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09/05/2002 l' . ) . . , , , ~ '. j .' I , , . , . " / - ' - - . j . . " CITY COMMISSION . MEETING "I ~ . , ' " ~ . . ,L d ' . , . ~ ~,' . ':,. ,. " , , . .", : , p .09/05/02 ( I ! I i I r I , ! ,j , , .' .' . fR', . 0, .\.:' I ; . ~., ". 1", '", ' '.1 . < '. . . .I~~~t".~..~,' . " . . ? ",c,':' , ,:' . . ' , " . ' NOTE: 09/02/02, , , .' . PRELIMXNARY (WS) AGENDA & PAPERWORK ; , THAT WAS IN PACKET INITIALL'Y B'UT THEN NOT CONTINUED ONTO THURSDAY'S , ' ' COMMISSION AGENDA IS AT THE BACK OF' " . ..' " ' . , THIS AGENDA PACK. . .' 01: . , , I ! , I : I , i , ~ \ . . I, I- . I ' " . . '. i '. ' , , " ,'~~j . ~ . f dl" . . I",!,.":.' . . , ' ,'035' ,,' .\ ACTION AGENDA - COMMISSION MEETING Thursday, September 5,2002 - 6:02 P.M. - Commission Chambers ITEM #1 - Invocation - Dr. Tidwell, Calvary Baptist Church ITEM #2 - PledQe of Allegiance - Mayor ITEM #3 -Introductions. Awards. and Presentation~ a) Legislative wrap-up reports for 2002 session from Representative Gus Bilirakis and Representative Kim Berfield - Given by Representative Berfield only b) Parks and Recreation Appreciation award to Norma Reinhardt, Vice Chair of the Juvenile Welfare Board - Given . c) Parks and Recreation Appreciation award to Infinity Broadcasting - Given d) Presentation by ClearWater Library Foundation for the new North Greenwood Branch Library - Check for $50,000 presented. e) Presentation by Clearwater Library Foundation for the new Main Library - Check for $2,100,000 presentea. ITEM #4 - Approval of Minutes - Regular Meeting August 22. 2002 - Approved as amended ITEM #5 - Citizens to be heard re items not on the Aqenda Owner of Captain's Pizza expressed concern regarding access to and parking availability for business on Mandal~y. ITEM #6 - Approve the recommended Penny for Pinellas proiect list. as revised. for fiscal vears 2002/03 throuqh 2009/10 - Approved. ITEM #7 - Public Hearinq - Fiscal 2002-2003 Annual BudQet: - Approved c) First Reading Ordinance #7011-02 - declaring the millage rate to be levied for the Fiscal Year beginning 10/01/02 and ending 09/30/03 at 5.753 mills (levy of 5.753 constitutes a 11.41% increase over the rolled back rate of 5.1640 mills). Ordinance passed 1st reading. First Reading Ordinance #7012-02 - adopting Operating Budget for Fiscal Year beginning 10/01/02 and ending 09/30/03. Ordinance passed 1st reading. First Reading Ordinance #7013-02 - adopting Capital Improvement Program Budget for Fiscal Year beginning 10/01/02 and ending 09/30/03. Ordinance passed 1 st reading. a) b) cc09a02-act 1 , 09/05/02 Public Hearing - Second Reading Ordinances ITEM #8~ Ordinance #7006w02 ~ Rezoning of property at 1214 Franklin Circle (Lot 5. Block J. Hibiscus Garden in Section 151 Township 29 South. Ranoe 15 East) (Alpina Investment. Inc.) REZ 2002-05002 - Ordinance adopted. CONSENT AGENDA (Items #09-21) - Approved as submitted. ITEM #9 - Approval of Purchases (& Declaration of Surplus) per Purchasinq Memorandum: 1) Contract to Tampa Bay Engineering Group, Clearwater, Florida for engineering . services from 09/05/02 thru 08/26/03 for $200,000. 2) Postage for Utility Bills during contract period: 10/01/02 thru 09/30/03 for $225,630. 3) Maintenance contract to Cayenta Canada Inc., Burnaby, ac, Canada for Utility Management Systems Programs for contract period: 10/01/02 thru 09/30/03 for $80,000. 4) Contract to Florida Department of Management Services, Tallahassee, Florida for Suncom long distance service for contract period: 10/01/02 thru 09/30/03 for $161,350. 5) Contract to Nextel Communications, Norcross, Georgia for Cellular/Radio services during the contract period: 10/01/02 thru 09/30/03 for $236,700. 6) "Contract to Sprint, Charlotte, North Carolina for PBX maintenance and miscellaneous add/moves/changes or equipment purchases for PBX during the contract period: 10/01/02 thru 09/30/03 for $60,300. 7) Contract to Verizon Florida Inc., St. Petersburg, Florida for telephone services during the contract period: 10/01/02 thru 09/30/03 for $402,825. 8) Contract to Pinellas County Solid Waste, St. Petersburg, Florida for debris removal site for the contract period: 09/05/02 thru 09/30/05 for $180,000. (PW) 10. Approve. the purchase of property. casualty, liability, workers' compensation. emergency medical services (EMS). fuel tank, and flood insurance coverage for Fiscal Year 2002/2003 as provided for in this agenda item in an amount not to exceed $1,800.000. 11. Approve the additional funding of $20,642.50 to the State of Florida Department of Transportation (FOOT) for the relocation of existing natural gas facilities impacted by the FOOT's S.R. 55/U.S. 19 (CSXRR to south of Enterprise Road) roadway Improvement project. 12. Approve one additional FTE for the Marine Department consisting of ,6 FTE for Pier 60 (General Fund) and .4 FTE for the Marine (Marine & Airpark Fund). 13. Approve Agreement between the School Board of Pine lias County 'and the. City of Clearwater for the development of a Joint-Use Driveway for Eisenhower Elementary School and the Eddie C. Moore Fields 8 & 9. 14. Approve the additional transfer of $215,285.74 to the. State of Florida Department of Transportation (FOOT) for the relocation of existing potable water and sanitary sewer facilities impacted by the FOOTs S.R. 55/U.S. 19 (CSXRR to south of Enterprise Road) roadway improvement project. cc09a02-act 2 09/05/02 " -". 15. 16. 17. 18. 19. 20. 21. 1 ' I , ' Approve a Work Order in the amount of $29,602 to TBE Group, Inc. to conduct a contamination assessment at the Police Sub-station located at 1310 N. Martin Luther King, Jr. Boulevard, as directed by the State of Florida Department of Environmental Protection. Approve the final plat for "Mediterranean Village in the Parktl located within the four-block area bounded by Cleveland Street, Martin Luther King Avenue, Pierce Streefand Myrtle Avenue in downtown Clearwater. Ratify and confirm the approval of Change Order #1 to Contract No. 00-0064a- PR for the Clearwater East-West Recreation Trail Bridge Installation Project to HarVey-Taddeo,lnc. of Oldsmar, Florida in the amount of $7,315.25. ' Ratify and confirm the additional transfer of $172,548.77 to the State of Florida Department of Transportation (FOOT) for the relocation of existing potable water and sanitary sewer facilities impacted by the' FOOT's S.R. 55/U.S. 19 at Drew Street Intersection Improvement project. Approve Agreement with Pennington, Moore, Wilkinson, Bell & Dunbar, P.A. to provide lobbyist services at the state level from 10/1/2002 to 9/30/2007 at a cost of $48,000 per year, plus expenses not to exceed $4,800 per year. Marine Advisory Board - Reappoint Nicholas Matsis Other Pending Matters - None OTHER ITEMS ON CITY MANAGER REPORT ITEM #22 - Approve changes to the Citv of Clearwater Employee's Pension Plan relating to the Economic Growth and Tax Relief Reconciliation of 2001 and pass ' Ordinance #7033~02 on first reading - Ordinance passed 1 st reading ITEM #23 - Approve changes to the City of Clearwater Police Officers Supplementary Pension Plan relating to the Economic Growth and Tax Relief Reconciliation of 2001 and pass Ordinance # 7034-02 on first reading - Ordinance passed 1 st reading ITEM #24 - Approve changes to the City of Clearwater Firefiohters' Supplemental Trust Fund relating to the Economic Growth and Tax' Relief Reconciliation of 2001 and pass Ordinance # 7035-02 on first reading - Ordinance passed 1 st reading ITEM #25 - Clearwater Housino Authority - 1 Appointment - Pulled ITEM #26 - Environmental Advisorv Board - 1 Appointment - Appointed Michael Flannery CITY ATTORNEY REPORTS ITEM #27 - Other City Attorney Items - None ITEM #28 - City Manaoer Verbal Reports - None cc09a02-act 3 09/05/02 " , ITEM #29 - Commission Discussion Items: a) Visioning Statement with Strategic Priorities - Reviewed and adopted as amended as the final draft, document until public feedback Is obtained b) Commission appointee to Homeless Task Force -Remain as unofficial committee .. ' ITEM #30 - Other Commission Action Hibbard attended St. Pete/Clearwater Economic Development meeting. They have great web site. That committee is searching for a core job training location, 'Invited everyone to attend the September 11 commemoration services at the Harborview. Gray will brief the Commission regarding the Co'unty's response to Senate Bill 1906 at next Work Session. . Jonson said the Gazette publiShed the wrong phone number in an article he wrote. . Encouraged evelyone to exercise their right to vote on Tuesday. Thanked Clearwater Chamber of Commerce for sponsoring Politics in the Park. Thanked Commissioner Hamilton for handling the soda machine problem. Acknowledged Krispy Kreme for adding street number on their freestanding sign. Enjoyed attending Clearwater' Firefighters MBA Volleyball Tournament. Thanked Wendy Campbell for organizing it. Presented' photos (fence) of downtown cleaning up the small things, and photo of fire hydrant with overgrown shrubs that needs cleaning up. Encouraged participation in September 11 services. Hamilton enjoyed the Clearwater Firefighters MBA Volleyball Tournament. Urged everyone to find a portion of their day to reflect on events of September 11. Encouraged everyone to attend High School football which starts this week. AunQst will broadcast the Countryside football game on 9/22., Requested Commissioner. Hamilton report to the Commission at the next meeting re the Jolley Trolley's use. Received 3 letters this week congratulating City employees, Received complimentary letter from a broker regarding Margie Simmons and how the City handles bond issues. Said September 11 is important day to remember. Reminders- Bicycle Jamboree on 917/02; September 11 activities at Harborview Center; Sailing Center Opening Gala from 10 - 5 on 9/14; Citizens Academy Picnic on 9/14. Condolences to Warrens and Homes for loss of their grandson and Bill Conrad on the loss of his wife. , ITEM #31 - Adiournment - 8:12 p.m. cc09a02.act 4 09/05/02 (I Clearwater City Commission Agenda Cover Memorandum Worksession lIem #: g if 1/ / Final Agenda Item # 0 Mealing Date: 9/5/02 SUBJECT/RECOMMENDA liON: Approve the recommended Penny for Pinellas project list, as revisedt for fiscal years 2002/03 ,through 2009/10, o snd that the approprIate officIals be authorized to execute same. SUMMARY: '. On March 6, ,1997, the City Commission adopted Ordinance No. 6137-97. The ordinance established the requirement for a special hearing prior to the adoption of the capital improvement , budget to discuss the use of Penny for Pinellas taxt and at any time in which therepany proposed change to Penny for Pine lias funding of $500,000 or more. . The attached listing includes the Penny for Pinellas projects as currently approved by the City Commission last September and the new list for "Recommended Project Funding" as included in ' the proposed FY 2002/03 capital improvement plan through the final year of Penny receipts in fiscai 2009/10. , ! ct, Funding for one project has been eliminated in the recommended plan. This proposal recognizes the elimination of $1,225,000 of funding planned in fiscal year 2007/08 for the Myrtle Avenue/Ft. Harrison Avenue widening project. The City's funding is no longer needed because the Department of Transportation is now going to fund this project. . No new projects have been added under this proposal. 'I I Rovlewed bYI )tl Originating Dept: Costs nla Legal ~f Info Srvc -!!lL OMB Tolal nla Budget ~ PUbIICW~ User Dept. Funding Sourco: Purchasjn a OCM/AC Current FY nla CI 9 Cltv Mananer - Risk Mgmt nla Other Attachments OP - Penny for Plnollas proJoct list Ollie I r ,Submitted by: ~ ~ o None Clly Manager Appropriation Code: o Printed on roc cled a or Rov. y p p 2/98 I'ill}~~,::\~':.'!..~',. ~>';'"t':--{r 1~..~~J u-.;' I ,~ . , . '.'1 J " , ' , . ~Jt..~.. ' 46, ~{I.rwater . ~;-'li,.r' ~ " . , ' " , , , ',' ,. ,U / Interoffice Correspondence Sheet , To: , From: Mayor, and Commission ' Tina Wilson. B'ud~et Direct~r-c3 . . l . . I .' , ' Bill Horne, City Manager Garry Brumback, Assistant City Manager Cyndie Goudeau, City Clerk Date: September 4, 2002 " '\ ! CC:, " RE: Correction to Penny for PineUas Worksheets' , ;.1 \' Attached are corrections' to the Penny for Pinellas worksheets reallocating a total of $3 million , (rather than $1 million) from the "Beach Streetscapett project to the "Corornado/S. Gulfview' Streetscape" proje'ct. " , :i' " ,,' , ' . , " ."' ~ . . .' , :f "~'. ,. , ' , . , J i ",. .. " , '. " ~. . I " ' '\ I .: I , . , I" .' " ;, ,'" . . , l"' " , , '~~"!~~""'~''''f.~.lo-:-~'''.~.-' :. . , . ~. , .' ~ . .' " , . : <.~ .l < \ '; ~ ,) ': I Penny for Plnp-lIa. ' .. , Eight-Year Pllln for.f1scal years 2002/03 through 2009.'10 " .' Adopted Less: FY 02/03 B Year Plan Project Fundedln Project ' Proposed Proposed FundfnQ - Sept '02 Fy 01/02 Fundlnq , ChanCles Or:tober 1, 02 Beach Streetscape 4,500,000 1,500,000 3,000,000 (1,000,000) 2,000,000 Fire - Northwest Slatlon 1,700,000 1,700,000 . . FIre ., Northwest Slallon FurnIshIngs, 1241000 1241000 - " - FIe - Main Station 4,605,000 4,605,000 4',005,000 FIre ~ Aerial 1,200,000 1,200,000 - - , Fire. Rescue 3101800 90,800 2201000 220,000 Flre';Tralnlng Faclllty 600,000 100,000 500,000 500,000 Fire. ShoplSupply Facility 2,000,000 2,000,000 21000,000 Fire. Clearwater Mall Stallon 2,000,000 2251000 11775,000 " 117751000 Fire. FIre Stallon 4a Renovation & Expansion 2,000,000 21000,000 2,0001000 CoronadolS. Gulfvlew Streetscape 110001000 110001000 Hatborbluft Park 2,000,000 2,000,000 210001000 Downtown SIO,1wtrOutfall Pipe (Town Pond) , 1,500,000 1.500,000 - . ,Myrlle/Fl. Harrison Wdenl~g .. ' 1.225,000 11225,000 (112251000) .' Recreation Trans , , ,2.572,000 ' 721060 21500,000 21500,000 Ross Norton Recreatlon Co'mph!x 21500,000 ' 500,000 21000,000 210001000 Momlngslde Recreation Center ' 21500,000' 2,500,000 2,5001000 DrUid Road Improvements 2.400,000 2,400,000 2,4001000 Infrastructure i=aclllty - Parks & Rec ' 3,100,000 3,100,000 , ' 3,1001000 , ' Subtotal Capital Projects 36,636,600 7,011.600 29,625,000 (1,225,000 28,600,000 .' ~ i " .. " , ' " :...>> .' ,l> : ! ~. .1 .'T' tl <t., \, ' 'l. i, to' . , i , " , .. " , I ,j I " ~ :~. ': ( '.' It.i " II .!' ,', , " )' .. , ., . ^. '.t," , " "., !~'. = ' . ',' , " , '..1 ~ '. :; - ," ' " " ,', " ~ ' < I .' ", ' " ' " I"~ ~:. ", " i~l; . .':,~ , ' ':\ , , , (. I:,' I" 1 ' ~, I}: . I' i',: I,,' " , , 1 :~" I,,, i';'. 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". . .' ,. :'(') :-;':;, ',:"':SiPT~MOtR",5J2'OtJ'2:: :":,~~:.':':I,:'l~:r';:'!,::!': ~ '/1 .,(:<~, : :/:. :, :.:" . ;ll;'l".~ ~-:..:,~ \'<'~~ I.,.l.~ .' ..>.'( .~ ~ ,\ '. ~ ~t..; I \. "t::i; ~.':.~,:'.~" '. . ~., :,,:\>~j. :", - -. CITY COUNCIL AGENDA 09/05/02 NOTE: This material was not included in microfilmed documents. Item # 7 (b) Revised. Misc. Handouts. iF 70;) Revised 9-3-02 EXHIBIT A CITY OF CLEARWATER . 2002-03 BUDGETED REVENUE Actual Budgeted Budgeted Revenues Revenues Revenues 2000/01 2001/02 2002/03 GENERAL FUND: Property Taxes 25,973,420 28,115,300 ". '.31.385.360 Sales Tax Revenue 5,4 79,239 12,850,000 13,973,940 Franchise Fees 8,700,706 6,858,720 6,891,660 Utility Taxes 15,486,388 10,798,580 . . .9,958.970. Licenses & Permits 3,495,192 3,182,360 3,282,610 Fines. Forfeitures and Penalties 1,485,448 1,525,880 1,504,130 Intergovernmental Revenues 8,790,261 9,417,060 9,792,280 Charges for Current Services 1,807,929 2,002,500 2,502,810 Use and Sale of City Property and Money 2,150,081 1,240,860 1,228,800 Miscellaneous Revenues 164,194 309,290 139,460 Interfund ChargesfTransfers 11,181,137 11,696,090 11,968,670 Transfer from Surplus 313,000 607,900 TOTAL GENERAL FUND 84,713,995 88.309,640 93,236,590 SPECIAL REVENUE FUNDS: Special Development 14,410,916 19,549,560 ::.-...'16.293;230 , ,~ . . . Special Program Fund 5,977,442 2.027,720 1,945,720 Local Housing Assistance Trust Fund 1,072,607 873,440 889,505 ENTERPRISE FUNDS: Water & Sewer Fund 39,485,996 44,760,020 46,228,000 Stormwater Utility Fund 5,323,294 5,646,780 9,538,080 Solid Waste Fund 16.626,605 15,817,300 16,175,100 Gas Fund 31,201,838 28,384,970 29,274,990 Recycling Fund 2,509,127 2,357,140 2,356,000 Marine & Aviation Fund 3,364,956 3,372,530 3,201,400 Parking Fund 4,365,110 4,204,720 4,351,920 Harborview Center Fund 4,115,587 2,396,670 2,276,280 INTERNAL SERVICE FUNDS: Administrative Services 7,649,409 8,066,680 8,332,980 General Services 2,930,005 3,240,040 3,264,090 Garage Fund 9,730,127 8,983,680 8,957,230 Central Insurance Fund 15,069,132 14,353,620 15,779,190 TOTAL ALL FUNDS 248,546,146 252,344,510 262,100,305 . Ordinance #7012-02 Revised 9-3-02 EXHIBIT A (Continued) CITY OF CLEARWATER 2002-03 BUDGETED EXPENDITURES . Actlll1l Blldgotod Budgeted E)( pond It II rIIB Expondlturos Expenditures 2000/01 2001/02 2002/03 GENERAL FUND: City Commission (,0(1,(;'/0 nO,400 266,850 City Manager's Office !i70.310 703,380 798,720 City Attorney's Office 070,:10,1 1,250,130 1,354,850 City Audit 128,790 Development & Neighborhood Services Vi.1I , 11:\ ? ,B!iO,BGO 3,127,450 Economic Development & Housing nOI),lIl:l 001,240 1,537,180 Equity Services 1111,nl M11I,430 482,650 Finance 1,110 I. \(\0 ;',(l,\(},OOO 1,942,630 Fire l.l,()!HUHJ7 1 !UJ02,300 16,212,950 General Support Services/Grant Writer .\1, ;!OO 0 0 Human Resources I,O!i2,OOI 1 1~11.250 1.212,310 Library 4,327,030 .1!141,310 4,687,640 Marine & Aviation !)Q0,023 !j07,300 501,280 Non-Departmental 2,501,nO ;',773,!)(J0 4,010,430 Office of Management & Budget 257,362 20"/ ,020 284,970 Official Records & Legislative Services 1.101,503 1,203,480 1,207,340 Parks & Recreation 12,808,320 101,'145,550 15,778,130 Planning 1,702,015 1.1,10,000 1,158,920 Police 26,053,052 2",600,810 28,029,080 . Public Communications 701,713 010,400 005,120 Public Works Administration 7,334,432 13.:150,300 8,709,300 Quality of Life Administration 690,018 0 0 TOTAL GENERAL FUND 80,461,387 88,309,640 93,236,590 SPECIAL REVENUE FUNDS: Special Development 5,801,435 18.646,110 15,077 ,040 Special Program Fund 15,368,653 1,932,720 1,845,720 Local Housing Assistance Trust Fund 258.450 873,440 889,505 ENTERPRISE FUNDS: Water & Sewer Fund 38,922,330 44,760,020 44,452,990 Stormwater Utility Fund 4,594,236 5,646,780 9,538,080 Solid Waste Fund 14,414,753 15,812,190 15,724,910 Gas Fund 27,350,379 27.168,920 28,393,600 Recycling Fund 1,997,297 2,357,140 2,344,840 Marine & Aviation Fund 2,887,856 3,352,250 3,181,860 Parking Fund 2,708,922 3,119,220 3,363,700 Harborview Center Fund 2,155,909 2,396,670 2,276,280 INTERNAL SERVICE FUNDS: Administrative Services 6,716,254 8,066,680 8,332,980 General Services 2,751,881 3,222,950 3,239,080 Garage Fund 7,848,180 8,983,680 8,957,230 Central Insurance Fund 15,050,426 12.086.800 14,076,920 . TOTAL ALL FUNDS 229,288,348 246,735,210 254,931,925 Ordinance #7012-02 . . . ~clA J cvts ~ Clearwater u Interoffice Correspondence Sheet To: Mayor and Commissioners From: tpY Sue Diana, Assistant City Clerk j ! CC: Bill Horne, City Manager; Garry Brumback, Asst. City Manager; Ralph Stone, Asst. City Manager; Pam Akin, City' Attorney Date: September 1, 2002 RE: Revisions to Agenda Packet for September 5, 2002 The following changes/additions are provided: · Unapproved minutes from 8/22/02 meeting · Item #6 - Penny for pinellas - revised worksheets · Item #7 - Ord 7012-02 Operating Budget FY 02/03 - revised Exhibit A and copy of power point presentation included . CDI(a) Revised vision paper CORRECTED PAGE #17 - August 22, 2002 ~inutes UNAPPROVED Richard Wilhelm and Sam Downing, representing the property owners, reported work should be completed within 10 days. They complimented the City's professional staff. It was requested staff be flexible and, if possible, expedite permitting necessary for the project's next step. ITEM #40 - Other Commission Action Commissioner Hibbard, Commissioner Gray, and Commissioner Jonson today attended the grand opening of the downtown Pub/ix, a welcome addition. Commissioner Hibbard said today he had attended the groundbreaking for Mediterranean Village, a 100-townhome development downtown. " i Commissioner Hibbard said he had attended a Pinellas County Safety Counsel meeting and accepted an award on behalf of the City for the roundabout project at Acacia Circle. Officer Kinchen also was presented an award for work on a successful seat belt program at Clearwater High School. Commissioner Gray and Commissioner Hamilton said the FLC (Florida League of Cities) meetings had been educational and offered an opportunity to interact with other elected officials. Commissioner Gray said she had attended a meeting in Jackson Hole, WY as a guest of the Gas Department on behalf of the Mayor, where CGS Managing Director Chuck Warrington was installed as Chair of the American Public Gas Association. C~mmissioner Jonson said limiting C-View programming to broadcasting meetings may save $80,000 annually, not a million millions as some citizens have suggested. He felt independent productions, such as Blueline CPO, are valuable to residents. Commissioner Jonson recommended a small grant program for neighborhoods be established, offering matching funds. ComlTlissioner Jonson requested information regarding the City's retum on investment for the Tampa Bay Partnership. Commissioner Jonson congratulated the City Manager and staff for completion of the Code Compliance Program for City properties. Commissioner Jonson thanked Florida Power for straightening its light poles on the Memorial Causeway. Commissioner Jonson thanked Peoples Bank for locating its street address on its freestanding sign. Commissioner Jonson, Commissioner Hamilton, and Mayor AunQst offered Darold Brink get well wishes and offered thoughts and prayers to him and Carolyn. mcc08b02 17 08/22/02 ~ Clearwater () Interoffice Correspondence Sheet To: Mayor and Commissioners From: Cyndie Goudeau, City Clerk Bill Horne, City Manager; Garry Brumback, Asst. City Manager: Ralph Stone, Asst. City Manager; Pam Akin, City Attorney CC: Date: August 30, 2002 RE: Revision to Agenda Packet for September 3, 2002 The following additions/amendments are provided: . Amended Preliminary Agenda (Revisions) . Corrected FN #1 amount to $1,800,000. . Moved FN #2 to HR #1 - Ord # 7033-02 Employees' Pension Plan . Added PO #1 - Ord #7034-02 Police Officers' Supplementary Pension Plan . Added FO #1 - Ord #7035-02 Firefighters' Supplemental Trust Fund . Added COI#3 - Tree Tour of old Clearwater Mall Site . 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C - ::r- ~:.: E' c5 r; _ s;., ~ ::r' c: 0- r' Q ~ ~ r;; "':' t::,"::1 fA 0... C 0 (b l.--~~ 3~== 5: ~dg":::-,~~ '''',0 91n5 ~:: :f~ - 9 ro ~ :.. . ~ ~ ~ c ~ ~ g' ~... Il 9 ;;.,.J :::::s r-: =:: ~ _' ~ ~ ...... . - Q." ~ '=5 ".J:" .. ::: '.. 'o. ... , 14 . NATION/WORLD. MONDAY. SEPTEMBER 2. 2002 . THE TAMPA TRIBUNE. TBO,com O_ua_{ll'l~_.l- O...N The Plague Of Shock Jocks Around here we have had our share of outrageous stunts by local shock jocks - radio person'aJities who deal in filth and the grotesque - but nothing done locally compares to the act orchestrated by t\\'o New York cretins. Those cretins arranged to broadcast a couple having sex in St. Patrick's Cathe- dral. And the day they chose for the event was the Feast of the Assumption, when many Catholics would be attend- ing Mass. The jocks were fired. The pair had been dismissed from a ~lassachuselts station in 1998 after an- nouncing on April Fool's Day that Bos- ton MayorThomas M. Menino had been kiJIed in a car crash. Even more outrageous than their lat- est stunt is the likelihuud that the "en- tertainers" wiJI soon have new jobs. But most troubling in this period of cult ural degradation is that there is a substantial radio audience fur what is most base, obscene and profane. o \I ., THE TAMPA TRIBUNE ~ .'. Published by The Tribune Co., 200/202 S. Parker St., Tampa FL 33606'2395 STEVEN M. WEAVER Publisher and President GIL THELEN Senior Vice President and Executive Editor KERMIT J. KAUFFMAN Vice President of Finance EDWIN A. ROBERTS, JR. Editorial Page Editor JOE GUIDRY Deputy Editorial Page Editor DONNA M. REED Managing Editor LAWRENCE FlETCHER Deputy Managing Editor CRAIG GEMOULES Deputy Managing Editor AMY CHOWN Marketing Director BRUCE FAULMANN Advertising Director JIM GONNERING Controller DAVID KIRKMAN Circulation Director DONNA R. MANION Human Resources Director TED STASNEY Market Development Director GREG STEWART Operations Director JOHN TRUFFA Information T eChnolor Director ':. '1 _M~~~~/~~, Scptcmbcr 5, 2ht~c;n~ 1) Vacation? ') y..1~ '2 . \), ~.. ~ 2) Saturday, Sept 7th at 10:00 AM-- Officer Friendly Bicycle Jamboree at Countryside Recreation Center 3) Wednesday, Sept 11th, 9:45 AM, a Memorial Service will be held at the Harborview Center and is hosted by the Pinellas County Fire Chief Association and Countryside Library is hosting a "Community Heroes Day" program at 10:00 AM for children. 4) Saturday, Sept 14th - Sailing Center Opening Gala from 10:00 AM - 5:00 PM; also 11:00 AM - 1:00 PM is the Citizen's Academy Kick-off picnic at Moccasin Lake Park 5) Next work session is September 16th at 9:00 AM ~of- CJ. ~ J.... ~~l~ ~'6 r Do you want to read attached letters? ~r~ ~;YI~ J ~ ~ ~ ~ '" ~ -... ." ~ -; , .. Q "" '" lit .t. ~ r '- .V\ ... . ~ ' . -'\ 4- . .... - ~ ~ d ~ ~ v -+ . U \~' '$ :r. ~ :a J ,-p (-, ~ Q S lfI J i .:7l ..t. ~ .... 0 ..p '" 'a ., ~ ~ n..Q - i . ~ , ~" - - ..... b , .... ~ 0 -~ , ~ J - ~ Q .- " -1 .- ~ ., ... 0 Q .JL .J ~ ... ., -c .J u -f"') ; \-d ~ ,., ... r; ""' .. .. '" 0 ~ ~ .. ~ .- ~ ft ; .... -c ~ ! . ... . . ... , -t E ~ ~ ~ 'f t ~ c ~ * ... . Cf ... JJ -I. ,- 1 ., . " J~ -l. u So ""L~ ~ U 4 l' ~ o ~ i\~ ~ l _2 e ~ " c ~ ~ <) . - ~ ~ .. ~ Q.. ') - ~ .- \I ~ ~ 0 ~ , ) \. , ~. ~ ~ Q " ~ " or I: ). . . ~ - , V\ ~ ~ .. ..l. "" -\. c , ~ 3 ~ . ., ~ .., u , ..:t ~ -.Q. 0 ~ ..- Q\ ~ 4 '" . " -\1 lit cr ~ ~ cl ..q " . .. . ~ ~ v C' . - .~ Cb i ~ ~ ~ . . , ~ '" . ~ ~\-\ " 1 ~ 3 , ~ 0 ~ " " "'"tt \-\ " " ~ - '" ~ ..s: ~ ~ C\ '" -! ::It ~ ..t ~ l - ~ .... ~ '""I , ~ - . fI " ~ .... ~ "l t , ( ~ ~ ~ ~ ...s. ~ ~ , ~ ., ) ~ .....'" 'i ( .. Q " C ' -'0 .....11'\ .. - ...:" . ") .;: Q...... . ~ -~..... . .- g~~ ....{ is .- to) '.t.. >- ..... ';i . €!I ~ .. W r::~ ..Z ~ Z ~-~ 00 cr: t, . ~ ~ 1-- CJ)O :~6 ~ en en .,., f3~ . 8\ C;U w~ n ClO -:E c::t cr:_ ~'; l1.:E C1..~ , 00 0.. ~' 00 LLJ cr: ' . en w ...J 0 Shelley Kappeler 29DG Lll~k [states Circle East I. Ckarwa ta, n. :~:~ 7t; 1 (727) 1:~:.~-12;)2 Ow Brian :\un~~st, .\1ayor y ~ Ollieto' (II the l\1ayor City 01 Ck~lr\Vater PO H ~ 7 4 ~ Ckarwa tel', n. :~:~ 7;)~ COPIES TO: COMMISSION AUG 2 3 2002 PRESS CLERK / ATTORNEY August 20. 2002 Dear .\ 11'. Aungst: [ know it is hard lor you to see all the laciIities and pro~~rams that ~~o on in the City, so I am sendin~~ you and the Recreation Director a \ctter ~Ibotlt two excellent ~mpl0yees I've nxently encountered and their pro~ram. I am writin:~ to tell you about a pro:~ra11l my son has been enrolled in for six months. It is the preschool sports pro~~ram, !.illl/:! Sporls, at Joe DiM,I~~io Spans Complex. ~ pAy son W~lS apprehensive about the class when We first started and sat on the bleachers for several long weeks. He was unsure as Coach Chip appeared one day and Coach Devin the nc~t. But :IS the wecks and montl1s -passed, he has enjoyed feal'l1ins new sports :lnd comins to the ~~Y11l. T-b:lll and Basketball aside, the main reason my son really enjoys comins to !.ittlc Sports is the encouraselllent and attention paid to him by Ihese two dedicated staff mcmbers. They could hold a class on math 8.: fractions and my child would show up enthusiastically to participate with them. The preschool set is a very hard asc to pro:z.ram for and I am impressed with the patienct' Ihese two individuals possess to work with youn:~er kids. Devin Filer is always \\'illin~~ to take a liltIc extra time with ea...