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10/18/2010 WORK SESSION AGENDA Council Chambers - City Hall 10/18/2010 - 9:00 AM 1. Presentations 1.1Service Awards Attachments 2. Economic Development and Housing 2.1Approve a Professional Services Contract between the City of Clearwater and Imagine Global Consulting to provide tourism-marketing services for the City of Clearwater, in the amount of $164,000 per fiscal year, and authorize appropriate officials to execute same. (consent) Attachments 3. Fire Department 3.1Approve the engineering and architectural design services work order to Architect of Record, HDR Engineering, Inc., in the amount of $651,004.00 for Fire Station 45 Renovation Project (09-0036-FI) and authorize the appropriate officials to execute same. (consent) Attachments 3.2Award a contract (purchase order) to Pierce Manufacturing Inc. of Appleton, WI in the amount of $913,620 for the purchase of two (2) new Pierce Heavy Duty Velocity Pumpers, in accordance with Sec. 2.564 – (1)(b)and(e), Code of Ordinances, – Other governmental bid; authorize lease purchase in the amount of $864,221.06 under the city’s Master Lease Purchase Agreement; declare vehicle G2947 surplus to city needs; settle auto physical damage claim 10000201-0001 in the amount of $49,398.94; amend the Fire Engines capital project budget to allow an additional purchase and authorize appropriate officials to execute same. (consent) Attachments 4. Gas System 4.1Amend City Council Policy 3I, Enterprise Fund Transfer Payment, to increase the Gas System Dividend. (consent) Attachments 4.2Approve changes to the gas utility rates to become effective for all gas bills and services rendered on or after January 1, 2011 and pass Ordinance 8153-10 on first reading. Attachments 5. Human Resources 5.1Authorize a purchase order for payment of premiums under the City’s 1% Life Insurance program for the continuation of group life insurance plans with New York Life Insurance in the amount of $360,000 for the 36-month period from November 1, 2010, to October 31, 2013, in accordance with Sec. 2.564(1)(j), Code of Ordinances, Exceptions to bid and quotation procedure. (consent) Attachments 5.2Approve renewal of the City’s Statutory Death Benefits Policy with The Hartford Financial Services Group providing accidental death and disability coverages for all full-time Law Enforcement Officers, Firefighters, and applicable Administrators for the two-year period from October 1, 2010 through September 30, 2012, at a pre-paid cost of $20,423. (consent) Attachments 5.3Approve the Agreement between the City and Connecticut General Life Insurance Company (CIGNA) authorizing the City’s participation in the Federal Early Retiree Reimbursement Program to be effective as of June 1, 2010 and authorize the appropriate officials to execute same. (consent) Attachments 5.4Health Insurance Benefits Committee Recommendation Attachments 6. Parks and Recreation 6.1Ratify and confirm the City Manager’s approval to increase level of support for the Super Boat Offshore Boat Race from $28,280 to $28,573 to cover the loss of $293 in parking revenue. (consent) Attachments 6.2Approve a Contract for Purchase of Real Property with Davna Investments, Ltd., d/b/a Davna Investment Limited Corporation, an Ontario corporation, to purchase a 1.83 acre parcel of land addressed at 650 Old Coachman Road, Clearwater, lying and being situated in the Southeast ¼ of Section 7, Township 29 South, Range 15 East, as particularly described therein, for the sum of $320,000 plus estimated transaction expenses not to exceed $10,000; establish capital improvement project entitled Old Coachman Road Park (315-93132) to be funded from Recreation Land Impact fees ($168,599), Open Space Impact fees ($72,465) and unappropriated retained earnings of the General Fund ($88,936); and authorize the appropriate officials to execute same, together with all instruments required to effect closing. (consent) Attachments 6.3Approve an Agreement between the School Board of Pinellas County and the City of Clearwater for the City to utilize Pinellas County School buses at a cost of $1.25 per mile plus $26.50 per hour, for a total estimated cost of $40,000, for contract period ending August 23, 2011 and authorize the appropriate officials to execute same. (consent) Attachments 7. Police 7.1Approve a donation to the Clearwater Homeless Intervention Project, Inc. (CHIP) for funding of its 2010- 2011 operation in the amount of $100,000 Attachments 7.2Approve a License Agreement between the Tampa Division of the Federal Bureau of Investigation (FBI) and the City of Clearwater concerning the use of the Clearwater Police Department District III Training Facility (Premises), located at 2851 McMullen Booth Road, Clearwater, Florida, for a 5-year period and authorize the appropriate officials to execute same. (consent) Attachments 7.3Approve acceptance of a Department of Justice, Bureau of Justice Assistance (DOJ/BJA) grant in the amount of $146,150 for a one-year period to fund the Clearwater Area Task Force on Human Trafficking and authorize the appropriate officials to execute same. (consent) Attachments 8. Solid Waste/General Support Services 8.1Award a contract (Purchase Order) to Angelo’s Recycled Materials of Largo, FL in the amount of $430,000 for the disposal of solid waste at their site for the period October 22, 2010 through October 21, 2011 as provided in the city’s Code of Ordinances, Section 2.561 and authorize the appropriate officials to execute the same. (consent) Attachments 8.2Award a contract (Purchase Order) to Pinellas County Solid Waste for an operating expenditure of $4,000,000 for the disposal of solid waste at the Pinellas County waste-to-energy plant/landfill for the period October 1, 2010 through October 31, 2011 as provided in the city’s Code of Ordinances, Section 2.564 (1) (d), Services provided by Other Governmental Entities, and authorize the appropriate officials to execute the same. (consent) Attachments 8.3Award a contract (Purchase Order) to Mother’s Organics, Inc. of Seffner, FL in the amount of $160,500 for the hauling of yard waste from the city’s solid waste facility to the contractor’s processing facility for the period October 22, 2010 through October 21, 2011, as provided in the city’s Code of Ordinances, Section 2.561, and authorize the appropriate officials to execute the same. (consent) Attachments 8.4Award a contract (Purchase Order) for $239,354.00 to Kenworth of Central Florida of Orlando, FL for one Kenworth T800 with Palfinger Grapple Loader and American Roll-Off, in accordance with Sec. 2.564 (1)(d), Code of Ordinances - Other governmental bid, authorize lease purchase under the city's Master Lease Purchase Agreement and authorize the appropriate officials to execute same. (consent) Attachments 9. Engineering 9.1Approve the applicant's request to vacate the north - south alleyway lying within Block 1, E.P. Merritt's Addition (aka 606 Seminole Street and 607 Nicholson Street) and approve Ordinance 8225-10 on first reading, (VAC2010-06 Jimmie, First M Corporation and Jehudah LTD Partnership), Attachments 9.2Ratify and confirm a 10-foot Drainage and Utility Easement over, under, across and through the South 10 feet of Lots 8 and 10, Block B-2, MARYLAND SUBDIVISION, as more particularly described therein, conveyed by Peter G. Nichols granted in consideration of receipt of $15,000 and the benefits to be derived there from. (consent) Attachments 10. Planning 10.1Amend the Development Agreement between Clearwater Christian College Private School, Inc. (property owner) and the City of Clearwater, previously approved by City Council on August 5, 2010, to revise the master plan boundaries consistent with the Pinellas Planning Council’s Alternative Compromise Recommendation accepted by City Council on October 5, 2010 and adopt Resolution 10-23. (DVA2010- 06001) Attachments 11. Legal 11.1Amend provisions of Chapter 29, Article II, Business Tax Receipts, Clearwater Code of Ordinances, to exclude the profession of attorneys from any provisions in this Article that regulate attorney conduct or the practice of law and pass Ordinance 8212-10 on first reading. Attachments 11.2Adopt Ordinance 8193-10 on second reading, amending the future land use plan element of the Comprehensive Plan of the city to change the land use designation for certain real property whose post office address is 110 McMullen Booth Road, from Residential Urban (RU) to Institutional (I). Attachments 11.3Adopt Ordinance No. 8194-10 on second reading, amending the Zoning Atlas of the city by rezoning certain real property whose post office address is 110 McMullen Booth Road, from Low Medium Density Residential (LMDR) to Institutional (I). Attachments 11.4Adopt Ordinance 8197-10 on third reading, amending the future land use plan element of the Comprehensive Plan of the city to change the land use designation for certain real property, consisting of a portion of a 131.05 acre site whose post office address is 3400 Gulf-to-Bay Boulevard from Institutional (I), Commercial General (CG), Preservation (P), Water/Drainage Feature, Recreation/Open Space (R/OS), and Residential Low (RL) to Institutional (I), Preservation (P), Recreation/Open Space (R/OS), and Water/Drainage Feature. Attachments 11.5Adopt Ordinance 8198-10 on third reading, amending the Zoning Atlas of the city by rezoning certain property consisting of a portion of a 131.05 site whose property address is 3400 Gulf-to-Bay Boulevard from Institutional (I), Commercial (C), Reservation (P), Low Density Residential (LDR), and Open Space/Recreation (OS/R) to Institutional (I), Preservation (P), and Open Space/Recreation (OS/R). Attachments 11.6Approve amendments to the Clearwater Comprehensive Plan adding Future Land Use Map categories for transit oriented development and adding an objective and policies pertaining to the new categories, and adopt Ordinance 8201-10 on second reading as amended. Attachments 12. Council Discussion Items 12.1Undesignated Fund Balance in the Central Insurance Fund - Councilmember Jonson Attachments 12.2Model Resolution for Local Governments - Councilmember Doran Attachments 12.3Approve a one-time grant to the Clearwater Marine Aquarium in the amount of $750,000 to be applied to the purchase of property adjacent to the aquarium and authorize modification of the restrictive covenant governing a portion of the property located at 249 Windward Passage to allow CMA to mortgage the portion of property subject to the City reverter, in an amount not to exceed $1,500,000. Attachments 12.4City Manager Evaluation Attachments 12.5City Attorney Evaluation Attachments 13. Closing Comments by Mayor 14. Adjourn 15. Presentation(s) for Council Meeting 15.1Presentation of the Key to the City by Mayor Hibbard to Mr. William Kahn Attachments 15.22010 National Community Planning Month Proclamation Attachments 15.3Sister Cities Summer Trip to Nagano Attachments 15.4Introduction of Mr. Kenzo Kawashima, visiting Nagano teacher Attachments 15.5Offshore Boat Race Presentation Attachments Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Service Awards SUMMARY: Five Years of Service Patricia McNames Library Porferio DeGuzman Solid Waste/General Services James Boise Parks & Recreation Christopher Melone Engineering John Warner Planning & Development Rafael Gray Parks & Recreation Bradley Keating Fire Christopher Hannigan Fire Christopher Trauner Information Technology Christopher VanOpdorp Fire James Perz Police Jason Thibault Fire Jean-Pierre Medani Fire Mauricio Perdigon Fire Randall Bingham Fire Robert Hansen Fire Shawn Lawrentz Fire Steven Lannon Fire Terri Rowland Parks & Recreation Thomas Knobl Fire Timothy Smith Fire Vincent Supernor Fire Ten Years of Service Paul Mack Parks & Recreation Kimberly Feeney Human Resources Christine Biermann Library Kerri Spaulding Police Lenshawn Price Police William Higginbotham Police Jason Jones Police Kevin Klein Police Michael Hendry Fire Alex Monte Fire Christopher Hoyne Fire Patrick Conrey Fire Paul Capo Fire Peter Georgantas Fire Gail Rini Customer Service James Potts Engineering Mark Roberson Parks & Recreation Fifteen Years of Service Daniel Tupponce Police Jean Griggs Police Leslie Dougall-Sides Legal Michael Duffey Police Christopher Brown Solid Waste/General Services Anne Fogarty France Economic Development Jessie Croskey Public Services Cover Memo Judy Martin Gas Randy Foltz Public Utilities Twenty Years of Service Darian Dublin Solid Waste/General Services David Bryan Fire Jerry Howell Fire Kevin Garriott Planning & Development Twenty-five Years of Service Raymond Talbot Public Utilities Thirty Years of Service Thomas Allegretti Fire Robert Kimball Solid Waste/General Services Review Approval:1) Clerk Cover Memo Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve a Professional Services Contract between the City of Clearwater and Imagine Global Consulting to provide tourism-marketing services for the City of Clearwater, in the amount of $164,000 per fiscal year, and authorize appropriate officials to execute same. (consent) SUMMARY: In the wake of changing market trends in tourism and a nationwide economic downturn, the Economic Development and Housing Department assessed current market trends in tourism in order to determine how best the city can utilize its limited resources to capture more visitors and strengthen awareness of the city’s offerings as a premiere destination. On July 16, 2010, the City released Request for Proposals 21-10, with the goal of selecting an experienced marketing and public relations partner in directing future marketing, advertising, and public relations efforts (including social media) in an aggressive and comprehensive manner to capture more visitors and strengthen the awareness of the city’s attributes and offerings as a vacation destination. Twenty proposals were received on August 16, 2010. The Selection Committee was made up of the following: Brian Kramer, General Manager Hyatt Clearwater Beach Resort and Spa; Gary Hallas, Tsunami Marketing; Ramona Hurley, RIH Consulting; Joelle Castelli, Director of Public Communications, and Geri Campos Lopez, Director of Economic Development and Housing. The Selection Committee met on August 30, 2010 to review and rank the proposals. Proposals were evaluated and ranked based on experience, proven performance/similar work, ability to leverage dollar and relationships, creativity, and proposed plan for costs. The top five firms were asked to present their proposals to the Selection Committee: Absolute Thinking, Orlando, FL C.C. Communications, Safety Harbor, FL Clearwater Regional Chamber of Commerce, Clearwater, FL FKQ Marketing and Advertising, Clearwater, FL Imagine Global Consulting, New York, NY After oral presentations were made on September 8 and 9, 2010, Imagine Global Consulting became the top-ranked firm. Staff is recommending Imagine Global Consulting for the following reasons: - Comprehensive approach to the scope of work with clear objectives, strategies and tactics - Relationships with New York and other international media, including the German media (one of our key international feeder markets) - Creative ideas/concepts for public relations campaigns - One full-time person dedicated to this account - Excellent references from Pinellas CVB, State of North Carolina, and State of Texas - Understanding of current travel trends (Instant Access, Value Driven, Late Bookings, Personalized Experiences, Social Networks) The Scope of Work will include developing a detailed action and activity-marketing plan aimed at increasing the brand awareness for the City of Clearwater. IGC will promote Clearwater according to its unique selling points and defined niche markets. They will also assist the City with the creative direction for an updated tourism website. As part of their monthly reports, IGC will provide document progress made on performance goals and measures. The contract is for $160,000 inclusive of all advertising, marketing, and administration. In addition, $4,000 is for direct reimbursable expenses. Type:Purchase Cover Memo Current Year Budget?:Yes Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:$164,000 Annual Operating Cost: Not to Exceed:Total Cost:$164,000 For Fiscal Year:10 to 11 Appropriation Code Amount Appropriation Comment 0010-09216-530300-552- 000-0000 $164,000Contractual Services Review Approval:1) Clerk Cover Memo Page 1 of 10 PROFESSIONAL SERVICES CONTRACT THIS CONTRACT, entered into this __________ day of October, 2010, by and between the CITY OF CLEARWATER, a Florida municipal corporation, hereinafter referred to as “City,” P.O. Box 4748, Clearwater, Florida 33758 and Imagine Global Consulting, an S corporation, hereinafter referred to as “IGC,” 262 W. 38th Street, Suite 1401, New York, NY 10018. WHEREAS, the City requested professional services through Request for Proposals #21-10 seeking assistance from an experienced marketing and public relations firm to direct marketing, advertising, and public relations activities to capture more visitors and strengthen awareness of the City of Clearwater’s attributes and offerings as a vacation destination; and WHEREAS, IGC agrees, pursuant to the Scope of Work as contained in Exhibit “A” attached hereto, to conduct tourism marketing, advertising, and public relations activities; NOW THEREFORE, in consideration of the promises stated herein, the City and IGC mutually agree as follows: 1. SCOPE OF PROJECT. IGC agrees to provide professional services under the terms and conditions described in attached Exhibit “A.” 2. TIME OF PERFORMANCE. The term of this Agreement shall be for a period of two (2) years (“Initial Term”) commencing on October 22nd, 2010 (“Commencement Date”) and continuing through October 21st, 2012 (“Termination Date”) unless earlier terminated under the terms of this agreement. This Agreement may be extended for one (1) year under the same terms and conditions by the mutual written agreement of both parties. In consideration of City entering into this Agreement with IGC, IGC covenants with City that IGC shall unequivocably, timely and without reservation, comply with the terms and conditions Attachment number 1 Page 1 of 10 Page 2 of 10 and meet service level requirements as set out in EXHIBIT “A”. IGC’s failure to timely comply with any of the obligations hereunder during the term of this Agreement shall be deemed a material default resulting in termination of this Agreement. 3. COMPENSATION. The City will pay IGC a sum of $160,000 per year inclusive of all advertising, marketing and administration of the Scope of Work. The City will also reimburse up to $4,000 all reasonable and necessary direct expenses. The City may, from time to time, require changes in the scope of work of IGC to be performed hereunder. Such changes, including any increase or decrease in the amount of IGC’s compensation and changes in the terms of this Contract which are mutually agreed upon by and between City and IGC shall be effective when incorporated in written amendment to this Contract. 4. METHOD OF PAYMENT. IGC’s invoices shall be submitted to the City for approval for payment on a monthly basis, according to “Exhibit B”. The City agrees to pay after approval under the terms of the Florida Prompt Payment Act F.S. 218.70. The City’s performance and obligation to pay under this Contract is contingent upon an annual appropriation of the City’s budget. 5. NOTICES AND CHANGES OF ADDRESS. Any notice required or permitted to be given by the provisions of this Contract shall be conclusively deemed to have been received by a party hereto on the date it is hand delivered to such party at the address indicated below (or at such other address as such party shall specify to the other party in writing), or if sent by registered or certified mail (postage prepaid) on the fifth (5th) business day after the day on which such notice is mailed and properly addressed. Attachment number 1 Page 2 of 10 Page 3 of 10 Imagine Global Consulting City of Clearwater ___________________ Geraldine Campos Lopez Name ___________________ Economic Development & Title Housing Director ___________________ P.O. Box 4748 ___________________ Clearwater, Florida 33758 Address ___________________ (727) 562-4220 Telephone # Telephone # ___________________ (727) 562-4075 Facsimile # Facsimile # 6. TERMINATION OF CONTRACT. The City at its sole discretion may terminate this Contract by giving IGC a ten (10) day written notice of its election to do so and by specifying the effective date of such termination. IGC shall be paid for its services through the effective date of such termination. Further, if IGC shall fail to fulfill any of its obligations hereunder, this Contract shall be in default, the City may terminate the Contract, and IGC shall be paid only for work completed. 7. INDEMNIFICATION AND INSURANCE. IGC, at its own expense, shall procure and maintain the following insurance: A. Commercial General Liability Insurance on an “occurrence” basis in an amount not less than $1,000,000 combined single-limit Bodily Injury Liability and Property Damage Liability, with media exclusions removed. The City of Clearwater shall be an additional insured on this policy. Attachment number 1 Page 3 of 10 Page 4 of 10 B. Automobile Liability Insurance in the amount of at least $1,000,000, providing Bodily Injury Liability and Property Damage Liability; and C. Workers’ Compensation Insurance applicable to its employees for statutory coverage limits, and Employers’ Liability with a $500,000 limit, which meets all applicable state and federal laws. The parties recognize that IGC is an independent contractor. IGC agrees to indemnify and hold harmless the City of, from, and against all liability and expense, including reasonable attorney's fees, in connection with any and all claims whatsoever for personal injuries or property damage caused by the negligent or deliberate act or omission of IGC, its agents, officers, subcontractors, employees, and independent contractors. 8. PROPRIETARY MATERIALS. Upon termination of this Contract, IGC shall transfer, assign and make available to City or its representatives all property and materials in IGC’s possession belonging to or paid for by the City. 9. INTERESTS OF PARTIES. IGC covenants that its officers, employees and shareholders have no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance and/or provision of services required under the terms and conditions of this Contract. 10. CONFORMANCE WITH LAWS. IGC agrees to comply with all applicable federal, state and local laws during the life of this Contract. 11. ATTORNEY FEES. In the event that either party seeks to enforce this Contract through attorneys at law, then the parties agree that each party shall bear its own attorney fees and costs. Attachment number 1 Page 4 of 10 Page 5 of 10 12. GOVERNING LAW AND VENUE. The laws of the State of Florida shall govern this Contract, and any action brought by either party shall lie in Pinellas County, Florida. Attachment number 1 Page 5 of 10 Page 6 of 10 IN WITNESS WHEREOF, the parties hereto have executed this Contract as of the date set forth above. CITY OF CLEARWATER, FLORIDA Countersigned: _______________________ By: ________________________ Frank V. Hibbard William B. Horne II Mayor City Manager Approved as to form: Attest: _______________________ ____________________________ Pam Akin Rosemarie Call City Attorney City Clerk Imagine Global Consulting Attest: _______________________ By: ________________________ Print Name: _____________ Print Name: ___________________ Title: ________________________ Attachment number 1 Page 6 of 10 Page 7 of 10 Exhibit A Scope of Work • The Agency will place destination advertising in the Visit St. Petersburg/Clearwater Area (Convention and Visitors Bureau) and, if possible, Visit Florida Visitor Guides. Additional advertising will be placed on the Visit St. Petersburg/Clearwater Area website www.visitstpeteclearwater.com. Other advertising could include print, television, and social media advertising. • The Agency will be responsible for updating content on the city’s tourism website currently at www.visitclearwaterflorida.com. IGC will also work in coordination with the selected firm responsible for the re-design of the tourism website and provide input for creative direction and assist the City with developing new website editorial and content. • The Agency will: o Promote the destination according to unique selling points and within defined niche markets; IGC will develop a detailed action and activity plan aimed at achieving the goals and objectives as set by the City of Clearwater. o Conduct tourism crisis communications if needed; IGC will provide the City of Clearwater with on-going crisis management services to assist the team in effectively identifying, assessing, addressing and diff using anticipated and unexpected crisis situations related to tourism. o Further develop brand awareness for Clearwater among consumer and travel trade media; IGC will develop and distribute press releases to the U.S. media on a regular basis. IGC will update and maintain the City of Clearwater press kit, including images, story ideas, fact sheets, recent press releases etc. o Develop and maintain client specific media, consumer and trade databases. IGC proposes the development of a “travel deals” newsletter to be distributed to the media, trade and consumers - a minimum of four ‘special travel deals’ per month. o Build destination appeal of Clearwater and extend the reach of the Clearwater brand via an integrated marketing program; IGC will investigate a number of consumer marketing campaigns surrounding specific themes throughout the year to increase brand awareness and Attachment number 1 Page 7 of 10 Page 8 of 10 visitor numbers in the City of Clearwater. These campaign ideas will be presented to the City for consideration. o Increase online activities and exposure. o Increase social media activities and presence; IGC will target social networking platforms such as Facebook, Twitter, travel blogs and PR marketplaces like HARO (Help a Reporter Out), an online media resource that provides media leads. IGC will identify digital media activities that will position the City of Clearwater as an innovator in online travel and lifestyle communications. Develop social media promotion concepts with tourism partners (hotels, airlines, etc) to promote special deals and packages. o Take advantage of synergies between all departments of the City of Clearwater by combining public relations, consumer marketing and sales efforts, by using a calendar of events and campaigns planned by the City of Clearwater. Assist event partners such as Clearwater Superboat National Championship Festival, Clearwater Jazz Holiday, Foster Grant Ironman World Championship 70.3, Outback Bowl Beach Day, etc with public relations and marketing activities to increase national coverage. o Support in-house marketing and public relations activities. o Act as a first contact for media and as a clearinghouse for information; IGC will provide a news bureau service not only to the City of Clearwater but also to industry partners, to increase media coverage on every possible aspect of the destination. This service will provide IGC the opportunity to have as many news angles as possible to promote the City of Clearwater. o Monitor and counteract negative perceptions related to tourism crises communication that may exist. o Design and implement media events to leverage publicity for the City of Clearwater. This may take the form of media luncheons and cocktail events. IGC will conduct New York City based media and sales missions during which no more than two designated Clearwater staff will meet personally with top media and trade representatives in the market. o Develop and manage at least one themed group press trip as well as six highly customized tours for individual representatives of top tier media outlets. Press trips, group and individual, are designed to highlight the unique appeal of the City of Clearwater. IGC proposes supporting all journalists already visiting the state by issuing press passes which provides access to, or discounts at participating properties, restaurants, etc. Attachment number 1 Page 8 of 10 Page 9 of 10 o Conduct media calls. The personal touch of media and sales calls ensures a close relationship with key media, travel agents and tour operators, an essential PR and marketing tool. • The Agency will provide the City monthly reports on activities to include updates on newly released travel trends and statistics as well as travel media and social media trends. • The Agency will report on Performance Goals and Measures as part of the Agency’s monthly reporting requirements. IGC will track and report on quantifiable statistics related to key objectives and detail a return on investment on all initiatives. IGC will report on measures such as visitor trends, number of website hits, number of email blasts, results of social media campaigns and contests, amount of and number of destination advertising placed, editorial placement, number of travel writers contacted and hosted, results of event related marketing efforts, and number of stories produced. Attachment number 1 Page 9 of 10 Page 10 of 10 Exhibit B Payment Schedule In consideration of the obligations undertaken by IGC, the City of Clearwater shall pay IGC the sum of US $10,800 (ten thousand eight hundred US Dollars) per month for the 24-month period from October 22, 2010 to October 21, 2012, to be invoiced on a monthly basis. IGC shall invoice the City of Clearwater on the first day of every month, to be due by the 15th of the month. Additional expenses incurred on behalf of the City of Clearwater shall all be at the cost of the City and will not to exceed $30,400 per fiscal year. Such costs are only to be incurred by IGC with prior written approval by the City of Clearwater. These costs, which were previously approved by the City of Clearwater, shall be paid along with the monthly payment and the agency shall send the description of the costs incurred with at least 5 (five) days of advance of the date of the payment. In addition to the flat-fee retainer, the City will reimburse IGC up to $4,000 per fiscal year for approved reimbursable direct expenses (i.e. travel). Attachment number 1 Page 10 of 10 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve the engineering and architectural design services work order to Architect of Record, HDR Engineering, Inc., in the amount of $651,004.00 for Fire Station 45 Renovation Project (09-0036-FI) and authorize the appropriate officials to execute same. (consent) SUMMARY: Fire Station 45 was built in 1974 and no longer meets the challenges of a contemporary fire station, including space needs, code requirements, security concerns and sustainability. The City’s intent is to construct a sustainable facility with centralized, more efficient operations. The facility will be a focal point of the Downtown Core displaying the Fire Department’s history and foster to the community the importance of green building practices. HDR was hired for the preliminary design/programming phase, completed in January 2010. The evaluation showed that building a new structure was more cost effective than reusing the existing structure. Implementing sustainable mechanical, electrical and plumbing systems increased construction cost by only 3 ½ %. The station renovation will include demolition of the existing fire station and the Fire Prevention building on the corner of Franklin and Garden. The extensive renovation project will result in a category 5, 3-story, 30,000-square foot facility with a similar footprint as the existing fire station. The station will include on the first floor, vehicle bays, training and public space; second floor living quarters; and third floor Administration and Fire Prevention office space, with a conference area that will serve as an Emergency Operations Center. The City’s goal is to have the new station achieve a Silver rating through the Leadership in Energy and Environmental Design (LEED) certification. The design and permitting phase is anticipated to be complete by September 2011, with the construction phase scheduled for completion by December 31, 2012. The estimated construction cost is $6,054,000, with a total project cost of $7,057,520, including furnishings, LEED Certification, Commissioning, and A/E fees. The City will be reimbursed for a portion of this cost by the County since the station will also serve residents in unincorporated areas of the Clearwater Fire District. The Fire Department shall be responsible for the day-to-day facility operations, and the Building Maintenance Department will be responsible for the facility maintenance. Annual operating costs for the station are anticipated to be approximately $88,700. The power and utility costs will be about 25% or $12,225 less than current energy costs for the existing station and Administration Building. Sufficient budget and revenue is available in Capital Improvement Program project 0315-91253, Main Station (Fire). Type:Capital expenditure Current Year Budget?:Yes Budget Adjustment:No Budget Adjustment Comments: See summary Current Year Cost:$651,004.00 Annual Operating Cost:$88,700.00 Not to Exceed:$651,004.00 Total Cost:$651,004.00 For Fiscal Year:2010 to 2011 Cover Memo Appropriation Code Amount Appropriation Comment 0315-91253-561100-522- 000-0000 $651,004.00see summary Review Approval:1) Clerk 2) Assistant City Manager 3) City Manager 4) Clerk Cover Memo Attachment number 1 Page 1 of 11 Attachment number 1 Page 2 of 11 Attachment number 1 Page 3 of 11 Attachment number 1 Page 4 of 11 Attachment number 1 Page 5 of 11 Attachment number 1 Page 6 of 11 Attachment number 1 Page 7 of 11 Attachment number 1 Page 8 of 11 Attachment number 1 Page 9 of 11 Attachment number 1 Page 10 of 11 Attachment number 1 Page 11 of 11 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Award a contract (purchase order) to Pierce Manufacturing Inc. of Appleton, WI in the amount of $913,620 for the purchase of two (2) new Pierce Heavy Duty Velocity Pumpers, in accordance with Sec. 2.564 – (1)(b)and(e), Code of Ordinances, – Other governmental bid; authorize lease purchase in the amount of $864,221.06 under the city’s Master Lease Purchase Agreement; declare vehicle G2947 surplus to city needs; settle auto physical damage claim 10000201-0001 in the amount of $49,398.94; amend the Fire Engines capital project budget to allow an additional purchase and authorize appropriate officials to execute same. (consent) SUMMARY: Clearwater Fire and Rescue purchased five (5) front line fire engines in 1999 and established a capital improvement project to fund the replacement of one of these units each year starting in Fiscal Year 2010. One unit was replaced in Fiscal Year 2010 under this plan. The second of these units, Engine 51 based at the Northwest Station, is ready for replacement. Funds in the amount of $470,000 are budgeted in capital project 316-91218, Fire Engine Replacement, for the purchase of this engine. Related debt payments are budgeted in the department’s 2010/2011 operating budget. The current unit will be surplused and retired due to its age and condition. At the present time, the Department desires to purchase an additional front-line engine to replace a reserve engine that was recently damaged beyond repair. Reserve Engine 1 was purchased in 2004 for $211,726.10 for the reserve fleet. During a call in July, the unit was damaged and due to the age of the unit and the damage sustained, it was determined to be a total loss. An amount of $49,398.34 will be paid from the Central Insurance Fund as full and final settlement of the city’s auto physical damage claim 10000201-0001. This unit will be declared surplus and is eligible as a trade-in to realize a discount on a new purchase. The Department desires purchasing a heavy-duty front line unit to replace Engine 49, purchased in 1999, and will move the current Engine 49 to the reserve fleet to maintain three required reserve units. The full price for two units is $943,620.00, or $471,810 per unit. The manufacturer has offered a discount of $5,000 if identical units are ordered at the same time and a $25,000 trade-in allowance on the totaled unit. These items reduce the purchase price to the $913,620.00 requested above. The current CIP project 316-91218, Fire Engine Replacement, has $470,000 of Lease Purchase funding available. The Department proposes a First Quarter Budget Amendment to increase the CIP project by $443,620.00 to complete this purchase. The amendment would include $394,221.06 of Lease Purchase funding and $49,398.94 of Insurance Claim Receipt revenue. By scheduling delivery of the two engines after mid-year there will be sufficient debt funding available in the department’s operating budget to make one debt payment on each engine in Fiscal Year 2011. Annual debt costs of approximately $186,780 will be budgeted in the department’s fiscal year 2011/2012 and future budgets as necessary. The County will reimburse the City for a portion of the purchase, approximately 12%, as the vehicle will support fire operations in the unincorporated areas of the Clearwater Fire District. The Department has determined the Pierce Heavy Duty Velocity Pumpers built by Pierce Manufacturing meets the operational needs of the Department. Estimated annual operating costs in the department’s annual operating budget include fuel and routine garage charges for operating the new vehicles. Garage charges on the new vehicles are expected to be less than on the replaced vehicles. This purchase is a piggyback of Lake County Contract 08-0803. The Pierce pumper is the City of Clearwater Fire and Rescue Department standard for the purpose of training and maintenance. Custom components have been added to meet the needs of the fire district and surrounding municipalities. Warranty: Limited 1 year warranty for 12 months free of defects in material and workmanship; 3 year warranty on the Impel/Velocity custom chassis; lifetime on chassis frame crossmembers, Imp/Vel; 5 year on EVS transmission; 5 years on command zone components, Chassis, Vel/Impel/Qtm/AXT; lifetime on UPF and water tank; 5 years on waterous (pump); 10 year on S/S plumbing and standard Cover Memo paint; 10 yrs or 100,000 on vehicle cab and body; and 5 year or 100,000 mile warranty on engine provided by Cummins. Maintenance: Ten-8 Fire Equipment, Inc., a full service apparatus repair facility, will perform all of the warranty work. Our City’s General Services Division will perform routine maintenance and testing. Annual pump testing will be performed by our Logistics Bureau in accordance with NFPA standards. Any additional repairs can be contracted through Ten-8 at an additional cost per their service fee schedule. A heavy-duty Velocity pumper apparatus provides exceptional pumping water capability, enhanced storage capability, lower vehicle profile and will significantly up-grade the abilities of the unit it replaces. The proposal for fire apparatus conforms to all Federal Department of Transportation (DOT) rules and regulations in effect at the time of bid, and with all National Fire Protection Association (NFPA) Guidelines for Automotive Fire Apparatus as published at the time of bid, except as modified by customer specifications. Pierce Manufacturing operates a Quality Management System under the requirements of ISO 9001. The apparatus will meet the current NFPA 1901 recommendations and will maintain design and operational features consistent with the department’s needs. Type:Purchase Current Year Budget?:No Budget Adjustment:Yes Budget Adjustment Comments: Current Year Cost:864,221.00 Annual Operating Cost:236,780.00 Not to Exceed:913,620.00 Total Cost:913,620.00 For Fiscal Year:10/01/2011 to 09/30/2012 Appropriation Code Amount Appropriation Comment 0-316-91218-564000-522- 000 913,620.00$864,221.06 LP Funds; $49,398.00 Insurance Funds Bid Required?:No Bid Number: Other Bid / Contract:Bid Exceptions: Other Government Bid Review Approval: 1) Office of Management and Budget 2) Legal 3) Clerk 4) Financial Services 5) Clerk 6) Assistant City Manager 7) Clerk 8) City Manager 9) Clerk Cover Memo Attachment number 1 Page 1 of 1 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Amend City Council Policy 3I, Enterprise Fund Transfer Payment, to increase the Gas System Dividend. (consent) SUMMARY: Staff recommends amending Policy 3I, Enterprise Fund Transfer Payment as follows: The Gas System Dividend will be a minimum of $1,000,000 1,700,000 plus a PILOT (Payment in Lieu of Taxes) fee of at least $508,720. Such PILOT fee will be paid by the Gas System Franchise Fees to offset such PILOT payment. When the Gas System Net Income less Bond Interest Earnings exceeds $2.0 3.4 million for any fiscal year, the Gas Dividend payment for the next fiscal year will be one half of that amount. Type:Operating Expenditure Current Year Budget?:Yes Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:$1,700,000.00 Annual Operating Cost:$1,700,000.00 Not to Exceed:$1,700,000.00 Total Cost:$1,700,000.00 For Fiscal Year:2010 to 2011 Appropriation Code Amount Appropriation Comment 0423-02064-590200-581- 000-0000 $274,510 0423-02065-590200-581- 000-0000 $55,680 0423-02077-590200-581- 000-0000 $69,090 0423-02078-590200-581- 000-0000 $1,300,720 Review Approval:1) Legal 2) Clerk 3) Assistant City Manager ED 4) Clerk 5) City Manager 6) Clerk Cover Memo Excerpt from City Council Policy, Budget section, showing proposed revisions to the Enterprise Fund Transfer Payment provision as submitted by Clearwater Gas System: City Council Policy Budget and Finance * * * I. Enterprise Fund Transfer Payment. It is a policy of the City Council that the specific enterprise operations designated by the City Council shall annually transfer to the General Fund an amount determined appropriate to be considered reimbursement in lieu of taxes. The current rate is 5.5% of prior year gross revenues. April 1989 policy adopted by council members established this rate at 4.5% of prior-year gross revenues. This proportionate rate was adopted to accommodate growth, and replaced prior years' policy of a prescribed dollar contribution. Other than the exceptions noted below, the rate of 4.5% remained in effect until the City Council adopted the amended rate of 5.5% in September 2005. Upon adoption of the Gas Strategic Plan in fiscal year 1995/96, the Council agreed to replace the Gas Support contribution with a franchise fee from natural gas customer accounts payable to the General Fund. This, in combination with the Gas dividend, offered the General Fund the same level of support as fiscal year 1995/96. The Gas System Dividend will be a minimum of $1,000,000 $1,700,000 plus a PILOT (Payment in Lieu of Taxes) fee of at least $508,720. Such PILOT fee will be paid by the Gas Franchise Fees to offset such PILOT payment. When the Gas System Net Income less Bond Interest Earnings exceeds $2.0 $3.4 million for any fiscal year, the Gas Dividend payment for the next fiscal year will be one half of that amount. In September 2000, with the adoption of the 2001/02 Annual Operating Budget, the City Council expanded this policy, which had previously been imposed only on the utility enterprises, to include an annual payment in lieu of taxes from the Marine and Airpark Fund. At the current time, the Parking Fund has not been imposed such a payment. * * * Page 3 Attachment number 1 Page 1 of 1 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve changes to the gas utility rates to become effective for all gas bills and services rendered on or after January 1, 2011 and pass Ordinance 8153-10 on first reading. SUMMARY: Black and Veatch has completed a Cost of Service and Rate Study for the Clearwater Gas System (CGS). This study is an update of their earlier study issued in October 2008. The study includes a projection of CGS’ financial position for the period 2010-2014 and a cost of service analysis to evaluate the cost responsibility for each of the various classes of customers served. Based on the results of the study, CGS’ existing rates are adequate to meet its operating needs over the forecast period. Therefore, no changes are proposed for gas base rates at this time. Ordinance 8153-10 includes the following key changes to the gas sections of the Code of Ordinances: Wording has been revised throughout to clarify responsibilities and reflect current operating procedures. Service labor billing has been revised from an hourly rate with a 1-hour minimum to a trip charge plus per quarter hour rate. A provision for Contract Service Charge Rates has been added for customers who regularly use CGS Service and Repair and will contractually subscribe for such use. The commercial use per customer factor contained in the Usage and Inflation Adjustment (UIA) mechanism is recalculated to include all commercial customers. Same day residential turn-on charges have been reduced to reflect actual costs. The current gas rates and service charges of the Clearwater Gas System have been effective since January 1, 2009. Type:Other Current Year Budget?:None Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:0 Annual Operating Cost:0 Not to Exceed:Total Cost:0 For Fiscal Year: to Review Approval:1) Legal 2) Clerk 3) Assistant City Manager ED 4) Clerk 5) City Manager 6) Clerk Cover Memo CLEARWATER GAS SYSTEM Cost of Service and Rate Study September 2010 Attachment number 1 Page 1 of 67 Attachment number 1 Page 2 of 67 TABLE OF CONTENTS CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch TOC-1 SECTION 1.0 EXECUTIVE SUMMARY..................................................................................1-1 Background............................................................................................................................1-1 Study Objectives....................................................................................................................1-1 Scope ....................................................................................................................................1-1 Growth of CGS......................................................................................................................1-2 Revenues and Revenue Requirements under Existing Rates.................................................1-3 Class Cost of Service.............................................................................................................1-6 Suggested Rate Adjustments..................................................................................................1-6 SECTION 2.0 REVENUES AND REVENUE REQUIREMENTS............................................2-8 Projection of Number of Natural Gas Customers, Throughput, and Sales Revenues...........2-8 Revenue and Revenue Requirements...................................................................................2-12 Revenues..............................................................................................................................2-12 Revenue Requirements........................................................................................................2-15 Operating Expenses.......................................................................................................2-15 Transfers to the City.......................................................................................................2-16 Depreciation...................................................................................................................2-16 Debt Service...................................................................................................................2-16 Plant Extensions and Replacements...............................................................................2-16 Net Cash Flow................................................................................................................2-17 Proposed Rate Adjustment...................................................................................................2-17 SECTION 3.0 COST OF SERVICE............................................................................................3-1 Cost of Service.......................................................................................................................3-1 Customer Classifications.......................................................................................................3-2 Basis for Allocation...............................................................................................................3-2 Cost Functions.................................................................................................................3-3 Allocation Factors and Allocation of Cost of Service.....................................................3-4 Summary of Costs of Service and Comparison with Revenues............................................3-9 SECTION 4.0 RECOMMENDED RATE ADJUSTMENTS.....................................................4-1 Recommended Rate Adjustments..........................................................................................4-1 DISCLAIMER APPENDIX A RECOMMENDED ORDINANCE Attachment number 1 Page 3 of 67 SECTION 1.0 EXECUTIVE SUMMARY CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 1-1 SECTION 1.0 EXECUTIVE SUMMARY Background The City of Clearwater, Florida, (the City) owns and operates Clearwater Gas System (CGS), which is the natural gas and propane system serving approximately 19,600 customers in a service area located in Pinellas and Pasco Counties. Service is provided to residences, businesses, industry, and institutions. CGS is one of seven utility enterprise operations (natural gas and propane, water, sewer, reclaimed water, solid waste, recycling, stormwater) owned and operated by the City. The elected City Council sets policy guidelines and charges the City Manager with the direction of all departments. CGS is administered by a Managing Director who reports to the Assistant City Manager, Economic Development & Enterprise Operations. Study Objectives The overall purpose of this engagement is multi-faceted. Specifically, findings, conclusions, and recommendations together with supporting documentation are provided relative to the following initiatives undertaken during the course of our analyses: 1. Evaluate the adequacy of existing cost recovery mechanisms, specifically user rates to meet the operational and capital requirements of CGS on a prospective basis. 2. Verify that the current rates are being applied correctly. 3. Forecast revenues and revenue requirements for a five-year period to determine the overall adequacy of existing rates to support CGS’ operating and capital needs and prudently maintain cash reserves to meet CGS contingencies. 4. Prepare a class cost of service analysis to identify the cost associated with serving each class of service. 5. Recommend revised rates sufficient to meet CGS’ total revenue requirements that reflect cost of service considerations and practical rate implementation constraints, as required. Scope This report presents the results of a comprehensive study including a projection of the financial position of CGS for the period 2010 through 2014, a class cost of service analysis to evaluate the cost responsibility for each of the various classes of customers served, and the development of recommended rate charges to recover the costs of providing service from respective classes of customers. CGS operates on a fiscal year ending September 30. References in this report to a specific year reflect the fiscal year ending on September 30 of that year unless otherwise noted. The projections of revenue requirements for CGS are based on the analysis of historical costs incurred in providing service and reflect current and anticipated future operating conditions and cost Attachment number 1 Page 4 of 67 SECTION 1.0 EXECUTIVE SUMMARY CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 1-2 levels. Anticipated future operating conditions and cost levels recognize the amount and degree of service, system expansion, renewals and replacements, inflationary effects, and other factors. The class cost of service analysis includes the functional classification of test year costs and the subsequent allocation of functional costs to various classes of customers on the basis of the relative cost responsibility of each class. Allocated cost of service is then compared with test year revenues under recommended rates to determine the rate of return on allocated net plant investment for each of the customer classes. CGS passes through and recovers from customers its natural gas costs via a purchased gas cost rider. Therefore our report focuses on the margin, or the non-gas cost, portion of CGS’ gas rate. CGS has in-place several riders that include a Weather Normalization Adjustment (WNA), an Energy Conservation Adjustment (ECA) and a Regulatory Imposition Adjustment (RIA). The WNA is a mechanism in its tariff to recover fluctuations in consumption due to colder or warmer than normal weather. The WNA adjustment is applied to all customer classes. Our sales projections are weather normalized. Through a WNA, CGS adjusts for fluctuations in consumption due to colder or warmer than normal weather. Growth of CGS The number of natural gas customers served by CGS has increased by about 60 customers, or approximately 0.4 percent, from 17,329 in 2008 to 17,389 in 2009. The increase in customers is largely attributable to the addition of small commercial customers and small contract customers. For the period 2005-2009, throughput (sales) has averaged about 21,338,018 therms. Based upon recent history, we project that number of customers and throughput will increase slightly during the projected period. Our projection of numbers of customers and throughput are conservative based on our discussion with management regarding marketing efforts and existing local and statewide economic conditions. We project number of customers and weather normalized throughput to increase slightly by 2014 to 18,188 and 21,146,839 therms, respectively. We have projected that use per customer during the projection period will remain constant at the levels experienced over the recent historical period because any declines in use per customer will be reflected in the Usage and Inflation Adjustment (UIA). However, use per customer (primarily Residential) has generally been declining consistent with the trends experienced throughout the country as the efficiency of natural gas equipment and homes has improved. Residential Single-Family use per customer has declined from approximately 270 therms per year in FY 1996 to 204 therms per year in FY 2009. Some of the recent decline has been due to warmer than normal weather; however, the majority of this decline has been due to conservation and/or improved efficiency. Attachment number 1 Page 5 of 67 SECTION 1.0 EXECUTIVE SUMMARY CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 1-3 Revenues and Revenue Requirements under Existing Rates We use the cash basis of determining revenue requirements for municipal utilities as a guide in recommending overall rate adjustments. The cash basis is an accepted industry norm for municipal utility rate and bond financing studies. Table 1-1 summarizes historical and projected revenues and revenue requirements under existing rates. We also present net cash flow for the projected period. Attachment number 1 Page 6 of 67 SECTION 1.0 EXECUTIVE SUMMARY CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 1-4 Table 1-1 Clearwater Gas System Historical and Projected Revenues & Revenue Requirements Under Existing Rates with Inflation Adjustment1 Line No.Description FY 04/05 FY 05/06 FY 06/07 FY 07/08 FY 08/09 FY 09/10 FY 10/11 FY 11/12 FY 12/13 FY 13/14 $$$$$$$$$$ 1 Operating Revenue 2 Gas Sales 3 Fuel Revenue - Pasco 2,308,668 2,951,745 2,610,647 2,959,559 2,654,622 2,806,647 2,822,367 2,847,165 2,871,963 2,896,761 4 Fuel Revenue - Pinellas 17,688,669 21,782,985 17,909,266 19,938,287 14,107,268 14,889,371 14,768,559 14,877,780 14,990,228 15,102,841 5 Customer Fuel Surcharge - Pasco - 18,060 18,060 18,240 18,420 18,600 6 Fuel Related Dividend Collection 1,462,030 2,221,866 1,219,977 1,219,977 1,219,977 1,219,977 7 Total Fuel Revenue 19,997,337 24,734,730 20,519,913 22,897,845 18,223,920 19,935,944 18,828,963 18,963,162 19,100,589 19,238,180 8 Non-Fuel Sales Revenue - Pasco 1,189,206 1,308,355 1,420,595 1,446,045 1,693,405 1,697,534 1,750,756 1,811,458 1,874,555 1,940,137 9 Non-Fuel Sales Revenue - Pinellas 9,052,402 9,003,073 8,856,198 8,618,183 8,883,379 8,593,455 8,807,511 9,103,968 9,414,207 9,736,719 10 Weather Normalization Adjustment Revenue 109,389 (68) 162,032 261,676 (12) 11 Energy Conservation Adjustment Revenue 1,112,957 1,405,454 1,667,358 1,316,074 831,265 2,285,925 2,275,068 2,291,820 2,308,976 2,326,152 12 ECA Related Dividend Collection 65,030 137,838 54,264 54,264 54,264 54,264 13 Regulatory Imposition Adjustment Revenue 99,585 120,742 51,545 (0) 7,678 207,811 206,824 208,347 209,907 211,468 14 Total Gas Margin 11,563,539 11,837,556 12,157,729 11,641,978 11,480,745 12,922,563 13,094,423 13,469,857 13,861,909 14,268,740 15 Total Gas Sales Revenue 31,560,876 36,572,286 32,677,642 34,539,823 29,704,665 32,858,507 31,923,387 32,433,019 32,962,498 33,506,920 16 Other Revenue 17 LP Sale Revenue Credit (1)(64,254) 15,777 34,629 101,922 167,949 168,000 168,000 168,000 168,000 168,000 18 Service Charges to Customers 4,572,138 5,104,597 4,664,381 4,091,194 3,638,170 3,447,000 3,450,000 3,450,000 3,450,000 3,450,000 19 Total Other Revenue 4,507,884 5,120,374 4,699,010 4,193,117 3,806,119 3,615,000 3,618,000 3,618,000 3,618,000 3,618,000 20 Total Operating Revenue 36,068,760 41,692,660 37,376,651 38,732,940 33,510,784 36,473,507 35,541,387 36,051,019 36,580,498 37,124,920 21 Revenue Requirements 22 Gas Purchased 18,946,990 21,935,185 18,279,645 21,021,990 16,469,049 17,714,078 17,608,986 17,743,185 17,880,611 18,018,202 23 Operating & Maintenance /A&G 6,960,144 7,362,792 7,468,982 7,648,591 6,065,282 6,792,280 6,996,200 7,206,000 7,422,200 7,644,800 24 Project Expenses 330,000 300,000 400,000 400,000 400,000 25 RIA/ECA Recovery 1,372,454 1,342,491 1,275,703 1,244,760 1,164,571 2,493,736 2,481,892 2,500,167 2,518,883 2,537,621 26 Taxes 2,174,044 2,321,270 2,175,143 2,136,971 2,072,695 1,906,000 1,906,000 1,906,000 1,906,000 1,906,000 27 Total Operating Expenses 29,453,633 32,961,737 29,199,472 32,052,313 25,771,598 29,236,094 29,293,078 29,755,353 30,127,694 30,506,623 28 Operating Income 6,615,127 8,730,923 8,177,179 6,680,627 7,739,185 7,237,413 6,248,309 6,295,667 6,452,803 6,618,297 29 Depreciation Expense (1,508,448) (1,570,743) (1,651,893) (1,742,867) (1,797,396) (1,947,696) (2,019,696) (2,088,696) (2,159,196) (2,229,696) 30 Net Operating Income before Transfer 5,106,679 7,160,179 6,525,286 4,937,760 5,941,790 5,289,718 4,228,613 4,206,971 4,293,608 4,388,601 31 Non Operating Revenues (Expenses) 32 Earnings on Investments Revenue 327,672 611,995 850,084 595,279 913,557 755,000 755,000 755,000 755,000 755,000 33 Earnings on Investments of Bond Revenue - - - - - - - - - - 34 Interest Expense and Fiscal Charges (1,211,001) (1,189,812) (1,605,262) (939,825) (877,110) (802,450) (753,051) (724,301) (695,551) (665,691) 35 Amortization of Bond Discount and Issue Costs (201,328) (200,908) (41,402) (29,017) (28,499) (29,017) (29,017) (29,017) (29,017) (29,017) 36 Gain (Loss) on Exchange of Assets - - (3,961) - - - - - - - 37 Other Non Operating Revenue 270,490 274,772 246,190 743,310 4,726,688 214,980 214,980 214,980 214,980 214,980 38 Total Non Operating Revenues (814,166) (503,954) (554,351) 369,746 4,734,636 138,513 187,912 216,662 245,412 275,272 39 Net Income before Transfer 4,292,512 6,656,226 5,970,936 5,307,506 10,676,426 5,428,231 4,416,525 4,423,633 4,539,019 4,663,873 40 Transfers In (Out) (2)(1,459,800) (1,411,684) (1,859,423) (1,709,759) (2,037,293) (4,318,260) (1,700,000) (1,700,000) (1,700,000) (1,700,000) 41 Net Income 2,832,712 5,244,542 4,111,513 3,597,747 8,639,133 1,109,971 2,716,525 2,723,633 2,839,019 2,963,873 42 Long Term Debt Principal Payments 43 Revenue Bonds 44 Series 2004 - 180,000 185,000 185,000 205,000 315,000 45 Series 2005 - 225,000 240,000 240,000 250,000 205,000 46 Series 2007 - 370,000 370,000 370,000 370,000 370,000 47 Total Revenue Bonds Principal Payments 770,000 825,000 415,000 770,000 775,000 795,000 795,000 825,000 890,000 48 Plant Extension and Replacements 3,920,000 4,499,000 1,900,000 1,455,000 5,010,000 2,400,000 2,300,000 2,350,000 2,350,000 49 Net Cash Flow 50 Net Income 8,639,133 1,109,971 2,716,525 2,723,633 2,839,019 2,963,873 51 Principal Payments (770,000) (775,000) (795,000) (795,000) (825,000) (890,000) 52 Plant Extension and Replacements (1,455,000) (5,010,000) (2,400,000) (2,300,000) (2,350,000) (2,350,000) 53 Depreciation Expense 1,797,396 1,947,696 2,019,696 2,088,696 2,159,196 2,229,696 54 Amortization of Bond Discount and Issue Costs 28,499 29,017 29,017 29,017 29,017 29,017 55 Net Cash Flow 8,240,028 (2,698,317) 1,570,237 1,746,346 1,852,232 1,982,585 56 Cumulative Cash Flow 13,610,671 21,850,699 19,152,382 20,722,619 22,468,965 24,321,197 26,303,783 57 Margin on Sales 13,235,615 15,144,429 14,314,401 14,689,834 15,081,886 15,488,717 58 Net Cash Flow as % of Margin 62.26%-17.82%10.97%11.89%12.28%12.80% (1) LP revenue less cost of propane less propane O&M (2) The FY 06/07 transfer includes dividend paid to the General Fund of $2.6 million net of a one time payment from the City of $744,208 ProjectedHistorical 1 Revenues for residential and commercial rate schedules, operating and maintenance expenses and administrative and general expense are adjusted annually by a projected inflation rate of 3 percent per annum beginning in FY 10/11. Attachment number 1 Page 7 of 67 Black & Veatch 1-5 CGS derives its revenues from gas and propane sales, interest on reserve funds, and other miscellaneous receipts. CGS’ operating revenues, including sales of propane, have increased by about 3 percent per year from $29.0 million in 2003 to $33.5 million in 2009. The principal reason for the increases in historical revenues is the pass through to customers of increases in the cost of purchased gas. CGS passes through and recovers from customers the cost of purchased gas. We project operating revenues under existing rates to increase slightly to $37.1 million during the projection period. This change in level is primarily due to a combination of inflation adjusted revenue increases and small increases in customer load. Revenue requirements of CGS include operating expenses, debt service on existing and future bonds, transfers to the City, and system improvements financed from current revenues. We project approximately $14.4 million of capital expenditures to be financed through revenues during the 2010-2014 period. In the table below we summarize projected cash financed capital improvements for the natural gas system. These projections were supplied by CGS. Project Capital Expenditures 09/10 10/11 11/12 12/13 13/14 Total $ $ $ $ $ $ Gas Meter Change Pinellas - Out 100,000 - -- - 100,000 Line Relocating Pinellas - Capitalized 100,000 200,000 100,00050,000 50,000 500,000 Pinellas New Mains & Service Lines 3,000,000 1,500,000 1,500,0001,500,000 1,500,000 9,000,000 Pasco New Mains & Service Lines 1,500,000 250,000 250,000250,000 250,000 2,500,000 Pasco Gas Meter Change - Out 210,000 50,000 50,00050,000 50,000 410,000 Line Relocation Pasco - Capitalized - - - 100,000 100,000 200,000 Building Renovation - Capitalized 100,000 - -- - 100,000 Future IMS software and hardware - - -- - - Gas Mains Program funded by Dividend - - -- - - Expanded Energy Conservation - 200,000 200,000200,000 200,000 800,000 NGV - 200,000 200,000200,000 200,000 800,000 Total New Capital 5,010,000 2,400,000 2,300,0002,350,000 2,350,000 14,410,000 Attachment number 1 Page 8 of 67 Black & Veatch 1-6 Class Cost of Service To compare allocated costs of service and revenues under present rates, a test year is chosen that is considered to be typical of system operations. The test year for our cost of service analyses for CGS is 2010. For analysis purposes, the test year costs of service are expressed in terms of operating expenses, depreciation, transfers, and funds available for capital improvements and/or reserve requirements. We allocate test year costs of service to the various customer classes of CGS on the basis of the units of service rendered. We then compare allocated costs of service with revenues under existing rates to determine the return on allocated net plant for each customer class. The results of the cost of service study should be viewed in the context of the relative return being earned by CGS from these customer classes. Our results indicate that under existing rates, with the exception of the single family residential rate class, all of the rates of return are positive and the rate of return for each class is above the overall rate of return. Suggested Rate Adjustments Based on the results shown in Table 1-1, CGS’ existing rates are adequate to meet its operating needs over the forecast period; over that time cumulative cash flow remains positive. Therefore, we recommend only minor changes to existing rates as follows: 1. Recompute the commercial use per customer factor contained in the Usage and Inflation Adjustment (UIA) mechanism to include all commercial customers, in order to reflect the migration of former contract customers to standard commercial tariffs. 