07/17/2023Monday, July 17, 2023
1:30 PM
City of Clearwater
Main Library - Council Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
Main Library - Council Chambers
Council Work Session
Work Session Agenda
July 17, 2023Council Work Session Work Session Agenda
1. Call to Order
2. Office of Management and Budget
Adopt a tentative millage rate of 5.8850 mills for fiscal year 2023/24; set
public hearing dates on the budget for September 6, 2023 and September
21, 2023, to be held no earlier than 6:00 p.m., and schedule a special
work session on August 7, 2023, at 1:30 p.m. to fully discuss the proposed
budget. (APH)
2.1
3. Economic Development and Housing
Review US19 Website & Marketing Analytics (WSO)3.1
Approve the City of Clearwater’s Fiscal Year (FY) 2023/2024 Annual
Action Plan, which is the fourth Action Plan of the FY 2020/2021 - FY
2024/2025 Consolidated Plan, to implement the goals and objectives set
forth in the Consolidated Plan and authorize the appropriate officials to
enter into agreements with HUD and organizations approved for funding,
together with authorization to execute administrative adjustments to same
as needed. (APH)
3.2
4. Gas System
Accept a Gas Utility Easement from KW REALTY FUND IX LLC, for the
construction, installation, and maintenance of gas utility facilities on real
property located at 2358, 2308, 2284, 2290, 2294, 2298, 2302, 2310,
2316, 2320, 2324, 2328, and 2332 Gunn Highway, Odessa, FL 33556.
(consent)
4.1
5. Parks and Recreation
Approve a purchase order to Bliss Products, of Lithia Springs, Georgia for
the purchase of amenities for park locations in the total amount of
$267,576.75, pursuant to Clearwater Code of Ordinances Sections
2.563(1)(c), piggyback, and 2.563(1)(d), Impractical, and authorize the
appropriate officials to execute same. (consent)
5.1
Approve agreement terms with Bounce Life Amusements, LLC of Largo
Florida and authorize the appropriate officials to execute same. (consent)
5.2
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July 17, 2023Council Work Session Work Session Agenda
Authorize a Guaranteed Maximum Price proposal to Khors Construction
Inc., of Pinellas Park, FL for the construction and replacement of the
wooden deck around the Pier 60 Concession Stand, in the amount of
$287,729.98, pursuant to RFQ 40-20, Construction Manager at Risk
(CMAR) Services for Continuing contracts and authorize the appropriate
officials to execute same. (consent)
5.3
Approve a Strategic Consulting Services Contract between the city and
CAA ICON in a not to exceed amount of $210,000 to provide consulting
services in connection with negotiations with the Philadelphia Phillies for
the renovations and usage of BayCare Ballpark and the Carpenter
Complex and authorize the appropriate officials to execute same.
(consent)
5.4
Approve a Restrictive Covenant between the City of Clearwater and State
of Florida, Department of State, Division of Arts and Culture to allow Ruth
Eckerd Hall, Inc. to receive a Cultural Facilities Grant in the amount of
$500,000 and authorize the appropriate officials to execute same.
(consent)
5.5
6. Police Department
Approve acceptance of a United States Department of Justice, Office of
Justice Programs (OJP), 2022 Bureau of Justice Assistance Fiscal Year
2022 Edward Byrne Memorial Justice Assistance Grant (JAG) Program -
Local Solicitation, grant award in the amount of $40,122 for the Mental
Health Co-Responder Team and authorize the appropriate officials to
execute same. (consent)
6.1
7. Public Works
Approve the Distribution Easement request by Duke Energy to operate
and maintain its facilities in support of the City Hall Bluff project at 112 S.
Osceola Avenue, Clearwater, Florida. (consent)
7.1
Approve four-year Professional Service Agreements with forty-seven
firms, selected for Engineer of Record (EOR), pursuant to Request for
Qualifications (RFQ) 34-23 and authorize the appropriate officials to
execute same. (consent)
7.2
Approve the Drainage Easement conveyance request from Dolphin
Harbour Development of Island Estates, LLC., to install, repair, and
maintain drainage utilities on real property located at 125 Island Way,
Clearwater, Pinellas County, Florida. (consent)
7.3
Page 3 City of Clearwater Printed on 7/10/2023
July 17, 2023Council Work Session Work Session Agenda
Approve Supplemental One Work Order to Mead and Hunt, Inc. of Tampa,
FL, for the Citywide Transportation Mobility Assessment (21-0036-EN) in
the amount of $146,000 increasing the value from $352,800 to $498,800
pursuant to Request for Qualifications (RFQ) 26-19, Engineer of Record
Continuing Services (EOR), and authorize the appropriate officials to
execute same. (consent)
7.4
8. Fire Department
Authorize a purchase order to Bausch Enterprises Inc. of Stuart, FL, for the
purchase of beach lifeguard towers for Clearwater Fire and Rescue (CFR)
beach lifeguard personnel in the amount of $143,625.00, pursuant to
Invitation to Bid #35-23 - Aluminum Lifeguard Towers, and authorize the
appropriate officials to execute same.
8.1
Reappoint Mr. Rick G. Stucker to a four-year term as a Trustee of the
Clearwater Firefighers’ Supplemental Trust Fund in accordance with Sec.
175.061 of the Florida State Statutes. (consent)
8.2
9. Planning
Approve the annexation, initial Future Land Use Map designation of
Residential Urban (RU) and initial Zoning Atlas designation of Low
Medium Density Residential (LMDR) District for 1221 Sunset Point Road
and pass Ordinances 9697-23, 9698-23, and 9699-23 on second reading.
(ANX2022-05007)
9.1
Approve the annexation, initial Future Land Use Map designation of
Residential Urban (RU) and initial Zoning Atlas designation of Low
Medium Density Residential (LMDR) District for 1219 Sunset Point Road
and pass Ordinances 9700-23, 9701-23, and 9702-23 on second reading.
(ANX2022-05008)
9.2
Approve the annexation, initial Future Land Use Map designation of
Industrial Limited (IL) and initial Zoning Atlas designation of Industrial,
Research and Technology (IRT) District for 1786 North Hercules Avenue,
and pass Ordinances 9681-23, 9682-23, and 9683-23 on first reading.
(ANX2023-05004)
9.3
Approve the annexation, initial Future Land Use Map designations of
Residential Estate (RE) and Preservation (P) and initial Zoning Atlas
designations of Low Density Residential (LDR) and Preservation (P)
Districts for an unaddressed parcel on Tanglewood Drive, and pass
Ordinances 9684-23, 9685-23, and 9686-23 on first reading.
(ANX2023-05005)
9.4
10. Information Technology
Page 4 City of Clearwater Printed on 7/10/2023
July 17, 2023Council Work Session Work Session Agenda
Authorize a purchase order to CDW-G, of Vernon Hills, IL, for Cisco
hardware and software solutions in the amount of $257,332.41, pursuant
to Clearwater Code of Ordinances Section 2.563(1)(c), Piggyback;
authorize the use of a lease purchase under the City's Master Lease
Purchase Agreement or internal financing via an interfund loan from the
Capital Improvement Fund, whichever is deemed to be in the City's best
interests; and authorize the appropriate officials to execute same.
(consent)
10.1
Approve a purchase order to Oracle America, Inc. of Redwood Shores,
CA for software maintenance in a not-to-exceed amount of $180,645.39
for a one-year term pursuant to Clearwater Code of Ordinances Section
2.563 (1)(a), single source, and authorize the appropriate officials to
execute same. (consent)
10.2
11. Marine & Aviation
Approve a second amendment and second extension to the Water Taxi
Services Contract with Clearwater Ferry Services, Inc. for the term of ten
years, commencing October 1, 2023 and providing $500,000 in subsidies
to Clearwater Ferry Services Inc. over a five-year period and authorize the
appropriate officials to execute same. (consent)
11.1
12. Public Utilities
Authorize a Purchase Order to W.W. Grainger of Lake Forest, IL., for the
purchase of maintenance, repair, and operating supplies in the
not-to-exceed amount of $350,000.00 ($175,000.00 for Public Utilities and
$175,000.00 for General Services) for the period of July 1, 2023 through
June 30, 2024, for one year, per Clearwater Code of Ordinances Section
2.563(1)(c), piggyback, and authorize the appropriate officials to execute
same. (consent)
12.1
Approve Supplemental Work Order 3 to Black and Veatch, Inc., of Tampa,
FL, for SCADA Master Plan Project Management Services (20-0016-UT)
in the amount of $62,500.00, increasing the work order from $143,080.00
to $205,580.00, and authorize the appropriate officials to execute same.
(consent)
12.2
Award a construction contract to TLC Diversified, Inc. of Palmetto, FL, in
the amount of $7,933,000.00 for the Lift Station 16 Pierce Street
Rehabilitation project pursuant to Invitation to Bid (ITB) 20-0008-UT,
approve Supplemental Work Order 3 to Stantec Inc. for Construction
Engineering Services in the amount of $203,819.00, increasing work
order from $580,564.00 to $784,383.00, and authorize the appropriate
officials to execute same. (consent)
12.3
Page 5 City of Clearwater Printed on 7/10/2023
July 17, 2023Council Work Session Work Session Agenda
13. City Clerk
Reappoint Stephanie Chill to the Sister Cities Advisory Board with a term
to expire July 31, 2027. (consent)
13.1
Reappoint Deena Stanley to the Marine Advisory Board with a term to
expire July 31, 2027. (consent)
13.2
Appoint an individual to the Parks and Recreation Advisory Board with a
term to expire July 20, 2027.
13.3
14. City Attorney
Ratify and confirm hiring the law firm of Luke Charles Lirot, P.A. for
representation in the case of Florida Preborn Rescue, Inc., Allen Tuthill,
Antoniette M. Migliore, Scott J. Mahurin, and Judith Goldsberry v. City of
Clearwater, Case No. 8:23-cv-01173-MSS-AAS for the initial retainer
amount of $25,000. (consent)
14.1
Formally recognize the Communications Workers of America, Local 3179,
as the exclusive bargaining representative of the employees proposed for
inclusion in the bargaining unit and adopt Resolution 23-10
14.2
Amend Section 2.263(1), Code of Ordinances, to increase the salaries of
the mayor and councilmembers and pass Ordinance 9692-23 on first
reading.
14.3
Adopt Ordinance 9638-23 on second reading, amending the
Comprehensive Plan to address the creation of a new Parks and
Recreation impact fee system.
14.4
Adopt Ordinance 9639-23 on second reading, amending the Community
Development Code to replace Chapter 54 in its entirety with a revised
Chapter 54, creating a new Parks and Recreation impact fee system.
14.5
Adopt Ordinance 9687-23 on second reading, amending the Operating
Budget for the fiscal year ending September 30, 2023, to reflect increases
and decreases in revenues and expenditures for the General Fund,
Special Program Fund, Solid Waste and Recycling Fund, and Airpark
Fund.
14.6
Adopt Ordinance 9688-23 on second reading, amending the Capital
Improvement Budget for the fiscal year ending September 30, 2023, to
reflect an increase of $1,087,961.
14.7
15. City Manager Verbal Reports
Recycling Update15.1
Page 6 City of Clearwater Printed on 7/10/2023
July 17, 2023Council Work Session Work Session Agenda
16. City Attorney Verbal Reports
17. Council Discussion Item
Name new city hall after William B. Horne II17.1
Wet Zone for 400 and 500 Cleveland Street and Coachman Park -
Councilmember Teixeira
17.2
Point in Time Count Update - Councilmember Beckman17.3
18. New Business (items not on the agenda may be brought up asking they be
scheduled for subsequent meetings or work sessions in accordance with Rule 1,
Paragraph 2).
19. Closing Comments by Mayor
20. Adjourn
21. Presentation(s) for Council Meeting
July Service Awards21.1
Clearwater Sister Cities High School and Middle School Japan Trip
Presentations
21.2
Public Art - Water Tank Mural Concept Designs21.3
Page 7 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0823
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Office of Management & Budget
Agenda Number: 2.1
SUBJECT/RECOMMENDATION:
Adopt a tentative millage rate of 5.8850 mills for fiscal year 2023/24; set public hearing dates on
the budget for September 6, 2023 and September 21, 2023, to be held no earlier than 6:00
p.m., and schedule a special work session on August 7, 2023, at 1:30 p.m. to fully discuss the
proposed budget. (APH)
SUMMARY:
In accordance with the Truth in Millage (TRIM) process, the City Council must adopt a tentative
millage rate and set public hearing dates prior to finalizing and adopting a budget. This
information must be provided to the Pinellas County Property Appraiser and Tax Collector by
August 1, 2023. The City's proposed millage rate and public hearing dates will be included on
the TRIM notices mailed to taxpayers in August. This tentative rate cannot be increased
without first-class mailing notification to each taxpayer at the expense of the City of Clearwater,
not less than 10 days and not more than 15 days before the public hearing.
The City Manager's recommended millage rate is 5.8850 mills, the same as the current year.
This rate is 10.27% more than the rolled back rate of 5.3370 mills. The rolled-back rate is the
millage rate that will provide the City with the same property tax revenue as was levied in the
prior year. If the proposed millage rate of 5.8850 mills is adopted, the City's ordinance adopting
the millage rate will reflect an 10.27% increase from the rolled-back rate of 5.3370 mills.
The proposed millage rate as well as other TRIM millage rates will be noted on the 2023
compliance forms as follows:
5.8850 mills - Tentative millage rate
5.3370 mills - Rolled-back millage rate
5.7816 mills - Maximum majority vote rate
6.3598 mills - Maximum two-thirds vote rate
A special budget work session is being scheduled for Monday, August 7, 2023, at 1:30 pm to
fully discuss the proposed budget.
Page 1 City of Clearwater Printed on 7/10/2023
|1CITY OF CLEARWATER
PROPOSED
ANNUAL OPERATING
&
CAPITAL
IMPROVEMENT
BUDGET
myclearwater.com
Fiscal Year
2023/24
|2CITY OF CLEARWATER
Key points:
•Balanced budget for fiscal year 2023/2024
•Strategic Plan –priority list implementation
•Same millage rate as the current year
•Additional FTEs –net increase of 14.9
•Focused on maintaining current facilities and services
•Looking to the future: New City Hall & MSB renovation,
Compensation & Classification Study Implementation,
Marina renovation, Osceola Street improvements,
Downtown Parking Garage
|3CITY OF CLEARWATER
Total Budget
(All City Operations)
Amended
FY 2022/23
Proposed
FY 2023/24
%
Inc/(Dec)
$663,422,466 $724,184,306 9%
|4CITY OF CLEARWATER
All Funds
Fund
Amended
FY 2022/23
Proposed
FY 2023/24
Increase/
(Decrease)
General Fund $ 184,419,750 $ 199,458,520 8%
Utility Funds 206,590,040 222,666,960 8%
Enterprise Funds 27,683,370 30,798,660 11%
Internal Service Funds 77,754,940 82,641,940 6%
Special Revenue Funds 36,949,943 35,232,546 (5%)
Capital Fund 130,024,423 153,385,680 18%
|5CITY OF CLEARWATER
$0
$3
$6
$9
$12
$15
$18
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
$7.7 $8.2 $9.4
$11.2
$12.7
$15.2
$16.8
Taxable Property Values Billion
|6CITY OF CLEARWATER
Millage Rate
•A “mill” is the property tax levy of $1 per $1,000 of taxable
property value
•Current Millage Rate 5.8850 mills
•Proposed Millage Rate 5.8850 mills
•(10.27% greater than rolled-back rate)
•The rolled-back rate is the millage rate that will provide the
same revenues as prior year if applied to the current tax roll
(after adjusting for new construction)
•Rolled-back Rate 5.3370 mills
|7CITY OF CLEARWATER
$0
$10
$20
$30
$40
$50
$60
$70
$80
$90
$100
$38.4 $43.2 $50.4
$68.1
$76.2 $85.0 $95.2
Ad Valorem Tax Revenues
Million
|8CITY OF CLEARWATER
General Fund Revenues
Source Amended FY 22/23 Proposed FY 23/24 Inc/(Dec)
Ad Valorem Tax $80,964,710 $90,683,430 12%
Utility Taxes 17,890,000 18,655,000 4%
Other Taxes 6,430,000 6,300,000 (2%)
Franchise Fees 11,000,000 11,220,000 2%
Intergovernmental 28,768,720 29,859,340 4%
Charges for Service 17,218,270 17,368,355 1%
Transfers In 12,497,802 13,335,875 7%
All Other Revenue 8,860,258 12,036,520 36%
Transfer (to)/from Surplus 789,990 0
TOTAL $184,419,750 $199,458,520 8%
|9CITY OF CLEARWATER
General Fund –Revenues
Ad Valorem
45%
Intergovernmental
15.0%Utility Taxes
9%
Franchise and
Other Tax 9.0%
Charges for
Service 9%
Transfers In 7%
Other/Misc.6%
$199.5 Million
|10CITY OF CLEARWATER
General Fund Expenditures
Department Amended FY 22/23 Proposed FY 23/24 Inc/(Dec)
Police $ 53,505,918 $56,780,344 6%
Fire 33,798,143 35,243,722 4%
Parks & Recreation 39,337,937 44,790,781 14%
Library 9,445,675 9,110,053 (4%)
Planning & Development 7,605,355 8,577,878 13%
Public Works 11,780,468 14,559,025 24%
Non-Departmental 12,476,346 12,725,240 2%
All Other Departments 16,469,908 17,671,477 7%
TOTAL $ 184,419,750 $199,458,520 8%
|11CITY OF CLEARWATER
General Fund –Expenditures By Department
Police 29%
Fire / EMS
18%
Parks &
Recreation
22%
Library 5%
Planning &
Development
4%
Public Works 7%
Non-Departmental
6%
Admin/Other
9%
Public
Safety
47%
$199.5 Million
|12CITY OF CLEARWATER
General Fund -By Category
Personnel
61%
Operating
16.5%
Internal
Service 11%
Interfund
Transfers 10%
Debt and Capital
1.5%
$199.5 Million
|13CITY OF CLEARWATER
1,695.7 1,745.0 1,832.6 1,836.6 1,848.7 1,877.0 1,891.9
0.0
200.0
400.0
600.0
800.0
1,000.0
1,200.0
1,400.0
1,600.0
1,800.0
2,000.0
Full Time Equivalent Positions (All Funds)
|14CITY OF CLEARWATER
Additional FTEs Proposed
Strategic
Priority Department
General
Fund
Other
Funds Total
Fire Department, Parks & Rec, Planning &
Development, Police, Marine & Aviation,
General Services
13.4 4.0 17.4
Economic Development & Housing 1.0 0.0 1.0
CRA Administration, Public Communications 3.0 0.0 3.0
|15CITY OF CLEARWATER
Net Change to Proposed FTEs
Strategic
Priority Summary of FTE Changes
General
Fund
Other
Funds Total
Total –New FTEs 17.4 4.0 21.4
Reduced FTEs
(long term vacancy)(4.5)(2.0)(6.5)
Positions Repurposed
(net reclassed between funds)2.0 (2.0)-
Net change in FTEs (from FY23)14.9 -14.9
|16CITY OF CLEARWATER
Capital Improvement Fund
Utility
Operations
48%
General
Government
24%
Internal
Service 8%
Small Enterprise
20%
$153.4 Million
|17CITY OF CLEARWATER
Strategic Plan Funding Alignment
•Capital Improvement Program linked to Strategic Priorities
•New FTEs linked to Strategic Priorities
$0 $50,000,000 $100,000,000 $150,000,000
Community Well Being Environmental Stewardship High Performing Government
Capital Funding by Strategic Priority
0
3
6
9
12
High Performing
Government
Economic & Housing
Opportunity
Community
Well Being
10.9
1.0
3.0
Net New FTEs by Strategic Priority
|18CITY OF CLEARWATER
Future Budget Meetings:
Special Budget Work Session
•Monday, August 7 –1:30 pm
Public Hearings
•Wednesday, September 6 –6 pm
•Thursday, September 21 –6 pm
|19CITY OF CLEARWATER
PROPOSED
ANNUAL OPERATING
&
CAPITAL
IMPROVEMENT
BUDGET
myclearwater.com
Fiscal Year
2023/24
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0811
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Economic Development & Housing
Agenda Number: 3.1
SUBJECT/RECOMMENDATION:
Review US19 Website & Marketing Analytics (WSO)
SUMMARY:
On January 30, 2023, Staff presented the US19 Corridor Visualization video and discussed the
marketing campaign that would follow its release. Council requested a review of marketing
analytics resulting from the campaign.
APPROPRIATION CODE AND AMOUNT:
USE OF RESERVE FUNDS:
Page 1 City of Clearwater Printed on 7/10/2023
U.S. 19 Corridor
Website and Marketing Analytics
July 17, 2023
U.S.19 Redefined
In 2017, the city of Clearwater rezoned
approximately 4,000 parcels along the
nearly seven-mile stretch of U.S. 19.
U.S. 19 Zoning District development
standards provides for increased densities
that, over time, will establish a more urban form of development.
Marketing
Strategies
Marketing Strategies Focus on Several Key Areas:
1)Attract private investment.
2)Redevelop obsolete inventory.
3)Brand the corridor as a destination for business relocation and expansion.
4)Recruitment of industries best suited for the city to support such as software, finance and insurance, emerging technologies, corporate headquarters, etc.
U.S. 19
Reimagined
Renderings were commissioned of four key sites illustrating the significant development potential the U.S. 19 Zoning District provides.
U.S. 19 Reimagined
A video was produced with 3D animation flythroughs of four hypothetical development scenarios guiding viewers along the corridor as it transforms from its current state to what we envision its future development potential to be.
Marketing
Tactics
A U.S. 19 landing webpage was developed to showcase the renderings, video and information about the corridor.
www.myclearwater.com/US19
Marketing Channels
Digital
Advertising
Sponsored
Content Social Media
Event
Sponsorship
Influencer
Relationships
Direct
Engagement
Targeted outreach to property
owners, site selectors,
developers, commercial brokers,
local, regional, and national
companies, and industry
associations began.
Digital Advertising
Earned Media Coverage
Marketing
Results
Earned three on-camera interviews with local affiliates of FOX News, ABC and CBS.
Earned placement in 16 local and national news articles.
Full-page ad in Site Selection Magazine was mailed to 40,000 subscribers and placed on the digital edition.
More than 544,000 digital advertising impressions to date.
More than 3,800 video views with viewership increasing each week.
Nearly 1,000 landing page visits to date.
Increased social media engagement.
Advertising
Dollars
Less than $60,000 spent on the marketing campaign to date.
Total advertising dollars above offset by a
$25,000 Duke Energy Marketing Grant.
General Fund impact of $34,889.87.
Innovation in Marketing Award From the
Florida Economic Development Council
Marketing
Results
Meetings with over 25 qualified real estate
developers ranging from regional to national to international firms with the capacity to support multi-billion-dollar projects.
More than 35 industry influencers (professionals who work with supporting service providers) have provided introductions of and referrals to the city after watching the video.
Next Steps
Ongoing meetings with developers, brokers and site selectors.
Continued digital advertising efforts:
•Featured video on Expansion Solutions Magazine’s home page June-
November.
•Lead digital banner ads on Site Selection Magazine and Urban Land Institute's homepages in July.
Targeted conference and trade show attendance.
Launch of the Property Redevelopment Opportunity Partnership Program.
FY23-24 Familiarization Tour.
Comments or Questions?
U.S. 19 Corridor
Website and Marketing Analytics
July 17, 2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0814
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Economic Development & Housing
Agenda Number: 3.2
SUBJECT/RECOMMENDATION:
Approve the City of Clearwater’s Fiscal Year (FY) 2023/2024 Annual Action Plan, which is the
fourth Action Plan of the FY 2020/2021 - FY 2024/2025 Consolidated Plan, to implement the
goals and objectives set forth in the Consolidated Plan and authorize the appropriate officials to
enter into agreements with HUD and organizations approved for funding, together with
authorization to execute administrative adjustments to same as needed. (APH)
SUMMARY:
On July 16, 2020, City Council approved the 2020/2021 - 2024/2025 Consolidated Plan
(Consolidated Plan) identifying the city’s goals and objectives with respect to the city’s
administration of HOME Investment Partnerships (HOME) and Community Development Block
Grant (CDBG) Program funds. Under the Consolidated Plan, the City is required by US
Department of Housing and Urban Development (HUD) to create and implement a plan each
year to identify the sources and uses of these funds for housing, community programs, and
economic development. This plan, referred to as the Annual Action Plan, provides HUD with the
City’s Housing Division budget and proposed expenditures based on the entitlement funds and
estimated program income that the City will receive in the upcoming fiscal year to meet the
goals and objectives established in the Consolidated Plan.
Funds will be used to develop viable communities and sustain existing ones. In addition, the
funds will be used to provide safe, decent and affordable housing to assist extremely low- to
moderate-income households. This year’s Annual Action Plan allocates federal funds to provide
housing opportunities to extremely low- to moderate-income households for new and existing
homes, construction and/or renovation of public facilities, and to fund public services programs.
The Annual Action Plan serves as a budget for planned projects and identifies unallocated
funds available for additional project(s) throughout the budget year. Staff requests authorization
to make administrative adjustments during the budget year to fund additional project(s),
including shifting funds between projects within budgetary segments.
The FY2023/2024 Annual Action Plan is due to HUD on August 15, 2023. All organizations that
will be receiving an allocation will have agreements prepared and executed by October 1, 2023.
Staff performs compliance monitoring with funded organizations on an annual basis.
On June 7, a notice of 30-day comment period and public hearings was published in the
Tampa Bay Times. On July 11, 2023, the City’s Neighborhood and Affordable Housing Advisory
Page 1 City of Clearwater Printed on 7/10/2023
File Number: ID#23-0814
Board (NAHAB) hosted the 1st of the 2 required public hearings and passed a motion
recommending City Council approval of the FY2023/2024 Annual Action Plan.
Grant Application Process for CDBG Program -
The City partners with several non-profit agencies to implement the goals and objectives
established in the Consolidated Plan. To obtain these partners, the City annually publishes in
February a Notice of Funding Availability in the local newspaper and on its website. This notice
informs the public of the resources the City will make available and the eligible uses of those
resources. It also informs them of the 30-day application period for requesting funds. The
applications were due on March 17, 2023. The city received 22 completed and qualified
applications and staff recommends funding of each.
A Technical Review Committee (TRC) comprised of a professional in the social service and
grants community, a member of the NAHAB, a representative of the Clearwater Urban
Leadership Coalition, and the City Clerk reviewed and ranked the applications. Applicants were
provided an opportunity to present their proposed projects at the April 11, 2023, NAHAB
meeting. City Housing staff also reviewed each application to ensure it met HUD’s baseline
requirements. With guidance from the TRC and NAHAB and based on available funding, City
staff prepared recommended funding allocations. The NAHAB met on May 9, 2023 and
approved the recommended allocations. NAHAB approval is subject to City Council approval of
the Annual Action Plan.
Recommended CDBG Grant Allocations (Competitive) -
The City may allocate up to 15% ($137,000) of its CDBG entitlement funds for Public Services
activities. This year the city received eight requests for funding subject to the 15% cap. Staff
recommends allocation of funding based on the tiered ranking of TRC scoring for which the
three highest-ranked applicants are granted $22,833 each; the next three highest-ranked
applicants are granted $15,983 each; and the two lowest-ranked applicants are granted
$10,275 each.
The city received eight requests for funding of Public Facilities improvements. The TRC
reviewed each application and recommended funding of each request as appropriate. Staff is
recommending funding of all eligible components of each request up to $90,000 (plus project
delivery costs paid by the city including inspection fees, environmental review record and other
fees). The total staff-recommended allocation for the eight projects is $559,141. These
investments will help daily operations of each public service provider with improved facility
functionality, efficiency, and safety features.
Other Recommended Allocations (Non-Competitive) -
Staff recommends funding of the following additional activities/programs:
•Additional requests for public facility or infrastructure projects ($590,523)
•Small business/microenterprise, childcare, and façade activities ($388,352),
•New Construction, Rehabilitation, Purchase Assistance (fka Down Payment Assistance),
Page 2 City of Clearwater Printed on 7/10/2023
File Number: ID#23-0814
Tenant Based Rental Assistance and Community Housing Development Organization (CHDO)
set aside funds ($8,661,289)
•Homeownership Education & Counseling ($50,000)
•Property Acquisition & Demolition ($255,000)
BACKGROUND:
Anticipated Resources -
In FY2023-2024, the City will receive $913,337 in entitlement funds for the CDBG Program and
$532,649 in entitlement funds for the HOME Program. The City is also reprogramming:
$5,118,850 in prior year HOME entitlement and program income funding; $228,000 in
anticipated FY2023-2024 HOME program income; $1,163,192 in prior year CDBG entitlement
and program income funding; $27,800 in anticipated FY2023-2024 CDBG program income;
and $1,221,637 in CDBG Revolving Loan Program funds.
Funds provided through the CDBG Program may be used for housing, community and
economic development, public services and facilities, acquisition, relocation and administration.
Funds provided through the HOME Program are limited to housing-related activities and
administration.
Included in the budget is State Housing Initiatives Partnership (SHIP) Program funds in
amounts of $1,365,854 and $475,000 in entitlement and anticipated program income funding,
respectively.
