08/08/2002. `_ � . ,
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ACTION AGENDA - CLEARWATER CITY COMMISS}QN MEET�NG
Thursday, August 8, 2UO2 -�:00 P.M. - Commission Chambers
ITEM #1 - Invocatian - Reverend 5te�e Lambert, First Assembly of God Ch�rc�
ITEM #2 - Pled e of Alfe iance -- Mayor.
ITEM #3 — Service Awards — Nane.
ITEM #4 — Introductions ar�d Awards — Pres�nted.
a) Proclamatian -�ir��ght�rs Appreciakion W�ek — 8112-� 6102
ITEM #5 — Presentation — Presented.
a} Legisiakive re�art fo�- 2002 Session �- Ser�ator Jack Latvaia
b) Present SHIP award to Commission
ITEM #6 - Appraval of Minukes — 71� 8142 regular meeting -- Approved as submitt�d.
ITEM #7 - Cikizens to_t��_h�:ard_re it�ms not on the AQenda:
Carl Wd.qonfohr compliment�d the Commissian for suppartEng the Smoath .lazz on i�e Bay festival and for
approving destruction of the roundabout fountain. He now works as a chart�r boat captain.
Charl�s 5hank apposed an increase to the City's millage rate.
C�ark Weaver recomm�nt��d the City purci�as� the Park Motel by Crest Lake Park and delay construction
of the dag park until alternate locations are consi��r�d.
PUBLIC HEARINGS
ITEM #8 - Adopt Res # 02-41 findinq_the_ existenc�_of_slum_and bliqht conditiar�s within the prapased
"Gat�w�" Ar�a, and finding th� n�ed ta expand the existing City of Clearwater Community Red�velapment
Ar�a (CRA) geographi� boundary ta encompass the proposed Gateway Expansion Area; and authorizing #he
existing CRA to administ�r the �xpanded community redevelopment area.
�TION: Approved. R�salutior� adopted.
ITEM #9 - Adoqt Res #�2-23, ap�roving Esland Estates NeigE�borhood Pian.
ACTION: Continued ta date uncert�in.
ITEM #10 - Public Hearin & First Readin - Ord #�989-0` a rove text amendments to the Communit
Devela�ment Code to eskablish the Neighborhood Conserv�tion Overlay District �or �sla�d Estates.
ACTION: Approved, Ordinance passed first r�adir�g (3:2 A- G)
ITEM #11 - Public Hearin & First Readin - Ord #6980-02 a rove a Zonin Atlas Am�ndment far the lsland
Estate� Neic�hborhood by applying the IsEand Estat�s Neighborhood Conservation Overlay District as an
Overlay Uistrict irt addition to the existing �aw Medium Dehsity Resi�ential District, Medium Density
Res�dential District, Medium Hlgh Density Residentia} District, High Density ReSidentiaf District, Institutional
District, and Comm�rciai District for the �sland Estates nei�hbor�ood.
ACT�ON: Appro��d. Ordinance passed first reading. �3:2 A- Gj
CITY MANAGER REPORTS
CONSENT�AGENDA (Items #12-25} — Approved as submitted.
ITEM �12 - A roval of Purchases & �eclaration of Sur lus er Purchasin Memorandum:
1} Power Supply Engineering, one 40 kva r��undant building 11PS System esiima�ted $'i28,778. (replacement)
financing to be prov�d�d ��d�r City's masker lease-purchase agreemer�t (PD)
2} Pineflas Cou�ty 5ofid Waste, snlid waste dis�osa! (dumpj fees �uring the contract period; Q8115102
thrpugh 1013�103, �stimated $�,800,000 �SVI�}
3) Sylvan Chemical Co„ Inc. �upply. anc# installa#ion of new carpet plus removal s�d non-landfill dispasai of
existing carpet, estimated $166,409.98 (GSy
Action Agenda � 1 ���p���2
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�4) Diase� EEterc�y Systems, emergQncy back-up gQneratar maintenance during the cantract p�riod; 09/01/02
through 0913QIQ3, estimated $15�,oao t�s�
5) Pastrnaster - posta9e for City-wide mail during the perfod: �p101102 t�rough 0913Q1�3, estimated �1�0,�00
�p�1
IT�M #93 - Amend tne A�reement fnr Prafessional Servic�s_ar�d aparove a Work Order for a feasibilifv studv
and ermittin oi A�u�ier Stora e and Reco�e (ASR) using r�claimed water to Post, B�ckley, Schuh 8�
Jerrtigan (EOR) of Tampa, Florida in the amount of $�50,OOD (of which a total of $100,000 wiil be
reimbursedj, and approve co-f�nding agreeme�ts with the City of Largo and th� Southwest Flarida Water
Mattagement Distrtct (SWFWMDj (PW�
ITEM #�4 - A rove Chan a Order #1 to the contract between the C9t of Clearwater and J5S Pro e
Professionals,�lnc. ir�creasir�g the budget by $2QO,OOD for a new contract tatal af $769,Op0 for ihe
rehaiaiiitation of ihe Fulton Avenue Apartments project ta include the addition af four (4) units khat were not
pa�t of the priginal scope of work and to address ather unfor�seen work and items necessary for th�
completian of th� project (EDIHSG)
IT�M #'�5 - rave settlement of the liabilit claim of Anthon Warren fflr a ment af 40 000 {FN)
iTE(41 #'f 6- Award a contract to D. Co Marketin Inc of La una Hilis CaiEf�rnia to urchase a�7� icasf�r
Automatian S stem at a cost of $171,182 in accardance with SNAP agreement, �7302381-2 (PCy
ITEM #17 - Award a contract ta Rowland Inc. in the amount of 100 Oflfl far sanita sewer manhole
rehabflitatian at various Incations throughout the City of Clearwater �PWj
lTEM #18 - Ratif and canfirm tF�� Cit Mana er's decision to a rove a cantract to Harve -Taddeo Inc. of
Oldsmar, Flarida for khe sum of $55,5�� as an emergency situation far the Clea�uvater EastlWest Recreation
Trail Bridge Installation (00-0064a-PR) (PW) .
iTEM #19 - A ra�e namin the new f�arth Gr��nwood Branch �i�ra C�rildr�n's Area far Jeanette S. �3acon,
the Circulatian Area #or t�e Clearwater Community Womar�'s Clu6, and the African Am�rican Collection far
Christine Wigfall Mo�ris (LI6}
ITEM #20 - Award a cor�tract to Lu_nz Prehor �owler ArcF�itects of [.ak�land, Florida in the amaunt of
$192�3'[3 for the design and permitting of the Rass Nflrtor� Park Recreation and Aquatics Center (PRj
1TEM #21 - A rove a one- ear fundin a reement in the amount of 306 670 between Jolle Troll�
Tran�ortation of Cfearwater. Inc. and the City of Clearwater for t�e operation of transpo�ation and trol�ey
s�rvices ort Ciearwat�r Beacl�, �slarrd Estates, Sand Key anc! serv�ces €ram Clearwater B�ach to Down#awn
Clearwater (PR)
17EM #22 - f�pprove a contrack ta purchase reat propertv leQallv dascribed as a portion of Tract A, Myron A.
SmikF�'s Bay�View_S_ubdivisior�, according #o plat th�reaf, as reco�ded in Plat Boofc 25, Page 57, af tt�e Public
R�cards of Pinellas Cour�ty, Flflrida, in the S112 �f Fractional Section 16, Tawnship 29 South, Range 16 East,
more commoni� knawn as "�ayview ParCc" from T�� Trust fior Public Land (TPL), a Califarnia Nan-Profit
Carporation, for $�,900,00� and authorize acceptance of the de�d (PRj
ITEM #23 - Rear�paint Katheri�e_Merrfam to the l.ibrary Advisorv, Boarc! (Cl.K)
I'fEM #24 - Re��oint Hank E�stein to ti�e Marine Advisorv Board (CLKj
IT M#25 - A rove D�c�mb�r 2002 meetin schedule as Worksession 12102� Commission M��tin 121Q5•
Januarv 20a3 Meetinng Schedule as Warksessions 0110fi & 1I21; Commissian Meetings 01109 & 1/23
OTHER lTEMS �N CI'�"Y MANAGER REPORT
ITEM #26 - Approv� a 5-y_ear land I�ase and one 5-vear extensian ontion, with Arnold-Brown Properties, of
an approximately 18,704 square faot �arcel imp�aved as a parking lot in the Northwest �14 of the Norkheast 11�}
of Section 'i6-29-15, as 421 Drew Skreet, for initial yea�'s annual rent of $6,456, adjustable ar�nually thereafter,
tagether witi� other.terms and conditians defned therein {PWj
ACTION: Approved. .
ITEM #27 - A�a t Res #02-�44 and a rove a State af Florida D� ar#ment af Trans o�tation Hi hwa �.i htin
Malr�ter�anGe, and Comt�snsation A�reement (PW)
ACTION: Approved. Resalution adoptecl.
Action Age�da 2 �8/081a2
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ITEM #28 - Ras # 02-29 ravidin for the sale af nat-to-exceed $�6 million Starmwater Revenue Bonds,
5eries 2002 (FN) •
ACTt4N: Approved. Resolutivn adopted. �
ITEM #29 - Ord #7016-02 �mendin Orciinance 6675-01 related to Cikv of Cfearwat�r Revenue Bonds to be
issueci for tl7e Cammunit 5 orts Cam Cex ir� order ko provide far t�e use of �ertain revenues of the City to pay
a po�tian af the �and debt service requirements (FN}
ACTION; Approved. �rdinance passed firs# raading.
ITEM #30 - Ord_#7007-02 -_a��raye adding_Aaraqraah (11) to Chapter 33, Section �3.Ofi7 of the Code of
Ordinance adding a new designated slaw dowro minimum walce zone of# Windward island on lsland Est�tes
(MR)
ACTION: A�Pro�ed. Ordlnance �assed first reading.
ITEM #31 - Ord #7017-02, arn�ndinQ Nelahborhood anci Affordable Housing Advisary_Board_ordinance to
reduce the number of inembers s�rving an the board, r�duce th� number of inemb�rs necessary for a quorum,
and makir�g ather clarifying revfs�ans (�0lHSG)
ACTION: ApprvWed. Ordinance passed first readir�g. �
ITEM #32 - Other Per�dinq Maiters - None.
CITY Ali'�RNEY REP�FtTS
First Readings
ITEM #33�- Ord #6999-OZ amending_C_hapter 21 rep�aling_SectioR 21.D4 af thE Cocfe of Ordinances repardina
fortunetell�rs, etc. '
ACTION: A�prorred. �rdinance passQd first reading.
ITEM #34 - Other Cit Attarnev Items - Nane, '
ITEM #35 - Citv Manaq�r Vei�ba! Reparts -- None. � , .�
ITEM #36 - Commission Discussion Items - None. ,
iTEM #37 - Other Commissio� Action
a) Commission Policies
ACTION: Approved as amended related to road millage.
b) Resoiutions regarding CVB borrowing #rom Beach Renourishm��t Fund
ACTIOM: Appro�ed to recommend Coe�nty first review all fundirtg saurces. Res #02-44 adopted.
AUn�st revlewed effarts to attract the 2004 Republican National Conv�ntion to Tampa, thar�king efforts by
Tai�pa Mayar Gr�ca, the CVF3 Director, �nd th� �rivate sector for providing the.visiting cammittee an
exciting time whil� showcasing the area.
un st fivited r�sidents to attend a CVB warkshop at 8:30 a,m. on 81141D2 at the Harborviaw Center ta
address concerns and questior�s people Y�ave regarding the board.
Hibbard said he recently had partfcipated ln er,ercises at the fire training station, involving interesting
sikuations. He spoke in appreciation af the City's well-trai�ed �refighters,
Activn Agenda 3 . 081081U2
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Hibbard and Aunc�st said thQy had enjoyeci the ribbon cuttirtg ceremony at khe Greenwood Apartments on
T13�IQ2, and campifinented effor#s to rehabilltate the proper#y,
ibbarc! said he haci attende� with Hamilton a good meeting af the S�Cycr�at neighborhood, which is excited
abc�ut a Weed and Seed program.
Mlbbard and Aunast inviked residents to attend the City's open house to discuss budgetary issues on
8112/02 at fi:30 p.m. at the Harbarview Center.
Hibbard wished his wife a happy birthday on 8113IO2,
Grav reminded residents that school has skarted and encouraged al! ta bs careful with new tra�c patterns,
ta drive safety, and ta slow down.
Jonson thanEced CommissEoners for participating ir� �LC legislative commitkees.
Jonson encouraged the City to apply �or the same percentage of road beat�ii�ication f�n�ing that FDQT
pravides for Tampa and south �iorida. .
Jonso� refetenced a newspaper article rega�dfng the court decision against Granite State's billboard
demanci in favor of the City and thanlced the Commission and staff for their support in oppasing t�e fawsuit.
Janson pr�s�nted photagraphs of streetscape impravements aCong Hwy 192 in Kissimrnee, whic� was a
caunty proj�ct fundeti �y a�utting businesses.
,lonson said he had spent time with former St. Petersburg Mayor David Fisher who reviewed that city's
programs and showed him street Candscaping projects.
,�onson said many #ough issues were discussed tonight and he b�nefited from the discussion. He thanked
Cammissioners far t�eir input.
Hamiltan said he had �njoyed pa�ticipating ln a game with #e11ow Commissianers and staff preceding a
Phiili�s gam�.
Aungst annaunced the ribbon cutting at Jasmine Court's Boys and Girls Club €s sch�duled for 8112102. The
Clearwater East RotarJ Club has renovated the Kitchen and adoPted the ciub.
Aungst said he will�tour MacDill AFB by i�vitation af General Halland for a Tampa Bay Lea�ers Command
Update and lunchean.
Au_ nc€st said he wiil meet on 8113102 with the co�sulate of M�xico from Miami, wY�a is tauring certain areas.
Au,� ngst reported the next Work Sessio� is schedul�d for 8119102 at 9:00 a.m.
ITEM #38 -- Adlournment --10:15 p.m.
Action Agenda
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Agenda Covcr Mc;ri�orarjdun�
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Flnal Aganda Item # �� ' �✓
Mootin� Date: 818102 ��
SUBJECTIR�CQMMENDATION;
Adopt Resofution 02-41 �ndirtg the existence of slum and biight conditions within the proposed "Gateway"
Area, and findi�g the need to expand the existjng Ciiy af Clearwater Community Red�velapment Area (CRA}
geographic boundary ta encampass the propose� Gateway Expansion Area; and aulhorizing the existing CRA
to administer the expanded community r�devefopment area.
� and that the approprEate offalals bo �uthvrized to execute same.
5UMMARY: . �
The existing CRA� geagrapf�icafty encampasses appraximafely 260-acres, and was established in
Fiscal Year 'i 98111982, in accordanc� with the requiremer�ts of Florida Statutes. The City initially
prepared a Findings and D�claratian of Necessity for t�e Downtown Developm�nt District,
documenting the presence ot s�um ar�d blig�t C0�3CIf�f0115; dec�ared itsel� to be the Comm�r�f�y
Redevelopmer�f Agency for the Area; and subsequ�ntly prepared a P[an for Redeveiapment for the
Area, and esiabiished a Redevelopment Trust Fund fior khe administration of fut�re tax increment
financing. �
Sir�c� the inception af the originai CRA, the socio-economic, circulation ar�d geographic i�fiuence of
bott� the core central b�siness district and #he east�riy gateway � environs has char�g�d so
dramatically, #hat the fiuture st�bility of the c�ty's cnre economic �ase now necessitat�s tF�e inclusion
of an expanded CRA Area. .
This "Gateway" CRA Expansion Area contains approximately 228-acres and exhibits tE�e following
sru�n and bl�ghi d�velopment constra�nts:
• Physicai or ecor�omi� conditions conduciv� to diseas�, infant mortality, juvenile delinquency,
poverty or crime exist fn the Expansion Area because there is a predominar�ce of rzsid�ntEa�
and nonresidential buildings or improvements impaired by reasan of difapidation, deterioration, '
age� or obsol�scence within the Expansion Area, and
� Higher density of populafion is evident in #he Expansion Area than tf�e remainder of tri� City of
C�earwater, and
• There is a s�bstantial number of sl�m, deteriorated, or det�riorating structures and in which
conditions, as indicat�d by gov�rnmenk maintained stakistics or other siudies, are keading to
ecoiiomic distress or endanger life or property within the Expansior� Ar�a, and
ReviQwad by: Orlginating Dopt: Conts -0-
l.ega! � Infn Toch �q Ecantimlc Devolopmenl Tota!
Budget , NA public Warks tlaor pept. Funding Sourco:
PurchasEng �q pCM1ACM �co�amic DevQlo�mont CAprtol tmp�av�mCnt Current Flscal Yoar
Rlsk Mgmt �q Ot�er A Attachmants - op°f°""o �
8ubmltted by: y�,�/
Cit� Maneaor i��'"�
Resolution Mo. p2-41
❑ Nono
O1htlr
Apprapriatlon Coda:
� prinied on reeycled paper Ftov.
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�. .• There is.a predomfnance of dsfective or inadequate streef layaut, parking facifi�ies, and fraffic
��•, � circulation existing withan tl�e Expansion Area, and �
; • The aggregate assessed valu�s of real p�operty have failed ko show any appre�iable increase
over tt�e 5-years prior to #he findir�gs of such condilion wit�in th�e Expansion Area, and
• Faulty lot layovt in relation to size, adequacy, accessibility, or �sefulness exists w�thin th�
� Expansior� Area, and
. • Inciden�Q of crime in t�� Expansion Area is higher #han in the remainder of the City of
Cl�arwater, and
• A greater number of viol�ations of the Florida Buildinq Code exist in khe Expansion Ar�a thtan
� the number of vialations recorded in the remainder of the �City of C�earwater, and
�., • Fire and emergency medical service calls to the Exp�nsior� Area are proportionate�y t�igher
�- than in the remainder of.the City of Ciearwater. �
, By, expanding th� existing CRA boundary, the Ctty af Clearwater can implement the following vafue-
: �added redeve�opment opportunitiss:. �
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� Enhance residential and commercial stability �
• Create "neighbor�ood" cohesion
• � Leverage public-private partnerships � �
•, Correct faulky�ia�d use and parking issues
� lmprove the. infrastructure � .
• E(iminate non-conforming land uses .
�• Maximize parcel's highesi and bes# land uses '
• Renovatelexpand commercial base � �
• Mitigate pubtic safety iss�res
• Co-mingle mul#iple ecor�omic deveiopment programs
• De�n� "Cateway" as.a primary er�trance into the CBD
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RESOLUT40N NO, 02-4�
A RESOLUTION 4F THE C1TY OF CLEARWATER, FLORiDA,
RELA7INC TO COMMUNITY RED�VELOPMENT; FiNDlNG
THE EXISTENCE OF SLUM AND BLIGi�T CONOITIQNS !N
AN AREA aF THC ClTY 4� CLEARWATER; FiNDING A
NECESSITY FOR REHAI�ILITATfON, CONSERVATlON OR
REDEVELOPMENT, OR A COMBINATION THERE4F, IN
SUCH AREA, EXPAN�lNG THE CITY� OF C�EARWATER
EXiSTING COMMUNlTY REDEVELOPMENT �1REA
B�UNDARY T� INCLUDE SUCH AREA; AND AUTHOR�ZiNG
THE EXISTING COMMUNITY REDEVELOPMEN7 AGENCY
Ta ADM1NfSTER THE EXPANDED COMMUNITY
�EDEV�L.OPiIIlENT AREA; PROVIDING AN EFFECTIVE
DATE,
,. WHEREAS, in accordance wi#� S�ctior� �fi3,335 and Sectian �fi3.34�, Florida
S#�#�tes, Chapter � fi3, Part II I(� 969 as amended}, a Findings ar�d DecEaration of
, N�cessity study has bee� conducted regarding th� con�itions in that part of #he City of
' , Clearwater known and referred to as #he "Gateway" CRA Expansion Area, as more
�. parti�ularly described on Exi�ibit "A" h�reof (s�ach� ar�a being referred to her-ein as the
: "Expansion Area"}; ar�d
,. WHEREAS, ti�e resuits of that study have �een presented to the City Commission
for its cons�deration and included in tl�e public record; and
WHEREAS, after having cor�sidered t�e study's de#erminations an� the facts at��
evidence of conditions in the Expansion Area and has received �nd considered such o#her
evide�ce of the conditions in the Expansion Are� as have been presented to [t, the City of
Cleanivater has determined that certain actions are appropriate and necessary and should
be taken to address the slum and bligi�t conditions now pr�sent and expected to be
present in the Expansion Area;
NOW TH�REFORE, BE fT RESOLVED BY THE CITY COMMIS510N OF THE
CITY OF CLEARWATER, FLDRlDA:
Section '� . Findin s of Conditians. Based upon the evidence, data and anaiysis
presented to it, �ncluding Exhibit "A", "Findings and Declarations of Necessity Analysis for
the Expansian of ar� Existing CRA District", City of Clearwa#er, July 2002, attac�ed hereto
and incorpo�ated he�efr� by reference, the C9ty of C4earwater does �ereby find:
Slum and Blight conditions are present in the Expar�sion Area described fn Exhibit
"B" attached hereto which are detrime�tal to tt�e 5ound growth of both the exi�ting Ciky of
Clearwater CRA Area, and of the Expansion Area and which substantially impair or arrest
the growth within the Expansion Area an� a�jacent territary, and present condiiions and
ltcs�shitian hn, 42-41
4,
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uses in t�e Expansjan Area whic� are detrim�ntal to th� pu�lic heaith safety, morals and
public welfare, including:
�{a) Physical or �conomic cond�tions conducive to disease, infant mortality,
j�venile de{inquency, poverty or crime exist in the Expansion Ar�a
because tY�ere is a predqminance of residentia! and no�tesidentia!
buildings or improvements imp�ired by reason of dilapidation,
deterioration, age, or obsol�scence within the Expansion ,4rea, and
(b) Higher density of pop�lation is evident in the Exp�nsion Area than the
�emainder of the City of Clearwat�r, and
(c} There is a substar�tia� r��amber of slum, det�riorated, or deterioratiny
"� structure� and , in which conditions, as indicated by government
�• maintair�e� statistics �or other studies, are Ieadfng to economic distress or
endanger life or property withirt the Expansion Area, and
{d) T��re is a predominar�ce of defect�ve or inad�q�ate street layo�t,
parkir�g facilities, and traffic circulat'ror� existing within the Expansion
Area, and
{e} The aggregate assessed �alues of real properky have failEd to show any
appreciabl� increase over the 5-years prior to the findings of such
condition wikhi� the Expansion Area, and
(� Fa�ity lot layout in �elation to s�ze, �dequacy, accessibility, or usefulness
exists within the Expansion Area, and
(g) . incidence of crime in the ExPansior� Area is higher t�an in the remainder
of tF�e City of Clearwater, and -
(h} , A greater number of violatians of the Florida B�iEding Code exist in t��
Expansion Area than the number of violations recorded in t#�e remainder
of the City of Clearwater, and
(i) Fire and emergency medical service C�IIS �D tF10 Expansion Area are
prvportionately t�ig�er than in tne remainder o� #he Gity of C�earwater.
Section 2. Findin of SEum and Bii hted Area. Based upon facks presented to it
and �ontained in the public record, the City of Clearwater does hEr�by find the Expan�ion
Area constitutes a slum and blighted ar�a as defined by th� Florida Statutes Section
163,344 {7} and (S}.
Sectian 3. Finding of NecessitY. The City of Clearwate� does hereby find the
rehabilitation, co�servation, or redev�fopment, or a combinatior� the� eof, of the Expansion
Area are necessary in the interest of the �ublic health, safety, moral ar welfare of the
residents af the City of Ciearwater.
Section 4. Community Redevelopment Area. The City of Ciearwater does hereby
find tF�e Expansion Area constitutes a community rec�evelopment area as de€ined �r�
Section � 6a.340 (1 D), Florida Statutes.
Itcsc�l��tian Nc�. U2-41
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�� � , Section 5. Communit�,r,._ Redevelopment Aq�ncv. The City of Clearwater does
i! '
� �. hereby. expressly�fsnd t�at it is necessary, appraprfa�e, proper and timeiy that the existfng �,
�';.� �ify � of C(earwater Community R�development Agency be authorized to carry out ., �
, .� commu�iity rede�elopment as contemplated by Part ilf, Chapter 1fi3, FEorida Statutes, as
�`� �.. amended, to #urther, •cause, promate and encourage reh�b€lita#ion, conservatior� and ,� �
.:; . �� redevefopment wtthin the Expans�on Area.
. . • ;
.. �� � �� Section 6. EffPCiive Date. This resolution shall take effect immediately upan its ''
� .� � a�proval. . � . .
�.. .
� , � PASSED AND AD�PTED this day of � ` _ __ , 2002. ;
� ` ° . . , .
. . . . . ; � ' . � � Brian J. Aur�gst . � ' � �
�_- � . � � ' ' Mayo� - Comm�ssior�er � ' � � ' ,
� : . , , , . , . . ' ' � �,�
;� : �. ., , �. Approved as to form: � � Attest: � . � '�I
r.? . ` , . � � � ' , � • � , . � i
� . �.. � , .. . .
;,;�� � � Leslie K. Dougall- s es . ' � Cynth�a E. Go�deau � �
. A,ssis�ant City Attorney � � City C�erk � � � � ,
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;� . : . FTNDINGS A►iVD.I�ECLA�#TIONS �]F �E�ESS�`CY , .
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: � � : ' - �XTS7'II'NG CR�1 DiSYR.ICT .. �
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-� . �; . � CITY OF CLEA�liV�►TE�, FL�RiDA . � ��
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� ' , �� The Economic De�e�opment and Mousing Department ,
�, �� � . � � City of Clea�w�ter � ,
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`�;,,� �;:, . = � . CITY. �F CLEAiRWATlER CON�MISSxOM �. . ,
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l�:;��; .�,. : .. �. : .�.`. � � � .. �. �� � . � . � � � Brian J. Aungst, .Mayor�.Commis�ioner � ' , � � , � � ;
. , � , . .
�`,; �. . �. � � � � � Whitney Gray, Vice Mayor, Commissioner � _ . .
``; �.- � �: � . �. . ' � . � . Hoyt Hamil�on, Commissioner � ' � � .
� � ,� ; � � � � . � . � . � � '. Frank Mibbard, �ommissioner � . � � � � � �. .
� .: . �_. . , � . � � Bill Jonson, Commissioner � '� . .�
'� . . : . , �.. r . . . . , .
: : , . ; � � � ; . Bil� H�orne, City Manager �. , �
�. Garry Brumback, Asst. City Manager � � .
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, . . ° � . �, � . , ,� Ralph Stone, As'st.,�CEty Manager �,
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, � � � � PRO]ECT TEANi � �
� � � Economic De�esopment � Housing Depar-�ment .
�, � � , � � Reginald Owens, Direcror �
. �. � , . .�. , � , Howie Carroli� Asst. Director
� . � � �. . � � � Geraldine Campos,. Asst. Director .
- � , . � �� Lind� Byars� ED Coordinator . � �
� � � � � �. � Sandy Harriger, Adrnin. Analyst � , .
� � , � � Ron 5ciarretta, Construction Coordina�or
� . . �� . �� . .
. ` . � � � , � . � . Planning iDepartmen� �,
� � � , � . . . � Cyndi Tarapani, Direc�or �
: �� � � � , , � , Gina Clay�on�. Long Range Planning Manager
� �. . . , ,� � � . . . , � Richard Kephart, Senior Planner
�' � � � � � � Marc Mar[ano Pfanner �
�:�. �. . �
' . . � � D�velopmen� �crvices Depa�rv�ent ,
� � � JefF Kronschnabel, Direcror
� .�� , . � � , � Fredd Hinson, Manager
� � � � a � � ]ulie Gumez, Coordinator �
° , Rick DeBard; Code Inspec�or II
��; �. , M'rke Furlong, Specia�ist ,
�� � � � Lydsa Moreda, Senior Systems Analyst
� . � � � � � : . Stefan Czerwinski, 5enior Systems Ana�yst/
�: � � � � : , � ; Tnformation Technology Departmen� � �
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TAB�,E OF C�NT�NT�
If7 i 1\0��41 �Olf �������ria���������us���r����r��������������.���������������u�.��a�������������������u�����.��
Need �or A Findings And Declaration of Necessity Analysis ...................................1
STATE STAi'UTE XI — CHAPTER i.63, PART III ................:...................................2
. VVG3I��GYY ��a�����ir������.��������.���r�.������•.������� u u �u � u ������r��r����...������.��.�r���������r���F.
Requirements.................................:........................................................:.2
IXISTINGCRA AREA ..........................................................................:..............4
Boundary/Size •����u�u�u������i��r���rsa�������s��s���u�u������������������.�r��������.��r��a�����.�4
Overview......................................................:....:.......................................4
Exts�ing CKA Projects ...................................:.............................................5
TaxIncrement Financing (iZ�} ..............................................:....................6
PROPOSED CRA EXPANSION AREA .....................................................................7
� Soundary/�ize ...........................................................................................I
Rationale for CRA Expansion Area Request ..................................................7
EKISIING CRA ECON�MIC DFVEL�PNIENT PROGRAMS .......................................9
Brownfre�ds District ....................................................................................9
� Enterprise Zone ....................................................................................... i.0
DowntownDevelopmen� Board ................................................................. �2
MainS�re�t Progr�m .........:.....................................................w................12
Summary.................................................................................................14
FINDINGS ANI� D�CIARATION QF NECESSI'TY ANALYSIS METI-IO�OLOGY .....;,..14
DOWNTaU!!N MARK� PR�FIl.� .......................................................................14
DEMOGRAPHIC ANALYSIS ................................................:...............................16
CensusTracts/Blocks Delineakion ..............................................................16
. City of Cl�arwater Demographics ..............................................................16
CRAExpansfan Area Demographics,..,........... ............................................�0
FINDINGS AND DECLARATI�NS OF NEC�SSTTY - SLUM ANd BLTGHT .................25
Overview.....................................................................................:...........25
Findings:.........................................................................................................27
' Poar l.ot Layout Rel�ting to Slze, Accessibility and Use ,
� Site and Environs Ueterioration �
Inadequate �nd Outmoded Buildir�g Dens�ty Patterns
Findings:................................�.,...,..,,..,..........,,.............,.,...,..............,.........,..33
Defeetive ar Inad�quate S�reet Conf�gurations, Transportat�on Facilities, and
� Parking Facillti�s �.
.
Findings:........................................................:................................................35
Excessive Emergency Calls � �
Unsanit�ary and Unsafe Environments
Excessive Viola�ior�s of the Floric�a B�ilding Code
. --- . -- , --
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. Findings :...........................................:.................................:...........................38
� . Div�rsity of 4wnership �
. � ,.. :� ' ' Findings:�...:.:. .:................�.......,....,...,..........................,.,...:.........;.,.........,.,,...,.39
, . � Falifng�,l.ease Rakes � � .
� �, � Hi�h Residential and Commercia� Vacancy Rates . ' ,
9'
... ` Findin s ...........:..........................:.............�..........,..,...,.........::.....:...,......,.,,.....40 � �
�,�. �' ° � ,Lack of Apprec�able increase in the Past Five Years of the Aggrega�e , ;�
. ' Assessed Values � � .
: : ��
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. ,". �� . ' : � ' SOURCE .....:.....:.....:.............:..........:....................................:..:.....::................43
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��rRa�ucr�rvru
The City of Clearwat�r is purs�ing a window of opportu�ity for �he continued
revit�lization of fts Cenrra! Business Distric�� by taking advan�age ot multip�e public-
private development projec�s currently under construc�ion, or scheduled for
cons�ruction. �
The lead catalyst in this dawntown r�d�velapment effort �s the curren� constr�c�ion
of the �64.2 million dollar Memorial Ca�seway Bridge, along with the new $20
mi�lion�dv�lar Main L�brary, and tY�e $1�..8 mFllion dollar Tawn Lake d�velopment with
its associated residential base {graphics shown in tihe append�x},
These pro�ects are concurrently schedc�led for completion over the nex� two and one
haEf years, and lt is during this duration that the City needs to position i�sel� for
renewed �conomic development growrh.
� The Gi�y also recognixes tha� certain planning steps need to be implemented
imm�diately, to ensure fi�a� projects such as the physicat re-alignment of th�
Memorial Causeway Bridge and term�nus of Cl�veland Street, do not present
circuiation and land use constraints on existing and future redevelopment efforts,
Need For A Findings And Declaration of Necessi�y Analysis
The City has identified the need �o cnnduct a Findings and Declarations of Necessity
anaiysis so as to document those characteristics presen� in the Ciky`s Gateway
business and residential environs, which wau�d necessi�a�e a petitian to the Pinellas
County Board ofi County Commissioners for � the expansior� of t�e existing City of
C[earwater Commun�ty Redevelopment Agency's (CRA) Area.
The terminology "Ga�eway" is assaciated with a geographic node radlating from �he
€ntersection of several ma�or roadways -- Gulf To Bay Boulevard tra�erse5 t�e
community from the eask to. west, until it inkersects with Court Street, At this
Ga�eway inters�ction, Gu�f To Bay Baulevard changes dlreckion north norkhwest �o
become the prim�ry route into the centra! business disrr�ct, and it rap�dly merg�s
with Cleveland S�reet.
This �ateway enviror�s can be�� be characterized as an area experiencing rap�d
d�ter�oratior� and instability,
Since the inception of the original CRA area delineatfon, ths socio-economic,
ci�cuiation and geograp�ic influence of bptF�� the core central� bus�ness d�strict and
the easterly downtown gatewa�y envir�ns has chan�ed so dramat�cai�y, that the
future staf�ility of the city's core downtown economic base now necessitat�s the
inclusion of an expanded CRA ar�a a� sh�wn fn the accompanying graphic.
��` ----- , • „
�-
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....,`
SYATE STA�'UTE XI — CHAPTER 163, PART III
O�erv�ew
In the interest of public hea�th, safe�jr, morals and welfare, the Ftorida Community
Redevelopment Act of 1969 (codifed as �lorida Statutes, Title XI, Chapter 163, Patt
zii}, provides a vehicle wf�ereby local communities may farm a CRA, and further
create a rede�elopment �rust f�nd for fnancing improvemen�s within a
predetermined redevelopment targe� area.
Prior to the formatio� of such a CRA area, or �he expansion of an exisiing district,
the app�icant must prepare a�indings an� D�c�aration of Necess€ty Analysis, so as to
documen� �Zear�y the ratio�a�e for such a request. This document must cleariy
e�idence th� need for such an area as a mechanism to era�lcate and preclude the
continued growth of iden�ified "slum" and "blight�ng" conditions.
In accordance with State Statute, local mun�cipalities wi�hin a county with a home
rule charter must initialfy ob�ain a deiegation of redevelopment authority and powers
from the Board of Caunty Commissioners. �n the case of the City oF Clearwater, this
was accomplished in 1981/1982 with �he formation of t�e City's CRA. .. ,,., ,
� i
Requiremenks ' � �
By definition, and in accordance with modiried iegislative changes of the State
Legislature, the Findinc�s and Declaration of Nec�ssity Analysis must evid�nce the
following as they pertain to tF�e de�inition for "slum" and "blighted" condirions:
`51um area" means an area with physical or economic conditlons conducive to
disease, infant mortality, juvenile dellnquency, poverty or crime 6ecause there is a
predominance of 6ulldings or Improvemen�s, whether residentlal or nonresidential,
that are impaired 6y reason of dilapidation, deterioration, age, or obso/escence, and
whtch exhi6lts one or more of the following factors:
o Inadequate provision for ventilation, �light, alr, santta�lon dr open �
spaces
o High denslty of population as evidenced 6y compara6les of the
popu/ation of adj�cent areas within the county or munlcipality, and ,
overcrowding as evidenced 6y government �malntalned statistics and
regu/atlons !n the state 6ullding cade �
o Exlstence of conditfons whtch endanger Ilfe or property 6y fire or other
causes, or any com6ination ofsuch factors �
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And
"B!lghted area" means an area in which there are su6stantial num6ers of slum,
� deteriorated, or deteriorating structures and !n which conditions as evfdenced by
� govemment�ma/ntained statistirs, are /eading to economlc distress or endangermenr
� of life or property, and in whlch � or more of the following fact�vrs ar� present.• �
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o Predominance of defective or inadequafe street layout�,. parking
yacilities, roadways, 6ridges, or pu6lic transportation
o Aggregat�e assessed values of rea/ property in the area have falled to
show any apprecfa6le Jncrease over the 5 years prior tn the findiny of
such �ondition
o. Faulty lot layout in relation to size, adequacy, access�6ili�y, or
� usefulness �
o Unsanitary or unsafe conditions �
o Deterioration ofsite or other improvemen�s �
o�Inadequate and outmoded 6uilding density pattems �
o Falling lease ra�es pPr square foot of o�ce, commerclal or industrial
� space compared t`o the remainder of the county or municipalit`y
o Tax or special assessment delinquenty ex�eeding� the fair value of the
land �
o Residential and commercial . vacancy rates hlgher in the area than in
the remainder of the county or rnunlcipality
o Incidence of crime in the area higher thdn in the �remainder of the
�ounty or municlpalify
o Fire and �mergenry medical service calls to the area proportionaEely
.� hlgher than in the remainder of the county or munlcipallty �
o A greater num6er of violatlons of the Florida Bullding Code in the area
than the num6er of violations recorded in the remainder of the county
or municipallty
o Dlversi�y af ownersfiip or defective or un�sual condltions of tltle which
prevent the free allenat�ility of land within the deferiorated or
hazardous area, or �
o Govemmentally owned properfy with adverse envlronmental conditions
caused by a public or private entity �
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EXiSTING CRA AREA
Boundary/S�ze
The existfng CRA geagraphIcally encompass�s approx�ma�ely
existing rights-of way, within an ar�a generally described
Streets to the north, Ch�s�nu�, Turner and Gould Streets to t
Bay to the west, �nd Missouri and Fredrica �lvenues �o the easf.
drrervieav
Z50-acres, excludi�g
as ]ones artd Grave
he south, C�earwa�er
The existing Ciky of Clearwater CRA was established in Fiscal Year 1981/1982, with
the preparat�on of a Declaration o� Blight for the Downtown Deve�opment District,
The c[ty subsequently prepared a Plan for Redevelopmen� for the distr�ct, alang with
the estab�ishment of a Redevelopment Trt�st Fund for the administration of future
�x in�remental financing.
I� is important to note that the �oundary area encompa�sing the existing CRA was
deiineated as such due to the th�n viable percep�ion that it would be e�compassing
the City's primary core business area. � .
This . was �n area �ha� contained an eroding re�ail and ofFc� base, multiple �an-
functioning relativnships between variaus�lanc� uses, an� a"main" skreet that simply
func�ioned as a Corridor conduit �hro�g� the downtown to the beachfront.
However, in the year 2002 th� underlying rationale for the original
CRA boundary
delineation is no longer viable, Over the pas� two decades, the st�b-core formalfy
denoted as the "historic" central bus�ness distr�ct �f fihe community has c�anged its
geographic it�fluence through �hanging marlcet cor�ditions and consumer
preferences. �
Major ex�ernal roadway alignments have been altered with future difficuit
consequences for fhis economic core area, and adjacent commerciaf and residen�ial
land uses are exhibiting se�ere signs of accelerating derer�oration and these areas
wil,f impact �he quality pro3ects now residing in th� CRA, unless address�d, �
The �ehicle being proposed by the Clty of Clearwater for tk�is revitalization �s the
curr�n� City of Ciearwater CRA and its assaclated community redevelopment powers.
By expanding i�s original CRA baundary, the agency will be abl� ro accelerate
rev�talizatian and stabi�lzation for the evoiving "dow�town." Combined with the
original sma�ler downtown, thls exQansion area becomes the "Gateway" to the
centrai business distr�ct. �
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� �xisting CR�► Projects �
� � The existing CRA �s a tax �ncrement financed area with a 2Q01 — 20Q2 budget of
$785,212. The CRA works closely with developers and coordlnates projects that
jmpact the downtown, TF�e CRA combines fts efforts and resources with Browr�fie�ds
and Enterprise 2one projects a�d the Maln Street program, in order to spur tataiykic
develnpm�nt within the CRA area.
O�er the past 21 ye�rs, th� CRA:
• Purchas�d property and a�iowed for �#�e constructivn o� a down�owr� offce
compiex and the building of a downtown parking garage. (199�)
a Provided fundfng for the C��vefand Street s�reetscape,
• Arranged for specia! "0" int�rest commercia! loans �hrough laca� banks. Th�se
�oans were tased to make exterior renovations and fandscaping enhanc�ments to
commercial� business, and multi-family residentiai units located within khe CRA
distri�:t:
* Offered parking incentives that have been success�ul in retaining a company with
,��-�, over 100 employees, and attracted Wakely & Associat�s, a company ���t
;�� � currently employs 254 full-time employees.
e Subsidized the aoily .Tro�ley, a non-profit trolley system, so it could provide
service between the downtown area and the beaches �t a reduced rate,
o P�rcha.sed land trom the City �hat resul�eci in the development of a global
headquarters for IMR Giobal, which is comprised of two buildings, and reflects a
$50M+ in�estment. IMR Global w�s �cquired by CGI and currenkly ernploys 2�0
people. (1998)
• Applied to t�e State of �lorida for the Main Street designation and was
designated a Florida Main Stree� Commtanity. Tne program area for the M�in
Stree� program is the CRA district. Some of the CRA dollars are bei�ng used to
support the Main Street Program`s Des9gn Committee, Economlc Developmer��
�ommi�t�e and Promotion Committee. (August 1998j
• Coordinated a Facade Improvemen� Grant Program that has provided over
$95,0�0 vtirorth of ex�erior improvements to 3fi buildings.
• Purchased land that resulted in approval of a Developm�nt Agreement for
Mediterranean Village, a 100-un�t town h�me project and agreed to pay im�act
fees, perm�t fees, utiiity conn�ction5 �ees and storm water "buy-in". The fees will �
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� 24, 2002. �
� � Tax �ncremen� Financing (TIF)
:. The c�ty's Flnance Department� has compiled the follow�ng summary data far the
existing CF�4 are�:
�alc�ulation of Tax Increments
� 1982 �,985 i�so 1995 Z 0
CFtA Base Year Amount $84i658r49d $64�65$,490 �'�84�65$��49D $84�6�8��490 $84i65$��490
Current Year -
Tax Roll Valuatinn {o�/oi/xx) 84,658,490 1�}�125�274 15$rBD2�070 114�$O1f210 1],7,472,9q0
Taxable Value increment ` -� 19,467,784 7�,143,5B0 30�142�720 32,81�,450
DDB Share-Millage i.00U 1,000 1,OQ0 1.OD0 lAOD
Ststutory L�mitattorl . � 45% 95°/a 95% 9S°/n' 9'S%
Amount Due CRA _ $ f$�$94.39 $ 70,436.40 $ 28,635,58 $ 31,173.73
(95%xMillagexIncrement) '
City Share-Millage 4,905 4,3D3 5,1000 5.1156 5.5432
5tatutory �Imi�tion 95% 95% 95% 9S% 95n/o
Amau�t Due C:RA
County 5hare-Millage
5tatutary l.imitatian
Amounti Due CRA
- $ 7�r5$1.36 $359r2z5,65 $Z46�493�92 $171�555.�b
4.7�#1 � 4.�93 5.266 SS85 5,854
95% 95°/a 95% 95% 35°/a
- $ 75,697.56 $37U,9�B.a9 $159,9x9.7�} $1$2,�49I,q0
It shou�d noted, that the dec�ine in TTF funds since �.990, can b� attributed �o the
purchase of numerous properties within the ar�a by various nnn-tax paying entities,
inciuding �he city's purchase of the Harborview Center and the Atrium Building, and
other properties purchased by faith-based organizations,
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PROP05ED CRA EXPANSION AREA
Boundaey/Sice
Th� proposed �RA Expansion Area abuts and is generally east of the current CRA
. boundary, This prapased expansion area can be more generally descrihed as that
. area lyfng east o� �reenwood and Mlssouri A�enues, �as� to Highland Avenu�, and
bounded to the north by Drew Stre�t, and to the south by Court Stree�. � An area
� r�ferred to as the "Gateway" business districC. �
This propo�ed expansion area can�ir�s approximately 228-acres, excluding existing
rights-of-ways. � �
Raiionale for CRA Expansion mistric� Request
' �'his expansion area would provide �he City o� Clearwater and the existing CRA with
� numeroUS value-added opportunit�es� lncluding:
� ��,�,�� Defne atewa Area as the Prima Entr�nce to fihe CBD
� Wf�h the re-alignment of the �emortal Causeway 8ridge, the current CRA
ar�a faces mul�iple circu�at�on issues, i�ciuding the terminus of CEeveland
Str�et at Qsceola Avenue or the Bay, and the redirection of regional traffic to
and from the beach via Court Str�e� and Ches�nut Stree�.
This circula�ion change results in the criticaf need to identify GuIF To Bay
8ou�evard at th� in�ersect�on of Highland Avenue and Court S�reet as the
"Gateway" entrance to .the City's centrai business district for residents,
business and taurist traffic, and to incorparate the �xisting resider�kial and
commerc�a� el�men�s o� this area into the already rapldly growing central
buslness district er�virons. .
Un�ortur�ately, as w�11 be evidenc�d by this an�lysis, this Gateway area's
cammercial and residential base is fraugf�t wit� negat�ve visual �nd phys�cal
deterioration and obsol�scence.
Furthe�, if this eas�er�y geograph�c e�ension of �he C�ty's downtown area is
. nok incorporated in�o an expanded CRA baundary, the City r�ns the real risk �
. of seeing its curr�nt dawntow� redevelopment projecks erode in value, a�d
<�� an exodus of existing and future retail t�usinesses. �
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L,e. vera4� Pubiic-Private Par�nerships
• In,turn, the physica� condikions of the existing land uses wi�hin th� Gateway
are� are so constrained, that it is �nreasonable to assume that the normal
workings of the private rea! estate mar�C�t�lace wo�ldr or even could, provide
. corrective measure5.
,.Therefore, �t is only by the inclusion of this area into an expanded CRA
,�. � district, that the City can leverage a public-priva�e redevelopment partnership
� thar woul� enhance a vibrant cent�al city �conomy,
Enhance Residentia! and.Commercia! Stabilit�
• The propased expansian district also con�ains a sixe�ble residentia! base lying
� adjacent �o the strip commerciai land uses strung out along Gulf To Qay
Boul�vard and Cleveland Street.
,--�.
This commerciai inventary and assoc�a�ed infra�tructure is so dilapidated that �
it is aiready, historically eroding �he underly�ng vaiue� and "livab�lity" of tf�e
surrounding residential base, by encouraging an environmer�t for increased
crim�, ov�rcrowding, code vialations and the intrusion of an unhealthy
� number of freestanding ren�als �r�its; � ..,
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Aga�n, �nc�usioii of this area into a� expanded CRA boundary wou�d provide
� the City with tE�e necessary foois for .redevelopment so �s to ensure no� only
stabiiity, but a4so economic grovv�h and enhanced neighborhaad self-respect,
Redevelopm�nt Po�entiai
• By virtue af its spatial setking, the proposed CRA expansion area becomes a
"key" e�ement in the potentiai redevelopment of sorne of tt�e City's mas�
� valuable redevelopmen� sites. Namely the pre-deFined "Super-B�ock" area o�f
, � o� North �s�eola, the Town Lake neighborhood, the CGI neighborhood, tf�e
� praperties owned by the Calvary 8aptis� Church, Stein-M��t and the �xisting
�� Harborview Center, other city owned si�es on the Biuf�, and the underutilized
�� � sfi�ip-commercial sites in the Gateway area,
Primary future access to these sites w�ll be via the Gateway entrance, and ik
is easlly ev9denk that unless the area is stabilized and rehabilitated, such
traf€ic wi!! seek other ver�ues for their urban liv�ny, employment, retail, and
entertainmenti experiences.
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It is further evidenk that if the Gateway area is pravided the toois associated
'� wlth an expanded CRA area� tn�n thes� same prime develapment si�es c�n
� be more easf�y marketed to private investots with �ittle or no public lev�rage.
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EXISTING CRA ECONOM�C DEVEL�PMENT PROGRAM�
Fortunately, as may b� noted an t�e Foilowing graphic, the exi�ting Clearwater
Brownf�elds, Enterprise Zone, and Main Street district geograph�c boundaries
encompasses the ex�sting CRA area and the proposed CRA expansion area, ther�in
meeting one of the two "blight" factor findings required by the Florida Statute,
In turn, the tity's Main S�reet program curren�ly encompasse� the existing CRA area,
and this program would be extended into the proposed expansion ar�a.
Coupl�d with the toois offered by the CRA legisiation, ail these p�ograms would work
in toncert �o implement a r�d�velopm�nt effor� for an expanded downtown.
Brownfelds l�r�a
�n total, the C�earwater Brownfields Area (CBA) contains 1,800-acrES.
verview
The City of
implementing
activities,
Clearwater is recognized national1y as a�eading community for
"L��st practices" m�thads for Federaf and 5�ate Brownfelds prog�•�m
In ]une 1996, the U.S. F�dera� Enviror�me�tal Protection Agency {EPA} selected the
City of Cl�arwater as a regionai Brownfelds Demonstration Pilot, and awarded it .
$100,000 to encourage Clearwater �o redevelop 222 regulatory listed, potentially
con�amina�ed sites. The c�tiy was �bie to use it� designatio� to obtain a fur#her
$500,UOA state grant to help with this r�development effort.
In turn, the City of Clearwater in Sep�ember 2000 a�proved tt�e City of C�earwa�er
Environmental 1us�ice Ac�ion Agenda� the �rs� p�an af its kind in the United States to
be formally recogn�zed and approved on an exec�,tNe level,
Since 1996 the City's Federal and Sta�e Browr�Fieids program activ�t�es have focused
on a number of small industrial, commercial and residential properties that were
built on the �lll of former w�tla��ds as park of urbar� redevelopment actFvities 40
years ago. A large�sca�e exodus of businesses away from �he area contributed to
urban d�cline,
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In March �002 the City Commission, Federaf and S�ate er�tities a�proved expansion
of t�te CBA to ha�e the same bo�ndaries as the Stake �nt�rpr�se Zone, aS th�rty-
three percent of res�dents in the surrounding nei�hborhoads i�ve below th� poverty
levef, and the ar�a accounks for more than 60 peree�t of ��e c(ty's cr�me,
Through the CBA, the city is working effec�i�ely to e�lminate patential heatti� and
safety hazards by cleaning �p contaminated sites and rerurning them to prodrac�ive
reuse far the bene�t of the tity and its citizens.
Since inception, the clty has received $�,S m€iiron in federal and sta�e funds to •
provide �s5istanc� to 54+ , propert�es i� . t�e CBA. ThP CBA has committed to
projects in many way�: Phase I and II environmental site assessments, removal of
��draul�c I!€ts, prov�ded ground water mor�itoring, d��elop�d site specific quality
assurance plans, absorbed impact fe�s, implem�nted r�volving foan f�nds, and
provided site remediation. ' �
in addition to the �Federai and State f�r�ds, the CBA has garnered o�her financial
awards for projects i� the CBA, including,those shown in the table on the ne� page.
Add�t�ona4 funding is needed �o address the remaining cor�tamir�ated sites, and
fortunakeiy in May 20�2, �he Environmentai Protect�on Agency awardEd 42 existing
Brownflelds cammunities' nationwide gran�s of $150,000 each.
Clearwater was one of �he two Florida communit�es �o rece�ve this grant, and this
supplemental funding wl�l be �sed in part to assess a 3.� acre autamoti�e saEvage
yard and a former printing press operation near the Town Lake project, Both of
these sl�es are contained in the existing CRA district in very close proximity to the
prop�sed CRA expansion district. �
grownfields Im�act Within Proposed CRA. Expansion Area
The accompanying graphic depicts 20 �ontaminated sit�s that have already been
identified w��hin the proposecl expansior� area. �
Ente�prise Zone
The Clearwater Enterprise zone Development Agency ��EZDA) was crea�ed in
September 1998, because t�e citjr r�cognized that the proposed dis�ric� � exhibited
chronic and unacceptable levels of poverly, unemploymen�, physlcal detierioration
and econamic disinvestments. � � �
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�DM Job No: 13�88
Enviranmcu►taI DnIA Nlun�gemcnt, Inc. Map 5cale and 51te f.ocatinns
123b0 66th Stz•eet North � � ar� ApAroxfmate
Largo, Plarida 34643
� 'r�t /Dt�� C�� qpRU rRV rut'�1 i�5-9757 •
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Source Amount Pur os�
City of C�earwater $50,0�0 Cor�kributian — infrastructure work at famiEy
cenker �n 5. Greenwaod
HUD-CDBG $19z,31� Family center in South Greenwaod on a
desi nat�d CBA site
HUD-Safe Neighbor; $224,527 F�nd bui�dEng of paiicing substatian an a
desi nated CBA site
Ci�y aF Clearwater $42,OOD Demoli�an of th� Atrium HaYel and Establishme�t
of a Park
Ci of Clearwater �p Q00 P�rchased �la round E ui ment at MLK Center
U5 DO] $63,OD0 Expansian af [omputer E.earning S�Cilis Center in
� N. Greer�woad
HUD-CDBG $134,559 Demofished existing Headstart building and build
modular c�assroom
City of Clearw�tier $5�9,902 Cherry Harris Park impravement� in Nor�h
� Greenw�od
HUD-CDBG $15D,004 Community Pride Child Care Center (ehild care in
S. Greenwaad
HUD-CDBG $�7,00� Demofishe�/devefoped proj�ct SW corner of N.
Greenwood & Marshall St.
StaCe of �lorida $�.92,825 SHIP -- 6 affordable housing rental units in S.
Greer�wood .
Private Inves�ment $X95,OOD Addit9anal funding for 5 new affordable housing
� � rentaf units abov�
HUD-CDBG $58,216 HEp - rehabilitate � resid�nkfal structures for
transitional ftiausin
H�D-CDBG $75,000 HEP - renovate starage garage into a meetir�g
�acili in N. Greer�waad
HUD-CDBG � $95,000 Kimb�rly Home For infant child care facility for
� adolescent re nan �
]. cen� sales tax $4,800,000 Recreation c�nter, pool, and library �n N.
Greenwaod �i'2DOi
1 cent sales tax $2,500,000 Recreatian center at Rass Narton ParEc in S.
� Greenwaa� FY2002
City af Clearwater $2,SOD,000 Steven�on Creek restoration (passive park and
creek cl�anu
State of Flarida 1S� DOQ 5torm water catch basin �e lacement roiects
Ci af Ciearw�ter �1Q 000 Storm water catch basin re lacement ro'�rts
1 csnt sales �ax 4 000 000 North Greenwood A uakfc Recreatian Center
1 cent sales kax et �I. 1 20a 000 North Greenwaod Llbra
US �DA HUD-CDBG 70 04D Narth Gr�enwoad Redevelo mer�t S�rate
Bat�k of America CDC et al, 110fl0 Oa� Renovatfon of Greenwoad A artments
�. cent sales tax et �al. 13 500 �00 Carridar �nhar�cem�nts �
Totial $41,939,344
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The EZDA was authorized to assist in t6ye impl�menration of the redevelapment p�an
for �he area, and to asslst new or expandin� businesses within the distric� by :�"�•'��
providing credifis or tax r�funds on State Sa�es Tax or Corporate Income Tax, for job
creati�n. �
The program has been particul�riy active over .the past few years, and since
September z000, the EZbA has assis�ed t�irtee� (13) bu�inesses, represen�ing to�al
refunds af $54,959.3b.
Downtown Developrnent Boarc6
The Downtown Developmenfi Board (DDB) was estabilshed under State Statute in
.�uly 1970� and in Febru�ry 3971 a special referendum el�ckion was held to permi�
fihe dawntown reai property owners to tax th�mseives (i.� percent millagE), by
voting ta estabiish a S�ecial Dqwntown 7ax Distric�, and to elect s�ven board
members and two ex-Qfficio members. Th� purpose ofi the DDB is to assist the
community in revitalizing the downtown area, w�ile preserving property values.
In 1993, the City adap�ed an ordinance es�ab�ishing that the CRA s�ould have �he
primary responsibilities for planning the downtown, and redef ning the role of the
bDB as a support boa�d to the CRA. In turn, in 2001 the ciky and �he DDB entered
into an Inter�ocal Agreement out�3r�ing the services and staff support that tihe CRA
would provide to the DDB. � �� p`,
Ma�n Street Program
Clearw��er w�s namec� a Main Street commu�ity in I998, so as to add another
mec�anism to the city's efforts at rev�talizing their downxown area.
This na�ional program is specl�cally de�igned to build. partnersh�ps hetween the
public� and private sector, crea�ing various �I`�55 raots committees that work
together to offer a variety of specialized support and assistance to the downtown
and i�s buslnesses. This includes design strategies, busin�ss recruitment, and an
ongoing promotion, coardinat#an and impiem�ntation of downtown activities and
events.
7�e uml�relta organizakion for tF�ese pub�ic and priv��e partr�erships fn dowr��own
revitalizations is called the ]o�nt Venture. ihe Joint Venture is comprised oF the
Executive D�rector of �h� Community Redevelopment Agency (CRA}, a CRA TrustQe
{a City. of Clearwater Commiss�oner), �he Downtown Deve�apment aoard (DDS)
Chairperson, the Clearwater Regional Charnber of Cammerce Prpsident�CEO; �he
Main Street Program Coordinator and the co-chairpersons of the thr�e Main Stre�k
Committees. � .
�z
������
4-
i.'�'..
The basic cammit�ees ar� the Promation Committee, Design Committee, and th�
�� . Economic Developme�r Commlktee. T�e strategies of these committ�es are:
• Design Committee - Provides �dvice and assistance to exploit the historical
characker oF buildings along Cleveland Street. Undertakes proje�ts to
upgrade the �isual appear�nce of �torefronts and windows, Identifies private
secror design strategies t�a� would supplemen� t�e pubiic sector investm�nt
to c�eate "an address in downtow�."
• Economic �e�efopment Committ�e -€1se5 pubfic and prtvat� resources
far a bus9ness reten�ion campaign in the CRA. Mar�Cets � downtown office
. space to companie5 that bring high �aiue 3ob� that sup�ort families. Lead
� public/private �fforts to recr�it high qu��i�r retaff �enants.
• PromotBons Commi�kee - Capitalizes on major events to bring economic
beneft to the dowr�town commercial district, and uses eieckronic and printed
. media to in�rease aw�reness of the Clea�water M�in Stree� ]oint Ven�ure
programs a�nd buslnesses. Produces a series of daytime and nighttime
acti�ities at the street level tn create a festive atmo�phere.
Main Streei projects that have been impiement�d include:
,�-�-*,.
,,4 ��� Downtown Relocation and �xpansion Grant: Fund�d by tl�e DDB and �oordinated by
the Main Street Econornic D�velopment Committee, th�5e grar�ts assist c�ualiFed
� businesses wi�h moving expens�s whert re�ocating to, or expand�t�g ln, �he
downtown area.
Glevel�ncl_��ree�, Gasli�ht AIle� -- A partners�ip be�ween Maln Stree� Committees,
Citizens fior a Bet�er Clearwater and Clearwat�r Gas System. The end produc�
resulted in a renovaked a11ey tha� �ncludes benches, tabl�s, lush landscaping and a
picturesque wall mur�I.
��
Downtown Murals — A partnership with Main Stree� Committees, the DDB and
private pro��rty own�rs rest�lked �n 9 murals in the downtown area. The Citizer�s r"or
a Better Cl.earwa��r group has joinEd �he partr�ership, and a mural depicting a
French country garden theme is currently �nderway. ,
Main Stree� volunteers, al4ng wikh City of Clearwater Specia! Events staff coordinate
quatterly downtowrt cancerts, arts and cr�f#s shows, and a variety of hoJiday
activ�ties. Two community cleanup acti�ities are also coordina�ed each spring and
fai1. ' A proposal for a�a�l Cu�turai A�t event is befng considered.
'ihe organlzations that asslst Main Street fnclude; CRA, DDB, Clearwater Regional
Chamber o�' Commerce, Clearwater Bea�tification and Development Association, and
the Clearwa�er His�orica! Society,
13
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� 4
Summary
••""``,
The prior dlalogue on these redeve�opmer�t programs clearly documents the City's
qualifications as a"fiduC�ary" vehic�e for impl�mPntir�g redevelopment funds from
various sources into successfui redevelopment projects,
Howe�er, whife tfi�ese programs will con�inue to contribuxe to the city's overail
improvement for the propased Gateway CRA expansion area, �hey do nor provide
the economic deve�opment toois, or the tax increment-funding vehicle assnciaked
with the Communi�y Redevelopm�nt Act.
In addition, the city has no o�her funding vehicle for future non-residentia)
improvements to this critical expansion area, as other sources such as Community
Deveropmer�t B�ock Grant, HOME and S�-1IP. monies are al�ocated to the low-lncome
housing n�eds of thE city's residents.
F�ND��VG� AND DI�CLARElTION QF �lEC�SSITY ANA�.YSxS METHO�lpL�DGY
7h�s Findings and �eclarations of Necessiky Repor� was initiated in May 2002 by a
�horough review of the �lor�da Statu�e requirements as they pertain to th� formatiors
�nd expansion of a CRA area, including an ovenriew of recent legislative
amendments. ,
� � �'r
A s�udy graup was formed wirh par�icipants from var�ous city departments including ���
p(anr�ing, eco�7omic deveiopme�t and housing, fire, poiice and development services.
Sub-groups �hen undertook � detailed field Eand use inventory antl due dilig�nce of
ti�e proposed CRA expansion area, including a�evtew of priar planning docume�ts,
so as �o defiail the following spat�ai, physical and soc�o-economic charatteristics in
support of the l�ct's r�quirement �or documenting �h� presence o� "$lum" and
"blig�tt" canditions:
DUIdUNTOWN Q�1�lRKET �RQFILE
7he fmportance o� stabilizfig the "Gateway" �xpansion area becomes evident, when
one considers the city's redevelnpment inves�menks in th� current core downtown
area, and �he planned redeve�opment of the "Bluff" area lying adjac�nt to Osc�ola
Stree�. Tf�is core area is expanding, bu� its economic base is stili fragile and it could
be severely impacted by the realignment of �he Memorial Ca�3seway Bridge. The
"Gateway" becomes the target "entrance" for the downtown aF the future.
A recent market ar�alysis by Marketek Inc., in January 2000, documented a variety
of sal�ent features of the clty's dow�town area, inc�uding:
�__.......r...r.
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.•� The majority of downtown buslnesses have bee� ln downtown for quite some
``� � tim�, with 33.0 percen� reporking a tenure of ten years or more, 28.0 percent
� for �ve to Nne years, and �0.0 percent Por on� ta four years.
• 67.0 p�rcen� of #he � s�rvey respondents reported that their sales have
incfeased in th� past �hree years. ,
• Only ].5.0 percent of the respondent5 said that sales have dec�ined in #h� pa�t
�hree years, .
+ The mos� freguen�ly mentioned factors that w�uld impact tMe succe5s and
expansion o� an awner's business was advertising, marketing and downtown
� redevelopment. � .
• ihe majoritjr of businesses (Sfi.O percent) were satisfed with their downtown
location.
• The , percei��d advantages for a downtown location were — access to
custome�s and the beach, gaod cu�tomer base, pedestr�ar� t�affic,
emplayment base, professionai image, good business environment, and a
dawntown identfty.
;'"` . .
�,,��,� • Ti7e perceived dlsadvantages included the lack of readily accessible parking,
� ar�d �a�k of evening activEties.
• 49.� percen� of the nan-r�tail business owner's respondents said fihey
planned to expand, while 23,A p�rcent of the retail bus�nesses planned an
expansion. �
• The st�nrey �ound tha� business responder�ts generally estimate that over fifly
percent of their cusrome�-s have income$ above $45,000.
• In 1999 the average dayrime popula�ion within the existing CRA was
esi9mated at approximately 8,flqU, compared to � resident population o�
2,000. In addition, visiting Sciento�ogists represenr a s�zeabfe market for
downtown busin�sses, with an est�mated 9,DOa Sci�ntologists visitir�g the
downtown area on an average af twice a year.
• The study also noted that there wa5 a potentiai for substa�tially more r�tail
space based on the poten�fal expenditures of residents, �isitors and
businesses with;n the trade area, Hawever, this potentla! ex�er�d(ture pool
may gravitate ta reta�! nades outside of the centrai business dis�rict if
deslrable goods and services are nok oifiered. .
'�
15
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The study concSuded tha� the dawn�own market �rea (30-mii� radfus �rom Clevela�d
SCree� �and Sou�h Myrtie) is diverse, comprised of both young single households
e�rning above averag� incomes, to oider households living on r�tiremen� income.
T�rese groups demand a range of produc�s and �ervices.
The survey results are an important introduction to. our analysis, as they provide a
cu�rent assessm�r�t of khe "hea(th" and perceived "stability" of t�e existing core
business a�ea en�ompassed within the exis�ing CRA area.
How�ver, the s�udy� also document� tF�e vu�nerabil��y oF the ar�a from adjacent
negative influences, and the need to improve the physical environment of the core
and it� env�rons, so as to re�ain and expand existing bu5inesses, and attrac� new
� � busines�es, resider��s ar�d v�sitors, .
DEMQCRAPHiC ANALYSIS
-, .. An initia� approach to dacurnenting the perceived "slum" and "bli�ht" conditions was
�o rev�ew the demographic ch�ng�� that r�ave occurred wit�in �h� maric�tplace, and
then to speci�ca!!y address those slum and biight factors which impact this proposed
expansion area. .
Census'Tra�s/�locks Delineation
The propos�d CRA Fa�pans�on Area lies within portians of Ce�sus Trac� zfi4 and
�59.�2 �or bo�h 1990 and 2000. Fortuna�ely, wi�hin Tract 264, the expansion area
fits pertectly with Blocks Groups 1 and 2, while the balance of the expansion area
�ncompasses only a portion o� the sub-blocks of Bioc�cs Groups 1 and 2 of Tract
259.02.
The following graphic d�picts the actual spatial se�ting of these census tracts and
their related biock groups and blocks,
As of mid-2D02, census enumerafiion data for 2000 is a�ailabie for many of the
populat;on and housing ch�racteristics, Unfortunately, at the block group and block
level, such elements as income, employmen�, and more �etailed charackeristics o�
the housing base are �311 unavailable unti! the iatter part of 2Q02. However, we
have supplemented our census da�a with demographic estimates as prepared by
C�aritas, in�orporated. � ,
City of Clearwa�er Demographics
The accompanying tables present thase demographic features that hefp d��ne the
socio-economic character of the proposed expans�on ar�a:
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Demographic Proflle; City af Clearwater
. . � Numortc
Change. % Change
� ' �99Q % 200n % 1990-20Q� 1990-2�00
� Pop�lation � ss,7B4 100.0°/a 1Q8,787 �QO.a% 10,003 10.1%
� Mi3lle � . 45,523 q6.1°Ifl 52,065 47.9% 6,5�42 14.4°/a
�elnale 53,�61 53.9% 58,722 52.1% 3,461 6.5°/u
Non-Hispanic' 95,898 97,1% 99,033 9i.0°lo 3,135 3.3%
Wh�to . 85,870 58.9°k 85,0�5 78.1°/fl �-855 -'S.0%
Black � 8,�'48 8.9% 10,361 9.5% 1,615 , 18.5°l0
' , �A�il.I�idlan 218 0.2°!0 220 0.2% 2 Q.9%
, , AsIa11 , 998 1.0%a 1,757' 1.B% 7�9 78.1 °/a
' , Othef' 6$ 0.1% i,680 �.5°l0 1,894 2��.5°/a
H[spanic � 2,886 2.9°!0 9,75�4 9.0% fi,888. 238.0°l0
Median Age� , 42,1 4�.8 -0.30 -0.7%
. OVer B5 � 25,273 25.6°Jo 23,357 21.5°!0 -1,916 -7.6%
• � � Under 18 17,33� 17.5°/fl 24,818 19.1% 3,4$7 20.1%
Per Capi#a Ir�came $46,86� �22,786 $5,928 35,1%
Metil3n HoUSe�old �r�came �2&,578 �36,494 $9,976 37.3°/a
� � �25,000 HH Income � 20,83fi �37.2% �5,816 32.8% .5,020 -24,1%
Houstng Units 53,833 100A% 56,6(32 10Q.0% � 2,569 • 5.5°/a
, Occupind LJnits 44,y38 6�.0°!0. 48,aas • 85.3°l0 4,31� � 9.8%
Vacant U�its 9,fi95 18.0°/4 6,353 14.7% -�,342 -13.8%
• Qwr�er-occupied � 27,267 69.6% 30,089 62.1% 2,822 10.3%
Renter-occupied 16,879 38.2°l� 18,351 37.9% i,480 8.8°/a
VacanURent � 3,101 • 32,0% '1,g86 22.8% »1,215 � -�9,2"/0
VacantlSal� • 1,264 13.0°h 743 8.9% -521 -A1.2°!0
VacanUSsasonal �t,973 43.0% a,309 51.6°!0 '{36 3.3%
. � 17
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: �� . � Derriographtc Profile: City of Clearwater
� . � Numeric
: � . . ' " . � Change � % Change
' . 199Q . °l0 20(#Q % 1990-2000 199U-2�Q0 ;
'�
� � Qccupisd Houaing Vat�e. � �
, ' � Madian �SZ,QBB $1�0,50� �8,Qi2 22.4°h
, • Populatio� in Occupted Units 95,628 86.8°/a 104,924 95.4°Jo 9,2�6 9.7°/a
� ', Ownsr-oCCUpled 61,278 64.'t% fi�,943 62.8% 4,fi65 7.6%
.Renter-occup�ed 34,350 35.9°/u 38,981 37.2% �,631 , 13.5°/a�. �
��', Occrapied Units by Tenure af Hovsehnlde� �
I'� �. WMt� awner-occupied � 25,951 fi4.0% 59,578 67.4% 33,627 129.6% �
�, � White renter-accupied 1aT607 36.0% 28,781 32.6% 14,174 97A%
, • Average HH size � • ' 2.Q7 '
,� . Black awner-accupied 1,114 36.9% a,209 40.4% 3,095 277.8°/a
i� � 818Ck �6[11tBr-OCCUpled 1,$01 $3,1°/a $,2i� , 59.fi°/a 4,310 226,7% •
� " . A�erage HH slze 2.72 � � ��� �
l4�is�1 ownoC-oCOU ied 116 43.1 % 791 �48.4% 675 581.5°/a �'•:-'+"''''�
p
Asian renter-accupied � 1�3 56.9% 842 51.6% 689 45D.3%
� Avsrage HH size 2,83
' . . , , �
Hispanic awner-occ�pied 491. 46.9% 2,523 27,9% 2,032 ��3.8% � �
. Hispanlc renter-occapiad 556 53.4°/a 6,516 72.1% 5,960 '{071.9°Jo
� . . Average HH sixe 3,4 � •
Sourca: US Census, Claritas, Inc, 1990-2�01
(1) 7otal persons not af Hispanic Origin--Hispanic Origin Is considered an ethniclty nat a race. .
� (2) Owner and ranter occupied unils by racel�t�nicity of hnusehald.
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� Accordln to the U.S, Census the Ci of Clearwate� has rown from a base of
9 , tY 9
� . 98,784 people in �990 to an estim�red 108,787 people in 20D0, represen�ing a
numerical increase of 1.O,UO3 and a percentage chang� over the decade of 1�.13
� percent.
A review oF this populakion base denates that the overa�l White papulation base has
de�reased fairly substantially Trom 8fi.9 percent in 1990, to 75.1 percent in 20D0. In
turn, the African American (Q1ack) popul�tion has grown slightly from 8.9 percent ta
9,5 percenti, while persons of Hispan�c origin reflected a more accelerated increase
from 2.9 per�ent of the �o�l b�se in 199� to 9.Q percent by 2QOQ. �
�
Overali' during the pas� decade, the median age of c�ty residents dropped very
s�ightly to 41.8 years in 20QA, compa�ed with 42.1 in 1990.
According•to the census, approxima�ely 19.1 perc�r�t oF the city's popul�tion base is
below 18 years ald, compared to 17.5 p�rcent in 2Q00, while rhe over 65-year age
group declined to 2�,5 p�rcen� of the i�ase, from 25.fi �ercent in 2000 — refiecti�g
�
� the fact that the �ity`s population is getting younger as a whale. ..
"°��.�•s.
In,�r�e
As income levels are an irnportant elemen� in our ar�alysis, we were able to
suppiement known i99a census data estimates with 2001 estimates as prepared by
Clarikas, Inc. for �he ciry.
As no�ed, in �990 the median household ��come for the city was $26,578 and
approximately 47.2 percent of' t#�e housef�olds had �ncomes below $�5,000. In
comparison, by 20�� �he city's median house�oid income had grown to $36,494 and
those households reporting incomes below $25,Oa0 dropped to 32.8 perc�nt (note:
tl�e, current 20�0 e�timat� of ined��r� �ousehold income for Pinellas �County is
$37,11i compared to $34,307 tn 1989).
sn
According to the enumeration, th� City's 2D00 total housing stock grew by 5.5
percenk, from 53,833 units in 1990 �0 5fi,80� uniks in 2000, and the n�mber of
occupied units increased from 44,138 units in 1990 to 48�449 un�ts in �000.
�
19
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In 199Q, approxim�tely 82.0 percent of the totai housing �nit b�se were occupfed
units, �nd in 2QD0 this has i�cr�ased slightiy to g5.3 perCen�, which is a positive .�`""`�
feakure �ar �he city. �
In addition, during the past decade the �ity's stock of .vacant no�sing units has
decreased 13,8 percent represent�ng �,342 less �acant units in 2000. Furthermore,
unlike non-coastal communities, large portions o� thes� year 2000 vacan� units are
seasnnal rental units (4,309), with anoth�r 743 available for sale, and ano�her 1,88fi
available �or rent. �
In 2000, fi2.1 percent of the occupied hous9ng base was owner-occupied, with �he
balance of 37.9 percent being occup�ed rental .units, This proportionate split was
sim�iar in 1990.
In 2000, the citjr`s popu�ation had a high propensity for home ownership with 6�,8
percent pref�rring to own homes, whiia 37.2 percent were renter�. However, �t
should be noted that since 1990, the propensity to rent has increased slightly,
perhaps reflecting the trend for young�r families ta ren� p�ior to �ome ownership.
This ownersh�p preference rapidly changes when one reviews occ�pied haus9�g �
unifs by the tenure of their.householders, According to census data, t�� following
ownership versus rental trend is evident - African Amerteans househo�ders (40.4 ....-, .;,
percent ownership vers�s 59.fi percent renta!}, Asians (48.4 percent ownership �� !
versus 5�.6 percent rent�l), and finally Hispanics (27.9 percent ownership, �
compared to 72.� percen� rental).
A similar disparlty is aiso found in citywide occupied housing occupancy levels, wit�
Whfte's t�aving an averag� hovseh�old size of 2.07, African Americans ai 2.72
persans, Asians at 2.83 persons and Hispanics at 3.40 persons.
In terrns of comm�nity wFde hous�ng values, the City o� Clearwater runs �he gamut
from affordabie housing to luxury wat�rFron� pen�houses, In 2000, �h� census
estimated that the City's median occupied housing value was $100,500, compared
�O $82�088 in.�590.
CRA Expansion /�rea Demographics
As previously noted, the proposed CRA Expansion Area boundary delineation
equa�es to BEock Group 1 and 2 0� Census Tract 264 and portions of Block Group i
� �nd z of 259.02. .
����
za
�.
�•
Population
'� Between 1990 and 2000, the ro osed ex ansion area saw an increase in the base
p P p
population from 2,261 people to 3,249 peopie, repreSenting a n�merical change of
988, and a percentage change of 43.7 percent.
This population base in 2000 was composed of 57.0 percent males and 43.Q percent
females, with 20.0 percen� of the base population und�r the age of 18-years, and
10.8 percent o�er 65-years of.age. -
In looking a� the profile of this proposed �xpansion area's population base, one may
note that in Z000, Whites comprised 48.6 percent of the bas�, African Americans
11.1 percent, Asians 0.4 percent, and the area had a large Hispanic papulation of
37.0 pe�cent of the to�a! popu�ation. In comparison, in �.99� the population of
Hispanic origin wf�hin �his expansion area only accounted for 3.8 percent of the
overall population.
ousin
. in 199Q the expansion area had a base ho�s�ng stock af �.,528 units, compared to
. 1,G12 in Z000, re�lecting that this area was already predomina�e�y buil� out by 1990.
,.��., This tact is also evidenced by our anaiysis of the hisforic age of indiv�dual houses in
�� this area, and accounts for the fact a larg� numb�r of hames are showing signs o�
`� wear ar�d t�ar with multip�e code violat�ons.
Unlike the citywide s�atistics wherein fi2.�. percent of �he �oral occupied ho�sing
base were "owner-occupied" housir�g, the constra�n� of this proposed expansion
area's neighborhaod is evidenced by the fact th�t on�y 22.7 percent of the total
occupied housing base is in owner-occupied housing, with a huge 77.� percent in
occupied rental units.
Furthermore, as was evidenc�d by our in-field analysis and inventory, a large
proport�on of the�e rental units are marginaily s�able duplexes, t�iplexes, and quads,
s�x-ptexe� and eight-plexes. Housing units that do no� encourage homeownership
maintenance, but rarher promulgate rental turnover, slum landlard ownership, and
�ncreased social service and safety issues.
In additian, an overview of �000 daka evidences that within the expansion area;
even Wh�ke householders residing ln o�cup�ed housing units were predominantiy
renters (76.3 percent in 2QQ0), as were Blacks (84,6 percent), and Asians (5h.2
. percentj, while 96.6 p�rcent of the Hispanic householders resided in r�ntai units. In
turn, th� �verage household size �or famf�ies ir� this expan�ion area in 2400 was 1.62
for White�, 2.27 for african Americans, 1.72 for As9ans, and 4.31 for Hispan�c
� �`� � familles, �
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' Demograp�(c Proffle: Proposeci CFtA Expans�on District
Numeric �
, � , . � � Cha�ge % Ci�ange
. � " 19g0 % 2UOQ % �99Q-2000 1990-,2a0Q
Populatlon . ' Z,2fi1 lOQ.O°lo 3,249 100.0°/a 9B6 43.7%
7ract 26�! � ,
BEock �i �,144 50.G°�, 1,461 45,0% 317 27.7°!a
81ock 2 B'i2 35.9°!0 1,51 i 46:5% 699 $6.9%
TraCt 25$.02 . .
B�ocks 1 ahd 2(pa�t} 3(?5 13.5% 277 8,5°!a -28 -9.2%
�«Iaie� ' 932 a7.7°/a 1,852 57.Q% 920 98.7°/p
FBmaIB� ' 1,024 52.3°/a 1,397 43.0% 3T3 36.4%
NornHtapanic .� . 2,174 96.2°l0 2,048 63.U% -126 -5.8°la
White � 1,852 $�.9% �,58D 48.6% -272 � -14.7%
• Q�ack � 2$2 � 2.5% 362 1�.1 % BO 28.4%
Art1.lndlan �' - 7 0.3°/a , 12 0.4% 5 ' 71.A%
Aslan 29 �.3% 25 0.8% -4 -13.8%
Qther a. 0.2°In 69 2.7 % 85 1625.p%
� 'HE&p�ltliC� ' ,. $7 3.8% 1,2Q1 37.0°/a 1,114 1280.5%
' ,
Medfan Age � � s�.7
O�or B5 , 464 20,5% 351 � 10.8% -113 -24.4°/u
Underi8 � �32d �4.3°/4 651 20.0% 327 100.9%
Pe� Capita tncome3 �s,267 $13,707 �4,440 47.9%
Median Ha�sehold Encome' ��3,86s ��o,ssa �7,�2� 51,3�/a
<�25,04D HH Income
� Tract 264 � � �
(Blocks 1 and 2j � 70.i°/a 56.6%
T�act 259.42 • �
� , {Blocks � al�d 2� ' � 94.Q% B2A% .
Mousing Units ,' �,528 10Q.0% i,612 �q0.0% 84 5.5%
OCCUpled Units 1,245 81.5°l0 � 1,387 B6.a% 1Q2 i9.4%
, Vacent Unifs 283 't8.�°�0 225 �Q.09'o -58 -2U.5%
, � OWh61'-OCCltpled ' 334 26.8°/a , 315 22.7% -19 -5.7% .
Renter-occuplod , 911 73.2% i,072 77.3% 161 17.7%
VacantlRent ' 84 37.3°!0
� VacanVSale ' � 9 a.0°/fl
� Vacantl5eaeonal , � , 9� 4Q.4% ,
22
,�� �
' ; .
�4',3i" n,^��} .
� �;35��'!
�
�.�
,' �-- T� --_._-T--�-,__.____�-_.-_ - -T�
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, , (COI'�t�C1U@[��
�, Demographic Profile: Proposed CRA Expansion District
� � Numeric
. � � , Change °/8 Change
. � 1990 % 200Q % �g�0-2Q00 199Q-2000
Occupied Housing M�c{ian VaEue'`
T�C� 284 $60,625 $80,446 $19,$23 32.7°/a
Biock 9' . $54,286 �71,786 $17,500 32.2%
BloCli 2 � S4$,750 $86,53+� $18,784 37.8°/a
Tract 259.02 $66,064 �8fi,3S0 $20,2�6 aa.6%
B[oCk 1 $50,938 ^�73,500 $22,562 44.3°/v
� B�DCk 2 �53,750 $77,500 $23,750 44.2°/a
Populatlan in Occupied U�its �. 2,259 99.9°l0 3,117 95.9% 858 37.98%
Owner-occupisd � � 602 19.3% . �
Renter-occuAiad . � 2,5�5 8D.7%
Occupied Units by Tenure of HQ�s�holder� , �
W�ite ownor-occupEed , 314 28.3°/4 501 23.7% �91 Bi.B%
Whita r�rlter-oCCUpfed - 870 73.7% . 1,614 76.3% 744 85.5% '
AveraBe HH size . 2,2fi
Blach cwreQr-accupiad 23 17.6% 54 15,4% 3'� 134.8°/4
81ack renter-occupied , 108 B2.4% 297 84.6°� �89 175.0°/a
A�era�s HH size . 2.27
As[an owner-occupted a a4.4% 11 45.8% fi i75.0%
A�Ian r�nter-occu}�led 5 55.6°/d �3 Sa.2% 8 1G�A%
Aderage HH size 1.72
His�anic owner-occupied a 8.3% 41 3.�°� 37 925.0°/d
HlspanEc.renter-occupied 44 99.7% 1,162 96.6% i,118 2540.9%
� Average HH siz� ' 4.31
Sources: US Census, Clarftas, Inc. 199D-2001
(Z )79g0 Mafe and Ferrra�e tlgures fnclude only papt�l�tlor� from Cens�s Tract 264, Black Groups 9 and 2.
(2) 28 addlilonal H�spanlcs by arigin is Included in nan-Hispan�c caunt (part 259A2)
(3) Claritas, Inc. 1990 and 2001 '
(4)1990 and 2001 Claritas, Inc. Statistics tar tatals Census Tracts 264 and 259A2, 61ock Graups 1�nd 2
(5j C}wner anci renter otcupied untts by raceleihnfcity af hausehalder. 199D statfstics r�re far Census Tracts 2�4 and �
259,02, S1ocic Graups i and 2�s � whoEe. 2QD0 skalistics are for Consus Tract 264, Block Groups 1 and 2 and pari
. of C�ensus Tract 259A2 SIoGk Groups 1 and 2, (Nole: hiispen[c Origin is considered an ethnicity, itot a raae).
� 23
�. �_-• . � . . .. , .,.. �.. � . .... .. .... . ..�..... . . .. . . :.. .. _..��._...... �
�.
.
This large invenrory of renral units, coupled with overcrowd�ng, ls rapidly
contributing to the area's decline.
Housing values �vr 20D0 are not yet available on a block group b�sis, however, we
were able to ob�ain trend est#mates from Cfari�as, Inc. which evidenc�s the fow
overail values typi�ed by the curren� housing s�ocic, in, compared to the ci�y's base.
It shouId be noted �rom the prior tabie, that Census Tract 264 and 259.0� as who�e
units, reflect a higher median housing value than showr� in the individual b�ock
group�, due to t�e fact �hat these tracts encompass several higher income housing
areas lying outside o� tF�e expansion area. Further, it is the opinion of this analysis
that when blcck leve� data is made available for �he expansion area, the median
�aiue estimates shown far the block groups will likely be iower.
Low To Moderate Housing ; erti�ication
According to the Housing Division of the City of Clearwater, a substantial portion of
the ' exis�ing households within the proposed expansian area, have median
household incomes that would qualify th�m under vario�s state and federal ho�sit�g
financia� ass9stance programS {1990 incomes are still the base): . �
Census Traet 2fi4:
Block Group #1
Block Gro�rp #z
Census Tract 259.OZ
Block Group #1.
Block Group #2
58.1 pertent would quali�y
fi5:� percen� would quali�y
76.8 percenf would qualify
1QQ.0 percer�t wouEd qualify
Source; incame Efigfbfltty Limtts H.CI.�, CDGB, HONiE, SITYP,
]anuary 1St, 2062 (1990 income base)
7he .,city is already ackively servicing the residen�ial rehabili�ation needs of this
expansion area. However, witl� iimited funding sources it is beCOming increasingly
more d�ffi�ulr to com�at the negative physicai and sac�ai problems associated witih
such a�arge "rental" housin� base (both single-family and multiple), and . th�
accelerating deterioration of the adjacent commerc+al properties.
Hausehold Income
°"�'�.
� I Sj•• F�
� . �
The per capita and medlan hous�hold incame estimate show� in the previous table,
reflects a simple averaging of the various biock groups income es�imates, When �
depicted by individual block groups they show a much wider range betw�en �,�p�
2�t
�`-. � ,=�• , -�- - - .
4 ,
..
.�
����
i
neighborhoods, and this range will widen ev�n more when block level statistics are
made a�ailable: �
City
�fi4:
BG #� 1
BG#2
Z59.D2:
BG#1
B�#2
Per Capita xncome
1990 2000
$�.fi,860
$11,079
$iJ.,298
$ 9,943
$ 4,74$
Sourc�c ClaNtas, xnc.�
$2�,786
$15,385
$�.5,689
$36,079
$ 7,fi78
Median Hous�hold Yncome
1990 �000
$Z6,578
$i6,30D
$15�907
$ �.5,441
� %r82�
$36,494
$23,068
$23,064
$25,289
$12,639
FINDTFVGS AT�D DECLARA7�ONS OF NECESSZTY - 5LUM AND BLIGHT
Ove�view
The City of Clearwater's Central Business District has evolved since �he nineteenti�
century from .water based commerce �o a retaii and p�rsonal service �upport
environm�nt for �he surrounding financial, governmental, and institu�ional
employees. ,
Similar to other dnwntown environs, �he exodus of historical convenience ar�d
comparison retail establishments and ent�rtainment venues occurred over the past
decades with the introd�ction of increasing�y� larg�r planned si7opping cent�rs. �As
these deskination retai! nades promulga�ed, they required larger bc�ilding sites to .
accommodate surtace par�Cing areas, and thus was born "suburban sprawl,"
Concurr�nt with this retail exodus, deve�opers quickly recognixed the inherent
�iabiiity of suburban residen�ial developm�nts, and dow�towns further d�ciin�d.
His�ortcally� the decline in Clearwater's dawntown re�a�l activiry can �e evidenced by
the concurrent growth of �hese centers; . �
• Cleveland Plaza, f.958
• Searstown/Sunshine Mall, late s9x�ies
• Clearwater Mall, 1974
• Countryside Mall, 1976, 2002
i�
�
� _ ,_ „ ... . . . , -. . .
,
��
�w
r,
As previousiy mentioned, recogn�zing th� inh�rent need to retain a functionai centrai .-r'"`�.
business district, the C#ty leadershlp in the ear�y �.98Q's imp��mer�ted the provisions
of the Flarida Community Red�velo�ment Act, and created tr�e curr�nt CRA, along
with �he mechanism for fi.ax incremenr fnancing.
During the past two de�ades, the CRA has activeiy instituted v�rious office, retail
�nd residenkial projects, direcfed at s�a�iiizing �F�e values and marketa�ility of t�e
�rea. .
A crit�ca� aspec� of t�is stabil�xation hawever, is �he fact t�at the City has managed
to expand �heir revi�alizatinn activity eastward within the CRA to encompass areas
outside the core downtown, with projects such as the CGI (IMR) otfice c�mpus, the
Town Lake, and several new "urban" resider�tial pro�ecrs.
This easterly re�ival, in concert with the physicaf impact of the current re-alignment
of t�e Memorial Causeway Br�dge and tis �mpact on Cleve�and S�reet, has caus�d �h�
C9ky leadership to recognize t�ak a hearby malignancy has to be addressed dt�ring
the next two years; otherwise hard foughk redevelopment ef�orts In the exis�ing CRA
area wi�1 be negatively impacted.
Nameiy, th� ne�d for a concc�rrent revi�af(za�ion, rehabi(itatiion and s�abi�ization of
the commerciaf buildings, Iots, and residential ne�ghbarhood lying adjacent to GuIF � �
To Ba Boulevard as it comrnences a� th� intersectio of Gulf To Ba u v �'��I��
Y n y Bo le ard and
Cour� Street, westerly intio the original downtown.
This soon to be "Gateway" entrance into downtawn Clearwater will become the first
commercial pa(ette seer� by traversi�g vehicles using Gulf To Bay Baulevard and
Cleveland Street - a vista which in its curren� state of deterioration, is enough �o
discourage fu�ure visitations.
Uniquely, however, physical tie-in of Court Street w�th Gulf To Bay Boulevard, o�fers
the City af Clearwater the opportunity to take advantage of tens of �housands of
residenks and tourfsts daily vef�icular trlps, if the deteriora��r�g envi�onment at Chis
junciure can be addressed.
The �ogical mechanlsm for such a program �s �he expansFon of t�e curren� CRA area,
so that it is co�erminous with the existing Br�wnfelds and Enterprise Zones, and the
concurrent expar�slon of �h� funding tools promu�gatied via �ax increment financfng,
In concert with the data previousiy inventor��d for this analysis, the following fac#ors
are preser�ted in support of the City's r�quest for an expanded CRA area;
F,
'��.�
26
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Findings:
- Praor Lot Layout Relating �o Size, Accessibility and Use
- �Site and En�irons D��erioration
- inadequake and Outmoded Building Densi�y Fa9terns
As part of the evalua�ion of the expa�sion area, a current land use base map was
prepared depi�ting the spatiia! locatian of ail residential, ofFic�, commerc�al,
inst��utional and vacant properti�s within the proposed expansion area. In additian,
an aeriaf base map was used to analyze the various �ot cor�figurations wikhin the
s�udy are�. �
As may be noted from these graphics, the proposed expansion area is reflect�ve of a
historic strip commercia! b�siness dis�ric� lying adjacent to a mix�d residential
neigh�nrhQOd. .
As previously discussed, this form of land use arrang�ment was typical for
nexghborhood commercial s�reets when res9dents, primarily as pedestrian�, shopped
daily at a �ariety of retail sto�es to f�ifill t�eir shopping needs.
4Land Use
�') The pr�domit�a�e land use wi�hin �he proposed CRA expansion area is � mixed
���` residential base consist�ng of 561 parcels, accounting for 144.40 �ross acres;
� followed by commercial land uses with ].S5 parcels and 27.61 gross acres:
Land Use
Single Famiiy
Two to Three Family
Fo�r to Eight Family
Mu�ti•Family
Office
Motel
Retail Commercial
Vehicle Service
Unimproved Lot �
institutional
apen Space
Improved Parking
Indust�ial
Gove�nment -
Totai
,:,,,
f��
►�
Numbers of
Parcels
281
� 57
58
65
, 92
. fi
� 34
23
51
26
41
15
33
3
' 885
27
Amount of
Acreage
63.14
53.09
12.93
15.24
15.55
2.56
5.36
4.14
. � 2.84
17,7'S
9,29
5.51
9.86
.57
227.79
Percent of
Acteage
27.72
23.31
5.fi8
fi.69
6.83
'5.12
2.35
1.82
5.fi4
7.77
4,07
2.42
4.33
.25
'� DO
f'� ' ._..��..
E
� .
�- . '
� � � ' � . ' 11i� k .. . .
�
As may be noted from the compilatfon of feld photograph�; a majority oF the
cammercial land uses and far toa many residenti�l units are exhibiking � signs of
s�vere blight, and this corrosive in�luence is rapid�y impacttng the health and weSfare
of those resid�nt� and bus9nesses that are trying to sfabilize their er�virons. .
. �
Park of decline [n the phys�cal appearance of the expansion ar�a, can be aktributed
to fihe.age of the s�ruckur��; as noted belaw;
Year Built� # Parcels �/o of Ta�a1 �
C 1940 11 �. � 12.0 %
� � �.941-b9S0 1fi7 - ],5.0°/a � � . ` . �
1951-19fi0 228 24.fi% � �
19fi1-1970 2fi0 28.4% �
1971-1E.�80 � � 85 � 9.2°10 �
1981�199Q fi4 6.9% � �
1991-200� 12 1.3% .
Saur�oe: Pine[las CountY P����I APP�iser; ]ur�e ZOQ2 �
The above inventory reflects a base of 927 �residentia� �nd commercial structures
(the year built fior 147 �truckures tivere not recorded), and th� da�a h�ghlights the
"a�ing" ot the expansion distric�t's building stock.
Most notable ls the fact that �p�roxim�tely 55,D p�rcent of �he inventoried
structures were bu�lt prior to 1960, with only 8.2 percent having been buiit sir�ce
�.98i. .
In addition, it shou�d be noted that since 19�1, oniy tw�ive new building permits
have been issued w�t�in ��e proposed expansion area {two commercial permits and
ten residen�ialj.
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The propased expansio� area contair�s t#�e existing zoning district classi�cations:
LA9DR -- Low Medi�m Der�slty Res�dential
MDR - Medium Density Residential
MHDR — Medium Hig� Density Residen�ial
IiDR — H�gh Density Resident�a�
q �- Office � �
C -- Comm�rcia(
� D - Downtown
I - institutianai
In reviewing the deteriara�ing commercial base, it became apparent that feas9ble
rede�elopment or adaptive re-use of existing structures would be inhibited by the
restrict�ve sizes � af .the underfying lot5. To document this, we analyzed the .
commercially zon�d lots arrayed aiong Gulf To Bay Boulevard/Cleveland Street, and
the affice zoned lots lying adjacent to Cour� Street.
Commercial and Offi�e Lot Mea�urements
Front Lot W+dths (feet)
Commerc�ally
Zoned Lots
Office Zoned
lots
<SD 51�100 101-150 �i50
f3 29
3 14
f8 10
7 6
�. As this table and �ccompanying graphic depicts, ti�e limit�d frontage widths of �hese
... lots are fur�her eanstrained by the fa�t t�at the dept�s of the parcels range from fi0
. to 36S �eet, w��h the vast majority c�uster�d betwe�n �00 to 125 f�et in depth. Wi�h .
�hese lat configurations, very few of the office and commerciaiiy zoned properLy
owners h�ve the ab��ity ta physically exp�nd their buildings or pa�king,
�
.�
E�en if ad�acent Eots could be ass�mbled, the depth of these lots would pr�clude any
reasonable developm�nt opt�ons, and most certain�y few wauld be able �o meet the
modern development code requirements, which this city has successful�y maintain�d
In the interest of community stability and economic devefopment advancement,
This can be docum�nted by a review of th� ci�y's Community Development Code,
which notes tha� the comrnercfal ("C� and offce ("�'7 zon�ng districts have s�ited
intent of -" providing r�sidents with convenient access to .gaods and s�rvices
wikhout adversely impacting the integri�y o� residential neighbor�lnods, diminish th�
�9
ti.
.
�.,�
� . . , �.� �
scenic quality of the ciky, or negatively impact the safe and efficient movement of
people," � .
In support of th�se inkents, these zonfng distiricts concurrenfly have the following
typical "minimum develapment" standards for a r�ew affice ar retafl safes and
services:
Minimum Lot Ar�a:
Minimum Lot Wfdth:
Minimum Setbacks:
' , Front: � .
Side:
' Rear:
Minimum Off-Street
Parking:
10,000 square fee�
i00 feet
25 fee� �
20 feet for affice/�,0 feet far r�taiE
20 feet for o�fce/�.20 feet for retail
3/�.,000 sq. �t. for office/SJ�.,000 sq. ft. for retaif
Qbv�ously, a major�ty of ��te exisiing cor�rr�ercial and offi�� iots within the expansion
area, could never be redeveloped under these standards, without e�ensive land
assemblage, leaving �hem the only option of remaining as a nar�-conforming land
�se whi�h allows them very ##miked expansion rlghts under �he current code. Also, as
non-conforming iand �ses, they would cor�tinue to'attract an array of ever changing
low-quality retail tenants.
Therefore, it would be the intention of the expanded CRA ta work closely with t�e
City's pianning staff, so as to analyze the existir�g zoni�g dis�ric� configurations and
make necessary changes to accommodate f�ture new commercial, office and
residential projects, and to assist exisking properly owners and �enants to expand.
Commercial Environs
In pr�ar y�ars, the area's retail ar�d service establishmen� did not require the modern
convenience of large building and lot square footage, accessibi� park€ng �ots, ioading
areas, mu�kiple signage, and access �o multiple tenants wi�hin a de�ned space
Instead, area retailers maximized � their b�ildin� square footage on ir�div�dual lots
wlth (ittle regard �o setbacks, relied on �ocal k�owledge for signage and patronage, .
and the typica) shopp�r wa�ked daily from store to store, with iittle requirements for
centraliz�d parking.
34
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However, wi�h the changing sho�pir�g patterns of the consume�, this area
underwer�t a drastic change. �
�.
� Consumers found it imprackicai to par�C their cars in minuscule �ats, became
�rus�rated in traversing by car from one retailer to another in close proximity !o one
another, and soon found that their selection of convenience and comparison c�oods
became limited due to the establishments smaller building square foo�ag�.
The frustrated consum�r rapjdly fou�d that their needs co��id be admirab�y met by
taking a single �ehicle trip to a"destl�ation" shopping cer�ter. .
Howev�r, thls left �he �istoric building ownQr ar pro�rietor wi�h �he same fQOtprint, a
retail use no longer required, a�d a d9minishing opportunity for an adapfiive-reuse of
their facility.
Historicaiiy, �he oniy way aut was to increasingly cater ta Iower ar�d iower quaiity
mixed �use tenants who saw a� opportunEty fior ch�aper ren�s, and who d�d not
require an assac�ation with the s�rroun�ing reslden�ial consumer base - c�assic
scenario for the furtherar�ce of slum and blight cond�tions. �
Unfortunately, those property owners who pre�erred to com�a� �his erosia� were
d�scouraged by their inabiiity to assemble mult�pEe small. lot�,. while constantly
'''`�" battling the in�ruslon of increased �rime and environmen�ai degradatior�.
�.;f.���
�r� addition, as may be noted �from �he accompanyfng ph�tographs and base map,
th�se lots, which in many cases are own�d by multip�e owners, many of wham ar�
absentee landlords, are severefy co�strained by an array of site features, which
include:
• A predominate tenant mix which daes no� s�rve the daily ne�ds of area
residents; � �
• Strip commercial wi�h no landscaping, appropriate parki�g, signage or quality
arc�itectura! d�tailing;
� ,• Existing structure such as mo�els be�ng can�erted to transien� multiple hous�ng
ar retail storefronts; �
• Blighted buildinc� condit�ons, fraught with code vtolations;
� •� Inadequate lot sq�rare footage which negates an ability to accommodate a
modern retai� or personal service struckure,
• Obsolete, d�terlorating and non-camplying signs;
� Inappropria�e land uses and zoning dis�r�cts;
• M�itiple �ot ownership, making po�ent�al lot assemblage diff3cul�;
� • Non-functioning off street parking and turning movements;
• inapproprlate us� nf vacant Eots for parking �
� • l.ack o� separation betw�en right-of-w�y and parking areas
'�,,r,,,�
31
�-
, ���
Deteriorating or non�existent s��e an� right-oF-way �nfrastructure� including
paving, sidewaiks, and landscapi�g;
A pervasive negative "image" and "vlewsf�ed,►'
Improvement to this commercia! inv�r�tory can oniy b� eF�ec#uat�d by a p�blit-
private partnership that can ca�ilize the taols ofFered by tlie CRA to:
• Identify commercial developEr� and tenants who would recognize the potential af
the ar�a, and the tools available for effective redevelopment
• Provide assistance for the assembiage of individual sma(I iots in�o larg�r
redev��oprnent sites that could accommadate modern �enant building �oatprints
and parking . �
• Develop a st�e�tscape and signage stra�egy, wF�ich wouid tie into the pragram
being implemented for Cleveiand Street within �he exis�ing CRA districk
• Develop a frnanciat assistance pragram for building, signag�, and !ot
improv�men�s � �
• Inskitute meani�gful code en�orcement, know3ng that such improvement� are
safeguarded from econom�c erosion by t�� presence ef viabl� str��tures
accommodat�ng s�ccessful tenants or end-users
• Analyze th� under�ying zoning district classffiications, �nd
aceommodate assembled parceis and new tenants or �and
• Demolish unsa�e obsolescent buildings
� Implement a strategy fo� the adaptive re-use of functional
• introduce n�w quality retail and personal service tenants
make adjustments to
u�es
buildi�gs and sites
orient�d to the needs
of the resid�ntial neighbarhood, capturing the traversi�tg �our�st and the growing
core businesse�
Residentia� Environs
According to 2000 census estima�es and Pinellas County Appraiser data, the
resider�tial base consist� of 1,6].2 �ousir�g �nits on 5fi� record�d parce�s, ar�d this
base is composed ofi a mix of detac�ed single-famiEy homes, dupCexes, �ri-plex�s
through eight-plexes, and a numb�r . of conventional, � senior �it(zen, and
condom�nlum multiple-family complexes.
A predomir�ate fea�ure of this housing base, based on kand use parcel designation, is
the percer�tage of rental units. According ta our land use data, approximatie�y �0.0
percent of the resid�ntiat parceis are accommodating some farm of non-res�denkia��
unit.
As pre�io�sly mentioned, this expansian area has 80.7 percent of its population tha�
reside In occupled units in ren�al housing, and 77.3 percent of its 1,387 occupied
housing units are rentals hous�ng. We further anticipa�e that many oF ths single-
famfly, units mfgF�� also be rentals,
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.�""�As may be noted from salier�t accompanying photographs of this housing bas�, th�
- obsolete and de�eriorating single-famiEy �nd multiple-�amily residential structures are
. severe�y impacting the stabil(�y o� the residentiai neighborhoads Wftllffl the
expansian area; as evidenced by;
,�
� � �.,��
��
• �ots with deteriorating surFace conditions
• Absence of landscaping and buffe�s from adjacent righ�s-of-ways
• Inappropri�te placement of housing within commercia! corridors
Q Structures with muftiple code vialations �
• Ou�side storage wit� no screening
p Absen�ce of on-site management controls within rentaj �omplexes
• Inapprapria�e placemen� of waste containe�s
• intrusion of dr�g rela�ed crime activities in�a resident�al neighbarhaods
• Struc:turally unsound homes impacting the sa�ely and welfare af residents
• Bland arch�t�cturai detailing �
As part o� a redeve�opment program for t�e proposed expansion are�, it would be a
goa� of the community to encourage ar�d leverage the opportur��ty �or �nfif!
deve�opment af new � haus�ng �or the new middle-incom� employment base
envisioned for thfs area, as weil as for the elderEy and low-income r�siden�s,
Finding�
- DeFectiue or Inadeq�ate S�reet Cenfigurations, Transportation
� Faci[itrps, and Parking Faczlities
Clearwat��r's downtowr� ti ansportat�on neiwork has historically been characterized by
a series of 3oca1 nort�-south �nd east-west routes, uvith Cleveland 5treet evolving as
the primary major arterial into the commercial cnre when it tied into the Memorial
C.auseway Bridge alignmenr.
The importance of this arterial ��Gulf To Bay Bouievard/Cieveland Street s�gment}
as i� radiates from tF�e Gateway en�rance at GulF To Bay Boulevard and Court Street,
i� bes� docum�nted with a rev�ew of the a�erage annual dafly traffic counts a5
compiled by Pinellas County.
t�ee
19 2 1�95
Gu1f To Bay ; eas� of Highland 44,�23
Gulf To Bay - west of High�and 29,892
Court - west of Highland 21,150
33
45,fi49
21,1�6
z�,zo �
1999
49,092
18,1�3
27,853
z000
49,092
1�3,133
�4,99B
4•
`•` . L '
l
tr e
Cleve�and - east of Misso�rl
Clevetand - east af Ft. Harrison
Drew - east of Mlssouri
Ft. Harrisan - nort�,of Drew
Ft. Harrison - nort� of Court
- Chestnut
54urce: Pinellas Coe[nty
1992
n/a
19,�73
13,730
21,459
21,728
i99S
�4,818
17,�3fi
18,980
22,9fi4
24,8Z9
1999
Z1, �. �.5
�4,401
23,966
25,043
z1,zs2
2U0�
24,�47
15,QQ7
25,347
29,514
22,5�0
As thi� array �vidences, the traffic radfating in bo�h direc�ions along the Gulf To Bay
comme�cia� core to and from the Courtney Campbel! Causeway and th� Clearwater
beach, has been bypassing the Gat�way entrance into the core downtown area, ir�
favor of using an�illary ro�tes s�c� as Cour� and Drew�Str�ets. . .
In fact in ].992, traffic cantinuing along Gvlf To Bay Bouievard as it turns right to
eonnect with Clevetand Street� acco�nted for nearly 30,000 daily vehicles. By 200Q,
th�s volume has �dropped to ne�riy Z8,000 vehicies. Concurrentiy, Court and Drew
Streek's vehicular volume has increased.
A simiiar drop in traffic voIume can be noted for that stretch of Cleveland S�reet
�- lying east af Fort. Harrison. in 1992 fhe a�erage daiiy �olum� at this segmsnt
meas�red over 19�OQ0 vehicles, while by y�ar-2000 it �ad dropped to nearly �5,000
vehicles.
This dispersal o� traffic at ti�e Gateway entrance wili be fit�rther exacerbated once
�he new Memoriai Causeway Bridge is opened i� la�e 2004. Cleveland Street and
Drew Stre�t will terminate at t�e bay-front, while Court Street wil! compete for a
majority of the tra�c gning west �o the beach, and Chestnut Street will similarly
compete for ail of �he traffc exiCing the bridge from the beach and going east. .
ance the new brldge is completed, t�e City's central business diatrict will hav� to
become cognixant oF �he importance of three significant traffic nodes – the
intersecti�n of Fort Harrlson Avenue at Ches�nut Street, intersec�ion af �ort Harrison
at Court Str�et, and Gulf To Bay Boulevard at its apex wlth Court S�reet, Gulf To Bay
Boulevard and Higl�land Avenue.
The importance of the For� Harrison Avenue int�rsection wit� Chestnut and Court
Street can be easily addressed by �he appropriate implementation oF a ma�or urban
wayfinding project announeing the northerly entrance into th� downtown area.
The same, however, cannot be said for the Gateway entrance. As may be noted
from the foilowing photograpt�s, this s�retcf� of Gulf To Bay Boul�vard and Clevela�d
34
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Street east of Mlssouri is burdened with an array of deteriorating infras�ruckure,
� including: �
• Lack of a quality "Gateway" image inko the cer�tral business diskrict a� th�
intersection of Gulf To Bay Bou�evard and Co�rt street;
• Eroding rights-of-way and street infrastruckure such as. lighting, seating,
sidewalks, curb$ and landscaping;
• Absence o� a viable streeksca�e
• Det�r�oration of on and o�f street parking surfaces;
• Resti�-icted turning mo�ements; �
• ir�appropriate placemen� of cUrb cuts, and excessive numbers of cur� cut�;
• Unsuitabfe Ioading areas;
• �nsufficient yard setbacks; �
• Intrusion o� commercial traffic into residential nelghborhoods;
Unless this proposed expansion area and i�s associated transpor�ation aiignments
are stabilize�� it will rapidly erode all pot�nt�al for the CGI Campus, the Town Lake,
t�e core commercial area downtown, the Cou�ty's downtown complex, the potential
"bfuff" redevelopment area, and the stab�lizatian and re-blr�h of ti�e surrounding
urban res�d�ntial neighborhoods.
�,�,� The onfy effect}v� toot id�nti�ied by the City of C��arwater for th€s challenge, is the
expans�on of tF�e existing CRA area and the impiementation of a TIF program in
���n3 =��-� concert with other support public-private revit�lization programs and project5.
F�ndings:
- Excessi�e Emergency Ca![s
- Unsani�tary and Unsafe Envirflnments
- Excessive Viola�ions of the Florida Building �ode
As part of our field analysis, we toured the expansion area wIth fire, polIce and city
personnel who have a historical perspec�ive on �fi�e deterioration of this area in
terms of increa5ed emerg�ncy calls, and code enforc�m�nt. Salient concerns
expressed inciuded:
� - TF�is is an area historically identi�ed by fire and police a� a problem
neighborhood, wirh multiple service catls in re�ponse to serious crime,
prostitut�on, and drug activit�es �
� - Multiple number o� strip motels �n the area catering to �drug �raffickers
, �nd users, prostitution, hourly room rentals, and short-term and long-
term rentals to transien�s at exorbitant rat�s
- The presence of empty lots and commerciai bu�ldings �requented by
, the homeless .
L�� .
35
�-
. �,�
� Presence of boarded up structure�
- �. The pre5ence of emp�y lots cantaining excessive trash
- . Iden�iFiable repeat sites were majar cr�mes hav� been commikted
- � Buildings which have reached a point of deEeriora�ion wherein �easi�Ee
code enforcement becomes nil
- Mu�ti�le own�rship o� deteriora�ed housing structures
- Perceived signs of overcrowding in ho�sing units evidenced in part by
the presence o� exc�ssive muitiple cars � �
Contributing to the deeiine af tt�is �rea, is tl�� ever�•increasing pres�nce o� homeless
individuals who intrude onto privately owr�ed Iots a�d buildings. A partial remedy
was implemented in April of 1998, when the City initiated Cl�arwater HomelesS
interventian Center (CHIP}, opened its door at �339 Park Street. �
This facili�y offers emergency shelt�r, public r�strooms, showers, (aundry s�rv�ces,
. telep�ones, personal i�ems storage, a messaging center, and cour�sel�ng to the
home�ess.
EJnfortunate�y, �this wort�while seniice to the hameless has generated a nega�iue
byproduct in �he form ot multiple day la�or agencie� tha� have chosen to loca�e
along Gulf To Bay Boulevard. These establishments provide a nega�ive environment
for re�a�! stabFl�ty, and d��courage other prospect�ve tenants from pursuing leasehold
opCions withfn their environmen�. It wo�td be the ir�tention of the expanded� CRA,
to work with the CHIP program to develap an expanded campus at their current
location, whlle try�ng to mi�lgate any real ar�d perceived probiems asso�iated with
the homeless. � ,
Th�s campus concept was greatl� assisted by a state apprnpriat�on for Fscal year
2002/2A03 of $470,D00, which will be partially used to purch�se additional reai
property in the ar�a.
ri e
For comparative purposes, the City Poiice D�partment compiled crime statistics for
the proposed expansion �rea, and the city as a whale for the period 1997 through
2001:
Categ4ry iS97-Z0�1 Recorded Crime �ncidents
, C,� Exp�nsion_Area
Armed Rabbery
_ Assaulr
: Baltery
� Burglary
lfi1 �.1
3,318 237
7,184 578
8,893 514
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Category
:�
1997�2001 �tecorded Crime Inc�dents
C�t^ Expansion Area
!
. , Burg�ary Uehic�es
' Disturbances
Drugs �
Robbery
Sexua) Baktery
� � Shoating
;�
`�
6,109
9,123
6,180
�,�38
826
23fi
�70
928
6�5
f33
55
].3
Total 43,ifi8 �,244 .
Area inventaried = Highiand Avenue ta Missouri Avenue and Drew Stre�t to Caurt 5tre�t
The above array deno�es that 7.51 percent af ai� reported crime �ncidences occurred
� within� the proposed expansion area over• a frve-year period, Yet khl� area or►ly
contains 2.99 percent of the city's population. ,
Another way to laok at �his negative att�ibuke Is ta note that during the past flve
years there were approximately 397 crime inc�dences per 1,000 papulat�ons
citywide. In comparison, th�re were reported 998 cr�me incfd�nces per I,U00
population in �h�e proposed expans9an area for the same time perlad.
Fire Deparlment
For purpose of analysis, �he City Fire Department Inventtirled khe kotal deparkment
i•�spon�es for both the City of Ci�arwater as a whole, and for Grid 287 a�d Grfd
288A. �
These two grids most ciosely a��gn themselves w�k� the ge�grapl�lc de��neation o#' t�e
proposed expansion area, running betw��n Myrtle Avenue to khe west and Lake
Avenue to the east, and Drew Avenue to fihe north and Cpurt Str��t to th� soutk�.
Fire Depa�tm�nt Responses
�.997 1948 �999 ZdDDU
City of Cleanivater 2�.,5fi6
Grid 287 + 288A i,048
% Response � 5.09%
21,478
].,070
4.98%
22,1fi5
1,�35
4.57%
22,96b
1,125
4.S9�I0
zool
22,806
1,159
5.08°/a
Dur�ng the pas� five years, the expanslon area has accaunted for �pproxlm�tely 4.94
percent o� all department responses, A percentage ki�tat according to the
depar�msn�, is excessive for the geographic area being cov�red; due ln part ko khe
cor�ceri�rat'ror� of rental hous#ng, nurs#ng �omes, the CHIPs center, and the transi�nt
nature o� the residents. �
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�ode viola�lons' ��
' Based on s�a�is�ics compifed by the city's Development ServEces Depar�ment, the clty
as a w�ole and the proposed expansian area, recorded �h� following code
enforcement reports �or the period 1997 through April 200�; ,
Category � Number of Report�d Violatian�
. i i e CRA lExpan���„Ar�a . '
Building Vi�lation 1, �.71 � 32 �
.� Development Code 15,330 Z91
Debris 1 �,989 345 . .
Environmental � 193 4 ,
Housing � 3,216 149 . . .
Inoperat�ve Veh�cfe f 2,534 4�g .
, Occup�tional License 2,902 90 { '
� Other��' �.21 3 .
Pub�ic Nuisance 58fi 13 ,
Signs � 4,449 91 . .
Unsafe S�ructures ' 754 25 ,
� W�ter � �.,954 �6
Zoning � 384 9 � �
� �Taf.a� . . 55,583 1,4Bi
�� ,
The abnve data sta�istica(fy dacuments the g�neral cade vio�atEons for the pasr
.�several years, and reilects on a gross acr�age basis the fatt that the expansion area
accounts for 6.52 viola�ian cases �or each its appr4ximat� 228 acres� while tl�e city
as a whofe r�corded only 3. t violat�on cases per acre, However, t�ese records do
not � adequately portray �he degree of physical . dek�rlorat�on evident In a large
number of th� commercial and residential structures, as may be partf�lly evidenc�d
by the following g�aphfc t�at deplcts code violatEons be�uveer� 1992 ar�d 2�}0�, a�d
' � the accompanying photographs.
F�rrd�rtgs �
= . biversity of Ownership
� Ownership wlthin the expansion area is dlverse; as pr�vlously noted irr our inv�ntory
a� �arious la�d uses. This diversity is par�icuiarly noted In tf�e res�dentiai base, wlth
.�ts excesslve number of rental unl�s fncat�d w�thln the. environs of single-f�mlly
.homes.
38
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;� A re�iew of real estate ownership data, could not evidence an excessive amount o�
multiple ownership of elCher residentia� or commerciai properties. Hawever, based
� or� prior sweeps o� the area by the Development Services D�v�sion o� ti�e city, it Is
assumed that absenree �andlords own a su�stantial number of tl�e residential rental
units.
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Findings:
Faiting Lease Rates �
High Residen�ial and Cort�mercia[' Vacancy Raies
Due to the b�igF�t condition of the commerciat in�entory, its current tenant mix, rapid
turnover of tenants. and probable absentee ownersh�p pattern, the decision was
made that his�oric�� comparisan of vacancy a�d �lease rate statistics would be
unreliabie and meaningless. During t�e Redeve�opmen� P�an repart stage, nowever,
�he city will be co�ducting a detai�ed market teasibility analysis fihat will document
th�s type oF trend data.
It is our assertion that our field inven�ory and photographic survey clear�y
documents a decl�ning qual��y ter�an� base� the probable declines of leas� ra�e� �and
hfgh periodic vac�ncy tevels.
Wha� can be documented, however, is �lie fact that over the past few years, the
lease rates and occupancy leve�s of �he existFng CRA area's Class A, B and C o�ce
build�ngs ha�e improved substantially. �
Period
4� qrtlz000
Class A
Class B
Class C
4�' Qrk119g9
Class A
Class B
Cla5s C
4�' Qrt/f998
C��S5 A
C��ss B
� Class C
�ize Sq.�t
�,25 �.,449
1,009,854
924,8�0
Vacancy
lo.l%
12.8%
10.8%
3.Z%
12.9%
12,6°/a
5.�%
21.fi%
24,$%
36.2°/a
$.8p/o
2fi.4°lo
Lease Rate
$10.50 - $19J5
�11.00 - $19.50
$1�..�0 - $19.50
So�rce: Cofiiers Arnold in�entary af DUwntown Clearwater Builc�ings
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Wlthin the proposed expansion area, there is only one conventiona� office building,
the Clearwater Pofnte at th� "Gateway" entrance. As of t�e fourt� quarter of 2D00,
this Class B building showed a 46.44 perc�nt �acaRCy and � lease rat� of $15.25,
while other Class B buildings ln the existing CRA area were report�ng vacancy fevels
vf O.0 percer�t to 25.83 percer�t.
�indings:
- Lack of Appreciabie In�rease in the Pas� � Fide-Years of the
Aggrega�e Asse�sed Yalues .
As part of our due diligence, we analyzed real property recards from the Pine��as
County Property Apprai�er tor every parce� within the expansion area.
This research evidenced the following fndings �or the expansion area:
Assessed Va�ue
Fv�ooa
l�,ssessed value
�rz000
As�essed Value
1997
Cikywide
$7i15$,71fi,300.00
�6,��,ozz,�oo.ao
$�,4fifi,�97,1.OQ,00
CR�a► Expans�on Area
$83,584,500.00
$�0,492,4D0.00
$71,25�,300.00
Numerical .
� Change FY1997
-2Q02 $f,692,519,2QQ.OQ $1Z,329,200.00
Pe�centage Change
FYX997-200�Z � 30.yfi% 17.30%
�ource: P1ne11as County/C�ty af Cfearwa�er
The City nf Clearwa't�r en�oyed an 11.07 percent increase in citywide assess�d value
between 200D and 2002, and a substant�al increase of 30.96 percent over its base in
1997.
Conversely, the exp�nsian �rea's growth between 2000 and 20�2 was only 3.84
percent, and Its base grew by only 17.30� percent between 1997 and 200�, even
40
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though this area iies adjacent ta the city's central busin�ss district, and multiple high
� vaiume t�affic arterials carrying annuaify thous�nds of restdents and tourlsts.
This lack of prime residential and commercial property valuations can be clearly seen
�y a revtew o� the accompanyfng graphic for the year zD02. The graphie denotes
�he h�gh concentration ot low �alued resldentf�l and commercia� properties, with
36.8 percent o� the tota! parceis having �n accessed value less than $�d,00�, and
72.4 percer�t having an �ssessed value below $�.�0,000.
It is the opinion af this analysis that that the expans�on ar�a will con�inue to decline�
as ir at�racts less artd less �e-investm�r�r, unless a concerted e�fort (s made at
�edevelopment under the a�spices of an expanded CRA.
CO1�lCLUSI�NS
It �s the conclusion of t�is ar�aiysis, that the proposed expansion area, exhibit�
multiple socio-economic and physicai features of "si�m" and "bi�ght" and that t�is
environment will con�inue to erode the public health, sa�ety, morals, and wel�are of
the area resldents unless cnecked.
Counter9ng ��ese constr�ints, �owever, are t�e po�itive redevelopmer�t eifiorts
underway wlthin the exlsting CRA area. 7hese redevelopm�nt e�forts are
`����� unfortunately at risk, unless this important Gateway area can be incorporated i�to
� � an expanded CRA arEa.
Upon approval of the application for an expand�d CRA area, the City of Clearwater
and. the CRA are prepared ta move forward wit� a detailed Rede�elapme�t Plan,
which w�ii st9mul�te private redev�iopment opportunities that will con�ribute to the:
• Stabiiization of the reside�tia4 base �
• Creat�on ofi a sense of "nei�hborhoad" cohesion
� • Pr4vision for an improved mix of affordabl� and market ra�e housing options
�ncluding infli developments and rehabilita�ions
• Correction of faulty �and use and p�rking canfgurakions
� EI9m�na�ion of non•conformir�g land uses
• Maximization of th� highest ar�d best land uses for vacan� pro�erties
• Encouragement for adaptive-reuse af underutilized buildings .
� « Elimina�ian of real and perce�ved public safety �ssues
. • Attraction of n�w retai; and personal servic� es�abl�shments
�• Growt3� of neighbarhood employment apportunities
, • Improvement of stre�t, sidewalks and utility intrastructure ,
� + Public acceptance and us� af �he Gateway Area as the primary c�rculation
.� rou�e into the Ciky of Ciearwater's central business dis�r�ct
41
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��. The results of this�"call" for redevelopment ac�ion will, �n the flnal �naly�is� res�ore a ,�
�-� ��, deterlora��ng tax base and. negative viewscape, while sa�e�uarding the tr�mendous '.�
�: �, public and private investments previously made in adjacent areas. ��. '�
:. ��. Therefore, we� respectfuily suhmft that t�e proposed CRA Expansfon. Area envisioned
��' : for the City of Clearwater, clear�y meets the "slum". and "blight" policy requiremen�s �.,
: � of Pinellas.County and the State S�tute. . . . � . ; � �
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i � � • '
� VOU�1/�V ' � . ' . .
�� .�. CI of C�earwater Plannin De a�ment Ecanomic Develo ment & Housin
�Y 9 P , P . �
�. Department� Development Services D�partment, Po�ice and Fire Departmen�s, P�blic
� � Works Administration and Flnanciai Services Administration �
�- � � � C�arikas, inc. � ' . � � t
. !
. - ,
. . . ,{
�: �. � CRA Manual, Comp��ed by the Florida Rede�elapmen� Assocfation � �
�.. :. � Dec�aration� of Blight for powntown Clearwa�er, Clearwater Pla�ning Department, .
� � . , Juky 1, 1981 � �
. ,�
�����. � Environmental Da�a Report, Expanded CRA Boundary Ar�a, Clearwa�er, �lorida, a5 �
� prepared by En�ironmental Data Management, Inc May Z7�', 200�
.� , � , Field Inventory, May-June, 2002 � � �
' �, � : � , ' Florida Statutes Tifile Xi Chapter 163, Intergovernmen�al programs� . � .
.. � Market AnaEysis for pown�own Cleai�►nrater, Marketek, Inc January 2Q00 � _
� ��� Pinellas County P�operty Appra�s�r ' ,
�� . ,
. U.S. Census Bureau I990 �nd 2000 � �
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' , � To: � � Bilt '�-�orne, Ciry Mana�;er � � �
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t� : T�am: � Cyndi Tar�pani, Pl�nninb Director - . �
' - � � Date: � August 7, 2002 . . , .
.� ..
� ItE: Responses to Questions Itegardinb Island Estates Deed Restrictians
.'�� At the August 5, 2002 Work Sessian, .Commissioner Jonso�. requested� intormation regardin�
' several Island Estates deed restrictian provisions. The P�asininb Departmenc t�as reviewed the ten
' , �� sets of residenti�l deed restrictions for Island Estates and below pleass find haw these restrictians
: �, regulate side setbacks, the amount of req�i�ed landscaping nnd t�e siorage af recreation vehicles,
, . tr�ilers; etc. � �
� Side Setback„� - A�1. ] 0. sets require the side seti�ack ta b� 7.5 feet, re�ardisss of the minimum lot
� , • size {7,500 square feet — 4,000 square feet.) . ' �
�. Recsuired i.andscaain� - There arc no deed reskrictior�s regulatin� the amount (or percenta�e of
, ' , yard) of landscaping, "
� Starage af Recreational Vehicles/Traiiers, etc. — Tkiree scts of deed restrictions specify, "No
� trailer shall be placed upon the property. Na boat s�all be pia�ed upon the property more than
. thirty (30) dnys." Five sers speci�y, "No vehicle shall be rebularly parked an any part of this
property.except on paved streets and paved driveways. No tra�lers or commercial �ehicles, other
than t�os� present on business, may be parked iri the suhdivision." ,
�' .��� If you need additional information, please let me know. . .
� . �, , . .
, , , Ca: Garry Brumback � .
. � . � Cyndi� Goudeau . � t � �
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�` • �-1 Worksass�on ltem �t: � �✓� CJ
� w ' 1,.�����`Vi�t{:�• City Cotiliz�issioi�
, Fina! Apen�a Item # �
��; � � Agc.�ida CovGr Mciz7or�iidcu�� _..
Moeting �ale: ae-as•a�
SUBJ ECTIRECOMMEN DATION;
Adopt�an of the Islnttd Esthtc.�s Nc,�i����arhoud I'I.ui
��TI4N:
AYPROVE the IsIand Estates Neighborlioac� Plnn .inc! AUOP'L' IZC501LIi10ll NU. Q2-23,
and that the a ra riate oHiclals be authorir.ed to execute same.
5UMMARY:
This is one of. three coiupanion itcros reIntiti� to Island Esta#es: n�i�hborliood plzn, tcxt amendments and
rezoning. � � .
• On April 19, 2001, thc C�earwater City Commissian �ippointed an Island Lstates stuciy committee and
a��proved the initiatian of the island �states NcighUorhoocl Conservation Oveclay District plai�ning process.
• Seven {7) public neighbarhood rneeiiiz�s wcre hcld bchvecn Scptembcr 2001 aitid �'ct�r�iary 200? to develop
the Island Estates Nei�hborhoflci P��i�. i'urs«ar�t to Cacic Sectian 4-G08 of t��e Community Development
Code at least four {4} public meetings mttst occur.
•'The Pl�n addresses existi�i� nei�hUorhond cotiditions, 5ll'CI1�I�]S ZIlC� WC'ill:Ilf:S5C5, �OiiI5 1I1CI OI}�eC11V�5 c'lll{i
implementation.' � �
� p Tsland Cstates resic�ents identified t��e foilawin�; �s stren�ths: rcclaimed watei; well-ii�aint��ined pcoperty;
good services such as grocery, �as station, stare, 6n�ik and p�rk; on-strect parlcing; tl�e w�terfront;
, nei�hborhood events; and flexibility af i�ot beii�b in overlay district.
� Raviawed � OrEginating departmont: Casts: Comrnissfon Actian:
. by: .
Lega1 Planning and D op enl CI Approved
eudget NIA Gina L. Clayto Td�oa � Approved wiEh
� � Co�ditions
Purch�sing N!A Us�r Dnpartmant: 0 fl���$d
, Risk Mgml, N!A Planni�g r,urrenl Flscai Yeor p Conilnued to:
15 iV1A Fundinp 5otirc�; �
ACM �� [7 Copilallmprovement
Other IA Advortlsad: ❑ o�erating: � , •
pple; p qthcr. Attacftmants:
1' Papar: Planning pept. Staif Repart
Submittati ❑ Not Requirad llppro}�riallon Codo Resofuiion Na, 02 --23
by; ' fsEand �statos
.� `.` � NQighl�arhood Plan
avK Affoctod Partlos
0 Notifiad
� City Managar , � Not Requlred CJ Non�
!� Printed on recycled paper
� •
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• Residents idcntifiec3 tlzc follo�vin� ��s neighUarltiooc! �VCE1IC[1C55C5: llic ��ppct�r.li1CC 0�' �1VOVC�,*iUlIl1CI �OWCI'
lines; gr�vel yards; restricted �vater f�ow ii} cun�tils; �arking of various vct�icics iri �i•otit ynrds; pooi•�y��rd
maintcna�zce; differen�es i�� sctback requirements bctwccn dced restrictions �itid Cily Cocic; loosc rcgul�tion
af redevelop�r�cnt; :�nd tlic prese��cc af short tcrn� rct�t�ls.
o� Goals and objectives were deveioped ta enhancc t��c strcngths icicntific:d ancl i�ii;iimize thc �vealcnesses. The
goals and objectives provide a framcwork for future neighborhoacf activitics ta inaintain Island Esk�tes �s a
desirable neighborl�vod. The categaries for go:�ls aiid n�jectivcs arc neighbnrlrood �mcnitics, watcrfront
and canals, traffic and street use, n�igiibarliood appearancc anci maintcn;incc, character of rcdevclopment,
utilities and infrastructure, and minimal rental periocis,
� The imp�ementation seetion of the Plan lists the developmc:nt standai•ds to be inc�ucled in the Island Estates
Neighborhood Conservation Overlay District. Tl�ey address tlie tallowii�g issues: �]Cllili�lCf� 115CS, iziinimtirn
lot sizes, building sstbacks, �uilding l�eight, parking on private praperty, fenecs, screening of inechanical
equipment, l�ndscaping, mii�imum rental periads, autdoar storage and deviations from dimensional
requircmenEs. ' , �
•�The implementatian sectian of the 1'ian also focuses on nei�l�borhooci aclions� that will be required to
implement the plan such as eciucation and enforcemcnt o#' lhc overl�y sta��dards, creating neighborhood
liaisons and education programs, incre�sing nei�hl�orhood i�svolvement, anc� establishirig s�ccial projeat
cammittees as needed: � , �
• The Island Esiates Neighboriiood P�an is consistcnl with objcctives and policics of the Gleai-wak�r
Comprchensive Plan. � '
• There are �wo companion items to tlzc Island Estates NeighUorhood Plan t�iat will c�cate the Island Estates
Neigl�borhood Conservakion Overlay District in the fo�n2 aF tctit amenciments to ihe Cammunity
D��elopment Cade anc� to apply tlic Overlay District to the rot�ing atlas. Tl�e specific I'CqlI�5t8 are ,
contained in two separate agenda items and ardinances.
o The G'�mmunity Development Board revic�veci tlic progosed Island �states Nci�hborhood Ylan at its
reguiarlyscheduled meeting ot� J'une 18, ZO�� �I1C� CCCQII]I31GI1(�CCI ii�?�7POV�lI OCtIlC Plii�] �3Y il V4�� O�G—j.
. �
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CDB Meeting Date: .�ii�ic � S, 20U2
Agcnda Itcm: D.1. �
. ' CITY OF CLFAR'�Vt�T�R �.
� PLANNING DCPAR'1'l1�IrNT
STAFF REPORT '
� . ISLAIVD ESTA'I'ES NF;IG��BOR��04D PLAN � ' �
, ' REQU�ST: Approvnf nf tlie jsl�nd Lstates �Neigh�orl�ooci P�a�i
0
� INITIATED BY: isls�nd Estates Neigliborl�ood and City o!' Clc:�r►��.�ter Plu�aniri�
� , ' Department � '
� � , .
BACKGROUND INFURMAT�UN: , � . �
Neighb�rhoad Conse�vatian Overl:�y District
When the City oi Ciearwater adopted its ne�v Communily Dcvelapment 'Code in 1999, a
,� new pianning tooi knawn as the iveighbc�rhood Canservation Overlay District (NCOD)
was established. The purpose of tl�e NCOD is to ensure that redevelopinent activities and
infill in existing stable neighborhoods are cansistent with the existin�; character of the
, neigl�borhood. The NCOD l�as a list aF nine criteria that neighborhoods must meet in
,� orde'r to be e�igible for the designatiai�. �nce it l�as been deterininec� that a neighborhood
complies with the criteria, includi�ig tlzat owners of sixty percent {G4%} af the real
property witl�in the neighborhafld ��grce to pttrsue the NCOD, thc process be�ins. The
. . neighhorhooci, in conjunction with City staff, must prcplrc �i SpCCliii �rea plan th�t
. includes goals and objecti�es. I�� addition, a �zeighborliooci m�ty develop a uniqtie set oC
developmej�t standards th:�t are consistent witli tlie neigi�borhoad plan and ap�ropri�ite ta
protect the health, safety anc� general wclfarc of thc ncig�it�orhood. Once tile City
� Cammission appraves ttic plan, thc NCOD is to be applied ta il�e zoning atl�is ai�d tlie
. development standards oftlie NCOD a�ded to the Comm�inity Develapment Code. ,
The � putpose oF t��e neigii�orl�ood plan is ta provide a framework 1'or 12CIS�'�1VOI'�1QQC�
enl�ancement, c�iange, and m�inteziance. It �vill serve ns aiy official doc��me�it Cor Isl.»id
Estates and thc City af Clcanvater. It sl�ould be used to coordinate ptiblic �nd private
initiati�es, as �vell as to pravide the basis for the i��p�e�nentation of clevelc�pment
standards unic�ue to the neighborizooci.
S;1F'lannin� Dcnartit�entINCODIlSLAiVp CSTATGS'+resaluiion i�nd�ordi�ianccslNlunl�C I'Isiii 5t��f!'RcE�c�rt.doc
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Island �states Neigl�Uorliauc! 7�tt� NC~Ull 1'l�lIf11111� PI•aress
Tlsc Islan� Estatcs iieighl�oi•hood is locatcci �iti thc �vcst sic�c of' thc; city, l�clw�cn
Cieanvater Beacl} Al1C� Ci01V11t0�YIl CIC:i1�Vi1tCI•, Vi�ip 1 sho�vs tlic locatian of lsl:md �:sl.1tCS
witi�in the City of CFeunvater. It is appro�im�tcly 210 uc;res in zrca. Islaiid Est��tcs is ��
uniq��c neigl�Uor�iood �vithiil tkie City af'CIcanv�tter i�� that �lmost c�lery ��roperty is on th�:
waterf'ront. 'I'he neighbarhoad consists of a serics of islands anci pcnit�sul�s that wcrc
created through a dredge �ud Ci! pracc:ss. The lan�! Cor t�ie ncigl�borhaad was fiIled
du�in;� t�e 1950s and 19GOs, ACCdCdin�; to Pinellas Cot�nty plat books, the island was
platted for dcvelopnte;tt bet�vicen �957 and 19G9. With anly one inbress/cbress, wl�ich is
loc�ted o�i the Me»iorial Cause«ay, tlie ncighborhood is geograpliicll�y isalated fram tlie
rest of ttie City. Most of t�zc neiglzE�orizood IS�s residential land use, ranging frnm largc
single-iainil�r l�on�es to mt�lki-story, Illlllti-UIllt COTiC�QI11ItlIlIII15.
Island Estates is tlic secand neigii�orhood to use the 'NC�D. The zieig�jbarhaod Uccame
interested in the NCOD because �ts members want to mair�tain th� existin� character and
' established standards of the nei�I�Uarhaad. They wcrc cancerned that l�ck of compliatice
with various c�eed restrictians, luck of complia�icc with existi�ig City code and thc
patential for flexiUility from existing st�nd�rds ��yould chan�e the eh�racter af tl�e
nei�hborhood, Tl�ey worried that sticl� ��ck a1' compli�tnce could U�11Il7�tCly IB�iC� i0 a
decline in property values and neigiibarhood st�bility. The neiglzborhood bclieves tltiat
tYte unplementation of tlze NCOD will actiievc its o�jcclive to kcep Island Estakes a strong
�nd viaUls neighborhooc�. ,
�n December 2000, a�rou� of Island Estates citizci�s presented petitioi�s oF app�'OV�1 fI'Qnl
property owners ta thc City Planning Dcpartment ta purs�ie azt ovcrlay district. Th�
�etition state�, "Yes, I, the undcrsigned, p�tition the City of Clearwater to initiace the
process to establish Island Estates as a Neighborhoad Conservation Overiay District."
Qn April 19, 2001, tlle Islanci Estatcs neigfiborllood was appraved by the CiEy
Commission to proceed wit�i piannin� far an averlay district, Wi1C17 t�1C IS��l1Cl ESt�tkCS
NC�D was initially proposcd, it �v�s to include only t��e singie-family �reas (zoncd Low
Medium Dcnsity Residenti�l) of the iici�hborhood. Tl�erc wcrc 57� pro�ci�ties in the
praposed ovcrlay district. Owncrs from 3G7 S�}l�I'a�� j]I'O�]CI'�1C5 Si�IlCCI �uid returncd
p6tI�10115, Once tliese petitions f'rom sixty-fatir percent (G4°/u� Of ti1C �YI'G}7�i'ky OWi1Cl'S
were received, the City Commission initi�ted the plannin�; proccss, �V�11CI1 lilCllIC�CCI ()11U11C
atteetings a�1d tlie establishment of. a citizen study comi�iittee. Tl�e st�idy cotnmittce is
compased oFeleven (11) residcnis who committed mucli time, energy and ex�ertisc to ttie
project,
From 1he Frst few sttidy coi�lm�ttce �iiectiti�,s, it �v�is dctermineci ih��t tlle ovcrl�y district
should includc A!i residcntial prop�:rties (singlc-f�mily �iIl�I I�1llI�1-�4imily} . iii tlw
nei�hborhaod �s wcll as St. Brend�rn's Cl��irc�i. In arder ta da t�iis, l�lC StIICIY Cp1T1111111Ct�
proposed to cxp�nd tlic NCOD by 51 �idciition�l mulli-faiziily residctztial pr�pert�cs far c3
total of G2S properties. Tl3esc incltide �ro��crtics ranbing Crom dupFcxcs to �i�u�ti-storicc�
condomini�ims. � Petitions of �p�rov�tl wcre receivcd f'rom 395, or sixty-ti�ree j�erc�n!
S:1}'lunning DcpunmcnllNCOD1151.ANI� GS'1'A'PI:S�rcaulu iun uni! ordin,�ncrsll+l�u�11G �'Ei�n Su�E'f ltepor�,dQc
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� (G3%}, O� ��1C5C property awncrs, This cxp.ii�sion t�dcled ��ra��crtics in the Nlediurn
Densi�y Residential, Medttttn �-Ii�h Dciisity Rcsidential, Hi�;9� Dcnsity Rcsicicnlial,
Institutio��al �nd Cammcrcial zonizig rlistricts. T�1C �1Q1111{.�1Cy CX�}iUlSiOtl W�15 (]CC5C1'lICCI l0
the City Commission a�i ScptcmUcr G, 2001 and a}�provcd uii�11111i1O115Ij�.
Bet�vecr� September 2QOl and FcUruary 2002, a tot�l of scven (7} public n�ccti��gs witi�
the neighborhood were hcld. All khc i�cig��Uorhood plaryning meetin�;s �vcre hcld at St.
Brer�dan's Church oi� Dory Passage in Isl���d Cstafes.
Natice tvas giv�n to all fsland Eskates properties thrati�h a lettcr describit�g the NCOD
process and inviting ali prnperty otvners to aitend the ineetin�;s. The dates aiic3 times of
each meeting were included in the natice. In addition, the public tvas noticec� througl� the
City C�erk's dep�rtment, ori the City wet� page and on an electronic si�nboarcf �laceci a��
Island Way several days prior to cacl� mecting. �
The first meetin� included an overvie�v o£ tl�c NCOD and a Urainst�rming session £or
neighborhood strengths and we�knesses. At t��e second meeting the str�ngths and
wealcnesses from the first meeti�ig were rcvie�vcd, discussed in srnall groups, ancl then
ranked to c�ctermine the neighl�arhood's priorities. At k}ie third meetin�, tl�e �•esidents
broke into smali groups and cliscussed goais asici objectives that could 1}elp emphasize the
strcngths and ameliorate the �veaknesses, ,
The �faurth meeting snclud�d � prescnkation af generzl dev�lopment stanci�trds and a
ranking ex�rcise for tliase standards. Tliis raiYking exercise �roved to be very importa�it
to the develapment of the pian. From the results, the mare comprehensive list of
objectives and development r�gUIatians was estaUlrshed. At the fifth meeti��g, tlie
proposec� development standards were enmpared to the ciirrent City code and the
neighbarhoad deed restrictions. Th� sixth meeting consisted oF a present�tion of tiie
preliminary tcxt of th� nei�hbort�oad plan, including the dcvelo�ment regt�latiotis. Thc
residents provided comme�rts that tivere incorporated into the final draft. At the seventl�
meeting, the plan w�s rcviewed for the fnal time before bei�ig s�2bmittecl for approv�l to
the Gity Commission. In �icidition, the proccdtire and schedtile for voxin�; o�} praposcc9
develapment stanc�ards was aiiriaunced.
The �slarnd Estatcs Ncighborhaad Plnn cont��ins �n Tntrodt�ctioii (p�. 1-I2} d�:sct•ibiit� tl�c
NCOD, the Is�alici Cst�tes planning process, a deseri�tian of the neighbarhoocl, ��nci a
deseription of the Island Est�tes Civic Ass�ciatior�. The riext s�ction of t�ie }�lan (p��. 1:�-
14} delineatc:s thc stren�;t�3s and weak:�esses idcntilied by �sland �st�ites citizciis. T�ic to�s
str�ngttis xpr thc iiei�ht�ar�tood iiiclude t�YC flcxibility of i�ot bcing ii� ovcrlay district,
access ta recl�imed water, wetl-m��intained property, aIl(� �CCCSS �O b'QO(� 5CCVICCS SUCI1 as
grocery� �.,i]5 StAilOil� 5k0I'C, bank ���d park. atlier strengths thzit. emcrbcd tis. si�;ni 1 icai�t are
the Civia� Association, tlie C�e�irw��tcr M�rine Aqiiarium, the sever.il znn�r.�l iieig�ibai•�ioad
events, ��id waterfront acccssibility. Mast pcople enjoy thc boatin� lifeslyle, tl�c �v��tcr
views, �nd th� ltigher property v��lttcs associatec� �vith waterfr�iit �sroperty.
S:IPlanning pepurtmentlNCOD11Si.AND 1:5'CA'1'G5lresuh3iun and ardi�jances�l'lam�lC Plsuti S���fTitepoit.dnc
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�n addition to strengths, tlie nei�hUors ic3cntiCed tl�e �sl�ccts oC [slanc! Estatcs that caufci
use impravcment. Despit� tl��t the �tci���bors ar'C 5�ii18�CCI W11�] lI1C �CllCral upkce�� ancl
a�pcarancc of the commuiiity, most oFthcsc address spccirc issues th�tit dctr.�ct fra�n l��c
appearznce af the area. T�lG5C 11]C�ll(JC i�1C pI•esciice o�'�►bovcgrouric� power iiiics, preset�cc
ot gravcl yards, lack of yaeCl IllilllllEllilIlCC, parkin� issucs, ElZ1�I �lltl�(IIZI� SCt�l�icks. Otl��r•
wealcnesses include lack of �vater �a�v thraugh the canals, cont�imi�iants beiiig clurnpeci
into th� canals, Sp��CIlII� V@i]LCICS OIl I1B1��1E]DCIlOdC� StCeCi5, ancl v.triations from cxisli�ig
city cades.
Tl�e t��ird sectio�i of the Neighborhaod PIan describes a�eiglyborl�ood Goals and OUjectives
in se�en catcgories {pp, 17- 22}: Neigliborl�ood An�cnities, W�tcrfront arid Canals,
TraFfic and Street Use, Nei�ljl�orhood Appearance and Nlainten�nce, Cl�arncter of
Redevelopment, Utilities and Inf'rastructure, and Minimum Rcntal Periocis. Tlic ga71s {'or
these categories are listed belo�v. T�le Objectives genera2ly describe tivays ttiat the goals
may be reached in t11e neig��borZiood.
The Neighborhood Amenities goal is to continue to enliance tl�e nei�hbarhood amenitics
that �make Island Estates appealing and �ttractive to its residcnts, property awiicrs and
businesscs. The Wateriront and Canals �oal is to m�int�in s�fety, views, access, and
water quality along the Tsland Estates waterfront. The Tr�FFc anc� Strcet Use ga�l is to
m�intain pedesfrian and vehicular safety in �l) pttbIic rights-of-way an .Isl�inci �st7tcs.
The. Neighborhaod Appearance atid Maintenance goal is to maintain, improve, �lI1CI
promote l�igh standards of property m�iintenance an pu�iic ��nd nrivate ��ra��erty �n lsl�nr!
Estates in order to ensure an aitractive neighbarhoad appearatice. The Charactcr of
Redevelopment goa� is to ensure tliat developmenl anc� redcvelopment is coutipilll�]1� W1lIl
the character and scalc of surrottnding propet•tics to promatc high property v�slues, a�;oocl
quality oF life, and consistent and appealing appearances thra��ghout the neigl�borhood,
The Utiiities and Infrastructure goal is to m�int�i�� and improvic existing puUlic utilities in
order to protect neighUarhoad aesihetics anci saFety. The Minimurri Rc�ical Pcriods goal is
to minimize the disruption associated witli short-term rcntals i�� the single-�'amily �rcas of
Island Estates.
The fourth section of ihc plan (pp. 23-31) describcs the impleme�it��tion ai thc pl�n
throug�i development standards, iiei�;hi�orl�nod requiremcnts, �nd ottier str�itc�ies. . A sct
of development sta��d�rds l�as been dcvelopeci that �vill help implemeiit tlie �;oals anc!
objectives of t1�is p1an. The standards include re�ul�tions fo�' (7CI'I111lkCC� LISCS, i111I11111LiIt1
tat size, �uilding setbacks, buildi�l� hcight, p�rking on priv<�tc pro�crty, fences,
screening, landsc�pin�, minimum rent�il period, o�itdoor stor:��c, nnd clevi:ttions fi•ai��
these standards.
Besid� development regulatiotis, thc plan incicidcs nei�;hborhooci �ictivitics �I���t will help
furll�er the goa�s and objectivcs. `�'hc Isl�nc� Cstates Civic Association (I�C'r1) has
voiunteered ta take responsiUil�ty f'or this 1s}�ect c�f plaii irnplemc:iitatioi�. "I'l�cy pr«��c�5c
to cduc�te the neigl�bors �botit tiie NCOD, the ��l�f�� ����d the re�ul�tioiYS �mt9 il�eV pr�pflsc
to pravide the initial means af enforccmcnt foi' i�1C [ICVCiQ(1111C111 I'C�III�}tions.
S:IPlunnin� Dcpartmcrttl�lCODIISE.AND �STA'I'L'Slresol�aiop und ordiri�mccsll�lan�lfs 1'Iun Stii!'f Etrporl.doc
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The Community Developmeiit Boarci is rcvic�ving tl�c pInn iri its c�pacity as tl�c Locnl
Planning Agcncy {LPA): Tlie Boarci shoti�ld make a recomtnc�idation �'C�1Ci�111� tI1C Plai�
to thc City Cammission.
� � C4NSISTENCY WITH COMPREHCNSIVE PLAN
The Island �states Neighborhood Pl�in furthers Goal 2 oF the Clear�v�ter Com��reiiensive
Plan, which staces that "The City of Cle�n�ater s�all utilize innav�tivc a�1ci ❑exiblc
�.. ptanning and en�ineering practices, and ttrban design standards i�i arder ta �ratect
� histoi�ic resources, ensure �ieigl�borhood p.reservation, redevclap blightec! areas, and
�.� encourage in�ll deveZopment." The Piaz� is innov�tive in the scnse tti�t it pr�inotes
. amenc�ments .to the Commu�iity Development Code that are � speci�cnliy �c;arcd ta
. � protecting the u�iique char�cteristics of tl�e Island Est�tes neighUarhooc�, Tl�e Pl�n
_ � �rovides the neighborhood, as �vell as the City, strategies For ensuring neig�;�orhaoci
preservation and appropriate redevelopnzei3t. �
SUMMARY AND RECOMMENDATION;
, � The Island Estates �NeigZtibarl�ood Plan is evidence ai the ncighborhood's desire to
. maintain �xisting nei�hborhood standards and qu�Iity of lift�. it pravidcs a Frlmc�vork for
� , neighborliood enhancement and clianges and will serve as aii official c3oci�mes�t of tlie
� neigh�orhood and the City. This special area plan will be used to coordinate public and
� private initiatives� as well as provide the basis for tlie implementation af the Island
�� Estates Neigh�orhood Conservation Overlay District. Th� Island Estates Neighborhood
�. Plan is also consistent with tl�e Cleanvater Comprehensive Ptan.
The Planning Department recammends APPROVAL of Resolutioti No. 02-23 th�t adopts
the Island Estates Neighborliooc� Plan. . -�
Prepared by: Locl�en Wood
ATTACHMCNTS:
Resolution No. 02-23
Island Estates Neighborhood Plan
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�S:1PlnnningDeparimcnt1NC0171ISLAND CSTATE5lresolu ion nnd orciinanceslP��n1�E nlun 5tuffItcport.►ioc.
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RES�LUT�ON N�. 02-23
A RE50LUTION OF THE GITY OF CL.EARWATER,
FLORIDA; APPROVING THE 15LAND ESTATCS
NEIGHBORHOOD PLAN � PREPARATDRY TO
IMPLEMENTING A NE�GHBORHOOD CONSERVATION
Z�NING OVERLAY DISTR�CT AND ASSOCIATED TEXT
AMENDMENTS; PROVIDiNG AN EF�ECTIVE DATE.
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, WHEREAS, the lsland Estates neighborhond submitted ar� applicatior� for
designation as a Neigl�borhood Conservation Overlay District, and�the City Commission
d�termined #hat ?siand Estates met the criteria se# for#h in Community De�elopment
Code Section 4-608B for sucY� desi�nation, and appointed a study committee to
develop a N�ighborhood Plan prepara#ory to implementing a zoning o�erlay ar�d
associated text amendments, a�d all prerequisi#es ta district desigr�ation have been
mef; and
WHEREAS, the City and the Island Estat�s residents met and devefoped goals
and poiicies for the neighborhood #o protect and preserve neighborhood character; and
, WHEREAS, neighborl�ood p�anni�g is an importan# part af #he compre�ensive
; pfar�ning proc�ss for a built-out community; and
WHEREAS, the Communiiy Development Board, pursuant to its respons�biliti�s
as the Loca! Planning Agency, has reviewed this amendment, conducted a p�blic
hearing to consider all pUblic tesf�mony and �as dstermined that thi� pian is cansisient
with the City af Clearwater's Compreh�nsive Plan; and
WHEREAS #ne Gity Commission has fully considered the recommendatian.of #he
Community Dev�lopment Board an� testimony submitt�d at its public �earing; and
WHEREAS, .in order to proce�d with tne zonirtg o�eriay and text amendments it
is n�cessary for the City of Cfearwater to approve the Island Estates Neighborhaod
P�an;, and
WHEREAS, the adoptian of a zoning overlay and text amendments as
contemplat�d in the �s�and Estates Neighborhood Plan will provide a means of ensuring
that infill and redevelopment activities in the !sland Estates neighborhood, which
requires special consideration, are cansist�r�t with ih� protection of the existing
neighborhood character; now, therefore,
BE IT RES�LVED BY THE CITY COMMISSI�N �F TME C�TY OF
CLEARWATER, FL4RIDA: �
� . Resalut�on Na. 02-23
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,- " ��� `, S�ction 'i . That t�e Isiand Estates Nei�hborhaod Plan, attached hereto as ,
; ,, Exhibft "A," is �ereby approved by #he City of Clearwa#er. . � . �
., Section �2. This resolution shall tak� effect immediately upon adoption. � � �
� �, PASSED AND ADOPTE� this day of � , 20Q2. �
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�� . � � . � Brian J. Aungst ;
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: � � . .' ' � � ' � � Mayor-Commissioner
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� ` � ' ' : � Leslie K. Dougail-Si �, , � � Gyr�thia E. Goudeau � . ;
� _��. � � . ' . Assistant City,Attorney C�ty Cferk � .'
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- . � � . � � R�solution Na 02-23 . �
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�. . .� . � 1 . it��conjunc#ion with��the � , � � . ..
� � � , City=of Clearwater P�anning ,Department �
� � � � F�b�uar � 20a2 . � . �
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� Communifiy Development Boprd �earing. J'une 18; 2042 . �
. � �. � City Co�nmission Z�t Reading. ,�pproved � . � .
. � �� . � � Znd Reading and Adopfiion � . :
, . � � Ordinance No. 6951-02 � ��
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� � ,� Cienrwater Citx,Commissian .
, , . . -- . .
v; � _ , r . . . � .
. , � � � . : , � � � Brian J. Aungst, Mayor � �. � � .
' . , '. - . � �, . Whi�ney Gray. Vice Mayor � .
I.`' � : . .. : . . _ . . , . . Hoy�' Hctmiltan �
;�.. . • . � . .
�.' , . . . , ; � � : ; ,� Frar�k Hibbard , '
. � -. B�II Jonson , � . '
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; . � ,. . , . � Ci�y Administrators � � , . . .
, .
�>.� ; � �` . . ; , ' � � � . William B. Horhe TI, City Martager � � ° ' �. �
<���. � , � � . � � . Garry Brumback, Assis�fan� Ci#y Manager . �
`, . . � f �' ' . ` . Ralph� E. Si�one; Assistant Ci�y Manager � . � � . , �
�' � �� ' . � ' � � � ,
� ,� pamela K. Akin� City At�orney . �
.� � � � � . � � � .. CammUnity Development Baard � � � `
i� �' . � '�� ' . � � ,Cr�rlen Petersen, Ch�ir = '
; ; � ; . . � . � E� Haope�. Vice�Chair .� � �
� . � . . - � �, John doran , � , .
. . � � - David Giiders�ee�e � � �
. ,. , .
" � . � . ' , . . . - � Edward Mozur, Jr, � � ' � .
;;; °, : , ; , , , . . . . � - ,
. � : . � , Shirley Maran . ' � �
,�, � �. , � ,- . . � � Afex P�isko : . . . . .
°1 . . . . ;; , . . ,
. � , � , . Kathy Milam,Alternate � . � �
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;:� � � ; ; _ � � � � � � Tsland Estates NeFghbvrhood Qver[ay S�ud�! Committee ,
:k , � . . ' . ' � . .
�'� '� , , . � . . Curt� Watdon, Chairperson � ' .' .
:� . �. . � ' Phyfis Boksen � , .
4�:t,�; . �. . . ' � : � � �. � Fran Briskman . � ' � .
� >. - , ' ` . . � Tom Caleca � '
' � ,. ,� � � - � Sandy Cole , , � . � .
: .' . � . � � Jack Heckert � � �
�;�. _ . . . , . _ . . .
� �, : ' ' � . • , . ' � � Rus�y Ho�gfin , . , ' . . � - . .
