketail
dragonfly
, Miami roundhead scarab
, beetle
,Keys scaly cricket
Fig seed diving beetle
American sand-burrowing
mayfly'
Florida a t'ala' bu tterfl y
Brunze clubtail dragon-
fly
Spiny Florida sandhill
scarab beetle
Miami blue butterfly
,AIlomala eximia
C2
Aphodius IroglodYles
C2
Asaphomyia floridcllsis
C2
C2
, Alaellitls super (icialis
, Ala~llius woodruffi
C2
Belocephalus micalloPY
C2
Belocephalusslcighli
C2
Ceraclea floridalla
C2
Cordulegas'ter sayi
C2
C2
,.
Copr;s gopheri
Cyclocephala miam;em;;,~
C2
d
Cycloplilum i,.reglllaris
DesmopaclJria cellchramis
Dolania americana '
, C2
C2
C2
Eumaeus alala florida
Gomphus IOwllesi
C2
C2
Gro1l0carus mullispillosus
C2
Hemiarglls IIlOmasi
, bethune':'bakeri
Hemclides arislademtls
pOIlCealltlS
Homoeolleuria dolalli
C2
"
Schau:;' swallowtail
butterfly
Blackwater sand-
filtering mayfly
Brown merycomyian
tabanid fly
Florida intertidal
firefly
Sweadner's olive
hnirstrenk butterfly
DelangIs mixognster
flower rt y
Scrub Island burrowing
sea Tn b beetle
Sugnrfoot moth fly
Apnlnchicoln twilight
skimmer drngonfly
C2
C2
E
E
C2
Meryconlyia brulllll!a
C2
Micr(J/lClspis floridtlllCl
C2
Mitoura (=Callopllr)ts)
CrY"CIIS ,nveml"eri
Mixognslcr de/ollgi
C2
C2
Myeolrupes pednsler
C2
Neniopalpu~' IIcnrclicu.\'
N.mroc''ordulia clara
'l~" ~~~tfl',)"'::r"""~"J~I'; ,)"
,J\ :*.t~m:~~:~ ..Jl.~~\. ;.J~<~ ''',4; :\It'
~fb ',~.':''- '., , ' ", ' "". " ;',\'
tJ;:\i~i?,.:.:{,:!":,~~j
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Scientific'Name,
OchrOlrlehia 'prov'osti
, ,
Oecetis'parvp
Oxyethira florida
, ~. , '
Peltrolrupes yo~ingi
, " ' ,,' ,. .a.
Pholuris brimnipe1~nis' ' ", '. :",Evc
, floridana " ' .' ..,'; :'.\',: :;"; r
Pholtlris sp.' (undescribed)" ,,:,',; Tur
Polylamina pubescens' ',."'~ \Y0l
" r," e \'.:":.: ,
, e,~" (, I
Progomphfls bellei, , ". ' ' . ; ",',,: Var
Pyre Ie rra ce romatica
Serica Irosli ' '
'; e ': ./:01
>Cer
,.: t 'Fro
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, ",,'; ~ s
,.Jan
,c, ,;,'.b
, :Bar
t' ,;.::l'b
',',,::' Tor
: ,::', g
:Thr
Serica lanlllla '
Slrymon ads bartrami
Telligidea empedonepia
Triaenodes lridonla
Trigonopelasles floridana .
Trox howelli
Zale perculta
Molluscs
Alasmidollla wrightiana
Amblema neislerii
Aphaoslracon asthencs
ApllaoSI raeon xynoeliclfls
Cinc;,malill lIelicogyra
Flor
Fat
Blu
. s
Wek
, ." S
Qen
, tl
h
Fen
h
Heli
AphaoslracOli monas
ApltaoS,ll'aCOIl PYCIIIIS
Cillcimlmia ,mica
Cincin'tUltia nWllroensis
Cincinnalia par\'Q
'CiI!ci",talia pond erosa
"
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I~~!D,\:;,Y;!\,/:,:;'x;"!~':,,,:));:.......:,; ,," :../....
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or .,l,'
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<,.1,
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Scientific Nam'c
Ochrotrichia provosti
Oecetis parva
Oxyethira florida
Pe!trotrupes YOlmgi
Pholllris brunni pennis
floridana
Photuris sp. (undescribed)
Polylamina pubescens
Progomphus bellei
Pyref(!rra ceromatica
, Serica frosti
Serica tantula
Strymon acis bartrami
Tettigidea empedonepia
Tr;ae!lodd lridonta '
Trig01;opelastes florid alia
Trox howe/li
Zale percfllta
Molluscs
Alasmidollla wr;ghtialla
'Amblema IIcisler;; ,
Aphaostracon asthelles
Apllaostracoll monas
AphaostracolI PYClIlIS
" 'AplllloslracolI xYlloclictus
CiIlC;'l1Iat;a lIelicogyra
Cillcillllatia mica
Cincimratia I1wllrOell,'i;S
Cillcimlat;tJ pm'wI
Citlc;nllalia potulernsa
, ,'t
',. I
~;!'.,'.;:,;,': ' .'i,
b-I...'. l}'H".\,. .' e '.,'
y.:J..'" ,,-.:fl-o.::, ~,.t .',.
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"
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=, /.
'f:,., .
','
Common Name(s)
Designated Statusl
FGFWFC2 FDA 3 USFWS" CITES'
Provost's ochrotrich ian
microcaddisfly
Little oecetis longhorn
caddisfly
Florida oxyethiran
microcaddisfly
Ocala burrowing scarab
beetle
Everglades brown wing
, . firefly
Turtle Mound firefly
Wooly Gulf dune scarab
beetle
Variegated clubtail
dragonfly
Ceromatic noctuid moth
Frost's spring serican
scarab beetle,
Tnntula sericnn scarab.
beetle
Bartram's hairstreak
butterfly
To'rreya pygmy
grasshopper
Three-tooth triaenodes
caddisf1y
Scrub palmetto flower
scarab beetle
Caracara commensal
scarab beetlc
Okefenokee zale moth
C2
,C2
C2
C2
C2
C2
C2'
C2
C2
C2
C2
C2
C2
C2
C2
C2
,
C2
Florida arc mussel
Fat three-ridge mussel
Blue Spring hydrobe
sna il
, Wekiwa Springs hydrobc
" snail
Dense hydrobe snail;
thick.shelled
hydrobe snail
Fenney Spring
hydrobc snail
Helicoid spring snail;
crystal siltsna i I
Sand grain snail;
lchetucknee siltsnail
En terprisc s i ltsnu it
Pygmy siltsnnil
Ponderous siltsnail
.
C2
C2
C2
C2
C2
C2
C2 '
C2
C2
C2
C2
7
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Scientific Name
Cinci",ratia ,'allhy"in1:i
, . Cinciwratia wekiwae
ElIiptoideus sloatianllS
, Fusconia escambia
Goniobasis (=EUmia)
alhanyensis
. Lampsilis allslralis
Lampsilis Sllba'nglllala
Ligrms !ascialllS
Obl'aria rOlrllala
OrthaUClIS reses
~/eriroblema p);rijorme
PtyclrohrmrchllS jonesi
Vertigo hebardi '
Villosa choclawensis
Acacia chfJriophylla
Acoclorrhaphe wright;;
AcroslicJmm aurcllm
A'cl'osticllllm, d mraeiJolill m
Actaea pacllypoda '
, Adialllum capillus-\'eneris
Adialllllm melanolcllcllm
Adialllllm ICllerum
Agrimonia inci~'a
Amorpha crenlllata
Anemia adiamiJolia
Allemonella lhaliclroides
Aqllilegia canadensis var.
(mst rali~' '
,
Arabis canadensis
'Argythamnia blod gettii
Aristlda/loridmlO
'Aristidn simplicijlora
Aristoloellla lonieUlo.w
"'l.';'~'",Hx::f'L,*:!I\i: ,- ,
!j~'::l!<.1(*,.mp,,'tYxM ",
(! WV\,' tf\/)~'j.""!:l"';~ ' ...1,,.
tJ~;;'!i:t{;S:'~j!
!~!~.,,~... 11'l .,,1( ~I' .1.rJ*.I'~
ti:;;Y$i;: ::~.::;,~,\~)'~: ~ r; '.:~: ;'.:' h! ~:~j:
~{)"J- ' .-;,,",' ,',';, ," ,,','~
i?~f,.>~~'.:1 (, :.~:?(.~,' :~',i.:' "",~ ~.~~.~,~:~ ':1)
~\'" ",,1:',,"""'" . 10 .. '~
, ;~i{:W :f:j,y,:,<i,,:.,t,:,~ ,~'~::;,,:i~li;
I~t:e,,!.t>. ~.~ "~.'I,""! 4,1! '. ~'.. ?e.
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8
Common' Nnme(s)
Seminole siltsnail
Wekiwa siltsnail
Purple bankclimber mussel
Narrow pigtoc mussel
Albany snail; black-crest
eJimia
Southern sandshell
mussel
Shiny-rayed pocketbook
mussel
Florida tree snail
Round 'eb6nyshcll mussel
Stock Island tree snail
Oval pigtoe mussel
Southern kidneyshell
mussel
Keys vertigo
Choctaw pearly mussel;
choctaw bean; Athearn's
'pearly mussel
C2
'. .".:~~~f}
. ><;~l
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, ,~!.J..
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C2'
, ,>':{
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PLA NTS
Tamarindillo
Pa u rotis pal m;
Everglades palm
Golden leather fern
Giant leather fern
,Baneberry
Venus-hair fern
Fragrant maidenhair fern
Maidenhair fern (unnamed)
Incised groove bur;
, ha rvest I ice
Crenulate lead plant;
Miami lead plant
Pine fern
Rue an'emone
Wild columbine;
,sou thern col u m bi nc;
Canadian columbine
Sick!epod
Blodgett's wild-mercury
Florida three-awned
grass; Key West
thrcc-uwn
'Sou thern t h ree-a wned
grass; Chapman
three-awn'
Dutchman's pipe
E
T
E
T
T
T
E
T
C2
E
E
T
T,
E
C2
'.'
, t
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~,
, '
, Scientific Name,
.,/"e
" ,f
, '(
.<
i
Ascl,epias curtiss;; ,
AsClepias viridiflora '
Asclepias viridu/q. , ,
'.' . ~'. l .
" ,
Asimitia ,lelramera '
,,: ,'F
Asplellium abscissum '
Aspleirium auritum
Asplenium cristatum
Asplenium dematum
Asple.nium heleroch.ortlill.
Asplelliu,!, heleroresiliens
, :,1,_' 'e':
, ,'5
, ,~
; S
,', '.'\5
",5
,,' el".:V
., ~ J ~ ' . _.
: r
Asplenium monanthes
'S
. ' .'
',,/ .
Asplenium plal)1IfeUrOn ,
A~:plenium plenum,
Asplenium pumilum ,"
, .
.' 'E
[
[
,Asplenium resiliens
L
Asplenium serralum:"
E
Asplenium subtile
Aspleniw11 lrichomanes-
den/alum' '
Aspleliiuni, \'erecwrdum
Aster chapman;;
Aster eryng;;jolius '
. Aster Jremisphericus
Aster spinuloslls" ,
. AtJryrium asplenioides
Baptisia calycosa var. hirsuta
Baptisia megacarpa
Baplisia 'simplicijolia
S
,S
s
c
C
A
p
, S,
P
:A
C
Basiplryllaea corallicola
Bigelowia mil/alii "
Blechnum oceidelJlale
Bletia pawla
Bletia purpurea
Bomlmia grandijlora
o
N
S:
o
P
F
Bourreria cassillijolia
Botrychium bilernatum
Botryclriunl dissectum
, BotrycJrium lunarioides
Botrycllium virginia;ulI?r
'L
54
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9
Scientific Na'me Common Nume(s) Designated Status.
FGFWFC2 FDA) USFWS4 CITES~
Asclepias curtiss;;" ~urtiss' milkweed; , E
Asclepias l'iridijlora sandhill milkweed
Green-flowered milkweed E
Asclepias viridula Apalachicola'milkwecd; T CI
grecn milkweed
Asimilla IL'lramera ~;our-petal pawpaw; 'E E
Asplenium abscissum opossum pawpaw
Spleen wort' (un namcd) T
Asplenium allrilum Auriclcd spleenwort E
Asplellium cristatum Spleenwort (unnamed) T
Asplellium dell/mum Slender spleen wort T
Asplenium helerochoru;n ' ,
Spleenwort (unnamed) T
Asple;lium heleroresiliens Wagner's spleen wort; T C2
mixed splcen wort
, Asplellium monmllJres Single sor us spleen wort; E
San Felasco
As plenium pial ynellron spleenwort
Ebony spleenwort T
Asplenium plenum, Double spleenwort T C2.
Asp~e.nili"" pumilum Dwarf spleenwort; E,
chcrvil spleenwort
AsplPllium resiliells, Little ebony T
spleen wort
Aspl~nillin serralum Bi rd's nest spleen wort; E
. wild birdnest fern '
Asplellium sublile Spleenwort (unnamed) T
Asplenium tric/lOmimes- 'Spleenwort (unnamed) T
denlalum
Asplenium vereclllldum Spleenwort (unnamed) T
Aster chapman;; Chapman's aster C2
Asler en'/lgiijolills Coyote-,thistle aster C2
Asler hemisphericus Aster (unnamed) E
Aster spinllloslIs Pinewoods aster T C2
Alhyrium asplenioides Southern lady fern T
Baplisia calycosa var. hirsltla Pineland wild indigo T C2
Baptisia megacarpa Apalaehicola wild indigo T
Baptisia simplici/oli(~ Coastal Plain wild T ' , C2
"
11 indigo; scare,:,wecd
)~ Basiphyllaea corallicola qrchid (unnam~d) T II
Bigelowia Iwllalli Nuttal's rayless goldenrod E
Blec/mum occidentale Sinkhole fern E
B/clia patula Orchid (unnamed) T II
Blelia pllrpllrea Pine pink T II
Botlamia grandi/lora Florida bonamia; E T
large.f1owered
bonamia
BCJUrreria cass~lIifolia Little strongback E
Botrychium bitematum Southern grape fern T
BOlrychium dissecwm Grape rern (unnamed) 'T
BOlrychiunI lll1wrioidcs Winter grape fern T
, Bolrychillnl ,'irgillianW1f Rattlesnake fern T
(.
,;e '., '".; ~.,;+ :, e ~. ~ '1;;~ ~
"
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rt ~ i' """,
~//, ,.' ""
J \ . t < .'. .. ~ ",
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~~:.'f;r\/:~,: \:' .:":':~<;':'IZ:
t' ""1'" " '.' ,...'
~r:;i;;~~; Y:,' ~" :',,'>. ~,,': :, ~"':l ,;:'/{i
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.' .'. ,. .. ",. J ~. ' ,
Scientific 'Name
Brassia caudala
Brickellia cordijolia
B'rickellia eupalorioides var,
floridana (0:::::8. mosieri)
, Bulbophyllum pachyrrhachis
Bume/ia lycioides
Bumelia Jhomei
Burmannia flava
CacaUa'diversijo/ia
Calamintha ashei
CalaminJha dentata
Calamovi/fa curtiss;;
CallirJlOe papaver
Calopogon barbaJus
Calopogonmultijlortls
Calopogon pallidus
Calopogon pulehelllls
Calopogon tuberoslls
Calyeanthus floridus
Campanllla robinsiae
Campylocentrum
pachyrrhizllm
Campyloneurum
angustijolillm
Campyloneurllm costatllm
Campylonellrum lalllm
Campylolleurum phyllitidlls
Carex baltzelli
Carex chapman;;
Cassia keyellsis
Catesbaea parvifl~ra
Catopsis berteroniana
Catopsis f/oribllllda
Calopsis nutalls
Cellis igu{f,iaea
Celtis pa//ida
Celllragelliiml cetaceum
Ceratopteris pterioides
Ceratopteris Ihaliclr()ide~'
Cereus eriopJlOrtls var,
fragrmu'
;~:;~\,:~~:,.,; ;', I, ,">,,, ", t
f.(;: '; .'.";: Tif
,iJ-" I, r,\:; ~ '*. >. ""~f~
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~t.tf.'.1'" ': ',' j ",I" 1t, '1'1'
(:,XFr ,;1 '.:0'. "\, ,.'.~!' ~t;
~ . .... '" ~ ~ .' e ^', '.J' ~ , ' < r. t, '. \, ::.-".i.
'i'~:f'J'~~"i:..' ", ',',;:> "\~r
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k:1Jh;:;';:.:;: ',,- ;:....:'.;,',..:: ,;<(:';:~;
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I
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Common Name(s)
Designated Status'
FGFWFC2 FDA3, USFWS" CITES"
Long~tai1ed spider
orchid
Flyrts brickell~bush
Florida brickell~bush;
Florida boneset
Rattail orchid
Buckthorn (unnamed)
Buckthorn (unnamed)
Fakahatchee burmannia
Variable-leaved "
Indian plantain
Ashe's savory;,
la vendar basil
Toothed basil
Curtisst reed grass;
Curtiss' sand grass
Poppy mallow
Bearded grass pink
Many-flowered grass pink
Pale grass pink
Grass pink (unnamed)
Grass pink (unnamed)
Sweetshrub
Robins' bellflower;
Chinsegut bellflower
Leafless orchid
T
C2
T
E
C2
C2
E
T
C2
E
T
C2
T
CI
'E
C2
C2
T
T
T
T
T
T
'T
E
E
E
Narrow strap fern
E
Strap fern (unnamed)
Strap fern (unnamed)
Strap fern (unnamed)
Baltzell's sedge
Chapman's sedge
Big Pine partridge pea;
Florida keys senna
Small~flowered
lily-thorn; dune
lily-thorn
Powdery catopsis
Air plant (unnamed)
Nodding eatopsis
Iguana hackb~rry
Spiny hackberry
Spurred ncottia
Wuter~horn fern (unnamed)
Water-horn fern (unnamed)
Fragrat:\ t wool-beari ng
cereus; frugra n t
prickly apple
T
T
T
E
C2
C2
CI
T
E
E
E
E
E
E
E
T
T
,E
E
II
II
II
II
II
II
II
II
11
II
, "
Scientific Name
CO'
". Ab
Cereus gracilis var.
aboriginum '
Cereus gracilis var;
simpsonii '
Cereus pentagonus
Cereus robinii '
Chamaesyce' cumulicola
Chamae'syce (r::aEuphorbia) ,
'deltoidea deltoidea', '
Chamaesyce deltoidea ,
serpy/lum ,"" ' " ",
Chamaesyce (';'Euphorbia),,'
garb'er; " ,
Chamaesyce, porteriana var.., '
keyensis ", ;
Chamaesyce porteriana var.',
porteriana
Chamaesyceporteriana var.
scoparia ' ,
Cheilanthes mierophy//a
C iii Dna nthuspy gmaeus
Chrysophy//um aUvaeforme
Chrysopsis floridana
Chrysopsis godfreyi
Chrysopsis gossypina ssp.
eruiseana
Cienfuegosid heterophy/la
Cladollia per fo'rata
Cleistes divarieata
, Sin
" nil
:,Tn
Sal
,We
Wi,
Gn
, Ke
, ',POi
,POI
SOl
,Ph
Sal
Fie
" Go
.'
Cr
Yc
Pel
Ro
Clitoria fragrans ' ' Pi~
Clusia rosea Ba
Coccothrinax argentala Sit
Cocos nuci/era Co
Cae/oraehis tubercu/o.sa ,.Fh
Comme/ina gigas Cli
Conradina brevi/lora , Shl
Conradina etonia ' Etl
ConradilJag/abra ' 'All
COllradina gralldi/lora , La
Coral/orlliza odontorhiza . Atl
, Cora//orJriza wisleriana " ,Sp!
Cordia sebeslena Gc
Comus a/tertii/alia Pa
Crrmichis mltsco~'a , Or
Cr~l(legus phaellopyrum W'J
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Common Name(s) FGFWFC1 FDA 3 USFWS" , CITES'
Cereus gracilis var. Aboriginal prickly'apple E C2 II
aborig;num
Cereus gracilis var. Simpsonts prickly apple' E C2 II
,~. simpsonii I
; " I Cereus pentagonus ,Dildoe cactus T II
!' , Cereus robin;; Tree cactus E E II I
Chamaesyce cumulicoJa Sand dune spurge C2 1
. Chamaes,Vce (""Euphorbia) Wedge spurge; E E I.
deltoidea deltoidea deltoid spurge II
Chamaesyce deltoidea ' Wild thyme spurge; E Cl l.
serpyllum wedge spurge
Chamaesyce (=Euphorbia) Garberts spurge' E T I
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Chamaesyce porteriana var. Porterts hairy.'podded E', C2 i;
porteriana spurge .1'
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Chamaesyce porteriana var. Porterts broom spurge E C2 ,
scoparia i
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Cheila1lthes microphyJla Southcrn'lip fern E .' I:
Chionanthus pygmaeus Pigmy fringetree E E ' "
Chrysophyllum oUvaeforme Satinleaf E
Chrysopsis floridana Florida golden aster E E
Chrysops;s godfre)'i Godfrey's golden 'aster 'C2
Chrysops;s gossypina ssp. Cruisets golden aster E C2
cruiseana
Cienfuegosia heterophyJ/a Yellow hibiscus T "
CJadonia per forata Perforate reindeer lichen, C2
Cleistes'divaricata ~osebud orchid; T II ::
spreading pogonia
CUtoria /ragrans Pigeon-wing buttcrfly- ' T Cl
pea; sandhill butterfl~tpea ,',
CllIsia rosea Balsam apple (unnamed) E
Coccothr;llax argelllata Silver palm, CE
Cocos Ifllcijera Coconut palm T
Coe/orachis tuberclllosa Florida jointtail; C2
'" piedmont joint grass
CommeJilltl gigas Climbing ~ayflower T I:
Conradina bre~ijlora ' Short-lea \'ed rosemary PE
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Conradina clonin Etonia rosemary PE i
Conradina glabrn Apalachicola rosemary; T PE i
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panhandle rosemary j
Conradiun grandiflora Large-flowered rosemary E C2 , i
Corallorhiza odontorhiza Autumn coral root T II ' I
Co'rallorhiza wister;ana Spring coralroot; T II I
Wister's coralroot I
Cordia sebeS((!Ulz Geiger tree E
Comus altcrlli/ol.ia Pagoda dogwood T
Cumichis mllSCO,m Orchid (unnaincd) T II
CraJaeglls plwt!llopyrllm Washington thorn E
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Croomia patlcijlora
Crotolaria avonensis
. Cryptotaenia canadensis
Ctenitis'sloane;
Clenilis stlbmarginalis
Cuctlrbita okeechobeensis
Cupania glabra
Cuphea aspera,
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Cyrtopodillm anderson;;
, Cyrtopodium punetaWm
Deeringolhanums ,pulchellus
Decringo/hamnlls ruge/ii
Delphinium earolinianum
Dellns/acdtia bipinnala
, Dicerandra chrislmanU
, Dicerandra comutissima
Dicerandra jrlllcscells
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Dicerandra immaculma
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Dicraflopleris jl(!xlIosa
Digilaria florid(lIIa
Digitaria, gracilli mo.
Digilaria paucijlora
Dodeea/heoll meadia
Dl'osera illlermedill
Dryopleris ludovicialla
E'ly/raria ca,.oline".~i~, var.
, ,angusli/olia
, Encyclia hoot!tiallfl vor.
erYlhrollioides
Eflcyc!ia cochl<ww
EllcYC!ill pygnwca
Encyc!ia lampellsi.\'
Epidelldrum aCIIIUH!
Epidelldrum (lIIcep~
Epidelldrum .f;OIlOfJ.H'/In/
Epidendmm di//ornw
Epic/em/rum noell/mum
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Designated Status1
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Few-flowered croom ia
Avonp'ark rattlcbox '
Honcwort
Comb fern (unnamed)
Comb fer[J (unnamed)
Okeechobce gourd;
Indian, pumpkin
Cupanin
Tropical waxwecd;
West Florida wax weed
Orchid (unnamed)
Cowhorn orchid;
'cigar orchid
,White squirrel-banana;
slim-petal pawpaw;
beautiful pawpaw
Y cHow 'squirrel-ba na n a;
Rugel's pawpaw
'Carolina larkspur
Cuplet fern; hay-scented
fern. ,
Go rrettfs min t
Long-spurred balm;
Robins'mint
Scrub balm; Lloyd's
mint
Spotless-petaled balm;
Lakela's mint;
Olga's mint
Net fern '
Florida crabgrass
Longlcaf finger grass
Two-spike finger grass
Shooting star'
Water sundew
Florida shield fern
Nllrrow~lea ved Carolina
'scalystem
Dollar orchid;
dogtooth orchid
Shdt orchid;
clamshell orchid
Dwarf epidendrum
Butterfly orchid
Acuna's cpidendrum
Dingy-flowered
epidendrum
Greenfly orchid
Unbellcd epidendrum
Night-scent orchid; night~
smelling cpidcndrum
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Epidendrumrigidum' '
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Epigaea repens ,I ' .,
Equisetum hymale' ." ,. ..,
'Eragr,oslis'tracyi', ' ..," " ::" r';f.'
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Eug,enia simpson;; "'.:; .
Eulophiaalta , . , "
Eulophia ecristata; .
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Forestierlf segreg'ata var./..:~" ,
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Galactia pinelorum " ;' :'...,,.
Galactia small;;:: ' , '
Galeandra be)'richii
'Garbe ria helerophJ'lIa,
Genliana pennelliana
GoniophlebiJlm lriseriale
Gossypillm'lzirsuwm
Govellia iildclilala
Guaiacum sanctum
Guzmllllia 'mollostachia' '. ' ,
Habenaria 'dislans'
Haben(uia nh'ea .
H abc ,ia riaod OIfl,O pe l ala
Habcmaria quillqties/a'
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Harrisella, filiform is "
Harrisella porrecta ' ,
Har/wriglttia jloriqalla
Hedeoma graveo/ens
Hed)iotij' nigricans var.
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Designated Status'
Scientific Name Common Name(s) FGFWFC2 FDA3 USFWS4 CITES' ,
Jra/~ia latifolia ' ,
Mountain laurel T
Lachnocatllon digynum Bogbuttons (unnamed) C2
Lrmtana depressQ Verbena (unnamed) C2
Lechea cernua Nodding pinweed; E C2'
drooping pin weed
,Lechea divaricata pine pin weed E C2
, Lechea lake/ae Lakela's pin weed C2
Leiineria J/oridana Florida corkwood T
Leochilus /abiatus Orchid (unnamed) T II
Lepanthopsis melanantha Harris' tiny orchid E C2 II
Lepuropetalon spathula/um Little people E
Liatris oh/ingerae Florida gayfeather; E E
scru b blazing star /,
.
Lialris provfncialis Godfrey's blazing star; E C2
Godfr'ey's gayfeather
Licaria tfialldra Licaria E
, ,Lillum catesbaei Catesby's lily T
Lilium iridollae Panhandle lily E C2'
Lindera melissijolia Swamp spicebush; Jove's E
L'indera subcoriacea fruit; pond berry
Spicebush (unnamed) C2
Litrum arenicola Sand flax E C2
Limun carteri var. carteri Carter's small-flowered E C2
flax; Miami flax
L;num carter; var. smaW; , Carter's large~nowered E C2
flax; South Florida flax
Lb~lml slIlcatum var., harper; Harper's grooved C2 ,
yellow flax
Litmm westii West's flax T C2
Lipar;s elala Tallliparis orchid T '11
Listera australis Southern twayblade T II
Litsea 'aesli\Jalis Pond spice; pond bush T C2
Lobelia boykillii Boykin's lobelia C2
Lobelia card;naUs ' Cardinal flower T
Lomariopsis klmzeana Holly,fern T
Lupitw~' ar/domm McFa rl iri's I upi ne; , E E
scrub lupine
Lup;mu Wt!stilll/IlS Gulfcoast lupine; To C2
panhandle lupine
Lycopod ium alopl!clll'Oides Foxtail club, moss T.
Lycopodillm appressum Southern club moss T
Lycopodium caroUI/ial/llm Slender club moss T
Lycopodium cermwm Nodding club moss T
Lj'copodium dicllOtomum Hanging club moss; E
eoneless ,club moss
Lycopodium proslralllm Prostrate club moss'; T
Harper's club moss
Ln:opodium palmalum Climbing fern (unnamed) '. T
Lytllrum curti.\'s;; Curtiss' loosestrife E C2
LYlhmm flagel/are Lowland loosestrife; C2
creeping loosestrife
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Designated Statusl
Scientific Name Common Narne(s) FGFWFC: , FDA) USFWS" CITES!
Macbridca alba White birds-in-aRnesl E T
Macbridca carolina BirdsRjn-a-nest (unnamed) C2
Macrade"ia /lItesccmj Trinidad macradenia T II
Macrantlwrtl flammctJ Hummingbird nower E
~1(JgllOlia aClIminata Cucumbcr trec T
Magnolia ashei Ashc's magnolia E
Magnolia pJ1ramidala Pyramidal magnolia E
Mala):is spicllla Florida malaxis; Florida T II
adder's mouth
Malaxis ItIlijolia Green adder's mouth T II
Mallotollitl gllaplwlodes Sea lavender E
lvlalus cmgustijolia Cra bapple T
Mars/lallia obo\'ata Barbara's buttons T
(unnamed)
,Marslwllia rammw Southern barbara's E
buttons
Marsilea mUCJ'onata Hairy p'cppcrwort; T
hairy watcrclovcr
Mate/a lI[ahanumsi,'i Alabama milkweed; E C2
Alabama anglepod
Mare/a h(l/dwYllialla Anglepod (unnamed) E C2
Malela floridtllw Florida milkwccd; E C2
panhandle anglcpod
Ma:dllarill cras.\ijo!ia Hidden orchid E II
, Medeola l'igillimltl Indinn cucumber-root T
Me/wI/hem pw'\'ifolin Small-leaved cat tongue~ C2
'South Florida eat
tongue
MiCl'ogramma Iwlt.'rop/t,l'lIa Polypody fern (unnamed) T
Milllwr/ia god jre,l'i Leafy sandwort C2
/I!onolropa !lriflcw;; Scrub ln'dian pipes; C2
Britton's pinesap
MOIlOlropa /tJ'fJOpil/t,l'S Pinesap (unnamcd) E
MOIlOtropsis reYl/o/dsilll' Pigmywpipes; swect E C2
pinesap
/I1yrciallllws fra~ralls va r. Simpson's stopper; C2
simp.wlIlii twinberry
Myriophyllum /axltnl Piedmont water mill'oil C2
Najll.\' filifolia Naiad (unnamed) C2
Nemast,l'lis f/oric/mw Fall-flowering pleatN E C2
leaf; celcsliallil~'
Nepl/fo/epi.\' biserralcl BOSlOn fern (unnamed) T
No/illa t1lol'OCal'pll Florida bea rgrass E C2
Nolilla "rillollial/o Scru b ben rg rass E CI
Nuplwl' Ilt/eum ssp. 1I/1'fu,'('lIm West Florida cow lily C2
Okenia hYI'oNllt'll Burrowing four-o'clock E
,OIH:idiltm (,lll'//w~elleIlS(! , Coot Bay dancing lady; T C2 II
spreud-ct\g1c oncidlum
Olleidillm f/oric/llllllnl Florida oncidium T II
Ollcic/illm luric/llm Mulc~car orchid; dingy- T II
flowered onc,idiuPl
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Designated Status I
FGFWFC2 FDA' USFWS4 CITES5
Dancing-Indy orchid;
Florida variegated
oncidium
Sensitive fern; bead fern
, bead fern
Bulbous adder's tongue
E
T,
T
T
T
E
T
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Li mestone adder's
, longue fern
Adder's tongue fern
(unnamed)
'Hand adder's tongue
fern
Adder's tongue fern
(unnamed)
Adder's tongue fern
(unnamed)
l'wistspine prickly
pear cact'us
Prickly penr cactus
,(unrlamed)
Semaphore cactus
Prickly pear cactus
(unnamed)
Cinnamon fern
Royal fern
Giant '....nter dropwort;
giant water cowbane
Water dropwort (unnamed)
A Ileghen y ,spu rge
Ribbon fern
Cutthroat grass
Naked-stemmed panie
, grass
'Pineland panic grass
Coastal parnassia;
Carolina grass-of-
parnassus
Gruss-o f -pu rnassu s
Paper-like na ilwort;
, papery whitlow-wort
Cliff brake fern
.' Everglades pcperomia
Cypress peperomia
Pepper (unnamed)
Florida pcpcromin
Pale-green peperomin
Spntlilate peperomin
Lemon vine; blade
apple cactus
Golden, pol ypod y
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'.'. Designated Status' .
Scientific Name Common Name{s) FGFWFC2 FDA' USFWS~ CITESs i'
,--
PllOradendron rubmm Mahogany mistletoe E "
" ,
Phy/lanthlls /iebmanniallus Pinewood dainties; T
Florida leaf flower
, Phyllalllhus pentaphyllus Florida five-petaled C2
floridatllls leaf flower f>
Physocarpus opu/ifo/ius Ninebark E "
"
, .>
Physotegia leptophyllum Slender-lea ved false C2 ' '"
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, , , dragonhead; Small's .'J'f
,
false dragonhead "
, Pinckneya pubells Hairy fevertree T "
..
( =bracteata) , I,L
Pinguicula caerulea Blue butterwort T
Pinguicula iOllantha Violet-flowered butterwort; E PT
Godfrey's bu tterwort
Pinguicula lwea . Yellow butterwort T
Pinguicula plani/olia Chapman's butterwort E C2
, Pinguicula primuliflora Buttcrwort (unnamed) , T
Pinguicula pumila Small bu tterwort T
Pityopsis flexuosa Panhandle golden astcr E C2
Plantago cordata' Heart-leaved plantain C2
Plantago spal'siflora Pineland plantain' C2
Platanthera blephariglottis Large white fringed T II ..~.
orchid
Platanthera ci/iaris Yellow fringed orchid T II ~. ,:.
Platalllhera clavellata ,Little club-spur orchid; T II ~'J
small green wood ' , ,
'\:~
orchid . ,
Platantllcra cristnta Golden fringed orchid; T II c)>
. e ' ,~
crested fringed orchid ,;j
-,
Platanlhera flava Southern tubercled T II v
. .,+
, orchid; gypsy-spikes ' ',;',
','
Plalalllhera illlegra Southern yellow T II
fringeless orchid;
, orange rain orchid
Platalllhem nh'ea ' Snowy orchid; bog T II
torch
Plcopellis rel'oluta Star-scale fern T
Pleurothal/is gelida Orchid (unnamed) 'T 11
Pogollia ophioglossoides Rose pogonia T 11
Poinsettia pilletorum Everglades poinsettia E
Polygala boykinii var. Boykin's few-leaved C2
spar,5ijo!ia milkwort
Polygala lewtollii Scrub milkwort; Lewton's E CI
, pol yga In
Polygala rugefii ,Big yellow milkwort T
Polygala smallii Tiny milkwort; E E
Small's milkwort ,
Polygonella ciliata va r. Hairy jointwecd; hairy E 'E
basiramia wireweed; tufted
wircwccd
PolygoneJla nwcI'ophyJla Large-lenved joint weed T Cl
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Po/yganel/a myriophyl/a
Po/ygonllm meisnerianum
Po/ypodium dispersllm
Po/ypodium p/umllla
Po/ypodium pJi/odon
Po/yrrhiza linden;;
Po/ystachya f/avescclIs
(=concreta,' =extinctoria)
Po/ystichum acrosti~hoides
Ponthieva racemosa
Potamogeton floridatHls
Prescottia oligantha
Prunus geniculata
PseudopllOenix sargenl;;
Psi/Olum nudum
Pleris crelica
Pteris longifolia
Pleris Iriparlit(J
Pleris villala '
Pleroglossaspis ecristala
Remirea maritima
Reslrepiella ophiocephala
Rhapidophyllum hystrix
Rhexia lu/ea '
Rhexia parvif/ora
Rhexia saUci/olia
Rhipsalis baccifera
Rhododendron alabamense
Rhododendron austrinum
Rhododendron call1'scC'ns
Rhododendron chapman;;
Rhododendron ~'iscosum
Rhynchospora crini pes
RhyncJwspora cl4lixa
RhYllcJlOspora decur,.ens
RhYllchospora punctala
Rihes echillcl/um
Ro)'stonea c1ala '
Rudheckia Ililida var. nill'da
Rlldbeck;a IrOoha vnr.
pimuili!oba
Rllellia noclif/ora
Sah(l/ ('Mnia
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Common Nnme(s)
Designated Statusl
FGFWFC2 FDA' USFWS. CfTES5
SmalPs jointweed;
woody wirewccd
Mexican tear-thumb'
Polypody fern (unnamed) ,
Polypody fern (unnamed)
Polypody fern (unnamed)
Ghost orchid; palm polly
Pale~flowered polystachya
CI
T
'T
T
T
E
T
T'
T
I
I
II
II
Christmas fern
Shadow wi toh
Florida pond weed
Orchid (unnamed)
Scrub plum
Buccaneer palm;
Sargentt.s cherry palm
Whisk fern; fork fern
Cretan brake fern
Ladder brake fern
Giant brake fern
Brake fern (unnamed)
Wild coco
Beach'star
Snake orchid
Needle palm
Yellow mcadowbeauty
Small-flowered meadow~
beau ty; Apalach icola
meadow beauty
Panhandle meadowbeauty
Mistletoe cactus
Alabama azalea
Orange azalea;
Florida azalea
Pink azalea
Chapmants rhododendron
Swamp honeysuckle,
Alabama bcakrush
,Georgia beak rush
Beakrush (unamcd)
Pinelnnd beakrush
Miccosukee g'ooseberry;
Florida gooseberry
Florida royal palm
St. John's.susan;
yello\~ coneflower
Pinnate-lobed brown-
eyed coneflower
Night.flowering rucllia
SCrllb palmetto
If
C2
~' ~
T
E
E
If
E
T
T
T
T
T
T
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E
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T
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C2
II
II
C2
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II
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E
T
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C2
C2
C2
C2
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I
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E
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20
Designated Status'
Scientific Name Common Name(s) FGFWFC2 FDA3 USFWS" CITESs
Sabal millor Dwarf palmetto; T
blucstem
Sacltsia baltamellsis Bahama sachsia E
SaUx eriocepltala Heart-lea ved willow E
Salix f/oridalla Florida willow' T C2
Sa/pingostyUs coe/e,r;Jiua Bartram's ixia E PE
Sa/via uriicijolia Nettle-leaved sagc E
Sarracen;a leucophylla White-top pitcherplnnt E C2 II
Sarraccn;a minor Hooded pitcherplant T II
Sarracen;a psiLlacina Parrot pi tcherpln n t T II
Sarracellia rubra Rcd-flowered pi tcherpl an t; E II
sweet pitcherplant
Scaevola plumieri ,Inkberry T
SC~I;salldra glabra Schisandra T
Scltizacltyrium niveum Riparian autumngrass CI
Sch;zaea german;; Tropical curly-grass fern; 'E
ray fern ,.
Sclnvalhaea amer;caua American ehaffseed E E
Scutellaria florid alia Florida skul1cap; E T
helmet-flowers
Selaginella apoda ' Mcadow spikemoss T
Selaginella arellicola Sand spikemoss T
Selag;uella armata Armored spikemoss T
Selagiuella ludoviciana Spikemoss (unnamed) T
Sclaginella plana Spikcmoss (unnamed) T
Selaginella "ncinata Spikemoss (unnamed) T
Silene po.lypetala Fringed campion; fringed E E
catchfIy
Silull floridmwm Florida water parsnip C2
Sphellomeris clavata Parsley fern T
Spigelia gelllianoides Gentian pinkroot; E E
panhandle pinkroot
Spigelia loganioides Florida pinkroot; E C2
Levy pinkroot
Spirallthes bJ'e~'ilabl'is var. Texas ladics' tresses T 11
brevilabris
Sp;ralllhes hrel'ilabl';s var. FloT ida lad ies' tresses T II
flor;dana
S p;ralltlws Ce1'1l1la va r, Fragrant ladies' tresses T II
odorall1
S piralllhes costaricellsis Ladies' tresses (unnamed) T II
, . Spiralllhes cranie/wide... Ladies' tresses (unnamed) T II
Spiralllhe~' clata Tall ncottia T 11
Spiramhes gracilis " Slender ladics' tresses T II
S piranthe,\' lacilliata, Lace.lip tadies' T It
tresses; lace-lip
spiral orchid
S p!rclllthes lal/cC!olaf(l va r. Leafless beaked orchid T II
I anceol at fl
Spirauthes lnllceolata var. Ladies' tresses (unnamed) T II
luleotllba
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Scientific Name Designated Status'
Common Name(!;) FGFWFC1 FDA3 USFWS~ CITES'
Sp;rantllcs l(mc~ol(l/(l var. Red-flowered lad ies' T C2 II
pa/lldico/a tresses; lace-lip
, lad ies' tresses
Sp;ralllhes IOllgi!ahris Long-tip ladies' tresses T II
Spiramhes orchioides Scarlet ladies' tresses T II
Spiraulhes ova/is Ova I lad ies' tresses T 11
Spirtlllthes po/yallllw Florida Keys Indies' E C2 II
tresses; green
lad ies' tresses; Fort
'George ladies' tresses
Sp;ratlthes pracox G ia n t lad ies' tresses; T II
j grass~lca ved Ind,ics'
tresses
Spirtml,hes /ortUis Sou thern lad ies' t rcsscs T, II
, Spiralllhe,'i /lIberosa Little ladies' tresses; T J(
little pearl twist
S pirallthes vemaN~' Spring ladies' tresses T II
. Stach)'s crena/a Shade betony E
Stachys lythroides, Tn IIn hnsscc hcdge~nett I e C2
(=S. hyssopifolia var. . nettle
. lylhroides)
$tac/rJls lewd/alia Narrow-leaved betony ,E
Staph)'/ea trijolia Bladderl)ut T
SteIVarlia malaeodelld 1'011 Silky camellia E
StilJillgia syh'mica ssp. tell/tis Slcndcr queen's delight C2
Slrumpfia maritima , Pride~of-big-pi~e E
SlIrialla nwrWma ' Bay cedar .E
Siv;elcllia malwgalli, West Indian mahogany T
Taxlls /lorMaua Floddn yew, E C2
Tee/aria amesintlrl Ames' halberd fern T. C2
Teclaria coriand "i/o/fa Hattic Bauer halberd E
fern; hairy halberd
fern
Tecla,.;a Ilerac/eifolia ' Halberd fern (unnamcd) T
TeClaria illcisa Halbcrd fern (unnamcd) T ' J
Teetaria lobalti ' Halbcrd fern (unnamed) T
Tephrosia flll/JlIstissima Na rrow-Iea vcd hoary pea; E Cl
coastal hoary pen
Tephrosia mohrii Pinelund hoary pea C2
Telramiera callaliclllala Orchid (unnamcd) T II
bie%r
Telrazygia b;colot' Tctrnzygin T
Thalic/rum coole.l'i. Cooley's meadowrue E
Thnlictmm sllbrO/ulIdum Mcadowrue (unnamed) C2
TJwlJlp/cris augcscellS Aspidium fern (unnnmed) T
Thi!lypleris'denlnta Downy shield, fern "T
TJwlypler;s hexagolltJplt!1'(l Southcrn beech fern T
TIlC!/yplC!ris Irispidula Aspidi lIm fern (lInn:uncd) T
Tlwlyp/eris imerl'llpJfl Aspidium fcrn (unnamed) T
ThelyplC!J'is kllnt"ii Aspidium fern (unnnmcd) T
Thelyptcris ol'tlla Aspi(Jjum f~rl1 (unnnll1cd) .T
Thelypleri.\' palusll'is Mursh rern T
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Zizia lali/olia
Ziziplllts cel(lla
Common Name(s)
Simpson zephyr lily'
Bristol golde'n alexander
Florida jujube; Florida
ziziphus
Designated Status'
FGFWFC2 FDA3 USFWS. CITESs
,Scientific Name
E
E
C2
E
."
"
IE = Endangered
T = Th rea tcned
1'{S/ A) = Threatened Due to Similarity of Appearance
PE =' Proposed Endangered
PT = Proposed Th rea tened
, CI = A candidate for federal listing, with enough substantial information on biological
vulnerability and threats to support proposals for listing. See note below:
C2 = A candidate for listing, with some evidence of vulnerability, but for which not enough data
exist to support listing. ,See note below. '
sse = Species of Special Concern
'CE = Commercially Exploited
I = Appendix I Species
II = Appendix I) Species
r '
2Florida Game and Fresh Water Fish Commission (list published in Section 39-27.03-05, Florida
, . 'Administrative Code). ' ,'.'
3Florida Department of Agriculture and Consumer Services (list published in Preservation of
Native Flora of Florida Act, Section 581.185-187, Florida Statutes).
4United States Fish and Wildlife Service (list published in List of Endangered and Threatened
Wildlife and Plants, 50 CFR 17.11-12).
sConvention on Intern,ational Trade in Endangered Species of Wild Fauna and Flora.
"'Note: Although CI and C2 species a're not protected under the Endangered Species Act, in the Federal
Register notice (Volume 55, Number 35, pages 6184-6229) designating them as "candidates," the U.S. Fish
and Wildlife Service II . . .encourages their consideration in cnvironmentnl planning. . .",
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25
SUMMARY
Sta'tus dcsiRna~i~n' Amphibians/
Fish Rept iles Birds , Mammals Invertebrates' Plan ts Total , ,
FGFWFC
Endangered 3 6 9 ,21 3 42
. Threatened 2 10 11 4 0 27
Special Concern !! 11 II ~ ~ ~
Subtotal 1,6 28 35 32 7 117
FDA.'
Endangered 199 199 .'
~-
Threatened 283 283
Commercially Exp. --, , J.i J.i
, Subtotal 496 496
f ,
USFWS
Endangered 2 5, ]0 18 I 34 70
Threatened I 5 5 1 2 7 21
Threatened (SI A) 0 I 0 0 0 0 I ,~
Threatened (E/P) 0 0 , 1 0 0 0 I
, PE 0, 0 0 0 0 6 6,
PT 0 0 0' 0 0 ] 1
Cl 0 0 0 0 0 18 ' ] 8,
,
C2 1 II lQ. 11 11. 134 260
Su btota I 6 26 26 40 80 200 378
CITES .'
,Appendix I 1 6 2 4 0 0 13
Appendix ]1. 1 1 7 4 0 ]23 . 136 ' ,
"
Appendix III Q. Q. Q. 1 Q. Q. 1
i
" Su btota] 2 7 9 9 0 ]23 ]50
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,~,.",:: '-'(f..~:I; {: i: ~:I~'~ iJ~<i ,:" ?~.
'rtj,~\~',;;~,/;, ,'t~~,'.:' :.~~:':: //;1f,
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':", "J'
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t1i. :",.?.,"{:
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... '.
,- '
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:,
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Pk,
, ' ;!t,
Norih Cloarwo1er Bo~ch
(; ^pl"ll 1 S1B9
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n
i
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t r,
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p.4 ~,~..: '
'II) !!: .'
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. 11dr'. ~onutus
R~~ Knot3 - ~a 1~ _ ,
lhr'!~' r.1 ClJrwil!('r O.;'IF h
II '1\'Y0~lbL'r
I "J?~"
~ '.
'" ,Ii 1 '1: .
"1",1:
~ < I ,. ~""l
. "., ~,
l:;>
l
1"
. ,.. .plac~.. vl1lskr'ed Vlrco~...._
....-... -~ ..__.~._--
. .. Rlue-wlnged Warbler
. , . ,Golden.wlnged Warbler
. . , .Tcnnenee W",blef
. . . .Orange-crowned Warbler
, . . .Nashvllle WarbhH
. . , .Northern Parula'
. . . .Yellow Warbler.
, . . .Chestnut-slded Warbler
, . , .Magnolla Warbler
, . . .Cape May Warbler
. . . .Black.thr, Blue Warbler
, . . ,Yellow'rumped Willbll~1
. . . .6Iack'lhr. Green Warbler
, , . ,Blackburn Ian Warbler
. . . .Yellow-throated Warbler.
. . . .Plne Warbler"
. . . .Pralrie Warbler.
.~Palm Warhler
, . . .Bay-breasted Warbler
. . . .!Ilackpoll Warbler
. . . .Cerulean W.ubler
. . . .Black.and.whlte Warbll!r
. . . .Amerlcan Redstart'
. . . .Prolhonolary Warbler'
, . . .Worm.ealing Wurbl!!r'
. . . .Swalnson's Warbler'
, , . .Ovenblrd
. , . .Northern W.lterlhrush '
o' . .la. Walenhrush.
. . . .Kenlucky Warbler
. , , .Connecllcut Warbler
. . . .Mournlng Warbler
. , . .Common Yellowthroat'
. , . .Hooded Warbler'
. . . .Wllson's Warbler
. 0 . ,Canada Warbler
. . . .Yellow-breasted Chat.
0' . .Summer Tanager'
. , . .Scarlel Tanager ,
. . . .Western Tanager
. . . .Norlhern Cardinal'
. . . .Rose-breasted Grosbeak
. . , .Blup. Grosbcak.
, . , ,Indigo !Iunllng.
. . . .Painted Bunting'
, . . .Dickclssel
,.. ,Rulous.sided Towhee'
. . . .!Iachman's Sparrow' ,
. . . .Chlpplng SparroW"
. , . .Clay-colored Sparrow
. , . .Fleld Sparrow'
,. . .Vesper Sparrow
. . . .lark Sparrow
. , , .Savannah Sparrow
. . . .Grasshopper Sparrow'
. . . .Henslow's Sparrow
. . , .le Conte's Sparrow
. . . ,Sh.up-tallcd Sparrow
. , . .Seaside Sparrow.,
, . . ,Cape Sable Seaside'
. . . ,FUll Sparrow
. . . ,Song Sparrow
. . . . Lincoln's Sparrow
, . , ,Swamp Sparrow.
. .. .Whllc-throated Sparrow
. . . .Whlle-crowned Sparrow
. . . ,Harris' Sparrow
, . . ,Dark-eyed Junco
. . . ,lapland longspur
. . . .Snow Iluntlng
. . , .Bobolink . I
. ~ed.winged Blackbird',...
, . , .Eastern Meadowlark'
. . . ,Yl.'lIow.headed Blackbird
. . . .Rusty BlackbIrd
. . , ,Brewm's Blackbird
, ~UOi1Halled Grackle'
. , , ,Common Grackle'
. . , .Brown-h!!aded Cowbird'
. . . .Orchard Orlolc"
. , , ,Spot.breasled Oriole.
... ,Northern Orlol!!
-z..-
~I't':.r'tu ~~~~;:~~:~~K~~~~~ ~\J~'(
t--/y?:? PubU,h.d by
HORIDA AUDUBON 50CIElY
llQl Audubon WIY. Mallllnd, florlda 327S) ,
/ . ~.Phonell~6~7'2G15;" /~ "
',~~(',.../(.' t, ,,......' Il'V4)1- .1:11, t~:I"'.
Anabrldged eheeklllL Som'l! rare. ora I&fnlll,Snd moUu lie bhdlomlued,
'Indlcales nesli 8 In FlorIda.
, . . ,Shearwater spp.
~.....__..-._._....._~---.-.-
, . , .WlIson's Slorm.Pelrel
, . . .While-lalled Troplcbird
t1asked Booby
. . . .Brown Booby
. , . .Northern Gannel
, . ,.,.American White Pellean
. .I.'.Brown Pelican'
, .. Greal Cormorant
. :,(Obl..crested Cormorant.
, , , .Anhinga.
. , . ,Magnlficenl Frlgaleblrd'
, . . .Amerlcan BllIern'
. , , ,least Bittern'
,v:".Great Blue Heron'
/. , .Great Whit!! morpho
........~reat Egret.
. v:: ,Snowy Egret'
..1 Alttle Blue Heron'
,t(,' ,Tricolored Heron'
, . . .Reddlsh Egret'
. . , .Caule Eglel'
. . . .Green-backed Heron.
LOCALITY
DATE
MILES: CAR rOOT
HMP, L-__ WINO SKY
GEN. CONDITIONS -&" y. ~~/ ,n.-u,;~-
TOTALS: SPECIES INOIVID~t"'''''~jffc:t J1
Solid lines separale orden; dashed Unes separate tamllles.
. . , .Red-throated Loon . . ))Ik.crnd. Night-Heron' _,j
. . , .Common Loon : ~.Ylw-crnd. Nlght'Heron~Dj
, . . .Pied-bllled Grebc' . ..(."~hrte Ibis:
, , . .I~orned Grebe . . . ,Glossy ibis.
, .. .Eared Grebe ... .Roscate Spoonbill'
. . , ,Purple Findl
. . , ,Pine Siskin
. . , .Amcrici1n Goldfinch
~-Z~~:;;-;~;~-r~-;:-"'--'-"'-' ,'.
ACCIDENTALS. ETC.
'\ 't\t.t,~..... ~V"-~ ~. -
~~.
~ 'l'~._h. ,~ to
_\ ."'~.....~ ~l\.J' -'U!\~'i-
Rl!Y, 1/11) fA5
l5 (('nn l'.:Ich - 10 ccnts l!.:Ich 111 tou oj 15 or morl!'.
... .Wood Stork.
. . . .Greater Flall1lngo
. , . .fulvous WhIstling-Duck' ,
. . . .elk.bellled Whlstllng,Duck
Gr. Whlte.fronted Goose
: : : :Snow Goose
.,. .Brant
. . . .Canada Goose
... .Wood Duck'
. . . .Green.wlnged Teal
. , . .Am; Black Duck
. . . .Monled Duck.
. . . ,Mallard
. . , .Nonhern Pintail
... .Blue-wlnged Teal'
. . . .Northern Shovel!!r
. . . .Gadwall
. . . .Euraslan Wigeon
, . . ,American Wigeon
. . . .Canvasback
. , . .Redhead
" , . .Ring-necked Duck
. . . .Greater Scaup
, . . .Lesser Scaup
. . . .Oldsquaw
. . , .!Ilacl<. Scoter
. . . .Surl Scoler
. . . ,Whllc-wlngcd Scoler
. . . ,Common Goldeneye
. .~. aeger spp.
L hI G II' , ,. ,Red.headed WoodpecKer-
Bl k R II" ' ,. aug ng u ,
,.,. ac a ' , II ". . Red.bellied Woodpecker"
CI R U' ' . . Jlonapane 5 Gu
, . .. apperlt a ,./.':~ng.bltled Gull . . . . Yellow. bellied Sapsucker
.. ,.Klng Ra . .........,,-1-1 ' G It . .. .Downy Woodpecker'
. ~ . .Virginla Rail . . .. erhOS u '
Ic"land Gull . . . .Halry Woodpecker" ,
S ,... '"
'. ., oril .,. ,Lesse, Black.backed Gult ... .Red.cock, Woodpecker'
. . . ,Purple Gallinule" GI 'G II ' , . ,Northern Flicker'
: : : :~~~~~~ ~::lr.hen' : : : :Cr~~~~~~.b~cked Gull . , . .PileJted Woodpecker'
. , , .Caribbean Coot : : : :~l~~~~~~~~e~e~~I"tiWJke . . , .Eastern Wood. Pewee'
..-.-----.---.....-.....-..-.. , , . .Yellow.bellled Flycatcher
LI pkl" . . , ,Caspian Tem' FI h
' , ., m n /: . , . ,Acadian ycatc er'
-.....----.--.....-.---.--...... . "Royal Tern" Aid FI h
dl ' . , ,Sandwich Tern" . , . . er ycatc er
. . .,.San 1111 Crane' . . , ,Roseate Tern' . . . . Willow fl)'catcher
. {, .Black.bellled Plover ' . . .Common Tern" . . . ,Least flycatcher
,.. ,Lesser Golden.P ov r ., ,.t1\rctlc Tern'" .Easler~ Phoebe
~./. ..r. Forstut's Tern ' _ ' . , .Vermlllon Flycatcher
WII I PI "So .ZLeast Tern' ~ \..0_1:. '\:.u. ~ . . -,.^.., .Great Crested Flycatcher'
.. ... sons over" ~ ~~l~\OC- B t d FI t I
- . , . .Brldled Tern' ......;/. ...- . . ," rown.cres e yca c ler
. ". ' . /,1. .scmipalmated Plover ...... W t KI bl d '
1 I ' , . .Sooty Tern' . . .. es ern ns, r
. J' Q Ill'. PIQv~ E KI b d
. Kllld . , . .Black Tern . . ., aster~ ng Ir .
. . , . ee'" .. . . ,Gray Kingbird'
--,.--.-.--..-.................- ,,1:': :firlowknNNOddddY ... .Scissor.tailed Flycatcher
. .:~~Am~~~_Oyste~~ch~~?:.~iI{: ~ .~I:~k Sk~m~er' ~~ ..-.......-..-..-.-....-.....--.......
, . , .Purple Marlin"
. , . ,Black.necked Stilt" , . , .Tree Swallow
AmerIca A el . . , .Rock Dove'
. . . , n voc . . , .N. Rough.winged Swallow"
_,_ . . . ,Whltl.',crownl.!d Pigeon-
," '
..
. . , .I\ulllehead
. . . .HC'oded Me'rganser'
. , : .Common Merganser
. . '. .Red.breasted Merganser
. , . .Ruddy Duck'
. , . .Masked Duck'
..
.: .
, . . .Black Vulture'
. . . .1 urkey Vulture'
. .70spre~-._..._......._..-_.
. , . .Am. Swallow. tailed Kllc'
. , . .Snall Kite"
. . . .Mlsslsslppl Kite'
. . . .Bald Eagle'
. . , .Northern Harrier
. . . .Sharp-shlnned Hawk"
. . . ,Coopet's Hawk'
. . . .Red,shouldered Hawk-
. , . .Broad.winged Hawk'
. . . .Shorlotal1ed Hawk'
. . , .Swalnson's Hawk,
. . . .Red.talled Hawk"
. . . .Golden Eagle
. . .. .Crested Catacara'
. . . .Amerlcan Kestrel'
... .Merlin
. . . .Peregrlne Falcon
. . , .Wlld Turkey"
. . . .Northern Ilobwhlte"
, I
, , , .Crealer Yellowlegs
. , . .lesser Yellowlegs
. 'J .Solllary S'In~per
."..WiIlet. \Jtii}c
. . . .Spolled Sandpipcr
. . ~Upland Sandpiper
. t": ,Whlmbrel
. , , . Long.billed Curlew
. . J'.Marbled Godwit
,Vj .Ruddy Turmtone
,y. .Red Knot
.~ .Sanderllng
. . . .Semlpalmated Sandpiper
./.Western Sandpiper
. , . .Least SandpIper
. . . .While-rumped Sandpiper
. . . .Balrd's Sandpiper
, . . .Pectoral Sandpiper
. . :;Purple Sandpiper
. ,/; .Dunlin
. , . .Stllt Sandpiper
. , . .Buff.brea.sted Sandpiper
. . , .Rull
, . . ,Short.bllled Dowitcher
... . .Long.billed Dowitcher
. . . .Common Snipe
. .. .Amerlcan Woodcock
. . . .Wllson's Phalarope
, . . .Red.necked Phalarope
. . . .Red Phalarope
. , . . H IOged 1 Unle'Uove'
. , 'j Whlte-wlngrd Dove'
. Yo ,Mourning Dove~
,- -/flca Dove.
. V,',Common Ground-Dove'
. . . .Black.bllled Cuckoo
. . . ,Yellow, billed Cuckoo'
. . . .Mangrove Cuckoo'
. . . ,Smooth. billed Ani'
. , . .Groove.bllled Ani
. , . .Common Barn.Owl'
. . , .Eastern Screech.Owl"
, _ . .Great Horned Owl"
, , . .Burrowlng Owl'
, ' . .Barred Owl"
, . . .Short.eared Owl
. , . . Lesser Nighthawk
. . . .Common Nighthawk.
. . . ,Antillean NIghthawk"
. , . .Chuc\o,.w\ll's.wltlow"
. .. .Whlp-poor.will
. , . .Chlmney Swift-
, . , .Ruby.thUd. HummIngbird"
. .. .Rulou5 Hummingbird
. . . .Delled Klngflsher'
, . . .llank ~wallow
, , . .Cmf Swallow"
_ . . .CJVC Swallow
. , . ,Barn Swallow'
::~ '
. t
.-.......-----.-.....---....--
, . . .!llue.Jay"
, . . ,Scrub Jay"
. , . ,American Crow'
..,;,':Flsh Cro~
. . . .Carollna Chlcka.dee'
. . . . Tufted Tllmouse"
.-----.....---....--.-
. , . ,Rr.d.breasted Nuthatch
. . . WhIte-breasted Nuthatch'
. . . ,Brown.headed Nuthatch-
. . . .!lrown Creeper
....--.-----..---...--...--
. . . .Red.whlskered Bulbul'
. . . .CaroltnaWwn-
. . . ,Bewick's Wren
. . , .House Wren
. . . .Winter Wren
. . , .Sedge Wren
. . . .Marsh Wren"
. . . .Golden.crowned Kinglet
. . . .Ruby.crowned Kinglet
. . . .Blue'gray Gnatcatcher'
. _ , .Easlcrn Blueb1rd'
.. . .Veery
. . . .Gray.checked Thrush
. . . .Swalmon's Thrush
. . . .Hermlt Thrush
. . . .Wood Thrush'
. . . .Amerle..n RobIn'
. . . .<,;jray Catbird'
. ~orthern MockIngbird"
. . . ,Brown Thrasher'
. , . .Water Pipit
, . , ,Sprague's Pipit
..-..-.-.......-........---.......-..--.............-
. , . .Cedar Waxwing
. _ . .Loggerhead Shrike'
. , . .European Starling'
.,..........-.....-..-----.--..........----
. , . .Whlte.eyed Vireo'
. . . .Solitary Vireo
. . . ,Yellow-throated Vireo"
. . . . Warbling Vireo
, . . ,Philadelphia Vireo
. . . ,Red.eyed Vireo'
\ .
Ii; f.
.. ,...... "
i.:'
. .
.' .
.. ,I......
'. ,
C.\UJtW~lIc' "'~u.."C.\e\'\
NORTI-I, PINELLAS CHltlS'IMAS BIHD COUNT 1976-1988
The thirteenth annual count took place on the 24th of
December 1988. A total of.131 species were seen or. the
count. . The total number of birds seen during the 13 year.s'
of the count is 210 species. The number in parenthesis are
the numbers recorded on the 1968 count. The other numbers
are the number of years the species has been seen.
~..;,: .
-
~.' '
l ~.~
I.
Common Loon (3)
Pied-billed Grebe (33)
Horned Grebe (83)
,
. Northern Gannet
Am. White Pelican
Brown Pelican (534)
Dbl.-cr.Cormorant (100,529)
Magnificerit Fri~atebird
Anhinga (50)
American Bittern
Least Bittern (1) .
Great Blue Heron (87)
Gr~at Egret (139)
Snowy Egret (140)
. Little Blue Heron (59)
Tricolored Heron (34)
Reddish, Egret (10)
Cattle Egret (95)
Green-backed Heron (11)
Blk.-cr. Night-Heron (5)
Ylw.-cr. Night-Heron (38)
White Ibis (334)
Glossy Ibis (1)
Roseate Spoonbill
Wood Stork (20)
Snow'Goose
Woo'd Duck (14)
Mo.ttled Duck' (59)
Mallard
.Northern Pintail
, Blue-winged Teal (16)
"Northern Shoveler'
Gadwall
American ~igeon
Canvasback
Re d h e ad (7) , ,
Ring-neCked Duck (~7)
Greater Scaup
Lesser Scaup (1221)
. Black Scoter
Surt' Seater
Buf f1 ahead
Hooded Mergnnser (31)
Common Mel'gnnsel'
13
13
13
1
7
13
13
1
13
8
12
13
13
13 .
13
13
12
13
13
, 13
13
13
2
2
13
1
13
12
.10
1
10
6
2
10
4'
8
13
2
L3
3
1
B
12
1
Black Vulture (70)
Turkey Vulture (74)
Osprey (60)
Bald Eagle (8)
Am. Sw. - t a i led Kit e
Northern Harrier
Sharp-shinned Hawk (5)
Cooper's' Hawk
Iled-sh. Hawk, (15)
Broad-winged Hawk
Red-tailed Hawk (2)
American Ke'strel (11)
Me r 1 in
Peregrine Fa,lcon
Wild Turkey (5)
Northern Bobwhite (15)
Clapper Rail (4)
Ki ng Ra i I ( 2)
Virginia Rail
Sora (2)
c. Moorhen (97)
Am. Coo t (73 )
Limpkin (3)
Sandhill Crane (6)
Blk.-bel. Plover (108)
Snowy Plover (44)
Wilson's Plover (59)
Semi palm. Plover (322)
Piping Plover (70)
Killdeer (119)
Am. Oystercutcher (42).
Gr. Yel10wlegs (25)
L. Yellowlegs (19)
Willet (412)
Sp. Sandpiper (22)
Wh i mb reI ( 11 )
L.-bi.lled Curlew
Marbled Godwit (48)
Bar-tnfled Godwit
nudely Turnstone (96)
Red,Knot (3231)
Sanderling (1061)
West. Sandpiper (30)
Least Sandpiper (71)
Du n 1 i n (5 5 9 )
, .
., ,
,
13
13
13
13
. 1
13
13
10
13
2
13
13
6
1
6
13
13
12
11
13
13
13
12
12
13
9
13
13
13
13
13
12
13
13
13
10
12
,13
t
13
13
13
13
13
'13
~ .
I .i.
. .... . .. ~ .
, ,
, .
~
(122)13
10
13
13
12
1
1.3
7'
13
13
13
4
12
12
3
13
13
13
13
13
1
10
13
13
13
2
13
13
13
13
13
13
9
13
13
1
11
1
2
12
13
1
2'
1.
.1
1
4
1
12
8
7
10
1
(l
. Red-breasted' Merganscr
,Ruddy Duck
Common Snipe (16)
Laughing Gull (2508)
Donapnrte's Gull
L. Blnck-back~rl Gull
Royal 'fern' (326),
Common.Tern
Black Skimmer (961)
Mourning Dove (1201)
Budgerigar (4)
Canary-winged Parakeet
'0. Barn-OWl
'G. Horned Owl
"Short-eared Owl
Belted Kingfisher (50)
Red-be II i ed Wdpkr'~ (40)
Downy Woodpecker (24)
N. Flicker (34)
Eastern Phoebe (9)
Scissor-Tailed Flycat.
Tree Swo. 11 ow
'Blue Jay (150)
Fish Crow (274)
." Tufted Ti tmouse (17)
Brown-headed Nuthatch
House Wren (33)
. Marsh Wren (2)
Blue-gray Gnutcatcher (122)
Hermit Thrush (1)
American Robin (166)
N. Mockingbird (190)
Water ,Pipit
Loggerhead Shrike (17)
" .White-eyed Vireo (12)
, Tennessee Warbl ere
., ,Northern' Parula
Cap~ May Warbler
.. Blackburnian Warbler
Pine Warbler
Palm Warbler,(BO)
Amer. Redsturt
N. Wnterthrush
Y.-breasted Chat
','Scarlet Tanager
:, Rose-bres t cd Grosbealt
... 'Indigo Bun'ting
. :Purple Finch
Chipping Sparrow'
Vesper Sparrow
Grasshopper Sparrow.
, Sharp-tailed Sparrow
Lincoln's Sparrow
. Whitc-ttll't. Sparl'ow
I ,
" .
;, I.'
~';::'.~>'
J_ :'..
:t:.,...::.,
'j
Stilt Sandpiper 1
S.~b. Dowitcher (517) 13
Amer. Woodcock (4) 13
Ring-billed Gull' (41) . 13
Herring Gull (69) 13
Caspian Tern (15) 13
Sandwich Tern (2) 11
Forster's Tern (136) 13
Rock Dove (541) 13
C. Ground Dove (28) 13 .
Monk Parakeet '(49) 8
Hose-ringed Parakeet 3
E. Screech-Owl (4) 13
Barred Owl (2) 13
Whip-poor-will 5
Red-headed Wdpkr. (1) 9
Y-bellied Sapsucker ~2
Hairy Woodpecker (1) 13
Pileated Woodpecker (8)13
G. Creaated Flycat. (1) 3
Purple Martin 1
N. Rough-winged Sw. 1
American Crow (30) 13
Carolina Chickadee (2) 13
Red-brstd. Nuthatch 2
. '
Carolina Wren (44) 13
Sedge Wren (6) 13
Ruby-crwd. Kinglet (43)13
E. Bluebird 12
Wood Thrush 1
Gray Catbird (26) 13
Brown Thrasher (5) . 13
Cedar Waxwing 13
Eurpn. Starling (1725) 13
Solitary Vireo (9) 13
D.-Crowned Warbler 12
Yellow Warbler 1
Y.-rumped Warbler (733)13
Y.-thrt. Warbler (30) 13
Prairie Warbler (28) 13
B.-and W. Warbler en 13
Ovenbird '10
Com. Yellowthront (33) 13
'Summer Tanagel' 1
Northerri Curdinal (58) 13
Bl~e.Grosbeak 1
Hufous...s. 'rowhee (34) 13
Bn6hman's Sparrow 7
Field Sparrow 6
Savannah Sparrow (24) 13
I1enslow's Sparrow 2
Song Sparrow (1) .13
Swamp Sparrow.(17) 13
Hed-wgnd.' Blkbd. (1068)13
; .
I ,
;,:""::';',lJ
.' " J,';
<: . ,',t.'
..1'....: ;:.
~!}'t,; X' ",. ..
~. -.:.
. I~.. . r 0 t.I...:. ""j ..... J.," .~. ~ Jo,." ,,!:, .........~ ~
" " "'1""': '')!:'''~~,jJ~
. f ' . J 'I '.' '.~~
!, To; " /' :';'.:" :....'{.
, . ... t ~f
", '.)~ '~. :, ~>I'I: :~\;~~
I., , , , h /,"" ,../
,. '!,:;':' '.:,r .r:,' ..{;:,/;<,/{f
-'~":"\;'\\.~ " . "~~'."<':I~:::~~~
:.;,',)111i
,,' ,('::~l~~
, ,,:,,;.";r~:i;,:~
. 1: f,"
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16th NORTH PINELLA.') COUNTY CHRISTMAS BIRD COUNT Dec. 21, 1991
,
The 16th annual count took place on a lovely 75 degree sunny
day. There were 58 participantn who spent 414 party' hours. A
totol or 156 species were seen with 30,778 total individuals.
Following is a list of those birds seen on this count:
Common Loon
Pied-Bill. Grebe
Horned Grebe
N. Gannet
Am. White Pelican
Brown Pelican
Double Cr. Cormorant
Anhinga
Least Bittern
Great Blue Heron
Great Egret
Snowy Egret
Little Blue Heron
Tricolored Heron
Reddish Egret
Cattle Egret
Green~backed Heron
Black Cr. Night Heron
Yellow Cr. Night Heron
White Ibis
Wood Stork
Fulvous Whist. Duck
Wood Duck
Am. Green- wing. Teal
Mottled Duck
Mallal'd
Blue-winged Teal
N. Shoveler
Am Wigeon
'Redhead
Ring-necked Duck
Lesser Scaup
BuFFlehead
Hooded Merganser
Red-br. Mer.ganser
Black Vulture
Turkey Vulture
Osprey
Dald Eagle
N. Harrier
Sharp-shinned Hawk
Coopers Hawk
Red-should. Hawk
,',
"
: '
22
81
90
1
1
1172
4723
86
1
257
385
167
134
, 78
10
212
23
9
35
792
51
1
1
2
8
30
18
5
,1
204
31
4
29
39
261
25
183
68
13
3
7
t
11
Red Tailed Hawk
Amer. Kestrel
Me r Ii n
Peragrin~ Falcon
Wild Turkey
N. Bobwhite'
Clapper 'Rail
Virginia Rail
Sora
Com. Moorhen
Am. Coot
Limpkin
Sandhill Crane
Black-bell. Plover
Snowy Plover
Wilsons Plover
Semi-palm. Plover
Piping Plover
Killdeer
Am. Oystarcatcher
Greater Yell. Legs
Lesser Yell. Legs
Solitary Sandpiper
Willet
Spotted Sandpiper
Whimbrel
Ruddy Turnstone
Red Knot
Sanderling
W. Sandpiper
Least Sandpiper
Dunlin
Short-B. Dowitcher
Com. Snipe
Am. Woodcock
Laughing Gull
Bonaparte's Gull
Ring-bill. Gull
Herri~g Gull
Caspian:Tern
Royal Tern
Sandw. Tern
. Forster.g Tern
9
26
4
1
1
15
14
2
5
168
222
11
'4
715
40'
118
610
112
201
65
6
11
1
101
18
20.
277
268
270
766
334
412
414
13
8
2618
3
1451
196
31
728
1
438
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'Rock'Dovo
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Mo'urning Dove
Com. Ground Dove
Budgerigar
Monk Parakf3et
Duron Owl
8. Screech Owl'
Great Horned Ot..1'
Barred Owl
Whip-poor-will
Ruby..thr. ':Hummingbi rd
Bal~od KingFis~e~
R~d-bal1ied Woodpecker
Yellow-Bell. Sapsucker
Downy Woodpecker
Northern Flicker
Downy Woodpecker
Pl10Bted Woodpecker
E. Phoebe
Tpoe Swallow
Bluo Jay
flm. Crow
Fish Crow
Carol. Chickadae
TuFted Titmouse
Carolina Wren
HOUGe Wren
Sedge Wren
Marsh Wren
Ruby Cr', Kinglet
, Bluo-grey Gn~tcatchar
; E. . Bluebi rd
.. Hel~mi t Thrush
Am, Robin,
Grey Catbl rd
N.' l'Jockingbird
B.'own Thrasher
'Codar Waxwing
Loggerhead Shrlke
Bur. Starling
White-eyed Vireo
Solitary Vireo
Orange-crowned Warbler
Yellow Warbler'
Yellow-rumped Warbler
Yallow-thr. Warbler
Pine Warbler
Prairie Warblc>r
Palm Warbler
Black & Whito Warbler
Ovenbird
Common Yellowthroat
. . ~ .. .
. ~.'
, ,
, '
"
194
,670
18
1240
Northorn' Cardinal
'Ruf".Sidod Towhee
Chipping Sparrow,
Savannah, Sparrow
Gr~a9hopp~r Sparrow
LeConte'~ Spurrow
Sharp-Tallod Sparrow
S'3aaide Sparrow
Song Sparr'ow
Swamp Sparrow
Red-winged Hlkbird
E. Meadowlark
Doat-ta(led Grackle
Com GracklE)
~rown-head. Cowbird
Am. GoldFinch
Houue Sparrow
22
BO
-17
:1.
14
b
1
-"
.-
1
59
63
4
27
30
27
10
17
2
120
FIVE YEAR COMPARISON
Yaal'.
SPBcies,Individuala
"
312
1887
1888
1888
1890
189:1.
140
131
.136
149
156
23.415
30,807
33,511
29.492
'30.7"78
2
34'
61
48
13
2
28
183 '
11
14
319
62
226
-1
1.
45
2940
15
21
4
5
1046
16
60
11
263
15
1
80
H. B. and Betty Guillaume
Compilerl3
,
, "
"
\..
132
41
('
44
4
1
4
8
&:
,....
:34
561
33
501
518
256
00
100
.'
, .
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t\.u)r"",~ ~v.A.u.'o~
17th North Finellas County Bird Count Deoember 19,1992
9
1
35
96
182
853
584
64
110
960
50
330 .
3
1
1137
14
994
353
21
13
466
G
164
227
1205
937
24
50
28
3
:3
44
2
49
2
12
19
8
98
4~
357
2~
22
51
22
~
2
lS
70
10
"
The 17:h annual oount took place on a lovely 75 degree sunny day.
Ther~ were ~~participants who spent 303 party hours. A total ot
135 ~peoies were seen with 20, 2a2 total individuals. Following is
a lint of those birds seen on this count. ~
:'
Common Loon
Pied-Billed Grebe
Horned'Grebe
Northern Gannet
Brown Pelican
Double Cr. Cormorant
, Anhinga
Am. Bittern
Least Bittern
Great Blue Heron
Little Blue Heron
Tri~olored Heron
Green-backed Heron
Black C'r. Night Heron
Yellow Or..Night Heron
Great Egret
Snowy Egret
Cattle Egret
'''ihite Ibis
Wood Stork .
Mottled Dusk
Ma11a.rd
Canva.sbaok
Ring Neoked Duok
Greater Scaup
Lesser Scaup
Bufflehead
'Hooded Merganser
Rd. Br. Mergan~er
Blaok Vulture
Turkey Vulture
Osprey
Bald Ea.gle
N. Harrier
Sharp-ahinned Hawk
Cooper 5 Hawk
Red-should. Hawk
Red-tailed Hawk
..;mer. Kestrel
N. Bobwhite
Clapper Rail
Sora
Com. Moorhen
Am. Coot
Limpkin
Bl. Bellied Plover
Snowy Plover
Wilson I s Plover
Semi-palm Plov~r
Piping Plovor
Killdeer '
Am Oyatercl1toher
Reddish Egret
,J
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,;
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,',
2
36
6
25
530
101$7
48
1,
l'
111
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Clearwater City Commission
Agenda Cover Memorandum
I
PUBLIC
IIEARIHC!a
Item #
Meeting Date:
j'~
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SUB.JEeT:
Proposed Development Agreement; 2495 Gulf to Bay Boulevard; Murray Sorin/Applicant; Ed Armstrong,
III/Representative.
RECOMM ENDA TION/M OTION:
Hold public; hearing on proposed development agreement and authorize execution of development
agreement as amended.
~ and that the approprillt~ officials be authorized to eXecute slime.
BACI<GROUND:
The proposed development agreement involves 14.2 acres of property located on the south side of Gulf
to Bay Boulevard, just to the west of the intersection of Gulf to Bay Boulevard with Old Coachman Road.
, The applicant is proposing to develop this property with a large retail center/shopping center containing
120,055 sq. ft., along with two outparcels each containing approximately one acre in area. Each
, proposed outparcel is to be developed with a single 10,000 sq. ft. building, The applicant is pursuing
the development agreement in order to provide some assurance that he will be able to develop his
property given City and state concurrency regulations.
On April 1 , 1993, the City Commission held a public hearing on this item. At that meeting, the majority
of the Commission voted, in effect, to approve the agreement subject to a reduction in the duration of
the agreement from ten years to five years, and subject to the second public hearing. There would be
no refund of the impact fees paid by the applicant.
State Road 60 is nearing its capacity, as determined by the City's concurrency requirements. Our
concurrency system establishes a level of service (LOS) for each road in the City. This LOS is measured
in terms of peak hour traffic volume; once a certain traffic volume is exceeded, only developments
generating minimal amounts of added traffic (defined in our Code as "de minimis" traffic volumes) will
Rlvlewed by:
tegQ l
Budget
Purchasing
Risk M!lmt.
CIS
ACM
Traffic Eng.
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Orlginalrnll Dopt: _-=r ~ J'\
PLANNING & ~~M~NT"~
Co,I.:
$ NrA
Totol
Comllllnlon Action:
o Approved
o Appl'oved w/condi ti ons
o Denied
o Continued to:
Ulllr OOl1t:
$
Current Fiscal Yr.
-ro
Advertisod:
Dote: 03/25/92
Poper-: TAMPA TRlOUNE
o Not Requi red
A If oClod Partlos
~ Notified
o Nat Required
Fundinu SlIurco:
o copltal Imp.
o Operoting
o other
AlIaclllllonts:
TRANSMITTAL lETTER
OEVElOPMEHT AGREEMEHT
o None
Al1lltOIUiallon Co do:
Printed on recycled poper
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C.C. 04115/93
PROPOSED DEVELOPMENT AGREEMENT
PAGE 2
be allowed to be constructed. In estimating traffic volumes anticipated from various types of land uses,
the City staff uses technical trip generation estimates, including information recently developed by the
local Metropolitan Planning Organization (MPO) to establish local transportation impact fees.
t
, ,
According to the City Traffic Engineer, if Bl1 trips from the proposed Sorin development were distributed
only on SR 60, the road would have virtually no excess capacity. While not all the trips will be
": distributed on SR 60, a significant portion will be, making it unlikely that any significant new
developments wHl be able to be constructed until capacity improvements occur. De minimis
developments, and redevelopments like Sam's Club which create minimal net traffic increases, would
still be allowed.
The capacity problem,s on SR 60 should be somewhat relieved by the proposed improvements to Drew
, Street and by the completiof1 of the Bayside Bridge, so the time frame for restrictions on major new
developments should be fairly short term. Major new developments on SR 60 are unlikely anyway due
to fthe lack of available land. It should be noted that the Park Place DRI, the only significant area of
vacant land on SR 60, is vested" and will not be affected by any capacity restrictions.
Staff notes that there are several inconsistencies between the conceptual plan and City and outside
agency development requirements, including access (number of driveways onto SR 60), parking (some
parking spaces are shown on the adjoining Florida Power right-of-way, but nothing has been presented
,to indicate approval of this arrangement by Florida Power), and required open space. These are issues
, to be addressed during site p!i:lO review, as the development agreement only formally approves a type
of use and a specific amount of floor area (see Paragraph 2 on Page 1 of the agreement).
The City Attorney has reviewed the proposed development agreement and finds it meets the legal and
, code requirements for such agreements. The Traffic Engineer has reviewed the agreement's proposed
method of handling traffic impact fees, and feels this agreement meets the fee payment requirements.
The City Manager has reviewed the development agreement and has authorized it to proceed forward
with a recommendation for approval.
On March 16, 1993, the Planning and Zoning Board held a public hearing on the development agreement
and unanimously recommended that the City Commission approve the agreement. '
E. D. ARMSTRONO 111
BARBAR~ ~. BACCA"I
BRUct'! W. aAPNCS
> Jc:.HN T. B~KEI.V
BRUct!: H. BOltOR
, GU.... 1.1, BUFlNS .
MICHAEl. T. mOM'" ,
EUZJI.9ETH .J. OANIEl.S
> USA e. DODGE
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JOHNSON. BLAKELY, POPE, BOKOR. RUPPEL ,& BURNS, R. A.
ArrORNEYS ANO COUNSELLORS AT LAW
BRIAN B. EVANS
MARION HAl.E
REBECCA HENSON HUCOBA
SCOTT C. II.OENFRITZ
FRANK R. JAKES
TIMOTHV A. JOHNSON, JR.
SHARON E. KRICK
JOHN R. ~WSON
JAMES G, LF-WIS
MICHAI!L 0, UTT1.E
MARIA MAISTRELL1S
MICHAEl. C, MARKHAM
DANIEL I.. MooDV
DAVID J. OTTINGER
F. WALLACE POPE, JR.
, DARRVI. R. RICHARDS
OENNIS Q, RUPPEL.'
CHAFll.ES A. SAMARKOS
JOHN A, SCHAEFER
, B~HANN SCHARRER.
p....ruP M, SHASTEEN
CHARI.ES M. TATEL.BAUM,
GL.EE A. TRIPLETT
JOAN M. VECCHIOU
MICHAl!1.. T. WlLUAMS
ANTHONV P. zlNOE
. Cot c:olA6C.
,PLEASE REPI.Y TO CLEARWATER
F;1L.E No.
19331.85307
March 1, 1993
VIA HAND DELIVERY
Mr.. James POlatty
Planning and Development Director
City of Clearwater
P.O. Box 47'48
Clearwater, FL 34618-4748
Re: Sorin Development Agreement
Dear Mr~ Polatty:
On behalf of Mr. Murray Sorin, we submit, the enclosed
Development Agreement and accompanying application information
for tinal review and public hearing. It is our understanding
that Mr. Sarin, the City Manager, the City'Attorney and your
staff have reachea tentative agreement as' to the terms and
conditions of the Development Agreement, enclosed herewith. At
your request, we have addressed each of the information
requirements 'set forth in Ordinance 4981-90. The enclosed
Application Requirements Index provides a brief description of
how each application requirement has been addressed. King
Eng ineer ing' Associates, Inc. provided the responses to the more
technical Application Requirements.
.,>
c..u.Avu.lV\ 0l'1'1c%
9 11 CHESTNUT STREeT
POST OFFICE BOX 13l51l ' ,
CLeARW A TER. FLORIOA 346 t 7-1366
T1!1.m'HOfl/E 18131 olGI.1B18
TELJ'!:COPlER 18131441.8617
TAMP'" Cl'l'lCZ
100 NORTH TAMPA STREET
SUITt: lllOO
posy OFFICE SOX 'ICO
TAMPA, FI..ORIDA 93601.1100
~ONE UU!I ~Z!IOO
11!U",COPlER lItl!1 22So11111
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JOHNSON.; 8LAKE:L~~' POPE, SOKoR, RUPPEL & BURNS. P. A.
ATTORNEVS AND COUNSEL.LORS AT LAW
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. Mr. James Pola. t ty'
March 1, ,1993
'. 'pag'e 2
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Y,our in assistance 'in reviewing' .this application package and
"forw~rding it for public hear ing is, requested. Should you have
I any 'questions, please' do not hesitate to contact me, at 225-.
.' 2500,." 'In my absence, please ..feel fre'e to contact Denise MoCab~
of my st&ff (~6l-l818) or Mr. Greg Singleton, King Engineering
, Associates, Inc. (971-1441) ~ .
Very truly yours,
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E. D. Armstrong, III
EDA:as
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M~. Murray Sarin
GregJSingleton, King Engineering
Michael W~ight, .City Manager,
M.A~ Galbraith, Jr., Esquire, City
Scott Shuford, Planning Manager
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DEVELOPMENT AGREEMENT
',APPLICATION REQUIREMENTS
INDEX
1. Legal Oeser iption:
Agreement.
2. Mr. Murray Sorin is the fee simple owner of 14.2 acres of
property.
See Exhibit II All to the Development
Duration of the Development: Agreement is 10 years.
Section 5 of the Development Agreement. ,
4. Desired development uses are presented on the Conceptual
F1an. See Exhibit "B" of the Development Agreement.
3 .
See
s.
Existing and proposed public facilities.
At tachment 1 prepared by King Engineer ing
I nc . (" KEA II ) .
See enclosed
& Associates,
6. Zoning changes and land use amendments. To date there is
no requirement or request to change the zoning or amend the
land development code or Comprehensive Plan. -
7. Ad.joining zoning and land use categories are descr ibed in
enclosed Attachment 2.
8. Abutting property owners: The names and addresses of all
owners of properties abutting or lying within 200 feet of
the subject property as currently listed in the Pinellas
County tax. roles has been prepared by Commonwealth, Land
Title Insurance Company. See enclosed Attachment 3.
9. Boundary survey: Enclosed Attachment 4 is a boundary
survey that: was prepared in 1986. An updated boundary
survey will be provided within approximately 10 days from
this letter.
10. Environmental lands: Based upon field review by KEA
environme'ntalists, it was determined that no jurisdictional
wetlands exist within the project ,limits. However, the
site does contain several specimen trees which will be
required to be incorporated into the design of the
. project. These specimen trees should be protected wherever
possible.
11. Existing and proposed utilities See enclosed Attachment S.
12.
Master Drainage Plan: The
submitted on November 25, 1992
been reviewed and found to be
this Development Agreement.
Master Drainage Plan was
to the City. The 'Plan has
acceptable Ear purposes of
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Fen6ing, berms, etc~: The perimeter pla~tings are shown and
" ,des~ribed on the Landscape ~lan, and is attached hereto.
Gfading plan: See Grading Plan attached hereto. According
to the FEMA Map CornmunityPanel Number: 125096.00170 Map
,Revised: August '19, 1991, the entire site is located within
Zone X. Zone X designates areas outside of the 500 year
flood'plain.' ,
. Landscape plan and tree, survey: See Lands'cape Plan
attached her~to. The tree survey is" being completed' in
:conjunction with the boundary survey, which will be
submitted ,within 10 days.
:Deed' restrictions: Not applicable to this project or
Development Agr~ement.
17. perm;t requirements: See enclosed Attachment 6.,
'18.,
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space, requirements:
See
enclosed
Parklands, open
Attachment 7.
19. Phasing: It is presumed that development of 'the project
will occur as a one phase project. The date for
Conunencement 'and completion is'not known at this time.
. ,20.
T ~ ...
Additional
additional
Manager.
information
information
requested
has been
by City
requested
Manager:
by the
No
City
030193 d-3
'911\DHM\19331MERI
85307
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DEVELOPMENT AGREEMENT
THIS AGREEMENT is entered into this day of
1993, between the CITY OF CLEARWATER, FLORIDA, a municipal
corporation ("City"), P.O. Box 4748, Clearwater, Florida 34618-
4748, and MURRAY SORIN ("80rinll), 465 Park Avenue, New York, New
York 10022.'
,
RECITALS:
A. Sorin is the fee simple owner of 14.2 acres of land
located at 2495 Gulf-to-Bay Blvd., Clearwater, Florida; legally
described on Exhibit "AII attached hereto and incorporated herein
(the tlProperty"). .
B,. The northern 800 feet of the Property is zoned t1CG"
(Gp.neral Commercial) with a land use designation of
Commercial/Tourist Pacilities. The remainder of the Property is
':oned ,IIRM-8" (MUlti-family Residential) wi,th a land use
designation of Low Density Residential.
C. Sarin desires to develop the Property generally as shown
on the site plan attached hereto as Exhibit "B" and incorporated
herein ('"Conceptual Plan") and City and Sorin desire to enter
into an agreement concerning such development.
D~ Ordinance No. 4981-90 establishing Sections 137.040
throug~ 137.054, subsequently renumbered as Sections ,36.111
through 36.126, Code of 'Ordinances of the City of Clearwater,
enables the City Commission to enter into development agreements
with the owners of real property.
NOW, THEREFOR~, in consideration of the mutual promises
contained herein, the parties hereto agree as follows:
1. Recitals. The foregoing recitals are true and correct
and are incorporated herein by reference.
2. Development. Development of the Property shall be
generally consistent with the Conceptual Plan or a revised
Conceptual Plan for which the transportation impacts will be
,equal to or less than the original Conceptual Plan. Except as
may otherwise be provided herein as to concurrency requirements,
all development pursuant to this Agreement shall be consistent
wi th applicable land developmen t and building, regulations, codes,
ordinances and policies in effect at the time of application for
final site plan approval. Development parameters, including,
without limitation, building heights, setback requirements,
access, ,open space and on-site parking will be governed by the
City Land Development Code. Ordinances and pol~cies of general
application in the City, including but not limited to impact fees
(other than tr~nsportation impact fees), which are adopted
subsequent to this Agreement, shall be applicable to the
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prope~ty. Such subsequently adopted ordin~nces and policies are
specifically anticipated in this Agreement. No amendment of any ,
such regulation, code, ordinance or policy adopted subsequent to
the effective date of this Agreement, however, shall preclude the
type of use or amount ~f floor area set forth in the Conceptual
Plan.
, '
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.
3. ,Certificate of Capacity. Concurrently wi,th the execution
of this Agreement, 'pursuant to ~137.66 of the City Land
Development Code, subsequently renumbered as Section 36.143, City
is issuing a Certificate of Capaciti for the ~roperty ~eserving
656 average weekday peak "hour trip ends on any adjacent link of
GulE-to-Bay Boulevard, the amount of capacity required for
development pursuant, to the Conceptual Plan.
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4. Payment of Capacity Fee ~nd Transportation Impact
Fees. In payment of' the Certificate of Capacity fee required by
~137.06, of the City Land Development Code, subsequently ,
renumbered as Section 36.148, Sorin shall pre-pay concurrent with
delivery of the Certificate of Capacity the transportation impact
Eeesowed in accordance with Pinellas County's Transportation
Impact Fee Ordinance No. 86-43, amended by Ordinance Nos. 88-50
and-90-88, computed as follows ("Transportation Impact 'Fees"):
I ,
120,000 sq. ft. General Commercial
20,000 sq. ft. Outparcels
(@ $5,000/1,000 sq. ft.)(Est.)
$326,760.00
100,000.00
" '
Cr.edit. Eor 80 parking spaces which
-currently exist on the Property
@ $1, 363/space ("Transportation'
Impact Fee Creditll)
(109,040.00)
$317,720.00
The payment of any Transportaticn Impact Fee required, as a result
of issuance of a certificate of occupancy shall first be
satisfied by reducing the Transportation Impact Fee Credit, until
that credit is exhausted. Thereafter Transportation Impact Fees
shall be required to be paid and shall be satisfied from the
$317,720.00 cash paid pursuant to this Ag~eement, until
exhausted. No portion of the Transportation Impact Fee paid in
cash shall be transferred to Pinellas County, Florida, unless or
until a certificate'of occupanCYlS issued for new construction
that would require payment of total Transportation Impact Fees in
excess of $109,040.00, in which event the appropriate portion of
these prepaid fees may be paid to Pinellas County, Florida. For
example, if certificates of occupancy are issued requiring the
payment of $150,000.00 in Transportation Impact Fees, then the
Transportation Impact Fee Credit of $109,040.00 shall'firstbe
exhausted and the County's portion of the balance of $40,960.00
shall be transferred to the County.
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5. puration.of Agreement. The duration of this Agreement
shall be ten (10) years from the date hereof.
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6. Comprehensive Plan, Etc. The development contemplated
by this ~greement is consistent with the City's comprehensive
plan and land development regulations.
,7. Local Development Permits. Preliminary and final site
plan approvals, Southwest Florida Water Management District
permits, Department of Transportation permits, building permits,
and certificates of occupancy will be needed for development of
the Property. These permits and approvals will be obtained at
the sole cost of Sorin. In the event that any of these permits
or approvals are not received, .no further development of the
Property, shall be allowed until such time as" the City Commission
has ~eviewed the matter and determined whether to terminate this
'Agreement or to modiEy it in a manner consistent with the public
interest.
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8. Non-Waiver of Reauirements. Failure qf this Agreement
to address a particular permit, condition, term or restriction
'shall not relieve Sorin of the necessity of complying with the
law governing such permitting requirements, conditions, terms or
restrictions. Any'matter or thing required to be done under
,existing ordinances of the City shall not be otherwise amended,
'I modifi~d or waived unless such modification, amendment or waiver
is expressly provided herein.
9~ Termination. Upon the termination of this Agreement,
,all then-existing codes shall be applicable to the Property
regardless of the terms of this Agreement and all parties shall
be placed in the same position as if this Agreement was never
executed.
"
10. Authority. This Agreement is entered into by the City
in nccordance with Sections 163.3220 through 163.3243, Florida
Statutes, and Article VII, Chapter 137, Clearwater Code of '
Ordinances, subsequently renumbered as Article V of Chapter 36,
relating to developme~t agreements, and the terms thereof are
hereby incorporated into this Agreement by reference.
,11. Notices. Any notice to be given or to be serve~ upon
any party hereto in connection with this Agreement must be in
writing, shall' be given by certified mail, return receipt
requested, and shall be deemed to have been given and received
when a letter containing such notico, properly addressed, with
postage prepaid, is deposited in the United States mail; and, if
givpn otherwise than by certified mail, it shall be deemed to
have been given when delivered to and received by ,the party to
whom it is addressed. Such notices shall be given to the parties
as set forth below:
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FOR -SORIN:
WITH A COpy TO:
'. "
E. D. Armstrong III, Esq.,
Jphnson, Blakely, Pope,
Bokor, Ruppel & Burns, P.A.
911 Chestnut Street
Clearwater, PL 34616
.12.' Binding Effect. . This Agreement shall constitute a
coven~nt running with the land for the duration hereof and shall
be binding upon both the City and Sarin and' persons deriving
title by, through or.under Sarin and upon their assigns and
successors in. title for such duration. The agreements contained
herein, shull benefit and limit all present and future owners of
the Property and the 'ci ty 'for the term hereof. This Agreement
shall,be recorded in the Public Records of Pinellas County,
'Plor ida. .'
'Murray Sarin
465 Park Avenue
. New York, NY 10022
"
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13. Modification. This Agreement constitutes the entire
agre~ment between the parties and no modification shall be made
except as in accordance with law. The parties agree that there
are np outstanding ~greements, of any kind other' than are ' .
reflected herein. Except as is otherwise specifically provided
herein, th~ Property shall be subject to the laws, ordinances and
'regulations of the City as they exist as of the date of this
Agreement .'
,
"14. Governmental Approvals. Should any other governmental
permits or approvals be 'necessary to effe,ctuate' the provisions of
'this Agreement, the City agrees to support' or not to oppose
Sorinls applications to obtain such permits or approvals.
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IN WITNESS ~H~REOF, ,the parties have hereto set
'seals the ,day' and year ,first,'above' written~'
their :hands
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CI~Y"OF CLEARWATER, FLORrDA
a,murilcipal,~orpor~~ion
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ATTEST:
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Print Name~ "
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Sinnnature
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Print Name
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By:
'DA t e :
MURRAY SORIN
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STATE OF FLORIDA
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COUNTY OF ?INELLAS
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The ,foregoing
day of
of the
personally known to
instrtiment was ~cknowledg~d'befor~ me
1993 by
CITY OF CLEARWATER,
me and did not ~ake
this
FLORIDA.
an oath.
,
Helshe
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NO,ta ry Public
My commission expires:'
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(All located north of DrUid ibad)
from the cUlltur'o[ St't"CI011 1D, Tow/I:;hlp 29 S(lul:h, Rtlllt;I(' IG l::nr.l,
rlll,ellng County" Flor.ldn, r.un South 89"-411-10" Eant alont} thu "
tlorl:h lIne of' the SOU1:hCDllt Quar.t:cr of Gaid Gecl:lol1 and lllol\l~ ~h('
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ct!nt:crllne of' Gulr to Day Douh>vnrd 034.1 [('('I: to II 1'0Jnl:, thcllC~
Sout:h 01-':"00'-52' Hest ?SO.OOfeet:, 1:0 I:hc ~01t11: of beg!unil1q of
the propert~ herein dcsc~lbcdl I:hcnc~ continue South 01.-00'-52'
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West: 432.48 feet: 1:.0 I.:hc Uorl:h line ,of Druid Road 1100-foot right
of way) / thence South 09"-14'-05. Ellst <110119 the Nor.l:h line of
'Or.uld, Rqad 500.21 feet: to a polntl thenct:' Itor.th 01"-01'-20" East
436.44 feel: to a polrll:,. thence N~l't:h (l9"-H'-I11" West 500.32 fel'l:
1:.0 the polnt of bE"91nn!t1g't and
Fr.om the cenl:er. of Section 10, Townnhtp 29 Soul:h; Rang!! 16 Eallt
Pinell"s Counl:y, F'lor.!da, r.Utl SOUlh,lJS"-41I-LD" East: alol1g 1:he
Hcr.t.h line of t::he 50~l:hca!lt quarter of n'a!d aacHon aud ..10119 till;!
:ccntcrllne of Gulf 1:0 Oay EJoulcvard a34.1 feel:. to a poin!:, thence
Soulh O~"-OO'-S2" We~l: 330.02 fecl: to thc50uth Hne of thc city
lim'il:s of Clcat;wa\;cr. for tIle point:: at beq!nn!nq of 'chI! pr.oper.l:y
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herein descr.ibed! thence continue SO,ut:h OL"-OQ'-52" Wesl 519.9B,
feet: to a point, I:hence south 09.-41'-10" E~~~ 500.32 feet to a
poLn!::! thence Uor.t:h 01&-01'-20" East 519.98 feet 1;0 l:he South Ill1e
oF. the city limil:s! thence north B90-HI-IB" West 500.011 feet 1:0
the ~olnt of beginning, 'and
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rr.om the cenl:c~ of SectlOIt iO, Town:1ldp 29 50111:11. Ilanqe Iii Easl:,
PitH!!.lall Co~!\!;y. FlorltJu, r.ull Soul:h D9".-H'-10" I!:Jsl.; alonq the
Hotth lille of '~hl' SOUI:heasl: Quad:cJ" IJf unid GI;'Cr;!oll ilnd alollg thC'
',.cenl:l"rllnl! of Gulf t.o OilY Doulcvard nJol.1 ((.'1.'1: 1:0 <1 poln!;J t~hf<'uct>
. '
Soul:h 01--00'-52" Heg!: 50.0 C~ct to the. 51Jul:1I line of'c;ulf 1:0 Day
DouJevl3rd for I:he poin/; of bagln'nlnq' of 1;\1-e- prOlh"'rty lwn'in df;>sC'Tlbedl.,
tl,,:ncc COlltlrl\lc South UP-OO'-52" I'h,'at:. 200.02 Co.:t't 1:0 il point on
I:.he south line of. tilt! city I inllta o( Clcnrwi\l:.cr.1 I:h~ncc South
OIP-ot,l'-lB" Ea:J1; .:110119 t1.:dd 50uth It 111.> 500.0\1 fac.l'. co a polntl "
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thence North 01"-011-20" Weot ,J.02 fc~~ to 0 polntr thence Soutll ,
09--H"-L8" Eanl; 11.2'[ocl:. to i1 1'0,111/:r 'thence Uorl:h OP-Ol'-20" E:aflt .
271.0 feet t.o th(.' South Hilt' of Gulf 1:0 DilY Boulovard: thence Horth
B9--41'-L8" West along th~ Soutll line of Gulf to nay Do~lev~rd 5l1.66
'f,eel: to the poln!: of b'e91unLnq.
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The north side of the site has ac;cess to Gulf to Bay Boulevard (S.R. 60), which is
under the jurisdiction of the Florida Department of T~anspo.rtation (FDOT). The.
south side of tbe site has access to Druiq Road which is under the jurisdiction of the .
City of Clearwater. The existing site has, a median ,cut located ,in S.,R. 60 for its main
..,access. point and one other access pomt located to the east of the median cut. The
sou,th side of thesite I has. two access pointS. The conceptual site' plan shows three
~f' northern driveways connecting to S.R. 60 for the project. The easternmost driveway
appears to align with Old Coachman Road (to thenortb), the second driveway is
(, located between the two outparcels and the westernmost driveway is 'located
approxpnately 60 feet west of aligning with the existing medlan cut. These' access
points will be reviewed, a'ccording to the FDOT Chapter 14-97 Access Management'
Classification System and Standards. The southern access point from Druid Road
will have' to meet 'the driveway connection requirements of the City of ~learwater.
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The proposed site is located ,in an area that is serviced by the City of Clearwater with
public watert sanitary sewer, gast and solid waste disposal. The existing water, sewer,
gaS; solid waste disposal systems are explained in more detail under required .
information Item #11.
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RUi7 t 1301 Street North
Seminole, Fl,34642
. 813,391.1419
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February 26, 1993,
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IDetli5~ McCabe
Johnson, Blakely et ~l
'P. ,0. Box 1368
Clearwater, FL 34617-1368
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Re:SURROUNDING OWNERS SEARCH/CL293-152
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Dear.' Denise:
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Enclosed are the 1992, tax parcels that arewithin.200 feet
ofl;he attached legal owned by <l-turray Sorin . ,Please note
the 'highlighted legals include subjec,i: pro'perty and properties
owned by Hr~ Sorin.' adjacent to'subject property. Also, the. .tax
rolls incorrectly identify ,SOl' in Realty Corp:' as owners o~
property in this area. However, the deeds indicate they
conveyed. out all interest many years ago.
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FOe No.' 92-1004
SCHEDULE A
Polley No. 814-955516
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LEGAL DESCRIPTION:
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[,OCATION:
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EXlST1.W; rLOOR MEAt '
SF FLOOR MEA 'to DE ADDED SF
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PAnCEL CkOSS LAND ARtA:
,NET LAND MEA:
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JUST VALUE OF LAND otlLY ACCORDINC TO CtJAAEtlT YF.lIR'S ASSESSMENT: $_~_.... ___--..
(VER.IV1CATJON OF TilE ABOVE IS RE~UlRED)
VALlIE rm SQUARE FOOT: !
(JUST VALUE DlVIDED BY c:toSS LANU AREA)
r ^n~T THAT Tilt INFOPJIATtOH PRESEt/TED Allon IS CORRECT, COMPLETE) AND TRUE.
I"1.l0PF.:<T\' O\mf:R/AU'fIlORIZED REPRESF21TATIVE SICNATURE
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DiMCT FEE CALCULATION
trOll. OFFICE USE ONL~
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.1 OPEN 5PAr.! ASSESSHlwr
t FIOOr Atce to be Mded
c', ~1Dtlnc Floor Areo
~t1o of Addr.d to E%1sting
!..~roc@ed Only if 50i. or Crenter)
Pnrcel lle t Land Aru
Open Space Factor
Open Sp^ce Assessment
SF
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P.ECOHHENDATION~
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RECREATION FACILITY .L.AND fEE. __ H/A _SF
RECREA'!lON FACILITY FEE .
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TOTALS
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Ream Wilson
Director; F~Tk9 ;od Recroation
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!lett,;: tJ.l teeo pnyab19 to "City of Clc8n:ater". O~ ~S-P8C~ ADd Rc.sr~ili~
facility Land Ieea 3hould be submitted to the Park. and ~creation
Dcp4rt~ent. City I~ll Annex, 1Q South Missouri Avenue. ~c.sr~~~
facility feeD ahould be submitted to the BuildiD~ Department ~t tho
GOllle lIddtegs. '
Ot/10/HI, - Form 610
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I~T~RIOR IHPROV~MENTS
AND ENCROACllNENTS, iF
ANY;,'. ARE: No'r SIlOWN. '
_' DRUID
,. N eq .14.'.OS"W CO.oz.I'
:~ ,ROAD 100' R1W
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set forth by tJ1E' [}'parlll).'l1l. of Profess iona 1 Re9u 1 ill. ion, so,)rd of wnd Surveyors, in
Otapter 2UUI-6,' Admini::;r:raUvC' Rul~5 of tilE' BoiJrd of,ProfE'ssional L3nd Surve>yors,'
effecHve September 1, 1981.
'!his'survuy is a retra("en"("nt of ('ar\ ier survE'}':J prepC\rlxl by Leo Butler in 1947 and 1954.
Bear.ings conform to thOSE' us~ on' prE'vious'survE'Ys on ~~e North ltn~ of thE'SOUtl1E'Llst
QUarter of SeCt.ion 18.
PERt METER SURVl:."'i mD P1.J\T l''OR ZeN 100
PRE?AllED fOR NUP.RAY SORIN
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ROWE SURVEYING AND
ENGiNEERING COMPANY, INC.
MOBILE, ALABAMA
.3151} .r:o~'AGE, HIIJ.. rom foOBlLE, ALAnAHA
SCALE \"'ZOo 'AP~II. 'l'l, 1"161;,
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ATTACHMENT 5
UTILITIES AND SER vrCE
Water (Public Utility)
The City of Clearwater Atlas indicates there are existing water mains located along
the north, south and east property lines of the site. An eXisting six (6) inch water
main is located along the north property line within S.R. 60 right-of-way, while a
sixteen (16) inch watermain is located east of the site within the Florida Power
Corporation right-of-way and south of the'site within the Druid Road right-of-way
property line. A fire hydrant is located along the northern property line within the
S.R. 60 right-of-way at Outparcel UAU. The existing water system is shown on the
attached Grading Plan. The City of Clearwater is not anticipating any expansion of
the existing water mains in the area.
The water service would be expanded to the site by tapping (by the City of
Cle:irwater) either the six inch or sixteen inch water main or a combination of the
two.
Sanitary Sewer (Public Utility)
The City of Clearwater Atlas indicates existing sanitary sewer gravity lines located
along the north and we~t property lines of the site. An existing eight (8) inch sanitary
sewer gravity line, servicing the office/maintenance building, is located along the
north property line. The sanitary sewer gravity line, servicing the mobile home park,
along the west property line varies from two (2) inches to the north to six (6) inches
to the south where it enters a sanitary sewer manhoJe located near the southwest
comer of the property within the Druid Road right-of-way. The existing sanitary
sewer system is shown on the attached Grading Plan. The City of Clearwater is not
anticipating any expansion of the existing sanitary sewers in the area.
There are two (2) options for providing sanitary sewer service to the outparcels'
depending on their finished floor eleva~ions~ The most ec(~)Oomical optio~ would be
to discharge to the north via gravity lines connecting to the existing saIiitary sewer
lateral currently servicing the office/maintenance building. No information is
currently available on the size or elevation of the laterals. Should the lateral, be
determined to be too small or at an elevation too high to service the outparcels, the
outparccls could be serviced via a gravity system discharging to the existing manhole
. located adjacent to the southwest comer of the site. The sanitary sewage from the
main building will discharge via gravity lines to the manhole located adjacent to the
southwest comer of the site. '
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Gas (P}1btic Utility)
The City of Clearwater Atlas indicates existing gas lines located along the nonh
property line within .S.R. 60 right-of-way and west property line within the model
home park. A fbur (4) inch gas line is located along the north property lines, while
a two (2) inch line is located on the west property line. The City of Clearwater is not
anticipating any expansion of the existing gas lines in the area.
1?e gas se~ce would be ~xpand~d to tbe site by tapping (by City of Clearwater)
eIther gas line and extendmg a line to a meter locauon. The City of Clearwater
retains ownership of the gas line to the meter. The internal gas distribution would
be designed to seIVice the individual buildings from the meter. '
Solid Waste (Public Utility)
The City of Clearwater Solid Waste Department provides collection for this site. The
onsite location of the collection area will bave to meet the requirements of the City
of Cleanvater code including size, location, and screening.