APPROPRIATION CODE AND AMOUNT:
N/A
USE OF RESERVE FUNDS:
N/A
Page 3 City of Clearwater Printed on 7/10/2023
City of Clearwater, FL 2023/2024 Annual Action Plan 2
TABLE OF CONTENTS
Executive Summary ....................................................................................................................................... 4
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b) ........................................................................ 4
PR-05 Lead & Responsible Agencies – 91.200(b) ...................................................................................... 9
AP-10 Consultation – 91.100, 91.200(b), 91.215(l) ................................................................................. 11
AP-12 Participation – 91.105, 91.200(c) ................................................................................................. 20
Expected Resources .................................................................................................................................... 25
AP-15 Expected Resources – 91.220(c)(1,2) ........................................................................................... 25
Annual Goals and Objectives ...................................................................................................................... 29
AP-20 Annual Goals and Objectives ........................................................................................................ 29
Projects ....................................................................................................................................................... 35
AP-35 Projects – 91.220(d) ..................................................................................................................... 35
AP-38 Project Summary .......................................................................................................................... 38
AP-50 Geographic Distribution – 91.220(f) ............................................................................................. 48
Affordable Housing ..................................................................................................................................... 52
AP-55 Affordable Housing – 91.220(g) ................................................................................................... 52
AP-60 Public Housing – 91.220(h) ........................................................................................................... 54
AP-65 Homeless and Other Special Needs Activities – 91.220(i) ............................................................ 55
AP-75 Barriers to affordable housing – 91.220(j) ................................................................................... 59
AP-85 Other Actions – 91.220(k) ............................................................................................................ 61
Program Specific Requirements .................................................................................................................. 65
AP-90 Program Specific Requirements – 91.220(l)(1,2,4) ...................................................................... 65
Appendix ..................................................................................................................................................... 68
City of Clearwater, FL 2023/2024 Annual Action Plan 3
TABLES
Table 1 – Responsible Agencies .................................................................................................................... 9
Table 2 – Agencies, groups, organizations who participated ..................................................................... 13
Table 3 – Other local / regional / federal planning efforts ......................................................................... 19
Table 4 – Citizen Participation Outreach .................................................................................................... 22
Table 5 – Expected Resources – Priority Table ........................................................................................... 26
Table 6 – Goals Summary ............................................................................................................................ 30
Table 7 – Project Information ..................................................................................................................... 36
Table 8 – Geographic Distribution .............................................................................................................. 48
Table 9 – One Year Goals for Affordable Housing by Support Requirement .............................................. 52
Table 10 – One Year Goals for Affordable Housing by Support Type ......................................................... 52
MAPS
Map 1 – Low- and Moderate-Income Areas ............................................................................................... 49
Map 2 – Neighborhood Revitalization Strategy Areas Map ....................................................................... 50
City of Clearwater, FL 2023/2024 Annual Action Plan 4
EXECUTIVE SUMMARY
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)
INTRODUCTION
The City of Clearwater, Florida, has completed the planning process for the 2023/2024 Annual Action
Plan as required by the U.S. Department of Housing and Urban Development (HUD). The purpose of the
Annual Action Plan is to identify anticipated resources and proposed projects to address the goals,
objectives, and strategies of the City’s Consolidated Plan spanning program years 2020/2021-
2024/2025. The Consolidated Plan guides the use of City resources to address housing and community
development needs over a five-year period. The 2023/2024 Annual Action Plan covers the fourth year of
the five-year period.
The Annual Action Plan is developed in a manner specified by HUD, and the City has followed the
prescribed format in completing the plan. During the planning process, the City published a Notice of
Funding Availability (NOFA) and conducted a subrecipient grant application workshop (i.e., technical
assistance meeting) that specifically consulted housing and public service providers. The City also
convened meetings of the Neighborhood and Affordable Housing Advisory Board (NAHAB) and Technical
Review Committee to consider federal allocations and project applications and held public hearings with
the NAHAB and City Council to approve the Annual Action Plan. The purpose of this process was to
facilitate the submittal of applications for projects that will address the goals, objectives, and strategies
during the fourth year of the Consolidated Plan’s five-year period.
There are four (4) major areas of focus in the Consolidated Plan: Housing, Homelessness, Non-Housing
Community Development and Non-Homeless Special Needs. The Annual Action Plan process requires
the City to identify anticipated resources and proposed projects to address the priority needs for each
area of focus. The planning process was critical in selecting projects to effectively address these priority
needs.
SUMMARIZE THE OBJECTIVES AND OUTCOMES IDENTIFIED IN THE PLAN
This could be a restatement of items or a table listed elsewhere in the plan or a reference to another location. It
may also contain any essential items from the housing and homeless needs assessment, the housing market
analysis, or the strategic plan.
The City of Clearwater Consolidated Plan is structured around seven (7) goals in administering the City’s
housing and community development programs. Each goal is accompanied by corresponding objectives
toward meeting that goal. These goals and objectives are as follows:
GOAL: PROGRAM ADMINISTRATION
ADMINISTER THE CITY OF CLEARWATER’S FEDERALLY FUNDED GRANT PROGRAMS TO IMPLEMENT
THE GOALS OF THE FIVE-YEAR CONSOLIDATED PLAN.
City of Clearwater, FL 2023/2024 Annual Action Plan 5
GOAL: HOUSING
PROVIDE AVAILABILITY OF, AND ACCESSIBILITY TO, DECENT AFFORDABLE HOUSING FOR THE
RESIDENTS OF THE CITY OF CLEARWATER.
Objective 1: Preserve the existing housing stock.
Objective 2: Increase the availability of affordable housing units.
Objective 3: Assist qualified low- and moderate-income households to become homeowners through
supporting agencies that provide housing counseling.
Objective 4: Provide mortgage assistance for low- and moderate-income homebuyers.
Objective 5: Provide rental and utility assistance for low- and moderate-income persons.
GOAL: HOMELESSNESS
HELP TO PREVENT AND REDUCE HOMELESSNESS WITHIN THE CITY OF CLEARWATER.
Objective 1: Support programs that offer shelter facilities and beds for the homeless.
Objective 2: Assist agencies that engage in homeless prevention and service programs.
GOAL: NON-HOMELESS SPECIAL NEEDS
EXPAND THE ACCESSIBILITY AND COORDINATION OF SOCIAL SERVICES TO CITY OF CLEARWATER
SPECIAL NEEDS POPULATIONS.
Objective 1: Support construction, expansion, and improvement of facilities that assist the elderly, frail
elderly, disabled, veterans, and other populations with special needs.
Objective 2: Support programs to assist the elderly, frail elderly, disabled, veterans, and other
populations with special needs.
GOAL: COMMUNITY DEVELOPMENT & PUBLIC SERVICES
ENHANCE THE LIVING ENVIRONMENT FOR PERSONS IN LOW- AND MODERATE-INCOME AREAS
THROUGH COMMUNITY DEVELOPMENT ACTIVITIES, PUBLIC SERVICE PROGRAMS, AND ELIMINATION
OF BLIGHT.
Objective 1: Support the construction, expansion, and improvement of public facilities in low- and
moderate-income areas.
City of Clearwater, FL 2023/2024 Annual Action Plan 6
Objective 2: Encourage and support programs that promote neighborhood safety and security, youth
accountability and mentoring, and community outreach to underserved populations in low- and
moderate-income areas.
Objective 3: Support agencies that offer meal and/or food bank services for persons and families of low-
and moderate-income.
Objective 4: Support the construction, expansion, and improvement of public parks, infrastructure, and
utilities in low- and moderate-income areas.
Objective 5: Eliminate blighted conditions through code enforcement and demolition in low- and
moderate-income areas.
GOAL: ECONOMIC DEVELOPMENT
SUPPORT PROGRAMS THAT CREATE ECONOMIC OPPORTUNITIES IN THE CITY OF CLEARWATER,
PARTICULARLY FOR PERSONS OF LOW- AND MODERATE-INCOME AND IN NEIGHBORHOOD
REVITALIZATION STRATEGY AREAS.
Objective 1: Support building façade programs in Neighborhood Revitalization Strategy Areas and low-
and moderate-income areas.
Objective 2: Support non-profit organizations in developing facilities that support the local economy.
Objective 3: Support programs that create economic opportunity for low- to moderate-income persons,
such as job training and entrepreneurship, small-business start-ups and incubators, and other economic
development activities.
GOAL: EMERGENCY/DISASTER RESPONSE
PROVIDE ASSISTANCE PRIOR TO, DURING AND AFTER A COMMUNITY EMERGENCY AND/OR DISASTER
EVENT TO PREPARE FOR AND/OR MITIGATE LOSS, PROTECT DURING AN EVENT, AND AID WITH
RECOVERY.
Objective 1: Provide assistance for activities that meet a particular urgent need or to prepare for,
respond to, and recover from an event triggering a local, state, or national emergency declaration.
EVALUATION OF PAST PERFORMANCE
This is an evaluation of past performance that helped lead the grantee to choose its goals or projects.
The Economic Development and Housing Department oversees implementation of the CDBG and HOME
programs. The previous Annual Action Plan covered the third year of the City’s Consolidated Plan. The
previous year has shown considerable progress in the City’s efforts to implement HUD entitlement
City of Clearwater, FL 2023/2024 Annual Action Plan 7
programs. The City is compliant with HUD regulations and continues to deliver housing and community
development services in an efficient manner. For the previous program year, the City received an annual
allocation of $897,475 in Community Development Block Grant (CDBG) funds and $509,528 in HOME
Investment Partnerships (HOME) funds. With those funds, approximately 10,480 people, 470
households, and 60 businesses are estimated to have been assisted during program year 2022/2023.
With these funds, the Economic Development and Housing Department offered an array of housing
programs and services providing the foundation needed to aid in promoting homeownership and/or
sustainable neighborhoods:
• Homeowner rehabilitation, including emergency repairs and accessibility retrofitting for persons
with disabilities
• Down payment and closing cost assistance for homebuyers
• Acquisition/new construction for affordable housing
• Fair housing activities
• Funding to grant subrecipients for public services, including activities that serve the homeless,
persons with special needs, or persons of low and moderate income
• Funding for public facilities and infrastructure projects benefitting low- and moderate-income
neighborhoods
• Economic development activities
The City has been successful in implementing these programs in the past and anticipates the
continuation of such programs in the future. Over the next year, the City will use CDBG and HOME funds
to meet the goals and objectives identified in the Consolidated Plan.
SUMMARY OF CITIZEN PARTICIPATION PROCESS AND CONSULTATION PROCESS
Summary from citizen participation section of plan.
Comments and concerns raised during the citizen participation process were taken into consideration
when developing the Annual Action Plan's anticipated resources and proposed projects. The Annual
Action Plan is a collaborative process that involves a NOFA, subrecipient applications, City staff and
advisory board consideration of federal allocations and proposed projects, and identification of
strategies for improved coordination and delivery. As part of this process, the City sought to identify
projects and strategies to address the priority needs of the Consolidated Plan’s Strategic Plan. Such
priority needs were identified during the Consolidated Plan process based on past program
performance, available housing and demographic data, public input, housing and service provider
consultation, and community meetings and surveys. In addition, the City provided opportunity for
citizen participation and comment, including public notices, a 30-day comment period, and solicited
input and direction from City Departments, the NAHAB, and the City Council to establish action items for
the fourth year.
SUMMARY OF PUBLIC COMMENTS
This could be a brief narrative summary or reference an attached document from the Citizen Participation section
of the Con Plan.
City of Clearwater, FL 2023/2024 Annual Action Plan 8
Although there are many issues that are important to City of Clearwater residents, the following priority
needs were identified in the Consolidated Plan and guided the 2023/2024 Annual Action Plan and
projects selected:
• Affordable housing, housing rehabilitation, and alternative housing options
• Rental, down payment, and utilities assistance
• Housing, facilities, and services for the homeless
• Facilities and services for persons with special needs, including behavioral/mental health
counseling and/or substance abuse treatment
• Services for populations that fall into “service gaps” such as youth aging out of foster care and
the transportation disadvantaged
• Public facility improvements (e.g., parks, libraries, and community cultural/resource centers)
• Public infrastructure improvements (e.g., utilities, public safety, and transportation)
• Blight elimination/code enforcement
• Economic development (e.g., support for neighborhood-level commercial, incentives and
financial assistance for small businesses and start-ups, façade improvements)
SUMMARY OF COMMENTS OR VIEWS NOT ACCEPTED AND THE REASONS FOR NOT
ACCEPTING THEM
All comments received by the City of Clearwater were considered and are, generally or specifically,
addressed by the Annual Action Plan. Documentation of all comments received is included as an
attachment (PDF format) to the Consolidated Plan submittal.
SUMMARY
The goals, objectives, and strategies of the 2020/2021-2024/2025 Consolidated Plan were identified
through an extensive citizen participation process that involved neighborhood residents, local housing
and service providers, and regional partners. The Consolidated Plan guides the City’s use of CDBG
resources through seven (7) goals. These goals are summarized as Program Administration, Housing,
Homelessness, Non-Homeless Special Needs, Community Development and Public Services, Economic
Development, and Emergency/Disaster Response. The 2023/2024 Annual Action Plan identifies
anticipated resources and proposed projects to address those goals. Over the fourth year of the
Consolidated Plan, the City will continue to deliver housing and community development activities that
support housing rehabilitation and assistance, public facility and infrastructure improvements, economic
development initiatives, and partnerships with an array of housing and public service providers.
City of Clearwater, FL 2023/2024 Annual Action Plan 9
PR-05 Lead & Responsible Agencies – 91.200(b)
AGENCY/ENTITY RESPONSIBLE FOR PREPARING/ADMINISTERING THE CONSOLIDATED PLAN
Describe the agency/entity responsible for preparing the Consolidated Plan and those responsible for
administration of each grant program and funding source.
Agency Role Name Department/Agency
Lead Agency City of Clearwater, FL Economic Development and
Housing Department/Housing
Division
Table 1 – Responsible Agencies
NARRATIVE (OPTIONAL)
The City of Clearwater, Florida, is the lead agency responsible for overseeing the development of the
Annual Action Plan. The Economic Development and Housing Department is the internal department
that is responsible for the day-to-day administration of CDBG and HOME funding (see Table 1).
However, the Economic Development and Housing Department worked closely with both the City
Council and the NAHAB in addition to residents and subrecipients to develop a meaningful document.
The development of the Annual Action Plan was based on the previous Annual Action Plan, associated
Consolidated Plan, and other relevant studies, plans and reports. Some of the primary documents
included the City’s Neighborhood Revitalization Strategy Area (NRSA) documents, Local Housing
Incentives Strategy (LHIS) and Local Housing Assistance Plan (LHAP), and Strategic Plan, and the Pinellas
County Homeless Leadership Alliance (HLA)’s reporting documents, among others.
To maximize citizen participation, City staff published a NOFA, held a grant application workshop (i.e.,
technical assistance meeting), convened the NAHAB and Technical Review Committee to consider
anticipated resources and proposed projects, held a 30-day public comment period, and held a public
hearing with the City Council to approve the Annual Action Plan. As part of these efforts, low- and
moderate-income residents, as well as service providers, were encouraged to provide input on the
Annual Action Plan, anticipated resources, and proposed projects.
CONSOLIDATED PLAN PUBLIC CONTACT INFORMATION
Inquiries, comments, or complaints concerning the Plan, any amendments, or performance reports, can
be conveyed by contacting City staff at:
City of Clearwater Economic Development and Housing Department
600 Cleveland St, Suite 600 (6th Floor)
Clearwater, FL 33755
Telephone: (727) 562-4032
Fax: (727) 562-4037
City of Clearwater, FL 2023/2024 Annual Action Plan 10
irin.gomez@myclearwater.com
Business hours: 8:00 a.m. to 5:00 p.m., Monday through Friday
Written complaints may also be made to the Jacksonville Field Office of the U.S. Department of Housing
and Urban Development (HUD) at the following address:
U.S. Department of Housing and Urban Development
Community Planning and Development Division
400 West Bay St., Ste. 1015
Jacksonville, FL 32202
Phone: (904) 232-2627
Fax: (904) 232-3759
Business hours: 8:00 a.m. to 4:30 p.m., Monday through Friday
City of Clearwater, FL 2023/2024 Annual Action Plan 11
AP-10 Consultation – 91.100, 91.200(b), 91.215(l)
INTRODUCTION
Partnering with other local, public, and private entities is vital to addressing the identified priority needs
related to affordable housing, homelessness, special needs, and community development. Clearwater's
Citizen Participation Plan incorporates the goals, policies, and implementation strategies that the City
will undertake to encourage and ensure adequate citizen participation in the development of the
Consolidated Plan, the Annual Action Plan, any substantial amendments to the Plans, and the
Consolidated Annual Performance and Evaluation Report (CAPER).
Citizen participation provides a means of involving the citizens of Clearwater in an advisory capacity in
all phases of HUD programs. Citizen participation in such efforts is essential if the activities to be
undertaken are to be truly successful and responsive to the needs and concerns of the community. The
Citizen Participation Plan provides for and encourages residents to explain their needs and voice their
concerns. Emphasis is placed on persons of low- and moderate-income who are residents of low- and
moderate-income areas in which funds are proposed to be used. However, at the same time, residents
are reminded that their input is advisory and that final authority for decision-making rests with the City
Council, who is responsible to both the citizens of Clearwater and the Federal government.
To promote citizen participation, the City published a NOFA, held a subrecipient grant application
workshop (i.e., Technical Assistance Meeting), convened the NAHAB and Technical Review Committee to
consider anticipated resources and proposed projects, published the draft Annual Action Plan for a 30-
day public comment period, and held public hearings with the NAHAB and City Council to approve the
Annual Action Plan.
The NOFA, subrecipient grant application workshop, and 30-day public comment period provided
opportunities for citizens and interested parties to become knowledgeable about Clearwater’s housing
and community development programs and eligibility requirements. Participants were asked to provide
input on how funds should be allocated to programs and projects related to affordable housing,
homelessness, special needs, and community development.
PROVIDE A CONCISE SUMMARY OF THE JURISDICTION’S ACTIVITIES TO ENHANCE
COORDINATION BETWEEN PUBLIC AND ASSISTED HOUSING PROVIDERS AND PRIVATE AND
GOVERNMENTAL HEALTH, MENTAL HEALTH, AND SERVICE AGENCIES (91.215(L))
Institutional coordination of the Annual Action Plan establishes a unified vision for community
development. The City uses a collaborative process to shape various programs into effective,
coordinated strategies. This process also facilitates the opportunity for planning and citizen participation
to take place in a comprehensive context, attempting to reduce duplication of effort at the local level.
The City will implement this Annual Action Plan in coordination with public, private, and nonprofit
agencies. Nonprofit agencies may include, but are not limited to, service providers and community
housing development organizations. Private sector partners may include, but are not limited to, local
City of Clearwater, FL 2023/2024 Annual Action Plan 12
financial institutions, developers, and local businesses. The City works closely with its partners to design
programs that address identified needs.
Table 2 outlines the types of agencies and organizations consulted throughout the program year and
during the development of the Annual Action Plan. Organizations consulted included various service
providers, Community Housing Development Organizations (CHDOs), Clearwater Housing Authority
(CHA), Pinellas County HLA, City Departments, NAHAB, and the City Council, among others.
DESCRIBE COORDINATION WITH THE CONTINUUM OF CARE AND EFFORTS TO ADDRESS THE
NEEDS OF HOMELESS PERSONS (PARTICULARLY CHRONICALLY HOMELESS INDIVIDUALS AND
FAMILIES, FAMILIES WITH CHILDREN, VETERANS, AND UNACCOMPANIED YOUTH) AND
PERSONS AT RISK OF HOMELESSNESS.
The City coordinated with the Pinellas County HLA during development of the Consolidated Plan and
through its most recent PIT and Homeless Assessment reports and with residents through community
meetings. This consultation was pivotal in preparing the Needs Assessment and Strategic Plan
components of the Consolidated Plan, which collectively inform the selection of projects for the
2023/2024 Annual Action Plan. The CHA was also consulted during the development of the Consolidated
Plan through its most recent Public Housing Authority (PHA) Plan and other HUD reports, which also
inform the selection of projects for inclusion in the 2023/2024 Annual Action Plan.
DESCRIBE CONSULTATION WITH THE CONTINUUM(S) OF CARE THAT SERVES THE
JURISDICTION'S AREA IN DETERMINING HOW TO ALLOCATE ESG FUNDS, DEVELOP
PERFORMANCE STANDARDS FOR AND EVALUATE OUTCOMES OF PROJECTS AND ACTIVITIES
ASSISTED BY ESG FUNDS, AND DEVELOP FUNDING, POLICIES AND PROCEDURES FOR THE
OPERATION AND ADMINISTRATION OF HMIS
The City of Clearwater does not receive or administer an Emergency Solutions Grant (ESG) program.
During the development of the Consolidated Plan, consultation with the Continuum of Care (CoC)
included research of the Pinellas County HLA annual reports and plans, community meetings, public
hearings, and notices. The Consolidated Plan establishes goals, objectives, and strategies to address
homelessness, which inform the selection of projects for inclusion in the Annual Action Plan.
The HLA, as the lead agency for the area’s CoC, utilizes the following system performance measures and
procedural documents: HUD System Performance Measures, HUD CoC Project Priority Application
Ranking System, NAEH Rapid Rehousing Performance Benchmarks and Program Standards, Annual
Homeless Assessment Report (AHAR) and Homeless Management Information System (HMIS) data,
Annual Point-in-Time (PIT) Count Report, Housing Inventory Count, and other documents including the
Federal Strategic Plan to Prevent and End Homelessness.
The HLA is comprised of 27 members, nine elected officials, and 16 community leaders/representatives.
The Board consists of two councils, the Providers Council and Funders Council, who work together to
identify concerns and make policies and recommendations on homeless issues. The mission of the HLA
is to coordinate all community partners, systems, and resources available with the goal of helping
individuals and families to prevent, divert, and end homelessness in Pinellas County.
City of Clearwater, FL 2023/2024 Annual Action Plan 13
DESCRIBE AGENCIES, GROUPS, ORGANIZATIONS, AND OTHERS WHO PARTICIPATED IN THE
PROCESS AND DESCRIBE THE JURISDICTION’S CONSULTATIONS WITH HOUSING, SOCIAL
SERVICE AGENCIES AND OTHER ENTITIES
Agency / Group /
Organization
Type What section of the Plan
was addressed by
Consultation?
How was the Agency /
Group / Organization
consulted and what are
the anticipated outcomes of the
consultation or areas
for improved
coordination?
Arts 4 Life Academy, Inc. Services-
Children/Services-
Education
Non-Housing Community
Development Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
Boys & Girls Club of the
Suncoast
Services-
Children/Services-
Education
Non-Housing Community
Development Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
Bright Community Trust Housing Housing Needs
Assessment/Market
Analysis
Email Outreach for
NOFA/Technical
Assistance Meeting
(Invited), Opportunity
to Apply or Comment
Catholic Charities, Diocese of
St. Petersburg
Housing/Services-
Homeless/Services-
Health/Services-
Employment/Other
(Services-Mental
Health)
All Sections Email Outreach for
NOFA/Technical
Assistance Meeting
(Invited), Opportunity
to Apply or Comment
City of Clearwater, City Council Government –
Local/Civic Leaders
All Sections Government/Local
Officials, Approval of
Advisory Board
Recommendations and
Action Plan
City of Clearwater, Economic
Development and Housing
Department
Other (City
Departments)/
Grantee Department
All Sections Internal Meetings with
Economic Development
and Housing
Department Staff,
Technical Review
Committee Facilitation
City of Clearwater,
Neighborhood and Housing
Advisory Board (NAHAB)
Other (Advisory
Board)
All Sections Advisory Board,
Recommendations
regarding project
selection and funding
allocations
Clearwater Housing Authority PHA Public Housing
Needs/Market Analysis
Consultation, Research
of Annual and 5-Year PHA Plans
City of Clearwater, FL 2023/2024 Annual Action Plan 14
Agency / Group /
Organization
Type What section of the Plan
was addressed by Consultation?
How was the Agency /
Group / Organization consulted and what are
the anticipated
outcomes of the
consultation or areas for improved coordination?
Clearwater MLK Jr.
Neighborhood Center
Coalition
Services-Children/
Other (Food
Bank)/Neighborhood
Organization
Market Analysis/Non-
Housing Community
Development Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting
(Invited), Opportunity
to Apply or Comment
Clearwater Neighborhood
Housing Services, Inc. (CNHS)
(dba Tampa Bay Neighborhood Housing Services)
Services-Fair Housing Housing Need
Assessment/Public
Housing Needs/Market Analysis
Email Outreach for
NOFA/Technical
Assistance Meeting (Attended), Opportunity
to Apply or Comment
Clearwater Urban Leadership
Coalition (CULC)
Services-
Health/Services-
Education/ Services-
Employment/Civic
Leaders
Anti-Poverty
Strategy/Non-Housing
Community Development
Strategy
Technical Review
Committee Member
Directions for Living Other (Services-
Mental Health)
Non-Homeless Special
Needs
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
Early Learning Coalition of
Pinellas County, Inc.
Services-
Children/Services-
Education
Anti-Poverty
Strategy/Non-Housing
Community Development
Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting
(Invited), Opportunity
to Apply or Comment
Gulfcoast Legal Services Other (Legal) Housing Need
Assessment/ Homelessness
Strategy/Market Analysis
Email Outreach for
NOFA/Technical Assistance Meeting
(Attended), Opportunity
to Apply or Comment
Habitat for Humanity of
Pinellas and West Pasco
Counties
Housing Housing Needs
Assessment/Market
Analysis
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
Home Share Pinellas Other (Services-
Housing)
Housing Needs
Assessment/Market Analysis
Email Outreach for
NOFA/Technical Assistance Meeting
(Invited), Opportunity
to Apply or Comment
City of Clearwater, FL 2023/2024 Annual Action Plan 15
Agency / Group /
Organization
Type What section of the Plan
was addressed by Consultation?
How was the Agency /
Group / Organization consulted and what are
the anticipated
outcomes of the
consultation or areas for improved coordination?
Homeless Emergency Project,
Inc. (HEP) Empowers
Services-Homeless Homelessness
Strategy/Homeless Needs-
Chronically Homeless,
Families with Children,
Veterans, Unaccompanied
Youth/Market Analysis
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
Hope Villages of America, Inc.
(fka RCS Pinellas)
Housing/Other (Food
Bank)
Homelessness
Strategy/Homeless Needs-Chronically Homeless,
Families with Children,
Veterans, Unaccompanied
Youth/Market Analysis
Email Outreach for
NOFA/Technical Assistance Meeting
(Attended), Opportunity
to Apply or Comment
Housing and Education
Alliance (HEA) USA
Other (Services-
Housing)
Housing Needs
Assessment/Market
Analysis
Email Outreach for
NOFA/Technical
Assistance Meeting (Attended), Opportunity
to Apply or Comment
InterCultural Advocacy
Institute (ICAI)/Hispanic
Outreach Center
Services-
Children/Services-
Education/Other
(Legal)
Market Analysis/Non-
Housing Community
Development Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
The Kimberly Home Housing/Services-
Health
Housing Needs
Assessment/Homelessness
Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
LiFT, FL Services -Persons
with Disabilities
Non-Homeless Special
Needs
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
Mattie Williams Neighborhood
Family Center (NFC)
Services-Children/
Services-Education/
Services-Employment
Market Analysis/Anti-
Poverty Strategy/Non-
Housing Community
Development Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting
(Invited), Opportunity
to Apply or Comment
Metropolitan Ministries Services-
Homeless/Other
(Food Bank)
Homelessness
Strategy/Homeless Needs-
Chronically Homeless,
Families with Children,
Veterans, Unaccompanied
Youth/Market Analysis
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
City of Clearwater, FL 2023/2024 Annual Action Plan 16
Agency / Group /
Organization
Type What section of the Plan
was addressed by Consultation?
How was the Agency /
Group / Organization consulted and what are
the anticipated
outcomes of the
consultation or areas for improved coordination?
Miracles Outreach Community
Development Center
Services-
Housing/Services-
Children
Housing Need
Assessment/Homelessness
Needs-Unaccompanied
Youth/Market Analysis
Email Outreach for
NOFA/Technical
Assistance Meeting
(Invited), Opportunity
to Apply or Comment
Personal Enrichment Through
Mental Health Services
(PEMHS), Inc.
Other (Services-
Mental Health)
Non-Homeless Special
Needs/Non-Housing
Community Development Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting (Attended), Opportunity
to Apply or Comment
Pinellas Community
Foundation
Optional
(Foundation)
Non-Homeless Special
Needs/Non-Housing
Community Development
Strategy
Technical Review
Committee Member
Pinellas County Homeless
Leadership Alliance
Services-
Homeless/Continuum
of Care
Homelessness
Strategy/Homeless Needs-
Chronically Homeless,
Families with Children,
Veterans, Unaccompanied
Youth/Market Analysis
Consultation, Research
of Reports and Plans,
Email Outreach
Pinellas Opportunity Council Services-Elderly
Persons
Non-Homeless Special
Needs
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
Prospera Florida (Hispanic
Business Initiative Fund of Florida)
Other (Economic
Development)
Market Analysis/Anti-
Poverty Strategy/Non-Housing Community
Development Strategy
Email Outreach for
NOFA/Technical Assistance Meeting
(Attended), Opportunity
to Apply or Comment
R’Club Child Care, Inc. Services-Children Market Analysis/Non-
Housing Community
Development Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
St. Vincent de Paul Community
Kitchen and Resource Center
Services-
Homeless/Other (Soup Kitchen)
Homeless Needs-
Chronically Homeless, Families with Children,
Veterans, Unaccompanied
Youth/Homelessness
Strategy
Email Outreach for
NOFA/Technical Assistance Meeting
(Attended), Opportunity
to Apply or Comment
City of Clearwater, FL 2023/2024 Annual Action Plan 17
Agency / Group /
Organization
Type What section of the Plan
was addressed by Consultation?
How was the Agency /
Group / Organization consulted and what are
the anticipated
outcomes of the
consultation or areas for improved coordination?
Suncoast Housing Connections
(fka Tampa Bay Community
Development Corporation
(CDC))
Housing/Services-Fair
Housing
Housing Need
Assessment/Market
Analysis
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
Tampa Bay Black Business
Investment Corporation, Inc.
(BBIC)
Other (Investment
Corporation)
Market Analysis/Anti-
Poverty Strategy/Non-
Housing Community Development Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting (Invited), Opportunity
to Apply or Comment
Tarpon Springs Housing
Authority
PHA Public Housing
Needs/Market Analysis
Consultation, Research
of Annual and 5-Year
PHA Plans; Email
Outreach for
NOFA/Technical Assistance Meeting
(Invited), Opportunity
to Apply or Comment
The Arc Tampa Bay Services-Persons with
Disabilities
Non-Homeless Special
Needs
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
The Salvation Army Services-Homeless Homelessness
Strategy/Homeless Needs-
Chronically Homeless,
Families with Children,
Veterans, Unaccompanied
Youth/Market Analysis
Technical Review
Committee Member
United Way Suncoast Services-
Children/Services-
Education/Services-Employment
Anti-Poverty
Strategy/Non-Housing
Community Development Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting (Attended), Opportunity
to Apply or Comment
WeeCare, Inc. Services-
Children/Other
(Daycare)
Anti-Poverty
Strategy/Non-Housing
Community Development
Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
WestCare, Gulfcoast-Florida,
Inc.