��.'�, .. � , . � � � . � , � � Dan Mvlino . . � � 1 . .
;_ � ; ` � � � Sheron Nichols � . . � � . .
`,-�,{� , . . � : . . � � ` ' . , . , Chuck S�ebbins . , , . � � .
,.;,- , . . . . . .
. � ° ` . Lars Warn : . . ' .
;,� , , . . .
-.,.. . , . . , . , , .
� �. . ` ` �. ' . Former-Members: � � � '
; ; .... '. � � . ' � , . . Sheila Cole � , � . . � . �
�
�,. , , , . , Artgus McNeely . . , . ,
.,. ' , . .
`�: � . . , , . , ` . ' : , Jim Steensen , � . • , .
., . � , . .
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`� �. . � � � Planning Department� � � . . � ' �.
�, ... - .
' � � . . � : . � � . Cyndi Tarapa�ni, plan�ing Direcfior . . � . ,
��,-� .,�: �3 , ,
� . � � � �� . ; �Lisa Fierce, Assisfan�' Planning Direcfiar' � �.� .
� . ' . � � . , Gina Clay�or�, Long R�ange.Planning Manager _ �
' . ' ` � � ' Lochen Wood, Plnnner � - � � '
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Island E�ta�e� Nei�hborhood Plan
Tabte of Contents
2ntroduction...:...:...:................................................................................................................1
Neighborhaad Conservation Uverlay Distri�t ................................................... l
� Tsland Estates Plat�nir�g Process ............................................................................ 2�
� Neighborhood Descr�ption ....................................................................................:.4 -
� Island �states Civic Associa#ion ........................................................................... �2
Strengthsand Weaknesses ...........................................................................................:....13
Strengths............� ..................:.......:..................................:..................................:........13
� Weaknesses ................................................................................................................. �.4
Gnalsand Ob�jectives ...................................................................:........................................17
� Neighborhood Am�nities ................:........................................................................17
. Waterfron-F and Car�als ....:.......................................................................................17
Trafficar�d Streefi Use ..............:..............:............................................................. 28
Neighbarhood 4�ppearance and Maintena�ce ....................................................29
Characterof Redeve�opment ................................................................................. 2�
Utilities and Infrasi�r�ct�re ...........................................................:...................... 21
MinimumRer�tal Periods ..........................:..........................................................:..... 22
Implemer�tation ...............................:....................................:................................................. 23
�Deveiopment Standards ........................................................................................... 23
NeighborhaodRequirements .................................................................................. 30
Neighborhood Stt�ategies and Activities ........................................................... 31
. Cor�clusior� . .......................................................................................................................:....34
, . ,. � �
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I• � � , . . , . •
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' e . . . . . . . . . . '
.� Appendices.. ..........................:.....................................:.........................................................35
� Ap�endix A- De�igna�fiion ar�d Planning Process Cale�dar ............................. 36 .
�� Appendix B= Ranking Ballot .............................................. ................................. 39
�� � � � Appendix C- Ranked Items for Develapmenf Standards .............................41 �
�� � � Apper�dix D- Development Reg�iation Comparison Chart ............................. 43 �
�� ' � Appendix E - Grouped Strengths ..............................................:.......................... 46 � � .
. ` . . � � � Appendix F � GrQUped 1Neaknesses ...................................................................:.. 47, �
:�� . � Table 1-- US Census Demographics for Island Esta�hes ..........:.............:..:.................10 .
. � " Diagram 1 � ' .
:.. '� � Permitted Fences in Single-famiEy Zoning bis#ricts ...:................................... 27 ,
: �. � � . . ,
.,, , , Maps . ' , � . �
�. Map��1- Isiand Estates Neighborhood Location ............................................... 6 . .
..`� Map 2- Island Estates NC�D Area Boundary 7
.................................................
� , , , Map 3 - Tsland Estates Zaning ...................................:....:..................:........:........ 8 : . '
. . Map 4- Island E�tates Residential Areas ......................................................... 24
. , , . �.
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. , . , . '
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♦�
"',' .
,•� In�traduction
`4:�i�
t�
Neighborhaod Conser�afion Over�ay District
I� �999, -hhe City of Clearwater
adopted its existing Communifiy
Developmer�� Code fil�at implemented
a new planning �oo) known as the
NeighborFfood Conservatian Overlay
Dis�frict (NCOD.) The purpose of
�the NCOD is "to provide a means of
ensuri ng tha� i r�f i I I and
redeve(o�tnent ac�hivi�'�es in existing,
s�ta�le, residential neighhorhoods or
ne�ghbvrhoods requiring spec{al
consideration are consistent with t�e prvtectiori of the existing charac#er
of i�he nei�hbarhood," per Community Development Code �4-608. Wit�
designation as a Neighborhood Canserva��or� �ver�ay District, i�he
neighborhaod is c�iarged with developing a neighbarhaod plan ar�d special
deve�opment� s�handards ta help protect public heal�'h,� safety and welfare.
Upon completion af the plar� and t�he adop�hian of develnpment standards by
i�he City Commissior�, �he neighborhood wil! be demarca#ed on the Ci�ty Zaning
Atlas and ir� the Community Development Code as ar� overlay district.
�
The purpose of �'he neighbarhflod
plan is to provide a framework
f or neighborhaod enhancemen�h,
change, and maintenance. Tt will
serve as an official document for
Tsland Estates and the Cifiy of
Clearwafier. Tt should b� used ta
�coordinat�e �ublic und private
initiatives, as well as to provid�
#�he basis far t�e tmplemen�hatior�
o�F develapmen�t standards unique
to i�he neighborhood.
�•
'',
... . � . K �. � 1
Isfa�d Esfiatex Planning Process
Island Estates �s the second Ctearwater neigl�borhood �o p�rsue the NCOD.
designa�ion. � The Caachman Ridge Ne'sghborhood Plan and develapmerit
regulatians were adop�ed by the Ci�y Commission an July 3, 2Q01, The
neighborhood met.a�1 nine (9j o� the criteria required to�qualify as an NCDD.
Island Est�a�es is �herefore considered:
� To be fully developed and well mair��a'tr�ed;
■ To be significan�iy developed, wi�h few vacant� parceis;
■ To have stable or increasing praperty valu�s;
■ To have no signi�icant piar�r�ed road improvements; �
■ To have �ew proper�ies s�bSect to code enf�rcement prviceedings;
■ To have few pro�erties non-conforming t� current City zaning codes;
• Ta have fevr �roperties non-confarming to c�rrent City building codes;
■ i'o be large enough to warran# such desigr�ation; and
� To be cflhesive enough ta warrant such de�ignatian.
�.°.�; .
�.;�� The process of planning and designa�ing ar� NCQD cannoi� be initia�hed unless
at least sixty percer�t �b�%) o� fhe r�eighbarhood praper�y owners agree to
proceed. Tn Decembe� 20�0, a group of Island Estates citizens presented
. pe�hi�ions af approval from property owners ta the City Planning Depar#men�h
to p�rsue an averlay dist�rict. Y�e pe�hi�hion s#a-�ed, "Yes, T, the �tnd�rsigned,
pe#�ii�ion t'he Ci�hy of Clearwa�er to initiate the process to establish Tsland
Estates as a Neighborhood Cor�servation �verfay District."
�
W�er� t�e Island Es�hate NCOp was
initially propased, i� was to include
only i�he single-�family areas of the
neighbarhood. There were � 574
proper#ies in the proposed overlay
distric#. Owners from 3b7 separate
proper#ies sigr�ed and re�urned
peti�ions, Once �etitions from
sixty-four percent (b4%} a� t�he property
Cammission ini�ia�hed the pla�ning process,
and �he establishment of a ci�hizen study co
�
Awners were received, �he Ci�y
which included public meetir�gs
mmifitee. The s#udy commit�e� is
♦-
. J`�,� �. .
composed of eleven (11} resid�nts who committed much �ime, energy and
� exper�tise �ho �hhe pro ject.
From �he f i�st few study cammittee meetir�gs, it was determined #ha�t the
overlay district shou�d include all residential prope�ties in the neighborhood.
In order� �ho do �hhis, th� Island Es�ates NCOD was propased �ta expand by 51
additional resideni�ial properties for a�ofal of 625 pro�erties. Petitians a�
appr�oval were received from 395, or sixiy-�hhree percent {63%), o� i�he
pro�er�y owners. The boundary ex�ansion was present�ed �ha the City
Commission an September 6, 20�1 and approved unanimo�sly.
- The plannir�g pracess included seven
public neighborhood-planning
meefiings and numeraus s�Udy
. commii�t�ee meetings. Appendix A
includes a ca�endar o� the
designa�tion and plar�ning process.
All the ne3ghborhood-planning
mee-�Engs were heEd at Sfi. Brendan's
�;`�'`� Church on Dnry Passage in Island
y*;V4
E51'afiOS.
The first meefing included an overview �f #h� NC4D and a brainstorm+ng
session �or neighbo�hood st�rengths and weaknesses. Afi the second meet;ng
�he st�rengths �nd weaknesses from �hhe �irsi� meetin� were reviewed,
discussed in sma�i groups, and then ranked io de�hermir�e the neighborhood's
priori�hies, At fhe third meetir�g, �he reside�ts brake �r�to small gro�aps ar�d
discussed goais and ob,�ectives tha� could help emphasize the strengt�s and
ame�iorai�e t�e weaknesses.
Befiween �hhe �hhird and fourth meetings, the si�udy cvmmittee was revamped
wi�th �he addition o� t�hree r�ew members, These members were
rep�acements for previous members who resfgned for v4rious reasons.
The fourth meefiing included a prese��tation of general developmer�i�
� standards and a ranking exercise for thnse standards. This rat�king exercise
praved to be very important fio the development of the �lan. Appendix B
� shaws the ballot �Far rar�king, A�pendix C shows �he results �rom thiS
3
ti.
�a
� exercise. From the res�l�s, the more comprehensive list af ob,�ectives ar�d
' development regu�ations was esfiablished. Appendix D includes a list o� t�e
Isla��d Estates NCOD developmen�' s�a�dards and �'he Ci#y Code regula�ions
fihey wi11 replace.
At the fi�th meei�ing, �'he p�oposed developmer�t star�dards were cvmpared
to the current City code and the r�eighbor�ood deed res�rictions. The sixth
meei�ing cansisted af a�resentation of the preliminary text of �he
neighbarhood pla�, �r�cluding the develapmen� regulatians. The residents
�rovided comment�s �hat were incorporated inta fihe finai draf�'.
At �he seventh mee�ing, �hhe plan was reviewed for �t•he �ina� time be#ore
being presented ta �he City Commissior�. In addi�ion, �he praced�re and
schedule for vot�ing on proposed developmer�t standards was annaunced.
Neighbar�ood Descripfiian
The Tsland Estates neighborhood is
Iocated an the wes�h side of the city,
r'�`�`� between C�earwater Beach 4nd
�-+<:�.�
downfiown Clearwater. Map 1 shows
i'he locafio� o� Islarid Estai'es withir�
�he City at Glearwater. It is
approximately 2i0 acres in area.
The Tsland Es�hates neighborhood is
usually considered ta be all of the
land and all of the land �ses located
off Tsland Wuy, nor�hh af Memorial
Causeway. However, most of fhe
cammercial larids are excluded from
�he overlay district that is covered
by �hhis plan. � This is d�� to �he
inten�ion to preserve the residential
character of Island Esi-a�es, See
Map 2 for the boundaries of th�
NCOD.
.,,��,,,.
4
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w•_
� Tsland Esta#es is a unique
ne�ghborhood within the City of
Clearwa�ter in tha�h almos�h every
proper�hy is on fihe waterfran�. The
neighbarhood cor�sists o� a series of
.��.�
�.�
�siands cind peninsuias #hat were
crea�ed throuyh �a dredge and fill
pracess. The lar�d for t�he
neighborhoad was filled during the
�950s and �960s. According to Pinellas Cour�ty plat books, �hhe island was
platted for develapment betwe�� 1957 and 19b9. The original pari�s of �he
cammuniiy are located ad jacent to Memoriai Causeway and the �afier platted
lots Qre further �ho �he na�^th. The �ats an t�e sout�ern end are somewhat
smai(er than lots on the norfihern end - which allowed for larger and newer
hames toward the north.
The t�eiqhbor�ood is
geagraphically isoluted from
�he res�h of the City. It has
only one ingress/egress, whic�
is IoGated on -Fhe Memariaf
Causeway. Due to limited
access, there is most�y
residen� traffic and very lii��hle
�ourist �raffic. In addition,
because there is an�y one
access point i�a #he
neig�borhood, firaffic
congestion on M�moria!
Causeway greatly affects
acce�sibility �'a the
neighborhood.
Mos� o� the neighborhood has residentio�l land use, ranging fram (arge single-
�amily hames #o mul#i�-s�ory, mul�hi�uni� condominiums. Map 3 shows current
xaning, parcels and street names within Tsland Es�tat�es.
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� 0 Low Medium Densit�/ Residen�ial
. 0 Nledium Density. Residentia�
Medium H�gh Density Residential
0 High Dens�t�v Residential
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The mas� dominan�' land us� is
single-�amily residences, which are
loc4ted in �he Low Medium Density
Residential (GMDR} zoning district.
Tn i�he Med�um Density Residential
(MDR}, Medium High Densi�hy
Residential {MHDR), and High
Density Residential (HDR) zor�ing
dis�ricts the uses are mul�i-fam+ly
residences. Th� mult�-famiiy Areas
range in density.from duptexes and
tri�lexes to large-scale, �nulti-s-�ory condominiums with hundreds af
residents. Because each candominium has i#s ow� r�sident associat'ion, each
candaminium has its awn regulations and characfier.
The I�sti�utior�al (T} area is
occup�ed by St. Brendan's Church.
Tn addi�ior�, �here are severai
Commercial (C) praperties in Island
Es�a�hes. The Commercial dis�trici•
includes a shapping center wifih a
large gracery supermarke�h, a
smaller shopping center, two ban�t
br�ar�ches, a larg� restaurQnt, a
marina and some office space. Mos�
of �'hese commerciai propert�es are excluded .�From the overlay dis�rict in
order tn keep fihe focus o� the �lan on the residentiai areas. ane
commercial site c�nsis#ing of eleven (1i) fiownl�ouse �ni�s is wifhir� -�he
averlay districfi. This residentia,l pro,�ec� was included in the av�rlay due to
i�hs similarity of use to the majarity of the neighborhaod.
is�and Estates is a fairly large neighbot^hood w�th nver fi00 �lntted
�roperfiies, aver 1,500 property owners, and over 3,Z00 residents. There
are several �arge condominium complexes in t�he neighborhoad, making the
resident base large.
E
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� Table 1 demonstra�tes the g�r�eral dernograpi�ics of Island Estates �or 1990
und 20Q4. This �abie also inc�udes sta•ti�#ics �or the City of Cl�arwater so
�hat com�arisans can be made.
���
Tnble 1-�99� and 20� US Census Demu ra hics - Island Estai�es
Com t�ed to Cit� of C��Qrwot�r
Tr�ere are �ome significant di�Fferpt�ce� in the general mur�icipal
demographic5 and those specific to Islar�d Estates. For exampfe, �n Island
Estates, fihe average household size is (ower than in �he City as a whole. In
additio�, the age firer�ds shaw that Island Est�a�es seems fo have an older
population than the City as a who�e. There are significun�ly mare Qwner-
occupied housing uni#�s and fewer renter-accupied ho�sing units in Island
Es�ates than in the Ci�ty. A significan� difference between Islar�d Estates
. and the rest af �hhe Ci�y is that the neighb�rhood has a comparafiively (arge
pe�centage of ho�sing �nits �hafi are used sensonally, recreationafly, or
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,�°'� occasionally. Almost twenty percent {20%) af the housing units in Island
Estates are part-time residences as compared to eight percen� (B%)
citywide. Thus, the c�emograp#�ic and �ou�ing trends rt� Island Esta�es are
q�site dif�ere�� from those in the City as a who�e.
',�
Services an the is�and sncfude a
Iarge super-market grocery store, a
convenience store, a gas sta�ion, a
hair salon, res�'auran�'s, banks, a
priva�he marina, and o�her re�hail
businesses. At�at�er ume�ity for
�t�e neighborhaad is Sunse� Sam
Park, which is locai�ed an �he west
end of Wi ndward Passage. In
additian, the Clearwater Murine
Aquarium and fihe IsEar�d Yacl�t Clu�
are locczted on Tsl�nd Es�ha�es.
Tslar�d Esta�hes is a ver� well
main�rained neighborhond with
contirivally increasing praperty
values. According to proper�y
values from the Pinellas Cour�ty
�'roperty Appraiser's o�fice, vaiues
increased from �998 to 20�0 by approximately ten per�cen� �10%.) Most of
the single-family hames were built prior i�o 1970, bu� are main�ained sa �hat
t�hey do �ot show �igr�s a� age. A t�ecent �rend ir� home-owners�ip is to buy a
fot� wi�h an older, av�rage sized �ome, then ta demalish the home and huild a
newer, larger home in its place, T� same cases t�}�is �eads �ho an imbalance of
sca�e and rhythm Qlong the streefiscape.
The sidewalks, roads and gut�ters
a��e generally well maini•�ined
. #hroughout the r�eighborhaod,
Hawever, t�o sidewalks exist alQr�g
Leeward Tsland, Midway Tsland,
Windward Island, or the eastern
��� portion of Windward Passuge.
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Tsland Estates �rides i�hself ir�
having "�hwo fran�h yards." Aimosfi
every residential lat has a
waterfront, and mos�t single-family
residences have docks or boat slips
alor�g the seawall. Mar�y af t�e
� residen�hs �wn boa#�s and use t�em on
a regular basis. In ger�eral, the
m�1ti-�ami�y areas �ave active�
wa,ter�Fror�f� as we�l, w3fih shared docks, �aa� slips a�d water�ront recreai�ion
sites. I3ecause of alf fhe waterfror�t ac�ivity, Island Estates' bac�tyards
Gnuld be cansidered a second trant yard.
Is�and Esta�es Civic Assacia#�ion
. Tn ,1962, a smal� group of residents arganized t�he Isla�d Est�a�es Civic
Associai'ip� (IECA). Their primary purpose was �o esi•ablish and main�ain
, (iQisan wi�hh the developer aitid to provide social activities for island
,,�, residen�s, As �fihe neighborhood grew arrd expanded, the Assocta�ior� a�so
�� broadened its goals �n include �hhe maintenance and protection o# the �tnique
li�estyle of t�his c�mmuni�hy. The organization's goals inc��de improving
safefiy ar�d property security, impravir�� cantac# witl� locai governments,
improving property appearat�ce and beautification, acfing as a clearinghouse
for community cancerns and infieresfis, and promoting an a�maspher� that�
makes "ne�ghbars" out of residents.
t�
The isfand Estates Civic Association averages a t�otal membersh#p of over
7Q0 residents, There are 16 baard members who are elected each y�ar a�
its ann�a� meeting in November. Nine of these board members hold a
posit�ion that is responsible .fAr a specific area of concern. These areas
incl�de Neighborhaod Crime Watch, maritime issues, membership, social
cvordina#�ior�, publicit� and cammunication, beautification, Code and d�ed
restricfiions, business liaisvn and haliday lighfi'sr�g. In addition, the IECA
provides a plat�orm �or new programs #o be bra�ght. before the community.
Tt has s�earheuded progrums �ho obtair� rec�aimed wat�r, underground
u�ilities, �unset Sam Park, a new crosswalk and the NCOD �lannir�g pracess.
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Streh hs and Weakn�sses
Strengths
One of fihe �irsfi steps `�i�e� neighbarhood
accompiished in its p�anning e��ort was the
Edeni�i�ica•hion of its streng�hs and
weaknesses, This exercise was c�allengi�g
because some of the par�icipar�ts
expressed cflncern about becaming part of
an NCOD. Same residenfis believe that
current Gi�y regulations are sufficient i�o
guide the neighborhaod toward the future
they desire and specifying development
regulatians fflr the neighborhood cau�d
decrease the amoun� o� flPxibilii�y
permitted by currer��h Ciiy regufations.
The cammuniiy �dentified several ather positive as�ects of the
neighborhood. The community er� joys access to rec�a�imed wa�er, a variety of
gaods a�d services located or� tl�e island, ar�d well-maintained prvperfiies.
The fo(lowfng ��s�s �the top str�er�g-hhs ider��hi�ied by -�he residen�s, "
Top Stren�i�hs - As identi�Fied by resident�s during plunr�inU meetin�s
• Not being in overlQy districf-#lexibility
� R�claimed water
� Well-maintained �roperty
• Gaac# services suc� as grocery, gas station, store, bank and park
• On�s�reet �arking- cars only
+ Mos�ly residentia) waterfrnnt community
• Water VieW
+ Tsland Estates is �ine as i� is
• Se1f-su�fic�enfi community
• Bont Parade �
� Ptiblic Transportafiian
• St. 8renc�an Chcrrch . � �
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Besides these specifically ranked strengths, i�here were dozens of items
�'hat when�grouped depic�s a pict�ure of �the neighborhood's issues. The mos�h
significar�t� posi�tive aspec�h of �#�e neighborhood is its amenities. The
neighborh�od has a variety af services and retail o�partunities ir�cluding a
gracery, several res#avrants, a neighborhaod assaciQtinn, the Clearwater
Marine Aquarium, and several annual r�eighborhood events. The community
also identified it�5 waterfront acce5sibilfiy a5 at� asse�. Mos� people en,�oy
the baating �ifestyle, the water
views, and the higher proper�'y
va�ue.s assaciated wi�h waterfrant
property. Tn addition to
r�eig�borhood amenities, wa�erf rant,
and flexib'slity, the neighborhood
identi�ied � weli-main�air�ed
praperties, access to reciaimed
water, and avai�ability flf on-stree�
parking as ❑sse�s �o the communi�y.
.�
Appendix E rists �he grouped sfirengt�s of Isiand Es�ha�hes.. This I+st� is
�..��f rar�ked wi�hh the mast important issues firsi�. The mair� ca�hegories are
underEined,.and the assets fnll under each main category.
Weaknesses
Tn addi�ion to str�n�ths, i�he
ne�ghbors identified the aspects o�
Island Estates tha� cot�ld �€se
improvemen�h, Despite �hat �ti�e
neighbors are sa-�isfied with tl�e
general upkeep and appeurance o�
�he community, mos�t of these
address speci��c iss�es that dett�act
f rom the ap�earance v�F �hhe area,
Thes� include the presence of
aboveground pawer �ines, �ack of
buildin� se�backs.
�
yard maintertance, parkir�g issues, and
1�4
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r� The following lists the top weaknesses ider��'ified by the residents,
i'o�Weaknesses -_ As ider��hified by residents during planriing meetings
+ Abaveground power line- npp�arance
• Gravel yards
• Restricted water �iow-nar#'h p4$s is c�osed
• Parking of cammercial vehicles in frant yard and on street
•�'arkit�g af cars/boats/RV's An lawns d� driveways- loolcs cl�t�tered
• Paot� yard maintenc�nce .
• Di�Fferences in setback requiremen#s in deed restrictians and City Code
+ Laose regulation of redevelopment-needs stricter en�Forcement o�
buildin� cades
• l.ack o� b�siness �row�th-no sigr�age for rion� residents
• Chain link fences
• Una61e �a enfarce the use o� "green" space it� landscaping
• Con�aminates dumped in canal-grass cli�pirigs
�°'°'� Similar to the strengti�s, the entire
~`'� list o� weaknesses included dozens
of comments. These commen�s have
been gr�uped by ma,�or category in
arder to de�ermine which ones were
the mos# significan� categary o�F
weaknesses. Again, despite #hai� the
t�etghbors are ge�erall� �leased wi�th
the u�rkeep ar�d appearance of the
neighborhaod, #he mo51� prominent
weaknesses are rela�hed t�o �h�e lack
af upkeep and main�enance for some
�ar��s of t�he island. S�eci�ic issues
include the presence af gravel
yards, poor landscaping maintenance,
clutf�r, and #he b�ocking of wat�er
views.
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15
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parking and �#raffic were ti�e next
highes# concern �or the communii�y.
Again, many of the parking IS5Li�5
relate to the appearance nf the
neighborhood it� tha� �h�e communi�y
identtfied cer�ain vek�icles and the
number of vehicles parked in
driveways and fran� yards as
sigr�ificant detractors �rom the
neighbarhaad. Mav�y were
cancerned wit� t�e presenc� af
speedir�g vehicles along the residen�ial streets and wi�h �he amoun�t of
t�ra�F�Fic vn Memarial Causeway during high taurisi- season. The presence af
aboveground �s��ili�ies was also iden�ified os a detrac�or from the appearance
of �he area.
The mis�se af wa�erfront a�d canals is aiso a weakness for the cammuni�ty.
Over thP yeQrs, the water in the canals has s�ffered due to lack af
� circula�ion, increased boa�hing aci�ivities and �he dumping a�F yard debris ar�d
`�,`.:.y�
�. ,: � litter in#o the water. Other waterfront concerns are speeding watercra�#�,
:�.,
shoaling under bridges and boat naise. �
�
The character o� same new develo�ment is viewed as another negafive issue
by many resider�i�s. In order to com�fy with Na�ionak Flood InsUrance
Program (NFiP) requiremen�s, new home construction resul�s in elevated,
taller structures. There is concern that the new, (arge, elevated homes may
restrict views and create a more
crowded look to the neighbarhood,
16
Appendix F lisfis the grouped
weaknesses af Island Estates. This
fis� is rar�ked witl� the mos�
imporfiant issues first. The main
cafegories are underiined, and
specific issues �a�! under each main
categary.
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� 17
� Goais and Ob ectives �
The follawing goals and ob,�ectives were developed by i�he neighborhood.
through examination o� its strengt�hs and weaknesses and through
� determination of �the neighborhoad's �riorities. The goaRs and ob,�ectives
pravide strategies for th� neighborhoad to �mphasize �the s�ret�gths and to
minimize the weaknesses.
N�ighborhaad Ame�ities , � �
1. 6oalc To con�inue to enhance the neighborhood omeni ties �ha t make
� . Islorrd Estates appealing and a�tractive to its residents, praper�y
� owners and fausines.,�es �
a. Ob�ec�ive: Cant��nue t�o support and promate holiday and .
neighborhood even#s.
� b. Ob jective: Continue to support loca) b�asinesses an �'he island by
. �. - remaining business �riend�y ❑nd mait��hain commercial� .
,� . � visibil�iy.
� � c. Ob,�ective; Continue t�o s�pport and promate neighborhood
arganiza�hions, includ�ng #he Island Estates Civic
AssociQtiar� and the Tsland Estates Wamen's Club.
d. C1b,yecl-ive: � Co�tir�ue to s�ppart and pramo�e �he Clearwater
Marine Aquarium as a posit�ive amenity on TsEand
Estates.
e. Object�ve: Contin�e to sup�ort Neighborhood Watch on Isfand
Estates. .
Wat�erfront and Canals '
� 2. G�al: To maintain safety, views, access, and water quality a/ong the �
� Islarrd Estates waterfront.
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� a. Objeci�ive: Preserve wa�er views by resi�ric�irig i�he heights o�
� � �ences and s#ruc�tures in �he waterfront ya��d and by
marntaining established side building setbacks, rear
building se�tb�cks and s+te triangles.
��
b. Qbjecfiive: Restri�t �he dvc�tf�tg o� c�mmercia� boats a�d the
storage af cnmmercial fishing and�or crabbing
� equipment on residentia� waterfrant� property in order
. ta preserve the residenfiiul character of �those areas.
c. Ob,�ec#ive: Require structurally damaged seawails, docks, and
pilings to be repaired in a reasanable amot�nt of time.
d. Ob,�ect+ve: Irrtprove water qualrty in canal� by mitigatir�g the
occ�rrence of shonling arid illegal dumping in cana�s.
e. �b,�ec�ive; " Obtain a safer boating environmenfi by mainfaining and
enforcing minimum wake zones in the vicini3y 4f zsland
Es�a�es. .
f. ObSective: Mit�gr�t'e the noise output from commerciatE boat�s, as it
becomes a n�isance �For th� neighborhood.
Traffic and Street Use
3. Goal: To marntain pedestrian and vehicular safe�y in all pu,6lic rigf�ts-of-
woy on .island Estates
a. �bjec�i�e; Install sidewalks and bike paths where #hey do r��i�
exiSt.
�,' b. Qb,�ective: Main#ain pedestrian crosswail�s adjacent 1-o shopping
� , areas and pursue �F�fiure opport�nit��es to increa�e
,, pedesfiriah safe�ty at intersec�ions a�ong Island Way.
�� . �
c. Ob jective. Research traffic calming along Island Way - especially
at the in�erseci�ions o� Zsland Way with Windward
� Passage and with Dory Passage. ,
18
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d. Ob,�ect€ve: Ma�ritain and repair roads so they are in a sa�e and
good condi�tion.
e. Objec�Five: Increase enforcement of speed limits.
f. Ob,jPCtive: Main�ain sidewaiks in good conditian in order ta
� preserve a safe pedes�hrian ntmosphere and to
� promote a consist�enfi appearance along neighborhood
� t�ights-o#-ways.
:�
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Neiqhbvrhood Ap�earance and 1�laintenance
4. Goal.• To maintain, improve, , and promote high standards of property
maintenance on public v►rd private property on .Islrrnd Estates in
order to ensure an attractive neigh6orhood appenrQnce.
a.- �bjective; Mainfiain exis�ing heigh� limita�ior� �or all fences.
b. Ob,}ective: E�force exis�ing zoni�g in order �o prevent
commercial uses i�r residenfiial areas.
c, 4b,�ective: Continue good commc�nica�ion with ,fihe Cifiy of
Clearwater Communi�ty Response Team.
d. Objec-�ive; Require elevated poo�s �a be in compliance with
setbacks established for principal structures in order
�ho prevenfi the blocking of views, ta maintain o�enness
in rear set�bacics, to preserve cansistent appearance in
waterfron� yards and to Gontral building bulk.
e. Objective: Prohibit front ynrd fences in order to prevent a
� cl�ttered look und to preserve a consistent open
appearance #hro�ghout #he neighbarhood.
f. � Objec#ive: Prohibit new gravel, rock or cinder yards in order to
, maintain a landscaped appearance throughout the
neighborhood, as well as ensure proper drainage wi�hin
�he rteighbo�hvad.
19
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� g. Objeci�ive: Mainfiain certain percentage o� vegetated landscapi�g
in front yards in order �ho. preserve a�andscaped
� � � � ap�eurance i�hroughau� the neighborhood.
h. 4b,}ec�ive: Cantin�e to pramote i�he high standards for
� landscaping at the Island Estates entryway and in all
medians by supporfiing �he Island Estates Civtc
' � � � Associa�Fion's �andscapit�g program and by promo�ing
� continued participation in ado�i�-a-median and adapt-
� a-cul-de�sac programs.
i. Obsective: Develop a landscnping plan for �hhe medians along
Island Way ir� order to mQin�nin a consis�ent,
appealing appearance.
��� ,�. Ob,�ect�ive: Promote enviror�mer�ta�ly �t�iendly Jandsca�ing by
� educating and iriforming residents of various
.. � � Sandscaping optians that� incl�de ideas s�ch as using
� � native p(an�s or xer�scaping.
�-h
!
•`�a,o
k. Ob jective: Promo�he a safer, cleaner � neighborhood by educating
, � r�esiden�ts about responsible pet vwnership in order tv
� red�ce �h�e incider�ce of unleashed pe�hs and Eack of
pet tleunu�.
l. Objective; Promote the screenir�g of all mechanica! equipment,
. � dumpsfers and firash canfiainers f rom public rights-of-
way, ad jacent proper�y nnd the waterfront.
m, Ob,�ec�tive: Promo�e the enforcement a� the prahibifiion of
� parking on grassy medians and cul-de-sacs.
n. 4b,�ective; Prohibii� all types of vehic�es from parking an iawns
� and otkter landscaped areas.
� o. ObSective: Prohibit permanen�- parking of baa�s, #railers and
recreational vehicles au�tside of g�rages.
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� Character a� Redeve�o ment
� 5. Goal; To ensure that developmen� and redevelopment is compatible with
�he thorocter and scale �f surraunding properties to promote high
propert�� vulues, agood quality of life, and consis�enf and appealing
oppearances throughou� �he neigh6orhood.
'_ a. . �bjective: Estab�ish mir�imum lot sizes consistent with #�e deed
res#riction.
i . .
I. . b. Ob jec�ive, E�fabiisi� se�tback requiremen�s cor�sisfent wi#�h deec�
. � � restrictior�s.
c. 4b,�ective. Maintain current city regulai�+o�s on home heigh�hs.
�� d. Objec#ive: Preserve sir�gle-fdmily charac�er in the Low Medium
� . Densi�ty Residential areas by prohibit�ing the rezor�ing
� of fihis property to multi-�Amily use.
,� � e. Ob,�ec�hive:. Developmenfi and redevelopment must be consistent
,� , with the �aa�s and objec�ives of the Island Estates
N�ighborhood Plan.
� U�tilities and Infrastructure
6. Goal: To mointain and improve existing pu6lic utilities in order to protecf
� neigh6orhood aesthetics and safefy. �
a. Objecfiive: � Improve main�enance of drains to prevent on�s��eet
f�aodi�g.
b. �b,}ective: Relocate any existing overhead utili�Fy tines
� ' underground. �
, c. Ob,�ective; La�dscape around abovegr�o�nc! uti�i#ies unti! �they can
be relocated uMderground.
�
21
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� d, �Objecfiive: Repair any utility. pales t�at' are not well maintained o�
� � . in ood condition.
. . 9 .
�, . e. Ob,�ective: Develop a strategy to ens�sre an adequat�e supply �of
��
� � ' � reclaimed water �or future needs. �
� � � Nlinimum Rent�a) Periods � �
� 7,; Goal: �To minimize �he disruption associa�ed with short�term rentals in�
�.' �, � �he single=family oreos of Island Es�ates
� �' , . a. Ob,�ecfiive: Estab�ish a minimi�m rental period far single-family
� ' � homes #o ensure tha�� single-family homes are not
. � � , being operated us tr�ar�sien� accommodations.
� � b. Ob,�ective; Prevent #h� prolifera-hion of rea� estate signs by
� �� � , encouraging �he timely removal a�F such 5191�5 once
� . : . � . e � properties are rented or sold. .
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r*� It�plementation
Develo men�h Standards
���
Ir� order to impl�ment the gaals and vb,�ectives ir� �this neigh6orhnod plan,
the follawing deve�opmen# regulnfiions have been created. These standa�ds
were ba�ed an c� ranking exercise by �Fhe neighborhaod and a dei�ailed
evaluation by the steering committee. The �ighest-ranking i�ems were
�ncluded ir� the develapment sta�da�ds �For #'h� neighborhood. The (awest
rar�king items were excl�ded because �hey were deemed �ho be na�
significant. Appendix 8 shows �he ba�io�F for rank�ng. Ap�er�dix C shows the
results �rom the exer�ise. Appendix D ir�cludes a cl�art �hat jux�aposes �he
proposed Island Estates NCOD regulQ�ions to the c�rrent City Comm�anity �
Developmenfi Code regulations.
' These regu�ations shall be vofied upon by the neighborhood for approval. If
' approved by the residents of Island Est�a�tes, these regula�ions wili #hen be
. presented t� �he Communi�y Development Board for a recommenda�ion and
then fio the City Commission �or ��nal approval and ado�#ion.
� The followir� develo ment s�andards a 1 to the sin le�famil areas mult�i-
. 9 � PP Y 9 Y •
� family areas or both. Map 4 delineates the single-famiiy areas and �Fhe
multi��am�ly areas of the Tsland Estates NCOD. Single-family areas include
�roperties within the NCQD boundar�y #hat are zoned Low Medium Densi�y
Residentiol (LMbR). M�Iti-fami�y areas incl�de properties within the NCOD
bour�dary �hhat are zoned Medium �er�si�t�y R�sidentiai (MDR), Medium High
. Den�i�y Residential (MHDR), High Densi�ty Residential (HDR), ahd Cammercia!
� (C}.
Earisting p�rmitted us�s and structuresge�erally will6egrandfa�fiered when
the following development regulcrtions are enoc�`ed.
Permi�ted Uses
In si�gle-�amily areas, permitted sha�! be restric�ed ta sing�e-family.
dwellings (including community residentiaE I�omes with up to 6
residents} and infrastructure/ut�ility ins�hallat�ions.
Irt mult's-family areas, permitted ��tses shall remain cor�sistent wii�h �he
�- current Ci#�y d� Clearwater Community Develvpmenfi Code.
23
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24
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ingie��a�il� Area
I� It��-fia�i py ��rea
�c�t �n NC�D
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, � � Minimum Lot Size .
,� In single-fa,miiy areas, mir�imum lot sixe shali be 7,500 square fee�.
.��� In mc�lti-�amily areas, minimum lot size shal! rema+n consistent with
�� the cur�en� City of Ciearwater Comm�n�ty Deve�o�ment Code.
� Building Sei`backs
Tr� sir�gle-family areas, building setbacks far� principal s�rucfi�res shall
� be: � �
Front setback. 25 feet .
. � Side s�tback: 7.5 feefi -
. ' � Rear setback�: 15 feet (nan-waterfron#�}
� 25 feet (wa�terfront) � If adjacenfi
structures on either side of the Io� are
�� � . se�back 20 feet, fihe� the m�t�im�m rear
. setback shal� be 20 feet.
� � In single-family areas, building setbacks for uccessary structures,
�.. �. . inci�ding screen paol enclosures sha�l be: ,
� , Side sefiback: 7.5 feet
Renr se�back� 1� feet �
Any pool exceeding 1 faot in heigh�h abave grade shall com�ly wi�th the
required rear sethack for the principal structure. ,
� In mul�i-fnmily areas, building sefbacks shail remain consis�ent with
� fihe curre�t Ci�ty of Clearwafier Communi#y Deve�opmen� Code.
Building Height
' Tn sing�e-famijy areas, b�ildit�g �e�gh� shai! be limited to 30 feet
above base fiood elevatiat�.
.� Tn mu{ti-family areas, building height shall remain cons�sten� with �he
. . currer�t Ci�y of Clearwater C�mmu�i�ty Developmen�t Code.
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Parkin,g on Priva�e Property
Parking on any landsca�ed area shall 6e prohibited.
�In single-family areas, all boats, personal watercraf�h, recreat�ion
vehicles, trailers, commercial ve�icles, race cars, dune buggi,zs, farm
equipment, go karts, ATV's or ot�4er similar vehicles shali be req�ired
to be parked in a garage. The temporary parking of such vehic�es
� out�ide of a� garage shall be permi�fted for no more than four (4}
�� .� consecutive days no more than twice a manth. Commercial vehicles
� may be purked autside af garages i� onsite ta actively conduct
b�siness on the premises. Parking of persorral automo6iles and
, � motorcycles shall be permii�ted au�side of the garage rn a driveway.
In muCti-family Areas, all baats, persana) wa�ercraft, recreation
� vehicles, frail�rs, commercial vehicies, race cars, dune buggies, farm
equipme►��, go karts, ATV's or ather sim+lar vehicles shall be
prohib�ted ta be pa�ked between any portian of the priricipal
structu�e and any right-af-way line. The �emparary parking of st�ch
vehicles within �he frant setback sh�all be permitted for no more than
'��� four (4) cons�cu#:ve days no more than �wice a month. Commercial
~ vehicles may be parked be#wee� any pori�ion of the princ�pal s�ruc�ture
. at�d any right-of-way line if onsite to actively cond�c�t business on the
.,� � premises. Parking of persorral automobiles und motorcycles sholl6e
. .� permitted between �ny portion of the principal structure and any
righ� of-way Irne.
� ., �
��
Commercia� vehicles may be parked oufiside of garages in single-family
areas or befiween at�y porfiion of the principai struct�re and any right-
of-way �ine in multi-family areas if ar�sifie t� ac�tively cond�ct b�siness
or� #he premises.
Fences
All fer�ces shall b� prahibitect between any portion o� �he principal
structure and any right-af-way line.
Fences shalC not exceed 6 feet in heigh� between any portion o� the .
principal structure and any side la�t �ine.
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r,,,� Diagram i- Permitted i�ences in Sir►gle-family Zoning Districts
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� Seawall
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� Watertr4nt Wate
NNNNNNWNNNNNNNNMNN NNN NMNNN/V NNNN
N/VN/V NNNN ryM �NNNNN /VNNNNNA/A/NNNNrVN N
3 ft. see-through
................... .....
fence permitted
6 �#. fence
:daikim�: •: � : � Permitted
Street frontage
� No fonce 6 ft. fence
� permitted p�rmitted
Street
frontage
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Streek �rantage
27
No fence
pe�mitted
{Diagram is not io scale}
6 ft. fence
permitted
No fence
permitked
(Dlagram is not to scals}
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�Fenc�s (cont. j
. Far wat�rfront properties, fer�ces shall not exceed 3�ee�r in height
between the rear bui�ding setback line ar�d the seawall. If the �ence
encloses n poal, it may be 4�eet in height. .
For non-waterfron� prap�ri�ies, . fer�ces between the rear b�itding
sethack line and the seawall shall be permitted cansisteni� wit�h t�e
. current Ci�ty of Clearwnter Cammunity D�velopmen� Code.
All fiences b�fiweer� the rear building setback line and the seawali �hall
be non-opaque (see-through.) � �
',; : Screening
�� All tr�sh conta+ners, dc�mps�ters and mechanical eguipment sha�l be
�. screened �ram the rights-of-way, ad,jacent property and the wnter.
.�
� Proyisian shalf appfy� to new cQr�struction. If improvements are made �
, . to any struc�ure exceeding 50°/fl of the va�ue appraised by the Pinel�as .
� . Coun�y Proper�y Appraiser's Office, then �he screer�ing �f inechanical �
� equipment, dumpsters and trash containers must be brought into
compliance. � ',
�
Landscaping "
Use of gra�el, stones, cinders and o�her similur materia� in any yard
shall be prohibited un,less included as an integral, but� minor, elemenf
of a landscaping plan.
I� �he �ingle-tamily areas, �5% vf the nrea be�ween any portian of
the principal s�ructure and any right-of-way iine shall be (ar�dscaped.
In �he multi-fami�y areas, 257a of the area befween any �ortion of #he
principal structure and any right-of-way I�ne shall be landscaped.
Minimum Rental Period
in single-family areas, minimum rental period shalt be 90 days.
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�Outdoor Storag�
, , The storuge of cammerci�I fishir�g ar�d crabbing eQuipment� sha�l be
prohibited on any residential proper�Fy.
De�iafions
Deviatior�s for at�-grade structures and/or �hhe expansion of exis�ing
non-cnnforming side ar�d/or rear setbacks may br� approved �hhr4ugh a
fleuible st�a�dard approva� �rocess. Flexible s�handard appraval
inciudes a recommendafiion by the C�ty Deveiopment R�view Cvmmifitee
and finai decis'ron by �he Commur�ity Development Coordinator.
Ali� ather deviatior�s shall be approved by the Communi#y Development� ,
Board at a public hearing. �
Compliance with Proposed Development StandQrds ,
Al! new cor�struction musi� be in compl�ance wi�h the provisions o� �he
Island Estutes Nei�hborhaod Cor�servatiot� Overlay District. Any
existing (egQlly permiited use, lot size, se#back, b�ildir�g height, fence,
iandscaping and any exisfiing mechanica( equipment, dumpsfer or trash
�containers not screened in accardance with the development
� s�Qndards set �nrth in �the overlay district wifl be considered a l�ga)
nonconforming use ancf may continue to exis� and be maintained as
allowed by the Clearwa�t�r Community Development Code.
Any vehicle �arked in �iolatinn of the standards estabtished in the
overlay district (parked on IandsCaped areas or� specific vehicies .
parked aui`side af a garage), any� sing�e fami�y home ren#ed in vialatrot�
. �of the standard (rented f or periads I�ss than 9� days}, ar�d any
commercia� f ishing and crabbing eyuipmen# sfored ir� vio3a�ion of the
. . standards (stored on residen�ial praperty) shall nafi b� cansidered a �
legal noncnnformir�g use and must comp3�� wifih the overiay district� '
requirements. �
� 29
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��t�1t
� Neiqhborhanc�_Reguiremen�ts
�>ti,fi;�
� F�.
,�ccording�to #�he Ci�ty of Clearwa�er Communi�y Development Code �4w6�B,,
the designated neighbo�^hood shall serve as u partn�r with the City in
implementing the NCUD provisions. Therefore, Tsland Estates is reQuired
to: .
1. Educafe neighbor�ood �rv�erfiy owners of the requirements of the
overlay district at least� two times a y�ar fihrough neighbarhoad
associa#ion meetings and mailings or any ather methods a�proved by
the Community Development Coardir�ator; and
?_. Provide the initir�l means r�f enforcem�ni• for any viala�iar� nf the
� � req�ir�ements of t�he overlay district. I� comp�iance cannot be gaine�
�. by the n�ighborhaad, the Ci�ty sha1) commence code er��orcemen�
' '� � eff o rts.
. ,
, Tn � arder #o meet the educa#ior� requirement, t�he Island Estates Civic
Assaciation (IECA) wi11 �rovide infarmation regarding i�he NCOD afi �the
�� annual civic assaciafiion mee�ing and in at least one annual issue of the IECA
�� � n�wsleti�er. Upon initial adop�tian of �'his neighborh�od plan and the Island
Estafies iVCOD deveEopment regulatio�s, a co�y of the NCOD provisia�s wil)
be �provided to each pro�er#y owner, which inc�udes ge�erally single-family
households and cor�dominiunt associa#�ions. In addifiion, these �rovis+ons will
. � be provided �o such new owners as praper�y o�rnership t�ransfers.
�
The IECA shall also be responsible for providing the initia� means of
e�forcemen� o� fihe developmer�t standards created by �hhe NCOD. Ir� the
event a vio�a�ior► �f the devetopment� s�andards occurs, #he IECA shall use
the fvllawing procedures � ta gain compliance. � Even thaugh individual
sifuai�ior�s may differ and req�ire some deviativns, the us�at �rocedures shall
be as f o I fows: �
• Tf a violai�ion is ider�i�ified, a correctian no�ice {�.e. door hanger, post
card or let�er) shal� be left or� #he property identifying �he vinfatian
and noting that a re-inspec�ion will be conducfied in ten (10} days �o
� d��hermine i� compEiance has been achieved.
30
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��FY�� � � ��
� • Tf in that #ime period campliance is not achieved, a cQde vio3ation
. letter will be issued givir�g a specific amount af �t�me to com�ly, but in
no case more -than ter� (10} days. �
• If compliance is r�at gained af�er �he i�ime period allo�ted in the code
violation fe�ter, the vialatian shafl be reported to the Cifiy Community
Response Team for immediate acfiion.
• All activi�l�y after �hhis paint shal� be consistent wit�h �he cade
enforcement �roced�res in e��Fect �or fihe Ci#y Community Response
TeQt�n.
The dev�lapment standa�ds im�lemented ir� �he Island Esi�ates NCUD shall
be in effeci� as long as the IECA provides the required neighhorhood
education and enforcement. In #he event the IECA daes no�h perform i#s
required function, a rezoni�rg wo�fd be ini#iated by the City to eliminate #he
Island Estates NCOD,
I{ the neighbor�ood wa��ts to amend the owerlay requiremeni�s or decides it
:;� no longer wants designatio� as an overlay dis�trict, �he Ci#y will process a
req�est to amend or remave �he Island Esta�hes NCOD by a pefiition of
� awners af 644/a of the reaf property withfn the NCOD. In the' event the
provisions of the Isln�d Es�a�es NCOU resu�ts in sustair�ed ex�hraordinary
incr�ases in #he level of service provsded by #he City of Clearwafier, the City
anal the neighborhood wi I I need to eva�ua�he tHe provis�ons of �he NC4D and
de�ermir�e �-he most appropria�te means of prov�ding this increased le�el of
s�rvice or whether the servi�e shauld be con�inued,
.�'
Neighborhood S�rq�egies and Activities
Tn addi�ion to education and er�for�ement, t�e Island Estates Civic
Associat�an shall pursue activities to impiemen� the goals and ob,�ectives
established in this Plan th�a� are not rela�ed to development s�andards.
The IECA has Q strong civic a�d arganizatio�al fo�ndation t�o work from in
arder �o implement �hhe goals and ob,�ectives. There are currently six�een
{1b) board members and severa) cvmmittees within the IECA. Qf the
31
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sixteen board members, nine o# �them are dedicated to �special projects or
cer�ain �ssues affec�ing Island Est�a�es. These speci�ic issues include,
p
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N�ighborhaod Crime Wa�ch
hllaritime issues
Membership
Social coordination
Publicity, �ewslei�ters, and communica�hion
8eautEficat+Qn �
�ode and'deed rest�ictions
Business iinison
Holiday ligh�ing � -
Mosfi of #he objectives in fihis p�an can be nddressed thro�gh these banrd
� members or through cammitte�s organized by these baard members. The
fo�lowit�g strat�egies sh�uld address ma�y of #hose i�hems requiring
� neighborhood nci�io�. The TECA shnll:
�
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:�
�
« Contir�ue to p�ovide�nnd promo•te holiday ar�d neighbvrhaod even�hs.
■ Continue to involve local businesses and the Clearwai�er Aquarium in
neighbarhoad events.
�. Continue to develop s�rat�egies to increase neighborhood involvemeni�
ir� �he IECA.
� Continue to expa�d t�he current landscaping �rograms in orr�er to
instal! Candscaping on fihe inedians alor�g Tsland Way, #o develo� a
Eandscapfng plan for Island Way and to promete er�vironmentaEly
frier�dly iandscaping.
■ Address and imp�ement the objectives for Wa�`erfront and Carru/s
through �he Maritime board member ar�d any specia! cammi�htees
deemed necessary.
■ Improve communication with the Ci�t�y Public Works Department ir�
order �that services su�ch as gaod drninage and access #o reclaimed
� water car� be maini�ained in high standurds. �
�2
-------. .. . . . . ...._ ..,.,.. .. -��._ . .,.. . . . .,, � . ... �. _ .. � . . ., , . , . ,.. .�... . �...0 �f� . _. .I
�� ,� _
� ' .
� � "�. .
. , • . , . . �.i�►,:,, �
� �
�
,
'�J4�', �4F,'
4n:
■ Establish neighborhood'education programs ta pravide in�armation to
resident5 on issues such as �eneral property mainter�ance, landscaping,
and xeriscaping. Speakers from the City of Clearwater and Pinellas
CoUnty Cooperative Extension Services cauld provsde residen�s with
informai�ion an th�se iypes of �hopics.
M Develo� new programs to increase neighbor�ood ir�volvemen� �n the
Neighborhood Wai�ch and improve comm�nication between block
captains and re�idents. � .
, +� Wark wi�hh Ci�ty �o gain the in�taE�ation of sidewalks where necessary,
,� as �ve�� as traf�ic cnlming so�u�hions for the intersections af Islar�d
�, � Way wi�h Wir►dward Passage and wifih Dory Passage.
• Work with t�e City Pal�ce Department.and o�her authorities to ati�ain
be��er enfarcement �f s�eed limits on streets and wii�hin the
wat�erways. ,
■ Work with property owners and fihe City t�o gain -hhe voluntary
� �� . , screening of existing unenclosed d�mps�ers.
�
�
� Maintain gaod cammunicatior� wi�h Commurtity Response Team.
■ �btain information regarding leash �aw and pet cEean-up requirement�s
and disseminat�e fio #he neighborhood through newslei�fiers or o�her
public infarmatian pieces.
■ Con�in�e to increase neighborhood involvemen� through ac#ive
communi�i�y b�i�dir�g by the Civic Associatior�.
■ Revisit t�he possibility of placing the overhead ut�ili�ty rines
underground.
■ Est�ablish committee �o ir�it�ate eva�ua�ior� of the Pian and the NCOD
developmen# standards every two years a�ter Qdoption ar�d prepare a
wri�en repori- to presen�t to t�e Planning Department, Ciiy Manager
and City Commtssion. .
33
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. f .
Conclusi�n � . � , .
� � � � � � , �
.�. � The development of fhe Islund Estntes Neighborhood Plan is evidence af i'he � .
� neighborhoad's desire to maintain existin� neighborhood s#andards ar�d .
�. qua�ity o�f li#e. This special area pCan provides a basis for the implementation
���.�, . o�F �he Tsland Estates Neighbarhood Cons�rvatian Overlay District in the
Clearwater Community Developmen# Code and Zaning � At�as. The
'� , developmer�t regulations se� #orfih ir� this documen# sho�tld protect the
�� � � existing �t�e�ghborhood character and shou�d ensure that redevelopm�nt is.
��` : consistent ir� that characi�er. Many is�ues identified. in the Pla�r� require �
� neighbarhood ir�voi�emerit � ar�d action; and .cannat be adr�ressed #hrough
, �. develo�ment r�gulatians. Thus, neighborhaad organization and pArticipatian �
.' _, is key to the implemehtatioi3 of the Islatid Est�ates Neighbarhood Pian. �
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: �ye}E�
��
,� App�endix A� - Island Esta#es Neighborhood Conservatioh Overlay bistrict
�esigna�tian and Planning Proces� CaiendQr
A ri� 29 200� - Ci Camm'rssion n raval
Ci#y Commission ap�roved petitian of ne�ghborhoQd to commence the NCOD
designatian process �or Island Fs�fiates. Based vn neighborhood input, the
City Commission appainted a Neighborhood Conservatio� 5#udy Committee
made t�p o� a chairmat�, sfx members, ar�d fo�r a�terr�ate member�s.
, A ril 25 ZQ01- S�kaf� and Stud Commit�t�ee meetin
� , Preiiminary�meeting to discuss �he City Cammission approva� ❑nd �he nex�F
steps in fihe �rocess. �
, I � .
�
�
fune 25 20QZ - Sta�f and S�s�d Cammi�tee meetin
Ir�troductior�s and overview of �lat�ning pracess and committee expec�a�ian5.
Ju�„16 20Q1- Staff and S��d Commit�ee meetin
Discussed e�cpansion o� NC�D baundaries to inclt�de multi-�amily areas and.
disc�ssed pubfic meeting schedu�es. .
July_3Q_2001- Staff and 5`t;�d,y Commit�ee meeting
D�scussed expansion af NCOD boundaries ta include certai� townho�se areas
nnd adopted commit�tee Rules and Procedures,
Au�c u�t 14,:2001- 5t�a�f and Study Committee meeting
D�scussed expansio�r o� NCOD baundaries #o include cer�ain towr�house
areas, fina�ized planning schedule, and ar�nounced websi�e�.
Au �st 27' 2001 � Sta�f nnd 5tud Commifitee meetin
Discussed voting �rafiocol, disc�ssed invit�ations i�a �he first� public meefiing,
and distribu�ed committee hand�ooks. �
September b. 20�1 - Commission Mee�inq
City Commissian approved petit�on of neighborhood to expand the boundary
of ��e Isfand Es�ates NCUD fo inciude a�i residentia� and ir�stitutional
pro�erty i� �h� neighborhood.
36
' , �i
I �u ' . . , .
li � . . ' . , •� .
, ,. ' • � � �•`.f • . ' . , . ,
. y
... J�� ' r ��5. .. '.1 ' . . ' ' . . . . ' ' .
l 1
. '� l��v�
Se fiember 25 2001- Nei hborhaod Plannin Meetin �1
�� � Described �urpas� o� NC4D and Neighborhood Planning Process, discussed �
1'hP bertefits af the NCOD far Tsland Estafies, and identi�ied r�eighborhood
strengths and weaknesses in small groups, .
Octob�r 3 2QQ1 - Sfiaf� �nd S�udy Committee m�eting . �
Con�olidated sfrengths �nd weaknesses in�ho a combiried lis# and prepared �
mefihods, materiais, and �Forma# for next Neighbc�rhood P1ann:r�g Meei�ing:
� . October 10, 20�Z - Ne3ghborhood Planning Me�ting #2
. Presented and reviewed s#reng#hs and weaknesses and priori�ixed using da#
� . va�hing. -
4cfiober 16. 2001 - Sta�Ff and Stt�dv�Cammitt;ee,meetin�
� Discussed naminations for new study comm�ttee members, revi�wed resul�s
. of the rankir�g exercise, and prepared them �o be �at�egorized by City staff.
� October 2� 200� Nei hborhood P�annin Mee#in #3
Developed goals and objec�kives in small graups.
� � � ' �
� Novemb�r �, 2001�,- City Cammissior� '
� 1�lew members added to �he Study Committee. , �
�. Nov�mber C�, 2001 - Staff and S�hudy Co,mmi��hee mee�inq
Held �Firsfi meeting wi�hh� new commit�ee members, reviewed goals and
, ob,�ect�ives, a�d determir�ed i�ems that would qua�ify as devetopment
standards.
.. November 14 2001- Nei hborhaod P�ann�n Alleetin #�
� P�eseni�ed condensed list o� goals and ob,�ectives �o neighba�hoad and
,� �, facili�afiec� rankir�g exercise to determit�e priorities �or obsec�ives and
� develapment sfiandards.
. November 2B, 2�Q1-„Staff and,5�udy,_Commi�tee meetinQ �
� ,�
� Reviewed and organized r�eEghborhood ob,jectives. .
: �:; ;,
37
.
. ,, ,
�, • , ' , "
. . , , .
' ,,' .
. �� , �
. y�F.. , ' , '��. . •
. � i .i"i . ' � �
� . December;5, 2001„-„S�aff,,and, Sfiu� Cammittee �
� Discussed the proposed development s#andards and compared to current
City code and ne+ghborhood deed restric�ions.
. decembe�^ 12, 2002 - Neiqhbarhaod Plannin9 Meeting #5 .
� Presen�ed �the poteni�ial develapme�t regulafiians to �khe neighborhood and
. , � opened for discussion.
; . . ,
�
� �'an�ar�r 16. 2002 - Study Commit�ee Meetinq
i � - �
�, �� � Discussed the first draft of i'he �lan and worked on language �or the
' . , � development standards. �
�� � �anuar�r 23. 20�2 Study Committee M�e�hin� �
. Reviewed dra�Ft� plan for fina�izatian, finalized language �or developr�ent
� � standards, and determined neighborhoad implemen�at�ion activities.
lanua 28 2002 S�ud Committee Meetin
�� � � ' F+naiized review o� draft plan, f+nalized r�eighborhaod implementatian
� : s#�ategies, prepared document for. public disbursement. .
, y� .
February 6. 2002 Ne�,ghborhaad Meeting #6 �
� Presenfed final draff plan and dedelopment regulations �o fihe neighborhoad.
February 27, 2002Neiqhborhood Meeting #7. Final�Meetinq
Fir�al review of plan and established voting procedure. �
I .
9 � �t;<<�
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38 . , .
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,� �ppend�x �3 - Ranking Ballot - U�ed at Pub1�c Meeting �#4, Na�. 14, 2001
;
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� � C���i�CtrV�S
� RE-DEVELpPMENT: �
Maintain Ifmits on f�ome helghts to preseni city code
Objective: Mainiain 30% gr��n space of total lot area
Prohibit rezoning single famiiy hames to multi-family
Prohibit sui�dividing plats
MOUSING 8� PRQPERTY �
prohibit d�taahed ouibuiiding on resfdential single-(amiEy Iots
Pranibft fror�t yard fertces
Require A/C units to be buffered or shielded wiih vegetatian
Cleanup parking !ot & dumpsters
Enforce pet cieanup
Enfarce zoning in arcier ta miiigate cammercial us�s in resident(al areas
Estabfis� minimum singie fami[y rental periods
Mainfain extsttng he[gftt fimitatians for all fencing and landscapfng
Prohibit ahafn link fences
Prahibii future shingle roofs
prohibif new gravel yards
prohibit parking on Iswns
Requfre AIC units and dumpsier� not be vislbls from sireet
39 �
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. HOUSING � �ROPERTY
Require one front erltrance per t�ause .
Restrict tra{ler parking tn the front yard
W/1TERFR�NT
� Adrlress dock size re�trictians
A{low only see through iences
Estahllsh siandard setback for new poals �nd all vQrtical structures
� Establish sta�dard wakertront setbacks
Mair�tain wafer views
• O��ective: AI1aw covered slips
Regulate commarcial boats docked parked ori waierfrar�t property
Struciurally dameged sea waElldocks should be repaired ir� a reasor�abl� .
TRAfiFIC & PARKlNG
Limit RV's �nd boais shori time (24 hrs.) for parkir�g an sireet and in dri�eways
LEmit on street �arking .
Prahibti paricing on �rassy medians and cul de s�cs
� Prohibll permanent paric9ng of boatsl#raflers oufside of garage
RestrEct avernighf commercial vehtcie �erktng.
40
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' �' �+:
� Appendix C- Ranked iter�s for deve�opinen� standards
Generaiiy issues wi#h fQwer than Z00 points were regarded as no� significar��
to the neighborh��d.
I�
�,
� �
'fotal A�erage Number af Numher of
Ranking R�nking �oteS Vates
Votes Vate per � ta 2 3 to 5
��em5 Ba�lot
Prahibit rexaning single famEEy ltomes to multi- xg0 4.66 3 S9 �
amily
Prohibit �ubdividing plats 277 �4.�7 6 6B
ProMibit parking on lawr�s 277 4.47 7 S5
Maintain water views 271 a.37 � 56
Restrict traifer �arking in the front yard 267 4.31 S 66
StruCturally damaged sea walUdocks should be 2�� 4.21 � ��
�paireci in sQ days
Maintairt existi�g height limitations far all fencing ZfiQ �,�9 6 S6
�nd landssaping
��tablish star�dard water#ront setbacks 258 4.?6 �0 52
Malntai� limits o� home heights to presenE city 251 4.05 92 50
cod�e
Prohibit front yard %nces 250 4.03 �f d 52
Prohibit new c�ravel yarcls � 248 4.00 1�t 51
Enforce zonirtg in order ta miti��te commerciai 2�� �,gg 1 x 50
use� in resiclential Areas
Fstablish standard s�tb�ck for r�evv pools and aU 246 3.yi 11 S1
ve�tical structures
Rest�ict overnight cammercial �ehicle pasking. 245 3.95 �6 �47
Enfarce p�t cleanup 2�a 3.94 �E 1 51
Clea��p p�rki�g !ot & dumpsters 243 3.92 11 6�
Prahf�it parking on grassy medians and cul de �¢,� �.�g �� �9
sacs
Proi�ibit permanent �arktng of haatsltraiiers 233 3.76 95 47
outside af garage
41
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, T���� Average Netmber af N�mber o�
� Ranking Ranking Vates Votes
' Vates Vote per 0 to 2 3 to 5
jtet'1'�S . Bailot
E,tablish minirn�m single family rentai periads 230 3.?1 15 A7
Objective: Mair�tain 34% green space of totat lat 22,� � 3.69 16 46
ar�ea °
Limit RV's and boats short time [24 hrs.) for 2Z2 3.58 16 46
parking on'street and in drir►eways
Rerjutre AIC art�ts and dumpsters nat be visi�le x24 3.55 16 46
Erom street
Regulate cammercia� baats dack�ecE parked on 2.�7 3.50 17 4S
wate�i'ront property
Requir� A1C units to he buffered ar shietded with 213 3.44 17 45
vegetatior�
Require an� frc�nt entrartce Rer hause 210 3.3g 2� 42
Addres5 dock size res#rictiorts 203 3.27 2�E 41
Limit on street parking 1�1 3.OB 23 39
Aliow only see tfirough fences 199 3.08 24 36
Prahibit detached outbuilding on residentiai 189 3.05 23 39
single-famiiy lots �
Prohibit chain link iences 169 2.73 3� 31
A{low covered slips ��7 2.37 32 30
Prohibit futu�e shingle raofs � 102 1.65 a2 � 20
� , � 42
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Appendix D-� Der►elopmeMt Regulation Camparison Charfi
CQMPAR�SON OF �RUI'OS�D CSLAND ESTAT�S NCOD IZECUI.ATIQf�S ANU'I'lt�: CtTY OI�'
CLEARWATER DEV�LdPMENT CODE
„��f�( �.��«y}�Y,'•.}, ,�: �.�'� '.f' .?..,�.�,��..,rl:I:,' 'i: n ..�°.�ir i+"' '�. ' '1 5. 4. a, t.' •� t, �• .7'i' ,.a.N�:,�,..
�.ijr�, '� . �•�;,� .7-,'t � � .'�.t °'� � �,�::>� �' �' �. E'•' .,1;�• ��.'i. �r
'r .r.. -.l.i: '��. �. �_ s�. 4�:� t.�'��I.•llk.l �r,•� •tS,lr' b1� .s 'f ,', �y�. 4' �,.1'.'.
PROP45ED NCOD FJiCISTING CITY CUDE
REGULATiONS itFGULATiQNS
Singlc-Tamily dwellings (inciudi�tig 5inglc-fs�mU,y cl�vclliiabs, eornn�u�iity
PERMiTTEA USES FOR comm�mity residcn�i�3l Itiamcs �vittl up ta �csidciitiul hos�tes 4vith up to G residctits,
SINGLE-FAMILY AR�AS G residcnts) and utiLityli�ii`r.istnicturc iltility/ infr.istnscturc fiicilhics, �ttachcd
installatians. d►�'clling�, t�cd nnd brenkfnsts, �ctiaals,
;uid parks ntic� rccrG�tion fs�cilitics.
MINIMUM LOT S1ZE FOR ��$OQ S� 5,000 51' �
SINGI..E-FA1YiILY A.REAS �
BUIDLING SETBACKS FOR "
SllVGI�E-FAMiLY AREAS '
Principal Struchtres �
Front 25' ' � 25'
� Sidc ' 7.5' � 5'-
Rear (non-wuterfront) l 5' 1 S'
Rear (�vuterfront) x5' - if ��djacent stnzctures ;tre scl .tt 2i)', 25' » i�';�djF�crnt structnres nre setback 20',
. thcn rcquircd sctback is 2�)'. U�cn rec�uircd sctir;ck is 2(1'.
Accesyory Structures {including poal cr�c)osures)
Side 7.5' � 5'
Revr 10' � 10'
, Any pool cxcccdin�; I' i�ti llcigltit �sbovC SiII11C fC(�1l1CCIriCtlt - throu�lti
Notc gradc stu:Il comply with t1�c rcquircd reur y�i�Grnrct�itiaii
. sctb�ck far ti�c princi��l structura
BUILDING HEIGHT �+"OR 3p� abovc tt�e bissc ilnod cicv�iti�:s 3U` izbovc thc basc Aood clevatia��
SING%,E-FAMILY AREAS
PAR�ING ON I.ANDSCAI'ED Parkinb on �in}� ft�cidsct�pcd ;�rus st�ilZ Uc Aila«�s 1 c�r to bc parkcd on lawn ncxt to
AREAS FOR ALL AREAS prohibitecf. � driviu�;tiy.
, . ��Any existing te�aily permiucd use, Zot sizn, setbiick, building lticlbl�t, C4s�cr, l,�:idscUpinb Und �ny cxisting mechanical
eqaipment, dumpster �r traskt cont�incrs no1 screcnccl in ��CCardsuicc tivltiti tltic dc��clopmcnt skmdards set forth in t4�e
ovcrlay district will bc considercd u]cgul noncont'or=ttiity iuid nu�y cauti:iuc ta exist f►:id be maintained as allowed by the
� " Cleanvater Communit}� Devclopmcnt Cade. �
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43
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COMPARiSON Ow' �'R{;j'()5�1} !Sl.AN[? ESTA'1'�;S NC{}U REGULATIONS AND T�IE CiTY OF
(:Li�;A�tWA'l'k;H UN;VEI.C11'MEN'T CODE
s}''���t�°�',7'.•j�' �i`���•`�; �r. 1 �� � ,i .� a ��� :j„ • • ' ' � i�'�•7�' i Y�
'i .t E t,' !' 1 ,`r�.,.''�,�• ,'S :;r. _^?�' .'c.-��'...��i'l�'��.i::.n^�';�;::'t.,l:,..:;, "'�
' '��'r ' i' i ..,.�.. •�'� ' �t:. �'� .�'�" „ t.S �.��� E���;'
i t i ' ^'�" � �' .1' ' �I,aa�,'Sc�. €'.t'�'� ' z,i
1'H01�C1SEn NCOU EXISTiNG C1TY COAE
Rk:�[ILA'I'ION5 R.�GULATIONS
���� � All l�aulfi, ��rrsonn) n:ttercnifl, recrcadnn BQ.��S !n excess of 20 ft}�ulin trnilers,
��ctiiCics, tnsilcrs, CQ1Zl11iCfCtill VC�IICICS, ' �
nire c�tira, ditine hug�ics, fi�nn cc�ezipzi�e��t, rccrcational vchicles, travel trailsrs,
�;a ktirtti, A'1'V's ar ntticr similnr vcltiicics ntator t�omcs, camping traiIcrs, semi-
. slu�if t�c rcquircd la �c p;�rked in a�;r�rt�gc, trnilcr trucks, any commcrcial �chi�lc (in
7't�c icn��ar��n� n:irking ni'suck vcti(cics �YC�ss af 20 fi lcngtiz, 7 ft widUi, or
PARKlNG OF r�;R'i'AIN ut�lsfd� of tt gut�i�c shall k�e pertuitted for sevcn Ii height}, race cars, dune buggies,
VEHICL�,S ��It SINC,I,i�;- stv murc lhs�n Coiir (�t) r,o�iscctitivc days �arm cquipmer�t, go karis, ATVs, ar othcr
FAMILY AREAS no mnro ttutn h��irc �� niont�}, similar vetucics sEiall not bc parkcd with
Ca:timurcu�i vcfiicics isLry bc parkcd in ;iny rcquired front setback.
nu1sW4 al' gi�r�i�es if onsite to �tictively Cammcrci�i veiuctes during the uctual
conducl Uusi��css an the �rreniises. P��ornfanee nC a service at ttte prenuses
1'urkll��� uf Jjc�ncnil��! uttlt�nrnblles arrd `uG �lu«'ed. �.o�dinglutiloaciing/
� ►nr�lnrc��ch�,+� ►lic�l! bc� p�rrnttllc�rioulsrde vf El��ng °��'�t�clos allowcd provir�cd
� li��� �,►rlru;�►c� 111 r� lIrl4�c�tirn�� complctca �vitti 6 hours twicc a month.
All botils, persaitiul �v.�tcrcrali, rccrcation
��rliictrs, trsiilcrs, corsin�crcial vcl�icles, .
I71CG CiICS, di���c bubgics, f�nn cquipsnent, �
�;a k��rts, ATV's or other similar vcliicics BOdis in excess of 20 ft, l�auling �ilcrs,
� sltis�ll bc proltiibitcd to bc parked bclwecn recrcatinnal vcl�icles, tr�vel trailers,
t�ny'�wrtfan oi thc principal structurc and ��tar hoanrs, camping tra2iers, scmi-
»ny ri�i�t-aC «�ay linc. Tltie tcmporary �"��ler tn.icks, any cammercial veiiic�e (in
pstrki:�b oi's�ict� vetiicles within the front excess of 2q tt len�tl�, 7 f� width, or
PARKINC On CI�R'i',11N aelUs�cic sl�ull be permitted far no more seven it height), race cars, dunc bubgies,
YEI�ICL�S FC)k MUL'I'I- tltiun faur (4) consccutivc days no rnorc F:�rm equipmcnt, go karts, ATVs, or oiher
FAMILY AKFA5 thisn trvice ti montlf, Comincrcial similar vchicles sl�a,ll not be parked �ti7th
vclficics nu�y bc parkcd betwecn :iny �n asty requircd front setback.
pnrtion nf t�ic principa+! structure u�td any Cammerciai �ehicIes during the netua!
ri�tit-of-►vay line, if onsite to aclively ���O��C� oPa service at [tic pre[nises
coziduct business on the premises. ���p��'ed, Loadin�/unloadingi
!'rlrking r�jper.cona! aulomvhilc�s pnd clea�ung of vchieics allo�ved pravided
�nolorcy�cles aital! be permitted 6etwNen �omptctcd wilh 6 tiours t�vice a month.
n�tV pUrfru�i oj!!1e prl�tclpal slretclure and
anv rlkhl-nf-tivny line.
All fcnccs st�all bc pratiibitcd bct�z�ecn
any portion of tiic principa! structurc and
�ny rigl�t-of �vay t'uie. Fenccs s��al1 not Allows 3' fcnces in front and carncr side
cxccccl G fcct in hci�tit betwecn any
portion af thc princi�� stnsccurc �nci a�iy yards. Allo►vs fenccs in tl�c sidc yard iip
sidc lot linc. �'or �vutcrfrant propertics, to G fcct in ltieiglit. �cnccs in t��� rcar
�'�NCl�:5 KOk Al.l, AItI�;AS #'cc�ces shall not cx�eed 3 tect in lteigt�t Y�rds abuttin� ihc �vatcr must be nan-
. bet�ti�een tlie rG�r buiidiaig sciback Ifne °Paque a�id :s�us! nal exceed 3' in l�eight
�ud the scuwa[L If tiie fcncc cnclases a or 4' in heibt►t it cnclnsing a pool. Fcnce
paol, it nury bc � fcct in height. A.II �n rcar yards nat abuttin�; t�ic �vatcr may
� fe:�c�s betwcen tlie rcar bui�din� set��ick � up 1° �'� �l� heil;lyt.
liiic ;i�zd i�ie sc;�►val! sti�ii bc �ton-apn[�uc
(s��-lltiraubll.) .
44
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CUM�'ARlSUN UF �'i;Of�U'�M.il �ti1.A�VU �:�'fA'I'�;�; NCUI) ItEGUi.ATIUNS ANU'I'lli: Cl'Y'Y U�
Cl,�;AkWA'1't;It UF:VF:�AhM�:NT C[}UH:
:�� ,. . 3,.,.,..�--�-�,'���,� ,�.�,�. '-w.� � F.
��.��11�I���-t'�' ��� . :�n:�.-�z ..,i ' � '�r..".�1'�. .L' �i�,,fSi' . � 3i .1• : , .'� ..7� i,:..�,.'t•. .R •�f..• .
t � ' S" ,�>. i= r �_...:....' ' l::'. ":�' -.,, 'i
'Y..wr.iw.�:: ,...+,.�.+.r:�rr.,.�r+w:.w�- -- -- --
� ���sora��.�i tvr.c�U F.XZ5TING CITY COUE
{tb:C�UI,A'1'IONS ItEC�LA'I'ION�
_r..__......�.._.v�.w,,..._..__...w...._.__..�._......�....,.w..�.._...... .�.� �..
Afl lr:isli cats�:iliicrq, dusripslcrs ntul �
� =t�rcii�utlCUt cqtiipzucril sltiull #x: scrccucd •
IfUl4i 1I1� 1��;tl35-l!%�r��t��, ��a�c�cc��� r�U�x;�y
iti�i�! 41t� �vril4r. I'rc���i3inci s1u�11;ippiy to �
3CRE�NING N�R ALI. nc�tiv rati'tnicticri�, rr�����,za��„�����s+�rC All dtirn�i�icrs;�ttd triuchtmiC:tl cquf�rtic�tt
AREAS �ttiu{!a 1ci su�y �Iructuro crcecdin�; 5«�;4, of sfiall tx: scrcc:�cci fram ri�ltits-af-w;iy �ind
. tl�o ��ul«c ap�yn�i!�cd by t1�c 1'iiicllas s�cij�«cnl propnrty,
Cuanty !'ruj�rly Apprn'sser's O[iicc, tlticn �
1IIC fiGf�C:l1�fl}� UT Illl"Cf1E1lllfilll C[�lIl�ltilC[lt,
du�iipsters s�nd tnist4 cariti►in�rs ntii�st t�c .
_4 lsrc�u�;ltit I�tita com .I�E�itc�,�
ry � Uso af grt�vcl, slacics, cijtdcrs �s��d otttcr A11 y;srds not covcrcd �vitly � t�uitdin�;
�,ANDSCAPINC. I+Uf� ALL sjn��ji�r ituilcrl��l Iri �ui}� y��rd sl�ill ln: sfia[i bc 1s�ndscnpcd wit� �, ss or oti�cr
ARFAS prutiibitcti un1�SS incItidcci t�s iin integnd, rround cavcr. �
�lil Z�lIf1UT, CIC11lCril (��1! II3IIi�5Ci1�IlIlb plilll, b
LANDSCAPt��1G COV�:RAC� ��� (��C 5�l4�C-i'niislly �iI'fi�15, �5%� of ll�c No lr�ndscfipin� rcquircmcnt as such,
[N �RUNT YARD FfDR i�rcu Uct�r���n uny partion c�('ti�c principnl fr5'%n af enlit�c lot in sin�rlc-family arens
S�NGL�:-I+AM1�Y ARF�AS ss��cturn �sud ��ny rigtit-o%�vay liita shzlt [Ilily �C CAVCfCd W1L�1 1[IIPCLV10ll5 51ll��3GCS
bc l�icMdsr��pcd, (b�y'sldin�, pAVCmcnt, paol nrca, ctc,)
����� in Ilia ts�ulli-f�uuily nrcns, 2S'%, t�f Ihc t�rut No 1;�r�dsc��in� rcc�uircrr�ent as such.
LANDSCA!'lNG COVEItArF; b��«.rcri tiny� �rnrlinst oC tha princi��a) ����""��p/° of cntirc lat in multi-f;imiZy
1N FRONT XA4iD �+{}H Fircas m:�y bc covcrcd �vith imperviaus
MU1.7'!-1rA11�ltLY AHI�:AS sln�r,ttirc iutd �iz�y rigt►l-of-w;iy linc shull sur!'accs {builciin�, p�vcmc�t, pool arca,
�C �iill(ISC�i�C(I, CiC.
�� �' City code does not rcgnlate, �iowcver, the
MiNIMUM �t�:�V'1'Ar. �'F.RIOD lri �ing�c-f:ic�iily s�scns, tZlC II1111�I1111it! Cnuntywidc Rules af thc Pincllas
�+OR S1iVG��F-��AM1i.Y AI��;AS rc�til�il periad sh��ll Uc 9t} ct;rys. P1ani�ing Council im�oscs 3U-tiay
r»inimti�iit.
.w� �_.��4� - T^.�^-- Outdoor stor�be is pro7iibitrd, nar n�ay
�oods �nci mz�tcri�is � starcd in any
OUTDdQR 5'i'Q[tA(�F �'qlt ���t�o staRigc ak'ct��nmcrci��l [ishin� s�nd iZ<<inncr ttu:i is visiblc !'rorn U�c �ubiic
AGL AItEAS �r�}�y���ik� ci�tiYipnict�t stutl! bc prc�hibitct� ri�t►t-of-�vny ar from ubuttsnb prapetties,
ar� �uiy residcnlinl prapert��, �quip�iscnt, mntcri��s ar turnishings not
dcsibncd for autdoor usc may nat bc
5lUfCd p411(�001'S.
�� r ncvintin�tis iar ut-b�idc stn�ctures ��nd/nr
Ihc c�pu�isio�s of cxistin� non-coiifarit�i���; Revicw unti approvul for ccrtav� uses
5IiiC illl[I/Of �Cilf 5C1�SICkS if]E!y �}C ;tnd/or dcviutinns reTt�tcd to dintensio».�1
n�pravcc� ttirougt� ti ilexi�lc st�nc�ird re�uir�mcnts for uecessory und primary
npprovjtl prnccss, FZCY�L)IC Slilllf�Ufil siructures m�y bc rcvicwcd and uppro�cd
DFVlATIUN5 FOIt AI,L upprov�il includcs t� rccont»scnditian by thrnugh n flcxiblo st�uiciurd dcvclopmcnt
AREAS thc City Dcvclap:��c��t Rcvicw Cc�iiuniticc (s�ppravcd by st�i[i}. Ccrtuin uscs and
i�cu# C�uil decisian by ttie Comni�is�ity dirrtciisiarus! requirerncnts requirc revie:v
Dcvclops�tcnt Coordintilor, All oti�tr ��nd upprovUl by thc Co:s►rnunity �
dcriutin=�s mi�st bc .ipprovcd by liic Dcvcloptncnt Bonrd (llcxiblc
� Cnnuntmity� �cvclopnicnt Ho��rd ut �� dcvclo�nticnt},
public hcr�rinb,
45
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;� Appendix � - Grouped 5trer►gfihs
The foi�owing (ists the gro�ped strengfihs o�F Island Estafes. This list is ranked
� wkth the mosfi impartant issues first. T�e main categories are ut�derlined, and �the
asse#s fail under each mair� categary.
'�
:; z;?
Nei hborhaod Amenities
Quaiity and av�i�nhiliiy of services
. s'uch us g�acery, gas sta�ian, stnre,
bank and park
Haliday Eighting and even�'s, inclt�ding
bant parade
public transporta�ion, including Jolly
. Trai�ey'. .
St. Brendan's Church �
Camm�nity saf�ty
Restaurant and bars on islattd,
incl�c�ing Island Way Grill
Tsland Es`�at�es Civic Associatian
Sunset Sam �ark
Clearwa#er Mat�ir�e AquariuM
Tsland Estates Wamen's club , �
Abili#y to walk on Tsland Estc�tes
Isl�nd Estntes Yacht Club
Boat yard
Access to recreof�ion o�parfunities on
Causeway
Waterfroht
Mast��y residential wcrterfront
. community .
Wat�er v+ew . .
Wa#erfront hames
Boa#ing camm�nifiy
; New mo►�ey ar�d irrcreased interes� in
� n�ighb+orhood
Trtcrease in property val�es
Atl waterfront proper�ties
Access ta water
Allowed ta have multiple bouts on
dac#cs �
Deep water in can�{s
GL
Not 6eitx� in overlay district
Island EsFates is fine as it is .
Current maximum bui�d out a!(owed
Islnnd Estates is unique and
prospering , .
Flexibility o# zoning
Praper�i Maintenance
Well-maintained praperiy
Elimin�ting un�t�mp� �omes
Updatir� praperties �
Benutiful propertRes
Zaoks be�#er and n�w�er
Reclnimed water
On-streefi parki�-cars onlx
� .' . �� , �
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5
,� Appendix F - 6roup�d Weaknesses
F '
,�
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e �..
t?ii.
T�te following li,ts the graup�d weaknesses of �sland Est'ates, T��s Jist is rarr�ted
wi�th #he mast� �mportant issues first�. The mairi ca�egories are underlir�ed, and
specific issues fall under each main category
l.+atndscaping, & Yard Maintenance
Gravel yards �
Poor yard maintenance
C�ain lir►k f ences
Expased dumpsters/trashcans on
, renta4 and condaminie�m prapert�ies
Lack vf street �trees in right-a�-way
l.andscnpir�g blackir�g view
People no�t cantralling animnls
Use of grass in neig�bor�ond was#es
� water and poflutes bay
Use af pa#nble water fc�r lawns
Temporary sig�s on (andscaping (r�cl
est�te, garage sale)
Garbage cans out when it is nat
gcrbage day
Lcsck af streetscape fihroug�o�rt .
Island
Yard debris piles placed in raadway
ins�ead of an praper�y
f'iayground er�uipment in frant yard
Li�tter (newspapers}
Par#cir,g and Traf�ic
Parking af� cammerciai vehicles in
front yard and on street
Parking of carslboats/RV's on �awns &
driveways foaks cluitered
4�-street �rhirag
Large ttumber of cars parked in
driveway
Parking in cul-de-sacs and mediat�s
aatu,�eraus infersections
5peeding traffic
Turning Pane inta Zs�and Estates aften
' blocked by tra�fic
4y
Abaveqround �tilities
Canal Use and Nlaini�enance
Res�rieted water flow
Cantamina�es d�m�ed in canal (qrass
c(ippings, gas spillage}
Shaaling under bridge
Airboat nvise
8natf ift covers 61ack vi�w
Speeding on cartals � � �
No wake zor�e n�eds ex�ending h
en�orcemeh#
Damaged or deteriorated dacks and
seawalls .
Dack covers are not allawed
�.ack o� pubEic docks
Chara�er of Redeve�opment �
Too mnny variances on setbacks
No minimum (afi sixe/ cculd crawd
hauses -
Waterfrant setbaclt requirements are
not ma�intai�ed
Lasing waterfranfi yards
Can ruin views/ta�l buildings
Fences on wn�e�fron�
Sheds ir� rear �
Houses too large
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Clear�vater City Commission
Agenda Co�cr Memora�icium
Worksesslon Ilem �6: � ��
Fir�a! RJe�nda 1lom # ��C�
tvleetfnc� f]alQ; D�-08-02
SUBJECTIRECOMMENDATION: � .
Amendmejlts ta t�le Community Dcvela��mcut Codc .
M�TION: �
APPROVE le:ct amendments to tl�e Community Devela��metlt Code to establisii t�;e NeigliUor��ooc3 Co�iscivatioii
Overl�y Districk for Isla»d Estates and T'ASS 4rdinancc No, G981-02 0�1 ('irst readii��.
_❑ and_ that the appropriate ofiicia�s be aulharized ta execute same.
SUMIYIARY:
This is one of three comp�nion iiems relating to Island Fstates: nei�f�bort�ood plai�, text Si11CIlC�I1lCIltS and
rezoriin�. . �
Ordinance No. 6981-02 proposes to creatc a sectio�i Qf Divisior� tG iii Ariicle ? ot' El�e Co�izm;�,7ity
Develapment Code ,that �vauld coz�tain ttte requirements of llie Island Eskates Nci�llborhood Co�iservatio�i
Qverlay District. The rcgulations in this District would only apply to praperty lacatecl �vithin the residential
�t�d institution�! areas at' the Island Esiates nelgt�borl3aad. Tl�e rei��a�ni��g provisio��s of tl7c Co»�inuniiy„
Uevelopmenk Code will go�ern any issue not s�ecifically addressed in the Overlay District. All prapas�d
amendments implement goals and objecti�es contained in the Islanc� Estates I�Teigliboi•hoad Pla�i, A siz��im.try
o€tl�e provisions a��e as follows:
• A pu�pase statement is incluc�ed, as well as a descriptio�� of tlie jurisdictio��al botindaries oF tlie IENCOD
and l�aw the IENCOD relates �o the �inderlying roning c�istricts and otlicr cocie requii•ements. Tl�is section
alsa requires lhat a��y dev�lopment rcquesting �lexibiiity must Ue consistcnt �vith thc Islanc3 Estates
Neighbarhood Plau,
• Permitted uses anc� din�ensio��al standarc�s �`o� single-fati�ily �re�s at•e Sp�Ci�CCj in ti�c IENCOD.
Rec�uirements are presented in tlze same forniat as usec� in the olher zo�iiilg districts (e.g. charts listing
minimum stanaara, t�exinie stan�ara ana r�extaie neve�apmertt tises anu rec�uirei»ciits.)
Reviawed Or[�inating f}epartmsnt: Cosls: Commiss[an Action:
byt .
'� l.egal Planning and De o e t 0 Ap�roved
' Budgel [Vl Gina L. Claytnn Tolal ❑ Ap�rovad wilh
Coiiditlans
Purchasing NIA User DepartmQnt: 0 Ocnied
�lsk Mgml� Pf/A Planning Currenl Fisca� Yoar ❑ Continued lo' .
IS �tl Funding Sourca:
RCM ❑ Ca�l�at ImprovQmc�nl:
O�her !A Advertlsod: � Oparating: �
Dals; 0 Ou�cr: Attachmonts:
� ' Paper: �fanning �ept. StalF Report
Submlti�d O Nok Requlred Approprlatinn Codo ' Ordinance i�o, f�981•02
�Y� �;�� %A � _ _ o Affacted Partles � ,
��itr�R 'Vf��vr�••• 17 Notifed
Cily Manager ❑ IVoI Required L7 NonQ
�i Printad an rQCycled paper
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•� Additio�»I provisions far thc singie-family �reas are �s follo�vs: �
a F�rking on �and5c�ped areas shall be prahibited; �
o Feilccs shall nat e�cceed G fcet i�� �ieig�il in tlic side yfiI'C� �iriCl III� CCI7CCS IIl �11C t'Ci1C Y�ll'(I 5�1ilI� �)�: IIUI�-
opaque (see-i�1COli��l�; �
. o Usc of gravel, stones, cinders and Qt�tcr similar m�tter�al iii any yt�i•ci shall l�c pro�iii�iicd; �iiicl
o The storage of commercial f s1}i��g and crabUiijg equipment autc�oars sh�Il �e ��rol�ibitecl.
��. Pravisions far, the mulli-family areas are as follo�vs: ,
, o Parking on landscaped areas st�a[I be pral�iGited; � �
�� , , o� All k�oats; persanal wateccrat�, recreation vehictes, trailers, commercial vehicles, race c�rs, dinie
. bug�ies, farm equipmcnt, go karts, ATV's nr other similar vehicles shall Ue prahibited to be
' parked bet�vee�z any partioli af the princij3al structure and a�iy rigtlt-of-�v�y ]ic�e. Tlie tempar�ry
� , parking of such vehicles withiz3 tlie fi•or�t scttiack shall be permitted for no marc than four (�}
� consecutive days no more tlian twice a moi�th. Commercial vehicles may bc parked bet�veen a;iy
°, �� portion af the principal structure and �ny r�g}it-af-�,�ay line in m�lti-family �reas if ar�siFe to
� � , . . , . ' actively conduct business on the premiscs; � �
f�
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o:
� o Fences shall nat exceed d feet in height in tlie side yard and all Fences in the rear yard sh7il Ue non-
, opa�ue �see-thro�gh);
o Use c7f gravel, stones, cinders and other similar n�aterial ii� any yard shall be prohibited; ,
. o Twenty-five perceixt (25°/n} of the frant yard sliall be l��zciscaped; and
'��� o The storage a#'commercial fishing And crabbing eqtiipment outdoors s�iall be prahibited.
o Provision fo�• t�e institutional area is as follows: �
o Use af gravel, stnnes, cinders and other similar material in �ny y�rc� s��all be proi�ibitec! and t�venty-
ftve percent {2S%} of the front yarci shall be landscapeci. �
• The propflsed text amendmenEs are cansistent witlj the Tsla�Yd EsEates Neighborhaod Plan, tI�e Cleai�vat�r
. Comprehensive Plan �nd Communily Developmer�t Code.
� The Community Development Bc�ard reviewed the proposed ardinance at its regularly scheduted meeting �
on July 17, 2Q01 and recommended approval Uy a vote of 4-3.
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CDB Mc�ting Datc: June l S, 2001
C�se Numher: . TA 02-03-Q2 �
Agend� Itc�i�: D.2
' � . C1TY OF CLCARWATCR
PLANNiNG DEPARTMEN'I'
' . � STAI+ r REPORT
' � TEXT AM�NDMCNT
REQUEST: . Amendn�ents to the Comma��ity Dcvelo�mc�it Codc — . '
. Ordin�nGe No: G9$1-02
INITIATED BY; Island �stt�tes Neigl�Uox•hood ancf Pl�nuing Dc�nt'tillClli
BACKGROUND INFORMATIQN:
Pursuant to S�ction 4�508 of the Couimunity Developmeiat Cade, tlie Isl�nd Est�tes
,� . . neighborl�ood submitted an application ac�d the req�iired petition to initiatc tlze
� Nei�;Ubari�ood Conservatioii Overjay District {NCOD) plannin� �roeess in DecemUer
� 20QQ. At the April 19, 20a1 meeting the City Commissio�i apnroved the ���plicatioiz.
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Between September 2001 and February 2002 the sceeri�ib comuliltee, lli COCI,L111C11011 IVll�l
the Planning Dep�rtment, hel� a tatal of seven {7) pui�tic meetings witl� ti�c nci�;i�borl�ood
to deveiop the Isl�nd Estates Neigliborhood Plan. Tlie Pl�n facuses on neighborhaoci
strengths and weakncsses and includes gaals and . objecti�cs to address ttiose issues.
Furt}iennorc, ttie P1an inclt�des ��i iinplemci�t��tion scct�a��, �v}iic}� s��ppnrts applying ��
NCOD as an overlay district in addition to tlic i�cigl}borliood's c�istin� z��iit�g, Tliis
overlay districk would appiy devclopi��ent stand�rds in �ddition to t�ios� requircd by thc
underlying z�ning districts.
T11e itents proposed in tl�c Neighborlioad P1�n for devclopmcnt reg�tlation �v�;re ��tit to �
votc in tl�e nei�;hborhaod. One o�vner for each real properly ir► the NC4D Uoundary w��s
mailed a ballat on March 13, 20Q2. The ballots wcre to he returiicd to the Pit117I1111�'
Department or pastmarked by April 5, 20Q2. Ncarly GG% of thc U1llots �verc returned
{421 returned out of 6�1 maiIcd.) On April 2S, 2002 the ballots �vere tallicd at City Hall.
.'I'he ball4t package and tha ballot t��1y are attachecl. �
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S;11'f�nning brgLnmcntlNCqUHSLANU �S'fA'I'1i51r�solutiw► ond or�iitiunc�slTcxt An�rndmcnllil. �rn sa�t�• [t�n�,��.����
. � 'CA 02-Q3•U2
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ANALYSIS:
Proposed Ordinancc No. G931-02 ci'C�lCS kll�: ISl�li�l� �S�atcs Ncibhborhood Canscrr��tion
Overl�y Diskrict (IENCOD), which contains amei�dmcnts tl�at ure specific ta the Island
Estates ns:ighborliopd. Ba�to� items tl�at rcccivcd �t Ieast 51 % of tlic received vo�es iii
favor of tlie regUl7kion are incluc�ed ii� thc ntt�chcci ordin�i�cc. Below plcasc find �
ciescriptioi� of eacii propased �i���eiidmcnt.
1. Purposc, Jur�sdiction:�l �3ound�ries nnci RcEsitionsl�ip ta Cirictcrlying Uistricts.
T�te geueral }�urpasc af tlie proposed iENCQD is to ensure thac intiil anc!
redevelopment activities are consiste�7t witl� the protectiUi� o('tl�c cxistiiig �stablislied
character of Islan� �states al�d to p�•otect tl�c healtll, safety and tivelf�rc of tl�e
r�eiglYborhood, All of tl3e ��raposcd devetopi��ent statidards are intenc�ed to preservc
the unique ctiaracteristics of tlie Island Est�tcs nci�iiborhoa�i �tzlci I1111iiltai�i its
st�bility.
The. proposed IEI�ICOD �vill govcm most of thc �roperty Ioc�t�d on l�iIiC� iii701VI1 1S
. Island Estates, 1yin� narti�crly of t�ie northerly rigl�t of �v.�y linc oi' Memorial
Causew�y bet�veen ttie mai��laild and Cleanvater Beach. Tlic attaclied b�illot p�ck��e
� includes a map tliat ilIustrates tlse bau��daries of t1�e iLNCOD.
Tl�e proposed IENC(?D �rovides .rc�u�atians i�i addition to tl�asc rcq��ircd t�y tt�c
existing zoning ciistricts. Any issue tliat is i�ot addressed by ttiis ot�erl�y district �vill
be governed by the rem��ning provisions of the Comm��nity Develapment Cnde. The
overlay district is not #ntended to totally rep�a�e the eaisting districts nor tl�� balance
of the Cocie. Ther�; are a limited numb�r oF provisinns uniquc for Ysland Estates �nd
all atl�er development regulations in t��e Code will sti11 apply to ihe neiglibarliood.
2. Permitted Uses �nd Dimensions�! Stniidards in tl�e Isl4�nc� �states Neighboi•iiood
Conservation Over.luy District.
, T�ie permitted uses and dimensional renLiiremcnts of the proposed I�NCOD arc .
' organ'szed in t�ie same fonnat �s uscd in �1� of thc otl�er zonin� distcicts. Allowal�lc
uses are per�nittcd as n�inimum devclapment, f1c�i�le standard devclopmcnt and/ar
� , ,� f�exib[e deveiopment.
Existing legally �ermitteci t�ses and struct��res gcilcrally �vill Ue grandfathcred svhen
the follo�vist�; deve}opment regu�AEioris are er�acted.
A. Pernzitted Uses (pg, 3 of ordinar�ce)
[n sii�gle-family areas zonccl LMD�/IENCOD, ��ermittcd us�s s���tll bc restricted ta
sin�le-family dwellinbs (i�fcludin� CO11111111I1j1}� iCS1(�Cllll�ll i10I1105 with up ta G
resident�) and, i:ifrastructurelutiliiy installations, in I1111�t1-fantily areas zonccf
MDR/1ENCOD, MHDR/IENCOD, I-IDRIIENCOD, �ind C/IENCOD �tnci inslitt�tiotia!
2
S:li'lonning perprtmcntlNCOU1k5LANp [:S'fA'1'ESlresoluilon und ardinanc�l'fext Ame�idrzicnHlEs'CA Stai]'Ite��uri.doc
1'A U2-U3•02
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arcas loned I/I�NC�D pern�iticd uscs zirc �;o��ci•i�ccl Uy thc unc�crlyii�� districts
i��stettd of the IENCOD. �
"I'hc �rnposcd usc rcqttircmciits oCthc; IGNCOD implc�iicnt :I�c f'ollo�vin� �o�ils aiic!
objectivcs of thc�lsland Csiu#cs Nci�hUorltaacl 1'lait.
� �b,}ective b: �nforcc existing zonin� in �rdcr lo prc:vcnt commercial ttscs in
Go�f 4 � residcnti�l areas. � �
Goal 5: �.'o cnsure tliut deveiopmei�t anci rcdevclapmeiit is ca�iipatiUle �vitli tlie
ch3ractcr and scalc af surrouiic�inb propertics lo ��tromot�: 17i�i� proEz�rty
v�lues, a gaoci qtaality of life, ��1d consisiet�t ���id appcalt���
appcar�iices tlsraugl�out tlic nci�liborliood.. '
�� .Objective d; Prescrve singl�-family chara�ter in thc Lativ Mcdi�im Det�sity
�. , � . Rcsideniial areas by prohibiting tli� rezoning af t4�is property to muiti-
. � `. � famiiy use.
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Ob,�ectiv� e: Devclapment and redevetopment must bc cp��sistent with the goals and
. oblcctives of ths lsland Estntes NcighUoriiood Plan.
B. Minimum Lot Size (�g, 3 of ordin:�nce)
�In sin�le-famiZy areas zoned LMDRIIENCOD, the mi�iimum lot size sha�l be 7,SQ0
square feet, as opposed to S,Q�O sqciare feet required in ttte 'curret�t reg�il�tiotts for
LMDR distncts, In inulti-family �re�s zo�ied MDR/IENCQD, MHDR/[ENCOD,
HDRJIENCOD, and C/IENCOD �nd institutianal arcas zoned I/ICNCOD minimtim
}ot size req��rements s}z�I] rem�ii� consiste►3t witl} tl�c c���-rent City of Clea�tivater
Cammu�iity DevelaPment Codc.
The proposed lot size rec�uircmeizt of tlie IENCOD in�plcmcnt �hc f�llo�vi�i� gaals �ii�ci
objectives of thc [sland Estatcs Nei�;l�barl�oad Plan.
Goal 5: To ensurc tltiat develapm��lt and redevelopment is compatible wit�7 tlic
� cl�aracter And scale of surrounding propert�es ta pcomate hig�i properly
� valt�es, a gaod guality of iifc, and consiste��t aizd ttppcaliiig
�ppcarunces tiiro«gt�out thc ncighborhood.
Qbjectivc �; Est�blisl� minimum lot sizes coiisistent �vit�Y tlic decd i•estrictiai�.
� QbJc:ctive d: Prescrve sinb2e-fzic»i2y cl�ar�ctcr i�� t2ic Lo�v Mecli«i:� Densily
Rcsider�tiul t�rc�s vy prohibiting the rc•r.oisiiib oC tl�is propert� ta multi-
futttily trsc, ' � .
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S:1Plamiir�g i}c�anmrntWCUU115i.AN�)1i57'A'fliti��•LSUlutlun p�td urdittui�cuCl'erl Antcnduunt111:'I'A tilufl'Etepurt.duc
. ' 'I'A 02-03-0?
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O�]JCCIIVC C: DCVC�OjlZilCill iill[i I'CC�CYCIO�)I�1C111 I11USl �)C Cti115151Ci11 1�'11�1 i�1C �13i115 tl11(�
�objectives of'tlic [sland Lstatcs Nci�IfUarhnncl �'iaii,
C. Btiildin Setb�cks {p�, 3 ofot•dinEli�CC�
In singlc-#'amily arc�s zoncd LMDR/ICNCOD, buildi��g sctU��cics fai• �3ri�ici���►I
structures shall Uc: .
Frant setback: 25 fc;�t
Sidc setb�ck: 7.5 fect
Rear sctUack: 15 fcet {�ion-tvz�tcrfrotzt)
2S feet {watcrfront) - If acijaccnt structures on citlicr sidc vF the lot
�re set�ack 2p fcei, ttieri tl�e ���it��r�it�m r•e��3r sctb�zck st���l !�c 20 i'eci.
� , Tn single-family arcas zaned LMDRIIENGOD, b�2ildi�ig setb�cks #'or �tccessory
s#ructures, including screen poof �nclos«res sii�ill f�c:
Side setback: 5 fcct
Rear setback: 10 feet
. Current regulations are similar, �vith thc cxccptia�i that thc currei�t sidc setbacks for
,�. principal structures iit t�i� LMDR District are set .tt 5 fcct r.fthcr 11�an 7.5 !'ect.
Througliout the Cammunity Develo�ment Code, sic�c setback rcquiremcnts l`ur
principal and accessory str��ckures in any givcn zo�iing district are tilc sai��c. 'l'kic
propased ordin��nce deviatcs from this p�ttern ��c�iisc of . tlte �•�scilts oI' tltc
neighbarhand vote, In this instasice, Ballot Items � and G both pro��ased cxten�in�
side yard setbacks from S feet to 7,S fcet. However, the nei�hborhaod advocatcd the
larger side yard setback for prl��cip�rt structures ir� Itcm 4, laut did not acfvoc��tc the
larger side s�tback For accessoi�� str�tctures in Item G. Item 4 received 5�.G°/u
a��roval and Itcm G receivcd 47,2n/o approval, .
Because of the inconsistency �vith ihe current form�t of thc Commitnity Dcvela��mei�t
Code, Ehe Plannin� Department propases tl�rce optiai�s af �ia�v to ac�ciress lhis iss�ic o!'
conflictin�; votes;
1� Adopt tlzc proposcd ordinancc us ��resented with this stEiff rcport Uascd on the
approvul of itcros by S 1% of thc nci�hbot'1100(� VOIC; ,
2) � Adopt tlie ordinancc witl�ot�t �ny provisiatis Cor a'1,5-I'oot side setb�►ck for
eitlzer rrincipul ar �cccssory struetures. Tl�is optioti would set tltc sicle sclb��ck
��t ttic current r�r��tirc,��3��r�t of 5 fc,�c� far ba�h ��rinc�p��� anc� acccssar�� str�rcEE�res;
or �
3) ticlopt t�ie ordiiiuncc wit�i thc ndditian af tlzc 7,5-['not sic�c sett��ck for
�cccssory structures in acidition to 4�rinci�i�l struCtures. This option �voulci
' 4
S:INlunning I)cparlrsicittlNC�U1151.AHi)1i51'ATIiSlresulullon uni! ordi��aitresl'1'�xt Atn<<td�au�it�ll?'I'A S��fi'it�purt.duc
'rn u�.o3-oz
�. �
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renuir� ilie side setb��ck for bath pt•inci��al ���cl acccssory strticEt��•es to I�c 7.5
feet.
The Pi�n;iing Departmetit recom�izends o�tian 3 Cor se�reral re�tisans. I�irst, tlae pattcri�
.. _ ' is established in the Cnmmunity Devclapmcnt Codc ihat sicic setl�acks are the samc
�. � for prineip�� �tnd accessQry siructi�res i�� a��y �;iven zoning dislricl. Sccos�d, tl}e
� administration af 1 rc&ulation tl�at deviates fram thc City's currcnt form.st may lcad ta
�� . confusion and incot�sis�ency. Finaliy, Uecause tlic principal str�icture is seeti 1'rom t�ie
� street and is generally the mosi dou3iziant structure on a sitc, tlie sidc sethaci; �'or thc
-� � princigal structure ger�erally aifects tl�c character of thc nei�liUorhaoc! i�iorc tli�ln thc
,". � � side setback of accessory structures. I3ecause t��c �roposec� rcgtilatioii for side
' � setback at 7.5 feet For principal sErtictures �vas npprovcd lay the nci�hl�orhood, the sicic
�� : • •S���SC�C fOP aCCeS501'}� 511'UCIIII'C5 SIIOU�C� bC [I3C S1I11C, 7.5 fcet,
1n addition, any pool excecding 1 foot in l�ei�ht abovc gz-ade shali cam��ly ���itl� tlic
reauired rear setbacic for the �rincipal strttcture.
, In multi-faniily areas zoned MDRIIENCOD, MHDRI[ENCOD, HDR/iENCOD, �nci
: C/IENCOD and institution�l areas zoi3ec! I/IENCOD bz�ilc�ing seib�cks sl�all rcm�����
consistenk tvith the cun•ent City of Cleanvater Cammtmity bevelapmenl Code.
Tllese proposed rec�uirements of the 1ENCOD implement E��e follo�vitiS �o�ls �nd
abjectives af the Island Estates Neighborhood P1an,
Goai 2: To maintain safety, views, access, �ind water quality �loii�; the Isl:�iu�
Estates �vaterfront.
�Jbjective a: Preserve water vic�vs by restrictin�; the 1iei�hts af fences ClI1CI 5tt'llClllt'�S
in the waterFi•ont ylyd and [�y maintaii�in� estaUlis�iecl sicie i�uiiding
setUacks, rear i�t�ildi��g setb�cks �ind site tri;�ti�tes,
Go�t �: To maint�iti, lmprove, anc� prarnate higl� st�iri��xrds of ��raj�erty
maintertance on pubiic a�id priv�tc propei•ty an Island Cstatcs in order
� to c�isure an attractive neigl�E�orltiaod appe��rn��ce.
Objective d: Reguire elevated po�ls to Ue in cnmpli�ncc �viih setb��cks cs4��Ulished
far principal structures itt ordcr ta prevcnt thc blockii�b of vic�vs, lo
maintain openness in rear sctb�cks, ta �rescrve ronsistc�it .tppc�irancc
in �vatcrfront yards und to co�itr�i buildin�; bulk.
Goa15: � Tn ensure tl��t cicvelapment uitid redc:vclo��ment is cai�lpcstible �vith tl�c
clyaracter and scAle of surrour�ciiisb pro��c�•tics to promote ��i�h prop�i•ty �
. va�ucs, u�,aad quality af li#'c, ai�d CQI1S15iC171 �inci ilj]pC�illIl�
appenrances tht'OU��101il l�lC 11C1��l�ql'I10�(I.
OUjectivc U: Estabiisl� setb�ck rec�uiremci�ts cot�sistetit ��litl� dceci resti•ictioiis.
5
5:11'Ipnning qcpArtmcEiIINCQp115LANp i:S'I'A'I�Ei5lresulutiun unJ urdlnun��l'I'es� Amc«dmcnlllEi 'l'A Stal1' Itcpuiti,dc�e
•rn az.a3-r1z
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4bjcctivc d: Arescrvc singlc-family ch�zractcr in tllc Low MC(I111111 Dcnsity �
Residcnti�l �reas by prolz�bit��z5 thc rczartit�g nf lh�s p��o��cr�ty to l���ilti-
family use. . �
Objective �: Develapmen# :�itd redcvclop��ieiit mcist bc coi�sistcnt ���itl� Ihc �uals ai��l
objectives of the IsZand Estatcs Neigl�barl�ood Piati.
D. Buildins Height (pg. 3 of ardinttnce)
_ � In singie-fanuly areas zoned LMDR/IENCOD, buildiug iieiglit shali be li�i�itcd to 3a-
� feet above basc flaad etevation. This proposed regulation does not deviate from tlie
. current Uuilding height requirement of t��e LMDR Distric[. In tt�uici-family areas
� , zoned MDRIIENCOD, MHDRIIENCOD, HDR/IENCOD, and C/IENCQD �nd
. , institutiaial areas zojied I/IENCOD, builciitig �ieight sh�lll bc govcrned !�y tl�e
;.
. und�rtying zaning districts.
Thesc praposed requirem�nts of the IENCOD implemcnt the falio�vin� �oals a.�1d
abjectives of thc lsiand Estates NeighUorhood Plnn. ,
� Goal 5: To ensure tliat devclopmcnt aiid redevclopment is compatiUlc �vitl� tlie
;-.. , , character ancl scaIe of surrounding properties to pronzote l�igl� property
� � values, a�,00d c�ua�i�y a�' Iii'c, and COI1S15tCIZt ai�d �ippealing
, appearances thraughotil the tici�libarhaod.
Objective c: Maintain current city rebulatiozis a�i f�oiizc lici�i�ts.
Objective' e: Dev�lo4�mcnt and redevelop���eut n�ust Ue co�isistei}t with tl�e gozis and
� aUjectives af tlie Isl�nd Estaccs Nei����or�iooc� Plan.
E. Parkin on Private Pro crt (pp, 9& 10 of ordinance)
� The first proposed parking re�;t�lalian is that ii� sin�;le-fa�i�ily are�2s zanec3
,' LMDR/IENCOD, multi-family areas zoned MDR/IENCOD, MHDRIIENCOD,
.�-iDR/IENCOD, and C/IENCOD, parkiii�; on any l:�ndscaped arc�t sh�ill bc prohiUitcci,
� Currently, Code Section 3-1407A.� �llows ane desi�;��atcd parkisib space on the grass
in a required front setback ad,�acent ta the drive�vay locatcd an the property. Thesc
proposed requirements of the IENC�D would nat per��iit sucli .� spacc in tlsc Isl�tiici
� Estates neighborhood, The protection of the existin�; neighboriiood cl��Yructcr is thc
� central conc:ern of Isiancl Estates reside��ts. Thc passibility of vehic�cs parkin�; on
� � landsca�ed areas would detract from tliis i3ci�hborlYOOd, whiclti h�is �vcll mi�iiitiiiized
� and �ttractively Iandscaped �r�pertics.
. Tl�e second praposeci p�irking regtilatio�i �j�plics to tlic m�Elti-fEIE]lily ur�a5. Ic� ii�ulti-
family �r•eas zoncci MDR/IENCOD, MHDRIICNC4�, !-lUI�/iC?NC'QI], i����l
��� � C/�ENCOD, all baats, personal wat�rcr7ft, rccrcation vchicics, tr.�ilcrs, comtncrcial
G
S:11'lpnning OcpunmcntlNCOD1ISl.ANp [i5'i'ATf:Slresulutiu» and ordi�iunc�l'I'crt Amci�amcntllE'E'A Stui'1'ltcpurl,duc .
'I'A 02-U3•U2
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�chicles, racc c7rs, duz�c buggies, fat7n equi��mcnt, ga karts, ATV's or othcr similar
vci�icics sli�ll �c prohibited tn Uc ��irkcd Uct�vcc�� any �sortioi� of thc pri�ici��al
stn�ct�Frc at�d al�y ri�l�t-o .f-ivay linc. Thc te���por�ry p�rkin� of� 5lICI1 YC�11C�C5 1VI1�1111
t11e Front setback sh�ll Ue ��ermiucd far no mare than four (a) consecuti��c �lays na
more th�n twice a montli. Co�;�inercia) ve�iicies ztiay Ue parkeci �ct�vcc.n ��ny portion
of the principai stnicture and any riblyf-o[�way line If OE1SIlC to iiC41VCIy C011{�ElCt
�]ll5ifl�SS Ol'1 trle ]1rC17]15C5. Parking flf personal automoUiles �lllC� ]110101'CyC�CS S�3i111 I]C
pern�itted bettveen any poriian oftlie principal structurc and any ri�ht-oC w�y linc.
Existing Cade Sectian 3-1407 is very similar to tl�is �ropas�t, 1-[o�vevcr, it docs al�o�v
, �oats or commcrcial vehicles mcasurin� less than twei�ty (ZO) fect in Icngth to be
'� �arked in the front s�tE�ack. Ii� �dditian, City Cade Sec�ion 3-1�07 li�Y�its temporary
, � parkzi��; far loading u��Ioading and cleznin� to Ecventy-four hoi�rs, tivo tiri�es per
� moiilh, �sland Estates residenls �rc 5CI15L11VB t0 the !'act that �ii:�ny residct�ts ha��c
boats or recreational vehicles or ot��er equipment tli'at may need ta bc ���inc�c! in t�ie
, front yard on a temparary basis. Tl�e i�ei�l�E�orl�ood is st�ggesting thiit 5l1CJl VCIIICICS
� be permitted to park in the drive�vay for no n�ore than fo�ir {4) consec�itive clays no
� mora than twice a montl�.
T�tis regulatian is anather instance �vhere thc results of tl�e ncigltibarhood vote
somew�iat conflict.: The parlcing restrictions for certaii� veliicles (�11 l�oats, perso�iai
watercraft, rccreation vehicIes, trailers, commercial v�hicles, race cacs, dunc bu��ies,
farm equipment, go karts, ATVs or oU�er simil�r vehicles) �vere a4�proved for m��lti-
family areas in Ba�lot Item 12, but were nat approved for single-family tire�►s in Ba11ot
Item 11. Item 11 received 54.8% appraval anc� Item 12 received S?.3�'/� approv�.tl.
Approving this new rege�Iatian for ane part oftl�e neigEiborizood, btit itot far tlie ott�er
mny lead to an inequity.
Beeai�se oF tt2is con#]ict in ttie votes, the Plarn�ing Dep�trtt�7er�t propascs tl�re� oplio��s
ofhaw to address tliis issue ofcoiiflicting votes:
I) Adopk the ordinance as presented with this siaff rcport �aseci on thc a�proval
oFitems by 51% of the neighborhood �ote;
2} Adopt the ordinance witliout any ne�v provisions for p�irkir�g ii� the {'�•ont
sctback. This optian w4uld defer the parkin�; restrictioils to lhc existiit� eode,
..� �, � wl�ich allows boats and cammcrci�l �ehicles nat exce�ding ?0 fcet ii� lengtl� t4
� be p�rked in the fro�z� setback.
3) Adopt the ordin�nce �vill� the addition of t1�e p�rking rcquiremcnts for sin�;ic�
family arcas in additifl�i to n�ulti-family areas.
The Planning Dep�rtmciit recommends optian 3 for sevcral rcasons. �i�•st, approvin�
the regulation far a!1 residential areas, rathcr ihan just one, is equit��blc. Seconci, the
intent of the regulation bas�d oi� pi�bfic sentimcnt at the ncighUarlfoac� plsuziiin�
meetings, was to maintain tliis eliar�cter throubhout tlie ei�tire nei�Fi�orl�oacl. T}�i�•ci,
7
S:IPtnniii»g Ucp�nmcntllrCOU11Sl.ANU CS1'A'['G5lresult�tion und c�rdi�iaiic�sl'I'cxt At�t4nd�ii�»lllli'rn si:,it'ti�>>��r�.����
'I'A U2-U3•U2
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. ke�pi��� thc rcgulations similar thra�tgh o�tt tltic ncigh�orhond reciuccs thc cl}ancc of
. confusian �nd i��cot�sistcizcy in administi•�tion. Finally, tl�e il�)�)i'0�'�i� OI� IlCi7l i 0 oii
� � t}�e b�tlat, whiel2 pra��#�its p�rkin� an landsc�i��cd are��s, c3c���onstr�te that th�
' neighborliood supports strictcr parkin� reg�ilativns. , �
.. , .
These proposcd rec�uirem��lts of t�ie I�NCOD itnpletnci}t thc fallawi»S �oais .�ttiif
objectives af tiic Island Estltes Nciglibar��aod Pi�il.
Goal A: Ta maintain, im��rove, and promate �iigh stand�rds of �ra��erty
� niaintenance on puUlic and private property.on Island Estates in,order
ta ensure an attractive ncigl�borhoad appearance.
Objcctive m: f'romote ifie enforcement of the prahi�ition oC parking oii �rassy
niedians a�id cul-cie-sacs.
Ob,�ective a: Proliibit p�rmar��nt parkin� ot` bo�ts, tr�iters �nd r�creztio��:ii vel�ic�es
outside of �arages. �
F. Fences (�p, 9, ] 0, & 11 of ardinancc)
In singie-family areas zoned LMDR/IENCOD, multi-family nreas �ai�ed
MDRIiENC0l7, MHDRITENCOD, HDRIIENCOD, a�1d GIENC�D �iI1C� 1l1S11l1it1011�I
areas zai�ed UiENCOD, fences shali ��at exceed G feet in l�eiglit bet�veen any portioiz
of the principal structure and any side lat lii�e, In ��ddition, ali fences �et�vccn the rcai• "
building setback line and the seawall shaIl Ue nan-opac�uc {sec-throu�h.) Thesc arc
current regul�tions in tlie Community Developnient Code but fiave bcei� c�Ije� otit �is
being specifically important to tl�e residencs aClsla�id Estates.
In additian to tl�ese regul�Eions, t��cre are Ewo fence regtalataons tl�at tvei•e not
supported by the neigliborhood vole. Tlic neigh�or�iood did not s«ppart Ballot Item
13 that wauld have rcquired ai� fences to be restrictcd from thc fro�it y�rd. Tlze
nei�hbarhooc� a�so did not s�ppart Ballot Item 1 S, zahicl� rec�i�ired fences in t��e re�r
yard for waterfront properties ta !�e limitcd to 3 1'eet (ar 4 feet Por y�►i•ds �vitli �ools.)
The pravisions of Ballot Item 15 are nlready in tl�e c«rrent City fence re�ul�tioi�s;
therefore, propeMies will llave to comply tivitli this regt�la�tio�i even t��ougll it is �iot
included in this proposed ordiFiance. ��
This proposed requiremct3t of t��c TENCOD implcments thc fallo�vin�; boals anci
objeetives of the Islanci �statcs Neighborlioo�i Plan. �
Go�12: To m�int�in safety, vie�vs,' acccss, and w�ter qtiaZily alo��� thc Isl��nci
Estates waterfrflnt. �
OUjective a: PC�S�t'V� �N�1tCT Vll:WS �y C�StI'lClill�; lI1C �1Ci��1lS DC (CI}G�$ a���l structtEres
in tt�e w�terfror�t yar� anc� by ma�nt�iin�nb cstal�lis��c�cl si�lc• l���il�li���
setbacks, rear building sctbaGks aiYd site iri�n�ies.
' 8
S:li'lanning Dcp�otmrnt1HC01�11SLANU CS'f A'P�51res�lullun a»d ordinacu�sl'1'c�ct Amei�drnrnttli3'I'A S�atl'ltcnuil.�luc
�r� c�2-a3-�?
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Goa14: To maintai�l, improvc, ant� promote hi�l} stiill(I,ii•ds af praperty
iiiaintenancc on public :tnd �arivate �ra��crty on Islartd Estates in orcicr
to ensure an �itractive nci�h6o�•hoad ���peurancc.
. Obje�tive a: Maintain existing hei�;lft limitation for all fcnces.
Goat 5; To ez�sure that development azid redevelapment is compatible «�ith tl�e
char�cter and scale of surrounding �aroperties to pran�otu high �ra�erty
; values; a�ood quality of life, ��nd coi;siste��l ai�d appc�lin�
appearanccs tl�-augi;out the ��eigliUarl7ood.
Ob�ectivic e: Development a��d redevelopment must Ue consistent �vitl� ki�c �onis �tncl
objectives ofthe Island Estates Ncibl�borhaod Plaij.
G._La�idscanin� (pp. 9,10 & 11 ofordinance)
The �rst proposed reg�ilatian for landscaping is tli�t i�i sin�lc-family �rcas zoticd
` � LMDRITENCOD, mu�ti-�amily are�s zoned MDRIIENCOD, M�iDR/iI:NCOD,
HDR/IENCOD, and CIIENCOD ��� institiitional �rc�s zot�ed I/IENCOD, i2se of
, gravel, stones, cinders and atl�er simiiar material in any yard stiall bc prol�ibited
` . unless inc�uded as an integral, but minor, eIement af a landsc�ping pl�tn. Tl�cre �rc
c�rrently no regulations , regarding tt�e use of gravel, stones, or cinders far
landscaping.
The secand proposed regulation for laiidscaping is tlrat in tltie m�t1Ei-family areas
zoned MDR/1ENCOD, MHDRIIENCOD, HDR/IENC�D, and CIIENCOD, 25% of
lhe �rea bet�veen any portion of tlic principal structure and any right-af-�vay line sh�il
be landscaped. The Cammii��ity Development Code has Impervia�ES Surfacc R�tio
req�urements for a19 properties in t11e City. Ho�vever, the requiremeiit for �crceitit�ge
of Iandscaping would be unique to isiand Estates. The Land Development Cod� in
effect �rior to the current code included � similar minin��tm landsc�ping perc�ntage �is
proposed in the IENCOD pravisions.
Tliis.regulation is anQther instance where there seems to l�e a caitlict in ho�v the
neighborl�oad �oted, �'he third inslanee of inconsislc��cy includes Eallot Iterns l9 and
Z0, The landscaping reyuiremci�t far a certain percentagc o!' tlic Fi•ant ys�rd to be
landscaped was approved for multi�f�mily are�s in ltcm 20, btit w��s not �t�}�rflved for
sing�c-family arcas in item 19, item 19 receivcd �8.7% ap}?roval �tnd Itcm 2{�
received 51.9°/p appraval.
�� Bccause of this co��flict in tlye votes, khe Plannin�; Departmciit pro�oscs thrce optiaiis
of how to addr�;ss this issue af conflicting vates:
1) Adapt the ordi�iance �is prescntcd �vilh this st�iff reporl based o�� Ehc a���rav�tl
afitems by 5I°/u oCtilc nei�;l�E�orltood votc;
. � , .
S:1!'lanning Arnurin�cnllNCOn�fSLANt� f:S'1'A'!�L•51r�solulic»i ni�� ordiuunrcal7'cxt Auuutlmcnt�ili'I'A StGll'licpU��.+1ut ,
•rn az-oa-oz
� �llh'�w� . .
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2) Adopt the ardin�nce �vitiiout ti�c ��ropascd re�ul�;tioi�s for �i rcc�t�ircci
percent�gc af l�ndscapinb in tl�e froni sctl���cic ii� �ny ar�.i ar tt�c
tteighborhaotl. This option tvoulc! cemove Ille rcq��ircmcnl for multi-1'atnily
areas. �
• 3) Adopt the ordin�nce �vith tiie pro�osed rebtilations tor .z rcq�iircd pei•cec�t���c
. of landscapin� in the fi•asit setback in �ny �rea of ihe nci�hborhood, 'fhis
�� option requires 35°1n of t�ie front yard in si�ti�le-family �treas to be landscapeci
and 25% of the Fronc yard in multi-family areas ta be landsca4�ed. ,
.�
f i�
' The Pla��ning Department reco�Zimends optian 3 far several re�sons. First, appravii��;
� the regu�atian for aIl residci�tial areas, r�tlier tha�j just ane, is equitai�lc. Secar��, tlic
intent of the regulation based on pubtic setltiment at the nei�hborl�oacl plan�tii�g
meetings, was to maiiltain the cliaracter of the entire ncighborhaod -- t�ot jttst
segments of the �ne�ghborhaod. Tl�ird, kcepir�g t��e reg��lations simil��r throi�gh out tlye
neighbarhood reduces the �chai�ce of confusion and inconsistency iii admiiiistration.
Finally, t�ze approval of Itent 18 ott tlie b�llot, wlizclti pro�iibits g�•��cl or stone yards,
demanstrates thal, the neigtiUorhoad supparts more and �etter �andscnpin� standards.
These progosed requirements o#'the IENCOD implemei�t tl�e foliawing �oals anci
objectives of the island Estakes Neig��barhood Plan,
Gaal4: To maintain, improve, and pramotc �iigh stai�dards af property
maintena�ce on publ�c ai�d private �roperty on Island Estates ii� ordcr
, to ensure an attractivc neighbarhaod a��ear�nce.
Objective f: Prohibit new �;r�vel, rock or cindcr yards in order ta »��tiit�taiit .z
landscaped uppc�rat�ce t��rougt�out thc ��el�tzboc•t�oacl, as �vcl� �rs el�s�ire
. proper draina�;e within the �iciglit�orl�ood.
, Objective g: Maintain certain percentage of v�g�taled landscapisig in froi�t yards ii�
� . order to preservc a landscaped appcarsincc tiYro��gllo�it ' tltie
� . neighborl�ood.
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:.,,
Goal S: Ta ensure thal development and redevelopmetit is comp:�tible �vith tl�e
charactcr and sc�le of surro�mdinb properties to �romote high pro��crty
v�lues, a gaod c�uality af lifc, and consiste»t �uid appc<<lin�
��?pCAI'AZ1CC5 �IICOIi€;�10U1 lI]C I1Cl��l�lOC�i00[I.
Objective e; DeveIopment ui�d redevclopmcnt must be consistent ���ith th� �o71s �uid
, objcciives af ttie Isl�ujd Cstzitcs Ncf�;lst�arhood P�ttt3.
. la
5:11�lonning Dc�urtmcntWCO[]11SUIhU CSTA'I'lsSlresulu;Iqf1 a111I UC�111qI1C45�I'cxt Amcndm�mllli'I'A Slull' Itcpurt,dur
•rn o2-o:�.u2
t
1,.
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. ' . .'�,� y} . ' .
H. O�itdaor Stora e(pp. 9& 10 of orciiii�iicc)
T1ie storagc af commercial fis��ing ar�d crabbing cc�i�ipmc»t s��111 bc prohil�itcci
�� outdoors ou any residenti�l property. Pcr Cily Cocie Section 3-1502 G., outdoor
�. '� storage is �enerally prollibitcc! on residential lots. Isla�id �states resi�lents li��vc
•,. chosen to specify fishing and crabt�i��g ec�uipinent as prolsibitcd types aC outdoor
. ' starage, •
�� This proposed requirement of the IENCOD implements the follo�ving go��s and
nbjectives af tlie Isiand Estat�s N�ighUorhood Plaii.
Goa12: To maintain safety, vie�vs, access, and �v�ter qua:lity alon� the
Is(and Estates waterfrant.
-� : Obj�ctive a: . Preserve w�ter vie�vs by restricling tlle hcights af fences �ncl
� . � stn�ctures in the waterfront y�rd �nd by ��7aintaiF�ing est�iblishcd sidc
' . . � � builciing setUacks, rcar l�uilding setbacks and site trian�;les.
. � Objectiv� b: Rescrict the docking of commerci�il baats 7izd thc stor�ige of
' ' , � . • ' � commercial �si3ing and/or crabbing eqtiipntetit on resic�c�itial
: waterfront property in order to preserve tl�� resid�ntial ch��racter ol'
" . . . � thase areas.
�
Goa15:, � To ensure that development and redeve�opment is cam��atii�ie «<ith
the character and scale o�' surroundiug �roperties to promote higii
praperty vaiues, a good quali[y of Iife, and con�sistciit a�id appealis��
appearances thrau�l�out the neighUorhaod.
3. Camp�iAnce with Proposed Development Sts�ncl,�rc�s
All new construction must be in cam�liance �vith the provisians of the Isl�ti� Est�tes
Neigl�borhood Cons�rvation Overlay Distric�. Any existing lcgally permittec3 eise, lot
size, setbaek, building heigl�t, fence, and iandscaping in accord�lllGC �vith tiie
development standards set farth in t�ie overlay district wil� bc cansidered a Iegal
nonconforming use and may coi�tinuc to exist �nci i�c m<<intaincd as allowecl l�y �lic
Clea�rwater,Cvmmunity Development Code. �
Any vchicle parked in violatian af the standaccis established in 1��e ovcrlay clist�•ict
� (pArked on landscaped areas or s�ecific vehicles parkeci oiitside af �� baru�e), ancl ��ny
, commercial fisiiing and crabUing eqitipn�cnt stos•cd isi viol�itian nf thc slanclarcis
(stored on residentiai property) sl�all not Ue considcrec! � 1cbt1l I1011C4IlI0CIZll11� LISC .�nd
must comply with.tl�e overlay disErict requirements.
� ll
S:Il�lunning �cpumncntl�VCp�11Sl.AND 1:5TA'I'[:Slresulutio�i urtd urdlnun�csl'1'cxt Antctidmetr111F.'fA Stuil' �tc��ult due
� "I'A 4?-U3-UZ
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4- . .
4 � ' � ,
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' CRITER�A FOR TEXT AMENDMENTS:
Cocie Section 4-6Qt specifies t�ie �7roecdi�res ana cr•itei•�� fo�• i•c�icevil�� lc�� ��mcrirl���cr�ts.
Any code amendment must compiy �vith the followin�,
1. Tl�e pr�posed amendment is �ons�ste�it tivitl� :�a�d furtlte�•s tl�e ga.ils, policics, :lI1fI
objcctives nf t�ac Compr�iicnsive Pl;���.
, � Bclow please find a seIectea list of goals, �bjectives �nd.policies from the Cleai�v��ter �
�� ,'. �, � Comprehensive Plan th�t arc 1'ii��ttiered by tlie pro��osec� amcttdmc�its ta tl�c
Community Development Cade: � ,
; � �Goal 2-� The ' City of C[eanvater sFtali utilize innovative and t��xii�le
�' ' � planning �and. engineering practic�s, �nd ii.ban design standarcls in
.. order . ta p�•otect historic resourccs, ensure iieigi�borhooci �
' presarvation, redevelop t�l��l3ted areas, and enca�ir�ge inGll
: � deveiopment. � �
a
�.� Policy 2.2.1 -- �n a continuing basis, tl�e G�mmunity Developmci�t Code �nd thc
� ' site plan approva! process shall be «tilized iil promoting infill
. ` �, . deve�opm�nt and/or planned developments thnt �re comp�itiUle.
�, , T��e proposed IENCOD is an innovative concept tliat �v�s specifically created to
ensure neighborhood preservation. The �rovisions included in t1�e proposed IENCOD
� require that infill and redevelapment is cansistent and eompatible �vith tlze cxistiiig
character of the Island I�states nei�hborhood.
2. The proposed amendmentsfartl�e�• the �ur��oses of'the Comm�inity DevcloE�ment
Cor,le �nd ott3cr City vrdinanccs �xid actia�is desi�ned t� implemerrt th� Plzn.
The. proposed text amendments create the developmeirt standards for the island
... �� . Estates Neigt�borhood Conservation Overlay Districi. Tl�a proposed amendmel�ts �rc
: , cansistent with the following �urposes of tiie Code, �
�' Section 1-103.A. - Tt is thc purpose of tiiis Developmcnt Cade to implement thc
.� Compr�heusive Plan of the city; to promote tlie he��th, safety,
� . , general welfare. �nd q�tality af life in the city; to guide t�ie
, � . orderly �rowtl� ,and cie��eiopme��t of tlie city; ia estilUll5�1 CllICS
� � , of procedtires for jmld dcvcla�ment ���pro�als; to e�3hance the
' , � � chnr�cter of the city and the prescrvatian oi neigljborhoads;
� � and to enhance th� qu�lity of life oF all resirlerits and property
, � ` � � - owners af tfie city; .
12 �
. 5;11'lumiing E7rgnrtmentWCOU1ISLANp C5�'A'�'liSlresulution und urdinunresl�j�C%1 Alill'I1lltlll'III�IE: �I�l� 41at1' ltr��ort.duc
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Scction.l-1Q3.B.2. - it is thc; �tEt��ose of this C'ontmtiz�ity Dcvclo��il�c��l Cocic to
, create v�luc Cor its Cltl'l,CI75 of thc City ol' CIc�u7v,�tcr by
ensurin� that dc�lelopmciit .�nd redcvelupmc�it �vill iiot havc a
�ncgutive 1111p�Ci on the val�tc of surroundi�ig propertics a»c{
� �vt�erevcr praciicable promotizi�; devc:lopme�st anc�
redevelo�3ment whieh will etihat�ce tlye v�lue oF siirrounciing
propertics;
Section 1-iO3,E.2. - Protect the charactcr a�id tlie social aiid economic stability oi'
. all parts of tl�e city t}�raugl� the establisl�met�t of rcasoi�►1�}�C
standards �vltiic3i eiicourage ti�e arderly a��d Ue��eficial
development of iand �yithin thc city;
Section 1-103,E.3. -�rotect ai�d canserve the v��lue of Iand thraugl�out the ciiy and
the vali�e of buildi��gs �i�d improveinents u�an the 1�nd, �nd
n�inimize the can�licts aino�ig t��e uses o�` land �n� buitciings;
and
Sectian 1-103E.8. - Establish zo�iing diskricts of n sizc, typc, lac�tia�� ����d witll
standards ihat reiiect tl�e e�cisting and desirabic char��ctcr•isEics
. of a particular are� witl�i�� the city.
SUMMARY AND RECOMMENbATI4N:
The proposed am�ndments are consistent with lh� Comprehensive Plan an� the
Comrnunity Dcvelopmenk Cade. Tl�e amendments will provide the residents of lsl�nd
Estates additiar�al development standards tliat �vill protect the ciiaracter of the
neighborhaad. The IENCOD will rec�uire develapme��t to be eonsistent �vith e�cisting
cievelopment patterns and property maintenance standards cotlsisker�t wilh prevailin�
neighbarhooa standards.
T�ie Planning Department recomn�cncis APPItOVAL af Ordinanc� No. G98I-02 tiiat
revises the Community Development Code and estaUlishes tl�e Island �states
Neighbarhoad Canserv�tion Over�ay District, with the following additians and revisions:
1. Revise minimum side s�Eback for aceessory siructures from S�'eet ta 7.5 feet.
2. Add a rec�uircmeni specifying t1�at in singie-family areas zoned LMDRlIENCOD,
all boats, persannl watereraii, recreation vehicles, traiiers, commercial vehicles,
rac� cars, dune buggies, . farni equipment, go karts, ATV's or othcr similar
vehicles shall Ue reyuired ko be parked in a garage. The teniparary parlciii� oF
such vehicles outside af a gar�ge sliall be permitted for no morc tli�n f'our (4)
eansecutive days na more than twice a manth. Commercia� vehicics muy be
pArked outside of garages if onsite to actively conduct business on the }��•emises.
l3
, S:1I'lurrr�ing �1c�artrticnll�ICQDllSl.ri�n CSTA7'�Strrsulucion aru! w�lirioticcsl'l�xt �rTtcndmrrtiFlts TA Slul?'f�a•pvr�.dnc
,rA o,��3•u,
� . ' ' � . ! '. ' ' � . ' . . . . . �w�wnw�wr��� . 1 .
I � . . .
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, . . . . • . . � .. .
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..,, �� � P�rkitig afpersona} automobilcs anc� n�o�orcyc;es shnl! �c p�t•rn#itcc� o�,�sidc of ihc
� � � : , gAragc in a drivc►vay, .
' � �. ,.� 3. Add a rcquirement.'spec}fyiztg that iiz siz�blc-f�mily are�s zoncd LMDRIIENCOD,
�, �� �",� , 3S% of tize �re�t bet�vecn any partio�z af Uic �rinci�al strtictiire and a�1y rigl�t-of-
, s � � � way 1i11e sl�all be l��idsca�ed. . ' . , .
-,. � , . - � .
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' � .. ' . �. Prepa�ed h}i: Lachen Wood . . ,
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� � � ATTACHMENT; � � ' � , �
: ' . ' , � ' Proposed Ordinancc�No. G9$1-�2 , � , . . . . �
� . � , � ' . Balloi Package . . .. , , . ` .
� . ,Ba�Iot T�lly � . , . � � . �
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, . � 5:11'Ianning Uc}�artmc�nWCODIl5�.ANU G5'CATI'sSlresalut�on uiid ardinuncwl'I'cxt Anund�nent111i'fA Stufiltcpuri.duc
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— _._... . . ���
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March 13, 2(l02
Uear Island EstAtes Property O�vuer,
In May 200,1, the lsland Estates ricighbarh�od bc�;an plannin� fnr a�lei�;hba�•lzoad Cnnscrvation Overlay
District (NCDD). Tf�c purpose of thc NCOD is to preservc and enhancc the charnctcr of thc neibhborhood and
ensure th�t uny ne�� devclapment is consistent �vith the exislinb ct�aracter of Island Est�tes. Throu�;h � series af
public mcctings; thc residents of Island Est�tes devclnped � iieigiiborhood pIan as well �s a list of de��elopmcnt
und property maintenance re�ulations designed tn protcct the health, safety, �vclfare and c�u�lity aF lif'c af the
nei�hborhood.
� One of t�tc: final stcps in the Isiand Estatcs NCOD planning pracess is a neighUorhoad ��oll to cictcrriiin�° thc
pro�flsed dcvelaprncnt ant� property maintenance regulations. The results of thc ��ate ���il! bc provic�eci to tktc
Cammunity .Development Board and tlie City CommissiaR for consideration when revie�ving the proposed
� re�;ulntions. Developmet�t standards �vith Support af �t leasE fiRy-one (51) perccnt of the vates cast �vil� be
' for�vardeci for consideration. Please refer to the enclosed "Comparison oF Proposed Islanc! Gstates NCOU
: Rebulations and the City�Deveiopment Cade" far inFarmation,about the praposed c�unbcs. rdi�y c:�is•liirs legcrlly
. perrr�fr�er! rrse, !01 s�ze, sethack, brrildi�rg lrerght, felice, Iarrdscapiirg uud crlry e.ri�trrrg rlrechcrriiccr! erJiripirie�l�1,
d�ulrps�el• or lrasli r.orituiire�rs �ru1 screerterl iir accvrda►tce tivith tlre rlevelnpnterlr stcriidards ii� rlic� C11rL'1•!ay dis�rict
� fv111 be coltsider•ed u legal no�rco�rfor�tlity nrrrf niay co�tlr�t:re to �rfst arrd l�e r�raiirlrrii:ecl as allotii�ed by tl�c�
Clear�svater Co�rtrrliurity D�velopruerrl Code. �
�nclased with this Ietter yatz will find:
I. A rtference map distinguishirig the singIe-famiiy areas f'roni tiie mu�ti-famiiy a�•cas (p. ?J;
•� 2. A tab�e comparing the proposed regulations to thc existin� City Commu�iity Devcfupmenl Code {pp,3.�});
3. A two-sided b�llot with prupascd development rcbulatians on whiclY to vote {����, 5-G); and
4. A sclf-addresscd, postage-paici envel�pe for ballot return.
nallots Are being sent to property owners of each real property �s listed an the 1'roperty Ap�sruiscr's tax i•oll.
Onc vota per property �vill be talZied. This is a line-item vote and eaci� item �viil bc t�llli�d sc��ar��tely. Vatc
eitl�cr "FOR" or �tAGAINST" �n response to euct� issue. Mai�e u►r�ark in the box directly belo�i� e13t� chaiec
you huve selected. The most appropriate mgrks wou�d Uc an "X," a check mark w• tilling i�1 c�!' the Ua:c.
Ap}�rapriate cxamples; � �-�y �
U
Votes must be murked clearly. If votcs are not marked alearly or if thcre �rc marks in morc than onc box for
e�cly issuc, no vate �vil1 be tallied for that item. If un iiem is left unanswereci on a ballot, no vate �i�ill be tallied
for thAt item, but ��I other eligi6le marked votes wi�l be counted for that ba�lot.
Pl�ce thc completed tiallot in the enclosed self-Addressed, posta�e-�aid envclope labeled "ISLAND ES'TAT£S
BAL�.OT." 5e�! the er�v�lope and m�il it ta the City af Clear�vater 1'lanning ❑epartment. ' Ballocs returned tlYat
�re iiot enelosed in this provided envclope will ��at �e couitted. No copies uf bailats �vil] Ue utic�ptcd. '1'lie
bnitot must bc returned or pastmnrkccl on or before Apri15, 2UO2.
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'i'��c results �vill bc t�v�tilnblc on May 1, ?UOZ. �'Iccisc cont��rt the Cit�� ol' Glc�ir���c�t�r 1'lit�t�lin�, Dcp��rtmri�t ��l
. 7.�.7-SG2-4539 or iook onli�ie nt "httr;//w�v�v.cic�r►���ter-f7,rom" for results,
Plcnsc dircct qucstions to Zochcn 1Vood, I'17nner, nt 727-5G?-d539 oE• Gin� Clu}�tott, I_oi��; R�tirz�.c f'Ic���niri�
Mnnng�r, �t 727-5G2-45$7. Thaiik you f'or ya��r }�nrticip�ttion in thc Isl�utd F.st7ccs Nci�l�horlw�i�� I'Inu. �
� Sitzccrcly, . ..
' � City oiCle�r►vater, Plnmiing Departincnt
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To Memarlal
Causaway
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COAIPARISON {}F �'ItOPOS�U 1SL.ANU �STA'I'E;5 i�iCOU 1tl:Ci}1,A'TtOtiS �` 7'Illi C1'I'Y l3[:VE;1.OP,�II:ti'�' ('OU1:
,;. 1; ' . ' .,
Any exisling Ir�nliy prrmHlyd usc, lot sizc, setbuck, �ulltiing lici�;2i1, fcucc, f�rttlsrstping si�itl �t�iy c,►istiu�; mrcl�unircti rqulpn�cnt, dun�psler
nr trush contnincrs not scrccncd in �crnri3ancc �i�itl� thc dc�•rlupmrnt sli�nd��rds �ct forllt iu tlic o��rrlu�' tllytrlc� 4� ill l�c cuuyidcrcd �i 1c�;nl
nonco:tforrnity und may COIIIIfIllC i0 CXISR A(3l� �fC 111AIt11AI�1('li i!5 ilIId51'CfI I)y the Clciir�+�ntrr Comn�untfy� �lcvrlop�itcnt Cu�lc.
1'RdPOS�p RCOU itEGUL�i7't0�'S I:XIS'i't1tiC r:l'�'�' CU�Jf: fif.CU�.�t'1'f(),1S
. Si�}glc-fniitiiky d��cllings (i�icltiJing ro�nmu��ity
E3riltof itcm 1- PcnttillCd Uscs 5i�glc-fumiEy d�vcllings (including cnnmu�+�i�y rrsidcnliul �tu�ue:s �viU� �ip to G resi�Ecnis}, u�llity/
for Singic FumiEy Arcus residrnlia! hatt�cs �►�itl� up to G residcnls} and infi•ustr�icture t;z�ililics, utt�chcct d��'CIIIII�5,
utilitylinf'rsrstruci��rc fucilitics, scitioofs, no�i•residcnti,�l off-strcct parkii�b, �md
' �urks u�td reerru�ioii iucilitics.
Eiullot Itcm 2- Minimum [.ot 7,500 sf S,Q00 sf
Sizr for5in Ie f�prni! Areas
Building Sctbacks I'nr S�ngjc-
far��i[ Arcus
Princi a! Strudtures �. . � �
Bnllot Item 3- Front � 25` ZS'
Bnllot ilem 4- Sidc 7.S' S'
I3�llot Item 5- Rc�r no��-�vntcrfront - I S' nan-���alcrli�ant - I S'
�vntcrfront - 25� - 1f AdJRCC1ii 5lCUCIlirC5 IiCC Sl'i A� ���ncrrfro�it - 25' - il'i+djncrnt stnicttirrs are sct cit
20', thcn rc uircd sctUac�: is 2Q'. 20', thcn rc t�ircd setback is 2Q',
ACCesso � �.Stnictu�es ': � ,�_ :. . .�`� � (includinb ool cnclosures)
Sullut Item G- Sidc 7.5' 5'
tiullot Itcsn 7- I2cnr I D' f U'
A�iy pnoi cxrccdiE�g i' in licigltit abovc gradc slzall
iiullot Itcut 8- Elcvutcd 4'ooEs comply ���ith thc rcc�uircd reur sclback for thc Su�iic rcc�uircmcnt - thrc�ugh Esolicy
rinci ul structurc.
Ruflot Item 9-[3uiiding Hlcighl 3�� ubovc thc b�sc tlood cicvution 3D' Ubovc th� busc 11ood cicvation
for Sin lc-Fumil Arcas
l3allot Iccm 10 - Pnrking on �urking o�� any landscuE�cd urcU shull Uc Allo�vs I rur to bc ��urkcd on l���vn ncxt to
L.u»dscnpcd Arcus !'or r�lf Arcas rohibitcd. drivc�vu ,
Ail bouts, personul wulercraii, rrcrcatini� vclticics, f3outs iu csccss of 20 tl, huulitib trailcrs, rccrcaliunul
trailccs, commcrcial ��cl��cics, rucr curs, dunc bugbics, ��cl�icics, truvel truilcrs, matar I�omcs, cumpicib Iruilcrs,
� futnt ec{�ips�c»t, ga kurts, A'TV's aratl�cr si�:tilur srt��i-iruiler trurks, �l11}' C6Jl1111L'1�1JJ YL'IIICII' SU3 L`YCC55
vchicics shcill bc rcquire�! tn Uc arkcd in u�sir;� �c 'i'he uf'ZU Il Irngth, 7 ft �viddi, ar seven Il h�igh�), r;�re curs,
Ii��llot ltrm 11 - f'�rking uf tcmporury parking of such vchicics outsidc of u guragc du�ic buggics, fumti rquipuicnt, go F:w•ts, A'f Vs, ar
CCrtuin Vchicics for 5in�;1c- sltup bc perniincd for no �i�orc �h��i faur (4) olhcr simili�r vcliicics s1�,tll not bc m�rkeJ ���iihii� nnv
famiiy Arcus rot�sccutivC Cliijr5 ffU fiTOiC �ililti 2tY1C� i! �iTOli��i. LZuirr�l Fra��t srlbi�cl:, C:a��u���rcis�l vrl�iclrs �l�iri3�g tl��
Co�t�mcrcial vrhicics muy Uc puikcd ou�si�lc of giuubr� uc�uul perfannu�icc oCu srrvicc u� tlic prcmiscs is
if ansitc to uctivcly con�3uct i�usiness ati Ilic �rcmiscs. :�lla�vc�i, l.oa�linglu»luu�li�i�;� rleut�irtg of viliicics
Pni•klrrg ofpersorin! nuroluoGiles r�r�rl +irarc�re�rles ulla+vcd prnviac�f campletr�! �vitl� C hotirs t�+�icc s►
sJrrrll6cper�►ri�rerfouts•irErnj�lrrgcu�u�c�i�rrrdr•f�+e�i�rrj: ���ot�tl�,
A11 bouis, pe�sanul «�ulcrcrufi, rcercation vchicles,
truilcrs, cont�ltcrciul ►�chicfcs, rurc curs, clunc Uugbi�s,
f�nn cc�uip�uci�t, go kurts, A'I'V's aratl�crsintilur l3ou�s iit cxc�ss nf'2U li, Irniling u•uilcrs, rccrcniiunal
vchiclas s1�s�l1,�i �, nroliibiled �o bc ��urk��! bchvccngnv vchiclrs, �ruti•cl �ruilrrs, motor liumcs, rcu��piiig tr;►i[crs,
norlio�� �L114 prii�stl slr�elurc uiti�!_�i},y rigl�l•ol=wuv sti►ti-Iruilcr �ruCks, iu�y cummcrcial �•clii�le (m c���ss
'�ir. 'f`!hc tcmpnrury purking uf sucl� vcl�ic�cs �ti�itEiin al'ZU it Ici�g�h, 7!4 ►vic�di, c�r sc�-�i� t1 f�ribht), rrut c�ir�.
13ullot itcm 12 - 1'urking of tl�c front sclback shull bs perntillcd for �io inurc 11tun �lru►c buggics, Curm cquipinen�, gu karts, A'i'Vs, ur
Ccriain Vchicics for Multi- four (4) ronsccutivc duys,io morc ihun t�vicc a mo��di. oihcr sintilt�r vchicics sbi�ll »at uc �irkc�l �ti�iih ic�_►�ny
fumily Arcus Co�tlntcr¢iul vchicics muy bc purkc� bct�vccii uny �uirc�i fracii 541buck. Cc�mn�crciul �'�hicl�s �lttri�ib t1►r
poriian oftfic principul structt�rc auJ i►i�y rigl�t•af ►vuy ucluul p�rforn�slnCC pist scrti'irc ui �lic prc:t��is��y is
iinr, if nusitc to aciivcly cunduct busi»css o�i tl�c ullo«�c�l. Lou�ling/unlou�ii�tbl rl�uning of vchirirs
prrmisrs. r��„•�r,�� �f���s����,r �„�r�„���r�rr�s ��►,�l ul�owe� j�roviJr�l compl�ted �vi�h G hut�rs t►vice ��
u�afv�rprlrx sl�ii�l h�� perutluerf G��f���r��u nr�p pvr7dur� oj muutlt.
�Itc� pr•lrtcl��nlsurrcnu�,� r�ttd air}' ��iblu-af-���uyliiu' lit a
nrive�f pa�,tlr��,� rae.�u. , '
�' �
COi11PA1tI50N OF PROP05L'D ISLANU �57'A'1'[:5 l\'COU EZE:GU[,r\'1'IUNS &'I'114: CI'�'Y 1)1�.1lL'sE.O�"111:1'I' CUUF;
.\��y exlslireg Ic�;c�lly �yrroflttcti usc, Zat sixc, sclunrk, vuilclin� lici�;l�t, fciscr, A1111�5Cll�lEli�; 11111I ililj' l'Sltillll�; llll`l'IINIIIC�iI [4�UIjlllll'lll� tluutprtcr
or trash rnnt:�iners nol screened In i�crarcinzice ti►•ill� �lic de��cln�>n�ent slstt�d�trds set Corlh i�► II�� u��crin�� clislricl +� Ilt be eontikdrred si le�:il
nUncanformlty nnd may cnnf3uur tu cxlst and bc tsiuintnincd �s ul�n��c�l b►' Ihe Clcsir�ti•alcr Cuu�iu�mit�• l)c�•cluE�nicnl Cudr.
PROP(?5ED NCOU EtE:GUl.,1'['IO�iS i:\IS'['1f�C C1'I'1' C()UI. Itl:CU1.,1'I'I()\5
F���ccs far All Arc�s
1�Ullot Itrm 13 - rr�n� r�cnccs ��I Icncrs sl�all �r prol�ibitc�i �ct�vrcn ony ponion nf n�����,s 3' ii���cs ii� I'runt ,uicl cc�E•ncr si�ir �rds.
thc nri�icipu) sinicturc una uny right•of•�ruy li����. 5`
iit�llot iteni 34 - Sidc Ccnccs �rnccs shull �iot czcrccl G I'cnt in l�cigltil Uct�ti�cen uny AElu�vs fciiccs it3 tlic sidc y:�rd up to G I'cc:t ii�
portion nf thc pri�icipul struclurc an�1 uny si�c !ol linc. Iici�;ht.
f�or cvu�crfront praperiics, fcuccs si�;�ll aiot rxcer�t 3 1'r��ccs i�2 lf�r rcar yl�rds u�i�lEinb !bc +vutcr i7�iist
f3�llot Item 35 - Rcur Fcnccs fcc! in hciglit �ctwccn thc rcur bi�ifai»6 sc�Uu:.k lina not rxrcc�# 3' in ltici�;ltt ar 4' in hribht if ciirlasin6
und tlic scrti�•ull. �f �hc fc»cc c�tc�oscs u poal, 9t mu}� bc ti �yool. Fcncc i�i rc;�r yc�rcks nnl iibutting ihc watrr
4 fcct in hci�ht. ma bc u� to b' in hci �I�t.
nitllot {tcut jG - Rc�r renccs ��� Ccnccs bchvccn Ihr rcur buil�ling sctb�ck li�ic uiid Ccnres in ti�c rc.�r yards ���uuing thc �vnlcr must
tiic sc��vull shul) bc non-opaquc (scc•tl►rough,) be no��.opaquc (scc-iitrough.)
Ai� rrusl� co�,cuincrs, Jum��strrs s�nd mrcl�unicul
cquipmcnt sl�ull bc screriircl fro��ti tlic rights-oE=u�ay,
udjuceitl property u�tc! th� ���utcr. I'ruvisio�z shstill upnl}� r111 dumpsters :�iid ���crlianicn] equipment sli�ll be
[3ultot item 17 - Scrsc��inb For to nc�v conslruclion. If i�itprovc�ti�cnts urc mudc to �nY scrccn�d fram rig�its-ot=�vilY 1111(� [laJllCCl1�
a[I ArCU5 slruclurc cxccc�lit�g Sfl°.'o nCtl�c c'pIE1C �p�7f[i[5C[i i1j' fEfC
i'incllas Cou�tly Property Appr+�is4r's Officc, thcn ll�r �r°�c��ty,
srrcctting of �nccha�ticu! cr�uipn�cnt, Jumpslcrs un�!
truslti cantuincrs must bc broubht into compliancc.
Usc of gravcl, sto»cs, cincicrs and othcr simil�3r
I3nllot Item l8 - Landscnpii�g far matcri�l in u��y yArd shull bc �rol�ibited �uilcss A11 yurds �iot ro��crccl u�itl� �� l�uilding shall k�c
all Arcus included us un intcgr�zl, but minor, cicmcnt of u ltindscupcc! wi�h �r��ss or othcr ground �u��cr.
�andscn in � iari.
a�liot iteR� �9 - Landscapi�b In thc singlc-�'amily urcus, 35% of ti�c nrca No lundscupii�� rcquircma�t sis st�ck�. G.i�;,� o!'
Covcrugc Far Sittblc-fumiiy bct�vccn any portion of tlte principa! sEructurc and ciitirc fot muy bc Covcrccl ���ith i��iE}crviaus
Arcns un ri >ht-of-�v� linc sltuil �c landscu �cd. surfnccs (buildin f, uvcmcnt, �ool urca, ctc.)
[3ulloi �tcm 20 - Landscapi»g In tlic �nulti-fumily urc�s, 2S% of tk�c ��rca i�o landsc����ing rrqE�ircmcnt E�s such. 7S%-85%�
Coveruge For Mult�-fumily Arcas �`'hvecn any poriian of the principttl structurc �nd of cntirc lot muy bc co��crcd �vith impervious
an ri f�t-of-wu I111C 5IlUII I]L' Illtl[�SCi! cd. surfuces ibuildin �. �avement, �ool ��rc��, etc.)
�3u2lat Itetrr 21 - Minin�um �ily codc docs not rcgulutc, ho�vcvcr, thc
Rcntui Pcriods for Singlc-family I�� sinblc-fun�ily ureus, tlle itii��imuitt ren�ul period �ounty�vidc Rulcs of tl�c f'inrllus Plun�iing
shull bc 90 dc�ys,
�1reAS Cnuncil im oscs JO dn mi»imiu�i.