Electricity (Private Utility)
The Florida Power Corporation (FPC) bas electrical lines located on the north, east
and west property lines of the site. The electrical lines along the east side of the
property are distribution lines, and the electric feed lines along the west side of the
property service the mobile borne park. The existing power feed to the site is located
on an overhead pole that crosses S.R. 60. The existing feed is a 120/24Ov, single
phase line. The electric company is not anticipating the expansion of the electrical
system in this area.
The electrical feed to the site may have to be upgraded to a 3 phase system
depending on the appliances within the buildings. The electrical service will be
distributed t,hroughout the site through' conduits or overhead poles by the FPc.
Telephone (Private Utility)
GTE has indicated that there are at least four (4) existing telephone cables l,ocated
along the north propeny line. GTE is not planning any expansion of the existing
system in the area.
The telephone service would be extended to the site from the existing cables. The
distribution of the telephone system would be through site contractor installed
conduits or the overhead electrical poles installed on site.
Television Cable (Private Utility)
Vision Cable has indicated there are existing CATV trunk lines located, along the
north right-of-way of S.R. 60 and along the east and south property lines. These
trunk lines are for transmission and can not be tapped. Vision Cable is not planning
any expansion of the existing system.
If television cable is required, a distribution line must be extended from the nearest
amplifier to the site. The entire cost would be the responsibility of the developer.
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ATTACHMENT 6
Fed~(al
United States Environmental Protection Agency (EP A) requires that a NPDES
Permit be obtained prior to the commencement of construction. The NPDES Permit
requires discharge from the site or into wetlands/water bodies auring construction.
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Chapter 40D-4D General Construction Surface Water Permit.
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The permit details the requirements of a Surface Water Management System
forstormwater runoff including the water quality treatment, discharge rates,
and elevations of the affected land and water bodies. Tbe permit also
regulates certain wetland impacts. '
. B.
Florida D,epartment of Transportation Access Connection Permit.
The permit establishes the geometry and construction requirementS of a
driveway connecting to a state road.
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Florida Dep,art.IJ:ient of Transportation Right-of-Way Use Permit.
The permit allows the placement of utilities and, construction to take place
within the Florida Department of Transportation Right-of-Way.
D. Florida Depanmem of Environmental Regulation Sanitary Sewer Permit.
The pef1.l?lt provides the Department, of Environmental Regulation with the
oppormnity to review the sanitary sewer construction plans and to keep a
, record 'of the remaining capacity of 'the wastewater treatment plants.
Local
A City of Clearv,rater Preliminary Site Plan.
The Preliminary Site Plan is submitted to tbe City for review and approval by
the City Commission. The City Commission reviews the plan to determine if
it is generally consistent with the Land Development Code.
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B. City, of Oearwater Final Site Plan Certification.
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The I:inal Site Plan is submitted to the City and reviewed by the Development
Review Committee (DRC). The DRC makes a detailed review of the site
plan.. Upon the satisfactory responses to the commcntst 'the site plan is
submitted to the Oerk's office for certification. '
The permit provides the Health Department with the opportunity to review
tbe water supply system ,coDStruction plans, regulate chlorination and pressure
testingt and to keep a record of tbe remaining capacity of the water treatment
i plants;
G. 'Florida Power Corporation Right-of.Way Utilizati~n Permit.
The permit allows the CODStruction of improvements within the Florida Power
. l Corporation right-of-way.
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ATTACHMENT 7
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The City" of'Cle3.IWuter determines the open spac~ a;nd' recreation' facility land fees.
usmg the attacbed wor~heet.. The ,first check to deterInine, if .an inipact 'fee' is
. 'warranted is to. determine if the percentage of add~d floor area compared to the sUm
of the ,added floor area and existing floor area is equal to o~ greater than 50%. The
proposed building area for the Sdrin Property is much more than the above' described
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50% threshold. The open space assessment would be based upon the net lan~ area
of the site multiplied by an open spa'ce factor of 20%. The open Space' fe'e would be'.
. c3.Iculated by multiplying the open space assessment by the "just value" of the land-:
on a square foqtage basis. . "', .' . .
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CITY OF CLEARWATER
Intardepartmant Carrlllpondonce
FROM:
f<.~:: + \~.
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James M. Polatty, Jr., Director of Planning and Development J
Mayor and City Commission
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TO:
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SUBJ!:CT:
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SorinDevelopment Agreement
COPIES:
Michael Wright, City Manager
M.' A. Galbraith, Jr., City Attorney
Kethy Rice, Deputy City Manager
Cyndie Goudeau, City Clerk
'1
DATE:
J April 14, 1993
The CommiSsion had two questions concerning the Sorin Development Agreement at Monday's work session.' The first
question involved whether the fees would be refunded after they have been paid. The second question concerned
changing the amendmont to reflect the five year time frame. The applicant's representative has been contacted and
will provide amended pages to incorporate the nonrefundability issue and the five year time frame in the agreement.
;t..
In a related matter, at its April 13, 1993 Planning and Zoning Board meeting, in discussing the proposed code <
, llmendments for development agreements in general, the Board reiterated its support for a 10 year time frame for the
Sorin agreement to allow the developer additional time for permitting and construction.
Should you have questions Dr comments, please contact me.
SOACC.SS
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, . ~ ' RECEIVED
. R -e. -~ P L1) ~ (7 \;)., APR 1 3 1993
JOHNSON. BLAKELY. POPE, BOKOR. RUPPEL & BURNS, R A.
, \\
ATTORNEVS AND COUNSELLORS AT LAW
CITY CLERK DEPT.
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E. D, ARMSTAO:~O 111
ElARE.:ARA A. BACCARI
BRUCE W, BARNES
!OHN T. Bl..AKEI..Y
BRlICE H, BOKOR
GUY M. aURN~
MICHAF.L T. ~ONIN
l'UZA!!IETH J. DANIELS
USA B, DOOOE
BRIAN B, E;VANS
MARION HALE
REBECCA HENSON HUDODA
SCOTT C. ILGENFRITZ,
FRANK R. JAKES
TIMOTHY A. JOHNSON. JR, '
SHARON E. KRICK
JOHN R. LAWSON
JAMES G. I..EWIS
MICHAEl. G. LlTTI..E
MARIA MAISTRELLIS
MICHAEl. C. MARKHAM
DAVID J. OTTINGER
F. WALLACE pOPE, JR.
DARRYL R. RICHARDS
OENNIS G. RUPPEL'
CHARLES A. SAMARKOS
JOHN A. SCHAEFER
OETHANN SCHARRER
PHIUP M. SHASTEEN
CHARLES M. T A TELBAUM
GLEE A. TRIPLETT
JOAN M, VECCHIOLI
MICHAEL T, WIl.UAMS
ANTHONY p, ZINGE
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. or COUN$!:l.
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"'LEASE REPLY TO CLEARWATER
FILE NO.
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19331.85307
Gril 13, 10J
;:> S -e -€-
if IN I~r
0.. "" d C{ +('q c~ frty(;r!- 5
VIA HAND DELIVERY
Cynthia Goudeau, city Clerk
, City of Clearwater
112 S. Osceola Avenue
Clearwater, FL 34616
Re: Mur'ray Sor in Development Ag reemen t
Dear Ms. Goudeau:
Enclosed is a revised Development 'Agreement reflecting the
change in the duration of the Development Agreement, as requested
by the' Ci ty Commiss ion dur ing its public hear ing on Apr ill,
1993. Specifically, the duration period for the. Development
Agreement was changed from ten years to five years; Should you
have any questions concerning this transmittal, please do not
hesitate to contact me (at 461-1818) or Mr. Ed Armstrong (at 225-
2500) .
Very truly yours,
f2e.,/~ 1/, '111c CJ':M-
Denise H. McCabe, AICP
Planner
DHM:mme
enclosure
co: B.D. Armstrong, III,
Milton A. Galbraith,
Mr. Murray Sorin
Esquire
Jr., Esquire
9l1/DHM/19331MEL12
85307 d-2 (1026)
CU~ARWA1E~ OI'f1ce
Gll CHI!STNUT STRI!t:T
1>05T Of'Flce oox .3118
CLEARWA,'F.R, FLORIDA 34617.1366
. TI!LI:PliONI: 18131 4111.1618
TI!l.I!COPIIlR 18131 0141.&\11
TAMPA OI'HCr:
100 NORTH TAMPA STREE1'
SUITt;: 1 DOO '
POST OFFIC~ BOX /100
TAMPA, FLORIDA 33601.1100
"F.LC'PHONI! III 131 22502600
'TELECOI'IER !fIl!l1 22!Hl 18
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DEVELOPMEN'r AGREEMENT
THIS AGREEMENT is entered into this day of
1993,'between the CITY OF CLEARWATER, FLORIDA, a municipal
corporation ("City"), P.o. Box 4748, Clearwater, Florida 34618-
4748, and MURRAY SORIN ("Sorinll), 465 Park Avenue, New York, New
York 10022.
,
RECITALS:
A. Sarin is the fee simple owner of 14.2 acres of land
located at 2495 Gulf-to-Bay Blvd., Clearwater, Florida, legally
described on Exhibit "A" attached hereto and incorporated herein
(the "Property").
B. The northern 80,0 feet of the Property is zoned IlCGIl
(General Commercial) with a land use designation of
Commercial/Tourist Facilities. The remainder of the Property is
zoned t1RM-8" (Multi-family Residential) with a land use
designation of Low Density Residential.
C. Sorjn desires to develop the Property generally as shown
on the site plan attached hereto as Exhibit "BII and incorporated
herein ("Conceptual Plan") and City and Sarin desire to enter
into an agreement concerning such development.
D. Ordinance No. 4981-90 establishing Sections 137.040
through 137.054, subsequently renumbered as Sections 36.111
through 36.126, Code of Ordinances of the City of Clearwater,
enables the City Commission to enter into development agreements
,with the owners of real property.
NOW, THEREFORE, in consideration of the mutual promises
contained herein, the parties hereto agree as follows:
1. Recitals. The foregoing recitals are true and correct
and are incorporated herein by reference.
2. Development. Development of the Property shall be
generally consistent with the Conceptual Plan or a revised
Conceptual Plan for which the transportation impacts will be
equal to or less than the original Conceptual Plan. Except as
may otherwise, be provided herein as to concurrency requirements,
all development pursuant to this Agreement shall be consistent
with applicable land development and'building regulations, codes,
ordinances and policies in effect at the time of application for
final site plan approval. Development parameters, including,
without limitation, building heights, setback requirements,
access, open space and on-site parking will be governed by the
City Land Development Code. Ordinances and policies of general
application in the City, including but not limited to impact fees
(other than transportation impact fees), which are adopted
subsequent to this Agreement, shall be applicable to the
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Property. Such subsequently adopted ordinances and policies are
specifically anticipated in this Agreement. No amendment of any'
such regulation, code, ordinance or policy adopted subsequent to
the effective date of this Agreement, however, shall preclude the
type of use or amount of 'floor area set forth in the Conceptual
Plan.
3. Certificate of Capacity. Concurrently with the execution
of this Agreement, pursuant to S137.66 of the City Land
Development Code, subsequently renumbered as Section 36.143, City
is issuing a Certificate of Capacity for the property reserving
656 average weekday peak hour trip ends on any adjacent link of
Gulf-to-Bay Boulevard, the amount of capacity required for
development pursuant to the Conceptual Plan.
4. Payment of Capacity Fee, and Transportation Impact
Fees. In payment of the Certificate of Capacity fee required by
S137.06, of the City Land Development Code, subsequently
renumbered as Section 36.148, Sorin shall pre-pay concurrent with
delivery of the Certificate of Capacity the transportation impact
fees owed in accordance with Pinellas County's Transportation
Impact Fee Ordinance No. 86-43, amended by Ordinance Nos. 88-50
and 90-88, computed as follows ("Tr~nsportation Impact Fees"):
120,000 sq. ft. General Commercial
20,000 sq. ft. Outparcels
(@ $5,000/1,000 sq. ft.)(Est.)
$326,760.00
100,000.00
(109,040.00)
$317,720.00
The payment of any Transportation Impact, Fee required as a result
of issuance of a certificate of occupancy shall first be
satisfied by reducing the Transportation Impact Fee Credit, until
that credit is exhaus~ed. Thereafter Transportation Impact Fees
shall be required to be paid and shall be satisfied from the
$317,720.00 cash paid pursuant to this Agreement, until
exhausted. No portion of the Transportation Impact Fee paid in
cash shall be transferred,to pinellas County, Florida, unless or
until a certificate of occupancy is issued for new construction
that would require payment of total Transportation Impact Fees in
excess of $109,040.00, in which event the appropriate portion of
these prepaid fees may ,be paid to Pinellas County, Florida. For
example, if certificates of occupancy are issued requiring the
payment 'of $150,000.00 in Transportation Impact Fees, then the
Transportation Impact Fee credit of $109,040.00 shall first be
exhausted and the County's portion of the balance of $40,960.00
shall be transferred to the ,County.
Credit for 80 parking spaces which
currently exist on the Property ,
@ $1,363/spac~ ("Transportation
Impact F~e Credit")
-2-
.~
5. Duration of Agreement. The duration of this Agreement
shall be five (5) years from the date hereof.
6. Comprehensive Plan, Etc. The development contemplated
by this Agreement is consistent with the City's comprehensive
plan and land development regulations.
7. Local Development Permits. Preliminary and final si~e
plan approvals, Southwest Florida Water Management District
permits, Department of Transportation permits, building permits,
and certificates of occupancy will be needed 'for development of
the Property. These permits ,and approvals will be obtained at
the sole cost of Sorin. In the event that any of these permits
or approvals are not received, no further development of the
Property shall be allowed until such time as the City Commission
has reviewed the matter and determined whether to terminate this
Agreement or to modify it in a manner consistent with the public
interest.
8. Non-Waiver 'of Requirements. Failure of this Agreement
to address 'a particular permit, condition, term or restriction
shall not relieve Sorin of the necessity of complying with the
law governing such permitting requirements, conditions, terms or
restrictions. Any matter or thing required to be done under
'existing ordinances of the City shall not be otherwise amended,
modified or waived unless such modification, amendment or waiver
is expressly provided herein.
9. Termination. Upon the termination of this Agreement,
all then-existing codes shall be applicable to the Property
regardless of the terms of this Agreement and all parties shall
be placed in the same position as if this Agreement was never
executed.
10. Authority. This Agreement is entered' into by the City
in accordance with Sections 163.3220 through 163.3243, Plorida
Statutes, and Article VII, Chapter 137, Clearwater Code of
Ordinances, subsequently renumbered as Article V of Chapter 36,
relating to development agreements, and the terms thereof are
hereby incorporated into this Agreement by reference.
11. Notices. Any notice to be given or to be served upon
any party hereto in connection with this Agreement must be in
writing, shall be given by certified mail, return receipt
requested, and shall be deemed to have been given and received
when a letter containing such notice, properly addressed, with
postage prepaid, is deposited in the United States mail; and, if
given otherwise than by certified mail, it shall be deemed to
have been given when delivered to and received by the party to
whom it is addressed. Such notices shall be given to the parties
as set forth below:
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FOR CITY:
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WITH A COpy TO:'
Michael Wright
City Manager .
City of Clearwater
P.O. Box 4748
Clearwater, FL 34618
James Polatty
Planning and Development
Director
City of Clearwater
P.O. Box 4748
Clearwater, FL 34618
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FOR SORIN:
'WITH A COPY TO:
Eo D. Armstrong III,'Esq.
Johnson~ Blakely, Pope,
Bokor, Ruppel & Burns, P.A.
911 Chestnut street
Clearwater, FL 34616
12. Binding ,Effect. This Agreement shall constitute a
covenant running with the landEor the duration herebf and shall
,be binding-upon both the City and Sarin and persons deriving
title by, ,through or under Sorin and upon their assigns. and
successors in title for such duration. The agreements contained
herein shall ,benefit, and limit all present and future owners of
the Property and the City for the term hereof. This Agreement
shall be recorded in the Public Records of Pinellas County,
Florida.
Murray Sarin
465 Park Avenue
New York, NY 10022
.'
13. Modification. This Agreement constitutes the entire
agreement between the parties and no modification shall be made
except as in accordance with law~ The parties agree that there
are no outstanding agreements of any kind other than are
reflected herein. Except as is otherwise specifically provided
herein, the Property shall be subject to the laws, ordinances and
regulations of the City as they exist as of the date of this
Agreement.
.14. Governmental Approvals. Should any other governmental
permits or approvals be necessary to effectuate the provisions of
this Agreement, the City agrees to support or not to oppose
Sorin's appl~cations to obtain such permits or approvals.
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IN WITNESS WHEREOF, the parties have hereto. set their hands
'a~d seals~~e'day and year first above written.
CITY OF CLEARWATER, FLORIDA
a municipal corporation
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ATTEST:
By: '
Date:
WITNESSES:
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Signature
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MURRAY SORIN
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Print Name
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Signature
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STATE OF FLORIDA
COUNTY OF PINELLAS
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The foregoi'ng
,day of,
of the
personally known to
instrument was acknowledged before
I 1'993, by
CITY OF CLEARWATER, FLORIDA:
me and did not. take an oath.
me this
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He/She
is
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Notary Public
My commission expires:.
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JOHNSON. BLAK~LV., POPE. BOKOR. RUPPEL & BUR~A., . I d-
ATTORNEYS AND COUNSELLORS AT LAW .
E. D. ARMSTRONG III
BARBARA A. BACCARI
BllUCE W. BARNES
JOHN T. BLAKEl.Y
I3RUa: H. BOKOR
GUY M, BURNS
MICHAEl. T. CRONIN
EUZABETH J, DANIELS
USA B. DOOOE
BRIAN B. EVANS
MARION HAl.E
REBECCA HENSON HUCOBA
SCOTT C. ILOE.NFRITZ
FRANK R. JAKES
TIMOTHV A. JOHNSON, JR,
. SHARON E. KRICK
. JOHN R. l.AWSON
JAMES 0, LEWIS
. 0" COUN'5I:L
MICHAEL Q, LlTTLlf
, MAR1A'MA1STREl.llS
MICHAEl. C. MARKliAM ,
DAVIO J. OTTINGER
F. WAL1.ACE POPE, JR.
DARRYl. R. fllCHAROS
DENNIS G. RUPPEL'
CHARLES A, SAMAAKOS
JOliN A, SCHAEFER
SETHANN SCHARRER
PHILIP M. SHASTEEN'
CHARl.ES M. TATEL.BAUM
GLEE A. TRIPLETT
JOAN M. VECCHIOU
MICHAEL T. WIWAMS
ANTHONY p, ZINGE
'PLEASE REPLY TO Cl.EARWATER
FILE NO.
19331.85307'
Apr il 14" 1993
VIA HAND DELIVERY,
Cynthia Goudeau, City Clerk
City of Clearwater
l12'S. Osceola Avenue
Clearwater, FL 34616
Re: Murray Sorin Development Agreement
Dear Ms. Goudeau:
Enclosed is a revised Development Agreement reflecting a
change to the transportation impact f~e sesion, ,as requested by
Mr. Scott Shuford, today. Specifically, recital 14 has been
amended, to proh ibi t the re fund of any prepa id transpor ta tion
impact fees. The new language appear s on the top of page 3.
Should you have any questions concerning this transmittal, please
do not hesitate to contact me (at 461-1818) or Mr. Ed Armstrong
(at 225-2500).
Very truly yours,
~~ II. I11c~
Denise H. McCabe, AICP
Planner
.OHM:mme
enclosure
cc: Milton. A. Galbraith, Jr., Esquir,e
Mr. Scott Shuford
E.D. Armstrong, III, Esquire
Mr. Murray Sorin
911/DHM/19331MEL12
8 a.~lRlTl!lt fJ;';;t (182 G )
IH I CIIC:Sl'NU r S1'rmr.T
/,OS1' OffiCI! !lOX 13M ,
CLP.ARWATEfl, FI..oRIDA 34617-1360
'Il!U!I'IIONf. CDllll 4111-11110
11!I,IlCOI'II:'~ 1111;'1 44 HJ617
TAMPA Ofnc:1!.
100 NORTH TAMPA STRElrr '
SUITE 1800
POST OFFICE BOX 1100
TAMPA. FLORIDA 33601.1100
TELEPHONE 18'31 22S.2500
TELECOPIER 18131223.71'8
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DEVELOPMENT AGREEMENT
THIS AGREEMENT is entered into this day of ,
1993, between the CITY OF CLEARWATER, FLORIDA, a municipal
corporation ("City"), P.O. Box 4748, Clearwater,'F1orida 34618-
4748, and MURRAY SORIN ("Sarin"), 465 Park Avenue, New York, New
York 10022.
RECITALS:
A. Sarin is the fee simple owner of 14.2 acres of land
located at 2495 GUlf-to-Bay Blvd., Clearwater, Florida, legally
described on Exhibit "A" attached hereto and incorporated herein
(the "Property").
B. The northern 800 feet of the property is zoned "eG"
(General Commercial) with a land use designation of
Commercial/Tourist Facilities. The remainder of the Property is
'zoned "RM-8" (Multi-family Residential) with a land use
designation of Low Density Residential.
C. Sarin desires to develop the Property generally as shown
on the site plan attached hereto as Exhibit "B" and incorporated
herein ("Conceptual Plantl) and City and Sarin desire to enter
into an agreement concerning such development.
D. Ordinance No. 4981-90 establishing Sections 137.040
through 137.054, subsequently renumbered as Sections 36.111
through 36.126, Code of Ordinances of the City of Clearwater,
enables the City Commission to enter into development agreements
with the owners of real property.
NOW, THEREFORE, in consideration of the mutual promises
contained herein, the parties hereto agree as follows:
,
1. Recitals. The foregoing recitals are true and correct
and are incorporated herein by reference.
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2. Development. Development of the Property 'shall be
generally consistent with the Conceptual Plan or a revised
Conceptual Plan for which the transportation impacts will be
equal to or less than the original Conceptual Plan. Except as
may otherwise be provided herein as to concurrency requirements,
all development pursuant to this Agreement shall be consistent
with applicable land development and building regulations, codes,
ordinances and policies in effect at the time of application for
final site plan approval. Development parameters, including,
without limitation, building heights, setback requirements,
access, open space and on-site parking will ~e governed by the
City Land Development Code. Ordinances and po~icies of general
application in the City, including but not limited to impact fees
(other than transportation impact fees), which are adopted
subsequent to this Agreement, shall be applicable to the
Property. Such subsequently adopted ordinances and policies are
specifically anticipated in this Agreement. No amendment of any
such regulation, code, ordinance or policy adopted subsequent to
the effective date of this Agreement,' however, shall preclude the
type of use or amount of floor area set forth in the Conceptual
Plan.
3. Certificate of Capacity. Concurrently with the execution
of this Agreement, pursuant to S137.66 of the City Land
Development Code, subsequently renumbered as Section 36.143, City
is issuing a 'Certificate of Capacity, for the property reserving
656 average weekday peak hour trip ends on any adjacent link of
Gulf-to-Bay Boulevard, the amount of capacity required for
development pursuant to the Conceptual Plan.
4. Payment of Capacity Fee~nd Transportation Impact
Fees. In payment of the Certificate of Capacity fee required by
S137.06, of the City Land Development Code, subsequently
renumbered as Section 36.148, Sorin shall pre-pay concurrent with
delivery of the Certificate of Capacity the transportation impact
fees owed in accordance with Pinellas County's Transportation
Impact Fee Ordinance No. 86-43, amended by Ordinance Nos. 88-50
and 90-88, computed as follows ("Transportation Impact Fees"):
, I
120,000 sq. ft. General Commercial
20,000 sq. ft. Outparcels
(@. $5,000/1,000 sq. ft.) (Est.)
$326,760.00
100,000.00
I
Credit for 80 parking spaces which
currently exist on the Property
@ $1,363/space (IlTransportation
Impact Fee Credit")
(109,040.001
$317,720.00
The payment of any Transportation Impact Fee required as a result
of issuance of a certificate of occupancy shall first be
satisfied by r.educing the Transportation Impact Fee Credit, until
that credit is exhausted. Thereafter Transportation Impact Fees
shall be required to be paid and shall be satisfied from the
$317,720.00 cash paid pursuant to this Agreement, until
exhausted. No portion of the Transportation Impact Fee paid in
cash shall be transferred to Pinellas County, Florida, unless or
until a certificate of occupancy is issued for new construction
that would require payment of total Transportation Impact Fees in
excess of $109,040.00, in which event the appropriate portion of
these prepaid fees may be paid to pinellas County, Florida. For,
example, if certificates of occupancy are issued requiring the
payment of $150,000.00 in Transportation Impact Fees, then the
Transportation Impact Fee Credit of $109,040.00 shall first be
exhausted and the County's portion of the balance of $40,960.00
shall be transferred to the County. '
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,.
No portion of the prepaid impact fees shall be refunded to Sarin
or his successors in title for development of the Property which
is the subject of this Agreement.
5. Duration of Agreement. The duration of this Agreement
shall be five (5) years from the date hereof.
6. Comprehensive Plan, Etc. The development contemplated
by this Agreement is consistent with the City's comprehensive
plan and land development regulations.
7. Local Development Permits. Preliminary and final site
plan approvals, Southwest Florida Water Management District
permits, Department of Transportation permits, building permits,
and certificates of occupancy will be needed for development of
the Property. These permits and approvals will be obtained at
the sole cost of Sorin. In the event that any of these permits
or .approvals are not received, no further development of the
Property shall be allowed until such time as the City Commission
has reviewed the matter and determined whether to terminate this
Agreement or to modify it in a manner consistent with the public
interest.
B. Non-Waiver of Requirements. Failure of this Agreement
to address a particular permit, condition, term or restriction
shall not relieve Sarin of the necessity of complying with the
law governing such permitting requirements, conditions, terms or
restrictions. Any matter or thing required to be done under
existing ordinances of the City shall not be otherwise amended,
modified or waived unless such modification, amendment or waiver
is expressly provided herein.
9. Termination. Upon the termination of this Agreement,
all then-existing codes shall be applicable to the Property
regardless of the terms of this Agreement and all parties shall
be placed in the same position as if this Agreement was never
executed.
, '
10. Authority., This Agreement is entered into by the City
in accordance with Sections 163.3220 through 163.3243, Florida
Statutes, and Article VII, Chapter 137, Clearwater Code of
,Ordinances, subsequently renumbered as Article V of Chapter 36,
relating to development agreements, and the terms thereof are
hereby incorporated into this Agreement by reference.
11. Notices. Any notice to be given'or to be served upon
any party hereto in connection with this Agreement must be in
writing, shall be given by certified mail, return receipt
requested, and shall be deemed to have been given and received
when a letter containing such notice, properly addressed, with
postage prepaid, is deposited in the United States mail; and, if
given otherwise than by certified mail, it shall be deemed to
have been given when delivered to and received by the party tq
whom it is addressed. Such notices shall be given to the parties
as set forth below:
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FOR CITY:
WITH A COpy TO:
Michael wright
City Manager
City of Clearwater
P.o. Box 4748
,Clearwater, FL 34618
,James Polatty
. Planning and Development
Director,
City of Clearwater
"P.O. Box 4748
Clearwater, FL 34618
FOR SORIN:
WITH A COpy TO:
E. D. Armstrong III, Esq.
Johnson, Blakely, 'Pope,
Bokor, Ruppel & Burns, P.A.
911 Chestnut Street
Clearwater, FL 34616
12. Binding Effect. This Agreement shall constitute a
covenant running with the land for tqe duration hereof and shall
be binding upon both the City'and Sarin and persons deriving
title by, through or under Sorin and upon their assigns and
successors in title for such duration. The agreements contained
herein shall benefit and limit all present and future owners of
the proper~y and the City for the term hereof. This Ag'reement
shall be recorded in the Public Records of Pinellas County~
Florida.
Murray Sorin
465 Park Avenue
New York, NY 10022
13.' Modification. This Agreement constitutes the entire ,
agreement, between the parties and no modification shall be made
except as in accordance with law. The parties agree that there
are no outstanding agreements of any kind other than are
reflected herein. Except as is ,otherwise specifically provided
herein, the Property shall be subject to the laws, ordinances and
regulations of the city as they exist as of the date,of this
Agreement. '
14. Governmental Approvals. Should any other governmental
permits or approvals be necessary to effectuate the provisions of
this Agreement, the City agrees to support ,or not to oppose
sarin's applications to obtain such permits or ,approvals.
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IN WITNESS WHEREOF,~ the partie's' have hereto set their. hands
,.and s~als.the day and year first above written.
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CITY OF CLEARWATER, FLORIDA
a municipal corporation
ATTEST:
By:
Date:
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WITNESSES: '
Sign~ture
.. MURRAY SORIN
Print Name
Signature
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Print Name
STATE OF FLORIDA )
COUNTY OF PINELLAS )
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The .foregoing instrument was acknowledged ,before me this
day of . , 1993 by. . ,
of the CITY OF CLEARWATER, FLORIDA. He/She is
personally known to me and did not,take an oath.
Notary Public
'My commission expires:
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CLEARWATER CITY COMMISSION p' a'\ ')
, Agenda Cover Memorandum ~
Itom' a
Meeting Oat 3
SUBJECT: Vacation Request 93-01 (Colen)
PUBUC i
HEARING
RECOMMENDATION/MOTION:
Approve the vacation of the 15 foot utility Easement located in M & B 22-03 lying
in section 6-29-16, filed in O.R. Book 5578, Pages 1203 through 1205 and adopt
Resolution Number 93-22 authorizing the city to convey the Easement back to the
property owner by quitclaim deed,
au and that the appropriate officials be authorized to execute same.
BACKGROUND:
The owners' property is in the county and is currently being developed. The
plans show two' proposed buildings over the existing 15 foot utility Ease~ent that
was granted to the city of Clearwater. '
This petition has been reviewed by various department/divisions concerned with
vacations and there are no objections.
Florida Power, General Telephone and Vision Cable have reviewed this request and
have no objections.,
The Public Works Director has reviewed the comments submitted by the reviewing
,Departments and recommends this request be approved.'
Reviewed by:
legal N/A
Budget N/A
Purchasing N/A
Originating Dept.
Public ~orks/Englneering
User Dept. \ptii
Funding Source:
COIIInission Action j) I
..... ..I 1'\ eS .
Approved..-.. rtdof/e
, Approved C\S a'11.'tJ "d
w/condltions _____
Denied
Risk Mgmt.
N/A
N/A
N/A
Advertised:
Copt. I~.
Operating
Other
Cont1d to
DIS
I ACM
Date: 04/01 & 04/08/93
Other
, I submittc
'I Ci t
VACnOI.AU'j
Paper: TlllllPa Tribune I
Not requi red
Affected parties ------I
notified _ YC5
Not requl red
Appropriation Code(s)
N/A
Attachments:
Petition
Resolution 93-22
Location Sketch
Quitclaim Deed
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,FLE1\SE REVIEW THIS VACATION IN TERMS OF YOUR PRESENT USE AND FUTURE NEED
FOR THE PROPERTY. INDICATE YOUR COMMENTS BELOW:
REFERENCE ATLAS SHEET NO 254AI 'C-13 SECTION~TOWNSHIP 298 RANGE 1GB
1. ENGINEERING D~ISION: ~' ~
REVIEWED BY: ~ APPROVED BY: J~crt4~~ OATE:.2v~'lJ
COMMENTS: The appl icant is requesting the,? ati of the full
15 ft Utility Easement located in M & B 22 03 i the N.W.' 1/4
of section 6-29-16. The owners' property is in the County and
'is currently being developed. 'The plans show two proposed
buildings over the existing 15 ft utility Easement that'was
granted to the city of Clearwater. The city has no existing
,utilities in 'this easement. Flcirida Power,' G.T.E. and Vision
Cable pave no objections to this vacation request.
, Engineering has no objection to the vacation.
2.
~LANNING & DEVEL~~~T: rr, ~o.i'J_
REVIEWED BY t~ .t;l.Lt'f-""'Ae~ APPROVED BY: lJ~
COMMENTS:
DATE:
No objection.
.
3.
BUILDING INSPECTION:
REVIEWED AND APPROVED BY:
COMMENTS:
DATE: 7-/'L-/e{:3
No objection. '
1 of 4
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Vacation Number 93-01'
"colen"
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GAS DEPAR'1'MEt:f":J
REVIEWED' BY: ~(t/
" COMMENTS:, f
J...({), 0 tv d1.o V"'\
O.8....-,ten' APpnOVED BY: ~'1 l') '6,...t~
DATE: z./Z2./i3 '
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DIRECTOR: I I If) , 0 6, ~ c.' ) -iJJ
APPROVED BY:' /J. V -rr:, 'DATE:
U~C~
3/z/9J ,:
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PUBLI~' WORKS
REVIEWED AND
,COMMENTS:
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'ADVERTISING DATE:
PUBLIC ~EARING DATE:
0~Loi/93
AND
o 4l..nJJ.l9 3
041.lG193
COMMISSION ^CTION:----APPROVEO----CONTINUED----T^BLED----DENIED-~-~
"
ORDINANCE NO.
DATE, OF ADOPTION
, .
RECORDED IN o. R. BOOK:
PAGE:
LETTER Iro PROPERTY OWNER ADVISING COMPLETION OF VACATION
VACATION CARD FILE:
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SHEET 2 Q,F 4
REVISED, 11/90
VACPROC3.DDM,
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V A CAT ION R E 0 U EST
FI L I N G F OR M
1.
NAME: Sidney Colen & On Top of the. Wodd, m:.
. ADDRESS: 5758-54th Avenue North, Kenneth City, Ft 33709
HEREBY PETITION THE CITY COMMISSION OF THE CITY OF CLEARWATER FOR THE
VACATION OF THE FOLLOWING:
PHONE: 544-2502
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~ EASEMENT TYPE: 15' Utility , c::J RIGHT-OF",;WAY
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ALLEY OTHER:
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. .2. . LEGAL DESCRIPTIqN OF PROPERTY TO BE VACATED ,:
'SEE A1TAClIED EXHIBIT "A"
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~TREET ADDRESS OR SIMPLE .LOCATION: ,
. l'brth Side of t-bntclnir Lake Road (C.R. 584)' apprmdnntely 1000' WeB t. of Belcher. Road
centerline. .
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4. ' PROPOSED USE OF VACATED' PROPERTY: Mm 12.5
5. ZONINq ON ADJOINING PROPERTY: ~m 12.5
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ATTACHMENTS:
LAND SURVEY OF PROPERTY IS REQUIRED IF THIS VACATION INVOLVES
, EXISTING ENCROACHMENT
DRAWING SHOWING PROPOSED USE OF VACATED PROPERTY
(SURVEY, PLOT.PLAN, ETC.)
X SEE RESOLUTION 82-3 (ATTACHED)
ATTACHED LETTERS OF NO OBJECTION FROM:
X FLORIDA POWER CORPORATION
,
X GENERAL TELEPHONE COMPANY.
X VISION CABLE
OTHER
,7. SIGNATURE OF THE OWNER OF THE PROPERTY ABUTTING THAT PROPERTY PROPOSED
TO BE VACATED: (APPLICANT)
NAME
ADDRESS & ZIP CODE
DATE PROPERTY ACQUIRED
Inc. 5758-54th Ave. No.
Kenneth 'Ci FL 33709
STATE'0E~F RIDA)
COUNTY OF PIN~LLAS)
, 1 tiE I'I.J,ii:.l>'.J!I~U hi,jWJ~lr;rrr ~I..::i
ACI<NCJWLEOOF.O tiEFORF: M0W; ,
~D^Y OF~ r 'J f-IIJ . 19Ct3
BYS. / (") /"f c: L~ (r.- (. l ~ ~ WHO IS
PE.RSCWJ.LY KNGIN HE OR HAS Ie; /0'
PRODUCED F 0 l ("'. l./..,.- ;;'1 .. 1'J:f'O.:.s 7 - 0
lD""IFIeAT',," ""it.D TAKE ~~
~h 1(?L, ~ .-. -c/d6X~d
'OOI'.\rIY f'Vr-.:..IC-Sl' TEjOF rLORIO,\
, , MY Cow.tlSSION F.)(~~ES..,.:J - t.... - C; (...
C-C-/''7f414 t
day of ,~.oV)L. , 19~
'.~ () /J~I /'. /)
-__,/ J rA.>> A' fi- /" PI, d "--pat,:" rt/
, NOTARY'V LIe
;O.14R/(J,{) ~ . P:, C1 CJfJ?'JPf)
Notary's Printed ~lgnature
Subscribed and sworn to before me this~~ G,
My Commission Expires:
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SHEET 4 OF 4
,ENG. DEPT. 3/82
REVISED, 02/92
VACUQ.DOH
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RESOLUTIO" NO. 93~22
A RESOLUTION OF HIE CITY OF' CLEAR~IATERi FLORIDA,
VACATING A 1S-FOOT UTILITY EASEMENT AND AUTHORIZING TIlE;
EXECUTION OF, A 'QU !TCLAIM DEED CONVEYING TO 'JANET LAND
CORPORATION THE PARCEL OF PROPERTY ENCUMBERED BY THE
EASEMENT, lOCATED NORTH OF MONTCLAIR ROAD AND WEST OF
OELCHER ROAD, AS DESCR rBED MORE PARTICULARLY HEREIN;
PROVIDING AN EFFECTIVE DATE.
WHEREAS, it has been requested by Sidney Colen ~nd On Top of the World,
. Inc., owners of certain real property located i~ the City of Clearwater, that the'
City vacate the utility easement described herein, which easement was conveyed
to the City by Janet L~nd Corporation by deed dated Ju'ly 15" 19B3; and
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WHEREAS, the City Commission finds that said easement is not necessary for
municipal use and it is deemed to be to the best interest of the City and the
general public that the '~ame 'be vacated; now, therefore,
BE IT RESOLVED 'BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. The following:'
15-foot utility casement lying 7.5 feet either side of the following
~escribed line: ' '
"
Commence at the Northwest corner of Section 6, Township 29 ,South,
Range 16 East; tllcnce run. S 00036150" E, along the West boundary of
said Section 6, 1,016.66 feet; thence run N 89056124" E, 319.08 feet
to the POINT OF OEGINNING; thence run due Sbuth 285.99 feet to the
North right-of-way line of Montclair Road, and the POI~T OF ENDING.
,
is hereby vacated, closed and released, and the City of Clearwater. quitclaims and
releases all of its right, title and interest thereto. .
Section 2. The appropriate city officials are authorized to execute a
quitclaim deed, a copy of which is attached hereto as Exhibit A, conveying the
parcel described in Section 1 to Janet Land Corporation.
Section 3. This resol~tion shall take effect immediately upon adoption.
PASSED AND ADOPTED this
day of April, 1993.
Attest:
Cynthia E. Goudeau, City Clerk
Rita Garvey, Mayor-Commissioner
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QlJITCLAIH. DEED
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THIS QUITCLAIM DEED, made this day of April, 1993, by the CITY
OF CLEARHATER, FLORIDA, a Florida municipal corporation, hereinafter the Grantor,'
to JANET LAND CORPORATION" a Florida corporation, whose post office address is'
5758 54th Avenue North, St. Petersburg, Florida 33709, hereinafter the Grantee:
I
(Whcrevcr uscd hOI.C In thc tcrms "Grantol'" and "Grantee" 1 nelude all the part les to th Is
'1 ns trument ilnd the he Irs r lcgal rcpresnntatlvcs and_ass 19n5 of Ind Iv ldual s ~ and the successors
'and assigns of , corporations.) , .
HITNESSETH: That the Grantor, in consideration of an application to vacate
a IS-foot utility easement 'encumbering the property described herein, and having
vacated the easement upon a finding that the' easement is not necessary for
municipal use, has remised, released and quitclaimed, and by these 'presents does.
remise, release and quitc'laim to the Grantee, all the right, title,' interest,
claim and demand which the Grantor has .in and to that certain land situate in
Pinellas County, Florida, legally described as follows:
Commence at the Northwest corner 'of Sect ion 6, Township 29 South,
'Range 16 East; thence run S 00036150" E, along the Hest boundary of
said Section 5,1,016.66 feeti thence run N 89056'24" E, 319.08 feet
to the. POINT OF BEGINNING; thence run due SoDth 285.99 feet to the
Northl~ i ght-of-way 1 i ne of Nontc la i r Road, and the. POI NT OF ENDING.
TO HAVE AND TO HOLD the same, together with all and singular the'
appurtenances thereunto belonging or in anywise appertaining, and all the.estate,
right,' titla, interest and claim \'ihatsoever of the Grantor, either in law or
'equity, to the only proper use, benefit and behoof of the Grantee forever.
IN WITNESS WHEREOF, the Grantor has caused tllese presents to be executed
in its nallle, and its corporate seal to be hereunto affixed, by its proper
officers thereunto duly a~thorized, the day and year first above written.
Counters i gned: .
CITY.OF CLEARWATER, FLORIDA
Rita Garvey, Nayor-Cotlllllissioner
By:
Hi,tnesses:
Nichael J. I'Iright, CityManag~r
Attest:
Print name
Cynthia E. Goudeau, City Clerk
This instl~ument was prepared by
, N. A.' Ga 1 bra i th, Jr.
City Attorney
P. O. Oox 4748
Clearwater, F16rida'3Q518
Print name
EXHIBIT A
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STATE OF' FLORIDA )
COUNTY OF 'PINElLAS )'
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BEFORE ME personally appeared Rita Garvey, the Mayor-Comnlissioner of the.'above~
n'amed ci ty, who acknowle'dged that she ex~cuted, the forego ing in,strument. She is.
persona1'1y known to me 'and did not take an oath..,', " " ." '
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WITNESS my hand and official seal,this 'day of
,1993.
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, , pr i nt/Type Name;
Notary Public
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STATE OF FLORIDA , .~,
,COUNTY OF PINElLAS
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BEfORE'ME personally appeared Michael ,J. vlright, the City Manager of the ,above-
named city, who acknowledged that h~~xecuted the foregoing instrument. He'is
personally known to me and did not take an oath. 0
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WITNESS my hand and official se~l this
1993. '
day of
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Print/Type Name:
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Approved as to form and correctness:
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.M. A. Galbraith, Jr.
City Attorney
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.IICOLENII
VAC NO.: 93-01
SECT. : 6 -29-16
DATE:. 3/4/93'
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Agenda Item 13
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MOTION ,TO AMEND RESOLUTION 93~22
1. , I n the tit 1e, change IIJAN'ET LAND CORPORATION" to I,'ON TOP OF THE
'WORLD, INC., SUCCESSOR BY MERGER TO JANET LAND CORPORATION.II
2. In the first ~Ihereas clause, 'after liOn' Top of the World, Inc.,1t
inser;'t 'II successor by. merger to Janet Land Corporat ion. 11 . , ,
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3. In.Section 2, and'in the Quit-Claim Deed attache~ to the resol~tion
as Exhibit A, change II Janet Land Corporation II to liOn Top of ,the World, . Inc.,
'successor by merge~ to Janet Land Corporation.1I
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NOTE: Th is refl ects 'the fact that Janet land
Corporation has merged,with On Top of' the World, Inc.,
which is its successor. Making thi~ change will avoid
creating a title problem for the g~antee' corporation.
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Florida
Power
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January 18, 1993
Ms. Nancy E. Biesinger
George F. Young, Inc.
299 9th street North
st. petersburg, Florida 3J731
Re:
Vacate 15' utility Easement/On Top .of the ~orld, . Inc.'
Montclair Road, West of Belcher Road, Clearwater,
GFY Project No. 92-11-0029-00
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Dear Ms. Biesinger,
Florida Power corporation has no objection to the vacation ,of the
above referenced easement.
. ,
If I may be of further assistance, please contact me.
'. '.
Joseph G. Brown
Clearwater Engineering
~O~BYVJa;U
JAN 2 1 1993
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GEORGE F. YOI1,..''i. INC.'
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A Florida Progress Company
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GTE Telephone Operations
Soulh Area
, 1260 East Cleveland Streel'
Post alike Sox 2257
Clearwater, Florlda 3461i
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Jant.i'ar y 8, 1993
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Nancy E. Biesinger
Project Coordinator
Geor'ge ,F. Young I nc..
,299 Ninth Street North
st~ P~tersburQ' FL '33731~0683
Dear Ms. 'Biesing~r:
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Subject: 151 UTILITY EASEMENT/ON 'TOP OF THE WORlD~ iNC. MONTCLAIR ROAD, .
. WEST OF BELCHER ROAD
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GTE Telephone Operations has no objections to the propo~ed vaca~ion of
'easement. as described' in the above subject as shown on the attached'
sheets.
Thank-you for your cooperation. If you need further assista~ce, please
call Ralph Wilson, at 443-9268.
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'Very Tru ly Yours,
GTE TELEPHONE OPERATIONS
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'FO~. ~ BY If! tiJl)
JAN 1 !:i 199:1
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Tom C. 'Signor
Operations Supervisor-OSP Engi~eering
TCS:cms
'Attachment
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GEORGE F. YOUNG, INC.
,
GTE FlorIda Incorporated
GTE South Incorporated .
f\ part of GTE ,Corporation
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VI.lon Cnblo of Plnolla&. Inc.
2530 Drew Slraal
Clastwslor, FlorIda 34825
(813) 797.1010
EOlL ~.::: BY- .
JAN 0 4 '1993
GEORGE F. YOUNG, ,'NO.'
---
December 31, 1992
Nancy 'E. Blesinger
'0 299 Nineth street North
St. Petersburg, FI 33131-0683
. , '
,RE: Vacate 15' utility Easement/On Top of the World" Inc.
Moritclair Road, West of ,BelcherRd, Cleirw~ter~ Fl.
Dear Sir:
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,Please be advised that Vision Cable, Inc:
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, t:Xx Has no conflict with your proposed:
. xtz<< Vacation of Easement /Right-of-Way.
o Plat.
o Construction.
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o Maintains facilities within the'area of the proposed'
vacation of Easernent/Right-of-Way. One of the fol-
lowing co~ditions must be met prior to the release
of a uno conflict" letter:
A. The Owner/Developer must reimburse Vision'
Cable for all costs incurred by relocation
of our facilities. -. '
B. A utility easement must be platted to en-
cOll'pass e>:i::t:.ng racili ties.
Thank you for your time and consideration. If'you ha~e any'
questions, please contact me at 797-1818,
sincerely',
~ -01. ~
DeniseM. vita
North County Field Enginaer
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WUEREAS, it has been requested by the Public Works Director of the City of
Clearwater, owner of certain real property located in the City of Clearwater,'
that the City vacate the rights-of-way and drainage and util ity easements
described herein; and .
, WIlEREAS, the City Commission finds that said rights-of-way and easements
are not necessary for municipal use and it is deemed to be to the best interest
of the City,and the general public that the same be vac~tedi now, therefore,
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ORDIUANCE NO. 5348-93
AN anD I NANCE OF TIlE CITY OF CLEARWATER, FLOR IDA,
VACATI NG VARIOUS R IGIITS-OF -WAY AND DRAINAGE AND UTILITY
, EASEMENTS LYING WlTlIIN AN AREA BOUNDED ON TUE NORTH BY
CLEVELAND STREET, ON TIlE EAST BY MISSOURI AVENUE, ON TilE
WEST BY MADISON AVENUE, AND ON TIlE SOUTB BY A LINE 150
FEET NORTlI, OF AND PARALLEL TO GOULD STREET, AS MORE
PARTICULARLY DESCRIBED HEREIN; PROVIDING AN EFFECTIVE
DATE.
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA:
Secti on 1. The ri ghts-of-way and dra i nage and uti 1 ity easements described
in Exhibit. A attached hereto are hereby vacated, closed and released. ~nd the
City 9f Clearwater quitslaims and releases all of its rjght, title and interest
thereto.
Section 2. The City Clerk shall' record this ordinance in the public
records of Pinellas County, Florida, following adoption~
Section 3., This ordinance shall take effect immediately upon adoption.
PASSED ON FmST READING April 1, 1993
PASSED ON SECOND AND FINAL
READING AND ADOPTED
Rita Garvey
Mayor-Commissioner
Approved ~s to form and
and correctness:
, Attest:
~
~l. ^. Ga lOra ith I
City Attorney
Cynthia E. Goudeau
City Clerk
(Ado p-\-<.d
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EXHIBIT "A"
CITY HALL ANNEX VACATIONS
EAST END PROJECT
1) ALEXANDER AVENUE (FORI1ERLY ALEXANDER STREET) BETWEEN THE CURRENT
SOUTH RIGHT-OF-WAY LINE OF CLEVELAND STREET AND THE SOUTH RIGHT-OF-
WAY LINE OF AN. UNNAMED STREE'l'. (~ORMERLY SHOWN AS PIERCE STREET),
AND THAT PORTION OF SAID UNNAMED STREET (PIEHCE STREET) LYING EAST
OF THE EAS'f RIGHT-OP-\'lAY LINE OF MADISON AVENUE (FORMERLY JONES
STREET) AND THE EAST RIGHT-OF-WAY LINE OF SAID ALEXANDER AVENUE
(ALEXANDER STREET) ALL BEING IN CLEARWATER HEIGHTS SUBDIVISION AS
RECORDED IN PLA'r BOOK 4, PAGE 99 OF THE PUBLIC RECORDS OF'
HILLS BOROUGH COUNTY, FLORIDA OF WHICH PINELLAS WAS ONCE A PART.
AND
2) THE UNNAMED 25 FOOT NORTH - SOUTH s'rREET, BOUNDED BY LOTS 1
THROUGH 6 OF JANIE DANIELS SUBDIVISION, AS RECORDED IN PLAT BOOK 5,
PAGE 23, OF THE PUBLIC RECORDS OF PINELLAS COUNT~, FLORIDA, AND THE
UNNAMED 15 FOOT STREET LYING sou'rn OF LOTS 9, 10,.12, 14, 1.6, 18
AND 20 OF SAID SUBDIVISION.
AND
3) THE UNNAMED 15 FOOT STREET LYING IN THE NORTH 15 FEET OF LOT 4,
IIREVISED MAP OF R. II., PADGE'l"r I S SUBDIVISIONS, OF THE SE 1/4 OF THE
NW 1/4 OF SEC. 15, T. 29S, OF R. 15E. IN HILLSBOROUGH COUNTY,
FLORIDA", AS RECORDED IN PLAT BOOK 5, PAGE 23 OF THE PUBLIC RECORDS
OF HILLSBOROUGH COuwry, FLORIDA OF WHICH PINELLAS WAS ONCE A PART,
LESS RIGHT-OF-WAY PREVIOUSLY DEDICATED FOR MISSOURI AVENUE.
AND
4) THE UNNAMED 20 Foo'r S'l'REE'l' r.YING IN THE SOUTH 20 FEET OF THE
EAST 1/2 OF Lo'r 1, "REVISED MAP OF R. ll. PADGETT',S SUBDIVISIONS, OF
TilE SE 1/4 OF 'rUE N\'l 1/4 OF SEC. 15, T.' 295, OF R. 15E. IN
HILLSBOROUGH COUN'l'Y, FLOlnDA", AS RECORDED IN PLAT BOOK 5, PAGE 23
OF THE PUBLIC RECORDS OF IIILLSBOROUGH COUNTY, FLORIDA OF WHICH
PINELLAS WAS ONCE A PART t LESS lUCHT-OF-HAY PREVIOUSLY DEDICATED
FOR MISSOURI AVENUE.
AND
5) THE 20 FOOT lUGJI'r-OF-\1AY AND UTILITY EASEMENT LYING IN THE NORTH
20 FEET OF 'rilE sou'rll 40 FEE'!' OF TIlE EAST 1/2 OF LOT 1, "REVISED MAP
OF R. II. PADGE'!''l" S SUBDIVISIONS, OF THE SE 1/4 OF THE NW 1/4 OF
SEC. 15, '1'. 295, OF R. 15E. IN HILLSBOR'OUGU COUNTY, FLORIDAII,AS
RECORDED IN PLA'l' BOOK 5, PAGE' 23 OF' THE PUBLIC RECORDS OF
HILLSBOROUGII COUN'l'Y, FLOIUDA OF \-lIJICH PINELLAS WAS ONCE A PART,'
LESS RIGIlT-Ol;'-\VAY PHEVIOUSLY DEDICATED FOR MISSOURI AVENUE.
AND
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6) THE', 20 FOOT' UNDERGROUND UTILITY EASEMENT LYING IN THE NORTH 20
FEET OF THE SOUIJ.'H, 60 'FEE'r OF THE EAS'll 1/2 OF LOT 1, "REVISED MAP OF
. R. H ~ ',PADGETT I S SUBDIVISIONS, OF THE SE' 1/4 OF THE NW 1/.4 OF SEC.
'15, :T. .29S, OF R. 15E. IN HILL5BOROUGH COUNTY, FLORIDA", AS
RECORDED IN PLAT BOOK. 5, PAGE 23 OF THE PUBLIC RECORDS OF
HILL5BOROUGH, COUNTY, FLORIDA' OF WHICH 'PINELLA5 WAS ONCE A PART,
LESS RIGHT-OF-WAYPREVrOUSLY DEDICATED FOR MISSOURI AVENUE~
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AND
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7) THE 30 FOOT DRAINAGE AND UTILITY' EASEMENT LYING IN THE VACATED
RIGHT-OF-WAY OF PIERCE S'TREET (FORMERLY AN UNNAMED 30 FOOT STREET).,
LYING NORTH OF LOTS' 7, 11, 13, '15, 17", 19" AND 21, OF JANIE DANIELS,
. SUBDIVISION, AS RECORDED IN PLAT BOOK 5, PAGE,23, OF.THE PUBLIC
RECORDS OF PINELLAS CpUNTY, FLORIDA.
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02/02/93
Clastcntl.d"'lJ
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ORDINANCE NO. 5349-93
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
AMENDING THE FUTURE LAND USE PLAN ELEMENT OF THE
COMPREHENSIVE PLAN OF THE CITY, TO CHANGE THE LAND USE
DESIGNATION FOR CERTAIN REAL PROPERTY LOCATED' ON THE
SOUTH SIDE OF COUNTY ROAD 193, SOUTH OF SUNSET POINT
ROAD AND WEST OF LANDMARK DRIVE, WHOSE POST OFFICE
ADDRESS IS 2965 COUNTY ROAD 193, FROM LOW DENS!TY
RESIDENTIAL TO PUBLIC/SEMI-PUBLICi PROVIDING AN
EFFECTIVE DATE.
IS
WHEREAS, the amendment to the future land use plan element of the
,comprehensive plan of the City as set forth in this ordinance is'found to be
reasonable, proper and appropriate, and in compliance with Florida lawr now,
therefore,
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. The future land use plan element of the Comprehensive Plan of
the City of Clearwater is amended by changing the land use category for the
hereinafter described property as follows:
Land Use CateQory-
From: Low Density Residential
To: Public/Semi-Public
Section 2. The City Commission does hereby certify that this,ordinance is
consistent with the City's Comprehensive Plan.
Property
See Exhibit A attached hereto.
(LUP 93-01)
Section 3. This ordinance shall take effect immediately upon adoption,
,subject to the approval of the land use designation by the Pinellas County Board
of County Commissioners. The Director of Planning and Development is authorized
to transmit to the Pinillris County Planning Council an application to amend the
Countywide Plan in order to achieve consistency with the Future Land Use Plan
Element of th~ City's Comprehensive Plan as amended by this ordinance.
PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING AND ADOPTED
March 18, 1993
R ita Garvey
Mayor-Commissioner
Approved as to form and correctness:
Attest:
Cynthia E. Goudeau
City Cl erk
Cl.Lp+e-d
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The West 1/2 of the Southeast 1/4 of the Northeast 1/4 of the Southeast 1/4 of
Section 5, Township 29 South, Range 16 East, Pine11as County, Florida, less and
except the North 30.00 feet thereof and being more particularly described as
follows: .
Commence at the Northwest corner of the Southeast 1/4 of the Northeast 1/4 of the
Southeast 1/4 of Section 5, Township 29 South, Range 16 East, Pinellas County,
Florida; thence S 0001911011 W, along the West line of the Southeast 1/4 of the
Northeast 1/4 of the Southeast 1/4 of said Section 5 (being the basis of bearings
for this description), for 30.00 feet to the POINT OF BEGINNING; thence 5
8904013211 E, along a line being 30.00 feet South of and parallel to the North
1 ine of the Southeast 1/4 ,of the Northeast 1/4 of the Southeast 1/4 of said
Section 5, same also being the South line of that certain property deeded as
right-of-way and recorded in Official Records Book 3640, Page 871, of the public
'records of Pinellas County, Florida, for 335.10 feetj thence S 0001910411 W, along
the East line of the West 1/2 of the Southeast 1/4 of the Northeast 1/4 of the
Southeast 1/4 of said Section 5, for 637.54 feet; thence N 89039'3011 W, along the
South line of the Northeast 1/4 of the Southeast 1/4 of said Section 5, same also
being the North,line of that property shown on the plat of Sallis Lake Park Third
Addition, as recorded in Plat Book 71, Page 21, of the public records of Pinellas
County, Florida, for 335.12 feet; thence N 00019110" E, along the West line of
the Southeast 1/4 of the Northeast 1/4 of the Southeast 1/4 of said Section 5,
for 637.44 feet to the POINT OF BEGINNING.
AND
The Southeast 1/4 of the Southeast 1/4 of the Northeast- 1/4 of the Southeast 1/4
,of Section 5, Township 29 South, Range 16 East, Pine11as County, Florida, as
described in Official Records Book 5757, Page 851, of the public records of
Pinellas County, Florida, and being more particularly described as follows:
Begin at the Southeast corner of the Southeast, 1/4 of the Northeast 1/4 of the
Southeast 1/4 of Section 5, Township 29 South, Range 16 East, Pinellas County,
Florida; thence N 8903913011 W, along the South line of the Northeast 1/4 of the
Southeast.1/4 of said Section 5 (being the basis of bearings for this
description), same also being the North line of the plat of Sa11's Lake Park
Third Addition, as recorded in Plat Book 71, Page 21, of the public records of
pinellas County, Florida, for 335.12 feet; thence N 00019'04" E, along the West
1 ine of the, Southeast 1/4 of the Southeast 1/4 of the Northeast 1/4 of the
Southeast 1/4 of said Section 5, same also being the East line of that certain
property described in Official Records Book 3352, Page 579; of the public records
of Pine11as County, Florida, for 333.77 feet; thence S 89040'01" E, along the
North line of the Southeast 1/4 of the Southeast 1/4 of the Northeast 1/4 of the
Southeast'I/4 of said Section 5, same also being the South line of that certain
property described in Official Records Book 5757, Page 846, of the public records
of Pine11as County, Florida, for 335.11 ,feet; thence S 00018158" W, along the
East line of the Southeast 1/4 of said Section 5, same also being the West line
of the plat of Forest Wood Estates, as recorded in Plat Book 69, Page 17, of the
public records of Pinellas County, Florida, for 333.82 feet to the POINT OF
BEGINNING.
EXIIIBI'll 1\
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WOODS 1870 ~ 4-3
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18-40
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PROPOSED LAND.USE PLAN AMENDMENT and REZONING
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'{'AND.USE PLAN
ZONING
PROPERTY DESCRIPTION
TY\ ~ ~I S l..{ I loG iCt 41 I 08
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..~~'PLANN I NG'.e n d':.z.O N IN G BOAR 0
~,SECTION oS' TOWNSHIP '2,q S
'. Sino I_ Flmlly ." " v = V AC A ~T
CITY COMMISSION
RAHGE
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ATLAS PAGE
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ORDINANCE NO. 5350-93
AN ORDINANCE OF TilE CITY OF CLEAR\~ATER, FLORIDA,
AMENDING TilE ZONING ATLAS OF TilE CITY BY REZONING
CERTAIN PROPERTY LOCATED ON THE SOUTH SIDE OF COUNTY
ROAD 193, SOUTIl OF SUNSET POINT ROAD AND WEST OF
LANDMARK DRIVE, WHOSE POST OFFICE ADDRESS IS 2965 COUNTY
ROAD 193, AS DESCRIBED MORE PARTICULARLY HEREIN, FROM
SINGLE FAMILY RESIDENTIAL "SIX" DISTRICT (R5-6) TO
PUBLIC/SEMI-PUBLIC; PROVIDING AN EFFECTIVE DATE.
WHEREAS, the amendment to the zoning atlas ~f the City as set forth in thi~
ordinance is found to be reasonable, proper 'and appropriate, and ih compliance
with Florida law; now, therefore,
,
.';'
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BE IT ORDAINED BY TilE CITY.. CO~1MISSroN OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. The following described property in Clearwater, Florida, is
hereby rezoned, and the zoning atlas of the City is ame~ded as follows:
..
"
Property
ZoninQ District
From: Single Family Residential RS-6
To: Public/Semi-Public (P/SP)
Section 2. The tity Commission does hereby certify that this ordinance is
consistent with the City's Comprehensive Plan.
See Exhibit A attached hereto.
(Z 93-01)
Section 3. The Planning and Development Director is directed to revise the
zoning atlas of the City in accordance with the foregoing amendment.
Settion 4. This ordinance'shall take effect immediately upon adoption,
subject to the approval of the land use category set forth in Ordinance No. 5349-
93 by the Pinellas County Board of County Commissioner.
PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING AND ADOPTED
March 18, 1993
Approved as to form and correctness:
R ita Garvey.
Mayor-Commissioner,
Attest:
,;'~
Cynthia E. Goudeau
City Clerk
a-do r-kd
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The Hest 1/2 of the Southeast 1/~ uf the Northeast 1/4 of the Southeast 1/4 of
Section 5, Township 29 SOllth, Hanga 16 East, P,inellas County, Florida, less and
except the North 30.00 feet thereof <<Jld being more particularly described as
follows: '
Commence at Lhe Northwest corner of Lhe Southeast 1/4 of the Northeast' 1/4 of the
Southeast 1/4 of Section 51 Township 29 South, Range 16 East, Pinellas County,
Florida; thence S 00019'1011 H, along the Hest line of the Southeast 1/4 of the
Northeast 1/4 of the Southeast 1/4 of said Section 5 (being the basis of be~rings
for th i s descr ip t ion), for 30.00 feet to the POINT OF BEGINNING; thence S
8904013211 E, along a linc.beill!J 30.00 feet South o'f and parallel to the North
line of the Southeast llLl of the NorLheast 1/4 of the Southeast 1/4 of said
Section 5, sallie also being the South line of that certain property deeded as
right-oF-way ilnd recorded in Offic'ial Hecords Book 3640, Page a71, of the public
records of Pinellas COl/nty, f10rid,l, for 335.10 feet; thence 5 00019'0411 H, along
the East 'line of thc ~lest 1/2 of Lhe Southeast 1/,\ of the Northeast 1/4 of the
Southeast I/Ll of said Section 5, For 637.51\ fect; thence N 8903913011 H, along the
South line of ,the Northeast 1/4 of the Southeast 1/4 of said Section 5,. same also
being ,the North 1 ille of that property shown on the plat of Sall's Lake Park Third
Addition, as recorded in Plat nook 71, Page 21, of the public records of Pinellas
County, Florida, for 335.12 fect; thence N 0001911011 E, along the Hest,line of
the Southeast 1/'1 of the Northeast 1/4 of the Southeast 1/4 of said Section 51
for 637.'1'1 feet to the POINT OF nEGINNING.
AND
The Southeusl L/I\ of theSouthcilst 1/'1 of the Northeast 1/4 of the Southeast 1/11
of Section 5, Township 29 SOlllh, Hilnge 16 East, Pinellas County, Florida, as
described in Official Hecords Book 5757, Page B5l, of the public records of
Pinellas COLIIltYI Florida, amI being 1I10re par'ticu1al'ly describe~ asfollows:
OC!Jill ill. the Southcilst canw!' of l.he SOllLhcilsl 1/'1 of the Northeast 1/4 of the
Southeast 1/11 oP Soction !i, 'lowlIsliip 2~J Suuth, /lange 16 East, Pinellas County,
Florida; t.IwlIce N H!JuJ9130" 1'1, i1101l~J t.lle SouLh line of the Northeast 1/4 of the
Southei\st 1/'1 of si\id SecLion ~) (being the basis of bearings for this
descl'iption), Silll1e also being tho Norlh line of the plat of Sallis Lake Park
Third Addition, as rocorded ill PIal nook 71, Page 21, of the public records of
Pinellas County, Flol'idal for 33!i.1? fect; lhence N 0001910411 Ef along the Hest
\ilW of the Sn\lllleilsl. 1/11 of I.he Southeast 1/11 of the Northeast 1/4 of the
SOlll,heils.t 1/1) ()'p ~ilid Sectioll 5, S,UlIl! il150 heing the East line of that certain
property lIesel'ihed ill orfic ia I l~eCIH'ds Book 3352, Page 5791 of the publ ic records
of I'inellils r:ollnl.YI FI(widd, 1"01' 333.77 feet; thence S B9040'0111 E, along the
Harth line ur llle Southails!. 1/1l of t.he Southeast 1/11 of the Northeast 1/'1 of the
So \I L he as l 1 / " n I" ~ ili d See l. i 0 II !i I S illlllJ (\ Iso II e i n!J the Sou t h 1; n e 0 f t II aLe e r t a i n
property dcscl' illl~d ill Ofl" ic iid n(~col"ds Book 5757, Page ail61 of the publ ic records
ofPincllas County, Florid.l, flw 335.11 fccL~ thence S 00018'5B" H, along the
East 1 ine of LIte SOUUlcilSI. 1/'1 of said SecLion !.i, same also being the Hest line
or tile pl(ll. 01" ron~$l. l'lood rsL(\l.I~S, liS rccul'lkd in Plat Book 69, Page 17, of the
publ ic l'oCOl'lls or PiIlCllil~; COUlIl.y, Flor'lth), for 333.82 feet to the POItIT OF
BEGINNING.
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PROPOSED LAND USE PLAN AMENDMENT and REZONING
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PROPERTY OESCRIPTIOH
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CITY COMMISSIOH
l~'. SECTION 05""'
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ORDINANCE NO.' 5353-93
AN' ORDINANCE OF TIlE CITY OF CLEARHATER, FLORIDA.
RELATING' TO SPECIAL EVENTS PERMITS; AMENDING SECTION
22.82, CODE OF ORD,I NANCES t TO PROVIDE TIIAT A PERMIT
AP PLICA TI ON MAY BE' F I LED T\~EL VE MONTIIS , RATHER THAN 90
DAYS, BEFORE TilE SPECIAL EVENT DATE; PROVIDING, AN
EFFECTIVE DATE. '
BE IT ORDAINED BY TilE CITY COMfYlISSION OF THE CITY OF
CLEARHATEH, FLORIDA: '
Section 1. Section 22.82, Code of Ordinances. is, amended to read;
Sec. 22.82. Application.
(1) A perso~ seeking issuance of a special/event ~ermit shall file an
appl ication with the city management on forms provided, by ti:~ city.
(2) An application' for a special event permit shall be filed ,with the
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city manager not less than 15 days and not more than 12 months .go days before the,
. proposed specia 1 event date 6A-Wh4GH-14-i-s-pF6pa-sed to conduct the--s-pcci;l 1 evcnt.'
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Section 2. This ordinance,shall take effect immediately upon adoption. 1"
PASSEO ON FIRST READING April 1, ,1993
PASSED ON SECOND AND FINAL READING
AND.ADOPTED
Rita Garvey
f'1ayor-Commi S5 i ooer
Attest:
Cynth i a E. Goudeau
City Clerk
,APP'fovecl as to rOfl1l alld COfrec:l.rH!SS:
~tU a/J.d~'-:-t~ ' '
M. A. Ga~ .,------
Ci ty Attorney.
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ORDINANCE NO. 5354-93
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
RELATING TO THE LAND DEVELOP~lENT CODE: AMENDING SECTIONS
36.114, 36.118, 36.121, AND 36.125, CODE OF ORDINANCES,
RELATING TO DEVELOPMENT AGREEMENTS: EXTENDING THE
MAXIMUM DURATION' OF DEVELOPMENT AGREEMENTS FROM FIVE
YEARS TO TEN YEARS: REQUIRING THAT COPIES OF DEVELOPMENT
AGREEMENTS BE FILED WITH THE STATE LAND PLANNING AGENCY:
PROVIDING FOR WRITTEN REPORTS FOLLOWING PERIODIC REVIEW
OF DEVELOPMENT AGREEMENTS; PROVIDING AN EFFECTIVE DATE.
WHEREAS, it is the desire of the City Commission to amend Article V ~f
Chapter 36, Code of Ordinance, to reflect certain amendments to Florida law as
set forth herein: now, therefore,
. .: ~ ..
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA: .
Section 1. Sections 36.114, 36.118, 36.121, 'and 36.125,' Code of
Ordinances, are amended to read:
Sec. 36.114. Development Proposal.
Upon a d~termination by the city commission that it desires to proceed with
further negotiations relative to a development agreement, the property owner
shall promptly submit a development proposal for the subject property to 'include
the following information:. '
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'(3) The desired duration of the development agreement, not to exceed five
years:
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Sec. 36.118. Minimum terms and conditions.
Any development agreement approved under the provisions of this article
shall contain not less than the following:
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(2) The duration of the development agreement. The duration shall
initially not exceed 1Q ~~e-years and may be extended for one additional term
not to exceed three years by mutua 1 consent of the city commission and the
developer,' subj~ct to the same public hearing process necessary for the i~itial
approval of the development agreement. '
*
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Sec. 36.121. Recording. Not later than 14 days after the execution of a
development agreement, the city shall record the agreement in the public records
of the county, and a copy of the recorded development agreement sh~ 11 be
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submitted to the state land olannina aaency state dcpartmeRt of community affairs '
within ,14 days after the agreement is recorded. A development aareement shall'
not be effective until it is properly recorded and until 30 days after havinq
been received by the state land plannina aaency.
Sec. 36.125. periodic review of property.
,(1) The city manager shall review all properties within the city subject
to development agreements at least once every 12 months to determine if there has
been demonstrated good faith compliance with the terms ,of the development
agreement. The city manager shall report his findings to the city commission.
For years 6 throuQh 10 of a development aareement. the review shall be
incorporated into a written report which shall be submitted to the parties to the
aareement and the state land plann;na aaency.
(~) A development agreement may be revoked or modified by the City
commisslon upon 30 days' notice to the property owner, as shown on the records
of the property appraiser for the county, if the city commission finds, on'the
basis of suhstantlal competent evidence, that there has been a.failure to comply
" with the terms of. the development agreement. Such termination or amendment shall
be accomplished only after a public hearing, and notice for the adoption of a
development agreement.
Section 2. This ordinance shall take effect immediately upon adoption~
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PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING AND ADOPTED
March 18, 1993
Attest:
Rita Garvey
Mayor-Commissioner
Approved as to form and correctness:
Cynthia E. Goudeau
City Clerk
J/J
M. A. Ga ralt,
City Attorney
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MOTION TO AMEND ORDINANCE 5354-93
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Title Amendment: strike the .title and substitute the following:
.:. .
AN ORDINANCE OF. THE' CITY OF CLEARWATER, FLORIDA,
, RELATING' TO THE LAND DEVELOPMENT CODE j AMENDING SECTION'
'36.121, CODE OF ORDINANCES. TO REQUIRE' THAT COPIES .OF.
DEVELOPMENT AGREEMENTS BE FILED WITH THE STATE LAND
PLANNING AGENCY j PROVIDING AN EFFECTIVE DATE. .,
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Strike the "whereas" clause:
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Strike the introductory sentence of'Sectio~.1, an~ substitute the'following:
Section '36.121, Cod~ of Ordinances. is amended to ,read:
In. Section 1, strike all amendments to Sections 36.114~ 36.118,and
36.125, Code of Ordinai1ces~ [Leave the 'amendllient to Section 36.121 as
proposed.]
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M. A.' Ga 1 bra ith, Jr.
City Attorney
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ORDINANCE NO. 5355-93
AN ORDINANCE PROVIDING FOR THE REFUNDING OF
THE OUTSTANDING WATER AND SEWER REVENUE BONDS,
SERIES 1988A, AND THE OUTSTANDING WATER AND
SEWER REVENUE BONDS~ SERIES 1988B, OF THE CITY
OF CLEARWATER, FLORIDA; PROVIDING FOR THE
ISSUANCE OF NOT EXCEEDING $57,000,000 WATER
AND SEWER REFUNDING REVENUE BONDS, SERIES
1993, OF THE, CITY TO BE APPLIED TO PAY THE
PRINCIPAL, REDEMPTION PREMIUM AND INTEREST IN
RESPECT TO SAID OUTSTANDING OBLIGATIONS;
PROVIDING FOR THE PAYMENT OF THE REFUNDING
BONDS FROM THE NET REVENUES OF THE CITY I S
WATER AND SEWER SYSTEM AND CERTAIN OTHER
MONEYS PLEDGED THEREFOR; PROVIDING FOR THE
RIGHTS OF THE HOLDERS OF SUCH BONDS; MAKING
CERTAIN OTHER COVENANTS AND AGREEMENTS IN
CONNECTION THEREWITH; PROVIDING CERTAIN OTHER
MATTERS IN CONNECTION THEREWITH; AND PROVIDING
AN EFFECTIVE DATE.
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA:
section 1. AUTHORITY FOR THIS ORDINANCE. This Ordinance is
enacted pursuant to Chapter 166, Part II, Florida Statutes, and
other applicable provisions of law and pursuant to section 16R of
Ordinance No. 3674-84, as amended and supplemented (the "Original
ordinance") and is supplemental to the Original Ordinance.
section 2. DEFINITIONS. The following terms shall have the
following meanings herein, unless the text otherwise expressly
requires. Words importing singular number shall include the plural
'number in 'each case and vice versa, and words importing persons
shall include firms and corporations.
"Accreted Valuell shall mean, as of any date of computation
with respect to any Capital Appreciation Bond, an amount equal to
the principal amount of such Capital Appreciation Bond (the princi-
pal amount at its initial Offering) plus the interest accrued on
such Capital Appreciation Bond from the date of delivery to the
original puichasers thereof to the Interest Payment Date next pre-
ceding the date of computation or the date of computation if an
Interest Payment Date, such interest to accrue at a rate not
exceeding the legal rate, compounded semi-annually, plus, with
respect. to matters related to the payment' upon redemption or
acceleration of the Capital Appreciation Bonds, if such date of
computation shall not be'an Interest Payment Date, a portion of the
difference between the Accreted Value as of the immediately pre-
ceding Interest Payment Date and the Accreted Value as of the imme-
~iately suc~eeding Interest Payment Date, calculated based on the
C\dcp-!-ed
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assumption that Accreted Value accrues during any semi-annual
period in equal daily amounts on the basis of a 360 day year.
"Act" shall mean Chapter 166, Part II, Florida statutes, and
other' applicable provisions of law.
"Additional Bonds" shall mean Bonds issued on a parity with
the Parity Bonds and the 1993 Bonds under section 16R hereof and
Section 16R of the Original Ordinance.
"Amortization Installments" with respect to any Term Bonds of
a series, shall mean an amount or ,amounts so designated which is or
are established for the Term Bonds of such series, provided that
(i) each such installment, shall be deemed to be due on such
interest or principal maturity date of each applicable year as is
fixed by resolution of the Issuer and shall be a multiple of $5,000
principal amount (or $5,000 Maturity Amount, in the case of Capital
Appreciation Term Bonds), and (ii) the aggregate of such install-
ments for such series shall equal the aggregate principal amount
(or Maturity Amount, in the case of Capital Appreciation Term
Bonds) of Term Bonds of such series authenticated and delivered on
original issuance.
"Authorized Investmentsll shall mean any of the following if
and to the extent the same are at the time legal for investment of
municipal funds: (a) direct obligations of or obligations, the
principal of and interest on which are unconditionally guaranteed
by the United States of America; (b) bonds, debentures, notes or
other evidence of indebtedness payable in cash issued by any of the
following agencies whose obligations represent full' faith and
credit of the united states of America: the Export-Import Bank of
the United states, the Federal Financing Banks, Farmers Home
Administration, Maritime Administration, Public Housing Authority
and the Government National Mortgage Association; (c) certificates
of deposit properly secured at all times, by collateral security
described in (a) and (b) above. Such agreements are only accept-
able with commercial banks, savings and loan associations, and
mutual savings banks; (d) the following investments fully insured
by the Federal Deposit Insurance Corporation or the Federal Savings
and Loan Insurance Corporation: (1) certificates of deposit, (2)
savings accounts, (3) deposit accounts, or (4) depository receipts
of a bank, savings and loan associations, and mutual savings banks.
"Bondholder" shall mean a registered owner of a Bond as shown
on the registration books of the Registrar.
"Bond Service Requirement" for any Fiscal Year, as applied to
the Bonds of any series, shall mean the sum of:
(1) the amount required to pay the interest becoming due
on the Bonds of such series during the Fiscal Year, except to
the extent that such interest shall have been provided by
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payments into the Sinking Fund out of bond proceeds for a
specific period of time or by payments of investment income
into the Sinking Fund from the'Bond' Service Account or any
subaccounts therein.
(2) the amount required to pay the principal of Serial
Bonds of such series maturing in such Fiscal Year.
(3) the Amortization Installments for the maturities of
Term Bonds of such series for such Fiscal Year.
(4) in the event the Issuer has purchased or entered into
an agreement to purchase Federal Securities or Authorized
Investments from moneys in the Bond Service Account, then the
income received or to be received on such Federal Securities
or Authorized Investments from the date of acquisition thereof
to the date of maturity thereof, unless otherwise designated
for other purposes, shall be taken into consideration in cal-
culating the payments which will be required to be made into
tlie Sinking Fund and the Bond service Account therein. When-
ever such income is applied in calculating a Bond service
Requirement for any purpose, such income' shall also be
excluded in the computation of Gross Revenues for such
purpose.
"Bonds" shall mean the parity Bonds, the Water and Sewer
Refunding Revenue Bonds, Series 1993, herein authorized to be
issued, and any Additional Bonds hereafter issued under the terms,
conditions, and limitations contained herein. "1993 Bonds" shall
mean the Water and Sewer Refunding Revenue Bonds, Series 1993,
herein authorized.
"capital Appreciation Bonds" shall mean Bonds the interest on
which is payable only at maturity or redemption, as determined by
subsequent resolution.
"capital Appreciation Term Bonds" shall mean Capital Appre-
ciation Bonds of a series all of which shall be stated to mature on
one date, which shall be subject to retirement by operation of the
Bond Amortization Account, and the interest on which is payable
only at maturity ,or redemption.
lIconsulting Engineers" shall'mean such qualified and recog-
nized consulting engineers, having a favorable repute for skill and
experience in the construction and 'operation of such facilities as,
the System, at the time retained by the Issuer to perform the acts
and carry out the duties as' herein provided for Consulting
Engineers.
"cost of Operation and'Maintenance" of the system shall mean
the current expenses, paid or accrued, of operation, maintenance
and repair of the System as calculated in accordance with sound
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accounting practice, but shall not include any reserves for
renewals and replacements, 'for extraordinary repairs or any allow-
ance for depreciation.
UCounty" shall mean Pinellas County, Florida, a political sub-
division of the state.
"Escrow Deposit Agreement" means that certain Escrow Deposit
Agreement to be entered into by and between the Issuer and a bank
or trust company to be selected and named by the Issuer prior to
the delivery of the 1993 Bonds, in substantially the form attached
hereto as Exhibit A. '
"Federal'Securities" shall mean only direct obligations of, or
obligations fully guaranteed as to principal and interest by, the
united states of America.
"Fiscal Year" shall mean the period commencing on october 1 of
each year and ending on the succeeding September 30, or such other
period as is at the time prescribed by law.
"Gross Revenues" shall mean all income or earnings, including
any income from the investment of funds as herein provided, derived
by the Issuer from the operation of the System.
"Increased Capacity Requirementsll means any increased demand
upon or usage of the capital facilities of the system resulting
from additional connections thereto, or from substantial changes to
or in the use of properties connected thereto.
"Issuer" shall mean the city of Clearwater,' Florida.
"Maturity Amount" means the amount payable upon the stated
maturity of a Capital Appreciation Bond equal to the principal
amount thereof plus all accrued interest thereon from the date of
issue to the date of maturity.
"Maximum Bond Service Requirement" shall mean, as of any par-
ticular date of calculation, the greatest amount of aggregate Bond
Service Requirements for the then current or any future Fiscal
Year.
"Net Revenues" of the System shall mean the Gross Revenues
after deduction of the Cost of operation and Maintenance.
"original Ordinance" shall mean Ordinance No. 3674-84, as
amended and supplemented, of the Issuer" authorizing the Parity
Bonds and the Refunded Bonds.
"Parity Bonds" shall mean, after the refunding of the Refunded
Bonds, the Issuer I s outstanding Water and Sewer Revenue Bonds,
Series'1984, and Water and Sewer Revenue Bonds, Series 1988.
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,"Payment Date" shall mean, with respect to payment to the
Bondholders of principal or interest on the Bonds, or with respect
to the mandatory amortization of Term Bonds, the date upon which
payment of such principal, interest or Amortization Installment is
required to be made to the Paying Agent.
"Pledged Revenues" shall mean the Net Revenues.
"Put Bonds" shall mean the Term Bonds so designated by resolu-
tion or ordinance of the Issuer at or prior to the time the Bonds',
of any series are sold.
"Refunded Bon.dsu shall mean the Issuer's outstanding Water and
Sewer Revenue Bonds, series 1988A, and the Water and Sewer Revenue
Bonds, Series 1988B.
"Registrar" shall mean the paying agent for the Bonds, as Bond
Registrar, or such other person, firm or corporation as may there-
after be from time to time designated by the Issuer as the
Registrar for the Bonds.
"Serial Bonds" shall mean any Bonds for the payment of the
principal of which, at the maturity thereof, no Amortization
Installments are required to be made prior to the twelve-month
period immediately preceding the stated date of maturity of such
Serial Bonds.
"System" shall mean the complete combined and consolidated
water system and sanitary sewer system of the Issuer now owned by
the Issuer, or hereafter constructed or acquired by the Issuer,
together with all lands or interests therein, including plants,
buildings, machinery, franchises, pipes, mains, fixtures, equipment
and all property, real or personal, tangible or intangible, now or
hereafter owned or used in connection therewith, and including any
undivided or partial ownership interests therein.
"Term Bonds" shall mean the Bonds of a series all of which
shall be stated to mature on one date and which shall be subject to
retirement by operation of the Bond Amortization Account.
section 3. FINDINGS.
and declared that:
It is hereby ascertained, determined
, A. The Issuer now owns, operates and maintains the System and
is empowered to maintain, operate, improve and extend such system
and regulate and fix reasonable rates and charges for the services
furnished thereby.
B. The Issuer derives Gross Revenues from rates, fees and
charges made and collected for the services and facilities of the
System supplying water and sanitary sewerage services and the Gross
Revenues are not pledged or encumbered in any manner, except for
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payment of the Refunded Bonds, which pledge and lien will be
defeased pursuant to the refunding program herein authorized, and
except for payment of the parity Bonds.
c. The Issuer deems it necessary and in its best interest to
provide for the refunding of all the outstanding Refunded Bonds.
The refunding program herein described will benefit the Issuer Py
reducing the debt service to be paid from the Net Revenues of the
System.' '
D. The' cost of such refunding shall be paid from the proceeds
derived from the sale of the 1993 Bonds, and, if necessary, with
certain other funds available to the Issuer. An amount sufficient
to effect the refunding will be deposited in an irrevocable'escrow
,account established for the holders of the Refunded Bonds, and
invested in Federal Securities. The principal amounts of and
interest earnings from such Federal Securities will be sufficient
to make timely payments of all presently outstanding principal,
interest, redemption premiums and other costs and obligations
incurred in respect to the Refunded Bonds.
E. section 16R of the Original Ordinance provides for the
issuance of Additional Bonds under the terms , limitations and
conditions provided therein.
F. The Issuer has complied, or will comply prior to the
delivery of the 1993 Bonds, with all the terms, conditions and
restrictions contained in Section 16R of the original Ordinance.
The Issuer is therefore legally entitled to issue the 1993 Bonds as
Additional Bonds within the authorization contained in the Original
Ordinance and the covenants in the Original Ordinance shall apply
to the 1993 Bonds.
G. The 1993 Bonds herein authorized shall be on a parity and
rank equally, as to lien on and source and security for payment
from the Pledged Revenues and in all other respects, with the
Parity Bonds.
H. The estimated Pledged Revenues will be sufficient to pay
all of the principal of and interest on the 1993 Bonds and the
Parity Bonds, as the same become due, and to make all required
sinking fund, reserve and other payments required under this
Ordinance and the Original Ordinance.
I. The principal of and interest 'on the Bonds and all
required sinking fund, reserve and other payments shall be made
solely from the Pledged Revenues as herein provided. The Issuer
shall never be required to levy ad valorem taxes on any property
therein' to pay the principal of and interest on the Bonds or to
make any of the required sinking fund, reserve or other payments,
and any failure to pay the Bonds shall not give rise to a lien upon
any property of or in the Issuer, except the Pledged Revenues.
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J. The total indebtedness of the Issuer, within the meaning
of the Issuer's charter, does not exceed twenty per centum (20%) of
the current assessed valuation of all real property located in the
Issuer, and will not exceed such amount after issuance of the 1993
Bonds.
scotion 4.
There is hereby
Refunded Bonds.
section 5. ORDINANCE TO CONSTITUTE CONTRACT. In considera-
tion of the acceptance of the 1993 Bonds by the Bondholders from
time to time, this Ordinance shall be deemed to be and shall con-
stitute a contract between the Issuer and such Bondholders., The
covenants and agreements herein set forth to be performed by the
Issuer shall be for the equal benefit, protection and security of
the legal Bondholders of any and all of such 1993 Bonds, all of
which shall be'of equal rank and without preference, priority or
distinction of any of the 1993 Bonds over any other thereof, except
as expressly provided therein and herein.
AUTHOR I ZATION OF REFUNDING OF REFUNDED BONDS.
authorized the refunding of the outstanding
Section 6. AUTHORIZATION OF 1993 BONDS. subject and pursuant
to the provisions hereof, Bonds of the Issuer to be known as "Water
and Sewer Refunding Revenue Bonds, series 1993" are authorized to
be issued in the aggregate original principal amount of not
exceeding $57,000,000 which may mature at a higher value to include
the Maturity Amount of any Capital Appreciation Bonds.
seotion 7. DESCRIPTION OF ~993 BONDS. The 1993 Bonds, except
capital Appreciation Bonds, shall be dated as of a date or dates to
be fixed by subsequent resolution of the Issuer, but not later than
their date of delivery, may be Serial Bonds, Term Bonds, or a com-
bination thereof; shall be designated "R- " and numbered consecu-
tively from one upward in order of authentication; shall be in such
denominations, shall bear interest at such rate or rates not
exceeding the maximum legal rate allowable by law to be payable at
such times, and shall mature either annually or semi-annually on
such dates and in such years and amounts, all as shall be deter-
mined by subsequent resolution of the Issuer. The 1993 Bonds shall
bear interest from their date or from the most recent interest
payment date to which interest has been paid, until payment of the
principal sum. '
The 1993 Bonds shall be issued in fully registered form,
payable as to principal and premium, if any, upon presentation and
surrender thereof on the date fixed for maturity or redemption
thereof at the corporate trust office of the paying agent hereafter
named. Interest on each fully registered 1993 Bond (except the
capital Appreciation Bonds) shall be paid by check or draft (in the
case of holders of $1,000,000 or ,more of Series 1993 Bonds, such
payment shall be made by wire transfer if so requested by such
Holder, provided that such Holder pays for the cost of such wire
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transfer) mailed to the person in whose name the Bond is
reg lstered , at his or her address as it appears on the Bond
Register maintained by the Bond'Registrar, at the close of business
on the 15th day of the month (whether or not a business day) next
preceding the interest Payment Date (the tlRecord Date"),
irrespective of any transfer of each Bond subsequent to such Record
Date and prior to such interest Payment Date, unless the Issuer
shall be in default in payment of interest due on such interest
Payment Date. In the event of any such default, such defaulted
interest shall be payable to the person in whose name such Bond is
registered at the close of business on a special record date for
the payment of defaulted interest as established,by notice mailed
by the Registrar to the registered owner of the 1993 Bonds (except
the Capital Appreciation Bonds) not less than fifteen days
preceding such special record date. such notice shall be mailed to
the person in whose name such Bond is registered at the close of
business on the fifth (5th) day preceding the date of mailing. All
payments shall be made in accordance with and pursuant to the terms
of this Ordinance and the 1993 Bonds and shall be payable in any
coin or currency of the United states of America which, at the time
of payment is legal tender for the payment of public or private
debts.
The Capital Appreciation Bonds, if any, shall be dated as of
a date or dates to be fixed by subsequent resolution of the Issuer,
but not later than their date of delivery; shall be designated "CA-
n and numbered from 1 upward in order of authentication; shall
mature on such dates; and the principal amounts thereof shall
accrete at the approximate annual yield (subject to rounding the
Accreted Values), all as set forth by subsequent resolution of the
Issuer.
No 1993 Bond shall be valid or become obligatory for any
purpose or be entitled to any security or benefit under the
Ordinance until the certificate of authentication endorsed on the
Bond shall have been duly signed by the Bond Registrar.
If the date for payment of the principal of, premium, if any,
or interest on the 1993 Bonds shall be a Saturday, Sunday, legal
holiday or a day on which the banking institutions in the city
where the corporate trust office of the paying agent is located are
authorized by law or executive order to close, then the date for
such payment shall be the next succeeding day which is not a
Saturday, Sunday or legal holiday or a day on which such banking
institutions are authorized to close, and payment on such date
shall have the same force and effect as if made on the nominal date
of payment.
The 1993 Bonds (except the Capital Appreciation Bonds) may be
issued or exchanged for Bonds in coupon form, payable to bearer, In
such form, with such attributes and upon such conditions as the
Issuer may provide by su~plemental resolutions, upon receipt of an
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opinion from a nationally recognized bond counsel that such issu-
ance or exchange will not cause interest on the Bonds to be includ-
able in gross income, of the holder for federal income tax purposes.
section 9. EXECUTION OF 1993 BONDS. The 1993 Bonds shall be
executed in the name of the Issuer by the Mayor-commissioner and
city Manager and attested by the city Clerk, and approved as to
form, sufficiency and correctness by the city Attorney, either
manually or with his facsimile signature, and the official seal of
the Issuer or a facsimile thereof shall be affixed' thereto or
reproduced thereon. The facsimile signature of such officers may
be imprinted or reproduced on the 1993 Bonds. The Certificate of
Authentication of the Bond Registrar shall appear on the 1993
Bonds, and no bond shall be valid or obligatory for any purpose or
be entitled to any security or benefit under this Ordinance unless
such certificate shall have been duly executed on such 1993 Bond.
The authorized signature for the Bond Registrar shall be either
manual or facsimilej provided, however, that at least one of the
signatures appearing on the 1993 Bonds shall at all times be a
manual signature. In case any officer whose signature shall appear
on any 1993 Bonds shall cease to be such officer before the
delivery of such 1993 Bonds, such signature or facsimile shall'
nevertheless be valid and sufficient for all purposes the same' as
if he had remained in office until such delivery. Any 1993 Bonds
may be signed and sealed on behalf of the Issuer by such person who
at the actual time of the execution of such 1993 Bonds shall hold
the proper office with the Issuer I although at the date of
enactment of this ordinance such person may not have held such
office or may not have been so authorized.
Section 9., NEGO~I~BILITY. Subject to the provisions hereof
respecting registration and transfer, the 1993 Bonds shall be and
shall have all the qualities and incidents of negotiable
instruments under the laws of the state of Florida, and each
successive holder, in accepting any of the 1993 Bonds, shall be
conclusively, deemed to have agreed that the 1993 Bonds shall be and
have all of such qualities and incidents of negotiable instruments
under the Uniform Commercial Code - Investment Securities of the
State of Florida. '
section 1.0. REGISTRATION, EXCHANGE AND TRANSFER. There shall
be a Bond Registrar for the 1993 Bonds which may be the Issuer or
a designated bank or trust company located within or without the
State of Florida. The Bond Registrar shall maintain the registra-
tion books of the Issuei and be responsible for the transfer and
exchange of the 1993 Bonds. The Issuer shall, prior to the
proposed date of delivery of the Bonds, by resolution designate the
Bond Registrar and Paying Agent. The Bond Registrar shall maintain
the books for the registration of the transfer and exchange of the
1993 Bonds in compliance with the Florida Registered Public
Obligations Act and the system of registration as, established by
the 'Issuer pursuant thereto.
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Bonds may be transferred upon the registration books, upon
delivery to the Registrar, together with written instructions as to
the details of the transfer of such 1993 Bonds, along with the
social security number or federal employer identification number of
such transferee and, if such transferee is a trust, the name and
social security or federal employer identification numbers of the
settlor and beneficiaries of the trust, the date of the trust and
the name of the trustee. No transfer of any 1993 Bond shall be
effective until entered on the registration books maintained by the
Bond Registrar.
Upon surrender for transfer or exchange of any 1993 Bond, the
Issuer shall execute and the Bond Registrar shall authenticate and
deliver in the name of the registered owner or the transferee or
transferees, as the case may be, a new fully registered 1993 Bond
or 1993 Bonds of authorized denominations of the same maturity and
interest rate for the aggregate principal amount which the
registered owner is entitled to receive at the earliest practicable
time in accordance with the provisions of this Ordinance. The
Issuer or the Bond Registrar may charge the owner of such 1993 Bond
for every such transfer or exchange an amount sufficient to
reimburse them for their reasonable fees and for any tax, fee, or
other governmental charge required to be paid with respect to such
transfer, and may require that such charge be paid before any such
new 1993 Bond shall be delivered.
All 1993 Bonds presented for transfer, exchange, redemption or
payment (if so required by the Bond Registrar), shall be accom-
panied by a written instrument or instruments of transfer or
authorization for exchange, in form and with guaranty of signature
satisfactory to the Bond Registrar, duly executed by the registered
holder or by his duly authorized attorney in fact or legal
representative.
All 1993 Bonds delivered upon transfer or exchange shall bear
interest from the preceding interest payment date so that neither
gain nor loss in interest shall result from the transfer or
exchange. New 1993 Bonds delivered upon any transfer or ,exchange
shall be valid obligations of the Issuer, evidencing the same debt
as the 1993 Bond surrendered, shall be secured by this Ordinance
and shall be entitled to all of the security and the benefits
hereof to the same extent as the 1993 Bonds surrendered.
The Issuer and the Bond Registrar may treat the registered
owner of any 1993 Bond as the absolute owner thereof for all
purposes, whether or not such 1993 Bonds shall be overdue, and
shall not be bound by any notice to the contrary.
Notwithstanding the foregoing provisions of this section, the
Issuer reserves the right, on or prior to the delivery of the 1993
Bonds to amend or modify the foregoing provisions relating to the
registration of the 1993 Bonds by resolution or ordinance in order
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to comply with all applicable laws, rules, and regulations of the
United states and/or the state of Florida relating thereto. , In
addition, pursuant to a resolution adopted prior to the issuance of
the Series 1993 Bonds, the Issuer may establish a book-entry-only
system of registration for the series 1993 Bonds, the provisions of
which shall be deemed to modify any inconsistent provisions of this
Ordinance.
section 11. 1993 BONDS MUTILATED, DESTROYED, STOLEN OR LOST.
In case any 1993 Bond shall become mutilated, or be destroyed,
stolen or lost, the Issuer may in its discretion issue and deliver
a new 1993 ,Bond of like tenor as the 1993 Bond so mutilated,
destroyed, stolen or lost, in exchange and substitution for such
mutilated 1993 Bond upon surrender and cancellation of such
mutilated Bond or in lieu of and substitution for the Bond
destroyed" stolen or lost, and upon the holder furnishing the
Issuer proof of his ownership thereof and satisfactory indemnity
and complying with such other reasonable regulations and conditions
as the Issuer may prescribe and paying such expenses as the Issuer
may incur. All 1993 Bonds so surrendered shall be canceled by the
Registrar for the 1993 Bonds. If any of the 1993 Bonds shall have
matured or be about to mature, instead of issuing a substitute 1993
Bond, the Issuer may pay the same, upon being.indemnified as afore-
said, and if such 1993 Bonds be lost, stolen or destroyed, without
surrender thereof.
Any such duplicate 1993 Bonds issued pursuant to this section
shall constitute original, additional contractual obligations on
the part of the Issuer whether or not the lost, stolen or destroyed
1993 Bonds be at any time found by anyone, and such duplicate.1993
Bonds shall be entitled to equal 'and proportionate benefits and
rights as to lien on the source and security for payment from the
funds, as hereinafter pledged, to the same extent as all other 1993
Bonds issued hereunder.
section 12. PROVISIONS FOR REDEMPTION. The 1993 Bonds shall
be redeemable as provided by subsequent resolution of the Issuer.
1993 Bonds in denominations greater than an authorized
denomination (or authorized Maturity Amount in the case of Capital
Appreciation Bonds) shall be deemed to be an equivalent number of
1993 Bonds in the denomination of an authorized denomination or
Maturity' Amount. If a 1993 Bond is of a denomination or Maturity
,Amount larger than an authorized denomination or Maturity Amount,
a portion of such 1993 Bond may be redeemed, in the amount of an
authorized denomination or Maturity Amount or integral multiples
thereof.
Notice of such redemption, identifying the 1993 Bonds or
portions thereof called for redemption (i) shall be filed with the
paying agents and any Registrarj and (ii) shall be mailed by the
Registrar, first-class mail, postage prepaid, to all registered
11
owners of the 1993 Bonds to be redeemed not more than sixty (60)
days and not less than thirty (30) days prior to the date fixed for
r~demption at their addresses as they appear on the registration
books to be maintained in accordance with the provisions hereof.
Failure to give such notice by mailing to any owner of 1993 Bonds,
or any defect therein, shall not affect the validity of any
proceeding for the redemption of other Bonds.
Notice having been mailed and filed in the manner and under
the conditions hereinabove provided, the 1993 Bonds or portions of
1993 Bonds so called for redemption shall, on the redemption date
designated in such notice, become and be due and payable at the
redemption price provided for redemption of such 1993 Bonds or
portions of 1993 Bonds on such date. On the date so designated for
redemption, notice having been mailed and filed and moneys for
payment of the redemption price being held in separate accounts in
trust for the holders of the 1993 Bonds or portions thereof to be
redeemed, all as provided in this ordinance, interest on the 1993
Bonds or' portions of 1993 Bonds so called for redemption shall
cease to accrue, such 1993 Bonds and portions of 1993 Bonds shall
cease to be entitled to any lien, benefit or security under this
Ordinance, and the holders or Registered Owners of such 1993 Bonds
or portions of 1993 Bonds, shall have no rights in respect thereof,
except the right to receive payment of the redemption price
thereof.
Upon surrender of any 1993 Bond for redemption in part only,
the Issuer shall issue and deliver to the registered owner thereof,
the costs of which shall be paid by the registered owner, a new
1993 Bond or 1993 Bonds of authorized denominations or Maturity
Amounts in aggregate principal amount equal to the unredeemed
portion surrendered.
In addition to the foregoing notice, further notice shall be
given by the Issuer as set out below, but no defect in said further
notice nor any failure to give all or any portion of such further
notice shall in any manner defeat the effectiveness of a call for
redemption if notice thereof is given as above prescribed.
(1) Each further notice of redemption given hereunder
shall contain the information required above for an official
notice of redemption plus (i) the CUSIP numbers of all 1993
Bonds being redeemed; (ii) the date of issue of the 1993 Bonds'
as originally issued; (iii) the rate of interest borne by each
Bond being redeemed; (iv) the maturity date of each Bond being
redeemed; and (v) any other descriptive information needed to
identify accurately the 1993 Bonds being redeemed.
(2) Each further notice of redemption shall be sent at
least 35 days before the redemption date by registered or
certified mail or overnight delivery service to all registered
securities depositories then in the business of holding
12
substantial amounts of obligations of types similar to the
type of which the 1993 Bonds consist (such depositories now
being Depository Trust Company of New York, New York, Midwest
securities Trust Company of chicago, Illinois, Pacific
securities Depository Trust Company of San Francisco, Califor-
nia, and Philadelphia Depository Trust Company of'Philadel-
phia, Pennsylvania) and to one or more national information
services that disseminates notices of redemption of
obligations such as the 1993 Bonds.
(3) Each such further notice shall be published one time
in the Bond Buyer of New York, New York or, if such pUblica-
tion is impractical or unlikely to reach a substantial number
of the Holders of the Bonds, in some other financial newspaper
or journal which regularly carries notices of redemption of
obligations similar to the Bonds, such publication to be made
at least 30 days prior to the date fixed for redemption.,
section 13. FORM OF 1993 BONDS. The text of the 1993 Bonds
shall be in substantially the form attached hereto as Exhibit B,
with such omissions, insertions and variations as may be necessary
and desirable and authorized and permitted by this Ordinance or by
any subsequent ordinance or resolution adopted prior to the
issuance thereof.
section 14. BONDS NOT DEBT OF ISSUER. The Bonds shall not be
or constitute general indebtedness of the Issuer within the meaning
of any constitutional or statutory provision or limitation, but
shall be payable solely from and secured by a prior lien upon and
pledge of the Pledged Revenues herein provided. No Bondholder
shall ever have the right to compel the exercise of the ad valorem
taxing power of the Issuer or taxation in any form of any real
property therein to pay the Bonds or the interest thereon or be
entitled to payment of such principal and interest from any other
funds of the Issuer except from the Pledged Revenues in the manner
provided herein.
section 15. PLEDGED REVENUES. Until payment has been pro-
vided for as herein permitted, the payment of the principal of and
interest on the Bonds shall be secured forthwith equally and
ratably by an irrevocable lien on the Pledged Revenues prior and
superior to all other liens or encumbrances on such Pledged Reve-
nues and the Issuer does hereby irrevocably pledge such Pledged
Revenues to the payment of the principal of and interest on the
Bonds, the reserves therefor, and for all other required payments.
The Pledged Revenues shall immediately be subject to the lien of
this pledge without any physical delivery thereof or further act,
and the lien of this pledge shall be valid and binding as against
all parties having claims of any kind in tort, contract or
otherwise against the Issuer. All funds and accounts created
pursuant hereto shall be held by the Finance Director (or such
13
r,
,.
other officer of the Issuer as shall be approved by the city
Commission) as trust funds for payment of the Bonds.
section 16. COVENANTS OF THE ISSUER. until all principal of
and interest on the Bonds shall have been paid or provided for as
herein permitted, the Issuer covenants with the Bondholders as
follows:
A.' REVENUE FUND. The entire Gross Revenues shall upon
receipt thereof be deposited in the Revenue Fund created and
established by the original Ordinance. Such Revenue Fund shall
constitute a trust fund for the purposes herein provided and shall
be kept separate and distinct from all other funds of the Issuer
and used only for the purposes and in the manner herein provided.
B. DISPOSITION OF REVENUES. All funds at any time remaining
on deposit in the Revenue Fund shall be disposed of on or before
the twentieth day of each month, commencing in the month immedi-
ately following the delivery of the 1993 Bonds, only in the fol-
lowing manner and in the following order of priority:
(1) Funds shall first be used for deposit into the Opera-
tion and Maintenance Fund, which was established by the Origi-
nal Ordinance, of such sums as are necessary for the Cost of
Operation and Maintenance, for the next ensuing month.
(2) From the moneys remaining in the Revenue Fund, the
Issuer shall next deposit into the Sinking Fund created by the
original ordinance, such sums as will be sufficient to pay (a)
one-sixth (1/6) of all interest becoming due on the Bonds on
the next semi-annual interest payment date; (b) commencing in
the first month which is twelve (12) months or six (6) months
prior to the first annual or semi-annual maturity date,
respectively, of any Serial Bonds, one-twelfth (1/12) or one-
sixth (1/6), respectively, of the amount of Serial Bonds which
will become due and payable on the next annual or semiannual
principal maturity date, respectively, and (c) one-twelfth
(1/12) of the Amortization Installment required to be made on
the next annual payment date or one-sixth (1/6) of the Amorti-
zation Installment required to be made on the next semi-annual
payment date into a t1Bond Amortization Account", created and
established in the Sinking Fund by the Original ordinance.
Such payments shall be credited to a separate special 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 sinking Fund for
each such separate maturity of Term Bonds. The funds and
investments in each such separate account shall be pledged
solely to the payment 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
14
" '
transfer to the Sinking Fund to make up any deficiencies in
required payments therein. The Amortization Installments may
be due either annually or semiannually, but,in any event, the
required payments as set forth above shall be made monthly
commencing in the first month which is six (6) months or
twelve (12) months, as the case may be, prior to the date on
which the Amortization Installment is required to be made
pursuant to, (c) above.
Upon the sale of any series of Term Bonds, the Issuer
shall by resolution, establish the amounts and maturities of
such Amortization Installments for each series, and if there
shall be more than one maturity of Term Bonds within a series,
the Amortization Installments for the Term Bonds of each
ma:turi ty. In the event the moneys deposited for retirement of
a maturity of Term Bonds are required to be invested, in the
manner provided below, the Amortization Installments may be
stated in terms of either the principal amount of the invest-
ments to be purchased on, or the cumulative amounts of the
principal amount of investments required to have been pur-
chased by, the payment date of such Amortization Installme~t.
Moneys 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 Bonds 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 resolution estab-
lishing the Amortization Installments for any series or
maturity of Term Bonds may limit the use of moneys to anyone
or more of the uses set forth in the preceding sentence and
may specify the type or types of investments permitted here-
under to be purchased. .
(3) Moneys remaining in the Revenue Fund shall next be
applied by the Issuer to maintain a Reserve Account, which
Reserve Account w~s created and established by the original
Ordinance, in a sum equal to and sufficient to pay the Maximum
Bond Service Requirement on all outstanding Bonds becoming due
in any'ensuing Fiscal Year, all or a portion of which sum may
be initially provided from the proceeds of the sale of the
Bonds and/or other moneys of the Issuer. The Issuer shall
thereafter deposit into said Reserve Account an amount equal
to one-twelfth (1/12) of twenty per cent (20%) of the differ-
ence between the amount, if any, so deposited upon the deli-
very of the Bonds and the amount of the Maximum Bond service
Requirement on all outstanding Bonds becoming due in any
ensuing Fiscal Year. No further payments shall be required to
be made into such Reserve Account when there has been
deposited therein and as long as there shall remain on deposit
15
0'
therein a sum equal to the 11.aximum Bond Service Requirement on
all outstanding Bonds becoming due in any ensuing Fiscal Year.
Any withdrawals from the Reserve Account shall be subse-
quently restored from the first moneys available in the Reve-
nue Fund after all required current payments into the sinking
Fund and into the Reserve Account, including all deficiencies
for prior payments, have been made in full.
Moneys in the Reserve Account shall be used only for the
purpose of the payment of maturing principal (including
Amortization Installments) of or interest on' the Bonds when
the moneys in the sinking Fund are insufficient therefor, and
for no other purpose. Upon the issuance by the Issuer of any
Additional Bonds under the terms, limitations and conditions
provided in this Ordinance and the original Ordinance, the
payments into the Reserve Account shall be increased so that
the amount on deposit therein shall be equal to the Maximum
Bond Service Requirement on all Bonds outstanding and to be
outstanding.
Whenever the amount on deposit in the Reserve Account
exceeds the Maximum Bond Service Requirement on all Bonds then
outstanding, the excess may be withdrawn and deposited into
the sinking Fund.
The Issuer shall not be required to make any further pay-
ments into the Sinking Fund or into the Reserve Account when
~he aggregate amount of moneys in the Sinking Fund and the
Reserve Account are at least equal to the aggregate principal
amount of Bonds then outstanding, plus the amount of interest
then due or thereafter to become due on the Bonds then
outstanding.
Notwithstanding the foregoing,provisions, in lieu of the
required deposits of Revenues into the Reserve Account, the
Issuer may cause to be deposited into the Reserve Account a
surety bond or an insurance policy issued by a reputable and
recognized insurer for the benefit of the Bondholders in an
amount equal to the difference between the Maximum Bond Ser-
vice Requirement and the sums then on deposit in the Reserve
Account, if any, which surety bond or insurance policy shall
be payable (upon the giving of notice as required thereunder)
on any interest payment date on which a deficiency exists
which cannot be cured by funds in any other account held pur-
suant to this Ordinance and the original Ordinance and avail-
able for such purpose. The insurer providing such surety bond
or insurance policy shall be an insurer whose municipal bond
insurance policies insuring the payment, when due, of the
principal of and interest on municipal bond issues results in
such issues being rated in the highest rating category by
Standard & Poor's Corporation or Moody's Investors Service,
16
Inc., or their successors. If a disbursement is made from a
surety bond or an insurance policy provided pursuant to this
paragraph, the Issuer shall be obligated to either reinstate
the maximum limits of such surety bond or insurance policy
immediately following such disbursement or to deposit into the
Reserve Account, as herein provided in this paragraph for
restoration of withdrawals from the Reserve Account, funds in
the amount of the disbursement made under such policy, or a
combination of such alternatives.
(4) The Issuer shall next apply and deposit the moneys in
the Revenue Fund into the Renewal and Replacement Fund created
by the original Ordinance. The Issuer shall deposit into such
Renewal and Replacement Fund an amount equal to one-twelfth
(1/12) of five per centum (5%) of the Gross Revenues of the
System for the previous Fiscal Year, or such other amount as
is certified as necessary for the purposes of the Renewal and
Replacement Fund by the Consulting Engineer and as approved by
the city commission. The moneys in said Renewal and
Replacement Fund shall be used only for the purpose of paying
the cost of extensions, enlargements or additions to or the
replacement of capital assets of the System and emergency
repairs thereto. Such moneys on deposit in such Fund shall
also be used to supplement the Reserve Account if necessary in
order to prevent a default in the payment of the principal of
and interest on the Bonds.