-h child and he shows he is havins a sood time himself. Chip Polts doesn't let the kids' ages dictate their abilities and constantly challenges them to do morL' as the weeks progress. They provide a 101 of activity in this little pro2,ram. I appreciate the Recrt'ation 8.: Parks Department for continuin~~ to provide such a well run pro~~ram by these two staff members. Thank youl Sincerely, <6 · f0----~--u Shelley J. Kappeler . \\\) l'PI e-\- c- o\'-' h Barbara & Joel Gurian 2152 Hartford Way Clearwater, FL 33763 August 26, 2002 COPIES TO' COMMISSION City of Clearwater Brian Aungst, Mayor 100 S. Myrtle Ave. Clearwater, FL :n630 AUG 2 9 2002 PRESS CLERK I ATTORNEY Dear Mayor Aungst: I have lived in the city of Clearwater for 28 years and have always been pleased with the many services I have received. Over this past summer, Cleanvater's Road alld Draina~e Division of the Public Sen'ices Department f!orirlvolved with us to rerxzfr damape to an existing draina nt. it turned out to be a large, time-consuming - ~ project requiring much time, effort, and cost. Charlie McAbee, Public Services Suoervisor, was attentive to our needs and cOllSidered all aspects of the job. His crew was extreme(v industrious, especially with the sweltering hot Florida summer heat and humidity. Vall Watson, the job foreman, wa~ a hard-working supervisor with strong work ethics. He had a positive "can do" attihlde. Van never assigned his men ajob he wasn't willing to do himself. The crew of Jimmy Wren, Kimmie Brooks, Gordon Ross, and Denis Brett were diligent at performing their assignments with a smile. They were always concerned about property damage and were very proactive in their approach to challenges. We certain(v appreciated all their professional work strategies. We wmlted YOII to know about so~e of Cleanf!ater 's :'fi1lest" employees. The Road and Drainage Division made my husband and I prolld that we chose to continlle living in CleanJ'afer whell'we bought this house four years ago. Sincerely, ~~'G1^~ Barbara & Joel Guria1l ;y~ ~ fUA1'~ MILLAGE ORDINANCE 8t(lJ (t, ''let ORDINANCE NO. 7011w02 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, DECLARING THE MILLAGE RATE TO BE LEVIED FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2002, AND ENDING SEPTEMBER 30, 2003, FOR OPERATION PURPOSES INCLUDING PENSIONS ,AND DEBT SERVICE, AND ROAD MAINTENANCE FOR CAPITAL IMPROVEMENT EXPENDITURES AT 5.753 MILLS; PROVIDING AN EFFECTIVE DATE. THE LEVY OF 5.753 MILLS CONSTITUTES AN 11.41% INCREASE OVER THE ROLLED BACK RATE OF 5.1640 MILLS. , , WHEREAS, the estimated revenue to be received by the City for the fiscal year beginning October 1, 2002, and ending September 30, 2003, from ad valorem taxes is $33,371,330; and WHEREAS, based upon the taxable value provided by the Pinellas County Property Appraiser, 5.753 mills are necessary to generate $33,371,330; now, therefore, ' , , ' BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF CLEARWATER, FLORIDA: Section 1. It is hereby determined that a tax of 5.753 mills against the non-exempt real and personal property within the City is necessary to raise the sums to be appropriated for operation purposes, including pensions and debt service, road capital improvement projects, for the fiscal year beginning October 1, 2002. ' Section 2. The levy of 5.753 mills constitutes an 11.41 % increase from the rolled back rate. Section 3. This ordinance shall take effect October 1, 2002. , PASSED ON FIRST READING PASSED ON SECOND AND FINAL READING AND ADOPTED ,\ Brian J. Aungst Mayor-Commissioner Approved as to form: ' Attest: !I, I I " ~ \... . Pamela K. Akin City Attorney Cynthia E. Goudeau City Clerk Ordinance No. 7011.02 1 I OPERATING BUDGET ORDINANCE ORDINANCE NO. 7012-02 /]t( .11 J. h 7P AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, ADOPTING AN OPERATING BUDGET FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2002, AND ENDING SEPTEMBER 30. 2003; AUTHORIZING THE CITY ,MANAGER TO ISSUE SUCH INSTRUCTIONS THAT ARE NECESSARY TO ACHIEVE AND ACCOMPLISH THE SERVICE PROGRAMS SO AUTHORIZED; AUTHORIZING THE CITY MANAGER TO TRANSFER MONIES AND PROGRAMS AMONG THE DEPARTMENTS AND ACTIVITIES WITHIN ANY FUND AS PROVIDED BY CHAPTER 2 OF THE CLEARWATER CODE OF ORDINANCES; PROVIDING AN EFFECTIVE DATE. I ! WHEREAS, the City Manager has submitted an estimate of the expenditures necessary to carry on the City government for the fiscal year beginning October 1. 2002. and ending September 30,2003; and WHEREASI an estimate of the revenues to be received by the City during said period from ad, valorem taxes and other sources has been submitted to the City Commission; and WHEREAS, a general summary of the operating budgetl and notice of the times and places where copies of the budget message and operating budget are available for inspection by the public, was published in a newspaper of general circulation; and WHEREAS. the City Commission has examined and carefully considered the proposed budget; and WHEREAS. in accordance with Chapter 2 of the Clearwater Code of Ordinances. the City Commission' conducted a public hearing in City Hall on September 5, 2002, upon said budget and tax levy; now. therefore, BE IT ORDAINED BY THE CllY COMMISSION OF THE CITY OF CLEARWATER, FLORIDA; Section 1. Pursuant to the City Manager's Annual Budget Report for the fiscal year beginning October 1, 2002. and ending September 30, 2003, a copy of which is on file with the City Clerk, the City Commission hereby adopts a budget for the operation of the City, a copy of which is attached hereto as Exhibit A. l , , L"", 'Y.' .', "..' ,,-,.., ,-"..'.~ ' Ordinance No. 7012-02 Section 2. The budget as adopted shall stand and be the budget of the' City for said fiscal year. subject to the authority of the City Commission to amend or change the budget as provided by Section 2.519 of the C!earwater Code of Ordinances. ' ~ection 3. The City Manager is authorized and directed to issue such Instructions 'and directives that are necessary to achieve and accomplish the service programs authorized by the adoption of this budget. , ' Section 4. The City Manager is authorized for reasons of economy or efficiency to transfer part or all of.any unencumbered appropriation balance among programs within an operating fund. provided such action does not result in the discontinuance of a program. I ' Section 5. It is the intent of the City Commission that this budget! Including amendments thereto, is adopted to permit the legal appropriation and encumbering of funds for the purposes set forth in the budget. All appropriated and encumbered but unexpended funds at the end of the fiscal year may be expended during, the subsequent fiscal year for the purposes for which they were appropriated and encumbered, and such expenditures shall be deemed to have been spent out of the current budget allocation. It shall not be necessary to reappropriate additional funds in the budget for the subsequent fiscal year to cover valid open encumbrances outstanding as of the end of the current fiscal year. I, Section 6. Should any provision of this ordinance be declared by any court to be invalid. the same shall not affect the validity of the ordinance as a whole. or any provision thereof. ,other than the provision declared to be invalid. Section 7. This ordinance shall take effect October 1, 2002. PASSED ON FIRST READING PASSED ON SECOND AND FINAL , READING AND ADOPTED Brian J. Aungst Mayor-Commissioner Approved as to form: Attest: il ' " . }' " .' 1-7 1'-- Pamela K. Akin City Attorney Cynthia E. Goudeau City Clerk Ordinance No. 7012~02 , EXHIBIT A CITY OF CLEARWATER 2002-03 BUDGETED REVENUE Actual Budgeted Budgeted Rovenues Revenues Revenues 2000/01 2001/02 2002/03 GENERAL FUND: Property Taxes 25,973,420 28,115,300 31,368,930 Sales Tax Revenue 5,479,239 12,850.000 13.973,940 Franchise Fees 8,700.706 6,858,720 6,891,660 , Utility Taxes . 15,486.388 10,798,580 9,975,400 Licenses & Permlls 3,495,192 3,182,360 3,282,610 , Frnes, Forfeitures and Penalties 1,485,448 ' 1,525,880 1,504,130 Intergovernmental Revenues . 8.790,261 9,417.060 9,792,280 Charges for Current Services 1,807,929 2,002,500 2,502,810 Use and Sale of City Property and Money 2.150,081 1,240,860 1,228,800 Miscellaneous Revenues 164,194 309,290 ,139,460 lnterfund ChargeslTransfers 11,181,137 11,696,090 11,968,670 Transfer from Surplus 313,000 607,900 TOTAL GENERAL FUND 84,713,995 ' 88,309,640 93,236,590 SPECIAL REVENUE FUNDS: , Special Development 14,410,916 19.549,560 16,292,130 Special Program Fund 5,977,442 2,027,720 1,945,720 Local Housing Assistance Trust Fund 1,072,607 873,440 889,505 , , ENTERPRISE FUNDS: Water & Sewer Fund 39,485,996 44,760,020 46,228,000 Stormwater Utility Fund ,5,323,294 5,646,780 9,538,080 Solid Waste Fund 16,626,605 15,817,300 16,175,100 Gas Fund 31,201,838 28,384,970 29,274,990 Recycling Fund 2,509,127 2,357,140 2,356,000 Marine & Aviation Fund 3,364.956 3,372,530 3,201,400 Parking Fund 4,365.110 4.204,720 4,351,920 Harborvlew Center Fund 4.115,587 2,396,670 2,276,280 INTERNAL SERVICE FUNDS: Administrative Services 7.649,409 8,066,680 8,332,980 General Services 2,930,005 3,240,040 3,264,090 Garage Fund 9,730,127 8,983,680 8,957.230 Central Insurance Fund 15,069,132 14,353,620 15,779,190 TOTAL ALL FUNDS 248,546,146 252,344,510 262,099.205 Ordinance #7012.02 15-+l4:.~I.J"~' ,- t.:"'.......I.~.'"d:. . ':",. ". . EXHIBIT A (Continued) CITY OF CLEARWATER 2002~03 BUDGETED EXPENDITURES' Actual Budgeted Budgotod Expenditures Expenditures Expenditures 2000/01 2001/02 2002103 , ,GENERAL FUND: City Commission 205,578 270,400 266,850 City Manager's Office 570,310 783,380 798,720 City Attorney's Office 970,304 1,259,130 1,354,850 City Audlt 128,790 Development & Neighborhood Services 2,541,173 2,858,860 3,127,450 Economic Development & Housing 596,873 961.240 1,537,180 Equity Services' 571,221 488,430 482,650 Finance 1,801,166 2,046,660 1,942,630 , Fire 14,058,697 ' 15,502,390 16.212,950 General Support Services/Grant Writer 47,260 0 0 ,I Human Resources 1,052,601 1,131,250 1,212,310 Library 4,327,636 4,541.310 4.687,640 Marine & Aviation 506,923 507,390 501,280 , Non-Departmental 2,501,320 2,773,590 4,010,430 Office 'of Management & Budget 257,382 267,020 284,970 Official Records & Legislative Services 1,101,593 1,293.480 1,207,340 Parks & Recreation 12,868,320 14,745,550 15,778,130 Planning 1,702,915 1,749,960 1,158,920 PoHee 26,053,052 27,868,810 28,929,080 Public Communications 701,713 910,400 905,120 Public Works AdmInistration 7,334,432 8,350,390 8,709,300 , Quality of Life AdminIstration 690,918 0 0 TOTAL GENERAL FUND 80.461.387 88,309.640 93,236.590 SPECIAL REVENUE FUNDS: Special Development 5,801,435 18,646,110 15,077 ,040 Speclal Program Fund 15,368,653 1,932,720 1,845,720 Local Housing Assistance Trust Fund 258,450 873,440 889,505 ENTERPRISE FUNDS: Water & Sewer Fund 38,922.330 44,760,020 44,452,990 Stormwater Utility Fund 4,594,236 5,646,780 9,538,080 Solid Waste Fund 14,414,753 15,812,190 15,724,910 Gas Fund 27,350,379 27,168,920 28,393,600 Recycl1ng Fund ' 1,997,297 2,357.140 2,344,840 MarIne & Aviation Fund 2,887,856 3,352,250 3,181,860 Parking Fund 2,708.922 3,119,220 3,363,700 Harborvlew Center Fund 2,155,909 2,396,670 2,276,280 INTERNAL SERVICE FUNDS: Administrative Services 6,716,254 8,066,680 8,332,980 General Services 2,751,881 3,222,950 3,239,680 Garage Fund 7,848,180 8,983,680 8,957,230 Central Insurance Fund 15,050,426 12,086,800 14,076,920 TOTAL ALL FUNDS 229,288,348 246,735,210 254,931,925 Ordinance #7012.02 -~ I . CAPITAL IMPROVEMENT ORDINANCE /) A-f" IJ If /).{ -Ii J,. \...' "'7 I (L ORDINANCE NO. 7013-02 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, ADOPTING THE CAPITAL IMPROVEMENT PROGRAM BUDGET FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2002, AND ENDING SEPTEMBER 30,2003; APPROVING: THE SIX-YEAR CAPITAL IMPROVEMENT PROGRAM WHICH SHALL BE REEVALUATED AT THE BEGINNING OF EACH FISCAL YEAR; AUTHORIZING THE CITY MANAGER TO ISSUE SUCH INSTRUCTIONS THAT , ARE NECESSARY TO ACHIEVE AND ACCOMPLISH THE CAPITAL IMPROVEMENTS SO AUTHORIZED; AUTHORIZING THE CITY MANAGER TO TRANSFER MONEY' BETWEEN PROJECTS IN THE CAPITAL IMPROVEMENT PROGRAM; APPROPRIATING AVAILABLE AND ANTICIPATED RESOURCES FOR THE PROJECTS IDENTIFIED; PROVIDING AN EFFECTIVE DATE. WHEREAS, the City Manager has submitted a proposed Six-Year Capital , 'Improvement Program, and has submitted an estimate of the amount of money necessary to carry on said Capital Improvement Program for the fiscal year beginning October 1, 2002, and ending September 30, 2003; and WHEREAS, an' estimate of the resources ,available and income to be' received by the City during said periOd from ad valorem taxes and other sources has been submitted to the City Commission; and WHEREAS, a general summary of the Capital Improvement Budget, and notice of the times and places when copies of the budget message and capital budget are available for inspection by the public, was published in a newspaper of general circulation: and WHEREAS, the City Commission has examined and carefully considered the proposed budget; and WHEREAS, in accordance with Chapter 2 of the Clearwater Code of Ordinances, the City Commission conducted a public hearing In the City Hall upon said proposed budget on September 5, 2002; now, therefore, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF CLEARWATER, FLORIDA: Section 1. Pursuant to the Capital Improvement Program Report and Estimated Budget for the fiscal year beginning October 1, 2002, and ending September 30, 2003, a , , Ordinance No. 7013-02 copy of which is on file with the City Clerk, the City Commission hereby adopts a budget for the capital improvement fund for the City of Clearwater, a copy of which is attached hereto as Exhibit A. Section 2. The Six-Year Capital Improvement Program and Budget, a summary of which is attached hereto, marked Exhibit 8, is approved in its present form, but prior to the beginning of each fiscal year the City Commission shall reevaluate priorities, hold public hearings and formally adopt additions or corrections thereto. Section 3. The budget as adopted shall stand and be the Capital Improvement Program BUdget of the City for said fiscal year, subject to the authority of the' City Commission to' amend or change the budget as provided by Section 2.519 of the Clearwater Code of Ordinances~ Section 4. The City Manager is authorized and directed to issue such instructions and d!rectives that are necessary to achieve and accomplish the capital improvements authorized by the adoption of this budget. Section 5. The City Manager is authorized to transfer appropriations within the capital budget. provided such transfer does not result in changing the scope of any , project 'or the fund source included in the adopted capital budget. , Section 6. Should any provision of this ordinance be declared by any couli to be invalid, the same shall not affect the validity of the ordinance as a whole, or any provision thereof, other than the provision declared to be invalid. 'Section 7. This ordinance shall take effect October 1. 2002. -- PASSED ON FIRST READING PASSED ON SECOND AND FINAL READING AND ADOPTED Brian J. Aungst Mayor-Commissioner Approved as to form: Attest: I ,\ I ., , : I,' ': Pamela K. Akin City Attorney Cynthia E. Goudeau City'Cle'rk Ordinance No. 7013.02 .tl.'1\...'.i!.j, i,~p'....{4':" \....J.,.- I"'--~ j. -. }. . ~ , '....I~.. . ..' . . ~'. ~. .:. , , " ' .., ~ ~, " , I' ; , ' Exhibit A , CAPITAL IMPROVEMENT PROGRAM FOR FISCAL-YEAR 2002/03 " , Function :.' : ! uo" .. . Police Protectlon Fire Protection , MajorStreet Maintenance , 'Sidewalks & ,Bike Trails In,tersecUons ' Parking , , Miscellaneous EngIneering Park Development Marine Facilities.. AIrpark Facilities ': pbrar!es , ',' 'Garage Malnten'ance of BuildIngs' , General'PubHc Bids & Equip Miscellaneous " , , Stormwa~ei' Utility " Gas System ' Solid Waste Utilities, MIscellaneous' Sewer System ' , Water System.. ' ," :,' Recycling , " , I, ,', ,.[ '. ~. I , . , ;. " , . , ;. r . ,'i'L " ; o. t i:,' .,' '. ~ . 1.\ . '(.. . " !" ": 't. ' ~ .' . ~. . j \ .' ,I, . . . . Ll: -l. ". " :.". ...... , : ,i . " " . . 'I.. ;."' . :" ,i~ " . ~. ., . , I il. ',' i,l. , ' ~ '. ',' I :, , , j' <. ',I. !' ~~:! : I, ' 1. ;:: . ." ' ~". ' '; ';....1 . ",. ,'<.1 .... :~~ . , '\ Recommended Budget 2002/03 500,000 1.929,200 3,782,350 3,006,560 ' , 365,000 400,000 103,200 4,572,500 . 330,000 , , 10,000 ','. 642;500 3,111,500 651,000 . 0 . \. 1,255,000 16,699,000 , 2,645,000 ' : , 500,000 221,000 14,236,000 ,,10,175,900 230,000 $67,793,710 , " ! l I , i , , , , I Ordinance #7013.02 ' Exhibit A (Contlnuod) RESOURCES APPROPRIATED FOR CAPITAL PROJECTS 2002/03 ': Rocommended Budget GENERAL SOURCES: 2002/03 General Operating Revenue ,1,939,760 ' General Revenue/County Coop 166,420 , Special Development Fund 65,00~ Road Millage 2,002,350 Penny for PIne lias 4,775,000 Transportation Impact Fees 290,000 Development Impact Fees 75,000 'Local Option Gas Tax 600,000 Grants - Other Agencies ' 4,656,560 SELF SUPPORTING FUNDS: : Marine/Aviation Operating Revenue 225,000 ' Parking OperatIng Revenue 400,000 j Harborview Operating Revenue 60,000 Utility System: , Water Revenue " 141,250, Reclaimed Revenue 2,000 Sewer Revenue 329,750 " < ' Water Impact Fees 220,000 Water R & R 1,719,000 " Sewer Im'pact Fees 200,000 ' Sewer R & R 605,000 Gas Revenue 2,657,000 < Solid Waste Revenue 500,000 , Recycling Revenue 230,000, Stormwater Utility Revenue' 2,611,000, Grant!) . Other Agencies .' 403,900 INTERNAl..: SERVICE FUNDS: Garage fund 74,000 AdminIstrative Services ' 225,000 General Services 250,000 BORROWING. GENERAL SOURCES: Lease Purchase - General Fund 711,200 Internal Loan , , 900,000 BORROWING. SELF SUPPORTING FUNDS: , Lease Purchase. Sewer 186,000 Lease Purchase. Water ,158,000 Lease Purchase. Stormwater UtlJlty 200,000 Bond Issue - Stormwater ' 15,955,000 ' Bond Issue. Water & Sewer 20,667,000 BORROWING . INTERNAL SERVICE FUNDS: Lease Purchase. Garage Fund ' 3,111,500 Lease Purchase. Administrative Services 60,000 TOTAL ALL FUNDING SOURCES: $67,793,710 , ' '/." ~ . , , OrdInance #7013..Q2 , ! p " ' ;; o Z ~ u.. I- Z ZW 0:5 J::W u~ Zo: :Ja. u.. ::e' >- aJ.Ja:: ~~~ <a:~ ::lE (3 ~, :s oCt ::;)CX)w cng....l wt';IO O::""u. :::100 t::~~ ~~U W::c D.(!) ~:J n.O -0:: U:c ~ M o C ~ N C o N ~ , , , p::! 'E-4 H p::! 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Q) Ql ~ III ~ 'C n ~ ~ ,S: c 0 III :E ~ -0 r:- O ... co "C .... ... ,_ ... co c:- D ro co Ql, ...... co "0 ~cu :!> ~ ~~~OOS~~~~~~G~G~oo~cn~oo~~ C o :::l u c ::s u.. o M CI M "I:t C'!. I:) N M N ~ ~ o z fl c III C 'E o I:) M ~ cD C al iii l() C N to N to C ai' v o o M cD co ,.. -; o Q 1,1) ,.: r-.. <<!. M It) o t-- 'l'"'_ to 'l'"' ~ ai' v o 'l'"' I'- M en .... ,.: to " ORDINANCE NO. 7006-02 af)~ AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE ZONING ATLAS OF THE CITY BY REZONING CERTAIN PROPERTY LOCATED 750 FEET SOUTH OF CLEVELAND STREET AND 300 FEET EAST OF' MISSOURI AVENUE, CONSISTING OF LOT 5, BLOCK J, HIBISCUS GARDEN, WHOSE POST OFFICE ADDRESS IS 1214 FRANKLIN , . CIRCLE, FROM OFFICE (0) TO MEDIUM DENSITY RESIDENTIAL (MDR); PROVIDING AN EFFECTIVE DATE. WHEREAS, the amendment to the zoning atlas of the City as set forth in this ordinance is found to be reasoflable, proper and appropriote, and is consistent with the Cityls Comprehensive Plan; now. therefore, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF CLEARWATER, FLORIDA: ' , ' " ,', , ' Section 1. The following described property in Clearwater, Florida, is hereby rezoned. and the zoning atlas of the City is amended as follows: 'I. ' " ,,' " Property Lot 5. Block J, Hibiscus Gardens. according to the Plat thereof recorded in Plat Book 14 Pages 55. , 59 inclusive, Public Records of Pinellas , County, Flordida (REZ 2002-05002) Zoning District From: Office (0) To: Medium Density Residential (MDR) , , , " , " , Section 2. The City Engineer is directed to revise the zoning atlas of the, City in accordance with the foregoing amendment. Section 3., This ordinance shall take effect immediately upon adoption. PASSED ON FIRST READING August 22. 2002 PASSED ON SECOND AND FINAL READING AND ADOPTED Brian J. Aungst Mayor-Commissioner Approved as to for":1: Attest: 1 Cynthia E. Goudeau City Clerk \ I i. Ordinance No. 7006.02 L',::...., .., " ,..~~~,..,...~". :i-I....,("w I ".,.oK ... . , I'-:'w 1 21 22 , nl ~tl 10 30 31 9, .3 32)?l ~"",tx ).' 8 .30 -s 61-~O ) D ..50 ... 4 3 27 S : :;UB ~ III 314 ~ 5559-1727 .. ... 23 24 25 'i . LOT 3 ~ A ....n :1' ~ 412 II 4 .3 2 ~' Jf' ,~ 1 ' o I') :~ I ~ \ ~-.;. 1 'i'-~ O~~ ,,~:.' 1 C; G\">'t. .\'i'" () .~v \'V ~ \\l>\J 0.... (,0>" ,'(; I ~ 1; 2'<< J 2S ~ ----W.:~r--~ w Q~ ~ ~ .32l'>~.. ~ .... .....,~r ~ ::Hl ~ "-l ...... ....... ......... 70 ::J=,l~1 :.I;~I;'lt~I~1:.11~f:;1~1~ID 1~'I',lf~t t 7J" t I j ~ ~.ttt.'(~ ,. l- _, j~~J: ~l:t _L, J I( · · 7 e ~ · ) 1 1 l~I~f[m: f fIlm }IJ ~~F~ "::,, ." PARK :!l ST :-.; ~ In "" ~ ~ ~ ~ ... '" ..., to. <'I" .., ..., ~;::jNi,j~ ~ ~ ~')'...... 337@~ ... < ~ , ~ ~[ ~ ~ 9'" 8 7 6 5" ,," ~I- .---' -- -- --~" II ~ 12 11 ,. 18 17 16 15 14 I;> ~~ ~:gll) Wi... ~ !\It-I to Q Z -~.~ ~!-'; N <c -~ ~ .....J STREET "'-~ - '" Ie> ~ ~ .- .~' 034 515 ..l'l~ :.:: f..:,,!:! rr ~ ~ R.. 0-'10 ~! 11 10 L < tfa 7'" ~:.,& ,{' 'oj ~ ..}::!.~%..,~t<1- lJ>" I"'-'" . 6 ~ \<J> '" <P 3 5 ,p 2 26 4 \ 25 ~o 1 ~ ~~ .3 10^ :... '-t ZIf' ..... "b '\i~ 24 2' zo!l15r.;:::! -E 16 .. "n'l \ 1 8 ~ :3 G 17 I- .."~ ~ .....~14 ~ ~ '" # i" ~~2 ~ ~~p 2\ ,22 2~ E r:,TJ: >- ~~. FRANKUNXArl5~) Ns~: J)I:~ v c 300 bU 301 to. .. e-., ~ CQ ~ ~ ^ , i"~ Ne, < 1"03 ~ !;': h~.. q f'..... 225 V' _ C tv' ... ~ ~ .. I"' ~ ." 5 z 4 ~'2 1 ~ 7 6 3u:! ~ 305 _ 3 300/ r----2-- 301 8 <PO:>?l 308~ 303 t:J"O <i!~' 22 - ,p? -G:\ 2 '!iryt.oo", --""0 ~ 9 '" ~ 2'" 20 :",,? "'''''.3 - 25 19 ,.. 18 "'/6' 17 '''''<9 3.} lr) _Je-., ,... cti'<>.:: "1"'/'" .... ... .. :s 2 I ,0 I:! tl . -~fl 1 60 1 ~ ".... up 1U0 ! r TrtIT)_iJr.r. ~ >- 10 I '-un.~ ~ ~ :::: ~ \.. ~ ~~ 4-\5~ :;: 5;!..,., 9 l!::.! 10 7 11 12 1.3 -- \'oc 10.11 2'~6 43 [) 7 8 6 5 Q) w ::> Z ft ~ <( -.- PIE~2 \ . V 201 12 1 ."". 203 1.3 44 a '" 3 6_ I" !, ~bo 4.,2 "V J 2 201 5" , I...J /<." '" ( f:t '<'6' _ _tJ_ _C-.12 4" (j <..... 10 I 7 L W'207r. (oJ · -V- -~ :211 10 ...",~ M iii - 210 I ...., Iii'll" 6 ~212 ~~~ ", ~r-l--""""" ~~ 9;;; <=> lOt:! \'1-\" wro / 7 8 21-1 j\o" lc1 <:'>.::>~ ~ ~ ,~ 21C ~ %~.f? !?-1!\i, -~~ J 218.1 Ci: I <g to> ~'t' W(~C'/ ~ZI6E ;:):0 f( I " o 7 we VJ 6'0 ~~ ~ ~107J E04 IV\ i2' <:) f? Ul \!..J c.;o. I~OI ,(", Y W c ;C\~tJ ~~ ~ 2 ~ ~.".,' ~""~ 1300 " :?,;.3 2 311 :!l -I ' ~<'i' 13 ~ ~. 1<:;'1 4 ......... _&304 _ 12' 5 \2\9 % 7~ ~--- - -K- iI 'lI II, ~ 5 308 11II 10 6 ,r "<(--6 """""'-- ,~ (} --;- 7 7 I 8--'1 a ~ ~ 3U ", I............ !Y ~~ SANTA ----~B 4LL :;_ l r~ I/) 'l I .. H 8 7 6 5 ",4 .3 2 1 -;;-- (';:, ~ II 1::):(,:/]&1). ~ ,~I).I)~ ]1)0 ).rJ;7:1,~J,4:,ln 711:J,~ ,~J"I,e 40 39 38 .37~ .1 20G ,?E7 -1. 4_ 27 ~ :l15 15 30G 307 309 10 311 [313 6 24 5 4 11 IS 14\ ~5~ ~G o .. ill ~ r~~;~ ~'~. ~~: :: :l!~ i"~:~' 41 t'l N <\I't\a (\i C'\f "'" :.: U' ~) " '3" '2" "1" ., 5 14 4 3 '12 I I \/ I I I I ~ -rr rr -n TT ., 'j.;,V I "t II I I I I I I I I ..,0 ~ 11t~ .., tibs~ ~ !Y .'~,!j ri o s'= " oJ N ZONING MAP OWNER: Alplna Investment, Inc. .I. CASE: REZ 2002- 05002 -- .-- -.----,.--- -.--.-.- .'-.-.r--------.mo. ---- .. --_._------,--~-- i SITE: 1214 Franklin Circle PROPERTY SIZE (ACRES): 0,176 -- -.-------.- ----- ----------. ....---.-.-.----- -----. ---.-_................- +-_..........-........ ...............----.......-..-.....-- ZONING L.AND USE PIN: 15-29-15-38674-010-0050 FROM: 0 Rosldonllal IOWeo Gonoral ---.-.---.,.-- - -..-..--.---- --_...........--. TO: MDR Rosldenllal 10Uloo GonDral ATl.AS 2878 i PAGE: Ordinance No. 7006-02 ~- nh ". f " I c '" l ~ l"l _8 ...N .noli J I t, fi! ~ Ii !~ E .~ "0 C i! o E QI ~ c:n c 'j;j ~ s: ,~ ~ a.. U)W (l)I t3~ t3~ ~ '" is ,?; 'g .2 <\I Cl g l:1 a.. 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Clearwater City Commission 'Agenda Cover Memorandum Worksesslon Item #: (){:f{: I Final Agenda Item # / (; Meellng Date: 09/05102 SUBJ~CT/RECOMMENDA"ON: Approve the purchase of property, casualty, liability. workers' compensation. emergency medical services (EMS), fuel tank, and flood Insurance coverage for Fiscal Year 2002/2003 as provided for In this agenda item In an amount not to exceed $1.800.000, 'iii ' and that the appropriate officials be authorized to execute same. SUMMARY: . The Risk Management Division of the Finance Department purchases insurance coverage for the City In the above-named areas. The City Administration, through Its Risk Management Division, recommends that the City purchase insurance coverage for FY 02/03 as follows: !I)surance Coveraae Compsnv Premium . ,Excess Property - Agent (Insurance & Risk Management Services. Inc., Naples. FL) , ($240.66911701 including the Sand Key Bridge) (900/0 of Total Insured Values) 5 Million 20 Million 215 Million + Lexington Insurance Co. Westchester Insurance Co. Royal Surplus Lines Ins. Co. IRMS Subtotal $ 406,782 323.480 264.769 $ 9951031 . Miscellaneous Coversae as shown below: - Agent (A.J. Gallagher & Co - Tampa Bay, Clearwaterl'FL) Boiler & Machinery , Hartford Steam Boiler :', 'Marina Operators Legal liability Hartford Insurance Co - SE ,: 'Underground Fuel Tank liability Commerce & Industry , Flood Insurance (specific properties) New Hampshire Ins. Co (estimated premiums for all properties) Gallagher Subtotal: $ 81550 18,750 4,815 16.527 $ 48,642 Reviewed by: ~ frlg,natlng Dopt: Cosls 2-JLl Finance/Risk Management Not to Exceed Legal Into Srvc N/A Loa Schrader Tolol $1,8001000 Budget ~, PUbI1CWO~ User Dept. FundIng Source: Purchasing DCM/AC Current -0- Cl Risk Mgmt ~ Other N A AHachmenls FY OP elF Olher ' Cost Comparison Chart - SubmlHed by: au ,J.4..~~ o Nono City Manager ADoroDrlallon Code: 590-07000-545100-519-000 ......