Ot�trionr starugc is proliibitcci nur muy gouds a�id
Thc storug� of'commcrciul Tshing und cruUUi�ig ����tcrinis 6e storc�d in a�iy manncr �vliich is visi�lc
[inllot itcm Z2 - Outdoor from thc Esublic righl-uf-wuy or i'ram ube«ting
Storu c for nl� Arcus cquipmcnt shuli lae prulribitcd an iuiy residcntiul
� �}roperty. proprrtics. Ccl��iprncnt, mulcrinls or fun�ishinbs
not dcsi�;ncd fur autcioor usc �tu�y not bc storcd
outdnors.
pcviatians from Codc requircmcnt� fur ut-grudc ,
s�ructures undlor thc cxpunsion of cxistinb non- licvic�v unci appravnl 1`or ccrtziin uscs .uid/or
� �onformin� sidc urtcilor rcur sctt�uchs ���uy bc cl�vintions rcli�lcd lo clha�ensioiinl rccj�airenscnts f'or
� upprnvcd tl�raugh u!]cxiblc stundurd uppro��cil ucccssory cuid primi�ry strt��l►u�rs may bc
Dallot Itcm 23 -[7cviut�at�s for praccss, ��cxiblc sti�ndurd u�provuk includcs n rcti�ic�vcci und up>>rovrcl thruu�l� u 11�.�ciblcr
t�ll Arcns rccommcndcUioii hy thc 4ity Devcla�ntcitt st�utds�rd dc����lup�itcnl (i�p)�ru��c�! by stuf'f).
Itcvic+v Cnmmittrc i�ttd fiial dccisiorti by tl�c Ccrtui�ti uscs uT�d �fi�aic�isiu�tirl rcyuircmcr�ts
Community Dcvclapmcnt C�orcii��utur. Alf othcr rccluirc rcvicw �kn�l ,ipprovul l�y tl�c Cumnuuiily
dcvititions ntust Gc upEsro��cd by thc Comm�mity []cvciopmcnt i3a�u�d (ilcxiblc dc��eEnpmc�l4).
Dcvclu ntcnt Boi�rd ut n uUlic Itcurin �.
4.
�.�_.,�._�. .,._, __._�--__— _.....,_____--�
`,Y� r.
Island �states NCOD Regulations Battot
paqa 1 of Z
� In slnple-famlly areas, pQrmltted uses sh�li �e restricted lo singlQ-family dwellfngs F�fi AGAINS7
(inc�uding community residonti�l homes wllh up � ta 8 residents} and � �
inirastructurelutlli� installatlons,
2 FO� AGA1�15T
In sing�e-family afeas, lhe minimum lot size sha11 be 7,500 square feeL � �
� , . ._.. __,_:...., � �OR AGA�IiVST
In single-famlly areas, frant �ullding setbacks far principaf structures shall be � �❑
25 fee1.
�€ ' F�R AGAINSi
!n sfngle•iamlly areas, s(de bulldin� setbacks for princEpa! slruc#ures shalf ba � ❑
7.5 feat.
�5 (n sEngle•famlfy araas, rear building selbacks for principal slructures shall be FOR AGAIiVST
95 feet for not�-waterfront [ots and 25 feet far watertron! lats,. �f adjacsn� structurQS � �
on elther slde of a waterfranl lot are setback �0 feet, then the minimum rear- �. � �
, setback sf�a11 be 20 feet. -.
6 � r � FOR AGAINST
in singte-family areas, side �uilding setbac�cs for accessory structures, fr�cl�d�ng � ❑
screened paol enclasures shall be 7.5 xeet. � ',� �
7 � . .. , .- . FOR AGAINST
In single-family' areas, 'rear. k�'ullding setbacks far accessory structures, including ❑ �
screened pnol enclosures sha�l be �q feet. . �
1:
$ An ool exceedin ��1;`foot'iri,.helght above grade shall com I with lhe re uired �OR AGAINST
Y P 9t'., P Y q ❑ ❑
rear setback for the principaf.structure. �
4.....
� In sing�e-family �r�as, bulldEng helght shall be llmited l0 30 ieet above base f�aod FOR AGAINS'� �
� elevatio�, ❑ ❑
10 FOR AGAINST
Parking on any landscaped area sha11 be prohibited. � �
91 In single-family areas, af! boats, persanal waEercraft, recreation vehiales, trailers, F�R AGAINST
commercEa! vehiclss, race cars, dune buggles, farm equipme�t, go karts, AN's or � �
other slmilar vehiclQS shall bo requfred to be parked in a garaga. The tempo�ary
parking of such vehic�es aUts(da of a garage shal! be permltted ior no more lhan four
(4j consocutive days no more #han twice a month. Cammetcial vehlcles may be parked
outsida of garages if onsite to activoly conduct business on tha premise�. Parking of
personal aulamoblles and motorcycles shal) be permitted outside at the garage in a
drl�ewa .
'�Z In multl-famlly areas, all bvats, porsonal watarcrafE, recreation vahlcles, trallers, ��R AGAINS'i
cnmmercial vehlclQS, raco cars, dune buggios, farm equipmant, go k�ris, A7V's ar � �
alher slmllar vehfcies shall be prohibitad to be parked betwean any portion af th�
principal structure and any right-of-way tina. The temporary parkirtg of such vehiclss
within lhe front setback shall he permilted tor no more than four (4? consocutiva days
,' no mare than twlce a month. Gommercial vohicles may be parked betwaen any portion
of the principal structure a�d nny right-of-way 11na In multi•lamlly aroas li ansite to
activoiy conduct busirtess on the prenNses, P�rk�ng of persanat a�tomab3les an�
motorcyclos shall bo permfltod betrvoen any porlion of the �rincipal strucluro and any
right-of-way line.
Any axlsting legD!!y permllfad use, !ot s1zo, setbnck, 6vlldinp he1g1N, fenca, landscaping �nd �ny exlstfng mech�nlcA!
� equlpmer�t, dumpstor or fr�sh contolners not scresnod !rr �tcordance wilh tho developmanl stand�rds set forth 1r� tl�o
. overlay dlsfrlcl wll! be consld4red a lepp► nanco�formlry and may conlinue !o axist and bo mr�TntAlnod As a!lnwed by the
. Clearwater CommurtTty Developmeril CadQ. � �
.� �Ploase turn avor to flnish vot�ng�
4-
"��v
[sfand Estatos NCOD Regulations Batiot
pag� 2 of 2
+-- _„� �
13 � ������ � FOR AGAINST
All fences shall bq prohibited between any partion nf the principaE struclura and � ❑
any right-of-way Iino.
'�� FOR AGAINST
Fences sh�!! not exceed B feot in height between any portio� o( the principal � ❑
structure and any side lot Iine.
�� For waterfrant properties, fences shall not exceed 3 feet in helght between lhe rear �OR AG,AINSi .
building setback iine and the seawail. lf lhe f011Ce enC1058S � p001, it may be 4 � �
ieet fn height.
'f 6 FOR AGA{N5T
A!I fences betweert the rear building setback Iin� and the seawalf shall be narn
opaque (see-through.} . ❑ ❑
'i7 All �rasn �antainera, dumpst�rs and mechanlcal equipment sha11 be screened fram FOR AGAI�JST
the rights-of-way, adJacent proper#y and the water. i�rovlsion shail apply to new. � ��
construction. ff [mprovemenls are made ta any struclure exceeding 50% of the
� value appraised by lhe Pinellas County Property Appraiser's:.Office,, then � the
scre$ning af inechanica! equfprr}er�t, durr�pst�rs ar►d; irash contalriers must be '
�rought into compliance. {. ' , ; � . �
Za Llse oi gravel, stones, cinders�and other'similar material in�',a'�y yard shall be FOR AGAINST
� prahibited unless,included as an Integral; but minor, olement of a landscaping � �
plan. ,:.:.., .,:- . ',. . _ . . . . � •
� 19 �..`:::•,, • . . � . �i .•��, '� ' • � FOR AGAINST
E� sin�le•iamily:�'are�s, �35°/n';of ,tii�� area�.belween any porlinn of the principal � �
structure and aRy rEght-af-way,lir�e shall be landscaped,
�, �,
20 �� ��' �� : FOR AGAINST
In multf-family a�reas, 25% of t�e area between any portfon of the principal � �
struclure and any rlghl-of-way lfne shafl bQ landscaned.
21 FOR AGAINST
In sfngla-family�areas, ihe minimum rental period shall be 90 days. � �
22 , FOR AGAiNST
7he starage of commercfal fishing and crabbing equl�ment sheEi ho prnhibited an � ❑
any residential praperty. . ,
2� Deviations for at-grade structures andlar the expansfon of existing nan-canforming F�R AGAlNS7
side andlar rear setbacks may be �pproved lhrnugh a flexible slandard approval ❑ ❑
process. Flexible standard appraval inc�udes a recommendalion by the City
Development Revlew Commltlee and fnal cleclslon by the Community
Devolopmont Caordinatnr, All olher deviallons must be appraved by the
Community Development Board at a public hearing, �
Any exlsting lega!!y permltfed use, lot s1zQ, setback, building h4l�ht, fer�c�, landscaplrlg t�I�d a►7y �xl5flr�g nlechanrCal
equlpmanl, dumpster ar tr�sh conlafners not scre�ned Fn accadAnco wilh �he davelopntont sfanda�ds ser torfh In fhe
overlay dlst�lct Y1111 ba cansldered A fega! nancnnlormlty �nd may con�lnue fo exrst �nd bo malntalned as a!lowad by fha
Clearwater Community lJavolopm�nt Code,
(End 4f ballot)
Upon aamplsllon, placn thls ba11Ai In th� solf•addrQSS, postaga•pald �nvelope labeled "lsl�nd Est�yt�s
Ba�llot" and return !t tn the Cf�y of Clearwatvr Alanrr�ng Departmont. Ma!!ad ba!lots rnust ba
postmark�d by Aprl15, 2002. ,
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C}RDINANCE NO. 6981-02
AN QRDiNANCE O� THE CiTY QF CL.EARWATER, FL4RIDA,
AMENDING THE COMMUNITY DEVEL�PMENT CODE;
AMENDING ART�CLE 2, ZONlNG DISTRICTS, BY CREATING
SECTION 2-�602, ISL.AND ESTATES NEiGHBORHOC?D
CONSERVA710N OVERLAY DfSTRICT, WHICH ESTABLiSHES
ADDITIUNAL QEVEL�PMENT STANDARDS T� BE APPLIED
ONLY IN THE 4SLAND ESTATES NEIGHBOftHOaD
CONSERVATION �VERLAY DISTRICT; PR4VIDING AN
EFFECTIVE DATE �
�� WHEREAS, the Island Esta#es neighborhood has de�eloped the Islar�d Estates
Neighborhaod Plan pursuant to Cammunity D�velo�ment Code Sectior� 4-608, which
supports additiona! code requiremer�ts io implem�nt the PCan; and
WH�REAS, the City of Clearwater has appro�ed the �sland Estates� Neig�bor�ood
Plan ir� Resolution No. 02-23; and
WHEREAS, the City of Clearvuaier has d�iermin�d that additional standards shall
be appiied to the Island Estates neigh�aarhood to implement such plan; an�
WHEREAS, the residents ofi Isiand Estates voted on certain ad�itior�al standards
�tha� s�all be apPlied to the Island Estates neighbari�ood ta implement such plan; and
WH�REAS, the Is�and Estates neighborhood �ia the Island Estates Civic
Association has committed to be a�artr�er with the City in impiementing the pro�isions of
thi� overlay district by commiiting to educating neighbarhood property owners of t�e
overlay district requir�men#s and providing #he initial means of enforcement of �ny violatian
of the requirements of tF�e overlay district pursuant to Community Development Code
Section 4-008(E); and
, � WH�REAS, the Community Deve�opmenfi Board, p�rsuant to its r�sponsibilities as
� the Local Planning Agency, has reviewed this amendm�nt, cor�ducted a public �earir�g to
' �, , consider all public tesiimony and has deiermined that this amendment is consistent with
' the City of Clearwater's Cornprehensive Plan; and
� WHEREAS, the City.Commission has fully considered t#�e recvmmendatior� of ihe
Comrn��ti#y De�elopment Board and te�timony submitted at its public hearing; now,
therefore,
BE IT ORDA3NED BY THE CITY COMMISSI�N OF THE CETY OF
CLEARWATER, FI�ORIDA:
Ordinance Nv. 6981-42
�.
"y'ti
Sectian 1. Article 2, Zoning Di�t�icts, Division 16, 5ection 2-9602 Island
Estates Neigfiborhoo� Conservation Overlay District is �tereby created containing the
foElowing provisions.
2-1602 lsland Es#ates Neighborhood Conservation Qverl�r DEStrict..
A. lnteni and Pu ose. The Island Estat�s Nei liborhood Plan was develo ed in
�es onse to nei h�orhood needs an� a roved b ti�e Cit Cammission on Au ust
8 2002 to rovide Uidance and olic directior� for aIf �bfic and rivate ac#ions
� within and in the vicinity af the_ Island _ Estates neiq�iborhood.. The intent and
purpose of the Island Estates Neigh�orhoo_d___Conservation Overlav District
� (iENCOD) is to_�rovide overlav requirements to ensur� t�at_infill and rede�elopment
acti�ities are cortsistent with the ratection of the existin established character
within the district and to rotect the health, safetv and_gene�al we�fare of the_district.
De�elo ment and rede�elopment shall be reviewed far consistenc with the Islan�
Es#ates Ne� hborhood Plan. An de�elo ment re uestir� flexibilitv from the
minimUm development standards of the_ IENCOD sY�all be_consistent with the Island
Estates Neiqhborhood Pian.
B. Jurisdicfional Boundaries. TY�e Island Estates Neinhborhood Conservation Overl_ay
District (IENC�D) sfiail �e consistent with _ th� _ boundaries of al) the land in
C�earwater Harbor knawn as Island Estates I ir� north�rl of the nartherl ri ht of
wa line of M�mori�! Caus�wa less and exce t the fnf�owin described tracts: �
. Ail of Block C and Lots 1-3 7 9-13 B�acic D and the westerl 61 fe�# of the
vacated ri ht-of-wa of Do Passa e UnEf 5 Island Estates of Clearwater as
recorded �n Plat Book 51 Pa e 34 of th� Pu�f�c Records of Pinellas Count
Florida• 2 Be in at t�e most easterl corner of Lat 13 Block D of Unit 5 Island
Estaies of Clea�rwa#�r• as recorded in Plat Baok 51 Pa e 34 af the Public Records
of Pine�las Count Florida• thence N4�°23'41"W 100.00 fe�t• thence N��°23'41"W
7� .42 feet ta a aint on a curve to the left� the�ce alon the arc of said curve
havin a radius of 70.00 feet a chord hearin of N75°47'40"E a chord len th af
23.86 feet 23.98 feet• thenc� S49°23'41 "E � 36.75 f�et• thence S08°12'32"E 81.05
feet; thence 540°36'19"W, 16.63 feet; thence N49°23'41"W, 61.00 f�et ta the Point
of Be innin 3 1�sland Yach# Club Condomir�ium as recorded in Condominium Plat
Book 39 Pa e 74 of tfi�� Puhlic Records of Pinellas Caunt Florida� �4 the land
bounded on the north b Do Passa e on the so��th b Windward Passa e on the
west bv Larboard Way and on the_east bv Island W�
C. Relafronshi fo Under! in Districfs and 4fher Provisions of ti�e Commcrnit
D�velo ment Code. The desi naiion of the Island Estates N�i hborhood
Conservation Ov�rla Uistrict on the zonin atlas rovides re uirements in addition
to those contained in the Low Medium Densit Residential M�di�am D�nsit
Residential Medium Hi h Densit R�sidential Mi h Densit Residentiaf Ins#itutionai
and Camm�rcial Districts. The rovisions contain�d herein shaff overn in this
Ordinanc� No. fi�Ei�-02
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a
avPrly districk only._lssues not specificallv_addr�ssed in this overlav diskrict shali be
governed bv tl�e remaininq provisians �of this Commun�iv Development Code. ^
D, Minimum sfandard develo_pment for ar�as zoned LMDR/lENC4D. The followinq
uses are L.evel One �ermitted uses in ihe LMDRIIENCOD District _sublect to the
_ -.. -- - -
minimum stan��rds set out_ir� this Section an� other applicab�e provisions of Ar�icle
3. T
' Table 2-1601(D). "LNlDR1IENCOD" Minimum D�velo ment
' 1Vlin. l.�ot Mm. l.ot Max. Min. Off-
� Use Area Widih Min. Setbackslft.) . Nei 1�t Street
Lsq.,_ ft.� � f�. _� Parkin
Front Slde Rear 2 .
Accessorv
p,aals _ and ' .
screen � . � �
� , enclose�res � � . 10 .
� Communitv � �
Residentia!
� Homes �up #0 7,500 50 25 7.5 �5 30 2lunit
6 residents) . � '
� Detached� �
DwellinQS 7,50a 5D 25 7,�5 � 15 30 2lunit
('�) In s�ecial f�oad hazarci areas des9 nated b the National �laod Insurance Pro ram maximum helqht
.
�� '
.
`; ::�; ;: '' . ' . � . .
is messUred above base flood elevat�pn.
(2) Any_paol exceec!(ng 1_ foot in hefqht above qrade shall complv with_the realulred rear_sekback_for the
principal stru_c_t_ure, Waterfroni_d�tached dwellinqs in th� LMaR11�NCOD []istrict shaU�d �e 25 feet
exeept aspro_v_fded irr Article_3,_Division B, Ser.tior� 3-8D5_and Div�sion_9,__S�ction 3-9D4 anci_except
where at#jacent str�ctures on elther side of the arcel ro osed for cleveio ment are 5etback 2Q feet
anc! then the rear setback shali be 20 feet,_The BulEdinq Code mav requlre the rear setback to be at
least 1 S feet iram a seawall. � �
, � � �
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` � . 3 Ordinqnce No, 648� •02 , , �
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E. Flexible sfandard develo meni for areas zoned LMDR/lENCOD. The foElowinq
� �.e�el One uses are permitted ir� the LMDRI�ENCOD DiStr�ct su� ect to the standards
. and criteria set out in_t_his Section and__other applicab�e regulations in_Artic_f_e 3.
� Table 2-�160'[_�). "�MDRlIENCOD" Flexik�le Standard Development
Min. Lot Mrn. L.ot Max. Min. �ff-
Use Area Widfh Min. 5etbacl�s�{ft.) He_ ic�ht 5treef
s . ft. (f� �ft.j (� Parkrn
� Fronf 5rde Rear 2
❑etach�d 7�ao . �a 15-25 7�,5 5- 15 30 2lunit
Dwellinqs —
Residential infiH n�a nla � 5-25 �3-7.5 5- 9 5 30 2lunit
Pro ect 3 , -- �--- –�-
Utilit 1
lnfrastructure n�� � nla 25 9 E} � 15 ' nla nla
Facilities�4) --- . — — �--- — — –W
(1 j In s eciaf fiood hazarci ereas desiqnafed by the Natianai �laod lnsurance Proqrarr�, maximum_heiqht
is measured auove base flood ele�ation. .
(2) Anv t�ool exceedln� 4 fook in helght �bove qrade shall_camply with the_r_e_c�uir�d rear setback for th�
pri�cfpal struct�re; Wat�rfrnnt detacheci_dweliinas in �MDRII�NCOD Dlstrlct should be 25 feet except
,, as qrovided in Article_3, Div_i_�ion 8, Secilon 3-80_5_and DiviSion 9, 5ectian 3-90q and �xce�,t where
ad'lacent structures on eilher side af the parcel proposed far dey�lopmenk are setbacfc 20 feet and
ihen the rear seiback shall be 20 feet. The Bulldin Code ma re uire the rear sekbacCc to be at least
48 fset from a seawalL � ' •
(3) 7h� development standards for residential infill�roiects are quidelines and m�v be varied _b�sed _on
� t�e criteria sqecifred ir� 5ectian 2-16D2.E,2.
(�4} LitilitvlinFrastructure �uses shal!_not exceed _three ac_r_es. Any such_use�alone or when add�d to
conti�uaus like_ �ses whi_c_F� exce�d three acres shall_require a land �se plan map, amendment to
transqortatlonlutility which_shall include such_u_ses and_a_II contiquous filce uses.
Flexibllif criieria: . .
�. Detached Dwe!lrnqs.
a. The deveiopment or redevelo�ment af . the parcP.l _. �ra�osed far
, development is consistent with the Island Estates Neighborhond Plan.
!�. Froni sefback:
4
'.i, , �, • � , ' ,
Ordinance No, 6881•02
��
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i. A�determ�natian of kh� front setback shail consider the extent to
which existin structures in the nei h�orhood have been
conatruc_t_�d to a reqular or uniform setbaek f�om #h� ri ng t=o__f-wa •
ii. The reduction in ftant setback will _not_ ad_v_ersefy_ aff�c# adiacent
�ro�ert_y vafu�s
iii. , Th� reduction in _front setback is . consistent_ with nei�h�orhood
character;
iv. ThP reductian �n front setback_results �n an eff_icient house layout.
c. Rear sefback:
i. Th� re_d�ctian in_rear set��ck will ailow for_the preser�atian of
' ' _ q , � .,_,,, , herw+se be prese�ved; or
exis_tm_ veqetatior� wnich cou�d not ot
' ii. T�e reduction in rear setbac�C will aliow the deve[opment or
redevelo�ment of a si�bstandard lot wh�ch wo�ld o#}��twise not be
feasibl�; or �
iii. The__r�duction_in rear seiba�k results in an eff_icient, ,house layaut;
and _ _. __, .
� iv. Th� structur�s located within the rear setback otherwise required in
� t�p LMDRIIENCOD District ars buffered with Eandsc� e material or
:� � fences toprotect the priwacy and value of adjacent properties. �
2. Resrdentral infrll.
a. The __ �eyelopmen#_ or red�velo ment of the arcel ro ose� for
.develo ment is consistent with th� Islan_ d_Estates _Neiqhho_r_hood Plan�
� b. Sir��c !e-famiy detached dwelCinqs ai�d community residential homes wikh
siX � 6 or f�wer residents are the onlv qermifted uses eiiqibie far
�� , � residentia� infill proiect application;
i�
c. The devefopment ar red�v�iopment of the p�rcel proposed for
� dev�lo�ment_is atherwise_imprac#ical witl�out deviations from_ #he intensity_
� , and other de��lo�ment standards; � - ^ �
d. �ihe development of a parcel pro�,osed �for de�elopment as a resider�tial
infill proiect will riot materially reduce the fair_marCcet_ vaiUe of abuttinq
proper#res; � �
5
Ordinance Na. GJ81-02
�,
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e. The tases tvithin the �esidentia! infil� Qrolect are compatible wikh ad'�acent
land us�s;. �
f. The develo ment of t�re arcel ro oSed for develo ment as a resid�ntiaf
� infll project will upqrade ti�e immediate vicinit� of the arcel ro osed for
development; T
g. The desi n of the ro osed residential infilE ro'ect cr�ates a farm and
f��ction which er��ances the commurrit charact�r of t�P immediate
vicinity of the parcel proposed for d�velopment�and the Citv ot Clearwater
as a whole; and � .
h. FlexibiRit i� re ard to lot width re uired setbacks hei ht off street
parkinq, access or other develo�ment s#ar�dards.,.is,_JUStifiied by the benefits
to cammunity_ character„ and th� imm�diate vicinity_,of the _�arcel praposed
� for develo men# and.#he City_of Clearwater as a whole. �
3. Ufi�ifv�nfrastructure facilities.
a. The dev�lo ment or redavelo m�nt of the arcel ro osed #or
development is consistent witi� the island Estates Neiqhborho_od Plan;
b. The sitin� and screenir�A of the propa_s_�d utilitylinfrastructur� facility
rotects the establisY�ed character of the Island Estates nei hborhood�
c. Na above qround structures are located adjacent to a street riqhtt_of-.wav;
� and
d. Any above qround structur� other than ermit#�� telecommunications
tawers and utility distribu#ion iines located__ on or alonq a rear, !ot line s�all
be screened fram vi�w b a landsca ed o a ue wall or fence which is at
�east twa-thirds the heig_ht af the abo�e, .qr4und struciur� and shall be
landsca ed with tre�s and hed es whic� five ears after ir�stallation will
su6stantially obscure the fence or wal! and f�� abo�e, qround structure.
F. Flexrble dev�lo ment for areas zoned LMDR/lENC�D. The followin Level Two
uses are permitted in the L.MDRIIENCOD District subject io the standards _and
crit�ria set_out in this Section and other applicable regulations_ in Article 3,
Table 2-1601�E�. "LMDRII�NCOD" FlexibEe Dev�lopment
Min. Lot Min. Lai Max. Mir�. Off-
Use Area Vilydth Min. Sefbaclss1tt.) Ne_r� Sfreei
� � (sq. ft. �ft� --- - ^ (ft.� _�1 � P�rking
Front Side Rear 2 _
Ordinance No. 69B1-02
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Detached , 4,500_ - 25 - 50 15 - 25 3- 7.5 5- 15 30 2lunit
i]we� ll(ngs 7.50a
Residential lnfill nla nla 1 D- 25 4 � 7.5 0� 15 30 �lunit
Pro ect 3 � � �
(�) �n s,pecfal ifood hazard areas desiqnated by the National Fload lnsura�ce Proqram, maximum �reiqht
ls measured above base f�oad efevation. �
(2) An aol exceedin 1 foot in hei ht above qrade shall camplv with the reQuired rear setbacic far tfi�e
rinci al structure. Waterfront detached dwellings in l.MDRIIENCO� District should be 25 feet exceQt
�� �as rovided in A�ticle 3 Di�isl�n S 5ection 3-805 and Divisfon 9� Sectian 3-904 and exce t where
adiacent structures on either side of the parc�l_praposed for develapment are setback 20 feeE and
then the'rear setback shall be 20 feet. ihe Buildinq Coc�e mav re�ire khe rear setback to be at ieast
18�feet from a seawall.
�3) The�ment standards far resfdential infill,pralects are quidelir�es and mav be varied based on
, the criteria speci�ied in Sec#ion 2-9602.F.2. :
Flexibilit criteria:
9. Defached Dwellrnqs. ,
a. � The develoqment ar redeyelopment ___of the _�arcel proposed for
d�velopment is consist�nt witt� ihe Isiand Estates Neiqhborhood Plan;
. � b. Minimum !ot size er dwellin o� less than 7 50Q s uare fee# is an existin
.� � lot or a 1ot size _of Eess. thar� 7,5QQ square f�et i� necessary to t�e
. � � de�eloqm�ni ar redevelapment of a vacant lat w�icY� would ot�erwise not
� �. ' be economically feasible; � � �
c. The volume #o lot size r�atio of the structures to be developed on the iot is
not more than ten perc�nt qreater th�an the avera�e �olume to la# size
ratia of ali existinq structures located�on the 5ame ioca� strest and within
a 700 feet radius af tlie fat; �
d. Froni sefback:
�, i. The existinq s#ructures alonq the same side af the road have been
constructed with irr��rlar setbacks ar�d .tne propgsed reduction in
fron� setback will not be out of charact�r with f�e neiqhborhaod�
'.' ii. The exten# to wk�ich existin structures in fhe nei hborhood have
• . b�en construc�ed to a reqular nr uniform �setback fram the riq�t-of-
I . . W,�(; ,
�'';. ,; . : �
iii. The reduction in frortt setback will not adversefy affect ad'lacent
property value� �
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�rdinance No. 6981-02
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e. Rear setback:
i. �The reduction in rear setbac�t will allow for the �reservation of
existin�veqetation whi_Gh coulc� not otherwise be_preserved;
ii. The redu_ction in rear setback will__allow_ #Me _develo�m�n#__ar
redeve�o�ment of a substandard structure whici� would otherwise
not �e feasib�e; ar �
iii. The reduction j,n rear s�:tbac�t_wili rest�lt in �n e_fficient hoUSe layout.
f.. Srde s�iback: The reduction in side setback will allaw far the .preservatian
of existinq_vegetation that could not otherwis� be p_r_�served,
2. Residerrtral ln�ll.
a. The _rlevero�mer�t or red��elop�ent of the p�rce! proposed for �
de�eEo ment' is consistent with the Island Estates Ne� hborhood Plan�
b. 5inqle-family detached dwellinqs and cammunitv residential homes wi��
six (b) or few�r residents are th� oniv permitted us�s eli�i�le for
residentiai in�ll qroject ap�lication; ��
' , c. The d��eio�ment or redev�lopm�nt of . the parcef propos�d for
� ' d�v�lopment is otherwise impractical without deviations from #he intensity
. and otf�er development standards;
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, . � d, The developmer�t of a parcel proposed for development as a residential
�� � infil! prolect will___rtot material�Y _r�duce th� fair__market __v_alue of abutting.
j � properties;
e, , The uses within the residential infiil proiect are compatible with adiacent .
lan�d uses; � �
' �.. f. The, development of #Me �arcel �ro�osed for devefopment as_ a residentiaE
� infill� proi�ct wiii upqrade the immediate vtcinitv of the parcel _�roposed for
� develo�ment;
g. The d�si n of the ro osed resider�tial infill ro'ect creates a€orm and
' functron which enhances #he communitv character of th� immediate
� vicinitv of the parce�,proposed for �evelopment and the Cify_of Clearwat�r
. as a whole; and -. �� .� � � � �
g Ordinance No. 6�B1-02
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6i. Flexibilitv in ,_regard to lot width, r�quir�d s�tbacks,. heiqi�t,_ off-stre�t
parkin�,_access or other developm�n# standards is justi��d bv the ben�fits
. to communit character and the immediate vicinif uf the arcei ro�osed
for d�velopm�nt and_th� City. of Clearwater as a whole.
G. Acldifional deyelopment sta _ndards for sin Ic�e-fami� areas zoned LMDR/IE'lVCQD
9. , Parkinq on Landsca�ed Areas. The parking of any_ty��� of vehicle,_trailer boat
personal watercra�t, recreationai ve�icle, ,or anV ot�ter s�milar ve�i�le sf�all be
rohibi#ed on rass or an ot�er landsca ed ar�a� ,
2, Fences.
a. Fences shal�_ not exc�ed 6 feet_ in_height betwe�r� any nortion af the
priricipal s#ructt�re and any si�e lot lin�; � . �
b. ` AII fences between th� rear bui�dinq setback iin� and the seawall shall be
nan-v�aque�see-#hrough);
� 3. Landsca in Re uiremenfs, Use of ravei stones cinders and other similar
material in anv �ard shall be pronibited unless included as an inteqral, b�af minor,
. element of a landscapin� p�an; and
4. Oufdoor Sforaqe. _ The storaqe of commercial fishinq and crabbinq equi�men#
shall be prohibiteci o�tdoors on any resident�al praperty.
N. Additiona! � cfev�lopment sfandards for mulfr-famil� areas zoned MDR/IEIVCOD,
MHDR/IENCOD, HDR!lENC�D and C/fENCOD.
1. Par�
a. The_`parkirt� of any_ �pe of �ehicle, trailer,_ boat, Qersonal watercraft,
recreational v�hicle, or any. ather simi�ar �ehicle shall be prohibited an
qrass or ar�y_o#�er_[andscaped area. �
b, A![ baats, personal watercraft, recreation �e�iclesL trailers, cammercia!
- ve�9cles race cars d�ne bu ies farm e ui�ment,�„�o karts, ATV's__ or
ot�er similar vehicles shal{ beprohi�ited to bs parked between an�portio�
� � of the t�iinci�al structure and any_ri,ght-of-wa� lir�e. The temporary_parking,
of such vehicfes within the front setback shall be p��r�r�itted �or no mor�
� than four 4 consecutive da s no more than twice a month Commercia!
, vehicles mav be_parked _between _anv �ortion of the Qrinci_pal structur� and
anY riqht-of-wa �ine in multi-fami� areas if onsite to activel conduck
� b�siness on the__premises, Parkinq! _of p�rsonal aufomobrles and
�rdin�nce Na. 6�Bi-Q2
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motarc cles shall b� ermi#f�d befween an or�ior� of if�e rinci �!
� sfrucfure and an rr ht-of-wa lrne. �
2. Fenc�s. � �
a. Fences shal! nat exeeed 6 feet in hei�ht betwee� any portion of th� .
rinci al structure and an side Iot lin�, �
., b. All fences between the rear buil�inq sefback Iine and, the seawa�l_s�ali be
non:opague (see-throuqh.} . .
3. . Landscap�n,q Requiremertfs� . , �
a: Use of ravel stones cinders and oth�r similar material 9n an ard shall
�. be prohibited unless inc_!_uded_ a� an int�g�al,_ but minor,� el�ment of �
. Iandscar�inA plan. �
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� b. Twenty-�ive percent �25%) of the area betwe�n anv partion of the �princi,pal
.� structur� and any ri�ht-of-way line shall be landscaped.
4. Oufdoar Storage. Th� storaqe of, cammercial fishinq and crabbinq eguipment
� shall be rohibited oukdoors on any resid�ntial, propert�
1. Additional develo meni standards for areas zoned !/IENC�D.
'{ . Landscapin� ReQtrireme _n_is. Use of �rav�E, stones, cind�rs and other similar .
material in any.yard shal! be prohibited �nfess included as an in#egral, but minor,
. � element of a landscapinq pfan.
�. �. Sec�ion 2. This ordinance shall take effect on Septem�er 9, ZOa2.
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�rdinanaa No, G981-Q2
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��' � :. . . � ; , . . ' , Brian .f. Aungs# � " ' �
i;�� - � . . � �. �. . . �. Mayor-Commissioner , �
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� � � � . � , � APProved as to farm: � � � � . Att�st: � , . �
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�;:�-':' �. �� � , � , � : Leslie K. Dot�gaq�Si s � . - . , Cynthia E. Goudeau , , : � , .
'����' °��� Assistant.City At#orney. � � City Clerk. • � ' � .
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;" ���`• ', • � . � � 1 i 1 ' Ordh�ancq No. 6981-02
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Ci��rwate�• City C011l[i1lSSl�11
A�e«da Cov�c M�mo�'�1CIC�LiIZ1
SUBJEGTIRECO[�iMENDAT�AN;
Rezoning of t�ie Island Estates Neighbal•��ood
NIOTION:
Warksassion item #: �% �
�inal Agend��r Ilen� # � w� // �
M�eling Uate: QS-DB•OZ
APPR4VE a Zanin� Atlas Amenclment Fvr the [slai�d Estaccs Nci�hb�c��oad by ��pplyii}� thc lslctnd I�sla�es
Nei�hborlioad Cnnserva�iozi Overlay District �s azi 0�•eriay Disti•icl i�� ��c�dition tn thc �xistit�� L,t��v h�[cclium i]cnsit}�
Residenki�sl District, Meclium Dens�ty RC5lC��IlIl�ll �151i�iet, Nledit�m I-li�h Dettsity IteSidenti�►I �)is��•ict. Fii�i1 D��tiSitti•
Residentiat District, Inslitutiona! District, and Commcrcial llistrict i'or the jslnnd L-'states ��ei�iii�orhnod �nct P�SS
Ordinance No. 6�80-02 on f rst reading,
❑ and that t�e a ro riate afficlals b� authorized to ex�cute same.
SUMlVIARY: � �
This is one of � tl�ree companiati items relatii�b to �slanci Estates: «eigliborliand plas�, rezonin� and t�xt
amendments. �
� Tl�e lsland Cstates neigl�borhood is approxim�tcly 21 a�ic�•es. �i 111C�11{�CS i�1C l�esidenti�lly t�sec� prope�•ties
located on land known as is�and Estates, lyin� n�rtherly ot' the ziortherly rigiil of' �vay line of �vt�mari�l
C�useway belween the mainl�i�d and Clear�v�ter IIeach. It is lo�icd Lo�v Mediutn D�;Zisily Itesid�:ntiai,
Medium Density Reside�itizl, Mcdi�im F-ii�h DetYSity R�sidenti�i, I-Ci�;ii Densit�r Residentiai, Institu[ianai,
azld Gommerci�l.
• The Island Estates nei�l�l�orhaod has Cittl�re I���d use CI�'S!�'i1�1tIC�i1S of f:cs�d4i�ti�i� [Jrbzi�, F�esicltritici�
' hhediu�n, Reside��tial I-Iigli, I��stitutioii7l, �111Ci COt111l1CCC1�iI GCIICI•ai. '1'll�s�' CICS[Lticiiici�i5 .irr CC1itSf5i�t7E 1�'it1�
the existin� ajid propnsed zo«in� a��c3 7re iyot 6ein� cl�anbed.
•'i'I�e proposed r�:zo��irig is campati�le with t�ic im�uediate stit•ra«�iclijz� area �nc� �v��l be ii� ch��•��c�cr with
the surrounding �ses. �
• There �re suffcient pu�tic facilities ta �ccommoc�ate tlie proposec� rc��nin�. No r�ciGVClopt�ie�it is
expected that �vi�� im�aci pub�ic faci�ities, , ,
Reviawed qrlglnating Departm�nt: Casts: � Commisslon Aotlan;
by;
l.egak r pEanning and Qe me t ❑ Appraved
• Budgsl IV1A Glna L, Clayto� 7o�a� t3 Approved with
� Conditions
p�rchasing NIA �lls�r Dapartment: ❑ penied
Risk Mgmt. h11A Pl�nning Current F�scnl Year p Contfnued ta;
IS N/ �und3ng Sourca; � �
' ACM ❑ Capitallmprovamunt
Other lA Advartised; � operetin�:
� �ate: 0 Qther: Attachmonts:
Paper: Planning D�pt. 5tafi Report
Suhmltted ❑ Not Requlred Approprfallon Codo Orcffnarrce Ma. 698�•Q2
bY:�,._ �� .
'F.a' ] � Affected Pattlas
� �� 0 NoGfied
C�ty Men�gBr ❑ Not Rsquit�d � [7 Nono
t+► Frintad on racycled paper
F
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.. . '1 � , Fi.r . LlA.w. �,. - a � �. . . . ' . • � , � . , .
�' +. The location of thc pro�os�d Low Mcdium D�nsily Rcsittc�itial/Isl�nci CstiitC5 NCIb'�1V01'�100C� CQ115C1'Vi1t1011
' Overlay District, Medium Dciisity ResidentiallIsl:�i�d Estates Nci�h�orhood Cnnscrvation � Over�ay
�'. �. District, Medium High Density,Residential/Island �states Neiblzborl�ood Coiiseiv��tian Ovcrl�y District,
�� High Density Residcntial/Island Estates Neighborl�ood Conscivation Qverl�y District, Instittitiat�at/ Is�unci
�. . Estates Neighborho�d ConservaEion Overiay District, ana Con�mcrci�l/Isiai�d Estates Nei�hborhood ;
�� � Conservation Overlay District boundaries is logic�l. Tl�c �ioundaries are. �ppropriatcly cir�wii �vitl� regarci i
� . to locations and ciassificatians of Iand use, streets, o�vners�iip lines, existilig niipr�verz�ents ���cl t��e�i�7tcira�
'. ' envi.ronment and are cQnsistent �vith the boujidaries aC the residential and instituttoi���l arcas of the isl�nd ,
� . � ' . Estaccs neigiiborhood. . � � i
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. �'The propASed rezoning will implemei�t �olicics o� tl�� Island Est7tes �Veigh�iort�oad PI�n th�t cail for �
� apptying the Island Estates Neigli6or�iood Conservatio�� Overlay District �s a�i Ov�r�ay District in additio�� '� �
�, . to the existing Lo�v Medium Dens�ty Residential, Medii�r�� Der�sity Resicle�2ti��l, Mediurn Higi� Dc��sity �,
,: .. Resideutial, HigH Densify Residential, iiistitutional, �nd Commerci�tl zoilin� districis.
,- .' s Tl�e �raposed rszoning is co��sistent z;�ith objectives and p4licies a1'the Clcarw�ter Comprel�ensivc Plan, .
,: �• Th� Community Devetopment �oard revie�ved the proposed rezoning at its rebtil�tirly scheduled meetiijg �
� ; on June 18, 20D2 in its capacity as the LacAl Planning Agency �nd r�commended approval by a vote of G- '
, ' 1.' �
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CDB Mecting Date: Jui�e 1$, 20�2
Casc #s; � Z 02-Q3-02
Agend� �tem #: D,�3 � �
CXTY OF CLCAR�VATER
PLANNYNG DEPARTMENT
ItEZONING STArF REPORT
GENER�I,L INFORMATION �
`. INITIATED BY: Island Estates Ncigl�borhaad � � .
LOCATION: Properties located on land kno�vn as Island Estates, lying
� �. nortl�erly of the northerly right oi �v�y line� af Memoria!
. ' Cause�vay �et�veen tljc �ii�inland and Cle���vater Bcach. ,
REQUEST: Ta apply llac Island Eslatcs Neighborliood Conscrv�tioii Ov�i•lay
. Zoning Disirict as an Overl��y Distri�t ii� addilion to the Ex�sting
� Low Mediwn Density Rcsidential (LMDR}, Mcc�ittn� Dcnsity
� R�sidential (MDR), Medium High Dcnsity Rcside�itial (MI-iDR),
, � Higt� Density Residential (HDR), Institutio��al (I) a�id
� Cammercial (C) zo�ning Districts for tlic Isl���d Estatcs
. Nsighborhaod (see attachec� maps)
SITE INFORMATION
` PROPERTY SIZE: 210± acres
PROP�RTY USE:
Carrent Use: Sing2e-family residentia2; nuclti-f�it3iily residcriti�it, �lacc nf
. ��vdrsliip '
. Proposed Use; SingIc-family residcntia�, m«Iti-f�uiiily residcnti�il, j)IiICC Q�
worsl�ip
YLAN CATEGCIRY: �
Current Caiegorics: Residential Urb�n (RU), Residcntiai Mc�lium (RNI), Itcsid�iltiui
, High (RH), Institutio��al (T), Conunerci�ti� Gei}eral {CG}
Pro�osed Categaries: Residential Urban {CtU); Residcntial Mcdium (RM}, Rcsicici�ti��l
� Higlz (RH},�.Institutianal {I), Comizicrci�l G�ncr�tl (CG) (ii�
� cizanges propased)
1 �
S:IPlanning DcpurtmentlNCOf311SLAND �STAT�5lresolulion und vrdinunceslRca,onin�llL" Reroni�g Slaff'
ltcpart.doc • . "
� ' . Z 02-U3-U2
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ZONING D�STRiCT:
Current Districts:
� Pr�pased Districts:
ANALYSIS
Lo�� Mcdiun� Density Residential (LNIDR),
Nledium Densily Residential (N1D[t),
Meditim Hig�t Density Residenti�tl (MHDR),
High Density Resiciential (HDR),
ItZStitutional (I), asid
Con�mercial (C} � ,
� Lo�v Mediun� Deiisity Rcsidcntial/�sland �statcs
Ne�ghborllaoc� Cn�zservziiol� Overlay District
�LMDR/IENCaD},
Medic�m. Density Residential/�sla�id Estates Neigii�oriiood
Conservation Ovcrlay District (MDRIiENCOD},
Medium Hig11 Densily Residentialllsla��c� Estates
NeighUoi'jlppd Canservation �vcr�ay District
(MHDRIIENCOD),
High Density Resideniial/Islaild Est��tcs Neigh[�orhood
� Conservatioi� 4veriay District {FiDRIIENCOD), �
�nstittitional/ �sta�id Estates Neigl�E�or�iood Cotiscn��tio�i
Overl�ty District (vIENCODj, azid
CommereiallIsland Estates Neighborl�ood Conser��atian
Overlay District {C/IENCOD). .
. . - � �
, Pursuant to Sectic�n 4-G08 of the Commu��ity Deveto�n�ei�t Code,� the Islatid Cstates
� neighborhood submitted an application a�id the requireci petiiioi3 to init�atc tlic
, Neigltborizaod Conservatio�t Ovcrl�y Dislrict (NCOD) plat�nin� E�rocess iil Dc<<,il�b�r
2Q00. At tl�e Aprii 19, 2001 mceting the City Cammission approved thc 7pplic��ti�ii,
. ,.
Behveen September 2001 and February 2002 t�ie neigiiboriiaod, in catijtiiictian �vitli
Planning Dep�rtment staff, held a total o� seven (7) public meelings �vith the
neighiaorhoad to develop the Tslaild Estates Neigl�borl�oocS Plan. Tl�e P(an focuses oil
neighbarhood. strengths and weaknesses and includes �oals and objectives to address
ihose issues. Furthermore, the Piaj� includes an implementation section, �vhich supf�orts
applying a NCOD as an averfay district i1} additio�i ta tl�e nci�iiaortiood's cxistinb
zoning. This averl�y district would apply deveZo�tt�ent sta�idards in ndditioil to ttios�
required �y the underlying zoning districts.
�� � The �'sland Estates neighborhood currcntly l�as five (S} different zor�iii�; desigi}ations. Al�
��� the land iises are residential except the clit�rcli located in the Institutiannl Districl. Tlze 11
� properties in the .Commercial District ar� to�vnhaiiscs. 'tf�e number of propcctics
� � includcd irt each category on Island Estates �nd the pra�osed zonin� categories ��rc listecl
' � in the chart below,
� ' . 2 �
, � Scli'ianning DepartmentWCOD11SLAiVD �STAT�Slresolution und ordinuncrslftrxoninbliG Rezor�ing StuE'I'
. , Rsport.cloc • ,
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Isl�nd Fstsites 7ani�i �
Number� of Ct�rrcnt zoning Pro�iosed zonit�b
ro crtzcs
Lo�v Medium Density � Lo�v Medium Dciisity Resicicnti�l l lsl�nd Cstatcs
SG5 R�sidesiti�l (LMDR} N���hborhood Consei•vation �vcrlay Disti•ict
. (LMDR/IENCOD
Medium Density M��it1ln Density Rcsidcniial / Island Cstsitcs
� Residential (MDR} Nei$hborizaad Conservatia�� Ovcrlay Distric4
(MDRIIENCQD
Medium Higl� Density Meciiunl High Density Residentiak / Isiand Estates
4G ��� Ncighborl�oo� Canservalion Ovcrlay Districc
� Residential {MHDR) MHDR/IENCOD
High Dcnsity �i��l Dcnsiiy Residcntial / Isl�izd Est�tcs
�l Residenti�tt (HDR) Neighborhooti Canservatioit Over���y District
HDRIIENCdD) �
1 Institutional (I] Instituiional / istand Estates NcFg1il�ari�ood
Conser�ation Qverl� District (I/IENCOD)
�11 Commercial {C) Commerciai 1 Island Estates Neigliborhooc!
Conservation Overla Disirict {C/I�NCQD�
The � Island �Estates Neighborhood Conservation Ov�rlay (ICNCOD) woulc� �p�iy to a
sig��i�cant porlion oi tl�e neighborllood and �vould fulfill llie iiitenl oF thc Isl�uid Est�ites
Neighborhood Plan.
r, CONSISTENCY WITI�i CITY'S COMPREHCNSIVE PLAN (Sect�ort 4-GU2.F.l}
A�plicable Goals, Objectives and Policies fram t�ie Clean�ater Com��rehensive are as
follows to supporl t�ic proposed rezoniiig. ,
2. :�Gaal -- Tlie City of Cle�nvater shali ittilizc innavativc and �exible �lanning a�id
engineering practices, and urb�n desigu staild�rcis in order to pratect histaric
resaurces, ensure nei�hborliood �reservation, redeveloJ3 �Ii�litcd are�s, �t�d cncattr�ige
infili develapmenl.
2.2 Ob�ective — Tl�c Cicy of C�eanvater shall contini�e lo s��pport ini�ovativc pla��ned
development and mixec� jand �se developme�il teehiiic�ues in orcler ta proiliote
infll development that is consistcnl and compntiblc �vith the si�i'C011il(�iI1L�'
environment. �
Tl�e applic�tion of the Island Estates Neigllborliood Conscrv��tion Ovc�rlay Disti•ict is ar�
innovative eancept that was spccifically cre�ted ta ensure nei�hbortiooti preserv�itioii �it�d
ta providc far infiil dev�lopment ��id redevelopmcnt that is coiisistcnt and compaliblc
with the existing c�aracter of the lsland Estates neighborhooc3.
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.. S:1PEnnnipg DcpnrtrrtentlNCOD1lSLAND ESTATG8lrrsolulion und ardinunccslRcr.oningllC ftrzaning Stu�i'
`� ' Rcport.d�c '
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�I. COMPA'TII3YLiTY WI'I'Ii SURROUNDING PRO�'CIt'I'Y {Sectioi�s �-GO'?.�,2
und Q-G02.r.4)
'T'he Islat�d Estates Neigl�liarhood Cans�tvation Qvcrlay District permits oiily tlirce of tlic
�ermitted uses currcnily �illn�vcd iii thc Lo�v Medium Deiisity Residenti��l za�lin�; dist�•ict,
and permits atl existing permiti�d uses ctn�rently ailo�vcd in thc ot��cr zaning ciistricis.
The uses aiIo�ved i�3 tl�e IENCOD will thercCore not dra��latically alle�• �vh�il L15C5 arc
currently permitted. '
Bec�use Isla�id Cstates is geogt•apllicalIy isalated fi•oiji thc rest of tl�e City, tile t'CZ011l114a'
will not affect many surroundin� propertics. Some cominerci�tly zoned propertics ��rc
lo�ated in tl�e vicinity of the Island Estat�s NC�D and pr'smarily service the residential
uses surrowzding them. The pro�osed rezoning is co�lipatible �vit�i t�ie sun'011I1CIlI1� 11SC5
and zonizig Uecausc it will not aiter khe primary uscs currentIy al�o�vec� in lslanc� Estatcs.
�II.CHARACTER OF THC CITY AND NCIGHBQRHOOD (Scction 4-G02.P'.3)
Isllnti Estates is a unique neig}lt�orizood within the City af Cleanvater iYi tl�a� 7II11051
every prope��ty is an thc waterfronc. Most. of the tieighborhood has residentiat I�lnct usc,
ranging front large sin�le-fan�ily l�omes to muiti-stary, multi-tmit condc�minitims. The
most dominant land use is single-family residenc�s on lots between 7,500 arid 9,OOU
sauarc feet. The multi-family �reas range in aensity from d�ip�exes and tri{�lexes ta l�r�e-
seale, mtilti-story condomii�iun�s witl� hundreds of residents. Eiccause eacl� eanc�ominiu�iz
has � its own resident ass�ciation, eacl� condon�initun h�s its a�vn re�ulatians a�id
character. �
Tlze character of the City of Cie�nvater is also dotiiinated by residenti�il uses, Bec�;�is�
Island Estates is geogr�iphically sep�ratc from the rest of the City, and �cc��tESC the City of'
Clearwater is very residential in cl�aracter, lhe praposed rezoning �vill b� iii ch�u•actcr
with existing and surra�indin� uses and wi11 �iot �dversely or t�nreaso�i��ly uffect the use
of otyter �roperty witl�in the vicinity, .
IV. SUFFICIENCY Or PUBLIC rACILITICS {Section 4-G02.r,5}
Thc Island Estutes neighbarhaad is approximately 2�0 acres in ��rca. i3ec�iicsc i�it5
neig�iborhood is com�ic:tely develnped, �ia redevelopment is cxpecteti tl�at wili iin��c�ct
public facilities. T�ie ttnderlyi��g land use catcgories oF Resiciential Urban (RU),
Rcsidcntia� Med�um,(RM), Residcntial Hig1� (RH), Ili5111l�tIDl��I {I}, Commerci�il Gcn�rul
(CG) �vould not to be clianged. The reza�ii�� will result in �� minirn�im lot sizc
requirement of 7,500 square fect for properties currcntly zoned LMDR instcad of 5,OG0.
This will ensure tlzat densities will jzat i�lcrease over time nizd, .�s a res��tt, II11J]i1ClS OIl CII,Y
services �vill not incres�se cit�ier,
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S:1Plunning p��partntcntll�COD1ISLAND ESTA'i'�Slresolulion und ordinu�iccsllicraningllF. Itrzuiii�sg St�it'I'
Report.doe
� L U?-03-02
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R�ad�v�ys .
BiiSCL� fll� t27C C171117tjrlYl�C P�717 R11105 Ii1f�1C �CllCiallOIl S��IIlCIiliC�S, it �vas detcrmii�cc� th�il
rczoni�ig ��vi11 result�i�� no c11an�� in avcr�gc daily trips. Tlsc nroposcd rezonin� �vill not
degrade the existing LOS.
MASS Transit �
There are no impacts projected for mass traiisit �vithin the �siand Estales vicinity. .
WAter '
Under the pro��ased zonii�g district no changes tivill be .experiet�ced in �vake► demr►nd,
therefore the proposed rezoning wil! not negatively �ffect ll�e Cily's ct�rrent Level of
Service for water. Island Estates currentty receives recl�imed �vater senrjces. T�115
service will continue ta be available to �the neighbnr��ood, but na �dditiona! need will
result from the rczonin�.
. Waste�vs�ter. .
The propased rezoning ivill generate no clianges i�i sanitary se�vags flo�v rates; tliereFore
� . the proposed amendme�it �vill create no impacts on thc City's i��ste�vatei' SyS[CIII or
ciirrent L05. �
Soiid Wastc
The �roposed zoning district will ��at �etieratc any additional solid was�e tl7�n curreiitiy
generated, th�reFvre, tlie praposed amendmeiit �vil! l�ave iio negative im�acts on tlle
City's current LOS far solici waste.
, . � Recre:�tion �nd Open Space
The proposed rez�ning will nat iiiipact parkl�nc� needs ajzd ihercfore will nat s�ffect tIic
� City's ct�rrent LOS for core system parki�na
SUM�l�ARY AND RECOMMENDAT�ONS
Tt�e prop�sed T�NCOD is caiisistei�i with tUe City's Co�nprehe�isive Plan, It is �Iso
consistent with and implemcnts provisions of the island Estates Neighborltioad Plan,
which is the special area plan required tn be dcveloped far �ny neighborliood
�, conservatio7 over�ay district ptirsuant to Comm�mity Develo�ment Code Section 4-GOS,
The propased r�zonin� is comp��tibl� wit2i the surrotinciing area, supports t��e ilcecis nnd
existing eharacter of t�te neighUorhood ai�d City, daes nc�c require nor a('1'ect t�ie provisioz�
af publie serviccs, �nd lhe baunduries are appro�riatcl,y ctra�vn,
The Planninb Departmcnt recommends APPROVAL of tl�e rczonin�; oithe Isl�ux� Cstc�tes
su�division �s fottaws:
5
' S;IPlunring DcpanmcnllNCOUIISI,AN� L'•STA'1'C5lresaluliun und ordinnnccslltcioqingllL'• Itr�o�ung Stu4'f
' '. . Itcpart.doc
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' � lsi�nd,Est�tes . . �
� �. Ne, i���borl�ood: .� . Tca rezo�e t��� �s�a�id Est�tcs Si�bd�v�sior� fraji� Lasv Mccli��ri�
� '. �. Dcnsity Rcside�itsa! {LMDR), Medi�im De��sity Resiciciitiai
� . '� (MDR), Mcdium Higl� Density Residential (MHDR}, Fii�h De��sity �
. .. ' Residential (HDR), Institution�l (I) n��d Commercial (C) tn Low j
� � � � � . Medium De�sity Residentiai/Island Estates Neig�ibarliood �
j �. Conservation Overlay Districl (LMDR/IF.NCOD}, Medium � 1
� . , ' , � , Density RcsideiitiallIsla�d Estates Neighuorhood Conseivntion !
. ' � , � � . � � . Overlay Dislrict {MDRI�ENCUD), Mediutii Hi�h Dciisity � �
. � �' � � � � � Residentia1/Is1And Estatcs Neighborhaad Conse�-vation Qverltiy � �
� , . � , � � • Distriet {MHDR/IENCOD), Hig�i DetZSity Residei�ti�il[sl�s�id � ;
';;.: � . .� , • , Est�tes Neigttborhoad Conse�vation Overl�y Districf �
� � . � ��. � . (HDR/IENCOD}, �nstitukional/Island ' �states Nei�ltUorliaod ;
�� � � � ' � � Conservation Overlay District (UIENC4D} and CommerciallIsla��d .
� , ��. Estates Neighbor��ood Conservation Overluy Districi :
.,:'..., • (C/TENCOD). . � � , �.. �
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� � � Prepared by:� Lachen.Woad � . � � . .
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. � • � � Attaclunents: . . , . ,
�; . � . � R�zoning Applicatian � � � � . . . �
,� . ' AeriAl Map of Isl�nd Estates Neighborhood ,�� �
, � � Sit� Lucatian Map , . .
, . r Exist.ing Zoning Classi�cation Map of Island Estates Neighl�orhood �
� Proposed Zaning Classification Map af Isl�nd �states Neigiji�orhaod ,� � �
� . , Existing Surrou�ding,Uses � -
� Ordinance No. G980-01 � � � � �
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5;1Al�nning DcpartnuntlNCDD11Si,ANU L•S'1'A7'�Slresa�ulion und ardinunccsll�cxoninbllG fiezuninb Stal7'
. � ' Rcport.doc ' .
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CITY �F CL�_,RWAT�R
,AP1'LICA7'ION� i'D�t 'LONING ATLAS AM�NDMEIeiT
��L�Nrt�yr srrzv�crs
NfUNICIPAL 5l"siZVICf'sS [3LIILDTNG, !OD SOU"I`I�I NIYRTI.�: �IV�NU�:, 2nd l�I.00I�
F'I-IONE (7Z7) SG2-�5G7 [�AX (727) SG2-457G
APpE.ICANT, PRDPERTY OWNERS, AND AG�NT 1NFORMATION:
,aPp�.icAN�rr�ann�: �sland Estates N�iqhborho_od_Study Committee
niw�uN�,aooR�ss: nla
PNOIYE NUMBEF2: nI� �AX NUMpER: IIIa
PROPER�nr owNERS: lsfand Esta#es Neiqhbornood Propertv �wners
(List alE ownevs) �
AG�I�T IVAME: FI'aCl B�ISICI7]an
MAILfNG A�DRE55: B� MlC�WaY �Slall{i, Cle_a__rwate�FL 33767
PHON� NUM6�R: � ) „ � . . -- - FAX NUMB�R: �
S1TE INFORMATION:
LOCATION: Portions of the �slar�d Estates Neighborhood_- see attac�ed map
s����T A�n��ss; nla
LEGAL DESCRIPTION: �,SGG �ttaCFiBCI}
PARC�L NIJMBER: n/a
EX�STINC ZOHI?�G: Low Medium DensitY Residentia�, Medium Densitv Residential, Medium High Densitv
Residential. Hi�h D�nsitv Residenkial, lnstitutionaE, and Commercial ��
PROPOSE� ZONING: Island Estates Nei hborhood Conservatian Overlav District in addition ta Low Medium
D�nsit Residentiaf P�ledium Densit Resid�ntia! Medium Hi h Densit Residentiai Hi h
Densitv Residential, lnstitutional,_and_Commercial
lANI] US� PLAN
c�ssiFicAr�or�: Residential Urban, Residential Medium, Residential Hiqh, Institutionaf, Cammercial Gen�ra!
51ZE OF 51T�: 2� �� aCl'@5 �
REASO�I FOR RE��EST: To implement the�lsland Estates Neiahborhood Conservakion O�erlav District
development requlatians
�, the undersigned, acknowledge t�at al!
represenkatfans made in tl�is aQpllcakion
are true and accurate to the best of my
knowledge.
/ � � � ` � /
L• % �11_L.'GL.La' �1 .� 1'��.� ��L f �l:t��
Slgnatt�re of property owne� or rapresentalive
! 1�%�J.a��ll�+t. • �:?5�141i•1►.�
STATE OF FLORIDA, COUNTY OF PINELLAS
5worn tn and subsaribed befare me thls ';''' day of
m aY , A.Dy�F za a z to me and/or
by F�4NG 1 a 6 G. [,�R�S}c.�,a�i , wha is persanally
knawn 6ias produced r�L�• GZ5_�gs_• �iR_ ��o as
i nt'��ati n. C,� �, to[o� d3
my comm[sslon axpfres:
P�ge 1 at 2
JOHN V. 5CFi0�iLER
My Comm Esp. 4120105
r�o. va aox � es
� k P�san�M Mra..n I I Dthu I.b.
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All tlie land in Cleanvatcr l�arbQr, k�iow�i 1s Isl�nd Es#�tcs lying noriticrly af tlie �
�� lnortherly riglit ofway lizie oFMcmaria� C.�t�sc�vay, less �nct cxcept the Fallowia�g ' ,
� � • 'iiescrib�d tracts: . � . ' ' � '
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l. � All of Block C, and Lots 1-3, 7, 9-13,�Block D, and tlie westerly G1 fect'of the � �
,,� � vacated rigl�t-of �vay.of Dory Pass7gc, Unit 5 Is1�nd Est�tes a�'CIearwater as � �
� �'. ., recorded in, Plat Book S 1, �P�ge 34, of thc Public Rccords of Pinel�as Caunty,'Florida,
�� .� ,�� . ' 2. Begii� at the inost, e�sterly corner af Lat 13, Block D oFUnit 5 Tsland EstatES of � � i
. � , CZ�arwater; as recordcd in Plat Baok S l, �Page 34, of the Public Records of Pin�llas �
�'+� -' � County, Flarida; thence N49°23'�l"W, 100.�d feet; t�1�IlC� NO�°23'41"W, 71.42 f
', ." � feet; to a point on a curve ta t�ie le�; thence along the arc of.said curvc, liavittg a
,,�. , � �
;� �. � radi�s of 70.00 feet,. a ctiord bearing of N75°47'40"E, a charcl lengtli of 23.86 feet, �
•.���� '' `� 23.98 feet; th�nce 549°23'41"E, 13G.75 feet; tl�ence SO$°I2'32"E, S1.OS feet; ihence � . '
; ��, . S40°36'1�9"W,� 16.G3 feet; thencc N�9°23'�41"W, G1.00 fee� to the Point oF , �
. Beginr�in�. . � , , �
., �� . 3. �s[a�id Yacht Club Condominium, as rccorc�ed in Condaminium Plat Bouk 39, Page !
,'�, , 7,4; of thc Public Records of Pine�las CotFnty, Florida. . . ' ��
4. The land bounded on the rtorth by Dory Passag�, on tlie sottth by Windtvard Passage,, ,'
� 3� , on�the west by Larboard Way and on the east by Isiand Way: ,
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. PR�P�SED zONING MAP
4WNER: �s�and Estates Residents
CASE: Z 02-Q3-02
SlTE: Island Estates NC�D PR�PERTY SIZE (ACR�S); 210 m.o.l.
� � �ZONiNL3 � ^r LANq USE
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• \��► . �
ORDINANC� NO. 6980-D2
AN 4HDINANCE OF THE CiTY OF CLEARWATER, FLORIDA,
AMENDING� THE ZONING ATLAS OF THE CITY OF
CLEARWATER BY REZONING AND APPLYING THE ISLAND
ESTATES NEIGHBORHQOD CONSERVATiaN 4VERLAY
DISTRICT AS AN OVERLAY DISTRICT IN� ADDiTI�N TD THE
EX�STING LOW MED�UM �7ENSITY RESIDENTfAL, MEDIUM
DENSITY RESIDENTIAL, MEDIUM HIGH DENSITY
RESIDENTIAL, HlGH DENSITY RE5IDENTIAL, iNST�TUTIONAL
AND �COMMERCIAL ZONENG DISTRfCTS FOR CERTAEN RE,4L
PROP�RTY LOCATED WlTHIN THE BOUNDARI�S OF ALL THE
LAND IN CLEARWAT�R HARBOR, KN�WN AS iSLAND
ESTATES LYING NORTHERLY C)F THE NORTHERLY RIGHT OF
WAY LINE OF MEMORIA� CAUSEWAY, �ESS AND EXCEPT
TME FOLLOWiNG DESCRfBED TRACTS: (�1) ALL �F BL.QCK C,
AND L(�TS 1-3, 7, 9-13, BL�CK D, AND THE WESTERLY G1
F�ET OF THE VACATED RIGHT-OF-WAY OF DORY PASSAGE,
UNiT 5 iSLAND ESTATES OF CLEARWATER A5 RECQRDEQ �N
PLAT BOOK 5'�, PAGE 3Q�, OF THE PUBLIC RECORDS OF
PINELLAS C4UNTY, FLORlDA; (2} BEGIN AT THE MOST
EASTERLY CORNER OF �OT �3, BLQCK D OF UNlT 5�S�A1�D
ESTATES OF CL,EARWATER; AS RECQRDED IN PI..AT BOOK
51, PAGE 34, OF THE PUBLIC RECORDS OF PiNELLAS
COUNTY, FL�RIDA; THENCE N49°23'4'l "W, '� OD.OD FEET;
TMENCE N04°23'41"W, 71,42 FEET, TO A POINT 4N A CURV�
TO 7HE LEFT; THENCE ALONG THE ARC OF SAiD CURVE,
HAVfNG A RAD1lJ5 OF 7D.Ua FEET, A CHORD BEARING OF
N7�°47'40"E, A CHORD LENGTM OF 23.86 FEET, 23.98 FEET;
THENCE S49°23'41"E, 136.75 F'EET; THENCE S08°12'32"E,
81.05 FEET; THENCE S40°36'19"W, 16.63 FEET; THENCE
N49°23'41"W, 6'i.OQ FEET TO THE P�INT OF BEGINNtNG; (3)
1SLAND YACHT CLUB CONDOMINIUM, AS REC�RDED !N
CONDOMiNIUM PI�AT BQQK 39, PAGE 74, (�F THE PUBLIC
RECORDS OF PiNELLAS COUNTY, FLOREDA; (4) THE LAND
BOUNDED ON THE NORTH BY DORY PASSAGE, ON TH�
50UTH BY WINDWARD PASSAGE, ON THE WEST BY
LARBOARD WAY AND � ON THE EAST BY (SLAND WAY;
PROVIDING AN �FFECTIVE DATE,
��//
WI-IEREAS the Island Estates neighborhood has devefoped the Isiand Estates
Neigh�orhood Plan pursuant to Section 4-608 of ti�� Clearwater Communiky Dev�lopment
Code; and
Ord. 698D-02
ti.
, i`•1, t , ,
WHEREAS, the City of Cl��rwater has approved the Islar�d Estat�s Neigl�barhood
Plan in Resolutian Q2-23; and
WHEREAS, the Island E�tates Neignborhoad Cons�rvation Overlay District will
operate in conjunction with . and in addition to the underlying Low Medium bensity
R�sidential, Medium Density Residential, Medium High Density Residential, Hig1i bensity
Resider�#ial, Insii#utional and Commercial zanii�g districts by providing specific reg�latio�s
unique to Island Estates; .
WHEREAS, the Communiiy Dev�lopm�nt Board, pursuant to its respansibilities as
the Local Planr�ing Age�cy, has reviewed this amer�dment, conducted a pubEic hearir�g ta
consider all pubiic testimony and has det�rmined that this amendment is consis#ent witi�
the City of Clearwater's Compr�her�sive Pla�; and
� � WHEREAS, the City Commission has fully.considered the recommenda#ion of the
Community DeveEopment Board and #�stimony at Ets public hearing; now t��erefor�,
BE lT ORDAINED BY THE CITY COMMISSlON OF THE � ClTY OF
CLEARWATER, FLORIDA:
� Section 1. The following described property in Clearwater, Florida, is hereby
rezoned, and t�e zoning a#las of the City is amended as follows:
Prop�rtv
` See attached Exhibit A
{z o2-o�-az� .
Zoninq Ma�
S�e attached Exhibit B
Zoning District �
From: Low Medi�m Density Residentia! ti.MDR),
Medium D�r�sity Residen#ial (MDR},
M�dium High D�nsity Residential (MHDR),
High Density Residential (HDR),
]ns#itutional (1), and �
Commercial (C) �
To: Low Medium Density Residentialllsland Estates
Neighi�arhoad Conservaiion � �verlay District
(LMDRIlENCOD),
Medium Density Residentialllsland Estates
Neighborhood Conservation 4veriay District
(M�RIIENCO�),
Medium High Density Residentialllsland Estates
Neighborhood Canservation Overlay District
(MHDRIIENCOD), � �
HigF� Density Residentialllsland Estates
Neighborhaod Conservation Overlay D(sirict
(HDRIIFNCOD),
Institutionall (sland Esta#e� Nei�hborhood
Conservati�n Ov�rlay District (IfiENCOD), and
2 �
Ord, 698D-02
. . . . ' ' � ' ` . , . r ' � ' . .
. ' +
. << � ' � � . . • . � . . . .
' ., . . . • . . . ' , ' .
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y+. � , , '. � .z . � . ,i . . . ' ' ' , ,
.� � ' '��� ' ! � : ' ' - • . ' . . � ' .� .
� . � .. i • • , - � ' , . , ' � - � . '
' . ' ! ' �, �.'�4.'' Z<<i J,'1 � �' � . , , .
. ?'� '.'. .•�ra,..�e• , , ..+,. .;'..... , ,�.. � . � .� . � . � � . � � . ' , • � .
� . � . . . . , . � , .
� � � , . , , Commercialllsland Estates Neighborhoad � ;
, � � , � Conservat�on Overiay District (CIIENCOD} �
�_ • . ,. . � - ,
.
.��' Sect�on 2. �The� Ciiy Manager or �esignee is directed to revise the zoning atias af
`,:: �� the Ci#y in accorda�ce wit� the for�going amendment. , � � �
. .. _ , . , ,
,. . , . , ;
.. . .� Section �. . This�ordinance shall take effect on September 9, 2DD2. � � ;
, . . . �
. .., . � � . �
,�.��, ','" . � � �, " PASSED OiV FtRST READ�NG . ' : !
� � � . � PASSED ON SECOND AND F1NAL � � � � , � �
-=.� '. � � READ1i�G AND ADQPTED � � . � . ' �
�.. .�. � : � . ' � - �
� � � . ' ° �. � . � � . � Brian J. Aungst .
. � ' � � � � � � � . Mayor-Commissianer , .
,,, : . . ,
- . Approued as to form. . � Attest: . ; ° '. �
., :. . . , � , . . � . . �
,�.� � � �
�� �� , �. Leslie K�. Dougall-Si e � � � � Cyn#hia E: Goudeau . � � , � � � ,
�. � � � � Assistant City Attorney � � City�Clerk , � .
. � � . , ��
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�: i. :a :�. � � . � , 3 . ' � , �. �rd. 6980-oz , � �
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� . � � �TTACI3NI�N7' . � .
� � ' . ' E!cE�ibit «��, . �
� � Tract A i, Coac��man Ridge SuUdivisiou, a�cording to thc map or plat tl�erevt'as recorded � �,
. , in Plat Book 83, pagcs 62 througl� G4, of the PuUlic Recards qf Pinellas County, Flaridn, ;�
�� ' LESS and EXCEPT the follo�ving c�escribed tracl: A��art oC thc Lot 145A as sho�vn on �
�; ,� ' the Plat ai Coachman Ridge, Tra�t A I as recardeci in Plat. Baok 83, pagcs 62, G3 a��d G4 .�. ��I
'. , , of the PuGiic Records �f Pinellas Caunty, F�orida, being more p�rticu�arly desct•lbed as � � �
.. �` follows: Begin at ktie mast north�vestcrly comcr of Lat 145A as sholvn nn said Plat af � ��
� Coacl�man Ridge, Tract A I and �o S SI° 32' 09" �, 50.22 fcet, aloub tiie Nor�h botii�dar�! . ,
, af said PIaE and Lnt �4SA; the�ee S SG° 57' 09" E,, SG.00 Ceet, along s��id Nort1� .
' boundary; thence S 08° 5G' S1" �, GQ.55 f�et, along the easEcrly l�o�iudary oi sair� Lot ;
�, � � 145A; thence S 88° 54' S8" W, 111.49 feet,'to a point on thc westcrly boundary oFsaid
' Lot I45A; thence N 03° OT 13" E, 1QO.a0 feet, along said tvester.ly bo��r�clary to tl�c � +
� , P.O.B.; And that part of said Lot I�SA clescribed as Follows: Coizimence �t the most
' . northw.esterly corner of said Lot 145A and go S 03° OT 13" tiV, 100,OD fcct, aIong the
- . �� westerly. �oundary�of said Lot 145A to tl�e P.Q.B.; ll��t�ee N 88° 54' SS" L-, 1.Q0 feet; ' ' I
,� � thence S 03° 07' 13" W, 77.15 feet, to �i point ozi the sauthwesterly baunci�u•y �f said Lot � . I
i�SA; thence N 22° 38' 29" W, 2.30 feet, a�on� saic� snutln�esterly bouzidary to a point �'
� : on the west8rly boundary of said Lot i45A; thcrice N Q3° a7' 13" E, 75.00 feet, aIo�ig i
�, saici westerly boundary ta the P.O.B.; AND Tract A II, Coacl�una�i Ridge Stibclivision, ' �
� . according ta the map or plat tliereaf as recorded in Plat Baolt 85, pages S7 and 58 uf tlie �. � . �
'� ,� Public Records of Pinellas County, Florida; AND Tract A III, Coachman Ricigc .
Subdivisian, accnrding ta the map or plat thereo#' as recorded in Plat Book 88, pa�e 73 oF �
, the Public Records of Pinelias County, Florida. �
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� � � � Ordinance No. d824-41 . . � � � � " �
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f1U�; (lG O� {31 : OUp .lU�.L Hkt i�KMNIY
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` • F1'S!! STt3�IIAa .
6� MaaV1►��+ ZSls�d
, C�ewwater, F�ari�n 337b7'
Augu�t 5,2UO2
.� MayrQr Auzigst, Cvmmissionars, and C�ty Manager Bili Hnrn:
l �I�'/ 1 �9k�-d 1'Ik P• �
����������Ir
� � Charlio Siemen described an ove�rl�y r�istrict as nae that cceated ardinance5 whi�h apply to
�� � unique n�ipahbarhoac�s with specia� needs �ch as mn historic Landmark di�#rict ar
I� � watec6ro�t camwunity. �
�
Istand Estates is suo#� a comaam.cnity and has defined its uniqu� watcrtront commuuiEy
��� cb�r��teristicg nnd cancerns tiu-ough 7 public mect,ings, a fi4p/o signed petition dr�ve and
, a bG°�o votEr rekurn on the bal�ats:
E
E
.. Th� High p��cent ofvotertumou� i,� tnily imzpressiv�. �learly v►+i�h such higb, munbcrs tb�e
pQSitiva votes a.rc explan�tory. A great nwnbcr of peapie said 'YES we� want this, I arn
. reminded afa s�egment that ai�red recc�tly on T'� West Wi�g wrth Henry Kxssiager. He suid
that very often eldremely impart�nt decisions c�me across the �'residtnt's de�k wit� a�9%
to 519'o ma�rgin between them. He eu�p�asiz�ed tisat the decisions, very► �mportant
dc�igianss, vv�re made e�ven wrth such a c�nse margia,
A vote af 50.1% woul� easily constitute a m.ajority vote in a PreSidential ar cominission
; electioni 1lt some paiut the majority must rule. Ifnot, as Chuck Stebbin;s reminds us, the
minori#y starts ruling. �
The �eopl� who voted YFS clearly mesnt YES.
X r�spect and sgr�e w'sth stai�'s re�ammend�tions. They have dane s truly profes�ianal and
woni��rfiil 3oE�. Iu my abs�ence from tho c�mrnission meetic�g, � wanld �sk th�t you
cAnsider al! of the�r zecammondatioms. Staff' has �pli�d a very iugica� and systametic '
appraac�t in d.�awing t�eir recomm,endatians.
Tbe peop�e who voted YES r�caxly m�aat Y�ES.
Tha People who voted NO had agendas that reguire scruti�y.
A: There are ihasc who vateci NQ down the licwe. �'Y1�ey do r�ot tiust govcrnment,
B: There �re those who have had code prob�ems with the city. They �tsve a personal
�genda.
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C: Thcre e� pcoprta who didn't unde�r�tand the propased ordinaaccs and so human nutur�
wilt prevgil- tliey voted r�o. (Many z�go�ted a�ter the fart chat th�y wouic� h�ve vo�ted ycs
' had tl�ey tnily understood th� c'sty �egas ordi�ance linga... too �atet)
b: 17��re, are those who respand greedily for their own be�cfit wlten r�deve�opicsg their
�,�nd. Ygu'vc mvt thc�a.. 1f they cauld they wauld build s.�eur hamcs u,p to th� �en�e �nd
se�wa�! ii�e. 1'l�ey want no ru�es �mposed e�pon them.
E. 1'k�cre was fbe unsigned lettc�r erroneously re�resenting th.e l�iAyor and tlie St, Pccc .
Timcs tryin� ta und�r�mine the correct fucts ahout the I�ICOD. {The nei�h6aarhood, civic
� assnciation and appausted board n�ver answvred t�at cowar�y pi�ce ofwork. T��e answer
to that rhetQric was tn simply encourage peopxe to vote aud so t3�ey didf )
Wben yon analyz� the reality af the No voies a# 49%, �nd �c�w #hey bXeak dov�m, you
xeai� the muttitude of mo�ives be�nd t�em. X value your good judgement in analy,an�g
these �gures.
�f tbe "Sque$ky Wheci" tums up at thc podium as they a�ways dn I wout� refar you to tiae
abov� age�adas. Ifth� "Squeaky W�aeel" sbaws up, tha o�es who just love to Muddy the
wat�rs I woulci of�er the fal�owing irtzought. T�e community signecl on ta this with a stron�
turnout. The Process has bee�n followed ta the �e�ter. Tlie �'rocess is Uv�r after your
consedcration, Pleas� do nat Zet th� minori�ty rule the c�ay. Therc are same statisticie.ns whn
wiu r,nme #a tha padium aad blow smnke. There ar� those who will ask to impose �ew
hcx�p$ b�cause t�tey clidn't win ti�e majarity. I believe thc Pz�ocess h�s workecl, �is coruglete
and the Majority has spoken.
I value yawr,N.d�cmcnt and �eel th�t Island Estates wiii work efficiently taw�d a .
sEi�cesgtul NCOD.
SincercYy, '
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�G��L.C� . �
Fcan BriskmRa, NC4D Commiri� member
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F'Qt�dU�v'IV�iy
�AN�I�EIV�EAIT
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�(1NSU�TANTS
849 Harbor Island Clearwaier, FL 337G7
pRODUCrrvrrYCOrvsu�.r�Nrs ro
�7�7� aa7-saas
lNUUS7R1'AND GOVERNMEIV7' 11ugu5t 5, 2002 COIUIM S�jpN
City of Clearwater Commissioners
�� l I2 South Osceala Aven�e
� Cicarwater, Ftorida 33758
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Dear CiEy Commfssioners:
AUG - � ����
C�-��K AT7'ORNEY
In the int�rest of assuring that you properly interpret ti�e 23 item Island Esfales
Overlay District survey, I have prepareci this analyses of the survey itesns.
The purpose of the survey is to determine if it is the desire af Island� Estates resicients
to have City code regulations placed or� the�n which are more restrictive than
elsewher� in�Clearwater. Having conducte;c! the survey, it is appropriate for the City
to change codes vnly if signifcantly more residents favor changes than opp�se khem.
The a�alyses sh4ws a 50/S0 draw an 18 of the 23 survey items. Of tiie remaining
ii�e items, three rec�uire no change: items 3 and 7�ecause tlze praposecl code is i�te
same as the current cocie and ;tem 13 because r�siclents rejected the more restrictive
ccide in favor of the currer�t code. That d�aves onty two items tor cor�sideration af a.
code chasige. They are item 1Q pratiibiting parking o❑ landscaped areas anc� item 22
storing commercial fishinglcrabbing equipment on residcntial property. It is believed
by many that violation of th�se two issues is mor� likely an isolateci issu� tliari a
problem warranting a chang� of City Codes.
, With the arguable exc�ptior� of ilems 10 and 22, the residents of Tsland Estates liave
not given the City of Clearwater a inandate to change cunent City codes. The
orig'snal goals of the Long Range Planning Department can, and should, be
implemented wiEhout code changes spe�ific to Tsiand Estates.
It wou3d be my pleasure to vo�unteer my services shauld the City of Clearwater
'� person:iel wish to discuss this further.
cc: Irtterested parties
S' ,
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Peter J. Hunt, P�.D.
Presiclent
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'� • � � � � Tablc of Contents . . � . . , ��
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Ezecutive Summary . . " . . � . . 1 f
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� �.. 1 The Questian � . . � . . . . � , . � 1 � .
:, ��.� . , . a . - . . ' . ' , , . , . . , ,
� . � . � . - �. The Answer . � ' . . � . . � . . � . . 2 . � . , . .
f �. � `' � i . . , � '. , . � • , ., :. � ,
Analyses . . . . ' , . 2 ,
'�,� � ..: � Summary . . , �. . ' '. . ' ' : : : � . ' . , "
. �; , ' � , , ' 1 . . � . :� � , ' � �
� �.,. . � I3iscussian . . ' ; . . . . ° . 4 , ` �
• i� � . ' . � �Conclusion . � . . . , , � , 5 ' , , . . � , � . .
. . � . . � . , , . .. � � . , � . ,
."'j' . . Recommendation . � . . ` . . . � . . .� 6 . .
���
� . . . APpendices . . . • • • � , • - � . � . � , � ,
;� ` Survey results as reportc�� in the Island Estates News �
�' : � . � � � , � Chi=square calculations for each survey item � � , � . -
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Istar�c� Estates
f Neighborliood Co��servatiosi Qvei•lay Dis�i•ict Rezo��ii�g
Survey A�zalyses
Prepared by: Feter Hunk, PI�.D.
. 849 Harbor Island
Island Estates
� Clearwatc:r, FL 337b7
Executive Summary:
August 5, 2002
Earlier this year a survcy was dane af Island Estakes households ta determine .
their support far the City of Clearwater imposing City code regulations.which
are moie restrictive than elsewhere in Ciearwater. Tt�e results, as pt�blished in
�sland �states News, showed that mask of the 23 survey item responses were
between �#7% to 53% "For." Visually, the results appe.�r to be a 50150 draw.
Sir�ce only. a sample (65.7%) returnect their survey, a statistical analyses must
be done oi the respanses t4 determinc if significantly mare peoplc support an
item (a code change) than are against tl�at item. 'i'his analyses was done
employing "standard statistical praclices" wiiich like "standard accounting
practices" are designe.� to keep �t» prackitio�er "honest.° �n only fve items
(#3, f�7, �10, #13, and #22) was a difference found between those responding
"For" and those responding "Aga�nst." Responses to the remaining 18 items
a�re no different than a 50150 draw. Of tlie five significant items, two (items 3
and 7} propose no change from tl3e current cale and it�m I3 �vas voted in
fa�t�r of ke�ping tl�e cunent cocle. That Ieaves only two items (#i0 and �22}
for a considered cfiar�ge,
"`�� The conclusion is that o�_ these two items are suitable for consideralion in
�� changing City code regulatior�s for Island Eskales thereby making tl�em more
restrickive than �lsewhere in Clearwater. � �
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The (�ucstinn:
is thcre a statistical difi'erence Uetween the rtumber of responses "for" a survey
item a�d the number of responses "against" that iiem? If not, the item is a.
' S0/50 draw and taking action based on the survey responses is inappropriate.
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Bascd on ti�c xsland Estatcs survcy, or�l�+ ttie following fivc items I�avc a
�" slatistical differencc betweecti lhose responding "For" and ifiose respondir�g
� �� "Against," �
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Itcm 3:
Item ?:
Itcm �0:
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rront building setk�acks for principal structures shall Ue 25 %et.
238 {57. G�Y } fvr anc� 175 (�2.4 J) against
Rear building sctbacks for acccssory slruclures shall be 10 fect.
23S (S6.S%) for arzd 181 (43.5 fo) against
Parking an landscapecl areas shall be prot�ibiteci.
237 (Sb.7%a} for and I$1 (43.3%) against
Ikem 13: Fences bekween principal structure and any right-of-way sliall bc
� prohibiteci. ,
�. 173 (41.7%} for and 242 (58.3%} against �
Item 22:. Commercia� fisf�ing equipment stored on residential properly
. siiall be prohibited. �
232 (55.5 %) for and 1 Sb (44.5 %) against �
` On the otk�er 18 items no c�ifference was faund betwecn t4iose responding
, "For" and thnse respanding "Against." One may only conclude that thesc
� ot�ter 18 items on the survcy are a 50150 draw.
Anu�yscs:
If everyoiie respont�ed it is appropriatc to takc aclion on all sun+ey items, cve�i
when the difference h�lwecn thase far and against is very sm�ll.
Unforl�:nately, ane third oi Islanti �sl��tcs residcnts c�id not respand. Since
City afficials must �epresent everyonc, not just those wlio responded, Elic
question pased far each survey ites�� is "�s thcrc a sigs�ificant difference ,
between E�e number of respanses for an� the number of resporises against?" IF
the answcr is no, tlien onc must concludc tl�e result on Ehat survey ikem is no
c�ifF�rent thari a S415Q spjit, anc3 no action an tt�at item should be taken.
'�'he appropriate analysis is callec� a Chi-squarc test. I have taken the
resportscs of the Island Estatcs survey (as publishecl in Isiand Estates News and
sliown in Appendix A vf tt�is paper) and conducteci a Ci�i-square test of eaci�
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survey item. Herc a;e ��ie results. (Sce Ap�endix II#'or cach c�lculakiar�.)
� Analyses wcrc a�l conduGted at the 0.10 l�v�l of significancc which is the mast
�� , lit�eral �evei desigtzcci to permit ever� sma�[ diftcrences bctwees� the num�er
. "For" arid the numb�r "Agair�st" to be found signi�eant�
� � .
Summary: . �
``�� Survcy Respanses Rcspanses Chi- Responses "For"
sr i , � „ u u u ,i �,
Iiem For Against Squarc vs. Agai�st
��.�
, .� 1 225 (54.0�'a) I92 (4b.0%} 2.6� No Differenc�
� 2 223' (53.6°!0) 193 ��l6:49�j 2.16 No I]iffcrence
�� . .
� � � 3*� 23$ (57.6%} 175 {42.�4%) 9.61 Yes - Diiference
4•' � �
.� 4. 215 (51.6%} 202 {48.4%) 0.41 No Difference
� . 5 218 (52.530) 197 (47.5%) 1..06 No llifference �
�,� � 6 197 (47.2�0) 220 (52.8�f'o) 1.27 No Difterence
�
� 7* 235 (56,5%) 1$1 {43.5°l0) 7.Q1 Yes - Difference
�: .
.�� 8 217 (52.4%} 197 (47.6°lpj 0.97 No Diffcrertce
��`� • 9 225 (54.0%) 142 (�G.Q%) 2.6i No Difference
��. � 10 �` 237 (56.7%) 181 (43,3°!0} 7.50 Yes - Differez�ce � �
11 2I3 {50.89�) 20b (49.2%) U.12 No DifFerence
,.,. �
.� � � 12 2I$ (52.39'0) 199 (�7.7 0) 0.87 No Difference
. 13 '" 173 (41,7�a) 242 (58.3Ro) 11.�7 Ycs - Differcncc
� � � .
; . 1� 218 {52.2�0) 200 {47.8°Yo) 0.78 No Differencc
,� : .
(continued)
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{Summa�y continued)
Survey Respanses
Item "Por"
i7csponses � Chi� .
"Against" Squarc
Res�onscs "For"
vs. "Against"
15 21Q (Sq.4%} 207 (49.b%} 0.02 No Differer�c�
16 214 (51.7%) 200 (4$.3%) , 0.47 No Difference
17 209 (50.1%) 208 (49.9%) 0.00 No Difference
1$ 21 �{51.7 %) 202 (�48. 3!) 0.47 No Di ffsrence
19 20� {48.7%) 214 (51.3la) 0.29 No Difference
20 217 (51.9 �Y ) 201 (48.1 %} 0.6I No Diffcreyice
. 21 ' 199 (47.4%a) 221 (52.6%} 1.15 No Difference
� , 22 * 232 (SS.S°l} , ; 1�6 (44,5°l0) S.OG Yes - Difference
� 23 202 {4$.7°Yo) 213 (51.3°ln) 0.29 No Difference
� * Survey items whcre responses were olhcr thar� a 50/50 split.
Di�cussion:
Suppose you �lippeci � coin 100 limes atyd found 49 tails and 51 heads. Wnul�
� you be correct in arguing that sincc your coin proc3uccd S1 �.heads it is bxased
, to fall hcads up7 Would 51 % hcads be enaugl� ta say t�e cain is biased heads
and then to ga on �o makc �signific:ant managemcnt dccisions based on thc coin
fa�ling heads? Intuitively and statistically you should undcrstand the answer is
"No." Any numbcr af hcads ncar ar�d arou��d 50 in I00 tosscs would .be
. considereci a chance happening. Then how� many lirads would you have io gek
in 100 toss�s to Uegin lo believe the 'coin is biasrd'1 Witii statistics kt�at answer
� is easy to dcierminc and that answcr is 63 hcac�s. �
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In ather worcls to comfortably say residents favor {or arc against) a survcy
item and to consider a corresponding code claange actually requires a respanse
of at least 639'0 (far or againsl) an a survcy ilem, (Aware of tiiis requirenient
of b390 the Federa� Governme�t has used two t�iirds (66.7°�) as the �ote
requ�red on issues of critical importanc�;.) No item on the Is�and Estates
sarvey got even near f,3%. The reason i�ive items in lhe Chi-square arta�yses
were found sigrtifcant was in those ana3yses ihe most liberal significance level
was used to fac;litate (bias if you wil[) the finding of a difference betwean
"For" and "Against" responses.
Since the City asketi the residents of Ts�and �siatas far their opinian on 23
very specific items.of CiEy codc, it scems important the City establish (ideat�y
before they look at tt�e survey results) a poi�t at which thcy feel a mandats has
been given tliem to act tv change city cade. The Cammunity Development
Roarcf naively selectec� 51 % whieh ss neither intuitively nor statistieally
correct. Th� proper thing ta do, is ko �se statistica� analyses to make a
decisian, if the Commu�ity Development IIoard desired a sing�e percentage
with which to judge all items, that percentage (mandate) using stand�rd
statistical pract�ces �s 63 %. If they desired to assrss eac4� item separately and
set tlie analyses up to �a�or finding a differencc bctwec�i "Far" and Against"
respanses, tt�at is the analyses which. have been done. Qnly five items were
tound to b� different than a 50150 split which is certair�ly not a mandate.
. Another way of laoking at the mandate issue is to realize one third of the .
r�� residents did �ot vnt� and one thicd voted against eacl� survey icem. That
=� mearts that two thirds of t}�e residcnts of Island Estates refused to give the City
�. a mandate for code change by either not voting or voting against each change.
`� The remaining third (actually 34%) is ir� favor of codc changes and 34%
�' � ccriainly isn't a mandat�.
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Cor�clusian:
On only survey items 3, 7, lp, 13 anci 22 wcre a signi�icant clifference found
between the "Co�" and "Agaic�st" votc. Thc othcr 18 bal�ot itcros each
represent a 50/50 draw a�id ik is inappropriate ta use ttyis data, in part or in�
whol�, to influcncc code changes.
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Qnly tt�e five items with statistical significance betwcen thc °Far" and
"Against" respanses can be acted on. No mattcr how tem�ting, the�attier 18
items represe�t a Sq/5U draw and City codes regarciing thcro s��auld be left as
tliey are. .Of these remaining five items, itcm 3 sets front bui�ding setbacks at
25 feet a�id item 7 sets r�r building setbacks Tor accessory structures at 10
fcet. That ha�pcns to be what the current codc requires, so item 3 and ilem 7
are maot and also shoUld bc left as they are. Of ttze remair�ing three items,
item 13 restricts Tences betwecn any portion oi tf�e principal structure and any
right-of-way li�e. Rcsidents of Is�and estates voted against tiiis in favor of
preserving t��e currcnt cade. So item 13 is alsv moot and shouid be leit as is. '
That lea�es oniy two. items for carisideratian: iiert� 10 which eliminates the one
car peemitted pasked on a lawn next a to drivcway and item 22 which wouId
include commercial fisliing and crab�ing cquipment inln lhings that cannot be
storeci in view o� �he public right-of-way ar i'rom aUutting propetties. Many
Island Estates resider�ts believe a problems witlt these two items is more an
isolateti irtcident rather than an issue wdrt�y of a more restrictive code cliange.
In light of th� lack of any evidence that tlie majority vf resic3enis of Island
Estates wanl a ec�de change, especially onc mare restrictive than the rest o#'
Clearwater, my recommcndation is to Ieave the code regulations just �s tt�ey
are. Afker all, we are talking abouk Island Estates, a premier �esidential
community where excellent development has transpireci for ovc�r 3U years
under existing City codes.
A further point to be made is this. Not char��,ing existing City codes for Tsland
Estates does not mean ttle City's Long Rang Planning Department goals for
Island Estates cannot be enactecl. These goals {which include enhancing
neigfibvr�ood amenities, �xnproving water qua�ily, safety and safe boating,
improving trafiic aiid street use, addressir�g neighUarhoc�d appearance and
maintenance issues, furtl�ering tiie ncighborlioaci character �nd redevelopment, .
i�tstaliing uti�it�es undcr�rou�td, and minimiziz�g st�orl tcrin rcntals) are worthy
endea�ors which tlie City sitnuld pursue, �
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TABLE C
;
; � Critical Values of Chi-square � �.
,. .
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,, r..� S�.gnificance 1.evei for a one-tailed test
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5 9.24 11.D7 ].3,39 �5.09
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t 7 �2.02 �4.07 16.62 18.48 ,
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].2 1$.55 2I.03 24.05 26.22
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,' � �.8 25.99 28, 87 , 32.35 34, 80
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25, 3�.3B 37.65 4�..57 44.3�.
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;�; 27 36.74 40.11 4�5.14 �6.95
; 28 37.92 4�..34 95. �42 �8.28 �
29 39.09 A2.69 46.59 �9.�9
�„ � 30 40.26. �43.77 47.96 50.89
�I�" ,
, Adopt�rl from R. A. Fisher and F. Yates, �tatistica3 Tables for �3j��',lcal��g��1t,�ral. .
�� ' , Londan: Longman Graup Ltd. (previousty� publisheci by Oliver
and Boyd, Edinburgh), 6th ed�tivn, �974, w�th kind permission..
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. SUB��CTIRECOMMENDATION:
Clearwa±er Clty Cammisstan
Agonda Cflver Memaxandum
Workscssinn Itcizt tl; �
Firiyl ARet�cl�� itc�li i{ °�� �
Meeliiig Dc�t�+; g'�8'02
Amend the Agrcement far Professianal Servires and �apF�rov� a Work Order for a fe�asif�ility study ��nd }��rmiltin�;,
af Aquifer 5tora�e anc� Recovery {A5R} usir�� reclaimec9 water to Post, Bucklcy, Schuh & jernigan (COR? �f 1'ampa,
FL in the ama�nt of $150,UOO.UO (of which a total of $7�U,0(}U will be reiml�ursed), �nd a�prove ca-fundin�
Agreements with the City of Largo and the Sauthwest Flarida Water Managem�nt District (5WF�V1v1D),
� and that Ihe a ro �riatc ofticials be aud�orized to executc same,
SUMMARY: �
• On 5e�tember 20, 2001, the City Commissinn approved {und�ng in the amount of $50,000 for participation in
a multi-y�ar project, the Largo/ClearwaterlPasco Aquifer Scorage and �ecovery lnterconnect. The prol�ct is to
� study, plan, de��lop, anc� construct ASR tech��oio�y for reclaimed water. The cancept of this �raject incluctes
developi�g seasonak 5tara�e for r�claimed w�ter cooperatively between the Cities of Largo and Clearwater, and
possibEy tr�nsmitti�� ex�ess wet weather flows to Pasco County to restore environmentially im�act�d wetland5.
� 7he spe�ific purpose of the A5R feasik�ility study is to evaluat� the patential for AS� systems in CI�ar4vaker and
Lar�o areas for seasona! starage of recl�imed water �nd re�iew patential pipe routes to Pasco County. The
study will also review pot�ntial im�acts to ot}ier le�a1 water users includin� any , patential impact on
. Clearwater'S puL�[ic water suPply.
�, ASR invol�e5 staring water underground in ac��ifer systems for recovery at a iater time, Th� t�chnolosy allows
far storage of reclaimed wat�r when the demand is iow fgenerally durin� the rainy season), and allows f�r
recovery of reCiaimeti water when the reciatmed wat�r demand is higher (generally durir�g the dry seasnn).
Storage of reclaimed water undergrou�d decreasPS the amount of storage infrastructure (i.e. 5tora�;� tar�ks}
needed abovgground and ailows for greater starage capacity of the reclaim�d wat�r,
• 7his project is anticipated to be executed in �aur phases; F�asibility (20q2), testi��� (�OD4), ASR well
�onsiructiqn {2005), follawed by interconnectin� pipeline r.onstruction {2005-08}. SW�W�I�ID estimates the
total cost nf t�e project to be ap}�roxiir�ately $9.56 millian and estimates the Clear�vater's sh}re of tlie tatak
effort at a6out $Z.5 mitlian over the duration of t#�e timeline, and �as ear�arkecl funding 6or ai! four p�ir-�se� o{
the project. ,
• T�e praj��t will benefit Clearwater by providing seasonal starage for reclaimed water, enablin� great�r access
to this resaurce for additionaE areas tn the City. AS�2 wil� afso pravide ti�e caPa#�ility to poterritaliy� r�duCe or
. efiminate surfare water discharge fram th� wastewater treatment plants, avaidinb r��ulatory iSSUes associated
wich these discharges.
• Th� engineering consulting firm Post Bucicley, Scituh & jernigan (EQR) were se�ected for this project throug�t
, the RFQ and RFP pracess. A selectian committes consisting of representatives af the cities �f Clearwater and
Rev�ewed by:�,�� �
k.egal i",�'�_lnFo urvc NA
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8udget Publ�c Works
Purchasing DCMIACM
Rlsk Mgmt NA Other A
S�bmEttad by:
Clty M��age� "�. ���
T�3R�4
printed on tecyclad paper
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�r�inating �ept.: G, 8a n cj� ��Sts�
u !ic Works Adminis �� 7ot�1
User Dept.; A. Nef#
/��"
Public lftilitfes
I Attar�ments
� �nvironmenral Aciv�sar
�oarcl Recdmmenc3�Cion
f� Ns�nc
;fPlDA.doc
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Current FY SSO,ouu
Appro�ri�tion Code:
Funding Ss�urec:
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.: • L�rgo chUSe Pf35&J primarily be�aus� af their A5a exp�ri�nc� in the, immedi�te arc���. If tF�is study indicates th� �
fe�sibility of A5R systems, ihen Phas� IE (ASR Feasibilit� T�stinb) is sc:iieduled to follow. .
�.• �The amenc�ment ta the prcifessional services a�;reemcnt provides for indemnificatian af Largc� fnr this praject
. only. � .
� 5WFWMD and the Ciky of La�go fiave committed,$50,flfl0 each f�r Pl�ase I. This, cnmbinE�d witt� Cle�irw�-�ter's
j � $50,OD0, i�rings the total cost oi feasibility and permitting (Phase p ta �� 50,000, 7he A�reemer�i with 11ie Cit�,�
� �. t�f L�rgv provides ��arificatiar� af re5p�ns�bilitieS bet�veen the two cities. The Agr�ement with the City of Lar�o
�� wi11 be presented to the i,argo City Commission on Aubust G, 20D2. C�earwater will be the lead go�ernmental ;
; , agenc.y. for t�e st�dy. ' � . � �
� . !
'� , Suffi�ient budget and it�nding is available in the Reclaimed Water Capital Improvement !'ro�;ram project, 315- �
� �3b739, for the r�quested amount'of $50,000 fc�r Clearwater's partian. � . 1
•� Funding for additional phases are subject to continued Commissian authorixation, review. of City waker/s�wer �. j
funding neecls, ana pro�ress with the feasibility study. � � � �
� �
." •� , Work will commence upon award and execution �f tF�e Work Order,.anc! will be c�mpleted within 3b0 days. ,
'�� Copies of the Work Oraer and both Agreements are available in the City Clerk's ofFice far review. �
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1n4eroffice Correspondence Sheet
{Vlayor and City Commissioners
AI Carrier, P.E., lnterim As�istan� Directar of EngineeringlESM
WilEiam Horne, City Manager
� Gai ry Brumback, Assistant City Manag�r �
Ralph Stone, Assistant City Manager
Cyndie Goudeau, City Clerk
Mahshid Ara�teh, P.E., Pu�l�c Works Administrator
� . ' Michael Quilien, P.E,, Engineering Director�
� Andrew�Neff, P.E., Public Utilities� Director
, � Date:
��.
July 1 S, 2002
RE: Aquifer Storage and Reco�ery
�,
At the regu[ar meeting of ihe Board on Juiy i 7, 2002, the #ollowing motion was
unanimo�sly approved upon second: �
"TMe �nvironment�l Advlsor� Board sfrongly endorses ihe conductFng. a Reclaimed
Aqulfer Sforage and Recovery. feaslbllify study. Thfs sfudy wil! bene�lt fhe Ctty by
determining If seesonaf s�forage of reclalmed wafer fs prac#lcaf. Seasorta! storage
vyil! a!!ow the Clty to can�tnue to expand the reclaimed water system !n the future by
6alancing wei anaf dry weaiher flows. lt also beneflts the Clfy ky enabltng the
westewate� treatment pl8nts to a���ln zero a►Ischarge avolding ever lncreasing
�' surfeco w�ter, c�l5charge permlt Ilonitatlons. The regTon beneflts from ihls project by
sending excess wet wea�ther flows narth to slressed we#lands ln Pasco County"
� Please accept this Board recommendation, as I was requested to submit this #o you by the
Board; in advance of the final minutes beIng produced, since the Board understood that an
agenda item will presented to the Commission for a recommendation at ihe August 8, 2002
, City Commission meeting.. '
m
M.
� � y
AGf�EEMENT NO.
�tf -�/�
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COOPERATIVE FUNDING AGREEMENT
, BETWEEN THE
. SOUTHWEST FL4RIDA WATER MANAGEMENT DISTRICT
AND THE
C�TY OF LARG4 �
AND THE
� CITY OF CLEARWATER
, FOR THE
LARGO/CLEARWATER RECLAIMED WA7ER ASR FEASIB�LITY AND PERMITTING
. PROJECT {HOf �} �
THiS COOPERATIVE FUNDING AGREEMENT is made and entered into by and betwe�n #he
S4UTHWEST FLORIDA WATER MANAGEMENT DISTRICT, a p�bfic corporation of the State
of Florida, whoso address is 2379 Broad Str�et, Brooksvi�le, Florida 34604-fi899, #or itself and
on behaii o� the Pinellas-Anclote Ri�er Basin Board, hereinafter coi�actively referrod to as the
"DiSTR�C7," and ths CITY OF LARGO and th� G1TY OF CLEARWATER; municipal
corporatians of the State of Florida, whose address for the CITY OF LARG4 is 2Q� Highland
Avenue North East, Largo, Flnrida 33770, hereafter referred to as "LARGO" and whose addr�ss
for the ClTY OF CLEARWATER is '� fi5A North Arcturas A�enue, Clearw�ier, Florida 3376�,
hereinafter refierred to as "CLEARWATER. " �
WITNESSETH:
WHEREAS, LARGO and CLEARWATER proposed a project #o the DISTRIC7 for fur�ding
consideration ur�der tf�e D�STRlCT`s cooperative #unding program; and
WHEREAS, the projec# consists of fhe feasibIli#y study and permi#ting of reclaimed water Ac�uifer
Storage and Reco�ery sjtes in LARGO and CLEARWATER, hereinafter referred to as the
"PRaJECT"; and
WHEREAS, the DISTRICT considers the PROJECT worthwhile and desires to assist LARGO
and CLEARWATER �n funding the PRaJECT.
NOW, � THEREF4RE, the D�STRICT, LARGQ and CLEARWATER, in consideration of t�e
mutual terrns, covenants and condilions set iorth herein, agree as follows:
1: PROJEGT MANAGER AND N�TICES. Each party hereby designates the empiayee set
iorti� below as its respective Project Manager. Project Managers shall assist wlth
PROJECT coordination and shall be each pa�ty`s prime contact persor�. NotEces or re�ao�ts
shal! be sent to the attention of each party's ProJect Manager by U.S. mail, postage paid, tn
the parties' addresses as set forth �n the introductory paragraph o� thls Aqreement.
Project Manager for the DISTRICT; . Anthony Andrade
� Project Manager for LARGO : � Lynn Ambrosiano
� Project Manager for C�.EARWATER: Andy Bachtel
P2�ge 1 of '7
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Any changes to tf�e abave representatives or addresses mtast be provided to the othPr
party in wri#ing.
�.� Th� DISTRICT's Project Manager is hereby authorized to approve requ�sts ta extend
a PROJECT task deadlin� set #orth in this Agreement. 5uch apPro�ai shall be in
writing, shall expla9n the reason for the extension and shall �e signed by the Project
Manager and his/her Departmen# Director, or Dep�ty Executive ❑irector if the
Department DErecior is the Project Manager. The DISTRICT's Projeet Manager is n�t
authorized to approve any time extension wnic� wi<< r�suif in an increased cost to t�e
D�STRICT or any time extension which w�li likely delay the fina� PROJECT #ask
deadline.
1.2 'ihe DISTRICT's Project Manager is au#horized to adjust a iine item amount of t�e
Project Cost set �orth in Exhibit "B and C" or, if applicable, the refined budget as set
forth in Paragrapn 3.1 below. The adjustment shail be in wr;ting, shall explain tf�e
reason for the adjustment, and shall be signed by the Project Manager, hislher
Departmen# Director and their Deputy Executive Director. The Dl5TR1CT's Project
Manager is not authorized to make changes to the Scope of Work and is not
au#horized to approrre any increase in t�� not-to-exceed amount set forth in the
funding section of t�is Agreement.
2. SCOPE OF WORK, Upon receipt of written notice to proceed from the DISTRICT, LARGO
and CLEARWATER shall pertorm the services necessary to complete the PR�JECT ln
accordance with the Special Project Terms and Conditions set forth in Exhibit "A" ar�d
I.ARGC) and CLEARWATER's Proposed Project Plans set forth in Exhibit "B and C," both
attact�ed here#o and incorporated herein. Any changes to this Scope of. Wark and
as�ociated costs shall be mutua�ly agreed to in a formal written amendment approved by
the DsSTRICT Governing Board and LARGO and CLEARWATER prior io being performed
by I_ARGO and CLEARWATER. LARGD and CLEARWATER shai! be solely responsibfe
for managing the PROJECT, includir�g the hiring and supervising of any cor�sultan#s each
engages under this Agreemen#. �
3. FUND�NG. The parties anticipate that the total cost of the PROJECT will be One Hundred
and F3fty Thousand Dollars ($� 50,D00). The DiSTRICT agrees to fund PR�JECT costs �p
to Twenty Five Thousand Dollars ($25,OD0) for LARGO and Twenty Five Thousand Dollars
($25,000} #or CLEARWATER, for a total amoun# of Fifty Thousand Dollars ($50,000} and
shafl have no obligation to pay any costs beyond this max(m�am amount. LARGD and
CLEARWATER agree to fund PROJECT costs up to Fifty Thousand Do�lars ($50,000)
each and shall be responsible for all costs �n excess af tho antic�pated total PRQJECT
C05t, 1�4RG0 and CLEARWA7ER shall be the lead parties tv this Agreement and sha��
pay PROJECT cos#s prior to req�esting reimb�rsement from the DISTRICT.
3,1 The DISTRtCT sha�! reimburss LARGO a�d CLEARWATER for the DISTRIC7's
share ofi PR�JECT costs in ac;cordance with the Project Costs set forth in Exhibit "B
and C." LARG� ar�d CLEARWATER shall con#ract with a consultant(s) in accordance
wi#h the Special Pro�ect Terms and Conditions set forth in Exhibit "A." Upon written
DISTRf CT approval, the budget amounts for the work set forth �n such contract(s}
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shaEl refine the amounts set forkh in the Project Costs and shali be incorporated �ere�n
by reference. The DlSTRiCT shafl reimburse L.ARGO and C�EARWATER for 5�
percen# of all ailowabEe costs in each DtSTRICT approved invo�ce rece�ved fram
LARGO a�d CLEARWATER up to the maximum DISTRICT contribution, as set forth
above, of Twenty Five Thousand Doilars {�25,000} each. At no point in time shali the
DISTRICT's expenditure amount under this Agreement exceed expenditures made by
LARGO and CLEARWATER. Payment shal# be made to LARGO and CLEARWATER
in accordance with the Florida Prompt Payment Act, Part Vfl of Chapter 2�8, Florida
Statutes (F.S.), �pan r�ceipt of an �nvoice, with the appropriate. support
documentation, whiah shal) be submitted to the D�STRICT at ihe compl�tion of the
feasibility study and at the completion of the permitking submittal at #he fol�owing
address: .
Accounts Payable Section
Southw�st Fforida Wate� Management District
Post Office Box 1� fi6
Broo�CSUiII�, Florida 34605-1166
3.2 The maximum amount oi $150,000 includes any travel exp�nses which may �e
authorized under this Agre�ment and reimbursemen# sha�� be paid only in accordance
with Section 112.06�i, F.S., as may be amended from time to time, District Poiicy �30-
5 and District Procedure 13-5, attached hereto as Exhibit "D."
3.3 LARGO and CLEARWATER sl�all not us� any DISTF�ICT funds for any purpases not
specificaliy ident€fi�d in th8 abo�e Scope af Work.
3.4 Each LARGO and CLEARWATER in�oice shali include the foltowing ce�tification, and
LARGO and CLEARWATER hereby agree to defegate autharity to its respective
Praject Manager to affirm said certification:
"! hereby certify t�at the cos#s req�ested for reimbursement and LARGO's,
CLEARWATER's (appropria#e invofcing entity) matching funds, as represented in
this in�oice, are directly related to #he performance under the LargolClearwater
Reclaimed Water ASR Feasibility and Permitting Project (H412) Agreement
between the Southwest Florida Water Management District and the City o#
LARGO, the Ciry of CLEARWATER (appropria#e invoicing entiiy) (Agreement No.
), are allowab�e, allocab�e, properly documented, and are in
accordance with the approved project budget."
3.5 The D15TRlC'i' shall have no obligation to raimburse LARGO and CLEARWATER tor
any costs under this Agreement until completicn of each af the PRO�ECT line items.
3,6 The D15TRICT's performance and payment pursuant to this Agreement is contingent
upon thQ DISTRICT's Governing Board appropriating funds for the PROJECT.
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4. C�NTRACT PERIOD, T�is Agreement shail be effoctive upon executEOn by all parties and
shall remain in effect through Decembsr 31, 20D4, c�nless termir�ated or amended in w�iting
by the parties.
5. PR�JECT RECORDS AND DOCUMENTS. Each party shali, upon request, permit t�e
other parties #o exarnine or at�dit ali PROJECT related records and documents d�ring or
following completion of the PROJECT. Each party sha�l maintain a�l such r�cords and
documents #or at least three {3} years #ollowing comple#ion of the PROJECT. All recotds
and documents qenerated or received by the part�es in relation to the PROJECT are
subject to the Pub�ic Records Act in Chapter 119 F.S.
6. QWNERSNIP OF D�CUMENTS AND OTHER MATERIALS. AI� dacuments, �ncluding
reports, drawings, estimat�s, pragrams, manuals, specl#ications, and all goods or producks,
including intellectua! properly and �ights ther�to, purchased under this Agreement wi#h
DISTRICT f�nds ar deveioped in Gonnection wi#h this Agreement shall remain the prop�rty
of the DISTRICT, LARGO and CLEARWATER. Duplicat� originals of afl documents shalF
be provided to the DISTRICT.
7. REPORTING, LARGO and CLEARWATER shall provide #he DISTRfCT with any and all
� repor�s, models, studies, maps or other documents resuit;�rg from the PRa�ECT.
8. LIABILITY. Each party #�ereto agrees that it shall be sole�y responsible for t�e negligent
acts or omissions of its offic�rs, employees, contractors and agents; however, nothing
contained herein sha�i constitute a waiver by either party of its sovereign immunity or t��
limitations set forth in Section 768.28, F.S.
9. DEFAULT, Any party may terminate this Agreement upon another party's defauSt in
compfying with any term or condiiion of this Agreement, as long as t�e terminatiiig party is
nat in defauli of any t�rm or condition of this Agreeme�t. To effect termination, the
terminating party shall provide the default�ng party wEth a written "Notice of Terminaiio�"
stat�ng its intent to terminate and describing all terms and conditions with which the
defaulting party has failed to comply, if the defaulting party has not remedied its default
within thirty {30) days after receiving the Notice of Termination, th�s Agreement shall
automatica�[y terminate.
10. RELEASE OF INFORMATION. The parti�s shall not initiate any oral or written media
intervfews or �ssue press releases on or about the PR�JECT without provid�ng advance
cop�es to the other parties. This provision shai! not be construed as preventing the parties
from complying with the pub�lc records disclosure laws se# forth in Cl�apter 119 F.S.
1�. DISTRICT RECOGNITION. LARGO and CLEARWA7ER shall r�cognize DiSTRICT
funding and, if applicable, Basin Board funding ir� any reports, models, studiss, maps or
other documents resul#ing from this Agreement, and the form of said recognitian shall be
s�abject to DESTR�CT approval. If constructiors is involved, LAi�GO and CLEARWATER
shall pravide signage �t the PROJECT site tliat recognizes funding for this PROJECT
provlded by the DISTRICT and, if applicable, t�e Basin Board(s). All signage must meet
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with DISTRICT written approval as to form, content and location, and mUSt be in
accordance with loca� sign ordinances.
12. PERMITS AND �iEAL PROPERTY RCGHTS. LARGO and CLEAFiWATER shall obtain ail
p�rmits and all real property �ights necessary to compfete the PROJECT. The DISTRICT
shall ha�e no ob[igation to reimburse LARGO and CLEARWATER for any costs under this
� Agreement untEl LARGO a�d CLEARWATER have obtained such permits and rights.
13. LAW COMPL�ANCE. Each party sY�all compiy with all applicable federal, state and local
laws, rules, regulations and guidelines, reiative to performance under tliis Agreeme�t.
14. COMPLIANCE WiTH DISTRICT RULES & REGULATIONS. If the PROJECT involves
design servic�s, LARGO and CLEARWATER's professional designers and D�STF��CT
regulation and projecis staff shall meet regutarly during the PRO,�ECT design to discuss
ways of ensuring that #he final design for the proposed PROJECT shall technically comply
with al! applicable DISTRICT rules and r�gulations.
�5. DISADVANTAGED BU5INESS ENTERPRISES. The DISTRICT expects LARGD and
CLEARVIfATER to use good #aith effarts to e�s�re thaf disadvantaged busir�ess
ent�rprises, which are qua[ified under either federai or state law, ha�e the max�mum
practicabls opportunity to participate in contracting opportunities under ihis project
Ag�eemen#. �nvoice documentation submitted to the D�STRICT u�der this Agreement shall
incfude info�•ma#ion relating to the amour�t ofi expendi#ures made to disadvantaged
businesses by LARG� and CLEARWATFR in relation to this Agre�m�r�t, to the extent
LARGO and CLEARWATER mainkains such �nformation.
� 6. ASSIGNMENT. No party may assign or tran�fer its rights or obligations under this
Agreemen#, inciuding any operation or maintenar�c� duties related to t�Q PROJECT,
without th� writt�n consent of the ather parties.
� 7. SUBCONTRACT4RS. Nothing in this Agreement shall create, or be implied to create, any
refa#ionship be#ween the DISTRICT and any subcontractor of LARGO and CLEARWATER.
i8. THIRD PARTY BENEFICiARIES. Nothing in #his Agreement sha�l be constru�d to benefit
any person or entity not a party to this Agreem�nt.
19. LOBBYING PROHlBITION. Pursuant to Section 216.347, F.S., LARGO and
CLEARWATER are hereby prohibited from using funds provided by this Agreement for t�e
purpose of lobbying the Legislat�re, the judicial branch or a state agency.
20. PUBL[C ENTITY CI�IMES. Purs�ant to Section 287.133(2) and (3}, F.S., a person or
affiliate who has �een placed on t�e convicted vendor list following a conviction tor a publfc
entity crime may not submi# a bid on a contract to prov�de any gaads or services to a public
entity, may not submit a bid on a contract with a p�blic entity for the construction or repair
of a public building or publ�c work, may not submit bids on leases of reaf property to a
publ�c entity, may not be awarded or perform work as a contractor, supp��er, subcantractnr,
or consultant under a contract with any public ent�ty, and may not transact bus�ness with
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an� public entity in excess of the threshold amount provided in Section 287.017, F,S., for
Category Two, #or a period of 36 months fxom the date of being plaeed on the convicted �
vertdor �ist. �
2� . D1SCRlMINATiON. Pursuant to Section 287.134{2)(a}, F.S., an entity or affiliate who has
. be�n placed on the discrlminatory �andor list may not submit a bid on a cor�tract to provide �,
any goods or senrices to, a publEc entity, may .not submit, a b�d on a contract with a pub�ic
entity for the construction or repair of a public building or public work, may not s�bmit bids �
on � leases of rea! property to a public entity, may not be awarded or perform work as a
contractor, supplier, subcontractor, or consultant under a contract with any public ent��►, .
and may not transact business witi� any public entity. . � . .,
22. MOD�FiCATI�NS. This Agreement cor�stitut�s�the entire agreement between ti�e parties '.
and m�ay be amended on�y in wr�ting, signed by all part�es to tt�is Agreem�nt. � .
23. DOCUMENTS. � The foifawing documents are attached and made a part of this Agreement.
In #he event of a conflict of contract terminology, priority shall first be given to the language
in the body of this Agreement, then to Exhibit "A," th�n to Exhibit "D," and then to Exh�bit "B
and C." �
A. Exhibit "A" Sp�cial Project Terms and Conditions , �
B. Exhibit "B" CLEARWATER's Proposed Project Plan ,
C. Exhibit "C" LARG�'s Proposed Prajec# Plan � �
D. . Exhibit "D°� District Trave! Procedure 13-5
�. � The remainder of t�is page ir�tentionally ief� blank. �� i
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fN IM3TN�SS WHEREQF, the pa�ties hereto, or their lawful representatiues, have executed this
Agreement on the day and year set forti� next to their s�gnaturss below,
� S�UTHWEST FLC�RIDA WATER MANAGEMENT DISTRICT
By:
Witness E. D. Vergara, Executive Director Dat�
. Federal �D#: �9-�9650fi7
. : Coun#ersigned; � CITY OF CLEARWATER . �
. By: .
, Brian .!. Aungst William B. Harne I!, City Manager .� Date
Mayor-Gommiss�oner
� A roved as form: Attest:
, .
� � gy;
� City Attorney' ff;ce Cynthia E. Goudeau� City Clerk Date . .,
Federai ID#: 59-BOOQ289 � �
ClTY OF LARGO � �
. ey: �
Attest �. Steven Stanton, City Manager Dat�
' Federal ID#: 59-50003fip
� COOPERATIVE FUt�DI�JQ AC3RE�MENT
8E'TWE�N ihE
. SOUTHWEST Fl.ORIQA WA7E�t MANAC�MENT D15TRICT
• AtVD 1'HE
TH� CITY OF LAfiGO
• ANq TH�
CfiY OF CZE4RWA'��A
� FOR THE
. LARGOICL�ARWATER R�CLAIMED WATER ASR F�A51BILiTY ANQ PERMITTiNG PROJECT (H012j
, � � � ° �
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' � . . � , Pag� 7 of 7
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DI5TR1C1' APPROVAL i l 5 DAT
L�OAL , • � , � .
RISK M4M�' �
� CONTRACTS ,1 G �'
DEPT DIK � -
DEPU'i'Y EXEC U�R
GOVERNINO 80ARI7 „ • !s �''- %�
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AGFI�EMENT NO.
EXHIBIT "A"
SPECIAL PROJECT TERMS AND C�NDITIONS
'i. CONTRACTING WITH C�NSULTANT. LARG4 and CLEARWATER shail engage t�e
services o� a consultant(s), hereinafter referred to as tY�e "C�NSUL.TANT," to conduct t�e
feasib�l�#y study and obtain the necessary permitting for the PROJ�C71n accordance wi�h
LARGO's and CLEARWATER's Proposed Project Pians previously su�mitted to the
DfSTRICT and attached as Exhibit "B and C." LARGO and CLEARWATER shall �e
responsibl� for admir�istering the contracts with the CONSULTANT and shal! give notice
to proceed to the CONSULTANT no later t�an Septemb�r 30, 2Q02. LARGO� and
CLEARWATER shail keep the DISTRiCT's Project Manager app�ised on all PROJECT
related matters.
2. APPROVAL OF CONTRACT, LARGU and CLEARWATER shall obtain the DISTRICis
prior written approval of a1! contracts entered into with its CONSULTANTS as referenced
� abave in iiem number one of this exhibit. The DtST�iiCT shail nat unreasonably withl�old
� its appro�al.
3. CaMPLET(QN DATES. l.ARGO ar�d CLEARWATER shall cammence the feasibill�y
study and permitting on th� PROJECT by Septemloer �0, 2002 and shall compiete a11
aforementioned work wi#hln twenty fov� months of said commence date. However, in the
event of any national, state or local emergency which signiiicantly affects LARGO and
CL.EARWATER's ability to pertorm, such a� hurricanes, tornados, fioods, acts o� God,
acts of war, or other such catastrophes, or other man-mad� Pmer�encies beyond the
control of lARCO and CLEARWATER sUCh as labor strikes o� rfots, then LARGO and
CLEARWATER's obligation to complete said work within aforement'soned time fr�mes
shall be suspended for th� period of time the condition continues to ex�st.
4. PROJECT C04RDtNATiON. LARGO and CLEARWATEi� shall ke�p t�e D15TRtCT
advised at all times during the course of the PR4JECT'. LARGO a�d CLEA�WATER
�hall provide th� DfSTRICT's Project Manager with advance notice of a!I PROJECT
meet+ngs with the C4NSULTANT, and regulatory agencies and sha�� copy the
D1STRiCT's Project Manag�r on al� pertinent PRt]�ECT related correspondence. LARGO
and CLEARWATER shall pravide the DISTRLCT's Project Manager with updated
feasib�[ity study and permttting schedules. �ARGQ and CL�ARWAT�R shall provide the
DISTRlCT's Project Manager written bi�manthiy status reports on January 1, March 1,
May 1, July 1, September �, and Novemb�r 1, of each year thrpugh out the term of the
Agreement.
5. RECLAIMED WATER ASR GIS REQUlREMENTS. Reclafined water ASR and facility
information sha�l be delivered to the DISTRICT as two separate Arcln#o coverages or
ESRI shapef�fes.
Pags 1 of 3
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Coverages shaii have the following characteristics:
� Double Precislon.
► Projection of Universal Transverse MPrcakor (UTM), Zone 17, NAD 83190 dat�rn
(HPGN), units of ineters or State Plane Feet, West Zone, NAD 83/90 datum.
► Full topological structure with no edlt masks.
� Verified FUZZY tolarance of .001 meters.
Shape files shal! have the following characteristics:
Projection of Univ�rsal Transverse M�rcator �UTM}, Zone 17, NAD 83/9� daturn
(HPGN), uni#s of m�ters or Sta#o Plane Feet, West Zone, NAD 83/90 datum.
Afi iin� features shal� be snapped at cvnnecting eRds.
Shared borders of adjacent pofygon features shall have exact coincidence. Na
slivers are permissible. This r�quirement is analoga�as to the topological
requirements for Arcln�o polygon coverages.
These co�erag�s are d�signed to b� deveioped using heads-up digitizing techniques
from 1:� 2,000 digstal orthophotos. Higher acc�racies are permissible, but the attrtbute
and topologic�l structures d�#ined below shall be adhered to. �f requested, the
DISTRICT shall provide tech�icai assistanae and digital orthophoto bas�maps t�at can
be u�ed for data automation. All coverages shall be deii�ered as Arclnfo EXPC?RT or
shape�iles fiiles on new 8mm tapes or CDR4Ms. ff approved in writing, transfer via
lntern�t FTP shaii b� accepted, The following coverages shall be deii�ered:
Waste N/afer Treatment Plan#s
Co�erage Name: WWTREATPI�
Description: Locations of all waste water treatment plants. Locations are fio be
represented by a point that represents th� approximate c�nter of
the main entry gate of the proper#y on which the treatment plant .
' resid�s.
Coverage Typ�: PaINT
Items in addition to default a#trlbutes for Arclnfo point co�erages.
RLANT CAPACITY 4, � 2, F, 2 Permitted annua� daily ave�age treatment capacity,
� . in millions of galtons per day (MGD).
PLANT FLOW 4, � 2, F, 2 Ann�a! daily average o� treated water, !n millions of
gallans p�r day {MG�3),
REIJSE_CAPACITY 4, 12, F, 2 Permitted annual a�erage reuse capacity in millions
o� galions�per day.
Page 2 of 3
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PLAN7_RE_FLOW 4, 12, F, 2
REP_YEAR
PLANT_NAME
TREAT_LEVEL
4, 4, I
40, �0, C
3, 3, C
D�S�NF LEVEL . �� 2,2,C
1 '
Annuai daily average fiow of reclaimed water, in
millions of gallons per day (MGD).
Reporting year PLANT_FLOW an�
PLANT RE_FLOW values:
Name of treatment plant.
Treatment �evei: -
ADV Advar�ced.(AWT).
SAD Secondary treaiment wiih filtration.
SEG Secor�dary treatmen�.
FT FuE� ireatment.
Disinfec#ion le�el:
BA Basic.
IN Int�rmediate:
HI High.
FT Full treatmen� disinfection.
Reclaimed Water Storage Areas �
Co�erage Name: RWSTORAGE
Descripiion: l.ocations of all reclafined water storage facilities: Locations are
� to be rep�esented by a point t�at represents the approximate
. center of #he main entry gate at which the reclaimed storage
facilities reside.
Coverage Type: PO[NT
I#ems in addition to default attributes for Arclnfo point coverag�s. .
STORAG��.TYPE 4, 4, C�ype of reclaimed water storage facility:
POND Pond o� uncovered tank.
TANK Tank. �
� ASR Aqulfer storage and recovery.
STORAGE_FUND �, 1, Cls funding provided by the District for this facility?
.Y Yes
�N No
STORAGE_STAT 2, 2, CCurrent sta#us of storage facility: '
EX Existing.
� . PR Proposed.
Page 3af 3
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` E.YHIn11' «Bf,�
P�4POS�D PR�.JECT PLAN
AGREEM�NT NO. .__ __.�
AYi'LICANT: C1TY OF CLEr{►RWr�TER, FLORIDA ,
PRO.TECT: �. LARGO 1 CLE�WATER- REC:LAIlV1ED WA"I'CR ASR
FE.�SIBILITYAIVD PERMI'I'TING (HD12)
NARRATSVE: Th� demand for reclaimed water for irrigation purposcs varies
1.
2.
seasona�ly whi�e the s�tpply afreclaimed watec remains r�latively
, �xed. Managing this variatinn between supply and demand is the
. key to o�timizing r�claimed water on ar� annual basis. Reclaimed
� Water Aquifer Storage and Reco�ery (RWASR} w�lls provide an
altern�te methad t� manage the sup�ly of reclaimcd water and
insure suff'�cient water to meet the grawin� seascanal demand. The
,, use af RWASR wells will further assist' the City in reduCing the
demand on potable quality ground water supplies and reducing �
effluent autfall. Cleari�vater plans to begin tt�e RWASR process by
initiating a feasibility study and permitting to determine iFth�: City
��.� can proceed with the instalIa�ion a�'RWASR we!!s.
TYPE OF �ROJECT: ,
The project is a keclaimed Water Aquifer Stara�e and R�covery fcasibility study
ana perm�iting, Th� feasibility study will evaluate tl�e Potential for R�VASR weil
develaprraent in th� Cjean�vater area and any possible impact on the patable weIl
system. The study v►►il� a�so determine the best 4�tions far a Clearwater! Lar�o
intercannect and an interco�nect to the pro�osed PASCO pipeline.
PR4.�ECT OBJECTIVE:
�'he prajeci, when cnmpjeted, will serve th� following objectives;
A, . To provide the initial ste�s for an alternate source of reclaimed watcr
stvrage for meeting seasnnable demand for residences and cammc;rci�l
establislimcnts tor industrial use and irrigatin� iawns and parics in the City
� a� Clearwater.
B. � To assist the ttaree Ciearwatcr Wastewater Rcciamation facilitie:� in
, reducing the amount ofeffluent disch�r�ed into 5tcv�nsans Crec�C uncf
Tampa Bay. � �
C, ` Tp�r�duc� the amount of fresh water b�ing withdrawn from under�;round
ar ather sources. � �
Pugc i oF7
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3. PROJECT DESCRIPTI�N: � . �
�], A general locatian map is attached, {Fisvre l). ,
.. Z. The praj�ct wilt include:
,� , A RWASR %asibiIity study -- with fo�r propased welj sites (two for
•,� Cle�rwater anc� two for Larg4}, •
A prap�sed interconnect route between Clean�vater and Lar�o.
� A proposed inter�annect raute �o the proposcd PASCO PiQeline.
� A DEP perrnit for the faur RWASK wejis.
�. 3, � The project will investigate the feasibility ofRWASR's �s ar� alternative
� � methoa� ofsto�ing reclaimed water. This will pro�ide additiona� rcclaimed
. water to offset patable guality groundwater usage for irrigatian and
• industria� uses. �
4. T�� projeci will determine the feasibility and potential connection paint,
� of an interconnect between CIearwater and Lar�o reclaimed water
�, systems. A patential interconnect tn the proposed PASCO pipeline will
also be considered. ' � �
' 5. . There are na wet weather mana�emer►t systems in this piiase o�t�e
program. (aniy ItWASR Feasibitity and perrnitting are lnvo�ve� �n this
. phase.)
G. The Ciiy o£Clearwater's rec�aimed water usag� is approYimately 65°�0 �
commerciaUindustrial and 35% residential.
, 7, The �roject is located in the Northern Tampa Bay Water Usc Caution
� tl.rea. , • � �
�.� The Clearwater adv�nced wust�watsr treatmei�t facilitics have a patcntial
� : � capacity of 28 MGD. '
� 9. This project Fts into th� B�sin Board Plan hy responding ta two ofti;e
, �� � Basin's Continuinb and initiative Priotlties (wat�r supply and water
� - QuAiity} and ta Inter�overnmental Coordination. �
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�DEM�NSTRATIQN Or NEED
(A) The projcct wi�l study the feasibi�ity of uti�izing RWASR's for additional
storagc of reclaimed water in Clearwater, If feasible, fi�turc prajects for
the �nstailatian of RWASR's could a�timize ihe management of water and
w�ter � related resaurces 6y prnviding an additional way to store reclaimed
water to meet the r�nawing.demar�d. By increasin� t#�e availabitity of
rec(aimed water during the dry se�son additional cvstamers can be
removea from using potab�e qua�ity water for irri;ation anc! iz�dustr�a]
,}]COCE55�S. Furthermore, the project will permit reduction of treated
ei�luent dischar�e to Tampa Bay and Stevensan's Creek.
(B) The project wii! me�t u+ith thc Basin Boarci's priarities in reducing the
demand on the re�ion's patable water supply, reducin� the draw down an
the local water table and co�Ytinuing its Intergovernrr�ental Coardinatian
Focus. �
(C) District resqurces will be uti�ized by assisting the local comrnunity in
perFarrr�ing the feasibility study to determine i�RWASR's are able to be
utilizeci in the area and �or permitting of the faur RWAS� wells .(Two for
Ciearwater, twa fc�r Larga}
(D) The project is identified in the City's Capital Improvement Program on the
schedule ok plannad CTP expenditures.
1MEASURABLE BEI�EF�TS:
The �roject is consistent with the Nartharn Tampa Say WUCA 1iTana,�,ement
Psan. � �
Currently the City nf Clearwater facilities prad�ces on average 15 MGD, This
praject would g�rmit t��e starage of ex�ess re�laimed ivater durin� the wet sc�son
to serve additi�nal customers.
The lang term benef ts that Car� be derived form this pro�ect include:
� A reduction in po�able water consumed by City of Clea�-watcr residents.
� Irrigation water wi�i �e available ta mare resid�nis, resulting in a better
� environment.
•� The reduction qiw�stevwater effluent into Tampa Bay and St�vensor�'s Creek
will �e reduced.
0
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"� . G.- DELXVER�BLFS: . . � � I�
Th� pro�ect deliverables are the RW�1SR feasibili�y study, p�tential intercnnnect �
�. � sites anci the FDEP RWASR permits. ' .
� 7. pRd.lECT CQ5'I': I
4�. , Tot�l pra,�ect cnst is estimated ta be $154,400 � '�
f- , , The SWFWMD eIi�ible partion of this project is $25,OOd ta the City af Clearwater and $25,000 to the
� � ', �� City of Largo far,a SWFWMD total not to exceed amount of $50,000. Thc: City af Cleaiwate7's s�are of
� � � the pro,�ect cost is $SO,aao, and will be paid &om existing w�ter and sewer revenues, The remaining
, � . �$50,000 will b� gaid by thc City of Largo p�r related exhibit "C."
', � � . :
� � . PROPOSED PR�]ECT BIJDGET: ' � I
. ��. � � PR�JECT ASR TOTAL SWFWMD CLEARWATER SWFWMD � LARGO
. ' ' FEASIBLITY. PR03ECT FORTION P�RTION PORTION P�ftTT�N �
i ; � � & PERMITTING � TO TO ,
. � . � CLEARWATER LARGO � I
r I
� • Line Item #1 �
� Feasibility Study � S 7'S,Q00 � $12,500 $25,OU0 ., $12,500 $ZS,Q00
' � , Line Item #2 �
', ' Permitting 75 000 12 500 2$ 5,OOQ 12 S00 2S D00 �
. T�TAL: $150,000 $25,OQ0 $SO,OQ(3 �25,000 $SO,tl00
� ', , . S. COMPLETiON SC�lEDi3ilE: • � _
.,, �, � � � � , Pra�ect Cammence�ent: Septem6er 30, 2�02 ' • i
. � . � ' � Feasibility Study Completion: September 30, 2003 � ,
• Pennitting Completion: Vtarch 31, 240�1 , '
� , �� Project Com�letion: Septeznber 30, 24�� .
� 9. INrPLEiVIENTATI�N: •
�� �� , Ths City oFCZeurwa�er will contract with a cansultanE far the RWASR fe�.sibility � '
• .� study a.nd FDEP permittin� afthe pra�ect. The contractor si�a.�l,caorcfinate with
. ' the City of Cleanvater's ather consultant{s) to minimize any impa�t on potable � ' °
.' .. water well fields. � . . .
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10, : KEY PER50NNEL:
. �The City af:Cleann+ater's contact with District Staffand Project manager will be:
Andrew M. Neff, P.E. G��n Bahnick
Iltility Director � Ass�. Director En�ineerin�
� � 16�5 N Arcturas Ave. _ .
C�earwatet Florida 33765
� Te]eF�on�: (727-5b2-4960} . Telephoz�e(727� 552, �}76D)
. � Asadrew Bachtel . Steve Sol#au
„ Utilities Caordin�tor . � Water S�perintendent � �
�� 1605 N Arcturas Ave: � 1dOS N Arcturas Ave. �
' Clearwater Florid� 337bS Clearwater Florida 33765
' � . Tel�phone: (727-562-4950) Telephone: (727-562-4960).
l 1. , ADDITIONAI, INFURMATION:
'' The City af Clearwater ��as established metered usage fees for �lI. �ommercial,
industrial, and multi-family dwelling units. �
, The city has established ardinances to conserve bvth gotable and reclaimed water.
' �.. � Watering with reclaimed water is not permitte� between the haurs of I O A�'V�
and 4 PM.
2. The City folIows Pine�las County's one �ay a week and no daytime watering.
� . for potable water and twice a week for sha�law .,
3. � T.rrigatit�n with potable water in an area where recIaimed water is availa�le is
, � proi�sbited by ordinance. . . .
Ths City of Clearwater has a pubiic education and informvtion pro�am. 1'he
� .- � o�,�ectives af the program ar� to inform and educat� citiz�ns of the value of water
� conservation and encoura�e connectinn to and the effcient use o�the reclaimed
water system, � ,
Paga 5 nf'7
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� � ADDITI4NAL INFORMATION (CONTII�iUED): , � ' ��
,. ' . � . Far he enera� �'�iblic• . � `
. ,
, ; � . l; . Articies in Sunshine lines, mailers, #�y�rs, doar hangers and policy � �
;',� �. .� , � manuals notifyin� citizens of regulatians, updates and avai�abili#.y. ;
; ° . �' �.s �. � , 2. � Presentations to schaols and local citizenslneigh�rarhaod groups �
�. , � � promoting the use of reclaimeci water. � �
f., .,.. �� , , 3, �.� Updated palicy manual for ail residential, camm�rcial and industrial rules '
. � , � � � � , and re�uiations. . i
� . . . � � �
. � ., � . 4, . � Pro�notional material for C-VfEW, the City's T'V station. � , � ' ;
�, . � � � � ' � , ,
' - - ' For Poten�ial Cu�tomers: �,
-. ,. 5. Neighborhaod mectings wit� presentations by Ci#y stal] on the'ceclaimed � . i
�. , ' , watcr program. ,
, , 6. � Realaimed water education�l progxams, ' �. �
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�' � 7. Direct contact with potential customers to secure commitments for service.
, ' S, ,. Na connectian fee for new custorrzers. . �
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AGRE�f�iEiVT NO. �
E:CHiBIT "C"
PR4POSEn PROJECT PLAN
APPLICANT: CITY QF LARGO, FLORIDA
PROJECT: LARGO / CLEARWATER - RECLAIMED WATER ASR FEASiBILITY
AND PERMITTfNG (H�12) , ,
NARRA�iVE: The demand for reclaimed waier for irrigation purposes varies
seasor�aliy w�ile the supp�y of reclaimed water remains relatively
��� fixed. Managing this variation between supp�y and demand �s the
key to opt�mizing recfaimed water an an annual basis, Reclaimed
Water Aqui#or Storage a�d Reco�ery (RWASR} wells pro�ide an
�aite�ria#e method to manage the supp[y ofi reclaimed water and
' ' insUre sufficient water ta m�et the growing seasona! demand. Tf�e
. � use of RWASR wells wili further assist the City in reducing the�
� demand on potable guality c�rour�d wat�r supplies and t�e effluent
� ` outfall in#o the Feafh�r Sound lake system that discF�arges into
Tampa Bay. Largo plans to begin the AWASR process by initiating
a feasibility study and permitting to determine ifi the City can proceed
� with the installation of RWASR weils.
�. TYPE C}F PRO,lEGT:
The project is a Reclaimed Water Aquifer Storage and Recov�ry f�asibility study
and permitting. ' The feasibility study will evaluate the potential far RWASR well
development in the Larga reclaimed water service area. The study will a�sa
deiermine the b�st options for a LargolClearwater interconnect and an interconne�t
to th� proposed PASCO pipelir�e. � _,
2. PRC?aECT OBJEC7lVE:
TMe project, when completed, will serve the foilowing objecti�es;
A. To pro�ide the initial steps for an altemati�e source af reclaim�d wat�r
. storage for meeting the . demand of residences and cornmercial
establishments for industrial use and irrigating lawns ar�d par�CS �n the City
o� Largo.
B. To assist the La�go Wastewaier RecEama#ion Facil�ty in red�cing the amount
of effluent discharged Er�to the Feather Sound fake system and ��entually
' into Tampa eay. �
� C. To red�ace t�e amount of fresh water being drawn from undergrour�d ar
ather sources. . " �
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. � C?c�oprat'tttive Fv�ding Propos�!
C�tyi of Largc
�� �
� 3. PROJECT C1�SCRtPTiaf�: , ,
� 1. A general location map is attachcd, {Figure 1}.
� , � . �. The project will i�c�ude; � � � .
� A�RWASR Feasibi��ty St�dy , wit� �aur prap�s�d well sites (two tor ��r�o
'. ' and two for Clearwat�r�.
� .� .A propospd interconnact raut� betwoe� �argo and Cloarwatar
.. .. , A proposed in�er�or�n�ct raute to th� proposed PASCO pipeline
. ,
. � A DEP pemiit €vr four RWASR walf� (tw� fc�r L.diyu drtic� !w� fcrr C�earwatsrj
. � ., . 3. Tf3e pro��ct wilt inv�stigai� th� feasibil�ty af RWASR's as an afterna�Ive
� method of storing r�afaimed water, This wiil provld� additinr�a� re�Ialmed�
. ��� wat�r ta offset potab�� qu��ity grot�nd � wat�r U$ag� tor irrigatlar� �nd
', industri�i .u9�s. ,
� � �. Ti�e project will determEne the f�asibilifi� and potential corinectiqn pa�i�c. c�f .
. an fntercvnnecf beiween the l.arga and G�earwater rec�a�med wate� ,
� . systems. A Pa#eniiaf fnter�or�nec� to #f�� pro�osed PASCU ���e�ine wi�f also �.
: . . �e consfder�d. • ,
. � . -5. Th�re are no. general wai�r use perm�ts issued to the City of Largo. .
G. Thore ar� na 3�rface Wacer Mana��ment permit numbers In thls area. '
� 7. T��re are no we# w�aiC�er managem�nt systems in thl� �hase of th� �
. program� {�niy RWAS� feasibflEty, and pe�mitting are invQlved i� this
� phas�,) • . �
8. The Ctty afi La�o's raclaImed watar usage Is approximateiy 37°/4 r�3iden#�af
' a�� B�U� irtduo#�iailcornmerci�l, 48�'0 of t�,e industr(al/cnrnmer�iai usage is
� �, b�i�t� used for irrdustrial processing and 24°10 is for �alf. cou�se and
recraational uses.
. ." 9. The proje�t is I�ca�ed in the�Narth�m Tampa 8�y Water Uso Cau#�on Area.
10. Ti�t� L.arga faclllty is a i 8-MGD aa�pacity advanca� waste watar.treatment �
. � plant,
� � 7. . Thls proj�ct flra Into the oaaln Eoa�d Plan by responding to two vf the
� Basin's Contln�ing and i�itiative Pria�lties {water �upply and wat�r �ua�ity) . .
, and tn Intorgovernmentai C�ordlnatlon. �
�as� z of�
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Cooperatfve �tanding Praposal
C�ty oi Largo ,
5.
4. DEMONSTRATION OF NEED:
(A} T�e proj�ct wiil •study the feasibility of utilizing RWASRs for additional
storage of reciaimed water in �.argo. If feasible future praJects for the
� instaliation of RWASR's could optimize the managern�nt of water and
wa#er-related resources by providing an addiiional way to store r�claimed
water to meet t�e growing demand, By increasing tt�e availabili#y o#
� r�claimec� water d�ring the dry season additiona! customers can be
rerr�oved firom �sing �atable� qualiiy waier for irrig�tior� and industrial
process�s. F�rthermore, the �ro�ect will permit further red�tction of treated
effluent discharge to Tampa Bay. �
{B} The project wiEl meet the Basin Baard's p�iorities in reducing the demand on
' ihe region's potable waier supply, reduci�g the draw down on t�e local
. water table a�d continuing its Intergovemmental Coordi�ation Focus.
(C) District resaurc�s wili be �t��ized by assisting the local cammuriity in
. performing the feasibiliry study to determine i� RWASR's are able to be
uti��zed in ihe area and tor the permitting of four RUUASA wel�s. (7wo (2}
well$ each for Largo and Ciearwa�er}
(D} The pro;�ct is- identified in the City's CapEtal Improveme�t Program on the
schedule of plar�n�d CIP exp�nditures. �
M��4SURA8LE BE�EFiTS:
Currentiy the City of Largo 1Nast�wa#er Reclamation Facility produces on average�
� 2.5 mi�lion gallons per day of rec3aimed water. The yearly averaga discharge is
6.5 million gal�ons per day. During the month of May #he a�erage daily discharge
is reduced ta 2.7 miilion galions a day. The pro�ect would permit #he storage of
excess reclaimed water d�ring the wet season to service additional custom��s.
The �roject is consiste�t with the Northern Tampa Bay WUCA Mar�agement Plan.
The long t�rm bene#its that can be d�r�v�ct form tf�is project inc�ude:
� a reduction fi patable water consumed �y tt�e City af La�go residents;
� irrFgation water wi�! be available to more resider�ts prvvidin� for inereased
' vege#ation and a better enviranment;
� the raductian of wastewa#er effiuent disposed into the Feather So�nd �a�Ce.
system/Tampa Bay in the �uture. �
Pbec 3 oF 7
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Coaperative (=�anaing Propnsa� � �
City.of Largo �
fi. � �Ei.fVE�ABLES:,
, TYte p�o;ect deli�erabies are the •RWASR #easibility st�dy, potential interconnect
sites and the FDEP RWASR permits.
� 7. PRaJEGT CQST. � �
, . � , ,
� . � Total project cost is estimated to be $150,OQ0 , •
�. The SWFWMD eli�ible portion of tlus project is $25,000 to the City of Largo and $25,000 to thc City of
C1ear�vAt�r for a SWFWMD total noi to exceed amount of $50,000. The City af Lar�o's sh�rc of thc
: projcct cost is $50,000, and will be paid from existing water and sewer revenues. The r�rr�airting $50,400
', ' wilt be paid by txie Ciky o�Clearwaccr per retated c�chibit "B."
� � ' � PROF05ED PROJECT BUDGET: . • ,
�,. ' PROJECT ASR T�T�1L SWFWMD LARGO SWk'WMD CLEARWATER
'' > FEASIBLT'I'Y PROJ'ECT P4RTION PORTION . PORTION PORTION •
� , . � . & PERMIT'T1NG . T4 LARGO � TO
� , . • CLEARWATER �
.� � � • Line Item #i
� ' � Feasibility 5tudy. $ 75,000 $i2,500 $25,000 $12,500 $2S,Up0
, ,, • , .
� ' . �. � L'zne Item #2 . •
�: , ' Permittin� 75 000 1�2,500 25 000 l$ 2,5�0 � 25 �00
. � TOTAL: $150,000 $25,Q00 $50,000 $�.Sr000 $SO,OQQ
.� .
. S. COMPLET�QN SCHEDULF: �
� � Project Commencement: September 30; 2002
Feasibility Study Completion: Sept�mber 30, 2003
� � Permitting Completion: March 3�, 2�04 �
�.� Project ComPletion: Se�t�m�er 3�, 2�A4 .�
� 9. � lMPLFMENTATION: � � � ,
� Th�e City of Largo w�Il contract with a consultant fior the RWASR fieasiblli#y study
. and FDEP permitting of the praject. .
F
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Caoperative Furiding Proposai � . ,
Ci#y of Larga . � .
7 0. , KE'!I' PERSONNEL:
T�e Cfty o# Largo's contact with the District Staff and ProJect Manager wil! be:
. Steven B. Stanton Norton Graig
City Manager Environmenta� Services D#rector
City of Largo City of �.argo
P.O, Box 296 � 5�00 �5�`h Ave. North
Larga, FL 33779-0296 C�earwater, FL 33760
� Telep�o�e: (727) 587-7454� � Telephane: (727) 507-4475 �
Priman,�„Contact AI#ernate � Contact � .
Lynn Ambrosiano Amy Zeuner
Utility AnaiystlReclaimed Water Management Analyst �
� City of Largo City of Laryo '
5000 150'� A�e North 50pQ 150'" Ave. Norih
� Ctearwater, FL 3376� Clearwater, FL 33760 .
�'elephone: �727j 507-44fi0 � Telephone: (727) 507-44fi0
17. ADDITIONAL lNFDRMAT�ON
The City o� Largo has es#ablishe�l metered usage fees for all cammercia�lindustrial
ct�stomers of the syste��. In addition ihe CFty is installing individua! residential
meters, for futtarQ use in residentiai distri�u#ion projects. This program became
effecti�e with the Part X Priase 1 Project. �
iiie City has pass�d s�vera! ordinanc�s to canserve both potable and reclaimed_ ,
water with �he City of Largo.
�. Watering with reclaimed water is nat permitt�d between the hours of 9:00 AM
and 5:OD PM seven days a week. The p�naity for illegal watering is a fine o� $50Q
ar jail or bath.
2. The City foliows Pj.nellas Caunty's one day a week and no day time watering
restrictions for all non-reclaimed wa#er i�rigation.
3. Irrigating with potable water is not permitted witf�in the City of �argo if r�claimed
water is available to the �aroperty. . '
7i�e Clty has develAped a pubiic oducation and information program. The
objectives of tY�e program will be ta inform the citizens ofi the value of reclaimed
water in terms af canservatian of potable supplies, and to encourage property
owners a�ong tt�e routes to acce�t th� reciaimed water service f�r irrigation on their
properties. The City's program will have the following elements:
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� � Coaperative Funding Prnpasal � . , .
, . Ciry of l.argo ' ' , � . � .
� � y 2. ADQITI(]NAL INFDRMATIOM (CONTj: � .
• For�#he General Pu61ic: � �
. � 1. A specific realairned wa#er disp�ay at the � Enviranmental Service booth
. ' � � � during various events throughout the year. � � .
.. � 2. Articies in �argo Li�i�ng Magazine, newspapers, maifers, , filyers, daar
, ,� � � hangers, and Chanr�el 15 notifying customers of benefits artd r�ew
. , _. � regulations ir�ciuding t�e efimination of day time waiering. �
.i� � � . —
�� � . • . 3. . Promo#ion of tY�e City af L.aryo's Spar�Cling Water Program Logo.
„� ;� � 4. � Presentations to schools and local c��izens/neighborhood groups promoting
• �th� use of reclaimed wa#er, �
: . - 5. OevelaRment nf a Reclaim�d Wa#er booEcle# for all r�sidential and
�, �� " , commarcial custamers covering the poiicies and regulations governing the
:� � installation . and efficient use of the reclaimed water system. �.
: � 6, De�ign o# promotior�al maferial for programs on the City's Channel � 5. �
� For Potent�af Customers: � �
7. Neighborhood meetings wi#h pres�ntaiions by City staff nn the reclalmed -
, • , water program.
�� S.� Recfaimed water educational programs.
� .. � 9. Direct contact with poten#ial customers to sec�re commi#ments for senrice,
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EXH181T `��'� -- . .-_._.
' �R�CEp��RE
so��w�sr �.o�n.# w�-�R ����►cE���rr nr�xzcr
�.ltviB�R: ,I�-S PAG�: 1 uf I6
T�'IZ..E: Z�.A,VEI.. . .
SECTI�N/L]�P�R �t : ACCO G& FINANC�AL RE��'4RT�'NGl�I�iANCE
.�iPPRO�vED:' � ' F CiIVE ❑�TE: 0��3�19b SUPEI2SE�I�S: I�--S Da�ed ��/Q}/96
� T�a� trav�� proc�dures for the Distxicz s�all folIow gcn�xally ac�epted travei proccdures for ssate
S�E.'flGl�� ta thc extent p�a.cticaE�ie, and compiy with the legisiative intent af Chapt�zs i IZ and ��3,
F�arida Statutes. � . �
e�ii3T$QRx'�"Y �'O ,k'NCUR TR.�VEL. EXPENSES: .4ny crav�ler of t�e District rm�st b�
autliarized i� adv�nc� t� inc�' �ave� e:cpenscs for ti1� pubiic purpasc througi� a ptopexly exrxurc�
Trave:l Authotizatzan,�orm, Baard Canse�nt Ag�nncia or Ho�rci Palicy.
PiT��IC PURPOSE_ The pu�iic purpase cest fo� travel is that it m�st be necessary tu co�,�duct
a#�icial Disiriet business_ � •
�,i!'�Qg,ZZED 'I'R.�,VEL��S: �y person who has rec�ived advance autharizatiaz► in
camplia.ncc w-ith Board P�licy 1�Q-5 to 'r.newr �rav�� necessary to perfarm official District busi.ness
und�r ane of tia� fa�lov,�ing �ate�ocies: �.
. -�
Q Gov�ming and Sasin Boarc3 members . •
� Executivc Direct�r, Assistant Executiv� Di�cior, I.�eputy Ex�utive Directors and L:�enr.ra�
Counse� ' . -
� Fmploye�s ixi � Baard �uth�rzzed reg�.iaar, paxt-tim� or temparary posz�nn d�c�ared to b� in trr�vei
StituS by�theix Di�'ector or the Dire�tor's authorized ��res.en.ta�ve.
� Candidatcs �ar a maz�g�rzzcnt or pro�r,ssianal pos�tion_ Iv�usi bc �,utho�i�cd by thc �cpartment
Diar�ccor uporz conrdination with Human Resaurces.
+ Individuals requested to cantr�bute time a.�c�d serviccs as a cans�ciltant ar advisar or as an acivisn�Y
comrnitte� inember. Must be authorized by the Executive Direcior br Asszstant E.�cecuave
Dix��tor or designe�-
TRAVEL DAY: A p�riod o� �v�nty four {24} hours cQmsiStux ; nf faur ��ai qu�rters af si;� (6)
houxs cacfi, whiciz shall he a r.�Ienciar da.y (midnight to midnight).
TR.�'i�-EL PER�OD: The pe:iod betwe�n th� tim�, of de�artu.r� and t�� tim� nf re:t,u�. A
cnntinu�us crave€ period cnnsis:s of aiI "ta" �nd "�'orz�" poiniss trave�ed iu suc�:.ssi��a withaut a h�k
in pu�lic guxpase. � ' ,
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. P�oc�n��
50UTNW�ST FLqE2IDri WATER �vi�1�'Y�CL�';LfGNT� DISTRICT
, NLIM�ER; 13-5 E'AG�: 2 af I6
7ITLE: TR44'EL .
SECTION/DEPAR EN : A TING & FINA�Ci.4L REPQRTING/FiNANCE
APPROVED: � ECTiVE DATE: 08I30/9b SU��RSEDES: I3-5 I�ated 06/01/96
�
O�F'1CIAL HEADQUARTER�: This is ihe office, �teld office or iocatian wher� the tra�cier is
normatly assigned and from which that person performs the majority of his/her duties. Each
employee's official fieadquarters shaIl be the same as that indicated in the ar�a marked
"LOCATIaN:" or�'his/l�er posiiion description. exccpt that: '�
a) Th� afficial heac�quarters o�an empl�yee locat�d in the field siialI be the city ar Lown nea.r�sx to
the area wherc the majority of hislher `ar�rk is per#'ozmed, or such other city, tovtim, ar arca a�s r�ay
be designaicd by the T�istrFCt provided that in aIl cas�s such designation must �e in the bcst
interest of the Disirict and not for the convenicnce af the erriplay�e.
b) Wi�en any employee is stat�oned in any city, town, or locality fnr a period oFover 30 continuous
workdays, such tocation shall �e deemed to be their official headquarters, and they shall not be
allowed per diem or subsistence after the said periad of 30 cantinuous woricdays has e�apsed
� unless this period of time is extended by th� �xpress approval af khe Executivc Dircctor or
designee.
cj Wiien in the best interest of the D'as4rict, empioyees may id�ntify their home ac3dress as "poin#
of origin" for a specif�c tiavel period if approved by their sup�rvisor an the travel autharizatiou
forni. �t is in the best inierest of the pistrict when the emp�ayec's home is n�arer the �oint of
. destinatian than hi,s/her of�'icial headquazters. 3#' departure fr�m hom� is for the conven�e�c� af
the exnployee and further froxn the poi�t of destinat�an tha�n the offic'tal headquarters, tha
reimbursernent will be authorized for the constructive distance fram the af�cial headquarters ca
the point ofdestination (the lesser of the two).