2. Regularly monitor the rates charged by competitors for propane. Our projections are based on service to propane customers essentially breaking even. Charges for propane service should be increased to the extent possible when competitive factors are considered and to encourage the load levels that CGS desires. 3. Regularly monitor service charge rates and consider adopting a new pricing structure that establishes a per trip charge plus quarter hourly rates for time on-site. Beyond the timeline captured in our study, it is suggested that CGS review anticipated cash flow and rates levels to confirm that adequate funding is maintained for its ongoing operating and capital investment needs. Table 1-3 compares typical bills under CGS’ recommended rates with Progress Energy and Withlacoochee River Electric Cooperative (WREC) for a residential customer. As shown in Table 1- 3, CGS holds a competitive advantage to both Progress Energy and WREC for hot water, space heating and cooking. Attachment number 1 Page 9 of 67 Black & Veatch 1-7 Table 1-3 Clearwater Gas System Comparison of Residential Bills with Recommended Rates to Progress Energy and Withlacoochee River Electric Cooperative Difference from CGS Progress Energy WREC CGS (1)Progress Energy WREC $/kWh$/kWh$/therm Total Rate0.135880.100631.48 Estimated Energy ConsumptionkWhkWhTherms Heating (2)22502250150 Hot Water50005000170 Cooking2000200045 Annual Cost Heating305.73$ 226.42$ 222.00$ (83.73)$ -27.4%(4.42)$ -2.0% Hot Water679.40$ 503.15$ 251.60$ (427.80)$ -63.0%(251.55)$ -50.0% Cooking271.76$ 201.26$ 66.60$ (205.16)$ -75.5%(134.66)$ -66.9% Total1,256.89$ 930.83$ 540.20$ (716.69)$ -57.0%(390.63)$ -42.0% (1) Rates as of 1st Qtr 2010 (2) Electric Assumes 200 percent efficient air to air heat pump and gas assumes 90 percent efficient furnace Note. 1 MMBtu equals 293 kWh at 100 percent efficiency. Progres Energy rates are for 1,000 kWh and above. Progres Energy rates source: http://progress-energy.com/custservice/flares/communicate/ResRates.pdf Attachment number 1 Page 10 of 67 SECTION 2.0 REVENUES AND REVENUE REQUIREMENTS CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 2-8 SECTION 2.0 REVENUES AND REVENUE REQUIREMENTS CGS provides service to residential, commercial, and industrial customers in Pinellas and Pasco Counties. Projection of Number of Natural Gas Customers, Throughput, and Sales Revenues Table 2-1 summarizes historical and projected average number of customers, throughput, and revenues under existing rates for each natural gas rate schedule. The number of customers served by CGS has increased by about 60 customers, or approximately 0.4 percent, from 17,329 in 2008 to 17,389 in 2009. The increase in customers is largely attributable to the addition of small customers and small contracts. For the period 2005-2009, throughput (sales) has averaged about 21,338,018 therms. Based upon recent history, we project that number of customers and throughput will increase slightly during the projected period. Our projection of numbers of customers and throughput are conservative based on our discussion with management regarding marketing efforts and potential large load additions. We reflect actual number of customers billed and throughput through December 2009. We project number of customers and weather normalized throughput to increase slightly by 2014 to 18,188 and 21,146,839 therms, respectively. Throughout the projection period, we assume that use per customer (therms per customer) is constant at the level experienced by CGS over the recent historical period. However, as shown in Figure 2-1, Residential use per customer has experienced a consistent and significant decline over the 1995-2005 period with a leveling off over the last five years. While the numbers in Figure 2-1 are not weather normalized with the exception of the figure shown for FY 2010, the historical decline exhibited is too large to be explained by weather since heating degree-days in Clearwater are relatively low. Residential Single-Family use per customer has declined from 270 therms per year FY 1996 to approximately 205 therms per year in FY 2009. It should be noted that weather conditions during FY 2008 were significantly warmer than normal and in FY 2009 about normal as measured by heating degree-days. FY 2008 was approximately 35 percent warmer than normal and FY 2009 was approximately 3 percent colder than normal. The weather normalized use per Residential Single-Family customer reflected in the projected period is 204 therms per year. The weather normalized use per Standard Commercial Rate2 customer used in the project is 4,939 therms per year. The historical decline experienced in Clearwater is consistent with trends we have seen throughout the country as older less efficient equipment (water heaters and furnaces, primarily) are being replaced with more efficient equipment. This decline appears to be primarily contained to the Residential customer classes. 2 CGS rate schedules NSFC, NMFC, NLFC, NSGS, NMGS and NLGS. Attachment number 1 Page 11 of 67 SECTION 2.0 REVENUES AND REVENUE REQUIREMENTS CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 2-9 Figure 2-1 Clearwater Gas System Residential Single-Family Use per Customer 150 170 190 210 230 250 270 290 FY 95/96FY 02/03FY 03/04FY 04/05FY 05/06FY 06/07 FY 07/08 FY 08/09 FY 09/10 Annual Use per Residential Single-Family Customer Th e r m s The class throughput forecasts are based on the product of the number of customers and the use per customer forecasts. For customer classes whose usage is weather dependent (residential and commercial), the use per customer forecasts are based on regression analyses of use per customer versus heating degree-days and time to take into account changes in usage characteristics over time. Normal (weather normalized) use per customer is then forecast using the regression coefficients and normal heating degree-days. We base our forecast on annual heating degree-days of 495 which is the average experienced in Clearwater over the last 10 years. For customer classes whose usage is not weather dependent (interruptible and industrial), the primary consideration is the historical trend in use per customer. We project operating revenues under existing rates to increase slightly to $37.1 million during the projection period, which is consistent with our underlying assumption with regards to number of customers and inflation adjustment. Under existing rates, we assume the cost of gas to be $0.88 per therm except for contract and interruptible customers. Attachment number 1 Page 12 of 67 Black & Veatch 2-10 Table 2-1 Clearwater Gas System Historical and Projected Customer, Sales, and Revenues Fiscal Year Ending Sept. 30 Single-Family 1-3 U (NRS) Small Res M- Fam (NSFD) Medium Res M-Fam (NMFD) Large Res. M- Fam (NLFD) Small Com. M- Fam (NSFC) Med. Com. M- Fam (NMFC) Large Com. M- Fam (NLFC) Small Commercial (NSGS) Medium Commercial (NMGS) Large Commercial (NLGS)Vehicle (NGV) Standby (NSS) Lights (SL. No Maint) Lights (SL. With Maint)Res. (NRAC)Small (NGAC) Historical - Total FY 04/0514,3216042115801,0728420100483 FY 05/0614,5726242120801,0858520150283 FY 06/0714,9616042119801,1767310191293 FY 07/0815,1015842113801,2336810201283 FY 08/0915,1885742109701,5059640201142 Projected FY 09/1015,2605642107701,60911040210132 FY 10/1115,4125642107701,64011040210132 FY 11/1215,5675642107701,67311040210132 FY 12/1315,7235642107701,70711040210132 FY 13/1415,8805642107701,74111040210132 Fiscal Year Ending Sept. 30 Single-Family 1-3 U (NRS) Small Res M- Fam (NSFD) Medium Res M-Fam (NMFD) Large Res. M- Fam (NLFD) Small Com. M- Fam (NSFC) Med. Com. M- Fam (NMFC) Large Com. M- Fam (NLFC) Small Commercial (NSGS) Medium Commercial (NMGS) Large Commercial (NLGS)Vehicle (NGV) Standby (NSS) Lights (SL. No Maint) Lights (SL. With Maint)Res. (NRAC)Small (NGAC) Historical FY 04/053,035,19077,303158,299130,209325,812132,640 03,345,3031,610,80124,81801,841010,1521,10317,742 FY 05/062,858,70793,996162,923119,986340,581127,494 03,089,2971,638,34613,64101,269723,30091514,252 FY 06/072,872,41487,586149,844117,349315,73397,1860 3,593,1541,568,81198,47501,4527,0019,89554014,616 FY 07/082,758,92282,015134,214107,450290,83983,186 03,693,1491,603,162128,03101,8124,7019,9423867,119 FY 08/093,106,64381,457150,804115,060291,46681,276 05,497,6952,118,053387,69602,4105,2399705441,167 Projected FY 09/103,108,36179,555150,096114,185282,89280,258 05,894,4362,427,741387,69602,53409704081,167 FY 10/113,139,37279,555150,096114,185282,89280,258 06,001,5492,427,741387,69602,53409704081,167 FY 11/123,171,01579,555150,096114,185282,89280,258 06,122,2002,427,741387,69602,53409704081,167 FY 12/133,202,84579,555150,096114,185282,89280,258 06,246,3322,427,741387,69602,53409704081,167 FY 13/143,234,86279,555150,096114,185282,89280,258 06,370,4642,427,741387,69602,53409704081,167 Fiscal Year Ending Sept. 30 Single-Family 1-3 U (NRS) Small Res M- Fam (NSFD) Medium Res M-Fam (NMFD) Large Res. M- Fam (NLFD) Small Com. M- Fam (NSFC) Med. Com. M- Fam (NMFC) Large Com. M- Fam (NLFC) Small Commercial (NSGS) Medium Commercial (NMGS) Large Commercial (NLGS)Vehicle (NGV) Standby (NSS) Lights (SL. No Maint) Lights (SL. With Maint)Res. (NRAC)Small (NGAC) Historical FY 04/056,749,198$ 152,035$ 287,037$ 235,810$ 573,358$ 218,832$ -$ 5,865,885$ 2,652,335$ 40,485$ -$ 8,030$ -$ 16,177$ 2,135$ 25,084$ FY 05/067,475,119$ 213,594$ 345,425$ 256,773$ 726,107$ 254,485$ -$ 6,400,928$ 3,182,057$ 28,317$ -$ 11,576$ 1,316$ 9,422$ 2,217$ 25,017$ FY 06/076,974,624$ 183,074$ 289,394$ 227,496$ 603,000$ 174,021$ -$ 6,774,564$ 2,766,794$ 172,322$ -$ 13,544$ 11,494$ 18,394$ 1,316$ 22,466$ FY 07/086,710,224$ 169,615$ 258,636$ 207,017$ 539,025$ 144,467$ -$ 6,971,248$ 2,819,657$ 218,187$ -$ 15,217$ 7,601$ 16,597$ 967$ 11,019$ FY 08/096,876,487$ 150,101$ 248,188$ 193,072$ 506,430$ 129,349$ -$ 8,983,064$ 3,203,170$ 562,868$ -$ 15,619$ 6,979$ 1,592$ 1,084$ 2,351$ Projected FY 09/106,074,650$ 124,995$ 206,051$ 157,571$ 411,175$ 106,090$ -$ 8,381,964$ 3,160,309$ 477,550$ -$ 15,995$ -$ 1,433$ 800$ 1,802$ FY 10/116,235,936$ 126,644$ 208,270$ 159,284$ 416,042$ 107,154$ -$ 8,632,197$ 3,191,026$ 481,641$ -$ 15,995$ -$ 1,433$ 800$ 1,802$ FY 11/126,403,520$ 128,343$ 210,555$ 161,048$ 421,055$ 108,250$ -$ 8,908,261$ 3,222,664$ 485,855$ -$ 15,995$ -$ 1,433$ 800$ 1,802$ FY 12/136,576,759$ 130,093$ 212,910$ 162,865$ 426,218$ 109,378$ -$ 9,196,644$ 3,255,251$ 490,195$ -$ 15,995$ -$ 1,433$ 800$ 1,802$ FY 13/146,755,864$ 131,896$ 215,334$ 164,736$ 431,537$ 110,541$ -$ 9,492,607$ 3,288,817$ 494,666$ -$ 15,995$ -$ 1,433$ 800$ 1,802$ Historical and Projected Throughput (Therms) Historical and Projected Gas Revenues Under Existing Rates with inflation ($) Black & Veatch 2-11 Table 2-1 (Continued) Clearwater Gas System Historical and Projected Customer, Sales, and Revenues Fiscal Year Ending Sept. 30 Large (NLAC) Small Contracts Medium Contracts Large Contracts Standard (IS) NISB* Standard (IS) NISC Standard (IS) NISD Standard (IS) NISE Standard (IS) NISF Standard (IS) NISG Standard (IS) NISH Standard (IS) NISI Standard (IS) NISJ Standard (IS) NISK**TotalChange Historical - Total FY 04/0507018614211121113116,508 FY 05/0606918110211121113116,7641.55% FY 06/070640808211121113017,1792.48% FY 07/080610777211121113017,3290.87% FY 08/090327444211121113117,3890.35% Projected FY 09/100206283211121113117,4370.28% FY 10/110206283111121113117,6191.04% FY 11/120206283111121113117,8071.07% FY 12/130206283111121113117,9971.07% FY 13/140206283111121113118,1881.06% Fiscal Year Ending Sept. 30 Large (NLAC) Small Contracts Medium Contracts Large Contracts Standard (IS) NISB* Standard (IS) NISC Standard (IS) NISD Standard (IS) NISE Standard (IS) NISF Standard (IS) NISG Standard (IS) NISH Standard (IS) NISI Standard (IS) NISJ Standard (IS) NISK**TotalChange Historical - Total FY 04/0505,082,6001,935,0481,015,996467,578187,076272,544997,257223,354602,873169,394225,8091,648,0139,05121,707,804 FY 05/0605,163,3431,736,864934,244511,572207,445279,382968,344187,813606,795165,920227,3691,964,024206 21,418,102-1.33% FY 06/0704,672,0341,843,662696,431504,486206,088271,588974,924157,657581,591182,288228,3652,120,258021,373,429-0.21% FY 07/0804,280,2071,714,976693,639506,722189,441273,0431,009,457162,658582,891167,457204,5371,999,172 020,689,128-3.20% FY 08/0902,521,2561,035,066518,588481,998184,083243,866940,022171,710628,379167,815215,5662,029,424523,37621,501,6273.93% Projected FY 09/1001,599,180676,478388,941481,998184,083243,866940,022171,710628,379167,815215,5662,029,424523,37620,781,134-3.35% FY 10/1101,599,180676,478388,941245,173184,083243,866940,022171,710628,379167,815215,5662,029,424523,37620,682,434-0.47% FY 11/1201,599,180676,478388,941245,173184,083243,866940,022171,710628,379167,815215,5662,029,424523,37620,834,7290.74% FY 12/1301,599,180676,478388,941245,173184,083243,866940,022171,710628,379167,815215,5662,029,424523,37620,990,6910.75% FY 13/1401,599,180676,478388,941245,173184,083243,866940,022171,710628,379167,815215,5662,029,424523,37621,146,8390.74% Fiscal Year Ending Sept. 30 Large (NLAC) Small Contracts Medium Contracts Large Contracts Standard (IS) NISB* Standard (IS) NISC Standard (IS) NISD Standard (IS) NISE Standard (IS) NISF Standard (IS) NISG Standard (IS) NISH Standard (IS) NISI Standard (IS) NISJ Standard (IS) NISK**TotalChange Historical - Total FY 04/05-$ 6,918,261$ 2,451,763$ 1,283,025$ 610,887$ 144,608$ 247,557$ 769,388$ 174,983$ 429,540$ 175,326$ 225,606$ 918,406$ 9,218$ 31,184,969$ FY 05/06-$ 8,302,207$ 2,647,590$ 1,471,655$ 789,470$ 159,459$ 256,038$ 747,425$ 148,216$ 432,625$ 257,736$ 240,676$ 2,209,382$ 1,234$ 36,596,065$ 17.35% FY 06/07-$ 7,006,543$ 2,633,224$ 997,806$ 686,727$ 160,050$ 250,998$ 752,491$ 124,996$ 414,730$ 249,781$ 257,904$ 1,984,571$ -$ 33,752,326$ -7.77% FY 07/08-$ 6,545,991$ 2,536,528$ 1,010,797$ 712,614$ 148,123$ 253,747$ 779,082$ 128,847$ 415,653$ 234,878$ 256,678$ 2,277,522$ -$ 33,389,938$ -1.07% FY 08/09-$ 3,779,612$ 1,463,553$ 718,469$ 601,696$ 147,595$ 223,718$ 725,617$ 133,426$ 437,500$ 210,451$ 217,260$ 1,801,025$ 566,896$ 31,907,175$ -4.44% Projected FY 09/10-$ 2,335,532$ 929,364$ 539,191$ 563,139$ 192,305$ 224,618$ 726,517$ 135,041$ 438,167$ 210,455$ 218,266$ 1,804,140$ 567,946$ 28,005,067$ -12.23% FY 10/11-$ 2,335,532$ 929,364$ 539,191$ 267,487$ 192,305$ 224,618$ 726,517$ 135,041$ 438,167$ 210,455$ 218,266$ 1,804,140$ 567,946$ 28,167,254$ 0.58% FY 11/12-$ 2,335,532$ 929,364$ 539,191$ 267,487$ 192,305$ 224,618$ 726,517$ 135,041$ 438,167$ 210,455$ 218,266$ 1,804,140$ 567,946$ 28,658,611$ 1.74% FY 12/13-$ 2,335,532$ 929,364$ 539,191$ 267,487$ 192,305$ 224,618$ 726,517$ 135,041$ 438,167$ 210,455$ 218,266$ 1,804,140$ 567,946$ 29,169,374$ 1.78% FY 13/14-$ 2,335,532$ 929,364$ 539,191$ 267,487$ 192,305$ 224,618$ 726,517$ 135,041$ 438,167$ 210,455$ 218,266$ 1,804,140$ 567,946$ 29,695,058$ 1.80% Historical and Projected Gas Revenues Under Existing Rates with inflation ($) Historical and Projected Throughput (Therms) SECTION 2.0 REVENUES AND REVENUE REQUIREMENTS CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 2-12 Adequacy of the existing rates is tested by comparing revenues under existing rates with revenue requirements. To help test the reasonableness of individual rate schedules, revenue requirements are allocated to cost functions and to customer classes. The resulting allocated cost can be used as a measure of the reasonableness of recommended rate levels. Revenue and Revenue Requirements Revenues of CGS consist of operating and non-operating revenues. Revenue requirements of CGS consist of operating expenses, debt service requirements, and financing of capital improvements. Revenues in excess of revenue requirements represent net revenues available to CGS to make contributions to the general operating fund of the City and to provide a reserve for CGS contingencies. An analysis of future revenue requirements of CGS is presented in Table 2-2. The use of a future period is used to determine the adequacy of existing natural gas rates to meet the operating expenses, transfers, depreciation expense, and non-operating expenses. Also, the adequacy of net cash is tested to determine whether sufficient cash is generated to fund capital improvements internally. We show historical data from the years 2005 through 2009 and we project future revenue requirements for the four-year period 2010 through 2014. Historical information is based on financial statements and information provided to us by CGS. Projections for the forecast period reflect current inflationary trends and short and long-range capital improvement program for CGS, as provided by CGS staff. Revenues CGS’ operating revenues are shown in Table 2-23, Lines 1 through 20. Operating revenues are directly affected by the level of rate charges and gas costs, which are passed through directly to CGS’ customers. Operating revenues consist principally of revenues from the distribution of gas utility service to CGS customers. On a monthly basis, CGS changes rates to reflect increases and decreases in the cost of gas that CGS purchases for its sales service customers. In the study, it was assumed that existing rates will be adjusted by 3 percent annually to account for inflation, as allowed by the existing Usage and Inflation Adjustment (UIA) mechanism. As discussed in the Operating Expenses section of the report, O&M and A&G costs were also adjusted by 3 percent annually. The volumes used for Table 2-2 already reflect normal weather and no additional decline in use per 3 Note that projected Total Gas Sales Revenue shown on line 15 of Table 2-2 reconciles to the Total Revenue column on Table 2-1 by excluding the following Table 2-2 items: a. Line 6, Fuel Related Dividend Collection b. Line 11, Energy Conservation Adjustment Revenue c. Line 12, ECA Related Dividend Collection d. Line 13, Environmental Imposition Adjustment Revenue Attachment number 1 Page 15 of 67 SECTION 2.0 REVENUES AND REVENUE REQUIREMENTS CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 2-13 customer. To the extent that weather is abnormal and Residential usage actually declines in the projected period, the proposed UIA should adjust rates to collect the shortfall. Other revenues, shown on Lines 16 through 19, include revenues associated with LP sales revenue credit, gas service charges, appliance sales, franchise fees, gross receipts tax collection, installation charges, inspection fees, and late payment fees. We project other revenues to remain flat at $3.6 million during the forecast period. Attachment number 1 Page 16 of 67 SECTION 2.0 REVENUES AND REVENUE REQUIREMENTS CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 2-14 Table 2-2 Clearwater Gas System Historical and Projected Revenues & Revenue Requirements Under Existing Rates with Inflation Adjustment4 Line No.Description FY 04/05 FY 05/06 FY 06/07 FY 07/08 FY 08/09 FY 09/10 FY 10/11 FY 11/12 FY 12/13 FY 13/14 $$$$$$$$$$ 1 Operating Revenue 2 Gas Sales 3 Fuel Revenue - Pasco 2,308,668 2,951,745 2,610,647 2,959,559 2,654,622 2,806,647 2,822,367 2,847,165 2,871,963 2,896,761 4 Fuel Revenue - Pinellas 17,688,669 21,782,985 17,909,266 19,938,287 14,107,268 14,889,371 14,768,559 14,877,780 14,990,228 15,102,841 5 Customer Fuel Surcharge - Pasco - 18,060 18,060 18,240 18,420 18,600 6 Fuel Related Dividend Collection 1,462,030 2,221,866 1,219,977 1,219,977 1,219,977 1,219,977 7 Total Fuel Revenue 19,997,337 24,734,730 20,519,913 22,897,845 18,223,920 19,935,944 18,828,963 18,963,162 19,100,589 19,238,180 8 Non-Fuel Sales Revenue - Pasco 1,189,206 1,308,355 1,420,595 1,446,045 1,693,405 1,697,534 1,750,756 1,811,458 1,874,555 1,940,137 9 Non-Fuel Sales Revenue - Pinellas 9,052,402 9,003,073 8,856,198 8,618,183 8,883,379 8,593,455 8,807,511 9,103,968 9,414,207 9,736,719 10 Weather Normalization Adjustment Revenue 109,389 (68) 162,032 261,676 (12) 11 Energy Conservation Adjustment Revenue 1,112,957 1,405,454 1,667,358 1,316,074 831,265 2,285,925 2,275,068 2,291,820 2,308,976 2,326,152 12 ECA Related Dividend Collection 65,030 137,838 54,264 54,264 54,264 54,264 13 Regulatory Imposition Adjustment Revenue 99,585 120,742 51,545 (0) 7,678 207,811 206,824 208,347 209,907 211,468 14 Total Gas Margin 11,563,539 11,837,556 12,157,729 11,641,978 11,480,745 12,922,563 13,094,423 13,469,857 13,861,909 14,268,740 15 Total Gas Sales Revenue 31,560,876 36,572,286 32,677,642 34,539,823 29,704,665 32,858,507 31,923,387 32,433,019 32,962,498 33,506,920 16 Other Revenue 17 LP Sale Revenue Credit (1)(64,254) 15,777 34,629 101,922 167,949 168,000 168,000 168,000 168,000 168,000 18 Service Charges to Customers 4,572,138 5,104,597 4,664,381 4,091,194 3,638,170 3,447,000 3,450,000 3,450,000 3,450,000 3,450,000 19 Total Other Revenue 4,507,884 5,120,374 4,699,010 4,193,117 3,806,119 3,615,000 3,618,000 3,618,000 3,618,000 3,618,000 20 Total Operating Revenue 36,068,760 41,692,660 37,376,651 38,732,940 33,510,784 36,473,507 35,541,387 36,051,019 36,580,498 37,124,920 21 Revenue Requirements 22 Gas Purchased 18,946,990 21,935,185 18,279,645 21,021,990 16,469,049 17,714,078 17,608,986 17,743,185 17,880,611 18,018,202 23 Operating & Maintenance /A&G 6,960,144 7,362,792 7,468,982 7,648,591 6,065,282 6,792,280 6,996,200 7,206,000 7,422,200 7,644,800 24 Project Expenses 330,000 300,000 400,000 400,000 400,000 25 RIA/ECA Recovery 1,372,454 1,342,491 1,275,703 1,244,760 1,164,571 2,493,736 2,481,892 2,500,167 2,518,883 2,537,621 26 Taxes 2,174,044 2,321,270 2,175,143 2,136,971 2,072,695 1,906,000 1,906,000 1,906,000 1,906,000 1,906,000 27 Total Operating Expenses 29,453,633 32,961,737 29,199,472 32,052,313 25,771,598 29,236,094 29,293,078 29,755,353 30,127,694 30,506,623 28 Operating Income 6,615,127 8,730,923 8,177,179 6,680,627 7,739,185 7,237,413 6,248,309 6,295,667 6,452,803 6,618,297 29 Depreciation Expense (1,508,448) (1,570,743) (1,651,893) (1,742,867) (1,797,396) (1,947,696) (2,019,696) (2,088,696) (2,159,196) (2,229,696) 30 Net Operating Income before Transfer 5,106,679 7,160,179 6,525,286 4,937,760 5,941,790 5,289,718 4,228,613 4,206,971 4,293,608 4,388,601 31 Non Operating Revenues (Expenses) 32 Earnings on Investments Revenue 327,672 611,995 850,084 595,279 913,557 755,000 755,000 755,000 755,000 755,000 33 Earnings on Investments of Bond Revenue - - - - - - - - - - 34 Interest Expense and Fiscal Charges (1,211,001) (1,189,812) (1,605,262) (939,825) (877,110) (802,450) (753,051) (724,301) (695,551) (665,691) 35 Amortization of Bond Discount and Issue Costs (201,328) (200,908) (41,402) (29,017) (28,499) (29,017) (29,017) (29,017) (29,017) (29,017) 36 Gain (Loss) on Exchange of Assets - - (3,961) - - - - - - - 37 Other Non Operating Revenue 270,490 274,772 246,190 743,310 4,726,688 214,980 214,980 214,980 214,980 214,980 38 Total Non Operating Revenues (814,166) (503,954) (554,351) 369,746 4,734,636 138,513 187,912 216,662 245,412 275,272 39 Net Income before Transfer 4,292,512 6,656,226 5,970,936 5,307,506 10,676,426 5,428,231 4,416,525 4,423,633 4,539,019 4,663,873 40 Transfers In (Out) (2)(1,459,800) (1,411,684) (1,859,423) (1,709,759) (2,037,293) (4,318,260) (1,700,000) (1,700,000) (1,700,000) (1,700,000) 41 Net Income 2,832,712 5,244,542 4,111,513 3,597,747 8,639,133 1,109,971 2,716,525 2,723,633 2,839,019 2,963,873 42 Long Term Debt Principal Payments 43 Revenue Bonds 44 Series 2004 - 180,000 185,000 185,000 205,000 315,000 45 Series 2005 - 225,000 240,000 240,000 250,000 205,000 46 Series 2007 - 370,000 370,000 370,000 370,000 370,000 47 Total Revenue Bonds Principal Payments 770,000 825,000 415,000 770,000 775,000 795,000 795,000 825,000 890,000 48 Plant Extension and Replacements 3,920,000 4,499,000 1,900,000 1,455,000 5,010,000 2,400,000 2,300,000 2,350,000 2,350,000 49 Net Cash Flow 50 Net Income 8,639,133 1,109,971 2,716,525 2,723,633 2,839,019 2,963,873 51 Principal Payments (770,000) (775,000) (795,000) (795,000) (825,000) (890,000) 52 Plant Extension and Replacements (1,455,000) (5,010,000) (2,400,000) (2,300,000) (2,350,000) (2,350,000) 53 Depreciation Expense 1,797,396 1,947,696 2,019,696 2,088,696 2,159,196 2,229,696 54 Amortization of Bond Discount and Issue Costs 28,499 29,017 29,017 29,017 29,017 29,017 55 Net Cash Flow 8,240,028 (2,698,317) 1,570,237 1,746,346 1,852,232 1,982,585 56 Cumulative Cash Flow 13,610,671 21,850,699 19,152,382 20,722,619 22,468,965 24,321,197 26,303,783 57 Margin on Sales 13,235,615 15,144,429 14,314,401 14,689,834 15,081,886 15,488,717 58 Net Cash Flow as % of Margin 62.26%-17.82%10.97%11.89%12.28%12.80% (1) LP revenue less cost of propane less propane O&M (2) The FY 06/07 transfer includes dividend paid to the General Fund of $2.6 million net of a one time payment from the City of $744,208 ProjectedHistorical 4 Revenues for residential and commercial rate schedules, operating and maintenance expenses and administrative and general expense are adjusted annually by a projected inflation rate of 3 percent per annum beginning in FY 10/11. Attachment number 1 Page 17 of 67 SECTION 2.0 REVENUES AND REVENUE REQUIREMENTS CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 2-15 Revenue Requirements Operating Expenses Operating expenses include purchased gas expense, operation and maintenance expense, administrative and general expense, and other expenses. Projections of future operating expense are based on analyses of historical trends in operating data, with consideration of both current and anticipated future operating conditions and inflationary impacts. Total operating expenses (Table 2-2, Line 27) have declined somewhat over the past six years from $29 million in 2005 to $26 million in 2009. The largest O&M expense is the cost of purchased gas. Purchased gas expense decreased from $19 million in 2005 to $16 million in 2009 (Line 22). CGS passes along changes in natural gas costs to its retail customers on a monthly basis through a purchased gas adjustment (PGA). Operation and maintenance (O&M) and administrative and general (A&G) expense are shown in aggregate on Line 23 of Table 2-2. These expenses include salaries and employee benefits, materials and supplies, repairs and maintenance, contractual services, and office and utility expenses. O&M and A&G expenses have increased about 3 percent per year during the historical period. We project O&M and A&G expenses to increase about 3 percent annually, growing from $6.0 million in 2009 to $7.6 million by 2014. Much of this increase is attributable to the continued increases in salaries and benefits. Project expenses on Line 24, approximately equal to 14 percent of forecasted capital improvements, are treated in the same fashion as operation and maintenance and A&G expenses. RIA/ECA recovery shown in Line 25, are expenses that are recovered through the RIA and ECA riders in CGS’ tariff. The ECA is the Energy Conservation Adjustment is intended to recover costs associated with energy conservation programs. The RIA is the Environmental Imposition Adjustment and is intended to recover the cost of environmental programs imposed on CGS by federal, state, or local regulatory agencies. The taxes shown on Line 26 primarily consist of franchise and gross receipts taxes. Non-operating revenues/expenses include interest income, interest expenses and fiscal charges, amortization of bond discount and issue costs and other non-operating revenues. These revenues and expenses are shown on Table 2-2, Lines 31 through 38. Interest earnings, amortization of debt issuance costs and other operating revenues are forecast to remain flat during the forecast period. Interest expenses are forecasted to decline through the period consistent with CGS paying down debt during the period. Attachment number 1 Page 18 of 67 SECTION 2.0 REVENUES AND REVENUE REQUIREMENTS CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 2-16 Transfers to the City CGS’ payment to the City has ranged from $1.4 million to $2.0 million during the historical period (Line 40). Based on our discussion with CGS management, we have forecast CGS’ annual payment to the City to equal the greater of one-half of the previous year’s net income, or a minimum of $1.7 million during the forecast period. If the transfer should exceed this amount, a base rate increase may be necessary to provide adequate cash flow for CGS. Such an increase could negatively impact CGS competitiveness. Depreciation Depreciation is also classified as an operating expense and hence a revenue requirement. This concept follows generally accepted accounting practices. Since depreciation represents a non-cash item, it does not create a cash requirement. Depreciation is the method by which the cost of capital investment is charged to operations over the life of the property. We forecast the annual depreciation expense (Line 29) for CGS to increase from $1.8 million in 2009 to $2.2 million in 2014. The increase in depreciation expense is based on the assumption that CGS will invest in its system the capital amounts shown on Line 48 of Table 2-2. Debt Service Debt service includes interest and principal payments on revenue bonds issued by CGS. CGS currently has three outstanding bond series. The first is related to the issuance of bonds in 2004 to be paid off in fiscal year 2026. The second is related to the issuance of bonds in 2005 to be paid off in fiscal year 2027. The third is related to the issuance of bonds in 2007 to be paid off in fiscal year 2017. The principal payments associated with these debts issues are shown on Lines 44 through 46 on Table 2-2. Principal payments are projected to be approximately $820,000 annually during the forecast period. The interest payments and amortization of debt issuance costs are shown on Line 34 and 35. Plant Extensions and Replacements Plant extensions and replacements include normal annual additions and replacements and the portion of major capital improvements financed from current revenues. Normal additions consist primarily of additions to distribution and general plant facilities. Plant extensions and replacements for CGS for the 2010 through 2014 period are shown on Line 48 of Table 2-2. Using the capital improvement plan provided by CGS, we project capital expenditures to be fairly steady at approximately $2.4 million, with the exception of 2010. This annual amount will be financed through revenues during the 2010-2014 period. We summarize projected capital improvements for CGS in the table below. The steady state nature of the capital expenditures during the forecast period reflects the muted expectations regarding the economic recovery. As discussed Attachment number 1 Page 19 of 67 SECTION 2.0 REVENUES AND REVENUE REQUIREMENTS CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 2-17 more fully below, CGS is generating sufficient cash flow to fund these levels of capital improvements from internal sources without issuing debt. Project Capital Expenditures 09/10 10/11 11/12 12/13 13/14 Total $ $ $ $ $ $ Gas Meter Change Pinellas - Out 100,000- -- - 100,000 Line Relocating Pinellas - Capitalized 100,000200,000 100,00050,000 50,000 500,000 Pinellas New Mains & Service Lines 3,000,0001,500,000 1,500,0001,500,000 1,500,000 9,000,000 Pasco New Mains & Service Lines 1,500,000250,000 250,000250,000 250,000 2,500,000 Pasco Gas Meter Change - Out 210,00050,000 50,00050,000 50,000 410,000 Line Relocation Pasco - Capitalized -- - 100,000 100,000 200,000 Building Renovation - Capitalized 100,000- -- - 100,000 Future IMS software and hardware -- -- - - Gas Mains Program funded by Dividend -- -- - - Expanded Energy Conservation -200,000 200,000200,000 200,000 800,000 NGV -200,000 200,000200,000 200,000 800,000 Total New Capital 5,010,0002,400,000 2,300,0002,350,000 2,350,000 14,410,000 CGS does not plan to issue any debt to support the capital improvements shown above during the 20010-2014 forecast period. Net Cash Flow As shown on Line 55 of Table 2-2, we project CGS’ cumulative cash flow will remain positive through the forecast period. This is in part due to the conservative estimates of capital expenditures anticipated with the muted economic recovery. Based on this analysis, CGS’ existing rates are adequate to meet its capital expenditures over the forecast period. Proposed Rate Adjustment Based on our projections, we do not recommend an overall increase in base rates during the forecast period. Our projections are contingent upon CGS maintaining load levels (customers and throughput) at the levels projected and that costs (including payments to the City) do not increase Attachment number 1 Page 20 of 67 SECTION 2.0 REVENUES AND REVENUE REQUIREMENTS CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 2-18 significantly above the levels projected. Also in the last section of this report, we present a few minor tariff modifications that CGS might consider implementing. Attachment number 1 Page 21 of 67 SECTION 3.0 COST OF SERVICE CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 3-1 SECTION 3.0 COST OF SERVICE Cost of Service Allocation of cost of service to customer classes provides a measure of the responsibility of each customer class for the total cost of utility service provided by CGS. Comparison of these costs with rate revenues under existing rates provides a guide for the development of fair and equitable rates. The allocation of cost of service is based upon conditions estimated for a test year that reflects typical operations of the natural gas system. The cost of service to be recovered from natural gas sales is set to equal to 2010 test year sales operating revenues (under existing rate levels, excluding fuel and ECA related dividend collections) of $34,113,8035. In order to allocate costs of service to customer classifications, test year revenue requirements are separated between operating expense, depreciation expense, transfers, and funds available for capital improvements and/or reserve requirements. The costs related to these elements for the test year are as follows: 2010 Test Year Cost of Service Operating Expense 29,236,094 Depreciation Expense 1,947,696 Transfers(1) 1,700,000 Cap Imp/Reserve Requirements 1,230,014 Total Cost of Service 34,113,803 (1) Normalized to reflect the expected ongoing operating income transfers to the City of Clearwater Operating expenses include operation and maintenance, purchased gas, administrative and general, and bad debt. Depreciation expense is the allocation of an asset’s cost over the useful life of the asset. Transfers are the amount of operating income that is transferred to the City of Clearwater. The balance of annual revenues after operating expenses, transfers, and depreciation expense allowances are funds available for capital improvements and/or reserve requirements. This balance plus depreciation is the total amount of cash flow available. 5 Table 2-2, FY 09/10, Line 20 minus Line 6 minus Line 12. Attachment number 1 Page 22 of 67 SECTION 3.0 COST OF SERVICE CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 3-2 Customer Classifications For purposes of class cost of service, current customer classifications are used. The table below summarizes number of customers, throughput, and revenues under present rates for the test year. Customers, Energy Sales, and Revenues Clearwater Gas System 2010 Test Year Customer Classification Number of Customers Gas Throughput Revenues Under Existing Rates therms $ Residential Single-Family 1-3 U 15,260 3,108,361 6,074,650 Single-Res M-Family 56 79,555 124,995 Medium Res M-Family 4 150,096 206,051 Large Res M-Family 2 114,185 157,571 Subtotal 15,322 3,452,197 6,563,267 Commercial Small Commercial (1) 1,716 6,177,328 8,793,139 Medium Commercial (2) 117 2,507,999 3,266,399 Large Commercial (3) 4 387,696 477,550 Subtotal 1,837 9,073,023 12,537,088 Total (4) 17,159 12,525,220 19,100,355 (1) Small Commercial includes rates NSFC and NSGS (2) Medium Commercial includes rates NMFC and NMGS (3) Large Commercial includes rates NLFC and NLGS (4) Total excludes vehicle, standby, street lighting, air conditioning, contracts and interruptible service because revenues from these rates are credited to cost of service. Basis for Allocation Costs are allocated to customer classes in proportion to the class responsibility for the functional use of the natural gas system. Functional factors used in this study include demand requirements, volume of gas (throughput), and number of customers. A portion of natural gas distribution mains and distribution regulators are examples of capacity related facilities. The investment in these facilities and the expenses associated with their operations are mainly determined by customer peak demands. Costs related to throughput are those that tend to vary with the quantity of natural gas delivered. The commodity cost of purchased gas is a typical Attachment number 1 Page 23 of 67 SECTION 3.0 COST OF SERVICE CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 3-3 example of a throughput related cost that applies to non-transportation customers. Customer related costs are expenses associated with items such as service lines, meters, house regulators, customer billing, and accounting and tend to vary with the number of customers served. Cost Functions The functional classification of cost of service is based upon an analysis of the use of major plant elements. The major plant elements for a natural gas utility include mains, services, meters and regulators, and general plant. We classify the major plant elements to functions and then use this allocation as our basis to allocate operating and maintenance and administrative and general expenses to functions. Table 3-1 shows the functional classification of rate base and expenses. We classify costs into six major functions: distribution - capacity, distribution – commodity, distribution – customer, meters and regulators, services, and customer accounting. With regard to CGS’ investment in mains, we classify 40 percent of the fixed costs as capacity or demand related, 10 percent as commodity or throughput related, and 50 percent as customer related. These percentages are based on our experience with detailed studies we have done for other natural gas distribution utilities. We classify costs associated with the services as services related costs. We classify costs associated with meters and regulators as meters and regulators related costs. We assign 60 and 40 percent, respectively, of O&M expenses (excluding customer accounting and administrative and general) to mains & services and meters as shown on Lines 11 and 12 of Table 3-1. This assignment is based on our experience with the relative relationship of these expenses for other natural gas utilities. We classify customer accounting expenses as customer accounts related costs. Table 3-2 shows the allocation of test year operating expense, depreciation expense, transfers, and funds available for capital improvements and/or reserve requirements to functional classifications. Page 1 of Table 3-2 summarizes the allocators developed in Table 3-1. On Page 2, we then apply the functional allocators to the costs of service. We also show other revenues as a credit to cost of service. The total cost of service on Line 13 excludes the cost of gas associated with revenues that are credited to cost of service as well as RIA/ECA revenues which are not included in the revenues that are compared to cost of service because these revenues are collected through a separate tariff rate. Revenues credited to cost of service include $3.5 million of service charges to customers and $2.4 million in net revenues to classes credited to cost of service. The net revenues from classes credited to cost of service primarily include net revenues from propane sales, contract natural gas sales and interruptible sales. The prices for service to these customers are generally based on market conditions rather than allocated cost of service. Attachment number 1 Page 24 of 67 SECTION 3.0 COST OF SERVICE CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 3-4 Allocation Factors and Allocation of Cost of Service Table 3-3 shows the development of the allocation factors used to allocate commodity, capacity, services, meters and regulators, and customer accounting related costs to customer classes. The class responsibility for commodity (variable) costs is proportional to the amount of gas throughput and is distributed to customer classes on that basis (Lines 1-3). Capacity related costs (Lines 4-7) are allocated to customer classes on the basis of estimated maximum demand. Test year maximum demands are derived from estimated load factors for each customer class using the results of statistics developed in the determination of weather normalized throughput. The allocation of distribution customer related costs are shown on Lines 8-12 of Table 3-3. Distribution customer related costs are not the same as the customer related function. Within the distribution primary account are the services, meters, and regulators used to serve individual customers. Costs associated with these items are considered customer related. There is also a customer component of distribution mains, which recognizes the implication of the distance between individual customers (customer density) on the cost of distribution mains. The weighting factors that we show on Line 10 recognize the relative difference in cost to serve the various customer classes compared to the residential classes. We apply weighting factors that are typical of our experience with detailed studies we have completed for other gas distribution utilities. Services and meter costs are related to the maintenance and capital charges associated with services and meters. The cost of service responsibility for customer costs is allocated to the customer classifications on the basis of annual bills for the test year. For equitable cost allocation, the number of bills are weighted to recognize cost differences due primarily to load size and type of service rendered. We show the development of weighting factors for services and meters/regulators on Line 15 and Line 20, respectively. Customer accounting costs are related to collection and accounting of bills rendered to CGS customers. We show the development of weighting factors for customer accounting on Line 25. Revenues under existing rates (Line 30) are used as the basis to allocate 50 percent of transfers. The remaining 50 percent is allocated to classes based on plant in service. Allocation of cost of service to customer classes and the resultant rate of return by customer class are shown in Table 3-4. This allocation is made by distributing costs assigned to cost functions in Table 3-2, Page 2 to customer classes using the class allocation factors developed in Table 3-3. Attachment number 1 Page 25 of 67 SECTION 3.0 COST OF SERVICE CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 3-5 Table 3-1 Clearwater Gas System Functional Cost of Service 2010 Test Year Line Distribution Customer Specific Distribution No.Description Total Capacity Commodity Customer Meters/Reg Services Customer Accts Allocation $$$$$$$ 1Plant in Service @ 9/30/2009 2Intangible Plant 327,28526,2666,56732,83358,37021,889181,360Line 20 3 Mains (1)38,634,80315,453,9213,863,48019,317,402 40-Cap, 10-Comm, 50-Cust. 4 Meters/Regulators (1)12,878,268 12,878,268100-Cust 5 Services (1)12,878,268 12,878,268100-Cust 6Subtotal 64,718,62315,480,1883,870,04719,350,23512,936,63712,900,156181,360Sum of L2 thru L 5 7General Plant 1,806,687144,99636,249181,245322,214120,8301,001,151Line 20 8Total Plant in Service66,525,31015,625,1843,906,296 19,531,48013,258,85213,020,9871,182,512Sum of L6 + L 7 9Allocation Factors 100.00%23.49%5.87%29.36%19.93%19.57%1.78% 10O&M Expenses 11 Mains & Services (2)1,173,564352,06988,017440,0870293,3910Line 3 and Line 5 12 Meters (2)782,376000782,37600Line 4 13Customer 2,430,920 2,430,920Direct 14Total O&M Expenses4,386,860352,06988,017440,087782,376293,3912,430,920Sum of L11 thru L 13 15Allocation Factors 100.00%8.03%2.01%10.03%17.83%6.69%55.41% 16Administrative and General 17Other A&G 2,735,420219,53254,883 274,415487,849182,9441,515,797Line 14 18Total Administrative and General Expenses2,735,420219,53254,883274,415487,849182,9441,515,797Sum of L17 thru L 17 19A&G Allocation Factors100.00%8.03%2.01%10.03%17.83%6.69%55.41% 20Total O&M and A&G7,122,280 571,601 142,900 714,502 1,270,225 476,335 3,946,717 Sum of L14 + L 18 (1) Based on our experience with other gas utilities, mains, meters/regulators and services typically account for 60, 20 and 20 percent, respectively, of Distribution Plant. (2) Based on our experience with other gas utilities, mains & services and meters typically account for 60 and 40 percent, respectively, of O&M expenses. SECTION 3.0 COST OF SERVICE CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 3-6 Table 3-2 Page 1 of 2 Clearwater Gas System Allocation of 2010 Test Year Cost of Service to Cost Functions Cost Function Allocators Line Distribution Customer Specific Distribution No.Description Capacity Commodity Customer Meters/Regulators Services Customer Accts Direct 1Operating Expense 2 Gas Purchased 100% 3 Administrative Expense 8%2%10%18%7%55% 4 Operation and Maintenance Expense8%2%10%18%7%55% 5 RIA/ECA 100% 6 Taxes 100% 7Total Operating Expense 8Depreciation Expense 23%6%29%20%20%2% 9Transfers 10Plant in Service 23%6%29%20%20%2% 11Revenue 100% 12Capital Improvements/Reserve Req.23%6%29%20%20%2% 13 Total Cost of Service 14Revenue Credit 15Service Charges to Customers 16Gas Service Charge 100% 17Appliance Sales 100% 18Franchise fee 100% 19Gross Receipts Tax 100% 20Installation Charges - LP 23%6%29%20%20%2% 21Material Service Charges 100% 22Inspection Fees 100% 23Finance Charges 100% 24Late Payment Fee 100% 25Total Service Charges to Customers 26Other Sales Margin (1)23%6%29%20%20%2% 27Total Revenue Credit 28Net Cost of Service 29 30Customer Related Costs (1) Includes Contract, Interruptible, Vehicle, Air Conditioning, Lighting, Standby and LP sales Margin SECTION 3.0 COST OF SERVICE CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 3-7 Table 3-2 Page 2 of 2 Clearwater Gas System Allocation of 2010 Test Year Cost of Service to Cost Functions Allocated Cost of Service to Cost Functions Line Cost ofDistribution Customer Specific Distribution No.Description Service Capacity Commodity Customer Meters/Regulators Services Customer Accts Direct $$$$$$$$ 1Operating Expense 2 Gas Purchased11,038,993- - - - - - 11,038,993 3 Administrative Expense2,735,420219,532 54,883 274,415 487,849 182,944 1,515,797 - 4 Operation and Maintenance Expense4,386,860352,069 88,017 440,087 782,376 293,391 2,430,920 - 5 RIA/ECA(1)0- - - - - - - 6 Taxes(2)1,906,000- 1,906,000 - - - - - 7Total Operating Expense20,067,273571,601 2,048,900 714,502 1,270,225 476,335 3,946,717 11,038,993 8Depreciation Expense1,947,696457,467 114,367 571,833 388,186 381,222 34,621 - 9Transfers 1,700,000 10Plant in Service50.00%850,000199,644 49,911 249,556 169,410 166,370 15,109 - 11Revenue50.00%850,000- - - - - - 850,000 12Capital Improvements/Reserve Req.1,230,014288,900 72,225 361,125 245,148 240,750 21,864 - 13 Total Cost of Service24,944,9821,517,6132,285,4031,897,0162,072,9691,264,6774,018,31111,888,993 14Revenue Credit 15Service Charges to Customers 16Gas Service Charge(181,000) - - - - - (181,000) - 17Appliance Sales(660,000) - - - - - (660,000) - 18Franchise fee(1,433,000) - (1,433,000) - - - - - 19Gross Receipts Tax(730,000) - (730,000) - - - - - 20Installation Charges(45,000) (10,569) (2,642) (13,212) (8,969) (8,808) (800) - 21Material Service Charges(185,000) - - - - - (185,000) - 22Inspection Fees(22,000) - - - - - (22,000) - 23Finance Charges - - - - - - - - 24Late Payment Fee(191,000) - - - - - (191,000) - 25Total Service Charges to Customers(3,447,000) (10,569) (2,165,642) (13,212) (8,969) (8,808) (1,239,800) - 26Sales Margin (3)(2,438,598) (572,768) (143,192) (715,959) (486,026) (477,306) (43,347) - 27Total Revenue Credit(5,885,598) (583,337) (2,308,834) (729,171) (494,994) (486,114) (1,283,147) - 28Net Cost of Service19,059,385934,276-23,4311,167,8451,577,975778,5632,735,16411,888,993 29Customer Related Costs5,091,702 1,577,975778,5632,735,164 (1) Excluded because RIA/ECA of $2,493,736 is not included in revenue calculation. (2) Franchise and Gross Receipts Taxes and PSC Assessment (3) Includes Contract, Interruptible, Vehicle, Air Conditioning, Lighting, Standby and LP sales Margin. Gas Costs for these cusomers equals $6,675,084. SECTION 3.0 COST OF SERVICE CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 3-8 Table 3-3 Clearwater Gas System Estimated 2010 Test Year Units of Service and Allocation Factors Line Total Residential Commercial No.Allocation Factor Utility Single-Family 1-3 U (NRS) Small Res M-Fam (NSFD) Medium Res M-Fam (NMFD) Large Res. M-Fam (NLFD) Small Commercial (NSGS) Medium Commercial Large Commercial (NLGS) 1Commodity 2 Annual Throughput - Therms12,525,2203,108,36179,555150,096114,1856,177,3282,507,999387,696 3 Commodity Cost Allocator1.000000.248170.006350.011980.009120.493190.200240.03095 4Capacity 5 Estimated Load Factor 5.7%7.8%8.8%5.2%13.62%19.77%50% 6 Peak Demand Responsibility - Therms/day324,753150,0722,8104,6786,050124,26034,7592,124 7 Capacity Cost Allocator 1.000000.462110.008650.014410.018630.382630.107030.00654 8Distribution Customer Related Costs 9 Average Annual Number of Customers17,15915,26056 421,7161174 10 Weighting Factor 1122122 11 Weighted Number of Customers17,28615,26056841,7162348 12 Customer Related Costs Allocator1.000000.88280.00320.00050.00020.09930.01350.0005 13Services 14 Average Annual Number of Customers17,15915,26056421,7161174 15 Weighting Factor 1122122 16 Weighted Number of Customers17,28615,26056841,7162348 17 Customer Related Costs Allocator1.000000.88280.00320.00050.00020.09930.01350.0005 18Meters & Regulators 19 Average Annual Number of Customers17,15915,26056421,7161174 20 Weighting Factor 1234234 21 Weighted Number of Customers19,19115,2601121283,43235116 22 Customer Related Costs Allocator1.000000.79520.00580.00060.00040.17880.01830.0008 23Customer Accounting 24 Average Annual Number of Customers17,15915,26056421,7161174 25 Weighting Factor 111111.51.5 26 Weighted Number of Customers17,22015,26056421,7161766 27 Customer Related Costs Allocator1.000000.88620.00330.00020.00010.09970.01020.0003 28Revenue Under Existing Rates 29 Revenue - $19,100,3556,074,650124,995206,051157,5718,793,1393,266,399477,550 30 Revenue Allocator 1.000000.318040.006540.010790.008250.460370.171010.02500 31Use Per Customer 729.95203.691,420.6237,524.0657,092.313,599.8421,435.8996,924.10 SECTION 3.0 COST OF SERVICE CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 3-9 Summary of Costs of Service and Comparison with Revenues Table 3-4 contains a comparison of allocated cost of service with test year revenues under existing rates to determine the return on allocated net plant investment for each of the customer classes. The rate of return shown in this table is shown strictly to provide a means to measure the relative contribution of each class to cost of service. The absolute percentage is not critical for a non-profit municipal system. What is useful is the relative percentages by class. Under existing rates, with the exception of the single family residential rate class, all of the rates of return are positive and the rate of return for each class is above the overall rate of return. Attachment number 1 Page 30 of 67 SECTION 3.0 COST OF SERVICE CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 3-10 Table 3-4 Clearwater Gas System Allocation of 2010 Test Year Cost of Service to Customer Classes and Rate of Return to Customer Classes Allocation to Customer Classes Residential Commercial Line No. Description Total Single-Family 1-3 U (NRS) Small Res M-Fam (NSFD) Medium Res M-Fam (NMFD) Large Res. M-Fam (NLFD) Small Commercial (NSGS) Commercial (NMGS) Large Commercial (NLGS) $$$$$ 1Operating Expense 2 Gas Purchased 11,038,993 2,751,437 70,008 132,085 100,482 5,436,769 2,207,039 341,173 3 Administrative Expense 2,735,420 2,276,768 10,715 4,639 5,018 370,510 63,600 4,168 4 Operation and Maintenance Expense4,386,860 3,651,309 17,184 7,440 8,048 594,197 101,997 6,685 5 RIA/ECA - - - - - - - - 6 Taxes 1,906,000 473,008 12,106 22,841 17,376 940,022 381,650 58,997 7Total Operating Expense 20,067,273 9,152,523 110,013 167,005 130,925 7,341,498 2,754,286 411,023 8Depreciation Expense 1,947,696 1,421,099 10,132 8,651 9,949 398,372 92,185 7,307 9Transfers 10Portion Allocated on Plant 850,000 620,186 4,422 3,776 4,342 173,855 40,231 3,189 11Portion Allocated on Revenue850,000 270,333 5,562 9,170 7,012 391,310 145,361 21,252 12Total Transfers (1)1,700,000 890,519 9,984 12,945 11,354 565,165 185,591 24,441 13Capital Improvements/Reserve Req.1,230,014 897,456 6,399 5,463 6,283 251,581 58,217 4,614 14Total Cost of Service 24,944,982 12,361,598 136,528 194,065 158,512 8,556,617 3,090,278 447,385 15Revenue Credit 16Service Charges to Customers(3,447,000) (1,667,629) (18,002) (26,408) (20,093) (1,199,449) (447,868) (67,552) 17Sales Margin (2,438,598) (1,779,277) (12,686) (10,832) (12,457) (498,779) (115,419) (9,148) 18Total Revenue Credit (5,885,598) (3,446,905) (30,688) (37,240) (32,550) (1,698,228) (563,287) (76,701) 19Net Cost of Service 19,059,385 8,914,693 105,840 156,825 125,962 6,858,389 2,526,991 370,684 20Net Plant (2)41,182,074 30,047,718 214,234 182,922 210,370 8,423,184 1,949,152 154,493 21Revenues Under Existing Rates19,100,355 6,074,650 124,995 206,051 157,571 8,793,139 3,266,399 477,550 22Rate of Return Under Existing Rates1,270,984 (1,942,586) 25,553 54,689 37,892 2,186,331 797,624 111,480 23Percent 3.09%-6.47%11.93%29.90%18.01%25.96%40.92%72.16% (40,970) (1) Normalized to reflect expected the ongoing operating income transfers to the City of Clearwater (2) Projected net plant. Allocation based on Line 13, Return. SECTION 4.0 RECOMMENDED RATE ADJUSTMENTS CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch 4-1 SECTION 4.0 RECOMMENDED RATE ADJUSTMENTS Recommended Rate Adjustments Based on the results shown in Table 2-1, CGS’ existing rates are adequate to meet its operating needs over the forecast period as during that time cumulative cash flow remains positive. Therefore, we recommend only minor changes to existing rates as follows: 1. Recompute the commercial use per customer factor contained in the Usage and Inflation Adjustment (UIA) mechanism to include all commercial customers, in order to reflect the migration of former contract customers to standard commercial tariffs. 2. Regularly monitor the rates charged by competitors for propane. Our projections are based on service to propane customers essentially breaking even. Charges for propane service should be increased to the extent possible when competitive factors are considered and to encourage the load levels that CGS desires. 3. Regularly monitor service charge rates and consider adopting a new pricing structure that establishes a per trip charge plus quarter hourly rates for time on-site. Table 4-1 presents a comparison of CGS’ rates to a group a benchmark regional utilities and Table 4-2 presents CGS’ existing rates schedules. Attachment number 1 Page 32 of 67 Black & Veatch 4-2 Table 4-1 Clearwater Gas System Comparison of CGS Rates to Regional Gas Utilities (1) Customer Class Central Florida GasCity GasFlorida Public UtilitiesTECO / Peoples Gas Pinellas Central Pasco (2) Residential Service Customer Charge$10.00$18.00$15.00$8.00 to $11.00$11.00$12.00 to $20.00 Commodity Charge$0.60$0.60$0.59 $0.62 to $0.56 $0.59$0.33 Small General Service Less than 18,000 Therms Customer Charge$25.00$40.00 $15.00 to $165.00 $11.00 to $30.00 $20.00 to $90.00$25.00 to $35.00 Commodity Charge$0.58$0.58 $0.59 to $0.23 $0.62 to $0.29 $0.43 $0.36 to $0.26 Medium General Service 18,000 - 99,999 Therms Customer Charge$40.00$70.00 $165.00 to $450.00 $30.00 to $150.00 $90.00$50.00 to $150.00 Commodity Charge$0.52$0.52 $0.23 to $0.18 $0.29 $0.43 $0.26 to $0.23 Large General Service Over 100,000 Therms Customer Charge$95.00$160.00 $475.00 to $4,000.00 $150.00 to $500.00 $90.00$150.00 to $250.00 Commodity Charge$0.46$0.46 $0.13 to $0.07 $0.29 to $0.12 $0.38 $0.23 to $0.14 Interruptible Service Over 100,000 Therms Customer Charge$250.00$400.00 $475.00 to $4,000.00 $150.00 to $500.00 $310.00$250.00 to $300.00 Commodity Charge$0.28$0.28 $0.13 to $0.07 $0.29 to $0.12 $0.23$0.10 to $.05 (1) Gas Commodity Charges exclude PGA (2) Central Pasco includes fuel related surchage in the customer charge Clearwater Gas Black & Veatch 4-3 Table 4-2 Clearwater Gas System Existing Natural Gas Rates Existing DistributionCustomerPasco Charge Charge Surcharge $/Therm$/bill/month$/bill/month GAS RESIDENTIAL SERVICE SINGLE-FAMILY 1-3 U ( NRS)0.48 10.00 8.00 SMALL RES M-FAM (NSFD)0.48 25.00 15.00 MEDIUM RES M-FAM (NMFD)0.48 40.00 30.00 LARGE RES.M-FAM (NLFD)0.48 95.00 65.00 COMMERCIAL & INDUSTRIAL SERVICE - MULTI-FAMILY SMALL COM. M-FAM (NSFC)0.46 25.00 15.00 MEDIUM COM.M-FAM (NMFC)0.40 40.00 30.00 LARGE COM.M-FAM (NLFC)0.34 95.00 65.00 GENERAL COMMERCIAL & INDUSTRIAL SERVICE SMALL COMMERCIAL (NSGS)0.46 25.00 15.00 MEDIUM COMMERCIAL (NMGS)0.40 40.00 30.00 LARGE COMMERCIAL (NLGS)0.34 95.00 65.00 OTHER COMMERCIAL & INDUSTRIAL SERVICES VEHICLE (NGV) STANDBY (NSS)0.46 50.00 25.00 LIGHTS (SL. no maint)0.20 20.00 10.00 LIGHTS (SL. WITH maint)0.35 20.00 10.00 AIR-CONDITIONING SERVICE RESIDENTIAL (NRAC)0.20 10.00 8.00 SMALL (NGAC)0.15 25.00 15.00 LARGE (NLAC)0.10 40.00 30.00 CONTRACTS (Typical Basis) SMALL CONTRACTS 0.41 25.00 15.00 MEDIUM CONTRACTS 0.41 40.00 30.00 LARGE CONTRACTS 0.41 95.00 65.00 INTERRUPTIBLE SERVICE (Typical Basis) STANDARD (IS) 0.28 250.00 150.00 Contract Rate Attachment number 1 Page 34 of 67 DISCLAIMER CLEARWATER GAS SYSTEM COST OF SERVICE AND RATE STUDY Black & Veatch This report is intended solely for review by City of Clearwater/Clearwater Gas System (hereinafter “Client”). 