Services-Persons with
HIV/AIDS/Services-
Health/Other
(Services-Mental
Health)
Non-Homeless Special
Needs
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
City of Clearwater, FL 2023/2024 Annual Action Plan 18
Agency / Group /
Organization
Type What section of the Plan
was addressed by Consultation?
How was the Agency /
Group / Organization consulted and what are
the anticipated
outcomes of the
consultation or areas for improved coordination?
Willa Carson Health and
Wellness Center
Services-Health Non-Housing Community
Development Strategy
Email Outreach for
NOFA/Technical
Assistance Meeting
(Attended), Opportunity
to Apply or Comment
Table 2 – Agencies, groups, organizations who participated
IDENTIFY ANY AGENCY TYPES NOT CONSULTED AND PROVIDE RATIONALE FOR NOT
CONSULTING
During the development of the Consolidated Plan, the City of Clearwater consulted with the lead agency
for the CoC, local and county PHAs, affordable housing providers, various social service providers, City
departments, and civic leaders. Additionally, during the development of the 2023/2024 Annual Action
Plan, the citizens, including but not limited to low- and moderate-income residents and other entities
impacted by housing and community development activities, were noticed of funding availability, a
subrecipient grant application workshop (i.e., technical assistance meeting), posting of the draft Annual
Action Plan for a 30-day comment period, and meetings and public hearings of the NAHAB and City
Council. Such noticing occurred by email, City website, and newspaper advertisements. Other agencies
and organizations not directly consulted were consulted indirectly by research of published plans and
reports.
City of Clearwater, FL 2023/2024 Annual Action Plan 19
OTHER LOCAL/REGIONAL/STATE/FEDERAL PLANNING EFFORTS CONSIDERED WHEN
PREPARING THE PLAN
Name of Plan Lead Organization How do the goals of your Strategic
Plan overlap with the goals of
each plan?
Continuum of Care (CoC) Pinellas County Homeless
Leadership Alliance
Homelessness/Help to prevent and
reduce homelessness within the
City of Clearwater.
State Housing Initiatives
Partnership (SHIP) Local Housing
Incentives Strategy (LHIS) (2022)
and Local Housing Assistance Plan
(LHAP) (2021-2024)
City of Clearwater/State of Florida Housing/Provide availability of and
accessibility to decent affordable
housing for the residents of the
City of Clearwater (e.g.,
identification of barriers and
incentives strategies).
Strategic Plan (2023), Economic &
Housing Opportunity
City of Clearwater Economic Development/Support
programs that create economic
opportunities in the City of
Clearwater, particularly for persons
low- and moderate-income and in
NRSAs.
Tampa Bay Comprehensive
Economic Development Strategy
(CEDS), 2023-2027 (2022)
Tampa Bay Regional Planning
Council
Economic Development/Support
programs that create economic
opportunities in the City of
Clearwater, particularly for persons low- and moderate-income and in
NRSAs.
Table 3 – Other local / regional / federal planning efforts
NARRATIVE (OPTIONAL)
Many of the programs and activities that will be carried out by the City of Clearwater during the fourth
program year (2023/2024) will involve coordination with subrecipient agencies and organizations. The
City actively works with subrecipients to support the City’s goals of affordable housing, reduced
homelessness, accessible social services, enhanced living environment, and economic opportunity for
low- and moderate-income persons. At a minimum, implicit in these goals is the City’s commitment to
providing coordinated community, housing, and supportive services to its lower income residents. These
services are provided through not only City-administered CDBG and HOME programs, but also through
subrecipient partnerships, coordination with government and quasi-government agencies, and
respective planning efforts (see Table 3).
The City will continue to encourage partnerships between governments, lenders, builders, developers,
real estate professionals, and advocates for low-income persons. The City will continue to work with the
building industry, banking industry, real estate industry, social service providers and other community
groups to promote the development of affordable housing and related housing services.
City of Clearwater, FL 2023/2024 Annual Action Plan 20
AP-12 Participation – 91.105, 91.200(c)
SUMMARY OF CITIZEN PARTICIPATION PROCESS/EFFORTS MADE TO BROADEN CITIZEN
PARTICIPATION
The development of the Annual Action Plan requires a citizen participation process to obtain input from
residents and service providers that represent the City of Clearwater’s low- and moderate-income,
homeless, or special needs populations. The following section describes the citizen participation process
conducted by the City to develop the 2023/2024 Annual Action Plan.
During the development of the 2023/2024 Annual Action Plan, the City published a NOFA and held a
subrecipient grant application workshop (i.e., technical assistance meeting) to collect applications for
potential projects. The City of Clearwater’s NAHAB then convened to discuss the anticipated resources
and applications for potential projects. Applicants were provided an opportunity to present their
projects to the NAHAB for consideration. A Technical Review Committee also met to discuss project
eligibility specific to the City’s federally funded programs. Once potential projects were recommended
by the Technical Review Committee and selected by the NAHAB, the draft Annual Action Plan was
posted for a 30-day comment period. At the conclusion of the 30-day comment period, public hearings
were held with the NAHAB and City Council to approve the 2023/2024 Annual Action Plan for submittal
to HUD. Noticing of these events occurred by email, City website, and newspaper advertisements.
Notices for public meetings/hearings included information for persons needing reasonable
accommodations to participate. A summary of the citizen participation process is shown in Table 4.
Copies of advertisements, meeting minutes, and other documentation are included in the Appendix.
SUMMARIZE CITIZEN PARTICIPATION PROCESS AND HOW IT IMPACTED GOAL SETTING
Comments and concerns raised during the citizen participation process were taken into consideration
when developing the Annual Action Plan. The 2023/2024 Annual Action Plan is intended to support the
goals, objectives, and strategies of the Five-Year Consolidated Plan, and to address the priority needs of
the community. Applications for potential projects to be funded were considered by the NAHAB and
Technical Review Committee, and were selected based on available funding, eligibility of proposed
activities, and relevance to the Consolidated Plan. The selected projects support the City’s goals
pertaining to housing, homelessness, non-homeless special needs, community development and public
services, and economic development. Program administration activities, though not part of the
application process, are also included in the 2023/2024 Annual Action Plan. No activities pertaining to
emergency/disaster response are included in the fourth-year Annual Action Plan.
City of Clearwater, FL 2023/2024 Annual Action Plan 21
CITIZEN PARTICIPATION OUTREACH
Continued next page.
City of Clearwater, FL 2023/2024 Annual Action Plan 22
Sort
Order
Mode of Outreach Target of Outreach Summary of response/
attendance
Summary of comments
received
Summary of comments
not accepted and reasons
URL (If
applicable)
1 Other (Email Outreach) Other (Service Providers/Subrecip
ients)
February 14, 2023 Notice of Funding Availability
(NOFA)/Online Project
Application Process
emailed to service
providers/subrecipients
N/A www.myclearwater.com/affordabl
ehousing
2 Newspaper Ad Non-
Targeted/Broad Community
February 15, 2023 NOFA/Online Project
Application Process published in Tampa Bay
Times
N/A N/A
3 Internet Outreach Non-
Targeted/Broad
Community
February 15, 2023, thru
March 17, 2023
Online Project
Application Process
made available on the
City’s website
N/A www.myclearwat
er.com/affordabl
ehousing
4 Public Meeting Non-
Targeted/Broad
Community
March 1, 2023 City staff held
Subrecipient Grant
Application Workshop
(i.e., Technical
Assistance Meeting) for
project applicants;
provided information
regarding the City’s
federally funded
programs and
application process
Attendance noted; see
Appendix
N/A
5 Internet Outreach Non-
Targeted/Broad
Community
April-May 2023 Notice of NAHAB
meetings published
online to City’s website
and calendar
N/A https://www.myc
learwater.com/ne
ws-info/citywide-
calendar/city-
meetings;
https://www.myc
learwater.com/go
vernment/council
-meeting-
streaming-videos
City of Clearwater, FL 2023/2024 Annual Action Plan 23
Sort
Order
Mode of Outreach Target of Outreach Summary of response/
attendance
Summary of comments
received
Summary of comments
not accepted and reasons
URL (If
applicable)
6 Public Meeting Non-Targeted/Broad
Community
April 11, 2023; NAHAB Meeting Applicants presented potential projects to
NAHAB and Technical
Review Committee
All comments recorded; see Appendix
for meeting
agenda/minutes
https://www.myclearwater.com/go
vernment/council
-meeting-
streaming-videos
7 Other (Technical
Review Committee
Meeting)
Other (Technical
Review
Committee)
April 13, 2023;
Technical Review
Committee Meeting
Technical Review
Committee met to
discuss applications/ presentations
Attendance noted; see
Appendix
N/A
8 Public Hearing Non-
Targeted/Broad
Community
May 9, 2023; NAHAB
Meeting
Technical Review
Committee provided
recommendations to
NAHAB; NAHAB
provided input on
project selection/budget
allocations
All comments
recorded; see Appendix
for meeting
agenda/minutes
https://www.myc
learwater.com/go
vernment/council
-meeting-
streaming-videos
9 Newspaper Ad Non-
Targeted/Broad
Community
June 7, 2023 Plan summary, notice of
30-day comment period,
and notice of public
hearings published in
Tampa Bay Times
N/A N/A
10 Other (30-Day Public
Comment Period)
Non-
Targeted/Broad
Community
June 11, 2023, thru July
10, 2023
Draft document made
available on the City’s
website and hard-copy
locations (public
buildings)
N/A https://www.myc
learwater.com/M
y-
Government/Mee
ting-Agendas-
Records-and-
Documents/Publi
c-Notices-
Hearings#section-
3
City of Clearwater, FL 2023/2024 Annual Action Plan 24
Sort
Order
Mode of Outreach Target of Outreach Summary of response/
attendance
Summary of comments
received
Summary of comments
not accepted and reasons
URL (If
applicable)
11 Public Hearing Non-Targeted/Broad
Community
July 11, 2023; NAHAB Meeting Public hearing to receive NAHAB input on
plan/recommendation
All comments recorded; see Appendix
for meeting
agenda/minutes
https://www.myclearwater.com/go
vernment/council
-meeting-
streaming-videos
12 Public Hearing Non-
Targeted/Broad
Community
July 20, 2023; City
Council Meeting
Public hearing to receive
City Council input on
plan/approval
All comments
recorded; see Appendix
for meeting agenda/minutes
https://www.myc
learwater.com/go
vernment/council-meeting-
streaming-videos
Table 4 – Citizen Participation Outreach
City of Clearwater, FL 2023/2024 Annual Action Plan 25
EXPECTED RESOURCES
AP-15 Expected Resources – 91.220(c)(1,2)
INTRODUCTION
The Annual Action Plan must identify the federal, state, local, and private resources expected to be
available to the City to address the priority needs and goals identified in the Five-Year Consolidated Plan.
These resources are summarized in AP-15 (Table 5).
The City of Clearwater expects a total entitlement allocation of $913,337 in CDBG funding for the
2023/2024 program year. Program income for CDBG, on hand and estimated, is expected to be
approximately $1,274,537 (including $1,221,637 from the revolving loan program). Approximately
$1,138,092 is expected from prior-year resources to be carried over. CDBG funds will be used for
housing and community development activities including, but not limited to, housing-related
acquisition, homeless and special needs activities, public facilities and services, property acquisition and
demolition for slum/blight removal, economic development, and administration of the City’s CDBG
program.
The City of Clearwater expects a total entitlement allocation of $532,649 in HOME funding for the
2023/2024 program year. Program income from HOME, on hand and estimated, is expected to be
approximately $2,869,596 with approximately $2,477,254 in prior-year resources to be carried-over.
HOME funds will be used for housing activities such as housing-related acquisition and new
construction, down payment assistance, Tenant-Based Rental Assistance (TBRA), CHDO support, and
administration of the City’s HOME program.
The 2023/2024 Annual Action Plan represents “Year 4” of the 2020-2024 Consolidated Plan. The
expected amount available during the remainder of the Consolidated Plan is based on the estimated
amount remaining for the four-year period (i.e., 2021-2024) minus the entitlement allocations for Year 2
(2021/2022), Year 3 (2022/2023), and Year 4 (2023/2024) excluding program income and prior-year
resources.
The Annual Action Plan must summarize the City of Clearwater’s priority needs and the specific goals it
intends to initiate and/or complete within Year 4 of the Consolidated Plan. These goals must be
described in quantitative terms. The City has selected goal outcome indicators and quantities based on
the anticipated performance measures of the 2023/2024 Annual Action Plan. See AP-20 (Table 6).
City of Clearwater, FL 2023/2024 Annual Action Plan 26
ANTICIPATED RESOURCES
Program Source of
Funds
Uses of Funds Expected
Amount Available
Year 4,
Annual
Allocation: $
Expected
Amount Available
Year 4,
Program
Income: $
Expected
Amount Available
Year 4 Prior
Year
Resources: $
Expected
Amount Available
Year 4,
Total: $
Expected
Amount Available
Remainder of
Con Plan $
Narrative
Description
CDBG Public –
Federal
Acquisition, Admin and
Planning, Economic
Development, Housing,
Public Improvements,
Public Services
$913,337 * $1,274,537 $1,138,092 $3,325,966 $1,046,562 The Federal CDBG
allocation will be
used for housing and
community
development
activities. Funding
from other sources
may be leveraged
against CDBG dollars
for public benefit.
HOME Public –
Federal
Acquisition, Homebuyer
Assistance, Homeowner
Rehab, Multifamily Rental
New Construction,
Multifamily Rental Rehab,
New Construction for
Ownership, TBRA
$532,649 * $2,869,596 $2,477,254 $5,879,499 $529,564 The Federal HOME
allocation will be
used for housing
activities. Funding
from other sources
may be leveraged
against HOME dollars
for public benefit.
SHIP Public -
State
Acquisition, Homebuyer
Assistance, Homeowner
Rehab, Multifamily Rental
New Construction,
Multifamily Rental Rehab,
New Construction for
Ownership, TBRA
$1,365,854 $475,000 $0 $1,840,854 $0 The State SHIP
allocation will be
used to match
federal funding for
housing activities.
Table 5 – Expected Resources – Priority Table
*HUD 2023 Formula Allocation
Notes: Program income amounts are estimated amounts and actual amounts may differ if larger sums are received from loan payoffs. Prior year resource amounts were estimated based on activities
to be encumbered by the end of September 2023. These amounts will be updated during the 2023 program year close-out.
City of Clearwater, FL 2023/2024 Annual Action Plan 27
EXPLAIN HOW FEDERAL FUNDS WILL LEVERAGE THOSE ADDITIONAL RESOURCES (PRIVATE,
STATE, AND LOCAL FUNDS), INCLUDING A DESCRIPTION OF HOW MATCHING REQUIREMENTS
WILL BE SATISFIED
Other resources, such as private and non-federal public sources may become available to the City of
Clearwater during the program year. For CDBG leveraging, these resources may include funding from
State Housing Initiatives Partnership (SHIP), Community Redevelopment Agency (CRA), City departments
(e.g., Engineering, Parks, and Recreation, etc.), non-profit public facility or service providers, or other
sources. The City will also look to leverage funds, if available, from lending institutions, homeowner
contributions, SHIP, CHDOs, PHA, and other housing partners/agencies against HOME dollars. The City
shall assure that HUD requirements as they relate to non-Federal share will be utilized as referenced in
24 CFR 570.201(3)(g) for any project in which CDBG or HOME funding is used as the non-federal match.
In the future, the City will continue to aggressively pursue funding from private, public, and federal
sources to address housing and community development needs.
City of Clearwater, FL 2023/2024 Annual Action Plan 28
IF APPROPRIATE, DESCRIBE PUBLICLY OWNED LAND OR PROPERTY LOCATED WITHIN THE
JURISDICTION THAT MAY BE USED TO ADDRESS THE NEEDS IDENTIFIED IN THE PLAN
The City of Clearwater owns properties within low- and moderate-income areas of its jurisdiction. The
City also maintains an “Affordable Housing Inventory List” that is updated periodically by City resolution.
As of the most recent iteration, approved in June 2022 with the adoption of Resolution No. 22-13, there
are five (5) properties on this list. These properties are vacant and located on the following streets:
South Martin Luther King Jr. Ave., Taft Ave., Grant St. (2), and Vine Ave. As part of the City’s reporting for
the SHIP program, the City’s Affordable Housing Advisory Committee (AHAC) regularly reviews this list
for opportunities to support affordable housing production in coordination with local developers and
other housing partners/agencies. This list will be updated in 2025. Currently, the five (5) properties on
the list represent three (3) development opportunities for affordable housing.
DISCUSSION
The City’s anticipated funding allocation from CDBG and HOME will address many of the City’s goals,
including those pertaining to housing, homelessness, non-homeless special needs, community
development and public services, and economic development. Program administration activities, though
not part of the application process, will also be funded. No activities pertaining to emergency/disaster
response are included in the fourth-year Annual Action Plan; however, this goal is reserved for future
unforeseen needs should they arise. The City is fortunate to have a network of public service providers
and partner agencies to help address these goals through financial leveraging with non-federal sources
such as SHIP and other private, public, and federal sources.
City of Clearwater, FL 2023/2024 Annual Action Plan 29
ANNUAL GOALS AND OBJECTIVES
AP-20 Annual Goals and Objectives
GOALS SUMMARY INFORMATION
Continued next page.
City of Clearwater, FL 2023/2024 Annual Action Plan 30
Sort
Order
Goal Name Start
Year
End
Year
Category Geographic Area Needs Addressed Funding Goal Outcome
Indicator
1 Program
Administration
2023 2024 Other
(Administration)
Citywide Low- and
Moderate-Income Areas
Program Administration CDBG:
$182,667; HOME:
$62,764;
SHIP:
$159,585
Other: 0 Other (N/A)
2 Housing 2023 2024 Affordable
Housing; Public
Housing
Citywide Low- and
Moderate-Income
Areas; North Greenwood NRSA
Housing New
Construction (Owner
and Rental); Homeowner Assistance;
Rental Assistance
CDBG:
$1,213,285;
HOME: $5,816,735;
SHIP:
$1,681,269
Rental units
constructed: 100
Household/Housing Unit; Homeowner
Housing Added: 15
Household/Housing
Unit; Tenant-Based
Rental Assistance/Rapid
Rehousing: 60
Households Assisted;
Direct Financial
Assistance to Homebuyers: 12
Households Assisted
3 Homelessness 2023 2024 Homeless Citywide Low- and
Moderate-Income
Areas; North
Greenwood NRSA;
Lake Bellevue NRSA; Downtown
Gateway District
NRSA
Facilities/Services for
Homeless Adults &
Families; Case
Management;
Community Resource & One-Stop Referral
Centers
CDBG:
$294,449
Public Facility or
Infrastructure
Activities other than
Low/Moderate Income
Housing Benefit: 4,630 Persons Assisted;
Public service activities
other than
Low/Moderate Income
Housing Benefit: 280
Persons Assisted
City of Clearwater, FL 2023/2024 Annual Action Plan 31
Sort
Order
Goal Name Start
Year
End
Year
Category Geographic Area Needs Addressed Funding Goal Outcome
Indicator
4 Non-Homeless
Special Needs
2023 2024 Non-Homeless
Special Needs
Citywide Low- and
Moderate-Income Areas; North
Greenwood NRSA
Behavioral/Mental
Health/Substance Abuse Services; Case
Management;
Facilities/Services for
Persons with Disabilities
CDBG:
$261,022
Public Facility or
Infrastructure Activities other than
Low/Moderate Income
Housing Benefit:
10,978 Persons
Assisted; Public service activities other than
Low/Moderate Income
Housing Benefit: 125
Persons Assisted
5 Community
Development and
Public Services
2023 2024 Non-Housing
Community
Development
Citywide Low- and
Moderate-Income
Areas; North Greenwood NRSA;
Downtown
Gateway District
NRSA
Behavioral/Mental
Health/Substance Abuse
Services; Health Services;
Facilities/Services for
Youth; Legal Services;
Public
Utility/Infrastructure
Improvements; Public
Park Improvements;
Community
Building/Facility
Rehab/Retrofit;
Pedestrian/Sidewalk/
Transportation/Roadway
Improvements; Code
Enforcement/Blight
Elimination
CDBG:
$986,191
Public Facility or
Infrastructure
Activities other than Low/Moderate Income
Housing Benefit: 564
Persons Assisted;
Public service activities
other than Low/Moderate Income
Housing Benefit: 285
Persons Assisted;
Other: 3 Other
6 Economic
Development
2023 2024 Non-Housing
Community
Development
Citywide Low- and
Moderate-Income
Areas
Building Facade
Improvements;
Economic
Opportunity/Business
Assistance
CDBG:
$388,352
Facade
treatment/business building rehabilitation:
5 Business; Businesses
assisted: 42 Businesses
Assisted
City of Clearwater, FL 2023/2024 Annual Action Plan 32
Sort
Order
Goal Name Start
Year
End
Year
Category Geographic Area Needs Addressed Funding Goal Outcome
Indicator
7 Emergency/
Disaster Response
2023 2024 Other
(Emergency/ Disaster
Response)
Citywide Low- and
Moderate-Income Areas
Emergency/Disaster
Response (TBD) based on urgent Need
CDBG: $0;
HOME: $0
Other: 0 Other (N/A)
Table 6 – Goals Summary
*Note: Includes funding from CDBG Revolving Loan Fund
City of Clearwater, FL 2023/2024 Annual Action Plan 33
GOAL DESCRIPTIONS
Sort Order 1
Goal Name Program Administration
Goal Description Administer the City of Clearwater’s federally funded grant programs to implement the goals of the Five-Year Consolidated Plan. | CDBG:
$182,667; HOME: $62,764; SHIP: $159,585
Sort Order 2
Goal Name Housing
Goal Description Provide availability of and accessibility to decent affordable housing for the residents of the City of Clearwater. | CDBG: $1,213,285*
(See note below); HOME: $5,816,735; SHIP: $1,681,269
Sort Order 3
Goal Name Homelessness
Goal Description Help to prevent and reduce homelessness within the City of Clearwater. | CDBG: $294,449
Sort Order 4
Goal Name Non-Homeless Special Needs
Goal Description Expand the accessibility and coordination of social services to City of Clearwater special needs populations. | CDBG: $261,022
Sort Order 5
Goal Name Community Development and Public Services
Goal Description Enhance the living environment for persons in low- and moderate-income areas through community development activities, public
service programs, and elimination of blight. | CDBG: $986,191
Sort Order 6
Goal Name Economic Development
Goal Description Support programs that create economic opportunities in the City of Clearwater, particularly for persons of low and moderate income
and in Neighborhood Revitalization Strategy Areas (NRSAs). | CDBG: $388,352
Sort Order 7
Goal Name Emergency/Disaster Response
Goal Description Provide assistance prior to, during, and after a community emergency and/or disaster event to prepare for and/or mitigate loss, protect
during and event, and aid with recovery. | CDBG: $0 | HOME: $0 [Priority needs to be determined (TBD) based on urgent need.]
*Note: Includes funds in Revolving Loan Program (CDBG)
City of Clearwater, FL 2023/2024 Annual Action Plan 34
ESTIMATE THE NUMBER OF EXTREMELY LOW-INCOME, LOW-INCOME, AND MODERATE-
INCOME FAMILIES TO WHOM THE JURISDICTION WILL PROVIDE AFFORDABLE HOUSING AS
DEFINED BY HOME 91.215(B)
Through the available CDBG and HOME funding for the 2023/2024 program year, the City will provide
affordable housing activities to support approximately 187 low- and moderate-income households.
Activities to support low- and moderate-income households will include acquisition and/or new
construction of affordable housing, down payment assistance, and rental assistance. Additionally, the
City will fund homebuyer education and counseling activities toward homeownership using State SHIP
funding (i.e., not CDBG or HOME).
City of Clearwater, FL 2023/2024 Annual Action Plan 35
PROJECTS
AP-35 Projects – 91.220(d)
INTRODUCTION
The City’s planned actions for the 2023/2024 Annual Action Plan are intended to support housing and
community development for the City’s low- and moderate-income, homeless, and special needs
populations.
The City will continue to operate its CDBG and HOME programs through the Economic Development and
Housing Department, which will continue to provide funding for housing rehabilitation, housing
construction, and homeownership assistance. These actions will further the goal of improving the
availability of and accessibility to affordable housing in Clearwater.
As in the past, the City will continue to coordinate with housing and public service providers to address
the needs of homeless and non-homeless special needs populations generally assumed to be low- and
moderate-income. During the 2023/2024 program year, the City will fund activities that provide public
services to the homeless and those at risk of becoming homeless, persons with disabilities, persons with
mental health or substance abuse challenges, and youth and families of low- and moderate-income.
Planned community development activities include improvements to public facilities that serve these
populations and economic development activities that may support business assistance and building
façade improvements.
The City’s planned actions for the 2023/2024 Annual Action Plan are summarized in AP-35 and AP-38
(see Table 7).
City of Clearwater, FL 2023/2024 Annual Action Plan 36
PROJECTS
Sort
Order
Project Name
1 City of Clearwater – CDBG General Administration/Planning
2 City of Clearwater – HOME General Administration/Planning
3 City of Clearwater – Administration from Program Income
4 City of Clearwater – SHIP General Administration/Planning
5 Creation and Preservation of Rental Housing
6 Creation and Preservation of Owner-Occupied Housing
7 Home Purchase Assistance/Loan Processing
8 Tenant-Based Rental Assistance (TBRA)
9 CHDO Set-Aside – FY 23-24
10 Homebuyer/Homeowner Education and Counseling
11 Homeless Emergency Project – Housing Navigation Services
12 HOPE Villages of America – HVAC Project
13 The Kimberly Home – Transitional Housing Program Salary Support
14 Metropolitan Ministries – Community Navigation/Homeless Prevention Services
15 St. Vincent de Paul CKRC – Facilities Rehab/Renovation
16 Directions for Living – Facility Improvement
17 HOPE Villages of America – Domestic Violence Shelter Advocate
18 Personal Enrichment Through Mental Health Services - Keyless Entry Safety Project
19 The Arc Tampa Bay – Facility Renovations
20 WestCare GulfCoast-Florida/A Turning Point - Case Manager Salary Support
21 Gulfcoast Legal Services – Housing Legal Services
22 InterCultural Advocacy Institute – Youth Leaders Partnership
23 Personal Enrichment Through Mental Health Services – Community Navigator Salary Support
24 Property Acquisition and Demolition – Slum/Blight Removal
25 R’Club Child Care – Safety Improvements
26 Willa Carson Health and Wellness Center – ADA Accessibility
27 TBD – Public Facility and/or Infrastructure Activities
28 TBD – Economic Development Activities
Table 7 – Project Information
City of Clearwater, FL 2023/2024 Annual Action Plan 37
DESCRIBE THE REASONS FOR ALLOCATION PRIORITIES AND ANY OBSTACLES TO ADDRESSING
UNDERSERVED NEEDS
The allocation priorities are focused on six (6) goals from the Consolidated Plan: program
administration, housing, homelessness, non-homeless special needs, community development and
public services, and economic development. No funding was allocated to emergency/disaster response;
however, this goal is reserved for unforeseen urgent need activities.
Strategic Plan Goal CDBG + HOME (% of Total Funding)*
Program Administration $245,431 (2.7%)
Housing $7,030,020 (76.4%)
Homelessness $294,449 (3.2%)
Non-Homeless Special Needs $261,022 (2.8%)
Community Development and Public Services $986,191 (10.7%)
Economic Development $388,352 (4.2%)
Emergency/Disaster Response $0 (0.0%)
TOTAL $9,205,465
*Includes program income and prior year resources. Excludes SHIP (State) resources. Percentages have been rounded.
It is important to note that total funding for public services is capped at 15% of the total CDBG
allocation. Total funding for activities related to administration is capped at 20% for CDBG and 10% for
HOME. For the 2023/2024 program year, just under 15% ($136,998) of the CDBG allocation is
programmed for public services and 20% ($182,667) and 10% ($53,264) are programmed for
administration of CDBG and HOME, respectively. The programmed set-aside for CHDO activities is 27%
of the HOME allocation.
The COVID-19 pandemic and more recently economic inflation have further increased the needs of
lower income residents. Combined, these events have generally increased the demand for public
services, which places additional burden on housing and public service providers within the city.
Although HUD previously waived public service and administration caps for some federally funded
programs, these served as only temporary solutions to ongoing economic obstacles for lower income
residents.
In Clearwater, the lack of available land and rapidly rising housing prices continue to be a barrier to
affordable housing. Rapidly rising housing prices have also increased the need for affordable rental units
for households priced out of the owner market. Affordable rental development projects are needed to
offset the large proportion of high-end apartment complexes in the city.
City of Clearwater, FL 2023/2024 Annual Action Plan 38
AP-38 Project Summary
PROJECT SUMMARY INFORMATION
Sort Order 1
Project Name City of Clearwater – CDBG General Administration/Planning
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Program Administration
Needs Addressed Program Administration
Funding CDBG: $182,667
Description Administration of CDBG program.
Target Date 9/30/2024
Estimate the number
and type…
Other: 0 other
Location Description 600 Cleveland St., Suite 600, Clearwater, FL 33755 (Citywide/Clearwater)
Planned Activities Administration of CDBG program
Sort Order 2
Project Name City of Clearwater – HOME General Administration/Planning
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Program Administration
Needs Addressed Program Administration
Funding HOME: $53,264
Description Administration of HOME program.