The officzal headquarters oi Governing and Has�� Board members is theu hame addr�ss. Board
members will be r�imbutsed for actual raund trip tnileage from their home address tv the dest�ation
when traveling on ]7istrict bt,tsiness. To establish the miic�ge, Board mem6ers may pcoviae thc
odometer reading far � round ttip ko their regular meefing location(s) faliowing their first trip to that
d�stinatian, If B�ard members change thei�- home address dw-izag th�ir terrn in affice, th� mileage
shal] be cr�rrccted b,y provtding a replacement odometer reading indicatisi� the date change occurred•
TRAVEL AUTHORIZATX4rt: This form must �e used by al� District employ��s for the
fol�owing purposcs:
+� To obtain authorization to trave� and incur �'avel reiated expensrs (�ncludes ttaining sessions
conduct�d at other District ofFic�s} .
� 'To rcqucst rcgistratian fc� pavments
e Ta request Eravel advanccs.
ti.
. �• �.
TTx'LE: "�RAVEL
s�cr�oNroE���
n��ROVEn: , -�
nROC��u�
50UTHWE�T �LORI�A WATFR ;NA,'YAG�1�tENT DtSTR1CT
NUlv1H�R: Z3-5 PAGE: 3 af E6
G s4c FINANCiAL REPORTINCIFINANCE
n�T�: 08/30/96 SUP�RSEDE5: i3-5 Dated OdlQ1/96
TRAVEL AUTHO�ZATI4N {continued):
Gov�rning Board mem�ers must usc thc travel authorization form for priQr apQrovaI of
nort-�scheduled travel autside the District including attendance at conferences or canventians. All
schedu�ed ttavel �'or Gov�rrung Hoard members autside the District including attendance at
confercnce�s ar c�nvcntions requires prior approval throu�h che conser�t agenda of a r�gular monthly
Govcrning Boacd me�ting. � �
Basiri Board members must use the travel a�thorization form for priar approval of a�l trave!
(including to Goveming Board rneetings) athcr than travel to Basin meetings.
Consultants and advisors shall be authv�ized as tr�veFcrs pitla� District under the terms of a cantract
or agreement exec�ted by the Executive Director or :�sistant Executive Director.
Advisory cammittee mer3nbers shall be aathorized as trave�ers af Ehe District k�y btanlcet travel
authorixa�zan wfth attached 1'tst of all individuals selectcd by the Executive Director to �erv� on thai
committcc. This lisring sha11 be updated by Ihe Execvtive Departirnent wheri membzrs are removed
or at�ded to the Yist.
Employment candidates for ma.iiagemcni or grofcssionai positions shaIl be authorixed as travelen
o� the District und�r a travci authorization form prepared by the Human Resourc�s Dcpartment
representative at ths time travet arrangements are made. The Travel Vaucher fo� will alse bc
prepaxcd by the Humars Rcsourrces Departrnent representative in con,gunction with the type o�
r�imburseme�nt agreed to by thc candidate. Carididate will be asked to si� the authorizatian and
txavci voucher forms ugan amval fnr the interview.
Th� farm mnst definc Lhe public purpase and tinclude destinatson, dat�s of tra�el, �od� of
transportation, �stimated cost and requiretl appraval authority si�atures prior to scheduling the
travel. The pr�-printed �orm mu�t be typed or camplet�;d in ink. A capy �f che futly executed Trave!
Autlxorization must be on fi!e in the travelcr's depaMmeat priar to departure fa� a�l travel parQoses
�d remain on f ie for the current f scai yeaz plus one year.
BLANKET TRAVEL AUTHORIZAT�dIY: If an employee trav�Is regularly #'ar wor1C
assignments to a particuiat� lacation nr similar locations, a"blar�ket" trave! autharization farm should
be cam�leied io c�ver the cuxrent fiscal year {or requir�d travc� period foc the a�signment) and
pincCd oia filc in the �inancc Departmens. Ti;e form must be signed by the traveier and alE required
approvai auth�ritics,
. .. ., .. . ...
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. . . �• V
PROC��u�
50UTHW�ST FLORIDA WATEI2 MANAGEI�iE�1T D15TRICT
NLIMBER: i3-S PAGE: 4 flf !6
rt'rL.�: TRAVEL .
sECrioHm��� ►� �rr: AC UNTING & EI�*IANC�AL REPQRTING/FINANCE
APPROYEb:� � F�'ECTIVE DATE: O$/3Q/96 SUPERSEDES: j 3�5 Dated 06101/96
SLAN�T TR�VEL AUTHQRIZATL�N (continued): .
* Ttze compleced travel avchflrization forrn st�alI indicate �an "a� needed" 5i�tlt5.
� The white and pirik copies of the travel authorization form must b� submitted co the Accounts
Payablc section of thc Finance Dcpartment for the Fanance file of record. The yellow copy m�.st
be zetained in th� Lraveler's dcpar�ent file for the current fiscal year p�us one yeax in compliance
with the 5tate Reicntion Sched�lc.
• Eac� timc a Travel Vaucher is submitted utiiizing a blankct iravel autho�ization, the traveler
must re#'erence tl�e TA�'rr on the Travel Vouc�er farrn. .
* A mastcr blanket travcI authorization may be submitted ta cover alI locations within �e District
baundaries, alihaugh, for regula�r work assignments outside District boundaries a separate
"blan�:et" tr�vel authorization will be required for each speczfic �acation.
� Bl�x�cet t�avei authori�ativns do nc�t ind'zcace the point of origin. �e Crave� �o�ch�r subznitted
for this type of travel will document the point a�ori�in approved by the supervisor.
S�GNATURES REC�ITJ��ED FQR T�22AVEL AU1�4I��AT�ON: The travefer must sign. the
farm in ink� and s�cure thc appropeiate approvai �uthority, signatures as ind�cat�d. Na one may
exercise sign�tur� airti�ority for himself or herse�� rather, approvai of a high�r l��ct �f authority must
be nbtaincc�. ,
o TR.AVELER: Govcrning Board meml�ers (required for nan-schedu�ed travei outside Distr.ct
incle�ding canferences or convei�tions only)
Ai'PR�VA►L SIGN�,TUR� REQ'UIRED: Governing Baazd Chairman ar Vice C}�airman
• TRAVELE�2: Basin Sa�rd membcrs (r�quired far all travei includin� Gaverning Board
m�ztings; not requir�d for Basin Board mectings} �
A,�PROV 4L STGNA'�'URL�' �EQLIr cRED: Basin B�ard Chairman Ex-officio or Governing,
Boaxc� Chairman or Vice Cha:irman � �
� TR.�VE�.ER: Executive Director (r�qusred �or ctavei outsic�e the District baundaries and to
attend confercnccs or convcxitions) '
APPROVAL SIGNA'�'URE �tEQUiRED: Govcming Boaxd Chairman or Vice Chaitman
• 'i'RA'VEI..ER: Assistant Executive Directar �
APpRQ'4rAL S�GNATU�tE REQU�R�X?; Ex�cutive Directar
�.
, 'h',.
PRUCEDURE
SOtI'i'N�N�ST �LORIDA WAT�A MANACLM�►`;T DSSTR�CT
TTrLE: TRA VEL
SECTIOfV1DEP�I.RT E1Y : A
a►PPR�VED: � �
NUMBER: i3-5 PAGE: 5 vF Z5
G 8c FTNANCIAL REP�RTING/FINANCE
ECTiYE DATE: 0$/3Q/�b SUYERSEDES: 13-5 Dated 05I�J1/96
S�GNAT[T�5 R�QL9IRED FOR TRAVE� AUTHO�ZATIO�N (continued):
p TR�►VELER: Deputy Executivc I�irectors, Gener�l Cnunsel and Inspectar Genez�f
�PPROVr�. SIGNATUI� REQUIRED: Executive Direct�r ar Assistant Executive Director
m TRAVELER: Attorneys �
APPR4VAL S�GNATUR� REQ[.Ti�F1: General Counse!
� TRAVLLER: Directars
APPRCI�`�/AL� SIGN 4TURE REQ'CI�RED; Deputy Executiv� Directars
a TRAVELER: �malayc�s (o►�tside the siate)
.A�.PPR�VAL SIGNr�TU�E REQU�R�D: 5upervisors arid Deparnnent Directors, and Deputy
Execurive Dircctars or Gener�l Cau�.sel, and Assistant Executive Dixector or his designee.
a�'I'.RA,'Y�L�R: �mploy�es (within stace autside District or to cnnferences or conventians)
' APPROVAL SIGNATU� R]E�U�RED: Supervisars arrd Department Dir�ctors and Aeputy
Executive Dir�ctors ar General Caunsek '
� TRAVELE�t: Ernployees (insidc District �t to conferences ar conventions)
' APPRUVAL SIGNAT[JRE REQUiR�D: Supervisors a�ad Beparbnent Dir��tors ar d�signee
� TR,r�VELER: Advisars and Corisult�nts �
APPRQVAL SX{GNATURE RE�UIKED: Deputy Executive Directors
�► TRAVELER: Advisary Cnmmittee Members
A.PPR�VAL SXGNATURE 1tEQU�RED: Executive l�irector or desxgnee
• TRA,VEi.ER: Employment Candidates
APPRUVAL SIGNA'TURE R�QYIXREI): D�p�rtment Director after coordination with
H[liI2ad1 RCSOilY'CCS
TRAVEL V4UCHER: A"I'ravel Va��her farm should be completed ixnmediatc�y ugon rcturn
from a sclneduled travel period ta verify a12 related'expenses.
A travel vouGher form �nast be submitted ta Accounts Payable wiihin thre� working days a�rettu�n
from a travel perind when "Advance Trave3 Payment" has becn received.
If no "Advarica Trav�) Payment" has beeta re��i�ed, a travei voucher form must be su�ruitted Eo
Accnunts Pay�t��� within tlurty days af returnin� from a travei period.
..,.. _ • . . .. . , . .
ti�
.
ti �� k
TiTi.E: TRAVEI�
S�CTIONIDEf':�R�
APQROVED: �
PR�CED�E1�tE
SOl1T�iWEST CLORIDA W.�TER MAN.�GEI�IENT DISTRIC"['
NUMHER: 13-5 QAG�; 6 qC ib
t�CCQ3�TN'I'XNG 3c F1TiANCFAL R.EPQRTiNGlFTNANCE
TRA'V�L YOi3CA��t (cantinued}:
�.�-r�: as�3ois6 su��RS�n�s; i�-� ❑�ted Ub�UIl96
The pre-printed trav�� voucher form must be typed or campleted in ink and authoriza4ion documcnts
(i.e., copies of txav�S autnorization farm, agen�a. re�istratian foc7m. eiC.) must be attached. Blanket
travei authorization farms Qn �ilc in Fit�ance must 6e referenceci an the Travel Voucher by praviding
the TA�. '
0 Each ane-way trip must be entered on a separate line of the Travei Vouc�er. The point of arigin
(from) and destination {to) must be inciicatcd.
o The first "leg" (one-way trip) of travel period must inciude th� actusl time depaxte� fram the
point af ari�in and the Iast "1eg° of that travel perind must shaw the time returned ar�d Iocation
af finaI destination. Hour of departure and hour of reCurn are rcquir�ci for all travei periods,
Con[inuaus travei periods woutd require recording the time at the begirining ofihe first "le�" and
the t�me at c�mp�etion of the final "leg."
� Continuous travel betweer� vario�s �estinatic�ns mtiSt be detailcd on the Travcl Vouc�xer. .�ach
"leg" of cantinuous travci wilI includc a paint of arigin, destinarion and associated exp�anatioz�
of pt�biic purpose.
a The public purpose r�equirements must be dcfin�d on thc Trav�t Voucher by indicadng tapic Qf
a meeting {i,e., Meeting o� S�iVIIvI Issues, Mecting with Deputy Dir�ctor}, type of confercnce
or couvention (i.�., GF�A Canference, AWWA Cnnfercnce}, putp�se of an event {i.e., ribbon
�utting fnr scrv3ce office}, etc.
Gov�min� and Basin B�ard mem�aers may elect to submit Travel Vauchers quarterly.
YICXNITY hI�LF.�GE: ViCinity rni[eag� re}�resents miles c3riven after arrival at and depart�re
from a point af destination t4 another point within the safne city only wh�n nccessary to conduci
ofi�icia! business dttrin� the periad carisidered "vicinity" travcl. Viczniry mileag� must be reported
srpacately on the Travei Vouch�r form and an cxplanation must bc inG�udcd to justify public
purpose, Repon dat�, destinacion, pu�Iic'purpose, and beginning and ending odameter �adiugs
{Auto Miles Codc "2"} on Trav�l Vouchcr ta provide tfie rcquir�d documentation.
"Odameter Mil�age To�From Destination" tAuta yfiies Cade "3"} is nflt considered vicinity rziileage
{s� AUTO EXPEN5E5 for r��ortin� rcqt�irem�nts).
SxGNATUR�S REQi7ZREI) F4R TRr�VEL VOUCHER» The tra�veier must sign ttic form in
�nk �nd s�curc the app�apriata apprvval au[hority si�tutes as indicated. No ane may excrcise
signaturc authority for himseif on c�rscif; r�ther, �pprova� of a�igh�r level o� authority must he
obtained.
u �.
�-
.�
� °! �•.'!
PROCEDU]R.E
SO[1THWEST �'LDRXnA WATER M�idAGENEiYT d�STRICT
NUMHER: 13-5 PAGE; 7 of t6 �
Trn.E: TR.AVEL � .
SECTION/�EPA E T: ACC ING & FINANGiAL REP4RTTNG/F�NANCE
AP�ROVED: . � FECI'iVE D�TE: OS/3Q/9b St1PERSEDES: I3-5 Dated 06lO1/96
S�GNATITR�S REQYJ�RED FOR TR.AVEL VQUCHER (continued).
r TR?�VELER: Governing Bvard and Basin Board rneinbers and Executive Di�rector
APPROYAL SXGNATURE REQUiRED: Traveler is arily sigzaature required.�xccpt as stated
in the Boazd Policy when priar approval is rcquired .
� TRAYEL�R: Assistant Exe�utive Dix�cctor
A�'PR4VAL SXGNATURE REQLJIRED: Executive Di�ecinr
v TRAVELER: I]epu#y Executive I7irc�tan, Ger�eral Counsel and Inspector Genera[
A►PPROY.4.�. SIGNATURE REQCJXRED: Assistant Executive Director �
o TRA'VELlER. Attarneys •
A.PPROVAL SIGNATURE REQUiRED: Gen�ral Counsel ar Seruar Supervising Attorneys
� TRAVE�.ER: Directars �
APPT�OVAL 5iGNATURE REQ[7IRED: Deputy Executive Directors
o TR.AVELER: Emp�oyces �
APPROVAL SI�NA.?`CJRE REQLTI�D: 5upervisors an�lar Managers ar�d Depa.rtm�nt
Dircctors or dcsignee '
e TRAVEL�R: Advisars and Consultar�ts
A�PP�OVAL SIGI�IAT'LiRE REQLTIREU: Depesty Executive Dir�ctar
s T�tAVE1LElt: Advisory Committcc Members
� APPROVA.�, SIGNATURE REQ�3IRED: Executive Direciar or design�e
o TRA`VELER: Emp�oymenc Candidates
APPR�VAL SIGN�'Z'�iJRE REQUIRED: Dcpartment Direciors t�pa�n coordinatidn with
Hurnan Resources ' '
ACCDUI'�T CODING: A,I1 �avcl #'aczns relarin� to a s�ecific travei p�riad musi b�az the same
accounting data to properly identify the traveler's department, se:ction, public purpose and locatzon
as well as the fund and accnunt to be chargcd.
�
�-
��:
T y
P�t4]CED►URE
5OiJTHWEST FLORIDA WATER MANAC£�IENT D[STR�CT
NUMI3ER: I3-5 PAG�; $ of !6
TtT�: TRAV`EL
SECTIQM/DEPAR E� T: A C TING & FINANCtAL R�PORTING/FTNANCE
APPROVED: �� F�CTiYE DATE: flSi30/96 SUPERSEDES: 13-5 Dated Ob1Dli96
c�.A�sES or• �r�v��,:
Class A and B trave� shall include any assignment or� officiai District i�usincss awly from officia�
headquarters whcn it is cansidered reasonatsle acid necessary to stay oucrni�ht and far whic� travcl
expcnses are appraved.
Class A Continuous havel 0�24 hours Qr mnrc away frnm official headquartcrs and awa�y frorn
harrte overnight. This is calculated based on four equal quarcerrs of six hou� eac� which
shall he a catet�dar day {mid�ight to midni�t).
C1ass B Continunus t�avei of �ess that 24 hours which involves c�vernight absence fromc off�cia!
hcadquarters a.nd away &om horrFe ovexnaghi. This is calculatct� based on 6-hour cycies
� beginning at the hot�r a#'.de}�arture.
Class C Shori or day-time trips where the, traveler is nat �way from afficial headquartcrs
overnight �r ��k�en travel occurs during e�ening hours due to specia� � assi�ment ta
. canduct District htisiness.
PEi�t DIEMt (Re�ates to Class A or B Travcl Only)
(1) A flat rate up to S5U per day ($12.50 per quarter day) requiring no rccr:ipts fox rooms ar rneals,
or
(2} Reiinbut3em�nt for ihe actuai lod�ng c4st fc�r sing�c oc�upancy to be subst.antiai�d by paid bills,
.as wel3 as thc ae�ihorixed mcal allawance rates described below. Wher� �od�ing ar m�als are
providcd at a State institution, th� trave�cr shall bc reimburscd onIy fbr the actual czpense of
Iadging ar meals nat to excced thc maYimum ailowances, •
ar • �
{3) 7wo or more District empiqyees �:lecting to aharc a room while traveiir�g under Cl�.ss A or B
travel status rnust elect the same per diem mcthod of reimbursemc:nt (1) or (2) �s describcd
above. 1�f reirr�burserncnt option (2) is eIectca, only thc: actuaI cost o� the room as well as [t�e
authorizc� mcal a�lawances shall bc rcimburs�c�.
ar
{4) in thc casc of foreign travel, the travc�ar may chflose thc St�t� per diem ra,te as stated ai�ove or
the forcigxi tra:vei per diem ra#e as autharized by S�ctian 11?.06�(3)(e), Florida 5ta4vtcs.
To be eligibte for per dicm or any trav�i expensc allowariccs, the tra��t must be authorized by the
appropri�tc approva� authoriry �nd must meei th� public purpos� requircmcnt.
4.
�� � �. .
TITLE: TRA.VEL
s�crtoNrnEpArr�t+
�+►,PPROVED: l
PROC�D URE
SDl]TNWEST FLDRiDA WAT�R iNANACE1�tENT DIST�ICT
NUMBER: k3-5 �'AGE: 9 of !6
ACCOUNT1TiG & FINANCIAL RE�'ORTING/FINANCE
� j� ,�FF�CTtV� oA�'E: 08/3�/96 SVi'ERSEDES: 1��5 Dated 06JD1/96
i�IEAL ALLO�YANCE R�TES: (Relates to Class C Trave�}
To Re�c;iv�
P_a,y�n�nt EQr..
Breakfast
Lunch
Dinner
Must Depazt
�rior Ta:_
. 6 a.m.
12 noon
6 p.m.
Must Rcturn
. _ AR�r -
8 a.m.
Z p.m.
8 p.m.
. • .�
�3
�6
�i?
Meat allowances wi11 be paid to persans in Ciass C Trav�l status when p3rticipatin� in sciaeduled
public me�tin�s, seminars, workshaps, specia� assignmcnts or athcr official busin�ss wi�ich occius
autsidc tlze normai work assignn�ent of a traveler.
FieId sta�f'sfi�ll or�y reccive rneal allvwan��(s) wh�n an �ssi�nrnent requires overtime status sincc
their nornnal work assi�unent is "in the fie�d," •
In comp�iance w�th �nternal Revenue Service, Publica�tion 15, Cucu�ar E, Employer's TaaC Gnide,
Class C meal allowance reimbursements are subject'ta consideratian as income fvr tax puiposes.
When a conference or canveritian registration fee includes meals, the traveler wiil not bc rcimbursed
�or the meals being provided. I#'the program for a�anference or convcntion states that breakfast,
lunch ar diru�er is inc�uded in the fee, thc: travelcr is expect�d k4 receive that meal without
reimbursement. {Conhnental br�akfast is considered a breakfast and is nat reimbursable u�hen
provided. Brunch wi11 b� consxdered at the �unch allowance rate.) Reirn6ursement for meal expense
will � ihe appropriat� meal allowancc rate regarc�less of the actual cost of the mea1. The �aveler
must absvrb a:iy cost abav� the me�l allawance amoun� Tips will not b� r�imbursed.
ALTT4 EXPEl`�iSES: Milea�c: will bc rcimbursed at the rate approved by thc State le�islature for
the rot�nd trip from the iIAVt;��i5 point of origin to point of destination whea che travelcr is
authorized to use his or Yter own personal vehic�e for official District busincss. Thc following
guidclincs appty: .
• It is recotnmcnd�d that a District pooi vchicle b� uscd fbc all District travc:l unless one is nat
�vaiiable or use of a personai �vehicle would be marc �fficicnt �r cost cffcctive. Use of a
pe�onal vehicle shall be authorized by the travcl�r's Director as deemed appropriate.
o Ali mileage ciaimed must be hy a usually travc�ed routs from the point of origin to the point of
destinatian. Chapter t l?.(16l(7'}{a), ��orida Statutes,�statcs, "4l1 trav�l must b� by a usuatly
travcicd route. In case a persan travels by �n indirect rautc Fnr his awn convcnienca, any extra
costs shail be borne hy tfie traveier; and r�imbursement for expenses shall b� bas�d only on such
c�arges as have b�en incurrcd by a usually trave�ed routc."
♦-
�.
T1Ti.E: TRAVEL
SECTIOI�I�EPART�
.+►pP�ov�n.
� ._...•.�_
FR�C�DURE
50i1THWE5'i' FLORI�A WATER MANACEMENT Dt5TR7CT
IVUMHCR: 13-5 PAGE: 10 oF 16
ACCDLJ�ITTNG & FINANCIAL REPORTING/FINANCE
Ai.ITU EXPENSES (can#inued):
u,aT�: 08/3�l95 SUPERS�DES: 13-5 Dated 06lO1 /96
o Wkzcnever ti�e point of ori�in and point of destination are within twn differ�nt city Iimits
• indicated on the Flo�ida Department af Transpar#ation afficial t�a.nspostatjan map, milea�e s�all
be determined by using the Official Highway MilGage ct�art (Exhibit A), which pravides thc
computed distance from the "town" of origin to thc "tawn" of dcstination, not actuaj vdametcr
readings. If ei#her tornria/city daes nat appear aa t�e chart, or when invalved in vicini�ty �avel,
mileage should b� shown by actua� odometer rc:adings. Whencver empiayees travel bctwccn
District service of�ices, mileage sha�l be c�etermined by using tiie District Mileagc Chart
(Exhibit B). ,
+r Fvr all cvntinuaus trave! tri�s reporting the employee's hom� as the paint uf origin (departurc
point), the alIowable mileage from the goint nf origin (employee's home) to th� first work stop
� shalt be the lesser a#'the acttial odometer mileage ar th,e distar�ce frs�m thc emp�oyce's officia�
headquarters to his/her �rst waric �tap. � ' �
� For al� conEinuous tr�ave] trips reporting t�ie em��oyee's home as a final destination, the allowable
mileage from thc last wo�ric stop to the final destit3ation (emplayca's home) shall bc the lesser of
the actual adom�ter mileage or the distance from the employec;'s l�st work stop to his/her o#�'icia�
headquarters. �
• Reimbursem�nt for expcnditures re�ating to the operation, rriaintenance and o�rrners�ip of a
pers�nal velucie, othcr than mileage is not permitted. ,'
o Two raund trips to an airport may kae approv�d if it is dcterrnined to be marc econamical than
one round tr�p plus the airpnrt parking fec foc ttac personal vehicle durin� the scheduled trave�.
AUTOMOBIL� RENT�LS: Each Govcrning Baard member, the Executive Dircctor, Assistant
Exccutivt Director� DepuCy Executive Director, General Counsei, attarneys an� other individuaks
authorizcci by the Governira,g Hoard or Exccutive Director ma�y be sup�ii�d a Rc,ntal Agency Cen�l
Biliing Cr�dit Card for their use whiie on District business. Pt�rci�asin� will order and d'sstribute thc
carcis aftcr rec�ivin� an �ppraved Cradit Cards/K�ys Request form from the authori�cci indi�ic3uals.
An cmploycc who is required to use � rcntul auto, but h�s not bc�n assi�ncd an a�to crcc3it caxd, m�y
requcst a Rc�tal Agcz�cy Onc Trip Travet Ordcr (O.T.T.D.). The O.T.T.O. is u su6stitute %r an auto
crcdic card to bc �scd only onc�. Travelcrs msy requcst tl�� 4,"I'.T.Q. by submittin� a m�ma to
Purchasin� wit� a copy their fi.:ily c-x�cutcd Tcavet Authorizatian torm attac�ted,
1,
,�
:: �,.�J .
PROCEnuu�
50ClTHWEST FLORIDA wATER �1�LANACE1�lEIYT DtSTRiCT
NCIMB�R: 13-5 PAG�: l� of �b
'TiTiE: TRAVEL
SECTI�N/DEPAIZT� : ACCOUNTFNG 3� FFNANCiAL REP4RTINGlFINANCE
AP�ROVED: EFFECTTVE D�TE: 08/30/96 SUP�RSED�S: I3-5 Dated Ob101/96
:�UTOMC]BIL� RENTALS (continued}:
Th� credit card and O.T.T.O. are provided by the renta� agency as part of its as�e�ment with the Stat�
of F�orida. �ndividuals usin� a credit card ar Q.T,T.Q. are to ensurc that th� proper discount �s
applicd, thai no sajes tax is charg�d, and that the most econornical type of vehicle to appropriately
accammadate the travei needs is requcsted. . �
Class Vehicie Size __ _ _�Qd�—
� 1(A) Sub�Compact ECAR
Z(B} Compact CDAR
3(C} Intermediate IDA.R
�{E) Fuil Size �/dr FAAR
�(V} Mini-Van vIVAN
AIR TRAVEL-• It is the resgansibility of Lhe scheduling deparhncnt to deternnine the most
ervnomical meihod of trav�l griar to making reservatians. Reservaiions may not be made until
app�roprilate Erave[ a�thorization requirements have been mei. The Dish-ict's co�tract Travel
Arrangement Services �rovider should be utiIized exclusively far requcsting estimates and booking
fl1�1kS 11IlIC55 SLI�}5Llritla� 53VZilgS C�2 b4 realizcd by utilizing an�ther sourcc. The respecrivc
departmeni is res�onsible far making, chan�ing andlor canceiling reservations. All commercial
f3ights wilI be coach class unless not available.
Ai.r Travel Cards ar� credit c�rds accepted by mast major airlines far flights Iiznited io North
America. Thess catds aze ordered, assigned ar�d distributed by Pwrc�asing. Use Credit Cards/Keys
Rcquest form to request an air aavei caxd. Norrr�ally, these caxd.s are or�y issued to Governing Baazd
raembers, the Executive Dire�tar, Assastant Executive Director, Deputy Executive Directors, Gen�ral
Counsei, Directors a.nd Attarneys. Othcr staff may request air travei cards on�y aft�r o6ts�ining
authorization firom the Executi�e Dircctor.
Travelers must retain the passen�;er reccipt fram thc: used air�ine ticket {last page af ticket). L�pon
return to the Aistrict, this r�ccipt must be forwarded to Accounc� Payable within thre� business days
wiih thc travelct's signature and appropriate accaunt coding on th� copy.
CHARTER FLXGH'X' SERVICE: This service is to �rovide spccifzc transportatian to attcnd
meetings,�etc, in ardcr to cor�duct District busin�ss (overtlights ai�c excluded from this �roccduxc).
Rcquests for Govcrning and/ar Basin Board memb�rs, Executive D�ctor, Assistant Execurivc
Direc:tor, U�uty Executive Dircetors a.nd General Caunscl chartcr fli�ts wi�l bc arran�ed thrc�u�
thc Exccutive Depaivnent aftcr recaiving approval as stated in thc Policy. Thc tzs� of chartcr flights
by staff inembers shou�d be an �xCCption �nd musi be autharized by ch� Executivc Dircctor. A
requisition (RX} must be entercd into khe financia� syst�m with thc flight scnedulc infartnation in
order for a purchase order ca be pracessed. ,
♦
.
_ ���� �
i ' '• �
TITLE: TRAVEL
sECr�orvro��a��zr�
AP��xov�n: 1 ,
P�t�C�DC3RE
50UTHWEST F'LOR[DA WATER MAMAGEM�N'I' DZ57R1�'1"
NUMB�R: i 3-5 PAG�; �Z of 16
: ACCQi,�NTING & FINANCIf+L REP�RTXNG/FINANCE
DA7E: a8/30/96 SiJP�RS�DES: 13-5 Dated 06;DI/96
C�ARTER Fx.,i��T 5ER'V�CE (co�tir�ued):
Purchasirlg will process the req�test in a.cc�rdance witla .Board Po(icy F50-1 and District Proc��urc
I�-I goveming procur�rhent practicesy which inc�udes contracting for services with an appropriate
cizaxter fligfit service, obtaining che required s�rvices at th� best respansible pric� (cansistent with
tr�p requirements and sa#'ety), and canceiiinglchaz�ging t�e services requestcd upon receipt of
natification &om the rcquesting department. Emergcncy arran,gements may be made dire�tiy with
Putchasing w$o will [hen no�ify the I�xecutivs Department and request preparation o#`the rcquired
documents. .
Undcr norma3 circurnstances, pay�ment of nr r�imbursement foz- trave2 hy �rivate or company-vwned
or charter �lane shall be na greater. than chat allowed for commercial (coach class} air trave! rate for
equiva��nt distance.
H�`�'�LINxOT'EL ACG4E'►�M[}DATTON5: Lodging expense is reimbursable to authorized
District �-a.v�lers requiring overnight absence away from official headquarters and home under
Class A or J3 traval. 'F'he traveler may not receiv� reimbursement for lodging wi#hin the iacal aarca
un�ess authorized by t�ZC Deputy E�cecutive Director of Ivlanagement Services.
In order to achieve a cost savings ta the District, t�e L7isirict snay c�ntract dir�ctly wLth ti�e
1z�teUmotci.
On occasiorLS wizen ihe traveler's flight sc}�eduIc or ending time af a cnnf�rence prcvents rct�rning
home by a reasonable hour, the Department Director must determine whethe:r an a�diti�nal ovemight
accotnmadati4n is warrant�d. .
�MERGENCY EXPEI�r`SES: Em�r�ency cxpGnses th�t are not reIated ta trave� sho�ld not appear
an �ie TraveI Vaucher. Paid invoice or r�ceipt foc such expenses must 6� su6mitted for
reim�ursement through petty cash o�r, if over S2S, by �ubmitting a check re:qucst to Accaunts
Payable. �
4THER EX3P�I�ISES; Whcn expens�s �re incid�ntal to trav�l, �eceipts shall b� attach�d to the
Trava4 VouCher and exp�ain�d briefly an thc �arm or an artached memorandwm. Receipss are
rcquired in all cases except when r�ceipts arc not passiial� (i.e., parking metcrs). An expl�n�tion
musi bc inciuded to expEain wh�n na receipt is available. If proof o� paymcnt or expl�natian is not �
s�bxrutted, reimbuxsement casu�ot bc aufhorize�. •
4..
_
;'+•�
TITLE: TRAVEL .
SEGTION/O�P.�R EN : .
A�'P�tOVED� �
PR�CEDURE
SOUTiiWEST FLDRIDA WATE�i MANAG�MENT DISi'F#ICT
N[1MBER: i3-5 PAGE: 13 af 16
� FINANCI.AL REPORTING/FINANCE '
TtVE DATE: 0$/34/95 SiJPERSED�S: 13-5 Dated 06/01/96
O']['HE� EXPENSES (caahnued).
Cither a�th�rizcd exp�ns�s include: .
I. Z'otls far raad, hridge, fer�'y, eiC. (rcccipts rcquired when availablc) •
2. Parking and stora�c fees (reccipts raquircd -- except meter parking)
3. Long d.�stance tel�p�one charges* for business purposes (recaipcs rec{uircd -- exccpt whcn coia ogeratcd
dsviccs arc uscd)
4. NominaZ tclephone expenses* for 6usiness purposes {reccigts �cquired -- exccpt when cnist o�crated
d�vices are uscd)•
5. Taxi far� ar otlzer simiiar transportatian costs associated with attending business functior� or
going to (from) the hotel (rrccipt �quir�d}
6_ Conference or conver�tion registration fee paid dircctly by the �aveler while attending a
confercnce �r convcntion sen+ing the public purpose on�behalf of the District (reccipt rcquired)
7. 5t3te sales tax paid directly by the trave4er an purchases directly related to District business
{reccipt re�{uircd) • .
• F_s�lanatlwt mrrna allaCJ+ed !o TrmYI Youeher msuf idenl� publir purpose ajrnth r�ll for wbirh rrfmburumrnt is nq+�esled
FXpEI1SCS 1]DL TCLYI1�U.r58I]IB 3ie:
l.. Tips or gratuities
2. P�rsonal telephone calis
3. Exces� baggage �harges unless charges aze for District equipment
Lost or missing receipts wiil r�quire a 5tatement szgned �y the travcler with Departtnent Directar's
approval in arder to receive reimbursement.
Other travel expenscs not detailed in the Procedure shall be handled by exceptian with Deputy
Exe;cutive Direcior's approval.
TR.A.VEL r�.DVA�YCES: Advance paym�nt for official �ave! may be authorized by thc Execut�vc
Directar or designee for Class A or B iravet w�en the travel�r anticipaics su�stantial iravel cxpenses
(i.e.; iod�ing, meals, parking) and requests funds to cover the assnciated travel costs. Travel
advances wil] not be authorizcd for Ciass C travel exp�nses. The minimurn trav�l advancc amaunt
is $5Q. The maximwn trave! advance s�ll nat excced 80 percez�t of thc �stimatcd cost for official
tcavet excluding any paymcnts made directly by thc District. The �ravel advancc will �enerally ba
made to the traveier on the Th�rsday priar ta his/her departur�.
Advance payment (or the trav�ler's creclit card authorixatian) for ar�e night's lodging is usually
r�quired to guarantce a reservation if the travcl�r will arrive after b p,m. and may b� rcquired to
rescrvc a room at a pre%rred group rate, The District may reim�uxsa t�t�s ane nigh� guar�tee as an
ad�anc.� ta the trave�cr if thc tra�eicr docs not pro�ide � credit c�rd authorization. `I'he �3v�ncc, if
required, will bc made co the traveler prior to thc due d�te established by thc hot�Umotcl.
�..,. ._ - -- � ..._.. . ... . , .
■�
♦.
TiTLE: '�'R.A'VEL.
5ECTiON/DEPARTA
APPROVED: I
� pRO�ED�RE �
SDLITHWEST FLQRIDA WATER MANAGEMENT DISTRICT
i�fUi+�f�ER: i3-5 PAGE: ;4 of l6
: ACCQUNTING & FINANCIAL REPORTING/FINANCE
� �� EFFEC'I'IVE DATE: 08/30/96 SU�IERS�D�,S; � 3-5 Dated 06/41/96
TRA.V�L AD�ANCES (cantinueci):
As saan as possihle aftc;r the employee learns of a travel assigiment, and an advance is deszrcd, ti�c
employee shnu�d camp�ete a Trave� Autharization form and an�rk the "Advance. Travei PaymenE
Requested" section. The request rriust 6e appraved by the smp[oyce's Dcpartment Director before
payment can �e processcd. �
Within threa working days after returtung to ti�e District, the traveler who recesved a[ravel advance
is required to submit a coinpleted Travel Vaucher. The amount af the h-avel �dvance is to be
deducted from the travet exp�n5es c3airr�ed and �any exccss travc� advance amount must be
reimbursed to the District w�en su6initting the Trav�t Vouchcr.
, � CON'TINUO[tS TRAVEL STATUSs ihose eznplayecs on continuous tr�vci �tatus may �eceive
� , a cpntinuot7s tiavc] advance in an arnouxzt not to exceed SQ perceni af expected travcl expenses for
. a twQ-wcek travel periad. Continuous traveiers are defined as emplayaes w�o routincly travel
avernig�Zt. Th�se employecs on continuous travel siatus must corrfplcic a?ravei Vouche� on a
weekly basis'to dncument their actuai travei expenses. if an empioyee is no Ionger on continuous
� travel �tatus, aay conti�uous travel �dvanc� amount in excess of actual expenses must be refivadec�
� to thc Districi within three business ti3ys.
The Exerutiv+e Dr'rector muy r�todify ur irrterpr�� this Procedure.
ti
,
: ��.'; .
TTrY.E: 'iRAVEL
SECTI�NlDEPAAT�
APPRQVED:
' �'ROCEDURE
SOUTHWEST �LDRIDA WAT�R MANACE+I�IENT DISTRICT
NUMBER: E3-5 F'AGE; 1S af lG
ACCD FNG & FINANC�AL REPORTiNG/FTNANCE
F EC7IVE DA'TE: 08/3�19� SiJP�RSED�S: 13-5 Dated O610I/95
E��B rT A
OFFICIAL HTGHWAY M�Y.EAGE CHART
Whenever the point of origin and point of desti�nation are within iwo differcnt city lirziits indacate�,
on the Fiorida Department ofTzansp�rtation a�cial transparta:tion map, �nileagc shall be det�rmined
by using the Officia� Highway Mileas� c�art providing the computed distamce from ti�e "#c�wn" of
origin to the "town" afdestination,�nat actuaZ odgmeterreadings.
To use thc mi�eagc chart, determine thc town of origin, and town af destination. Locate both on
chart.' Place �tler along step beneaih town appearing ciasest to the t-ight. Fol�ow across to
intersecting caluxnn bei�eath tov+m appcaring c3osest to thc left. Thc nwmber at thc intersccti��
represents the on�-way mileage betw��n cha two towns. This is the miic:a��e to be reported when
travcling between thc city iimits of fwd cities ar towns ap�earin� on t}�e mileage chart.
EX�.MPLE: City of Tampa to City flf St. Petersburg = 2� miles
NQTE: This "O{�ici�i Hi�hway IY�ileage" chart is printed o� tlie current Flor�da Of�iciat
Tran��portati,on Map which is available in each Department.
0
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...r��.� s�r
ti..
�
��
Ti'x'3..E: � TRAVEI.
s�crYONro�pAR�r
�p�ROVEn: (
" Thesc rniles w�
....��
PROCEDURE
SOUTHWEST FI.DRfDA �i�AT�R M��lVAGEMENT DISTRICT
,4CC
0
NUM�ER: � 3-5 PAGE: 16 ot' ib
G & FINANCTAL REPORTINGlFINANCE
ECTIVE DAT�: 08/3Q/9fi SUPERSEDE�: 13-5 Datcd 06/01/96
' EXHIBIT B
DISTRICT M�EAGE C�ART
Documented Niileage far Mast Direct Rovte
� Betwcen Service Ot�ices • .
Hcadquarters/IIroaks�ille Inverness Servic� �£fice 3� miies .
..�:
Headquarters/Brooksville Bartow Service O�c� 62 in��s:'�:
•�-,.�z� �
. �;.
HeadquariersBroaksville .Venice Servic� 4�ce 22U'zni�es-'�'
Headquarters/Brooksvill� T�npa.Service Office 42 niilcs.,;
Tampa Service Qffce I�iverness �ervice Office 72 mi�es"`•
Taznpa Service O�ce B�rtow Service Offiee 41 miles
Tazr�pa 5ervice O�c� Venicc Service Offce 74 mi�es ,
•:r.�.
Bartow 5ervice �ffice Inverness Service pffice S1 mitc.s�
_:��
.'.,� r�
$artow Service.Off�ce Veirice Service Office 9� uiiles•�'
`_��:;;�.
Venice Service Offi�ce Inverness Service C.�tfice 1S0':m� rs�.;;
:re: decermined by combinirg �he connccting �mints for whse� mi�es have bcen c
ocument�d.
Three of the five District service offices aze not lacate� within the limits of a city. Th�refore, t�ie
, mileage to t�ese service offices cannot b� determined using the Official Highway Mil�age char[.
These servic� o�ices are ca�led: Brovksviiie Headquarters, Tampa Ser�ice O�ce and Venics
Service Office. ' �
��� doct,tmentcd mileage between service a�ces as iasted in the above chart si��ll be used whenevec
a DxsiriM travcler is trav��ing b�tween District service offtces. It'there ar� extcnuating ar unforesee�
circumstanccs, such as a detour, w�ici� require the District trave[er to take �noth�r longr:r roette, an
explanatian as to why the mileage reported is gieater tixan thc dflcumentea milea�;e on the a�ovc
chart musi bc included with the traveler's submitted Travel Voucher and approved hy thc. authorizcd
signers. •
1The rtailczsge heiween the Bartaw and Invrrncss scrvice affices rcf�ects the Ot�iciul Hi�hway Mile��;e ehttte
� miies since these two servica affices arr larated within the ciry limiu.
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,.,��!
CITY OF LARGO
J�INT PR4JECT AGREEMEIVT
FOR
ASR FEASABILITY STUDY
PRaJECT NAME: ASR F�asability Study
PROJECT NO: 2002-14 ��..�.�..�..���...__ _
CONTRACT NO: NA
Tliis AGREEMENT, dated t�is day of , 2002, is made and
er�tered ir�to by and be#ween the CITY �F LARGO, a municipai corporation af #he State
of Florida, hereinafter. referred to as "Largo", ar�d the CiTY OF C�.EARWATER, a
municipal corporation of the State of Florida, her�inafter referred to as "Clearwater."
WITNESSETH:
WHEREAS, Largo and Ctearwater are currently pursuing #he use of Reclaimed
Water Aquifer Storage Recovery (RWASR) as a means.to better manage reclaimed
wa#er supply and insure su�cient r�cfaimed water storage for residential and
commercial customers; and,
� WHEREAS, Largo and Clearwater in#end to procure a consulting engin�er to
per#orm ser�ices assaciated wi#h the feasibility study and �ermitting of reclaimed water
ASR test well facilities within �.argo and Cl�arwater; and,
WHEREAS, the Largo and Clearwater have de#ermined that it would be in the
besf interest of the general public and to the econamic advaniage af �oth �arties to
enter inta this JOINT PR�JECT AGREEMENT for ttie "feasibility study"; andT
� VVHEREAS, L.argo and Clearwat�r have expressed their desires to share all
reasonable an� necessary costs to be incurred far t�is "feasibility study", in accordanc�
with separate agreements mad� betw�an l:argo and C[earwater and the Southwest
Florida Water Management District Southwest FEorida Wat�r Management District
(SWFWMD). .
, NOW, THEREFORE, #he premises cansi�ered, and in consideration of the sum
of One Dallar {$1.00) eacY� to the other in hand paid, tY�� receipt whereof is �ereby
acknowledged, and in further considera#ion of the rnutual covenants hereinafter
�� cantained, it is agreed by the parties as follovrs; �
�.
� �.y�
SECTION 1 -- C�NTRACT ADMINISTRATI�N
1. � 7he above recitals are true ar�d correct a�td h�reby incorporate� by reference,
1.2 Th� "feasibility study" is more s�eci�cally described as: RECLAIMED WATER
A�UIFER ST�RAGE AND RECOVERY (RWASR) FEASIB1LlTY STUDY AND
. PEaMITTING FOR THE CI7lES OF CI.EARWATER AND LARGO FLORIDA IN
C�OPERATlON Wt'f H THE S�UTHWEST Fi�ORlDA WATER MANAGEM�NT
DISTRICT ("PR�.IECT"} �
1.3 Clearwater shaif pr�pare, at its expense, the Request for Qualifications, Request
fot' Proposals, cor�su�tant contract, and other documents, as require�, for the
selection and �racurement of a consu(iing engineeT for fhe perForma�ce of the
work and com�letion of the PR�JECT. Largo shall partiCipa#e in th� e�afuation
and sel�ction of the engineering consultan� and provide goods and other
services, as nec�ssary, to assis# in the s��ection process.
1.4 Ciearwater shall act as tY�e lead gavernme�#al agency in th� performance of t�e
PROJECT. The consultant servicss contract shall be executed betwe�n
Clearwater and tlze jointly selected cor�sultant. Clearwater •shall be responsible
tor all administration req�ired in associatinn wikh the execufion and performance
of that contract.
1�.5 AI! of the work, pursuant to this PROJECT, is fo be done in accordance with the
Scope of Work, as r�iutually dev�lap�d and agreed fo by both Largo and
Ci�arwater, which is, �y r�f�rence hereto, made a�art hereof. Afi information
required for change ord�rs, contraGt amendments, or t�e lilce, sMall b� agreed, in
writing, to by both Largo and Clearwater priar to incarporation in#a the consultant
contract.
'1.6 All services and work under t�e consuitant contract and the PROJECT shall be
p�rtormed #o the satisfaction of Latgo and Clearwater project representatives,
The Cl�anrvater Public U�ili#ies Director sha!! have the responsibility for a!I final
,, decisions, ques#ions, difficulties and disputes of whate��er nature that may ari�e
under or by reason o� such consultant work; the prosecut�on� and fulfiqment of the
services #h�reunder, and the character, quaGty, amount and �alue thereof; and
� his decision upon al) claims, questions and d�sputes ti�ereunder shall be final and
conclus�ve upon the parties hereta, subject to the par�ies' rights to contest such
decisions in appropriate court actions.
1.7 Clearwater agrees tha# the consultant contract shall contain an indemnif�cation
provision whereby cor�s�altar�# indem►�ifies, holds harmless and defends �argo
and Clearwater to the ext�nt permitted by 5�ction 725.08, Florida Statutes.
2
ti..
.
, , , �� �
SECTI�N 2 �- FINANCIAL RESPONSIBILITIES
2.9 Largo and Cfearwater lierehy certify that funding for tY�e PROJECT will not
exceed $� 5Q,OQ0. Largo, Clearwater, and the Southwest Florida Water
Management District Sout�west Florida Wat�r Management District (SWFWMD}
shall each contribute �n amouni of $50,000 for the �erFarmance of the work
�r�der the PROJECT. Ciearwater shall process invaices from the consultank and
submi# copies #o Largo along with a request for reimbursement. Cl�arwater shal)
invoice Largo monthly, based on the quantity of work performed, as defined by
t�e Scope of Work and verified by Cl�arwa#�r, Largo and the consultant. �
2.2� � Larga's $50,000 has b�en ap�ropriat�d tor th� purpose of reimbursing
Clearwater for paymer�ts #a the consultant on La�go's �eY�alf. Payment shall he
made to Clearwater no later than thi�ty {3Qj days foilowing receipt of invoice from
Clearwat�r in ac�ordance with the Florida Prompt Payment Act. �
2.3 Within thirty (3�) days after �nal payment to the consultant, Cl�arwater shalf
furnish Largo with fwo (2} copies of its final and complete billing af all casts
incurred in connection with the PROJECT and performed �ereunder, such
stakement to follow as closely as possible the arder of items cantained in the job
. estimate and include all monthly payments to tne Cor�tractor. T�e final billing
sY�all show fhe description of the PROJECT, the da#e on wnich the fast work �
per#ormed or the last iiem of billsd �x�ense was incurred, and the location where
the records and accounts bi11 can be audited. AdeqUate reference shall be made
in the billing to Largo's recards, acco�nts or other relevant documents. Ail cost
records and accounts shall be sul�ject to audit by a repr�sentative of Largo.
2.4 Both parties further agree that in the event �nal bi�ling pursuant to the #erms of
this �lgreement is I�ss than $150,�OQ, a refund of ti�e difference between the
amaunt billed and $� 50,OOD will be made by Clearwa#er to Largo within thirty (3D)
days after �nal completion of the feasibility study, in a praportional amount to
�argo's funding contributiori. In the event �inal billing is great�r #han �'150,000,
Clearwater sha12 �ay the additional amount and invoice Largo for a proportional
� amount of the additfanal amount witi�in tl�ir�y (30} days �rom the date of invoice.
SECTION 3 w MUNICIPALITY RESPONS{BILITIES
3.1 Largo and Cl�arwater shall each provide representatives to attend any consultant
canferences or meetings reqc�ired,for the PROJECT.
3,2 Largo and Clearwater shall each conduct public informa#ion meetings as
individuafly determined by each municip�lEty,
�
�-
� �,
. ,
. . .. . � �-y� .
3.3 Larga and Ciearwatet shall each be respansible for fun�ing and acquisition �of
any public righ#s-af-way or easements required far any canstruction andlar
� � - mainter�ance within thei� res�ective jurisdictions. �
3.4� Largo and CEearwater shall eac�7 provide an on-site re�resentativ� to monitor any
and all fieid efforts in those areas falling withir� their respective municipal rights-
af way, easements, or public property, W�#hin the jurisdiction of Largo or
. Cleannrater, the respective City representa#ive will be responsible for acc�pting or
rejecting mat�rfals ar�d work per�orm�d by the co�sultant or cor�sultant's
� ° re�resentative, and nas the authority to require that ihe consultant or consultant's
' represen�ative remove and reinstalE ar repair thai wh�ch does not follow ti�e scope
of work,
3.5 Upan campletion of the PROJECT, w�ich wili be determine� jointly by Largo and
Clearwater, Clea�water s�tall pro�ide copies of the �na� work produc#s pertaining
� to the City of Largo to Largo. � �
� SECTION �4 — TERMlNAT10N
4.'i � Upan written notice, this Agreement may b� terminated by any of the parties in
the event of su�stantia! failure of anotY��r party to fulfll its obligation under this
Agreem�nt through no faul# of tE�e #erminating �a�y; or if terminatior� is deemed
to be in #�e.public's best interest or in the best in#erest of the terminating party.
This Agreement ShaE� be deem�d termir�ated on the fifteenth (15t") day after
receipt of written �otic� of termination.
�.2 All noiices or r�ports required to be given to Clearwater sha]! be hand delivered
or maiEed, �astage paid; to #he fo�lowing address: �
�
���.� ,
City of Clearwater
P�1blic Utilities Director
1650 N. Arcturas Ave., Bldg, C
C�earwater, FL 33765-1945
City of Clearwater
City Attorn�y
, Post 4ffce C3ox 4748
Clearwater, FL 337�8-4748
All nntices or reports re�uired to be given to Largo shall be hand delivered or
mailed, postage paid, to #he following address:
City a� Largo
�nvironme�ttal 5ervices Director
5000 � 50th Avenue North
Clearwater, Ft� 3376Q
!•,
,
• � .rt �I.`h
City of Largo
City Attarney �
post Office Box 296
Largo, FL 33779-02�6
SECTION 5— SEVERABiI.ITY; ENTIRE AGREEMENT; �NDEMNIFfCATlON
5.'� If any part of this Agreement s�all be determined to be invalid or unenforceable
by a court of competent jurisdiction, ar by any other legally constituted body
having jurisdiction to mak� sucn determination, the remainder of this Agreement
shall remain in #�lli torce and effect provided that the part of the Agreement thus
invalidated or declared unenforc�a�l� is not materiai to the int�nde� operation of
tt�is Agreement,
5.2 TY�is Agr�ement �#ogether with any Exhibits hereto) supersedes any and.afl prior
negotiations an� �ra! or written agreements f�eretofore mad� relating ta t�e
subject matter he�eof and, except for written agreements, if any, executed and
delivered simultaneously with ot subsequen# to th� date of this Agreement,
constitutes the e��tire agreement of the parties reiat�ng to the subject matter
hereof. This Agreement may not be aEtered or amended except in writing signed
by the parties hereto, No waiver of any o� the terms or conditions of, this
Agreement shall be effective unless in writing and executed �y the party to be
eY�arged therewith. No waiv�r of any condition or of the breach of any term,
covenant, represet�tation, warr�nty or other p�ovision hereaf shall be deemed to
be construed as a further or continuing wai�er of any such condikion or loreach or
� a waiver of any ot�er condition or of any breacl� of any other term, covenant,
representatior�, warranty or otlier pro�isior� cor�ta�ined in this Agreement.
5.3 Ta the extent ��rmitted by Sectivn 768.28, Flarida Statutes, Largo agr��s ta
assume liability for and indemnity, hold harml�ss, and defe�d Clearwater, its
mayor, commissioners, officers, employees, agen#s, representatives, �nd
attorneys of, frvm, and against all lia�ility and �xpense, including reasonable
attorney's fees, in connection with any and aIC claims, demands, damages,
actions, causes of ac#ion, and suits in equity of whate�er kind ar nature, including
claims for personak injury, prop�rty damage, equitable reiief, or Eoss of use,
a�ising out of the negligent or deliberate acts or omissEOns of Largo, its
cammissioners, mayor, officers, employees, and ag�nts. �.argo's liability
hereunder shall incfude a11 attorney's fees and costs incurred by Clearwater in
� �he enforcement of this indemni�catian provisior�, The obligatiorts cantain�d in
this provision sha�l surviv� termination of this Agreement and shail not �e limited
by the amount of any insuran�e required to be obtained or maintained under this
Agreement.
5.4 To the ext�nt perm�tt�d by Section 768.28, Florida Statutes, Clearwater agrees to
assume iia�ility for and ind�mnify, hold harm�ess, and defend �argo, its mayor,
� • • . •
.
.. -� . � � '
.' . • . . . _''�'ti. , . . . � , . . .
�.- ,
0
..� � commissioners, officer5, emplaye�s, agents, representatives, and aftorneys of,
from, and against all liability and exper�se, including reasonable at#arney's fees,
in cannection with any and all claims, d�mands, damages, actions, causes ot
� � act�on;� and suits in equity of whatever. kind or nature, including claims for
� persona� injury, property damag�, equitable relief, or Eoss of use, arising out of
• the negligen# or delib�rate acts or omissions af Clearwater, its commissioners,
,� .� mayor, afficers, employees, and agents. Clearwater's �iabiiity hereunder shall
�� inclu�e all attorr�ey's fees and costs incurred by Largo in the enforcement of this
�� indemnification . provision. The obligations contained in t�is provision shail
�• survive #ermination of this Agreement and shall not be limited �y t�e amount nf
any insurance required to be obtain�d or maintained under this Agreemen#.
' . IN WITNESS WHEREOF, the parties hereto have caused these preser�ts to be
� executed by their ���y autharized officers and their offiaials' seals her�to affixed, the day
� and year first written above.
Cauntersigned:
Bria� J. Aungst
Mayor-Commissioner �
Approved as ta torm:
m G
Leslie I<. Do�gal!- ' s
Assistant City Attorney
CITY 4F �ARGO, FLORIDA by and through
its City Commission
By:
City Manager
REVIEWED AND APPROVED:
By: � ,
City At#orn�y �
�
CITY OF CLEARWATER, FL�RiDA
By: '
William B. Horne II
City Manager .
Attest:
Cynthia E. Goudeau .
Ciky Clerk �
ATTEST;
By:
City Clerk
yy �
, ' . � , `
� . . _ s. �, "�� � , . . ' . . . .
AMENI]MENT TO AGREEMENT FAR
PROFESSIONAL SERVIC�S
This Amendment is made and e�tered in to ot� ihis day of
2002, by a�d betwe�n the City of Clearwater, �larida (City) and Past,
Buckley, Schu� & .iernigan, Inc. {Engineer}.
' WHEREAS, Ciky entered into an Agreement for P�afessional Services on May 10, 1995,
with Engineer for prof�ssional services which ex�ires May 9, 2000; and
�, WHEREAS, Cify and Engin�er amended said Agreement to �xtend the term of tha
Agreemer�t to August 25, 2003. � �
�, WHEREAS, City and Engineer desire to madify t�e Agreemer�t to reflect statutory
� ,' changes to CF�apter 725 since the Agreement was ex�cuted and to madify the Agreem�nt for
, � the purposes of conducting a joint Aquifer Storage and Recovery (ASR) project with the City of
� � l,argo. �
NOW, THEFtEFORE, in consideration of the promis�s and t�� mutual t�en�fits which will
'.�
`� �• accrue #a the parties hereto 1n c�rrying out the kerms of t#�is Agreement, it is mutually
, � .und�rstaod and agreed as follows`. �
� , 1. Paragraph 5.6 of the Agreement is her�by amend�d to read as follows: T�e
' . � ENGINEER herei�y agrees ta indemnify ar�d nald harmless the CiTY, and its
� officers and employees, from Iia�Elities, damages, lasses, and costs, 9ncluding,
�.�. but not Gmited #a, reasonabfe attorneys' fees, to tt�e extent caused by th� � �,
negligence, recklsssn�ss, or intentionally wrongful conduct of the ENGINEER
. and other persons employed o� utilized by the ENGINEER in the perfarmance of
• the cantract.
�� 2. For purposes of the ASR project only, City and Engineer agree that in paragraph
, 5.6, the word CITY shall mean both the City of C�earwaier and t�e City of Largo,
� so as to include the City of Largo in th� in�emnification provided by the terms of
� the Agreemer�t.
!N WiTNESS WHERE4F, the parties hereta have made and �xecut�d this Agreement an khe
� ciate and year First above writta�. .
, ,
P4ST, BUCKLEY, SCHUH & J NiGAN, C.
By: `
-Iliott L. Gro h, P.E. DEE
� ` Senior Vice Presideni
�
� .�
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: ; � . . � � � � Count�rsigned: , ' CITY OF CLEARWATER, FI.ORIDA � �
- , . � . . By: . . , - . � .
� � � . Brian J, Aungsk . B�II Horne � . , '
:. � Mayor-Comm�ssfianer � City Manager , , � '
. ' � . Appr ved as.ta Aktest: . � �
. � �' . . ,
� , Lesii� Dougall-Sid . . , � Cyndi� Goudeau �
. � Assistant City Attorney , , ' ' � City Cterk � � .
., „., . . . ;. . . . ..
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� CiTY +DI� CLCAR�VA�'�R
R�CI,rLIM�D �VATCR AQUIFCR STQRA�r RrCOV�RY
I+`�ASTBILITY �TUDY AND PrR1�iITT1NG
PBS&J W�RK ORll�R INITIA'TION FOItM
Date: luly 9, 2002 P13S&.1 Projcct No.
. � � City Pro3cct No.;itC-071702
1: PROJECT TITLE: Rcclaimcd VVater Aquifcr Stora�e Arzd Recovcry .
� . �Feasibility Stuciy A�id Pcrmitting. .
� 2. SCOPE �Dr WORK: Sec Attached Exliibit A � �
3. PROJE�T GQALS: � �
' �The project, when completed, will serve th� falla�vins objectives: . .
.� A. To assess the feasibili�y o�an alternate s�urcc oFrcclaimed water star�ge to meet
' seasonable demand far�residentill and industrial use and irribaking �recn �reus and
� parks in tl�e Cities of C�earw�ter and Largo.
,' B. To �ssist the cities Wastewater Reclamation facilities in reducin� the amount of
� ��ff�uent discharged into Stevenson's Creek and Tamp� Bay.
C. . To recluce the amount of fresh water being withcirawn from underground or athc:r.
sources used far irrigatian ,
4. BUDG�T: ` �
A�Lump Sum Fee of $ 15D,OOO.Qd has beezt est�blislzed for this assi�nment. Individual task
budgets and detailed man-l�aur estimates are pravided in Exhibit B.
5: SCHEDUI��: � �
. This assignment shal� be camplcted within 3G5 days a[�er ciotice to proceed lias bee�t
received. . ' �
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, 6: �. PB5&J� �TAFF r1SSiCN1�1CN�'S: . .
, Nante of PBS&J �'rojcct Mnnabcr Tcic�ho�sc numUcr witl� extc��sion
�� Michael D. Miclic�u, P.G. Off iCc;- 813-282-7275 (cxt S� 8) �
� . Praject Nlanager , � C�ll S 13-220-2732
. 7. , CQRRESPONDrNCE/RCPO�tTING PIdOCEDUIt�S: �
� All concspondence �nd reparts stiall be sent to � .
� ` � �. � , � Glen L. Bahnick, ar. 4ffice 727-562-47GQ . , - .
j�� : . ' Asst. En�ineering Director ' . • ' ' �
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. , 8. � INVOIC�NG/FUNDING PROCCDURES: . . � . -
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.�. � The budget for this wark is $150 400.00 based an tzsk breakdown presented in Exhihit B.. �
� Invoicing .will be completed ttsin� Method B(I�um� S�m Basis) with invoices submitted on
'� ���� m montl�ly basis with percent completes noted for each task. �
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�� ' � ' City Invoicing Code: 3].5--96739-561300-533—OUq , •
� � � PREPAR�D BY: �
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. . CiTY � "7� �y `4 PBS&J � /� D Z .
� � � Michael D, Quillen, P.E, Dat� .. EZiiott Grash, .�., DEE Date
. � , City En�ineer Sr. Vice Fresident '
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i'1to.frCT i3AGICG[toU�1i)
The cities of ClcAnv�tcr aiid L��r�o arc currei�tly }�ursiiin�; thc iisc of Itcclliz»cd �'�'��tcr Aqui�`cr
Storage Recovery (RWASR) �s a mc�ns to bcttcr m�n��c iheir rcci.iimed w�ttcr su��ply �nd
insure sufficient reclaimcd wiiter storage for tl�eir reside�itial zaid camm�:rcial customcrs. Aq�iifer
5torage and Rec�vcry {t1,SR) is tlic str�teby iarbetcd by tlie Cities for rcc�uci�i� tli� dcmailds on
groundwater supglics and it�zplementing a sustaizi��ble rcclaimec� water supply in an �rc�
desiguated as a Water Usc Cautioi� Area {WUCA). The benefit of usiiib hi�l�ly tr�;atcd reclaimed
water far noai-paiable purposcs is ta canscrve Fresh�vater resources by of#'settin� potable quality
water, whicli is typically used far irri�;atian and maximizin�► tZ3c use oFa va�uablc resaurce. This
, is especia�Zy true in an area that has bcen suE�ject to graund��vater dcgradatioti duc ta pumping and
subs�quent sal'sne intr�tsion. �
Man�ging the seasonal variation in rcclaimCC� water supply is the key to aptirnizin��reuse on an
annual basis. The use of ASR wottld also cn�tancc tl�e existing rcuse system r�liabi�ity and
flexibility in addition ta faci�itating rcuse expansion. The cities �lan to be�in the RWASR
process by initiatin� a fc�sibility study to determinc if tlze cities can prnceed will� the install�tion
of ASR wells. � �
. SCOP� OF SERVICES
'1'he following scop� of s�rvic�s. represents tiie en�;ineering services ��ssnci�tcd with ihs
feasibility study ar�d permitting af reciaimed water ASR test well iacilities within tlie Cities of
Clearwlter and Larga. A detailed description of the individual Wark Tasks is prescnted in the
following sections: �
PR4JECT TASKS
TASK 1- Concertual Layaut and Siting of an jntercunnccieci Itcc�aimed Watcr Sys#em
PBS&J witl ideniify the up to three alternative r.outc corriciors t'or the reclaimed water
iatterconnect �etween the City of Ctearwatcr's recl�imed watcr pipeline system and the City of
Largo's reclaimed water pipeline system. The ohjcctivc is to perform a prcliminury assessment
of the optimal routing af t�ie recluimed water i��ter�onnect pipeline, summlrizinb all evaluatians
and recaminendations in a Preliminary Route I'cchiiical Mcmorancium, FBS�J will make an
assessment of the optimal routin� af tl�c rccZ�imeci w�ater interconncct pipeline, using
infarmatian avail�ble f'rom City stnff, City recards, �isib�c obscrvation of the potcntial rautes,
�vaiiable construction drawin�s of adjaccnt roadw�ys, and property ownersl�ip records Avaifable
to the public. A 11G111 t0 f! nOtC1111i1� PiISCQ C011tltjr 111tf;T'COilI]CCL �1IlC WIII 1I5D t7C C013SI(�CC�C� ilpC�
disaussed. Maps will bc prcp�arcd i(]tistr�itin� the proposed interconi;ect routes �nd pipc sizing.
�':�cammon�l�yciro�bd�Clc�ar�vatcr kZWASR�scpverl
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TASK 2- Recls�imed 1�Ys�tcr ���R �'c:�sil�ility Stucly
Tlzc C�NSULTANT �vill pr�pnrc u f'casibility stt�ciy evnlu�iti�i� thc �atctitial Cor rccl�imcc� �vatcr
A5R devcloptnent in thc 1,�r�Q �ncl Clcarwntcr rccIaimccl �vntcr scrvic;� :�r�as. 'Cl1c f�asibility
study shall a�sa evalu�te �nci discuss any possible RWASR impact to� existi��g patabic �vater weFl
systems. The C�IVSULTAN7' will speciiiraIiy ac�clress thc followittib itcros:
• An overview ot gcner�l recl�imcd wzter �1SR iss��cs in wcst-cctitrai f Inrici�.
• A description af the ii�tercar►nect pragrnm objectives, 111C�LIC�117� fllC f1,SR clement of the
program.
• A review anc3 summary of the Wastewater RecI�mation f�acility operati�nat procedures.
+ Baseci on data provicicd by c�tch City, ev�luate rcclaimed watcr supply and demand issues in
ttie twn reclaimed wat�r systen�s, includin� future supply/demand issues associated tivith the
proposed Lar�o M�ster �xpansia�, and the C1ear�vatcr/Lar�o interco�nect. Recla�med water
availability anci quantities wiil be �tsec� to suppo�t the benefits oF a rec;laimed water ASR
syst�m, if appro�ariate. A 20-year planning harizon is assiimed.
• Revicw and tabulate reclaimed water quality data in support aF permitting . CONSULTANT
wi�l submit up to two status rcports to Tlorida DePartment o�' Environmental Pratectian
(FDEP) summ�rizin� the water quality an�lyses �s they pertain ta perniittin� and hiture
aperatic�nal testin� of tl�c weil. A minin�um of tluce s�mplcs will be included in the
fcasibiliiy study, pre�ious analyses conducted by t�ie Cities will be made available to the
consul�ant. Up ta i 2 analyses {six each far thc City of Largo and tl�e City of Cle�rwater) will
� be tabulated and evaluated. Thc purpose of tl�c reclaimed water cvaluation is to cstablish
permitability of the Cities reclaimed water ASR pro�ram in tlic praject area �nd identify
supplemental tre�tment.
• Evaluate site hydrogeolugy, nativc water c�uaIity, larget stora�c zanes, �nd related issues at
the four siics se��cted for ASR feasibility analysis.
• Evaluate wat�r quality issues, including geochemical chan�es and reclaimed water
recoverability issues at the four sites selected far ASR %asibility an�lysis. Reclaimed w�ter
recovery into the reuse system will be evuluateci.
• Conduct a camprehensive wcll inventory within a ane-mile radius of each of the proposed
test site, �xisting data bases af the Ftorid� Geologic Survcy (FGS}, United States Geolagic
Survey (USGS), Southwest Florida Water Mana�emcnt District {SWC�'VMD), �nd the
County kIealth Departme�it will be c�nipiled, review�d, �nd present�d in tab�yl�r and GI5
map format.
• Eva�uatc �ampcting graundwatcr uscrs in the project �rca and tIic ct'1'cct tlyis project may l�av�
on ti�e potable water supgty. Cvnluate per�niitinb �nci operatiati� of a reciaimcd ASR prngr�iin.
F:�cammdn�hydro�bd�Clet�rw�ttec RWASR�scpverl
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��valuate e;cisting infr��structttrc a��ci t��c �tdvai�t��cs a��d c�isadv�nt�i��s �ssaci��teci �vith cach
s�te and tlic av�til�t�lc i�ifrastructtirc. Qperation� anc� m�iintc�i�sncc isstics �vil) be �zctclressccl
here �s wcIL �
• Evaluate and discuss gGneral permitting issues 4�iat muy itnpac;t fi�tttrc de�clnpmeiit af' ti�is
project in concert wit�� an cxisting potablc �vatcr �vell syst�m.
• Assumin� ASR fcasibility is rec�tumended, � drilliti�; and testin� pragrant will bc presented.
Site-s�ecifie issues will be ca�isideced includi�i� sucli itcros as testing watcr disclzar�es,
cirilling conditions aud otl�er canstruction-related issttes.
• NUmber of we�ls requireci to mee! projected t:c�ds and esticnatcd individual wcIl starase
capacity.
�4 � Preliminary hudget level cost csti��ates for thP ASR system tivill bc provided itt the feasi'�ilsty
study.
p Comments and recommendations from the FDEP '�'echnic�I Advisory Committee {TAC) w�II
be incorporated into the syst�m desi�n and testin� pro�ram.
* Estimate radius of inflLCnce and inlpacts (drawda�vi�/mottnding) tisittg a��alyti�al
groundwater flow model.
Fi�� draft capies at�d five ftnal copi�s af the report will be grovided to each City. Tlie final
feasibi�ity rcport will be prcpared in a format suitable fqr suUmitkal to FDEP as part of the Class
V ASR well cans#ructia�� permitting pra�ess. �
TASK 3, RW�SR Tcst Wcll Site Sclection
In conjunction witli the date assimilation identifieci in Task II, the two potential RWASR test
w�ll srtes ideritified for �ac�i City will be evaluated. Sitc requirements ti�ili be discussed with
Ci#y staff to assist in tlie test site selection process. Foliowinb tl�e idcntifcatian of the potential
test sites, a field visit will be canductcd in eacli site by the Enginecr and staff ta review the site
constraints, surraunding lanc� use, constructibility, and �,roximity to existing or proposed
treatment and r�use distribution iacilities. InF�rm�tion abtained from thc site visits wili be used
in the feasibility evaluation ta refine A5R test site selection.
TASK 4 - �'ermit#ing
CZass V ASR Pcrm�tt�n� — The P�rmittin� c#'fort under k�iis tnsk is focuscd un tl�e acquisitiar� uf
. a FDEP Underground Injection Control {UI(:) CZass V Re�l�imed wfitcr ASR tcst Weil
Construction Permit. A CIass V ASR wcll coi�striictia�is p�:rmit z�plicntioti �iic� s«pportinb
document�tion will be prepared and submi�ted to t�ic Citics i'or rc:vicw and conuncnts prior to
finalization. During t�;e cot�rse of thc permitEitib cf'fart, up to i'aur meetii��s �vitii e�cl� City stnff
. is required. Tlzc fallowing wark clemcnts .ire �ssoc;iated �vitt� tl�e prcpzratio�� of the p�rmit
applicatiori,
I�`:`common jhydro�bcilC[c�i�vatcr ��W/iSR�sc�vcrl
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� •. Idei�tificakion af at�ier peri��iUing rcc;uir4metits sucti �s a Watcr �}t�ali�y Crit�ri�t �xcm�tiaii
{WQCC}, ifwa��ranted.
� • Prc3imin�ry design ai�d m�tcrinl teclu�ical spccificatiarfs for t�ic ASR �vcll ,at�d �ssociatcd
' IIlO1lLtOC �VCI�S �Vll� bC COnI�]I�tCC� {3L1�'1[l� ��115 Q�Sk,
� The construction sequence a��d #esting rcquirements for tl�e E1SR tcst wel! and associated
monitor wells will he devel�ped. Pteliminary spccifczkians will be prep�rec� in � manner to
support the Class V ASR well constructian p�rmit applicatian. �
Twa draft ca�ies af tlic Class V ASR permit �ppficatipn and sugportin� docum�ntakion will be
provided to � tl�e Cities far review and comment. A totaI of tcn rnal copies of thc: permit
application {signed and seaied} will be submitked to e�ch City fnr exec:utian nnd submittal far
FDEP. FDEP rec�uires four ori�ir�al si�ncd ai�d scaled permit applications. Two i'CSp�ii5C5 f0
FDEP request �or informatian anc� attendance at one TAC me�ting are provided for under this
tA�k. Tlie Consultants wf�l be responsible far atl permittin� fees. .
TASK 5-- Preliminary Dcsi�n Services
, Consultant will prepare a canceptual desi�n of the ASR test wefl facilities. and hydrageologic
• testing program utilizing the inpu# fram t�ie Cities, FDEP, and SWFWMD. The canceptual
. . design wi�l be utilized in the acquisitian of t�ie Class V ASR test well construction permit.
, Pr�liminary desigri services and technicat specificat�ons will be prepared for:
• 5ite Layout map
• ASR test well design
� Manitor well design
• Drilling ar►d hydro�eologic testing pragr�►m
o ASR wel�head (pump and motor)
• On-site piping and vatves
• Material specifications
,
. The preIiminary technical specifications will be prep�red in a suit�ble form�t tar incorporntian
' into the City's Class V ASR permit n�plicutian. Cons�ilt�nt will submit to each city five sets nt
90% for City review and commen�. Thc technical specifications will also include the FDEP
. approved l�ydrogeologic testin� pragr�m, dri!ling �nd constcuction sec�t�ence, �nd n preliminury
�� design for the wellhcad facilitics (pEtmp, motor �nd pipin�;) for t��c purposc oF securinb the
cnnstruction,permit far the ASR wc�I. Upoz� incorporatifln nF �ppropriate cammcnts const�ltnnt
sliould prepzre anci stiUmit 5 signcd �nd se��led permit �pplicntiasl seks ta ench Cily.
t':�common�hydro�bd�Ctc�nvater RWASR�sc�verl
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Ontioriaj Tnsks (Nat iricludcd i�� this Scopc of Scrviccs)
• rin�lize Design for Construction
• Biddin� Assistancc
• Constructian Serviccs
• Water Use Permittin�
Mcetin�s
The following meetings are plani�ed thraughout the cnurs� af the FeasiUility study. Time
requirements havc been iz�cluded in the cost breakdown far the i�idivicival tasks described abo�e.
• Twa meetings are anticipat�d witl� each City Par tli� canceptuaI layaut oF the potential site
�, evaluation partion of the prajcct and th� potetitial interconncct between Lar�;o and Clcarwater
and the tie-in to the potential I'asco intercomiect Iine. This will include a kick-off ineeting to
discuss project goals anci objectives, paints af contacts, and it�itiai data requirements. The
second meeting will be the discussion of the conceptual Iayaut results. T�' needed, an
additional meetin� may be scheduled for tiie clari�cation af data or the acquisition of
additional data.
• Three meetings are anticipated related to the feasibility study including a task kicfc-nfi
meeting, a meeting to discuss tl�e preliminary findin�s of the study, �nd a meeting ta discuss
k1�e draft report and recommend�tions from the study.
• Yt is antici�ated that up to three presenkations to each of thc Lar�o and Clearwat�r City
Commissians may be requircd. The CONSULTANT will assist in the preparation for and
presentatian of the project resuIts to the City Comrnission.
o A strate�y meeting is anticipated between each City �nc� the CONSULTANT to discuss
permittin� options for the RWASR system.
� Tlie CONSULTANT will coorditi�te and conduct fwa meetin�s with FDEP. A pre-
application meeting will be attended �t rDF,P Soutliwcst District o�rce. Members o£ the
FDEP TAC wili be invited to facilitate permitting from all pertinent re�ulatory age�icies.
Representatives from thc rDEP in Tnmpa ancl Talla��assec, SVi�rWMD, the U5
Environmental Pratection A�ency (�PA), and t�ie Pinellas County Healt�i Departmcnt will be
in�ited to attend. �� is also �nticipated tliat, cltiring the permittin� process, a second mcetin�;
will be needed ta disct�ss the resolve outstanding permittinb issues. The CONSUL'I'ANT
tvill prepare meetin� minutes thlt docun�ent si�nificant discussions at cach mectin�,
• Qne meetin� �vi11 be l�eld with PDEP and Tampa's WWTP staff' to di�cuss thc permit
application to FDEP for the consti•uctiott af the ASR well systci�� assc�ci�tted �vith ihe City ol'
L�r�o's WWRF facility. �
• A conference cali will be conducted with SWrWMD to ciisctiss �vell constructio�t permittinb
issues, This is cfl Facilitate the wcll canstruction permit applic�itiaii by chc: dril�in� cai�tractor.
F:�common�hydro�bd�Clearwater RW�1SR�scpvsrl
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• Ten (l0} copics of h conccpt�a�l ciesign tecl3sticaI mcmor�ndum (£ve per Lity) discussing
siting criteria a��d z potential it�terco�lnect bct�viceii ihe cities of Largo anci Clearwater,
including a tie-in to the �otenti�l Pasca int�rconnect line.
• Five (S) ��nal copies of a feasibility study evaluating R�VASR in thc Cities �f Larga �nd
Clearwater wili be �rovided ta each cily.
o I'DEP Class V In,�ectian Well Fermit Application {6 }�cr City for eac�t RWASR well site) for
ASR wells at two Largo sites and two Clean�vater sites. � . �
• FDEP WWTP p�rmit modifications far botl� Cities. � � , .
» Five (S) sets per City of construction �drawin�s �nd technical specifications far the A5R piiot
wc1l and associated monitoring wel�s. � .�
• Two responses to FDEP TAC rec�uests far'additionnl infarrriation. .
•� Natific�tion Frorzt SWP'WMD tl�at well drilling permii can be issued. '
C4MPENSATION
, �
� The compensation for the scope af services is on a tump sum basis and shatl not exceed .
$150,000.00 wit�aut wri#ten authorization. Individual Task budgets arc pcovided below with
det�iled man-hour estimates provided in�Exl�ibit B.
SC�IEDUL�
The estimated timc of completion for this project is �pgroximately 12 months from the receipt vf
th� no�ice to proceed. The schedule is highty dependent upon timely submittals of data and
reviews by t��e Cit�es in addition to reguIatory review timc and rec�uest fc�r information (RFI's}.
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F;�common\1�ydro�bd�Cleanvater RWASR�sepverl
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Clearwate� C�ty Commiss�on
Agenda Cover M$mnrandum
Fi�ial A �ends Item �u �� �
b �1
Mectin�; Da�e: p8/48l02 ��I �J
l
suel�erlR�caMM�n�aarroN:
Approve Change Order #1 to the Contract between !he Ciry af Clearwat�r and JSS f'roperty f'rafessionafS, Inc.
increasing the Uudget by $20D,ODD, for a new cvn�ract tntal of $769,OD0, for the rehabilitation of thc Fultan
Avenue Apartments pro�ect to include the additian pF four (4) units khat were n�t part of thc �riginal sco�e af work
and to address other unforeseen work and items nec�ssary for the completian af tl�e project.
� and Ihat the anpropriate officl��s �e autt�orized ta execute same.
5UMMARY:
The Fulton Apartments were �onstructed in 1971 on land owned by the City o6 Clearwater �y a non-�rafit
organization caiied Bett�r Ciearwater Inc. Better Cfearwat�r, �nc. then [eased the property ro th� Clearwater
Housing Authoriry (CHA) who rnanaged th� property and made the units available to low-income residents.
In 7 98b Betf�f Clearwater, Inc. cf�faulted on a laan and the project reverted to th� City. Th� City satisfied the
outstar�ding debt and cantinued the lease a�reement �rith th� Cl�arwater Housing Authorit}r.
TF�e pro�erty cansist�oF 1 G twn and three i�edroom units and rs corriprised �f three buildings witl5 a single ingress
off Fultan Avenue. The Cl�arwaker Ho«sing Authority awned tf�e four one-bedroom unics that Share the same
er�trance.
In 1999, the City committed to makir�� renov3tior�s and allocated $5b9,00Q {or Ehe renavation of 11�� 1 G un�ts ihat
we owr�ed: In August 2001, the Hausinb Authority expressed an interest in divesting itself of tli� fo�r one-
bedroom i�nits. City of Clearwater staff �xpressed an interest in procurins the units brinbing the enEire property
under sin�Ee ownership and management. In ihe Fall oF 200� the City acquired the four units th�t were owned by
CHA.
In August �f 2UD1, t�e City af Gearwater reqUestec� propo5als for the renovatian of the Fu{ton Avenue A�Oartments
i�at included ib apartments. fn Decem�er of 2001, the City awarded the cantract ta J55 Prop�rty Professionals,
Inc. of Madeira Beach who pr4vided the lowest bid.
Sirtce the Commis�fan a►varcled the bid, the City has acquired an arlc{itional � units that are lacated c�n the property
and which wfli become part of the averall project. The four unic structure is a single story c�wefking 7nd ane of the
units will be turr�ed into a Laundry Facility and Community Roam. There wiil now be a totai of 19 rental units.
This project wil! be a mixed-income project with 1�4 units set-aside as HOME Assisted Uniks and 5 units set-aside as
SHIP Assisted Units.
This �hange C}rder rotaling $2aa,OQO also includes atl�er items dea{in� with �nfareseen life-safety issues and items
that were not part of t�e original contract. The estimated completion date for this project is early �a11, 2002.
Rcwlewcd by:
Lega! �"' '
6udget �
i'urchasing NA
R(sk Mgmt NA
Info Tech NA
Pub�Ic WoricS
[7CMIACM
4ther
Originating I]ept: '
�to. Development &
Uscr Dept.
AStachntents:
5ul�mitted by: � ❑ Nnne
City Manager
Printcd on rccycicd paper
C05t5
Tot��l
F�ndins 5ource: ,
Gipiial Im�xov�ment
o�cf.,�in�
Qlher
Appropriation Code:
G83-072QQU-5303Q0-S5400U
� 91-07218-5303 00•554-0 DO
Rev. ZI9$
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CHANGB ORUER: # 1
PROjECT: Fult�on Avenue Apartments
Rehab' 'taf�on Contract
C��TRACX"UR JSS Property P�ra�essionals, Inc.
, � 150D6 Madeira �Nay
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IM�11_:.� : il
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PROJECT NUM�BER: .�..�iT,LA.�.
P.o. �IIVCE No.� nr � A -
DATE OF CONTRACfi: -��ar�. � � �� ?�
Mad�a Beach, FL 33iU8 CQDE: b83-0720(10-530300-554Q00
� 191�072T&53D3Q�S540�U
SCOPE a� CH1�iuGE: THIS CI�ANGE ORDER ACCEPTS REViSIONS TO THE CONTRACT
S'fiE ATTAC�-�ED SHEET F�R D�!"IDN AND ADDITIONAL I'�'EMS
"_�_��...�....� - ,�....
STATfiMEI�IT OF CON'I'RACT AMOI3N'T � ACCEP'TED BY:
O�riginal Contract
� � Change �Jxder # 1
New.�ontract Tota7,
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ATZ'EST:
Cynthia E. Gnudeau, City Clerk
Da�:
CTI'�f OF �.EAYtW�.TEIt, in
Pi�]'BLLAS COUNTY, FLdRIDA
W:illiam B. Home, IT, City Manager
� Approved, ae...to--form:
: . � �`F �� ., .. .
�� John CaXnssas, Assistan� C�ty �.ttorney
JSS Prop�arty Pzofe.sszonals, Znc.
By:. . (�F.A� 1
Presidenf
Date: �
WI.TNESSES:
Pru►t Nazne o�€ Witness
Print Name of Wifiness
RECOMMENDED BY:
Howi� Carroll, Assistanf Director ,
Economic Developrrient & Hous�ng
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� Original Contraot Approved by Commission � � 12/13/2001
. � Contra�ctor Agr�ement Signed . � 1/15/2402 � .
�.� , O�igitta� Cot�.tra�t Amouttt {uloludis�g 14% conl�gen�y) � $ 569,000.00 � 1
.�.: � . � . . . ° . � � �
�' �. Additionat Ac�ivities Assaci�ated wi�th Chan�e Order #].: � � i
' � � Add�ndum ta Rehabilitate the Additional Four (4) Uruis � $ �.27,579.98 � � ��
� �� . � � � • �
� � � � Additional Re�uireci Work: � .
. � ' � � #� i�pgrr�de electzicai feecier �ines - $. 24,227.Q0 �
.., . ,
' . � #2 U'nderground Serv:ice - � $ 8,979.13 . .
� . � #3 Cap Washer i3ook-Ups � . � $ . �1,02Q.80 ,
�� , ' � � � � #4 Second �tory Drywa11- Fire Rating � $ 14,4GSA0
' .. � � Subrvtal $ 176,271.91 � � �,
� , 10% Coniingency � . � � � $ 17,627. � 9 � � ,
� � � � Miscellaneaus . $ 6,100.90 �
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� � . Tot� Amounf: . . $ 2Q0,000.00 �
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. �saos ��w�►y . . . �hon�: ���� �9z-��6G
Madeixa �c�cb�, �.. 3370$ �ax: (727) 399-9550 .
�una 1,8. 2042 � '
'�'o: Fowler Associates A�Eut�cts, Inc. � '
, . . . �421 Cautt Sh+ect ' .
. Suite D , � •
� Cleatwatiex, Florida 33756
� �e: �u�tan Avex�uc Apa��nents . .
� TH� �Q�.LOWIlV'G L5 �Okt PHASE,2 (1 STO�Y SiJ�U�rTG -� CF�A1�'G�iQ � UNiT
TO �AUN]a�ZX ,A�NU RESTD�NG OTHER UN�'�'S SIlviII.�4�t TO ��L4SE 1).
PRxC'�NG �S PER PI.AN .ANT) IlrTCLUD�NG DAF�EREN�S �'O $UiLDING CC1U�
°.� (AS Ri1TH A.DA�OIVAL 3��2.X�VALL ON CF.�LING AND EL�CxRICAL TO
CC)D&). � . .
, ALSU. TNCLUD�S �,DDITXaNA,L k�IdCIlVG1B4�.�I,�11tDS AS �'�t 5� pLAN,
� �?OES NOT INC�.UDfi � �2EMOV,A,I.OF �OLDI�'Q�C ODORS.
' WASHER'S AND I�RXER'S AR� NO� A�CLUDED. .
� P�G`B: 5�27,579.98 . ,
� � � iN'CLUA� �N THE A�OV� P�C,F'.s: �
� �) 55,500.04 FOXi �VG''�'. . , �
Z) S3,OQ4,Op �DR A�'P'LxP�NC�'S. -
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�rty �'�CSSionals, xnc.
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�5006 ��deira Way Phoao: {727) 392-�7b5 ,
� � � . NXade�ra Beac%, kZ 33708 Fax: (72?) �99-9550 . .
� � � Juno �8, 2002 � �
` � � � � To: Fow�t,r.A►s'saciates Arclutect�, Inc.,. ` � � . .
, ' �421 Court StreGt � . . '
Suxi�c p .
. C,�eanvabex, �ioza,da 33756 � . � �
. ., , �te: �ulton Avenue A,pat�tmt�z�ts � . . • . �
, '� , . PREP �F►ND �TSxALL S/8" '�`Y��. � DRYWALL T'O CJ�PER UN� G'�II.3�G5 . .
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� . . .�. PRYC�: Si4,465.00 ' .
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150at5 �a�d�cira Way Phanc: {7z?) �42-d766 � .
h�ad�.ira Beach, FL 337Q8 ��x: (72?) 394-9550
N�ay z3, ?A02 .
To: rowler ,Hssoci�ates ,A.�ctut,ecrs, �ac. •
2.42� Court strcct � � ' '
5uita �3 . • �
C�e,axwa��, �lorida 33756 ,
Re: Fvlta�a A,vr�,ue Apartm�E�ts . .
The #ollowing is actdit���za� pz�r�g fo�r eIecaical ciiang�s as pc�r t}�e mc�tcug on N�axc� 28.
2UU2. . ' . ,
1) C'han�e feeders -- upgrade #4 '���T app�ro�titmately 2�400 �cet. � . ,
2� UPgrac% 5e�ces me'c�► m�ter gax�gs, riser etc., grouac�,ug .
3} Add house meter to eacb bu�ding. �
. �-j �astau axit �zghti,ng and phato cells. ' � .
�r�cx &+nm �itdway Sezvi�ces (see attacheci) ................................$2.2,D7Q.OU
Coutxa+cwr's Niark Up {54� ovcnc�ad, 5°�o p�rvfit) .......................... �2.207.�D
� TaTAL-- --------�- ----------�- $24.277.00
Txme delay for dcsca��ed arork: �0 days ,
� x'hc �o�owi�ag �s #'ar u�c%rgrowod, .
1) Chasge 3 building sexvirxs frv� averbead to underground. �
x} 53w ctr.t blac�C top. � �
3) �nch.
4) Run �edcirs �6;o�a bw�d�ngs to k`lorida Power.
..
Pri�r.e �om� �dway Servicxs (see attaehed) .........:......................�$,�62.$S
Cantra�ctar's Mazk Up (59'0 over�iead, 5�'o pro�t) ..............:............ �81�.85 . '
TQTAL- $8,979.l�3
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Clearwater City Coriunission
Agenda Cover Memorandum
Workseasion Item �: �/ Y
Flna1 Agenda Item � �-%�". /
Mealing Dnta: 08/08/02
SUBJECTIRECON�MEMDA7iON: Appro�e settlement of the Itahility clatm of Qnthony Warren
for paymont o! $4Q,000. �
0 ar�d thai tha a ro riate ofiicials be a�tharized io execute same.
SUMM�ARY:
•� �n Apri� 30, 2001, Anthany Warren, was being transpQrted in a City owned
Cushman motor cart. Mr. Warren at the time of �he injury was an inmate ot the
Ptnellas County Jail and was part of a worEc crew for the City's Parks and
Recreation Departmen#. The motor cart o�er�urned and Mr. Warren was ojected
from the cart and sustained significant injuries to his back, knee, and jaw. Mr.
Warr�n's verified medical expenses incurred �o date are approxEmate�y $25,000.
Back and knee surgery ha�e been recommended by Mr. Warren's trea#ing
physicians.
• The City's iimit of liabi[ity as provided by Section ?68.28, Florida Statu#es �s
$� 00,000. Mr. ll�arren has ag:�eed to accept $40,000 for fuil and complete
settlement of his claim. The City's Risk Management Division and City's Claims
Gommittee recommend this sett�ement.
� Funding for the payment o# this s�ttlement is aWailable in the budget for claims
expense in the Central insurance Fund,
Rev[ewed by:�
Lega!
Budge! �
Purchasln� �
Risk Mgmt
S�tbmlttesi by: �� . ��
City Mana�er f�iX�
Inio Srvc
Publlc Works
DCMIACM�
Other
WA ' �1NFilsk (J.M
Uaer Dept.
Ariachrnenta
X Nono
costs:
rotAi
Current FY
S4,�0 000
��nding 8ourco:
S40,OaD CI
�P
Oiher CiF
Approprlatlon Cade:54D-0700Q-5459�0-618�-000
iisv. �198
�..
-�� . �__-► .__._..._ � _
• ± � .�.t .. .
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.
Clearwater City Commission
Agenda Cover M(emarandum
1'Ih�rksession Item !l:
Final rlgeiid�� Ilert� #
�
Merting Dite: —� —�j,a,
SU�JECTIRECOMlNENDATIt]N: Award a �ontr�ct to D.Co Marketing fnc. of Lag�ana Hills, CA to purchase
a Digicaster Automa#ion System a# a cost of $171,182 in accordance with SNAP agreement, #730238�-2,
� and ttiat the a�prapriate officials !�e .ZUti�orized tn exc�c�rte samc�.
SUMMARY:
� C-VIEW �5 is in r�eed to a new playback systerr� to replace iis c�rrent Odetics system, which is
unreliabie and prone to frequent meehanicai failures, resulting in an unreliahle schedule, viewer
#rustration and signif�cant staff overtime to re-program and re-set. O�r current tape based system has
high main#enance needs that resulk in t�e station being off-air for long perio�s of time.
o The Digicaster system will replace the Odetics, and is a complete MPEG 2 video server system
that wii� use a digital server, with less mschanica! parts, and more back-up redur�dancy. This will
enhance C-VIEVII's reliability and w�ll F�eip beg�n the transition #o a digi#al signal, which is
required by the FCC in 2006.
•, Th� Digicaster system will expand C�VIEW's ad�a�ce pragramming abilEty, as it has up #0 200 hours of
digital MPEG 2 videolaudio at 8-10mbs {Beta SP quality) with RAID 5.for bac[c-u�. The current
system is limited to 45 hours of coritinuous programming.
• This server system is easily upgraded fo� iuiure expansion with removable hard drives.
• The Digicaster will still maintain t�e current quafity of video tha� the cifizens of Cfearwater have
enjoyed in the past. This type of system will allow C-VIEW to move closer to streaming a�d archiving
�ideo for nur web-based users, when funding becomes available for ot��er web components.
• T�is contract is funded by our PEG grant �rom Verizon Americast. AnnUa1 maintenance service of
approximately $'15,000 is already included in the De�artment's proposed o�zrating budg�t for tF�e
. fiscal year 2�D2/03.
Reviewed by:
Legal
Budget
�UfC�1�5�11�
ftisk Mgr�ti!
.we�'/L
��,
Info Tech,
Publlc WprkS
DCM/AC1�1 �
Oil�cr
y City Managcrsr;����
�_ � ��r
Origlnatin�; bept.:
Public Cnmmu lcation
User Dept.:
r
Public Cummunic�tian
Altaciimenls:
r�
O Nunc
Costs
�fatal $171,1 t32
Ann.
Fe�nding Sc}urce:
Current �Y -02- CI
�P �
Olfier
Apprapri�ition Cude:lfll•99'I25-5b4Q0U-519-ODU
4.
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SUBJErCTIRECOMMENDATION:
Worksossfan Itam #: ��
Ll�:ai��v��tcr City Caii����ission
A�;crtida Covc�' MG1Z101'�iI1C�LlI17 Finai Agenda ItQm �# ���
Meotinc� qat�z: 8/81112
Award a contract #o Rowland Inc. in the amount af $10D,OOO.OD for sanitary sewer manhale
rehabilitatio�t at various locations fhroughout #i�� City of Clearwater,
� and that tho appropriate afficials bo authorized to r�xecute same.
SUMNIARY:
• The City has d�k�rmfn�d t�at $100,000 will be necessary to rehabilitate �xisting sanitary sewer
manholss o�er t�e next year. Our goal is to maintain tne sanitary sewer system �s practical and
necessary and minimize disruptions �n service to our citizens.
• The City of Largo, Florida, awarded a contract to �towland Inc. on February 1, 2000, through the
comp�titive b�d process. The conttact rernains in effect t�rough September30, 20Q1, with t}�e opkion to
renew for an add�#ional period of one year.
• Rowla�td lnc. has agreed to honor tlie rate schedule as outlined in the City of Largo's contract.
• The City of Clearwater wil! direct the contractor to those high priority areas as establis�ed in the
� Sanitary Sewer Evaluatfnn Study. Efforts wiff be concentratEd in the areas north of Palmetto St., east
of Edgewater Dr., sauth of Union St. and wesf of BeIcF��r Rd. It will take approxima�ely four months to
perform fhese effiorts, or until such time that the er�t�re $� Q0,000 is expended.
• Rowland Inc. has established a favorabfe working rela#ionship wit� the C.ity, and has demonstrated
their ability to provide a reliable praduct and professiona! service. �
• Resol�iion 01-07 was passed on March 1, 2001, establis�ing the City's intent to r�im�urse certain
project costs incurred with future tax-exempt financing. The projects identified with 2001 re�eriue
bonds as a funding source were included in the praj�ct list as�ociated with R�solution 0'f-07.
o Stafficient budget is a�ailabfe in WWC Manhole & Gravity Line Repair (343-96694) to fund this
contract.
• A copy of the contract will be available in the Clerk's of�ice.
Rflvl�wed by: �
Lec�al ��
BudgQt %''
t�
Purchasing
Risk M�mt N!A
Infa Srvc
pubi(c
works
DCMIACM
Oth�r
Originati�� Dept:
N1A Public Works (!.. Mu�
Usar bept.; Pubiia Works
�' 17r+�
Attachmonts
Lacater Map
Costs
Total $�00,000,00
Fund�ng
Source:
Currant FY $104,000.00 CI X
o�
�thor
SubmHtQd by: Appropriation Cadg:
City Mana�er � U �On� 343-9G694-5G3800-535-000
+ Printod on rocyclad papor 2002 Sanitary Sowor Manholo R�habllflation {Row land, Inc.� Rav. 2196
_ - renrr�. __ _ __. . . . . . . ... .. . . . . . .. �. , .- �.
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►-� �m����.�R���l � � B 1454
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7ite City oS Larflo
OTtJco af Managoment end 8udgal
(727) So"7-B727
Buye�:
D�tNERY ApDR�SS
City of i.arQo
EngEneering
ffiecShre Dalo � 7It/00 � Vondar NumbQr
Explraiion �ato 9130l01 Vendor Contact
CommEssbn App. 2JtID0 Vendar Phnne
Oepl. Ordertng �,,��Q�p��rl�q, „ Quaie Me�hod
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ROWLAND, iNC. �
�8s5 ia� AV�NUE NORTH
PlNEI.LAS I'ARK, FL 337�2
���I.INb ADDA�SS
City oi �ar90
Financ4 Dlvisbn
Actounts F'aya6le
PO Box 298
Latgo, FL 33779•q296
JMFOATAN F
Ti�e BPO Number I�sted
above mus! app�ar on aq
Involces, pkgs., pacicing
slips, biTls of lading and
any correspondenca.
2aa3 V�NDO� HoxlCE
ihls Biankaf Purchase Ordot shoul�
_ nat be fil�ed upon recelpt. Thls arder
� seNes to estabpsh �tu a requVemsr�lz.
�� �_�•ss4 _ All purchases agalnst thEs order muat
b� In accordance w�h fts tarms and
condEtbno, Ar�y Indhridual ordar�ng
� ' �must pre�ent a valld Ciry I.D. card and
rr�US! slgn the de[lvery capy Indlcallr�p
recelpt. A!I purchasos must be
� documented In wrlting� unfess nthar-
wise ind{catad a agreBd upon. P�4aso
contact ihe buyer �'�sled above b you
, have aay questbns.
S1at� Selos Tex Exomptlon
� Cerlilicate No.: 62-08•134901•54C
�QUANTil'1� Ul�fi' � C�SCRIPTiON '• " � • � �NlT �CDST •• �, �T�TAL
MANMOL� REHAHI{.iTATION IM ACC�RpANCE WI'iH
B�D h0. 00•9•660
(Pleaso nolo revlsed expiratbn datej
�N�OH ! S RUCT oNS
1, Purchasas may rwt oxcead e tnte amount o t or ar wilh�ut prior approval by the
Oli�a af Management and B�dpet.
�, 7he Clty ot l.et�o wl� not be responsbb for Qoods delfvered whhout �f�e BPO number.
3, �nvo�ing: Send origlnaf erx! ane copy to the 81lIinQ Rddtess ifsted abovo.
4� In unable ta tEll at prlca s�awn, PLEASE ADVIS� �EF4R� SHIPF'iNO,
5. P�r�lst ahipmor�Ss are accepto�. '
TOTAI. (Netj S
c�nr o� �aR�o
c�n wh��
As tant Clty Mpr, or Desl�noe
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�� Cit�y of Largo Florida .
Poet Of ica Snx 29B, Lar�o, Frlorida 337T9•4298
_ n�REC-r�vE
� CITY COMM�SSI4N A�ENDA
. 7:OQ P,M. FEBRUARY 1 200d CUMMISS�ON CHAMB�AS
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�. CALL TO �`iRDER
II.
l�l.
IV.
N.
VI.
INVOCATIDN �IND PLEDGE 4F ALLEG�ANCE
A. fnvocalla� - Vic� Mayor Rnhert Jacksan �
B. . P�edge of Al�egiance
CEREMONIAL �
. ,
APPROVAL OF AGENDA AND MlNUTES �
A. Agenda - Regular Meeting of Febr�ary 1, 200Q - APi�ROVED �
8. Minutes - Reg�lar Meeting oi Jan�ary 18, 2Qa0 • APPR(}V�D
CITIZEN CQMMENY. (Any uem except pubt� hear�gs.t
PUBLIC HEAR�NGS (Procedure jorpubtrc hecutngs: mnttort to hear uem; read[r�g
nj ilem; motin� �o adopt/deny; discusslan; publtc irzput/Commissf�rt artinn.) .
A. Ordinancn �'irst Readin� �Cont�nued �rorn Janu�ry 4, 20�j:
� 1, urdinanca No. 200D-�9 - Adopting a Revised Comprehensive �eve�opment
Car1e ior Cans[ster�cy with ihe CEt�s i989
, Camprehansive Plan • A�'PE�OVE� 6-1 (BURKE
NAIf)� PM ON 07Jf5
B. Ordlnar�cea 5econd Reading:
�. Ordlnanca No. 208D-22 - A Yoluntary Anriexalion ot Property l.ocated at
1755 2oth Avenue SE, la�go, Upor� Petiitan by
� ihe Propetty Owner, Case No. A5�47-99 -
� ADOPTED tINAN �
2. Ordfnance Na. 2D00-2B - A Valt��tary A►nn�xatfon ot proper#y Located at
� �79� Long Bow l.ar�e Upor� Pelitlon by tha
Prope�ty C7wnar, Case Nn. A5•48•99 - AC10p'�ED
llNAN
3. Ordinanae No. 2000-27 -.0. Valunl�ary Ar�nexation ot Praperty l.xated at
�814 Souih Belcher Roa� Upon Pe�tlori by the
, Prope�ty �wner, Case Na. A5-0i� • ADOPTED
� UNA�t
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4.
5.
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7.
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9.
� .inanc� No. 2�Qa2Q -
ardir�ancQ Na. 2004-23 -
Ordit�a�ce No, 2Q00-3� -
Ord�nance No. 2004-3f -
Ordlnance Nfl. 2000-33 -
Ordinance No. 2000•34 -
A Valunlary Ann. sliar� oR. Propertyr �.ocated at
t850 Juanita Courl� Cloarwaier, Upon Patiiion by
ihe Properry Owner, Casa No, A5-02•40 •
ADOPT�D UNAN
A Volvntary Annaxalian ot Prop�rty Localed a#
2a27 Kent Piacn Upon PelitGon by the Properry
Owner, Case No. Aa•03-00 • ADOPtED UNAN
Am�nding Chaptar 16 Enlitled `Police', of the
Code at C}rdinances • ADDPTED 5-Z
(LAURANC�, SH�tBY NAY)
Amendir�g the F1f 24{?0 F1re Rescue aeparim�nt
Budget by Approp�iati�g S22,DD(3 0� t�e
Undesignated Gene�af Fund Balance for the
F'urpose o! Purchasing a Portable Fiashover
Simulator - ADOPTEQ UNAN
Amending the FY 2000 Community D�velopm�rn
Department eudget by Appro�riatfng �50,p40 0!
lhe Undesignated General Fund Balance 1a Fund
Neighbor�ood Improvemer�t Granis Through the
Largo NeIghbarhaod lmpravement Pragram -
ADQpTED UNAN
Amending it�e FY 20(?� �eneraf Operating
Depariment Budget by ApproprialEng $155,2Da o#
lhe Undesig�ated Lacai Optlan Sa�es 'Tax Fund,
Transterring Said Amount to fhe Clty Hall Fur►d�
and ApprapriaSInQ 5�id Transfer Pius $63,50� o!
thn Undesignated City Hall Fund BaEance ta the
GQ�e�al Operaliflg I3epa�Sment to Supplement
Appropriations tor 1he RBfiQV8ti0I1 Of lh@ New
Larg� Mut�icipal Comp�ex - ADD�T�D UNAN
CONSEN3' DOCKET - APPHUVE�
A. Approval of Request irom !he West Flo�ida Y Runners Cfub for Permissfon to �enro
Alcohal at the Ur�fcom SK Classic and Unikids Fun R�ns to be H�Id 5aturday, Mar�ch
11, 2�0�, at f..�rga Centra� Park
B. Autf�orizatic�R to Purchase I►�dusirial S�elvfng for tt�B Po�ice Department's Property
and Evidence Sectlon and SupAiy Aocm irom W.W. Grainge�, Inc.� in Accordar�ce
with ths State Negatfaied Agreement Price Schedul�s (SNAPS) No. 28511 S5 �n the
Amavnt c� �21,199
G. Award o1 Bid No. 99-8-632� 60 KW Portable Ge�erator, to Caastal Service and
Supply, tnc., !n the Amount of �24,985
D. Award a! Bid Nfl. 99•8-63�, 5Gc-�nch Hydraul�a Pump� �o Thampson pum� and
ManuTactu�inp Company, in tha Amount of 319�355
E. A�thorizatlnn ta l.ease CapEers iar a ihr�e Year Period tram Xerox Corparatior� in the
Esllmated Amount �i Sg7,800� fn Accordance with Flarida Slata Coniract No. 600-
380•00-� '
�THEF� LEGiSLATIVE MA7TERS
A. Resolut�on No. 17U5 Appiying tor a Hfghway Baautiflcalion Grant and Aut��rizing a
Highway Landscape CQnstrucilon and Malntenar�ce Memorandum of Agreement for
Seininale �oulevard with the Florida Deparimen� at Transpartation - DISAP�'ROV�D
UNAN
8. Approval at 309'd Drawings oi th� Nighland Comp#ex �001 Bath�ouse - APP�OV�D
UNAN
C. Awan! oi f'roposal No. 9�•P•831 ��lectric Motor Aepa��� to Tam�a ARnature Works
for an Gstimaled Amaunt of �70,000�• APPR�V�d !lNAN
D. Award oi 8id 00•8•660, Manhola Rehabirrtation� ta Rowiand, �nc, - APpROV�D UNAN
4.
a
.i � • 3 M.
E. Award ;,n�lract No. 99•C•844, CansSructian oi �..., Effluent R�use Distributlan
System - Part IX, to Suncoast Doveiapm�nt al Pi�elfas County, inc,� fn lhe Amau�l
o� �2�176,260 - APPRQVEO UNAN
�. Slatus of 1he West Bay Drivo Im�ravemenls Project - NO AC710N REDU�Si'Ep
G. Approving IncentivQS ior the Aetna Group� Property Own�rs oi tha �ay Area Outlet
Mall - ApPROVED 6-0 (LAURANCE ABS�N'�
H, Appraving lhe Incorporalion o} Main Slreet's Developm�nt Ob)ectives and Placement
oi Ulmer Paric Optior�(s) into lhe City Ha�l RF�/RFP Document - APPROV�O WITH
Op7i0N 3 OF EXHiBii "A" AND A HEIGHT L1MIT OF UP TO 5 STORI�S
I. Disposal ot �urnfshings and Demaliilon at City Ha�l and Pofica Depar�ment -
- DISPOSAL O� FURNISHINGS - APPR4V�D EINAN
- D�MOLITION • APPROYED 5-2 ti.AUf�ANC�, JACKSON NAY)
J. Ordinances F1rst Read[ng:
1. Ordfnance No. 2q00-35 - Amending the FY 20DD Polfce Departmeni
� 8u�get by Accepli�g Blxk Grant �urx�s irom the
'� Bureau oi Just�ce Assistance in Ihe AmoUnt of
�83,50a and Appropriating SaEd Funds to the
Police DeparRment - APPROVED UNAf�, PM ON
0?J1 S
2. Ordinance No, 2004-36 - Amending 1�e FY 2000 Pclice E]epa�tment
BudgeS by Accepting Grant Fcands iram lhe Ford
Foundatlon in t�e Amount af $20,o4U and
Appropriat�ng Said �unds to the Po�fce
Deparime�tt - APPi�DVED UNAN, P�H ON 02J1S
K. Fiesolutior� Na, i707 Stating ihe City Cornmissfon's Intent ta Initiale Conilict
Resolutior� Procedures to Resolve Whelher ihe City of I'inellas Pa�ic, �larida, #�as and
CantinuFs to Vialate Chapler 163 ot tha Florida Statuies - APPflOVED UNAN
!X. ITEMS FROM MAYOR, COMMISSlON, BOARDS, ADMiNISTRATiON� CITY
MANAGER, C1TY ATTORNEY
X. AD�OURNMENT
NOTICE TO PUBLYC: Ciry Cha+iar Sectlorr �,11(c) requltes e minr'rrwm pre�7irrg Commisslon wfe ol � lo e�lecl acNon.
Consnquantty, �ny »on•CiN•iniriated actiav� atlampfed whkh does nal roceive a rior� ol �, ellhe► �or or a9alns� is subf�cf M
recassid9raCart upon wniten requs3sL 8y CeerveyssTon policy, eartsideration ol Cr •Fnthafed ltems, resolutions errd ordiroancos resulbnq
in a lack o/ I votes, either lor a aqatnsf, sl�a!! be confrnued rncl�ng pubfrc h�r�nng, H any) at �Ira nexf regular meaLi�g,
No ifems, oxcepl lhose al an inf�ductOry naNru fo be con5id6rBd at A lat9� dal9, sl�aX be r+ddod !o �e Carrur�fsslon meebng agenda
excepf by a M�o�fhirds (?l,iJ v�ole af �e soven (7) mam6er Commission.
7'ha pubfic may speak w�r al! ifams flsfed on tlin eQenda. Persons wishrng fo spBak on an agonda ftem shall f,l! o�l a Speake�s Card
and submit !f ta 1hs Ciry Clerfc prior to (he lsaue beln� haercf by the Corm�ssiw�. Publlc daGala by Frrdvfdua; speakars Iram d'�
audien�ca shad be fimitad 1a fhree (3) mtnules. Represenfaflves of r�coprflred pnwps shall ba Gm!!od io 1�►n (i0) mlrxAa, and bTd
debafa an a slrsglo issua shal! ba rrrufed ib thlry (30J rt�rwfea. ONy or� (�) presentaDon per p�rsa�n psr Issw shal bo eRowe�d.
Spoakers �n71 �dnlino 1helr corrvrrents la 1ho agenda lfem beTr� dtsansed. Dlscusskn hpm rha public ahaA br caonsldorad only aMar
the Commission has debafed qra issue. T1�e Crutlt shalf f�COgnlie a1! speai�er5 and af cOrnme�lS slutli be d+recfod !p !ho Cl�alr.
Ouestior�s fran tha p�►bf,c wr7l ba drr�crad by U�e Cfi�alr ro�e Ciy Manaper, �+fso ►w7! respond nr �i'rect �e questlon ho � appropriate
sfaN person. !f L"re quesGor� c�nof b� answered �t t/7e meaDng, fha Chalr wtfl direct �he Cr7y Menagar fo provido die a^�orrr�adon af
a larer Qa10 or acheduie a maetr'rt� with tAs crtli�n�.
My porsan who deades ta appeal any declslori of Ilia GovamTny bo�dy wt� respect lo any maKer consldared af Ohls moe5n9 wr7! rreB�d
a record o! �e procaeedrnQs, wlrJdr record lncl�des tho lesA'mony and avidence upa� wNch �e appaal !s basod.
fie Cry a1l�rpo ls cmrr�Ffted ta prov�dlnq r�asonabla aoc�orrunodabo+� la eroc:ess !or �e d�sablod. Anya�e nsedir�g ass�slanco wifh
rega►� ro a c�ry cor�sbn meew�Q sr►ourd caa�acr a,e cry cr�r�rs or�e �se�-srra� or � r.�.U. Uno (587•snul ar reasr or�s
we�k Arfor �o �a menun�.
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AGENDA UA7�:
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City of Largo� Florida
Post Oftica 9ox 29G, Ler�o, Flarida 33779•0296
January 31, 2Q00
February !, 2000 - Aegular Meetin�
PREPAR�D 6Y: Chris d. Kubala, Direcior of Public Works �
Michael J. Stal�apo�los, City Engineer
.1ohn B. Parham, 1r.� Asststarst to the City Manager
AWA�iD OF B1D NO, oae•6fi0, MANHOLE REHAaIl.ITATION, TO ROW�AND, 1NC.
BACKGAOUND:
Far the past several years, manhale rehabilitatEon services were acquired �y t�iffizing !he scope of work,
cost, ar�d tom�s and conditfor�s ai olrier local municipat r.or�tra�is. During this time �rama� the Cit�r primarity
used a Manatee Counry cor�tract, and a manho(e rei�abifi#alfon system fcnow�i as Strong-Seaf. Strong-Sea1
is a spray-on, cemenGtiaus product tnat provides stnactural integiity.and corrasian resistance to the interior
of tfie manhofe. In ihe iall ai 1989, the Mar�atee County contract axpired, and a decision was requfred
whether to idenli(y anot�er mun9cipal contract to utiliza, o� develop pur own criteria tor manhate �
reit�biHlatior�.
'Che 4fiice cf ManagemeM and 6udget, with the concurrence of Enginearing, develo�ed iis own Inv�talEan
1ar 8ids. Developin� �ity crixeria ior mant�ale rehabilitation wilt allow tha City io identify and review other
t�chnologies for manhole reha�i�ftation as opposed to relying oR specif,c �echnology specifiicatiens prav�ed
by athar municipalities. Tha intent oi the Ir�vitation Eo Bid is to award a Blanket Purchas� �rder ta a
contractor who wilf pravide manhole rehab�liiatlon services thrnugh September 3U, 2DOi (approximatefy 18
mor�ths). The �lanket Purchase �rdea co�1d be exiended for ona additional year, at lhe request af the City,
basecf o� contracior periotmance a�d maintenance oi cantract pricss.
7he City received the �ollawing iive �5) bids 4or the provision nf manhofe rehabilitation servi�es. 'lite
bids were based ah esSfmated quaniities of services that were like{y to bo requ(rsd.over !�a ccur�e af
the Bfanket Purchase Order.
8idder
Coastal Guni�e Constnaction Co.
Row�and, Inc.
Speclfic Ret�abilitatian Campany
Mechanlcaf Jabbe�s - Protective �irrer Systems
S�p�Rec {three different syslem �evels}
r cn
: $54,ODQ
� S�,54o
3s4,soo
asn,�o
siot,�oo - st2�,7o0
The evaluatfon of bidders inciuded revlew at assoclated costs� advaMages and disadvantages oi each
tecF�nology presonted� arid experience of the co�tractors providir�g each manhate rehab7�tatiorr fechr�ology.
The recommendation ts to awasd a 8lanket Purc�ase Ord�r to f�owiand, Enc. 'f'�e techrwlagy most
recentty used by the City (Strong-Seal} was pravi�ed by► Rowland thraugh the Manatee County conl�a�t,
and is a knawn and proven cammodily. Sirong Ssal has been appiied to over �00 manhofes within the
City o� Largo with exceptlonaS resuns. The system nas alsa been used 1n �eighbaring communitias such
as Clearwat�r� Manatee County� ar�d the City af Treasure Isfand. Also, Rawland is a iocal contrac�or and
can pravide the respanse t�me r�e�essary in the case ot emergency situations,
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��rF�� rc wpRics �ai✓ u�siP�Ti��
� . C�ty of Largo, If �orida
�u�t orr�e Buz 298, I..arQo, F'lori�ia 3�7i9•029ti
Otfica ol Manapament d Budgat
CITY rOMM1SSIQN
LAFiGO� �LORIDA
iNV�'i'A�iON FQR BID
Bid k; 00•B•660
Adm9nistration (727} 597-6727
�Ax (�27� 5es•7420
Dale: November 9, i999
Cam�et�liva sealed bids wilf be accepted by th� City at Largo Ofiice o! Mana�ament and �udgel, Largo Ci�y
Hali; post Olfice �ox 296, (225 First Avenue SW 33770j, Larg�, �brida, 33i79•0296, until
2:p0 p.m., laca� timc
Qacem�er 17, 1899
at whkh lime all bids received sl�aR be publicly opened and raad afoud in tha �tlice of Manag�menl Budgat,
�argo Cily Hati, tor �
MANHO�.� AEHA81L�3A7i0N
The inteitii ol thls lnvilation for Bid is lhe tehabiliEalion of manhales al various sizes lhrough !he uso af work,
materials, and squipmeni req�ired ta oblain a structurai liner, eluninaling inliltratian, providing corros�on
protoctbn, repai� al voids, and ln restore slructural i�legrily oi ihe subsSralo as a rest�lt ol the line�
hstaqalion. Bids must conto�m to lt�e Speciticatior�s and Inslr�ctions to 6iddars. Any devialion [rom th8
specilfcafions must bo s�awn.
The City resarves the righl t� reject any or a11 bids received, to waivB any irregularities or iniorrnalities. If
yau are i��leresled in bidding, please complele 1he InvitaR�on for Bid Form(s) and relum Eo Ihis ollice by ihe
Ctata indicated, Non•contormance,wit� lhase instruclions is grounds for �ejeclian ol bid, l.ate Bids wil! be
rejecled.
Queslians of a technical rtalur� should be ditecled ta Micnea! J. Stal�opatous, Ciiy EnginBer, al
(727} 587-67' 13
Capies of Ihis Invilalion far 8id may be obiair�ed at Larr�o City Hall, Oflice of Mar�agement and 8ucfgel, 225
1s� Aven�a. S.W. CopE�s !o be mailed oc olhar questions concomirig �his B�d should be direcied to John
Parham, Assistant !o It�e City Managar, Oliice ot Mar�agem$nt and Budget al (727) 587-8727.
BY ORD�R O� Cli'Y COMMISSI�N
L.ARGd� �LAAIDA
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.lohr� B. Pafi�un, Jr,� Assistar�t fa the City Managor
Ofll�e of Management � 8t�dr�a1
Pleasa ind�Cate 8id number and
'Soaled eid" ori your respansa.
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, GITY OF LARGO, FI.DRlDA
� INO�x
INSii�UCi'lONS T4 BIDa�RS . �
1, Scape ............... ......................................... �
2. • De�ii�itfons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
3. Preparation ol 6ids . . . . . . . . . , . . . . , . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . : . . 1
4. ` Submissioiti and Receipt o1 Bids , . . . . , . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . 2
5. �AccepRanca af 01ter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
6. Clarilicalion and Addenda . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �
7. Ffsm Pri�es ..... ................................................. 3
B. Eslimated �uanlilies . . . ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . 3
9. F.O.B. L.argo, Florida . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .' . . . . . . . . . . . . . . . . . 3
10. Discounts ......... ............................... .............. 3
ti. Award ............................................�..: ........ � .
12. Brand Names ..� .................................................... 4
� 13. • Variatior�s o! Speci(ications . . . . . . . . : . . . . . . . . . . . . . . . . �. . . . . . . .'. . . . . . . . : . . . 4
_ 14. Material ❑uaiily . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
•15. Acceptance oi Materiat . . . . . . .�. . . . . . . . . . . . . .� . . . . . . . . . . . . . : . . . . . . . . . . . . 4
.' �ts. Tirr�ety Delivery. . . . . . . . . . . . . . . . . . . . �. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
17. ' Price Changes Re: Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
18, City Indemni�icaiion Re: PaSent � Copyright . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
19. ConFlici o� Interasl . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
20. Pub�ic Entily Cr�me . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . , . . . . . . . . . . . . 5
� 2�. Optio�s .... ......................................�.............. 5
22. Subcanlracling . : . . . . . . . . . . . . . . . . . . . . .'. , . . . . . . . . . . . . . . . . . . . . . . . , . 5
23. Taxes .................................'........... 6
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24. Faifure io Bid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S
25. Additianal lnformalion Requfred . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . fi
�6: Manutaclurer's CQrtif�caiion . . . ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .� B
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27. � C]efault a! Contract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B
�8. �odificati4n �or C#�anges ' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �8
29. Order or P►ecedence . . . . . . . . . . . . . . . . . . . . . . , . . . . . . : . . . . . . . . . . . . . . . . . , . 6
30. ' �xaminat�On oi Aecards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . 6
31. Occupatiortai Heallh and Saloly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
�a. sarety c�ause ....................................................... 7
33. Hc�td Harrnless . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
34. Oualitications of 8idd�rs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B
35. D�squal�iicatfon of Bldders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . 8
38. , Licenses and Permits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
�7. Verxlor Site lnspectbn and �val�atrorr . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
38. Requast tor [niarmaHon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . .p
SPECIAL COND�I�INS .. . . .. . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . .. . ... . . .. ... A-i1
' APP�NDICE� � � �
Bid Form(s} �
' Referer�ce InlormaSian �
Statecnent of No eid .
- tr�surance Requireme�ts �
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CkTY O� �AAG�, FtORiDA
iNSTRUC�'I�NS T� 8l�DEAS '
1, Sc00�3 �
Tho instructbns la biddBrs and g�neral conditio�s doscribAd hereSn app�y to transac�ians an matsrial,
supplies ar servic�s wiih an estimaSod aggregaie cast of � t0,000 or mora.
2. Qef:'�rr'itiar��s �as used heiein)
a. �ha larm 'liivitatian For Bici" itteans a salicitation Q( lorma! sealed bitJs. 17�e acronym 'I�'@"
means invilatior� For Bid.
b. The �erm 'bid' means the atler as a price by iha bidder.
c. The lerm 'bidder` mearts lhe ol(erer.
. � d. T�:e torrn 'Change Ordor" means a written ardar signed by the Assistant Cily Manager ar
� aulharized represenial'roe directing t�o vendor io make changes to a coniracl or �urchase arder
• resufling tram 1he lFB, � ,
a. '�he �erm "City" means the Cily vl La�go, Fbrida,
The Earm "City Carnmtssion" means ihe �oveming body of E�e Ci[y of l.arga.
3. Pre aration of 8ids
a. Bidders are expecRed ia sxamine lhe specifications, d�awings, arld all spacial ar�d generaf
conditions. No ��ea ol ignorance by th� bidder of cortdiiions tha� exist or that may herea{ter exist
as a resuli of {ailuie or amission an ti�e part of lhe bidder !o rr�ak� Ihe necassary examinalions
and i�zvestigations, o� iailu►e to luffilf in evary detai4 the requiremenls o! ihe contract documa�l,
will ba accepted as a basis Sor varying !ne requirements ot lha City ar the compensallon to th�
vendor. ..
t�. The apparent silenca o{ a�y supplemenJal spsciiicatians as Ro any details ar the omission fram
it ot a detailed descripSfon concerni�g any poi�t wilZ be regarded as meaning ihat anly the bssl
commerciai practices are to prevaif and that onty materials oi lirst guali�y and correcl 1ype, size
and design ar� ta be used. Ar1 workmar�ship is ta t�e {trst �uaiity. Ail �ntarpretatians of the
specif�cations sha�� hs mado �p�n ltie basis of this slaloment.
c. Bids s�atl ba submilted nn the Bid �orm tumished with lhe specilicatior�s, olher tarms may bB
rejected. Unless ott�erwise staled wit�in lhe specii�cations, r�spor�sca to dh� �F� �hould b•
submittcd in DUP� t�r bid �va[cra{k�t� purpose�,
d. Each b�dder shalE furnish the inlormatbn reqt�irad by lltio lFB. The bidde� shall sign ihe iF8 and
print or typa his name, address, and aetephar�e number on the iaca pag� and on each
cnnlinuation sheet tharsof or� which he makes an er�try.
o. � Un�i price far each uni! offered shall be shflwn, and such price shatl ir�clud� packing and shippk�g
unfass otharwise �ecifi8d. A tn�al shap be entered in Ihe "TotaC column far oach ilem aftered.
in case o� discrepancy betweon Ihe uni� price and exiended price, t#�e unit price witf be prosumed
corract.
I. l��e bidd�rs inust siate a de�inite tGne lor defivary o� supplies ar perlormance oi services.
g, Additianal or altamate bids, uniess speci{ic�liy req�tosied, wi�( not be accepted. V�itdors are
urge� �a hspec� lhair proci�! lir�es ar� select one item lhai wi� maet ar excaad the specNications
as given and submit anly onQ bki.
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��, T}�� Ui�ldar sltiould r�tain a copy oi all bid d�cumenls 1or lulure referonce.
I. A�I �i�s ttnusl be si�rtecl with�ia finn nam� artid by a�s af#�ccr or amplayne t�avirrg au�hotily !o bind
tha compar�y ar I�rrn by Mis/tter sigr�al�ra.
� 4. Submission and Rocai�t o1 Bids . •
a. Bids rttust be roceived at or tia�ore iha specifled lime ot o�enf�g as designala� in 1ha lFB.
' Bidcisrs are welcpme !o alter�d bid opo�ing; howaver, no award o4 bid will ba made at tt�is time,
A bid tabulation will be fumistted, upon request.
b. Hids shall be submitled ir� a sealed, envabpe. The envelope s�a�l s�ow the haur arrd date
specified tor receipt of bEds, fhe bid r�Umt�er, and 1t�e name and adciress oi lh� bidder.
c. Th� City o1 i.ar�o is nat respor�s�ble tor �he U.S. Mail or privale cou�iers in regards to mait being
' � delivered by tha speci�ied Rime so 1ha� a bid can bo considerad. l.ats #ids wiff be rej�ct�d.
d. Tetegrap� bids wi�! not bs corrsidered; however, 5ids may be modilied by tntagraphic nolice.
provided s�ch nalices are received pr'�ar to the haur and date s�ecitied on Ihe bki. �ids
submiStad by tete�f�ono or �AX will nol be accepled.
a. Sai��plss ot �lerr�s, w�en requirad, must ba s�bmi�ted �vithin the klma spncilied at no expense ta
� tlie Cily. II nol dastrayed by lesting, vendor(s) wiA be notified to remova samples, at lheir
expeiise, williui thirty �34) days a�ter noliiication. Fa��re to re�nove the samples wiEl resutt in Ihe
samptas becomirtig the pcnperly ot lltie City.
�. �ailura Iv iollow ll�ese procaduras is cause for reJeclion ot bid.
g. �ids having any erasures or correclians must be in�tiaied by ihe bidder ir� infc. Bitls shai� be
signed ws ink. A{� bid amounts shail be typewritters or I+lied i� uvi�� ink,
h. ilie City rosarvas 1ha �ight to raject ariy or an biris received, ta waive ar�y irregulariRies in the bids
received, a� lo accept ihe �id which best serves lha ir�lerest of IhB City o1 Larso.
5. Acce tance o� ��tar
Tl�e sign�d bid sl�all be consi�ered an of�or �r� Ihe part of 1he bidder, such ailer shall bo deem�d
accepled upon issuan�� by Ine Cily ot a Purchase Order, BG�n4cet Purchase Orda�, or �ther con[ractual
document.
6. Claril�calian and AcSdenda
Any �nquiries, suggestions, or reques�s cancerning interprstatfnn, c3ari�ication, or �cfditsor�a� intorm�t#c�rt
pertai�tng 10 !he 8�1 shaA be mada through !he C�y oi l.argo 011ico ol Mar�agement ancf 8udgel. The
City shali not bo responsil�le tor, oral interprela�iot�s gn+er� by any Ciiy empl4yee, repcesentative, ot
otliers. Tl�e issuance of a wrilten adda�dum is �he onty otiicial mothod whereby inlerpretatbn,
claridication. a�tid aclditionaf Informatlo� can be given. li any addenda are issueci !o [hIs Bid. tho C�y
will attempt to nolity a�I prospective Biddars who havQ secured same; #iowever, it si�a1� be ihe
responsibilily ol sac� Bidder� prior to submitting the pid, Eo contac! !he Cily of l.argo Oltice ai
Managament and 8udge! al {727} 587-&727� lo determina i� addanda were issued ar�d la mafce such
add�nda a pa� af the 1r�v�taR�on Eo Bid. �
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llia bicldar warrants Itiat pricas, lorms and conditians quoled in ttis bid will ba �irm lor acceplance 1oi
a p�riod o1 nul less ltran nhaty (J01 days from lhe bi� oper�ing dale unloss alliQrwise specifi�d ir� tha
iFB, Such prices will remain lirm lo� lhd poriod ol per�o�mance of resuning �urchase orde�s or
canlracis wi�icf� are to �o per�arrned ovor a�ariod o! tim�-
8. EstimaRed Quan ilies
Whenevar a bid requosls pricos la be firm (or the period ot periormance, the quantities or usages
shown ate esiiri�alad only w�lh no guarantea made by the Cdy 1�at lhese quanlities shall be �urchased.
'Th4 quankities showri aro ior lhe bidders' ntormalian only, and ihe Cily shall be baund only (or actual
quantities ordered.
9: F.O.B. Lar o Fbrida
Ur�les� olf�erwise specilied in t�e 1FB. ail p�fcas quotad by the biddar must bs F.O.B. �argo, Florida
• wiih ail dalivery cnsls and charges included in the bid price. �aiiure to do sa may cause tejeci�on al
. � b�d.
' �� Discot�nts
' Cash discounfs a1 iwo parcent (2%) wili be consideraci ir� determining ihe award. Unless otherwise
spaciiied, d�scouRls at(eruig 10 days or more will be taken by the City's Finance Deparlmant, Wiih
- payment baing madQ ort �he nearest f�tn ar 2Sth �! !h� month subse�uant to recefAt, inspection and
� acceptance ot arSicles, and re�caipl a1 correct i�vaice{s).
11. Award
ilte conlracl ar purchase arder shall be awarded by apprapriale writtan r�oiice to R�a bidder whosa bid
maels the requiremenis and crileria sst fo�i� i� the IF8 and as fonows:
a. '�'he abifity. capaci4y and skiff, a( hidder to parform the contract or pravida ths service required;
b. Whelt�ar tha bidder can periorm !�e conkract or provide the service pramptly, or wilhin tha lime
• specilied, wikhout delay cr intarierence;
c. The character, iistegriiy, reputalion, judgmeni, expsrionce snd eiliclency oi the biddsr;
d, 7tio qualily ol perlormance ot pre�ious conlracRs or services;
e. 7he previous and exisling comp�iance by the bidder wiltti �aws and ord�ances r�lating to the
ca�traci or services;
f. 7he sultic�ency ot the flnancia! reso�rces and ability af lhe bidder ta parform the cor�tract or
. provlde th� service;
g: ��a qualify, availability and adapiabiifly oI the supAlies or canlra�tua! services to !he parlicular
t�se requlretl;
h. The ability o! If�e biddor lo p�ovid� tutura maintenance and service;
I. Tiie number and scope, o� cand�lions altachfld ta the bid,
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iltie Crly rosorvos Ihe rr�hl Io accept or rojack any or alI bids or pari af bids, lo waiva irr�gularities
ar�ci t4chr�icai'rfcos, �nd lo requa�l ro•bids or� Ih� material doscribed in Iha 1FB.
k. 'iD1a Cily �Iso resarv�s iho rigl►l �o award Iha contracR on such matorial as 1�to City dooms will
�9S1 SONa it5 IlltQra5i5.
Tltie Cily raserves lhe rig��I to award Ihe torttracl an a spirt•ardar basis. (ump-sum ot
indivicival•iiom basis� �r such combinatlon as shali best sarvo tt�e inSeresi of the City un�ass
alherwisa sp�citiad.
m. The City reservos lhe ri�tzt la terminate the cor�lract wilh thirly (30) days writlan not�ce ot in�ent.
12. Brand Narnes
N ar�d wherovar n iho s�ecilications ol brand names, maice, name af any manuiaclurer, lrade name,
or v�ndor cata{ag numbar is specd�ed, it is [ar lhe purpasa at esla�Gshing a g�ada ar quality o[ materiai
aniy. When ��ie City does not wrsh to r��e aut aZ�er competitors� brands or makes, ihe phrase OR
�C�UAL is addeci. However, � a producl akher lha� the specified is hki, it is the bidder's rasponsrbility
ta identify such praduct in his bid and he musl prove la the City ih�R said product is equsl la or beSler
ti�an �iftie prociuct specified. Unless othsrwise spac�lied, evidenc� in lne lorm af sample5 may be
requastad i� tha brand being bid is ot�er tharr specil+ed by �he Cily. Such samples ara !o be lumished
alter the date ot bid openi�g only upon request ol the Ciiy. li samp�es should be requ�sted, such
samplas must be recerved by !he City no later tha� iour days a[t�r [ormal request �s macfe.
13. Varfalions at S eciiications
For purpnses ai bki evalualion. the bidder must ind�cale any variancas Irom our speci(icatans andlor
conditions, no malter how slivhl. Any deviatian lrom spec�4ications m�st be exp�ained in compleSe
detad. including any drawings, enginearirtg explanalions and etiect upo� the costs. tf var�ations are
nof slaRed in Ehe bid, ii will be assumed ihat 1he product a� service fu?fy complias wiih the Ci�y's
spoci�icalions, ,
�4, MaterialOualikv
All malerial� used in !he manutacture or canstruciion ol suppiies, materials or equiprnent purchassd
And delivdred against this conlracl win �e ai lirsl quality and not damaged andJar IacRory soconds, Any
materials damagad or not �n first qualily candition upon receipl wiil be exchanged wiihin twenty•[our
{24) hours al no cha�rge Ro I�e City. . ,
15. Acceptai�ce o} Maleri�el
Tt�a malarial deliv�red under It�is bkf shafl remain tt�e praperly ol tha sellar unti� $ physica! i�tspactian
and a�tua) usags af itzis matariai andlar ssrvice is mada, ar�d therealtor is accepled to lhe satisiaction
a1 �he Cily. !! must cArr�pty wilh ��a terms hersi�. ar�d bs lully in accord with spaciJicali�r� and ot !he
l�ighest q�al�ly. In t#�e evant the ma�Rria1 andlar sorvices suppli�d b the C{iy is la�r�d ta bs deteciive
or daes not r,c�nlorm to spacif�calan, the C�ty resdrves th� right to cancel the order upon wr�ten nolice
lo the bidder and retum produc� tn bkidor at lha bkldar's expens�, The C�ty reserves the right to
roqu�st Eh�t the offeror(sj provide a demons�ratfor� unit anc�/or present�tion pr�or R� award.
SB. imel De�' e
Time wi�l be at ihe esse�ce (or any ord4rs p(ac�d as a rQSU�t of this bicf, The City resen►es It�e right
to cancal such orders, ar any part ih�roal, witnaut a�ligatbn, if deiivery �S �ot made wilhin lhe lime(s)
speciffod on the bid form.
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� 7, Prl��o Chan�es_ An Coititracls
li Ihis IF6 is for an estirnatod quaiility ol suppfius, alc., varsus purchase ol a specific quantity a!
articlas or sarvice, considoralian in awardirag bid lor yoa►ly cor}tracls will bo given:
Firs� fn bidder oltering lirrn pr�ces lor full canlrac! p4rbd; and,
Second 1a bidder oif4ring tirm prices sub�ecl to marfc�R pr�ce rQducS�ar�.
38. . CiS 4ndesnniiicalian RE: Pa1en � Co ri hl
ihe V�ndor, ai acceplirtig Rhis order, agrees to indemnily 1he CAy and hold ii harm2oss frorr� and against
all claims. Iiabilily, foss, damage or expense, i�cluding caunsel �ees, arising lram or by reasan oi any
aclu�i or clairned Irademark, palant or capyrlghl in�rinc�8men� or Gligatior� b�sed lhoreon, wilh respect
to lho goocis or any pari thoreaf covered by ihis order, and s�ch obligalion shai! surviv� accapiancs
al Iha goods and payment lheretor by tho Cily.
19. CanfHcl oi Interest
i71a bidder, by accep�ance ol I�is order, certifies that 1a tha best of hi� knowledge or 6elief, no
efeclod/appoir�ted ollicial or empbyae of tha Cily ol targo is financiaEly intoresled, diractEy oc indirect�y,
irs �f�e purchase of the gaods or sorvicos speciiiod on this order.
20. Pu61ic En�ily C�ime
A person or aNi�iata who has t�ea� placed an 1ne convicted vendor �sl (allowing a con�iclion !ar public
�nlity crime may noi submit a bid on a contraci la provide any goods ar services 10 a public enlily, may
noR submit a bid on a cnntrac! wittt a public enlity tor t?�e construction or repair of a public building or
pt��l�c rdrQrk, may nal submit bicis a� leasas ot caal proparty to a p�til'sc entity, rnay not be awar�ed ar
pari4rm woric as a contractor, suppiier, subcor►traclor, or consultant under a conlracl wilh ar�y public
entily, and may nat lransact business wfth ariy pubiic onlily n excess af the threshold amounl pravidad
i� Seclioi3 2B7.U17, for CAT'�GORY 'NYO ior a perfod o� 36 monlhs Irom tha date ot being placed on
�he canvicted �endas �tst. � �
21. ��tfons
Whan t�e Ciiy requasts bids wilh optilons r8garding ihe extant a1 sarvica� lo be ptovided, the C'tty
requ�sts �Iwt aq bidders provida a cost breafcdown iar �ach optbn propased. Afll�nugh al� opt�ons may
ba purcitiased, some may not. The Cily resenres the righl ta dacide, ai its discrelian, which optf�ns
, , shall be purchased.
Award will be mad� group by group or in lhe aggregate, whichever is in ihe bos� interesR of Ihe City
of l.ar�. D�rfng I�e evaluat�on, vendors may bo required to furnish price sho�ts lheir quoSos are
� based an. The Cily alsa reserves the right to,ertgage more �hart one lirm, i[ � is tiel€sved 1ha1 dillere�t
� lirms mighi besl serve Iha Ci�y's in�erests in pe�iorming dilfaront 6egments ot a pariicufar job.
22. Subcanlraclinq
Whare proposars do not h�ve th� "in-housQ' capabiiity to perinrm wark dflsired, or to pravide a procluct
as spacilied, En tha Bid, subconlracsfng may ba parmitted with prior knawledse and approval of tha
Cisy. The City musi ba assured and agree Ihal any proposad subcontraclor{sj can pariorm the wark
a� ��avide Il�e praduct a1 the dasired quall�y and In a tEm�ly mann4r, Thorola�e, the narna at any
inten�ed subcor�lractor(s) sltiould be id�nliflod in the 6id. �
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23, Taxes �
. 'ihe Gity ol L.argo is exsmpl from b�,al, slafe, ledoraf or frans�orlalion taxns, except oxcisa lax on
. lubr�:anls �td b�itaries in accardance wi�h C#iapler 88•393, �aws ot Fbrida, alfeclive �cSober 1, 1988.
�xemption ceriiticalss wil� be provided upar� request.
2q. �'ailure io 8id
if any ve��ior dc3QS not w+sh to bid, t�o Statement af No Bid m�st b� relt�rrisc�. o�n8�wr�e, Iho vendor's
� nama will be ►amaved trom tna City's mailing lisi allor Ihrae 'No Bids".
� 25, Addilit�nai In(ormalion
The apparerti 1ow bfddar may be required fo submii io I�a Ciiy within iwenly-iaur (2A) hours oi b�d
opening the b�lowing documents: �
� (a) Mos1 recent iEnancia) slale�rtients al Ihe company;
(bj A list of equipment awned;
(G) A list o� rete�ences whfch may be immodfalely conlacied.
26. Manufacturers Cerliiicatlon
, • The City reserve� the righl to requost Irnm biddors a separale manulacturer cer3ilicatian ol all
� � statemanls made in tt�e bid, FaBura !o p�avide such ceriif�calian may result �in rejeclion af bid or
� dela�� termination oi canl�acl iar which the bic{dex tnust bear �uli Habilily.
7 .
• 27, �alault a1 Contract •
� Ici case a1 dalaull by ihe bidder or caia�raclor� the City may procure th� items or services irom ather
sour�es and �old 1ha brdder ar cantractor resp���ible tor ar�y excess casts accasianecf on c�urrsd
. Rhe�oby.
S
28. Modilicatian fnr C#�anqes
No agreemei�t ar uitderslandhg to modity this IFB and resultant purchase orders ar canlracl s�tall be
binding upon t1�e Cily ur�t�ss rnade in wriling by th� Assislan� City Manager or auihorized
repres�nRaiiva o! lhe City ol I.argo. ,
29. 4rder o PvacecfQnca
Irr lhe evenl af an inconsisten�y bnlwaon provisians af the IFB. the incanslstency shall be resaNed by
yiving precedenca in iha toffowing order:
(a} 7't�e scheduie;
(b) Special �rov�sions;
�cj Instructlan6lo 6idders and Genoral Instr�clbns;
(d} Other provisions af tY�e cc�ntract, whother incoFparated by reie�enca ar olhsrwiss; and
(e} The specif�Catbns,
30, �xaminalior� af Reaards
llfe biddvr sha� keep adequate racords ar�d supporing documentation applicablo to lho subject matter
at 1)yls bid lo hclude, bu� not be Ikniled Io, records of costs. �ime warkecf, working papers and/a�
accumu�atfons ot dala, a�t�ria or slandards by whict� tindings Qr data are measurod� and dalesl�imes
B
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o! pick•up �r dulivary. Said records a��d documenlation s?►al4 ba ralaine�d by ilio biddor �or a minimum
c�! ona f�) yaar Irom ttia dale th� b�d as campl�isd and accepind by 1h�4 Cily if any 1EIigalion, claim,
or audd is slarled belore Iho expiralwn ot tha ono (1) yoar per�od, !hQ rocords shafE bo retained unlil
alE liligation, cia'ims, or audi! findings. nvo�vir�g Sho records havo baen resolvod. Should any questbn�
arise cnnceming �his bic! lf�e CAy arxi rls aulhoriz� agents s�a1E have 1he rlght to rovfow, inspect, and
capy aq s�ch records and docume�talion during tho racord retention periad stal�d abave; providad,
f�owever, suci� activily shall be conducted only durir�g normal bus(nass haurs and shall ba a! Cily
expense. �idders sl�aJl be aulhorized lo relain microfilm copios in lieu ol origi�al records, ii Ihoy so
dasire. �
Any subconlraclor(s) nmployed by a bidder who i� subjacl io zhese raquiremonts shail bs Sub�oct to
Ihese sequir�menSs a�d the bidder is raqufrad to sp notiiy any such subcanlractnr(s).
3i. OccU alional Hgalti� and 5afe!
in compE'��ce wilt� C�apter 4A2, F�orida 5talutes, any item delivered to tha C�ly r�suliing from li�is b�i .
musi be accompartiied by a Mate.ria4 SaReSy Data Shae1 (MSDS}. 'C'he MSDS musi be maintaine� by
!ha usor agency and must incl�rde Il�e following informalion:
aj The chemical name and the common name o� tho toxic substance.
b) T1ia tiazarcis or oth�r risks K� !he use o1 the toxic substancp, including:
{� j T?te polen�ial for (ire, exploslon, corrosior►, and reactivily;
,(2) � iha knawn acule and c4ironic hea�lh eflecls ol risks from exposura, including Ihe medical
condilions whic�t aro generall}r recognized as being aggravated by exposure lo the toxic
substance; and � .
(�) The pr+mary rautes of enlry and symptoms of overexposura.
c) 'il�a propar precautions, hand�+ng pr�cticas, r�ocessary person�l protective equipment, ar�d other
saletp �racautions in lha use o4 or exposure Ro the toxic substances, irzcluding appropria�e
�emergency treatmant in case o� over-exposure.
d) The emergency procadure tor spills, tire, disposal, and �irst aid.
e) A dsscrfptior� in lay ierms �01 Eha known spe��lic potsntial haalth rislcs posed by the Ir�xic
substance intended to alart any persan reading lhis informalian.
f) Th� year arid month, if available, Ihat the fnfomnattan was campiled and the namp, address, and
emergancy lalepttone nvmbar of tho manufacturor responsible Ior pr4parfng the iritormaRion.
Any quastfar�� regarding tltiesa raquirements should be directed lo: Risk end Safety Manager,
(727� 587-677�.
32. Sa1�� Clause
Any ar�d ali work ariginated �rom �his bid musS camply with all applicable safety laws t�as�d a� any
Cily, Coun�y, Slata and/or Federal regulalfans.
33, Hofd Harmtess
The Ci1y shall bo held harmZoss against alE dalrns far badily �njury, sickness, disoasa, death or
persona� i��ury a� damage to properly as Soss ol us� rasuiting theteitom a�is�ng aut a1 perlormance ot
�he �greemvnt or can�racl, unless such claims �re a resuN ol li�e City's awn neglige�ce.
The City sf�all �Iso be held harmless agai�s! al1 clafms lor f ir�an�iai bss with respecl ta !he provisian
al or faiture ta piavkie pratessbna� or oihor snrvlces resuning in prolessional, ma�practice, ar omissions
�abilily arlsfng aul ol por[ormar�ce of tha agraament/conlracl, un�ess sucl� c�aims are a resuft of tho
City's awn r�e�llgence.
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, � • 34. Oualificat�on ot E3idders � �
;'� � A bicSder rnay be requEred, belar� Ihe award ol any conlract, to shaw fo tha complate salisfaclian ol ' '
� ' the City thal he has'Iha necessary fac�lilies, eq�ipmani, abilily and financial �eso�rces to porlorm Ihe
.�� � work #n a satislactory man�er wilhin Ihe time, specilie�. ,
- 35. Dis ualilicalion ai Bicidars �
•�� • ` Any or all pro�osals wlp ba rajaclad if Ihere is any reasan tor believing thal collusion exists among the
biddors, and par��cipants h auch co�lusion will not b� tonsidared irf future proposais fot the sama work.
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� 36. L�censes and P'ermits � '
�� The Contraclar shall secure all ficenses and perm€Is and shaif comply wit� aIE applicabie laws, �
, � regu#alians and cod�s as required by Ihe Staie af Florida, or by ihe City o( largo. The Contractar� �
�� must lully compiy wiU� al) Fe�eraf and Slate taws and Counly and Municipal Ordinances and
� Rogulalians in any�mannor alfect�n� the per�ormanca ol lhe work. �
�.' � 37. Vendor Site Ins�ec�ian��,and Evaluafian � �
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�� , � :�, The�City reservss !he tighl to irtspect Iho vandor's site priar ifl aw�rd o� at any roasor�able lime '
`'� ' � ' � . � tliroughout the contract period. � � ° !
, � . , � 38. R�guest (or i�ti(ormation - ,
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,�, ,� � � Infarmation may ba obta�od from Ihe Oltice af Managemer�l and Budget, (727) 587-6727, or Irom !he '�
:� ,; � indiviclual listed �n ttio �FS cover felRer.
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GIiY �F k.ARGO� FLORIDA
Sf��C1Al. COHD{��ONS
FOR
MaNHOl� R�H��1LIrnY�oN
BID � 00-8•66d
scope of work
17tiis specilicaiion covers Ih4 materials and melhod o1 applicatior� tor 1�e rehabililalion of manholss of
varwus sizes tlsrougl� Ihe use oE work, mata�ials, and oquiprrzent required ta oblain a sfructuraf li�er,
eliminalir�g in}iflration, providing corrosion prateclian, r�pair ot vads, and to resiore slruclural inlbgrity
ai the substrale as a result oi 1he linar instailalion.
Th� worlc ss to be perlormed by a�nuat bid and cor�lract, with ar� astimated min�mum footage o! ane
ihausancf (1000} verti�al leel ot manhole tp be r�habifilal�d during tl�e life n� the �lar�kat P�►chase
Ordor (BI'Oj. �fl�e eslirnalecf foolaga ol 100Q vorfical iaet may be diffare�t d+ameters, wilh lour (a) feeR
baing U�a ar�ost commot�, ilie bcalas to be rehabililated will ba as d�rected by khe City ai l.argo
designated represanlaiivo. .
T��e Contractor shaq (umish.ail labor. maleriafs, ar�d specaal equipment �equirecJ to accomplish !he worlc
icti accorda�ce with these specit�caiions. The inslatlalion shal! a4Sac� !hs compSole in9arior reiining ol
the exi5ting manhofe and shall resul� irti a smoolh, i�ard, slrong and c�emical�y iryerl interior tinish, and
shail fallow 1he contaurs ai lhe ex�sling manhal�.
2. G��eral
Rehabi�ilalion of existing manholes consist ot elimtnaling inliitraiion, regrautu�g inlflt and a��lot pippa�
reconstrucling inverts. buildi�g or renovating benct}es, and iristalling the liner syslem. The liner shail
be applied 10 llie manfi�ofe lrom the caver suppart ring to, and including, th� benches and invarts. Th�
system musl provida a non-prorated, five (5) year guarantae to eliminate i�tif�ralian, pral�ibit root
tnlruslon, �rotact the exisifng structure 1rom further deterioration, �nd provide a surf�ce caating
resi.Ranl to sewer gases and chemicals. Mulliple tochnologies may maet tt�e requirements nl this
Spocilica�lon, and bidders should raviaw seclian 5.0 for additional informatior� roquirer�ents.
No dig �ehabflilation is tequired. The City oi Larga wiil pravide for sewage ilow control d�,ring tha
criticaE hours ol installatto�, N nacessary. N1ght installations may be requirad in some manhobs due
to sawage a�d/or �ratfic fiow canditions. Coordlnation of li�o tfow canlrol and rehabililaliort is ihe
responsbility ol the Conlraclor.
3, I.�ner Per�ormance Rsqulremanls
a, ,�.iner shall be of the lyps 1�a1 allows rehabililatlori of concontric, occontric, or ffattap manholes
wiltsout removing the mar�hale rNg or the corbel oi Ihs mannola.
b. Lkis� shall be instailed in mas! manhotes wiihout �equiring bypa�s pumping or interruptir�g
sewage Ibw. excop� !ar plugging nlet iaterals localed above thn be�cl�es. Surchargs� manha�es
may rec}uir� Gning durv�q non•peak tbw peri�ds. 'i?�a C�y wi11 control fne sowage fEow during 1he
crilical haurs a[ it�a ir�sta!latiar� process, but wlli bypass pump oRly as a �as! resort.
c. 'Il�o iiriing �t manhotos ShaG resu� h a mos�oC�hic stsuclure boncted �o l�e coritauss os ths exislissg
man�ole. Tho liner sha1� be hstatlod with permanen� bonds lo !he Inlerior manhola subslructure
�nd be campletflly watarl{ghl.,
fiomeAa�po+aiiU+WdsNtY04bGLOmu�t�o1�_tsn�o �
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4. Sal01y
a. Submil So the Cily curront maruilaclurer`5 �FOdUC� dala Sf16flk5, as wa1! as malor�al saloly data
sheels (MSDS) ior reviow prbr �a sSar! of woric. Coritraclor fs rflquirod lo hava ihase dacumanls
availabl� �o the amplayeQS al thn (ob site. �
�. Cantiaclor will use empbyees thai are properly lrained and who are awara at possiblo wark,
materia�s, at�d pb•sile related hazards. �
c. Con�ractor wil� report �o Ihs owner any condi�ion wh+ch may pose a thr8al tv !ho heallh and
waEfara ol a���pbyaes ol 1ltie Cdy, conlraclor, or tha gQr�er�! pubfic.
d. Corttraclor sMalE mavifaira s�ricl cc�mpliance o� jab si#� ru�4s, regulalions, and salaty precautions.
d' Contractor s1�a11 keep ihe wor4sir�g area clean, sale, aApropriatefy barricadod, and property (ighted.
i. � Conlraclor wil! ensura waste malerial is properly dispased ot in accordance wi�h �pplicable
regulatinns arid sately precautions.
g. The almosphere of lho mar�h�l�s may cor�lain levets ot H2S o� oihst sewer gases, whicti�may
be ioxic or ha�artlous lo �tta �eallh ol !�o warke�s. The coniractar shall tako such precaulions
as testing ot the atmasphase, psavkiis�g seK-cor�lai�ed braathtng tSe�ices, prolective cialhing. and
a�l else r�ecessary lo ensure sale woricing conditions �in or around any mar�holas.
h. 73ie �aritractor must submit an approved health and safely {H8S) plan whach complies wilh Slale
and Faderal roquiremanls, and s�bm�t requirad �SHA cnnif�ations Ior applicable personn�l.
� S. L.i�er Ins�alleis �ualilicai�ns and Specia! Canditfons
a, Five �5) years experience in waslewater manl�ofe rehabElilalior� induslry.
b. �i�e (Sj y�ars experienco using t�e qner system being provided.
c. Coniracsor lo parfarm a minimum nl seventyfiva (75) percent at !he worlc.
d. Refarences to a r�ir�imum of live(5) similar municipal �ehabilitatfon inslailatfon projecls using ihe
procsss as propased h�rein. Raference lis! shall includo tho names o! cilies andlar e�gfneer�ng
, tirms under w�ic� ihe work� was accomplished, contact persons, and lhair telept�one n�mbers,
a. Biddars sliafl provide technical documentatEon in sUpport of a. Ihrough d, abovo, a{ong wilh any
manuiaclurer's ktlormation relaled Io Ihe firser systern technology and inslallalion procedures
being praposed.
1.. T#te sefection of a linar syslQm a�d associated coniractar wi�l be based on an evaluation o!
lecltr�uiogies presdr�ted wit�t 1l�e bids, the assncfaled casls for each technology, and ihe
addiliana� inbrmation as specified irt this Secfian.
6. Pre•inspection
Prior ta beginnw�g work, each mant�o�e shali ba visualRy inspacted and areas ot hazardous st�uclural
damage w�ll ba docutnenled. A copy Q( lhe lnspeclion repQrt wll! be provided lo the C�1y w�th
recomniendatiar�s for work !o be pnAormed. The C�l� will evaluale �he reporl, and either approve or
modily th� scope ol work accordirigly.
7. Cleas�ing and Su�tace preparation
Minfmum reauiremenls �or inler(or manl�ole surlace preparat(on wi;i include pressure cleani�g tha
� i�tlarior sur�acs wil� � mhimum o! two thousand fiv� h�ndred (25aD) psl hydro•jet sprayer. Additfonal
�. cteani�g a��d �urtace p;eparatiosf, includ�ng 1l�a a�ppcalion ot �aak supprassanls, adhesives, eTc,� sha11
be in accordanca wilh tho Cir�er syslem manulaclurer's rpcommendalians. ihe stoppfng ot �he aclive
hydrostatic �nfiltrattan shal� be accamplishad either by the Ifner system or by rnaterfats des(gned�
mar�ufaclured, and intended �or this pur�ose. All cloAnfng a�d suriacp prop�ration matarials shall be
sSored, handfed, and use� in accerclancv with ths m�nutaclurflr`s recomm�rtdatians.
n�a�e,urps,ro,,,r,ro�awi.uoaoaeanwu�a.,�en.n ) 0
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', � 8. inver� Aac:aizs�ruclion � -
'� � '. Ramave,alE bose groui and rubble harn tltie exisiing channet. Rebuild channel, �t required, by
� . -�, � res?�ap��g at�d repairing slope ol•shelves or.benthes. Work s�all include alignfng inflow a�td outllow �.
`� . �� ' ports in such a manner as to prevenl 4lae c�opositbn of solids at the Iransition poinL lnverls shall iaibw
�' '• - #he grade oi lhe inlet pipe, l,alarals shall hav� a cansisten! curve a1 as larga a radius as the ma�hale
,�:�' ,: ' bench and invert wil! psrmi� and shaped to allori easy antrance of mafr�tenance aquipmer�t �including ,
, . . , � bucket�, ladders, N camera, �lc. `
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,.,; �� � � • Pr'sc�g s4�at1 ba a� accordance wilh �id �'arm. Lum� surn �tems shall be irticlusive iar al� size mannoles. �,
'����' � ,� Meas�rerna�t far rehabililalions wiil be eac� lool o� part�lhereol, roundad io Ilze nearost ana-tenth.ol�:'
�� �� � � one foot, from Ilae bnttom �oi tha manhole covar supparl ring down la the bollom o( 1t�e �,��rt. , �"'��
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. � �' ' . t�. Term � � .