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Attachment number 1 Page 35 of 67 Ordinance No. 8153-10 Appendix A Recommended Ordinance Attachment number 1 Page 36 of 67 Ordinance No. 8153-10 1 ORDINANCE NO. 8153-10 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, RELATING TO UTILITIES; AMENDING THE CODE OF ORDINANCES, APPENDIX A, SCHEDULE OF FEES, RATES AND CHARGES, SECTION XXVI, CLEARWATER GAS SYSTEM FEES, RATES AND CHARGES, TO REVISE RATES FOR CLEARWATER GAS SYSTEM CUSTOMERS; AMENDING THE CODE OF ORDINANCES, SECTION 32, ARTICLE VIII. GAS; PROVIDING AN EFFECTIVE DATE. WHEREAS, the current gas rates and service charges of the Clearwater Gas System have been effective since January 1, 2009; and WHEREAS, it is determined to be fair and reasonable to adopt the recommendations of the Clearwater Gas System to establish gas rates and service charges based on the cost to serve the various classes of customers; now therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. That Appendix A – Schedule of Fees, Rates and Charges of the Code of Ordinances of the City of Clearwater is hereby amended as follows: XXVI. CLEARWATER GAS SYSTEM FEES, RATES AND CHARGES: Rate schedules, fees and charges (§ 32.068): (1) Natural gas service rates. The following monthly rates shall apply to all customers who are provided the availability of natural gas service by the Clearwater Gas System (CGS), based on their applicable class of service: Attachment number 1 Page 37 of 67 Ordinance No. 8153-10 2 (a) Residential natural gas service (rate RS): Firm natural gas service for domestic uses in all residences of three units or fewer. Monthly customer charge . . . . $10.00 Non-fuel energy charge, per therm . . . . $0.48 Minimum monthly bill . . . . $10.00 (b) Small multi-family residential service (rate SMF): Firm natural gas service for all domestic applications within the living units of multi-family buildings of four units or more and the total annual consumption at the premise is 0--17,999 therms. Monthly customer charge . . . . $25.00 Non-fuel energy charge, per therm . . . . $0.48 Minimum monthly bill . . . . $25.00 (c) Medium multi-family residential service (rate MMF): Firm natural gas service for all domestic applications within the living units of multi-family buildings of four units or more and the total annual consumption at the premise is 18,000--99,999 therms. Monthly customer charge . . . . $40.00 Non-fuel energy charge, per therm . . . . $0.48 Minimum monthly bill . . . . $40.00 (d) Large multi-family residential service (rate LMF): Firm natural gas service for all domestic applications within the living units of multi-family buildings of four or more and the total annual consumption at the premise is 100,000 or more. Monthly customer charge . . . . $95.00 Non-fuel energy charge, per therm . . . . $0.48 Minimum monthly bill . . . . $95.00 (e) Small natural gas general service (rate SGS): Firm natural gas service for all commercial, industrial, and other applications where no other rate is applicable and the customer's annual consumption at the premise is 0--17,999 therms. Attachment number 1 Page 38 of 67 Ordinance No. 8153-10 3 Monthly customer charge . . . . $25.00 Non-fuel energy charge, per therm . . . . $0.46 Minimum monthly bill . . . . $25.00 (f) Medium natural gas general service (rate MGS): Firm natural gas service for all commercial, industrial, and other applications where no other rate is applicable and the customer's annual consumption at the premise is 18,000--99,999 therms. Monthly customer charge . . . . $40.00 Non-fuel energy charge, per therm . . . . $0.40 Minimum monthly bill . . . . $40.00 (g) Large natural gas general service (rate LGS): Firm natural gas service for all commercial, industrial, and other applications where no other rate is applicable and the customer's annual consumption at the premise is 100,000 therms or more. Monthly customer charge . . . . $95.00 Non-fuel energy charge, per therm . . . . $0.34 Minimum monthly bill . . . . $95.00 (h) Interruptible natural gas service (rate IS): Interruptible natural gas service available under a standard agreement for typically industrial applications where the customer's annual consumption at the premise is 100,000 therms or more; the customer agrees contractually to purchase a minimum of 250 therms/day (excluding curtailment days); and where the customer has either installed alternative fuel capability and/or contractually agrees to curtail service at the request of the Clearwater Gas System, subject to penalties for failure to comply. Monthly customer charge . . . . $250.00 Non-fuel energy charge, per therm . . . . $0.280 Minimum monthly bill . . . . $250.00 Plus the non-fuel therm rate for the minimum number of contract therms per day Attachment number 1 Page 39 of 67 Ordinance No. 8153-10 4 Note: All customers being served under Contract Rates as of December 31, 2008, will be allowed to remain on their existing contracts until their next expiration date, at which time that contract will automatically be discontinued and the customer will be moved to the applicable standard rate unless a new contract is executed. (i) Contract natural gas service (rate CNS): Contract natural gas service for special applications and conditions approved by the City Manager or designee. This rate is typically applicable where competitive fuel sources are confirmed to be available to the customer and special rates with special conditions are required to obtain/retain the customer. This rate may be used to construct a special standby rate where the customer requires capability to serve, but normally uses an alternative energy source. Such service must fall within the normal construction feasibility formula to insure a profitable payback to the City. Monthly customer charge.... The same as the normally applicable service class Non-fuel energy charge.... Per therm as established by contract Minimum monthly bill.... Monthly customer charge plus the non- fuel therm rate for a contract level of monthly consumption Note: All customers being served under Contract Rates as of December 31, 2008, will be allowed to remain on their existing contracts until their next expiration date, at which time that contract will automatically be discontinued and the customer will be moved to the applicable standard rate unless a new contract is executed. (j) Residential natural gas air conditioning service (rate RAC): Firm natural gas service for domestic gas air conditioning in all residences of three (3) units or fewer where the gas air conditioning load is separately metered. Note: This rate is closed for new customer applications and is only applicable for residential customers on RAC service as of December 31, 2008. New residential air conditioning applications on or after January 1, 2009, will be handled as added services on the standard RS rate application. Attachment number 1 Page 40 of 67 Ordinance No. 8153-10 5 Monthly customer charge.... $ 10.00 only if this is not already being billed on another metered account at the premise on a firm rate schedule Non-fuel energy charge, per therm.... $0.20 Minimum monthly bill.... $ 10.00 at the premise on a firm rate schedule (k) General natural gas air conditioning service (rate GAC): Firm natural gas air conditioning service for all commercial, industrial, and other non-residential applications where the installed gas air conditioning capacity is 0--149 tons and the gas air conditioning load is separately metered. Monthly customer charge.... $ 25.00 only if this is not already being billed on another metered account at the premise on a firm rate schedule Non-fuel energy charge, per therm.... $ 0.15 Minimum monthly bill.... $ 25.00 at the premise on a firm rate schedule (l) Large natural gas air conditioning service (rate LAC): Firm natural gas air conditioning service for all commercial, industrial, and other non-residential applications where the installed gas air conditioning capacity is 150 tons or more and the gas air conditioning load is separately metered. Attachment number 1 Page 41 of 67 Ordinance No. 8153-10 6 Monthly customer charge.... $ 40.00 only if this is not already being billed on another metered account at the premise on a firm rate schedule Non-fuel energy charge, per therm.... $ 0.10 Minimum monthly bill.... $ 40.00 at the premise on a firm rate schedule (m) Natural gas street lighting service (rate SL): Natural gas service for lighting of public areas and ways. Service may be either metered or estimated at the sole discretion of the gas system. The customer may elect to either: x subscribe for normal street lighting maintenance and relighting labor service, or x call Clearwater Gas System for repair service and pay normal hourly labor charges (see other miscellaneous gas charges), or x maintain their own lights. Repair equipment and/or parts supplied by Clearwater Gas System will be billed as required. When the gas system provides poles, fixtures, piping, and/or installation labor beyond the service connection point, facilities contract charges may be assessed including any right-of-way permitting and utilization charges. Monthly customer charge . . . . $20.00 Non-fuel energy charge, per therm . . . . $0.20 Normal maintenance and relighting labor service charge, per therm . . . . $0.15 additional Plus any required equipment/parts Minimum monthly bill . . . . $20.00 Plus any applicable facilities contract charges (n) Contract natural gas transportation service (rate CTS): Service for transportation of someone else's natural gas through the Clearwater Gas System for supply to another gas system or an individual Attachment number 1 Page 42 of 67 Ordinance No. 8153-10 7 customer. This is a contract natural gas service and must be approved by the City Manager or designee. Provision of this service must fall within the normal construction feasibility formula to insure a profitable payback to the City. Monthly customer charge.... As established by contract (typically the same as the normally applicable service class) Non-fuel energy charge.... Per therm as established by contract (typically the same as the normally applicable service rate plus charges for balancing services and any additional services desired by the customer) Minimum monthly bill.... Monthly customer charge plus the non- fuel therm rate for a contracted level of minimum monthly flow as well as any facilities contract charges for special facilities and metering required to provide this transportation service (o) Natural gas vehicle service (rate NGV): Natural gas service for fleet vehicle fueling and for Compressed Natural Gas (CNG) Fueling Stations operated by Clearwater Gas System. This is a contract rate approved by the City Manager. Provision of this service must fall within the normal construction feasibility formula to insure a profitable payback to the City. NGV fleet services will be separately metered and must service exclusively fleet fueling facilities. CNG Fueling Station rates will be metered through dispensing apparatus and billed at rates similarly approved by the City Manager, except that contracts may be established for certain customer fleets based on volumes. Note: This rate is not applicable for residential or small general service rate applications (fewer than 18,000 therms of annual use for the customer’s fleet vehicles). Such non-fleet applications will be billed under the customer’s normal rate applicable to the premise, but a separate meter may be requested by the customer to allow Attachment number 1 Page 43 of 67 Ordinance No. 8153-10 8 measurement for federal or state excise tax credit purposes. Where an additional meter is requested, CGS may charge for its initial installation and any future additional maintenance required but will not add an additional monthly customer charge to the premise. Note: The total energy charges for this service including all adjustments, facilities charges, taxes, etc. may be expressed as a rate "per gallon equivalent of gasoline or diesel." (p) Natural gas emergency generator or other standby service (rate NSS): Natural gas service to a metered account, separately established for back-up service, where no substantial gas service is used for year round purposes. Note: This rate is not applicable for Residential single-family applications. Such residential emergency generator applications are handled under the RS rate application. Monthly customer charge . . . . $50.00 Non-fuel energy charge, per therm . . . . $0.46 Minimum monthly bill . . . . $50.00 Plus any facilities contract charges for the facilities and metering required to serve this account (2) Propane (LP) gas service rates. The following rates shall apply to all customers who are provided the availability of propane (LP) gas service by the Clearwater Gas System, based on their applicable class of service. Clearwater Gas requires all residential customer accounts have year round, whole house water heating as a minimum criteria for qualifying for service. (a) Residential Bulk Propane Gas Service (Rate BRLP): Bulk delivered LP service for “year round” domestic uses (such as water heating, cooking, heating, clothes drying, and lighting) in all residences of three (3) units or fewer. Attachment number 1 Page 44 of 67 Ordinance No. 8153-10 9 Usage Class Annual Units/Gallons Non-fuel Energy Charge per Gallon Non-refundable Annual Customer Charge 1 0—60 $1.80 $210.00 2 60.1--120 $1.60 $180.00 3 120.1--300 $1.00 $90.00 4 >300 $0.90 $75.00 (b) Residential "Will Call" Propane Gas Service (Rate WRLP: Bulk delivered LP Service for all customers with exclusively “leisure living” domestic uses (such as pool/spa heating, fireplaces, and grills) plus customers with “year round” appliances who request “will call” status in all residences of three (3) units or fewer. A “Will Call” customer is responsible for monitoring tank fuel level, assessing when they will need a fill, and requesting propane delivery. No trip charge for delivery if customer can wait for a normally scheduled four (4)-business day delivery. Trip charges for early delivery are located in (3)(h). Note that the four (4) business days start on the next business day after the customer’s request, i.e. if the customer calls with a “Will Call” fill request on Monday, then we will fill no later than the following Friday. Usage Class Annual Units/Gallons Non-fuel Energy Charge per Gallon Non-refundable Annual Customer Charge 1 0—120 $1.60 $150.00 2 >120 $0.90 $75.00 Attachment number 1 Page 45 of 67 Ordinance No. 8153-10 10 (c) Residential Loop System Propane Gas Service (Rate LRLP): Metered delivery LP service for all domestic uses within a loop delivery system (Propane Distribution system serving multiple customers.) Monthly Customer Charge . . . . $10.00 Non-Fuel Energy Charge Per gallon . . . . . . . . . $0.90 Minimum Monthly Bill . . . . . .$10.00 (d) Commercial Propane Gas Service (Rate BCLP): Bulk delivered LP service for commercial, industrial, and other applications where no other rate is applicable. Usage Class Annual Units/Gallons Non-fuel Energy Charge per Gallon Non- refundable Annual Customer Charge 1 0--2500 $0.25 $90.00 2 >2500 $0.20 $90.00 (e) Residential Metered Propane Gas Service (Rate MRLP): Metered delivered LP service for all domestic uses in all residences of three (3) or fewer. Monthly customer charge . . . . $10.00 Non-fuel energy charge: Per gallon . . . . $1.90 Minimum monthly bill . . . . $10.00 (f) Multi-family Metered Propane Gas Service (Rate MMLP): Metered delivered LP service for all domestic applications within the living units of multi-family buildings of four (4) units or more. Attachment number 1 Page 46 of 67 Ordinance No. 8153-10 11 Monthly customer charge . . . . $25.00 Non-fuel energy charge: Per gallon . . . . $1.90 Minimum monthly bill . . . . $25.00 (g) General Metered Propane Gas Service (Rate MGLP): Metered delivered LP service for all commercial, industrial, and other applications where no other rate is applicable and the annual consumption at the premise is 0--2,500 gallons. Monthly customer charge . . . . $25.00 Non-fuel energy charge: Per gallon . . . . $0.30 Minimum monthly bill . . . . $25.00 (h) Large Metered Propane Gas Service (Rate MLLP): Metered delivered LP service for all commercial, industrial, and other applications where no other rate is applicable and the annual consumption at the premise is more than 2,500 gallons. Monthly customer charge . . . . $40.00 Non-fuel energy charge: Per gallon . . . . $0.25 Minimum monthly bill . . . . $40.00 (i) Contract Propane Gas Service (Rate CLP): Contract metered or bulk delivered LP gas service for special applications and conditions approved by the city manager or designee. This rate is typically applicable where competitive fuel sources are confirmed to be available to the customer and a special rate with special conditions is required to obtain/retain the customer. Such service must fall within the normal construction feasibility formula to insure a profitable payback to the city. Attachment number 1 Page 47 of 67 Ordinance No. 8153-10 12 Monthly customer charge. The same as the normally applicable service class Non-fuel margin rate. Per gallon as established by contract Minimum monthly bill. Monthly customer charge plus the non-fuel usage rate for contracted level of monthly consumption. Note: All customers being served under Contract Rates as of December 31, 2008, will be allowed to remain on their existing contracts until their next expiration date, at which time that contract will automatically be discontinued and the customer will be moved to the applicable standard rate unless a new contract is executed. (j) Propane (LP) Gas Vehicle Service (Rate LPV): Propane gas service for fleet vehicle fueling. This is a contract rate approved by the City Manager or designee. Provision of this service must fall within the normal construction feasibility formula to insure a profitable payback to the city. Note: This rate is not applicable for residential or small general service rate applications (fewer than 20,000 gallons of annual use for the customer’s fleet vehicles). LPV services will be on a separate account servicing exclusively fleet fueling facilities. Monthly customer charge. $40.00 for general service applications only if a customer charge is not already being billed on another metered account at the premise on a firm rate schedule. Non-fuel energy charge. Per gallon as established by contract, which includes any applicable customer-specific or public, fill station facilities charges required to provide this service. Minimum monthly bill. Monthly customer charge plus any applicable monthly facilities contract charges for special facilities, metering or fleet conversion costs required to provide this service. Note: The total energy charges for this service including all adjustments, facilities charges, taxes, etc., may be expressed as a rate "per gallon equivalent of gasoline." (k) Propane Metered Gas Emergency Generator or Other Standby Service (Rate LPSM): LP gas service to an account separately established for back-up service, where no other substantial gas service is used for year round purposes. Note: This rate is closed for new residential customer applications and is only applicable for residential customers on LPSM service as of December 31, 2008. Attachment number 1 Page 48 of 67 Ordinance No. 8153-10 13 Monthly customer charge . . . . $50.00 Non-fuel energy charge: Per gallon . . . . $1.00 Minimum monthly bill . . . . $50.00 Initial metered usage charge. A one-time charge for the number of gallons required to initially fill the LP tank (size as requested by the customer). (l) Propane Bulk-Delivered Gas Emergency Generator or Other Standby Service (Rate LPSB): LP gas service to an account separately established for back-up service, where no other substantial gas service is used for year round purposes. Note: This rate is closed for new residential customer applications and is only applicable for residential customers on LPSB service as of December 31, 2008. Annual customer charge . . . . $420.00 Non-fuel energy charge: Per gallon . . . . $1.00 Initial delivery charge. A one-time charge for the number of gallons required to initially fill the LP tank (size as requested by the customer) plus the initial annual customer charge. (m) Effect of Energy Conservation Measures on Usage Classes in (a) and (b) above: Should the customer install a more energy efficient appliance or appliances while a customer of CGS and this causes their usage to drop, such that their Usage Class would change thereby increasing the Annual Customer Charge and/or the Non-Fuel Energy Rate, then the estimated effect of the more efficient appliance on annual usage may be added to the actual annual usage to determine the customer’s applicable Usage Class. This is intended to ensure that the customer is not adversely impacted for such energy efficient installation. (3) Other gas charges. The following charges and fees may also be applied to customers of the Clearwater Gas System served under an applicable natural gas or propane (LP) gas service rate: Attachment number 1 Page 49 of 67 Ordinance No. 8153-10 14 (a) Facilities contract charge (rider FCC): A rider applicable to any of the above rates to cover installation of facilities beyond those typically provided to other customers of the class or beyond the costs incorporated into the applicable gas rate. On-going FCC charges.... A monthly flat or per unit consumed charge calculated to cover the on-going estimated maintenance costs associated with the special or additional facilities. These charges will be contractual and subject to annual revisions upward based on the CPI index or based on a revised cost calculation at the discretion of the City Manager or designee. Time-limited FCC charges.... A monthly flat or per unit consumed charge calculated to cover the costs associated with additional facilities as requested by the customer, excess main and service construction costs which do not meet the construction feasibility formula, or appliance/equipment sales costs. Such charges may include other applicable costs associated with furnishing the requested facilities, including financing costs. Where such FCC charges result from the additional costs incurred by Clearwater Gas System at the request of the developer to achieve feasibility, such FCC charges are binding upon the future customers/occupants of such applicable accounts for the period necessary to meet the feasibility calculation for the project. Public fill station facilities charge.... A natural gas per therm or propane (LP) per gallon charge calculated to recover the common facilities costs to provide such service. This will be calculated and may be updated from time-to-time by the gas system and approved by the City Manager or designee. Attachment number 1 Page 50 of 67 Ordinance No. 8153-10 15 (b) Purchased gas adjustment (rider PGA): A rider applicable to all natural gas therm rates and propane (LP) gallon rates to recover the cost of the Clearwater Gas System purchased gas supply, including losses and use by gas system facilities/equipment and other applicable expenses. The currently calculated PGA rates for all rate schedules, unless specifically broken out by contract, are: Natural gas firm standard rate schedule PGA, per therm. . $0.87 Natural gas interruptible and contract (non-standard) rate schedule PGA, per therm . . . . $0.79 Propane (LP) gas rate schedule PGA: Per gallon . . . . $1.87 The above PGA rates are based on the weighted average cost of gas (WACOG) as currently approved for October 2010. These PGA rates will normally be adjusted annually in October and may be adjusted upward or downward from time-to-time with the approval of the City Manager or designee based on actual and projected supply costs and projected consumption levels in order to recover the total cost of the gas system's supply plus all costs attributable to the acquisition of system supply gas and other applicable expenses. The over or under recovery of these PGA costs will be computed monthly and an adjustment in the PGA rate will be made at the discretion of the City Manager or designee. The differential between the Natural Gas firm standard rate schedules PGA and the Natural Gas Interruptible and contract (non-standard) rate schedules PGA will be established and approved by the City Manager or designee for each annual period based on the available records for the most recent 12 months. This differential will typically be computed by dividing the transmission pipeline "reservation charges" component of the WACOG by the therms sold to all of the natural gas firm rate schedules. The gas system may also segment specific gas purchases for specific targeted customer(s) based on contract. Additionally, a fixed monthly amount may be added to the customer charge of applicable classes of natural gas service rates to recover the estimated impact of the added costs associated with gas purchased through a third-party transporter (including generally east of the Suncoast Parkway in Pasco County). These added monthly customer charges shall be credited to the overall PGA recovery account and will be initially set at: Attachment number 1 Page 51 of 67 Ordinance No. 8153-10 16 Residential ……………………………………….. $ 8.00 per month Small General Service & Multi-Family ..………. $ 15.00 per month Medium General Service & Multi-Family … ….. $ 30.00 per month Large General Service & Multi-Family ………... $ 65.00 per month Interruptible Service …………………………….. $150.00 per month Contract Rates --- Apply the same as the normal class of customer using the above schedules based on usage level Similarly, a differential between LP Gas standard rates and contract LP rates may be computed to exclude a portion of the other costs attributed to LP PGA other than physical gas. This differential will be calculated by the Gas System Managing Director annually based on historical costs and will be approved by the City Manager or designee. The gas system may also segment specific LP gas purchases for specific targeted customer(s) based on contract. These added monthly customer charges may be adjusted upward or downward from time-to-time with the approval of the City Manager or designee based on actual and projected added PGA costs. (c) Energy conservation adjustment (rider ECA): A rider applicable to all firm standard (non-contract) natural gas therm rates and non- contract propane (LP) gallon rates to recover the cost of energy conservation programs undertaken by the Clearwater Gas System as approved by the Gas System Managing Director. The ECA will not be applied to interruptible natural gas or other non-standard contract rates, except for that portion of ECA, which is collected as a part of the PGA, which may be up to one-half of the annual average ECA billing rate. The currently calculated ECA rates are: Natural Gas Rate Schedule ECA, per therm . . . . $0.10 Propane (LP) Gas Rate Schedule ECA: Per gallon . . . . $0.10 The above ECA rates are as currently approved for October 2010. These ECA rates will normally be reviewed annually in October and may be adjusted upward or downward from time-to-time with the approval of the City Manager or designee based on actual and projected energy conservation program costs and projected consumption levels in order to recover the total cost of applicable gas system programs, including energy conservation incentive payments as well as the applicable labor and other costs attributable to such energy conservation programs and other applicable expenses. The over or under recovery of these ECA costs will be Attachment number 1 Page 52 of 67 Ordinance No. 8153-10 17 computed and an adjustment in the ECA rate will be made at the discretion of the City Manager or designee. (d) Regulatory imposition adjustment (rider RIA): A rider applicable to all firm standard (non-contract) natural gas therm rates and non- contract propane (LP) gallon rates to recover the cost of environmental, operator qualification, distribution integrity, inspection, survey, and other regulatory imposed program requirements imposed on the Clearwater Gas System by federal, state or local regulatory agencies. The RIA will not be applied to interruptible natural gas or other non-standard contract rates. The currently calculated RIA rates are: Natural Gas Rate Schedule RIA, per therm . . . . $0.00 Propane (LP) gas rate schedule RIA: Per gallon . . . . $0.00 The above RIA rates are as currently approved for October 2010. Note that this RIA rider incorporates the former Environmental Imposition Adjustment (EIA), which covers the environmental project costs as well as the labor and other costs attributable to such environmental projects. This RIA also includes Other Regulatory Adjustment (ORA) charges, such as operator qualification, distribution integrity, required inspections, survey and other regulatory imposed program requirements and regulatory fees imposed on the Clearwater Gas System by federal, state or local regulatory agencies. These RIA rates (EIA + ORA) will normally be reviewed annually in October and may be adjusted upward or downward from time to time to reflect the over or under recovery of these RIA costs at the discretion of the City Manager or designee. (e) Usage and Inflation adjustment (rider UIA): A rider applicable to all standard non-contract natural gas therm rates and standard non- contract propane (LP) gallon rates to recover loss of planned base non-fuel revenues to the Clearwater Gas System due to changes in use per customer from the test year values as set in the 2008 Gas Rate Study (see below) as well as the change in inflation as measured by the Consumer Price Index for U. S. City average of all urban consumers (CPI-U). The currently calculated UIA rates are: Natural gas rate schedule UIA, per therm . . . . $0.00 for Residential and . . . . $0.00 for Commercial Attachment number 1 Page 53 of 67 Ordinance No. 8153-10 18 Propane (LP) gas rate schedule UIA, per gallon . . . .$0.00 for Residential and . . . . . . . . . . . . . . . . . . . . . . . $0.00 for Commercial The above UIA rates are as currently approved for October 2010. The UIA rates may be implemented at the sole discretion of the City Manager or designee based on variations from the most recent established Gas Rate Study values: CPI-U as prepared by the U. S. Department of Labor, Bureau of Labor Statistics (basis September 2009) Residential Use per customer based on annual therms/natural gas single-family customer. Note that this factor may be applied to all residential standard (non-contract) rate classes for natural gas as well as propane. Commercial Use per customer based on annual therms/natural gas standard and contract general service customers excluding Interruptible customers. Note that this factor may be applied to all general service standard (non- contract) rate classes for natural gas as well as propane. (f) Franchise and other city/county fees recovery clause (rate FFR): A charge levied by the Clearwater Gas System on every purchase of gas within a municipality or county area to recover the costs assessed by governmental entities in accordance with the franchise agreement in force between the City of Clearwater and that other governmental entity and including any other otherwise unrecoverable fees, special taxes, payments in lieu of taxes, or other impositions by any governmental entity (including the City of Clearwater) on the services of the Clearwater Gas System sold within such municipality or county area. The fees collected within each governmental jurisdiction shall be used exclusively to pay the franchise fees and other governmental fees, taxes, and other impositions levied on services within that governmental jurisdiction. Within the City of Clearwater where a franchise agreement is not in force, the City of Clearwater will levy a six percent payment in lieu of taxes on all gross firm natural gas sales (excluding interruptible) and the Clearwater Gas System will bill this in the same manner as if it were a franchise fee. (g) Tax clause (TAX - Various): All taxes due the appropriate governmental entities (such as but not limited to State of Florida gross receipts tax, State of Florida sales tax, county sales tax, Attachment number 1 Page 54 of 67 Ordinance No. 8153-10 19 municipal utility tax, and others which may be legally levied from time to time on the purchase of gas) will be billed to the customer receiving such service and rendered to the governmental entity in accordance with the applicable statute, ordinance, or other legally enforceable rule. (h) Other miscellaneous gas charges: The following charges are applicable whenever applicable gas services are rendered the customer: Meter turn-on residential, scheduled next business day or beyond (per account for new customers, seasonal reconnects, and after nonpayment disconnect including turn-on of pilot lights) . . . $50.00 Meter turn-on residential, same day as requested by customer by 12:00 Noon (per account for new customers, seasonal reconnects, and after non-payment disconnect including turn-on of pilot lights) . . . $75.00 Meter turn-on commercial/industrial scheduled next business day or beyond (per account for new customers, seasonal reconnects, and after nonpayment disconnect including turn-on of pilot lights) . . . $95.00 for up to 4 appliances. Added appliances, per each, add … $10.00 Meter turn-on commercial/industrial, same day as requested by customer by 12:00 Noon and with the approval of the local fire marshal as required (per account for new customers, seasonal reconnects, and after nonpayments disconnect including turn-on of pilot lights) . . . $190.00 for up to 4 appliances. Added appliances, per each, add … $20.00 Meter read for residential account change (no meter turn-on required but may include turn-on of gas pilot lights) . . . . $40.00 Meter read for commercial/industrial account change (no meter turn- on required but may include turn on of gas pilot lights) . . . $80.00 Replace broken stop or locks on meters . . . . Time and materials Meter or LP Tank Connection or Re-connection to customer-owned piping system . . . Time and materials Relocate gas meter . . . . Time and materials Attachment number 1 Page 55 of 67 Ordinance No. 8153-10 20 Install bumper posts or other necessary protection for meters, LP tanks, or other gas equipment …. Time and materials Turn-on or Turn-off Residential gas pilot lights only on next business day or beyond as requested by the customer (per account) . . . . $50.00 Turn-on or Turn-off Residential gas pilot lights only on same day if requested by the customer by 12:00 Noon . . . $75.00 Turn-on or Turn-off Commercial gas pilot lights only on next business day or beyond as requested by the customer (per account) . . . . $95.00 Turn-on or Turn-off Commercial gas pilot lights only on same day service if requested by the customer by 12:00 Noon . . . $190.00 Standard “Time and Materials” for Service and Repair, Installation, or other work performed by CGS personnel plus materials: 1 person crew . . . Trip Charge of $50.00 plus time on- site/quarter hour or portion thereof . . . $25.00 2 person crew . . . Trip Charge of $75.00 plus time on- site/quarter hour or portion thereof . . . $40.00 The above Rates are based on work within the CGS “normal” Natural Gas Service Territory. Where customers request work to be done outside of the normal CGS Service Territory . . . Added time will be assessed for the travel to and from the Territory border to the Customer’s Site. The time and trip charges associated with providing all quotes and developing plans will be added to the cost of the billed job. These “Time Charge Rates” as well as the other fixed miscellaneous charge rates in this section may be reviewed and adjusted from time-to-time with the approval of the City Manager or designee. Additionally, the Gas System Managing Director may approve “Contract Service Charge Rates” for customers who regularly use CGS’ Service & Repair and will contractually subscribe for such use. Attachment number 1 Page 56 of 67 Ordinance No. 8153-10 21 Overtime surcharge for all work including installation, service and repair, and maintenance as requested by the customer for after operational hours (including same day requests received after 12:00 Noon), weekends, and holidays . . . . Double normal Trip and time charges Overtime surcharge for call-out turn-ons or lighting of pilots as requested by the customer for after operational hours (including same day requests received after 12:00 Noon), weekends, and holidays. . . . Double same day charge Special meter reading at customer request including billing inquiries where reading is determined to be accurate (per account). . . $45.00 Gas meter test at customer request- if results are within limits (per meter) . . . . $150.00 Reset residential gas meter after same customer requests removal (per meter) . . . $150.00 Unauthorized meter bypass or hookup . . . . Time and materials plus ten percent of the average monthly bill for each day since last reading deemed to be accurate Emergency response for non-Clearwater Gas System consumers or other utilities . . . . Time and materials Propane Fuel recovery and ownership of L.P. gas from tank . . . . Time and materials. The LP fuel in the tank is non-refundable. If the customer provides an approved for service, listed LP gas container, then we will transfer as much LP gas as practical. Full abandonment and/or removal of buried LP tank is at CGS’ sole discretion. If the underground tank is removed, then any required landscaping or site restoration is the responsibility of the customer. If the tank is abandoned on-site, CGS will make it safe by removing the gas and filling it with water (water provided by the customer) and the tank ownership then becomes the customer. Tanks will be considered out of service and fuel abandoned by the customer if container is on site more than 12 months without a contract for service or paying entity for the annual customer charge. In such case, CGS will, at its sole discretion, either remove or abandon the tank. Other services not normally provided including work on customer property beyond the meter outlet or the outlet of the second stage LP regulator, such as for gas leak surveys, Cathodic protection corrosion control, customer-owned gas line locating; any related Attachment number 1 Page 57 of 67 Ordinance No. 8153-10 22 repairs to the customer facilities or master-metered gas distribution systems as required by regulation as well as any work required to correct deficiencies or any work required to move facilities. . . . Time and materials Collector fee, See Appendix A - Public Works Utility Tariffs, Section (4)(a)3 Dishonored check service fee, See Code of Ordinances, Section 2.528 Missed appointment (CGI) - Customer not present at time as arranged or equipment not accessible. Applicable miscellaneous gas charges (overtime surcharges may apply). Residential “Will Call” and special request delivery Propane Gas Service trip charges for early delivery: $50.00 trip charge if the customer requests delivery for the next business day or requests a scheduled delivery for fewer than 4 business days, $75.00 trip charge for same business day delivery for requests received by 12:00 Noon, or $150.00 trip charge for same day delivery service requests after 12:00 Noon and before operational hours end at 3:30 pm, or $250.00 trip charge for all “call out” fills received after 3:30 pm on normal operational days, or on holidays, or on weekends. Trip charges will be applied even if LP tank is inaccessible or customer is not present when required, (CGI). A minimum fill charge of $100.00 for bulk, “Will Call” or metered delivery customers that request a delivery, in fewer than 4 business days. “Will Call” or special request delivery charges will also apply. Leak investigation (make safe only) . . . . . . . . .. . . . . . . No charge If turn-on of pilots the applicable charges apply Additional repairs……………………….Time & Materials Attachment number 1 Page 58 of 67 Ordinance No. 8153-10 23 Special seasonal gas turn-on.... The City Manager or designee is authorized to reduce or eliminate the normal gas turn-on charge to attempt to levelize the workload at the beginning of the heating season. Pipeline Damage Claims Any person or company who actively engages in excavating, boring, tunneling, horizontal directional drilling, backfilling, digging, removal of above ground structures by mechanical means and other earth moving operations, within the Clearwater Gas System service territory, shall be required to notify the one call notification system 48 hours excluding weekends and holidays before digging commences (References Florida Statutes §556 and OSHA 1926.651). If a person or company causes damage to an above or underground pipeline facilities owned by Clearwater Gas System and through negligence or accident or otherwise has been deemed liable for the damages, then that entity shall be responsible for all costs associated with the damage. This will include the cost of gas lost (billed at the purchased gas adjustment rate), time and materials to repair the damage, all labor cost associated with turning off and on gas accounts that were affected as a result of the damage, and any third party claims plus administrative costs. The party or parties responsible shall remit payment for all claims directly to Clearwater Gas System upon receipt of invoice or notification of the City of Clearwater Risk Management Department. (4) Gas contract and rate application policies: The following represent policies of the City of Clearwater as applied by the Clearwater Gas System: (a) Uniformity of rate and service application: To the extent that the customer requests a review of his/her rate account, all rates, charges and contract provisions are intended to be consistently and uniformly applied to all customers of the same type with the same usage characteristics, fuel options, and equipment capabilities. Any customer who feels that they have been treated unjustly and is unable to resolve the dispute with Clearwater Gas System personnel and management has full access to the normal City of Clearwater utilities dispute resolution process as defined in the City Code of Ordinances, Chapter 32, Section 32.004. Attachment number 1 Page 59 of 67 Ordinance No. 8153-10 24 (b) Contract rate level determination: It is the policy of Clearwater Gas System to offer a customer or potential customer who currently uses or has access to an alternate energy source and has the capability to use this alternate energy source, or is otherwise deemed to be a threat to discontinue gas usage, a rate level adequate to acquire or preserve the gas load, provided that such a rate application will provide a reasonable profit margin to the Clearwater Gas System and the extension of any capital investment to serve such a customer falls within the normal gas system construction feasibility formula. Where the capability to use such alternative energy source will require an initial additional capital outlay by the customer, the contract rate may be based on a net present value calculation over the expected life of the facility. (c) Rate schedule reductions or minor changes: The City Manager is authorized to reduce the billing charge(s) for any rate schedule(s) or to make minor rate schedule modifications in keeping with achieving the "cost of service based rates" as recommended in the most recent rate study done for the Clearwater Gas System. (d) Main and service extension construction feasibility: Whenever a prospective customer requests a new gas service, the Clearwater Gas System will extend service to the prospective customer under the following conditions: 1. Design considerations. The extension of gas service to the perspective customer can be reasonably accomplished within good engineering design, access can be secured though easements or right-of-way, and the service will not jeopardize the quality of gas service to existing customers. 2. Main line extension construction feasibility. The maximum capital investment which will be made by the Clearwater Gas System to extend main lines and services to serve a new customer(s) shall be seven times the estimated annual gas revenue to be derived from the facilities less the cost of gas and the cost of monthly meter reading, customer accounting and billing. The formula shall be: Non-Fuel Energy Rate x Estimated Annual Therms/Gallons = Estimated Annual Gas Non-Fuel Revenues x 7 Years = Maximum Investment for Construction Feasibility Attachment number 1 Page 60 of 67 Ordinance No. 8153-10 25 Note: The Monthly Customer Charge is not included in the above calculation because it is assumed to cover the cost of meter reading, customer accounting and billing. 3. Service line extensions. The Clearwater Gas System will install gas service lines off of the main line at no charge to the customer under the following circumstances: A year round customer has installed “year round” gas equipment (such as water heating, cooking, heating, clothes drying, and lighting) with an estimated minimum annual consumption of two therms per foot of service line required (Note that “Leisure Living” appliance (such as pool/spa heating, fireplaces, and grills) usage will only be counted at ½ of estimated usage and only if combined with a water heater), or The cost of such service line extension meets the Maximum investment for Construction Feasibility (as defined "d." above), excluding “Leisure Living” appliances unless a water heater is installed for daily use. Customers who do not meet the criteria for service extensions as set forth above will either be charged the estimated construction cost per foot for the excess footage or pay a contribution in aid of construction (CIAC) to cover the deficiency amount from the above construction feasibility formula or enter into a facilities charge contract sufficient to cover this deficiency within a period of seven years. 4. Customer contribution required. If the capital construction costs to extend the main exceed the maximum investment for construction feasibility, the developer/customer(s) will be required to either provide a non-reimbursable CIAC to cover the excess investment amount or satisfy this deficiency by entering into a facilities charge contract sufficient to cover this deficiency within a period of seven years. Such facilities contract charges may be reduced or potentially discontinued entirely to the extent that other customer(s) are added beyond the initial customer(s), the facilities covered by the facilities contract charges are used to serve these additional customer(s), and to the extent that there are calculated excess dollars above the additional customer(s) maximum investment for construction feasibility minus the capital construction costs for the mains to serve these additional customer(s). Attachment number 1 Page 61 of 67 Ordinance No. 8153-10 26 5. Conversion of equipment to natural gas. The Clearwater Gas System will provide the “labor only” to convert the customer's existing appliance orifice(s) (if convertible) to accept natural gas at no labor cost to the customer, provided that the customer’s gas use is year round. The customer will be responsible for the cost of all other related conversion parts such as controls, gas valves, gas safety devices, additional piping, appliance venting, provisions for combustion or make- up air, or to correct any code deficiency, or to provide any required engineering evaluation for unlisted or unlabeled appliances plus the cost of gas inspections and related permits. A commercial or industrial customer must enter into an agreement to exclusively use the natural gas service of the Clearwater Gas System for a period to allow for recovery of Clearwater Gas costs; and this amount, when added to the other cost to serve amounts, still renders the project feasible. 6. Relocation of gas service facilities. When alterations or additions to structures or improvements on any premise, roadway right-of-way or public easement, which requires the Clearwater Gas System to relocate metering, LP tank, service line, or main line, or when such relocation is requested by the customer, or others, for whatever reason, the customer or others, will be required to reimburse the Clearwater Gas System for all or any part of the costs incurred to accomplish such relocation of gas system facilities to remain code compliant and resolve their potential structure conflict. 7. Gas service will be delivered to the customer for each premise at one (1) point of delivery designated by Clearwater Gas System (see City Code of Ordinances, Chapter 32, Section 32.336). CGS highly discourages the installation of multiple meters on the same premise or the use of multiple fuels (natural gas, propane, fuel oil) on such premise. If such installations are justified due to extraordinary circumstances (such as life safety), these must be approved by the Clearwater Gas System Managing Director, and then the multiple meters or fuel sources must be well marked in a permanent fashion. For life safety control purposes, Clearwater Gas will not permit a fuel source (propane or fuel oil) supplied by another company to co-exist on the same premise or commercial occupancy with a Clearwater Gas natural gas service. Attachment number 1 Page 62 of 67 Ordinance No. 8153-10 27 Section 2. That Chapter 32, Article VIII of the Code of Ordinances of the City of Clearwater is hereby amended as follows: Article VIII. GAS Sec. 32.330. Unified system. All municipal utility properties of the city supplying gas service in and to the city and citizens and inhabitants and users thereof shall be controlled, operated and maintained as provided in section 32.001. See appendix A to this Code, for gas system deposits, fees, service charges and rate schedules. Sec. 32.331. Gas code. The installation of gas pipes, fixtures, appliances and other equipment and appurtenances shall be installed in accordance with the gas code of the city, as adopted in section 47.051, Development Code of the City of Clearwater. The installation of the customer’s gas piping system, fixtures, appliances, and other equipment and appurtenances shall be installed in accordance with the latest edition of the Florida Building Code “Fuel Gas” and the latest edition of NFPA 58 LP Gas Code, or subsequent replacement codes. Sec. 32.332. Application for service. An application for gas service shall be filed with the gas division, whether or not a building permit is required. If a building permit is required, a separate application for a building permit shall be filed with the building division. The applicant shall pay gas system deposits, fees or connection charges at the time the application is filed with the gas division. Sec. 32.333. Permit. See city gas code, as adopted by section 47.051, Development Code of the City of Clearwater, for provisions regarding gas permits pursuant to this article. All installation work of the consumer’s piping system and appurtenances shall require applicable permits and successful inspections by the applicable jurisdictional authority. Sec. 32.334. Tapping and connection. Tapping of all gas mains and service connections shall be done by the gas division or an authorized contractor for the city. Title to all service connections from the main to the meters and meter installations is vested in Attachment number 1 Page 63 of 67 Ordinance No. 8153-10 28 the city, and the same shall at all times be the sole property of the city and shall not be trespassed upon or interfered with in any respect. Such city property shall be maintained by the gas division and may be removed or changed by it at any time. Only licensed gas or plumbing contractors shall make the final connection between CGS gas meter or LP gas service lines and the customer’s gas piping and only after proper permits have been issued by the appropriate jurisdictional authorities, and have attained a successful final gas inspection. Only CGS employees are permitted to turn on gas and initiate service. Sec. 32.335. Maintenance of meters and service lines. The gas division shall have the right to meter any and all gas service lines. The gas division alone shall have the right to stipulate the size, type, make and location of meters, type of meter setting, and the gas delivery pressure. All meters shall be maintained by the City. The customer shall be held responsible for damage to a meter or service line when such damage results from the negligence of the customer. When such damage occurs, the city will furnish and set another meter and repair the damaged meter or make other necessary repairs, and the cost of such repairs, including replacement parts, labor and transportation charges, shall be paid by the customer. Sec. 32.336. Meters and LP Tank--Locations and delivery pressure. Gas service will be delivered to the customer for each premise at one (1) point of service. The location of the meter or tank will be designated by the applicable gas system representative and will typically be within ten (10) feet of the nearest corner of the premise to the gas main and in a location that is expected to be maintained by the customer as accessible, i.e. not expected to be enclosed by fencing or hedges. Each gas meter and service regulator and propane (LP) tank shall be installed in a location readily accessible for reading, inspection, repairs, testing and changing of the meter/tank and operation of the gas shutoff valve, and shall be protected from corrosion and other damage. The customer is responsible for maintaining bushes, vegetation, sprinklers, etc. clear from the meter/tank to allow access and good operational performance. Sprinklers and their flow must be maintained clear of the meter/tank to avoid premature corrosion. Upon discovery of a deficiency and notification to the customer, remedial actions must be made including potentially requiring the relocation of the gas facilities to ensure life safety and to maintain required clearances. If this work is done by CGS personnel, then normal Time and Material charges will apply. The standard delivery pressure of natural gas at the point of delivery to the consumer (the meter) is seven (7) inches water column (approximately ¼ pounds per square inch) and for propane (LP) from the tank is eleven (11) Attachment number 1 Page 64 of 67 Ordinance No. 8153-10 29 inches water column (approximately 3/8 pounds per square inch). An optional delivery pressure above the standard must be requested by the customer or the customer’s contractor in advance and may be approved at the sole discretion of CGS. There are advantages to each pressure and not all may be operationally available at any given location. Sec. 32.337. Status of gas quantity recorded. The quantity of gas recorded by the meter shall be conclusive, except when the meter is found to be registering inaccurately or has ceased to register. In such cases, the quantity may be determined by the average registration of the meter in a corresponding past period or by the average registration of the new meter, whichever method is, in the opinion of the city, representative of the conditions existing during the period in question. Sec. 32.338. Testing. The gas division reserves the right to remove or test any meter at any time and to substitute another meter in its place. In case of a disputed account involving the question of accuracy of the meter, the meter will be tested by the city upon written request of the customer; provided, however, that the meter in question has not been tested by the city within the previous two years. The customer agrees to accept the results of the test made by the city. If the meter tested is found to have an error in registration in excess of three percent as based on the arithmetical average of one-fourth load and full load of the meter, there will be no charge for the testing; but should the test show error in registration less than three percent there shall be a charge for testing the meter. The billing for the testing will be charged to the customer's account. Sec. 32.339. Tampering with. No person other than an agent of the city shall remove, inspect or alter the gas meter or any other part of the gas system located on the premises. The customer shall notify the city of any damage to or any failure of the meter or service line. Sec. 32.340. Authority to turn on gas. (1) Generally. It shall be unlawful for any person other than a CGS employee or a specifically designated agent of the City to turn on, or in any way alter or damage, any gas meter which has been turned off by the City. The customer serviced by the meter shall be held responsible for any actions. (2) Unauthorized connections. A fee shall be charged for the removal of any device which has been installed in lieu of or in addition to a gas meter, except where the pipe or device has been authorized in writing by the City. Attachment number 1 Page 65 of 67 Ordinance No. 8153-10 30 (3) Open meter bypass servicing. A fee, over and above the bill established from the meter reading, shall be charged for the service of turning off the meter bypass valve, when such opening was not previously authorized in writing by the City. (4) Broken stop locks. A replacement fee shall be charged for the replacement of meter stop locks which have been broken or removed. Sec. 32.341. Responsibility for gas in service lines. The City is responsible for the gas contained within the service lines. The term "service line" means a distribution line that transports gas from a common source of supply to a customer meter outlet or the outlet of the second stage LP gas regulator connection to a customer's house piping, or the connection to a customer's piping if there is no customer meter. A customer meter is the meter that measures the transfer of gas from CGS, the gas supplier, to a consumer. The customer is responsible for all maintenance, line locating, and repair of their customer-owned piping system, which is beyond the gas meter outlet or beyond the outlet of the second stage LP gas regulator. Section 3. Should any section, paragraph, sentence or word of this ordinance be declared for any reason to be invalid, the same shall not affect the validity of the ordinance as a whole, or any part thereof other than the part declared to be invalid. Section 4. All ordinances or parts of ordinances in conflict herewith are to the extent of such conflict hereby repealed. Section 5. This ordinance shall become effective upon adoption and shall be applicable to all gas bills and services rendered on or after January 1, 2011. Attachment number 1 Page 66 of 67 Ordinance No. 8153-10 31 PASSED ON FIRST READING _____________________________ PASSED ON SECOND AND FINAL READING AND ADOPTED _____________________________ _____________________________ Frank V. Hibbard Mayor Approved as to form: Attest: ____________________________ _____________________________ Laura Lipowski Mahony Rosemarie Call Assistant City Attorney City Clerk Attachment number 1 Page 67 of 67 Ordinance No. 8153-10 1 ORDINANCE NO. 8153-10 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, RELATING TO UTILITIES; AMENDING THE CODE OF ORDINANCES, APPENDIX A, SCHEDULE OF FEES, RATES AND CHARGES, SECTION XXVI, CLEARWATER GAS SYSTEM FEES, RATES AND CHARGES, TO REVISE RATES FOR CLEARWATER GAS SYSTEM CUSTOMERS; AMENDING THE CODE OF ORDINANCES, SECTION 32, ARTICLE VIII. GAS; PROVIDING AN EFFECTIVE DATE. WHEREAS, the current gas rates and service charges of the Clearwater Gas System have been effective since January 1, 2009; and WHEREAS, it is determined to be fair and reasonable to adopt the recommendations of the Clearwater Gas System to establish gas rates and service charges based on the cost to serve the various classes of customers; now therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. That Appendix A – Schedule of Fees, Rates and Charges of the Code of Ordinances of the City of Clearwater is hereby amended as follows: XXVI. CLEARWATER GAS SYSTEM FEES, RATES AND CHARGES: Rate schedules, fees and charges (§ 32.068): (1) Natural gas service rates. The following monthly rates shall apply to all customers who are provided the availability of natural gas service by the Clearwater Gas System (CGS), based on their applicable class of service: Attachment number 2 Page 1 of 32 Ordinance No. 8153-10 2 (a) Residential natural gas service (rate RS): Firm natural gas service for domestic uses in all residences of three units or fewer. Monthly customer charge . . . . $10.00 Non-fuel energy charge, per therm . . . . $0.48 Minimum monthly bill . . . . $10.00 (b) Small multi-family residential service (rate SMF): Firm natural gas service for all domestic applications within the living units of multi-family buildings of four units or more and the total annual consumption at the premise is 0--17,999 therms. Monthly customer charge . . . . $25.00 Non-fuel energy charge, per therm . . . . $0.48 Minimum monthly bill . . . . $25.00 (c) Medium multi-family residential service (rate MMF): Firm natural gas service for all domestic applications within the living units of multi-family buildings of four units or more and the total annual consumption at the premise is 18,000--99,999 therms. Monthly customer charge . . . . $40.00 Non-fuel energy charge, per therm . . . . $0.48 Minimum monthly bill . . . . $40.00 (d) Large multi-family residential service (rate LMF): Firm natural gas service for all domestic applications within the living units of multi-family buildings of four or more and the total annual consumption at the premise is 100,000 or more. Monthly customer charge . . . . $95.00 Non-fuel energy charge, per therm . . . . $0.48 Minimum monthly bill . . . . $95.00 (e) Small natural gas general service (rate SGS): Firm natural gas service for all commercial, industrial, and other applications Attachment number 2 Page 2 of 32 Ordinance No. 8153-10 3 where no other rate is applicable and the customer's annual consumption at the premise is 0--17,999 therms. Monthly customer charge . . . . $25.00 Non-fuel energy charge, per therm . . . . $0.46 Minimum monthly bill . . . . $25.00 (f) Medium natural gas general service (rate MGS): Firm natural gas service for all commercial, industrial, and other applications where no other rate is applicable and the customer's annual consumption at the premise is 18,000--99,999 therms. Monthly customer charge . . . . $40.00 Non-fuel energy charge, per therm . . . . $0.40 Minimum monthly bill . . . . $40.00 (g) Large natural gas general service (rate LGS): Firm natural gas service for all commercial, industrial, and other applications where no other rate is applicable and the customer's annual consumption at the premise is 100,000 therms or more. Monthly customer charge . . . . $95.00 Non-fuel energy charge, per therm . . . . $0.34 Minimum monthly bill . . . . $95.00 (h) Interruptible natural gas service (rate IS): Interruptible natural gas service available under a standard agreement for typically industrial applications where the customer's annual consumption at the premise is 100,000 therms or more; the customer agrees contractually to purchase a minimum of 250 therms/day (excluding curtailment days); and where the customer has either installed alternative fuel capability and/or contractually agrees to curtail service at the request of the Clearwater Gas System, subject to penalties for failure to comply. Monthly customer charge . . . . $250.00 Non-fuel energy charge, per therm . . . . $0.280 Minimum monthly bill . . . . $250.00 Attachment number 2 Page 3 of 32 Ordinance No. 8153-10 4 Plus the non-fuel therm rate for the minimum number of contract therms per day Note: All customers being served under Contract