Target Date 9/30/2024
Estimate the number
and type…
Other: 0 other
Location Description 600 Cleveland St., Suite 600, Clearwater, FL 33755 (Citywide/Clearwater)
Planned Activities Administration of HOME program
Sort Order 3
Project Name City of Clearwater – Administration from Program Income
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Program Administration
Needs Addressed Program Administration
Funding HOME: $9,500; SHIP: $23,000
Description Administration of HOME and SHIP programs; funding from program income.
Target Date 9/30/2024
Estimate the number
and type…
Other: 0 other
Location Description 600 Cleveland St., Suite 600, Clearwater, FL 33755 (Citywide/Clearwater)
Planned Activities Program administration
Sort Order 4
Project Name City of Clearwater – SHIP General Administration/Planning
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Program Administration
Needs Addressed Program Administration
City of Clearwater, FL 2023/2024 Annual Action Plan 39
Funding SHIP: $136,585
Description Administration of SHIP program.
Target Date 9/30/2024
Estimate the number
and type…
Other: 0 other
Location Description 600 Cleveland St., Suite 600, Clearwater, FL 33755 (Citywide/Clearwater)
Planned Activities Administration of SHIP program
Sort Order 5
Project Name Creation and Preservation of Rental Housing
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Housing
Needs Addressed Housing New Construction (Owner and Renter)
Funding CDBG: $100,000; CDBG (RLF): $531,005; HOME: $3,851,067; SHIP: $781,269 [Federal
Total: $4,482,072]
Description Funds provided as loans for construction of multi-family units.
Target Date 9/30/2024
Estimate the number
and type…
Rental Units Constructed: 100 household/housing units
Location Description Citywide
Planned Activities Multi-family housing construction (including land acquisition, if applicable)
Sort Order 6
Project Name Creation and Preservation of Owner-Occupied Housing
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Housing
Needs Addressed Housing New Construction (Owner and Renter)
Funding CDBG: $100,000; CDBG (RLF): $482,280; HOME: $1,000,000; SHIP: $600,000 [Federal
Total: $1,582,280]
Description Funds provided as loans for construction of single-family homes.
Target Date 9/30/2024
Estimate the number
and type…
Homeowner Housing Added: 14 household/housing units
Location Description Citywide
Planned Activities Single-family housing construction (including land acquisition, if applicable)
Sort Order 7
Project Name Home Purchase Assistance/Loan Processing
Target Area Citywide Low- and Moderate-Income Areas; North Greenwood NRSA
Goals Supported Housing
Needs Addressed Homeowner Assistance
Funding HOME: $500,000; SHIP: $250,000 [Federal Total: $500,000]
Description Funds and related loan processing services for direct financial assistance to
qualified/eligible low- and moderate-income households for Home Purchase
Assistance.
Target Date 9/30/2024
City of Clearwater, FL 2023/2024 Annual Action Plan 40
Estimate the number
and type…
Direct Financial Assistance to Homebuyers: 12 households assisted
Location Description Citywide; 2139 NE Coachman Rd., Clearwater, FL 33765; 608 N. Garden Ave.,
Clearwater, FL 33755
Planned Activities Home Purchase Assistance program and related administration (City-administered,
existing homes)
Sort Order 8
Project Name Tenant-Based Rental Assistance (TBRA)
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Housing
Needs Addressed Rental Assistance
Funding HOME: $321,400
Description Funds provided for Tenant-Based Rental Assistance to eligible households.
Target Date 9/30/2024
Estimate the number
and type…
Tenant-Based Rental Assistance/Rapid Rehousing: 60 households assisted
Location Description Citywide
Planned Activities Tenant-Based Rental Assistance program/administration
Sort Order 9
Project Name CHDO Set-Aside – FY 23-24
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Housing
Needs Addressed Housing New Construction (Owner and Renter)
Funding HOME: $144,268
Description Community Housing Development Organization (CHDO) Set-Aside. Funds mandated
to local CHDO to carry out housing activities.
Target Date 9/30/2024
Estimate the number
and type…
Homeowner Housing Added: 1 household/housing unit
Location Description Citywide
Planned Activities CHDO Set-Aside
Sort Order 10
Project Name Homebuyer/Homeowner Education and Counseling
Target Area Citywide Low- and Moderate-Income Areas; North Greenwood NRSA
Goals Supported Housing
Needs Addressed Homeowner Assistance
Funding SHIP: $50,000 [Federal Total: $0]
Description Funds provided for homeownership education and counseling for low- to moderate-
income households.
Target Date 9/30/2024
Estimate the number
and type…
Other: 0 other
Location Description Citywide; 2139 N.E. Coachman Rd., Clearwater, FL 33765; 608 N. Garden Ave.
Clearwater, FL 33755
City of Clearwater, FL 2023/2024 Annual Action Plan 41
Planned Activities Homeownership education and counseling
Sort Order 11
Project Name Homeless Emergency Project – Housing Navigation Services
Target Area North Greenwood NRSA
Goals Supported Homelessness
Needs Addressed Facilities/Services for Homeless Adults & Families; Case Management
Funding CDBG: $15,983
Description Funds provided for salary support and fringe benefits for a new full-time Housing
Navigator (1 FTE) position.
Target Date 9/30/2024
Estimate the number
and type…
Public Service Activities other than Low/Moderate Income Housing Benefit: 150
persons assisted
Location Description 1120 N. Betty Ln., Clearwater, FL 33755
Planned Activities The position will work together with case managers, CoC partners, and the
Clearwater and Pinellas County Housing Authorities to link participants to Stability
Vouchers as they are made available and financial assistance with move-in costs. The
principles of HEP’s Housing Stabilization Planning center around resolving the housing
crisis by utilizing a Housing First approach. For clients not currently housed, the
primary goal is to develop a strategy to assist them in securing housing. Once housed,
the goal is to ensure that adequate supports are in place and linkages to supportive
services are made so the client can stabilize and maintain housing. (Matrix Code 05Z)
Sort Order 12
Project Name HOPE Villages of America – HVAC Project
Target Area Lake Bellevue NRSA
Goals Supported Homelessness
Needs Addressed Facilities/Services for Homeless Adults & Families
Funding CDBG: $95,000
Description Funds provided for rehabilitation of the HVA Food Bank.
Target Date 9/30/2024
Estimate the number
and type…
Public Facility or Infrastructure Activities other than Low/Moderate Income Housing
Benefit: 960 persons assisted
Location Description 700 Druid Rd. E., Clearwater, FL 33756
Planned Activities These improvements include installation of HVAC system, refrigerator and freezer
doors, and sheet metal kick plates; renovation of the volunteer breakroom; and
installation of exterior awning. (Matrix Code 03E)
Sort Order 13
Project Name The Kimberly Home – Transitional Housing Program Salary Support
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Homelessness
Needs Addressed Facilities/Services for Homeless Adults & Families; Case Management
Funding CDBG: $15,983
Description Funds provided for salary support and fringe benefits for a full-time Resident Advisor
position and partial support of a Housing Director position.
Target Date 9/30/2024
City of Clearwater, FL 2023/2024 Annual Action Plan 42
Estimate the number
and type…
Public Service Activities other than Low/Moderate Income Housing Benefit: 30
persons assisted
Location Description 1189 NE Cleveland St., Clearwater, FL 33755
Planned Activities Salary support and fringe benefits for positions; includes time presenting educational
classes to support the Transitional Housing Program. (Matrix Code 05Z)
Sort Order 14
Project Name Metropolitan Ministries – Community Navigation/Homeless Prevention Services
Target Area North Greenwood NRSA
Goals Supported Homelessness
Needs Addressed Facilities/Services for Homeless Adults & Families; Case Management
Funding CDBG: $15,983
Description Funds provided for salary support and fringe benefits for a full-time Community
Navigator position.
Target Date 9/30/2024
Estimate the number
and type…
Public Service Activities other than Low/Moderate Income Housing Benefit: 100
persons assisted
Location Description 608 N Garden Ave., Clearwater, FL 33755
Planned Activities The position provides community navigation and homeless prevention services to
Clearwater residents to help families quickly and efficiently access resources in their
own neighborhood in order to maintain stable housing and overall wellness. The
Community Navigator will provide resources and referrals for food, housing,
healthcare, transportation, childcare, counseling, and education/employment. [05Z]
Sort Order 15
Project Name St. Vincent de Paul CKRC – Facilities Rehab/Renovation
Target Area Downtown Gateway District NRSA
Goals Supported Homelessness
Needs Addressed Facilities/Services for Homeless Adults & Families; Community Resource & One-Stop
Referral Centers
Funding CDBG: $151,500
Description (1) Funds provided for exterior rehabilitation for the safety of those who visit the
community kitchen including repairing and resurfacing the entrance parking lot,
which is damaged and presents a hazard to pedestrians as they enter. (2) Funds
provided for interior renovations to bring additional homeless service providers to
the Resource Center to better serve clients and help them move to self-sufficiency.
Target Date 9/30/2024
Estimate the number
and type…
Public Facility or Infrastructure Activities other than Low/Moderate Income Housing
Benefit: 3,670 persons assisted
Location Description 1345 Park St., Clearwater, FL 33756; 1339 Park St., Clearwater, FL 33756
Planned Activities (1) Exterior rehabilitation includes reducing the angle of the hill at the entrance,
leveling the parking lot, repaving the lot, and creating a paver entrance in the lot at
the courtyard gate. The activity also includes creation of a mural to enhance the
aesthetic quality of the facility and contribute to the beautification of the area; the
mural will be located on the second floor 25' x 10' wall facing Cleveland Street, which
is currently undergoing revitalization. (2) The interior renovation project includes
converting the space formerly used for showers and laundry into administrative
City of Clearwater, FL 2023/2024 Annual Action Plan 43
offices to make space available to therapists, addiction specialists, and housing
providers. (Matrix Code 03Z)
Sort Order 16
Project Name Directions for Living – Facility Improvement
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Non-Homeless Special Needs
Needs Addressed Behavioral/Mental Health Services & Substance Abuse Services; Case Management
Funding CDBG: $94,914
Description Funds provided for facility improvements at the Clearwater trauma-informed
treatment and recovery center.
Target Date 9/30/2024
Estimate the number
and type…
Public Facility or Infrastructure Activities other than Low/Moderate Income Housing
Benefit: 10,826 persons assisted
Location Description 1437 S. Belcher Rd., Clearwater, FL 33764
Planned Activities Facility improvements include: 1) partial replacement of the flooring consisting of a
combination of high-quality vinyl flooring in all high traffic areas such as lobbies and
hallways and high-quality carpet tiles in offices where soundproofing is needed for
ensuring client privacy, 2) installation of a 4" cove base, and 3) installation of a
concrete slab cap to protect the exposed parapet half wall. (Matrix Code O3Z)
Sort Order 17
Project Name HOPE Villages of America – Domestic Violence Shelter Advocate
Target Area North Greenwood NRSA
Goals Supported Non-Homeless Special Needs
Needs Addressed Case Management
Funding CDBG: $10,275
Description Funds provided for salary support and fringe for one part-time Advocate for the
domestic violence shelter program for women and children who become homeless
due to domestic violence.
Target Date 9/30/2024
Estimate the number
and type…
Public Service Activities other than Low/Moderate Income Housing Benefit: 25
persons assisted
Location Description Undisclosed (Domestic Violence Shelter)
Planned Activities Advocates assess survivors (along with their children) upon entrance to the shelter
and form a plan to help them gain back control of their lives and become self-
sufficient. Advocates assist the survivors in working their plan, which could include
resume writing, job searches, interview tips, documentation gathering, benefit
assistance, referrals, and more. (Matrix Code 05G)
Sort Order 18
Project Name Personal Enrichment Through Mental Health Services – Keyless Entry Safety Project
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Non-Homeless Special Needs
Needs Addressed Behavioral/Mental Health/Substance Abuse Services; Case Management
Funding CDBG: $38,000
Description Funds provided for safety and security improvements at the behavioral health care
organization's main campus offering crisis and emergency mental health services.
City of Clearwater, FL 2023/2024 Annual Action Plan 44
Target Date 9/30/2024
Estimate the number
and type…
Public Facility or Infrastructure Activities other than Low/Moderate Income Housing
Benefit: 95 persons assisted
Location Description 11254 58th St. N., Pinellas Park, FL 33782
Planned Activities The project includes installation of a Net2 keyless entry access control system to
passageways with the most client traffic, wiring to 8 main doors, installation of boxes
(external panel, door control unit and internal monitor), desktop enrollment reader
setup, ISO cards programming, and system security check. (Matrix Code 03Z)
Sort Order 19
Project Name The Arc Tampa Bay – Facility Renovations
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Non-Homeless Special Needs
Needs Addressed Facilities/Services for Persons with Disabilities
Funding CDBG: $95,000
Description Funds provided for Phase 1 of public facility renovations to the Adult Day Training
(ADT) program site for intellectually/developmentally disabled adults.
Target Date 9/30/2024
Estimate the number
and type…
Public Facility or Infrastructure Activities other than Low/Moderate Income Housing
Benefit: 57 persons assisted
Location Description 1501 N. Belcher Rd. Ste. 249, Clearwater, FL 33765
Planned Activities Facility renovations will create five additional classrooms and one new bathroom;
subdivide two large workshops into smaller rooms; and add a hood for ventilation in
an existing instructional kitchen. These renovations will enable TATB to revise
program offerings and accommodate more day program participants. (Matrix Code
03B)
Sort Order 20
Project Name WestCare GulfCoast-Florida/A Turning Point – Case Manager Salary Support
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Non-Homeless Special Needs
Needs Addressed Behavioral/Mental Health Services & Substance Abuse Services; Case Management
Funding CDBG: $22,833
Description Funds provided for partial salary support and fringe for a full-time Case Manager at
the A Turning Point (ATP) facility, an inebriate shelter.
Target Date 9/30/2024
Estimate the number
and type…
Public Service Activities other than Low/Moderate Income Benefit: 100 persons
assisted
Location Description 1801 5th Ave. N., St. Petersburg, FL 33713
Planned Activities This staff position is responsible for the delivery of individual, group, and family
counseling services, screening, assessment, crisis management and linkage to other
needed services. ATP is an emergency intervention shelter and inebriate receiving
facility that provides emergency shelter services for homeless adults with substance
use problems, many of whom also have co-occurring mental health problems. (Matrix
Code 05F)
Sort Order 21
Project Name Gulfcoast Legal Services – Housing Legal Services
City of Clearwater, FL 2023/2024 Annual Action Plan 45
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Community Development & Public Services
Needs Addressed Legal Services
Funding CDBG: $22,833
Description Funds provided for supplementing the wages for one housing attorney (0.1 FTE), the
Chief Advocacy Officer (0.1 FTE), and one paralegal (0.2 FTE).
Target Date 9/30/2024
Estimate the number
and type…
Public Service Activities other than Low/Moderate Income Housing Benefit: 25
persons assisted
Location Description 501 1st Ave. N., St. Petersburg, FL 33701
Planned Activities Expenses include general operating expenses associated with the FTEs assigned to the
project. Services will be billed at a unit cost rate to provide legal services under the
Housing Legal Services Program. (Matrix Code 05C)
Sort Order 22
Project Name InterCultural Advocacy Institute – Youth Leaders Partnership
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Community Development & Public Services
Needs Addressed Facilities/Services for Youth
Funding CDBG: $22,833
Description Funds provided for salary support and fringe benefits for Family Facilitator and Family
Support Specialist contractual positions, a portion of a Driver position, a Child Care
Assistant position, and a Student Support contractor position for the Youth Leaders
Partnership program.
Target Date 9/30/2024
Estimate the number
and type…
Public Service Activities other than Low/Moderate Income Housing Benefit: 60
persons assisted
Location Description 612 Franklin St., Clearwater, FL 33756
Planned Activities Salary support for Youth Leaders Partnership program that provides youth services.
(Matrix Code 05D)
Sort Order 23
Project Name Personal Enrichment Through Mental Health Services – Community Navigator Salary
Support
Target Area North Greenwood NRSA
Goals Supported Community Development & Public Services
Needs Addressed Behavioral/Mental Health/Substance Abuse Services
Funding CDBG: $10,275
Description Funds provided for salary support and fringe benefits for a Community Navigator (1
FTE) position to provide wrapped case management support and services for
Clearwater residents seeking assistance within the community.
Target Date 9/30/2024
Estimate the number
and type…
Public Service Activities other than Low/Moderate Income Housing Benefit: 200
persons assisted
Location Description North Greenwood Resource Center, 1310 N. Martin Luther King Jr. Ave., Clearwater,
FL 33755
City of Clearwater, FL 2023/2024 Annual Action Plan 46
Planned Activities Salary support for a Community Navigator (1 FTE) to help residents link to and access
available resources and services that will strengthen the overall sustainability and
stabilization of residents. (Matrix Code 05Z)
Sort Order 24
Project Name Property Acquisition and Demolition – Slum/Blight Removal
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Community Development & Public Services
Needs Addressed Code Enforcement/Blight Elimination
Funding CDBG: $255,000
Description Property acquisition and demolition for removal of slum/blight.
Target Date 9/30/2024
Estimate the number
and type…
Other: 3 other
Location Description Citywide
Planned Activities Property acquisition and demolition for removal of slum/blight. (Matrix Codes 01, 02,
04, or 04A)
Sort Order 25
Project Name R’Club Child Care – Safety Improvements
Target Area Downtown Gateway NRSA
Goals Supported Community Development & Public Services
Needs Addressed Facilities/Services for Youth
Funding CDBG: $67,727
Description Funds provided for safety improvements at the Gateway Early Learning Academy to
improve playground safety for young children.
Target Date 9/30/2024
Estimate the number
and type…
Public Facility or Infrastructure Activities other than Low/Moderate Income Housing
Benefit: 44 persons assisted
Location Description 211 S. Missouri Ave., Clearwater, FL 33756
Planned Activities The project includes replacing the existing rubber safety surface on the playground
outside the toddler classroom and installing a hip roof style shade structure over the
toddler play area. The existing toddler playground rubber safety surface is irregular
and unlevel from invading tree roots and presents a tripping hazard for young
children. The proposed playground safety improvements include removal of the old
rubber safety surface, trees removal in the toddler play area, preparing the ground
for a new safety surface, installation of a new hip roof shade shelter, and adding the
pour-in-place rubber safety surface. (Matrix Code 03M)
Sort Order 26
Project Name Willa Carson Health and Wellness Center – ADA Accessibility
Target Area North Greenwood NRSA
Goals Supported Community Development & Public Services
Needs Addressed Health Services; Community Building/Facility Rehab/Retrofit
Funding CDBG: $17,000
Description Funds provided for Americans with Disabilities Act (ADA) improvements to update the
clinic’s entrances to meet ADA compliance.
Target Date 9/30/2024
City of Clearwater, FL 2023/2024 Annual Action Plan 47
Estimate the number
and type…
Public Facility or Infrastructure Activities other than Low/Moderate Income Housing
Benefit: 520 persons assisted
Location Description 1108 N. Martin Luther King Jr. Ave., Clearwater, FL 33755
Planned Activities ADA improvements include: (1) transitioning the entrance doors to a push button
entry for wheelchair access to meet ADA compliance and (2) replacing a turn handle
knob with a panic bar on a second door for easy exiting in the event of an emergency.
(Matrix Code 03P)
Sort Order 27
Project Name TBD – Public Facility and/or Infrastructure Projects
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Community Development & Public Services
Needs Addressed Public Utility/Infrastructure Improvements; Public Park Improvements; Community
Building/Facility Rehab/Retrofit; Pedestrian/Sidewalk/Transit/Roadway
Improvements
Funding CDBG: $590,523
Description Future community development projects to be determined.
Target Date 9/30/2024
Estimate the number
and type…
Public Facility or Infrastructure Activities other than Low/Moderate Income Housing
Benefit: 0 persons assisted
Location Description TBD
Planned Activities Community development projects (limited to public facility and/or infrastructure
projects).
Sort Order 28
Project Name TBD – Economic Development Activities
Target Area Citywide Low- and Moderate-Income Areas
Goals Supported Economic Development
Needs Addressed Building Façade Improvements; Economic Opportunity/Business Assistance
Funding CDBG: $180,000; CDBG (RLF): $208,352 [Federal Total: $388,352]
Description Future economic development activities to be determined.
Target Date 9/30/2024
Estimate the number
and type…
Façade Treatment/Business Building Rehabilitation: 5 businesses; Businesses
Assisted: 42 businesses assisted
Location Description TBD
Planned Activities Economic development activities (may include but are not limited to façade
improvement projects, small business/microenterprise assistance, and childcare
operations).
City of Clearwater, FL 2023/2024 Annual Action Plan 48
AP-50 Geographic Distribution – 91.220(f)
DESCRIPTION OF THE GEOGRAPHIC AREAS OF THE ENTITLEMENT (INCLUDING AREAS OF LOW-
INCOME AND MINORITY CONCENTRATION) WHERE ASSISTANCE WILL BE DIRECTED
For the 2023/2024 Annual Action Plan, the City of Clearwater will provide direct assistance to low- and
moderate-income areas and approved Neighborhood Revitalization Strategy Areas (NRSAs) of the City.
The geographic distribution of funding percentages shown in Table 8 is misleading since few projects are
solely concentrated in a specific NRSA. Most projects are not solely concentrated in a NRSA but are
included in the citywide low- and moderate-income areas and multiple NRSAs. These percentages
include projects related to housing or public services that will benefit multiple areas. See Map 1 titled,
“Low- and Moderate-Income Areas” for a graphical representation of low- and moderate-income area
locations. See Map 2 titled, “Neighborhood Revitalization Strategy Areas Map” for the locations of the
City’s strategy areas. [Maps are included in the Appendix.]
GEOGRAPHIC DISTRIBUTION
Target Area Percentage of Funds
North Greenwood NRSA 4%
Lake Bellevue NRSA 1%
Downtown Gateway District NRSA 2%
Citywide Low- and Moderate-Income Areas 93%
Table 8 – Geographic Distribution
City of Clearwater, FL 2023/2024 Annual Action Plan 49
Map 1 – Low- and Moderate-Income Areas
City of Clearwater, FL 2023/2024 Annual Action Plan 50
Map 2 – Neighborhood Revitalization Strategy Areas Map
City of Clearwater, FL 2023/2024 Annual Action Plan 51
RATIONALE FOR THE PRIORITIES FOR ALLOCATING INVESTMENTS GEOGRAPHICALLY
Four (4) areas have been designated as either Local Target Areas or Strategy Areas within the City of
Clearwater. These are Citywide Low- and Moderate-Income Areas, North Greenwood NRSA, Lake
Bellevue NRSA, and Downtown Gateway District NRSA. These neighborhoods were identified in previous
Consolidated Plans and updated in the current 2020-2024 Consolidated Plan. The designation of Local
Target Areas and Strategy Areas increases the potential for coordinated planning and investment. The
areas selected for the 2020-2024 Consolidated Plan were confirmed through the citizen participation
process, which included service provider and community meetings, as well as meetings with staff of the
City’s Economic Development and Housing Department. Each of these areas meets the eligibility
requirements for low- and moderate-income benefit. While Local Target Areas and Strategy Areas allow
the City to plan and invest in a coordinated manner, they do not limit the City from expending funds in
other areas of Clearwater that also meet the eligibility requirements for low- and moderate-income
benefit.
DISCUSSION
The City of Clearwater has identified 28 projects to implement the goals of the Consolidated Plan’s
Strategic Plan during the fourth year of the 2020-2024 Consolidated Plan. These projects benefit low-
and moderate-income persons Citywide and within the City’s NRSAs. Projects with Citywide benefit
include activities related to housing, homelessness, non-homeless special needs, community
development and public services, and economic development that meet the needs of income-eligible
persons or households. Program administration activities also provide indirect Citywide benefit.
City of Clearwater, FL 2023/2024 Annual Action Plan 52
AFFORDABLE HOUSING
AP-55 Affordable Housing – 91.220(g)
INTRODUCTION
The City of Clearwater places a high priority on providing housing assistance, such as homebuyer
education/counseling and Fair Housing activities, to promote homeownership. Additionally, the City
facilitates the construction of new affordable housing units to increase the supply of affordable housing
and thereby address demand. These priority needs shall be addressed, in part, by local non-profit
organizations and developers that construct affordable housing for low- to moderate-income
homebuyers. The City will also continue with its purchase assistance strategy to assist low- to moderate-
income buyers purchasing within the city limits of Clearwater.
The Annual Action Plan must specify goals for the number of homeless, non-homeless, and special needs
households to be supported during the program year. These numbers are shown in the following tables
and are inclusive of the affordable housing activities shown in AP-20, in addition to other planned
housing activities identified in AP-35 and AP-38. Section AP-55 (see Table 9 and Table 10) indicates the
number of households to be supported through specific activities, including rental assistance,
production of new units, rehabilitation of existing units, or acquisition of existing units. For the purposes
of this section, the term “affordable housing” is defined in the HOME regulations 24 CFR 92.252 for
rental housing and 24 CFR 92.254 for homeownership. [This section replaces the former HUD Table 3B.]
One Year Goals Number of Households to be Supported
Homeless 0
Non-Homeless 187
Special-Needs 0
Total 187
Table 9 – One Year Goals for Affordable Housing by Support Requirement
One Year Goals Number of Households Supported Through
Rental Assistance 60
The Production of New Units 115
Rehab of Existing Units 0
Acquisition of Existing Units 12
Total 187
Table 10 – One Year Goals for Affordable Housing by Support Type
City of Clearwater, FL 2023/2024 Annual Action Plan 53
DISCUSSION
The City will continue to deliver its long-standing housing programs funded with CDBG and HOME,
including housing-related acquisition and purchase assistance, coordinate with non-profit organizations
and developers that construct affordable housing, and support homebuyer education/counseling and
Fair Housing activities. These housing activities will support 187 households through tenant-based rental
assistance, production of new units, and acquisition of existing units through direct financial assistance
to homebuyers. Additionally, the City will support housing-related public services (e.g., homebuyer
education/counseling) with State SHIP funding.
City of Clearwater, FL 2023/2024 Annual Action Plan 54
AP-60 Public Housing – 91.220(h)
INTRODUCTION
This section of the Annual Action Plan describes what actions the City of Clearwater will take during the
2023/2024 program year to carry out the public housing strategy identified in the Consolidated Plan’s
Strategic Plan. The Clearwater Housing Authority (CHA) administers housing assistance for lower income
persons and households in the greater Clearwater area. The operations of the CHA are funded through
annual appropriations from the U.S. Department of Housing and Urban Development (HUD). Assistance
includes public housing, tenant-based vouchers (Housing Choice Vouchers or HCVs), and special purpose
voucher activities. The CHA’s public housing activities supply approximately 238 low-rent units in the
greater Clearwater area. [Source: HUD PIC, HA Profiles, accessed June 2023]
ACTIONS PLANNED DURING THE NEXT YEAR TO ADDRESS THE NEEDS TO PUBLIC HOUSING
The City of Clearwater works cooperatively with Pinellas County, the CHA, and private entities to provide
public and subsidized housing within Clearwater. The CHA administers public housing for seniors and
families in addition to the HCV program that provides financial rental assistance to income-eligible
individuals and families. The CHA and other housing providers in the community continuously seek to
rehabilitate the supply of housing affordable to lower-income residents. Although the CHA recently
renovated some of its public housing units, the CHA is undergoing a voluntary conversion that started in
2020. During conversion, the CHA will ensure that residents are housed through vouchers and
coordination with other housing providers. Any proceeds from the sale of public housing properties will
be reinvested in affordable housing. The City will continue to coordinate housing referrals with the CHA
and Pinellas County Housing Authority as feasible.
ACTIONS TO ENCOURAGE PUBLIC HOUSING RESIDENTS TO BECOME MORE INVOLVED IN
MANAGEMENT AND PARTICIPATE IN HOMEOWNERSHIP
The CHA has an ongoing management program in place to involve residents in its operations.
Additionally, through the 2023/2024 Annual Action Plan, the City of Clearwater will support homebuyer
education/counseling (with State SHIP funding), Fair Housing, and housing placement activities that
could facilitate the transition from public housing to homeownership.
IF THE PHA IS DESIGNATED AS TROUBLED, DESCRIBE THE MANNER IN WHICH FINANCIAL
ASSISTANCE WILL BE PROVIDED OR OTHER ASSISTANCE
The CHA is not designated as troubled.
DISCUSSION
Affordable housing needs are met by multiple service providers in the greater Clearwater area. The CHA
currently administers public housing units and HCVs. Although the CHA is undergoing voluntary
conversion of its public housing properties, the CHA will continue to administer vouchers and ensure
that residents are housed in coordination with other housing providers. The City will continue to
coordinate referrals with the CHA to connect lower income residents with housing options.
City of Clearwater, FL 2023/2024 Annual Action Plan 55
AP-65 Homeless and Other Special Needs Activities –
91.220(i)
INTRODUCTION
This section of the Annual Action Plan describes what actions the City of Clearwater will take during the
2023/2024 program year to carry out the homeless strategy identified in the Consolidated Plan’s
Strategic Plan. Additionally, this section describes any action related to the supportive housing needs of
non-homeless special needs persons at risk of homelessness.
The Pinellas County Homeless Leadership Alliance (HLA), a nonprofit 501(c)(3), serves as the CoC Lead
Agency, Collaborative Applicant, and HMIS Lead Agency. The HLA provides supplemental services,
coordination, and funding management to carry out the policy goals of the CoC. The mission of the HLA
is to provide leadership in the planning, development, and alignment of community advocacy,
resources, and strategies to prevent, divert, and end homelessness in Pinellas County. The HLA, as the
lead agency for the CoC, is the organization most suited to addressing the needs of homeless persons in
the greater Clearwater area.
Consistent with the Consolidated Plan’s Strategic Plan, the City of Clearwater will pursue the goal of
helping to prevent and reduce homelessness in Clearwater. It is the City’s objective to support the
activities of the HLA and other members of the region’s CoC that represents a countywide consortium of
homeless service providers.