- __I I ' '" · Miscellaneous Coverage as shown below: Agent - (Acardia Southeast, Clearwater, FL) Crime & Dishonesty Excess Liability ($7,000,000) EMS liability (Partially Reimbursable) GL, Professional (Claims Made Policy) Business Auto Excess GU ProfessionaVAuto/EMS Travelers Casualty North River Insurance Co EMS Subtotal Acordla Subtotal $ 10,447 , 286,380 $ 61,600 76,360 75.000 212.960 ~ 509.787 $1,553,460 Underwriters at L10yds/GL National Indemnity Company TIG ' Total Premiums for AH Coverage Shown Above · The City is required by a contract with Pinellas County to purchase EMS liability coverage. The cost of the EMS liability insurance to the City will be $212,960, but the City will be reimbursed $167,044.54 of that expenditure by Pinellas County. · Risk Managernent Division staff is recommending purchase of Insurance coverage for the City as shown above. The premium increase for property insurance between the current fiscal year and next fiscal year is $294,169. That increase is due to two factors. Market conditions and a rate increase are responsible for $281,839 of the increase and an increase in the City's Total Insured Values (TIV) from $236,548,112 to $240,699,170 is responsible for $12.330 of the Increase. TIV will Increase during the next fiscal year as City construction projects are completed. · All property risks are covered at levels and rates which, when taken together as a whole, represent a reasonable and conselVative insurance program for the City. .. The recommended purchases ara for a one year term beginning October 1, 2002, and ending October 1, 2003, except the fJood insurance policies are individual policies with different terms and effective dates. The underground storage tank policy also has a different term running from May 20, 2002 to May 20, 2003. · ',The FY 2002/2003 budget includes $1.3 million for Insurance premiums. The difference ($500,000) between the projected expenditure of $1.8 million and the budget of $1.3 million will be provided as 'a first quarter budget amendment from unappropriated retained earnings of the Central Insurance Fund (CIF). That difference allows for some changes in Insurance expenditures during the fiscal year. Most often these changes arise as a result of acquisition of additional City property, or the construction, or the leasing of new City facilities. 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W m (,) I z c( en m a: ,... ::;:) 0:: (f) en ' CO wZz ~ ti~o In ::~sa en O::.cs:a: ,... ~:)~ ..... .J~:E I 000 en u..cO en Ozt- ,.. ~<~ CO 0>0 S!! ~ II) en W en Q. ,.. 0 a: an J:L S G) ,en .,.. 'lilt ~ en en .... w ~ a: w > o (,) ~ - b...~. Final Agonda Item # {! {~.5\.:II / /1 Clearwater City Commission Agenda Cover Memorandum Worksosslon Item tI: Meollng Dale: 09/05/02 SUBJECT/RECOMMENDATION: Approve the additional funding of $20,642.50 to the State of Florida Department of Transportation (FOOT) for the relocation of existing natural gas facilities impacted by the FOOT's S.R. 55/U.S. 19 (CSXRR to south of Enterprise Rd.) roadway improvement project, IBl and that the appropriate officials be authorized to execute same. SUMMARY: . The Florida Department of Transportation (FOOT) has designed the roadway improvements of S.R. 55/US 19 from the CSX RR to south of Enterprise Rd, The improvements will include constructing overpasses at the intersections of N.E. Coachman and Sunset Pt. Rd. Construction is currently anticipated to begin in January 2003. This roadway improvement project will necessitate the relocation or adjustment of the City's natural gas 'mains and appurtenances within'the project limits. The City of Clearwater's Gas System has coordinated the design for these utilities with FDOT representatives. FOOT will receive bids for the combined roadway improvement and utility relocation work and make award of contract to the low bidder. . The original agenda item (approved 10/18/01) established an engineerts preliminary estimate in the amount of $85,962.50. FOOTs timeline for JPA projects is such that the agreement must be processed prior to the FOOT'S roadway design being completed, Typically, changes occur in the design that warrant changes in the City's Utility Relocation Plans, and thus changes to the estimated construction amount. In this instance, the final engineer's estimate is $106,605.00. FDOT requires this amount to be transferred prior to their project being advertised for bid. The exact costs will still be determined by the contractor's bid and may vary from this amount. Project will be competitively bid by FOOT. The breakout of the additional funds required by the engineer's estimate is as follows: Capital Proiect: Natural Gas Main Relocation Pinellas: Expense Code: 315-96374 Amount: $20,642.50 . Sufficient funding for this agreement is available in the project specified. Revlewod by: Legal c:~ ~DI() ,.., --.:" Info Srvc N/A Originating Dept: Clearwater Gas System Tom Robertson User Dept. Clearwater Gas System Costs Total $20t642.50 Budget ~ Purchasing ~ Risk Mgml N/A Pubtlc Works Current FY $20,642.50 Funding Source: CI X OP Other DCM/AC Olher Attachments . " Submitted by: City Manager "1> at JJ __..&_ DM.4 ~..~--- o None Appropriation Code: 315.96374 Printed on r.cycled paper US 19 (CSXRR to south of EntorprlllG Rd.) Utllltlos JPA Additional Funds Transfor Rov. 2/90 \ 1" i l I t r I ___n_.".J ...L111_ ......-...... Clearwater City Commission , Agenda Cover Memorandum U01J;,j Workse~siol1 Item 1/: LllJ.....:.'--1...- Final ARendil Item N J 2_ Meeling D,lte: 9/5102 SUBJECT/RECOMMENDA TION: Approve one additional FTE for the Marine Department consisting of ,6 FTE for Pier 60 (General , Fund) and .4 FTE for the Marina (Marine & Airpark Fund). and that,h!:! appropriate officials he authorized '0 execute ~ilrne, SUMMARY: , The Marina and 'Aviation Department recently re-wrote its Department's Business plan for the next five years. While reviewing each division within the Department we have found ways to improve both services and minimize costs. Herein we present the supporting documentation to justify the above cost saving and profit driving changes. , i I ! Pier 60 At Pier 60) concurrent with the installation of a point of sale system and interior remodeling, an analysis of the total work hours revealed that we are currently understaffed. We have covered the additional hours in past years with frequent use of overtime or excessive hours applied to part time employees. By adding an additional .6 FTE Marine Facilities Operator to augment the existing Pier staff of 5 FTE, we will save $2)853.76 by not incurring overtime charges. I l i The Pier is a 24 hour per day, 7 day a week, 52 weeks a year operation requiring 12,074 total full time/palt time hours to run. We are currently funded for 11 ,~90 hours, leaving a gap of 684 hours, of which overtime does not cover. In 2001 we exceeded the part time and overtime budgeted by $9,256.00. If the .6 FTE were used conservatively to cover just the 684 hours of vacation, holiday, and floaters not currently covered, the cost would be $6A02.24 (684 x 9.36/hr = $6,402.24), and would save the division $2,853.76. ($9,256.00 - $6A02.24 = $2,853.76) Marina Fuel Dock The Fuel Dock is an area where we have to take a Trades worl<er II member of our maintenance and repair crew to augment coverage at the fuel dock. In addition to increasing the cost of running the fuel dock, it delays scheduled maintenance on Marine and Aviation Department projects. We use a higher cost !' FTE to perform at a level below his pay grade. By using an additional .4 FTE at the proper pay scale, we can improve marina maintenance; increase fuel sales/hours of operation during summer months, and off set the cost of the .4 FTE. Reviewed bY:~h Legal V. Budget . Purchasing ~ Risk Mgml N/A Info Srvc Public Works DCM/AC Olh!:!r Originating Dept.: Marine & Aviation (Bill Morris) User Dept.: Marine & Aviation (Bill Morris) Attachments Savings Tolal ($3,592.17) Currenl FY Funding Source: Cl or Olher Submitted by: City Manager ~ ~ o None Appropriation Code: 010-01374-510500-575-000 ($2,853.76) 432.01371-510100.575.000 ($738.41) 1 III ~t..f; I , . '< \ , - By extending the hours of operation ,at 'the fuel dock by 3 hours for 3 days each week, for 22 weeks during the peak season, fuel sales are projected to increase by 33,462 gallons. (3 hours x3 days x 169 gallons of fuel x 22, weeks = 33.462 gallons) The average sales per hour were taken from the total amount of fuel ':sold o.ctober 2~01 through April 2002, and divided by the total hours open. , , Revenue will be based on a .255 markup cost of fuel. (.255 x 33,462 gallons = $8,532.81) The increase in revenue will cover the salary of the .4 FTE Marine Facility Operator which is $7,794.40. ($19.486.00 x .4 = $7,794.40),The marina would recognize a $738.41 savings. ($8,532.81 - $7,794.40 = $738.41) In addition to the $738.41 savings, we will return $8669.44 (the salary cost of the Trades worker II filling in at the fuel " dock) back to Marina m~intenance services. ' " ; , ,First quarter amendments will reflect the necessary adjustments resulting in the increased cost of the .6 ; .' I '., :,' FTE at Pier 60 and the .4 FTE at the Marina, which will be offset by the decrease use in overtime at the " ' .. pier,- and an,increase in fuel sales at the Marina. i I " I- i I. ~'; .. 1 I ". . , " , ; , , , I, " ~ . . , ", '. ,: ., , 1\ , ' , q 2 : I , 1'~~""_"'~'-'"7-"-"-" , , '", :,._.' .;., r , .~ . . . . . ','.' '~ _. .' .' '. . . f . ',' . I . .n.__.... _____________ '. . . ...." .- '.':,.....1. ~ ,.. ,'. L"':- . l....\.,... .,". I U ,_.. ...,._. I"_.~" '. . : _i- .~... ~, or I.. : (8 Clearwater City Commission Agenda Cover Memorandum Worksesslon Item #: f If :-I}-/ / ~)') Final Agenda Item # _ Meeting Date: 09105/02 SUBJECT/RECOMMENDATION: Approve Agreement between the School Board of Pinellas County and the City of ClealWater for the development of a Joint-Use Driveway for Eisenhower Elementary School and the Eddie C. Moore Fields 8 & 9, ~ and that tho appropriate officIals be authorized to executo sarno. SUMMARY: a The City acquired approximately five acres of land Immediately west of Eisenhower Elementary School to construct additional softball fields, known as Eddie C. Moore 8 & 9. These fields will replace the Chesapeake Park field which is now owned by Calvary Baptist Church and the Bomber Stadium which will be removed to make room for the Community Sports Complex. . The Pinellas County School Board is completing a remodeling and renovation project, including parking and driveway improvements at Eisenhower Elementary School. . The City and School District staffs are recommending a joint-participation agreement to develop a shared- use driveway and connecting sidewalk between the City and School sites to be aligned with the signalized intersection at Drew Street and Hampton Road. . The School Board has constructed the driveway and sidewalk which is partially located on City land. The City will provide improvements to the intersection including a new east bound storage lane which will be used by both the School and the City. , . The shared use driveway Is a cost-effective way to provide vehicular access to both sites and provide the safest entrance for both vehicles and pedestrians. . In the future the City and School District will permit shared-use of each other's facilities in accordance with the current Joint Use Agreement. This will allow the City to use the School's parking facilities for the ballfields thus preserving more land for recreational use and saving funds that would be needed for larger parking lots. . The term of the Agreement is for twenty-five (25) years, with a provision to renew for an additional twenty- five (25) years. . Construction of the additional ballfields will begin in early 2003 with completion scheduled for the fall of 2003. . A copy of the Agreement is available for review in the City Clerk Department. Rovlowod ~ Legal ~ Info Srvc Budget ~ Public Works Purchasing I DCM/ACM Risk Mgmt Other N/A Originating Dopt: Parks & Recroatlon Dopt. Kevin Dunbar, Dlroctor UsorOopt. Parks & Rocroatlon Do t. Attachmonts: Location Naps o Nono Costs N/A Funding Soureo: N/A CI OP Other Submlttod by: City Manager Printed on recycled pAper 2/9B ~n~ A ro rlatlon Codo: Nono Rev. 1::\ .. 1 .: x I II n 1'1' 1\ " Eisenhower Ere III e III a r\' Sc.:ho( 11 "... . . - ::r '. ~ City Recreation Land o EXHIBIT B u ~ "' "<;PItN,1 X u; -f a 2'- r)"" E r" t> I .. '\ ') r , ) l\ <b::J,. V1:RIFY IN FIELD :,0- 0"" ,~ \J 31 .\~~,./ '2' ,'''U...' Y "'- fi::o i .... Ole; ..- -..' ~ Eisenhow 1" 0'"" Element School I // I I iji ~ , ~ 0,,) J>. .. ~ 0,,) ~ ~ , \ \ (~~f' ~' ~ ~ ~ ~ \~ ~ I! U) -I , ~ m 6 ........ < S~ " -! . ~ -t. . c uU.tt <<0< ".0 .., LJ"', ~e ."'11( - III>> I~-'- Q Ill.. I'll; ~. ,- .0"'-- " 1 YPl ,.. . , q)., ~lo - - -. - - -. -. --~~ . - -- -- - - - - - - _. - - -. - - - - ~~.~ ~. -..-.,--. _u_., _n_,._..=r==..-.. -...-..-..-.. _u__._. .-. ,_._--,-" "-.. -. ,--. -,.-.' -,.-.. .' re:t/ I ' AGREEMENT THIS AGREEMENT. made and entered into this day of t 2002, by and between the CITY OF CLEARWATER, FLORIDA, a municipal corporation, hereinafter referred to as "City" and the SCHOOL BOARD OF PINELLAS COUNTY, hereinafter referred to as "Board". WITNESSETH: WHEREAS. there is a need to provide better vehicular access to Eisenhower Elementary School; and ' WHEREAS, the City owns property adjacent to Eisenhower Elementary School whiqh will be developed into ball fields needing vehicular access and parking; and WHEREAS. the City and Board are each willing to cooperate in providing such shared access and parldng; and WHEREAS. the City and Board are willing to share jointly in this project under certain conditions and provisions; and WHEREAS. the City and Board currently have a joint use facilities agreement; NOW. THEREFORE. in consideration of the covenants herein contained and other good and valuable consideration, the Board and City each give the other license to use their respective facilities and property for the purpose of providing shared access. 'parking and facilities. under the following terms and conditions: 1. The term of the Agreement will be for a period of twenty five (25) years,,' commencing July 30, 2002 and ending July 29, 2027. This Agreement may be extended for additional twenty five-year periods under the same terms and conditions set forth herein. with written agreement and approval by the Board and City. 2. The Board will design and construct a shared-use driveway on the north leg of the intersection at Hampton Road and Drew Street and a sidewalk link to the school site as outlined in Exhibit IIA" and Exhibit 118". 3. The City will design and construct an east-bound left turn lane and additional mast arm for the traffic signal at Hampton Road and Drew Street. All costs associated with this project are included in appropriate capital, budgets for the City. 4. The City will provide for the traffic signal. wiring, road striping and all other incidental costs associated in the installation of the traffic control system. Further, the City will be responsible for maintenance and operation of the traffic system at this location. 5. The facUitles constructed by the City (Le. softball fields, parking, restrooms, bleachers, lighting etc.) on City property will be the sole responsibillty of the City. 6. The facilities constructed by the Board (Le. site improvements, driveways, ,landscaping, parking, bus drop off areas, etc.) on Board property will be the sole responsibility of the Board. The City will maintain the portion of the shared-use driveway constructed by the Board, which is located on City land. 7. Each party agrees to make their improvements and facilities available for use by the other party in accordance with the current joint use agreement. 8. Each ,party agrees to maintain the facilities and surrounding area in a clean and sanitary condition after use by itself or any of its agents or invitees. 9. The City and Board and all their invitees will abide by all City and Board policies when using city and Board facilities, including those policies prohibiting the consumption of tobacco products or alcoholic beverages on City or Board property. 10. Each party will provide its own personnel for the supervision of its programs. 11. The City and Board further agree to make no unlawful, improper, or offensive use of the facilities and all rights of party breaching this paragraph will be subject to termination by the other party. 12.' This Agreement will remain in effect unless terminated by either party as follows: (a) Upon breach of this Agreement by a party, the other party will give written notice of termination of this Agreement specifying the claimed breach and the action required to cure the breach. If the breaching party fails to cure the breach within five days from receipt of said notice, then the contract will terminate ten days from receipt of the written notice; ,(b) Either party may terminate this Agreement, without cause, by giving written notice to the other party that the Agreement will terminate 30 days from the receipt of said notice by the other party. 13. The parties agree that each will save the other harmless and indemnify the other on account of the negligent acts of its employees, agents, volunteers, or invitees or on account of any unsafe conditions that may exist as a result of the, negligent operation by the parties of the subject facilities. The Board and City agree to be responsible for, the safety of their own employees, agents, volunteers, invitees, licensees, or participants in their respective programs in cases of accidental injury,' except as noted ~bove. Each party will only be obligated to indemnify and hold harmless the other, its employees, agents, volunteers, invitees; licensees, or participants, under this agreement, to the extent of the Florida statutory waiver of sovereign immunity. Each party will provide to the other party, if requested, proof of Insurance coverage or self-insurance in the amounts set forth in Florida statutes. , ' " , 14. Neither the Board nor the City may assign this Agreement or any of its rights hereunder. nor permit others to use the facilities or any part thereof without the written consent of the other party. The Board and City agree that each party and its officers, agents, and ,servants will have the right to enter and inspect the .facilities and the activities being conducted thereon at reasonable times. 15. In the event of questions arising out of the use of the facilities or otherwise arising under this Agreement. the questions will be settled in writing between the ,Superintendent, City Manager. or their respective designees. This agreement may then be amended to describe the additional use or changes. , IN WITNESS WHEREOF. the parties hereto have executed this Agreement the day and year first written,. Countersigned: CITY OF CLEARWATER, FLORIDA, By: Brian J. Aungst- Mayor-Commissioner William B. Hornet II City Manager Approved as to form: -""". - --.." j" 0"''--, ,: "/"--') ,..--, ,: .' ,.... ,." /, /',)111',,//'1 ./ ,/Y(" 1:'___' -- ,1./. I" l J .r . .. I .-- ,//Bry.an D. Ruff , jt / ' Assistant City Mm:TeQer Attorney Attest: Cynthia E. Goudeau City Clerk 7: It- \. (L '(:J\, (s:.,-( Thomas Wittmer School Board Attorney THE SCHOOL BOARD OF PINE:~~,CO~.~;). FLORID~ By' ,1/ II L" ,t.:.:.. " '-,'_.' "~I '( .' . ..\."....'-__..... .....-. ......-l;... """ ~J'I... ., Lee Benjamin 1'(" 0 am Chairman '(.__1..- , Approved as to form: ,I JUNEIsonhowecClearwaler2002 D. " .. " ,0 _.L...~...~.~!Io!.l....a.I~~tfl'.l.;h....~"""---'-'~' ..~... ',"'- . ., " , ~ ~ . '" . . '" < . jo ~:.:.. . Clearwatcr City Commission Agenda Covcr Memorandum Worksesslon Item #: /I)l-:/I f Final Agenda lIem # / /1 MeeUng Dale: 09/05102 SUBJECT/RECOMMENDATION: Approve the additional transfer of $215,285.74 to the State of Florida Department of Transportation (FOOl) for the relocation of existing potable water and sanitary sewer facilities impacted by the FOOT's S.R. 55/U.S. 19 (CSXRR to south of Enterprise Rd.) roadway improvement project, IE] and that the appropriate officials be authorized to execute same. SUMMARY: · The Aorida Department of Transportation (FOOl) has designed the roadway improvements of S.R. 55/US 19 from the CSX RR to south of Enterprise Rd. The improvements will include constructing overpasses at the intersections of N.E. Coachman and Sunset Pt. Rd. Construction is currently anticipated to begin in January 2003. This roadway improvement project will necessitate the relocation or adjustment of the City's water and sanitary sewer mains and appurtenances within the project limits. The City of Clearwater's Engineering Department has coordinated the design for these utilities with FOOT representatives. FOOT will receive bids for the combined roadway improvement and utility relocation work and make award of contract to the low bidder. · The original agenda item (approved 10/18/01) established an engineer's preliminary estimate in the amount of $837,677.26. FOOT's timeline for .PA projects is such that the agreement must be processed prior to the FOOTS roadway design being completed. Typically, changes occur in the design that warrant changes in the City's Utility Relocation Plans, and thus changes to the estimated construction amount. In this instance, the final engineer's estimate is $1,052,963.00. FOOT requires this amount to be transferred prior to their project being advertised for bid. The exact costs will still be determined by the contractor's bid and may vary from this amount. Project will be competitively bid by FOOT. n,e breakout of the additional funds required by the engineer's estimate is as follows: Capital Project: Water Line Relocation: Sanitary Utility Relocation: Expense Code: 343-96742-563800-533-000 343-96634-563800-535-000 Total: Amount: $1751518.75 $ 39,766.99 $215,285.74 o Resolution 01-07 was passed on March 1,2001, establishIng the City's intent to reimburse certain project costs incurred with future tax-exempt financing. The projects identified with 2001 revenue bonds as a funding source were included in the project list associated with Resolution 01-07. . Sufficient funding for this agreement is available in each of the projects specified. Reviewed b~ Legal ~ Info Srvc _ NJA Budget . Public Works l D ~ '1\\ r purChaSln~/ DCM/A~ Risk Mgmt N/A Other ~ T~ Originating Dept: ....IYl tf Public Works (L. Murrin) User Copt. ( Public Works i"^ l Costs Total $215)285.74 Curront FY $215,285.74 Funding Source: CI X OP Other Attachments Submlttod by: Approprlatlon Codes: City Manager...." till IJ _ ~..._4- 0 Nono 343.96742.563800.533.000 I:JdQ. ~ -.. 343.96634.563800.535-000 o Printed on rocycled paper US 19 CSXRR to south of Enlorprlso Rd.) Utllltlos JPA Additional Funds Tmnsfor Rev. 2/98 I:" Clearwater City CO,mmission Agenda Cover Memorandum P. )- r il/) Work session Item #: _.!L 6- Final Agenda lIem # I j --- Meeting Date: ,09/05/2002 SUBJECT/RECOMMENDA TION: Approve a Work Order in the amount of $29,602 to TBE Group, Inc. to conduct a contamination assessment at the Police Sub-station located at 1310 N. Martin Luther King, Jr. Boulevard, as directed by the State of Florida Department of Environmental Protection, mJ and that the appropriate officials be authorized to execute same, SUMMARY: . On May 22, 2002, petroleum impacted soil was encountered while installing new underground utility lines under N. MLK Jr. Blvd. in front of the Police Sub-station at 1310 N. Martin Luther King Blvd. The City purchased the Police sub-station property in the early 1970's, before it was common practice to include environmental assessments in the "due diligence process" for real estate transactions. Review of historical aerial photographs and interviews with residents familiar with the site history have confirmed that a gasoline service station operated at this site during the 1930's and 1940's. . Soil analytical results received on June 3, 2002 confirmed soil contamination in excess of State standards. In accordance with Florida Administrative Code (FAC), City staff notified the Pinellas County Engineering Department with a Discharge Reporting Form (DRF). On June 4, 2002, approximately 40 tons of contaminated soils (removed during utility installation project) were transported to a state approved disposal facility for incineration. Funding for lab analysis and soil disposal was provided by the North Greenwood Corridor Enhancement project. . The Pinellas County Health Department, under contract with the Department of Environmental Protection (and in accordance with Chapter 62~770, FAC), h'3S instructed the City to conduct a formal Site Assessment at this site to assess soil and groundwater conditions. o Staff recommends hiring TBE Group, Inc. to complete the Chapter 62-770, FAC assessment requirements. Included in their scope is a GPR survey to verify if underground storage tanks still exist at the site. The scope also includes costs to excavate known contaminated soils. Not included in the scope are costs to remove any tanks discovered during the assessment. . The Work Order is available in the City Clerl< office. . Funding in the amount of $14.476 is available in project 315-94803, Environmental Assessment & Clean-Up. The balance of $15,126 will be provided by a third quarter budget amendment transferring funding from project 315-94761, Pollutant Storage Tank Removal. Revlowed by: Legal N/A Info, Services: N/A B'udget ' 4 ~ _/ Public Works purchasln~ DCM/ACf Risk Mgml. ~ Originating Departmont: PWA - Karma KIllian Us or Departmont: Costs Total $29,602 Attachments: Funding Source: Current FY $29.602 CIP X OP Other Submitted by: 1'j ~A. ~ CI Mana or ~ ....v"" Prlntod on recycled papor 2/98 Location Map Appropriation Code: 315-94803-561000-539-000 Rev. .,..". 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CITY OF CLEAR'VA TER ENGINEERING DEPARTMF~NT TBE 'YORK ORDER INITJA TION FORM City of Clearwater Police Substation Site Assessment Date: July 10,2002 TBE Project No. City Project No. ..sUB-O? 25-02 1. PROJECT TITLE Police Substation Site Assessment 1310 North Martin Luther King Jr. Avenue 2. SCOPE OF WORK On May22, 2002, petroleum~impacted soil was discovered by City contractors white excavating a trench for new underground utility lines adjacent to the cast property line of the site. Soil analytical results rec~ived on June 3, 2002, confinned TRPH soil contamination in excess of State ,standards. A discharge reporting form (DRF) was faxed to the Pinellas County Health Department (PCHD) on June 3, 2002. Approximately 39.5 tons of stockpiled soil was transported' to KlecnSoil for incineration on June 4, 2002. The Pinellas County Health Department has , requested a fo'nnal Site Assessment in accordance with Chapter 62-770, Flor,ida Administrative Code. This purpose of this scope is to provide a Site Assessment intended to satisfy the County's, request. Major tasks include: Conduct a limited review of readily available information regarding site history to help determine the fonner location of the USTs, and their current status (i.e. abandoned, removed, or closed~in~place). Install three groundwater piezometers; survey each piezometer casing and measure depth, to groundwater in an effort to obtain a general groundwater gradient. ' Complete up to 16 Geoprobe TItI soil borings with collection of soil samples in two-foot increments to the groundwater table. Soil cuttings will be screened with an Organic Vapor Analyzer (OVA) for petroleum related vapors and lithologic characteristics will be recorded. Collect a total of three soil samples from the vadose zone corresponding to high, medium , and low OVA readings. Samples will be transported to an FDEP~approvcd laboratory for analysis per EP A methods 8021 (BTEXlMTBE), 8310, and FL-PRO. " Install and develop four shallow (less than 15 feet bls) pemlanent groundwater monitoring wells. The wells, to bc installed bY!l certified well driller, will be constructed of 2-inch schedule 40 PVC with a surrounding sand pack, manhole, and locking cap. Top-of-casing elevations will be sUlveyed by TBE. Soil cuttings generated during drilling will also be screened every two feet with an OVA for petroleum related vapors. Soil cuttings exhibiting elevated OVA concentrations will be drummed and stored on-site. J:\DOC-A \ENV.PR0\2002\Clcarwatcr\Ch'l _Policc_SAR.doc City of Clearwater Police Substation SAR July .1 0, 2002 ' Page 2 of 3 Purge and sample four wells in accordance with our FDEP-approved Comprehensive Quality Assurance Plan (CompQAP) and the new FOEP SOPs regarding low-flow purging and sampling. Purge water will be distributed on an impervious surfhce for evaporation. Samples will be transported to an FDEP-approved laboratory for analysis per EPA methods 8021 (BTEXlMTBE), 8310, FL-PRO and total lead. Conduct a geophysical survey orthe property. The survey will use both a magnetometer 'and a ground-penetrating radar to attempt to locate any underground storage tanks remaining at the site. TBE will prepare a site assessment including: Site history and initial abatement summary Site soil lithology, and area geology/hydrogeology Potable well survey and risk receptor information' Soil OVA summary and analytical results, table and figUre Groundwater quality summary, table, and figure Groundwater gradient determination, table, and figure Recommendations and conclusions A contingency cost ,is provided for disposal of up to four drums of petroleum contaminated non-hazardous soil from drilling activities.' Due to the expected presence of petroleum-contaminated soil on the subject property, " TBE-is providing estimated costs for the excavation and disposal of up to 100 tons of petroleum-impacted soil. The cost includes backfilling and site restoration activities (i.e. asphalt/concrete replacement). 