Rates as of December 31, 2008, will be allowed to remain on their existing contracts until their next expiration date, at which time that contract will automatically be discontinued and the customer will be moved to the applicable standard rate unless a new contract is executed. (i) Contract natural gas service (rate CNS): Contract natural gas service for special applications and conditions approved by the City Manager or designee. This rate is typically applicable where competitive fuel sources are confirmed to be available to the customer and a special rates with special conditions are required to obtain/retain the customer. This rate may be used to construct a special standby rate where the customer requires capability to serve, but normally uses an alternative energy source. Such service must fall within the normal construction feasibility formula to insure a profitable payback to the City. Monthly customer charge.... The same as the normally applicable service class Non-fuel energy charge.... Per therm as established by contract Minimum monthly bill.... Monthly customer charge plus the non- fuel therm rate for a contract level of monthly consumption Note: All customers being served under Contract Rates as of December 31, 2008, will be allowed to remain on their existing contracts until their next expiration date, at which time that contract will automatically be discontinued and the customer will be moved to the applicable standard rate unless a new contract is executed. (j) Residential natural gas air conditioning service (rate RAC): Firm natural gas service for domestic gas air conditioning in all residences of three (3) units or fewer where the gas air conditioning load is separately metered. Note: This rate is closed for new customer applications and is only applicable for residential Attachment number 2 Page 4 of 32 Ordinance No. 8153-10 5 customers on RAC service as of December 31, 2008. New residential air conditioning applications on or after January 1, 2009, will be handled as added services on the standard RS rate application. Monthly customer charge.... $ 10.00 only if this is not already being billed on another metered account at the premise on a firm rate schedule Non-fuel energy charge, per therm.... $0.20 Minimum monthly bill.... $ 10.00 at the premise on a firm rate schedule (k) General natural gas air conditioning service (rate GAC): Firm natural gas air conditioning service for all commercial, industrial, and other non-residential applications where the installed gas air conditioning capacity is 0--149 tons and the gas air conditioning load is separately metered. Monthly customer charge.... $ 25.00 only if this is not already being billed on another metered account at the premise on a firm rate schedule Non-fuel energy charge, per therm.... $ 0.15 Minimum monthly bill.... $ 25.00 at the premise on a firm rate schedule (l) Large natural gas air conditioning service (rate LAC): Firm natural gas air conditioning service for all commercial, industrial, and other non-residential applications where the installed gas air conditioning capacity is 150 tons or more and the gas air conditioning load is separately metered. Attachment number 2 Page 5 of 32 Ordinance No. 8153-10 6 Monthly customer charge.... $ 40.00 only if this is not already being billed on another metered account at the premise on a firm rate schedule Non-fuel energy charge, per therm.... $ 0.10 Minimum monthly bill.... $ 40.00 at the premise on a firm rate schedule (m) Natural gas street lighting service (rate SL): Natural gas service for lighting of public areas and ways. Service may be either metered or estimated at the sole discretion of the gas system. The customer may elect to either: x subscribe for normal street lighting maintenance and relighting labor service, or they may x call Clearwater Gas System for repair service and pay normal hourly labor charges (see other miscellaneous gas charges), or they may elect to x maintain their own lights. Repair equipment and/or parts supplied by Clearwater Gas System will be billed as required. When the gas system provides poles, fixtures, piping, and/or installation labor beyond the service connection point, facilities contract charges may be assessed including any right-of-way permitting and utilization charges. Monthly customer charge . . . . $20.00 Non-fuel energy charge, per therm . . . . $0.20 Normal maintenance and relighting labor service charge, per therm . . . . $0.15 additional Plus any required equipment/parts Minimum monthly bill . . . . $20.00 Plus any applicable facilities contract charges Attachment number 2 Page 6 of 32 Ordinance No. 8153-10 7 (n) Contract natural gas transportation service (rate CTS): Service for transportation of someone else's natural gas through the Clearwater Gas System for supply to another gas system or an individual customer. This is a contract natural gas service and must be approved by the City Manager or designee. Provision of this service must fall within the normal construction feasibility formula to insure a profitable payback to the City. Monthly customer charge.... As established by contract (typically the same as the normally applicable service class) Non-fuel energy charge.... Per therm as established by contract (typically the same as the normally applicable service rate plus charges for balancing services and any additional services desired by the customer) Minimum monthly bill.... Monthly customer charge plus the non- fuel therm rate for a contracted level of minimum monthly flow as well as any facilities contract charges for special facilities and metering required to provide this transportation service (o) Natural gas vehicle service (rate NGV): Natural gas service for fleet vehicle fueling and for Compressed Natural Gas (CNG) Fueling Stations operated by Clearwater Gas System. This is a contract rate approved by the City Manager. Provision of this service must fall within the normal construction feasibility formula to insure a profitable payback to the City. NGV fleet services will be separately metered and must service exclusively fleet fueling facilities. CNG Fueling Station rates will be metered through dispensing apparatus and billed at rates similarly approved by the City Manager, except that contracts may be established for certain customer fleets based on volumes. Attachment number 2 Page 7 of 32 Ordinance No. 8153-10 8 Note: This rate is not applicable for residential or small general service rate applications (fewer than 18,000 therms of annual use for the customer’s fleet vehicles). Such non-fleet applications will be billed underserved through the customer’s normal meter and at the normal rate applicable to the premise, but a separate meter may be requested by the customer to allow measurement for federal or state excise tax credit purposes. Where an additional meter is requested, CGS may charge for its initial installation and any future additional maintenance required but will not add an additional monthly customer charge to the premise. NGV services will be separately metered and must service exclusively fleet fueling facilities. Monthly customer charge.... The same as the normally applicable service class Non-fuel energy charge, per therm.... Per therm as established by contract which will include any applicable customer-specific or public fill station per therm facilities charges required to provide this service Minimum monthly bill.... Monthly customer charge, if applicable, plus any monthly facilities contract charges for special facilities, metering or fleet conversion costs required to provide this service Note: The total energy charges for this service including all adjustments, facilities charges, taxes, etc. may be expressed as a rate "per gallon equivalent of gasoline or diesel." (p) Natural gas emergency generator or other standby service (rate NSS): Natural gas service to a metered account, separately established for back-up service, where no substantial gas service is used for year round purposes. Note: This rate is not applicable for Attachment number 2 Page 8 of 32 Ordinance No. 8153-10 9 Residential single-family applications. Such residential emergency generator applications are handled under the RS rate application. Monthly customer charge . . . . $50.00 Non-fuel energy charge, per therm . . . . $0.46 Minimum monthly bill . . . . $50.00 Plus any facilities contract charges for the facilities and metering required to serve this account (2) Propane (LP) gas service rates. The following rates shall apply to all customers who are provided the availability of propane (LP) gas service by the Clearwater Gas System, based on their applicable class of service. Clearwater Gas requires all residential customer accounts have year round, whole house water heating as a minimum criteria for qualifying for service. (a) Residential Bulk Propane Gas Service (Rate BRLP): Bulk delivered LP service for “year round” domestic uses (such as water heating, cooking, heating, clothes drying, and lighting) in all residences of three (3) units or fewer. Usage Class Annual Units/Gallons Non-fuel Energy Charge per Gallon Non-refundable Annual Customer Charge 1 0—60 $1.80 $210.00 2 60.1--120 $1.60 $180.00 3 120.1--300 $1.00 $90.00 4 >300 $0.90 $75.00 Attachment number 2 Page 9 of 32 Ordinance No. 8153-10 10 (b) Residential "Will Call" Propane Gas Service (Rate WRLP: Bulk delivered LP Service for all customers with exclusively “leisure living” domestic uses (such as pool/spa heating, fireplaces, and grills) plus customers with “year round” appliances who request “will call” status in all residences of three (3) units or fewer. A “Will Call” customer is responsible for monitoring tank fuel level, assessing when they will need a fill, and requesting propane delivery. No trip charge for delivery if customer can wait for a normally scheduled four (4)-business day delivery. Trip charges for early delivery are located in (3)(h). Note that the four (4) business days start on the next business day after the customer’s request, i.e. if the customer calls with a “Will Call” fill request on Monday, then we will fill no later than the following Friday. Usage Class Annual Units/Gallons Non-fuel Energy Charge per Gallon Non-refundable Annual Customer Charge 1 0—120 $1.60 $150.00 2 >120 $0.90 $75.00 (c) Residential Loop System Propane Gas Service (Rate LRLP): Metered delivery LP service for all domestic uses within a loop delivery system (Propane Distribution system serving multiple customers.) Monthly Customer Charge. . . . . . . . . . . . . $10.00 Non-Fuel Energy Charge Per gallon . . . . . . . . . $0.90 Minimum Monthly Bill . . . . . .$10.00 (d) Commercial Propane Gas Service (Rate BCLP): Bulk delivered LP service for commercial, industrial, and other applications where no other rate is applicable. Attachment number 2 Page 10 of 32 Ordinance No. 8153-10 11 Usage Class Annual Units/Gallons Non-fuel Energy Charge per Gallon Non- refundable Annual Customer Charge 1 0--2500 $0.25 $90.00 2 >2500 $0.20 $90.00 (e) Residential Metered Propane Gas Service (Rate MRLP): Metered delivered LP service for all domestic uses in all residences of three (3) or fewer. Monthly customer charge . . . . $10.00 Non-fuel energy charge: Per gallon . . . . $1.90 Minimum monthly bill . . . . $10.00 (f) Multi-family Metered Propane Gas Service (Rate MMLP): Metered delivered LP service for all domestic applications within the living units of multi-family buildings of four (4) units or more. Monthly customer charge . . . . $25.00 Non-fuel energy charge: Per gallon . . . . $1.90 Minimum monthly bill . . . . $25.00 (g) General Metered Propane Gas Service (Rate MGLP): Metered delivered LP service for all commercial, industrial, and other applications where no other rate is applicable and the annual consumption at the premise is 0--2,500 gallons. Monthly customer charge . . . . $25.00 Attachment number 2 Page 11 of 32 Ordinance No. 8153-10 12 Non-fuel energy charge: Per gallon . . . . $0.30 Minimum monthly bill . . . . $25.00 (h) Large Metered Propane Gas Service (Rate MLLP): Metered delivered LP service for all commercial, industrial, and other applications where no other rate is applicable and the annual consumption at the premise is more than 2,500 gallons. Monthly customer charge . . . . $40.00 Non-fuel energy charge: Per gallon . . . . $0.25 Minimum monthly bill . . . . $40.00 (i) Contract Propane Gas Service (Rate CLP): Contract metered or bulk delivered LP gas service for special applications and conditions approved by the city manager or designee. This rate is typically applicable where competitive fuel sources are confirmed to be available to the customer and a special rate with special conditions are is required to obtain/retain the customer. Such service must fall within the normal construction feasibility formula to insure a profitable payback to the city. Monthly customer charge. The same as the normally applicable service class Non-fuel margin rate. Per gallon as established by contract Minimum monthly bill. Monthly customer charge plus the non-fuel usage rate for contracted level of monthly consumption. Note: All customers being served under Contract Rates as of December 31, 2008, will be allowed to remain on their existing contracts until their next expiration date, at which time that contract will automatically be discontinued and the customer will be moved to the applicable standard rate unless a new contract is executed. Attachment number 2 Page 12 of 32 Ordinance No. 8153-10 13 (j) Propane (LP) Gas Vehicle Service (Rate LPV): Propane gas service for fleet vehicle fueling. This is a contract rate approved by the City Manager or designee. Provision of this service must fall within the normal construction feasibility formula to insure a profitable payback to the city. Note: This rate is not applicable for residential or small general service rate applications (fewer than 20,000 gallons of annual use for the customer’s fleet vehicles). Such non-fleet applications will be served through the customer’s normal meter and at the normal rate applicable to the premise. LPV services will be on a separate account servicing exclusively fleet fueling facilities. Monthly customer charge. $40.00 for general service applications only if a customer charge is not already being billed on another metered account at the premise on a firm rate schedule. Non-fuel energy charge. Per gallon as established by contract, which includes any applicable customer-specific or public, fill station facilities charges required to provide this service. Minimum monthly bill. Monthly customer charge plus any applicable monthly facilities contract charges for special facilities, metering or fleet conversion costs required to provide this service. Note: The total energy charges for this service including all adjustments, facilities charges, taxes, etc., may be expressed as a rate "per gallon equivalent of gasoline." (k) Propane Metered Gas Emergency Generator or Other Standby Service (Rate LPSM): LP gas service to an account separately established for back-up service, where no other substantial gas service is used for year round purposes. Note: This rate is closed for new residential customer applications and is only applicable for residential customers on LPSM service as of December 31, 2008. Monthly customer charge . . . . $50.00 Non-fuel energy charge: Per gallon . . . . $1.00 Minimum monthly bill . . . . $50.00 Initial metered usage charge. A one-time charge for the number of gallons required to initially fill the LP tank (size as requested by the customer). Attachment number 2 Page 13 of 32 Ordinance No. 8153-10 14 (l) Propane Bulk-Delivered Gas Emergency Generator or Other Standby Service (Rate LPSB): LP gas service to an account separately established for back-up service, where no other substantial gas service is used for year round purposes. Note: This rate is closed for new residential customer applications and is only applicable for residential customers on LPSB service as of December 31, 2008. Annual customer charge . . . . $420.00 Non-fuel energy charge: Per gallon . . . . $1.00 Initial delivery charge. A one-time charge for the number of gallons required to initially fill the LP tank (size as requested by the customer) plus the initial annual customer charge. (m) Effect of Energy Conservation Measures on Usage Classes in (a) and (b) above: Should the customer install a more energy efficient appliance or appliances while a customer of CGS and this causes their usage to drop, such that their Usage Class would change thereby increasing the Annual Customer Charge and/or the Non-Fuel Energy Rate, then the estimated effect of the more efficient appliance on annual usage may be added to the actual annual usage to determine the customer’s applicable Usage Class. This is intended to ensure that the customer is not adversely impacted for such energy efficient installation. (3) Other gas charges. The following charges and fees may also be applied to customers of the Clearwater Gas System served under an applicable natural gas or propane (LP) gas service rate: (a) Facilities contract charge (rider FCC): A rider applicable to any of the above rates to cover installation of facilities beyond those typically provided to other customers of the class or beyond the costs incorporated into the applicable gas rate. Attachment number 2 Page 14 of 32 Ordinance No. 8153-10 15 On-going FCC charges.... A monthly flat or per unit consumed charge calculated to cover the on-going estimated maintenance costs associated with the special or additional facilities. These charges will be contractual and subject to annual revisions upward based on the CPI index or based on a revised cost calculation at the discretion of the City Manager or designee. Time-limited FCC charges.... A monthly flat or per unit consumed charge calculated to cover the costs associated with additional facilities as requested by the customer, excess main and service construction costs which do not meet the construction feasibility formula, or appliance/equipment sales costs. Such charges may include other applicable costs associated with furnishing the requested facilities, including financing costs. Where such FCC charges result from the additional costs incurred by Clearwater Gas System at the request of the developer to achieve feasibility, such FCC charges are binding upon the future customers/occupants of such applicable accounts for the period necessary to meet the feasibility calculation for the project. Public fill station facilities charge.... A natural gas per therm or propane (LP) per gallon charge calculated to recover the common facilities costs to provide such service. This will be calculated and may be updated from time-to-time by the gas system and approved by the City Manager or designee. (b) Purchased gas adjustment (rider PGA): A rider applicable to all natural gas therm rates and propane (LP) gallon rates to Attachment number 2 Page 15 of 32 Ordinance No. 8153-10 16 recover the cost of the Clearwater Gas System purchased gas supply, including losses and use by gas system facilities/equipment and other applicable expenses. The currently calculated PGA rates for all rate schedules, unless specifically broken out by contract, are: Natural gas firm standard rate schedule PGA, per therm. . $1.270.87 Natural gas interruptible and contract (non-standard) rate schedule PGA, per therm . . . .$1.190.79 Propane (LP) gas rate schedule PGA: Per gallon . . . .$2.261.87 The above PGA rates are based on the weighted average cost of gas (WACOG) as currently approved for October 20082010. These PGA rates will normally be adjusted annually in October and may be adjusted upward or downward from time-to-time with the approval of the City Manager or designee based on actual and projected supply costs and projected consumption levels in order to recover the total cost of the gas system's supply plus all costs attributable to the acquisition of system supply gas and other applicable expenses. The over or under recovery of these PGA costs will be computed monthly and an adjustment in the PGA rate will be made at the discretion of the City Manager or designee. The differential between the Natural Gas Firm firm Standard standard Rate rate Schedule schedules PGA and the Natural Gas Interruptible and Contract contract (Nonnon- Standardstandard) Rate rate Schedule schedules PGA will be established and approved by the city City manager Manager or designee for each semi-annual period based on the available records for the most recent 12 months. This differential will typically be computed by dividing the transmission pipeline "reservation charges" component of the WACOG by the therms sold to all of the natural gas firm rate schedules. The gas system may also segment specific gas purchases for specific targeted customer(s) based on contract. Additionally, a fixed monthly amount may be added to the customer charge of applicable classes of natural gas service rates to recover the estimated impact of the added costs associated with gas purchased through a third-party transporter (including generally east of the Suncoast Parkway in Pasco County). These added monthly customer charges shall be credited to the overall PGA recovery account and will be initially set at: Residential ……………………………………….. $ 58.00 per month Small General Service & Multi-Family ..………. $ 15.00 per month Attachment number 2 Page 16 of 32 Ordinance No. 8153-10 17 Medium General Service & Multi-Family … ….. $ 30.00 per month Large General Service & Multi-Family ………... $ 65.00 per month Interruptible Service …………………………….. $150.00 per month Contract Rates --- Apply the same as the normal class of customer using the above schedules based on usage level Similarly, a differential between LP Gas standard rates and contract LP rates may be computed to exclude a portion of the other costs attributed to LP PGA other than physical gas. This differential will be calculated by the Gas System Managing Director annually based on historical costs and will be approved by the City Manager or designee. The gas system may also segment specific LP gas purchases for specific targeted customer(s) based on contract. These added monthly customer charges may be adjusted upward or downward from time-to-time with the approval of the City Manager or designee based on actual and projected added PGA costs. (c) Energy conservation adjustment (rider ECA): A rider applicable to all firm standard (non-contract) natural gas therm rates and non- contract propane (LP) gallon rates to recover the cost of energy conservation programs undertaken by the Clearwater Gas System as approved by the Gas System Managing Director. The ECA will not be applied to interruptible natural gas or other non-standard contract rates, except for that portion of ECA, which is collected as a part of the PGA, which may be up to one-half of the annual average ECA billing rate. The currently calculated ECA rates are: Natural Gas Rate Schedule ECA, per therm . . . . $0.140.10 Propane (LP) Gas Rate Schedule ECA: Per gallon . . . . $0.140.10 The above ECA rates are as currently approved for October 20082010. These ECA rates will normally be reviewed annually in October and may be adjusted upward or downward from time-to-time with the approval of the City Manager or designee based on actual and projected energy conservation program costs and projected consumption levels in order to recover the total cost of applicable gas system programs as approved by the City Manager since March 1, 1995, including energy conservation incentive payments as well as the applicable labor and other costs attributable to such energy conservation programs and other applicable expenses. The over or under recovery of these ECA costs will be computed and an Attachment number 2 Page 17 of 32 Ordinance No. 8153-10 18 adjustment in the ECA rate will be made at the discretion of the City Manager or designee. (d) Regulatory imposition adjustment (rider RIA): A rider applicable to all firm standard (non-contract) natural gas therm rates and non- contract propane (LP) gallon rates to recover the cost of environmental, new operator qualification, new distribution integrity, additional inspection, additional survey, and other new regulatory imposed program requirements imposed on the Clearwater Gas System by federal, state or local regulatory agencies. The RIA will not be applied to interruptible natural gas or other non-standard contract rates. The currently calculated RIA rates are: Natural Gas Rate Schedule RIA, per therm . . . . $0.00 Propane (LP) gas rate schedule RIA: Per gallon . . . . $0.00 The above RIA rates are as currently approved for October 20082010. Note that this RIA rider incorporates the former as Environmental Imposition Adjustment (EIA), which covers the was the prior applicable adjustment. These RIA rates will normally be reviewed annually in October and may be adjusted upward or downward from time-to-time with the approval of the City Manager or designee based on actual and projected environmental project costs and projected consumption levels in order to recover the total cost of gas system environmental cost impositions as approved by the City Manager since February 1, 1993, as well as the labor and other costs attributable to such environmental projects. This RIA will also includes Other Regulatory Adjustment (ORA) charges, such as new operator qualification, new distribution integrity, additional required inspections, additional survey and other new regulatory imposed program requirements and regulatory fees imposed on the Clearwater Gas System by federal, state or local regulatory agencies after July 1, 2008. These RIA rates (EIA + ORA) will normally be reviewed annually in October and may be adjusted upward or downward from time to time to reflect the over or under recovery of these RIA costs will be computed and an adjustment in the RIA rate may be made at the discretion of the City Manager or designee. (e) Usage and Inflation adjustment (rider UIA): A rider applicable to all standard non-contract natural gas therm rates and standard non- contract propane (LP) gallon rates to recover loss of planned base non-fuel revenues to the Clearwater Gas System due to changes in Attachment number 2 Page 18 of 32 Ordinance No. 8153-10 19 use per customer from the test year values as set in the 2008 Gas Rate Study (see below) as well as the change in inflation as measured by the Consumer Price Index for U. S. City average of all urban consumers (CPI-U). The currently calculated UIA rates are: Natural gas rate schedule UIA, per therm . . . . $0.00 for Residential and . . . . $0.00 for Commercial Propane (LP) gas rate schedule UIA, per gallon . . . .$0.00 for Residential and . . . . . . . . . . . . . . . . . . . . . . . $0.00 for Commercial The above UIA rates are as currently approved for October 2008 2010as Weather Normalization Adjustment (WNA), which was the prior applicable adjustment. The UIA rates may be implemented at the sole discretion of the City Manager or designee based on variations from the 2008 most recent established Gas Rate Study values: CPI-U as prepared by the U. S. Department of Labor, Bureau of Labor Statistics (basis July 2008 September 2009) Residential Use per customer based on annual therms/natural gas single-family customer. Note that this factor may be applied to all residential standard (non-contract) rate classes for natural gas as well as propane. Commercial Use per customer based on annual therms/natural gas standard and(non- contract) general service customers excluding Interruptible customers. Note that this factor may be applied to all general service standard (non- contract) rate classes for natural gas as well as propane. (f) Franchise and other city/county fees recovery clause (rate FFR): A charge levied by the Clearwater Gas System on every purchase of gas within a municipality or county area to recover the costs assessed by governmental entities in accordance with the franchise agreement in force between the City of Clearwater and that other governmental entity and including any other otherwise unrecoverable fees, special taxes, payments in lieu of taxes, or other impositions by any governmental entity (including the City of Clearwater) on the services of the Clearwater Gas System sold within such municipality or county area. The fees collected within each governmental jurisdiction shall be used exclusively to pay the franchise fees and other governmental fees, taxes, and other impositions levied on Attachment number 2 Page 19 of 32 Ordinance No. 8153-10 20 services within that governmental jurisdiction. Within the City of Clearwater where a franchise agreement is not in force, the City of Clearwater will levy a six percent payment in lieu of taxes on all gross firm natural gas sales (excluding interruptible) and the Clearwater Gas System will bill this in the same manner as if it were a franchise fee. (g) Tax clause (TAX - Various): All taxes due the appropriate governmental entities (such as but not limited to State of Florida gross receipts tax, State of Florida sales tax, county sales tax, municipal utility tax, and others which may be legally levied from time to time on the purchase of gas) will be billed to the customer receiving such service and rendered to the governmental entity in accordance with the applicable statute, ordinance, or other legally enforceable rule. (h) Other miscellaneous gas charges: The following charges are applicable whenever applicable gas services are rendered the customer: Meter turn-on residential, scheduled next business day or beyond (per account for new customers, seasonal reconnects, and after nonpayment disconnect including turn-on of pilot lights) . . . $50.00 Meter turn-on residential, same day as requested by customer by 12:00 Noon (per account for new customers, seasonal reconnects, and after non-payment disconnect including turn-on of pilot lights) . . . $10075.00 Meter turn-on commercial/industrial scheduled next business day or beyond (per account for new customers, seasonal reconnects, and after nonpayment disconnect including turn-on of pilot lights) . . . $95.00 for up to 4 appliances. Added appliances, per each, add … $10.00 Meter turn-on commercial/industrial, same day as requested by customer by 12:00 Noon and with the approval of the local fire marshal as required (per account for new customers, seasonal reconnects, and after nonpayments disconnect including turn-on of pilot lights) . . . $190.00 for up to 4 appliances. Added appliances add, per each, add … $20.00 Meter read for residential account change (no meter turn-on required but may include turn-on of gas pilot lights) . . . $40.00 Attachment number 2 Page 20 of 32 Ordinance No. 8153-10 21 Meter read for commercial/industrial account change (no meter turn- on required but may include turn on of gas pilot lights) . . . $80.00 Replace broken stop or locks on meters . . . . Time and materials Meter or LP Tank Connection or Re-connection to customer-owned piping system . . . Time and materials Relocate gas meter . . . . Time and materials Install bumper posts or other necessary protection for meters, LP tanks, or other gas equipment …. Time and materials Turn-on or Turn-off Residential gas pilot lights only on next business day or beyond as requested by the customer (per account) . . . . $50.00 Turn-on or Turn-off Residential gas pilot lights only on same day if requested by the customer by 12:00 Noon . . . $75.00 Turn-on or Turn-off Commercial gas pilot lights only on next business day or beyond as requested by the customer (per account) . . . . $4595.00 Turn-on or Turn-off Commercial gas pilot lights only on same day service if requested by the customer by 12:00 Noon . . . $190.00 Standard “Time and Materials”Charge Rates” for Service and Repair, or iInstallation, or other work performed by CGS personnel (one hour minimum) plus materials: 1 person crew . . . Trip Charge of $50.00 plus time on- site/quarter hour or portion thereof . . . $9525.00 2 person crew . . . Trip Charge of $75.00 plus time on- site/quarter hour or portion thereof . . . $15940.00 The above Rates are based on work within the CGS “normal” Natural Gas Service Territory. Where customers request work to be done outside of the normal CGS Service Territory . . . Added time will be assessed for the travel to and from the Territory border to the Customer’s Site. Attachment number 2 Page 21 of 32 Ordinance No. 8153-10 22 The time and trip charges associated with providing all quotes and developing plans will be added to the cost of the billed job. These “Time Charge Rates” as well as the other fixed miscellaneous charge rates in this section may be reviewed and adjusted from time-to-time with the approval of the City Manager or designee based on changes in the CPI-U inflation measure since July 2008. Additionally, the Gas System Managing Director may approve “Contract Service Charge Rates” for customers who regularly use CGS’ Service & Repair and will contractually subscribe for such use. Overtime surcharge for all work including installation, service and repair, and maintenance (as requested by the customer for after operational hoursevenings (including same day requests received after 12:00 Noon), weekends, and holidays) . . . . Double normal Trip and time charges Overtime surcharge for call-out turn-ons or lighting of pilots (as requested by the customer for after operational hours (including same day requests received after 12:00 Noon)evenings, weekends, and holidays). . . . Double same day charge Special meter reading at customer request including billing inquiries where reading is determined to be accurate (per account). . . $45.00 Gas meter test at customer request- if results are within limits (per meter) . . . . $150.00 Reset residential gas meter after same customer requests removal (per meter) . . . $150.00 Unauthorized meter bypass or hookup . . . . Time and materials plus ten percent of the average monthly bill for each day since last reading deemed to be accurate Emergency response for non-Clearwater Gas System consumers or other utilities . . . . Time and materials Full Propane Fuel recovery and ownership of L.P. gas from tank . . . . Time and materials plus 0.700 per gallon removed. The LP fuel in the tank is non-refundable. If the customer provides an approved for service, listed LP gas container, then we will transfer as much LP gas as practical. Full abandonment and/or removal of buried LP tank is at( CGS’ sole discretion decision). If the underground tank is removed, then any required- L landscaping or site restoration by is Attachment number 2 Page 22 of 32 Ordinance No. 8153-10 23 the responsibility of the customer. If the tank is abandoned on-site, CGS will make it safe by removing the gas and filling it with water (water provided by the customer) and the tank ownership then becomes the customer. Tanks will be considered out of service and fuel abandoned by the customer if container is on site more than 12 months without a contract for service or paying entity for the annual customer charge. In such case, CGS will, at its sole discretion, either remove or abandon the tank. Other services not normally provided including work on customer property beyond the meter outlet or the outlet of the second stage LP regulator, such as for gas leak surveys, Cathodic protection corrosion control, customer-owned gas line locating, and; any related repairs to the customer facilities or master-metered gas distribution systems as required by regulation as well as any work required to correct deficiencies or any work required to move facilities. . . . Time and materials Collector fee, See Appendix A - Public Works Utility Tariffs, Section (4)(a)3 Dishonored check service fee, See Code of Ordinances, Section 2.528 Missed appointment (CGI) - Customer not present at time as arranged or equipment not accessible. Applicable miscellaneous gas charges (overtime surcharges may apply). Residential “Will Call” and special request delivery Propane Gas Service trip charges for early delivery: $50.00 trip charge if the customer requests delivery for the next business day delivery or for requests a scheduled delivery of for fewer than 4 business days, $10075.00 trip charge for same business day delivery for requests received by 12:00 Noon, or $250150.00 trip charge for same day delivery service outside normal business hoursrequests after 12:00 Noon and before operational hours end at 3:30 pm, or $250.00 trip charge for all “call out” fills received after 3:30 pm on normal operational days, or on holidays, or on weekends. Attachment number 2 Page 23 of 32 Ordinance No. 8153-10 24 Trip charges will be applied even if LP tank is inaccessible or customer is not present when required, (CGI). A minimum fill charge of $100.00 for bulk, “Will Call” or metered delivery customers that request a delivery, in fewer than 4 business days. “Will Call” or special request delivery charges will also apply. Leak investigation (make safe only) . . . . . . . . .. . . . . . . No charge If turn-on of pilots the applicable charges apply Additional repairs……………………….Time & Materials Special seasonal gas turn-on.... The City Manager or designee is authorized to reduce or eliminate the normal gas turn-on charge to attempt to levelize the workload at the beginning of the heating season. Pipeline Damage Claims Any person or company who actively engages in excavating, boring, tunneling, horizontal directional drilling, backfilling, digging, removal of above ground structures by mechanical means and other earth moving operations, within the Clearwater Gas System service territory, shall be required to notify the one call notification system 48 hours excluding weekends and holidays before digging commences (References Florida Statutes §556 and OSHA 1926.651). If a person or company causes damage to an above or under ground pipeline facilities owned by Clearwater Gas System and through negligence or accident or otherwise has been deemed liable for the damages, then that entity shall be responsible for all costs associated with the damage. This will include the cost of gas lost (billed at the purchased gas adjustment rate), time and materials to repair the damage, all labor cost associated with turning off and on gas accounts that were affected as a result of the damage, and any Attachment number 2 Page 24 of 32 Ordinance No. 8153-10 25 third party claims plus administrative costs. The party or parties responsible shall remit payment for all claims directly to Clearwater Gas System upon receipt of invoice or notification of the City of Clearwater Risk Management Department. (4) Gas contract and rate application policies: The following represent policies of the City of Clearwater as applied by the Clearwater Gas System: (a) Uniformity of rate and service application: To the extent that the customer requests a review of his/her rate account, all rates, charges and contract provisions are intended to be consistently and uniformly applied to all customers of the same type with the same usage characteristics, fuel options, and equipment capabilities. Any customer who feels that they have been treated unjustly and is unable to resolve the dispute with Clearwater Gas System personnel and management has full access to the normal City of Clearwater utilities dispute resolution process as defined in the City Code of Ordinances, Chapter 32, Section 32.004. (b) Contract rate level determination: It is the policy of Clearwater Gas System to offer a customer or potential customer who currently uses or has access to an alternate energy source and has the capability to use this alternate energy source, or is otherwise deemed to be a threat to discontinue gas usage, a rate level adequate to acquire or preserve the gas load, provided that such a rate application will provide a reasonable profit margin to the Clearwater Gas System and the extension of any capital investment to serve such a customer falls within the normal gas system construction feasibility formula. Where the capability to use such alternative energy source will require an initial additional capital outlay by the customer, the contract rate may be based on a net present value calculation over the expected life of the facility. (c) Rate schedule reductions or minor changes: The City Manager is authorized to reduce the billing charge(s) for any rate schedule(s) or to make minor rate schedule modifications in keeping with towards achieving the "cost of service based rates" as recommended in the most recent rate study done for the Clearwater Gas System. (d) Main and service extension construction feasibility: Whenever a prospective customer requests a new gas service, the Clearwater Gas System will extend service to the prospective customer under the following conditions: Attachment number 2 Page 25 of 32 Ordinance No. 8153-10 26 1. Design considerations. The extension of gas service to the perspective customer can be reasonably accomplished within good engineering design, access can be secured though easements or right-of-way, and the service will not jeopardize the quality of gas service to existing customers. 2. Main line extension construction feasibility. The maximum capital investment which will be made by the Clearwater Gas System to extend main lines and services to serve a new customer(s) shall be seven times the estimated annual gas revenue to be derived from the facilities less the cost of gas and the cost of monthly meter reading, customer accounting and billing. The formula shall be: Non-Fuel Energy Rate x Estimated Annual Therms/Gallons = Estimated Annual Gas Non-Fuel Revenues x 7 Years = Maximum Investment for Construction Feasibility Note: The Monthly Customer Charge is not included in the above calculation because it is assumed to cover the cost of meter reading, customer accounting and billing. 3. Service line extensions. The Clearwater Gas System will install gas service lines off of the main line at no charge to the customer under the following circumstances: A year round customer has installed “year round” gas equipment (such as water heating, cooking, heating, clothes drying, and lighting) with an estimated minimum annual consumption of two therms per foot of service line required (Note that “Leisure Living” appliance (such as pool/spa heating, fireplaces, and grills) usage will only be counted at ½ of estimated usage and only if combined with a water heater), or The cost of such service line extension meets the Maximum investment for Construction Feasibility (as defined "d." above), excluding “Leisure Living” appliances unless a water heater is installed for daily use. Customers who do not meet the criteria for service extensions as set forth above will either be charged the estimated construction cost per foot for the excess footage or pay a contribution in aid of construction (CIAC) to cover the deficiency amount from the above construction feasibility Attachment number 2 Page 26 of 32 Ordinance No. 8153-10 27 formula or enter into a facilities charge contract sufficient to cover this deficiency within a period of seven years. 4. Customer contribution required. If the capital construction costs to extend the main exceed the maximum investment for construction feasibility, the developer/customer(s) will be required to either provide a non-reimbursable CIAC to cover the excess investment amount or satisfy this deficiency by entering into a facilities charge contract sufficient to cover this deficiency within a period of seven years. Such facilities contract charges may be reduced or potentially discontinued entirely to the extent that other customer(s) are added beyond the initial customer(s), the facilities covered by the facilities contract charges are used to serve these additional customer(s), and to the extent that there are calculated excess dollars above the additional customer(s) maximum investment for construction feasibility minus the capital construction costs for the mains to serve these additional customer(s). 5. Conversion of equipment to natural gas. The Clearwater Gas System will provide the “labor only” to convert the customer's existing appliance orifice(s) (if convertible) to accept natural gas at no labor cost to the customer, provided that the customer’s gas use is year round. The customer will be responsible for the cost of all other related conversion parts such as controls, gas valves, gas safety devices, additional piping, appliance venting, provisions for combustion or make- up air, or to correct any code deficiency, or to provide any required engineering evaluation for unlisted or unlabeled appliances plus the cost of gas inspections and related permits. A commercial or industrial customer must enter into an agreement to exclusively use the natural gas service of the Clearwater Gas System for a period to allow for recovery of Clearwater Gas costs; and this amount, when added to the other cost to serve amounts, still renders the project feasible. 6. Relocation of gas service facilities. When alterations or additions to structures or improvements on any premise, roadway right-of-way or public easement, which requires the Clearwater Gas System to relocate metering, LP tank, service line, or main line, or when such relocation is requested by the customer, or others, for whatever reason, the customer or others, will be required to reimburse the Clearwater Gas System for all or any part of the costs incurred to accomplish Attachment number 2 Page 27 of 32 Ordinance No. 8153-10 28 such relocation of gas system facilities to remain code compliant and resolve their potential structure conflict. 7. Gas service will be delivered to the customer for each premise at one (1) point of delivery designated by Clearwater Gas System (see City Code of Ordinances, Chapter 32, Section 32.336). CGS highly discourages the installation of multiple meters on the same residential single-family premise or the use of multiple fuels (natural gas, propane, fuel oil) on such premise. If such installations are justified due to extraordinary circumstances (such as life safety), these must be approved by the Clearwater Gas System Managing Director, and then the multiple meters or fuel sources must be well marked in a permanent fashion. For life safety control purposes, Clearwater Gas will not permit a fuel source (propane or fuel oil) supplied by another company to co-exist on a the same residential single family premise or commercial occupancy with a Clearwater Gas natural gas service. Section 2. That Chapter 32, Article VIII of the Code of Ordinances of the City of Clearwater is hereby amended as follows: Article VIII. GAS Sec. 32.330. Unified system. All municipal utility properties of the city supplying gas service in and to the city and citizens and inhabitants and users thereof shall be controlled, operated and maintained as provided in section 32.001. See appendix A to this Code, for gas system deposits, fees, service charges and rate schedules. Sec. 32.331. Gas code. The installation of gas pipes, fixtures, appliances and other equipment and appurtenances shall be installed in accordance with the gas code of the city, as adopted in section 47.051, Development Code of the City of Clearwater. The installation of the customer’s gas piping system, fixtures, appliances, and other equipment and appurtenances shall be installed in accordance with the latest edition of the Florida Building Code “Fuel Gas” and the latest edition of NFPA 58 LP Gas Code, or subsequent replacement codes. Attachment number 2 Page 28 of 32 Ordinance No. 8153-10 29 Sec. 32.332. Application for service. An application for gas service shall be filed with the gas division, whether or not a building permit is required. If a building permit is required, a separate application for a building permit shall be filed with the building division. The applicant shall pay gas system deposits, fees or connection charges at the time the application is filed with the gas division. Sec. 32.333. Permit. See city gas code, as adopted by section 47.051, Development Code of the City of Clearwater, for provisions regarding gas permits pursuant to this article. All installation work of the consumer’s piping system and appurtenances shall require applicable permits and successful inspections by the applicable jurisdictional authority. Sec. 32.334. Tapping and connection. Tapping of all gas mains and service connections shall be done by the gas division or an authorized contractor for the city. Title to all service connections from the main to the meters and meter installations is vested in the city, and the same shall at all times be the sole property of the city and shall not be trespassed upon or interfered with in any respect. Such city property shall be maintained by the gas division and may be removed or changed by it at any time. Only licensed gas or plumbing contractors shall make the final connection between CGS gas meter or LP gas service lines and the customer’s gas piping and only after proper permits have been issued by the appropriate jurisdictional authorities, and have attained a successful final gas inspection. Only CGS employees are permitted to turn on gas and initiate service. Sec. 32.335. Maintenance of meters and service lines. The gas division shall have the right to meter any and all gas service lines. The gas division alone shall have the right to stipulate the size, type, make and location of meters, and type of meter setting, and the gas delivery pressure. All meters shall be maintained by the cityCity. The customer shall be held responsible for damage to a meter or service line when such damage results from the negligence of the customer. When such damage occurs, the city will furnish and set another meter and repair the damaged meter or make other necessary repairs, and the cost of such repairs, including replacement parts, labor and transportation charges, shall be paid by the customer. Sec. 32.336. Meters and LP Tank--Locations and delivery pressure. Gas service will be delivered to the customer for each premise at one (1) point of service. The location of the meter or tank will be designated by the applicable gas system representative and will typically be within ten (10) feet of the nearest corner of the premise to the gas main and in a location Attachment number 2 Page 29 of 32 Ordinance No. 8153-10 30 that is expected to be maintained by the customer as accessible, i.e. not expected to be enclosed by fencing or hedges. Each gas meter and service regulator and propane (LP) tank shall be installed in a location readily accessible for reading, inspection, repairs, testing and changing of the meter/tank and operation of the gas shutoff valve, and shall be protected from corrosion and other damage. The customer is responsible for maintaining bushes, vegetation, sprinklers, etc. clear from the meter/tank to allow access and good operational performance. Sprinklers and their flow must be maintained clear of the meter/tank to avoid premature corrosion. Upon discovery of a deficiency and notification to the customer, remedial actions must be made including potentially requiring the relocation of the gas facilities to ensure life safety and to maintain required clearances. If this work is done by CGS personnel, then normal Time and Material charges will apply. The standard delivery pressure of natural gas at the point of delivery to the consumer (the meter) is seven (7) inches water column (approximately ¼ pounds per square inch) and for propane (LP) from the tank is eleven (11) inches water column (approximately 3/8 pounds per square inch). An optional delivery pressure above the standard must be requested by the customer or the customer’s contractor in advance and may be approved at the sole discretion of CGS. There are advantages to each pressure and not all may be operationally available at any given location. Sec. 32.337. Same--Status of gas quantity recorded. The quantity of gas recorded by the meter shall be conclusive, except when the meter is found to be registering inaccurately or has ceased to register. In such cases, the quantity may be determined by the average registration of the meter in a corresponding past period or by the average registration of the new meter, whichever method is, in the opinion of the city, representative of the conditions existing during the period in question. Sec. 32.338. Same--Testing. The gas division reserves the right to remove or test any meter at any time and to substitute another meter in its place. In case of a disputed account involving the question of accuracy of the meter, the meter will be tested by the city upon written request of the customer; provided, however, that the meter in question has not been tested by the city within the previous two years. The customer agrees to accept the results of the test made by the city. If the meter tested is found to have an error in registration in excess of three percent as based on the arithmetical average of one-fourth load and full load of the meter, there will be no charge for the testing; but should the test show error in registration less than three percent there shall be a Attachment number 2 Page 30 of 32 Ordinance No. 8153-10 31 charge for testing the meter. The billing for the testing will be charged to the customer's account. Sec. 32.339. Same--Tampering with. No person other than an agent of the city shall remove, inspect or alter the gas meter or any other part of the gas system located on the premises. The customer shall notify the city of any damage to or any failure of the meter or service line. Sec. 32.340. Authority to turn on gas. (1) Generally. It shall be unlawful for any person other than a CGS employee or a specifically designatedan agent of the city City to turn on, or in any way alter or damage, any gas meter which has been turned off by the cityCity. The customer serviced by the meter shall be held responsible for any actions. (2) Unauthorized connections. A fee shall be charged for the removal of any device which has been installed in lieu of or in addition to a gas meter, except where the pipe or device has been authorized in writing by the cityCity. (3) Open meter bypass servicing. A fee, over and above the bill established from the meter reading, shall be charged for the service of turning off the meter bypass valve, when such opening was not previously authorized in writing by the cityCity. (4) Broken stop locks. A replacement fee shall be charged for the replacement of meter stop locks which have been broken or removed. Sec. 32.341. Liability Responsibility for gas in service lines. The city City is responsible for the gas contained within the service lines. The term "service line" means a distribution line that transports gas from a common source of supply to a customer meter outlet or the outlet of the second stage LP gas regulator connection to a customer's house piping, whichever is farther downstream, or the connection to a customer's piping if there is no customer meter. A customer meter is the meter that measures the transfer of gas from CGS, the gas supplier,an operator to a consumer. The customer is responsible for all maintenance, line locating, and repair of their customer-owned piping system, which is beyond the gas meter outlet or beyond the outlet of the second stage LP gas regulator. Section 3. Should any section, paragraph, sentence or word of this ordinance be declared for any reason to be invalid, the same shall not affect the validity of the ordinance as a whole, or any part thereof other than the part declared to be invalid. Attachment number 2 Page 31 of 32 Ordinance No. 8153-10 32 Section 4. All ordinances or parts of ordinances in conflict herewith are to the extent of such conflict hereby repealed. Section 5. This ordinance shall become effective upon adoption and shall be applicable to all gas bills and services rendered on or after January 1, 2011. PASSED ON FIRST READING _____________________________ PASSED ON SECOND AND FINAL READING AND ADOPTED _____________________________ _____________________________ Frank V. Hibbard Mayor Approved as to form: Attest: ____________________________ _____________________________ Laura Lipowski Mahony Rosemarie Call Assistant City Attorney City Clerk Attachment number 2 Page 32 of 32 Clearwater Clearwater Gas SystemGas System Gas Rate ReviewGas Rate Review Gas Rate StudyGas Rate StudyGas Rate StudyGas Rate Study Black & Veatch completed a Cost of Black & Veatch completed a Cost of Service and Rate Study update for Service and Rate Study update for Clearwater Gas SystemClearwater Gas SystemClearwater Gas SystemClearwater Gas System Current gas rates and service Current gas rates and service charges have been effective since charges have been effective since January 1, 2009January 1, 2009 ObjectivesObjectivesObjectivesObjectives Evaluate adequacy of existing rates Evaluate adequacy of existing rates to meet operational & capital needsto meet operational & capital needs Verify current rates are applied Verify current rates are applied Verify current rates are applied Verify current rates are applied correctlycorrectly Project CGS Financial Position for Project CGS Financial Position for 2010 2010 ––2014 based on current rates2014 based on current rates Recommend any changes neededRecommend any changes needed RecommendationsRecommendationsRecommendationsRecommendations CGS current rates are adequateCGS current rates are adequate ––No changes proposed for base ratesNo changes proposed for base rates Service labor rates revisedService labor rates revised ––Current: hourly with 1 hour minimumCurrent: hourly with 1 hour minimum––Current: hourly with 1 hour minimumCurrent: hourly with 1 hour minimum ––Proposed: trip charge + ¼ hour rateProposed: trip charge + ¼ hour rate Implement contract service charge ratesImplement contract service charge rates Recalculate commercial use factorRecalculate commercial use factor Reduce same day residential turnReduce same day residential turn--onon Other ChangesOther ChangesOther ChangesOther Changes Revise wording of current ordinance Revise wording of current ordinance throughout to clarify responsibilities & throughout to clarify responsibilities & reflect current operating proceduresreflect current operating proceduresreflect current operating proceduresreflect current operating procedures Update recovery factors to reflect Update recovery factors to reflect October 2010 reference levelsOctober 2010 reference levels Clearwater Clearwater Gas SystemGas System Gas Rate Changes Proposed Effective January 1, 2011 Gas Rate Changes Proposed Effective January 1, 2011 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Authorize a purchase order for payment of premiums under the City’s 1% Life Insurance program for the continuation of group life insurance plans with New York Life Insurance in the amount of $360,000 for the 36-month period from November 1, 2010, to October 31, 2013, in accordance with Sec. 2.564(1)(j), Code of Ordinances, Exceptions to bid and quotation procedure. (consent) SUMMARY: The City maintains a group life insurance benefit for employees, referred to as the 1% Life Insurance Program, under which the City matches employee contributions for individual life insurance premiums in an amount not to exceed 1% of the employee’s annual salary. Of the present 1% Life Insurance participating vendors, only New York Life Insurance currently maintains employee enrollment in numbers great enough that the total dollar amounts for employee and City contributions to premiums require City Council approval authorizing a purchase order for payment. This purchase order will provide for funds to cover fiscal years 2010, 2011, and 2012. Type:Other Current Year Budget?:None Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:Annual Operating Cost: Not to Exceed:$360,000 Total Cost: For Fiscal Year:2010 to 2012 Appropriation Code Amount Appropriation Comment 0-699-00000-218-315-000- 0000 $360,000 Review Approval: 1) Financial Services 2) Office of Management and Budget 3) Legal 4) Clerk 5) Assistant City Manager 6) Clerk 7) City Manager 8) Clerk Cover Memo Attachment number 1 Page 1 of 1 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve renewal of the City’s Statutory Death Benefits Policy with The Hartford Financial Services Group providing accidental death and disability coverages for all full-time Law Enforcement Officers, Firefighters, and applicable Administrators for the two-year period from October 1, 2010 through September 30, 2012, at a pre-paid cost of $20,423. (consent) SUMMARY: The City’s current policy with The Hartford to provide statutorily required accidental death and disability benefits to sworn Police and Fire personnel expired on September 30, 2010. The City’s Agent of Record, the Gehring Group, obtained quotes from The Hartford and two other providers, Chubb and Chartis, for a renewal of the policy. The Hartford submitted the lowest quote and offered a two-year premium rate of $20,423 on a pre-paid basis, which would result in a 30% savings from the City’s current annual premium rate for this insurance. Due to state regulations, insurance carriers cannot offer rate guarantees in excess of 24 months for AD and D cases. This policy, effective for the two-year period from October 1, 2010 through September 30, 2012, provides for a statutorily required increase in benefits at a discounted rate guaranteed for two years, with no annual renewal application requirement and the ability to cancel the policy at any time with no penalty. Type:Other Current Year Budget?:None Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:Annual Operating Cost: Not to Exceed:Total Cost:$20,423 For Fiscal Year:2011 to 2012 Appropriation Code Amount Appropriation Comment 0590-00000-155130-000- 000-0000 $20,423Pre-paid Review Approval:1) Office of Management and Budget 2) Legal 3) Clerk 4) Assistant City Manager 5) Clerk 6) City Manager 7) Clerk Cover Memo The Hartford Can Help You Navigate Through Life’s Journeys Statutory Death Benefits Insurance Proposal for City of Clearwater PO Box 4748 Clearwater, FL 33758-4748 Issued: September 15, 2010 Proposal Valid for 60 days Attachment number 1 Page 1 of 17 Statutory Insurance Proposal for City of Clearwater. Page 2 of 17 Business Travel Accident Welcome to The Hartford Our Company Founded in 1810, The Hartford 1 Financial Services Group, Inc. is more than just an insurance company. We’re a premier financial services provider that offers a complete portfolio of insurance and financial services products to customers around the world. The Hartford serves millions of customers worldwide including individuals, institutions, and businesses through independent agents and brokers, financial institutions, and online. After nearly 200 years in business, The Hartford is known for its financial strength and stability, superior customer service, and continued operational excellence. We’re proud of our accomplishments, which haven’t gone unnoticed by the media and public. Over the past few years we’ve received many awards, including Connecticut’s Employer of the Year, Outstanding Insurance Company of the Year, the James Brady Award, an Emmy Award - Taking Charge, Seven EDI (Equality, Dignity, Independence) Easter Seal Awards, and Achievement in Disability Management from Risk Insurance Magazine. What sets us apart is our attitude. We believe that our products should do more than protect our customers. They should help customers look forward to and feel confident about their future. The Hartford is one of the largest life and disability insurance groups in the U.S. Its investment portfolio is of the highest quality, and its financial returns continue to earn strong stable ratings in the industry 2 . Along with a reputation for rock solid financial stability, this carrier has become known for its innovation in developing products for today’s insurance climate. A.M. Best A Fitch A- “Excellent” “Strong” Standard & Poor’s A Moody’s A3 “Strong” “Good” 1 The Hartford® is The Hartford Financial Services Group, Inc. and its subsidiaries, including issuing companies Hartford Life Insurance Company and Hartford Life and Accident Insurance Company. Policies sold in New York are underwritten by Hartford Life Insurance Company. Home Office of both companies is Simsbury, CT. All benefits are subject to the terms and conditions of the policy. Policies underwritten by the issuing companies listed above detail exclusions, limitations, reduction of benefits and terms under which the policies may be continued in force or discontinued. This brochure/presentation explains the general purpose of the insurance described, but in no way changes or affects the policy as actually issued. In the event of a discrepancy between this brochure and the policy, the terms of the policy apply. Complete details are in the Certificate of Insurance issued to each insured individual and the Master Policy as issued to the policyholder. Benefits are subject to state availability. 