Describe the jurisdictions one-year goals and actions for reducing and ending homelessness including:
REACHING OUT TO HOMELESS PERSONS (ESPECIALLY UNSHELTERED PERSONS) AND
ASSESSING THEIR INDIVIDUAL NEEDS
The HLA conducts an annual PIT homeless count and prepares a Homeless Assessment Report, both of
which document the extent of homelessness in the community. Furthermore, the City received input on
homeless needs during the Consolidated Plan public meetings and community survey. The priority needs
of the homeless include facilities/services for homeless adults and families, facilities/services for
homeless youth and youth aging out of foster care, case management, nutrition/food services, and
employment assistance/job training toward self-sufficiency.
Outreach to the homeless is done by the CoC’s Street Outreach Teams that cover major parts of Pinellas
County five days per week. The Street Outreach Teams are the center of the CoC’s efforts to find and
engage street homeless, in place since late 2006. Each Street Outreach Team is composed of one law
enforcement officer and one case manager. Additionally, Street Outreach Teams focus on finding
unaccompanied youth. Relatedly, the Veterans Administration funds Veterans Outreach for that
population.
All the outreach personnel meet bi-monthly to discuss problems, identify increases/decreases in specific
populations, problem-solve, and meet with providers of emergency mats and beds. Law enforcement
staff members train their police departments on working with street homeless persons. Once a street
City of Clearwater, FL 2023/2024 Annual Action Plan 56
homeless individual or family seeks assistance, they are encouraged to go to Safe Harbor, the County’s
emergency homeless shelter and jail diversion program where they are assigned a case manager for
assessment and referral to services, etc. Unaccompanied youth are referred to Family Resources and
other youth programs to get them off the street. Street Outreach Teams also process individuals for
entrance to Pinellas Hope, another homeless shelter operated by Catholic Charities.
The HLA also partners with the Juvenile Welfare Board’s Children’s Services Council and 2-1-1 Tampa
Bay Cares on the Family Services Initiative (FSI) that works with families in need. The goal of the FSI is to
prevent homelessness while working on longer term issues and to have one place for families to make
initial contact for help. FSI is publicized widely as the place for homeless and at-risk families to go for
help. Homeless and at-risk families call 2-1-1 and are directed to specific triage staff for short
assessment.
For the fourth-year Annual Action Plan, the City of Clearwater will support housing navigation, case
management, and advisor/advocate services through Homeless Emergency Project (Homeless
Empowerment Program or HEP), The Kimberly Home, Metropolitan Ministries, HOPE Villages of
America, WestCare GulfCoast-Florida (A Turning Point), and Personal Enrichment Through Mental
Health Services (PEMHS) to assess the individual needs of homeless and special needs persons at risk of
homelessness, including unsheltered persons.
ADDRESSING THE EMERGENCY SHELTER AND TRANSITIONAL HOUSING NEEDS OF HOMELESS
PERSONS
As previously mentioned, the HLA annually conducts a PIT homeless count and prepares a Homeless
Assessment Report, both of which document the extent of homelessness in the community. In addition
to other metrics, these reports identify the number of individuals or families in emergency shelter or
transitional housing.
In the Clearwater area, homeless facilities such as emergency shelter and transitional housing are
provided by churches and non-profit organizations, including but not limited to Homeless Emergency
Project (Homeless Empowerment Program or HEP), The Kimberly Home, Boley Centers, Hope Villages of
America, Salvation Army, and Family Resources (SafePlace2B), among others. Additionally, the HLA
maintains an online map-based directory targeted to homeless persons that includes contact
information for emergency shelter, food and clothing assistance, and transitional housing services. This
directory also includes a map of Pinellas Suncoast Transit Authority (PSTA) bus routes.
The City makes it a goal of the Consolidated Plan to prevent and reduce homelessness in Clearwater by
supporting programs that offer shelter facilities and beds for the homeless, and by assisting agencies
that engage in homeless prevention and service programs. For the fourth-year Annual Action Plan, the
City will support homeless prevention and service programs by improving facilities that serve homeless
adults and families. These facilities are run by HOPE Villages of America and Society of St. Vincent de
Paul.
City of Clearwater, FL 2023/2024 Annual Action Plan 57
HELPING HOMELESS PERSONS (ESPECIALLY CHRONICALLY HOMELESS INDIVIDUALS AND
FAMILIES, FAMILIES WITH CHILDREN, VETERANS AND THEIR FAMILIES, AND
UNACCOMPANIED YOUTH) MAKE THE TRANSITION TO PERMANENT HOUSING AND
INDEPENDENT LIVING, INCLUDING SHORTENING THE PERIOD OF TIME THAT INDIVIDUALS
AND FAMILIES EXPERIENCE HOMELESSNESS, FACILITATING ACCESS FOR HOMELESS
INDIVIDUALS AND FAMILIES TO AFFORDABLE HOUSING UNITS, AND PREVENTING
INDIVIDUALS AND FAMILIES WHO WERE RECENTLY HOMELESS FROM BECOMING HOMELESS
AGAIN
The City will support, in coordination with the HLA, activities to end chronic homelessness in Clearwater.
CoC member agencies actively work to assist homeless individuals and families with making the
transition to more permanent housing and preventing such persons from becoming homeless again.
CoC member agencies support a “Housing First” approach to provide housing options regardless of
whether individuals or families meet otherwise common prerequisites for housing. National resource
around “Housing First” suggests that individuals and/or head-of-household members who have been
homeless are more successful in achieving self-sufficiency when housing stability is acquired first,
regardless of whether they are sober or financially self-sufficient in the beginning. Once their housing
situation is stabilized, their ability to achieve sobriety, financial stability, or overcome other common
barriers to housing dramatically improves. This is typically achieved by rapid-rehousing and other
interim housing strategies such as targeted transitional or permanent supportive housing to obtain
housing quickly, increase self-sufficiency, and stay housed.
For the fourth-year Annual Action Plan, the City will support housing navigation, case management, and
advisor/advocate services through Homeless Emergency Project (Homeless Empowerment Program or
HEP), The Kimberly Home, Metropolitan Ministries, HOPE Villages of America, WestCare GulfCoast-
Florida (A Turning Point), and Personal Enrichment Through Mental Health Services (PEMHS) to identify
housing strategies for homeless and special needs persons at risk of homelessness.
Additionally, the City will continue to support an array of activities that, when combined, may shorten
the duration of homelessness, help persons transition to more stable housing, and/or provide access to
affordable housing. Such activities may include case management, community resource and one-stop
referral centers, behavioral and mental health services, facilities for the disabled, referrals to
appropriate housing providers, affordable housing unit construction, homebuyer education, down
payment assistance, and access to economic opportunities.
City of Clearwater, FL 2023/2024 Annual Action Plan 58
HELPING LOW-INCOME INDIVIDUALS AND FAMILIES AVOID BECOMING HOMELESS,
ESPECIALLY EXTREMELY LOW-INCOME INDIVIDUALS AND FAMILIES AND THOSE WHO ARE:
BEING DISCHARGED FROM PUBLICLY FUNDED INSTITUTIONS AND SYSTEMS OF CARE (SUCH
AS HEALTH CARE FACILITIES, MENTAL HEALTH FACILITIES, FOSTER CARE AND OTHER YOUTH
FACILITIES, AND CORRECTIONS PROGRAMS AND INSTITUTIONS); OR, RECEIVING ASSISTANCE
FROM PUBLIC OR PRIVATE AGENCIES THAT ADDRESS HOUSING, HEALTH, SOCIAL SERVICES,
EMPLOYMENT, EDUCATION, OR YOUTH NEEDS.
For the fourth-year Annual Action Plan, the City of Clearwater will continue to coordinate referrals for
facilities and services available in the community that support lower-income individuals. In addition to
services specifically targeted to homeless and special needs persons at-risk of homelessness, the City
will support facility improvements at the St. Vincent de Paul Community Kitchen and Resource Center,
which is also used by the Pinellas Ex-Offender Re-Entry Coalition (PERC). The Community Kitchen and
Resource Center provides not only case management, but referrals to other resources and programs
depending on client needs. Such programs include PERC’s STARS and MOVE UP programs, which provide
job training and skills toward self-sufficiency.
The City will also continue to work with housing and homeless service providers to implement a
cohesive, communitywide discharge coordination policy. Such policy must be successfully implemented
to ensure that persons being released from publicly funded institutions do not become homeless upon
release. Other examples of such efforts, in addition to PERC, include the Pinellas County Sheriff
Department’s Operation PAR, which allows ex-offenders to receive substance abuse treatment, and the
State’s “Transition from Prison to Community Initiative” (TPCI).
DISCUSSION
For the fourth-year Annual Action Plan, the City will support the following activities toward the goal of
preventing and reducing homelessness:
• Homeless Emergency Project (Homeless Empowerment Program or HEP) – Salary support for
housing navigator to secure and maintain housing.
• HOPE Villages of America – Rehabilitation of Food Bank facility, including HVAC system and
other improvements.
• The Kimberly Home – Salary support for resident advisor at transitional housing facility.
• Metropolitan Ministries – Salary support for community navigator for homeless prevention.
• St. Vincent de Paul – Funding to rehabilitate/renovate Community Kitchen and Resource Center.
In total, these activities will assist an estimated 4,910 persons during the fourth-year Annual Action Plan
through homeless-related public services and facility improvements. The City will also continue to
coordinate with the HLA and CoC members, including numerous homeless service providers operating in
the greater Clearwater area.
City of Clearwater, FL 2023/2024 Annual Action Plan 59
AP-75 Barriers to affordable housing – 91.220(j)
INTRODUCTION
This section of the Annual Action Plan summarizes actions the City of Clearwater will undertake during
the program year to reduce barriers to affordable housing and influence whether the cost of housing or
the incentives to develop, maintain, or improve affordable housing are affected by public policies,
particularly those of the local jurisdiction. Such policies may include land use controls, zoning
ordinances, building codes, and policies that affect the return on residential investment.
ACTIONS IT PLANNED TO REMOVE OR AMELIORATE THE NEGATIVE EFFECTS OF PUBLIC
POLICIES THAT SERVE AS BARRIERS TO AFFORDABLE HOUSING SUCH AS LAND USE
CONTROLS, TAX POLICIES AFFECTING LAND, ZONING ORDINANCES, BUILDING CODES, FEES
AND CHARGES, GROWTH LIMITATIONS, AND POLICIES AFFECTING THE RETURN ON
RESIDENTIAL INVESTMENT
The City of Clearwater has several incentives that it utilizes to remove or ameliorate the negative effects
of public policies that are barriers to affordable housing. These incentive strategies are documented in
the City’s 2021-2024 LHAP, which is a reporting requirement of the State SHIP program. The City’s
ongoing actions to remove or ameliorate the barriers to affordable housing, as identified in the City’s
LHAP and LHIS documents, include the following:
• Expedited review process for permitting
• Modification of fees
• Flexible densities
• Accessory dwelling units
• Parking reductions
• Flexible lot configurations
• Pre-adoption policy consideration
• Inventory of public lands
• Proximity to transportation, employment, and mixed-use development
• Adaptive reuse
• Land development code
• Communication and marketing of affordable housing
• Financing
• Partnerships
Barriers to affordable housing are explained in more detail in the SP-55 section of the Consolidated Plan,
as well as the source LHAP and LHIS documents on file at the City’s Economic Development and Housing
Department.
DISCUSSION
The City of Clearwater will continue to implement incentives to remove or ameliorate the negative
effects of public policies that are barriers to affordable housing. These incentive strategies are detailed
City of Clearwater, FL 2023/2024 Annual Action Plan 60
in the City’s 2021-2024 LHAP report. Of note, the City recently coordinated with Pinellas County to
prepare a regional Analysis of Impediments to Fair Housing Choice report, which was completed in 2020.
The City also currently participates in the Advantage Pinellas Housing Compact and the Pinellas County
Countywide Housing Strategy, which are joint programs for the provision of affordable housing.
City of Clearwater, FL 2023/2024 Annual Action Plan 61
AP-85 Other Actions – 91.220(k)
INTRODUCTION
This section of the Annual Action Plan describes the City of Clearwater’s planned actions to carry out the
following strategies in the Consolidated Plan’s Strategic Plan:
• Foster and maintain affordable housing;
• Evaluate and reduce lead-based paint hazards;
• Reduce the number of poverty-level families;
• Develop institutional structure; and
• Enhance coordination.
In addition, the City has identified obstacles to meeting underserved needs and proposed actions to
overcome those obstacles.
ACTIONS PLANNED TO ADDRESS OBSTACLES TO MEETING UNDERSERVED NEEDS
The major obstacle to meeting underserved needs is the lack of financial resources among housing and
public service providers that support the City of Clearwater’s institutional delivery structure.
To address such obstacles, the City will administer CDBG funds to pursue the goal of enhancing the living
environment for persons in low- and moderate-income areas through community development
activities, public service programs, and the elimination of blight. Priority will be given to the City’s
NRSAs, where need is greatest, when opportunities present. The City will also pursue the goal of
expanding the accessibility and coordination of social services to the City’s special needs population.
Some of the programmed activities to meet underserved needs during the fourth year include, but are
not limited to, the following:
• Directions for Living – Facility improvements at trauma-informed treatment and recovery center
• HOPE Villages of America – Advocate salary support for domestic violence shelter
• Personal Enrichment Through Mental Health Services – Navigator salary support and keyless
entry safety project related for provision of mental health services
• The Arc Tampa Bay – Renovations at facility for persons with disabilities
• WestCare GulfCoast-Florida – Case manager salary support for substance abuse treatment
• Gulfcoast Legal Services – Housing legal services for eviction prevention, etc.
• InterCultural Advocacy Institute – Youth Leaders Partnership program
• R’Club Child Care – Safety improvements at childcare facility
• Willa Carson Health and Wellness Center – ADA accessibility improvements for health services
• Property Acquisition and Demolition – Slum/blight removal to improve neighborhood quality
• TBD Public Facility or Infrastructure Activities – Public projects to improve neighborhood quality
City of Clearwater, FL 2023/2024 Annual Action Plan 62
Additional activities to meet underserved needs are described previously with regard to homelessness
(AP-65) and subsequently with regard to affordable housing and economic development (AP-85, as
follows).
ACTIONS PLANNED TO FOSTER AND MAINTAIN AFFORDABLE HOUSING
Consistent with the Consolidated Plan’s Strategic Plan, the City of Clearwater will pursue the goal of
providing availability of, and access to, decent affordable housing for the residents of the city. To this
end, the City has programmed six (6) housing projects that meet the following four (4) objectives under
the Housing Goal of the Strategic Plan:
• Objective 2: Increase the availability of affordable housing units.
• Objective 3: Assist qualified low- and moderate-income households to become homeowners
through supporting agencies that provide housing counseling.
• Objective 4: Provide mortgage assistance for low- and moderate-income homebuyers.
• Objective 5: Provide rental and utility assistance for low- and moderate-income persons.
Programmed activities to foster and maintain affordable housing during the fourth year include the
following:
• Construction of new owner and renter occupied housing
• Homeownership education and counseling (through State SHIP funding)
• Home purchase assistance
• Tenant-Based Rental Assistance (TBRA)
• Community Housing Development Organization (CHDO) housing activities
These activities increase the availability of affordable housing through new construction and improve
access to affordable housing through homebuyer education and purchase assistance for qualified low-
to moderate-income households.
ACTIONS PLANNED TO REDUCE LEAD-BASED PAINT HAZARDS
The City will continue to include lead-based paint education and mitigation measures in all housing
rehabilitation activities and, if needed, will identify and apply for additional funding resources to finance
abatement. Contractors are required to be trained and certified to supervise removal of lead-based
paint hazards to comply with HUD regulations. Furthermore, subrecipients of the City’s CDBG and HOME
funding devise their own lead-based paint hazard programs to comply with HUD regulations for
rehabilitation projects.
Additionally, the City will continue to coordinate with agencies in the Clearwater area that screen
residents for elevated blood levels (EBL) and inspect housing units for lead-based paint hazards. These
agencies include the Pinellas County Health Department and the Clearwater and Pinellas County housing
authorities, among others.
City of Clearwater, FL 2023/2024 Annual Action Plan 63
ACTIONS PLANNED TO REDUCE THE NUMBER OF POVERTY-LEVEL FAMILIES
According to the 2017-2021 American Community Survey (ACS) estimates, in the City of Clearwater,
17,869 people (15.5% of the population for whom poverty status is determined) are living are below
poverty level. To combat this trend, the City will continue to coordinate with various agencies that
support poverty-level families. These agencies also provide services to other homeless and non-
homeless special needs populations, as well as low- and moderate-income families. Such services
include referrals to affordable housing, employment assistance/job training, and other activities to
promote economic opportunity.
Additionally, through the Economic Development and Housing Department, the City will promote
economic opportunity by providing technical assistance to small businesses. For the fourth-year Annual
Action Plan, the City will support economic development activities that may include façade
improvement projects, small business/microenterprise assistance, and childcare operations in support
of employment. The City will also support the InterCultural Advocacy Institute’s Youth Leaders
Partnership program. The program provides advocacy and mentoring toward self-sufficiency and
academic, employment, and business success.
ACTIONS PLANNED TO DEVELOP INSTITUTIONAL STRUCTURE
The City of Clearwater has a strong institutional delivery structure. The City will continue to work with its
own departments and various housing and public service providers, as well as their programs, to expand
opportunities and to make continuous improvements to the institutional delivery structure. Continued
actions will include solicitation of feedback on referral processes and other means of coordination
between such providers and the City of Clearwater.
For the fourth-year Annual Action Plan, the City will support an array of activities that strengthen the
institutional delivery structure’s ability to serve persons of low- and moderate-income, persons with
special needs, and the homeless. These activities include, but are not limited to, facilities/services for
homeless adults and families or persons with special needs at-risk of homelessness; facilities/services for
youth, persons with disabilities, or persons seeking behavioral/mental health or substance abuse
treatment; improvements to community resource and one-stop referral centers; code
enforcement/blight elimination; building façade improvements; economic opportunity and business
assistance; housing legal services and referrals to appropriate housing providers; affordable housing unit
construction; homebuyer education; down payment assistance, and rental assistance.
ACTIONS PLANNED TO ENHANCE COORDINATION BETWEEN PUBLIC AND PRIVATE HOUSING
AND SOCIAL SERVICE AGENCIES
The City of Clearwater will continue to coordinate with housing and public service providers to develop
an effective institutional delivery structure and enhance interagency coordination.
The City continues to work with regional housing authorities, such as the CHA and Pinellas County
Housing Authority, to improve access to public housing and TBRA. Although the funding for public
housing authorities is limited, and competition for affordable housing is high, these agencies continue to
provide housing-related activities, such as rental assistance, rehabilitation, and new construction, for
City of Clearwater, FL 2023/2024 Annual Action Plan 64
low-income persons. Input from public housing authorities is regularly solicited during preparation of
the City’s Annual Action Plan.
Additionally, the City promotes coordination between non-profit and private for-profit housing
providers through its NAHAB, through the SHIP-mandated Affordable Housing Advisory Committee
(AHAC) in conjunction with the LHAP and LHIS reports, and through the Annual Action Plan process.
Moreover, annual meetings in conjunction with the Annual Action Plan provide an opportunity for these
providers to interact.
Public service providers in the greater Clearwater area provide a wide array of services for low- and
moderate-income persons. These organizations typically have a specific target population that they
serve (e.g., the homeless, persons with special needs, low-income families, etc.), and accordingly
possess a level of knowledge and expertise that is invaluable when identifying underserved needs. The
continuation and expansion of these public services will be encouraged over the fourth program year by
means of matching programs with funding, as available. The City recognizes that improved coordination
between housing and public service providers is regularly solicited during preparation of the City’s
Annual Action Plan.
DISCUSSION
For the fourth-year Annual Action Plan, the City will support activities that will address underserved
needs through community development and public services; foster affordable housing through new
construction and homebuyer assistance; reduce lead-based paint hazards; reduce the number of
poverty-level families through a combination of mentoring and economic development; and develop
institutional delivery structure through a network of community partners, including the City and its
departments. Additionally, the City will continue to encourage coordination between public housing
authorities, non-profit and private for-profit housing providers, and public service providers through the
NAHAB and AHAC, Annual Action Plan participation, and regular day-to-day referrals through the
Economic Development and Housing Department.
City of Clearwater, FL 2023/2024 Annual Action Plan 65
PROGRAM SPECIFIC REQUIREMENTS
AP-90 Program Specific Requirements – 91.220(l)(1,2,4)
INTRODUCTION
This section addresses the program-specific requirements for the Annual Action Plan.
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM (CDBG)
REFERENCE 24 CFR 91.220(L)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the
Projects Table. The following identifies program income that is available for use that is included in
projects to be carried out.
Available Program Income Amount
1. The total amount of program income that will have been received before the start of the
next program year and that has not yet been reprogrammed
$25,100
2. The amount of proceeds from section 108 loan guarantees that will be used during the
year to address the priority needs and specific objectives identified in the grantee's strategic
plan
$0
3. The amount of surplus funds from urban renewal settlements $0
4. The amount of any grant funds returned to the line of credit for which the planned use has
not been included in a prior statement or plan.
$0
5. The amount of income from float-funded activities $0
Total Program Income $25,100
OTHER CDBG REQUIREMENTS
Overall Benefit Amount
1. The amount of urgent need activities $0
2. The estimated percentage of CDBG funds that will be used for activities that benefit
persons of low and moderate income. Overall Benefit – A consecutive period of one, two, or
three years may be used to determine that a minimum overall benefit of 70% CDBG funds is
used to benefit persons of low and moderate income. Specify the years covered that include this Annual Action Plan.
91.9%
City of Clearwater, FL 2023/2024 Annual Action Plan 66
HOME INVESTMENT PARTNERSHIP PROGRAM (HOME)
REFERENCE 24 CFR 91.220(L)(2)
1. A description of other forms of investment being used beyond those identified in Section
92.205 is as follows:
The City will use funding from the State SHIP program and/or the Pinellas County Housing Trust
Fund for the matching requirements under the HOME program.
2. A description of the guidelines that will be used for resale or recapture of HOME funds when
used for homebuyer activities as required in 92.254, is as follows:
Recaptured funds are HOME funds which are recouped by the City when HOME-assisted
homeownership housing does not continue to be the principal residence of the assisted
homebuyer for the full affordability period. The City will use the recapture method to obtain
these funds. The recapture provision is subject to the limitation that when the recapture
requirement is triggered by a sale, voluntary or involuntary, of the housing unit, and there are
no net proceeds or the net proceeds are insufficient to repay the HOME investment due, the
City can only recapture the net proceeds, if any. The net proceeds are the sales price minus the
superior loan repayment and closing costs. This language is included in the loan documents.
Such funds will be placed in the City’s HOME Investment Trust Fund. These funds will be used by
the City for other eligible HOME activities.
3. A description of the guidelines for resale or recapture that ensures the affordability of units
acquired with HOME funds? See 24 CFR 92.254(a)(4) are as follows:
See the response to number 2, above.
4. Plans for using HOME funds to refinance existing debt secured by multifamily housing that is
rehabilitated with HOME funds along with a description of the refinancing guidelines required
that will be used under 24 CFR 92.206(b), are as follows:
The City will not use HOME funds to refinance the existing debt for multi-family projects.
City of Clearwater, FL 2023/2024 Annual Action Plan 67
DISCUSSION
The City of Clearwater anticipates $1,274,537 in total CDBG program income. This amount includes an
estimated $27,800 for 2023/2024 and $25,100 to be carried over from prior years. This amount also
includes income from the City’s revolving loan program, of which $95,400 is estimated for 2023/2024
and $1,126,237 is carried over from prior years. Approximately $1,138,092 is expected from non-income
prior-year resources (i.e., entitlement allocations). Combined with the FY 2023 entitlement allocation of
$913,337, available CDBG funds total $3,325,966.
The City has not identified funds for urgent need activities at this time. The percentage of overall benefit
to low- and moderate-income persons is expected to be 91.9%. The City has calculated the percentage
of overall benefit based on a period of one year (2023). This percentage excludes program
administration and activities related to the removal of slum and blight.
City of Clearwater, FL 2023/2024 Annual Action Plan 68
APPENDIX
[Separate Attachments)
1. Citizen Participation/Comments
2. Grantee Unique Appendices
3. SF-424 Forms and Certifications
1. Citizen Participation Comments
CITY OF CLEARWATER
CITIZEN PARTICIPATION/COMMENTS
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TAMPA BAY TIMES
Public Notice
ClearwaterPublic Notice
Published in Tampa Bay Times on February 15, 2023
Location
Pinellas County, Florida
Notice PDF
Public Notices | Florida Press Association
https://www.floridapublicnotices.com
0000272324-01
LEGAL NOTICE
2/15/2023
NOTICE OF FUNDING AVAILABILITY
CITY OF CLEARWATER,FLORIDA
FY 2023-2024 ANNUAL ACTION PLAN
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
AND
HOME INVESTMENT PARTNERSHIPS PROGRAM
The City of Clearwater is estimated to receive $897,475 in grant allocation
funds under the Community Development Block Grant (CDBG)Program
and $509,528 in grant allocation funds under the HOME Investment
Partnerships (HOME)Program for Federal Fiscal Ye ar (FY)2023-2024
beginning October 1,2023.Funds can only be used in the incorporated
limits of the City of Clearwater.However,an agency that is located outside
the City may receive funding if they provide documented services for city
residents.
Federalfundingauthorization forthe CDBGProgram andthe HOMEProgram
is through the U.S.Department of Housing and Urban Development.In
addition to the grant allocations,the City anticipates that it will receive
program income from the federal CDBG and HOME Programs.
These funds will primarily be used for housing,community,and economic
development activities.A portion of the funds listed above may be used
for City conducted and/or sponsored projects and may not be available for
allocation to applicants.Federal regulations applicable to these programs
dictate funding availability for certain projects.Proposals for new projects
will be accepted beginning on February 15,2023.Suggestions for new
projects/activities for FY 2023-2024 may be presented and should address
one or more of the following strategies:
•Promote better livable opportunities in a designated Neighborhood
Revitalization Strategy Area (NRSA);NRSA maps are located at
www.myclearwater.com/NRSAmaps
•Promote affordable housing for renters and/or homebuyers
•Promote efforts/activities to end chronic homelessness
•Provide outreach and housing opportunities for homeless
individuals and families
•Provide assistance to victims of domestic violence
•Promote economic opportunities for very low-to moderate-income
individuals
•Provide assistance to the elderly,persons with disabilities,and
persons with HIV/AIDS
•Develop public facility projects in the NRSAs
•Promote efforts to reduce lead poisoning in children
•Promote opportunities to end poverty (job training,employability
skills,educational attainment,and other related activities)
•Promoteopportunities to assist public housing residentsto become
self-sufficient
•Promote opportunities for individuals to reduce their dependency
on alcohol and drugs
•Promote fair housing opportunities
Eligible activities may include,but are not limited to,rehabilitation and
preservation of buildings and improvements;acquisition and disposition
of real property;acquisition,construction,reconstruction,rehabilitation or
installation of public facilities and improvements;economic development
activities;and activities by subrecipients to carry out neighborhood
revitalization,energy conservation projects,and related projects.
Applications for organizations desiring to participate in the City of
Clearwater Housing Pool for activities involving down payment assistance/
gap financing,land acquisition,new construction,and rehabilitation of
single-and multi-family housing will be accepted from eligible participants
on a year-round basis while funds remain available.
The City will be utilizing an online application that can be found by clicking
the Apply Here button located at www.myclearwater.com/housingnotices
beginning February 15,2023.
Applications must be submitted via the City’s website no later than 11:59
p.m.on March 17,2023.
If you have any questions,please feel free to contact Irin Gomez,HUD
Programs Administrator,at (727)562-4032 or irin.gomez@myclearwater.
com.
1
From:Lane, Charles <Charles.Lane@myclearwater.com>
Sent:Tuesday, February 14, 2023 2:34 PM
To:Lane, Charles
Cc:Sanderson, Denise; Gomez, Irin; Perez, Dania; Kevin Chinault; Parra, Gabe
Subject:City of Clearwater Grant Application Cycle
Attachments:FY 2023-2024 CDBG-HOME NOFA 02-15-2023.PDF
You are receiving this email because you are a potential grant applicant for the City of Clearwater’s Community
Development Block Grant (CDBG) program and/or the HOME Investment Partnership (HOME) program funded by the
United States Department of Housing & Urban Development. Our grant application will go live tomorrow morning,
February 15. A Notice of Funding Availability (attached to the email) will be posted in tomorrow’s edition of the Tampa
Bay Times. Beginning tomorrow morning, you will be able to access the City’s Affordable Housing & Community
Development landing page and start an application ‐ www.myclearwater.com/housingnotices. Please feel free to reach
out to me directly if you have any questions.
There will also be a subrecipient training session scheduled for Wednesday, March 1 at 10am. The training will be held
on the Zoom platform and will be structured to help you complete an eligible application. If you plan to apply during
this year’s grant application period, your attendance at the training session is strongly encouraged. If you or a
representative from your organization attends the meeting, your application will receive additional points as
applications are reviewed and scored. A higher score may result in a higher percentage of a funding request being
approved. Multiple people from your organization are welcome to attend; however more than one attendee will not
increase your scoring. A Zoom meeting link will be sent to everyone on this email and information regarding this
training will be posted on the City’s website (link above).
Thank you for your interest in assisting Clearwater residents.