�. '.� . � .� The �erm of �his contracl will expire ir� Sept�mber 2QD1. . �
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Cleaz�vater City Commission
Agenda Coves• Mc�z�orandu�l�
i
Worksessian Itam #: � �
Fina1 A�onda ItQm # - � � �
Macsling pate; 08108lD2
SUBJECTI�ECOMMENDATION: Ratify and cvnfirm the City Manager's decision to a�prove a
contract io Harvey-Taddeo, lnc. of 4ldsmar, �lorida for the sum o� a$55,500,00 as an emergency
situation fior #he Ciearwater East/WPSt Recreation Trail Bridge installa#ion (00-0064a-PR);
�,,„.,,and.that the appropriate of(iclals bQ aulhorizQd to execute same, _ r
SUIV�MARY:
• The originai cantract tor this project was awarded to AII American Concrete, Inc. o� Largo, Florida
by the City Commission on June 6, 2002,
o The City has chosen to terminate the contract with �1i1 American Concrete,.lnc. as stated in #he
City Canstr�ction Specifications General Conditions, Article 15. Suspension of work and
..Termi�ation; Paragraph � 5.2 Owner may Terminate —"Upon the occurrenc� of any one or more
� of the �ollowing eve�ts; if Contractor persis#entky fails to perform the work in accordance wi#h the
Contract Documents (incl�di�g, but not limit�d to, fai�ure to supply sufficien# skilled workers ox
suitabie materials or equipm�nt or failure to adhsre to the progress schedule as adjusted frorn
. time to time}".
• The Contractor failed to start project on Notice to Ptoceed date of June 24, �002, as well as their
self impas�d start date of July 8, 2002. In addition, their intention of doing #he work differed ftam
the way it was spelled out in contract.
• Term€nation of this contract has d��med it necessary to immediately repiace this cantractor in
order to proceed wfth the project without causing €urther delay, whic� would increase the cost to
� the CEty for t�e project and jeo�ardize future Parks & Recreation Grants.
Re��ewed tsy:
�egal �
Budget ' �
�
Purct�asing �t
Risk Mgmt ��A
Submlited by: �
Cfty Manapor '
� Printed an �eaycfed papar
Rev. 2198
Info Srvc N!a
Publfc
Works .
DCM/ACM
Other IA
;�
Originating �opt: -1,��F' I Costs;
pWlAdmin. (�. Johnson) �a{a�
lfsor Dnpt.:
parks 8� Recreatl
Attachments
� None
$55,50Q.U0
FuRding
5ourcn:
Currenf FY $55,500.00 CI
OP
Other
Apprapriatlan Cado;
315-93212-563500•572-000
Brldpe tnstalfotion - Ratify d� Cnnflrm
X
m
�-
� Si� �.,
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� ��
y 4
.,�� "'Yl
Clearwater City Camm�ssinn
Agenda Cnver Ni�murandum
Wi)rkSCSSI(111 IIi?ill N;� �
C�rral Agerocl�7 ltcrit �
Mr.eting D��te; $ f 8 /02
SUB�ECTIRECOMMENDATiON: '
Approve naming the new North Gr�enwood Branch Library Children's Area for Jeanette S. Baco��, the
Circ�l�tion Area for E�e Clearwater Commur�ity Woman'� Club, and the AFricar� Americar� CoJlectia� for
Christine Wi�fall Mlorris. .
� and tl�at the appropriate ofiicials be authnrized lo exec�itr s�me.
SUMMARY: �
City po�icy reqt�ires that th� naming o{ 5�aces withir� Cfty libraries be ap�roved by t�e City Comrrrissron.
The Clearwater Library Foundation has conc�ucted a capitaE campaigr7 for t}ie Nort� Greenwood Branch
��brary. Funds contin�aed to be raised thro�gh s�aecial naming op�artuniries and a liuy-a-bri�k campai�n.
The �oundation has aiready transferred $3�,40p to the City to be used toward construction af the �acility.
Remaining funds raised will b� usec� to enhance spaces and coll�ction� in the new library.
The following are recammendations fvr space names:
• The Jeanette 5. Bacon Children's Area (Tony & Linda Bacon, donors?
• The Clearwater Community Woman's Club Circulatio� Area {Clearwater Community Woman's
Club, donors) .
The fallowin� is a recommendatian for naming a speciaf collection:
• The Christine Wigfall Morris African American Collection (recommendatian of Library Advisory
Board, Friends of the Clearwater l.ibrary, and the Clearwater �ibrary Foundation) �
Christine Wigfall Morris was the liurariar� at the North Greenwaoci Brancti Library for many ye�rs.
The'African American Coliectior� was initiateci and cuftivated E�y Mrs. Morris.
Additional space naming recommendations may i�e forthcaming as �xisting pledges are fulf�lled and n�w
donation5 are made. �
Reviowed by: �
� Legal ��-.
su�pet x
Purchasin X
fl
Risk Mgmt . X
�inance �
Stt�tmitted by: .*.� ,
City Manager �",5,�
printeci an reeycEeci paprr
� . � .
lnfo 5rvC
Publit Work
QCrvI/RCM
Other
�d
%
.
�rlginating Dep�
t,ibrarylJahn 5zabo
User Dept.
Library
Attachmenta
N. Greenwood �i.br�ry
❑ � nor �rl�r�
Ci�sts
7atal
Fundir�� Suurce:
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Clcarw�ter Cit�' CQIiIIIlISS1011
Agenda Cover M�morandum
Wnrksession I�am #; P �
Firtal A�enda Itom # !/ ��
Meeting Date: 081081�2
SUBJECTIRECOMIV'fENDATION: Award a contrack to Lunz Prebor Fowfer Architects at Lakeland, Florida
in the amount of �$192,3�3 far the design and pe�m'ttting of the Ross Norton Park Recreation and
Aquatics Center, �
� and thak the a ropriafQ afficfals 6e authorized lo execute sema.
SUMMARY:
� Included in the 20Q1/02 Gapital Emprovement Budget is a project for $5U0,000 to begin the design and
p�rmitting for the cons#ruction of a new recreation an� rettofitted aquatics center in the South
Greenwoad Community. The cent�r wil! be focated or� property cutrently owned by the city known as
Ross Norton Park. Th� total estimated cost of this project is $2.7 mill�on ir�cluding FF&E costs,
alihough the c�rrent b�dg�# far i�is projec# is oniy $2.5 miltior�. A fund�ng source for the FF&E costs
�stirrtiated at $2�0,0�0 s#i!I needs to be determined, and will most (ikely be f�nded ffom the funds .
� previously set aside to build the Gien Oaks golf facility,
• Th� f�ndinc� so�rce for this project is Penny for Pinellas. fVumerous communEty meetings were held to
deveIop the Penny's priority iist and there is a strong citizen support #o p�aceed with this project.
� A community meeting was held at th� Norton r�cr�ati�n c�nter to g�ther public input into #his �roject.
In addition a survey was distribu#ed in #he community to gathEr additional citizen inpu# regarding the
building and aqu�tics program space. Two Sauth Greenwood citizens will �e sel�ct�d to serve on the
desEgn committ�e for the Center.
* Major el�ments of this project will consist of designEng the new recreakion center ta incorporate the
existing aquatics center and construct a new center that could inciud� a gymnasiums, multi-use
classroom, control stationllobby, staff offices, canference room, r�straoms, storage circulation,
mechanicailelectric and a revenue component which could either b� a gymnastics center, ropes
caurse training c�nfer or aerobicsfdance room — performing arts auditorium. Also, r�ew aquatics
amenities including a water playground and feature siide are being consid�red if grant fundi�g can �e
secured.
• Request for Qualifications (02-02) was advertised with 60 firms being solicited and a response from
13. The RFQ evaluation committee made up of representakives from the finance, engin�ering and
parks and recreation departmen# short-listed fiv� firms for ve�bal presentations. FolEowing is the
ranking of the fiv� firms:
1. Lunz Pre6or Fowler — Cakeland, Florida
2. Wannemacher R�ssell, Inc. -- S#. Petersburg, Florida
3. Harp�r Pa�tners — St. Petersburg, Fldrida
Revlowed by:
Legai � �
Budgek
l.Ibrary �q
E�g{n. '—�
��
Submltted by:
Clty Managet
�nfo 5rvc
Pub11c Wnrks
DCMIACM l
Othar
W Prinied on recycled pa�er
Z198 �
Origlnating Dopt:
KQVin Duntrar �
Usor Dapt.
F�arks 8� Racroatlan pe
Aftachmonfs:
m iVon�
Costs
Tofai 5192,313
nt j Currant �Y
Funding Sourca:
CIp X
OP
Othor
: 315-932
Ro�.
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' 4, Lyman Davidson Doo�ey Inc. — Tampa, Florida and Atlanta, Georgia �
� . ; � 5. CBB Architects — St. F'eiersburg, Flar�d� ' � � .
��� Staff has baen successful in arriving at a cantract with Lunz Prebor Fow�e� Arch�t�cts in the amount of
���. $192,313 �or the land survey, geotechnical inv�stigatic,n, permitting, civif engir�eering, complete
j� � Architectural services for the building, threshold inspection and fire sprinkler engir�eering. The city will
' . '. provide #andscap� and #rrigat�on p�arrs, � .
;�•, The proJect design schedule calls for the bidding, permit#ing and contract nego#iatior� to be com�leted
•�. ,by May, 2003 witt� ti�e cor�s#ruction complet�d by May, 2004, Grand Opening will be April, 2004.
�, � :
°•.�Jperating budgets and staffing levels for the �ew center wilf be determined in part by the type of
��. programming to be offered. Any increase in op�rating exper�ses will be partial�y offset from the
revenue component of the center and increased user tees. Part of the increased revenue for this
� facility is to came i`rom "play passes". '�
,, . . .
�� • A copy of the agreement is a�ailable for review in the City Clerk Department. .� ,
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i997 �dit�on - ���ctronic F'orma�
r+�t�t uq
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A�A Document B14� - '�997
Star�dard Forrn of �greemeni �e�ween Dwner and Archi�eci
wi�►h Sta.ndard Form o.f'A�'chiteC�'s Servlce.�
TABt,� OF ARl'lCLES
l.i INITiA! �NFORMATION
T,Z �t�SPON5181LITlES OF 1'hi� PAR7IE5
1,3 TERMS AND CONDIT14N5
T.�4 SCO�E OF S��VICES ANt7 OTHEft SP�CIAL TERMS AND CONDIiiONS
T.S COMP�NSA7141V -
AGR�EM�NT mede as of the .� day af,�[� in the year ,�QQ,�
(!n Ka�tf,� indirataday� lnonth+�ndytar) .
8�71lV�EN the �►rc�iteci's e��ent zdenliFied as the Qwner:
(N�en�� addr�uand othrrinlform+UanJ
�,�� Qf Ciearwater
�� 54l�th�CY�Aygnue
C ea er. Flor�da 337fi5
and thc Archiiect:
(Namr, Fddrrsssnd alhrrinfarmel�onJ
Lun ,P�ghar Fav+�lef ArchEtecSs
58 L�k��r�rtpn oriva �
LakeEa�d. Fla�ida 3380'4
. ►� � . � �
.
` •!�'•.II 1=11=l��1 lA. � .�l 1� -L� -!� -�• �sc 1! �_� • ' 1" �
- _ •1 _� - s .�• •. 11. c 1�1 � - �!• «� ^w z �: ' •���t� •
� � •' l, f �' 1 � " - l�R - � : ■ :� . r . 1 ' 1 � ��� � � i . � ►� -
T`he Owner and Architect pgree.us fallows.
AR'�ICl� 1.1 tIVITIAl. INFDRMAifaN
'l.l.i This Agreemcnt is bnsed on ihe FoIlowing information and nssumptions,
(Nole !!1e di�pasillcvt �bt lhr followirx� i(rmx by ins�lYing llre m)uerted tnfuflnatiojl ar n st+lct�Frne suc% nr "naE
�rpplrc■61e, "'lunknown Rt 1i,ne afexe+cudon "or "Ie be dclermined lifer dymuluMl �rrrme�t. 7
e � � � � � � � r r � � � � L' 1'fli!i1Cd11
Institule oF Arthltecfa, Reproductfan af the rnaterial hareln or substamlal �uotarEar� o its pravlsions
Wlthaui wrltten permisslon pf th� AIA violates the copyrlght laws o[ Ihe Unfred 5�afes ancf wlll subject ihe
vlolabr to lega) prnsecution. WARNING; Un!lcensed phalaopying vlalatos i1,s, copyright laws and will
subjac� the vfolator to lega! prasecullnn, This docutnent w�s al�ttranic5liy produced wEth permisslon aF ►he
AtA ��d cas� ba raproduccd ln acsardancw with your I�cans� wirhaut vloiation until the dale of rxplr�tion as
nofQd below. explratlon as natod i�alow. Usar Dacumenl: 97Bi41• ClfY OF CLEARWATER 8P70��,AIA --
7123/2002. AIA I.itensc Numbar 1i00919, whlch dxp[res en 3l31l2003,
Th�s dacurr�nr has fmparla�llega!
catuc�uentes. Caruultatfon wi�r an
aflorneyls erxnuraged wlth respecl �o
ltr comp(rtlon or moe�iflcatron.
/�U�N�NilG1T1oN aF TNIs
F�crRoNrcau,Y nrraFrE� aa
D�Ct1MfN?' MAY 8F MAD�' 8Y USlNG
ap �ocuM�nrr oaor. °
�
�, ,:
wo ��,��
�
O 1997 AIA�
AIA DOCUMEi�i 8141-1997
STANDARD FORM AGfiEEMEN�
Tha AmcrEcan Inslifute aF Archflects
1735 New York Rvenue t�.W.
Washington, D.C. ZOOaG-5Z92
��
� r�
� i 7 LJI �GNR. J.J� Jl UUJ' �}V 1' lJJry1,J
1.1.2 PRnJECT PARAME'f�RS
1.1.2.1� Tlse objrcuve ar usc is; �
(Idcnufyy or dcmiGq ifr�proprrate, propwed utt otgoalJ. J
����a�o�,Genker
�...,, �... � „�..�., , ....«�„
Z.1.��� T��e physice! parasneters are:
(tdu�ri!'y ar dcscribr, ilappmpnale sizr, la�ri�n, di�x�naiolrs, or ntlrrr perrrnrnr mfonuyriorr, rurl� :is grol�rh�lfcal
�rporls Abou► thr fitr. J
a c�nalEy_tiedJnto auk aor
tec��at�q��l amentit�es.
1.i.Z.3 The pwner's Progra�n is:
(ldem�/f�dacumerlArrionorsfifetlrrnraunrrirl ivlilcl� rhepragratn willLedcvelopal,J
A��.�rii��#_�ader"_P_r�,�J,ect pes����tRot�"Qn"Atkachmenk A" '.._'Scooe�f $�;�vEce Ross
N4.rtf?�s;teatio�Cente„�,Arc tectural �nd Enaineer,jng ce "
1.1.2.4 TEse legal parameters are:
(Ide�reifyprriinent le�rtinlormipbn. �ndudiu�, if�ppropria�e, land .rtrrr r�cr ar�d lrgnl dr.rcriplrollx ru�d m�uic�ion.s of
thasita}
L�4�RPlica��e
Z.'I.2.5 The financial purameters are as �ol�aws.
.i Amour�l aF the Owner's averall budgct for tite Projeei, is�dvding the Architect's
compeszsation, is:
.2 Amnunt af the Qwnei s budget For the Cast of ihe Watk, cxcludin6 the
Atc6iieci's cnmpensaLion, is:
1.t:2�6 The lime patametets are: �
(Idel�ri�jr, ifrpprapr.iifG �l�ilerinnr dates, dur:u'oru urf.vt tr.ackrcheriuGng.)
�i�,�±�n „Attachm�nt D" "Prqj�at Schedufe"
l.i.�,% ' Tj]C pI8p asec� pracurcment or dclivery inethad for the Project is:
ttdentilymellrodr►x�iarenmprtilivr6id, uegor,Rte�droi�tracr. orcoiutrucdal�inan�cu�ent�
1.i.2.8 Dtlier �arameters are:
(ldr�Jflfj� special ehal3�leti.tlltf or �ttctfd oI'llfe 1'rojncl suth sf K1�rn,y, ulv�inl�mct�tal ar hisrorre prrsrn���ion
t�ee�uiremrnl.�)
Not A�plicable �
1.1.3 PROJECT T€AM
1.1.3.7 The Owner's Desig»ated Representalive is:
(Lrsl��smr, �rddrrsr+rncralherintannarion.l
D P a
j�p,�ov �#tin. P1��9.a� Proieat Di�ectar. Parks and Recr�ation Dep ent
1.i.3.Z The persons nr entities, in additimi to the Owuer's Designated Rcprescntative, wlso are
re uired �a review the Architect's sul�mittals ta the �wner are: .
(�111dlTIC� add�rsr arrd olhrrinfannellon.l
,�ifv �CI�aEVticater ��1�d�4q; ,F��in�erina._Plannfna�Fire Oepartmen�,s. 5out�
Flarida Water Manaaement Distrfct. Florida Denartment nf Envlrarnental Protection
and Pfne}Eas Chunty Health De��g�} � •
1.1.3.3 7'he Owjiex's olher cansullarils gnd coniraciors aze: �
(Lisl dirdpNpr �nd, ifkliawll, Idenlily lhrn! bynirur nnd addrrJ,r, J
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�Its�Hute of Arthlfetts. Rspraduction of th� marerial herein or substanliai quotatlon of lfs prnvisions
wlthout wrlllpn parmisslan af thcs AIA vlolates the copyrEghi laws of 1he Unilad 5tates and wiiE su6jet� the
vio}aiar ta logal prosacution, WARHING: Unllcensed phatocapying vlaf�tes U.5. r.opyrfght iaws and wil!
su3�Jett t�e vfolator to icgal proxeculian. Thls dacument was eEectronlcally produced with permissfan of fhe
AIA and can bo rfproduced In accardance with yaur Ilcense wi�haut vial�tlon unrll the datc oF expiration as
noted below, cxplra�ian bs natrd bslaw. User Oocurr�ent: 97B141- CIiY OF Cl.�ARWATEa BP704�.AlA --
7R312002. AIA Licens� Number 11Qo919� which explres an 3131/�00�,
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Thls docvmcnl has importanr legsl
carucqvenres. Consullallon wlth�R
allorney is encauragcd wilh respect lo
tts compleliorr or rnorllffcalinrr.
AUTl�iENticA�loN of THls
Et.ECTRdN1CRLl.Y DRAF'TfA AIA
AOCUMfNT MAY BE MAAE 8Y U5!!VG
A!A DOt�1MEN1' D401.
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A1A pOCUMENT 8341 -1997
57ANDARD FORM AGR�'EMENT
Y�e Amer[can lnsNtutr of Architecls
1735 fVew York Avenue N.W.
Washingtan, D.C. 20006.57.9Z
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I.Z.Z.4 Tlte Owner shalt furnish the services af consultnttits olher tZtar� thosc c3csignaicd in
Paragru�h z,i,3 or atii}�odze the Architect lo turnish them as a CLangr isz Setvices wlien suc�i
services are tequesied Gy the Archilecl and �re re:asonatily requircd t3y the scope o[ tlie i�ruject.
1.2.Z.5 llnless atherwise lsrovided in tlzis Agreement, the O►v���:r shall fur�aisla iests,
ins�aeclious a�td repotls required by luw or t�se Conlraci Dacumerils, such �s situclutaF,
mechanical, and cltcmics�l tests, tests far air 3nd waler �oilulinn, and tesis for ]tuzatdous
maierials,
i.�.�.fi The Owner shalZ fun�ish all legal, insurance and a�caunting scrviccs, ii�ctuding
auditing setvices, il�at may be reusonaisly necess�ry at nny time rar the Ptojert to n�eet it�e
OWner's s�eeds s�t�d inierests.
7.2.Z',7 The Ownez s�talt provic�e prompt tvrilte�i natice to ihe Architecl if the Owner �ccatnes
awere oF any fault nr defcct in ihe Project, inciuding any enars, omissions ar incons'rstencies in
the Archileci's Insiturnerits afService.
i.2.3 ARCH11'�C7
1,�.3,'I The services perFarmed 1ry !he Architect, ArcI�itecl's employees and Arc�litect`s
cansullaatts s�tall be as enumetaled in Atticic y,4.
1.�.�.2 The Architect's services shall be perfonned as expec�itinusly as is cansisteni wikJ�
proFessionel slcili and care and !he orderly pra�tess of lhe Prnjetl. TIie Archiiec! shall sul�mit for
tlie Owner's approval a schedule far the performance af the Arcliitect's servic�s which initially
sh�ll be co�s�stent with the tf��e periads est�blished in Sr��paragraph i.�.z6 and wl�ich shall be
udjusted, iP necessary, as the Project �raceeds, This schedule shull include allowances for
periods of time re�uired for the Owtter's review� For the performance of lhe Clwner's
const�liAnts, un� for upptovul of submissions by nuthorities having jurisdidion uner the Praject�
Time Eunits esiablished by this schedule approved hy the �wner shall nat, except for reasonabie
cause, be exceeded try the Architect or Owner.
1.�.3.3 The Atcltikeel's Designaied Represenlalive identified in P�ragraph t.x.3 sltall bc
authnrized ta act on the Arthitect's be�alf with respect !o ihe Projetl.
7.�,3.�4 The Architeci shall maixttain tlit confidentiality oFinfotmation specifically designated
as cnnfiae�tii�3 by i�e Dwner, unleSS witl�holding such infonnation woulc3 ►�iolate tlie lawr
create !he risk af sigati�cant harm to tlie pub�ic or pre�etsl lI�e Architett trum eslablishing n
ci3im ar defenye in an adjc�aic�tpry praceeding. The Architect �ha11 reqttire o,f tlte Architect's
consultan�s similar n�reemen[s to maijti�li the 4anfidentialily of information specifically
desigs�ated as co�fideniial by ihe Owner. • ,
1.2.3.5 Fatcepi wiih fhe Ow�er's lcnotiv�edge an�d conset�l, ihc ArcJ�itccl shall ��ol engagc in any
activily, or acce�t any empia�nent, interesl ar coniribution �hat would reasonnbly �ppear ta
compromi�e the Arcliiteei's profess�ona! judg�nenl rvith raspeci to this rroje�t.
F'lati� b /
T1ds dacumcnt has fmpor�anl legal
mnseq�ences. [onsuJlalfon w11h an
ar�orn�y ls iyicauraged wilh resped 10
!ls cor�pletlon or rrndillcalion.
AurNFnmcarlora oF rNrs
ELEC1'RONlCALLY ARAPiED A!A
UOCiIMENT M,4Y 6E MADE 6Y i151h�G
A!A DOCUMENT 0401.
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i.Z.3,8 Tlie Architett shall review laws, cades, aud regulaiions a�Piicable 10 t4te Archilect's � 399y AIA�
serv(ces. The Atthitecl shtsll respot�d iri il�e design of the Pro�ecl to recluiremeitts itnposed by AIA DOCUMENT 81+43 -1997
governmentul authoriiies l�a�ing jurisaictinn aver tbe Project. STANpARD FORM AGREEMENT
'�,�,3.7' Tlye Arcts�tecl shali be entitled 10 rely on the accurary aiid com�leteness of services Tha American Institu�e oF Archltects
and i�formation furnished by the Owner. Tlyc Atcltitecl s1�a11 providc prumpl written nn[icc to ���� ��W York Awenue fV,W,
the Owner if ii�e Atcl�tect becomra aware of �,ny errnrs, atnissians or inconsiSicncies in sucls Washington, p.C. �0�06-5297
serviccs or informutian. '
Inxfltwte af �ArchHects.+Reprodudlon of the maierkal hcrein or substanNai�quataflon of HsCprovislans
wllhaut wriltcn permisslon ot fha AIA vlolates Ihe eopyrlght laws of the United States and wlll subjett the
vblaror ta Esgaf prasecuf�on, WARfVING: Unlrcensec! photocapying vio�ates k1.5, capyrfght laws and w!!1
su6�ect tha vfol�tor ta legal �rosecutlon. T1�ls document was elertronlcally producad with permisslan oF the
AtA ant! can he rapraduced i� accordante wiih your 1Ec�ilso withaut vfolation un�ll she dale of� explrat�nn aa
nated �e1ow, explration as noted below, User po�ument: 478141- CITY OF CI.EAfiWATER 9P7U42.AIA •-
7R3/2002. A1A Llcanse Number 1100919, which expires an 3J31/i0o3.
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1.3.Z.4 Priar to the Arcisitec� providi�ig to ►he Orv�ier any [nstirurnents af S�rvice in elcciroz�ic
Fartn or the pwner prnvidii3g to the Architec! �ny cIectronic data [or inc�rpor1tiott into lhe
Ittslrumerita of 5ervice, tlte �wster and ilte Archilrct shal� by separ�te ►vriltert �greemeut sal
foxth ihe spcciisc conclitiozu govertiing the form7i of such inslruments of 5ervice ur elecironic
dala, inciudinR ajyy speciai Iim�talions or �icensrs iiat ot7�erwise provjded in �his Agreement.
1,3,3 CHANGE IN 5�RVIC�S .
1.3.3.1 Change in 5ervices of the Architect, including services required of ihe Arcliitect's
eonsuttarils, inay be �ccom�Iished aCfer execu�ian at t�is l�gr�etnent, witl�aut itivalidating thr
Agreemenl, if ttaestua�ly agzeed in rvriling, if required by circumsta�ues bcyond the Arc�litect's
contral, or aF the Architect's seNi[es are affected as described in 5u�paragruph t.3.3.�� In lhe
absence af mutual agteernent in wri.lit�g, !he Atchitect sl�ali notily the Owner ptiar to providiisg
strc� aervices. ,tf the Owner deems lhat a!1 ox a pari of suc4i Cl»nge in 5eNiccs js noi required,
ihe Ow�ner aha�l gi�e ptompt wriiten notice io llye Archilect, ane! tl�c Archiled shal� have nn
obligation to pravide lhase services. Faccept far a change due tn the fauU af il�e Arcl�itect,
Chdnge it� Services oF the Architeci shall ettlatle 1he Artt�itect to an adjustment in
cotnpensation pursuant ia �'ara�r�pl3 x.5.z, and to �ny �ieimbursa6le Ex�xnses described in
Subp€�rag�a�t� i.3.9.z and Paragraph �.5.5.
1.3.3.Z IF�ny oFthe following circumst�ncps atFecl 11�e Archilect's services for the Praject, lhe
Arcttitect sball be eattilled ta an eppCOpRaie adjusimeni in the Architect's sc�iedule and
compensalinn:
.] . cherige i� Rhe uisttuctiotis or approvals given by ilze Owncr lhal necessitatn
rcwisions in Instrutnenis of Serviee;
.� enactment or revisiau of codes, laws ar regulations or officiul interprelations
which necessitate changes in ��ev'tous�y pte�ared Instruments of Service;
.3 decisions oF the Owrier noi rendered iri a timely rnanner,
.4 signiClcant change �n tl�e Projecl includir�g, but nol limited to, size, qualily,
cornplexity, ihe Owner's achedule or budget, oc procutemen! meiitod;
.5 faiiure of perfarmai3ce nn the patt af the Owitet or the Qwner's c�nsuFtattts nr
� contraciots;
.6 nreparatinn for a��d attendance ai a l�ublic heating, a dispute resalutioiti
prn�eeding or a legal proceedi�g except wliere tltc Architect is pariy thereta;
.7 changc in the infarmaiiats cat�taiased in Article t.i.
L3.h MEDIAi'ION
3.�.�4.1 Any clnim, dispute nr ather matler in c�ueskion arising out oF ar reZated to 11�is
Agreement shalt �e su�ject to mediatiQn as a co»c�itian �reeedent !o atbitratia�z or tlir
ihstit�lion oi legal or equitabie praeeediitgs !�y citiier p�rly. ff suclt matter relaies 10 or is ll»
subjeci of a Iien arising oui of lhe Architett's setvices,llis Ar�liiteci may ptocecd i�� 3ccord�nce
with npp�icable law to tomply with ihe lie�i notice ar filing de�cllittes priar to resalulio� of the
m�iter by media�ion or by arbitsation.
1.3.4.Z The Ownec and Architcct sisal1 endeavor t4 resolve cls�itzss, disPutes an� aiher matters
i� questio�i bclween them Uy me�iiatiot� wiyich, unless ihe parlies mutually agree othenvise,
shall be in accordance,wilh the Construction ]nd�stry Medintion Rulcs af tl�e Americau
rlrbitration Associatiot� currently in eCFeet. Ii�quesl (or medialian sha11 be filed i�3 writiqg wiil�
Uie oii�er pany lo this Agreement and witli ihe Amencan ArUitralian Association. The request
may be made concurteni�y wiiit lhe fil'u�g oF a demand (or arl�ilraliot� but, in sucZ� rvenl�
mediation shal� ptoceed sn �dvance oF arl�itrai�an ar le�al or ec�uilable roceedings, which sltal(
be stayed pendin� mediatian for a period of �o days fr4m the date of �ting, unZess stayed for a
fonger period by agreement af ll3e parties ar cot,n order, �
1.�,4.3 The partses s�all sftare the �ttediator'a fee and nny filing �ees ec�ually. Thc mediulion
shall be hcld in the �rlare wher� thc Project is located, u�ztess uno�2irr �ocalion is mulualIy
� ► � � � . , � � � � � � � y e mcncan
inxtitutc af Archirects. Repraductlon of rhe malcrin! herefn or substantial qualallon cf !ts pravlsions
wilhout writtan permisslcn of the A}A vlolates the coAyright laws of the United Stat�s and wlll subjecf Htic
vGolatar to legal prosetu�ion, WARNlNG: Unilctnsed photoeopying vlolales U,S, copyright laws and wiif
subJect the v[olaio� to lega! prosecut�an. Thfs clocument was elcdranlcaqy produced wEth permission of the
AEA and can be repraducea ln accordante wlth yovr lianse without violatEon ur►Hl Ihe date of expiratlon as
noied below. exp(ralion as noled helow, User �ocurt�rent: 97B]�1• CIiY OF C�EARWAiER $P70A2,AIA -•
7/T3/2002. A?R l.icense NumSer �700919, whlch exp��es on 3!3?/�003.
r�r�t,�. ��
rws dorumenr has lmpo; tanr Iega!
conaequcnces. Cansvlfallorr wllhart
atforneyls encoura,ged wlfh resped la
1ls compfelfan or modlfFcaflon.
AUTNENTlCA170N OF TWS
ELE'CTRONICAiLY ARRF'i'ED A!A
oocun�tFnrr naav a� M�oF sr usr�
A!A DQC�lMENT D4D?.
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AIA DOCUMENT B'I41- 1397
STANDARD FpRM AGRE�M�NT
ihe American Instilutc of Afchltects
1735 New York Avenua N,W,
Washingtan� d,C. ZOQQ6•5292
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LUNZ F'F2�;kiUFt F UWE..EK
i.3.i'.4 To the exteni damages ara covered i�y Property insuranee Jurin� co��sltucii��n, tlte
�wner and the Archilecl �vaive ulj ri hts agains! ench dlher und agains# tlic cantractors,
consuitants� age�nts and employees oF ��ic other For dam��es, exte�! suclt righls As tltey mny
have io lhe nroceeds oF such insurattce as set forth in tlte eclitiott a� �11A Dacument Axot,
�eneral Coi�ditions of �he Contract for Cnnstructiar�, current as aF thc date aF this Agrecment.
The Owner ar the Architect, as appropriate, skiall rec�uire of the cnnlraclats� cansuliants, �genls
and employces af any of thazu simslar waivers �n �avaF uf �he other pariies enumerated hcrein.
I.�.T.S �Iothitig taritait�ed in Lhis Agreesnes�i si1a�[ create a canitactual rels�tinn5�ip wlith aY a
cause af aclian iri favar of a third parly againsi either thc Owner or Attl��lect.
1.3.T.0 ilnless a�hetwise �rovided in this Agrceuient, tl�e Architeet And Archiltct's
consultanls shall hu�►e no responsi6ii�ly far thc discavcry, �rescilte, h�nd!'sng, resnovas ac
e3i�posal of nr exposure af persons to ha2ardaus materials or toxic subslances in any fflrtn at 11�e
Projec! si1e.
1.3.7.7 Tlte At'cl�ilecl shall ha�e ihe right ia uicletde photographi� or ariistic tepresenlatians af
the r3esign of ihe ProjeCl ainoug the Arclsile�i's prasnolional and professinnal maleriaIs. The
Architeci shall be given reasenable access io the cotnpleted Pmjeci to make s�ch
repmsenlations. However, the Architeci's materials s1�alI noi include the Owner's cnnfidei�tial
or praprietaty informalion if !he Owner �as previousIy adYised the Architec! in wriiiug af the
spe�ific informalion considered hy 1he Owner lo be eonfidential or graprietary, The O►vner
shAll �rovidr. professia�tai credit for tlie Aitchitect in ttie Owner's �romotional materials for the
�'tajec{. .
1.3.7,8 lf the Owt�er requesis lhe Arcttiitect tn executc cettsficates, 1�1C PiOpOSpd i31i�+Ufl�� pf
such�ceriificates shall lse submitted io tlie Arcititecl for review at Ieast t4 ciays prior to tlte
req�sesled datec af exec�lion. The ArchitecL shall no� be teq�ixed to execute certificates lhal
would rec�uire knowlecige, services ar resransibililies bryand !he scohe of this Agmeinent�
�.3.7.9 Tl�e Owner and Architeci, tespective2y, l�ind themselves, thcir parta�ers, suecessats,
assigns a�id legal representati�es to ti�e other par�y ta tliis Agreement and to ilie flstrtrsers,
successars, �ssigns and legaf represeniaiives of such othcr pa�ty wii� res�eci to all coven:ents of
chis Agreement. Neitiier i�ze Owner nar the Architect shall assign ihis Agreement wiihout ihe
wrilttt� consenl of ihe oiher, except ihat i�ie Owner �nay assign tl�is Agreemenl to �n
institutfonal3ender praviding Finan�uig for �he Projec:t. In such event, ll�e lender s�tail assume
i�e Qwn�r's rig�ts and o4�ligations ur�der ihis Agreeme��t. The Archileci shai! exec�te aYi
cansenis reasonably requimd ta facililttte such assigntrient.
i.3,B TCRMINA�ION UR SUSP�NSION
i.�.8,i If ilze Ows�er Eaits to make paymettts to tt�e A��4�itect in nccordance wi1% tf�is
Agrecmeni, such faiiure shall �e cosisidered s�ubstantial nonperform��ce and cnuse For
iermina;tion or� at the Purtttited's option, tause far suspensioiz af perfc�rmance of se�rvizss undec
il�is Agreemenl. IF the tl.rthiieci elecls to suspend servites, prior io sus�ensian of services, ihe
Architec� shmll give seven days� lvxliten ttoliGC !o tlle OlVner. �n the evenl of a suspensiott of
services, the Arthitect sholl have no liability to the Owner far delay or dam�ge caus�d the
Ov+mer because af such suspensin�i of services. gefore resuming services, lhe Archiiect sball be
paid all swns due priar !o suspension and ariy ex�enses i��cutred in the interruplion and
resumpiiois oF the Architect's servaces. The Aschitect s fees for lhe remaining services and the
time schedu�cs sha11 be equitably ndjusic�.
NA(�� :l 1
rhls doru►r�nr has lmpo�ra�► legal
co�sequrnces. Co►rsullallan w11h a�
alrarn�y fs encouraged wilh resped lo
!ls rompfelTon or mod1Flta�lon.
AUTHENTlCATlON OF TNfS
�t�cr�oNrcACC� n�aFr�n aa
DDCUMENi MAY 8f NUIDE 8Y �ISING
an �oruMFrur aaoi. .
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AIA pOCUMENi' �141- ]997
STANpAAb f�RM AGR�EMENT
'the American Instltute c�f Archttects
1.3�8.2 I5 the Prajec� is suspencied by ihe Owner for more thaiti 3o consecutive days, the �7�5 hlaw Yark Avenue N.W.
Archilec! al�al! be compensated Eor services perFormed pripr ta �noticc af such suspeitsion. Washington, D,e, Z�ooB•5�5�
W%et� the I'xoj{ct is resume�, the Architecl shall be com�ensaied for ex�enses incurterl sn the
iriterrupiian and resumption of ihe Arc��itec!'s servlces, The Architect's fees far ihe remainit�g
services Qnd ihe tsmc schedUtes sha!! be equitably adjusted,
� , : � , � � : � s , � � , tie met can
Insiffute af Architecfs. Ftepracl�ctian af rhe materlal herein or substanfial quotation o Els pravfslons
without writ�en permissfon af tha A�A vlolates fhe capyright laws of the United 5tates and will subject thr
vlolater to }egal prasewtion, WAfiNING; Unlicensed phatocopy(ng violates �.5. tapyrighf Eaws and Wil!
subjecS the violafor tn Iegal prasetutEon. Thta document was electronlcally produced w1t}� p�rmisslan of t�ia
ASA and can be reptoduced in accar�lan�e v�tti�h your license withour vici�iion untll �h� daie af expirotron as
nased �elow. expirafion as noted below. User pocumenh 478141- CliY OF CLEARWATER BI�7o42.AlA •-
7/13/2002, AIA L[cense NumBer 1tQ0919,1�vhich explres on 313�C1W3.
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r�►i �.ar cr�uc �t�:.�i tibd—btil—b�Rb
LUiVG Wk�.liUF� F UWL�.l�
empioyee benefits, insurxncc, �ick leave, ho�iduys, vacations, employcc retiremc:it �laizs at�d
similar coniributions.
ARTICL� 1.4 SCOPE DF SERVlC�S AND OiF3LA SPECIAL ��RMS AND CONDIiIONS
l.�.i Enumaration nf Parts of the Agreement. Tliis Agteernent reptcsents the eattite a�ad
i��tegraled agreement belwcen lhe �wner and the Architect and supersedes all �rior
negotiaiians, tepresenlations or agreements, either written ot atal. This Agrecment �nay be
amended anly by written instrument signed by botli Otvner �nci Arehitect. Tli�s Agreetncnl
cojnprises tiie documenls lisied below.
1�4.1.1 Standard Form oF Agteemejyt $etween p�v�er attd Attlsitect, AIA Docunient Bi4i-
19g7.
i.4.1.2 5taadard Form of Archilect's 5ervices; Design nnd Cotitraci Admittistraiion, AIA
Documenl Bi�i-iqgy. or us follows:
(Lisrutherdacumrnrs, ifany, drlincalingArrhilect:r.rcopeofaervicer.J
i:�i.i.3 Otherdocumrnts as follaws: '
(Lut nlherdocun�ert�r, i�a»y, fom�ingpart ofllu r�grcuurnl.j
A�chment A Scope of 5ervices �
Attachrtient C3 Basj� e & r c'o s
Btta�hment C _peslgn Sc edule
a 'o D iw
Formats
A�a�hment E Planning8� � v a -P
A�plication Checkiisk
I��hment F FI4��1aFnergy�fficl�ncy CodQ por Bufld Construction-Chap er
4CommQrcial Bui�iin,_a Compl�en,�g Methods
p�t�a�hm,�nt � P1ar�niaq $���v�looment Ser�Icgs_Adminfstratfon -Li.�of Cu�rent
Jul
�tka�ent H_ , Pl�n,�j�n & Develatame�t 5e�ices Administ�4�n_-A AR�Jicatfon
� for FencP�„1a11 Permit
1.4.3 Speciu! Terms nnd Canditions. Special lerms und conditions that modify this
Agteement nt-e as foIImvs:
j.4.3 N��h�ka��a�,2.��2�I�� Proj,ect 5ched�le $�j�j� be as submitted by the
Orryns�, as Attaahment C. Design Schedule
P►RTICI.� 1.5 COMP�NSATlON
1.5.1 For the Archile�t's setvices as described under Ariicle i,�, camprnsation sl�alI be
coan�uted as fouows:
gs_�escrihed_in Attachrnent.E�,,���j,� S�rvices �ee. Prbgram_8� Canstructir�� Cast
Summarv �
1.5.2 If the services oF tlte Axci�ilect are changed as aescribed in Subparagraph �.3•3•�, ihe
Arehitcct's compensation sha!! be ad}'usted. 5uch ndjustment shall !�e calculated as described
tselow ar, if rio method of adjustment is indicated i» tttis Paragraplti i,g.2, in an equitable
mannez. ,
(Irrseri b�asil ofcompensaLOlr, iilcluding rales srld 11�ulri�lc� ofDirecr Pcrraurlrl Exprnse forPrinci�als and rr�il�loyca,
ru�d idrntify !'rilux xnd clxrsify emp�o}xrr, ifrrqurnri. Ida�1ily specire strvlas to wlucll y�r�irrrlar rurlhudi a!
camprnsadon rp ,J
ur�rt in.ar�ardanc� w9tfi� Arcliit�,�is�a��onsu�n#s' Ho v_Fee edule.
Attaol�ed heretQ�
� r � i i i r r � r � r i� � y R mencan
Instltute of Architects. Rnprcductlan a� the matcrial hercin or substantfal quata�ion af ffs provlsEons
, wili�out written permisslon of fhe AiA vlalates the copyrigh� laws of ihe llniled StaTes and will s�bject tha
violator to legai prosecul�on. WARNlNG: Unlic�nsed photoeopying vlolafes U.S. copyright iaws and vatl!
subJ�tt �he violatot to fega) prosstutEon. This document was electranically produced wlth pe►misslon oF thn
AIA and can t�4 rp�raducad fn accordance with your liconsQ wlrhou� violation unl}I tho doto oF oxpfratlan as
noted betaw. expll'�tion �s noled bclow, lJser pocument: 978�41- CI7Y aF CLEARWATER BP70q2,AlA --
7/23I20a2. AIA Ltcense Numbe� 11D09]9, whlth cxpires on 313]/2003.
�
N�1[a�. 'l:f
Thrs dacumrnl has lmporJant legal
cor�scquences, Consulta►!on wllh ae
�1�nrneyls entoura8ed wllh resped �o
i�s complellon ar modlffcallon.
RtITHEl41TlG4TlON Of )'M5
,�LECTROMCAiLY DRAFTE� A!A
DOCUMENF M.4Y B� MADE 6Y US11dG
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AlA DOCUMENT �14] - 1997'
5TANDARD FORM AGRE£MENi
The Amerlcan Instituie of Architccts
1735 New York Avenuc N.W.
washingtan, o,C. 2DOO6•5292
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� . " � ' � . By: . . � � � � �
� ��, � Brian J. Aungst , . �. � IN���iam B. Ho�ne II . '' .
� � � �; Mayor-Commissioner � � �. City Manager � �
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. : � , . � � , cansequences� Corisultalioh wlfh a� � . �
. � � , . � . . � a►rorr�ey Ls rnrouraged wl�h rrspc�ct lo �
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;. , . . . � , , . AuTNfNTICAriaN aF TMS � ,
: � � � ' , . � . ° �LEGTRoNICAllYbRAFTkAAJA
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' . . � , • ' � ' � . " . � � 1997 AIA�
� '� . � � � , • . . AIA DQCl1MENT 9141-1997 , �
,� . � � j � , � ' ' • ' . STANRARD FORM AGREEMENr � � '
,� , • • , � , � - . ` ; ' • � The American lnsTitute af Archltecfs
� • . . . • � ' '� � ' � , • � . 1735 New Yark Avanua N.W.
' ' � � ' • � Washfngton, D.c, 200oG•5192 ,
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'`� '' � � � 9 � 9 r � , � � , � � . , y a mer can � ' • !
• Inslit�le bf Architects, iiep:oducFfan oF the material herein or substanhai quotation oF its provlsions � � �
'`. •`wlfhout.written permi�sfun oF Ihe AfA vfolates fhe rapyrighT laws nF the Unfted Stales and wiil subJect the � ''�
:� �viofator to lega! prosetution� WARNING: Unlicensed photacopying viulates U,5. �opyrighi law5 and will . � � '
:" � subJact tha vEalalar fo legal prosetuNon. This dxume�t was electronlcally produced wifh permissian of thR . '
'�� :.'AIA and can be reproduced ln accordante with yaur license wNl�aut �iolatlnn untll the date oF QxpEratfon as
s t�afed he�ow: explrallon as notad 6e1aw. tlser pacument: 9i'B14t- CITY OF CLEARWAiER 9P70�2,AIA -- •.
�s`':'°� 7/�3RCD2. AIA License Num6er 1100919, whlch expfres on 3l31Ixoo3. � � �
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LUIVL 1'ItL.lJ�ll\ I VW�.L�\
2,1,5 The tlrchiteci shall submil design doGU3nents to lltie Owner al ir�tervais a�prnpriale to
the desi�ll �CQ[e55 fOf pUi[�o5C5 af eVa�tl�iloll Mc� apt)iOYaL �Sy lhe Q1Vrte1•. The Atcliitect sh�ll
lie cniit ed lo rely on a�provals tcceived irom i1i� Owiier in llie futther deveiot�tticni of ll�e
desi�n.
7.i.6 T1ie Arcl�iteci sh�l1 nssist the Owner in conncciinn with the O�mer's resnansibiliry ror
filing documeaits required far the itpproval of govern�ne�ttai nuthorities having jurisdiclion ovcr
cl�e Projcct. ,
2.1.7 �VA�.l1Ai[�N OF SUDG�T AND CDST OF TW� WORK
2.1.7.1 1Nhen the Project requiremei�ts have bee�1 sufficientiy identi�iec�, the Architect shall
prepaze a preliminnr}► estitnate o€' tlte Cast of ihe Woz�. ThiS estimate may Ue bascd ott cutrcnl
ureat voluine or sim�tar conceplual eslim�ting techniques. As lhe desig�� process rrogresses
lhraugl� Ihe etsd aF the pte�araiian of the Constructiun Datuments, lhe Archstect shall update
and reFtne ihe prtliminary estimaie of ihe Casl oF tl�e Work. The Architect shall advise the
Owner oF any adfusUne�yts to pxeviaus esiimates af the Cost oF the Work indicalec� by c}tanges
in Prolect requiretnenis or general market canditiatis. If �i any time klie Auhitect's esli��iate of
tk�e Cosk af lhe Wark rxceeds ihe Owner`s budget, the Architect shall tnake a�propriate
recommendations tn the Owner ta �djusl the Project's size, quality or liudget, and the Owner
shall �aopetate wiih ihe Atchiteci i�z making such adjuslmenis.
x.i.i.2 £v�luations of the Owner's �iud�et for the �'rojecl, lhe pre�iminary esiiFnale oF the
CoSt of the Wark and updated eslitnaies aF the Cast a( fhe Work �repared by lhe Architect
represeni the Arcf�itect's 'udgtnent as a design �rofessionat familiar wiih tl�e construction
isidustry. jt is recognized, �owcver, thal neither the Architect nor t}�e Owner has cos�trol over
the cosi of labor, materials ar equipmejl�, over �he Contructor's methods of determining Uid
�rices, ar ovQr competitive bidding, marke[ , or negatiating costdiiians. Accardingly� the
Architect cannat and does stol wartani or represettt tlsai bids or negotialed ptices will riot vary
fram llte Owner's budgei [or ihe Project vr Gam any estimoie of the Cast af thc Work or
evaluatinn prepared or agreed to Uy the Arcltilect.
I.7.y.3 In �reparing esUmaies af t�sc Cosl of ihe Wnrk, ilte Atchitc�t shall !�e rettnitled to
include contingencies For design, bidciing and price escalation; ia detettnine wl�at mnteriels,
equipment, component syslems and types oF construction are to be iisctuded in �he Cnntract
Documenis; tfl m�.1ce teasona6te adjustments in the scape nf the Pra'ect and tR i:ulude in the
Contract Dncuments aIternale bida as tnay be necessaty to adjusi t��e estimated Cost oF tlfe
Work io meet !he Ovvrnet's budget for tiie Cost of ihe Work If an increase i�t lhe [:anitact Sum
occurring aFter execution aF the Contract beiween the Qwner nttd the Coniractnr causes ihe
budget For the Cost of ihe Worls io be exceeded, lfsat hudget shal! be increased accardingly,
2,1.i,4 If biddiulg or negotiatiori has not co�nmencecl wiil�u� 90 days qAer the Atchiteci
suUruiis the Construction Documents !a �he Owuer, the budgef for lht Cost of tl�e Wor�C shall
be adjusied io reflect changes in the general level of ��tites in the construct�on ind�stry.
�.iJ.5 If ilte budget for the Cosi of llie Work is exteeded by the lowesl bana fde bid or
t3egatiated proposal, the Owner aliall:
.i gi�e wriiten approva� oFan increase in lhe Uudge! �or the Cost of ihe Work;
.2 authori2e rebidding ar rc=iegatiaiing ofihe Psoje.l within o reasonable time;
.3 terminale in accordnnce with SuUparagru,ph t.3.B.g; ar �
.�4 eaopetate in revis'sng t��e Project scope and quality as rec�uired to reduce lhe Cosl
oFthe N�ork
�.1.7.6 lE the Owuer chanses to proceed under Clause z.�.7.q.q, the Arehileci, withaut
additional compenselion, s�all madiFj► khe docurnents for which tlie Architect is respansi�ile
under tliis Agreemenl as necessary to cam�ly witl� the Uudget For ihe Cost of the Work. The
� � � � � � � � i � i i e � i A � y C meriean
In�fitute of ArchitetFs. Repraduction of thc marerlai herein ar substantial qualation oF Hs pravfsions
wEthout written permission of the AIA vlolates the �n�yrfght laws nF the United Sta�es and wlEl subject the
vlolator ro legal prosecution. WARNW�; Unlicensed pholocn�ytng viol�tes U.5, topyright laws and wEll
subject 1he VIolalor ta iegal prasecutEon, This dacument was electronlcally praduced wirh perm(ssion of thc
AIA and tan We repradueed In 3ccardancc with your licenso wlthout vlalarian until the dale of expi►ation as
noteci i�elaw, expiratEan as nated below.�User Dacument: 97B1A1- CIiY QF CLEARWA7ER BP7042.A1A --
7/23/2b02. AIA I.ICense Number }100919, whith explle5 on 3131l2003.
�a
1 P/\AL 1 f
lhls dacumenr has lnpartant le�l
mnsequ�»ces. Consul�atJa� wllhan
af�artley 1s 8ncoura�d wlrh resp��r ro
Its campfeiion of mcdlflcalJon.
gilTFlEN�1G4TlO1V OF TMS
ELECTRONlCALLY DRAFiFD AIA
!]OtUMfNT MAY 6F MADE 8Y USING
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m 1997 AlAO
A[A DOCUMENT 8141-1997
SiANDARD FQRM AGREEMENT
The Amcrican lnstituSe of Archltec�s
1735 Ncw York Avenue �t,W,
Washingtnt�� p.C. 2000G•5292
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inodefing or �ombis�atlatu af these �nedia. Preli�nin�ry seleclians �f ma�ot building systern5 as�d
eas�struclion matcrials shalt Uc naled o�y tl�e drawings or cicscribcd in wricing.
x.4,3 OESfGN DEVELO►PM�NT DOCUMENiS
Z�4,�.1 The Architett slt4l! ptavide Uesign Develnptnetzl Documttils hased an lhe a�rirovcd
5chematic Desigtt Doct�me�sts and updated E�udget for tlie Cost oF the Work. The Design
DeYelo�menl DocUmcnia shall iliustrate attd c�escribe l��e refinemettt nf thc design c�f lhe
nroject, esia�lis�in$ ii�e sco e, rel�tionsl�ips, Forms, size and �ppearancc of the Frojcc! Uy
mea►ts aF pl�tu, secisaris an�elevaiions, typical cdnslruction drtails, as�d e uipsnezsi layouts.
The Desig» Devclopmenl Doct�menls shall xnclude specificalians lhal idetili�ty mnjor materials
aqd syste�tis and establisl� in gencral tlteir qualiiy leve�s.
h'A4i�. :l y
�.�.� CON5TRUCTION DOCUM�Nl"S Thlsdacumenlhaslmperjanrlegaf
�.4.q.7 The tltthiteci shall rovide Canstructia�z Documr�its based ori ihe a roved Desi n t°'��q��"��' Consultaffan with an
j� PP S a�tornry fs e►uouraged with retpect la
Development D�cuments �nd tspdaied Uudget for lhe Cost of ihe Work. The Gnttslruction !tx cempletfcn crmadlflrallan.
Documenis s1ia11 set Forth In detail the requirements fnr construction af the �'rnjeGk. The �y�ry��lCATlONaFTf�fS
Cot�stntciion Documents sl�all iuclude Drawings and Sheciftcations thai eslablislz in det�lil the 6L6ClRON1CALLY�RAF7E'A�4lA
qua�ity �cvels nf materials and sysiems required for 1]ie Project, AACUMFNr ATfiY bE MApE 6Y f1S1NG
� A!A UcJCUMFNTD401. �
Z.4,4.Z Duting tlae deve]o�met�t of ihe Ca�tsln�ctioj� pucumenls, ihe Arcluleti sha11 a�sisk tt�e
Ow�er in ihe develop�nent anci regaratio�a of: {i) bidding 3ad procuremenl infarmaiinn
which describes the time, place an� cariditivns af bsddis�g; Uidding or propasa! fanns; �nd t13e
farm oF agreemcnt t�etween thc �wner aizd the Cantractor; gnd (z) t�e Canditions af tltie
Coritract For Construc�ian (General, Supp�ementary and ather Canditions), Tlie Arcltilect ulsa
shait eom ile ihc Projerl Manual i�iat includes the Conditions nf the Contract far Caiistruction
and 5peci�cations and may include Uidding requirements ar�d sample farms.
ARTICLE �.S COHSiR[lCTfON PROCUREMENi S�FiVICES
2.5.1 The Architect shall �ssist lhe Owner in nUtaining eilher ca�npelitive Uids ar negatiated
pxaposals and shall assisi !he Owner in awarding and rreparing tontracts for constrt�dion.
2.5.Z The Arehileci shaU nssist i�ie Owner in cstablishing � tist oF prospective bidc3ers or
cantraciars.
1►.5.3 Tha Architect skall assisi the Orvncr in bid validaLian or �raposal cvaluatian and
determinai�an af !he succesSFul bid or proposal� sf any, IFrequested t�y t}�e pwner, ilie Architect
s�sall notify a]l prospective bidders or rosttractors uf the Uid or propasa] tesults.
2.5.4 C�MF�TIT�VE BIDDING
2.5.4.1 Bidding Doeuments shall cousist of bidding requirements, prapased contract forms,
General C+andiftons and Sup�lementary Cos�ditions, 5peci�catio�s and Di�wings.
�,5.4.Z Sf t�qUrsied 4�y thc Orv3�et, tue �cHitect sl�A�! arrnnge for procuxing the re�roduclion
of BIdding Documents for distriUuiion to prospective bidders. The O►mer shall pay direclly for
tE�e cosl af re�caductian ar sha!! rcimhurse u1e Architect fos suc4� exfsenscs.
z.5.�4.� IF requested [�y the Owner, the Archi4ec�. shal! distribute the Sidding Docuuzenis to
pxasjieclive bidders nnd requesi lheir relut�r� u ot� complelion aF lhr bidding process, Tlte
Architect sliall �nxintain a log af dislribution an�relrievttl, and the amuunls af de�QSils, if airy,
�received from ar�c# reiurned to prospec�ive biddcrs. �
�,5.4,4 The Architeet sh�il cott�ider reque�ts !or sul�siitulions, iF pet�mitted �y ihe Tiidding
Dncumcut�, and shal� prepare and distrib�te addertda iclentiFyir�g a�proved substitutions ta ali
pr.ospective uidders.
, , . , � r � � � r i , � g , y e rr�eriran
lnsfiilute af Archi�ects. Reproduc�ioh of Ihe m�ferial herQin ar substanfi�) quo�al(on oF lts provisions
withaut wrEl�en �SCrmissEon aF the AlA vlolafes the copyrlght laws of the United Sta�es and wlll subJect the
vla4ator ta �egal prosecu4ian, WARN1�lG; Unfkensed p4�otutopyls�g vla4ates L�S. copyright aaws and wii�
su6Ject Ihe vlolafor fo logaf prosecutlon. This dacument was elecrronEcally produced wi►h permissla� oF the
AIA and tan be rcproducad in accordance wlth yo�r license wifhaut �inla#ion untll the date ef explralfon as
notod belnw. expiratian os noted bQlow. User pocumenr; �761qT- Ci7Y oF CiEARWATER 8i'7042.AiA —
7/23/200z, AIA Llc�nse NumbQr �100919, w��ch expfres on 3/31/2003.
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019�7 A�AO
AlA k7oCUM�Fi'f 8141- T99i
StANDARp FORM AGR�EMEN�
The Amerfcan Instftute af Architenx
�73� New Ynrk Avenue i�.W. �
Was}�ingron� D,C. ZQOOb-5Z9Z
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Z.5.1,5 The Arct�ilect shalZ review praperiy prepared, cimely rec�uests by ih� Coiilraclar for
additional infarmation about the Coniraci Dncumcnls, A ptoperly prcparcd req��est iar
udditivnal int'armatian abaut tlie Contract Docujnents sha11 be iu u form prepared ar approved
tiy thC Arrhitect und shal� include 4 detailed �vrilteti slntemeni that i�tdicatcs ihe spcc9fic
Drawfs�gs ar Speeificalions in nced of c�criticalian and tl�e nalure oft}ie clarircatioii rec�uestec�.
Z.6.f.6 IF deemed a��Copxiate by 1he Arthiteci, ilte ArcFutecl sl�all oat llse O►�mer's belialF
prepnre, reproduce and distribute supplemental Drawings and SpeciCcations in response to
rec�uesls For �n!'otmation by the Contractor.
1�.6.1.7 Tlte Architeet shalk intetTret aa�d decide malters concerning per�'ormance of the
Orv�ter and Conlraetor uncier, and requitetnenis vf, tlie Cnr�tract Dacume»ts on writlen
tequesl of eilher the Owner ar Car�tracior. T}18 1�,rC�11kCCt's response ia sucl� cequests shall be
made i�i writtng within any litnc limits a�reed upon or olherwisc witI� reasonable promptness,
Z.�.1.8 Interpretations and decisions of ihe Arcl�itcci s}�a11 bc cansislenl with thc intenl of
nnd reaso�iably infcrable fram the Couttact Documents and shall 4�e in writing or in the fotm of
dmwings. When making such interpretatioszs and initial decisions, ihe Atchitect shall ettdeavor
to secure fuithful perfarmaatce by boih Ow�tier and Cantraclax, slya�i nni shaw partiality to
e�ther, and s�tall nol be lial�le for the results of is3terpretatsoi�s ot decisinns sn rendered in good
fa.ili�. . �
�.�.1.9 T1te Arehiieei sh�ll render i�3itial decisians on ciaisns, ci:sputes nt ather tn�iters in
quesiiay� belween tlte dwner and Contractor. as �rovided ist the Contrsct Dacumet►ts.
Hawever, the Arthiteti's decisions on mattets retatiug ia .1QS�Fl��1C C[ipCL shaZl he �'inal if
consisteni wilh 11ie inient expressed in ihc Contract Dacuments.
Z.6.2 EVAiUATtONS O� THE W�RK
7.6.Z.] The Architect, as a repr�.5eattative aF t1�e Uwner, shall visii the site al int�rvals
arpropriate !o ihe stage of the Cantractar's a��erations, o� as ot�aenvise agteed by the Owner
and the Architect in Article �.e, (x} l4 l�ecome genetally familiar with attid lo kee� the O►vner
informed about lhe p�ogt�ss at�d qualily oFthe poriion of il�e Wotit campleled, (z) la esideavor
la guard the 4wner a�ainsk defects aud deficientses in•ihe Work, and (3} to determine 'sn
gen,et�l if !he Work is being perFormed is� a in3nner indicating that ihe Wotk, �vhen fully
completed, will be in accordance with ihe Cantract Datutnents. Hnwever, tlie Archileci shall
not be xeguited to make exhaustivc ar caulinuous an-site inspeclions to check ihe quuliiy or
quaniity af khe Watk. The Architecl siiell neitlter have cantml over ar c�arge oF� nAr be
responsible for, the consiruction menns, methnds, trchniques, scc�uences or praceduses, or Cor
sa[ely precautia�ts and progtams in conuediors with ihe Work, sitice lhese ate solely the
Caniractor's righLs and zesponsibilities under t�ie Coutract Documei�ts,
2.6.2.� Tl3e Architeci shall repari ia tlye Owner
Documents and frotn the m�s� recent construction
However, the Arc�iitect sha11 not be tesponsible For
Wark in accordance wiif� l�e requirements of the Cni
resposesible Fox the Archslect's negli ent act6 nr omis:
c�arge oF and sh�ll nat be resno��sib�e for, acts ar umL
or ilteir agenls ar employees, or of any �1i�er persosa
Work.
known deviations from the Contr�►ct
schcdule submitted by the Conlractor.
tlic Conkractar's iailure to perForm ihe
tratt Dncurnenls, The Archiittt shall (�e
ians, but shall not have co�itrol ovcr or
sians oF the Contractor, 5ubcontraclors,
s or entiiies �erforming portians oF the
2.6.2.3 The Arclyitect bhall at a11 iimes haVe access !o the Work whereVelr il is in [�reParaiian or
progress.
�.C.2.4 Excepl a�s oihenvise provided in this Agreement or wlie�y direct communications �icve
been specially autlyorized, tlic Owner shall Pndeavor io com�nunicale wiih the Co�ytractot
Insflluta a� Archllrtls, �Reproduct�on of fhe material he►efn or substantial quotafion oF ilsepravlslons
wlthouS wrilten permistlon uf the A1A vlolatss t�e copyright laws of the United 5tates and will subJeci the
vlolator to legal prasecutivn, WAEtNING; Unlicensed phatocopying violares tl.5, capyright laws and wfll
subJect fhe violator to legal prosatutian. ihis dacumens was electronirally produced with permission of the
AIA and can be rapraducocf in accnrdance wiFh yo�r Ilcensa wilhou� vlo�aflon untll tltic date oF expiraticn as
nalcd holaw, axpfratian as noted below. usar aocumenrr 976141- UTY �F CLEARWA7ER BP7o42.AlA --
7123/2002. AIA License Number 1I�0919, which explres on 3131Ct003,
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Thls darumenl has lmport�nt Ieg�f
consequencer. Coruultarion wl�h m
allarney is encouraged wrfh resperl b
ifs romAletlan ar modillca�Fan.
RUrFlE'NTlCATI AN AF THlS
�c�rrsaNrcauY vwu�r�� ara
DOC{1MfNT MAY 6E MADf BY U57NG
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AIA �QCUMENT 8141- 1997
STANAARD FORM AGREEMENi
ihe Amerfran Instiiute of Archltects
1735 New York Avenve tV,W.
Washington, !?,C. �d00G-SZ92
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Docutn�nts,lhe Archilect shall speciFy a��{trapriate erforsna:�ce n�3d desi�n critrriu tit�at suc1�
services inust a�tisfy. Shop I]ra�vin�s and oty�er su�inittats r�tutcd ia thc Work d�:signed or
cettified Uy the cfesign professianal �etatttec! Uy 1�1c Cot�lraci�r shnli hrar s�ch profcssirrttal'�
written al�ptoval wlSen submilied t� lhe Architrct, Thc Arcl�itCCt s�iai� Ur en►stled ia rely upan
tiie �ciec�uacy, �[ct�tacy and tamp�et��tess af t�te servicea, cerii�ratio�ts or appravals �er�ortn�d
!�y such �iesig�s pxo[cssionals,
Z.6.5 CHANG�S iN iH� WORK
2.6.5.1 The Atchitect shail n�p�te Clti�stige Orders un�l Canstruction C�iatsge Direceives for
the Ormer's apgrnvaf and execukion in accotdance wit� thc Contract Uocuments, Thc
Arehilec! inay autharize minor chang�s in the Wark not ir�volvjt�g an s�rijuslment in C��ylract
Suin or aiz extension aF the �antraci Titne �vhsch ure tansislcnt with the irrleut aF the Caniract
Documents. If nefessary, ti�r Archa�ect sh�i� preparc, re�raduce and dislribute Drawings mnd
5peciFcaliana tn c3escribe Wark io be �dded, dciete� ar modified, as ��ovided in Parag�ap2s
s.B.x.
2.6.'�.2 The ArGt�itect sltall revicw �Sro��ersy �repAred, titnely requests by ihe Otv�3er ax
C�ntractor fnr changes is� thp Work, inci+�ding adyu�tsnents �o tl�e Can4ract 5um or Contracl
Timm. A nrapc�ly pte��ued request �'or a chan e in �he Work sh�li be ace4mn��sed by su�ficient
supPorting data And ��sfnrmalion to �etsssst t�e Arc:�itect la makc a reasanaU]e delermination
tiYithaui extensive invcsiigalion ar preparaiinn of addilional drawings or s�secif"tcations, rf thc
Architett drternti�ics lltai requested changes in the Wurk �re nat tna�erially dillcrettit from thc
rec�uirements di the Cantracl Dacuinsnts, ihe Arehitect cnay issue an arc3er for a minor chan�e
itt the Wark or recnmmend to the 4►v��er tnat the reRuested change �rt denied.
x.5.s.3 If the Arc��iied c3etermi�ies lhat itn�jet�ei�tatio� af s.itie ret�uested chas:ges woutd
resaf! in a materigl ch�ngc lo the Conkract ihal may cAUSe An ad�usimen! in the Conlract Tisne
or Conttact Sum, the Architect shul� malcc a recommendation to the Owner, wha may
authozize futthex itivcstigation nf sucli change. Upnn suclt authnrszcttivs�, a�d based upon
inFoxtnatiatt hett�ished by the Caniractor. if ariy, t4ze Architeci shalt eslimate the additional cast
and time uia! might xesult hotn such change, includi�� any �dd'stional casts ntirif�uiabSe ta a
Changc in Services vf the Architec�. With the t}wner s apgroval, �he Arcl�itect shal! incarporat�
�hose e9tima�e, into n Ch�ngc Orc�er or othes ap�ropriate c3a�umcntatinn Tar the Owner's
c�acecutian ar aegotintion with the Contractar.
Z.5.5.4 TS�e A�tit� alaayl m�intain records te�ative ta Changes it� the Work.
2.�.6 PROIECT CoMpL�x�oN
�.6,6.� The Archikec� shal� conduct insrectious lo determYne the date qr d��es r�f Subslaitlial
Catnpsetian and the da1.e of �nal cotr�pletion, shuIi receive ftam tlze Coritractnr and fonvar�i ta
tl�e Qwner, fnr t�e Ows�cr's review anci rernrds� Wfl1t@Il WACCal1tlCS IICIa i@�alCa c�OC11iY]CiS[5
requi=ed by lt�e Ca��iraci Docunneltts attd asserti�Zed by il�e Co�7tractor, and shmlk issue a fiiial
Cerlificace [or Paymekit based upon a Final ins�ection uidicatir�g tiie Wark cnm�lies witl� tS�e
requirements aFthe CatttraM I�ocumeuis.
�.fi,6,Z T�e ,f1rr,�itecl's iy�spcci4on s1�u1i be conduc�cd wiih tlse Owner's Designated
Represental�ve io check confarmante fl€ ihe Work with ihe t1equirements af �he Conlracl
Dacumen�s and to verity i�e accurRcy and co�n��eteness af the �ist stsbinitted by the Contr�ctor
a�' Wark to be camp�eted ot correctrd,
r�u� ta
fNs docur»rnt has irnporlant 1ega1
cohseq�eht�s, [art�ultatton w!!h uf
aftorney fs �nrovraged wrth re�pect to
fls campletlatt ar rnodlFlraftan.
R�iTil�NFiCA�tON OF 7N1S
EL�CIRONICACLY 1NL4Fi�� NA
ObCi1MFNT MAY eE MAAE' 13Y i15�YG
A!A AOCUMEN� D4Q�.
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A!A Ac]GUMEN� BI4T -1�97
57AIVDARa FORM AGR�EMENi
2,C,f.3, When !hc Wark is faund to t�e suixctar�tiat�y cainplete, �iye hrchiiect shnfl infarm the T}�� p�erican Instktufe of Arch�tacls
Otmer about the �aiat3ce af the Caf�iract Surn remainv�g tQ be guid tlie Cnn�:actor, sf�clud�ng 1735 �lew 1la�k Avenue c�,w.
Rny amounts nneded to pny far fnal comp�etinn or corrcctian of che Wark. washingtor,, p,c. 7o�n�•3��Y
Z.6.G.4 Tlre Archilecl sh�11 rcceive iram tl�e Con�ractar aud foruvard to t�e Owner. (�} consent
oEsurcly nr �uretles, #� as�y, lo led�seiian in or partial rci��se af retainAge ar t�►� makisi� nf fsnal
� � 1 � � � � r � • s r t � y C ii1£i Cdf)
sr��ure a� Archltects, Reproducqo� af the materla� k,oraln ar subslantial quotatiop aF i�s provlslo�s
�fhout wt'iSten per�lsstors aF 1ha A}A viafates ihe ca�yrlght iaws af the tlnitar! 5lates and w1!! subject !hu
at�Tor io lagal prn:ecutlon. WARHl�IG: Cl�llcensed p{�atocn�ying v}o4atez U.S, copyrlght �aws and w�ff
�r�ec! ihe Vlc�iafor ta 4ega4 prnsecutiotl, ihia dacumenr was electranicaliy praduced wlth permission n4 tt��
q and ca#� 6e reproduced tn $ccardance v�{th yaur Ilcense wiihnut violatic� until the rtate oi expiratton as
����� �`�W�p l.i�Cer�se Number�l 009119, whI h e pir s an 3l3g1 g0o3* �kM Of CtEA4iWAiER BP7o4�.AlA --
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.2 �,Afi� 5411'VC� SetY�CCS
,3 Geolechnical Services
,4 5�ace Sc�t+�malicsJr(n�y niagra�ns
.5 Existir�g F'acilities Sun�eys
.d �conomic t'easibil{ty Studics
,7 Site Analysis and Sele�tion
.8 �nviranmenisl Siudies s�sid
Repotts
.g �wt�er-Su�plied Daia
COD1��113R.lOCt
,ia Schedule Develupment and
. Manitoring
.0 Clvil Design
az Landscape Design
.j3 Interior Design
.t4 S�ecial Hidding urNegatiation
.ts Vulue Atiulyai�
.t6 Delailed Cast Esiimatit�g
,x7 On-5itc Project Represej�i�tion
ae ' Canstauc[ion Man�gemeni
:�g Stari-up Assistance
.za Recard Drawings
.zi i'ost-Contract Evaivation
,s.z �'enAnl-ReZatec� 5etvices
.x3 Masker P�anniQg, �
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Description oFSetvices.
(Insut detrripeio�u eflbeserviecsderigparrdJ
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ARTICI.E Z.9 MODifICAT[ONS
2.9.1 Modificakin�s i� this Standard Fonn of ArcS�itec�'s S�rvices: Desigxi and Contr�ct
Admi�isiration. if any> are as fallaws:
?_�.2 Natwiihstandina 2.2.'E.2�/,�c�jtect.mavSufni h�.�ivg�if deslred,�v O�n�r
2.9.3 Notuv�khstandina 2,�.'1,3 sgti��itect mav fu�pish.Geoteci�nic lnves�at��n,'�
.� a��(C��wn�r .
�.g.d ��,t�standEna 2.�.2. tt�e Pro, ct Schedule is as_qrovideci bv_Own�r
I3y its exece�tinn, lhis Siandard �ornn of Ate2iitect's Servicea: Design a��d CoititTact
Administtatiun and modiGcations hereio erc ��Qrn4�e�a into the St�ndanl Form of
Agreement Between tlae 4wner ahd Arcl�itect� AIA Document Iiiq:-�9g�, thae �,tas enteted iniQ
by the parties as oFthc date: �
5es ACCached SignaCure Pa�e
�WN�R (sian�tu�1
Pnrir uame�en u[e
f'A(aE �5
Thls documenl haslmportanllegal
ronsequeltces. tanstrlla!!on wJlhan
aTrorney ls enrnuraged wlrh respect ►o
lts compf�rlon or moriif�calJon.
AurN�ru��cnr�a�u of ryrs
ELECTRQlVlCALLY QRAFiEU A!A
poGJMf1Yl' MAY SE MADF 81' USIArG
AIR DpCUMfNT D90J.
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AIA []t?CUMENT B14i • 1�9�
ARCHIT�CT (S�gna�wr) SiANbAEib F�EiM AGRE�M�NT
The Ameritan Institute oF Architects
a735 New Yvrk Avenue N.W.
(»ni n�urle+v! t,t r . WashlrtgtoF�, D.C, 200D6-5x92
'#�sthutR of Architects.�Repraduction of 1he ma4erlal hrteir� or xubstanNal quatation oF Irseprovfsluns
w�thous writtan parm�sslen of fhe AIR vldiatns 1ha capyright }aws of th� linited Sfatas and w11! su6ject ihe
vioia�tcr to iagal proxocutlan, WARMiNG: �nlfcensaci �hntncopying v�fllates u,s, copyrlght iaws and wfl�
subJ�cr �ha vtctaror ra �ega! pra,�rui�an. �his documant Was elecitan�r�lly producod with permissian of the
AIA �nd cen hc reprarJucad tn accordance wilh your Ilconse wllhaut vEalatia� until 14►e data c� expivation as
rrotad Gelow. �xplreNon as noted be1oW, User potur�7�ntt 979141� ClTY OF C�EARWAi�R BpTO42.AlA --
7/23/2002� AfA Lfcpnsa Number 11q09i5, whic� eHplres nn �13UZ003.
� 22
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!' City of. Cl�arw�ter Signatur� Page � � � • • �
'' Standard Form of Agreement Between Owner, and Architect . � �
Wi#f� 5#andard Form of Arai�itec#'s Seru�ces ,. '� � �
� � , For Lunz Prebor Fowler Architects for ' , . . � � ,
- � . Rass Norton Recrea#ion Center , � . , �
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, � . , � Countersigned: . , , � � . . CiTY OF CLEARWATER, FI�ORIDA ,
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;.. •' � � , � griar� .i, Aungst, � � William B. H�rne II . � . . � .
, � � Mayor-Commissioner � City Manag�r , , '
� Approv�d as to form: � � Attest: �, �
� .. � ��I , y � � � �
� . ' � D. Ruff . � Cynthia E. Goud�au , � � , � � �
��� Assistant City Attorne , C�ty Cteric .
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DATE: July '� 2, 2a02
CiTY OF CE,EARWATER �
PARKS AND RECREATI�ON DEPARTMENT
WORK ORDER 1NiTIATlON FORI"Ui
� • .
'� . � PROJECT. TITLE: � . �
� Ross Norion Recreation Center ' ,
2. SCOPE OF WORK: , � � � �
Please refer to Attachment "A" — 5cap� af Services
3. PROJECT GOALS: � .
The underlying gaal o� this assignmenf is tn design and construct Ross Norf�n
,. Recreation Center to serve the cEtizens in that area as wel! as surrounding �
nefghborhoads up to approximakefy two mifes. .T�e sEte includes a 10-acre area of a 37-
acre park located f� 5aut�west Clearwater at 'f426 S. Greenwoad Aven�e. Additionaily,
� , some components of t�e facility will draw r�sid�nts on a ciiywide basis ta participate in
programs a�d activities. The design wiil incarparate existin� o�tdoor facilitfes inta an ,
�." ov�ralt recreation camplex fhat will provide a wide range of recreational programs and
' servic�s fo satisfy a broad scoPe of interest. Program emphasis wilf 6e placed on sparts ,
ar�d athletics pred�minat�ly for middle schoal to young aduit populat�ans.
4.' � BUDGET: ,
. A Lump Sum Maximt�m Fee of $192,393 has b��n estabfish�� for fhfs asslgnmeni.
�t�mp 5um amounts snall be �y task ��rsuant ta the approv�d Scop� af Work. This fee
includes all reimbursab�e, and no additianal funds wiil be provided by th� City. Please
refer to Attachment "B". � �
5. � SCHEDULE:
Please refer ta Attachment "C" Scnedule.
6. CCIRRESPONDCNCEIREPORTING PROCEDURES; �
, .� Cor�espand�nce and phased plan submittals will be sent to Mr. Leroy Chin, R.L.A., the
� City's Project Manager, with copfes to Mr. Art Ka�er, Assistant Director.
7. lNVOIClNG1FUNDING PROCEDl1RE5; , �
The budget for this assignment is a Lump Sum amaunt of $� 92,313. Invoicing met�od
B, Lump Sum Fe� shall �e used, Invaices will b� submitted to Mr. Art Kader w'tth a copy �
' to Mr, Leroy. Chir�. � � �
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� � � � City Invoicfng Code: 315-93253-563500�572-000 � " �
' , . � 8. ENGINEERINGIARCHlTECTURAL CERTI�ICATI�N: ' .
' .� � l.u�z Prebor Fowler Architects hereby cer#if��s as licensed Professional Architects, '
� registered in accordartce with Florida Statute 471, that the abnve projects sit� and
� � .' building constructio� pla�s meet ar exceed al! applicable deslgn criteria speci�ed by City ''
, �� �� municipal ordinance, Sfate, and Federaf established standards. Lunz Prebar �owler ' i
� , Arc�9tects ur�derstands that it is our respar�sibility as the project's Professional Arcl�itects � .
�, to perfarm quality assuranc� revfews nf fhese submitt�d plans to ensure that such pla�s
, are free from errors and/or omissions. Ft�rther l.�rrrz Prebar Fotrv[er accepts that ti�e
� � : City's.Final �nspection for a Certificake af Occupancy doe� nat reEieve us of aur own
; ,; , ' � � . c�uality assu�ance review. � � . , �
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'.�� � Lunz Prebor Fuwler Architects hereby certifies that all facilities will be built subsfanfialiy
�� . in accordance,wiih the ?rproved permit design plans and khat any su�stantial deviatians
��. ,. � � � should not, ta t�e best of Lunz Prebar Fowler Architects Ecnawledge, information and , �
'. � .�. �elief,'prevent #he system from f�nction9ng irr compliar�ce witi� the requirements ai
' � applicable regulatary authority. - �
:. � This certification shall apply equally ko any furth�r revision and/ar submittal of plans,
. camputations, or oth�r project documents that Lunz Pre6or Fowler ArcF�ifecis may , . �
. • . � � s�tbseqt��ntly tender. , . � . ' . �
� � PREI�ARED BY: � �
.� CITY: � ` .
,� Kevin Dunbar, , Date Victflr M. Prebar � Date ' �
�. Directar, Parks R Recreatior� Department Lunz Prebor Fowler Architects �
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, � �,. � . ' � � , � List af A#tachmen�s �
� � , � . . R4ss Norton Recreation Center .
. �, � Architec�ural and Ci�ii Engineering S�rvices .
� ' �Attachment: A Scope o� Services , � �
'� � . B Bas�c Serv�ces Fee, Pragram & Construction Cost
; � . , � � , � Summary '
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� • C Design Schedule , .
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� . � � D Pubiic Wvrks�Admt�istrationlEngineering�Au#o Cad
� . , . I�rawing Forma#s
' � � E . Pianning & Development Sen►ices Administrafion-Permit
� ' � � Appiication Checklist �
�. �. �. � F Florida. Enerqy Eifciency Code for Building
P . . � � � Construction-Chapter 4-Cammercial Building
, � � . . Compliance Methods .
. • � � . � G Planning & Development Servic�s Administra#ion - Lisi
� . � � . of current Codes Enforced Juiy 'i, '1999
. �.� H P'lanning & De�e[opment Sen►ices Administration-
' " , � , Supplemental Information for A1f Sign Applications
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�� � � � 1 Planning & Development services Adrriinistration-A �
� . � . � � Application for FencelWail Permit
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ATTACHMENT "A" �
� SCOPE OF SERVICE .
' � ROSS NOR'iON RECREATION CENTER
ARC}�IITECTURAL AND CIVlL ENGINEERING SERViCES �
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Project Des��iption . .
The City of C�earwater plans ta const�uct a recreation center in the South Gr�eenwood
� Community at 1426 South Greenwood Avenue. The center will be comprised of �
� approximately 22,000 sq. ft: buildir�g which wiEl inc�ude a gymnas�um, multi�purpose
roam,'gymna'stics center, cater�ng kitchen, storage offices, r�st roams and
. infrastr�cture including�parkir�g and utililies. Also, #he design wi« incf�de tying it� other
outdoor recreation ameni#i�s such as the �aal, outdoor basketball courts, ballfietd,
� picnic area, etc, into the building design. The desir�n consultan#s agree to deveCop the �
�� recreatior� and aquatic's cent�r �ased on attachments D, E, F, G, H, & I. Based on
� - public input and staff recommendations following is #he �relimi�ary programming space
needs for the buildir�g.
� Gymnasium 8�000 si �80' x � 00' one full size ct., 2 practice courts)
Gymrias#icl��eerl 5,300 sf (53' x 100' �ermai�ent spring floor, rope5 course)
. � Ropes course �
Teen� Lounge � ,QOD sf � �
Multi-p�rpose 3,000 sf {40' x 75' can be divided into 3 rooms)
.Catering Kitchen 500 sf
Vending Area � 100 sf � �
S#oragelcustodial 1,000 sf .
Rest rooms 500 sf ' � � �
Staff Area 700 sf , � , .
�. Gircuiation and walis 1,900 sf� �
Total building sf � 22,000 s€ � ��
Ci�il Enaineerinq �ervices
7ask� 9.0 Dafa Cotlection � � � �
,?.4 1"he City will provide a design survey o€ tl�e pro�ect sfte includjng boundary,
' topography on a 5� {fifty} foot grid, visibl� utilities, abo�e ground improvements
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�� and tree location. The information should be ptesented accordEng to Attachm�nt
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Tas�t 2.D Demoiition Plan
.� � 2,1 Given the site survey Lunz Preb�r FowlerArchitects will provide a demolitian
. , plan to address �the r�moval of structures, �rtitities and trees that will �� in conflict
.� � wit� the proposed site plan. � .
2.2 Preliminary utility coordination will b� provided in conjunction with t�e proposed
site and demolition plan. This coordinatian wifl be limited to contacting the
appropriate utilities for comment regarding the removal and relocation of utilities
� and coordina#ion with the architect fior locations of pro�ose� utilities.
Task 3.0 Civil Desic�n Packape
�:3.� L.unz Pr�bor Fow�er,Arc�it�cts wil� �provi�e a set of civil engin�ering construction
�. � .� documents for the proposed recreatior� and aquatic center. Items to be incl�ded
, in this set of construction documents will incfude:
•� Civil S�te plar� v►r�th t�e.appropriate zoning information
• Pa�ing, .Grading and Drainage plan incfuding a storm water managemer�t ,
p[an. . .
• Utility plan including sanitary sewer and domest�c water connections ft-om the
proposed buildfngs an� pools to the p�blic utility system. �
3.2 Lunz Prebor Fowler Architects wiEl provide technical specifications for the ci�i!
si#e aspects of the proposed construction.
� . , Task 4.0 Permittinq Assistance
4. � Lunz Prebor Fow�er Architects will sched�le and attend pr�-application meetings
with the City of Clearwater and the Southwest Florida W�ter Management District
for the proposed d�velopm�nt. Based upon these meetings and the r�les and
regulations of the �erm�kting agencies, Lunz Pr�bor Fowler Architects wiil �
. , de�efop the required construction dacumPnts. �
� ' 4.2 In canjunc#ipn wikh the construction documents, Lunz Prebor Fowler Architects
.,. � will provide any necessary reports and will f�ll ou# the appropriate application
, package� for submittal to the p�rmitting agenciss. Ltanz Prebor Fowler Architects
wil! submit these docum�nts, along with the construction documents to the
. ' ' foilowing regufatory agencies:
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+ Ci#� of Cle�swater Site Develapment Permit for the civil site asp�cts of the
project , - .
• Soutf�west Florida Wat�r Management District Er�vironmental Resource
� P�rmi# �
• FDEP Domes#ic Water Permit through the PEnellas Co�nty Public Health �ni#
e FDEP Permit to Cor�s#ruction a Sani#ary Wastewater CollectionlTra�smission
5y5tem
4.3 While not anticipated, L.unz Pre�or Fowler Architects will prepare up to two (2)
. responses and �evise plans per comments from each ofi the appropriate .
regulatory entities. The Glient and ii�e Design Team w��I assist Lunz Prebor
Fowler Architects in the preparatian of these responses by providing additional
� info�ma#ion or data concerning .the proposed dev�lapme�t, as required.
Task 5.0 _ Meetings
5.1 � As requested by the Cii�nt, �unz Prebor Fowter Architecks wi11 conduct a�ublic
invaivemen�l�n�ut meeting to address the cor�cerns and desires of the end users
of tlie proposed faciiities. ,
5.2 Lunz Pr�e�or Fawfer ArchitECts an#tctpates br-w�ekly design #eam meetings to
coordinate the design elements of this project. After the desigr� phase, Lunz
Prebor Fowler Architecis also anticipates construct�or� meetings durir�g the
cons#ruction pi�ase of the project. Lunz Prebor Fowler Architects will att�nd
�esign phase and construction phase meetings as part of the scope of services
provided.
Task 6.0 Construction Phase Services
6,� �unz Prebor Fow�er Architects will provide limited engineering construckion phase
services including consfrc�cfion observafion, document review, change order and
substitute revi�w, and cerkificatians of substantiai completion to the regulatory
�' agencies. �t is assumed the City wili pro�ide primary day-to-day construction
services and will notify �unz Pr�ebor FowO�r Architects at se�ect cor�struc#ion
milestones to inspect a�d csrtify const�-uctlon actrvit�ss. Lunz Prebor Fowler
-. Architects will provide six meetings associates with this taslc. Cert�ficatior�s will
� be based uporr site observations and as-bt�ift lnformation provided by the
� Contractor. Lunz Prebor Fowl4r ArcY�ikects wiil respand to aii requests for
. information by th� contractor during the construction activities. Re-inspection
and additional certification responses due to construction deficiencles are not
included in this �greement and shall be performed or� a time and makerial basis
�, consistent with #he attached billing rate schedule.
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Task 7.0 Additiona! Services
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��" 7.1 Additional services outside of this scope of services wifl be pro�ided as drrected
� by the Client utilizing th� attached curr�nt billing rate schedUie. �.�
.� 7'.2 Lur�z Pr�bor Fowler Architec#s wifl provide Geotechnica! services for the
� � pro�osed buiiding and parking areas. �
Architectural Scope of Services , . .
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Task 8.� ,� Master Planninq �
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° � OBJEC7lVE . � �
'. To determine #he best �ocations for the �uildir�g, connection to the pool, connection to .
� other park ameniiies and parking on the site.
SCUPE OF WORK ,
, , 1. . Make a visit to the site to survey field conditions. � �'
� � 2. Review future constnackion �roj�cts andlot building expansion.
. .3. Generate numerous concepts to eva�uate placement of building and'site �elemenks
� � . on the available land parce�. . . , �'
•� 4. Eva(uaie pros and cons and compare fo or�ginal Iis# of goals.
� �5. Meet with Ci#y of Clearwater Staff to rev�ew conce�}tua� sike plans.
�, 6. Prepare estimate of prabable construction cost. �
�� , � 7. lnftiaie Si�e Survey , .
. SPEGiAL REQUIREMENTS � .
�. This work assumes that the final program is known and will not change. ,
2. Review future construction proj�cts andlo� building �xpansion.
. , 3. Consider en�iro�mental jurisdiction or Regulatory agencies.
DELIVER.ABLES � ,
1, Prelimi�ary Site Plans � 1'I" x 17" - colared.
2. Final Conceptual Site Plan - 11" x'i 7" and 24" x 36" format,
3: Meeting Notes.
4. Boundary and Topographic Survey, {Bas�d on Attac�m�nt "D") .
5. Estimate of prabable construckion cost. �
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Tasfc 9.0 Schmetic E]es�yn
� OB.lECTIVE
� � To furfher deveiop the site pfan ar�d floor pfan and prepare the Sct�Emafrc Design
. package. , .
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SG(?P� QF WORK � ' ,
1. Building Code Review and Docum�ntation. � � �
2. Furkher developmen# of t�e site pian.
. 3. Prepare flcor plans based on apprpved M�ster Site Plan.
4. Develop exterior ele�ations and building sections to illus#rate d�sign aesthetics and
building volume. : � �
5. Create study models using computer made(ing and/or chipboard. �
6. Meet with City of Cl�arwater StafF #o review pians.
7. lnitiate coordination with fhe various consultants.
� 8. Update estima#e af proba�fe cor�structior� eost. -
SPEC�AL REQUIREMENTS � �
'� . This work assumes or�e conc�ptual site �ian has ��en s�lected and wi!! not change.
DELiVERI�BLES . .
1. Archit�ctural Plans, Elevations, Building Sections, Wall Sections.
2. Meeting Notes. ,
3. Estimate `of probabCe construction cost. �
Task 1U.�_ D�siqn Deveio�ment
OBJECTfVF_
,. Arc�itect ar�d consultants iv prepare mare det�il�d drawings to illustrate all aspects of
tl�e proposed design. �
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� SCOP� OF WORK
;'� . Prepare more detailed drawings ta illustrate all aspects of the prvposed design
. based upon app�oved Schematic D�sign Documents.
. , 2. Detail canstruction materials in wal� sections.
3. Prepa�e outline specifications (isting #he ma�or materia�s and room �ntshes.
� 4. Meet with alf Design Team cr�nsultants and coordinate systems.
' 5: Evaluate differ�n# mechanicai systems. -
6, Coordinate drawings and bacicgrou�ds witl� all Design Team cons�ltants,
7: Meet with City of Clearwater Staff #o rev�ew plar�s.
8. Attendance at one Neig�tbor�ood presentation meeting. "'
� ' ` 9. App€y �or SWFWMD Permit. �
� . 1 Q. Upda#e the estima#� of pr�bable construction cast.
�. 1 �. lnitiate So�ls Repor�.
, � � �2.lnit�ate Geotechnical Repo�k. , ��
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SPECIAL REQt11REMENTS �
�. City af Clearwater to coo�dinate neighharhood presentation m�eting.
��LiVERABLES �
Not��that � sets of al! deliverabl�s will be provid�d.
�. Archit�ctur�l Pians, Elevations, Building Sections, Wall Sections .
. 2. Mechanical, El�ctrical, Plumbing, Life Saf�ty Engin�ering Plar�s and Details
3. Structural Engineering Four�dation and Framing Plans
4. Civi) Engineering Grading and. Drainage Plans
, �. Laridscape Plans �
6. O�tline Specifications
7. Meeting Not�s � � � .
� 8. � Rendered Site Plan, Floor Pian and Elevations for neighborhood presentakian,
� 9. Estimate of probable construction cost � , ,
�I o, soils Report.
11. Geatechnical Report. �
TasK 1'I.0 Construction Documents .
OQJECTIVE
Based upon approved Design Developmen� Documen#s, de#ailed drawings and
specifications will be creat�d for bidding and �ermitting. These drawings shall be
dev�loped according to Permit Applicatior� checklist Sign ApplIcatians of City of
Clearwat�r Plar�ning and aevelopmeni Services Adminisfrafion.
SCOPE OF WORK ,
1. Pr�epare more detai+ed draw�r�gs to ill�strate a�l aspects of the propos�d dssign
based upan approved Schematic D�sign Documents.
2. Detail cortstruction materials in wall s�ctions.
3. Pr�epare detailed technical speci�ications.
4, Review City of Clearwater front endlg�neral condikians specifications.
5. Meet witi� al� Design Team consultants
6. Update drawings and backgrocands for all Design Team ca�sultants. �
7. Meet wit� City of Ciearwater Staff to review plans. �
8. Update the estimate of probable cor�str�ction cost
9. 1�-house Quality Control .Document Check at 4D°14, 75%, and 9a% Review.
SPEClAL REQUIREMENTS �
1. City of Clearwater Siaff to review a 40%, 75% and 9Q% Document Cf�eck Set.
DELIVERABLES �
No#e that 3 sets of ali deliverables will be provided. ��
1. Architecturai Plans, Elevations, Building Sections, VIlall Sections, Interior Elevations,
interior and Exterior Details, �ta.� � �
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2., Mechanical, Electricai, Plumbing, Life Saiety Engineering Plans, Leg�nds, Dekails,
. Scheriules, Notes, Risers, etc, �
3. Structura! Engineering Foundation Plans, Framing Plans, Wal� S�ctions, Details, etc.
4. Civil E�►gineering Grading and Drainage Plans
5. L.andscape Pla�s
6. Outline Specifications . �
7. Meeting Noies
8. Est�mate of probable constr�action cost �
9. List of Material S�ubrnitiais and shop drawings required by the Ge�eral Cantractor.
Task '12.0 Biddinq and Permii Review
QB.fECTIVE
Facilitate competitive bid prices from General Contractors. '
Facilitate the Bu�ldir�g Permit for Constructian from the City of Clearwater.
SC(�PE O� WORK
1. Attendance at the P�e-Bid Conference,
2. Distrib�te Pre-Bir1 Meet�ng Notes.
3.� Respand to Contractors questions. . .
�. lssue Adder�dum.
5. Respand #o I?ermit Review comments.
6: Revi�►rv competitive bids and make recommendation for award.
7. Submit drawings to SFWMD and Pinellas County Heaith Department. .
� SPECIAL REQUi�tEMENTS
� 1. = City of Clearwater to submit for Permits. Design team to answer an� prepare new
, drawings, if required to obtain Permiis. .
� 2. Cify of Ctearwater to pay Permit apu�ication f�es. �
3. City of Cleai-water to handle distribution of Bid Documents.
� 4. City o� Clearwater to pay for all prin#ing of Bid Documents. �
DELIVERABLES
1. 3 sets signed and sealsd Construction Documents. (D�awing & Technical Spec�fications)
2. 1 set of reproduc�ble Construction DocUments �drawings on 24" x 3fi" plotter vellum
and speci�catians on single sided 8 112" x 1�" format}.
3. 1 zip disk containing al� Construction Documents in AutoCad format and Technlc�l Speci�cation �
in words for win�ows format. �
4. Addendum and Revised Drawings as required.
5. Permit Review Comments as required.
6, Up rate of Est�ma#e of Probable Construction Cost.
7. 7 SignQd & Se�fed Sfie Pians. �
8. 3 s�t of signed and se��ed Energy Management Calcuiatioris � ,
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Tasic � 3.0 Construction Administration � �
�� OBJECTIVE � .
� To assist the Owr�er in making s�re tha# th�, project is buil� according to t�e plar�s ancl
specifcations. To assis# tF�e Con#ractor when conf�icts or clarifications are needed to
#�e pfans and speci�cations. The arcnit�ct and engineers will make p�riodic sit� visits
� to observe construckiun and follow the progress.
� SCOPE 4F WORK .
� 1. Attend�nce at meetings at #he praject site. �
2. Meeting noteslFieid Repor�s to document me�ting agenda and constructian status.
,�'3. Shop Drawing Review, as required.
5. ;� Review of General Con#ractor's Critical Pa#h Schedule. �
�� fi. R�view of General Co�tractor's Schedule of VaEues.
, 7. Review of General Contracior's Pay Appiication, � �
4. , Telepho�e coordination � .
5. Respond ta Contractors q�estions and need for clari�catians, as r�quired. ,
.� 6. Assistance witt� fir�al color seleciior�s for irrt�rior and exierior finishes. �
.. 7.,� Attendance at S�bstantiai Completior� walk-�hrough. , �
8. Pre�aration of Punch Lisf.� � � �
9. Attendance at Final WaIk�TY�ro�gh (one-time only}
. 10. Upda#e Punc� List. � . �
CONSI�LTANTSISPECiAL REQUIREMENTS �
1. Owner to coordinate GroundbreakinglGrand opening activities.
2. � Owner to coardir�ate Sched�ling of tours through the B�aElding.
3: Materiafs testing laboratory by the Cor�trac#or. -
� � QELIVERABLES �
'� . ArcMitects Supplemental Instr�ctions and Drawings.
� , 2. Meeting noteslField Reports (e-mailed or faxed).
3. Planned Canstruction Site Visits are as #ollows:
F � ' D1SCiPL.1N�
� Architecture
� ElectrFcal ��
� Mechanical
' S#ructural
PLANNED S1TE VISfTS
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Includes one pre-construction meeting, one subs#antial completion walk-through
and one final walk-through. .
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Task 14.� Fire Protection
.�
OB.�ECTiVE
�. To provid� engine�red fire sprinkler plans ar�d hydra��ic calculations in a�cordance wit�
current NFPA codes suitable for bidding, permit and construc#ion. � �
�
SCOPE 4F 6IVORK
1. Review survey and check with City to cpnfirm 'existing water andlor provide new tap.
2. Proj�ct meet��g with Architect. . .
3. Prepare fire pratection draw�ngs for bidding and �ermit.
SPECIAL REQUIREl1�ENTS
1. This assumes thai t�� entire building wiEi be sprinkled.
D�LIVERABLES
1. Preliminary Fire Sprinkler Plans will be incorporated into Design Development
package. �
2. Creation of Estimate of Probable Construction Cost. �
3. Final Fire Sprinkler Plans and Hydraulic Calculations wiil be incorporated inta
Construction Docurnent package.
4. Fire Sprinicler Speci�ications.
Task ��A Threshold (nspectian
O�,lECTIVE �
To provide engineering oversight d�aring critical tim�s d�ring construction. Tf�trty-on�
{31 } visits are anticipated.
SCOp� �F WORK
�. Visit construction site at times outlined by tiie Threshold Inspection Code and as
determined by the Structural Engineer. ,
2. � Prepare Field Reports, for each visit.
3: Distribute Field Reporfs, for eacl� visit, ��
SPECIAL REQUlREML�NTS
1.` This assumes that Cantractor follows a reasonabl� construction scheduls and fhai
Construction Time does not exceed what is called for in the Contract. .
DELIVERABLES �
1. Threshold Inspection Field Reports, for each visit.
End of Scope of Services
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� . � ' - ATTACHMf��1T B . � .
, . ROS� NORTON RECREATiON CENTER
', BASIC SERVICES FEES� PR�GRAM AND CONSTRUCT[�N C05T SUMMARY .
� , BASIC SERV�CES . � :
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' New Recreatian Bt�1lding and Proposed Constructian � .
. � 22,QOQ square feet times $90.00 per square foat equals �$�,980,fl0�.p0
. , Site ar�t# Lar�dsca e Co�struction " � ' $ 125 �A0,00 �
� � � , . . , , TOTAL coNSTRUCT(ON $ 2�1a5,aoa:oa ;
� � �esign and�Engin�ering . � , � .
� . Maeter Plannin9 . . � � � $ 5,25D.fl0 .
AIE B�sic.Design Services � � � 172,OQ0.�0 �
� Additionai D�sfgn Servlces . $ � p,5pp.p� '
' � � Reim�ursables � . $ 4,563.Od ;
� - � � - .' �. ' � TC3TEiL DESIGN S�RVIC�S Bl1DGET � . i92,39�.OD '
� " : � � . . � TOTAL.BASIC SERVjC�S BUDGET $ 2,297,313,00
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;,-, - BP74Z4 f3 CQNSTR COST -AT7ACNMENT,B 47i�40x�revfalon7R3!(f2 "At#achme�t 9", page 1 of 2
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� ' � , � � �. A�'TACHM�NT ��C�� � .
. �� � '. � , DES�GN SCHEDULE �
� � . . � � . � . RASS N�RTON RECREATiON CENTER ,
. ' Desigrt Team: � . � � .
,��. Lunz Prebor Fowler Architects � Archiiecture . °
� . � � � . , Mechan�caUEl�c��ical/Plumbing/Fire ' �
� � , . . Structural Er�gineering . - ,
' _ � � � � � , � Threshold Insp�ction . � ,
� . . �. � � � Civif Engineerit�g . f
. � � � . City of CiQa�water � � � Landscape Arci�it�ctu�e & Irriga�ion �'
,, � � . � � � - L.and Surveying ' �
��' .> ' � Geotechnical Testing ' . .
,! . . . , . �
� � � • . � ' Start. Complete
Master Plannir�g , , 81'19102 9119/02
' � � �wner re�iew ' � � 9119102 . 91231D2
� l.and Surveying � � 8/19102 . � , 9I2102 .
• � . � OD% Schematic Design � ' , � 9/'� 9/02 'i 0111/02 . ,
; � Owner review & Sign off � � 1 Q/11l02 101� 81U2 �
� 100% D�sign Dev�lopment � � � � 0/21/02 � 'I 11221�2 �
, � . � � . Owner re�i�w & Sign aff ' 11/221�2 �S 1129102
:' C�eotechnical Test{ng � , � 1a121102 �1'i11 �102 .
•,� 40% Construction Documents 19/29/02 12/23/02 ,�
� . � Floor Plans & Calcuiatrons �
, Owner re�iew & Sign �ff , 12/23/02 113103 ,
�� 75°/n� Construction Documents 1/61p3 � 1127/03. � �
, � , � . Owner review & Sign off � � � � 1127103 2l3103 �
� 100% Construction Documents - 2/3103 3/3/03
� . ' Owner revi�;w & Sign off , � . 313103 315103 .
, � . Bidding & Permitting . � 3151Q3 � 511I03 , �
� . Con�ract Negotiat�on' 512103 �112103 .
� Construction {�0 months) � � . 51'�2103 �3115104 �
� � � Grand Opening � Apr�t, 2004 . , �
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- � . . , � � � : PUBLIC� WORKS ADMiNISTRATiQN1ENGiNEERINC-AUTO CAD. : _ ' , . �
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� PU�L�C WQR�CS ADMIIY�ST,ErATIQN�ENGINEE�II�IG
� � ioo s. Myr�ia Avc., ��za, ��7s�-ss2o
�� � , PO Hox a7a8, Ctearwater, FL 33758
Phane: (7x7}562�75U� Fax: (7Z7)3b2-�755 ,
DELNERABLES:
T6e Cot�sttvction ar�ci os svrvcy p�ans shall be produCed on atable-hased rny�ar materigl, 24" r
3S", sc s xcAle o!' �" � 20' unless approved atherw�se. Upon request, the consultant shsli deliver
oae {1� original and eight (8) prints, signed and sealed with praper r.ertification. The survey
Coordir�ate comrof shalt tae based on 1927 Datum. ,
� Additi�nally, t�e Cons�ltant shall dcliver a 3.5 inch magnetic media camputer disk or CD Rom
� containing all pro�ect data ir� Softdesk � V�rsion 7.� ar 8.0. format complets with ail drawing fies,
�. . ar�d assaciated projcct data filcs ar if Softdesk � is not available, in a standard ASCII file. The �le
.' � � shali be a eomma or space delimited file containar�g code, poir►t �ttmber, nort�ing, easting, elevatior�
and description for each c4�ta point. Exampie bclow {Spaca Defimited ASCiT File):
P0�,1VT � NURTAIAiG EASTING E�.EV 1,��5C
284 13d1UA3.S38 i64286.Q35 25.�fl BCV
OR CO�MMA D�LIMITED ASC� FY:.E:
284,3bYAQ3,83$,Zf4Zgb.G35,25.00, BCV (PNEZD}
A r�at� shal� fo�lov�+ the code whenever �,dditianal ciarific21tion is required to describe the data
point. A� Autr�Cad Relea,se Tl�irtcen (13), Fourteetr r14j ar 10Q0 drawing frle shall be sub�nitled.
7'he dtrnv�ng ftle �hall �rrclrrc�e only ar�thorfxed fonts, shopes, lf�e types or olher attributes
con�crirrec� in the slQndard �r�toDesk, Inc. r�l�ase. .4t1 black references and xreferences cont�irred
wrthitr th� drawinR frle shull he rncltrdec� r�n �he magrletic meriia disk, Aiso, iriclud� eit}�er a pcp
plat fiie or a pen weight confguration file for }�lotti�g of drawi�gs.
CAD STANDARDS .
Gity af Cl�arwater CA.D Standarc�s wi�l be reguired an ali eiectr4nic drawir�g files untess approved
ath�rwise. If Ciry Standards arc not required the deliverabies will include sufficient informatiori
for Layer Descriptions, Plotting pracedures etc.
Plcase address any c�ueStions re�ardinb farmat to Mr. Tom Mahony, at (727) 562-4762 or cmail
addross rmahr�ny{a�clean��cr��r; fl.cpm � .
roq iorard deti��bleaJx
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,
, YUBLIC WORk�S ADR'rINISTHATIONIENGINEERING
., � 100 S. Myrtic Ave.� A�Z20� 33756-5520 . �
�O Hox 4748, Clcsrsratrx. Fi. 33758
Phone: (727}Sb2-4750, Fwc: {72?)56�-4755 '
' �, .
, � Lra��r Na�inp .
� � � Prr�f�xae : �
- D�.- prefix denotes digitized or scann�d entities
� �.EP w_.pzeFix denotes existing points - tie�.d Go13�ec��d
. EX �- prefix denotes exist�.ng en�ities -- l�.ne work �nd
symbvls' ' ,
PR.-'.pref�.x denotes proposed en�ities - line work and ,
� symbols . � �
FU -- prefix denotes �uture entit�.es ipropased but not part
o� this contract) - Iine work and symbols .
��Suffixes:
� xX— suffix denotes �ext — use for aZ1. text, no matter the
prefix ' �
. L�ver Naminq Definitions:
. ,...
� GAS ��gas'Iin�s and appurt�nances
� ELE� - paw�r lines and appurtenances
`PHDNE -- tel.ephone lin�s and appurtenances � �
CAB�E - cable t.v. lines and appurt�nances
,BOC - curbs �
WALK - si,dewalk
, .� WATER - water lfnes and appurtenanc�s, spr�.nk,l�rs
STORM - storm lxnes and appurtenances �.
� . " � TREES - trees, bushes, planters
� �„ � � ' . SAN�TARY � sana.�ary li.nes and appurtenances � �
�. ' � � FENGE - all fences '
�, �SLDG - buildfngs, sheds, fini$hed �loar �I.evation �
� ,DRIVE - dr�veways .
�' EOP -- edqe of pavemenC wirhvut curbs .� ' �
; ' TRFiFF�C -- signal poles,� con�ral baxes •
� , . TOPHANK. - �op oE bank � �
�, ' � TOESLOPE - �oe of slope � �
� ' TOPBERM - top o� berm � , ..
, ,
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- � , TO�BERM'-- toe of b�rm ' �
� . ' ,�. SEAWALL seawall .
� � CONCSI�AB - concrete s��.abs ' � ' �
• , .WAI,L �-. w�lls, excepG seawaiZ � . �
. , ;. � .. SH�RE -- shareline, water eleva�ion . •
' ` • . CL -� Centerl�.n� �� �aad . .
� CLJ - ceraterline of ditch
� � . j � • CL5 -- centerline of swale .
�� , .
, � ' COFtNER -�groperty corners� monumentataon
' `� ' � ° ' BEN�H - benci�mark, temporary benchmarks � � .
. , . . , . �
�-; ' . O�her layers may b� crea�ed as required, using above
� forma�. , .
� , Lsvar Ptot�o.tties � � . .
•' �� �, A11 Iayers wi�.1. use s�andard Autocad l,i.n�types, by�,ayer.
'' � A].1. layers wi3.� use standard Autocad colors, byl.ayez.
'.`� � �A�.�. text will use standard Autocad f�nts.
' �, '• � Text styZe .for EX layers wi�.1 use the simplex fon�,
.:ob�.iquing-angZe o� 0°, and a text height of .009 times the
� � � � � p�ot � scaZe . ,
� '. Tex� style,�or PR' and FU layers wili use the s�,mplex fontr
. ��. ,. •.� oblxquing angle af 22 . 5°, and � a text ,heigh� af . 0�� times
�� • � the plot scale. . �
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, � .� � �� " PLANNING & DEVELOPMENT SERViCES ADMINSTRAT�ON-PERMET.. � �
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���r oF ��.����vA�rE�
PLANNIN� & DEVELQPti9ENT SERVICLS ADMINISTRATtON
t�nlclp�! Sorvlcas Buklding� 100 Sauth Myrtfe Aven�e, Clearwater� �L 33758
PH4NE (727}-562-4567 FAX {727) 562-d575
Pe�r.�t�t .�►ppl�c��ivn Cl�eck�i�t
Only comp�ete permit submittals are accept�d. Complete applicatfan must ir�clude t��
fo�l�wing �s appiicabl�a to yo�r project: �
Camplete� permit applEcatian form with compiete legal descripiion {Parcef
, . Numberj.
One copy of your �ecarded NaTICE �F CDMMENCEMENT
Plans revlew fes.
�� 3 sets of signed a�d sealed drawings for intetior wark. (Two sets for Resider�#fal}
, • Drawtngs to show entire scope of work -- Floor plans, electrical, mechanicai,
�lumbing, sfructUral, elevatinns, wa�l sectlans, details, etc.
7 sets af signe� and sea�ed drawings for exteriorlsite work. (Two sets for .
Residantiai) .
� Drawings to inG�de ite�ms listed above plus drawlr�gs showing scope of site
� , work, Engineered sit� plans shall inciude paricEng layout and 1ot survey. Tree
survey slsa requfred.
�f Flex ar Flex Standard was raquirad then the Development 4rder iss�ed by ti�e
� Df�e�tor of Plann�ng must accornpany submit#af.
' Clearing S� Grubbing permit wlth tree survey.
Tree permit apAlfcatEon with tre� survey or "No Trce" veri�ication form.
'� Energy ca�culations as requirad by State Er�ergy Code.
FEMA informatic�n far fiood xor�� proper#[ss.
a. New Constri�ctian
1. Prapased �le�atlon of new cor�struction, �
' � 2. Sealed grade e�e�at�on sur�•ey �NGVD�.
3. PIanS shall be signed and sea�ed by architect or englneer. �
� b.� AddEt€ons and remodels
1. Need two cnst estimates fo� construction, ar afgned contract. �
� Bu11ding Off�cial may ask far �dditional estimates.
2. Photas a� oxfsting stru�ture.
� 3. �Iaar plans of exlstln� structures.
� 4. Elevatton Certli�^ate shawing lawest floor efevatfor� (if not on tl�),
�Completad Owner-euilder fotms for awner permit follawing contractor ex�mption
noted In Flarida Statute, Mu�t shaw praof o# r�sidency/occ,�pancy.
OTE•
,�j� a d � Edl r wir�Q� must bo_s�ub lted toqethQ�__It�_�._�,g,a
IIMS21PD51Build.ing AcpartrnentlForm� 9-001Cammcrcial checitJ,ict .cioc
Revrscd 9/26JQ0
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I� `� � � .�.. . . � . � � ' . �� � � _ :. � FLORIDA EN�RGY EFF[CIENCY CODE� F�R BUILDING. � . i
��'� °�:, ' � ' ' � ; . � ; �, ` � � � CONSTRUCTlON-CHAPTER 4-CDMMERCIAL BU�LDING � �� �
�.5 � .� � � �� � � � , . COMPLIANCE METHODS � � � ' � �
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�LDAiDA EN�AGY E�FICIC�ICY CQDE FOR BWLC3�NG CONSTRUCTION
CHAPT�R A—� CQmrnarcl�l Bullding Ccmpilence Methods
Adtrinl�tc�rad by lt�� D��ar#mer�t of Corr�munity dHntva
�orm �OC-n4
L4rnEred arid S�:zle� tl�a 6uildir�g�
ProJas Nom�;
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Addr&fls:
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Clry, Z;p Cad�:
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Zone:
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Classdicarion:
QermsS !Vo :
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�►Ll. CLIMAfE ZQN�S
SY&7'EI�AS INFOi1MAT10N
A1R CON�lT1qNl�p HEATi�lG 6Y81'�M HO7 WAt�R
TYFE 'FlGIF1iC ;ON5 TYPE �FFiGiENCY �TUM TYP�
Urumry !4 Heai Pump Centrpl 6 Haat Pump �l�ctnc
<BS,OOa 81ufi � 3EEA c65.000 �tuRs HSOF fi�sfsisnc� ❑
zsS,0o0 8tuth ,,,,.� EkA ,� 1pLV __, 265,Op0 Btufi GQA a�aieatnd Heet Pump 0
1Ma2arcooled ,�, EER ,,,,_ IPIV Watdreoa4e COP G�r
�vaporali+refy Coplc.� _ EEFl �,_ Evrpanteealy Caotod CAP Nawrn� �
PTAC �,� EEFi El�ttric AeslstMC� COP LPii ❑
Ghluar _„_„ CpA w, Ii�LY Gnaldil (clACn onaj HF�U ❑
Othar. _ Q25.�OOl'.i40,000 E1e�uh AFUfi Qd►er. 0
�?25.C}DO19o0.000 Bhs+r L�
UQHTINO Total l.lghdnQ Wapaga 8�1!{S� GJ►LL�f..�YtCl+t ❑ qIJCi� H-�veiue
T01a1 Condittoned F1oarAroa s � Wettdd .f1. Alt�c��t!
H roquirad oy Fb�iC� law, i h9rnby oart�fy that lna ryrtom oa��gn �s �n compnanco ++ith thr Flarwa Emr9Y Coda. Raqi:iratioM1 No. .
waCHkTEGT.
�l�G'fRICAL SYS7Ei�A p�St4NEFi; �„�,�. , _..— ,_., -
L�GNTJNG SYSTE�1 DE5�CiNEN: ..
MECHANfCAI. SYSTEM pF�IdNEA: _ _ _ ,,,,,,, __ _,
PLUMBiNG 5Y5TEM pE6�ON�fi: — __— ���.
�Cam lanc� wish Chaptar a w�e dartwr�nra�atl b a Proscripiive M�awr�s rtl�uiodalqpy;
C�I�ened comm�riul h4AG�nps � BAybo�es ar 7po�ts slaaium �uilanqs a TraN�c raiary n Supims�rkaia
�eac vtnn 100 aquar� (aet d��t nie uo�4 aissan�«y rontro� taw�t! � �
I AOfE6y CA�Uiy �h� Na plarle and speCil;enl�onn Covarod hy lha eakulqGon a�� in A�vi�w al p�na and spaeihca�lans ea�arnd hy It�s eakutation �ndica�aE eamcranca
Compi�xc rrittti th� Flond� Enargy Cod�, witn tha Flanda E�arQy Gode, 9afae Gonstrurnon is complauo, Inli bmldmp w,l� be
AAEPRREO BY: � _ p�TE: �nsv�M�d for comaE�ana ln �ccaa.inx• wiih Secqon 553.908. F,5.
� i�oroby csraly mwt tnh build+'ng 41n campliance w�1i� �hu Flonda �narpy Godr BWLa1Nd OFFICIAL:
�YYF1�A AGENi: DAY�: � RATE:
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FORM 4DOC-��i
AAETH�D C
PRESCAIP'�'iVC REG�3AEMENTS �.1ST'
Det��hed Cammercfe! 9ui�dinga l.o9a tl��n �00 aq.tt,
GEass Area: Na limit.
Ovarhang: Mlnlmum 1 loot it nat �ndar enothor strurture; or
No ova�hang with s glazfng Shedina Coetticient of 0.55 ar less.
Wa�Es: Minlmurrs insulal�on leve!
Frame wal�s - �i•11.
Masanry walls - �i-S�
RooislCnilfnge; Mtnimum ERSUfation le�el- R-�9.
Floors: Minlmum insulation leval - �one.
Caalfng System; � Code cnlnlrr�uri�s ae psr 6ectlar► ap7.1.A6C.3.
He�ting Systerr+: � Cada mlNmums as persaction 408,1,ABC.3. �
8irybnxea or S�orts 5la�iLma �
Glass: ' �lv;imitwilh g�azistig Shsding Coaftic�essi o4 0.55 or iass.
Overhang: , IVone raqulred. .
•Wells: Mln(mum tnsulatlan level
Frame waps - R•17.
Masonry walls - R-5. ,
RooI�ICal�ings: Minimum insulafion level-R-19.
Floors: Minimum tnsulation level
�rama iloor - R-19. �
Canarate iioar - None.
Coolfnp System: Ml�lmum equlpmnr�t ef�clsncy taqulrernents
• AI� capl9d -10.0 E�q OC 10.5 S�ER.
Water coolsc! -11.0 EER.
HeaHn� Sysiem: Coda mi�imums as par sectlo� 408.1.ABC.3. ' �
Alr �1strl�utEon A programmebfe sotbadc sh�ll be installe� for in-season use; '
Systern: A;1$as# ons hUmfdisiat controf per zone sha11 ba ir�staiied for offi•sc�a6on uea,
EXC�P7tON: �nstall�tion ar a cantrs� energy management aystam.
i.fghting: 7ota1 cannacted wattaga shall not excead .4 watLS �er square bat ot candttipned space.
Trt�tflc Safoty Cantral 7owera �
Gfass: No lirnit.
� Overhang: Minimum 1 foot fl not und�r another structure; ar
No averhang with a�lazing Shading Caeli�cient n10.55 or f8ss.
W�tll�: Minim�trn tnsulatian level
Frama wails - R-1 i ,
Masonry walls - R-5.
Roais/Ceilings: Minlmum insulatian Ievbl - R•19.
Floors: Mfnimum insu�atlan levei - None.
Gaoling System: Ca�le minimums as per 6eccion dO7,�.A6C,3.
Heating 5ystem: Codo minimums as p�r section 4Q8.1.ABC.3.
L.ighting: Tet&I connectec! wattage she�l not exteed 2.1 wattv p�t square foot af conditioned space.
Suparmsrk�ta
G1a&s:
C�vefiang:
wa�ls:
Roofs/Ceilings:
Floors:
.�
Coollrs� System;
hfeating System:
Lighdng:
�10 limit.
Nono raquirad.
Minimu� insuletian lovel - R-5.
Minimum 1nsu�atlon �avel - R-1o.
Minlrnum InsulatEan lovcl
Aa�sed ftoors - R-3.
Slab-an•prade �loars -- None.
Air coofed -10.0 EER
Waker caoled w 11.0 EER.
Cade minim�rr�s as p�r section 40a.1.ABC,3.
7�t�1 connected waltagc shall not exceed 2.3 watts per square fooi of cqndiUoned space,
'Ail Ba410 Preacrlptive Aequlrerttents, denlgnat�d !n tho Gade �y ��,4.ABC" and
aummarired on the trant at th�s �erm, must �zan be mnt,
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� • �, . � : � �. , ° ��. PLANN[NG & DEVELOPMENT SERVECES A�MINISTRATION-L1ST ��
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, � '� , , � � � . aF CURRENT GODES ENFORCED JULY 1,.�999 . � � � � . � '
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Pt.ANPii�iG � aEV��.C�}E�i1��NT SEi�iVICES ADMINl�`�RATI4A! �
�13T DF CURRCRIT COD�S ENFORCED
Jt1l.1C 'I,10@s
•zGQE�:
;ity of Clear4vat�r Corn��nity Ow�[opment Code, Chepter 47 Clty Ccde oi Ordinencos whic� cantalns adminf6trailv+� seccion of a tl
:odsa� and adop�s me fo!lowing: �
Standsr� Hul�ding Cado 1997. �
Standard Mechanicai Code 1897. �
St�ndard Plum6inp Cade, 1�84 edit�an • .
Standmrd tar Unanfa �uJldE�g ADa�tement Cade, 1985 adition
NFPA 101, L1ie Safety Code, 1887 edltion
NFPA 7U, Natfan�l Elecrtric�l cada� �9@8 Qdltio� (1999 �c1ltlon ofioctiva 10I99)
NFPA 5d, Natfpnal �ua;lGAS Cod�, '198Z
NFPA �8, Stare�o b Handl�np ot LPC3, Z9BZ edlflan �
Stata o! �la�da, Ena�gy E�Eclestiey Code tor autiialn� Conntrncilan, 1997 editia�
Stato of Ftorida, Amerieans vrith DEsa�il�ias I1�cceasiblUty Implementatfan Act, 1997 e�itlon
Ct�apter 5�� Flood Protectfan, C�ty Cad� af Ordl�sncaa
Ch�pter 53, Marirse Impravements, �ity Code af GMlnan�ea
S�andard Houaln� Codo, iS81 4d�IQR �i Che}ltOf 49, City Coda of Otdlnnncas
CA60 One b TWo Fami�y Dwellln� Cad�
�.�,T.LI:3.�ik�T:i�17 • � r -
FEMA - � 5
FEMA - 5t
FEMA - 55
��MA - 85
FEMA - '10�
FEMA - 1'�4
FEMA - i3
FEMA - 100
FENiA, - 213
0 orclar any al �ho FEMA p�blicatfona, plense wriie ta the follawln�:
�ndntal Emargatcy Mattagozrsent A�a�c)f
ATTN; Pu�tic�ilarts .
P O Box 7Q274
Wash�n�ton OG 20423
Or cnft 1-{BDOy-480-25Z0
lurriean� Rosistant Construcslon - Sautham Buildin� Code Con�r�as Intematfonal (58CC!}
tsndard for Nurrir.ane R�sistant Ra�ICertitial Canstruciion Raplons SSTO i0-9p - 58i:Gt
�onstructlon SWndard far Re�i�entlal Structur�: RC5-6B
fie C�tltt�etnrs 3 Bultda� AsYOCl�tion n! Pin�tilas Cavnty, �n�,
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� - oNF c�rv: oNE FuruRE
E� i��Or. V� NI1��+n+�ao�r �faf � ��M .
F� �M+�. Cawtn4aarMMl J.O.:rM�Ofl .M.� Garn�nY�fMr B b1R1� i•�Litl d Cun1�t COQY
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" PLANMING � Q�1/�LOPM�N�' SEFtVICES ADM�P1iSTRAi�ON i
=' Mt�nicipa� Services Bulfding, 900 Sc�uth Myrde A�ent�e, C(earweter, F�, 337a6 'I
� � pHONE (72i} 582-�567 FAX {727� 562-4b7G
SUPPl.E!lAEN'TAL lNFORIY�ATlQN REflUIRL-"D FOR ALL S�GM ApPL�GATIAWS
� AtL S1GN aPPLI�A'i7GNS SHALL BE AGCaMPANIED 6Y THE FOLLOVYING INF�RMATlON: ' �;
v
_„� LEGAk. DESCRlPTIQN OF THE PROPERN WHER� T�iE 81GN ES PROP�BEl3 TO BE LQCAT�n.
� NA,ME. ADbRES3 AND TELEPHONE NUM��R OF:
.' Tha owner af tha pmpaRy. .
rr�o re�s�, rt�p�j�cawe. �
' The s��n erector. .
A N�TaRI�D pTATEMENT OF AUTHORI�ATION �lGNEO aY THE LESSOR CaNSEi�TIWG 'i0 T�tE
� SIGM PLACEMENT.
_,,,�, A COPY aF THG EXECUTFG I.C�3E.
� SFi'E PL�AN 8HQWlAlG:
, • i.ot fronta$e an ail streei tigttts-ef-wsy,
�, Lacat�on of tha pro�aed slgn tn reiatfah ta:
. Property Unes;
' � E.�a�mant�;
� � Exl�ting ar�d proposed bul�dEngs;
Other s�lgns an ihe P��K]+�
. � Acxesa r�rives.
� EI.�NATIQN ORAYVING 3H01MNG: ,
. Dime�sfor�s of th� propasad slg�;
� S��lac� area af the prapcsed sign;
� Meximum and mtnEmum hefght of tha proposed slgn;
Dimer�6lo�s of tho slgn's sup�artUi� str�actures;
Warclir�g andlor messa�e of the praposed s�g�;
Color� of 1t�� propasQd sign.
� THE TYPE OF PRDPQSED 81G�1.
� VALIlE QF TNE PROPOSED SIGN.
CGN3TRUGTlL3N A�ID �L.ECTR�CAl. SPECIFICA'iZ�N�.
, ,�,� �OR 1LLUMiNATED SIGtdB IMCLU�E:
The type oi Illumina�art;
� . � Placemor�t af ilfumfna�an; .
lntensl#y oi il3uminatian,
� lNVENTORY. OF. ALL EXISTING SIGNS IN�1CATiN� THE NUi�ABER, TYPE, LOCAT�ON L1N17 3Ql1At�ic
F�OTd1GE bF EACH SIGN.
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. ,f. . - , . . .. , .. . _ . . ,
� , "=� � � : � � . � �� � � � . � �� �PLANNING & D�Ii�LQpMEiVT SERViCES AM�NISTRATiON-. � ��
� ° � � � � � � � � � , , APPLlCATION F�R FENCEIWALL pERMl7 � :� � ' �. �
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,. � t' � . 1 .. , , , . .. ' , ' ' . : '� � . . . , , � ' �
' � � s . `•r� ' � . ��r . .' t � , ' � � . . ' ' � - . .f . ,. , , . , . . .
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; : ,' • E , . 1 �i . . r 'S ' ' � � ' . : ,.' ' "; .. ` � � � y � ' . . , • ' �.. � . �
r�E; .z,� � . ; ' � ` . , � � • , ; � ' � . , .', � - ` ' �•, ti � . � ' .
��,f : P � s .. • . ` � ' � . , ' ' . . ' , • 1 . � . ' ' .
y;�s'�4;' ' • . ' ' , " ; ' , . . ' . ,
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�,'"_�i's':, . . � _. -----
r.,
v�. �.
�� �'LAN�ING AND DEVE�,�]PMEI�T SERVICES
•' ' `� ' X00 S. N�yrtle A,veaue
� � C1t.arw�atar. �orida 3467,6
p.'� APPLICA170N F�7� �ENCE/WALL PERMiT
�AILURE TO COMPLY VYXTR MECIIANICS LTSN L.AW
C�,N ItESULT IN THE PROPERTY UWNExt PA7tIIYG
'�i�V�C� FOR BiJILDII�G Ilv,IPR�VEN,LEN'x5
n�mm�ir�rrr� ww� � ---
PROJECT ADDAiSS
LOT BLDCKIIRACT SUEDIVTSION �
PARCEl. NUI�i13�R I 1 I I I
41VN�a � TELEPHONE
�fl��"� CTIY STATE ZIP
CDN7'RACfOR IELEPHONE
ADAR�55 __, „_ CITY STA�TE ZiP
PCCLD NU1vID�R � �
rYpE oF MATERiAL.. . . � _ . _ � _�_ HErGxr oF �NCE
LRVEAL FEET O�' FENCE vALUE s RESA]EN�'�AUCONIIviERCiAL
wA'IER�R�NT LOT/E)OUBLE FRONTAGE LOTICORNER LOT EASENIENTS
Z4NING� ATLAS FAGE
A pint lan �trta,chcd, this applicatian m�st indicate e�cact Iacazi�r► of fc�ce and buiidixigs on the property. F_a.seme�ts,
propar�y iines, ar�d n�t of ways mus� alsa be indicated. .
[ certify thAt tha descripti�n of thc propasc�d fcncc/wall tagether with the piana filed reEated to this pIication is a tnle
rcpr satttaUan cf all facts cancemirig same. ThC raposr,dfcnceJwall docs not viialate any of the bui�lding or zor�
re�u�atiotis of the City of ClearwaLer. I wi31 er� thc fe�crJwall sa that the side of'=ho fencclwall faciag or viewa6le fram a
strcet tight-of-rv�y ar ace adjoiaing�ropen3' is the 5nisbed sidc w�th a.11 s��ppert,pasts and s�tri�g�-s facuag �.nward towarci the
�xope upan wruch fcnce�wa,li is ocazcd, �'fenrxfwall is mnre thaxi 3U in hcig.ht and is 2ocau.d ia a structural sctback
are+.� acent co g strect right-0f-way, I agree to setback fenceJwa113 fect from street and ta provyde Iandscaping on right-of-
way af o ef fcnca per code requircmcnu.
wner- gcnc ontractor atc
rKwr�llw�ARAA1RAwwwwnr:wwwww�Yfiaiir�rt:w:swwF�2i ��' '�a.a+rat+ uSi4 dNL%�wwwr�*�r�**rnr�r�rtiw��t�xR*RwwwR�trs�ktrR
Al''I�tIU VALS�OUiR£D
Plan:�ing
� Lzndscaping Yr.s No
i'ublic Wcrks
TraQic Engineer
ar� g�
•• r
Auildins Dcpartmcn�
F�NCE MUST BE ERECTED WII'IIIIri SIX {b} MONTS5 FROM PERNIIT ISS�JE DATE
CLFARW�'�R
Onc Clh. OnceFu(ure.
Bri�n.T. Aungas,MsyarCommirsiorxr
Fd 1�oop�er, Vic� M�yor-Commluientlr Bab Clrric, Gammi�iiona Ed lierL Carsunitticxticr 1. 8.lctanson. CommiHioncr
S�Farm - Apolicasion for FoncalWaEl Pertnit
1910 —6(R�v. 3-00)
P` _r....:,::...:..._.�-- —_ , . . . .: _..... . . . . .
�-
j �i� ,�.
��
� �: ,.
C'i��ir�vatcr City C'o�i�missio��
A�cizcla Covcr Mciliora�ic�tu��
Workssssion iterri #: � .�,
F'lnal Ar�a�da llem # ��
Maaling Dal�: $l8102
SUB,fECTlR�COMMENDATlQN: Approve a one-year funding agrESment, in tl�e amaur�t of
$306,67Q between Jolley Trolley Transporiation of Clearwaker inc. and t�e City of Cl�arwater for the
operation af transportation �nd trolley services on Clearwater �each, Island Estates, Sand Key and
services from Clearwater 8e�ch to bowntown Clearwater,
m �nd th�! tho a ra �rf�rtn ailir,i�ls ba authnrizod to axocutn samQ.
s�iM�AaY:
• Jn11ey Tro�ley Transportation of Clearwat�r Inc. (Jolley Trolley} has be�n operatir�g trof�ey service
along t��e City's beach communities and dvwntown for the pre�ious 9 years.
• Tl�e curr�nt o�e�yoar funding agreement expires on S�ptember 3Q, 2002. Current fund�ng
supparts approximately 62% of the trolley overal! budget wit� the remain�ng 38% coming froi�
. #ares, renkals and advertisements. Specifically the funding is for;
r Trolley service between Clearwater Beaci� and Sand Key -$179,500
r Tr�lley servlce between C�earwater Beach, Isiand Estates and Downtown Clearwater =
$85,500
Y� Trolley v�hicls maintenance - $50,OOq
3� Of�ce space rent -$'! 1,700
o Fundint� durir�g the annua! term of the current agre�ment totals $326,70D which is stipported
through the p�r#ting fund ($276,704) and the CRA ($5p,�00).
a The naw proposed agreement includes:
Y A reduction in funding of fi% for the prp�iding of the trolley routes, for a total of $306,670.
:� Trofiey servfce between C�sarwat�r Beach and S�nd Key -$16�,930
%� Tro1ley service between Clearwater Beach, 1sland Estates and Downtown Ciean+vat�r -
$79,04�
.� Trc�llay vehicle ma�ntenance - �50,000
r �ffice space rent - $91,700
� Transpartation pick-up 25 minutes a��rt
?w Posted route sct�edules at all pick-up Iocations
• Funding during the term of the new agre�ment totals $306,670. The source of #his funding will be
parking iund ($25fi,G70} and CRA ($5p,000).
s
.
The Parks artd Recreation Depa�tment wi1! administer campliance of the agreem�nt,
A copy of the agreement is avaiiable for re�iew in the City Clerk Department.
Rovleweci by:
Legal
BudQet
Purchasing q
Risk Mgml
Info 5fua
Public Works
OCMIACM
Olher "
Orlpinating Dept:
N�p Parks 8 Recreatlon DQpt.
N Kovin punbar, E1lractar �,Q�
User i7Qpt. �,
Submlttod by: �, � � ♦,
C1ty Man�ger i�i��� I�jQ�-�
�++� F�rinted on recycfed p�por
2148
Parks 8� Recr�
, � Atfachrrtents:
I�I Nono
DR
Costs
�'ot � 306,670
Current FY N!A
Fundfng Source:
CIP
QP
O#her 306,
C�d�: None
�.. " . . ,. ..i� .. . . . . , � . . . ,, . �. .. ,. . . . �
Rev.
�.
...���. .
JOLLEY TROLLEY SYSTEM GRANT FUNDING AGRE�MENT
�?�fi �r-, �-
Thls Tralley Sysiem Funding Agreement is made and entered into lhis day oi
, 2002, between ihe City of Cfearwater, hereinafter referred to as th� ("City"} and
ihe JOLLEY TROLLEY TRANSPORTATION OF CLEARWATER, INC,, a�farida non-profit
carporatinn, hereinaf#�r referred to as the {"Corpora#ia�"),
ART[CLE I. TERM
The term of this agreement sh�ll be for a p�riad of one (1) year commencing an �ctober 1, 2002,
and contfnuing through September 30, 2003, (the "Termination Date"), subject to annuai budgetary
apprbpriatian approved by ihe Clearwater City Cammission, unl�ss earlier terminated under th�
terms of ihis agre�me�t.
ARTiCLE IE, RESPONS�BILITIES OF THE CORP�RATI�N
1} Services to be Provided. The Corparation shall pravfde the tranaportation services io
promote kaurism describec4 as trolley servic� on Clearwat�r 8each, Esland �states and Sand
Key, �nd service from Cleanuater i3each to Downtawn Clearwater, as descri�ed in Exhf�it A.
2}
3)
Transportation Pick-ups. Th� Corporatian shall provide scheduled transpor#atio� pick-�ps
which wi61 be no rnore than 25 rninutes apart (conditions permitting}.
Posted Rouke 5chedules. The Carporatian shall pravfde posted rout� times at e�ch
designated pick•up listing all seheduled pick-�ps for sa9d approved �ick-up lacatian,
4) Sch�dufed Reparts of Actf�iti�s. The Carporation shall furnish the City with a financial
audit cert�fi�d by inde�endent Certified Public Accountant within 90 days of the end of ti�e
fiscal year to the ParkS and Recreation Directar. The fnancial report is to set far�h the total
cost af operattons provided, anc! t�� detairec! accoc�r�t of op�rational costs ft�r�d�cf in part by
the City. ,
�) Use and Disposition of Fe�nds Fteceived. F�nds received by the Carporation from the
CIty shal! be used towards t�e payment af expenses attendant ta ihe operation of tF�e Trolley
5ystem. A praposed ar�nuaE budgek wifl be submitted to the Parks & Recreatian Director by
May 31 of each year.
6} Creat[on, Use and Maintenances of Financia! Records.
a) Creatidn of Records. The Corporakion shall create, maintain and make accessibf�
ta authorized City repr�sentatives such financial and accounting recards, books,
dacuments, policEes, practices ar�d procedures necessary to r�fiect fully the �nancial
activiti�s of the Corporation. SUCh records shall be avaifable and accessible at a11
times �ar inspection, rev�ew ar audit by authArized City personnel.
b) Use of Records. The Corporatfon sha�l produce such r�ports and analyses that may
be required by tfi�e City and other duly aulhorized agencles to document the proper
and prudent stewardship and �se af the monfes rece(v�d through this agr�emer�i.
c} Maintenance of Drlv�r's Log and Ch�ck Point System. she Gorporation agrees
t� maintain a driver's ]og and a check p�lnt system to doc�meni com�liance with the
. agreed upon schedule. Changes to these attached sche�ules are at th� discret�on
of the Corporation Board of Directors, but wi�l be submftted to the rity at least two
�...,....:���-_ �w.,,_...� .�. .. . .. . . .. _ . . .. ,., : , . � , : . . ,.. . , . . . . - � .. . ,
�
'„ � '• :!9 .
w�eks prior #a implementation. Any change, or ��rles of changes, which will cause
more than a 25% reductian in the routes may, at the discretion of the City
Commiasfon, be considered failure to adhere ta ihe terms of the cantract and may be
grounds for reducin� t�e funding commitmertit or may be considered cause �or
termir�ation of the contract.
d} Maintenance of , Records. All recards created here�y are to he retaEned and
maintained for a period nat less than five (5) y�ars frolr� tfle cEase of the applicable
� fiscal year.
7j No�-discrlmir�ation. Notwithstanding any other provi�ion af this agre�m�nt, th� Cnrporation
for itself, agents and repres�ntatives, as part of the consideration far this agre�ment d4es
cavenant and agree that: .
a) No Exclu�lon from Use. Nn persan shall be excEuded from participation in, denied
the benefts of, or ot�erwise be subjected to discrimir�ation in the aperat+on of #his
program an the grounds af race, color, religiar�, sex,l�aridicap, age or national vrig�n.
, � f�) . No Exc[usion fram Hire. Ir� the managem�nt, operat�nri, or pravisiun of the prograrrr
.. activitfes authorized and enabled by this� agreement, no person shall �e excluded
�rom pa�ticipatian fn or denfed ihe bene�its oi or otherwise be subject to
discrimin�tion an the grounds af, or oth�rwise be subjected to discrimination on the
• grounds of, ra�e, colar, refigfon, sex, handicap, age, or national origin, except tt�at
� , age may �e talcen into considerat�an to ihe extent that the age af an emplayee is a
bona fide occupational qualification.
c) lnclusion in 5ubcontracts, T�e Corparation agr�es to include the requirement to
'adhere tn Title Vl and Title Vll of the Civil Rights Act of �964 in al1 approved suh-
contracts. �
d) Breach af Non-discriminatian Covenants. In the event af conclusive evidence af a
breach of any a# the abave non-discrimination covenants, ti�e City st�aN have ti�e
right to termfinate thts agr�ement. � �
8) Liability and Indemnfftcatlor�. The Corporation shall act as an independ�nt contracto� and
agrees to assume ali rlsks af provlding the program aclivities and services h�r�in agre�d
and ail liabikiry therefora, and shall defend, indemnify, and hald harmless the City, its offic�rs,
agents, and emplayees from and against any and all claims of loss, lia�iliiy and damages of
wf�atever nature, to persons and praperty, including, withaut iimiting th� generality of the
foregaing, death of any person anrt lass o� the us� a� any pra��rty, except claims arlsing
fram the negEigence ar wiClful misconduct of the City or City's agents or employees. This
includes, but is nat Hmited to, matters arising out of or claimed to have been caused by or in
any manner related to th� Corporatlon's activities or those of any approved or unapproved
invitee, contractar, subcontracto�, or other person approved, authorized, or p�rmi#ted by the
Corporatian whether or noi based on negligQnce. �
9} Comp�iance w�th �.aws. Corporatfan sha�l comp�y with al� federal, state, cuunty and lacal
laws, rules and regufatians applicable to the operation �f ti�e v�hicles. If it ls sver
de#ermined t�at thls Agreement vEolates any federal, siake, caunty or local iaws, ru�es or
regufations, khen Corporation shall camply in a timely manner or City may terminate. �
ARTICLE Ill. RESPONSIBI�,ITIES O� THE CITY
2
e
y►. .
4 .
... � � ' ' . ,� 4�`� , '
.�
A) Grant of Funds for Operations.�The City, subject to annual City�Commission ap�roval, agrees
to fund ir� part the operatlonaf costs lncurred in pravlding the activities and services autfiiorized
,, by this agreement as follows;
+ An annual amount of $465,93Q tor providit�g trolley service betw��n Cle�rwater B�ach and
Sar�d K�y based upor� the Corporation meeting th� raute schedule attached as Exhibit A. ,
• An annual amour�t af $79,040 for p�oviding tralley service between Clearwater Beach, Island
Estates and Dowr�town area based on the Corporatian meeting the route schedule attached as
Exhibit A.
• An annuaf amount of �50,OD0 tawards the cast of maintaining the tralley vehicles.
� An ar�nuaE amount �f $i 1,7Q0 far the 1�as� af office space.
• PayabCe in equal payments of 1112 per month per fiscal yea�.
ARTiCLE 1V. I]ISC�AIMER OF WARRANT[ES
This Agreement constitutes the entire Agr�ement af the parties on the subject her�of ar�d may not
be ci�anged, modified or discharged excePk �y written Amendment duly ex�cuted by both parties.
No ra�resentations ar warrant�es by eiiher party shall be binding un�ess expressed herein or in a
duly�executed Amendment hereof. .
ARTICI�E V. TERN�iNATION
� 9) ., For Cause. Failure ta adhere to any of the provisinns af this Agreement in material respect
� � shal! cnnstitute cause for t�rmination. Either party can terminate this Agreement by givir�g
: the other parry 60 days notice at termination a�Eer first giv�ng the defaultfng party 60 days ta
� cure any default. .
� 2) ' D�sposition of Fu�td Monies. 1n the event of te�minatiar� fa� any r�ason, monies made
availabls to the Corporatfun but not expended ir� accordance with ihis Agreement shall be
� returned to the City. �
ARTICLE Vi. NOTICE
Any nfltice . required or permitted to b� given by the provisions of this Agreemenk shall �� �
,' conclusively deemed to have been received by a party hereto on the date it is nand deliv�red to
• such party at the address indicated belo�v (flr at such other address as such parfy shalE specify ta �
the other party in wriffng), or if sent by registered or certi�ed mail (postage prepafd}, on the fifth (�th)
business'day after the day on whlch such noflce is mailed and praperly addresse�.
1) If to Corporat�an, addressed to:
. 2)
�. ' .. .
If to City, a�dress�d to: .
Jalley Trolley Transportatlon of Clearwater, fnc.
483 Mandalay Avenue, SuEte � 13
Ctearwater, FL 33767
City Manager
E�, O. Box 474B
CEearwaker, FL 33758-4748
With capy to: �
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' � , . . . � Cfearwater, �L 337a8-4746 � ' �
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. . � . P.O. �ox �4746 �
' . ' . . � . � Clearwatert FL 33758-4748 �
� : . � � ARTICLE VII. E�FECTIVE DATE , . , � �
The effective date of this Agreement shall be as of the date below written. � � ��
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, � IN WITMESS WHEREOF, the parties hereto have set t�eir hands and seals this day of
, . , M.. , 2002. _ . .
� . ' ' � ' CountersEgned: � � CiTY ��' CL.EARWAT�R, FLORIDA .
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:.; . . . .
' �� Brian.J. Aungst . William B. Horne, II � ,
, Mayor-Commissioner ' � City Manager ' '
:y . . . - . ,
��.,:.;. ' Ap�raved as to form: Attest: , '
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� � . ,John Carassa5 , Cynthia E. Gou�eau �
, , ' Assistant City Attorney � City Clerk . . ,
�: , - , . .
. � ' � � JOL.LEY TROLLEY TRANSF'ORATIaN .
� OF CLEARWATER, lNC. � .
By: � . ,
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: � � � �. � ' � � Att�st:
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Glearwater City Commission
Agenda Cover N��morandum
Worksessian 1tc�m �I:
Final Agen{I,� Itcm N
Mcelfnh D,tte:
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SUQ)�CTlRECOMM�N DATION:
Approve a contract to purchase real property �egally described as a portion of Tract A, Myron A, Smith's
Bay Viern� Subdivisio�, accordir�g to plat th�reof, as rQeorded i� Piat Baok 25, Pa�e 57 , Public Rr-.tords of
Pin�llas County, Florida, in the S1t2 of Fractional Section 16, Township 29 South, Range �Ib Eask; more
commonly knawn as "Bayview Park" from Tl�e Trust for Nublic Land {TF�I.) a Califarnia Non-Profit
Corporation, for $1r9D0,000 af w�iich the City portion will be $212,500, �nd.autiiorize acceptance of the
deed,��
� and that the �7ppro�riate offiti�ls be :�uthovized 10 execute same.
SUMMA�Y:
o On January 24, 2002 the City rommission accepted a grant and approved a conceptual agreement
: between khe Florida Communities Trust {FCT) and tl7e City of Clearwat�r for the acquisition of 4.�4 acre5 of
� land, commonly known as the �ayview Park.
o The Trust far Public Land (TPL), a non-profit corporation, purcl�ased the prop�rty in question during 2002
in order to preserve and protect the fand far future use by th� citizens of Clearwater and P�nellas County
. with intentions to s�ll the prop�rty t� th� City of Clearwater. �
• An appra�sal of the properky perFormed by N.A. Clarizio and Associates, Inc. an March 19, 20p2 valued the
subl�ct properry at $1,920,000. A second appraisa� performed by Trigg, Ca#lett & Associates on Marcl� �6,
2�02, valued the subject property at $$�,87Q,000
• Th� propos�d purchas� price of $1,900,004 is w�ll within the appraised value of the pro}�erty.
• There is a conting�nt in the agreem�nt that re��ires TPL to c�onate $50,OQ0 toward th� final adj�asted total
purchas� price to the City. In this way tl�e City and County can count the iand donation as part of the
required 25°lo match whicl� is requir�d by th� a�reement.
� Funding for the �ur•chasQ of the property is provided in the following manner:
$1,425,00� �lorida Community Trust
$ 212r500 Pinellas County
$ 212,500 City of Clearwater
$ 50,000 1rt�st for P�k��.�.,�_ and,���d doq.�tion)
$1,9�0,000 Total
•' T}�e County f3oard of Commissioners will kie considering this irem at tiieir A��g�st 20, 2002 m�eting. The
County will provid� a recr�ationlmaintenance easement on prop�rty adjoining the park as outlined in the
management plan for the �;rant.
Reviewed by: Ori�inaiing Dept.: Casts
Legal ,(� �„ Info 5ro� Nq Aarks & ltecrealion ��/ Tnlal 2i2,50Q
.+ 1��� Kevin bunhar rL/
a u dge t pubEic Works NA User Dep t.: . Funding Sc�urce:
Furc�asin$ � pCM1ACM Parks & Rrcrratio� Currertt CIF' 2�2�500
fY
Ris1c Mgmt NA Other ' AtlachmenSs OP
� � Olher
Submilted by: • ❑ None
City Manager Apprapriatinn Code: 315•931�9
Printed an recvcled eaoer
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• T�ie City partian of the makch was approved by t}ie Commission an August 1 G, 2001 �nd is availabl� in ,
• . . capital project 3 � 5-93129. -
� �. �7�e pro�erty w`s�! I�e used as, a passive park with minimal development such as mulcl�ed natur� paths�
'' ��educatiorial signage picnic area an� boardwalk to provide aCCess to a sandy beacl� area on Oi� Tampa �ay. ,�
. R�mnants of the o!d mobile home parlc will be removed and the uplands will be veg�#ated with nativ�
flora. A managemer�t plan for the park has been compl�t�d and su�mitked to FCT for approval, Tota!
i �stimated cost of the phased park improvemer�ts will be appraximakely $180,DOn. Anticipat�d on going
� maintenance costs are budgeted in the amount of $2G,790 ar�d have been inclucied in FY 2002/�3 .�
�, operating budget. Funding far the p�rk improvements will came from recreation impact f��s �f donakEOns �
and;grants cannot be secured. , � �
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�•: �A copy of the A�r��mertt is avai�able for review in tl�e City Cler�C office. , �
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FCT Project #; Ol-l44-rr� r�C�' Cantract #�:
rCT Projcct: Historic Dayvic�v rn�iro�;mcntal Park Pro�}�rty 'I'ax I.D.if: I G-29-1 G-83 i pG-000-01 OU; I G-
29-1G-53892-005-0030;1G-29-IG-$3i0G-000-0�11
Q�'TION AGREEhICN'I' FOR SAL�: AND PURCIiASE
Tf-�IS AGR��MiNT is madc this day ofJane, 2002, bet�vccn Tl-i� 7'RUST F�OR I'UB�.IC LAND, a
Califomi� Non-Profit Corporation, whose address is 30G Narth Monroc Street, Tallahassee, Florida 32301, as
"5cller", and the FLORIDA COMMUNITIGS TRUS1', a nanre�ulatary a�ency �vitliin th� Dcpartmant oC
Commuriity Affairs, ("Acquirin� A�cncy"} whosc address is 2555 Shumard Oak �oulevnrd, Tallahassec,
Flarida 3z399, and the CITY OF CLEARWATCR, a municipality �vithin Pinellas County, Flarida, ("Local
Government"), whosc address is P.O. Box 4748, CZcan�vater, Flaridn 33758-4748. Acquiring Agcncy and
Lacal Goverriment will be collectivcly referred ta as "Purcliaser". Purchaser acicriawledges and agrecs that by
the d�te of the execution nf this Agrcerrzent, Sellcr may nat yet haId title to thc Property, but does ha�d an
cxclusive option ta pe�rchasc thc Property, and Scllcr's aUli�atinns �nder this Agreement are cantingent upon
Selter acqUiring rnarkctaUlc fee simple title from the c«rrcnt owncr.
1. GRANT OF OPTION. Scllcr hereby grants to Purchaser the exclusive option to �urchase thc rcal
prop4rty locuted Pinellas, F�orida, describcd in Exhibit "A", ta�ether ��ith all imprnvements, easements and
appurtenances (','Praperty"), in accordance wiih tlie provisions of this A�reement, This Option A�reement
Uecomes legally binding upon execution by the parties but excrcisc of thc aption is suUject ta a��proval by
Purchascr and is cC%ctive only if Acquiring Agency and Laca� Government �ive written nottce aFexercise to
Seller. �
2. OPTION TEItMS. The oplion payment is � 100.00 ("Option Payment"). "17ic Opiion Payment, in thc
form of a state warrant, will be farwarded to 5e1ler Upon its receipt by Acyuiring A�;ency fram the Comptroller
of the 5tats of Flori�u. Tiie option may be exercised during tYie period beginning �vith tha Purchaser's approval
af this Agrecmerit and the Acquirin� Agency's govcrning Uody gran�i_n�c►,pr�c�.�t,plan �pproval in 7ccordance
with Rule 9K-8.011, Fiorida Administratrve Cnde, and ending on-�epte`m `r �, 20Q2 (''Option Expiratifln
Date"), unless extcnded by other pravisions oi this Agreement. In the evcnt Acnuiring Abency's Purchase
Price (as hereinaf�er de#inec3 in para�,*raph 3.A) ar Lpcal Gnvcrnment's Purchase Price {as hcreinal�er detincd ii�
paragraph 3.A), are not available by the Option Expiration Dale the period of exeraise of'the aption may ��
extendcd until such Tunds become available, not to excecd GO �ays ai�cr the O�ztion Expiration Date, Uy �vritteri
noticc to Sellcr. �
3.A. TOTA�. PiJRCI-iASC PRICE. The total purchase price ("To(al Purchase Price"} far thc Property is
0�1E MILLION NINE HUNDRED TI-iOUSAND DOLLARS AND ND/lOq DOLLARS ($�,900,000,00}
whioh, ufler recluclian by t��� amaunt of the Optian Payment, will be paici Uy Acquiring A�cncy and t,ocal
Government at closing. Seller hereby autharizcs Acquirin� Agcncy to issue � statc warrant directly ta an
cscrow ngeni who is authorizcd Uy la�v to receive such payment, a��d who is acceptab2e to Purcl�aser, �nd ta
reauire thc escraw ��ent to pay Seller's expcnses df salc and real estate taxes, `1'nis Total I'�trahasc I'rice
presumes that thc Property contains at Icast 4.405 upland acres, to be con�rmed by the Survey, ns providcd iit
par�graph 5. The 7'otal Purchasc Price shall i�c paici !0 5cllcr :�s follows; Acquirin� Agency sha11 pay t�ic �esscr
Jun� 21, 20Q2
O1-�94-FF�
1
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..., �'!�r,
nC S1,425,Q00,00 or 75`% of t)tc fin:�l �lt%t1511'i� 'I'ntn) I'urchusc �'ricc f'or thc ['raperty �5 d�tcrt��incd in
accordancc with pnra�;raph 3.13. ("Acquirin� Abcncy's P�irch�sc l'ricc"), �vhiGh aitcr rcducttdn by Acquiring
A�rncy afth� Option Paym�nt, will bc puid to Scllcr by stutc �varrnnt :�t closir��; and Local Govcrru��er�t shnll
p�y thc lcsscr ai$475,(}OO,OO UI' ZS°In Q�1I1C f iIAI S(j)UStCi� 'Cot.�l I'urchuse �'ricc i'or thc Property as dctcrmincd
in accorc3ar�cc with paragrapls 3.B, ("I.ocal Gavcmmcxtit's I�urcllasc Prirc"). 'I'hc Tolui i'urcttase Pricc is subjcct
to ad,justmcnt in accordancc with paragra��h 3.Q. 'I't�c cicicrminatini� afthc final'I'otal Purchasc 1'ricc can only
lie madc u�tcr the compZc:iion and uppro�al of thc: survc:y rcquircci in parabraph 5.
This Agrccmcnt is contingent on tt}c Sclicr's donatian oi'�SO,UQ0.00 to�vards tl�c fiiial adjustcd'1'otal Purc�lase
F'rice to Loc�l Gavernment} W}11CI1 SF13�I UC 5h0�V11 �5 a CTCdIt i0 LOCaI GOVCT111T1Ctlt Oil lt1C C�051I1� Sla�C171Ci1t,
Lncal Governmcnt's contribution nf its portion of the Purct��se Price and all ather project casts ("Local
Matclt") shall i�e deductcd fro��n t}yis 1�id nthcr crcdits on tllc closin� statcment, and baiancc, if any, sl�all bc
deiivered to the Lacal Govcmmcr�t from closing procecds,
This Agrccment is contingcnt upon approval nfTotal Purch�sc Price, Acquiring Agcncy's Purciiasc Pricc, and
Lacal Govcrnment's Purcf�ase Price by!'urchaser and upan confirmation that the Total Purcliase Pricc is not i�i
cxccss of thc f nal maxiri�um approved purchasc pricc of the Property as dctermined in accorciance �vith Rule
9K-8.007, Florida Administrative Codc ("I�iaximum Approvcd Purchasc l'rice"}.
This agrc�merit is also contin�cnt upon Local Govcrnmcnt's funds for closin� bcing availak�lc at closi�ib a�d
upan �.oc�l Governmeni giving written notic:c to Acquiring Agency, priar to the cxcrcise of thc option, that
tltesc funds arc avniIable to c�ose in accordance witl� tliis Agreement. If such notificatian is nat accomplished,
Acquiring Agcncy m�y in its sole discretion dcclarc; this Agreement vaid and of no furtlier farcc and cffect� as
ofthat datc. Locai Govemment's funds are the sale responsibility of Loca! Govemment. Seller shall havc no
recourse whatsocver, at law or ec}uity, against Acquiring Agcncy or thc Property as a result af �ny mattcr
�risin�; at any time whether before or aftcr fee simple title is conveyed to Lflcal Govctnmcnt, rcl�tin� ta Local
Government's funds, Acquiring Agency shall have no obligatian under this A�,�reement to �ravide any portion
oT Local Gavernment's funds, Acquiring Agency's funcis necessary to close are the sole res�onsibility of
Acquiring Agency. Sellcr shali havc na recours� whatsoever, al law ar equity, abaittst Loca1 Government or the
Property as � result of any matter arisi�g at any time, whetlier be#'orc or after fee simple titie is conveycd to
Local Govcrnment, relatin� to Acquirin� A�cncy's funcis. Local Govcrninent shall have no obli�atiun under
this� Agrcement to pravide any portian af Acquirin� A�ency's funds, Should Lacal Govcrnmcnt's 1'unds or
Acquiring Agency's funds nat !�e uvailable for any reason, i'urchase or Scller may elccl tn terminate this
A�reement by written notice to the pnrtics without liaUility to any party.