(5) To the extent junior lien bonds are issued and out-
standing (which subordinated bonds the Issuer reserves the
right to issue), the Issuer shall next apply moneys in the
Revenue Fund to the payment of principal of, redemption pre-
mium, if any, and interest on such subordinated debt of the
Issuer.
(6) The balance of any moneys remaining in the Revenue
Fund after the above required payments have been m~de may
either be deposited into either the Renewal und Replacement
Fund or the Sinking Fund, or may be used for the purchase or
redemption of Bonds, or may be used by the Issuer for any
lawful purpose of the Issuer.
C. INVESTMENT OF FUNDS. The operation and Maintenance Fund,
the Sinking Fund, the Reserve Account, the Renewal and Replacement
Fund, the Revenue Fund, the Construction Fund, and any other spe-
cial funds herein and in the Original Ordinance established and
created shall constitute trust funds for th~ purposes provided
herein for such funds. All such funds shall be continuously
secured in the same manner as state and municipal deposits are
required to be secured by the laws of the State of Florida. Moneys
on deposit in any of such funds and accounts may be invested and
reinvested in Authorized Investments.
17
"
Investments made with moneys in the construction Fund, the
Revenue Fund, the Operation and Maintenance Fund, and the sinking
Fund (except the Bond Amortization Account therein), must mature
not later than the date that such moneys will be needed. Invest-
ments made with moneys in the accounts in the Bond Amortization
Account, in the Reserve Account and in the Renewal and Replacement
Fund must mature, in the case of the accounts in the Bond Amortiza-
tion Account not later than the stated date of maturity of the Term
Bonds to be retired from the sub-accounts in the Bond Amortization
Account from which the investment is made, in 'the case of the
Reserve Account not later than the final maturity of any Bonds then
outstanding, and in the case of the Renewal and Replacement Fund,
not later than such date as shall be determined by the Issuer. Any
and all income received by the Issuer from all such invest,ments
shall be deposi tad into the Revenue Fund, except however, that
investment income earned in the Bond Amortization Account may be
retained therein or deposited into the Sinking Fund and used to pay
maturing principal of and 'interest on the Bonds, at the option of
the Issuer.
The cash required to be accounted for in each of the foregoing
funds and accounts established herein may be deposited in a single
bank account, and funds allocated to the various accounts
established herein may be invested in a common investment pool,
provided that adequate accounting records are maintained to reflect
and control the restricted allocation ()f the cash on deposit
therein and such investments for the various purposes of such funds
and accounts as herein provided.
The designation and establishment of the various funds in and
by this Ordinance shall not be construed to require the establish-
ment of any completely independent, self-balancing funds as such
term is commonly defined and used in governmental accounting, but
rather is intended solely to constitute an ,earmarking of certain
revenues and assets of the System for certain purposes and to
establish certain priorities for application of such revenues and
assets as herein provided.
D. OPERATION AND MAINTENANCE. The Issuer will maintain the
System and all parts thereof in good condition and will operate the
same in an efficient and economical manner, making such expendi-
tures for equipment and for renewals, repairs and replacements as
may be proper for the economical operation and maintenance thereof.
E. ,RATE ORDINANCE. The Issuer has enacted or will enact a
rate ordinance and thereby will fix, establish and maintain such
rates and will collect such fees, rentals and other charges for the
services and facilities of the System a~d revise the same from time'
to time whenever necessary, as will al~ays provide Gross ReVenues
in each Fiscal Year sufficient to pay the Cost of Operation and
Maintenance of the system in such Fiscal Year, one hundred fifteen
per centum (115%) of the Bond Service Requirement becoming due in
18
such Fiscal Year on the outstanding Parity Bo~dS, on the out-
standing 1993 Bonds and on all outstanding Additional Bonds, plus
one hundred per centum (100%) of all reserve and other payments
'required to be made pursuant to this Ordinance and the Original
Ordinance. Such rates, fees, rentals and other charges shall not
be reduced so as to be insufficient to provide Gross Revenues for
such purposes.
F. BOOKS AND RECORDS. The Issuer shall keep books and
records of the System, which books and records shall be kept
separate and apart from all other books, records and accounts of
the Issuer, and Bondholders shall have the right at all reasonable
times to inspect all records, accounts and data of the Issuer
relating thereto.
G. ANNUAL AUDIT. The Issuer shall also, at least once a
year, cause the books, records and accounts relating to the System
to be properly audited by a recognized independent firm of certi-
fied public 'accountants and shall make generally available the
report of such audits to any Bondholder.
H. NO MORTGAGE OR SALE OF THE SYSTEM. The Issuer irrevocably
covenants, binds and obligates itself not to sell, lease, encumber
or in any manner dispose of the System as a whole until all of the
Bonds shall have been paid in full as to both principal and
interest, or payment shall have been duly provided for under this
Ordinance.
The ,foregoing provision notwithstanding, the Issuer may sell
or dispose of, for fair market value, any properties or parts of
the System which the Consulting Engineer shall certify in writing
are not necessary for the continued operation of the system and
that the sale or disposal of which will not adversely affect the
Gross Revenues to be derived from the System to such an extent that
the Issuer will fail to comply with the covenants contained herein,
including section 16(E) of this Ordinance and the Original
ordinance.
The proceeds derived from any sale or disposal of any proper-
ties or parts of the System as provided for in the above paragraph
shall, in the discretion of the Issuer, be (1) deposited in the
Renewal, and Replacement Fund and used exclusively for the purpose
of paying the cost of extensions, enlargements or additions to, or
the replacement of capital assets of" the System and for unusual or
extraordinary repairs thereto, or for the construction or acquisi-
tion" of additions, extensions and' improvements to the system, or
(2) for the purchase or retirement of the Bonds ~hen outstanding.
However, if the Consulting Engineer certifies that proceeds are
necessary for the purposes stated in part (1) above, such proceeds
shall remain in the Renewal and Replacement Fund until such certi-
fied requirements are satisfied, and the proceeds shall ,not be used,
19
,
, ,
<,
for any other purpose allowed by this Ordinance or the Original
Ordinance.
I. INSURANCE. The Issuer will make adequate provision to
maintain fire and windstorm insurance on all buildings and struc-
tures and properties of the System which are subj ect to loss,
through fire or windstorm, public liability insurance, and other
insurance of such types and in such amounts as are normally carried
in the operation of similar public and private utility systems
within the state of Florida. Any such insurance shall be placed
with nationally recognized and reputable insurors or under state
approved and authorized self insurance programs or any combination
of both and shall be carried for the benefit of the Bondholders.
All monies received for losses under any such insurance, except
public liability, are hereby pledged by the Issuer as security for
the Bonds, until and unless such proceeds are used to remedy the
loss or damage for which such proceeds are received, either by
repairing the property damaged or replacing the property destroyed
within ninety (90) days from the receipt of such proceeds.
J. NO FREE SERVICE. The Issuer will not render or cause to
be rendered any free services of any 'nature by its system, nor will
any preferential rates be established for users of the same class.
This covenant shall not prevent individual contracts with other
governmental entities for the wholesale delivery of services of the
System. The Issuer, including its departments, agencies and
instrumentalities, shall avail itself of the facilities or services
provided by the System or any part thereof, and the same rates,
fees or charges applicable to other customers receiving like ser-
vices 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 sufficient sums to pay such charges. The reve-
nues so received shall be deemed to be Gross Revenues derived from
the operation of the System and shall be deposited and accounted
for in the same manner as other Gross Revenues derived from such
operation of the System.
K. MANDATORY CONNECTION. To the full extent permitted by law
the Issuer will adopt and keep in force and effect an ordinance
requiring that all improved premises with respect to which water or
sewer services from the System are available shall connect such
premises to the System and shall obtain available water and sewer
services only from the System.
L. ENFORCEMENT OF COLLECTIONS. The Issuer will diligently
enforce and collect all fees, rentals or other charges for the
services and facilities of the System and take all steps, actions
and proceedings for the enforcement and collection of such fees,
rentals or other charges which shall become delinquent to the full
extent permitted or authorized by the Act and by the laws of the
state of Florida.
20
The Issuer will, under reasonable rules and regulations, shut
off and discontinue the supplying of the water service and the
sewer service of the System for the nonpayment of fees, rentals or
other charges for said water service or said sewer service, or
either of them, and will not restore said water service or sewer
service, or either of them, until all delinquent charges for both
water service and sewer service, together with interest and reason-
able penalties, have been paid in full.,
M. REMEDIES. Any Bondholder, or any trustee acting for the
Bondholders may, either at law or in equity, by suit, action, man-
damus or other proceedings in any court of competent jurisdiction,
protect and enforce any and ~ll 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 com-
pel the performance of all duties herein required or by any applic-
able statutes to be performed by the Issuer or by any officer
thereof.
Nothing herein, however, shall be construed to grant to any
Bondholders any lien on any real property of the Issuer.
N. CONSULTING ENGINEERS. The Issuer will retain an inde-
pendent consulting engineer or engineering firm having a favorable
reputation for skill and experience for the design, construction
and operation of systems of comparable size and character as 'the
System, for the purpose of providing the Issuer competent engi-
neering counsel in connection with the making of the capital
improvements. The Issuer may, however, employ additional engineers
at any time with relation to specific engineering and operation
problems arising in connection with the system.
O. CITY MANAGER REPORTS. On an annual basis, within 45 days
of the receipt of the annual audit of' the System provided for
above, the Issuer shall cause to be prepared by the city Manager a
report or survey of 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 Sys-
tem and the necessity for capital improvements and recommendations
therefor. Such a report or survey shall also show any failure of
the Issuer to perform or comply with the covenants herein con-
tained, including those contained in subsection I above.
I
In the event that such annual report reflects that the rates
and charges for services are insufficient to protect the rights of
the Bondholders, then the Issuer shall take such steps as are
required by law to raise the rates and charges for services. In
the event that the annual report indicated that the rates and
charges for services should be increased substantially pro rata as
to all classes of service, then, to the full extent permitted by
law, the Issuer shall raise the rates and charges for services
without the necessity for notice or public hearing.
21
" .
P. NO COMPETING SYSTEM. To the full extent permitted by law
the Issuer will not grant or cause, consent to, or allow the
granting of any franchise or permit to any person, firm, corpora-
tion or body or agency or instrumentality whatsoever for the fur-
nishing of water or sanitary sewerage services to or within the
service area of the System, if determined by the Consulting
Engineers to be materially competitive with the system and
adversely affecting the Gross Revenues derived from the operation
thereof.
Q. ISSUANCE OF OTHER OBLIGATIONS. The Issuer will not issue
any other obligations, except under the conditions and in the man-
ner provided herein, payable from the Pledged Revenues, nor volun-
tarily create or cause to be created any debt, lien," pledge,
assignment, encumbrance or other charge having priority to or being
on a parity with the lien of the Parity Bonds and the 1993 Bonds
and the interest thereon upon the Pledged Revenues. Any other
obligations issued by the Issuer in addition to the Parity Bonds,
the 1993 Bonds or Additional Bonds provided for in subsection R
below, payable from the Pledged Revenues shall contain an express
statement that such obligations are junior and subordinate in all
respects to 'the Bonds as to lien on and source and security for
payment from the Pledged Revenues.
R. ISSUANCE OF ADDITIONAL BONDS. Additional Bonds, payable
on a parity from the Pledged Revenues with the Parity Bonds and the
1993 Bonds, shall be issued only for the purposes of refunding a
part of the outstanding Bonds or financing the cost of extensions,
additions and improvements to the System and for the acquisition
and construction of, and extensions, additions and improvements to,
sewer and/or water systems which are to be consolidated with the
System and operated as a single combined utility . Additional
Bonds, other than for refunding purposes, shall be issued only upon
compliance with all of the following conditions:
(1) There shall have been obtained and filed with the
City Clerk of the Issuer a certificate of a qualified and
recognized firm of independent certified public accountants
stating: (a) that the books and records of the Issuer relative
to the System have been audited by such firm; (b) the amount
of the Net Revenues derived for the Fiscal Year preceding the
date of issuance of the proposed Additional Bonds or for any
12 consecutive months during the 18 months immediately pre-
ceding the date of the issuance of the Additional Bonds with
respect to which such certificate is made, adjusted as herein
below provided; (c) that the aggregate amount of such Net
Revenues, as adjusted, for the period for which such Net Reve-
nues are being certified is equal to not less than 120% of the
Maximum Bond Service Requirement becoming due in any Fiscal
Year thereafter on (i) all Bonds then outstanding, and (ii) on
the Additional Bonds with respect to which such certificate Is
made.
22
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(2) Upon recommendation of the Consulting Engineers, the
Net Revenues certified pursuant to (b) in the previous para-
graph may be adjusted for purposes of this Subsection by
including: (a) 100% of the additional Net Revenues which in
the opinion of the Consulting Engineer would have been derived
by the Issuer from rate increases adopted before the Addi-
tional Bonds are issued, if such rate increases had been
implemented before the commencement of the period for which
such Net Revenues are being certified, and (b) 100% of the
additional Net Revenues estimated by the Consulting Engineer
to be derived during the first full twelve month period after
the facilities of the System are extended, enlarged, improved
or added to with the proceeds of the Additional Bonds with
respect to which such certificate is made. The adjustments
described in section 16(R) (2) (b) may only be made if the Net
Revenues as adjusted under section 16(R) (2) (a) for the period
for which such Net Revenues are being certified equals at
least 1.00 times the Maximum Bond Service Requirement becoming
due in any Fiscal Year thereafter on (i) all Bonds then
outstanding; and (ii) on the Additional Bonds with respect to
which such certificate is made.
(3) Each ordinance or resolution authorizing the issuance
of Additional Bonds will recite that all of the covenants
herein contained will be applicable to such Additional Bonds.
(4) 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.
S. MAINTENANCE OF SYSTEM. The Issuer will maintain the
System in good condition and continuously operate the same in an
efficient manner and at a reasonable cost.
T. APPLICATION OF REFUNDED BONDS FUNDS AND ACCOUNTS. A pro
rata portion of the moneys in the funds and accou~ts created by the
ordinances which authorized the issuance of the Refunded Bonds may,
in the discretion of the Issuer, be transferred to and deposited in
the like funds and accounts created by this Ordinance or may be
used by the Issuer, in whole or in part, to effect the refunding of
the. Refunded Bonds, as evidenced by a certificate of, the city
Manager directing such transfer and use. All funds and accounts
created by this Ordinance may be held by more than one depositary
in the,discretion of 'the ISSUer.
section 17. APPLICATION OF PROCEEDS OF THE 1993 BONDS. All
moneys received from.the sale of the 1993 Bonds shall be deposited
by the Issuer in a special account in a bank or trust company and
applied by the Issuer as follows:
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(A) All accrued interest shall be deposited in the
sinking Fund and used solely for the purpose of paying
interest on the 1993 Bonds.
(B) A sum which, together with, at the discretion of the
,Issuer, the pro rata portions of the moneys on deposit in the
Reserve Account securing the Refunded Bonds, will be equal to
the Maximum Bond service Requirement on the 1993 Bonds and the
Parity Bonds becoming due in any Fiscal Year, may be deposited
into the Reserve Account, at the option of the Issuer.,
(C) To the extent not reimbursed or paid by the original
purchaser of the 1993 Bonds, the Issuer shall pay all costs
and expenses in connection with the preparation, issuance and
sale of the 1993 Bonds.
(D) A sum specified in the Escrow Deposit Agreement
which, together with the 'other funds described in the Escrow
Deposit 'Agreement to be deposited in escrow, will be suf-
ficient to pay, as of any date of calculation, the principal
of, interest on, premium, if any, and other costs and
obligations incurred with respect to the Refunded Bonds as the
,same shall become due or are redeemed, as provided by sub-
sequent resolution of the Issuer and to pay the expenses
specified in the, Escrow Deposit Agreement, shall be deposited
into the Escrow Account established in the Escrow Deposit
Agreement, in the amounts sufficient for such purposes.
Such funds shall be kept separate and apart from all
other funds of the Issuer and the moneys on deposit therein
shall be withdrawn, used and applied by the Issuer solely for
the purposes set forth herein and in the Escrow Deposit
Agreement.
simultaneously with the delivery of the 1993 Bonds to the
purchaser thereof, the, Issuer shall enter into an Escrow
Deposit Agreement, in substantially the form attached hereto,
with a bank or trust company approved by the Issuer. Such
Escrow Deposit Agreement shall provide for the deposit of sums
into the Escrow Account and for the investment of such moneys
in appropriate Federal securities so as to produce sufficient
funds to make all of the payments described in the first para-
graph of this Subsection 170. At the time of execution of the
Escrow Deposit Agr'eement I the Issuer shall furnish to the
Escrow Holder named therein appropriate documentation to
demonstrate that the sums being deposited and the investments
to be made will be sufficient for such purposes. '
section ~a. TAX COMPLIANCE.
~. In General. The Issuer at all times while the 1993 Bonds
and the interest thereon are outstanding will comply with all
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applicable provisions of the Internal Revenue Code of 1986,' as
amended (the "Code") and any valid and applicable rules and regu-
lations promulgated thereunder (the IIRegulations") . in order to.
ensure that the interest on the 1993 Bonds will be excluded from
gross income for federal income tax purposes.
B~ Rebate. (1) The Issuer shall either make or cause an
independent firm of certified public accountants or tax com-
pliance firm to make and promptly provide to the Issuer the
rebate calculations required by the Code and Regulations, on
which the Issuer may conclusively rely in taking action under
this Section. The Issuer shall make deposits to and disburse-
ments from separate accounts to the extent required by the
Code and Regulations and shall otherwise maintain full and
complete accounting records of receipts and disbursements of,
and investment purchases and sales allocated to, the tlgross
proceeds" subject to the rebate requirements of the Code and
Regulations. The requirements of this Subsection 18B may be
superseded or amended by new calculations accompanied by an
opinion of bond counsel addressed to the Issuer to the effect
that the use of the new calculations are in compliance with
the Code and Regulations and will not cause the interest on
the ~993 Bonds to become included in gross income for Federal
income tax purposes.
(2) The Issuer shall either make or cause an independent
firm of certified public accountants or tax compliance firm to
annually make and promptly forward to the Issuer after the end
of the Bond Year. and within the time required by the 'Code and
the Regulations the computation of the rebate deposit required
by the Code, on which the Issuer may conclusively rely in
taking action under this Subsection B. Records of the deter-
minations required by this Subsection B and the Code and Regu-
lations shall be retained by the Issuer until six (6) years
after the 1993 Bonds are no longer outstanding.
(3) within the time required by the Code and Regulations
following the end of the fifth Bond Year, as defined in the
Code, and every five (5) years thereafter, the Issuer shall
pay to the United states of America ninety percent (90%) of
the rebate amounts calculated as of such payment date, as
shown by the computations of the Issuer or the certified
public accountants or tax compliance firm, and one hundred
percent (100%) of the earnings on such rebate amounts as of
such payment date. Not later than sixty (60) days after the
final retirement of each applicable series of 1993 Bonds, the
Issuer shall pay to the United states of America one hundred
percent (100%) of the balance remaining of the rebate amount
and the earnings thereon. Each payment required to be paid to
the United states of America pursuant to this Subsection B
shall be filed with the Internal Revenue Service center,
Philadelphia, Pennsylvani~ 19255. Each payment shall be
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accompanied by a copy of the Form 8038 originally filed with
respect to each applicable series of 1993 Bonds and a state-
ment summarizing the determination of tl.e . amount to be paid to
the united states of America.
section 19. SALE OF THE 1993 BONDS. The 1993 Bonds shall be
issued and sold in such manner and at such price or prices consis-
tent with the provisions of the Act and the requirements of this
ordinance, all at one time or in installments, from time to time,
as the Issuer shall hereafter determine by resolution; provided
that the first installment shall be sold and delivered only in an
aggregate amount sufficient to effect the complete refunding pro-
gram described in section 3 of this ordinance; provided, further,
that no installment after the first installment shall be sold
unless, at the time of sale, the Issuer complies with all of the
requirements of section 16 R of this ordinance treating such
installment then being sold as if it constituted Additional Bonds.
hereunder.
section 20. CAPITAL APPRECIATION BONDS. For the purposes of
(i) receiving payment of the redemption price if a Capital Appre-
ciation Bond is redeemed prior to maturity, or (ii) receiving pay-
ment of a Capital Appreciation Bond if the principal of all Bonds
is declared immediately due and payable under the,provisions of the
ordinance, or (iii) computing the amount of the Maximum Bond
service Requirement and of Bonds held by the registered owner of a
capital Appreciation Bond in giving to the Issuer or the Trustee
any notice, consent, request or demand pursuant to the Ordinance
for any purpose whatsoever, the principal amount of a Capital
Appreciation Bond shall be deemed to be its Accreted Value.
section 21. MODIFICATION OR 1\MENDMENT. No material modifica-
tion or amendment of this Ordinance or of any ordinance or resolu-
tion amendatory hereof or supplemental hereto may be made without
the consent in writing of (i) the insuror under any insurance
policy of the Issuer then in force which insures against nonpayment
of principal of and redemption premium, if applicable, and interest
on, the Bonds, and (ii) the Registered Owners of two-thirds or more
in the principal amount of the Bonds then outstanding; providing,
however, that no modification or amendment shall permit a change in
the maturity of the Bonds or reduction in the rate of interest
thereon or in the amount of the principal obligation thereof or
affecting the promise of the Issuer to pay the principal of and
interest on the Bonds as the same shall become due from the Pledged
Revenues or reduce the percentage of Registered Owners required to
consent to any material modification or ameridment hereof Mithout
the consent in writing of any in~uror and of all Registered Owners;
provided further, however, that no such modification or amendment
shall allow or permit any acceleration of the payment of principal
of or interest on the Bonds upon any default in the payment thereof
whether or not the insuror and Registered Owners consent thereto.
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section 22. DEFEASANCE AND SUBROGATION. (a) If, at any time,
the Issuer shall have paid, or shall have made provision for pay-
ment of, the principal, interest and redemption premiums; if any,
with respect to the" Bonds, then, and in that avent, the pledge of
and lien on the Pledged Revenues and all covenants herein in favor
of the Bondholders shall be no longer in effect. For purposes of
the preceding sentence, deposit of Federal Securities or bank cer-
tificates of deposit fully secured as to principal and" interest by
Federal Securities (or deposit of any other securities or invest-
ments which may be authorized by law from time to time and suffi-
cient under such law to effect such a defeasance) in irrevocable
trust with a banking institution or trust company, for the sole
benefit of the Bondholders, in respect to which such Federal
Securities or certificates of deposit, the principal and interest
received will be sufficient to make timely payment of the principal
of, interest on, redemption premiums, if any, expenses and any
other obligations of the Issuer incurred with respect to the out-
standing Bonds, shall be considered "provision for payment".
Nothing herein shall be deemed to require the Issuer to call any of
the outstanding Bonds for redemption prior to maturity pursuant to
any applicable optional redemption provisions, or to impair the
discretion of the Issuer in determining whether to exercise any
such option for early redemption.
(b) In the event any of the principal and redemption premium,
if applicable, and interest due on the Bonds shall be paid by an
.insuror pursuant to an insurance policy which insures against non-
payment thereof, the pledge of the Pledged Revenues and all cove-
nants, agreements and other obligations of the Issuer to the
Registered Owners to whom or for the benefit of whom the insuror
has made such payments, shall continue to exist and the insuror
shall be subrogated to the rights of such Registered Owners to the
full extent of such payments.
section 23. PUBLICATION OF NOTICE OF REFUNDING. within
thirty (30) days after the delivery of the 1993 Bonds, the Issuer
shall cause to be published one time in a newspaper published and
of general circulation in the city of Clearwater, Florida, and a
financial journal published or circulated in the Borough of
Manhattan, City and State of New York, a notice of the advance
refunding of the Refunded Bonds.
section 25. SEVERABILITY OF INVALID PROVISIONS. If anyone
or more of the covenants, agreements or provisions herein contaIned
shall be held contrary to any express provisions of law or contrary
to the policy of express law, though not expressly prohibited, or
against public policy, or shall for any reason whatsoever be held
invalid, then such covenants, agreements or provisions shall be
null and void and shall be deemed separable from the remaining
covenants, agreements or provisions and shall in no way affect the
validity of any of the other provisions hereof or of the Bonds
issued hereunder.
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, 's~ction2S.' SUPPLEMENTAL RESOLUTIONS. The Issuer may, by
supplemental resolution fix the remaining fiscal details of the
Bonds' and set forth any provisions required in order to obtain
municipal bond insurance. Pursuant to such supplemental resolution
the. Issuer may. make such covenants as it may determine to be
appropriate with any, financial institution that shall agree to
insure the Series 1993 Bonds. Such covenants shall be binding on
. the Issuer and the holders of the Series 1993 Bonds the same as if
such covenants were set forth in full in this ordinance.
section 26. REPEALING CLAUSE. All ordinances or resolutions
or parts thereof of' the Issuer in conflict with the provisions
herein contained are, to the .extent of such conflict, hereby
superseded and repealed.
section 26. EFFECTIVE DATE.
effect immediately upon its passage~
section 27. PUBLIC NOTICE. Notice of the proposed enactment
of this Ordinance has been properly advertised in a'newspaper of
general circulation In 'accordance with Chapter 166~041, Florida,
statutes. .
This Ordinance shall take
PASSED ON FIRST READING
April 1
., 1993
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PASSED ON SECOND READING'
AND FINAL READING AND
ADOPTED AS AMENDED.
" 1993
Mayor-Commissioner'
Attest:
City Clerk
Approved as to Form,
Sufficiency and Correctness:
City Attorney
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EXHIBIT A
ESCROW DEPOSIT AGREEMENT
This ESCROW DEPOSIT AGREEMENT, dated as of ,
1993, by and between the CITY OF CLEARWATER, FLORIDA, a municipal
corporation of the state of Florida (the "Issuer"), and
, a rlational banking association organized
under the laws of the United States of Ameri.ca, as Escrow Holder
(the "Escrow Holder");
WIT N E SSE T H
HHEREAS, the Issuer has previously authorized and issued
obligations of the Issuer as hereinafter set forth defined as the
URefunded Bonds", as to which the Aggregate Debt Service (as
hereinafter defined) is set forth on 'Schedule A; and
WHEREAS, the Issuer has determined to provide for payment of
the Aggregate Debt Service of the Refunded Bonds by depositing with
the Escrow Holder pursuant to the provisions hereof, cash and
Federal Securities, the principal of and interest on which will be
at least equal to such sumi and
WHEREAS, in order to obtain the funds needed for such purpose;
the Issuer has authorized and is, concurrently with the delivery of
this Agreement, issuing certain Revenue Bonds more fully described
herein; and
WHEREAS, the Issuer has determined that the amount to be on
deposit from time to time in the Escrow Account, as defined herein,
will be sufficient to pay the Aggregate Debt Service;
NOW THEREFORE, in consideration of the mutual covenants and
agreements herein contained, the Issuer and the Escrow Holder agree
as follows:
section 1. Definitions. As used herein, the following terms
mean:
(a) "Aggregate Debt Servicell means, as of any date, the sum
of all present and future Annual Debt Service payments then
remaining unpaid with respect to the Refunded Bonds.
(b) "Agreement" means this Escrow Deposit Agreement.
(c) "Annual Debt Service" means, in any year, the principal
of, premium, if any, and interest on the Refunded Bonds coming due
in such year as shown on Schedule A attached hereto.
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(d) "Bonds" or "Series 1993 Bonds" means the Water and Sewer
Refunding Revenue Bonds, Series 1993, of the Issuer, authorized by
the Ordinance, as herein defined.
(e) "Call Date" shall have the meaning set forth in the
Redemption Resolution.
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(f) "Escrow Account" means the account established and held
by the Escrow Holder pursuant to this Agreement, in which cash and
investments will be held for payment of the Refunded Bonds and the
Expenses.
(g)
"Escrow Holder" means
, Florida.
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(h) "Escrow Requirement" means; as of any date of calcula-
tion, the sum of an amount in cash and principal amount of ~ederal
Securities in the Escrow Account which, together with the interest
due on the Federal Securities, will be sufficient to pay, as the
installments thereof become due, the Aggregate Debt Service and to
pay when due all Expenses then unpaid.
( i) "Expenses" means the expenses ( incl uding contractual
obligations incurred with respect to the Refunded Bonds) set forth
on Schedule B attached hereto and hereby made a part hereof.
(j) "Federal Securities" means direct obligations of the
uni ted states of America and obligations the principal of or
interest on which are fully guaranteed by. the United States of
America, none of which permit redemption prior to maturity at the
option of the obligor.
(k) "Issuer" means the city of Clearwater, Florida.
("l) "Ordinancell means ordinance No.
the governing body of the Issuer on
and supplemented from time to time,
Bonds and the Agreement.
, duly enacted by
, 1993, as amended
authorizing the Series 1993
(m) "Paying Agent" shall mean the Paying Agent for the
Refunded Bonds.
(n) "Redemption Resolutionll means a resolution adopted by the
Issuer which provides for redemption of certain of the Re~unded
Bonds on the Call Date, irrevocably instructs the Escrow Holder to
give notice of such redemption and directs the paying agent for the
Refunded Bonds to pay the Refunded Bonds and the interest thereon
upon surrender thereof at maturity or on their Call Date, whichever
is earlier.
(0) "Refunded Bonds" means the Water and Sewer Revenue Bonds,
Series 1988A, and the Water and Sewer Revenue Bonds, Series 1988B.
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(p) "Verification Report'" means the
, dated
the accuracy of the schedules prepared by
Section 2 . Deposit of Funds. The Issuer hereby deposits
$ with the Escrow Holder in immediately available funds,
to be held in. irrevocable escrow by the Escrow Holder and applied
solely as provided in this Agreement. The Issuer represents that:
report prepared by
, verifying
(a) such funds are all derived as follows:
(1) $
(2) $
the payment
from the net proceeds of the Bonds,
transferred from the funds held for
of the Refunded'Bonds; and
(3) $
from other funds of the Issuer.'
(b) Such funds, when applied pursuant to section 3 below,
will at least equal the Escrow Requirement as of the date hereof.
section 3. Use and Investment of Funds. The Escrow Holder
acknowledges receipt of the sum described in section 2 and agrees:
. (a) to hold the funds in irrevocable escrow during the term
of this Agreement,
(b) to deposit the sum of $
Account,
in cash in the Escrow
(c) to immediately invest $ of such funds by the pur-
chase of the Federal Securities set forth on Schedule C-1 attached
hereto, and to immediately invest $ of such funds by the
purchase of the Federal Securities set forth on Schedule C-2,
(d) to reinvest, upon receipt thereof, any maturing principal
and interest of such Federal securities required to be reinvested
pursuant to Schedule D,
(e) to deposit in the Escrow Account, as received, the
receipts of maturing principal of and interest on the Federal
Securities in the Escrow Account.
section 4. pav.ment of Refunded Bonds and Expenses.
(a), Refunded Bonds. On each interest payment date for the
Refunded Bonds, the ,Escrow Holder shall pay to the Paying Agent for
the~Refunded Bonds, from the cash on hand in the Escrow Account, a
sum sufficient to pay that portion of the Annual Debt Service for
the Refunded Bonds coming due on such date, ,as shown on Schedule A.
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(b)' Expenses. On each of the due dates as shown on
~chedule B, the Escrow Holder shall pay the portion of the Expenses
coming due on such date to the appropriate payee or payees desig-
nated on 'Schedule B.
(c) Surplus. On each interest payment date for the Refunded
Bonds, after making the payments from the Escrow Account described
in subsections 4(a) and (b), the Escrow Holder shall pay to the
Issuer any remaining cash in the Escrow Account in excess of the
Escrow Requirement, to be used for any lawful purpose of the
Issuer . Notwithstanding the foregoing, such payments shall be made
only if the Verification Report provides,for such withdrawal.
(d) Priority of Payments. The holders of the Refunded,Bonds
shall have an express first lien on 'the funds and Federal Securi-
ties in the Escrow Account until such funds and Federal Securities
are used and applied as provided in this Agreement. If the cash on
hand in the Escrow Account is ever insufficient to make the
payments required under Subsection 4 (a), all of the payments
required under, Subsection 4(a) shall be made when due before any
payments shall be made under Subsections 4(b) or 4(c).
section 5. Reinvestment.
(a) Except as provided in section 3 hereof, and in this
section, the Escrow Holder shall have no ,power or duty to invest
any funds held under this Agreement or to sell, transfer or other-
wise dispose of or make substitutions of the Federal Securities
held hereunder.
(b) At the request of the Issuer and upon compliance with the
conditions hereinafter stated, the 'Escrow Holder shall sell,
transfer, otherwise dispose of or request the redemption of any of
the Federal Securities acquired hereunder and shall either apply
the proceeds thereof to the full discharge and satisfaction of the
Refunded Bonds' or substitute other Federal securities for such
Federal Securities. The Issuer will not request the Escrow Holder
to exercise any of the powers described in the preceding sentence
in any manner which would cause any Bonds to be "arbitrage bonds"
within the meaning of the Internal Revenue Code of 1986, as
amended, and the Regulations thereunder. The transactions may be
effected only if (i) an independent certified pUblic accountant
shall certify that the cash and principal amount of Federal
Securities remaining on hand after the transactions are completed,
together with the interest due 'thereon, will be not less than the
Escrow Requirement, and (ii) the E~crow Holder shall receive an
unqualified opinion from a nationally recognized bond counselor
tax counsel to the effect that the transactions will not cause such
Bonds to be "arbitrage bonds" within the meaning of the Internal
Revenue Code of 1986, as amended, and the regulations thereunder in
effect on the date of the transactions and applicable to obliga-
tions issued on such date. '
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section 6. No Redemption or Acceleration of Maturity. Except
as provided in the Redemption Resolution, the Issuer will not
accelerate the maturity or due date of the Refunded Bonds~
section 7. Responsibilities of Escrow Holder. The Escrow
Holder and its respective successors, assigns, agents and servants
shall not be held to any personal lia~ility whatsoever, in tort,
contract, or otherwise, in connection with the execution and
delivery of this Agreement, the establishment of the Escrow
Account, the acceptance of the funds deposited therein, the
purchase of the Federal Securities, the retention of the Federal
Securities or the proceeds thereof or any payment, transfer or
other application of money or securities by the Escrow Holder in
any non-negligent act, non-negligent omission or non-negligent
error of the Escrow Holder made in good faith in the conduct of its
duties. The Escrow Holder shall, however, be liable to the Issuer
for its negligent or willful acts, omissions or errors. which
violate or fail to comply with the terms of this Agreement. The
duties and obligations of the Escrow Holder shall be determined by
the express provisions of this Agreement. The Escrow Holder may
consult with counsel, who mayor may not be counsel to the Issuer,
and in reliance upon the opinion of such counsel shall have full
and complete authorization and protection in respect of any action
taken, suffered or omitted by it in good faith in accordance
therewith. Whenever the Escrow Holder shall deem it necessary or'
desirable that a matter be proved or established prior to taking,
suffering or omitting any action under this Agreement, such matter
may be deemed to be conclusively established by a certificate
signed by an authorized officer of the Issuer.
section 8. Resignation of Escrow Holder. The Escrow Holder
may resign and thereby become discharged from the duties and
obligations hereby created, by notice in writing given to the
Issuer and published once in a newspaper of general circulation
published in the territorial limits of the Issuer, nnd in a daily
newspaper of general circulation or a financial journal published
or circulated in the Borough of Manhattan, city and State of New
York, not less than sixty (60) days before such resignation shall
take effect. Such resignation shall take effect immediately upon
the appointment of a new Escrow Holder hereunder.
section 9. Removal of Escrow Holder.
, (a) The Escrow Holder may be removed at any time by an
instrument or concurrent instruments in writing, executed by the
holders of not less than fifty-one per centum (51%) in aggregate
principal amount of each issue of Refunded Bonds then outstanding,
such instruments to be filed with the Issuer, and notice in writing
given by such holders to the original purchaser or purchasers of
the Refunded Bonds and published once in a newGpaper of general
circulation published in the territorial limits of the Issuer, and
in a daily newspaper of general circulation or a financial journal
A-5
'published or circulated in the Borough of Manhattan,' city and state
of New York, not less than sixty (60) days before such removal is
to take effect as stated in such instrument or instruments. A
photographic copy of any instrument filed with the Issuer under the
provisions of this paragraph shall be delivered by the Issuer to
the Escrow Holder.
'/
(b) The Escrow Holder may also be removed at any time for any
breach of trust or for acting or proceeding in violation of, or for
failing to act or proceed in accordance with, any provisions of
this Agreement with respect to the duties and obligations of the
Escrow Holder, by the Issuer or by the holders of not less than
twenty-five per centum (25%) in aggregate principal amount of the
Refunded Bonds then outstanding.
(c) No such removal shall take effect until a successor
Escrow Holder shall be appointed hereunder.
Section 10. Successor Escrow Holder.
(a) If at any time hereafter the Escrow Holder shall resign,
be removed, be dissolved or otherwise become incapable of acting,
or shall be taken over by any governmental official, agency,
department or board, the position of Escrow Holder shall thereupon
become vacant. If the position of Escrow Holder shall become
vacant for any of the foregoing reasons or for any other reason,
the Issuer shall appoint a successor Escrow Holder to fulfill the
duties of Escrow Holder hereunder. The Issuer shall publish notice
of any such appointment once in each week for four (4) successive
weeks in a newspaper of general circulation published in the
territorial limits of the Issuer and in a daily newspaper of
general circulation or a financial journal published or circulated
in the Borough of Manhattan, city 'and state of New York, and,
before the second publication of such notice shall mail a copy
thereof to the original purchaser or purchasers of the Refunded
Bonds.
(b) At any time within one year after such, vacancy shall have
occurred, the holders of a majority in principal amount of each
, issue of Refunded Bonds then outstanding, by an instrument or
concurrent instruments in writing, executed by all such bondholders
and file'd with the governing body of the Issuer, may appoint a
successor Escrow Holder, which shall supersede any Escrow Holder
theretofore appointed by the Issuer. Photographic copies of each
such instrument shall be delivered promptly by the Issuer, to the
predecessor Escrow Holder and to the Escrow Holder so appointed by
the bondholders. '
(c) If no appointment of a successor Escrow Holder shall be
made pursuant to the foregoing provisions of this section, the
holder of any Refunded Bonds then outstanding, or any retiring
Escrow Holder may apply to any court of competent jurisdiction to
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appoint a successor Escrow Holder. Such court may thereupon, after
such notice, if any, as such court may deem proper and prescr~be,
appciint a successor Escrow Hol~er.
Section 11. Term. This Agreement shall commence upon its
execution and delivery and shall terminate when the Refunded Bonds
have been p'aid and discharged in accordance with the proceedings
authorizing the Refunded Bonds, and all amounts held by the Escrow
Holder hereunder have been appli~d in accordance herewith. .
Section 12. Severability. If anyone or more of the cove-
nants. or agreements provided in this Agreement on the part of the
Issuer or the Escrow Holder to be performed should be determined by
a court of competent. jurisdiction to be contrary to law, such
, covenant or agreements herein contained shall be null and void and
shall be severed from the remaining covenants and agreements and
shall in no way affect the validity of the remaining provisions of
this Agreement. .
Section 13. Counterparts.. This Agreemen~ may be executed in
several counterparts, all or any of which shall'be regarded for all
purposes as duplicate originals and shall constitute and be but one
and the same instrument.
Section 14. Governina Law. This Agreement shall be construed
under the laws of the state of Florida.
Section 15. Security for Accounts and Funds. All accounts
and funds maintained or held pursuant to this Agreement shall be
continuously secured in the same manner as other' deposits of
municipal funds are required to be secured by the laws of Florida.
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. EXHIBIT B
[FORM OF CURREwr INTEREST BOND]
No. R- $'
UNITED STATES OF AMERICA
STATE OF FLORIDA
COUNTY OF PINELLAS
CITY OF CLEARWATER
WATER AND SEWER REFUNDING REVENUE BOND, SERIES 1993.
,MATURITY DATE:
INTEREST RATE:
DATED DATE:
CUSIP:
Registered Owner:
principal Amount:
KNOW ALL MEN BY THESE PRESENTS, THAT THE CITY OF CLEARWATER,
FLORIDA (the "Issuer" or the "city"), for value received, promises
to pay to the order of the Registered Owner identified above, or
registered assigns, on the Maturity Date identified above, the.
principal Amount shown above, solely from the revenues hereinafter
mentioned and to pay solely from such revenues, interest on said
sum from the date of this Bond or from the most recent interest
payment date to which interest has been paid, at the Rate of
Interest per annum set forth above until the payment of such
Principal Amount, such interest being payable on 1, 199 ,
and semiannually thereafter on June 1 and December 1 of each year.,
The principal of and premium, if any, on this Bond are payable upon
the presentation and surrender hereof at the principal office of
(the "paying Agent"), in
, Florida, or at the office designated for such payment
of any successor thereof. The interest on this Bondi when due and
payable" shall be paid by check or draft mailed to the Registered
Owner, at his address as it appears on the Bond Register, at the
close of business on the 15th day of the month (whether or not a
business day) next preceding the interest payment date (the "Record
Date"), irrespective of any transfer of this Bond subsequent to
such Record Date and prior to such interest payment date, unless
the Issuer shall be in default in payment of interest due on such
interest payment date. In the event of any such default, such
defaulted interest shall be payable to the 'person in whose name
such Bond is registered at the close of business on a special
record date for the payment of defaulted interest as established by
notice mailed by the Registrar to the Registered Owner not less
than fifteen days preceding such special record date. Such notice
, shall be mailed to the person in whose name such Bond is registered
at the close of business on the fifth (5th) day preceding the date
B-1
"
of mailing. All amounts due hereunder shall be payable in any coin
or currency of the united states of America, which is, at the time
of payment, legal tender for the payment of public or private
debts.
The Bonds of this issue [shall not be) (shall be) subject to
redemption prior to their maturity at the option of the Issuer.
(Insert optional or Mandatory Redemption P~ovisions)
Notice of such redemption shall be given in the manner
required by the ordinance described below.
This Bond is a Current Interest Bond and is one of an
authorized issue of Bonds in the aggregate principal amount of
$ of like date, tenor and effect, except as to number,
date, maturity, interest payment dates, interest rate and redemp-
tion provisions, issued to finance the cost of refunding the city's
outstanding Water and Sewer Revenue Bonds, Series 19BBA, and Water
and Sewer Revenue Bonds, Series 198BB (collectively, the "Refunded
Bonds") pursuant to the authority of and in full compliance with
the Constitution and laws of the State of Florida, including
particularly Chapter 166, Part II, Florida Statutes, Ordinance No.
3674-84, enacted on August 2, 1984, as amended and supplemented,
particularly as supplemented by Ordinance No. duly enacted
by the Issuer on , 1993, as amended and supplemented
(collectively, the "ordinance"), and is subject to all the terms
. and conditions of such Ordinance. All capitalized undefined terms
used herein shall have the meaning set forth in the Ordinance.
This Bond and the issue of Bonds of which it is a part, are
special obligations of the Issuer payable solely from and secured
by an irrevocable lien upon and pledge of the net revenues derived
by the Issuer from the operation of its water and sewer system (the
"System) (hereinafter referred to as the "Pledged Revenues"), on a
parity with the Issuer's Water and 'Sewer Revenue Bonds, Series
1984, and Water and Sewer Revenue Bonds, Series' 1988, remaining
outstanding after the refunding of the Refunded Bonds (the "Parity
Bonds"), all in the manner provided in the Ordinance.
This Bond does not constitute a general indebtedness of the
Issuer, or a pledge of the faith, credit or taxing power of the
Issuer, the state of Florida or any political subdivision thereof,
nor shall the Issuer be obligated' (1) to exercise its ad valorem
taxing power or any other taxing power..in any form on any real or
personal,property in the Issuer to pay the principal of the Bonds,
the interest thereon or other costs incident thereto or (2) to pay
the same from any other funds of the Issuer, except from the
Pledged Revenues, in the manner provided herein and in the
Ordinance. It is further agreed between the Issuer and the
Registered Owner of this Bond that this Bond and the indebtedness
evidenced hereby shall not constitute a lien on the System or any
B-2
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other property of the issuer, but shall constitute a lien only on
the Pledged Revenues, in the manner provided in the Ordinance.
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If the date for payment of the principal of, premium, if any,
or interest on this Bond shull be a Saturday, Sunday, legal holiday
or a day on which banking institutions in the city where the
corporate trust office of the paying agent is located are
authorized by law or executive order to close, then the date for
such payment shall be the next succeeding day which is not a
Saturday, sunday, legal holiday or a day on which such banking
insti tutions are authorized to close, and payment on such date
shall have the same force and effect as if made on the nominal date
of payment.
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,
In and by the Ordinance, the Issuer has covenanted and agreed
that it will fix, establish and maintain such rates and collect
such fees, rentals and other charges for the services and
facilities of the System and revise the same from time to time
whenever necessary, as will always provide Gross Revenues in each
Fiscal Year sufficient to pay the Cost of Operation and Maintenance
of the System in such Fiscal Year, one hundred fifteen percent
(115%) of the Bond Service Requirement becoming due in such year on
the Parity Bonds,on the outstanding Bonds and on all outstanding
Additional Bonds, plus one hundred percent (100%) of all reserve
and other payments required to be made pursuant to the Ordinance
and has entered into certain further covenants and agreements
respecting the Bonds, as to which reference is made to the
Ordinance.
The Issuer may deem and treat the Registered Owner hereof as
the absolute owner hereof' (whether or not this Bond shall be
overdue) for the purpose of receiving payment of or on account of
principal hereof and interest due hereon and for all other
purposes.
It is hereby certified and recited that all acts, conditions
and things required to exist, to happen and to be performed pre-
cedent to and in the issuance of this Bond exist, have happened and
have been performed in regular and due form and time as required by
the laws and Constitution of the State of Florida applicable
thereto, and that the issuance of the Bonds of this issue does not
vitilate any constitutional or statutory limitations or provisions.
Subject to the provisions of the Ordinance' respecting
registration, this Bond is and has all the qualities and incidents
of a negotiable instrument under the Uniform Commercial Code-
Investment Securities of the State of Florida.
The 1993 Current Interest Bonds are issued in the form of
fully registered bonds without coupons in denominations of $5,000
or any integral multiple of $5,000. Subject to the limitations and
B-3
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upon payment'of the charges provided in the Ordinance, 1993 Current
Interest Bonds may be exchanged for a like aggregate Principal
Amount of Bonds of the same maturity of other authorized
denominations. This Bond is transferable by the Registered Owner
hereof in person or by his attorney duly authorized in writing, a~
the above-mentioned off ice of the Registrar, but only in the
manner, subject to the limitations and upon payment of the charges
provided in the Ordinance, and upon surrender and cancellation of
this Bond.
Upon such transfer a new Bond or Bonds of the'same maturity
and Rate of Interest, and of authorized denomination or
denominations, for the same aggregate Principal Amount will be
issued to the transferee in exchange therefor at the earliest
practicable time in accordance with the provisions of the
ordinance. Bonds may be transferred upon the registration books
upon delivery to the Registrar of the Bonds, accompanied by a
written instrument or instruments of transfer in form and with
guaranty of signature satisfactory to the Registrar, duly executed
by the Registered owner of the Bonds to be transferred or his
attorney-in-fact or legal representative, containing .written
instructions as to the details of the transfer of such Bonds, and
if the transferee is a trust, the social security number or federal
employer identification numbers of the settlor and beneficiaries of
the trust, the federal employer identification number and date of
the trust and the name of the trustee. The Issuer or the Registrar
may charge the Registered owner of such Bond for every such
transfer of a Bond an amount sufficient to reimburse them for their
reasonable fees and any tax, fee, or other governmental charge
required to be paid with respect to such transfer, and may require
that such charge be paid before any such new Bond shall be
delivered.
This Bond shall not be valid or become obligatory for any
purpose or be entitled to any benefit or security under the
Ordinance until it shall have been authenticated by the execution-
by the Registrar of the certificate of authentication endorsed
hereon.
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IN. WITNESS WHEREOF, the city of Clearwater, . Florida , has
~ssued this Bond. and has caused the same' to be signed by the:rnanual
or1facsimilesignature of its Mayor-commissioner and city ~anag~r,
and attested.by its city Clerk and,its seal o~ facsimile thereof to'
be affixed,' impressed,. imprinted, lithographed or reproduced
hereon,' all as of 1 the day of, ' 1993. .
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CITY OF CLEARWATER, FLORIDA
(SEAL)
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(manual or facsimile)
Mayor-commissioner
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(manual or facsimile}
city Manager,
ATTESTED:
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(manual or facsimile)
city Clerk
'Approved as, to Form, Sufficiency
. 'and Correctness:
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(manual or facsimile)
, ci ty A t'corney
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CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds issued under ~he provisions of
the'within mentioned Ordinance.
Registrar, as Authenticating
Agent
Date of Authentication:
By (Manual Siqnature)
Authorized Officer
~SSIGNMENT AND TRANSFER'
For value received the und~rsigned hereby sells, assigns and
transfers unto
,(Please insert social security or other identifying
number of transferee)
the attached bond of the city of Clearwate~, Florida, and does
hereby constitute 'and appoint
" att,orney, to transfer the said Bond on the books kept for
registration thereof, with full power of substitution in the
premises.
Date
Signature Guaranteed by
[member
firm of the New York stock
E~change or a commercial
bank or a trust company.]
By: (manual signature)
Title:
No transfer will be registered
'and no new Bonds will be issued
in the name of the Transferee,
unless the signature to this
assignment corresponds with the
name as it appears upon the
face of the within Bond in
every particular, wi thout , '
alteration or enlargement or
any change whatever and the
Social Security or Federal
Employer Identification Number
of the Transferee is supplied.
[BOND COUNSEL bPINION]
(END OF FORN OF CURRENT INTEREST BOND]
8-6
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No. CABR-
[FORM OF CAPITAL APPRECIATION BOND]
. Principal Value
at Issuance:
$ per
$5,000 Maturity
Amount
UNITED STATES OF AMERICA
STATE OF FLORIDA
COUNTY OF PINELLAS
CITY OF CLEARWATER'
WATER AND SEWER REFUNDING REVENUE BOND, SERIES 1993
MATURITY DATE:
APPROXIMATE
YIELD TO
MATURITY:
DATED DATE:
CUSIP:
Registered Owner:
Maturity Amount:
KNOW ALL MEN BY THESE PRESENTS, THAT THE CITY OF CLEARWATER,
FLORIDA (the "Issuer" or the "ci ty"), f,or value received, promises
to pay to the order of the Registered Owner identified above on the
Maturity Date identified above, the maturity Amount identified
above, solely from the revenues hereinafter mentioned. The Original
principal Amount identified above will accrete from the Date of
Original Issue at the approximate Annual Yield identified above
(subject to the rounding of the Accreted Values), compounded on
, 199 , and on each June 1 and December 1 thereafter.
The Accreted Value will be paid at maturity (or upon earlier
redemption) but only upon presentation and surrender of this Bond,
provided that at maturity or upon earlier redemption hereof, the.
Accreted Values (per $5,000 Maturity.Amount) as set forth in the
Table of Accreted Values shall determine the total amount due (per
$5,000 Maturity Amount) to the date or maturity or redemption.
Both principal of, premium, if any, an interest on this Bond are
payable in any coin or currency of the united states of America
which at the time of payment is legal tender for the payment of
public or private debts. The Accreted Value of this Bond shall be
payable upon presentation and surrender hereof on the maturity Date
or the .date fixed for redemption at the corporate trust office of
. (the II Pay ing Agent II ) in
, Florida, or at the. office designated for such
payment of any successor thereof.
The. Bonds of this issue [shall not be] [shall be] SUbject to
redemption prior to their maturity at the option of the Issuer.
B-7
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(Insert optional or Mandatory Redemption Provisions)
Notice of such redemption shall be given in the manner
required by the Ordinance described below.
This Bond is a Capital Appreciation Bond and is one of an
authorized issue of Bonds in the aggregate principal amount of
$ of like date, tenor and effect, 'except as to number,
date, maturity, interest payment dates, interest rate and redemp-
tion provisions, issued to finance the cost of re~unding the city's
outstanding Water and Sewer Revenue Bonds, Series 19BBA, and Water
and Sewer Revenue Bonds, Series 198BB (collectively, the "Refunded
Bondsll) pursuant to the authority of and in full compliance with
the Constitution and laws of the state of Florida, including
particularly Chapter 166, Part II, Florida statutes, ordinance No.
3674-B4, enacted on August 2, 1984, as amended and supplemented,
particularly as supplemented by Ordinance No. duly enacted
by the Issuer on , 1993, as amended and supplemented
(collectively, the 1l0rdinance"), and is subject to all the terms
and conditions of such Ordinance. All capitalized undefined terms
used herein shall have the meaning set forth in the Ordinance.
This Bond and the issue of Bonds of which it is a part, are
special obligations of the Issuer payable solely from and secured
by an irrevocable lien upon and pledge of the net revenues derived
by the Issuer from the operation of its water and sewer system (the
"System) (hereinafter referred to as the "Pledged Revenuesll), on a
parity with the Issuer I s Water and Sewer Revenue Bonds, Series
1984, and Water and Sewer Revenue Bonds, Series 1988, remaining
outstanding after the refunding of the Re'funded Bonds (the IIparity
Bondsll), all in the manner provided in the Ordinance.
This Bond does not constitute a general indebtedness of the
Issuer, or a pledge of the faith, credit or taxing power of the
Issuer, the State of Florida or any political subdivision thereof,
nor shall the Issuer be obligated (1) to exercise its ad valorem
taxing power or any other taxing power in any form on any real or
personal property in the Issuer to pay the principal of the Bonds,
the interest thereon or other costs incident thereto or (2) to pay
the same from any other funds of the Issuer, except from the
Pledged Revenues, in the manner provided herein and in the
Ordinance. It is further agreed between the Issuer and the
Registered Owner of this Bond that this Bond and the indebtedness
evidenced hereby shall not constitute a lien on ~he System or any
other property of the issuer, but shall constitute a lien only on
the Pledged, Revenues, in the manner provided in the Ordinance.
If the date for payment of the principal of, premium, if any,
or interest on this Bond shall be a Saturday, Sunday, legal holiday
or a day on which banking institutions in the city where the
corporate ,trust office of the paying agent is located are
authorized by law or executive order to close, then the date for
8-8
.'!."
~ . ~
such payment shall' be the next succeeding day which is not a
Saturday, sunday, legal holiday or a day on which such banking
institutions are authorized to close, and payment on such date
.shall have the same force and effect as if made on the nominal date
of payment.
In and by the Ordinance, the Issuer has covenanted and agreed
that it will fix, establish and maintain such rates and collect
such fees, rentals and other charges for the services and
facilities of the System and revise the same from time to time
whenever necessary, as will always provide Gross Revenues in each
Fiscal Year sufficient to pay the Cost of Operation and Maintenance
of the System in such Fiscal Year, one hundred fifteen percent
(115%) of the Bond Service Requirement becoming due in such year on
the Parity Bonds,on the outstanding'Bonds and on all outstanding
Additional Bonds, plus one hundred percent (100%) of all reserve
and other payments required to be made pursuant to the Ordinance
and has entered into certain further covenants and agreements
respecting the Bonds, as to which reference is made to the
Ordinance.
The Issuer may deem and treat the Registered Owner hereof as
the absolute owner hereof (whether or not this Bond shall be
overdue) for the purpose of receiving payment of or on account of
principal hereof and interest due hereon and for all other
purposes.
It is hereby certified and recited that all acts, conditions
and things required to exist, to happen and to be performed pre-
cedent to and in the issuance of this Bond exist, have happened and
have been performed in regular and due form and time as required by
the laws and Constitution of the state of Florida applicable
thereto, and that the issuance of the Bonds of thi~ issue does not
violate any constitutional or statutory limitations or provisions.
Subject to the prov~s~ons of the Ordinance respecting
registration, this Bond is and has all the qualities and incidents
of a negotiable instrument under the Uniform Commercial Code-
Investment Securities of the state of Florida.
The 1993 Capital Appreciation Bonds are issued in the form of
fully registered bonds without coupons in Maturity Amounts of
$5,000 or any integral multiple of $5,000. Subject to the
limitations and upon payment of the charges provided in the
ordinance, 1993 Capital Appreciation Bonds may be exchanged for a
like aggregate Maturity Amount of Bonds of the same maturity of
other authorized denominations. This Bond is transferable by the
Registered Owner hereof in person or; by his attorney duly
authorized in writing, at the above-mentioned office of the
Registrar, but only in the manner, subject to the limitations and
upon payment of the charges provided in the ordinance, and upon
surrender and cbncellation of this Bond.
B-9
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Bonds may be' transferred upon the registration books' upon
delivery to the Registrar of the Bonds, accompanied by a written
instrument or instruments of transfer in form and with guaranty of
signature satisfactory, to . the Registrar,' duly' executed by the
Registered owner of the Bonds to be transferred or his attorney-in-
fact or legal representative, containing written instructions as to
the.details of the transfer of such Bonds, and if the transferee is
a' trust, the social security number or fede~al employer,
identification numbers of the settlor and beneficiaries of the
trust, the federal employer identification number and date of'the
'trust and the name of the trustee. The Issuer or the Registrar may
charge the Registered owner of such Bond for every such transfer of
a Bond an amount sufficient to reimburse them ,for their reasonable
fees and any tax, fee,' or other governmental charge required to'be
paid with respect to such transfer, and may require that such
charge be paid before any such new Bond shal~ be delivered.
This Bond shall not be valid or become obligatory for any
purpose or be entitled to any, benefit or security under the
Ordinance until it shall have been authenticated by the execution
by the Registrar of the certificate of authentication endorsed
hereon. .
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'IN WITNESS WHEREOF, the City of' Cle'arwate~, Florida~ has
, issued this Bond and,has'caused the same to be signed by the manual
or facsimile signature of its Mayor-commissioner and city Manager,
and attested'by its city Clerk and its 'seal or facsimile thereof to
be affixed, impressed, imprinted, lithographed or reproduced
hereon, all as of the day of , 1993.
CITY OF CLEARWATER, FLORIDA
( SEAL)
(manual or facsimile)
Mayor-Commissioner
(manual or facsimile)
city Manager
ATTESTED:
(manual or facsimile)
city Clerk ;
Approved as to Form and Correctness:
. ,
(manual or facsimile)
city Attorney
CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds issued under the provisions of'
the within mentioned ordinance.
Registrar, as Authenticating
Agent '
Date of Authentication:
By (Manual Siqnature)
Authorized Officer
,
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ASSIGNMENT AND TRANSFER
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For'value,received the undersigned hereby,sells, assigns and
transfers unto
, (Please insert social security or other identifying
number of transferee)
the attached bond of the city of Clearwater, Florida, and does
hereby constitute and appoint
, attorney, to transfer the said Bond on the books kept for
registration thereof, with full power of substitution in the
premIses.
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Signature Guaranteed by .
[member
firm of the New York Stock
Exchange or a commercial
'bank or a'trust'company.]
'By: (manual signaturel
Title:
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No transfer will pe registered
and no new Bonds will be issued
in the name of the Transferee,
unless the signature to this
ass ignrnent corresponds with the
name as. it appears upon the
face of the within Bond in
every ,particular, without
alteration or enlargement or
any change whatever and the
Social . security or . Federal
Employer Identification'Number
of the. Transferee is supplied.
[SCHEDULE OF COMPOUNDED AMOUNTS]
[BOND COUNSEL OPINION]
[END OF FORM OF CAPITAL APPRECIATION BOND]
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RESOLUTION NO. 93-26
A RESOLUTION AUTHORIZING THE NEGOTIATED SALE OF $
CITY OF CLEARWATER, FLORIDA, WATER AND
SEWER REFUNDING REVENUE BONDS, SERIES 1993; AWARDING THE
SALE THEREOF TO SMITH BARNEY, HARRIS UPHAM & CO.
INCORPORATED, SUBJECT TO THE TERMS AND CONDITIONS OF A
PURCHASE CONTRACT i PROVIDING FOR THE ISSUANCE OF THE
SERIES 1993 BONDS IN BOOK-ENTRY-ONLY FORM AND AUTHORIZING
EXECUTION OF A LETTER OF REPRESENTATION WITH THE DEPOSI-
TORY TRUST COMPANY IN CONNECTION THEREWITH; AUTHORIZING
THE DISTRIBUTION OF A PRELIMINARY OFFICIAL STATEMENT AND
AN OFFICIAL STATEMENT IN CONNECTION WITH THE DELIVERY OF
THE BONDS; APPOINTING A PAYING AGENT AND REGISTRAR;
APPOINTING AN ESCROW AGENT; PROVIDING CERTAIN OTHER
MATTERS IN CONNECTION WITH THE ISSUANCE AND DELIVERY OF
SUCH BONDS; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City of Clearwater, Florida (the "Issuer"), has
by Ordinance No. 3674-84 enacted by the Issuer on August 2, 1984,
as amended and supplemented, and ordinance No. 5355-93, enacted on
April 15, 1993 (collectively, the "Ordinance"), authorized the
issuance of not to exceed $57,000,000 city of Clearwater, Florida,
Water and Sewer Refunding Revenue Bonds, Series 1993 (the lISeries
1993 Bonds"); and
WHEREAS, the proceeds of the Series 1993 Bonds are to be used
to (i) provide funds necessary to refund the Issuer's outstanding
Water and Sewer Revenue Bonds, Series 198BA and the Issuer's out-
standing Water and Sewer Revenue Bonds, Series 1988B (collectively,
the "Refunded BondsU) and (ii) pay certain costs of issuance of the
Series 1993 Bonds; and
WHEREAS, the Issuer has received an offer from Smith Barney,
/ Harris Upham &' Co. Incorporated (the "Underwriter") to purchase the
Series 1993 Bonds, subject to the terms and conditions contained
herein and set forth in a Purchase Contract, a copy of which is
attached hereto as Exhibit f1A" (the Ilpurchase ContractU); and
WHEREAS, the Issuer now desires to issue its Series 1993
Bonds, to sell its Series 1993 Bonds pursuant to the Purchase
Contract, to authorize the distribution of a Preliminary Official
statement and an Official statement in connection with the issuance
of the Series 1993 Bonds and to take certain other actions in
connection with the issuance and sale of the Series 1993 Bonds; and
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WHEREAS, the Issuer has been provided all applicable
disclosure information required by section 218.385, Florida
statutes, a copy of which is attached to the purchase contract; and
WHEREAS, this resolution shall constitute a supplemental
resolution under the terms of the Ordinance and all capitalized
undefined terms used herein shall have the meanings set forth in
the ordinance;
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NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF CLEARWATER, FLORIDA:
SECTION 1. The issuance of $ of the Series 1993
Bonds by the city is hereby approved upon the terms and conditions
set forth in the Ordinance.
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SECTION 2. It is in the best interest of the Issuer and the
residents and inhabitants thereof that the Series 1993 Bonds be
issued utilizing a pure book-entry system of registration. In
furtherance thereof, the Issuer authorizes the execution and
delivery of a Letter of Representation with The Depository Trust
Company in substantially the form attached hereto as Exhibit "B"
and the Mayor and the city Clerk are hereby authorized to execute
and deliver the Letter of Representation with such changes,
insertions and omissions as shall be approved by the officers of
the Issuer executing the same.
SECTION 3. Due to the willingness of the Underwriter to
purchase $ in aggregate principal amount of the
Series 1993 Bonds at favorable interest costs and the importance of
timing in the marketing of such obligations it is hereby determined
that it is in the best interest of the public and the Issuer to
sell the Series 1993 Bonds at a negotiated sale and such sale to
the Underwriter pursuant to the terms and conditions contained in
the Purchase Contract and herein is hereby authorized and approved.
f .
SECTION 4. The Series 1993 Bonds are hereby sold to the
Underwriter, upon the terms and conditions set forth in the
Purchase contract attached hereto as Exhibit "AU and incorporated
/' by reference. The Mayor and the city Clerk are hereby authorized
to execute such Purchase contract in substantially the form
attached as Exhibit "A", with such additional changes, insertions
and omissions therein as do not change the substance thereof and as
may be approved by the said officers of the Issuer executing the
same, such execution to be conclusive evidence of such approval.
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SECTION 5. The Series 1993 Bonds shall be dated, shall bear
interest payable at the times, shall mature and shall be subject to
redemption as provided in the Purchase contract. The use of the
proceeds of the Series 1993 Bonds, shall be as provided in the
Official statement relating to the Series 1993 Bonds.
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SECTION 6. The Series 1993 Bonds shall be issued under and
secured by the Ordinance and shall be executed and delivered by the
Mayor, the city Manager and the city Clerk in substantially the
form set forth in the Ordinance, with such additional changes and
insertions therein as conform to the provisions of the Purchase
Contract and such execution and delivery shall be conclusive
evidence of the approval thereof by such officers.
SECTION 7. First Union National Bank of , Florida is hereby
appointed Paying Agent and Registrar for tha series 1993 Bonds.
SECTION B. First union National Bank of Florida is hereby
appointed as Escrow Agent under the Escrow Deposit Agreement.
SECTION 9. On the date of issuance of the Series 1993 Bonds,
the Issuer may transfer the funds on hand in the various funds and
accounts established for the Refunded Bonds in such manner as may
be approved by a certificate of the Finance Director executed prior
to or simultaneously with the issuance of the Series 1993 Bonds.
SECTION 10. The distribution by the Underwriter of the
Preliminary Official Statement is hereby approved, confirmed and
ratified. The distribution of a final Official statement of the
Issuer relating to the issuance of the series 1993 Bonds is hereby
approved, such final Official statement to be in substantially the
form attached hereto as Exhibit c, with such additional changes,
insertions and omissions as may be made and approved by officers of
the Issuer executing the same, such execution to be conclusive
evidence of any such approval. The Mayor and the city Manager are
hereby authorized to execute such Official statement in substan-
tially the form attached to the Purchase Contract. The execution
of such Official statement by such officers is hereby approved with
such additional changes, insertions and omissions as may be made
and approved by such officers.
/
SECTION 11. The purchase of municipal bond insurance from
AMBAC Indemnity corporation ("AMBAC") to irrevocably guarantee the
payment of principal and interest on the Series 1993 Bonds is here-
by authorized.
SECTION 12. All prior resolutions of the Issuer inconsistent
with the provisions of this resolution are hereby modified, supple-
mented and amended to conform with the provisions herein contained
and except as otherwise modified, supplemented and amended hereby
shall remain in full force and effect.
SECTION 13. The Mayor, the city Manager, the Finance
Director, the city Attorney and the City Clerk or any other
appropriate officers of the Issuer are hereby authorized and
directed to" execute any and all certifications or other instruments
or documents required by the Resolution, the Purchase contract, the
Escrow Deposit Agreement or any other document referred to above as
3
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~ prerequisite or precondition to the issuance of the Series 1993
Bonds and any such representation'made therein shall be deemed to
be made an behalf of the Issuer. All action taken 'to date. by the
officers of the, Issuer in furtherance of the issuance of the Series
1993 Bonds is hereby approved, confirmed and ratified.
SECTION 14. This resolution shall
immediately, upon its adoption.
Passed and adopted by the city comm1:ssion' of the city of
~learwater, Florida, . this day of April, 1993.
become
effective
( SEAL)
By:
Mayor
ATTEST:
city. Clerk
Approved 'as to form and
correctness:
.City Attorney
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Attention: Gf'llcrnl Coullsel:>; Ornce
The Depository Trust Compan)'
$5 \\'tltl~r Street: .J9th Floor
Nt'\\' York. NY lO041-00H9
He:
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II~Mll' Dl'sl'ripliulIl
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, Ladles and Gentlemen:
This (eUL'r sets forth our nnderstulldin~ with respl'cl to certain maUe'rs relating lo the
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/ above-relerelll:cd isslle (the "Bonds"). Ag{~lll will nd ;L'i tnlstcc. pu)ing agcllt. nscal agent, or other
(
llgl'nt of Issller wHh respect to the Bonds, The B()ncl~ \\ill be issued (ll\l:sn:lnt to a tmst indenture.' .
hond resolution, or otherSllch d'ocullIenl authorizing lh(' issllance or t,he" Bonds date~l
, 109_ (the "Dn~lllllent").
("Ulllh'rwrih~r"l
Is disllibuting the ilonds lhrongh The Deposilo/)' Tl11st Company (nDTC"),
..
To IlldlJ(.'c DTC 10 accept III<.' Bonds ll'\ di~ihle filr d('posit al DTC, and to act in nccurdancc
with Hi; Rilles \\'I~h respect In the Bonds, Iss,lIc,r lllH( Agclll. II' 11Il)', make the ful\6wlng
rcpwsenlnlloJ1s 10 DTC: '
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, 1. Prior to dosing 011 th(' 130nds on' , 1 ml_. there shall hl' deposited \vith
DTC ()Jll' Bond c('rtillt'lltl' registered in tht, 1U111\t' or DTC's 1l01llhll'l'. Cede & Co., fill' each stated
lIullllril\' or IhL' BOllds III lhl' fal'l' allwlInts set forth Oil Sclit'dulc A hert'to, lhe lotnl of which
n"[lrt'st:IlIS JOO~ or IhL' prilldpallllllOllllt of' s\I(.'h Bonds, I r. 11l.l\\'c\'cr, the aggregate principal
amount of any lIlatlll;ly f.'xt't'cds $1.50 lIIilliol1, olle c('rtincale \\;11 he Issued with respect to t>llCh
$150 million of PI.illdpal alllOunt ,and an additional certiOcl1te \\;11 he issued with respect to 1\11)'
remain!flg prilldpaJ llIJ1Olmt. Eat.''' ,SU50 mlllioll Bond certiHcate shall hear the following legend:
. .
Unless this cel1il!calc is im'sl'ntcd by an authorized representative orThe Deposito')' Tntst
Company. a New York Cl)'1JOmtiol1 ("DTC"), to Issuer or its agclh for registration of tnmsfer,
e.'\dmngc, 01' PH)1lll'llt, and nn)' ccrtiflcate issued is fC'hristered In the llatHe of Cede & Co. or In
such other name as is requested hyan authorized reprcselltativc of DTC (and 1111)' payment is
made to Cede & Co. or to such other entity IL'i is recluested by an authorized representative of
DTC), ANY TRANSFEH, PLEDGE. O~ OTHER USE HEREOF FOR VALUE OR
OTHERWISE BY OR TO ANY PERSON IS WRONGPUL inasll1uch as the registered
C)\\!J1er hen:'of. Cede & Co.. IULe; an interest herein.
2. In the ('\'cnt of any solidtation of consents from or \'oting hy holders of the Bonds, Issuer or
Agent shall estahlish a record <fatl' for such pUI1Joses (with no pro\'ision fur re\'ocation of l'Ol1sents or
\'otes by sllbsClIIICllt holdt'rs) and shall. to the extent possible, send notice of such record date to
DTC not less than 1.5 calendar days in ad\'llncc of such record. date. ,
:I: In the event of:\ Ii III or partial rl'dl>n~ption or an ,,(!\rance relilllc!ing of pmt of the outstanding
Bonds. IsslIcr or Agent shall send a notice to DTC speci~illg: (1\) the amount ofthc redemption or
refunding; (b) in thL' ClL'ie of a refunding. the matutily date(s) established under the refunding; aud
, (c) the date SlIch notice is to bemailedlobeneficialo\\.nC.rs or published (the "Puhlication Date").
Such notice shall be st'nl to DTC by a seeure means (e.g... Il'gihle telecopy. registered or certified
mail, ovel'llight deli\'ery) in a limely manner designed to assure that stich notice is in DTC's
possession no later than tile close of busincss on the busincss da)' before the Publication Date.
Issuer or Agent shall filtward such notice either in a separate Sl'cme transmission for each CUSIP
IIlllnber or in a securc transmission 101' multiple CUS II' numhers (if applicable) which includes a
lllanifest or list of each CUSIP submitted ill thaI tnmsmission. (The party sending such notice shall
I"we 11 method to \'clify subsequently the IJse of slIl.'h meuns unci the lilllcliness of such notice,) The
Publication Date shall be not less than 30 da)'s nor more than 60 days prior to the redemption date
or, in the t'IL'ie of' an ad\'llJlce refunding. the date that the proceeds arc deposited in escrow,
4. III the event of an inviiatiDn tD tender the Bonds. notice hy Issller or Agent to Bondholders
>spcd(\ing lh," terlllS of lhe tender ami the Ptlblimtioll Date of such noliee ~I,mll he sent to DTC by a
secure llleans in the lllauner set forth in lhe preceding Paragraph,
5. All notices 1,1IId pa>lllC'nl nchdl't'ssent ,to DTC shall contailllhe CUS IP number of the Bonds.
6. Notices to DTC pursuant to Paragraph 2 hy tclt'copy shall he sent to DTe'i Heorganizalion
Department at (212) 70B-oAHG or (212) 70B-G897. ami rcceipt of such notices shall be
, COllnn])('c! by lelephoning (212) 70B-fiS70. Notic('s to DTC plll'stlanlto Pllntgraph 2 by mail or by
am' other means shall he SC'llllo;
Sllper\'isor: Prm:y
Heorglllli znl ion Depart 1I1l' III
TIle Depository Trust Company
i I IllJlll\'f'l' Sqllare: 23rd Floor
Nl'W York, NY lO004-2GW5
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~'lanager; Reorgulli7.ation Department
Rcorgani7.atiol1 \ Vindow
The DcpositOlY Trust Company
7 1-I1\I10\'('r Square; 23rd Floor
New York. NY lO004~2G95
9. Tmnsactlons In the ~ol1ds shall he eligible for ncxt.day rllmls settlement in DTC's Next-Day
Vun(ls Settlement ("NDFS") system. "
A, Interest payments shall he received by Cede & Co., ns nominee of DTC, or its reglsterea
assigns in ne.'\(t-t1a)" fllnds 011 each payment date (or the equl\'nlent In ncconhU1ce with
existing urrangements between Isslleror Agent amI DTC), stich pa)111ents shall he made
payable to the order or Cede & Co. Absent allY oth('r existing arrangements such
pa~lnents shall be addressed as follows:
Mnnnger: Cash Reccipts
Dhidcnd Department
The Depository Trust Company
7 HurlO\'er S(!'lUrc: Nth Floor
New York, NY 10004-2G95
B. Principal payments shall he received by Cede & Co., IL'i Ilominee of DTC, or its registered
lIssigns 'II ncxt-dll)' funds 011 e:lt'h parmeut date (or the eqllimlent in accordance with
existing arrangements Iwlweell l1islIt'r m Agent and DTC), Such payments shall he made
payahle 10 the .ordcr ol'Ccdc & Co., and shall he addressed il" 1()lId\vs:
N D FS Hcdl'mptiol1 Department
The Depositor)' Tmst Company
.55 WaleI' Street; .5Oth Floor
N c\\' York. NY 100.11.(}09U
10, [:>TC may, direct 1 SSller or Agl'lll lo liSt' allY otlwr telephone 1lllluber or address as the
nllmher or lIddn.'ss to which lIolil'l's or pa~1Hellls ofinlerL'st or plillcilla] may he sent.
11. 11I,the C\"l'nt or II rede1l1plioll. acceleratioll, or illlY other similar tnmsacliOll (l!,g., temler mllde
allt! lIcl'l'pted.ill response 1I~ Isslwr's or Agent's imitu!iol\) Ill'l'cssitating a reduction in the aggregate
plinci[lal umollut of Bonds outstanding or an ad\'ance rl'l'lImlillg or pmt or the Bonds outstanding,
DTC. hi its discrl'lillll: (a I may reqlll'sl IS5m'r or Agent 10 isslle and lluthenticate a' new Bond
l'crtilll'lllc. or (!Jllllar muke all appropriale llola/jOIl 011 rill' Bond Cl>ltjfkute IlldkHHng the date nnd
. amount or sllch mdm:lioll in pl'ind(lul (,Xl'l'pt in Ill(' case or IInal Illaturity, ill which case the
l'l'liil1mtl' "ill he preS{'lIll'd to IS~jlll'f or Age,nt pdor to pll~ll1l'l1tlf rCII\1ired.
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12. In tht> t'\:~nt .that Issuer detenlliJll's that hcileOt'ial O\\11erS of Bonds shall he ahle to obtain
ccrtiOcated Bonds. Issuer or Agent shall noti(\' DTC of the ll\'nllahillly or Bond certilicntps. In such
e\'ent. Issuer or Agent shall isslIe. transfer. and exchnnge Bond ccrtmciltes ill appropriate alllounts,
ll'i required hy DTC nncl others.
13. DTC ma)' dis(.'ontlnue llro\;ding its scnil,:es as securities deposito!)' vvilh respect to the
Bonds l~t nn)' time by g!\ing rCllsollnble notice to Issuer or'/~gent (nt whiC'h tilllc DTC will conAnn
with Issuer or Agent the aggregate prlnclpalulIlollill of Bonels olltsta.nding), Under such
circumstances, al DTC's reqllest Issuer and Agent shallcooperute r\llly witll DTC by tnking
approprii\te action to makc available one or mort' separate eertiO~atcs e\iue'i\cing Bonds to .any
DTC Pnrticipant IIl\\ing Bonds c.'reuited to Its DTC accounts,
14. Nothing Iwrein shaIl he deemed to rcqufre Agent to advance fimds on bt'lll~f or Issuer.
~
A". If Ihen! b 111I Agentlus dl'Oned In this Leller nf
RepresClIlllllml~l. l\gl'nt Il~ \\'dlll~ Isml;'r lIlllst SIWl thl~
lA.'ltl'r. If there is lUi l\gent. In signing Ihl~ Lclll'r I"~ller
ltsdf umwrtlll<l's Ii, perli,"" uJl flflht' nhllgallom !It't 1l)J1h
herein, '
B. Under Huk'S (If the ~llInfdp;d SI'(,'lIrllil'S Ullk'lIllu,ing
Board n.'lullng III "glKxl dl.ll\1.'r...... II 1l111tlidp;d st'l.'urillt's
delder lI11l~t be IIbll.' in tk.tl'mll11t~ the tLtll.tlmtlll1otk,: of II
ll;uti.d l,dl liT of IU\ 1U.r. ~Ult'l' relillldlng 111' II pm1uf IUI i'i.~lle i~
J1"hll~hl.'l1 (the "J1ubllmtion lblt'''). The l'Slllhll~llIlll.'lItllr
sll~h l\ pllbllmllon lLlll' i~ 1IlIdn'5.",-,d In Par.~tr.lph 3 or Ihl' ,
Ll.'ltl.'r... .
,G. .Sdlt'dull' B WIIIIIIIIS .~llltl'IIWIII.~ dllll DTC !Jdlt'n'.~
, 11l't'Lmtd,' descrllx.' DTC. the Illethod lIr dlrtting hook-
t'lIln' tnU'L~f(.~ or 5(.'(.llIilit'S dl~billl1tl'd II1IUllgh DTC, 1\1ll1
(,'(,rtiun 11.'llItt'lllllUlll.'r.;. . .
Very ~l1flr yours.
lImier)
B)':
IAlllhurlll'll Oml'l'r'~ Sl!t',.ltllr~l'
(A~('nll
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I r\ rrlltl1rii':l!d om,'!'r:. SJI!IIHIIIW>
Rec:eived and Accepted: .
THE DEPOSITORY TRUST CO~IPANY
By:
(:\lllhllrl~I't1 om~w)
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SCHEDULE B
SAMPLE OFFICIAL STATEMENT LANGUAGE
DESCRIBING BOOK-ENTRY-ONLY ISSUANCE
(Prepared by DTC..bracketed material may be applicable only to certain Issues)
/
1. The Depository Trust Company ("DTC"), New York, NY, will act as securities depository for t~e securities (the
"Securities"). The Securities will be Issued as fully-registered securities registered in the name of Cede & Co. (DIC's
partnership nominee). One fully-registered Security .certificate will be issued for [each issue on the Securities, [each] in
the aggregate principal amount of such issue, and will be deposited with DTC. (ff, however, the aggregate principal
amount of [anyj issue exceeds $150 million. one certificate will be Issued with respect to each $150 million of principal,
amount and an additional certificate will be issued with respect to any remaining principal amount of such issue.1
,
2. DTC is a limited-purpose trust company organized under the New York Banking Law, a "banking organlzallon"
within the meaning of the New York Banking Law. a member of the Federal Reserve System, a "clearing corporation"
within the meaning of the New York Uniform Commercial Code. and a "clearing agency" registered pursuant to the
provisions of Section 17 A of the Securities Exchange Act of 1934. DTG holds securities that its participants
("Participants") deposit with DTe. DIC also facilitates the selllement among Participants of securities transactions,
such as transfers and pledges, in deposited securities through electronic computerized book-entry changes In .
Participants' accounts, thereby eliminating the need for physical movement of securities certificates. Direct.
Participants include securities brokers and dearers, banks, trust companies, clearing corporations, and certain other
organizations. DIG is owned by a number of its Direct Participants and by the New York Stock Exchange, Inc., the
American Stock Exch~mge, Inc., ,and the ~ational Association of Securities Dealers, Inc. Access to the DTC system Is
also availabre to others such as securities brokers and deaters, banks. and trust companies that clear through or
maintain a custodial relationship with a Direct Participant, either directly or Indirectly ("Indirect Participants"), The Rules
applicable to DTG and its Participants are on file with the Securities and Exchange Commission.
3. Purchases of Securities u~der the DTC system must be made by or through Direct Participants, which will
receive a credit for the Securities on DTe's records, The ownership interest of each actual purchaser of each Security
("Sanafidal Owner") is in turn to be recorded on IIle Direct and Indirect Participants" records. Seneficial Owners will
not receive written confirmation from DTG 01 their purchase. but Beneficial Ovmers are expected to receive written
confirmations providing details of the transaction. 'as well as periodic statements of their holdings, from the Direct or
Indirect Participant through which the Beneficial Owner entered into the trallsaction. Transfers of ownership interests
in the Securities are to be accomplished by entries made on the books of Participants acting on behalf of Beneficial
Owners. Beneficial Owners wm not receive certificates representing their ownership interesls in Securities, except in
the event Ihat use of the book:entry system for the Securities is discontinued.
4. To facilitate subsequent transfers, all Securities deposited by Participants with DIC are regislered in the name of
DTe's partnership nominee, Cede & Co. The deposit of Securities with DIG and their registration in the name of Cede
& Co. effecl no change in beneficial ownership. DTC has no knowledge of the aclual Beneficial Owners of the
. Securities; DTC's records reflect only the Identity 01 the Direct Participants to whose accou~ts such Securilfes are
credited, which mayor may not be the Beneficial Owners. The Participants will remain responsible for keeping
account of their holdings on behalf of Iheir customers.
5. Conveyance 01 notices and other communications by DTC to Direct Pat1icipants, by Direct Participants to
Indirect Participants. and by Direct Participants and Indirect Pnrticipants 10 Beneficial Owners will be governed by
mrangements am?ng 111em, sublecllo any statulory or regulatory requirements as may be in effeCI from lime to lime.
16. Redemption nOlices shall be sent to Cede & Co. If less than all 01 the Securitios within an issue are being
redeemed. DTC's proclice is to delermne by fattha mnaunt" of the Interest of ea~h Direct Participant in such issue to
be redeomed,1
7. Neither DTC nor Cede & Co. will consont or vole with respecllo Securities. Urlder its usual procedures, OTC
mails an Omnibus Proxy 10 Ihe Issuor uS soon as possihle nf~er Ihe record dote. The Omnibus Proxy as;l,lgns Cede &
Co:s consenting or voling lights to lhose Dlrecl Participnnls 10 whose accounts Ihe Securities are credited on the
record dnle (idenlifiedln a Iisllng ollnchod to the Omnibus Proxy),
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. PartIcipants' accounts on payable date in accordance wllh their respeCtive holdings shown on DTC's records unless
DIC has reason to believe that it will not receive payment on payable date~ Payments by ~articipanl~ to Beneficial . .
'Owners wiUbe governed by standing Instructions and customary practices. as is Ihe case ":,,lth securities held for the
accounts of customers in bearer form or registered In :'streel name..' and' will be the responSibility of such Participant
and not 'of DIC, the Agent, or the Issuer. subject to any statutory or regulatory requirements as may be in effect from'
lime to time, Payment of principal a~d interest to DIC is the responsibility of the Issuer or the Agent. disbursement of
such payments to Direct Participants shall be,the responsibility of DTe, and disbursement or such payments to the
Beneficial OWners shall be the responsibility or Direct and Indirect P~rticipants.
, ,
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{g. A Beneficial Owner shall give notice to elect 10 have its Securities purchased or te.ndered, Ihrough its
. Participant, to Ihe rrender/Remarketlng] Agent. and shall eHect delivery of such Securities by causing' the Direct
, ' j'
Participant to transfer the Participant's interesi In the Securities, on DIG's records, to the rrender/Remarketing] Agent.
'The requirement for physical delivery of Securities in connection with a demand ror purchase or a mandatory
. .
purchase wll1 be deemed satisfied when tile ownership rights in the Securities are transferred by Direct Participants on
OTC's .records.]
,
, 10. DTC may discontinue providing its ~ervlces as securities depository with respect 10 the gecurities at any time
by giving reasonable notice ,to the Issuer or Ihe Agent. Under such circumstances. in the event that a successor
securities depository is not obtained, Security certificales are required to be printed and delivered. .
. .
11. The' Issuer may decide to discontinue use o~ the ~ystem or book-entry transfers through' DIG (or a successor
securities depository). In that event, Security certificates will be printed and delivered,
12. The information in tlJis section concerning OTC and DIC's book-entry system has been obtained from sources
that the lssu~r believes to be' reliable, but the Issuer takes n~ responsibility for the accuracy. thereof.
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$54;000,000*
CITY OF CLEARW ATER;,FLORIDA
WATER AND SEWER REFUNDING REVENUE BONDS
SERIES 1993
April _' 1993
PURCHASE CONTRACT
Mayor and City Commission
City of Clearwater
P.O. Box 4748
Clearwater, Florida 34618
Dear Ladies and Gentlemen:
The undersigned, Smith Barney, Harris Upham & Co., IncOlp~rated (the uUnderwriter,U),
offers to enter into this Purchase Contract with the City of Clearwater, Florida (the UCityll),
which, upon acceptance of this offer by the City, will be binding upon the City and upon the
Underwriter. This offer is made subject to written acceptance hereof by the City at or before
5:00 p.m., Eastern Daylight Savings Time, on the date hereof and, if not so accepted, will be
subject to withdrawal by the Underwriter upon notice delivered to the City at any time prior to
the acceptance hereof by the City.
1. Purchase and Sale. Upon the tenns and conditions and in reliance on the
. representations, warranties, covenants and agreements set forth herein, the Underwriter hereby
agrees to purchase from the City, and the City hereby agrees to sell and deliver to the
Underwriter, all (but not less than aU) of the aggregate principal amount of $54,000,000* City
of Clearwater, Florida, Water and Sewer Refunding Revenue Bonds, Series 1993 (the IIBondsll).
The Bonds shall he dated May 1, 1993. The purchase price for the Bonds .shall be
$ , (net of original issue discount of $ and Underwriter' discount of
$ ) plus accmed interest of $ on the Bonds from their dated date to the
date of the closing referred to in Paragraph 7 of this Purchase Contract (the uClosingll).
The Bonds shalJ be as described in and shall be issued and secured under the provisions
of Ordinance No. 3674-84 enacted by the City on August 2, 1984, as amended and
c l" ...,
supplemented (the Original Ordinancelt) and Ordinance No. _-93 cnacted by the City on
April_, 1993, as amended and supplcmented (the "Series 1993 Ordinance" and collectively,
with the Original Ordinance, the "Ordinancelt). The Bonds shall mature at the tim~s and in the
amounts and bear interest at the rates set forth in Appendix I hereto and shall be subject to
redemption prior to maturity as set forth in Appendix II hereto. The infonnation required by
Section 218.385(4), Florida Statutes, to be provided to the City by the Underwriter is set forth
in Appendix ill hereto.
.2. Delivery of Official Statement and Other Documents. (a) Prior to the date hereof,
the City shall have provided to the Underwriter for their review the Preliminary Official
Statement dated April_, 1993 (the ttpreliminary Official Statement It) that the City deems final
as of its date, except for certain omissions in connection with the pricing of the Bonds as
pennitted by Rule 15c2-12 of the Securities and Exchange Commission under the Securities
Exchange Act of 1934, as amended (the "RuleU). The Underwriter has reviewed such
Preliminary Official Statement prior to the execution of this Purchase Contract.
(b) With your acceptance hereof, you will deliver, at your expense, to the
Underwriter within seven (7) business days of the date hereof (or within such shorter period as
may be requested by the Underwriter in order to accompany any confinuation that requests
payment from any customer to comply with Rule G-32 of the Municipal Securities Rulemaking
Board) 1,000 copies of the Final Official Statement (or such lesser amount as may be mutually
agreed upon), dated the date hereof, together with all supplements and amendments thereto,
substantially in the fonn of the Preliminary Official Statement, with only sl.lch changes therein
as shall have been accepted by the Underwriter, signed on behalf of the City by the Mayor and
the City Manager.
(c) The Undenvriter shall give notice to the City on the date after which no
participating underwriter, as such tenn is defined in the Rule, remains obligated to deliver Final
Official Statements pursuant to paragraph (b)(4) of the Rule.
(d) At or prior to the Closing, the Underwriter sha]] file, or cause to be filed, the
Final Official Statement with a nationally recognized municipal securities infonnation repository.
(e) At Closing, the City shall deliver, or cause to be delivered, to the Underwriter
copies of the Ordinance, certified to by the City Clerk, all substantia]]y in the fonn heretofore
delivered to the Undcnvrite.r, with only such changes therein as agreed upon by the
Underwriter.
3. Representation of the Underwriter as to Authorily. The Underwriter has been
duly authorized to execute this Purchase Contract and have been duly authorized to act
hereunder.
4. Puhlic Orfering. The Underwriter agrees to make an offering of all the Bonds
at not in excess of the initial public offering prices or yields sct forth on the front page of the
2
Final Official Statement. The Underwriter reserves the right to make concessions to dealers and
to change such initial public offering prices as the Underwriter reasonably deems necessary in
. connection with the marketing of the Bonds. The City hereby authorizes the Underwriter to use
the Final Official Statement and the infonnation contained therein in connection with the offering
and sale of the Bonds and ratifies and confinns its authorization of the use by the Underwriter
prior to the date hereof of the Preliminary Official Statement in connection with such offering
and sale.
The Preliminary Official Statement, the Final Official Statement and any amendments or
supplements that may be authorized for use with respect to the Bonds are herein referred to
collectively as the "Official Statement. 11 .
5. Security Deposit. The Underwriter has delivered to the City a check for $540,000
payable to the order of the City. In the event the City does not accept this offer, such check
shall be returned immediately to the Underwriter. If the offer made hereby is accepted, the City
may cash the check and then retain that amount as a security deposit for the perfonnance by the
Underwriter of its obligation to accept and pay for the Bonds at the Closing. In the event of the
failure by the City to deliver the Bonds at the Closing, or if the City shall be unable to satisfy
or cause other parties to satisfy the conditions of the obligations contained herein, or if the
obligations of the Underwriter shall be terminated for any reason permitted by this Bond
Purchase Contract, the amount of such security deposit shall be immediately returned to the
Underwriter and the acceptance of such return shall constitute a full release and discharge of all
claims by the Underwriter arising out of the transactions contemplated hereby. In the event that
the Underwriter fails (other than for a reason permitted hereunder) to accept and pay for the
Bonds at the Closing (as hereinafter defined), such deposit shall be retained by the City as and
for full liquidated damages for such failure and for any defaults hereunder on the part of the
Underwriter, and such retention shall constitute a full release and discharge of all claims by the
City against the Underwriter arising out of the transactions contemplated hereby. In the event
that the Underwriter does not fail or default under the temlS of this Purchase Contract and the
check for $ is not cashed, such check shall be returned to the Underwriter at the
Closing.
6. City's Representations. Warranties and Agreements. By its acceptance hereof,
the City represents and warrants to and agrees with the Underwriter that, as of the date hereof:
(a) The City is duly and validly existing as a body corporate and
politic and as a municipal corporation of the State of Florida.
(b) The City has full legal right, power and authority to issue and sell
the Bonds as contemplated by the Ordinance, the Original Ordinance and the
Official Statement.
. (c) The City has full legal right, power and authority to enter into this
Purchase Contract, the Escrow Deposit Agreement to be dated April _' 1993
3
(the "Escrow Agreement") betwccn the City and ,
, Florida as escrow agent (the "Escrow Agent"), and to sell and
deliver the Bonds to the Underwriter as provided herein; by official action of the
City taken prior to or concurrently with the acceptance hereof, the Ordinance has
been duly enacted in accordance' with the Constitution and the laws of the State
of Florida, including the charter of the City (collectively the lIAct"); the
Ordinance and the Original Ordinance are in full force and have not been
rescinded; this Purchase Contract and the Escrow Agreement when executed by
the City will be duly authorized and delivered and will constitute the legal, valid
and binding obligations of the City enforceable in accordance with their tenus,
except as the enforcement thereof may be affected by bankruptcy, insolvency, or
other laws or the application by a court of equitable principles generally affecting
creditors' rights; and the City has duly authorized and approved the
consummation by it of all other transactions contemplated by the Ordinance and
the Original Ordinance, the Official Statement and this Purchase Contract to have
been perfonnoo or consummated at or prior to the date of the Closing.
(d) The execution and delivery of the Bonds, this Purchase Contract,
the Escrow Agreement, and the adoption and implementation of the Ordinance
and the Original Ordinance, and compliance with the obligations on the City's
part contained herein and therein, will not conflict with or constitute a material
breach of. or material default under the Act, or any federal or Florida
constitutional provision, law, administrative regulation, judgment, decree, loan
agreement, indenture, bond, note, ordinance, agreement or other instrument to
which the City is a party or to which the City or any of its properties or other
assets is otherwise subject, nor will any such execution, delivery, adoption,
implementation or compliance result in the creation or impOSition of any material
lien, charge or other security interest or encumbrance of any nature whatsoever
upon any of the properties or other assets of the City under the tenns of any such
provision, law, regulation, document or instrument, except ~s provided or
pennitted by the Bonds and the Ordinance and the Original Ordinance.
(e) All approvals, consents and orders of any governmental authority,
legislative body, board, agency or commission having jurisdiction which would
constiWte a condition precedent to or the absence of which would materiaJ]y
adversely affect the due perfoonance by the City of its obligations under this
Purchase Contrnct, the Ordinance, the Original Ordinance, the Escrow
Agreement, mld the Bonds have been, or prior to the Closing will have been,
duly obtained; provided, however, that this representation and warnmty does not
apply to such approvals, consents and orders as may be requh~d under the Blue
Sky or securities laws of any state in connection with the offering and sale of the
Bonds, or to sllch official action by the City which the Ordinance or the Original
Ordinance contcmplatcs is to be taken from time to time after thc Closing.
4
,)
.. .
'..
(t) The Bonds, when issued, registered and delivered in accordance
with the Ordinance and the Original Ordinance and sold to the Underwriter as
provided herein and in the Ordinance, will be valid and legally enforceable
obligations of the City in accordance with their tenus and the tenus of the
Ordinance and the Original Ordinance; and the Ordinance and the Original
Ordinance will provide, for the benefit, of the holders from time to time of the
Bonds, a legally valid and irrevocable first lien upon and pledge of the Net
Revenues (as defined in the Ordinance),' payable on a parity with the City's
Outstanding Water at1~ Sewer Revenue Bonds, Series 1984 (the "Series 1984
Bondslt) and Water and Sewer Revenue Bonds, Series 1988 (the "Series 1988
Bondsll and, collectively with the Series 1984 Bonds, the ttparity Bonds").
(g) The infonnation contained in the Official. Statement pertaining to
the City, the Bonds, the Ordinance, the Original Ordinance and the Escrow
Agreement was and is true and correct in aU material respects and does not
contain any untrue statement of a material fact or omit to state a material fact
which is necessary to make the statements therein, in the light of the
circumstances under which they were made, not misleading.
(h) Except as described in the Official Statement, there is no action,
suit, proceeding, inquiry or investigation, at law or in equity before or by any
court, governmental agency or public board or body, pending or, to the best
knowledge of the City, threatened:
(1) . Which may affect the existence of the City or the
titles of their officers to their respective offices;
(2) Which may affect or which seeks to prohibit,
restrain or enjoin the sale, issuance or delivery of ~he Bonds, or
the collection or disbursement of the Net Revenues to pay the
principal of and interest on the Bonds and premiums, if any, and
to make other payments under the Ordinance or the Original
Ordinance;
(3) Which in any way contests or affects the validity or
enforceability of the Bonds, the Ordinance, the Original
Ordinance, the Escrow Agreement or any of them;
(4) Which would cause the interest on the Bonds to be
included in the fedeml gross income of the holders of the Bonds;
or
(5) Which contests in any way the completeness or
accumcy of the Official Statement or which contests the powers of
5
/1
,
,.,
the City or any authority or proceedings for the issuance, sale or
delivery of the Bonds, or the due adoption of the Ordinance or the
exccution and delivery of this Purchase Contract, the Escrow
Agreement or any of them;
nor, to the best knowledge of the City, is there any basis therefor, wherein an
unfavorable dccision~ ruling or finding would materially adversely affect the validity or
enforceability of the Bonds, the Ordinance, the Original Ordinance the Escrow
Agreement or any of them, or this Purchase Contract.
(i) The City will furnish such infonnation, execute such instruments and take
such other action not inconsistent with law in cooperation with the Underwriter as the
Underwriter may reasonably request in order (i) to qualify the Bonds for offer and .sale
under the Blue Sky or other securities laws and regulations of such states and other
jurisdictions of the United States as the Underwriter may designate, and (ii) to determine
the eligibility of the Bonds for investment under the laws of such states and other
jurisdictions, and will use its best efforts to continue such qualifications in effect so long
as required for the distribution of the Bonds; provided that the City shall not be obligated
to qualify to do business or to take any action that would subject it to jurisdiction or
general service of process in any state or jurisdiction where it is not now so subject.
G) If between the date that the Official Statement becomes available and until
the earlier of (i) 90 days from the end of the tlunderwriting periodtl, as detennined in the
Rule, (an event the Underwriter is required to notify the City about pursuant to
Paragraph 2(c) above), or (ii) the time when the Official Statement is available to any
person from a nationally recognized municipal securities information repository, but in
no case less than 25 days following the end of the underwriting period, any event shall
occur which would or might cause the information contained in the Official Statement,
as then supplemented or amended, to contain any untrue statement of a material fact or
to omit to state a material fact required to be stated therein or necessary to make the
statements therein, in the light of the circumstances under which they were made, not
misleading, the City shall notify the Underwriter thereof, and if in the reasonable opinion
of the Underwriter such event requires the preparation and publication of a supplement
or amendment to the Official Statement, the City shall cooperate with the Underwriter
in supplementing ~r amending the Official Statement, the printing of which will be at
City expense, in such fonn and manner and at such time or times as may be reasonably
called for by the Underwriter.
i
1
r
j
1
!
(k) The City covenants to comply with the requirements of the Internal
Revenue Code of 1986, as amended (the "Cadell) in order to maintain the exclusion of
the interest 011 the Bonds from fedeml income taxation. These requirements include, but
arc not limited to, provisions which prescribe yield and other limits within which the
proceeds of the Bonds and other amounts arc to be invested and require that certain
6
investment earnings on the foregoing must be rebated on a periodic basis to the Treasury
Department of the United States.
(I) Except as disclosed in the Official Statement, the City neither is
nor has been in default at any time after December 31, 1975, as to principal or
interest with respect to an obligation issued or guaranteed by the City.
(m) The City has not been notified of any listing or proposed listing by the
Internal Revenue Sexvice to the effect that it is a bond issuer whose arbitrage
certifications may not be relied upon.
7. The Closing. At 10:00 a. m., Eastem Daylight Savings Time, on May _' 1993
(such date herein called the "Date of Closing"), or at such later time or on such later date as
may be mutually agreed upon by the City and the Underwriter, the. City shall, subject to the
tenns and conditions hereof, deliver the Bonds, bearing proper CUSIP numbers, in the definitive
fonn of one fully registered Bond for each stated maturity, duly executed and authenticated, to
the principal office of The Depository Trust Company in New York, New York. In addition,
at such time, on the Date of Closing, the City shall also deliver to the UndeIWriter, subject to
the tenus and conditions hereof, the other documents hereinafter mentioned. Subject to the
tenns and conditions hereof, the Underwriter shall accept delivery of the Bonds and pay the
purchase price of the Bonds as set forth in Paragraph 1 hereof in Federal Funds to the order of
the City (such delivery of and payment for the Bonds herein called the "Closing"). The amount
of the security deposit referred to in Paragraph 5 shall be offset by the Underwriter in its
payment for the Bonds if the check referred to in Paragraph 5 is cashed. If such check is not
cashed, it shall be returned to the Underwriter at the Closing. The Closing shall occur at such
place as shall have been mutually agreed upon by the City and the Underwriter. The Bonds
shall be in the name in which The Depository Tmst Company, or such other name or names as
the Underwriter shall request, and will be made available for inspection and checking by the
Underwriter at the offices of The Depository Trust Company, New York, New York, or at such
other place as shall be mutuaUy agreed upon, not lat~r than 10:00 a.m., Eastern Daylight
Savings Timc, on the second business day prior to the Closing.
8. Closing Conditions. The Underwriter is entering into this Purchase Contract in
reliance upon the representations, warranties and agreements of the City contained herein, and
in reliance upon the representations, warranties and agreements to be contained in the documents
and instnnnents to be delivered at the Closing, and upon the perfornlance of the covenants and
agreements herein, as of the date hereof and as of the date of the Closing. Accordingly, the
Undcrwriter's ohligations under this Purchase Contract to purchase, to accept delivery of and
to pay for the Bonds shall he conditioned upon the perfonllance of the covenants and agreements
to be perfonlled hereunder and under such other documents and instmments to be delivered at
or prior to the Closing, and shall also be subject to the following additional condilions:
7
(a) The representations and warranties of the City contained herein
shall be true, complete and correct on the date hereof and on and as of the Date
of Closing, as if made on the Date of Closing.
(b) At the date of execution hereof and at the Closing, the Ordinance
shall have been duly approved and adopted and the Escrow Agreement shall have
been duly authorized, executed and delivered by the City, shall be in full force
and effect, and shall not have been amended, modified or supplemented, except
to the extent to which the Underwriter shall have given its prior written consent
and there shall have been taken in connection therewith and in. connection with
the issuance of the Bonds all such action as, in the opinion of Bryant Miller and
Olive, P.A., Bond Counsel, and Schifino & Fleischer, P.A., Counsel for the
Underwriter, shall be necessary and appropriate hi connection with the
transactions contemplated hereby.
(c) At the Closing there will be no pending or threatened litigation or
proceeding of any nature seeking to restrain or enjoin the issuance, sale or
delivery of the Bonds, or the pledge, collection or application of the Net
Revenues to pay the principal of and interest on the Bonds or in any way .
contesting or affecting the validity or enforceability of the Bonds, the Ordinance,
the Original Ordinance the Purchase Contract or the Escrow Agreement or
contesting in any way the proceedings of the City taken with respect thereto, or
contesting in any way the due existence or powers of the City or the title. of any
of the members of the City Councilor officials of the City to their respective
offices and the Underwriter will receive the certificate of the Mayor and City
Manager of the City to the foregoing effect or an. opinion of M.A. Galbraith,
Esq., City Attorney, that any such litigation is without merit.
(d) There shall have been no material adverse change in the financial
condition of the City since September 30, 1992.
(e) At the Closing, the Underwriter shall receive the following
documents, each dated as of the Closing:
(i) An opinion of Bryant Miller and Olive, P.A., Bond
Counsel, substantially in the fann ilttached to the Official Statement as
Appendix liD";
(ii) An opinion of Bond Counsel, addressed to the Underwriter,
stating that the Underwriter may rely upon the opinion referred to in (i)
above as though addressed to them and to the effect that the infonnation
contained in the Official Statement under the hC<1.dings ,. Authority for'
Issuance", "Pul1lose of the Series 1993 Bonds", "Description of the Series
1993 Bondsu, "Security for the Series 1993 Bonds" and Appendix "c" -
8
ttSummary of Ccrtain Provisions of the Series 1993 Ordinance and the
Original Ordinance" (apart from any financial and statistical data
contained therein as to which no opinion or belief needs to be expressed),
insofar as such infonnation constitutes summaries of the Ordinance, the
Original Ordinance, the Escrow Agreement and the Bonds, such
statements are correct in all matcrial respects and present a fair and
accurate summary of the provisions purported to be summarized and the
infonnation contained in the Official Statement under the Section
captioned ttTax Exemption" is correct.
(Hi) An opinion, dated the date of the closing and addressed to
the Underwriter, of M.A. Galbraith, Esq., City Attorney, to the effect
that (i) this Purchase Contract and the Escrow Agreement have been duly
authorized, executed and delivered by the City and constitutes a legal,
valid, and binding agreement of the City in accordance with its tenns
except to the extent that the enforceability of the rights and remedies set
forth herein may be limited by bankruptcy, insolvency or other Jaws
affecting creditors' rights generally; (ii) the City has authorized, executed
and delivered the Official Statement; (Hi) nothing has corne to his attention
to lead him to believe that the infonnation in the Official Statement as to
legal matters relating to the City, 'the Bonds, the Ordinance, the Original
Ordinance and the Escrow Agreement is not correct in all material
rcspects or omits any statement which, in his opinion, should be included
or referred to therein and, in addition, such counsel shall state that, based
upon his participation in the preparation of the Official Statement as City
Attorney and without having un~ertaken to detennine independently the
accuracy, completeness or fairness of the statements contained in the
Official Statement (except to the extent expressly set forth in this
Subparagraph (Hi)), as of the date of the Closing nothing has come to his
attention causing him to believe that (A) the material contained in the'
Official Statement as to the City as of its date contained any untrue
statement of a material fact or omitted to state a material fact required to
be stated therein or necessary to make the statements therein, in the light
of the circumstances under which they were made, not misleading (except
for the financial and statistical infonnation contained in the Official
Statement as to all of which no view need be expressed), or (B) the
material contained in the Official Statement as to the City (as
supplemented or amended pursuant to Pamgraph G> of Section 6 hereof,
if applicable) as of the date of the Closing contains any untrue statement
of a material fact or omits to state a material fact required to be stated
therein or nccessary to make the statements therein, in the light of the
circumstances under which they were made, not misleading (except as
aforesaid); (iv) to the' best of his knowledge the City is not in material
brcnch of or material default under any applicable constitutional provision,
9
t '
law or administrative regulation of the State or the United States or any
applicable judgment or decree or any loan agreement, indenture, bond,
note, material ordinance, 'material agreement or other material instrument
to which the City is a party or to which the City or any of its property or
assets is otherwise subject, and no event has occurred and is continuing
that with the passage of time or the giving of notice, or both, would
constitute a default or event of default under any such instrument; and the
execution and delivery of the Bonds, this Purchase Contract, the Escrow
Agreement and the adoption of the Ordinance and the Original Ordinance
and compliance with the provisions on the City's part contained therein,
will not conflict with or constitute a material breach of or default under,
any constitutional provision, law, administrative regulation, judgment,
decree, loan agreement, indenture, bond, note, ordinance, agreement or
other instmment to which the City is 'a party or to which the City or any
of its property or assets is otherwise subject, and any such execution,
delivery, adoption or compliance will not result in the creation or
imposition of any lien, charge or other security interest or encumbrance
of any nature whatsoever upon any of the property or assets of the City
under the tenus of any such law, regulation or instrument,' except as
expressly provided by the Bonds, the Ordinance, the Original Ordinance
or the Escrow Agreement; (v) the City has the right and power under the
Act to adopt the Ordinance and the Original Ordinance and the Ordinance
and the Original Ordinance have been, duly and lawfully adopted by the
City, are in full force and effect and constitute the legal, valid and binding
obligations of the City, enforceable in accordance with its tenns, subject
to applicable bankruptcy, insolvency and similar laws affecting creditors'
rights genernlly and subject, as to enforceability, to the exercise of judicial
discretion in accordance with general principles of equity (regardless of
whether enforcement is sought in a proceeding in equity or at law) and 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 no
other authorization is required for the City to adopt the Ordinance and the
Original Ordinance; (vi) to the best of his knowledge, there is no action,
suit, proceeding, inquiry or investigation at law or in equity before or by
any court, government agency, public board or body, pending or
threatened against or affecting the City, nor is there any basis for any such
action, suit, proceeding, inquiry or investigation, wherein an unfavorable
decision, nIling or finding would have a materially adverse effect upon the
trnnsactions contemplated by the Official Statement or the validity of th~
Bonds, the Ordinance, the Original Ordinance, the Escrow Agreement or
this Purchase Contract, except as described in the Official Statement; and
(vii) all authorizations, consents, approvals and reviews of governmental
bodies or regulatory authorities then required for the City's adoption,
execution or perfonnancc of the Bonds, the Ordinance, the Original
10
f
f
Ordinancc, the Escrow Agreement and this Purchasc Contract have been
obtained or effected and, to the best of his knowledge, he IUls no reason
to believe that the City will be unable to obtain or effect any such
additional authorization, consent, approval or review that may be required
in the future for perfonnance of any of them by the City; and, in addition,
he shall give his opinion to the same effect as set forth under the caption
"Litigationrt in the Official Statement.