2 A.M. Best, last affirmed 3/24/10; Fitch, last affirmed 3/24/10; Standard & Poor’s, last affirmed 3/24/10; Moody’s, last affirmed 3/24/10. Attachment number 1 Page 2 of 17 Statutory Insurance Proposal for City of Clearwater. Page 3 of 17 Business Travel Accident Eligible Persons: x Class 1: All Full-time Law Enforcement Officers and Administrators of the Policyholder. x Class 2: All Full-time Firefighters and Administrators of the Policyholder. Layout of Benefits: Hazard Benefit Amount Class 1 C-62 C-64 C-31 VL 118 ADD AD AD $ 65,000 $ 65,000 $ 190,000 Class 2 C-62 C-64 C-31 VL 118 ADD AD AD $ 65,000 $ 65,000 $ 190,000 Hazard Descriptions: x C-62 In the Line of Duty Coverage x C-64 Fresh Pursuit Coverage x C-31 VL 118 Unlawful and Intentional Death Coverage Additional Benefits: x Accident Total Disability – $100.00 weekly benefit x Day Care – $5,000.00 x Education – $5,000.00 x Family Medical Premium Benefit – $5,000 per year, Maximum of 5 years (Single case filing for this benefit will be completed upon receipt to bind coverage) x Funeral Expense – $1,000.00 x Rehabilitation – 5% to a Max of $25,000 x Seatbelt – 5% to a Max of $25,000 x Spouse Education – $5,000.00 x Beneficiary Assist – Multiple Services x Worldwide Travel Assistance – Multiple Services x Medical Evacuation – Up to a combined max of $1,000,000 x Repatriation – Up to a combined max of $1,000,000 x Dismemberment Loss/Paralysis Attachment number 1 Page 3 of 17 Statutory Insurance Proposal for City of Clearwater. Page 4 of 17 Business Travel Accident Policy Modifications: The definition of injury under this plan is amended to include the following: x Any occupational condition or impairment of health of a fireman or any law enforcement officer or correctional officer caused by tuberculosis, heart disease, or hypertension resulting in death shall be presumed to be accidental, suffered in the line of duty and to be a covered Injury. To be entitled to this presumption, the definitions and requirements of Section 112.18 must be met. x Any firefighter, paramedic, emergency medical technician, law enforcement officer, or correctional officer who suffers an occupational condition or impairment of health that is caused by hepatitis, meningococcal meningitis, or tuberculosis, that requires medical treatment, and that results in death shall be presumed to have been accidental and to be a covered Injury. To be entitled to this presumption, the definitions and requirements of Section 112.181 must be met. x Any covered firefighter, paramedic, emergency medical technician, law enforcement officer, or correctional officer who suffers an occupational condition or impairment of health that is caused by exposure to a toxic substance, adverse results or complications from a smallpox vaccination, or a mental or nervous Injury, that requires medical treatment, and that results in death shall be presumed to have been accidental and to be a covered Injury. To be entitled to this presumption, the definitions and requirements of Section 112.815 must be met. This plan provides accidental death coverage for police officers and firefighters which is no less restrictive than benefits specified by Florida statutes 112.19, paragraphs 2) a, b, c, f, and j and 112.191, paragraphs 2) a, b, c and i. Exclusions: This plan does not cover any loss resulting from: 1. Intentionally self-inflicted injury, suicide or attempted suicide, whether sane or insane (in Missouri, while sane); 2. War or act of war, whether declared or undeclared; 3. Injury sustained while in the armed forces of any country or international authority. Notes: x The sum of $1,000 for funeral and burial expenses required by Statute 112.19 2(f) is covered under our policy as our coverage is no less restrictive than benefits specified by Florida statutes 112.19, paragraphs 2) a, b, c, f, and j and 112.191, paragraphs 2) a, b, c and i. x If coverage is bound, the Family Medical Premium Benefit will need to be filed as a single case filing with the State of Florida. This process typically takes 3-4 weeks upon complete information being presented to the State. If the state does not approve this benefit for any reason, we will increase the ADD amount for Hazard C-62 (in the line of duty) by $25,000 to compensate until the benefit is filed and approved by the State of Florida. Attachment number 1 Page 4 of 17 Statutory Insurance Proposal for City of Clearwater. Page 5 of 17 Business Travel Accident Premium Options: Term Premium 2 Year Rate Guarantee Paid In Annual Installments of: $10,779 2 Years Prepaid Premium: $20,423 *Due to Florida Regulation 690-149.005 - Section 14 (a) thru (e), insurance carriers can no longer offer rate guarantees in excess of 24 months for Florida sitused AD&D cases. The 2-year policy payable in annual installments has the following benefits: • Offered at a discount • Rate guarantee for 2 years • Renewal application not required every year • Policyholder can cancel at any time (no cancellation penalty) If you would like to see this regulation by the state, we would be more than happy to provide it. Assumptions "Assumption" means something taken for granted or accepted without proof; a supposition; a valid assumption. x The following are the assumptions FL. Hartford standard filed contract language applies unless approved in advance by Underwriting. State filings or specially drafted contract language is not assumed in the quoted rates. x The Hartford reserves the right to re-price: - if the sold plan design differs from the proposed/quoted plan design - for changes in State or Federal Insurance regulations - if a material misstatement of the information provided in the RFP, bid specifications, claim experience, or plan of benefits is discovered post-sale x Assumes claims incurred prior to the effective date of the contract will be the liability of the prior carrier. All Assumptions must be verified/confirmed prior to binding coverage. The quote will not be binding until all missing information is received, reviewed, and approved in writing by The Hartford. It is our company policy not to accept any “last look” opportunity that is not also provided to other carriers. If you decide to provide other carriers with the opportunity to make a best and final offer we would also appreciate the opportunity to do so. Attachment number 1 Page 5 of 17 Statutory Insurance Proposal for City of Clearwater. Page 6 of 17 Business Travel Accident Accidental Death & Dismemberment Benefits What Losses Are Covered? If an Insured Person's injury results in any of the following losses within the Loss Period of 365 days after the date of accident, this personal accident plan will pay the sum shown opposite the loss. We will not pay more than the Principal Sum for all losses due to the same accident. For Loss of: Life The Principal Sum Both Hands or Both Feet or Sight of Both Eyes The Principal Sum One Hand and One Foot The Principal Sum Speech and Hearing The Principal Sum Either Hand or Foot and Sight of One Eye The Principal Sum Movement of Both Upper and Lower Limbs (Quadriplegia) The Principal Sum Movement of Both Lower Limbs (Paraplegia) Three-Quarters of The Principal Sum Movement of Both Upper and Lower Limbs of One Side of the Body (Hemiplegia) One-Half of The Principal Sum Either Hand or Foot One-Half of The Principal Sum Sight of One Eye One-Half of The Principal Sum Speech or Hearing One-Half of The Principal Sum Thumb and Index Finger of Either Hand One-Quarter of The Principal Sum Loss means with regards to hands and feet, actual severance through or above the wrist or ankle joints; sight, speech, or hearing, entire and irrecoverable loss thereof; with regard to thumb and index finger, actual severance through or above metacarpophalangeal joints, movement of limbs, complete and irreversible paralysis. Injury means a bodily injury resulting directly and independently of all other causes from an accident. Loss resulting from sickness or disease, or medical or surgical treatment of a sickness or disease is not covered. The accident must occur while an insured is covered under the policy. We will not pay more than the Principal Sum for all losses due to the same accident. Exposure and Disappearance We will pay for a loss if an Insured is exposed to the elements because of a covered accident due to forced landing, stranding, sinking or wrecking of a conveyance in which the insured was an occupant at the time of the accident. We will presume an insured suffered a loss of life if his or her body has not been found within one year after a covered accident involving the disappearance of a conveyance in which the insured was an occupant at the time due to accidental forced landing, stranding, sinking or wrecking. Attachment number 1 Page 6 of 17 Statutory Insurance Proposal for City of Clearwater. Page 7 of 17 Business Travel Accident Accidental Death Benefit If an Insured Person's injury results in loss of life, we will pay the Principal Sum shown in the Layout of Benefits. Disappearance An Insured Person will be presumed to have suffered loss of life if: a) his or her body has not been found within one year after the disappearance of a conveyance in which he or she was an occupant at the time of its disappearance; b) the disappearance of the conveyance was due to its accidental forced landing, stranding, sinking or wrecking; and c ) this policy would have covered injury resulting from the accident. Attachment number 1 Page 7 of 17 Statutory Insurance Proposal for City of Clearwater. Page 8 of 17 Business Travel Accident Hazards x C-62 (In the Line of Duty Coverage While On The Business of The Policyholder): This Hazard covers Injury resulting from: a) an accident; and b) an accident while the Insured Person is on, boarding or alighting from a Civil Aircraft or MAC Aircraft; or c) being struck by an aircraft; which occurs anywhere in the world while On the Business of the Policyholder. On the Business of the Policyholder means business while on assignment by or at the direction of the Policyholder whether on or off the premises of the Policyholder for the purpose of furthering the business of the Policyholder. _______________________________________________________________________________________ x C-64 (Fresh Pursuit Coverage for Police Officers and Firefighters While On The Business of the Policyholder): This Hazard covers Injury which: a) for law enforcement, correctional, or correctional probation officers results in Accidental Death that occurs: 1. as a result of the officer's response to fresh pursuit; 2. as a result of the officer's response to what is reasonably believed to be an emergency; 3. at the scene of a traffic accident to which the officer has responded; or 4. while the officer is enforcing what is reasonably believed to be a traffic law or ordinance. b) for firefighters, results in Accidental Death as a result of the firefighter's response to what is reasonably believed to be an emergency involving the protection of life or property. Fresh Pursuit means the pursuit of a person who has committed or is reasonably suspected of having committed a felony, misdemeanor, traffic infraction or violation of a county or municipal ordinance. Fresh Pursuit shall not necessarily imply instant pursuit, but pursuit without reasonable delay. _______________________________________________________________________________________ x C-31 VL 118 (Unlawful and Intentional Death While On The Business Of The Policyholder): This Hazard covers death resulting from the unlawful and intentional killing of the Insured Person which occurs anywhere in the world: a) in the performance of actual duties; and b) while on the business of the Policyholder. The term "while on the business of the Policyholder" as used herein means while on assignment by or at the direction of the Policyholder whether on or off the premises of the Policyholder, for the purpose of furthering the business of the Policyholder. _______________________________________________________________________________________ Attachment number 1 Page 8 of 17 Statutory Insurance Proposal for City of Clearwater. Page 9 of 17 Business Travel Accident Additional Benefits x Accident Total Disability Benefit: We will pay the Weekly Benefit (80% of salary) for each week of an Insured Person's Total Disability. Payment will not exceed the Maximum Payment Period (104 weeks). Total Disability must result from an injury, and begin within 30 days after the accident which requires the regular care of a legally qualified physician. For Total Disability of less than one week, one-seventh of the Weekly Benefit will be paid per day. Total Disability means the complete and continuous inability of the Insured Person to perform all the duties of his or her regular occupation. ___________________________________________________________________________________________ x Day Care Benefit: A Day Care Benefit is paid if: a) We pay a death claim for the unlawful and intentional death of the Insured Person; b) the Insured Person had a Dependent Child under age 11 at the time of death; and c) proof of enrollment in a Day Care Program is provided as described below. Payment will be made to the person who has legal physical custody of the dependent child and who has primary responsibility for the dependent child's expenses. Payment will be made in accordance with the Claims provision of the Policy. Proof of enrollment for each child in a Day Care Program may be in the form of, but will not be limited to, the following: (a) a copy of the child's approved enrollment application in a Day Care Program; or (b) canceled check(s) evidencing payment to a Day Care facility or Day Care Provider; or (c) a letter from the Day Care facility or Day Care provider stating that the child is attending a Day Care Program or has been enrolled in a Day Care Program and will be attending within 365 days of the date of the Insured's death. Proof of enrollment must be sent to us prior to the last day of the 12th month on or next following the date of the Insured's death. One Day Care Benefit payment will be made each year, for a maximum of 2 Day Care Benefit payments, for each Dependent Child. The Day Care Benefit is the lesser amount of: (a) $5,000.00; or (b) the actual cost charged per year by the Day Care Program. Day Care Program means a program of child care which: (a) is operated in a private home, school or other facility; and (b) provides, and makes a charge for, the care of children; and (c) is licensed as a Day Care center or is operated by a licensed Day Care provider, if such licensing is required by the state or jurisdiction in which it is located; or (d) if licensing is not required, provides child care on a daily basis for 12 months a year. Child or Children means the Insured's unmarried child, stepchild, legally adopted child, child in the process of adoption or foster child who is less than age 11 and primarily dependent on the Insured for support and maintenance. ___________________________________________________________________________________________ Attachment number 1 Page 9 of 17 Statutory Insurance Proposal for City of Clearwater. Page 10 of 17 Business Travel Accident x Education Benefit: If a Principal Sum is payable under the Accidental Death and Dismemberment Benefit because of the Insured Person's death due to an unlawful and intentional act, We will pay an Education Benefit to each Student as follows: A Student is a person for whom we receive proof that he or she: a) is the Insured Person's Dependent on the date of his or her death; and b) is a full-time post-high school Student in a school for higher learning on the date of the Insured Person's death; or c) became a full-time post-high school Student in a school for higher learning within 365 days after the Insured Person's death and was a Student in the 12th grade on the date of the Insured Person's death. He or she is not considered to be a Student after the first to occur of: a) our payment of the 4th Education Benefit to or on behalf of that person; or b) the end of the 12th consecutive month during which We have not received proof that he or she is a Student. The Education Benefit is an amount equal to the lesser of: a) $5,000.00 per year; or b) the actual annual tuition, exclusive of room and board, charged by the institution of higher learning per school year. We will not pay more than one Education Benefit to any one Student during any one school year. The Education Benefit is payable to each Dependent: a) on the date; and b) for whom; we receive proof that he or she is a Student. Child or Children means the Eligible Person's unmarried child, stepchild, legally adopted child, child in the process of adoption or foster child: a) who is less than age 19 and primarily dependent on the Eligible Person for support and maintenance; or b) who is at least age 19 but less than age 25 who: 1. regularly attends an institution of learning; and 2. is primarily dependent on the Eligible Person for support and maintenance. ___________________________________________________________________________________________ Attachment number 1 Page 10 of 17 Statutory Insurance Proposal for City of Clearwater. Page 11 of 17 Business Travel Accident x Family Medical Premium Benefit (subject to state approval): If a covered individual suffers a catastrophic injury or loss of life in the line of duty that is payable under this policy, and such loss is a result of: 1) an act of violence committed by another person while the insured is engaged in the performance of your duties; 2) an assault under riot conditions; or 3) the insured’s response to fresh pursuit, the insured’s response to what is reasonably believed to be an emergency, or an unlawful act perpetrated by another; this benefit provides an annual reimbursement for the dependents' health insurance premium for the specified duration and up to the specified annual maximum. Dependent means: 1) the spouse or domestic partner who is not legally separated or divorced from the covered individual on the date of the accident; and 2) a dependent child until the end of the calendar year in which he or she reaches the age of 25, and a) at the time of loss, the child was dependent upon the covered individual for support; and b) the child continues to be dependent for support, or the child is a full-time or part-time student and is dependent for support. We must receive Proof of Loss, in accordance with the provisions of the Policy within 12 months of the covered individual’s catastrophic injury/death. The benefit amount will be the lesser of $5,000 or the annual actual cost of the dependents’ health insurance premium each year, for a maximum of 5 years. Proof of payment of health insurance premium must be submitted annually. If, within that 5-year period: 1) the spouse dies or remarries; or 2) the dependent child is no longer dependent for support, dies or reaches the end of the calendar year in which he or she reaches the age of 25, the benefit will not longer be payable for that person’s portion of the health insurance premium, and the benefit amount shall be re-determined. ___________________________________________________________________________________________ x Rehabilitation Benefit: If an Insured Person's injury results in any loss payable under this policy, other than loss of life, within the Loss Period 365 days after the date of accident, we will pay a benefit equal to the lesser of the Expense Incurred for Rehabilitative Training; a Percentage of the Insured Person's Principal Sum (5%); or the Maximum Amount ($25,000) for Rehabilitative Training. The expense must be incurred within 2 years of the date of accident. Rehabilitative Training means any training which is required due to the Insured Person's injury and prepares the Insured Person for an occupation in which he or she would not have engaged except for the injury. Expense Incurred means the actual cost of the training and materials needed for the training. ___________________________________________________________________________________________ Attachment number 1 Page 11 of 17 Statutory Insurance Proposal for City of Clearwater. Page 12 of 17 Business Travel Accident x Seat Belt Benefit: If an employee sustains an Injury that results in a Loss payable under the AD&D Benefit, this benefit provides an additional Seat Belt benefit. The Injury must occur while the injured person was a passenger riding in; or the licensed operator of a properly registered Motor Vehicle and was wearing a Seat Belt at the time of the Accident as verified on the police accident report - Pays 5% of the Principal Sum up to a maximum of $25,000. This benefit does not cover losses if the covered person is under the influence of any intoxicant, excitant, hallucinogen or any narcotic or other drug, or similar substances as verified in the police accident report, and is operating the automobile. ___________________________________________________________________________________________ x Spouse Education Benefit: A Spouse Education Benefit is paid to the Spouse if we pay a death claim for the Insured Person's unlawful and intentional death. The Insured Person's Spouse, to qualify for this Education Benefit, must enroll in an Occupational Training program within one year of the date of the Insured Person's death for the purpose of obtaining an independent source of income. The Education Benefit is an amount equal to the lesser of: (a) $5,000.00; or (b) the Expense Incurred for Occupational Training. The expense must be incurred within 3 years of the date of the Insured Person's death. We will pay the Education Benefit due immediately after we receive proof that the Insured Person's Spouse has enrolled in an Occupational Training program. Occupational Training means any educational, professional, or trade training program which prepares the Insured Person's Spouse for an occupation for which he or she otherwise would not have been qualified. Expense Incurred means: (a) the actual tuition charged, exclusive of room and board; and (b) the actual cost of the materials needed; or the Occupational Training program. Spouse means the Insured Person's wife or husband who was not legally separated or divorced from the Insured Person when he or she died. ___________________________________________________________________________________________ Attachment number 1 Page 12 of 17 Statutory Insurance Proposal for City of Clearwater. Page 13 of 17 Business Travel Accident Additional Services Identity Protection Support Identity theft is one of the fastest growing crimes in the United States today and has been the top consumer complaint received by the FTC for the seventh year in a row.3 To protect our policyholders the Hartford has added Identity Protection Support, provided by Trilegiant Corporation 4 , to all Business Travel Accident policies at no additional charge. All eligible employees are covered 24/7 – even while at home! Recovering your identity can be overwhelming as well as costly, but the Hartford’s Identity Protection Support Service will provide the necessary assistance to cover all of the groundwork. Our Identity Protection Support Service offers an array of identity fraud services to help victims restore their identity. Benefits Include: x A toll-free number for professional fraud support 24 hours a day. x Access to a certified personal caseworker who follows the case until it is resolved. x Overnight delivery of a personalized fraud resolution kit with instructions and resources for identity theft victims. x Access to emergency cash, travel planning, and message relay services. Trilegiant will assist in: i. Contacting the three major credit reporting agencies to put a fraud alert on your credit files. 1. Notifying any companies where you maintain accounts that are affected by fraud. 2. Filing disputes regarding any inaccurate information in your credit report with the appropriate credit reporting agencies. 3. Alerting the United States Postal Service should you suspect someone has filed a change of address for you or has used the mail system to commit theft. 4. Contacting your local bank if you believe your checks have been stolen or forged. 5. Alerting the Social Security Administration if you suspect that someone has fraudulently used your Social Security number. 6. Contacting the Securities and Exchange Commission if you have reason to believe your investments were tampered with. 7. Notifying the Internal Revenue Service if you suspect the identity theft is somehow connected to a tax violation. This is a general description of the program. A more detailed explanation of the Identity Theft Support Service, including exclusions and limitations, is available through your Hartford sales contact. 3 Consumer Fraud and Identity Theft Complaint Data January – December 2006, Federal Trade Commission, February 2007 4 is an affinity marketer of membership, insurance, package enhancement, and loyalty programs and services since 1973. Attachment number 1 Page 13 of 17 Statutory Insurance Proposal for City of Clearwater. Page 14 of 17 Business Travel Accident Beneficiary Assist After a loss, employees or their families may need help in dealing with complex personal issues. For example, those who have lost a working spouse can find themselves suddenly forced to assume new responsibilities and make difficult financial decisions. To provide the support people need at a time of loss - in addition to a check - The Hartford offers Beneficiary Assist, a service that combines grief, financial and legal counseling. Beneficiary Assist is included with all group life and accident plans. Services are available to: x Beneficiaries of an insured person who dies; x Insured person who qualifies for benefits from a group accident policy because of accidental injury. Beneficiary Assist services are provided by ComPsych 5 , the largest provider of employee assistance programs, managed behavioral health, work/life, and crisis intervention services. ComPsych's clinical, legal, financial, and work/life experts are available 24 hours a day, 365 days a year. x All counselors hold a master's or PhD degree in counseling and are licensed in the states in which they practice. x Attorneys are licensed in their respective states. Financial consultants are certified through the Institute of Certified Financial Planners. 5 Founded in 1984, ComPsych is the world’s largest provider of global employee assistance programs (EAPs) and is the pioneer and leading provider of fully integrated EAP, behavioral health, wellness, work-life, crisis intervention services and outsourced HR solutions under the GuidanceResources brand. Attachment number 1 Page 14 of 17 Statutory Insurance Proposal for City of Clearwater. Page 15 of 17 Business Travel Accident Worldwide Travel Assistance When you’re traveling, emergencies can occur. Help is now only a phone call away with Europ Assistance USA 6 - a 24 hour toll free emergency service that can help you access emergency assistance while you’re traveling 100 miles or more from your primary home for 90 days or less. In addition to emergency services, you have access to a wide range of pre-trip informational services. This service is available absolutely free as part of The Hartford’s Group Travel Plan. What Is Europ Assistance? Europ Assistance is there when a crisis strikes. Multilingual service professionals stand ready to assist travelers before and during travel to over 200 countries worldwide. Worldwide Assistance Services, Inc. is part of the Europ Assistance Group which: ; Has over 125 million covered members worldwide; ; Completes over 8,000 emergency medical transports worldwide each year; ; Handles over 36 million telephone calls each year (one call per second); ; Handles over 6 million cases in one year (1 case every 5 seconds); ; Employs over 400 medical professionals What Services Are Offered? Under Europ Assistance Services, you can receive three kinds of services - Emergency Medical Assistance, Emergency Personal Services, and Pre-Trip Information. Emergency Medical Assistance x Medical Referrals – Refers you to Physicians, dentists, and medical facilities worldwide. x Medical Monitoring – During the course of a medical emergency, professional case managers, including physicians and nurses, will monitor your level of care and determine if further intervention, medical transportation or possibly repatriation is needed. x Medical Evacuation – Transportation to the closest medical facility that can provide an appropriate level of care will be arranged and paid for if medically necessary. x Repatriation – Transportation home for further medical treatment will be arranged and paid for if medically necessary. x Traveling Companion Assistance – If traveling companion’s previously made travel arrangements are lost due to your hospitalization, new arrangements will be arranged and funded. x Dependent Children Assistance – If, due to your hospitalization, your dependent children are left unattended, travel arrangements will be made and funded for their return home with a qualified escort if necessary. x Visit by a Family Member or Friend – If you are traveling alone and are hospitalized for at least 7 consecutive days or are in critical condition, travel arrangements will be made and funded for a family member or friend to visit. x Emergency Medical Payments – Advances funds to cover on-site medical expenses, upon satisfactory guarantee of reimbursement. 6 Founded in 1963, Europ Assistance USA stands ready 24/7 to help its customers by providing rapid, appropriate assistance to people in distress. Attachment number 1 Page 15 of 17 Statutory Insurance Proposal for City of Clearwater. Page 16 of 17 Business Travel Accident x Return of Mortal Remains – The proper return of remains for burial will be arranged and paid for in the event of death while traveling. x Replacement of Medication and Eyeglasses – Your prescription or eyeglasses will be replaced if lost, stolen, or used up, subject to local law, whenever possible. Payment for the prescription medication, eyeglasses or any shipping expense is your responsibility. Emergency Personal Services: x Sending and Receiving Emergency Messages - Emergency messages can be relayed to and from friends, relatives and business associates toll-free 24 hours a day, 7 days a week through the Worldwide Assistance Customer Service Center. x Emergency Travel Arrangements – Makes new travel arrangements or changes airline, hotel and care rental reservations. x Emergency Cash – Advances fund upon satisfactory guarantee of reimbursement. x Locating Lost or Stolen Items – Assists in locating and replacing lost or stolen luggage, documents and personal possessions. x Legal Assistance – Assists in locating an attorney. Payment of attorney fees is your responsibility. x Bail Advancement – Advances funds for bail, where permitted by law, upon satisfactory guarantee of reimbursement. x Interpretation/Translation – Provides telephone translation or locates interpreter for all major languages. Pre-Trip Information: x VISA, Passport, Inoculation and Immunization Requirements x Cultural Information x Temperature and Weather Conditions x Embassy and Consular Referrals – Foreign Exchange Rates – Travel Advisories – International “Hot Spots” Limitations Europ Assistance USA services are eligible for payment or reimbursement by Europ Assistance only if Europ Assistance was contracted at the time of their service and arranged and/or pre- approved the service. Europ Assistance does not provide services or pay for expenses caused by or resulting from certain situations, including suicide or attempted suicide, mental or emotional disorders unless hospitalized, war, participation in any military maneuver or training exercise, piloting an aircraft, commission of or the attempt to commit a criminal act, traveling to obtain medical services or treatment, being under the influence of drugs or intoxicants unless prescribed by a physician, pregnancy or childbirth (except for complications of pregnancy), injury or illness that can be treated locally and does not prevent the continuing of the trip, participation as a professional in athletics, and assistance not shown as covered. Europ Assistance USA is not affiliated with The Hartford. Neither Europ Assistance USA, nor The Hartford are liable for negligence or other acts of omission by any recommended medical professionals, medical facilities, or legal counsel. Attachment number 1 Page 16 of 17 Statutory Insurance Proposal for City of Clearwater. Page 17 of 17 Business Travel Accident Binding Agreement 1. Binding Information x Please indicate which Premium option you desire: a. 2 Year Annual Installment Plan b. 2 Year Pre-Paid Plan x Effective Date of Coverage: ___________________________________ 2. Authorization / Signatures x Producer: _______________________________________________ x Date: _______________________________________________ 3. Please send Agreement to my attention, Tiffany Lynch via: x Email: Tiffany.Lynch@hartfordlife.com x Fax: (860) 380-3382 *Please note that our Statutory accounts are agency billed. This means that once a month, your office will receive a statement from The Hartford billing department notifying you of the amount due on all of your open accounts with us. _______________________________________________________________________________________ Policyholder's Contact Information Printed Name: ________________________________________________________ Phone Number: ________________________________________________________ Email Address: ________________________________________________________ October 1, 2010 September 23, 2010 Allen Del Prete (727) 562-4876 allen.delprete@myclearwater.com Kurt N Gehring Digitally signed by Kurt N Gehring DN: cn=Kurt N Gehring, o=Gehring Group, ou=President CEO, email=kurt@gehringgroup.com, c=US Date: 2010.09.23 11:19:52 -04'00' Attachment number 1 Page 17 of 17 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve the Agreement between the City and Connecticut General Life Insurance Company (CIGNA) authorizing the City’s participation in the Federal Early Retiree Reimbursement Program to be effective as of June 1, 2010 and authorize the appropriate officials to execute same. (consent) SUMMARY: Under the Federal Affordable Care Act, a new program called the Early Retiree Reinsurance Program has been established to provide financial relief to employers, including local governments, in order to help retirees and their families continue to have quality, affordable health coverage. Applicants who are approved to participate in the program receive reinsurance payments for health benefit claims for retirees age 55 and older who are not yet eligible for Medicare, and their spouses, surviving spouses, and dependents. The amount of reimbursement to the employer is 80 percent of the medical claim costs between $15,000 and $90,000 for the health benefits of a covered individual. Claims dating back to June 1, 2010 can be submitted as of September 2010. Approved applicants can use these funds to provide premium relief and other health care cost relief to their retirees and workers and their families, to offset increases in their own health care premiums or costs, or a combination of these purposes. The City has been approved for participation in the program. CIGNA has calculated an estimated valuation of the City’s potential reimbursements to be between $181,000 and $302,000 for the 2010 plan year, and between $311,400 and $519,000 for plan year 2011. Reimbursement proceeds may be used by the City to reduce health benefits premiums or costs, reduce health benefit premium contributions, copayments, deductibles, coinsurance or out-of-pocket costs for plan participants, or any combination of these. The City may not use any ERRP reimbursements as general revenue. Under this Agreement, CIGNA shall provide the City with services related to the program, to include monthly reporting of applicable claim data in the Health and Human Services Department required format, at a cost to the City of $7,500 per year. Review Approval:1) Assistant City Manager 2) City Manager 3) Clerk Cover Memo 1 EARLY RETIREE REIMBURSMENT PROGRAM AGREEMENT This Early Retiree Reimbursement Program Agreement (hereinafter "Agreement") is by and between Connecticut General Life Insurance Company ("Connecticut General") and City of Clearwater (“Sponsor”), and is effective as of June 1, 2010 (“Effective Date”). WHEREAS, Connecticut General administers or insures claims for Health Benefits (defined herein) to Early Retirees (defined herein) in accordance with the terms of Sponsor’s Employment-Based Plan (defined herein) (the “Plan”); WHEREAS, Connecticut General and Sponsor have entered into an administrative services only agreement (“ASO Agreement”) or insurance contract (“Insurance Policy”) with respect to the Plan; and WHEREAS, Sponsor and Connecticut General desire that Connecticut General perform certain services described herein on Sponsor’s behalf to facilitate Sponsor’s receipt of reimbursements under the Early Retiree Insurance Program (the “Program”), which was established by Section 1102 of the Patient Protection and Affordable Care Act (the “Act”) and administered by the U.S. Department of Health and Human Services (“HHS”). NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, it is hereby agreed as follows: 1. Definitions. The following terms shall have the definitions set forth in 45 CFR §149.2: Certified; Chronic and High-Cost Condition; Early Retiree; Employment-Based Plan; Health Benefits; Plan Participant. 2. Term. This Agreement is effective as of the Effective Date and shall continue in effect for so long as the parties’ ASO Agreement or Insurance Policy, as the case may be, remains in effect unless this Agreement is terminated earlier as set forth in Section 3 below. 3. Termination. This Agreement will terminate upon the earlier of any of the following events: a) the date the Plan terminates; b) the date on which federal funds are no longer available to enable the Program to provide reimbursements; c) at any time, on thirty (30) days’ prior written notice by one party to the other; or d) any other date mutually agreeable to the Sponsor and Connecticut General. Attachment number 1 Page 1 of 8 2 The parties’ respective rights and obligations will terminate upon termination of this Agreement, except for those which expressly survive termination as set forth herein. 4. Services. Connecticut General will provide the services described in Exhibit A to this Agreement in return for the compensation set forth in Exhibit A and other good and valuable consideration. 5. Sponsor’s Representations and Warranties. Sponsor represents and warrants all of the following: a) Sponsor has a written agreement with Connecticut General regarding disclosure of information, data, documents, and records, to HHS. b) Sponsor acknowledges that any information it submits to HHS to participate in the Program and request reimbursement from the Program will be for the purpose of obtaining Federal funds. c) Sponsor will use all reimbursements it receives under the Program to reduce premium contributions, co-payments, deductibles or other out-of-pocket costs for Plan Participants (defined herein) and/or to reduce Health Benefit or Health Benefit premium costs for Sponsor. d) Any and all information that Sponsor provides Connecticut General for Connecticut General to submit to HHS on Sponsor’s behalf, or on which Connecticut General bases a submission to HHS on Sponsor’s behalf, is and shall be true, accurate and complete. e) In connection with Sponsor’s participation in the Program, Sponsor is and will remain (and will ensure that the Plan is and will remain) in compliance with all applicable obligations under Section 1102 of the Act, the regulations thereto (45 CFR §149.1, et seq.), and all applicable guidance and sub- regulatory guidance promulgated by HHS in connection with the administration of the Program. 6. Limitation of Liability; Indemnification. a) Connecticut General’s total aggregate liability to Sponsor for any and all losses, damages (including any disapproval by HHS in whole or in part of any request for reimbursement to Sponsor under the Program or Sponsor’s application to participate in the Program), and expenses (including attorneys’ fees and costs) from any claim, however alleged or arising, in connection with any service performed by Connecticut General hereunder shall not exceed the total compensation paid by Sponsor to Connecticut General under this Agreement as of the date of the performance of such service. b) Neither party hereto shall be liable to the other party, or to any entity controlled by or under common with the other party, for any consequential, indirect, or punitive damages, including loss of future revenue, income or profits, either in Attachment number 1 Page 2 of 8 3 contract or tort, relating to the party’s breach or alleged breach hereof, whether or not the possibility of such damages has been disclosed to the other party in advance or could have been reasonably foreseen by the other party. c) Sponsor will indemnify and hold harmless Connecticut General, its directors, officers, agents and employees, and each of Connecticut General’s subsidiaries and affiliates, and their respective directors, officers, agents and employees (collectively, “Indemnitees”) for any and all claims any of the Indemnitees may incur arising out or of in connection with any breach of Sponsor’s obligations, representations or warranties under this Agreement, or any act or omission by Sponsor or by a third party on Sponsor’s behalf arising out of or in connection with Sponsor’s participation in the Program. Any such indemnification by Sponsor shall only be to the extent permitted under Chapter 768, Florida Statutes, and shall not constitute a waiver of any statutory or constitutional sovereign immunity protection. 7. Entire Agreement, Modification of Agreement. This Agreement constitutes the entire contract between the parties relative to the subject matter hereof and no modification or amendment hereto shall be valid unless in writing and signed by an officer of each of the parties. 8. Laws Governing Contract. Except as otherwise stated, this Agreement shall be governed by and construed in accordance with the laws of the State of Connecticut to the extent they are not preempted by Employee Retirement Income Security Act (ERISA) or the Patient Protection and Affordable Care Act and regulations, guidance, and sub-regulatory guidance promulgated thereto. 9. Resolution of Disputes; Arbitration. (a) It is understood and agreed that any dispute, controversy or question arising under this Agreement shall be referred for decision by arbitration in Hartford, Connecticut by an arbitrator selected by the parties. The proceeding shall be governed by the Rules of the American Arbitration Association then in effect or such rules last in effect (in the event such Association is no longer in existence). If the parties are unable to agree upon such an arbitrator within thirty (30) days after either party has given the other party written notice of its desire to submit the dispute, controversy or question for decision, then either party may apply to the American Arbitration Association for the appointment of an arbitrator or, if such Association is not then in existence or does not desire to act in the matter, each party shall appoint an arbitrator of its choice. The appointed arbitrators will select a third arbitrator to hear the parties and settle the dispute, controversy or question. The compensation and expenses of the arbitrator(s) and any administrative fees or Attachment number 1 Page 3 of 8 4 costs associated with the arbitration proceeding shall be borne equally by the parties. (b) Arbitration shall be the exclusive remedy for the settlement of disputes arising under the Agreement. The decision of the arbitrator(s) shall be final, conclusive and binding, and no action at law or in equity may be instituted by either party other than to enforce the award of the arbitrator(s) or to assert a sovereign immunity claim, limited or otherwise. (c) This provision shall survive the termination of the Agreement. 10. Third Party Beneficiaries. The Agreement is for the benefit of Sponsor and Connecticut General and not for any other person. It shall not create any legal relationship between Connecticut General and any retiree, dependent or any other party claiming any right, whether legal or equitable, under the terms of the Agreement or of the Plan. 11. Waivers. No course of dealing or failure of either party to strictly enforce any term, right or condition of this Agreement shall be construed as a general waiver or relinquishment of such term, right or condition. Waiver by either party of any default shall not be deemed a waiver of any other default. 12. Headings. Article, section, or paragraph headings contained in the Agreement are for reference purposes only and shall not affect the meaning or interpretation of the Agreement. 13. Severability. If any provision or any part of a provision of the Agreement is held invalid or unenforceable, such invalidity or unenforceability shall not invalidate or render unenforceable any other portion of the Agreement. 14. Survival. The following sections shall survive the termination of this Agreement: Sections 1, 6, 7, 8, 9, 10, 12, 13, and 17. 15. Force Majeure. Connecticut General shall not be liable for any failure to meet any of the obligations or provide any of the services and/or benefits specified or required under the Agreement where such failure to perform is due to any contingency beyond the reasonable control of Connecticut General, its employees, officers, or directors. Such contingencies include, but are not limited to, acts or omissions of any person or entity not employed or reasonably controlled by Connecticut General, its employees, officers, or directors, acts of God, fires, wars, accidents, labor disputes or shortages, and governmental laws, ordinances, rules or regulations, whether valid or invalid. 16. Agreement Controlling. The parties understand and agree that this Agreement will be the controlling document between the parties regarding the subject matter hereof. Attachment number 1 Page 4 of 8 5 17. Notices. Written notice required by the Agreement shall be addressed as follows: (a) To Connecticut General: Attn: Kristi Davin Title: Client Service Director CIGNA HealthCare, Routing: B4SRS 900 Cottage Grove Road Hartford, CT 06152 (b) To Sponsor: Attn: Allen Del Prete Title: Human Resources Manager PO Box 4748 Clearwater, FL 33758-4748 18. Assignment. No assignment of rights or interests hereunder shall be binding unless approved in writing by an officer of each of the parties hereto, except that either party may transfer all of its rights and interests hereunder to a subsidiary or an affiliate under common control with such party. Attachment number 1 Page 5 of 8 6 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed in duplicate and signed by their respective officers duly authorized to do so. CONNECTICUT GENERAL LIFE INSURANCE COMPANY By (Signed):__________________________ Name (Printed or typed):________________________ Its:________________________________, Duly Authorized Date:______________________ CITY OF CLEARWATER, FLORIDA By: _______________________________ William B. Horne II City Manager Approved as to form: Attest: ____________________________ _______________________________ Leslie K. Dougall-Sides Rosemarie Call Assistant City Attorney City Clerk Attachment number 1 Page 6 of 8 7 EXHIBIT A SERVICES AND COMPENSATION Connecticut General will provide the following services to Sponsor: 1. One-on-one consultation on Sponsor’s: a) Application to participate in the Program; b) Submission of reimbursement requests; and c) Ongoing participation in the Program. 2. Invitations to Program information sessions presented or arranged by Connecticut General, and distribution of Program-related materials. 3. Delivery of reminders of upcoming Program events and deadlines. 4. Evaluation and assistance regarding documentation of Sponsor’s satisfaction of Program requirements for the establishment of procedures and programs with respect to cost savings on chronic and high-cost conditions. 5. Estimation of the amount of reinsurance to be received by Sponsor under the Program, which is required to be included in Sponsor’s Program application. 6. Personalized strategy session to review available options for appropriate use by Sponsor of the reimbursement amounts. 7. Documentation of Connecticut General's fraud, waste and abuse policies and procedures applicable to the Plan, and helping Sponsor gather such documentation and related data in the event of an audit or other request by HHS or Office of the Inspector General to substantiate such policies and procedures and their effectiveness. 8. Retention of records in Connecticut General's possession related to Sponsor’s participation in the Program for at least six years after expiration of the then-applicable Plan year. 9. Helping Sponsor respond to requests by HHS or Office of the Inspector General for records in Connecticut General's possession with respect to information contained in Sponsor’s application for Program participation or claims in support of a request for reimbursement submitted by Sponsor under the Program. 10. Monthly reporting of claim data on the Plan’s Early Retirees either: a) To HHS in the HHS-required format; or b) To Sponsor in the HHS-required format or Connecticut General’s standard paid-claims file format. Compensation: The compensation payable to Connecticut General for the services described on this Exhibit A shall be $7,500 annually, subject to the following: (i) Connecticut General shall bill $3,500 within 60 days following the submission of application by Sponsor to HHS and $334 monthly with the delivery of each monthly report for a total of 12 monthly reports, (ii), Sponsor shall pay the invoice in accordance Attachment number 1 Page 7 of 8 8 with the Florida Prompt Payment Act, F.S. Secs. 255.0705-255.078, (ii) Sponsor shall make no payment for any services provided under the Agreement until Connecticut General delivers to Sponsor all information and documents needed to complete the application to participate in the Program, (iii) no compensation shall be due to Connecticut General pursuant to this Agreement for any period after the earlier of the dates set forth in Section 3 of this Agreement and (iv) Connecticut General shall not provide monthly report or bill for monthly reporting amount after HHS has stopped accepting claim data for reinsurance purposes. Attachment number 1 Page 8 of 8 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Health Insurance Benefits Committee Recommendation SUMMARY: Review Approval:1) Clerk Cover Memo Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Ratify and confirm the City Manager’s approval to increase level of support for the Super Boat Offshore Boat Race from $28,280 to $28,573 to cover the loss of $293 in parking revenue. (consent) SUMMARY: On April 15, 2010, the City Council approved an agenda item for co-sponsorship and level of support for events to be held in Fiscal Year 2010/2011 including the Super Boat Offshore Boat Race (SBOBR). The Council approved supporting the SBOBR for $28,280. Sponsors discovered just recently that they needed some additional city parking spaces on Papaya Street for race day to facilitate ESPN Radio covering the event live. The additional loss revenue will be $293. In order to make sure that the event, which was held October 2 - 3, 2010, went smoothly the City Manager approved increasing support to SBOBR by $293 from $28,280 to $28,573. Staff is recommending that Council ratify and confirm the City Manager’s decision. Review Approval: 1) Financial Services 2) Office of Management and Budget 3) Clerk 4) Assistant City Manager 5) Clerk 6) City Manager 7) Clerk Cover Memo Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve a Contract for Purchase of Real Property with Davna Investments, Ltd., d/b/a Davna Investment Limited Corporation, an Ontario corporation, to purchase a 1.83 acre parcel of land addressed at 650 Old Coachman Road, Clearwater, lying and being situated in the Southeast ¼ of Section 7, Township 29 South, Range 15 East, as particularly described therein, for the sum of $320,000 plus estimated transaction expenses not to exceed $10,000; establish capital improvement project entitled Old Coachman Road Park (315- 93132) to be funded from Recreation Land Impact fees ($168,599), Open Space Impact fees ($72,465) and unappropriated retained earnings of the General Fund ($88,936); and authorize the appropriate officials to execute same, together with all instruments required to effect closing. (consent) SUMMARY: The use of Brighthouse Networks Field and the Carpenter Complex continues to grow and staff, as well as the Philadelphia Phillies, believes there is a potential to expand facilities for future use. The only direction expansion can occur is to the West. Staff is recommending the purchase of 1.83 acres of land located due west of Brighthouse Networks Field, which may be used for additional grass parking for Spring Training games as well as temporary housing for coaches coming to Clearwater. The purchase price was established by complete appraisal dated August 10, 2010 performed by state certified appraiser Robert E. Riggins, MAI. Contingent upon Council approval, the contract will become effective upon execution (Effective Date). The City is to deposit $10,000 within 10 business days following the Effective Date. The deposit will be held in escrow pending closing, and is refundable during the 45-day Inspection Period should the City terminate the Contract, as a result of its due diligence investigations. Closing is to occur within 60 days following the Effective Date, unless terminated pursuant to other contract provisions. Recommended funding to come from available Recreation Land and Open Space Impact fees as well as $88,936 from unappropriated retained earnings of the General Fund. An amended Agreement between the Phillies and the City will be forthcoming regarding the use and maintenance of the property to include the team's contribution as well as the team assuming all costs related to the ongoing maintenance of the site as well as any facilities on the site. Type:Capital expenditure Current Year Budget?:No Budget Adjustment:Yes Budget Adjustment Comments: Create new CIP from existing recreation impact fees and unappropriated retained earnings. Current Year Cost:$330,000 Annual Operating Cost:-0- Not to Exceed:$330,000 Total Cost:$330,000 For Fiscal Year:2010 to 2011 Appropriation Code Amount Appropriation Comment 343-961 168,599 Recreation Land Impact Fees 343-962 72,465 Open Space Impact Fees 315-93132 88,936 Unappropriated retained earnings/General Fund Cover Memo Bid Required?:No Bid Number: Other Bid / Contract:Bid Exceptions:None Review Approval:1) Office of Management and Budget 2) Legal 3) Clerk 4) Assistant City Manager 5) Clerk 6) City Manager 7) Clerk Cover Memo Attachment number 1 Page 1 of 7 Attachment number 1 Page 2 of 7 Attachment number 1 Page 3 of 7 Attachment number 1 Page 4 of 7 Attachment number 1 Page 5 of 7 Attachment number 1 Page 6 of 7 Attachment number 1 Page 7 of 7 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve an Agreement between the School Board of Pinellas County and the City of Clearwater for the City to utilize Pinellas County School buses at a cost of $1.25 per mile plus $26.50 per hour, for a total estimated cost of $40,000, for contract period ending August 23, 2011 and authorize the appropriate officials to execute same. (consent) SUMMARY: The Parks and Recreation Department organizes field trips requiring bus transportation for participants. The Pinellas County School System (PCSS) allows municipalities to utilize their fleet of buses and drivers for $1.25 per mile plus $26.50 per hour for driver with a four-hour booking minimum. During the summer of 2011, the department will organize approximately 150 field trips that could utilize school bus transportation. Comparing a sampling cost of school buses for these trips against the use of private bus lines indicates school buses are a less costly mode of transportation, in most cases. During the past year we utilized the school buses for our field trips at a cost of $33,000, with the per mile and per hour charge proposed in this Agreement. Approval of this Agreement will provide staff with a larger number of options when determining the most cost effective source of transportation for participants. The attached Agreement is similar to Agreements between the Pinellas County School Board and other Pinellas County municipalities that utilize school bus transportation. The Recreation Programming Division’s Operating Budget contains sufficient funds to cover the costs associated with this Agreement. Type:Operating Expenditure Current Year Budget?:Yes Budget Adjustment:No Budget Adjustment Comments: Appropriation Comment: Being coded as a blanket P.O. to 1805 - actual costs will come from a variety of operational codes in Recreation Division. Current Year Cost:$40,000 Annual Operating Cost:$40,000 Not to Exceed:$40,000 Total Cost:$40,000 For Fiscal Year:2010 to 2011 Appropriation Code Amount Appropriation Comment 1805 $40,000 See comments in Budget Adjustment Comments Review Approval:1) Office of Management and Budget 2) Legal 3) Clerk 4) Assistant City Manager 5) Clerk 6) City Manager 7) Clerk Cover Memo Bus Use Agreement – Non-profit Municipal Corporation VEHICLE USE AGREEMENT THIS AGREEMENT, entered into this ______ day of __________, 2010 by and between THE SCHOOL BOARD OF PINELLAS COUNTY, FLORIDA, hereinafter referred to as the “School Board,” and the _____________________, a municipal corporation, hereinafter referred to as “User”. The parties agree as follows: 1. The School Board will provide shuttle bus transportation to User for the contract period ending August 23, 2011, for the purpose of transporting school-age children, with chaperones, who participate in User’s sponsored programs. User shall make all requests for specific uses during the contract period to the School Board’s Transportation Department, who will determine whether buses are available pursuant to paragraph 3. below. 2. Transportation is for the sole purpose of transporting school-age children, with chaperones, who participate in User’s sponsored programs to and from locations in Pinellas and adjacent counties. 3. The bus or buses will be operated by an employee of the School Board, who is licensed to drive a school bus, and shall be assigned by the Director of Transportation or designee. Buses may be used under this agreement only if they are available at the times requested, and such use shall not interfere with or impair regular school transportation. The School Board’s Transportation Department shall be the final authority as to the availability of buses. 