Acyuiring Agency and Local Goverr�ment a�ree that the Local Gavernment shall t�ke fcc simple titic to all af
the Property at the clasin� iiat�vithstan@in�; iliat Acquirin� A�cncy and LacaI Govcrnmcnt are rcc�uirc:d ta pay
�!1 of tltc Total Purchase Price in the manner set fartlt in lliis A�reemcnt, Conveyance of the Property in l�ce
simglc from SelIer to Local Governmcnt will take p�ace at thc closinb, in cxchange far t�re p�ymcnts to bc
macie t�y Acquirinb Ascncy and Loaal Governmez�t to Se1Ier at clasinb as set farth above in this paragraplt 3.A.
3.E3. �1DJUSTM�N7' Ol�'C�TAL PURCf-�ASE PRICE, if, �rior to clasing, Acqtiirinb Agency dctermincs
thnt She'i'otal Purch�sc Pricc stated in �aragrapl� 3.A, excccds thc finnl Maximum A}}prnv�d 1'urchase PricL af
thc �?raperty, the Tatal l'urchnsc f'rice will be rcduced to thc final Maximum Approvcd I'urchasc Price uI'tlic
Praperty, Upon dctcrmination of thc final adjustcd'I'olal l'urcli:t5c t'ricc, Acc�uiring A�cncy's Purchase 4'rice
June 21, 2002
oi-144-FFI.
2
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and Local Gavcrnment's I'urchasc Price w'sll l�c dctcrrnirtcd arid �cijustcd in .iccordancc with parugraplt 3.A. I1'
the Fna! adjusted T�thl �'urcltns4 I'ric� is Icss that� 99'%of'tha'('atal Purchasc L'ricc statcd in parabra��li 3.A.
�ccausc of a rcductio� in t�ic Maximum Approvcd l't�rciiasc Pri�c aF thc i'rnperty, Scllcr sl�all, in its sc�lc
discretion, h�ve tl3e right to terminate this Agrccmcnt aitd nritiicr party s�iall ltia�� any i'urtl�er aisligatio�is undwr
this A�reement. If Scllcr rlccts to tcrminate this Agreemcnt, Scllc:r shall providc writtcn notice to Acquirinb
A�cncy and Local Go�crnmcrtt ofhis e�cctiar� to tcrminatc this A�;rccment �vithin 10 days ai�er Sclier's receipt
ofwritt�n naticc from Acquirinb Agcncy of thc final adjustcd Tata)1'urchasc Price. ln the evcnt Sellcr fails lo
givc Acyuiring Agency and Lacal Gavcrnment a written notice of tcrmination within thc afaresa�c� time peric�d
fram receipt of Acq��iring Agcncy's �vritten natice, thcn 5ellcr shaIl Uc deer:zed ta have waivcd any right to
terminate this Agreement based upon a rcduction in thc Tatal Purc�ase Pricc stated in paragraph 3.A.
4.A. ENVIRONMENTAL SITE: ASSESSMEN'F. �Sellcrshall, at Scllcr's solc cost and eYpcnse and at lcast
30 days �prior to th� Option Expiration Date, furnish to Lacal Govcrrimertt anci Acquirin� Agcncy an
environmentaI site assessment ofthe Praperty, which meets thc standard oipractice ofthc American Socictyof
Testing Materials {"ASTM"). Seller shall use the scrvices of competcnt, pro[essional consultants ��ith
experiise in thc environmcntal sitc assc:ssing pracess to determi�e the existence and cxtcnt, if any, ol'
HazardQUS Materials on the Property. For purpflses of'this Agreemcnt "Ha�:ardous Materials" shall mean aiiy
hazardous or toxic substance, matcrial or iv�ste af any kind or uny other suUstAncc which is rcguiated Uy any
Environmental �,a« (as hereinafier deii�cd in paragr�ph 4.B,). Ttte examination of hazarcious materials
contamination shall be perFarmcc! to thc st�ndard af practicc af thc ASTM. For 1'hase I environmentai site
�ssessment, sueh standard ofpractice s11�1I be the ASTM Practice E 1527. If#he Findings and Conclusions
section of the assessmcnt rcporis evidcnce of reco�mized environmcntal conditions, then a Phase 11
Ezivironmcntal 5ite Assessm�nt shall bc performcd to address any suspicions raiscd in the 1'liasc 1
environmental site assessmcnt ancl to confirm thc prese�cc oicontaminants on site. 'The enviranmcntal sitc
asscssment shall bc ccrti�ed to I�urchaser and thc date of certitication shall be �vithin a5 days before the date of
closing. Acquirin� A�cilcy shali reim�urse Seller far the Acquiring A�;ettcy approvcd CDSt of the
environmental site asscssmcnt, nat fa exceed $5,aoa.00 upon 5elicr's suUmission of Uie ncccssary
doeumcntation�tu Aequirin� Agency wi�ich evidcnces payment irt i'uli of the environment�l site asscssment
costs by Sellcr. This rcimbursetnent is contin�ent upon a sale of thc 1'roperty ta Purchaser.
4.B. HAZARDOUS N1A'I'ERIALS. In the evertt th�t the en�ironmental site asscssment providcd far in
paragraph 4.A. canfirms the presence of Hazardaus Matcrials on thc Property, Purchaser, at its solc aption,
may clect to termi�3ate this A��tcement and neither party shall have any further pbli��tions under this
A�reement. Shauid Purch�ser cicct nat to termir�ate tttiis Agreement, Se11er shal�, at his sale cast and exp�nse
�nd prior ta the �xercise ofthc option aRd clasing, promptly commcnce anci dilibently pursuc any assessmcnt,
clean up and moriitaring of'the Property nccessary to 6rin� thc Property inta full campliancc; �vith any �nci �I1
applicAble fcderal, st�t� ar �aeai laws, statutes, ordinances, rules, regulations or other govcmmcnt�l restrictians
re�u�ating, relatin� to, or imposing li�bility nr standards of' conduct cnnccrnin� 1-[azardous Matcriuls
("Cnvironment�tl L��v"). Hawcvcr, should the cstsmated cost oCcican up of I•iazardous Materials c;xceed a sum
which is enual to !% of t�3c Tota14'urct}ase Pricc as slat4d in parabraph 3.A., Seller may elcet to tcrminate tltis
Agreement urd nU �arty shall have �ny fiirthcr oE�libutions under this A�rcemer�t. In tl�e event ll�at F-Iazarduus
Mntcrials pl�ccd on thc 1'raperty priar ta clasin�; arc discovercd ttiicr closing, Seller shall rcmain aUti�atcd
hcrcundcr, with such obli�ation ta survive the closing anc! deIivcry and recordinb of t�rc deed describcc! in
�aru�ruph 8, af this Agrccmcnt and Purchascr's {}�sscssion of ti}c Property, to dilibetitly pursuc and accomplish
thc cic�n up of 1•IazArclot�s Mutcrials in a manticr consistcnt with utl applicaUlc Lm�iron�nental La�vs aizd at
�7une 2x� 2002
Dl-lA4-�F1
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5eller's sole cosi and expense. �
Furcher, in thc event that neither party elccts to termittiatc this Agrccm�:nt as prnvic�cd a�ove, Scllcr st}ali
indemnify and save hamtless and defend 4'urchascr, its uf#iccrs, scrv�tnts, a�ents and �:mployres from and
against any and al! claims, suits, actions, datna�cs, I�abi�ities, cxpcnditures or c.iuscs of a�tior� orw�iatsacvcr
kind arisittg fram Hazardaus Materiais placcd on tlic Property 4�rior to clasing �vhcthcr thc Huzardous Materials
are ciiscovered prior to ar after closirt6. Scller shall dcfend, at his st�le cost and expensc, any lcbai action, c�aim
or proceeding instituted by �ny persori aga�nst Furchascr as a resull nf any claim, suii, or causc of aetion for
injuries to bady, lif�; limU or property for �vhich Hazarcious Materials placed an the Property prior to closinb
are all�ged to be a contributing iegal cause, Scllcr sha11 savc Purchaser h�rmlcss iram �nci a�ainst all
judgments, orders, decrees, attomey's fecs, costs, expenses and liabilities in and a�out afiy sUCh ci�im, suit,
investigation or defense thereof, �vhich may be cntcreci, incurrcci ar asscsseci as a result of thc forcboing.
5•. . SURVEY. Seller shail, at Seller's sale cast and expettse and not less than 3S days prior to thc Optian
Expiration Date, deliver ta Local Governmcnt and Acqairin� Agcncy a current boundary survey of the
Praperty prepared by a prafessional Iand surveyor �iccnsed Uy the Statc of I'lorida ��hich mects thc st�nciards
and requirem�nts of Acquiring Agency ("Survey"). It is Seller's responsibility to ensuri that thc surveyor
contacts the Acguiring Agency regardin� thcse standards un�i rcquircments and the cost ofthc Survey prior ta
the commencement af the Survey. Tlse Survey shall be ccrtificd ta Purcltiaser and thc titic insurer,and the datc
of certifcatian shall be within 90 days Uefore the date of closin�;, unless this 4Q day time perioc� is waiveci by
Purahas�r and by th� title insurer for purposcs af deleting t�ie standard cxccptions fur survey matters and
easemer�ts or claims afeasements not shown by thc public records i'rom the owncr's titte policy. Iithc Survey
shaws any encroachment on the Property or that improvements intended to be located on the Property encroach
an the land of others, the same shalt be trcatcd as a titIe dcfect. Acqttiring Agency shall �•ci�nburse Scllcr for
the Acquiring A�eney approved eost of Survey, nat to exceed $10,000.Oq, uQon Seller's suUmissian af tlie
necessaty dacum�ntation to Acquiring Agency, which evid�nces payment in Cull oithc Surveycosts by Seller.
This reimbursement is contingent upnn a sale of the Property to Purchaser.
b. TITL� INSURANCC. Seller sh�ll, at Seller's svle [ost and cxpensc and at Icast 35 clays �rior to the
Option Expiration Dake, furnisli to Purchaser a markcta�ile title insuruncc commitmeRt, ta be follo�ved Uy an
awner's marketable titls insurancc policy (ALTA� Form "B") frorn a titic insurance company, approved by
�Acquiring Agency, insuring marketable title to thc Property in thc aniount of the Purchase Price. Seller shall
require that tlte title insurer delete the standard cxccptions oi such policy, rcferrin� to; {a) all taxcs, {�)
unrecorded rights or claims oCparties in possession, (c) survcy mattcrs, (d) unrccorded easGmcnts or claims of
easements, �nd (e) unrccarded mechanics' liens. Acquirinb A�;ency shall rcimburse Sellcr for Sci2cr's cost for
ihe owner's title insurance poli�y required hcrcunder. Acquiring Abcncy's rcimbursement shal! nnt excced an
amaunt which is equal to the minimurn promulgatcd rate pc;rmitteci Uy the rlorida Insurance Commissianer's
rules and regulations. Acqtsiring Abency shall nat be rcyuired ta rcintbursc Sellcr until Scllcr lias subiniucd
ihe necessary documentation to Acquirin� Abency �vhic�ti cvidences paymcnt in fi�ll a�tlze title insuranc:c cost
hy Se11er and until the final awner's titic insur�nce policy has bccn received anci apnrovcd by Acquirin�
Agericy. This reim�ursement is cantinbent upo� a salc af the 1'ro�crty to Purchascr.
7. DEFECTS IN TITLE, If the titic: insurance commitmcnt or survcy furnishcci to Purchascr pt�rsu:��1t ta
this Agreemcnt discloses any defects in title, which are not fleceptaUle to �'urchascr, Sell�r shall, �vitt�in 90 days
aiter notice fram Purch�ser, rcmovc said dcfccts in tit�c, Scllcr ��rccs to usf� diligcnt cif'art to carrcc;t the
June 21, 2002
01-144-FF1
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dcfects in titic within thc timc provided thcrefore, providcd, hawevcr, that Scllcr sh�l� not bc rCquired ro bring
suit to correct a title defect. if5eller is unsuccessful in removin� tltc title c�cfccts �vithin said linic o� if'Sellcr
fails to make a di�i�cnt eFfort to carrect ihe tiile defects, �'t�rcl�ascr sha�! havC t}�c aption tD cilhnr; ��� �CL'C��� 1�]�:
titic as it then is with no rcductiori in the Total Purc�iasc I'ricc, nr (b} t�rmi:iatc this Abrcc�i�enl, thcrcu}�on
reYcasing PUrchaser and Sel�er from all furiher obli�;ations uncier this A�rccmcnt.
8. INTEREST CONVEYLA. At closing, Scller shall exccut� and dclivcr to [.acal Govcrnment a
statutory warranty deed in accordanc� with Scction G89.Q2, T'Iorida Statutes, convcyiiig marlcctable titic to tl�e
Property in fee simple free and clear�af all licns, rescrvatians, restrictians, casements, leascs, tenuncics and
othcr encurribr�nces, except for those that �re acccptabtc encumbrar�ces in th�� apinion of Purchascr. 'I'!�e
grantee in Seller's WarranEy Deed shall be thc City af Cle�r�vuter.
9. 1'RFPARATiON Or CLOSING DCfCUMENTS. Upon cxecution af this Agrecmcnt, Sellcr sl�al!
submit ta Purchascr a properly completed and executed �eneficial intcrest affidavit and disclosure statemcnt as
rec}uired by Sectians 28G.23, and 380.0$(2), Florida Statutes. Scllcr shull prep�rc the decd cicscriUcd in
para�raph 8 afthis Agreement, Seller's closing statcmcnt and the title, possession and lien aCfidavit ccrtif ed ta
Purchaser and titte ins�rer in �ccordance with Sectic�n G27,7842, Flori�� Statutes, 3ncl 3n environment�!
aff davit an Acquiring A�ency forms provided by Acquiring Agcncy. Acquirin� � Agency sha�l pre�arc
Purchaser's clasing statement. All prepare� docunients shall bc submitted to Local Gavemment a�d Acquirin�
Agency for review and approval at least 3d days prior ta the Option Expiration Date.
10. PURCHASER REVICW FOR CLOSING. Purchaser will approve or reject eaah item required to E�e
pravided by Ssller under this Agreement witliin 30 days aftcr receipt by Purchaser of all ofthe rc�quired items.
Selter �vilt have 30 days ther�after to Cctrc �nd resubcnit any rejected item to Purehascr. In the cver�t Selter �'ails
ta timely deliver any item, or Pure}�aser rcjects any itcm aRer delivery, Purchascr may in its discretion extend
the Option Expiration Date. � .
1 l. EXPENSES. Sellcr will pay the docUmentary rcvenuc stamp tax, if any, and all athcr t:�xcs or costs
assooiated with the conveyance, includin� the cost of recordinb the decd dcscribed in para�;ra�h 8 of lhis
Agrcement and any othcr recordable instruments tvhich Purchaser deems nccessary to assure bood and
marketablc title tu the Property.
12. TAXES AND ASSESSMENTS. Alt rea� estate taxes unci assessmcnts which �rc or wt�ich may
becomc a lien against the Praperty shall be satisfied of record by Seller at closing, in lhe cvent ihc Locai
Goveniment acyuires fee title to the Property between lanuary 1 and Novembcr l, Sail�;r shalt, in accordancc
witi� Section 195.295, Florida Statutes, placc in escro�v with lhc county tux collector an amount equaZ to the
ourrent tsixes prorated to the date af transfer, based upon the current assessment and miIla�e ratcs an thc
Property. In the event the Local Governmcnt acquires fec title to thc Prnperty on or aftcr Navem�cr t, Scllcr
shall pay ta the county tax collector an amount cquai ta thc taxes that arc dcterminc�d to l�c lc�;�lly clue artd
payable by the county taac collectar,
13. CLOSING PLACE AND DATC, 'i'he closin� sliall be on ar beforc 15 days aRcr �'urchascr excrc:iscs
the aptian; prnvided, however, that if a defcct cxists in tlic title ta the Property, title commitmcnt, SEirvcy,
enviranmental site assessmerit, or �ny other c�acuments required ta bc provided or complctcd ��td cxccutcd Uy
Seiler, the closing sH�(1 occur cithcr on thc oribinal cl�sin�; datc ar wiShin GO days af�cr receipt oC
documentation curing the defccts, tivhichever is latcr. Purchaser shall set ti�c datc, tiiite anci ptacc nf closing.
June 21, 2002
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14. R3SK OF L05S AND CQNDiTION O� R1�AI. F'ROPER'['Y. Sellcr assunzcs all risk of' loss or
damagc to thc Properly prior ta thc date oi closin�; and �varrants that tlic [�roperty slt�ll �c tr;insfcrrcd and
conveyed ta the Local Government in the same or esserttialiy thc samc conditiatt �s of tljc datc of Sc{icr's
execution' af this Agreement, ardinary we�r and tcar cxcepted. Ho�vcvcr, in thc cvent thc candit�ori of' thc
Property is altered by an act of God or ather natural forcc beyonc� thc cantrol af Sellcr, P�rchnser may cicct, �t
its sole aption, to tcrminais this Agreement and ncithcr party shall havc any further obligations under this
Agreement. Selter represents and warrants that therc arc no partics other tlian Scllcr in occupancy or
pnssession of any part of the Praperty.
15. R1G�-iT TO ENTER PROPERTY AND POSSESSION. Sel[cr agrecs ttiaf from the datc this
A�ceement is executed Uy Seller, Purchascr ar�d its agents, upan reasonable notice, shall havc the right to cntcr
the 1'roperty for all lawful purposes itz connection �vitl� the this Abrecmciit, Scller st�ali dclivcr posscssian of
the Property to ths Locai Government at closing.
IG. ACCESS. Seller warrants that tliere is legal ingress and e�ress %r the Praperty ovcr puUlic roads or
valid, recorded easemcnts that bencfit the Property.
17. DE�AULT. IfSellcr defaults under this Agreemcnt, Purchaser m�y waive the default and proceed to
ciosittg, seek specific perfarmance, or refuse to close and elcci to receive the return ofany money paid, eac�
withaut wai�in� any act�on ,for dainages, or any other remedy permitted by lativ or �n equity resulting Pr�m
Scller's dcfault.
18, BROKERS. Seller w�rrants that no persons, firms, corporations or nthcr entities are entitleci to a real
estate commission or other fees as a result of this Ab�rcement nr su�isec�uent closing, exccpt as acctcratcly
disclosed on tlze disalosure statement required in paragraph 9. Seller shalj indemnify and hald Purchaser
harmless from any and ajl such claims, whether disclosed or undisclosed.
19. RECORDING. This A�reement, ar notice af it, rrtay be recorded by Purchaser in the appropriate
county or counties.
20. ASSIGNMCNT, This Agreement may be assigned by Purchaser to a govemmetrial agcncy ar to an
entity �fram federal income tax pursuant ko section SD 1(c)(3}(IRC), in which evcnt Purclzascr wil! pravidc
written naticc ofassigriment to Seller. This Agreement may not be assi�ncci �y Scllcr �vit�iout thc priar �vritten
conscnt of Purchaser.
Zf. TIME. Time is af essence wit�z regard to al! dates or times set forth in ihis A�rec:r�ent.
22. SEVERAB�LITY, In t�e cvent any of the prnvisions of this Agrccrncnt are decmed ta bc
unenforccable, the enforceability of the remaining provisions of this Abrcement shall not bc affcctcd.
23. SUCCESSORS TN INTEREST. Uport Se21er's exceut�ott of tlsis A�recn�erit, Scl�rrr's �c�;a�
representativ�;s, suecessors and assibms will be bound hy it, Upon P►irchaser's approv�i of'this A�;recment and
Purehaser's cxercise of the option, Purchaser and i'urchascr's �ucccssars and assibns will bc: baund Uy it.
Whenev�r used, tiye singular shali include thc p3ural artd ane gendcr shall inolude a11 benders.
24. ENTIRE AGR�EMENT. This A�rcement contains tl�c cntirc abrccmcnt Uetwc:cn thc partics
pert�ining tu thc subject maltcr cot�taincd in it and superscdcs al! priar �nd cant�mporanc4t�s agrcemct�ts,
June 21, 2002
fl1-144°FF1
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repr�serstations and undcrstandings of thc panics. No supp�cment, modi�icatian or amendmcnE lo Ehis
Agreement shall be �inding unless executed in �vriting by thc partics.
25., WAiVER. �ailure of Purchaser to insist upan strict perl'orntance af any c�venant or condition oftY�is
Agreemetlt, or to, exercise any right herein containcd, sha11 rtot i�e construcd as a waiver or relinquishn�ertt for
the futurc of any such cavcnant, conditian or ribht; but thc same shall remain in full Corce and efFcct.
2G. AGRE�MENT EFFECTIVE. This Agrccment or any modification, amer�dment or alteration thereto,
sh�ll not be �ffective or binciing upon any of the partics h�reto until it t�as bce�i exccuted by all of thc parties
hereta. .
27. ADD�NDUM: Any addendum attached hereto that is si�ned by the parties slial I Uc dccmcd a}�art af
this Agrecment.
28. NOTICE. Whenever either party desires or is required to givc naticc u�ito thc other, it must he biven
hy writtcn notice, and either delivered personally or mailcd to thc appropriate acidress indicated an thc Crst
page of this Agreement, ar sUCh ot�er address as is dcsi�iaEed ir� writir�� t�y a party to ihis Ab�reement.
29. SURVIVAL. The covenants, warranties, representations, indemnitics and undertakinbs of Sellcr set
farth in this Agreement shall survive the closing, the delivery and recording ofthe dccd described in paragrauh
$ of this Agreement and Local Government's possession of thc Property.
THIS AGREEMEi�T IS �IITIALLY TRANSMITTED TO THE SELL�R A5 AN OFFER. iF THIS
AGREEMENT IS NOT EXECUTED BY THE SELL�R ON OR B�FORE ]UNE x8, 2002, TI-iIS OFFER
WI�.L BE VOID UNLESS THE PURCHASER, AT ITS 50LE OPTION, LLECTS TO ACCEPT THIS
OFFER. THE EXERCISE OF THIS OPTFON IS SUBJECT TO: (1} A.PPROVAL OF THIS AGREEMENT,
TQTAL PURCHASE PRICE, ACQUIRlNG AGENCY'S PURCHASE PItICE, AND LOCAL
GOVERNMENT'S PURCHASE PIUCE BY I'UItCHASER, {2} ACQUIRING AGCNCY'S GQV�RN�NG
BODY GRANTING PROJECT PLAN APPROVAL IN ACCORDANCE W1T�-i RUL� 9K-$.O 11, rLOR1DA
ADMIlVISTft.A,TiVE CODE, (3} CONFIRMATION THAT THE TOTAL P[]RC�IASE PRICE IS NOT IN
BXCESS OF THE �INAL MAXIMUM APPROVED P[JRC�-�ASE PRICE OF'I'I-ir PROPERTY, AND (4}
I.00AL GOVERNMENT AND ACQUIRTiVG AG�NCY �1PpROVAL OF A�,L D�CUMCN'I'S TO B[:
FURNISHED HEREUNDER BY SELLER. TF-IE ACQUiRTNG AGENCY'S PERrORMANCE AND
OBLIGATI4N T4 PAY �UNDER THIS CONTRACT IS CONTINGENT UPON AN ANNLIAL
APPROPRIATION BY TH� LEGISLATUR�.
June 21, 2002
U1-144-�'F1
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THIS ]S TO BE A' LEGALLY BTNDFNG CONTRACT. lr NOT T'ULGY iJNDI;RSTOOD, SF��K 'i'1-[F
� � ADVICE OF AN ATTaRNEY PRIQR TO SIGNSNG.
� . ' SELLER ' , �
� � , � - THE TRUS"I' FOR PUBLIC LAND, a ' ,I'�
� - ; � � , Caltfornia non-proi3t corpornt[on � �
. : - • . �.�' , '� B � �.-' ; ;�
; .' � ` � Witn as to eiler � � . � � ��ary r A. C.ii�i _ f IE�,
. � ' L� . . , �Tiile- orid� StaCe'D� tor �
� . � ,- ?�� �t�--, °`� . .
� � Witness as to eller � , � F.E.I.D. No. 23-7222333 . � � '
. . . _ C,? • a. � D v�. -- � .
� .� � , ' Date signed by 5eller
�.; . . . . .
� . � �
i. " . � STATE OF �LORIDA) , _ ' , • . . � ,
; . � , COU�ITY �F LEON) � �
�. �.� � , The foregaing instrument was aclrnowledged befare me this 2I day ofJune, 2002, t�y Grcgary J. A. Chclius, �
,,,�, as F1orlda State Director af The Trust fnr Public L��d, a California non-prafit corpo�ati�n, on behaliofthe
� corporation, who is personaliy lmawn to me. � . •
�. . � (NOTARY PUIILIC) , �
�: � . . SEAL � � �--�'Jt �- � � ��_-C: , � .
o..
f • 5taty Savate � NOT 1' PUBLIC.
� . � � ��October i zoozl � � � .
` • �aKOtat�aun�orF�+�+su�w+c� M+c '
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. � . . June zi, 2QU2 . � � �� . �
' . OZ-144-FF1 ,
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PURCHASER
� � ' LQCAL GOVERNM�NT
. Countersigned: - CITY OF C�.EARWA7ER, FLORIDA .
. . . . By: _ ,
BrEan J. Aungst � William 8. Horne II .
Mayor-Commissioner.. � . City Manager �
: A�rove as to form: Attest: � :
N� , ,
BYy�T��f�- � Cyn#hia"E. Goudeau � '
. Akss�e�t Cify Attotney ,� C9ty Clerk � . �
STATE �F FL�RIDA ) � , �
COUNTY OF PINELLAS ) . . , � �
. The foregoing instrument was acicnowl�dged before me tY�is day af �
' ', 20D2, by BRlAN J. AUNGST, Mayor-Commissian�r of #he City of Cfearwater,
who Is personally knawn to me. � ' � �
. , . . ,
, . .
PrinUType Name: . ' �
Notary Pub�ic � � �
STATE OF FI.�RIDA j .
C4UNTY.OF P�NELLAS } � ' �
The faregoing instrument was acknowledg�d�befare me this day o�
� , 2002, by WI[.LiAM B. HORNE I!, City Manager of the City ort C�earwater,
wY�o is p�rsanally known to me, � �
PrintlType Name:
Notary Pu�lic .
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,
' � �'URCHASER
AC i1IRING AGCIVCY
�
, . . . • Q . �
�� , . � � , . �. ' ' � FLORIDA COMMUNITIES'�'RUST
� � � . . By: _
'�`.+� Witness as to Acquiring Agency '�3anice Bt•o�vnin�, Lxecutive Dirnctor �
�, � ' , � � � . � ` . , �
� . , � � Witness as to Acc}uiring A�ency . � '
�. ' ' Datc si�ned Uy Acquiring A�ency ,
,:. Approved as to Form and Le�ality � .' .
, By: � � � , � ,� � '
' - � ' ' , Ann J. Wild, Trust Counsel . � � . �
. . ' . Date: � . . . . . .
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;� . s '. � . : � STATE OF FLORIDA) . � �
, � COUNTY O� LEON) " . . � � •
:�, . � The fflregoing instrument.was acknow2cd�ed befvr� mc tt�is a�y of , 2QQ2, by J�tttirc
� �_� � Browning, Executivc Directar of the Florida Cammunities Trust, an behalFofihe Acquirinb Abcncy. She
. is personally knovvr� to me. '.
� , {N4TARY PUBLIC), .
. • � : SEAL � � .
• '. � Notary Public
�
. � r .
, . . '(�'rinted, 7'ypcd ar Stampcd Name o1'� �
_ , , Notary Public). �
' . ' � , ' . Commission Na.: .
� ', �� . . ' � ' My Commissian Lxpires:
t.' �. ., � � . ' , ' ' . . • . .
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. � . June 21, �2002 ` . �
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EX!-�I�3IT "A"
Le�!al Descrlt�tia��
A portian �iTract A, Myron A. Smith's D�y Vicw Subdivisinn, uccardin� ta plat �herraf, as rccardcci ity I'Inl 13nok ?5,
Pagc 57, Public Rccards of Pincllas Cowity, rlorida, in the S%: af Fractinnal Scction 1 G, Towns}�ip 29 Sauth, Ranbc 1 G
�ast, being described us fnllaws:
Commencin� at tl�e West 1/4 comer ofsaic� l�r�ctio�tiul Section 1 G, nitti ttien�e Sout�i 89 27' SG' �ast �lonb E�ie L;�st and
West centerlinc of said Section i G, far a distancc of401.99 fcet; thence South a0 32' �4" West, fnr a distance of 50.00
feet to a point of afaresaid Truct A and the PO[N'I' OF BEGINNING; thc»cc sautl� $9 27' SG" East, 2�13.22 fect to a
point on curve; t�ience 140,6$ feet alprtg t�ic xrc ofa cur�c, cancave Sautherly, throubh a central angle of UO 45' 3G", a
radius af 7591,�t�} feet and u chord b�uring af Souti� 87 OS' I2" East, 100.G8 fect, to a point of'rcversc curvaturc; thcncc
135,23 fcet �long thc arc af a curvc, concave Northcrly t�uough a central angle of OU 4Q' 2�" , a radius af 11,507, l G fcet
and n chord bearing nfSouth 87 OZ' 36" L�ast, 135.23 fect; t�ience Soutli 02 37' I2° West (r�dial) for a dislancc of S.OU
fcet; tl�ence 5auth 87 23` 34" Easi fnr a distance of 5.Q! feet; thencc North 02 35' 42" East (rndial) for a distance nf
S.UQ fect; thence 10.53 feet along tiye urc oFa curvc, concavc Northcrly, tlaough a central angle afUO 03' D9", a radius
of 11,507.16 feet And a chord hearing of Soutti 87 25' S2" EASI� 10,53 feet; thcnce South 22 3a' SQ" �ast, 27�.A5 feet;
thence SQUtt� &7 29' 13,5" West, 3S1.7�4 fe�i, ihencc North 21 30' 31" West, 19�.95 fcsf; thence 5outh �i9 34' S9"
West 109.48 feet; thence Narih 21 06' 48" Wcst, 28l.8Q fect to the POINT 01� 13EGINNING.
AND
Lot 2 ajid Lot 3, Block S, REVIS£D MAA O�' T01VN OF IIAY VIE1�V, accarding to the plat tl�ereof re�ardcci in
Plat Baok, 6, pa�e 23, Public Recards of t�iillsborough Counry, Florida, of which PinclIas County was f'onncrly a
part.
AND
That portion of County Roud 31 lying in Sectian 1G, To��fship 29 Sauth, Range 1 G East, Pi��e�las County, Florida, as
vacuted by Resolution No. 97-154 recorded in Ofiicial Records Baok 97G2, pabe 1872, Public Records of Pinclla�
Caunty, rlorida, more garticularly d�scribed as foilo�vs:
Cammence at the Northwest corner af tltat certain tract n1'�and describeci in Warranty llced record�ci Official Recards
Boak 5879, page 1052, F'ublic Records af Pinellas Cou»ty, Floridu, said �iortl��vcst corner bcing 37.97 feet �Vcst of thc
Nor#hcast comer afTract C ofMYRON A. SMITF-i'S BAY VIEW SLtBDIVISION, as rccord�d in T.'lat I3oak z5, �agc
57, Public Reeords of Pinell�,s County, �lorida and bein� a point Qn t�te 5outhcrly righE-of-way a#' Cau��ty Road 31;
ihence along the So�ther�y right-of-way, Nortl� G7° 29' 05" E�st, 1�H,99 feci in ihe POINT Or BEG�MVING; thencc
Narlh 21 °4G'2S" West, G6,04 feet to a point on the Northerly r3ght-oC w�y of said County Road 31; thence uiong said
Nortiierly right-of-way, North 67° 29' US" East, 251.74 fect; tlience Soutts 22° 30' S5" �ast, GG.03 fect to a paii�t an thc
Snutherly.ri�hE�of-wAy af said County Road 31; ti�cncc atong said Southcrly right-af-�vay, South G7° 29' OS" West,
259.60 feet to thc FOINT OF BEGiNNING.
AND
The part of Lots 1 and 4 of Block 5 of REVISED MAP �l* TOWN OF 13AY ViEW, accarding ta thc ��lat
thercof recorded in Plat Boak 6, pabc 23, Public Records of F-Iillsborou�h County, l� loridu, ol'tvhich �'i�lellas
County was farmcrly a part, IF ANY,1yin� Castcrly of thc l:astcrly bound�ry of' Lots 2 �nd a of saici f3lonk 5
And lyin� Westerly of Tract A of INYR�N A. SNftTI-�'S BAY VI�W SUt3DiVfSION, �s rccordcd tn I'�;�t
Book 25, pa�e 57, Pi�blic Records af Pincllas County, l� lorida. �
June 21,' 2QD2
01-1.g4-FFl�
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A
� � ,� Aon�NUUn�
• � � BENEf�ICIAI. INTEn�S'I' AND DI5CLOSURE ArFIUAVIT .
� . ' (OTI�IER) � . .
� � STATE OF FLORIDA}
� � COUNTY OF LE�N) �
,� ' �Befare me, thc attdersigned autharity, personally appearcd Gre�ory d, A. CheIius, tliis 2� day afJurte,
• 2042, who, �rst being duly sworn, depases and says:
� . �} 7'h�t'� he Tresst for Public land whosc address is 30fi Nort�� Mc�nrac Strcct, Tallahassee, Plorida 32301, is
. thc owr�er nith� �'ro�erty. As required by Sectian 2$6.23, Florida Statutcs, the folIowing is a Zist of cvcry
, "person" {�,s defined in �Section �,01{3), FZorida Statutes) haldin� 5% or more afthe Ueneticial interest in thc
disclosing entity: �
' The Trust for Pubiic Land is a nat for profit corparation, thereiarc it has r�o sliarcholders or individuals with
j any beneficial interest in the reaI property listed in Exhibit A.
�.. The Trust for Public Land, authorized to transact busincss in the state of Florida, is a charitable nanpro�it
, Califomia corporation exempt from federal t�cation undcr Section SO1(c)(3} of thc Interriai Revenue Code
or�anizcd for the purpose ofpreserving and prvtectin� natural diversity. None of'the memUers af its Board of
. Directars or Of�cers will personally receivc any manetary compensatinn #'rom nor hold a beneficial interest
related to this transaction. •
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2} That to the best a�'the �ffiant's knowledgc, all persans who h�ve a financial interest in this rcal estat� '
transaction or who have received or will receive real cstate cammissions, attornev's or can5ultarit's feNS or an�
other fees or ather benefts incident ta the sale of t�e 1'ro�erty are: . ,
N�mc und Address Reason for Pa ment A►inount
Environmental and Tschnolo�y, Inc. Environ�ncrttal Site Assessment $2,550.00 �
5tewart Titte of Tnllahassee, Ina. Title Agcnt 'I'BD
Stewart T�tle Guaranty rund Title Insurance TBD
Wiljiam K, Woadworth, PSM Boundary Survey TBD �
3) That, to ttte best of th� affiant's know2edge,� thc fo2lowin� is a tr�e history of a11 �nancia! tr�r�sactions
(inoluding any existing option or purchasc a�*rcement in favar of affiant) cnnGerning the Property �vtfich t}�tve
taken place or will takc place during the last five years � Qriar to the conveyance of title to thc City ot'
Clear�vater: '
Nume nnd Address Type uf' Amount of '
af Purties Inval�ed � Dute '�'ransaction TrAnsaction
Laura Nall Connolly June S, 2002 PurcY�ase . $1,850,OOQ.qa
Rcvocable Trust Laura Nall Connolly, Trustce ,
J�ne 2Z, 2002
01-14�-FFl
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�' . ovisions of Sections 286.23 and 38U.08 2�larida ' II�
�• , Thzs affidav�t �s �rvcn in compltance with the pr ()' I
.. St�tutes.. ' . � . . . , .
. � . _ �
, �� AND FURTHER AFFIANT SAYETI3 NOT. � ' �
:. � , . ' .., �i
, . � � - AFFXAN'I' � f ` , I
' . ' ' ' � ' • . . „ � % �' '` 1 � .t;r• � �I',
. � �.'. �
� � ' ° ' � • . ego y J A !' --
, • ' ' • . , . � .�o a Sta � r �
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' � �� SWC?RN Ta �nd subscribed beforc me this 21 day of June, 2002, by Gregory ,i A Cl�elius, Florida ;I
�,_ �; -� State Director of The Trust far Public Land, a California nan-profit corporation, on behalPofthe corporation, . • •, �'
� .y; , � ' who is personalIy kno�vrt to me. ; ' ' . , ' , I,
• _ ' , . � � � • ' ��' ` �� �t..L� L�.�LsL..,, � � . ��I
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, . , ', ' � � � • NOTARY PU .IC � � ',
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. � . , . ;' {NOTARY PUBLIC SEAL.) ' � � !
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s'. ' • ' ' � , ' . apHU. ' . � � I
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�, � , . . . � . ?��r+ rr��. • Stacy Savate
, � , • � _.: j � MYCOMMISSiOHr! CC9�51�7 �x�" ' . , �
' Uctotier3�, Z002 '
, , � ` � � �. � aoNDtATM�unoYF�wsu�rr..�.
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. • �'une 21► 2002 , . . � , .
01-249-FF� . ' . . , � ' ' � '
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� � . . . ..,..a "'e: � �. �. . . .
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i� - � � annFrroum �
� , ' . {COItPORAT�/NON-�I.ORjUA)
� A. At ths samc timc that Scllcr submits tlte clasing doctn�icnts rcc�Uired by paragra�h 9 oC titis
A�r�enient, Seller shall also submit the Col�owing tn 1'urcl}ascr:
, 1. . Corporate ccsolution which authorizes t}tc saIc of'tlSC Property ta I'urch�ser in accordancc witli
� the provisians of this Agreement and a certiticatc of incumUcncy,
, 2. � Certificates af goad standing from the Sccretary of Statc of the Statc of Clorida and the Sccretary
' � � � of State of the State af California, and
•� ". -. 3. Gopy of proposed opinion of counscl as reyuired by para�raph B. �elo�v.
, B. As a material inducement to Purchascr cntering i�nto this A�recment and ta consummate tiic
. transaction contemp�ated hcrein, Seller covenanks, represents and warrants ta Purchasei• as folloivs:
' i. The executian of this Agreement and the performance by it of thc varinus terms and conciit�ans
�� hereaf, incIuding, without limitation, ihe execution of all a�reements, noliccs and other
�. . documents hercunder, havc been duly autharizcd �y the requisite corporate authc�rity of Seller.
� � 2. Selier is a corporation dtily orgar►ized, validly'existing and in �;aad standing under thc laws oF
• � the State of C�lifornia and is duly.licensed and in gaod standin�; and qualified ta awn real
�, . . > ' . �property in thc St�te af Fiorida,
, � 3. This Agreement, �vhcn cxecuted attd delivcred, �vi11 be valid and legally bi�ding upon Seller and
�'. , � enfarceaUle in accordance with its terms arid neither the executian of this Agreement and the
� other instruments'to be executed hereunder by Sellcr, nor the perfarmance by it of the various
�� �. terms and conditions hcreto wiZl violate the Articles of Incar}�oratian or By-Laws of Seller. `
� At t�e closinb, Scller shall dciiver ta Purchaser an opinion ofcounse� to ti�e effcct that the covena�ts,
� representations and warranties cortained abave in this paragraph B. are true and correct as of the clasing date.
, In rertderin� thc fore�ning opinion, such cotanscl may rely as to factual mattcrs upon certificates of othcr
��� � docaments furnished by partners, offieers, officials and other counsel ofSsller, and Upon such other documents
�.' and data as such partners, off cers, aff cials and counsel may deem appropriatc. . _
�
�ur,� zx, zoaa
01-194-�'F�.�
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: � Wit e as t Sel�r
• �..y' �1.� `
� � Witness �s to llcr
' � ' ' Cauntexsign�d: ' .
�. �Bryan 3. Aungst , .
� Mayox-Commissioner
", Witness as to Local Govcrnment
�
5ELLCR .
TH� T[2UST rOR PUBLIC LANU,
u Californiu Nan-Profil Carpo ntiun
� '� `f� ,
�By: - �~ �" ' .� -.
cgary d A..0 « , 'r.�da�te Dircct�r
j.__....�'��� ...� ,
F.C.I.D, No.: 23-'7222333
. �".�t�-Z�::L �
. Date signcd by Scllcr � ' •
LOCAL GOVERNMENT
CITY UF CLEAR�VATGit �
By: ,
Its:_CiGy ManA�er, ,, t�Ti�liam B, Horne I I
' Wih�ess as to LocaI Government . Attest: � �
, . � � , . (Clerk or Deputy C,lerk} .
. • � Cynthia �. Goudeau •
, � , . , ' (OFPICIAL SEAL)
,� Approved as to Form am3c�gadi�t , �
� Date signed by Local Government
By: � �
. , CiCy A�torney '
� . Date: • .
� Witness as t�o Acquiring Agency ,
Witness'as to AcquFrin� Agency
� Approved as to Farm and I:e�ality
. Sy: �
� Dzte: � � �
�. , ' ' �
Juna 21, 2002
01-I49-FFl �
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ACQUiRING AGENCY
FLORInA COMMUNiTIES TRUST
By; �
JAnice Bra�vning, Executive Director -
Datc si�ncd by Acquirinb A�ency
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� � ApPOINTM�NT WORKSHEET
� FOR C4MMISSION MEETINC� Auc�ust B, 2002 Agenda #�,,�
BOAFiD: Library Board MEM�ERS: 7 �
TERM:, 4 yQars CHAIFiPERSON: Judy Meiges
APPOINT�D BY: City Commission MEETiNG DATES: 3rd Fri., 1�:30 am
FINANClAL DiSCLOSURE: Not Aequired PLAC�: Library Cor�ference Room
R�SIDENCY R�QUIRLMLNT: City c�� Cle�rwater AF'PTS. f��EDED: �
. SP�CIAL QUALIFICATIONS: None DAT� APPTS TO B� MAD�:
, �TH� FQLLOWING ADVISORY B�ARD M�MB�R(Sj HAV� T�RMS WHICH EXPlA� AND
NOW REQUIRE �1THER REAPPOfNTMENT FOR A N�W T�RM OR REPLACEMENT BY A
NEW APPOINT�E. �
' Date of Original Attendance interest in
� Name A aintm�nt � Record raappointment
��� '1. Kat��rine Merr�am 1998 ' � Absence Yes
� 2701 Regency Oaks Bivd., #�Ai 12
� , � Clsarwater, FL 33759
- � THE FOLLOWENG NAMES ARE B�lNG .SUBMITT�D FOR CONSID�RAT�ON TO FILL iHE
.�ABOVE VACANCIES:
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Name-Address Comments-Related �x erience Etc.
1: Jan Regulski Retired
1045 CF�inaberry Rd., 33764 , �
3. Norma Carlaugh Retired Insurance Agent .
1755 Ashton Ai�bey Rd., 33755 �
2ipcodes of current members on b�ard:
2 at 33759 �
2 at 3376i .
4 at 337fi� ,
7_ �t 337fi7 � �
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CiTY OF CLEARWATER - APPL.ICATI4N F�R ADVIS�RY BOARDS
(must be Clean+vater resident)
Name: hlti�eriri�: C?. ��terriar�
Home Address:
2701 �:gency AakS i��vd.
Ci��rwate�r�,. - - -Z��33759
Teleptione: { �z7)7i�Moi�.�
How �ong a resident of Cl�annrater? �� Y`='�5.
Occupation: � ��t�xed �
Field of Educatian:
BBA from Univer�ity of Tu].edo.O�tiio
pu�l C�:rtiifir,aGion from U�iiv, af Ari.xon��
in i: em. uca san a
K 12.
Office Address:
;,t/,-�
� �.. , Z�P .,
Telephone:
Employer:
Other Work Experience:
li retired, former occt�pation: �.�t��ar�.ar►
Community Activities: �ci:ive r.Eenber of I'ri.ends o� CZ��rcaate�Libr�ry and the �r�ater GXearwa�er
Puhlic Library Fo�ndationj�trotc the majora:�y n� baok orders and Audxo Vi�ual equ pment
,Qr �.ne a� ar -
Other fnterests; Volunt�er�d help in seti�ing u�� t•ie�se �ic�spa.taX ilursing LxUrar�p.
Boa�d Service {current and past):
� 6 years on Ci�y af C�.earwater
i,ibrar,y i3oarc�. Z havc� U�en a mer��:x
of the Ci�y nE Cleazwater tteautif.ica
tiaj� Commi.ttee 51.I7C� l� .
Additional Cornments:_ _ _
Board Preference:
�,ib�ar�� Fio�rd.
_ � � � j/ . �
, �
Signed: .5 : ;~ � Date: � v �
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See attac�ed list for boards fhat �require Finar�cial DiscSosure at #ime af appaintment.
Piease return this appl�cation & board questionnaire for each board listed to;
City Clerk's Departrnent, P. O. Bux 4748, Clearwat�r, FL 33758-�4748 or dro� aff at City Hall, 2nd
Floor, 112 S. Osceola Avenue ,� �-�r j( r� ���.,1-� :-,, .�•-, ..•
� �
�,L , � , �- L.� 4; '' 1 ,_�'� � , `, ;� � �a' �� Si,1 �� T�'
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�,ajt`.f 14��� � i�� � cJ, .
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BOARD aU�ST�ONNAiR�
� �,� What is your understanding of the board's duties and responsibil�ties7
T� serves as_an advisory commi��e� Go__t_h�__l�brary admin�.strator
and the Ci�y Comm�,ssxons c�n �he functioning of the library. ��
�i.ds in the development o� new :Edeas and methods.�o bett�r
� 'suit-�•the needs o� �he communai.ty.
2. Have you ever observed a board meeting either in person ar on C-View, the �
City's TV station7
Yes, � haue sert�ed on a Cleafwa�er Board and a Commii:t�e.
I have also watched a number of Board'meetinas an CH. 75.
3. What backgraund andlor c{ualifications dQ yau have that yau feel would qualifiy
,�
. � you to serve on this �oard? �
Educa�ion and ex erience in 1.ibrar work tor man ears.
4. Why do you want to serve �n this Board7
� f�el that I was a con�rihutinq m�mb�r of the.3aard whan Z'
_ served b�fore. It would �e wonder�uZ _to _bF. :�� member•' during
the deve�.op�ng and plann�ng stage o� �he new libr�r . M 3�
,' � „ years as a resident oi the City and my work experienc� shou�.d
be an asset to �he Baatd.
, �� f � � .
' � � ' Board Nama; , f , � � �
Name, �� , . � r a, � � �,i�`
.r, � , �
ii;l. {� �' f�i�)�;
°'.:E � 1� f.",�,.�:.t�€E t:?�;'r=''f�
�,,
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Name;
C�TY OF CLEARWATER - APPLICATION FOR ADV�SORY B4ARDS
(must be Clearwater resident) �
�
Home Address; Office Address:
� _/D�.S _,. �'�//11v9 � � 2 ��.ArO
2. Zi �v�'7G � _ , �. -- � _.,, Zr� _�,_
Telephone: � 3- S -- �.s"5' Telephone:
How �ong a resider�t of Clearwater7 r�a"�yf-5 � , _
. � .
Occtapation: � �- Employer:
Field of Educatian:
if retired, former occupa#io
Community Actir�ities:
Other Work Experience:
�Diher Interests:
Board Service (c�rrent and past):
� � �s �? �
r
Add;�i�na� C�minen#s: e.•
� ��� �«�`�,c,
� O
5ign
Boaxd Preference:
,�- �3�s r��'�z.
�
. .- - .�
� M1 I
Da4e: / � � ���f''
See attached list for baards that require Financ9�l Disclosure at time of appointment,
Piease re#urn thts applicatior� & board questior�naire for eacn board Jisted to:
City Cler�C's Department, P. O. Box 47�8, Clea�nrat�r, FL 33758-4748 or drop off at City Hail, 2nd
Floor, 1'f 2 S. Osceola Aver�ue 7�� ,�.� i�.� ,� P�
r' (S J•�. �l �1•C� r,l t-<'� �'i' �'. I b1"� ►�`� �� ' � . � �` � "~' �.
��� �od
� �V��� Y �r i� �9�g
�"'•E'i 4' t;�..r=F=ir� l��f�'f,
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/'�ilr. �-'`L�- � �'.
� BOARD QUESTlONNAIRE �/
'i . What i� your understandlrtg of the t��ard's duties and respo�sibilities7
. _ � �a .
�
2. Have you ever obser�ed a board meeting either in person ar on C-View, the
City's TV statian? . ,
"/,P�/
-----.._._ �_.,..,.__ _ , , „ .. ,,,..., „ , . ......,,...
3. What backgraund andlor quaCifications do yau have that yau feel would qualify
you �a serve an this 8oard7 �
�
. �
,
� . �
�ti _ _ � � � .'.�...�r
�
4. Why do you want to serve on this 8oerd?
,
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0
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Name:--T -•�-�—�-�.�-�
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Board Name: �' ' Q` � �T � ��+
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CITY OF CLEARWATER - APPLICATION FOR ADVISOaY BOARDS
• (must be Clearwater resid�nk)
� '� � � �� - �
Name: l� �; : � ,''r') ." ,t•. �. 1-)-,'�� .t: �. �( : :L
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Home Add�ess: f:, � ,,, Offic� Address: '�
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1����1?�r�,t.�.' f'� -tr-I;..L,,,. -- ,_ Zlt? �_%����►; �� � � _ ... _ . Zlt] �
Te�ephone: �7��� � - `,` `�� : ; • �� ; (- � �, Telephone:
How long a res�denti of Ciearwater? .� �� �� �: �
,,, . _ ,
Occ�p�iion: ._. �'�� .�' l..r' � . �" .�) Empjover:� .
Field of Education: � Oth�r Work Experience�
�� - .r�� ( ;i�"' �1.�`,'�"�. ( ''��:r� _. - �� lJ'/' � ( �� r `�C-�� �- tT ��U�� 1�.���r �t + t1f
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lf reiired, former occupation: � L l�' : �tia i �l J ( .�- �/_`� { �ii � - �:���F:-C `', " ' /� l��1
. ,
Community Ackivitie
atl�er lnterests:
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....,� �,�. �. ._.�t:;--,�
goard Service {currert and past):
.7 �.J
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Additionai Commer�ts:
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Preference:
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Dat�: / ' � i � ' l., �-� '
. Seo atkached iist for boards that require Financial Disclosure at time of appointm�nt.
Please return #his application & board questionnaire for each baard �isted to:
City Clerk's Depar�ment, P. O. Box 47�8, Cl�arwater, Fl. 33758-4748 or drop off at City Hall, 2nd
Floar, 1'�2 S. Osceala Avenue
. ���� � �'� ��
8/13/01 -- verit•J.ed con�inued ��iterest in LAIi & i.T13 ;, :
�ii'�1�' tCl.'r �t� t7� �'��1�i �li�'�I�`f
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� ��. 1 � �'a<az=il,y ` ,. . � . � , . � . .
, � � �• BOARt7 QUESTIONNAIRE
�i . W�at�is.your understanding of the board's duties and rQSponsibilities7 '
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' � ' 2. Have you ever observed a board meeting eitF�sr in person or on C-View, the -
� , - � , C�ty's TV station? � �• ,
1 , ' . �I �� . .
: . , 3. W�at background �nd/or qualifications do you have that you ioei would quali#y �
: �
4. Why do you want ta ser�e on this Board7
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. . � Na e r , , 21.�.� � �� ,Cti.�, .,�.., Board �lame: r� � �� ;�I �� �.'.r:�..�! � j?lU' i('.��+• �1.4:3 ����
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GITY Cl.��iC d�i�A�iTM��li' , �
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, , . ' APPO�NTMENT WORKSH��T '
� �OR COMMISSION M��TING AucLust 8� 2002 Agenda #��;��.�
�� BOARD: iVlarine Advisory Board � MEMB�RS: 7
'�� TERM: 4,years Ct�AIRPERSON: Thomas Horne
. ApPOINTED BY: Gity Commission ME�TING DATES: 2nd Wed., 8 am
FINANCIAL DiSCL�SURE: Not Required PLACE: Marina
�� R�StDL��CY REaUIRLME�T: City af Clearwater APPTS. NEED��: 1
- SP�CIAL QUALIFICATIONS: Nane DAT� AI'PTS TO BE MADE:
. TH� �QLLpWING.ADVISORY BOARD MEMB�Fi(S} HAVE TERMS WH1CH EXPIRE AND NOW REQUIRE
, EITH�R�R�APPOINTM�NT �OR A NEW T�RM OR REPLACEMENT BY A NEW APPO�NTEE.
. . Date of 4�iginal Attendance Ir�terest in
Name Appointment Record reappointment
� � . ,Hank �pstein � 998 Na Absences � Yes
1468 �yram Dr.� 33755 in the Isst i 2 meetings
' TNE FOLLOWING NAMES AFt� BEING SUBMiTTED FOR CONSIDERATION TO �iLL THE ABOVE
� VACANCI�S: � � . ,
� Name=Address ' Comments-Related Experience, �tc. �
. 1. Ci�arlss Cashman ' Sales Manager, Gulfwind Marine
� 9 462 Exca!#t�t�r Dr., 33764 � '
��ave been unable ta contact to canfirm int�rest � ,
�ipcodes af current members an, board: �
2 at 33765 , � . �
� 'i at 33761 � � �
4 at 33767 � .
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Home Address:
ClTY �� CLEARWATER - APPLICATION FOR ADVISORY BOARDS
, {must be Cl�arwa�er �esident)
5 7"� % 111
� � �.'l��. ��C.
4 �.zi 335�
Tefephone;.��� �j__f���.,.�'/%�
How �ong a residen# of Clearwate�?�
Occupation: ��" � � .ti�..,�`�"
Field vf Educatior�:
,�. �. E -- �/Bc•�i�; � ' r
c...� �=r.�'.,�.e.ee.� �
Qffice Address: —/GfAi� �N� p �'Gf /
:,�., S�- � 7�-
���!�?fag► ...�L,- - _ ziP...3�6��
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, Telephoc�e:_C7��,� ��3 - 7t73 .�
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Emplo�rer: S-e .,� .��{
4ther Work Fx�erience;
C� �-�.� S�-P.� -
C�NS�L�� �� -
_ � � ! �/i�} � - � !� ��� li��� �. .�.� .�.
�f retiTed, former occupation:
Community Activities: ,� � -- ��c %���o�..• S�k��% �SS � ____ __
.....�!�7�,.,, __��.
_ ' �'i u•� �� C/2 � f t�Xey .�_.� ..._. ,. ,
Other (nterests: Lr�ia�`,��rs �'�
Board Service (current and past):
i �1f�.f .a+2[.r ���9�.� ,,.,.
�
Board I'ref�rence:
~�b G c� N7 �i /�.t�( C�i�% -t.t� ! � �
i a�� � 1li S'c� }�a �!'�
Additional Comments: ,��_-�..e.Q. -�'� T' ��. c.x'7�i���� ^
c.� ) sG. --� G •
� Signed: � �i� Date: d Z� 6�
See attached list fvr board that require Financial Disc�osure at time of appointm�nt.
P�ease returr� this application & board questionnaire for each board list�d to:
City Cierk's flepartment, P. O. Box 47�i8, Cleannrater, FL �3758-A74a or drop aff at City Haif, 2nd
Floor, �'i2 S. Osceola Av�n�e .
:������ ;� �� �?�i��
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• BOARD QUESTf�I�NAIRE �
� 1, What is yaur ur�derstanding flf t�e board's duties and responsibilities7 �
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���c' Vy�� D� C'��r3�2� A-T.�iZ 1li�i�,�IN�
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cy9 a.> T�'�..J
Q ;tit } oryr
2a v %fi�
. 1/ta �" � � � Iw �t ir.�'3 o�u �... .
2. Have you ever observec! a baard meeting either in person or on C-View, the
City's TV sta#ion7
� ��� .
3, What background and/or quafifications do you have #hat yau fee! would qualify
yau to serve on this Board? • .
. -�-�' _ _ �x o.�-} ��c __ o,�J �'l�� �- L.a s�-� -!� .. �
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� CL�'!'�r.�.��� �'� T-i x� �v 4.�fo 4a��t~ `T
,
. . --- ��'u �.� u��c� � .._... � ��..-�� --
: ..___.
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4. Why do yau want ta serve on tf�is Board?
G o ,c� TJx/� � � ��
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Name; S7� / /�I Boarcl Nam�:
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C1TY OF CL.EARWATER - APPLICATION FOR ADVISORY BOARDS
{must be Clearwater resident)
Name: Charles A Cashman
Home Address:
'1462 Excalibur Dr.
Clearwater FL Zi�33764
�--•--•----- � -
Telephone: 524-2862
How lang a resident of Clea�vuater? 20 y�ars
�ccupaiion: VP- Salesl GM �
Field of Education:
Qffice Address;
'i 8�25 U5� 9N �
Clearwater, FL 337�4 � �_
Tele�i�one: 535-9480 x1 �E4
Employer: Marinemax�Gtalfwind
Other Work Experience: �
� 2 YRS SPJC � 8 vrs in construction manaqement
2 YRS U af F
� ff re#ired, former occupation: �
Community Activities:
� Other Interests: Boating, Sc�ba diving, �'ishing
Board 5ervice (current and past):
VICfe is on the Parks and Rec board
Additiona! Comments: �
, Signed: Charles A Cashman (by email}
Board Preference:
Marine Advisary Board
Date: 6129120Q0
See attached list fo� boards that req�ire Financial Disclosure at time of appointment.
Please return this application & board questionnaire for each board listed to:
City Clerk's Department, P. 0. Box 4748, Clearwa#er, FL 33758-4748 or drop off at City Hali, 2nd
Floor, 112 S. Osceola Avenue � �
. � ���` �'���
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' � BOARD aUESTIONNAIR�
. . 1, hat is our understandin of the board's duties and res ansibilities7
� � I understand that the Boards duties will invoCve issues clealing with the lacal 'marine
community specif�cally areas af potential development and conservatian
;
i,. � respunsibilities. � feel very weil suited far this as I am in the marine busir�ess and I
�
�. �
� have a strong backgraund in marine bioiogy.
� 2._.Have vau ever observed a board meetina either in persan or, on C-View, th�
� Citv_s TV station?
� ' Yes, I have had twa family mem�iars an differet�t boards, so � am familiar with the
� baard meetings '
�
3_ W�rat backqraund_andLor_c�ualifications doyouu ha�e tl�a� vou�feel would aualit,y
� you to serve on this Board7
I have 8 years investeci in the Marine business, sAecificafly as a boat fetailer. I have ,
�� .� ' , dealt with numerous dock �issues, environmenta� issues and have stat�-wide
, � experience with just about every marina in Florida. I have a vast�d interast in
r }�rsssrving ana of our most precious assets along with the business sense to reafize
�� ' tha� it is a big part of what draws people to our area.
' 4. Wh do ou want #o serve on this Board7 �
. I want to ensure that the ct�cision malcers an t�e hoard havQ a vaice that is " pro
' � marine business" and at the s�me time " pro enviranrrient" which I think is rare ta
find that type of person, and I am that type af person. I am sensiule, reasanably
. intelligent, and dedicated to gi�ing of my �ime to help the community
• Name: Charles A CaShman
Board Name:_Marine_Ad__v_isorv_Board,
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C}ear��atcr City Com»�iss��n
A�;enda Covcr Mcmoi'�it1C�11111
Wark session �tem #: ����
�
Final Ac�enda Itam #
Meetinq Data: ._,._.pR-n�.n�
�SUB.lECTIRECOMMEN�ATION: Appro�e a 5�year land lease, and one 5-year extension option, with
Arnold-Eirown Properties, a Fiorida limited partners�ip, of an approximately � 8,704 square foot parcef
tmproved as a parking !ot in the Northwest '/4 of the Northeast '/ of Section � 6, Towns�ip 29 South,
Range 15 East, commonly addressed as 421 Drew 5treet, �or ini#iaE year's annual rent of $6,456,
- adjustable annually tl�ereafter, fogether with other terms and conditions defin�d therein,
� end that the appropriate o�cials be autl�orized to execute same.
SUMMARY: �
• Arnold-Brown Properties {"Lessee"} owns a 5-story office build�ng at � 21 North �sceoia
Avenue and has been leasing the west 150 feet of City-owned property along the soukh.side of
Drew Streek betwe�n Osceola ar�d F�. Harrison since 1985 as�additional b�ifding parking.
• I� ar�ticipation of future n�eds, the l.essee proposes #o lease the additional 10,589 square foot
easterly pnrtion of t��e City parcel, r�ow utikized as me#�red Parking Lot #7, which netted the
City approximately $600 in 2001.
� The proposed initial year's rent of $6,456 is calculated by adding a 4.9 % CPI adj�astm�nt to the
rate last adjusted �n January 20��, mul#iplied by the �8,704 square fe�t in the total lease
parcel. Rent will continue to adjust with the CPI not l�ss than 3% or more #han 5°/fl anr�ually.
o' All property tax�s, estimated at $4,24� for 2001, maintenance complying with City codes,
utilities and insurance costs are to be paid by Lessee.
+ The propased lease ptavides that the existi�g lease due to expire January 31, 2005 wiil
terminate upo�r commencement of this lease, and rer�t d�e under this lease will abate unti! the
City �acates Lessee's office buildir�g now serving as the #emporary Main Library.
• Among other provisions, the proposed lease also provid�s that Lessea, with prior City approval,
sY�all have the option to ex#end the lease for one additional fi�e-year term if not in default, and
that the City may ierminate the lease by providing 60-day natice to Lessee if #he City
Cammission determines the parcel is require� for oth�r municipal purpases.
• A copy of the lease is av�ilable for review in the City Clerk's office.
Roviowad by: Orlginating Dapt:.,�,�� Costs
Legal �
Budget �A
P��rchasing �q
lnfo Srvc
Publlc Works
DCMlACM .
NA Public Works (E. BaYrott) ���a�
�� lisar popt.
C�rrent FY
NA
Rlsfc Mgmt �q Okher � I�A Attachm�nts: '
Lacator Map
Submltted hy:
City Manago� �,'�` Appropriatfon Code:
I.dW�
Printod an recycled paper ( S: PWAIEnginlWordlAgendalArnold Brawn Lse Ag� 0802.doc]
Funding SourcQ:
CI
OP
Other
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LOCATOR MAP: ARNOLD-BR4WN LEASE PARC�cL
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• JE�N-18-2@0Z 15� �� Gi i'1' ATTORhtFY' S �f=F I C�
I.ANQ_L SE GRFE ENT
7�756Z�SE}21 P.Q1 .� -
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' THI,� LAND LEaSE AC3REEMENT, enk�red into this day nf
. � , 2002, betw�en the CITY OF GI,EARWATER, a Florlda mun�cipal
Car�anratior , as I.�ssor, and AF2NOLD-BRaWN PROPERTIES, F'lorida general partnership,
Fl�rida St�tutes, �5 LQS588.
WITNESSETH;
Tl�at ihe Lessar does Isast� to the L,essee the folfowing pr�mises consistirg of
apprax�maiely 18,704 squ�re teet �f asphalt-p�ved parking lacated ln Gir�arvuater, Pir�ellas
County, Flc�rida: .
�. . � A�ortityn o� #h� Nort�west '/. of the NnMheast Ys of Section 16, Township 29
� South, �ange 95 Eas�, Cfearwat�r, Fiorida 6eing mar� par�iGularly descNbed as
� 1`nftow�:
Begin at th� inters�ction of the south right-of-way lin� of Drew Street and the
we�t rig ht-of-way li�e of North �ort Harrison Avenue for a PO1NT O� BEGfNNiNG;
run thet�ce sauth a�ong the wes# �ght�of-way �tne of Nort�t Fnrt Harrisor� Aver�ue,
54.3� f��#; thence west, 345.00 feet; t�ence narkh, 6d.34 f�et; thence sast afong
the so�it� right-vf-way lin� of D�w Stre�t, 344.08 fe�� to th� POINT pF
B�GfN�IENG, having an address �f:.�21 Drew St., GEearwate�, F�. 33755.
$uctt property shall hereinafter be ref�rred ta as the "Pr�mises" or the '9eased
premises" a• the "demised premises" ar th� "leas�d pr4perty."
1. LE,4SE TERM.
The t<�rm of thls Isase shal� be fnr Five years; which term wUl comm�nce an the ,��_
day of , 2402, and shall continue until midnfght fln the . day
af ,�OD7 {herein aalle� fhe "initiai te�m"y, Ths Less�e, with prior
written app� o��al of Lesaor, shali have the o�tlon to extend th� ierm of this lea�� for one
successive pertnd oF five years. Na such re�ewat ar exfension shail �e deemed a walvc:r by
i.sssor of a�y b�eact� or d�fault which may th�n exist. 7he extend�ci term shal[ �e upan the
same cartdi�:lons and kerms, a�d the rent shali be tistermined and payable, as provlded lr, thi�
ag�eement, exGept that there shall 3�e no privileg� tv �xten� th� #erm b�yon� t�t� expir�ti�yn oi
the.extende� term period as herelnabov� speclfied. The Lessee shalk exercise th� option f��r an
exte�d�d t�rm by nati�ying ths Lessor in writing at least two (2) cal��d�r manths prioE t« th�
explretfon af the current term, Within fifteen i��) days fallawing recsipt o� suG� notice, LE:ssar
shall deliv�- written r�sponse to Lessea as ta Lessor's ir�tentfons regarding th� propased
exkensivn, �ip�roval af whiGh ahail not be unr��snnably wiihheld, Upon such exercis� this
lpase shall be deem�d tv be extend�� without the executian 4f any further lease ar �ather
rr,s#rument. Lessee's fai��re to exercise the optlnr� shaA nullify the apfion to extend the lease
tsrm. .
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� JlJN-18--2�02 15 � al
2. RENT.
C � 7Y AT'TRR�lEY' S�FF f C�
72'75624�#21 P, p2
The L�:ssee �gree� to pay and the Lessor �grees to accept as rent during th� initi��i lerm
nf thls lease ihe sum of Six T}�ausand �our Hundred Fifty Six �nd OQ1�00 Do�lars (�B,q5B.�0)
annually, pa;►�ble In equal monthly installments af Five Hundred Thirty Eight artd 00l100 i�ai��rs
(�5�8.q(�} pftr month, the frst such installm�nt being payable up�n the �xecution of this �ease,
and the bal�nc� of s�tch installments being payabke irt advance ��t ihe be�innirig ot each
successfve rnantl�ly renta? ���#od thereafter. I� addiiior�, L.esse� sha!! pay sal�s tax an all lease
payments. On e�c� successlv� annual �nniver�ary dat� hereund�r begirtinir�g on
, 2003, tne �nnuai �ent sh�i� b� adjusted to an amvunt �qual ta the annual
rent ciue for the year immediateiy preceeding each aniversary increassd or decr�ased by an
amount equ �I ta the cumulativ� an�ual incr�as� or d�crease, if any, ln t�te Bu�e�u ni Labar
Statistics Ccn�umQr Pr�ces Index — All Urban Consum�rs for fhe twelve mont� period enclir�g 9D
days priar t<� each anniversary d�te (the ~adjustm�nt date"), �xcept that ir� nc� ev�r�t shall the
annual rent ad)ustment incre�se �ess than 39�6 or g�eat�r than 5% tram the year trnm�dla#ely
prece�dfig �:ac� adjustment date. Lessee shall pay r�nt and any ad�it�onal rent'as �terE�inafter
provided to Lessor at such place as Lessar may desfgnate in writing, witfi�out demarid and
w�thQut cour�terclairn> deductior� or s�toff,
3, USE QF PREMISES.
7he premises are f�ased fa [�essee soi�iy far #h� foi�owing uses and r�a flther use catt be
made af t�te p�emises d�ring the tErm wit�nut t�e written consertt of the Lessor, which consent
shall na# Y�e unreasanably wiiheld: The premis�s will �e used far non-cammercial, unmet�red
parking far ihe use and bene�# of Zessee's ernpl�yees, #enants and inviiees in connecti�an w�th
their respec.tive nccupancy or visftations in and ta tt�at cerkain five-story office E�uilding
commdnly Icnawn as 121 North i]scenla Avenue, Cfearwater, Flnrida, and the k�uilding
commnniy Known as the INest Coasi Hotel bullding. Lessor may also use the �remi��s fa�
public parkir�g on we�kends, public holidays �nd City Special E�ent� as long as su�h use does
not unreasanably interfere wlth l.�ssee's use of premises and �essar assumes suc3� ccfsis for
o�erat?an, ii�abii�ty �r�d clean u� during Lessar's use. Nntwithsta�dir�g the foregafng, shauld the
bui�ding �ac��ted at �2� Nor#h Qsc�a�a Aver�t�e !ae oec�pied by private sectnr tenants, ttfen the
parking lot n�ay r�ot t�e used for public parking.
4. UTiLiTiES.
Wate��, sewer, electric and all ather �rfilities of any lcind shall be billed directly to ,_e�see
and are or :chall b� Individually metered for the subject pr�mis�s. All d�po�its �or such utilities
shali b� the sale responsibiEity af Less�e.
5, � MAiNTENANGE AN�7 TAXES.
Lessrt:� shall be responsibie f4r malntainin� in� Premis�s in complfance with City af
Clearwater l.and Develapment .Cnde, A�ticle 3, DEvisjon 15, subsectian K{Froperty
Maintenanc� R�qulrements) �s adapted January 21, 1999, or as amended ther�aF#�r.
Lesst�e sftall�k�e respansibir� far #im�ty payment ot �IE real property taxes, and �II psr�anal
propsrty taxes, i4 any, as may r��u�k from the aperatlnn of this Lease Agr�ement.
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.TUN--18-20�2 1��01 Gi7Y A�TOR�lEY'S OFFICE
G, pBSE�2VANCE 4� LAWS AND ORDfNANCES,
?27562a021 P.03
' Less�� agrees to observe, �ontpiy vuiih and execute �rc�mptly st its exper�se during the
tarm h�reaf, alt laws, rules, requirernents, arders, directives, codes, ardinances �rtd r�gulatlon�
vf gnvemmen#al aukhnMies and agencies an� af insurance carriers which relate tca its use or
vccupancy nF the demised premises.
7. ASSlGNt'AENT qR SUBLEASE.
l.ess��e s�ial� not, wi#�out �rst o�talnir�g the written �ons�nt of E.�ssor, which c�ns�nt
sh�l� not be unreasonably wltheld ar delayed, assign, mortgage, pledge, o� �nGUmber this
lea5e, in wh�le or in part, or su�let th� premises or a�y �art th�rea�. This coven�nt s��all be
binding or� tr+� legal �epresentatives af LessEe, and on every p�:rsan ta whom l.essee's i+�terest
under this le�se passes by op�ration o� 1aw, but it shall not apply to art assignrnent or suk�letting
to an a#Ftlliat� less�e or to a tra�sfer af the �easehold Int�rest occasioned by a consolldatior� or
merger inva ving such lessee o� to th� � chargfng of a fee for use of the premises for Ftar�Cing
p�rposes. ,
8. A4T�RAT�ONS AND iMPROV�l1�[ENTS.
Th� �..essee shall not mak� any struciural alterations ar modifcations or improvE:ments
whkch are p��rt of the Ee�sed praperty without the written consent of tfi�e Lessor, which cansent
s�af! not be unreasonabiy witheld or delayed, �nd any s+�ch modificatians ar additions to sai�
prop�sty sh�tl� become the property af tE�e Less�r upon the terminatton of this lease ar, at
�essor's opt on, the �.essee sI7�lI r�s#ore the leased property at �ess��'s expens� to its �3riginal
cvnditiori. Tt�e restrictions af this paragraph shali not appiy tv maintenance of th� 1ea5�d
prqperty, bL t sh�ll �pply to any charige whlch changes ths arahitecture or p�crpase of the
praperty, ar which annexes a fixi�re to any part of the leas�d property which cannot ba
removed w�:�out damage thereto, In tC�e everit �.esse� cfesires to mak� any alterations ar
mod�cati4n �, written r�otice shaq be giv�n to the Lessor. UnEess the ��ssor abjects ta such
propasals b,► natice to l.ess�e within twanty (20) days aiter written nnfic.s fram Less+}e, the
propos�l sF�all be cieemed appraved. Lessee shall h�ve no power or authority to p�rmit
canstruc#ion or m�teriaimen's liens to be placed �pon tt�e leased propPrty in Gannectf��n with
m�irtt�n�rtc�:, �Iter�tions or madifrc�ttons. �eys�e shall, w�t��r� frfteen �'1�) days after notic:e from
L.essor, discharge any constr�ction Ifens for materfals or I�bc�r claimed to have been rtui�nished
ta ths premises on Lessee's behalf. Nnt I�k�r than the last day of the term �.ess�e snall, at
LBSsee's ex�ense, remove all nf �esses's personal property and thase improvem�nts made by
tes�ee whit:h haue not b�come the property of L�ssor, inctuding trade fxtures and the ike. A11
property, In�;ludirtg signage, �emainiRg on the premises after #he last day of the term of this
lease shall �e conclusively de�m�� abar�don�d and mey be remaved by l,�ssor and l.ess��
sh�ll reimburse Less�r for ths cast af suah removai.
9. ItISK C}F LOSS.
All �ersonal p�o�erty placed or moved in ihe premises sha!! be at the rlsk vf th� L�ssee
or owner thereof. Th� Le�sor sha11 not be rQ�pan�ible or iiable to the Less�e rt�r any loss or
damaga that may k�: occasioned by rsr through the acls or omis5lons af �,ersons occt�p��ing the
pramises ui�l�ss khe same is due to the wil{fuf neg�ig�nce af the l.sssar, i#s agants, sarvan#s
guosts, irtvilees, or �mplqyees.
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• ' 3U�J-18-20@� 15� @2 CI7Y A�t'�0�?���Y' ��F�ICE 7�75b24D21 P. k]4
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7D. R1GHT A� EN7RY. �
The Lessor, or a�y of its agent5, shall have ihe �ght to enter said preml5es durir�g all
reaspnable hours, ta examin� kh� sarne ta make such repalrs as may be de�m�d n�cessaiy for
#he safefy, t�omfart, or preservation thereo�, or ta �xhibit said pTemises. Any ar�d al[ such repairs
made tsy L+assor as a result oi Lesse�'s nan-compliance with mainienance requi�ements of
Paragraph :i �ereaf, shall be biIlad to E,essee in the ful! amount af Lessor's cast and shcill be
due ar� pay���le wrtnin ten (�oj days tollowir�g reGeipt tn�reof by Less�e. 7he ri�nt of �ntry shall
Iikewise exf,t #�r the pur�ose of removing placards, signs, fixtures, alter�tians or add�lians,
which do r�ok conform to this agreement.
11. R�STC�R�NG pR�MISES Tb QREGINAL C�NDI�ION.
�essee rePresents that the premises Eeased are in go�d, sanitary and tenantable
GOilCiltl�ll f0- use by I�essee. �.essee's accept�nce or occupancy of the leased premises sF�alf
cc5nstitute rEicognition of �uch cartdition, Lessee f�ereby accepis the premises (n th� canciitinn
they a�e in ak t�e beginning af this lease and agree� to maintain sald premises in the s.am�
cor�ditior�, o�tler and repafr as they are at th� c,ammenc�ment of satd term, and to returr� th�
premises to thefr ar�gir��i candltlon at th� expiration of the temn, excepting only reasonable rvear
and tear �ri a�ng �; om the use the�eof under this agreem�nt. The Lessee ac�r��s to m�lce �ood
tn said Lessor immediately upon demand, ar�y damag� to �ppurtenances af safd premises
caused by r�y act or negfect o� Lessee ar of any pers�n vr persons fn the emptay or c�r�d�r th�
con#roI a� th � Lessee,
12. lNSURANCE,
Durin� the t�rm of thls Lease Agreem�nt, and any �xtension thereof, l.essee shall
procura anc maintain th� foltawing insurance. against clalms for injuries to persans nr darnage
to property �vhich may arise from or (n connect(on w#th thls I�ase;
�. Minimum Scope of insurance: A comprehensiv� Gereral LiabilEty ��oficy
a�td Flre Insuranc� pallcy covering th� demised Premis�s, and L�ssee
activitles o�fumng khereon, sf�all be Qbtafned and maintained !n force by
l.ess�e.
b, Minimum Limits of Ins�ranc�: Com�rehe�sive Genefal l.iability Insurance
pracured in accardance with thks a�ticl� sh�l[ hava minimum caver�ge fm�ts
of $500,000 badily In�ury ar�d �ifl0,OQ0 wlth r�spect to property �arnage
a�ising our of any one (1) acc�r�ence, Such policies sl�akl be carri��d in
campanies license� to cia business in the State af �lorfda.
c. Additional N�mes Insured: �ach ir�5urance policy issued as a r�qulrem�nt
af this agre�ment sha11 �ame the City of Clearwater as addiGona! n�imed
insured. The coverag� shall cor�taln na special Ilmitations on the� sco��$ of
the protect�on afiorded to the ��ssor, !ts offic�rs, ernpinyees �r agents,
d. Werificatian �f Covera�e: Lessee shall furnish the Lessar wlth Certlfi�:ates
af Ins�rance with . aH endorsements affect[ng cnv�rage required by this
paragrapi�. Tf�esa forms shal! b� rer,elvec# arrd aproved by the Lesso�'s Risk
Nfana�er berfore execution pf this I�ease a�rs�ment by authorfzed Clty
. afficfals.
�13. CASUALTY DAMAGE TU PREIIAISES
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CITY ATiORpaEY'S OF�IC� 727562A021 P.05
Reparabl� Damag�: Any tlm� the Pr�mis�s ot improvemen#s thereo�t are
dam�ged or des#royed #o the exter�t that tkre l�essee ca�not tk�er�for�
conduct its activiki�s �C�d the Lessar det�rmines ihat the demised Premis�s
can be restored by making apprnpriate repair5, L�ss�r shall eff�ct sucF�
repairs expeditiously end to the satlsfactian of L�ssee.
C�tastrophic Damage: In t�e ev�nt nf tot�l d�struction of or catestrop�ic
d�m�g� to the demis�d �remises, the L�ssee may terminate this lease as oF
the.date of such damage nr upon thirty (30) days written notice tv the other
party.
c, W�iv�r of Recov�ry Rights; Bath part�es waive any and al{ rigtits of
recovery ag�inst the ather party for any dlrect or indirect loss Qccurring ia the
d�mised �remises �n the event af damage categorized In Sectians 1;�nd 2
above whlch is covered by ir�surance.
1�4. EMiNENT DOMAIN.
� if kYe wY�ole ar any part of the premises hereby l�ased shall b� tak�n 6y any ��ublic
author�ty urider paw�r of eminer�t domain, trien the term of tE�is leas� shall cease an the �,�rt s�
taken from �h� date title v�sts p�rsua�t to such takir�g, and the rent and any ��diiion�l renf sh�1f
be paf� up :o that day, and i� such partion of the demised pr�mises is so tak�n �s� tQ destray the
usefulness af #he Aremises far the pur�ose for which the premises were leased, then from that
ciay #he L�;,see shall have the rEght to �ither te�rnirtate ihis Isase or to aan4lr�ue Ir� possesslon of
the remain�er af the sam� under the ierms h�rein. provfd�d, except th�i the rent sh,a11 ��
reduced in prapnrtion to tha amount af the �r�mises taken. The parties agree that ihe l.f;ssee
shall not �Fr entitlsd to any �amages by re�sor� ofi the taking of this leasehold, or b� entlk,ed to
any part of t�e award #or suc� taking, or arty payment in lie� #��renf.
9 5. � DEFAULT; REM�D�ES; TERMlNATIOM BY LESS�R.
(a} 'fhe �essee further covenants that, if default shall be mad� in th� payment af re:nt, or
any additia �al rent, wt�en du�, ar if the Lessee shall vioiate �ny ni th� other cnvenants cs'f t�i5
�ease and •'�ii to correct such paym�r�t ar other deiault w�thin fifteen (15) days after a v�ritten
requ�st by t�e �essor to do sa, then fhe Lessvr may, at fts optf�n, d��m th�s leas� terminatsd,
acce4erat� all rents and fc�ture rents cal��d for kiere�nder (red�ced to present �alue) and L��ssee
shal� b�cor�e a ten�r�t at su�ferance, ar�d the Lessor shall be erititled ta obtaln �ossess;vn vf
t�e p�emPsf�s as provlder! by I�w.
(b) n case th� �eased property shall be abandaned, as such term is deflned by �lorida
Stak�teS, t��e Lessar, aft�r written notice to �esse� as prov�ded by FEorida St�iutes, L�ssor may
(i} re-enter the premis�s as t�e agent of 1he Less�e, eilh�r by for�e or otherw�se, wifhot�f being
iiab�e to any� prosecutfan vr claim tY�erefar, and may relet ihs leased prope�ty as the agent of ihe
Less�e anii receive the retlt therefar and apply th� same ta the payment of such expen.es as
l.ess�r maji �ave inGUrrs� �n connectiArr with the recav�ry of possess�vn, r�aduct�on, refurbishing
or ot�aerwis� changing or pr�paring for relettin�, including brokerage and reason�bi� atttrr�sys
fees. Ther�;after, it shal! be applied to th� paym�nt of damages �n amounts eqtsal to th�3 rent
hvreund�r and to t�e cost and expenses af psrforma�ce of the flther cavenants of L�s�e� as
provlded hsrein; or (fi} the l,�ssor may, at its optinn, terminate lhis (ease by giving t�te Lessee
ffteen (15) days' written notide of such Ent�ntion served upon the �.essee or left upor� the laas�d
prop�rty, Etnd the ierm hareof shall absolutely ex�fre and t�rmin�te Immediately upc�n the
expiratior� �f said fifteen (15) day p�riod, �ut the Less�� sMaN nevertheless and thereatier be
liable ta tha Lessor far any deficlency between the rent due hereu�c�er far thv balance of the
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� • JUN--18�2p6� 1S � fl3
CITY f�TTORNEY'S OFFiC�
72'7�624021 P.Q6
term af thi:i lease and tYte rent actually rec�iv�d by Lessor from #he leased property fc�r the
ba�anc.� of ��aid ferm.
(c} 'fhe �essor, at its option, may terminai� t�is lease as upon fhe occurrence of c�ny or
all of #he fo low��g events:
�� 1, Lessar determines at a d�ly constltuted City Commission meating k�;at the
I�a�e premises are needed for other municipal purposes and s�rv�s Lesse� with sixty
{60j days written notice nf such 1�ter�ded us�. �
2. An assignment by Lessee for th� benefit af cr�diio�s; or th� filing af �
voi� ntary ur involt�r�tary petiilan by nr aga�n�t Lessee c�nd�r a�y !aw for th� pur�c�se af
adj� dic�ting l.esse� bankrupt; or far reorganization, dissolution, or arrangement on
acc��unt af ar tn prev�nt bankruptcy ar insolvency; ar #�,e appointrnent of a�ecei��er of
th� asssts tif Lessee; or th� bankruptcy of the l.esse�. Each ai the foregoing events
sha 1 cnnstitut�: a de�ault by l.essee and breach of th�s lease, .
1fi. Ti�lISGEi�LANEOUS.
- (a) All ins#alf�d Parking m�ters upon the demised pr�mises shali be removed by �.essor
within fif#een (15) days folfawing lease ap�roval L�y tne Lessar.
(b) 'T'h� Lessar s�all have tF�e unr�strict�d rfghi of assign}ng this lease at any time�, and
in the even: of such assignm�nt, the Lessor shall 6e reliev�� af all liabllities hereunder.
(c) '�his confract shafl bin� the L�ssar �nd its assigns or successnrs, and the �.�:ssee
�nd �ssign; and successors of ihe E.ess��.
{d) t is understaod an� agreed be#ween ihe parti�s hereta that kime is of the essence af
this lease c nd this applies to aIl terms �nd conditfons canta�ned her�in.
�e} It is under5taod and agree� b�tween the parti�s her�to that written notice sF�nt by
ce�kified nr registered mall,' or hand deliver�d ta the o�ce of t�e LES�ea, si�alf can:�fifute
sufficfent nvtice #o the �.ess��, a�d writt�n notice s�nt f�y c�rtifi�d ar r�gistered mail or hand
deiiver�d t�s tf�e office of the Less�r shal! constltute suificient natice tc� fh� �essor, to c�]m�ly
wfth fh� te�ms af tf�is con#r�ct. �
(fl "�'te righks of the 4,essor under the fnregning shalt k�� cumulstive, and faiiure c�n the
� part af the Lessor ta �x�raise �romptly any rights given hereunder shali not apvrat� to forfelt
-. a�y of the ,,aid rights.
(g} It is hereby understoad and agreed th�k Lesse� shall t�se no signs in connectio� wi#h
the premis�,s hereunder, except wi�ich signs shaf! �� sub)ect to the prior approva! af th� t.essar
which appr�val shali not be unreaso�ably withh�ld or delayed,
th) I# �s und�rsto�d that no representatioris or promise5 shall be bir�dfng or� the F�arties
her�to exCept tnas� representations and prvmises contaln�c3 h�rein or in snrne future tv�iting
signed by the {�arfy making such representatians or promksos.
(ij I: is harehy �greed that if any i�statlrnent nf rent o� any Oti�er sum due from �ess�� Is
r�ot rec�ivE cf by Lessor wit�in fiv� (5) ciays after such amaunt sha41 be due, Le$see shali �ay tn
L�ssor � C�ite charg� equal to tive p�rc�nt (5°/a) a# such overdue amount. The Lessor sh�ll nat
. �
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JUN-18-20F32 i5��q cIrY aTTORN�Y`5 OFFjC� ?275624021 P,�i7
�e requfr�d to accept any rent not paid within fve (5) days subsequent of the date �rvh�.n �ue
absent the simultaneaus payment of this late charge. The requirement for a late charge 5et aut
herein shalC not be construed to create a curative perind ar a grace period far th� tim�ly
payrn�nt of I �nt.
a7. sugROGaTroN.
"f�� _essor and Lessee do agree that e�ch wilt. cause its policiss of fnsurance for� f�re
and extended coverage to be so encinrsed as to waive any rigF�ts n� subroga#ion which wt�uid be
athervu�se a�railable to the insurance carriers, by reason af any loss or damag� to the leased
property or �roper#y of l.esser. Each party shall �ook frst to any insurance in iks favcr before
making any cla{rn against the other {�arty. Nothing contained hereEr� shall in any viay be
consider�d ar construed as a w�iv�r ar release E�y the L�ssor of any and �ll af thE: atht�r
covenants a�d conditions conkainec� !n thEs leas� to b� p�rtormed by th� Lessee. �
1�3. ESTQPPEL LETTER.
�n tY�� event E.essot snal! ab#ain a loan from ar� institutianal lender, �nd if tt�� fpUowing
shall be a r�c�uirernent af such laan, th� Lesse� agrees ta ex�cute an estappel letter fn f�vor nf
#he (end�r v��ifyfng the `standing of the le�se, the term� therenf, and all amounis paid
thereunder �tnd such ather m�fters as may be reasnnably requesied, �
'i9. �N�EMNt�ICATION.
Tf�� Lesse� sl�ali indernnify the l.essor agai�st al� �+abi�iti�s, experrses and losses
�. irtcurred by th� Lessar arising out of or r�late� to tt�s leas�d pr�mises or Lessee's use or
occupancy thereofi, to ir�clude but nat being limited ta (a) failure by t�e Lessee, or its �gents to
, p�rform any pro�isiQr�, t�rm, covenant or agre�ment r�c}uired to be perFormed by the. �essee
under this �greement; (b) �riy accurrenc�, injury or persnna! or prnperty damage wk�i�h shall
�appen in or a�out #h� leased pr�perEy or appurtenances resulting fram ih� co�dikion,
rna�nt�nanc��, constructian �an or of tha aperation of the �eased p�aperty; (c) failure tv �4mpty
with any reg�riremenEs of any gov�rnrne�tat autharity or iris�rance company ir�su�ing the Ieas�d
p�vperty ar `ts cont�nts; (d) any security agre�men#, conditional blll of safe or cha#tel mc�rtgage
' or constrUCt ort Eien conrtec#ed with Lessee, its abiigations or operatEons, filed aga;nst the l��sed
property, f�xtures, equlpment ar personalty therein; and (e) any constructian, work, alte�rations
� or impt'ovetnehts by Lessee on #he ieased pTa�e�ty. Such in@emnification shaA inciut��
' r�asan�b�e aktnrney's fees for all �roc.esdings, trials and appeals but shall exc�ur�e �iabilltles,
expenses aitd�losses due io the negligence of the �.�ssar, its ag�rits, servants, guests ir�vitc��s,
� or emplayef.�,
20. "AS IS" C4NDIYION.
• The Lesse� accepts th� leased pr�mis�s �n an "as is" basis, anc# Lessar shall f ave no
ob�igation tc improvP or remod�l the I�ased, p«mis�s.
21. CONSTRUCTIV� EViCTION.
Les�e� sha11 not b� �ntit�ed to c�airn a constru�t�ve eviction from the prernises unl�ss
Lessee sha ( F�ave fir5t noti�ied E.essor in w�lting of tn� cc�r�di#iorr or car�clFtlar�s giving rise thereto
and, if the �omplaints be justified, �nless Lessor sha11 �av� failed wilhin a reasor�abl� t3rie aft�t
r�ceipt of s�iah r�oticv to remedy s�ach conditions. �
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22. ��VERANCE. �
The inval{dity o� unenforc�a6iNty of a�y pflrtiart af thfis Esase shall in now�se affec;t the
; rem�ining �rovisions and portians hereof.
23.. N07�CE.
. Ar�y rrat�ce g�ven �y ar�e par#y to th� other !r� cor�nectlon wi#h the Lease sh�!! be sent
certified rn� il, retum recei�t, with postage and fee pre�ald, addressed as fallows:
�, lf to #hc L��sor: If �Q tll� LASSL'@;
City Manac��r Arnal�-Brown Properties
City qf Cie�rwat�r � CIO Amold Management Servlce5
P. O. Box 4748 'i"�`T57 U. S, H+Ny. 19 North, �uite 275
Cl�arwater� F�. 33758�7 Clearwat�r, F!. 3376�1 ,
� T�e pa�ties agre� to �rovide notice to eact� other with#n ter� days of any ct�ange Ert t��
;especiive �ddresses tn w�icn notice is io be sent.
24. CAPTIC)NS.
ThE paragrap� captions usecf thraug�o�t this IeasE ar� ft�r !he purpos� of r�feT�nc�� or�ly
an� are no: to be considered i� the car�stru�tion of this i�ase or ln the inkerprstatian of the rights
or oblic�at;ons of the partfes hereto.
25. NO HAZARDOUS MATERIALS.
The� Lessee her�with covenants a�d �gtees that n� hazardo+�s materials, haz�rdaus
waste, ar citl��r' hazardous sUbstances wi�l�be �sed, I�arrdl�d, storec� pr otherwise pta�ed upori
the praper�y or, in the altematEve, thst such mater�als, wastes ar substances may b� located on
the �rop�rty, only upon the prior writfen consen# of tl�e i�essot hereund�r, and only it- str+ct
accord anci compIiance with any and a1l ��plicable state and federal laws and crdinanr�:s, in
the event sucfi� materials a« utllEzed, handled, stor�d or otherwlse placed upon the pra��rty,
L�ssee expr�ssly her�wjth �grees ta indernn�#y an� haid i.essor harmless from any ��nd ap
casts incw red by Lessor ar damages as may be sssessed agair�st Lessor ln connectfon ►Nitl� or
�therwise •eiaitng ta said haz�rdaus mat�rials, wast�s or s�bstan�es at anytime, withouY . e��rd
tt� the terrr o# this lease. This provlsEnr� snall s�ecifically survive the terrninatinn herea�F.
26 CON�ORMANCE WITH LAWS.
Le:�see agr�es to cornp�y with d�l applicabie fed�ral, stat� �nd lac�i I�wa during the Iffe
of khis Car�kract. ' �
2T ATT4RNEY'S �EES.
In the event that either party se�k� to �nfotce thls lease thrn�gh attorneys at faw, tfi�an
tne p�rtie:� acJre� that each party shall bear its own attomey faes and eosts,
e
TUTAI� �'. @8
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i .. . ''�i��YsY . .
• ; J�JfY"1Q�2��G �J� J...1
CITY AiiORNEY'S OF'FIC�
'7275624�21 P.dl
2$. GOVERNING LAW. � �
The aws of tt�e State of Ffarida sha�E govem #his Cort#ract, any action f�raugh# by either
party sha11 li3 in Pinellas County, Flarida. �
29. RELATE� l.EASES �
� a; Cantem{�oreaneo�s with tt�e commen�ement of this lease #hai existln� lea� � by
and betwee� ihe parti�s dated Janu�ry 27, 'f995 ("�r�vEouS lease") encumbering a por#lan pf
the� dem{ses� Pr�mis�s shall terminat� and become �uii and vatd ir� atI resp��ts, prov�ded,
hawever, that should Less�e �e ln default of any provisian of safd pr�vio�s.Iease afl remE:dies
avaiEable to i.essor in event af default af thls leas� shali also be available to Lessor with regard
to #h� previc�t�s l�as�. . �
b. As pravicf�d in Paragrapf� 6. nf t�at certair� Tem�o��ry Main Library Lease
Ag�eement {"l.ibrary Lease") betwee� t�e parties dated Febrvary 15, 2p02, L.essee �,c not
ob�igated #o malce rent payments to Lessar as sfipulated in ParagrapF�.2. durir�g the term c�f fhe
�ihfary L�a:;� and �ny extension thereof. �
-�N U��TNESS WNLRE�F, the partles her�tp haue eXecut�d this Confract as of th� date
set farttt ahuve. �
l,�SS�R G�TY OF CLEARWAT�R, FLUI�IDA
Counierslgr,ed:
Brian �J, Auttgst, Mayar-Comm�ssioner
A�Proved as to farm:
�
JohFr �rra;sas, Assistant City Attorney
E.ESSEE �
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ay: � ,
Wifliam B. Morn� It, �tty Nianage�
Attest:
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, Cynthia �. Gau�Qa�r, City Clerk �
A
PROPERTI �S
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• TI)TAL P, 0!
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Clearwater City Commission
Agenda Covar MBmorandum
Wc�rlc sessian Item #: � �
Fin,il A};j;nd� Item # ��
A�leciin�; Dalc: 81B102
SUB���TIRECOMMEN DATION: Approve � State of Florida Departiner�t of Transportation Hi�hway Lighting,
Mainten�nce, and Compensztian A�;reement ��d adapt Resolutian 02-�0,
� and lf�at the a��prn��riate oFfci�ls be �uti�c�ricecl ec� exec.ulc s�me.
SUlMMARV:
• Florida Statutes mandates that maint�inin� agencias suclt zs Clearwatcr aperat� and maintain street lightin�
on state roads within their city limits. Curret�tly �lie City receives no compensation from the Florida
Department of Transpo�tatioi� (FDOT} for s�tid wark.
*� Tfie City and FDQT have determin�d that it is in tl�e best inlerest and economic advanta�a of both parties to
enter inta a High��vay Lightin�, Mainkenance, ar�d Compensation A�reement.
• Proper and timely maintena�ce of �-Iighway Li�itting is important to the City for public safety reasans. This
� agreement is the rec�uired �nechanism far the City to raceive partial reimbursement far incurred expenses
, involved in o�erating and maintaining street liglits on state roacls �vithir� tlie City.
• FDOT a�rees to pay the City annual compens�tion based on the ligittinb locatians listed in the attached Street
Light �nventary, ,
• The reimburserr�ent amnunt will vary from year to year depending o�� the amc�unt budgeted by FDOT. FDOT
cannat graject the amount af money t�iey wiil budbet £or subsequent years, sa tlie lt�mp sum amount on page
2 of tiie abi•eement has been �eft blank. However, any manies budge�ed by FDQT wiIl be monetarily
advantageous #o the City since we do nat receive any compensation under the curren� syst�m. The City wiil
receive a proportionate amount of the �udbeted money commensurate ��vith the number of street li�hts
operated and maintained on the state raad system in Clearwater,
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This agreement ensures t�ie saverei�n immunity of tlie City pursuant to Cliapter 7d8.28, Flarida 5tatutes.
A copy of the A�reement is av�ilable at the City Clerk's Oflice for review.
ftevlewed by:
L�gal �
Budget
Purchasing
Risk Mgmt
� infa 5rvc
NIA PuE�lir Wc�rks
NIA QCM/ACA1
NIA O�lier
Submitted by:
City Manager �
Originating Dep1:
Nj� F'u�slic Works Adm.lEn�
(P. Bertcls)
—'� Uscr Ue�t.
,•
Atlachments
,
Resolulion 02•4�
5lrcet I.igfii Inventary
Costs fV1A
1"c�ta I
Curren� IY
Apprapriatian Cade:
Funding SaurCe:
Cl
or
Other
�i Printed on recyclrci paper tiigtiway Li�iling, Mainfrnance, artid Compenration Ag,reement with FDOT Rev.
2f98 .
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RCSULUTION NQ. U2-�0
A RESULtJT�UN OF THE C�'T'Y OF CLEARiVA'I'E1t, CLORIDA,
AUTHORIZING T�IC CYECUTION or A HIGHWAY
LIGI�TING, MAINTENANCE, AND COMPENSATiON
AGREEMENT BE'i'�YECN TEIE CtTY Ol+' CLEARWATCR AND
THE S'TATE �� �LORIDA, DEPARTMENT �Di�'
TRANSPORTATION; PROVI.DING AN CFFECTIVC UATE. �
WHEREAS, Florida 5tatutes mand�tes t.hat the City of C1Panvater a�crate and maint�in street
li�;htir��; on st�te roads within city limits; and
WHEREAS, the City of Clearwater current�y receives no compensation from tf�e Flori�a
Department oFTranspartatian (FDOT) to perf'arm said work; and
WHEREAS, it is irt the best interests of hoth tHe City of Clearwater anci the FDO'I' to enter into a
Higllway Lighting, Maintenance, and Compensation Agreement; and �
WHEREAS, the proper and timcly operation and maintenanc� afHi�l�way Lighting is important
to the City for safety reasons; and � , �
WHEREAS, the Hi�ltway Li���tir��, Maintenance, and Compensation A�reement is the reyuired
mechanism for the City ta receive compensation for the operation and maintenlnce oiskreet Zi�;hts on state
' roads within the City; and
WFiER�AS, t��e A�reement clarifi�s lial�ilities artd ensures th� soverei�;n immuriity of the City;
now, therefare,
BE IT RESOLV�D BY TIiE CITY COMMISSION OI' TH� CITY
OI+ CLEARWATER, FLURIDA:
5ection � l. The City Commission hereby accepts and ap�roves t�ie Highway Lightinb,
Maintenance, and Compensatian A�;reement between the City and FDOT.
Section 2.,The City Cammissian hercby authar�zes the Ciry Mana�er to execute the Higl�way
Lighting, Maintenance, and Cam�ens�tian A�;reement described in thc Resolutian,
Sec�iori 3. T[�'ss ResoSution shali take effect imme�iately upan acioption.
PASSED AND ADQPTED tt�is day of , 20D2,
Rrian !. Aunbst �
M��yar-Cvmmissianer
A ve as to t'orm: Attest: '
� ohn C. Carassas Cynthia �, Gaudeau �••!� �.
� . �Assistant City Attorney City Clerk
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STATE OF FLORIpJ10£PARTAIL•NS OF TRANSCOFi�A7YQN
STATE H�GHWAY LIGHTtNG, MAINTENANC�, AND COMPENSATION
AGREEMENT .
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Form Ifo ] Ia010b
uAwcs
Ra�. S�
TMlS AGR��MENT, enterad into thfs day of , year of , by and between ihe
STATE OF FLORIDA �EPAR7MENi OF TRANSPQRTATION, hereinafter referred to as tf�e "Fi30T", and
�C..�r f�� _C� -� , G„l �i:�.� �v�.> /�c��tr' , hereinafter referred to as lhe "MAlN7AINIIVG
AGEN
WiTNESSETH:
WNEREAS, the MAIIV'CAIIVING AGENCY has the aulhorily to enEer into It�is Agreemant and lo u�dertaka the malnt�nanae
and �peratior� of llgFtting on the Stato Hignway SysEem, and the FDOi' is autharfzed under Sectians 33a.Q��, Flarida Statutes and
335.055, Florida Stalutes to enter into this AgreQment; and
� WHEFt�AS, tha MAINTAfNING AG�NCY has autharized ils undersiynad af�cers to enter inlo and oxecute lhis Agreement,
and has dosfgnated the oFfce�(s) authorized to receiv� and respand #o ths FD�T'swork arders;
NoW, �'HEREF��iE, in co�sideration of the premfses and the mutual covena�ks conlained herein, ihe FI]OT and the
MAINfAINING AGENCY hereby ac�ree as folfows: � ' �
1. Maintenaisce of �ac�lities � . � , �
a. 'I'he MAIIVTAlNING AGENCY shall mai�tafn all the lighting now or h�reafter located on th� State Highway
System withln the jurisdictianal boundaries of tho MAINiAINING AGE�VCY, hereinafter referred to as ihe
�� "Facili#ies," throughout ils Qxpeclt�d useful life. For the purposes af lf�is Agteem�nt, the term FaciliEies sheEl
he deemed to ir�clude, but not necessarily be limited to, fighting for roadways, as well as park and ride,
pedestrian averpasses, a�d rocreational areas owned by or located on lhe property of the FI]O'F, b�t shall
exclude thoss systems llsted in �xhihii "A" attached hereto and by ihis reference madc� a part hereof, and
shell exclude lfghting located 1n weigii stations, resl ateas, or an lnterstate highways.
b. !n rnaintaining the Facifities, the MAINTAfNItJG AGENCY shall perform all activlties necessary to'k�ep the
Facilities fu11y operating, praperly tunctioning, wiEt� a min(mum of 90% of the lights burn(ng far any Iigh�Ing iyp�
(ex. high mast, standard, underdeck, sign) or roadway system aE alE times for t�eir narmal expecled useful lif�
in accordance with the origlnal deslgn lhereof, vlhQlher neeessitated by narmal wear and tear, accidenial or
� intentlonal damage, or acls of nature. Said mainlenance shall includo, but shall not be limited to, providinr�
electrical pawer artd paying all charges•assaciated therewith, rou�ine inspection and lesting, preventatfve
mainlenance, emergency mafntenanca, replacement af any c�m�onenE parts of the Facllikles (including tha
pofes and any and al! olher corr�po�ent parts Instalied as part of the Facilities), and locating {both v�riically
, anc{ horizonlally) lhe Facflilfes, as may be necessary. ,
All maintenance shall be in accordance with tha provisions af the fol�awing:
(1) Manuaf of Uniform 7raffc Control Devicos; and,
(2) AN aEher appllcable Iocal, slale, or federai laws, rules, resalutions, or ardinances, and FDOT
procedures,
d. Far lighting instafied as part of an FDOT project, lho MAIN'�A1NlHG AGENCY's obllgallon to mainlain shall
commence upon lhe MAINTAI�lING AGEHCY's receipt nf notification from t�ie �D01' thal the FDOT has Mally
accepted the project, axcept for tha abligation to provide for elaclrlcal power, which obligation to provide far
� electricai power shali commence at such time as lhe lighting system is ready ta be energized; providad, however,
that lhe MAlNTAINING AGENCY shail nol be requEred to perform any ac�ivities whlch aro the responsibElfties of
�DOT's cantrackor,
Pap.1 or s
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STAi�pF FLQR4nA QE�ARSA�ENf QF TFlA!{5P6R1'AT4DN ForrnNa 7fa4�bk1.
STATE HlGHWAY �.1GHTING MAINTENANC�, AND COMPEN5ATION "�'"��
, � Rev. 372
� � AGREEMENT �
e. The canElnuing obligations under this paragraph � beyand tne Grst fiscai year hereaf are sub)ect to kha volunlary
negotlation of the amount Eo be paid as sei forth in subparar�raph 2b hereof.
2. � Comp4nsation and Payment
a. ihe FD07' agrees lo �ay lo the MAIN�'AINING AGEIVCY a lum� sum of $�U �[►<<• ?� for t�e fiscal year
in whfch this AgreemenE is signed (Gscal year as rQforenced fn thfs Agreeme�t shall brs i�DOi's iiscal year).
b. Far each future tisca� year, the FDn'F and ihe MAINTA�NING AGENCY shall agree on the amaunt ta he paid
prior to the frseal year begfnning. The FAOT �vill issue a work orcfer cnnfirming lhe arr�ount ancf aut�orizing
lhe per�ormance of mafntenance for eacn new Gscai year,
c. Invoices may be submilied anytimQ afier May �I9°i of th� fiscal year En whicF► the servfces were pravided, bul
no later than 180 days after khe end of saEd �sc�l year, Payme�t shal! 6e made fn one lump sum as pravided
� in paragrap� 4 hercof.
d. �ayment st�all bo made in accardance with 5eclion 215.422, Florida 5�at�tes.
e. 8flls for fees or nlhQr compensatian for services or expenses shal� be subrr�ltted [� a format acc�plable ta tha
FDnT �nd fn detaf! sufficlent for a proper pre-audit antf post-audit there4f.
3. � Racord K�eping
'Tha MAINTAINING AGENCY shei! ke�p records of all acEivEties performed pursuant to thls Agreement. 7he records
shai� be kepl in a iormat appraved by #he F[3�i'.
Recards shaEl be maintalned and m�de avaflable upon reques� to the FDC1T al aA times during the pe�iod of 1h'ss Agresment
and far three (3) years after final payment for lF�e work pursuant ta khis Agreement is rnade, Copfes of these documents
and recards sf�a1! be iurnished to the FI]OT upon request, ' '
4. Invoicing
Upon r�ceipt, lhe �DO'i ilas five (5j working days to Inspect and approvQ lhe gaads and services. Tho FDDi' has twenty
(20) days to defiver a request far payment (vouch�r} tn t�e Department of Banlcing and Finance. 7he twenly (20) days are
maasured frorn the IaUer o( the dale lho involce fs rec�ived or the r�oods or servfces aro recei�ed, inspected� a�d approved.
If a payment �s not availadle withfn forty (40) days, a separate interesl �enalty at a rate as established ��rsuant ta Seclion
215.a22, Florida Stattites, sf�all �e dus and payable, fn addition to lhe invaice amount, ta tha MAlfVTAINI�lG AGENCY.
Interest pe�ail(es of less than one (�) clollar shall not �e enforced u�less the MAINTAINING AGENCY raquests payment.
lnvaf�es retumed to a MAINTAINING AGEtJCY �ecausa of MAINTAIIVING AGENCY �reparation errors shall res�lt in a•
delay in the payment. l'he (nvolce paymen# requirements do not start until a praperly c�mpleted involce (s provided Eo the
FQ07'.
A Ver��ar Ombudsrnan has been eslablished with3n the Departmeni oi Bank}ng and Flnance, Tha d�ties vI lhEs lndivfde�al
include acting as an advocate iar cnniraclorslvendors who may bo experiencing problems (n oblainEng timely payment(sj
from � stata agenay. 7he Vendor Ombudsman may be conlacted at (650) 410•9724 or by calling iho 5tale Comptroller's
No�linQ; �-80Q-B48•3792,
The 5tale of Florfda's poriormance and obligation to pay undQr this Agreornent is conEinc�ent upon an annual
appropr�at(on by the l.agisfalure. In lho eve�t tnis Ac�reemont (s in excass of �25,000 and has a term far � period of
mare than ona (1) year, the provlsions of Section 339,135(5)(aj, Florida Sta�utes, are hereby incnrporated;
The I�poz, during any fiscal yaar, shall nat expend monay, incur any liabflfty, or entar into any contract wf�ich, by its
f',Q. r ot 3
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' STAT� OF FLONIpA []�PARTAIENT OF 7f(ANSPQRTAilON Foms ��0 71p0l330
STATE HIGHWAY LtGHTING MAfNTENANCE AND C4MPENSATION '�'"°°
: � ree„ s o:
� ' AGRE�MFNT
torms, invalves Ihe expanditurQ ot money in excess ot tho amoun�s budgeted as availatsle far ex�enditure during such
fiscal year. Any contract, verbaf or writlen, mado in viofation of thfs subseclion shall be nuli ancf vold, and no maney
may bQ pald an such contr�ct. '�he FDDT shal! requirc a stalemer�l from the Comptraller of Ihe �dOT that funds arc
availab�a prEor to eRtering (nlo any such coniract or olhor binding commitment of f�nds, Nothing herein containeti shaff
provent Rhe makinc� o� cantracls for periods excoeding nr�e (9) yQar, but any cantract so made shafE be executory orly ,
for the value of 1he sorv�ces ko be rendersd or agreed to be paid for i� si.�ccesding fscal years, and this paragra�h shall
be incorparated vQrbatim in a11 cantracts of lhe FQOT whEch are for an amounl in exce5s af $25,�00 and which havea
terrn for a period af mora Ihan t�ne (1) year. �
The FDO�' will provide a copy af the slaierraent referenced above to thQ MAINTAINING AGENCY.
5. DQfault
f� the Qvenk lhat the MAINTA�N�NG AGENCY breaches any provision of this Agreement, tnen in addition Eo any othe�
remedies wh�ch are otherwise pravided for in lhis Agresmenl, the FD07 may exercise nne or more oE lhe fallowing
optinns, provided lhat at no time shall the FDOT be entitled to r�ceive double recovery of damages:
Pursu� a claim far damages suffered by the �[70T or tho �ublic.
b. Pursue any other remedfes fegally available.
c. As�ta any work not performed by the MAI�VTAINING AGENCY, periorm such wark with its awn farces or
� througt� contractors and seek reimbursemenl for the cost thereof frorrz the MAINTAIlVING AGENGY if the
MAINi'AiNING AGENCY fails to cure ihe non-performance w3thin iourteen (�4} days after wrilten natice from
'� the FE�07' of tt�p non-FerformancQ; provided, however, lhat advance notice and cure shall noi be preconditions
in the event of an emargency.
6, � Indemnification
The MAIN'TAlHING AGEI�GY, Eo the extent allowed 6y 5ection 768.28, Florida Statutes; shall indemnify, defend,
save, and hold harmless, lha S#ate, the �DOT, and all af lhe(r officers, agents, and employees from afE suils,
actions; clalms, demands, and liabilili�s af any naluro whatso�ver erising out af, because of, or due to brcach at this
Agreement by the MAINTAINlNG AGENCY, its subcontractors, agents, ar emnlayees or due to any act or
occurrence of omission or commiss(on o[ lfie MAINTAINI�JG AGENCY, its subconlractars, agenls, or employees.
7. Force MajeurQ
Ne[ther the MAlN'TAINING AGENCY nor tho FDOT shall be liable to the olher for any failure lo perform under this
Agreerrtent to the extent such per{ormance 1s prevented by an act of God, war, riots, natural catastrophe, or ather
event beyand the conlrol of lha non-pe�farmfng party and which could nnk have boe� avoided or overcame by the
exercise nf due dili�ence; provided that lhe party cfaiming the exc�se from performance has (a) promptly nolified the
other party of the accurrencs and its estimate duration, (b) promptEy rorr�adfed or mitigated #he effect of lhe
occurrenca to lhe extent passfble, and (c) resumed performance as saon as possihle.
8. Miscellancous
.•. . a. The �d(37 shall ca�sider the employment by any conlractor of unaulhorized aliens a viofation of Section 27�tA(e}
.. of ti�e Irr�mlgralion and Nalfonality Act, !f lhe conErackor knowingly employs unauthorized aliens, such violatian
shall be cause far unifateral cancellation of this Agreemant.
� b. 7he MAINTAINING AGENCY sha!! allaw public access to all documents, papers, lotlQrs, or olher materia!
subject ia the provlsfons a[ Chapter 1�9, Florida Statutes, and made or recoivod by the MAIN7'AINING
AGENCY fn canjunction wilh thfs Agreement, Faflure by the MAl�VTAlNIIVG AGENCY to c�rant such public
A�g�3of 5
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Si11TC pF F�pRIbApCPAfIfMEN� OK 1lU�li5►'pt;TAlltlM ,
STATE HIGHWAY L�GHTiNG, MAINTENANCE, AND COMPENSATION
AGREEMENT �
accass sha11 bQ grounds far fmmodialo unilatcr�l cancnllrtllo� of ihis /1c�r�emont by thQ FDOT.
Pam 17� lldUtD17.
Ubr4o e
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This AgreQmont canstitutes tho cnmplota and final oxpr¢ssion af thc �arties wilh raspoct to tha sub�ect maltor
hareof nnd suparsadas all prlor ograemonts, unticrstandings, ar nac�atiations wilh rQSpact theralo.
7t�ls Agreamont sha11 ba govprnod by !ha laws of tho Slata of Flnrida, Any pravEsion horeof found to bQ unlawfulor
unenforceat�le shaEE bo severabla end shall not af[ecl Itio validity of the remalning provislor�s Mereof.
'�ima Is of the essencQ En ti�e parformanco af �If abllflations under this Ac�reem�nt.
f, All nolices requlred pursuanl to the terms heraof may be sont by �rsk class United StaEss Mail, facsimile '
. lransmEssion, hartd delivery, or express mail antf shall bQ dc�emed ta have been received by the end a! five (5)
busfness days fram lhe proper sending EhQreoi unless pronF af pr(or aclual receipl is prov(ded. Thp .
� MAINTAINING AG�NCY shall have a continuing obfigation to noli[y each E7istricl of thQ FpO�' of lhe
. appropriate �ersons for notEces to be sont pursuant fo Infs Agraement. Un�ess �thenvfse no�ified in writing,
notices shall be sent to the fallowing addressos:
MAINTAINIfVG AG�NCY: �
_ � Faul Ber�els
. �—___...___........._--------- ----------__..._�. _.�_---_......�..�........_�_......._._.
P. 0. Box 4748 '
• _ ClearwaCer�r Florida 33758 --- �__..____..____ � .�__ ������^^^._......_......_.��
FDOT:
g, F'llBLtC E�iT17Y CRIME 1NFORMATlON 5TA'fEMEIVT: A�erson or affiliale who �as been placed an the
convicted vendor list foE�owi�g a con�iclion far a publfc entity crfm� may nnt subrnit a 6id an a conlract to providQ
ar�y goods or servicas to a puhlfc entity, may not submi! a bid on a contract with a public entity for lhe
construclion or repair of a public building or pe�bl(c work, may nat submlt bEds on leases of real properly to a pu6lic
entily, may nok bQ awarded or perforrri work as a contraclor, supplier, subcantractor, or consultant under a
, contrack with any public entity, and may not transacf business with any public enlity in excess of the thresholti
amount provided in 5eclion 287.017, Florida Statutes, for CAi�GORY TWO for a period af lhirty six (36) monihs
from lhe date oi be�ng placed �n the convicE�d vendor iist, ,
I�. An entity or aifiliate who has been placed on th� discriminatory vendar Ifst may not submit a b(d on a contract to
pravido any gnods or servfces to a public entiky, may not suhmlt a Uid an a cont�act v��lh a publEc entity ior the
construction or repalr of a publlc 6uilding or public wark, may not submit blds on (eases of real nrnper#y ta a Qublic
enllty, may not be awarded or perform work as a contraclor, supplier, sut�contraclor, ar consultant under a
cnntract with any public entity, and may nal transact b�slness wilh any public enllly.
f. Noth(ng i�eroir� shall be conslrued as a waivnt of either pa�ly's soverQign immuniky.
n
P�y�Aol3 ,
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• STATE OF FL01;I�J1 DEPAR1�1EtfTDF TRA!VSnqkfA��OFI Fom+No 714Uri�0
STATE HIGHWAY LIGHTING� MAINTENANCE, AND COMPENSATION p; ��
AGREEMENT �
� 9. Cort�fication • ,
7his document is a printaul of an �qOT form mainl�inori in an olectranic farmat and a11 revislons thc�rato by lhe
� Maintaining Agency in the fnrm of aclditions, dalek(ons or substklutians aro raflectod only ln an Appendix enti�ed
. "Changes To Form Document" and no change is madQ in tho lext oi Ihe documant ltsolf. Hand notatlons on a�facteti
. � porlion5 of tttis aocument may rofar to changes retlecled in tt�e abova-named Appendix hut ara far referonce purpasesonly
�� . �nd do not change �he tarms tif Iho documenL Sy signing this documc�nt, lhc� Maintaining Agcncy hereby represents
. lhal n� change hss beer� made lo ths texk nt lhis clocument axcepE Ehrouc�l� lhe terms af lhe App�ndix antitlQd "Changes
To Form Oocurnent," �
�. � � You MUST slgnify hy sQlecting or checking which ot tha followinc� applias: .
� � O Na changes �ave been made ta lhfs Forms Qocument and no Appendix antilled "Chang�:s To �orm
. . �. pocumenC' is attached, �
�� Na cnanges hav� been made to thas Fa�m Docurr�ent, but changes aro included on the aEtached Appendix
entitl�ti "Chanyes ta Forms Document," �
� ' � IN WiTNESS WFi�REOF, the parties herelo have executed tE�is AgresmanE effective the day and year first written,
� MAINTAINING AG�NCY SEE ATTACHED CiTY OF CL�ARWATER SIGN�TURE PAGE ,
� , BY: (Sianaiure�, � , RAiE;
� (Typed Nama: . � ,
. �TYPed Title: j
0
Recommend Ap�rovaS by tho District
BY: [�lc�natura�, DA7E•
' (Typed Hame: � )
� (iyped Titlo: )
FDOT Legal Re�lew
BYt (,�qnature,� f?ATE:
' C?lalrict Caunsal �
('�ypod Name; __�,.
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� �,� State Highway Li�htinb, Maintenance, and Compensation �brcement with FDQT , ,
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,�' , n C. Carassas � Cynthi� E. Goudeau
� � , . �Assistant Cit Attorne � , . Cit CZeark � � . � '
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Clearwater City
Commissian
WorkSessEnn ltem 11;
Flnaf Agenda ItQm 1�
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� , Agenda Cover Meeting Date: g�g��2
Memorandum
SUB,�E�T/R�COMMENDATION: Adopt Resolution 02-29 providing for the sale of nok to exceed $26
million Stormwater Reven�se Bonds, Series 2q�2,
0 ancf lhat the � ro riate officlais be authorized to execute same.
SUMMARY: � �
• A Stormwater rate study has been completec! which �rn�oscd incre�sing tHe Stoz�n�vatc;r Utiliiy r�ite to $G.13 per
Equiv�lent Residerti�! Unit (ERU} cfiective Jaz�uary 1, 2002, ta $7. lG per ERU e1'fective �ccabcr l, 2UO2, to
$8.0� per ERU effective Qctabcr 1, 2003, to $B.GS per ERU effectivc October 1, 2004 and to �9.35 per ERU
effective Qctob�r 1, 2005. The City Cummission approved these rate increascs which are suf�cieril to provide far
oper�tions, capital pro,�ects, a�d debt serv'sce on bonds issued during this time period.
� The rate study identitied a need For �Pproximateiy $72.4 million in capit�il projects, with bonds ta bc issucd in
2002 fflr pro,jects costing appruximatcly $22,G87,000, in 2004 oF approximately $22?2G,000 �nd in 2QQ6 of
approximstely $7,979,00� to iunci a portion of the needed capital improvements. Following is a Iist af
�$22,b87,000 million in prajects anlicipated to be fin�nccd from the 2002 bond issue:
a Tnwn L�ke
• Kapoic Fiood Resalution
• Myrtle Avenue Drain�ge Impravemcnts
+ Sharkey Road Drainage improvements .
• Stevensan's Creek Implementation Projects
• Trapic Hills Drainage Improvements
• I�DEP Compliance �
• Storm Pipe Systerr� Improvements
Total
$ 2,52$,3(}Q
12,538,U8Q
255,000
900,000
3,255,000
SSQ,400
968,000
1,692,G20
$ 22,G87,000
• Ordinance 5378-99 wus �daptcd on April 15, 1999 and Ordinance G93I-02 was adopted on 7uly 18, 2002. Both
ordinances auihorize the is5uance af Star�nwater Revenue Bonds by resoiutior�. Resolutian 01-21 was adopted on
Navember 15, 2001, whi�h provides for the City tu be reimburscd i'rom bond proceeds far expenditures that
occurred c�n these pro,�ects prior to issuance o� tt�e bonds.
• This resolution authorizes tl�e competitivc salc of not to cxcccd $2G million of Stormwatcr Revenue Bonds, and
a�thorizes t�e Fin�nce Directar and Ciiy Manager to aw�rd the salc of thc boncis to the Ucst biddcr. Only the
nm�unt af bonds needed to fund the $2?,687,000 eonsEruction costs wi!! be issued.
• The com�slete resolutian (w:tt� �tuachrr�cnts) is availablc in thc City CZcrk Dcp�rtment.
Revlewed by�
Le�al
Sudget ��
Furchasing N/A
Risk Mgmt N/A
In(o SNc
Pubflc Works
DCM/ACM�
Other
Submtlted by:
City Mana�er
.,��..
��_
N/A
�riginalin� Dept: C08�3
Finance ��i M, Slmmona 7otal
U�er Dept. p
Public Works � �
Attachmenta
Reaoiut[on 02-29
Ct Nona
Current FY
Rev. 2/48
Code:
Funding Saurce:
CIP _
OP �
Oiher
�
RESOLUTION N4. 02-29
A R�SOLUTION PROVIDlNG FOR THE SAL� OF NOT TO EXCEED
$26,OQQ,ObD STORMWATER SYSTEM �iEVENUE BO�lDS, S�RIES 2002;
SETTING FQRTH THE FORM 4F THE NOTICE O� BOND SALE AND
SUMMARY NOT�CE OF BOND SALE RELATING TO THE SALE OF SUCH
BONDS; D�RECT#NG PUBLICAT[ON aF THE SUMMARY NOTlC� OF
SALE REI..ATING TO SUCH BONDS; PROV�DING FOR THE OPENING �F
BIDS RELATtNG TO THE SALE OF THE BONDS; S�TTING FORTH THE
OFFIClAL NOTCCE OF SALE AND BID F�RMS; PRaV1UING THAT SUCH
B4NDS SHALL BE 15SUED IN FULL BOOK ENTRY �ORM; APPROVING
THE FORM OF A PRELIMINARY OFFICIAL STATEMENT; PR�VIDING
FOR C�MPLIANCE WITH A CONTINUlNG DISCLOSURE C�RTIFICATE;
DESIGNATING A RE�ISTRAR AND PAYING AGENT; AUTHORIZING THE
PURCHASE OF MUNICIPAL BOND INSURANCE; PROVIDING CERTAIN
OTHER MATTERS iN CONNECTION THEREWITH; ANL� PROVIDING AN
EFFECTIVE DATE.
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WHEREAS, on July 18, 2002, the City Commission of the City of Clearwater, Florida
(the "City" or#he "Issuer"j ertacted Ordinance No. 6931-A2, amer�dir�g Ordinance No. 6378=
99 (colloctiveiy, the "Bond Ordinance") to provide fnr the issuance of City's Stormwater
System Revenue Bonds, Series [#o be determinedj, in one or more series from time to tims
payable from Pledg�d Revenues (as defined therein}; and
{VOW, THEREFORE, BE iT RESOLVED BY TME C1TY CQMMISSIQN OF THE
CITY OF CLEARWATER, F�ORID�1, as folCows:
SECTION 'l. AUTHORIZATION QF BONDS AND SERtCS DESIGNATION. That
portian of #he Stormwatsr System Re�onue Bor�ds, Series [#o be determined] autharized by
tY�o Bond 4rdinance being offered pursuant to this reso(ution is hereby designated as the
not to exceed $26,000,000 City of Clearwater, Florida, Stormwater System Revenue
Bonds, Series 2002 (the "Series 2002 Bonds"), which Sories 20�2 Bonds are hereby
authorized to be issued. The proceeds of fhe Series 2002 Bortds shall be used to pay �i) a
portion of the costs oi the Series 20�2 Project (as hereinafter identified}, (9i) the costs of
issuing the Series 2002 Bortds, (iii) the premium on the Bond �nsUrance Policy, and (iv) to
make a deposit to the F�ese�ve Fund. 7hQ proceeds vf the Series 2002 Bonds not reauired
to pay the amoun#s described in clauses (ii) through (�v} in the immediately preceding
sentence shall be deposited into the sulaaccount in the Construction �und (created by the
Bnnd Ordinance) for the Series 2002 Proje�t approved in t�e Bond Ordinance.
SEC710N 2. PUBLIC SALE. There is hereby authorized to be sold pursuant #o a
public sale not to exceed $26,0oo,00U City of Clearvuater, Florida, Stormwater System
Revenue Bonds, Series 20D2.
SECTION 3. SALE OF SERIES 20U2 BONDS; REDEMPTLON AND MATURiTY
PROVIS(ONS. The Finar�ce Director is hereby directeci io arrange for the sale of the
� Resolutlon 02-29
�-
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Series 2002 Bands utilizing the electronic bid process of PARITY through the p�blication of
the 5ummary Notice of Sals of the Bonds in a newspapor regularly distributed in the Ciiy af
Clearvvater and in The gor�d_Buyer, such publications to be on such date as shall be
deemed by the Finance Oiroctor to be �n the best interest of the Issuer and such
publications to be not less than ten (10} ca�endar days prior to the date of sale as required
by Section 218.3B5{1 }, Florida Statutes; and to publish such Notice in such other
newspap�rs on such da#ss as may �e deemed appropriate by the Finance Director.
The Series 2002 Bonds shall be subject #o opt'ional redemption and si�all bea�
maturities a�d sinking fund amortizations as shaEfi be subsequen#ly� de#ermined by the
Finance Direcior, upon advice of the City's financial advisor and based or� market
conditions exist€ng at the time, prior to the publication of the Summary Notice of Bond Sals
hereinafter approved.
Proposals for purchase of the Series 2002 Bonds wil! be recei�ed electronically via
PARITY as pro�ided �n the Official Natice of Sale,- from the time that the Notice of Bond
Sa�e is published until 11:00 a.m., Clea�+vater, Florida time, on such date and time as may
be established hy the Finance Director of the City or her designee, and if such date is
sub�ect to change, comm�snicated through i hompson Municipa! Market Monitor (TM3) nat
le�s #han twenty-four (24) hours prior to #he time bids are to be received #or the purchase of
the City of Clearwater, Florida, Stormwater System RevenuQ Bonds, Series 2002; provided
that 'sf the internet is not working or� the designated bid date, the bid date shalI be
automatically changed to the next businsss day, and the City will communicate a
confirmation of this change in bid date through Thompson Municipal Market Monitar (TM3),
al� as provided in the Notice of Saie (the "Bid Da#e"�.
SECTION 4. CREATION OF ACCOUNT 1N THE COtVSTRUCTi�N FUND AND
USE 4F FUNDS. T�ere is hereby created with the Construction Fund a separate account,
namely, t�e Series 2002 Project Account. Moneys held in #he Series 2002 Project Account
shail be �ased to pay the costs of issuing and delivering the Series 2002 Bonds and the
costs of the Series 2002 Project.
� SECTION 5. DlSPOSiTION �F PROCEEDS OF SERlES 2002 BONDS. The
proceAds from the saie of the Series 2002 Bonds shall be deposited as follows:
�a) An amot�n# equal to the accrued interest on the Series 2002 Bonds shall be
deposited into the lnterest Account in the Bond Service Fund;
(b) An amour�t determined by the Finance Qirector to be rtecessary to pay the
costs of issuing the Series 2002 Bonds, including the premium due to the Bond Znsurer
shail be used to pay such costs;
(c) An amounk, if any, determined by the Finar�ce Dire�ctor to be neasssary to pay
interest or� the Series 2002 Bonds through December �, 2003 shall bo deposiied into the
Series 2002 Project Accnunt of the Construciinn Fund; ,
(�asolutEon 02-29
♦.
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� �,�.
�d} An amount determined by the Finance Director to be necessary to ir�crease
the amourtt irt the Reserve Fund so that the amount on deposit therein equa�s the Reserve
Requirement; and
{e) The remaining proceeds of the Series 2002 Bonds shall bc depasited into the
Series 2002 Project Account of the Construction Fund.
SECTION 6. APPROVAL �F FORMS. The Notice of Bond SaEe and Summary
Notice of Sale o# tMe Bands to be submitted for purchase of the Series 2002 Bonds shall
be in substantially the forms annexed hereto, as Exhibits A and B, respectively, together
with s�ch changes as shall be deemed necessary or desirable by the Finance Director
depending on the bidding met�od selected in accardance . with Section 3 hereof,
incarporated hereir� by reference. The form of the Official Bid Form sha�1 be provided by
the internet auction website s�lected by the Finance Director, and shall be reasonably
satisfactory to the Finance Director.
SECTI�N 7. B40K ENTRY ONLY BONDS. It is in the best interest of the City and
the residents and inhabitants thereaf tha# the Series 2002 Bonds be issued utiEizing a pure
book-entry system of registration. In furtherance thereoi, the City has previo�sly executed
and delivered a Blanket Letter of Representations wiih the Depository Trust Company. For
so long as �he Series 2002 Bonds remain in such book entry only system of registration, in
the e�ent of a conflict between the provisions of the Bond Ordinarice and of the Blanket
Letter of Representatiorss, the terms and provisions o# the BlanKet Letter of
Repres�ntations shall pre�ai#.
SECTlQN 8. PRELIMlNARY OFFICIAL STATEMENT AND OFFICIAL
STATEMENT. The City Manager and Financ� Director are authorized and directed to
Gause a Preliminary Officiai Stat�ment to be preparnd in substantiaiiy the form attach�d
�hereto as Exhibit C, with such c�anges, insertions and omissions as shall be approved by
the Ciry Manager and Finance Diroctor, containing a copy of the attached Notice of Bond
Sale and to furnish a copy of such Preliminary Official Statement to interested bidders.
The City Manager and Finance Director are authorized to deem final the Preliminary
O�ficial Statemen# prepared pursuant to #his Section fior purposes of Rule � 5c2-12 (the
"Rule") o� the Securities and Exchange Commission, Upon the award of the Series 2002
Bonds to the successful bidder; the City shall also make avaifable a reasonabls �umbe� of
copies of the Preliminary afficiai Statement #o such bidder, who may mail such Prel�minary
Official Statements to prospective purchasers at #he bidder'� expense. Following the
award of the Series 2002 Bonds, the City Manager and the Finance Director shall cause to
be prepared a final Official S#atement dated as of the Bid Date, reflecting such changes in
the Preliminary �fficial Statement as may be necessary to ref�ect the purch�ser's bid, The
Mayor-Commissioner a�d City Manager are hereby authorized to exec�ate and deliver sucY�
fina� Official 5tatement, with such changes, insertions and omissions as may be approved
by sucY� officers.
Resvlut�on 02-29
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SECT��N 9. COIVTINUING DtSCL05URE. The City hereby couenants and agrees
that, in order ta provide �or compliance by the City with the secondary market disclosure
requtrements of t�e Rule, that it wf�l comply with and carry o�t a!l of the provisions of thai
certain Continuing Disclosure Ceriificate i� substantially tf7e form attacned hereto as
Exh�bit D, tp be execuked by #he City and dated the date of issuance and deliv9ry af th�
Series 20Q2 Bonds, as it may be amended from time to #ime in accordance with the terms
therevf �the "Continuing D�scfosure Certificate"y. Notwithstanding any other provision of
this Resolution, failure of the City to comply with such Coniinuing Disclosure Ceriificafe
shai� not b� considered an event of default; however, any gondholder may take s�ch
actions as may be necessary and appropriate, includir�g seekin� mandate or specific
pertormance by court order, to cause the City to compiy with its obligatior�s under this
Sectian.
SECTiON 10. REGISTRAR AND PAYING AG�NT. Wells Fargo BanEc Minneapafis,
N.A., through its designated office in Jacksonville, Florida, is hereby appointed as Registrar
and Paying Agent fvr the Series 2002 Bonds.
SECT[ON 11. MUNICIPAL BOND INSURANCE POLICIES. Purs�ant #o the Bond
Ordtr�ance, MB[A fnsurance Corporation. ("MBIA"} has been selected to provide its
Muniaipal Bond Insurance Policy (the "Policy"} as the Bond Insurance Policy (as c�efined in
the Bond Ordinance} as additionai security for payment of p�incipal and interest on tY�e
Series 2002 Bonds. Selection of MBIA as the Bond Insurer (as defir�ed in the Bond
Ordinance) is hereby ratified and confirmed and payment for such 6ond Insur�nce Policy
from proceeds of the Series 2d02 Bonds is hereby authorized. The fssuer hsreby accepts
the terms, conditions and agreements relating to the Bond Insurance Policy and the
Reserve Palicy in accordance with the llllunicipal Bond fnsurance Commi#ment attached
I�eceto as Exhibit E and tncorporated herei�. A sta#ement oi� insurance is hereby
authorized to be printod on or attached ta the Series 2002 Bonds for the benefit a�d
information of the halders of the Series 2002 Bonds, .
ln addition #o the covenants and agreements of the City previously contained in the
Bond �rdinance �egardir�g the rignts of #�e 8or�d ins�rer, which are hereby incorporated
herein, the City hereby makes the faifowing additional covQnants and agreements for the
benefit of ihe Bond Insurer and the Holders of the Series 2002 Bonds w�ilo ihe Bond
lnsurance Aolicy insuring the Series 2Q02 Bonds and the Reserve Policy are in full forr,e
and effect:
(a) Any notice that is required to be given to a holder of the Bonds or to the
Paying Agent pursuant to the Bond Ordinance shai! also be provEded to the Insurer. All
notices req�ired to be given ta the insurer �.�nder the Resolution shall be in writing and shall
be sent by registered or cer#ified mail addressed to MBIA insurance Corporation,l � 3 King
Street, Armonk, New York 10504, Atten#ion; Insured Portfolio Mar�agement.
{b} The �nsurer shall receive notice of any amendmer�ts to the Bond Urdinar�ce
or this Resojution prior to the adoptior� of such amendments by the City,
Resolution 02-29
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(cj The City shall provide copies of all amendment, to the Bond Ordinance or
this Resolulion which required the cor�sen# of thQ Bond Insurer to Standard & Poors,
SECTI�N 't�. AWARD OF BIDS. The Finance Director is hereb,y authorized to
accept the bids for the Saries 2UO2 Bonds. The City Manager and ti�e Finance Director are
hereby �ut�orized to award the sale of the Series 2002 Bonds on their determination of the
best bid submitted in accordance with the terms ot the Notice of Bond Sale pro��ded for
herein so long as the true interest cost rate shall not exceed 6.0% on the Seriss 2p02
Bonds. The Ciiy Manager and the Finance Director are hereby authorized to award tha
sale of the Series 2002 Bonds as set forth above or to reject a!l bids far the Series 20�2
Bonds. Such award shall ba f}nal.
. SECTi6N 13. PRiOR RESOLUTiONS. To the extent tt�e pravisfans of #i�is
Resalution are inconsis#Qnt with the pro�isions of prior resol�tions regarding t�e Series
20d2 Project ar the Series 2002 Bonds, provisions of this Resolution shall control and
s�pereede tf�e inconsistant p�ovisions of such Resolutions.
� SlECT10H 14. EFFEGTIVE bATE. This resolution shall take effect immedia#sly
upon adaption. . '
PASSED AND ADOPTED this
. � Approved as to form:
Pamela . Akin
, - City Attorney .
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day of A�agust, 2002.
� CITY OF CLEARWA7ER, FLORIDA
�
Brian J. �Aungst
Mayor-Commissioner � �
Attest:
Cynthia E, Goudeau
City Clerk
Resnlutian 02-28
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EXHIBiT A
FORM OF
OFFICIAL NOTICE OF B4ND SALE
� � *
. . CITY 4F CLEARWATEf�, FLORIDA
STORMWAT�R SYSTEM REVENUE BUNDS� SERIES 2002
� NUTICE IS HEREBY GIVEN that eler.tronic (as explained below) proposais wi11 be
recei�ed electronically via PARlTY in th� manner described balow, until 11:Oq a.m.,
Glearwater Florida Time, on _ (date)_ .
Bids mu�i b� submitted electronically via PARI7Yin accordance with this Notice of
Bond Sale, until 11:00 a.m., Clearwater, Florida Time, i��at no bid will be received afte� the
time for receiving bids specified above. To the extent any ir�s#ruciions or directions set
forth in PAR1TYconflict with,this Notice af Bond Sale, the terms of this Natice of Bond Sale
shall cantrol. Fo� further information about AARlTY, �ot�ntiai bidders may contact the
financia� advisor to the C�ty, Banc of America Securities LLC, 16�40 Gulf-to-Bay Boulevard,
Clearwater, Florida 33755 Atten: David Thornton, telept�one (727) 462-5804, or Da[comp at
395 H�dson Street, New York, NY 10014, telepl�one (212) 404-8102. in the ever�t of a
maif��ctior� in #he ei�ctronic biddir�g process, the bid dats will automatically change to th�
next business day as confirmed in a communication thro�gh Thompson Municipai Market
Monitor (TM3).
Form of Series 2002 Bonds
The Ser�es 2442 Bonds will be issued in boak �ntry only form, wit�out coUpons, ir�
denomir�atians of $5,000 ar any integral multiples thereof, and shaCl be dated September �,
2002. Principa� of the Series 2002 Bonds shall be �aid to the reg9stered owners at the
designated Gorporate trust affice of Wells Fargo Bank Minneapa�is, N.A. (the "Paying
Agent" and "Registrar"), upon presentmant and surrender of tt�e Series 2002 Bands.
lnterest�on the Series 2002 Bonds shall be paid to ihe registered owners as shawn on the
reg�strat'ton boolcs maintained by the Registrar, by check or draft mailed to each such
owner's address as shown on the registra#ion books maintained by the Registrar as of the
fifteenth (15th} day of the calendar month preceding such interest payment date. Interest
will be payable each May 1 and No�em�er �, commencing November 1, 20Q2. tnterest wil!
be calc�ala#Qd on the basis of a 36D-day year of twelve 30-day months. For so long as The
Depository Trust Company, New York, New York, or its nominee, Cede & Co. (collectively,
"DTC") is t�e regis#ered owner of fhe Series 2002 B�nds, payments of principa! of,
redemption premium, if any, and interest on the Series 2002 Bonds will �e made directly to
DTC. Disbursements of such payments to the DTC participants is the responsibility of DTC
and further disbursement of such payme�ts from the DTG participants to the bsneficial
owners of th� 5eries 2002 Bonds is the responsibility of the DTC participar�ts.
'� Prcliminary, subjcct to change A-�
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� Initiaily one bond will be issued #or each maturity of the Series 2q02 Bonds in 1he
aggregate�principal amaunt of each such maturity and registered �n the name of DTC, '
DTC, an automated cloaring ho�rse for securities transactions, will act as securities
depository for the Series 2002 Bonds. P�rchases of ths Series 2002 Bonds wilE be mads
in baok-eniry-only form {without certification}. It shal! be the responsibiliiy of the
Successful Bidder (as hereinafter defined) for the Seri�s 20�2 Bonds to furnish to DTC an
�underwriters' questionnaire and to the City the CUSIP num�ers of the Series 2002 Bor�ds
not less than seven (7) days prior to tY�e Closing Date (as hereinafter defined).
Ma�urftv Schedule
The Series 2042 Bonds will mature on No�ember 1 of the fo!lowing years ir� the
�ollowing principai amounts:
Series 20D2 Bonds
Principal . � Principal . Princi�a�
Maturi Amoun#; Ma� turity Amount* Ma�, #urity � Amount�
Ma�ndatorv Redcmption Pro�isions
If the Successful Bidder designa#es any Series 2002 Bonds as term 6onds as
� described �ndgr "Designation of Term Bonds," the following mar�datory redemp#ion
provisions shall appiy with respect to such designated term bontls:
The Series 20D2 Bonds maturing on November 1, 20_ will be subject to mandatory
redemption prior #o maturity, selected by lot, or in such manner as the Registrar may de�m
appropriate, at a redemp#ion price equal to the principai amour�t #hereof on the redemptiort
date, on November 1, 20 , and each No�ember 1 thereafter, from amour�ts deposited in
the Redemption Account in the Bond Sarvice Fund Qstablished by the Ordinance, in the
following years and amounts as follows;
� Year Amortization Year
Am4rtization �
Installment
* PreliminAry, subj�ct to chan�e
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Qp#fonal Redemptfon Pro�isto�s
The Series 2002 Bonds maturing on or before No�ember �I , are not callablQ
prior to their maturity dates. The Series 2002 Bonds maturing after November 1, are
subject to optiona! redemption by #he City, on and after November �, as a whole, or in
part, at any time, an entire ma4�rity is redeemed, at the redemption prices �expressed as
percentages of principal amo�nt} set forth �elow, togetf�or with accrued interest to the date
of red�mption.
Redemption Periad
Novemb�r � , through October 31,
Novem6er � , and thereafter
Adiustmen# of Princlpa[ Amount
Price
A�ter final comp�tation of the bids, to achie�e desired d�bt s�rvice levels, the City
reserves the right either to �ncrease or decrease any Prinaipaf Amount of the Series 2002
Bonds (or any Amor�ization Instailment in the case of a Term Bond) shown on the schedule
of Pcincipal Amounts set forth above {the "Maturity Schedule"), by an amount not to exceed
five percent {5%� of the sta#ed amount of each such Principal Amount on the Maturity
Schedule and corresponding�y adjust the issue size, all calculatiorts to be ro�nded to the
neareat $5,000, �
In the even# of any such adjustment in the Series 2002 Bonds, nn rabidding or
recalculation of the bid submitted with respect to such Series 2002 Bnnds will be required
or permitted. If necessary, the total pu�chase price of the 5er+es 2002 Bands wili bs
increased or decreased in direct proportion #o the ratio that the adjustment bears to the
aggregate principal amount of the Series ?_Oa2 Bonds specif�ed herein; and the S�ries
2002 Bonds of each maturity, as adjusted, wi�l bear interest at the same rate and must
havo the same initial reaffering yields as specified in the bid of the Successful Bidder.
However, the award wilI be made to the bidder whose bid produces the Inwest true interest
cost, calculated as specified below, soiely on the basis of the bid for the Series 2�42
Bonds o€fered pursuant #o the Bid Maturity Sc�edule of the relevan# series of Series 2002
Bonds, without taking �nto account any adjustment in the amount of Series 2002 Bonds set
forth in the Bid Matvrity Schedule. � .
Des! natlon of Terrn Bonds
Bidders may specify that the annuaf Principal Amounts of the Series 2002 Bonds
coming d�e in any two or more consecutive yea�s may be combined to form ona or more
maturities of Series 2002 Term Bonds scheduled to mature in the last o# sucri yea�s with
the preceding annual Principal Amounts for such years constiiuking mandatory
Amortization Installmen#s of Series 2002 Bonds to be selected by lot and redeemed at a
pr�ce of par pl�s accrued interest in accordance witi��the ResoIution.
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Basis of Award
Proposals must be unconditiona! and oniy for all the Series 2�02 Bonds. The
purchase price bid for the Series 20a2 Bonds may include a disco�ant (incl�ding
underwriters' discaunt ar�d original issue discaunt) no# to exceed two percent (2%) of the
principal amount of the Series 2002 Bonds ar�d shall specify how much of the discount is
origirral issus.discount. The purchase price �id may also include ar� ariginal issue �remium
�including underwriter's discoun# and original issue prem�um} not to exceed two percent
�2%) of the principa! amount of the Series 2Q02 Bonds and shall sp�cify how much of such
purchase price is original issue p�emium. The Seri�s 2Q02 Bands will be insured by MBIA
Insurance Corporatian and the City wiCl pay the bond insurar�ce premium f�om Bond
proceeds. The purchase price bid for the Series 2�02 Bonds wil� not deduct the insurance
premium. Oniy the final bid submitted by any �idder through Parity will be consid�red. The
City reserves the right ta determine the Successful Bidder #or the Series 2002 Bonds, to
reject any or all bids and to wai�e any irregularity or informafity in any bid.
The Series 2002 Bonds wili be awarded to the bidder (herein referred to as the
"Success#ui Bidder" as to the Serfes 2002 Bonds) of#ering such interest rate or �atos and
purch�se price which will produce the lowest true interest cost to t�e City o�er the life of
the Series 2002 Bands. True interest cost for the Seriss 2002 Bonds (expressed as an
annual interest rate) will be tY�at annua� interest ra#e be�ng twice that factor of discaunt rate,
compo�nded semiannually, which when applied against each semiannual debt service
payment (interest, or principal and interest, as duej for tl�e Series 2002 Bonds will aauate
the sum of such discounted semiannual payments to the bid �price (inclusive of accrued
interes#). Such semianr�ual debt service payments begin on December 1, 20�2. The true
interes# cost shall be ca�culated from , 2002, the expected closing date of the
Series 2002 Bonds (the "CIosing Date") and shall be based upon the principal amounts of
each serial maturity set forth ir� this Notice of Bond Safe and #he bid price se# forth in tt�e
�'roposal for the Series 2a02 Bonds submitted in accordance with the Notice of Bond Sale.
In cass of a tie, the City may select the Successful Bidder by lot. !t is requested that each
Proposal for the Series 2Q42 Bonds be accompanied by � computation of s�ch t�ue
interest cost to the City under the term of the Proposal far Bor�ds, but s�ch cnmptatation is
not to be considered as part of the Pro�osal for Bonds.
interest Rates Permitt�d
The Series 2002 Bonds shall bear interest expressed in multiples of one-eighth (1/8)
or one-twentieth (1120) of one percent. No difference greater than 2% will be permitted
between the highest and lowest rates of coupan interest specified, Should an intorest rate
be specified which results in annua� interest paymants not being eq�ally divisible between
the semiannual payments in cents the first semiannual pa,ymer�t wi11 be roduced to the next
lower cant and the second semiar�nual payment will be ra�sed to the next higher cent.
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!t shall not be necessary that all Series 2002 Bonds bear the same rate of interest,
provided ihat all Serigs 2002 Bands maturing on the same da#e shali bear the same rate of
interest. A rate of interest bas�d upon the use of split or supplemental interest payments
or a zero rate af interQSt will not be considered.
PaYlnq_Aqent and Req(strar
The Paying Agent and Registrar for the Series 2002 Bands is Wells Fargo Bank
Minneapolis, N.A. thro�gh its designated office in Jacksonville, Florida,
Securi
Priricipa! of and inter�st on tho Series 2002 Bonds to be issued pursuant to
Ordinance No. 6931-�2, as supplemented, and ai� required sinking fund, reser�e and other
payments shall be payable solely firom the Net Revenues o� the City's Stormwa#er System,
together with the earnings #hereon derived �rom the investment thereof in the Funds and
Accounts established in the 4rdinar�ce and as more fully described in the Preliminary
Qfficial Statement.
Tho Series 2002 Bonds do nat cons#itute a general indebtedness of ihe Ct#y within
the meaning of any constitukional, statutory ar charter provision or iimitation, and no
Bondhotder shall ever have the right to require or compel the exercise o� the ad valorem
taxing power of the City or taxation of any real or personal property therein for the payment
o# the principal of and interest on the Series 20�2 Bonds or the making of any debt service
fund, reserve or other payments provid�d ior in t}�e Resolution.
Pu.,_„r�,ose
Pursuant to the Ordinance, the Series 20�2 Bor�ds are IoQing issued to pay a portion
of #he costs of the Projects, th� costs of issuing the Series 2002 Bonds and to purchase a
municipal bond insurance policy and to malce a deposit to the Deb# Service Reserve Fund.
Issuance of Series 20(}2 Bonds
The Series 2pQ2 Bonds will be issued and sold by the City of Clearvuater, FCorida, a
municipal corporation organized and existing under the laws of ti�e State of Fl�rida. The
Series 2D02 Bonds are being issued p�rsuant to Ordinance No, fi931-02 enacted
, 2Q02, as suppfemente� by resolutions (coiiectively, the "Bond Ordinance"} by
the City o# Clearwater, Florida (the "City") and pursuant to the provisions of Chapter 166,
F[orida Statutes, and other applicable provisians of law.
Mun�cipal Sond lnsuranc� Policy
� A commitment to issue a municipal bond insurance policy guaranteeing payment of
principal and interest an the Series 2002 Bonds has been obtained irom MBIA lnsurai�ce
Corporation. _
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Proposals
Proposala for the Seriss 20a2 Bonds are desir�d on forms which w€II be furnished by
PARITY, on behalf of the City, and be submiit�d electronica{ly via PARITY.
Each bidder ior the Series 2002 Bonds must have arranged for a gaod €aith deposit
in the amount of $., , �n t�e form of a Financial Surety Bond from any insurance
company licensed to issue such a SUrety Bond in the State of Florida and approved.by the
�ity (as of the date hereof only Financial Security Ass�rance Corporation has been so
approved) prior to #he bid �
deadline. The S�ccessfuf Bidder's go�d faith deposit shal� be delivered by wire transfer to
the Ci#y by 3:00 p.m. on the next busEness day. If the Successful Bidder shall fail to comply
promptly with the terms of its Proposal, the amo�nt of such wire wiil.be forfeited to said
payee as IiqUidated damages. Ti�e proceeds of the good faith deposit of t�e Successfu�
Bidder will be appiEed to fhe payment of the purchase price of the Se�ies 2002 Bonds.
Prior to the delivery of the Seri�s 2002 Bonds, the City may invest �the proceeds from the
good faith deposit. No interest will be paid to any bidder upon any good faith deposit.
Deliverv and Pavmen#
It is anticipated that ti�e Series 2002 Bor�ds in book eniry only form will be availa�ie.
for delivery on , 2002, in Now York, New York, at The Depository Trust
Company, or some oth�r date and place to be mutualiy agreed upon by the Successfui
Bidder and the City against the payment of the purchase prir�e therefor including accrued
interest ca�culated on a 360-day year �asis, less the amou� �t of th� good faith cheak, in
immediately available Federal Reserve funds without cost to the City.
Closinq Qocuments
Th� City will furnish to the Successful Bidder upon delivery ofi the Series 2002
Bonds the foflowing closing documents in a form satisfactory to Bond Co,unsel: (� )
signature and no-litigation certificate; (2) federal tax certificate; (3) certificate regarding
information in the �fficial Statement; and (4} seilsr's receipt as to payment. A copy of the
transccipt o� the proceedings authorizing the Series 2002 Bonds will be deliver6d to ti�e
Successful Bidder of #he Series 2Q�2 Bonds upon request. Copies of the form of such
closing pape�s and Gertiffcates may be obtained from the City.
Infarmation Stateme�tt
Section 2� 8.3B(1)(�)1, Florid� Statutes requires that the City file, within 120 days
after delivery of th� Series 2�02 Bonds, an information sta#ement with the DEVision of Bond
Finance of the State of Florida �the "Division"} containing the following informatian: (a) the
name and address of the managing underwriter, if any, connected with the Series 2002
Bonds; (b} #h� name and address of any attorney or financial consu�tant who advised the
City wikh respect to the Series 2002 Bonds; and (c) any fee, bonus, or gratuity paid, in
cor�nect�on with the bond issue, by an u�derwriter or financial consultant to any person not
regularly employed or engaged by such underwriter or consultar�t and (d} any o#�er fee
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paid by the City with respect to the Series 2002 Bonds, includi�g any fee paid to attorneys
or fir�ancial consulta�is. The Successfu! Bidder will be required to deliver to the City at or
prior to the time of dQtivery of 1he Series 2002 Bonds, a statement signed �y an aut�orized
officer cor�taining the same information mentione� in (a) and �c} above. The Successful
Bidder s�all afso be required, at or prior to the delivery of the 5eri�s 2002 Bonds, fo iurnish
the City with such information concerning the initial �rices at wi�fch a substantial amount of
the Seri�s 2002 Bonds of each maturity were sold to the public as the City shall reasonably
request. .
P�rsuant to Section 218.3�5(2) and (3) of ihe Florida S#atutes, as amended, a truth-
in-bonding statame�t will be req�ir�d from each bidder as to the Series 2002 Bor�ds as par�
of their bid in the following form:
"'The City of Clearwater, Florida, is pro�osing to iss�e $ original
aggregate principal amount af Stormwater System Revenue Bonds, Series
2002, iar the purpose of paying (i} a portion of the costs af the P�ojects, (ii)
the costs of issuing the Seriss 2002 Bonds, (iii) the premium on the Bond
lnsurance Policy, if any and {iv) the premium far the debt service reserve
fund insurance or to make a deposit to the Reserve Fund, all as #urther
doscribed in Qrdinance No. 693�-02, The final maturity date of the S�ries
,� , 2002 Bonds is December �, 20 , and the Series 2Q02 Bonds are
� expeGted to iae repaid o�er a period of thirty (30) years.. At a forecasted
averaga interest rate of % per annum, total interest paid over the life of
� the Series 2002 Bonds will be $ . The source of repayment or
security for #his proposal is the City's Stormwater System Net Re�enues (as
, defined in the Ordinance) and moneys and investments held in the funds
created under t�e said 4�dinance. Avthorizing ihe Series 2002 Bonds will
result in $ not being availa�le to finance tY�e other cap€tal
projects af the City. This truth-in-bonding statemer�t prepared pursuan# to
Section 2� 8,385(2) and (3) of the Fiorida Statt�tes, as amended, is for
informakional purposes only and shall no# affect or control the actual terms
and conditions of the Series 2�02 Bonds."
Leqal 4pinlon
T�e Successful Bidder will be furnished, without cost, with ti�e approving opinion of
Bryant, Mlfler and 41ive, P.A., Tallahassee, Flor�da, to the effect that based on existing law,
and assuming compliance by the City with certain covertants and requirements o� the
internal Revenue Code of 1986, as amended (the "Code"), regarding use, expenditures,
investmant of p�oceeds and the timely payment of certain investment earnings to the
United Sta#es Treasury, the inte�esk or� the Series 2002 Bonds is r�ot includable in the
gross income of individuals, however, interest on the Series 2002 Bonds will be included in
t�e calculation of the alternative minimum tax liabilities of corporations. The Cade c:ontains
other provisions that �ould result irt tax conseq�ences, upon which Bond Counsel renders
no opinion, as a result af ownership of the Series 2�D2 Bor�ds or the inclusion in certain
computations (including, wit�out limitation, thase rela#od to the carporate aiternati�e
minimum tax and environmental tax) of interest that is excluded from gross income.
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4fficia! St�tement
The Preiiminary Offfcial Statement, copies of which may be obtained as described
below, is ir� a form "deemed fina!" by the City for purposes of SEC Rule 15c2-12(�)(� )
(except tor certain permitted omissions as doscribed in such rule) but is subject to revision,
amendment and compfetion in a finai Officiai Statement. Upon the sale of the Series 2002
Bor�ds, ihe �ity wil! publish a#inai Officia� Statement in subskantially the same form as the
Preiiminary Officia! Statement, Copies of the #inal Ofiicial Statement wil! b� provided, at
#he City's expense, on a timely basis in such quantities as may be necessary �or the
Success�ul Bidder's regulatory compliance, �
It is not the intention or #he expectatEon of the City to print the name(s} of the
Successfu! Bidder as to the Series 2002 Bont�s on the cover of the Officiat Statement.