3. PROJECT GOALS The purpose ofthis project is to satisfY County's requests for a Site Assessment. 4. BUDGET' Work will be completed on a lump-sum basis as follows: , Site Assessment , Field Services (soil borings, well oversight, piezometers, OVA screening, and sampling) , ........ ....iI................... ................1. ............. ill.........;. III........... iI.........I.,.........................:. It,................ 1,.11 ".. II....... .1'''' $ 3 ,500 Geoprobe'w/auger rig attachment (16 soil borings, three piezometers and 4 wells) (2 days) .., ...'1-............. ... II ...,.... ..... ....:.. II......... II I...... ......... II......... ill...... ill...... ..........11........ .......,.... ~ It....",.. I' It.. "'" ill. 11$ 3,800 Reporting (full SAR), Project Management, Permitting, Sub Coordination ...... $ 5,000 Equipment (OV A"I pumps) etc) ...,....,................~....'.I......'.......+..................................... $ 500 Direct Costs (disposablest copies, etc.) ...........................u...~.....u......"....,.....,.,........ $ 300 Laboratory Analysis (4 groundwater)..........,' .,'..'..H."~...."~......~.....u....................."..,...,,, $ 664 LaboratoIY' Analysis (3 soil) .........~......... ................"..........,.....,.., ...,.., ,."...,......~ ............. $ 453 Drum (est. 4 @ $40 enc)t) .."...,......,.,.....,....,............".,:..................................................$ 160 Disposal (est 4 non haz drums @ $150/drum) ......................................................$ 600 Ground Penetrating Radar (GPR) survey..............................................................$1.250 Assessment Subtotal (Lump Sum) $ 16,227 J:\DOC-A \EN V .PR0\2002\Clearwalcr\Clw_Policc_SAR.doc 1~;",\",,:.'.:,j.I."~~~";"""~'" f.. ,,' . City of Clearwater Police Substation SAR July 10, 2002 Page 3 of 3 .' , ' , Soil Excnvntion & Disposnl , Field Services (excavation oversight, OVA, aild sampling) .....; ................'......... $ 3,000 Excavation Services estimated $lOO/ton x 100 tons (est.).............. ,..................$ 10,000 Soil Prcbum analyticals (cst. one sample}.........;..............;................................ $375 Soil Excavntion Subtotal (Lump Sum) $ 13,375 PROJECT TOTAL $29,602 " 5. SCHEDULE Assessment field activities can be initialed immediately and completed within four months of a notice to proceed. Laboratory analysis results will be forwarded upon receipt. Verbal updates will be provided throughout the project. 6. ' THE STAFF ASSIGNMENTS Project Manager - Project Engineer- Field Technician - A.dministrativerrech Writer- Steven P. Howarth, PE Greg Schultz, PE Dana Kress Shawn Lasseter 531-3505 ext/1545 7. CORRESPONDENCEIREPORTING PROCEDURES " , Correspondence shall be sent to Karma Killian 8. INVOICINGIFUNDING PROCEDURES The lump sum fee for this contract is $29,602. Invoicing Method B shall be used. Invoices shall be se~t attention to Marty Pages City Invoicing Code: 315-94803-561000-539-000 9. SPECIAL CONSIDERATIONS Field Technicians to be 40-hour OSHA certified '10. PROJECT COMPLETION REPORT TBE will provide the City a written summary report for review and comments prior to"submittal to FDEP. APPROVED BY: CITY ~jA~ PREPARED BY: ' ;;;."/ , , ,>,1 ~2?~i ~,::, '>'t:-;'e'f:Z?>'i""'/ ,~ ,/ Ge_ TBE ~. .' Michael D. Quillen, FE Director of Engineering Date ' /- ~..r:...Oc Richard Doyle, PE Senior Vice President Date J:\DOC.A \ENV.PR0\2002\Clenrwnter\Clw _Police_SAR.doc i ' . I '.. ~. ~(,t ~,.........~_...... ........ ~ _I:J..f.J...i'I').\..!(51. """ .. ,. .,......'-<.~ . ""'..~r ..,l~.....\ "'M-r"'~'>"""'."'.- o. Final Aj:lenda Item # Pi;~ '3 . Clearwater City Commission Agenda Cover Memorandum Work session Item #: , MeetlnQ Date: '9/05/02' SUBJECT/RECOMMENDATION: Approve the final plat for" MEDITERRANEAN VILLAGE IN THE PARK' located within the four block area bounded by Cleveland Street, Martin Luther King Avenue, Pierce Street and Myrtle Avenue in downtown Clearwater. 1&1 and that the appropriate officials be authorized to execute same, SUM MARY: · This plat will have One hundred Townhome lots with private streets. , ' -The applicant is proposing a Townhome community to be developed in.phases as reviewed by the Development Review Committee. · A copy of, the plat is available for review in the City Clerk's office. Reviewed by: Legal N/ A I Info Srvc Originating Dept: /7~'\. r. Public Works Admlnlstrntlon Costs Total Budget Purchasing Risk Mgmt N/A Public Works N/A ',DCM/ACM N/A other \ Plan. & Dav. User Dept. N/A Current FY Funding Source: Cl OP Attachments Location Map other Submitted by: J J . _ City Manager 13iU ~ None Appropriation Code: Printed on recycled paper Plat ClealWater Mall.doc .~ NORTH ~ N.T.S. I-Joca tion Map (5 t~w-aiwr- V'1 ~ -I , ~~ 5< CI >- < ~ :r: ~ :r: J{ CI./l~(Mt- V'1 '-' z s;:: P LMETTO ST. Z ....J If!.' i' DREW ST. >- I:: w CD v 60 CLEVELAND ST. w ~ COURT ST. w > <: ~' < w w :r: -I ~ I- ::l g: -I ::E Z f= ~ <C ~ i52 >- W ::l t=z ~ ~:5 DRUID RO, :::; Y5 tf2A1/r-U~ ~ ~ Jecvr-b.(!Y11. z o V1 n: 0:: <C :r: LAK VIEW' RD. ...,; u.. _.......:~_____..___._._H.....'..,__ ...'_.. i CITY OF CLEARWATER" FLORIDA PUBLIC WORKS ADMINISTRATION ENGINEERING --:elf Loe" nON MAP (Oc~... I,lEOlltRRAN[AN VILLAGE IN mE PARK PROPOSED PLAT ~... ... ~ I "1'1 ."" Kl:'.~._ ..I....'... - I l' ~ I, ! I I i '''' ~ __.......,.L....t.l....,..I.......A~......~.. -. c......... . .. .~..~.. 1_... ............. h.. .-'f. .' -,..' _.'-~' .. -............~. .; . Clearwater City Commission Agenda Cover Memorandum Work sessIon Item'#: P/~')./ Final Agenda Item # / 7 Meeting Date: 09/05/02 SUBJECT/RECOMMENDATION: Ratify and confirm the approval of Change Order #1 to Contract No. 00-0064a-PR for the Clearwater East West Recreation Trail Bridge Installation Project to Harvey- Taddeo, Inc. of Oldsmar, Florida In the amount of $7,315.25. I!l and that the appropriate officials be authorized to execute sarno, SUMMARY: .' This Contract was previously approved by the City Commission on August 8, 2002 for $55.500.00. Change Order #1 increases the original contract cost by $7,315.25 for a new contract total of $62,815.25. o This Change Order provides for this Contractor to perform additional work not specified in the original contract scope of work. This work is necessitated due to excessive rain and sail saturation at the construction site. . Construct and remove temporary bridge over existing creek for access. This bridge will create a temporary access route on solid ground to the construction site. . In.stallatlon and operation of dewatering system for proposed bridge footers. . 'Sufficient funding Is available in 315-93212-563500-572-000 to fund this change order. . A copy of the change order is available in the City Clerk Department for review. Reviewed by: Legal ~fr~ Budget ~PUbIlC Works Purchasln, ~, DCMJACM Risk Mgm N/A ' Other Info Srvc N/A ",qosts $7.315.25 Total Current FY X Funding Source: Cl X OP Othe r Attachments Submitted by: City Manager"" - aj ~ a ~ .'v~ - lBJ None Appropriation Code: 315-93212-563500-572..oQO Clw. E-W Rec. Trail Bridge CO#1 Printed on recycled paper l' " '. ..~ i ..", ' :. ' . . '/ ,I I~ ,. . City of Clcnnvutcr Assignment Dctnil ,,' \' , , , , 'pw~q. File # , Attorncy 1 Attorney 2 Catcgory Type Contact(s) :i" :\ :, " " Received , Status Desc " ,. :~," ., ' . . ;', ,:"i A02-00357 AI-East/West Recreation Trnil13ridgc Inslallation Cnrnssas, John, Ruff, Brynn D. Agenda Item Stnff Investigator Action Subject , Priority Dcpt Burgess, Laurn Review and sign Administrative Parks and Rec 08/12/2002 Closed Description'. .' , Took agenda to clerk: Ijb. &/12/02 received from Alice Change Order # I for ~Ieanvnter East/West Recreational Trail Bridge Installation by Harvey-TaddeI, Inc., i/nlo $7,315.25 'additional to contract. Ginn to hold for 9/5/02 meeting. (see A02-0030 I Cliff Stct'henson ,Park) grh 8/13/02 gave to Gina to hold for meeting. grh, 8/22/02 received ngcnda memo for 9/5/02 meeting for change order # I. grh ' . ' , . i.. . " , ~," . . t . 08/12/2002 Target 08/12/2002 Completed Status Code Archh1e Information Date Box Locator Remarks " !' 'I t':l'. '. :' ~' r,,' 'L... ;, " '., {~ " , " , " :~; " "t.~ 1'\ :.:. File Location Destroyed ' No ,Destroyed Date " ' " Printed 08/2210202:52 pnl Cll)' llrCIe:lltwlltcr ' ",' '. lO. '." , , poge: . ,Clearwater City Commission Agenda Cover Memorandum ~ .Jt /' Worksesslon Itom #; f ,{-I,. j Finnl Agenda Itom # J?' Moelfng Dato: 09105/02, SUBJECT/RECOMMENDATION: Ratify and confirm the additional transfer of $172,548.77 to the State of Florida Department of Transportation (FOOT) for the relocation of existing potable water and sanitary sewer facilities impacted by the FOOT's S.R. 55/U.S. 19 at Drew Street Intersection Improvement project, ' 119 and that the appropriate officials be iJuthorlzed to execute same, SUMMARY: · The Florida Department of Transportation (FOOT) has designed the intersection improvement of S.R. 55/U.S. 19 at Drew Street. Construction is currently anticipated to begin in late September 2002, and will take approximately three years to complete. This intersection improvement project will necessitate the relocation or adjustment of the City's water and sanitary sewer mains and appurtenances within the project limits. The City of Clearwater's Engineering Department has coordinated the design for these utility accommodations with FOOT representatives. FOOT awarded the contract for the combined roadway improvement and utility relocation work to the low bidder, Cone & Graham, Inc. . The original agenda item (approved 9/16/99) established an engineer's preliminary estimate in the amount of $621,296.72. FOOT's timeline for JPA projects is such that the agreement must be processed prior to the FOOT's roadway design being completed. Typically, changes occur in the design that warrant changes in the City's Utility Relocation Plans. and thus changes to the estimated con'struction amount. In this instance, the final engineer's estimate is $823,407.54. FDOT requires this amount to be transferred prior to their project being advertised for bid, and this transfer was made. The exact costs are determined by the contractor's bid and may vary from this amount. The project was competitively bid by FOOT, and the utility portion was bid at $1,127,439.50. FOOT agreed to pay for that portion over 110% of the City's estimate ($391,358.00). The additional funds required for transfer to FDOT are as follows: Capital Proiect: Water Line Relocation: Sanitary Utilitv Relocation: Expense Code: 343-96742-563800-533-000 343-96634-563800-535-000 Total: Amount: $85,270.15 $87,278.62 $172,548.77 . Resolution 01-07 was passed on March 1, 2001, establishing the City's intent to reimburse certain project costs incurred with future tax-exempt financing. The projects identified with 2001 revenue bonds as a funding source were included in the project list associated with Resolution 01-07. . Sufficient funding for this agreement is available in each of the projects specified. RBvlewod by: OIIIII~1 Legal ~ Info Srvc ~ Public Works Budget Purchssln . (DCM/AC Risk Mgmt N/A Other N/A Originating Dopt: ' Public Works (L. Murrin) User Dopt. t--' , Public Works ? Costs Total $172,546.71 Attachmonts Funding Sourco: Current FY $172,546.77 CI X OP Other Submlttod by: City Managor 'Bill ~""'~~ Printed on recyclod paper Appropriation Codos: 343-96742-563800-533-000 343-96634-563800-535-000 US 19 @ Drew Street Utilities JPA w/FDOT Ratlfy & Confirm 1XI Nono Rev. 21gB ...",..,' ~'::Clearwater u PUBLIC ,\VOI{((S ADl\'IINISTRATION ]00 S. Myrtle Ave., f/2:!O, 33756-5520 PO Box 474N. Clcnrwnler. FL 33758-474S , Phone: (727)S62.4750. Fax: (727)562-4755 TRANSMITTAL FORl\'1 f tt) ~1f.5--- r<~:)ct TO: Cilv ofClearwnter Legal Depnrtment DATE: August 2b]002 JOB NO,: lJR.005Q-UT RE: Drew SUUS 19 \VE ARE SENDING TO YOU (8] ATTACHED 0 UNDER SEI)ARATE covlm VIA TilE FOLLOWING ITEMS: D Shop Drawings o Copy of Leller o 'Prints o Change Order o Plnns o Specifications o Samples (8] Al!cnda Item COPIES .. DATE NO. DESCRIPTION 2 Sloned Aoenda Item for Review THESE ARE TRANSMITTED AS CHECKED BELOW: o o 0, (8] Please forward to City Clerk upon npUIQ.vnl. For approval D Approved ns submitted 0 Approved as noted As requested 0 For review and comment 0 Return _ corrected prints 0 0 ROUTE TO: DATE RECEIVED DATE REVIEWED INITIALS & COMMENTS REMARKS: l1ii.' ~M '. '511. ~~~b~Z7F'~AE7:~~~~ SIGNED:, Lisn M, Murrin. P.R. Utilities Engineering Mnl1ngc.r~ ' Plense notify us if attuchmcnts ure not included TlulIIk )'011 fo,. )'fJll" hm,';,ws.", ! I."'~"'''. ~ ~ ~ - ~ w.... ".If"""'" ~- "" ..V"U...,J.~ I h'. ...~ .-' (8 Clearwater City Commission Agenda Cover Memorandum SUBJECT/RECOMMENDATION: Approve Agreement with Pennington, Moore, Wilkinson, Bell & Dunbar, P.A. to provide lobbyist services at the state level from 10/1/2002 to 9/30/2007 at 0 cost of $48,000 per year, plus expenses not to exceed $4,800 per year, Worksesslon Item #I: (!l/{df/ ICf Final Agenda Item tI Meeting Date: 9/5102 _18J and that the appropriate oHiclals be authorized to execute same. SUMMARY: Lobbying services are needed to assist the City in pursuing funding and favorable legislation at the state level. An RFP (Request for Proposal) was released to select a' provider of these services. Five invitations were mailed; responses were received from the firms of Pennington, Moore, Wilkinson, Bell & Dunbar, P.A.; Holland & ,Knight; Haben & Richmond, P. A., and Becker & Poliakoff, P. A. The evaluation committee, consisting of the City Clerk. two Assistant City Managers, City Attorney, and Finance Director, reviewed the, written proposals on August 6, 2002. The committee determined Pennington, Moore, Wilkinson, ,Bell & Dunbar the most responsive to the criteria established in the RFP. Selection criteria , were: Overall quality; Experience; Qualifications; Reports from References; and Cost for Services. Pennington, Moore, Wilkinson, Bell & Dunbar were retained October 1996 and wili complete their Legislative Consultant Services Agreement on September 30, 2002. Working closely with the City and its ,state legislative delegates, the Pennington lobbying team has been instrumental in the appropriation of important state funding for Clearwater. Priorities for the coming year are being developed and soon will be forwarded to the Commission. The' draft agreement is available for review in the City Clerl< Department. Reviewed by: D/j Legal ...1J!I::- Info SIVa , ~ ,Budget 7.// Public WOrk~ 'purchaBlng~~ DCMlACM RIsk Mgmt ..!MA.., Other A OrigInating De . City Clerk User Dept.: Costs: Estlmatod Tolal $ 264,000 Current FY Not to exceed $52,800 Funding Source: CI OP x Other submItted by: ..,,~., I J , CltyMBnager ~ ~ Prlntod on recycled piper 00 None A ro rlatlon Codo: 010.09700.530100.513-000 II'''';''' .. " . ." ~ ~'I...) 1........ . 'I . c '> '< ~ . ~ .~ . I " " ; , " , , \.1 ':',." .. . ". "// . " '" " ,>, ',~ >~t >\. . I' ~,lr ;.:;, .! :.~ 'l~ i;.:. :1 ~ ~) .. :.. . I,:}' ..' ~' " ';;~;; :: "', ': ~ :', ~ ~:?")': ' l,e".\;", , . t t:: ' ~ .< ~~>>. ,\ ,., . _.'.' t,," , "I " ' {'. !:, :~~. ~, ~;:" , .... ~ .,. . ~'-II. ". . ~ l . '.r./.:,. .' ?<: ; :,:..:. It. . ,'~ '::fl 1\', .: "'l l.~" . , ", "~ . : '" .,1: ~. g;: on ,-1\ ," r~' .' ~ ,-t". . ~-~; ~ ., ~ ;~. . T;,.~ '., ."'1' .'~ ~~(\ ' ~"'/ I ,. ., I, :J~ \ . ,. ~ . ~ll : .t, ',' ,.' I." , , ,'1 ~! .. ; (~ ' t ~ ~ " 0.':,: '. ~ ~ ~ '-. { .~; . , 1 ~ 'j. ~ '" , i ' . ~ ; . {, ''tr<< .\- l.' ..' 'V t::' ....'.:. ), " " .lj,. ',j " . " '. ;, , " ~ ! . '., ,1, :~ . 'I ,;" " ,. :,1 '" , t." :1 " .... ',- '>'1 '" ;1" '" .;. . " l' 1. " , : ,; " ITEM # ", /.' : ,', .j.... , , " ." ~ , " ',' '. \, , 10 .1 d' '~'~:', , I', , APPOINTMENT WORKSHEET FOR COMMISSION MEETING September 5, 2002 ,BOARD: Marine Advisory Board ' TERM: 4 years APPOINTED BY: City Commission FINANCIAL DISCLOSURE: Not Required : RESIDENCY REQUIREMENT: City of Clearwater SPECIAL QUALIFICATIONS: None MEMBERS: 7 CHAIRPERSON: Thomas Horne MEETING DATES: 2nd Wed., 8 am PLACE: Marina APPTS. NEEDED: 1 DATE APPTS TO BE MADE: ,. /, THE FOLLOWING ADVISORY BOARD MEMBER(S) HAVE TERMS WHICH EXPIRE AND NOW REQUIRE EITHER 'REAPPOINTMENT FOR A NEW TERM OR REPLACEMENT BY A NEW APPOINTEE. Name Date of Original Appointment 1. Nicholas Matsis' 801 Harbor Island,.33767 1998 Attendance Record o Absences ,Interest in reappointment Yes' '.....' , .'THEFOLLOWING NAMES ARE BEING SUBMITTED, FOR CONSIDERATION TO FILL THE ABOVE ; " ' 'VACANCIES: . Name-Address' 1. Charle's Cashman 1462 Excalibur Dr., 33764 I' " \, 'i Zipcodes of current members on board: ,2 at 33755 1 at 33761 4 at 33767 ," .,<. c " ' ,,' " ' .\ .' ::; .. " , .. l~~1 ,.' ,I Comments-Related Experience, Etc. Sales Manager, Gulfwind Marine Name:-&C#tJt-4 S Home Address: ' fft)/ ' ~/2,e~4 /J~c1 '&('1'1 ~W A7'1:';e 7-1. Zip g ~ 7 t 1 Telephone: lff 7, tL/.2-c, . How long a resident 0 Clearwater? , Oc~upation: ~ Field of Education: d')#A4~//) tJ.h~/ -c5/~ 4!/l.. ,5'.,t t /N~r:,/ ~~"''';A ~~~~""A t1" J/.9 ",~ /ry . If retired, former occupation:, Community Activities: /J!-f'/n 15~ ~ /;/4h cl Ilr4,..-t:.r (f....., ~ CITYOF CLEARWATER - APPLICATION FOR ADVISORY BOARDS (must be Clearwater resident) jJt 14;" t./ j - ;r; H-/'^" "'l"'/~ Office Address: .2- RIP t' or /1 /\I. (?Jlf?~ fWA7</l ;1t. Telephone: 17''1.. :>5S"~ / l!- i f;~t?.5' Employer: -p:::,I/O.$~r,,,,,,L.- ~J4.v&';" / ./ Other Work Experience: 5'rz .p /t)p Zip..?';??C I , 4$>4 / c:lePs,.e-~,c IfbS" Other Interests: B;;rrd Service (current and ~t): . LJ l71'1 {IJ(.,F/I1AJ~r~,e Ifl#olN~ ~ (! t#f ,.el1l-ffr' /J1 ~,.". /;7 .4e Board Preference: ~ //!;4;(l/l/ & O~4;e~ ,Additional Comments: , ~ 6 c.S;A-'e Date: a,~ e? <' dZ..CJt:?>~ /' See attached list for boards that require Financial Disclosure at time of appointment. Please return this application & board questionnaire for each board listed to: ' City Clerk's Department, P. O. Box 4748, Clearwater, FL 33758-4748 or drop off at City Hall, 2nd Floor, 112 S. Osceola Avenue Signed: b ~ ,/ . --l BOARD QUESTIONNAIRE 1, What is your understanding of the board's duties and respon~ibllities? //t ,/ ht{"IIfJJ~~ ,/ t/~ 4i_.J,';;~ sf' ;!"'J#~~.z: 47t 11/VlIl(.f ,., JIll ~/G"'':1'$ ~ P/'~.c1"1S ~..r-6~6 .dfhGlfI/ ~ 2l., 8ry. 2. Have you ever observed a board meeting either in person or on C-View, the City's TV station? 4rft:NI/~P /1/1 /l1~:t7"/~4.s fi;z t5 ~ 'Z/~.<te6' " , What background and/or qualifications do you have that you feel would qualify , serve on this Board? III IE. If'. e.ne-~ ~ ;4, 5",,.,d ~~,,e ~ 4."r~1 ~"'~J"''''~'''' ~::;Z;>1AY~ AI ~J.,., ~11~;?1'~ '7 41/ a?tr-r/?W.tIjfl ~T~,,<hrel &-r47"'l€- t'~~N~Nc~~ ' 4. Why r'o you want to serve on this Board? ~ (~)ln"';fI#":' ~~s j)NP4~,~~~ ;7 ~s p;..fI.,.1 / /~& ~. ~hL ~""'~At:#~H 4';7 ~;CI.N;4We/ .I~V r /fttJA'/f/.Im ~ Name~~ ,6- , Board Name: $4e//I"edA.e..o , , I I ..' , , ' .....---- - CITY OF CLEARWATER - APPLICATION FOR ADVISORY BOARDS (must be ClearWater resident) Name: Charles A Cashman Home Address: 1462 Excalibur Dr. Clearwater. FL Zip33764 Office Add ress: ' 18025 US19N Clearwater, FL 33764 Telephone: 536-9480 x114 Telep,hone: 524-2862 How long a resident of Clearwater? 20 years ' ' Occupation: VP- Salesl GM Field of Education: , 2 YRS SPJC 2 YRS U of F Employer: Marinemax-Gulfwind Other Work Experience: 8 vrs in construction management If-retired, former occupation: Community Activities: _ Other Interests: BoatinQ, Scuba divino. Fishino Board Service (current and past): Wife is on the Parks and Rec board Board Preference: Marine Advisorv Board Additional Comments: Signed: Charles A Cashman (by email) Date: 6/29/2000 See attached list for boards that require Financial Disclosure at time of appointment. Please return this application '& board questionnaire for each board listed to: City Clerk's Department, P. O. Box 4748, Clearwater, FL 33758-4748 or drop off at City Hall, 2nd , Floor, 112 S. Osceola Avenue REC~E' i~dE"'D .... <ora a y .. " ; i J ~J' 1\ '-Iunu ' CITV Cl.I:RK DEPARTMENT Ilf;':"1'. _,n,:, , , " BOARD QUESTIONNAIRE 1 . What Is your understandinQ of the board's duties and responsibilities? I understand that the Boards duties will involve issues dealing with the local marine community specifically areas of potential development and conservation responsibilities. J feel very well suited for this as I am in the marine business and I have a strong background in marine biology. 2. Have you ever observed a board meetinq either in person or on C-View, the , City's TV station? " d , Yes, I have had two family members on different boards, so I am familiar with the board meetings , ~ 3. What backqround and/or Qualifications do yOU have that vou feel would Qualifv , YOU to serve on this Board? ' I have 8 years invested in the Marine business, specifically as a boat retailer. I have I,' dealt with numerous dock issues, environmental issues and have state.wide '.' experience with just about every marina in Florida. I have a vested interest in preserving one of our most precious assets along with the business sense to realize that it is a big part of what draws people to our area. 4. Whv do yOU want to serve on this Board? " 1 I want to ensure that the decision makers on the board have a voice that is '~ pro marine business'" and at the same time /I pro environment" which I think is rare to , I, find that type of person, and I, am that type of person. I am sensible, reasonably intelligent, and dedicated to giving of my time to help the community Name: Charles A Cashman , Board N'ame: Marine Advisorv Board AECE'~ \/ED JI} "I :, r, ' ',I~ " ,'(DUO CITY CLERK DEPARTMENT City of Clearwater , City Conlluissiol1 Agenda Cover 'Memorandum " /)5 i! fIR;-1 Flnol Agenda Item Ii ,'/2 Meeting Date: 9/5/0;t. SUBJECT/RECOMMENDATION: Approve changes to the City of Clearwater Employees' Pension Plan relating tathe Economic Growth ,and Tax " Relief ReconcllfatlonAct of 2001 and pass Ordinance 7033-02 on first reading. D ,and that the appropriate officials be authorized to execute same, SUMMARY: The City of Cleo/water Employees' PensIon Plan must be amended to comply with the Economic Growth and Tax Relief Reconciliation Act of 2001, Amendments to the plan that are necessary due to changes In sfate or federal law do not need to be passed by referendum. ' The following changes to the PIon arerecommended: 1. In,crease the OBRA '93 annuol compensation limit from $150,000.00 to $200,000.00; 2, Increase the maximum amount of annual retirement Income payable under the Plan from $90,000,00 to $160,000,00; 3" Change the rollover provisions for distributIons made ofter Jonuary 1, 2002, to allow employees to roll over any portion of theIr pension contributions that Is Includible In theIr gross Income provided the rollover Is made to an IndIvIdual retIrement account or a retirement annuity described In Internal Revenue Code Section 408(b) or to a qualified defined contribution plan described In Internol Revenue Code Sections 401 (a) or 403(0) that agrees to separately account for the amounts that are Includible (post-tax amount) and the amounts that are not Includible (pre-tax amount). 4. Include as an "el1glbte retirement plan" any, eligible deferred compensation plan described In Internal Revenue Code Section 457(b) that agrees to separately account for the amounts transferred from the Pension Plan and an annuity contract described In Internal Revenue Code Section 403(b), This provision will also apply to rollover dIstributions to the surviving spouse. The Trustees of the City of Clearwater's Employees' Pension Plan will consider this Item ot their meeting of September 16, 2002. Reviewed by: ~tJ Legal .31!tP- , Budget NA Info Tech NA Public NA Works Originating Dapt: .,d.l/ Human Resources l..~t~ [ Usar Dapt. costs Total Funding Source: Purchasln 9 Risk Mgmt NA oeM/ ACM Other ~ Copliol ltnp'cvL)mont Current Fiscal Year NA NA Atlachments Ordinance 7033-02 Oporol,,,o DIM' s AppropriatIon Code: o None Rov. ".. -~".'~'(- ;"'......~..:.., -,' ORDINANCE NO. 7033-02 AN ORDINANCE OF THE' CITY OF CLEARWATER, FLORIDA, AMENDING CHAPTER 2, ADMINISTRATION, , ARTICLE V, EMPLOYEE BENEFITS, DIVISION 3, EIHPLOYEES' PENSION PLAN, OF THE CODE OF ORDINANCES OF THE CITY OF CLEARWATER; AMENDING SECTION 2.393, DEFINITIONS, BY AMENDING THE DEFINITION OF "COMPENSATION"; AMENDING SECTION 2.397, BENEFITS UNDER THE PLAN; AMENDING SECTION 2.398, TIME AND MANNER OF BENEFIT PAYMENTS; PROVIDING FOR SEVERABILITY OF PROVISIONS; REPEALING ALL ORDINANCES IN CONFLICT HEREWITH AND PROVIDING AN EFFECTIVE DATE. .l ~ , . BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF 'CLEARWATER, FLORIDA: , ; SECTION 1: That Chapter 2, Administration, Article V, Employee Benefits, Division 3, Employees' ~ension Plan, ofthe Code of Ordinances of the City of Clearwater is hereby amended by amending Section 2.393, Definitions, by amending the definition oftlCompensationtl, subsection 2.a., to read as follows: (2) a, In addition to other applicable limitations set forth in the plan, and notwithstanding any 'other provision ofthe plan to the contrary, for plan years, beginning on or after January 1, 1996, the annual compensation of each employee taken into account under the plan shall not exceed the OBRA '93 annual compensation limit. The OBRA '93 annual compensation limit is $150,00fT.66 $200.000.00, as adjusted by the commissioner for increases in the cost of living in accordance with Section 401 (a)( 17)(B) of the Internal Revenue Code. The cost.of-living adjustment in effect for a calendar year applies to any period, not exceeding 12 months, over which compensation is detennined (determination period) beginning in such calendar year. If a detennination period consists offewer than 12 months, the OBRA '93 annual compensation limit will be multiplied by a fraction, the numerator of which is the number of months in the detennination period, and the denominator of which is 12. SECTION 2: That Chapter 2, Administration; Al1icle V, Employee Benefits; Division 3, Employees I Pension Plan of the Code of Ordinances of the City of Clearwater is hereby amended by amending Section 2.397. Benefits under the plan, subsection (g)(1), Basic limitation, and subsection (g)(3)a., to read as follows: , ' ;: I.' (g)( I) Basic Limilatioll. 