Chuck Lane, Assistant Director
Economic Development & Housing Department
City of Clearwater
One Clearwater Tower
600 Cleveland St, Suite 600
Clearwater, FL 33755
Office Phone ‐ (727)562‐4023
Cell Phone – (727)742‐1304
Fax – (727)562‐4037
Charles.Lane@MyClearwater.com
Organization Join Time Leave Time Duration (Minutes)
City of Clearwater 3/1/2023 9:40 3/1/2023 10:44 64
City of Clearwater 3/1/2023 9:42 3/1/2023 10:44 63
City of Clearwater 3/1/2023 9:58 3/1/2023 10:44 47
City of Clearwater 3/1/2023 9:04 3/1/2023 10:45 102
NAHAB Board 3/1/2023 9:50 3/1/2023 10:44 55
Artz 4 Life 3/1/2023 10:03 3/1/2023 10:44 42
Boys & Girls Clubs of the Suncoast 3/1/2023 9:58 3/1/2023 10:44 47
Directions for Living 3/1/2023 10:01 3/1/2023 10:44 44
Directions for Living 3/1/2023 10:01 3/1/2023 10:44 44
Directions for Living 3/1/2023 9:58 3/1/2023 10:44 46
Gulfcoast Legal Services, Inc. 3/1/2023 9:45 3/1/2023 9:55 11
Gulfcoast Legal Services, Inc. 3/1/2023 9:55 3/1/2023 10:44 50
Gulfcoast Legal Services, Inc. 3/1/2023 9:58 3/1/2023 10:24 27
Gulfcoast Legal Services, Inc. 3/1/2023 10:24 3/1/2023 10:44 20
Habitat for Humanity of Pinellas and West Pasco 3/1/2023 9:55 3/1/2023 10:44 50
Habitat for Humanity of Pinellas and West Pasco Counties 3/1/2023 10:00 3/1/2023 10:18 18
Homeless Emergency Project, Inc. 3/1/2023 10:08 3/1/2023 10:44 37
Homeless Emergency Project, Inc. 3/1/2023 10:06 3/1/2023 10:43 37
Homeless Emergency Project, Inc. 3/1/2023 10:02 3/1/2023 10:44 42
Homeless Emergency Project, Inc. 3/1/2023 10:10 3/1/2023 10:44 35
Homeless Leadership Alliance of Pinellas, Inc. 3/1/2023 9:59 3/1/2023 10:44 46
Homeless Leadership Alliance of Pinellas, Inc. 3/1/2023 9:58 3/1/2023 10:44 47
Hope Villages of America 3/1/2023 9:59 3/1/2023 10:44 45
Housing and Education Alliance 3/1/2023 9:58 3/1/2023 10:44 46
Housing and Education Alliance 3/1/2023 10:03 3/1/2023 10:44 42
Intercultural Advocacy Institute, Inc. dba Hispanic Outreach Center 3/1/2023 10:02 3/1/2023 10:44 42
Intercultural Advocacy Institute, Inc. dba Hispanic Outreach Center 3/1/2023 10:02 3/1/2023 10:02 1
Kimberly Home 3/1/2023 9:59 3/1/2023 9:59 1
Kimberly Home 3/1/2023 9:59 3/1/2023 10:44 46
Learning Independence for Tomorrow (LiFt, Inc.) 3/1/2023 10:04 3/1/2023 10:44 41
Learning Independence for Tomorrow (LiFt, Inc.) 3/1/2023 10:01 3/1/2023 10:44 44
Metropolitan Ministries 3/1/2023 10:03 3/1/2023 10:44 42
PEMHS, Inc. 3/1/2023 10:00 3/1/2023 10:40 40
Pinellas Opportunity Council, Inc. 3/1/2023 10:01 3/1/2023 10:44 44
Pinellas Opportunity Council, Inc. 3/1/2023 9:58 3/1/2023 10:44 47
Prospera 3/1/2023 10:01 3/1/2023 10:44 44
R'Club Child Care 3/1/2023 9:58 3/1/2023 10:44 47
R'Club Child Care, Inc. 3/1/2023 9:58 3/1/2023 10:44 47
R'Club Child Care, Inc. 3/1/2023 10:01 3/1/2023 10:44 43
St. Vincent de Paul Community Kitchen and Resource Center 3/1/2023 9:58 3/1/2023 10:44 47
Suncoast Housing Connections 3/1/2023 9:56 3/1/2023 10:44 48
Suncoast Housing Connections 3/1/2023 9:56 3/1/2023 9:56 1
Tampa Bay Neighborhood Housing Services 3/1/2023 10:02 3/1/2023 10:44 42
Tampa Bay Neighborhood Housing Services 3/1/2023 10:07 3/1/2023 10:44 37
The Arc Tampa Bay 3/1/2023 10:01 3/1/2023 10:44 44
The Kimberly Home 3/1/2023 10:22 3/1/2023 10:44 23
United Way Suncoast 3/1/2023 10:07 3/1/2023 10:44 38
WeeCare, Inc. 3/1/2023 10:00 3/1/2023 10:44 45
WestCare GulfCoast‐Florida, Inc 3/1/2023 9:45 3/1/2023 9:55 10
WestCare GulfCoast‐Florida, Inc 3/1/2023 9:55 3/1/2023 10:44 50
WestCare GulfCoast‐Florida, Inc 3/1/2023 9:56 3/1/2023 10:44 48
WestCare GulfCoast‐Florida, Inc 3/1/2023 10:03 3/1/2023 10:44 42
Willa Carson Health and Wellness Center 3/1/2023 9:56 3/1/2023 10:44 48
Tuesday, April 11, 2023
9:00 AM
City of Clearwater
Main Library - Council Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
Main Library - Council Chambers
Neighborhood and Affordable Housing Advisory
Board
Meeting Agenda
April 11, 2023Neighborhood and Affordable
Housing Advisory Board
Meeting Agenda
1. Call To Order
2. Approval of Minutes
Approve the February 14, 2023, NAHAB Meeting MinutesID#23-03452.1
3. Citizens to be Heard Regarding Items Not on the Agenda
4. New Business Items
Applicants for Community Development Block Grant funding for Public
Service programs, Public Facility improvements and Economic
Development programs will present to the Neighborhood and Affordable
Housing Advisory Board.
ID#23-03464.1
5. Old Business Items
6. Director's Report
7. Board Members to be Heard
8. Adjourn
Page 2 City of Clearwater Printed on 3/28/2023
Tuesday, May 9, 2023
9:00 AM
City of Clearwater
Main Library - Council Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
Main Library - Council Chambers
Neighborhood and Affordable Housing Advisory
Board
Meeting Agenda
May 9, 2023Neighborhood and Affordable
Housing Advisory Board
Meeting Agenda
1. Call To Order
2. Approval of Minutes
2.1 ID#23-0575 Approve the April 11, 2023, NAHAB Meeting Minutes
3. Citizens to be Heard Regarding Items Not on the Agenda
4. New Business Items
4.1 ID#23-0576 Review of current and planned Affordable and Workforce Housing inventories,
City Wide Housing Study and 5-yr Dashboard.
4.2 ID#23-0577 Approve stove staff recommended funding allocations among applicants for
Fiscal Year 2023/24 Community Development Block Grant funding.
5. Old Business Items
6. Director's Report
7. Board Members to be Heard
8. Adjourn
Page 2 City of Clearwater Printed on 5/9/2023
Public Notices | Florida Press Association
https://www.floridapublicnotices.com
To subscribe for keyword email/text notifications, please click Get Alerts on the left side of the page above
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Learn More →
action planPublic Notice
Published in Tampa Bay Times on June 7, 2023
Location
Pinellas County, Florida
Notice PDF
Public Notices | Florida Press Association
https://www.floridapublicnotices.com
PINELLAS COUNTY, FLORIDA
0000290280-01
CITY OF CLEARWATER
PROPOSED PROGRAM YEAR 2023 ANNUAL ACTION PLAN
30-DAYPUBLIC COMMENT PERIOD &PUBLIC HEARINGS
The CityofClearwater isherebypublishing theproposedAnnual ActionPlan(AAP)forFederalFiscalYear (FY)2023toallocate federalfundingfrom
the Community Development Block Grant Program(CDBG)and HOME Investment Partnerships Program (HOME)underthe U.S.Department of
Housingand Urban Development(HUD).TheAAP identifiesprojectsand activities to beimplementedbytheCity duringFY 2023,which begins on
October1,2023,andends onSeptember30,2024.Inadditiontotheentitlementgrant,fundingallocationsalsoincludeanticipatedprogramincome
generated bythe City’sRevolving LoanFund as wellasprior-year(i.e.,carryover)resources from projectsthat wereeithercancelledor completed
under budgetto be applied towardnew projects.CDBG funds areused to provide decent housing,suitable living environments,and economic
opportunitiesto principally benefit low-and moderate-income persons.HOME funds areused to foster private sector partnerships withfor-profit
and non-profitorganizationstodevelopaffordablehousing.
The CityofClearwateranticipatesanestimated$913,337in newCDBGfunds,$1,274,537in CDBGprogramincome,and $1,138,092 inprior-year
CDBGresources.TheCityalsoanticipates an estimated $532,649 in new HOME funds,$2,869,596 in HOME programincome,and $2,477,254 in
prior-year HOME resources.Thesefunds will beprogrammed to eligible activities under thesegrant programs.
The listbelow captures allproposedprojects tobe funded with CDBG and HOME resources inFY2023.Fundingforthese andother projectsare
estimatedresources only andfundingamountsmay increase or decrease based uponactual programincome,prior-yearadjustments,and/orfinal
federalfundingallocations.Duetotheseand otherfactors,theCity of Clearwater reserves the right to addordeleteprojectsand/oradjustfunding
allocationsproportionally.
6/07/23
LEGAL NOTICE LEGAL NOTICE
Thepubliccomment periodbeginson June11,2023,andendson July10,2023.Pleasesendanycommentsto IrinGomez,ProgramsAdministrator,
CityofClearwaterEconomic DevelopmentandHousingDepartment,P.O.Box4748,Clearwater,FL33758-4748orviatelephone at(727)562-4032
or viaemail at irin.gomez@myclearwater.com before5:00 p.m.onJuly 10,2023.
Adraft copy of the proposed Cityof Clearwater FY 2023 Annual Action Plan will beavailable for public comment beginning June 11,2023,on
the City’swebsite at https://www.myclearwater.com/My-Government/City-Departments/Economic-Development/Guiding-Documents-Plans-and-
Reports.
Hardcopies willbe available at the followinglocations for reviewduringthepubliccomment period:
Clearwater MainLibrary
100 N.OsceolaAvenue
Clearwater,FL33755
Additionally,theCity of Clearwater willholdtwopublic hearingstoreceivecommentson theFY2023Annual ActionPlan priortosubmittaltoHUD.
Both public hearings will be held in City CouncilChambers in the Main Library located at 100 N.OsceolaAve.,Clearwater,FL,33755.The first
public hearing will be ameeting of the Neighborhoodand Affordable Housing Advisory Board(NAHAB)tobe held onJuly 11,2023,at 9:00a.m.
The secondpublichearing willbe ameetingofthe ClearwaterCity Counciltobeheldon July20,2023,at6:00 p.m.Individualswithdisabilities who
need reasonableaccommodations to effectively participate inthese meetings areaskedto contact the City Clerk at (727)562-4092 orrosemarie.
call@myclearwater.comin advance.
City of Clearwater
EconomicDevelopment &HousingDepartment
600ClevelandStreet,Suite600
Clearwater,FL33755
CityofClearwaterCityClerk’sOffice600ClevelandStreet,Suite 600Clearwater,FL33755
ESTIMATED RESOURCES
CommunityDevelopment BlockGrant Program (CDBG)–Entitlement $913,337
CDBG -ProgramIncome $1,274,537
CDBG -Prior-Year Resources $1,138,092
HOME InvestmentPartnerships Program (HOME)–Entitlement $532,649
HOME -Program Income $2,869,596
HOME -Prior-Year Resources $2,477,254
TOTAL $9,205,465
PROPOSEDPROJECTS
Program Administration
CDBG $182,667
HOME (from Entitlement)$53,264
HOME (from Anticipated ProgramIncome)$9,500
Housing
Creation and Preservation of Rental Housing $4,482,072
Creation and Preservation of Owner-Occupied Housing $1,582,280
Down PaymentAssistance/LoanProcessing $500,000
Tenant Based Rental Assistance $321,400
CommunityHousingDevelopmentOrganization (CHDO)Set-Aside $144,268
Homelessness
H.E.P.(Housing Navigation)$15,983
HOPE Villages of America(HVAC Project)$95,000
TheKimberly Home(ResidentAdvisor SalarySupport)$15,983
Metropolitan Ministries (CommunityNavigation/HomelessPrevention)$15,983
St.VincentDePaul CKRC(Facilities Rehab/Renovation)$151,500
Non-Homeless Special Needs
Directionsfor Living (Facility Improvement)$94,914
HOPE Villages of America(Domestic ViolenceShelter Advocate)$10,275
Personal Enrichment Through Mental Health Services(KeylessEntry Safety Project)$38,000
TheArcTampa Bay (Facility Renovations)$95,000
WestCareGulfCoast-Florida -ATurning Point (Case ManagerSalary Support)$22,833
CommunityDevelopment and Public Services
Gulfcoast LegalServices (HousingLegal Services)$22,833
InterCultural AdvocacyInstitute(Youth Leaders Partnership)$22,833
Personal Enrichment Through Mental Health Services(NavigatorSalary Support)$10,275
PropertyAcquisition andDemolition (Slum/Blight Removal)$255,000
R’Club ChildCare(Safety Improvements)$67,727
Willa Carson Health and WellnessCenter (ADA Accessibility)$17,000
TBD PublicFacility Projects $435,000
TBD PublicInfrastructureProjects $155,523
Economic Development
Economic DevelopmentActivities (may include butarenot limited to façade $388,352
improvementprojects,small business/microenterpriseassistance,and childcareoperations
TOTAL $9,205,465
2. Grantee Unique Appendices
CITY OF CLEARWATER
MAPS
SR 580
DREW ST US HIGHWAY 19 NCURLEW RD
DRUID RD
MAIN STCR 1BELLEAIR RD
SUNSET POINT RD
TAMPA RD
MCMULLEN BOOTH RDN KEENE RDGULF TO BAY BLVDN BELCHER RDSR 590
GULF BLVDCLEVELAND ST
NURSERY RD BELCHER RDLAKEVIEW RD
C O U N T RYSIDEBLVDN BETTY LNENTERPRISE RD E
COURT ST
L A NDMARKDRBAYSHORE BLVDS KEENE RDS LAKE DRDOUGLAS AVEN HERCULES AVEPHILLIPPE PKWYVIRGINIA ST
S MISSOURI AVES BELCHER RDBAYSI
DE BRI
DGEN HIGHLAND AVEI
SL
A
NDWAYM A R S HALLST SHOREDREPATRICIA AVEFISHER RDCAUSEWAY BLVD
EDGEWATER DRS FT HARRISON AVEN E C OA CHM AN RD
KINGS HIGHWAYUNION ST
MICHIGAN BLVD
HARNBLVDN MYRTLE AVEPINEHURST RDCOURTNEY CAMPBELL CSWYN FT HARRISON AVEB E LT R EESST
NEW YORK AVEMONTCLAIR RD
SOLON AVE
S MYRTLE AVEEVANS RD
DRUID RD SFORESTLA KE S B LV D
9TH AVE NN SATURN AVES LAKE AVESAN CHRISTOPHER DR
FLAGLE R DR ELMST
MEMORIAL CSWY BROADWAYPAL M B L V DNBA Y S H O REBLVDPINE AVE NEN
T
ERPRISE R DINDIANROCKSRDKEENE RDS BAYSHORE BLVDCOMMERCEBLV DOAKLEAF BLVDNORTHSIDE DR
SOULE RDCR 90REPUBLIC DROMAHA STPALMETTO ST
VIRGINIA AVEG R E EN BR IA R B LVDBEACON PLACE DRLAKE HAVEN RDA LTIRAA VE14TH AVE SMANDALAY AVEOAK CREEK DR
MIL RA
YDRNHAGEN AVE
SAN SALVADOR DR
MANDALAY AVEBROADWAYCR 90MAIN ST
SR 580
N BELCHER RDKEENE RDUNION ST
MEMORIALCSWY CR 1PALMETTO ST
City ofClearwater
City ofDunedin
City ofSafetyHarbor
City ofOldsmar
City ofLargo
Town ofBelleair
City ofBelleair Beach
City ofClearwater
City ofClearwater
2023/2024 ANNUAL ACTION PLAN
Low & Moderate Income Areas
£¤
!(590
19 !(611
!(1
!(60
!(580 !(590
£¤19
!(611
!(584
!(586
OldTampaBay
GulfofMexico
LakeChautauqua
HarborLake
JerryLake
SafetyHarbor
ClearwaterHarbor
[
0 0.5 10.25 Miles
Water Bodies
Other Incorporated Cities and Towns
Unincorporated Pinellas County
Major Roads
City of Clearwater - Other Income Areas
Data Source: LMISD by Block Group, Based on 2011-2015 ACS for the FY 2022 Entitlement CDBG Grantees; TIGER/Line® Shapefiles: Block Groups
CITY OF CLEARWATER
LakeBellevue
NorthGreenwood
LakeBellevue
Neighborhood Revitalization Strategy Areas
DowntownGateway
City of Clearwater - Low/Mod Income Areas
Block Groups with >= 51.0% Low/Mod Persons
DowntownClearwater
City ofDunedin
Town ofBelleair
!(1
!(60
JerryLake
ClearwaterHarbor
LakeBellevue
NorthGreenwood
LakeBellevue
DowntownGateway
City of Largo
026300.4
025800.3
025900.3
026200.1026200.2
026400.2
026101.3
025800.2
025900.1
026400.1
026102.2
025900.4
026101.2
DREW ST N KEENE RDUNION ST
BELLEAIR RD
LAKEVIEW RDN BETTY LNS KEENE RDS LAKE DRN HERCULES AVESUNSET POINT RD
PALMETTO ST
NURSERY RDN HIGHLAND AVEI
SL
A
NDWAYEDGEWATER DRS FT HARRISON AVEKINGS HIGHWAYNFTHARRISONAVEMEMORIAL CSWY
DRUID RD SFLAG L ER DRBROADWAY
KEENE RDDRUID RD
2023/2024 ANNUAL ACTION PLAN
Neighborhood Revitalization Strategy Areas
[
0 0.5 10.25 Miles
Water Bodies
Other Incorporated Cities and Towns
Unincorporated Pinellas County
Major Roads
City of Clearwater - Other Income Areas
Data Source: LMISD by Block Group, Based on 2011-2015 ACS for the FY 2022 Entitlement CDBG Grantees; TIGER/Line® Shapefiles: Block Groups
CITY OF CLEARWATER
Neighborhood Revitalization Strategy Areas
City of Clearwater - Low/Mod Income Areas
Block Groups with >= 51.0% Low/Mod Persons
3. SF-424 Forms and Certifications
CITY OF CLEARWATER
PLACEHOLDER
CDBG Entitlement - $913,337 AMOUNT AMOUNT AMOUNT AMOUNT AMOUNT AMOUNT AMOUNT AMOUNT
HOME Entitlement - $532,649 PROPOSED PROPOSED CHDO PROPOSED PROPOSED PROPOSED PROPOSED RECOMMENDEDSHIP Allocation - $1,365,854 CDBG HOME REPROGRAMMED REVOLVING - REHAB REVOLVING - INFILL REVOLVING - E.D.SHIP TOTAL
Public Facilities and Infrastructure Improvements *
The Arc Tampa Bay - Renovations at the LC - Adult Day Training (15777) 83.75 95,000.00$
Hope Villages of America - HVAC Project (15779) 83 95,000.00$
Willa Carson Health and Wellness Center - ADA Accessibility (15749) 79.75 17,000.00$
PEMHS - Keyless Entry Safety Enhancement Project (15750) 77 38,000.00$ St. Vincent de Paul CUPC - CKRC Exterior Rehabilitation 1345 Park St (15791) 73.25 62,500.00$ R'Club Child Care - Safety Improvements - Gateway ELA (15685) 68.25 67,727.00$ St. Vincent de Paul CUPC - Resource Center Office Renovations 1339 Park St (15780) 68 89,000.00$ Directions for Living - Facility Improvement Project (15712) 65.5 94,914.00$ TBD - Public Facilities Projects 435,000.00$ TBD - Public Infrastructure Projects 155,523.00$
(City staff may shift funds from one Public Facility project to another)
Subtotal 1,149,664.00$ -$ -$ -$ -$ -$ -$ 1,149,664.00$
Public Services
InterCultural Advocacy Institute, Inc., dba Hispanic Outreach Center - Youth Leaders Partnership Program 2023/24 (15754) 93.25 22,833.00$ WestCare GulfCoast-Florida, Inc. - Turning Point (15715) 89.5 22,833.00$ Gulfcoast Legal Services, Inc. - Housing Legal Services 23/24 (15772) 88.75 22,833.00$
Metropolitan Ministries, Inc. - Community Navigation and Homeless Prevention Services (15726) 84.75 15,983.00$ Homeless Emergency Project, Inc., dba Homeless Empowerment Program - Housing Navigator Services - (15788) 83.25 15,983.00$ The Kimberly Home, Inc. - Transitional Housing Program Salary Support (15756) 83 15,983.00$ Hope Villages of America, Inc., - Domestic Violence Shelter Advocate (15757) 81.75 10,275.00$ Personal Enrichment Through Mental Health Services, Inc. dba PEMHS - Salary Support for a Community Navigator at the North Greenwood Resource Center (15751) 79 10,275.00$ (City staff may shift funds from one Public Service agency to another)
AMT AVAILABLE = $137,000 (15% of CDBG Allocation) (Amount Subject to Rounding of Funding Available)
Subtotal 136,998.00$ -$ -$ -$ -$ -$ -$ 136,998.00$
Administration
City of Clearwater Administration - CDBG 182,667.00$ City of Clearwater Administration - HOME 53,264.00$ City of Clearwater Administration - SHIP 136,585.00$ City of Clearwater Administration -HOME-ARPCity of Clearwater - Admin From Program Income 9,500.00$ 23,000.00$ City of Clearwater Administration - CDBG-CV
Subtotal 182,667.00$ 62,764.00$ -$ -$ -$ -$ 159,585.00$ 405,016.00$
Economic Development
Economic Development activities 180,000.00$ 208,352.00$
Note: Economic Development Activities may include Façade Improvement Projects*, Small Business / Microenterprise Assistance, and Child Care Operations
Subtotal 180,000.00$ -$ -$ -$ -$ 208,352.00$ -$ 388,352.00$
Housing Pool - New Const/Rehab/DPA
Creation and Preservation of Rental Housing **100,000.00$ 3,851,067.00$ 389,972.00$ 141,033.00$ 781,269.00$ Creation and Preservation of Owner-Occupied Housing **100,000.00$ 1,000,000.00$ 345,000.00$ 137,280.00$ 600,000.00$
Down Payment Assistance / Loan Processing 500,000.00$ 250,000.00$
Tenant Based Rental Assistance (TBRA) ***321,400.00$
CHDO Set-Aside **144,268.00$ (City staff may shift funds from one Housing Pool activity project to another)
FY 2023-2024 ALLOCATIONS
CDBG Entitlement - $913,337 AMOUNT AMOUNT AMOUNT AMOUNT AMOUNT AMOUNT AMOUNT AMOUNT
HOME Entitlement - $532,649 PROPOSED PROPOSED CHDO PROPOSED PROPOSED PROPOSED PROPOSED RECOMMENDEDSHIP Allocation - $1,365,854 CDBG HOME REPROGRAMMED REVOLVING - REHAB REVOLVING - INFILL REVOLVING - E.D.SHIP TOTAL
FY 2023-2024 ALLOCATIONS
Subtotal 200,000.00$ 5,816,735.00$ -$ 734,972.00$ 278,313.00$ -$ 1,631,269.00$ 8,661,289.00$
Homebuyer / Homeowner Education & Counseling
Education / Counseling Activities -$ 50,000.00$
Subtotal -$ -$ -$ -$ -$ -$ 50,000.00$ 50,000.00$
Neighborhood Stabilization Program 3
25% Set-Aside (50% or Below AMI) Owner-Occupied or Multi-Family New ConstructionActivity Delivery - New Construction
Subtotal -$ -$ -$ -$ -$ -$ -$ -$
TBD Projects
Property Acquisition & Demolition - elimination of slum & blght 255,000.00$
Subtotal 255,000.00$ -$ -$ -$ -$ -$ -$ 255,000.00$
ACTIVITY TOTAL 2,104,329.00$ 5,879,499.00$ -$ 734,972.00$ 278,313.00$ 208,352.00$ 1,840,854.00$ 11,046,319.00$
Amount of Funding Available
Prior Years Remaining Entitlement Funds (Carry-Over)1,138,092.00$ 2,477,254.00$ -$
Prior Years Remaining Program Income (Carry-Over)25,100.00$ 2,641,596.00$ 644,972.00$ 274,713.00$ 206,552.00$ -$ FY 23-24 Program Income (Estimated new PI to receive during FY 23-24)27,800.00$ 228,000.00$ 90,000.00$ 3,600.00$ 1,800.00$ 475,000.00$
FY 23-24 Entitlement Allocation 913,337.00$ 532,649.00$ -$ -$ -$ 1,365,854.00$ FY 19-20 Remaining Funds from CDBG-CV Allocation (Tranches 1&3)
FUNDING TOTAL 2,104,329.00$ 5,879,499.00$ -$ 734,972.00$ 278,313.00$ 208,352.00$ 1,840,854.00$ 11,046,319.00$
REMAINING BALANCE CARRYOVER INTO FY 24-25 -$ -$ -$ -$ -$ -$ -$ -$
Notes:* Amounts include additional $5,000 for each public facility project and each façade project for inspection fees
** May include acquisition, construction, developer fees, and up to 10% of total project cost may be used for Project Delivery
*** Up to 10% of total project cost may be used for Project Delivery
05/24/2023 1:56 PM
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0815
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Gas System
Agenda Number: 4.1
SUBJECT/RECOMMENDATION:
Accept a Gas Utility Easement from KW REALTY FUND IX LLC, for the construction,
installation, and maintenance of gas utility facilities on real property located at 2358, 2308,
2284, 2290, 2294, 2298, 2302, 2310, 2316, 2320, 2324, 2328, and 2332 Gunn Highway,
Odessa, FL 33556. (consent)
SUMMARY:
KW REALTY FUND IX LLC (Grantor) has granted a non-exclusive three-foot wide natural gas
easement, on property located at Gunn Highway, Odessa, FL 33556, (Parcel ID#,
27-26-17-0170-00000-0030: 2358, 2308, 2284, 2290, 2294, 2298, 2302, 2310, 2316, 2320,
2324, 2328, and 2332 Gunn Highway, Odessa, FL 33556) for the installation of a natural gas
distribution line. This line will serve commercial businesses.
The easement grant is sufficient for the City to maintain and replace its facilities as necessary
in
APPROPRIATION CODE AND AMOUNT: N/A
USE OF RESERVE FUNDS: N/A
Page 1 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0660
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Parks & Recreation
Agenda Number: 5.1
SUBJECT/RECOMMENDATION:
Approve a purchase order to Bliss Products, of Lithia Springs, Georgia for the purchase of
amenities for park locations in the total amount of $267,576.75, pursuant to Clearwater Code of
Ordinances Sections 2.563(1)(c), piggyback, and 2.563(1)(d), Impractical, and authorize the
appropriate officials to execute same. (consent)
SUMMARY:
The Parks and Recreation Department maintains 110 parks with approximately 1,846 acres of
parkland. Many parks have site furnishings which include trash receptacles to reduce litter,
picnic tables for residents to enjoy friends, family and outdoor spaces, and park benches,
giving residents an opportunity to rest and enjoy the outdoors.
This contract will provide for the purchase of water fountains, park benches, picnic tables (i.e.,
traditional and ADA accessible), trash receptacles and one basketball tree. The amenities
purchased are comprised of cement and recycled plastic. The materials used in these
amenities are attractive, easy to maintain, sustainable, have a life cycle of 20 years and provide
savings to the City. The basketball tree enables more kids to play at the same time. The five
different height basketball hoops make the game easier for younger children and enable kids
with varying mobility challenges to play. The basketball tree is made of powder coated
galvanized or zinged steel posts with aluminum backboards and steel galvanized with powder
coated rings.
Existing older park amenities made of metal and wood are rated on a poor, fair and good
standard scale. The new items will replace those existing amenities that are rated poor to fair
throughout the park system. The new amenities will require minimal maintenance and will be
pressure washed annually.
The proposed pricing for Bliss Products, Inc. is established under a contract with Clay County,
pursuant to RFP No. 18/19-2. Bliss Products, Inc. was approved by the Clay County Board of
County Commissioners as the most responsive bidder for replacement of park and playground
amenities on May 28, 2019, for an initial contract term expiring May 22, 2022. Extension of
contract no. RFP 18/19-2 was approved by the Clay County Board of County Commissioners
on May 23, 2023, for an additional one-year renewal expiring May 22, 2024. Pursuant to
2.563(1)(c) piggyback, the amount off piggyback will be $202,758.00 (concrete amenities and
one basketball tree.)
Page 1 City of Clearwater Printed on 7/10/2023
File Number: ID#23-0660
Pursuant to 2.563(1)(d), non-competitive purchase under proposals no.67189 and 66007, a
total of $64,818.75 will be considered impractical ($24,607.75 for freight, $700.00 for
Engineering services, $495.00 for Handling Fees, Sandblast Brown Pigment Finish $22,350.00
and Sealer $16,666.00).
The sandblast with brown pigment finish was selected to ensure uniformity with prior purchase
of benches, picnic tables (ADA and classic) and litter receptacles. The manufacturer suggests
two coats of sealer applied to the concrete portion to enhance the beauty of the stone, resist
salt, chloride, and makes graffiti cleanup easier. The concrete finish and sealer reduces the
frequency of amenity cleaning and the related labor costs.
APPROPRIATION CODE AND AMOUNT:
Funds are available in capital improvement project M2206 - Parks & Beautification R&R.