(iv) A certificate, dated the Date of Closing, signed by the
Mayor, the City Manager or the Director of Finance, or other appropriate
officials satisfactory to the Underwriter, to the effect that, to the best
knowledge of such official: (i) the representations of the City herein are
true and correct in all material respects as of the Date of Closing; (ii) the
City has perfonned all obligations to be perfonned hereunder as of the
Date of Closing; (Hi) except as disclosed in the Official Statement, there
is no litigation of which either of them have notice, and to the best
knowledge of each of them no litigation is pending or threatened (A) to
restrain or enjoin the issuance or delivery of any of the Bonds, (B) in any
way contesting or affecting any authority for the issuance of the Bonds or
the validity of the Bonds, the Ordinance, the Original Ordinance, the
Escrow Agreement or this Purchase Contract, (C) in any way contesting
the corporate existence or powers of the City, (D) to restrain or enjoin the
collection of revenues pledged or to be pledged to pay the principal of,
premium, if any, and interest on the Bonds, (E) which may result in any
material adverse change in the business, properties, assets and the
financial condition of the City taken as a whole, or (F) asserting that the
Official Statement contains any untrue statement of a material fact or
omits any material fact necessary to make the statements therein, in light
of the circumstances under which they were madc, not misleading; (iv)
since September 30, 1992, no material adverse change has occurred in the
financial position or results of operations of the City except as set forth
in or contemplated by the Official Statement; (v) the City has not, since
September 30, 1992, incurred any material liabilities other than in the
ordinary course of business or as set forth in or contemplated by the
Official Statement; and (vi) the Official Statement did not as of its date,
and docs not as of the Date of Closing contain any untrue statement of a
material fact or omit to state a material fact required to be included
therein or necessary in order to make thc statcments contained therein, in
light of the circumstances in which they were made, not misleading.
(v) An opinion, dated the Date of Closing and addressed to thc
Underwriter, of Schifino & Fleischer, P .A., Tampa, Florida, counsel for
the :.Jnderwriter, to the effect that (i) the Bonds are not subject to the
registration requirements of the Securities Act of 1933, as amended, and
the Ordinance is exempt from qualification pursuant to the Tmst Indenture
Act of 1939, as amended; and (ii) based upon their participation and theil'
review of the Official Statement as counsel for the Underwriter and
without having undertaken to detennine independently the accuracy,
completeness or fairness of the statements contained in the Official
Statement~ as of the Date of Closing nothing has come to the attention of
such counsel causing them to believe that (A) the Official Statement as of
its date contained any untrue statement of a material fact or omitted to
state a material fact required to be stated therein or necessary to make the
statements therein~ in the light of the circumstances under which they wet:e
made, not misleading (except for the fin~ncial and statistical infonnation
contained in the Official Statement as to which no view need be
exp"ressed), or (B) the Official Statement (as supplemented or amended
pursuant to Paragraph (j) of Section 6 hereof, if applicable) as of the date
of the Closing contains any untrue statement of a material fact or omits to
state a material fact required to be stated therein or necessary to make the
statements therein, in the light of the circumstances under which they were
made, not misleading (except as aforesaid).
(vi) Written verification from of the
accuracy of (a) the arithmetical computation of the adequacy of the
maturing principal an:tounts and interest earnings thereon of the Escrow
Securities held under the Escrow Agreement (as defined therein) to pay
all principal of and interest on the City's Refunded Bonds (as defined in
the Official Statement), and (b) the computations of actuarial yields
supporting the conclusion that the Bonds are not "arbitrage bonds II within
the meaning of Section 148 of the Internal Revenue Code of 1986, as
amended.
(vii) A certificate of [Coopers & Lybrand] stating that the the
Net Revenues for Fiscal Year ending September 3D, 1992 or for any 12
consecutive months during the 18 months preceding the date of this
Purchase Contract, are not less than 1.20 % of the Maximum Bond Service
Requirement on the Parity Bonds and the Bonds.
(viii) An opinion, dated the Date of Closing, and addressed to the
Underwriter from counsel for rthe Bond Insurer) (" "), to the
effect that: [TO BE ADDED].
(ix) Such additional legal opinions, certificates, instruments ~nd
other documents as the Underwriter may reasonably request to evidence
the truth and accuracy t as of the date hereof and as of the Date of
Closing, of the City's representations and warranties contained herein and
of the statements and infonnation contained in the Official Statement and
12
the due perfonnance or satisfaction by the City on or prior to the Date of
Closing of all the agreements then to be performed and conditions then to
be satisfied by it.
(f) Evidence that ,
Florida has been approved by the City as the Paying Agent and Bond Registrar
for the Bonds.
(g) shall have issued its policy insuring the Bonds and Standard
& Poor's Corporation and Moody's Investors Service, Inc. shall have assigned
their municipal bond ratings of "AAA" and "Aaa", respectively, to the Bonds and
letters of confimmtion of such ratings shall be made available at the Closing.
All of the evidence, opinions, letters, certificates, instruments and other documents,
mentioned above or elsewhere in this Purchase Contract shall be deemed to be in compliance
with the provisions hereof if, but only if, they are in fonn and substance satisfactory to the
Underwriter and the City.
If the conditions to the obligations of the Underwriter to purchase, to accept delivery of
and to pay for the Bonds contained in this Purchase Contract are not satisfied, or if the
obligations of the Underwriter to purchase, to accept delivery of and to pay for the Bonds shall
be tenninated for any reason pennitted by this Purchase Contract, this Purchase Contrc1ct shall
terminate and neither the Underwriter nor the City shall be under any further obligation
hereunder, except that the respective obligations of the City and the Underwriter set forth in
Paragraph 10 hereof shaH continue in full force and effect and the deposit specified in Paragraph
5 hereof shall be returned to the Undenvriter.
9. Tennination. The Underwriter may tenninate this Bond Purchase Contract by
notice to the City in the event that between the date hereof and the Closing (a) legislation shall
be enacted by the Congress of the United States or adopted by either House thereof or a decision
by a court of the United States or the Tax Court of the United States shall be rendr-red or a
ruling, regulation or official statement by or on behalf of the Treasury Department of the United
States, the Internal Revenue Service or other governmental agency shall be made, with respect
to Federal taxation of revenues or other income of the general character expected to be derived
under the Ordinance by the City or upon interest received on securities of the general character
of the Bonds or which would have the effect of changing, directly or indirectly, the federa!
income tax consequences of receipt of interest on securities of the general charncter of the Bonds
in the hands of the holders thereof, which in the reasonable opinion of the Underwriter would
materially adversely affect the market price of the Bonds; (b) legislation shall be enacted or any
action shall be taken by the Securities and Exchange Commission which, in the opinion of
Counsel for the Underwriter, has the effect of requiring the contemplated issuance or distribution
of the Bonds to be registered under the Securities Act of 1933, as amended, or of requiring the
Ordinance to be qualified under the Tmst Indenture Act of 1939, as amended; (c) the United
States shall become engaged in hostilities that have resulted in a declaration of war or a national
13
emergency or any connict involving the annoo forces of the United States shall have occurred
which materially adversely affect the market price of the Bonds; (d) there shall be in force a
gcneral suspcnsion of trading on the New York Stock Exchange as the result of an event
affecting the national economy; (e) a general banking moratorium shall have been established
by federal, New York or Florida authorities; (f) an order, decree or injunction of any court of
. competent jurisdiction, or any other, ruling, regulation or administrative proceeding by any
governmental body or board, shall have been issued or commenced, or any legislation enacted, .
with the purpose or effect of prohibiting the issuance, offering or sale of the Bonds as
contemplated hereby or by the Official Statement or prohibiting the adoption or perfonnance of
the Ordinance; (g) the President of the United States, the office of Management and Budget, the
Department of Treasury, the Internal Revenue Service or any other governmental body,
department, agency or commission of the United States or the State of Florida shall take or
propose to take any action or implement or propose regulations, rules or legislation which, in
the reasonable judgment of the Underwriter, materially adversely affects the market price of the
Bonds or causes any material infonnation in the Official Statement, in light of the circumstances
under which it appears, to be misleading in any material respect; (It) any executive order shall
be announced, or any legislation, ordinance, rule or regulation shall be proposed by or
introduced in, or be enacted by any governmental body, department, agency or commission of
th,e United States or the State of Florida or the State of New York, having jurisdiction over the
subject matter, or a decision by any court of competcnt jurisdiction within the United States or
within the State of Florida or the State of New York shall be rendered which, in the reasonable
judgment of the Undenvriter, materially adversely affccts the market price of the Bonds or
causes any information in the Official Statement to be misleading in any material respect; or (i)
any event shall have occurred or shall exist which, in the reasonable opinion of the Underwriter,
would cause the infonnation contained in the Official Statement, as then supplemented or
amended, to conL'lin any untrue statement of a material fact or to omit to state a material fact
required to be stated therein or necessary to make the statements therein, in the light of the
circumstances under which they were made, not misleading as of such time which would
materially adversely affect the marketability of the Bonds.
10. Expenses.
(a) If the Bonds are sold by the City to the Underwriter (unless such sale be
prevented at Closing by the Undenvriter's default), the City shall be obligated to pay the
following expenses: (i) the cost of preparing and printing or other reproduction of the
Ordinance; (ii) the cost of preparing and printing the Bonds, the Preliminary Official Statement
and the Official Statement; (Hi) the fees and expenses incurred by Bryant Miller and Olive, P .A.
incurred in its capacity as Bond Counsel; (iv) the fees and disbursements of Coopers & Lybrand,
the City's certified public accountants; (v) the fees and disbursement of
for its written verification report; (vi) the fees and disbursements of Raymond James &
Associates, Inc., the City's Financial Advisor, and (vii) the fees and disbursements of any other
experts, accountants, consultants or advisors retained by the City.
14
, ,
. ,
(b) Whether or not the Bonds are sold by the City to the Underwriter (unless such
sale be prevented at Closing by the City's default), the Underwriter shall be obligated to pay the
following expenses and shall ,be pennittcd to pay sllch expenses from its discount: (i) aU
advertising expenses in connection with the public offering of the Bonds and the cost of
preparing and printing the Blue Sky and Legal Investment Surveys and this Purchase Contract;
(ii) the fees and disbursements of Schifino & Fleischer, P.A., Counsel to the Underwriter; and
(Hi) all other expenses incurred by it in connection with the public offering of the Bonds.
,
11. Notices. Any notice or other communication to be given to the City under this
Purchase Contract may be given by delivering the same in writing to the address set forth above
and any notice or other communications t.o be given to the Underwriter under this Purchase
Contract may be given by delivering the same in writing to Smith Barney, Harris Upham & Co.
Incorporated, 100 North Tampa Street, Suite 3000, Tampa, Florida 33602.
12. Parties in Interest.
(a) This Purchase Contract is made solely for the benefit of the City and the
Underwriter (including the successors or assigns of the Underwriter) and no other person shall
acquire or have any right hereunder or by virtue hereof. All of the representations, warranties
and agreements of the City contained in this Purchase Contrnct shall remain operative and in full
force and effect, regardless of: (i) any investigations made by or on behalf of the Underwriter;
(ii) delivery of and payment for the Bonds pursuant to this Purchase Contract; or (Hi) any
tennination of this Purchase Contract, but only to the extent provided by the last paragraph of
Section 8 hereof.
(b) No covenantt stipulation, obligation or agreement contained in this Purchase
Contract shall be deemed to be a covenant, stipulation, obligation or agreement of any member,
agent or employee of the City Council in his individual capacity and neither the members of the
City Council nor any official executing this Purchase Contract shall be liable personally under
this Purchase Contract or be subject to any personal liability or accoun~'lbility by reason of the
execution hereof.
13. No Liability. Neither the Mayor nor the City Commission nor any of the
members thereof, nor any officer, agent or employee of the City, shall be charged personally
by the Undenvriter with any liability, or held liable to the Underwriter under any tenn or
provision of this Purchase Contract because of its execution or attempted execution, or because
of any breach or attempted or alleged breach thereof.
14. Effectiveness. This Purchase Contmct shall become effective upon the execution
of the acceptance hereof on behalf of the City by the Mayor and attestation by the City Manager,
all in accordance with the requirements set forth in the City Chaner, and shall be valid and
enforceable at the time of such acceptance.
15
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.' , 15. Counterparts. This Purchase Contract may be exccuted in several counterparts,
which together shall constitute o,ne and the same instrument.
,16. Florida Law Governs. The validity, interpretation and perfonnance of this
Purchase Contract shall be governed by the laws of the State of Florida.
17. Entire Agreement. This Purchase Contract when accepted by the City in writing
as heretofore specified shall constitute the entire agreement between us.
18. Headings. The headings of the Sections of this Purchase Contract are inserted for
convenience only and shall not' be deemed to be part hereof.
,
Very truly yours,
SMITH BARNEY, HARRIS UPHAM & CO.
INCORPORATED
By:
Worth Blackwell, Managing Director
Accepted as of the date hereof:
.CITY OF CLBARW ATER, FLORIDA
By:
Rita Garvey, Mayor
ATfEST:
By:
Michael Wright, City Manager
Approved as to fonn and legality:
By:
M.A. Galbraith, Jr., City Attorney
,
16
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Appendix I
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; $54,000,000*
. CITY OF CLEARWATER, 'FLORIDA
. .
WATER AND SEWER REFUNDING REVENUE BONDS
SERIES 1993
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MATURITY SCHEDULE
Amount
Interest
Rotc
Moturity
(December n
J999
2000
2001
2002
2003
2004
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;Rnte'
Price
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Price
Amount
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$
% T~rm, Bonds 'due December It 2011 - Price _ % (Approximote Yield ---.:.-%)
% Term Bonds' due December It 2018 - Price _% (Approximate Yield _%).
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(Accrued interest to be added)
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Appendix II
, Optional Redemption
, The Series 1993 Bonds maturing December 1, 19~ to December 1,20__ are not callable prior to
their maturity dates. The Series 1993 Bonds maturing after December 1, 20_ are subject to optional
redemption by the City, on and after December 1, 20_ as a whole at any time, or in part on any.
Interest Payment Date thereafter, from the maturities selected by the City, and by lot within a maturity
if less than an enti.re maturity is redeemed, at the redemption prices (expressed as percentages of principal
amount) set forth below, together with accrued interest to the date of redemption:
Redemption Period
Price
December 1,20_ through November 30, 20_
December 1, 20_ through November 30,20_
December 1, 20_ and thereafter
%
Mandatory Redemption
The 1993 Bonds maturing on December 1, 2011 will be subject to mandatory redemption prior to
'maturity, by lot, in such manner as the Registrar may deem appropriate, at a redemption price equal to
par plus interest accrued to the redemption date, on December 1, 2005, and on each December 1
thereafter, in the following principal amounts in the years specified:
Year
Amortization
Installment
Year
Amortization
Installment
2005
2006
2007
2008
$
2009
2010
20 11 '"
$
"'Final maturity
The 1993 Bonds maturing on December I, 2018 will be subject to mandatory redemption prior to
maturity. by lot, in such manner as the Registrar may deem appropriate, at a redemption price equal to
par plus interest accrued to the redemption date, on December 1, 2012, and on each December l'
thereafter, in the following principal amounts in the years specified:
Year
Amortization
Installment
Yeal:
Amortization
Installment
2012,
2013
2014,
2015
$
2016
2017
2018*
$
"'Finlll llllltUrity
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Appendix III
DISCLOSURE STATEMENT
The undersigned, as Representative for the Underwriter, proposes to negotiate with the City of
Clearwater, Florida, for the sale of $54,000,000* principal amount of its Water and Sewer Refunding
Revenue Bonds, Series 1993 (the "Bonds"), to be completed on this date. The Underwriter is acting as
investment banker to the City for the public offering of the Bonds. The total fee to be paid to the
Underwriter pursuant to the Purchase Contract is equal to $ . Prior to the award of the
Bonds, the following information is hereby furnished to the City:
1. Set forth is an itemized list of the nature and estimated amounts of expenses to be incurred by
the Underwriter in connection with the issuance of the Bonds:
Clearance
Underwriter's Counsel Fees including expenses
Computer and Structuring
Closing, Travel and Out-of-Pocket expenses
MSRB, PSA, CUSIP
Day Loan
Federal Funds
Dalnet, Munifacts
DTC
TOTAL
$
, (Per $1.00m
$
2. ' (a) No other fcc, bonus or other compensation is estimated to be paid by the Underwriter in
, , connection with the issuance of the Bonds to any person not regularly employed or retained by the
Underwriter (including any "finder" as ,defined in Section 218.386(1)(a), Florida Statues), except as
specifically enumerated as expenses to be incurred by the Underwriter, as set forth in paragraph (I)
above.
(b) No person has entered into an understanding with the Underwriter, or to the knowledge of
the Underwriter, with the City, for any paid or promised compensation or valuable consideration, directly
or indirectly, expressly or implied, to act solely as an intermediary between the City and the Underwriter
or to exercise or attempt to exercise any influence to effect any transaction in the purchase of the Bonds.
3. The amount of the underwriting spread (the difference between the price at which the Bonds
will be initially offered to the public by the Underwriter and the price to be paid to the City for the
Bonds, exclusive of accrued interest) expected to be realized by the Underwriter is $ , which
includes the following:
Underwriter's Expenses
Management Fee
A verage 'Take-Down
Underwriting
TOTAL
$
(Per $1.000)
$
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4. The Management Fcc to be charged by the Underwriter is $
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5. TruthwtnwBonding Statement. The City is proposing to issue the Bonds for thc purpose of advance
refunding thc' City's Water and Sewer Rcvenue Bonds, Series 1988A and the Watcr and Sewer Revenue
Bonds, ~eries 1988B and to pay costs of issuance of the 1993 Bonds. Th~ Bonds are expected to be
repaid over a period of 23 years. . At a true interest cost of _ % (all costs inclu~ed)t total interest paid'
over the )ife of the Bonds will be $ (net of accrued interest).
The Bonds will be repaid from the City~s Net Revenues (as defined in the Ordinance). Authorizing.
this debt or obligation will not result in a decrease in Net Revenues of the City available to finance the
other services of the City each year during the nfe of the Bonds. .
,6. The name and address of the Underwriter connected with the Bond is 'as follows:
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Smith Barney, Harris Upham & Co. Incorporated
100 North Tampa Street
Suite 3000
Tampa, ,Florida 33602
IN WITNESS WHEREOFt the undersigned has executed this Disclosure Statement on behalf of the
Underwriter this _th day of Aprilt 1993. .
SMITH BARNEY t HARRIS UPHAM & CO.
INCORPORATED,
J.
By:
Worth Blackwell
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ItltEI.IMINAltY OFFICIAL STATEMENT DATEU APRIL 9, 199,~
r-IEW ISSUE - FUI.L nOOK-f<:NTRY
R-';L~. Q
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$53,255,000*
CITY OF CLEARWATER, FLORIDA
Wnter and Sewer Refunding Revenue Bonds
Series 1993
DlIlcd: MllY I, 1993
Due: Dolcemher I, lllllihnwlI helnw
The Wnler nnd Sewer Ref U IIlli II!! Revenue Bundll, Sericll 1993 (lhe .Series 199:1 Bnnds') IIf lhe City nf Chmrwnler, Flnridll (the 'City") ure hein~ issue:d in
fu\1)' registered forln nnd, when lllitilllly issued, will be registe:red to Cede & Cu., liS nominee of The Depusitory Trust Cmnpnny, New York, New York,
First Union Nutiollnl Blink of Floridn, Jncksonville. Floridll, is neting nsthe Pnyin~ Agelllnnd BOlld RegiMmr for the Se:ries 1993 Bonds, The Series
1993 Bonds wlll he Pllrchnsed in honk-entry form only, in the denominutionof $5,000 or IIny intcgrul multiple therenf. There Will he no physicall
delivery of hond certificates to individulIl Bondholders. Interesloll the Series 1993 BlIluls will he payable semi'lInnulllly beginning on
Decemher I, 1993 l\nd !In ellch June land Deeemher I therellfler, Principnl of IInd premium, if lillY, on the Series 1993 BUilds
will he plly"hle iltl11l1tllrity nr upon redemption prior to IIllllUrity.
THE SERIES 1993 BONDS ARE SUBJECT TO REIlEl\tPTION PRIOR TO MATURITY AS DESCRIBED HEREIN.
The Serlell 1993 Bnnds lITe heing is~ued for lhe purpose of (I) IIlllking funds IIvllilnble with which In I1dVlIllCe refund the Series 19B8A llnd the Series
19BBB Bonds heretofore issued by the City (ItS further described herein) /11111 (ii) pl\ying ecrlniu ClIstS of issul\nce of the Series 1993 Bonds, Includjng the
municipnl blind insumnccprc:miul11. .
The puyment of the principlll of IInd interest on the Serie:1I 1993 Bondll when due will he guuTllnteed hy n municip"lltllnd insuTnncepolic)' to be issued
by AMDAC Indelllnity Corporution simulu\lIeouRly with the delivery of the Series 1993 Bunds.
AIIBAC,
The St:ries 1993 Bondsl\ud the inlerestthereulI ure pnYl\hle sulely from the Net Revenues derlvlld from the operntillll of the City's Wliter IIlId sewer
, system, ns further descrlbe:d herein. The lien uf the Series 1993 Bonds \In the Net Revenues i~ on i\ purity with the hulders of the City's Outslllnding Wnter
UIlU Sewer Revenuo Bandll, Series 19B4und the Wnter IInd Sewer Revenue Bunds, Series 198B, I\S further de:scrihed herein.
Neither the Series 1993 Bonds nur HIe Interest thereun constilute u J,tcncrnl ohllgutlon or Indehlednessol the City ",ithin the meunin~ 01 IIn)'
conslitullonul,stnluloryor charter'provlslon or Jimltlltion. No owner or owners nlllny Series 1993 Bonds <;hull cver huve the rluhllo compel the
exercise of the ud valorem tllxlnll power 01 the Cily, or uny olher 11IllinJ: power In llny form on uny reulof pcrsonul property or Ihe City, tu puy the
Series 1993 Bonds or the Inlerest thel'con. The City shnJl not he nhliJ:l1ted 10 PIlY lhe Scrles 1993 Bonds or nny Inlereslthercon excepl from Ihe Nel
Revenucs,ln the mnnner provided In Ihe Series 1993 Ordlnnnce referred to herein.
lilliit' oplllloll of BOlld COUlm:l, nIsl/ming "cmrilllliIlK "olllpf/rll/ce by 'he City 11'/". mriolls ('m't'tWIIIS III ,h.. Serit's 1993 OrallUlI/ct', mula t'xisr/llR ,f(all'.lc!S,
regulations mill JUlUc/olllr-cisiOl'S, ,he Imaes, 011 "." Sait.s 1993 Bomls will be l'xc/utl".lfrom gross lllcofl/I! far fi'llemi lncolIIl' lax purpous to ,he OI\7I.'rs
'ht'reoj. 171e! Serlo 1993 Bonr!s (Ire, wula "XiSlillK IOll'.f amI rt!glltati(m,f, af.fo C~\'l!ml"from imallgihle! (IUC'S impour! pl/r.wel/lIto CJwpll'r 199, Florida
SrCllllres. St!t' "1lu' E.\'t'lIIpllrm' hert'inJar Cl (/c!.~crlprlml ofalll!maril'e miniml/m uu Irc'cwm:1II allll cl!rwiu mllt'r leU' cOIuetl"I!IIt'I'S IfI OI\'1/l!rS of
'he Sl'ric's 1993 Bcmr!s.
MATURITY SCHEDULE'"
$50,290,OOOSeriul Bonds
] ntcre-;l Price ] nlcre-;l Price
Mutllrilv Amount Rule nr Yit'td Mill u ril \' Amuunt Rule fir Yield
I
1993 $875,000 % % 1999 S4,670,000 % %
1994 1,460,000 2000 4,895,000
1995 3,950,000 2001 5,140,000
1996 4,100,000 2002 5,410,000
1997 4,270,000 2003 5,700,000
1998 4,460,000 2004 5,360,000
$1,170,000 _% Term Bonds duc Dt'Ccmhcr It 2011 - Pricc_%
$1,795,000 _% Term Bouds due Dl'Ccmhcr 1,2018 - Pricc__%
(Accrued interest to be added)
171t; Sait',l' 1993 Bonds Clre ojJ'eredjc,r ddil't't). Wht'fI, cu' atld i{issut!11 hy the Cit)' and rtct'iI't'(1 b)' the U"denl,ri(er, .mhject to (he apprawtl
ofle8u/it)' hy Br)'tltIf, Miiier allll Olil'e, P,A" Tallal1a.I',I't'c', Floridll, Bond Cmttt,ljel. Certain legal marrer.I' are heiflg passed up(nljor (he
Umlenvrlter hy it.I' Counsel, Schijifw << Flef,I'df!'r, P.A., Tampa, Florida, Certain other legal matters will he fJttJ'J'edllPollJor the
City hy M.A, Galhrailh, Jr., E.\"q., Ciry Arrome}'. It is t'xpecud thm rhe Serie,l' i993 BOllds ill hook-entry-ouly jtlrlll will be
en'ai/aMe jt}" tlI'UI'et)' In Nt'IV )~"'~;, M~Iv YMk (1/1 or aballt MIl)' _' 1993.
Smith Barney, Harris Upham & Co.
hu:orpuratcd
11111 Oml'llll Slnh'lIIl'lIl II uuh'd All1il___ II)I}J,
.1Irdllllluul')', ~uloll'l'llu chllll~r,
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CITY OF CLEARWATER, FLORIDA
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ELECTED OFFICIALS
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1\1A YOR - COMl\flSSIONER
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Rita Garvey
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Richard' A. Fi,tzgerald
. Sue Berfield .
Arthur X. Deegan
Fred Thomas
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APPOINTED OFFICIALS
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~icha~l Wright~ City Manager
M.A. GaJbraith, Jr.) Esq., City. Attorney
Daniel J. ,Deignan, CPA~ Finance Director
William C. Baker, Director, of. Public Works
Cyndie Goudeau,' City Clerk,
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BOND' COUNSEL
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, Bryant, Miller and Olive, P:A.
. T~lIlahassce, Florida
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FINANCIAL ADVISOR
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Raymond James & Associates, Inc.
. St. Petersburg, Florida
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. Ernst & Young
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No dcalert broker, salcsman or other person has been authorized to give any informntion or to make
nny representationst othcr than thosc contained in this Preliminary Official Stntementt in, connection with
the offering of the Series 1993 Bonds described herein, and if givcn or made, such information or
representations must not be relied upon as having been authorizcd by the City or the Underwriter. This
Preliminary Official Statement does not constitute an offcr to sell the Series 1993 Ilonds or a solicitation
of an offer to buy nor shall there be any sale of the Series 1993 Bonds by any person in any jurisdiction
in which it is unlawful for such person to makc such offcr. solicitation or sale. Thc information set forth
herein has been furnished by the City and by other sources which arc believed to bc reliable, but it is not
guaranteed as to accuracy or complctenesst and is not to be construed as a representation or contractt by'
the Underwriter. The information and expressions of opinion herein arc subject to change without notice
and neither the delivery of the Official Statement nor any sale made hereunder shall, under allY
circumstances, create any implication that there has been no change in the affairs of the City since the
date hereof.
IN CONNECTION WITH THE OFFERINGt THE UNDERWRITER MAY: OVER-ALLOT OR
EFFECT TRANSACTIONS WHICH STABILIZE OR MAINTAIN THE'MARKET PRICE OF THE
SERIES 1993 BONDS OFFERED HEREBY AT A LEVEL ABOVE THAT WHICH MIGHT
OTHERWISE PREV AIL IN THE OPEN MARKET. SUCH STABlLlZINGt IF COMMENCEDt MAY
BE DISCONTINUED AT ANY TIME.
This Preliminary Official Statement is in a form deemed final by the City for the purpose of Rule
15c2-12 under the Securities Exchange Act of 1934t as amendedt except for certain infornmtion permitted
to be omitted under Rule .15c2-12(b)(I).
The Series 1993 Bonds have not bccn registered with the Securities and Exchange Commission
under the Securities Act of 1933, as amended, nor has the Series 1993 OI'v.inance been qualified
under the Trust Indenture Act of 1939, as amended, in reliance upon exemptions contained in such
acts. The registration or qualification of the Series 1993 Bonds in accordance with applicnble
provisions of the securities laws of the Stutes, if any, in which the Series 1993 BondI) have been
registered or qualified and the exemption from registmtion or qualificntion in certain other states
. cannot be regarded as a recommendation therl'Of. Neither these States nor any of their agencies
have p:L'ised upon the merits of the Series 1993 BO.lde; or the accuracy or completeness of this
Official Statement. Any representation to the contrnry may he a criminal offense.
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'fABLE OI~ CONTENTS
Page
SUMMARY STATEMENT, , . . , . , . . , ',. iv
INTRODUCTORY STATEMENT. . , . ,. . .
AUTHORITY FOR ISSUANCE. . . , . . . : .
THE REFUNDING PLAN ."."..",. 2
DESCRIPTION OF THE SERIES
1993 BONDS ., . . . . . . , . . . , . . . . , .. 3
, c
General .. . . . . . , . . . . , , . . . . . . . ~ 3
'Optional Redemption . . . . . . . . ",'. .. 4
Mandatory Redemption "..,."".. 4
Notice of Redemption ..,....,..... 5
Book-Entry On,ly System "."...... 5
SECURITY FOR THE SERIES
1993 BONDS :,. .'. . . .'. . .'. . . . . .', .. 7, '
Series 1993 Bonds Not a
c Debt of the City :...........'.... 9
Outstanding Parity Bonds . . . . . .. . .... 9
. ,.
Ml!NICIPAL BOND INSURANCE. . . . . " 10
DEBT SERVICE REQUIREMENTS ...... 12
SOURCES AND USES OF FUNDS ..,... 13
THE WATER AND SEWER SYSTEM ,... 13
Water System ...........,...... 13
Sewer System .,.....,.......... IS
Waler and Sewer Cnpi tal
Improvements . , . . . . . . . . . . . . . . .. 17
, RATES, FEES AND CHARGES ..,...... 17
FINANCIAL STATEMENTS ,......,.. 20
LEGALITY FOR'INVESTMENT . . . .', . .. 20
TAX EXEMPTJON . . . . . . . . . . . . . . . .. 20
Tax Treatment of Original
ISSlle Discount ...,....,........ 21
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RATJNGS.."..... . . . . .'. . . . . . .It .... . . . '.' 22
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LITIGATION ....."......:....,.., 22,
ENFORCEABILITY OF REMEDIES. . , . ',' 22
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CERTAIN LEGAL MAITERS .".,..,. 22
,.VERIFlCATION,OF ARITHMETICAL
COMPUTATIONS, .., ; .,. , .', , , , '.' ,;. .' 23,
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DISCLOSURE REQUIRED BY,
FLORrDA BLUE SKY REGULATIONS. . : 23
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FINANCIAL ADVISOR. . , :.' . . . ; . . '. . ..2~
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UNDERWRITING .........,......,. 23,'
MISCELLANEOUS ..,........,.., .24
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Appendi~es: ,
Appendix A
General Description of the City and .
Selected Statistics '
Appendix B Excerpt~ from the City's.
Comprehensive Annual Financial
Reports for the Fiscal Yenrs Ended
September 30, 1992 and Sep~ember
30, 1991
(
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. Appendix C. Summary of Certain Provisions of
the Series' 1993 Ordinance and the
Original Ordinance '
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Appendix D Informalion About AMBAC
lndemnity Corporation
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Appendix' E Form of Bond Counsel Opinion
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Appendix F Form of Municipal Bond Insurance
Pol,icy
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SU~RYSTATEMENT
This Summary Statement is subject in all respects to more complete information and to the
definitions contained or incorporated in' this Official Statement. 'file offering of the Series 1993 Bonds
to potential investors is made only by means of this entire Official Statement. No person is authorized
to detach this Summar}' Statement from the Official Statement or otherwise to use it without this entire,
Official Statement.
The City
The City of Clearwater is located in northwestern Pinellas County on 'the Gulf of Mexicot,
approximately 22 miles west of Tampa and 16 miles north of St. Petersburg. rt is located at,' the
approximate midRpoint on the west coast of Florida. Based upon the 1990 U.S. Censust the population'
of the City was 98,784. ,,' '
Purpose of the Series 1993 Bonds
The Series 1993 Bonds are being issued for the purpose of (i) making funds available with which
to advance refund the Series 1988A and the Series 1988B Bonds heretofore issued by the City (as further
described herein)t and (ii) paying certain costs of issuance of the Series 1993 Bonds, including the
municipal bond insurance premium. '
Sccurity for the Series 1993 Bonds
1
The Series 1993 Bonds and the interest thereon are payable solely from the Net Revenues derived
from the operation of the City's water and sewer system, as further described herein. The lien of the
Series 1993 Bonds on the Net Revenues is on a parity with the holders of the City's Outstanding Water,
and Sewer Revenue Bonds, Series 1984 and the Water and Sewer Revenue Bonds, Series 1988, as further
described herein. '
Neither the Series 1993 Bonds nor the interest thereon constitute a general obligation or indebtedness
of the City within the meaning of any constitutional, statutory or charter, provision or limitation. No
owner or owners of any Series 1993 Bonds shall ever have the right to compel the exercise of the ad .
valorem taxing power of the City, or any other taxing power in any form on any real or personal
property of the City, to pay the Series 1993 Bonds or the interest thereon. The City shall not be
obligated to pay the Series 1993 Bonds or any interest thereon, except from the Net Revenues, in the.
manner provided in the Series 1993 Ordinance referred to herein. '
Municipnl Bond Insur:mce
AMBAC Indemnity Corporation ('I AMBAC") has issued a Commitment for Municipal Bond
Insurance to issue a bond insurance policy (the" Municipal Bond Insurance Policy") relating to the Series
1993 Bonds effeclive as of the date of issuance of the Series 1993 Bouds. Under the terms of the
Municipal Bond Insurance Policy, AMBAC will guarantee the payment of the principal of and interest
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on'the Series 1993 Bonds when duel to the extent that sufficient funds for such payment have not been
provided. The text of the Municipal Bond Insurance Policy is sef forth in Appendix F. The insurance
, will extend for the term of the Series 1993 Bonds and, once issucd, cannot be cancelled by AMBAC.
Reserve Account
A Reserve Account has been establ ished for the benefit of the Serics 1993 Bonds and the outstanding
Parity Bonds (as herein defined). Upon issuance of the Series 1993 Bonds, the Reserve Account will be
funded in an amount equal to the Maximum ,Bond Service Rcquircment on the Series 1993 Bonds and: the
outstanding Parity Bonds. '
Rate Covenant
The City covenants in the Se~ies 1993 Ordinance to fix, establish and maintain such rates, and,
collect such fees, rentals and other charges for the services and facilities of the System (as herein defined)
and revise the same from time to time whenever necessary as will always provide Gross Revenues in each
Fiscal Year sufficient to pay (i) the Cost of Operation and Maintenance of the System in such Fiscal
Year. (ii) 115% of the Bond'Service Requirement for such Fiscal Year on the outstanding Parity Bonds,
on the outstanding 1993 Bonds and on all outstanding Additional Rands, plus (iii) 100% of all reserve
and other' payments required to be made pursuant to the Series 1993 Ordinance and the Original
Ordinance (as herein defined).
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Additional Parity Bonds
The City may issue Additional Bonds, payable on a parity from the Net Revenues with the Series
1993 Bonds, for the purpose of refunding a part of the Outstanding Bonds, or financing the cost of
extensions! additions and improvements to' the System and for the acquisition and construction of, and
extensions and improvements to, sewer andlor' water systems which are to be consolidated with the
System and operated as a single combincd utility. provided that, among other requirements. certain
earnings tests relating historical Net Revenues to the Maximum Bond Service Requirement of all Bonds
outstanding aftcr the issuance of such Additional Bonds can be met. Such historical Net Revenues may
be adjusted by the Consulting Engineer as provided in the Series 1993 Ordinance and the Original,
Ordinance.
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Historical Net Revenues and Bond S,ervice Coverage
(OOO's omitted) ,'," '
Fiscal Years End<<:d September 30
1988 1989 1990 1991 1992
Net, Operating Revenues!!) , ' , '
$5,481,663 $8,773,728 $ 9,242,274 $7,570,313 $10,149,315
Interest Income and . ,'. '
other Non-Operating , "
ReveilUcs (Expenses) I :136.361 1.147.112 ,1.537.983 2.177.347 ; 2.770.034
,Total Net. "
Revenues $6,618,024 ' $9,920,840 $10,780,257 1$9,747,660, $12,919,349
Bond Service Requirement: I'
Outstanding Bonds<2l . $3.155.930 $3.054.143 $ 5.707.750 $7.252.460 $ 7.251.939
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'Historical Coverage(3) 2.21x 3.25 1.89 1.34 ' , ," 1.78
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(1) , Excluding depreciation , "., ' , ' , .' " ,.; ',..,. ",. " ',:: ',' ,',' :" ~ .
(2) Includlls the Parity Bonds (SL!riL!S 1984.and Serills 1988) and the, Refunded Bonds (Series 1988A, and Series 11988B). .
(3)' 'Maximum B~nd: Service Requirement on ihe'Parity Bonds' and the Series 1993 Bonds; for pu'rposes of i:ompan~ol1' is '
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Source: City of CI~arwater, Division of Finance.
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OFFICIAL STATEMEl\'T
. $53,255,000*
. CITY OF CLEARWATER, FLORIDA
, WATER ANI) SEWER REFUNDING REVENUE BONDS, SERIES 1993
INTRODUCTORY STATEMENT
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The purpose of this Official Statement, which includes the cover page, the Summary Statement and
the Appendices, is to provide information concerning the City of Clearwater, Florida (the "City") and'
the City's $53,255,000. Wa'ter and Sewer Refunding Revenue Bonds, Series 1993 (the IISeries 1993
Bondsll).
. ,
Definitions of certain words and terms having initial capitals used herein and in the Series 1993
Ordinance (as defined below in II Authority For Issuancell) are contained in the IISummary of Certain
Provisions of the Series 1993 Ordin,ance and the Original Ordinance" in Appendix C hereto. '
The references, excerpts and summaries of all documents referred to herein do not purport to be
complete statements of the provisions of such documents, and reference is directed to all such documents
for full and complete statements of all matters of facL relating to the Series 1993 Bonds, the security for
the payment of the Series 1993 Bonds, and the rights and obligations of holders thereof. The information
contained in this Official Statement involving matters of opinion or of estimates, whether or not so
expressly stated, are set forth as such and not as representations of fact, and no representation is made
that any of the estimates will be realized. Neither 'this Official Statement nor any statement which may
have been made verbally or in writing is to be construed as a contract with the holders of tile Series 1993
Bonds.
AUTHORITY FOR ISSUANCE
The.Series 1993 Bonds will be issued pursuant to the authority of and in full compliance with (a)
the charter of the City, (b) the Constitution and the laws of the State of f'lorida. particularly Chapter 166,.
Part II, Florida Statutes, and other applicable provisions of law, and (c) Ordinance No~ 3674-84 enacted
by the City on August 2, 1984. as amended and supplemented (the "Original Ordinance") and Ordinanc'e
No. _-93 enacted by the City on April _, 1993, as amended and supplemented (the "Series ~993
Ordinance").
'I'rellmlnury. suhject III c:hlllllte.
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Tim REFUNDING PLANS
The City and First Union National Bank of Florian. Jacksonville. Florian (the "Escrow Agent"),
upon delivery of the Series 1993 Bonds. w ill enter into an Escrow Deposit Agreement (the "Escrow
Agreement"). to provide for the advance refunding of the City's Water ana Sewer Revenue Bonds, Serie:;
1988A originally issued and currently outstanding in the aggregate principal amount of $26,635,000 (the
"Series 198BA Bonds ") and the City's Water and Sewer Revenue Bonds, Series 198BB origin~l1y issued
in the aggregate principal amount of $26,457,145.30 of which $23.385,895 is Outstanding. including
Accreted Value from the date of issuance and delivery to September 30. 1992 (the "Series 1988B Bonds"
and, collectively with the Series 1988A Bonds, the "Refund~d Bondsll). The Escrow Agreement creates
an irrevocable escrow account (the IIEscrow Account") which is held by the Escrow Agent and the
moneys and securities held therein arc to be applied to the payment of principal of and premium and .
interest on the Refunded Bonds at maturity or upon earlier redemption thereof. Immediately upon the
issuance and delivery of the Series 1993 Bonds. the City will deposit certain of the proceeds from the sale'
of the Series 1993 Bonds together with certain other available funds of the City into the Escrow Account.
Moneys deposited in the Escrow Fund will be invested. at the direction of the City~ in direct obligations
of the United States of America (the "Escrow Securities") maturing in amounts and bearing interest at
rates sufficient without reinvestment. together with cash held uninvested in the Escrow Fund, to advance
refund the Refunded Bonds: The maturing principal of and interest on the Escrow Securities and cash
held in the Escrow Fund, in the amounts needed to pay the principal of and interest on, or Accreted
Value of. 'and redemption premium with respect to the Refunded Bonds arc pledged solely for the benefit
of the holders Of the Refunded Bonds.
The Series 1988A Bonds maturing after December I, 1996 will be called for redemption on
December 1. 1996, at a redemption price of 102 % of the principal amount thereof. The Series 1988B
Current Interest Bonds maturing after December 1, 1998 will be called for redemption on December I,
1998 ut a redemption price of 103.5% of the principal amount thereof. The Series 1988B Capital
Appreciation Bonds maturing after December I, 1998 will be called for redemption on December I. 1998
at a redemption price of 105 % of the Accreted Value thereof. The Escrow Securities will be purchased
from the Treasury Department of the United States of America or in the open market, in each case at
interest rates and prices which will C~lUse the yield thereon, computed in accordance with the provisions
of Section 148 of the Internal Revenue Code of 1986. as amended, not to exceed the applicable yield
permitted by such provisions.
Under the ordinances authorizing the Refunded Bonds. by virtue of the provisions for advance.
refunding described above. together with the irrevocable deposit and application of moneys and Escrow
Securities as provided in the Escrow Agreement and certain other provisions of such agreement. a'nd
certain provisions of the resolutions authorizing such Bonds that will be complied with upon the issuance
or the Series ,1993 Bonds, in the opinion of Bond Counsel. the Refunded Bonds will be deemed to be no
longer outstanding under the ordinances authorizing their issuance and, except for the purposes of any
payment from such moneys and Escrow Securities. shall no longer be secured by or entitled to the
benefits of the respective ordinances authorizing their issuance.
The moneys nnd Escrow Securities held in accordance with the Escrow Agreement. all interest or
other incomc thcreon. and ~H1Y proceeds from the disposition thereof will be used only to pay the
Refunded Bonds and will not be available for paymclIl or debt service on the Series 1993 Bonds.
2
DESCRIPTION OF TIlE SERIES 1993 HONDS
Gcncral
The Series 1993 Bonds will be dated May I, 1993. The Series 1993 Bonds will be~lr interest at the
rates and mature on December I in the amounts and at the times set forth on the cover page of this
Official Statement. The Series 1993 Bonds are to be issued as fully registered bonds in denominations
of $5,000 or integral multiples thereof. Interest on the Series 1993 Bonds will be payable on I?ecember
I, 1993 and semiannually thereafter on June 1 and December I of each year, by check or draft mailed
to the registered owners, at their addresses as they appear on the registration books of the City maintained
by the Bond Registrar, as of the 15th day (whether or not a business day) of the month preceding the
interest payment date (the" Record Date"). Owners of $1 ,000,000 or more in aggregate principal amount
of Series 1993 Bonds may receive interest by wire'transfer, at the Owner's expense, to a bank account
designated in writing by the Owner not later than the Record Date. Principal of, and premium if any,
are payable at maturity, or'upon redemption prior to maturity, upon presentation and surrender thereof
at the corporate trust office of the Paying Agent. First Union National Bank of Florida, Jacksonville,
Florida, is acting as Paying Agent and Bond Registrar for the Series 1993 Bonds.
The Series 1993 Bonds will be initially issued in the form of a single fully registered Bond for each
maturity of the Series 1993 Bonds. Upon initial issuance, the ownership of each such Series 1993 Bond
will be registered in the registration books kept by the Bond Registrar, in the name of Cede & Co., as
nominee of The Depository Trust Company, New York, New York ("DTC"). While held in book-cntry
form, all paymcnts or I)rincipal, ~nterest and prcmium, ir any, on the Scries 1993 Bonds will be
made to DTC or the DTC Nominee as thc sole registered owner of the Series 1993 Bonds ~uid
IJaymcnts to Bencficial Owners will be the responsibility of DTC and the DTC Participants as
described below. See "Book-Entry Only System."
With respcct to Series 1993 Bonds registered in the name of C(~de & Co., as nominee of DTC,
neither the City, nor the Paying Agent will have any responsibility or obligation to any DTC Participant
or to any indirect DTC Participant. Sce "Book-Entry Only System" for the definition of "DTC
Participant." Without limiting the immediately preceding sentence, neither the City nor the Bond
Registrar and the Paying Agent will have any responsibility or obligation with respect to: (i) the accuracy
of the records of DTC or any DTC Participant with respect to any owner5hip interest in the Series 1993
Bonds; (ii) the delivery to any DTC Participant or any other person other than a registered owner, as
shown in the registration books kept by the Bond Registrar, of any notice with respect to the Series 1993
Bonds, including any notice of redemption; or (iii) the payment to .any DTC Participanl or any other
person, oUler dum a registered owner, as shown in rhe registration books kept by the Bond Registrar, of
any amount with respect to principal of, premium, if any, or interest on the Series 1993 Bonds. The
City, the ~ond Registrar and the Paying Agent may treat and consider the person in whose namc each
Series 1993 Bond is registered in the registration books kept by the Bond Registrar as the holder and
absolute owner of such Bond for the purpose of payment of principal of, premium, if an)' I and interest
with respect to such Bond, for the purpose of giving notices of redemption and other matters with respect
to slIch Bond, for UIC purposc of registering transfers with respect to such Bond, and for all other
purposes whatsoever. The Paying Agent will pay all principal of, premium, if any. and interest on the
Series 1993 Bonds only to or upon the order of the respective registercd owners, as show n in the registra-
tion hooks kept by the Bond Registrar, or their respective attorneys duly authorized in writing, as
provided in the Series 1993 Ordinance. and nil sllch payments w ill be valid and effectual to satisfy and
discharge the City's obligations with respect to paymcnt of principal of, prcmium, if any, nnd interest
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on the Series 1993'Bonds to the extent of the sums so paid. No person uther than a registered, owner,
as shown in the registration books kept by the Bond Registrar. will receive n ccrtificatr.J Bond evidencing
the obligation of the City to make payments of princip.al of, premium, if any, and interest on the Series
] 993 Bonds pursuant to the provisions of the Series 1993 Ordinance.
Optional Redemption
The Series 1993 Bonds maturing December I, 19_ to December 1, 20_ arc not callable prior
to their maturity dates. The Series 1993 Bonds maturing after Decemher 1,20_ arc subject to optional
redemption by the City, on and after December I, 20 as a whole at any time, or in part on any
Interest Payment Date thereafter, from'the maturities selected by the City, and by lot within a maturity
if less than an ,entire maturity is redeemed, at the redemption prices (expressed as percentages of principal
amount) set forth below, together with accrued interest 'to the date of redemption:
Redemption Period
Price
December I, 20_ through November 30, 20_
December I, 20_ through November 30, 20_
December I, 20 and thereafter
- ,
%
Mimdatory Rcdl'mption
The 1993 Bonds maturing on December I. 2011 will be subject to mandatory redemption priodo
maturity, by lot, in such manner as the Registrar may deem appropriate, at a redemption price equal to
par plus interest accrued to the redemption date, on December ], 2005, and on each December I
thereafter, in the following principal amounts in the years specified:
Year
Amortization
Installment
Year
Amortization
Installment
2005
2006
2007
2008
$
2009
2010
2011*
$
.Finnl maturity
The 1993 Bonds maturing on Dece'llber I, 2018 will b~ ~ubjcct to mandatory redemption prior to
maturity, by l.ot, in such manner as the Registrar may deem appropriate, at a redemption price equal to
par plus interest accrued to the redemption date, on December 1. 2012,' and on each December I
thereafter, in thefollowing principal amounts in .the years specified:
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Year
Amortization
Installment
Year
Amortization
Instnllmem
2012
2013
2014
2015
$
2016
2017
2018*
$
.Final maturity
As long as the book.cntry-only system is used for determining beneficial ownership of the 1993
Bonds, notice of redemption will only be sent to Cedc & Co.' Cede & Co. will be respon~ible for
notifying the DTC Participants, who will in turn be responsible for notifying the Beneficial Owners (as
such terms are described below under the heading jlBook~Entry Only System"). Any failure of Cede &
Co. to notify any DTC Participant, or of any DTC Participant to notify thc'Beneficial Owner of any such
notice, will not affect the validity of the redemption of the 1993 Bonds.
Notice of Redemption
Not more than 60 days and not less than 30 days prior to the expected redemption date, notice of '
such redemption shall be filed, with the Paying Agent and shall be mailed, postage prepaid to all
'registered owners of the Series 1993 Bonds to be redeemed at their addresses as they appear on the
registration books. Failure to give sllch notice by m'ailing to any registered owner, or ,any defect 'therein,
shall not affect the validity of any proceeding for the redemption of other Series 1993 Bonds. Interest
shall cease to accrue on any Series 1993 Bonds duly called for prior redemption, after the redemption
date, if payment thereof has been duly provided.
Book-Entry Only System
The Series 1993 Bonds will be availablc' in book-entry form only, in denominations of $5,000 or
any integral multiple t11ereof. Purchasers of the Series 1993 Bonds will not ~eceive certificates
representing their interests in the Series 1993 Bonds purchased. The Underwriter is to c::onfirm original
issuance purchas'es with statements containing certain terms of the Series 1993 Bonds purchased.
The following information regarding The Depository Trust Company, New' York, Ncw York
("DTC") and the book-entry only system of registration has been obtained by the City frOnl DTC. No
representation is made by the City as to its accuracy or correctness.
The Series 1993 Bonds will be held by DTC us securities depository. The ownership of one fully
rcgistered Series 1993 Bond for each maturity, as set forth on the cover page hereof, will be registered
in the name of Cede & Co., as nominee for DTC. DTC is a Iimitcd-purpose trust company organized
under the New York Banking Law, a "banking organization" within the mcaning of the New York
Banking Law, a member of thc Federal Reserve System, 11 "clearing corporation" 'within the meaning of '
thc New York Uniform Commercial Code, and a "clearing agency" registercd pursuant to the provisions
, of Section 17 A of thc Securities Exchange Act of t 934, as mncndcd. DTC was created to hold securities
of its participants (" DTC Participnnts") and to facilitatc the settlemcnt of securities transactions among
DTC Participants in such securities through electronic computerized'book-entry chllnges in accounts of
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Purchases of the Series 1993 Bonds may be made by or through brokers and dealers who arc, or
act through, DTC Participants. Such DTC Participants and the persons for whom they'acquire interests
in the Series 1993 Bonds as nominees will not receive certificated hondst but each DTC Participant will
receive a credit bahmce in the records of DTC in the amount of slJch DTC Participant's interest in the
Series 1993 Bonds, which will be confirmed in accordance with DTC's standard procedures. The
ownership interest of the actual purchaser of each Bond (the" Beneficial Owner") will be recorded in the
records of the DTC Participant. DTC Participants arc required to provide Beneficial Owners with a
written confirmation of their purchase containing details of the acquired Series 1993 Bonds. Transfers
of ownership interests in the Series 1993 Bonds will be accomplished by book entry made by DTC and
by the DTC Participants who act on behalf of the Beneficial Owners.
the DTC Participants, thereby eliminatiJlg the need for physical 1110VCn'le!1l of securities certificates.
Direct Participants include securities brokers and dcalerst banks. trust companies, c1enl'ing corporatiOlis,
and certain other organizt\tions, some of which own DTC either directly or through theM representatives.
Access to the DTC systcm is also available to othcr entities Stich as security brokers and dcalcrst banks
and trust companies that clear through or maintain a custodial rcl~lIionship with n DTC Pilrticipant.
The Paying Agcnt will make payments of principal of. redemption premiull1t if any t nud interest
on the Series 1993 Bonds to DTC or its nOll1inee, Cede & Co., as registered owner of the Series 1993
Bonds. The ClIrrent practice of DTC is to credit the accounts of the DTe Participants immediately upon
receipt of moneys in accordance with their respective holdings as shown on the records of DTC.
Payments by DTC Participants to Beneficial Owners will be in :Iccordancc with standing instructions and
customary practices such as those which arc now in effect for municipal securities held by DTC
Participants in bearer form or registered in Itstrecl name" for the accounts of customers, and will be the
responsibility of DTC Participants and not thc responsibility of DTC, the Paying Agent or thc City
subject to any statutory or regulatory requirements as may be in effect f~ol11 time to time.
The Bond Registrar, the Paying Agent and the City will send any notice of redemption or other
notice only to DTC. Any. failure of DTC to advise any DTC Participant, or of any DTC Participant to
notify thc Benefichll Owner, of any such notice and its content or effect w ill not affect the val id ity of the
redemption of the Series 1993 Bonds called for redemption or of any other action premised on such
notice. Redemption of portions of any maturity of the Series 1993 Bonds will reduce the outstanding
principal amount of slIch maturity held by DTC. In such event, DTC may implement, through its book-
entry system, a redemption of Series 1993 Bonds held for the account of DTC Participants in accordance
with its own rules or other agrecmcnls with DTe Participants, and then DTC Parlicipants may implement
a redemption of Series 1993 Bonds for the Beneficial Owners. '
NEITHER TilE CITY NOR THE' nOND REGlSTRAU OR THE PAYING AGENT WILL
IIA VE ANY RESPONSIBILITY OR OBLIGATION TO DTC PARTICIPANTS OR llIE I)ERSONS
FOR WHOM DTC PARTICIPANTS ACT AS NOMINEES WITH RESPECT TO THE
REFUNDED nONnS, THE ACCURACY Oli' RECORDS OF nTC, CEDE & CO. OR ANY, DTC
PARTICIPANT WITH RESPECT 1'0 THE SERIES 1993 IlONDS OR TilE I)ROVIDING OF
NOTICE OR PAYMENT TO DTC PARTICIPANTS OR llENIWICIAL OWNERS OR THE
SELECTION OF SERIES 1993 HONDS FOn REDEMPTION.
In the event of an insolvency of D1'C, if DTC has insufficient securitIes in the fungible bulk of
securities in its custody (e.g., due to theft or loss) to sllli~fy the claims of DTC Participallts \vith respect
to depositt'lt securities and is unable by application of 0) cash deposits and securities pledged to DTe to
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protect DTC against losses and liabilities; (ii) the procecds of insurance maintained by D1'C and/or DTC
Participants; or (iii) other resources, to obtain securities necessary to eliminate the insufficiency, DTC
Participants may not be able to obtain all of their deposited securities.
The City, thc Bond Registrar and the Paying Agent cannot give any assurances that DTC.. DTC
Participants or others will distribute payments of principal of, premium, if any, and interest on the Series,
1993 Bonds paid to DTC or its nominecl or any redemption or other notices to the Beneficial Owners
or that they will do so on a timely basis or that DTC will serve or act in a manner described in this
Official Statement.
, DTC may determine to discontinue provid ing its serviccs with respect to the Series 1993 Bonds at
any time by giving notice to the City and discharging its responsibilities v.:ith respect thereto under
applicable law. ' In additionl the City may determine to discontinue the use of book-entry transfers
through DTC'(or any successor securities depository). Under such circumstances, the City and the Bond
Registrar will authenticate and deliver certificated Series 1993 Bonds.
In the event that the book-entry only system is discontinued, the following provisions will govern'
the transfer and exchange,of Series 1993 Bonds. The Series 1993 Bonds will be exchanged for an equal
aggregate principal amount of corresponding bonds in other authorized denominations and of the same
series and maturity, upon surrender' thereof at thc principal corporate trust office of the Bond Registrar.
The transfer of any Series 1993 Bond will be registered on the books maintained by the Bond Registrar
for such purpose only upon the surrender thereof to the Bond Registrar with a duly executed written
instrument of transfer in form and with guaranty of signatures satisfnctory to the Bond Registrar.
containing written instructions as to the details of transfer of such Series 1993 Bond. along with the social
security number or federal employer identification number of such transferee. The City and the Bond
Registrar may charge the registered owners a sum sufficient to reimburse them for any expenses incurred
in making any exchange or transfer after the first such exchange or transfer following the delivery of the
Series 1993 Bonds. The Bond Registrar or the City may also require payment from the registered owners
or their transferees, as the case may be, of a sum sufficient to cover any tax, fee or other governmental
charge that may be imposed in relation thereto. Such charges and expenses shall be paid before any such
new Series 1993 Bonds shall be delivered. Neither the City nor the Bond Registrar shall be required to
register the transfer or exchange of any Series 1993 Bond during the period commencing on the fifteenth
day (whether or not a business day) of UlC month next preceding an interest payment date and ending on
such interest payment date or, in the case of any proposed redemption of a Series 1993 Bond, after such
Series 1993 Bond or any ponion thereoF has been selected for redemption.
SECURITY FOR TIlE SERIES 1993 nONDS
Net Revenues. The principal of and premium, if any. and interest on thc Series 1993 Bonds are
paynble solely from and secured by an irrevocable first lien upon and pledge of the Net Revenucs (as
hereinafter defined) derived and collccted by the Cily from the operation of the water and sewer system
of the City (the 11 Systcmll), 011 n parity with the. City's outstanding Water and Sewer Revenue BOllds,
Series 1984 and Water and Sewcr Revenue Bonds, Serics 1988 (the "Parity Bonds"), lINet Revenues"
are defined by the Series 1993 Odimmce lo include all income or earnings~ including nny income from
the investment of funds, derived by the City from the operation of the System after deduction of current
expenses. either paid or accrucd, for the opermion, maintenance and repair of the System, but not
7
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i'ncluding reserves for renewals and replacements, for extraordinary repairs or any allowance for
depreciation.
The Series 1993 Bonds do not constitute a general indebtedness of the City within the meaning of
any constitutional, statutory or charter provision or limitation. The principal of and interest on the Series
1993 Bonds and all required reserve and other payments shall be made safely from the Net Revenues.
The City shall never be required to levy ad valorem taxes on any properly therein to pay the pr'incipal
of and interest on the Series 1993 Bonds or to make any of the required debt service, reserve or other
payments, and any failure to pay the Series 1993 Bonds shall not give 'rise to a lien upon any property
of or in the City, except the Net Revenucs.
Rate Covenant. In the Series 1993 Ordinance and the Original Ordinance, the City has covenanted
to fix and maintain such rates and collect such fces, rentals and other charges for the services and
facilities of the System and revise the same from time to time whenever necessary which will provide
Gross Revenues in each Fiscal Year sufficient to pay (i) the Cost of Operation and Maintenance of the'
System, (ii) one hundred fifieen per centum (115%) of the Bond Service Requirement becoming due in
such Fiscal Year on the outstanding Parity Bonds, on the outstanding Series 1993 Bonds and on all
outstanding Add itional Bonds, plus (i ii) one hundred per centum (100 %) of all reserve and other
payments required to be made pursuant to the Series 1993 Ordinance and the Original Ordinance. Such
rates, 'fees, rentals and other charges will not be reduced so as to render them insufficient to provide
Gross Revenues for such purposes.
Reserve -Account. The Original Ordinance creates a Reserve Account in a sum equal to and
sufficient to pay the Maximum Bond Service Requirement on all outstanding Bonds becoming due in any
ensuing Fiscal Year. The Maximum Bond Service Requirement for the Outstanding Parity Bonds and
the Series 1993 Bonds will be $ . The Reserve Account will be fully funded in the amount
of $_ after the issuance of the Series 1993 Bonds. No further payments will be required
to be made into such Reserve Account as long as there shall remain on deposit therein a sum equal to the
Maximum Bond Service Requirement on all outstanding Bonds becoming due in any ensuing Fiscal Year.
Moneys in the Reserve Account shall be used on'y for the pmpose of payment of maturing principal
of or interest on the Bonds when the 'moneys in the Sinking Fund are insufficient therefor. Interest
earnings on funds he'd in the Reserve Account will be transferred to the Revenue Fund. In lieu of or
in substituti~n for all or any part of the required deposits to the Reserve Account, the City may provide
for the deposit of a surety bond or insurance policy from a reputable insurer in accordance with the
provisions of the Series 1993 Ordinance.
Any withdrawals from the Reserve Account will be subsequently restored from the first moneys
available in the Revenue rund after all required current payments into the Sinking Fund and into the
Reserve Account, including nil dcliciencics for prior payments, have been made in full.
Additional Bond". Additional Bonds, payable on a parity from the Net Revenues with the Series
1993 Bonds and the Parity Bonds, may be issued for the purpose of refunding a part of the outstanding
Bonds or financing the cost' of extensions, additions and improvements, to thc System nnd for the
acquisition and construclion of, and extensions, additions and improvements tOj sewer and/or water
systems which are'to be consolidated with the System and operated as a single combined utility.
Additional Bonds, other than for refunding purposes, will be issued only upon compliance with all of tlie
conditions set forth in lhc Series 1993 Ordinance, including the following:
8
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(1) As certified by a firm of independent certified public accountants, the aggregate amount of Net
Revenues for the Fiscal Year preceding the date of issuance of the proposed Additional Bonds, or for any
twelve consecutive months during the preceding eighteen months, adjusted as pI'Ovidcd below t is not less
than 120% of the Maximum Bond Service Requirement in any Fiscal Year thereafter on (a) all Bonds
then outstandingt and (b) on the proposed Additional Bonds.
(2) Upon recommendation of the Consulting Engineers, the computation of Net Revenuest for
purposes of issuing Additional Bonds, may be adjusted by including; (a) 100% of the additional Net
Revenues which, in the opinion of the Consulting Engineerst would have been derived by the City from
rate. increases adopted before the Additional Bonds are issuedt jf such rate increases had been
implemented before the commencement of the period for which such Net Revenues are being certified,
and (b) 100% of the additional Net Revenues estimated by the Consulting Engineer to be derived during
the first full twelve month period after the facilities of the System are extendedt enlarged, improved or
added to with the proceeds of the proposed Additional Bondst provided that the adjustments described
. in clause (b) may only be made if the Net Revenues, as adjusted under clause (a), equal at least 1.00
times the Maximum Bond Service Requirement in any Fiscal Year thereafter on (i) all Bonds then
outstanding, and (ii) on the proposed Additional Bonds.
See Appendix Ct "Summary of Certain Provisions of the Series 1993 Ordinance and the Original
Ordinance - Covenants of the Issuer - Issuance of Additional Bonds.".
Series 1993 Bonds Not a Debt of the City
The Series 1993 Bonds shall not comititute a general obligation or indebtedness of the City
within the meaning of any constitutional, statutory or charter pro,'ision or limitation, and no
Bondholder shall ever have the right to compel the exercise of the ad valorem taxing power of the
City or taxation in any form of real or personal property therein for the payment of the principal
'of and interest on the Serics 1993 Bonds or to compel the City to pay such principal and interest
from any other funds of the City except the Net Revenucs. The Series 1993 Bonds shall not
constitute a lien upon any propcl'ty of or in the City, but shall constitute a lien only on the Net
Revcnucs all in the manner provided in the Series 1993 Ordinance.
Outstanding Parity Bonds
On November 15t 1984, the City issued its Water and Sewer Revenue Bonds, Series 1984 (the
"Series 1984 Bonds") in the aggregate face amount of $ I 3 ,050A47.45 , of which $5t125,OOO currently
remains outstanding (the "Series 1984 Bonds"). The outstanding Series 1984 Bonds mature serially
through December, 1994.
On October 25t 1988, the City isslled its Waler .aml Sewer Revenue Bonds, Series 1988t in the
original aggregate original face amounl of $26,565.063. 10 of which $31 t220,574 in principal amount or
Accreted Value is oulstanding as of Seplcmber 30, 1992. The outstanding Series 1988 Bonds consist of
serial and lcrm bonds due lhrough December I, 2018. Principal and premium, if any t and interest on
the Series 1984 Bonds and the Series 1988 Bonds are secured by a pledge of the Net Revenues on a parity
with the Series 1993 Bonds. The Series 1984 BOl1l.Js and the Series 1988 Bonds are sometimes referred
to herein as the "Parity Bonds."
t,
MUNICIPAL nOND INSURANCE
AMBAC Indemnity Corporation ('tAMBAC") has made a commitment to issue n municipal bond
insurnnce policy (the "Municipal Bond Insurance Policy") relating to.the Series 1993 Bonds effective as
of the date of issuance of the Series 1993 Bonds. Under the terms of the Municipal Bond Insurance
Policy, AMBAC will pay to the United States Trust Company of New York, in New York, New York,
or 'any successor thereto (the IIlnsurance Trustee"), that portion of the principal of and interest on the
Series 1993 Bonds which shall become Due for Payment but shall be unpaid by reaso~ of Nonpayment
by the City (as such terms are defined in the Municipal Bond Insurance Policy). AMBAC will make such
payments to the Insurance Trustee on the later of the date on which such principal and interest becomes
Due for Payment or within one business day following the date on which AMBAC shall have received
notice of Nonpayment from the Trustee. The insurance will extend for the term of th'e Series 1993 Bo~ds
and, once issued, cannot be cancelled by AMBAC. See Appendix 0 to this Official Statement for certain
information regarding AMBAC and the Municipal Bond Insurance Policy. The form of Municipal Bond
Insurance Policy is included as Appendix F hereto.
The Municipal Bond Insurance Policy will insure payment only on stated maturity dates and on
mandatory sinking fund installment dates, in the case of principal, and on stated dates' for payment, in
the case of interest. If the Series 1993 Bonds become subject to mandatory redemption and, insufficient
funds arc available for redemption of all outstanding Series 1993 Bonds, AMBAC will remain obligated.
to pay principal and interest on outstanding Series 1993 Bonds on the originally scheduled interest and
principal payment dates including mandatory sinking fund redemption dates. In the event of any
acceleration of the principal of the Series 1993 Bonds, the insured payments will be made at such times
and in such amounts as would have been made had there not been an acceleration.
In the event the Paying Agent or the City has notice that any payment of principal of or interest on
a Series 1993 Bond which has become Due for Payment and which is made to a Bondholder by or on
bchalf of the City has becn deemed a preferential transfer and therefore recovered from its registered
owner pursuant to thc United States Bankruptcy Code in accordance with a final, nonappealable' order'
of a court of competent jurisdiction, such registered owner will be entitled to payment from AMBAC to
the extent of Stich recovery if sufficient funds arc not otherwise available.
The Municipal Bond Insurance Policy does not insure any risk other than Nonpayment, as defined
in the Policy. Specifically, the Municipal Bond Insurance Pol icy docs not cover:
I . payment on acceleration, as a result of a call for redemption (other than mandatory sinking
fund redemption) or as a result of any other advanccment of maturity;
2. paymcnt of any rcdcmption, prepayment or acceleral ion premium; or
3. nonpaymcnt of principal or interest c.lllsed by the insolvency or negligence of the Paying
Agent, if any.
If it becomes nccessary to call 'upon the Municipal Bond Insuran'ce Policy, payment of principal
requ ires surrender of Scries 1993 Bonds to the r nSUfallCC Trustee together with an appropriate instrument .
of assignment so as to permit ownership of such Series 1993 Bonds to be registered in the f1llme of
AMBAC to the extent of the payment under [he Municipal Ilond Insumnce Policy. Payment of interest
10
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pursuant to the Municipal Bond Insurance Policy requires proof of Bondholder entitlement to interest
p~ymcnts and an appropriate .assignment of the Bondholder's right to payment to AMBAC. .' ','I
. Upon pi\yment of the insurance bClicfits', AMBAC will becollle theowner of the Series 1993 Bond~
or rightto payment of principal or interest on such Series 1993 Bond and 'will be fully subrogate~ ~o the
su~rendering Bondholder's rights to payment..
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Insurance Guaranty Association:
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, In cases where the ~onds arc issuable in book-cntry 'form, the Insurance Trustee s~all disburse
principal and inte,rest to a Bondholder only upon evidence satisfa~tory to the Insurance Trustee and
,AMBAC that the ownership interest of the Bondholder in the right to payment of such principal and
interest has beeri effectively transferred to AMBAC on the books maintained for such purpose. ' AMBAC
shall be fully subrogated. to all of the Bondholders' rights to payment to the exte'nt of the insurance
disbursements so made. . .
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Fiscal Year
Ending
September 30 Parity Bonds
1993' $ '64~,109.00
1994 3,282,780.00
1995 , 3,264;417.50
1996 897,492.50
1997 897;4~2.50'
1998 '897,492.50
. ' 1999 89.7,492.50
2000' 897;492.50
2001 897,492.50
2002 897,492.50
2003 897,492.50
2004 ,897,492.50,
2005. .1,522,492.50
2006 6.840.242.~0
2007 6,840,416.25
2008 6.842,840.00
2009. 6,8~8,67q.OO
2010 6,839.500.00
2011 ' 6.840,78'7.50'
2012 6,840,062.50
.2013 6.841,275.00
2014 . 6~842,250.90
2015 6.840.000.00,
2016' , 6.840.000.00
2017 ' 6,840,000.00
2018 6.840,000'.00
2019 6.840.000.00
, I
Total $112,555,275.25
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(1) Net of Ilccru~d interest.
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. DEBT SERVICE REQUlREME~S
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Series 1993 Bonds
': ,Parity. and
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, Series; 1993 .
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" Bonds Total'
Debt Service
. Rcquiniments
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Principal
Interest
, Total
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SOURCES AND USES 014' FUNDS
SOURCES
Principal Amount of Series 1993 Bonds
Original 'Issue Discount
Accrued Interest
Other Avail~ble Funds of the' City(l)
'$
Total Sources
$
USES
Deposit to Escrow Account
. Deposit to Interest Account
Costs of Issuance including Underwriter's
Discount and Bond Insurance Premium
$
Total Uses
$
(1) Includes $ nnd $ to he reJ~ased from the Refunded Series 1988A Bonds nnd Series '1988B Bonds Deht
service funds, respectively, and $ to be rcl~lIsLld from the Reserve Account with respect to the' Refunded Bonds.
THE WATER AND SEWER SYSTEM
Water System
Water Supply. Water supply for the area served by the System is currently derived from existing
City well fields and by the purchase of water from Pinellas County. , The Chy has a bulk water purchase
agreement with Pinellas County that supplies up to 80 percent of the service area's 'wute~ needs on an as
needed basis. The City currently has eighteen (18) production wells scattered throughout the service area,
each equipped with automatic control systems. The City water system and the Pinellas County water
sy~lem arc interconnected at seven (7) lo~alions. '
The City's agreement with Pinellas County requires the City to purchase' a minimum of
1,460,000,000 gallons of water from the County within each calendar year) with a maximum amount of.
water available to the City of 10 million gallons per day. The current rate charged by the County for
water sold to the City is approximately $1.32 per thousand gallons. . The rate is set by the Board of
County Commissioners and is based on a prorated share of revenue cost requirements of the County water
system including production and transmission costs required for the supply of water, to the Pinellas
County water users.
" .
The City's water distribution system consists of approximately 515 miles of water mains ranging
up to 20 inches in d inmcter. The distribution system contains numerous interconnectiol1s between piping,
making larger size mains unnecessary for existing flow cOflditions. City water storage within the
distribution system consists of a series of ground-level water storage pumping systems and elevated tank
13
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water storage. The City currenlly has four 5-million gallon ground-level water storage reservoirs, and
three I-million gallon and o~e 0.3 mill ion gallon elcvated watcr storage tanks. The City's clcvated
storage tanks arc all steel vessels designcd to ride on the distribution system. They provide immcdiate
response to pressure and flow demands in the local arcas. '
Raw watcr within the City of Clearwater has historically been of adequate quality to meet minimum
regulatory requirements and has received treatment only in the form of ~isinfection via chlorination with
a limited amount of aeration for sulfide control. Additional treatment has been added in the form of
corrosion control (polyphosphate). This type of treatment to date has been compatible with the quality
of bulk water purchased from the County. Increasing watcr demand on the local water resources has led
to increasing mineralization of the City supply, but there has been no danger to pu~lic health.
Source and Volume of Water Pumped'"
FY City Wells County Total
1983 . 6.188 8.470 14.658
1984 5.838 9.346 15. 184
1985 4.850 10.246 15.096
1986 5.823 9.300 15.123
1987 6.058 9.614 15.672
1988 5.893 10.146 16.039
1989 4.345 11. 851 16.196
1990 3.272 12.472 15.744
1991 '2.872 11. 169 14.041
1992 2.338 12.890 15.228
,
. The following chart shows the' average daily water flow on an annualized basis over the past ten
years.
"'Pigures f;hown arc million gallons pcr dllY, lIveraged OVer the Fillcal Year.
The number of cllstomers served by the water systcm has steadily increased over the past years.
Table I illustrates the growth in 'number of customers over the past ten years.
Historical Growth in Number of Water Customers
Year Water Customers Year
1993* 37,996 1988
1992 37,852 1987
1991 37,771 1986
1990 36,766 1985
1989 36,517 1984
Water Customers
36,105
35,738
35,312
34,890
34,389
"
*AK of Fchnlllry 1993. All utlll:r tigurclI nre ilK uf Septemher of thl.! year indicated:
14
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The ten 'largest water customers and their 1992 water use including water revenues received are
shown in Table II as follows:
Ten Largesl Waler Customers
Fiscal Year Ending September 30, 1992
Name of User
Water Used
(in' 100 Cubic Feet)
Revenues
Produced
I. Morton Plant Hospital
2. Church of Scientology FSO
3. Equitel Inc. (Holiday Inn Surfside) ,
4. HBE Florida Corporation (430 S. Gulfvicw Blvd.) ,
5. Baptist Estates of Florida Inc. (Oak Cove & Oak BlufO
6. Bay Winds Ltd. Partnership
7. Sheraton Sand Key Resort
8. David L. Partis, R. E. Inc. (880 Mandalay)
9. Hyprops Inc. (Holiday Inn Gulfview)
10. 440 West Inc. '
Total'
423.713
$129,256
,144,262
95,129
'70,278
. 53,827
64,753 '
54,910
53,226
52,406
33.766
$751)813
72,486
68,696
55,300
39,088
36,226
35,581
35,452 c
34,230
27,291
19.363
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Source: City of Clearwater '
Sewer System
The City's sanitary sewage collection system is composed of slightly more than 321 miles of
connector mains, utilizing 79 lift stations. Three treatment plants with a combined design capacity of .
28.5 mgd (million gallons per day) arc on line and operational. These three plants are the Marshall Street
Facility, the NOltheast Facility and the East Facility. . .
The Marshall Street Facility was originally constructed in the late 1950's. [t was expanded to a
capacity of 10 mgd in 1978. When the plant was expanded, it was also upgraded to provide nitrogen
control. Marshall Street recently underwent two renovation projects, one of its power wiring and the
other of its instrumentation wiring. New sludge thickening equipment and an additional digester were
also recently added to the plant. .
The Northeast Facility, with an advanced secondary treatment capacity of 13.5 mgd, recently
completed a construction project to add a notation thickener for sludge concentration. Other
improvements added during the past live years include a linnl cfnuent filler for the plant and addition of
anaerobic digesters. '
The Eust Facility, with n design capacity of 5 mgd advanced secondar>' trealment, has recently
compleled a renovation project induding repluccmenl of obsolete ncrnlors, new clectricnllond centers,
15,
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a new sludge division box and metering equipment. An crnucnt filter and 'sll1~g~ notation thick~ners have'
be~!1 added to this plant since its last expansion.
The following chart shows the average daily sewa~e now on an annualized basis over the hlst eight,
ye~rs .
Avcragc Scwage Flow
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Annual Avg. Daily Flow , e'
" Fiscal Year In MGD
~
1985 14.0
1986 , 13.9, ,1 CC
1987 15.6 , , ~ .','
; 1988 13..7. ' '
1989 14.7.
1990 15.2' '
1991 . 15.6
1992 15.8
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The number of c'ustomers served by the sewer systc'm has steadily increased 'over the Rast years.
Table III illustrates the growth in number of customers over the past ten yea~s. ".
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Historical Growth in Numher of Sewer Customers
Year'
Sewer Customers
Year
Sewer Customer
,"
1993'*
1992
1991
1990
1989
32.445 e
32.373 '
31.854
31.714
'. 3 1 .523
. 1988
1987
1986
1985
1984
3 1 A53 .
31.300
30;500
30.000
29.4~6
,"'As or Fchllll1l)' 1993. All olher.figures are us of ~l.'PlclIlbcr ~O (If UIC year imJicalcu.
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The ten largest sewer customers and their 1992 water use including sewcr revenues received are'
shown in Table IV as follows:
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Name of User
Sewer Used
(in 100 Cuhic Feet)
Revenues
Produced
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Ten Lurgc...,t Sewer Customers
Fiscul Yeur Ending September 30, 1992
1. Morton Plant Hospital
2. Church of Scientology FSO
3. Equitel Inc. (Holiday Inn Surfside)
4. HBE Florida Corporation (430 S. Gulfvicw Blvd.)
5. Bay Winds Ltd. Partnership
6.' Sheraton ,Sand Key Resort
7. Baptist Estates of Florida Inc. (Oak Cove & Oak Bluff)
8. David L. Patis Real Estate Inc. (880 Mandalay)
9: Hyprops Inc. (Holiday Inn Gulfview)
10. 440 West~ Inc.
72~ I 86
56,578
55,300
38,784
35,581
35~452
35,292
31 ~ 189
24,326
17.040 '
$t56~644
122~ 7.74
119,864
84~16t,
76,768
76~ 731
76,584
67,680
52,787
36.977
Total
40 L 728
$870.970
,-
Suurce: City of Clearwater
Water and Scwer Capitul Improvements
The City has recently completed a six-year (1986-1992) capital imprOVe> , ~hts program. A portion
of the funding for these improvements was derived frolll the Serics t 988 Bonds' and the Refundcll Bonds
and from certain other available funds of the City. '
The improvements included replacement of approximately 89 miles of pipelines; the improvements
of facilities at Reservoir No.2 to hoost system pressures and allow some local wells to be 'reworked and
put back into service; a new connection to Pinellas County's transmission main of new high service
pumping facilities; chlorination facilities and corrosion control chemical fced equipment; chlorine dioxide
equipment for disinfecting prior to storage; increased storage space for construction materials and
equipment; water main extensions; engineering and research drilling of test wells and the conversion of
test wells to production wells; the purchase and installation of standby generation equipment; upgrading
the three wa~lCwater treatment facilities and expansion of the Northeast Plant to 13.5 mgd from 8.0 mgd.
At present the City has no future capital financing plans for the System rcquiring the issuunce of
Additional Parity Obligations.
RATES, FEES ANI) CHARGES
The City uses a three-tiered rate structure for wnter and sewer usage. The base rate includes a
minimum usage for residential and nonresidcnlial water rates. Any usage over the minimum is hilled at
one rilte per 100 cubic feet lip to a dcsignatcJ level and at a second rate for lIsage over that level. For
17
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irrigation~ there is a base rate~ with no minimum~ and u charge per 100 cubic feet of water usage up to
a designated level and a higher charge for usage over that amount. -The sewer base rate includes a
minimum usage and a fixed charge per 100 cubic feel of water usage over the basic allowance. The
minimum usage and second tier usage level vary with the size of the meters.
~ \
Current. and projected future monthly rates for all users arc as shown in the following table:
Size of. Meter
October I,
1991
February I,
1992
October I,
1992
. October I,
1993
Residential and
Nonresidential Water Rates
Minimum -- Under I inch
-- I inch
-- 1.5 inch
-- 2 inch
-- 3 inch or 2 inch manifold
-- 4 inch
-- 6 inch
. -- 8 inch
$ . 4.48 $ 5.88 $ 6.12 $ 6.76
10.08 13.23 13.76 15.21
150.08 196.98 204.86 226'.46 ..
348.32 457.17 475.46 '525.59 .~
537.60 705.60 733.83 811.20
1,034.88 1,358.28 1,412.62 1 ~561.56
2,657.76 3~488.31 3,627.85 4,010.37
4,480.00 5,880.00 6,155.20 6,760.00
Additional charges are assessed for cubic feet of usage in excess of designated minimums.
Rates for Irrigation (Lawn) Meters
Minimum -- under 1 inch 1.50 2.18 2.18 2.18
-- 1 inch 1.75 6.54 6.54 6.54
-- 1:5 inch 2.50 32.70 '32.70 32.70
-- 2 inch 3.25 91.56 91.56 91.56
-- 3 inch 12.75 180.94 180.94 180.94
-- 4 inch 17.00 348.80 348.80 348.80
-- 6 inch 23.75 1 ~052.94 I ~052.94 1 ~052.9.4
October I, February I, October I, October 1,
Size 'of Meter 1991 1992 1992 1993
Sewer Rates
Minimum -- Under I inch 8.28 8.88 9.44 11. 00
-- I inch 18.63 19.98 21.24 24.75
n 1.5 inch 277 .38' 297.48 316.24 368.50
-- 2 inch 643.77 .690.42 733.96 855.25
-- 3 inch or 2 inch manifold 993.60 1,065.60 1,132.80 1,320.00
n 4 inch I ~912.68 2,051.28 2,180.64 2~54 1.00
-- 6 inch 4,912.11 5,268.06 5.600.28, 6,525.75
n 8 inch . 8,280.00 8.880.00 9.440.00 II ~ooo.oo
Per 100 cubic feet of water used
over lite allowed in minimum 2.07 2.22 2.36 2.75
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FINANCIAL STATEMENTS
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The combined financial statements and Water and Sewer enterprise fund financial statements of the
City at September 30, 1992 and September 30, 1991 and for the Fiscal Years then ended, appended
hereto as Appendix B, have been ex~erpted' from the financial statements contained in the City's
Comprehensive Annual Financial Reports for the Fiscal Years ending September 30, 1992 and September
30. 1991.
LEGALITY FOR INVESTl\'1ENT
The Series 1993 Bonds constitute legal investments in the State of Florida for state, county,
municipal and all other public funds and for banks, savings banks, insurance companies. executors,
administrators, trustees and all other fiduciaries, and also constitute securities eligible as collateral security
for all state, county, municipal and other public funds.
TAX EXEI\U)TION'
The Internal Revenuc Codc of 1986, as amended (the "Code") establishes certain requirements
which must be met subsequent to the issuance and delivery of the Series 1993 Bonds in order.that'intcrest
on the Series 1993 Bonds be and remain excluded from gross income for purposes of federal income
taxation. Non-compl iance. may cause interest on the Series 1993 Bonds to be included in federal gross
income retroactive to the date of issuance of the Series 1993 Bonds regardless of the date on wh ich 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 1993 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
Series 1993 Ordinance to comply with such requirements in order to maintain the exclusion from federal
. gross income of the interest on the Series 1993 Bonds.
1.
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In the opinion of Bond Counsel, assuming compliance with the aforcmentioned covenants, unde:r
existing laws, regulations. judicial decisions and rulings, interest on the Series 1993 Bonds is excluded
from gross income for purposes of federal income taxation. Interest on the Series 1993 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 1993 Bonds may be subject to the alternative minimum tax
when any Series 1993 Bond is held by a corporation. The alternative minimum taxable income of a
corporation must be increa.sed by 75 % of the excess of such corporation's adjusted current earnings over
its alternativc minimum taxable income (before th is adjustmcnt and the alternative tax net operating loss
deduction). II Adjusted Current Earnings'" will include interest on the Series 1993 Bonds. The Series
1993 Bonds arc exempt from all present intangible personal property taxes imposed pursuant to Chaptcr
199, florid;l Statutes.
Except as described above, Bond ~ounsel will express no opinion regarding lhe federal income tax
consequences resulting from the ownership of, receipt or accrual or interest on, or disposition of Series
1993 Bunds. Prospective purchasers of Series 1993 Bonds should he aware that lhe ownership of Series
1993 Bonds may result in collateral federal income Inx cons~qucnces, including (i) the denial or a
deduction for intercst on indebtedness incurred or continued to purchnsc or carry Series 1993 Bonds, (ii)
20
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the reduction of the loss reserve deduction for property and ca!ilIalty insurance companies by 15% of
certain items, including interest on the Series 1993 Bonds, (iii) for taxable years beginning before 1996,
the inclusion of interest on Series 1993 Bonds in "moditicd allernative minimum taxable income" for
purposes of the environmental tax imposed on corporations, (iv) tl~c inclusion of interest on the Series
t 993 Bonds in earnings of certain fordgn corporations doing business in the t.I niled States for purposes
of a branch profits tax, (v) the inclusion of interest on Series t 993 Bonds in passive income subject to
federal income taxation of certain S corporations with Subchapter C earnings and profits at the close of
the taxable year, and (vi) the inclusion of interest on the Series 1993 Bonds in II mod ified adjusted gross
income" by recipients of certain Social Security and Railroad Retirement benefits for purposes of
determining whether such benefits arc included in gross income for federal income tax purposes.
I
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PURCHASE, OWNERSHIP, SALEOR DISPOSITION OFTHESERIES 1993 BONDS AND THE
RECElPT OR ACCRUAL OF THE INTEREST THEREON MAY HA VE ADVERSE FEDERAL TAX
CONSEQUENCES FOR CERTAIN INDIVIDUAL AND CORPORATE REGISTERED OWNERS.
PROSPECTIVE SERrES 1993 REGISTERED OWNERS SHOULD CONSULT WITH THEIR TAX
SPECIALISTS FOR INFORMATION IN THAT REGARD.
During recent years legislative proposals have been introduced in Congress, and in some cases
enacted that altered certain federal tax consequences resulting from the ownership of obligations that are
similar to the Series 1993 Bonds. In some cases these proposals havc contained provisions that altered
these consequences on a'retroactive basis', Such alteration of federal tax consequences may have affected
the market value of obi igations sillli lar to the Series 1993 Bonds, From time to time, legislative proposals
are pending which could have an cffect on both the federal tax consequences resulting from ownership
of Series t 993 Bonds and their market value. No assurance can be givcn that legislative proposals will
not be introduced or enacted tha1 would or might apply to, or havc nn. adverse effect upon, the Series
1993 Bonds,
Tax Treatment of Origillal Issue Discount
Under the Code, the difference between the maturity amount of the Series 1993 Bonds maturing in
the years 20_ through 20_, and thc initial offering price to the public, excluding bond houses,
brokers or similar persons or organizations acting in the capacity of underwriters or wholesalers, at which
price a substantial amount of Series 1993 Bonds of the same maturity was sold is Itoriginal issue
discount. II Original issue discount will accrue over the term of such Series 1993 Bonds at a constant
interest mte compounded periodically. A purchaser who acquires such Series 1993 Bonds in the initial
offering at a pricc equal to thc initial offering price thereof to the public will be treated as receiving an
amount of interest excludablc from gross income for federal income tax purposes equal to the original
issuc discount accruing during the pcriod he holds such Series 1993 Bonds, and will increase his adjusted
basis in such Series 1993 Bonds by the amount of slJch accruing discount for purposes of determining
taxable gain or loss on the sale or other disposition'of such Series 1993 Bonds. The federal income tax
consequences of the purchase, ownership and redemption, sale or other disposition of the Series 1993
Bonds which are not purchased in the initial offering at the initial offering price may be dctermined
according to rules which differ from those above. Owners of such Series 1993 Bonds should consult their
own tax advisors with respect to the precise determination for federal income tax purposes of interest
accrued upon snle. redemption or other disposition of Series 1993 Bonds nnd with rcspcctto the state and
localulx consequences o(owning and disposing of snch Series 1993 Bonds.
21
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RATINGS
Standard & Poor's Corporation ("Standard & Poor'sU) and Moody's Investors Service, Inc.
("Moody's") arc expected t,o issue their ratings of II AAA" and" Aaa," respectively, with respect to the
Series 1993 Bonds, based on the issuance of the Municipal Bond Insurance ~olicy by AMBAC Indemnity
Corporation. The ratings renect the view of Standard & Poor's and Moody's and any explanation of the
significance of such ratings may be obtained only from Standard & Poor's and Moody's. There is no
assurance that such ratings will remain in effcct for any given period of time or that such ratings may not
be lowered or withdrawn entirely by the rating agencies, if in their opinion or judgment, circumstances
so warrant. Any downward revision or withdrawal of the ratings may have an adverse effect on the
market price and marketability of the Series 1993 Bonds.
LITIGATION
In the opinion of the City Attorney there is no litigation now pending or threatened (i) to restrain
or enjoin the issuance or sale of the Series 1993 Bonds or (ii) questioning or affecting, the validity of the
Series 1993 Bonds, the Series 1993 Ordinance or the pledge of the Net Revenues by the City or the
proceedings for the authorization, sale, execution or delivery of the Series 1993 Bonds.
The City is involved in certain litigation and disputes incidental to its operations. Upon the basis
of information presently available, the City Attorney believes that there are substantial defenses to such
litigation and disputes and that,' in any event, any ultimate liability, in excess of applicable insurance
coverage, resulting therefrom will' not materially adversely affect the financial position or results of
operations of the City. '
ENFORCEABILITY OF REl\'ffiDIES
The remedies available to the registered owners of the Series t 993 Bonds upon an event of default
under the Series 1993 Ordinance arc in many respects dependent upon judicial actions which are often
,subject to discretion and delay. Under existing constitutional and statutory law and judicial decisions,
including specifically Title II of the U niLed States Code, the remedies specified by the federal banknlptcy,
code, the Series 1993 Ordinance and the Series 1993 Bonds may not be readily available or may be
limited. The various legal opinions to be delivered concurrently with the delivery of the Series 1993
Bonds (inc,luding Bond Counsel's approving opinion) will be qualified, as to the enforceability of the
various legal instruments, by limitations imposed by bankruplcy, reorganization, insolvency or other
similar laws affecting the rights of creditors enacted before or after such delivery.'
CERTAIN LEGAL IHATTERS
, Certain legal matters in connection with the issuance of the Series 1993 Bonds are subject to the
approval of Bryant, Miller and Olive, P.A., Talfahassee, Florida, Bond Counsel, whose approving
opinion will be available at the time of delivery of Ule Series 1993 Bonds and will be printed on such
,Bonds. The proposed form of Bond Counsel opinion is aUached hereto as Appendix E and reference is
mude to such form of opinion for the complete text thereof. Certain legal matters will be passed upon
22
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for the Underwriter by its Counse1,'Schifino & Fleischer, P.A., Tampa, Florida. Certain legal matters
will be passed upon for the City by M.A. Galbraith, Jr., Esq., City Attorney.
'VERIFICATION OF ARITHMETICAL COMPUTATIONS
The accuracy of (a) the arithmetical computation of the adequacy of the maturing principal amounts
and interest earnings thereon of the Federal Securities deposited under the Escrow, Agreement to pay
when due all principal of and interest on the Refunded Bonds and (b) the arithmetical computation
supporting the conclusion that the Series 1993 Bonds are not Itarbitrage bondslt within ,the meaning of
Section 148 of,the Internal Revenue Code of 1986, as amended, will be verified for the City by Ernst
& Young, Independent Certified Public Accountants. Such verification will be based on certain
information supplied to Ernst & Young by the Underwriter.
DISCLOSURE REQUIRED BY FLORIDA BLUE SKY REGULATIONS
Section 517.051, Florida Statutes, and the regulations promulgated thereundcr (the "Disclosure Act")
require that the City make a full and fair disclosure of any bonds or other debt obligations that'it has
issued or guaranteed and that are or have been in default as to principal or interest at any time aftcr
December 31 J 1975 (including bonds or other debt obi igations for which it has served only as a conduit
issuer such as industrial development or private activity bonds issued on behalf of private businesses).
The City is not, and has not since December 31, 1975, bcen in default as to principal and interest on
bonds or other debt obligations for which ad valorem or non-ad valorem revenues of the City are
pledged.
FINANCIAL ADVISOR
The Financial Advisor for the City is Raymond James & Associates, Inc. with offices located at 880
Carillon Parkway, St. Petersburg, Florida 33716, telephone number (813) 573-8268. The Financial
Advisor will structure and purchase for sale to the Escrow Account a portion of the portfolio of Escrow
Secu,rities, as described in the section liThe Refunding Plan" herein, for,which the Financial Advisor is
being compensated.
, UNDERWRITING
The Series 1993 Bonds are being purchased by Smith Barney, Harris Upham & Co. Incorporated
(the flUnderwriter"). The Underwriter has agreed to purchase the Series 1993 Bonds at an aggregate
purchase price of $ , (net of original issue discount of $ und Underwriter's
discount of $ ) plus accrued interest on the Series 1993 Bonds from the date thereof to the date
of delivery ($ ). The Bond Purchase Contr,act provides that the Underwriter will purchase
all the Scries 1993 Bonds if any are purchased, and that their obligation is subject to the delivery of
certain documents at or prior to delivery of the Series 1993 Bonds. The initial public offering prices set
forth on the covcr pagc may be changed by the Undcrwriter. The Undcrwritcr is purchasing for sale to
the Escrow Account a portion of the portfolio of Escrow Securities, as described in thc section tiThe
Refunding Plan" herein, for which the Undcrwriter is being compensated.
23
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MISCELLANEOUS
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The references, excerpts and summaries of all documents referrcd to hercin do not, purport ~o be
complcte statements 9f the,'provisiotis of such documents, and reference is directed to all su~h documents
, for full and complete statements of nil mattcrsof fact relating to t~e Series J993 Bo!,ds, the sccurity for
the payment of the Series 1993 Bonds, and the rights and obligations of holders thereof.
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, , The information contained in this Official Statement involving matters of opinion or of estimates, '
whether or not so expressly stated, are setforth as such ,and not as representations of fact, ~nd no
representation is made that any of the 'estimates will be realized. Neither this Official statement nor. a~y
statement: which may have been made verbally' or, in writing is to be construed as a contract with. the <
holders of,the Series 1993 Bonds; ,
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The c?tccution and delivery of this 'Official Statement by its Mayor and 'its City Manager has been
duly authorized by the City Commissio~. '
CITY OF CLEARWATER, FLORIDA
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, Rita Garvey. Mayor and' Commissioner
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Michael Wright, City Manager
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April _' 1993
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APPENDIX ^
GENERAL INFORMATION
RELATING TO TIlE CITY OF CLEARWATER, FLORIDA
Locution ' ,
, The City of Clearwater, the County Seat of pjnellas County (the third most populous County in
Flo~ida), is geographically located in the middle of the west coast of Florida on the Gulf of Mexico. It
is situated approximately 22 miles west of Tampa and 16 miles north of St. Petersburg. Standing on the
highest coastal elevation of the State,' the City I imits comprise approximately 27 square miles of land and
8.5 square miles of waterways and lakes. .
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Clearwater Beach, a corporate part of the City, is a beach community connected to the mainland
by Memorial Causeway, a four-lane, toll-free drive stretching almost two miles across Clearwater Harbor.
Business on Clearwater Beach is mainly tourist-oriented, with hotels, motels and gift shops. Many fine
homes, apartments and condominiums offer pleasant, semi~tropical island accommodations to permanent
residents and winter and summer visitors. '
History
The area now known as Clearwater was tirst explored in 1528 by Panfilo de Narvaez, a Spanish
explorer who encountered a large tribe of Indians, which his army drove out. The Indians recaptured
their territory and held it until.the Seminole Wars of 1835-42. The Indians who inhabited this ,area are
, said to have called it nPocotopang," meaning i1clear water,n for the many springs of clear, fresh water
that bubbled along the shore and even below the waterline at low tide.
,Settlers began moving into the area around the time ofthe Seminole Wars. After the wars ended,
the territory was opened by the Federal government for homesteading under the Armed Occupa,tion Act.
The first land title was granted in 1842. Thc early settlement, named i1Clcar Water Harbor," was
incorporated in 1897. nClear Watern later became one word and "Harbor" was dropped in 1906 when
Pinellas County was creat~d by an act of the State Legislature. In May 1911, Clearwater became the
County Seat and Clearwater was chartered as a municipality on May 27, 1915.
Government and Administration
Clearwater has a Commission-Manager form of government. Four Commissioners and a Mayor- ,
Commissioner are elected at large to serve overlapping two-year terms. They appoint the City Manager
and the City Attorney.' All other administrative and professional positions are appointed by the City
Manager in accordance WiUl the City's Civil Service System. In 1976, Clearwater was selected to receive
an I.C.M.A. Management Innovation Award for ils nationally recognized community planning and
groWUl control procedures.
The City has approximately 1,609 employees, covered by the City's Civil Service law rclming
to recruitment, promotion, evaluation and discipline based on merit principles. Three employee unions
represent the City's civil labor force: Fraternal Order of Police; Internutional, Association of Fire
Figh,tcrs; Communicl.ltions Workers of America.
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Transportation
Pinellas County and Clearwater are served by three major causeways and bridges over Tampa
Bay, by U.S. 19 and 1-275 to the north and somh, by 1-4 and U.S. 60 to the east. State Roads 590,686
and 55 also afford access to the City. '
Tampa International Airport, located approximately twenty miles from downtown Clearwater,
provides air travel access with over 230 flights a day to 62 domestic cities and foreign locations.'
Limousine and taxi service to and from the airport is available from Clearwater and throughout Pinellas
County. St. Petersburg~Clearwater International Airport, five miles from downtown Clearwater, offers.:
regularly scheduled passenger service and charter and special group flights, on a more limited'basis to
both domestic and foreign destinations, particularly to Canada and Mexico, Central and South America.
The Clearwater Executive Airport, which is slightly over a mile from the downtown business section,
provides service and maintenance for private plane owners. The airport has one 3,000 foot hard-surface
runway and facilities for visiting and locally based planes.
The Port of Tampa (22 miles to the east) is the closest deep water port. 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 International Airport, and a search and sea rescue cutter station on'
Clearwater Harbor opposite Sand Key.
Gulf Coast Motor Lines provides service daily between Clearwater, St. Petersburg and Tampa
and makes connections with Greyhound and Trailways Bus Lines in Tampa. Sccnic tours are available
via Gray Line out of Clearwater and St. Petersburg, and both Gray Line and Gulf Coast have buses for
charter. Pinellas Suncoast Transit System maintains 54 routes in 19 municipalities in Pinellas County.
Utilities, Public Services and Community Facilities
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The City owns and ,operates its own water, s'ewer, gas and solid waste systems. Water is obtained
from 18 deep wells owned and operated by the City and from wholesale purchases from the. Pinellas '
County Water System. Sewage is treated at three pollution control sewage treatment plants with a total
capacity of 28.5 million gallons per day. Natural gas, purchased under wholesalc agreements with
Florida Gas Transmission Company, is distributed through 452 miles of gas mains to approximately,
12,063 connections. It is the policy of the City to seL rates and charges for utility and other public
services so that each enterprise activity is self-sustaining. The Public Service Department maintains
approximately 350 miles of paved streets, 17 miles of unpaved streets, 9 miles of alleys, 120 miles of
storm sewers, 35 miles of drainage ditches and 37 ponds or lakes. Solid waste is collected City-wide on
a regular basis and transported to the resource recovery plant in Pinellas County.
Electric power is provided hy Florida Power Corporation and telephone service is provided by
Gcneral Telephone Company. Vision Cable of Pinellas, Inc. provides cablc television service under a
franchise with the City. Local editions of the daily St. Petersburg Times and The Tampa Tribune, plus
weekly newspapers from adjacent Dunedin, Largo, Seminole and Clearwater Beach are widely'
distributed.
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Clearwater has its own municipal I ibrary which has ovcr431 ,355 volumes in four branches. The
City offers over 42 acrcs of public beach front, parks, playgrounds, athletic courts and fields, pools, a
4,370 seat bascball and softball stadium, golf course, civic and recreational centers, 3.5 miles of
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recreational paths, boat ramps and a 210 slip yacht basin and marina. The Philadelphia Phillies conduct
spring training at the municipal baseball stadium and have a long-term contract for farm club training on
Clearwater's specially constructed facilities during the Winter Instructional League Program. Clearwater
is the home of the Clearwater Bombers, national amateur fastpitch softball team.
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Tourism
, The State Division of Tourism reported that approximately 40,536,195 tourists came to Florida
during 1992. Approximately 3,792,000 of them visited Pinellas County' and 1.4 million visited
Clearwater. Clearwater's Fun 'N Sun Festival each spring attracts thousands of visitors.
Education
The Pinellas County School System operates 74 elementary schools, 21 middle schools and 15
high schools within the County which are attended by approximately, 90,086 students in kindergarten
through the 12th grade: Private schools and academies are also located,within or near the City limits.
The Pinellas County School System offers vocational and adult education at facilities in or adjacent to the
City. In addition, St. Petersburg Junior College has a Clearwater campus and Eckerd College in St.
Petersburg, Beacon College in Largo, Stetson University College of Law in Gulfport, the University of
South Florida and the University of Tampa in Tampa offer nearby college and post-graduate education.
Industry, Commerce and Labor
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Light, clean industry is encouraged in Clearwater. In t 957, the City of Clearwater developed
a 100 acre industrial park adjacent to the Clearwater Air Park (Executive Airport) and to the CSX
Transportation Company. There is also a privately owned, 35 acre industrial park. Large industries
located near Clearwater include Honeywell, General Electric, UNISYS, Concept and Hercules Defense
Electronics Systems, Inc. '
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Pension Plans
The Employees' Pension Plan and the Fireman's Pension Plan are self-administered by the City.
Both plans had unfunded liabilities as of September 30, 1992, the funding of which is being amortized
over a 35 year period for the Fireman's Plan, and over a 40 year period for the Employees' Plan (except
for a portion of net actuarial deficiency resulting from Plan amendments approved in Dece~ber t 978.
and from changes in actuarial assumptions which are being funded over 30 year periods). City
contributio~s for fiscal year 1991-1992 were $3,595,232 to the Employees' Plan and $675,938 to the
Fireman's Plan, and were in accordance with actuarially determincd funding requirements.
[n addition, supplemental pensions exist for eligible Police and Fire employees, funded from
excise taxes on gross receipts from premiums on certain insurance policies covering property in
Clearwater, collected by the State and remitted to the City. Neither the City nor the employees contribute
under these plans. Both plans require benefits to be adjusted to equal funds assets providcd by the
defined contributions.
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Demographic Information
Last Ten Years
(a) (h) (0) , . (d) (e)
Permanent Per Capita Median School U nemployinent
Year Population Income Age Enrollment Rate (%)
,1983 91,879 $13,288 43.8 10,203 5.8%
1984 93,648 14,601 44.7 10,349 ' 4.6
1985 95,330 15,902 45.3 10,432 ' 5.7 . ,
1986 97,882 17,039 Not avail. 10,494 5.3
1987 99, 124 17,947 Not avail. 10,797 5.0,
1988 100,202 19,3 I 7 Not avail. 10,922 4.7'
1989 1,01,082 21,255 Not avail. 10,796 5.3
1990 98,784 21 ,703 Not avail. 12,732 4.~
1991 99,612 Not avail. 42.1 11,572 6.1
1992 99,856 Not avail. 42.3 II ,921 5.4
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(a) 1981-1989, U.S. Bureau of Census estimate; 1990 'Census; 1991: University ;)f Florida, Bureau of Economic and Business
Research.. " ' .
(b) Datu is for PineUas County, hut should approximate Clearwater levels. Source of Data is the U.S: Department of,
Commerce, Burenu of Economic Analysis.
(c) Pinellas County level data, hut should approximate Clearwater levels. Snurce 'of datll is the St. Pchm;hurll Times Research
Bureau, 1982-1985; 1991-1992 U.S. Bureau (If the Census.
(d) 1982-1990, Clearwater Planning Department pro rata estimate (If Pindllls County School DUllrd datn;' 1991-1992 Pindllls
County School Board. ,
. (e) Datil is for the Tampa/St. Pellmhurg SMSA. Published by the Florida Department of Lahor and Employment Security.
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Construction Value and Building Permits
City of Clennvater, Florida
Commercial Construction Residential Construction Miscellaneous Construction(al '
Fiscal Number Number Number
Year of Pcrmilli Value of Permits Value of Permits Value
1986 597 $ 61, 726,2~7 1,244 $ 83,486.773 3,005 $ 6,766,508
1987 626 42,649,623 1,378 46,939.249 4,454 9,198,587
1988 731 45,510,427 1,385 42,150,294 3,411 13,219,492
1989 705 121,554,308 t,I27 37,140,105 4,326 22,579,744
1990 782 :47,382,330 1,018 74,169,490 4,991 16,983,323
1991 626 24,250,916 1,260 " 34,937,357 5,906 17 ,452~'664
1992 557. 32,765,807 1,137 25,956,814 5,940 18,020,294
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In Pinellas County
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Pinellas County ,School System
'Pinellas County Government
Times Publishing ,Co. '
H~me Shopping Network
Honeywell Space Systems
City of St. Petersburg'
Morton Plant Hospital
F1~rida Power Corp.
AT&T Paradyne Corp.
St. Petersburg/Clearwater InCl. Airport*
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Public education
Government services
Newspaper publishing
,Merchandising ,
, A~rospace, avionics
City government
Hospital
Utility
Data communications
Airport
15,000
4,100
3,,900
3,781
3,600
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3,000
2,832
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Assessed and Estimated Actual Property Valuations .';
Assessed Valuations{a)
Fisenl Nun-Exempt Personal Other Total Total
Year Real Estate Property Propertyllo) Taxable Exemotlel Total All
1983 . $2,125,536,540 $234,093,076 $510,380 $2,360,139,996 $692,639,522 $3,052,779,518
1984 2,278,052,100 248,990,190 510,380 2,527,552,670 883,746,177 3,411,298,847
1985 2,446,057,910 269,949,700 944,907 2,736,952,517 923,634,695 3,660,587,212
,1986 2,724,424,890 289,744,250 586,416 3,014,755,556 977,758,085 3,992,513,641
1987 3,080,652,280 313,835,680 817,629 3,395,305,589 1,001,043,393 4,396,348,982
1988 3,270,695,390 349,895,280 545,157 3,621,13.5,827 1,081,534,811 4,702,670,638 ,
1989 3,388,838,210 352,914,960 484,002 3,742,237,172 1,148,090,371 4,890,327,543
1990 ' 3,485,372,470 370,827,590 484,376 3,856,684,436 1,192,855,367 5,049,539,803
1991 ' 3,745,222,768 378,841,070 500,188 4,124,564,026 . 1,232,097,193 !i,356,661,219
1992 3,799,734,064 379,338,740 509,202 4. 179 ,582,O~6 1.296,139,766 5,475,721,772
(a) Valuation ill estllblished hy the County Property IIppraiserl\s or Decemtll:r31 preceding the beginning of the applicable
Fiscal Year of the City on October I nf the. following cuhmdar )'tlur.
(b) Ruilroud and Telegraph Companiell. ,
(e) Includes governmentAl, educlItional, ((ualified religious, literary, scientilic and health care properties and special exemptions
tilr imJividuul property owners. QUlllificd I'wperty owners arc entitled to II $25,000 homestead exemption based on
rellidency reqUirement.
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Percent
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Current Percen~ of Delinquent Collections Outstnnding
Fiscal .,' Totat, Tax . Levy. Tax Totnll'ax To Current Delinq~enl ,
Year Tax Levv Collections. Collected, Collections Collections Levy Tnxes
1983 $ 9,53'1,471 $ 9,422,581 98.86% $14,856 $ 9,437,437 99.0.1 % $ 276,426
1984 ID,9~7,983 10,835,796, 98.88 9,3,510 10.,929,30.6 99.74 30.5,10.3
1985 11,766,90.1 11,60.5,379 98.63 25,761 11,631,140. . 98.85 440;864
1986 t3,442,331 13,259,621 98.64 12,0.77 13,271,698 98.73' 611 ;497
1987 15,104,352 ' 14,842,656 ,98.27 6,252 14,848,90.8 98.31 866,941
1988 ' 18,0.93,427 17,855,70.7 98.69 77,643 17,933,350. 99.12 . 'I,D27,at8
1989 ,t8,999,668 18,818,443 99.0.5 189,760. 19,0.0.8,20.3 10.0..04 1,0.18,483
1990. t9,676,174 19,474,325 98.97 35,223 19,50.9,548 99.15 t,185 .lO9
1991 ' 21,336,80.7 21',145,636 99.10. 95.735 21,241,371 99.41 1,280.,545
1992 21,369,980. 21,0.75,554 98.62 109,316 21,184,870. 99.14 1,387,456
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Collections are report~d at the !;ross amount ocfore any discuunt allowances
Property Tax Rates. All Overlapping Governments
(per $1,000 of Assessed Value)
Downtown County , Emergency
Fiscal Develop- School Transit Medicnl
Year ....Q!L m~nt(') Bonrd County District Services Olherb)
1983 4.0.598 0..742 6.940.0. 4.095 .1800. .90.0. ,.8332
1984. 4.3690. 1.0.0.0 7.0.710. 4.311 .2042 .926 .6480.
1985 4.3030. 1.0.0.0. 6.8994 4.0.93 .3295 .932 .7452
1986 4.4558 1.000. 7.2450. 4.139 .4315 .886 .6955
1987 4.4558 1.0.00 7.5020. 4.258 .4536 .931 .70.13
1988 5.0.0.0.0 1.00.0. 7.3370. 4.915 .4987 .931, 1.2933
1989 ' 5.1000. .250. 7.6500 4.90.9 .5135 .931 1.3775
1990. 5. JOaD .860. 8.5330. 5.280. .5743 1.060. .9617
1991 I 5.2037 1.0.0.0. 8.7660. 5.234, .5743 .700. 1.0.964
1992 5.1158 1.000. 8.6260. 5.495 .5893 .700. 1.1560
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20..7310
22.3690
22.5744
22.6821
(a) A separate taxing district established by referendum which nffecl/l unly downlown propertics.