'Subject to the adjustments hereinntler set forth, the maximum amount of annual retirement income payable with respect to a participant under this plan shall not ex- ceed -$9&;fl6&:ee $160.000.00. ' For purposes of applying the above Iinlitation, benefits payable in any form other than n straight life annuity with no ancillary benefits shall be adjusted, as provided by TreaslIIY Regulations, so that such benefits are the Actuarial Equivalent of a straight life annuity. For purposes ofthis Section, the following benefits shall not be taken into account: a. Any ancillary benefit which is not direr.tly related to retirement income benefits; b, . Any other benefit not required under 9415(b )(2) of the code and regulations thereunder to be taken into account for purposes of the limitation of 9415(b)(1) of the code. (g)(3 ) a. In the event the participant's retirement benefits become payable before age 62, the $9<1;OO€r.OO $160rOOO.00 limitation prescribed by this section shall be reduced in accordance with regulations issued by the Secretary of the Treasury pursuant to the provisions of g415(b) of the code, but not less than $75,000.00, if the benefit begins at or after age 55. In the event the participant's retirement benefit becomes payable before age 55, the $75,000.00 limitation shall be reduced from age 55 in accordance with regulations issued by the Secretary of the Treasury pursuant to the provisions of 9415(b) of the code. A participant with at least fifteen (15) years of Credited Service may not have the benefit reduced below $50,000.00. SECTION 3: Chapter 2, Administration, Article V, Employee Benefits, Division 3, Employees' Pension Plan, of the Code of Ordinances of the City of Clearwater is hereby amended ,by amending Section 2.398, Time and manner of benefit payments, subsection (e), Direct rolIovers, to read as follows: ' (e) Direct transfers 0.( eligible rollovers distrihWinllS, (1) Rollover distributions. This section applies to distributions mnde on or after Janimry 1, 2002. Notwithstanding any provisions of the plan to the contrary that would otherwise limit a distributee's (as defined below) election under this paragraph, a distributee may elect,- at the time and in the manner prescribed by the committee, to have any portion oran eligible !'OlIover distribution (as defined below) paid directly to an eligible retirement plan (as defined below) specified by the distributee in a direct rollover (as defined below). (2) For purposes of this paragraph, the following terms shall have the following meanings: 2 1-':'%, ,'..'" ,c c a. An Ueligiblc rollover distribution" is any distribution of all o'r any pOltion of the balance to the credit of the distributcct except that an eligible rollover distribution docs not include: any distribution that is one of a series of substantially equal periodic payments (not less frequently than annually) made for the life (or life expectancy) ofthe distributee or the joint lives (or joint life expectancies) of the distributee and the distributee's designated beneficiary, or for a specified period often years or marc; any distribution to the extent such distribution is required under Intcrnal Rcvenue Code Section 401 (a)(9)t and the portion of any distribution that is not includable in gross income (detcrmined without rcgard to the exclusion for nct unrealized appreciation with respect to employer securities). Any portion of any distribution which would be includible in gross income will be an elisible rollover distribution If the distrihJ!.tion is made to an individual retirement account described in Internal Revenue Code Section 408(3). to an individual mtircment annuity described in Internal Revenue Code Section 408(b) or to a Qualified defined contribution plan described in Internal Revenue Code Section 401 (a) or 403(a) that agrees to separately account for amounts so ' transferred. including separately accountins for the portion of such distribution which is includible in Bross income and the portion of such distribution which is not so includible. b. An "eligible retirement plan" is an individual retirement account described in Code Section 408(a)) an individual retirement annuity described iri Internal Revenue Code Section 408(b), an annuity plan described in Internal Revenue Code Section 403(a)t an clisihle deferred compensation plan described in Internal Revenue Code Section 457(b) which is maintained by an eligible employer described in Internal Revenue Code Section 457(e)(1 )(A) and which agrees to separately account for amounts transferred into such plan from this plan~ an annuity contract described in Intemal Revenue Code Section 403(b )~' or a quaHfied trust described in Internal Revenue Code Section 401 (a), that accepts the distributees eligible rollover distribution to the SUI vtviuc; spouse, iUl eligible Ictircment plan is an individutilletilellK..llt aCCouht ul individual rctiIemeht LlhllUity. This definition shall apply in the case of an eliGible rollover distribution to the surviving spouse. c. A "distributee" includes an employce or foroler employee. In addition, the employee's or fonner cmployee's surviving spouse and the employee's or former employee's spouse or former spouse who is the alternate payee under a qualified domestic relations order, as defined in Internal Revenue Code Section 414(p)) are dis\ributees with regard to the interest of the spouse or fonner spouse. d.' A tldirect rollover" is a payment by the plan to the eligible retirement plan specified by the distributee. " s.RCTION 4: Ifany provision of this ordinance or any policy or order thereunder of the application of such provision to any person or circumstances shaH be held invalid, the remainder of this ordimmce and thc application of such provision of this ordinance or of such policy or order to persons or circulllstunccs other than thosc to which it is held invalid shall not be affcctcd thereby. 3 _ ,~.. \ ,., c., ,', ! ,I :'. -.J:: "':' ~..... ",,< " /~ r~" : " ;1'> ~ ';., ~ I .. I. ~ .'~: ",.. ....,. '" ~ ~" ~. ~ ~ . ! ~ >, i: ;. ~; T I~" '. (, '.. \, ..~. " ..'~ 'l :'" " if I,f~ ~ ,,1 ," .. ~ I ~ i' ' :il" T " .. ~ r\; .' :.~~.; f." . r.;,:.,.. f, .' ,E;"'- " " ~ ~ L f:.:..; . '. :~.,~'.' :~, ' ;\. ,', . J ". i.", ',', ...~ .,.,.'." 'j' '. . " ~ !~/.> " '.'> ..- " ~ ,~ , i:~/" .. '...' " .~ 1. /t ., \'.. L " , " T{:.I' " ~ ~: . ~.; ~ ,.," ... ~ . 1- . !S',.. 'I~ ;1 'po ~. " , , (;> ~(! >~..,:. :1; ~ " ': \ I ~ . )' .. ,1 ~ " '!~.' , ~r:'>\."}:; , ~~'1, J ','. ' .1 1.:~ . ;f:;....':, " :fI; ,: ." 1;\ . " , 'Ii""', ~I '"I,: 'X:,;""', .. ........ . :~::< . . '" ~ i,; r I .' {,: ~ ; . 1, ~~, " i1~~;>.~. 'f..','.,.. .. ::r ~ . ~ ~ ~ . I . ,:~>! ~(,.: I "'\:,': .';,' , l~:;':J>, '{?r;':':':;<.. ;'~e, ;, I" . " I" , ( ~.'. SECTION S: This ordinance s,hnll become effcctiyc upon ~doption. pASSED ON FIRST READING PASSED ON SECOND AND FINAL READING AND ADOPTED. ' l. Brian Aungst Mayor-Commissioner . , Approv~d as to fonn:' , ",', I ,', /' , 0./;- Pamela .. Akin' City Attomey , Attest: , : 1 to' , , Cynthia E. Goudeau City'Clerk , ' " " 'I ", :, " '" ( , '. " " ~ "\. ,I , ,". I " , , , I'" ,.1 " , i " '" '. ' , ii~\clell~gen\07-2~.02.onl " 4 "'. '.; " " f' . ~~ " }. .. I j " " \ ~.------ ... , . ~ ' N () ') ~( J~~j r L ,y' City of Cleanvater City Commission Agenda Covel' Memorandum F1,..,t Aflend.1 Itl'lll II J3 "'l!l'ting Dille: 9/5/02 SUBJECT/RECOMMEN DA liON: Approve changes lo the 'City of Clenrwater Police Officers Supplementary Pension Plnn reltlting 10 the Economic Growth and Tax Relief Reconciliation Acl of 2001 ulld puss Ordinilnce 7034-02 on first reilding, ~ and Innt the approprinle officials be nuthorized to execute s.lIl1e, SUMMARY: /. , , . The City of Clea~ater Police Officers Supplementary Pension plan must be ilmended to comply with the Economic Growth and Tax Relief Reconciliation Act of 2001. Amendments to the plan that ilre necessary due to changes in state or federal law do not need to be passed by referendum. The following changes to the Plan are recommended by the Pension Pl.m Attorney: 1. Change the eligible rollover provisions for distributions milde after January 1, 2002, to allow employees to roll over any portion of any distribution which would be includible in gross income will be'an eligible rollover distribution if the distribution is made to an individual retirement account described in Section 408(a), to an individual retirement annuity described in Section' 408(b) or to a qualified defined contribution plan described in Section 401 (a) or 403(a) lhat "grees to separately account for amounts so transferred, including separately accounting for the portion of such distribution which is includible in gross income and the portion of such distribution which is not so includible. ' 2. Include as an "eligible retirement plan" an eligible deferred compensation plan described in Section 457(b) of the Internal Revenue Code which is maintained by an eligible employer described in Section '457(e)(1 HA) of the Internell Revenue Code elnd which agrees to separately account for amounts transferred into such plan from this plan, an annuity contract described in Section 403(b) of the Internal Revenue Code. This definition shall also apply in the case of an eligible rollover distribution to the surviving spouse. The Trustees of the City Of Clearwater Police Officers Supplementmy Pension Plan will consider this item at their meeting of September 13, 2002. NA o;r~J Pre ilrcd b : Cilrol Milrshilll User Depl. Cosls Rt!vlewed by: lcgnl flJ~ .~ Budget NA In(o Tech Total Risk Mgmt Public Works DCM! ACM Olhor NA Funding Source: Purchasing NA /fb - 1IfL _/ Cljlli,11 h""rm~m""1 Currenl Fiscal Yom NA Altachments ' Ordlnilnco 7034-02 OI)\!I,ltitlM Dlher Appropriation Code: o None Rev. 2190 ; , , , 1(t1~:.i~ 1(;1;:. 1,,;.r."J ~ . . -" ..:.. , ORDINANCE NO. 7034-02 AN ORDINANCE OF THE CITY OF CLEAR\V A TER, FLORIDA, AlVlENDING CHAPTER 2, ADMINISTRATION, DIVISION 5, POLICE OFli'ICERS PENSION, PLAN, SUBDIVISION II, SUPPLEMENTARY, PENSION AND RETIREMENT PLAN, OF THE CODE OF ORDINANCES OF . THE CITY OF CLEAR\VATER; AMENDING SECTION 2.471, DEFINITIONS; Al\tIENDING SECTION 2w480, DIRECT TRANSFERS OF ELIGIBLE ROLLOVER DISTRIDUTIONS; PROVIDING FOR SEVERABILITY OF PROVISIONS; REPEALING ALL ORDINANCES IN CONFLICT HEREWITH AND PROVIDING AN EFFECTIVE DA TE. BE IT ORDAINED BY THE CITY COMl\USSION OF THE CITY OF CLEARWATER, FLORIDA: SECTION 1: That Chapter 2, Administration, Division 5, Police Officers Pension Plan, Subdivision II, Supplementary Pension and Retirement Plan, of the Code of Ordinances ofthe City of Clearwater, is hereby amended by amending Section 2.471, Definitions, by amending the definitions oP'Eligible retirement plan" and "Eligible rollover distribution", to read as follows: Eligible retirement plan means an individual retirement account described in section 408(a) afthe Internal Revenue Code, an individual retirement annuity described in section 408(b) of the Internal Revenue Service Code, an annuity plan described in section 403(a) ofthe Internal Revenue Service Code, au eliflible deferred compensation plan described in section 457(b) of the Internal ~cvenue Code wllich is maintained by an eligible employer described in section 457(e)(1 )(A) of the Internal Revenue Code and which agrees to separately account for amounts transferred into such plan from this plan. an annuity contract described in section 403(b) of the Internal Revenue Code, or a qualified trust described in section 401 (a) of the Internal Revenue Service Code, that accepts the distributee's eligible rollover distribution, IIO\\'cvCl', Ihis definition shan also apply in the case of an eligible rollover distribution to the surviving spouse, an eligible retiIehlent plah is an itldividual rctiJ ,mcnt account 01 indi\1 iduall etirement alihuity. , Eligible rollover distribution means any distribution of all or any portion of the balance to the credit of the distributeet except that an eligible rollover distribution does not include: any distribution that is one of a series of substantially equal periodic payments (not less frequently than annually) made for the life (or life expectancy) of the distributee or the joint lives (or joint life expectancies) of the distributee and the distributee's designated beneficiary, or for a specified period of ten years or more; any distribution to the extent such distribution is required under section 401(a)(9) of the Internal Revenue Service Code; and the portion of any distribution that is not includable in gross income. Any portion of any distribution which would be includible in Gros~ income will be an elillible 1'OIIovcl' distribution if the distribution is made to an individual retirement account described in section 408(8). to an individual retirement annuity describ~d in section 408(b) or to a Qualified defined contribution plan described in section 401 (n) or 403(0) that agrees to s~arately account for amounts so transferred, includiny s~arntely accountiny for the portion of such distribution which is includible in cross income and the portion Qfsuch distribution which is not so includible, SECTION 2: That Chapter 2, Administration, Division 5t Police Officers Pension Plun, Subdivision II, Supplementary Pension and Retirement Plan, orthe Code ofOrdinunccs of the City of Clearwater, is hereby amended by amending Section 2.480, Direct transfel's of eligible rollover distributions. to rend as tollows: Ordinance 7034-02 - " Sec. 2.480. Direct transfers of eligible rollover distributions. , . This section applies to distribution made on or aOer January 1 t -t9!a 2D.Q2. ' Notwithstanding any provision of the system to the contrary that would otherwise limit a distributee's election under this section, a distributee may elect, at the time and in the manner prescribed by the board, to have any portion of an eligible rollover distl'ibution paid directly to an eligible retirement plan specified ~y the distributee in a di~ect rollover. SECTION 3: 'Specific authority is hereby granted to codify and incorporate this Ordinance in the existing Code ofOrdinat1ces of the City of Clearwater. SECTION 4:' If any section, subsection, sentence, clause, phrase of this ordinance, or the particular application thereofshaU be held invalid by any court, administrative agency, or other body, with appropriate jurisdiction, the remaining section, subsection, sentences, clauses, or phrases under " application shall not be affected thereby. SECTION'S: All Ordinances or parts of Ordinances in conflict herewith be and the same , are hereby repealed. ' SECTIQN1i: That this Ordinance shall become effective upon its adoption. PASSED ON FIRST READING , PASSED ON SECOND AND FINAL READING AND ADOPTED , Brian Aungst , Mayor-Commissioner APP1~ej to fonn: ~ ' , ;1.,/ /~ :'. Pame a K. Akin , City At~omey Attest: Cynthia E. Goudeau City Clerk Ilno\cICDt\pol\07. J S.02.ord , l 2 Ordinance 7034-02 . City of Clearwater City Commission Agenda Cover Memorandum "~ f(j'.yl FrJ 1~ J I'..... ...~) if Final Agendn Item # ./ '[ Meeting Dale: 9/5/02 SUBJECT/RECOMMENDA TION: Approve changes to the City of Clearwater Firefighters' Supplemental Trust Fund relating to the Economic Growth and Tax Relief Reconciliation Act of 2001 and pass Ordinance 7035-02 on first reading. D and that the appropriate officials be authorized to execute same, SUMMARY: The City of Clearwater Firefighters' Supplemental Trust Fund must be amended to comply with the Economic Growth and Tax Relief Reconciliation Act of 2001, Amendments to the plan that are necessary due to changes in state or federal law do not need to be passed by referendum. The following changes to the Trust Fund are recommended by the Pension Plan Attorney: 1. Amend Section 2.441, Definitions, as follows: . , Increase the OBRA '93 annual compensation limit from $150,000.00 to $200,000.00; . Increase the maximum amount of section 415 compensation for a highly compensated employee from $75,000.00 to $80,000.00 2. Amend Section 2.447, Allocations of Contributions, as foHows: . Increase the maximum permissible amount of annual additions from $30,000.00 to $40,000.00 3. Amend Section 2.451, Direct Transfer of Eligible Rollover Distributions, as follows: CI Change the rollover provisions for distributions made after January 1, 2002, to allow employees to roll over any portion of their pensIon contributions that is includible in their gross Income provided the rollover is made to an Individual retirement account or a retirement annuity described in Internal Revenue Code Section 408(b) or to a qualified defined contribution plan described In Internal Revenue Code Sections 401 (a) or 403(a) that agrees to separately account for the amounts that are Includible (post-tax amount) and the amounts that are not includible (pre-tax amount). o Include as an Meliglble retirement plan" any eligible deferred compensation plan described In Internal Revenue Code Section 457(b) that agrees to separately account for the amounts transferred from the Pension Plan and an annuity contract described in Internal Revenue Code Section 403(b), This provision will also apply to rollover distributions to the surviving spouse. The Trustees of the City of Clearwater Firefighters' Supplemental Pension Fund will consider this item at their next regularly scheduled meeting of November 26, 2002. Reviewed bY1!- Originating Copt: t:?3 Costs Legal Info Tech NA Fire Total Budget, NA Public NA User Copt. c:er:;;;c.. Funding Sourco: Works Purchasing NA OCM! ~ CopllallmpfD'IOn1enl Current Fiscal Year ACM Risk Mgmt NA Other NA Attachmonts O,...,Ollno Ordinance 7035-02 Olhef E.. Appropriation Code: o Nono Rev. .'/i,.'" ."" ORDINANCE NO. 7035-02 AN ORDINANCE OF THE CITY OF CLEAR\V A TER, FLORIDA, RELATING TO THE CITY OF CLEAR'" A TER FIREFIGHTERS' SUPPLEMENTAL TRUST FUND, AMENDING CHAPTER 2, ADI\UNISTRATION, DIVISION 4, FIREFIGHTERS PENSION PLANS, SUBDIVISION III, SUPPLEMENTARY PENSION AND RETIREMENT PLAN; AMENDING SECTION 2.441, DEFINITIONS, TO AMEND THE DEFINITIONS OF "COiVIPENSATION" AND "HIGHLY COl\1PENSATED EMPLOYEE"; AIVIENDING SECTION 2.447, ALLOCATIONS OF CONTRIBUTIONS; AMENDING SECTION 2.451, DIRECT TRANSFER OF ELIGIBLE ROLLOVER DISTRIBUTIONS; PROVIDING FOR SEVERABILITY; REPEALING ALL ORDINANCES IN CONFLICT AND PROVIDING AN EFFECTIVE DATE. BE IT ORDAINED BY THE CITY COIHMISSION OF THE CITY OF CLEARWATER, FLORIDA: SECTION 1: That Chapter 2, Administration, Division 4, Firefighters Pension Plans, Subdivision III, Supplementary Pension and Retirement Plan, is hereby amended by amending Sections 2.441, Definitions, to amend the definitions of Compensation and Highly compensated employee, to read as follows: Compensation shall mean the regular salaries and wages, bonuses and overtime pay paid by the employer during the plan year reportable as W-2 wages for federal income tax withholding purposes, employee contributions designated as employer contributions under section 414(h) of the code, and elective contributions made during the plan year on behalf of a participant to a plan described in section 125 or 457 of the Code, but shall not include any other type of cash' or non-cash remuneration, including, but not limited to disability payments, amounts paid by the employer to a plan described in section 125 or 457 of the Code, credits or benefits under this plan, any amount contributed to any pension, employee welfare, life insurance or health insurance plan or arrangement, or any other fringe benefits, welfare benefits or deferred compensation. (1) No compensation in excess of the $150,OOM& $200.000,00 limit under section 40 l(a)(17) of the Code (adjusted under sllch regulations as may be issued by the Secretary of the Treasury) shall be taken into account for any employee. If a plan year consists of fewer than 12 months, the compensation limit will be multiplied by a fraction, the numerator of which is the number of months in the plan year, and the denominator of which is 12. (2) For purposes of determining whether compensation exceeds the limit under section 401(a)(17) of the Code, ifany employee is a family member ofa highly compensated employee who is one of the ten highly compensated employees paid the greatest amount of compensation during the plan year, then such family member shall not be considered as a separate employee and any compensation paid to such family member shall be treated as if it were paid to or on behalf of the related highly compensated employee. ' Highly compensated employee shall menn: (I )(a) Any employee during the plan year or the immediately preceding plan year whose section 415 compensation was more than ST5-;e~e $80,000.00 (adjusted under such regulations as may be issued by the secretary of the treasury); or ' 1 Ordinance No. 7035-02 \Vhosc .Sc:ctiOll 415 cOI19)ensi.1tiolI W;1S mOl e tll;111 S5e;eetT.O&(mijusted-nnder-sttCh regulations as may be 15SU~d by the Secret;1ry of the tl eJsury), nnd ~ho was a member of the tltop paid group.'; provided, that as used herein, "top paid group" shall mean all employees who are in the top 20 percent of the employer's work force on the basis of section 415 compensation paid during the year; provided, further, that for purposes of dctem1ining the number 0 f employees in the top paid group, employees described in section 414(q)(8) of the Code shall be excluded. (2) In determining who is a highly compensated employee, employees who are nonresident aliens and who receive no earned income (within the meaning of section 911(d)(2) of the Code) from the employer constituting United States source income (within the meaning of section 861 (a)(3) of the Code) shall not be treated as employees. (b) (3) For purposes of this paragraph, the determination of section 415 compensation shall be based only on section 415 compensation that is actually paid and shall be made by including elective or salaI)' reduction contributions to a plan described in section 125 of the code, a plan described in section 40 I (k) of the Code or a plan described in section 403(b) of the Code. (4) The term I1highly compensated employee" shall also mean any former employee who separated from service (or was deemed to have separated from service) prior to the plan year, performs no service for the employer during the plan year, and was an actively employed highly compensated employee in the separation year or any plan year ending on or after the date the employee attained age 55. (5) For purposes of detemlining whether an employee is a highly compensated employee, if any employee is a family member of a highly compensated employee who is one of the ten highly compensated employees paid the greater amount of compensation during the , plan year, then such family member shall not be considered as a separate employee and any compensation paid to such family member (and any applicable benefit or contribution on behalf of such family member) shall be treated as if it were paid to or on behalf of the related highly compensated employee. SECTION 2: That Chapter 2, Admi:1istration, Division 4, Firefighters Pension Plans, Subdivision III, Supplementary Pension and Retirement Plan, is hereby amended by amending Sections 2.447 J Allocations of contributions, subsection 6, Maximum additions, and subsection 7, Participation in both defined contribution and defined benefit plans, to read as follows: (6) Maximum additions. Notwithstanding any other provision of this section 2.447, the Itannual additions" to a participant's account for any limitation year shall not exceed the maximum permissible amount, which shall be the lesser of: (i) $30,000.00 $40.000.00, or, if greater, one-fourth of the defined benefit dollar limitation set forth in section 415(b)( 1) of the Code as in effect for the limitation year; or (ii) 25 percent of the participant.s compensation for the limitation year. ' If there is a short limitation year because of a chan~e in limitation year, the trustee will multiply the $30,000.00 $40tOOO.OO limitation (or larger limitation) by the following fraction: Number of months in the short yearl12 The tenn "annual additions'. means the amount allocated to a participant's account during the limitatio~ year that is comprised of: (n) The allocable share of the employer contribution for the limitation year; (b) The allocable share of forfcihlrcs for the limitation year; , 2 Ordinance No. 7035-02 I"" (c) All employee contributions made during the limitation yenr. Ifthe annual additions exceed the limitation described above, the annllal additions to the participant's account shall be reduced by a corrective adjustment made in the following order of precedence: (a) , By allocating and reallocating under subsections (b) and section 2.449, employer contributions and forfeitures for the plan year to the employer contribuhon accounts of those participants to whom the limitations of this section do not apply for the limitation year but only to the extent that such allocations or reallocations do not cause the annual additions to any participant's accollnts to exceed the limitations of this section. ' To the extent there remains an amount that cannot be allocated under subparagraph (1) above, such remaining amount shall be held in a Itsuspense account" as a forfeiture and shall be held therein until the next succeeding date or dates that forfeitures are allocated. Suspense accounts shall not share in trust income under subsection (3). In the event oftcnnination of the plan, the suspense account shall be allocated and reallocated to the employer contribution accounts of the participants under the formula provided in subsection (2), but shall revert to the employer in the event that it cannot be fully allocated to the employer contribution account of any participant without violating the provisions of this section. (b) , If, at any time, an amount is held in the suspense account, the employer shall not contribute any amount to the plan that would cause an allocation to the suspense account as of the last day of the limitation year. If the employer makes a contribution before,the last day of the limitation year, the employer shall not make any contribution that would exceed an amount that would cause an allocation to the suspense account if the date of the contribution were the last day of the limitation year. (7) Participation in both defined contribution and defined benefits plans. In any case in which an individual is a participant (or has been a participant) in both a defined benefit plan or plans and a defined contributIOn plan or benefits under the defined benefit plan ,shall be reduced to the extent necessary to prevent the sum of the defined benefit plan fraction and the defined contribution plan