USE OF RESERVE FUNDS:
N/A
Page 2 City of Clearwater Printed on 7/10/2023
Bliss Products and Services, Inc
6831 S. Sweetwater Rd.
Lithia Springs, GA 30122
(800) 248-2547
(770) 920-1915 Fax
Quote # 66007
Sales Rep: Heather Smith
heather.smith@blissproducts.com
C: (727) 403-7849
City of Clearwater Date 5/23/2023 Project Elephant Play
Basketball Tree
Bill To
City of Clearwater
100 S. Myrtle St., 1st. Floor
Clearwater, Florida 33756
T: (727) 462-6563
Ship To
Parks and Beautification
Infrastructure
510 Pennsylvania Ave.
Clearwater, Florida 33755
Contact
Matthew Anderson
Parks Senior Manager
Phone: (727) 562-4856
Approximate Ship Date Ship Via Terms
Net 30
Vendor Part #Description Qty Unit Price Extended
Price
BPS Engineering Signed & Sealed Drawings 1 $700.00 $700.00
ELP EP-SKS-BT5000 Basketball Tree - 5 Branch
Powder Coat Color: RAL 5002, Blue
Basketball Backboard Color: White
Basketball Hoop Color: Orange
*MSRP $16,800
**Price quoted reflects 10% discount Per Clay County
RFP #18/19/2
1 $15,120.00 $15,120.00
ELP Handling Fee Handling & Packaging Fee 1 $495.00 $495.00
Sub Total $16,315.00
Freight 1,513.75
Taxable Subtotal Tax 0.00
Grand Total $17,828.75
Due to volatility in raw material pricing, this quote is only valid for 30 days unless otherwise noted.
Due to instability in material procurement and manufacturing, verbal or written lead times are subject to change.
Sales tax exempt certificate will be required for exemption. All orders are subject to approval and acceptance by the
manufacturer. Deposits may be required. Add 3% to total for charge card transactions. Manufacturing lead times will not
begin without an actual shipping address, color and mount selection, approved purchase order or fully executed contract.
Customer will need to coordinate with freight carrier if unloading or inside delivery is required. Damaged or missing parts
must be noted on the bill of lading at the time of delivery. A finance charge of 1.5% per month will be added to all invoices
past due. Return items are subject to manufacturer's policies and may result in freight and restocking fees.
Signed quote will not be accepted for orders over $500.
Complete Terms and Conditions can be found at https://blissproducts.com/terms-conditions/
Bliss Products and Services, Inc
6831 S. Sweetwater Rd.
Lithia Springs, GA 30122
(800) 248-2547
(770) 920-1915 Fax
Quote # 67189
Sales Rep: Heather Smith
heather.smith@blissproducts.com
C: (727) 403-7849
City of Clearwater Date 6/1/2023 Project Concrete Amenities -
REVISED
Bill To
City of Clearwater
100 S. Myrtle St., 1st. Floor
Clearwater, Florida 33756
T: (727) 462-6563
Ship To
City of Clearwater Parks & Rec
706 N. Missouri Ave
Clearwater , Florida 33756
Contact
Matthew Anderson
Parks Senior Manager
Phone: (727) 562-4856
Approximate Ship Date Ship Via Terms
Net 30
Vendor Part #Description Qty Unit Price Extended
Price
WAU TF7070 39"x21"x34" Single Fountain
Color & Finish: W25 Brown
*MSRP $24120.25
**Price quote reflects 5% discount per Clay County
RFP #18/19-2
8 $2,304.00 $18,432.00
WAU Freight Wausau Freight 1 $3,102.00 $3,102.00
BSCP B4451 5' Classic Park Bench using recycled plastic lumber
with two concrete legs
Ships Unassembled
Stainless Steel Hardware Included
RPL5 Dark Teak Recycled Plastic Lumber back and
seat
*MSRP Price $670.00
** Price quote reflects 5% discount per Clay County
RFP #18/19-2
120 $636.80 $76,416.00
BSCP SB4 Sandblast with Brown pigment - 5' Long Classic
Bench
120 $70.00 $8,400.00
BSCP ACR *Manufacturer suggest two coats of your choice;
Semi-Gloss or Non-Gloss Sealer Applied to concrete
portion.
120 $53.00 $6,360.00
BSCP T6461 72" Picnic Table using two concrete legs with
recycled plastic table top and seats
3/8-16 x 2 1/2" Flathead Bolts
RPL5 Dark Teak Recycled PlasticTable Top and
Seats
*MSRP $1060
**Price quote reflects 5% discount per Clay County
RFP #18/19-2
13 $1,008.00 $13,104.00
BSCP SB4 Sandblast with Brown Pigment - 72" Picnic Table 13 $90.00 $1,170.00
BSCP ACR Sealer for 72" Picnic Table
*Manufacturer suggest two coats of your choice semi
gloss or non gloss sealer applied to concrete portion
13 $70.00 $910.00
BSCP T6485 ADA accessible picnic table using two concrete legs
84" table top and 72" seats
3/8-16 x 2 1/21" Flathead Bolts
RPL5 Dark Teak Recycled Plastic Lumber Table Top
and Seats. Bolt holes counter sunk
6 $1,097.25 $6,583.50
Vendor Part #Description Qty Unit Price Extended
Price
*MSRP: $1155.00
**Price quoted reflects 5% discount per Clay County
RFP #18/19-2
BSCP SB4 Sandblast with Brown Pigment Legs - ADA Picnic
Table
6 $90.00 $540.00
BSCP ACR Manufacturer suggest two coats of your choice of
Semi-Gloss or Non-Gloss Sealer applied - ADA
Picnic Tables
6 $70.00 $420.00
BSCP LR1065 Litter Receptacle - 26"Diameter 41 3/4" height with
plastic dome
Includes 32 gallon plastic liner (Metal Liner available
upon request)
MSRP Price: $570.00
*Price reflects 5% discount per Clay County RFP
#18/19-2
135 $541.50 $73,102.50
BSCP SB4 Sandblast with Brown Pigment - Litter Receptacle 136 $90.00 $12,240.00
BSCP ACR Manufacturer suggest two coats of your choice of
sealer; semi-gloss or non -gloss - Trash Receptacles
136 $66.00 $8,976.00
BSCP LC Receptacle Dome Color: Brown 136 $0.00 $0.00
BSCP Freight STANDARD DESCRIPTION - ALL SHIPPING
CHARGES
ARE LISTED ABOVE. SHIPPING IS SHIPPED BY
MOTOR
FREIGHT TRAILER ON PALLETS, TO ONE
BUSINESS
ADDRESS ONLY. CUSTOMER PERSONNEL TO
MEET
DRIVER (DURING REGULAR BUSINESS HOURS)
AND
PROMPTLY REMOVE PALLETS FROM TRUCK. A
4,000#
PALLET JACK TO MOVE ITEMS TO TRAILER
DOOR AS
WELL AS A FORKTRUCK RATED @5,000# WITH
48"
FORKS FOR UNLOADING MUST BE ON SITE AT
TIME OF
ARRIVAL. CUSTOMER TO UNPACK ITEMS AND
SET AT
SPECIFIC SITES. DELIVERY FEES ARE BASED
ON FUEL
PRICES TODAY. BECAUSE OF UNCERTAIN FUEL
COSTS
IN THE FUTURE, WE RESERVE THE RIGHT TO
ADD OR
SUBTRACT ANY CHANGE IN FUEL COSTS IN
EFFECT ON
THE DAY OF DELIVERY. ADDITIONAL FREIGHT
COMPANY SERVICES, IF NEEDED, MUST BE
SPECIFIED
ON PURCHASE ORDER AND CHARGES WILL BE
ADDED
ONTO FINAL BILLING.
1 $19,992.00 $19,992.00
BSCP ACRD SEALERS: RESIST SOILING, DUST, ICE
REMOVERS AND GRAFFITI CLEANUP IS MADE
EASIER.
Vendor Part #Description Qty Unit Price Extended
Price
ACR2 - NON-GLOSS SEALER. CLEAR
PENETRATING, NON-VISIBLE, WATER
REPELLENT SEALER. USED ON EX AND SB
FINISHES.
ACR3 - SEMI-GLOSS WATER BASE SEALER
USED ON EX AND SB FINISHES TO DEEPEN THE
COLOR OF THE FINISH.
Sub Total $249,748.00
Freight 0.00
Taxable Subtotal Tax 0.00
Grand Total $249,748.00
Due to volatility in raw material pricing, this quote is only valid for 30 days unless otherwise noted.
Due to instability in material procurement and manufacturing, verbal or written lead times are subject to change.
Sales tax exempt certificate will be required for exemption. All orders are subject to approval and acceptance by the
manufacturer. Deposits may be required. Add 3% to total for charge card transactions. Manufacturing lead times will not
begin without an actual shipping address, color and mount selection, approved purchase order or fully executed contract.
Customer will need to coordinate with freight carrier if unloading or inside delivery is required. Damaged or missing parts
must be noted on the bill of lading at the time of delivery. A finance charge of 1.5% per month will be added to all invoices
past due. Return items are subject to manufacturer's policies and may result in freight and restocking fees.
Signed quote will not be accepted for orders over $500.
Complete Terms and Conditions can be found at https://blissproducts.com/terms-conditions/
1-877-854-3319 info@elephantplay.comELEPHANT PLAY elephantplay.com
SCHOOL SERIES
Basketball tree
EP-SKS-BT5000
CHARACTERISTICS
Age group : 5 years old and over
Structure height : 12’-3’’ (3.73 m)
Height basket 1 : 5’-4’’ (1.62 m)
Height basket 2 : 6’-4’’ (1.94 m)
Height basket 3 : 7’-10’’ (2.39 m)
Height basket 4 : 9’-3’’ (2.83 m)
Height basket 5 : 10’-8’’ (3.25 m)
MATERIALS
Powder coated galvanized or zinged steel posts
Aluminum backboard and steel galvanized and powder coated ring
ANCHORS TYPE
Concrete base
PLAY VALUE
The basketball tree makes it possible for more kids to play at the
same time. The five different height basketball hoops make the
game easier for the little ones. The lower basket allows kids in wheel
chair to participate.
AVALAIBLE COLORS - STRUCTURE
Ral 9003
Ral 6026
Ral 4003
Ral 7035
Ral 1019 Ral 3000Ral 1023
Ral 5021
Ral 4006
Ral 5002
Ral 8024
Ral 6018
Ral 2004
Noir
Ral 5012
Silver matte
Ral 1028
Ral 6027Ral 6019
Galvanised
12'-3"
[3.73m]
5'-4"[1.62m]
6'-4"[1.94m]
9'-3"[2.83m]
10'-8"[3.25m]7'-10"[2.39m]
10'[3.04m]
10'-11"[3.34m]
BOARD OF COUNTY COMMISSIONERS
CLAY COUNTY, FLORIDA
RFP NO. 18/19-2, VARIOUS EQUIPMENT AND
AMENITIES FOR PARKS AND PLAYGROUNDS
DUE DATE: Monday, March 18, 2019- 4:00 p.m.
OPEN DATE: Tuesday, March 19, 2019 -1:00 p.m.
Issued By:
Clay County Board of County Commissioners
Purchasing Department
TABLE OF CONTENTS
RFP No. 18/19-2, VARIOUS EQUIPMENT AND AMENITIES FOR PARKS AND PLAYGROUNDS
Request for Proposal Advertisement .................................................................................... 3-5
Request for Proposal Instructions ....................................................................................... 6-12 Specifications ..................................................................................................................... 13-17
Bid Forms .......................................................................................................................... 18-20
Sample Quote Sheet ................................................................................................................. 21
Corporate Details ..................................................................................................................... 22 Certification Regarding Debarment ......................................................................................... 23
Scrutinized Companies Certification ....................................................................................... 24
No Bid Statement ..................................................................................................................... 25
Procedures for Bid Opening .............................................................................................. 26-37 Attachments:
Form W-9
2
REQUEST FOR PROPOSAL NOTICE
NOTICE IS HEREBY GIVEN that sealed proposals will be received until 4:00 P.M., Monday,
March 18, 2019, at the Clay County Administration Building, Fourth Floor, Reception Area, 477 Houston Street, Green Cove Springs, Florida 32043, for the following:
RFP No. 18/19-2, VARIOUS EQUIPMENT AND AMENITIES FOR PARKS AND PLAYGROUNDS
Proposals will be opened at 1:00 P.M., or as soon thereafter as possible, on Tuesday, March 19, 2019
in the Clay County Administration Building, Conference Room “B”, Fourth Floor, 477 Houston
Street, Green Cove Springs, Florida, in the presence of the Purchasing Department staff and all other interested persons.
The opened Proposals will be read aloud, examined for conformance to specifications, tabulated, and
preserved in the custody of the Purchasing Department. Proposals submitted will be evaluated by the
Finance and Audit Committee. The Finance and Audit Committee of the Board will present its recommendation to the Board of County Commissioners as soon thereafter as possible. At the discretion of the Board of County Commissioners or the Finance and Audit Committee, companies
submitting proposals may be requested to make oral presentations as part of the evaluation process.
Proposals will not be valid unless received by the proposal deadline and in a sealed envelope marked “RFP No. 18/19-2, VARIOUS EQUIPMENT AND AMENITIES FOR PARKS AND PLAYGROUNDS” to be received until 4:00 P.M., Monday, March 18, 2019. Envelopes are to be
submitted in person or delivered by courier to the above address. No postal mail will be accepted.
During the bidding process, all prospective proposers are hereby prohibited from contacting (i) any member of the Board of County Commissioners, the County Manager or any County employee or
agent regarding the solicitation in any respect during the solicitation period, and (ii) the County
Manager or any County employee or agent regarding the solicitation in any respect during the
evaluation period. The violation of this rule shall result in the automatic disqualification of any response to a bid solicitation submitted by the violator (as specified in Section P of Chapter 8 of the Purchasing Manual attached hereto). The no-contact rule set forth shall not apply to inquiries
submitted to County employees or agents in the manner specifically provided in the bid solicitation
package regarding the distribution thereof, or to communications seeking clarification regarding instructions or specifications submitted to County employees or agents in the manner specifically provided for in the bid solicitation package, or to pre-bid conferences provided for in the bid
solicitation package, or to formal presentations by finalists to the Board of County Commissioners or
any committee thereof specifically contemplated in the bid solicitation package. For information concerning procedures for responding to this Bid, contact the Purchasing Department, Donna Fish by email purchasing@claycountygov.com or at (904) 278-3761.
The County reserves the right to waive formalities in any response, to reject any or all responses with
or without cause, to waive technical and non-technical or non-material defects in the solicitation or submittal of any responses, including the lack of availability of adequate funds, regulatory agency requirements, to make award in part or completely, and/or to accept the response that, in its
judgment, will be in the best interest of the County of Clay. Bid proposals in which the prices
obviously are unbalanced will be rejected.
3
FOLLOWING THE BID OPENING AND TABULATION, A “NOTICE OF INTENT TO AWARD BID”
OR A “NOTICE OF REJECTION OF ALL BIDS” WILL BE POSTED ON THE INTERNET AT:
http://www.claycountygov.com/departments/purchasing-division/bcc-bid-tabs-current-bids-intent-
bids-rejection-bids. THIS WEB PAGE CAN ALSO BE ACCESSED FROM THE HOMEPAGE OF THE
COUNTY’S WEBSITE AT: www.claycountygov.com BY FOLLOWING THE “NOTICE OF INTENT BIDS” LINK UNDER THE “BUSINESS” ROLLOVER BUTTON ON THE COUNTY’S HOMEPAGE. NO OTHER
NOTICE WILL BE POSTED.
PROSPECTIVE BIDDERS ARE NOTIFIED THAT THE FAILURE TO INCLUDE WITHIN THE SEALED BID
ENVELOPE A PROPER BID BOND OR OTHER SECURITY APPROVED UNDER THE COUNTY’S PURCHASING
POLICY, OR THE FAILURE TO FILE A WRITTEN PETITION INITIATING A FORMAL PROTEST
PROCEEDING WITHIN THE TIMES AND IN THE MANNER PRESCRIBED IN SECTION 8. (N), OF SAID
POLICY, SHALL CONSTITUTE A WAIVER OF THE RIGHT TO PROTEST THE BID SOLICITATION, ANY
ADDENDUM THERETO, OR THE BID DECISION, AS APPLICABLE, AND TO INITIATE A FORMAL PROTEST
PROCEEDING UNDER SAID POLICY. THE COUNTY’S PURCHASING POLICY CAN BE VIEWED AT THE
COUNTY’S WEBSITE BY FOLLOWING THE APPROPRIATE LINKS FROM THE HOMEPAGE ADDRESS SET
FORTH ABOVE.
A person or affiliate who has been placed on the convicted bidder list following a conviction for a
public entity crime may not submit a bid on a contract to provide any goods or services to a public
entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to a public entity, may
not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a
contract with any public entity, and may not transact business with any public entity in excess of the
threshold amount provided in Section 287.017, Florida Statutes, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted bidder list.
--------------------------------------------END OF NOTICE-----------------------------------------
4
REQUEST FOR PROPOSAL INSTRUCTIONS
RFP No. 18/19-2, VARIOUS EQUIPMENT AND AMENITIES FOR PARKS AND
PLAYGROUNDS
1. Delivery and Receipt of Bids: All sealed Proposals submitted shall be received by the Purchasing Department of Clay County, Florida. Proposals submitted in person or by courier services will be received at: Clay County Administrative Building
Fourth Floor, Reception Area
477 Houston Street, Green Cove Springs, Florida 32043 Three copies of the Proposal must be received in a sealed envelope. Proof of liability insurance,
form W-9 taxpayer identification number, and bid information shall be included with all responses submitted.
The words “RFP No. 18/19-2, VARIOUS EQUIPMENT AND AMENITIES FOR PARKS AND
PLAYGROUNDS” shall be clearly marked on the front and back of the envelope containing the Proposal.
2. Due Date and Opening Date: Proposals will be received by carrier or in person until Monday,
March 18, 2019 at 4:00 p.m. and will be opened on Tuesday, March 19, 2019 at 1:00 p.m. or soon thereafter, in the Clay County Administration Building, 477 Houston Street, Conference Room “B”, Fourth Floor, Green Cove Springs, Florida. Bids will be reviewed by Clay County as
soon thereafter as possible.
A. All Proposals will be “clocked” at the time they are received to indicate the time and date of receipt.
B. Proposals WILL NOT be accepted in person after the time and date specified.
C. Proposals received by carrier WILL NOT be accepted if they are received after the time and
date specified regardless of the circumstances. D. No postal mail will be accepted.
3. Withdrawal of RFP: Proposals may be withdrawn by a written or faxed request by the Bidder
and received by the Purchasing Department before the date and time for receiving Proposals has expired. Negligence on the part of the Bidder in preparing a Proposal is not grounds for withdrawal or modification of a Proposal after such Proposal has been opened by the County.
Bidders may not withdraw or modify a Proposal after the appointed Bid Opening. Bidders may
not assign or otherwise transfer their Proposals.
4. Inquiries/Questions: Any questions regarding this RFP must be directed to Donna Fish (the authorized contact person) via email at purchasing@claycountygov.com (preferred method) or
by calling (904) 278-3761. Written inquiries/questions must be received by March 6, 2019.
Responses to questions, clarifications, and addenda will be distributed to potential Bidders by email. It is the responsibility of interested Bidders to verify if this information has been issued prior to submitting a Bid.
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5. No Contact Period: During the Bidding process, all prospective Bidders are hereby prohibited
from contacting (1) any member of the Board of County Commissioners, the County Manager or
any County employee or agent regarding the solicitation in any respect during the solicitation
period, and (2) the County Manager or any County employee or agent regarding the solicitation in any respect during the evaluation period. The violation of this rule shall result in the automatic disqualification of any Bid submitted by the violator, as specified in Section P of
Chapter 8 of the Clay County Purchasing Manual. Exceptions: The no-contact rule set forth
shall not apply to inquiries submitted to the authorized contact person, the pre-bid conference, or
to formal presentations by finalists to the Board of County Commissioners or to the County’s evaluation committee.
6. Additional Evaluation: The County reserves the right to request any additional information
from Bidders after Bid Opening and before award as may be necessary to assist in review and evaluation of any Bid prior to submittal of a recommendation for award to the Board of County
Commissioners.
7. Award: The Bid will be awarded to the responsible Bidder(s) submitting a Bid determined to provide the best value to the County with price, technical, and other applicable factors considered. The County reserves the right to award to multiple bidders.
8. Waiver of Formalities/Rejection of Bids: The County reserves the right to waive formalities in
any Bid, to reject any or all Bids with or without cause, to waive irregularities/technicalities, and waive technical and non-technical or non-material defects in the Bid document or submittal of
any Bid. The County reserves the right to make award either in part or completely, and/or to
accept the Bid that, in its judgment, will be in the best interest of the County. Bids in which the
prices obviously are unbalanced will be rejected. The County reserves the right to reject any and all Bids and to re-advertise for all or any part of this solicitation as deemed in its best interest.
9. Cancellation of Bid: Clay County reserves the right to cancel a solicitation at any time prior to
approval of the award. The decision to cancel a solicitation cannot be the basis for a protest under
the formal protest process as referenced herein. 10. No Bid: Each company not intending to respond to this Bid should reply with a written “No Bid
Statement”. Such action will maintain the company on the appropriate active Bidder solicitation
list. Three (3) failures to respond to solicitations may result in deletion from the Bidder solicitation list.
11. Bid Errors: Where Bid forms have erasures or corrections, each erasure or correction must be
initialed in ink by the Bidder. In case of unit price Bid items, if an error is committed in the extension of an item, the unit price as shown in the Bid response will govern. Errors between any sum, computed by the Bidder, and the correct sum thereof will be resolved in favor of the correct
sum. Any discrepancy between words and numbers will be resolved in favor of the written
words.
12. Deviations: Bidders are hereby advised the County will only consider Bids that meet the specifications and other requirements imposed upon them by this Bid document. In instances
where a deviation is stated in the Bid Form, said Bid will be subject to rejection by the County in
recognition of the fact that said Bid does not meet the exact requirements imposed upon the
Bidder by the Bid or Contract documents.
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13. Bid Protests: Any company affected adversely by the County’s decision may file with the
County Purchasing Department a “Notice of Protest” in writing within 72 hours after the posting
of the recommended award. Failure to file a written Notice of Protest shall constitute a waiver of
proceedings under Chapter 8 (N) of the Clay County Purchasing Policies. Failure to file a written petition initiating a formal protest proceeding within the time frame and in the manner prescribed in Section 8 (N) of said policy shall constitute a waiver of the right to protest the Bid solicitation,
any addendum thereto, or the Bid award recommendation or decision, and to initiate a formal
protest proceeding under said policy. The County’s Purchasing Policy may be viewed at the
County’s website by following the appropriate links from the Homepage.
14. Public Entity Crimes: Pursuant to Section 287.133(2)(a) of the Florida Statutes, a person or
affiliate who has been placed on the convicted vendor list following a conviction for a public
entity crime may not submit a Bid for a Contract to provide any goods or services to a public entity, may not submit a Bid for a Contract with a public entity for the construction or repair of a
public building or public work, may not submit Bids on leases of real property to a public entity,
may not be awarded or perform work as a Contractor, supplier, subcontractor, or consultant under
a Contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017 of the Florida Statutes, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. By
submitting a Bid, Bidder attests that they have not been placed on the “Convicted Vendor List”.
15. Debarment: By submitting a Proposal, the Bidder certifies that it is not currently debarred from submitting proposals for contracts issued by any political subdivision or agency of the State of
Florida and that it is not an agent of a person or entity that is currently debarred from submitting
proposals for contracts issued by any subdivision or agency of the State of Florida.
16. Laws and Regulations: The Bidder shall comply with all laws and regulations applicable to provide the goods and/or services specified in this solicitation. The Bidder shall be familiar with
all federal, state and local laws that may affect the goods and/or services offered. All applicable
Federal and State laws, municipal and Clay County ordinances, and the rules and regulations of
all authorities having jurisdiction over any part of the project shall apply to the entire project and Contract.
17.Scrutinized Companies Certification: In compliance with subsection (5) of Section
287.135(5), Florida Statutes the Bidder certifies that the company is not participating in a
boycott of Israel as defined in subsection (1) of the Statute; is not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the
Iran Petroleum Energy Sector List as referred to in subsection (2) of the Statute; and does not
have business operations in Cuba or Syria as defined in subsection (1) of the Statute. The
included Scrutinized Companies Certification Form must be completed and returned as part
of the bid submittal.
18. Laws and Regulations: The Bidder shall comply with all laws and regulations applicable to
provide the goods and/or services specified in this solicitation. The Bidder shall be familiar
with all federal, state and local laws that may affect the goods and/or services offered. All
applicable Federal and State laws, municipal and Clay County ordinances, and the rules and regulations of all authorities having jurisdiction over any part of the project shall apply to the
entire project and Contract.
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19. Copyright Restrictions: Both the County seal and the County logo are being registered for a
copyright. Neither the Clay County seal nor the logo may be used or provided to non-Clay
County government users for use on company Bids, presentations, etc.
20. Indemnification: The awarded Bidder shall indemnify and hold harmless the County, and its officers and employees, from liabilities, damages, losses, and costs, including, but not limited to,
reasonable attorneys' fees, to the extent caused by the negligence, recklessness, or intentionally
wrongful conduct of the company and other persons employed or utilized by the company in the
performance of the Contract. The provisions of Florida Statute 768.28 applicable to Clay County, Florida apply in full to this Contract. Any legal actions to recover monetary damages in
tort for injury or loss of property, personal injury, or death caused by the negligent or wrongful
act or omission of any employee of the County acting within the scope of his/her office or
employment are subject to the limitations specified in this statute.
No officer, employee or agent of the County acting within the scope of his/her employment or
function shall be held personally liable in tort or named as a defendant in any action for any or
damage suffered as a result of any act, event, or failure to act. The County shall not be liable in tort for the acts or omissions of an officer, employee, or agent committed while acting outside the course and scope of his/her employment. This exclusion includes actions committed in bad faith
or with malicious purpose, or in a manner exhibiting wanton and willful disregard of human
rights, safety, or property.
21. Insurance Requirements: Prior to commencement of the project, the awarded Bidder shall
provide the County Purchasing Department with proof of the following insurance:
a. Commercial General Liability
1. General Aggregate $1,000,000
2. Products and Completed Operations Aggregate $1,000,000
3. Personal and Advertising Injury $1,000,000
4. Each Occurrence $1,000,000 5. Fire Damage (any one fire) $ 50,000 6. Medical Expense (any one person) $ 5,000
b. Automobile Liability
1. Any automobile-Combined bodily injury/property damage, $1,000,000
with minimum limits for all additional
coverages as required by Florida law
c. Workers Compensation/Employers Liability
1. Workers Compensation statutory limits
2. Employers Liability a. Each Accident $ 100,000 b. Disease-Policy $ 500,000
c. Disease-Each Employee $ 100,000
d. Professional Liability 1. When required by Contract-per occurrence $ 1,000,000
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The awarded Bidder must maintain insurance coverage at the above-prescribed levels through the
date of completion of the project and such coverage must include all independent Contractors and
Subcontractors. Either prior to, or simultaneously with the execution of the Contract, the
awarded Bidder must deliver certificates of insurance for the required insurance coverage to the County naming “Clay County, a political subdivision of the State of Florida, the Board of County Commissioners, Clay County, Florida; and all public agencies of Clay County, as their interests
may appear” as “Additional Insured.” Said certificates of insurance shall also include a thirty-
day prior written notice of cancellation, modification or non-renewal to be provided to the
County.
22. Performance and Payment Bond Requirements: Performance and Payment Bonds are not
required for projects of $200,000.00 or less. Prior to commencement of a project exceeding
$200,000.00, the awarded Bidder shall file a 100% Performance Bond and Payment Bond (using Clay County’s Standard Form) in the Public Record of Clay County, Florida, Recording Dept./Room 130, 825 North Orange Avenue, Green Cove Springs, Florida 32043. The recorded
Performance and Payment Bonds shall be provided prior to the commencement of construction to
Clay County Purchasing Department, PO Box 1366, Green Cove Springs, Florida 32043. Performance and Payment Bonds must be increased in accordance with any change order increases on the project.
23. Bid Preparation Costs: By submission of a Bid, the Bidder agrees that all costs associated with
the preparation of his/her Bid will be the sole responsibility of the Bidder and shall not be borne by the County. The Bidder also agrees that the County bears no responsibility for any costs
associated with the preparation of their Bid and/or any administrative or judicial proceedings
resulting from the solicitation process.
24. Business Registration Requirement: In accordance with Chapters 605-623, Florida Statutes, in order to do business in the State of Florida, corporations (and other business designations) are
required to be registered and in good standing with the Department of State, Division of
Corporations. To be eligible to receive a contract and/or purchase order registration must be
accomplished prior to the initial posting indicating intent to award to that vendor. Failure to be registered may be cause for disqualification. Contact the Division of Corporations at (850) 245-6000. Online-filing is available at: http://dos.myflorida.com/sunbiz
25. Contractor Qualifications and Requirements: At the time of Bid Opening, all Bidders must be certified or registered pursuant to Chapter 489, Florida Statutes, or hold a Clay County certification under Article III of Chapter 7 of the Clay County Code, as applicable, at
the time of submitting a Bid. All Bidders must submit evidence of current state certification
or registration, or County certification, as applicable, prior to award of this Bid. The following licensing requirements shall apply when the applicable Florida statute mandates
specific licensing for Contractors engaged in the type of work covered by this solicitation.
a. State of Florida, Department of Professional Regulation, Construction Industries Licensing Board and licensed by other federal, state, regional, county or municipal agencies having jurisdiction over the specified construction work.
b. Said licenses shall be in the Bidder's name as it appears on the Bid Form. Bidder shall supply
a copy of each applicable license showing the appropriate license numbers, with expiration
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dates as required by the County. Failure to hold and provide proof of proper licensing,
certification and registration may be grounds for rejection of the Bid and/or termination of
the Contract.
c. Subcontractors Contracted by the Prime Contractor shall be licensed in their respective fields to obtain construction permits from the County. Said license must be in the name of the
subcontractor.
The following licensing requirements shall apply when applicable (Contractor Prequalification):
Florida Law and Rules of the State of Florida, Department of Transportation, require
contractors to be prequalified with the Department in order to bid for the performance of
road, bridge, or public transportation construction contracts greater than $250,000.00. The Contractor Prequalification process results in the issuance of a Certificate of Qualification for
each successful applicant which lists the approved work classes and the Maximum Capacity
Rating in dollars. It is the responsibility of potential bidders to review the requirement and
meet the qualifications listed at: http://www.dot.state.fl.us/cc-
admin/PreQual_Info/prequalified.shtm. Contractors not meeting the applicable work types associated with the scope of the work may utilize subcontractors to assist with meeting the
requirement of all necessary prequalification work classes.