,: (b). Other includes Pinellall County Planning Cuuncil (.0298); Juvenile Wclfl1re Board (.5592); SW Anridl1 Waler Ml1nagement District (.3400); Pindlns
Anclote River Basin (.2270).
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Year Ended September 30, 1992,
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Taxpayers
Type of Business
Assessed .
Value
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to Total
Assessed
Value
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. Bellwether Prop. LP Ltd.
Trizcc Western Inc.
John S. Taylor, III
Church of Scientology
Sand Key Association L TD
Sylvan Abbey
Resolution Trust Corp.
Equitel
MAS One LTD Partnership
First Florida Bank
Total
, Shopping Center
Shopping Center
Landowner
Conglomerate '
Hotel
Adult Congregate Facility,
Adult Congregate Facility
Motels
Office Building
Hotel
$ 75,484,800
62,000,000
34,631,800
23,885,100
17,893,300
17,586,700
16,954,100
16,701,400
13,846,100
13.844.700
$292.828.000
1. 99 %
1.63
0:91
0.63
0.47
'OA6
0.45
,0.44
0.36
0.36
7.70%
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City of Cleanvater Florida
Ratio of Net General Bonded Debt to Taxable Assessed Value
and Net Bonded Debt Per Capita
Last Ten Fiscal Y cars
Ratio of Net Net
Taxable Net General General
Assessed General Bonded Debt , Bonded
Fiscal Value ' Bonded To Assessed Debt,
. Year ' Population (000) Debt (I) . Value Per C~pita
1983 91,879 $2,360,140 $5.324,814 .23 57.95,
,1984 93,648 2,527,553 4,815,155 .19 51.42
1985 95,330 2,736,953 4,250,761 .16 44.59. ,
1986 97,882 3,014,756 3,65,7,278 .12 37.36
1987 99, 124 3,395,306 3,037,117 .09 30.64 ' .'!
1988 100,202 3,621,136 2,395,290 .07 '23.90
1989 101,082 3.742,237, 1,723,137 ,.05 17.05
~990 98,784 3,856,684 1,036,234 .03 , 10.49,
'1991 ' 99,612 . 4,124,564 567,950 .01 , 5.70
1992 99',856 4,179,582 452.779 .01 ,4.53
(1) GruSN general hunded debtless nlllllllnl.'l on depusit in sinking fundN or dchl service fundN.
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Computation of Dirt.oct and Overlapping Debt
September 30, 1992 ' I
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Direct Debt - City of Clearwater
General Obligation Debt
Principal
Amount
Outstanding
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City
Percent
Share of
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, City of Clearwater,
, Series 1978
, ,
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Revenue Debt
City of Clearwater Parking
Revenue' Bonds, Series 1983
Capital Improvement "
Revenue Bonds, Series 1984
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Revenue Bonds, Series 1985
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Agency of the City of '
Clearwater Tax Increment
and Lease Revenue Bonds,
Series 1986
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. Agency of the City of
Clearwater Tax Increment
Revenue Bonds, Series 1987
Water, and Sewer Revenue.
Bonds, Series 1984
Water and Sewer Revenue
Bonds; Series 1988 ,
Water and Sewer Revenue
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Water and Sewer Revenue
Bonds, Series 1988B
Gas System Revenue
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100
525,000 '
192,000
525,000, '
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100
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$ .740,000
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Total Pinellas County
Overlapping Debt
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14.40
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14.40
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34.412.000
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APPENDIX B
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'EXCERPfS FROM TIlE CITY'S COMPREHENSIVE ANNUAL'
FINANCIAL REPORTS AND RELATED'EXPLANATORYNOTES
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The financial statements which follow were excerpted from the financial'
, statements contained in' the City's comprehensive'annual financial reports' ,
,fortbe fiscal years ending September 30,1992 and September:30;:1991;,'
The explan'atorynotes ,which follow were prepared by the,City Finance,
,Department based on the p'ertinent information contained in' the noteS to '
the financial statemen~ appearing in the comprehensive an'nual\ financial .
reports specified above.' " .,
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CITY OF CLEARWATER. FLORIDA '
COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS '
SEPTEMBER 30. 1992 WITH COMPARATIVE TOTAL FIGURES FOR 1991
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of Allowances for Esllmated
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Amount Available In Debt Service Funds
Amount to be Provided for RetIrement
of General Long-Term Debt
Amount to be Provided for Compensated Absences
19.980
10,895.424
12.599,436
1,818.561
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27,377,615-
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1991
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1,346,313 1,378,9~0
3,172,654 I 2,812,980
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174,972 79.787
16,831.968 18,166;196
3,6B6,157 3,426,538
2,467,665 1 ,956.088
1,205,053 1,013,372 ,
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27,908,516 27,923.913
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141.646, 279,647
7,137,341 6,629.405
178,321 178.360
3,038,99B. . 4,26;4,038
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FIducIary , Totals t:
Proprietary Fund Types ' Fund Type Account Groups' (Memorandum Only)
.
General General !,
Internal Trust and Fixed Long- Terri..
Enterprise ServIce Aoencv Assets Debt 1992 1991 1
1 '
!
1,388.770 885,916 182,442 4,533,543 3,034,975 : i
10,119,112 10,1 19,112 8,563,406 ~ ~ c
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951,507 A79,170 2,446,413 1,920,437 f'
2,657,968 ' .
2,657,968 ' 2,300,690 , ~ . .+
','
34,451 . 67,B99 10.2,350 66,542 ,
4,724,649 4,724,649 2,477,543 .,
521,328 21,822.774 c 25.149,370 "
1,929,585 , 1,756,572 3.686,157 3,426,538 ,
,302,349 773,522
17,256 58,134 83,629 78,633 , ,;
35,B88 35,888 ' 54,359
7,092,094 0 7,092,094 7,579,695 '
75,324 3,038,998 4,264.038 '.
725,000 725,000 810,000 I
94,788,501 4,199,822 98,986,323 100.739,974 I
826,437 7,772,893 2,004,034 10,603,364 9!985,359 ~ ~
eO
1 ,083,2,95 1,083,295 1,242,878 ,
'798,946 633.604 :
108,708,548 15,687,101 10,395,576 9,586,824 172,644,852 173,101.763
95,141,655 95,141,655 85,962,008
79,574,700 4,590.923 84,165,623 81,785,539
. ..
18.682,681, 531,112 19,213,793 17,767,152
42,559.827 9,243,787 51,603,614 48,917.096
13,174 34,624
1,560,315 2.629,059
1,921,757 1,194,026
, 5,336,704 1 ;664.356 ,
75,324 75,324 '
6~,397 106,974
175,719,437 175,719,437 154,400.729
0 543,553
1,01,4,566 ' 426;071
194,444 . 178,301 'J
9,407,689' 12,234.043
, 3,225,346 16.382,105 13,191,369
61,242,508 9,774,699 176,944,783 282,709,319 253,382,679
140.617,206 .14,365,822 178,944,763 95,141,655 462,016,597 421,130,226
249.525,756 30,052,923 169,340.359 95,141,655 9.566.824 634.661,449 594,231.989
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, , CITY OF CLEARWATER. FLORIDA, ,
'COMBINED STATEMENT OF REVENUES, EXPENDITURES, AND
CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES
YEAR ENDED SEPTEMBER 30, 1992 WITH COMPARATIVE TOTAL FIGURES FOR 1991
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Revenues:
Taxes ,
L1c,ensesj Permits. and Fees
Intergovernmental Revenues
Charges for Services: ,
Administrative Charges to Other Funds.
, Other Charges
Fines, Forfeitures. and Penalties '
Miscellaneous Revenues
$
33,669.832
2,071,227
9,509,6~2 ~ '
4,492,640', .
1,108,563
1,537,300
1,286.490
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Expenditures: '
Current:
General Government
Public Safety
. ,Physl~al Environment
, Transportation '
Economic Environment
. Human Services
Culture and Recreation
Capital Outlay
Debt Service:
Principal Retirement
l'1terest and Fiscal Charges'
1:otal Expenditures
Excess (Deficiency) of Revenues
, Over Expenditures
Other Flnal.1clng Sources (Uses):
Proce~ds of Indebtedness
Operatl!lg Tranfers,ln
Operating' Transfers Out
6,601,501
27,659.599,
1.405,6~3 .
4,940,429
, 310,375
'398,574
11,799,577
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501,275
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Excess (Deficiency) of Revenues and Other
Financing Sources Over Expenditures
and Other Fil'?anclng Uses '
Fund Balances, BegInning of Year
~esldual Equity Transfer In
Residual Equity Transfer Out
Fund Balances, End of Year
3,446,828
(2,314,858)
1,13',970
1,633,245
9,464,732
14,995
'(67,144)
$ 11,045,828
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Revenue
Debt
Service
Capllal
Prolects
Totals
(Memorandum Only)
~ '1991
1,650,286
1,195,932
6,874.893
369,715
35,320.118
3,267,159'
16,754,240 .
35,192,627 .
3,185,432
16,528,912
175,861
3.693,697
92,201
53,484
4,492.640
1,108,563
1,713,161'
5,125,872"
4.372,727
1,036,081
1,762,580
3,220,217
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13,590,669
92,201
423,199 '
67,761,753
65,298,576
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COMBINED STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN ",I
,FUND BALANCE M BUDGET ^ND ACTUAL (NON-GMP BUDGETARY BASIS)- , 'j'
.: GENERAL AND SPECIAL REVENUE FUND TVPES 'i , .
YEAR ENDED SEPTEMBER 30,lD92 ..., .'
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Gonorat Fund.
Varlanco T
"
Favorable
Budnol Actual '{Unfavorable}
REVENUES: :
. ,.}
Tuu $ 33,e31,5G8 33,069,832 32,284 , "
L1cennl. Permlll. and FoOl 2,050.095 2,011,227 14.332 ."
Inlorgovornmontal 9,497,250 D,509,632 12,382 , "
ChlugOl for ServIce.: Jr-t
Admlnl.trathie Charge II to Othor FundI 4,489.230 4,492.640 4.410 . ,
'.'
Othllr Charge. 1,002.889 1,108,563 105,874 ,I,
"
Finn, Forlllllurol. and PenlllUo. 1,tj27.4eo 1,637.300 9,840 ",
Mltcellanlloul RlIvenuOl 1,326.107 1,288,490 (30.1517)
Tolal Rllvonu~1 53,53MOg 53,875,884 13G,285 .,
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EXPENDITURES: ~::
,'!
, Currllnt: ' .'
City Commll11lon 125,525 121,338 4,11g ....\;
Admlnlltrallon 1.022.800 '1,014,883 7.037 ',:,:,
Legal 641.420 880,433 (39.013) r::"
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Clly Clerk 543.708 493,057 50,851
Admlnllltrallvo Servlcol 1,590.710 1,574,832 15,878 ! \
Personnel 750,532 746,251 5,281 ';' r
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'Non-Dllpar1m 0 ntal 2,148.703 2,150,057 (3,354) . " .
Police 17,637,279 11.485.286 112,013
.~ .,
Flro 8,940,480 8,803,268 n,212 I:;',
Public Work. 8.393,882 6,326.042 GS,840 . ;,~
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parkland R~creatlon 8.698,745 8.828,387 70,358 . ,
, .'
LIbrary 2.47.,;01 2.432,060 42,841
PlannIng and Dovelopment 2,710,819 2.8B4,07Cl 2Cl,143
Downtown RedeVlllopment Board . ,
Community Rodllvolopmonl Agllncy
Tolal Expendllurn (Budgetary Balls) . 53,616.504 53,175,928 499,578
Excell 01 Revenue Over Expendlturol \
(Budgetary Bull) (139,105) 499.756 ' 83tU81
.:J
OTHER FINANCING SOURCES (USES): "
Oporatlng Tranlfersln 3,396,250 3,448.828 50.578 '.'::".
Operating Tranllers Out (2,312/.I1n (2,314,858) (2,541) , :. ~
1,083.933 1,131.970 48,037
Excell (Doflcloncy) 01 RovonuGland Othllr Financing SoureOI
, Over Expendlturoe and Other Financing Usell (Budgetary Balls) , 944.828 1,631.7213 888.898 "
, ,
ExcsGS of Revonuol and Other FInancing Sourcos Ovor ExpondhurOl ' ,
"
and Othor Financing UIDI for Non-Budg'otod Funds
Encumberlld Pure hale Ordor., Boglnnlng 01 Year ' ( 173.384) (173,384)
Encumbered purchlllD Ordore. End 01 Vear 174.903 174,903
Excen (DeficIency) 01 Revonueland Olhor Financing SourcOl Ovor
ExpendllurCllland other Financing Ueoll (GAAP Bull) 944,828 1,833,245 888.417
Fund BalancOl, Beginning 01 Year 9,484,732 .9,484,732 .
ROlrdual Equity Transler In 14.995 14,;;5
RSlrdual Equity Transler Out (67,144) (67.144)
Fund Balance.. End 01 Yoar $ 10,409,680 1 t ,045,828 636,268
. Soo Note lG,
Se.accompanylng 0010110 Financial Slelomentg. [ID [JJ gJ~ ~
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Spacllll Ruvonuo Fund Typo,. (Momorandum Only) , ,
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Fovoroblo i=lIvorablo
BUdeet AclUal ' IUnfavoroblo) Budaet ~ (Un'lIvorllbl11l ! .
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l,627.87t1 1.650,286 22.410 35.265.444 35.320.118 54.674
1.243,700 1,1;5,932 '(47,768) 3.300.5;5 3,267,11S11 (33.436)
6,;29.634 6.928.415 (3,1S9' 16.426.884 15,436,101 ;,223
4,488.230 4.492.640 4,410
1,002,889 1.108.503 105,fl74
1,527,460 1,537,300 g.840
2,61lU20 3.475,425 g56.105 3,UIS,427 4,761,915 IU6.4la
11.320,530 12.248,118 927.588 64,856.929 65.923.802 1.066,873
125.525 121,336 ' 4.119
326.500 204,140 122.360 1.349.300 1.21l~.003 130.297
841.420 680.433 (39,013)
543,708 4113,057 SO,eSl
1.590,710 1,574.832 15.878
750,532 745,251 5,281
2.146,703 2,150,057 (3.354)
17,637.279 17.465.266 172.013 .
0,940,4BO 8,863.268 n.212 ,
6,393.882, 6.325,042 68.840
250.000 ' 250,000 8,946.745 8.876.387 70.358
2,41741,901 2,432,060 42,841 , '
2.710,819 2,6B4,076 26,743
, 1 ~9.203 164.065 25,138 18g,203 164.065 26,1~
473,000 473,2"8 (2118) 473.000 473.2118 (2118)
1,238.703 1.0"',503 147.200 54,914,207 54,267.431 G48,n6
10.081.827 11.156,615 1,074.788 0,042.722 11.656.371 1.713.8019
268,11'26 268,928 3.665,178 3.716.754 50,678
(6,358,039) (5.6011.791) 748,258 (8.670.356) (7.924.6311) 745.717
(11.089,113) (5,340.855) 748.258 (5,005. \BO) (4.208,895) 796.295
3.992.714 6.816.760 1.823.046 4,937,542 7.447.486 2.509.944 ,
36.371 36,371 36,371 36,371
(173.384) (113,384)
.174,903 174,lXl3
3,902,714 5,052.131 1.959,417 4.937.542 7.485.378 .2,547,834
e,034,Q67 6.0~.967 0 11S.499,699 16.499,699
, '
14,995 14.995
(434,n5) (434.n5) (501.9111) . (50U19)
10.027.681 11.452,323 1.424,642 20.437.241 22,4I1B.161 2,060.910
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CITY OF CLEARWATER. FLORIDA
COMBINED STATEMENT OF REVENUES. EXPENSES, AND CHANGES IN
RETAINED EARNINGS/FUND BALANCES - AI.L PROPRIETARY: FUND TYPES AND SIMILAR TRUSTlYPES
YEAR ENDED SEPTEMBER 30. 1992 WITH COMPARATIVE TOTAL FIGURES FOR 1991 ,
"
, ,
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Proprietary Fund Types
Internal
Enterprise Service
Operating Revenues:
Sales'to Customers
Service Charg~s to Customers
User Charges to Customers
Billings to I?epartments
Rentals
Contrlbullons from Employees
Contrlbullons Irom Employer
Earnings on Investments
Interest on Loans
State Tax on Insurance Premiums
Intergovernmental Revenues,
Miscellaneous Revenues
$
53,958,329
856,170
,3,528,216
.>
, 18.959,386 '
663,387
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Operallng Expenses:
Personal Services
Purchases feir Resale
Operating Materials and Supplies
Benefit Payments
Refunds
Transportation
Utility Service
Solid Waste Dumping Charges
J .
Depreciation
Interfund AdministratIve Charges
Other Current Chargos
59,006,102 18,959,386
12,400,197 5,167,901
10,928,463 1,822,682
1,898,250 ' 400,425
2,911,039 123.756
1,411,428 267,698 ,
3,648.614
5,829,034 2,492,340
6,083,876 130,980
3,468,255 9.554,499
48,579,156 ' 19,960,281
10,426,946 (1,000,895)
3,119,787 1,118,201
(5,250,173) (519,654)
,(159,404) (14,366)
(8,955)
, (1,606)
142,089
230.036
837,122 49.664
(1,231,5B7) 774,328
9,195,359 (226,567)
; 55,999 . 297,909
(3,154.517) (57.616)
(3,098,518) 240,293
6,096,841 13,726
6,096,841 13,726
56.132,943 10,551,305
(987,276) (790,132)
$ 61,242,508 9,774,899
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NonoperatIng Revenues (Expenses):
Earnings on Investments
Interest Expense and Fiscal Charges
Amortlzalton of Bond Discount and
Issue COSIS
Gain on Exchange of Assels
Losses on Sale of Assets
Losses from Wrlledowns and Replacements
of Fixed Assets
Loss from Demolition of Sewer Facilities
Due to E.P.A. Regulallons
Recycling Program Incentive Grant
Insurance Recovery
Florida Department 01 Transportation Granl
Other
-'
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Oporaltng Translers In
Operating Translers Out
Net Income (Loss) Belore Extraordinary Item
extraordinary 110m ~ Loss on Early Extinguishment of Debt
Net Income (Loss)
Retained Earnings/Fund Balance, BegInning of Yoar
ResIdual Equity Transfer In (Out) il
Retained EarnIngs/Fund Balance, End of Year
, Seo accompanying notes to FinancIal Statements,
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Fiduciary Fund Types (Memorandum Only)
PensIon Non-Expandable
Trust Trusl 1992 1991
53,958,329 48,423,683
856,170 933,353
3,528,216 ' 3.629,931
18,959,386 18,209,210
663.387 682,668
3,159,960 3,159,960 2,939.160
4,271,170 4.271,170 4,565,900
20,089,411 2.643 20,092.054 16.043.787 ,
29,797 29.797 32,126
863,987, 863,987 865,655
16.637 16,G37
22,583 8.321 30,904 105,429
28,407,111 57,398 106,429,997 96,430,902
, , , "
17,568.098 16,588,311
.,12,751,145 11,878,176
2,298,675 ,1.965,514
6.112,292 6,112,292 5,081,107
225,334 , 225,334 247"B39
3,034,795 ,2,543,096 , '
1,679.126 1 ,815,678
'3,648,614 3,850,166 '
8,321,374 7,134,045 , "
6,214,856 6,173,822
750.777 55.576 13,829.107 11.775,491 '
7.088.403 55,576 75,683,416 69,053,245
21,318.708 1,822 30,746,581 27,377,657 ' .,
4,237,988 3,780,712
(5.769,827) (5,128,066)
,
(173,770) (113,507)
(8.955) 241.672
(1,606) 217,824
142,089 (141,789) ,
, , (3.000,462)
230,036 216,562
596,281
18.724 "
886,786 446,460
(457,259) (2,865,589) . ,
21,310,708 1,822 30.269,322 24,512,068 ,.
183,663 537,771 671,120 " .
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183,863 (2.674.362) (2,976,646)
21,318.708 185,685 27.614.960 21,535.422 1, ~'
(851,036) '.
21,31 a,708 185,685 27,614.960 20,684,386 ,',
154,400,729 3,039,661 224,124,638 205.793,633
(1,777.408) (2.353.381) " , .
175,719.437 3,225,346 249,962.190 224.124,638 ..
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CITY OF CLEARWATER. FlORIDA
COMBINED STATEMENT OF CASH FLOWS -
AI.l PROPRIETARY FUND TYPES AND SIMilAR TRUST FUNDS
YEAR ENDED SEPTEMBER 30.1992 WITH COMPARATIVE TOTAL FIGURES FOR'1991
ProprIetary Fund Types
Enterorlsa
Internal
~rv1C9
Cash Flows from Operallng Acllvltles:
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 Addlllonal Loans and Advances,
,Cost of Property Acquired at Foreclosure Sale
Cash Payments to Suppliers
Cash Payments to Employees
Cash Payments to Other Funds
Olher Revenues
Net Cash Provided (Used) by Operating ActIvities
Cash Flows from Noncapllal Financing Activities:
Operating Transfers In
Operating Transfers Out
ResIdual Equity Transfer
Grant Revenue
Insurance Proceeds
Interest Paid
Loans from Other Funds, Net
Net Cash ProvIded (Used) by Noncapllal Financing ActivitIes
Cash Flows Irom'Capllal and Related Financing Actlvllles:
Principal Payments on Debt
Interest Paid
Acquisition of Fixed Assets
Proceeds from Sales of Assets
Proceeds from Issuanca 01 Debt
Cash Deposited wllh Escrow Agent for Bond Defeasance
Payment 01 Bond Issue Costs
Payments on Advances from Other Funds
Insurance Proceeds Received
Capital Contributed by:
, Other Funds
Other Governmental Enlltles
Property Owners
Developers
Net Cash Used for Capital and Related Financing Actlvllles
Cash Flows from Investing ActlvlUes:
Purchase 01 Investment Securllles
Inlerest on Investments
loans to Other Funds, .Net
Cash Received on Receivables
Proceeds from the Sales and Maturities of Investmonts
InlereSI Rebatable to the U.S. Treasury
Net Cash Provided In Invest1ng Actlvllles
Net Increase In Cash- and Cash Equlvalenls
Cash and Cash Equivalents al BeginnIng 01 Year
Cash and Cash Equivalents at End 01 Year,
$
57,892,717
147,882
18,810.261
See accompanying nolas 10 FInancial Statoments.
(21,122,675) (8,587,045) ,
(12,232,523) (5,100,085),
(9,784,336) (799,534)
2,386,260 . (141,332)
17.287,125 4,162,265
55,999 296,191
(2,633,189) (57,616)
(1.001,251) (38,400)
254,992
35.750
202,461
(3,120,988) 235,925
(2,865.467) (1,980,451)
(4,579,134) (507,529)
(13,568,160) (3,532,990)
152,025
197,153 2,571,197
10,307 1,189,251
2,124,723
70,615
696.981
(17,910,962) (2,108,49n
(496,978)
3,121,69S 1,109,558
1,244,022 303,536
(28,320) (131,263)
3,840,419 1,281,631
95,574 3,591,524
30,014.689 5.872,291
$ 30,110,263 9,463.815
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Fund Tvpe
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rmg
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(Memorandum Only)
, I
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50,863 ,
I 15;836"
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1991
" 52,663,119 , ' ,
18,355.310' ,
.97,705
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(42,930) .. " p
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, 299;003 < """ . ,I'
14,402,204"" '.'.. 1';"
,(18,635)
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(179,987)
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47,064
50,940
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(3,638,223>, : '.,"
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196,281 , ,
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(5,109,488) ,.
1(4,5'1~,377) .
, (6,705.07~) ,
(20,530,112)
285,105 .
7,825,938
, (7,242,765)
(217.212)
(15,000)
400,000 '
3,328,260 '.
1,794.054,
129,343 , " \
467,485
(24.999,375) .
(1,023,~OO)
6,018,586. '
(12,336;461)
. 52,845
16,500,766
. 175,355
9,387,991
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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. 1992 WITH COMPARATIVE TOTAL FIGURES FOR 1991
Proprietary Fund Tvpes
Intarnal
Enlerprlsa . Service
,j
Reconclllallon of Operallng Income to Net
Cash ProvIded (Used) by Operallng Acllvllles:
Operallng Income (loss) $ 1 O,~26,946 (1,000,895)
,
Adjustments to Recoryclle Operallng Income
, (Loss) to Nat Cash Provided (Used)
by Operating ActIvities:
Olher Aavanue from Nonoparatlng
SecUon of Income Statement 837,122 13,914
Deproclatlon 5.829,034 2,492,340
Provision tor Uncollectible Accounts, 207,250
Amortization 66,988
Miscellaneous Expense
Change In Assets and L1abllllles:
Decrease (Increase) In Accounts Receivable (579,281) (149,125)
Decrease (Increase) In Mortgage Loans Receivable .
Decrease (Increase) In Rehabllll~t1on Advances Receivable
;. Decrease In Due from Olhers
. Decrease (Increase) In Amount-Due from
Olher Governmental EntlJles 1,292,705.
Decrease (Increase" In Inventory (210;189) 18,508 .
Decrease (Increase) In Propald Expenses (13,379) (155,246)
Decrease (Increase) In Property Herd for Resale
Decrease (Increase) In Los~ Escrow (65,000)
Increase (Decrease) In Accounts and Contracls Payable (623,352) 2,959,953
Decrease In Rehablll'tallon Advances Payable
Increase (Decrease) In Amount Due 10
Other Governmenlal Entities
Increase (Decrease) In Deposits (114,393)
Increase (Decrease) I~ Accrued Payroll 167.674 67,816
, Tolal Adjustments, 6,860,179 5,183.160
Net Cash Provided (Used) by Operating Actlvllles $ 17,287,125 4,182,265
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1991
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1,292,705
(191,681)
(168,625)
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2,339,597
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(1,053,247)
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21,289,403
14.402,204
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1992
Note (1) Summary of Significant Accounting Policies
The accountlng and reporting policies of the City of Clearwater, Florida, "the City", relating to the funds
Included In the financIal statements conform to generally accepted accounling princIples of state and local
governments. The following represent the more significant accounting and reporting policies of the City:
Note (1Al Reporting Entity
These financial statements Incorporate all funds and account groups under the direct control of the City, as
well as the Clearwater Downtown Development Board (DDS), and the Community Redevelopment Agency
(CRA). Both the DDS and the eRA are separate entitles created by the Clearwater City Commission under
the provisions of Florida Statutes Chapters 70.-635 and 163, respectively. Both entitles 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 entltles meet the criteria established by NCGA
Statement No 3, "Defining The Governmental Reporting EntIty", and the subsequent NCGA Interpretation No.
7 for Inclusion In the Clty's Comprehensive Annual Financial Report as component units. According to
Statement No.3 and the subsequent NCGA InterpretatIon No.7; the basic criteria to be used In deciding
whether to Include an entity Is the exercise of oversight responsibility over the entity by the City's elected
oHlclals. OversIght responslblllty Includes, but Is not limited to, the following: flnanclallnterdependency,
selection of governIng authority, designation of management, ability to slgnlflcantly Influence operations, and
accountablllty for fiscal matters. The fact that the DDS and the CRA both depend on Glly ordinances for
their existence Is strong evidence of oversight responsibility. Financial statements for both entitles are
Included as separate special revenue funds In this report.
Each of the following entllles has. been considered for Inclusion In the reporting entity. At this poInt In time,
management does not believe that any of them evidence sufficient manifestations of oversight responslblllty
as outlined above to justify Inclusion In .the reporting entity. Management continues to monitor the
circumstances surrounding each agency for significant changes which would be reason to Include them In
a future report.
Clearwater Housing Authority lCHAl
This Is a public housing authority created under Section 421.04 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 with 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 elected City officials. Further, there Is no evidence of ability to significantly Innuence
operations of the authority. Based on the above, management believes oversight responsibility
Is InsufficIent to justIfy Inclusion In the reporting entity.
PACT, Inc.
As described In detail in Note 18, the City has 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 doclslons, and functions completely Independent of the
City. While there Is some ovldence of financial Interdependenc'y, there are virtually none of the
other manifestations of oversight responsIbility referenced above, and management continues to
bellave that PACT, Inc. should not be considered as a component unit of the City. Nevertheless,
the relationshIp may be approprlatoly considered a Joint venture as donned by NCGA Statement
No.7, "Financial Reporting For Component Units WithIn The Governmental Reporting Entity". The
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30. 1992
appropriate additional dIsclosures, as well as a complete discussion of the specific terms of the'
relatIonshIp, ,can be round In Note 18.
Note (18) Fund Accounting
The accounts of the City are organized on the basis 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 self-balancing accounts whIch comprise Its assets, liabilities, fund equity, revenues and
expenditures, or expenses as appropriate. The various funds are grouped by generic typo and three broad
fund categories In the financial statements. The types of funds maintaIned by the City are as follows:
Governmental Funds
The City accounts for those tradItional governmental activities financed primarily from tax
revenues through the use of various governmental funds. The basic distlnctlons of governmental
iunds are:
Measurement Focus: Governmental runds are accounted for on a spending or "financial now"
measurement focus. Thus. only current assets and current lIabllltles are generally Included on
theIr balance sheets. The reported fund balance representing net current assets renects
"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
Generallong.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 constitute current assets.'
In order to exclude such assets from consIderation as -available spendable resources," an
equivalent nmount of fund balance Is designated as reserved.
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 outslandlng 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, ~ncumbrances are treated as expendItures In the year when
the commitment Is made rather than the year of liquidatIon.
DeoreciaUon; There is no depreciation recorded for the use of fixed assets In governmental
funds.
Basis Of Accountlnn: Govornmental Funds use the modIfied accrual basis of accounting,
whereby expendItures, other than unmatured prIncIpal and Interest on general long-term debt,
are recognized In tha accounting perIod when the llablllty Is Incurred, if measurable, and revenues
and other resources aro recognized In the accounting perIod when they become available and
measurable. Revenues are considered to meet the availability test If they are collectlble within
the current period or soon enough thoreafter for use In payment of lIablllUas of the current period.
Certain grants are rocognlzod prior to recolpt of the monies where appropriate under the terms
[QlOO&\~V
, CITY OF CLEARWATER. FLORIDA
, .
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 301 1992
of the agreement with the grantor. Geneml Fund nccrued revenues consist primarily of utlllttes
service taxes and franchIse taxes.
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
advan'ces, and In other cases to renect legal restrlcllons which limit the Clty's spending discretion.
The following are the CIty's governmental fund types:
General Fund: The General Fund Is the general operating fund of the City. All financial
transactions and speclal assessments not properly accounted for In other lunds are accounted
for In the General Fund.
Soectal Revenue Funds: Special Revenue Funds are used to account for revenues derived from
specific sources. Such revenues arB usually required by law or regulation to be accounted for
separately and spent for particular purposes.
Debt Servtce Funds: Debt Service Funds are used to account for the accumulatton of resources
for, and the payment of, Interest and principal on the Clty's General Long-Term Debt, which Is
not the liability of Proprietary Funds.
Cacltal Projects Funds: Capital Projects Funds are used to account for the acquisition and
construction of capital faclllUes and other fixed assets.
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Proprletarv Funds
Proprietary Funds are used to account for the CIty's organizations and activitIes which are similar
to those found In the private sector. The basic dlstlnctlons of proprIetary funds are:
Basis of Accounting: 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 the period
In which the liabilities are incurred.
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Measurement Focus: Proprietary funds are accounted for on a cost of services or "capital
maintenance" measurement focus. Therefore, all assets and liabilities, regardless of whether they
are current or noncurrent, are presented on the balance sheet. Fund equity, conslstlng 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 15 recorded over the estlmated useful lives
using the straight-line method. (See Note 5.) For all assets, depreciation expense Includes
amortization of assets recorded under capltallaases. When property Is disposed, the related cost
and accumulated depreciation are removed from the accounts with gains or losses on disposition
being renected as non-operating revenue or expense.
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CITY OF CLEARWATER. FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1992
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Reserves: Retained Ea'rnlngs have been reserved for debt service requirements. Reserves have
also been established to renect legal restrictions which IImlt the City's spending discretion.
The following are the City's proprietary fund types:
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Enterprise Funds: Enterprise Funds are used to flnance and account for the acquisition,
operation and maIntenance of governmental facilities and services that are supported 'primarily
by user ch~rges.
Internal Service Funds: Internal Service Funds are utlllzed 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:
Fiduclarv 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, Penslon Trust, and Agency Funds. Nonexpendable Trust and Pension Trust Funds are
acco~nted for substantially In the same manner as proprietary funds with a Mcapltal malntenanceM
measurement focus and employment of the accrual basis of accounting. Agency FU",ds 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 8ssets of the plan, and for
deflned beneflt plans they are equivalent to the net assets of the plan, not to exceed the actuarial
determined liability of such plans.
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Account GrouDs - General Fixed Assets and General Long-Term Debt
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, or expended. The City has elected to
capitalize these Improvements. No Interest capitalization or depreciation Is recorded on General
Fixed Assets. Contributed assets are slated at estimated fair market value on the date
contributed, or in the case of assets contributed by developers, at est/mated cost to the
. developer which should approximate fair marl<et value.
General Long-Term Debt Account Grouo: This account group accounts for Long-Term Debt
and Compensated Absences which are l1ablllltes of Governmental Funds but not payable from
currently available expendable flnanclal resources.
. Note (1C) Pooled Cash and Investments
The CIty utilizes a c'onsolldatod cash pool to account for cash and Investments of all City funds other than
those which are required by ordinance 10 be physically segregated. The consolidated cash pool concept
allows each participating fund to bonoflt from the economies of senle and Improved yield whieh are Inherent
to a larger Invostment pool. Formal accounting rocords data1l the Individual equities of the participating
funds. The cash pool utilizes a slnglo checklng account for all City recelpts and dlsbu~semei1ts.
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1992
Carrying
Valuo
Invoslment'
CredIt
Risk Cateaorv
Markel
Value
Deposll CradU
Risk Calenorv
III. Employoe Rotlroment Deposita and Investments:
Cash on'DepoBlt with Custodian
Money Market Accounts
Guarantosd Inveslment Contracts
Domestlo Col'porate Equity Securltles
U.S, Treasury Bills
Demeslle Corporato Bonds
Managod Mutual Funds
U,S. Fedoral AgencIes
ICMA Retirement Trust Soctlon 457 Invostmont Pool
PEBSCO Rel1rement Invoatmont Pool
899,351
1,002,819
~,750,CXXI
74,804,004
26,368,483
394,249
18,860,440
1,050,938
9,263,182 .
8.'35,930
899,351
1,002,819
.46,640,999
97,797,574
27,122,923
403.934
19,218,383
1,081,468
9,263,182
655.930
, N/A
1
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2
N/A
2
N/A
N/A
Total Employee Rol1rement Investments
180,249,396 204,486.563
",:0 tal Oopoalls and Invostments, All Funds
5286,221,259 $314.115.719
Included In the U.S. Treasury Securities held by the cash pool Is $6;892,265 which Is restricted for debt
service even though physical segregation In not required'. The depository bank has contractually agreed
to notify the City Attorney should the total U.S. Treasury holdings fall below this amount, so appropriate
remedial action can be taken. ThIs amount relates to the debt service reserve requirements for t~e following
. debt Issues: '
. Public Service Tax and Bridge Revenue Bonds, Series 1985
. Community Redevelopment Agency of the City of Clearwater Tax Increment
Revenue Bonds, Serle.s 1987 ,
, . Water and Sewer Revonue Bonds. SerIes 1984, 1988, 19B8A and 1988B
. Gas System Revenue Bonds. Series 1991
. Parking System Revenu~ Bonds, Series 1983
Note (1 D) Inventories ,
Inventories of proprietary funds are stated at cost and valued on the first.in flrst.out (FIFO) basis. In
governmental funds, Inventory hems such as materials and supplies, are accounted for under the purchases
method, which provides ~hat expenditures are recognized when the Inventory Item I~ purchased.
Note (1E) General Fund Administrative Charges ,
The General Fund charges Proprietary Funds for their proportionate share of the costs of general
government operations. The amounts charged to these Proprietary Funds are based on relative net
expenditures (after deducting all interfund transactlons). '
Note (1 F) Accrued l,fscatlon And Sick Leave
Full.tlme 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 1 B
years of service, 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.
Pursuant to the requlremenls of Financial Accounting Standards Board Statement No. 43, -Accounting for
Compensated Absences,- It Is the City's polley hits Proprietary Funds to renect on an accrual basis the
amounts of earned but !-mused vacation leave and that portion of earned but unused sick leave estlmat8cl
to be payable upon retirement. ' ,
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1992
In accordance with Statement No.4 of the National 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 ava'Uable resources on hand at the close of the fiscal year.
The remalnlng'portlon of the liability Is to be reflected In the General Long-Term Debt Account Group.
'With respect to the current fiscal year, management has determined that no material' amounts of
accumulated unpaId vacatIon and sIck leave at the c1oso of the year will be liquidated with expendable
available resources; therefore the enllre liability for such leave pertaIning to the Governmental Funds Is
reflected In the General Long-Term Debt Account Group.
Note (1G) 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 Rodevelopment 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, 1991, the City Manager submitted to the Clearwater City Commission proposed budgets for the
fiscal year commencing October 1, 1991 and ending September 30, 1992. Public Hearings were held on
August 15, 1991 and September 5, 1991 at the Clearwater Commission Chambers to obtain citizen
comments. On September 5, 1991 official budgets were legally adopted by Ordinance No. 5116-91.
Subsequent quarterly budget amendments were adopted on March 5, 1992 (Ordinance 5179-92) and July 2,
1992 (Ordinance 5248-92). The final amended budget was adopted October 1, 1992, (Ordinance 5278-92).
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
lnterfund 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 the level on which expendItures
may not legally exceed appropriations, Is the Individual fund. In accordance with provisions of Ordinance
5025-90 and wllh Section 41.0a(d) of the Clearwater 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 polley, department directors may transfer money from one operating code
to another within a division without a Iormal 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 classlflcatlons withIn dopartmental and/or divisional budget appropriations are subject to
adminIstratively Imposed controls In addltJon to the legal controls Imposed by City Commission action
descrlbod above.
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CITY OF CLEARWATER, FLORIDA,
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1992
During fiscal year 1988-89, the City Commission authorIzed Uie establishment of a special health Insurance
stabilization fund to guard against future substantlallncreases In health care costs. Tho current accumulated
balance In thIs fund Is $2,089,766, which represents $558,102 refunded from Insurance carriers and
$1,531,664 contributed by departmental billings during the current and Immediately preceding fiscal years
In excess of Insurance premium expense actually Incurred durIng those two years. This fund Is a
component of the unreserved retaIned earnings balance of the Central Insurance Fund at September 30,
1992. The City Is not currently self.lnsured with respect to major medical coverage.
Note (11) Statements of Cash Flows ,
For purposes of the statements of cash flows, Investments with original maturities of three months or less
aro 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 Interfund payables to the City's Capital Improvement Fund as
explained In Note 1 (C); for purposes of the statements of cash flows, such Interfund payables, which are
distinguished from other Interfund payables through separate category presentation In the relevant balance
sheets, are Included as cash equivalents.
Note (1J) Capitalization of Interest
In compliance with the requirements of Financial Accounllng Standards Board Statement No. 62, 11 Is the
polley of the City to capl1allze all Interest costs of tax exempt borrowings,' the proceeds of which are
externally restricted to the financIng of the acqulslUon 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. This polley Is applicable to the proprietary
funds; It Is not applied to general fixed assets. During the fiscal year, $7,674.859 of Interest cost was
Incurred. Interest capitalized, net of earnings on related Investments of $1,051,528, was $853,504.
Note (1 K) Compsrstlvo 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 tile CIty's overall financial poslllon and results of
operation.
Note (1L) Combined Flnanclsllnformatlon
/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 Informallonal purposes only. They do
not fairly present financial posItion, results of operations or cash flo;.vs for the governmental unit as a whole
In conformance wIth generally accepted accounting prInciples.
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30,1992
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Note (2) Long-Term Debt
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Note (2A) Summary of Transactions In Long-Term Debt
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General
Obligation
Bonds
ReNenUEl '
Bonds
Notes,
Mortgages,
loan Pool
Agreements
& Contracts
Accrued
Compensated
Absences
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Generallona.Term Debt Account
GrouD
Debt Payable at October 1,
199,1'.,
New Debt Issued:
e Lease purchase Contracts
. for Equipment Acquisition
Net Change In Accrued Compensated
, Absences
Debt Retired
Debt Payable at September 3D, 1992
,;
Proprletarv Funds
Debt Payable at October 1, 1991
New Debt Issued:
, 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, 1992
$810,000 $4,450.388 $2,149,604 . $2,300,890 $ 9,710,882
e 325,268 325,268
357,078 357,078
(85.000l ' (250.566) (470.636) (806.404)
$725.000 $4,199.822 $2.004.034 $2.657.968 ~ 9.586.824
$99,966,171 $ 7,895,373 $107,861,544
2,783,566 2,783,566
1,390,910 1,390,910
(2,808,434) (2,O36,?83) (4,845,217)
(1.312,218) (42.826) (1.355.044)
$97,236.429 $ 8.599.330 $105.835,759
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Outs~andlng debt In the above schedule Is not adjusted for amounts accumulated In sinking funds for term.
. maturities of revenue bonds (par value $239,260 for Generallong.Tcrm Debt Account Group and $3,740,740
for Proprietary Funds).
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30,1992
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Note (28) Summary of Debt Service Requlremonts (All Outstanding Indebtedness as of September 30,
1992, ~ncludlng Interest Payments of $123,208,554)
Notes,
Mortgages,
General Loan Pool
Obligation Revenue Agreements &
Year Ending Sept. 30 Bonds Bonds -Contracts .I2tal
1993 $128,610 $ 10,274,665 $ 3,248.400 $ 13,651,675
1994 123,615 9,737,496 2,947.921 12,809,032
1995 123,457 9,284,012 2,559,013 11,966,482
1996 ' 118,114 9,298,575 1,943,700 11,360,389
1997 117,580 9,302,699 1,436,918 10,857,197
Thereafter 270.195 172,252.506 180.737 172,703.438
$881 .571 ~220.149,953 $12.316.689 $233,348.213
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Notes (2C) Obligations Under Lease Purchase Agreements
Future minimum lease payments under lease purcha.se agreement~ are as follows: ,
Year Ending Sept. 30
Amount
1993
1994
1995
1996
1997
$2,163,951
1,875,709
1,491.337
890,530 ,
387.466
6,808,993
768.808
$6,040,185
Obligations under capital leases are Included as a component of the balance under'the caption tytortaaaes.
Notes. Loan Pool Agreements and Acaulsltlon Contracts Payable on the Cily's Combined Balance Sheet.
,
Deduction ot the Amount of Imputed
Interest Necessary to Reduce Net
Minimum Lease Payments to Present Value
Note (20) Long-Term Dobt, General Government
Accrued Compensated Absences
Long-term portion of accrued vacation and sick pay for governmental funds, as
requIred by NCGA Statement No.4.
Serial Bonds Payable
General Obllgallon Bonds, 1978 SerIes, Interest and principal payable from ad valorem
taxes, maturing serially from January 1, 1992 to January 1, 1999, Interest rates 5.45%
to 5.80%
$ 2.657.~
725,000
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CITY OF CLEARWATER I FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30t 1992
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Public ServIce Tax and Bridge Revenue Bonds, Series 1985, maturing serially from
December 1, 1992 to December 1, 1998, with Interest rates varyIng from 7.125% 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 renected
In the Toll Causeway and Bridge Fund (40.541%) and In the ~arklng System Fund
(26.394%). The bonds have serial maturllles ranging from $440,000 at 7.375% due
December 31, 1992 to $700,000 at 8.75% due December 1, 199B, 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.
1,294.492
Community Redevelopment Agency of the City of ClealWater Tax Increment and Lease
Revenue Bonds, Series 1986, maturing serIally from October 1, 1992 to October 1,
2000, with Interest rates varying from 6.75% to 8.40%. Interest and principal payable
from tax Increment revenues and from lease revenues.
440,000 '
Community Redevelopment Agency of the City of Clearwater Tax Increment Revenue
Bonds. Series 1987, maturing serially from September 1,1993 to September 1.1997,
with Interest rates varying from 7.00% to 8.30%. Interest and principal payable from tax
Increment revenues.
700.000
Total Serial Bonds Payable
3.159.492
Term Bonds Pavable:
publlc Service Tax and Bridge Revenue Bonds. Series 1985, maturing D'ecember 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 renected In the Toll Causeway and
Bridge Fund (40.541%) and In the Parking System Fund (26.394%). The bands have
serial maturities ranging from $440.000 at 7.375% due December 31, 1992 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
Community Redevelopment Agency of the City of Clearwater 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%.
1.1 90.000
Total Term Bonds Payable
1.765,330
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Notes. Mortaages. Contracts and Loan Pool Aareement Payable
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 certam .
structural Improvements to the Pier Pavilion up to a limit of $50,000; obligation Is beIng
satisfied by allowing a credit of $4,167 each year against rentals owed to the City by
lessee under the terms of the lease.
8,328
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1992
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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 departments of the 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 loases was $2,024,404 with Interest Imputed thereon
of $334.285, the effective rates ranging from 6.15% to 8.5997%.
878,831
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.
Pool Loan Agreement wIth City of Gulf Breeze FlorIda Local Government Loan'Program
authorized by the City Commission on December lS, 1988, through adoption of
Ordinance 4728.sa; 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 (8.7% at September 30,
1992); the Interest rate shall not exceed twenty.flve 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 the Vogel Property tract for park
purposes.
245,000
612,500
Pool Loan Agreement wIth City of Gulf Breeze Florida Local Government Loa.n 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 the Loan Program Financial Advisor sufficient to pay the
proportionate share of program Interest, costs and expenses (8.7% at September 30.
1992); 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.cant sales lax. Loan was obtained for the
financing (or refinancIng) of the cost of acqulslUon of environmentally sensitive Coopers
Point tract for park purposes.
Total Notes, Mortg~ges, Contracts and Loan Pool Agreements Payable
Total General Long-Term Debt Payable
259.375
2:004.034
9,586.824
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CITY OF CLEARWATER, FLORiDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30) 1992
I
Note (2E) Long-Term Debt, Proprietary Funds
Water and Sewer Utllltv Funq
Water and Sewer Revenue Bonds, Series 1984; 8.25 - 9.00%. Current Interest Bonds
with serial maturities due In annual principal Installments ranging from $770,000 to
$2,265,000 from December 1, 1992 to December 1, 1994; Interest. Is payable
semiannually, collateralized by net revenues of the Water and Water Pollullon Control
System. '
5,125,000
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' (nterest 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 $936,356 and In the case of the Capital
Appreciation Bonds, unearned Interest Included In the maturity amount outstanding at
September 3D, 1992 of $60,569,426; collateralized by net revenues of the Water and
Water Pollution Control System.
','
30,284,2t8
Water and Sewer Revenue Bonds, Series 198BA; 7.00 - 7.30%. Current Interest Bonds
with serial maturities due In annual principal Installments ranging from $2.450,000 to
$5,310,000 from December 1, 1999 to December 1, 2004; Interest Is payable
semIannually, net of unamortized discount and Issue costs of $20,936; collateralized by
net revenues of the Water and Water Pollution Control System.
26,614,064
Water and Sewer Revenue Bonds, Series 1988B; 6.40 - 6.75%. Current Interest Bonds
wIth serial maturities due In annual principal Installments ranging from $695,000 to
$3,985,000 from December 1, 1992 to December 1, 1999; 7% Term Current Interest
Bonds In the principal amount of $2,740,000 maturing on December 1,2018; CapItal
Appreciation Bonds with an approximate yield to maturIty ranging from 6.85 - 7.10%
and having serial maturltles due In annual Installments (orIginal prIncipal amount plus
Interest earned to date of maturity) ranging from $220,000 to $290,000 from
December 1, 2000 to December 1, 2009; Interest Is payable semiannually on Current
Interest Bonds and at maturity (or prior redemptlon date) on Capllal Appreclatfon
Bonds: net of unamortized discount of $54,149 and In the case of the Capital
Appreclatlon Bonds, unearned Interest Included In the maturity amount outstandIng at
September 30, 1992 of $1,434,105; collateralized by net revenues of the Water and
Water Pollution Control System.
23,331,745
Pursuant to a Master Loase Agreement, the City has entered Into a Lease Purchase
Agreement for the purchase of automotivo equlpmont for use by an operatlng division
of the Water and Sewer Utility Fund (also flnances the acquIsition of equIpment
unrelated to the Wa~er and Sewer Utility Fund), providIng for 20 quarterly payments or
$1,040 commencing December 31, 1989: the cost of the equipment at the Inception of
the Loase Agreement was $17,346 with Interest Irnputod thereon of $3,458, an effective
rate of 7.7122%.
28.038 '
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CITY OF C~EARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1992
Interest earnIngs on the Investment of unspent proceeds of tho Wator and Sewer
Revenue Bonds, Series 19B8A and 1988B (Including related reserve account) estimated
to be rebatable to the United States Treasury.
1.083.295'
86,466,360'
2.587.420
Less Current PortIon of Long-Term Debt
Long-Term Debt, excluding Current PortIon
Cash has been restrIcted and reserves established In the' Water arid Sewer Revenue
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.
83.878.940
Gas Utllltv Fund
Gas System Revenue Bonds. Serlos 1991, 5.6% to 6.5% Serial Bonds due In annual
prIncipal Installments rangIng from $150,000 to $380,000 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 of $2,455,000
maturing on September 1, 2013; Interest Is payable semiannually; net of unamortized
dIscount of $185.477, collateralized by net revenues of ttie Gas DIvision.
Obligations under lease purchase, agreement, relatlng to purchase of vehicles 'and
equipment, original principal amount of $187,219, payable over 5 years with an effective.
rate of 5.1 to 5.525%,' quarterly payments of $10,583.
7.494,523
176.499
7,671,022
Less Current Portion of Long-Term Debt
33.899
7.637.123
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Long-Term Debt, excludIng Current PortIon
Cash has been restricted and reserves established In the Gas System Revenue Bonds
Debt Service 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 Funq
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 $60,000 to
$85.000 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 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 tho City. Loan was obtained to finance the construction of a
faclllty to be used by the Solid Waste Division. (also finances Improvements to reEd
property and acquisition of equipment unrelated to the Utility System); net of
unamortized discount and Issue costs of $4,409.
1
370,591
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CITY, OF CLEARWATERJ FLORIDA
NOTES TO FINANCIAL STATEMENTS,
SEPTEMBER 30, 1992
Capital Improvement Revenue Bonds, Series 1984, 9.50%, due In equal prlnclpa!
Installments of $64,000 each on November 1610 each of the years 1992 through 1994;
Interest Is payable quarterly; net of unamortized Issue costs of $681; collateralized by
an Irrevocable lien upon guaranteed entitlement portion 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 addltlon, the
bonds are collateralized by,a subordinate Ilem on public service tax revenues. '
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191,339
Lease Purchase Agreements for the purchase of automotive and data processIng
equipment for the use by the operatlng division o('the Solid Waste Utility Fund.
Agreements provlde for 20 quarterly payments of $4,622. The cost of the equipment
at the Inception of lease was $247,541 wIth Interest Imputed thereon of $14,437, with
effectiVe rates ranging from 5.1 % to 7.32%.
21.200
583,130
Less Current Portion of Long-Term Debt
Long-Term Debt. ExcludIng Current Portion
136.384
446.746
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, baen 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 Poo{ Agreement.
IQlf Causewav and Brldee
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. Uablllty
shown Is net of unamortIzed discount and Issue costs (Bridge Fund share only) totaling
$70,924.
2,221,667
Less Current Portion of Long-Term Debt
166,218
Long-Term Debt, ExcludIng Current Portion
2.055.449
Cash has been restricted and reserves established pursuant to the ordinance
authorizIng the Public Service Tax and Bridge Revenue Bonds, Series 1985, Amounts
restricted are In compliance with the ordinance.
Yacht BasIn and Marina
5% Uncollaterallzed loan payablo to the General Fund: $15,000 of the advance Is
scheduled for repayment during the following fIscal year.
75,324
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 equlpmont at the Inception of the Lease
Agreement was $23.555 with Interest Imputed thereon of $4,456. an effecllve rate of
7.345%.
12,689
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CITY OF CLEARVVATER, FLORIDA'
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1992
Less Current Portion of Long.Term Debt
3.546
Long~Term Debt, excluding Current Portion
6.534
101 ,849.298
TOTAL PROPRIETARY FUNDS - LONG-TERM DEBT, EXCLUDING CURRENT PORTION
TOTAL LONG-TERM DEBT, All FUNDS EXCLUDING CURRENT PORTION FOR
PROPRIETARY FUNDS
'.
$111.436,122
The ortlclal 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
speclfled amounts derived from specific revenue sources Into accounts and funds established by the
res'olutlons. 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 ratlos. The City Is
In compliance with bond covenants.
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 Interest rates and
maturities sufficient to meet all debt selVlce requirements of the refunded debt, of which $75,995.447 was
outstanding at September 30, 1992, 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.
Bond Issues which have been refunded and are payable from escrow accounts are:
Amount Outstanding
at September 30. 1992
Gas System Revenue Bonds, Series 1983
Utility Revenue Certificates
Special Obligation Bonds, Series 1978
Utlllty 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
Utllitles Tax Bonds, Series 1977
$ 6,510,000
12,395,000
3,440,000
24,790,000
17,000,000
, 4,840.447
- 4,640,000
2.380.000
$75,995,447
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30,1992
Nota (2G) Sinking Fund for Term Bond Maturities
Public ServIce Tax And Brldae Revenue Bonds
On August 27, 1.985, 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 $4,149,699 from the 1985 Public Service 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. '
As part of the refunding plan, all securities purchased subsequent to the refunding date became part of the
sinking fund for tho term maturity of the 1985 bonds. As of September 30, 1992, securities totaling
$1,091,405 (at amortized cost, market value $1,198,925) were 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.
Note (2H) Long~Term Debt, Debt Service Funds
Debt Service Reserves - General Lona-Term De.b!
The reserves have been established In compliance with the ordinances authorizing the debt and are equal
to the amounts required by the ordinances.
Reserves established to provide for the next succeedIng maturities of princIpal and Interest are as follows:
Principal
Interest
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 Service Tax and Bridge Revenue Bonds,
(thIs represents 33.065% of the totol Issue -
soe Note (2F))
$ 67,500
$ 10,277
125,000
193,193
121.238
$313.738
52.807
$256.277
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 $240,669 as of September 30, 1992.
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 ~eneral Long-Term Debt portion of this reserve Is $203,135 as of September 3D, 1992.
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 reservo balanco at Soptember 30, 1992 Is $862,927, which exceeds the maximum required
balance of $116,700 required by the Buthorlzlng resolution.
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CITY 'OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1992
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A Debt SelVlce ReselVe 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 should 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 ~ool
Agreement. The General Long.Term Debt reserve balance at September 30, 1992 Is $45,011, which
represents 6.6% of the total required reserve account. The remaIning balimce 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 Utlllty Fund restricted for construction consist of the following:
Proceeds of Utility Revenue Certificates, 1972 and 1975 Series, 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, 1992 are:
Equity In Pooled Cash and Investments
$ 9,977,487
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 system; assets remaining at September 3D, 1992 are:
Equity In Pooled Cash and Investments
Due from Other Funds
180,492
490,829
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. 1992 are:
Equity In Pooled Cash and Investments
Due from Other Funds
1,140,719
399,008
Proceeds of the Local Option Sales Tax designated as .Penny for PlneHas., which Is
restricted by voter referendum and the terms of the Interfocel agreements between
Plnenas County and the municipalities receiving the tax to the construction of specHlc
Infrastructure capital Improvements: assets remaining at September 30, 1992 are:
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Due from Other Funds
119,035
Contributions by a neighboring municipality toward the cost of Improvements to sewage
treatment facilities In the northeast area of Clearwater; assets at September 30, 1992
are:
Due from Other Governmental Entities
141.646
~12.449,216
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1992 '
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Assets of the Water and Sewer Utility Fund restricted under the provisions of the ordinances authorizing the
Issuance of revenue bonds conslstod of the following at September 30, 1992:
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Debt Service:
, Equity In Pooled Cash arid Investments
Investments (U.S. Government Securities)
Accrued Interest Receivable on Investm~nts
Renewals and Replacements:
Equity In Pooled Cash and Investments
DUt;! from Other Funds
$ 9,500,862
5,147,396
145,008
l,741,n9
2.546.340
$19.081.385
Assets of the Water and Sewer Utility Fund representing Customers' Deposits and therefore restricted,
amounted to $1,926,322 at September 30, 1992, consisting entirely of Equity In Pooled Cash and
Investments. '
Note' (38) Gas Utility Fund' .
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 30, 1992:. .
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Debt Service:
Equity In Pooled Cash and Investments
Renewals and Replacements:
Equity In Pooled Cash and Investments
Construction:
Investments (U.S. Government Securities)
$ 761,698 .'
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$1.558,676
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Assets of the Gas Utility Fund representing Customers' Deposits and therefore restricted, amountod'to
'$602,621 at September 3D, 1992, consisting entirely of Equity In Pooled Cash and Investments.
Note (3C) Solid Waste Utility Fund
Restricted assets In the Solid Waste Utility Fund designated for constructlon consist of the following:
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Assets of the Solid Waste Utility Fund restricted under the provisions of the Loan Pool Ameem~nt with the
First Florida Governmental Financing Commission consisted of the following at September 30, 1992:
Loan Pool Agreement
Debt Service: .
Investments Held by Escrow Agent (Primarily A1achua
County, Florida Revenue Bonds)
Accrued Interest Receivable on Investments
"
$67,80~
742
$68.550
Assets of the Solid Waste Utility Fund representing customer deposits, and therefore restricted. amounted
to $122,Sn at September 30, 1992, and consisted entirely of Equity In Pooled Cash and Investments.
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NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D. 1992
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Note (3G) Parking System .
Assets In the Parking System restricted under tho provisions of the ordinances authorIzing the Issuance of
revenue bonds consisted of the following at Septembor 30, 1,992: '
, Parklna Svstem Revenue BonQ!2
Debt Service:
Equity In Pooled Cash and Investments
Renewals and Replacements:
Equity In Pooled Cash and Investments
Eubllc Service Tax and Bridge Revenue Bonds
Debt Service:
, Equity In Pooled Cash and Investments
Investments (U.S. Government Securltles)
Accrued Interest Receivable on Investments
$ 322.188
. . 135,034
346.803
288,081
8.933
$1.101.039
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Note (3H) Pier 60 Fund ,
Restricted assets contributed to ,the Pier 60 Fund by the Special Developm'ent Fund consist of the following:
Proceeds of the Local OptlonSales Tax designated as .Penny for Plnellas., which Is restricted by voter
referendum and the terms of Interfocal agreements between Plnellas county and the municipalities receiving
the tax to the construction of specifiC Infrastructure capital Improvements; assets remaining at September 30,
1992 are:
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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
Gov~rnmental Financing commIssion consisted of the following at September 30, 1992:.
Loan Pool Aareement
Debt Service:
Investments Held by Escrow Agency (Primarily A1achua
County, Florida Revenue Bonds)
Accrued Interest Receivable on Investments
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$534,063
5.748
$539,811
Note (3J) CUlTent Uabillties Payable from Restricted Assets ,
As of September 3D, 1992 with comparative figures for 1991, the current lIablHtles payable from restrIcted
assets of the Enterprise Funds were as follows:
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Seotember 30. 1992
Seotember 30. 1991
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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.
$ 12,304
152,046
1,828.196
$ 516,384
1,811,200
202,469 ,
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2.651.620
~7,092.094
2.281,612
2,768.030
$7.579.695
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'CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1992
It Is the City's opinion that It has no lIablllty 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.
Note (4E) Post Retirement Benefits
The City provides no post retirement benefits to retired employees or to their beneficiaries other than those
described In preceding Notes (4A) through (40).
Note (5) Fixed Assets
General Fixed Assets:
, '
A summary of changes In General Fixed Assets follows:
Balance
Oct. 1. 1991
Additions
Deletions
Balance
Seot. 30. 1992
Land
Buildings
Improvements Other Than
Buildings
Equipment
Constructlon In Progress
$25,294,024
14,388,049
26,700,265
17,280,823
2.298,847
~85.962.008
$ 3,159,193
143,834
~28,453,217
14,531,883
451,286
1,252,540
7.797.463
$12,804.316
$ (4.900)
(1,320,922)
!2.298,847)
$(3.624,669)
27.146,651
17,212.441
7.797.453
S95.141.655
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Donated Land: Land accounted for In the General Fixed Assets Account Group Includes a number of
parcels that have been donated to the,Clty. 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 l{Tlpact the restrictions as to use might have on
the fair market value of such land In the ownership of the CIty. '
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1992
ProprIetary Funds:
A summorv of cost and accumulated deoreclatlon of fixed assets of the Proorletarv Funds at
September 30. 1992 follows:
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Enterorlse
Internal
Service
Estimated
Useful Life
(Years)
land
Buildings
Improvements Other Than Buildings
Machinery and Equipment
Construction In Progress
$ 8,070,293
11,193,765
187,968,355
7,672,749
19.870.411
234,775,573
53.380.480
$181,395.093
Less Accumulated DeprecIation
Net
$ 1,103,616
2,894,034
18,831
25,872,543
185.308
30,074,332
16.755.861
$13,318.471
10-40
5.50
1.33Va
Contributed Property: As of September 3D, 1992, water I1nes having an estimated cost of $4,244,548,
sanitary sewer lines havIng an estimated cost of $7,204,485, and storm sewers having an estimated cost of
$3,832,365 are reflected In the balances of the proprietary fixed assets.
Assets Recorded Under Cacltal Leases: Assets recorded under capital leases and the accumulated
depreciation thereon (for proprietary fund assets) have 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 Jariuary 1 assessed values. Tax bills are mailed out on or about November 1, and the
collectlon 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 cotlectlons. 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 after 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 t~e restricted purposos of financing
actlvltle~ accounted for In the Special Development Fund, are recorded I,n the General Fund. This Is
appropriate, since for 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 the General Fund to the appropriate fund.
The City Is permitted by State law to levy ten mills without referendum. Additional millage not subject to the
ten mlllllmltatlon Is authorized If approved by referendum. The tax rate for the year ended September 30,
1992 was 5.1158 mills, of which .0327 mIlls represent the levy for general obllgatlon bond debt service as
approved In voter referendums In prior years. The non-voted tax rate of 5.0831 mills Is well below the
statewide ten mlllllmltatlon.
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1 NOTES TO FINANCIAL STATEMENTS ?\l~~O
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SEPTEMBER 30,1992 I
Note (7) Segment Information for Enterprise Funds
The City maintains eight EnterprIse funds which provide utilities (water and sawer, gas, solid wasts, and
stormwater). toll bridge. marina, parking, and pier fishing., Segment Information for the year ended
September 30, 1992 was as foll.ows:
DeprecIation Net
and Operating Operating Net Contrl-
Operatlng Amortization Income Transfers Income butlons
Revenue Excense (Loss) In (OuO (lossl During Year
Water and Sewer $28,081,682 $3,699,535 $ 6,554,463 $(1,152,239) $3,635,006 $768,496
Gas 11,304,825 544,671 2,675,776 (833,510) 1,658,074 (8,803'
Solid Waste 11,058,909 318,247 6,993 (621,809) (209,918)
Stormwater 3,396,396 645,259 1,207,872 (526,960) 832,238 824,775
Toll Bridge ,1,564,632 578,821 345,146 337,418
Marina 1,521,303 79,297 (60,045) 19,999 138,691
Parking System 1,831,357 145,806 (217,599) 16,001 (239,558)
PIer 60 246.998 43.790, (85.660) (55.110) 255.431
$59.906.102 ~6.055.426 $10.426.9~ $(3.098,518) $6,096.841 $1 .839.899
Long-Term Ume-
Debt Out- strlcted
Addltlons Deletions standing Net
to to Excluding Working
Plant and Plant and Total Current Capital Fund
Eauloment Equipment Assets Portion (DeficIt) Equltv
Water and, Sewer $ 8,668,155 $ (832,816) $195,708,885 $83,878.940 $15.351,582 $104,389,379
Gas 2,483,867 (20,651) 19,686,107 7,637,123 539,491 8,517,129
Solid Waste 665,887 5,535,354 446.746 1.764,728 4,289,817
Stormwater 2,177,429 13,767,853 1 ',633,355 13,725,800
Toll BrIdge 1,111,442 ' (7,546) 7,102,570 2,055,449 538,263 4,636.083 . I
Marina 173,524 (31,309) 1,661,714 245,633 341,356 1,295.668 I
Parking System 98,600 (541 ) 5,294,186 1,787,739 449,075 3,204,769 I
I
Pier 60 ' 118.245 (238) 769.087 162.20~ 758.563
$15.497.149 $ (893.10D $249.525.756 $96,051.630 $20.780.05~ ~140,817.208
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 ' ,t
of September 30, 1992 as Interfund loans from the Capital Improvement Fund, which was selected by
management for thIs purpose. Thl~ reclassification results In a corresponding reduction In the cash equity
In the CapItal Improvement Fund, offset by' an Increase In Interfund receivables. The amounts of the
reclassified cash pool deficits, as well as other Individual fund Interfund payable and receivable balances
(current), at September 30, 1992 were as follows:
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30,1992
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Net Interfund Receivables Net lnterfund Pavables ",
Deficit In Other Deficit In Other
.E.Yill! Pooled Cash Receivables Pooled Cash ' Payables
General Fund $ 85,088
CapItal Projects Fund:
Capital Improvement $3,686,157 21,216,358
Enterprise Funds:
Water and Sewer Utlllty $13.708,605
Gas Utility 1,849,019 $1,801,268 521,328
Solid Waste Utility 1,050,274
Stormwater Utllity 2,097,563
Toll Causeway and Bridge 710,111 128,317
Yacht BasIn and Marina ,159,632
Parking System 405,266
Pier 60 304,170
Internal Service Funds;
Garage 1,519,134 1,572,566
Administrative Services 19,000
General Services 184.006
$3,686,157 ~21.B22,774 $3.686,157 $21 ,B22.774 "
Note (9) Contingencies and Commitments
Utilities Services Tax Revenues
Utllltles ServIces 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 18. tho CIty has contingently guaranteed $1,000,000 plus accumulated
Interest on a 1981 $5,500,000 mortgage note used for the construction of Ruth Eckerd Hall. As of
September 30,1992, the remaining princIpal balance on the mortgage was $4,703,803, and the amount Of
the CIty's guarantee, Including Interest. was approximately $2,123.747.
As Indicated In Note 18, 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 3D, 1992. marking
only the third (consecutive) year In their history that this has happened. These results c.onUnue. to be
achIeved through efforts on tho 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 otherwise recorded on any of the accompanying flnanclal statements
to renect this possIbility.
SecurIties Purchase Commitment
On April 5, 1978, the CIty, In order to provide for the retirement of a term maturity of the Utlllty Revenue
Bonds, Series 1978, entered Into a securities purchase agreement providing that the City shall be obligated
to purchase treasury bonds at a price of 98.375% of princIpal amount on specified semIannual purchase
dates begInning Juno 1, 1978 and ending December 1, 1992. As a result of the refundIng of the ,1978 bonds
by the Water and Sewer Revenue Bonds, SerIes 1987, and the subsequent refunding of the 1987 Bonds,
the City's continued obligatIon to purchase the securities Is no longer connected to any City bond Issue.
The City Intends to continue to purchase the remainIng securities tram the resources of the Oily's
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1992
consolidated Pooled Cash and Investments. With respect to this obligation, the Clly Is subject to normal
fluctuations In Interest rates, and therefore market risk to the extent that the securities could otherwise be
bought at more favorable prices on the dates when future purchases are requIred. The amount of required
purchases at September 3D, 1992 Is as follows:
December 1, 1992
$580,413
Contlnesnt Loan Guarantee ,
On March 30,1992, the City Commission approved a contingent loan guarantee of $1 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 mllllo~.
In the event of default, the City Is obligated to contrIbute $1 m1Jllon 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 faclllly. 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 which 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.
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 renected when expended as fixed assets In the respective ProprIetary Funds.
The Capital Improvement Fund Schedules are Induded as supplemental schedules along with the Individual
fund statements In the City's Comprehensive Annual FInancIal Report to provide Information as to the status
of each authorized project. BeginnIng balances represent amounts expended on the projects prior to flscal
year 1992.
Note (10S) Water and Sewer UUllty Fund
Contractual Commitment
Under the terms of a 3D-year contract between the City and Plnellas County whIch Is effective through
September 3D, 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
Soptember 30,1992 chargod by the County, which Is sot by the Board of County Commissioners, Is $1.3254
per 1,000 gallons, Including a $.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 1991~2 and 1990.91 was
$6,247,788 and $5,232,988. respectively.
[ID~&~~
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 30, 1992
~sh Transaction
During fiscal year 1992, the Water and Sewer Utility Fund transferred buildings with a book value of $521 ,328
to the Gas Utility Fund.
Notes (10C) 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 $17 million. The City applied to the State of Florida for funding assistance, arid
this proJect is Included In the state's five-year capital Improvement program, with construction scheduled
to begin In January 1994. The City currently antlclpates the new bridge opening to trafflc 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. '
, '
As a result, the City anticipates termination of operation of the existing toll bridge, and depreciable lives on
all assets have been shortened 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 Jettles (cost $3,051,366) w11l be transferred to the General Fixed Asset Account Group, at cost,
on the date the existing Bridge ceases operations.
Nole (100) 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 of actual expenses Incurred
to enable the fund to accumulate resources for the stated purpose of replacing the fleet as required. This
polley has been clearly articulated and has been consistently followed by City management. It Is consIstent
with annual budgets for the Garage Fund presented to and adopted by the Clearwater City Commission.
Noncash Transaction
During fiscal year 1992, the Garage Fund transferred land with a cost of $751,732 to the General Fund. The
land was subsequently recorded In the General Fixed Asset Account Group.
Note (10E) Interfund Property Swap
During fiscal year 1992 the City Commission authorized an Interfund property swap Involving the Solid Waste
Fund and the Garage Fund. Pursuant to the terms authorized by the Commission, 9.99 acres of property
owned by the Solid Waste Fund known as the -Airpark School Board SIte- were swapped for 9.52 acres of
, / property owned by the Garage Fund known as the "Campbell Property. - In connection with this transaction.
the SolId Waste Fund assumed the remaining $192,000 of debt on the Campbell Property (Capital
Improvement Revenue Bonds, Series 1984) and made a capital contribution of $1,646 to the Garage Fund
to complete the transfer at cost.
Note (11) Excesses of expenditures Over Approprlotlons
Total transfers out of the CommunIty Redevelopment Agency amounted to $2,190,043, while approprlatlo.ns
In this fund for t~e current fiscal year were $2,057,600. Total expenditures In the Special Development Fund
amounted to $2,38t?,B~O, whlle approprIations In thIs fund for the current fiscal year were $576,500.
Note (12) Fund Deflclls
The General Services Internal Service Fund had an unreserved accumulated deficit of $32!l,736;'thls deficit
results primarily from dIfferences betwoen the projectod costs of services rendered by this fund upon which
departmental billings are basad and the actual costs of such services;' adjustments In future billings will
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CITY OF CLEARWATER, FLORIDA
NOTES TO FINANCIAL STATEMENTS
SEPTEMBER 3D, 1992
eventually eliminate the deficit. The Pier 60 Enterprise Fund has an unreserved accumulated deficit of
$159,114.
Note (13) Rosldual Equity Transfers Between Funds
The amount of resIdual equity transfers In for bUdgetary funds amounted to $24,898. Residual equity
transfers out for all funds amounted to $1,870,337. Residual equlty,transfers of $1,080,206 consist of net
contributions to ProprIetary Funds wUh credits beIng made dlreclly to contributed capital accounts In the
appropriate funds.
The City's other proprietary funds had no change In contributed capital during fisCal year 1992.
Note (15) Pending Litigation '
There Is pending against the City a class actton 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 lnelfglble to participate In the
General Employees' Pension Plan, and were enrolled In-soclal security 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. .
The plaintiffs are seeking certain back and future pension benefits which they have estimated to be In the
range of eight million dollars, plus an equal amount In liquidated damages, plus attorneys fees and costs,
estimated at $300,000. .Outslde counsel engaged by the City has estimated that the CIty's chances of
Incurring some loss'as a result of this lawsuit are greater than remote but less than probable, and that some
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Enterprise' Funds ara used to account for the ffnanclng, acquisition, operation and maintenance of
governmental faolllttes and services that are supported primarily by user charges. '
Water and Sewer Utility
to account for the flnanclng, construction, operation and maintenance
of the water' and sewer services of the City from charges maCle to
users of the service. The service area for water and sewer extends
beyond the City limits.
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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 boyond the City limits.
to account far the flnanclng, 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 wllh the City
limits.
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SoUd Waste UUlity
Stormwater UUllty
to account for the financing, construction, operation and maintenance
of the stormwater management system of the City from charges made ,"
for each developad property. The stormwater management area Is
coterminous with the City limits.
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Toll Causeway and Bridge
to account for the financing, operation and maintenance of the toll
bridge crossing Clearwater Pass, from tolls paid by users of the bridge.
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Yacht Bastn and Marina
to account for the financing, operation and maintenance of the 205-s11p
City marina and associated real property on Clearwater Beach from
rents collected from users.
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Parking System
to account for the financing, constructlon,operaUon and maintenance
, of the CIty's parking system, Including on- and off-street parking on
C1ealWater Beach and Downtown Clearwater from parking charges. .
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Pier 60
to account fOT the operation and maintenance of the fishing pier from
user charges. '
,to account for the operation and malntenanco of,the airpark from'rents
collected from user charges. During fiscal year 1992 this fund was
closed to the General Fund. l' .
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CITY OF CLEARWATER. FLORIDA
ENTERPRISE FUNDS
COMBINING BALANCE SHEET
SEPTEMBER 30. 1992 WITH COMPARATIVE TOTAL FIGURES FOR 1991
5,147,396 496,970 67,808
145,008 742
33,456,923 2,161,297 191,227 1,290,143
,
1,576,196 220,931 ,
143,792,690 13,875,822 2,903,285 10,802,302
$195,706,885 19,686.107 5.535,354 ' 13.767,853
DRAf'~ .
fon O\s~'U5S\m.
PURrOSf.S OKl~.
Water
and
Sewar
Ullllty
Gas
Ullllty
ASSETS
CUrrant Assets:
Cash on Hand and In Banks
Eqully In Pooled Cash and Investments
Cash with Escrow Agent
Accounts and Contracts Receivable:
Billed
UnblHed Charges estimated
$ 325 400
2,877,349
"
2,112,497 421,517
1 ,281 ,265 514,917
. 3.393.762 ' 936.434
(119,865) (25.147)
3,273,897 911,287
10.153,393 1.849,019
224,627
349,085 658,066
4,400 9,285
16,883,076 3,428,057
, 24,467,661 1.664,319
3.555,212
141,646
Less: Allowance for Uncollectible Accounts
TOlal Receivables, Net
, ,
Interest Receivable
Due from Other Funds
Due from Other Governmental Entities
InventorIes, at Cost
'Prepaid Expenses and Olher Assels
Total Current Assets
Restricted Assels:
Equlty)n Pooled Cash and Investments
Due from Other Funds
Due from Other Governmenlal Enlllles
Investments. At Cost or Amortized Cost (Market
Value, $5.481.495 for Water and Sewer, $427,342
tor Gas, $73,323 tor Solid Waste. $618,096 for Toll
Causeway and BrIdge, $43,260 for Yacht Basin and
MarIna, and $316,446 for Parking System)
Interest Receivable
Tolal Restrlcled Assets
Advances to Other Fund
Deferred Charges ,
, Property. Plant and EquIpment, Net of Accumulated
DeprecIation
See accompanying noles 10 Financial Slatemenis.
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396,716 ,126,935
565,954 274,915
964,670 401,850
(21,043) (6,703)
943,627 395,147
1,050,274 807.420 ,
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17,448 442 8,933
1,429,937 40.802 1,101.039
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7,102,570 1,661,714 5,294,186
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15,500
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263,129
2,800
107,187
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20,525 ' 19,075
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293 29,585 '
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, 2.637.051' 2,372,308
5.706.214 5,251.267
(172.758) 89,842 '
5,533.456 5,161,425
4,186
15,293,834 16.150,735
319,687 163,265 '
1,038,452 828,263'
27,625 ' ':'14,246 '
26,344,879 ,26,474.970
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27,923,913
4,990,806 7,152,447
141,646 279,647
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159,632
158.719 ,
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14,670
13,940
405,266
25,210
" 6,631
735,904
547,094
172.729
461,769
849,834
804,025 .
145,451
145.451
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6,603,278 6,104,020
172,573 ' 172,575
39,816.819 ' 41,632,602 .
171.838 197,145
1.797,'127 1,984,797
181,395,093 173,097.307
0 249,525.756 243.386,821
450,907
769,087.
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CITY OF CLEARWATER, FLORIDA
ENTERPRise FUNDS
COMBINING BALANCe SHEET, Contlnued
SEPTEMBER 30.1992 WITH COMPARATIVE TOTAL FIGURES FOR 1991
10,994,120 721,030 68.550
2,854.596
1,589.663 ' 300.000
15.438.379 1.021.030 68.550
26.580.856 6.670,622 4,014,212 1.171.336
42.019.235 7,891.652 4,082.762 1.171.336
104.389.379 8.517.129 4,289.817 13.725.800
$.:!95.708.B85 19.686.107 5,535.354 13.767.853
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LIABILITIES AND FUND eQUITY
Current Liabilities (Payable from Current Assets):
Accounts and Contracts Payable
Accrued Payroll
Accrued Inlerest Payable
Due to Other Funds
Due to Otrer Funds (Deficit In Pooled Cash)
Deposits
Curr,ent Portion of Long~ Term L1abllltles:
Advances from other lunds
Revenue Bonds
Notes; Loan Pool Agreement and Acqulslllon Contracts
Total Current L1abllltles (Payable from Current Assets)
Current LIabilities (Payable from Restricted Assets):
Accounts Payable
C<?nstrucllon Contracts Payable
A~crued Interest Payable
Due to Other Funds
Current Portion (If Long-Term L1abllllles,
Revenue Bonds
Customer Deposlls
Total Current LIabilities (Payable from Restricted Assets)
Total Current LIabilities
, .
Long-Term LIabilities. Excluding Current Portion:
Revenue Bonds
Notes. Loan Pool Agreement and Acqulslllon Contracts
Interest EarnIngs Aebatabla to U.S. Treasury
Advances from Other Funds
Total Long-Term LlablHlles
Total LIabilities
Contributed Capital:,
Other Funds
Federal and State Granls
Developers
Property Owners
Olher Governmental Entities
Total Contrlbuled Capllal
Retained Earnings:
Reserved lor:
Revenue Bond ReqUirements:
Debt ServIce
Sinking Fund - Torm Maturities
R~newals and Replacements
Unreserved ,
Total Retained Earnings (Dellclt) ,
Total Fund Equ1ty
See accompanying nolos to Financial Statoments.
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Water
and
Sewer
Ullllly
Gas
Utility
$ 690.391
403,677
363.310
143.655
25,106
521 ,3~8
1,801,268
430,000
7,420
1.531,494
33.899
2.888.561L
12.304
152,046
1.668,400
40,668
2,,~O.OOO
1,926,322 602.621
5.909,072 643,289
7,440.566 3.531.855
82.775.027 7.494,523
'20.618 , 42.600
1,083.295
83.878.940 7.637,123
91.319,506 11,168,978
379.887 60'.027
17.661.858
32,555,OOB
4.192.329 24,450
7,581.062
62,370,'144 625,477
Sond Waste
Utility
Stormwater
Utlllly
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287,493
246,345
5,892
10.367
31,686
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64.000
72,384
676.114
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. " I
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523 12,147 22,979 1.554 l,3Sa.770 1.660,822 . ~.. :~:
51,233 33,315 32,626 8.970 951,507 783,833
3,453 34,451 10,768 ,1<.
521,328 . 24.542 .
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128.317 1,929.585 2,032,469
11.698 5.558 17,256 15,239 " ,
15,000 15,000
17,568 36,856 548,424 462,822
44,800 158,503 121,265
197,641 120,413 98,019 10,524 5.564,824 5,111,780
12,304
152,046 516,384
64,747 54,381 1,828,196 ' 1,811,200
202,469
148,650 149,278 2,447.928 2,281,612
2,651,620 2,768,030
213,397 203,659 7,092,094 7,579,695
411,038 120,413 301,678 10,524 12,656,918 12,691,475
2,055,449 1,787,739 94.240,077 95,571,737
185,309 667.934 609,111
1.083,295 1,"1,615
60,324 60,324 75,324
2.055,449 245.633 1,787,739 96,051,630 97,367,787
2,466,467 366,046 2,089,417 10,524 108.708,548 , 110,059.262
632,281 1,777 753,581 910,557 15,950,435 15.168,132
7,120 17,759,172 17,985,407
32,555;008 '31,856.027
225,622 232,002 4,674,603 4.603,986
7.561,062 7,581,062
858,103 233.779 753.581 917,677 78,520,280 77,194,616
429tOl1 40,802 474,264 12,727,777 8,996,166
562,655 288,081 3,705,332 3,703,050
224,874 135,035 2,249.572 4,534.745
1,216,540 40,602 " 897,380 18,682,661 17.235,981
2,561 ,440 1,021.087 1,553,608 (159,114) 43,614,247 38,896,962
3,n7,980 1,061,889 2,451,188 (159,114) 62,296,926 ' 56.132,943
4,636,083 . 1.295.668 3,204.769 756.563 140,617.203 133.327,559
7.102,570 1,661,714 5.294,186 769,087 0 249,525,756 243.386,821
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CITY OFCLE....RWATER. FLORIDA r "
ENTERPRISE FUNDS I
COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES I~~ RETAINED EARNINGS
VEAR ENDED SEPTEMBER 30, 1fX12 WITH COMPARATIVE TOTAL FIGURES FOR 1901 I
Water
and I
~.~~" Sewllr GI1I Solid WOIto Stormwator
Utility Ullllty ,Ullllty Utlllly
Oporatlng Revenue.: ~
Sale8 to CU810mor. $ 27,724,808 10,940,272 10.0n.542 3.:171),444
Sorvlce ChargollO CUllomore ~~~ 'U~~, 356,874 300,137 81,367 16,1152
User Chargos to Cuetomerll 'iQ~ rs.~S't.~ 64,416
Rental. ~~~
Total Operatlng Revenuo. 28,081,682 11.304,825 11,058 ,909 3,396.396
Operating Expenl88: "
~.rlOn.' Gervlelll 4.856,884 l,8111.8S7 3.473,573 JlIl7.11Bll
Purchaeel for Roeale 8,247,788 3.961,848 ,.
operating Malerlale and Suppllos 1,408,274 125,334 122,160 122.348 ~ ~
Transportation 461,081 . 240,'433 2,004,455 173.271
Ullllly SoNJce 1 ,200,263 50,223 34,383
Solid Walle DumpIng ChargDs 3,64B,614
Doproclallon 3.5U4,8G1 512,998 310,534 645,269 i;'
'J
. Interfund Admlnlllrallve Chargos 2,799,026 791,760 1,062.380 217,710
Olher Current Chargoe:
Profelllonal Feel 260,121 85,515 ' 18,SS9 87,489
Advertllllng 86,n4 239
Communication. 120,981 70.736 77,046 4.311
In;urance 288,Ql0 268,510 135.490 10.000
Repair. and MlllOhlOanee 276,880 3J.635 "2,221 3.670
Rentals 3.876 5,424 9,6813 60
MI6Cellaneou I 58.024 43,800 16,148 7.644
Amortization
Dala Procellln" Chargn 30,600 16,790 23,410 6,240
Taxes 410.533
Provl.lon fOf Estlmaled Uncollllcllblo Accountll .120.611' 35,061 39,118 12.400
, TOlal Olher Currenl Charges 1.100.073 1.04B.768 389,017 131.970
Total Operallng Expense. 21.527,219 8.629,049 11.051.916 2.186,524
Operallng Income (LOIIB) --
6,554,463 2,675,n6 6,993 1.207.872
Nonoperating Rovonu81 (Exponoos):
earning. on Invo.tmentl 2,273.714 120,720 1131,769 151.326
lntereit ExpenlG and Fiscal Chargo; (4.43.2,668) (428,670) (36,8131
Amortlzallon of Bond Oleaollnt and "lIuq Co.11l (W4.6B4) (31,673) (1,713)
lOllS on Exchango of Asael. 15.629)
LOllses Irom Wrlledowna and Aopla~omenls of Fixed Assets
LOlli from Demolillon of Sewor FaclllUol Duo 10 Stale
D.E,R. Requirements
Recycling Progrllm Incenllvll Grant 230,036
Ineurance RocO'rory
Department of Environmental Regulallon Grent
Olhor 496,320 91,060 51.419
(1,767,218) (184,1921 4<14.898 161,326
Income (Losa) Bofore Operallng Transfer. 4,787,245 2.491,584 411,891 1 ,359.198
Operating TranslQrsln
Operating Tran.lor. Oul (1.162,239) (B33,510) (621,809) (626,;00) .
(1.152.239) (B33,510) (621.809) (52B,geOl
Not Income (LOlli) Before Extraordinary 110m 3,ll3!5.0OC 1,658,074 (209,11'8) 832,238
Extraordinary 110m - LOll on Early Extlngullhmont of Debl
Not Income (LOll) 3,635.008 1,658.074 . (2eD,IUB) 832,238-
Rotalned Earnlnal, Boglnnlng afYoar 38.384,228 (1,233,576 4,2(12.680 33I),OQg
ROIldual Equity Tran.ler In
Rotalned Earnlnl/'. End of Yoar $ 42,018,234 7,801,052 4,082,7<<12 1,171,337
Soo accompanyIng nolello FInancIal Stlllomonl..
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CITY OF CLEARWATER. FLORIDA
,ENTERPRISE FUNDS " ,',
COMBINING STATEMENT OF CASH FLOWS
YEAR ENDED SEPTEMBER 30. 1992 WITH COMPARATIVE TOTAL FIGURES FOR 1991
DRAfT Water ,I
fOR D\ScuSStoH and So.lId
PURPOSES ONL'fl Sewer Gas Waste I
Utility' Utility Utility I,
>.1.,
Cash Flows from Operating Actlvltles: )':.
Cash Received from Customers $ 26.779,250 11,343,400 11 ~245,974 ."
Cash Received from Other Funds
Cash Payments to Suppliers (10.121.405) (5,262,843) (3,949,860)
Cash Pay~ents to Employees (4.624,462) (1,861,599) (3,399,161)
Cash Payments to Other Funds (3,685,201) (1.110,951) (3.272,422)
Other Revenues 497,673 90,268 51,419
Net Cash Provided (Used) by Operating Actlvltfes 8,845,855 3,178,275 675,950 l.t
Cash Flows from Noncapltal F,lnanclng Actlvll1as: . {
Operating Transfers In " '
Operating Transfers Out (630,911) (833,S10) (621,609) Jl<~
Contributions (fo) From Other Funds "
Grant Revenue 254,992 "
Insurance Proceeds ' J
IntereSt Paid
Loans from Other Funds, Net 202,461 .'
Net Cash Provided (Used) by Noncapltal Financing Activities (630,911) (833,S10) , (164,356)
J
Cash Flows from Capital and Related FInancing Activities: , ,,'
,'!I.
Principal Payments on Debt (2,423,624) . (2,247) (5S,699)
Interest Paid (3,700,228) (465,669) (37,466) ,
. ;
AcquisItion of Fixed Assets (7,609,509) (1,885,412) (474,546) .,
, .
Proceeds from Sales of Assets ; :./_;
Proceeds from Issuance or Debt 20,654 176,499 + ." ~
i' ;'
Cash Deposlled with Escrow Agent for Bond Defeasance '.>>:i;
. ~.~ L ,
Payment of Bond Issue Costs .1 ".
.' :.,+.~"",
Payments on Advances from Other Funds ' "
. ,
Insurance Proceeds Received ' l' '~L
CapItal Contrlbuled by: " 'r
'~l
Other Funds (9,903) ", "
Other Governmental Entities ' ,
.,
"
Property Owners 69,515 '.100 . '
~ ~c'
Developers 698,981 "
Net Cash Provided (Used) for Capital and Related Financing
AcUvllles (12,944.211) (2,165,632) (567,713)
'1--'
Cash Flows from InvestIng ActIvities: "
Purchase of Invastment Securitles (496,976) "h
Interest on Investments 2.271,036 190,720 '.
161,713 . ,
Loans to Other Funds, Net 2,108,472 (323,010) ~ 'l
, ':/(
Cash ReceIved on Receivables
Proceeds from the Sales and Maturllles of Investments ~ , .
"~
Interest Rebatable to the U.S. Treasury (28,320) .Ii'
'c:
Net Cash Provided (Used) In Investing Acllvlllas ','
4,379,508 (629,266) 133,453 ~ : ~
, .(,
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Net,lncrease (Decrease) In Cash and Cash Equlvalonts (349,759) (470,135) 77,334 > :~.
,
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Cash and Cash Equivalents at Beginning of Year 27,695,094 333,S86 422,234 .\
.'1
Cash and Cash equivalents at End of Year $ 27,345,335 (136.549) 499,568 ,;
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CITY OF CLEARWATER. FLORIDA
ENTERPRISE FUND~
COMBINING STATEMENT OF CASH FLOWS. Contlnued
, YEAR ENOED SEPTEMBER 3Q.1992WITH COMPARATIVErOTAL FIGURES FOR 1991
Waler
and
Sewer
UlIlIly
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UlItlty
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Utlllly
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Reconciliation at Operallng Income to Net Cash ProvIded (Used) , ,
by Operating Acllvltles:
Operating Income (Loss)
$ 6,554.463
2.675.776
6,993
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AdJuslments to Reconcile Operating Income (Loss) to Net Cash
Provided (Used) by Operating Activities:
.','
.. '(
Other Revenue from Nonoperating Section of Income Statement .
Depreclallon
, Provision for Uncollecl1ble Accounts
Amortlzallon
Miscellaneous Expense
Change In Assets and Liabilities:
,Decrease (Increase) In Accounts Receivable
, Decrease (Increase) In Amount Due from Other Governmental
Entitles , '
Decrease (Increase) In Invenlory .
Decrease (Increase) In PrepaId Expenses
Increase (Decrease) .In Accounts and ,Contracls Payable
Increase (Decrease) In Amount Due to Other Governmental
Entities '
Increase (Decrease) In Deposits
Increase (Decrease) In Accrued Payroll
496.320
3,594,851
120.61 1
91,060
512.998
35,061
51,419
316,534
. 39;118
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Total Adjustments
(805,068) 46,022 67,982
(269,318)
(82,631) (131.853) , ,
',353 (792)
(568,101) , (52.638) 409
(228,046) (7,447) '19,083
31,421 10,088 74,412
2.291,392 502,499 668,957,
$8,845,855 3.178,275 675,950
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Page 2 01 2
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Totals'
1992 1991
1,207,872
345,146
(60,045) ,
(211;599)
7,764,674
(85,660)
10,426,946
I , t
160,206 28,89B 9,217 ' 837.122 347.871
645,259 500,070 76,274 137,25B 43,790 5,829,034 4,517,972
12,460 . 207,250 107,853 ,
66,988 66,988 148,391
, "(4,785)
f ,',
25,522 (1 ,07~) 93,334 (579.~81) (701,479)
1,562,517 . (494) 1,292,705 72,882
4,295 (210,189) , 11 ,61 0
(13,940) . (13,379)' (6,347)
10,367 523 (109) , (6,59B) (7,203) (623,350) 120,103
1,532 485 (114,393) (400,854)
"
22,320 13.669 5,367 ' 5,336 4,861 167,674 ' 53,849
715,928 2,143.967 228.554 258,219 50,665 6,B60,'81 4,267,066
1,923,800 2,489.113 168,509 40,620 (34,995) 17,267,127 ' 12,031,740
"
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SUPPLEMENTAL SCHEDULE \
t\~f1
Page 1 014 ~
CITY OF CLEARWATER, FLORIDA o ~~\Q~,
CUMULATIVE SCHEDULE OF AUTHORIZATIONS AND EXPENDITURES ~Q~ \)\~ I Q\\\.'t.
FOR PROJECTS FUNDED BY ENTERPRISE FUND RESOURCES ?U,,~t\~\\\
YEAR ENDED SEPTEMBER30.10g2
ProJoct
ProIflet Project expenditures Authorization
Aulhorl- Prior Yoar. Curront au muhttlvl) Net of
Number Dncrlptlon zatlon, (Cumulative) Yoar Total Expendllures :
Waler and Sower
General Rovenuo
2808 Publlo sorvlco Complex 500,000 600,000 600.000
2819 Offlco Mod &Oon\TIII Counter Exp 18,000 18,000 18,000
4774 Aorlal Photographs 12,802 12,802 12,802
6210 Pump Station MonUorlng Control 250,000 13t,028 77.002 208,030 41.970 '
6254 NonhellSt AWT Plant 5.651 5,651 6,651
6294 Computor Reponing System 69.0SQ 69,059 69,059
6503 UtllltyBulldlng RenovoUon 30,000 26,555 3.445 30,000
,6509 Healing Syotom Renovation 5.000 9,266 (4,266) 5,000
6510 Utllltlel Auxiliary BuildIng 25,409 25,409 25,409 '.
6511 CPU Cashlerlng SYlItem 23,800 23,800 23,800
6512 Telephone Syatom Upgrade, 13,681 13,681 13.681 ,
6624 Sa'nltary Sewer Intercepter 1,421,559 1.398.887 12,280 1.411,167 10,392
6625 Une Relocation 6313,533 391,622 118,007 509,629 126,904
6621 East AWT Plant 207,606 61,693 80,059 141.752 65,854
e629 Ult Sta\lon R & R '89 679.617 365,674 ' 145,288 510,960 168,657 \.
6630 Sanitary Sewer Interceptor '89 12,002 12.002 ,12,002 ,'.
6631 WPC R&R '8g 172.016 172,016 172,016 'i
6632 Sanllary Sowor R & R 'S9 2,307,300 614.671 662.894 1,177,465 1,219.1l35
6833 SanItary Sower Rehnbllltallon 1,679,700 1.238,421 15,345 1,251,766 327,934
6S34 Sanitary Ullllty Relocation Accom '426.0:)0 1,610 1,610 423,390
6636 Water Con60lVallon RouSQ Program 1.550.000 2,000 80,960 , 82,960 1.467,040
6637 Marshall Sllntorc Sower Replacemonl 2,400,300 200,276 1.167.317 1.357,593 1.042,707
6638 Sludge Treatment Facility 2,711 ,626 303,832 303,S32 2,407,793
6640 Rehab Pump Stallon 142 304,066 242,989 , 61,077 : 304.066
6641 Northaaet Englng Generator 844.216 40,552 763,111 803.683 40,552
8642 Auto ContlnoulI Analyzer 49.718 49,716 49,716
6644 Pump Station 278.000 202,276 202,276 75,724 '.,'
.,
6645 Labore.tOf'/ Upgrado 100.000 37, \60 37,160 62,940
6646 Ea81 Plant Outfall S80.000 3,753 688,9a6 692.739 , 187,281 ' "
"
.,
6703 System R & R Capitalized 'sa 68,322 43,322 25,000 68,322 , ,
6704 Llno Relocation Capltnl '8S 1,815.551 991,551 248,509 1,2<10,060 . 375,491 .,
6706 Syalem expansion 169,864 69,864 69,864 120.000 ;
6710 R060~olr II Welle 308.114 152,270 155,844 308.114 ' :';1
6714 Standby Generator 103,098 103.098 103.098 J :'.
6722 Line RolocaUon Mnlnhmancll 145,000 1,350 2,265 3,615 141,395 .:'?
6721 Roverle Osmoele Pilot Study 1.701 1.701 1,701
6729 Ella, Feel - VarlouD 11.000 51.226 1,000 52,226 18,714
8731 New Well Devolopmont 743,005 743,605
8732 Elevated Storago Tanks 150.000 150,000
6733 Moier Shop Vehicles 21,500 20,654 20,654 846
6735 Bracklah Wator Supply Study 06,395 86.395
, \
2\,106,807 6.974.089 4,827.369 I 1,801.458 9,305,349 '
ContllbuUons -Impllct FeOl I':'
"
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2808 Public SoNlc& Complux 150,000 150.000 150,000 ~:
6254 N0r1hoa81 AWT Plant 618.717 618,711 618,711 ;:
6261 E Lake Chaulauquo Pump 5,286 5.286 5,286
6262 E Lake Chautauqua Intor 3,130 3.139 3,139
6825 Llnlt R&loca\Jon 150,000 \ 50.000
6827 ealt I\wT Plant &4,347 64.347 64,347
/
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Pllge 3 0' 4
SUPPLEMENTAL SCHeDULE
Number
6503
6509
6510
6611
6512
',I.
, "
, ,
. CITVOFCLEARWATER,FLORIOA .....~~. '.
, ~r S\~,!,"
CUMULATIVE SCHEDULE OF AUTHORIZATIONS AND EXPENDITURES ^~ ~S ~\~\~'
FOR PROJECTS FUNDED BY ENTERPRISE FUND RESOURCES, CONTINUED " ~ ~,~ ~ ~
YEAR ENDED SEPTEMBER 3D, 1992 ~'\) o.<il\)CJ
~~~. projoct
Project Project ExpendlturOll Authorization
Authorl- Prior Yoar. Current cumullltlvu Net of
DOllOrlpllon ztltlona (Cumulallvo) Yoar Tolol Expondlturoa
Utility Building Renovation
Heating Sy.tem Rnnovllllon
UtJlltlol Auxiliary Building
CPU Ca,hlerlng Sylltem
Telephono Syslem Upgrade
Renewal and Replacemonl
13342 Gas Systom R & R - Cap '8B
13349 Sy5tem R & R - Mlllntenance
Solid Wasle
2819
8424
8420
6427
8428
6429
6433
6434
6435
6503
6509
6510
6511
6512
Total GOB
Otnce Mod. & Conlral Counter Exp. ,
Mlnll'ranaler Slallonl
Faclllty R & A 'SB
Rusldent ContaIner Acqulsltfon '8B
New Facility
Community Conlalnor Ac~ulslUon 'S8
Rocycllng Program
Solid Wallo CMPTR
T5F Station
Utility Building Renovation
Haallng Sy810rn Renovation
Utility Auxiliary Building
CPU CUhletlng Sy81em '
Telephone By.tem Upgrade
Stormwaler UlIIltv Fund
Tolal Solid Waslo
2403
2404
2413
2414
2492
2496
2498
2819
2415
6101
ilt02
6103
6104
Stormwlltor Mngml Maltllr Plan
Unlpoclnod Storm Dralnago
Forelt Woods Drainage
Jeffordl Street
StevenlOn Creek Slm. Systom Upgrade
storm Drainage R & R '89
MIlle. Pondlng
Offlco Mod. and Contral Countor Exp.
HIgh/Un/Sandy
Allen', Crook
stoven', Creek
Stmwtr Improv
Storm Dralnago
Total Slormwalor
15,000
2,600
10.16G
6,332
2,533
4,703.Dca
190,399
323.500 '
1,113.899
5,816,967
3.000,
433,&aS,
332,152
1,093.995
1,054.000
974.567
845,.1S8
47,000
80,000
22,n1
57,500
7,745
8,544
4.053
4.984,380
760,000
618.100
82.6G3
48.200
2.767,207
1,317,112
121,901
1.300
52.2111
150,000
1,600.000
610,Q20
443,600
8.463,190
19,389
7.682
10.15;
5.332
2.533
1,948,101
6000474
263,000
763.474
2,711.575
59.885
188.940
888,537
812,260
714,124
557,940
0.823
3,533
7.745
8,644
4.053
3,255.374
265.800
..a,5&8
82,663
1.121.800
611.732
7,009
2.13tJ,732
(4.389)
(6,162)
847,857
289.926
60,500
350,426
1,198,282
3,000
37,616
136,533
19.255
176.180
228,192
18,654
4,621
9,428
630,288
147,300
21,519
37.971
1.258,494
318,201
1,700
1.300
52.287
18,005
2,250
300,Q10
2,158,087
15,000
2.500
,10,169
6.332
2,!>33
2.795,958
700,399
323,500
1.113,S99
3.909,857
3,000
69,U85
226,458
1,026,070
i 831,505
889.313
784,132
18,55-4
14.444
12,981
7,746
8,544
4.053
3.885,662
413,260
68,107
82,563
37.971,
2,380,384
027,093
9,699
1,300
52.287
18,005
2,~60
300.1iI10
4,21i14.810
\
. "
1.907,110
,\
,;
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1,907,110
,.
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373,810
105.698
88,925
222,495
85,254
61,228
28,448
80,000
8,327
44,539
1\
'. ;
1.078,718
"
, ,
338,750
449.993
10.229
386,823
380,119
112.202
100,000
1,681,995
608,670
t42.590
".108.371
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~ SUPPLEMENTAL SCHEDULE
.~: ..!:;~ . Page" of 4
CITY OF CLEARWATeR. FLORIDA
~~'~~@\ CUMULATIVE SCHEDULE OF AUTHORIZATIONS AND EXPENDITURES
(..~. ~ I
....~~@ FOR PROJECTS FUNDED BY ENTERPRISE FUND RESOURCES, CONTINUED
,~~~G YEAR ENDED SEPTEMBER 30. 1992 !
~. praJoet
f Ii;
ProJoet PraJool ExpnndltureB AUlhorlzatlon i
AUlhOfI- PrIor Year' Currenl Cumulallve Not of I
Number DoscrlpUon zatlon. (Cumulative) Year Total Expondltu ro B I
j
Toll Cllullowav and Brldao Fund I
3488 Send Key Bridge Roplacomont 1,086,321 464,n9 207,494 672,273 413,048
3409 Sand Koy Brldgo R & R 'S9 1,544,000 614.999 819,787 1,434,780 109,214
3470 Brldgea, Docks, & Seawalll 2,730 2,730 ~ "
3474 EvaluaUon & DOBlgn Rockoway 702 702 702
347g CI.W Pall Bridge 100,000 500 500 9g,500
3481 CLW POOl Bridge, 2.000,000 22,739 22,739 1.gn,261 .
"
:,
Tolal Brldgo 4.732.753 1,079,n8 1.051 ,222 2.131,000 2,601,753 . '
. .' '.~'
"
Morino . .~"'
.,
3413 Utility Sarvlca Roplacomont 115,328 10g,510 4,749 114,265 1.063
3429 Dock Replacement and Ropalrll . 63,740 43,544 9,134 52,678 1.062
3436 Marina Pile R & A 73.103 61.487 9,714 71,201 1.902 . ,
3443 Semlnolo Streot Boat Ramp Dredge 191,383 184,445 873 185,318 6,045 ."
3466 Boot SlIpB Orodgo-lllland Eltalo, 40.000 . 2.630 30,288 32,918 7,082 .::
.1.1.
3473 Marino 5110 studios 73,080 16,384 6.632 22,016 51,070 . .
34n Msrlna Roof Roplacemont 81,850 57,365 57.365 24,485
MarIna S/dowalk Roplacoment 350.068 33,144 33.144 . ,
3480 310,922
, Tolal Marina g78.536 417,006 151,89g 568,905 409.031 , : ~...'
,"
Parklntl Svstam
~ :...
2612 strool Ughl Equlpmont 15.000 6,631 3.709 10.340 '4,660 ,.
2029 McKaylMarlBnno Parking Lot 12,359 12,359 12,359
2630 Parking Lot Rosurfaclng 243,199 691 691 242,508 >
2632 Pkg Garaga Stret 50,000 12.400 , 12,400 ,37,600 ..~ I
2633 S. Gultvw Pk 100,ODO 2,500 2.500 97,500 ' :~ :
2817 Jolley Trolloy Rllplllcomllnt 35,301 35.391 35,391 r \.:
3247 Selling Cenler Parking lot 4,192 4,192 4.192 > ".
..,/"'
3310 Clovoland St, BeaullRcallon 4.906 3.538 3.638 1,370 ~ ~r
3478 Marina Parking Lot 63.720 01.355 2.355 63,720
"
Tolal Parking Systom 628.769 88,075 57,056 . 145,131 383.038
~ \;
"
3471 Big Plor 60 R & R 'll9 165.033 48.626 88,443 137,059 27.964 ; .
3<182 Now Plllr 60 1.912.025 35.819 35.819 1.876,208 \ ,"
'. .
;1. I ;,:'
Tolal Pior eo 2.on .068 48,626 124.262 . 172.888 1.904,170
. .
Total EnlorprlllO Fundi OS,1311,583 26.792,831 11.418,809 38,211.640 26,924,943 I
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COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS
SEPTEMBER 30, 1991 WITH COMPARATIVE TOTAL FIGURES FOR 1990
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of Allowances for Estimated
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Accounts and Contracts
Mortgages, Notes llnd Other Loans
Accrued Revenues
Interest llnd Dividends ,
Rehabilitation Advances
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Other
Due from,Other Funds
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Inventories, At Cost
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Restricted Assets:
Equity in Pooled Cash and
Investments
Due from Othe~ Funds
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Amount Available in Debt Service
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Amount,to be Provided for Retirement
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Amount' to be Provided for
Compensated Absences
S 20,055
8,994,383
8,882,458
.1,074,106
,4,963
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34,639,95? '
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~ SUPPLEMENTAL SCHEDULE
Page 4 of 4
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CITY OF CLEARWATER, FLORIDA
~ '" ,#~~ CUMULATIVE SCHEDULE OF AUTHORIZATIONS AND EXPENDITURES
'''\'~~~ c FOR PROJECTS FUNDED BY ENTERPRISE FUND RESOURCES, CONTINUED
, :~c$~ca YEAR ENDED SEPTEMBER 30.1002
Project I
Project Project Expondlture. Authorl~atlon I"
AUlhorl- PrlDf Yeltrl Current Cumulative Nelor
Number Deacrlpllon lallon. (Cumutallvo) Voar Total Expondlture8
Totl Causllway and Brldoo Fund
3468 Sand Key Brldgo Replacemont 1,085,321 484,nO 201,494 672.273 413,048
3469 Sand Koy Brldg 0 A &. A '89 1,544,000 614,GGg 8'9,787 1.434,766 10i.2f4
3470 Brldgos, Docks, & Seawalls 2,730 2,730
3474 Evaluallon & OGslgn Rockaway 702 702 702
347Q CLW Pa88 Bridge 100.000 500 600 "".500
3481' CLW Pasll BrIdge 2.000,000 22,739 22,73Q 1,On,261
Tolal Brldgo 4,732.753 1.079,n8 1.051,222 2,131.000 2,601.753
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3413 UUllly Sorvlco Replacemont 115.328 109,516 4.749 114,265 1.063
3429 Dock Replacemonland Ropalr8 53,740 43.544 9,134 52,878 1,062
3436 Marina Plto A & A 73,103 61,487 9.7'4 71.201 1,902
3443 Seminole Streot Boat Ramp Dredgo 191.363 184,445 873 185,318 6,045
3466 Boat Slips Dredg(\~lsland Estatell .w.ooo 2.630 30,288 32,918 7.092
3473 Marino Silo Studlo8 73,086 1 [;,384 6,632 22,016 51,070
3477 MarIna Root Rop'lloomonl 81,850 57,366 57.365 24,486
3480 Marina Sidewalk Roplacomont 350.tl66 33.144 33.144 316.922
Tolat Morlna 078,536 417,006 151.899 568,905 409,631
Porklng Syslom
2812 Strool Light Equlpmllnt 15.000 6,631 3,709 10.340 4.660
2629 MoKay/Marlanno Parking Lot 12.359 12,359 12.359
2630 ParkIng Lot Rosurfaclng 243.199 691 691 242.508
2632 Pkg Garage Strct 50,000 ,12,400 12.-400 37,600
2633 S. Gullvw Pk 100.000 2.500 2.500 97,600
28t7 Jolley Trolley Roplacement 35.391 35,301 ' 35.391
3247 salllna Cenlor ParkIng lol 4,llil2 4,192 4,192
3310 Cleveland St. Beautlncallon 4,908 3.538 3.538 1,370
3478 Marina ParkIng Lot 63.720 61.355 2.365 63,720 '
--
Tolal Parking Syitom 628.760 88,Q76 67,058 145.131 383,638
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3471 Big Plor 60 R & R '89 165,033 48,626 88,443 137,069 27,064
3482 Now Plor 60 , 1.912.025 35.819 ' 35,819 1,878,208
Tolal Plor 60 2.077.058 48,626 124,262 172.888 1.Q04,170
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19,075
4,104,190
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5,161,425
4,186
16,150,735
163.265
828.263
14,246
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7,152,447
279,647
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5.432,607 4,827,015
3,096,051 2.797,043
1.378,960 1,312.616
2,812.980 -2i925,487
1,000 .