fraction, computed as of the clo,se of the limitation year from exceeding 1.0. . For purposes ofthis subsection (7), the defined benefit plan fraction is: The sum of the projected annual benefit of the participant under all defined benefit plans (whether or not tenninated) maintained by the employer. The lesser of (i) 125 percent of the dollar limitation in effect under code section 415(b)(l)(A) for the limitation year; or (ii) 140 percent of his average , compensation for his high three consecutive calendar years of service. Ifthe employee was a participant in one or more defined benefit plans maintained by the employer which were in existence on July I, 1982, the denominator of this fraction will not be less than 125 percent of the sum ofthe annual benefits under such plans which the eml?loyee had accrued as of the end of the 1982 limitation year (the last limitation year beginnmg before September 1, 1983), or, if later, June 30, 1983. The preceding sentence only applies if the defined benefit plans individually and in the aggregate satisfied the requirements of code section 415 as in effect at the end of the 1982 limitation year. For purposes of this paragraph, a master or prototype 'plan with an opinion letter issued before January 1, 1983 shall be treated as a plan in existence on July 1, 1982, 3 Ordinance No. 7035-02 , For purposes of this subsection (7)t fhe delined contribution plan fraction is: The sum of the annual additions (dctcnnincd as of the close of the limitation year) to the participanes account under all defincd contribution plans (whether or not terminated) maintained by the employer for the current and all prior limitation yeurs (including the annual additions attributable to the participant's employee contributIOns to this plan and all other defined contribution or defined benefit plans, whether or not terminatedt maintained by the employer.) The sum of the lesser ofthe following amounts determined for the limitation year and for each prior limitation year of service with the employer: (i) 125 percent of the dollar limitation in effect under section 415(c)(1)(A) of the code for the limitation year (determined without regard to special dollar limitations for employee stock ownership plans); or, (ii) 35 percent of the participant's compensation for the limItation year. If the employee was a participant in one or more defined contribution plans maintained by the employer which were in existence on July It 1982, the trustees will adjust the numerator ofthis fraction if the sum of this fraction and the defined benefit plan fraction otherwise would exceed 1.0 under the terms of this plan. Under the adjustment, the trustees will subtract permanently an amount equal to the product of: (1) the excess of the sum of the fractions over 1.0, times (2) the denominator of this fractiont from the numerator of this fraction~ The trustees shall calculate the adjustment using the fractions as they would be computed under this section as of the end of the 1982 limitation year (the last limitation year beginmng before September 1, 1983), or iflater, June 30t 1983. The trustees shall make the same adjustment as of the end of the 1983 limitation year (the last limitation year beginning before January 1 t 1984) if the sum of the fractions exceed 1.0 because of accruals or additions that were made before the limitations of this article became effective to any plans of the employer in existence on July 1, 1982. ,The trustees also may use any transitional rules provided by law which are applicable in computing the participant's defined contribution plan fraction. For purposes of this paragraph, a master or prototype plan with an opinion letter Issued before January 1, ] 983, which was adopted by the employer on or before June 30, ,1983, shall be treated as a plan in existence on July 1, 1982. . For purposes of this subsection (7) and subsection (6), the following terms shall have the meani,ngs shown below: , The term "compensation" shall mean a participur:It's wages, salaries, and fees for services and other amounts received for services actually rendered in the course of employment with the , employer maintaining the plan, but excluding the following: . (a) Employer contributions to a plan of deferred compensation which are not includable in the employee's gross income for the taxable year in which contributed, or employer contributions under a simplified employee pension plan to the extent such contributions are deductible by the employee, or any distributions from a plan of deferred compensation; Amounts lci~lized from the exercise of a non-qualified stock option, 01 when lcstricted .stock (01 plopcrty) held by the eh'plo~cc eithel become5 freely transfelable or is no,longel subject tu a substantialusk of fot fdtUl C, Amounts ledlized fiOql the salet exchange 01 ollier disposition of stock acquiled undel a qUillified stock optiOl1t and Other amounts which received special tax benefits, or contributions made by the employer (whether or not under a salary reduction agrecment) towards the purchase of an annuity described in section 403(b) of the Code (whether or not the amounts are actually excludable from the gross income of the employee). (b) (c) td1!h1 4 Ordinance No. 7035-02 I" " .' , For the purposes of applying the I imitations 0 f this division, compensation for a limitation year is the compensation actually paid or includable in gross income during such year unless otherwise specified in writing by the employer. , The term "defined benefit plan" shall mean a retirement plan that does not provide for individual accounts for employer contributions. The tmstccs shall treat all defined benefit plans (whether or not tenninated) maintained by the employer as a single plan and the trustees shall treat all defined contribution plans (whether or not terminated) maintained by the employer a single plan. The term "projected annual benefit" shall mean a participant's annual benefit (adjusted to an ul:tuarially equivalent straight life annuity if the plan expresses such benefit in a form other than a straight life annuity or qualified joint and survivor annuity) under the defined benefit plan provided by employer contributions based on the assumptions that: (i) the participant will continue employment until his nonnal retirement age as stated in the defined benefit plan, (or , current age, if later); (ii) the participant's compensation for the current limitation year will continue at the same rate as in effect for the limitation year under consideration until hIS normal retirement age; and, (iii) all other relevant factors used to detennine benefits under the defined benefit plan will remain constant as of the current limitation year for all future limitation years. The tenn "limitation year" shall be the same as the plan year. The tenn I1limitation year of service" shall mean a plan year during which a participant completes a complete plan year of service. If the plall ~ati~fk.d the applicable requhcll1ents of section 4t5-ofthe code as in effect fOt ~~~;;~~:i~f ~~d~~~~l~il~~=~ ~~Ufi~t~~l~ ~~Zt :X~~~il~~~~~hl~~~~~~~~)ca~~~:i~~d by the 5CC.lctiU) of the treasury so that the 5Uhl of the defined benefit plah fIactiOli and defiIied ~~\1n~~t'f~~~' n:~"~~~dl~O r~~~Lt~~it~:~, ~;;~O~J%~~~.t~tf~t~~ /, SECTION 3: That Chapter 2, Administration, Division 4, Firefighters Pension Plans, Subdivision III, Supplementary Pension and Retirement Plan. is hereby amended by amending Sections 2.451, Direct transfer of eligible rollover distributions, to read as follows: Sec. 2.451. Direct transfer of eligible rollover distributions. , (1) Rollover distributions. !n.l General. This section applies to distributions made on or after ,January 1, t993- 2.QQ2. Notwithstanding any provision of the system to the contrary that would othelWise limit a distributee's election under this section, a distributee may elect, at the time and in the manner prescribed by the board, to have any portion of an eligible rollover distribution paid directly to an eligible retirement plan specified by the, distributee in a direct rollover. f7;)(h1 'Definitions. taJ ill Eligible rollover distribution: An eligible rollover distribution is any distribution of all or any portion of the balance to the credit of the distributee, except that an eligible rollover distribution docs not include any distribution that is one of a series of substantially equal periodic payments (not less frequently than annually) made for the life (or life expectancy) of the distributee or the joint lives (or joint life expectancies) of the distributee and 5 Ordinnnce No. 7035-02 I', " tb} the distributeets dcsignuted bencficiary, or for a spccitied period often years or more; any distribution to the extent such distribution is required under section 40 I (a)(9) of the, Code; und the portion of any distribution that is not includable in gross income. Any portion of any distribution which would be includible in gross income will be an eligible rollover distribution if the distribution is made to an individual retirement account described in s~ 408(a). to an individual retirement annuity described in section 408(b) or to a qualified defined contribution plan described in section 401 (a) or 403(8) that agrees to separately account for amounts so transferred. including 5:~parately accounting for the portion of such distribution which is includible in gross income and the portion of such distribution which is not so includible. ill Eligible retirement plan: An eligible retirement plan is an individual retirement account described in section 408(a) of the Code, an individual retirement annuity described in section 408(b) of the Code, an annuity plan described in'section 403(a) of the code, an eligible deferred compensation plan described in section 457(b) of the code which is maintained by an eligible employer described in ~ection 457(e)(l )(A) of the code and which agrees to separately account for amounts transferred into such plan from thi& 'plan. an annuity contract described in section 403(b) of the code, or a qualified trust described in section 401(a) of the Code, that accepts the distributee's eligible rollover distribution. I Iowe vel, ill the case of an digiblc !oll.o~ CI distri.butioh to the SUI v i ~in$ spouse, ~n eligible I et!l ell1e~t plan ~s. an mdlvlduallctUGlucllt aCGOuht 01 I1ldlvldual IctllemclIt all1lttity ThIS defimtlon shall apply in the ca,se of an ell gible fO Hover distribution to the sutviving spouse. ill Distributee: A distributee includes an employee or former employee. In addition, the employee's or fonner employee's suryiving spouse is a distributee with regard to the interest of the spouse. ' (1) Direct rollover: A direct rollover is a payment by the plan to the eligible retirement plan spccified by the distributee, SECTION 4: All Ordinances or parts of Ordinances in conflict herewi~h be and the same are hereby repealed. (e) 'tdJ SECTION 5: If any section, subsection, sentence, clause, phrase of this ordinance) or the particular application thereofshall be held invalid by any court, administrative agency, or other body with appropriate jurisdiction, the remaining section, subsection, sentences, clauses, or phrases under application shall not be affected thereby. SECTION 6: That this Ordinance shall become effective upon its adoption. PASSED ON FIRST READING PASSED ON SECOND AND FINAL READING AND ADOPTED Brinn Aungst Mayor.Commissioncr 6 Ordinance No. 7035-02 ", >, It ,< I I ~ , " ....: . ; " :f' , ;::(~ f , , .' : \, " ,1 ~: !." " " 'd " " " ;) ':::" '\ ,- , t,(\ ~~~ , : ~. }; I fl. " ~ '~'. ....,.' . ~~~l ';: ~J ..: . I .(;. .'l '. ~\~.'; ",',; (i' ",;" if " , i.;:,i ' I,~(" ~t':. .<;'." 'j( llf." ,"0 .. '. ' ;..,. ; .. > f,.I.t,'. f~ft;:,:";',, ':'. :~',;..,;:;,,<" a., " , " ',' ;,,,, " :11, " +:~ ~ ~f:::.' \"' " ;'1~'; .' /' !;. i'L !~,l, . .'. ~, , ' ,,", "-. ~. . .:.1 . 4',;' ~':,.; t\/. ;t, ~1~" L~f~: ..' " ~;,,~', ' ,,' .;\"_..: t; :y~ ;1", I.... . >';- . :~~ : :1 ti: . ~:,...: ,1-:' ~ ;"~'.' I' .' " , " 0.'01>" ',\ " , Approved as to form: JlJ.t' "j1 ,.. c' c, , 1.. I, i~.Ir',' ';', ,- Pame a K. Akin qity Attom~y, " ' , , 'c I, ~,\ 'bm\clear\firc\07-1 S.02.ord ' ,.',f ." I I.' ", ", " , " J' I'" .r," , " , " " " .: '~, (, ,,' " ~. ' \', . .~i J :: j> :{~~l ' ~l/"" ;." 'J; ~f~L~:" . I ~''.: , ~~~;:" ~:~ . i :";(L ~. . ~ .' .~ I,,' ~lt."':......,...,",."..",~ ..,' .".~". .... ~f>1{.,:;./):">': "'.\:,', ',:',:.. 'r, .' ~ '" "c , " " t. ,I ,', I.'. I f "'. ',' ,~ \ ,,' i~, . " '" , , ',' " \ .: .. "+ ,. , ' " , ' " ". " " ,], ., ,,' Attest: , " . l ~j \, , I " Cynthia E. Goudeau City, Clerk ' ./"" ", ". ~I" , . I'. r; 7" , .'...., '(" I ........,j.... ;",'L-~i:~ ,"Jil, ,..~~ ... " ,. Ie 11 .~. ~ ..+.-, ~""< ....," . ~. . 'I I " " " , , I, " '" \; " , '( .; . '!". 1:,: " " . ". " " "c , " ': "j.. ~.. , :' ~ ;1 " ; , I" ,; ,! " " , , ' , , ' " Ordinance No. 7035-02 . .; . , " , 'I 'j i I i f ",.' 1" + ....I.......--.}..........,.... "I'~ ~.. ,t' . " I . - . j.;I. .' FOR COMMISSION MEETING, September 6, 2002 Agenda' /I "/) /,-/ , .r~~-J (jJJ@Ij APPOINTMENT WORKSHEET , ' BOARD: Clearwater Housing Authority TERM: 4 years ' APPOINTED BY: Mayor, Approved by City Comm. FINANCIAL DI,SCLOSURE: Required RESIDENCY REQUIREMENT: City of Clearwater SPECIAL QUALIFICATIONS: One member must be a Public Housing Resident (effective 10/1/84) MEMBERS: 5 CHAIRPERSON: Robert Aude MEETING DATES: Ath Friday, 8:30 a.m. PLACE: Robert H. Levison Community Center APPTS. NEEDED: 1 DATE APPTS. TO BE MADE: 9/5/02 THE FOLLOWING ADVISORY BOARD MEMBER(S) HAVE TERMS WHICH EXPIRE AND NOW REQUIR,E EITHER' REAPPOINTMENT FOR,' A NEW TERM OR REPLACEMENT BY A NEW APPOINTEE. Name Date of Original Appointment Attendance Interest in Record reappointment , , 1. Elizabeth Mannion , : 1998 , ' , 887 5., Gulfview Blvd., 33767 'NO THE, FOLLOWING NAMES ARE'BEING SUBMITTED FOR CONSIDERATION TO FILL THE ABOVE VACANCIES: " , Name/Address Comments/Related Experience, Etc. ,NONE' , : , Zipcodes current ~embers: 2 at 33756 1 at 33761 ' 1 at 33763 , " 1 at 33767 " . ,', ; ~:, . J { , 'I . , , ' .. - -.-..------------- ;, APPOINTMENT WORKSHEET FOR COMMISSION MEETING September 5, 2002 Agenda /I 1{; (]j~1 ; . > BOARD: Environmental Advisory Board TERM: 4 years , APPOINTED BY: City Commission RESIDENCY REQUIREMENT: City of Clearwater FINANCIAL DISCLOSURE: Not Required STAFF LIAISON: PWA/Environmental MEMBERS: 5 CHAIRPERSON: Sandra Jamieson MEETING DATES: 3rd Wed., 4 pm, PLACE: CommissIon Chambers APPTS. NEEDED: 1 SPECIAL QUALIFICATIONS: None ',' THE FOLLOWING ADVISORY BOARD MEMBER(S) HAVE TERMS WHICH EXPIRE AND NOW REQUIRE EITHER REAPPOINTMENT FOR A NEW TERM OR REPLACEMENT BY A NEW APPOINTEE. t.!> Name D'ate of Original Appointment 'Attendance Interest in Record reappointment " , 1 . Allan Stowell' 2873 Thornton Rd., 33?59 THE FOLLOWING NAMES ARE BEING SUBMITTED FOR CONSIDERATION TO FILL THE ABOVE VACANCIES: Name-Address Comments-Related Experience, Etc. 1994 End of 2nd term :"f, .. , , 1. Richard Avichouser 1621 Gulf Blvd., 33767 Realtor/Investor ~j' , ~ . .' 2. Norma Carlough , 1756 Ashton Abbey Rd., 33755 Retired Insurance Agent, 3. D. ~ichael,Flanery 1836 Venetian Point Dr, 33755 Professional Engineer Zipcodes of current members: 1 at 33755 1 at 33756 1 at 33759 1 at 33764 1 at 33765 ..... ~' C\111L cy, until I.tl.nlllll 1\\1\;111 ur IlI;/-U.IUIlU J '4:1 OJ'.hl U"'t'tJ 3-2A-Oll 9:37AM;CITY CLERK DEPT. VOJ I-IIJI' UI ::to l.JrMJ'JUU 1::t~Jrdl:ltl ,.,u i ('to r tlQ4! .,vue If If "T CITY OF CLEARWATER w APPlICA rlON FOR ADVISORY BOARDS (must be Clearwater resident) NalTlG: ~ \ c..l- ~a,Q Home Address: e AVIc...ho"~E~ Office Address: I Sit 7 1'1'1'1 .I\l S I PUN .sOW Telephone: ~ 0 '"' 'S'" jr' / eL. 11.)"l ~ u l.. t=- Ct..u:n-~ Zip 3~7c..) "rclephone:& S" '1 S..tc, 0 '-4., How long a fasldent of Clearwater'? ~ y ILS Occup"tion: '"'P..'bI\L """to ~ / IAJV~ :'7:'""'11... I FleJd of Edue.ation: "Alt. u ~_ F. Zio '3 \f .b 9 4'" 13 IJ tS , IV e.s.,5 Employer: S E L P- Other Work Experience: e!loo y 125 72.6ltL i?s T , . BUJt..DW c:.- I t\J..s II, '14-AJC- E' Ifr&t~d,fionneroocup8tlon= ---- community ActivftJas: ~ e~ v~o 7b"'t"~ (.. ~ ,,-DV^' ebJ.v ,q.PVI.5.0r'l'j t&CJ1~DS Other Interests: '"Rc!)"'I\-~ Board S&NIce (current and past); M~ fd"", AD " lS. 0 ~ 'f 'R 1) 1=1.s Co ~ L. f1.,.\!hJ C ~ w c:.cJ AA M.' 'lit" ~ 1- CJC.. q ~ P l.rt.AJ ,J ,..u ~ t} '-:SA) c..v' / Additional Comments: "'2-'"2... ""f Il..s ON ,.111 ~ lo~~ PIS ,It,- l!eVle:t-J~ q &.0C.4'- ICJ9,.o N'l~ A~.....rV c....., J .,. A c:. J.VUR. """,,,AI I? ON Board Preference: c. 0 ,.vi AA lI.u _ (Eo "" .B ) -(MC-f!!fl) a 1" .....f . ~€' lltS' (. d f'ft1 svT'" ~.D Oata: L./ - ,:- () J see attached list for boards1hat require Financial DI8ctOGUre at time gf appointment. Plellse roturn thls application & board questionnaire for each board Ilstad to= -1'''''' . '.' , ....' , CItY Clerkts Department. P. O. Box 4748, Clearwater, FL 33758-4748 or drop off at CItY H~I~t 2nd '", ~..') Floor. 112,8. Osceola Avenue' , ' ,';, ,J :\ I: U I : ( ;:ilU', "1 (" -" ~ t , t , ' , 1/. :::I\,.r Sent By: OATR CLRWTn AS6N OF REALTORS' . , 3-28-01; ,a;37~M;CITV CLERK DEPT. 727 533 0244; 05 Apr 01 9:15PM;Job 195;Pagc 5/5 i fL f ot'~ 'vuo ?T G' ... BOARD OU~STIONNAJRE ~Ie-~ + ,~'ij~6" awe 0 M.t.14!'..v D+"'l' '" AJ .!. - 10 (Q.013 ) c;. ...,. y ~ L.. "'~J IS 1. Whnt J~ you, UndCrGl,ndlng of 'the b08rd'lI dutifUl and rcaponslbllltles? C:.dIV\~., O~ II-tPt-cvf"T/r.!.\L"\' V~fl LtNJ) tJ~t:: I a € '2..qtoJ '1tJ ..s c:. ~ t1 eo 2. Have yOu ever obsGrved a board meating eith~r In person or on C.Vlow, the CItY', TV station? y~' 3. WhK background and/or qUAtifjolttiom: do you hay. thtrt you feel would qualify you to ,Ctve on this Boerd? "1a;'/fL1'c:I " 3. <:I r e~ll..5 , l-' C. is. <iJ5 is D S ell v E!t'l ' 0 IV i:) v AlG() W Ii,..p 19 ) ~ '?-? E;'Vc... >' ~oI/l. Of Y /!i-'l/l.j (?"1 f-b ~<:"fl AI '1'fUc 1f1". 't_~, I ry4J 1...0 c .... c... fJLt1> ^' /VI,f/..5 c...... / n <1::14 -:). 4. Why do YOII want to servu on thia Board? , , , ;, I \ i , ~ l , i M'f F/l!!1t-" " F- ,.v7"~ 11 t;J s-r ~ ,o.gs {'If ItA LL.G. L. ~ '-0 "+-I:.."'r I v ,'1 ll?' " 0 ~ (~9 B.). '-I ~e. 71, B 'P"e~~ o 1== 6 f 11. III ~ t?t ~ It::. ":::fA- /VI 'I Co M "'" "All 'r Y / / ....- i Name~1 c..b ~ fl.!) 1'1 Vfe ~~oard Name: "1_',,- , i, / .1 ..':-1. ..u..."' i'\P I~ I :.1, /Uln , , Clrl' '::u ,',; ;}I" ,( ~~ll[N r l,' Name: CITY OF CLEARWATER - APPLICATION FOR ADVISORY BOARDS , ! ;, ~"~"; (mu~t b~. Clearwater resident) -/\" L'" I ,'I') Il I' ( /.,) ;" ( l" ( 1(" '..-1-. . .:\..... ,.., ,~..... (;....~...:. :'~{ Zip .;;-) ~ S )s.= ) " .' I ~.//f Home Address:' I' l '7 <..:'~ I', 1-7"";:'1 '~~ A i /:.f'~:~;:, :\' I . .' b l /f........, I I ~} I\.' I ... ~ lc ' -1 ~ t, {. t.: tl:'r':""L\ I f} T F 1-:': Telephone: '7:2 .-} - l/"; :':,~.. ::) L~ ,::' (J ," ,I" /) !o-... I'~-' Office Address: Zip Other Work Experience:, ' ;-) T~t~'r ('/V/C)- Tf-~ff It,)! A)G' .\( V:~;I ,(</17'JO K. it:f.'f. I A/Aj~ -- l/: e. ~) f-r" Sf. !<.ti!"n,j;l\/V to t f FtrJ- k't;( 11..1J( -/DUc.Y /lICe:: t) ") . r' '/ (0 j... ' - \ A If retired, former occupation: /...f.J/V::. Iv '(ii) ( ,-,-A/,S. n -' f-, [Cr /,)1';: I:~[/.J I.t~~ 7 Community Activities: +J. i' J U\)U.... ') Other Interests: , kl__J..,_,(~ .Ll',\ . Board sei~ce (current and past): . fljJVIJl_~ How long a residen~ of Clearwater? Occupation: i..-I If" r / l. ; .i) Field of Education: ;,-/ ~ - ...TLdAC/U/tL" \;)/ Ie I"'-'L Cl. ~ /-l Telephone: tI) C " ,x I 1/2 ~ Employer: I (' (\, " Ii / ,-- ,/t\..k~l.l-,,-_~ l'x~'--- -rl\.o._, IL~.ILL(J.. U Board Preference: , f!d IB Additional Comments: Signed: Let. (, " .' Date: "7. ~ / . el(\ , See attached list for boards that require Financial Disclosure' at time of appointment. Please ret'urn this application & board questionnaire for each board listed to: City Clerk's Department. P. O. Box 4748. Clearwater, FL 33758~4748 or drop off at City Hall, 2nd Floor, 112 S. Osceola Avenue RECE~VED -g1r!V CtJ~RK OEP/WfnVi\:NLr I , , BOARD QUESTIONNAIRE .. 1. WhatJis your understanding of the board's duties and re:~onslbiliti8s?" \--/ C~, \V>.:.., , ~~; "n___\.. (, \. ':f- " \, k,~,_ ,J,J ---V.\\ . ......:,.-...,. , (\' 'I, , ,l ! I , '-!()"1 ed, \.., ' ! ,OJ (\ \.,-,' J \ \ I ' 2. Have you ever observed a board meeting either in person or on C-View, the City's TV station?' '~..........) 'l' I f., ,U - ~: ll) ~ ~,9.:, 4. ' Why do you want to serve on this Board? ~: ~ G .) \., ,(~_\:\i\l ~.(. .. (" .~\ \.( .lJ~\. Q .~\.~.. -' , , Board Name: L ('L" )" .. . ' 11 I, 'n ,/) , \,1 ',( 0/.. t:lt-,,( ,-II~ CK ( I "\ ' ). i.\. '/ (' ~ '\I/O~~(IJn/:bJir C rli)(,,' ( r I 'J) 0,'.: I '::., ,RECE.t D ./ I l I , \ ! ' C Name I ; I \.\ll ,\ " : ::, ,\ \ , UU l.' '..} CITY CLERI< DEPARTMI:Nl' .. _..................,.......... .~.... ,?,.~.....~....h...... ". .1, ,~. .._"., ,j,. ~F...4 ~_""~.......-+~... ........f. . ... CITY OF CLEARWATER - APPLICATION FOR ADVISORY BOARDS (must be Clearwater resident) Name: D,m.. L h d. c:. J' EJ q n e ry Home Address: '83 (p l)e VJ e t , ,p,\ :Po , ~ t Dr' C I-e. a rLU'il,Je. r- . t:: L Zip 337S S- f Telephone: 72..7 - ~I 'I 2 -3 S- 2. '-I How long a resident of Clearwater? d j- ~ q r..s Occupation: 'P1''1).fes..r, , n ::l ( E f) 9 (he e: r- Field of Education: .J;.l1!t.'i ..,~e V";""" ((l ~v \ I ~ t N V ,.....1) ~1 t7l hod i.l J) 1',,-blL\. ~a (+1, IS~ ~-e. r lJ B~;'" / Yh a ",>2 ,~ Y11CI. f- If retired~ former o,?cupation: Community Activities: "'0 a rd of{; ('ec,r" Wourl (0 nl n-. u n~71 fk.q) 1-1... 'c'( d~ulv .r Pc:! rrJwVt.f~~II.I A- ViJO{ Office Address: ~/l7 5 IE 13;'l '7 D v S u ~ -J e .3 0 a C JearLvi'lferr Fl Zip 337 Telephone: '727- s-.3 -:r - 727 7 )t"? O,S" , ' ;/= I' 'ft' . ~I S+.a c 6'" ' 'VI' ,.., .1 Employer: 'M~t')c..Jla~ (u4.Ht7 We-ct II-t; "!H Other Work Experience: _/Vel. : Gl ~"- .-1.,S 2 '" J :Pn~ ~ I j., ~ [pi;) k-S '1'1~ ~ e 1_1. _ 8-e E> c: ---.:e..s ' , U"H( ~ v 91/'0 lI...l slovlJ)1l 'k Ilk c.{ (fl h 4p 1Zt'J \) \.lfe..(, (e h /--r,- ,.i :B l7 a rc Other Interests: Board Service (current and past): t A c. 0 I- ~f Own .;:" ;( V s JJ'1Ii; r"', Bel C't v-tf , , (as "3>ep}- 0 I- *~)..) ~ Yi!..frP~p"Jft I-,,'ire) Board Preference:, .en \/;('0 h JIYIP ~ f Q I A-J I/O IV1 130ft rr/ Additional Comments: SJgli:~~( ~.r:I~7 Date: a~ 2/" 2-,,-0 I /' See attached list for boards that require Financial Disclosure at time of appointment. Please return this applica~ion ' & board questionnaire for each board listed to: City Clerk's Departmentf P. 0, Box 4748, Clearwater. FL 33758-4748 or drop off at City Hall. 2nd Floor, 112 S. Osceola Avenue " BOARD QUESTIONNAIRE 1. What Is 'your understanding of the board' 5 dutios and rosponsibilities? tp"'()I,/tcre (hS, J(),1- ~ Knol"vlr."{?C ..Jb (cJ"'1?1IJ.5'l'i~ ...J'D bQ/a~ll"- ~ op',h.lr'h;2-t CjppO"'71..Ik-,ije,~ '(u.r C/tanI",.ClllJt-' rc.(ya'trt "" 1 Pi' V r'y-I) 11 rn~h l ~ I Co h ('e~ rl1 ~) ~1J ..tAe. i rC'../4 fe, 1-" rc.! lei;' ~. rj ? CA Q It1- Y I) f- I ;"r f!' r b I{J ; "J' c.s.s r ~ (. yo -e a -\- IS',... .a h. el h -e ft I.J. /., . , , , 2, Have you ever observed a board me,eting either in person or on C-View, the City's TV station? 'lid I 3. What background and/or qualifications do you have that you feel would qualify you to serve on this Board? - I J '-ff''::'' a1: C h,i,( - 2.. . {'t" ~ ~..fq, 1" r(!-4 j)r~1- (Q,Shk. k.jt'l1ly), 'Ot-"'t1lC''''J Wttf"t""; ~"'7l1"tih.(:.S...~I.t.J)'W."";P1' Por:.l~' ~c r'('(!a f,bl1t71 UJa1-r.VS. V'vJJerl.,nJ~f1,j J-fOYGt)1? fzt"kj, flea }.I./'," J3efu./'eJ,.. B rowh-F /e.J d..s,.. d i j ~.J J.-~,/ w..s po hJ-e..,. P tl b ) l~L J..J. e e 1..J.4) {; ~1C(f Inl 0 / U'j > ,\ , 4, Why do you want to serve on this Board? , 1- ~(rl,-II~ mru'~ d preJrl7./Q.")-/~t., +a .)4 l?-~B (re.l~"'Df)/lJ Ik oi I.J-J, Y j)/? a cheJ an ,f ../-h.. Y',c. hi.," I-t ''Ia / c.,J.. 6-1 (Dt" .ht I (" '" f-M I (",HJ< u,"yJ .[' real/~~el .JAd! iTJ. a r~..j'~ If (jl nlll fR.lhc.r (..(n~?Uf LVur,t , I '/,-,' awilr ral??c- 0,1. s(J"~.I-(..f.,, aMI b l?' ~'/e. -h f r tJ v l"d -e v Q I it ~ bl.fL e y iJe l' I ~;1(' -t. a h rI J -;;J( f't) f , heqlf4 'iiSLJ~>) !/?l':iy ) ;.., /? 4... ,I- i '''h oS) '; " .{-. i' '. Nama: 'D. V11. l j., a, I 1= I" ,i o'f Board Name: f ~ <!i r. I1T1l'" I", I " ~ . - ----- ..--.- . . I' ,~~ I. .~. I.": I'. . " " '" :,. ", .. '>-, .. " ' , ,l,' ; . .' . . ,', . " .. ' ';' .:<t-, . ...., , ' y, '/ , ".'. " " .'{j . ", ;J " " , , " ,". I ", t < . I ... , ". " 'I :": i . +. I.:; l, , . " .. '~',. . : I 'To: From: .Re: D~te:, . , , , ~ ',. " (W ~CIJ-) ..,t.,..,~ ' -/1:20 u. ,.,.."~~"'... -I, O ,," ," ,~tL~, " ... >~, ~. BBrwater ... .\If, '"J" .,:.,;;J' - ..' ... ~ U Interoffice Correspondence Sheet COPIES TO' COMMISSION Mayor and Commissioni ~ J f Bill Horne, City Mana,ger ~:, , Vision Paper September 4th, 2002 SEP 0 ~ 2002 PRESS CLERK I ATTORNEY 'j Attached to, this memo is a revised vision paper. Changes you made on the 9/03 Worksession or issues that are being saved for ~ vote on the 9/05 Commission m'eeting are highlighted for your convenience. My sense is you are now ready to finalize this document. . j . . I . " ' (J :. I.. , , " ,. " I . ' , ,I :, . ;, , " , ' I ' : :\. , , , ' ' , , , , " " ,\ ~~~L~5~~ $~,,~,~ '~~,~A ':'~ ~~,"" c"~ .....', ',.. "~ ~""", ,,~. ~j,4TER5: , Mission To provide a ~afe, healthy, and vibrant community to the citizens of,Clearwater and a stimul~ting and nurturing environment for Clearwater's business community and tourists. ' " Vision ~~ t . ,,' Sparkling Cle,arwater is a u~liquely beautiful. economically vibrant communi~'that , ,,';;~:~~~' ,~', re-invests in itself ,and is a wonderful place to Iiv~, learn, work and play. . . ',' . '~.. ....", " , J ,. " , i " I " .This will be evidenced by: , ' Li ',,", .:',r ,:' . ' ., 'A safe', clean, green environment. . Diverse, high paying jobs . High quality education . A variety of cultural and recreational offerings . EffiCient, responsive City services e' s'i'e~;r:'ormo"''''lre1:Y,''air<aBTe:!ne(H6'o''''.'()'oCis ":'i~'otEr ....a..oOO~J&.._..."~..."i:!~..~~..".,....~,,......_.__..,~L<..~g h.. ,..."JJ.....u,........ (Y, ......,.,.) . Well-maintained housing stock in all markets , . A vibrant downtown that is mindful of its heritage . Well maintained infrastructure , .' Efficient transportation systems , 6) ,A quality beach' environment I . ~ ~ ... '11 . '. '. ',j, " :~~.';. ..~ :~l;~.'.~" . ..... -. . . 