Continuinq Disclosur�
The City has covena�ted to provide ongoing disclos�re in accordance with Rule
15c2-12 of the Securities and Exchange Commission. See "Appendix D-- Form of
Continuing Disciosure Certificate" attaci�ed to the PrQliminary Official Statement.
CUS�P Number
It is anticipa#ed that CUSIP identificat�on numbers will be printed on the Series 2002
Bonds, but neither the failure to print such number an any Series 2002 Bonds nor any error
wit�t respect thereto shall constEtute cause forfailure or refusal by the Successful Bidderto.
accept delivery of and pay for the Series 2002 Bonds in accordance with its agreement to
purchase the Series 2002 Bonds. All expenses in relation to the printing of CUSIP
numbers on the Series 2002 Bonc�s shall be pa�d for by the City; provid�d, however, that
the CUS1P Service Bureau charge for the assignment of said number shall be the
responsibility of ar�d shall be paid for by the SuccessfuE Bidder.
��Qias of I]ocuments
Capies of the Preliminary Official Statement, this Official Notice of Bond Sale and
the �#ficial Bid Form and further sr�formation which may be desired, may be obt�ined from
the City's Financia� Advisor, Banc of America Securities LLC,1 fi40 Gulf-to-Bay BouEevard,
Clearwater, Florida 33755, Attn: David T�ornton, telephone (727) 462-58a4,
Amendment and Notices
Amendments
lhraugh Thompson
56N�C6.
i�ereto and notices, if any, pertaining to this offering shall be made
Municipal Market Monitor {TM3) or similar information distribution
CITY DF CLEARWATER, FE�ORIDA
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EXH[BIT B
FORM OF � � •
� � SUMMARY NOTICE OF SALE � � �
� � CITY OF CLEARWATEF�, FLaRIDA � �
� 5tormwater System Re�enue Bonds :
� Series 2002 � .
� NOT3CE IS HEREBY GIVEN, that bids will be receivod by the City Manager and the
Finance Director of t�e C�ty of Clearwater, Florida, electronically through PARITY, subject
to the provisions of the Ofticiai Notice of Bond Sale. �
�ale Date: , 2002 . . �
Time: 1 � :�0 a.m., Clsarwater, Fiorida � . . , � °
Bonds Da#ed: 1, 2002 ,
Maturities: Payable November ��n the yoars and amounts as follows: �,
� .. ° Series 2002 Bonds
Principal Principal �
Maturitv Amount* � MatUrit Amount* Maturit
Principal,,
Amount*
Interest ` � � '
� Payment Dates; Payable May 1 and November 1, commencing November 1, 2002.
.�. Legal Opinion: Bryant, Miller and Oiive, P.A,,
Tallahassee, Florida '
� For copies of ihe 4fficial Noti�e of Bo�td Sale and tF�e Preliminary Official Statement oi
.� the City of Clearwater, Florida, please contact the City's Financial Advisor, Banc af America.
S�curities, LLC, 1 fi44 Gulf-to-Bay Boulevard, Clearwater, Flarida 33755, Attn; David
Thornton, ielepFrone (727) 462-5804. . Tho Proposed Form is to be provided by PARITY,
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!'r��lf1►rll�nrs� (JJJt�•iu! S1�ur�urn� U��!{•d .iia�;��s! , 2r1rJ2
Itntin�s; h[n��ly's:
S&I':
ritCt�:
(ace "ItA'1'liVGS" licrcin)
In fhc opinla�� ujBarid Carel�.rrl, ass+rrning canll�tulrtg comp!(r�lrcc by !hc Cily tivflh vnriorrs cat�vtinnls in lhc� Serlas :002
Ordlnanres, under exlslfngsla�ules, regulrrrlol�sa�id f rrrlfclnl dectsfor�s,'rl�c inlcrrsf att ll�c Scrlc�x 1 Rp213a►tds ►vf!! be exclrrded frnrn
gross fncame jor jedera! lncon�c �ax p�rrposes �a rlrc u�tivrers rhercnf. Tlie Sertcs 2002 Qoi�ds ure, i�►ider cxls�ing luws and
regulatial�s, also c�.rr�rpr jrarr� inrarigiLle faxes llnposcd purs�rnr�l !n Clra�fcr 199, FlnrFdu S1Rlu�es. Src "Tax Exemplian"hcrcfn
jor a descriprJvn of alternatfve lnlnirrrrrrn rux lrrulmonf nnd ccrrain n11�crlax conscytrc�ncrx la nwr�rrs ojr/ie Serfes 2001 f�onds.
�24,725,UQ0 �
CITY 4F CLEARWATER, FLORIDA
SfOI'It�1YatCY RCVeZ3IIC BDR(�S
� s��i�s zoaz
Ua1ed: August1,20U2 � . Due:Nnvembcrl,atshownbelaw
'Ft�e 5wrmwatcr Rcvcnue Iiands, Suia 2002 (the "Scrieti ?002 [3ands'� of �hc Ciry oC Clca�►aatcr, Floricia (�he "Cit�') nrc bcing issued in Fully
rcgistered fmn und, when initinlly issued, will bc registcrcd lo �cde dc Co., as nominee of Tha dcposilory Tnut Cmm�any, New York, New Yo�k. Wells
Fargc� Bank, Minncapalis, NA, is pcling as the Paying Agrnl and I3ond Rcgistrar for thc Scrics 2002 I3onds. Thc Scrics 20b2 [inntit wi[l bc purehued in
boak�entry iam unly, in thc dcnarrinxlian of SS,D00 or nny intrgra) mul�iplc Ihcreof. Thcre will be na phyaical dclivery of bond ceAificatc� lo indiviclunl
Aar►clho[drn. Interest on tl�e Series 2DD2 [3ondt wiU be payable umi-utuivally Ixgi�ning on Navcmf�er 1, 2042 nnd an caclt iNay 1 a� NavrmUcr 1
lhcrp�cr. Principal ofatxi juemium, ifaay, on 1hc 5c�ea 2002 flandt will be �wyablc at malurity vr u�ori te�mption priar to mnluoity.
'i'he Serlrs 2002 iton�lf are �u6Jeet tn redemptlan priar to tnaturlty ai described hereln.
The 5esid 2002 Eionds an bcing lssued pursuant to the aulhority of and in full eompliance with �he chartcr oF Ihe City, the Canstitufion nnd
ti�t laws aT the State aC F'lotida, puticululy Chapter 166, Part II, Floriela Sl.ituta, arEd athcr opplicnt�fe provisions of Inw, and Otdinan�e No. 6378-94
en�cled by Ihe Ciry nn Apri� 15, 1999, as anxxdod nnd cupplemented 6y Ordinanx No. b931•02, enac�cd 6y the City on .�ly , 20D2, �u [iu�1Kr amrndcd
anel rupplemrntrel (the "OrdinvYC'� Cor the purpose aC (f) paying the co�le of capiml improvcmcnts (as morc particularly describat hercin under thc
ca�tinn "IIiE SERIES 2002 PRO?L•Ci'� to Ihe Cily': stormwater mvuganast systcm {0.s mors �wnicularly Jcsctihni hcrcin, thc "Systcm"), (ii) msiking
a dcposit ta suhacrnunt atabli�hcd in Ihc Rcsern Fund for the Serics 20D2 Donds in thc amaunt. af the Ruervs Ftcquimnrnt far Ihe Serip 2002 �ancia;
atxl (iil} paying ce�in cusls af fuuance nf 1he 5�sia 2002 13on�, insluding tlw munici�al band insumncc prcmium. 'fhc Serin 2002 Do�ds and thc
inlemt theteon ur payable wlcly from the Plsdged Re►�enucy, which cnnsist of Nd Revenua derived from the opemlion af tha 5ystcm and wilh Rspoct
to sxh Saia of I3nn�, 1he moncys an dr�osit !n thc variout (und� and accaunts cralat pursuant to thc UrJinancc allacnbic to �uch Scsics of 8onds, witk►
the cxre�tion al' the fic6ate Fund. The Qnlinancc permits thc lssuance of AdJitional Parily Oblfgalians payuble fmm the Net fievrnues upoo tiie
wnditlan� describcci liercin uncier �he caplion "SECUKlTY FOR 7'fIE 5ER1ES 2002 AONQS- Ad�ii�lonai parity Ohligalionx:'
A oom�tutr�nl !us been issucd by MI31A insurance Go�or�tion ("h1�IA"j to Issue a municipal kxinJ in�urance poltcy guarantaing ihe timely
paymcr�t of thc principal of, nnd intcreat on, ihs 5eries 20U2 �onds, whcn due. For n disoussion af Ihe terma and provision� af :uch palicy, including
ihe limttalians lhasof, ra "MUNICI PAL D�ND 1N5URANC�" hcrein.
���
61A'CURITY SC11EIluLE
(See rnc�aaoci NWice nf 5R1c)
, (Accrucd Inlera�t to ha ndded)
ELIiCfAANICEi1A5fOHTIliS�1UCS2002ItONI7SWI�.LIiEsACCEsE7liU •
(N ACCQRDANCG 1VfTH TfiE OE•TIC[AI. NOTICIs OF SALf•.,
Thr Serla 20a1 Ifundr art ofj?red whert, � and !f lsrurd anJ urrrptrd by rhe Undrrn�r!!tr xubf<r1 1n �lee oppra►�a! of lcgu!!ty by 8ryant, AfllJcr
and Qlf�e, !?�l., Ta!lahasser, Flarld'a, Band Cur�nse� CerinJre orhrr lrgal �+urrera w!!! br posseJ apau jor fhe Cliy by Pamcla K. A�ln, Erqulrr, Clry
Anorrrey, and by Nabars, GTbIln d Nic�eraon, P.A.� Ta►npu, Florlda� 11JfclaurR Caunsel fa !he Clgs Qune aj Amerlco 5rcurlflef LLC� Sf. Pel<nbur&,
1�'lorJda ia irrvind as FlnaRrla! Advlrar fo Ihe G7ry. !t Ji rxperted fhot !bc Seriey 10U2 Bonds, !n deJTnlydve baa�-rnlry farm, w!!! br avc[lublr jar delJvsry
fhroujh DTCIn Nav Yorh, New }'ork on or abnuf,lu�utl .I002.
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. � ' ; ° � . . � . . CITY OF CLEARWATCR, FLORIUA � '
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., �. . � ' ' . ` ELECTED UFl�'IC�ALS � � �
�, � , . .. . .� � . . , ,
. . � . � � , , .. . � � � MAYOR - COMM�SSiON�R � .
�,� : .::. . . ..: . . .� ,, . . ; , . Brian J. Aungst, Sr. . ' . ' � . �
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. :' � � ' . COMMISSIONERS . . , �
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� ., -.., �. , r • ' � ' :
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. . , .,� � . �� , Frank Hibbarc� � . . . .
� - ' . � �, . . , .. • . . . , . '� : � . Hoyt Hamilton , . . .
,�: • ..� . ; . . • , Whitney Gray � . . � .. ' �
.�� .� . �� •� � � , . ' . . . � � � Bill Jansan , � , ' ' .
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' � � � � � ' ' . � „ . APPOINTED OFTICIALS ' , :
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�. � . ��• , � � ' William B. Hame, II, City Manager ' � `
' ' . � : � , � Pamela K, Aldn, Esq., City Attorney � , �
. . � . '. � ' ' � Margaret L. Sunmons, CPA, FinAnce Director ' �
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� °. � � . �' , � � � . � BOND COUi\`SEL �� .
: � � ' � . � , � Bryant, Miller and Olive, P.A. . - �
, . . � . . � ' ' ,. ' - ' � TalIuhassee, Florida . . , � ; � ,
, ; .. . � . �
� . � � . ' , � , , FINArYCIAL ADVISOR ; , . , , '
" ' �. . . . � � - � � Banc of America Securities LLC � ' � . . `
, � � - ; ' , , � : � CZearwaEer, Flarida ' ' , . , .
; � , .. . . . �
' : . � , � . It�GISTRAR AND PAYING AGFNT ' . �
� ,� � �. , ' � � Wells Far�a Bank, Minncapolis, NA � � � , . ,
. ' . ` � � . � � Mutneapnlis, Minnesata � , . . .
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No dealer, broker, salesman ar other person hus bcen autliorizcd to �ivc any inFonnatior� or to m�kc
any representatioris, other tha� those contained in tl�is Ol�ici�I Statement, in conneclion with thc o#�ering
oFthe Series 2002 Bo�ds described here�, and ifgivenor made, such informationor represcntatians musl
not be �lied upon As having becn auqior�ed i�y t�ic City or tlic Undeiwriter. Tl�is OlTtcial Statement does
not cansti#ute an offer to seIl the Series 2002 Bonds or a salicitation aian of�'ir to buy nar shali there be
any sale of the 5erics 20Q2 Bonds by auiy person in ar►y jurisdiction in which it is unlawfUl for s�ch person
to make such of�'er, solicitatian or sale. 'The information set forth herein has Ueen fumished by dic City and
by other sou�+ces which are believed ta be reliable, but it is not guarankeed as to accuracy or camp�eteness,
and is�not to be construed as a representation or contract, by. ilie Undenvriter. The information and
expressions of opinion hercin are subject to change without notice and neithes tlie deIivery af the Of�icial
Statemcnt nor any sale made hereunder shali, under any circumstances, creatc any implication that the�
has.been no ch�nge in the afiairs of the City since the date t�ereaf: �
.. IN CONNECTION W1TH TF-� OFFERING, THE UNDERWRITER MAY OVER-ALLOT OR
�� EFFECTTRANSACT'I4NS WHICH STABILtZE OR MAINTAiN Tf�iE MARKET PRICEOF THE
� SeriP„s 2002 BONDS OFFERED HEREBY AT A LEVEL ABOVE TI-�AT WHICH MIGHT
��. �' OTHERWISE �'REVAIL IN TI-IE OPEN MARKET. SUCH STABILIZING, IF COMMENCED,
.' MAY BE DISCONTINUED AT ANY TIME.
'I'hc Serics 2002 Bonds have nat been registereri with the Sect�rities and Exciiange
� Commissianundcrthe Securities Actof 1933, �s atnended, po�rhas the Ordlnancc beenq�t�iified
under the Trust Indenturc Act of I939, As �mended, in reli�nce upan exempfinns cantained in
su.ch� s�cts. The regishution or qualifcatinn of the Series 2Q02 Bonds in accordunre with
� aQp�cable pror�isions of t�c sccurides laws of tfie 5tatcs, if Any, in whichth� Scries 2D02 Bonds
' t��ve becnre�istcred�rqualefledand thc exemptian iro�n regish�ation or qunliGc�tion incertain
other states cannot be re�ardedas a recommendation thereof. Neithcr these States nor any of
their agencies havc pusseci upan the mer�ts of the Series 2402 Bonds nr the uccurucy or
' campleteness af th�s Oi'ficial StAtement. Any represent�Eion #o t�ie contrary may be u crimin�l
� offense. -
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TABLE OF COP�ITENTS
PA�TC
, INTRODUCTORY STATEIvIENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
� THE SERIES 2qd2 PROJECTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
, � DESCRIPTION OF THE SERIES ZOQ2 BONDS . . . . . . . . . . . . . . . . . . . • . • . • . . . • . . . • � � � � � 3
� General ................ ............,.......... ........................3
OptionalRedeinption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �4
, .� Mandatory Redemption .......................................................5
, � � Notice of Redemption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .� . . . . . . . . . . . . . 5
. Boak Entry Orily System . . . . . . . . . . . . .' . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . . . . 6
. . SECjJR�I'I' FOR THE SERIES 2002 BONDS . . . . . . . . � . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
� Series 2002 IIonds Not a Debt of the City' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I 1
' , Outsta�ding Parity Obligakons . . . . . . . . . � . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i 1
. � , MUIVICIPAL BOND 1NSURANCE . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . . . . : . . 1 �
� � Right� Grankeci Ynsurer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . 12
' „ DEBT SERVICE REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
� � � SOURCES AND USES OF FUNDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . '. . . . . . . . . . . 14
THE STORMWATER MANAGEMENT SYSTEM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
�� FINANCiAL STATEMENTS . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1$
�
� INVESTMENT POLiCY OF THE CTTY . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . . . . 18
� LEGALi'1'iC FOR INVESTMENT . . . . . . . . . . . . . . .� . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : 18
TAX EXEMI'TION ..............................................:............19.
Tax Tr�eatment of Origina2 Issue Discount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
RATINGS...................................................................2U
LITIGATION....� ............................................................21
ADV'ISORS AND CONSULTANTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
• CONTINUING DISCL�SURE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
ENFORCEABII.I'TY OF REMEDIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
CERTAIN LEGAL MA.TTERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
DISCLOSURE ItEQLJIItED. BY FLDRIDA BLLJ� SKY REGULATIONS . . . . . . . . . . . . . . . . . 23
. � FINANCIAL A.DVISOR . . . . . . . . . . . . . . . . . .'. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
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� MISCELLANEOUS ..:........................................................24 ,
Appendices:
Appendiac A General Description of the City and Selected 5tatistics
Appendix B Excetpts from the City's Comprehensive Annual Fin�cial Repart for the �iscal Year
�nded Septemher 30, 24U1 -
Appendiyc C Form af the Orclinance
Appendix D Farm af Continuing Disc2asure A�ement �
AQpendix E Form of Bond Counse� Opinion
Appendix F Form of Municipal Bond insurancc Policy
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. UFT'�CIAL STATCNIENT
, $24,725,000' �
. CITY OF CLEARWATER, FL4RIDA
� STORM�VATER RE'VENUE �30NDS, SER��S 20U2
�N�'RODUCTORY STATEMENT
;
The pw�wse of this Otiicial�Statement, which includes the cavcr page and the Appendices, is to
prbvide infornzatian cbncerning thc City of Cleacwater, �'larida (tl�e "City") and the City's �2�,725,000*
Starmwater Revenue Bonds, Series 2002 (the "Series 2fl02 Bonds"). The Series 2002 Bonds are issued
pursuant to the authority ofand in fu11 compZiance wilh (a} the cl�lrter ofthe City, (b} the Cot�stiiurian and
the laws of the St��te of Fiarida, pariicularIy Cliapter l d6, Part II, Flarida Statutes, and other applicable
� provisions o�' law, anc� (c} Ordinance No. 6378-99 enacted by the City on April 1S, 1999 (the.
"�rdinar�ce"), as amended by Ordinance Nv. 6931-02, enacted by ttze City on [ � ], as
, . supplemented. , '
. � Tltie Series 2002 Bonds ar� bcing issued for tt�e ptupose of {i) payit�g the costs of c3pital
improvements (as more pa�ticularly described herein under the caption'� SERIES 2002 PROJECTS,"
� ' the "Series 2002 Projects") to Uie City's storanwater mar►agement system (as more partica�arly described
. herein, the "System"}; {n7 m�kin� a deposit equal to the s�baccount established in the Reserve Fund for the �
�� ' Series 2402 Bonds in the amount flf the Reserve Requirement attributable to the.Series 2002 Bonds; and
�u� paying certain casts of issuance of the Series 2002 Bands, including the municipal band insurancc
� ,. premium. The Series 2002 Bonds and t�ie interest therPan are pay�ble solely from tlie Pledged Re�enues,
whichare comprised of Net Revenues derived from the operatian of the System and withrespect ta such
. � Series nf Bonds, the maneys on depasit in the various fiuzds and accounts creaced pUrsuant to the
�. Ordinance altocable to each Series nf Bonds, with the exception of the Rebate Fund. 'The Series 2002 '
Bands are the second Serics of Bonds issued whiclt are payable from Net Revenues ofthe System. The
Cityliaspreviously issued $7,SOO,OQQ ofits Stormwater SystemReveriue Bonds, Series,1999 {the "Series
� 1499, Sonds"), wlucli aze currently Outstanding in the aggregate pru�cipal amount of $7,275,000, which
- . will rank on a parity with the Series 200Z Bonds as to Q�e ptedge of the Net Revenues. The scheduled
� paymcnt of principal of and interest on the Series 2002 Bonds wiIl be insured tay a municipal bond
ir�sur�ance poIicy to be issued simultaneousIy with the deIivery af die Bonds by MBIA Insurance
' Carparation ("MBIA"), as described herein. Far a discussian of the terms and provisions oisuch, policy,
t , including the limitations thereof, see "MUNICIPAL BOND INS[JRAN�E" herein. ,
:;
' �'relimittary, sub�ect to change. '
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Ncither !hc Serias 2002 IIonds nor il�e interest tl�ereon constituie a gcnera! obligation or
indebtc;dness ofihe Citywithinlltic zneanir� �fany constitutional, statutory ar charter provision or �imibtior�.
No owner or otvners of any Series 2Q02 Bonds sh��e�l cvcr have t�te righk to compel the exercise of the ad
v.�1Qrem taxu�g power ofthe City, or any othcr ta�cir�g powcr in any iorm on arry real or personal property
of itze City, to pay the Series 2Up2 Bonds ar t�fe interest thereon. The Ciry sha�� not be obli�ated to pay
tlie S�ries 2002 Bands ar any interest therean exce�+t from die F'lcdged Revenues, in the manner provided
in tt�e Ordinance re�'emed to heraein.
A Reserve Ftuyd has bee� established fortlie beneFt oftlie 5erics2Q02 Bands. Fromthe proceeds
of the Scries 2002 Bonds, the City wil� make a deposit ic�to a subaccount in the the Rescrve Fund
establishcci for t�ie Scries Z002 $onds equal to tl�e Reserve Fund Requic•ement applicable to tlie Ser�es
2UO2 Bor�ds, which is equal to the lesser of (i} thc Maximum Band Service Requiiement for t�ze Series
2002 Bonds, (ii) �2S% of the Average Annc�IBond Service Requirement of the Series 2002 Sands, or
(ui) the Ian;est amonnt as shall not adversely af�'cct the exclusionofinterest on the Series 2002 Bands fram
gross incom� for Fedetal incame tax purpuses {see "SECURITY FOR THE SERIES 2002 BONDS -
Reserve Accaunt").
,'I7�e City cavenants in t�ie Ordin�ce to fix, csta�lish and maintain such rates, and collect such fees,
rcntais and o#her c��arges far the services and facilities oft�ie Syskem(as herein define�l} which r�vill alw�ys
provide Net Rever�ues in each year sufncient to pay one htuui�ed f�fteen percent (I I S%) of the Band
Service Requirement becaming due in such year on the Outstanding Banc�s.
The City may �ss�e Addit�or�al Parity Qbligations, payabie on a parity fromtha Net Revenues with
th� Senies 2UD2 Bonds; fort�ie ptupase of�fu�ding a parE afthe Outstanding Bonds, ar financing the cast
of extcnsions, additions and improvements to the System and far �iie acquisirion and constntction of, and
extensions and improvements to starmwater management systems which ar�e to tze cons�lidated with t�te
Systemand operaked as a single combined u�lity, provided that, amon� other requu�ements, cettain carnings
tests relatin� historicalNet Revenues to tlie MaximumBond Senrice Requinement ofall Bonds Qutstundin�;
Af�er the issuance ofsuc}i Additior�a2 Parity Ob�igabons c�n be met. S�act� histaricaI Net RevcnUes may bc
ad�usted by the Consuitin� Engineer as provided in the 4rciinance.
De�vt�orts of certain wards and tem�s }�aving initial c�pitals used berein and in the Orclinancc (s3s
def�nai below im. "Autharity Far Issuvic:e") �re contained in tiie "Sumrr�y of Ce�tain Provisions nF t�ic
Ordinanee" in Appendi�c C hereta
The references, excerpts and sununarics oFall document� referred ta h�rein d� nat purport tn be
complete stakements ofthe provisions aisuch docutnents, and reFerence is directed ta �ll sucF�dacumcnts
for fu11 and campl�te statcments afall matters of fact rela�n� to tlie Series 2002 8onds, the scCUrity for �i�c
payment of the Series 2Q02 Bonds, and the rights and obligations of holders tliereof Tlic infomu�tian
contained in this Offici�l5tatement involvin� matters of apuuon ar ofestunates, whethcror not so cxpressly
stated, are set fotfh as such and nat as represcntations af fact, and no representatian is m�de t�iut nriy nf
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..�� � the estimates w�71 be reaiized. Neither tlus O#�icial Statement nor any statement which may have been m�de �_ .
, �� ..�verbally or, in.wriking is to be coristrued as a, contract with the holders of ilie Series 2002 Bonds. � �
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y �� ' ' ' . . . . ' . . 3 .. ' ' . .� . . .
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� � ' : .. . ' ' ' . ' ,
; ; � ' . � . , ' � : TfIC 5EIt1E5 2002 PROJECTS , . �
; . ., . : . .
' � . The Cityhns identif aS a need for approximately $72.4 m�lior� in capital projects forthe stormwutcr � �
,�. � . systcn� frnm 2002 .4�rau�i 200G, c.�lling far fundin� from bond procccds in 2002 of approximately .. �
. ' '.$22,687,U00 inprojects, in2AU� oFapproxirt�ately $22,226,000 mprajccts arid in200b afapproxinnately : �
�; , $7,979,000 in projccts, . The #'ollnwin� is �t list oft��e Series 20p2 Projects �nticipaied to be fiiianced from
. t��e Series 2402 Bonds: � , � . ,
.� ' . �' � �. ' i
� � � ' � �• �. . � � � � �i
. ' Tawn I,ake � � $ 2,52$,300, ' . . � : •
� � � ' Knpok F�aod Resalution , ,. � 12,538,080. .
, . ' � - . � � � Myrtle Aven�e Dr�uiage Improvements � � 255,000 , .
� � , ; , . � Shurkey Road Dtainage Impro�ements . � . 900,OQ0 .. � ' �
° . ' , . � . � Stevensans Creek lmplemenkation Prajects , ' 3,255,000 � . , ` .
,. � , : - � . Tropic Hills Draitaa�e improvements , • . , 550,000 ,
FDEP Campliance ' � . ' � 968,000 , , �
" ' � Storm Pipe,System Impravements . . � � . �. 1.692,62�_ � ' , ' �
_� . - � � , ,. � , . . . .
� � � Totul � � � � � � $22,687,000 . . . '
���; � � � � ' � ' „ ' . . ' , ; . , �, .
, ; ; . . . � . � . ..�..
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i �� V
DFSCR�PTION OF T�iC SERICS 200� �30NDS
Genera!
The Series 2002 Bonds �vill be datcd August 1, 2002. Thc Sc:ries 2002 IIonds �vill bear interest
at the rates and matune an Novembcr 1 in die 3rriounts and at thc timcs set farth on t�sc cover �age oiti3is
4fficial Statement. The Series 2002 IIands are to bc issucd as ful�y registcred bonds in denominations af
$S,DOQ or intcgral multiples t�iereof. Iiiterest on tli� Series 20�2 Dands will be payable semiaiu�ually an
May 1 and November 1 of eact� year, commencing Novcmber I, 2402, by check or drai� maile� to the
regist�red owners, at thc�r addresses as thcy appear on the registration boaks af tlie City maintained by
the Bond Registrar, as ofthe 15th day {whciher or not a busir�ess day} ofthe monthpreceding the interest
payme�t date (the "Recard Date"). Owners of $1,000,UQ0 or more in a��regate principal amount of Series
20U2 Bonds may receive interest by wir�e transfer, at the fJwner's expcnse, to a bank �ccount designated
in writirig by the Owner nat later than the Recard Daie. Princi��l o% and p�mium if any, are payable at
mat�zrity, or upon redemption prior to matw�ity, upon ptesentation and surrender thereofat the corporatc
tnast of$ce oilhe PayingAgent. �'Vells Far�o Bank, Minneapalis, NA, Minneapolis, Minnesata, is acting
as Paying Agent and Bond Re�istrar far the Series 2�02 Bonds.
'I7�e Series 2{}02 Bonds wi11 be initially issued in the farm of a s�n�le ful�y registered Bond for each
maturityofthe Series 20D2 Bonds, Upon initia� issuai�ce, the awnership ofeachsuchSeries 20Q2 Bonds
will be registered 'm ihe resistration books kept by tl�c Bond Registrar, in the name of Cede & Ca., as
naminee af"The DepasatoryTn�stCompany, New York, New York ("DTC"}. While hcld 'ui book-enhy
fornz, �� pAyments ot' princip�l, intcrest und premium, if Any, oi� the Series 2002 Bonds wi[i lze
m�ede to DTC or the DTC Nomince �s the sole re�ister�d o�mer of the Series 20U2 Bonds and
paymer�ts to Benefcia! Owners wi�l be tilie respansi�itity o� DTC und tlie DTC Part�cepants us
described below. See "Book-Entry Orily System."
With respect to Series 2002 Bonds rcgistered in tlie name ofCede & Co., as nominee of DTC,
neither die City, nor the Paying Agent �will }u�ve any responsibiIity or aE�li�ation to any DTC Participant flr
to �y ind'u�ect DTC Participant. See "Book-Entry Only System" #'or the definidon of "DTC Participant."
Wilhout lutiitit� the itnmedi.atelypreccd'ui� scntence, neither tlie City nnr the Bond Registrar and the Payin�
Agent will have any �sponsibility or obSigation with re,s�ect to: (i) t��e accuracy af the records of DTC or
any DTC Participant with respect to any owners4up inkerest iri thc Series 2D02 IIonds; (ii) the deiivery to
ar►y DTC Pazticiparit ar any other persan otlier than a�gistered awr►er, as si�own in the registrakion books
kcpt by the flond Rcgistiar, of any notice with respect to tltc Scries 2002 Bonds, including any natice af
redemption; or {rii} the payment to ar�y DTC Participant ar anyatherpersan, ather t�zana registered owner,
as shawn in the registr�#ian boolcs kept by the Bond Registr.�r, of any amount wit��respect to princip�l of,
ptaemieim, ifany, or intcrest on thc Series 2002 Bands. Thc City, thc Bond Rc�istrar and d�e Paying Agent
rn�y tmAt and cansider t�je person ir� whose namc eacl� Serics 2002 Borids is n;�istered in the regisiration�
books kept by the Bond.Registrar As ihc; holder and absolt�te a�v��er of such Hand far the purpose oF
5
, . �- — — ---�—�
r
4� � • �
. . ,
'� 't�r , ' .
, , � • .
payment of �Srincipal of, pr�cmiwn, i#'any, and intemst with respcct to such Bonc�, for tlie purpose of giv'sn�
notices of tedemption and other matt�rs wid�respect tn such Band, for the purpose o#'registerin� transiers
wiih resp�;ct io su�h Bond, anc! far all oihcr purposes whatsoever, 'I�e Payin� A�ent wilI pay all principal
of, premiwn, i#' any, and intcr�.5t on the Series 2002 IIonds only to nr Upon the order of the respective
rc�istercd owners, as showt� in thc registration bnaks kept by the Bond Registrar, or their respective
attomeys duly authorized in writin�, as provided in the Ordinance, and alI such payments will be �alid an�i
eft'nctunl to satis#y and clisciiar�e the City's obligations with ir,spect to payment of principal o#', premium,
if �ny, and interest on tiie Series 201}2 Bonds to the �xtent of the sums so paid. No person other than a
re�;istered o�vner, as sliown irtthe �gistrationbooks kept bythe Bond Registiar, wiil receive a certi�cated
Band evidencing ti�e oUligation of the City to make payments of principaI of, prerniwn, if any, and interest
on �e Series 2442 Bonds pursuant ta the provisions ot'the Qrdirxance. � �.
UpNar�al Redemptiotr
, i3�e Series 2002 Bonds tr�htring fln ar hefore November I, are nat callable prior to their
maturitydates. The 5erics 2Q02 nonds mahuing aftexNo�ember l, are subject to aptional redemption
,� by the City, on ani� after Novettaber I, , as a wnole or in p�rt at az2y time thereafter, fraom ttie rn.�turities
� selected by the Cily, and by lot within a maiwity if �ess, tl�an ac� entire matuzity is redeemeci, at the
redemption priccs (cxpressed �s perccntages of principal amount)�set forthhelow, togeiherwith accrueci
.� intcrest to th� dnte of redemptio�; �
�
: � „� .� '-�t�
November 1, through October 31,
November 1, and khereafter
Mandatory R�dempHon
.� .
101%
100
�ha Series 2002 Bonds matitring on Naveniber l, will be subject to mandatory redemption
prior ta maturity, by lot, in such m.viner as the Registrar may deem appropriate, at a redemptionprice equal
to the principa� �rnount ther�fplus interest accr�aed to the rcdemptiond�te, anNovemher 1, , and on
each Novcmber 1 the��i�cr, in the following principai amaunts in t�ie years specified:
'Fl�nl mAturity,
�fl�
Amortization
��s1�1ll�11� �?�
��`,., ' ' .
�
Amarti�atio�
5� t
�-
: � ►5
, As long �s thc baok-cntry-only systcm is «.�ed for c�ctennini��g lxncficial o�vnc�ship of thc Scries
2002 Bonds, noticc of redcmption wil� only bc sent to Ccdc & Co. Ccdc & Co, wi�l bc responsiblc for
nati�'yir�� the DTC P�riicip�nts, �vha �vill intum bc responsiblc for natifyin� t�tie BcncficialOwners (as sucli
tern� t�re descrilx:d below undcr ttic licading "Baak-Entry Qnly Syste�n"). Any failurc af Ccde & Co. to
natify any DTC Participant, or of any DTC Particip�tnt to notify t��e Bcncficiai O�vner oiany such natice,
will not aff'ect the validity of die redemption ofihe 5eric,s 2a02 f3ands.
Notice og Redempt�on
. Not less than 30 days pri�r to the expected redemption date, noticc ofsuch redemption shall be
f�lec� withthe Paying Agent anci shall be maiied, pastage prepaid to all �gistered owners ofthe Series 2002
Bands ta be redeemed at their addresses as tliey appear nn the registration books, Fail�.�ne to �,�ive such
notice by mailing to any registered nwncr, ar any defect il�crein, st�all nat af%ct the �alidity oF any
proceetling for the redemption of other Series 200� Bonds. Interest shall cease to acccue on any Series
20Q2 Bonds duly cailed for priar tiedernption, a�er the redemptioit date, if payment t�ereofhas been d�ly
provided. ,
Boak Entry Only System
The Series 20D2 Bonds wiil be availablc in boolc-en�}►farmonly, in denominatians af $S,O�d ar
any integral mulaple thereaf. Pu�rchasers of the Series 2002 Bonds wi�l not receive certificates representing
their intec�est.s in the Series 2002 Bonds pt�cha5ed. The Unden�+riter is to confum original issuance
pt.�nchases with statcments containing certain tcrms of khe Series 2002 Aands �urchased.
Zhe fouowing ic�'om�ation reganiing The Depository 'Trust Comp�ny, New York, New York
("DTC") and the book-entry only system of registration has been obtained by the City i'rom DTC. No
represent�tian is made by the City as to its accuracy or cnrrectness.
The Series 2002 Bands will be held by DTC as sccurities depositary. The awnership of one !'�tlly
register+ed Series 2002 Bonds for each maturity, as set forth on the cover page hcreof, will be registered
in the namc of Cede & Ca,, as naFninec for DTC. DTC is a litnited-purpose tn�st comp�ny organized
under the New York Basikin� I.aw, a"banidn� nr�ani�tion" witlun the meanis�� ofthe New Ynrk Bas�king
Law, a member of ihc Federal Rescrve System, �"clearii�g ca�oration" wit�un the meanin� of the New
York Uniform�Commcrcial Code, and a"clearing t�gency" registercd pursuat�t ta the pro�isions af Section
3 7A af the Securities Exchange Act of 193�, as amcndcd. DTC w�s created to ho�d securitics of its
pazticipants ("DTC Particip�unts") �nd ta fucilit�tc ilie settlemcnt oi sccurities transa�ctians among DTC
P�sticipun�s in such securiti�s thsnugh electronic cam�uterixed book-cntry chttngea in accounts of'the DTC
Partieipattt�, thereby elimia�ating the nced far physical movement af securities ccrtificates. Dir+ect
P�zticipants include securities brokcrs and d�ttlers, b�nks, trust com��nics, cZearing corporations, �nd
cert�is� ather organizations, samc: of which own DTC cith�r dircclly or through their representatives.
7
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.
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:� �1 �
Access ta the DTC system is also �v�til�ble tn athcr cntities suct� ns security brokcrs 1nd dcalcrs, b�utks
and tn�t companies that clear throu�h ar mninG3in a custoclia� rc�alionship with a DTC Participant.
Purchases afthe Series 2002 Boncis maybc macie by or through brokcrs �tnci ricalcrs �vl�o arc, or
act througli, DTC Participartts. Suclt UTC Participants And the persons for.whom tliey acquir� interests
in the Series 2402 Bonds as nonunees will not z�c�eivc certificated bonds, but each DTC Particip�nt wiIl
rece'sve a c�dit b�laryce in the records af DTC in die �uizount of such DTC Participant's interest in tiie
5eries 20U2 Bands, which will be confirmed in accardancc w7th DTC's standard procedures. The
own�rs�ip interest aFthc actual put�chaser ofcach IIond (t�ic "Ber�eficial Owner") �vi�l be recorded in the
records of �xe DTC Participant. DTC Particip�nts arc required to provide Beneficia! O�vners with a
�vritten confim�atian of theu purchase cantainin� details af the acquired Series 2002 Bonds. Transfers of
ownexship tnterests in ihc Series 2002 Bonds wili be accomplishccl by hoak., entry made by DTC and by
the DTC Pacticipants who act on. bc�halfof the Beneficial Owners.
'I1��e Paying Agent wi.11 tnak� paytnents oi principa� of, redemption premittrn, ifany, and interest on
the Series 2�02 Bonds to DTC or its nominee, Cede & Cn., as re�istered owner of the Series 2002
Bonds. The curnent practic;e of DTC is ta credit the accounts of the DTC Puticipants irnmediately upon
receipt ofmoneys in accordancewitlitheir�spective hofc�ings as sh�wn on the records afDTC. Payrnents
by DTC Participnnts to Beneficial Owners wil. be i� accordance withstanding instiuctions and customary
practices such as thase which are naw in cfi�ect for mtulicipal securities helc� by DTC Participants in bcarer
form or registered 'm "street name" for the accounts of custamers, and will be th� responsibility of DTC
�'articipants and not th� resnonsiUility �f DTC, the Payin� Age�nt or the City subject to any statutory or
regulatory t�equu�ements ns may be in effect front time to time.
� The Bond Re�,risc�ar, the Paying Agent and the City will send any natice of redemption c�r odier
notice only to DTC. Any failu� oi DTC to advise any DTC Participant, ar af any DTC Pariicipant to
noafy the Bene6cial Own�r, nf any s�ich notice and its content or ef�'ect wil! nnt at%ct the validity of tha
redemptionoftk�e Series 2002 Sai�ds called fur redemption or of any ather action premised on such notice.
Re�emption of portions ofany mattuity aft�ye Serics 2UO2 13onds wil� reduce the outstandin� principal
amount ofsuchmaturityheld by DTC. �n svch event, DTC may implem�nt, through its hoak-entry system,
a redemption of 5eries 2042 Bonds held far the account afDTC Paiticigants ist accordance with its awn
iules or other agreements with DTC Participants, and ti�en DTC Partici�ants may implement a redemption
of Series 20�2 Bonds for thE Deneficial Owners.
NEITHER THE C��'Y NOR TI3E BOND REG�STRAR OR THE PAYING AGENT
WILL HA.VE ANYRESPOI'dSIBILITY OR OBLiGATI4N TO DTC PARTiCiPANTS OR TI�
P�RSONS FUR WHOM DTC PARTIC�PANTS ACT �►S NOMIN�ES WITH RESPECT TO
THE SERTES 2002 BONDS OR THE PROVIDING OF N4TICE OR PAYMENT T4 DTC
PARTICIPANTS OR BENEFICIAL OWNCRS OR 'Tg�E S�LECTIOIW OF SERIES 2Q02
BONDS FOR REDEMPTI4N,
8
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, . � .; �'v, � .
I�► ilie event af ttn insolvcricy of DTC, if DTC I�.�s ir�sufficictll sccuritirs in tftc Ctu}�iblc bulk of
sec�u7ities in its custody (c.g., (�UC 40 tllC� QC �QSS} t0 5At1S�'j► (IlC CIi11i11S Of DTC P111lCif}�1115 WILII TCSj}CCl �O
deposited securi�ics �nd is unablc by applicatinn of (i) cash dcposits and sccttritics pledbcd to DTC to
protect DTC ag�inst lasses and liabilitic5; (ii) tl�e procecds of insurarzcc maintaincc� by DTC ancl/ar DTC
P�rticipants; or (iii) ott�er resourees, to obtain securities necessary ta clintinate the insu�cieiicy, DTC
Participants may not be able to abtain all of their depasitcd secUrities.
` The City, t�ie Sond Registrar and tlie Payiag Agcnt cannot give a�ty assuranc;cs t��t DTC, DTC
Participants or others wi1l distribute paymerits of princip�l o% pt�emiwn, if any, and intcrest on the Scrirs
2002 Bonds paid to DTC or its nominee, ar any redem�tion ar other notices to tlic Bencficia! Owners or
that they will do so on a timely basis or that DTC wiI2 serve or act i� a manner describcd in this ��cial
Statement,
�� DTC may c�etemline to discontinue pmviciing its services �vith respeci to the 5erics 2002 Bands
at any time by �iving notice to the City and dischar�ng its responsibilities wit�. res�ect tliereto under
agplicable law. In addition, the City may detemune to discontinue the us� of baok-eritry transfers thsou�h
DTC (or any successar securities depository). Under such cit�wnstances, the City and ti�e Bond Re�istrar
will authenticate and deliver certifcated Series 2D02 Honds.
In the evcnt that the bonk-entry anly system is discontinucd, the fotlawing prc�visians will �ovem
thc transfer and exchange of Series 2002 Bonds. The Series 20D2 Bands will be exchanged foran equai
aggregate� priricipal amount of correspond'uig bonds � other authnrize� denomir�atians �d of the same
series and maturiiy, upon surrender thcreof at the principal cprporate trust ofFce of thc Bond Registrar.
The transfer af any Ser�es 2002 Bonds will be �gistered on the books maintained by the Bnnd Registrar
far such purpose only upon the suwrender thereof to tha Band Registrar with a duly executed written
instzume�t oftransfer in formand withguac�antyofsignatures satisi'actoryto the Bond Registrar, containi�rg
written instcuctions as to the details of transfer of such 5eries 2002 Boncis, aiong with the social security
number or fedei�l smployer identificatian nwnber af suci� transferee. The City and the Bond Re�istrar may
charge the registered owners a snm sufficient to reimbucse them far any ex�nscs incw�red in malcing Any
exchan�e or trans%r after the fust such exchamg� or trinsfer follawin� the delivery of the Series 2002
Bancis. The Bond Registiar or the City may also rcquire payment from thc re�istcrcd owners or their
transferees, as the case m�y 6e, of a sum suf�icient to cover as�y tax, fee ar other govemmental ch�ge that
maybe imposed in relation thcreta, Sucl� charges and expenses shall be paid before ariy suchnew Scries
2002 Bonds shall be delivered. Neither ihe City nor ti�e Bond Rc�iscr�r shall be requitved to register thc
transferor cxchan�e ofany Series 2Q02 Bands dwingt�ieperiodcammencing an the fiiicenthday (whether
or nat a business day) of the month i�ext precedin� an int�rest payment date And cnding on such intcrest
payment date or, in the case of any proposed redcmption ofa Series 2002 Bonds, aftcr such Sarics 2002
Bonds ar a�ty partion thereof has been sclected For redemption. �
�
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SECURITY FOR THE SERt�S 2A02 BONDS
Net Rever�ues. The principal of and premium, iF�ny, and intcrest on tlic Series 2002 Bnnds arc
payable salely from and secured by an irrevocable ftrst �ien upon and plCdgc of'thc Nct kevenues (as
hetaeit�after defined) derived �nd collected by thc City from khe opetntion of the stormwatcr managemcnt
� system of the Ciry (the "System"). "Net Reven�es" ane defined by the Ordinance to include aIl incomc or
�' eamings, including any income from the investmcnt of fiuids, derived by die Cityfmmthe operationofthe
System afl.er deduction a�' curnent expenses, either paid ar accrued, for tlie oper�tion, mainten�nce and
repair ofthe 5ystem, but not inciuding reserves for �newals and �placements, for extraordinary repairs
or�any allowar�ce for depreciation.
The Series 2002 Bonds do not consiitute a gcneral indebtcdness oftlie Ciry wiuiin the meanin� of
any constikutional, statutory or charter provision or limiiation. The principal of and interaesi an the Series �
2002 Bands and aII required reserve �nd ather payments st� be made solely from the Net Revenues. 'Ihe
City shaU never be required to levy ad valorem ta7ces on any propecty thcr�u� to pay the prineipal of and
interest on the Series 2002 Bonds or to make any ofthe required debt scrvice, reserve or other payments,
and any failure to pay ths Series 2002 Bonds shall nnt �pve rise to a lien upan any property o#`or in the City,
exceQt the Net Revenues.
Rate Covenant. In 1he 4rdinance, the City l�as covenanted to fix, establish, revise from time to
time whenever necessary, maintain and r,ollect always such fces, rates, rentals arsd other charges for the
use of the prod�cts, services �nd facilities ofthe System which wil� always providc Net Re�enues in each
year su#Iicient lo pay one hundred fiftean pe�rent { i 1 S%) of t41e Band Service Requiremcnt comin� due
in such year on t��e Outstanding Bonds. Such rates, fees, rentals or othcr charges may not bc reduced so
as to render them insuf�icient to pravide nevenues for the purpascs provided therefar by the Ordinance.
Rescr�e Fund. The Ordinance creates a separate accnunt in the Rcserve Fusid to be �'iuided,
or i�nto which there shall be deposited a�seive ftmd suretypolicyproviding covcrage, in an nmaunt eqw�l
to the Reserve Requirement app4icable to each Series of Bonds issued puc�twnt to tl�e Ordinnnce, 'mc
"Reserve Requirement"wiilbe funded fmm the proceeds of the Series 2002 Donds inanamaunt egualto
the lesser of (i) the Maximum Bond Service R�quiremcnt for the Ser�es 2042 Bands, (ii} 12S% af the
Avera�e Annual Band Service Requin:ment of the Scries 2UO2 Bonds, ar (iii) the I�r�est amouryt as shall
n�t adversely af%ct the excl�ssian af intc�st on the Series 20U2 Bonds from gross incame For �ederat
income tax pi.tipases.
� Addilional P�rity ObligAtions. Additiona! Pariry O�lig�tia�s, payablc an A p.v�ity fmm che Net
Revenues withthe Se�ies 20Q2 Bonds, mnybe issuecl f'or t�te purpose afneftu�din� a pArt ofthe nutstnndin6
Bonds or fin�ncingtlie cast o�extensiorys, additions and improvement� to tlie Systcm�nd fortkfe ucquisitio�
and conshuctiono� and extensions, addikions and i�nprovcmcnts to stomiwnter m�v�agement systcros which
10
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are to be consolidated wilh ttse System �i�d operatcd �s a sin�le combincd uiility. Addiiional Parity
Qbli�atians, other than for reFuz�ding piuposes, will be issued or�ly upon compliancc with all af ihe
conditions set forth in the O�dinance, includit�g the following: '
� (1) There sl�ail have beenobtaincd and �iled with the Clerk a certificate afthe Finance
Directar stating: (a) that the bnoks �nd recnrds of tl�c City relative ta the System a,sid the Net R�veriues
ha�e been reviewed by an inc�ependen# certified public accauntant; ar�d (b) the amount. ofthe Net Revenues
derived for atry cortsecutivc twelve (12) mont��s out of the preceding twenty-faur {24) ir►onths preceding
the date of issuance of t}�e prapascd Additional Parity �biigations as ad}usted pursuant to par�graphs Z,
3, 4 artd/or S below, is equal ta nc�t lcss tt�an 120% ofthe TV��iximum Sor�d Service Requirement becoming
du� in any Fiseal Year there�Rer on (� a!1 Bands issued tuider the Ordinance, i�'any, ttien Outstviding, and
(ii) ozi t�ie Additiorial Parity Obligations �vith r�spect ta wwci� such certi8cate ia made.
�� (2) Upon recommendaiion af th� Constilting Engineers, t��e Net Revenues r,ertified
r�
j , pursv�v�t to para�raph I(�j abor+c may he adjiist�d �y including: (a} 1�0% o fthe additionalNet Revcnues
� w3ueh in ihe apiruon of ihe Cor�sultit�g Fngineer wdc�2d ��ave been aerivec� by the City from rate increases
� . adopfied i?efore t�e Adc�itiotia� Parity Obligatio��s a� issued, if such r�te ir�creas�s hat� been implemented
� � during the test per�od descrit�ced in para�ph 1{b} above, ��d (b) 1�0% af t��e adc�itional Nct Reven�es
; � estimated t�y the Coris�Iting Engineer to be cierivecl durin� the firsi f�! hvelve monih period after the faci3-
+ i4�es ofthe Systemare extended, enlarged, imp.roved or added to withthe proceeds ofthe AdditionalParity
f
` 4bligations with respect to whiciz such certif�cate is mad�. �
� (3) Upon recommendatian nf t�fe Cansultin� Enginee�s if the Additianal �arity
Ob�ig�tions are to be issued for the purposa of acquiring an existin� stormwater system and/or any other
�tility system, the Net Re�enues certified pursuank to paragraph !(b) above rrk�y be adjusted by ir�cluding:
84% oft�fe additional estimatedN�t Ttevenues whichinthe writtcnapinianofthe Cortsu�tingEngu3�ers will
be derived from t3ie acquired fac'tliry during the first full 12-month period after the �isst�ance af suclt
Additior�al Parity Obli�ations {the Cansulting Engineers' report shall be based on the actual operating
revenues of t�e acquire� utility for a recent 12-month pe�iod ad�usted to refIect the City'� ownecslup nnd
the Ciry's rate structure in effect with respect to the System at the tune of the issuance of the Addition��l
Pazity Obligations).. �
{4) Upon recammendation of tiie Cansuiting En�,rineer, if t��e City shall have cnfcm,ci
inta a contract, which contract s}�al! be for a duration ofnat less than the fina� maturity of t�ie prapased
Additional Parity 05�igatians, wit�i any public 6ody, whereby �e City shai� have agreed to furnish any
services cneatin� Grass Revenues, thenthe Net Revenues cettified pursu�nt io p�grap� i(�J above m.�y
be increased (to thc.extent sus:h amounts were not oth�rwise ref�ected in such Net Reyenues} by ttte.
mmim�nnama�t whichthe pu�iie body siiail guarantee ta pay in any ane ycar forche fiirnishingoFservices
by t�ie City, afler deductin�; frnm such payment the cstimated �ost of 4peratian tt�d Muintenance
at�-ibutab[e in sue�� year to such services,
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(5) UQOti lCCQII1t11CI1C��llQI15 A�, �}1C C011SU��1Il� Et1�iIlCCt'S, it' there is an cstimatcd
inerease in Net Revenucs to he �ccivcd bythc Cicy as a result of�ciditio�s, extcnsions or impravemcnfs
ta the System during ihc period oithrec (3} ycars follaw�ng thc completinn of such adclitions, extensions
c�r unprovements finartced with tlic pracecds of 13onds or Additional Parity Obli�;ations, then tlte Net
Revenues r�eriified pursuant ta paragrap� 1(b) �bave shall be increased by .fifiy percent (50%) of the
average anrn�at additianal Net Revenucs calculated for such three year penod.
(d) The Ciry need nat camply wiEti tt�e provisions o�p��ph ��bove ifand to the
extent the Bonds to be issued are refunding bands, and if ilie City shall cause to be delivered a cerii#icatc
ofthe Finance Director setting forth the Bond Service Requi�ments (i} for t�ie Bonds then Out�tanding �nd
(ii) far �l Series af Bor�ds to be immeciiately O�tstandin� thec�after and st�ting tt��t the Bond Serv2ce
Reyuiraements in any patticuIar year pursuant to {ii} abave is not �reater thatti the Band Service
Requiremr,nts in the correspondiri� year seE forth pursuant to {i) above.
(7) The City need not comply witli the provisions aPpara�ap� 1 abave if and ta the
e�ent the Bonds to be issued are for the purpose af prnviding any necessary additional funds re.quired for
completion of �ny impmvem�nts to the System ("Complekion Soiids") if origirially fir�anced with the
proceeds of Bonds; provided t�at s�ch Completian Bonds for which the City need not cc�mply wit�� the
provision af such paragraph (1) aUove may not exceed 10% of the total �rincipal amount of Bonds
e�timated to be required for such impro�ements to the System at the time of issuance of the initial Series
of Bonds to fu�ce such improvements.
(8} 'Ihe City shall not be in defau3t �n the carrying out of any oft��e obli�atians assumed
under this Ordinance and no event nf default shall l�ve occurrcd under this Ordinance and sttall be
continuing, and all payments requized by this Qrdinance to be made irito the funds and accounts establistied
hereunder shall i�ve been made to the full extei�t required.
. (9) The ordinance ar resolution authari�n� the issuance of the Additional Parity
Obligationa s��all recite that all ofthe coveRants contained hcrein will be applica�le to such Additional Parity
Obligatians.
, See Appendix C, "Summary of Certain i'rovisions of thc; Ordinunce - Covciiants of the Issuer -
Issuance of Additional Parity Obiigations."
Serics 2002 Bonds Not u Debt of the City
The Series 20D2 i3ands shall not constitute a�encral abli�atian ar indebtedtzess of the City wilhin
the meanin�; of any cartstikutian��, statutory or chartcr provisian or limitation, �utd no Bandltoldcr st�ali evcr
havc the right to compel che exercise ofthc ad vnloraem taxing power of dte City ar taxation in �ny focm oF
rea] ar persona! property therein for thc paymcnt ofthc principal of and interest on the Scries 20Q2 Bonds
or to compel the City to pay such principAl and int�rest from any other funds of'the City exccpt thc Pledgcd
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Revcnues. '��e Scrics 2002 Bonds shall not coriskitutc a lien upon any property afor in die City, but sh;�ll
consdiutc � lien on�y on the f'lcdged Revenues al� in thc manner provided in the �rdinance.
Outstunding Parity 4�I�gahons
InNovember,1999, theCityiss�ed�7,500,000ai'itsStormwatcrSystemRevenue Bonds, Serics,
1999 {ihe "Series 1999 Bonds"), whic�� are currently �utstanc�ng in t��c aggregate principal amount af
$7,275,aoa, which wilI ranit vn a parity with the Series 2002 nonds as to ttie piedged of thc Net
RevenUes. As set forth under.the caption "THE SERIES 2UO2 PROJECTS," it is anticipated that the City
will issue Additional Parity �bli�atians in 2004 and 20Q6 to fund additional capital improvements to t�ie
stpnnwater sysiem.
MUi�ICIPAL BOND INSUF�I,NCE
'Ihe foilawing infarmation has been #'umished by MBIA L�swrance Cotporation {"MBIA") Far use
in this Ofiicial 5tate�nenk. Reference is made to Appendix "F" for a specimen of MI3IA's policy.
, MBIA.'s pa�icyuncanditior�ally and irrevocab�y gt�arantces the firIl and cnmplete payment required
� to be made by or on behalf of the City ko tl�e Paying Agent nr its successor af an amount equal to (i) the
� principal of(either at ti�e stated maturity ar by an advanccment nfmaturitypurst�ant ta a mandatory sinldng
fwld payment) and interest ort, i�ie Series 2Q02 Bancls as suchpayment� sha�l become d�� but shaii not l�e
, so paid (except that in t�e event of any acceteration oF the due date of such principal by reasoii oi
mandatory or optianal redemption ar �acceleration resuIling fram default or otherwise, ather than any
��dva�icement of mahuity ptusuant ta a mandatary sinking fund payment, the payments gu�ranteed by
MBIA's policy shall be made in such amot�nts ar�ci at suchiimes as suchpayments flfprincipalwauld l�avc
been due had thcre not been any such acceleration}; and (u} the reimbursement ofany such payment which
is subsequer�t�y recovered from any awner ofthe Series 2002 Bonc�s pussuant to a finaljudgnent by a court
' af competent jurisdiction tlu�t suchpayment constitutes an avaidable p�ference to such owner within the
meaning af as�y applicable b�nlQVptcy law (a "Prefcr�ence").
MBIA's policydoes not insureagainst loss ofaryy prepayment premiwn which may at any time� Ue
p�yab�e with respect to �y Series 2002 Band. MBIA's policy daes not, under any circumstance, instuc
against ioss �lating to; {i) optiona! or mandatory redetn�ti4ns (othec than mandatory siriking fimd
redeniptions}; (ii} any payments to be made on an acceIerated basis; {iii) p'ayments of the purchase p�ce
of 5er�es 2002 Bonds upon tender by an owner thereof; or {iv) ar�►y Preference relating ta (i) thraugh (iii}
above, ' MAiA's poliey alsa does not insure against nonpaymcnt of principal of or interest an the Series
2002 Bonds �esvltin� fromthe insalvency, negli�ence or any ot�yer act or omission of the Payin� A�ent or
any uther paying agenk for the 5eries 2002 Bonds. �
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Upon reccipt oftelephflnic ar tcicgriphic n�ticc, stich noticc subscyucr�tly coiilir�ncd in writin� by
rcgistcred or ccrti�cd mttii, or upan rcceipt of�vrittcn notice by �;�istercd ar certificd mail, by MBIA fmm
the P�yitag Agent or any Ovv��er of a i3ond �tie �a}nnent of aii is�surcd �rnount far which is thcrt due, that
such reqt:ired paymeat has noi bcer made, MBCA an die due datc nf such payment or within onc busincss
day aftcr recci�t of notice of such nonpayment, whicliever i� later, will maica a deposit a�' funds, in an
account with 5tate Strcet Bank and Tnast Company, N.A., in New Yark, Ncw York, or its successor,
suf�cient far t�ie payment of any such insurcd arnnunts w��ich are t�sen due. Upon �resentment and
surrcndcrafsuch5eries 2Aq2 Bands �r presentment ofsuch other proafof awners�ip ofthe Series 2042
Bat�ds, together with any appropriate instrwmcnts ofassigrvnent to �vidcnce ihe assignment of the insured
amounts du� on t�1e Series 2002 Bands as are g;�id by MBIA, and appropriatc instruments to efi'ect tiic
appoin�nent ofMIIIA as agent for such awners of the Series 2002 Aonds in any tegal proceeding ne�ated
to payirient af insw�ed amo�nts on the Series 2UO2 Bonds, such instrumen�s being in a iarm satisfactory to
State Street Bank and Tiust Company, N.A., State Street Bank and Trust Comp�tiy, N.A. shall disburse
to such owners or the Payin� Agent payment af tlte insured amounts due on suchSeries 2002 Bonds, less
any atnotmt held by the Paying Agent %r the payment of such insured amounts and legaily�available
ttierefor.
MBIA
. MBIA Insurance Corporation ("MBIA") is the principal oper�ting subsidiary af MBiA Inc., a
Ncw York Stock Exchange listcd company (the "Company"). The Company is not obli�ated to pay the
debts of or claims aga�st MBIA. MB1A is damzciied in the 5tate of New York and licensed to do
business in and subject to re�ulation under the iaws of alI SU states, the District of Coiumbia, ihe
Commonwealth af Puerto Rico, the CommonweaZth of the Northern Mariana Islands, the Virgin Islands
of the Un'sted Siates tind the Territary ofGuam. MB�A has three branches, one in the Republic of France,
one in the Republic of Singapore and ane in th� Kingdom of Spain. New York has laws prescribing
muwrnamcapitalrequirernents, liinitingclasses and concentrations ofinvesh�nentsand nequiringthe apQinval
of policy rates a�id forms. State laws uLso regulate; the �mount of both the aggregate and individual risks
Ehat may be insured, tlie payment ai dividends� by MBIA, chan�es in conh•ol and ttansactions among
afiiliates. Additionally, MBIA is requised to maintain contingency mserves on its liabilities iri certain
funounts and for ccrtain periods of time.
M$IA daes not accept any responsibility far tlie accuracy or completcness of tl�is OtTtcial
Stntement or aryy iriforrr�ation ar disclosure contained hcrein, or omitted herefrom, other that► with respect
to the accuracy o�'the infotmation re�ardin� the policy a��d MBfA set farth under this principal caption
"MLJNICIPAL BOND iNSURANCE."Additianally, MHIA makes na representa4ion regardin� the Series
2002 Bonds ar thc advisability of investing in thc S�ries 2002 Bonds,
The Fuiancial Guararitcc In.ctiwance Policies �re not covered by the PropertylCasualty Insw�ance
Security Fund spccified in Arlicic 7G of the New York Insurance Law. .
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MBIA �nformation
'I71e fol�owing docwncnLs filed Uy Q�c Com�7ny �v�tli thc 5ccw�itics a�id Eacct�angc Commission (t��e
"SEC") ture incotparated herein by rcferencc:
and
(1) The Campany's Annuai Rcport or► Fonn 10-K Far thc ycar cnded Dcceirber 31, 2001;
(2) The Company's QuarlerIy Rcpart on For�n 10-Q far tlie quarter ended Marcli 31, 2002.
Any documents filcd by thc Company pursuant to 5cctions 13(1), 13(c), 14 ar l5(d) oi thc Exchang�
Act of 1934, us amended, after the date of this Dfficial Statrment and prior to the tennination oi tl�c otfering
of- the Series 2UQ2 Bonds offered hereby shall 6e deemcd to E�e incorporalcd by refer�nce in this O�ciai
Staterrteiit and ta be a part hereof. Any statement cantaincd in a document incorparated or decmcd to be
incnrparated by reference hercin, or cont�ined in this (7fticial Statement, shall be d�emed to be modifcd or
superseded for putposes of this �fficial Statcment to tha extc:it th�t a statemcnt contained hercin or in any
other subsequently iiled document which also is or is decmed to be incnrporated by refercnce hcrein modifics
or supersedes such statement. Any such statemcnt so modiiied or superseded shall noc hc decmcd, exccpt
as so mndified or superseded, tn constitutc a part of this Offcial Statement.
� 'Ihe Compat�y ii�es annual, quartcr�y and special repo�ts, information stalements and other.
infom�ationwithihe SEC underFile No. 1-9583. Copies af the SEC filin� (inctuding {1) ihe Compariy's
Annc�al iteport onForm 10-K farthe year ended Dccember 31, 2001, and (2) the Com�any's Quarterly
Report an Form IO-Q far the quarter ended March 31, 20�2}, ar� available (i} over the lntemet at thc
SEC's web site at �p�//www.sec.�ov; (i�) at thc 5EC's public refcrencc roam in Washington D.C.; (ui)
over the internet at the Company's we� site at http:/l�vww.mbia,com; and {iv) at no cost, upon requ�est
ta MBIA Insurance Corporation, 113 King Street, Aimonk, New York l OSO4. Tfie teleplione number
of MBIA is (914) 273-45�5.
As ofDecember 31, 2001, MBIA had admitted Assets of $S.5 billion (audited), total liabilities of
$5.b billi�an (audited), and total capit�land surplus of$2.9 billion(�udit�d) detemuned inaccorciance with
statutoryaccounting practices prescribed ar pemtitted by insurance regulatory autliorities. As ofMarch 31,
2002, MBIA had aclmitted 3ssets of�8.6 biZIion(un.zudited), total liabilities of$5.7 billion(wiauditcd), and
totssl capital and sutplus of $?.9 billion (ut�audited) deternuned in accordance with statutory accounting
practices prescribed or pemutted by insurance regulatory �uthorikies.
Financful Strength Ratir�gs of MBI�
Maody's �nvestors Seivice, Inc. rates the Puk�nci�l strength of MBIA "Aaa."
Stands�rd & Poor's, a divisiono�e McGraw-Hill Campazlies, In�. ratcs the finai�cial stmngt�� oi
MBIA "�1AA." .
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Fitch, �nc, rates the f nanciat stren�Yth of' IVfIItA "A�1A."
Faeh rating of MBIA should be evaluated inciependently. Thc ratin�s ret�ect #��e respective rating '
agency's cwr�ent assessment of die crcditwc�rihiness ofMBIA and its ability ta pay claims on its policies
�� vfinsurance. Any fwther explanation us to tlie siUmificance of the above r�tin�s rn�y bc obtained only �rom
the applic�3ble ratin� agericy. , �.
� � The abov� ratings ac�e not recommendation.� to buy, sell �r �ald the Series 2Q02 donds, and such
tatings may be subject ta �vision or withd.raw�l at any time by the riting agencies. Any downward revisian ��
or withdrawal of any af the abo�� ratings rnay hzve a�i adverse eiTeLt on the market price of the Series
' 2d02 Bonds. MBIA does not guaranty the m�rket price of the Series 2002 IIonds nor daes it guaranty
that the i�tings on the Series 20d2 Bonds will r�ot be reviscd or w�thdrawn. �
. � The �inswanceprovidedbythis poiicy is not covered by ti�e Flarida Insurance Gu�rantyAssociation
created under chapter 631, Florida Statutes. � �. .
Ri�hts Granted Insurcr � ' ,
' Generally, in connec�on with its u�surance of an issue ofmunicipal securiqes, the Insurer requires,
funang other things, (� tl�t it be �aranted the power to exercise any rights graryted to the halders af such �
secur�ities upon the occurrence of ari evEnt of def�ult, without the consent of such hoiders, and that such
holders may not exercise suc�� rights without the Insurer's consent, in each case so lon� as the Insurer has
' not �'ailed to c;omply with its payment obligations under its u�suranrs policy; and (u) that any amendment ar '
, sup'plement to or other modif�carion of the principal lega� dacuments be subjeat to the lnsurez's consenc.
The specifia rights, if any, granted to the Insurer in connectianwith its insurarzce of the Bonds are set forth , .
� in "APPENDiX C- SUMMARY OF CERTAIN PROVISIONS OF THE ORDINANCE."
�� � � � l6
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! � . '. „ . DEBT SEItVICE REQUIREMCNTS �
� � Bond YeAr� � Scries 195►9 Series 2002 Scrics 2002 .� - ' �= �
� . . . • � Endit�g . � Bonds Bands Bonds � . ' � �
� . � � � • i �p�nt s����� princi� �� . . � . ?'sai . .
, . . .
{: . , . . . . . .. .
�.. ,. ... . . . . aoaz � s»,d92.so � �, , , . � . �
� '. . . - �� � � .' . . � . 2003 517,SOS.OU � � � ' � :, , , ,
. , ,. . . '20Q4 � .. 516,980.OU � . " � , � . . : � . . .
,. . , ' . ' . . 2005 515,ID7.50 , , . . . , � . ' .
: � � , � 2006 514;877.SU � . . . , .
;1j� ,. ; , . ' � . . � ' , , 2047 ' . � 518,280.04 . � � � � ' � .
<< . . . . . .
: . : j .> . . � . . ' � 2008 516,Q72.50 ' . . . . , . . . , .
' , , . . � . , 2009 518,472.54 . � . � • �. . � ' .
: ; � : :. � 241 D , 515,185.OU. : ' , . � � ; : „ , , ,
, � . : . �... , '. � 2011 ° 516,�35.OD . . . . .. . ,
, . -� � - � ; .. . . .. � �2012' � 517,185.00 . � . .
; ,:. ; � . '� . ' . � � 2U13 � � S 17,240.00 � . , ' � , , . ,
; .. : . . , � ,. , .. 2014 � 516,S8Q.Op , � � ' � � , �
,;�: � � 2015 � 515,292.SQ , ' , . � , � �
;`,r: . . �:.,2Q16 ,518,198.7'6 � � � . - . .
'.;:� . ; _ � . . �� . , 2017 .� 519,998.76 : : ' , .� ' . , •
�;�..: � � . . . 2018 � 520,973.7b � � , � � : � ,� �
° ' ` ; . .. � � � : � 2019' S16,123.7b . ' � ' : � � , . .
� . - � � . , � � , � 20?0 520,373.75 , ' � �� '. � : . . '
s�. � . � ' . �, 2021 S 18,498.76 . � � . .
� � � ' . ` ' 2022. . 520,780.04 � � � . . :,
- �� . . 2423 �.51b,685.�U . ' � �
. 2024 SI6,735.0p , ' . , . '
:, " . ;, 2025 � 515,d45.Op . � � . � � , ; .
,, ,
: ` . � . . �. 202b ' ' S18,415.00 � � , . :
.%.: .�. .,.. . ,., f ' ', 242? ! 519,7d0.00 . . ` . ,
. � , � , 2428 519,680.OU . ' � , , . � . . � . .
; ' . , , � . • 2029 ; ,: _ 518.17�5.00 . . . ; . , . , . '
, , , .. , . , .. .
:F � � � � : � � � Totals . $14,493,947.56 � ' : ' � . , �
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,. . , � SOURCES AND USE5 4I+ rUNDS � . .
' . SOURCES � . .
` . ' . �. � = Principai Amourit nF 5cries 2002 Bonds ,
� � Accrued Intcrest � `� , � � .
� Total Sources ' � ' � � . �
• � .. . U'S�� � , . • • .� `. .
, �. ]�,�posit to Conshuction Fund . . � � , �
_ � � � � ' � Depasit ko Inter�st Account � - �
� � . . Cost� af Issuance inaluding Undcnvr�ter's ' , .
. ' � .' � ' . � � Discotint and Band lnsurance Fremiwn , , • � .
' � Total Uses - ' �
� � � � ,. , • ,
. * PIe�17Tllrial�l, 511bj�Gi t0 C�]�3i7�TC. � • ' .
;.,` � ' � � . THE �TORMWATER MANAGEMENT SYSTEM
�. ' � . . Physical Descriptio�x �
,�. � The City af Clearwater was created in 1923 by Cttapter 9710, Special La�vs of Florida, with all
� govemmental, corporate and praprietary pawers to enable it to conduCt mwucip� govemment, perfarm
" municipaf functions and render municipal services, and to exercise any power farmunicipalpurposes except
� whe� expressly �rohibited by law. A major municipal function af the City af Cleatwater is the eflicient,
� ,' economzc, and safe operation af the City sto.Emwater infrastructurc for the healttr, safety, and general
' welfare ofthe public. The tnanag�ment of stormwater in the City was established in 1941 as a city utility
� enterprise in accordance with Florida Statutes a�id funded by a stormw�ter uti�ity Fee for stormwater
��:. � management, service, leviec� against all de�eioped property within the City to pmvide planning, design,
. consGtuction, operatian, inaintenance,negulation, swveying, and inspectionoft�e stormwatermanagement �
' ' facilities within ttie City. Those services provide system man�gement for approximately 120 miles of storm.
�� ,. � sewe�s, 9 square miles ofopen water, and more than 14,400 stiuctures (e.�. culverts, flumes, weirs, catch
' basins� etc.) to manage d�ainage for the City, having a papulation aF approximately 104,000 pem�anent
� residents and 20,000 winter residents. � . . � ,
, MstnAgement � �
5: �
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The City h�as � Cnmmission-Mana�cr fonn af tnunicipal govcrnmcnt. 'ilic Mayor-Cnn�missios�er
and Commissioners are elected by t�ic Csry voters on un at-larbe basis, A�l have vating power at
Commissiata mcetin�s which �re chaircd by the Mayor Camntissioner. Tlie City Cotnmission appoints the
City Marrager and the City Mana�er i� responsible for a�pointing a11 o�iccrs and cmplayecs in the
aciministrative service of the Ciry, including t��e Public Works Admiiusirator.
Public Works Adm'►nistration is administercd by the Public Works Adnwiistrat�r who reports to
the City Manager tiu�ough il�c Depu�y City Manager. The stormwater system is ane of seven utilities
(Water, Sewer, Reclaimed Water, Gas, Solid Waste, Recyciin�, and Stormwater} billed on a consolidatcd
basis by the Cleaiwater Utility Custamer Service Department.
, ' Mahshid D. Arasteh, P.E, serv�s as the Pub�ic Works Administrator, She received her Bache2ar
of Science Degree in Civil Er�gineering from tl�e University of PennsyZ�ania in 1480 ar�d her A�asters af
� � Scieiace D+e�ree in Civil anci IVlechanic� Engincering in � 982. Shc is a member ofthe Florida Engin�g
,,, 5nciety and the Institute of Trai�'zc Enginee�s, and has been a registcred Professional Engiricer in the state
of Ftorida since i987.
.�
Michaei D. Quilien, P.E. serves as the Direetor afthe En�inc�rin� Department and reports to the �
Public Works Ac�ministracoc He neceived his Bachelor af Science Deg,nee in Civil Engineering fi,om Purdue
iJniversity � 1977. He is a member of the,FIorida Engineering Society and has been a re�istered.
�'rofessional Engineer in die st��te of Florida since 19�3.
,� Gary A. Johnson serves �.s the Public Servire Director. He received lus Bachelor vf Bwlding
� Construction deg�e in 1977 from the Uzu,versity of Florida and in 1979, obtained his General Contractar
Licer.se irom the State of F�orida. He continues to serve an the Pinellas Cocuity Public Works Academy
�� Boand af Tn�tees, a position he }tas hcld since 1989.
Ra#es, Fees and Charges
'Ihe City uses a measw�ement of one equivalcnt residential tmit or ERU as the basis for the
stomlwater management utility fee. The rate per ERU was unclk�n�ed from the inception af the Utility on
Jat�uary i, 1991 untiZ 1998 when annua� increases were adopted far five fiscal ycars beginning Octaber
1, 199$. In N'ovember, 2001, additional increases were adopted inc(udin� a change to the increase
pr�viously adflpted to be ef%ctive on �ctober 1, 2CO2. The manthly rates at incepti�n and as adopted
in 1998 and are: .
19
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, � , � Effective�?�t� . � . � B�S� �'er_EL�Z . � :
; .. ' � . ' . � . 'Januury �, 1991 " � , ' . . $3.00 , . , � .
, � � ; � � � October 1, 1998 ' � ' , .' 4.00 .
. . ., , , .
,° . .� , : :. � .: ; October 1, 1999 ' � ' . 4:17 . � � . ,
, , � �. . � Qctobcr 1, 2000 � � � . 4.35 � � . � .
� ��'.��� . . . � . �Qctober 1, 20Q1 � � 4.54 � ,
. J . . . Jarivary 1, 20Q2 . � . . � 6.13 ' ' � , ' , ' �
., . , , , . . . � �
� . ' . , . , �, e �ctober 1, 2D02� . . � , � , 7.16 . � , t
. . � .� , ; ; . � OctoY�er 1, 2003 . . � ,. 8.01 '
. , , . . , October 1, 2004 � � 8.65 .. .
� � . : . �� � � . October, l; 2Q05 � . _ � 9.35 � .
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"° �°��:. ,� Si�gle-family homes, multifimily�units, condaminium units, apartments and mobile homes are rat�d .
;,;'-�: �� � , . . .
'° ���`"��� '� �� as one ERU per dwellu�g unit. Nonresidential property is charged at thc rate of 1,830 square feet of .'
:�... -. . . . ,
. , irnpervious area per ERU. � .
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�� Historical Net Revenucs . �. � .� � � , .
. . . . . L 9�ll g�i q fZ) . ono � . � � , .
• - , Nct Operating Revcnuea (Excluding . �
°.' pe�rcoiation) '. 928,937 325,37G i,361,b5G . i,G22,! 57 1,433,5q I
, .. . ' • • [ntorest Incomc nnJ othcr Non- , .
�, ., . Otacratin� Revcnurs (Expcnscs) ' 130, I03 125,815 4Gs2Q9 132,�J21 281,A71 ,
., . ' . � .
•�' . ,. Tatal Nct Rcvcnucs � i,059,04Q 451,191 . 1,A07,865 1,755,078 1,715,012 •
� ' .' , ' � � � � �
��"� � ', Pinjectcd Mazimum Ann�al Oc�t.Scrvicc 2,150,000 2,150,400 2,150,004 2,150,000 2,ISO,UQO '
. � .- . .
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. - ' ' Covcragc • ' ' .49 ' .21 .65 .82 .SU . ; �
.� ' ,(1) Aattsa) debt servicc on t}te Series 1994 Bonds u�d asst�mes 30 yaur Icv�i dc6i se�vicc amortization with n gar amnunt • �
.` ,, , '-' , ,. � �' , � ' ofS2�4,725,000 and a tnte intcrcst cost of 5.01°/a. , �
' .� .' ,• �(2) Fmtr� 1994 tn 1998 total annual operating revcnucs havc only increusad from 53,40 to 53.46 million whilc.
,- ��. total opernting expenses(cxcluding dcprcciatinn) huvc fncrcascd from Sl.G8 to 5�.13 million. Wil�� littic .
-� . • undevcIopcdproperty inthe City.und na ratc incrcnsc frvm 1hc 1ltility's inceptia�� in 1991 until 1999, t�venucs
' �� ' � �mained �at whilc expcnscs such as personnc! services, profcsaiono) !'ccs, intcriund chnr�cs and repnirs su�d � '
�� � , mninteriancc have increased signiticantty. Rntc increnscs o�'31.3°/u far t999 nnd 4.3`�o far cach subscquc:nt year '
•' � � tiuvugh 2003,wcne approvcd in August, 1998. ln Novcmbcr, 2001, tu fund signiiicunt incrcuscs in th� ,
., .� � , �,stormwater syatcm capitnl impravcment program, rnte incmascs to 56.13 c{'fcctivc January 1, 20U2 ta S7.Ib, ., �
affoctive Oclober I,200z�toSB,Ol,effecdvoOctober l, 2qD3, lo 58.65, efFective OctaUer 1, 2004 and l0 5�.35,
, � � . 't cffectivc Qctnbcr ! � 20US wer�e approved, � ,
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FINANCIAL STATCMCNTS
'I�e combined finanGi�statcments and Starmw�ter cnterprise i'unc! financialstatements oCUie City
at 5eptember 30, 2041 and for the Fisc�l Ye�r then cndcd, appenc�ed licrcto as Appcndix B, have bcen
excerpted fram the financial statemcnts eantaincd in ihc City's Comprelicnsivc Annual Financial Reports
for the Fiscal Year cnding September 30, 2001.
�� � INVESTMENT P4LICY OF THE C1TY
Pursuant to the requirements af Section 218.45, Florida Statutes, the City adopted a written
investment palicy which app�ics to all funds he�d by or for the bene�t of the Cily Cammissian (except for
proceeds afbond issues wtuchare deposited in cscrow and debt servicc funds and �overned by thcir bond
documents) and funds aiConstitu�onal O�icers and other component units oFd�c City.
�� Tlie abjectives of ihe investment palicy, �isted in order i�z orc�er of impott�i�cc, are:
. 1. Safety o#'principal
2. Provisian of sufficient �iquidity .
3. Optimization of retum within the constraint� of safety and liquidity
'Ihe invesirnent poIicy limils the securities elipble for inclusio�i�in the City's portfolio. 'I'�e City �vill
attempt to maintairt a weighted a�erage maturity of its investments at or belaw t}u�e years; however, the
average maturity of investments may not excee� fbur ycars. �
� To enhance safety, ihe investrr�ent policy requires t�1e diversificationofthe �nrtfalio to neduce the
' risk ofloss irsultir�g frnmover-eoncentrationafassets in a speciiic class of security. The ir�vesbment policy
� a�so requires the preparatian of peiiodic repnrts for the City Cammission af a!� outstanding securities by
.� class or type, book value, income earned anc� market �alue as of ihc repart date.
Notwit��stnnding the foregaing, maneys held in the furuis and accaunts established under the
Ordinance may be invesied only in Permitted Investnients, as descriheci in the Ordinar►ce. .
LEGALITY F4R INVESTiVIENT
, T1�e Series 2042 Bonds co��stitute ]cga� i�vestrnents in thc St�te of Florida far stat�, county�
{� municipal and all ather publ�c funds und for banks, 51V111�S I31I1�CS, insurAnce companies, executors,
.�drrwustrators, tn�stees �nd all other fiduciaries, and also constitute securities eligiblc as callatemi scewity
� for All s#tte, county, municipal �nd ot}�er pUblia funds. �
►�ra
�. . . .,F .�....�.,.;... .. . � _ -- . . . . . . ,.
�_......._-�
�
♦,
� ��_. .? '
TAX EXEMPTION
The Interrial Revenue Code of 198G, as amendcd (the "Codc") establishes certairz requirements
wltichmtistbe met subsequenk to the issuancc and deiive�y of tlic Sez�ics 2042 Boncis in order tliat intcrest
on the Series 2002 Bonds be and remain exciuded from �ross incamc for purpases of federa? incomc
ta�cation. Nan-compliance may cause interest on the Series 2Q02 Bonds to be included i� fcdcral gross
income retroactiv� to the date ofissuance ofthe Series 2002 Bonds resardiess af t�ie date on r�vhich such
non-compvar�ce accurs �ar is �scertained. These requirernents inc�udc, but are nQt �itnited to, provisions
which prescribe yield and other Iimi�s within which d�c procecds oithe S�ri�es 2Q02 Borids and the other
�naunts are to be. invested and rec�uire tliat cettair� investment carnings o�t the fonegoin� musk be �bated
on a periodic b�sis to the Treasury Department of thc Unite� St�3tes. The City has covenanr�d in the
O�dinance to camply with such requu�ements in arder to mairitain the exclusion from federal gross incomc
oFthe incerest an the Series 2a02 Bands.
I�i the apinion nfBarid Counsel, assuming campiiance with tlic aForemenkioned ca�enants, under
existzng laws, regulatians, juciicialdecisions and rulin�s, interest onihe Series 2002 Bonds is exeluded from
gn�ss income for ptirppses af federal income taxatian. Interest on the Series 20U2 Bonds is nnt an item of
tax pre%rence forpurposes ofthe federal altemati�e minimum t�x imposed an individuals or corporations;
however, interest on the Series 2p42 Bonds maybe subject to the a�ternative minimwntax whenany Scries
2002 Bond is heid by a coiporation. The altemati�e minim�m taacaUle income af a corporatian must be
incneased by 75% oft�ie excess oisuch corporation's adjusted curn;nt eamings aver its altc;mative mir�imum
taxabie income (before this adjustment and the alternative tax net operating lass dedactia�i}, "Adjusted
C�t Eamings" will include interest on the Series 2002 Bonds. The Series 20U2 Bonds are exempt from
all present intangible personal property taxes i�nposed pursuant to Chapter 199, Fiorida St��ttutes.
�xcept as described above, Bond Cnur�sel wilI express no apinion �garciin� tl�e fedcral income
taxconsequences resulting fromthe ownership o% receipt ar acerual ofintec�est on, or disposition ofSeries
2002 Bonds. Prospective purchasers of Series 2002 Bonds should be aware that t�ie ownership af Series
2002 Bonds may t�esult in collateral federal income tax cortsequcnces, incluciu�� (i) tl�e deni�l oia deduction
for interest on indebtedness incurred or continued to purchase or carry Series 2002 Bonds, (ii) the
reduction af tlie Ioss reserve deduction for property �d casualty insur�nce companics by i 5% ofcerG�in
itetns, ineluding interest an the Series 20U2 Bonds, {ui) the inclusion oiinterest an the Series 2002 Bonds
in carnings aFcet#aui fareig,n carparations doing busiriess in ihe United States far purposes ofa branc�
profits tax, (iv) t�e inetusionofintereston Series 2002 Bonds in passive income si�bject to federal i��come
taxatian af certait� S corporations wikh Subchapter C ea�nings and proFits at the close af thc taxable year,
and (v) the inclusion ofinterest on t�e Series 200Z Bonds in "mociificd adjusted �ross iiycame" by �;cipicnts
af ccrtain Sncial Security �nd Railroad Rctirement benefits for pucposes of c3etertnining whether such
laenefits are included in gnss income for federal income tax purposcs.
PURCHASE, OWNERSHIP, SALE OR DISI'OSITION OI� TI-iL SEftILS 2Q02 BONDS
AND THE RECEIPT OR ACCRUAL OF TH� INTEREST THEf�ON MAY I-IAVE ADVERSE
2�
�.
4
� �• *
. . . � ' . ! . �
FEDERAL- TAX CONSEQUCNCES I�OR CERTAYN 1NDIVIDUAL AND CORPORATE
REGISTERED OWNERS. FROSPECTIVE SERiCS 2002 FtEGISTERED OWNERS SI��OULD
CONSULT WITH THEIR TAX SPECIALISTS FQR INFORMATION IN Tf-IAT R�GARD.
. Durin� recent years te�islative proposals have been iritroduccd in Cari�ress, and in same cases
enacted tliat altered ccrtain federal tax cor�sequences raesulting Frnm #�Se owncrship o�obligations that are
similar to tha Series 2002 Bonds, In some cases these proposals have containcd provisions that aitercd
these consec}uences on a rctroacti�e basis. Such alteration of federal tax consequences may havc affected
the madcet value o� abligations simil�r ta the Series 2002 Bonds. From time to time, le�ista�ve propnsaIs
ar�e pending which coul� have an effect on both the Federal tax coz�sequenccs res�iIting Gom owr�ership nf
Seties 2402 Bonds anc� cheir market value, No assurance can be given tlu�t legislative propasals wiIl nat
be introduced or enact�d t�iat wouid or rni�ltit app�y to, ar havc; an adverse effect �pon, the Series 2002
Bonds. . �
T�x Treatment of Origina� Issuc Discount
Und�r the Code, the aif%rence between the maturity �naunt of the Ser�es 2002 Bonds ma�ng
� in. the years tlu�ough {the "Discount Bands") and the uu��l of%ring pric:e ta the
public, eaccludin� bond houses, brokers or s�imiIar persons or organizations acting ir� the capaciry af
undenvriters or whofesaiers, at whichpric� a subsianbal amount ofSeries 2UO2 Bonds of�c: same matwity
was sald i� "origu�alissue discnunt," Original issue discount ��viIl accrue over the termofsuch Series 2002
B�nds at a cunstant intenest rate compounde� peri�dically. A purchaser who acquires suchSeries 2UO2
Bflnds it� the �nit�a] afl'ering at a pric� ec�ual to the initial offering pricc theneaf to the public will be treated
_ as receiving an amount of intcrest excludable fmm �ross income for fecleral incoine tax purposes equal to
the original issue discaunt acenaing durin� the period he hoids such Scries 20Q2 Bonds, arid will incmase
� his adjusted basis in such Series ?QD2 Bands by the amaunt af such acenwig disco�vit far purpases of
detemuning taxable gain ar Ioss oi� the sale or ather dispositian afsuch Series 2�Q2 Bonds. The fede�l
income tax consequences of tha purchase, ovmership and redemptian, sale ar other disposition of the
5eries 2402 Bonds which arc not purchased in ihe init�! offering at tl1e initial of%rin� price may be
determined accord'u►g to rules whichdiffer iromthose above. Owners aFsuch Series 2002 Bpnds should
cansuit tIleir own tax advisars with respect to the precise determination for federal income tax purposes
of interest accnted tap�n sale, redemption ar ather dispasiti�n of Series 2002 Bonds ar�d tivith respect to
the State and lacal tax consequences of awning and disposing of such Series 2Q02 Bonds.
RATINGS
Moody's Ir�vestars Seivice, Inc, {"Moody's"}, Standard & Poor's, a divisian of The 1VIcGra�v-Hill
Campanies, Inc. {"S&P") and Fitch IBCA, dnc. ("Fitc(i") would be expected to issue their ratiri�s af"Aaa,"
"AAA" and "AA�1," respectively, with respcct to the Series 20�2 Bonds, b�scd on the issuancc af Ihe
Policy. by MBIA. The ratings refiect ihe view af Moody's, S&P arid Fitch and any explanatiat of the
24
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., .;h''. � . . . .
� signi�icance af such ratings may bc obtained anly from Moociy's, S&P and Fitch. 7'hcrc is no assurance
� thai such ratin�s wilt remtirt in cf%ct fc�r any givcn period oF time or that suc�� ratin�s may not be ]ower�d
or withdrawn enti�Iy by tl�e rating agencies, ifin t?icir apinion or judgment, circumslances so warrant, Any
downward neevision or withdrawal of the ratin�;s may i�ve an adver�e ef�'cct on the market pricc and
marketabi��ty af the Series 2UO2 nonds. ,
LITIGATION
. , Excspt as descrit�d below, in the opinion of tlie City Attorney there is no litigatian now pendin�
or th�atened (i) to restrain or enjoin dz� issuance ar sale of the Series 20�2 BQnds ar (ii) qUestinning ar
� ad%ctin� the vatidity of the Series 2002 Bonds, tile Ordinance or the pledge of tl�e Net Revenues by the
• City or the proceeclings far the authorization, sale, executioR or deiivery of the Series 2002 Sonds.
Zhe City is involved in ccrtain liti�ation a�d disputes incidental ta its operations. Upan t��e basis
of infomsation presently available, t}Ze City Attomey believes that there are substantial defenses to such
li6�aation and disputes and t�t, in any event, any uItimate liabi�ity, in excess af applicable insurance
coverage, �ilting t�erefrom will not materially ad�erseZy af�'ect the fin�ncial position or results of
aperatians oithe City.
The Pinellas CountySchaoiBoard and St. Petersburg Junior Coilege, as the onIypubiic Educational
institutians inthe City, fitod suit against the Cityinthe Ci�uit Court off'inellas Co�ntyseekir�� a declaration
� khat, as public educational institutians, they are stat��torily axempted from payment afthe scormwater ut�Iity
fees. The City settled the liti�uonvvith St. Petersburg.lwtior Coilege by paying $100,Q0U and agreein�; not
to assess the stazmwater fees against � w�til there is a final appeltate court opinian or Fforid� Supreme
Court opinion determining fhat tha fees are a utility �r fee. The litigation �eh�veen the Pinellas Co�nty
School Boazd azid the Cily is angoin�. The City �as not collecteci stormwater utility fees fromthe Pinell��s
County Schpo! Boazd for ov�r tl�ree ysars; howevcr, th� School Board has demanded refunds of
Stormwater uiility fees paid prior to that time. Any sac#� damages would be payable #'rotti Itiet Revenues
and it is not �ossible at this kime to predict the exact amount ofsuchpoteniia! damages; however, the City
is af the opinian tl�at the payme�yt of ar�y such c�ama�es would nat have a material a�versc et�'ect on the
operatian of the System or the payment of Debt Servree on t�ie Ser�es 20�2 Bond�. The iss�es rr�iseci in
the suit do not pose a genera! cl�al�en�e to the va�idityofthe Stormwater uality �`ces or the colleckionthereof,
wluch issues were vaiidate� as described beiow, but onIy challen�e dic applicability nfsuch fees under
certaitt circurrts�rtc,es to plaintiffs as p�bGc cducational it�tituilans.
F��
♦ti
VALIDATION
Thc Series 2002 Boncis wcire validatcd and conlirmcci by a final jud�ncnt oftlte Cit�cuit Court of
the Sixth Judicial Circuic ofthe State ofFlorida in and for �'inelias County, Florida on August 24, 1999 and
t�ie time far taking An appeal from sach judgtnent has cxpit�ec�, witli no appcal ha�in� becn t�lten.
ADVISORS AND CONSULTANTS
The City has retained advisors and cor�sultants in cannection with the issuance of th� Series 2002
Bonds. These advisors and consultants are compensated trom a portion of ihe praceeds of the Series
2402 Bonds, idenkified as "Costs of Isstiance" under ihe, heading "ES'I�MAT'ED ��URCES AND USES
OF FUNDS" hereiri; and such compensation, is, in some instances, contingent upan thc issuance nf the
Bonds and the recei�t of the proceeds thercof. .
Fr�raiicial Advisor. T�e City has retained Danc ofAmerica Securities LLC, Clearwater, Florida,
as financial advisor (the "Financial Advisar") in cannection with d�e preparation af the City's p�an� of
financing and with respect to the authaci.zatian �id issuance oFthe Series 20a2 Bonc�s. The fees of the
Finar�cial Advisor will be paid from proceeds of t�ie Series 2002 Bands and such payment is cantin�ent
upon the issuancc of the Series 2002 Bonds. ' �
Bond Cor��iset. Bryant, Miltec and Olive, P.A., Tallahassee, Floricia represents the Cityas Bond
Cnunsel. The fees af Band Counsel will be paid fram pmceeds of the Bands, and such payment is
cantingent upon t�le issuance of the Bonds.
, Disclosure Car�nsel. Nabars, Gihlin & Nickcrson, P.A., Tamp�, Florida represents the City. as
Disclosure CounseI. The fees of Disclosure Counse4 wil� be paid from proceeds of the IIands, and such
payment is contingent upon che issuance ofthe IInnds.
CONTINUING DISCLOSURE
�. The City has covenanted for the beriefit of kt�e hol�ers and beneficia[ owners af the Series 2402
. Bonds to provide certain financia! infomiation and aperating data �lating to the City by not later �'�an lune
. 3U in each year commencin� June 30, 2003 (t�1e "Annu��l Report°}, and to �rovide notices of the
� ' occurrence ofcertain enumerated events, if deemed by the City to be matcrial. 'me Annual Repart will be
� fil�i by t�Se City with each Natinna�ly Recognizcd Mtu►ieipal Securities Info�mation Repository
� � ("NRMSfR"), and withths 5tate ofF�o�ida Rcpository, ifand when cre�tcd. Tiie notices ofmakeri�i events
�vill be f�eci by the City wit� the NRMSiR �d witl� thc State of Floricia Repasitory, if and when created.
The fotm of Cantu�uing DiscIosure Certificate contai�iing the specific r�at�u� of the informatian So bc:
�
, . , . ..
S '
*�4,, . ' .�. '
cant�in�ed in the Annual Rcport or the noticcs afmalerialcvents appcars ir► "APPENDIX U- FORM OF
CONTIrTUII�IG DISCLOSURE C�RTIFICATE." Tltcsc covenants havc bccn madc in ordcr to assist
the Unde�writer in camplyin� with S.E.C. Rule 15c2-12(b)(5). Thc City has ncver i'ailed to comply in all
matenai respects with any previous undettt�kin�s with regard to said Rule to provide annuai reports or
notices af n�ateri�l events. - �
ENFORCEABII,ITY OF REM�DIES
The remedies a�ailable tu the rcgistered owners oFthe Series 2002 Boncis upon an event afdefault
i�r►der tl�e Ordinance are in many respects dependent t�pon �udicial actions which are oRen subject ta
� discretion an� delay: Under cacisting constitutianal arid statutory 1aw and judicial dccisians, includin�;
� specificaiiy Ti#Ie II ofthe United States Code, the remedies specif ed by tl�e fedcraI bankruptcy cade, the
� Ordinance auid the Series 2QD2 Bonds may not be readily avaiiable or may be Iimited. '�s �arious Ieg�l
'. opinions to be delivered cancurrently with the delivery ofti�e Ser�es 2002 �3ands (including Bond Cow�se!'s
� approvin� opinion} will be qua�f�ed, as to the ent'orceability of the various legal ins�itmcnts, by limitaGions
imposed by banlavptcy, reargani�tion, insoivency ar ot�ier similar laws af%ing the ri�ts af creditors
.� � enacted before or after such delivery.
CERTAIN LEGAL MATTCRS
� Certaixi legal matters in cannecaon with the issuance ofd�e Series 2002 Bo�ids are subject to thc
approvalofBryant, Miller and Ol�ve, P.IA:, Tallahassce, Florida, Bond Cow�sel, whose approviiig apinian
will be�availabie at the time af delivery af the Series 2002 Bqnds �nd wiil be printed onsuchBonds. Z7ie
pmpased fotm of Bond Counsel opinion is attaclaed hereto as Appendix Ct�nd refercnce is m�uie to such
farm of apinion for the complete text thereof. Certain legal matters will be passed upon for the City by
Pameia K. AItin, Esquire, City Attorney and by NaUors, Giblin & Nickerson, P.A., Tampa; Florida,
disclosure coiu�sel to the City. , �
DISCLOSURE REQUTRED BY FLORIDA BLiTE SKY REGULATiONS
Section' S 17.051, Florida Statutes, and the regul3tions promulgated thereunder (the "D�sclaswti;
Act") re�uire that the City make a fu�l aatd fair disctosure of t�ny bands or other debt obligatioris that it has
issued or gua�teed and that are ar have been in defau�t as to principal vr inte�st at any timc a�fter
Deccmber 31, 1975 (includi,��g bonds or other debt obligations for which � has served only us a canduit
issuer such as ind�shia! development or priv�te activity bonds isstiec� on behalf of private businesses}. Tlie
City is not, and. has nnt since December 31,1975, been in default as to principal and inter�est on bond.s or
other debt obligatiat� far which ad valorem or non-ad valorem revc��ttes of the City are pledbed.
27
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.� Tlie City hereby makes thc tollowing disclasurc ne�arding a default on an issue of industr��I
� developmeryt bonds not related to any dinect indebted;iess of the City, as Lt is aware of a prior defauit i� �
1990 with respeci to an issue af indi.�strial nevenue bonds for which the City s�rved orily as a conduit issuer.
� � The City was not �iahle to pay the principa! ofar interest on such bonds except fram payments made to it .
�� by the private company on whase belialf svcli bands werc issued and no funds of the City were used to
pay suc�i bonr� or the interest thereon. Althaugli t��e City is not aware of any other defaults with res�ect
,}, to banc3s or otl�er debt obligations as to whieh it has served only as a eonduit issuer, it has not w�dertaicen
� � �ut independent re�iew or investigation of such bands ar other delst obligations.
' , FINANCiAL ADVISOR �
� �� . The FinancialAdvisor farthe CityisBancofAmcricaSecuriiies LLC, �vitho�ces lacated at I640 �
�' � Guli to-Bay Boulevard, Clearwater, Florida 33755. �
� . � . NIISC�LLANEOUS � ' �
�' � � The references, excerpts and swrut�aries of all documents referred to herein do not pwpo�t to be .
. . camplece statcments of the provisions of such documents; and reFeretice is directed to all such dacuments
, for fi�l1 and complete statements af all matters af fact ��atinng to the 5eries 2002 Bonds, t��e security far the .
payment of the Series 2002 Boncis, and the ri�yts and obli�ations of hoZders thereaf. ' �
, � 'Ihe infnmiatian contained 'm this Of�'icia� Statement invoIving matte�s of opinion nr of estimates,
� whether or not so expressly stated, are set forth.as such anc� not as representa�ions af fact, and no
representation � made that any of the estimates will be realized. Neither khis Ofhci.al Statement nar any
staterrient whichmayl�ave beeninade verbally arinwritin� is to be construed as a cantract witht�le holders
�, , of the Series 2002 Bonds. � �
� . , ., �
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. � � ' . . . � , - � C�TY OF CLEARWATER, FLORIDA -
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� GEN�RAL INrORMATION
REL�TING TO TI-� CITY OT CL�ARWAT�R, FLORIDA
Lacation
APPENDIX A
The City ofClearwater (the "C�ty"), tlie county scat of Pineuas County (the fillhmost populous county
in ��arida), is geog�ap4uc��lIy located in the middZe af k��e west coast of Florida an the Gu1f of Mexico. It
is situaied appt�oximately 22 miles west oFTampa and 1 G miles nortli aFSt. Petersburg. Standing on tlie
highest coastal e2evatianafthe Siate, the City litnitscomprise approximately2G.66 squat�e miles of lactd a�id
8.d1 square mi�es nf watenvays and I�ltes. ,
Clearwater Beach, a corgorate part oFthe City, is a beach cammunity connected to the mainlana by
Memorial Causeway, a four-1ane, tolI-free drirre slretct�ing almost two miles across the Intracoast��
Wnterway. Busi�ess on Cl��n�►ater BeacH is ma'vily tourist oriented, with hatels, mateIs and giii shops.
Mariy fine homes, aparhments and condominiums offer pleasant, scmi-tmpical island accommociatians to
pem�anent msidents and winter and sucnmer visitors.
History
Ti�e area now �mown as Clearwater was first exploz�cd in 152$ by 1'anfile de Narvaez, a Spanish
explat�er wha encow3terecl a large tribe af Indians, which his azmy drove out. The lndians recaptured t�tieir
territory and held it urycil the Seminole Wa� af la3S-�2. The Indians wha inhabited tlzis area are said to
have called i# "Pacotopaug,'" meaning "clear water," far the many sprin�s of ciear, fresh water tt�at bu6bled .
along ihe shore and cven bclow t�ie waterline at Zow tide.
; SettIers began moving into tt�e area araund the tirne of the Seminole Wars. After the wars ended, the
territary was opened by t�ye Fcderal govemment for homesteadin� wzder the Armed Occupation Act, ihe
fust land title was granted in 1$42. 1'�e early sett�ement, named "Clear Water Harbor," was incarporated
in I$97. "Clear Water" �ater became one word and "Harbnr" was drapped in 190G when Pinelias Cauryty
was creAtcd by an act of the State Le�islaturc. In M�y 191 i, CZc�r►vater becarne the County Seat and
Clearwaier was chartered as a mwucipality on May 27, 1915.
Government �nd Acfm�nistratian
• Clea�water fu�s a commission-city manager form oF �avernment, Four commissianers and a mayor-
commissianer are eiccted at t�e ta. serve overlapping tt2ree-ycar tem�s. Thcy appoint the city mana�er
anci the citytittam�y, All alher ac�ministrative and prot'essional positians ar�; ap�ointed by tlic city mana�er
iri Accordance wit}i the City's Civil Service System.
A-1
♦.
. . .� '�' v� ..
The City htts approximately 1,796 cmpZoye�s, covercd by thc Ciry's Civil Scrvicc I1w rclatin� to
recruitment, promatic�n, CV�I�[klilt)ri iiSl(� (�ISC1�IIriC I]�1SCCi OIl IZ1Ci'1t �lilllCl�l�GS, Four employce unians
rep�esent iiie Ciiy's civil iabor force; two units of tltie Frntcrnal O�c3cr aFPolicc; onc af t��e internationai
Assaciation aFFine Fighte�; and one Crom t�ie Gammunications Workc� oFAmcric�.
Trz�nsportation
Pine�las County and Clearwakcr are servcd by three ma,�or, causeways and bridges overTampa Bay,
byU.S. 19 and I-275 to the north aj�d sou�lf, by I-4 and U.S. d0 to tlie east. •State Roads 590 and 68G
ajso af�'ord access to the City.
Tampa Intenti�tionalAirport, lacated approximatcly iwentymilrs fromdo�vr►town Clearwater, pravides
air travel access with approximatcly 260 nation�il and intc��atiot�al fli�its daiIy. Limausine and taxi service
to and from the airport is availablc from Clearwater and thraughout Pinellms County. � St.
Petersbur�fClearv�ater.Intematianal Airpart, five miles from dnwntown Cl�an�ater, .ofIers regularly
scheduled passen�ar servicc and chfuter ar�d speci�2 �roup fIights, on a more limited basis ko boti� domestic
and fo�ign destinatians, p�rticularly to Canada, Mexico, �nd Centrai and South America. The Exec�tive
Airpark, which i� slightly over a mite from the downtovv� business sectior� provides serviac and
maintenanee far private plane owners. The aicport has one 3,000 foot hard-surface ►unway and faciliti�s
for vi�i4ing and �ocally based planes.
'Ihe Port of Tampa (22 miZes ta the e�st) is the clflsest dec� water port. The port is serviced by a
variety of steamship agertts a�id operato�s. The Uttiited States Caast Guard maintains an air station at the
St; PetcrsburglCleanvater Internatiat�l Ai[part, and a search and sc� rescue cuttcr statian on CIe��rwater
Ht�rbor apposite Sand Key.
Gulf Ca�st Matnr Li�nes provides service daiiy between Cleacwater, St. Petersburg arid Tampa a�id
makes conn��ctions with Grey�iound and Trailways Bus Lines in Tzunpa. Scenic tours are available v�ia Gcay
Line out of Clearwater and St. Petersburg, artd both Gray Line tvid GuI#' Coast havc buses for charter.
Pinellas Suncoast T�nsit System mnintains 54 routes in 19 mtu�icipalities in Pineilas Cawnty.
UHlities, Public Scivice And Community Fs�cililics
T�ie City owns and aperates its awr� watcr and wastewater callection systcros. Water is obtained
from 17 deep w�e11s awned and oper�ted Uy the City (npproximately 20-25%) �d from wholesale
purchases fmm tlie Pinellas Coixnty Water System {approximately 7S-$4%}. Tokal daily avera�e is
�pproximAtely 29 millian�aUons per day. Thc wastewaker colleciion prog-am provides for #he transmission
of wustewater t�u�ough the City's uriderground scwcr rr�ains, collector�s �nd interceptor lines and for tha
maintecinnce, ��epaiur and replacement of 32z miles of sanitary scwer lines. The Departmcnt of F'ublic
Warks m�iritains 3Q4 miles ofpaved strects, IU.S miles af unpaved streets, approxim�teiy 123 miles of
storm sewer mnins, �nd approximately 322 miles af sanitary scwer nzains.
A-2
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Etectric power is providcd by Flarida Po�vcr Carporntion �r1d tcicphonc s�rvicc is provided by
Verizon of Florida, Inc. Tune Warnerand Vctizonprovic�e cablc tcIcvision service under fr3nchises with
t�e City. Local editions of the daily St, Petersbaarg Times and T1ic Tam�a TriU«ne, p!«s weckly
newspapers fronn adjacent Dunedin, Largo, Seminole and Clc�uwatcr Dcach �rc widely distributed.
Tfie Clearwater Public Libr��uy Systein consists of a main library and four branchcs whic}� are spread
evenly t�unu�liout thc community for easy �ccess. The Ciry ofiers over 42 acres Qf public Ueach front,
parics, p3ay�maunds, athletic cauits aztd fields, pools, � G,917 seat naseball ar�d soRball stadium, golfcourse,
civic and recreational centers, 7.4 mi2es of recreakional p�t��s, boat ramps and a 209 slih yacht basin and
marina. The P�adelphia PiuSlies conduct sprin� training at the mUnicipal baseball stadium and have a Iong-
term contract for farm club iiaining on Clean�vate�'s spccially constructed facili�es during tl�e Winter
Instructional Lea�te Frogam.
fastpitch softhall team. .
Tourism
Clearwater is the home oF tlie Clcanvater Sombers, a national Funateur
The State aFFlorida reported 62.3 malliantourists c�me to Florida duri.n� the year 20d1. This was a�
slight decnease of 4% below the 69.8 million visitar estimatc #'or the year 2000. Mora than 4.72 millian
�isitors vacationed in Pinellas County i�� 2U0�, and 4.7 l in the year 2001, re�istering only a slight decreasc.
Taurismi� a$2,5 billionindustiy aiu�ually to tlie Cotu�ty. Finellas County is ianked seveitikh nf the top ten
destinations in Florida and tataled 1�.8% af �lorida's domestic tourism. Clearwate�'s Fun'N Sun Festival
each sprin� attracts thousands af visitors. , �
�ducation
The Pir�ellas County 5chool District is the sevez�th larg�sk ui the State and aperates a total of 142
schoals coroprising elementaryt}uough hi�h schoal, exccptional, altemative and vocational schools within
the Countyar�d serves more than I 10,000 siudents. D�ring the 2001-2Q02 school year, Pinellas County
5choals exgects enrolIment ofmore than 16,293 comp�red to 15,9�8 durin� the 2000-ZUOI schaol year
wit1� skudents attending 80 elernentary, 23 micldle �u�td 1 G high schoois �long with five exceptiona! ed�cation
ceriters �id two discipline centers. Tlte district �Iso �perates three community schools, three adult
education/le�ming center�, two technicaleducution centers and twa secondary vocatianal center. Private
schoois And �udemies arc a�so locat+ed within ar near the City limits. in �d�ition, St. Petersburg CaUege
h�s,A Clearw�tcr campus. Eckerd Collcge in St. Petersburg, Beacon Callebe in Largo, Stetsan University
College of LAw in Guifport, ihe University o�' So«th Florida ancl the University of Tampa in Taunpa oi�er
nearby colle�� ar�d post-�duate cducation,
Indushy, Commerce und Lubar
Lig}it, cIcan ind�stry is cncnwra�cd in �learw�tcr. Iii 1957, tlie City afClcarwater developed a 100
acre industri�lpark Adjaccnt to th� ClcnRVatcr Aimark {Executivc Airport} and to t�sc CSX Transportatioii
A-3
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� Company. Thcte is.�lsa a privately owncd, 3S,acre industrial p�rk. L:�rge industries located ncar �
�� ', . Clearwater inc�ude Honeywell, General �lectric, UN1SY5, Cancept �nd Herc��es Dc�'ense Electronics �
� � Systerris, Inc. �Ihuin� the 1999 fiscal year IIVIItg�obal Corp. ("iMR") occupied its new warld heady�arters �
� � , in downtovvr► CZearwater. TMR represen�s an important step in revitalizing downtown Clearwater �d �
'attracting tschno2ogy compa�u�s to the area. , . .
� ' Pension PtAn � � �
�. � The Emp�aye�s' Pension Plan and the Fireman's Per�sion Plan are self-administered by the City. City �
-. . contributions for i`iscalyear ending2Q01 were $4,255,�$S to the Employees' Plan and $1,098,990 to the `. �
�,� � Fixeman's �'lan, and we� in accordazice wit�i actuariapy determincd fiinding r�equirements. . . °
.` � - � . ' , Inaddition, supplementalpensians exist forcextiiiedPoiice011icersand Firef'sglrters,fundedsoleiyfrom �
'. ,.' excise taaces on certain ins�u�ance pre�nitirr�.s covering property in Clearwater, collected by the Staie and �
. remitted to the City. Bath ��ans r�equire bertefits to �c adjusted to equal funds assets proviaed by thc
� . defYned contribudans. � ' � . ' ,
,
� . . .
, , . ,
� � ' . � ' , , [Remainder aFpage inter��onally Left biankJ ' ,
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Dem�graphic Infarm:�tion
L�st Trn Fisca! Ycs�rs
, {a}. (b) (c) {d) � (e)
Pemyanent Per Capita Mcdian Sc�aoi UnempIoymcnt
Year Population Income 1� rnmllmcnt $ t#� ° o
. 1992 '99,8�6
� : . . 1993 100,768
� � 1994 � 100,60�4
, I995 IOi,162
� 1946 10i,867
' � 1997 102,472
� 1998 - 102,874
� 1999 � 104,281
' 2000 104,�54
2001 . 108,787
22,958
24,470
Nat avail.
22,7$9
24,696
z�,asa
�27,3t1
28,367
30,633
3 �,&58 '
42.3
42.3
�z.�
42.2
�}2.1
43.3
�3.b
43.9
�4.2
4�.a
i 1,921
i 1,584
10,0�3
10,284
11,90G
15,264
13,724
1a,551
15,978
16,293
5,4
6.1
S.5
4.8
4.2
3.7
2.9
3.0
2.7
z. �
5ouree: City af Clearwater, FIoric�a Comprctlensive Annual Finaneial Report for period enciin� September
� 30, 2001. � �
(a} 1992-2000, University nfFlorida, Bureauof�conomic and BusinessRescarch; 2001 Bureau oPthe
Censvs.
(i�) Data is for Finetlas County, btat should aisa appraximate Clearwater levels. 1992-19��}, FloridA
Tr�end Magazine; 1995-2001, University of Flarida, Bur�au of F.conomic and I3usiness Researoh,
Florida Statistical Abstract. �
�(c} Pinellas Caunty ciat�, but should also approximate Clearwater levels. 1992, U.S. Bureau of the
. Census; i993, St. P�tersburg Times R�search Bureau; 199�; �� �c 1 tin �,
', Survey oiBtryin� Power; I995-20Q1, Uruversity aFFlarida, 13urcau of F,�onomic and Business
Research, FIorida St�tistir,�� Abstract,
(d) Ciearwater Plaruun� Departinent papulation pro r�ta esiim�te of I'inellas County School Board
County ievel dat� for public schoals; 1992-2004, �'incllas Gounty Schaal District.
_ � {e} Data is for TtunpalSt. Petersburs MSA. 3 992-1999 source of c�ut� is t�ie Florid� Burcau af Labar
. MAricet Int'a�mation; 2Q00-2041, U�iiv�rsityof�laric�a, Durcaiiof�conamic and Business Rescarch,
� Florida Statistical Abstract. '
,
:..
NOTE: Data is for an unspecified point in each year, not sp�citically Sc�tcmber 30.
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. . . � . . . � City of Cles�rwntcr, Flarid� � ' '
; ' ' � � , PrinciNal Taxpayers* . � -
'� �� ; Year Ended, Se�tembcr 30, 2001
; • �
, � . ,. . , Percentage
,� . � ' � . '. . . to Total '
i. ,. ' ' � � . � , � : . Assessed Assessed ;
, �� . . , . T�aipavers � � �Business Value* V �� � ' � `
. � , t... ' , �
Bellwether Prop: LP Ltd. Shapping Center � ��, 86,861,�400 1.87%
'" Grand Reserve at Park � Apa�tmen� Complex . 25,528,�OQ p.SS
�'� Excel Realty Tn�st, Itic. � Shopping C�nter 2�#,834,10� � 0.53
' �� Taylar, John S. ITI Landawner 24,352,900 . 0.52 .
� Branch Sunset Association Shopping Center 23,147,$00 0.50 � .
�, . . . , �
�.'� ' Clean�rater Land Co. Ad�tt Congregate Faeility 31,48b,7U0 � � 0.68 � ,
��. � iSand TCey Associaiian Ltd. Hote� 21,77�4,500 0.41 ,
., ' �� Northwood Plaza 5hopping Center I9,965,SU0 0.43 ,� i
�� � �. ZOM Sayside Arbars Lid. Apartment Complex 19,032,900 0.41
� � � Walmart Stores, Ine. 5hopping Center : . � ,IS,$65�104 4,.3� '
Subtotal � ' 293,85U,SU0 6.31
. . . �E1l1 Others �. . 4.363.223.61 D q3.64 .
,. . Total ��.657.07�4.11(� � 12�2�% . I
. • • � • I
,' ,� �* Based on non-exempt real property assessed t�sable values.
� , � . . ��Saurce:CityafClearwater,Fiorida,CompnehensiveAnnualFinancialReportfarperiadending5eptember � � �
� ' ' � 30, 2001; Pi�el�as County Properiy Appraiser, 2000 tax mlIs for 2001 collections.
. , ' , . , , ' �. � A-10 ,
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. , . � � ' , � , . . �
�. " � � � . � City of ClcArw�ter, Florids� ' , . �
��' , � ; Rittio of Nct Getteral Bonded Debt to Taxablc Asscssed V�iue , �. �
� � ' . , , und Net Bonded Debt Per C�pita � � �
� � � � � Lt�st Ten risc�l�Years � . � .
.. , .
: . � � � , ' � � Ratio of Net Net � .
� � � Taxable � Net � General Genera! , � �
� ;
, , � , '. � Assessed GeneraI Bonded Debt Bondec� , �
Fiscal . - Value Bonded To Assesse� Debt � �
'. � ' . � . ' y� ' P�1� �0401! 1 � ' p� ' ' Vn t , � S�uii� - � �
• ' � 1992 99,856 4,179,582 452,779 .O1 4.53. � . �
. � . 1993 � 100,7d8 �, � �8,105 348,478 .O 1 3.46 - �
, , 1994 t00,604 4,I81,314 � 2�2,700 ' .O1 . 2.39 ' � - �
� . � 1995, 101,ld2 4,I86,I08 I33,597 .QO I.30 , � ' �
� F
. � 199b � 1 Ul,$67 4,252,433 � 21,598 � .UO . • 0.21 � �
� - � '� . � 1997 � 1U2,472 �4,376,SS9 I6S,000 .00 � i.bl � • ' � � ,
��� � 1998 � 102,8'14 4,494,262 33,750 .00 0.33 � � '
. � � � 1999. � 10�,281 � 4,692,398 _ 0 ' .00 U.OD , � '
' , � . �. 2000 104;454 �,903,47$ � 0 .OQ � O.oa , �
' 2001 � 108,787 5,208,787 ` � 0 , .04 _ 0.00 -
�� .
Source: CityofClearwater, Floric�a, Com�nehensive Annual Financial Report for period ending September ' ,
.' . , � 34, 2001. ' � . , � .
. . . i
,i
� (I } Values iisted are for year of ca�ections. ,' '
. �
: � [Remainder aipage irltt;ntianaliy left blank] � � ,
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�' � ' � City of Clear�v�ter, Flarida,
. Computation of Le�A! Debt M�rgsn
. � . � � September 30, 2001
Ass�ssed Valuation of Non-Exempi Reat Fs�atc{a) ,
Timesi Twenty Percent Limitation �er City Charter �
Equals Legal Indebtedne.ss Limitation �
, �4,r)s%�o%�i, � � o
x �
$ 22
� , Debt Subject to Yndebtedr�ess LimitaHon:
; �. . . . � . , � .
' � ' ' � Net Debt
' . � , ' � Less Sinlang Sul�jcct to
' S5 � � �5 .� 1 �1
� , � � Revenue Bonds: . �- . � �
: � � , � 1985 �Pub�ic Servic� Tax and '
; • � � , Bridge Re�enue Bonds . $ 41S,00a $ 171,94? $ 243,053
," �� � 199$ Water and Sewer Revenue Bonds 49,900,001 4,439,422 4S,4b0,579
� �1993 Water and Sewer Revenue Ba�ds 24,6QO,OQO 9,037,66G 15,562,334 �
�. ,1995 Lnprovement Revenue Bonds 9,770,000 126,567 9,643,333
. , 1995A Gas System Revenue Bonds 8,445,000 7,083 � 8,437,917
F1997 Gas System Revenue Bonds 12,865,000 40,833 12,824, I67
� 1998 Gas System Revenue Bonds . '7,930,oaa 2,917 7,927,083
1999 Stormwater 5ystem Revenue Bands 7,395,OQ0 95,455 7,299,545
i 2001 Infrastructure Sales Tax Revenue Bands 46,445,000 0 46,445,Q00
� Notes, Mortgages and Cai�tracts ,�� Q� 14�495.211
Tota�s $] Kl .$60.212 $1 �,92, .99d $ l 67.938.222
. � � Legal Frtdebtedness Margin $7f��,�76.640
� 5ource: City ofCteanv�ter, F1o�idA, Comprenensive Annu�i Fin�ncia� Repo�t for p�riod ending �eptember
� , � 30, 2001. �
�,, (�} V�t�ation liste� is from 2000 tax year for 2001 c�llections.
� .
F �
' . . A-12 .
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- '_ . � . . • ' . � � , � � � ' � City of Clc�rwater, Florida , " � .
� . . � � 4 , . .
, : . . � ' ' Comnatation ofD�rect �nd 4vcrI�pp9n� Debt � . " ,
. � �� . . September 3Q, 20�i . � ' , � .
I' ,�' . : , , ,. , �. . . � �
.. , � . ', � . . ' � .� Net Debt ' ' � ,
. . . ' � . Govemmenta! T�' , . � Ch�#standin� . � Perc�r k � �t ' � .
, , .
. . City of Cleacwater � `�. , � � � . - � 100"/u $ . _ '
� � �. � � ' � � 1'inellas County School Board $46,964,U00 � 14% � �6,57�€,400 � . .
.; .� . . ,
`.,.; `�. . (a) Applicable.Net Debt Percentage is based on ratio of City to County T�xable values for 2001 ; _
� ' � � cojlections ($4,657,074,i 10/$34,363,584,750). . . ' � .
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: . , . : - . . . , APPENDIX B � ' ' . r � .
- � � . ;. . , � .
, EXCERPTS F�tOM THE CITY.'S CUMi'REHENSIVE ANNUAL FiNANCYAL REPORT � �
'�' : � . . + ' ' FOR THE T#SCAL YFAR �NDED SEPTEMBER 30, 2001 � ' ' . � .
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: � . ' � . . . � . . � APPENDIX D � ' �
. . �, . . , ,. , , , .
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� �: � ' � � �' .. � '� FORM OF CONTINUING DiSCLOSURE AGREEMEMT. . ' �, . ' . �
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CONTINU�NG DISCLOSURC CC�iTII�ICATE
1�us Cantinuing Disclosur� Cettifirate {thc "Disclosun; Certificate") is cxccutcd and c�elive�cd by
the City af Clearwater, Floric�a (t�tc "Issucr") in connection. wit�� t�ic isst�nce of its $24,725,Oa0
Stormwater Revent�e �ands, Series 2002 (the "Serics 2002 IIonds"}. Thc Series 2002 Bonds are being
issued pursuant to Qrdinance No. d378-99, enacted by tl�e City on Apri1 I5, as amended by Ordinance
Na C93t-02, enacted by flie City on [ ), �s supplemcntcd {the "�rdinance"). The issuer
co�enants and agrees as follows:
SECTION I. PiJR.P(�SE OF DiSCLQS�II2� CERTIFICATE. This Disclosure
Certificate is being executed and delivered by tlie Issucr for the lxncfit of tile Series 2002 Bandholders
and in order to assist tiie ori�inal undenvriters of the Series 200Z Bands in complyin� �vith Rulc 15c2-
12(U)(5} promulgateci by thc Securities and �xch��nge Cait�missian {"SCC") purs�ant ta tlie Securikies
Exchangc Act of 1934 (the "Rule").
� SEC'TIQN 2. . PROVISIOI'�i OF ANNUAL INFOItMATI4N. Except as otherwise
. provided hen:in, the Issuer shall pro�ide to aIl of thc nationalIy reco�ized m�nicipal securities infomyatian
� repositaries described in Section4 hereaf(the "NRMSIRs"}, and to any state uifo�mation depasitary that
is established wit�w� the State of Florida (the "5ID"}, on arbefore.Tunc 30 nfeachyear, commencing 3une
. 30, 2003, the inf'ormation set farth below in t��is Section 2. Nntwithstanding tlie immediately pre,ceding
, ser�tence, to the extent any such iirrfarmationdoes not became available to the Issuer before June 30 ofany
�,year, the Issuer shall provide suc�� uzformation when it becomes availahIe, but no later than one year
followin� tl�e end of the Issue�'s Fisca! Year.
{A} ' the Issue�s �omprehensive Aru�ualFinancial Report for Elie immediatelypr�ceding Fiscal
Year {the "CAFR"), which shall include the audited fin�cial statements of the Issuer for the immediately
precedin�; FiscalYear prepared in accordance with Gencrally Accepted Accnunting Principtes, as modifiec�
by applicable Staie af �lorida requirements and Qie �avernmental accountin� standards promulgated by
the Govemment Accounting St�ndards Board; provided, however, i�the audited rinancial statements ofthc
Tssver are not completed prior ko April 3Q of any year, the Issuer shall provide w�audited #itiancial
statemcnts on such date and shall provide the audited financial statemcnts as saan as practicabie �'olIowing
their rAmpletian; �zd �
(B) to tlie extent nat set iarth in tl�e CAFR, additional fu�ancia! infonnation and operating data.
of the type included witii respcct to the Issuer in the fu�al ol�icial statement pre�arec� in canneclian witli dsc
sale and isstiance of die Series 2Q02 Bonds (as amcndcd, thc "Of�ici�l Statement"}, �s sct farth bclow+:
1, Updates af tl�e fitu�nci�l infonn.�tion set fortli in die Of�ici�l Skltcment under tl�e
subcaptions "Rates, �eesand Charbcs"anci "HistoricalNct Revcnues"uncl�rthe�rinci�alcaptians
"Tf-iE STORMWATER MANAGCMENT SYSTEM" ( iR thc C�sc af thc matr,rial undcr the
caption "Historical Net Revenues," far Uie then-iinmcdiatcly precedin� tive fiscai years},
�,
,
�^ . .
4 � .
, . . � ' � ' �
�. � � .
. . , . i �,♦ ' ,
t , 4
2. 17escriptionofany additional indebtedncss payablc in whole or in p�rt, from the Net
Reve�ues (as defined in tl�e OrdinancC). . �
3. Any other finar�cia� infom�ationar operating data ofihe lype included in the OlTicial
� �tatement which would be �naterial to a holder or prospectivc Iidlders oPt��c Scries 2�02 Bonds.
�, For pu�pases af this Disclosure Certiiicate, "Fiscal Year" mcans the periad cotnmencing on
Octaber 1�nd end'uig on September 30 ofthe ncxt succceding year, or such other period oftim� provided
by applicable law.
SECTION 3. i2EPORTING SIGNIFICANTEVE11i'I'S. The Issuershatl provide to
t�e NRMSIits or the Municipal Securities Rulemalciitg Board {ihe "MSRB") and ta the SID, o� a timely
ba�is, natice af any of t�Ye following events, if such event is material wit�� respeck to the 5eries 2002 Bvnds
ar the Issue�'s abil�ty to satisfy its payment obligations witF� r�spect ta the Series 20R2 Bonds;
(A} Principal and intemst payment delinquencies; •
{B) Non-payment r�elated defat�Its; �
(C} Unscheduled draws on the debt service rescrve f'und rei�ectin� financial dif�'icultics;
(D} Unscheduled draws on cmdit eril�anc�ment reilecting finaricial difficuldes;
, (E) Substitution of credit or Iiquidity providers, ar their Failure ta perfarm;
{F) Adverse tax opi�nions or events �#i'eckinb the tax-excmpt statvs ofthe Series 2002 Bonds;
(G} Modific�tions to rights af Scries 2002 Bondholders;
{I-� Redemptioris;
` (I} Defcasances;
� (� Release, substitutian, ar sale af propc�ty securin�; rcpayment of ti�e Series 2q02 Bonds;
(K} Rating changes; �nd
� (L) Notice of uny failure on the p�rt of tlie [ssuer or �ny othcr Obli��ted Person (ns de�incci
hercin) to meet the requirements ofScctian Z ltierc�af.
D• 2 �
�' • - _�.�.
,. . .
� ,. ,
II `Y . .t . . ` ' , . � . , , � ' �
e
. . ', ' � '
I. , , '� . ' i . , ' . , ' ,
.. . . .. . . . r �'.i.��*Af�..� „ • ' � ' j � . � ' . ' ' . . �
� ' The Issuer may from time to time, i� it� disc�etion, ciaoose to provide notice af� tllC OCCLIITCIICC Qf
�. � cer4ain ot�ter evcn�s, in addi�ion tn thase iisted in this Section 3, if; in the judgncnt afthe �sstier, sucli othcr ^
events are material with respect to the Series 2002 Bonds, but tha Iss�ter does not specitically undertake
.. �•. to cammit to provide any such additianal notice afthe nccurrence af�ny m�teria�everit except tliose evcrits
� listed above. � . , �
� , Whenever the Tsstter obtait�s knawledge of tha occurrence of a si�mificar�t everit described in this
, Section 3, the Issuer sha1l as soon as possible deternune ifst�ch eve��t wou�d be mater�at under app�ic�ble
'�, ;� : �� federaE se.curities law to l�olders of Serics 2002 Bonds, rovideci, that any e�ent under clauses {D), (E},
'� , �� ' {F), {K) ar (L) above will always bc deemed to be material. � �
.
�. . � SECTION �t. NRMSIRs. The NRMSIIts to .which the Issuer shalt provide tl�e
,' infam�ationdescribed in Sections 2 and 3 above, to the extent required, sl� be the following organi�ations, �
, ` . . � theu s�ccessors and �ssigns: . � .
� � � � Blaambcr� Municipal Repasitory
. , , 140 Business Park Drive . ,
� � ' � � , Skillman, New 7ersey 08558 ' �
` � ' � � . Phone: {609) 279-3225 �
, '" � � ' ' , F�: (609) 279-5962 ' ' '
, . � . � ErnaiI: Mwiis(cr��Bloomberg.wm , � � .
,. , � ,
, . . � � • � DPC Dat� Ina � � � � � .
�. ' ' One Executive Drive � � ' �
� , . � Fort Lee, NJ 07024 . , ' ,
, . ' � � � ' Phon�: (2DI} 346-07Q1 . . , . .
� i � � Fax: (241) 947-0107 �
� . � . � , Email: nsmsir@dpcdata.com
. '� � � � FT Intecactive Data . � �
� Attri: NRMSIR � . . . � �
� I00 WilIiam Street � ' ; �
� . � . New York, New Yark 1q0a8 � � �
, ,� Phane: (212) 771-6999 , � , .
� � �a.x: (212) 771-'1390 (Secnndary M�rk�t information) �
� , � � , . . {212) 771-7391 (Primary M�ket InformAiian) . �
. � Email; NRMSIR(u�FTID.com , .
� �� , � D-3
��
�
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,
. . �. .�IYA.,�+.�..
Stt�r�dard & Panr's J. ]. Keruiy Repasitory
SS Water Strcet
45th Flnor
New York, NY 1OQ41
Phonc: (212} a38-�4545
Fax: {212} 43$-3975
Email: nrn�sir repositary@sandp.com
(F) ,Afiy NRMSiRs that are esEablished subsequently and approved by the SEC.
(G) - A list oFtiie names and ac�dresses ofalldesi�mated NRMSIRs as ofany date maycw-nently
be obtained by ca]ling the SEC's Fax on Demand Scrvicc at 242/942-8088 and requcsting document
number 4206. . �
SECTION S. ' NO EVENTQFD�FAULT. Nohvithstanding any other pmvision in tkle
4rdinanc� to the concrary►, failure of the Issuer ka comply ��ith the pravisivns of t}us Disclosw-e Cerl'sficate
shall nnt be considered an ev�nt of default under the Ordinance; provided, ho�vever, any �eries 2002
Bond�old�r may take such actions as may be necessaryand appropriate, includingpursuin� an acaan for
mandamus or specific �erf�rn�ance, as applic:able, by court order, to cause the jssuer to comply wiih its
obligatioi�s Y�ereunder. Far purpases of this Disclasure Certificate, "Series 2002 Bondholder" sl�all mean
anypersonwha {A) has tl�e power, dine�tly or ir�din��t�y, to vote or consent with respect to, or to dispose
afownership of, any Series 2002 Bonc3s (inctuding persans hoIdin� Series 2002 Bonds t]uougii namu►ees,
depositories ar other intermeciiaries), or (B} is treated as the owncr of any Series 2Q02 Bond far federal
income ta7c pu�pases.
SECi'T�N 6. INCORPORATION BY REFERENC�. Ar�y or alI of the ir�famzatian
required he�in ta 6e diseZosed may be incarporated by refcrence irom other dacuments, includin� ofi'icial
statement� ar debt issues of the Issiaer of rclated public entities, whichh�ve been submitted to each ofthe
NRMSIRs and the SID, ifany, or the SEC. If the document incorporated by reference is a final of�icial
statement, rt must be available from tlie MSitB. The Issuer shall cle��rly identify cach document
incorporated by reference.
SECT�ON 7. DISSEMINATION AG�NTS. Th� Iss�aer may, from time to time,
appai�t ar engage � disseminatioi� agent to assist it in carcying out its obligaticrns under this Disclosure
Ccrtificate, and may discharge as�y such �gent, with or without appointing a successor disscminatir�g agent.
SECTION 8. TERMINATION. Tf�e issucr's obligatians under tlus DISCIOSl1[C
Ce�tificate shall temunate upon {A} the le�al defeasance, prior redetnptian or payment sn full of �!l of tlie
Series 2002 Bonds, or (B) tt�e tennination af the cantinuin� disclosure rcquirements oi tiic Rule by
legis�ative, judici�l or ndministtative actian.
D- 4
� � ,
' � , � ' .
..� �. . , . : x���. h.: • � �. .
�
m
_
. SEGTI4N 9. AMENDM�NTS. . Nohv�thstandin� ar�y other psnvisian of tl�is
Uisclnsure Certi!"ica#e, the issuer mayamcnd this Disclaswe Ccrtificatc, ancl any provision tn�ybe waived, ,
ifsuch amendment or waiver is s�ppflrted by an apinion of counsel that is nationally recognizcd in the area
of federal securities l�ws, ta the eE�ect tha4 sucli �ncridment or �vvver �vould not, in and af itself, cause the
undertaldngs hen;in ta vialate t}�e Rule if sucli amendment or �vaiver had been efi'ecti�e on the date hereaf
but taldng into account any s�ibsequent change in ar of�icial interpretation of'the Rule. �
� � SECTION 10. ADDITIONAL INFOItMATION. . Nothing in t�vs Disclosure Certificate shall
he deemedto preverjt the Issuer fromdissem�atis�g anyotherinfomzatian, usi��the me.vis ofdissemination
set, iarth in this Disclosure Certificate or any other means of cammunicatior�, or inciuding any ot��er
infarmation in its ann�tal infomiacion described in Section 2 hereof or notice af occurrence of a siguificant
' event desct�ibed in Section 3 hereaf, in aiIdition to ttiat whic�i is required by this Disciosure Certif cate;. If
the Issuer chaoses to include any in#'ormatian in its annual informatian ar notice of occurrcnce of �a �
si�nifcant event in addition to that which i� specifically ret�uired by.this Disclosure Certifrcate, the Issucr
shall have no abligatian wtder tFus Disclasure Certi�cate to update such infom�ation ar include rt u� its futu� ,
annua[ infom�ati�n or notice af occt�nce of a significant event. �
� 5ECTION 11.OBLIGATED PERSONS. If any person, okher than the Issuer,�becomes an
� Obligated Person (as defined in the Rule) relatinb ta the Series 2002 Bonds, the Issuer�shali use its best
� efforis to require such Obligated Person to compiy with alI provisinns oithe Rule applical�le to such ,
Obligated Person.
Dated as aPAugust , 2002 � ' '
ATTEST: , CITY �r CL�ARWAT.�R, FLORIDA '
City Clerk
� .�, .. .
' � D- 5
,
By: ' �
Mayar
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FINANCIAL GUAitANTY INSURANCE POLICY
MBIA Insur�n�e Corpor�tion
Arn�onlc, I1Tew York 105U4
. . ra��Gy �ve. �NUM�Ex�
MSIA lns�rnnce Corporation {thr "Insurcr"), in co�sidcration ofllic payrnent ofthc prcrnium and subject to t�tc tenns nf1l�is poticy,
hcrcby uncnnditior�ally nnd irrnvoca6ly guarnn�ecs ta any owncr, as hcreinnRrr dcfincd, of tl�c toElowing dcscribcd oblig�tians, thc
fiill and complctc paymcnt rcquircd Io tx; m:uic by or on bchulFUf Ihc Issucr to (INSERT NAM� OF PAYING AGEI�IT] or its
succcs,sor (thc "Fuying Agcnt") af un nmount cquul to (i) tltc principul af (citlicr at lhc: statcd malurity or by any aclvanccmcnt of
mniurity pursuant to m m�ndAtory sinking funci paymcnt) nnd intcrest ou, thc Obligutions (ns thnt tcrm is dcfincd hclow) as such
' paymcnts shall Uccome due bnt sha�l not bc so puid (cxcegt ihut in thc cvcnt oF any aneclernlinn nf thc clue date of such principa! by
rensan af mandntary or optianal redcmptian or ncceteration resulting from dcfauh ar ntherivise, other than ntty advaneement of
, maluritypursuu�tittoamundalorysihkingfundpaymcnt,thepaymcntsguarantccdhorebys}wllbcmadeinsuchnmountsandatsuch
ti�us as such paymcnts of Qrincip�l wou�d hnvc bccn duc had thcrc not bccn any such accatcmtion); and {ii} tha rcimburscmcnt af
�• uny such paymcnt whicli is subscqucnEty recavcred froin nny owncr pursuant lo� final judgrncnt by n court ot'corripetcnt jurisdictinn
tliat such payment constitutes un �voidnhle prefcrcncc to suah owncr tvithin the mcaning of nrty opplicu6lc baqkr�ptcy law. Thc
amounts rct'errcd to in clauscs (i)and (ii} of the precc�iing scntcnce shail bc reCorrcd ta hcrcin collcctivcly �.s the "Insurecl Amounts,"
. "Ohligatians" sliall mcan: .
S
CITY. OF CLEAR�VATER, FLORIDA
� Stormtivutcr Rc��enue Bonds �
. Scries 2002 �
. Upon nx�pt o� � na� �cht� �� � qi � bY r�s�l or ac�tiC�oci rnvl�a upon ma�pt nP�rit�cn rntioc
c 'i �fv' 'i 6:f �' 1' t'+ f
� �'h' �� ��� M' . �, fius� Bic Pnyir� � a any o►�txr nf �t�Obli&�t►� PvYnrs# c�� I �naa�t � wt�ch is thm duc,
tt�t sud� toq�:ud h�s ���th�.Ii��' an tfic d�e d�le �f sr,� ��ridun ccx�lxx�ncx� atier af notioe of s�rh
, . na�ayts�t, wtriciww�xp�,�� mafae a� oF�ds; n pn a�a+nt w�9i 5tale Shoct�c a�l Tnnt (�t� NA;�in �Ncw� Tle�v Ya4s, a it�
sem�or; s�fTic�a�fx �pnyrn�#�t oFm�y �IrxQ,�ad���,,,,,vtqt�h a� A%d� Lip'aan'�p�n�rtt�r,mct � of� ObrGpbaxs a p��enCnrnt
. ' ofsuchodxarprootufawrxzsiupofd�e061igatian�M�ixxwithany�iatc�rntsof�g�rr�dbcvicla�d�e�gmcntofthclrni�dM�ts
duc m Ihe 06ii�stia►s us u� �id iry drin�u�r, �l upp�npii��le u►str�ta�s to cETed dk uppoinhtrnt ofd�c knwrr� �t t'a� owrr�s of thc Obiiptiar�s
, , m anY Icp! Pcoocodu� td��sod tn payrtrnt oFInQ�d Arro�mts ai shc ObY�tiot�s, srli � bar;g in n furn suidad�oty b St►te Smxx L�ank srnd'fnnt
�'. Ccrs�cut}r, N.A., Sb�e Stad. H�ticutxlTn�st Cnm�atry, NA stnll d't�xsc w�t awnas, a thc i'aYmB � P�Y�� afth: Inunoci Amatu�s d� on sx�ki
. ' Obli�stiatg I� mry ��t hdd by thc E'ay6� Ag3� fac the pvymczi of such I►rn�d Amou� and k�nlfy nvaiL�bie the�fvr. 'Itns policy do�s mt ama�
upinst lass af nnY �nyr�nt Pmn�rr► which may at nny timc bc payablc wititi t�poa to nny OWi�►ticxt.
� As irnd tr�n, the tam "rncT�" sln11 mean 1h� r�st�nxi cnviwaf�ny Oblisapan us 'vxieatod � 1l�e books mv�irrxi by the I'aying A�s�, the Lss�r, ec �y
� desigxe of die lss.kr fa �ft prpoee. 'IY�e tam owtxr sMll not m�lucle tix L�trr ar mry porty wlme u�trnt with tf�e Is�rr ca�urts die tis�dplYuiB
s�rity fa thc C�li�a�s .
Any senioc afproa..�s rn dic Itn�a�xttuy be mydc: to d�e ImtYrr at its niFi�s ]ou�oci nt 1131Cin�; 5t�oct, Amnn]c, Ncw Yak l OSD� �ni � savioc ofp►ooes
�E 6c va�ci s�c1 ti�dizg
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� ' • �
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. . , , _ ' , � �,,.� .. , , . � ' � . . . EXHIBIT D ' . . . . '
`��: ' � � . � �� � � � . . . . CONTINUING DISCLOSURE CERTIFlCATE � � � � � � �
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�.
� �,�.
CON�'INUING [)ISCLOSUi71's CLltTI1�ICA"I'I:
'I'lus Continuing Disclosui�c Ccrtific��te (t}�e "DiticlostEre Cerlilicate") is cxGCUttc! and cicliv�i�:c� t�y
ilie c��y or ctca���tcr, �iarid� {tlie "�ssucr"} �n conncction witlt lEie isstkinc:c af its 52�,725,00(l
Stnnnwater R�venue 13onds, Scries 2�U2 (i�f� "Series 2002 I3onds"). 'I'hc Scri�s 2002 l3o�ids ai� bcin�
issued pursuvic ta �rdinance No, b37$-99, enacted by thc City on April l5, as amcncic�l by Orclinancc
Na. 6931-02, enacEed by the City o�i [ ], as suppletincnted (the "Ordi��ance"}. The jss�er
covenAnts and agrees as follaws; � . '-
5CCTION 1. PURPOSE OF DISCLOSURL' CI:I2T1�'1CA"rE. Tl�is Uisc:luaurc
Certificate is being executed atid delivered �y thc isstier for the hcncfit of the Scrics 2002 Dundholders
an� in order to assist die original uncterwriters oft�ie 5eries 2Q02 �3onds in complyin� with Rule 15cZ-
l2(b){5} promulgated by tl�e Securities and Cxchanbe Commission {"SCC") pti�rsuant to t��e Sece�rities
Exchartgc Act af 1934 (thc "Rule").
SECTION 2. PROVISION Or ANNUAL 1NFO.�tMATIQN: ExcepE as otherwisc
provided �ierei», the Issuer shall provide to aIl oft�te natiana!!y recognized m�.ulicipalsccttrities infarni�tian
repositories desci�ibea in S�ction4 liereof{tffc "NRIvISIIZs"), anci w any Statc: intoi�natis�n t��positury tha�
is esiablished «+ithiri th� State of �'lorida (the "SID"}, an or before Junc 3U ofeach year, coinmencin� �une
3U, 2(1�3, the infnrn�atiorl sct %rth belo�v in thi� Section 2. Notwithstanditig the iizunedi�t��y prececiing
sentence, to the cxtent a�iy such inFonnation docs not bccome available to thc lssuer before 1�uie 3D of�uiy
year, the. Issuer shall provide such infarmation when it becomes avaiiablc, but no later than one year
follawin� the �nd of the Issuer's Fiscal Year.
(A) the Issuer's Compr�hensivc Annual Finlncial Rcpurt for tt�c iinmediately preceding Fisca�
Year (the "CAFR"), which shall include the audited iinancial stat�rnents of tllc lssuer far the immediateiy
preceding riscalYcarprepared in accardancc with Ge�ier�liy Accepted Accounting i'rinci�l�s, as modilied
by applicable St�te of �lorida requiz�emenEs and t�ie govemE�}ental accouritin� standards promulgated by
the Goveriu�ient Accowuinb Standards Boarct; providcd, however, il'the auciited lina��cialstateii�ents ol't�c:
Issuer are not completed prior to April 30 af any year, the issu�r shall pravide un�udited �in�nciai
statements on such date and sl�lI pravide thc audited Cinancial state�nents �is soon as praccicable foilowin�;
the�r complction; and �
(B) to the extent not set forth in t�ie CAPR, additiana� financial in#'annation and operating dat�i
uf the type ineludcd with r�spect to the lssuer in t�tie Cnal oflicial stateii�ent prep�red in connectian with the
� sale arid issuance of th� Series 2002 I3onds (as atnended, chc "Officill Statciiicnt"), �s set fott}� bc:low:
� 1. Updat�s o{�the financia! intbnnation scl lorth in the Oi�ici�l Stat�ment wider thc
subcaptions "R�tes, Fees�uui Charg�s"and "Historic�INet Revci}�ics"tutrlerthe ��rincipuEc�ptians
"THE ST�RMWATCR MANAG�:M�:NT SYSTI:M" { in the case of thc materitsl under th�
caption "Historical Net Reven►�cs," tor tiie then-iir�medi�itely preceding tiv� iisca! year�}.
�
�
'ti� � , . � . • . . . .
.
., .
. - � . . .. . � : ..s �•?`'' '.. � � ' ' � .
. ,
, �. Z. Descri�stioiioftir�yadditional indcbtcdncss ��ny��hlr i�1 whul� or ir� par� f'rom t}i� Nct
, . � . � Revenues (as cie�ined in thc Ordinanc�). . �
. �' 3. Any other financia! ittf'am��itio�� or onerating data oFtl�c rype incltidetl in tlie OI�'icia!
. . Statemeiil wliich would b� material to a holdcr o�� pros�cctivc }iolt9ei� of t�fe Scries 2aD2 L3oticis,
' � For purposcs nF this DiSClasurc Certificate, "F'iscal Ycar" mcans thc period commencing or�
� , -
� � ' � OCIO�7CY ��f1d Ciidlli� Q�1 SEpl�lllUeI' 3O Of IIIC IICXI SLICCCCCJIl1� yC11•, or such ather periad of tii�ie provid�c�
. . � by app�icabie law. ,
,. . � SECTI(�N 3. REPORTING S1GNiF�CANT �VENTS; T�lc Issuer shall providc �o �.
the NRM511L5 or the Municipal S�cu►�ities Ruleniaking 13c��rd tthe "MSRB"} �nd to thc SlU, ori a�timcly �
- basis, notice of'any of the following evenEs, ifs�ich cvcnt is materi�l with respcct to the Series 20U2 •C3oncls
• ' ar the Issue�'s abiliry to satisfy its payme��t abligations wit�t respect Eo the Series zUa2 13ands:
�.� {A) Principal and interest pay�nent c�elinc�uencies; �
� , ' � , (B} Non-payinent related defaults; '
' (C) Unscheduled draws on the debt service reserve fund re;Ilectin�; fin��ncial diflictiilties; �
;.� � {D} Un.SCheduled draws an credit enhancemenl reflectii�g Gnancial difficulties; .
� . (E) Substitutian oFcredit or liquidity provide�, or t�leir failttr�: to perfonn; '
,F'
, (F) Adverse tax opinions ar events af�ectin� the tax-exempt sk�tus ofthc Series 2002 Bnnds;
� , (�} Modifieatians to rights of Series 2002 f3onditolder�; �
� � (H) Redem�tians;
, . � (I) Defeasances; . �
... �', (J) Release, substitutian, or sale of property securing repayme��t at'the Series 2UO2 Qonds;
�' � ,
� � { � (K) • f2ating clizn�;es; and � �
� , {L} � Noticc af any failurc� an thc part of tiie Isst�er or any ot��er Obligatcd Person (as defincd ,
. hereis�) to mect the requiremc«ts af 5ectian � hc;r�:af: ' . .�'
I,-
D- 2
.,
�.i1.� . .
�
. . li •
�•4. . • � � • . � , , , , � ,
. , ' ' .1 ` • � ' . , I . ,
. t 4 . . , , , , i , .
, , � ' . �4t ' `.�, } ' 11 � �. ' � . . , . . � . . ? � . • � � '
� . . � . r � .� , r \. . � . � .+1P • 1 � . . . � . ' .
�.' '' , Tiic Issuer may froii� timc to timc, in its discrelinn, cl�nose to provide noticc oFtlie accu►rcnce of
��,� ' certain ott��;r �vcnts, in �tlditian lo tlrase lisied iil tlris Scctiun 3, if, it� tl�e jt�dyiieiit aftl�c Issuer, such atl�er
' � evcnis are material with respect to thc Scries 2002 �3onds, but tlic Issucr cfocs nat specifically �unclertake �
� to cammit to �ravidc any such �clditianal notice ot'thc occ�irrcnce af any material�vent exccpt �hosc eacnts � '
� , � ;
. . listed abov�. '
. , . , , ,
� .� Whenever tlze ]ssuer obtains knowledgc at'th�: occtin�e�tce of � signi#ic�nt cvciit dcscizbed in.t}us _'
� � ' Section 3, the Issiter shal� as soon as possi�le cictem�ine iPsuch evcnt would bc materi�l wider applicable .
. .�� Federal secUrities law to hol�lers of Series ?002 Bands, v' c, that any �vent under clauses (D), (E), '
�. , (�}, (K)'ar (L) abav�; will alw��ys bc dccmed to be material. .. ,
'. ' SECTION 4. NRMSIRs... Tiie NRMSIRs to which the lssuer shall provide the
� ''� infonnationdescribed ir� Sectians 2 and 3 above, to the extent req�ired, st�all be the follnwing organir.ations,
; � � . : '.. their successors and assigns: � . , .
1• � ,• ,
`'.' � ' � ' � . Bloombcr� Mwiicipal Repository � , � ' . �
� � ' ' � � � • ' i QU Business Park Drivc � '
' ' • � . ' � . Slcillman, New Jersey 08558 ' . '
� � ..' , Phon�: (GD9}'279-3225 � ,' : - �
� '. � � - Fax: {609) 279-S9G2 . . ,
� `� � ' �. Emaii: Mt�is@Blaonibcrg.com �
�,� ' . , : . � � . ,•
, - � . ' ' ' DPC Data Inc.� ' . � ' � .
:. � , • � One Executivc Drive � , ,.
� � �' �ort Lee, NJ 07024 � . . �
. � � . Fhone: (201) 346-0701 . . ' �
:, - � �ax: (20I} 947-U107 , ` � ' � '
' � ' � Em�il: nrmsi cr dpcdata.caizi . .,
� ' � FT lnteractive Data ' , . `
Attn: NRMSIR � � ' . ,
� , � � � . , . IOD, Willia�n Strcec . � � I
; � , . New York, Ne�v York 10038 � - � .
; � . � Plione: (2l2} 771-G9a9 �. � � . . . � '
: � . � ,. � Fax: (212} 771-739Q (5ecandary Market Intormation) � � . . � �i
: ,,. ,
� „ . {2�2) 77i-7391 {Primary Markct infoi�nl�tion) � � � � . � I,
. ' . ' � ' Email; NRM51R a I•"I'1D.00111 , ' ' � , �
' , . . .. ' D-3 ,� � . ' . ,' . ,
y �� � ' � � � � . ` � ' , • � ' ' � - ---- '
1 � . . .
4� , , , ' � , , •
, :+, ,
' , ,
" .. .. . w��.�a� � . �; • , • ' , .
Stand.ird S F'aa•'s .f, J. Kciii�y.Rcpositary .
55 1'Vatcr Strcc:►
�Sth Nluor
New York, NY 1 Q04 I
Phone: (2! 2} 438-Q59S
Fax: {212) 438-3975
�mail: nrnzsir rcposilory a sand}�.cum
�
{r) Any NRMSIRs that are established subsec�uently ancf �pproveci by the SE:C. '
. {G) A list afthe names a�ld addresses afalldcsignatcd NRMSIRs �s ofaiiy datc mayctEncnlly �
be obtained by callin� the SLC's Fax on Demand Service at 202/9�12-8Q&8 and rec�ue:stin� docum�nt
number 0206. � �
SrCT�ON 5. . N O E V�NTUF DEFAULT. Notwithst�uiding any other �ravisioii in tlie
Ordina�ice ta the contrary, fai�ure of thc Issuer tn camply with the pravisiotfs o('t�tis Uisclosurc C�;i�ificatc:
• st�all not be considered a� event of deF�tult tinder tlle Ordijia�icc; �rovided, liowever; ai�y Series Z00�
Bondholder may take such actions as may be necessary and apnropriat�, incluclin� purs�iirig an action for
� mandamus or specific performance, as a�p�icable, by court order, to cause tt�e lssuer io camply with its
obli��tions hereunder. For ptirposes uf this Disclos�ire Certificate, "Serics 2002 f3ondholder" siiall mearz
any persan wha (A�) h�.c the �nwer, din;ctly or indircctly, to vote ar consent with respect to, or to dispose
ofownership of, any Series 2002 Bonds (iricluding persons lialding Series 2002 Bonds throu�h norninees,
� depositories or other ir�termediaries), or (f3) is tre�ted as the awner of any Series 20[12 Bond far fedcral�
income tax purposcs.
SECTION 6. INCORPORATiON BY REFEItCNCE. Any or all oFdic intormatiuiz
reyuired he�in to be disciosed may be incorpnrated by reEercnce from other documents, including of�icial '
statements or debt issues oFthe Issuer of related public entitics, which have been submitted ta cach of tf�e
NRM51Rs and t�ie SID, ifany, or the S�C. If the document inco��orated by reference is a final official
statement, i1 must be av�ifable fratn Ehe MSR[3. The lssu�r sEiall cjearly icientify �;�c1} do��ii�ieii�
incorporated by refercncc. �
SCCTION�7. D[SSEiVIINATIUN AGCN'I'S. Tfre issu�r may, fram time ta ti�z�e,
�ppoi�3t or en�a�c a dissemit�atiUrt a�cnt to assist it in carryin�; out its obli�ations unc�i;r this Di�clusii��
Certificate, and may discliarbe any such a�;ent, witl�or without �ip�ainting a successar dissemin�itin� agcnt.
SECTION 8. � TERMINAT[ON. Tl��; lssuer's ablig��tions utuler tlii5 Disclosure
' Cettificat� st�all t�:tmin�te u�on (A} tlie legal dei'e7s��nce, prior n:dcmptian or payrncnt in liill uf'all ufthc
Serics 20U2 I3ands, ar (I3) the lennination of th� coiitinuing discEosurc requirements of' �hc .RuEr Uy
ic�;islittivc:, judicial or acimit}istiativc action. .
D- �
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SECTtON9. �AMCNDN��N'I'S. Nut�vithst:��lciin� any ather prc�vitiia�i ol'this :
,.� � ' �. Disclosure CertiCcate, thc [s5i�cr m7yameE�d thi� Disclasui�c Ccrti ticatc, �ind any �Srovisian �nay b� waivcd,
� �,�. ifsuch amendment ar waivc;r is suppartcd by' �n o�siniori of roainscl tha� is natiai1a11y rcc�a�ni�ed ii� thc area
of federal securities laws, to die e[%cc tliat such �z�enc�nent or w�iver waulci nat, in and oi itself, cai�se thc
. � .�u�dertakings he�ein to vialate t��e Rule if'such amenc{merit or waivcr had bcen eflective an thc datc hercof'
btjt taking into accowtt any subscqucnt changc in or officiai iritetrrctatian of the Ru�c.
�.. � SCCTI4N 10. ADDiTIONAL INCOi�N1ATlON. Not}�ing iry this Disclosurc Certiticatc shall
�.' be de'emed to �t�evcnt the Issuer From disseminating anyother ittifo�macinn, ��sin� chc: means afcEiss�ini�lati�n
,, set forth in tllis Disclosurc Cetti�icate or any other me��ns of commtu�icatian, or includin� any otlier '
,,�� infoi�mation in its anr�ual in£onn�tion described in Section 2 hereof ar natice oFaccur-rence �('a signi�cant
' , �vent described in Sectian 3 liereof; in a�ditiatf ta that wliicli is nquiitid by�this Uisciosure C'eniticate. I1'
;� lhe Issuer choos�s tfl include aiiy infonnatian in its annual infon�tation or notice nC occurrencc of a
�� � � si�uficant event.in additinn to that wtuch is specifically requind by this Disclaswti Certificate, tt}c lssucr
� shall have no obligation under this Disciosure Certificate to update sucli iRfaTTnation ar include it in its fiiture
��• • annual� ir�forrnatian or n�tice afoccurnnce of a significant evcnt, � .
, , SECTIQN 11.OBL�GATED PERSONS. !f any person, othcr th�n the lssuer, becames an
' Obligatec� Pcrson {as defined in ttie. Rute) relating to the Ser�es 2{}Q2 Qands, ehe Issuer shall �tse its b�st ..
efforts to reyuire such Obligated F�rson to comply with all provisions of t�ie Rul� applicable to such
� .
� } � , � Obligated Pcrson. � "
•� Dated as of Au�;ust , 2D02 ' �
- - , ATTEST: , � CiTY OI�' CLEARVVATCR, FLQRlI�A
,.� . � .
I .