479,117 494;302
79,787 I 94,911
18,166,196 12,560t736
3,426,538 ,3,601,704
1,956,088 , 2,202,. 129
1,013,372 1,004,,360
82, 182 ' 55,296
- 27,923,913 33,695,663
7,185.643 3:782t896
279.647 . .833,346
6,,629" 405 ' 22,059,,593
178,360 559.786
4,264,038 896, 120
1,984,797 2,002,787
272,336.316 261,772.743
1,372,329 1,372,329 1,807,008
6,037,662 6.037,662 6,675,401
2,300,890 2,300.890 2,106,725
9,710 .881 594 .231. 989 555,6~O,387
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CITY OF CLEARWATER, FLORIDA
COMBINED BALANCE SHEET. ALL FUND TYPES AND ACCOUNT GROUPSL ,CONTINUED
SEPTEHBER 30, 1991 WITH COHPARATIVE TOTAL FJGURES,FOK 1990
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Accounts and Contracts Payable
Deferred Compensation
Accrued, Payroll ,
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Accrued Interest Payable
Claims Payable
Due to Other' Funds
Due to Other Funds (Deficit in Pooled Cash)
Due to Other Governmental Entities
Deposits,
Other Hiscellaneous Payables
Payable from Restricted Assets
Advances from Other Funds
General Obligation Bonds Payable
Revenue Bonds Payable
Mortgages, Notes, Loan Pool Agreements
and Acquisition Contracts Payable
Interest Earnings Rebatable to
U~S. Treasury .
Deferred Revenue
Total Liabilities
Governmental Fund Types
Sped a 1 Debt Capital
General Revenue Service Projects
$ 80,794 72,694 853,651
725,250
70,723 25,054,105
22 ,006 . , 751,516
1,400 . 4,.140
729,436 3,459;278
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EQUITY AND OTHER CREDITS
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Fund Balances:
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1,194,028
2,419,405
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75,324
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106,9,74
543,553
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178,301
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2.494,746
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9,739,297
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$11,690,105
6,034,967
6,034,967
10,360,435
1,372,329
1,372,329
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12,386,013
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Propri etary Fiduciary Account Totals J
Fund Types' Fund Type Groups (Hemorandum Only) j';
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1,660,822 ,173,071 193,943 3,034,975 ,2,180,539 ...
8,563,406 8,563,406 .6,890,199 ' .
783,833 411,354 1,920,437, ,1,586,470 '.c,
2,300,890. 2,300,890 2,106,725 . -
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2,477,543 2,477 ,543 ' 3'; 305, 180 ','
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773,522 634,793 "
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15,239. 57,854 78,633 84,231
54,359 . 54,359 62,842 "
7,579,695 7,579,695 11,431,659 ,\
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810,000 810,000 1,495,000
96,034,559 255,028 4,450,387 100,739,974 101,365,320 ,"
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1,111,615 131,263 1,242,878 1,067,523 1':'
633,604 685,621
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8,869,562, 9 , 71 0 , 881 173,101 , 763
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77 ,194,616 4,590,923 81,785,539 67,777,906 ' ,
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38,896,962 10,020,134 48,917,096 50,883,902
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1,194,028 1,461,992 . ;lo<
1,684,356 10,244,447
,75,324 90,324
106,974 128,489 f,.
154,400,729 154,400,729 ' 135,882,866
543,553 864,188
426,071 .:
178,301 345,016
12,234,043 2,964,763 ..'
3,039,661 13,191,369 9 , 834 , 728
56,132 , 943 10,551,305 157,440,390 253,382.679 230,266,833 . "
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, CITY OF CLEARWATER, FLORIDA
COMBJNED STATEMENT OF REVENUES, EXPENDITURES, AND
, CHANGES IN FUND BALANCES . ALL GOVERNMENTAL FUND TYPES
,YEAR ENDED SEPTEMBER 30. 1991 WITH COMPARATIVE TOTAL FIGURES FOR 1990
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Speci a 1
Revenue
Revenues:
Taxes '
Licenses, Permits and Fees
Intergovernmental Revenues
Charges, for Services:
: Administrative Charges to Other Funds
Other Charges
Finesi Forfe1tures and Penalties
Misce laneous Revenues
Total Revenues
. Expenditures: '
Current:
: General Gove'rnment
Public Safety
Physical Environment
Transportation
Economic Environment'
,Human Services
Culture and Recreation
'Capital Outlay
Debt Service:
Principal Retirement .
Interest and fiscal Charges
Total Expenditures
Excess (Deficiency) of Revenues
Over Expenditures .
Other Financing Sources (Uses):
Proceeds of Indebtedness '
Operating Transfers In'
Operating Transfers Out
""
$ 33,500,614
2.041~073
9.723,108
4,372,727
1,036,081
, 1, 400,912
1,411,156,
53,485.671
6,435',154'
26,145.279 :
1,357,687
5,649,448
460,443'
297,894
10,672,682
,
, 72,762
, ,
51 ,091,349
2,394,322
4.020,635 '
(2,455,161)
1,565,474,
, 3,959, 796
5,527.791
(22,855)
S 9.464,732
J,692.013
1,.144,359
, 6,805 , 804
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1,617,055
11,620',899 '
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. 186,557'. .
,151.463
, 53;467
,14,845
'493,594
50,390
291;452
2~5.390,
1,457,158
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10,163,741
387,574
, (12.032.956)
(11,645,382)
Excess '(Deficiency) of Revenues a~d
Financing Sources Over Expenditures
and Other Financing Uses '
Fund Balances, Beginning 'of Year
Contributions from Other'Funds
Contributions to Other Funds
Fund Balances. End of Year
Other
(1.481,641)
6,501;608
2,300,000
, (l ,285, 000)
6;03( 967
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See Accompanying 'notes to Financial Statements.
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(Hemorftndum Only) "
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1991 1990 ','
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35,192,627 32,852,659 ,
, 3,185,432 4,102.096 ,"
16,528.912 14,37~,669 :j~
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4,372.727 ,3,996.050 :J:
1,036,081 ;. , 1,'034, 194 .,
1, 762,580 1,755.154 ' {.
3.220,217 2,749,818 -)
65,298,576 60,866,640 ;,
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6. 621, 711 6,958,741 -,
26,296,742 24,607,123 .\
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,1.411,154 ,1.069,993 .
5.664,293 5.835,071 ";
954,037 783,760
346.284 641,504
10,964,134 10.507,878
8,467.933 5,.617,(50
1; 411,120 1,373,586
688,403 744,656
62.827 ,811' 58;140,062
, ,
2,470,765 2,726,578
338.702 337,648
17 . 491, 509 14.310,313
(14,514,863) (12 ,882 ,174)
3,315,348 1,765,787 '
5.786,113 4.492,365
24,473,200 20,248,750
2,300,000
(3,301,272) (267,915)
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. Service
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8,252,543
1 ,411. 120
615,641'
J 2.026,761,
0,874,958)
1,440.279
1 ',440,279
(434,679)
1,807,008
8,252,543
'(8.212,340)
338.702
111 643 , 021
(26,746)
11,954 , 977
3,742,637
10)636,793
1,372,329
(1,993 , 417)
12,386,013
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CITY OF CLEARWATER. FLORIDA
COMBINED STATEHENT OF REVENUES. EXPENOITURES ANO CHANGES IN
FUND BALANCES - BUDGET AND ACTUAL (NOH-GAAP BUDGETARY BASIS) -
GENERAL 'AND SPECIAL REIJEltUE FUND TYPES
YEAR ENDED SEPTEMBER 30, 1991
Revenues:
Taxes
Licenses, Permits and Fees
Intergovernmental
Charges for Services:
Administrative Charges to Other Funds
Other Charges
Fines1 Forfeitures and Penalties
Hiscellaneous Revenu~s !
Total Revenues
Expenditures:
Current:
City ,Commission
Administration
Legal
City Clerk '
Administrative Services
Personnel
Non-Departmental
Police
Fire
Public Works
Parks and Recreation
Li brary
Planning and Development
Do~mtown Development Board
Community Redevelopment 'Agency ,
Total Expenditures (Budgetary Basis)
Exc~ss of, Revenues Over Expenditures (Budgetary Basis)
Other Financing Sources (Uses):
Operating Transfers In
Operating,Transfers Out
Genera 1 Fund*
Variance
Favorable
. Budget Actual (Unfavorable)
$ 33,048,492 33,500,614 452,122
1,936,680 2,041,073 104,393
9,528,410 9,723,106 194,698
4,345,240 4,372,727 27,487
863,530 1.036,081 172,551
1,346,980 1,400,912 53,932
1,208.593 1 ,411.156 202,563
52.277.925 53,485,671 ' 1,207,746
221,600 210,327 11.273
1,212.785 1.181,139 31,646
728,219 613,632 114,567
493,188 450,633 42,555
1,519.560 1,511.214 ' 8,346
665.130 633,113 32,017
1,763,460 1.851,291 ~87,831)
17.084,027 16,423,560 60,467
8,624.218 8,531,103 93,115
7,023,482 6.929.640 93,842
7.978,194 7,930.728 47,466
2,446,675 2,376,960 69,715
2,582,017 2,533,594 48.423
52,342,555 51,176,934 1,165,621
(64.630) 2.308,737 2,373,367
3,832.740' 4,020,635 187,895
(2,707,234) (2,455,161) 252,073
1.125,506 1,565,474 ' 439,968
1,060,876 3,874,211 2.813.335
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Sources Over Expenditures and Other Financing
Uses (Budgetary Basis)
Excess of Revenues and Other Financing Sources Over'
Expenditures and Other Financing Uses for Non Budgeted
Funds (See Note 1G)
Encumbered Purchase Orders, Beginning of Year
,
,Encumbered Purchase Orders. End of Year
I '
Excess (Deficiency) of Revenues and Other Financing Sources
Over Expenditures and Other Financing Uses (GAAP Basis),
Fund Balances, Beginning of ,Year'
Contributions from Other Funds
Contributions to Other Funds
Fund Balances, End of Year
1,060,876
5,527.791
(87,799) (87,799)
173,384 173,384
'3,959,796 2,898,,920
5,527,791
(22,855) (22,655)
9.464,732 2,876,065
S 6.586,667
'''' See Note 16.
See accompanying notes to Financial Statements.
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Variance - Variance - I'
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)f:., BudQet Actual, (Unfavorable) Budget Actual (Unfavorabl e) 'I',;:
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':1', , 1,667,831 1,692,013 ' 24,182 34,716,323 ' 35,192,627 '476,304 I~ '
.~ \ '. .
..' I. 1,115,000 1,144,359 29,359 3,051,680 .3,185.432 '133.752 ','
5,704,975 5,535,645 (169,330) 15,233,385 15,258,753 25,368 ,
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4.345,240 41372,727 27,487
-.j,'T 863,530 1,036.081 172,551
" 1,346,980 1,400.912 53,932 I'
317 ,450 1,450,415 1 , 132 , 965 1 ,526,043 2,851.571 1,335.528
8,805,256 9,822,432 1 ,017,176 61,083,181 63,308,103 2,224,922
, 221 t 600 210,327 11;273
752 . (752) 1,212,785 1,181,891 30.894
728,219 613,632 114,587
493,188 450,633 42.555
1,519,560 1,511,214 8.346
665,130 633,113 32.017
1.763,460 1.851,291 ~87,831)
17 t 084,027 16,423,560 60,467
8,624.218 8,531,103 93,115
7,023.482 6,929,640 93.842
250,000 250,000 8,228,194 8,180,728 47,466
2,446,675 2,376.960 69 t 715
221,468 182,311 2,582,017 2,533,594 48,423
39,157 221,468 182,311 39,157
161,420 138,207 23,213 161,420 138,207 23,213
632,888 571 ,270 61,618 52,975,443 51,748,204 1.227 ,239
8,172,368 9,251,162, '1,078,194 8,107 , 738 11, 559 , 899 3 ,452.161
366,574 366,574 4,199,314 4,387,209 187,895
(12,977 ,179) (11,132,658) 1,844,521 (15,684,413) (13,587,819) 2,096,594
(12,610,605) (10,766,084) 1,844,521 (11,485,099) (9,200,610) 2,284,489
(4,438,237) , (1.514,922) 2.923,315 (3,377,361) 2,359,289 5,736,650
58,818 58,818 58,818 58,818
(25,537) (25,537) (113,336) (113.336)
173,384 173,384
(4;438,237) (1,481,641) 2,956,596 (3,377,361) 2,478,155 5,855,516
6,501, 608 6,501,608 12,029,399 12,029,399
2,300,000 2.300,000 2,300,000 2,300,000
, (l,88S,000) (1,285,000) 600,000 (1,885,000) (1,307,855) 577 , 145
2,478,371 ~034,967 3,556,596 9,067,038 15,499,699 6,432,661
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CITY OF CLEARWATER, FLQB!QB
RE~~~~~~E~A~~~~~g7~~NgF92EX~~~~S: ~~rE~~~~RI~~2R~H~~~~ST~~ES
AND SIHlLAR TRUST FUNDS
YEAR ENDED SEPTEMBER 30, 1991 WITH COMPARATIVE TOTAL FIGURES FOR 1990
Proprietary Fund Types
Enterprise
Interna 1
Service
: \
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Operating Revenues
Sales to Customers
Service Charges to Customers
User Charges to Customers
9il1ings to Departments
Rentals'
Contributions from Employees
Contributions from Employer
Earnings on Investments '
. Interest on. Loans
State Tax on Insurance Premiums
Intergovernmental Revenues
Miscellaneous Revenues,
$48,423,683
933,353
3,629,931
682,668
18,209,210
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53.669.635
18.209.210
Operating Expenses:
Personal Services
Purchases for Resale
Operating Materials and Supplies
BeneH t Payments
Refunds
Transportation
Utility Service
Solid Waste Dumping Charges
Depreciation
Interfund Administrative Charges
Other Current Charges
11.500,857
9,977 , 985
1,538,521
5,087,454
1 , 900 , 191
426,993
2.430,649,
1.544,122
3,850,166
4,517,972
6.044,792
4.499,897
45.904,961
7.764.674
112,447 .
271 , 556
2,616,073
129,030
6.640,845
17.184,589
1,024,621
Operating Income
Nonoperating Revenues (Expenses):
Earnings on Investments .
Interest Expense and Fiscal Charges ,
Amortization of Bond Discount ana Issue Costs
Gain on Exchange of Assets
Loss on Sale of Assets
Losses from Writedowns and .Replacements of Fixed Assets .
Loss from Demolition of Sewer Facilities Due to E.P.A. Regulations
Recycling Program Incentive Grant '
Insurance Recovery
Florida Department of Transportation Grant
Other ' - ,
895,513
(560,079)
(16,383)
217,824
(10,994)
2.885.199
(4.567,987)
(97,124)
241,672
(130,795)
(3,000,462)
216,562
596.281
18.724
349.228
(3,488,702)
4,275,972
Ill. 602
(3,627,766)
(3,516,164)
759.808
97.232
623,113 ,(
. I
11,647,734 ,
195,311
(20,000)
175 ,311 'i '
1,823,045 .. '
Income Before Operating Transfers
Operating Transfers In '
Operating Transfers 'Out
Net Income Before Extraordinary Item
Extraordinary Item ~ Loss on Early Extinguishment
of Debt (See Note 17) .
lIet Income
Retained Earnings/Fund Balances, Beginning .of Year
Contributions to Other Funds
Retained Earnt~gs/Fund Da~ances, End of Year
(851 ,0,36)
1 (91,228)
58,5!7,552
(2.353,381)
$56,132,943
1,823,045
8,728,260
10.551. 305
,
See accompanying notes to Financial Statements.
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<~"':. Trust . Trust
.....,>'
</:t, . 48,423,683 45,777,004
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N~~~,~j< 933,353 . 862,630
, 3,629,931 3,587,229
.\~. ~. 18,209,210 15,684,608
.~.~/-l. I ..
< I'~>' < 682,668 660,726
.(t'- . 2,939,160 2,939,160 2,804,999
'r
f: (' 4,565,900 4,565,900 4,216,459 '
,16,040,202 3,585 16,043,787 12,845~1l8
32,126 ' 32,126 28i704
865,655 ' 865,655 ,841,819
60,101
17,629 87,800 105,429 31,700
24.428.546 123 , 511 -96,430,902 87,401,147
, . 16,588,311 '15,074,327
11,878,176 '11, 118, 676
I 1,965,514 1,583,450 '.
5,081,107 5,081,107 4,626,349
247,839 247,839 485,877
2,543,096 2,199,736
1,815,678, 1,486,794"
3,850,166 3,841,567
7 , 134, 045 6,134',606
6,173,822 3,749,163
581,737 53,012 ' 11,775,491 '11,834,081
5,910,683 53,012 69,053.245 62,134,626
18,517,863 70,499 27 , 377 , 657 25,266,521
3,780,712 3,061,767
(5.128,066~ . (2, 789. 728~
(113,507 ' (64,262 .
241,672 (881~
217,824
(141, 789~ " ,(370,688
(3.000,462
216,562 273,272
596,281
18,724 339,494
446,460
(2,865,589) 448,974
18,517,863 . 70,499 24,512,068 25,715,495
,
364,207 ' 671,120 804;094
(3,647,766) (2,232,233)
364,207 jg~976,646) (1,428,139)
18,517,863 434,706 21,535,422 24,287.356
(851,036)
18,517,863 434,706 20,684,386 24,287,356
135,882,866 2,604,955 205,793,633 181,591,756
(2.353,381) (85,479)
154,400,729 3,039,661 224,124,638 205.793.633
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CITY OF CLEARWATER, FLORIDA
, COHBINED STATEHENT OF CASH FLOWS -
,ALL PROPRIETARY FUND TYPES AND SIMILAR TRUST FUNDS
YEAR END EO SEPTEMBER 30, 1991 WITH COMPARATIVE TOTAL FIGURES FOR 1990
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Cash Flows 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,Advences
Cost of Property Acquired at Foreclosure Sale
Cash Payments to Suppliers
Cash Payments to Employees
Cash Payments to Other Funds
Other Rev~nues
Net Cash Provided (Used) by Operating Activities
Cash Flows from Noncapital Financing Activities:
Operating Transfers In '
Operating'Transfers Out
, Contributions to Other Funds
Grant Revenue
Insurance Proceeds
Interest Paid
Loans' from Other Funds, Net
, .
Net Cash Provided (Used) by Noncapital Financing Activities
Cash Flows from Capital and Related Financing Activities:
, Principal Payments on Debt
Interest PaiCl
Acquisition of Fixed Assets
Proceeds from Sale of Assets
Proceeds from Issuance of Debt
Cash Deposited with Escrow Agent for Bond Defeasance
Payments of Bond Issue Costs
Payment on Advances from Other Funds
Insurance Proceeds Received
cagital Contributed by:
ther Funds
Other Governmental Entities
Property Owners
Developers
Net Cash Used for Capital and
Related Financing Act1vities
Cash Flows from Investing Activities:
Purchase of Investment Securities
Interest on Investments
Loans to Other Funds, Net.
Cash Received on Heceivables'
Proceeds from Sales and Maturities of Investments
Interest Rebatable to U.S. Treasury
Net Cash Provided (Used) in Investing Activities'
, '
Net Increase (Decrease) in Cash and Cash Equivalents'
Cash and Cash Equivalents ,at Beginning of Year
Cash and Cash Equiv~lents at End of Year
$52,663,119
146,100
(l9,542,371~
(11,447,008 '
{9,989,871
201,771
12,031. 740
102,060
(3,618,223)
(2,362,620)
'329,433
196,281
(3,410)
48,904
(5,307,575)
(2,786', 328J '
(6,162,867
{19,796,131
41,437
7,479,975
(7~242,785~
~217.212
U5,000
400,000
3,328,260
1,794,054 .
129,343
467 ,485
(22,579,769)
0,023,100)
5,123,017
(9,055,684)
1,437
16,500,067
,170,415
,
11 , 716 , 172
(4,139,432)
34,154,121
$30,014,689
,See accompanying notes to Financial Statements.
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(9,743,520~
(4,956,056
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97,232
2 , 673 I 179
195,311
(20,000)
(25,095)
(316,336)
066,120)
(1, 733,049~
(542,207
(733,981
243,668
345,963
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(2,328,181)
(2,240..728)
8,113,019
5,872,291
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18,355,310 15,814.502' .
'97! 705 J 132.411
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. 1373.266) ,(485,302)
, (42,930
{29,305,576 I ~26'082,837l
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10;923,558 (8.502.499
299,003 215 ~,O04
14;402,204 17,223,937
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, . , '329.433 80; 705 '
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(5,109,488) (1; 087~ 676)
r,519;377} 12; 604; 70S} ':
6 705;074 6,789.739
( 0: 530,112 ( 9;427,252 "
285,105
7,825.938
P't242,785j' ,
217,212 (15,000)
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, 3,328,260 308,223 .
1,794,054 . 4;263,686
. 129,343 107,097 .
467.485 1,367"01~'
(24;999,375) (42i790,671)'
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6,018.586 ' 6,961,527
(12,336,461) , (3;518,868j " " '
52',845 ' (7;486 '
16,500,766 23,735,000 :
175.355 495.246' " ,;
9,387,991 26,715.162 "
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42,252,712 42,191,940
35,934,044 42,252;712
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Fiduciary'
Fund Type
Hon":
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. Trust.
1990
Tota 15
(Hemorandum OnlY)
1991 '.
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97,705
35,461
(37),Z66}
. (42,930
(19,685
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(302,715)
364,207
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CITY OF CLEARWATER, FLORIOA
'COHBINED STATEMENT OF CASH FLOWS .
ALL PROPRIETARY FUND TYPES AND SIHILAR TRUST'FUNDS COIlTINUED
YEAR ENDED SEPTEHBER 30. 1991 WITH COHPARATIVE TOTAL FiGURES FOR 1990
. Propri etarv
Enterprise
Fund TYJ:!cs
1nterna 1
Service
Reconciliation of Operating Income to Net
Cash Provided (Used) by Operating Activities:
Operating Income
Adjustments to Reconcile Operatin~ Income to Net
Cash Provided (Used) by Operating Activities:
Other Revenue from Nonoperating Section of Income Statement
Depreciation '
Provision for Uncollectible Accounts
Amortization
Miscellaneous Expense
Change in Assets and Liabilities:
'Decrease (Increase) in Accounts Receivable
, Increase in Mortgage Loans Receivable
Increase in Rehabilitation Advances Receivable
Decrease in Due from Others
Decrease !InCreaSe} in Amount Due From Other Governmental
Decrease Increase in Inventory
Decrease Increase in Prep-aid Expenses
Increase 1n Property Held for'Resale
, Increase {Decrease) in Accounts and Contracts Payable
Decrease 10 Rehabilitation Advances Payable
Increase (Decrease) in Deposits .'
Increase (Decrease) in Accrued Payroll
lotal Adjustments
Net Cash Provided (Used) by Operating ,Activities,
S 7.764,674,
1,024,621
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347,671 97,232
4.517,972 2,616.073
107.853
148,391
, (4,785)
(701,479)
Entities ' 72.862
11,610 (17,336~
(6,347) (5,459
120,103 0,173.350)
. F
(400.854) 131, 398
53,849
4,267,066 h648,558
$12,031,740 2,673,179
Stormwater Uti1 ity, J .
Noncash Capital Financing Activities: During the current fiscal year. the Stormwater Utility Fund
was established. The fixed assets that comprise the stormwater management system acquired prior,
to the establishment of the fund as well as certain assets purchase~ by other funds 10 the current
,year, were transferred to the Stonmwater Utility Fund during the current fiscal year and represent
contributions from other City funds. These assets were transferred at cost less estimated '
depreciation to the date of establishment of the fund. 'Total capital contributed from,other funds
is $11,729,689 which consists of $2.878,260 in cash as, reflected in this statemen~nd $8,851.429
in net fixed assets. , ,
Garage Fund, ,
Honcash Capital Financing Activities: During the current fiscal year, the City purchased vehicles
at a cost of $957,893 unaer various lease purchase agreements.
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Fi duci ary
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1991
1990
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7,134,045
107,853
149.059 .
(4',785)
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324,677
, ,(1,000
15,124
72,882
(5.726
, pl,806
45;000
(1,053j247
, " ~18,329
( 00.854
,185,247
5;542;410',
14,402,204 .'
10.136,001
70,499
(324,677)
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15.124
" 339,494: ",'.
, 6.134i606';"
, 47',084, . ";
214 j 814'."-:
1',899
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(332:'~75) ,
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(118,102
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(51,147)
306,887 '
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CITY OF CLEARWATER, FLORIDA
ENTERPRISE FUNDS
COHBINING BALANCE SHEET' ,
SEPTEMBER 30, 1991 WITH COMPARATIVE TOTAL FIGURES FOR ,1990
ASSETS
Current Assets:
Cash on Hand and in Banks 'I,
Equity in Pooled Cash and Investments
Cash with Escrow Agent
, Accounts and Contracts Receivable:
Bill ed
Unbilled C~arges 'Estimated,
Less: Allowance for Uncollectible
Accounts
Total Receivables, Net
Interest:Receivable
Due from Other Funds
Due from Other Governmental Entities
Inventories, at Cost
Prepaid Expenses and Other Assets
Total Current Assets
Restricted Assets: '
, Equity in Pooled Cash and Investments
Due from Other Funds :
Due from Other Governmental Entities
. Investments, At Cost or Amorti zed Cos t
{Market Value, $5,222~178 for. Water and
Sewer, $70,976 for SOlid Waste,
, $580~389 for Toll Causeway and Bridge.
$41,~76 for Yacht Basin and Harina,
and $297,294 for Parking System)
Interest Receivable
Total Restricted Assets
Advances to Other Fund '
Deferred Charges '
Property, Plant and Equipment, Net:
of Accumulated Depreciation
fI' See Note 19.
See accompanying notes to Fi nanci a 1 Statements.
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Sewer
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Solid Waste
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Stormwater
Ut11 ity
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$ 325 200 200
3.068,808 422,034
1,485,463 554,390 572,240, 171,107
1.149,300 459.100 496,500 267.408
2,634,763 1,013 ,490 1,068,740 438,515
45,323 21,120 18.013 5.386
2.589,440 992,370 ' 1.050,727 433. 129
10,410.961 1.526,009 1.235.985 796,873
43,543 95,006
266,454 526.213
5,753 8.493
16.385.284 3,053.285 2,803,952 1. 230 . 002
24,625,961 1,671,766 16,750 1.579.581
5,406,116
53.412
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5,144,718 67.808
145,008 746
35,375,215 1/671 ,766 85.304 1.579,581
1.680,881 236,928
139.552,202 lL925.604 2,553.932 9.270.132
$192,993.582, 16.887,583 5.443.188 12/079.715 '
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1" < Toll Yacht Totals
,~:1-" ~. Causeway Basin Parking Pier
"< ~. and " and System 60 Ai rpark 1991 1990
-if' Bridoe Harina (Reel ass Hied*)
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.!ra.' 15,500 900 1,550 400 19,075
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,'~~. 249,443 351,103 12~802 4,104,190 3,320,046
, 29,585 29,585
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'.' ", . 2,425 93,334 2,878,959 2.503,008
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:;,'. 2,372,308 2,089.900
~.. . 2,425 93,334 5,251,267 4~592;908
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4,186 ' 4;186
1,562,517 167.506 419.668 31.216 16, 150~ 735 ' 10,430~525
24,716 163~265 330,294
10,000 18~96S 6,631 828~263 836,587
14,246 7.899
1~617,602 439,239 901,188 44,418 26,474~970 19,473;818
822.367 803,819 27,923,913 33;695,663
150,000 . 7~152,447 3,633.228,
226,235 279,647 , 833.346
562.917 40,362 288,215 6,104,020 21,533,529
17,448 440 8,933 172,575 553.945
1. 402 , 732 40,802 1,100,967 150,000 226,235 41,632,602 60,249 , 711
197~145 197,145 217.783
66,988 1,984.797 . 2,002,787 .
.4;332,903 1,095,202 3,513,414 376,690 477,228 173,097,307 154.411,792
7,420,225 1,575,243 5,712,714 571,108 '703,463 243.386,821 236;355,891 '
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ENTERPRISE FUNDS
COHBINING BALANCE SIlEET, CONTINUED
SEPTEMBER 30, 1991 WITHCOHPARATIVE TOTAL FIGURES FOR 1990
Wllter
and
Sewer
Util ity
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LIABILITIES AND FUND EQUITY
Current Liabilities (payable from
Current Assets): ,
Accounts and Contracts Payable S
Accrued payro 11
Accrued Interest Payable
Due to Other Funds '
Due to Other Funds (Deficit in Pooled Cash)
Deposits
Current Portion of long-Term Liabilities:
Revenue Bonds '
Notes, Loan Pool Agreement and
Acquisition Contracts
Total Current liabilities (Payable
from Current Assets)
Current liabilities (Payable from
Restricted Assets):
Accounts Payable .
Construction Contracts Payable'
Accrued Interest Payable
Due to Other Funds
Current Portion of long-Term Liabilities, '
Revenue Bonds
Customer Deposits
Total Current liabilities (Payable
from Restricted Assets)
Total Current Liabilities
long-Term'Liabilities, Excluding Current
Portion:
Revenue Bonds
Notes. loan Pool Agreement and
Acquisition Contracts
Interest Earnings Rebatable to
U. S. Treasury
Advances from Other Funds
Total long-Term Liabilities
Total Liabilities
Contributed Capital:
Other Funds
Federal and State Grants
Deve lopers
Property Owners
Other Governmental Entities
Total Contributed Capital
Retained Earnings:
Reserved for: '
Revenue Bond Requirements:
Debt Service
Sinking Fund - Term Maturities
Renewals and Replacements
Unreserved
Total Retained Earnings (Deficit)
Total Fund ,Equity
III See Note 19.
See accompanying notes to Financial Statements.
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372.256
281,084
171,933
6,745
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415,948
133,567
9,366
1,338,380
1,561
400,833
3,406
1.682,961
73,396
539,158
10,927
1.867 ,a95
l'
, ,;}
,>
'!
516,384
1,643,473
40,668
"
2,004,167
'2.154.368
6,318,392
8,001.353
3,594
3,594
542,752
610,068
650,736
2,538,631
10,927
83,915.414
7,644
1,083,295
85,006.353
93,007,706
7,481,094
372.381
28,320
400.701
943,453
7 ,481,094
10,019,725
10,927
379.887
17,661.858
31.856.027
4,122,814
7,581 ,062
61,601,648
11 , 729, 689
610,93,0
116,861
90,194
23,350
207,055
11 , 729 ,689
634,280
j
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7,256.300
2.851,918
3.898,181
14,006,399
24,377.829
38,384.228
99,985,876
$192 , 993. 582
:'1
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. " .
721 , 030
300,000
1 ,021, 030
5,212,548
6,233,578
6,867,858
16,887,583
68,'554
68,554
4.224.126
4,292,680
4,499,735
5,443,188
339.099
339,099
12,068,788
12,079.715
'..
Page 2 of 2
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" ,
',' ','
., " Toll Yacht Totals
"
, .. Causeway Basin Parking Pier ' ,
,
':'.. and and System 60 Airpark 1991 1990 :
, BrtdQe Harina (Reclassified.)
, ,
~ : ;
" 12,256 29,577 8,757 734 1,660,822 1,255,222 j,
,.
,
.(> 37,364 27,948 27,290 4,109 783,833 729,983
), 4,023 10,768 12,084 i
';. I 15,000 9;542 24,542 15,000 I
, , 639,379 53,169 2,032,489 2,881,638
lQ,166 5,073 15,239 14,457
27,703 34,286 462,822 519,200
.. ' , ,
44.463 121,265 128,628
704,446 113 , 856 105,768 12,866 53,903 5 , Ill, 780 5,556,212
19; 134
516,384 4;222,152
68;695 58;364 1,811,200 1,882,207
202,469 202,469
136,515 138,930 2,261,612 2,138,500
2,768,030 3,169,666
207,210 197,294 202,469 7,579,695 11,431,659
911.656 113.856 303,062 12,866 256,372 12,691,475 16,987,871
2,209,904 1.965.325 95",571,737 95,844,715
229,086 609; 111 727,246
1.111,615 941.200
75,324 75,324 '90,324
2,209,904 304,410 1,965,325 97,367,787 97 ,603',485
3.121,560 418,266 2 ,268,387 12,866 256,372 110 , 059 ,262 114 ,591,356
632.281 1,777 753,581 655,126 288,000 15.168;132 2.997.662
7,120 226,235 17,985,407 17,781.255
31,856.027 31,386,542
225.822 232,002 4,603.986 ,4,474,645'
7 ,581,062 6,544,859
'858 , 103 233,779 753,581 662,246 514,235 77,194.616 63,186,983
,
431,076 40.802 480.424 8,998,186 9.135,282
562,917 288,215 3.703,050 3,020.302
201,529 135,035, 4,534.745 3,734,421
1,195,522 40.802 903,674 17,235,981 15',890,005
2,245,040 882,396 -L 787 ,072 (l04 , 004) (67.144) 38,896,962 42,687,547
3,440.562 923 ,198 2,690,746 004,004) (67.144) 56,132,943 58,577,552
4.298,665 1,156,977 3,444,327 558,242 447,091 133,327,559 121,764,535
7,420.225 1. 575 , 243 5,712,714 571,108 703,463 243,386,821 236,355.891
, I
, :
CITY OF CLEARWATER, FLORIDA
ENTERPRISE FUNDS
COHBJNING STATEHENT OF REVENUESi,EXPENSES1 AND CHANGES IN RETAINED EARNINGS
YE^R EHDED SEPTEHBER 3D, 199 WITH COHpARATIVE TOTAL FIGURES FOR 1990
Water
and
Sewer
Utility
S 24,671,253
389,402
Operating Revenues:
Sales to Customers
Service Charges to Customers
User Charges to Customers
Rentals
, Total Operating Revenues
Operating 'Expenses:
Personal Services
Purchases for Resale
Operating Hateria1s and Supplies
Transportation
Utility Service
Sol id Waste Dumping Charges:;>
Depreciation
Interfund Administrative Charges.
Other Current Charges:
Professional Fees
Advertis i n9
Communicatlons
Insurance
Repairs and Haintenance
Rentals
Hisce11aneous
AIfIClrtization
Data Processing Charges
Taxes
Provision for Estimated Uncollectible
Accounts
Total Other Current Charges
Total Operating Expenses
Operating Income (Loss)
Nonoperating Revenues (Expenses):
Earnings on Investments
Interest Expense and Fiscal Charges
Amortization of Bond Discount ano
Issue Costs
Gain on .Exchange of Assets
Losses from Wrltedowns and Replacements
of 'Fixed Assets
Loss from Demolition of Sewer Facilities
Due to State D.E.R. Requirements
Recycling Program Incentive Grant
Insurance Recovery
Department of Environmental Regulation Grant
Other
"
,
~
Income (Loss) Before Operating
Transfers
Operating Transfers In
Operating Transfers Out
Net Jncome (Loss) Before
Extraordinary Item
Extraordinary Item. Loss on Early
Extinguishment of Debt
Net Income (Loss)
Retained Earnings6 Beginning of Year
Contributions to ther Funds
Retained Earnings, End of Year
25,060,655
4.719,382
5.235,331
1,151,193
336,185
1,352,296
2,439.671
2.878.932
459,319
101,611
236,200
828,207
113,424
34,953
43,309
1.817 .023
19,930,013
5,130,642
2,106,869
(3,561,585)
(57,206)
241,672
(38,757)
(3,000,462)
70,478
(4,238,991)
891,651
(1,078,119)
(l J 078,119)
(186,468)
(186,468)
38,620,539
(49,843)
S 38,384,228
See accompanying notes to Financial Statements.
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Gas
Uti lfty
9,295,460
351,038
9,646,498
1.747,886
3,980,098
162,288
205,131
36,048
472,439
760,621
100,608
82,902
61,935
241,750
163,598
17,837
16,809
360,458
39,734
1,085.631
8,450,142
1,196,356
207,657
(546,764)
(14,919)
,(1,128)
11,803
(343,351)
853,005
(824 ,100)
(824,100)
28,905
(851,036)
(822,131)
7,055,709
6,233,578 '
Solid Waste
, Util ity
11 ,063,739
66,707
11,130,446
3,401,541
103,057
1,815,625
34,962
3,850,166
284,662
977,616
87,508
58,313
90,740
132,441
51,274
25,362
19,424
465,062
10,932,691
197,755
86,278
(31,810)
(1,957)
(1,697)
216,562
196,281
58 , 718
522,375
720,130
(589,310)
(589,310)
130,820
130,820
4,161,860
4,292,680
~ . . ".i'.
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Stormwater
Utili ty
2,424,162
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2,424,162
:l
231.011
23,860
47.944
611
475,382
137.848
91,854
2.1~3
,14,646
9,886
130
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5,386
124,025
1,040,681
1,383,481
(104 )
1,357
1,253
1,384,734
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(1,045,635)
(1,045,635)
339,099
<I~
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339,099
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~:' Toll ' Yacht Totals
I,:
[ Causeway Bas in P&rking Pier
and and Sys tern 60 Airpark 1991 1990
n Bridge Hartna
--
, 830,008 139,061 48,423,683 45,777 ,004
126,206 933,353 862,680
1,645,260 41,607 1,794t506 148,558 3,629,931 3,587,229
. , 628,837 5,239 48.592 682,668 660.726
1,645,260 1,500,452 1,925,951 287,619 48,592 53,669.635 50,887,639
j.. .
353,894 443,543 483,'585 120t015 11,500,857 11,313,675
665,893 96,663 9,977,985 9,431,038
13,174 . 17,110 61,407 3,470 2,962 1,538,521 1,220,973
. 567 5,813 19,285 99 2,430,649 2,113,683
7,197 84,510 19,439 7t979 It080 1,544,122 1,244,981
3,850,166 3,841,567
544,012 92,554 137.693 43,843 27,716 4,517,972 3,896,960
115,593 148,465 971,730 42t350 11,637 6,044,792 3,614.953
178,474 6,054 164,800 2,560 10,066 1,101.243 873,225
1,294 2,424 450 87,070 45,287
2,322 7,192 14,957 865 249.318 368.076
100,740 45.770 9,090 7,980 6,000 738,270 882,720
21,970 45,001 11 ,031 4,522 23,915 1,245,331 ,1,243.009
35,748 1,037 104,451 2,470 143,706 139,449
4,604 11,549 9,184 6,450 656 224,864 214,941
148,391 148,391 201,564
1,750 9,290 3,690 580 92,564 446.293
200 50 554 25 361,287 240,743
107,853 47,084
493,999 127,387 ' 317,253 25,935 43,582 4,499,897 4,702,391
1,528,436 1,585,275 2,010,392 340,255 87,076 45,904,961 41. 380,221
116,824 (84,823) (84,441) (52,636) (38,484) 7,764,674 9,507,418
116.787 27,093 330,608 9,907 2,885,199 2,236,112
(208.785) (24,463) (191,170) (3,306) (4,567,987) (2,235,812)
(12,597) (1,172) (9,273) ~97,124) (45,970)
41,672
( 89 . 213 ) (130,795) (370,688)
(3,000,462) 273,272
216,562
400,000 596,281
18,724 18,724 311,075
28 181,591 15,477 9,418 358 349,228
295 ,433 112,560 145,642 19,325 (2,948) (3,488.702) 167,989
412,257 27,737 61.201 (33,311 ) (41,432) 4,275,972 9,675,407
90.602 21,000 Ill, 602 114.443
(90,602) (3,627.766) (2,046,505)
90,602 (69,602) (3,516,164) (1,932,062)
502,859 27,737 (8,401) (33,311) (41.432) 759.808 7,743,345
-- (851,036)
502t859 27,737 (8,401) (33.311) (41,432) (91,228) 7,743,345
2,937,703 895,461 5,002,685 (70,693) (25,712) 58,577,552 50,884,339
(2,303,538) (2,353,381) (50,132)
3,440,562 923,198 2 ,690,746 (104 , 004) (67,144) 56 , 132 ,943 58,577,552
I'. .
C I
See accompanying notes to Financial Statements.
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,'I . Toll Yacht Totals
" Causeway Bastn Parking Pier
and and System 60 Airpark 1991 1990
, J Bridge Harina
1;650,241 1,501,179 1,8121554 287,619 48,592 52,663,119 51,149,708
146,100 (41,177) 146,100 124,490
. ~:- . {256,236~ {821'737} f354,478~ p24,414~ p9'542'371} pB,121, 619}
347,679 441,111 472j064 121,736 11,447,008 11 ,290,061
'.' 223,903 226.150 (1,027,046 (55,584 (17,732) (9,989,871 (7.912,202
28 . 35,491 15.477 9,418 358 . 201,771 186,585
822,451 193,772 (25.557) (4,697) (9 , 95'9) 12,031,740 14,136,901
81,060 21, 000 ' 102,060 114.443
(81,059J p,618,223J (2,046,505i
(2,303,538 2,362,620 158,820
18,724 329,433 80,705
196,281 (34.373)
, (31306) P,410)
202 ,469 . 8,904
81.060 18,724 (2,363,597) 199.163 (5,307,575) (1,844,550)
p56, 082} p9.150} p6I'618} ~2,786.328} p,139.270}
241,947 24,948 194,773 6,162.867 6,242,673
(27,550 (6.524 (65,546 (25,378) (423,1l~) (19.796.131 (37.884,181
41,437 41.437
7.479.975
(7t242'785} "
(15,000) 217,212 (15,000)
400,000 a15,OOO
00,000
150,000 3.328,260 308.223
1,794,054 4,263,666
129,343 107,097
467,485 1,367,019
(25,579) (85,622) (380.500) 124,622 (423,115) (22,579.769) (39,235,099)
117.049 27.149 326,555 (1, 023, 100) (949,475)
9,907 5 123 017. 6,'135.874
(852,819) (44,576) (l30.898) (l28, 279) 215,130 (9;055;684) (4,160,368)
1,437 1,437 1.725
16,500,087 23.7351000
170,415 484,021
(735.770) (15.990) 195,657 (118,372'- 215,130 11,716,172 25,246,757
142.162 110,884 (2,573,997) 1,553 ,(18,781) (4,139,432) (1,695,991)
56,326 139,459 3,730,469 11.649 (34,388) 34,154,121 35,850,112
198,488 250,3113 1.156,472 13 , 202 (53,169) 30,014,689 34 , 154, 121
'.,
"
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I
.' ,~
CITY OF CLEARWATER, FLORIOA
ENTERPRISE FUNDS
COHBINING STATEMENT OF CASH FLOWS/CONTINUED
YEAR ENDED SEPTEMBER 30, 1991 WITH COMPARATIVE TOTAL FIGURES FOR 1990 J'
t
: ~t
Water Stormwater "" ....z'
and Gas Solid Waste ; , . "!.~
Sewer Util ity Utility Utility . . d'l:
Uti lity I~ I ::~F~
Reconciliation of operating Income to Net . I ~~
,
Cash Provided (Used) by perating Activities:
f I' ~
Operating Income (Loss) $ 5,130,642 1,196,356 197,755 '1,383,481 ,; ~
Ad~ustments to Reconcile Operating Income .. ,
, ..
:
, Loss) to Net Cash Provided (Used)
6y Operating Activities: '
Other Revenue from Nonoperating
Section of Income Statement 70,478 11 , 803 58,718
Depreciation . 2,439,671 472,439 284,662 475,382
Provision for Uncollectible Accounts 43,309 39,734 19,424 5,386
Amortization
Miscellaneous. Expense (4,785)
Change in Assets and Liabilities:
Decrease (Increase) in Accounts (437.158)
Receivable . (115,548) (122,639) 62,219
Decrease (Increase) in Amount Due from
Other Governmental Entities ' 97,598
Decrease {InCreaSe} in,Inventort (616) (7 J~H
Decrease Increase in Prepaid xpenses 589 931
Increase Decrease in Accounts and
Contracts' Payable in Deposits 88,466 11,196 14,425
Increase fDeCreasej (300,639) (104,591) 3,594
Increase Decrease in Accrued Payroll 3,879 19,728 2,429 9,366
Total Adjustments 2,322,402 325,716 446,402 52,976
Net Cash Provided (Used) by
Operating Activities $ 7,453,044 1,522,072 644 ,157 1,436,457
~ater and Sewer Utility
Exchange of Noncasti Properties: During the fiscal year, the City entered into an agreement
providlng for the exchange of certain land located in Hi l1sborough County and ownecf by' the
Water ana Sewer Utility Fund for a parcel of land located on Island Estates in Clearwater.
The ,land owned by the City had a cost of $183,543 while the land being acquired by the City
had an appraised value of $430,000. The only cash flow associated with this transaction
involved certain miscellaneous expenses of $4,785 incurred and paid by the City during the
current fiscal year. '
Stormwater Utility
Noncash Capital Financing Activities: During the current fiscal year, the Stormwater Utility
Fund was established. The fixed assets that comprise the stormwater management system
acquired prior to the establishment of the fund ,as well as certain assets p'urctiased by other
funds in the current year, were transferred to the Stormwater Utility Fund ouring the current
fiscal year and represent contributions from other City funds. These assets were transferred
at cost less estimated depreciation to the date of establishment of the fund. Total capital
contributed from other funds is '$11,729,689 which consists of $2,878,260 in cash as reflected
in this statement and $8,851,429 in net fixed assets.
See accompanying notes to Financial Statements.
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Page 2 of 2 '
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. Toll
Causeway ,
, and
Brid~e
Yacht
Basin
and
Harina
Parking
System '
Pier
60
Airpark.
Totals
1991 1990
FE:' 116;824 (84,823) . (84,441) (52,636) (38,484) 7,764,674 9,507,418
, ,h
l ~'.'
I". ,~~>: \
),,'{. '
';'~'L. , " 28 :'181,591 15,477 9,418 358 347,871 , ,'311,075
~'rr
tt~ 544,012 92,554 137,693 43,843 27,716 4,517,972 3,896,960.
'~;t(.. 107,853 47 084
148,391 148,391 201: 564
., '\ .
:"./ ,- (4,785) 1,899
~ . ~'. .
~~1~~'> .
" ,
'" 4,981 (93,334) (701,479) (9,97~)
:;~+';
~.:~. , (24,716) 72,882 ~25,256l
'. " 2,000 6,570 3,743 11,610 . 87,028
j..~. ~<': (6,347) 1,820
~:~..::.{ .
t~';' .' , (5,279) 6,445 (3,601) 451 120,103 . (39,166)
727 55 (400,854) 306,887
'::j 6,215 2.432 11 ,521 (1,721) 53,849 '23,614
~ \ i. .
:.~.. . 28 . 525
705,627 . 278,595 '58.884 41.939 4,267.066 ' 4.629,483
822,451 193.772 (25,557) (4,697) (9,959) 12,031,740 14,136,901
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SUPPlEHENTAL SCHEDULE
Page I of 4 CITY OF CLEARWATER. FLORIDA
,
CUMULATIVE SCHEDULE OF AUTHORIZATIONS AND EXPENDITURES j
FOR PROJECTS FUNDED BY ENTERPRISE FUND RESOURCES. CONTINUED , "
YEAR ENDED SEPTEHBER 30. 1991 (
Expenditures Project
Project Authorizat ions
PROJECT Authori Prior Years Current ' Cumulative Net of
NUMBER DESCRIPTION zations (Cumulative) Year Total ElCpenditures
Water & Sewer
Generlll Revenue
2808 Public Svc. Complex $ 500.000 500,000 500,000
2819 Office Hod. 18.000 18.000
4774 Aerh 1 Photo 17.500 12,802 12.802 4.698
6210 Pump Station Honitoring 250,000 131,028 131,028 118,972
6254 Northeast A.W.T. Plllnt 5,651 5,651 5.651
6294 comfuter Reporting Systm 71,967 69,059 69,059 2,908
6335 Par ing Lot Im~rov. 4,612 4,612 (4,612)
6503 Utility Oldy. enovation 30,000 20,826 5.729 26.555 3,445
6509 Heating Sys. Renovation 5,000 9,266 9,266 ~4,266}
6510 Utility Aux. Building 24,039 25,390 19 25.409 1,370
6511 CPU Cashiering 19,408 19,408 4,392 23,800 4,392
6512 Tele~hone UPRrade 20,167 13,680 13. 680 6,487
6617 wpe & R - 7 656 (656)
6624 Sllnitar1' Sewer Inter, 1,944,599 1,389.233 9,654 1,398,887 545,712
6625 Line Re ocation 636.532 172,295 219,326 391,621 ' 244',911
6627 East AWT Phnt " 160,000 61,693 61,693 98.307
6629 Lift Station R & R 529,617 196,652 169,022 365,674 163,943
6630 SlInitary Sewer Int. 12,002 12.002 12,002
6631 "'PC R & R 172.016 172,016 172,016
6632 SlInitary Sewer R & R 1,417,300 614,S71 614,571 802. 729
6633 SlInitary Sewer Rehllb. 2,500,000 102,979 1,133,442 1.236,421 1,263,579
6634 SlInitllry Utility Rel. 325,000 325,000
6636 Water Cons. Reuse pro~. 202,000 45,S08 (43,508) 2,000 200,000
6637 HlIrshal1 St Sewer Rep 1.200,000 200.277 200.277 999,723
6638 SlUdge Treatment Facilty 2.380,000 2,380,000
6640 Reha Pump Station 142 . 333,200 242,989 242,989 90,211
6641 Northeast Engn Generater 830,000 40,552 40,552 789.448
6642 Auto Continous Analyser 49,716 49.716
6646 East Plant Outfall 680,000 3,753 3,753 676.247
6703 System R & R 68,322 43,322 43,322 25.000
6704 Line Relocation 88 1.495,551 700,649 290,902 991,551 504.000
6706 System ExplInsion 139,864 69,864 69,864 70,000
6710 Reservoir II Wells 308.114 56,526 95,744 152,270 155,844
6714 Standby Generator 103,097 93,405 9,692 103,097
6720 E~Uip. Acq~Truck/Backhoe 52,249 52,249 52,249
,1 6722 L ne Relocation Haint 145,000 1,350 1,350 143,650
j 6727 Reverse Osmosis Pilot St. 65,000 1,701 1,701 63,299
6729 Eng. Fees-VlIrious 71,000 26,826 24,400 51.226 19,774
, 6731 New Well Oevelopement 330,000 330,000
~ 6732 Elevated Storage Tanks 150,000 150,000
I 17.261,911 3,948,955 3 , 081, 993 7,030,948 10,230,963
!
~ Contributions-Impact Fees
I
I 2808 Public Svc. Comvlex 150,000 150,000 150,000
I 6254 Northeast AWT Pant 618,717 1,072.215 (453,498) 618,717
I
i 6261 E Lake Chautauqua Pump 32,772 5,286 5,286 27,486
6262 E Lake Chautauqua Inter 40,000 ' 3,139 3,139 36,861
6625 Line Relocation 150,000 ' 150,000
6628 Sand Key Sub. Inter. 600,000 419 419 599,581
6630 Sanitary Sewer Ext. - 89 600,000 90,242 750 90,992 S09,008
1 ' 6636 Water Conserv Reuse pr~m 145,000 99,366 99.366 45,634
, 6637 Harshall St. ~ewer Rep 1,000,000 1,000,000
6705 System Expanslon 759,170 494,145 125,405 619,550 139,620
6710 Reservoir II Wells 706,193 131,129 128,082 259,211 446,982
6731 New Well Developement 43,000 43 , 000
1 4,844,852 1,946,1S6 (99,476) 1,846,680 2 , 998 , 172 ,
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SUPPLEHENTAL SCHEDULE
Page 2 of 4
CITY OF CLEAR~ATER, FLORIDA
;..1 CUMULATIVE SCHEDULE OF AUTHORIZATIONS Atl!l EXPENDITURES
f. FOR PROJECTS FUNDED BY ENTERPRISE FUND RESO~RCES, CONTINUED
~ YEAR EHDED SEPTEHBER 3D, 1991
",
Ex'~end i tures project
,. } Project Authorizations
PROJECT Authori Pri or Years Current Cumulative tlet of
1., HUHBER 'DESCRIPTION zat ions {Cumulativel Year Total Expenditures
Water & Sewer, (continued)
Renewal & Replacement 15,000 15,000 15,000
.' 6294 Computer Reporting System
, 6511 CPU Cashiering 5,000 3,829 1,171 5,000,
6624 sanitarf,sewer Inter 420,000 420,000 420,000
6625 Line Re ocation 35 000 35,000
6631 WPC R & R - 89 590:469 41,027 165,880 206,907 383,562
6632 Sanitary Sewer R & R-89 1,152,512 173,345 355,758 529,103 623,409
6640 Rehab pumg Station 42 8,160 8,160
6703 Sl'stem R R - 88 919,343 714,300 166,373 880, 673 38 670
6704 L ne Relocation - 88 652,944 23,651 115,528 139, 179 513:765
6705 Heter Chan~eout 396,848 282,548 89,870 372,418 24,430
6710 Reservoir 1 Wells 1,474 1.474 1,474
6714 Standby Generator 10,000 2,285 2,285 7,715
6721 System R & R~Hafntcnance 415,000 223,794 96,542 320,336 94,664
I' 6722 Line Relocation Heint. 100,000 100,000
6732 Elevated Storage Tanks 400,000 21, 429 21,429 378,571
5,121,750 1,898,968 1,014,836 2,913,804 2,207.946
E.P.A. Grants
6254 Northeast A.W.T. Plant 4,899,651 4,899,651 4,899,651
Other Hunicicalities
Safety Her or
6254 Northeast AWT Plant 421,441 421,441 421,441
Total ""ter & Sewer 32,549,605 13,115,171 3,997,353 17 , 112 , 524 15,437,081
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General Revenue
6335 Parking Lot Improve 11,274 6,662 6,662 4,612
6339 Additional Gas Lines 470,413 445,454 15,660 461. 114 9,299
6340 Line Relocate-Cap 88 1,506,833 568,099 286,839 854,938 651,895
6341 Gas Hain Extension-88 53B,155 182,070 2,750 184,820 353,335
6342 Gas System R&R~Cap 88 46B,193 131,900 131,900 336,293
6344 Gas Buildin~ Renovation 18,600 16,430 170 18,600
6348 Line Reloca ion - Maint 108,250 21 , 090 15,295 35,386 71,864
6349 s)stem R & R Maint 51,721 35,704 1,822 37,526 14,195
6350 E ec Honitor & Control 100,000 ' 100,000
6352 Gas Heter Change Out 196,500 134,083 62,258 196,341 159
6353 Gas Heat Pumps 30,000 30,000
6354 Gas Marketing Plan 30,000 30,000
6355 Hyd rau 1 i c Pumps 48,590 48,590
6503 Utility Buildin~ Renov 15.000 17 ,059 2,330 19,3H9 ~4,389~
6509 ' Heat In? System enovatn 2,500 7,662 7,662 5,162
6510 Uti lit es Aux. 9,673 10,156 'I 10 , 160 (487
6511 CPU Cashiering System 8,378 4,302 1,030 5,332 3,046
6512 Telephn System Upgrade 3,913 2,533 2,533 1,380
3,617,993 1,585,204 388,159 1,973,363 ' 1,644,630
Renewal And Replacement
6342 Gas System R&R-Cap 88 514,899 374,899 125,575 500,474 14,425
6349 System R & R M H~int 263,000 213,000 50,000 263,000
777 . 899 587,899 175,575 763,474 14,425
Total GlIS 4,395,892 2,173,103 563,734 2.736,837 1,659,055
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,. SUPPLEMENTAL SCHEDULE
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CITY OF CLEARWATER, FLORIOA
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.I.c CUMULATIVE SCHEDULE OF AUTHORIZATIONS AND
'" EXPENDITURES FOR PROJECTS FUNDED BY ENTERPRISE FUND RESOURCES
~, YEAR EHDED SEPTEHBER 30, '1991
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~, ' Project Authorizations
PROJECT Authori Prior Years Current Cumulative Net of
NUHBER DESCRIP~ION zations (Cumuhtive) Yellor Tota 1 Expenditures
Harina Fund
3413' Utility Service Replac. 110,328 105,750 3,766 109,516 812
3429 Dock System Re~'acement 43,740 35,130 8,414 43,544 196
3436 Harina Pile R R 63,103 48,240 13,247 61,487 1,616
3443 Seminole Launch Dredving 186,363 182,371 2,074 184,445 1,918
3452 'Hain Term. Dock-Rebu ld 148,260 148,260 148,260
3466 Boat Slips Dredge~
Island Estates 40,000 2,130 500 2.630 37,370
3467 Servo Station Fuel Tanks 29,934 29.934 29,934
3473 Harine Site Studies 73.086 7.960 7.424 15,384 57.702
3477 Harina Roof Re~lacement 47,825 47,825 . ,
3480 Marina Sidewal Replce 20,066 20,066
Total Marina Fund 762,705 559 , 775 35,425 595,200 167,505
Parking System
2612 Street Li9ht Equipment 15,000 10,374 (3,743) 6.631 8,369
2629 MCKa~/Hllrlanne Park' lts 71,678 12,359 12,359 59,319 '
2630 Park "g lot Resurfacin~ 243.199 243,199
2631 Pier 6 Attendant Parklng 31,801 21 , 630 9,971 31,801
2817 Jolley Trolley Replac. 35,391 35,391
3247 Sailing Center Parking lot 50,000 4,192 4,192 45,808
3310 ' Cleveland St. Beaut. 4.908 3,538 3,538 1.370,
478 Marina Parking lot 68,452 61,355 61,355 7.097
Total Parking System 520,429 44,563 75,313 119,876 400,553
Pier 60
3471 Big Pier 60 R & R 89 221,628 10,544 38,082 48,626 173,002
Airpark
4752 Airpark Facilities 504,000 44 , 166 408,303 452,469 51.531
Total Enterprise Funds $50,679,143 20,174,967 6,892,477 27,067,444 ll,. 611, 699
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SUPPlEHENTAl SCHEDULE
CITY OF CLEARWATER, FLORIDA
UTILITY SYSTEM CONSTRUCTION'PROJECTS - REVENUE BONOS
CUHULATIVE SCHEDULE OF PROJECT AUTHORIZATIONS AND EXPENDITURES
YEAR EHDED SEPTEHBER 30, 1991
Expenditures, Project
Project Authorizat tons
PROJECT Authori Prior Years Current Cumulative Het of '
NUHBER OESeR] PlIOH zations (Cumu 1 at he) Year Tota 1 Expenditures
6707 Water Main Const. $12,635,190 5,230,666 . 1,028,440 6,259,306 6,575.884
6719 ' En~. Fees - Water Bonds 604.000 150,270 125.593 275,063 328.137
6724 We 1 Improve. and Water
Treatment 897,716 644.106 95.907 741,013 156,703
6725 Subacqueous Hatn Replace 787,800 84,348 662,461 746.809 40,991
6730 Eval of Water System 80,000 76,948 76,948 3,052
6799 ' Water s1stem Prelim Costs 30,000 19,325 19,325 10,675
Harshal Street:
6292 Anaerobic Digester 160,000 125,977 125,977 34,023
6626 AWl Plant 19.118,253 16,806,406 2,079.345 18,685,751 232,502
Northeast Area:
6254 ' Construction of
Treatment Plant 1,484,712 836,549 459,925 1,296,474 188,238
6201 AWT Plant 20,461,919 17.907.274 2.429,412 20,336,686 125,233
6627 Clearwater East AWl
Plant 16,661,948 14,142,936 2,018,544 16,161,480 500,468
6635 Peak Shaving Gen. Study 29,393 23,467 5,926 29,393,
6638 SludRe Trmt. Fac.-Bond 73,052 80,602 80,602 (7,550)
6641 Nort east Engine Gen. 230,000 194,104 194,104 35.896
6699 Bond Issuance Costs 290,608 268,765 268,765 21.843
6336 Tarpon Springs Gas Ext. 1,625,819 863,493 499,721 1,363,214 262,605
6337 Gas System Completion 662,146 323.810 225,284 549,094 113,052
.6338' HE Project (Gas System) 357,419 357,419 357,419
6339 Additional Gas Lines- 171,810 109,987 109,987 61,823
6341 Hain Extensions (Gas) 125,000 44,178 44,178 80,822
6346 Gas System Equipment
Ac~uisition 65,319 65,319 65,319
6347 Smal Gas Hains,
Connections & Meters 1,154.597 1,129,324 25.273 1,154,597
6351 ' New Gas Hains, Ext.
and Services 1,499,937 1,051,108 477,833 1,528,941 (29,004)
$79,406,638 60,107 ,710 10,563,535 70,671.245 8,735,393
Fund Resources Unappropriated at September 30, 1991 2,463,364
$ 11,198.757
Net Assets at September 30, 1991:
Equity in Pooled Cash and Investments $ 11,740,047
Less Accounts and Contracts Payable 541,290
$ 11.198,757
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APPENDIX C
SUMMARY OF CERTAIN PROVISIONS
OF TilE SERIES 1993 ORDINANCE AND TilE ORIGINAL ORDINANCE
This Summary of Certain Provisions of the Series 1993 Ordinance and the Original Ordinance is subject
,in all respects to the more complete information and definitions contained in Ordinance No. 5355-93~ enacted
~ 1993, as amended and supplemented (the "Series 1993 Ordinance"), and Ordinance No. 3674-84,
enacted August 2, 1984, as amended and supplemented (the "Original Ordinance"), (sometime collectively
referred to herein as the "Ordinance") and should not be considered to be a complcte statement of the facts
material to making any investment decision.
DEFINITIONS
"Accreted Value" shan mean, as of any date of computation with respect to any Capital Appreciation
Bond, an amount equal to the principal amount of such Capital Appreciation Bond (the principal amount at its
initial offering) plus the interest accrued on such Capital Apprecialion Bond from the'date of delivery to the
original purchasers thereof to the Interest Payment Dale next preceding the date of computation or the date of
'compulation if an Interest Payment Dale, such interest, to accrue' at a rale not exceeding the legal rate,
compounded semi-annually, plus, with respect to mallers relaled lo the payment upon redemption or acceleration
of t,he Capital Appreciation Bonds, if such date of computation shall not be an Interest Payment Date, a portion
of the difference between the Accreted Value as of the immediately preceding Interest Payment Date and the
Accreted Value as of the immediatcly succeeding Interest Payment Date, calculated based on the assumption
that Accreted Value accrues during any semi-annual period in equal daily amounts on the basis of a 360 day year.
"Act" shaU mean Chapter 166, Part II, Florida Statutes, and other applicable provisions or law.
"Additional Bonds" shan mean Bonds issued on a parily with the Parity Bonds and the 1993 Bonds under
the Ordinance.
"Amortization Installments" with respect to any Term Bonds of a series, shall mean an amount or
amounts so designated which is or arc established for the Term Bonds of such series, provided that (i) each such
installment shall be deemed lo be due on such interest or principal maturity date of each applicable year as is
fixed by resolution of the Issuer and shall be a multiple of $5,000 principal amount (or $5,000 Maturity Amount,
in the case of Capilal Apprecialion Term Bonds), and (ii) the aggregate of such installments for such series shall
equal the aggregate principal amount (or Maturity Amount, in the case of Capital Appreciation Term Bonds)
of Term Bonds of such series authenticated and delivered on original issuance. '
"Aulhorized Investments" shall mean any of the following if and to the elttentthe same arc althe time
legal for investmenl of municipal funds: (a) direct obligations of or obligalions, the principal of nnd interest on
which arc unconditionally guaranteed by the Uuited States of America; (b) bonds, debentures, notes or other
evidence of indebtedness payable in cash issued by nny of the following agencies whose obligations represent full
faith and credit of the United States of America~ the Export-Import Bank of the United Stales, the Federal
Financing Banks, Farmers Home Adminislration, Maritime Administration, Public Housing AUlhority and the
Government National Mortgage Association; (c) certificates of deposit properly secured at all times, by collateral
security described in (a) and (b) above. Such agreemcnts arc only acceptable with commercial banks, savings
nnd loan associations, and mutual savings banks; (d) tbe ronowing investments Cutty insured by the Federal
Deposit Insurance Corporation or the Federal Savings and Loan Insurimcc Corporation: (1) certificates of
deposit, (2) savings accounls, (3) deposit accounts, or (4) depository reccipls of a bank, savings and loan
associations, llnd mutual savings banks.
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"Bondholder" shall mean a registered owner of a Bond as shown on the registration books of tbe
Registrar.
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"Bond Service Requirement" for nny Fiscal Veart as applied to the Bonds of any series, sball mean tbe
sum of:
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(1) the amount required to pay the interest becoming due on the Bonds of such series during
the Fiscal Yeart except to the extent that such interest shall have been provided by payments into the
Sinking Fund out of bond proceeds for n specific period of time or by payments of investment income
into the Sinking Fund from the Bond Service Account or any subnccounts therein.
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(2) the amount required to pay the principal of Serial Bonds of such series maturing in such
Fiscal Year.
(3) the Amortization Installments for the maturities of Term Bonds of such series for such
Fiscal Year.
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(4) in the event the Issuer has purchased or entered into an agreement to purchase Federal
Securities or Authorized Investments from moneys in the Bond Service Accountt then the income
received or to be received on such Federal Securities or Authorized Investments from the date of
acquisition thereof to the date of maturity thereoft unless otherwise designated for other purposes, shall
be taken into consideration in calculating the payments which will be required to be made into tbe
Sinking Fund and the Bond Service Account therein. Whenever such income is applied in calculating
a Bond Service Requirement for nny purpose, such income shall also be excluded in tbc computation
of Gross Rcvenues for such purpose.
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"Bonds~ shall mean the Parity Bonds, the Water and Sewer Refunding Revenue Bonds, Series 1993,
authorized in the Ordinance to be issuedt and any Additional Bonds issued in accordance with the provisions
thereof. "1993 Bonds" shall mean the Watcr and Scwer Refunding Revenuc BondS, Series 1993, authorized in
the Series 1993 Ordinance.
"Capital Appreciation Bonds" shatl mean Bonds the interest on which is payable only at maturity or
redemption, as determined by subsequent resolution.
"Capital Appreciation Term Bonds" shall mean Capital Appreciation Bonds of a series all of which shall
be stated to mature on one datct which shall be subject to retirement by operation of the Bond Amortization
Accoun\t and the interest on which is payab\e on\y at maturity or redemption. .
"Consulting Ensineers~ shall mean such qualified and recognized consulting engineers, having a favorable
repute for skill and experience in the construction and operation of sueh facilities as the System, at the time
retained by the Issuer to perform the acts and carry out the duties as provided in the Ordinance for Consulting
Engineers.' I
"Cost of Operation and Maintenance" of the System shall mean the current expeDSeSt paid or accrued,
of operationt maintenance and repair of the System as calculated in accordance with sound accounting practicct
but shall not include any res'erves for renewals and replacementst for extraordinary repairs or any allowance for
depreciation. '
"County" shall mean Pinella,; CountYt Florida, a political subdivision of the State.
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"Escrow Deposit Agreement" means that certain Escrow Deposit Agreement to be entered into by and
between the Issuer and a bank or trust company to be selected and named by the Issuer prior to the delivery
of the 1993 Bonds, in substantially the form attached to the Ordinance as Exhibit A.
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, "Federal Securities" shall mean only direct obligations of, or obligations fully guaranteed as to principal
and interest by, the United States of America.
"Fiscal Year" shalt mean the pcriod commcncing on October 1 of each year and ending on tbe
succeeding September 30, or such other period as is at the time prescribed by law.
"Gross Revenues" shall mean all income or earnings, including any income from the investment of funds
as provided in the Ordinance, derived by the Issuer from the operation of the System.
"Increased Capacity Rcquircmcnts" mean!i any increased demand upon or usage of the capital facilities
of the System resulting from additional connections thereto, or from substantial changes to or in tbe use of
properties connected thereto. .
"Issuer" shall mean the City of Clearwater, Florida.
"Maturity Amount" means the amount payable upon the stated maturity of a Capital Appreciation Bond
equal to the principal amount thereof plus aU accrued interest thereon from the date of issue to the date of
maturity.
"Maximum Bond Service Requirement" shall mean, as of any particular date of calculation, the greatest
amount of aggregate Bond Service Requirements for the thcn current or any future Fiscal Year.
"Net Revenues" of the System shall mean the Gross Revenues after deduction of the Cost of Operation
and Mainlenance.
"Original Ordinancc" shall mean Ordinance No. 3674-84, as amended and supplemented, of the Issuer,
authorizing the Parity Bonds and the Refunded Bonds.
"Parity Bonds" shall mean, after the refunding of the Refunded Bonds, the Issuer's outstanding Water
and Sewer Revenue Bonds, Series 1984, and Watcr and Sewer Revenue Bonds, Series 1988.
"Payment Date" shall mean, Wilh respcclto payment to the Bondholders of principal or interest on the
Bonds, or with respect to the mandatory amorti7.ation of Term Bonds, thc datc upon which payment of such
principal, interest, or Amortization Installment is requircd to be made to thc Paying Agent.
"Pledgcd Revenucs" shall mean the Net Revenues.
"Put Bonds" shall mean the Tcirm Bonds so designated by resolution or ordinance of the Issuer at or
prior to the time the Bonds of any series arc sold.
"Refunded Bonds" shall mean the Issucr's outstanding Water and Sewer Revenue Bonds, Series 1988A,
and the Water and Sewcr Revenue Bonds, Series 1988B.,
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"Registrar" shall mean the paying agent for the Bqnds, as Bond Registrar, or such other person, firm'
or corporation as may thcreafter be from time to time designntcd by the Issuer as the Registrar for the Bonds.
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"Serial Bonds" shall mean any Bonds for the payment of the principal of which, at the maturity thereof,
no Amortization Installments arc required to be made prior to the twelve-month period immediately preceding
the stated date of maturity of such Serial Bonds.
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"System" shall mean the complete combined and consolidated water system and sanitary sewer system
of the Issuer now owned by the Issuer, or hereafter constructed or acquired by the Issuer, together with all lands
or interests therein, including plants, buildings, machinery, franchises, pipes, mains, fIXtures, equipment and all
property, real or personal, tangible or intangible, now or hereafter owned or used in connection therewith, and
including any undivided or partial ownership interests therein.
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"Term Bonds" shall mean the Bonds of a series all of which shall be stated to mature on one date and
which shall be suhject to retirement by operation of the Bond Amortization Account.,
AUTHORIZATION OF REFUNDING OF REFUNDED BONDS
The Ordinance authorized the refunding of the outstanding Refunded Bonds.
ORDINANCE TO CONSTITUTE CONTRACT
In consideration or. the acceptance of the Bonds by the Bondholders from timc to timc, the Ordinance
shall be deemed to be and shall constitute a contract betwecn the Issuer and such Bondholders. The covenants
and agreements set forth in the Ordinance to be performed by the Issucr shall be for the equal benefi~,
protection and security of thc legal Bondholders of any and all of such Bonds, all of which shall be of equal rank
and without preference, priority or distinction of any of the Bonds over any other thereof, except as expressly
provided thercin and in the Ordinance.
AUTHORIZATION OF BONDS
The Ordinance authorized Bonds of the Issuer to be known as MWater and Sewer Refunding Revenue
Bonds, Series 1993" to bc issued in the aggregate original principal amount uf not exceeding $57,000,000 which
may mature at a higher value to include the Maturity Amount of any Capital Appreciation Bonds.
DESCRIPTION OF 1993 HONDS
The 1993 Bonds, except Capital Appreciation Bonds, shall be dated as of a date or dates to be fIXed by
subsequent resolution of the Issuer, but not later than their date of delivery, may be Serial Bonds, Term Bonds,
or a combination thereof; shall be designated MR. " and numbered consecutively from one upward in order of
authenticntion; shall be in such denominations, shall bear interest at such rate or rates not exceeding the
maximum legal rate aIlowable by law to be payable at such times, and shall mature either annually or semi.
annually on such dates anll in such years and amounts, all as shall be determined by subsequent resolution of
the Issuer. The 1993 Bonds shall bear interest from their date or from the most recent interest payment datc
to which interest has been paid, until payment of the principal sum.
The 1993 Bonds shall be issued in fully registered form, payable as to principal and premium, if aoy,
upon presentation and surrender thereof on the date fIXed for maturity or redemption thereof at thc corporate
trust office of the paying agent hereufter named. Interest on each fully registered 1993 Bond (except the Capital
Appreciation Bonds) shall be paid by check or draft (in the case of holders of $1,000,000 or more of Series 1993
Bonds, such payment shall be made by wire transfer if so requested by such Holder, provided that such Holder
pays for the cost of such wire transfer) mailed to the person in whose name the Bond is registered, at his or her
address as it appears on the Bond Register maintained by the Bond Registrar, at the close of business on the
15th day, of the month (whether or not u business duy) next preceding the interest Payment Date (the MRccord
Date"), irrespective of any transfer of each Dond subsequent to such. Record Date and prior to such interest
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,Payment Datc, unlcss the Issuer shall be in dcfauh in payment of interest due on stich interest Payment Date;
In the cvent of any such default, such tlefaultetl interest shall be payablc to thc person in whose name such Bontl
is registered at the close of busines.o; on a ~pecial record date for the payment of defaulted interest as established
by notice mailed by the Registrar to the registered owner, of the 1993 Bonds (except the Capital Appreciation
Bonds) Dot less thaD fifleen days preceding such special record date. Such notice shall be mailed to the person
in whose name such Bond is registered at the close of business on the fifth (5th) day preceding the date of
mailing. AU payments shall be made in accordance With and pursuant to the terms of the Ordinance and the
1993 Bonds and shall be payable in any coin or currency of the United States of America which, at the time of
payment is legal tender for the payment of public or private debts. '
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The Capital Appreciation Bonds, if any, shall be dated as of a date or dates to be fIXed by subsequent
resolution of the Issuer, but notlatcr than their date of delivery; shall be designated "CA- " and numbered from
1 upward in order of authentication; shan mature on such dates; and the principal amounts thereof shall accrete
at the approximate annual yield (subject to rounding the Accreted Values), all as set forth, by subsequent
resolution of the Issuer.
No 1993 Bond shall be valid or become obligatory for any purpose or be entitled to any security or
benefit under the Ordinance until the certificate of authentication endorsed on the Bond shall have been duly
signed by the Bond Registrar.
If the datc for payment of the principal of. premium, if any, or interest on the 1993 Bonds shall be a
Saturday, Sunday, legal holiday or a day on which the banking institutions in the city where the corporate trust
office of the paying agent is located arc authorized by law or executive order to close, then the date for such
payment shall be the ne:\1 succeeding day which is not a Saturday, Sunday or legal holiday or a day on which such
banking institutions arc authorized to close, and payment on such date shall have the same force and effect as
if made on the nominal date of payment.
The 1993 Bonds (except the Capital Appreciation Bonds) may be issued or exchanged for Bonds in
coupon form, payable to bearer, In such form, with such aurihutes and upon such conditions as the Issuer may
provide by supplemental resolutions, upon receipt of an opinion from a natiopally recognized bond counsel that
such issuance or exchange will not cause interest on the Bonds to be includable in gross income of the holder
for federal income tax purposes.
EXECUTION OF 1993 BONDS
The 1993 Bonds shall he executed in the name of the Issuer by the Mayor.Commissioner and City
Manager and attested by the City Clerk, and approved as to form, sufficiency and correctness by the City
Attorney, either manually or with his facsimile signature, and the official seal of the Issuer or a facsimile thereof
shall be affIXed thereto or reproduced thereon. The facsimile signature of such officers may be imprinted or
reproduced on the 1993 Bonds. The Certificate of Authentication of the Bond Registrar shall appear on the 1993
Bonds, and no bond shall be valid or obligatory for any purpose or be entitled to any security or benefit under
the Ordinance unless such certificate shall have been duly execuled on such 1993 Bond. The authorized signature
for the Bond Registrar shall be either manual or facsimile; provided, however, that at least one of the signatures
appearing on tbe 1993 Bonds shaU at all times be a manual signature. In case any officer whose signature shall
appear on any 1993 Bonds shall cease to be such officer before the delivery of such 1993 Bonds, such signature
or facsimile shall nevertheless be valid and sufficient for all purposes the same as if he had remained in office
until such dolivery. Any 1993 Bonds may he signed and scaled on behalf of the Issuer by such person who at
the actual time of tbe execution of such 1993 Bonds shall hold the proper office with the Issuer, although at the
date of enactment of the Ordinance such person may not have held such office or may not havc been so
authorized.
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NEGOTIABILl1Y
Subject (0 (he provisions of (he Ordinance respecting registration and (ransfer, the 1993 Bonds shaU be
and shall have all the qualilies and incidents of negotiable instruments under the laws of the State of Florida,
and each successive holder, in 8tcepting any of the 1993 Bonds, shall be conclusively deemed to have agreed that
the 1993 Bonds shall be and have all of such qualities and incidents of negotiable instruments under tbe Uniform
Commercial Code - Investment Securities of the State of Florida.
REGISTRATION, EXCHANGE AND TRANSFER
There shall be a Bond Registrar for the 1993 Bonds which may be the Issuer or a designated bank or
trust company located within or without the State of Florida. The Bond Registrar shall maintain the registration
books of the Issuer and be responsible for the transfer and exchange of the 1993 Bonds. The Issuer shall, prior
to the proposed date of delivery of the Bonds, by resoludon designate the Bond Registrar and Paying Agent.
The Bond Registrar shall maintain the books for the registration of the transfer and exchange of tbe 1993 Bonds
in compliance with the Florida Registered Public Obligations Act and the system of registration as established
by tbe Issuer pursuant thereto.
Bonds may be transferred upon the registration books, upon delivery to the Registrar, together with
written instructions as to the details of the transfer of such 1993 Bonds, along with the social security number
or federal employer identification number of such transferee and, if such transferee is a trust, the name and
social security or federal employer identification numbers of tbe settlor and beneficiaries of the trust, (he date
of the trust and tbe name of tbe trustee. NQ transfer of any 1993 Bond shall be effective until entered on tbe
registration books maintained by the Bond Registrar.
Upon surrender for transfer or exchange of any 1993 Bond, the Issuer shall execute and the Bond
Registrar shall authenticate and deliver in the name of tbe registered owner or the transferee or transferees, as
the case may be, a new fully registered 1993 Bond or 1993 Bonds of authorized denominations of the same
maturity and interest rate for the aggregate principal amount which the registered owner is entitled to receive
at the earliest practicable time in accordance with the provisions of the Ordinance. The ISSUer or the Bond
Registrar may charge the owner of such 1993 Bond for every such transfer or exchange an amount sufficient to
reimburse them for their reasonable fees nnd for any tax, fcc, or otber governmental charge required to be paid
with respect to such (ransfer, and may require that such charge be paid before any such new 1993 Bond shan
be delivered.
A111993 Bonds presented for transfer, exchange, rcdemption or payment (if so required by the Bond
Registrar), shall be accompanied by a written instrument or instruments of transfer or authorization for
exchange, in form and with guaranty of signature satisfactory to the Bond Registrar, duly executed by tbe
registered holder or by his duly authorized' attorney in fact or legal representative.
All 1993 Bonds delivered upon transfer or exchange shall bear interest from the preceding interest
payment date so that neither gain nor loss in interest shall result from the transfer or exchange. New 1993
Bonds delivered upon any transfer or exchange shall be valid obligations of the Issuer, evidencing the same debt
as the 1993 Bond surrendered, shall be secured by the Ordinance and shall be entitled to aU of the security and
the benefits of the Ordinance to the saml~ extent as the 1993 Bonds surrendered.
The Issuer and the Bond Registrar may treat the registered owner of any 1993 Bond as tbe absolute
owner thereof for all purposes, whether or not such 1993 Bonds shaH be overdue, and shaU not be bound by any
nolice to the contrary.
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Notwithstanding the foregoing provisions of this section, the Issucr rcscrves thc right, on or prior to thc
delivcry of the 1993 Bonds to amend or modify the foregoing provisions relating to thc registration of the 1993
Bonds by rcsolution or ordinance in order to comply with all applicable laws, rules, and regulations of the United
States and/or the State of Florida rclating thereto. In addition, pursuant to a resolution adoptcd prior to the
issuance of the Series 1993 Bonds, the Issucr may establish a book-entry-only system of registration for the Serics
1993 Bonds, the provisions of which shall bc deemed to modify any inconsistent provisions of the Ordinance.
1993 BONDS MUTILATED, DESTROYED, STOLEN OR LOST
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In case any 1993 Bond shall becomc mutilated, or be destroyed, stolen or lost, the Issuer may in its
discretion issue and deliver a new 1993 Bond of like tenor as thc 1993 Bond so mutilated, destroyed, stolen or
lost, in exchange and substitution for such mutilated 1993 Bond upon surrender and canceUation of such
mutilated Bond or in lieu of and substitution for the Bond destroyed, stolcn or lost, and upon the holdcr
furnishing the Issuer proof of his ownership thereof and satisfactory indemnity and complying with such othcr
reasonable rcgulations and conditions as thc Issuer may prescribe and paying such expenses as the Issucr may
incur. All 1993 Bonds so surrendered shall be canceled by the Registrar for the 1993 Bonds. If any of the 1993
Bonds shall have matured or be about to mature, instead of issuing a substitute 1993 Bond, the Issuer may pay
the same, upon being indemnilied as aforesaid, and if such 1993 Bonds be lost, stolen or destroyed, without sur-
render thereof.
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Any such duplicate 1993 Bonds issued pursuant to this section shall constitute original, additional
contractual obligations on the part of the Issuer whether or not the lost, stolen or destroyed 1993 Bonds be at
any time found by anyonc. and such duplicate 1993 Bonds shall be entitled to equal and proportionate benefits
and rights as to lien on the source and security for payment from the funds, as pledged in thc Ordinance, to the
same extent as all other 1993 Bonds issued under the Ordinance.
PROVISIONS FOR REDEMIYfION
The 1993 Bonds shall be redeemable as provided by subsequent resolution of the Issuer.
1993 Bonds in denominations greater than an authorized denomination (or authorized Maturity Amount
in the case of Capital Appreciation Bonds) shall be deemed to be an equivalent number of 1993 Bonds in the
denomination. of an authorized denomination or Maturity Amount. If a 1993 Bond is of a denomination or
Maturity Amount larger than an authorizcd denomination or Maturity Amount, a portion of such 1993 Bond may
be redeemed, in the amount of an authorized denomination or Maturity Amount or integral multiples thereof.
Notice of such redemption, identifying the 1993 Bonds or portions thereof called for redemption (i) shali
be Iiled with the paying agents and any Registrar; and (ii) shall be mailed by the Registrar, first-class mail,
postage prepaid, to all registered owners of the 1993 Bonds to be redeemed not more than sixty (60) days and
not less than thirty (30) days prior to the date flXed for redemption at their addresses as they appear on the
registration books to be maintained in accordance with the provisions of the Ordinance. Failure to give such
notice by mailing to any owner of 1993 Bonds, or any defect therein, shall not affect the validity of any
procceding for the redemption of other Bonds.
Notice having been mailed and filed in the manner and under the conditions hereinabove provided, the
1993 Bonds or portions of 1993 Bonds so called for redemption shall, on the redemption date designated in such
notice, become and be due and payable at the redemption price provided for redemption of such 1993 Bonds
" or portions of 1993 Bonds on such dall~. On the date so designated for redemption, notice having been mailed
aud Iiled and moneys for payment of the redemption price being held in separate accounts in trust for the
holders of the 1993 Bonds or portions thereof to be redeemed, all as provided in the Ordinance, interest on the
1993 Bonds or portions of 1993 Donds so called for redemption shall cease to accrue, such 1993 Bonds and por-
tions of 1993 Bonds shall cease to be entitled to any lien. benefit or security under the Ordinance, and the
holders or Registered Owners of such 1993 Bonds or portions of 1993 Bonds, shall have no rights in respect
thereof, except the right to receive payment of the redemption price thereof.
Upon surrender of any 1993 Bond for redemption in part only, the Issuer shall issue and deliver to the
registered owner thereof, the costs of which shall be paid by the registered owner, a new 1993 Bond or 1993
Bonds of authori?.cd denominations or Maturity Amounts in aggregate principal amount equal to the unredeemed
portion surrendered.
In addition to the foregoing notice, further notice shall be given by the Issuer as set out below, but no
defect in said further notice nor any failure to give all or any portion of such further notice shall in any manner
defeat the effectiveness of a call for redemption if notice thereof is given as above prescribed.
(1) Each further notice of redemption given under the Ordinance shall contain the information
required above for an official notice of redemption plus (i) the CUSIP numbers of a111993 Bonds being
redeemed; (ii) the date of issue of the 1993 Bonds as originally issued; (iii) the rate of interest borne
by each Bond being redeemed; (iv) the maturity date of each Bond being redeemed; and (v) any other
descriptive information needed to identify accurately the 1993 Bonds being redeemed.
(2) Each further notice of redemption shall be sent at least 35 days before the redemption date
by registered or certified mail or overnight delivery service to all registered securities depositories then
in the business of holding substantial amounts of obligalions of types similar to the type of which the
1993 Bonds consist (such depositories now being DcpositoryTrust Company of New York, New York,
Midwest Securitics Trust Company of Chicago, JIlinois, Pacific Securities Depository Trust Company
of San Francisco, California, and Philadelphia Depository Trust Company of Philadelphia, Pcnnsylvania)
and to onc or more national information services that disseminates notices of redemption of obligations
such as the 1993 Donds.
(3) Each such furlher notice shall be published one time in lhe Bond Buver of New York, New
York or, if such publication is impractical or unlikely to rench a substantial number of the Holders of
the Bonds, in some other financial newspaper or journal which regularly carries nolices of redemption
of obligations similar to the Bonds, such publication to be made at least 30 days prior to the date flXed
for redemption.
BONDS NOT DEBT OF ISSUER
The Bonds shall not be or constilute general indebtedness of the Issuer within the meaning of ilny
constitutional or statutory provision or limitation, but shalt be payable solely from and secured by a prior lien
upon and pledge of the Pledged Revenues provided in the Ordinance. No Bondholder shall ever have the right
to compel the exercise of the ad valorem taxing power of the Issuer or taxation in any form of any real property
therein to pay the Bonds or the interest thereon or be entitled to payment of such principal and interest from
,any other Cunds oC the Issuer except from the Pledged Revenues in the manner provided in the Ordinance.
PLEDGED REVENUES
Until payment has been provided for as permitted in the Ordinance, the payment of the principal of and
interest on the Bonds shall be secured forthwith equally and ratably by an irrevocable lien on the Pledged
Revenues prior and superior to all other liens or encumbrances on such Pledged Revenucs and the Issuer docs
by the. Ordinance irrevocably pledge such Pledged Revenues to the payment of the principal of and interest on
the Bonds, the reserves therefor, and for all olher required paymcnts. The Pledged Revenues shall immediately
be subject to the lien of this pledge without any physical delivery thereof or further act, and the lien of this
pledge shall be valid nnd binding as ngainst all parties having claims of any kind in tort, contract or otherwise
against the Issuer. AU funds and accounts created pursuant to the Ordinance shall be held by the Finance
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Director (or such other officer of the Jssuer as shall be approved by the City Commission) as trust funds for
payment of the Bonds.
COVENANTS OF THE ISSUER
Until all principal of and interest on the Bonds shall have been paid or provided for as permitted in the
Ordinance, the Issuer covenants with the Bondholders as follows: .
A. REVENUE FUND. The entire Gross Revenues shall upon receipt thereof be deposited in the
Revenue Fund created and established by the Original Ordinance. Such Revenue Fund shall constitute a trust
fund for the purposes providcd in the Ordinance and shall bc kept separate and distinct from ail other funds of
the Issuer and used only for the purposes and in the manner provided in the Ordinance.
B. DISPOSITION OF REVENUES. All funds at any time rcmaining on deposit in the Revenue Fund
shall be disposed of on or before the twentieth day of each month, commencing in the month immediately
following the delivery of the 1993 Bonds, onty in the following manner and in the following order of priority:
(1) Funds shall first be used for deposit into the Operation and Maintenance Fund, which was
established by the Original Ordinancc, of such sums as arc necessary for the Cost of Operation and
Maintenance, for the next ensuing month.
(2) From the moneys remaining in the Revenue Fund. the Issuer shall next deposil into the
Sinking Fund created by the Original Ordinance, such sums us will be sufficient to pay (a) one-sixth
(1/6) of all interest becoming'due on the Bonds on the nC).l semi-annual interest payment date; (b)
commencing in the first month which is twelve (12) months or six (6) months prior to the first annual
or semi-annual maturity date, respectively, of any Scrial Bonds, onc-twelfth (1/12) or one-sixth (1/6),
respectively, of thc amount of Serial Bonds which win become due and payable on thc next annual or
semiannual principal maturity datc. respectively. and (e) one-twelfth (1/12) of the Amortization
Installment required to be made on the next annual paYment date or one-sixth (1/6) of the Amortization
Installment required to be made on the next ~emi.annual payment date into a "Bond Amortization
Account", created and established in the Sinking Fund by the Original Ordinance. Such payments shall
be credited to a separate special 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 inlo a separate special account in
the Sinking Fund for each such separate maturity of Term Bonds. The funds and investments in each
such separate account shall be plcdged solely to thc payment of principal of the Term Bonds of the
series or maturity within a series for which it is established and shan not be available for payment.
purchase or redemption of Term Bonds of any other series or within a series, or for transfer to the
Sinking Fund to make up any deficiencies in required payments therein. The Amortization Installments
may be due either annuaJly or semiannually, but in any event, the required payments as set forth above
shall be made monthly commencing in thc first month which is six (6) months or twelve (12) months,
as the case may be, prior to the dute on which the Amortization Installment is required to be made
pursuant to (c) above.
Upon the sale of any series of Term Bonds, the Issuer shall by resolution, establish the amounts
and maturities of such Amonization Installments for each series, and if there shall be more than one
maturity of Term Bonds within a seriest the Amortization Installments for the Term Bonds of each
maturlly. In the event the moneys deposited for retirement of a maturity of Term Bonds arc required
to be invested, in the manner provided below, the Amortization Installments may be stated in terms of
cither the principal amount of the, investments to be purchased on, or the cumulative amounts of the
principal arnounl of investments required to have been purchased by, the payment date of such
Amortiultion InstaJlmcnt.
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Moneys on deposit in ellch of the separate special accounts in the Bond Amortization Account
shall be used for the open market purchase or the redemption of Term Bonds 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
resolution establishing the Amorti711tion ]nstallments for any series or maturity of Term Bonds may limit
the use of moneys to anyone or more of the uses set forth in the preceding sentence and may specify
the type or types of investments permitted under the Ordinance to be purchased.
(3) Moneys remaining in the Revenue Fund shall next be applied by the Issuer to maintain a
Reserve Account, which Reserve Account was created and established by the Original Ordinance, in a
sum equal to and sufficient to pay the Maximum Bond Service Requirement on all outstanding Bonds
becoming due in any ensuing Fiscal Year, all or a portion of which sum may be initially provided from
the proceeds of the sale of the Bonds and/or other moneys of the Issuer. The Issuer shall thereafter
deposit into said Reserve Account an amount equal to one-twelfth (1/12) of twenty per cent (20%) of
the difference between the amount, if any, so deposited upon the delivery of the Bonds and the amount
of the Maximum Bond Service Requirement on all outstanding Bonds becoming due in any ensuing
Fiscal Year. No further payments shall be required to be made into such Reserve Account when there
has been deposited therein and as long as there shatl remain on deposit therein a sum equal to the
Maximum Bond Service Requirement on all outstanding Bonds becoming due in any ensuing Fiscal
Year.
Any withdrawals from the Reserve Account shall be subsequently restored from the first moneys
available in the Revenue Fund after atl required current payments into the Sinking Fund and into the
Reserve Account, including all deficiencies for prior payments. bave been made in full.
Moneys in the Reserve Account shall be used only for the purpose of the payment of maturing
principal (including Amortization Installments) of or interest on the Bonds when tbe moneys in the
Sinking Fund arc insufficient thcrefor. and for no othcr purpose. Upon the issuance by the Issuer of
any Additional Bonds undcr the terms, limitations and conditions provided in the' Ordinance and the
Original Ordinance, the payments into the Reserve Account shall be increased so that the amount on
deposit therein shatl be equal to the Maximum Bond Service Requirement on all Bonds outstanding and
to be outstanding. .
Whenever the amount on deposit in the Reserve Account exceed'i the Maximum Bond Servicc
Requirement on atl Bonds then outslamling, the excess may bc withdrawn and deposited into the Sinking
Fund.
The Issuer shall not be required to make any further payments into the Sinking Fund or into
the Reserve Account when the aggregate amount of moneys in the Sinking Fund and the Reserve
Account arc at least equal to the aggregate principal amount of Bonds then outstandin& plus the
amount of interest then due or thereafter to he come due on the Bonds then outstanding.
Notwithstanding the foregoing provisions, in lieu of the required deposits of Revenues into the
Reserve Account, the Issuer may cause to be deposited into the Reserve Account a surety bond or an
insurance policy issued by a reputable and recognized insurer for the benefit of the Bondholders in an
, amount equal to the difference between the Maximum Bond Service Requirement and the sums then
on deposit in the Reserve Account, if any, which surety bond or insurance policy shall be payable (upon
the giving of notice as required thereunder) on any interest payment date on which a deficiency exists
which cannot be cured by funds in any other account held pursuant to the Ordinance and the Original
Ordinance and available for such purpose. ,The insurer providing such surety bond or insurance policy
shall be an insurer whose municipal bond insurance policies insuring the payment, when due, of the
principal of and interest on municipal bond issues results in such issues being rated in the highest rating
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category by Standard & Poor's Corporation or Moody's Investors Service, [nc., or their successors. If
. a disbursement is made Cram a surety bond or an insurance policy provided pursuant to this par~grapb,
the Issuer shall be obligated to either reinstate the maximum limits of such surety bond or insurance
policy immediately following such disbursement or to deposit into the Reserve Account, a~ provided in
this paragraph for restoration of withdrawals Crom the Reserve Account, Cunds in the amount of the
disbursement made under such policy. or a combination of such alternatives.
(4) The Issuer shall next apply and deposit the moneys in the Rcvenuc Fund into the Renewal
and Replacement Fund created by the Original Ordinance. The Issuer shall deposit into such Renewal
and Replacement Fund an amount equal to one~twelCth (1/12) oC five per centum (5%) oC the Gross
Revenues oC the System for the previous Fiscal Year, or such other amount as is certified as necessary
Cor the purposes of the Renewal and Replacement Funu by the Consulting Engincer and as approved
by the City Commission. The moneys in said Renewal and Replacement Fund sball be used only Cor
the purpose of paying the cost of extensions. enlargements or additions to or the replacement of capital
assets of the System and emergency repairs thereto. Such moneys 'on deposit in such Fund shall also
be used to supplement the Reserve Account if necessary in order to prevent a default in the payment
of the principal of and interest on the Bonds.
(5) To the extent junior lien bonds urc issued and outstanding (which subordinated bonds the
Issuer reserves thc right to issuc), the Issuer shall ncxt apply moneys in the Revenue Fund to the
payment of principal of, redemption premium, if any, and interest on such subordinated deht of tbe
Issuer.
(6) The balancc of any moneys remaining in the Revenue Fund after the above required
payments have been made may either be deposited into either thc Renewal and Replacement Fund or
the Sinking Fund, or may be used for the purchase or redemption of Bonds, or may be used by the
Issuer for any lawful purpose of the Issuer.
C. INVESTMENT 01<' FUNDS. The Operation and Maintenance Fund, the Sinking Fund. the Reserve
Account, the Renewal and Replacement Fund, the Revenu~ Fund, the Construction Fund, and any other special
funds in the Ordinance and in the Original Ordinance established and created shall constitute trust Cunds for the
purposes provided in the Ordinance for such funds. All such funds shall be continuously secured in tbe same
manner as state and municipal deposits arc required to be secured by the laws of the State of Florida. Moneys
on deposit in ,any of such funds and accounts may be invested and reinvested in Authorized Investments.
Investments made with moneys in the Construction Fund, the Revenue Fund, the Operation and
Maintenance Fund, and the Sinking Fund (except the Bond Amortization Accountthcrein), must mature not
later than the date that such moneys will be needed. Investments made whh moneys in the accounts in the Bond
Amortization Account, in the Reserve Account and in the Renewal and Replacement Fund must mature, in the
case of the accounts in the Bond Amortization Account not latcr than the stated date of maturity of tbe Term
Bonds to be retired from thc sub-accounts in the Bond Amortization Account from which the investment is
made, in the case of the Reserve Account not later than the final maturity of any Bonds then outstanding. and
in the case of the Renewal and Replacement Fund, not later than such date as shall be determined by the Issuer.
Any and all income received by the Issuer from all such investments shall be deposited into the Revenue Fund,
except however, that investment income earned in the Bond Amorti1.ation Account may be retained therein or
deposited into the Sinking Fund and used to pay maturing principal of and interest on the Bonds, at the option
of the Issuer.
The cash required to be accounted for in each of the foregoing funds and accounts established in the
Ordinance mllY be deposited in a single bank account, and funds allocated to the various accounts established
in the Ordinance may be invested in a common investment pool, provided that adequate accounting records arc
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maintained to reflcct and control the restricted allocation of the cash on deposit therein and such investments
for the various purposes of such funds and accounts as provided in the Ordinance.
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The designation and establishment of the various funds in and by the Ordinance shall not be construed
to require the establishment of any completely independent, self-balancing funds as such term is commonly
defined and used in governmental accounting. but rather is intended solely to constitute an earmarking of certain
revenues and assets of the System for certain purposes and to establish certain priorities for application of such
revenues and assets as provided in the Ordinance.
D. OPERATION AND MAINTENANCE. The Issuer win maintain the System and aU pa.rts thereof in
good condition and will operate the same in an efficient and economical manner, making such expenditures for
,equipment and for renewals, repnirs and replacements as may be proper for the economical operalion and
maintenance thereof.
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E. RATE ORDINANCE. The Issuer has enacted or will enact a rate ordinance and thereby will foc,
establish and maintain such rates and will collect such fees, rentals and other charges for the services and
facilities of the System and revise the same. from time to time whenever necessary. as will always provide Gross
Revenues in each Fiscal Year sufficient to pay the Cost of Operation and Maintenance of the System in such
Fiscal Year. one hundred fifteen per centum (115%) of the Bond Service Requirement becoming due in such
Fiscal Year on the outstanding Parity Bonds, on the outstanding 1993 Bonds and on all outstanding Additional
Bonds, plus one hundred per centum (100%) of all reserve and other payments required to be made pursuant
to the Ordinance and the Original Ordinance. Such rates, fees, rentals and other charges shall nol be reduced
so as to be insufficient to provide Gross Revenues for such purposes.
F. nOOKS AND RECORDS. The Issuer shall keep books and records of the System, which, books and
records shall be kept separate and apart from all other books, records and accounts of the Issuer, and
Bondholders shall have the right at all reasonable times to inspect all records, accounts and data of the Issuer
relating thereto.
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G. ANNUAL AUDIT. The Issuer shnll also, atlcast once a year, cause the books, records and accounts
relating to the System to be properly audited by a recognized independent firm of certified public accountants
and shall make generally available the report of s'uch audits to any Bondholder.
II. NO MORTGAGE OR SALE OF TilE SYSTEM. The Issuer irrevocably covenants. binds and
obligates itself not to sell, lease, encumber or in any manner dispose of the System as a whole until all of the
Bonds shaH have been paid in full as to both principal and interest, or payment shall have been duly prO\~ded
for under the Ordinance.
The foregoing provision notwithstanding, the Issuer may sell or dispose of, for fair market value. any
properties or parts of the System which the Consulting Engineer shan certify in writing are not necessary for the
continued operation of the System and that the sale or disposal of which will not adversely affect the Gross
Revenues to be derived from the System to such an extent that the Issuer will fail to comply with the covenants
contained in the Ordinance and the Original Ordinance.
The proceeds derived from any sale or disposal of any properlies or parts of lhe System as provided for
in the above paragraph shull, in the discretion of lhe Issuer, be (1) deposited in the Renewal and Replacement
Fund and used exclusively for the purpose of paying the cost or extensions, enlargements or addilions to, or the
replacement of capilal assets of the Syslem and for unusual or extraordinary repairs thereto. or for tbe
construction or acquisition of additions, extensions and improvcments to the System, or (2) for the purchase or
retirement of the Bonds then outstanding. However, if the Consulting Engineer certifies, tbat proceeds are
necessary for the purposes staled in part (1) above, such proceeds shall remain in the Renewal and Replacement
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Fund until such certified requirements arc satisfied, and the proceeds shull not be used 'for any other purpose
allowed by the Ordinance or the Original Ordinance.
I. INSURANCE. The Issuer will make adequate provision to maintain fire and windstorm insurance
on all buildings and structures and properties of the System which are subject to loss through fire or windstorm,
public liability insurance, and other insurance of such types and in !iuch amounts as are normally carried in the
operation of similar public and private utility systems within the State of Florida. Any such insurance shall be
placed with nationally recognized and reputable insurers or under State approved and authorit.cd self insurance
programs or any combination of both and shall be carried for the benefit of the Bondholders. All monies
received for losses under any such insurance, except public liability, arc pledged in the Ordinance by the Issuer
as 5ecurity for the Bonds, until and unless such proceeds arc used to remedy the loss or damage for which such
proceeds are received, either by repairing the property damaged or replacing the property destroyed within ninety
(90) days from tbe receipt of such proceeds.
J. NO FREE SERVICE. The Issuer will not render or cause to be rendered any free services of any
nature by its System, nor will any preferential rates be established for users of the same class. Tbis covenant
shall not prevent individual contracts with other governmental entities for the wholesale delivery of services of
the System. The Issuer, including its departments! agencies and instrumentalities, shall avail itself of the facilities
or services provided by the System or any part thereof, and the same rates, fees or charges applicable to other
customers receiving like services under similar circumstances shall be charged to the Issuer and any such
department, agency or instrumentality. Such charges shall be paid as they accrue, and the Issuer shall transfcr
from its general funds sufficient sums to pay such charges. The revenues so received sbaH be deemed to be
Gross Revenues derived from the operation of the System and shall be deposited and accounted for in the same
manner as other Gross Revenues derived from such operation of the System.
K. MANDATORY CONNECTION. To the full extent permitted by law the Issuer will adopt and keep
in force and effect an ordinance requiring that all improved premises with respect to which water or sewer
services from the System arc available shall connect such premises to the System and shall obtain available water
and sewer services only from the System.
L. ENFORCEMENT OF COLLECTIONS. The Issuer will diligently enforce and collect all fees! rentals
or other charges for the services and facilities of the System and take all steps, actions and proceedings for tbe
enforcement and collection of such fees, rentals or other charges which shall become delinquent to the full extent
permitted or authorized by the Act and by the laws of the State of Florida.
The Issuer will, under reasonable rules and regulations, shut off and discontinue the supplying of the
water service and the sewer service of the System for the nonpayment of fees! rentals or other charges for said
water service or said sewer service, or either of them, and will not restore said water service or sewer service,
or either of them, until all delinquent charges for both water service and sewer servicc, together witb interest
and reasonable penalties, have been paid in full. '
M. REMEDIES. Any Bondholder,'or any trustee acting for the Bondholders 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 appointmcnt of a receiver, existing under the laws of the State of
Florida, or granled and contained in the Ordinance, and may enforce and compel the performance of all duties
in the Ordinance required or by any applicable statutes to be pcrfornu.:d by the Issuer or by any officcr thereof.
Nothing in the Ordinance, however; shall be construed to grant to any Bondholdcrs any lien on any rcal
property of the Issuer. '
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N. CONSULTING ENGINEERS. The Issuer will retain an independent consulting engineer or
engineering firm having a favorable reputation for skill and experience for the design, construction and operation
of systems of comparable size and character as the System, for the purpose of providing the Issuer competent
engineering counsel in connection with the making of the capital improvements. The Issuer may, however,
employ additional engineers at any time with relation to specific engineering and operation problems arising in
connection with the System.
O. CITY MANAGER REPORTS. On an annual basis, within 45 days of the receipt of the annual audit
of the System provided for above, the Issuer shall cause to be prepared by the City Manager a report or survey
of 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
and recommendations therefor. Such a report or survey shall also show any failure of the Issuer to perform or
comply with the covenants in the Ordinance contained, including those contained in subsection I above.
In the event that such annual report renects that the rates and charges for services are insufficient to
protect the rights of the Bondholders, then the Issuer shall take such steps as are required by law to raise the
rates and charges for services. In the event that tbe annual report indicated that the rates and charges for
services should be increased substantially pro rata as to all classes of scrvice, tben, to the full extent pcrmilted
by law, the Issuer shall raise the rates and cbarges for services without the necessity for notice or public hearing.
P. NO COMPETING SYSTEM. To the full extent permitted by law the Issuer will not grant or cause,
consent to, or allow the granting of any franchise or permit to any person, firm, corporation or body or agency
or instrumentality whatsoever for the furnishing of water or sanitary sewerage services to or within the service
area of the System, if determined by the Consulting Engineers to be materially competitive with the System and
adversely affecting the Gross Revenues derived from the operation thereof. '
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Q. ISSUANCE OF OTHER OBLIGATIONS. The Issuer will not issue any other obligations, except
under the conditions and in the manner provided in the Ordinance, payable from the Pledged Revenues, nor
voluntarily creote or cause to be created any debt, lien, pledge, assignment, encumbrance or other charge having
priority to or being on a parity with the lien of the Parity Bonds and the 1993 Bonds and the interest thereon
upon the Pledged Revenues. Any other obligations issued by the Issuer in addition to the Parity Bonds, the 1993
Bonds or Additional Bonds provided for in subsection R below, payable from the Pledged Revenues shall contain
an express statement that such obligations arc junior and subordinate in all respects to lhe Bonds as to lien on
and source and security for payment from the Pledged Revenues.
R. ISSUANCE OF ADDITIONAL BONDS. Additional Bonds, payable on a parity from the Pledged
Revenues with the Parity Bonds and the 1993 Bonds, shall be issued only for the purposes of refunding a part
of the outstanding Bonds or !inancing the cost of extensions, additions and improvemcnts to the System and for
the acquisition and construction of, and extensions, additions and improvements to, scwer and/or watcr systems
which are to be consolidated \vith the System and operated as a single combined utility. Additional Bonds, otber
than for refunding purposes, shall be issued only upon compliance with all of the following conditions:
(1) There shall havc been obtained and filed with the City Clerk of the Issuer a certificate of
a qualified and recognized firm of independent certified public accountants stating: (a) that the books
and records of tbe Issuer relative to the System have been audited by such firm; (b) the amount of the
Net Revenues derived for the Fiscal Year preceding the date of issuance of the proposed Additional
Bonds or for any 12 consecutive months during the 18 months immediately preceding the date of the
issuance of the Additional Bonds with respect to which such certificate is made, adjusted as herein below
provided; (e) that the aggregate amount of such Net Revenues, as adjusted, for the period for which
such Net Revenues arc being certified is equal to not less than 120% of the Maximum Bond Service
Requirement becoming due in any Fiscal Year thercafter on (i) all Bonds then outstandhig, and (ii) on
the Additional Bonds with respect to which such certificate Is made.
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(3) Each ordinance or resolution authorh,jng the issuance of Additional Bonds will recite that
all of the cove'nants contained in the Ordinance will be applicable to such Additional Donds.
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(2) Upon recommendation of the Consulting Engineers. the Net Revenues certified pursuant
to (b) in the previous paragraph may be adjusted for purposes ofthis Subsection by including: (n) 100%
of the additional Net Revenues which in the opinion of the Consulting Engineer would have been
derived by the Issuer from rate increases adopted before the Additional Bonds arc issued. iC such rate
increases hud been implemented beCore the commencement of the period for which such Net Revenues
arc being certified, and (b) 100% of the additional Net Revenues estimated by the Consulting Engineer
to be derived during the first Cull twelve month period after the facilities of the System are extended,
enlarged, improved or added lo with the proceeds of the Additional Bonds with respect to whieh such
certificate is made. The adjustments described in Section 16(R)(2)(b) may only be made if the Net
Revenues as adjusted under Section 16(R)(2)(a) for the period for which such Net Revenues are being
certified equals at least 1.00 times the Maximum Bond Service Requirement becoming due in any FIScal
Year thereafter on (i) all Bonds then outstanding; and (ii) on the Additional Bonds with respect to
which such certificate is made. .
(4) The Issuer shall not be in default in performing any of the covenants and obligations
assumed under the Ordinance, and all payments required in the Ordinance to have been made into the
accounts and funds, as provided under the Ordinance, shall have been made to the full extent required.
S. MAINTENANCE OF SYSTEM. The Issuer will maintain the System in good condition and
continuously operate the same in an efficient manner and at a reasonable cost.
T. APPLICATION OF REFUNDED BONDS FUNDS AND ACCOUNTS.. A pro rata portion of the
moneys in the funds and accounts created by the ordinances which authorized the issuance of the Refunded
Bonds may, in the discretion of the Issuer, be transferred to and deposited in the like funds and accounts created
by the Ordinance or may be used by the Issuer. in whole or in part. to effect the refunding of the Refunded
Bonds, as evidenced by a certificate of the City Manager directing such transfer and use. All funds and accounts
created by the Ordinance may be held by more than one deposilary in the discretion of the Issuer.
APPLICATION OF ItROCEEDS OF TilE 1993 BONDS
All moneys received from the sale of the 1993 Bonds shall be deposited by the Issuer in a special
account in It bank or trust company and applied by the Issuer as follows:
(A) All accrued interest shall he deposited in the Sinking Fund and used solely for the purpose
of paying interest on the 1993 Bonds.
, (B) A sum which. together with, at the discretion of the Issuer. the pro rata portions of the
moneys on deposit in the Reserve Account securing the Refunded Bonds, will be equal to the Maximum
Bond Service Requirement on the 1993 B,onds and the Parity Bonds becoming due in any Fiscal Year.
may be deposited into the Reserve Account. at the option of the Issuer.