'rf. .'u . ~, ..' , ..; 1 ~ ~ (".. i , ! t'~ ,':. ~ i! . "..,' . , j , : ! ; , , , ' " .;\ Public Safety Assumption: Assuming no significant increase in city population, federal/state mandates, or unknown contingencies over the next 20 years; there will be no major increase in the number of public safety personnel or equipment costs other than for previous commitments. ' The City of Clearwater wishes to provide excellent public safety to its residents and visitors. It plans on accomplishing this goal by concentrating on four main areas: continual trainin'g for our police and firefighters; focusing existing police presence in communities; up-to-date and strategically located fire stations and equipment; and a well thought out action plan in case of natural disasters or terrorist threats. It is extremely important for both the citizens of Clearwater and the City Commission that the city upholds and maintains its current level of public safety. ' The most basic building block in providing a safe community is the continual training of all our employees. Our police and firefighters train extensively on a variety of subject matters including routine measures such as defensive tactics, handcuffing, and medical procedures along with more complex scenario's such as hostage rescues' and hazardous waste emergencies. The safety of our citizens and employees is our highest priority and continual training contributes to the success of Clearwater's number one objective, Within the sphere of public safety, a significant contributor to public safety is the , Clearwater Police Department (CPO). While they currently provide excellent service to the residents of Clearwater, over the next twenty years their role will change in r'esponse to emerging needs. The CPO will focus on deterring crime, increasing public perception of safety, and expanding public communication. Through these measures, the CPO will provide a safe atmosphere for both neighborhoods and individuals throughout Clearwater. Another vital component of public safety lies clearly within the Fire Department. The Fire Task Force created a vision that is still valid and important. The City of Clearwater inte'nds to support the Fire Department in its long-range goals that were 'created by the Fire Task Force. These goals consist of bulldlng fire stations in under- served areas of the city, increasing the quality of fire equipment and existing 2 infrastructure, and populating Fire and EMS Trucks with enough firefighters to ensure the safety of both the residents of Clearwater and the firefighters themselves. The final element of public safety, the provision of safety and security in response to natural disasters and terrorist threats, will involve all departments' cooperation and support. The Fire and Police Departments will play critical roles in implementing and coordinating emergency plans for the entire city, but it will take all departments working as a team to protect the citizens of Clearwater. From the Public Communications Department announcing evacuation directions, to increased Airpark and infrastructure security, the City of Clearwater will be prepared to respond to, and address citizens' fears of, lJatural disasters or possible terrorist attacks. Economic Development Assumption: Well-planned and responsible economic redevelopment of~qlj3)~~fcf~h(ifi.! ,''', i.~; ',',", Wif.[s, Downtown,..the,Beach, the commercial corridors and business parks are vita/.to .,,;, t. .~:' ::"" " the entire City of Clearwater. Clearwater is a built out community and therefore requires;, ',:"::, .", " , , a stable and strong tax'base. Since we ar6 expected to manage the millage rate, we!,' " "" : i~, ,t .' must carefully develop and redevelop the land we possess to ensure the greatest return of investment for the citizens in terms of jobs available, revenue for services, and conservation of green ,spaces. .4.~.; ~" " i Responsible economic redevelopment and development are essential to ensure the vitality of Clearwater. The city plans on rejuvenating our economy by focusing on four key priorities within Clearwater. By concentrating on co'~~,:r~:slq.~p~l~.I~r~~:~, Downtown. the Beaches, and the marketability of existing commercial corridors and business parks. we can revitalize our economy. Co're~reslaentlaJiare'as'wllPDe ;encouhi( 'ed 'toA "artier' atifii'f the; NEH" hborhooCl ,_.'__..."',,..,..,..._,".~.'.,.....,.,'...,.. "........... 9 ," J ..P.""...p..."..."'..'" ,....,.g"" ,.., '...,. aevelCf"."enf" ro"'tiiini:U;nle: He-tis!"" ':de" 'aitmenfwill ;cohtinutHti:s'eekf "raiits,~f(ff?tenewal ,......,.......PJ:r:I......,P......9...,.,.., .....,.,....,,,..,.g...,P,, ,...'", ...,..', ,," "H.......9..,.,.. ,..... ..'. ,..,.". a'il(fs'i1".n'on~Onne! 1i'busln'~;;stoE:1<1 ," ......,_ ...P!;!....... ..,... .' ,....",....9 ..n...' .... Downtown will be redeveloped and become increasingly more marketable through strategic public Investment in Infrastructure and programs, while maintaining and cultivating its unique historical past and buildings to ensure a vibrant downtown that remains mindful of its heritage. Infrastructure Investment will be led by the new 3 .' ,,' Bridge, Main Library, Town Lake, Amphitheater. Waterfront Bluff Park, and ~~d,itlon~1 P~'r.k'ii~i'Jis:jie~d~q! At. ~he' 'saif!$: tinie.the CltY:WiU.fqctJs~ oh l~~~ ,sr:naIFa's'pect!(ohrialdMg QqWr.if~wfF~~'~p'~(*I!. p'1~c,e~ Program improvements such as marketing, recruitment. business retention and incentive development will be led by organizations such as the Community Redevelopment Agency, Downtown Development Board, Main Street Program and the Chamber Central Council. Together these groups, the City, and property owners will invite quality investors to bring forward proposals and projects that will encourage both year-round residents and visitors to support new and existing businesses and projects that will increase the overall aesthetics and property values of Clearwater. Clearwater Beach provides the major attraction for the city's tourist industry, plus offers water-based recreation to our citizens, The future success of Clearwater Beach relies on the redevelopment of current resorts, the increase of entertainment options. and key public sector investments. The City and the County will provide redevelopment incentives, such as the Beach By Design Resort Unit Bonus Pool.' streetscape. and "wayfinding" programs that will provide attractive private and public facilities for our tfi.~lQ.~b!~j~.@ tourists to patronize; :Public sector improvements will include construction of the, Beachwalk project and the streetscape programs for the rest of the beach business district. In addition, parking programs will address both north and south beach public parking options as a catalyst for private sector investment and will increase available parking to the public. A key component of the Beach strategy will be to assess options to deal with the severe "peak period" access during spring break and summer. Clearwater will become known as a high quality beach environment and resort comm unity W~U~~~fJ.~,~','~a:m~'Jlri:1~~,\I?~~J~!~hf!Jl.;t~ j~~' t[ad.iti.q~~I. ,ch~ra:gter:,o,f open' publlo " .,. .. '. '..,., -" - '01'6-- -,--- , , ~~qe~,~jJ9.Jt.!~f,. .~~9.Dl The City's businesses that reside on key commercial corridors or in our limited , office and industrial parks,'will benefit from continued public investment that will create a quality "public realmll and provide an environment that is competitIve within our marketplace., Similarly, these businesses will redevelop and improve the overall environment in which they are located. G,h:i~r.Ni;lt~t)(t.iJJ!q~eJY,p,osltJ9ned,t() 'attract such .t?:~~.iri~~~j3.~',;~~$~~~.~'i.W;~ffic~;' ?tjj~!!iJ~~*~,(*~gy, :alJq :r~ta,lt dev~lopmerit~ ,we h~ye' an g!i~~~~!~g:;~9~~tiJYJ?fiHfe: ~~~( !ti~'Q\t$.lt!$'~.~;~~PP'61i)~rYl~El~; ~~ a large, metro. ar~a. The city will continue to invest in business attraction and retention programs with partners such as the Chambers of Commerce, Tampa Bay Partnership and Pinellas County. We 4 .,':"..~' t.' . ..:' .' . .'.;. . \ ,,".><' willjoiritly pursue incentives so that the Citis built-out environment is competitive within the greater Tampa Bay area. yve rl3cogiiii~lhat,the:iete:litlon'atid:support,forj)>(I$ting pM~!de'~'$,~~:, p,rqv!d~:s)?PP,9rt~niti~~1fcir!'rea~VE)r,9ptri,'erit .'~aijg :gfoWth',withln; o:ur' City~ In additloh'ii'We1wllJ':sll' '6'ft('aftri'ershr s,thaffincOlffa 'e:\No'rkfoh::erdevelci'rrienti The ,....,..n,.,'.....,(". ...PP"",P..,.." ,P,.,. ,"....., ...9,.,..",." ,,, "p" cOrT:Ibination of these efforts will bring and nurture quality businesses to our community that offer diverse high paying jobs. IrFaadition~'t(ftne;foU-r:""iiciiitles'listed' above:the:Cif "will 'raduell ',im" rove'the '''''...,..,...,.,.....'''....''''''....._p...''...,..,.. ,', '.' ".1..,.,.. Y "" g"",.."y ,p", , ",. economiC' a-ritHieslhetlc:attractrveness;of the';cif :ih' :I~inasca ill "me or,entrances;,to , ,... _,.. ,.,'.. ..,. ....I.,' ,........ ".. "e..'".. ,....."...'..,.,_.',.. .... ,....... ,Y. ,Y.,.. , ,.., "P.. g .. ~ .. .. ,,. ,.. CU~arwatef,'and~f.oaawa'..,c6ii'idois)t1Wou li'thE!':;cit "~:..:' OTE ..,'~)',_,~'..,.._"....,............., .. Y..,.., , ."" ,..... ,."g, ... ."Y.. ('J ..,) Infrastructure Maintenance Assumption: The City of Clearwater is determined to protect its past and future , investments in both equipment and facilities, while protecting its citizens' safety and health, through its dedication to on-going infrastructure maintenance. Infrastructure maintenance must be addressed if the City wishes to preserve its streets, sidewalks, roads, watelWays, and major facilities. Infrastructure maintenance is so basic to a well-run city that it Is sometimes overlooked. The City of Clearwater has decided to openly commit itself to providing well-maintained infrastructure for its citizens. We plan on accomplishing this goal by focusing on asset management, life cycle maintenance, and use of new technology. ' In order for Clearwater to fully manage and plan its future Infrastructure needs, the full extent of current infrastructure must be measured. Departments will apply asset management techniques to track and catalogue all existing infrastructure. Once this Is accomplished, a clearer picture of the city's future needs will emerge, However, while the research and data compilation Is taking placet the clty will support its previous commitments to maintenance. We will continue to move forward with projects such as sidewalk maintenance and increasing reclaImed water usage. The combination of building a valid picture of existing infrastructure and ensuring Its long- term health leads to the final strategy the city will undertake in the next twenty years to support infrastructure maintenance. As technology improves over the next twenty years, the city plans on researching and using cost-effective inf~astructure that will provide the best pOSSible servIces to the ~'""f;.',,,, _~'I'I' ...' I. \, ,;... \ ,. . s I, citizens of Clearwater.' An example of such a program would be devising a system that would store reclaimed water in the rainy season to be distributed during the dry season for Irrigation purposes. Only by combining asset management, continual improvement, and future technology can the city hope to provide the citizens of Clearwater with the infrastructure and efficient responsive services they deserve. Quality of Life Assumption: Quality of Life ,encompasse's almost all seNices that the City of Clearwater provides for its residents and visitors. It is foremost in our minds as we move , ' forward to make Clearwater an even greater place to live, work and play. , ," 'I'" I' ~. ' i . . . Quality ~f Life is a phrase that sums up all the reasons to live, play and stay in the City of Clearwater. Accessible beautiful beaches, a responsive city government, vibrant neighborhoods, and thefun and excitement of seeing a Phillies game in the spring are only a small part of the quality of Ufe in Clearwater. It is the intention, of the city ,to uphold our current standards of quality for our residents and vi~itors. but;also to improve upon 'all the reasons why people visit and live in Clearwater. The city plans to ,e:' adv'ance quality of life by increasing cultural and recreational diversity. supporting our neigh~orhoods. providing a safe environment. and offering efficient. high quality" customer service. . t, .' The population of Clearwater is as diverse as it is beautiful. in addition to celebrating this diversity. we must also recognize the differing activites are needed in order to entertain a wide variety of individuals. Therefore, the City of Clearwater is determined to support a wide variety of cultural and recreational offerings. W~;~ilj Qe.I,@P'[~,t~f.~L!(~Iv.-e~!~y;: and ;hist6n6~I, q.o)i!1e:Cttqn'$.,lo'~ou'r~'pasftfitougfj~~y~'flts:: :f~~tiv.al~ '~~ri~~p.Yplf.~:~~!QD~. Recreational facilities that meet all residents' needs will also be built. Examples of such projects are the new Main Library, North Greenwood Recreational Complex. and the evolution of Coachman Park into a regional venue for entertainment. In addition to recreation and culture, citizens need safe, comfortable, walkable , neighborhoods to truly have a high quality of life. Therefore, the City of Clearwater will uphold programs and projects that support our neighborhoods such as. Celebrate ClealWater Neighborhood Day. code enforcement. the tree bankl homebuyer assistance and homeowner rehabilitation. It Is our goal to have well-maintained housing stock in 6 . " . . I . _ ;", ~. .", .'1. F..... ~,. ... . .. t all markets throughout our neighborhoods. Our neighborhoods are one of our greatest assets and deserve our care and encouragement. " 'Just as Important as the vitality of our neighborhoods is our environment. In response to this need. the City will preserve and expand projects that protect and improve our beautiful city. Increasing open park land, supporting our nationally known brownfields program, beautifying existing roadways, parklands and infrastructure where possible, plus continuing forward on our initiatives to decrease flooding throughout the area are just a part of our plans to provide the citizens of Clearwater with a safe, clean, green environment. The final component of quality of life for our City is providing efficient, responsive City services. In oyr modem society. an integral role of government is providing high quality services to citizens. Over the next twenty years, the City of Clearwater plans on accomplishing this goal by improving traffic flow. implementing efficient transportation systems, making staff more accessible and friendly, and encouraging a high quality , , educational system to develop throughout our county. All of our services will be superior in nature and provided at the lowest cost possible to our citizens and visitors. When the city successfully integrates an increase in cultural and recreational diversity with continued neighborhood support, a safe environment, and efficient, high quality customer services, Clearwater will become an even greater place to live, work and play. , t " . ~ Human Resource Issues Assumption: Just as cities must manage and maximize their financial and physical capital,' they must also manage and maximize their largest investment and most important asset, their employees. Without competent, dedicated, and talented people our city cannot provide quality service to citizens or achieve its mission and vision. Our employees will make,Clearwaters vision a reality. The City of Clearwater's most valuable assets are the men and women who work dally to accomplish the goals of Clearwater's residents and elected officials. Realizing the worth of our employees, the City will nurture and cultivate our existing and future workforce and plan for current and future employment trends. 7 I':"." I, 1 The public and private sectors are experiencing the impact of several important changes: the emergence of a knowledge-based economy, dramatic advances in technology, and the Increased expectations of our stakeholders to create and deliver cost-effective and value-added products and services: Moreover, employees expect greater work/life flexibility and balance, personal and professional opportunities for learning and development, empowerment, and security. Additional pressures such as growing competition for talent, limited financial resources, and a significant loss of employees due t':l retirements, contribute to the importance of employing and retaining qualified staff for our city. rhe City of Clearwater's challenge is to optimize its work force and organizational capabilities by attracting, retaining, developing, managing, and rewarding a skilled, motivated, productive, and diverse workforce in an environment of limited financial resources and rapid culturalt demographic. economic, and technological change. It will' accompl!sh this goal by creating a healthy environment for its employees and, providing Jh,e cltizen~ of, Clearwater with a professional and motivated staff to carry out the city's " ,vision and provide the.efficlent, responsive City services that our citizens demand:. . '\ . . . , .... ...: ."'. : I . . .... ., I: Conclusion The City of Clearwater intends to provide a safe, healthy, and vibrant community for the citizens of Clearwater and a stimulating and nurturing environment for Clearwater's business community and tourists by integrating the five strategic priorities of the Commission and their vision for our City into our initiatives and projects. This document captures the essence of our plans to rejuvenate Clearwater over the next twenty years. While the City of Clearwater would like to provide every service and amenity that its citizens desire, we live In a world of finite resources. Due to the desire to continually Improve our services to our citizens, we will have to make tough choices about the programs and projects we wish to support and how they will be funded. We have an array of choices In front of us: reducing or elimInating services, raising the millage rate or user charges, pursuing grants or other outside fundIng sourcesl or Issuing debt to pay for needed capital projects (coupled with funding for the annual debt and operating 8 " , ,.-.j ), " ~ _.U' ", ; 'I' ';,:\ " i ~ L . , ,\ .' '.;' ~:.. . :1 :. -/., " ...: .;. \ . ri.," J,-' .,. .,' "". :.~.~... . . r>.,,' " }",'; \ , '. ,," 'f.'.'. : ," . y,,: :-:-', I:. ' " , :, I ;'/ . , '. " .,. , \ , , , ' 'C; ,'.. . " r, , , ' costS). These considerations and strategies YJiII have to be pondered as we move . forward fn our strateg,ic plannirlg and implementation of the City Commlssio'ns' five polley' , prioritie~ a~d vision statement. While choices .are stili ahead of uSI with unknown consequencest we look forWard with ~ptimism. By working togethert we will succeed and tog~ther we. will move forward Into a brightfuture. We ask you to joln,us as we make Clearwater a wonderful place to live, learn, work, and play. ," j . , ," ,l . . ~ . .' '" . ~ >,' , i ',. ,1 . i ," ~ "'. .:1, I ' . ~, . . .:, .~. . I ~ . '. ~ . " ~ .' . ~ , " '" :. I' :: .f I' ' ,,' , , I. -I ..' , '" ',' " " , " , ; , . , , " " , ' <' " I , , !,' : ' , .. l j I 'j ! I , I I PRELIMINARY AGENDA Clearwater City Commission Work Session - 9:00 a.m. ~ Tuesday, September 3, 2002 PUR PURCHASING 1.' Approval of Purchases (& Declaration of Surplus) per PurchasinQ Memorandum: 1), Contract to Tampa Bay EngIneering Groupt Clearwater, Florida for engineerIng services from 09/05/02 thru 08/26/03 for $200tOOO. (CGS) 2)' Postage for Utility Bills during contract period: 10/01/02 thru 09/30103 for $225,630. (eeS) , 3) Maintenance contract to Cayenta Canada Inc.. Burnaby, BC, Canada for Utility Management Systems Programs for contract period: 10/01/02 thru 09/30/03 for $80,000. (CCS) , ' 4) Contract to Florida Department of Management Services, Tallahassee. Florida for Suncom long distance servIce for contract period: 10/01/02 thru 09/30/03 for $161,350. (IT) 5) Contract to Nextel Communicationsl Norcross. Georgia for Cellular/Radio services during the contract period: 10101/02 thru 09/30/03 for $236t700. (IT) 6)' Contract to Sprintt Charlottet North Carolina 'for PBX maintenance and miscellaneous add/moves/changes or equipment purchases for PBX during the contract period: 10101/02 thru 09/30/03 for $60,300. (IT) 7) Contract to Verizon Florida Inc.t St. Petersburg, Florida for telephone services during the cont~act period: 10/01/02 thru 09/30/03 for $402t825. (IT) 8) Contract to Pinellas County Solid Waste, St. Petersburg, Florida for debris , removal site for the contract period: 09/05/02 thru 09/30/05 for $180,000. (PW) BU BUDGET 1. Public Hearing - Approve the recommended Penny for Pinellas project list, as revisedt for fiscal years 2002/03 through 2009/10. , 2. Public Hearing N Fiscal 2002~2003 Annual Budget a) First Reading Ord #7011-02 - declaring the millage rate to be levied for the Fiscal Year beginning 10/01/02 and ending 09/30/03 at 5.753 mills (levy of 5.753 constitutes a 11.41 % Increase over the rolled back rate of 5.1640 mills). b) First Reading Ord #7012-02 - adopting Operatlng Budget for Fiscal Year beginning 10101/02 and ending 09/30/03. c) First Reading Ord #7013-02 - adopting Capital Improvement Program Budget for Fiscal 'fear beginning 10/01/02 and ending 09/30/03. FD FIRE 1. Approve changes to the City of Clearwater Firefighters' Supplemental Trust Fund relatlng to the Economic Growth and Tax Relief Reconciliation of 2001 and pass Ord # 7035-02 on first reading. HR HUMAN RESOURCES 1. Approve changes to the City of Clearwater Employee's Pension Plan relating to the Economic Growth and Tax Relief Reconciliation of 2001 and pass Ord #7033-02 on first reading. 09/03/02 Worksesslon Agenda PD POLICE 1 Revision 1 .'. ' ' ".. , ' ..' ".' " I, I 1. Approve changes to the CIty of Clearwater Police Officers Supplementary Pension Plan relating to the Economic Growth and Tax Relief Reconciliation of 2001 and pass Ord # 7034.02 on first reading. FN FINANCE 1. Approve the purchase of property, casualty, liabllitYI workers' compensatlont emergency medical services (EMS)t fuel tank, and flood insurance coverage for Fiscal Year 200212003 in an amount not to exceed $1 t800,OOO. (Consent) CGS CLEARWATER GAS SYSTEM 1. Approve the additional funding of $20,642.50 to the State of Florida Department of Transportation (FOOT) for the relocation of existing natural gas facilities Impacted by the FOOT's S.R. 55/U.S. 19 (CSXRR to south of Enterprise Road) roadway Improvement project. (Consent) MR MARINE IAVIATION 1. Approve one additional FTE for the Marine Department consisting of .6 FTE for Pier 60 (General Fund) and .4 FTE for the Marine (Marine & Airpark Fund). (Consent) PR PARKS AND RECREATION 1. Approve Agreement between the School Board of Pinellas County and the City of Cle,arwater for the development of a Joint~Use Driveway for Eisenhower Elementary School and the Eddie C. Moore Fields 8 & 9. (Consent) I' PW PUBLIC WORKS 1. Approve the additional transfer of $215,285.74 to the State of Florida Department of Transportation (FDOT) for the relocation of existing potable water and sanitary sewer facilities impacted by the FOOT's S.R. 55/U.S. 19 (CSXRR to south of Enterprise Road) roadway improvement project. (Consent) 2. Approve a Work Order in the amount of $29.602 to TBE Group, Inc. to conduct a contamination assessment at the Police Sub-station located at 1310 N. Martin Luther King. Jr. Boulevard, as directed by the State of FlorIda Department of Environmental Protection. (Consent) , 3. Approve the final plat for ItMediterranean Village in the Parkt' located within the four~ block area bounded by Cleveland Street, Martin Luther King Avenue, Pierce Street and Myrtle Avenue in downtown Clearwater. (Consent) 4., Ratify and confirm the approval of Change Order #1 to Contract No. 00~0064a-PR for the Clearwater East-West Recreation Trail Bridge Installation Project to Harvey-Taddeo. , Inc. of Oldsmar, Florida In the amount of $7t315.25. (Consent) , 5. Ratify and confirm the additional transfer of $172,548.77 to the State of Florida' Department of Transportation (FOOT) for the relocation of existing potable water and sanitary 'sewer facilities impacted by the FOOTs S.R. 55/U.S. 19 at Drew Street Intersection Improvement project. (Consent) CLK CITY CLERK 09/03/02 Worksesslon Agenda 2 Revision 1 .....," --." .,..., . ,',' ......-.. 1. Approve Agreement with Pennington. Moore, Wilkinson. Bell & Dunbart P.A. to provide lobbyist services at the state level from 10/1/2002 to 9/30/2007 at a cost of $481000 per year, plus expenses not to exceed $4t800 per year. (Consent) , ' 2. Marine Advisory Board -1 Appointment 3. Clearwater Housing Authority - 1 Appointment ' 4. Environmental Advisory Board - 1, Appointment CA LEGAL DEPARTMENT 1. Second R~adlng Ordinance Ord #7006.'02 ~ Rezoning of property at 1214 Franklin Circle (Lot. 5. Block J, Hibiscus Garden in Section 15t Township 29 Southt Range 15 East) (Alplna Investment, Inc.) REZ 2002-05002 Other City Attorney Items City Manager Verbal Reports Commission Discussion Items 1. Visioning Statement with Strategic Priorities 2. . Spokesperson Rule 3. Tree Tour of old Clearwater Mall Site. Presentationes} for Thursday Night 1. Appreciation award to Norma Reinhardt, Vice Chair of the Juvenile Welfare Board. 2. 'Appreciation award to Infinity Broadcasting. ' 3. Presentation by Clearwater Library Foundation for the new North Greenwood Branch' Library. ' 4. Presentation by Clearwater Library Foundation for the new Main Library. 5. Legislative wrap~up reports for 2002 session from Representative Gus Bl1irakls and Representative Kim Berfleld. ' Other Commission Action Adjourn ,'. . ~ : ' . 09/03/02 Worksesslon Agenda ,3 Revision 1- , , , i I c.!..