4. (A) User shall pay to the School Board, for the use of said school bus service that begins weekdays before 4:00 p.m., a sum per bus of the current rate per hour to include 15 minutes before and 15 minutes after the use, plus the surcharge rate per mile. There shall be a minimum charge of two hours. User shall pay the current rate of $26.50 per hour plus the current surcharge rate of $1.25 per mile per bus for the contract period. In addition, minimum fees and/or cancellation fees may apply. All fees are available by either contacting the School Board’s Transportation Department or visiting their website at http://www.pcsb.org/is/trans/ . (B) If requests extend to service that begins weekdays after 4:00 p.m., weekends and any non-school day, User shall pay a sum per bus of the current rate per hour to include 30 minutes before and 30 minutes after the use, plus the surcharge rate per mile. There shall be a minimum charge of four hours. User shall pay the current rate of $26.50 per hour plus the current surcharge rate of $1.25 per mile per bus for the contract period. In addition, minimum fees and/or cancellation fees may apply. All fees are available by either contacting the School Board’s Transportation Department or visiting their website at http://www.pcsb.org/is/trans/ . (C) “Weekend” is defined as a Saturdays and Sundays. “Weekend” shall also include Fridays during the time that the School Board is on its summer calendar schedule. “Weekday” is defined as all days not meeting the definition of “Weekend”. “Non-school day” is defined as a weekday when students are not scheduled to attend classes. 5. This agreement is made pursuant to section 1006.261, Florida Statutes, and the parties agree that they will comply with the provisions therewith. The User will provide certificate of required liability insurance to the School Board prior to the time of any transportation under this Agreement, showing the School Board of Pinellas County, Florida as an additional insured, or provide a letter of self-insurance, as applicable. IN WITNESS WHEREOF, the parties have executed this agreement at Largo, Pinellas County, Florida, the date first above written. THE SCHOOL BOARD OF Organization PINELLAS COUNTY, FLORIDA By: ____________________________________ _____________________________________ Chairman Organization Name Attest: __________________________________ _____________________________________ Superintendent Print Name and Title Approved as to form: _________________________ __________________________________ Office of General Counsel Signature Attachment number 1 Page 1 of 1 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve a donation to the Clearwater Homeless Intervention Project, Inc. (CHIP) for funding of its 2010-2011 operation in the amount of $100,000 SUMMARY: · The Clearwater Homeless Intervention Project Shelter opened in April 1998, and since that date has provided a safe overnight facility for homeless persons and essential support services to help individuals and families begin to improve their lives. · In CHIP’s continuum of care, there are currently three programs offered: Outreach and Assessment through the Day Center component; Emergency Housing in the Shelter Services; and Transitional Housing at the Parkbrooke Apartment Complex. · In previous years, the City of Clearwater has donated $100,000 to CHIP. The Police Department requests that the City continue their contribution to CHIP, which will be applied toward needed operational funding essential to the CHIP shelter’s successful operation. The City Council approved adding $100,000 to the police budget, for this purpose during the fiscal year 2010- 2011 budget preparation meetings. · Funding for this donation in the amount of $100,000 is available in special program project 181-99274, Homeless Shelter. Type:Other Current Year Budget?:Yes Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:$100,000.00 Annual Operating Cost:$100,000.00 Not to Exceed:Total Cost:$100,00.00 For Fiscal Year:2010 to 2011 Appropriation Code Amount Appropriation Comment 181-99274 $100,000.00 Review Approval:1) Financial Services 2) Office of Management and Budget 3) Legal 4) Clerk Cover Memo Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve a License Agreement between the Tampa Division of the Federal Bureau of Investigation (FBI) and the City of Clearwater concerning the use of the Clearwater Police Department District III Training Facility (Premises), located at 2851 McMullen Booth Road, Clearwater, Florida, for a 5-year period and authorize the appropriate officials to execute same. (consent) SUMMARY: The FBI has requested use of the Police Department’s District III Training Facility, including available parking, to conduct firearms qualifications and tactical training during such days and dates as is mutually agreeable with the understanding that the Police Department will have priority use of the Premises for its own training purposes. The FBI agrees to indemnify and to hold harmless the City of Clearwater from any and all liability, including attorney’s fees, resulting from injury to persons or property arising from the FBI’s use of the Premises in an amount not to exceed $3 million. If damages exceed $3 million, the FBI will request additional appropriations from the U.S. Congress to make the City of Clearwater whole. The FBI and the Police Department will assign points of contact (POCs) for this agreement. The POCs will address and resolve all issues related to the License Agreement. The parties agree to coordinate safety issues, jurisdictional matters, and other issues through their designated POC. All activities of the Parties under this agreement will be carried out in accordance with the terms and conditions of this agreement to become effective upon signatures of all parties, and will remain in effect for five (5) years. Type:Other Current Year Budget?:None Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:Annual Operating Cost: Not to Exceed:Total Cost:-0- For Fiscal Year: to Review Approval:1) Legal 2) Clerk 3) Assistant City Manager 4) Clerk 5) City Manager 6) Clerk Cover Memo For Official Use Only 1 For Official Use Only This document is the property of the FBI and is loaned to your agency. Neither it nor its contents may be released without authorization by FBI Headquarters. LICENSE AGREEMENT FOR USE OF THE CLEARWATER POLICE DEPARTMENT'S DISTRICT III TRAINING FACILITY 1. Parties This License Agreement (Agreement) is joined by the following entities (collectively, the Parties): the Tampa Division of the Federal Bureau of Investigation (FBI) and the City of Clearwater, a political subdivision of the State of Florida. In this Agreement, the City of Clearwater is referred to as the Licensor. 2. Purpose This Agreement defines the scope of responsibilities of the Parties concerning the use of the Clearwater Police Department District III Training Facility (Premises), which is located at 2851 North McMullen Booth Road, Clearwater, Florida. 3. Authority The FBI is entering into this Agreement under 28 U.S.C. § 533 and 28 C.F.R. § 0.85. 4. Grant of License Licensors hereby grant to the FBI a license to occupy and use, subject to all the terms and conditions stated or referenced herein, the Premises, including available parking areas. Licensors agree that there are no costs/fees associated with the use of the Premises by the FBI. 5. Coordinators The FBI and the Licensors will assign points of contact (POCs) for this Agreement. The POCs will address and resolve all issues related to this Agreement. The Parties agree to coordinate safety issues, jurisdictional matters, and other issues through their designated POC. Attachment number 1 Page 1 of 5 For Official Use Only 2 For Official Use Only This document is the property of the FBI and is loaned to your agency. Neither it nor its contents may be released without authorization by FBI Headquarters. 6. Terms and Conditions For Use A. All activities of the Parties under this Agreement will be carried out in accordance with the terms and conditions of this Agreement. B. The Licensors shall, at all times, have priority use of the Premises for its own needs to train its personnel; C. The Premises may be occupied and used by the FBI as a firearms training facility to conduct firearms and tactical training during such days and dates as are mutually agreeable to the Licensors, with the understanding that the FBI shall be given preference in scheduling and use for training on the Premises in concert with the Chief of Police of the Clearwater Police Department's scheduling for itself and other licensees; D. The FBI shall have preference for the use of the Premises over other licensees for the purpose of training FBI employees and/or appointees, provided however, the FBI shall submit its firearms training schedule to the Chief of Police of the Clearwater Police Department no later than December 31st of each license year, or otherwise as agreed to by the Parties; E. The FBI agrees to maintain the Premises in a clean and usable condition and will be responsible for all necessary cleanup of the Premises after each use by the FBI; and F. The FBI agrees to abide by any and all administrative, operational, and safety rules and regulations established jointly by the Licensors, or either of them separately, at all times during the use of the Premises. Any breach of any rule or regulation established by the Licensors will be resolved in accordance with section 10. 7. Funding, Fees, and Other Consideration The Licensors agree to accept the empty ammunition brass of the FBI fired during each training day in lieu of charging a fee to use the Premises. Any used and discarded cardboard backings by the Licensors can be provided to the FBI for their use at the range. Attachment number 1 Page 2 of 5 For Official Use Only 3 For Official Use Only This document is the property of the FBI and is loaned to your agency. Neither it nor its contents may be released without authorization by FBI Headquarters. 8. Utilities The Licensors agree to pay for those utilities that may be situated upon the Premises at the time that the Premises is used pursuant to this Agreement, which are reasonably consumed by the FBI during the FBI's use of the Premises. 9. Liability A. Unless specifically addressed by the terms of this Agreement, each Party shall be responsible for any claims for damages to any persons and/or property, arising from its own conduct, and retain immunity and all defenses available to them pursuant to applicable state and federal law. The FBI further agrees to indemnify and hold harmless the Licensors from any and all liability, including attorney’s fees, resulting from injury to persons or property arising from the FBI’s use of the Premises in an amount not to exceed three million dollars ($3,000,000.00). Should damages to the Licensors exceed three million dollars, the FBI will request additional appropriations from the U.S. Congress to make Licensors whole. B. Each Party acknowledges that its liability, if any, for the negligent or wrongful acts or omissions committed by its employees and/or members is governed by applicable state and/or federal law (for the FBI, the Federal Tort Claims Act, 28 U.S.C. §§ 1346(b), 2671-2680; for the City of Clearwater and/or the Clearwater Police Department, the Florida Sovereign Immunity Act, Florida Statutes § 768.28, as revised). Nothing herein should be construed as supplanting any applicable statute, rule, or regulation. Should an FBI employee and/or appointee be injured in the performance of his/her duties, he/she is entitled to file a worker's compensation with the United States Department of Labor. C. Nothing in this section prevents any party from conducting an independent administrative review of the incident giving rise to the claim; however, final disposition of the claim will be handled as provided herein. The Licensors agree to notify the FBI of any administrative claim arising out of an activity conducted pursuant to this Agreement. The Parties further agree to cooperate fully with one another in the event of an official investigation arising from alleged negligence acts or misconduct related to the use of the training facility. D. Notwithstanding any limitation imposed by law, public policy or this Agreement to indemnify and hold harmless the Licensors, the FBI agrees, at all times, to repair or replace any damaged real or personal property of the Licensors when said damage occurs while the Attachment number 1 Page 3 of 5 For Official Use Only 4 For Official Use Only This document is the property of the FBI and is loaned to your agency. Neither it nor its contents may be released without authorization by FBI Headquarters. Premises is under the control and use of the FBI. The Licensors shall not be responsible for any loss of any property or equipment, for any reason or under any circumstances, belonging to the FBI. 10. Dispute Resolution Disagreements between the Parties arising from this Agreement will be resolved only by consultation between the Parties and will not be referred to a local, state, or federal court. Issues or problems arising under the Agreement that cannot be resolved by POCs may be raised by any Party, through appropriate channels, to an FBI Contracting Officer for resolution. 11. Amendments and Duration A. Unless otherwise provided, this Agreement may be amended or modified by the mutual written consent of the Parties’ authorized representatives. B. This Agreement will become effective upon signatures of all Parties, and will remain in effect for five (5) years. This Agreement may be extended by mutual written consent of the Parties' authorized representatives. C. This Agreement may be terminated at any time upon the mutual written consent of the Parties. In the event the Parties consent to terminate this Agreement, the Parties will consult prior to the date of termination to ensure termination on the most economical and equitable terms. Any Party may terminate this Agreement with thirty (30) days written notification to the other Parties. Such notice will be the subject of immediate consultation by the Parties to decide upon the appropriate course of action. In the event of such termination, the following rules apply: i. The terminating Party will continue participation, financial or otherwise, up to the effective date of termination. ii. All information and rights received under the provisions of this Agreement prior to the termination will be retained by the Parties, subject to the provisions of this Agreement. Attachment number 1 Page 4 of 5 For Official Use Only 5 For Official Use Only This document is the property of the FBI and is loaned to your agency. Neither it nor its contents may be released without authorization by FBI Headquarters. D. This Agreement represents the complete understanding of the Parties with respect to the FBI's use of the Premises. This Agreement supercedes all written and oral proposals and other communications between the Parties. Nothing in this Agreement is intended to create, nor does it create, an enforceable legal right or private right of action. SIGNATORIES For the City of Clearwater: City Manager Clearwater City Council Commission Date: For the Federal Bureau of Investigation: Contracting Officer FBI Headquarters, Washington, DC Date: Steven E. Ibison Special Agent in Charge Date: Attachment number 1 Page 5 of 5 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve acceptance of a Department of Justice, Bureau of Justice Assistance (DOJ/BJA) grant in the amount of $146,150 for a one- year period to fund the Clearwater Area Task Force on Human Trafficking and authorize the appropriate officials to execute same. (consent) SUMMARY: The police department was invited by the U.S. Department of Justice to apply for an additional Law Enforcement Task Forces and Services for Human Trafficking Victims Grant from the U.S. Department of Justice. On June 2, 2010, the Resource Management Committee approved the submission of the Police Department’s grant application. On September 13, 2010, the Clearwater Police Department (CPD) received notification that it had been awarded DOJ/BJA funds in the amount of $146,150 for the continued operation of its very successful Clearwater Area Task Force on Human Trafficking (CATFHT). Clearwater’s task force has been successful, resulting in 17 human trafficking victims receiving services; 52 arrests; and 21 convictions. Clearwater’s task force has been designated by the Department of Justice as a national training site for other task forces. The grant will be used to continue paying the salary and benefits of the grant-funded Human Trafficking Detective position. Other grant expenditures will include: overtime for investigators; a GPS tracker; GPS software; aircards; cell phone service; laptop computer; printing and publication of brochures and flyers; office supplies; a projector and projection screens for public presentations; tabletop display for conferences and community events; portable DVD player and case for public presentations; and task force website maintenance. Special Project 181-99256 will be established at 1st Quarter to account for the grant expenditures. There is a 25% in-kind match required for this grant. CPD is providing the in-kind match with the $48,717 in salary for the sergeant/supervisor of the Intelligence Unit and the Lieutenant who oversees the task force. There are no retention requirements associated with this grant. Type:Other Current Year Budget?:Yes Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:$194,867.00 Annual Operating Cost: Not to Exceed:Total Cost:$194,867.00 For Fiscal Year:2010 to 2011 Appropriation Code Amount Appropriation Comment 181-99256 $194,867.00 Review Approval: 1) Office of Management and Budget 2) Legal 3) Clerk 4) Financial Services 5) Clerk 6) Assistant City Manager 7) Clerk 8) City Manager 9) Clerk Cover Memo Attachment number 1 Page 1 of 7 Attachment number 1 Page 2 of 7 Attachment number 1 Page 3 of 7 Attachment number 1 Page 4 of 7 Attachment number 1 Page 5 of 7 Attachment number 1 Page 6 of 7 Attachment number 1 Page 7 of 7 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Award a contract (Purchase Order) to Angelo’s Recycled Materials of Largo, FL in the amount of $430,000 for the disposal of solid waste at their site for the period October 22, 2010 through October 21, 2011 as provided in the city’s Code of Ordinances, Section 2.561 and authorize the appropriate officials to execute the same. (consent) SUMMARY: The Solid Waste Department collects bulk trash and construction and demolition debris from both commercial and residential customers. This trash and debris (which excludes anything that could putrefy or produce leachate that poses a health or environmental threat) is transported by city collection vehicles to the contractor’s state-permitted disposal facility. During the summer of 2009, the Purchasing Department advertised a request for bids for trash and debris disposal services. Angelo’s Recycled Materials was awarded a contract by purchase order for Fiscal Year 2009/2010. Angelo’s Recycled Materials has provided the city with a letter stating that pricing will remain at the current level for the twelve-month period of October 1, 2010 through September 30, 2011. This is the first renewal of an annual contract with the same terms and conditions of the original contract. Type:Operating Expenditure Current Year Budget?:Yes Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:$390,738.37 Annual Operating Cost: Not to Exceed:Total Cost:$390,738.37 For Fiscal Year:08/2010 to 10/2011 Appropriation Code Amount Appropriation Comment 0-424-02082-543500-534- 000 $172,000.00Dump Fee Account 0-424-02089-543500-534- 000 $258,000.00Dump Fee Account Bid Required?:Yes Bid Number: 1st Renewal of BID 25- 09 Other Bid / Contract:Bid Exceptions:None Review Approval:1) City Manager 2) Clerk Cover Memo Attachment number 1 Page 1 of 1 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Award a contract (Purchase Order) to Pinellas County Solid Waste for an operating expenditure of $4,000,000 for the disposal of solid waste at the Pinellas County waste-to-energy plant/landfill for the period October 1, 2010 through October 31, 2011 as provided in the city’s Code of Ordinances, Section 2.564 (1) (d), Services provided by Other Governmental Entities, and authorize the appropriate officials to execute the same. (consent) SUMMARY: Pinellas County operates the only waste-to-energy plant and landfill in the county. Type:Operating Expenditure Current Year Budget?:Yes Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:$3,642,373.18 Annual Operating Cost: Not to Exceed:Total Cost:$3,642,373.18 For Fiscal Year:10/2010 to 10/2011 Appropriation Code Amount Appropriation Comment 0-424-02082-543500-534- 000 $1,760,000.00Dump Fee Account 0-424-02083-543500-534- 000 $1,640,000.00Dump Fee Account 0-424-02089-543500-534- 000 $600,000.00Dump Fee Account Bid Required?:No Bid Number: Other Bid / Contract:Bid Exceptions:Sole Source Review Approval:1) Financial Services 2) Office of Management and Budget 3) Legal 4) Clerk Cover Memo Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Award a contract (Purchase Order) to Mother’s Organics, Inc. of Seffner, FL in the amount of $160,500 for the hauling of yard waste from the city’s solid waste facility to the contractor’s processing facility for the period October 22, 2010 through October 21, 2011, as provided in the city’s Code of Ordinances, Section 2.561, and authorize the appropriate officials to execute the same. (consent) SUMMARY: The City of Clearwater’s Solid Waste Department collects yard waste from residential customers. This yard waste is transported to the city’s state-permitted yard waste transfer facility located at the city's solid waste complex. Yard waste contains grass clippings, leaves, tree trimmings, logs, stumps, and other vegetative material, including small amounts of rocks and soil. Mother’s Organics, Inc. has been providing the city with this hauling service since June 2010. They have given the city a letter stating that pricing will remain at the current level for the twelve-month period of October 1, 2010 through September 30, 2011. This is the first renewal of an annual contract with the same terms and conditions of the original contract. Type:Operating Expenditure Current Year Budget?:Yes Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:$146,200 est.Annual Operating Cost: Not to Exceed:Total Cost:$146,200 est. For Fiscal Year:10/2009 to 09/2011 Appropriation Code Amount Appropriation Comment 0-424-02082-543500-534- 000 $160,500.00Dump Fee Account Bid Required?:Yes Bid Number: First renewal of BID 01-10 Other Bid / Contract:Bid Exceptions:None Review Approval:1) Assistant City Manager 2) City Manager 3) Clerk Cover Memo Attachment number 1 Page 1 of 1 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Award a contract (Purchase Order) for $239,354.00 to Kenworth of Central Florida of Orlando, FL for one Kenworth T800 with Palfinger Grapple Loader and American Roll-Off, in accordance with Sec. 2.564(1)(d), Code of Ordinances - Other governmental bid, authorize lease purchase under the city's Master Lease Purchase Agreement and authorize the appropriate officials to execute same. (consent) SUMMARY: The Kenworth Grapple Loader and Roll-Off will be purchased through the Florida Sheriff's Association and Florida Association of Counties Contract 10-18-0907, quote dated September 23, 2010 and specification 49. The Kenworth Grapple Loader will replace G2221, a 1999 Mack front loader, included in the Garage CIP Replacement List for Budget Year 2010/2011. During the budget process, the Department determined that the front loader was not needed but the yard waste program started earlier this year has been so successful that another Jaws truck was needed. The Solid Waste Department has been dumping the yard waste collected from the citizens of Clearwater at a site in Largo for $37.00 per ton. Currently we bring the yard waste to our yard and dump it on the ground, then use a Jaws truck to load the material into large trailers provided by a contractor who then hauls the material to their site in Hillsborough County at a cost of $26.75 per ton. The material is then recycled at that location. This collection method has saved the Department approximately $62,000 during the first eight months of this year. The current Jaws truck’s boom is not strong enough to continue this loading process for an extended period so we decided to look at various alternatives. The boom that we found for this new truck is built strong enough to withstand the daily pressures of this loading and will have an extended life. This boom can be used on the truck to collect yard waste within the city and debris in the aftermath of a storm. The truck will have a roll-off frame so we can use the truck in our roll-off business when needed giving us additional flexibility. Type:Purchase Current Year Budget?:Yes Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:16,586.00 Annual Operating Cost:$49,786.00 Not to Exceed:Total Cost:66,372.00 For Fiscal Year:2009 to 2010 Appropriation Code Amount Appropriation Comment 0316-94234-564100-519-000 $239,354.00 L/P CIP Bid Required?:No Bid Number: Other Bid / Contract: FL Sheriff's Association 10-18-0907 Bid Exceptions:None Review Approval:1) Clerk 2) Assistant City Manager 3) City Manager 4) Clerk Cover Memo Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve the applicant's request to vacate the north - south alleyway lying within Block 1, E.P. Merritt's Addition (aka 606 Seminole Street and 607 Nicholson Street) and approve Ordinance 8225-10 on first reading, (VAC2010-06 Jimmie, First M Corporation and Jehudah LTD Partnership), SUMMARY: The applicant is seeking vacation of the subject alleyway to limit access into the properties adjacent to the alleyway. Police reports describe petty theft, grand theft and criminal mischief taking place on the adjacent property. If the alleyway is vacated, the applicant will fence off the alleyway to eliminate rear access to the involved properties. Verizon, Bright House, Knology and Progress Energy have no objections to the vacation request. The alleyway is unimproved and contains no City owned utilities. The Engineering Department has no objections to the vacation request. Review Approval:1) City Manager 2) Clerk Cover Memo Ordinance No. 8225 -10 ORDINANCE NO. 8225-10 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, VACATING THE ENTIRE ALLEY LYING WITHIN BLOCK 1 OF E.P. MERRITT’S ADDITION, PROVIDING AN EFFECTIVE DATE. WHEREAS, Howard R. Jimmy and First M Corporation Defined Pension Plan and Yehudah Ltd. Partnership, owners of real property adjoining the alley described herein, have requested that the City vacate the alley depicted in Exhibit A attached hereto; and WHEREAS, the City Council finds that said alley is not necessary for municipal use and it is deemed to be to the best interest of the City and the general public that the same be vacated; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The following: The entire alley lying within Block 1 of E.P. Merritt’s Addition as recorded in Plat Book 7, Page 6 of the Official Records of Hillsborough County of which Pinellas County was formerly a part is hereby vacated, closed and released, and the City of Clearwater releases all of its right, title and interest thereto. Section 2. The City Clerk shall record this ordinance in the public records of Pinellas County, Florida, following adoption. Section 3. This ordinance shall take effect immediately upon adoption. PASSED ON FIRST READING _________________________ PASSED ON SECOND AND FINAL READING AND ADOPTED _________________________ ______________________________ Frank V. Hibbard Mayor Approved as to form: Attest: ______________________________ ______________________________ Camilo A. Soto Rosemarie Call Assistant City Attorney City Clerk Attachment number 1 Page 1 of 1 COURT NOR T H N ST NO R T H US - 1 9 A L T BL A N C HE METTO PA ST NICHOLSON ST STNICHOLSON ST A V E A V E AVE HA R R I S O N A V E MARGO AVE A V E LIT T L EJ O HN B. ELDRIDGE 40 57 . 6 50 40 60 60 40 13 40 50 57. 6 55 30 100 60 100 60 2554 2 A B C D E 3 2 4 1 12 11 10 9 8 7 15 16 17 18 19 20 26 25 24 23 22 21 27 28 29 30 31 32 1 10 38 37 36 35 34 33 39 40 41 42 43 44 15 16 1 9 10 45 4 14/01 DE E D DIS C 55 50 40 40 45 33 40 4030 40 40 40 40 50 50 40 40 60 10 10 10 45 45 40 50 10 20 40 40 33 30 33 40 45 30 60 30 101.8 092 5 2 65 1 7 8 60102 57 4 0 2 77 1 4 8 02 7 1 8 60 1 0 2 08 62 2 1 2 3 2 1 1 1 2 1 231 10 9 8 7 6 8 7 6 5 4 3 2 1 21 22 23 24 28 27 26 25 36 35 34 33 40 39 38 37 45 46 47 48 49 50 51 52 57 58 59 60 61 62 63 64 1 2 3 4 8 7 6 5 2 9 10 11 12 13 14 15 16 17 18 19 20 21 1 2 3 4 6 5 1 2 3 4 15 16 17 18 19 20 14 13 12 11 10 5 6 7 8 9 4 3 2 1 6 7 8 4 5 3 2 1 8 7 6 2 3 4 5 9 8 7 6 2 3 4 5 1 2 3 4 5 10 9 8 7 6 1 3 1 2 3 4 8 7 6 5 1 41/04 41/05 41/06 41/07 41/08 41/03 41/01 37 30 40 15 402020 45000 B C E 2 2 6 5 4 3 2 6 7 8 9 13 14 3 45 23/05 23 / 0 6 23 / 0 7 23/ 0 2 23 / 0 3 23/04 40 40 40 10 40 25 3 4 9 10 12 11 10 9 8 7 1 2 3 4 5 6 12 11 10 9 8 7 1 2 3 4 5 6 12 11 10 9 8 7 1 2 3 4 5 6 8 7 6 5 1 3 4 1 1 1 1 1 1 2 1 1 1 11 1 1 1 1 1 1 2 1 1 2 1 897 5- 6 62 7/15/93 8554-165 Va c . 89 7 5 - 6 6 2 11 7 0 1 -1 151 8540-328 10' 8540-324 10'8540-324 Vac . 8 0 88 - 1 72 7972-1841 63 6 - 3 5 6 966-333 30 ' 9 988 - 258 1 636-356 815-610 815- 632 815- 608 967-208 46-418 944-3 9 8 Va c . 5 6 9 3 - 8 6 0 93 5 2 - 2 9 4 10541-100 VACATION REQUEST ^ 817 904 908 906 804 802 806 808 810 909 905 901 907 903 40 6 40 2 901 905 907 909 913 900 906 908 904 31 0 30 9 30 6 30 8 40 0 40 5 902 904 906 908 912 904 906 903 901 905 909 911 912 80 3 80 5 60 7 60 3 60 6 60 4 605 705 50 4 809 703 70 3 701 60 2 50 5 40 0 70 6 50 1 609 702 40 5 809 807 50 7 801 70 7 709 607 50 8 807 603 50 1 705 60 7 707 50 5 70 8 31 1 608 604 71 1 61 2 80 4 50 5 807 901 801 60 8 611 606 50 3 707 80 0 608 806 60 0 911 609 804 704 50 3 803 607 702 811 506 60 5 80 3 706 601 707 802 610 707 40 4 60 8 907 70 2 708 50 2 608 60 4 700 805 703 708 40 6 811 802 70 9 60 3 709 805 709 70 1 801 704 608 60 9 704 808 80 2 700 70 0 606 711 700 70 9 807 70 4 704 706 711 40 6 40 1 703 606 701 702 50 2 309 80 2 911 800 50 9 80 3 500 606 60 3 604 50 9 709 608 803 80 9 70 0 610 605 610 40 3 907 80 5 800 609 707 80 5 607 70 9 706 710 71 0 1010 1100 1040 1010 1012 1013 1011 1009 1007 1000 1002 1004 1006 1012 1013 1011 1009 1001 1002 1004 1012 1010 1006 1007 1010 1050 1050 60 1 902 40 4 40 0 40 4 900 50 5 60 8 60 6 60 4 60 0 915 79 8 60 5 50 0 50 4 50 3 50 0 607 61 1 703 70 5 70 8 607 701 705 70 3 704 805 405 60 4 605 60 1 605 70 8 70 5 611 71 2 50 4 605 611 70 5 804 50 2 80 4 609 800 50 6 80 7 50 7 40 2 605 70 2 611 600 802 60 7 50 8 60 5 706 609 804 50 6 704 609 703 60 2 60 1 507 813 604 70 0 71 0 809 70 5 70 1 60 6 70 5 605 40 6 60 7 805 40 7 501 1007 1007 1000 1008 LOCATION MAP: Vacation Request for Block 1, E.P. Merritts Addition ²Prepared by: Engineering Department Geographic Technology Division 100 S. Myrtle Ave, Clearwater, FL 33756 Ph: (727)562-4750, Fax: (727)526-4755 www.MyClearwater.com CRMSD N.T.S.277B 09-29S-15E9/28/2010Map Gen By:Reviewed By:S-T-R:Grid #:Date:Scale: Vacate the alleyway lying in Block 1, E.P. Merritts Addition. Legend Bldg Footprint Parcel Boundary Outside CLWTR City limits Clearwater Service Area Ord #: 8225-10 Vac #: 2010-06 Name: Jimmie - Minkoff ROW to be Vacated Attachment number 2 Page 1 of 1 ST NICHOLS STNICHOLSON A V E MAR 30 40 40 40 40 50 50 40 60 10 10 45 40 10 20 40 60 65 17 8 60102 57 4 0 2 77 1 4 8 60 1 0 2 2 3 2 1 1 8 7 6 9 10 11 12 13 14 15 16 17 18 19 20 21 1 2 3 4 6 5 15 16 17 18 14 13 12 5 6 7 4 3 6 7 8 4 5 3 2 1 7 6 4 5 7 6 4 5 1 2 10 9 8 7 6 41/07 41/08 41/03 1 1 1 1 2 1 1 1 1 1 89 7 5 - 6 6 2 11 7 0 1 - 1 1 5 1 8 10' 8540- 10'8540-324 Vac . 8 0 8 8 - 1 7 2 30 ' 9 9 88 - 258 1 ^ VACATION REQUEST 817 901 905 902 904 60 8 60 6 60 4 903 901 905 705 703 70 3 60 2 70 6 702 809 50 7 709 50 8 607 707 50 5 61 2 807 801 60 8 60 6 503 707 806 804 70 4 811 50 6 800 802 60 8 70 2 708 50 2 60 4 703 709 704 808 70 0 711 70 4 70 4 70 3 800 50 9 60 3 70 0 70 1 60 9 706 710 60 1 900 60 0 50 4 50 0 703 70 1 705 604 504 60 5 70 5 804 50 6 70 2 60 0 802 60 5 701 60 1 50 7 70 0 60 6 60 7 805 LOCATION MAP: Vacation Request for Block 1, E.P. Merritts Addition ²Prepared by: Engineering Department Geographic Technology Division 100 S. Myrtle Ave, Clearwater, FL 33756 Ph: (727)562-4750, Fax: (727)526-4755 www.MyClearwater.com CRMSD N.T.S.277B 09-29S-15E9/28/2010Map Gen By:Reviewed By:S-T-R:Grid #:Date:Scale: Vacate the alleyway lying in Block 1, E.P. Merritts Addition. Plat book Hills 7, Page 6 Legend Bldg Footprint Parcel Boundary Outside CLWTR City limits Clearwater Service Area Ord #: 8225-10 Vac #: 2010-06 Name: Jimmie - Minkoff ROW to be Vacated Attachment number 3 Page 1 of 1 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Ratify and confirm a 10-foot Drainage and Utility Easement over, under, across and through the South 10 feet of Lots 8 and 10, Block B-2, MARYLAND SUBDIVISION, as more particularly described therein, conveyed by Peter G. Nichols granted in consideration of receipt of $15,000 and the benefits to be derived there from. (consent) SUMMARY: Engineering staff is finalizing plans for its 614 South Missouri Avenue Storm Pipe Replacement Project (Project 09-0048-EN). The project will consist of removing and replacing a 54-inch storm pipe and an 8-inch sanitary sewer traversing the subject parcel. The existing easement is too narrow to replace the existing pipe and the City has been negotiating with the property owner to obtain a suitable easement for almost two years. The subject easement will provide the City a 20-foot drainage and utilities corridor over, under, across and through Grantor's property to accommodate not only the stormwater but also gas and water lines that exist outside of documented easement. The subject 10-foot easement lies contiguous on the north to an existing 10-foot utility easement over the easterly 106.4 feet of the subject lands conveyed to the City in 1961 as recorded in O. R. Book 1270, Page 380, Pinellas County public records; and a 20-foot utilities easement granted in 1968 as recorded in O. R. Book 2759, Page 106, Pinellas County public records, extending west from the 1961 easement. Conditional upon the grant of the subject easement, staff will submit an application for Council to vacate the southerly 10 feet of the 1968 easement as that portion is not utilized or required. Type:Other Current Year Budget?:None Budget Adjustment:None Budget Adjustment Comments: Current Year Cost:Annual Operating Cost: Not to Exceed:Total Cost: For Fiscal Year: to Review Approval:1) City Manager 2) Clerk Cover Memo Attachment number 1 Page 1 of 5 Attachment number 1 Page 2 of 5 Attachment number 1 Page 3 of 5 Attachment number 1 Page 4 of 5 Attachment number 1 Page 5 of 5 SUBJECT EASEMENT DRUID RD COURT ST TURNER ST S M I S S O U RI A V E ROGERS ST PINE ST S Y OR K CI R N Y O R K C I R LE M B O C I R S MA D I S O N A V E S Y O R K C I R S M A D I S O N A V E PINE ST LI N C O L N A V E S MA D I S ON LOCATION MAP ²Prepared by: Engineering Department Geographic Technology Division 100 S. Myrtle Ave, Clearwater, FL 33756 Ph: (727)562-4750, Fax: (727)526-4755 www.MyClearwater.com CRMEB N.T.S.296AXX-XXs-XXe9/16/2010Map Gen By:Reviewed By:S-T-R:Grid #:Date:Scale: Peter Nichols Drainage & Utilities Easement Legend Clearwater Service Area Parcel Boundary Bldg Footprint Waterbodies Outside CLWTR City limits Attachment number 2 Page 1 of 1 Attachment number 3 Page 1 of 1 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Amend the Development Agreement between Clearwater Christian College Private School, Inc. (property owner) and the City of Clearwater, previously approved by City Council on August 5, 2010, to revise the master plan boundaries consistent with the Pinellas Planning Council’s Alternative Compromise Recommendation accepted by City Council on October 5, 2010 and adopt Resolution 10- 23. (DVA2010-06001) SUMMARY: The subject property is 131.05 acres located on the north side of Gulf-to-Bay Boulevard, approximately 900 feet east of Bayshore Boulevard. There is a companion application to amend the Future Land Use Map categories for the subject properties from Institutional (I), Commercial General (CG), Preservation (P), Recreation/Open Space (R/OS), Residential Low (RL), and Water/Drainage Feature categories to Institutional (I), Preservation (P), Recreation/Open Space (R/OS), and Water/Drainage Feature categories, and to rezone this area from Institutional (I), Commercial (C), Open Space/Recreation (OS/R), Low Density Residential (LDR) and Preservation (P) districts to Institutional (I), Open Space/Recreation (OS/R), and Preservation (P) districts (LUZ2010-06002). On August 3, 2010, the Community Development Board approved the Development Agreement to divide the property into a Mitigation Area (98.99 acres) and a Master Plan Area (32.06 acres), and to create a conceptual Master Plan limiting residential density to 750 dormitory beds and nonresidential density to 170,000 square feet (0.149 floor area ratio). This Development Agreement was passed by City Council on August 5, 2010. On September 15, 2010, the Pinellas Planning Council recommended approval of an alternative compromise recommendation for the companion land use case, reducing the scope of the amendment request from that which Council passed at first reading. The proposal is in compliance with the standards for development agreements and is consistent with the Comprehensive Plan. The proposed Development Agreement includes the following main provisions: Amends the Master Plan to reflect contracted boundaries for the proposed Institutional (I) area, consistent with the companion Future Land Use Map amendment and rezoning (LUZ2010-06002). The revised Master Plan Area would be reduced from 32.06 acres (originally proposed) to 28.55 acres of land, and the revised Mitigation Area would increase from 98.99 acres (originally proposed) to 102.5 acres of land. Replaces the Master Plan Area and Mitigation Area legal descriptions, the Master Plan, and the Project Future Land Use and Zoning Maps in the recorded Development Agreement with updated versions reflecting the contracted boundaries of the alternative compromise. Allows for two extensions of time of up to 12 months each, if requested by the Developer, for the completion of the final approval of the amended Future Land Use Map, the amendment of the Zoning Atlas to reflect the desired designations, and the final approval by the appropriate local, state and federal permitting agencies of the proposed jurisdictional line as shown on the revised Master Plan. Adds language requiring evacuation of all persons except emergency personnel after the issuance of a hurricane watch by the National Hurricane Center Allows for the use of transfer of development rights to be used in connection with the development of the Master Plan Area The Community Development Board will review this Development Agreement at its public hearing on October 19, 2010 and the Planning Department will report its recommendation at the council meeting. Cover Memo Review Approval:1) City Manager 2) Clerk Cover Memo S:\Planning Department\C D B\Land Use Amendments\LUZ 2010\LUZ2010-06002 - 3400 Gulf to Bay Blvd - Clearwater Christian College\Maps\PPC Alternative Recommendation Maps\LUZ2010-06002 LOCATION.docx LOCATION MAP Owners: Clearwater Christian College Case: LUZ2010-06002 & DVA2010-06001 Site: 3400 Gulf-to-Bay Boulevard Property Size(Acres): 131.05 Land Use Zoning PIN: 16-29-16-00000-120-0100 16-29-16-00000-140-0100 16-29-16-00000-130-0200 16-29-16-00000-110-0100 From : To: I, CG, P, R/OS, RL, & I, C, P, LDR, & Water/Drainage Feature OS/R I, P, R/OS, & I, P, & OS/R Water/Drainage Feature Atlas Page: 292B -N o t t o S c a l e - -N o t a S u r v e y - Attachment number 1 Page 1 of 9 S:\Planning Department\C D B\Land Use Amendments\LUZ 2010\LUZ2010-06002 - 3400 Gulf to Bay Blvd - Clearwater Christian College\Maps\PPC Alternative Recommendation Maps\LUZ2010-06002 AERIAL.doc P P P BAYSHORE BLVD BAYSHORE BLVD D A M A SC U S R D D A M A SC U S R D COURTNEY CAMPBELL CSWY COURTNEY CAMPBELL CSWY DREW ST DREW ST K ST K ST BAY LN BAY LN -N o t t o S c a l e - -N o t a S u r v e y - AERIAL MAP Owners: Clearwater Christian College Case: LUZ2010-06002 & DVA2010-06001 Site: 3400 Gulf-to-Bay Boulevard Property Size(Acres): 131.05 Land Use Zoning PIN: 16-29-16-00000-120-0100 16-29-16-00000-140-0100 16-29-16-00000-130-0200 16-29-16-00000-110-0100 From : To: I, CG, P, R/OS, RL, & I, C, P, LDR, & Water/Drainage OS/R I, P, R/OS, & I, P, & OS/R Water/Drainage Atlas Page: 292B Attachment number 1 Page 2 of 9 S:\Planning Department\C D B\Land Use Amendments\LUZ 2010\LUZ2010-06002 - 3400 Gulf to Bay Blvd - Clearwater Christian College\Maps\PPC Alternative Recommendation Maps\LUZ2010-06002 FLU BEFORE.docx CURRENT FUTURE LAND USE MAP Owners: Clearwater Christian College Case: LUZ2010-06002 & DVA2010-06001 Site: 3400 Gulf-to-Bay Boulevard Property Size(Acres): 131.05 Land Use Zoning PIN: 16-29-16-00000-120-0100 16-29-16-00000-140-0100 16-29-16-00000-130-0200 16-29-16-00000-110-0100 From : To: I, CG, P, R/OS, RL, & I, C, P, LDR, & Water/Drainage Feature OS/R I, P, R/OS, & I, P, & OS/R Water/Drainage Feature Atlas Page: 292B P P P D A M A SC U S R D P I P WATER P WATER CG WATER PWATERRU RU WATER R/OS I I P RU P R/OS RM P R/OS R/OSCG RL R/OS WATER WATER RU RLM P RU RU T/U R/OS I RL R/OS R/OS RL R/OS WATER CG WAT E RL R/OS RL RL R/OSR/OS RL RL I R/OS R/OS RL WATER R/OS R/OS RL RL R/OS R/OS RU RL RU I CO URT NEY CAM PBE LL C SW Y DREW ST BAY LN BAY SHORE BLVD -N o t t o S c a l e - -N o t a S u r v e y - Attachment number 1 Page 3 of 9 S:\Planning Department\C D B\Land Use Amendments\LUZ 2010\LUZ2010-06002 - 3400 Gulf to Bay Blvd - Clearwater Christian College\Maps\PPC Alternative Recommendation Maps\LUZ2010-06002 ORIGINAL PROPOSED FLU AFTER.docx PROPOSED FUTURE LAND USE MAP (Original) Owners: Clearwater Christian College Case: LUZ2010-06002 & DVA2010-06001 Site: 3400 Gulf-to-Bay Boulevard Property Size(Acres): 131.05 Land Use Zoning PIN: 16-29-16-00000-120-0100 16-29-16-00000-140-0100 16-29-16-00000-130-0200 16-29-16-00000-110-0100 From : To: I, CG, P, R/OS, RL, & I, C, P, LDR, & Water/Drainage Feature OS/R I, P, R/OS, & I, P, & OS/R Water/Drainage Feature Atlas Page: 292B P I P WATER P WATER CG U P WATERRU WATER R/OS I RM RU I WATER P R/OS P P RU RLM R/OS RU RU R/OS T/U P WATER R/OS WATER R/OS R/OS R/OS R/OS R/OSR/OS R/OS R/OS RL R/OS R/OS WATER CG WATE R R/OS R/OS P RL RL R/OS R/OS R/OS -N o t t o S c a l e - -N o t a S u r v e y - Attachment number 1 Page 4 of 9 S:\Planning Department\C D B\Land Use Amendments\LUZ 2010\LUZ2010-06002 - 3400 Gulf to Bay Blvd - Clearwater Christian College\Maps\PPC Alternative Recommendation Maps\LUZ2010-06002 FLU AFTER.doc P P P PP I P P WATER CG WATER PWATERRU RU WATER R/OS I P RU P R/OS RM P R/OS R/OS R/OSWATER WATER RU RLM P RU RU T/U R/OS R/OS R/OS R/OS R/OS CG WATER R/OS R/OSR/OS R/OS R/OS WATER R/OS R/OS R/OS R/OS RU RU I -N o t t o S c a l e - -N o t a S u r v e y - PROPOSED FUTURE LAND USE (Alternative Compromise) Owners: Clearwater Christian College Case: LUZ2010-06002 & DVA2010-06001 Site: 3400 Gulf-to-Bay Boulevard Property Size(Acres): 131.05 Land Use Zoning PIN: 16-29-16-00000-120-0100 16-29-16-00000-140-0100 16-29-16-00000-130-0200 16-29-16-00000-110-0100 From : To: I, CG, P, R/OS, RL, & I, C, P, LDR, & Water/Drainage Feature OS/R I, P, R/OS, & I, P, & OS/R Water/Drainage Feature Atlas Page: 292B Attachment number 1 Page 5 of 9 S:\Planning Department\C D B\Land Use Amendments\LUZ 2010\LUZ2010-06002 - 3400 Gulf to Bay Blvd - Clearwater Christian College\Maps\PPC Alternative Recommendation Maps\LUZ2010-06002 ZONE BEFORE.docx CURRENT ZONING MAP Owners: Clearwater Christian College Case: LUZ2010-06002 & DVA2010-06001 Site: 3400 Gulf-to-Bay Boulevard Property Size(Acres): 131.05 Land Use Zoning PIN: 16-29-16-00000-120-0100 16-29-16-00000-140-0100 16-29-16-00000-130-0200 16-29-16-00000-110-0100 From : To: I, CG, P, R/OS, RL, & I, C, P, LDR, & Water/Drainage Feature OS/R I, P, R/OS, & I, P, & OS/R Water/Drainage Feature Atlas Page: 292B OS/R P P P D A M A SC U S R D CO URT NEY CAM PBE LL C SW Y DREW ST BAY LN BAY SHORE BLVD P P C LMDR OS/R MDR I MHP OS/R DR O OS/R OS/R OS/R OS/R OS/R OS I C I LDR OS/R LDR LDR OS/R I LDR LDR LDR LDR LDR OS/R LDR LDR LDR -N o t t o S c a l e - -N o t a S u r v e y - Attachment number 1 Page 6 of 9 S:\Planning Department\C D B\Land Use Amendments\LUZ 2010\LUZ2010-06002 - 3400 Gulf to Bay Blvd - Clearwater Christian College\Maps\PPC Alternative Recommendation Maps\LUZ2010-06002 ORIGINAL PROPOSED ZONE AFTER.docx PROPOSED ZONING MAP (Original) Owners: Clearwater Christian College Case: LUZ2010-06002 & DVA2010-06001 Site: 3400 Gulf-to-Bay Boulevard Property Size(Acres): 131.05 Land Use Zoning PIN: 16-29-16-00000-120-0100 16-29-16-00000-140-0100 16-29-16-00000-130-0200 16-29-16-00000-110-0100 From : To: I, CG, P, R/OS, RL, & I, C, P, LDR, & Water/Drainage Feature OS/R I, P, R/OS, & I, P, & OS/R Water/Drainage Feature Atlas Page: 292B P D A M A S C U S R D P I C OS/R LMDR I MDR C MHP OS/R OS/R LDR OS/R OS/R OS/R LDR OS/R OS/R OS/R PCOURTNEY CAM P B E LL C S W Y DREW ST K ST BAY LN -N o t t o S c a l e - -N o t a S u r v e y - Attachment number 1 Page 7 of 9 S:\Planning Department\C D B\Land Use Amendments\LUZ 2010\LUZ2010-06002 - 3400 Gulf to Bay Blvd - Clearwater Christian College\Maps\PPC Alternative Recommendation Maps\LUZ2010-06002 ZONE AFTER.doc P P P OS/R P P I C OS/R LMDR I MDR C MHP OS/R OS/R LDR OS/R OS/R OS/R LDR OS/R OS/R OS/R P -N o t t o S c a l e - -N o t a S u r v e y - PROPOSED ZONING MAP (Alternative Compromise) Owners: Clearwater Christian College Case: LUZ2010-06002 & DVA2010-06001 Site: 3400 Gulf-to-Bay Boulevard Property Size(Acres): 131.05 Land Use Zoning PIN: 16-29-16-00000-120-0100 16-29-16-00000-140-0100 16-29-16-00000-130-0200 16-29-16-00000-110-0100 From : To: I, CG, P, R/OS, RL, & I, C, P, LDR, & Water/Drainage Feature OS/R I, P, R/OS, & I, P, & OS/R Water/Drainage Feature Atlas Page: 292B Attachment number 1 Page 8 of 9 S:\Planning Department\C D B\Land Use Amendments\LUZ 2010\LUZ2010-06002 - 3400 Gulf to Bay Blvd - Clearwater Christian College\Maps\PPC Alternative Recommendation Maps\LUZ2010-06002 EXIST.docx EXISTING SURROUNDING USES MAP Owners: Clearwater Christian College Case: LUZ2010-06002 & DVA2010-06001 Site: 3400 Gulf-to-Bay Boulevard Property Size(Acres): 131.05 Land Use Zoning PIN: 16-29-16-00000-120-0100 16-29-16-00000-140-0100 16-29-16-00000-130-0200 16-29-16-00000-110-0100 From : To: I, CG, P, R/OS, RL, & I, C, P, LDR, & Water/Drainage Feature OS/R I, P, R/OS, & I, P, & OS/R Water/Drainage Feature Atlas Page: 292B D A M A SC U S R D CO URT NEY CAM PBE LL C SW Y DREW ST BAY LN BAY SHORE BLVD -N o t t o S c a l e - -N o t a S u r v e y - Si n g l e F a m i l y Re s i d e n t i a l Mu l t i Fa m i l y Re s i d e n t i a l Mu l t i Fa m i l y Re s i d e n t i a l Mo b i l e Ho m e Pa r k Preservation / Wetlands College and Associated Facilities Preservation / Wetlands Preservation / Wetlands Tampa Bay Visitors Center Vacant & FDOT Attachment number 1 Page 9 of 9 Attachment number 2 Page 1 of 19 Attachment number 2 Page 2 of 19 Attachment number 2 Page 3 of 19 Attachment number 2 Page 4 of 19 Attachment number 2 Page 5 of 19 Attachment number 2 Page 6 of 19 Attachment number 2 Page 7 of 19 Attachment number 2 Page 8 of 19 Attachment number 2 Page 9 of 19 Attachment number 2 Page 10 of 19 Attachment number 2 Page 11 of 19 Attachment number 2 Page 12 of 19 Attachment number 2 Page 13 of 19 Attachment number 2 Page 14 of 19 Attachment number 2 Page 15 of 19 Attachment number 2 Page 16 of 19 Attachment number 2 Page 17 of 19 Attachment number 2 Page 18 of 19 Attachment number 2 Page 19 of 19 This instrument was prepared by and return to: Katherine E. Cole, Esquire Johnson, Pope, Bokor, Ruppel & Burns, LLP P. O. Box 1368 Clearwater, FL 33757-1368 FIRST AMENDMENT TO DEVELOPMENT AGREEMENT THIS FIRST AMENDMENT TO DEVELOPMENT AGREEMENT (“Amendment”) is entered into among CLEARWATER CHRISTIAN COLLEGE PRIVATE SCHOOL, INC., a Florida non-profit corporation, its successors and assigns (collectively the “Developer”), whose address is 3400 Gulf-to-Bay Boulevard, Clearwater, Florida 33759, and THE CITY OF CLEARWATER, FLORIDA, a municipality of the State of Florida acting through its City Council, the governing body thereof (the “City”), whose address is 112 South Osceola Avenue, Clearwater, Florida 33756. WITNESSETH: WHEREAS, the City and Developer entered into a Development Agreement, dated August 12, 2010, recorded in O.R. Book 17005, Page 630, Public Records of Pinellas County, Florida ("Agreement") concerning 131.05 acres of property more particularly described therein (the "Property"); WHEREAS, Section 5.1 of the Agreement provides that the Agreement shall not be effective until final approval and effectiveness of certain zoning designations and future land use map designations for the Property; WHEREAS, Section 6.1.4 of the Agreement provides for the establishment of a Conservation Easement; WHEREAS, Section 6.1.3.1 of the Agreement provides that the Property must be developed in substantial conformance with a Master Plan; WHEREAS, during the approval process, the proposed area of the land use plan and zoning changes was modified, which resulted in changes to the Mitigation Area, the Master Plan Area, the Master Plan and the proposed conservation easement area; WHEREAS, the parties have agreed to certain revisions to the Agreement to incorporate these changes; Attachment number 3 Page 1 of 11 2 WHEREAS, the City has conducted such hearings as are required by and in accordance with Chapter 163.3220 et seq. Fla Stat. and applicable law; WHEREAS, the City has determined that as of the Effective Date of this Amendment the proposed development is consistent with the City’s Comprehensive Plan and Land Development Regulations; WHEREAS, at a duly called public meeting on October 21, 2010, the City Council approved this Amendment, and authorized and directed its execution by the appropriate officials of the City; and WHEREAS, Developer has approved this Amendment and has duly authorized the undersigned individual to execute this Amendment on Developer's behalf; NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, the parties hereby agree as follows: Section 1. Recitals. The above recitals are true and correct and are a part of this Agreement. Section 2. Capitalized Terms. Capitalized terms used herein that are not defined shall have the same meanings given to such terms in the Agreement. Section 3. Amendment to Agreement. The Agreement is amended as follows: 3.1 All references in the Agreement to the Mitigation Area shall refer to 102.5 acres. 3.2 Notwithstanding any references in the Agreement to the contrary, the Developer has requested a future land use map amendment resulting in a change of approximately 12.99 acres m.o.l. of the Property. 3.3 Exhibit A to the Agreement, Legal Description of Master Plan Area and Mitigation Area, is hereby deleted and replaced with the "Revised Exhibit A" attached to this Amendment. 3.4 Exhibit B to the Agreement, the Master Plan, is hereby deleted and replaced with the "Revised Exhibit B" attached to this Amendment. 3.5 Exhibit C to the Agreement, Mitigation Narrative, is hereby deleted and replaced with the "Revised Exhibit C" attached to this Amendment. 3.6 Exhibit D to the Agreement, the Project Future Land Use and Zoning Maps, is hereby deleted and replaced with "Revised Exhibit D" attached to this Amendment. 3.7 Section 4.2 of the Agreement is hereby amended to read: Attachment number 3 Page 2 of 11 3 The Project shall include 667 parking spaces, as shown on the Master Plan attached where 386 are existing today. 3.8 Section 4.3 of the Agreement is hereby amended to read: The proposed floor area ratio on the Master Plan Area shall not exceed .169 nonresidential area and the proposed density shall not exceed 750 dormitory beds, including use of the multiplier of 3 beds per unit ("Residential Equivalent Use") and the transfer of development rights described in Section 6.1.3.9 of this Agreement. The proposed height of the Master Plan buildings, as defined in the Code, is a maximum of 50 feet. There is no proposed development on the Mitigation Plan Area. 3.9 Section 6.1.3.5 of the Agreement is hereby amended to read: The residential density shall be limited to 750 beds, including the use of the Institutional density of 12.5 dwelling units per acre, the Residential Equivalent Use of 3 beds per dwelling unit pursuant to the Pinellas Planning Council Countywide Rules and the transfer of development rights described in Section 6.1.3.9 of this Agreement. 3.10 The following Section 6.1.3.9 is hereby added to the Agreement: 6.1.3.9 Developer and City desire to transfer development rights comprised of residential dwelling units and nonresidential density currently allocated to portions of the Mitigation Area (Sender Site), which are to be used in connection with the development of the Master Plan Area (Receiver Site) in accordance with Division 14, Article 4 of the Clearwater Community Development Code. The Developer shall submit and the City shall process an application seeking approval of such transfer of development rights as required by Code ("TDR Application"). In the event of any Code amendment occurring prior to submittal and final approval of the TDR Application, City agrees that the TDR Application, Master Plan and this Agreement shall not be impacted by such Code amendment. 3.11 Section 6.1.3.6 of the Agreement is hereby amended to read: 6.1.3.6 The Developer shall implement a hurricane evacuation plan approved by the City of Clearwater and included in the Developer's published Safety Manual. All students, faculty and staff shall receive a copy of such plan at the beginning of each school semester. Developer agrees to close and vacate all persons (except for emergency personnel required to secure and protect the facilities) from the Property as soon as practicable after the issuance of a hurricane watch by the National Hurricane Center which includes the Property. All dormitory construction shall meet Florida Building Code standards for Attachment number 3 Page 3 of 11 4 construction in a Coastal High Hazard area and shall not compromise the flooding on the adjacent property. 3.12 Section 5.2 of the Agreement is hereby amended to read: 5.2 Within fourteen (14) days after the City approves the execution of this Agreement, the City shall record the Agreement with the Clerk of the Circuit Court for Pinellas County. The Developer shall pay the cost of such recording. The City shall submit to the Department of Community Affairs a copy of the recorded Agreement within fourteen (14) days after the Agreement is recorded. In the event that the contingencies described in Section 5.1.2, Section 5.1.3, and Section 5.1.4 above, are not satisfied within twelve (12) months from the date hereof, the City and Developer agree to execute and deliver a termination of this Agreement, recordable form, which shall be recorded in the Public Records of Pinellas County, Florida at the expense of the Developer. Notwithstanding the foregoing, Developer may request two extensions of time, via the Community Development Coordinator, for the completion of these contingencies for no more than twelve additional months each. All time periods set forth in this Section 5 shall be automatically extended for a period of time equal to that required to pursue any administrative challenge to or litigation regarding any approval by a local, state or federal permitting agency, including any appellate proceedings arising therefrom. Section 4. Ratification. Except as modified herein, the terms and conditions of the Agreement remain in full force and effect and are ratified by the parties. Section 5. Effective Date. As provided in §163.3239, Florida Statutes (2010), this Amendment will become effective after being recorded in the Public Records of Pinellas County, Florida, and 30 days after having been received by the state land planning agency. Attachment number 3 Page 4 of 11 5 IN WITNESS WHEREOF, the parties hereto have set their hands and their respective seals affixed as of this ___ day of _________, 2010. Countersigned: CITY OF CLEARWATER, FLORIDA __________________________ By: ______________________________ Frank V. Hibbard William B. Horne II Mayor City Manager Approved as to form: Attest: ____________________________ ________________________________ Leslie K. Dougall-Sides Cynthia E. Goudeau Assistant City Attorney City Clerk STATE OF FLORIDA ) COUNTY OF PINELLAS ) The foregoing instrument was acknowledged before me this _________ day of ____________, 2010, by FRANK V. HIBBARD, Mayor of the City of Clearwater, who is personally known to me. _______________________________ Print/Type Name:_________________ Notary Public STATE OF FLORIDA ) COUNTY OF PINELLAS ) The foregoing instrument was acknowledged before me this __________ day of _______________, 2010, by WILLIAM B. HORNE II, City Manager of the City of Clearwater, who is personally known to me. _______________________________ Print/Type Name:_________________ Notary Public Attachment number 3 Page 5 of 11 6 Witnesses: CLEARWATER CHRISTIAN COLLEGE PRIVATE SCHOOL, INC., a Florida non profit corporation By:_______________________________ Signature Richard Stratton President Print name Signature Print name STATE OF FLORIDA ) COUNTY OF PINELLAS ) The foregoing instrument was acknowledged before me this ___ day of ______________, 2010, by Richard Stratton, as President of CLEARWATER CHRISTIAN COLLEGE PRIVATE SCHOOL, INC., a Florida non profit corporation, on behalf of the corporation. He is personally known to me or produced ________________________________as identification. _______________________________ NOTARY PUBLIC Printed Name:____________________ Commission No.__________________ My Commission expires:____________ #539448 v1 - CCC/1st Amend to Dev Agt Attachment number 3 Page 6 of 11 Revised Exhibit A [Legal Descriptions of Master Plan Area and Mitigation Area] Attachment number 3 Page 7 of 11 Revised Exhibit B [Revised Master Plan] Attachment number 3 Page 8 of 11 Revised Exhibit "C" Mitigation Plan Developer agrees to mitigate the impact of the development that may occur in existing wetland areas pursuant to this Agreement, state and federal permitting agency requirements. Developer shall: 1. Upgrade entire site's stormwater facilities within the Master Plan Area. These upgrades will include but are not limited to: • Providing water quality treatment for several parts of the campus that discharge untreated stormwater directly into the surrounding mangroves and Tampa Bay; • Improve the effectiveness of the existing wet treatment pond adjacent to Cathcart Hall by eliminating its ability to commingle stormwater runoff with daily tidal inflows/discharges; and • Eliminate frequent nuisance flooding within some of the parking area, classroom and administration buildings. 2. Make application to Southwest Florida Water Management District (SWFWMD) and U.S. Army Corps of Engineers (USACOE) for approval of the Mitigation Bank within 60 days of final approval by the City of this Amendment. The proposed Mitigation Bank will result in an approved wetland mitigation area in the Tampa Bay area water basin. The credits will be derived not from the creation of new mangrove area where none currently exists, but restoration of existing mangrove habitat that, depending on location, is moderately to severely-impacted by sedimentation, mosquito ditch dredging and spoiling, and loss of adequate daily tidal flow from Tampa Bay and Coopers Bayou. The restoration effort will focus on improving flows through the mangrove by upgrading the culverts under Damascus Road, removing sediment and muck, and sculpting the sides and bottoms of select mosquito ditches, creating a branching system of tidal creeks that improves ambient water quality and ecological habitat. Secondary effects of the branching creek system will occur through improved daily tidal exchange in Coopers Bayou, partially restoring the natural tidal exchange characteristics that existed before the construction of the Courtney Campbell Causeway; and improving the flow characteristics within the mangrove by demucking, widening and creating a branching tidal creek system within the mangroves. The Mitigation Bank shall be approved in accordance with Fla. Stat. 373.4136 et. seq., as amended; and Rule 62- 342, F.A.C. The City shall rely on SWFWMD and USACOE to finalize the appropriate mitigation strategies necessary to achieve the maximum mitigation within the Mitigation Area. An appropriate number of credits would be used to compensate for wetlands impacts associated with the Developer site improvements. 3. Place a conservation easement over the Mitigation Area, in conjunction with city, state and federal permitting. In the event the state and federal agencies approve the Mitigation Bank, upon exhaustion of all mitigation credits created by the Mitigation Bank, Developer shall actively seek to transfer the Mitigation Area to the City, or, in the Attachment number 3 Page 9 of 11 2 event the City does not wish to take ownership of the Mitigation Area, to another government or conservation organization, in fee simple, for the purpose of expanding the Coopers Point Nature Park recreation area (subject to approval of the USACOE and SWFWMD). 