(C) To the extent not reimbursed or paid by the original purchaser of the 1993 Bonds, the
Issuer shall pay all costs and expenses in connection with the preparation, issuance and sale of the 1993
Bonds.
(D) A sum specified in the Escrow Deposit Agreement which, together with the other funds
described in the Escrow Deposit Agreement to be deposited in escrow. will be sufficient to pay, as of
any dale of calculation, the principal of, interest on. premium. if any. and other costs and obligations
incurred with respect to the Refunded Bonds as the same shall become due or nre redeemed, as.
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provided by subsequent resolution of the Issuer and to pay the expenses specified in the Escrow Deposit
Agreement, shall be deposited into the Eserow Account established in the Escrow Deposit Agreement,
in the amounts sufficient for such purposes.
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Such funds shalt be kept separate and apart from all other funds of tbe Issuer and the moneys
on deposit therein shall be withdrawn, used and applied by the Issuer solely for tbe purposes set forth
in the Ordinance and in the Escrow Deposit Agreement.
Simultaneously with the delivery of the 1993 Bonds to the purcbaser thereof, the Issuer shall
enter into an Escrow Deposit Agreement, in substantially the form aUnched to the Ordinance, with a
bank or trust company approved by the Issuer. Such Escrow Deposit Agreement sbalt provide for the
deposit of sums into the Escrow Account and for the investment of such moneys in appropriate Federal
Securities so a.'~ to produce sufficient funds to make nil of the payments described in the first paragraph
of this Subsection. At the time of execution of the Escrow Deposit Agreement, the Issuer shalt furnish
to the Escrow Holder named therein appropriate documentation to demonstrate tbat the sums being
deposited and the investments to be made will be sufficient for such purposes. '
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Au. In Gcnernl. The Issuer at all times while the 1993 Bonds and the interest thereon arc outstanding
will comply witb all applicable provisions of the Internal Revenue Code of 1986, as amended (the "Code") and
any valid and applicable rules and regulations promulgated thereunder (the "Regulations") in order to ensure
that the interest on the 1993 Bonds will be excluded from gross income for federal income tax purposes.
B. Rebate. (1) The Issuer shall either make or cause an imlcpendent firm of certified public
accountants or tax compliance firm to make and promptly provide to the Issuer the rebate calculations
required by the Code and Regulations, on which the Issuer may conclusively rely in taking action under
tbis Section. The Issuer shall make deposits to and disbursements from separate accounts to the extent
required by the Code and Regulations and shall otherwise maintain full and complete accounting records
of receipts and disbursements of, and investment purchases and sales allocated to, the "gross proceeds"
subject to the rebate requirements of the Code and Regulations.. The requirements of this Subsection
may be superseded or amended by new calculations accompanied by an opinion of bond counsel
addressed to the Issuer to the effect that the use of the new calculations are in compliance with the
Code and Regulations and will not cause the interest on the 1993 Bonds to become included in gross
income for Federal income tax purposes.
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(2) The Issuer shall either make or cause an independent firm of certified public accountants
or tax compliance firm to annually make and promptly forward to the Issuer after the end of the Bond
Year and within the time required by the Code and the Regulations the computation of the rebate
deposit required by the Code, on which the Issuer may conclusively rely in taking action under this
Subsection. Records of the determinations required by this Subsection and the Code and Regulations
shall be retained by the Issuer until six (6) years after the 1993 Bonds are nQ longer outstanding.
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(3) Within the time required by the Code and Regulations following the end of the fifth Bond
Year, as defined in the Code, and every five (S) years thereafter, the Issuer shall pay to the United
States of America ninety percent (90%) of the rebate amounts calculated as of such payment date, as
shown by the computations of the Issuer or the certified public accountants or tax compliance firm, and
one hundred percent (100%) of the earnings on such rebate amounts as of such payment date. Not
later than sixty (60) days after the final retirement of each applicable series of 1993 Bonds, the Issuer
shall pay to the United States of America one hundred percent (100%) of the balance remaining of the
rebate amount and the earnings thereon. Each payment required to be paid to the United States of
America pursuant to this Subsection shall be filed with the Iniernal Revenue Service Center,
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Philadelphia, Pennsylvania 19255, Each payment shall he accompanied by a copy of the Form 8038
originally filed with respeclto each applicable series of 1993 Bonds and a statement summarizing the
determination of the amount to be paid (0 the United States of America.
SALE OF THE 1993 BONDS
The 1993 Bonds shall be issued and sold in such manner and at such price or prices consistent with 'the
provisions of the Act and the requirements of the Ordinancc, aU at one time or in installments, from time to
time, as the Issuer shan hereafter determine by resolution; provided that the first installment shaD be sold and
delivered only in an aggregate amount sufficient to effect the complete refunding program described in the
Ordinance; provided, further, that no installment aftcr the first installment shall be sold unless, at the time of
sale, the Issuer complies with aU of the requirements of Section 16 R of the Ordinance treating such installment
then being sold as if it constituted Additional Bonds under the Ordinance.
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CAPITAL APPRECIATION BONDS
For the purposes of (i) receiving payment of the redemption price if a Capital Appreciation Bond is
redeemed prior to maturity, or (ii) receiving payment of a Capital Appreciation Bond if the principal of all Bonds
is declared immediately due and payable under the provisions of the Ordinance, or (Hi) computing the amount
of the Maximum Bond Service Requirement and of Bonds held by the registered owner of a Capital Appreciation
Bond'in giving to the Issuer or the Trustee any notice, consent, request or demand pursuant to the Ordinance
for any purpose whatsoever, the prinCipal amount of a Capital Appreciation Bond shall be deemed to be its
Accreted Value.
MODIFICATION OR AMENDMENT
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No material modification or amendment of the Ordinance or of any ordinance or resolution amendatory
of the Ordinance or supplemental to the Ordinance may be madc without the consent in writing of (i) the insuror
under any insurance policy of the Issuer then in force which insures against nonpayment of principal of and
redemption premium, if applicable, and interest on, the Bonds, and (ii) the Registered Owners of two.thirds or
more in the principal amount of the Bonds then outstandingj providing, however, that no modification or
amendment sbaU permit a change in the maturity of the Bonds or reduction in the rate of interest thereon or
in tbe amount of the principal obligation thereof or affecting the promise of the Issuer to pay the principal of
and interest on tbe Bonds as the same shall become due from the Pledged Revcnues or reduce the percentage
of Registered Owners requircd to consent to any matcrial modification or amendment of thc Ordinance without
the consent in writing of any insuror and of all Registered Owners; provided further, however, that no such
modification or amendment shall allow or permit any acceleration of the payment of principal of or interest on
the Bonds upon any default in the payment thereof whether or not the insurar and Registered Owners consent
thereto.
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DEFEASANCE AND SUBROGATION
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(a) If, at any time, the Issuer shall have paid, or shall have made provision for payment of, the principal,
interest and redemption premiums. if any, with respect to the Bonds, then, and in that event, the pledge of and
licn on the Pledged Revenues and all covenants in the Ordinance in favor of the Bondholders shall be no longer
in effect. For purposes of the preceding sentence, deposit of Federal Securities or bank certificatcs of deposit
fully secured as to principal and interest by Federal Securities (or deposit of any other'securities or investments
which may be authorizcd by law from time to time and sufficient under such law to effect such a defeasance)
in irrevocable trust with a banking institution or trust company, for the sole benefit of the Bondholders, in
respect to which such Federal Securities or certificates of deposit, the principal and interest received will be
sufficient to make timely payment of the principal of, interest on, redemption premiums, if any, expenses and
any other obligations of the Issuer incurred with respect to the outstanding Bonds, shall be considered ~provisiou
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for payment". Nothing in the Ordinance shall be deemed to require the Issuer to call any of the outstanding
Bonds for redemption prior to maturity pursuant to any applicable optional redemption provisionst or to impair
the discretion of the Issuer in determining whether to exercise any such option for early redemption.
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, ,(b) In the event any of the principal and redemption premiumt if applicable, and interest due on the
Bonds shall be paid by an insuror pursuant to an insurance policy which insures against non-payment thereof,
the pledge of the Pledged Revenues and all covenants, agreements' and other obligations of the Issuer to Lbe
Registered Owners to whom or for the benefit of whom the insuror has made such payments, shall continue to
exist and the insuror shall be subrogated to the rights of such Registered Owners to the full extent of such
payments.
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PUBLICATION OF NOTICE OF REFUNDING
Within thirty (30) days after the delivery of the 1993 Bonds, the Issuer shall cause to be published onc
time in a newspaper published and of general circulation in the City of Clearwatert Florida, and a financial
journal published or circulated in the Borough of Manhaltant City and State of New York, a notice of the
advanc,? refunding of the Refunded Bonds. '
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SEVERABILITY OF INVALID PROVISIONS
If anyone or more of the covenants, agreements or provisions containr.d in the Ordinance shall be held
contrary to any express provisions of law or contrary to the policy of express lawt though not expressly prohibited,
or against public policYt or shall for any reason whatsoever be held invalid, then such covenants, agreements or
provisions shall be null and void and shall be deemed separable from the remaining covenants, agreements or
provisions and shall in no way affect the validity of any of the other provisions of the Ordinance or of the Bonds
issued under the Ordinance.
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SUPPLEMENTAL RESOLUTIONS
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The Issuer maYt by supplemental resolution fix the remaining fIScal details of the'Bonds and set forth
any provisions required in order to obtain municipal bond insurance. Pursuant to such supplemental resolution
the Issuer may make such covenants as it may determine to be appropriate with any financial institution that shall
agree to insure the Series 1993 Bonds. Such covenants shall be binding on the Issuer and the holders of the
Series 1993 Bonds the same as if such covenants were set forth in full in the Ordinance., '
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REPEALING CLAUSE
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All ordinances or resolutions or parts thereof of the Issuer in conmct with the provisions contained in
the Ordinance arc. to the extent of such conmct, superseded and repealed by tbe Ordinance.
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Appendix D
INFO RM A TION ABOUT AMBAC INDElVINITY CORPORATION
The infonnation set forth below was fumished by AMBAC Indemnity COIporation. No
representation is made herein as to the accuracy or adequacy of the infonnation or as to the
absence of material adverse changes in the infonnation subsequent to the date of this Official
Statement.
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AMBAC Indemnity Corporation ("AMBAC") is a Wisconsin-domiciled stock insurance
corporation, regulated by the Office of the Commissioner of Insurance of the State of Wisconsin
and licensed to' do business in 50 states, the District of Columbia and the Conunonwealth or'
Puerto Rico with admitted assets of approximately $1,600,000,000 (unaudited) and statutory
capital of approxiniately $926,500,000 (unaudited) as of December 31, 1992. Statutory capital
consists of AMBAC's policyholders' surplus and statutory contingency reserve. AMBAC is a
wholly owned subsidiary of AMBAC Inc., a 100% publicly-held company. Moody's Investors
Service, Inc. and Standard & Poor's Corporation have both assigned a triple-A claims-paying
ability to AMBAC. '
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; Copies of AMBAC's financial statements prepared in accordance with statutory accounting
standards arc available from AMBAC. The address of AMBAC's administrative offices and its
telephone number arc One State Street Plaza, 17th Floor, New York, New York, 10004 and
(212) 668-0340. .
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AMBAC has entercd into pro mta reinsurancc agreemcnts under which a percentage of the
insurance underwritten pursuant to certain municipal bond insurance programs of AMBAC has
been and will he assumed by a number of foreign and domestic unaffiliated reinsurers.
AMBAC has obtained a m ling from the Intemal Revenue Service to the effect that the
insuring of an obligation hy AMBAC will not affect the treatment for federal income tax
purposes ofinteresl on slIch obligation and that insurance proceeds representing maturing interest
paid by AMBAC \lndcr policy ilrovisions substantially identical to those contained in its
municipal bond insurance policy shall be treated for federal income tax purposes in the same
, maniler as if slIch payments wcre made by the issuer of the bonds.
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AMBAC makes no rcpmscntation rcgarding the Series 1993 Bonds or, the advisability of
investing in the Serics 1993 Bonds and makes no representation regarding, nor has it participated
in the prepamtion oC the Official Statcment other lIlan the infonnation supplied by AMBAC and
presented under the hcading IIMunicipal Bond Insurancell and in this Appendix D to the Onicial
Statement.
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APPENDIX E
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Upon delivery of tbe Series 1993 Bonds In dennltlve fonn, Brynnt, Miller nnd Olive, P.A., Bond
Counsel, proposes to render Its nnnl approving opinion In substantially the following Conn:
[Date of Delivery of Series 1993 Bonds]
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City Commission
City of Clearwater
Clearwater, Florida
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CITY OF CLEARWATER, FLORIDA
WATER AND SEWER REFUNDING REVENUE BONDSJ SERIES 1993
Ladies and Gentlemen:
We have acted as bond counsel in connection with the issuance by the City of ClearwaterJ Florida (the
~Issuer~), of its $ Water and Sewer Refunding Revenue BondsJ Series 1993 (the "Series 1993 Bonds")J
pursuant to the Constitution and laws of the State of FloridaJ Chapter 166, Part IIJ Florida Statutes, and other
applicable provisions of law, Ordinance No. 3674-84, enacted by the City Commission of the Issuer on August
2, 1984J as amended and supplemented (the "Original Ordinance") and Ordinance No. 5118-91, enacted by the
City Commission of the Issuer on August 15, 1991, as amended and supplemented (the .Series 1993 Ordinance"
and together with the Original Ordinance, the .Ordinance~). Any capitalized undefmed terms used herein shall
have the meaning sct forth in the Ordinance.
As to questions of fact material to our opinionJ we have relied upon representations of the Issuer
contained in the Ordinance 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, examinationJ investigation or inspection of such matters and have relied solely on the facts,
estimates and circumstances described in such proceedings and certifications. We have assumed the genuineness
of signatures on all documents and instrumentsJ the authenticity of documents submiued as originals and the
conformity to originals of documents submiUed as copies.
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We have not been engaged or undertaken to review the accuracy, completeness or sufficiency of any
offering material relating to the Series 1993 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 statement
used in connection with the sale or delivery of the Series 1993 Bonds. Furthermore, we are not passing on the
accuracy or sufficiency of any CUSIP numbers appearing on the Series 1993 Bonds. In additiont we have, not
been engaged to and, therefore, express no opinion as to compliance by the Issuer or the underwriter with any
federal or state statute, regulation or ruling with respect to the sale and distribution of the Series 1993 Bonds.
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In rendering this opinion, we have examined and relied upon the opinion of even date herewith of M.
A. Galbraith, Jr., Esquire, Counsel to the IssuerJ 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 1993 Bonds and the
compliance by the Issuer with all conditions precedent to the issuance of the Series 1993 Bonds.
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
1993 Bonds.
3. Thc Intcrnal Rcvenue Codc of 1986, as amended (the "Code"), establishes certain requirements which
must be met subsequent to the issuance and delivery of the Series 1993 Bonds in order'tbat interest on the Series
1993 Bonds be and remain excluded from gross income for purposes of federal income taxation. Non.compliance
may cause interest on the Series 1993 Bonds to be included in federal gross income retroactive to the date of
issuance of the Series 1993 Bonds, regardless of the date on which such non.compliance occurs or is ascertained.
The Issuer has covenanted in the Ordinance to comply with such requirements in order to maintain tbe exclusion
from federal gross income of the interest on the Series 1993 Bonds.
The Series 1993 Bonds do not constitute a genernl obligation or indebtedness of the lssucr within the
meaning of any constitutional, statutory or other limitation of indebtedness and the holders thereof shall never
have the right to compclthe exercise of any ad valorem tllxing power of the Issuer or taxation in any form of
any real or personal property for tbe payment of the principal of or interest on the Series 1993 Bonds.
The opinions set forth below arc 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 arc of the opinion, as of the date of delivery of and payment for tbe
Series'l993 Bonds, as follows:
1. The Ordinance has been duly enacted by thc Issuer and constitutes a valid and binding obligation
of the Issuer enforceable upon the Issuer in accordance with its terms.
2. The Series 1993 Bonds have been duly authorized, executed and delivered by the Issuer and arc valid
and binding special ob\igations of the Issuer enforcenb\c in accordance with their terms, payable sole\y from the
sources provided therefor in the Ordinance.
1 . ~
Subject to compliance by the Issuer with the aforementioned covenants, (a) interest on the Series 1993
Bonds is excluded from gross income for purposes of federal income taxation, and (b) interest on the Series 1993
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 purposcs),
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 1993 Bonds.
4. The Series 1993 Bonds arc exempt from intangible taxes imposed pursuant to Chapter 199, Florida
Statutes.
In rendering the opinions set forth above, we arc relying upon the arithmetical accuracy of certain
computations prepared by Smith Barney, Harris Upham & Co. Incorporated and verified by
It is to be understood that the rights of the owners of the Series 1993 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, reorgani7.iltion, moratorium and other similar laws
affecting creditors' rights heretofore or hereafter enacted.
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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 circumstances change after
the date hereof.
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Very truly yours,
I ~':
DRYANTl MILLER AND OLIVE) PA.
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IMBAC,
APPENDIX F
/\Ml\AC IndemnllY Currot'Jrlon
do CT CI,lfllm,uilll1 Syslems
.\,\ Em ~lifmn St.. Mildistlo. Wisconsin 53703
t\llminiumti\lc orncc:
Ooc SWc SlrCf( "'~1~, New \luk, NY !OOO4
'1l:lcllI1l11ll': (~12) 66N.O.HO
Municipal Bond Insurance Policy
Issuer:
I\lllq' Numher:
Boods:
I'wllliull1:
AMBAC Indcmnit), Corporation (AMBAC) A, Wis,consin Stock Insurance Company
in comidemdon of thl' p"ymenl of rhe premium amI \UhjcCl ltI flu: ll'rnn of this Policr. hereby aHrees w pay I
Compao)' uf New YOfk, as tfustec, or its SUCCessor (the "Insurance Ttu511'e"), for the benefit uf Boo Ider t
cil)alllf and interesl Un the nhO\'e-descrilwd Ill'll! uhliH,llioos (1Ill" "Bonds") whkh sh'llI been me Due Ii. ayn Ii
teason of Nonpayment by the Issuer" '
hMl3hC will make such payments 10 the Insurancc TrUSlee wilhin one (I) husilll'SS d,l'
ment: Upoo a Bun,lhoklcr's I'r,,'Sel1l,ltinn ,lnd surrendet to lhe InsUt,lIIce Truslee of suc
cancekd ;znd ill /x',lfl'r J<1rm ,lIId (1(.'1: 1>( .IIIY ;l,lvNst, cbim, rhe 11l5lllJIICC Trustct,
'[Hincipal amI intete5~ which is then DUt, l'lf P,lt'lIICrU hUl is ulll':lir.l, Upun SIll'
sllttemleter.l lIunds and ~OllpOUS :lnJ sh,llI hI.' tull~' 5UhrO~111e,1 III all 01' II ' 1111111 I
In cl,ses whete lhe Bunds I1rc bSIl.lhle unit' hi ,I !lltrn \\hetehy prin'cil 'p.' b odholders or lheir assigns., thc
InSUt',lOce Trusuie shall <Iisbnrw ]ltinrip,11 ll, a Dondhuldet '\5 afi 'd J 1U :md ~urrentler 10 the Insurance TruStce
nf the unpaill !lond. urU::lllccled ,lUll (rce of ,lnt' ,ul\ler5L' claim, illS u u( :lssi~nlllCnl, in (orm satisfaCtory Co lhe
lusunlllw Trustee, <lult' exel'ute.! hy the BOllllhnl<ler III n ,cd rel'te5eutarivc, 5U ,15 lC1 I>crmit ownership of
surh Ilmu! to be f1'gislered in the n:lllle of AMIlAC or il III 'e n ses 'h l: unt.\s ..re 155n;lhle only in a form whereby intetest
is payahle III rl'/.\islCted Ilundholders ',r their assi 'IlS, lh Jnsu ,Ioce 1 SIt s <Ibburse inlcrest 10 .. I\ondhnlder as aforesaid only
, upun presentatlolJ lC1 the Insurancc Trustee of p al lht laima Ih 'un cIldded l(llhe p"Ylncnl of illlereSlon the Dond and
,[elivcry In Ihe Insnfance Ttust(e uf an ill of ssif: men I ;1 liltll satis(;lcwry 10 lhe !J15nr.lnCC lrnslee, duly executed by che:
daim..nt lIondhul,ler tlr sut'h Bn'ldhulder', lul Jut! '/.e ep a 1.', tmnsferring III AMBAC ..II tights undet such Dond 10 leceive
lhe inletest in !eSJle\:l IIf which tilt' ' 'u 'mt' ,Idl', AMBAC shall hI.' suhru';'Ill'<1 III 1111 rill' BOllllholders' rights 10
I'IIYIOClIl 011 reHistcfl',1 BUlld~, tl Ie ell! ins' 'e djshur~l.'ml.'llls so Ill,ldc, <
In Ihe l'Vl'lll thl.' lrU~lee II! lIyi~\1 llf princill:ll of or ilHerest on a Bond which has
ht'mtlle Due I'lf P,It'1ll ' I li~' 'to 1I iJ HIlder by 'If un hl'llillf nf till' Issuer of the Unnds h:ls hl.'en deeme.! .. preferential
I runsrer and liu.:rer )fl' , veri fn 115 I'l'l\iMI.' e,1 uwrll.'t pursU.Hll III lhe Unil!.'.! Sl,lIl'S "'Inkruplt'y Cnde in accurdllncc with a final t
nun~ppt';llllhlc or.! I I II ~u ,. < 1111 tem jurist/inilln, sud. 1l'J.:isCl.'lnl uw/wr willIit' l.'/lrirll.'J ru 1',IYllll.'nt rwtll "MIMC m Iht, elll,..nr
uf such recovert' 'SI" lent fu Is ue 1<11 olhe!wisl' il\',.iIOlhle,
As used hell.'in, !lH' lOll 111 der ml.'ans uny p!.'rsnn mher thiln rfw ISSUt'f II'ho, (I{ the dlllt' I.r'Nllnp,IYIIWnt, is lllL' llWnl'r of a Bond
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AGENDA
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Clearwater City Commission
Agenda Cover Memorandum As I
CONSENT ._
rt em II
Heetfng Dote: 4/15/93
ao
SUBJECT:
Lease Agreement School Board Property on Holt Avenue
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RECOMMENDATION/MOTION:
Approve the lease agreement of a portion of the curtis Fundamental/Clearwater
Comprehensive school Complex., located on the east side of Holt Avenue, from
Pinellas County School Board from May 1, 1993 to April 30, 1994, subject to
approval by the school Board of Pinellas County
~ and that the appropriate officials be authorized to execute some.
BACKGROUND:
The Pinellas County School Board has again offered a lease to the city of
Clearwater of school property on the east side of Holt Avenue at the curtis
Elementary School complex. In use since 1972 as a location for temporary emergency
housing, the property is then sub-leased by the city to the Religious Community
Services, Inc. (RCS) which operates the emergency transitional housing program.
The School Board has requested that the city act as a conduit for this property
lease because this project specifically benefits the city of Clearwater.
Presently, Res has 14 mobile homes located on the site. Families needing this type
of emergency shelter are able to stay in the mobile homes for periods up to 60
days. This short term, emergency housing program is a major element of the
emergency shelter and food network in the community.
The terms of this one year agreement are similar to those of last year's lease.
No cost is borne by the city. ReS has been discussing the possibility of a longer
term arrangement for the use of this property so they could make some major
improvements to the housing facilities. However, as noted in paragraph K of the
leaseJwhich is the only change, the School Board is considering expanding its
parking area for the school perhaps even during the period of this lease and is
not interested in a longer term agreement. Res is aware of this. As a consequence
of this, RCS may request an alternate property site to lease from the city should
the School Board proceed with its parking lot plans. .
Anticipating commission approval and execution on April 15, 1993, the lease is now
scheduled for School Board action on Wednesday, April 28, 1993.
Revf ewcd by:
Legal
Budget
Purchasing
Rfsk MgRlt.
CIS
ACH
Other
orIgInatIng Dcpt:
Adnlnfstrativ
Costs: N/A
Total
User Dcpt:
Current Fiscal Yr.
~issfon Action:
'~ Approved
o Approved w/conditions
o Denied
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Date:
Paper:
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Fl.Ilding Source:
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A ttocluacnts:
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Appropriation Code:
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LEASE AGREEMENT
THIS LEASE AGREEMENT. made and entered into this
day of
,'~ .
1993, by and between the SCHOOL BOARD OF PINELLAS COUNTY,
,
FLORIDA" hereinafter referred to as "Lessor" and the CITY OF CLEARWATER,
FLORIDA, a municipal corporation, hereinafter referred to as "Lessee.1I
WITNESSETH
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WHEREAS, there is need for emergency' housing and a transitional
housing program to meet, the em~rgency housing, situation existing in Clearwater,
Pinellas Gounty, Florida; and
WHEREAS, the Lessee is' ~esirous of continuing an emergency housing
program but is without a suitable site for same; and
, ,
WHEREAS, the Lessor is desirous of providing assistance to the City of
Clearwater, Florida. and is possessed of a suitable site for the location of
. said emergency housing program;
NOW, THEREFORE, in consideration of the covenants herein contained,
and other good and valuable consideration, the Lessor hereby lea~es to the Lessee
and the Lessee hereby leases from the Lessor according to the terms. conditions,
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and covenants herein contained, the following described premises located in the City
of Clearwater, Pine lias County, Florida, to wit:
That portion of the Curtis Fundamental-Clearwater Discovery School
Complex which is located on the East side of Holt Avenue from the
fenced in area which is currently being used by Clearwater
Comprehensive, Northward to Engman Street.
1. The term of this lease shall be for the period of one (1) year beginning
May 1, 19931 and ending on the 3Oth'day of Aprill 1994.
2. The leased premises shall be used for the following purposes and
under the following terms and conditions:
a. The leased premises shall be used for the purposes of locating
,
thereon house trailers to accommodate an emergency transitional housing program.
b. The Lessee, unless indicated by prior written agreement, shall have the
exclusive use of the leased premises for the duration of this lease and the Lessee
. agrees to use the property in a manner which will not interfere with the educational
programs at Curtis Fundamental-Clearwater Discovery.
C. The Lessee is to provide all maintenance and upkeep of the premises
and structures located thereon and hereby covenants and agrees to keep and maintain
the premises in good condition and repair during the term of this lease, and to exercise
alf reasonable diligence in making certain that the premises are maintained in a
condition safe for human habitation. The Lessee is to provide sewer, water and
electrical service to the premises' at its own expense and shall leave said utilities at or
on the premises upon expiration or termination of this lease.
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d. The Lessor covenants and agrees to allow the Lessee peaceful and
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quiet enjoyment of the premises during the term hereof.
8. The Lessee fLirther covenants that it will protect 'all persons entering
upon said premises during the term of this lease and save the Lessor harmless and
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thereby indemnify the L~ssor on account of the negligent acts of its employe.t3s or
agents or on account of any unsafe conditions that may exist 'as a result of the
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negligent operation of the said housing program. The Lessee agrees to be responsible
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for the safety of its own invitees in the case of accidental injury.
f. The Lessor covenants that it has good right to lease the premises, will
warrant and defend the title thereto and will indemnify Lessee agai~st any damage and
expense which Lessee may suffer by reason of any lien, encumbrance, restrictio~ or
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defect in title.
g. The Lessee further covenants and agrees to pay all bills incident to the
maintenance of the housing program, including, but not limited t6, sewer, water, and
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electricity.
h. The Lessee furt~er covenants and agrees not to remove or destroy'
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any existing trees or shr,ubbery on said premises and to restore said premises to its
original condition upon the expiration or termination of this lease.
i. Either Lessor or Lessee may cancel this lease upon si?<ty, (60) days
written notice to the other. ,
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j. The leased premises may be used by Lessor for overflow parking for
',Curtis Fundamental Elementary School and Clearwater Comprehensive Middle School
, activities as may be necessary from time to time. Specific questions regarding parking
on the leased premises may be resolved by the principal of either school and the
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Lessee's city manager, or their designees.
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facilities on the leased premi~es for the exclusive u~e of Lessor's programs. Lessor will
, give Lessee at least 90 days written notice prior to constructi~g said parking facilities.
I I., It is hereby mutually agreed between the ,parties hereto that'in the event
of unforeseen questions arising from the use of the premises by the Lessee, then said
questions will be resolved by 'mutual agreement betwe'en the Superintendent of Schools
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of .Pinellas County, Florida, and the City Manager of the City 6f Clearwater..Florida, or
their designees.
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iN WITNESS WHEREOF, this Lease Agreement is executed as of'the date'.
first above written.
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CITY OF CLEARWATE'R, FLORIDA
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Mayor-Commissioner
By
City Manager'
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Approved as to form and
corrections:' '
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City Attorney
By
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SCHOOL BOARD OF PINELLAS
, COUNTY, FLORIDA
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Witnesses as to Lessee:
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Approved as to form:
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Clearwater City Commission
Agenda Cover Memorandum
crmSENT
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Hcotlng Oato: 4/15/93
A s ;;l.. ~1
SUBJECT:
Sub-Lease Agreement with Religious Community service for Holt Street School Board
Property
RECOMMENDATION/MOTION: Approve the sub-lease agreement of a portion of the curtis
Fundamental/Clearwater Comprehensive school Complex, leased by the city from
Pinellas County School Board, to the Religious Community service from May 1, 1993
to April 30, 1994, subject to approval of the lease agreement between the city and
the School Board by the Pinellas County School Board
~ and that the appropriate offfcials be authorized to execute same.
BACKGROUND: The Pinellas County School Board is again entering into a lease with
the city of Clearwater for school property on the east side of Holt Avenue at the
curtis Elementary School complex. In use since 1972 as a location for temporary
emergency hous ing , the property is now to be sub-leased by the city to the
Religious community Services, Inc. (RCS) which operates the emergency transitional
housing program. Presently, RCS has 14 mobile homes located on the site. Families
needing this type of emergency shelter are able to stay in the mobile homes for
periods up to 60 days. This short term, emergency housing program is a major
element of the emergency shelter and food network in the community. The School
Board has requested that the city act as a conduit for this property lease because
this project specifically benefits the city of Clearwater.
The terms of this one year sub-lease agreement are similar to those of last yearrs
sub-lease with the Religious community Services. As in the past, no cost is borne
by the city for the sub-lease with Res. The present sub-lease with RCS expires on
April 30, 1993. This lease includes a new article (paragraph 3d) which states the
possibility that the School Board may want to construct permanent parking
facilities on the leased premises during the time period covered. As a consequence
of this, RCS may request an alternate property site to lease from the city should
the School Board proceed with its parking lot plans.
Approval of the sub-lease of the property to the RCS is subject to approval of the
primary lease of the property to the city by the School Board. This item is
scheduled for School Board action on Wednesday, April 28, 1993. Approval of the
sub-lease by the Commission will allow continuation of the RCS emergency housing
program at the Holt Avenue site, effective May 1, 1993.
Revi ewcd by:
Legal
Budget
Purchasing
Risk Hgmt.
CIS
ACH
Other
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N A
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Originating Dopt:
AdmintGtrative Services
vlin- r"v'
Costu: N/A
TotD I
User Dopt:
Current Fiscal Yr.
,~isslon Action:
,.~ Approved
a Approved W/condltions
o Denied
o Continued to:
Advertised:
Doto:
Paper:
~ Not Requl red
Affected Parties
o Notified
C!J Not Requl red
FLnding Source:
D Copltal 1"lI.
o Opcratlng.
o Other
A ttac:hlllcnts :
Sub-Leose Agreement
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Appropriation Code:
o None
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SUB-LEASE AGREEMENT
THIS LEASE AGREEMENT ~ made and entered into this day of
~ 1993~ by and between the CITY OF CLEARWATER, FLORIDA"
hereinafter referred to as the ItLessorJ'\ and RELIGIOUS COMMUNITY SERVICES, INC., a
Florida non-profit corporation, hereinafter referred to as the "Lessee; II
WITNESSETH:
WHEREAS~ there is a need for emergency housing and a transitional housing program
to meet the emergency housing situation existing in Clearwater, Pinellas County,Florida; and
WHEREAS, the Lessee is desirous of sponsoring an emergency housing program but is
without a suitable site for same; and
WHEREAS, the Lessor is desirous of providing assistance to the citizens of Clearwater
and is the Lessee of a suitable site for the location of said emergency housing program;
NOW, THEREFORE, in consideration of the covenants herein contained; of the granting
of this lease and of the sums paid or, to be paid' hereunder ~ the Lessor hereby leases to the
Lessee and the Lessee hereby leases from the Lessor according to the terms, conditions and
covenants herein contained~ the following described premises located in th~ City of Clearwater~
Pinellas County ~ Florida~ to wit:
That portion of the Curtis Fundamental-Clearwater Comprehensive School
Complex which is located on the east side of Holt Avenue from the fenced-in area
which is currently being used by Clearwater Comprehensive northward to
Engman Street.
.\
1. The term of this lease shall be from May 1, 1993, to April 30~ 1994.
2. The Lessee hereby covenants and agrees to pay rental therefor in consid~ration
of the covenants contained herein and other good and valuable consideration, receipt of which
is'hereby acknowledged by the Lessor.
3. The leased premises shall be used for the following ,purposes and under the
following terms and conditions:
a. The leased premises shall be used for the purposes of locating thereon
house trailers to accommodate an emergency transitional housing program.
b. The Lessee, its agents and assigns, shall have the use of the leased
premises for the duration of this lease, and the Lessee agrees to use the property in a manner'
which will not interfere with the educational' programs at Curtis Fundamental or Clearwater
Comprehensive.
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c. The leased premises may be used by persons attending activities at Curtis
Fundamental Elementary School and Clearwater Comprehensive Middle School as may from
time to time be necessary. Specific questions regarding parking on the leased premises may be
resolved by the principal of either school,. the Director of Emergency Housing Program,
Religious Community Services, Inc. J and the City Manager or his designee.
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!h It is understood that the Lessor may construct permanent parking facilities
on the leased premises for the exclusive use of Lessor's programs. Lessor will give Lessee m
least 90 days written notice prior to constructing said parking facilities.
e. The Lessee is to provide all maintenance and upkeep of the premises and
structures located thereon and hereby covenants and agrees to keep and maintain the premises
in good condition and repair during the term of this lease and to exercise all reasonable diligence
in making certain that the premises are maintained in a condition safe for human habitation in
conformance with all applicable laws. The lessee is to provide sewer, water and electrical
service to the premises at its own expense and shalllcave said facilities at or on the premises
upon expiration or termination of this lease.
f. Lessee hereby affirms its intention to take any and all such actions that are '
reasonable and prudent to comply with the Americans With Disabilities Acto of 1990 (known
as the ADA).
g.. The Lessee covenants and agrees not to bring upon, store or generate upon
the City's property or the structure itself any substance classified by state or federal government
authority as a toxic or hazardous material. Lessee further agrees that it shall comply with all
governmental and other laws, rules, regulations, code, and statutes including, but not limited to
federal, state, county and municipal as they relate to storage, use and disposal of any substance
whether toxic or non-toxic, whether such substance is a manufactured or man-made substance
and whether the same is a natural substance or man-made.
h. The Lessor covenants and agrees to allow the Lessee peaceful and quiet
enjoyment of the premises during the term hereof.
1. The Lessee further covenants that it will protect all persons entering upon
said premises during the term of this lease and save the Lessor harmless and thereby indemnify
the Lessor on account of the negligent acts of its employees or on account of any unsafe
conditions that may exist as a result of the negligent operation of the said housing program. The
Lessee agrees to be responsible for the safety of its own invitees in the case of accidental injury.
In addition, during the term of the lease, the Lessee shall at Lessee's expense obtain and
maintain insurance coverage conforming to the requirements in Exhibit A attached hereto.
j. The Lessee further covenants and agrees to pay 'all bills incident to the
maintenance of the housing program, including but not limited to sewer, water and electricity.
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k. The Lessee further covenants and agrees not to remove or destroy any
, existing trees or shrubbery on said premises and to restore said premises to its original condition
upon the expiration or termination of this lease.
2
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1. Either the Lessor or the Lessee may cancel this lease upon forty-five (45)
days written notice to the other.
m. It is hereby mutually agreed between the parties hereto that in the event
of unforeseen questions arising from the use of the premises by the Lessee, said questions will
be resolved by mutual agreement between the Superintendent of Schools of Pinellas County,
Florida, the City Manager of the City of Clearwater, Florida, and the lessee's Director of the
Emergency Housing Program. '
, ,
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WITNESS our hand and seals the date first above written.
CITY OF CLEARWATER, FLORIDA
Coun tersigned:
Rita Garvey
Mayor-Commissioner
By:
Michael J. Wright
City Manager
. . .'~
Approved as to form and correctness:
t".
I
Attest:
"
M.A. Galbraith, Jr.
City Attorney
Cynthia E. Goudeau
City Clerk
WITNESSES:
,
RELIGIOUS COMMUNITY SERVICES, INC.
By:
President
Attest:
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, INSURANCE REQUIREMENTS
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1. Liability Insurance. The Lessee shall maintain:
a.' Comprehensive General Liability Insurance' to include premises/operator liability and '
electrical liability in an 'amount not less than $500,000 combined single limit Bodily
Injury Liability and Property Damage Liability. ' ' , .
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b. ,Worker's Compensation Insurance applicable to its employees for sta~utory coverage
limits in compliance with Florida laws. '
2. Additional Insurance. The City is to be specifically included as an additional insured on
, all liability coverage described above.
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3. Notice of Cancellation or Restriction - All policies of insurance must be endorsed to
provide the City' with ten (10) days notice of cancellation or restriction: '
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PINELLAS COUNTY
, SCHOOLS
ADMINISTRA'fION BUILDING
, JOl4th Slr~'et S.W,
" 'P,O, Bux 2~14l
" Lllll:u. FL14M9.2942
: .. (1l13) 586.181B '
", !FAX,(813)58/i.62in
:~'. School Board of
Plnellas County,
':. . Florida
April 15, 1993
, ' Chlllrm~n
'!: 'Lee Benj.lInln
, Vlce.Chalrman'
. Corinne Freenlall
Mr, Michael Wright, City Manager
City of Clearwater
P.O. Box 4748
Clearwater, FL 34618
" ' BarbllrnJ.Crnd~lI
" SUfo.l11 1-nt\'llla
,', 'LInda S.lemcr
': John Sonl:Ulnell
'Andrea M. Th~c~er
Subject:
, "
Lease of School Board Land To The City Of Clearwater F9r.
Use By Religious Community Services (ReS)
, :' Supcrilllel1lleat
, " J:l'1{JwaTlll'line~lcv. F.dD.
Dear Mr. Wright:
Since '1972, we have'leased a strip of school board land (on the east' side
of H~lt Ave., across the street from Curtis' Fundamental) to the city of
Clearwater. The city makes this land available to Religious Community
Services (ReS) as a location ,for mobile homes that serve as temporary
emergency housing.
As you probably know, the land made available to ReS is just a' portion of
one school board-owned site that services the needs of Clearwater
Discovery Middle School, Curtis Fundamental Elementary. School.'
Community Pride Child Care' Center and the city's Martin Luther King
Recreation 'Center. Unfortunately, the various program needs are
outgrowing the land that is available t9 accommodate them.
Our area maintenance staff will be utilizing a portion of the Holt Avenue
property currently used by RCS,' to provide additional staff a'nd visitor
parking for Curtis Fundamental. We will attempt to ,minimize the impact on ,
the trailers of ReS.
'/
,We cannot, therefore, extend the terms of the lease to a'multi-year contract,
as requested in'Mr. Lewis' letter of February 9,1993 (see attached). We will
present the . agreement 'to the School Board for consideration of an
additional one (1) year term, but language 11as been added to clearly'state .
our Intention to place school district parking facllities on this land. p~rhaps
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Mr. Michael Wright, City Manager
City of ,~learwater ,
April 12, 1,993, '
page two 'c'
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as early as the 1993/94 school year. We have advised Mr. L.:ewis of this prospect and we,;
will endeavor to give Res as' much notice C!ls possible to minimize the potential imP?lct, ' '
on the programs of RCS. " , ',' "', . ,,',' ' ',' ~
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If you have any questions, please call me or Steve Fairchild at '588~6309.
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, ' Jim Miller, c' c
Director, Real Property Management
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. attachment: Francis W. Lewis' 2/9/93 letter
, 'plat' map',
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Steve Fairchild, Real Property/Facilities Specialist, ,
Francis W. Lewis, Executive Director of Religious Community Svcs..
Claudia Stewatt, Principal, Curtis Fundamental,' ' ,', ,
Bill, Williamson, Area I Superintende!1t
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RCS Emergency Housing
, 1115 Holt Avenue
Clearwater, FL 34615
446-5964
Res Food Pantry
,210 So. Ewing Avenue
" Clearwater, FL 34616
443-4031 '
'RCS Spouse Abuse Shelter
Post Office Box 37
Clearwater, FL 34617
441-4128
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ReS The Stepping Stone
158 RIdge Road N.W.
~o, FL 34640
581-7882
Res Furniture Warehouse
210 So. Ewing Avenue
Clearwater, FL 34616
445-9439 '
SUPPORTED PROJECTS:
Adopt-A-Grandchlld
541-7441
Free Clinic:
447-3041 '
Quellt Inn
443-2067
Residential Services
799-3330
Samaritan Center
447-4407
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1855 Hl,ghland Ave., S. . Clearwater, Florida 34616
Telephone (813) 684-3628
February 9, 1993
...~1't1llT
\101111893
Mr. Stephen Fairchild
Pinellas county Schools
Administration Building
P.o. Box 2942
Largo, FL 34649
Dear'Mr. Fairchild:
This letter is to follCMUP on our telephone conversation
last week regarding the robile homes that have been used
for years to house hcxneless families on the 1120 Holt
street property, owned by the School District.
As you are aware, the age and deteriorating condition of
the mobile hanes is such that our maintenance costs have
becane' exorbi tant. We are actively considering their
replacement with new mobiles, or p:lssibly m:dular units,
if the latter are acceptable to the School Board and city
of Cleaxwater. We are reluctant to proceed wi th request-
ing RCS Board approval for a capital outlay of this
magni tude without the protection of longer-term control
of the property, other than our current year-to-year
renewable lease.
I have sp:lken to b:>th Eleanor Breland and Allen Mahan
of the City of Clearwater al:out this request. I think
we can all ~rk texjether to cane up with a reasonabl~
solution to this issue.
Since~~
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Executive Director
FWL/cam
cc: Earl Mease
Mary 'Ann Drew
Donald Jass
Eleanor Breland, City of Clearwater
Allen Mahan, City of Clearwater
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Elementary School
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Middle School
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CLEARWATER CITY COMMISSION Q. . .~~
Agenda Cover Memorandum .A 5.;.,1 lIem II /157 '
CONSENT "Meellng Date: 04 Y3
Subject:
ANNUAL ENVELOPE CONTRACT
Recommendation/Motion:
Extend the contract with Tampa Envelope Manufacturing, Tampa, Florida, for
the period of 05/14/93 - 05/13/94 for the purchase of envelopes at an
estimated cost of $15,000,00
[]I and that the appropriate officials be authorized to execule same.
BACKGROUND:
The City centrally procures envelopes that are utilized by all departments
in order to obtain quantity. pricing. This contract consolidates all
envelope procurement with the exception of low volume special order items
that are not procured on a regular basis.
This is the first extension of the contract as authorized in the general
conditions of the original bid. There will be no change in either price or
terms. One additional renewal option remains. Total expenditures for
envelopes under the current contract are $12,096.04, as of April 6, 1993.
The current contract expires May 15, 1993.
Purchases under this contract will be charged to the inventory operating
code .and charged to the various department's operating budgets as inventory
is disbursed. Funding for this contract is budgeted in the various
department's FY 92/93 operating budgets. The manager's FY 93/94 operating
budget will include sufficient funds for the balance of this contract. The
available combined office supplies/operating supplies budget balance is
$1,934,532.00 as of March 29, 1993.
Contract Period: May 14, 1993 - May 13, 1994.
Reviewed by:
Legal N/A
Budgel _~
Purchasing -'-
Risk Mgmt__r.N
DIS N A
ACM
Other
$6-,OOO~Q~_n_
Curront FY
Funding Sourco:
i.'J Capl. Imp.
PC] Operating
1'.1 Othor _.______
Attachments:
Extension letter
Costs:~h..~15JQ7J.Q2.
TOlnl
Originating Dept.:
Administrativ
User Cap":
Various
Advertised:
Dato:
Poper:
C\l Not requlrod
Affected parties
[] Notified
Dil Not roqulred
Com~lsslon Action:
.?rApprovod
I..J Approvod w/conditlons
[] Denied
I J Continued 10:
Appropriation Code:
555-ffiXX}-1411
[] Nono
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TAMPA ENVELOPE INC.
manufacturing 8. paper company
8502 N. '54th St. · Tampa, FL 3381 b (818) 821-2408
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March 12th 1993
Attn: Michael Murray,
City of Clearwater - Purchasing Dept.
P.O. Box 4748
Clearwater, FL 34618-4748
RE: Purchase ,Order 3889-92
Bid # 82-92
, Dear Mr. Murray:
Thank you for your envelope business for the past several year~.
We'appreciate'being able to serve you and would like to offer the
City 9f Clearwater continuation and extension'" of the above '
referenced Bid and Purchase Order.
"
We will offer the same unit prices and quality on the quantities
as quoted last year. If changes are made we, will accept all
changes to format and quantities within reason.
We look forward to working for you this coming Contract period.
If you have any questions, please do not hesitate to contact me.
..
Sincerely,
%ea1UL ~~<LC
'Alana LaRose
Sales Manager
cc:, George E. McKibben
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~~ CLEARWATER CITY COMMISSION
g~ Agenda Colier MemorandumAS
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Subject: '
ANNUAl. OFFICE SlJPPI. Y C(JlffiACT
~'3
.1 Item fI
" Mealing Data: 04/15/93
Recommendation/Motion:
Extend the contract to Tampa Office Supplies, Tampa, Floridat for the period OS/22/93 -
05/21/94, for the purchase of miscellaneous office supplies at a standard discount of 55%
from catalog list price at an estimated cost of $80,000.00
~ and that the appropriate officials be authorized to execute same.
BACKGROUND:
All departments purchase office supplies that are required by their individual departments.
Each department orders and receives supplies directly from the vendor as needed, then
authorizes payment. To assure the best price available, bid specifications requested
standard discount from either one of two approved industry standard catalog list prices.
Electronic items and furniture are excluded from this contract.
This is the first extension of the contract as authorized in the general conditions of the
original bid. There will be no change in either price or items. One additional renewal
option remains. '
For information only...Pinellas County receives 52.3% discount (Tampa Office Supplies);
City of Largo - 51% (Allstate Office Supplies); and St. Petersburg - 30% (Allstate Office
Supplies). Clearwater receives a larger discount than otllers because of the close
proximity of deliveries and rapid payment history.
Purchases under this contract will be charged to various department's'operating' budgets. as
purchases are made. Funding is budgeted in various department's FY 92/93 operating budgets.
The manager's FY 93/94 operating budget request will include sufficient funds for the .
balance of this contract. The available combined office supplies/operating supplies budget
balance is $1,934,532.00 as of March 29, 1993.
Contract Period: ~ay 22, 1993 - ~my 21, 1994.
Reviewed by:
Legal N/ A
Budyel ~
PurchBslng '1\-
~:~k ~gml. N/ A :
ACM
Other
Orlglnatlng Dept.:
dministr.ntivc Svcc.
User Dept.:
Vnriolls
Advertised:
Dala:
Papur:
IE Not roquirod
Allocted parties
o Notified
~ Not requlrod
Costs: FBt. $8J,(U).OO
Tolal
$30,000.00
Curront FY
Funding Source:
o Capt. Imp.
00 Operatlng
o Olher_
Commission Action:
~pproved
o Approved w/eondfllons
o Donled
o Conllnued 10:
Attachments:
Ex: tension L e ttee
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Approprlallon Code:
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March' 29; 1993..' "~"
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Mr. Mle:hael' Murray
City pt:",'plearwater '
Purchasing Viv'ision
P~O., Box ,,47.4R
,CJ,ea~....",ater,' FL
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: ;D~ar Mr. Murrar,
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,tIle par lod ox 5/22/93 'tilr.ough 5;"2.1/94'. ' ,
.J~o;;tl1allk,: you: t:~r;,: ,this ,!'pPOittUl1i:1~y ,a.nd lo.o.5,.,:fo~a!:;:Ij to"
ct.'mt'1:nu~ng tc "~,ork' h'i tIJ you ~ ' , ';,," ',,' ',' ",' ",,' " '\" '
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, 571 J JOHNS ROAl), SUITE 1303, TAMPA, FLORIDA 33034 ",' ',~:', :
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SUBJECT:
Aluminum
CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
:. CONSENT J .
Front-End Load~ng Refuse Conta~ners
I tern Nt!!!J-IJ
Hec~~ 4/15/93
fw3
RECOMMENDATION/MOTION: Award a one-year contract from 4/15/93 to 4/14/94 for the
purchase of approximately 65 two-cubic yard, three-cubic yard and four-cubic yard
aluminum front-end loading refuse containers from Boone Welding, Inc.,
Gainesville, Florida, for an estimated total cost of $40,000.00 which is the
lowest most responsive and responsible bid,in accordance with the specifications
UU and that the appropriate officials be authorized to execute same.
BACKGROUND: Nine bids were solicited. There were six no response and one no bid
response. Of the two bid responses, the low bidder, Hesco, did not meet the
specifications. The Hesco container material (.090") was only 72% as thick as
the specifications required. The selected vendor, Boone Welding,' Inc., met the
specifications (.125") and provided a much more durable container.
The Solid Waste Division has recurring requirements to replace front-end loading
refuse containers. The decision to replace a limited number of steel refuse
containers with aluminum ones at selected locations was predicated on the need
to have lighter weight containers in difficult places to reduce the risk of
injury during rollout, to reduce maintenance cost of the containers and to
reduce stress on collection vehicles. Although aluminum containers cost
approximately twice as much as steel (three-cubic yard aluminum = $625; three-
cubic yard steel = $325) it is felt that the added efficiency and the expected
extra container life to be gained from selected application will offset the
additional cost in the long term.
The steel containers to be replaced are pri.marily located in areas where
experience has shown that exposure to the elements increases maintenance, such
as Clearwater Beach and other locations that are adjacent to salt water. Other
locations are those where Solid Waste employees or customers' employees are
required to rollout containers to a designated location for dumping. On an
average, an empty aluminum container is approximately 60% lighter in weight,
i.e., a three-cubic yard steel container weighs approximately 690 pounds, while
an aluminum container of the same size weighs 245 pounds. The decreased weight
reduces the risk of job-related injuries when being handled by employees and
reduces wheel damage as well as wear on the lifting mechanism of the collection
vehicle.
The available balance of $166,945 in Code #315-6429, commercial container
acquisition, as of 3/29/93, is sufficient to provide funds for this contract.
I
I Reviewed by:
LegR\. ilIA
BUdget~W~,)
Purchlls I no r!J;:'K.j@:.2
R t Ilk HOfllt. N/A
OrfOiMt ing Dept: I Costa: 1>40,000.00
Public ~orkS/)Ut~i!ieB I
c.JY' (Current fY)
utlcr Dept: ~ j fundino Source:
Solid ~G8te Dlvlslon ..
I ~)?1. 71. ~ Cnpitol Imp. X
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Coomifltlion Action
Approved .X-:
Approved
w/conditions _____
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CIS
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notified __
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~I,}ropriotion Codo(n):
J15.96429.S6400Q.S34
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BID,~1-93 ,OPIRKD 01/06193'
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Clearwater City Corrunission
Agenda Cover Memorandum
CONSENT ~ ptJ1 ~
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Hee~~ 04/15/93 .
SUBJECT:
Purchase an extended warranty service contract for the Atomic Absorption, Graphite Furnace and
Gas Chromatography Instrumentation for the Water Pollution Control Laboratories.
RECOMMENDA TION/MOTION:
Award a one year contract from 07/01/93 - 06/30/94 for the purchase of a one year warranty
extension service maintenance contract for Water Pollution' Control Division at a cost of $12,723.08
from Perkin-Elmer Corporation, Lake Mary, Florida, in accordance with code section 2.564(1 )(b), sole
source
~ and that the appropriate officials be authorized to execute same.
BACKGROUND:
The City is required under the terms of the U.S. Environmental Protection Agency and the Florida
State Department of Environmental Regulation permits to make quarterly analyses for contaminating
parameters in plant sludges and monitoring wells. Testing is also conducted for stormwater
discharge quality and for certain Water Department inquiries.
The Atomic Absorption Spectrophotometer and the Graphite Furnace instrument were originally
purchased at a cost of $50,000 and $37,000 respectively. The Gas Chromatograph was originally
purchased at a cost of $90,000. These sophisticated instruments are serviced through an annual
warranty extension maintenance contract which includes on site repair, parts, labor and travel. The
service is available only from Perkin-Elmer, the supplier of the instruments.
The '1992 - 1993 Water Pollution Control Division operating budget has a current balance of
$16,452.00 as of 3/1 B/93, which is sufficient for this purchase.
Reviewed by:
Legal
Budget
Purchasfng
Rfsk Hgmt;
CIS
ACH
Othor
N/"
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N/A
Origin.1ting Dcpt:
Public ~orks/~PC
Costs:
$. 12~ 723.08 ~ission Action:
Total , Approved
S 0 Approved wfconditions
Current FiscnlY"r.", 0 Denied
o Continued to:
ufY
User Oept:
Advertised:
Date:
Paper:
[] Not Required
At h.'Ctoo PlIrt les
0' Hotl fled
o Not Requf red
FLnJing Source:
o Capf tDl IlTll.
~ Operllt Ing
[] Other
Attachments:
Quotation
Plan
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~ppropdlltion Code:
421.01350.546200-535
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North American Sales/Service Opcratior~s
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Full' Protection,
,Maintenance ,Plan"...,.
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Program Profile
The Fu.ll Protection Mainten-
ance Plan is an on-call repair
. service program plus regularly
scheduled Preventive Mainten-
ance checks. Tailored to your
individual system, configura-
tion and overall operational
schedule, it provides 12 months
labol'. parts and travel. This in-
depth service package features:
· Regularly scheduled preven-
tive maintenance checks
· Unlimited repair service
performed by factory
trained field service eng-
ineers
· Quality and timely service
· Factory authorized parts
· Localized inventory .
The reverse side contains
more details on what this plan
can do for you, the customer.
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?E"KIN ELMER,
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Perkin- Elmer
Full Protection Maintenance Plan
What It Includes
Preventive Maintenance
In order to ensure maximum
system availability. preventive
maintenance service provides regu-
larly scheduled maintenance checks
tailored in frequency and duration
to the specific system configuration.
PM visits are scheduled to minimize
interference with customer system
operation during contract coverage
hours.
Repair Service
Full protection holders are entitled
to unlimited repair service during
the contract coverage period. This
service is performed by factory
trained field service enl!ineers who
are thoroughly familia; with your
, equipment.
, ALERT Resource Network
A formalized ALERT procedure
takes over in the event that your
system is rendered inoperable.
Additional local orlice. district.
regional. and national support
resources are employed. and if
necessary. Regional Technical
Specialists are dispatched to the site
to solve sophisticated problems.
Replacemenf Pans (Factory AutJlOri::.ed)
Those parts that fail through
normal use and service (exclusive of
operating supplies) will be replaced
'as part of the maintenance service.
Assemblies and subassemblies are
replaced on an exchange basis.
Availability of localized inventory is
, an additional contract benefit. thus
reducing shipping delays and repair
time on your system.
11IrornHIlian contain~Ll in Ihis hul1~lin i~ \ubjccI
10 chllnyc "ilhoul nDlke.
Jun<: 191)2 Dlll54 Primcd in U,S.A.
1-lm.OI
Engineering Changes
Those engineering changes
required. in Perkin-Elmer's opinion.
to maintain the system performan'cc
to the specification at time of sale,
will be installed as part of the
regularly scheduled Preventive
Maintenance activity.
Travel E.'Cpenses
Travel expenses are incl~ded.
Discounts on Application/
Training Offerings
Full Protection holders will
receive a 30 percent discount off
the list price for part-numbered
application support and training
offerim!s. either at Perkin-Elmer
facilities or the customer's sire.
Software Re\'ision Updates
Software revision updates.
includinl! installation. are
provided~ at no charge.
Software/Firmware Enhancements
Software and lirmware enhance-
ments purchased by a customer
will be installed at no charge for
instruments covered by the Full
Protection Maintenance Plan.
PE Xpress lncemives
Full Protection Maintenance Plan
dollars will be applied to the
customer's PE Xpress volume for
annual PE Xpress Volume Discount
Schedule purposes.
Benefi ts
· Preventive Maintenance checks
· Protection customized to your
system and operation
· Fixed charge - no last minute
"extras"- enables budget planning
and concrol
· Unlimited remedial scrvice calls
and replacement ,parIS
· No charge to install software
revisions- or purchased software
enhancements
· Quality and timely'service
· Total service support network
· Perkin-Elmer system expertise
· Discounts on application and
training offerings
· Credit toward PE Xpress Volume
Discount Schedule
· Commitment to customer needs
Making It \Vork For You
Service Coverage
Perkin-Elmer service office hours'
are typically from 8:30 a.m. to 5:00
p.m.. Monday through Friday.
Financial Planning
Your budgeting is made much
simpler because your agreement
includes parts and labor related
to the maintenance of your
Perkin-Elmer equipment. Multiple
year plans are available and
multiple instrument 'incentives are
applied. There are no hidden.
"Iast-minutc" charges.
Our service program goals are [0
provide protection for you and your
investment through rapid. reliable
repair. and on-going system up"
dating to ensure protection from a
loss of equipment service.
For additional information,
contact your local
Branch Office or
Northeastern Region
Wilton. CT
(203) 762-6907
Southern Region
Norcross. GA
(404) 448-3310
Central Region
Oak Brook. IL
(708) 57249075
Western Region ,
San Jose. CA
(408) 473-9050 .
Mid-Atlantic Region
Rockville. MD
(301) 984-4820
?EilKIN ELMEn
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· MAlf 1 1 '98 11: 29 FROM PERK 1 H EUlER LK MARY
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TO ,18184626349
PFlGE.0t32/004
;:JERKIN ELMER
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The Perkin-EImer CorporatJon
SuItt I '
400 TecMo!ogy Park
Lake Mary. fL 32746
M.aroh 1,1, 1993
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Ma. Doreen spano'
City of Clearwater
Water Pollution .control DiVision
1605 Harbor Drive
Clearwater,FL 34615
Dear Ms. spanos
Enclosed is a quotation for the . renewal of your current maintenance
agreement. We have mailed the quote at this time to et1sure you have enc;>ugh
t.ime t.o prooess a renewal~ If changes or additions are,neoessary, please,
contaot us fo~ a ,requote. '
Also enclosed, for general information, are the program profile bulletins
for t.he plana offered which hi9hlight the services included and h9W they
oan benefit you. . ',' , '
Please process your renewal to our Lake Mary office by June 18, 1993. If
you have any questions or if we can be of any assistance, please call
either mY8B~feor Shelby Macey at 1-800-433-6542.
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Sincerely,
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steven M. Fehl
Branch Area Supervisor
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MAR II ' sa I f 130 FROt1 PERK I N ELNER L1< MARY
, '
PAGE.eeo/e04
TO 18134626049
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[]
PERKIN~ELMER MAINTENANCE PLAN
__ J '~.... ---
NEW Page 1/ 2 PATEOUOTED: 03/09/93
RETURN TO: PERKIN-ELMER
400 TECHNOLOGY PARK
LAKE MARY, FL 32746
-J=
ADD ON
STE. 1
=::-R17539C
RENEWAL
L r
'-
CUSTOMER:
CITY OF CLEARWATER
WATER POLLUTION CONTROL DIV.
1605 HARBOR DRIVE
CLEARWATER, FL 34615
AnN OF: DOREEN SPANO TELEPHONE:
BILLING ADDRESS:
CITY OF CLEARWATER
FINAJIICE'DEPT.
P. o. BOX 4748
CLEARWATER, FL 34618
(813)462-6660 ( )
-
PLAN DESCRIPTIONS TERMS AND CONDITIONS OF Tt4E PLAN OPTIONS ARE OUTLINED ON THE REVERSE SIDE OF THIS FORM,
. '
INSTRUMENTS COVERED PLAN OPTIONS
MODEl NO. SERIAL NO, LOCATION USER FULL WAARANTY
PROTEc;rION EXTENSION
1. 2100 GC/BC 2498 369.00 239.00
2. AS-51 135514 35.00 24.00
3. PS/2 50Z 237706232 76..00 76.00
4. EPSONEXBOO NOOO~99B 19.00 19.00
5. 8500 090823002070 299.00 J.69.00
6. AS-8300 91771189 98.00 59.00
7. LSC-2000 90009001 66.00 66.00
8. 1000HALLDETECTOR' 891193 64.00 35.00
9. PID 924045 45.00 29.00
10, 8500 642700070 299.00 169.00
n. EPS EQUITY 3 02D01001874 61.00 61.00
12. EPS CLR.VOU 2J.5030500 12.00 12.00
13. 970 IFACE;. 0085571994 19.00 19.00
14, 970 IFACE 0085571993 1.9.00 19.00
ZONE
o ~ D
FUl.L MONTHLY PRICE
% QUANTITY DISCOUNT
x
NeT MONTHL V PRICE
v
z
SINGLE ANNUAL PAYMENT
~rID1Y &GD ~m\Yl@O@rn
FAX NO. 813-462-6349
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CHECK PlAN DESIRED
1"''11
~ .
AUTHORIZA TIONS.
OUOTEO BY; STEVEN M FEHL
DATI!:
PHONE:
(800) 433-6542
BRANCH AREA SUPERVISOR
APPROVED BY:
'TITI.E:
TITLE:
OFFICE ASSIGN TO: (EER2)
LAKE MARY, FL 32746
PLAN PflRIOOllflROMI 07/01/93 (Tol 06/30/94
F'flRK1V I!1MeIr
PAYME.NT CHOICE:
o AUNUAL.
o MONTHLY.
, ,
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.
MAR 11 193 11:30 FROM PERKIN ELMER LK MARY
TO 18104626349
PAGE,\?)04/004
PERKIN-ELMER MAINTENANCE PLAN
-
o
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~
NEW Page 2/ 2
, RETURN TO:
PERKIN-ELMER
400 TECHNOLOGY PARK
LAKE MARY, FL 32746
DAn:OUOTED:
03/09/93
ADD ON
STE ~ 1
~~17539C
RENEWAL
~1l...L
-
.....
CUSTOMER:
CITY OF CLEARWATER
WATER POLLUTION CONTROL DIV.
1605 HARBOR DRIVE
CLEARWATER, FL 34615
AliN OF: DOREEN SPANO TELEPHONE:
BILLING AODFU::SS:
CITY OF CLEARWA~ER
FINANCE DEPT.
P. O. BOX 4748
CLEARWATER, FL 34618
(813)462-6660 ( )
.........
-
PLAN DESCRIPTIONS. TERMS AND CONDITIONS OF THE PLAN OPTIONS ARE OUTLINED ON THE REVERSe Sloe OF THIS FORM.
.......-
MODEL NO.
INSTRUMEN!5 COVERED
SERIAl. NO.
LOCATION
USE:R
PlAN~ONS
FULL WARRANn'
PROTECTION EXTENSION
50.00 50..00
179.00 112.00
104.00 66.00
3Q.OO 30.00
1. MHS-l0
2. HGA-700
3. AS-70
...' EDL SYSTEM 2
5.
6.
7.
8.
9.
10.
11.
\2. '
13.
14.
S/N REQUIRED
SIN REQUIRED
SIN REQUIRED
SIN REQUIRED
ZONE
o ~ D
x v z
FULL. MONTHl V PRICE 1844.00 1254.00
11')(, QUANTITV DISCOUNT 202.8'4 137.94
NeT MONTHLY PRICE. 1641..16 11.16.06
5% SINGLE ANNUAL PAYMENT 18709.22 12723.08
CHE::CK PLAN DESIRED 0 D.
l~]@l1 &\m ~mw@~@~
FAX NO. 813-462-6349
'"-
AUTHORlZATIDNS!
QUOTED BV; S1'EVEN l>t FEHL
PHONE: (800) 433-6542
TITLE; BRANCH AREA SUPERVISOR
OICFICF. ASSIGN TO: (EER2)
LAKE MAR~, FL 32746
, PLAN PERIOOr(FRo'MI 07/01/9J 1101 06/30/94
fIIilII(W IILMI1f
bATE:
APPROVED BY\
TITLE:
PAYMENT CHO\CE~
o ANNUAL.,
'0 MONTHLY.
,',
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SUBJECT:
Emergency Repair
CLEARWATER CITY COMMISSION
Agenda Cover Memorandum p._ I~
r CONSENT 1 w
1611 Force Main, South Clearwater Beach
It~~
04/15/93
REco~mENDATION/MOTION: Ratify and confirm the City Manager's approval of an
Emergency Contract for 16" Force,Main Repair to Rowland, Incorporated of Pinellas
Park, Florida, in the amount of $43,825.68 '
DO and that the appropriate officials be authorized to execute same.
_ BACKGROUND:
On March 15, 1993, while investigating storm damage, the Public service Division
discovered a major breach in the 16" force main from Sand Key adjacent to the
Clearwater Pass Bridge abutment on south Clearwater Beach. An emergency repair
clamp and a containment berm were placed around the pipe by PUblic Service which
prevented further discharge of the force main. The only acceptable repair to
prevent further breaching of the deteriorated pipe was immediate replacement.
An emergency repair contract with Rowland, Inc. was approved by the City Manager.
Rowland, Inc. is the current holder of the Pinellas County, North County Sanitary
Repair contract and Rowland agreed to use those'applicable County contract items
in the city's repair project. Work commenced on March 18 and was completed with
a simultaneous reconnection early in the morning of March 24.
Because of the early action in containing the flow and the immediacy of the
repair, a serious spill into Clearwater Pass was avoided. At the time of this
incident there was no 16-inch Ductile Iron pipe available and a delivery time of
twenty-eight days was intolerable. A calculation as to the adequacy of a 12-inch
pipe was performed and it was determined that an immediately-available 12-inch
pipe (Force Main) would suffice for the flows involved.
The available balance of $3,619,588 in code #315-96632, Sanitary Sewer Renewal
& Replacement, as of March 29, 1993, is sufficient to provide funds for this
contract.
Budget
PurchDsfng
Risk Mgmt.
DIS
AC,",
Other
~i-
!-I/A
N/A
!-I/A
Funding Source:
C~ission ~~
Approved ~
Approved
w/condltions _____
Denied
Reviewed by:
Legal
N/A
Originnting Dept.
Public Works Engi~ring
User Dept. uJtJ
Public Works Engineering
Advert i sed:
Costs: $43.825.68
(Current FY) $43,825.68-
Copt. Imp. X
OpcrDtlng
Cont'd to
Dote:
OthClr
~
Poper:
Not required U/A
Affected pnrtlc&
not if I ed
Appropriotfon Code(s)
Attll.:hmcnts:
1nrlnlc.1
315-96632.563700-535.000
Purchase Order Contract
Not required !-I/A
d.
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PAnT A
PUBL Ie WORKS -
.O.EPT,/DIV,ENO I NEERI NO
OATE PREPARED 3/26/93
~~~~g~sIBLE TERRY JENNINGS
PHONE NO. (813) 462. 6970
PURCHASE REQUISITION I'UHCHASE ORDER NO.
City of Clearwater (ASSIGNE~PURCHASINGl
PURCHASING DIVISION .=rr "lr::,
P.O. BOX 4748 c<.y
CLEARWATER, FL 33518 CITY OF CLEARWATER,
DELIVER TO: PUBLIC VK>RKS/ENGINEERING
STREET ADDRESS PO BOX 4748
CITY,STATE,ZIPCODE CLEARWATER. FL 34618-4748
PH # 545-3815
RECOMMENDED VENDOR ROWIu\ND. INC.
MAIL/STAEETADDRESS 6855 102ND AVE. NO.
CITY,STATE,ZIPCODE PINELLAS'PARK, FL 34666
EXPENSECODE 315-QbG3;J..-5637DO-S';J5"-OOO A
DATE SERVICES/MATER IALS NEEDED: RECE I VED
PART B
VENDOR NAME
ROWLANn. INC.
ATTN:
MAIL/STREET ADDRESS 6855 102ND AVE. NO.
CITY,STATE,ZIPCODE PINELLAS PARK. FL 34666
ITEM
NO,
QUANTITY
UNIT
OF
MEASURE
EQUIPMENT, SUPPLIES OR SERVICES REQUIRED
FURNISH COMPLETE DESCRIPTION, MAKE/MODEL AND INCLUDE
OR ATTACH SPECIFICATIONS WHEN APPLICABLE
UNIT TOTAL
PRICE PRICE
32.00 20,992.00
21.63 778.68
2500.00 2,525.00
95.00 3,420.00
5260.00 5.260.00
4820.00 4.820.00
15.00 930.00
5100.00 5.100.00
---------
43,825.68
, 1.
656
L.F.
12" DIP Force Main Replacement
2.
36
L.F.
12" DIP Install Force Main only
3.
1'.01
'ron
Fitti~gs
12" Field Lock Gaskets
4.
36
1
Each
5.
L.S.
North Force Main Connection
'6.
1
L.S.
South Force Main Connection
7.
62
S. Y.
Disposal of Concrete Driveway & Sidewalk
8.
1
L.S.
Mobilization
I-
PART C
This work is for emergency repair of 12" force main on South
Clearwater Beuch which was approved by the City Manager prior
to s tar t 0 f 'wo r k . Wo r 1< camp 1 e t c d Ma r c h 24, 1993.
I HEREBY CeRTIFY THAT THE ITliMS SPECIFIED ABOVE ARE
NECeSSARY FOR THE OI'ERATION 01' nlls OEf'AnTMENT, THAT
SUFFICIENT FUNDS ARE AVAILABLE; TO covr;R THIS AE,
aUIREMENT AND THAT THIS REQUIREMENT IS BEING f'RO.
CESSEO PURSUANT TO LAW OR ADMINISTRATIVE AUTHORITY
DELE.GATED TO ME.
1'.0,13. POINT
PJlOI'OSED DELlVEBY DATE
APPROVED BY
PAYMENTTEnMS
SUBMITTED OY
QUOTED BY lNAME)
ISIGNATUnE or- DIV.lDEPT. IIEAD}
TELEPHONE NO.
DATE AI'Pl'IOVED
OUOTE EXPII~ES
ACCEIJTEP BY
(PURCHASING OFFICEl
PURCUASING COpy
PAGE 1
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l'lJIWIiASE ORDER NO.
(ASSIGNED BY PURCHASING)
EXCEPTIONS TO BIDDING PROCEDURES APPLICABLE TO CERTAIN PROCUREMENTS OVER $500
(See Art. II, Sec. 42.23, Code of Ordinances).
~~~
The following exception is applicable to this requirement, narrative explanation/justification is furnished below
as required:
1. (X) Emergency requirement. See Sec. 42.23 (1) Code of Ordinances for requirement for Department Director
to prepare and submit written summary of facts demonstrating existence of the emergency. '
2. () Sole source. See See: 42.23 (2) Code of Ordinances for requirement for Department Director to prepare
and submit written summary of facts substantiating sole source purchase.
3. (x) Commodity available on Federal, State, County or other government entity contract.
4. (.) Professional services procured under authority of Sec. 287.055, Florida Statutes.
,5.
I mpractical to solicit competitive bids.
,EXPLANATION/JUSTIFICATION: (Required for items 1,2 and 5 only).
This work for emergency repair of 12" force moinon South Clearwater' ,
Beach was approved by the City Manager prior to start of work~ Rowland~
Inc~ is Pinellas County's approved annual contractor for sanitary sewer
system repair in north Pincllns County~ Item HI. 12" DIP and Item'#3,
Fittings arc unit prices from Pincllas County annual contract with
Row I and. I n c .
.. . ,r#l.lj~{, ~~ "h ~.
Signature of Authorized Off~ "0' -
, n,R.l'"rter- ~4_hLi( {A"'bif{:;5
Tltlo of Authorized Official '
Y.J~ :J
Date
PAGE 4,
'DEPAnTMENT. SEND TillS COpy TO PUnCIIASING
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INVOICE
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,/
March 26, 1993
r;'
City of Clearwater
P. O. Box 4748
,Clearwater, Florida 34618-4748
" ,
Re: EMERGENCY REPJUR, 16" Force Main,
South Clearwater Beach
, , t
Attn:' Mr. Terry Jennings
1
656
36
1.01
36
1
1
62
Mobilization
12" DIP @ $32.00/LF
12" DIP (install only) @ $21.~3 .
Fittings @ $2,500.00/TN
12" Field Lock-Gaskets @ $95.00/EA
Tie-In to North Side @ $5,260.00/EA
Tie-In to South:Side @ $4,820.00/EA
Concrete & Asphalt removal .@ $15.00/SY
$ 5,100.00
20,992.00
778.68
: 2',525.00
3,420.00
5,260.00
4,820.00
930.00
EA
LF
LF-
TN
EA
EA
EA
SY -
TOTAL DUE THIS INVOICE
'$43,825.68
----------
----------
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6055 102NO AVENUE NOflTI1 . P1NELLAS PARK. FLORIDA 34666' . (813)545.3616 .
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CLEARWATER CITY COMMISSION
Agenda :OC(fNSErfirJrdum
Water Main Replacement Contract - Phases 9
PW'7
and 10 (93-6)
Itm~
Hee at 04/15/93
SUBJECT:
RECOMMENDATION/MOTION: Award the Water Main Replncement contract - Phases 9 and
10 (93-6) to SUNCOAST EXCAVATING, INC. of OZONA, FLORIDA for the sum of
$528,995.00 which is the lowest most responsive bid received in accordance with
the plans and specifications '
~ and that the appropriate officials be authorized to execute same.
BACKGROUND:
This contract is for the construction of Phases 9 and 10 of the water main
replacement project under the Water and Sewer utility Bond Issue. These two
phases are relatively small and were combined to obtain lower bid prices and
simplify administration. Also included in this project is a small section of
sanitary force main installation at lift station No. 47. The relocation of water
main along Highland Avenue from Lemon Street to Lakeview Road and the relocation
of a water main on The Mall, between Union street and Idlewild Drive, have also
been included. The water main along Highland Avenue and The Mall are in conflict
with Pinellas County construction projects. The area of Phase 9 and 10 water
main replacement is roughly bounded by Drew street, Duncan Avenue, Palmetto
street and Pinellas Trail.
The purpose of this contract is the replacement of all 2" galvanized mains within
the project area, and interconnecting and upsizing of existing mains as needed
for improved circulation and fire protection.
Items 1 through 41 on the attached Bid Tabulation, which total $513,845, are
water main construction work. Items 42 through 44 involve the small section of
sanitary sewer force main installation and total $15,150.
The available balances of $5,187,853 in Code #367-96707, Main Construction -
Bonds, and $3,619,588 in Code #315-96632, Sanitary Sewer Renewal & Replacement,
as of'March 29, 1993, are sufficient to provide funds for this contract.
t Revf ewcd by:
I Legal N/A
Budget e
Purchasing N/A
Risk Mgmt. N/A
DIS N/A
ACH N/A
Other N/A
,I
II originating Dept. I
II Public \Jorks/Engineering I
II '~r;Jkt I
II User Dept. I.f' :
II [
11 Advertisoo: I
Iloate: 02125/93 & 03/06/93 1
IIPDPer:st. Pctarsburg Timesl
t"!' 1111 ' Not requi rad ' JI
Affected parties
not !fled
Not requi red
Costs: $528,995.00
(Current fY) $528.995.00
coomiSSi~X
Approved
Approved
w/condltlons _____
Denied
funding Source:
Copt. Imp. X
Operating
Other
Cont'd to
Appropriation Code(s)
367.96707.563800-533-000
315-96632-563700-535-000
Attachments:
Bid Tabulntion
W^IlItD,.Al1N
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CLEARWiTER CITY COMMISSION1).., (7
Agenda Cover Memorandum tr~ C)
SUBJECT: Poinsettia Avenue and papaya street storm Improvements
Lincoln Avenue Storm Improvement Project (93-18)
Itai
H e 04/15/93
Project and
RECOMMENDATION/MOTION: Award the contract for Poinsettia Avenue and Papaya
Street storm Improvements and the Lincoln Avenue storm Improvements (93-18) to
STEVE'S EXCAVATING & PAVING, INC. of DUNEDIN, FLORIDA for the sum of $124,678.00
which is the lowest most responsive bid received in accordance with the plans and
specifications
ua and that the appropriate officials be authorized to execute same.
BACKGROUND: POINSETTIA AVENUE AND PAPAYA STREET STORM IMPROVEMENTS
There is a need to install drainage improvements along Papaya street and
Poinsettia Avenue on Clearwater Beach. Depths of ,water as great as 10 - 12
inches accumulate in front of places of business along these streets during a
normal rain. An old and inadequate storm system will be replaced with larger PVC
and concrete storm pipes together with associated storm system appurtenances.
The existing storm system to be replaced is located primarily under the pavement.
This replacement work will require complete roadway restoration. Due to the
request of a local motel owner, the work is scheduled for the month of May.
LINCOLN AVENUE STORM IMPROVEMENTS PROJECT
The existing storm system along Lincoln Avenue between Pinellas street and
Jeffords street is corrugated metal and badly deteriorated. The purpose of this
project is the replacement of the storm system along with the addition of an
inlet on the south side of Pinellas street to alleviate local flooding of the
auto repair shop at 1239 Lincoln Avenue South. This portion of Lincoln Avenue
is currently scheduled for resurfacing. The street resurfacing has been delayed
awaiting replacement of the storm system.
steve's Excavating and Paving, Inc. is the same contractor who, due to delays and
numerous construction problems during our Duncan Avenue-Rainbow Drive to Grove
street Drainage Improvements project, was downgraded in eligibility to bid city
of Clearwater projects from a $500,000 pre-qualification amount to a $200,000
pre-qualification amount.
Items #6, 7 and 29 on the attached Tabulation of Bids are resurfacing and total
$33,495. All of the remaining items, which total $91,183, are storm drainage
renewal and replacement related.
The available balances of $956,964 in Code #315-96104, storm Drainage Renewal and
Replacement, and $1,469,662 in code #315-92256, street Resurfacing, as of March
30, 1993, are sufficient to provide ~unds for this contract.
, .ov i """" by,
I Legol N/A
.1 BUdget ~
Purchosing N/A
N/A
N/A
N/A
IUA
Originating Dept. I
Public ~orkS/~f.pting I
User Dept. l
I
I
Advertised: . I
loote: 03/12/93 & 03/18/93 I
jpoper:st. Petersburg Timesl
I Not required I
I Affected parties I
I notified I
Not requ I red
Costs: $124.678.00
(Current FY) $124.678.00
Comnission ~ct~
Approved ;><-
Approved
w/conditions _____
Denied
funding Source:
Risk Mgmt.
DIS
I ACH
I
I Other
'1 S tte
I City
I
I'OINI'A' ^,II\I"
Copt. Imp. X
Opcroti ng
Other
Cont'd to
Appropriotion Code(s)
315-96104-563800-539-000
315-92256-563700-541-000
Attachments:
Bid Tabulation'
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CONSENT
Cleanvater City Commi~sion
Agenda Cover Memorandum
SUBJECT:
Application for Zoning Atlas Amendment for 508-602 N. Garden Avenue; Owner: Mary J. Bilgutay;
Approx. 1. 1 2 acres. (Z 93-04)
~~ r ~, .>~. ';J~.
RECOMMENDA TION/MOTION:
Receive Application for Zoning Atlas Amendment from RM-8 & CG to IL for Lots 7, 8, & 9, Nicholson
& Sloan's Addition, and Lots 29 & 30, G. L. Bidwells Oakwood Addition, and refer the request to the
City Clerk to be advertised for public hearing.
[] and that the appropriate officials be authorized to exccute samc.
BACKGROUND:
The applicant owns five lots on N. Garden Avenue, and is presently using Lot 7 and the front part of Lot
8, Nicholson & Sloan's Addition for the assembly, wholesale, and retail of medical equipment (Pace Tech
Inc.). The applicant wishes to expand this enterprise to the rear portion of Lot 8 which is presently
zoned RM-8 with a Future Land Use Classification of Low Density Residential. They are requesting the
rezoning of the remainder of their property to allow for anticipated future expansion. As their enterprise
involves assembly of equipment, they are requesting Limited Industrial (IL) zoning. This is the only
zoning which allows manufacturing as a "permittedlt use.
The Future Land Use Classification of the property is recommended to be changed to Downtown
Development when the City's Consistency Program is finalized. This classification will permit the
assignment of any zoning district the City has to the property. Ultimately, however, the entire area is
proposed for a single, "performance" zoning district that would provide density, commercial area and
other incentives for large scale multifamily and high tech manufacturing developments. Until that time,
the IL zoning requested by the applicant would be permissible. Alternative zoning would be Urban
Center-Transition [UC(T)], or Infill Commercial (CI), both of which permit manufacturing as a conditional
use. It is proposed to postpone the second reading of the rezoning ordinance until the City's
Consistency Program is finalized and the new Future Land Use Classification is assigned to the property.
This will eliminate the need to coordinate the request with the Pinellas Planning Council and Department
of Community Affairs. Ultimately the zoning on this property is anticipated to be the proposed
performance zoning district. In order to move this request forward, staff recommends that the City
Commission receive the application for amendment of the Zoning Atlas to Limited Industrial, and proceed
with public hearings, during which further consideration of the appropriate interim zoning as discsussed
above for the affected property should be considered.
Reviewud by:
Legal
Budget
Purchasing
Risk Mgmt.
CIS
ACM
Other
N/A
NfA
NfA
4A
N A
N~A
OrtuinlltillQ 00111: ~ rI\
PLANN I NO & DEVELOPMEUT ~ 1 :
b{<
$ N/A
Total
Commlniun Actiull:
o Approved
o Approved w/cond;t;ons
o Dcnl cd
o Continucd to:
UIUf DUIII:
$
Current Flsc"l Yr.
Advo rti.ad:
Dnte:
Paper:
tEl Not ReqLJi red
;J' AlflClud Pllrtlu
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UMotE or ItIlOVEIlT\' QYI'UEIl (S) Hl1ry J. 1111nutny
^DDnESS~.!O N. Gordon Ave., C~Ctlt1llltor, FL 3'.615
AUTIIOltI ZED REVIlESEHTA'rlVE (I f AUY)
ADDRESS'
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ZOtlltlG ATLAS 'AUEtlDU&NT APPLICATION
DATE
Jnnuary 28~' 1993
PIIONE Dl3~4/.2-111UI
PitONS
LEGAL OESCR,I PTION ,OF PIlOI'ERn" .(SUUJECT or REqUEST) Lot 7, B' ( (lB- 20),
9 (Pa. 38). NlcholGon & Slonn Sulxliv!aloll. 1'8. 26. 38 PInt Bit. 1 and Lot 29 and 30,l
" (Pr.. 46), nidwells OoklJood addition to GlCl1rwntcr~ FLorida. Plat Bk. 1. PRo "'6.
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',GENERAL LOCAT ION 510 f:l. Gorden Mallua North of llrew Street
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ACREAGE
1,2. Acrcs ~'.O.L.
"
PRESENT ZONING DI~!.RICT ,'Gromlfathcrcd Industrial UIlCt CO, ItH-B
RE~UESTED, ZONItl~ DISTRICT Ltd,Indust:r!ol.U/Jc (IL)
CITY COMPREIIEIlSIVE LAUD USE CATEGOnV
Lirnil:cd Lo t 7, 8 C-:Cf, 9,29,30 UJR
,
COUHTY COMJ111EIIE/lS!_Y_E LAUD USE CATEGOnY7,8,9, -CG 29,30-R.U.
llEASOtl FOR nEQUES~ TIle ~.l;.te ~:51O Harth.Gordcn hos been arandfathcrcd industrial use
"'-.
to assemble electronic j nstulIlcnts [or the mcdlcal indus,try. '11m businc!3s employs
amI needs, the nbility to CXllnnd clUE!. to the growth in buoiness. 111ero is n l1ood' fOl"
mldlUol11l1 mnployees l1nd gtornBc, lJhJch rcquf.rcd oxpnns~on of exiRtillr, facilities
which cnl1l1ot'bc done under existing zoning.
:..---
IS TilE REQUESTED ZONlHG 01 STRICT lU COUFOnldANCE WITH 'rUE CLEARWATER
COMPREIIEUSIVE LAND USE PLAN? YES NO T AT PRESFNr
Note: If the requested zone chanue Is not consistent witb, the
City's Land Use Pl~n. the ~~)llcant will be required ~o
" tile II. corresponding llppliclI.tion to II.mend ~he land Use
plan. Beillg dOlle by City at LIlia tuna.
'IS THE REQUESTED 'tOIHHG DlSTl\lCT 1H CONFORMAnCE WI'l'U TUE PIUELLAS COUnTY
COMPP.EIIENSIVE LAI;O USE PLAN? YES_NO x Part of property. Ig.
I
LIS':.' AUY OTUER ,PE~T!lltNT JNFOIUIA': 101'; SUnmTTED l1w D!3;IpartX is l\~lhe
urbm\ core aren whor.e the detcrJorntillg nature of tho arCIl in enhnnccd now Dnd will
b'c further enhnnce!\ by the typc o~ Lunlllf!OD nncl the per/Jolll1nl it: employn.
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zon IIIG ATLAS AUEtlDJlEtlT APPLICATION
bAtE
'Jonunrr 28; 1993
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nAIdE or J'ROPEIlT\' O'l\'Hl:1l (S ) Nnry J. lJUnutoy
^DDnE:SS~_lO N. Gnrden Ave.. C~eorwntcrt Fl. :V,615
AUTIIOIlUED REPltE5EUTA'rI VE (I F ANY)
ADDRESS
PIIOtlE
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I'll on E , 0 13-M.Z-O UO
LEGAL DESCRIPTION or PI10PEnT\".( SUBJECT or nEQUEST) Lot 7, 0' (, Pe. 21]),
9 (rg. 36), Nicholson & SIootl Subdivisioll, PC' 20, 30 PInt Uk. 1 Olld Lot 29 und 30,1
"
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" (Pn. 46), Didwells Ookwood addition to Clcorwatcrl FLorida. PInt Dk. 1. PRo 46.
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',GENERAL LOCATION 510 ~. Gorden Avellue North of Drew Street
"
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ACREAGE
1.2. Acres N.D.L.
...:
PRESENT ZONING DI~!nICT
GrandfoLhcrecl Industr.iol Uso. CG, ntH)
REQUESTED. ZON1H~ DISTnICT.h!&.Induatriol.Uac (IL)
CITY COMPnEIIEHS IVE LAm> USE CATEGOnY Limited Lot 7, 8 C-TF, 9,29,30 WR
, ,
COUlITY COMPnEIIEUS~.Y_E LAUD USE CATEGORY 7 ,8',9, -CG 29,30-n.U.
REA SOli Fon nEQUES1 1110 ~i:.te ~,?lO North.Garden hoa been grondfrithercd industrial une
. ~, ,
to assemble e1€!ctr.ollic inatutIlcllts for the medical induD.try. TIle. buainu!ls employs
and llaeda the ability to cxpnml duo to the, growth in bUl11ncso. '1110re is n need Ior
oddHiollnt employees nnd stornge, wldeh required exponsion of existing fncilitles
, I
which conllot'bc done under existing zoning.
.,,;.-- ,
IS TilE REQUESTED ZON!UG DISTRICT IN CONFORMAJICE WITH TIlE CLEARWATER
COIdPREIlEUSIVE LAnD USE PLAN? YES NO T Nr PRESfNr
Note: It tbe requested zone chn.nCl! is not consistent with, the
Ci ty' s Laud Use Plan, the nIfplicn.nt "ill be required to
Ille a corresponding application to amend the land use
plaD. Del1l8 done b~ Cit.y at this tiJlk!.
'IS'TIIE REQUESTED ZOIUUG DISTRICT W COHFOP.MAHCE WITH THE PIHELLAS COUnTY
COMPnEIlBNS I VE LAKD USE: PLAN? YES_NO x l'art or property, is.
I
LIS':' Am,. OTUEn PE~~!lH:HT IHFOItlIA':'lOl\ SUDMITTED---1hrJro~rty !a 11'\ .the
llrbma core oren where the deteriorotIng nature of the nrCD 10 cnhnpced f10~ nnd ,wIll
be rue thcr. cnhnncCll by the lype o~ lnmlncao nml till! pet-oolUml .it cll1ploys..
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CONSENT ,
Clearwater City I Commission
Agenda Cover Memorandum
M..t1~O 04/15193
pLO 3
r --
SUBJECT:
Application for Zoning Atlas Amendment for 1505 S. Fort Harrison Ave.; Owner: Stout Investments
Inc.; Representative: W. Roy A. Courtney; Approx. 2.42 acres. (Z 93-05)
!
f
,
i
RECOMMENDATION/MOTION:
Receive Application for Zoning Atlas Amendment from Resort Commercial "Twenty-four" (CR-24) to
General Commercial (CG) for part of Sec. 21-29-15, M&B 44/07, and refer the request to the City Clerk
to be advertised for public hearing.
[] and that the appropriate officials be authorized to execute some.
BACKGROUND:
The applicant's property is located at the southeast corner of Woodlawn St. and S. Fort Harrison Ave.
It presently has a City Future land Use Classification of Commercial/Tourist Facilities and a zoning of
Resort Commercial "Twenty-four" (CR-24). The present Countywide land Use Classification for this
property is Commercial General. Under the Consistency Program, City Resort Commercial districts will
be assigned a Future land Use Classification of Resort Facilities High. The applicant wishes to have the'
wider range of commercial uses under the General Commercial (CG) zoning classification.
The property to the north and south along S. Ft. Harrison is predominately commercial and has a Future
land Use Classification of Commercial/Tourist Facilities and is zoned CG except for the parcel directly
to the south wl1ich is zoned ~eighborhood Commercial (CN), two small parcels across the street which
are zoned CR-24 and a small parcel on the southeast corner of Woodlawn and Ft. Harrison n~t included
in the applicant's property which is also zoned CR-24. The property to the east and north has a Future
land Use Classification of low Density Residential with zoning of Multiple Family Residential "Eight"
(RM-8). On the east, there is a mix of single family and two family residential units. On the north are
single family dwellings.
Reviowod by:
Legol
Budget
Purchasing
Risk Mgtnt.
CIS
ACM
other
N/A
N/A
N/A
N/A
N/A
kSQ.@>
N/A
OriDinallrl1l Dopt: -r- ~ p
PLANNING & DEV~~E'T/
Cosll:
$ NrA
Totol
Commlttlon Alltion:
o Approved
o Approved w/condlt;ons
o Denied
o Continued to:
Usor DOJlt:
$
Current Fiscol Yr.'
AdverlllOd:
Dote:
Paper:
~ Not Requi red
A Unctod Partin
o Notified
~ Not Rcqui red
FundlllD Source:
o Cop; tol Imp.
o Operating
o Other
Attachmentl:
APPLI CAT! ON
MAP
o None
AIIIIIOP rill I Ion Co d 0:
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ZONING ATLAS AMENDUENT APPLICATION
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DATE Q, ,
s-ro'-'''f" IN\! e.,'$....~~s
Cf>l.,\t'e. t~lCl.. t..-.u~ PIIONE 68b-bbb 7
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ADDRESS 4'~~ ~F\I\'~ t;lAI.\!'.e.. 'PPU-E-A-;k.$...llEeLPIlONE 58(, - '<1:.67
, :3tt- (.'(-0
LEGAL DESCRIPTION OF PROPERTY (SUDJEC'f Of' REQUEST)
NAME OF PROPEnTY OWNEReS)
ADDRESS -4"'!> ~~,,;~
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AUTHORIZED REPRESENTATIVE (I F AI~Y)
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Pi -rtf't'"\CH-B:n SJ R\f E:.--..y .
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. GENERAL LOCATION '5.~. Ct:42...J~ o~ WonQL-P-wtJ -A"~tJ\Je::. MD,
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ACREAGE ' '2.. 4-"1.- Ac.FJ2S tv\~. 1-.
PRESEnT ZONING DISTRICT C. R, Q. '+
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RE~UESTED ZONIN? DISTRICT___~
CITY COMPREHENSIVE LAND USE CATEGORY
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COUHTY COMPREIlEUSIVE LAND USE CA'fEGOny,
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REASON Fon REQU ES~ To 'PE~ ~ I QIf- -n4+J f'i?-nf'tSR...L"r' IlL b.- CnM ~'1P~( A-V
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IS THE REQUESTED ZONING DISTRICT IN CONFORMANCE WITH TUE CLEARWATER
COMPREHENSIVE LAND USE PLAN? YES NO
; '., ',~. ~I'
Note: If tbe requested zone cb~nge is not consistent with the
City's Land Use Plan, the applicant will be required to
file a corresponding applica.tion to amend the la.nd use
plo,o.
IS Till; REQUESTED ZONING DISTIUCT IN CONFOnMAHCj: WITH 'rnE PINELLAS COUNTY
COMPP.EIlENSIVE LAND USE PLAN? YES V NO "
LIST AN! OTHER PERTINENT INFORMATION SUDMITTED
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APPLICANT
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LUP '93-/3
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PROPERTY 0 ESCRIPTION
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"2....41... ACRES
CITY COMMISSION
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ATLAS PAOE '3 \3 B
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, CONSENTj
Clearwater X;ity CommissiOn
Agenda Cover Memorandum
",'~.if' 04/15/93
~'4
SUBJECT:
Application for Future Land Use Plan Amendment and Zoning Atlas Amendment for 801, 803, and 805
Turner Street; Owner: Newport Oil Corporation; Representative: John E. Bruynell; Approx. 0.53 acres.
(2 93~06 & LUP 93-11)
RECOMMENDATION/MOTION:
Receive application for Land Use Plan Amendment from Residential/Office to Commercial General and
Zoning Atlas Amendment from Limited Office (OL) to Neighborhood Commercial (CN) for Lot 3 and part
of Lots 1 & 2, Block 22, Magnolia Park Subdivision, and refer the request to the City Clerk to be
advertised for public hearing.
[] and thot the appropriate officials be authorized to execute some.
BACKGROUND:
The applicant's property is located at the southeast corner of the intersection of Turner Street and S.
Myrtle Avenue. It presently has a City Future Land Use Plan Classification of Residential/Office and a
zoning of Limited Office (OL). The applicant is requesting a change in Future Land Use Classification and
zoning, to Commercial General and Neighborhood Commercial (CN), respectively, to allow additional,
nonresidential uses of the property. The applicant indicates on the application that a personal service
use (beauty salon/barber shop), an antique shop, and office building are the proposed uses for the
property. However, upon a change of zoning, any use allowed in the new zoning district would be
permitted.
Directly across Myrtle Ave. (southwest corner Myrtle & Turner) there is existing CN zoning with a
commercial use, Hose & Hydraulics Inc., on the property. On the northwest corner of Myrtle and Turner
the property is zoned Urban Center (Core) (UC(C)) and has a commercial use on it. To the north, across
Turner Street, are The Clearwater Children's Center, a commercial use, and a single family residence.
The property has OL zoning. The property to the east (lot 4) is zoned OL and is occupied by a duplex.
South of the property is also OL zoning with an office, a single family residence, and vacant land.
RlvloWld by:
Legal
Budget
Purchasing
Risk Mgmt.
CIS
ACM
Other
HIli.
N/A
N/A
N/A
~Ai;)
IVA
Originating Dept: \ """ 0
PLANNING & DE~I~Htl-
Costs:
$ NIA
Totol
Comrniuion Action:
o ApP,'oved
o Approved w/conditions
o Denied
o Continued to:
Usor Delli:
$
Current Fiscal Yr.
---
Advmilod:
Date:
Paper:
~ Not Requl red
A fI.cted Jla rllu
o Notified
tsl Not Requ I red
Funding Source:
o copi tal Imp.
o Operating
o Other'
Attachments:
APPLICATION & HAP
o None
ApPJollrlallon Coda:
'GENERAL LOCATION S/E eornl!r of Hvrtll! & Turner. block lIolll:h of Cnlll:.t [. MYl"f'l~
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ZONING 'ATLAS AUE"D~E"T APPLICATION
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DATE: Fl!brunry IS.illJ
HAME OF PROPERTY OWNER (S) Nowpor t 011 CorllotJI t Ion
ADDllESS~_ Turner Street Clearwdter. Florida 34616 PIIONE-.Ml-~6S5
AUTIlOlll ZED REPRESENTATIVE (I f' AUf) John E. nruynellt President
"
ADDRESS 80S Turner Street Clenrwllter, Florida 34616
PIIOtl E 1,47-8655
'.
LEGAl.. l)ESCRIPTI0H OF PROPERTY (SUDJECT OF REQUEST)
See llttllched ExhIbit: Legal Description of Property
"
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hCREAGE 0,53 Bereb +/-
PRESENT ZOHlllG 01~~}UCT OL
REQUESTED ZONING DISTRICT CN
CITY COMPREJlEHSIVE LAND USE CATEGORY Hcsiuentil1l/0f!lce
COUUTY COMPREHENSIVE LAND USE CATEGORY Rllsldcntilll/Of[J.ce Gonerlll
HEASON FOR REQUES?:" Owner wants to set up 11 beauty salon/barber sho.,E in existing
bUilding on the property (1), & an Bntique shop in existing building on property (2).
& an office building on property (3).
IS TIlE REQUESTED ZONIUG DISTRICT IU CONFOlUAANCE VilTH THE CLEARWATER
COMPREHENSIVE L^ND USE PLAtH YES NO x
,.
lIote: 1 f tb~ requested zonc chftnge is not consistcD t wi tb the
City's LaDd Use Plan. the applicant will be required to
tile a corresponding application to amend the land use
plan.
IS TilE REQUESTED ZONIHG OlS1'RICT IN CONFOmlANCE WITn THE PIHELLAS COUNTY
COMPflEIIENSIVE LAND USE PLAH? YES NO x
. '
LIS'!' ^NY OTHER PERTINENT INf'ORMATIOI\ SUBMITTED
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PROPOSED LAND USE PLAN AMENDMENT and REZONING
OWNER
APPLICANT NEW ~OR"'T Otl_ C.C>RP
'-LAND USE PLAN ZONING
FROM RESI DEI'J"i1 t\L loF'F\c.€, 0 L
TO
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SECTION \S
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TOWNSHIP "l.q s
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PROPERTY DESC RIPTlOH
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Clearwater City Commission
Agenda Cover Memorandum
r CONSENT
MCC~~ 04/15/.3
PL-DS '
"
SUBJECT:
Petitions for Annexation, L.and Use Plan Amendment, and Zoning Atlas Amendment for 2365 &
2371 Dora Drive; Owner: Cheryl L. & Patrick M. Barmore and Melonny L. & John E. Bruynell;
Approx 0.48 acres. (A 93-07 & LUP 93-09)
I
'I
, RECOMMENDATION/MOTION:
Receive Petitions for Annexation, Land Use Plan Amendment to Low Density Residential, and Zoning
Atlas Amendment to RS-6 for lots 10 & 11, Rolling Heights, and refer the request to the City Clerk
to be advertised for public hearing.
[] and thnt the appropriate officials be authorized to execute same.
BACKGROUND:
The applicants wish to annex to obtain City sewer service. The properties are located on the south
side of Dora Dr., approximately 2,270 ft. east of Belcher Rd. and one street north of Drew St. The
two lots initially proposed to connect to the City's sewer system with a jointly owned, private lift
station. It is possible to connect them by extending the sewer in Dora Dr., but this would require the
participation of other properties on Dora which are currently in the unincorporated area of Pinellas
County. The Department of Public Works is working with the applicants to see how best to provide
sewer service.
The two properties are adjacent, and developed as single family residential as are the other lots in
Rolling Heights. The applicants' lots are contiguous to the City along their rear (south) property
lines, and lot 10 is contiguous to the City along it west property line (lot 9). The property to the.
south fronts on Drew St. and has a City Future land Use Plan classification of Residential/Office and
zoning of OL. The adjacent lot is occupied by the Drew Office Park Condo, and to the west of the
condo, the property is undeveloped. Dora St. is not in the City, and the abutting portion of'the
street is not proposed to be annexed at this time. Lot 9 (adjacent) and two other lots in the Rolling
Heights Subdivision are in the City. They have a Future land Use Plan classification of low Density
Residential and zoning of RS-6. The adjacent property in the County, and the applicant's property,
have a Countywide Future Land use Classification of low Density Residential (5.0 u.p.a. max) and
Revlowod by:
legal
Budget
purchas i ng
Risk Mgmt.
CIS
ACM
Other
H/A
N/A
H/A
H/A
tl/A ~
j::.sRf )
N/A
Drigfnuling Dlllll:
PLANNING & DEVELO
Costs :
$ NIA
Total
Cormnlnlon Action:
o ApproVl!d
o Approved w/conditions
o Denied
o continued to:
U sor DOIIl:
!to
Current Fiscal Yr.
Advertlsud:
Date:
Paper:
~ Not Requi red
AHIIClod Partin
o Notified
~ Not Rcqui red
Funding SourCD:
o Capi ta limp.
o Operating
o Other
A Itachmonls:
PET IT IONS
MAP
o None
Apllrolulatlon Coda:
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.,,'zoning of.R-S. 'As the Countywide Future Land Use ,Classification is less,intense than the City's, it Is
'recommended that ,the, ordinances to amend the Cityis ,Future Land' Use Plan and Zoning Atlas be,' ~
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held u'ntil com'pletlon of the 'Consistency Prog~am. This 'should negate the necessity' of PPC/CPA and
Dep~rtment of Conimu~ity Affairs review of the'proposed Future Lan~ Use~ "c,"
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PETITIOU Fon J\NUEXll.TION
c1 ty comril1 ooion
city of Clearwater
P.o. Dox 4740.
Clearwater, Florida
Commissioners:
I,
We, the undorsigned, being all ownors of tho 'doscribed real
, proporty, Clonl:.iguoun to tho lJrosent bOUluJl1r 100 of thQ ci I:.y ot clel1rwa tor,
and oitunted in on unincorporated orea of Fin011ns county, F1oritln, do
hereby request that saId property be blllloxod into the corporate 11mi ts oC
t~e city of Clearwater, Florida., .
We hereby further roquost thaI:. saId property bo zoned and classified
undor tho Zoning Ordinanco of tho ci ty of Cloorwotor, ns get forth on tho
following pogo.
Attaohed hereto io a ourl:ont sUl:vay of the deDorlbod lJroperty, (if
it is unplatted), togothor with a oortirlcnte of title from a titlo
cortlpany, 0 copy of the deed or 0 letter from a licensod nttorney setting
forth the names of all persons, firms orcorporal:.ions owning any intorest
In the described property. .
. "
'l'he undersigned have ,been llllv ioed of, understnnd olld In
considoration of annexation, utility,' services, and other good lind
valuable consideration, do hereby agree nnd covenont as Collows:
1. n11 structures Dnd Improvementu Which oro erocted upon saId
proporty subsequent to tho doto of thlo petl t ion for annoxation
shall comply with all oppllcnblo cl ty of Clearwater rogulntions
. and ordinances os set forth in tho city Coda or Ordinances;
2. to convoy such recrea ti~n I Dnd, rocron t ion C nc 11 I ties nnd open
space land dedication Dnd/or Coes J n the nmount amI manlier
prescribed by Division 2 olltI J ,chnpter llG, ^rtlcIc IV oC the
Clearwater Code of Ordlnancou; Dlld
J. when any substandard abutting streel:. or utl1ltles atOe
subsequently upgraded by the city to meet City stDl1llardo, said
improvement will be done on nn assessment basis, consistent
with ci ty procedures tliere fore., .
wo, tho undersIgnod horoby cartiey tha t wo hnve road Dnd examined
nIl of tho statements and allegations in tho foregoing retitlon including
nttachmon\:.o and after being duly swoJ;! deponed and soy thaI:. Buch
ntntemonts are corr13cl:., complete and t .013 and voluntarily mada with [ull
know lodge theroof. '
C) /....v If) (. g(.J 1I\i:7':'(~
S'J'lI.'I'E OF FLOHI01\
COUtl'l'Y OF PIIlJ~LL1\S
,0
Of~.
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,Subscribed nntl GWOnl to 1>o[oro mo thIs Ldny
19 9.3 .
l1y COl1lll1innlon Explron:
..:;;~'~~t:.. OFrlC'AL SEAL
(.lI~ ) MIClltlE &, LtVlfl
~1t My Cammlulon E-pl,"
, . Milch <t, 199B
'.~" ~.. Coml1'l. !lo, CC 184351'
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PETITION Fon ~NNEXhTIOH
city commission
city of Clearwater
P.o. 80)( 474a
clearwater, Florida
Commissioners:
.. .,-', a . .,'
We, tho' undarsIgnod, beIng all owners or tho described real
property, oont1gllous to tho presQut bOlll1dnrieR or tho city or Clearwater, .
nnd situated in all unil1corporal:cd',l\r~n of [>1ncllns cOllnty, 'Floridn, do
hereby request thot snid property be alllloxod 1nl:o the corporal:e limits or
the City of Clearwater, Florida.
0, We hereby rurther request that: said properl:y be zOlled and clns!J1rietl
'under the Zoning Ordinance of the City or Clenrwotor, on net Corth on the
lollowlngpnge.
Attached hereto is n. current:. nurvnv oC tho do"orlbotl rroPQrty, (if
it is unplatted), together with a corl:lricnto or titlo 'Cram n title
cot11pnny, a copy of tho deed or n lett:or Cram n llcnllned nttorney nett Lng
rorth the llames 0 rail persons, C irma or cor porn t lOIlD owning n ny ill tl;ltes t
ill the deser ibod property, .
. ..
'I'he undersigned hnv13 ueoll nt.lv i tlN] oC, ulltlol'ntnlHl nm) in
considero tion of nnnexn tiOll, ut ill ty r,orv 1 coa, nlld ol:h13r good nnll
. vnlunblo considoratlon, do hereby' ngreQ olld cOvOllnllt nn follows:
1. all structures alld improvomclltD which nro, ('roctm) upon snld
property subsequent to tho dn ta or thin potl t 10n ror onllexn t: 1011
shall comply with all applicnble city of Clenrwnter rogulntlons
nud ordinances as set forth in tho city cotle of ordinances;
2. to convoy such recreation lnml, recrontion facilitios ond opell
apnce land dedication and/or rces in the nmount: nnd manner
prescribed by Division 2 nlld J, Chnpter 116, 1\rticle IV oC tlH!
clenrwater Code of Ordillnnces; nnd
J.' when. any substandard nbutting street: or util i \:les are
subsequently upgraded by the city to moot city stnndards, Baid
improvement will be done 011 nn assessment bnsis, cons lstent
with city procedures therefore.
..
\'10, the undorsigned horeby cortify that we hnvo rond and exnmilled
nIl of the statomenta Gnd 011eg11t10l1s in the forogoJI19 Petition including
attnclllnents ilnd alter being duly sworn, dOpOflCd Dud say tlwt sllch
statements are correct, complete and true and voluntnrily mndo with rull
knowledge thereof.
'. ,.
tJJL
S'l'A'l'E OF rr..ORID/\
COUNTY OF PINELL/\S
Subscribed and sworn to before mo' this !.K1l cloy' of ~~NdA.J;
199~. V'
My.commission Expires:
'~~LL
uoC'nry T
NOTARY I11DUC !J1'Am OPf'\.OllD4
MY ca.o.n9!lON D]',DEC, It-I i'9$ ,
IIONUtD 1111W GDmlAL INS. UNO.
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LAND USE PLAN
ZONING
A Q3-07 luP'Cf3-oq
pnOPER TY DESCRIPTION
L 0 1"' 'S \ 0 €, ,t )
ROLLING \-\E\OHT5
O.L1S ACRES
OWNER
APPLICANT 8 ~ R 1\0\ oR E'I P M ~ CL / BfI..\..)\(N E:LL.1 .1 C ~ M L
TO
FROM
UNCLAS~ IFIE.o
\...ow DENSITY
R~S\ DE. tJT \A L
COUUTY ~ - '3
"IGUT OF WAY
RS 6
ACRes
SEe TION Of
. S'ngll Flmlly
TOWNSUlP 2q s
B= BUS tNESS
CITY COMMISSION
RANGe 16 E ~TLAS PAGE 2. 8 ( A
'J-= VAcAN '\
PLANNING and ZONINO DOAno
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CLEARWATER CITY COMMISSION
Agendat:()NSiE~~morandum \tJ~
Big pier 60 (93-12) tp
"33
M ng 04/15/93
SUBJECT: Reconstruction of
RECOMMENDATION/MOTION: Award the contract for the RECONSTRUCTION OF BIG PIER GO
(93-12) to THE HARDAWAY COMPANY of TAMPA, FLORIDA for the sum of $1,996,268.00
which is the lowest most responsive bid received in accordance with the plans and
specifications
au and that the appropriate officials be authorized to execute same.
BACKGROUND: The purpose of this contract is to provide for the replacement of
Big pier 60 on Clearwater Beach. Five bids were received on March 17, 1993. The
existing pier will be completely removed seaward of the high water line and will
be cut off to a level 12 inches below ground in the area upland of the high water
line. A new concrete pier with wooden handrails and recessed deck lights will
be constructed in the same location. Wooden stairs and a bait house facility
will be constructed as part of the basic project. The low bidder for both the
basic project and the additional alternates is the Hardaway Company of Tampa in
the amount of $1,996,268.00. The engineer's cost estimate was $1,936,000.00.