-~ 4/~ I STATE LOBBYING SERVICES AGREEMENT THIS AGREEMENT is made on the _ day of September, 2002, by and between the CITY OF CLEARWATER, FLORIDA, P.O. Box 4748, Clearwater, Florida 33758, (the "City") and the law firm of PENNINGTON, MOORE. WILKINSON, BELL & DUNBAR, P.A., P. O. Box 10095, Tallahassee, Florida 32302 ("Consultantll). WIT N E SSE T H: , ,WHEREAS, City issued a Request for Qualifications from Consultant to provide State Lobbying Services, attached as Exhibit A; and WHEREAS, Consultant agrees to provide State Lobbying Services to the City as described in Consultant's Qualifications Submittal proposal, attached as Exhibit 8; NOW, ,THEREFORE, in consideration of the promises and mutual covenants herein contained, the parties hereto do hereby agree as follows: SECTION 1. AUTHORIZATION TO PROCEED AS CONSULTANT. Consultant is hereby authorized under the terms and conditions of this Agreement to provide State Lobbying Services to City as described in Exhibits A and B. SECTION 2. SCOPE OF SERVICES. Consultant shall keep City informed and active in the state legislative process by working with City staff to advocate the Citis position regarding issues before the state legislature and various state agencies. Consultant agrees to organize a lobbying team led by Peter M. Dunbar, Martha Edenfield, and Marc Dunbar which shall include all the resources of the individual lobbyists of the consultanes firm' to assist and represent the City on issues which shall Include, but are not limited to the following: A. Strategic governmental relations program development and planning; B. Lobbying and advocacy before administrative agencies; C. Proactive issue identification and management; D. Timely assessment of information which may affect the City; E. Legislative monitoring and lobbying; F. Regulatory agency representation; G. Assessment of budgetary and regulatory issues; H. Regular updates on City~related Issues; s:\lnawcomalJobby.agr .;<,., p....... h' I. Administrative Branch representation; and J. Issue Analysis SECTION 3. LOBBYING TEAM. It is understood and agreed between the City and Consultant that the lobbying team shall consist of three members and that responsibility for organization and leadership of the lobbying team will fall upon Peter M. Dunbar, Martha Edenfieldl and Marc Dunbar, but the consultant team will include all of the resources of the Consultant's individual lobbyists. The City reserves the right in its absolute discretion to cancel this Agreement if either Peter M. Dunbar, Martha Edenfield, or Marc Dunbar is not responsible for the organization and leadership of the lobbying team. SECTION 4. TERM. The term of this Agreement shall be from October 1 t 2002 through September 30,2007. SECTION 6. PROFESSIONAL FEES FOR SERVICES. The City and Consultant agree to an annual flat fee for state lobbying services of Forty Eight Thousand Dollars ($48,000). Consultant shall bill City Four Thousand Dollars ($4tOOO) per month. Special projects before executive agencies that are not included in the Scope of Services will be agreed to in advance and billed separately at an hourly rate not to exceed $250.00 per hour as approved by the City Manager. Expenses shall not exceed 10% of the contract amount per year. SECTION 6. COMPENSABLE EXPENSES. Reimbursement of expenses shall be made by the City to the firm for reasonable out~of~pocket expenses as determined by the City Manager without markup, for long distance calls and facsimiles, copying or reproducing documents, postage, court costs, parking costs and travel incurred by Consultant in performance of the duties hereunder. Travel and per diem costs as well as automobile travel expenses shall not exceed that which is available to City of Clearwater employees. Expenses shall not exceed $4,800.00 per year. SECTION 7. INDEMNIFICATION AND INSURANCE. Consultant agrees to protect, defend, indemnify and hold the City and its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or due to any negligent act or omission of Consultant or its employees in connection with or arising directly or indirectly out of this Agreement andlor the performance hereof. Without limiting its liability under this Agreement, Consultant shall procure and maintain during the life of this Agreement professional liability Insurance in a minimum amount of one million dollars ($1,000,000.00). This provision shall sUlvive the termination of this Agreement. SECTION 8. CONFLICT OF INTEREST. It is understood by the City and Consultant that Consultant is not aware of any clients of the firm that currently present any direct conflict between the interests of the City and other clients of Consultant. If any potential conflict of interest arises during the time Consultant is representing the CitYI Consultant will promptly inform the City. In that event, Consultant and City shall agree 2 I', .1. '" upon a lobbyist to represent the City on any issue in conflict and agree upon the appropriate fee for said services, which shall be deducted from Consultant fee. With , regard to those clients which the Firm beaan representing after the City of Cleatwaterls initial representation, all conflicts would be resolved in favor of the City of Cleatwater. SECTION 9. CONSTRUCTION AND AMENDMENTS. This Agreement shall be governed by and construed in accordance with the laws of the State of Florida. This Agreement may be amended only by a writing duiy entered into by the City and Consultant SECTION 10. COMPLIANCE WITH RECYCLED PAPER ORDINANCE. Consultant agrees to comply with the City's Recycled and Recyclable Products Ordinance Sec. 2.601 which states the following: A.. All reports submitted to the City shall use recycled paper when it is available at a reasonable price 'and of satisfactory quality to meet contractual performance standards. For the purposes of this paragraph, the price of recycled paper shall be considered "reasonable" if its cost is no more than ten percent higher than the lowest price offered for non~recycled paper. B. All reports submitted to the City shall use both sides of paper sheets whenever practical. C. Consultant shall be responsible for maintaining records documenting usage of , recycled paper for reports submitted to the City in fulflilment of contractual obligations. Consultant shall submit such records to the City according to procedures to be established by the Purchasing Manager. SECTION 11. CANCELLATION OF AGREEMENT. Either party may cancel this Agreement for any reason upon thirty (30) days advance written notice to the other party. In the event of cancellation, Consultant shall immediately cease work hereunder and shall be reimbursed for eligible and documented reimbursable expenses incurred prior to the date of cancellation. 3 .J...l t~l.;J 'J'o' .". ~'" ... . ~ , . ~ c' . . . , , , " , ;. I" . t.' I :, . ~ . . ,: , i' , SECTION 12. ATTORNEYS FEES. In the event that either party seeks to enforce this Agreement th~ough attorneys' at law, then the parties agree that each party shall bear Its own costs and that jurisdiction for such an action shall be in a court of competent jurisdiction In Pinellas County, Florida. IN WITNESS WHEREOF, the City and Consultant have executed this Agreement as of the ,date first written above. ' Countersigned: ,CITY, OF CLEARWATER, FLORIDA, By: " Brian J. Au~gst, Mayor-Commissioner William B. Horne, II, City Manager . ~ved as to form: .. . '. ~/ ~fL' , Pamela' K. Akin, City Attorney " I\, _..,~. .~.,.......I '.,' < .,1.." .ITll"'-.- , Attest: ' Cynthia e.. Goudeau, City' Clerk. PENNINGTON, CULPEPPER, MOORE, WILKINSON, DUNBAR & DUNLAP, P.A. By:' 4 t' '. , ~ . " , ,; ~ . , ' ' i " ' t.. c , , , " '. 'r < ~\ " . , " , , . " , ~. . . . , , " '. " :1 " ' . , , . c, . , , , .' , , , .' c " , ! , .. Exhibit A ' ' State Lobbying' Contr . (Jil{.i' J . CITY OF CLEARWATER " " I ' '. REQUEST FOR PROPOSAL - 35-02 ' ' FOR' , , , ' , . ',STATE LOBBYING SERVICES , ' . .,' .'. , TO BE O~ENED AT 4:,00 P.M.' "'AUGUST 1, 2002 ' . . I . , > . . I. .' ' , , ' ,AT' , PURCHASING OFFICE . ,', MUNICIPAl,SERVICES BUILDING , . too SOUTH MYRTLE AVENUE, . "CLEARWATER, FLORIDA 33756', " , . , ' > ," ~ : , ~. . .,' , , . . ' , , ,: i'. , I', ,', , ' I'." '. . ~ I ~ " I . :1' . f,,' ,:'., , , , . ,. . t'. . . . I. , ' ... . ;. '. " ' ,\ , ' ,> . l I '. . . > ," , ' . " 2 07/03/02 ,> - .' I I RFP for State Lobbying Services for the City of Clearwater I. General Purpose and Introduction " The City of Clearwater (City) seeks an experienced, well-qualified person, firm, or entity (Respondent) to help represent the City before the Legislature, executive branch ' and agencies of the state government. It is the City1s intention to soHcit responses from potentially qualified respondents; to evaluate their responses; to require presentations by finalists (if deemed necessary); to negotiate terms; including price; and to award a contract for services upon successful negotiation of a reasonable contract. The City of Clearwater has'a Council-Manager form of government with a five-member City Commission whose members are elected at large. The terms of office are staggered. The City Manager is appointed by the City Commission to implement and manage Commission policy. II. Sco'pe of Services The scope of services to be performed by a qualified Respondent include but are not limited to the following: A. The qualified Respondent shall be able to maintain a presence on behalf of the City of Clearwater in the Tallahassee, Florida area. The qualified Respondent is required to have an office located in the Tallahassee area. B. The qualified Respondent shall be able to provide timely information, assessments and reports on state legislation, budgetary, and regulatory issues affecting the City of Clearwater. The information provided shall include regular updates on city-:related issues with emphasis on those Issues specifically affecting Clearwater. C. The qualified Respondent shail be able to effectively communicate City Commission policy positions to the Legislature, the Administration, and state agencies. This will include scheduling meetings for the Mayor, 'members of the City Commission, City Manager or City legislative staff with members of the State House and Senate, the Administration, and with state agency representatives to discuss the City's concerns. The Respondent will provide advice and counsel on the timing, necessity and subject matter, including the key points needing to be discussed at any of these meetings. Additionally. the Respondent will advise the City on the necessity to write letters of support or opposition on pending legislation or state policy Issues. D. The qualified Respondent shall be able to provide timely information and advice on state funding opportunities to support City programs and services and facilitate state consideration of City applications. The City throughout the year submits grant applications to seek funding for programs that compliment the goals and objectives of the City Commission. The Respondent should be prepared to support these 3 07/03102 efforts by advising the City of available opportunities. The Respondent will be asked to spearhead efforts to seek demonstration grant opportunities made available by state agencies that have applicability to City of Clearwater priorities. The qualified Respondent shall be able to work in conjunction with the Florida League of Cilles in support or opposition of budget appropriations, legislation and agency rules or regulations affecting cities. The qualified Respondent shall be able to review and provide advice on development of the City of Clearwater's State Legislative Program. The qualified Respondent shall be able to travel to Clearwater as directed. Occasionally, the Respondent may be asked to travel to ClealWater to report on its activities In representing the City. Travel to Clearwater and on behalf of Clearwater will be reimbursable. (see Item V.E., below) The qualified Respondent shall provide written status reports on the State Legislative Agenda. III. Calendar of Events E. F. G. H. A. B. C. D. E. F. G. .' 07/03/02 ' 08/01/02 08/06/02 08/12/02 08/13/02 09/05/02 10/01/02 Request for Proposai (RFP) Release date RFP Opening no later than 4:00 p.m. at 100 S. Myrtle Ave., Clearwater, FL 33756 Evaluating Committee Review Candidate presentations/interviews with Evaluating Committee (if deemed necessary) Evaluating Committee recommendation of finalists City Commission reviews Evaluating Committee recommendation for approval (Agenda item) Commencement of Services The above schedule may be changed solely at the City's discretion. IV. Minimum Qualifications A. Respondent must demonstrate experience and expertise in the state legislative process or be able to demonstrate equivalent experience. B. Respondent must demonstrate the ability to represent local government clients to the Legislature or be able to demonstrate equivalent experience. C. Respondent must demonstrate ongoing relationships with members of the Flonda Legislature by IncludIng In their list of references members and a contact pe'rson in each of the offices who can discuss the Respondenes ' work. D. Respondent must demonstrate ongoing relationships with key members and Legislative Committee staff, Executive branch agency staff, and describe now these relationships may be of assistance to the City. E. Respondent must demonstrate familiarity with State agencies and a ' record of a successful working relationship with these agencies. .'l ' 4 07103102 v. Response Format and Content A. Respondent should submit documentatIon to substantiate compliance with Minimum Qualifications as stated in this document. , B. Respondent's history and background including: 1) list and description of outcomes of public sector projects and initiatives worked on in the past five years, including key contacts for each of these projects; 2) experience with local government(s) in the last five years; 3) a list of clients for whom similar services were provided; 4) details of how project success was measured, 5) list of team members who will be providing lobbying services for Clearwater and their experience with local government; and 6) a list of 2001/02 clients. C. A Work Plan indicating: 1) Respondent's approach to provide the required scope of services; 2) names of individual(s) responsible to provide the services and resumes describing qualifications, credentials, relevant experience, and how long individual(s) have been on the team; and 3) Respondent's membership and participation In professional associations. D. Respondent shall provide a Financial Statement Cost Summary ~ E. Respondent shall supply total cost to perform services with a breakdown providing hourly rate and, total cost. Travel and out-at-pocket expenses shall be listed separately and Included In total cost. Respondent shall provide payment terms and a schedule of payments. VI. Proposal Submission Proposals shall be delivered to the City Purchasing Manager, City of Clearwater, 100 South Myrtle Avenue, Clearwater, FL 33756, prior to the opening time of 4:00 p.m. . on Thursday, August 1,2002. Delivery of proposals to the City of Clearwater's Purchasing Office prior to the specified date and time is solely and strictly the' responsibility of the Respondents. The City shall not, under any circumstances, be responsible for delays caused by the United States Postal Service or any private delivery service, or for delays caused by any other occurrence. All responses must be manually and duly signed by an authorized corporate officer, principal, or partner with the authority to bind said Respondent. All responses must be marked on the outside: "Request to Provide Lobbying Services at the State Level To the City of Clearwater: To be opened at 4:00 p.m. E.D.T., August 1,2002" The Respondent is solely responsible for reading and completely understanding the requirements of his RFP. ,The opening time shall be and must be scrupulously , observed. Under no circumstances will qualification delivered after the specified delivery time be considered. Late submissions shall be returned unopened to the Respondent with the notation, liThe qualifications were received after the delivery time designated for the receipt and opening of the proposals." The Respondent shall submit six (6) copies of their proposals In their entirety. 5 07/03102 . If . . ,.'.'~ . , .. All proposals shall be prepared and submitted in accordance with the provisions of this RFP. However, the City may waive any Informalities, irregularitiest or variancest whether technical or substantial in nature or reject any and all qualifications at its discretion. Any proposals may be withdrawn prior to the Indicated time for opening of proposals or authorized postponement thereof. No Respondent may withdraw proposals within ninety (90) days after the actual date of the proposal's opening. VII. , Inquiries and Addenda Each Respondent shall examine the RFP document and shall Judge all matters relating to the adequacy and accuracy of this document. Any inquiries, suggestions, or requests concerning interpretation, clarification, or additional information pertaining to the RFP shall be made through the City of Clearwaterts Purchasing Manager, George McKibben at P.O. Box 4748, Clearwater, FL33758; 100 S. Myrtle Ave., Clearwater, FL 33756; or FAX 727/562/4635. The City shall not be responsible for oral interpretations given by any City employee. representative, or others. The issuance of a written 'addendum Is the only official method whereby interpretation, clarification, or additional Information can be given. If any addenda are issued to this , RFP, the City will attempt to notify all prospective Respondents who have secured same. However, it shall be the responsibility of each Respondent. prior to submitting the proposal, to contact the City of Clearwaterls Purchasing Manager (727/562~4634) to determine if addenda were issued and to make such addenda a part of the proposal. VIII. Responder Preparation Expenses Each responder preparing a proposal in response to this request shall bear all expenses associated with their preparation. Responders shall prepare a response with the understanding that no claims for reimbursement shall be submitted to the City for the expense of preparation or presentation. IX. Right to Protest Any actual or prospective bidder who is aggrieved in connection with the solicitation or award of a contract may seek resolution of his/her complaints by contacting the PurChasing Manager. X. No Corrections Once competitive proposal is submitted, the City shall not accept any request by any proposer to correct errors or omissions in any calculations or competitive price submitted. XI. Openness of Procurement Process Written competitive proposals, other submissions, correspondence, and all records made thereof, as well as negotiations conducted pursuant to this RFP, shall be handled In compliance with Chapters 119 and 286 Florida Statutes. The City gives no assurance as to the confidentiality of any portion of any proposal once submitted. 6 07/03102 . "..' . XII. No Collusion By offering a submission to the RFP, the proposer certifies the proposer has not divulged to, discussed or compared his/her competitive proposal with other proposers and has not colluded with any other proposers or parties to this competitive proposal whatsoever. XIII. Informality Waiver/Rejection Of Proposals The City reserves the right to reject any or all responses and to waive any irregularity, variance or informality whether technical or substantial in nature, in keeping with the best interest of the City. XIV. Appropriations Clause The City, as an entity of government, is subject to the appropriation of funds by Its legislative body in an amount sufficient to allow continuation of its performance in accordance with the terms and conditions of this contract for each and every fiscal year following the fiscal year in which this contract shall remain in effect. Upon notice that sufficient funds are not available in the subsequent fiscal years. the City shall thereafter be released of all terms and other conditions. XV. Evaluation Criteria & Ranking Process A. Evaluation of the proposals shall be accomplished using the criteria described in this section. Information and data included in the response shall be considered in the evaluation process. B. Selection CriterIa and Weight (indicated in parenthesis) 1. Overall quality (5) (completeness, and thoroughness of the Work Plan) 2. Experience (4) (documented I successful, and relevant) with local governments and/or organizations in providing lobbying services 3. Qualifications (3) (knowledge. education, and training) 4. Reports from references (3) 5. Cost for services (2) C. References may be contacted regarding the satisfaction of services rendered by the Respondent. References will be evaluated based on overall quality of work and successful experience. D. Negotiations Following the ranking of the proposals the Committee shall desIgnate the top ranked Respondent and enter into negotiations. The Committee shall notify the Respondent In writing. Negotiations shall begin immediately with the Respondent selected. If negotiations are successful, the Committee shall recommend the favorable Respondent to the City Commission. Thereafter, the 7 07/03102 }. I,' . .., . ~ .' . j , . [" " ,. . ( , ' , , , , , ' i. " > ,0. r "" ,. . " ,; :, : ",. . " , , , : . ~ , , ~. . ,', ," I ~ ,.. . I ~ ..} " , . , I ~ . / ~ , . . i. " City Commission may Issue a notice of Intent to ,enter Into an agreement with the I ,Respondentby certified 'mall. If the negotiations are unsuccessful, the Committee shall begin negotiations with the second ranked Respondent. The Committee reserves the right to terminate negotiations at any time, with,or without cause. , The Evaluation & Negotiation Committee reserve the right to negotiate, whatever schedule i~ convenient to it and which is In the best Interest of the City. , E. 'Insurance, Safety & Contract Requirements The successful bidder will procure and maintain, at bidders expense, insurance coverage as contained in Exhibit A attached hereto and made a part hereof as If fully set forth herein, an.d will also comply with all supplemental :provislons regarding In~uran~e, Indemnlficati~n, safety, etc. contained therein. ".,; , I , J , I I I , , , , , , .11 . , 1 , " \' ., , , ' , , " > . " , . ,8 07/03102 , , " ' , , , i.: f '. , , ' ~ , ,. I . ' .,'. ';.., I.. .~ < . ~, ? ;\ ,. J . :~:.': '.~ -:". -.' . I . ~/, '.' .' ::-; ". " ~~ . " . ,.;~ . ,,( , .. " , .~:.~":'.'. 'I, :.,}. )}. : t.r, " '::' , ~"~:,~: ., <, " ~" l . ;f". . ~ ... I . {Y.; . ~:~'I' . :I' ~ '.,,:1 '/: . ~ . {. ~' I : " " , , . . ,. ," , "l'l .' 'i It: . I~ . " . ',{ . t\~:,. < ,..... ." ~ I~: . "'I K' ' :,':.", . ,'t " " , J( : 'i." . ~. ',. t.: ,- ,. ': ~ ,,' , " " " . , f,' . . . ~ , . _.' l' 1.1- I , ,. ' ", , " ',I , , r ~ , , , Evaluation Committee Members NAME. ,DEPARTMENT : Cyndie Goudeau ' Garry Brumback . Margie Simmons Pam Akin Ralph Stone ,City Clerk Department' City'Manager's Office Finance , City Attorney , ' Economic Development , ' ,. Evaluation Committee Meeting re RFP for State Lobbying Se,rvices ' ,August 6, 20Qo2, 2:00 p.m. to' 4:30 p.m.- .' ~ , . , . . . . Evaluating Committee selection of top candidates for oral presentation. , , Location: 'Large Conference Room City Hall, Third Floor Notice to City Clerk'to be posted one week prior to evaluation committee meeting. , , " " " " , , ~ . < . , I 'I , ,.1 I . ". ..' I . . l. ' c , \ I ' , , 9 07/03102 RESPONDENT NAME: DATE: SCORE: COMMITTEE CONSENSUS: (Weight x WEIGHT Rating) CRITERIA RATING SCORE COMMENTS 1. Overall quality of the 5 work plan; completeness; thoroughness. , 2. Experience of , 4 respondent: documented, successful, and relevant to local government , 3. Qualifications of the 3 individuals providing lobbying services: knowledge, education, and training 4. References reports 3 5'. Cost for services 2 CITY O~ CLEARWATER RFP FOR FEDERAL LOBBYING SERVICES EV ALUATION CRITERIA' 10 07/03102 EXHIBIT A CITY OF CLEARWATER ADDITIONAL RISK MANAGEMENT/INSURANCE REQUIREMENTS FOR AGREEMENTS AND CONTRACTS INSURANCE In addition to any other insurance required by the RFP, or bid documents, the vendor ,,' shall provide the following described insurance, except for coverages specifically waived by the City, on policies and with insurers acceptabl~ to the City. , These insurance requirements shall not limit the liability of the vendor. The City does not represent these types or amounts of insurance to be sufficient or adequate to protect the ven~ors interests or liabilities, but are merely minimums. The vendors deductibles/self-insured retention shall be disclosed to the City and may be disapproved by the City. They shall be reduced or eliminated at the option of the, City. The vendor is responsible for tho amount of any deductible or self~insured retention. INSURANCE OF THE VENDOR PRIMARY Insurance required of the vendor or any other Insurance of the vendor shall be considered primary, and insurance of the City, where applicable, shall be considered only as excess. PROFESSIONAL LIABILITY. MALPRACTICE AND/OR ERRORS OR OMISSIONS If checked below, the City requires the following terms and types of insurance for professional, malpractice, and errors or omissions liability. _x_ Professional Liabilitv/Malpractice/Errors or Omissions Insurance The vendor shall purchase and ~aintain professional liability or malpractice or errors or omissions insurance appropriate for the type of business engaged in by vendor with minimum limits of $500,000 per occurrence. If a claims made form of coverage is provided, the retro-actlve date of coverage shall be no later than the inception date of claims made coverage, unless prior policy was extended indefinitely to cover prior acts. ' 11 07/03102 .',;....l:"." :::... ,.. . ~.. ",' . . ---------.---. , " , , .. \ : I, , .. " , Coverage shall be extended beyond the policy year either by a supplemental extended reporthlg period (ERP) of, as great duration as available, and with no less coverage and with reinstated aggregate limits, or by requiring that any new policy provide a retroactive date no later than,the,inception date of claims made coverage. ' :.. , , " , i , , WRITTEN AGREEMENT/CONTRACT .1,. " ' ,', "Any party providing services or products to the CIty will be expected to enter Into a written agreement. contract, or purchase order with the City that ' , Incorporates. either In writing or by reference, all of the pertinent provisions ' , " relating to insurance and,lnsurance requirements as contained herein and I~ the ,,: RFP or other bid documents. A fa,lIure to do so may, at the sole option of the ,City, disqualify any vendor, bidder, or propos,er of services andlor products to the City., ' :.' I,; . :.; > . , ' " " I, " , \' " :' . " . :. ~'.' . I; , j " , I , ' j , I . ," ~, , " ,;" . " ' \..1' . ~ '. I .. , .' ..', \ ' ", , ,I ' " ',' . ! ~. . ! ~ - ,. j" ,': ' r~ ' ,',' '.....1." ,':. I. . ,i""" .' " ,1. j. .:I'cC I;, {' ".> , . . , . " ' ;'.' I. I', I':: " " I.' ': ' , ' , ' .. , I' ' ',. 'I .J, ~ ': ~ ~'. , ,I;, . ,~, . '.., . , " 12 07/03102' , I , i , , ! , I ,,'I . I ", }"'," c.- . ",I>. " fj . . t," 1..7.". . ." " " . " ,,1 ,', .' .' " i . .1; , ,1~" . ~ , '.' . .~:'l: ~ ~ .' ~ 'll, ....:. . . }:.... . . ~~ . . 1.:,"; : .", . .:,' I'.>, . , , ' . I 'j . i" :' /, ., .. " "f", " .j ., , , , ' \ ", CITY OF CLEARWATER , ' , " REQUEST FOR PROPOSAL ' FOR STATE LOBBYIST , " Proposal Submission List " PENNINGTON, MOORE, WILKINSON, ' BELL & DUNBAR, P.A. ' ' . ',ATTORNEYS AT LAW, POST OFFICE BOX 10095 ' , TALLAHASSEE, FLORIDA 32302~2095 CONTACT: PETER M. DUNBAR PHONE: 904-222-3533 .' SMITH,' BRYAN & MYERS 311 EAST PARK AVENUE ' , TALLAHASSEE, FLORIDA 32301 CONTACT: RONALD VILLELLA. PHONE: ,850~224~5081 , ' , ' HOLLAND & KNIGHT . AlTORNEYS AT LAW 315 SOUTH CALHOUN STREET, SUITE 600 TALLAHASSEE, FLORIDA 32301 QONTACT: JAMES R. DAUGHTON, JR. PHONE: 850-224-7000 HASEN & RICHMOND, p.A. ATTORNEYS AT LAW 1435 E. PI EDMOND DRIVE. SUITE 110 TALLAHASSEE, FLORIDA ,32312, CONTACT: RALPH H. HABEN, JR. PHONE: 850-422-1221 WILLIAM J. PEEBLES ATTORNEY AT LAW 310 WEST COLLEGE AVENUE TALLAHASSEE, FLORIDA 32301 , 'CONTACT: WILLIAM J"PEEBLES PHONE: 850~681-7383 , , 13 07/03102 . ;zt~~aJ..o,....il+1""-""'.-U-~-~"'-~""'" . ..... "",'" .ow..... .. ")~' r' . . , . . .... ~ '. F "... , ' . .. ... . -.... ", ,......... .,", ..I ,.. .. .'. .. , I. -.,., ~I...... ~ ~ REQUEST FOR PROPOSAL CHECKLIST Statement of General Purpose YES NO Introduction x Calendar of Events: x a Release date x b Pre-proposal conference date and time x c Proposal due date and time of openino x d Selection of top candidates x e Vendor Demonstrations (if deemed necessalV) x f\ Site Visit dates x g , Staff Recommendation due x h City Commission action x' i Contract Initiation/start date x i: Project completion x Scope of Proiect r x Vendor Qualifications x Information to be Submitted x Instruction for Preoaration/Number of Copies Reauired x When and How to Direct Inauiries x How Addenda Will be Communicated x General Contract Terms x Special Contract Terms x Evaluation Criteria x Evaluation Team (Names and/or Departments) x Bonding and/or Insurance Reauirements x When and Where Proposals must be returned x Standard Conditions a Aporopriations Clause x b Protest Procedures x c No Corrections Clause x d Openness of Procurement Clause x e No Collusion Clause x f) Informality I Rejection Clause x Evaluation Committee Meetino Date, Time, Place, Notice to City Clerk x Attachments - Exhibit A x REQUIRED APPROVAL Dept. Director: Purchasing Mgr: Risk Manager: City Manager: 07/03102 I '."., J. ...t~'" . '. ".~. ..~ .