4. In the event the state and federal agencies do not approve the Mitigation Bank, or, in the event approves the Mitigation Bank but does not rate the proposed restoration adequately high, limiting the number of credits available for purchase to the extent that the Mitigation Bank is not financially viable, Developer agrees to proceed with individual mitigation projects, as permitted by the State. Such activities may include: a) Upgrading the existing culverts under Damascus Road to improve daily tidal flows through the existing mangrove; b) Removing muck from select mosquito ditches within the existing mangrove to improve tidal flow and/or ecological habitat; c) Removing sediment and muck along an alignment of select mosquito ditches to simulate a branching system that improves tidal flow and ecological habitat. Secondary effects of a branching tidal creek system will improve daily tidal exchange in Coopers Bayou and partially restore its natural hydrologic characteristics. Attachment number 3 Page 10 of 11 Amendment to Development Agreement Page 3 ADOPTED __________ Revised Exhibit D [Future Land Use and Zoning Maps] Attachment number 3 Page 11 of 11 Resolution No. 10-23 RESOLUTION NO. 10-23 A RESOLUTION OF THE CITY OF CLEARWATER, FLORIDA APPROVING A FIRST AMENDMENT TO DEVELOPMENT AGREEMENT BETWEEN THE CITY OF CLEARWATER AND CLEARWATER CHRISTIAN PRIVATE SCHOOL, INC., A FLORIDA NON-PROFIT CORPORATION; PROVIDING AN EFFECTIVE DATE. WHEREAS, the City of Clearwater, by adoption of Resolution No. 10-18 on August 5, 2010, previously approved a development agreement with Clearwater Christian Private School, Inc., a Florida non-profit corporation; and WHEREAS, it is desirable to amend said Development Agreement in order to reflect changes occasioned by the Alternative Compromise Recommendation approved by the Pinellas Planning Council in Case CW 10-18 on September 15, 2010; now, therefore, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section1. The First Amendment to Development Agreement between the City of Clearwater and Clearwater Christian Private School, Inc., a Florida non-profit Corporation, a copy of which is attached as Exhibit “A,” is hereby approved. Section 2. This resolution shall take effect immediately upon adoption. PASSED AND ADOPTED this _______ day of _____________, 2010. ____________________________ Frank V. Hibbard Mayor Approved as to form: Attest: __________________________ _____________________________ Leslie K. Dougall-Sides Rosemarie Call City Attorney City Clerk Attachment number 4 Page 1 of 1 Resolution No. 10-23 RESOLUTION NO. 10-23 A RESOLUTION OF THE CITY OF CLEARWATER, FLORIDA APPROVING A FIRST AMENDMENT TO DEVELOPMENT AGREEMENT BETWEEN THE CITY OF CLEARWATER AND CLEARWATER CHRISTIAN PRIVATE SCHOOL, INC., A FLORIDA NON-PROFIT CORPORATION; PROVIDING AN EFFECTIVE DATE. WHEREAS, the City of Clearwater, by adoption of Resolution No. 10-18 on August 5, 2010, previously approved a development agreement with Clearwater Christian Private School, Inc., a Florida non-profit corporation; and WHEREAS, it is desirable to amend said Development Agreement in order to reflect changes occasioned by the Alternative Compromise Recommendation approved by the Pinellas Planning Council in Case CW 10-18 on September 15, 2010; now, therefore, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section1. The First Amendment to Development Agreement between the City of Clearwater and Clearwater Christian Private School, Inc., a Florida non-profit Corporation, a copy of which is attached as Exhibit “A,” is hereby approved. Section 2. This resolution shall take effect immediately upon adoption. PASSED AND ADOPTED this _______ day of _____________, 2010. ____________________________ Frank V. Hibbard Mayor Approved as to form: Attest: __________________________ _____________________________ Leslie K. Dougall-Sides Rosemarie Call City Attorney City Clerk Attachment number 5 Page 1 of 1 Community Development Board – October 19, 2010 DVA2010-06001 – Page 1 of 4 CDB Meeting Date: October 19, 2010 Case Number: DVA2010-06001 (Related to LUZ2010-06002) Agenda Item: E3 (Related to E2) Owners/Applicant: Clearwater Christian College Private School, Inc. Representative: Katherine E. Cole, Esquire, Johnson, Pope, Bokor, Ruppel & Burns, LLP Addresses: 3400 Gulf-to-Bay Boulevard CITY OF CLEARWATER PLANNING DEPARTMENT STAFF REPORT GENERAL INFORMATION: REQUEST: Review of, and recommendation to City Council, for an amended Development Agreement between Clearwater Christian College Private School, Inc. (property owner) and the City of Clearwater previously approved by City Council on August 5, 2010 to revise the master plan boundaries consistent with the Pinellas Planning Council’s Alternative Compromise Recommendation accepted by City Council on October 5, 2010. CURRENT/PROPOSED ZONING DISTRICTS: Current: Institutional (I), Commercial (C), Open Space/Recreation (OS/R), Low Density Residential (LDR) and Preservation (P) Districts Proposed: Institutional (I), Open Space/Recreation (OS/R), and Preservation (P) CURRENT/PROPOSED FUTURE LAND USE MAP CATEGORIES: Current: Institutional (I), Commercial General (CG), Preservation (P), Recreation/Open Space (R/OS), Residential Low (RL), and Water/Drainage Feature Proposed: Institutional (I), Preservation (P), Recreation/Open Space (R/OS), and Water/Drainage Feature PROPERTY USE: Current: Educational Facilities Proposed: Educational Facilities up to 170,000 square feet of nonresidential floor area (0.169 Floor Area Ratio) and up to 750 Dormitory Beds/Residents (12.5 dwelling units per acre) at a maximum height of 50 feet EXISTING SURROUNDING ZONING AND USES: North: Preservation (P) and Open Space/Recreation (OS/R) Districts Open Space and Wetlands South: Preservation (P) and Open Space/Recreation (OS/R) Districts Tourist Information, Causeway and Tampa Bay East: Preservation (P) and Open Space/Recreation (OS/R) Open Space and Tampa Bay West: Low Medium Density Residential (LMDR), Medium Density Residential (MDR), Mobile Home Park (MHP), and Commercial (C) Residential uses, Governmental use, and Vacant Attachment number 6 Page 1 of 4 Community Development Board – October 19, 2010 DVA2010-06001 – Page 2 of 4 ANALYSIS: Site Location and Existing Conditions: The 131.05-acre site is located on the north side of Gulf-to-Bay Boulevard east of Bayshore Boulevard. The subject property is developed with the Clearwater Christian College. The subject property has approximately 1,440 feet of frontage along Gulf-to-Bay Boulevard adjacent to Florida Department of Transportation (FDOT) right-of-way and approximately 1,670 feet of frontage along Bayshore Boulevard. Properties to the north and east of the subject property are zoned Preservation (P) and Open Space/Recreation (OS/R) districts and are primarily wetlands and open space comprising Coopers Bayou and Tampa Bay. Properties to the south are zoned Open Space/Recreation (OS/R) and Preservation (P) districts. This land includes the Clearwater Visitors Center, the Courtney Campbell Causeway (Gulf-to- Bay Boulevard) and associated FDOT right-of-way. Across Gulf-to-Bay Boulevard is Tampa Bay. The adjacent property to the southwest is zoned Commercial (C) District. One lot is developed with a FDOT office, and the others are vacant. Properties to the west across Bayshore Boulevard are zoned Low Medium Density Residential (LMDR), Medium Density Residential (MDR), and Mobile Home Park (MHP) Districts and are developed with attached and detached dwellings. Development Proposal: There is a companion application to amend the Future Land Use Map categories for the subject properties from Institutional (I), Commercial General (CG), Preservation (P), Recreation/Open Space (R/OS), Residential Low (RL), and Water/Drainage Feature categories to Institutional (I), Preservation (P), Recreation/Open Space (R/OS), and Water/Drainage Feature categories, and to rezone this area from Institutional (I), Commercial (C), Open Space/Recreation (OS/R), Low Density Residential (LDR) and Preservation (P) districts to Institutional (I), Open Space/Recreation (OS/R), and Preservation (P) districts (LUZ2010-06002). This Future Land Use Map amendment would expand the portion of the property designated Institutional (I) and appropriately designate areas within the College property where the future land use designation and zoning are inconsistent with the surrounding areas or the actual use of the property. The amended development proposal divides the subject site into two areas, a Master Plan Area (28.55 acres) and a Mitigation Area (102.5 acres). The Master Plan Area consists of the proposed Institutional (I), Preservation (P) and Recreation/Open Space (R/OS) land use designations. Development would be concentrated within the proposed Institutional (I) area and shall be in substantial conformance with the proposed Master Plan. The Master Plan depicts proposed locations for reconfigured parking as well as expansion of the college’s residential dormitories and administrative space. The Mitigation Area would be designated Preservation (P), Water/Drainage Feature, and Recreation/Open Space (R/OS) on the Future Land Use Map. There would be no development potential within the Mitigation Area because of a conservation easement, to be granted in perpetuity, and the transfer of development rights from these Preservation (P) lands to the proposed Institutional (I) area. Development Agreement: The reason for the amended Development Agreement is proposed modifications to the companion application to amend the Future Land Use Map categories and Zoning Atlas designations as the result of an alternative compromise recommendation from the Pinellas Planning Council, which reduces the scope of the proposed amendments. As a result of this change in circumstances, revisions to the Development Agreement were necessary. Attachment number 6 Page 2 of 4 Community Development Board – October 19, 2010 DVA2010-06001 – Page 3 of 4 The proposed Development Agreement amends the Development Agreement between Clearwater Christian College Private School, Inc. and the City of Clearwater previously approved by City Council on August 5, 2010 to revise the master plan boundaries consistent with the Pinellas Planning Council’s Alternative Compromise Recommendation accepted by City Council on October 5, 2010, and includes the following main provisions: Replaces Exhibit A (Legal Description of the Master Plan Area and Mitigation Area), Exhibit B (Master Plan), and Exhibit D (Project Future Land Use and Zoning Maps), to reflect contracted boundaries for the proposed Institutional (I) area, consistent with the companion Future Land Use Map amendment and rezoning (LUZ2010-06002). The revised Master Plan Area would be reduced from 32.06 acres (originally proposed) to 28.55 acres of land, and the revised Mitigation Area would increase from 98.99 acres (originally proposed) to 102.5 acres of land. Section 4.2 is revised reducing the number of parking spaces shown on the Master Plan. Revises Exhibit C, Mitigation Narrative, to clarify where impacts would occur because of development. Language is also amended in order to adjust the time frame in which the Mitigation Bank application must be submitted such that it would follow the approval of the amended Development Agreement. Additional language is removed from a list of possible mitigation activities allowable, to ensure that provisions elsewhere in the Mitigation Plan requiring upgrades to the entire site’s stormwater facilities within the Master Plan Area are absolutely required. Adds a new Section 6.1.3.9, recognizing that a transfer of development rights will occur, in accordance to provisions in the Code. Revises Sections 4.3 and 6.1.3.5 to incorporate references to the new Section 6.1.3.9 and revises the maximum FAR from 0.149 to 0.169 to reflect the contracted boundaries for the proposed Institutional (I) area as a result of the alternative compromise recommendation from the Pinellas Planning Council. Revises Section 6.1.3.6 to remove reference to the Tampa Bay Regional Planning Council, and to add language requiring evacuation of all persons except emergency personnel after the issuance of a hurricane watch by the National Hurricane Center. Revises Section 5.2 to allow for two extensions of time of up to 12 months each, if requested by the Developer, for the completion of the final approval of the amended Future Land Use Map, the amendment of the Zoning Atlas to reflect the desired designations, and the final approval by the appropriate local, state and federal permitting agencies of the proposed jurisdictional line as shown on the revised Master Plan. The Community Development Board (CDB) has been provided with the most recent Development Agreement. The CDB is required to review the proposed Development Agreement and make a recommendation to the City Council. SUMMARY AND RECOMMENDATION: The Development Review Committee (DRC) reviewed the original application and supporting materials at its meeting of July 1, 2010, and deemed the development proposal to be sufficient to move forward to the Community Development Board (CDB). Findings of Fact: The Planning and Development Department, having reviewed all evidence submitted by the applicant and requirements of the Community Development Code, finds that there is substantial competent evidence to support the following findings of fact and conclusions of law: 1. That the 131.05-acre site is located on the north side of Gulf-to-Bay Boulevard east of Bayshore Boulevard; 2. That there is a companion application to amend the Future Land Use Map categories for the subject properties from Institutional (I), Commercial General (CG), Preservation (P), Recreation/Open Space (R/OS), Residential Low (RL), and Water/Drainage Feature categories to Institutional (I), Attachment number 6 Page 3 of 4 Community Development Board – October 19, 2010 DVA2010-06001 – Page 4 of 4 Preservation (P), Recreation/Open Space (R/OS), and Water/Drainage Feature categories, and to rezone this area from Institutional (I), Commercial (C), Open Space/Recreation (OS/R), Low Density Residential (LDR) and Preservation (P) districts to Institutional (I), Open Space/Recreation (OS/R), and Preservation (P) districts (LUZ2010-06002); 3. That the CDB originally approved this project on August 3, 2010, under Case DVA2010-06001; 4. That this companion application has been modified from the original application, consistent with the alternative compromise recommendation from the Pinellas Planning Council, reducing the scope of the proposed amendments; 5. That the proposal is to amend the Master Plan and Mitigation Plan for the Clearwater Christian College, consistent with the companion application; and 6. That the proposal allows for the use of transfer of development rights to be used in connection with the development of the Master Plan Area. Conclusions of Law: 1. That the Development Agreement implements and formalizes the requirements for the related site plan proposal (FLD2010-06001); 2. That the Development Agreement complies with the standards and criteria of Section 4-606 of the Community Development Code; and 3. That the Development Agreement is consistent with the Visions, Goals, Objectives and Policies of the Comprehensive Plan. Based upon the above, the Planning Department recommends the APPROVAL, and recommendation to the City Council, of an amended Development Agreement between Clearwater Christian College Private School, Inc. (property owner) and the City of Clearwater previously approved by City Council on August 5, 2010 for the property at 3400 Gulf-to-Bay Boulevard. Prepared by Planning Department Staff: __________________________________________ Lauren K. Matzke, AICP, Planner III ATTACHMENTS: Development Agreement with Exhibits (strikethrough) Development Agreement as amended Staff Resume Location Map Aerial Map Current Future Land Use Map Proposed Future Land Use Map (Original) Proposed Future Land Use Map (Alternative Compromise) Current Zoning Map Proposed Zoning Map (Original) Proposed Zoning Map (Alternative Compromise) Existing Surrounding Uses Map S:\Planning Department\C D B\Development Agreements (DVA)\DVA2010-06001 - Gulf to Bay 3400 (I + P) 2010.07 - Approved - LKM\1st Amendment October 2010\Gulf to Bay 3400 DVA Updated Staff Report for 10 19 10 CDB.docx Attachment number 6 Page 4 of 4 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Amend provisions of Chapter 29, Article II, Business Tax Receipts, Clearwater Code of Ordinances, to exclude the profession of attorneys from any provisions in this Article that regulate attorney conduct or the practice of law and pass Ordinance 8212-10 on first reading. SUMMARY: The regulation of the conduct of attorneys and the practice of law is solely within the purview of the Florida Supreme Court according to the Florida Constitution, Article V, Section 15. County Court of Pinellas County has found that certain provisions of Chapter 29, Article II, dealing with Business Tax Receipts (BTR’s) in the Clearwater Code of Ordinances go beyond revenue-generating purposes and stray into the regulation of attorney conduct and thereby held that these provisions were unconstitutional. This ordinance modifies relevant sections of the City’s BTR ordinance to exclude attorneys from provisions that the aforementioned judge’s order found to be regulatory upon attorney conduct or the practice of law. Review Approval:1) City Manager 2) Clerk Cover Memo ORDINANCE NO. 8212-10 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING PROVISIONS OF CHAPTER 29, ARTICLE II, BUSINESS TAX RECEIPTS, CLEARWATER CODE OF ORDINANCES, TO EXCLUDE THE PROFESSION OF ATTORNEYS FROM ANY PROVISIONS IN THIS ARTICLE THAT REGULATE ATTORNEY CONDUCT OR THE PRACTICE OF LAW; PROVIDING AN EFFECTIVE DATE. WHEREAS, the regulation of the conduct of attorneys and the practice of law is solely within the purview of the Florida Supreme Court according to the Florida Constitution, Article V, Section 15; and WHEREAS, County Court of Pinellas County has found that certain provisions of Chapter 29, Article II, dealing with Business Tax Receipts (BTR’s) in the Clearwater Code of Ordinances go beyond revenue-generating purposes and stray into the regulation of attorney conduct and thereby held that these provisions were unconstitutional; and WHEREAS, this modifies relevant sections of the City’s BTR ordinance to exclude attorneys from provisions that the aforementioned judge’s order found to be regulatory upon attorney conduct or the practice of law, now therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. That Chapter 29, Article II Business Tax Receipts, Section 29.26 be amended by adding the underlined language as follows: Sec. 29.26. Enforcement and inspection--Generally. (1) The following persons are authorized to conduct inspections in the manner prescribed in this section: (a) The city manager shall make all investigations reasonably necessary for the enforcement of this code. (b) The city manager shall have the authority to order the inspection of taxpayers, their businesses records, by any city staff having duties to perform with reference to such licensees or businesses. (c) All police officers shall be empowered to enforce compliance with the provisions of this article. Attachment number 1 Page 1 of 4 2 Ordinance No. 8212-10 (2) All persons authorized in this section to inspect business tax receipts, businesses or records the authority to enter, with or without search warrant as the law may require, at all reasonable times, the following premises: (a) Those for which a business tax receipt is required; (b) Those for which a business tax receipt was issued and which, at the time of inspection, are operating under such business tax receipt; (c) Those for which a business tax receipt has been revoked or suspended. (3) The enforcement and inspection procedures, as detailed herein, shall not apply to attorneys. Section 2. That Chapter 29, Article II Business Tax Receipts, Section 29.27 be amended by adding the underlined language as follows: Sec. 29.27. Police background check. (1) For the general health, safety and welfare of the citizens of Clearwater, some business types require a police background check on the owners or operators of the business. Most of these businesses are identified in the fee schedule of Appendix A of this Code. From time to time, the director of the department and the police chief may identify other businesses which will require a police background check, but are not so noted in the fee schedule of Appendix A of this Code. Any business owner, operator who is required to obtain a police background check may furnish a state criminal background check if it was completed by a state regulatory agency within six months of the application for a business tax receipt and the background check can be verified as being completed by that agency. If the applicant elects to provide the alternative background check, it shall be the responsibility of the applicant to provide the proof of passing such background check. The city may require a city background check on a case-by-case basis if there are questions about the validity or accuracy of a background check provided by the applicant. (2) No police background check shall be required for attorneys. Section 3. That Chapter 29, Article II Business Tax Receipts, Section 29.40 be amended by adding the underlined language as follows: Sec. 29.40. Penalties. (1) All business taxes imposed by this article shall be due and payable on September 30 of each year and shall expire on September 30 of the succeeding year. Those business tax receipts not renewed by September 30 shall be Attachment number 1 Page 2 of 4 3 Ordinance No. 8212-10 considered delinquent and shall be subject to an administrative fee and delinquency penalty as per Appendix A. It is the duty of an inspector or a law enforcement officer to cause such person or persons or officers and directors of any corporation to be brought before the Municipal Code Enforcement Board or the county court utilizing processes as set forth in Article 7 of the Community Development Code and Florida State Statutes, as amended from time to time. (2) Each business tax receipt required by this chapter shall be obtained prior to the commencement of business or the practice of a profession and if not, shall be subject to an administrative fee and penalty as per Appendix A, in addition to the civil penalties of section 1.12. The administrative fee and penalty as detailed in Appendix A along with the civil penalty set forth in section 1.12, for the delinquent payment of business taxes, shall be exhaustive and to the exclusion of any and all other penalties and sanctions. Section 4. That Chapter 29, Article II Business Tax Receipts, Section 29.44 be amended by adding the underlined language as follows: Sec. 29.44. Appeals. (1) Any applicant or taxpayer who has been denied the issuance or transfer of a business tax receipt pursuant to section 29.31, 29.38 or 29.41(5) shall have the right of appeal to the city manager. Within ten calendar days from the date the city notifies the applicant or taxpayer of the city's decision to deny the issuance or transfer of a business tax receipt, the applicant or taxpayer shall file with the city clerk a written statement fully setting forth the grounds for such appeal. Upon the filing of such written statement, the city clerk shall notify the city manager, who shall schedule and conduct a hearing before the city manager within 30 days after the filing of the written statement. The applicant or taxpayer shall be given written notice of the hearing by certified mail return receipt requested and shall have an opportunity to present evidence on his or her behalf, to cross examine witnesses, and to be represented by counsel. The city shall have the burden of proof by a preponderance of the evidence, and the city manager's decision shall be based solely on the evidence presented at the hearing. Within ten calendar days of the hearing, the city manager shall file with the city clerk's office and shall serve on the applicant or taxpayer a written decision containing findings of fact and conclusions of the legal basis for the decision. The decision of the city manager shall be final and conclusive, subject to judicial review by common law certiorari in the circuit court for Pinellas County. The applicant or taxpayer may abate the enforcement of the denial by filing a petition for a writ of certiorari and obtaining a temporary injunction or temporary restraining order. (2) An applicant providing proof of active attorney licensure from the Florida Bar will not be denied the issuance or transfer of a business tax receipt. Attachment number 1 Page 3 of 4 4 Ordinance No. 8212-10 Section 5. That Chapter 29, Article II Business Tax Receipts, Section 29.46 be amended by adding the underlined language as follows: Sec. 29.46. Regulatory licenses. Provisions of a regulatory nature contained in this article are placed in this article as a matter of convenience only. Although a separate regulatory license certificate may not be issued, such provisions are imposed as conditions of an additional regulatory license imposed under the city's police power to regulate businesses, occupations, professions, trades or callings in order to protect the public health, morals, safety and welfare pursuant to F.S. § 166.221; however, no provisions contained in this article shall serve to regulate attorney conduct or the practice of law. Section 6. That Appendix A, XXVIII. Business Tax, be amended by deleting the stricken language as follows: 084.000 PROFESSIONAL (per licensee and per location) 084.010 Accountant (See note D if CPA) 127.50 084.020 Architect (See note D) 127.50 084.030 Attorney (See note D) 127.50 . . . Section 7. This ordinance shall take effect immediately upon adoption. PASSED ON FIRST READING _____________________ PASSED ON SECOND AND FINAL _____________________ READING AND ADOPTED ___________________________ Frank V. Hibbard Mayor Approved as to form: Attest: __________________________ ____________________________ Camilo A. Soto Rosemarie Call Assistant City Attorney City Clerk Attachment number 1 Page 4 of 4 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Adopt Ordinance 8193-10 on second reading, amending the future land use plan element of the Comprehensive Plan of the city to change the land use designation for certain real property whose post office address is 110 McMullen Booth Road, from Residential Urban (RU) to Institutional (I). SUMMARY: Review Approval:1) Clerk Cover Memo Ordinance No.8193 -10 ORDINANCE NO. 8193 -10 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE FUTURE LAND USE PLAN ELEMENT OF THE COMPREHENSIVE PLAN OF THE CITY, TO CHANGE THE LAND USE DESIGNATION FOR CERTAIN REAL PROPERTY LOCATED AT THE NORTHEAST CORNER OF VIRGINIA AVENUE AND MEADOW LARK LANE APPROXIMATELY 335 FEET EAST OF BAYVIEW AVENUE, SOUTH OF 110 NORTH MCMULLEN BOOTH ROAD (FIRST BAPTIST CHURCH OF CLEARWATER, INC. A/K/A CALVARY BAPTIST CHURCH), CONSISTING OF A PORTION OF SECTION 16, TOWNSHIP 29 SOUTH, RANGE 16 EAST, INCLUDING A PORTION OF LAND LYING NORTH OF LOTS 1 THROUGH 6 BLOCK 1, AND LOTS 1 THROUGH 6 BLOCK 2, BAYVIEW CITY SUBDIVISION, WHOSE POST OFFICE ADDRESS IS 110 MCMULLEN BOOTH ROAD, FROM RESIDENTIAL URBAN (RU) TO INSTITUTIONAL (I); PROVIDING AN EFFECTIVE DATE. WHEREAS, the amendment to the future land use plan element of the comprehensive plan of the City as set forth in this ordinance is found to be reasonable, proper and appropriate, and is consistent with the City’s comprehensive plan; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The future land use plan element of the comprehensive plan of the City of Clearwater is amended by designating the land use category for the hereinafter described property as follows: Property Land Use Category See Exhibit “A” From: Residential Urban (RU) To: Institutional (I) (LUZ2010-05001) Section 2. The City Council does hereby certify that this ordinance is consistent with the City’s comprehensive plan. Section 3. This ordinance shall take effect immediately upon adoption, subject to the approval of the land use designation by the Pinellas County Board of County Commissioners, and subject to a determination by the State of Florida, as appropriate, of compliance with the applicable requirements of the Local Government Comprehensive Planning and Land Development Regulation Act, pursuant to § 163.3189, Florida Statutes. The Community Development Coordinator is authorized to transmit to the Pinellas County Planning Council an application to amend the Countywide Plan in order to achieve consistency with the Future Land Use Plan Element of the City’s Comprehensive Plan as amended by this ordinance. PASSED ON FIRST READING _____________________ Attachment number 1 Page 1 of 2 Ordinance No.8193 -10 PASSED ON SECOND AND FINAL _____________________ READING AND ADOPTED ___________________________ Frank V. Hibbard Mayor Approved as to form: Attest: ____________________________ ___________________________ Leslie K. Dougall-Sides Rosemarie Call Assistant City Attorney City Clerk Attachment number 1 Page 2 of 2 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Adopt Ordinance No. 8194-10 on second reading, amending the Zoning Atlas of the city by rezoning certain real property whose post office address is 110 McMullen Booth Road, from Low Medium Density Residential (LMDR) to Institutional (I). SUMMARY: Review Approval:1) Clerk Cover Memo Ordinance No. 8194-10 ORDINANCE NO. 8194-10 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE ZONING ATLAS OF THE CITY BY REZONING CERTAIN REAL PROPERTY LOCATED AT THE NORTHEAST CORNER OF VIRGINIA AVENUE AND MEADOW LARK LANE APPROXIMATELY 335 FEET EAST OF BAYVIEW AVENUE, SOUTH OF 110 NORTH MCMULLEN BOOTH ROAD (FIRST BAPTIST CHURCH OF CLEARWATER, INC A/K/A CALVARY BAPTIST CHURCH), CONSISTING OF A PORTION OF SECTION 16, TOWNSHIP 29 SOUTH, RANGE 16 EAST, INCLUDING A PORTION OF LAND LYING NORTH OF LOTS 1 THROUGH 6 BLOCK 1, AND LOTS 1 THROUGH 6 BLOCK 2, BAYVIEW CITY SUBDIVISION, WHOSE POST OFFICE ADDRESS IS 110 MCMULLEN BOOTH ROAD, FROM LOW MEDIUM DENSITY RESIDENTIAL (LMDR) TO INSTITUTIONAL (I); PROVIDING AN EFFECTIVE DATE. WHEREAS, the assignment of a zoning district classification as set forth in this ordinance is found to be reasonable, proper and appropriate, and is consistent with the City's comprehensive plan; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The following described property located in Pinellas County, Florida, is hereby zoned as indicated upon annexation into the City of Clearwater, and the zoning atlas of the City is amended, as follows: Property Zoning District See Exhibit “A” From: Low Medium Density Residential (LMDR) To: Institutional (I) (LUZ2010-05001) 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. Attachment number 1 Page 1 of 2 Ordinance No. 8194-10 PASSED ON FIRST READING ___________________________ PASSED ON SECOND AND FINAL ___________________________ READING AND ADOPTED _______________________________ Frank V. Hibbard Mayor Approved as to form: Attest: __________________________ ______________________________ Leslie K. Dougall-Sides Rosemarie Call Assistant City Attorney City Clerk Attachment number 1 Page 2 of 2 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Adopt Ordinance 8197-10 on third reading, amending the future land use plan element of the Comprehensive Plan of the city to change the land use designation for certain real property, consisting of a portion of a 131.05 acre site whose post office address is 3400 Gulf-to- Bay Boulevard from Institutional (I), Commercial General (CG), Preservation (P), Water/Drainage Feature, Recreation/Open Space (R/OS), and Residential Low (RL) to Institutional (I), Preservation (P), Recreation/Open Space (R/OS), and Water/Drainage Feature. SUMMARY: Review Approval:1) Clerk Cover Memo Ordinance No. 8197-10 ORDINANCE NO. 8197-10 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE FUTURE LAND USE PLAN ELEMENT OF THE COMPREHENSIVE PLAN OF THE CITY, TO CHANGE THE LAND USE DESIGNATION FOR CERTAIN REAL PROPERTY LOCATED ON THE NORTH SIDE OF GULF-TO-BAY BOULEVARD APPROXIMATELY 900 FEET EAST OF SOUTH BAYSHORE BOULEVARD, CONSISTING OF A PORTION OF A 131.05 ACRE SITE, WHOSE POST OFFICE ADDRESS IS 3400 GULF–TO-BAY BOULEVARD, FROM INSTITUTIONAL (I), COMMERCIAL GENERAL (CG), PRESERVATION (P), WATER/DRAINAGE FEATURE, RECREATION/OPEN SPACE (R/OS), AND RESIDENTIAL LOW (RL) TO INSTITUTIONAL (I), PRESERVATION (P), RECREATION/OPEN SPACE (R/OS), AND WATER/DRAINAGE FEATURE; PROVIDING AN EFFECTIVE DATE [AMENDED MAPS]. WHEREAS, the amendment to the future land use plan element of the comprehensive plan of the City as set forth in this ordinance is found to be reasonable, proper and appropriate, and is consistent with the City’s comprehensive plan; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The future land use plan element of the comprehensive plan of the City of Clearwater is amended by designating the land use category for the hereinafter described property as follows: Property Land Use Category See “Exhibit A” Attached From: Institutional (I), Commercial General (CG), Preservation (P), Water/Drainage Feature, Recreation/Open Space (R/OS), And Residential Low (RL) To: Institutional (I), Preservation (P), Recreation/Open Space (R/OS), and Water/Drainage Feature (LUZ2010-06002 ) Section 2. The City Council does hereby certify that this ordinance is consistent with the City’s comprehensive plan. Section 3. This ordinance shall take effect immediately upon adoption, subject to the approval of the land use designation by the Pinellas County Board of County Commissioners, and subject to a determination by the State of Florida, as appropriate, of compliance with the applicable requirements of the Local Government Comprehensive Planning and Land Development Regulation Act, pursuant to § 163.3189, Florida Statutes. The Community Development Coordinator is authorized to transmit to the Pinellas County Planning Council an application to amend the Countywide Plan in order to achieve consistency with the Future Land Use Plan Element of the City’s Comprehensive Plan as amended by this ordinance. Attachment number 1 Page 1 of 2 Ordinance No. 8197-10 PASSED ON FIRST READING _____________________ PASSED ON SECOND READING _____________________ PASSED ON THIRD AND FINAL READING _____________________ AND ADOPTED ___________________________ Frank V. Hibbard Mayor Approved as to form: Attest: ____________________________ ___________________________ Leslie K. Dougall-Sides Rosemarie Call Assistant City Attorney City Clerk Attachment number 1 Page 2 of 2 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Adopt Ordinance 8198-10 on third reading, amending the Zoning Atlas of the city by rezoning certain property consisting of a portion of a 131.05 site whose property address is 3400 Gulf-to-Bay Boulevard from Institutional (I), Commercial (C), Reservation (P), Low Density Residential (LDR), and Open Space/Recreation (OS/R) to Institutional (I), Preservation (P), and Open Space/Recreation (OS/R). SUMMARY: Review Approval:1) Clerk Cover Memo Ordinance No.8198 -10 ORDINANCE NO. 8198-10 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE ZONING ATLAS OF THE CITY BY REZONING CERTAIN PROPERTY LOCATED ON THE NORTH SIDE OF GULF-TO-BAY BOULEVARD APPROXIMATELY 900 FEET EAST OF SOUTH BAYSHORE BOULEVARD, CONSISTING OF A PORTION OF A 131.05 ACRE SITE, WHOSE POST OFFICE ADDRESS IS 3400 GULF-TO-BAY BOULEVARD, FROM INSTITUTIONAL (I), COMMERCIAL (C), PRESERVATION (P), LOW DENSITY RESIDENTIAL (LDR), AND OPEN SPACE/RECREATION (OS/R), TO INSTITUTIONAL (I), PRESERVATION (P), AND OPEN SPACE/RECREATION (OS/R); PROVIDING AN EFFECTIVE DATE [AMENDED MAPS]. WHEREAS, the amendment to the zoning atlas of the City as set forth in this ordinance is found to be reasonable, proper and appropriate, and is consistent with the City's Comprehensive Plan; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL 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: Property Zoning District See “Exhibit A” Attached From: Institutional (I), Commercial (C), Preservation (P), Low Density Residential (LDR), and Open Space/Recreation (OS/R) To: Institutional (I), Preservation (P), and Open Space/Recreation (LUZ2010-06002) (OS/R) 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, subject to the approval of the land use designation set forth in Ordinance 8197-10 by the Pinellas County Board of County Commissioners, and subject to a determination by the State of Florida, as appropriate, of compliance with the applicable requirements of the Local Government Comprehensive Planning and Land Development Regulation Act, pursuant to §163.3189, Florida Statutes. Attachment number 1 Page 1 of 2 Ordinance No.8198 -10 PASSED ON FIRST READING _____________________________ PASSED ON SECOND AND FINAL _____________________________ READING AND ADOPTED ___________________________________ Frank V. Hibbard Mayor Approved as to form: Attest: ______________________________ ___________________________________ Leslie K. Dougall-Sides Rosemarie Call Assistant City Attorney City Clerk Attachment number 1 Page 2 of 2 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve amendments to the Clearwater Comprehensive Plan adding Future Land Use Map categories for transit oriented development and adding an objective and policies pertaining to the new categories, and adopt Ordinance 8201-10 on second reading as amended. SUMMARY: Ordinance 8201-10 was passed on first reading on August 5, 2010 and transmitted to the Florida Department of Community Affairs (DCA) as required for Comprehensive Plan text amendments. The Department of Community Affairs issued Comments and Recommendations for this amendment on the following items: Development Standards Recommendation Include maximum density standards and the proportion desired land uses within the Transit Oriented Development (TOD) land use categories. Plan Policy Guidance Recommendations Include a provision ensuring the City will propose an amendment to the Comprehensive Plan to show station locations on the Future Land Use Map once the station locations have been identified. Include a policy that states should a station location occur in the coastal high hazard area (Coastal Storm Area in the Comprehensive Plan), no increase in density allowed under the current Future Land Use Map shall occur on those properties. The Department of Community Affairs recommendations have been addressed in the motion to amend on second reading. Review Approval:1) Legal 2) Clerk 3) Assistant City Manager 4) Clerk 5) City Manager 6) Clerk Cover Memo Ordinance No. 8201-10 ORDINANCE NO. 8201-10 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, MAKING AMENDMENTS TO THE COMPREHENSIVE PLAN OF THE CITY BY AMENDING THE FUTURE LAND USE ELEMENT BY ADDING PLAN CLASSIFICATION CATEGORIES FOR TRANSIT ORIENTED DEVELOPMENT AND ADDING AN OBJECTIVE AND POLICIES PERTAINING TO THE NEW CATEGORIES; PROVIDING FOR SEVERABILITY; AND PROVIDING AN EFFECTIVE DATE; WHEREAS the Local Government Comprehensive Planning and Land Development Regulation Act of Florida empowers and requires the City Council of the City of Clearwater to plan for the future development and growth of the City, and to adopt and periodically amend the Comprehensive Plan, including elements and portions thereof; and WHEREAS, the City Council approved Ordinance Number 8088-09, which amended the Comprehensive Plan of the City on November 17, 2009; and WHEREAS, the City Council approved Ordinance Number 8134-10, which amended the Comprehensive Plan of the City on May 20, 2010; and WHEREAS, the Tampa Bay Area Regional Transportation Authority (TBARTA) adopted a Regional Transportation Master Plan for the Tampa Bay Area in May 2009; and WHEREAS, the Regional Transportation Master Plan identifies future rail service for portions of the City of Clearwater; and WHEREAS, the Pinellas County Metropolitan Planning Organization adopted in December 2009 a new Long Range Transportation Plan that incorporates a comprehensive system of transit service with rail service to be developed in phases; and WHEREAS, TBARTA, the Pinellas County Metropolitan Planning Organization (MPO), the Pinellas Suncoast Transit Authority, and the Florida Department of Transportation signed a Memorandum of Understanding (MOU) in 2010 to jointly undertake a Federal Transit Agency Alternatives Analysis to identify corridors in Pinellas County for the first phase of a future rail or fixed guideway transit system; and WHEREAS, the signatories to the MOU have identified the general transit planning area in Pinellas County that will be the focus of the Alternatives Analysis; and WHEREAS, transit station locations will be determined as part of the Alternatives Analysis; and WHEREAS, those jurisdictions that will be traversed by the future rail or fixed guideway transit system must ensure that their local comprehensive plans contain Attachment number 1 Page 1 of 3 Ordinance No. 8201-10 2 policies that integrate transit with supportive land use policies, such as enabling transit oriented development around transit stations; and WHEREAS, TBARTA has developed transit oriented development guiding principles for incorporation into local comprehensive plans; and WHEREAS, the Future Land Use Element of the Comprehensive Plan is being amended to include new policies to support appropriate land use planning and development in proximity to rail or fixed guideway transit stations once they are identified through the Alternatives Analysis; and WHEREAS, amendments to the Comprehensive Plan have been prepared in accordance with the applicable requirements of law, after conducting appropriate planning analysis and public participation through public hearings, opportunity for written comments, open discussion and the consideration of public and official comments; and WHEREAS, the Community Development Board, serving as the designated Local Planning Agency for the City, has held a public hearing on the proposed amendments and has recommended adoption of the proposed Comprehensive Plan amendments; and WHEREAS, the proposed amendments have been transmitted to the Florida Department of Community Affairs for review and comments, and the objections, recommendations and comments received from the Florida Department of Community Affairs have been considered by the City Council, together with all comments from local regional agencies and other persons, in preparing the final draft of the amendments; and WHEREAS, the City Council finds it necessary, desirable and proper to adopt the amendments to the objectives and policies of the Comprehensive Plan in order to reflect changing conditions; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. Amendments 1 – 2 to the Clearwater Comprehensive Plan attached hereto as Exhibit “A” are hereby adopted. Section 2. This ordinance shall become effective when the Department of Community Affairs (DCA) issues a final order determining the adopted amendment to be in compliance, or the Administration Commission issues a final order determining the adopted amendments to be in compliance, in accordance with Section 163.187 or 163.3189, F.S., as amended. PASSED ON FIRST READING _____________________ PASSED ON SECOND AND FINAL _____________________ READING AND ADOPTED Attachment number 1 Page 2 of 3 Ordinance No. 8201-10 3 __________________________ Frank Hibbard Mayor-Councilmember Approved as to form: Attest: __________________________ __________________________ Leslie Dougall-Sides Rosemarie Call Assistant City Attorney City Clerk Attachment number 1 Page 3 of 3 1 Exhibit A Ordinance No. 8201-10 EXHIBIT A ATTACHMENT TO ORDINANCE 8201-10 AMENDMENT 1 - FUTURE LAND USE ELEMENT GOALS, OBJECTIVES AND POLICIES Amend following Policy A.2.2.1 of Goal A.2 of the Plan on pages A-6-A-9 as follows: * * * * * Attachment number 2 Page 1 of 11 2 Ex h i b i t A O r d i n a n c e N o . 8 2 0 1 - 1 0 PL A N C L A S S I F I C A T I O N PR I M A R Y U S E S P E R PL A N C A T E G O R Y MA X . D E N S I T Y / I N T E N S I T Y P E R P L A N CA T E G O R Y CO N S I S T E N T Z O N I N G D I S T R I C T S Re s i d e n t i a l E s t a t e (R E ) Ve r y L o w D e n s i t y Re s i d e n t i a l 1 D w e l l i n g U n i t P e r A c r e ; F A R 0 . 3 0 ; I S R 0 . 6 0 L o w D e ns i t y R e s i d e n t i a l ( L D R ) Re s i d e n t i a l S u b u r b a n (R S ) Lo w D e n s i t y R e s i d e n t i a l 2 . 5 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 3 0 ; I S R 0 . 6 0 L o w D e n s i t y R e s i d e n t i a l ( L D R ) Re s i d e n t i a l L o w (R L ) Lo w D e n s i t y R e s i d e n t i a l 5 D w e l l i n g U n i t s P e r A c r e ; FA R 0 . 4 0 ; I S R 0 . 6 5 Lo w D e n s i t y R e s i d e n t i a l ( L D R ) ; Lo w M e d i u m D e n s i t y R e s i d e n t i a l ( L M D R ) Re s i d e n t i a l U r b a n (R U ) Ur b a n L o w D e n s i t y Re s i d e n t i a l 7. 5 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 4 0 ; I S R 0 . 6 5 Lo w M e d i u m D e n s i t y R e s i d e n t i a l ( L M D R ) ; Me d i u m D e n s i t y R e s i d e n t i a l ( M D R ) Re s i d e n t i a l L o w M e d i u m (R L M ) Lo w t o M o d e r a t e D e n s i t y Re s i d e n t i a l 10 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 5 0 ; I S R 0 . 7 5 Mo b i l e H o m e P a r k ( M H P ) ; Me d i u m D e n s i t y R e s i d e n t i a l ( M D R ) Re s i d e n t i a l M e d i u m (R M ) Mo d e r a t e t o H i g h D e n s i t y Re s i d e n t i a l 15 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 5 0 ; I S R 0 . 7 5 Me d i u m D e n s i t y R e s i d e n t i a l ( M D R ) ; Me d i u m H i g h D e n s i t y R e s i d e n t i a l ( M H D R ) Re s i d e n t i a l H i g h (R H ) Hi g h D e n s i t y R e s i d e n t i a l 3 0 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 6 0 ; I S R 0 . 8 5 Me d i u m H i g h D e n s i t y R e s i d e n t i a l ( M H D R ) ; Hi g h D e n s i t y R e s i d e n t i a l ( H D R ) Re s o r t F a c i l i t i e s H i g h (R F H ) Hi g h D e n s i t y Re s i d e n t i a l / O v e r n i g h t Ac c o m m o d a t i o n s 30 D w e l l i n g U n i t s P e r A c r e ; F A R 1 . 2 ; I S R 0 . 9 5 ; To u r i s t ( T ) ; Hi g h D e n s i t y R e s i d e n t i a l ( H D R ) ; Co m m e r c i a l ( C ) 50 O v e r n i g h t A c c o m m o d a t i o n U n i t s P e r A c r e ; F A R 1. 2 ; I S R 0 . 9 5 ( B a s e ) Ov e r n i g h t A c c o m m o d a t i o n s : Le s s T h a n 1 A c r e ( A l t e r n a t i v e ) 70 U n i t s P e r A c r e ; FA R 2 . 0 ; I S R 0 . 9 5 Ov e r n i g h t A c c o m m o d a t i o n s : Be t w e e n 1 a n d 3 A c r e s (A l t e r n a t i v e ) 90 U n i t s P e r A c r e ; FA R 3 . 0 ; I S R 0 . 9 5 Ov e r n i g h t A c c o m m o d a t i o n s : Gr e a t e r T h a n 3 A c r e s (A l t e r n a t i v e ) 11 0 U n i t s P e r A c r e ; FA R 4 . 0 ; I S R 0 . 9 5 O r a s s e t f o r t h i n B e a c h b y D e s i g n : A P r e l i m i n a r y De s i g n f o r C l e a r w a t e r B e a c h a n d D e s i g n Gu i d e l i n e s , t h e s p e c i a l a r e a p l a n g o v e r n i n g Cl e a r w a t e r B e a c h a d o p t e d b y O r d . N o . 6 6 8 9 - 0 1 a n d as a m e n d e d . Attachment number 2 Page 2 of 11 3 Ex h i b i t A O r d i n a n c e N o . 8 2 0 1 - 1 0 Re s i d e n t i a l / O f f i c e L i m i t e d (R / O L ) Lo w D e n s i t y Re s i d e n t i a l / O f f i c e 7. 5 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 4 0 ; I S R 0 . 7 5 Of f i c e ( O ) ; Lo w M e d i u m D e n s i t y R e s i d e n t i a l ( L M D R ) Re s i d e n t i a l / O f f i c e G e n e r a l (R / O G ) Me d i u m D e n s i t y Re s i d e n t i a l / O f f i c e 15 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 5 0 ; I S R 0 . 7 5 Of f i c e ( O ) ; Me d i u m D e n s i t y R e s i d e n t i a l ( M D R ) Ce n t r a l B u s i n e s s D i s t r i c t (C B D ) Re s i d e n t i a l ; O f f i c e ; R e t a i l ; Pu b l i c / S e m i - P u b l i c U s e s a s in d i c a t e d i n a p p r o v e d Re d e v e l o p m e n t P l a n As s e t f o r t h i n t h e a p p r o v e d R e d e v e l o p m e n t P l a n D o w nt o w n ( D ) Tr a n s i t O r i e n t e d De v e l o p m e n t ( T O D ) M i n i m u m a n d M a x i m u m D e n s i t y a n d I n t e n s i t y * Tr a n s i t S t a t i o n Ar e a T y p e I : U r b a n Ce n t e r D o w n t o w n Re s i d e n t i a l ; O f f i c e ; R e t a i l ; In s t i t u t i o n a l ; P u b l i c / S e m i - Pu b l i c 40 - 1 0 0 D w e l l i n g U n i t s P e r A c r e ; F A R 1 . 5 - 7 . 0 be t w e e n 1 / 8 m i l e r a d i u s o f t h e t r a n s i t s t a t i o n a n d th e st a t i o n a r e a b o u n d a r y ( F A R 1 . 5 - 1 0 . 0 w i t h i n 1 / 8 m i l e ra d i u s o f t h e t r a n s i t s t a t i o n ) Tr a n s i t O r i e n t e d D e v e l o p m e n t * * Tr a n s i t S t a t i o n Ar e a T y p e I I : Su b u r b a n C e n t e r Re s i d e n t i a l ; O f f i c e ; R e t a i l ; In s t i t u t i o n a l ; P u b l i c / S e m i - Pu b l i c 30 - 5 0 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 5 - 5 . 0 T r a n s i t O r i e n t e d D e v e l o p m e n t * * Tr a n s i t S t a t i o n Ar e a T y p e I I I : Ne i g h b o r h o o d Ce n t e r Re s i d e n t i a l ; O f f i c e ; R e t a i l ; In s t i t u t i o n a l ; P u b l i c / S e m i - Pu b l i c 10 - 3 0 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 5 - 3 . 0 T r a n s i t O r i e n t e d D e v e l o p m e n t * * Tr a n s i t S t a t i o n Ar e a T y p e I V : Co m p l e t e S t r e e t Co r r i d o r Re s i d e n t i a l ; O f f i c e ; R e t a i l ; In s t i t u t i o n a l ; P u b l i c / S e m i - Pu b l i c 10 - 3 0 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 5 - 2 . 0 T r a n s i t O r i e n t e d D e v e l o p m e n t * * Re s i d e n t i a l / O f f i c e / R e t a i l (R / O / R ) Re s i d e n t i a l ; R e s i d e n t i a l Eq u i v a l e n t ; O f f i c e ; R e t a i l ; Ov e r n i g h t a c c o m m o d a t i o n ; Pe r s o n a l / B u s i n e s s S e r v i c e s 18 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 4 0 ; I S R 0 . 8 5 Of f i c e ( O ) ; Co m m e r c i a l ( C ) ; Me d i u m D e n s i t y R e s i d e n t i a l ( M D R ) 30 O v e r n i g h t A c c o m m o d a t i o n U n i t s P e r A c r e ; F A R 0. 4 0 ; I S R 0 . 8 5 Co m m e r c i a l N e i g h b o r h o o d (C N ) Of f i c e ; R e t a i l ; P e r s o n a l Se r v i c e 10 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 4 0 ; I S R 0 . 8 0 Co m m e r c i a l ( C ) ; Of f i c e ( O ) Attachment number 2 Page 3 of 11 4 Ex h i b i t A O r d i n a n c e N o . 8 2 0 1 - 1 0 Co m m e r c i a l L i m i t e d (C L ) Of f i c e ; R e t a i l ; O v e r n i g h t Ac c o m m o d a t i o n s ; P e r s o n a l Se r v i c e 18 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 4 5 ; I S R 0 . 8 5 Co m m e r c i a l ( C ) ; Of f i c e ( O ) 30 O v e r n i g h t A c c o m m o d a t i o n U n i t s P e r A c r e ; F A R 0. 4 5 ; I S R 0 . 8 5 Co m m e r c i a l G e n e r a l (C G ) Of f i c e ; R e t a i l ; P e r s o n a l Se r v i c e ; O v e r n i g h t Ac c o m m o d a t i o n s ; Wh o l e s a l e ; W a r e h o u s e 24 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 5 5 ; I S R 0 . 9 0 Co m m e r c i a l ( C ) ; Of f i c e ( O ) 40 O v e r n i g h t A c c o m m o d a t i o n U n i t s P e r A c r e ; F A R 0. 5 5 ; I S R 0 . 9 0 In d u s t r i a l L i m i t e d (I L ) Li g h t M a n u f a c t u r i n g ; Ov e r n i g h t Ac c o m m o d a t i o n s ; Re s e a r c h / D e v e l o p m e n t ; Wh o l e s a l e ; W a r e h o u s e FA R 0 . 6 5 ; I S R 0 . 8 5 In d u s t r i a l , R e s e a r c h a n d T e c h n o l o g y ( I R T ) 50 O v e r n i g h t A c c o m m o d a t i o n U n i t s P e r A c r e : F A R 0. 6 5 ; I S R 0 . 8 5 [ S u b j e c t t o M a s t e r D e v e l o p m e n t P l a n re q u i r e m e n t s i n S e c t i o n 2 . 3 . 3 . 6 . 1 o f t h e C o u n t y w i d e Pl a n R u l e s ] ( B a s e ) 75 O v e r n i g h t A c c o m m o d a t i o n U n i t s P e r A c r e ; F A R 1. 5 ; I S R 0 . 8 5 [ S u b j e c t t o M a s t e r D e v e l o p m e n t P l a n re q u i r e m e n t s i n S e c t i o n 2 . 3 . 3 . 6 . 1 o f t h e C o u n t y w i d e Pl a n R u l e s ] ( A l t e r n a t i v e ) In d u s t r i a l G e n e r a l (I G ) Li g h t a n d / o r H e a v y Ma n u f a c t u r i n g ; W h o l e s a l e ; Wa r e h o u s e ; Re s e a r c h / D e v e l o p m e n t ; Ve h i c u l a r S a l v a g e FA R 0 . 7 5 ; I S R 0 . 9 5 I n d u s t r i a l , R e s e a r c h a n d T e c h n o l og y ( I R T ) Re c r e a t i o n / O p e n S p a c e (R / O S ) Pu b l i c / P r i v a t e O p e n S p a c e an d / o r R e c r e a t i o n F a c i l i t y ; Be a c h / W a t e r A c c e s s FA R 0 . 2 5 ; I S R 0 . 6 0 O p e n S p a c e / R e c r e a t i o n ( O S / R ) Pr e s e r v a t i o n (P ) Na t u r a l / U n d e v e l o p e d W a t e r Fe a t u r e s ; B e a c h e s a n d Du n e s FA R 0 . 1 0 ; I S R 0 . 2 0 P r e s e r v a t i o n ( P ) In s t i t u t i o n a l (I ) Pu b l i c / P r i v a t e S c h o o l s ; Ch u r c h e s ; P u b l i c O f f i c e s ; Ho s p i t a l s 12 . 5 D w e l l i n g U n i t s P e r A c r e ; F A R 0 . 6 5 ; I S R 0 . 8 5 ; Ho s p i t a l B o n u s P r o v i s i o n F A R 1 . 0 S u b j e c t t o B o n u s Pr o v i s i o n s P r o v i d e d B e l o w * * * In s t i t u t i o n a l ( I ) Attachment number 2 Page 4 of 11 5 Ex h i b i t A O r d i n a n c e N o . 8 2 0 1 - 1 0 Tr a n s p o r t a t i o n / U t i l i t y (T / U ) Ai r p o r t s ; M a r i n a ; U t i l i t y Fa c i l i t i e s FA R 0 . 7 0 ; I S R 0 . 9 0 I n s t i t u t i o n a l ( I ) Tr a n s p o r t a t i o n / U t i l i t y ( T / U ) Ov e r l a y Ut i l i t y t r a n s m i s s i o n l i n e lo c a t e d i n a n e a s e m e n t FA R a n d I S R b a s e d o n u n d e r l y i n g p l a n cl a s s i f i c a t i o n ; a p p l i c a b l e t o p r o p e r t i e s t e n ( 1 0 ) a cr e s or l e s s i n a r e a Al l c a t e g o r i e s Wa t e r / D r a i n a g e F e a t u r e ( s ) Wa t e r B o d y a n d / o r Dr a i n a g e F e a t u r e s Su b m e r g e d l a n d ; d r a i n a g e f e a t u r e ( o t h e r t h a n a s a n ov e r l a y ) - N o d e n s i t y / i n t e n s i t y a l l o c a t i o n ; f o r w a t er bo d i e s , a p p l i c a b l e t o t h o s e o f t h r e e ( 3 ) o r m o r e a c re s in a r e a Al l c a t e g o r i e s Dr a i n a g e F e a t u r e O v e r l a y D r a i n a g e f e a t u r e s De n s i t y , F A R a n d I S R b a s e d o n t h e u n d e r l y i n g p l a n cl a s s i f i c a t i o n Al l c a t e g o r i e s * T h e T r a n s i t O r i e n t e d D e v e l o p m e n t c a t e g o r i e s a r e a ss i g n e d a m i n i m u m a n d m a x i m u m d w e l l i n g u n i t s p e r a c re a n d f l o o r a r e a r a t i o ( F A R ) . F A R s h a l l b e g r e a t e s t w i t h i n a c o r e o f ap p r o x i m a t e l y 1 / 8 th m i l e f r o m t h e c e n t e r o f t h e t r a n s i t s t a t i o n a r e a a nd t r a n s i t i o n t o l o w e r i n t e n s i t i e s w i t h i n c r e a s i n g di s t a n c e f r o m t h e c e n t e r . ** T h e g e n e r a l t e r m f o r t h e z o n i n g d i s t r i c t “ T r a n s i t O r i e n t e d D e v e l o p m e n t ” w i l l b e u s e d u n t i l t h e s t a t i on l o c a t i o n s a r e d e t e r m i n e d a n d t r a n s i t s t a t i o n a r e a p l a n s a r e d e v e l o p e d , a t wh i c h t i m e t h e z o n i n g d i s t r i c t w i l l b e s p e c i f i c t o th e g e o g r a p h i c l o c a t i o n o f t h e t r a n s i t s t a t i o n a r e a . ** * FA R b o n u s p r o v i s i o n s f o r h o s p i t a l u s e s i n t h e I n s t i tu t i o n a l c l a s s i f i c a t i o n : 1. H o s p i t a l u s e s m u s t b e b a s e d o n a n d s u b j e c t t o a n a p p r o v e d f i n a l m a s t e r p l a n o r s i t e p l a n ; a n d 2. T h e m a s t e r p l a n o r s i t e p l a n m u s t i n c l u d e a n y a n d a l l a d j a c e n t , c o n t i g u o u s , o r t o u c h i n g p r o p e r t y , s tr u c t u r e s , f a c i l i t i e s , a n d u s e s , w h i c h a r e : a. A t t r i b u t a b l e t o c o m m o n o w n e r s h i p ; o r b. P a r t o f a c o m m o n p l a n o f o p e r a t i o n , a d m i n i s t r a t i on , p r o m o t i o n , a d v e r t i s i n g , s e r v i c e , o r b u s i n e s s ; o r c. V o l u n t a r i l y s h a r i n g f a c i l i t i e s o r i n f r a s t r u c t u r e ; o r d. U s e d i n a n y w a y i n c o n j u n c t i o n w i t h t h e h o s p i t a l u s e ; a n d 3. W h e r e t h e m u n i c i p a l b o u n d a r y o f a n y a d j o i n i n g l o ca l g o v e r n m e n t i s c o n t i g u o u s t o o r w i t h i n 1 5 0 f e e t of t h e h o s p i t a l u s e , t h e p r o v i s i o n s s e t f o r t h h e r e u nd e r s h a l l a p p l y . T h e Ci t y s h a l l a p p r o v e t h e f i n a l m a s t e r o r s i t e p l a n o r a n y a m e n d m e n t t h e r e t o , s u b j e c t t o t h e f o l l o w i n g s p ec i f i c p r o v i s i o n s : a. T h e h o s p i t a l u s e s h a l l n o t e x c e e d a F A R o f 0 . 6 5 fo r t h e u s e s l o c a t e d w i t h i n 1 5 0 f e e t o f a m u n i c i p a l b o u n d a r y o f a d j o i n i n g l o c a l g o v e r n m e n t ( s ) ; b. A d j o i n i n g l o c a l g o v e r n m e n t ( s ) s h a l l b e g i v e n a n op p o r t u n i t y t o r e v i e w a n d c o m m e n t o n t h e m a s t e r p l a n o r s i t e p l a n , o r a n y a m e n d m e n t t h e r e t o , a s i t a p p li e s t o t h e pr o p e r t y w i t h i n 1 5 0 f e e t o f t h e m u n i c i p a l b o u n d a r y . T h i s s h a l l i n c l u d e t h e f o l l o w i n g : 1) T r a n s m i t t a l o f t w o c o p i e s o f t h e m a s t e r p l a n o r si t e p l a n o r a n y a m e n d m e n t t h e r e t o , t o t h e a d j o i n i n g l o c a l g o v e r n m e n t ( s ) n o t l e s s t h a n 3 0 d a y s p r i o r t o s c h e d u l e d ac t i o n b y t h e C i t y ; 2) T h e o p p o r t u n i t y a n d s p e c i f i c p r o c e s s b y w h i c h t o p r o v i d e c o m m e n t s a n d r e c o m m e n d a t i o n s b y t h e a d j o i n in g l o c a l g o v e r n m e n t ( s ) s o a s t o b e t i m e l y a n d me a n i n g f u l l y c o n s i d e r e d b y t h e C i t y . c. A n y p r o p o s e d u s e w i t h i n 1 5 0 f e e t o f a d j o i n i n g l o ca l g o v e r n m e n t ( s ) s h a l l b e s o d e s i g n e d a n d l o c a t e d as t o c o n s i d e r s p e c i f i c a l l y e a c h o f t h e f o l l o w i n g : 1) T h e h e i g h t o f a n y b u i l d i n g o r s t r u c t u r e i n r e l a t io n s h i p t o t h e d i s t a n c e f o r m a d j o i n i n g p r o p e r t y a n d b u i l d i n g s i n t h e a d j o i n i n g j u r i s d i c t i o n ( s ) t o e n s u re m i n i m u m Attachment number 2 Page 5 of 11 6 Ex h i b i t A O r d i n a n c e N o . 8 2 0 1 - 1 0 ne g a t i v e v i s u a l i m p a c t b a s e d o n t h e s t a n d a r d s f o r s et b a c k , s e p a r a t i o n d i s t a n c e a n d b u f f e r i n g i n t h e a d jo i n i n g l o c a l g o v e r n m e n t ( s ) . 2) T h e s e p a r a t i o n d i s t a n c e a n d l a n d s c a p e b u f f e r p r o vi s i o n s f o r a n y v e h i c u l a r u s e , s t o r a g e , o r s e r v i c e ar e a o r s t r u c t u r e , c o n s i s t e n t w i t h t h e c h a r a c t e r a n d u s e o f t h e ad j o i n i n g p r o p e r t y b a s e d o n t h e s t a n d a r d s f o r s u c h bu f f e r a r e a i n t h e a d j o i n i n g l o c a l g o v e r n m e n t ( s ) . 3) T h e l a n d s c a p e t r e a t m e n t , i n c l u d i n g t h e t y p e , s i z e a n d i n t e n s i t y o f v e g e t a t i v e b u f f e r a r e a s c o n s i s t e nt w i t h t h e c h a r a c t e r a n d u s e o f t h e a d j o i n i n g p r o p er t y b a s e d o n t h e st a n d a r d s f o r s u c h l a n d s c a p e t r e a t m e n t i n t h e a d j o i ni n g l o c a l g o v e r n m e n t ( s ) . 