Ciry Clerk ,
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BY� � ,.
Mayar
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COIYIMITMENT TO 155�.11: �� .
I+�NANCIAL GUARAN'I'Y xNSURANC[+� POLICY
Applic7tion No.: 20�2-Od5 I 2-0 i
S�lc Datc: Jtily 2002 ('C) ,
Prnbram Typc: Competitivc-DP
Re: $Z4,725,p00 {est.) City �f C�carwatcr, Florida; Storrnrvatcr Rc;vcnue Boncls, Scrics 2Q02
(the "Qbligativns") '
This cammitment ta issuc a f nanciat �uar�nty iiysttralzcc policy (the "Commitment") dated
3uly 3, 2002, constitutes an agreement Uetwcen CITY OF CLEARWAT�R, FLORIDA (tlie
"Applicant"} and MBIA It�surance �orporation (the "Insur�r"}, a stock insurance com�any
irtcorporated uiider tF�e laws of ttte 5tate of New York.
Based on an approvcd app�ication dated 3uly 3, 2002, t1�e Ins�rer agrees, upon saiisfaction af
the conditions herein, to issue on tlic earlier of (i) 12(} days of said approvaI datc or {ii) on the
date of cielivery of aricl payment for the Qbli�ations, � financi�l guaranty insurance �olicy (the
"Policy") for the Obligatians,�insurin� thc payment oFpri�icipai of and interest on the Obligations
when due. The issua�ice af the Palicy shall be subject to the following terms and cond4tions:
1. Payment by tlie Applicant, ar by the Trustee on �iehalf of ihe Applicant, on !h� date of
delivery of and payment for the Obligatians, nf a nonrci'ttndable premium in the amount of
0.2550% of toka! debt service, premium raundea to the nearest tl3ausand. Tfie premium set out ir�
ihis paragraph slialI be the tat�� preniium requir�d to bc paid on the Policy issued pursuant to this
Commi�ment.
.2. The Obligations shall liave receiveci the unqualif�ed opinion of band caunsel with
respect to the tax-exempt stakus aiinterest on tlae Qbli�atians. �
3. Tl�ere shall have been no material adverse chaiig� i�l the Obli�atio��s or the R�solution,
Bond 4rdinance, Trust Indenture �r ot�ier officia� document authorizin� the issuance of the
Obligations or in the E�nal official statement or other similar dacumenc, including the financia�
statements includec� thercin.
4. There shall have beeu no mat�rial ad�erse change in any informatian submitted to tiie
Insurer as a part of the application or subsequerttly submitted to be a part af the applica�ion to the
Insurer. �
� 5. Na event shall have accuned which would allo�v �ny �inclerwriter or any other
purchaser of t}te 4bligatians not to Ue required to purchase the Obligltions at ciosin�.
G. A Statement af Insurance satisFactary to tiie ]nsurer shull be printcd ati ll3e Qbligations,
7, Prior to the dclivery of and payment for tl�e Ob�ig�itions, nonc of thc informatia�� or
doc�iments sut�mitted as a part oflhe application to t1�e Insurer shall be dcternii�cd to contain any
untrue� or misleading statement of a material f�ct or fail to state a m�terial fact requircc� to be
state� therein�arnecessary in order to make the statcmesits co�atainecl therci�� ifot tiiisleaciin�;,
8. No nzateriat �c�versc ch�uige affecting ai�y� security for tlie Ohli�.lU4Il5 sl�all havc
occitrrcd prior to the delivcry ai and p�ymcnt for the Oblig�ttia�ts.
9. This Commitment may bc signccl in countcr���irt Uy tlic partics Ifcrcto.
" � '
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��, � ' 10. CampZia�ice wit�i tlic Insurer's G�ncr�l Documciit Provisio�is {sec att�chec�). ��
.
,
�. �. S 1. �Compli�nce witti th� Insurer's List of Peritiissible I��vcstmcnts For inde�itrt�eci Bonds � �,
� (see att�ched). . . � � ' ' , ' '
, . .
. . .
� Dated ttiis 3rd day of July, 2Qa2. . . , . � ' : ' I'
.� � � � � � . . , , � �� ��
. . . �
, : ' � . , .: , . , . MBiA Insurance Corporation � � � :�I
. , . ., . . , 1
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.:��� � , � , , � , As i ant Sccreta � � '
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. . ��
. . . . . . � . � ' " . . ' , ; : . , CITY OF CL�AR�VATER, FLOR.�DA , . �
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�.
ti �'►;
��� � . .
. . cENrR��, nocuh�t�[v��� ���t�v�sto�vs .
� A. Notice to thc ]nsurcr Thc basic Icbal clflcuments ii�ust prnvicic that ctiriy noticcs r�qtiired to
� , be given by any party shoulci �lso bc �ivc�i to tt�c Ins�srcr, Actii: It�s�ircd Partfolio
� Managemenk.
B: Amendments. In thc Uasic leg�l docun�eiit, thcrc are usuully hvo mctitods aFamcnc�ment.
The first, �vl�ich typicaZly does not req�iire the coiiscnt af ttie bondholdcrs, is far
amendmenks wliich will cure ambig�titics, correct farnz��l defects ar add to tlie security c�f
the financing. Tl�e second, in whicla bondholcler co�isent is a grerequisite, covers the mnre
substantive types of amendments. Far all fir�7ncings, ttyc Insurer must be �iven notice of
arty amendments tlZat are oftl}c first type and thE Insurer's consent must be rec�uired �'or ail
amendments of tl�e secand �type. All dacumcnts must cont�in a provision which requires
c�pies of any amendments to suc�� documents which are co�zsented to by the Insurer to be
sent to Standard & Poor's.
C. Su lemental Le al Dacument. If tlie basic legal dacument provicies for a supplemental
legal document ta be issued far rcasans other than { 1} a refunc�ing ta o�kain savings; or (2)
� the issuance of additianal bonds pursuant ta an additional bonc3s test, there must be a
requirement that ttie [nsur�r's consent also be obkained prior to the issu�nce of any
additianal bonds and/or exectttion ofs��cl� supplemental legal document.
�D. �vents of Default and Reme�ies. A11 docurnents normally contain pravisions �vhich def n�
� the events of def�ult and wh�cl� prescribe the remedies that may be �xercised upan the
acct�rrence af an event of default. At a ininim�m, events aidefault wi�I he defined as
fo}lows:
I. � the issuer/abligor fails to pay principal whcn due;
2. the issu�rlobligor fails to pay interest when due;
3. the issuer/obligor fails to ohscrve any other covenant nr condition of tl�e c�ocument
and such failure continues for 3p days and �
�4, tl�e issuerlobligor declares barykruptcy.
The Insurer, acting aione, shall have the right to direct all remedies in thc eveiit of a ae#'�ulE. The
� Ins�rer shall be recagnized as the registered owner of each bond which it insures for the purposc:s
of exercisiag all ri�l�#s and privi�cges �vailable to bo�dhoiders. For bo�ids whic�� it ins�res, the
Insurer shall have the right ta institute any suit, :iction, or proceeding ai law or in equity under
the same kerms as a bancilzolder in accordance with applicablc �rovisions of the governing
documents: Other than tlic us�«.l redemption provisions, ai3y 7cccleration of principal payme��ts
must be s��j�ct ta the [nsurer's prior writtcn coiiseiit.
E. Defcasance rcquires t�le deposit af:
1. Casl�
2. U.S. Treasury Certificatcs, Nates lnci Botids (includin�; St��tc .;ncl Lac��l Government
Sexies -- " SLGs") '
�i ' '
� �, ' ' I
, • �1 . ' o . ' .
� � .o , , � . . . � .
, .�'L... .�i�."•,�"nt ' .' . ' '' ' . �
�':I,': 'G. [.�__
.� 3. Direct obligztioiis �f t�ic Treasury wliich �iave bec�i stri�pcc! by tlic 'Crc�tsttry itsci f,
,�, CA1"S, TtGRS and simil�r s�curitics �
� �. Resoiulion �t�t3dit�� Corp. (REPCORP) Qnly tlic intcrest component of REFC�RP
�� �� strips which l�a�e Ucen stripped by rcqucst io thc Fedcrai Rcscrvc Bank oFNe�v York in
�. � book entry for�n arc acceptable.
' ' � 5. �Pre-refunded municipal bonds rated "Aaa" by Moody's and "AAA" by S&P. [f � ,
� ' however, the issuc is only rated Uy S&A {i.e., tl�ere is no Moody's raiing), then the prc-
� reftmded bonds mt�st have beeti pre-refu�ided witll cas��, dircct U.S. or U.S: guarant�ed
��, , abligations, or AAA ratccl pre-rcfui3dec� tnunicipals to satisfy this condition. �
, � 6. � Qbiigations issued by the following a�encies wl�ich are backed by tlze full faitli a�1d
� credit of tl�e U.S.: �
' . � a. U.S: Ex,port-Impart Bank (Eximbanit) . ,
�. Direct obligatinns or ful�y guaranteed ce�tif cates of beneficial ownership '
. ' � b. Farmers Hame Administratian {FmHA} � . �
, Certificates af betieficial ownership , '
, � c. �Federal FinanClri� Bank � . - .
'� � ' � d. General Services Administra�tion � .
, ' Participatian certificates , � , .
' e. U.S. Maritime Administration - � . �
. � � . . �Guaranteed Title XI financing � , �
-. � f� U.S. D�artment of Housin� and Urban Development (HUD}
, . , Project Notes �
' . Local Authority Bonc�s �
. �, New Communities Debentures - U.S. government �uaranieed c�ebentures •
�. .' � U.S. Public Housin� Notes and Bands - U.S. government �uaranteed public
hausing notes r�nd bonds .
� F. A�ents:
� 1. In transactions wlicre t�icrc is an �gcnt/cnhancer (otlier t�ian tlie Insurcr), the trustee,
�� � � . tender a�ent {if any), and payin� agcnt (ifany} must bc commercial banks wi�Ii tnist
� . � powers. � . ' �
� 2, The remnrkekin� abent must I�avc trust powers if they are res�onsiblc for liald'uz�
.��. � mnn�ys or recciving bonds. As �►n uItcn��tive, t13e dacumeitts mx�y providc tl»i if'the
, �� rcmurkeiinb agent is rcmoved, resigns or is tin�blc to�perfurm its duties, the triistee
. �� . must ass�me th� respa:tsibilities of rcm�rkctinb agent tinkii �� stibstitut� accepta�le to
� , thc lnsurer is �ppni��tcd. � ,
� .
'� . •
.�.�„"�'�'ti� . , - , �
���
LIST OF P�RI�'IISSIBLE I�IVES'I'NIi+,N'CS �Olt 1NDGN'�'UItCD FIINUS
A. Direct abIigatians of the United Stafes of Amcrica (incluc�ing obli�ati�ns iss�icci on c�ld in
book-entry farm on the books of the Dcpartment of thc Treas��ry, �nd CATS and TIGRS)
or obligations tlzc principal of and intcrest on tvlzich arc unco�riiiianaliy �;uarat�tecd by thc
United States ofAmerica.
. � B. Bonds, debentures, notes or other evidertce �f i��dcbtcdncss issucd or �uar7ntecd by any of
� ��. t��e following f�deral agencies and provided such ohligatioiis are t�n�ked by tl�e full faith
�� and credit of the Unitec� States of America (stripped securitics are at��y pemlitted if they
, ' � have been strippeci by the a�ency itscli}: �
1: U.S. Exnort-I�npori_B_ank (Eximbank)
� Direct obIigations or fully guarantecd certi€icates of bcne�cial ownership
' . � 2. Farmers Horrie Administration (FmHA)
" Certificakes ofbeneficial ownershig
� . 3. Federal Financin� Bunk
•,: ., -
�. . .4. Federal Hausing Administration Debentures (FHA} ,
5. General 5ervic�s Administration � � � .
� ' � ParticiQation certificates , . .
b. Gov�rnment National Iviort�a�e Associatian (GNMA or "Ginnie Mae")
GNMA � guaranteed mortgage-backed bonds
GNMA - guaranteed pass-thraugh oblagations
(not acceptable For certain cash-flow seusitive issucs.)
7. U.S. Maritime Administrakion
Guaraniecd Title XI tinancing
� � 8. U.S. De artme�tt of Hausin anci Urban DeveIo ment (HUD} � .
Project Notes � -
� Local Authority Bands .
New Cammuni#ies Deb�ntures - U.S. govcrnmcnt �u�irinteed dcbentures
' � � U.S. Publie Hausing Notes �nd Bonc�s - U.S. �overnmcnt guaranteed ptiUlic housing
� notcs �anc� honds � �
C. Bonds, debentur�s, notes or othe�• evidencc of indebtccincss isst�ed or �uar�nteed Uy any of
�, thc following non-fulZ Faith anci credii U.S. go�ernmcnt agcncics (strippcd securities are
only permitted if they ha�e been strip�cd by the �bciicy itsclf�;
1, rederal Home Loan Bank 5vstem
� Senior debt obligntians
�
�.
�
,. . � . •� ,��.'y. , � � . .
���
2. Federal Hame Loan Marl�a�c Coi-�oratian ([�f-1LMC or "rreciclic Mac"}
� Pariicipatioi� Ccrtificates .
Senior dcbt oUligations ,
3. Federal National Mortg,��e Associ��iion (FNMA or "Fatinie M�ic")
Mortgage-backed securities and scizior ciebt oUii�atior�s
4. Student Laan Marketing Asso_c_iation (SLMA or "Sallie Mae")
Senior debt obligations
5. Resolulian Funding Cort}. (REFCORP) obligations
G. Farm Credit Systcm
Consolidated sysleniwide bonds �nd notes
D. Money market fi�nds registered under tl�e rederal lnvestmcnt Campany AcE of 19�i0, whose
� shares are registered undcr.the red�;ral Securities Act of 1933, and having a rating by S&P
. � of AAAm-G; AAA-m; or A�1-m and iFrated by Moody's ratcd Aaa, Aai or Aa2.
E. C�rtificakes�of depasit secured at al) tinies by collateral descriUed in {A) and/or (B) abov�.
Such certiFcates must be issucd by cammcrciat b�iks, savitigs and loan assaciations or
mutual savings banks. The collateral must be hcld by a third party aiid the bondl�alders
rnust ]tave a perfected first scct�rity interest in the collateral.
F. Certificates af dcposit, savin�s accounts, deposit accounts or mo�iey inarket deposits wliich
are fully irtsured by FDIC, incIudinb B1F and SAIF. �
G. Investment Agreements, including GIC's, For�vard Purchase AgreeFncnts and Reserve F�nd
. Fut Agreements acceptable to MBIA (Investmejit Agreement critcria is available upon
request).
H. Commercia� paper rate�, at the time of purcl�ase, "Pri�ne - 1" Uy Moady's 7t�d "A-1" or better
by S&P.
I. Bonc�s or notes issueci by any stat� ar mu�icipality �vliich �rc r�ted by Moody's and S&P in
� one of the tw� highest rating catcgories assigncd by s��ch a�cncies.
J. Federal funds or l�ankcrs zcceptances with a maximum tcrm af ane ycar of �i��y bank which
lyas an unsccured, uiiinsured anc! t�nbuar�ntecd abligation rating of "Primc - 1" or "A3" or
better by Moody's and "A-1" or "A" ar ��cttcr by SScP.
K. Rcpurch�se Agreements far 30 days or less musk follow tlie Follo�vinb critcri.�. Repair�hase
Agrecments wliich excced 30 d�ys ��zt�st be �cceptablc to M�IA {critcria availablc upon
request) . .
Repurchasc agre�ntcnts pr�vidc for tl�e transi'er of sccuritics f:•om .i dcaicr b.iilk OP SCCUC111C5
�• firni (sellcr/barrawer} to a municipal ctitity (bt�ycr/Ic�idcr), ai�d thc 1r�ii�sfcr of� Ci15�1 fCOltl tl
municip�l ei�tity to thc dc�ler bank or sccuritics finn �vith an �i�rcemc��t th�it thc clealer k�ai�k
�
ti. , '
...
' ' � ' �. '
, : �,�''n'�'r, . .
14`j .
, . .. . . � , . . . t . i •
� ��
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�I.
. i
or securities firm wi�i repay the cash pltis a yic�c� to lltc m�jnicip�l cntity in cxch�nge far thc
sec�rities at a specifier� d�te. � �
l, Re os must be betwce�i tl�e mt�nici al c�itit anci a de�lcr bank or securities �init
a. Primary_dealers an the Fecieral Reservc re�orti�i� d�alcr list ��vllich are r�ted A or
�. better by Standard & Pc�or's Carparation and Moody's I�ivestor Servic�s, or
b. Banks rated "A" or above by Standard & Poor's Cotporatian and Moody's
,� .Investor Services. � , . �
2. �The tvri_t_t_�n_repo contract must include t�3e foiio�vin�: ,
k.
� a.. S�curitses which �re acce table for transfer are:
� (1) Direet U.S. gavernments, or �
. (2} Federal age�cies backed l�y th� fu1� faifl� and credii of thc U.S. governmei�t
' (and FNMA & FHLMC) ' . �
b. The term afthe. repo mav be up to 30 davs •
c. � Tt�e col�aterai must �e deIivered to the municipaI et�tity, trustee (if trustee is nat
supplying the callateral} or third party acting as agc:nt for the trustee (ii'the trustee
�� is supplyinb the collat�ral) before/simu[taneous �vith payment {��erfection by
' passession of certificated securities). . '
, d. Val�ation flfColIateral
°` (1} Tlie securities_m_ust be valued weekly�markcd-to-market �t curreiit market
price �s accrued inte�•est
�. � (a) The value of collateral musi Ue equal to 104% of tlie amount of casii
. . lransferret� by the mt�nici}�al e�itily to t�e ciealcr Unnk or sccurity firtn
, under ll�e repo plus accrued interest. If ihe v�lue af sccuritics hcld �s
collateral slips bclow 104% of �tl�e v�lue af tlse cash transferreci by
municipality, then addition�I cash and/or �cccpt�bl� sccuritics must be
� transferred. If, hawevcr, the securities usecl �s cotiater��I arc rNMA or
,� � FHLMC, then the value of collateral must eq�sa) l US%.
3. Legat �pinion which musf i�c ctclivcrcd to t}ye �nunici ��! c�itit :
a. Repo meets guicielines undcr statc law for �e��l invcstmenl of publie fiiucls.
�Additionaf Nates ' .
; ; , ���T____:�.-._.._� �.��. .......�,.,,_.
. i 1, • - .
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,� .� {i) There is no list of pern�itted investments %r non-indentt�rcd fiincis. �Your awn .�
i.. ,, �� �. , credit judgment and the rclev�nt circumst�nces (e.g., amount of investmcnt anc� .
�. �.. '' timing of investment) sl�ould diclate what is pennissiU3e. .-
�; � � � , � . � (ii) � Any state ac�ministered pool investment fund in wl�ich the issucr is statutorily : � ' '
�'�, �! .� �� permitted or required ko invest will be deemed a pennitted investmcnt. ,, E
,� � ,
.. . . • . . 4
, . ' {iii} �DSRF invest�nents should.be valued at fair markct value and marked to market at . ��
�' ,. . . . � . � . .
� '. ,. . least once per year: � DSRF investments may nat have maturities extending , �
. ' � � � bsyond 5 years, exce}�t far Tnv�stment Agreem�nts approvcd by Ihe Insurer. � �
., , � � .. , , : , . , , . � .
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. � , . . , . . � � ' . , , .. . . . I
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: t ' . . ' 1 � . . � . , _ . , . . � ' 1
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� �
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�•,.
sTANnAitn [�ORM �OR MI31A DiSCLOSURE
�GENERAL AND S-1 �
['I'hc sectian entiticd "Thc MI31A Insurnncc Corporation Znsiira�icc Policy" is for usc: in public Iinuricc
trAiisnckians]
[Tl�c MI3IA Insuruncc Corpnruiian Insurn�cc Policy
Tlie folla�vin�; infor�nntion hAS bccn furnisl�ed by MI31A Insurarice Carparation ("Mf3[E1"} for use
in t��is Official Stntemcnt. Refcrence ss ntside tn App�ndix f'or u specimen of MB1A's pulicy.
Mf3IA's policy uncor�ditiona�ly �nd irre�ocab(y �;u�rankces t��e fu(1 anc{ comple[c �nymcnf
required to bc made by ar on beht�lf of the issuer to tlie Pnyin� Agcnt or its successor oF an amount equn�
to (i) thc princip�l oi (either nt t�zc stated �naturity or by ar� advancernent of maturity pursuant to �
mandntory sinking �und �nyment) and intcresr on, the [Boncis/Sccurities� as suc1� payme�nts shall becomc
due but shall not bc so pnid (�xcept tliut in the e�ent of any accelcration of tlte due datc af sucl� principa�l
by re�son af mandatary or optional redcmption or acccicration resvltin�; fram defauIt or othenvisc, other
than tuty advancement of maturity pursuant ta a mandatory sinking funcl payment, tltic payments
g�aranlecd Uy MB[A's pa[icy shall b� made in such amounts and ai such times as such payments ot'
principal wauld hA�e been due h�d there not becn any sucti acceleration); and {ii} tHe rcimbursement of
�y such payment whic:li is subsequently recavered from �ny owner of the [BondslSecurities] pursuant to
� iinal jud�ment by a court a�' corttpetcnt jurisdiction, that such p�yment constitutes an � avoidablc
prefcrence to such awner within the meaning af uny apptic�ble bankruptcy la�v {n "Preference").
�. MBIA,'s policy does not insure a�Ainst loss of a�y prep�yment premiUm �vhich muy at �ny timc
be payabie with respect to nny [Aunds�SecuritiesJ. MBIA's poticy daes not, under uny cincumst�ncc,
. insure ag�inst loss relating to: (i} ogiional or mandatary redemptiors {other t�an mAndatory sic�icin� fund
redetnptions); (ii} any payments to be m�de on an mccelerated bnsis; {iii) payments of thc puretiase price
. of [$ands/Securities] Upon tender by an owner thereof; ar (iv) any Pref�rence rclating to (i) througli {iii)
� abo�e. MBIA's poiiay aiso docs �tot insure a�ainst nonpayment of �rincipai of or inicrest on the
, [Bond�ISecurities] resulting from thc insolvency, negli�ence or Any other act ar,omission of the P�ying
Abent or any other paying A�eni for the [BondslSe�urities�.
Upon receipt of tclephonic ar teIegraphic natice, ,uch natice subseyuently confirrited in writin�;
by registered ar certified masl, or upon receipt of written notice �y registered or Gertificd m�il, by MBIA
from ttsE Paying A�ent or �ny owner of �[BandlSec�rity] t�e payrrjent of an insured Amount %r which is
thcn due, that such requircd payment has n�t bcen madc, MBIA an the due dAte of such �ayment or
witt�in oiia business day uftcr receipt af npticc of such nonpayment, whichever is l�ter; will mnkc a
depasit of funds, in an Account with State Street 13ank and Trust Com}�any, N.E1., in New Yark, Ne�v
York, or its suecessar, sufficient for the pr�yment of any such irssurea �raQUnts which �rc then due. U�o�
presentment an� surrender af such [Bonds/Securities] or presentment of such othcr �roof af ownership of
tiic [Bonds/Sccurities], togetl�er with nny apprapriate instruments of assignment to evidencc the
s�ssi�nment oi the insured amounks due an the �I3o�ds/5ecurities] as arc paid by M�3IA, And apprapriAtc
instrumcnts ta �ffcct thc appointment oF MBIA as A�ent for sucl� owncrs of tt�e [Boi3dslSccurities� in uny
�e�al praeeeding relAted to payment of insureci amaunts on ttie (BondslSecurities], such instnin�ents bcinb
i�i a i'orm satisfactory to Stsile Strect QAnk And Trusc Compnny, N.A., Stntc Strcet �3nnk s�nd �'rust
CompAny, N.A, sfral2 disburse ta such owners ar the F'nyirt� A�ent pnymeni ot' tJ2e insured an�ounts c�ue
an sUCh [Bonds/Securitics�, less t�ny amaunt hcld by ihe Payit�� Agent for thc pnyment of such insurcd
amounts and legally t�v�ilAble therefar.]
r•�� - ' • � ., ..., . , . �. ..... . _ , . . .. . . . .
�.
� ';�' v, .
VYI3IA
�1+tBiA Insumnce Cotp�rntior� ("MBIA") ix kl�c prirtcip�tl aperntinb subsidiary at' M�1A Inc,, t�
New York Stack �xct��nbe listec3 comp�ny (tlic "Campany"}. The Campnny is not oblig�tted to puy t�tc
debts of ar claims �gainst MaIA. MBIA is damiciled in thc St�tc af New �York and liccnsed to do
busincss in und subject to regutation undcr ttjc laws n1' a1150 statcs, thc District of Columbia, thc
Cammon�vealth oF Pucrlo Rico, the Cammonwealth o� the Northern Mari��na Islands, the Virgin IslAnds
ofthc United St�tes and the Tcrritory of Gu�m. ME3TA h�s tltirec branches, oric in the Republic of Prunce,
anc in thc Rcpublic of Sin�apare �nd one.in the Kin�dorn of Spain. Ne�v York h�s laws prescribin�
minimum cApitut requirerrtents, limiting e�r�sses �nd cancentratior�s af �r�vestments and requiring thc.
approval of policy rAtCS aIl{� FOrI175. State �aws :�lso regulnte tl�e Amnunt of bath the A��re�ate �nd
iridividual risks. that may bc insured, the payrnent of dividends by MBtA, cf�anges in control and
transactians among aff li�tes. Additionally, MII[A is reqvired to maintain contingency reserves on its
liabilities in cert�in �mounts and for certain periods of tim�.
� MBIA does f�ot accept uz�y responsibility for the accuracy ar complateness of this
[Prospect�slPrivate Placement Memorandum/Officinl Statement] c�r any infarmation or disclosurs
cnntaincd hereit�; or amitted herefrom, other than with respect ta the accusacy nF thc infarniAti�n
re�ardin� tt�e policy and MBIA set fortl� vnder the heuding [" "]. Additianaily, MBIA
rnakes no �re�rese��taticia rcgardin� the [Bonds/Securities] or ti�c ttdvisability of investin� in the
[Bonds/Securities],
Tha Financi�l Guarantec Jns�rancs Policies are not couered by the Pro�ertylCas�Alty Insurancc
Security Cund specified in A.rticle.76 of the New York Insur�nce Law. �
M�3�A Infor�uation
' The #'ollawing documents ��ed by khe Company with thc Securiiies and Exchan�c Cammission (the
"SEC"} are incorporated ��erein by reference:
(1} The Company's Annua! Rcpart an Form 10-K %r thc y�ar endcd December 31, 2004;
(2) The Company's Quar�erly Rcport on rorm I O-Q for thc quaricr ended Septem6er 30, 2QQ 1; anct
{3) The repart on Fo�rn 8-K filed by tli� Company on January 30, 2001, •
Any 'dacuments fled by Ehe Company pursuant to Sections 13(�}, 13{c}, l4 or 1 S(d) oi thc
Exch���e Act of 1934, as amended, afler the dAte of this [�'raspectus/�'riv�tc 1'lacetnent
Memorandum/Qiftaia� StAtcment� an,d prior ta t�e terrninatian of the offerinb oF ti�c [i3ondslSccurities]
offered hereby sha�Il be dccmcd ta be incorpur�tted by referenca in this �Fraspectiis/i'rrvnte j'lacc�mcnt
Mcmorandt�m/Official Statement] And to be z pmrt herr.of. Any s�tt�mcnt cunt�incd in u doc�nncnt
incatporated ar deemed to be incflrporated by rc%rencc hercit�, or contained in tliis [I�rospectus/Privatc
Plucement Memorandum/Official Stt�tement], s4�a11 be dcemcd ta bc modified or superscded for pur�oses
of t�is [Prospectus/Private Piaccment MemorundumlOfticial Statement] to the exttnt that n stUtcr�icnt
contained herein or in any ather subseqt�ently fitcd dacument wh�ch nlso is or is deemed to b�:
incorpor�ted by referen�e herein modifics or supersedes such stakement. Any suclt sti�tcinent sa moditied
or superseded s1�alt nof 6e dcemed, except �s so mociificd or supersedcd, ia consiitutc a p�rt of t�is
[ProspectuslPrivat� Ptacement MemornndUm/Off iciAl St�temct�t�.
��
,,
� � .�. .
.. � ,� ; .
Ttic Compnny C1cs nnnual, quArterly and s�ccinl rcparts, infor�n�ttian statcmci�ts nnci athcr
infornt�tian with the SEC under Filc No. I-9583. Copies of thc SI:C filings (includin� (1) thc Com��c�y's
Annu�1 Repart nn Form � 0-K t'ar t�c year �nded Deccmber 3 I, 2000, (2} thc Com�any's Qu�rterly Rc�ort
on rorm �1Q-Q for the yuartcr cndcd Septcmber 30, 20a1, t�nd (3) thc report nn rorm 8-K filed !�y thc
Campany on JAnuAry 3U, 2401) arc t�v�il�tb�c {i) ovcr t��c lnternct at thc SEC's web site at
htt�://www.sec.�ov; (ii) at the SEC's p�htic refcrence room in Washinbton D.C.; {iii) ovcr the Internet at
thc Cotnp�iy's web sits At �ttp:llwww.s�ibia.com; and (iv) at na cost, upo�i rcqucsi Eo MDIA Insur�ncc
Corporation,�l l3 King Street, Armonk, New Yark 1Q50�, 'Clie te�eplinne number of MI3tA is (91�) 273-
4545.
' As of December 3l, 2q00, MBIA had admitted assets of $7.G billion (aUditsd); total li�bilities af
$5.2 billion (audited), And total capital mnd surplus of $2.4. biIlion (audited} deter�nined in accordance with
', siatt�tory Accaunting practices prescribed or perrnitted by insurance regnlatory uuthorities. As oF
S�ptember 30, 20U1, MBIA had admitted �.ssets aF$8.� billio:� (un�udited), total liabilities of �6.0 billion
. (unaudited), and total capitAl �nd surglus of �$2,�4 bil�ion (unaudiied} determined in accordance with
' stat�tory Accounting practiccs �rescribec� or permitted f�y insurance regulatory authorities. �
Fiasn�ia� Strength Ratings of MBL4
Moady's lnvestars Service,lnc. rates the financial strcngtF� aFMQIA "Aha."
�'. � Standard St Paar's, a division of The McGraw-Hili Companies, [nc, rates the fic�anci�l strangttt o#'
� ' ' MBiA "AAA." �
Fitch, inc. rates thc financial stren�th af MBIA "AAA."
Each rating of MBIA should be ev�luated independently. T�i� ratin�s reftect the respective rating
age�cy's current �ssessme�tt of the creditworthiness of Mf3iA and its Ability to pay claims nn its policies
of insurance. Any fi�rther expianation as to the si�nificance of che above ratings may be nbtnined only
fram the �tgplicahle rfltin� a�ency. .
The gba�e'ratin�s are not recommendations to buy, sell or hald the [Boi�dslSccurities], And such
ratiti�s may be subject to revision or wiihdrawal at any time by the rating agencies, Any downward
revision or withdrawal af any of the above ratings may h�ve an udvers�; eff�ct on the market price of the
[Bond.s/Securities]. . MBIA does not guaranty the mttrket price of the [Bonds/securities� nor docs it ..
�uaranty t�tat the ratings on the [BandslS�curities] will not be revised or wiclidrawn. . .
The insurance .provided 6y this palicy is nat cavered by t�ie Florida.InsurAnce Guarttnty
Association created under chapter 631, Florida Statutes. �
STD-FL
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TiNANCiAI� GUEIRANTY INSURANG� YOLIC�'
MQ[A Xnsur�nce Corporatiun
, Armonk, New Yorlc 105p4
i'olicy Nn.
MDIA L�xc Corpora�oi� (tlie "Ins�ircr"}, i�y consid��rstinn qf dic payniui}t af' t��c �rcmiwn anci subjec:t ta �f�c tcmis c�f Ihis palicy, l�c��reby
iutcolxlitionaliy und irrcvar.ibly �tk�ntces to Airy osv�ter, �.fi bercinaiier dcfincci, of tl�e Collawinb d�,�critxxl n6�i�atians, t��e full a��d comp�cte payrneiit
t�cquir��c3 tn t� madc by or on bel�If af �l�e Issucr tn
or its successor (tt�e "I'ayin� Agent") of'an amount equal to (��} the �rincipal oC{eitl�c� at tltic sfatecl maturity or by �y advanc�merst af mattu�ity �iuscrar�t
to u tr�at�tory sinldn� fund payment} and intti�st ai�, t�ie Obligaqons (as 1��at term is dcfineci belo►v) as such payrnents shall become due but st�all not be
so paid {cxcept that in the �vent aT Any �;cceieration oF dte duc datc of such princip�l by r�asa�t of mandatory or ogtiortal redemplion or accxlcrrtion
tesulti�; fmm de!'ault or otFlciwisc, ott�er than any advancement af maturity purs�ant ta a manclatory sinking Fund paymet�t, i�ic payments �uantceci
liereby shal� bc made in such urnaunfis and t�t such �rs as sucit paynx:nts ofprincipal would have heen duc Fu�d thcre not bcaen any such accelcra�ort};
and (u} t1�e rcimbu�sement oiany such payrnent which is aubsequently recoveresi from any owncr pursu�nt to u#'inal judgrr�ei�t by a court of compctenc
jt�risdiction that such paytnent cor�stitutcs an nvaidablc prefe�rt�e to s��ch o�vner within the rr�tu�� of as�y appiicable b��tcy law Thc atnounts
tefe�d w in clawes (i) und (u) of t�ic preccding scnteucc shall be rcfe�md to ��ecein collectively as tttc "Iru�ued Amounts "„Obligations" shall tneatL
Lipan reccipt af telephonic or teleg�aphic notice, such natice svbsec�uendy canfirniec! in writing by registercxi or cerliGed mv�, �r upan tr.ccipt oC��rittett
nn�ce by regstered or ce�c� mail, by the L �suser from t�te Payu�g A�ent or any owner of an Ohligation the payn�it af an Insured AniounE far which is
then ctue, that s�teh tequired pzyment h�s not been made, the Insurer on tlte d�te date of such payment or �iittu�i one b�uiness day afler receipt oFnatice of
such nar�ayrnent, wiucl�cvcr is later, wii� malce a dr.posit of fund�, in an account wiQlSi�te �treet Bank and Tnist Company, NA., in New Yorlc, New
York, or its successor, sufficteni for the payment af tiny sach Ins�u�e�i Amaunts whicli arc Qicn dUe. Upon pre.sc.mttnent tind sut�erxie;r of such Obli�tions
orpresenttnent ofsuch other proof ot'ownets�vp af th� Obiigations, togei�ier ivilh any appcnpriate irutrumenls af nssigurn;nt to evideuce Ihe assi�unent
of l��e Insured Amounts due on tFie Obli�atior� as ate paid by the Insta�r, and nppropriatc inslnjment� to cf�'ect thc appoinGt�nt oFtlte Inseucr as agent �'or
such owncrs af the Obligatiaits in any ls�al proceedin� r,clatcd to �ayment of Insureci Anaoun�s on ihc �b�igatiocts, �ich insWrtx�ts being in a fornt
satisfactory to S�t� Strc�et Bank and TntSt Compa��y, N.A., 5tatc Sttcet Bank and Tnsst Corrq�any, N.A. sha� disburse tn such o�meis, or Shc Paying
Agent payrnent ofthe L�sumd Arrfounts due on s�c�t Q�iligations, iess any amount hcfd by the Payin� Agent far t�ie payr�nt oisuclr Ttt��u�ed Arnounts
and Ic�aily availablc thercfor. This policy cioes not i�rc a�auut loss of any prc�saymc:nt pre►nium w�ich may ut any timc be payable �vith ra�xt to any
ObligQtion •
As t�sed hercin, thc term "owncr" sl�all mean tiie tegistcrcd awner of�ny Obl��tion as indicatecl in �he Eiac�ks �mintained hy tltie Payin� A�eni, 4he Lssuer,
ar ct�iy designee af'tt�e lssuer �or svch purpose. T7ie tem3 a�ti7�er stlall nnt includc the Lssucr or any F�uty ►vhasc ayremcr�t �vii�i d2e lssner constilutes lhe
underlyirtg sxtuily far il�e Qbligations.
Any 5crvice of process on the Fnsurer m�y be n�ade to tlie Instucr at ils alTices locatecl at 113 King Strf:et, Annank, New York l OSDzL anci such service of
prncess shall bc valid and hutding,
'This policy is non-cane�llAble for any reason 'Fiie pren�ium an t�iis poGcy is not refiznciable for any z�ason incluciing I�ie pay�nent prior tn maturity af the
Ob1i�,tio�.
'Ihe insurance provided by t�is policy is rtiat coveretl by the Floric3a I�ss�u'ance Guara�ity Association cn�ted uEider c1k7pEer G3 i, rlaricEa Stalutes.
Ul WI'INGSS 1NtiEREQF, thc Insurer has ca►�scd t��is policy to ix; executed 'ui f3csimilc on ils ht���aif by its ciWy aut�iorized nfiice�s, �tu3 dayof
CUCTNTERSIGNED:
Resident I,icct�ed Agent
� Attcst:
Cily, Slalc ,
Si'�RCS•Fl: G
A!')S
1�BIA xnsurance Corporanon
Assist��nt Scci�
�'- — -----__.:.. . .. . _ ... .. . . ---..._........,,......_,....,.. . .
�� � .
�
s�r,��rr"sM�N�r or� INSt1RAN�E:
MRIA Insur�ncc ComarEition (tltio "Insur�r") 1�ns issucd �� pniicy cantf�ir�ing tiic followin�; �ravisions, sucl� pnlicy
bet►�g on �!e iit fMS�Rm N�1ME OF TRUSTTsC QR I'AYtN_G AG1.NT,1N�LlIUING CIT'Y, S'�'A'CJ.
Tt�e Insure;r, in consideration of t�c �aymrnt nf tfzc premium nnd subjcct to thc lerm� of tf►is ��iicy, ��crcby
unconciitianully unc4 irrevncnbfy bunrnntres to any ows�cr, �s }�crcinafier dc;Fned, of tlte fot�o�vin�; cicscribed oblibntinns, tt�c fuli
und completc paymc�nt rcqaired to be mnde by or on bchal�' af t��e Issuer to }�IN5�;RT NAMF; OF TRllSTEE OR PAYING
AG�NT ar its successar (the "Paying Agcnt°) of an �mount equ,3� lo (i} thc principa! of'(citlier at the statect maturiry or by any
advanccment oC maturity pursuant to a inandatary sinkin�; i'und paym�nt) mnd interest on, thc O�ligations (AS th�t tcrm is
dctincd bclow) As such gaymcnts st�all became duc but sh�!! not bc so paid (exccpt that in the event af �ny ncceleration oithe
due dnte of such princs'pa16y rcason af inanciutory or opkiandl redcn�ption or ucCCleration resulting from defnult or athcrwise,
other tlinn any advanccment of muturity pursuant ta a mandatary si�king fu�d paymc�t, the paymcnts guttranteed hcreby siittll
be mude in sUCh amaunts an� �t such times as such payme�►ts o� pr�ci�ni wou}d huve bcen due had thcrc not been Any such
acceler�stian�; nnd (ii) ttte rcimbursement of any such payment which is subsequently recovcre� �rom ttny owner �eirsuant to a
f�ssal jvd�ment by a court of competcnt jurisdictinn tliat suc}� �aymcnt constitutcs att avoidable prc{'creitcz to such owner within
the meaRing of any ap}�li�abl� bAnkruptcy law. 'i'tie amnunts referred to in clavses (i) pnd {ii) of the preceding sentence shall
he referred to �tesein co��ecttivsly as the "insure�i Amnants." "Obiigatians" sl�all mcan: [iNSCRT L�GAL T[TLE OF 60NDS,
CEN'i'ER�D AS �OLLOWS:1
f� pAR AMOUNTl
iSj - SUERi
[p�SCRiPT[QN C�F BONDSI
Upon reccipt af teiephonic or talegraphic noticc, such n�tice suhsequentiy con�rr�ed in wri4ing by registered or
cetti�ed �ail, or upon recei�E of written noticc by rcgistered or ccrti�ed maii, by t}ic �nsurer from the Paying Agent or �u�y
owner af an �bligatio�t the payment af an �nsUrcd Amot�nt for wh9ch is then due, that suah required paymcni has stflk been
mmdc, 4he �nsurer on the due date of such payment nr tivithin one business day after recei�t of nfltice of surh nonpAyment,
whichever is Iuter, will make a deposit af funds, in an accaunt tvith State St�eet Bank anti Trust Campany, N.A., in New York,
New York, or its successor, sui'ficient fnr ihe payment ai any such ]nsurcd Amounts which ar� thcn ciue. U�on preses�tment
a;nd su�rendcr of such ablig�tions or presentment af such other proof of awncrship of thc Obligati�ns, togetl�er with any
appropri�te instruments oF assignmsnt to evidence the ussignm�rtt uf khe Insured Amounts �ue on ttie �hligAtions us are puis!
by tha Cnsur�r, �u�a upprapriute instrumc�ts to eifect the �ppointment of thc Insurcr as 3gent far such owners of thc Obligations
ise any, Zeg�! proceeding r�lr�ted to payment af Insured Amounts on thc Obli�ations, such i�+strc�ments 6cing in a fnrm
satisfactory ta S#atc Strect Bank and Trust Company, N.A„ Statc Strcet gatsk and Trust Company, N.A, shatZ di5burs� to such
nwners or t��c PAying Agent payme;�t of the Insured Amoun�s duc on suci� Ubligutions, less any ttmaunt held by the P�ying
Agesst for the paymes�t af such Insured Amounts And 1ega11y avail�blc iherefar. THis policy does nat insure ag�inst loss of �ny
prepayment premium which may at any time be paym6le with res�ect tfl �ny Qbligation.
As used herein, the t�rm "nwner" shall rneun the re�istcrcd owner of any Obli�;atiori �s indicaScd in thc boa4+s
mAintpine@ by the Pnyin� Agent, thc Issuer, or any designe�e af the Issuer �'or such purpose, '�he term owner sha�l not include
the Issuer or any purty whase agreenlent with t�e Sssuer constitutes the under3ying sccurity far ihc Obli�arions.
Any service of process on the Insurer may be ntAde to the Insurer nt its o�ecs located at 113 King Street, Armonk,
New York 1O5Q4 �td suctt service af praccss sl�al! }�� vA3id and bindin�;.
This pn�icy is non•cance]lpble for �ny reusnn. The premi3►czti on this policy is not re#i�ndAbte far uny re�.son
� including thu paymant priQr to mnturity af thc Obligatinns.
T)ta insurunca providcd by this palicy is not coverec3 by th� FlorsdA iiZSUrance Guaranty Assnci�tion creuteci �ndcr
' . ct�Aplcc &3 t, Cloric�a Statutes. � .
Mf3SA 1]VSURr1NCE CDItPORA'fION
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Clearwa�er City
Commission
Workse5slon Item #;
�ina! Ag�ndc� Item i1
rN �
. �/-�c
� Agen�da Cover Maeting pute; �e•�-��a�
Memarandum
SUBJ�CT/RECOMMENDATCON:
Pass on first readirig Ordinance 7016-D2 amending Ordinance 6675-01 related to City of Clearwat�r
Revenue Bonds to be issued for the Community Sparts Complex in ordor to provide for the use of
cQriain re�enues of the Ciiy ta pay a�ortior� af the bond debt service requirements,
Cl and ihmt the approprlat� offlclals be authorized to execut� same.
��}�1�i ► i � :
�. Ordinance b675-01 was adopted on January 18, 2001, and C7rdinance 6854-0� was ad4pted on
. September fi, 200'I, which authorized #he issuance ofi Revenue Bonds to #inance a Community
Sports Complex. �
v The principal and interest on these �onds are to be paid from payments to be received from the
. State of Florida an� Pinellas County. The State of Florida has agreed to pay $500,000 per year
($41,666.67 p�r month) for 30 years and Pinellas County has agre�d to pay $587,650 per year
t$48,970.83 par month) for 20 years. Both entities bsgan making payments 3/i/0�. We are
" hofding those payments in anticipation af issuing t�ese �onds.
•� The amendments to Ordinance 6675-01 are needed in order to satisfy concerns of bond
insurance eompanies. The changes be�r�g made to the original ordinance expan� the definition o�
pledged revenue to include "any City rQVenues added as an additior,al payment source for atl or
any portion of tho annual debt service on �the Bonds or to s�pport an insurance agreemeni to the
extent required by ihe provider of any municipal bond insurance ior the Bonds as set forth in a.
sup��ementa� reso�ution adop#ed by the City prior to th� issuance of the Bonds.",
� A�ale resol�tian will be brougY�t to you at the same tiire as the second rea�ing of this ordinance
that will auihorize the sale of t�e bor�ds for the Community Sparts Complex.
� We ar�ticipate issuing these bonds in Sepfember 2002.
• 7he complete ordinance is available in the City Cletk Department.
RevlBwad by: � Orlglnaling bept: . Cosis
Legal � Info Srvc N�A Finance Tota1 .
M,5lmmons �il
���S�t � Public Works Uaer Dept. . �unding Saurca:
Purchasfng N/A I7CM/ACM parka and Recre�tlo� Current FY CIP
Rlsk Mgmt N/A �ther N Attachmanta: Op
� Otdfndnco �01�-0� � Other
Submlttad by: � �/�/ p None
C#ty Manager 'i"��� A ro rEaiion Cocfe;
R6V. 1/YS
!-
.
� ..� . �,�►",.
ORD�NANCE NU. 70� 6-d2 �� D
� ��
AN ORDINANCE AMENDING �RDINANCF NO. fi675-01 C)F
THE CI7Y OF CLEARWATER, FLOF�IDA, ENTITLED: "AN
ORDINANCE PR�VIDING FOR CITY C7F CLEARWATER,
FLQRIDA, REVENUE B4NDS {SPRING TRAIN�NG
FACILiTY), SERIES 200�, TO BE fSSUED IN ONE �R MQRE
SERIES; PROVIDING FOR THE PAYMENT OFTHE BONDS
SOLELY FROM THE iNTERLOCAL AGREEEVIENT
PAYMENTS T� BE MADE BY PINELLAS C�UNTY,
FLQRIDA AND REVENUES TO BE RECEIVED BY THE C#TY
FRQM THE STATE OF FLORIDA PURSUANT TO SECTION
288.1162, FLORIDA S7ATUTES; PROVIDING F�R THE
RIGHTS QF THE HOLDERS OF SUCH BONDS; MAKING
CERTA[N OTHER COVENANTS AND AGRCEMENTS �N
CONNECTIC3NTHEREWITH; PROViDING CERTAIN OTHER
MATTERS IN CONNECTION THEREW�TH; AND PROVII�ING
AN EFFECTIVE DATE," IN ORDER TO PHOVIDE FOR THE
USE OF CERTAIN REVENUES OF THE CITY T� PAY A
PORTIDN OFTHE B�ND DEBTSERVICE REQUIREMENTS
AND PR�VIDING AN EFFECTIVE DATE.
BE �T ORDAiNED BYTHE CITY COMM�SSIC}N OFTHE CITY
OF CLEARWATER, FLORIDAi
SECT��N 7. AUTI-�ORITY F�R THIS ORDINANCE. This Qrdinance is er�acted
pursuant to Chapter 1 fG, Part II, Florida Statutes, ihe Charter of the Ciiy of Ciearwater and
other applicable provisions of law.
SECYlC1N 2, AMEINDIhfG ORDINANCE fi675-U1. The foflowing sections of
Ordinance 6675-01 are hereby amended to read as follows: �
A. Section 2 is hereby amended by amending the foClowing definitions to road as
follows:
"Pledged Revenues" shall mean coflectively, (i) the County Payments,
(ii) the State Payments, (iii) any City revenues added as an additiona�
payment source for a!{ or any portion of the annual debt s9rvice on the Bonds
or #o.support any insurance agreement to the extent required by the provider
of any municipal bond insuranae tor t�e 6onds as set forth in a supplgmantal
resolution adopted by the City prior to the issuance of the Bonds, and (i�)
Ordlnance 7016-02 �
�,
. ,� ��., .
any investment income realized on any funds held under this Qrdinanc�,
except the Rebate Fund.
B. . Section 3(D) is hereby amended to read as foflows:
D. No funds (inafuding but no# limited to ad valorem tax revenues of
the City} or property ot the City (other than as set forth in a subsequen�
reso[ution � adopted by the City prior to the issuance of the Bonds} will be
pledg�d to the repayment 4f the Bonds, and no property of ti�e City will be
pledged to secure the Bonds, and the Bonds w�fl be secured solely by, and
repayable sole�y from the Pledged Rev�nues.
C. Seciion �5 is hereby amended to read as follows:
SECTION � 5. PLEDGED REVENUES. Until payment �as bsen pra-
vided for as herein p�rmitted, the payment of the principal of and inkerest o�
the Bonds. shail be secured forthwit� ec�ually and ratably by an irrevocab�e
fien on the Pledged Revenues prior and superior to a1� other liens or
encumbrances on such Pledged Re�enues and the lssuer does hereby
irrevocably pledge such P[edged Revenues to the paymont of the principal of
and inter�st on the Bonds, t�te reser�es therefor, and for all other required
payments. The Pledged Revenues 5hal! immediate.ly be subject to the lien of
#his pledge withaut any physical deli�ery thereof or furtMer act, and the lien of
#his pledge shall be valid and binding as against alt parties having ciaims of
any kind in tori, contract or ot�erwise again$t the IsSUer. AI! furtds and
accounts created pursuani hereto sl�all be hefd by the Financial Services
Administratar (or such o#her officsr of the fssue� as shall be approved by the
Cit}r Commission) as trust funds for paymen# of the Bonds. In order to obtain
m�nicipal bond insurance for the Bonds, the City, by subsequen# resolution
adopted prior to the issuance o# the Bonds, may pledge revenues of the City
�s specified in such subseq�ent resolution, to provide �or or to further secure
t�e payment of all or any portion of t�e annual debt service on tY�e Bands.
D. Section 16 is �ereby amended to read as follows:
SECT�ON 1 B. CREATION OF FUNDS AND AC�OUNTS. There is
hereby created the following funds and accounts:
a, Reven�e Fvnd, and within t�e Revenue Fund, th� County
Payments �Account, fhe State Payments Account, to 1he extent any City
revenues are pledged by subsequent resol�tion, the City Payments AGCaunt
and the Investment Account; .
b. Construc#ion Fund, and within the �onstruction Fund, a Prc�)ect
Account and a Cost of Issuance Account;
� OrsflnAnc� 7016•0�
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� , � c. � Debt Service Fund,:and within �the Debt Sorvice Fund, �n Intares� � .
� �Account, � a Principal Account, Bond Amortization A�courtt and a Resarv� ,
. � � Account; and ` . . � ,
. � ' d. Rebate Fund. � � � '
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� ,� The designation and establishment of the various f�nds �nd accou�ts �� . j
'. �� . in and by this Oidinance shail not be construed to re�uire the establfshmo�t �
�,,� . of any com�lete�y independenE, self-balancfng tunds as such term is ��
:. y� � �, commonty defined and used in governmentQl accounting, but rAther is � ��
�, intended sofely to constitute an earmarking of certain revenues ar�d assots .;�
�. � . ' for certain p�arposes and to establish certain prioritles for appllcation of �uGh , �. '
�� � - rovenues and assets as herein prov�ded, . � �,
�. � � �� E. Section �7(A) is hereby amandec! to read as follows; �,, . �
.� ��� ,. A. REI�ENUE FUND. The County l�ayments, the St�te Payments � � i
'� ��. and ar�y Ci�y revenues si�alf upon rece�pt thereof b� deposited in the County . ' '
. . Payment Account; thQ State Payment Account, or the City Payments '
� ' � . `�� = � �� Account� respectivoly, in the Revenue Fund, Such R�venue Fur�d shall . , � � ',
� � .� constitute a trust fc�nd for ihe purposas herefn providod and shaiE be kept . �
; � ��separate r�nd distinct fram al� other fun�s of the Issuer and used only for the . .��
�� purposes and�in tk�e manner here�in provlded. � �
..�.'., � 5EC710N 3. PUBLtG NO'TICE, Notice at th� proposed enactment of this , I
, '..Ordinance has been properly �dvertised in a newspaper of general r.irculatian in �
accordance with Chapter 1 fiG.D41, Florida� Stelutes. . , � �
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,� ° ..- SECTI�N �4. EFFECTIVE DATE. The provisians of thls�Ord�n�nco sh�ll take
�. '�� effect upan its enactment, as required by law, � � �� �
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' ' �, � , . PAS�ED ON FIRST READING � � � � , 2Q02
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' � '. � . � PASSED OtV SECOND AND FtNAL .
'� � � . ' : � READ�NG AND AQOPTED. � � . . ' � � � � , 20�2 �
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. � � � Brian J. Aungst � . . �
. _� � � �, � ,� � , . � � � Mayor-�ommlasionar , ,� ' � .
;!�_ .,� � . , � � � . . , : .
:; ': „`.''.: . Ap �roved as to form, � � ' � • Attest; ' , ' �� � � �
i•�4�,... , , - ;� . . � . . ' , , • � , � � , , .
-+ : .
;�. .. ' : �'. Pamela K. Akin ' - ' � ° � , �� � Cynthla E, Goudeat� . � , � , � �
� ; :: .City Attorney . . � . . ` City Clerk . . ' . . . ,
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Clsarwater City Cammission
Agenda Cover Memorandum
W�rksession ucn� rh �
Fin�l A�enc�7 ilem N �
Mceting l7ate: �`� �"�
SUBjECT1RECOMM�NDATION:
Pas� on first reading Ordir�ance No. 7007-02, adding paragraph (91) to Chapter 33, Seckion
33.067 of the�Code of 4rdinance a�ding a new designated slow down mir�imum wake zone off
INr�dward Island on lsland Estates,
� a�d that the �proprfate afficials be autl�nrized to execut�: same, '
SUMMARY:
The Harbormaster was approached by citizens living on the east side of Windward Island wEShing to
ha�e a siow speed - mir�imum wake zone established along their shoreline, the same as th�ir
neighbors t� the north on Harbor Island. Re�resenta#i�es from their community at#ended the May
and June Marine Advisory Board meetings with #heir findings from petitiorts sent to those effecte�
by the wakes. Those surveye�l were asked whether or not they thought a wake zane was
necess�ry. Of the thirty-eight petitions sent o�t,�twsnty-two resi�en#s signed individual petitions
agree;ng to tt�e need for the wake zone to be estabfshed. Two residents said they did not want the
channel changed to a slow speed - minimum wake zone.
Once Ordinance 7007-�2 is ado�ted, the City will request permission from the Fish and WildEife
Conservatian Commission, Army Corps of Engir�eers, US Coast Guard and DEP for the permits to
install the signage necessary to establis� the �xtended wake zone. Pinellas County will f�e asked to
pay for the signs and buoys from f�nds they have for that pUrpose, and tF�e instailation will be
perFormed by SpeeIer Enterpris�s, who has t�e county con#ract. This process takes as m�c� as six
mon#hs. �
Revlewed by: ��
Legal :��
Budget N/A
Purehasing NIA
Risk Mgmt N/A
Suhmitted by:
Ci#y ManaEer
Printed on recycled paper
Info Svc N/A
Publfc Works N/A �
DCM/ACM
Other
Origin�tiQ ept.:
k�
Marine & A�iatid�i
User e
_ Marine & viatian
Aitachments
1, Ordinance 7007-Q2
� 2. Wake Zone ehart
:
❑ Nonc
Costs
Tot�l N!A
Current FY
riaiion Code:
Funding 5ource:
CI
OP
Olher
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t
ORDINANCE NO. 7'007-a2
AN �RDINANCE OF THE CITY OF CLEARWATER, FLaRlDA,
AMENDIiVG CHAPTER 33, SECTION 33.067, CODE OF
ORDINANCES, RELATING TO WATERWAYS AND VESSELS,
TO CREATE A NEW SUBSECT�ON (11) TO ADD A NEW
DEFINEQ AREA �OR SPEED RESTRlCTIONS OF VESSELS AT
ISLAND ESTATES - 11VINDWARD lSLAND; PROV�DiNG AN
EFFFCTIVE DATE. �
BE IT ORDAINED BY THE C�TY C�MMISSI�N OF THE CITY
QF C�EARWATER, FL�RIDA: � �
� Section 1.. Sectior� 33.067, code of 4rdinances, is amended by creating a new
subsection (11},to read: �
Sec. 33.Ofi7. Same-Areas defned.
.. . � (1'�) Slow down - minimum wake zone;. Windward lslancl. A!! waters in
� the following �described area are designated as a slow speed — minimum wake zone: �
� Begin at a point approximately on Palm IsEar�d SE, loca#ed at 27 degrees 59 minutes 07 ,
, seconds north, 82 degrees 48 minutes 46 seconds west, then in a southerly directian
1,60� .yards, more or less, to Private Aids number "5" — 27 degrees 58 minUtes 22
seconds north, 82 degrees 48 minutes 35 seconds west, then in a westeriy direction to
Windward �sland and nort�ierly in direction alon� #he shoreline to Palm (s�and SE, then
approxEmately �75 yards east �rom the shoreline to the p�int of beginning. �
Section 2. Tk�is ordinance sha11 fake effect immed�ately uport adoption. 3
PASSED O�! FIRST READING
PASSED 4N SECOND AND FENAL
READING AND ADOPTED
Approved as to form:
� � ' /�
i3ryc�r. �, t.r�
Assistant City At�orney
Brian J. Aungst
Mayor-Commissioner
Attest:
Cynthia E. Goudeau
City Clerlc
Ordinance No. 7Q07-02
— � --- --- ., .. .. , ...---,..._._...._� .... ... .... .. ........... .. .......h.,.,.�.�.: . . ...�. �. ..,.,.....,......
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Clearwater City Cammisstan
Ageuda Cnver Memorandum
� �
Fin�l A�end�� Item # � � �
Mrefir�� U.�te: (}81�8102�
SUB�ECTIRECOMMENDATION:
Approve Ordinance 7017-02, amer�ding Neighborhood and Affordabte Housing Advisory Board
ordinance to reduc� the number of inembers serving on the I�oard, reduce the number of inembers
necessary for a�uorum, and making ather clarifying revisions.
� and that the approprfate officiais �e authorized to execute sarrte.
� SUMMARY: �
The Neighborhood and Afforcfabie Housing advisory Roard (N,�►HAB} was c�eat�d by Qrdinanc� 5770-
95 to review; monitor & evaluate c`tty programs directed to improving the physical environment &
lifestyle of low to moderate ir�come peopl� assisted by the City's housing and community development
programs; and make r�cammendations to the City Manag�r & Commissivn r�garding such programs.
7he existing NAHAB code calls for a rtine (9) member board who are appoint�d f�y the City Cammission
�or four year terms. A board merrtber car�not serve more t�an two consecutive terms. �n an e€fort to
assist ir� the recruitment and ret�ntion of �oard members this ordinanc� madification cor�solidates four
(4) of the board seats i�to two (2) r�presentative �»emk�ers far a tota! of s�ven (7') board memb�rs. The
ordirtance creates a member that repr�Sents o1�e of the City's N�ighborhood Revitalization Strategy
Areas; combir�es residential builcfing industry and r�sicientia! Eabc�r into on� board member; com�in�s
affordable hou�ing and reai �state into one board member; and creates a seat for a Gearwater Resident at
large.
This modification also contains same clarifying languag� regarding terms o� �oa�d members, members
needed for a quorum and the description of funding sources.
Revlewed by:
Lcgal �
�udge4 NA
Purrhasing NA
REsk Mgmt NA
Submitted byc �
Cilv Manatter
Printed on recycicd paper
Info 1'ech NA
Public Works A
DCM/ACM
Other A
Originating Dept:
Hausing []Ivisipn
Uses Uept.
Atta��menls:
Ord 7017-•02
O None
CastS
Funding Source:
C.p�:la1 lrn�ieare�m�at
nEk�,n�a
o��ur
Ap�ropriatinn Cade:
Total
Rcv. 21�d
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��T._________,.- ��.����
.h �1 R ' � •
ORDINANCE NO, 7017-02
AN 4RDINANCE OF THE CITY OF CLEARWATER, FLORiDA,
RELATING TO TNE NEIGHBORHOOD AND AFFORDABLE
HOUSING ApVISORY BOARD QF THE CiTY OF C�EARWATER;
AMENDING SECTI�N 2.226 TO REDUCE THE NUMBER OF
Iv�EMBERS TO SEVEN AND CONSOLf pATf NG MEMBER
REPRESENTAT�ON; AMENDING SECTION 2.227 PROVf�lNG FOR
THE NUMBER OF MEMBFRS NECESSARY FOR A QU4RUM; AND
AMENDtNG SECTION 2.226 PROVIDiNG CLAR�F[CATIQN QN
HOUSING AND COMMUNITY DEVELOPMENT GRANT FUNDS THE
CITY RECEIVES; PROVI�iNG AN �F.FECTEVE DATE.
� WHEREAS, the propased am�ndments ar� necessary to more �ffectively and .
�, � efficiently carry out the duties and powers of the Neighborhood and Affordable Housing
� . Advisory Board; and, � .
� WHEREAS, #he original cade required a nine (9) member board to carry out the
duties of #he boar�; and,
. WHEREAS, the propos�d amendm�nts reduce the number af board members to
` - se�en {7) �learwater residents representing variaus backgrounds relating t� hot�sir�g and
, � community de�elopm�nt and provides for tl�� n�mber of inemb�rs necessary �or a auor�m;
now, ther�fore; �
BE 1T OR�AINED BY THE C1TY COMMISSION OF THE CITY OF CLEARWATER,
��ORIDA: �
Sec�ior� 1. Sectians 2.22� tnrough 2.228, Code of O�dir�ances, are amer�ded to reacf
as foElows:
Sec, 2,226. Creation; membership.
(1) There is her�by cr�at�d and established the Neighborhood and Affordabl�
Hoc�sing Advisory Boaid of the City af CEearwater.
(2} The baard shali consist af s�ven ��Re members who are �esidents of the city.
Members shall be appointed by ti�e city commission. T�e board shall include the foilowing:
1. One citizen wha is ackively. �ngaged in the resid�ntia! building industry andlar �
#hose areas af �abar enqaqed,in residential buiidinq industrv. .
2. One citizer� wh�o is acti�ely �:ngaged in the ban�cing or mortgage industry.
3: 9r�s-sit��$��-is-a-Feyr$se�ta#�ve-e#-tk�ose-a�eas-ef labo�--e�gaged-��-�io�ae
bail�i�g: ,
Ordfnance 701'7-02
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34. On� citizen wha is des�gnaked as an advocate far !ow incor�e p�rsons.
��5. One citizen w�o is a provid�r af aff�rdable housing andlor a re�l sstate
� professional.
6: C-��e-s��i�e�e-is-a-Faal-esta#e��€essio�a�
��, One citizen who is a resident of t�e one of the Ciky's Neigf�barhood
Revitalfzation Sirateq Ar�as �tor�k�r�eer�waoa�-�4�ea.
68. . One citizen who is a resident of the City so�##��eeRwaod-A��ea.
79. One citizen w�o €s a residen# of East Ciearwater.
Fof the purposes of this subseckior�, the boundaries of t�ie-�ler-#�ree�wvod-;4r�a;-5e��
6Fee�ee�-A�ea; a�d East Clearwater shal� �e as defined by resolution of the city
commission. �
. ' t3) O'f the initial appait�tments, three memhers shall be appoin�ed for a ferm of
fo�r years; twa ##3�ee members shail be appointed far a term of three years; #wo ���ee
members shall be ap�ainted for a term of two years. Thereafter, apPaintments slial! be far a
t�rm of faur y�ars, A member, inciud�ng a member initially appoin#�d �or term of less tnar�
four years, may be r�appointed for not more than one additional ierm. !f a �acancy �occurs,
a new appointment sha11 be made by the city commission for the unexpired term. M�mbers
snal! serve w�thout pay. � '
Sec. Z.227. O#ficers; conduci o� me�tir�gs; staff liaison.
('�) The board shall elecf from its membership a chair�erso�, a �ice-chairperson,
and st�ch.other o�c�rs as the board may �r�d nec�ssary. Eac� afficer of the fooard shall
serve far a term of one ye�rr. The chairperson si�ali nat ser-ve consecufive ierms as
chairperson. �
(2j . i'i�e baard shalt adopt rures of procedure to �overn t�� r,�ndc�ct of iis
business. The board shall hofd a� least one r�gular m��ting every three months and may
h�ld regular meetings more frequent�y as th� board may agree, but not more than one '
reg�lar meeting shall be hefd per month. S�eciai meetings may be called as is necessary by
the ct�airp�rsan, or by any three members, upon not less than 24 haurs written �otice.�A
quorum shall cansisi of the majorlty of the members_currently_servinq �ve-�er�a�e�s. In �he
pres�nce af a quarum, baard business shail be conducted by a majority vote of the
members present and vating, The baard and its members s�iaU comply with the pu�lic
records and public meeting laws and other applicable laws of #he State af F�orida.
2
Qrdinance 7017-02
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(3) The city mana�er shal} designate a city �mp�oyee to serrie as staff liaisan for
the board and to assist th� �oard in the performance of its duties, ir�cluding the ap�oir�tment .
nf a recording secretary to meet the administrativ� needs of the board, Any request by th�
board #ar information, reports, or ather significank wark effarts khat wili reasonably be �
ex�Oected to exceed eight hours of staif time sha11 require th� advanc� app�ova! of the city.
commission.
Sec. 2,�28. Powers and duties.
, The board shail ha�� the following powers and duties; ,
� �. (�) Review the programs of the city whic� are directe� to impr�viny i�� physical
��� . .� environm�nt and lifestyle a� law to moderats ir�come people assisted by the various fed�rai
;�_ � and�state�housina and communitv de�elapmenk Gor��ru�it�-�e�elop�ae�-BIosIE-6ra�
�� � programs the ciiy r�ceives, by: � .
, (a) Assessing neEgh�orhood necds; � .
. , . .
, (b) F'ormufafi�y neigi��or�ood go�ls and ob�ectives; �
� (c) Establishing priorities far pro�ects wikhin neighbarhoods;
' � . (d) Monitnring prog�ams; and , . �
� � , (ej E�aic�ating programs. .
'�, . (2) The mor��toring an� evaluation of programs shall, as a minimum, include the
� foilowing actiuities: . ,
. (a) . Attending and participatirig in public hearings regarding the programs; �
. (�} Rerriewir�g conditinn data;
�� �• (c) Reporting citizen reactions ta projects and �rograms; �
� {d) R�vrewing reports regardirtg projec#s and program activities; �
. (e) R�vIewing goals and �bjeciives and recammending prioriti�s for the order� in
, whic� a�tivities are to be un��rtaicen; and
�.�
(f� R�visw�ng appl�cations for the fu�ding af select�d programs.
(3) Make recommendat�ons to the city.manager and city cammission regarding
such pragrams,
3
Ordlnanc� 7017-02
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(4} Carry aut khe duties of an advlsory cammitte� whet� and to khe extent t�ak an
advisory committee may be required for the various state and federal housir�c� and
community de�elo�m�nt Eor�r���#t�-De�elo�me�t-�Blocl�-6�-�r-r� pragrams th, e crtv recelves.
(5) Those paw�rs and duties of the A#fordable Housing Advisory Corrtm�tkee as
s#at�d in Sectlon 1 of Ordinance 5�90-93, adopt�d July 1, �993.
Sea; 2.229, Remo�al.
(1) The city camm9ssian shaf! have the a�thority ta remave any member of the
baard for misconduct ar neglect of duty. '
..(2} The city manager s}�all have the authoriiy to remov� any member of the
board far excessiv� absence as defined in section 2.066,
Sectior� 2. The Neighborhood Advisory Commitiee and the Affordable HQUSing
Advisory Committee are hereby dissolved upon the effective date of this ordinance, with #he
thar�lcs and gratitude of ths City Commissi�n for th� contribut�ans mads by the members of
the Committe�s, past and present, to the administration of the City. The past and present
m�mbers of the Commitkees who cantinue to be residents af the City shalf be d�emed
eligible for appaintment to the B�ard creatied by this ordinance, and prEvr service ort fhe
Comrnittee sha11 nat disquaEify a member fram reappointment #o a second term on the
Board.
Section 3. This ordinance shafl take effect immediafely upan adopt[on.
PASSED ON �tRST READING
PASSED ON SECOND AND FfNAE.
READING AND ADDPTED
� � . Approved as ta form:
. i' � ,�1} � _.
- -.-:; � -...= -� - � ---.�. .._ .._� _ .--
Jahii Carassas
� � � Ass�stant Cfty A##orrtey
�
Brian J. Aungst
Mayor-�ammissianer
Attest:
Cynthia E. Goucieau
Clty C�erk . .
Ordinance 7047-02
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�' S^'ti',y,il
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Ciearwater City Comm�ssion
Ag�n�a Cflver �ie�arandum
Wurkspssian Iteifi ll: i.:// �
Fiv�al A�rr�d�r Itc�ir� ;V �`_��
1�Iceling Qat��: 818/02
SU �)�CTIR�COMMEN DATION:
Pass on frst readir►g 4rdinance No. 6999-02, amendirtg Chapter 2�, repea�ing 5ection 2�,04 of
#�e Code of Qrdinances, whiah proY�ib�ts any �erson from engaging in the bus�ness of fUrtunet�Ue�,
phreno�ogistr paimist, astrologer, char�cter reader, clairvoyant, divine healer or mental healer for
hire in the �ity,
� and that lhe ap�roprfate af6ltla[s We authorized ta executc samc.
SUMIIr[ARY:
• The current Section 2'�.04 of the Code o# Ordinances prohibits any person from engaging in
the business of fortuneteller, phrenologist, �almist, astrologer, charac#er readsr, clairvoyant,
divine healer �or mentai healer for hire in the City. � -
• Section 21.04 may be in violation of.the free�om af speech �iause af th� Firs# Amendment to
the United States Cons#itution, and it conflicts with Section 2.04(i), f'ineflas Caunty Chart�r.
� Sections 26.241--26.269, Code of P�neilas County, authorize persons to work as fortunet�llers,
psychics, etc. who predict future events, suhject to the licensing pravisions contair�ed in those
sec#ians. The pr4visions appiy i� all incorporated and unir�corporated areas, The provisians
in�oiv� consumer protection.
• Becat�se Pir�e�las County a+�t?�orizes i�divid�als to enr�age in the b�siness of fart�ne#elling
after those persons �ave �andergone a crimina� background check an� after th�y have
complied with other pro�isions, a conflict exists between the city and county ordinances.
Section 2.04(i}, Pinellas County Charter, s#ates that in the ev�nt of a conflic#, the county
ordinance shall prevail over a municipal vrdinance concerni�ng regulations involving
cor�sumer prot�ction.
Revfewed by: �
Legal Info Srvc . NI A
Budget A ' publfc Wl�rks NI
Purchasing N/A � DCM/AC:M
Risk Mgmt NIA �lher
,,
Suk�mltteci by: �
C3ty Mnnagvr ,
i�rinted on racyclad paper
Ori�inatfng Dapt.:
I.ogat
llsar popt.,
l..+�gul ._
Attact�mants
1. �rd{nancQ 6999-p2
C] Hone
Casta
N! A
Current FY
riation Coc#o:
Funding Saurco;
C1 _
�P
Other
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i� '�. ORDINAwCE NO. 6999-Q2 , �
.�� � � AN ORDiNANCE OF THE CiTY OF CLEARWATER, .
�-- � � FL�RIDA, REf..ATING TO FORTUNE TELL�NG,
. " � . - . 3 � PHRENOLOGY; PALMISTRY, ASTROl.OGY, �
- �, .� CLAIRVOYANCE, DIVINE HEALING, AND MEN"("Al.
� .� , � � HEALING; REPEALiNG SECTION 2'i.04, CODE OF .
, . ORDINANCES; PROVfDING AN EFFECTIVE DATE.
� BE IT�ORDAINED BY THE CITY COMMfSSION OF THE
' � � CITY OF CI.CARWATER, FLORIDA �
�� . Sec#ion� 1: Section 21.04, Code of �rdinance, whic� reads as follows,
, � ,' is hereby repeaied: . � .
' � � . Section 21.04. Fortunetelling, etc.
:, . ,
: • �� lt �shali be �nlawfuf for any person to engage in the business of fortuneteller,
. ph�reno�ogist, palmist, astrologer, character re�de�, clairvoyant, divine healer or
.. ,�� merital healer for hire in the city.
;, Section 2. . T�is ordinance shall take eifect immediately upon ado�tiort.
� , � � . PASSED QN FIRST READING ., � � .
' � PASSED �N SECOND AND FINAL
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Appraved as to form: � .
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Robert J. urette , '
Assistant City Attorney
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Brian J. Aungst
Mayor-Cammissioner
� � Attest:
, Cynth�a E, Goud�au �
City Clerk ,
Ordin�nco Na. 8fl�3fl•D2
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. �;' . � . � : � , . COMMISSI�IV .
. To: t .Mayar and Commissianers � � � , � ' , ,. �
. � Fram: ' Commissioner 611i Jonsor� � , , AUG = $ �'2Q�i � �
` , . � . Cc: ,' � � . Cy�dis Goudeau, City Clerk � . � � �R �ss • � �
� � Re: , Commission Polici�s �� � CL�RK / ATFORNEY :
�. . Date: ., � August 8, 2002 � � � . � . . .
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��� �. AttacY�ed are my commer�is relative to the Commission Policies discussEor� at tonight's m�eting. �
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Commission Policies 020808
Raud Milluge:
Existing I.ang�uge:
E. '�'en-Xes� itnad Resurfacing Cycle. In arder to maintain the City's streets in
keeping with C�earwater's standards the Commission will attempt to maintain a
.10-year cycle for resurfacing roac�s by allocating funds for t�is purpose in the
annual budgeE process.
Comments: �
.' • 1. Focus is only an raad resur�acing �
� 2. Uses the words "Commissian will attempt to m�incain a 10 year cycle"
Current Draft Prapased Lar�guage: '
G. l�oad Mil�age. Tt is a poZicy of the City Cammissinn to establish a millage levy
. in order to mair�kain the City's streets, and bridges in an ef�ort to maintain a lU-
�� year replacement cycle by allocating Funds far this purpase during �he annu�l
, budget process. �
. � Camments: .
� � 1.. Focus changes to streets and bridges ' �
2. Establishes a policy "to establish a millage levy in order to ... maintain a
�0-year replacement cycle". .
� 3. Lnplies that s�reets and bridges would be replacec! every 10 years.
4. This wording excludes sidewalks, which this past year used over $1
� Million of Road Millage funds.
Suggested alternative:
G. . Road Miilage. Tn order ta maintain the City's sidewalks �nd streets (inc[uding
curbs and brid�es}, a roact millage will be designAted as part af the annual budget
proc�ss. Priarities will be determined on first on functiana! and safety
considerations. Road Millage may be used for aesthetic repairs.
Comments:
1. In�ludes all street related components including sidewalks, curbs and
, � ` bridges,
.� �. 2. Eliminates che "arti�cial expect�tion" of a f 0-year res�rf�cing of streets
'� ' whether they necd it or nat.
�� .�� 3. Establishes the priority far repairs And allaws {but does�not rcquire}
repairs far. aesthetic purposes.
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, � Commission Palicies 0208Q$
� . RoAd Mi�lage: � , .
Existing Language: . �
� . E. Ten-Ye�r Road Resurfacing Cycte. In order tn maincain thc City's streets i�
keeping with Clearwater's star�dards t�e Commissian will attempt to maintain a.
� 10-ye�,r cycle for resurfacing raads by alIacating funds for tltiis purpose in the
' � ar�nual bu�igat prncess. � .
. � Comments: � �
. 1. Focus is only on road resurfacing �
2. Uses the words "Commission will attempt�to maintain a 1D year cycle"
Current Dr�ft Propased Language:
� �G,� Ro�d Millt�ge. It is a paiicy of t�►e City Commission to establish a millage ievy
, ir� order to mainta'sn the City's streets, anc� bridges in an effort to m�intain a 1�-
,� ye�r repla�ceme�� cycle by alIacating f�snds for tl�ls purpose during t�� annual
budge� pracess. � � �
.. � Commenfs:
i. Focus changes to streets und bridges
2. Estnblishes a policy "ta establish a millage levy in order to ... maintain a
IO-year replacem�nt cycle". , ,
3. Implies tt�at streets and bridges would be replaced every 10 yeaz•s.
�, 4. This wording excludes sidewalks, which this �ast year used over $1
, Millian of Road Miliage funds.
Suggested ali�rnative: .
' G. Rpad Mill�ge, In order lo mai�ttain the City's sidewalks and streets (including
curbs ar�d bridges), � ro�d milluge wi�� be d�signated as p�rt of t��e a�nn�a1 be�dget
process. Priarities will be determined on first on functional and safety
cansiderations. Road Millage m�y be used for aesthetic repairs. ,
Comments: � � �
� I. Includes all street reltited �omponents including sidew�lks, curbs and
� bridgcs. ' .
� 2. Eliminates the "artificial expectatian" of � 10-year resurfaci�i� of strcets
�� whether they need it ar not.
3., Estublishes the priority for repairs and allows {but does not require)
repuirs for aesthetic purposes. ,
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� '' . . Persanal und or Con�dentiul m�il � - . � �
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. � Existir�g Policy: ; ' . � ' . .
,� � City Commission Policy L: Dist�ibutian of Cammissian M�il � � .
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Mail with the wards similar to "Personal", Conf�dential'.', ar "Far the Ac�c�ressee Only" .
, � , will be delivered unapened to the �ddressee � , � , � . .
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� . � Proposed Policy: �� � � , ' � � � ' � �
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- ,� . M�il rec�ived at Cit Hall for a Commissianer with the wor�is similar to "Persona!", �
�'''. • . Confidentiai" or "Far the Addressee Onl " will be o ened b the Commission Assistant � '��
. � Y .1� v �
.• , wha wi�f determine if the masl is related to official City business. Tf related to official f,
`:' �. �, . City Business it will be distributed_in_the normal manner. If unrel_at_ed_to official_Citv
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business it wili be reseal�d and delivered t��e� to the �ddressee.
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. � � Camments: . I,
' � 1. Applies only to mail received at City Hall, a public place of bussness. - I,
2, Applies only to Commissianer's mail - public officials , I
� , 3. Advantage: one persan, Commissior� Assistant, consistent[y determines what is ;
� . Official City Business. , � �
4. .Advfin�age: speeds the distribution of official city mail. No delay in sending to a . �
.. r cammissioner and then back if needed.
5. Advantage: elimir�ates a possible perception that ma's1 marked in this w�y could
��" � be used to bypass the Sunshine Laws
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i , � Strcet Tree Program - . � � . � ' �
�' . �� , . �Land.Development � . � . �
� FxistEng: � � ' � � � .
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. I. •'Landscaping of City Roads, Whe��ever possible, landscaping will be a part
�� � � � � af City ra�d and street improvemenVcanstruction projects.
. - � Prop�sed: . . � � . ,
�.� ,' I. Landsc�ping of City Rpads. Whenever passible, landscaping will be � part of
�; � City ma� nnd street improvementiconstruction projec�s. T�e Citv will implement
`S'' �.� , � and mainc�in an on�oin� street tree nro�ram to eiicourage the development of
�', ��, ' �, tree=s�aded roads where sQace is available in the public ri�ht-of-wav.
.i � '
:j�'� �� � ' � . Camrnents: , � '
� � � • �� � � 1. The propns�d language will "ericaurage" �ot "mandate" the development of.
E'; . . ,
� y. . � � . . � . tree-shaded roads. � . �
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;; .'� ;.• �'. . �, 2. The propased language is Yimited to "where space is available" a�raiding
,��'�: :,� , �, ut��ity wires and safety cancerns of adequate visibi�ity. '�
�;_'; ,_ �. , 3. The City Commission recently adopted a Visian Statement �ontaining the
;4 ' � ' foiIowing words: . � �
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��;�: ��: ,� � , � a. "uniquely.bcautiful" � � �
., �� . . .
.�, " b. "A safe, cle�n, green enviranment" '
� � � ' � � , , . c. "Safe, comfortable, walkabie tree lined neighbarhoods" .
` .� " 4. Communities like St. Petcrsburg have emharked on aggressive street tree
� � � programs to create canopy roads and to visually demonstrate that the city
� � �� cares about itself.
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� Land Development , .
� ' . Existing; � � , � , '
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� � �, I. Lundscaping of City ftoads. Whenevcr passiGle, landsca�ping wi11 be a part . �
� ,� � � of City road and street impr�vemsnt/construction projects. � .�
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� , . � Proposed: � . . � . . �
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�;. ��� �. Landscr�ping of City Roacls. 'Whenever passible, Ianc�sc�ping will be a part of ,;
� ; . . City road and street im�rovcmenVconstruction �rojects. The Citv_will imr�lement
. �• � and mai»tain an on�g street tree pro�ram to encaurage the development of ;
� � '. : tree-shaded roads where space is available in the_public ri ht-o�wa� �, ' ,�
�
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.... � . . Comments: � '
�' � � 1. � The proposed language.will "encourage" not "mandate" the development of ?�
� ' �tree-shaded raads. � � . � . , �
��..:� �,.'. �.�. 2.' The proposed language is lixnit�d ta "whcre sp�ce is availabie'"avoiding f
�, , , ��� . utility wires and sa%ty concerns o€ adequate visibility. . ;
�, � � ' 3. The City Cammissiar� recently adapted a Visio� 5tatement containing the ' ''��,
. " � � � following wards: , ' ;j
�' � � . � � � a. "uniquely bsautiful" � ��
� ' �: , "A safe, clear�, green environmenc" . � �
- � � . ' . " c. "Safe, com�ortable, walkable trce lined neighbarhaods" �f �
.-' ' 4. Communities Iike St. Petersburg have embarked on aggr�ssive street tree
. , � � programs to create cariopy roac�s �nd to visual�y demonstrate that the city
- � � cares at�out itsetf. .
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�, . . Worksess�or� ffem #: �}
� C1EaT'Watel' C1� CU1711n1551C}17 � ../
� ' � �Agenda Cover Memorandum Finai Agenda Item # �%c�� �
. �. M�ei�n� oat�:
� Sl,�BJ�CTlRECQMIVIENDATION: � �
� , App�ove City Commission Policies � ��
C� and ihat the a ro riaie ofiicials be aulhnrfzed to execute same. �
SUMN�r4RY: The attached Commissior� PolECies ha�e been revised to incorporate direction
provided at.#he A�gust 5, 2402 work Session. � � �
The three issue� upon which .a separate votP has been reques#ed are: .
��: � 9) To include sidewalks and c�arbs in the Road MilEage Po�icy.
, 2) Thai mai) addressed as Personal andlor Canfidential be opened by the Commission �
' Assistant #� determ€ne if t�e item is not reiated to city business.
.� 3) To add �the foliowing to Landsca in � of Ci roads: " The City will implemen� and ma�ntain
an or�going street #ree program fo encourage the develapment of tr�e shaded roads where
:.��� space is availab�e in.the pubic right-of way."
� . .
' . . ,.
' Revlewed ay: . OHglnating Dop�:
t_ogal {nFa Sn+c C#ty CommEaaion
� 8�� Publlc Works Uaor �ep�.:
• . Purchaa(ng - � DCNUACM � .
Rlsk Mgmt , pther Attpchmenks Policias
8ui�!r�itted by: , �
..•� rl Nnna
CostsWA
�'aa�
. F�tndin� Snurco:
Current FY CI
� � OP �
. ' Clther �
�µ��_.'._— -- � I . . , . . ,... -. - , . . . . .�_. I
��
,
".
. � y,. .
c��r caM�iss�oN PouciEs
TABLE 4� CQNTENTS
Boards������\Y�//��\��������������/�����\����►►�Y��������1�������{����������I���������\1������1���������� Pag e s 1-2
Rep�esentative Balance .....................................................................................1 A
AdHoc Committee ............................................................................................. 9 B
City Repcesentatives an Non�City Boards ..........................................................1 C
Non-Bo��d Business Func�ions Sunghine Law .................................................. � D
Specia{ Request..�� .............................................................................................1E
lnput to Qth�r BoardslGommittees ..................................................................... 1 F
�.etternead .......................................................................................................... � G
Campaign Msteriei During Meetings ..................................................................1 H
Inputto Advisory goards .........:...........................................................................'� I
City Representa#tvas on Non�City Boards ....................................................:......9J
Adv3soryBoard Dir�ner ....................................................................................... 2K
Budget................................................................................................ Pages 3-'12
B�lanced Budget ................................................................................................ 3A
Ma'tnten�r�c� o� Cap�ta! P�ant and Equipment .................................................... 38
Budget f�eview Process ..................................................................................... 3C
Budgetary Posifion Contro( .............................................................:...................3D
Genera� Fund Resarve ...................................................................:................... 3E
CapitaE (rnp�ovement Budget and Capital �mprovement Plan ............................. 3F
RoadMiftage ......................................................................................................3G
Enterprise Funds ....................................................................... .....�4H
....................
Enterprise Fund iransfer Payment ......................................................................41
Intarfund Admtnistrative Gl�arge ..........................................................................4�
�n#erFund Otne� Service Gharga ......................................................................... 5K
CRA Contribution to Gensral Fund .....................................................................5L
SpecialE�ents Fe� ............................................................................................5M
Accounting Proc.edures ....................................... .............................................. 5N
Reviewof R�#e Schedu�es .............................................. �..................................5�
Review,of Annual Audit ...................................................................................... 6P
fnvestmentPoficy ...............................................................................................6Q
Lease Purchase of Majar Capi#al Acquisitfons .................................................12R
He�lth fnsurance S#abilization Fund .................................................................12S
CityCommiss4on..............................................................................Pages 13�z6
Reaolutions............................:.....................................�....................................13A
Praclama#ions ..................................................................................................138
Representation on 0oards ................................................................................13C
Citizanlnquiri�s ....................................................:...........................................13D
Departing Commissianers' Gifts .........................................................:............. 't4E
Travel...............................................................................................................14F
FundRaiser ......................................................................................:...............14G
5teffProjects ....................................................................................................14H
Annueldinne�s ............:.....................................................................................14 I
Televising Cammiss�on Nleetings ......................................................................14J
Ir�farmation Avaiiable to Public and Press ... ...... ... ... ... ... ... ... ... ... ......... ......15K
Diefribufian of Commissian Mail .......................................................................15 L
StratetgicP�enning ...........................................................................:...............16M
' ��
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. ... . .. . , , ',V �ki, ..
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,
City�mp�oyees .................:.........................................................�...........,Page �7
Par�i�ipating in Ay�f�ons..� ....................................................�,............................ �7A
R�imburaement of certain m�ai event .....................................................�78
GeneralAdminist�ratian .....................................:........:..................... Pages 18�79
Application Fee Wai��rs ...................:...............................................................1 SA
Sparkling Clearwater ....:...................................................................................18B
Dre�ti►�Strset Banner.....,........ ............................................................................18C
Fi�e Lanes ........................................................................................................19D
� Cvpyright Fees..� ........................................................................................�..,,..19E
Renswal...........................................................................:................:..............19F
� Stationery ....................................'.................................................:...,...............19G
Welcame Letters ..,.... ................:............�,......... ................................... 99FI
....... ......
Citizens ta be Head Response ............................................... .... ..................19 I
...,
Special Event Sfreet Closure Limifati4n ............................:..............:................19.�
.
. Land D�vel�pment ...........................................................................Pages 20-21
r4nnexatrQn Agreements ........:...........�,.........,........:................................,.......... 20A
Subdivisiorl Monumen�s ..........................................................:........................ 2DB
Petit�ons for Annexation ..................:.........................�.................�...................... 2DC
' Easement — US 'f 9 ...............:...............................�.�.......,......,...................,........ 20D
Landscapsng of City aoads ............................................................................:. 2�E
i�ar3ts £� Recreation Card to Annexing Praperty ............................................... 20F
Waiverlreduc�ion o€ L�ens ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... :.. ... ... ... ... ... ..2'� G
Legal\���/1���/A��H{\���\������H�����YN��H��Hi�f��/����\��{�ft������ll�l�fff����//Hf��I11�/l�ff1��1�1�1�� Page 22
CaseRepor#s ...� ...................................................................................... ... 22A
Lelaure.....................................................................................,,........,... Pages 22
Hoiiday Decorations .......................:................................................................. 22A
Library Donor Naming Recognitian ... ... ... ... ...... ...... ...... ...... ...... ...... ... ... .. �28
� ii
ti.
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c��rY cor�n�z�sro�v �o�,�c�r
� � .;.
. . 13Uf��tuti � :.
. •. :
,
A. Representati�e Balance. Vllhen making appointments to a board, the City
Commission will strive to assure the board has a balance of race, gend�r
and geographicai area af ihe Ciiy represented.
B. Ad Hvc Comittees. Members of boards may also serve on Ad Hoc
committees or Task Forces.
C. City Representati�es on Non-City Boards. Individuals appa�nted by City
Commission to be the Ci#y's re�resentatives on non-City Boards w�ll serve
no more than three consecutive terms.
D. Non-Board BusEness Functians - 5unshine Law. In order to efiminate
the possibility or appearar�ce of violation of the Sunshine �.aw, a�l boards
�nd commitkees appainted by the City Commission a�e r�qu�sted not to
� schedule luneheons or ot�er non-board business funckions.
E. Speciai Request. Requests for special reports on pro�ects will require
Commission or City Manager's approval prior to staff commencing efforts
in this regard.
F, lnput �o Other BoardslCommittees. Upon majority approval, a board
may advise other boards or agencies regarding its position on issues but
may not represent that position as City policy.
G. Le�#erhead. Advisory B�ard fefferhead may be used and s#aff assist when
correspondence is writt�n on hehaif of the entfre board. Letterhead wil�
' not be used by ind�vidual memhers expressing individuai opinions and
concerna.
H. Campaign MaEeriaf during MQetings. D�cing City Commission and board
meetings, baard members wilt nat djsplay rnateriaf supporking or opposing
candidates or issues on any election ballot.
I. �nput to Ad�isory Boards. Staff wili assure that inpu# to advisory boards
regarding issues also coming be�ore the City Commission is noted in the
City Comm�ssion's agenda items.
J. City Represent�tives on Non-Ciiy Boards. City Representatives on
rtan-City boards shall keep the City Commission infarmed of the activities
of the boards by providing annual reports �nless more frequent reports are
requested.
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��. �� � � Advisary Board AppreGatian Dinner may bring one gueat. Members �,
;:� �: ��. �, � should at�end at least one m�oting pr'sor to being �nvited to the annual
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.. • Z 4
.- -
CITY CUI�M�SS1Ui� POL�CY
I3UUCf�'!'anci i��iNtlN(::is
. ��,�r����-
:� ��,4�
: ��. . � .;�.���
f.'' .,^. .. +
��ATE���'���
A. Balanced Budge�. �i is a�olicy of the C�#y Commission to adopt a
baianced budget �ar all funds. The City wili avoid budget and accounting
practices that balance the budget at the expense of future budgets. The
City wil! also avoid budgeting any unrealized investment gains due to the
City's practice of h�iding investments until maturity.
B, Ma�ntenance of Cap4tai Plant and Equipment. �t is a paiicy of the City
Commis�ion that the City's budget will provide adequate funding for
maintena�ce ot capit�� plan# and equipment and ihe funding for their
ord�rty replacement.
C. Budget Review pracess. lt is a palicy of the City Commission #o bQ
provided with a quarterly budget report comparing actual v�rsus budgeted
revenue and expense act'svity. �
D. Budgetary Pasition Contrvt. �t is a pof"scy of the City Gommissian that
the totat number of pe�manent full-time and part-time pvsitions �full-time
equivafen#s) approved in the annual operatir�g budgei may not �e
' exceeded without prior approvat vf the auti�ari�ed s#affng level.
E. Genera4 Fund Unappropria#ed Retalned Earr�ings. 1t is a policy of the
City Comm+ssion ta maint��n a Genera� Fund reserve equal to 8°� of the
subsequent year's budgeted expenditures as a contingency fund to meet
unant�cip�ter� �nancial needs. Shvuld funds in excess of 8°� be avaita�le
in any fiscal year, these funds shall be identified as available, and may be
appropriated by the Commiss�on �or specific Capital improvement Projects
or ot�er one-time needs.
!n addition, #he City Commission will maintain an additional Genera4 F+�nd
reserve equa! to '/z°rG vf the subsequent year's budgeted expenditures to
fund unanticipated retirements of General Fund long-term employees
during fhe given fisca� year. Any appro�riations approved by the Ci#y
Manager during the year, far this purpose, will be noted in the City
Manager's quarterly budget report.
F, Cap�tal lmpro�emenk 8udget and Capital Impro�ement Pian. it i� a
policy of the City Commission to adopt a six-year Capi#al Improvement
P�an and Budget which summariz�s the project scope, estimated cost
estimates by project, rnethod of financing, and anticipated operating costs
of each project.
G. Ro�d lMi��age. it is a po�icy o# the City Commission to estab{ish a millage
fevy in order ta ma�ntain #he CiEy's atreets, and br�dgea in an effari to
maintain a'i(? year replacemei�t cycle by allocating funds for this purpose
during the annuai budget process,
�
�-
�
,� .,. . r . �
H. Enterprise Funds. It is a policy of the City Commission that al! �r�terprise
Fund operations shall be selF-supporting, and shalf pay administrative and
other appropriat� service charges to General Fund Operations for support
at a level determined by the City Commission.
i. Enterprise Fu�d Tran�fer Payment. It is a policy of the City
Commission that the specific enterprise o�erations designated by the Cify
� Commis'sion �hal! annual�y tr�nsfer #o the Generaf Fund an amount
determin�d appropriate to be considered reimbursemont in lieu of taxes.
ApriJ '1989 policy adop�ed by cvmmissroners esfablrshed this rate at
4.5% of prror-year gross rPVenues. This proporfronafe rate was
adopted to accommodafe growth, and replaced prror years' policy
of a prescribed dollar contribution.
Upon adopiion of fhe Gas Sirategrc Plan in �sca! year �995/96, the
Commrssron agreed to replace the Gas Support confrrbution with a
franchise fee fmm natural gas cusfomer accounts payable fo fhe
General Fund. This, in combination with ihe Gas dividend, vffered
fh� General Fund the same Ievel of support as fiscal year 199a/96,
!n 5eptember 2000, with the adoptian of ihe �20Q9/02 Annual
Op�raring Budget, ihe Cify Cammission expanded ihis policy,
which har� previously been imposed only on the uiilrty enterpri�es,
to include an annua! paym�nt in lieu of faxes from fhe Marine and
Airparlr Fund. At the curr�nt frme, ihe Parkrng Fund has not been
imposed such a payment.
J. Interfund Administrati�e Charge. It is a policy of the City Commission
� that an allocation sha!! be made annually distr�buting the costs for
adminisirative suppo�t depa�tments among a!I operatEng depar#ments.
This distribution shall �e propottionately based on #he operating
depar�ment's annual budget, and shall not be charged to General Fund
� departments.
Upon adoption of the Gas Strategic Plan in fscal year '�995196, the
�ommission agreed to mair�tain the same cf�arge for administrative
support f�om #he Gas Fund for fiscal year 1995l96 which wil� be
increased annually by est�mated the cost of salary increase index
(fiscai year 2001/02 - 5%}.
� Beginning in �scal year 2��9, the Gity Commission approved an
adjustmenr fo fhe Gas Fund charge increasing the charge by
�325,000 over fhe compufed amounf to bring the Gas Fund more in
line with ihe proporfionaie amount calculafed in the same manner
as ihe �ther Enterprise Funds.
Due to ihe narure of fhe Harborview Fund, this enterprise operafron
is not charged thrs fee.
�
4.
�
.,..,._...._
, � :��
K. Interf�tnd C3ther Service C�aa�ges.
thak #ha cast of services� provided
General Fund Departments shall
� Enterpr�se Fund,
�t is a poltcy
to Enterprise
be ch�arged
ofi t�e City Commiss#on
Fund Departments by
to, and paid by the
L. CRA Cvnkr�6ukion �o General Fund. It is the City�S F}OltCj/ th8� S@r11iCB8
pro�ided for adminisfrative suppori to fhe Communify f�edevelapment
Agency {CRA) by City employees �hall be reimbursed to the General
Fund, Such reimbursement shaki be approximate actua! casts incurred by
#he department, together wi#i� any associa#ed costs,
M. Specia! Event Fees, The Special Events Committse will review
applications for use of City b�aches, �idewalks and rights-of-way.
Sponsoring or�ganizations wil! be rvsponsilale for the costs of Ci#y services
needed in conjunction with the e�ents.
The City Commission will w�ive a11 fees and r�lated char�es for City
sponsored or co-sponsored events, including, but not ltmited to Fun 'N
Sun, .lazz haliday, July 4#�r, Turkey 7rot a�d Martin Luther King Parada.
There shai� b� an annual review of Ciry sponsor�tl/ca-sponsared e�ents
during th� budget process. An agenda sfem con�irming co-sponsorship
and waiuer of fees for those events approved in the budget will ho broughE
for City Commission approval at the beginning of each fiscal year.
tn the e�ent additionaf monies are requested beyond what is included in
th� approved budgei, City Commission �pproval wiii be r�eeded befofe
said addttiona� funds are disbursed.
N. Accounting Procedures. lt is a policy of the City. Commission to
establish and mainfain a standard af accounting practices on a basis
consistenk with Generally Accepted Accounting Procedures {G�1AP}, ar�d
the Govemmental Accounting Standards Board (GASB), and the standard
ptactiGes of iho Government Financo Of�rcers Assvciation o� the Uni#ed
States and Can�da (GFOA). ,
The City will also comply v++�th the rules of the Auditor Ceneral and the
Uniform Accounting Sysiem as required by the State of Florida,
O, Re�iew of Rate Schedu�es, I# is a paiicy vf the CiEy Commission to
re�iew retv schedules of the City o# Clearwater at a minimum of every 5
yeara. The purpose of the review will be to asaure rates are set 'sn a
menner to be iair and equ�#ab�e whi�e covering the City'S cost to provido
the service,
Unrestric#ed fund balanCes (worising capltal reserv�s} shoutd be
maintained at a level equiv�lent t� at least three manths' operation and
maintenance expense.
4. �
P. Review af Annual Audit. It is a policy of the CEty Commission to have a
. Certifi�d Public Accounting firm perform an annual audit on all ofi the City`s
funds, A work session will be held each year within fi0 days of the release
of the ar�nua! iinancia� audit of ths City. At that t�me, th� overall financia(
cond�tian of the City and its enterprise funds will be reviewed.
Q. In�estment Poficy.
{1) SCQPE
The statement of investment �a{icy and
investments of ihe City's pooled cash,
investment baE�r�ces of the �oil�wing f�nds:
� • General
• Special Revenue
� - • Debt Service
. � • � Capital Projects
� � • Enterprise
� " ' • internai Serriice, Funds
� � • Tnast Funds
c�uidefines appiies to all
which includes cash and
�' � The policies se# forth do not apply to the Employee Pension and
� . Deferred Compensation Funds of the City af CleaEwater, deposits for
� ' defeased debt, or ass�ts under Bond Tnast Indenture Agreements.
�
42) INVESTMENT OBJECTIVES
A. Safety of principai is regarded as t�e htghest priority in tt�e handling ot
' � investments for the City. All other ir�ves#ment objectives are secondary
r to the safety vx capital. Each investment transactEOn shall seek to first
�ensure that capital losses are avoided.
From time to time, however, securities may be tradad for other
similar. securities to improve yield, maturity or credit risk. Far these
transactions, a loss may be incurred for accounting purposes, providing
any of the fo��owing occurs wi�h respect to the r�eplacemenk sec�,rri#y:
• The yield has been increased, or
• The maturity has be�n �-educed, or
� The quality of the investment has been improved
B. The City's investment strategy will pravide sufficient liquidity to
meet khe City's opsrat�ng, payroll and capital requirements. . To
'' actaompliah this the porifolio wil� be "laddered" vuith maturates each
month except for those months in which signifcant Ad Valorem taxes are
�� received. To the extent � possi�ile, the City will attempt to match its
. � .
�.ti._,, .., �..- , - �-- ` . . . . .
�.
,
, `!�'v � ,
� ��f'. . . . .. � , . .
investmer�ts wi#h anticipated cas#� flow �equirements. Unless matched to
' a specific cash flow re�uirement, the City wi1! no# directly invest in
securities mat�r�ng more than '! 5 years from the da#e of purchase. And
unless, specifica��y matched against a debt ar abliga#ion r�oi more than
'�0% of the Porffolio wil� have a maturity greater t��n �0 years. �
��. , C. The City's inve�tment portfoiio shaif be designed with the objective of
attai�ing a mark�t rate of retum throughout budgetary and ecor�omic
� � . - cycles, tafcing into account the City's investment risk cons#raints and the
. � � , cash flaw characteristics of the portfolio.
�3) P'�RFORMANCE MEASUREME�iT ' � �
The �enchmar�k yield for the operating portfolio will be the weighted .
a�erage yiefd determined by �sing the following maturity distributior� and
t�e rela#ed U.S. Treasury yields, Treasury yietds are con�ider�d
benchmark for� riskless investment transactior�s and, ther�fore comprise
a minimum s#andard for � the operating portfolio's rate af �eturn. The
investment program sMall seek to augm�nt retums above this threshol�d,
coR�istent wiih risk limitations identi�ed herein.
A��rage Treasury R�tes Percentage Distribution
Overnight rate
3 manth Tr�asury B�ll rate
6 month Treasury Bill ra#e
1 year Treasury F3ill rate
3 year Treasury Note rate
Total
25%
20%0
15%
20%
21D°/a
1QQ%
�4j PRUDENCE �AND ETH�CAL STAMDARDS �
T�e st�ndard of prudence to be applied by #he inves#ment officer shall ��
the "Pnad�nt Person" rule, which states: "Investments shall be made
wi#h judgment and care, under circumstances #hen prevailing, which
persons of . prudence, discret3an and intelligence exercise in the
management of their own affairs, not for speculation, but for investme�t,
cansidering tl�e probable safety of their capita! as well as the probab�e
income derived." The "Pru�en# P�rson" rule shall be applied in #he
context of managing tl�e overall portfolio,
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�5y AUTHC�RIZED INVESTMENTS
'k. The City shall limit investments, as authorized in Florid�
Statutes to:
�. Direct ob4igations, ihe United St�tes Treasury.
�nvestments in this ca#egory would include but noi be 4imited to the
#ol�av�ng: Unifed States Treasury Bills, Nvtes and Bonds, and securities
issued by ths Smafl Dusiness Administ�aiion, GoverzZment National
Il�iortgage Assaciation (Ginnie Mae), Ve#arans Adminisiration, and
Feder�l t�ousing Administration.
b. Federa� Agencies and instrumentalities. lnvestments in
this category wauld include but not be limited to the folEawing: obligativns
af the Federa! Home �oan Banks System (FHLB) ar its distinct banks,
Financing Corporation (FICQj, the Federai Farm Credit Bank, Federal
N�tiaraal Mar�gage Association {Fann�� Mae}, Federal Home Loan
Mortgage Carporation (Freddie Mac), Student �aan Eili�rketing
Assaciation �Sallie Mae), Financial Assiatancs Corporation and Federal
Agriculture Mortgage Corporafion (Farmer Mac),
c. Securities and Exchange Commission registered
money market funds with the hEghe�t credit quality rating from a
r�atior�ally recognized rating agency,
d. Interest-bearing time deposits or savings accounis, in a
quali�ied Pubiic Depositary as de�ned fi s. 2@Q.02 �S. .
e. . pebt is�uad by the State of Florida or any paiitical
subdivision thereof inc[uding pools.
f. Securities of, or oth�r in#erests in, eny open-end or
closed-end menagement-type investment company or inves#ment trus#
registered under the lnvestment Company Act af 19aD, 95 U.S.C. ss.
8Q�-'4 et seq., as amended ftom tsme ta time, provided that tho portfolio
o�' such investment company or investment #rus# is I#mite� to
obligations of the United Statea Gavemmont ar any agency or
instrumente�ity thereof and !o repurchase agreaments fuiiy
� col�a#e�alized by such United S#ates Gvvemmen# obligations, and
. provided ihat such investment company or investment trust takes
delivery of . such colkateral either directly or through an authorized
cusfodian, Repurchase Agre�ments and reverse repurchase
ag�eem�nts col�ateralized by securitids otherwise authorized in this
poficy. �
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g. The Local G�avemment Surplus Funds Trust �und or
any interflavemmental investing poo} autho�ized pursuan� to the Ftorida
Interiocal Cvoperation Act as provfded in s. 163.01.
� h, Commerciai paper of pr�me quality af the highest let#er
and numerica) rating as provided for by at lea5t one nationally recognized
rat�r�g service.
{G) Matu�ity and Liquidity Requirem�nt3
A The C�ky will attempt to forecast expected cash ouiflows and
ii�flows by major categories. For months that the outi1aws exceed inflows
th8 City will hava investments, matur�ng that month in excess of the
forecasted deficits.
� B. , As stated abQVe the City will ladder i#'s matu�ates so that there
� are maturates each month wfth the exception of months when the
. majarity of Ad va�orem taxes a�re rece�ved. �
C. The City will attempt to keep the weighted average maiurity to
three years or less. Due to m��ket condittons and cash needs the
�verage matur�ty may temporarily be greater than thr�e years but no
greater than four years.
(7} Port#alio �ompositian� Rjsk and DiWersiflaation
Ass�ts heid sh�{i be divsrsified to c:ont�ol risk of �oss resu�ting from over-
c.�ncentra#ian of assets in a specifc rnaturityr 1$SLI9�� instrument,
dealerlbroker, through whi�h these instruments are bought ahd sAtd.
The following maximum limits apply ta the port€osio:
Mafuri#y date
Specific issuer
Cvmmercia[ papQr
10°/a Specific instrument 8°�
4�% Speci�c dealerlbraker 33°�
25°/4 CMas and REMIC 3�%
Diver�ificatinn atrategies within the established �guidelines shall be
reviow�ed and revised periodica�ly+ as necassery b� tha Investment
Committee.
[8) Author�zed Investment fnstituNans and Dealers
A. Banks � Certi#icates of depostt purchased under the authority of this
poiicy wi�� i�e pur�chased oniy fram ��raiified Public Depositor+es ofi tha
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State of Florida as identified by the S#ate Treasurer, in ar.cordance with
Chapter 280 of th� State 5ta#utes.
B. Brokerl0eater Appro�als and Limi#ations - Time, practicality, and
general business constraints �imit the number of investm�nt relationshi�s
which can be managed on � a regular basis. f� most cases, normal
in�estment activity will be limE#ed to no mare than ten dealer
� relationsh�ps. A brokerldealer 1'sst will be established �y the Finance
�ireckor ar designee. . This list will �e presented to the �n�estment
Committee for appro�al. This �ist will be updated as needed and
approved by the Cnvestme�t Committee,
(9) Th�rr]-Party �Cusgodial Agreements
' �� All sec�rities shall be held �y� a third pariy safekeeping company. All
purchases by. the City �nder this poiicy shall be purchased using the
� . "delEVery versus paymen�" proceciure. For aif purchases ar�d saEes of
� securi�ties the third party custodial will be notif�ed by fax af the tcar�saction
� .'� €ncluding ali deiai�s of the securities purchased or sold. The notification
wi4! be signed by two individuals authorized to make investment
� decisions. � �
�10j IW�s�er Repurchase Agreement . , ,
�� A!I approved institutions and dealer transacting repurchase agreements
•� shalt be covered by a Master i��p�rc�ase Agreement. All repurchsase
� agreement �ransactions shall adhere to the requiremen#s of the Master
Repurchase Agreemen#. � �
��1) Bid Requirements
After il�e Finance Director or designee has determined the appropriate
maturity based on cash �ow needs and market conditions and has
.�' � selected ane or more optimal type of investment, #he security En questiort
,, . sha�l, wt�er� i�asible and appropriate, be compe#+trvely bid. Competitive
bids or offerings shal� be rec�ived from a# least three deai�rslbro4cers on
� � al� sales or purchases except in situations where: .
, ' A. The security involves is a'new issue' and can be purchased `at
� the auct�on'. � �
� � ' � . � B. The security has a �ixed "postal-scal�" ra#e.
� � C, The security invalved is available t�rough direct issue or private
' � plaoement.
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D. The security involved is of particular.special int�rest to the entity
and dea��r competition could have an ad�erse impact with respec# #o th�
price and availability to the �ity.
It is also realized that in certain ve�r limited cases tt�e City will not be
able to get #hree quotes on a certain sec�rity. For t�ose cases the City
w911 ohtain current market prices one of the foltowing to determine iF the
transaction is in #he City's best interest: �
1. Bloomberg Information Delivery System.
2. Wail Stree# Journal or a comparable nationally recognized fsnancial
� publication pro�iding daily martcet pricing.
� � 3. Qaily market pric�ng provided by the City's Gustody Agent or t�eir
correspot�d�ng instit�ation. �
{�12) Intern�l Contro�s
� The Finance birector shai� establish and monito� intemal ar�d procedur�i
,. � � cont�ols designed ±o protect the City`s assets and ensure proper
� � accounting and �eporting of the transactjons re�ated thereto. The internal
. controls v+►�ll��be designed to p�even# losses af funds which might arise
, .
from fraud, emplvyee error, misrepresentations by third parties, or
� Emprucien# ac#ior�s by empioyees af, the City. A�I �uy and se1�
. communicat�ons with t�e third party safekeeping company will be signed
� � � by two indi�iduals autharized to make investment decisions. T�e
� � �nternaf confrols developed �nder this po�icy shall be re�iewed by the
' independent �uditors as a reguFar part of thEir a�dit of the City.
The Finance Directar shall establish an Ir��estment Committee that
meets on a regular basis for the purpose Qf reviewing inves#ment
trar�sactior�s, approving brokersldealer char�ges and other investment
activittes.
(13) Reporting
The Finance Directvr or designee shall repor# on at least an annual basis
t€�e following i�forma#fon on the City's investments;
A. Securi#ies by c�assltype.
B, Baok Value
C, Marke# Value
D, Income Earned
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� � � . (14} Continuing Education , �
�., �, .� The chief investment officer will compl�te no less than 8 hours qf
- � continuing educatior�af oPpartuniiies on investment practsces each
� �.� fiscal year. The chief inv�stmenfi officer will have sufficient knowfedge � ,
�: :.. and education td invest in any and ali of the securities listed abo�e. �
� �, R. ' Lease Purchase o� [�lajor Capital Acquisitions. When fiscally advisable
�� and when cor�sisie�tt with co�tractuai obliga�ions, the City shall lease
� �,� . purchase all capital items, which have a monetary value o� at least
� � �$25,000 and a minimum iife expect�ncy of three years. The debt service
��� � . on lease purchase itsms shall be paid by the user department. �
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,� � S. Health Insurance Stabilization Fund. T�e City Commission authorizes
�: � maintai�ing a special hea[th insurance s#abilization fund #o guard agair�st .
.- future health care costs. This Fund will be used as a budgeting tool to � '
�. affset any I�rge increases in the Csty's costs to provide f�e�fth insurance. .
��_ � .�' The' target minimum balance in this account is '�5°/a of the anr�ual City . .
� . � � �ealth insurance exp�rise. � � � � � �
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C�TY C4IV��ISSION POLiCY
ci��� ccan�ntlssiorr
:����M�� �:
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����TER�.�.�,
A. Resolut�ons. An individual Comm�ssioner may request a resolution.
How�ever, prior �o prep�ration of the resoiufion, th4re must be a majority
of the Gommission members agreeing to da so.
Q. Prac(amations. The City af Clearwater will consider issuing
proclamations #rom al! segments of the cvmmunity without regard to
gender, race, ethnicity or handicap. �Proclamations will no� be issued to
companies, "for profi#" organizations, profit making agencies, political
organizations or religious organizati�ns. -
C. Representahon an Boards. Commission members are asked #o senre
or� various ragional and gov�mmenta� boa�ds. BoardslCommittees may be
�dded ar d�le#ed fmm t�me ta #ime. Theso duties should be disfributed
equitably among the Commissioners. �lppointment a# Commission
� members to thes� boa�ds shall be evaivafed annually in April.
Whenever possible, a Commissian representative on a board or
committee w#�i receive Commissron tnput prior to tak�ng a posi#ior�
regarding 'tssues caming before that bo�rd. The representing
Commis�ioner sha�� vote in ar,cordance wi#h the s#ated position of the
maja��#y of the Commission. !f it is not possible to obtain Commission
input the Commissionar is to act to the best of their abili#y in the city's
inferesf and with prior Commiss�on positiQns in mind.
Periodic re�iew of the actions of these boards and committees is desirable
and the represent�ng Commissioner should coordinate #hese reports.
D. Citizen Inquiries - Responses.
1. Cenerally responses shvuld be in the same form as received, i.e.
letter with letter. Hvwever, when deemed to be more appropriate a
different form may be used�
2. Inquires addressed to a spec9fc Commis�ioner will be responded to
k�y that Commissioner.
3. �nqu�res addressed to the whole Commission, whether in one letter
or duplicate letters ta al1 Commission members wiEl be answered factually
by the Mayar with an introdu�ctory phrase of "On behalfi o1` the Clearwater
City Commission." Policy responses shall require consultation with other
. cammissioners prior to be}ng sent. Ma�4 will be rauted to the appropr�ate
staff to draft a responsQ. �ndividua� Commis�ioners ar� nat prec�uded
from re�nonding individuelly to exptess their apinian.
4. Inqu'srias received which are not specifcai�y addressed tv t�e
. CQmmission or its members will be ans�nrered by #ho City Manager or
dssignated staff member,
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5, Capias af caRespandence received wil� be distributed to a!f
commissioners with an indication af who wiil prepare a response.
6. Copies of letter or e-mail responses to inquiriQS addressed to the
Commiasion or a Commission member wiit be provided to all
Commission members.
7, Form letters or emails may be acknowledged but will not require a
customized response_
��. Qepa�ting Cammissioners' G�fts. Dep��ting gifts sh�ll be chosen ir�
car�sultation with the outgaing members. The value of the gifts shall be a
maxlmum of $300 for one fuil term, $50D for two full terms and �6Q0 for
more than two� 1`u!I #erms.
. On� full xerm. P€aque, nameplate, letter, pewter tray with seal,
Cvmmission pictures.
Two ful� terms. piaaue, nameplato, letter, fax machine ar City watch,
.Cammission pictures. � �
Three of rnore fufi temns. Plaque, n�mepiate, ring, coliage or album, tr�y
with seal, iette�-, �ag gift, caricatura.
F. Comrniss�on Tr-avel. Provisions of Sec. 2,(}�4 of the charter and the City's
t�avel code, Chapter �. Administration, Article !V. Trave� outside the
. Tampa �ay area by any members of the Commiss'son for City bus'rness
whe�e the City pays the cost must be approued by a majority vote o€ the
. Commission. The only exceptions to this rule are the Flo�ida League of
Cities and, when t�e[d #n Ftorida, the Na#iona! Leaguo of Cities
conferences.
G, r'und Raiser$. !t sha�l be at the discretion of individual Commissioners
whether or not to accept invi#atians ta fund raising a�tivitiQS. Exp�nses
incurred by acceptance are not reirnbursable. City employees wi}L not
attend thQSe functions as City representativas.
H. �taff Pro�ects. /a. Commissian memb�r shall request staff research or
projects vnly through tho City Manager or City Attomey in accordance with
the City charter. Ariy request thaf, in fhe determination of the City
Manager or Cit� Attor-ney, will take longer ihan 8 hours must be appraved
by a majority of the Commissiort. The results Qf such research or projects,
. except for (�gai advice to an indivEt�ual, will be shared vtith a�# commrssion
members. �
I. Ann�al dinners. New�y elected Commission members shall be invited to
the annual Phillies and advi�ory baard dir�ners.
J. Te��vising Commissfon Meetings. All rsguiar City Commission meetings
and work sessions wil� be televised on C-View. Efforks will be made to
. also televise spe�iaUy scheduled meetings and work sessians. However,
there will be time� when this is nat possible, or practical. No c�asa�d daor
attorneylclient or bargaining sesaions will be teievised
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City Commission (Cont.)
K. Intormallon A�ailable ta Public �nd Press. All materia! prepared by the
City Managar and Gity Attomey far the Cpmmis�ion shal! be pravideci to
the press and to the public �ia a special box in the City Clerk's
departmeni. Reports shall be made avaiEable in the City Cterk Depar�ment
for the public to review.
�, nistr#bution o# Commission Mail. All m�i! to the Mayor-Commissiuner
and the Commission�rs arriving at City Hall roceiv�d pursuant to the law
or in cannection with the tr�nsaction of affcial business by the City of
Clearwater shatl be copied as �ollows: .
CQmmission members will receive the or�ginal of items addressed to them
whether anonymous or not. Copias of everything wili be made for the City
Clerk DepartmQntr it�e Lega� Department, and 1he public tn�ormation f�e.
Mail will be delivered to the Commis�ian at least once per week. �n days
mail is not delivered, incoming maii wili be faxed to each Commission
member.
OtYter anonymo�s letters and s�ggestions will not be distributed but will be
maintainad in the City Managers O�ce.
Publications and iengthy agenda materials iar other boards upon which
the Cammissioners serve will not be copied. 4nly the agendas wi�l be
copied and distr��su#ed;, f#ems of cons�derable length {such as petFtians}
wi{! not be copi�d, but instead a memo wiil be distr�buted announcing the
avaiEability of the i�em in the offic�,
Mail with the words simi��r to "Personai", "Con�dential", or "Far the
Addressae Only" will be delivered unopen�d to the addr�ssee.
The Mayor-Commissioner and Gommissioners receiving individuatiy
addressed mail will be r�sponsible for replying, aslcing the City Manager or
Ci#y Attomey to repiy, or pEacing ihe matter on .the agenda for forma�l
Commigs�on consideratian.
The City Menager wili be responsiblQ for seeing that mail addressed to the
Commission as a whale is properly answered or placed on the ager�da.
'i'he City Managor will discuss with the Mayor malicious mail.
A�� e-mails received by the cammissioners in their individua! city email
account will be forwarded to the Commi�sion Assistant far d}skribution, or
emeil farwardin�, in the same manner as other "hard copy" mail. The
fol4vwing ema3ls will not be forwarded: SPAMIJUNK, brnadcast general
in#ormation or solicitation.
Email� Qr "hard cop�' mati relating to city business, sent directly to a�
commissioner's home ar private business, or hand delivered, shall also be
fannrarded to the Commission Assistant for distribution.
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.•��. M. . Strategic . Pianr�ing. , Each year the City � Commission shall meet• in a
�` � strategic plannfng session(s). �The m�efing(s) wili re�iew and update as
'� �� � � necessary, the City's iUlission, Values and.�siort Statements. From these ..
' .. ' �� docume�ts a five-year stra#egic. plan will be e�eveloped, The five-year .
,� '. , � - strategic pfan wilf become the basis for the"annual City Manager and City ��
', .� Attomey Objectives, and the City's annual budget proGess for the next
� . ,. � � . .fiscaf year. . �
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� � � A.�� Participating in Auctions. City employees and Commissioners are
; ., ,., .� prohibited from participating in CEty auctions involving the sale a� property
'� .� , which has either been abandoned and confiscated, acquired wifh pubfic •.
.� , � .. fund� or wt-�ich has othenrvise come into the possess�on of #he City. They
,. , may attend as sp+ectators b�t may not bid on or purchase items o�fered for �,
� , � �safe. �Afl actions that w�ouid lead to percepttons of participation, such as a
,� � - �� �� famiiy m�mber bidding on items, should be avoid�d. It is the intent of this
�� � �. � policy to.avoid giving "in5ider".information or �a pro�t moti�e to employees
l�, �` � ', � ''..or thQir families in the disposa! of surplus items. - �
� , 8., Reimburssment oi certain meal . e�ents. The City Manager � wili
.��.� _ � de#ermine when it is approp�iate to reimburse city employees for meal
, • � � costs associated with recogniiian, award, and business related function�. � ,
, . � .�. � � � � � . � �
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A. � Appfica�ion Fee Wai�ers. Generally, �uilding permit, occupational
#icense,�plan re�isw and zoning-related application fees will not be waiv�d
except for City ptojects and other govemmental agencies. If staff belie�es
special ccmditions exist, such reques#s may be brought to the Commission
for consideraiion. Appiicaiion f�e waivers for governmental agencies wilf
� include all governmentai prolects including those in whi�h the
gov�rnm�ntal agency is I�as�ng proper#y from a ihird party, providirtg the
goverRmental • agency is the ent�ty which app�iQS �or and ob#a�ns the
permit. PACT will be considered a governmental entity when,considering
application fee wai�ers. .
NaTE: The City Cleric's research regarding waiver of application fees
shows the following:
Chi Chi Rod�iquez Youth Foundation - no waivers
Ce�ter Foundation - waive building permit fe�s � �
Pinellas County - waived building permit fees for work done by County
fc�rces; waive fees for variance app�ication
State of Florida - waive �e�s for variance applications
Cleannrater Ferry - wai�e buiiding permit fe�s .
St.� Pete�sburg Jr. Collage - refunded building p�rmit fee for parking lot
None of the ab�ve includes waiving impact fiees.
B. S�Oarkl�ng +Clearwat�r. In arder to maintain and enhance the image of
Sparkling Ciearwater, the Commission supports staff in enhanced solid
waste recycling and coriservation projects, tightening and increasing
en€orcement of codes �i,e., fence landscaping, prohibition of banners, lot
clearing, etc.). Staff is aiso directed to place a greater emphasis on and
coordinate aesthetic consideration on s�te plans and other development
review (i.e., placement of dumpsters, fencing of dumpsters, �roperty
tandscaping and landscaping of pat�Cing iots incfuding perimeter
p�antings). Litt�r cleanup and "adopt a street o� park" programs are
� �ncouraged. Educakional and incentive programs for both City staff and
the pubfic addressing this issue shou�d be cleveloped.
C, Drew StreQt Banner. The City Manager may approve banners to be
. placed on the designated right of way where Drew St�eet terminates at
Cfeveland Street. RequesEs may be submitted one caler�dar year prior tp
the intended installation dake and will. be approved for a one week time
' period. The City Manager may, if no other requests have been received,
axtend the appraval for an additionai weelcend (2 days),
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Genera! Administratian (con#d.)
D. Fire� Lanes. Fire bepartment �ersonnel will participate in the enforcement
of parking �inlations, perta�ning to #ire lanes and fire hydrants.
E. Copyright Fees. The City shall pay the necessary copyrig�# fees to
ASCAP for those concerts in the bandsheli co-sponsored by the City. The
City shaft provide a monfhiy report #o ASCAP regarding acti�i#ies �n tt�e
bandsfi�ell and ASCAP shall be responsibfe for eol��cting #he fees from
bands �ariicipating in no�-City sponsored programs. ��
� � . � F. Renewal.
� AI) renewals o# agr�ements the Ciiy ha5 with� organizations or tenants
� should be pr�sen#ed to t�e Commission at least sixty (64} days prior to the
expiration of the origir�al #erm.
'� G. Sta4�onery. 7he City shall have on�e #orm of statianery on w�ich the City
. � . seal will be imprir�ted.. Paper sto�k v�fi11 be recyclable. Other forms ,in
, �upply will be alla►�v�d to be used until said supply is depleted.
' .� Excepfion: The Gas Division may caniinue to �use its iogo but the City
�. �� Seat must be �ocated somewhere on the sta#ionery.
H: Wetcome Letters. UpoR adopt�on o€ ar� Annexa#ion ardinance sta�' will
� , prepare a I�tter for the Mayor's sigr�ature welcaming ti�e new resident to
� . , Clearwater.
`!. Citizens to be Heard Response. When appropriatel respanses will be
� sent to those addressing the Commission und�r Citizens to be Heard
regarding Items not on tlie Agenda.
� J. Special Erient Street Glosure Limitation. Street closures €or sp�cial
ever�ts shali be limited to two (2) per calendar year requested by any one
. non-profit or for-profit organization. The City of Clearwater sl�all be
exempt from this limitation, The CE#y shall comply with any Florida
Department af Transportat;on palicies regardin� street closures of state
. � roads. �
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ci-rY cor��n�s��vn� po��cY
LAND DEVELOPMENT
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A. Annexation Agreements. Tf�e City Manager is authorized to approve
routine annexation agr�ements involving one exESting or pr�posed
residences. 11Vhere a discrepancy exists regarding land use designations,
right-of-way requirements, or any other circumstances, admtnistrative
approval is not authorized. A quarterly r�port of administrative approval is
requested.
B. Subdi�is�on Monuments. New ent�anceway landscaping, monume�ts,
signage, and walls shai! not be allowed within the public rights-ofi-way of
the City of C�earwat�r. Such special treatments are to be upon pri�ate
proper�y and in accordance with all appiicable codes and regulatior�s. The
awners of a!! existing entranceway features occupying public property are
to �, execute an agreement with the City of C�eannrater wherein owners
� agree to keep al! features in gaod repair, hold the City harmless for .any
liability ari�ing from the use of the public right-of way, and �rovide a
$50�,�00 liability insurance pofic�. Upon failure of the vwners io execute
� such agreement and provide fhE requir�d ir�surance policy after forty-five
� days from written notice, or by #aggir�c� the structure wfien owners cannot
be determined, or upon failure of the owne�s to repair ar maintain any
feature of the site which ha� fallen in d�srepair after stmilar notice, the
pub�ic Works Department is to remove all such materiais occupying the
public �ight of-way.
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E.
A woaden sign with breakaway features approved by #he City Engineer
may be allowed witf�in the public right-of-way when assoc�ated with the
Parks and Recreation "Adopt a Park" progr�m, and is to be limited fo a
size necessary to name the spor�soring agency in 3-inch !�t#ers. Such
sigr� to be a maximum height of 18-inches.
Petitions for Annexation. Request to be made that all conkiguou� parcels
under the same ownership be annexed simultaneously.
Easement -- U.S. 19. Th� City will requsst 40-foot drainage and utiiity
�asements from developments along U.S. 19.
Landscaping of City Roads. Whenever possible, I�ndscaping will be �
part of City road and stree# improvemenU�onstruction projects.
F. Parks � Rec�eaiion Card to Annexing Property. Resident Parks &
Recreation cards may be obtained by peti#ioners for annexation upon
acceptance of the application.
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Land Development (Con#.j '
G. INa��verlr�duction of �iens. tn order fo er�courage {re} developmen# of `
properties for enhancement of property vaf�es and living condittons in #h� City, ��
the fo�lowing factors will be considered for req�ests for waiverslreductions of lot
clea�ng, r�uisance abatement, andlor unsafe st�ucturesldemolition liEns.
♦ Whether the violat�on has beer� brought into compliance regard'€r�g the �
� violation cited. � �
o Whether e�ctreme o� und�e hardship is shown cegarding payment of
t�e lien and/or regardir�g Coming�into compiiance with code
requiremen#s during the requir+�d time. �
� Whethef there are existing code violations on Qt�er p�operties owned �
by the �iolator or prospective purchaser. � �
o Whether there is a de�elonment or redeveiopmen# propa�al regarding
the property which wauld resu�t in impro�emen# or upgrade of the
praper#y.
'♦ Whether, giver� such a devplopment or rede�elopmer�4 plan, it would
• be impract�cal to take the compliar�ce action directed by the City
' Commission. . .
♦ Whether payment would hinder a proposed sale of the property.
♦, Whether an appraisa[ of the property, submi�ed by the applican#, �
demonst�ates to t�e Gity that the cost af t�re liPr� �as been absorbed. �
� The amount of a lien will not be reduced below the amount �
� representing administrative costs incurred bX #he city regarding #�e �
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C�TY CUMMISSION PC�LICY
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A. Case Re�orts. The c�ty attor�ey shaf! �umish to t�e cit�r commiss�on a
� quarterly report of pending litigation, identifying each case, oppostng
counsel, the nature a� fhe cas�, and fhe sfatus vf ti�e case as ofi tl�e date
� of the repor�. in addition; the city atto�-ney sha�i keep the c}ty commissian
and city manager advis�d from time to time as to significant deve�opments
in each case. . .
CiTY CQ��IISS��N �'�I.,�C�
LLISURF.
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A. Holiday Decorations. Hol�day decorativns along t1�e righ�s-of-way tv be
� insta�led or paid for by the city will be lim�t�d to the Downtovm Core and
Memaria� Causeway, South Gulfir}ew north of Adems Mark, Mandalay soulh
of Acacia.
,, B. Library Dono� Naming Rocogni�ion. The foilowing guidelines gavem donar
� re�ognition with regard to naminq bui�d�ngs, areas, rooms, ca�lections,
furnishings and equipment: '
1. Library buifding names wili havs geogra�hical ar functional
�tames on�y and will not be subject #o avaifability for dQnar
r+ecagnition. Clearwator Main Library and North Greenwood Branch
� meet tY�e paficy guidelines, but Jof�n Doe M�in L#brary does not. �
2. Naming of library internal functianal areas, rooms, anri major
collec#ions is the prervgative of the City Comm+ssiQn.
� 3. Co�lec#ions af r�ateria�s, equ�pment ar €urrzrshings, wh�ch are
� accepted as gifts by ihe Library Director, andlor funded by
. individuals, carporations or foundations, may be recognizad by a
- . discrete engraved plaque mounted on ar ne�r the gift as
� appropriate, witM the name afi the danor displayed. For example
, "the John doe co((ectian uf i�tuminated Manuscripts" or "Camputer
Equipment for Research Provided and Meintained by the John Doe
, Carporatian."
�" 4. A�� signs and plaques printed with names Qf donars wi!# be of
� similar appearance and will be consistent with the architectural
� . design and interior decoration of the bu�lding.
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Intera�ce.Cnnesponctence Sheet
To; . Mayar and Commissinners
From: Cyndie Goudeau, Cify Clerk '
CC: Bii1 Horne, City Manager; Pam Akin, City Attor�tey; Garry Brumback, Assistant
City Manager; Ralph StaneT Assrstant City Manager
Date: Ju�y 3Q, 2002 • , .
R�: CommissEOn Policies
The attached Commission policies incorparate pr�viously direct�d changes.
.� issues stifl to be reso�ved:
BUDGET F� Road Miilage - it was requested sid�walks and curbs be added ta the
. � infrastructure to be addressed, ,
Sta�us: - Thts was included in the veTSion provided the Commission at the Budget Work
Session bUt direction was that the Commission wished to discuss this iur#her.
COMMISS�4N F - Travel -
Status: - Commission #ravel will be addressed at the 819102 Budget Work Sessio�.
GENERAL ADMINISTRATION B- Sparkling Cl�arwater. - The Commission wished
to address this policy further. �
. S�atus: � The desire €s to clearly state the greater emphasis on higher aesthetic standards
is a Commission driven initiative, not staff driven. City projects being subject to a highor
standarci was also suggested for inclusion.
Y. GENCRAL ADMINlSTRATION - a new policy was proposed; City Particination in
. events. Wln order„to encoura � anci support good corporate citizenship, the Citv will not c
sponsor eyent, er�ter Ci#v teams ar otherwise Aarticipate in events or4anized bY,entities
which have unresolved Citv Code �iolations.
Status: • Most Commissioners felt this was too restrictive. One suggestion was to say
code violations�would be reviewed pr�or to agreeing to par�icipate. No consensus,
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. � Issues upon which separate votes were requested: �
; �� � CCIMMISSlQN L- It was r�quested that mail addressed as "Personat" andlor �
:. � ."Confidential" be opened by the Commsssion Assistant who would determir�e if the i#em
was truly nr�t related to City business.
,. �� .' ., Status: -.The masority of the Commission did not agree this should be the resPonsibiiity nf
� the Commission Assistant.
�,� � � .� LAND DEVELOPMENT E- Landscapfng of City Roads. !t was requested the
,�, ��. ., fallawing be added: "The City will impl�ment.and maintain ar� angoing street t�ee program
�:: �.� ,.to encourage the development of tree shaded roads where space is available in the public
� rigF�t-of-way." � ,
_�. � Status: - The maiority of the Commission was concerr�ed regarding the fiscal impact of
�-. . this add�tion. Safety concems re obsnuctions in ihe right-o# way were also expressed.
j,, P�ease nofe the changes made to Genera( Administration I. 7hese c�tanges were
.� made to �e#lect curreni p�actice. The L�b�ary Donor Naming Recognitio� and
��� -.. Wai�erlReduction of Lien policies have also be�n added. A policy regarding
-����' re��rtbu'rsement for Recognition and other appropriate dinner events wi11 be dra�ked and
, '� proWided prior to Monday's Work S�ssion. �� � ��
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� PREL�MiNARY AGENDA
Ciearwater City Commission Work Session - 8;30 A.M. - Monday, August 5, 2002
PLD PLANNING
1. Adnpt Res #02-23 to approve the Island Estat�s Neighborhaod Plan. �
2. Publ(c Hesring & First f�eading - Ord #69Q0-02 approve a Zoning Atfas Am�ndment far
the Island Estates Neighborhoa� by applying the {sland Estates Neighborhood
Conservation Overlay District as an �verlay District in addition to th� existing Low
Mec�ium Density Resid�ntial Dis#rici, Medium Density Resid�ntiai District, Medium High
� Density Residentlal District, High Density Residentiai District, Insiitutiortal District, and
Commercial District for the Islar�d Estates neighborhaad.
3: Public Hearing &�irst R�ading - Ord #6984-OZ approve text amendments ta the
carnmunity Development code tn establish the Neighborhaad Conservaticn Overlay
Distri�t far lsiand Estates. �
E�/HSr ECQNOMIC DEVELOPMENTIHOUSlNG
'! ., First Reading � Ord #7d�17-02, amending N�ighbornood and Afforda�fe Housin�
.Advisory Board ordinance to reduce the �umber of inembers serving on the board,
red�tce the numb�r a# member5 necessary for a quorum, and malcing other clarifying
revisions. � �
2. � Approve Change Order #1 to the contract betw�en the City of Cl�arwater and JSS
Propet�y. Professionais, tnc. increas�ng #he �udg�t by $20Q,OQ0. for a new contract
. total af $769,flqp #or thc r�habil�t�tion or the Fulton Av�nu� Apartments pro�ect ta
incEucie the add'ttEon of faur (4} units that were not part af the original scope af wo�k and
to address ather unfareseen wark and items necessary far the compl�tian of th� project.
(Consent)
3. �'ublic Hearing - RQS # 02-41 finding the existenc� of slum and blight canditions within
the propos�d "Gateway" Area, and finding th� need to exp�nd the existirig �ity of
Clearwater Commurtity Redevelopment Area (CRA) geograpnic boundary to encompess
� the p'ropased Gat�way Expansivn Area; and authorizing #�e existing CRA to
administer t�e expanded community redevelopment area.
PW PUBL�C WORKS .
1. Water Quality CY�ange (W50)
2. Amend the Agreement for Professional Service� and apprvv� a Work Order for a
' feaslbility study ar�d permitti�g of Aquifer Storage and Recovery tASRy using
reciaimed water to Post, Buckley, Sci��h & Jernigan (EOR) of Tampa, Flarida in the
amount of $150,OOp {of which a tata� of $100,Q0(1 wiil be reimbursed), and approve co-
fu�ding agreements with the City of Largo and the Southwest Florida Water
Managemont Dlstr[ct [SWFWMD). (Consent)
3. Approve a 5-year land leas� and one 5-year extension option, with Arnold-Brown
PropertEes, of an approximakeiy 18,704 sa�tare foot parcei impraved as a p�rking lat in
th� Northwest 914 of the Norti�east '4/4 of Section 'l6-29-15, as 421 Drew St��et, far
initial year's anr�e�al renE of $6,e�afi, adjustable annuaUy thereaft�r, tagekher with other
terms and canditions de���d therein. {Consent) .
OS-05-02 Wark Sessian Agenda
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a. Adopt Res #Ox-40 and apprave a Stake of �lorida bepartment of Transpartation
Hiflhway Lighting, Mair�tenance, and �omper�satian Agr�ement.
5. Ratify and car�frm the City Manager's dec�sion to approve a contract to Harvey-
Taddeo, Inc, af Oldsmar, �'larida for th� sum af $55,500 as an emergency situation for
the Cl�arwater EastNUest Recreatio� Trail Bridge Inskallation (00-C1064a-PR) �
(Consent) . �
G. Award a cor�trac# #o Row�and lnc, in ine amaunt of $7 OO,OOU tor sanitary sewer
manhole rehabilitatian at variou� lacations throughout the City of Clearwater. {Consehk)
�N FINANCE
1. ' Adopt Res # d2-29, praviding for t�e safe af not-to-exceed $2� milfion Skormwater
Revenue Bor�cis, S�ries 2a42. �
2. Approve s�ttiement of the liability ciaim of An#hony Warren for payment of $4�,QOQ.
{Consent} �
3. First I�eading - Ord #T0�6-02 amending Qrdinance 6675-01 re�ated to City of
Cl�arwater Revenue Bonds to be issu�d for the Community 5parts Compl�x in order to
provitle for the use flf certain rev�nues of the City to pay a portion of th� bond debt
service rsquirements.
CLK CtTY CLERK
'i . Comrnissfon Policiss
2. �.ibrary Advisory Board — 9 Appoln#ment
3. Marine Advisory Board --1 Appointment
4. Dec 20Q2 and Jan 2003 Meeting Schedule
PR PARKS AND RECR�ATION
1. Award a contract to Lunz Prebor Fowler Arc�itects of �.akeland, Florida in the amount
of $192,313 for the design and permitting of tne Ross Nortar� Park Recr�atfon and
Aquatics Center. .
2. Approve a on�-year funding agreement in the ampunt of $306,670 betwe�n�Jolley
� TrofEey Transportatian of Clearwater Inc and the City of Clearwater for the operatian
of transpartation and trolfey s�rvices on Clearwater Beach, lsfand Estates, Sand Key
and services f�om Clearwat�r Beach to Downtawn Clearwater.
3. Apprave a cantract to purchase real pra�erty legally describ�d as a portion of Tract A,
Myron A. Smith's Bay View Subdivisian, according to plat thereof, as recorded in P�at
Boak 25�, Page 57, nf the Public Records of Pfnellas Caunty, Flarid�, in the S112 of
� Fractional Sectian 16, Tnwn�hip 29 South, Range 16 East, more commonly known as
"Bay�(ew Park" from The 7rust for Public Land �7PL), a California Non=Profit
Carporatian, for $9,90D,Q00 and authorize acceptance of the deed.
�'C PU6LIC COMMUNICATIONS
1. Awarti a corttract #o D. Co Marketing Inc of Laguna Hills, Californla to purchase a
Dig�casterAutomation System at a cost af $�7�,182 in accardance with SNAP
agr�ement, #730238'�-2. (Cor}s�rtt3 '
08-Q6-Q2 Work 5ession Agende ' 2 Revision 1
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A raval nf Purchases & Declaration of S�r lus er Purchasin Memorandum; ��
1) Power Supply Engineering , one �0 kva redundanf building UPS System esi. •
$128,776. (replacement} financing to be providett under city's master leas�-
.purcfi�ase agreement. (PD) . �
2) Pinell�s C�ur�ty SaNd Waste, so11d waste ci�sposa! {dump� iees �iuring th�
contract periad: Q81'i 5102 thr� 101311�3, est. $4,6Q0,000. (SW)
3) Sylvan Chemicat Ca., Inc, supply and instaliation of new carpei plus removal .
and non-landfill disposal af existing carp�t, est. �9G5,409.98. (GSj
4) Diesel Energy Systems, emergency back�up generator maintenance during
. the contract�period: 0910'�102 thru 09130103, est. $18a,QQ0. {GS)
5} Postmaster - postage f�r City-wide mail during #he period: 1pl01102 t�ru
� 09/30103, est. $140,OQ0. �PCj
� LIB RIBRARY �
Approve naming the new Narth Greenwood Brar�ch Library Children's Area for Jeanette
S. Bacan, the Circulation �rea for the Cleatwater Community Woman's Club, and the
African American Caliectlon �or�Christir�e Wigfall Marris. (Cansent}
MR MARINE IAVIATION
First Reading - Qrd #70U7-D2 - ap{�rove adding paragraph (� 4) ta Chapter �3, 5ection
33.067 of t�e Code of Ordinance adding a new designated slow down minimum wake
�zone off.lNindward lsland on lsl�nd Estat�s.
CA I.EGAL D�PARTMENT
, ' . First Reading Ordinanc�s
First Reading - Ord #�6959-02 amending Chapier �1, rep�aling 5ectian 21.04 of the
Cod��of Ordinances r�garding fartur�eteilers, etc.
Resolutions
� � Agreements, Deeds and Easem�nts '. '
4ther City Attarn�y I��ms
City Manag�r Verbal Reparts
Comm9ssion Discussion ItPms � � �
Barrisr Island Gavernmenfal Counckl Resofution
FLC Logislat�ve Policy Committees �
08-0�-02 Work Session Agenda 3
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.. . . . ' ; �. � , :• Pres�r�tatlon(s) for ihursday Nigl�i �
; - 1. .� L�gislative ,report for 2002 Session — Senator Jack Latvala � � .
' � 2. . ��� Present SH1P award to Commission ' � � � �
�� '�. �, 3. �� Presentation of check by Library F��ntlation for,new North Greenwoad Branc� Library � ,�
,. ` : . . . . . e :. � � . 4ther Commission Action 1 � �
� �. � ' � ' � � , � ' � � Adjourn . � ,
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� , ' � ° � Intero��ice Carrespondence Sheet
, � � To: � � Mayor and Commissioners �
, ' From, Cyndie Goudeau, City Clerfc
� �. �
. CC: � � Bill Horne, City Ma�ager; Pam Akin, City Attomey; Garry Brumback, Assistant �
:� . �� ,' Ciiy Manager; Ralph Stone, Assistant City Manager
� , Date; Augusfi 1, 2002 ' . ' �
�' . '� � . � . RE: � ' Meaf Reimbursement Paficy , `
, : �� �
�� � The following is recommend�d to be ir�cluded as a Commission Palicy under the
� � • �� category af City Employeas. � � � �
'��: . � Reimbur�ement of carkain meal evenfs. The City Manager wiif determine when it fs
��� � , appropriate to reimb�rse city'employees for mea��casts associated with re�ognition, avvard
� � and business related #unctions. � � � � � ' .
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a7i�1/w002 19:94 FAY 7279929470 Ci,t3' ot Redln�ton Sriores � 002
�tES4LUT�4N NO 20�)2.42
BARRI�R TSLANn GOVE�2NME�'JTAL GOLJ�CIL
A 12ESOLUTXON 0� T�i� BOARD OF DIRECTORa OF �'kIE BAR.RIER ISLANDS
GOVERIWIENTAL COLTNCIL� (BTG-C) OPPOSINC� THE RECONIMENDAT�ON OF
THE CON��NTION AND VISiTORS �UREAU B(:►Al� {CVB) TO BORROW
FROIv� �R DFFER PAYMENT TO THE BEACH N�7URTSHMENT �UNT.7 TO HELP
PROVTDE THE CVB OPERA:TIONAL FUND AND RECOMMEND�NG TT�E �CC
CONTINUE T4 rULL'Y r�UND T�TE }3�AC� NOC.�I:'SSk3M�NT FUND.
.. � 1�V�i�ItEAS, the CVB Board hns approved ancl is recom.mendinb to ihe Pinellas
County Board of Cour�ty Commissioners {BCC} the b�zrowin� ar deferrin� payment of
mor� than �2.� millior� fram the existin� b�ach nourislune:nt fund, this amount leaves a
wholly inadequate and izresponsible level o�'funding t��x near, mid and lang-term beach
nourishment; and � �
WHEREA�, half cents ofthe tlurd-cents of tot�z�ist tax collected is earrnazked for
funding beaGh Renourishment;•and
�VkiEREAS, a federa! budg�t proposal to reduf:e the federal fundi�g level from
about 6,1�62% of beach nourishment projects to �5°l0 ���ould place an additianat and
substan�ial financial burden ar�;the amount nf eaunty f��n�ing for fiiture bcach prajects
which would mske the existing allocarion to beach res�zvE of county funding �ros�iy
deficient; ai�d � - �
WHEREAS, the lxves and safety of the thousarads o£ our residents and visitors will
be placed in jeopardy with pra�ected loss of life if the r.ounty's share of funds is not
available at thc critical time wlien federal and state fut�ds are allocated �nd available foz
naurishm�nt,
� VU��EREAS, PineYlas Couniy beaclaes are one �,f the County's izx�placeable and
,, invaluable assets as, bath environmentally and econon•�ically, #hey are unpara��eled as a
source of starni prot�ction, a magnet for national and international tourism and a provid�r
of hs�ilthful xecreation for all citizens; �nd �
'4VkTEREAS, the tinic�y maintenance and restoxatian of t�ese beaches is critica� to
preserve their va�ue and viability, €tnd to provide a boost to both the environment and
enonomy af the r,ouaty; ,
NOW THEREFORE BE IT.RESOLVED by the Boatr.! o�Directors of'the �arrier Xslands
Govarnment�til Council, who represent the interest of r�ie ter� (� 0) P�n,ellas County beach
municipalities, that . ,
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07/�1/20D2 1�3: �3�5 FAx 72T�fl2fl�170
�� . .'
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Cix�� .o! l2edinstion Shores
C�j.qU3 .
� .
�• Section I. The BIG-C� recognizes and deepiy appreciates the wisdom of Psnellas
Cour�ry Board oF Caunty Commissioners wha have a long established and prudent
practice vf annually fiinding beach nourishment pri�jects from a' one-half of one-eent
portinr� of the county bed tax to maintai.ta the beaches �along, our thirty-ni.ne miles of
coastline. �
�
, Section 2. The BIG-C stroz�g�y urgcs thc Pinellas County Boazd of County
Commissione�rs to vote in opposirion ta any bor�•owing of �'i.�,nds �rom th,e bench
� noiurishment fund far any pwrpose not consis�ent with the express pu�pose of funding
beach nownishment and prese�rvation. '
Seetion 3. The BIG-C pleads with the Cotu�.ty Comm.issioners to recvgnize its
respunsibility for the �ublic sa�ety o� d�e thousands of residen#s aad visitors who �vi�l be
placed in peril if the county, portian of beach nourishrlent cannot be provided in a iimely �
mxziner witk� ather funding sources to ensure that a aa#'e buffer of beach xemvins At ail
tunes a�ong bea��ies in the cflnnty. � •
; Sect�on a. The SIG-C furthcr urges tiae �'3nellas County Boazd of County
Commissioners to recognize its implicit resp�nsibili�;% to prot�ct and preserve th� upland
�raperry by meeting its financia� obIigatian to pro�;ide the protection o� an adequate
bsach • as a buffer &om . ma�or storms and �IU.iTiC�tieS 51IlGe it both permitted thc
development of upland pr�periy and a�so continues to bsnefit each buc�get year :fxom
highez pe�r capita tax revenues. �
�IN'�'Rdb[TCEI) AND PASSED by the Banri�er Is�an��s Croverxunental Council Board of
Uirectors, Piaeltas County, Florida on this 31 st day of 7ulv Z002.
�'° Ch�Ies i�. Parkrr, Commissivner Madeira Bcacl�
' . . Secret�ry/Trensurcr
. Sarricr islnnds Governmenta� Council �
. �, ,
. , r. � � • .
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1. !. Beyrautl, M�yor ?owa of Rcdingtan Shores
� . T�resident
13arricr Islands Gov�rnmental Cnuncil
. ---r .
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• � . �� � �
., � ,
Ta: Mayor and Commissioners
From: Cyndie Goudeau, City Cler �
CC; Bill Horne, City Managor
Date: August 2, zoo2
RE: FLC l�egislatiwe Policy Committees
LL
}� ���� ��
U�
Interoffice Carrespandence 5heet
Attached is a synopsis of the Florida Leagu� of Cities Pa�icy process and current
poficy c�ammittees.
. .' The FLC Board of Directors has adopfed a pQlicy to make aii commiktee
a�apointments on an annual basis. Those interested i� serving need to submit a writken
�� � statsment of interest ta the incoming President reque5ting appoi�tment.
� Please note the following changc�s to the committees, �ffective after the August
FLC Con%rence. �
1) The Utilities and Tel�communications Poficy CammittQe will be dissolved ar�d
their issues transferred to Municipal Finance and Taxation for fiscai matters
and to the Urban Administration for regufatory matters.
2) Urban Administrati�n wilf focus more on transportation and will be renamed
Transpartation & Urban Admini�tration.
3} The Collective Barga�ning committee will be created to address
unianlpensian, coflective bargaining and personns! related issues,
4) Crimina! Justice, Eth�cs & Personnel will be renamed Criminal �lustice and
ethics issues transferred to another committeo.
„
Work by the Cammittees begins shortly after the August Conference.� September
and Ociober meQfings, as weli as the �egislative cartference in �tavember, are usually
held in 4rlando. A Committee meeting is also held in conjunction with the August FLC
�onference. � .
Cu�rently, Gommissioner Jonsan serves on the lntergovernmentat Relations
Committee; Chucl� Warringion on Utilities and Tel�communications and I am on Urban
Administration.
F- �,�,,,.� ��,.--.. . , . .,. . - - .,.. __..._ . . , , , ... .. . .. ,. . „. .....
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• , . K'���i
Ft.0 Poiicy
� Fia�da l.eague af Cities, Inc.
L�gi�l+�tiv� Ser�ices
I�A�,'C � (1�� 2
■ l.c�islative Bulletins � Issua prtefz � 20D. ActEon Agcnda � FLC Palicy � fcdcral Issucs � Othar I.o�isiativo Yssucs (
� 5taif } �iics � Han�a .
�°�'",tt�°-er°`� �� The F�orida League of C�ties' L�g�islativ�
����`� S�'�°m�n`�--� - policy Commit�ees P�ocess...
Through �the League`s I�adership, an inclusi�e committe� process
develaps an annual policy statement of legislaii�e priorities. Policy
Committees are appointed by the President In August and meet
soon af�er thro�gh Navember ta b�gin drafting the League`s
I�gislativ� prior�ttes fa�- the fallowing y�ar. Th� policy commf�te�s
then meet again at t�� League's November Legislative Conferer�ce
to �r�alixe t�eir �oftcy stat�ments which are then s�bmftted to the
Legislati�e Commi�tee for review, refinement� and recommendation
� for full membership adoption. During an average �egisla�i�e
sessian, o�er 3,Q00 bilis are �led and the League tracl�s over 400
bills for pot�ntial impact ort municipalities. In a sfiort sessfon like
Florida'�, oniy 6n days, it is importa�t for ciCy officials to focus on
those bills that dir�ctly aff�ct mun�cipaliti�s. Po�icy Commitkee
members ar� called upo�t to lobby their commit�ee's �ssues In
Taliahassee and at hame.
The Leagt�e has estabtished the following six leqislative pallcy
cammittees:
Criminat �ustice, E�hics and PQrsonn�i. This cammitlee �
addr�sses municipal roies in crlme prev�ntion and law �
�nforcement, recognizing tha� it has a direcr at#ect an its citizens'
q�ality of life and welt being. Th�s commit-tee also addresses
municlpai employer/emplayee reia�ians, personne4, ethics for public
officiais, Go��rnment fn the Suns�ine laws, elections arrd ot#�er
issues.
Environmental Quality: This cammlttee ad�ress�s municipal
concern� with water management, environmenta� permttting, salid
waste disposal and colfectio�, st�rmwa�er, coasta! manageme�t,
wastewater treatme�t and reu�e, w�rlands, hazardous and tvxic
waste, �
Intergo�ernmenta� Relations: This commltkee addresses
re�a�lonshi�s hetween the state, counties, municipalities, speciai
dl5tric�s, and ather regtonai governm�ntal units, fn additfor� to
review of braad constitu�ioRaf Issues� with respect to the unlque
roies and responsibillties oF each yo��rning enkity. T�Is committee
alsa adds�esses grawth manag�ment, affordabl� houslr�g and ot�er
issues, �
Munlcipal Finance and Taxation: Th�s �ommittiee addresses
pol�c�es speclffc to munlclpal concerr�s wlth taxatlan and oth�r
http:/Iflc2.�B�lS�AtlVCi0RI5.Cnri]Ijip�lCj►.ASp
8/2/02
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� ' . 11�}a.. ..
FLC Policy
�
I'a�e; 2 of'2
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revettues, regui�Lion nr municipai finances �y scate rirtancia�
agencies and at�er ftscal ma�t�rs. �
Urban Administration: Thls �ommittee addresses a number af
policies related to requlrements impos�d or� municipal governm�nt
nperatiansJadministratinn and other lssues such as protection of
municipal home r�le authvrity, tort liahflity, code enfor�ement, flre
and saFety, emtnent domain, transportatlan, and community and
ecor�+�mfr, dev�lo�ment,
Uti�ities and Telecommunications: The newest of the League's
committees addresses municipal concerns with utilitles and
tetecomm�nlcaklans t�chr�olagy, Franci�ise Fees and munictpaf
government`s right-of-way management.
� Th� League also has �ne other standEng comm�ttee which deals
• with federal issues that affect munic�palities, the Federal Actlan
" �� 5trike Tearn (�AST). FAST was created ta bo�ster th� League`s
' Federal advocacy efforEs. FAST member-s are appainted according ta
congressfonal dfstrict ar�d each �ember works c�osely with th�
� Florida League o� Cities a�d the Natfo�a3 League of Citi�s to shape �
, federa) legislat�on af#ecting municipalities in Florida. �
' � As part of the final adoption of the League's Legislative PofEcy ,
' , ' � 5tatement, the League president formaliy appoints a Legisiative
�� , . Commit�ee in Qctober prior to the November l.�gislative
. ConFerence. The Legislati�e Committee is comprise� o€ each �
legislative policy committee chair and the chairs oF the other
.. , standing committees; the presider�t of eac� local and regional
� , league; t�e presidents of severa� other mu�ic�pal associatior�s;
, chairs oF the mun�c#pa! trust boards; arrd several at-large members.
� ' Th�se officials me�t at the Legislative Conference ta re�lew the
- � policy statements tha� have beer� prepared by the legislative policy
, cammitt�es. The rn�e of th� ��gislati�e Committe� ls one of the
� � "big p�cture" perspective to e�sure that issues are fruly municipal,
rimeiy and properly presented, The Legislarive Commitr�� makes
, iormal recomm�ndations to adopt tt�e poiicy statement and
. . cfesignated prlor�ty issues with or without subsequent amendmer�ts
. to the l.eague`s membership at the "Business M�et�ng." T�ie .
�. � . Busin�ss Meeting is held on the final day. of the cnnference. The
.� pa�icy statemen� serves as the "har�dbook" for kh� mem�ersh�p and
. �.eague stafF ta lobby municfpat issues t#�roughout the Impending
, legislative session:
m
http:/lflc2.le�islativetaals.com/policy.asp
812/U2