Five additive alternates (described below) are included in the bid to provide for
the ~onstruction of eight additional wood superstructures and recycled plastic
benches on the new pier. The Harbormaster recommends the construction of all
alternates in an amount of $149,595.00 above base bid. The base bid for the
pier, handrail, and bait house is $1,846,673.00.
'Add. Alt.
Description
Bid Price
1. Entrance structure No. 1 (Main Entrance structure on
east end of pier)
2. Pavilion B (Large pavilion structure)
3. Pavilion A (5 small pavilion structures)
4. Entrance structure No.2 (Entrance structure
from beach sand)
5. site Furnishings (Recycled Plastic Benches)
$ 15,524.00
32,485.00
88,975.00
10,684.00
Total
1.927.00
$149,595.00
Approval of the award of bid will allow the work to begin in May-June, 1993. All
environmental regulatory permits, engineering design, bidding and construction
services have been obtained at a cost of $150,803. Engineering costs of $76,230
for New pier 60 Reconstruction Observation have been encumbered.
,
( continued)
,
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: R[!Vll~Wcd by:
I
(XI
, I
I
Originating Dept. !
j
Public ~orks/Engineering I
User Dept. ~ I
Marine I
Advertised:
Costs: $1,996,268.00
Legal
N/A
(Current FY)$l,996,268.00
Commission Action
Approved ~
Approved
w/conditions _____
;
: Budget ~
l Purchasing N/A
I Risk Hgmt. N/A
Funding Source:
II
1
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DIS N/A !Date: 02/08/93 & 02/17193
I
ACM a ,IPBPer:st. Petersburq Timllsl
HmORHASJER '/CA( -: I Hot 'oq"'''' I
r-su'fiiiitt V:"-' II Aff~cted parties I
, I notified I
City 11 Not required
Copt. Imp. X
Operating
Other
Denied
I Cont'd tu
I
I
I Attachments:
I Bid Tabulation
I
Appropriation CodeCs)
315-93482-563800-575-000
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(continued) Reconstruction of Big Pier 60 (93-12) Agenda Memorandum .~
In the February 1B,1993, Agenda Memorandum regarding Infrastructure Sales Tax
:,' (Penny for'Pinellas) Project List, the Commission approved a new revised project
:. list based on' the assumption that there' would, be no change: to the projected.
" ,revenue estimates, which reflected approximately a 2% .growth rate. Since, that
,; . time, . the ,audit of .last year I s receipts has, been completed and a review' of ,the
first . five months of this ,year I s rece ipts has, been made. We. now expect' an
additional $200,000 in the projected revenue estimates because of increased
\" int~rest earnings from last year' s c.ollected and unused receipts and this year I s
trend of receipts of approximately B% growth rate.
"The available balance of '$1,804,073 in"code #315-93482,> New pier 60, as of March
18, 1993, 'is sufficient to provide this amount of funds for this contract. The
mid-year, FY1992/93 Budget Review will include an amendment to provide ,the'
remaining $192 i 195 for this' proj ect from the additional "Penny for' Pinellas"
Infra Tax projected revenue estimates.
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CORRECTED PROPOSAL 4/5/93
PRESENTATION TO THE CITY COMMISSION
SUBJECT: , JOLLY TROLLEY SYSTEM
3'-/
April 2nd I had my second meeting with Roger Sweeney of the PSTA. He gave different
numbers at that meeting, as well as different direction. I also made a mistake on the labor rate
in the original presentation. This presentation corrects all information'.
The following is a proforma proposal for creating a non-profit corporation for the purpose of
providing transportation on the Clearwater islands and downtown, using the Jolly Trolley
vehicles. This transportation system can be up and running within four months, with four
vehicles.
The Board of Directors shall be made up of two members from the Sand Key Civic Association,
two members from the Island Estates Civic Association, two members from the Downtown
Merchants Association, three members from the Clearwater Beach Association, one Ex-Officio
member that is a City Commissioner, or Commissioner/Mayor, and one 'Ex-Officio Chair for
the current Executive Director of the PSTA.
1. PST A will continue to operate its initial Jolly Trolley. The route would be subject to
change by merging that service into the new non-profit corporation's inter-island
transportation system. The City will continue to pay PSTA the $211,000 per year.
Some time in the future, PSTA will consider leasing this vehicle to the City of
Clearwater. At the present time, it was indicated that several PSTA Board Members that
Mr. Sweeney'discussed this proposal with, wanted to keep the one Trolley in their,
system.
2. PSTA would lease to this non-profit corporation the second existing Trolley for $1.00
a year.
3. The City of Clearwater would buy and lease to this non-profit corporation two new
Trolleys at a cost somewhat under $400,000. These vehicles are 10 year lifetime
vehicles and the lease should be $2~,OOO per year, per vehicle to the non-profit
corporation. The manufacturer has a six month delivery cycle on a cash contract.
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4.' Future vehicles can be ordered in advance through the P~TA, where they are subsidized
by the government, and when this process begins, those vehicles should also be ordered
so there is an additional two more vehicles that will be delivered 18 months later. By
that time, the system will need the additional transportation and PSTA wi 11 lease those
also to the non-profit corporation then at $1.00 per year.
5. The fuel will be purchased by the non-profit corporation from the City of ~learwater at
its lowest possible cost - something equal to the cost that would be from the PST A.
6. The insurance would either be paid for by the non-profit corporation, an' insurance
carrier, a nationally A-rated company, will offer insurance on each vehicle at a cost of
$13,785 per vehicle, per year, or the City can self-insure the vehicles and the non-profit
corporation can pay the City the insurance premiums.
7. The non-profit corporation will p~y labor for part-time drivers at the rate of $7.00 an
hour, including Social Security charges. PSTA will participate in the hiring, training and
the licensing of those drivers at no charge. Those drivers will provide their own pre-
specified design pants or shorts and shoes, and the non-profit corporation will provide
shirts and hats that are of a holiday festive nature.
8. The base administration cost of two full time people to manage this business is estimated
at $35,000 a year combined total cost.
9. The vehicles will have a $.25 per ride and that will be done via a ticket that the driver
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punches. This way no cash transactions change hands on the vehicles. Those vehicles
will have counting devices so that there is a means of checking the amount of passengers
on the vehicle and the amount of money collected via the tic,ket sale. . The tic~ets will be
sold by all of the hotels, motels, retailers on the beach and'downtown, and other parts
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of the City that wish to participate. Two tickets - one would be a tcn ride, $2.50 ticket
- the other would be a 20 ride, $5.00 cost ticket. A 5% sales commission will be paid
to the agencies that sell the tickets. This all<?ws the hotels and motels to give away
tickets as a marketing tool for their customers to promote their business. The PSTA is
seeing whether the Trolleys can be retrofitted for taking $.25 pieces, or tokens. In the
original proposal, they were left out because PST A did not feel that the new modem
theft-proof devices could fit on the Trolley. They will be seeing 'wheth'er or not they can
work. ,If not, we will still end up with the ticket program.
. The cash' flow works like this for three Trolleys:
1. Labor - 3 Trolleys running 12 hours a day,
7 days a week would have an annual labor cost of
which ,includes the Social Security premium.
$ 91,728
2.
Fuel - Running under that current 12 hour schedule,
.7 days a week, for 3 Trolleys - the annual Fuel Bill
estimated by PST A is
24,570
3. Insurance for 3 vehicles at $13,785 is 41,355
4~ PST A pays all general maintenance cost -O-
S. Cleaning of vehicles 10,920
6. Administration cost - 35,000
7. Lease From City Civic Center Space l'
8. Cost of two leased vehicles from the City 40,000
9. Cost of one leased vehicles from PST A 1
10. Annualized cost of a 3 Trolley syst~m $243,575
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This a~ountis for three Trolleys, even though in the beginning, PST A will pay all costs for
one Trolley.
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The City currently pays PST A for J Trolley . $211,000 a year. This shall continue for the
forseeable future, PST A will cover all costs involved in this Trolley. One of the changes is the
maintenance cost on the vehicles that are either leased or purchased by the City of Clearwater.
PST A wants the City, or this non-profit corporation to be responsible for the drive train
maintenance on the vehicles. They did, however, indicate that they would pay that cost for at
least the first five years, but that number has yet to be negotiated. Especially since we are
dealing with used vehicles at the present time. They will, however, pay for all general
maintenance, i.e., the normal check-up maintenance, routine maintenance, tires, battery, etc.
The other requirement remains the same for the non-profit corporation to clean the vehicles
daily. PSTA continues to give the same estimate - that with a four vehicle route, where there
is a 20 minute time gap as the longest, and the routes encompass all areas of Clearwater Beach,
all areas of Sand Key, the Island Estates shopping area, and the Clearwater Marine, Scie'nce
Center, and the downtown Clearwater area, going to the various parking lots, as well as down
Cleveland Street. The system will have a minimum of 600,000 passengers per year. The
minimum revenue that would generate at $.25 per ride, is $150,000. Roger Sweeney of the
PST A still contends that these are very conservative passenger figures.
Maintenance cleaning of the vehicles can be accomplished by hiring part-time young people at
$10 per vehicle per night, to totally clean the interior and exterior. This would be $30 per day,
or a cleaning cost of $10,950 per year.
The City currently rents to the Chamber of Commerce for $1.00 a year, a space in the Civic
Center. This proposal is that this non-profit corporation take over that space and use it as its
central office, as well as perform the function of a Welcome Center for all tourist businesses
involved in the transportation route. The non-profit corporation would remodel these facilities
on a loan from the City. One of the numbers left out of the original proposal was that the City
has been contributing, on an annualized basis, for the second Trolley, $101,000 per year. Under
the revised figures, number one is our based estimating operating budget for three vehicles at
$251,075 per year. Number two, we will continue to lease from PSTA one vehicle at a cost of
$211,000 per year. Under number three, our based estimated income, using previous City
contributions of $101,000 annualized on the second Trolley, and the $211,000 still going to
PSTA, this becomes a base income of $312,000. Adding in the 600,000 passengers at $.25
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each, is the same $150,000, giving us an estimated gross income of $462,000. Number three,
estimated overcast is not here, because we don't know yet the numbers for the drive train
'maintenance on vehicles five years or older. Because of the transportation system becoming so
good, and the passengers being able to rise above the 600,000 estimated level, it is quite possible
that there will not be any overcharges, but that in fact there will be surpluses. At the present
time, we cannot estimate that.
1. Base estimated operating budget for 3 vehicles
2. Lease cost of original Trolley
$243,575
211.000
$454,575
3.
Based estimated income using:
Current City Contribution - 1 st Trolley
. Current City contribution - 2nd Trolley
$.25 Fare for 600,000 passengers
211,000
101,000
150.000
$462,000
This gives the City a 400% improvement in its tourist transportation system for an estimated
small amount more than the investment it is currently making.
With regards to the labor factor, PSTA recently had 100 applicants for two part-time positions
as drivers for their regular buses, at a labor rate of approximately $7.50 an hour. I personally
know that there is no shortage of skilled labor to drive these Trolleys on the beach and have a
labor rate as described in this presentation.
, ' '
With regards to the fuel numbers, those arc PST A created numbers. With regards to the
insurance, that is a quote from our corporate insurance agent from National Indemnity - A-rated.
In the event the City wishes to have a lower cost of operation, the premiums for the insurance
can go directly to the City, and the City can be the insurer, as it does on all of its other
businesses. The $20,000 annual lease payment is based on the life of the vehicle of 10 years,
and the fact that PSTA, in having conversation with the manufacturer, gave new delivery dates
on these Trolleys to six months. They were not given a cost for ordering the vehicles, although
it is estimated to be below our figures of $200,000 each. Future vehicles will come directly
through the PST A under long term buying agreements, where they are under the $1.00 per year
lease program. By buying vehicles immediately, that puts this operation into business within 120
days, which is more than enough time to have the non-profit corporation put together. Change
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the leases on the City owned property in the Civic Center, PSTA to cooperate in the hiring and
. " training of these driverst as well as the non-profit corporation hiring its staff to operate its
business, establish outlets, develop its ticket program, which PST A currently is involved with,
and in general, make the operation work.
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The legal agreeme~ts can be c'reated within less than 30 days time for the n~n-profit corporation.
Therefore~ a 6-month period to put this entire program together i~ more than adequate. This
proposal is left in the hands of all fellow Commission~rs and the Mayor. I believe the second
meeting with PST A gave us a much more accurate picture of this issue. My original math
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estimates on labor were miscalculated, and the PSTA changed the concept by maintaining one
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of the vehicles, as well as they over-estimated the cost of fuel. The only unknown factor at the
present time,.is the long-term drive train maintenancet which I am asking Roger Sweeney to
give us that data as soon as possible. 'The general budget has fat in it because we,are running
a, 12-hour program for 4 Trolleys. When Roger Sweeney has an opportunity to look at the
complete circuit, he believes that one' of those Trolleys will be unnecessary a great deal of the
time. That gives us a backup Trolley in the event of any down time, simultaneously, it gives
us a lower gross cost for operating the 4 Trolleys. PST A has invested no time in analyzing the
new route program. Before they invest that time, they want direction from the Clearwater City
Commission.
Respectfully, Submitted, .
Fred A. Thomas, Commissioner
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:MEMORANDUM
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TO: Mayor and City Commission
FROM: Michael W~CitY Manager
COPlES:' Betty Deptula, Assistant City Manager
Cyndie Goudeau, City Clerk
SUBJECT: City of Ft. Lauderdale Trolley Service
. ,
DATE: April 13, 1993
According to Horce McHugh of the City of Ft. Lauderdale; that city currently operates two.
trolleys with two separate routes.
The Wave Line trolley operates only on the beach. The City will pay $28,300 annually for the
next three years to Florida Trolley Co. to operate the trolley. Although the City estimates that
it will cost $300,000 annually to operate this trolley, any other funds over and above the
$28,300 that are needed to keep the trolley operational are accumulated from user fees,
advertising located on the trolley, fare box revenues, private subsidies and special events
conducted by Florida Trolley Company. '
The second trolley, The Downtown Trolley, operates strictly in the downtown area. This trolley'
does not charge any user fees. The City of Ft. Lauderdale contributes $25,000 annually from.
the General Fund towards the operation of this trolley. Another $50,000 for operating costs is
contributed from a Department of Transportation grant. According to Mr. McHugh, this grant
was originally awarded for a performance study, then modified to purchase equipment and was
again modified to use $50,000 annually for operating costs for the Downtown Trolley. This was
a one-time grant and it will expire once all the funds have been ~isbursed.
I have enclosed a copy of Fort Lauderdale's RFP and the sole response they received. If you
have any questions, please let me know.
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REQUBST POR PROPOSALS
RPP NO. 332-6518
CONTRACT TO PROVIDE PASSENGER SHUTTLB SERVICE
ALONG THE CITY' S BEACBFRON'l' AREA
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Issued by the Administrative Services Department
>>urchaeinq Division
city ,or Port Lauderdale, Florida
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.sonior Procurement, specialist, Thomas M. prytherch, eppo, C.P~K.
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RFP 332-6518
CONTRACT TO PROVIDE PASSENGER SHUTTLE SERVICE
ALONG THE CITY'S BEACHFRONT AREA
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TABLE OF CONTENTS
. PART
I
INTRODUCTION/INFORMATI~N
RFP SCHEDULE
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PART II
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PART III
SPECIAL CONDITIONS
4
PART. IV
TECHNICAL SPECIFICATIONS/SCOPE OF SERVICES . 8
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REQUIREMENTS OF THE PROPOSAL
'PROPOSAL PAGES
PART 'V
10
PART VI
11
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EXHIBITS:
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EXHIBIT "A" GENERAL CONDITIONS
EXHIBIT "B" PUBLIC ENTITY' CRIMES FORM
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PART I - INTRODUCTION/INFORMATION
01. PURPOSE
The city of Fort Lauderdale, Florida (City) is seeking proposals
from qualified firms, hereinafter referred to as the Contractor,
to provide passenger shuttle service along the Fort Lauderdale
beachfront and nearb~ points in accordance with the terms,
conditions, and spec~fications contained in this Request for
Proposals (RFP).
02. INFORMATION OR CLARIFICATION
For information concerning procedures for responding to this
RFP, contact Senior Procurement Specialist, Thomas M. prytherch
at (305) 761-5145. For information concerning the technical
specifications or scope of services, contact Administrative
Assistant, Horace McHugh a~t(305) 761-5025. Such contact shall
be. for clarification purposes only. Material changes, if anYt to
the scope of services or bidding procedures will only be
transmitted by written add~ndum. .
It is preferred that all questions be submitted in writing to
the Purchasing Division, 100 North Andrews Avenue, Fort
Lauderdale, FL, 33301, Attn: Tom Prytherch. To f.acilitate
prompt receipt of questions, they can be sent via FAX to (305)
761-5576 Attn: Tom Prytherch. Questions of a material nature
must be received prior to the cut-off date specified in the REF
Schedule. Proposers please note: No part of your proposal may
be submitted via FAX. The entire proposal must be submitted in
accordance with the instructions to proposers contained in this
RFP.
03. ELIGIBILITY
To be eligible to respond to this RFP, the proposing firm must.
demonstrate that they, 'or the principals assigned to the
project, have successfully provided services similar to those
specified in the Scope of Services section of this RFPi have
adequate organization, equipment, and financial resources; and,
can initiate service within the City's required schedule.
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PART II.
RFP SCHEDULE'
Release RFP,
12/09/92
Last Date for Receipt of Questions of a Material Nature
12/~6/92
Addendum Release (If required)
12/17/92
PROP9SAL DUE
(Prior to 2:00 PM)
12/29/92
Evaluation Commi~tee Review,
oral Interviews with Proposers,
and Selection of First Ranked Proposer
oi/04/9~
city Commission Award of Contract.
Contracto~ ~o Initiate service
01/20/93
.02/03/~3
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, 04. MINORITY~WOMEN BUSINESS ENTERPRISE PARTICIPATION
It is the desire of the city of Fort Lauderdale 'to increase the
participation of minority (MBE) and women-owned (WBE) businesses
in its contracting and procurement programs. ,While the city
does not have any preference or set-aside programs ,in place, it
is committed to a policy of equitable participation for these
firms. Proposers are requested to include in their proposals a.
narrative describing their past accomplishments and intended
actions in this area. If proposers are considering ,minority or
women-owned enterprise participation in their proposal, those'
firms, and their specific duties, have to be identified in the
proposal. If considered for award, Proposer will be asked to
meet with city 'staff, so that the intended MBE/WBE participation
can be formalized and included in the subsequent contract.
See General Conditions Section 1,. DB for 'MaE and WBE
definitions.
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While the City allows Contractors to take variances to the RFP
terms, conditions, and specifications, the number and extent of
variances taken will be considered in determining proposal
responsiveness and in allocating proposal evaluation points.
A proposal taking a yariance to the Minimum Requirements
contained in Section IV, Scope of Services, shall be considered"
non responsive and will not be considered unless the City has
been notified.
See Sections 1.06 and 3.07 of Ge.
PART III - SPECIAL CONDITIONS
01. GENERAL CONDITIONS
RFP General conditions Form G-107 Rev. 1/92 (GC) are included
and made a part.of this RFP as Exhibit f1AfI.
02. VARIANCES
03. PUBLIC ENTITY CRIMES
In accordance with Sections 2B7.132-.133 Florida Statutes a firm
must have a Public Entity crimes form on file with the public
agency prior to providing goods or services above the current
threshold. A copy of that form is included in this RFP as
Exhibit "B". See Section 3.13 of GC.
04. NEWS RELEASES/PUBLICITY
News releases, publicity releases, or advertisements relating to
this contract or the tasks or projects associated with the
project, shall not be made without prior city approval.
05. RFP DOCUMENTS
The Contractor shall examine this RFP carefully. Ignorance of
'the requirements will not relieve the Contractor from liability
and obligations under the Contract.
06. PROPOSERS" COSTS
The city shall not be liable for any costs incurred by proposers
in responding to this RFP'.
07. RULES AND PROPOSALS
The signer of the proposal must declare that the only person(s),
company or parties interested in the proposal as principals are
named. therein; that the proposal is made without collusion with
any other person(s), company or parties submitting a proposal;.
that it is in all respects fair and in good faith, without
collusion or fraud; and that the signer of the proposal has full
authority to bind the principal proposer.
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08. CONFIDENTIAL INFORMATION
Florida law provides that municipal records shall at all times
be open for personal inspection by any person. Section 119.01,
F.S., The PUblic Records Law. Information and materials
received by City in connection with all Proposer's response
shall be deemed to be public records subject to public
inspection upon award, recommendation for award or 10 days after
bid opening, whichever occurs first. However, certain
exemptions to the public records law are statutorily provided
for in Section 119.07, F.S. Therefore, if the Proposer believes
any of the information contained in his or her response is
exempt from the Public Records Law, then the Proposer must in
his or her response specifically identify the material which is
deemed to be exempt and cite the legal authority for the .
exemption, otherwise, the city will treat all materials received
as public records.
09. INSURANCE
The Contractor will carry in force, at Contractor's sole
expense, the following types of insurance coverage at all times
throughout the contract term:
Comprehensive General Liability including contractual liability
to cover the "Hold Harmless Agreementn with bodily injury limits
of not less than $1,000,000.00 per occurrence combined single
limit for bodily injury and property damage.
Comprehensive Automobile Liability insurance in the amount of
not less than $1,000,000.00 per occurrence.
THE CITY OF FORT LAUDERDALE IS TO BE NAMED AS AN ADDITIONAL
INSURED.
Workman's Compensation and Employer's Liability of not less than
$100,000.00 on their employees.
Prior to commencement of services, or prior to expir,ation of any
required insurance certificate, the Contractor shall provide the
purchasing Manager with a Certificate of Insurance evidencing
the above coverage The certificates shall provide for no less
than thirty (30) days notice of cancellation.
It is agreed by and between the Contractor and the city that in
the event any person, firm or corporation should sustain damages
not covered by the insurance furnis~ed by the Contractor as '
herein provided, or in excess of the limits of said insurance,
then in that event, the Contractor agrees to indemnify and hold
harmless the city.
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'10. INDEMNITY/HOLD HARMLESS AGREEMENT:
The contractor agrees to protect, defend, Indemnify, and hold
harmless the City and its officers, employees and agents from
and against any and all losses, penalties, damages, settlementR,
claims, costs, charges for other expenses, or liabilities of .
every and any kind including attorney fees, in connection with
or arising directly or indirectly ,out of the work agreed to or
performed by Contractor under the terms of any.agreement,that
may arise due to the bidding process. Without limiting the
foregoing, any and all such claims, suits, or other actions,
relating to personal injury, death, damage to property, defects
in materials or workmanship, actual or alleged violation of any
applicable statute, ordinance, administrative order, rule or
regulation, or decree of any court, shall be Included in the
indemnity hereunder.
11. CONTRACT PERIOD
The initial contract term shall commence upon final execution of
the contract by the city and shall be for a three (3) year term.
The city reserves the right to extend' the contract for
additional one (1) year terms providing all terms, conditions,
and specifications remain the same; both parties agree to the
extension, and such extension is approved by the City.
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12. INVOICES/PAYMENT
The' city will accept invoices no more frequently than once per
month. Each invoice shall summarize the service provided the
prior month. Payment will be made within twenty (20) days after
receipt of an invoice acceptable to the city.
13. CHANGES TO CONTRACT REQUIREMENTS
The routes, hours of operation, frequency of service, number and
type of equipment, as proposed and accepted by the city, shall
be firm for the initial three (3) months of the contract 'term.
Any reasonable requested changes to these requirements shall be
submitted to the Cit~ at least thirty (30) days prior to the
anticipated date of ~nitiation of the change.
It is the intent or the city that the standard fares as proposed
and accepted by the city shall remain firm for the initial
contract year. Any reasonable requested changes to the fares
shall be submitted to the City at least sixty (60) days prior to
the expiration of the contract year. Special fares may be
requested by the Contractor from time to time and will receive
prompt and reasonable city review.
The City may, after examination, refuse to accept the changes if
they are not properly documented, and increases in fares or
decreases in service are considered to be excessive. In the
event the City does not wish to accept the requested change, and
the matter cannot be resolved to the satisfaction of the city,
the City reserves the right to cancel the contract upon giving
thirty (30) days notice to the Contractor.
It is understood by the city that the Contractor may wish to
temporarily expand the level of service at the same fare while a
specific special event is occurring in the area. contractor
shall have the right to do so after giving the City prior
notice. '
14. REPORTS
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The Contractor shall submit to the city Contract Coordinator a
monthly activity and ridership report by the 15th of the month
for the prior month. The form of the report shall be developed
by the Contractor, but the information contained in the report
is subject to review and approval by the City Contract
Coordinator.
15. NOISE
Contractor shall not have music or other amplified sound
emitting from his equipment other than internal announcements to
his passengers.
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01.
PART IV - TECHNICAL SPECIFICATIONS/SCOPE OF SERVICES
MINIMUM SERVICE REQUIREMENTS
Route:
Causeway
From Cordova Road., east along the 17th street
to AlA, north along AlA to Oakland Park Blvd.
Oakland Park Blvd., south along AlA ( and Seabreeze
Blvd.) to 17th street, west along the 17th street
Causeway to Cordova Road.
Hours of Operation:
Wednesday:
Thursday:
Friday:
Saturday:
Sunday:
6:00pm to lO:oopm
6:00pm to 10:00pm
6:00pm to 12:00midnight
6:00pm to 12:0omidnight
6:00pm to 10:00pm
Frequency of Service:
Waiting intervals of no more th~n 3ominutes.
Type' of Vehicle:
Minimum of 2, wheelchair accessible, passenger
vehicles, seating 15 to 25 passengers each. These
vehicles to be "theme" type vehicles which are fun to
ride and consistent with the beach resort atmosphere.
02. REVENUES FROM FARES AND ADVERTISING
Contractor can pursue busside, tailgate and inside advertising
and will be allowed to retain all revenues from these sources.
All advertising shall be tasteful and consistent with a City
sponsored activity. The city reserves the right to review
advertising and the Contractor agrees to remove any that the
city deems to be objectionable.
Contractor will be allowed to charge fares to patrons subject to
prior city approval of fares charged, and will be allowed to
retain all farebox revenues.
Note: The maximum single ride adult fare the city will consider
will be one dollar ($1.00).
Contractor will be allowed to pursue private subsidies and joint
participation with the private sector and other sources.
Contractor is encouraged to provide additional equipment,
frequency of service, hours of operation, and routes as the
beach area shuttle service, need arises. Such changes in service
levels will require prior city approval.
Contractor will be allowed to pursue non-scheduled tour services
in the area to supplement the shuttle services.
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03. THE CITY WILL PROVIDE
The city will consider 'annual financial assistance up to the
following maximums:
contract year 1
contract year 2
contract. year 3
$50,000 maximum
25,000 maximum
10,000 maximum
It is anticipated that financial assistance will be given on a
monthly basis, in arrears, after contractor has provided'
satisfactory service levels for the prior month.. However, the
city will consider providing part of the first year's financial
assistance as "start up" funds if the Contractor can demonstrate
that he has the equipment and staff. available to start within
two (2) weeks of notification of award.
The city will provide a Contract Coordinator. The duties of the
the coordinator will be: .
Liaison between the Contractor and city as regards changes
in routes, fares, or levels of service. .
Assure the quality and consistency of.the service provided
by the'Contractor.
.Review and approve payment to the Contractor.
Approval of changes in standard fares and contract extensions
shall require city commission. Approval.
All other approvals such as, but not limited to, changes in
routes, hours.of operation, frequency of service, number and
type of equipment, advertising, special fares, etc shall require
approval of the city Manager or his designee.
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PART V - CONSIDERATION FOR AWARD/AWARD PROCEDURES
The award of the contract will be based on certain objective and
subjective considerations listed below:
1. Level of proposed service as regards routes, days and hours
of operation, frequency 'of service, back up equipment and staff
available, and number and suitability, as regards capacity, age,
condition, design and aesthetics of equipment for a resort beach
passenger shuttle operation.
Maximum points available are 40.
2. Experience, qualifications, and past performance of the
proposing firm including principals and persons proposed for the
project and financial resources.
Maximum points available are 30.
2. Proposed shuttle passenger fare to be charged and financial
assistance required.
Maximum points, available are 30.
Total Points Available are 100 points.
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Evaluation of proposals will be conducted by an evaluation
committee of qualified City Staff, or other persons selected by
the city. Proposers or Finalists may be required to provide an
oral presentation by appearing before then Evaluation committee
or by conference telephone call for clarification purposes only.
Information and references submitted will be considered in the
award.
The city may require visits to Proposers facilities or
demonstration of equipment by proposers as part of the
evaluation process.
The city' may require additional information and Proposers agree
to furnish such information.
The city reserves the right to award the contract to that
Proposer who will best serve the interest of the city.
The city reserves the right, based upon it's deliberations and
in it's opinion, to accept or reject any or all proposals.
The city also reserves the right to waive minor irregularities
or variations to the specifications and in the bidding process. .
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PART VI - REQUIREMENTS OF THE PROPOSAL
All proposals must be submitted as specified on the proposal
pages which follow. Any attachments must be clearly identified.
To be considered, the proposal must respond to all parts of the
RFP. Any other information thought to be relevant, but not
applicable to the enumerated categories, should be provided as
an appendix to the proposal. If publications are supplied by'a
proposer to respond to a requirement, the response should.
include reference to the document number and page number. This
will provide a quick reference for the evaluators. Proposals
not providing this reference will be considered to have no
reference material included in the additional documents.
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All proposals must be submitted in a sealed package with the RFP
number, due and open date, and RFP title clearly marked on the
outside. If more than one package is submitted they should be,
marked 1 of 2, etc.
.
All proposals must be received in the Purchasing Division, Room
619, 6th floor, city Hall, 100 North Andrews Avenue, Fort
Lauderdale, Florida, 33301 prior to 2:00 pm on the date
specified in the SCHEDULE section of this RFP.
The proposal shall be signed by a representative who is
authorized to contractually bind the Contractor.
PROPOSERS MUST SUBMIT AN IDENTIFIED ORIGINAL COpy
PLUS FIVE (5) COPIES OF THE PROPOSAL PAGES
INCLUDING ANY ATTACHMENTS
THE ABOVE REQUIREMENT TOTALS SIX (6) COPIES OF YOUR PROPOSAL
PROPOSAL PAGES ARE AS FOLLOWS:
Proposal Pages - Signature Page
Part I Proposal Pages - Fare Proposal
Part II Proposal Pages - Service Proposal
Part III Questionnaire
Attachments to your 'Proposal
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PROPOSAL SIGNATURE PAGE
TO: The city of Fort Lauderdale
The below signed hereby agrees to furnish the following article(s) or
services at the price(s) and terms stated subject to all .
instructions, conditions, specifications addenda, legal
advertisement, and conditions contained in the RFP. I have read all
attachments including the specifications and fully understand what is
required. By submitting this signed proposal I will accept a
contract if approved by the city and such acceptance covers all
terms, conditions, and specifications of this proposal.
Proposal submitted by:
Name (printed)
Company: (Legal Registered)
Ad.dress:
Title:
city
state:
zip
Telephone No.
FAX No.
Signature:
Date:
ADDENDUM ACKNOWLEDGEMENT - Proposer acknowledges that the following
addenda have been received and are included in his proposal:'
Addendum No.
Date Issued
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VARIANCES: state any variations to specifications, terms and
conditions in the space provided below or reference in the space
provided below all variances contained on other pages of RFP,
attachments or proposal pages. No variations or exceptions by the'
Proposer will be deemed to be part of the proposal submitted unless
such variation or exception is listed and contained within.the
proposal documents and referenced in the space provided below. If no
statement is contained in the below space, it is hereby implied that
your proposal complies with the full scope of this RFP.
Variances':
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PROPOSAL PAGES PART I FARE PROPOSAL
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The fOllowing shuttle service passenger fare(s) are proposed:
I. Single ,Ride Fare:
Adult Fare $
Child Fare $
Maximum age for child fare is
years
:',
Children under
years of age are carried free of charge.
II. Special Fare such as,all evening, weekend etc:
Please specify below type(s) and cost(s) of such fares proposed:
Type:
Adult }fare $'
Child Fare $
Maximum age for child fare is
years~
Children under
, years of age are carried free of charge~
Note: The maximum adult fare the city will consider will be.,$1.00
for a single ride.
III. Financial assistance required of the city
Contract year 1. $
Contract year 2. $
Contract year 3. $
Note: The maximum assistance planned to be available is $50,000
in year 1.,$25,000 in year 2., and $10,000 in year 3.
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PROPOSAL PAGES PART II
SERVICE PROPOSAL
The following issues should be fully responded to in your proposal.
Additional ,sheets should be used if required, but they should
,reference each issue and be presented in the same order.
t. Understanding of the city's needs for a beach passenger shuttle
service and your overall approach to those needs.
II. Proposed Routes:
III. Days and Hours of operation:
IV. Frequency of Operation:
Waiting interval of no more than
Minutes.
Provide a proposed schedule for each route above:
v. Number and type of vehicle(s) proposed:
Number of passengers carried
Describe handicapped person capability
provisions for inclement weather
Describe how this equipment provides a "theme" or fun ride
consistent with a beach resort atmosphere.
Provide picture (s). of the proposed equipment with your proposal
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VI. Other information that the city might 'find useful in reviewing
your service proposal such as advertising of the shuttle
service, brochures announcing its'availability; placement of
'route stop signs, ,plans. for special events, or other plans to
encourage beach area' use in addition to the proposed shuttle
service. ' "
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VII. How many ,calendar days from notification of award would you need
prior to the initiating service?
..;.
Days
Proposer note the minimum specifications contained in RFP PART IV.
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PROPOSAL PAGES PART 'III QUESTIONNAIRE
Prior Experience:
Number of years experience the proposer has had in providing
similar services:
years
List below those persons who are principals of the firm, or will
have a management position working with the city, if you are
awarded the contract. List name, title or position, and 'duties.
A resume or summary of experience and qualifications for each
must accompany your proposal.
List clients for whom you have provided similar services in the
last three years. Provide agency name, address, telephone
number, contact person, and date service was provided. If
services provided differs from the one presented in your
proposal, please delineate such differences.
List those City of Fort Lauderdale agencies with which the
proposer has had contracts or agreements during the past three
(3) years:
Lawsuits (any) pending or completed involving the corporation,
partnership or individuals with more than ten percent (10%)
interest:
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a. List all pending lawsuits which are concerned directly
with the staff or part of your organization proposed for
the contract:
b. List all judgments from lawsuits in the last 5 years
which are concerned directly with the staff or part of your
organization proposed for the contract.
Attach a Balance Sheet and statement of profit and Loss of the
proposing firm from the preceding calendar or fiscal year, certified
by either an appropriate Corporate Officer, or an independent
certified Public Accountant. If proposing firm is a privately held
corporation, providing such records for City review, at a time and
place convenient to the city, will satisfy this requirement. If the
proposing firm is a newly formed. corporate entity, the city may
require a personal guarantee of performance by principals or
stockholders.
The proposer understands that the information contained in these
Proposal Pages is to be relied upon by the city in awarding the
proposed Agreement, and such information is warranted by the proposer
to be true. The proposer agrees to furnish such additional
information, prior to acceptance of any proposal, relating to the
qualifications of the proposer, as may be required by the city.
PROPOSER PLEASE INSURE THAT YOU HAVE SIGNED THE SIGNATURE PAGE OP
THEBE PROPOSAL PAGES. OMISSION OP A SIGNATURE ON THAT PAGE WILL
RESULT IN RBJECTION OF YOUR PROPOSAL
COMPLETE AND RETURN THE REQUIRED NUMBER OF PROPOSAL PAGES AND
ATTACBHENTS.
PROPOSAL IDENTIFICATION: Please indicate on the face of your sealed
proposal package the following:
RFP NO. 332-6518 BEACH PASSENGER SHUTTLE SERVICE OPENS 12/29/92
IF YOU DO NOT INTEND TO BID PLEASE INDICATE THE REASON SUCH AS
INSUFFICIENT TIME, DO NOT OFFER PRODUCT OR SERVICE, UNABLE TO,MEET
SPECIFICATIONS, SCHEDULE WOULD NOT PERMIT, OR ANY OTHER REASON BELOW.
FAILURE TO BID OR RETURN THIS BID WITH YOUR NO BID COMMENTS PRIOR TO
THE OPENING DATE AND TIME MAY RESULT IN YOUR FIRM BEING DELETED FROM
OUR BIDDER'S LIST.
NO BID COMMENTS:
trolleyrfp
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City of Fort Lauderdale, Florida
GENERAL CONDITIONS
These Instrllctlons are standard for all contracts for commodities or serVices Issued through the City of Fort Lauderdale DiviSion of
PurChasing The City may delete. supercede, or modify any of these standard Instrucllons for a particular contract ~y Indlcallng such
change In 'he Invllallon To Bid (lTBl Special Conditions, TechnIcal Specifications, Instrucllons, Proposal Pages. Addenda. and Legal
Advert,semen\.
PART I BIDDER PROPOSAL PAGEISI CONDITIONS:
1,01 BIDDER ADDRESS' The City maintainS automated vendor mailing Iisls for each specific Commodity Class Item. InvltallOn
To Bid (ITS'SI wrll be mailed first to a selection of Bidders whQ have fullV registered 00 our system. Requests WIll be maIled
to un.reglstered Bidders Within a reasonable lime frame for that bid only. The mailing of one ITB to the vendor, nor a bid
In relurn, Will register a vendor on our system. If'you Wish purchase orders sent to a different address. please so IOdlcate. If
you Wish payments sent to a different address, please so indicate on your invoice. '
1.02 DELIVERY: Time will be of the essence for any orders placed as a 'result of this ITB. The City reserves the right to cancel
any orders, or part thereof, Without obligation if delivery IS not made in accordance with the schedule speCified by the Bidder
and accepted by t~e CIlY. .
1,03 PAYMENT TERMS AND CASH DISCOUNTS: Payment terms, unless otherwise 'stated in Ihis ITB, Will be considered to be nel
30 days aller the date of sallsfaclory delivery ill the place of acceptance and recelpl of correct lOVOlce at the office specified,
whichever occurs last. Bldder may olfer cash discounts for prompl payment but they will not be considered in determination
of award, If a Bidder offers a discounl, II .s understood that the discount time Will be computed from the date of sil:isfactory
delivery, at the place 01 acceptance, and receipt of correct inVOice, at the office speclfreg, whichever occurs laSt.
1.04 TOT At BID DISCOUNT: If Bidder offers a dlscouOl for award 01 all items listed in the bid. such discount shall be deducted
horn the total 01 the 111m net UM prices bld and shall be conSidered in tabulatIOn and award 01 bid.
1.05 BIDS FIRM FOR ACCEPTANCE: Bidder warrants, by virtue of bidding, that his bid and the prices quoted in his bid Will be firm
for acceptance by the City for a penod of nlOety (90) days from the date 01 bid opening unless otherwise slaled in the ITB.
1.06 VARIANCES: For purposes of bid evalualton, Bidder's must indicate any variances, no maner how slight. Irom ITB General
Conditions, SpeCial Conditions, SpeCifications. or Addenda 10 the space provided in the ITB. No variations or exceptIOns by
a BIdder Will be considered or deemed a part of the bid submllled unless such variances or excepltons are listed In the bid
and referenced In the space provided on the bidder proposal pages. If variances are not stated, or relerenced as required,
II Will be assumed that the product or service fully compiles with the City's terms, conditions, and specifications.
By receiving a bId, City does nol necessarily accept any variances contained in the bId, All vatlances submilled are subject
10 review and approval by the CUy. If any bid contains matetlal variances thaI, in the CilY's sole Opinion, make that bid conditional
In nature, the City, eserves the rightlo reject the bid or part of the bid that is declared, by lhe City as conditIOnaL
1,07 NO BIOS: If you do not intend to bid please indicate the reason, 'such as, insufficient time to respond, do not offer product
or service. unable \0 meet speCIfications, schedule would not permit, or any other reason, in the space prOVided in this ITB, Failure
to bid or return no bid comments prior to the bid due and opening date and lime, indicated 10 lhls ITB, may result in your
fltm being deleted from our Bidder's registration hst for the Commodity Class lIem requested in this ITB.
1.08 MINORITY AND WOMEN BUSINESS ENTERPRISE PARTICIPATION AND BUSINESS DEFINITIONS: The City 01 Fort Lauderdale
wants to increase the palttclpatloo 01 Minority BuslIless Enterprises IMBE), Women Business EnterpTlses tWBE). and Small
BuslOess Enterptlses (SBE) in ii'S purchaSing aClIvltles. II your firm qualifies in accordance with Ihe below definitions please
indicate In the space prOVided in thiS ITB. .
Mlnotlty BUSiness Enterprise (MBE) "A Minorily Business" is a bUSiness enterptlse Ihal IS' owned or controlled by one or
more SOCially or economically dlsadvanlaged persons. Such dIsadvantage may anse from cultural. raCial, chrOniC economIC
CIrcumstances or background or other Similar cause, Such persons Include, but arc not limtled to, Blacks, HispaniCs, Asian
Ametlcans, and Nallve Ametlcans,
"The Term 'MIf10tlly Business Enterprise' means a business alleast 51 percent of which is owned by minorlly group members
or. .n .the case of a publiclv owned bUSiness. alleast 51 percent of the stock of which is owned by minorlly group membe,rs, For
the purpose of Ihe preceding sentence, mlnonty group members are Cllizens 01 the United States wllo include, bUI are not
11m lIed 10, Blacks. HispaniCs, Asian Americans, and Native Amencans.
Women BUSiness Enterprise (WeE) a "Women Owned or Conltolled Business" is a bUSiness enlerptlSe at least 51 percent
01 which IS owned by females or in th'e case of a publicly owned business at JeaSt 51 percent of the Slack 01 which IS owned
by temales.
Small BUSiness Enterptlse (SSE) "Small BUSiness" means a corporation, partnership, soJe proprietorship, or other legal entity
formed for the purpose 01 making a prohl. which IS Independently owned and operated, has either rewer than 100 employees
or less than !i 1.000,000 to ann~al gross receipts.
BLACK, which Includes persons haVing onglns In any of the Black raCial groups of Aftlca,
WHITE, which Includes persons whose Origins are Anglo-Saxon and European and persons of Indo. European decent including
PaklstaOJ and East Indian.
HISPANIC, wtllch Includes persons of Mexlcan. Pueno Rican, Cuban, Cenlml and SOllth Amencan, or other Spanish culture
or origin, regardless of race,
NA TlVE AMERICAN. which Includes persons whose originS are American Indians. Eskimos, Aleuts, or Native HawaIIans.
ASIAN AMERICAN. which Includes persons haVing ongln In any of the Original peoples of Ihe Far East. Southeast ASia, the
!ndlan subcontinent, or the Paclhc Islands
FORMG,I07R~" 1 -92 P~gll'1o'6
EXHIBIT "A"
"AN' II Ut.,..tNIIIONS/OHLJER OF PRECEDENCE:
2.01 BIDDING DEFINITIONS: The City will use the following definitions in it's general conditions, spcclal condlllons. technical specifications,
Instructrons to bidders. addenda, and any o.her document used in the bidding process:
INVIT A nON TO Bte (lTSI when the City is requesting bids horn qualified Bidders,
REOUEST FOR PROPOSALS IRFP) when Ihe City IS requesting proposals from Qualified Proposers,
6lD . a price and terms Quote recelvl!'d in response to a ITB,
PROPOSAL. a proposal received In response to a RFP,
BIDDER. Person or Firm subrnlttlng a Bid,
PROPOSER. Person or firm subml"ing a Proposal,
RESPONSIVE BIDDER - A pet'son whose bid conforms in all material respectS to the terms and ctlooi\ions included In the ITB,
RESPONSIBLE BIDDER. A person who tlas the capability in aU respects to perfO(m in full the conlract requirements, as stated
in the ITB. and the Integrity and reliability that will atsure good fanh performance.
FIRST RANKED PROPOSER.. That Proposer, r~lng to e City RfP, whose Proposal is doomed by the City, the most advantageous
to the City after applying the evaluallon criteria contained in the RFP.
SELLER - Su~essful Bidder or Proposer who is awarded a Purchase Order or Contr81.1to provide goods or services to the City.
CONTRACTOR. Successful BK*H!r or Proposer who is awarded & Purchase Order, award Contract, Blank\!t Purcha5e Oroor agreement.
or Term Conlract to provide goods or services to the City,
CONTRACT . a deliberate veTbal or writlen ililreement between two or more competent parties to perform or not to perform a
certain act or, acts, includmg all types of agreements, regardless of what they may be called. for the procurement or disposal of
equipment. materials. supplies, services 01' construction,
CONSULTANT - Successlul Bidder or Proposer who is awarded a contract to provide professional services to the City.
The following terms may be used interchangeablv by the City: ITa or RFP; Bid or Proposal; Bidder. Proposer, or Seller; Contractor
or Consullant; Contract. Award. Agreement. or Purchase Order,
2.02 SPECIAL CONOI1l0NS: Any and all Special Conditions contained in this Ira thai may be in variance Dr ronruct wilh these General
Conditions shall have precedence over these General Conditions. If no. changes<< deletions to Genersl Conditions are made in
the Special Condlllons. then the General Conditions shall prevail in their entirety.
PART III BIDDING AND AWARD PROCEDURES:
3.01 SUBMISSION AND RECEIPT OF BIDS: To receive consideration. bids must be received prior to the bid opening date and time.
Unless otherwise specified, Bidder's should use the praposal forms provided by the City, These forms may be duplicated, but failure
10 use Ihe forms may cause the bid to be rejected, Any erasures or corrections on the bid must be made in ink snd initialed
by Bidder in ink. All information submitted by the Bidder shall be printed. lYP8WTi"en 01 filled in with pen and ink, Bids shall be
signl!'d in ink. Separate bids must be submined for each ITB issul!'d by the CitY in 5e?3r8le sealed envtllnpes properly marked, When
a partIcular ITB or RFP requires multiple copies of bids or proposals Ihey may be included in a single envelope or package. properly
sealed and identIfied, Only send bids via facirnHe transmission (FAX' if the ITB specifically states that bids sent via FAX will be
considered. If such a statement is not included in Ihe ITB, bids sent via FAX. will be rejected.
Bids will be publicly opened in the Purchasing OHice, or other designated area. in the presence of Bidder's. the public. and city
stati, Bidders and the public are invited and encouraged 10 anend bid openings. Bids will be tabulated and made available for
review by Bidder's and the public in accordance with applicable reguktlrll\s.
3,02 MODEL NUMBER CORRECTIONS: If the model number for the make specified in this ITB is incorrect. or no longer available and
replaced With an updaled model with new specilicalions, the Bidder shall emer the correct model number on the bidder proposal
page, In the case 01 an updated model with new specihcations, Bidder shall provide adequate information to allow the City to determine
Illhe model bid meets the City's requirements,
3,03 PRICES QUOTED: Deduct trade discounts, and Quote Ilrm net prices. Give both unit price and extended total. In the case of a
discrepancy In computing the amount 01 the bId. the umt pnce quoted wHl govern, All prices quotod shall be. F,O,8, destination.
freIght prepaId (Bidder pays and bears freight charges, Bidder owns goods in traosH and files any claimsl, unless olherwise Slated
In Speclill ConditIOns.
Each item must be bid sep3lilu!ly. No attempt shall be made to lle any ilem or items contained in the ITB wilh any other business
wllh the City.
3.04 TAXES: The City 01 Fort LBuderdale is exempt from Federal EXCIse and Florida Sales taxes on direct purchase of tangible prop.
erty. EJ.emption number fOl' federal Excise tall.es is 59.74.0111 K, and Stale Sales tax exemptian number is 04-00Clt 2.03-16.
3,05 WARRANTIES OF USAGE: Any Quantiues listed in lhis ITB as estimated or projecleU are provided for tabulation and inlor~ation
purposes only. No warranty or guarantee 01 quantities IS given or implied, II is understood that the Contractor will furnish the
City's needs as they arise.
3.06 APPROVED EQUAL: When the technical specificatIons call lor a brand name, manufacturer, make. model, Dr vendor 'catalog
number with acceptance 01 APPROVED EQUAL, It shall be for the purpose of establishing a level of quality and features desired
and acceptable to the City, In such cases. the CIty will be receptive to any unit which would be cq,nsidered by qualified City
personnel as an approved ~ual. In that lhl:' speCifIed make and model represent a level of quality and leatures desired by the
City, the Bidder must state Clearly 10 his bid any variance from Ihose specificalions, It is the Bidder's responsibility to provide
adequate information, in h,s bid. to enable the CflY to ensure that lhe bid meets the required criteria. II adequate information
is not subml\led with the bid, it may be relected.
The City will be the sole judge in delermining 1'lIle Ilem bid qualifies as an approved equal.
3.07 MINIMUM AND MANDATORY TECHNICAL SPECIFICATIONS:' The technical specificalions may include items that are considered
mJOlmum. mandalory. or reqUlced. II any Bidder IS unable to meet. Of exceed these items, and feels that the technical specilications
are overly reslricllve. ho must notify the PurchaSing DIVision ImmedIately. Such notification must be received by the Purchasing
DIVISIon prior 10 the deadline contalneu In the ITB. for Questions 01 a material nalure. or prior to live (5) days before bid due
and open date, whichever occurs hrSL If no sucn notlflcatlan is receIved prior to that deadline, the CitY will consider the technical
speclflcatlons to be ilccePlilble to all bidders
3,08 MISTAKES' BIdders ilrc caulloned to e~amHlC alllerms, tondrlions, speCifications, drawings, exhibilS, addenda. delivery instructions,
.1nd SP1!ClilJ condlllons peltamlng to the ITB Fa~lu!e of Ihe BIdder lQ ellamme all pertinent documents shall not entitle him to
any rehof from Ihe condlllons Imposed 10 the contract, '
ronM G,107 R~v 1 '92 Page J 01 6 II ,
EXHIBIT A'
J.U:1 .:JJ-\I'VI"'L.l:~ ANO DEMONSTRA nONS, Samples or inspection of product may be requested to aelermlne SUllaulIlty, Unless
otherwise specified In Special Conditions, samples shall be requested after the date of bid opening, and if requesled Should
be received by the City WIthin seven {71 working days of request. Samples, when requesled. must be furnished free of oxpense
to the City and if not used In tesllng or destroyed, will upon requesl of the Bidder, be returned wjthJ~ thlny (3) days of bId
award at BIdder's expense. When required, the City may request full demonstrations of unlls prior to award, When such
demonstrations are requested, the Bidder shall respond promptly and arrange a demonstration at a convenient focation. Failure
to prOVIde samples or demonstrations as specifioo by the City may result in rejection of 8 bid.
3.10 L1F.E CYCLE COSTING: 11 so speCified in the lTB, Ihe City may elect to evaluate equipment proposed on the basis 01 total
cost of ownerShip. In using Life Cycle Costing. factors such as thefonowing may be considered: estimated useful life. maintenance
costs, cost of supplies, labor intensity. energy usage, envlronmenlal impact, and residual value. The City reserves the right
10 use those or other applicable criteria, In its sole opinio.n. that will most accurately estimate total east of use end ownership,
3.11 BIDDING ITEMS WITH RECYCLED CONTENT: In llddressing environmental concerns. the City of Fon lauderdale' encourages
Bidders to submit bids Of allernate bids containing items with reeycled content. When submitting bids containing "ems with
reCYCled content. Bidder shall provide documentation adequate for the City to verify the recycled content. The City prefers
packaging consisting of materials that are d~gradablo or able 10 be recycled.
When specifically stated in the ITB, the City may give preference to bids containing hems manufactured with recycled material
or packaging Ihat is able to be recycled,
3.12 USE OF OTHER GOVERNMENTAL CONTRACTS: The Cily reserves the right to reject any part or all of any bids received and
utilize other available governmenlal contra CIS. if such action is in its best interest. '
3.13 PUBLIC ENTITY CRIMES: Sections 287.132-.133 Florida Statutes. require that no public entity shall enter into a contract. award
any bid, or transact any business in excess of the then current threshold. with any person or affiliate who has been convicted
of a public entity crime. Prior to entering into a contract to provide goods or services to a public entity. a person shall file
a Sworn statement with Ihe Purchasing Division on the approved form, By submitting a bid, Bidder warrants that he has
not been convicted ot a public entity crime and will provide a fully executed and notarized form to the Purchasing Division
if notified of award,
3.14 QUALIFICATIONS/INSPECTION; Bids wilf only be consideredbom firms normally engaged in providing the types of commoditiesl
services speCified herein. The City reserves Ihe rig hI to inspect the Bidder's facilities, equipment, personnel. and organization
at any tIme. or to lake any olher actIon necessary 10 determine Bidder's ability to perform. The Purchasing Manager reserves
the right to reject bids where evidence or evaluation is determined to indicate inability to perform,
3.15 BID SURETY: If Special Conditions require a bid security. it shall be submitted in the amount stated, A bid security can be.
in Ihe form of a bid bond, postal money order. cashiers clled, or irrevocable letter of credit. Bid security will be returned
to unsuccessful bidders as soon as practir.able after opening of bids. Bid security will be returned to the successful bidder
after acceptance of the performance bond or irrevocable Jeller oJ credit. if required. acceptance of insurance coverage. if required;
and full execution of contract documents. if required, or conditions stated in Special Conditions,
3.16 PUBLIC RECORDS: Florida law provides that municipal records shall at all times be open fOf personlll inspection by any
person, Secllon 119.01. F,S., The Public necords Law, InllJfmalion and materials received by City in connection with an ITB
response shall be deemed to be public records subject to public inspection upon award, ."ecommendation for award. or 10
days aher bid opening. whichever occurs first. However. certain exemptions to the public records law are statulorily provided
tor in Section 119.07. F,$. II the Proposer believes any 01 the information contained in his or her response is exempt from
Ihe Public Rllcords Law. then the Proposer. must in his or her response. specifically identify the material which is deemed
to be el\empt and cile the legal authority for the ellemplion, otherwise, the City will treat all materials received as publiC records.
3.17 PROHIBITION OF INTEREST: No contract Will be awarded to a bidding firm who has City elected officials. officers or employees
alhhaled with It, unless the bidding film .has lully compiled with current Florida Sta\e Statutes and City Ordinances relating
'to thiS Issue. Bidders musI disclose any such affiliallOn. Failure to disclose any such affiliation will result in disqualification
of the Bidder and remol/at of Ihe Bidder from- the City's bidder lists and prohibition'lrom engaging in any business with the
City.
3.18 RESERVATIONS FOR AWARD AND REJECTION OF BIOS: The City reserves the right to accept or reject any or all bids, part
of bids. and to waive minor irregularities or variations 10 specifrcations conlained in bids. and minor irregurarilies in the bidding
process. The City also reserveS Ihe right to award the contract on a split order basis. lump sum basis. individual item basis.
or such combination as shall besl serl/e Ihe im,erest of the Cily.
The Clly reserves the fight 10 make an award to the responsive and responsible bidder whose product or service meets the
terms. conditions, and specifications of the ITB and whose bid IS conSidered to best serve the City's interest. In determining
Ihe responsiveness of the offer and the responslbiliW of the Bidder.'the following shall be considered when applicable: the
ab'llily. capacilY and skill 01 th~ Bidder to perform as requited; whether the Bidder can per10rm promptly. or within the time
speCified, without delay or interference; the characler, integrity, repulillion. judgment, l!xperience Bnd effiCiency of. the Bidder;
Ihe quality 01 past performance by the BIdder; the preVious and e.iMing compliance by the Bidder with related laws and ordinances;
the sulllciency of the Bidder's finanCIal resources; the availoollily. quality and adaptabilily of the Bidder's supplies or services
10 Ihe reQutred use; the abililY otlhe Bidder 10 provide fUlure maintenance, service or parts; the number Bnd scope 01 conditions
attached to the bid.
If the ITe prOVides for a contract trial penod.the City serves thuit;ht. in the event the selecled bidder does nat perfarm sausfilctorily.
10 award a Irial pellod to the nell Hlnked bidder or 10 award a conlract to Ihe next ranked bidder, if that bidder has successfully
prOVIded services to Ihe CiW In lhi! pas!. ThiS procedure to continue untIl a bidder is elected or Ihe contract IS re-bid, at
the sole opllon 01 the ClIy,
3.19 LEGAL REQUIREMENTS' Applicable prOVisions 01 all federal. Slate, countv laws. and local ordinances. rules and regulations. shall
govern dev1Jlopment, submlllal and evaluilllon of all bids received in response hereto and shall govern any and all claims and
dIsputes which may allsa betwl.!cn personjsl submll\lng a bid response hereto and Ihe City by and through its olllcers, employees
anu aUlnctlled representatives. or any Olher person, nalUral or otherwise; and lack of knowledge by any bidder shall nol consllMe
a CC9ntZ,1bti! durense aglllnst the legal ertectlhercof.
fOIlM G. 107 n.." \ :92 Paul' 4 ollj
EXHIBI'r II A't
roM', I ,. "VIlIIJ,) ~I"&.o IJ""Uh~"'Lt:;
4.01 PERFORMANCE BONO/IRREVOCABLE LETTER OF CREDIT: If a performance bond or irrevocable Jetter of credit is required in
Special Conditions, the Contraclor shall within fifteen (15) working days after notlficallon of award, furnish 10 the CItY a Performance
Bond or an Unconditional Irrevocable letter of Credit payable to the City of Fort Lauderdale, florida, in the fate amount specified
in Spec'al Condilions as surety for failhful performance under Ihe terms and condItIons of the contract. If the bond IS on an
annual coverage baSIS, renewal for each SUCCeeding year shall be $UbmlUed to the City thirty (301 days prior te. the terminal ion
date of the existing Performance Bond, The petlormance Bond must be elletuted by a surety company of recognized standing,
aUlhorlled to do business in the Stale of Florida and having a resldenl agent If a letler of Credit is chosen. jt must be in a
form acceptable to tho City, drawn on a local (Breward, Dade or Palm Beach Counties) bank acceptable to the City and issued
in favor of the Cily of Fan lauderdale. ~Iorida. If a Bidder wishes to use a non local bank, he muS1 ha...e prier City approval
of the requirements 10 draw against the letter of Credit.
Acknowledgement and agreement is given by both parties that the amount herein set for the Performance Bond or Irrevocable
Letter of Credit is not intended to be nor shall be deemed to be in the nature of liquidated damages nor is it intended to limit
Ihe liability of the Contractor to the City in Ihe event of a material breach of thi5 Agreement by the Contractor.
4.02 INSURANCE: If the Contractor is required 10 go on to City property to perform work or services as B rasult of ITS award, the
Contraclor shall assume full responsibility and elq)Cnse to obtain all necessary insurance as required by City or specified in Special
Conditions.
The Contractor shall provide 10 the Purchasing Oi...lsion original cenilicates of such coverage and receive notification 01 approval
01 thOSE! certificales by the Cily's Risk Manager prior to engaging in any activities under this contract. The Contractors insurance
IS subject 10 the approval of the City's Risk Manager, The i:ertilicales must lisl the City as an ADDITIONAL INSURED and shall
have no less than thirty (30\ days written notice o! ca'ncella\ion or matenal change.
Further modification of the insurance requirements may be made at the sole discretion of the City's Risk Manager if circumstances
change or adequate proteclion 01 the City is not presented, Bidder, by submitting his bid. agrees to abide by such modifications,
PART V PURCHASE ORDER AND CONTRACT TERMS:
5.01 COMPLIANCE TO SPECIFICATIONS, LATE DELIVERIES/PENALTIES: Items offered may be tested for compliance to bid specifica.
tions. Items delivered which do nol conform to bid specifications may be reiected and returned at Contr8elor's all,pense, Any
violation resulting in contract lermlnation for cause or delivery of items not conforming to specifications, or late delivery may
also result in:
Bidder's name being removed from the City's bidder's mailing liSI lor a specified period and Bidder will not be recommended
for any award during that period.
All City Departments being advised 10 relrain from doing business with the Bidder.
All olher remedies in law or equity,
5.02 ACCEPTANCE, CONDITION, AND PACKAGING. The malerial delivered in response 10 ITB award shall remain the property of
Ihe Seller until a physical inspection is made and the malenal accepled to the satisfaction of the City. The malerial must comply
luUy WIth the lerms of the ITB, be of 'he required Quality, new, and the latest model. All containers shall be suitable for storage:
and shipmen! by common carrier, and all prices shall include standard commercial packaging. The City will nol accept substitutes
of any kind, Any substitutes or material nol meeting specifICations will be relurned at the Bidder's expense. Payment will be
made only after City receipt and acceptance of materials or services.
5.03 SAFETY STANDARDS: All manufactured items and fabricatetl assemblies shall comply with applicable requirements of 'he
Occupational Safety and Heallh Act of 1970 as amended. and be in compliance with Chapter 442, Florida Statutes. Any toxic
subSlance'llsled in Section JBF-4LQ3 of the Floridll Admlnislrative Code delivered as a result of this order must be accompanied
bva completed Malerial Safety Data SheetIMSDSI.
5,04 ASBESTOS STATEMENT: All material supplied must be 100% asbestos free. Bidder. by vinue of bidding, certifies that if awarded
any pOJlton of the ITB he will supply only material or eQUipment Ihal is 100% asbeSlos free,
5,05 OTHER GOVERNMENTAL ENTITIES: If the Bidder is awarded a contract as a result 01 this lTB, he will, if he has sufficient capacity
or quantities available, prOVIde to other governmental-agencies, so requesling, the products or services awarded in accordance
With Ihe terms and condilJons of the ITS and resulting contract. Prices shall be F.O.8 delivered 10 the requesting 8g1mcy.
5,06 VERBAL INSTRUCTIONS PROCEDURE: No negotialions, deciSions. or aclions. shall be inilialed or tlll.BCuted by the Contractor
as a result of any discussions with ilny Cily employee, Only those communications which are in writing from an authorized
City representative may be considered, . Only written commUnications from Contractors which are assigned by a pelson d\!signated
as authorized to bind the Conlractor will be recognized by Ihe City as duly aUlhomed expressions on behalf of Contractors.
5,07 INDEPENDENT CONTRACTOR: The Conlractor is an independent contractor under this Agreement. Personal services provided
by the Proposer shall be by employees ollhe Contractor and subject to superviSion by the Contraclor, and not as officers, employees,
or agents 01 the CitV, Personnel policies, tilX responSibIlities, social security, health insurance, employee benefits. purchasing
polrcles unless olherwise Slated In this ITS, and olher Slmltar admlOlSlrallve procedures applicable to services rendered under
thiS Comract shall be those 01 the Contractor.
5.08 INDEMNITY IHOLO HARMLESS AGREEMENT: Th!,) COnlrilCIOr agrees to prolecl. delend, indemnify, and hold harmless the Cily
or Fori Lauderdale and liS offIcers, emplovees and agents from and agalOsl any and aU losses. penalties, damages. settlements,
claIms, costs, charges for olMer expenses. or Irabllllles of every ilnd any kind Including illlorney fees, in conneclion wilh or arising
dlrectl.,. or mdllec\ly tlut of the WOIk agreed to or performed by Contraclor under the terms 01 any agreemenl Ihat may arise
duc to Ihe bidding process WlIhoul limltlOg lhe foregOing, any and all such clillms, SUI IS, or other aCllons. relaung to personal
Injury. dealh, damage 10 properly. defects In malerlals or workmanship, actual or alleged viola lions of any applicable stiltule, ordinance,
admlOlstrallvc Older, rule 01 regulallon. 01 outlet! of any coun. shall be included m the indemnitv hereunder.
FORM G,I01 Rev \/92 Pat}1! 5 \:II (i
EXHIBIT "A"
,.
./
o.U!i 'ERMINA IIUN rOR CAUS!:: If. through any cause. the Contractor shall fall to full III In a timelY i1nu proper mannllr liS oOllgallons
under thrs Agreement, or ir rhe ContraClor shall vio/ale any or Ihe provisions 01 this Agreement, the CllY may upon wrmen
notice to the Contractor terminate the rIght 01 the Contractor to proceed under this Agreement, or with such part or parts
of the Agreement as to whIch there has been a default. and may hold the Conlractor liable for any damages caused 10 the
City by reason of such delaull and lermlnallon, In the event 01 such terminal ion, any completed services performed by the
Contractor under this Agreement shall, atlhe option of the Cily. become lhe City's property and Ihe Contractor shall be entitled
to receive equitable compensation for any work completed 10 Ihe satisfaction of the City. The Contractor, however, shall not
be relieved of liability to Ihe City for damages sustained by lhe Clly by reason of any breach of the Agreement by the Conlractor.
and the City may withhold any payments to the Contraclor for Ihe purpose ot seloff unlil such lime as the amount of damages
due to the City from lhe Contractor can be determined, .
5.10 TERMINATION FOR CONVENIENCE: The City reserves the righI, in its best interesl as determined by the City, to cancel contract
by gIving written nolice 10 the ContraClor thirty 130Tdays prior to the effective date of such cancellation.
5.11 CANCELLATION FOR UNAPPROPRIATED FUNDS: The obligation of the City for payment to a Contractor is limited to thD availability
of funds appropriated in a current fiscal period, and continuation of the contract into a subsequent fiscal period is subject
to appropriation of funds, unless otherwise authorized by law,
5.12 RECORDS/AUDJT; The Contractor shaH maintain during lhe term of the contract all books of account, reports and records
in accordance with generally accepted accounting practices and standards for records directly related to this contract. The
form 01 all records and reports shall be subject to the approval 01 the City's Internal Auditor. The. Contractor agrees 10 make
available to the City's Inlernal Audilor, during normal business hours and in Broward. Dade or Palm Beach Counties, all books
of account. reports and records relallng to this conlract for the duration of the contract and retain them for a minimum period
of one (11 year beyond the last day or the conlract term. '.
5.13 PERMITS, TAXES, LICENSES: The successful Contractor shall at his own BlCpense obtain all necessary permits. pay all licenses,
fees and laxes, required to comply with all local ordinances. stale and federallaw"s, rufes and regurations applicable to business
10 be carried on under this contract.
5.14 LAWS/ORDINANCES: The Contractor shall observe and comply with all Federal, State, local and municipal laws, ordinances.
rules and regulations that would apply to this contracl, .
5.15 NON DISCRIMINATION: There shall be no discriminalion as'to race, sex. color. creed, age or national origin in the operations
conducted under this ConlraCl.
5.16 UNUSUAL CIRCUMSTANCES: If during a contract term where costs to the City are to remain firm or adjustments BrB restricted
by a percentage or epl cap, unusual cIrcumstances that could not have been-foreseen by eilher party fO the conlrsct occur.
and those circumstances'significantly affect the Contractor's costs in providing the required items or services, then the Contractor
may requesl adjustments to the costs 10 the City to reflecl Ihe changed circumstances. The circumstances must be ~eyond
the control of the Contractor, and the requested adjustments must be fully documented. The City may, aher examination,
refuse to accept the adjusted costs if they are not properly documented, increases are considered to be excessive, or decreases
are conSidered to be insuffiCient. In the event the Cily does not wish to accept the adjusled costs and the matter cannot
be resolved to the satisfaction of the City. the City will reserve the following options:
1. The contract can be cancelled by the City upon giving (301 days written notice 10 the Contractor with no penalty to the
City or Contraclor. The Contractor shall fill all City requirements submiUed to the Contractor until the terminalion date contained
In rhe notice.
2. The Clly requires the Contractor 10 conlmue to prOVide the items and services at the firm fixed Inon adjusted) cost until
the termination of the contract term then in effect.
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3. If the City, in its interest and in its sore opinion, determines that the Cantraelor in a capricious manner anempted to use
this seClion of the contract to relieve themselves of a legitimate obligalion under the contraCI. and no unusual circumstances
had occurred, the City reserves the nght to take .any and all aClion under law or equity. Such action shall include, but not
be limited to, declaring the Contractor 10 defaull and disqualifYing him from receiving any business from the City for a stated
pOllod of lime.
If the City does agree to adjusted cOSts. these adjusted costs shall not be invoiced 10 the City until the Contractor receives
nOlice in wrlting signed by a person aulhorized to bind Ihe City 10 such matlers.
5.17 ELIGIBILITY: If applicable, the Contractor must first register wilh the Department of Slate of lhe Slate of Florida. in accordance
With Flonda State Statutes, prior to entenng inca a contract wHh the CUV,
5.18 PATENTS AND ROYALTIES: The ContraClor, without exception, shall indemnify and save harmless the City and ils employees
from liability 01 any nature and kind. Including cost and expenses for or 0'1 account of any copyrighted. patented or unpatented
Invenllon, process, or arltcle manufactured or used in the performance of the contract. including its use by lhe City. If lhe
Contractor uses any deSign. deVice, or materials covered by lellers, patent or copyright ills mutually agreed and understood
Wl\houl excepllon Ihalthe bid prices shall Include all rayall"Js or cost arising from the use of such design, device. or moterials
In any way /TIllollled In the work,
5.19 ASSIGNMENT: Conlractor shall notlransler or assign the performance required by this ITB without the prior wrillon r:onsent
01 the Cny, Any award issued pursuant 10 this ITB, and the monres which may become due hereunder. are nol assignable
except With the prior wnll,en approval of the City Manager or selected designee.
5,20 LITIGATION VENUE' The parties WalVFl Ihe pr.ivllege of venue and agree that all litigation between them in the Slate courts
shall take place In Sroward Counly, Florida. and that all litigation between them in Ihe federal courts shall take place In the
SoulllUrn District In and for the Slala of Florida. .o
EXHIBIT IIA"
FORM G.I01 Ruv ,1, 92 P.lyu Ii 01 Ii
and
VENDORS PLEASE NOTE:
NEW REGULATION CONCERNING PUBLIC ENTITY CRIMES
Section 287,132 - .133 (3)(a) Florida Statutes, ertective July 1, 1989 reqUire that no public entity shall enter
into a contract, award a bid, or transact any business in excess of $10,000.00 with any person or affiliate who
has been convicted of a public entity crime. Prior to entering Into a contract to provide goods or services to a
public entity, a person shall file a sworn statement with the Purchasing Division on Form 7068.
A copy of the form is reproduced below. This completed form must be on file prior to the issuing of a Purchase
Order.
Bid or Contract No.
FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES
SWORN STATEMENT UNDER SECTION 287. T33(3)(a),
THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICER AUTHORIZED
TO ADMINISTER OATHS.
1. This sworn statement is submitted with Bid, Proposal or Contract No.
for
This sworn statement is submitted by
2.
Iname of entity submiftlng sworn statement)
whose business address is
(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;
,)
3.
My name ;s
and my relationship to the
(please print name of individual signing)
entity named above is
4. 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 with the
United States. including, but not limited to, any bid or contract for goods or services to be provided to any
public entity or an agency or political subdivision of any other state or ,of the United States and involving
antl.trust. fraud. theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation.
5. I understand that "convicted" or ,"conviction" as defined in Paragraph 287.133(1 )(b), Florida Statutes, means
a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any
federal or state trial court of record relating to charges brought by indictment or information after July 1.
1989, as a result of a jury verdict, nonjury trial, or entry of a plea of guilty or nolo contendere.
6. ' 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, emplovees. 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 pr,ima 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 affiliale,
7. 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 stale 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, ~mployees, members.
and agents who are active in management of an entity,
8. Based on information and belief, the statement which I have marked below is true in relation 10 the entity
submilting this sworn statemont. (Plene indicate which statement applies.) .
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. The person or affiliate has not been placed on the convicted vendor list. (Please describo
any action taken by or pending with the Department of General Services.)
Date
(Signature)
STATE OF
COUNTY OF
PERSONALLY APPEARED BEFORE ME, the undersigned authority,
(name of individual signing)
in the space provided above on this
. 'who, after first being sworn by me, afflxed his/her signature
day of.
.19
NOTARY PUBLIC
My commission expires:
EXHIBIT rlB'1
FORM PUR 7068 lRey, 10/90)
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CONTRACT 332-6518
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The city's RFP 332-6518 and the Proposer's proposal in response are
amended by the following:
I. Proposal Variances Taken
a city subsidy shall be $28,333.00 per year, for a maximum of
three years, payable in equal monthly installments after
satisfactory service in the prior month. If at contract
service initiation, service is provided for only part of the
month, the subsidy will be prorated for actual service
provided.
,
b. There shall be an annual contract review commencing ninety
(90) ,days prior to the contract anniversary date. Such
review to include, but not be limited to service levels,
ridership, routes, fares, contract financial situation, and
marketing. Each party to the contract shall submit to the
other, in writing, specific issues to be discussed at the
review meeting that shall be held no later than sixty (60)
days prior to the contract anniversary date.
section 5.10 of General Conditions shall not be superceded
or modified by the above article.
II Proposal Exhibit 6.
a. Contractor shall have the responsibility for the following
and shall also be responsible for any costs incurred.
Design, production, and distribution of brochure.
Marketing contacts with hotels, restaurants, motels,
chamber, and tourist associations to promote the service and
sell advertising.
Provide and staff a beach information center which will
display city brochures.
Provide drivers who are well versed in Cit~ attractions and
activities and can provide accurate direct10ns.
In the event Contractor has empty advertising panels on his
vehicles and city has appropriate advertising media of City
sponsored events, City shall provide the advertising media
and Contractor shall display the advertising at no cost to
the city.
b. city shall be responsible for providing and installing any
trolley stop signs along the approved routes.
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III. RFP Part IV, - Scope of Services
-
a. Hours of Operation/Routes:
The following service shall be added to the minimum service
requirements at service initiation:
Saturday and Sunday from 12:00 Noon to 6:00 PM a limited
service from Cordova Road and the 17th street Causeway to
AlA and Sunrise Blvd., using a single vehicle.
b. Future Route Expansions:
The following route expansions are contemplated based upon
ridership levels, marketing support, and service requests
during the initial contract phase:
1. From AlA along sunrise Blvd to Galleria and the Guest
Quarters Hotel.
2. From, AlA along Oakland Park Blvd to the Coral Ridge
Mall Shopping center.
3. From AlA along Las 01a5 Blvd to Riverwalk, The Museum
of Science and Discovery and The performing Arts
Center.
It is the intention of the parties that route expansions be
expansions of the primary route which is from Cordova Road
and the 17th street Causeway to oakland Park Blvd. and AlA.
c. Special Fares:
.
Contractor agrees to pursue special fares either on a full
time or trail basis. Such special fares could be an all
night fare, 3 day, or week fare which could also be marketed.
through hotels, or tied in with visitor vacation paclcages.
d. special Events:
In the event of City sponsored special events in the trolley
service area, the Contractor will provide additional
services at no charge to the city. Such additional services
to be based upon equipment availability, projected
ridership, and contractor charging fares.
If a city sponsored special event requires trolley shuttle
service, Contractor shall provide that service at no charge
t9 the city and will consider an adjusted fare., 'such. .
services and fares to be based upon equipment availab~l~ty,
projected ridership, and route distance.
e. Trial Implementations:
Contractor agrees to conduct reasonable trial
implementations of such things as route adjustments, spec~,al
fares, etc., at the request of the City. It is understood
that such trial implementations are not to be a financial
burden to the city or Contractor, but could be used explore
new areas of service to the public.
6518amendl
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FROM:
BY:
George L. Hanbury, II, City Manager
DRAFT
W
MEMORANDUM NO.:
DATE:
TO:
January 29, 1993
Mayor Jim Naugle
Vice Mayor Jack Latona
Commissioner John E. Aurelius
Commissioner Cary Keno
Commissioner Carlton B. Moore
SUBJECT:
Horace A. McHugh / Administrative Assistant, CMO
Beach Shuttle contract Amendment
-----~--~-~~--------------------------------------------------------
We have pursued negotiations with the sole proposer and have been
successful in accomplishing substantial enhancements to the initial
proposal subsequent to agenda publication.
Below is a summary of critical issues which were addressed:
a. Hours'of Operation/Routes:
The route and hours of minimum service requirements at
service initiation includes:
saturday and Sunday from 12:00noon to 6:00pm, a limited
service from Cordova Road and the 17th street Causeway to
AlA and sunrise Boulevard.
b. Future Route Expansions:
The following route expansions are being comtemplated and
will be implemented as early as possible, based upon
ridership levels, marketing support'and service requests
during the initial contract phase:
. 1. From AlA along sunrise Blvd to Galieria and the Guest
.Quarters Hotel.
2. From AlA along Oakland Park Blvd to the Coral Ridge
Mall Shopping Center.
3. From AlA along Las alas Blvd to Riverwalk, The Museum
of science and Discovery and The Performing Arts center.
These expansions will be expansions of the primary route.
c. Payment of city' s Subsidy ,
city subsidy shall be $28,333.00 per year, for a maximum of
three years, payable in equal monthly installments.' The
prior proposal was for $50,000, $25,000 and $10,000 payments
in each of the three contract years.
d. Special Events:
In the event of city sponsored special events in the trolley
service area, the 'contractor will provide additional
services at no charge to the city. Such additional services
to be based upon equipment availability, projected
ridership, and Contractor charging fares.
We will be available to provide any additional clarifications at the
February 2, 1993 Commission meeting.
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FORT LAUDERDALE
DOWNTOWN.
TROLLEY CO., INC.
PROPOSAL
. RFP NO. 332-6518
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PROPOSAL S,IGNATURE PAGE
TO: The city of Fort Lauderdale
The below signed hereby agrees to furnish the following article(s) or
services at the price(s) and terms stated subject to all
instructions, conditions, specifications addenda, legal
advertisement, and conditions contained in the RFP. I have read all
attachments including the specifications and fully understand what is
required. By submitting this signed proposal I will accept a
contract if approved by the city and such acceptance covers all
terms, conditions, and specifications of this proposal.
Proposal submitted by:
Name (printed) Joseph D. Perez
Title: Vice President
Company: (Legal Registered) Ft. Lauderdale DoYntoy~ Trollev Co.. Inc.
Address: 200 Northyest 2nd Street
City Ft. Lauderdale
state: Florida
Zip 33311
Telephone No. (305) 522-7701 FAX No. (305) 522-7114
Signature:g~ U /~_ ~~. Date: 12/23/92
ADDENDUM ACKNOWLEDGEMENT - Proposer acknowledges that the following
addenda have been received and are included in'his proposal:
Addendum No.
'Date Issued
VARIANCES: State any variations to specifications, terms and
conditions in the, space provided below or reference in the space
provided below all variances contained on other pages of RFP,
attachments or proposal pages., No variations or exceptions by the'
Proposer will be deemed to be part of the proposal submitted unless
such variation or exception is listed and contained within the
proposal documents and referenced in the space provided below. If no
statement 'is contained in the below space, it is hereby implied that
your proposal complies with the full scope of this RFP.
Varian~es :'
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PROPOSAL PAGES PART I FARE PROPOSAL
The following shuttle service passenger fare(s) are proposed:
I.' s~nqie ~ide Fare:
Adult Fare $ '$1.00'
Child Fare $$1.00
Children under 10
Maximum age for child fare is lO-up years
years of age are carried free of charge.
II. Special Fare such as all evening, weekend,etc:
,
Please specify below type(s) and cost(s) of such fares proposed:
Type: NONE
Adult Fare $
Child Fare $
Maximum age for'child fare is
years.
Children under
years of age are carried free of charge..
Note: The maximum adult fare the city will consider will be $1.00
for'a single ride.
III. Financial assistance required of the City
cpntract ,year 1. $ S50,OOO.OO
Contract year 2. $ $?Il,OOO.OO
, Contract year 3. $ S10.000.00
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Note: The maximum assistance planned to be available is $50,000
in year 1'., $25,000 in year 2., ,an.d $10,000. in year 3.
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PROPOSAL PAGES PART II
SERVICE PROPOSAL
The following issues should be fully responded to 'in your proposal.
Additional sheets should be used if required, but they should
. refer~nce each iisue and be presented in the same order.' '
I. Understanding of the city's needs for a beach passenger shuttle
service and your overall approach to those needs. ,Exhibit 112
II. Proposed Routes:
~'See:, Exh'iliii" 'nj "& "f/4'.'
III~ Days and ~ours of operation:
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IV. Frequency of operation:
waiting interval of no more than: :'..30""" 'Minutes.
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provide a, proposed schedule for each route above:
V. Number and type of vehicle(s) proposed:
.f'"" """':"~......t.",,_t'. ~.-..'~~: ;, ....M.I...~f.
. '2/- Trolley type
Number of passengers carried 30 each vehicle
Describe handicapped person capability
fAD! '~approved
provisions for inclement weather
half open, 'half enclosed and curtains
Describe how this equipment provides a "themeil or fun ride
consistent with a beach resort atmosphere.,
Provide picture(s) of the' proposed equipment with your proposal
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other information 'that the city might find usef~l in reviewing
your service proposal such as.'advertisinqof'the shuttle
s'ervic'e, ,brochures announcing its 'availability, placement of
route stop 'signs, plans. for special events ,or other plans to
ehcourage beach area use in addition to the proposed shuttle
service.' ":.....-~,,,. .'_"1_._,"" ",..:'~;""~ '
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How, many
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service?
of
award
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minimum
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RFP
PART
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PROPOSAL PAGES PART III QUESTIONNAIRE
Prior Experience:
Number of years experience the proposer has had in providi~9
similar services:
.15 years
List below those persons who are principals o~ the firm, or ,will
have a management position working with the city, if you are
awarded the contract. List name, title or position, and duties.
A resume or summary of experience and qualifications for each
must accompany your proposal.
Jn~pph D. Perez Vice President
Robert W. Matheny, Jr.
Michael G'Francisco .
List clients for whom you have provided similar services in the
last three years. Provide agency name, address, telephone
number, contact person, and date service was provided~ If
services provided differs from the one presented in your
proposal, please delineate such differences.
1. DDA Ft. Lauderdale 350 SE 2nd Street Ft. Lauderdale, Fl. 33301 (305) 463-6574
Frank Schidman 2) C.V. Deerfield 834 S.Military Tr. Deerfield, 33442 (305) 421-5561
Al Brass. 3) C.V. Pembroke 13460 SW lOtI; Street Pembroke Pinest 33027
(1nll)~ 31)-ilOOO T.indn Seidman
List those City' of Fort Lauderdale, agencies with which the
proposer' has had contracts or agreements during the past three
( 3) years: .
DDA Ft. Lauderdale
Lawsuits (any) pending or completed 'involving the corporation,
partnership or individuals with more than ten percent. (10%)
interest:
.I.:":~li
~:NOW: :,: .
~
.16
VENDORS PLEASE NOTE:
NEW REGULATION CONCERNING PUBLIC ENTITY CRIMES
Section 287.132 - ., 33 (3Ha) Florida Stntutes, effective July 1, 1989 require that no public enlity shall enter
into a contraCl, award a bid, or transact ony business in excess of $10,000.00 with any person or affiliate who
has been convicted of a public entity crime. Prior to entering into a contract to provide goods or services to a
public entity, a person shall file a sworn statement with the Purchasing Division on Form 7068.
A copy 01 the form Is reproduced below. This completed form must be on file prior to the issuing of a Purchase
Order.
Bid or Contract No. 332-6518
FLORIDA STATUTES, ON PUBLIC ENTliY CRIMES
SWORN STATEMENT UNDER SECTION 287.i33(3}(a),
THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICER AUTHORIZED
TO ADMINISTER OATHS.
1. This sworn statement is submitted with Bid, Proposal or Contract No. 332-6518
for The City of Fort Lauderdale
2. This sworn statement is sub~itted by Fort Lauderdale Downtown Trollev Co.
200 N 2 (nome OFf entity submiuing sworn ~tatement)
whose business address is . W. St. t. Lnuderdale I FL 33311
(if applicable) its Federal Employer IdentHication Number (FEIN) is 59-2757161
(If the entity has, no FEIN, include the Social Security Number of the individual signing this sworn statement:
.)
3. My name is M; chael Get'aci and my relationsh!p to the
_ Iplease print name of individual signing)
entity named above is President
4. I understand that a "publi,c entity crime" as defined in Paragraph 287,133(1 )(9), Florida Statutos, 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 with the
United Slates. including, but nol limited to, any bid or contract for goods or services to be provided to any
public entity or an agency or political subdivision 01 Dny other state or ,of the United States and involving
an~itrust. fraud. theft, bribery, collusion. racketeering. conspiracy, or material misrepresentation.
5. I understand that "convicted" or "conviction" as defined in Paragraph 287.1 33(1 )(b~. Florida Statutes, means
a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt. in any
federal or state trial court of record relating to charges brought by indictment or information after July 1,
1989, as a result of a jury verdict, nonjury trial, or entry of a plea of guilty or nolo contendere.
6.' ' 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 1I public entity crime; or
2. An entity under the controi at any natural person who is active in the management of the entity and
who has been convicted of a public entity crime. The term "affiliale" includes those officers, directors. executives,
partners. shareholders, employees. members, nnd agents who arc active in the management of an affiliate.
The ownership by one person of shares constituting a controlling interest in anolher person, or a pooling,
of equipmenl or -income among persons when not for fair market value under an arm's length agreement,
shall be a p'rima facie case that one person controls another person. A person who knowingly enters into
a joint venture wilh a person who has been convicted or a publiC entity crime in Florida during the preceding
36 months shall be considered an affiliate.
7. I un<lerstand that a "person" as defined in Paragraph 287 .133( 1 )(e}, J:lorido Stlltutes. means any natural
person or entity organized under the Jaws of any stote 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 (l public entity. or which otherwise transacts or applies 10 transact business with a public entity. The
lerm "person" includes ,those officer~. directors. executives, partners, shareholders, employees, members.
and agents who are active in managemenl of an entity.
8, Based on in~ormation and belief, the statement which I have marked below is' true in relation to the entity
submitting this sworn statement. (Pleose indicote which statement npplies.) .
-.....-- -- .~..~,
and
'..'......
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Neither the entity submiuing this sworn sWtoment, nor any officers, directors, executives. partners.
shareholders, employees, members, or agents who are active in management or the entity, nor any offilJate
of the entity have beon charged with and convicted 01 0 public entity crime subsoqucnt,to July 1, 1989.
The entity 5ubmlltlng this swbrn statement, or ana or morc of the officers, directors, executives,
partners, shareholders, employees, members, or agents who are active in management of the entity, or an
aflillate of the entity has been charged with and convicted of a public entity crime subsequent to July 1.
1989, AND lPloase indlcDte which oddltlonol stDtemont applios.) ,
There hat; been a proceeding concerning the conviction before 'a hearing officer of the
State or Florida. ~ivision af Administrative HeB'rings. The final order entered by the hearing officer
did not place the person or affiliate on the convicted vendor list. (Please attach a copy of the final
order.)
The person or affiliate was placed on the convicted vendor list. There has been a subsequent
proceeding before a hearing officer of the State of Florida, Division of Administrative Hearings. The
final order entered by the hearlng afficer determined that it was in the public interest to remove
the person or affiliate from the convicted vendor list. (Please attach a copy of the final order.)
The person or affiliate has not been placed on the convicted vendor list. (Please describe
any action taken by or pending with the Department of General Services;)
/'?-~/rV
/ Date'
(Signature)
STATE OF
'::J~~
COUNTY OF
~~-
PERSONALLY APPEARED BEFORE ME, the undersigned authority,
/1J, 'CJ,14 ~ c.. G ~(.. .t
(name of individual signing)
who, after first being sworn by me, affixed his/her signature
in the space provided above on this
c9'3
day ~f _'De.e... . 19 q '2..... ,
Gh~ ~AR~
My commission expires:
NOT,UV '\Jft\.ICI SU.1E OF FlOR.IDA AT LAROIi
J,\Y co"-MIS!:ION lly.rmES MAY 07. 1994 t ,
BOHOED tHllU AOEIn'S, NOT ARY BROKJ:RA08
FORM PUR 706B IRay. 10/901
ExurB IT 11 B.t
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,EX'HI BI'T #2
Tourism-and. the economy go hand-in-hand and both are 1 inKed
t~ the most prominent feature of Fort Lauderdal~, the beach.
Fort Lauderdale's beach is presently the show case of
Broward County.
When the City of Fort Lauderdale undertooK the beach ,
beautification program it also created a'need for a people
mover system that would compliment the friendly pedestrian
atmosphere.
A passeng~r shuttle system will also help to el iminate some
of the traffic congestion which occurs during"the winter and
summer seasons.
, ,
The Fort Lauderdale region is d~awing, over 5 mill ion tourist
visitors a year, with over one-half million visitors coming
from overs~as. These visitors pour over 4 bill ion in
tourism dollars into the local economy. Most of these
visitors especially the overseas visitors are without,'
tran~portation and must depend on the county.transit system.
The system is presently over loaded. The presence of San
Francisco stYle'tracKless Trolleys wfll not only enhance the
atmosphere of the beachfront, but also assist 'the regular
transit system in moving the vast influx of people
concentrated in a relatively small area.
The availabil ity of a beach shuttle will also assist the
present businesses along its route which contribute revenue
year'round to the local economy.
It is the desire of Fort Lauderdale Downtown Trolley
Company, Inc. to create a beach shuttle route from the area
from Federal Highway and the 17th Stre~t Causeway east along
the Fort Lauderdale beachfront to OaKland Par'\( Blvd.' in a
continuous hourly loo~ using all of the current t~ansit bus
stops.
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NORTH BOUt~D STOPS
----------------------------------
----------------------------------
. I
. Cordova Drive & 17th St.
2~.' Bobby Rubino's
3. Office Building
4. Convention Ctr. Base of,8rl~ge
5. ,Gas StatIon
,.6." Church by the Sea
7." Harbor ,Beach Drive
8~ Holiday Drive
9. ,YanK,ee ell pper
10. ParKing Lot (Beach,SIde)
';",'11. La.s Olas Blvd.
,:",,:' '12. Across fr,om Bahama Hotel
',,' '1'3'. Ba,yshore Dr I ve
-14. Across from Surf & Sun Motel
15~ Across from Horizon Motel
16~ Across fr~m Ho-Jo's Hotel
',' . . ,17. Across from Bonnet House
.! 18. Sunrise Blvd.
19. Across from Birch State ParK
20. A~ross,from Birch ParK Manor Motel
21 .' 15th Stree t
" 22'. 16th Stree t
'.;23. ,17th Court
24. 21st Street'
,\, . 25~23rd Street
....s ~ 25th Str'ee t
/. 27th Street
28.' Acro~s from N. Beach Ho~pital
; 29. 30th Street
.~ :30. OaKl'and ParK - Walgreens
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SOUTH BOUND STOPS
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OaKland ParK - Walgreens
North Beach Hospi tal
27th' Stree t
25th stree t ,
23rd str'ee t
21st street
17th Str'eet
16th street
15th Stre'e t
Manor Hotel <Condo)
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Firehouse
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Arby's Restaurant
Quay
Southport Pl aza,
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"(EXHIBIT <<6'
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VI'. Fort Lauderdal e Downtown Troll ey Company, tnc. suggests
the fol lowing proposed Ideas be reviewed for the promotion
of a Tr~lley Beach Shuttle.
A~ The deslQn of a colorful beach shuttle brochure showing
the'map of the- r.oute. The cost could be defrayed b)' the
sale of. advertisement from the l~cal businesses along the
route (see enclosed samples).
B. . This brochure to be placed In all of the loc?' hotels,
motels, restaurants and the various retail sh?ps along the
p r' op ose d r ou t Eo .
C. Rec~uiting the assistance of the Greater Fort lauderdale
Chamber of Commerce, Inc. and the Greater Fort Lauderdale
Convention and Visitors Bureau in the promotion of the beach
shuttle in all of its coming publications.
D. Placing Trolley stop signs along its Broward,County
transit routes as marker to indicate boarding areas.
E; Contacting all the Directors of Sales at each of the
hotels and maKing them aware of the usefulness of the beach
shuttle for the transportation needs of their hotel guests
(v i a Hotel, t-lotel f Assoc.).
F. Contacting the editors of the various magazl~es to wri.te
a feature article about the beach shuttle and maintain some
constant exposure of th~ Beach'Shuttle in the~r Key points
of Interest 1 istlngs.
G. Employ the imagination of the local hotel, ~estaura~t
and ~etall shops to create p~o9rams for g~oup involvement to
v I si t the ir. establ i shment.
H. A mobile info~matlon center for the City of Ft.
L&u~erdale, where the city b~ochures could be distributed to
tourists.
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Troll~y Tour~ Group, C~mbl~~d
Bi:ll~nc~ShC?et
Septa~'er 30, ;992,
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ASSETS
," CURREN'r,. ASSETS:
Ci)~h .'
Accaunt$ re~nlv~ble
La a ns ',,:'ecc t vab L(ll
Lci~~- Tro(ley ufAmeric~
Refuncl~blm feder~L fuml tn~
Prepaid'exp~n$c$
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, $:34 , 982
101,992
68 ',029
12'1,511
11,'117
lS1',646
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Totr'l L .Cunwen't A$~~'~s'
'j.4(12,577,
F'r~OF'Er~TY A~1tI El1UIF'HENT:.
Trolley and vchicLuG,
Office e~ulpment
~ui ldlnq lmprovcmentG
Gar~ge c~ulpme"t
1, :590,03'5
46,907
28,927'
36t81.1
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Le~s ~ccumulated dupr~cla~iu"
1;492,680
: 1',068 t070
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Tn '\'''1 L F'\Wope\~'ty'~. ,G:':lll i pll\u,d
A\24,61~
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OTHER ASSETS:
Oepo~lt$
F~~~~id clud~ Lon~ t~rll\
Prepaid le~sed ~uto
C~sh v~Luc-Lifru in~uranc~
Due affl li~ted compmnies
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2~6'J.O
5',015
1~O,370
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B.') l r.\ nee Sh !?f.d
t;ep'~ enlb (!\- 30 t i 9'?2
LIADILITIES AND EQUITY
CU~~ENT LIADr.~lTIES~
Accounts p~yabl~ - trade
Accounts p~Yable~in~ur~nee
"Note~ payable - current
Ae c\- ued p ny\- 1) II
CU5iomer dapuslt~
AC:C\-Ued t.::l xr~$
$(10 , 927 "
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183,494
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5)666
38)692
, To.-t ~ l Cun-pTl'\ L i ab \ l \ '\ i l"'''';
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$337,0'39
LONG-TERM LIABILITIES:
'Notes pa~able -' B~rn~tt
No~e p~yhblc M',Frled
No'te payab(e F'\-lncip,,,l Li'fl~
Note 'paY~ble Of~lcqr$
Note P~yabL. M. Ger~ci
Note paY4bLe NY Ltfa
Note p~y~bLe Columbian
119,454'
4,449
78,8C'J6
36)149
45)002
58,042
4,395
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,Tutal long-term liabi li1iem
346,306
STOCKHOLDERS) EQUITY:
Cap I 'ta L $1:oc:l~
1='., i din C.':\fJ I'ta l
~eta~i ned e~'-;l\i t\t]',5
65,000
, 5B , 60'i'
270 .'14a
Tot", t Stuckho ltlr-.n-s' E,tu i 'h'
3'";3 , -'57
,:
TOTAl_ LIA[-iILJ.TIES AND E:QUITY
, $1,0'77,1(32
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St~t~mant of Income
'l='U\. th~ N t lW~ KowH...;u I!T\('Jr~d r:it'!p'h~mbe\. 30, 1992
Cm-\-l:! n'l: r-'('H" i nd
OPERATING REVENUE:
Con'h.ac1' I ncom(',l
F.u.p.n I nc ome
Advartl$ln~ Income
Chll\-te\. I ncorne
MI$ccll~neDU$ .Incume
Tom. I ncomo
1='0\'"'\' income
CO$'\'$ ~, c:otnmi 5$ ion....
$347,185
~'t 831
2,620
55 t 519,
'0
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20,794
(17,959)
Tut~l Oporu*lng R~vcnue
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12.6
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4.7
(4.1)
$1,077,942
"0,017
13,:1,15
193,902
25.
,107,536
14b , 529 ,
{113,76{':D'
440,,970 100.0
'1;465,298 100.0
tIEF'ARTMF-NT AL E.XF'E:NSES:
S~l~riet; ~ wages-drivers
Sal~rie~ ~ wuges - mnchun
AdvQ\-t is I n9
Vehicle m~intDn~nce
FueL
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InGur~nce-hc~tth
In$urance-wurkcump
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Ran t-<;) C\\~ uC:J(?
Rent-p"l\-~:
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tlep'-r~'c j ,) -t. i II n
109.174
2.~~.317
SO
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3a,612
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970
18.067
7,909
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DEPARTMENTAL EARNINGS CLOSS
91, b6~'5
GENERAL ANI)
ArIHINIr-rrr~ATIVI::: EXr:'ENSE
1.27,1\4:1.
EARNINGS (LOSG) FROM OPERAT
< 3~5 , Tn )
, OTHl!r-~ INCOME.
35,126
NI!1' EAr~NJ:NGS (LOSS)
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CITY OF CLEARWATER
INTERDEPARTMENT CORRESPONDENCE
TO:
Mike Wright, city Manager
tctl'ltll
Dan Deignan, Finance Director~~ II , c \993
~~\\ , 'J
Betty Deptula, Assistant city Mana er . DE~.
Jeff Harper, Director of Administrative serv~c~~c~RK ,
Cyndie Goudeau, city Clerk
Tina wilson, Budget Director
FROM:
COPIES:
SUBJECT:
Follow Up to Jolly Trolley Funding Memo of 4/13/93
April 15, 1993
DATE:
As a follow up to my memo yesterday regarding possible funding
mechanisms for an additional Jolly Trolley subsidy, we did
consider the possibility of using either gas tax revenues or
transportation impact fees.
While it appears that gas tax revenues could legally be used to
subsidize trolley operations, Tina inf~rms me that all estimated
gas tax revenues have been appropriated through fiscal 1995.
However, in light of th~ change in plans for city hall, it might
be possible to reappropriat~ sur.h funds for the proposed subsidy.
Regarding transportation impact fees, these are legally
restricted for capital expenditures which are defined by
ordinance. They could not, therefore, be used for operating
subsidies, nor does it appear that the purchase of trolley cars
would fit the ordinance definition.
In addition, and based on a very preliminary analysis, the
following are other possible mechanisms for increasing the Jolly
Trolley subsidy by about $lOO,OOO per year:
l) Annual eRA Qperatinq Subsidy. Currently we anticipate about
$300 f 00'0 available each year from CRA revenues which is' not
needed for debt service or administration.' It would seem to me
that a Trolley subsidy of approximately $lOO,OOO could be easily
justified on the basis that providing transportation to/from the
downtown area would clearly promote and encourage downtown
development.
2) Special Development Fund Undcsiqnated Fund Balance. As you
know, there is traditionally about $600,000 interest earned each
year on accumulated but not yet appropriated impact fees., It
would seem reasonable and appropriate to allocate $100,000 per
year from these earnings toward the Trolley SUbsidy.
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'April 15 i
1993
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Subsidy. Preliminary results
a net income of '$13B,691 in the Marina
(undesignated) 'cash balance of $263,'129..
fund ,has not tr~ditionally enjoyed such surpluses every
year; it would-seem,feasible, to provide at least part of the
inc~eased subsidy from ,annually available Marina fund surpluses.
Fund Operatina
1992 show.
available
for
fund,
While-
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fiscal
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Tina, Jeff
will' be
'this in
and
pleased
further
I' will co'ntinue
to meet with' you
detail.
to ,consider your requ~st, and we
at' your convenience to discuss'
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ch: 336
F.S.'1991
COUNTY ROAD SYSTEM
. ,
....
"'1:: r: The county may, prior to Juno 1, establish by county levying the lax Imposed pursuanlto this sa'cllon
tntarlocal agreement wlth one or more of the munlclpan- Is entlllod \0 recolve a share of the tox TO\lOntlos', Olslrl.
lies located therein, representing a majority of the popu- bullon 01 such revenues to a newly Incorpotated munlcl:
latlon of the lncorporalod area withIn the county, a dlstrl. pallty shall begin In the lirst lull Ilscal year following
bullon lormula lor divIding the enllre proceeds 01 the Incorporal1on. The distribution to a newly Incorporated
, tooal optlo'n gas tax among the county government and municIpality shall bo: : " .'
all eligible munlclpalll10s wllhln the counly. II no lnlerlo. 1.' ,Equal to the county's'per lone mile expendlturo
cal agreement exists, a new Inlerlocal agreement may In the previous year limes Ihe lano miles ,within thO Juris.
bEiestabllshed prior to August 1, 1986, or June 1 01 any dlclion or responsibility 01 tho municipality,' In which
year tnareaner pursuant to this subparagraph, Howover, case the county's sharo shall be reduced 'proporllon-
any Intarlocal agreement 'agreed to under thIs subpma. alely: or, ,. , " \,' :' ':' " '.. ,t!
graph after the Inltlallmposll1on of the tax, extension 01 2.' Determined by tho local nct Incorporating the
the lax; or chlilnge In the lax rate authorized In this soc- munlclpallly. ! , .!l' t',(IiJ ':I"'''~~.
tlon shall under no circumstances materially or adversely' . ' " , .'.' ':' ,.' ,
affect the rights 01 holders or oulstandlng bonds which Such dlstrlbutlon shall under no'circumstances malerl-
ars',bacKcd by taxas authorized by this secUon. and the ally ar.adversely allecllhe rtghts of haldefs of.o\Jtstand]
'amounts dIstributed to the county governmenl and each Ing bonds which are backed by taXes authorized In thts
'munIcipality shall nol be reduced below tho amount nec- secllon. and the amounls distribuled td the 'county gov:
. essary, .fordhe payment 01 prlnolpal and Inlorest and emment and each munlclpallly shall not be reduced
, 'reserves for principal and Inlerest as roqulred under tho below Ihe amount necessary for the payment of prlncl.
covenants 01 any bond resolution outslandlng on the pal and Intorest and reserves for principal and IT:lterest
'dale ,of ;establishment of the new Interlocal agreement., as required under the covananla' of any bond resolution
"j,;: 2.f,'i;j II an Interlocal agreement has not been execuled outstanding on the date 01 the rodlstrjbUtlo~;;:,~:., ',,! " :
pursuant)o subparagraph 1., Ihe county may, prior 10 (5)(0)' By July 1 01 each year, the county sn,alll)?llfy
JUf.le.t10, adopl.a, resolution of Intont to levy Ihe ta~ the Department 01 Revenue of the rate of tax levied, 01
'allowed In thls,sectlon. . ,.l , ." its decision to rescind the tax, If applicable, and 'pro~lde
::i1.(qr~\I~~no: Interlocai agreement or, resolullon is tho departmenl with a cerllfled copy oUha Inlarlocal
,a~opled"purs.uant to subparagraph (a)1. or subpara~ agroement establlshod under sUbparagraph',,(3)(a)1:
g~ap~~,(a)2., municipalities ,repre~onllng more than 50 wllh distribution proportions oslabllshed bY'~uqh ag~ee~
I?ercen~,ol \tla ,county.populatlon may. prior \0 June 20, ment 9r pursuant to subsection (4), If,applicable.,No
adopt unllo~m resolutions approving the 10Gal opllon tax, decision to rescind Iho tax shall tako ellect until allenst
establishing the duration 01 the levy and the rale author~ 60 days after lhe county nollfles the Department of Aev~
f~~p,I.~ 'p~'ragrap'~ .(1 )(0)" and soiling the date for 'a. ~ou~~ enue of such decision,
'~XYfIF!e;~~~erendym ~n wt)ether to Impose the tax. A re~; 1.~ (b) 'pAny' dIspute as to the 'delarmlriatlcin~'by':fIie
: 'ercndum shall be held In accordanco wllh Ihe provisIons county .of dlslrlbutlon proporllons. shall' be! resolved
:oIJ~$ucti;re,~,olutlon ,and applicable slate law,provlde,d through an appoallo the Admlnistralio'ri Com'mlsslon in
that the county shall bear the costs thereof. The lax shall accordance wllh procedures developed by th'e commls~
q~ Imposed and collecled countywldo on Seplember'1 cion. Pending final disposition of such proceecHng, the
'follo\',lln9,30 days after votor approval,;. lax shall be canceled pursuanlto this socllon, and sllch
:~:(1J(a)r t'}f tha tax is ImpO!ied under,the clrcu~stancos funds shall be held In escrow by the clork of the circulI
0' '.subparagraph (3)(a)2, or paragraph (3)(b),' the ,pro- courl or the counly unlll final disposilion. '. 'I .,' , i
'(loads 0.1 tho tax shall be distributed among Iho county '(6) Only those municipalities and counlres' eligible
g?v~r.~n1cint ahc!"eligllJle' munIcIpalities bas,ed on 'the, for parllclpation In lho dlstrlbullon of' moneys under
\ranspoi\allon expenditures 01 each tor the Immediately parts 11 and Viol choptor 218 are ellglble 10 receiVe mon-
~ro2edlng,5 fiscal years, 'as a proportion or the tolat of eys under this sootlon, Any funds othorwlse undlstrib:
'SUCI)"oxpendllures lor tho county and all munlolpalltles uted because ollnelfgibllity shon be distributed '10 eUg!;
,Y!!th)~,:t~e: ~C?U~IY, Aller, the In.1llal hnposflion of a' \dx ble governments within tho county in proporllon to other
bf3lng chstrlbutod pursuant to the provisions of Ihts para~ moneys dlslrlbuled pursuant to this section;' ~:I:' I',t"",
: :Qra~N~ lh~:'p,roport!ons shal) be r~c:alculatod evory 1Q '(7)' For tho purposes 01 thIs secllon, tho tEmn ',trans-
, ~y~~r~.b,~~e,d. <?PJ t,ho . transportation ?xpondilures ,01 ~tl? portellon expenditures' means, expenditures, by ,tlie
'lmmedlalely preceding 5 years. Howevor, such recalcu~ local government lrom local or state shared'rovenUd
.jr.~,i1#,~~~~~?lr'uj;aof ,no i::lr.cumsltin~es ,materially, o~ sources, excluding expendllures 01 bond procoeds', for
~n,g,~~~,~?ly.~!l~ct tho ~lghts ol.holdors 01 bonds outSI6\')Q(; t.ho,~o\lowlng programs:" , "I: 1 ' " IY.' !.'~,tI: " ,':' ,
I1ng Of\:JU[Y,1; 1986,' which arc backed by taxes aulhor . (a) l! Public transportallon operations and \ matnte~
:!*,~~,I~: tn!~ .~~.c.tl~n, ~,nd lh~' riOlbu[1l~ dIstributed 19 tho 'nanc~:'." , . ,':"" ': " ' ;.',:jlJ;,:",. : 1~:"I'
.~~u~!y .govo,rnmont and oach munlcfpality 5~all nol ~o . (b)' Rood'!"ny a~d rlght-,?f-\,'o'ay ~alr!tenanc~ an.d
, reCluced below Iho amount nocossary lor tho payment equipment:' , ., ".: I: '.'. ~ iI
'ortfrl,nc)p~l:~~~~nrilerost t!-nd rosorv?S for principal and (c) , Roadway and right-of-way dral~age:..:l::" ::' :,,'r
. ~[n!rro,s!;:~s, roqul~ed 'Ll~d,or l~o covenanls 01 eny bo~d : (d): Slreolllghting, .;,< ';..;..... ,"),.
.re~ol~lIon ,9,utGtanding, o~ 1110 dalo 01 tho recalculation', (e)' Traffic signs, lmllle engineering, signalization;
, I ~,'.'(b)'lrt-~y.nowty Incorpornt~d municipality which Is ell: and pavomenl markings, "", '. ,,,: i' \',
,glbl6lor IJarllclpallon In tho dlstrlbullon of moneys undor (I) 'Srldgo mnlntonnnco and oporallon," " '.." ".' I
parts II and VI of chnptor 210 and which is loentad In 1\ (g) Debl Gorvlco and currOi'll exponditures lor trans~
702
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"'1
F.S.1991 ''''
portntlon c'ap
areas..lncludln
,r:~ (8) I 'Notwllt
,llon;dhe: taX'
shall:ba'levlt:l
following as'd
bot ,;1 J \)(. eM .
r1l;(a) ""The.tii
under substm
t" (bpt A lax:'r
'19911' Ii: tax,'ra
, 1992,"ai'ld Q't'
. . 'I' Ifl.1~~'.,,"'rp
l1.ch. D:>-Ul: 1.'33.
, 86-24.1;'Il;'7'. chi I ,
. .; l:!'Not..:..aS~c.~11
1,.1985, tQ~~,hl
~PM' ID,tb..pAId.!
. lIlded lhal lud:I. tue
" 11111 l'lle .0<1 nolv.1
,,' "~~~';;~=a~~'~~
fat\on '~~st&n
',',~ (1jfah:~kih
',' thare Is herel
every gallon';
imdeP tfie":'!H
bl ,c":rhf~l
"t ~'::"rf'aHt! I
, '., to tWO-l If ,
, . 1'1"" II'Coj}61 I
.; ':: mpqs~a.p
,: ','." ~.~:Rg~nl,
. ,estlenm,6
" '"UJ 3:7-.-V:S}fg
. In subp.sra'"
. :.:'I"~'hH" ;.. ~
, )'. eac year
a'r!( to 'G~i2~~1
ol'ti:caf\I.~~
" : ',~s.~~l.ti::~~~thW
ep emtJ"Mr.
\ I. 'b}',,;")iwH8
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It; hereby 1m
sold In' escli
. ri'rl \i'on:I1'i1\
~llhi I rUto~"~
1991.('5b':~/i'~
., ra I "no' '0
9 p".., '(11.1
mum .rate, ~
1993:'ali'rlh~~
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