4) T h a t n o u s e s h a l l c o n s t i t u t e a n u i s a n c e w i t h r e s pe c t t o n o i s e , o d o r , a i r q u a l i t y , f i r e o r e x p l o s i v e h a z a r d , v i b r a t i o n o r e l e c t r o m a g n e t i c i n t e r f e r e n c e ba s e d o n t h e pe r f o r m a n c e s t a n d a r d s i n t h e a d j o i n i n g l o c a l g o v e r n me n t ( s ) . * * * * Attachment number 2 Page 6 of 11 7 Exhibit A Ordinance No. 8201-10 AMENDMENT 2 - FUTURE LAND USE ELEMENT GOALS, OBJECTIVES AND POLICIES Add following Objective and Policies to Goal A.6 of the Plan on page A-21 as follows: * * * * * A.6.10 Objective – Create energy-efficient transit oriented development where residents, visitors and tourists can travel to a variety of places without using a personal vehicle, provide direction for transit-supportive development and redevelopment in transit stations areas that makes it convenient for people to walk and use transit, and incorporate the land use and economic development criteria outlined in the Federal Transit Administration New Starts Planning and Development Process. Policies A.6.10.1 Plan for transit oriented development around transit stations that are part of a rail or fixed guideway system as established in the Pinellas County Metropolitan Planning Organization Long-Range Transportation Plan. Transit station locations and typologies will be determined at the conclusion of the Pinellas Alternatives Analysis through a multi-agency joint planning process. A.6.10.2 When the location of fixed-guideway transit stations and station typologies have been determined through the process described in A.6.10.1, an amendment to the Future Land Use Map will be processed by the City to delineate the transit station area and apply the appropriate Transit Oriented Development category pursuant Policy A.2.2.1 and adopt transit station area plans after consideration of input from a community involvement process. A station area will generally comprise the area within a ½ mile radius (easy walking distance) of the transit station. A.6.10.3 If a transit station area encompasses more than one jurisdiction, the city will coordinate with the other affected jurisdiction(s) in determining the station area boundary and developing the transit station area plan. A.6.10.4 Each transit station area plan must include existing conditions, neighborhood context, station area types, redevelopment vision, concept plan, market research and development projections, land use recommendations, zoning requirements, building design standards, site development standards, street cross sections, streetscape development standards, pedestrian and bicycle access plans, public infrastructure improvements, wayfinding plan, public realm and open space plan, parking plan and implementation plan. A.6.10.5 Where a transit station area coincides with the area governed by Clearwater Downtown Redevelopment Plan (Downtown Plan), the development of the Transit Station Area Plan will be closely coordinated with and, potentially, integrated into the Downtown Plan to ensure consistency in approach and implementation strategies. Amendments to the Downtown Plan may be required to ensure that the specific target Attachment number 2 Page 7 of 11 8 Exhibit A Ordinance No. 8201-10 intensities related to the transit station typologies will be accommodated. A.6.10.6 An appropriate ratio of residential and non-residential land uses in the transit station area is critical to achieving a desirable jobs to housing balance. The following land use targets shall guide future development within transit station areas: a. Transit Station Area Type I: 20% Residential, 80% Nonresidential b. Transit Station Area Type II: 50% Residential, 50% Nonresidential c. Transit Station Area Type III: 80% Residential, 20% Nonresidential d. Transit Station Area Type IV: 60% Residential, 40% Nonresidential A.6.10.7 Where a transit station area coincides with the Coastal Storm Area, population densities are restricted to the maximum density allowed by the Future Land Use Map, except for specific areas identified in Beach by Design: A Preliminary Design for Clearwater Beach and Design Guidelines, in which case densities identified in Beach by Design shall govern. All densities in the coastal storm area and shall be consistent with the Pinellas County Comprehensive Emergency Management Plan and the Regional Hurricane Evacuation Study. A.6.10.8 Optimize the potential of transit oriented development to support transit investments and create livable and sustainable urban communities by adhering to the following guiding principles in the planning, design, and development of transit station area plans: a. Community & Economic Development (1) Recognize that each station area around a rail or fixed guideway transit station is different and that each station area is located within its own unique context and serves a defined purpose in the context of the transit corridor and the regional transit system. (2) Conduct a location-based market analysis for development projections to identify land use mix and density/intensity of uses to make more viable. (3) Ensure the land uses along transit routes and station locations are appropriate for the transit type. (4) Establish a method for preparing transit station area plans that engages multiple stakeholders including government agencies, development interests and the public. (5) Promote the implementation of transit station area plans through regulatory and financial incentives, public-private partnerships, joint/shared facilities, environmental remediation and property aggregation. (6) Consider the Clearwater Economic Development Strategic Plan Attachment number 2 Page 8 of 11 9 Exhibit A Ordinance No. 8201-10 goals when planning for transit station areas. b. Land Use (1) Mix complementary, compact and well-integrated land uses within station areas and the area of influence up to one mile around stations. (2) Promote a range of higher-density and intensity uses in station areas, including residential, office, service-oriented retail and civic uses that support transit ridership and takes advantage of the major public investment in transit. (3) Provide greater flexibility for mixing uses and higher density/intensity that is easier to implement than traditional requirements and are able to respond to changing conditions. (4) Provide a mixture of housing types affordable to households with a range of incomes within station areas. (5) Provide uses that serve the daily needs of residents, commuters and visitors (e.g., grocery, laundry, banking, fitness centers, and parks). (6) Ensure appropriate transition in densities, intensities and building heights, concentrating the highest densities closest to the transit station and transitioning to lower densities at the edges of the station area, especially when adjacent to lower-density development (e.g. single-family neighborhoods). (7) Require active uses that attract/generate pedestrian activity such as retail and office on the ground floor of buildings, including parking garages. (8) Identify station area types that address transit technology, community character, density/intensity and mix of land uses, housing mix, and building heights. (9) Discourage loss of industrial lands due to station area development. c. Mobility (1) Make the pedestrian the focus of the transit oriented development strategy without excluding vehicular traffic. (2) Provide an extensive pedestrian system that minimizes obstacles, provides connectivity with shorter walking distances, and provides protection from the elements where appropriate. (3) Create continuous, direct, safe, and convenient transit and Attachment number 2 Page 9 of 11 10 Exhibit A Ordinance No. 8201-10 pedestrian linkages, including walkways between principal entrances of buildings and adjacent lots. (4) Design the pedestrian network for the anticipated pedestrian level of service. Provide wide sidewalks and unencumbered walkways on key pedestrian corridors. (5) Design streets to be multimodal “complete streets,” with an emphasis on pedestrian and bicycle safety, access and circulation. Incorporate traffic calming and context sensitive street design, as appropriate. (6) Design an interconnected street network based upon a block system, with blocks at the appropriate maximum length for the station type. (7) Provide pedestrian and bicycle networks to connect dead-end streets, pass through long blocks, and create public pathways in station areas. (8) Accommodate local and regional multimodal connections for all types of vehicular transport, including, where applicable, trains, buses, bicycles, cars, watercraft, aircraft and taxicabs. d. Parking (1) Require a coordinated approach to vehicular parking for all developments within one mile of station locations. (2) Develop area-wide parking strategies through a coordinated approach to vehicular parking for all development within the station area. (3) Implement parking strategies, including shared and centralized parking, and reduce parking requirements over time with the option of implementing parking maximums as station area development becomes increasingly integrated with transit service. (4) Require transit station area plans or large-scale site plans to include a parking plan that reduces the number of spaces as the transit system evolves and station area development becomes increasingly integrated with transit service. (5) Discourage large surface parking lots within ¼ mile of transit stations. (6) Require structured parking within transit station areas, when and where appropriate. (7) Provide bicycle parking and encourage other bicycle amenities, such as bicycle repair, rental, and cyclist comfort stations. Attachment number 2 Page 10 of 11 11 Exhibit A Ordinance No. 8201-10 (8) Provide park and ride facilities where appropriate. e. Urban Design (1) Use urban design to create sense of place, enhance community identity and make attractive, safe and convenient environments within station areas. (2) Adopt building design guidelines based on street types such as pedestrian priority streets where building fronts, doors, windows, and elements that protect the pedestrian from rain and sun are emphasized and secondary streets where buildings rears and service areas may be tolerated. (3) Require building frontage to be oriented to public streets or open space with minimal setbacks. (4) Require building entrances to be located to minimize the walking distance between the transit station and the building entrance. (5) Prohibit motor vehicle surface parking between building fronts and public rights-of-way. (6) Require clearly delineated pedestrian pathways through surface parking lots to the transit station. (7) Require parking structures to include active uses along the ground floor street frontage. (8) Incorporate sustainable technologies in station design and operations, such as in lighting, signage, audio/visual, cooling, waste management, landscape, and stormwater systems. (9) Develop graphic wayfinding systems to facilitate visitor and tourist navigation of station areas. (10) Make safety, with the emphasis on pedestrian, bicycle and Americans with Disabilities Act access, a key focus of the transit oriented development strategy. (11) Require open spaces to be engaging, high quality public spaces that function as organizing features for buildings and gathering places in station areas. * * * * * Attachment number 2 Page 11 of 11 1 Exhibit A Ordinance No. 8201-10 MOTION TO AMEND ORDINANCE NO. 8201-10 ON SECOND READING On pages 3 and 5, amend Amendment 1 of Exhibit A Attachment to Ordinance 8201-10 as follows: Amend following Policy A.2.2.1 of Goal A.2 of the Plan on pages A-6-A-9 as follows: * * * * * Attachment number 3 Page 1 of 3 2 Mo t i o n t o A m e n d O r d i n a n c e N o . 8 2 0 1 - 1 0 O n S e c o n d R e a di n g PL A N C L A S S I F I C A T I O N PR I M A R Y U S E S P E R PL A N C A T E G O R Y MA X . D E N S I T Y / I N T E N S I T Y P E R P L A N CA T E G O R Y CO N S I S T E N T Z O N I N G D I S T R I C T S * * * * * * * * * * *T h e T r a n s i t O r i e n t e d D e v e l o p m e n t c a t e g o r i e s a r e a s si g n e d a m i n i m u m a n d m a x i m u m d w e l l i n g u n i t s p e r a c r e a n d f l o o r a r e a r a t i o ( FA R ) t h a t i n c l u d e s b o t h r e s i d e n t i a l a n d n o n - re s i d e n t i a l s q u a r e f o o t a g e . F A R s h a l l b e g r e a t e s t w i t h i n a c o r e o f a p p r o x i m a t el y 1 / 8 th m i l e f r o m t h e c e n t e r o f t h e t r a n s i t s t a t i o n a r e a a nd t r a n s i t i o n t o l o w e r i n t e n s i t i e s w i t h in c r e a s i n g d i s t a n c e f r o m t h e c e n t e r . * * * * * Tr a n s i t O r i e n t e d De v e l o p m e n t ( T O D ) Mi n i m u m a n d M a x i m u m D e n s i t y a n d I n t e n s i t y F A R ra n g e s ba s e d o n t r a n s i t s t a t i o n t y p e * Tr a n s i t S t a t i o n Ar e a T y p e I : U r b a n Ce n t e r D o w n t o w n Re s i d e n t i a l ; O f f i c e ; R e t a i l ; In s t i t u t i o n a l ; P u b l i c / S e m i - Pu b l i c 40 - 1 0 0 D w e l l i n g U n i t s P e r A c r e ; F A R 1 . 5 - 7 . 0 be t w e e n 1 / 8 m i l e r a d i u s o f t h e t r a n s i t s t a t i o n a n d th e st a t i o n a r e a b o u n d a r y ( n o l i m i t o n m a x i m u m F A R 1 . 5 - 10 . 0 w i t h i n 1 / 8 m i l e r a d i u s o f t h e t r a n s i t s t a t i o n ) Tr a n s i t O r i e n t e d D e v e l o p m e n t * * Tr a n s i t S t a t i o n Ar e a T y p e I I : Su b u r b a n C e n t e r Re s i d e n t i a l ; O f f i c e ; R e t a i l ; In s t i t u t i o n a l ; P u b l i c / S e m i - Pu b l i c 30 - 5 0 D w e l l i n g U n i t s P e r A c r e ; FA R 0 . 5 - 5 . 0 T r a n s i t O r i e n t e d D e v e l o p m e n t * * Tr a n s i t S t a t i o n Ar e a T y p e I I I : Ne i g h b o r h o o d Ce n t e r Re s i d e n t i a l ; O f f i c e ; R e t a i l ; In s t i t u t i o n a l ; P u b l i c / S e m i - Pu b l i c 10 - 3 0 D w e l l i n g U n i t s P e r A c r e ; FA R 0 . 5 - 3 . 0 T r a n s i t O r i e n t e d D e v e l o p m e n t * * Tr a n s i t S t a t i o n Ar e a T y p e I V : Co m p l e t e S t r e e t Co r r i d o r Re s i d e n t i a l ; O f f i c e ; R e t a i l ; In s t i t u t i o n a l ; P u b l i c / S e m i - Pu b l i c 10 - 3 0 D w e l l i n g U n i t s P e r A c r e ; FA R 0 . 5 - 2 . 0 T r a n s i t O r i e n t e d D e v e l o p m e n t * * Attachment number 3 Page 2 of 3 3 Motion to Amend Ordinance No. 8201-10 On Second Reading On pages 7-8, amend Amendment 2 of Exhibit A Attachment to Ordinance 8201-10 as follows: Add following Objective and Policies to Goal A.6 of the Plan on page A-21 as follows: * * * * * Policies * * * * * A.6.10.2 When the location of fixed-guideway transit stations and station typologies have been determined through the process described in A.6.10.1, the city will delineate station areas where transit oriented development will be directed an amendment to the Future Land Use Map will be processed by the City to delineate the transit station area and apply the appropriate Transit Oriented Development category pursuant Policy A.2.2.1 and adopt transit station area plans after consideration of input from a community involvement process. A station area will generally comprise the area within a ½ mile radius (easy walking distance) of the transit station. * * * * * A.6.10.6 An appropriate ratio of residential and non-residential land uses in the transit station area is critical to achieving a desirable jobs to housing balance. The following land use targets shall guide future development within transit station areas: a. Transit Station Area Type I: 20% Residential, 80% Nonresidential b. Transit Station Area Type II: 50% Residential, 50% Nonresidential c. Transit Station Area Type III: 80% Residential, 20% Nonresidential d. Transit Station Area Type IV: 60% Residential, 40% Nonresidential A.6.10.7 Where a transit station area coincides with the Coastal Storm Area, population densities are restricted to the maximum density allowed by the Future Land Use Map, except for specific areas identified in Beach by Design: A Preliminary Design for Clearwater Beach and Design Guidelines, in which case densities identified in Beach by Design shall govern. All densities in the coastal storm area and shall be consistent with the Pinellas County Comprehensive Emergency Management Plan and the Regional Hurricane Evacuation Study. A.6.10.68 Optimize the potential of transit oriented development to support transit investments and create livable and sustainable urban communities by adhering to the following guiding principles in the planning, design, and development of transit station area plans: * * * * * Attachment number 3 Page 3 of 3 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Undesignated Fund Balance in the Central Insurance Fund - Councilmember Jonson SUMMARY: The current Council Policy regarding Central Insurance Fund reserves is as follows: S. Central Insurance Reserve Policy. It is a policy of the City Council to maintain a Central Insurance Fund reserve to guard against unforeseen or uninsured costs or increases in property, workers’ compensation, health or liability insurance. The target minimum balance for this reserve is equal to 75% of the actuarially calculated self-insurance reserve liability. If reserves are drawn down below the above target minimum balance, the City will develop a plan to replenish the reserves, generally within five (5) years. Note: Policy S was revised and approved by Council September 20, 2007. As of September 30, 2009, this target minimum balance would be approximately $6 million dollars. The current balance of the Central Insurance Fund reserves is estimated to be approximately $28.2 million as of September 30, 2010 (prior to closing the books). After deducting the Council policy minimum reserve of $6 million, and the 8.5% of 2011 budget of $1.5 million (we have used the general fund reserve policy for internal service funds as well), and $4.4 million of loans to other funds, there is approximately $16.3 million in excess reserves at the current time. Staff believes that prior to reducing available reserves in the Central Insurance Fund, or designating reserves for specific purposes, Council should revisit the reserve policy due to the following factors: 1. We currently insure our property for significantly less than our Total Insured Value. The City has $580 million in assets, including approximately $48 million in fleet assets. Until 2006, the City insured for its Total Insured Value which, at that time, was $409 million. Since 2006, coverage has been less than its Total Insured Value. Currently, the City has only $35 million of coverage on property. A more detailed description of the City's insurance programs and associated risks is available for review. 2. We live in an area that is subject to significant weather events, which would put a drain on operating budgets due to the overtime required to recover from such weather events or other emergencies. 3. Health insurance costs are continuing to rise, which could make self-insuring employee health insurance a fiscally responsible thing to do in the near future. If the City were to self-insure employee health insurance, reserves would need to be established for the health insurance. 4. The City frequently has projects that it would like to start, prior to appropriate funds being available. In addition, some projects that will result in future operating savings need a funding source. The ability to use or loan funds from the Central Insurance Fund has provided flexibility to the Council. Accounting rules governing reserves do not allow formal designations of reserves on the face of our financial statement for proprietary funds (like the Central Insurance Fund). Council can designate reserves as part of their policy, but it cannot be reported on the face of the financial statements. Review Approval: 1) Financial Services 2) Office of Management and Budget 3) Clerk 4) Assistant City Manager 5) Clerk 6) City Manager 7) Clerk Cover Memo Summary of Limits of Insurance Central Insurance Fund Reserve Discussion Auto Liability and Commercial General Liability Insurance. The City’s program is an excess program. The City maintains a self-insured retention of $500K on each occurrence submitted to the City. FS 768.28 applies to Florida torts and a cap of $100K per claim/$200K aggregate would apply. There is no such cap for Federal claims, including civil rights claims. The policy limits are $7M to a calendar year limit of $14M. The City’s reserves would be used to pay claims lower than the $500K self-insured retention and higher than the insurance limits. As of 9/28/10, the City had 172 open liability claims. It spent $703K during fiscal year 2010 in response to liability claims and has reserved an additional $769K to for the open claims currently on file. The City’s claims history has been excellent, and no liability claims to date have passed the $500K self-insured retention. The legislature appears to remain quite conservative and approves only a handful of claims bill claims each year. However, the City operates in many diverse functions and high risk activities, and the City has significant exposure for claims and subsequent potential claims bills. The October 1, 2011, increase in the sovereign immunity cap will not only increase the cap but also lead to higher settlements below the cap. Currently, many claims come in with an initial demand of $100K (the current cap). Claims often settle between $15K and $50K. After October 1, 2011, the initial demand is anticipated to be $200K (the new cap). Coverage is quite broad, but there are some exposures where there is no coverage. Workers’ Compensation Insurance. The City’s workers’ compensation program is part of the liability program stated above. The City maintains a self-insured retention of $500K, and there is only the statutory limit on workers’ compensation claims. As long as the City is required to pay on the claim, coverage will be provided. The City’s reserves will be used to pay claims lower than the $500K self-insured retention. The City’s claims history has been excellent, and only a handful of claims have payments greater than $500K. Five workers’ compensation claims have surpassed that amount to date. All five claims are still open and continuing to incur costs. An additional four claims are expected to exceed $500,000 during the course of the claim. Police and Fire presumption claims are the types of claims that can very easily exceed the City’s self-insured retention. Therefore, the vast majority of our claims are paid out at amounts much lower than $500,000. The City has had less than 200 workers’ compensation claims for four of the last five years. It has paid $1.3M to date (9/27/2010) for workers’ compensation claims. Risk has reserved an additional $7.8M for the 454 open workers’ compensation claims (9/27/2010). Additionally, Attachment number 1 Page 1 of 3 Risk Management estimates that no more than $400,000 shall be set aside for claims paid each year by our former third party administrator for a handful of run-off claims. It is doubtful that the $400,000 would be paid in a given year, but this amount provides for potential settlements of the 20 or so claims still handled by the third party administrator. Actuarial reports are prepared based, in part, on these individual reserves prepared by Risk Management. Specialty Coverage. The City procures crime, storage tank liability, specific flood, EMS, Marina Operators Liability, and fire boat policies, all have varying deductibles, renewal periods and limits. Property Insurance. The City has $580M in assets, including approximately $48M in Fleet Assets. Until 2006, the City insured for its Total Insured Value which, at that time, was $409M. Since 2006, coverage has been less than its Total Insured Value. Currently, the City has $35M of property limits. As actuaries predict future losses based on prior losses, they cannot put a number of the amount needed to reserve in the event of catastrophic events. They determine loss patterns based on exposures (# of automobiles, worker payroll, etc.) and “assume historical loss development patterns and insurance industry loss development patterns are predictive of future patterns. [We] have not anticipated any extraordinary changes in the legal, social or economic environment that might affect the ultimate cost of claims.” (AMI Risk Consultants 9/30/09 Self-Insurance Program Actuarial Review). Modeling agencies also have difficulty in coming up with adequate numbers. For “100 year storms” the City’s most recent modeling showed costs of $16M with one company and $37M with another company, both using the same detailed Statement of Property values. A “250 year storm” showed costs of $42M and $67M respectively. It is staff’s opinion that property loss is the biggest threat to our insurance reserves. In recent years, our SIR has improved, from a $500K SIR for all but Named Storms, to $300K SIR for all but Named Storms, and $100K SIR for all but Named Storms effective April 1, 2010. There is still a 5% or $500K SIR (whichever is greater) for Named Storms. In the event of a Named Storm, the $35M Limit of Coverage will most likely be insufficient to pay the cost of all damage. Limitations to Property Insurance • There is no property coverage for most City-owned storage tanks (contents and clean-up coverage available on some tanks, but not for cost of tanks), • Most of our vehicles are covered at actual cash value, not replacement value. • The majority of our vehicles are lease purchased and the City is responsible for repaying the bank the outstanding balance of the amount owed on the vehicle. • Underground property, including all piping, is not covered. Attachment number 1 Page 2 of 3 • Mold/Fungus is excluded. • There is no coverage for damages caused by computer data issues, software and, programming losses • There is no coverage for street signs or damage to infrastructure. (However, this year coverage for the ‘aboveground’ portions of many of our lift stations was added to the program.) • The program has limited coverage for ‘extra expense’. Overtime costs and equipment costs would be a large expense if we had a large weather event or other disaster. • There is no terrorism coverage • There is no coverage for land values, soil, plants, trees; shrubs and cost of excavations, filling, backfilling and grading. Attachment number 1 Page 3 of 3 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Model Resolution for Local Governments - Councilmember Doran SUMMARY: Review Approval:1) Clerk Cover Memo Attachment number 1 Page 1 of 4 Attachment number 1 Page 2 of 4 Attachment number 1 Page 3 of 4 Attachment number 1 Page 4 of 4 RESOLUTION OF THE CITY OF ________ IN SUPPORT OF THE RECOMMENDATIONS OF THE JOINT LAND USE AND TRANSPORTATION COMMITTEE, INCLUDING AMENDMENT TO THE PINELLAS PLANNING COUNCIL’S SPECIAL ACT WHEREAS, a Joint Land Use and Transportation Committee (“Joint Committee”), consisting of three (3) representatives from the Pinellas Planning Council (“PPC”), three (3) representatives from the Board of County Commissioners (“BCC”), and three (3) representatives from the Metropolitan Planning Organization (“MPO”) was convened in April of 2010 to study the potential for integrating of transportation and future land use planning at the countywide level; and WHEREAS, the Joint Committee deliberated for several months, reaching its conclusions in a consensus driven manner; and WHEREAS, the Joint Committee has recommended that the MPO and PPC functions be more closely aligned on transportation and land use issues to create a more streamlined and integrated process, which should identify and eliminate any redundancies, disconnects, or inefficiencies in the current system; and WHEREAS, the Joint Committee recommended that this integrated process include a new Countywide Future Land Use Plan, which establishes a broad, forward- looking land use planning framework, incorporates and guides multimodal transportation planning, and allows sufficient flexibility to accommodate the redevelopment needs of Pinellas County; and WHEREAS, the Joint Committee determined that the most effective way to achieve these goals would be to unify the membership of the boards of the MPO and the PPC into a single consolidated board that would be empowered to carry out the functions of both the MPO and PPC; and WHEREAS, the establishment of the new consolidated board will require reapportionment of the MPO membership, which must be done in conformance with Section 339.175, Florida Statutes; and WHEREAS, the establishment of the new consolidated board will require amendment of the PPC’s Special Act. NOW THEREFORE, be it resolved by the City Council of the City of ________: The City hereby declares its support for the recommendations of the Joint Committee, including: 1. The boards of the MPO and the PPC should be consolidated and empowered to carry out the functions of both the MPO and the PPC; Attachment number 2 Page 1 of 2 2. The new consolidated board should consist of elected officials and ensure representation for all municipalities; 3. The countywide plan should be reconstituted into a forward-looking plan that is policy driven and broad based; 4. The new consolidated board will be supported by a consolidated, independent staff; 5. The Special Act that created the PPC should be amended to provide the necessary framework to accomplish these recommendations; and 6. The Reapportionment Plan be prepared and approved consistent with these amendments to the Special Act and these recommendations. The City encourages the Pinellas County Legislative Delegation to support the legislation necessary to accomplish the recommendations of the Joint Committee, as set forth herein. This Resolution offered and adopted at the ____________ meeting of the City of _________ as hereinafter set forth: Councilmember _____________________ offered the foregoing Resolution which was seconded by Councilmember ______________________ and the vote was: AYES: NAYS: ABSENT AND NOT VOTING: H:\USERS\ATYKB11\WPdocs\JWC\RESOLUTIONS\Model Resolution for Local govts to pass.doc Attachment number 2 Page 2 of 2 TO: Members of the Joint Land Use/Transportation Committee FROM Karen Williams Seel, Commission Chair SUBJECT: Joint Land Use/Transportation Committee Conclusions and Recommendations DATE: October 10, 2010 Thank you for your participation in what I believe has been an extremely productive dialogue regarding the future of transportation and land use planning in Pinellas County. As our discussions over the past six months have demonstrated, transportation and land use planning do not exist independently, but have a relationship in which each influences the other. Given this natural relationship and the transit initiatives that are underway in Pinellas County, this dialog could not have come at a better time. Although the last six months have produced meaningful debates and a workable plan for our future here in Pinellas County, our work has only just begun. Attached you will find several documents in follow up to the Committee’s October 4, 2010 meeting. Specifically, you will find: 1. The Resolution that was passed by the Joint Committee setting forth its conclusions and recommendations. 2. A model resolution for the county’s local governments to consider passing in support of the Committee’s recommendations, including revisions to the PPC’s Special Act, which will be necessary to effectuate many of the recommendations. 3. A model resolution supporting the MPO’s reapportionment plan, which is necessary to add two members to the MPO to provide for greater representation of the county’s local government. 4. A draft of the PPC’s Special Act in both strike and underline and the clean version. It is my sincere hope that each of the municipalities within Pinellas County will adopt the model resolution requesting the Pinellas County Legislative Delegation adopt the PPC’s amended Special Act. As the Committee has met over these past six months, it has reached its conclusions in a very consensus-oriented manner and I believe it to be essential to the continued success of this initiative that the local governments within Pinellas County approach the Legislative Delegation in the same consensus-driven manner. As such, I am requesting that each of the cities adopt the model resolution, or a variation thereof. Please return executed resolutions by November 10, 2010 so that we may pass them along to the Legislative Delegation, which meets on November 22, 2010. If you believe it would be helpful to your local government’s consideration of this resolution, I will be happy to personally appear at a council meeting and present the Committee’s conclusions and recommendations. Attachment number 3 Page 1 of 2 I also encourage you to pass along the PPC’s draft revised Special Act to the appropriate staff within your local government. Any comments your staff may have can be directed to Jewel White Cole with the Pinellas County Attorney’s Office. Jewel can be reached at email at jcole@pinellascounty.org or at 464-3354. Again, thank you for your interest in the future of Pinellas County. H:\USERS\ATYKB11\WPdocs\JWC\PPC\October memo from Commissioner Seel.doc Attachment number 3 Page 2 of 2 RESOLUTION NO. A RESOLUTION OF THE (insert name of local government or PSTA) APPROVING A MEMBERSHIP REAPPORTIONMENT PLAN FOR THE PINELLAS COUNTY METROPOLITAN PLANNING ORGANIZATION, AND PROVIDING AN EFFECTIVE DATE WHEREAS, the Pinellas County Metropolitan Planning Organization (MPO) was created and established by an Interlocal Agreement in August 1977 to perform transportation functions identified in Federal Laws Title 23 U.S.C. and 49 U.S.C.; and WHEREAS, the State Legislature enacted Florida Statutes 334.215 to define the Metropolitan Planning Organizations under State law; and WHEREAS, the referenced Interlocal Agreement was last amended in 2004 pursuant to the provisions of Chapter 339.175(2)(b); and WHEREAS, Florida Statutes 339.175(3) provides that the voting membership of the MPO shall consist of not fewer than 5 or more than 19 apportioned members, the exact number to be determined on an equitable geographic-population ratio basis by the Governor, based on agreement among the affected units of general purpose local government as required by federal rules and regulations; and WHEREAS, the Pinellas County MPO is currently comprised of 11 members one each from the cities of Clearwater, Largo, Pinellas Park and Dunedin, two from the city of St. Petersburg, a rotated seat shared by the cities of Oldsmar, Safety Harbor and Tarpon Springs, three County Commissioners and one from the Pinellas Suncoast Transit Authority; and WHEREAS, the Pinellas County MPO desires to reapportion the board membership to provide representation for all local governments in the County; and WHEREAS, the Pinellas County MPO has approved a Membership Reapportionment Plan which provides for the addition of two members, one representing the cities of Belleair, Belleair Bluffs, Gulfport, Kenneth City, Seminole and South Pasadena and another representing the cities of Belleair Beach, Belleair Shore, Indian Rocks Beach, Indian Shores, Madeira Beach, North Redington Beach, Redington Beach, Redington Shores, St. Pete Beach and Treasure Island, bringing the total voting membership to 13. NOW THEREFORE, be it resolved by the (name of local government or PSTA) that: 1. The (local government or PSTA) hereby approves the MPO Membership Reapportionment Plan and agrees to be a member in conformance with the Plan and Statutory requirements. Attachment number 4 Page 1 of 2 2. This Resolution shall become effective immediately upon passage and adoption. The Joint Committee encourages the local governments within Pinellas County to support its conclusions and recommendations and further, encourages the Pinellas County Legislative Delegation to support the legislation necessary to accomplish the recommendations of the Joint Committee, as set forth herein. This Resolution offered and adopted at the ____________ meeting of the Joint Committee as hereinafter set forth: Commissioner _____________________ offered the foregoing Resolution which was seconded by Councilmember ______________________ and the vote was: AYES: NAYS: ABSENT AND NOT VOTING: Attachment number 4 Page 2 of 2 A SPECIAL ACT ESTABLISHING THE PINELLAS PLANNING COUNCIL AND COUNTYWIDE PLANNING AUTHORITY FOR PINELLAS COUNTY, FLORIDA This document consolidates Chapter 73-594, Laws of Florida, as amended by Chapters 74- 584, 74-586, 76-473, 88-464, and 90-396, Laws of Florida. See also Chapter 88-458, Laws of Florida, amending Article II, Home Rule Charter for Pinellas County. This is an unofficial compilation of these statutory provisions and is intended only to conveniently locate the cumulative amended provisions in one, easily discernible document. The individual statutory provisions should be referenced and cited for any official citation. Attachment number 5 Page 1 of 11 SECTION 1. COUNTY PLANNING COUNCIL CREATED.–-there is hereby created a countywide planning and coordinating council to be known as the “Pinellas Planning Council”, hereinafter referred to as the “council”. SECTION 2. PURPOSE OF COUNCIL; LEGISLATIVE INTENT; (1) The legislature recognizes the social and economic interdependence of the people residing within Pinellas County and the common interest they share in its future development. The legislature also recognizes that individual plans and decisions heretofore made by local governments within the county have affected the welfare of the entire county as well as neighboring jurisdictions and, therefore, the legislature intends that the purpose of this act is to provide a means for: (a) The formulation and execution by the council of the objectives and policies necessary for the orderly growth, development and environmental protection of Pinellas County as a whole, with a focus on those issues deemed to have an impact countywide. (b) The coordination by the council of all planning and development in Pinellas County with regional planning objectives in the Tampa Bay area as developed by the Tampa Bay Regional Planning Council, the Tampa Bay Area Regional Transportation Authority (“TBARTA”), the Pinellas Suncoast Transit Authority (“PSTA”), the Pinellas County Metropolitan Planning Organization (“MPO”) , and the Florida Department of Community Affairs. (2) The legislature further recognizes that the future of Pinellas County, its permanent residents and the millions of tourists who annually visit the county is dependent upon the way the natural and man-made resources of land, air and water are guided into use and re- use through transportation systems, urban development and redevelopment, and all other comprehensive planning activities. (3) The legislature further intends the purpose of this act is to provide a means for the coordination by the council of the transportation planning functions undertaken by the MPO with the council’s land use planning functions in a manner that more fully integrates these two functions in a complementary manner, as well as the integration of the membership of the boards of the council and MPO, such that a single, combined board shall perform the functions of both the council and the MPO. SECTION 3. DEFINITIONS.– As used in this act, the term: (a) “Local government” means Pinellas County or any municipality within the county. 2 Attachment number 5 Page 2 of 11 (b) “Countywide plan” means materials in such descriptive form, written or graphic, as may be appropriate to the prescription of principles, guidelines, and standards for the orderly and balanced future economic, social, physical, environmental, and fiscal development of Pinellas County. The countywide plan shall include those elements enumerated in subsection (7) of Section 6 of this act. (c) “Countywide planning authority” means the board of county commissioners, acting in its capacity as the countywide planning authority through the exercise of its power under Section 2.04(s) of the Pinellas County Charter. (d) “Countywide plan map” means a future land use map which designates proposed general distribution, location, and extent of the uses of land. (e) “Countywide rules” means those rules, standards, policies, and objectives that will implement the countywide future land use plan, as provided for in Subsection (8) of Section 6 of this act. The countywide rules may also be referred to herein as the rules. (f) “Land development regulation” means an ordinance enacted by a local government for the regulation of any aspect of development and includes any local government zoning, rezoning, subdivision, or building construction regulation or any other regulation controlling the development of land. SECTION 4. MEMBERSHIP OF COUNCIL; TERMS OF OFFICE; VACANCIES, ETC.- The council shall be composed of the voting membership of the Pinellas County Metropolitan Planning Organization. SECTION 5. OFFICERS; MEETINGS; RECORDS; QUORUM; EXPENSES-- (1) The council shall elect one of its members as chairman, one of its members as vice chairman, one of its members as treasurer and one of its members as secretary, each of whom shall serve for the year or until a successor is elected. No person elected chairman shall serve more than two consecutive years in that capacity. (2) The council may meet at least once each month, at such place and at such other times, in special session, as the council, by a majority vote, shall determine, and at any other time at the call of the chairman. The council shall adopt operating procedures for the transaction of business and keep a record of its transactions, resolutions, findings, determinations, recommendations and orders, which record shall be a public record. (3) At all meetings of the council, a quorum shall consist of a simple majority of the full membership. No official business of the council may be transacted unless a quorum is 3 Attachment number 5 Page 3 of 11 present. No vacancy in the council shall impair the right of a quorum of the council to exercise all the rights and perform all the duties of the council. Except as otherwise provided in this act, all actions of the council shall be a majority vote of those members present. (4) Members of the council shall be entitled to receive from the council their traveling and other necessary expenses incurred in connection with the business of the council, as provided by law, but they shall draw no salaries or other compensation. SECTION 6. POWER AND DUTIES.--In the performance of its duties and in the execution of its functions under this act, the council has and shall exercise the following powers and duties: (1) To maintain a permanent office at the place or places within Pinellas County as it may designate. Additional sub-offices may be maintained at such place or places within Pinellas County as it may designate. (2) To employ and to compensate such personnel, consultants, and technical and professional assistants as it may deem necessary. (3) To make and enter into contracts and agreements. (4) To hold public hearings and sponsor public forums. (5) To sue and to be sued in its own name. (6) To accept and expend funds and grants from and accept and use services from: (a) The federal government or any agency thereof; (b) The state government or any agency thereof; (c) The county government or any agency thereof, including the district school board; (d) The several municipalities in Pinellas County or agencies thereof; (e) The Tampa Bay Regional Planning Council; and (f) Civic groups, non-profit agencies, etc. (7) To develop for countywide planning authority approval a countywide plan which shall include: (a) A countywide plan map, as defined herein; 4 Attachment number 5 Page 4 of 11 (b) A countywide future land use element, which is supportive of a countywide managed growth perspective; (c) A countywide transportation element, which is supportive of mass transit and other transportation facilities and that recognizes the responsibilities of the metropolitan planning organization as defined by law and joint agreement; (d) A countywide intergovernmental coordination element, which is supportive of enhanced integration of local government land use and transportation planning; and (e) Any other elements determined by the council or countywide planning authority to be necessary to establish effective countywide planning. (8) To develop rules, standards, and criteria that will implement the countywide plan map. The rules, standards and criteria shall establish parameters that will be used to determine whether or not local governments' comprehensive plans and land development regulations are consistent with the countywide plan map and rules. Each land use category shall, at a minimum, be defined in terms of the types of uses included and specific standards for the density or intensity of use. (9) To coordinate countywide growth management issues and procedures consistent with this act. (10) To review each element of the countywide plan with the local governments, in order to assure coordination with local goals and policies and to identify specific countywide growth management problem areas and to determine progress towards solutions to identified problems. (11) When processing amendments to the countywide plan map, to consider the elements of the countywide plan and the countywide rules. (12) To conduct a strategic planning session with the countywide planning authority on an annual basis, or at such other intervals as the council and countywide planning authority shall agree upon. SECTION 7. COUNTYWIDE STAFF-- (1) Pursuant to subsection (2) of section 6 of this act the council shall appoint an independent executive director, who shall serve at the pleasure of the council. The executive director may employ such other staff as may be needed and shall have the sole authority to manage the activities of the planning staff. Nothing herein shall prevent the executive director and the planning staff from being classified or exempt employees of the Pinellas County Unified Personnel System. (2) Directors of individual local government planning departments, or their designee, shall become members of a Planners Advisory Committee. Said committee may, at the 5 Attachment number 5 Page 5 of 11 direction of the council, perform a professional planning review of the council planning staff recommendations of plans that are to be acted upon by the council. The planners advisory committee may also include a representative from the planning departments maintained by the school board, the PSTA and other agencies as the council may determine appropriate. In addition to the Planners Advisory Committee, the council may appoint such other committees as it deems necessary, which may be comprised or either elected or non- elected officials. The committees provided for herein may perform such other duties as assigned by the council but may not be involved in the administration or executive functions of the council. (3) The staff, as recognized herein, shall prepare all plans or other documents that the council may direct under the provisions of this act and shall assist any committee and the executive director in day-to-day activities. Said staff shall be governed by such operating procedures as may from time to time be set forth by the council. SECTION 8. BUDGET, FISCAL YEAR, APPROPRIATIONS, CONTRIBUTIONS, ETC.; ANNUAL AUDITS AND REPORTS.-- (1) The executive director of the council shall annually prepare the budget of the council. Said budget shall be kept within the limit of funds annually available to the council, and each item in the budget shall be fully explained. The council shall approve and adopt the annual millage rate and budget, and all deliberations on the millage rate and budget by the council shall be done at meetings open to the public. The fiscal year of the council shall be the same as the board of county commissioners of Pinellas County. Notwithstanding the above, the board of county commissioners of Pinellas County shall have the right to review the millage rate and budget, raising or reducing either as it deems necessary. In its review of the millage rate and budget, the board of county commissioners shall ensure that the council is funded, at a minimum, at a level that supports the council powers and duties set forth in Section 6. (2) The tax collector of Pinellas County shall remit directly to the council from the total taxes collected from the millage certified by the board of county commissioners of Pinellas County for county purposes, an amount equal to the annual budget but not to exceed one- sixth (1/6) of a mill on each dollar of the assessed valuation of taxable property made annually by the property appraiser of Pinellas County. The funds collected pursuant to this subsection shall only be expended for council purposes. (3) The council shall cause an independent audit to be performed, to be paid for by the council. The council shall also prepare an annual report on its activities as a whole. SECTION 9. COUNTYWIDE PLANNING AUTHORITY OF THE BOARD OF COUNTY COMMISSIONERS.-- The countywide planning authority of the Pinellas County Board of County Commissioners is limited to the authority provided for in the county charter and as provided herein. SECTION 10. COUNTYWIDE PLAN-- 6 Attachment number 5 Page 6 of 11 (1) ADOPTION, REPEAL OR REPLACEMENT.-- (a) The recommendation to adopt, repeal, or replace the countywide plan or rules, or the adoption of operating procedures as provided in this act shall be by an affirmative vote of the majority of the entire council. Any recommendation to amend the countywide plan or rules or any operating procedures shall be by an affirmative vote of a majority of the members present and constituting a quorum. (b) The countywide planning authority shall adopt, repeal, or replace the countywide plan or rules, as recommended by the council, by a majority vote of the entire board. A majority of the members present and constituting a quorum of the countywide planning authority is required to make any amendment to the countywide plan or rules, as recommended for adoption by the council. (c) Upon adoption by the countywide planning authority, the countywide plan and rules will have the full force and effect of law countywide. All local governments’ comprehensive plans and land development regulations shall be consistent with the countywide plan. The countywide planning authority shall have the authority to enforce the countywide plan. (2) CONSISTENCY REVIEW.— (a) As of the effective date of this act, it is hereby acknowledged that the council has recently reviewed each local government’s plan for consistency with the countywide plan map and rules and determined each such plan to be consistent with the countywide plan mapand rules, or has outlined the actions necessary to establish such consistency. After a new countywide plan and rules that conform to the intent of this act are adopted, it is specifically intended that the local governments’ individual plans be made to conform to the new countywide plan map and rules in concert with the schedule for the amendments based upon the Evaluation and Appraisal Report (EAR), as required for local plans under Ch. 163, Fla. Stat., so long as such EAR- based amendments occur no sooner than two years after the revised countywide plan and rules are adopted. (b) Local governments’ future land use plans shall be considered to be consistent with the countywide future land use plan and rules if the local governments’ future land use categories provide for: maximum densities and intensities that are equal to or lesser than the maximum densities and intensities provided by the corresponding countywide future land use plan categories; minimum densities and intensities that are equal to or greater than the minimum densities and intensities provided by the corresponding countywide future land use plan categories, if applicable; and the same permitted uses, or a subset thereof, as enumerated in the corresponding countywide future land use plan categories. Whether the local government’s future land use categories are compatible with the countywide future land use plan shall also be considered in determining consistency. The term “compatible” means that 7 Attachment number 5 Page 7 of 11 the uses allowed by the local government’s plan are not in conflict with the countywide plan. If a local government’s future land use plan has been determined to be consistent with the countywide future land use plan, the local plan shall regulate development for the subject property as to the use of the property. However, a local future land use plan or subject property is not exempt from such other standards, rules, or procedures of the countywide plan as are applicable. (3) COUNTYWIDE PLAN MAP AMENDMENTS.-- (a) Amendments to the adopted countywide future land use plan relating to a land use designation for a particular parcel of property may be initiated by the local government that has jurisdiction over the subject property. Amendments to any standard, policy, or objective of the countywide plan or rules may be initiated by the council or any local government. (b) Amendments to the countywide plan map may be initiated by the council only under those circumstances set forth in this subsection. In order to implement a new countywide plan that conforms to the intent of this act, the council may initiate an amendment to the countywide plan map in order to place any new plan map categories designated under a new countywide plan on particular parcels of property, as applicable. Additionally, the council may initiate amendments to the countywide plan map in order to effectuate significant countywide planning initiatives that impact more than one jurisdiction, and are future oriented and policy-driven. (c) The council shall have sixty days after the day an application is filed with the council to act on that amendment and forward the recommendation to the countywide planning authority. Action by the council may include recommendation for approval, denial, continuation, or an alternative compromise amendment, any of which shall constitute action by the council within the stipulated sixty-day period. Provision for the council to make a recommendation for an alternative compromise amendment shall be as approved and set forth in the rules. (d) All amendments initiated by a local government or the council shall be transmitted to the countywide planning authority with a recommendation by the council. A majority plus one of the entire countywide planning authority is required to take any action on the proposed amendment which is contrary to the council’s recommendation. A recommendation shall be received by the countywide planning authority prior to its taking action on an amendment. (e) After a public hearing is held, if the countywide planning authority votes to deny the amendment, any substantially affected person, the council, or the local government that initiated the plan amendment may seek a hearing pursuant to chapter 120, Florida Statutes. Any substantially affected person may participate in the hearing. At the conclusion of the hearing, the hearing officer’s recommended order shall be forwarded to and considered by the countywide planning authority in a 8 Attachment number 5 Page 8 of 11 final hearing. The basis for the countywide planning authority’s final decision approving or denying the proposed amendment is limited to the findings of fact of the hearing officer. This paragraph shall only apply to any amendments to the countywide plan map. (f) The council may contract with the Department of Administration to provide the hearing officers required by this act. The council shall be responsible for compensating the Department of Administration for costs incurred by the department in the hearing process. Except as provided in paragraph (d), the council and the countywide planning authority are not subject to chapter 120, Florida Statutes. (g) An administrative hearing under paragraph (d) is limited to a review of the facts pertaining to the subject property, the countywide future land use plan, and those rules, standards, policies, and procedures applicable thereto. An administrative hearing is not the appropriate forum for a constitutional challenge. (h) Decisions by the countywide planning authority, acting in its capacity under this act, are legislative in nature. Decisions made by the countywide planning authority subsequent to a final order pursuant to a hearing under paragraph (d) may be challenged by writ of certiorari in a court of competent jurisdiction. SECTION 11. PUBLIC HEARING AND NOTICE REQUIREMENTS. (1) PUBLIC HEARING BEFORE THE COUNCIL. The council shall hold at least one public hearing to consider recommending adoption or amendment of the countywide plan or rules. More than one public hearing may be required at the discretion of the council. The location of public hearings shall be determined by the council. (2) PUBLIC HEARING BEFORE THE COUNTYWIDE PLANNING AUTHORITY. An ordinance adopted by the countywide planning authority which adopts or amends the provisions of the countywide plan or rules shall be enacted or amended pursuant to the following procedure: (a) For an amendment to the adopted countywide plan map relating to property involving less than one percent of the county, the countywide planning agency shall hold a public hearing on the proposed ordinance. (b) For an adoption of or amendment to the elements of the countywide plan, the countywide rules, or an amendment to the adopted countywide plan map relating to a land use designation for property involving more than or equal to one percent of the county, or for an adoption of or any amendment to the countywide plan map initiated by the council, the countywide planning authority shall hold two advertised public hearings on the proposed ordinance. At least one of the hearings shall be held after 5 p.m. on a weekday and the second hearing shall be held approximately two weeks after the first hearing. 9 Attachment number 5 Page 9 of 11 (3) FORM OF NOTICE (a) At least two weeks prior to any public hearing required herein, notice of the time and place of such public hearing shall be given by publication in a newspaper of general circulation in the county. Nothing in this section shall prevent the required advertisement from serving as notice for both the council and countywide planning agency public hearings. However, where a second public hearing is required before the countywide planning authority, a second advertisement shall be published in a newspaper of general circulation at least five days prior to the second public hearing. (b). The required advertisement may not be less than two columns wide by ten inches long in a standard size or a tabloid size newspaper. The advertisement may not be placed in that portion of the newspaper where legal notices and classified advertisements appear. The advertisement must be published in a newspaper of general paid circulation in the county and of general interest and readership in the community pursuant to chapter 50, Florida Statutes, not one of limited subject matter. The advertisement shall be in substantially the following form: NOTICE OF … (adoption or amendment) … OF COUNTYWIDE PLAN OR RULES The Pinellas Planning Council and the Board of County Commissioners, acting as the Countywide Planning Authority, propose(s) to adopt or change a regulation affecting the use of land for the area shown in the map in this advertisement. A public hearing on the regulation affecting the use of land will be held on … (date and time) … at … (meeting place) … The advertisement shall also contain a geographic location map which clearly indicates the area covered by the proposed ordinance or resolution. The map shall include major street names as a means of identification of the area. (c) For amendments to the countywide plan map that were not initiated at the local level by the owner of the property that is the subject of the amendment, the council shall mail a notice to the real property owner at the address set forth in the latest ad valorem tax records. Such notice shall, at a minimum, include the time and place of any required hearings before the council and the countywide planning authority. (d) In addition to publishing the advertisements set out in this paragraph, the countywide planning authority may mail a notice to each person owning real property within the area covered by the ordinance. Such notice must clearly explain the 10 Attachment number 5 Page 10 of 11 proposed ordinance and shall notify the person of the time, place, and location of any public hearing(s) on the proposed ordinance. SECTION 12. CONTRACTUAL SERVICES.--The council and local governments shall have the authority to contract with one another, with the Tampa Bay Regional Planning Council, or with the Department of Community Affairs for the furnishing of such services and assistance as may be necessary or proper under (the furnishing of such services and assistance as may be necessary or proper under) the provisions of this act. The council may make available any plan, code, or regulation to any other county federal agency, planning agency, or municipality upon such terms as may be mutually agreed upon. SECTION 13. SEVERABILITY.--It is declared to be the intent of the legislature that, if any section, subsection, sentence, clause or provision of this act is held invalid by any court of competent jurisdiction, the remainder of the act shall not be affected. SECTION 14. CHAPTER 163, PART II, FLORIDA STATUTES.--Nothing in Chapter 73- 594, as amended, shall be construed to allow any municipality or county to adopt a local government comprehensive plan required by Chapter 163, Part II, Florida Statutes or any amendment to such plan, that does not comply with Chapter 163, Part II, or any applicable rule or regulation adopted by the Department of Community Affairs to implement Chapter 163, Part II. In addition, nothing in Chapter 73-594, as amended, shall be construed to allow any development order, as defined in s. 163.3164, to be issued by the county or any municipality in the county that is not consistent with the plans adopted pursuant to Chapter 163, Part II, and any applicable rule or regulation adopted by the Florida Department of Community Affairs to implement Chapter 163, Part II. SECTION 15. EFFECTIVE DATE.-- 11 Attachment number 5 Page 11 of 11 Attachment number 6 Page 1 of 17 Attachment number 6 Page 2 of 17 Attachment number 6 Page 3 of 17 Attachment number 6 Page 4 of 17 Attachment number 6 Page 5 of 17 Attachment number 6 Page 6 of 17 Attachment number 6 Page 7 of 17 Attachment number 6 Page 8 of 17 Attachment number 6 Page 9 of 17 Attachment number 6 Page 10 of 17 Attachment number 6 Page 11 of 17 Attachment number 6 Page 12 of 17 Attachment number 6 Page 13 of 17 Attachment number 6 Page 14 of 17 Attachment number 6 Page 15 of 17 Attachment number 6 Page 16 of 17 Attachment number 6 Page 17 of 17 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Approve a one-time grant to the Clearwater Marine Aquarium in the amount of $750,000 to be applied to the purchase of property adjacent to the aquarium and authorize modification of the restrictive covenant governing a portion of the property located at 249 Windward Passage to allow CMA to mortgage the portion of property subject to the City reverter, in an amount not to exceed $1,500,000. SUMMARY: The City has received a request from the Clearwater Marine Aquarium (CMA) for a one-time grant in the amount of $750,000 to be applied to the purchase of certain real property located adjacent to the CMA properties at 249 Windward Passage. The requested grant will be applied as a match to a $750,000 grant from the Jacobson Foundation towards the property purchase. The initial use of the property proposed for purchase is for surface parking. In addition to the requested cash grant, the CMA is requesting the City modify the restrictive covenant governing the property originally deeded by the City to increase the mortgage lien amount from the existing $600,000 limit to $1.5 million. In addition to the requested modification, staff recommends modifying the language of the covenant to clarify its application. If Council is supportive of the subject requests, staff recommends the cash grant be funded from General Fund Reserves with the appropriate budget amendment to follow at 1st Quarter. Type:Operating Expenditure Current Year Budget?:No Budget Adjustment:Yes Budget Adjustment Comments: Cash grant would be funded from General Fund Reserves with the appropriate budget amendment to follow at 1st quarter. Current Year Cost:$750,000 Annual Operating Cost: Not to Exceed:Total Cost:$750,000 For Fiscal Year: to Appropriation Code Amount Appropriation Comment 010-07000 $750,000 Review Approval:1) Legal 2) Clerk Cover Memo Attachment number 1 Page 1 of 2 Attachment number 1 Page 2 of 2 Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: City Manager Evaluation SUMMARY: Review Approval:1) Clerk Cover Memo Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: City Attorney Evaluation SUMMARY: Review Approval:1) Clerk Cover Memo Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Presentation of the Key to the City by Mayor Hibbard to Mr. William Kahn SUMMARY: Review Approval:1) Clerk Cover Memo Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: 2010 National Community Planning Month Proclamation SUMMARY: Review Approval:1) Clerk Cover Memo Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Sister Cities Summer Trip to Nagano SUMMARY: Review Approval:1) Clerk Cover Memo Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Introduction of Mr. Kenzo Kawashima, visiting Nagano teacher SUMMARY: Review Approval:1) Clerk Cover Memo Work Session Council Chambers - City Hall Meeting Date:10/18/2010 SUBJECT / RECOMMENDATION: Offshore Boat Race Presentation SUMMARY: Review Approval:1) Clerk Cover Memo