26. Qualification: The County shall have the right to review the references, experience of assigned personnel, and qualifications of the Contractor in order to make the final determination of
acceptability of the Contractor to be awarded the Contract and construct the work.
The Board of County Commissioners may reject, at its sole discretion, any Bidder the Commission finds to lack, or who’s present or former executive employees, officers, directors, stockholders, partners or owners are found by the Commission to lack honesty, integrity, or
moral responsibility. The Commission's finding may be based on any of the following factors:
the disclosure required herein, the County's own investigation, public records, or any other
reliable source of information. The Commission may also reject any Bidder failing to make the disclosure required herein. By submitting a Bid, Bidder recognizes and accepts that the Board of County Commissioners may reject any Bid at its sole discretion and the Bidder waives any claim
it might have for damages or other relief arising from the rejection of its Bid or resulting directly
or indirectly from the rejection of its Bid based on these grounds or from the disclosure of any pertinent information relating to the reasons for rejection of its Bid.
27. Subcontractors: The County reserves the right to approve all Subcontractors for this Contract. If
Subcontractors are to be utilized, their names and references must be included within this Bid. Responsibility for the performance of the Contract remains with the main Contractor exclusively. After the commencement of the project, subcontractors may be added or modified during the
Contract period only with prior written permission from the County, and only for reasonable
cause, as judged by the County.
28. Interpretation of Plans and Specifications: No interpretation of the meaning of the plans, specifications, or other Contract documents will be made to any Bidder orally. Every request
for interpretation should be in writing addressed to the Purchasing Department. To be given
consideration, such requests must be received no later than March 6, 2019.
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Any and all such interpretations and any supplemental instructions will be in the form of a
written addendum. All Addenda issued shall become part of the Bid and Contract documents,
and receipt must be acknowledged on the Bid Form, by completion of the applicable information
on the Addendum, and submitting it with the Bid. Failure to acknowledge Addenda which have no effect on the competitive nature of the bidding process may be a waiveable deviation at the County’s sole discretion.
29. Conflict of Interest: The award hereunder is subject to Chapter 112, Florida Statutes. All
proposers must disclose with their Proposal, any personal or organizational conflicts of interest pursuant to Section 112.313, Florida Statutes, the name of any officer, director, or agent who is
also an employee of the Clay County Board of County Commissioners. Further, all proposers
must disclose the name of any Clay County Board of County Commissioners employee who
owns, directly or indirectly, an interest of the proposer’s firm or any of its branches.
30. Use of Contract by Other Government Agencies: At the option of the Bidder, the use of the
Contract resulting from this solicitation may be extended to other governmental agencies,
including the State of Florida, its agencies, political subdivisions, counties, and cities. Each governmental agency allowed by the Bidder to use this Contract shall do so independent of
any other governmental entity. Each agency shall be responsible for its own purchases and shall
be liable only for goods or services ordered, received and accepted. No agency receives any
liability by virtue of this bid and subsequent contract award.
31. Execution of Contract and Notice to Proceed: The awarded Bidder may be required to sign a
written Contract. Said Contract will evidence in written form the agreement between the parties.
32. All payments made under this Bid will be made in accordance with the Local Government Prompt Payment Act; in effect, not later than 45 days from receipt of proper invoice.
33. At the discretion of the Board of County Commissioners any Committee contemplated herein,
Vendors submitting proposals may be requested to make oral presentations as part of the evaluation process.
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RFP No. 18/19-2, VARIOUS EQUIPMENT AND AMENITIES FOR PARKS AND
PLAYGROUNDS – SCOPE OF SERVICES
(Provided by Parks and Recreation Department)
SCOPE:
The purpose of this bid invitation:
1. Establish a firm, fixed percentage discount from manufacturer’s and/or bidder’s current
catalog/supply/product information price list for the purchase of various equipment and
amenities for parks and playgrounds as requested by the Clay County Division of Parks and Recreation. The County reserves the right to award to multiple bidders.
2. Establish a firm, fixed percentage of manufacturer’s and/or bidder’s current
catalog/supply/product information price list, after applying the above requested discount
for purchase, for the installation of various equipment and amenities. It is understood
that bidder’s current catalog/supply/product information price list are subject to change; however, percentages shall remain fixed. No extra charges or compensation will be
allowed for installation above and beyond what has already been presented in your bid. If
the bidder offers specialized catalogs, the catalogs must be submitted separately from any
other catalog offered by the bidder.
3. This bid is also a means for qualifying vendors for ball park lighting services. Qualifying vendors will be requested to provide pricing on a project by project basis as defined in the
method of ordering section of this bid utilizing prices provided in bid response. The
qualified vendor(s) providing the lowest responsive quote will be awarded the project.
4. There is no guarantee any purchases will be made after award. Purchase orders will be
issued subject to availability of funds.
RESPONSIBILITY:
Bidder shall be responsible for all labor, materials, equipment, supervision, off-loading, storage,
and installation, of various equipment and amenities for parks and playground equipment or amenities ordered, unless otherwise specified by the County. The County may elect, in certain
circumstances, to purchase only materials and have those materials installed by others (e.g.,
volunteers, County staff). These items will be shipped to a designated location and off-loaded by
the bidder or bidder’s representative.
QUALIFICATION OF INSTALLERS:
If a bidder utilizes a sub-contracted installer for any park or playground equipment, a list of sub-
contracted installers must be included with their bid. Additionally, the bidder must supply
WRITTEN FACTORY/MANUFACTURER CERTIFICATION that its installer, or its sub-contracted installer, is an authorized installer, certified to install various equipment and amenities
for parks and playground equipment as required by each manufacturer.
CATALOGS AND MANUFACTURER SUGGESTED RETAIL PRICE (MSRP) LISTS:
Each bidder shall submit with this bid, at no charge, two (2) sets of each current
catalog/supply/product information price list as well as current MSRP list for each catalog
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submitted. All catalogs and/or MSRP lists shall clearly identify bidder’s name, address and
telephone number.
The vendor shall supply at no charge, two (2) sets of each then current catalog/supply/product information price list as well as current MSRP list for each catalog submitted upon price
changes. At renewal time Vendor may request that new manufacturers be added. County reserves
the right to approve or deny this request.
COMPLIANCE WITH LAWS AND CODES:
Bidders must strictly comply with Federal, State and local building and safety codes. Equipment
must meet all State and Federal safety regulations. The following publications (issue in effect on
date of invitation to bid) shall form a part of this specification:
A. American Society for Testing and Materials (ASTM):
ASTM-F1487 Standards – Methods of testing Playground Equipment for
Public Use.
ASTM-F1292 Standards - Method for testing various surfacing materials
to determine their “critical height” (the fall height below
which a life threatening head injury would not be expected
to occur)
Copies may be obtained from the - American Society for Testing and Materials
100 Barr Harbor Drive
West Conshohocken, PA 19428
B. Consumer Product Safety Commission (CPSC) – printed Handbook for Public Playground Safety.
Copies may be obtained from the - US Consumer Product Safety Commission
4330 East West Highway
Bethesda, MD 20814 (301) 504-7923
C. National Playground Safety Institute (NPSI) – identification of 12 leading causes
of injuries on playgrounds.
Copies may be obtained from the - National Recreation and Park Association
22377 Belmont Ridge Road
Ashburn, VA 20148-4150
(703) 858-0784
D. Americans with Disabilities Act (ADA) Regulations for Title III, Appendix A,
Standards for Accessible Design, issued by the Department of Justice.
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Copies may be obtained by calling: (800) 514-0301
Bidders certify that all products (materials, equipment, processes, age appropriate signage, or other items supplied in response to this bid) contained in its bid meet all Federal and State
requirements, Upon completion of installation of play equipment and/or playground
surfacing, bidder shall furnish to the County a certificate so stating the equipment
/surfacing and its installation meet all Federal and State requirements as outlined in the
above publications. Bidders further certify that if the product(s) delivered and/or installed are subsequently found to
be deficient in any of the aforementioned requirements in effect on date of delivery, all costs
necessary to bring the product(s) and installation into compliance shall be borne by the bidder.
INVOICING:
Invoices may be issued once equipment, materials, and supplies are delivered and/or installed to
the county’s satisfaction. At a minimum, invoices must include: Purchase Order Number, Item
Number and Description, Date of Shipment, Quantity Ordered, Unit Price, Unit of Measure, and a total for all purchases. Standard payment terms are Net 45 days per the Local Government
Prompt Payment Act.
TERMS OF CONTRACT:
The term of bid award for various equipment and amenities for parks and playgrounds will be three (3) years, with two (2) one (1) year renewal options. Discounts from this solicitation shall
prevail for the full duration of the contract and including subsequent extensions. County
reserves the right to use other available bids or contracts when in the best interest of the County.
METHOD OF ORDERING: The County may generate a Request for Quotation, on an “as needed” basis, for park and
playground equipment and/or ball field lighting together with a request for additional services
required to complete that project (see attached Quote sample sheet). The County reserves the right to send such Request for Quotation to any or all awarded bidders. The Request for
Quotation can define the project exactly or the Request for Quotation can describe a desired end
result, allowing the bidder to design the park or playground site.
After generating a Request for Quotation for a project, and before bidder’s submission of its quotation in response to the Request for Quotation, the County may require requested bidder (s)
to attend a site visit with County personnel to familiarize the bidder(s) with the site and
determine additional services that may be required to complete the project. Bidders will be
responsible for the accuracy of all fixed measurements.
The bidder’s quotation in response to the Request for Quotation must contain each of the
following:
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• A detailed breakdown of the cost for the entire project. Descriptions of additional
services related to the project, together with their price, shall also be listed.
• Include Catalog Name, Number and associated discount. When quoting projects where freight would be charged, those costs must be included in quote so freight charges can
appear on the purchase order. Freight charges for equipment must be pre-paid and added
to the invoice.
• Names of any and all subcontractors on the project. It is understood the bidder remains responsible for project completion and acceptance by the County. The County reserves
the right to reject any quotation in response to a Request for Quotation if said quotation
names a subcontractor who has, in the sole opinion of the County, previously failed in the
proper performance of an award or failed to deliver on time contracts of a similar nature,
or who is not in a position to perform properly under this award.
• Project Completion Date.
• Include an updated catalog, if needed and updated MSRP lists for the park and play
equipment specifically quoted.
The County will generate purchase orders as a result of approved “Request for Quotations”
submitted, at the sole discretion of the County. The County reserves the right to not award to
any, or to use other available bids or contracts when in the best interest of the County.
PROMOTIONAL PRICING: During the contract period, bidders shall extend any pricing offered on a “promotional” basis
from the manufacturer to the county. It will be the bidder’s responsibility to monitor said items
and report any that are or will be offered at lower prices.
SUPERVISION:
A bidder’s job supervisor/representative shall be on the work site at all times and be thoroughly
knowledgeable of the materials, job requirements, plans, specifications and installation functions.
Contractors shall be responsible for the appearance of all working personnel assigned to the project (clean and appropriately dressed at all times).
JOB COMPLETION:
Bidder/installer shall be responsible for all materials received and signed for from date of order to completion of job installation.
Bidder/installer shall be responsible for cleanup and removal of all debris resulting in job
completion.
Bidder/installer shall be responsible for restoring the work site to its original condition at the
completion of the project. This shall include re-sodding of the area affected by their work with
sod which is of the same variety and quality as the surrounding sod. Where no sod exists prior to
installation, the contractor shall restore grade to a level consistent with the surrounding grade.
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RESPONSIBILITY FOR DAMAGES AND PRESERVATION OF PROPERTY:
The bidder shall use due care to avoid damaging all property associated with, adjacent to, or in
any way affected by the work being performed. The bidder shall be responsible for the protection of all buildings, structures, and utilities that are underground, above ground, or on the
surface from their operations that may be hazardous and/or damaging to said facilities. Bidder
shall leave work site in a neat and orderly fashion at the end of each work day. Any damage
occurring to such items by bidder shall be immediately repaired or replaced to a condition at
least equal to that which existed prior to the damage. All costs incurred for repair or replacement shall be borne by the successful bidder. Any damages not repaired or replaced by the bidder
within ten (10) calendar days from notification will be fixed by the County or its contractor and
the cost shall be paid by the bidder or deducted from their invoice.
VIOLATIONS/DEFAULT: In the event the awarded bidder(s) should violate any provisions of this bid, such bidder will be
given written notice stating the deficiencies and given ten (10) days to correct deficiencies found.
The County reserves the right to terminate any bid, contract, or purchase order at any time due to
any violation.
In the event the awarded bidder(s) should breach this contract, the County reserves the right to
seek all remedies in law and/or in equity. Failure of an awarded bidder to adhere to completion
dates defined by bidder and County may result in no further purchase being made with such
bidder under this Bid.
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BID FORM
RFP No. 18/19-2, VARIOUS EQUIPMENT AND AMENITIES FOR PARKS AND
PLAYGROUNDS
Bidder:
Address:
City, State and Zip:
Phone: Email: Contact Name(s):
Signature of Bidder
*Bidder can provide additional price information related to Ball Field Lighting
MANUFACTURER CATALOGS:
Manufacturer:
Fixed Percentage Discount off MSRP:
Installation (Fixed Percentage of cost after discounts of equipment):
Manufacturer:
Fixed Percentage Discount off MSRP:
Installation (Fixed Percentage of cost after discounts of equipment):
Manufacturer:
Fixed Percentage Discount off MSRP:
Installation (Fixed Percentage of cost after discounts of equipment):
Manufacturer:
Fixed Percentage Discount off MSRP:
Installation (Fixed Percentage of cost after discounts of equipment):
(MULTIPLE SHEETS CAN BE USED)
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RFP #18-19-2, Various Equipment And Amenities For Parks And Playgrounds
SUB-CONTRACTOR EQUIPMENT INSTALLERS:
Business Name:
Address:
Phone Number:
Contact Name:
Business Name:
Address:
Phone Number:
Contact Name:
Business Name:
Address:
Phone Number:
Contact Name:
Note: Upon request bidders must supply WRITTEN CERTIFICATION (s) naming bidder, and/or each of its sub-contractor installer(s), as an authorized installer certified to install park and playground equipment as required by each manufacturer. Installers shall have a Certified National Playground Safety
Inspector (NPSI) present during installations and repairs.
(MULTIPLE SHEETS CAN BE USED)
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WARRANTY INFORMATION FORM
MAKE AND MODEL OF EQUIPMENT PROPOSED:
Is there a warranty on the equipment proposed? Yes No
Does the warranty apply to ALL components or only part? (State Explicitly)
Parts Warranty Period: Service Warranty Period:
Nearest source for parts and/or service center (s):
Name, address and phone number of the authorized service center (s):
1)
2)
3)
Name, address and phone number of the authority issuing this warranty: (Manufacturer, Distributor, etc.)
COPY OF COMPLETE WARRANTY STATEMENT IS SUBMITTED HEREWITH: Yes No
Name of Bidder:
Signature
Title Phone Number
(MULTIPLE SHEETS CAN BE USED)
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Example Request for Quotation
Various Equipment and Amenities for Parks and Playgrounds
Description of Project:
A site plan (not to scale), along with drawing of proposed amenities, is attached. A mandatory site visit is scheduled for at .
Price Quotation:
Manufacturer Item and Page
Number
Quantity MSRP Unit
Price
Contract
Discount
Extended
Price
*When quoting projects where freight would be charged, include those costs so freight charges can appear on the purchase order. Freight charges for equipment must be pre-paid and added to the invoice.
Additional Services Required:
Description Quantity Unit Price Extended Price
Total: $ List any Subcontractors:
1. Name
2. Address 3. Telephone Number
4. Contact Name
5. Designated Work 6. Subcontractor Cost
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RFP No. 18/19-2, VARIOUS EQUIPMENT AND AMENITIES FOR PARKS AND
PLAYGROUNDS
CORPORATE DETAIL
Failure to complete all fields may result in your bid being rejected as non-responsive.
COMPANY NAME: ____________________________________________________
ADDRESS: ____________________________________________________
____________________________________________________
____________________________________________________ TELEPHONE: ____________________________________________________
FAX #: ____________________________________________________
E-MAIL: ____________________________________________________
Name of Person submitting Bid: ___________________________________________
Title: ___________________________________________
Signature: ___________________________________________
Date: __________________________________________
ADDENDA ACKNOWLEDGMENT: Bidder acknowledges receipt of the following addendum:
Addendum No. _____ Date: __________ Acknowledged by: _________________________
Addendum No. _____ Date: __________ Acknowledged by: _________________________
Addendum No. _____ Date: __________ Acknowledged by: _________________________
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Certification Regarding Debarment, Suspension,
Ineligibility and Voluntary Exclusion Form
RFP No. 18/19-2, VARIOUS EQUIPMENT AND AMENITIES FOR PARKS AND PLAYGROUNDS (1) The prospective Vendor, ________________________________, certifies, by submission
of this document, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal Department or Agency.
(2) Where the Vendor is unable to certify to the above statement, the prospective Vendor
shall attach an explanation to this form.
Vendor:
______________________________________________
By: ___________________________________________ Signature
_______________________________________________ Name and Title
_______________________________________________ Street Address
_______________________________________________
City, State, Zip ________________________________
Date
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Scrutinized Companies Certification
[Clay County RFP No. 18/19-2, VARIOUS EQUIPMENT AND AMENITIES FOR PARKS AND PLAYGROUNDS]
Name of Company:1 _______________________________________________ In compliance with subsection (5) of Section 287.135(5), Florida Statutes (the Statute), the
undersigned hereby certifies that the company named above is not participating in a boycott of Israel
as defined in subsection (1) of the Statute; is not on the Scrutinized Companies with Activities in
Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List as
referred to in subsection (2) of the Statute; and does not have business operations in Cuba or Syria as
defined in subsection (1) of the Statute.
(Seal)
Insert Name of Company:
By:
Its
1 “Company” means a sole proprietorship, organization, association, corporation, partnership, joint venture, limited
partnership, limited liability partnership, limited liability company, or other entity or business association, including all
wholly owned subsidiaries, majority-owned subsidiaries, parent companies, or affiliates of such entities or business
associations, that exists for the purpose of making profit.
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“NO BID” Statement
RFP No. 18/19-2, VARIOUS EQUIPMENT AND AMENITIES FOR PARKS AND PLAYGROUNDS
If your company does not intend to bid on this procurement, please complete and return this form
prior to the date shown for receipt of Bids to: Clay County Purchasing Department, Attn: Donna
Fish, 477 Houston Street, Green Cove Springs, FL 32043
We, the undersigned, decline to bid on the above referenced invitation to bid for the following
reasons:
Specifications are too restrictive (please explain below or attach separately)
Unable to meet specifications
Specifications were unclear (please explain below or attach separately)
Insufficient time to respond
We do not offer this product or service
Our schedule would not permit us to perform at this time
Unable to meet bond requirements
Other (please explain below or attach separately)
Remarks:
_________________________________________________________________________
______________________________________________________________________ Company Name: Telephone #:_____________________
Signature: Fax #: ________________________
Print Name: Title: __________________________ Address: _________________________________________________________________
City: Zip: _______________________________________
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CHAPTER 8: PROCEDURES FOR PUBLIC BID OPENINGS
(A) Purpose: The purpose of this chapter is to specify procedures for the submittal, receipt,
opening and recording of all formal bids required by all of the various laws, ordinances, and other procedures and manuals governing the solicitation and awarding of public bids in Clay County, Florida, including but not limited to:
a. Section 336.44, Florida Statues (2001). b. Applicable Provisions of Clay County Code. c. Florida Department of Transportation Standard Specifications, most recent edition.
(B) Time of Opening: All bids shall be submitted to the Purchasing department, 4th Floor,
Clay County Administration Building, 477 Houston Street, Green Cove Springs, Florida, which
shall record receipt thereof by date and time on the bid envelope. Upon receipt, the Purchasing department will maintain custody and control of all bid submittals until after they have been opened. The deadline for a particular bid submittal shall be 4:00 P.M., of the Monday
immediately preceding the Tuesday upon which the bid is to be opened. No bid shall be opened
unless and until proof by publisher's affidavit of publication of the bid solicitation is received and
filed by the Purchasing department. Bidders and the public are welcomed to attend the opening and all subsequent committee and commission meetings related to the bids.
(C) Form of Bid Submittal: All bids shall be submitted in triplicate, (and if applicable only
on the forms provided by the County or its staff). Each bid and its accompanying materials shall
be submitted in a single, sealed and opaque envelope. The following items shall be prominently marked on the cover of the envelope by the party making the submittal prior thereto:
a. The number assigned to the particular bid solicitation.
b. The title of the bid exactly as it appeared in the published solicitation.
c. The date of the bid opening.
(D) Bid Receipt Procedure: The County Manager shall, in cooperation with his or her
Department heads and the Purchasing department, assign a specific and discrete number and title
to each bid solicitation, which shall be contained in the Request for Bids, the newspaper
publication, specifications and the Bid Form thereof. Three copies of each request for bid shall be submitted to the Purchasing department for distribution as provided in Section F hereof, and
the "Request For Bids" shall be signed prior to publication.
(E) Place of Opening: All bids properly submitted shall be opened in a public location so
designated in the bid solicitation.
(F) Distribution of Copies: Upon the opening of a bid, one copy shall be distributed to the
head of the originating department. Purchasing shall submit to the Finance committee of the
Board a tabulated list of all bidders and their bids, including bid number, name, staff assigned, a
recommendation to include but not be limited to the lowest responsive and responsible bid, or in a proper circumstance the best bid, budget information and alternatives. All staff assigned to evaluate bid and RFP responses shall do so observing all requirements of the Sunshine Law and
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in meetings noticed at least 72 hours in advance thereof. The Purchasing department shall serve
as the permanent record holder for the County Manager.
(G) Committee Review, Report and Recommendations: Bids shall be reviewed by the Board’s Finance committee following the bid opening. The Committee should, in the absence of
unusual circumstances, report its recommendation to the Board at the Board's next regularly
scheduled meeting, which shall include a tabulated list of all bidders and their bids. In all events,
the County Manager shall cause to be spread upon the minutes of the regular meeting of the
Board next following the opening of a particular bid, a list of all bidders and their bids. Upon being awarded a bid, and if a contract is entered into with the successful bidder then the County’s
Standard Addendum and IRS Form W-9, Request for Taxpayer Identification and Certification
must be completed.
(H) Ineligible Bid: Any bid that does not meet the foregoing requirements for form, time of submittal, number of copies or the specifications advertised will be rejected and the reasons
stated therefor; provided that the Purchasing department shall reject and return unopened all bids
which do not meet the foregoing requirements for time of submittal, or envelope markings. Bids
that do not meet requirements for form will be rejected and declared "No Bid". The Board
reserves the power to reject all bids and in its discretion to re-advertise the solicitation.
(I) Bid Withdrawal Period: Any bid submitted requires a five (5) percent bond unless
waived by the Board prior to solicitation, which cannot be withdrawn for a period of 30 days
subsequent to the date of the bid opening, notice of which shall be incorporated in all requests for
bids. As used herein, the term bond shall include cashier or certified checks payable to the County. All such checks shall be held by the Finance department for safekeeping immediately upon acceptance of the bid (but not deposited). The Finance department is hereby authorized to
return each bond to the submitting party, as soon as practicable, upon written request to the
Finance department, but only after a bid and contract have been awarded and executed between
the County and the successful bidder for a particular project, or in the event that all bids have been rejected by the Board, or in the event the time provided that the bid shall remain in effect shall have expired and the bid submitter requests its return in writing.
(1) Vendors bidding on SHIP rehabilitation projects are exempt from the bid bond requirements
delineated in 8(I) above or as may be otherwise stated elsewhere in this policy document.
(2) Vendors bidding on commodities price contracts, or any other type of contract that does not
commit the Board to an actual exchange transaction (purchase) but rather seeks only a fixed unit
price commitment from a vendor in the event a future purchase decision is made, shall be exempt
from the bid bond requirements delineated in 8(I) above or as may be otherwise stated elsewhere in this policy document.
(J) Bid Addenda: All addenda distributed subsequent to the initial distribution of
specifications shall be sent by certified mail/return receipt requested, said return receipt to be
returned to the Purchasing department identified by bid number. Prior to mailing, a copy of each addendum shall be received by the Purchasing department, provided that no addendum shall be
mailed later than five (5) working days prior to the scheduled bid opening date.
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(K) Bid Tabulation Form: The bid Tabulation Form used at bid openings shall include a
place thereon for three witnesses to sign. This procedure will eliminate the need for signing each
individual bid at the time of opening, thus requiring the three witnesses to sign only once for
each bid number submitted.
(L) Authority to Delay Bid Openings: The County Manager is hereby authorized, without
seeking prior approval of the Board in any particular case, to order a delay of any bid opening
from its scheduled date and time to a time certain on the agenda of the next regularly scheduled
meeting of the Board, or such special meeting called for such purpose. The delay may be ordered at any time prior to the time of the scheduled opening, provided that such order be in
writing, addressed and delivered to the Purchasing department with a copy delivered to the
County Manager, and that copies thereof be mailed by certified mail, return receipt requested to
all responding bidders as soon thereafter as is reasonably practicable. Upon receipt of the order,
the Purchasing department shall immediately record the date and time thereof. The Purchasing department shall continue to accept sealed bids up until the applicable deadline. At the date and
time originally scheduled for the bid opening, the Purchasing department shall announce the
delay order to all in attendance and shall continue to maintain in its custody all properly
submitted sealed bids until further order of the Board. At the time certain scheduled before the
Board, the County Manager shall present his reason or reasons for the delay order and his recommendation for disposition of bids submitted. The Board may order the bids to be opened
then and there, or at some other time and date certain; it may cancel the bid and order the return
of all bids unopened; it may order a further delay of the bid opening; or it may make any other
order appropriate to the circumstances. If the bids are ultimately opened, they shall be reviewed
as provided elsewhere herein. If a delay occurs as provided herein, then the 30 day withdrawal period as provided in 8(I) shall commence upon the date of the actual bid opening, provided such
date is not more than 60 days subsequent to the originally scheduled date. No delay shall be
ordered beyond such 60 day period, unless the parties submitting timely bids consent to such
delay in writing. In no event is the County Manager authorized to extend the deadline for bid
submittals for any particular project, only the bid opening date.
(M) Contractor's Insurance Requirement:
1. Any Contractor submitting a bid for any public works project must include, within its initial
bid response, proof of the following insurance, in effect continuously from the date of submittal
through the 60 days subsequent to the scheduled bid opening date:
a. Commercial General Liability
1. General Aggregate $1,000,000
2. Products and Completed Operations Aggregate $1,000,000
3. Personal and Advertising Injury $1,000,000 4. Each Occurrence $1,000,000
5. Fire Damage (any one fire) $ 50,000
6. Medical Expense (any one person) $ 5,000
b. Automobile Liability 1. Any automobile-Combined bodily injury/property damage, $1,000,000
with minimum limits for all additional coverage as required by Florida law
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c. Workers Compensation/Employers Liability
1. Workers Compensation statutory limits
2. Employers Liability a. Each Accident $ 100,000
b. Disease-Policy $ 500,000
c. Disease-Each Employee $ 100,000
d. Professional Liability 1. When required by contract-per occurrence $1,000,000
2. Upon being awarded the bid, the contractor must provide proof that such insurance will be in
effect from the date of commencement of the project. The contractor will maintain insurance
coverage at the above-prescribed levels through the date of completion of the project and that
coverage will include all independent contractors and subcontractors. Either prior to or simultaneously with the execution of the contract, the successful bidder must deliver certificates
of insurance for the required insurance coverages to the County naming “Clay County, a political
subdivision of the State of Florida; The Board of County Commissioners, Clay County, Florida;
and all public agencies of Clay County, as their interests may appear” as “Additional Insureds.”
Said certificates of insurance shall also include a thirty day prior written notice of cancellation, modification or non-renewal to be provided to the County.
3. The Board reserves the right to waive, raise or lower the minimum coverages required for
particular projects prior to bid solicitation by affirmative action. The Board will not waive any
defects in a bid submittal pertaining to matters under this subsection. (N) Bid Awards and Protests:
1. Both the INSTRUCTIONS and the PUBLISHED NOTICE for every sealed bid solicitation
shall include conspicuously the following statements: FOLLOWING THE BID OPENING AND TABULATION, A “NOTICE OF
INTENT TO AWARD BID” OR A “NOTICE OF REJECTION OF ALL BIDS”
WILL BE POSTED ON THE INTERNET AT: [insert bid notice web address1].
THIS WEBPAGE CAN ALSO BE ACCESSED FROM THE HOMEPAGE OF THE COUNTY’S WEBSITE AT: [insert County’s homepage address2] BY [insert suitable
directions3]. NO OTHER NOTICE WILL BE POSTED.
1 As of the date on which this Purchasing Policy was adopted, the bid notice web address was: http://www.claycountygov.com/departments/purchasing-division/bcc-bid-tabs-current-bids-intent-bids-rejection-
bids
2 As of the date on which this Purchasing Policy was adopted, the County’s homepage address was: http://www.claycountygov.com/. 3 As of the date on which this Purchasing Policy was adopted, suitable directions would be: “FOLLOWING THE
“Notice of Intent Bids” LINK UNDER THE “Business” ROLLOVER BUTTON”.
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PROSPECTIVE BIDDERS ARE NOTIFIED THAT THE FAILURE TO INCLUDE
WITHIN THE SEALED BID ENVELOPE A PROPER BID BOND OR OTHER
SECURITY APPROVED UNDER THE COUNTY’S PURCHASING POLICY, IF
REQUIRED FOR THIS SOLICITATION, OR THE FAILURE TO FILE A WRITTEN NOTICE OF PROTEST AND TO FILE A WRITTEN PETITION INITIATING A FORMAL PROTEST PROCEEDING WITHIN THE TIMES AND
IN THE MANNER PRESCRIBED IN SECTION 8.N. OF SAID POLICY, SHALL
CONSTITUTE A WAIVER OF THE RIGHT TO PROTEST THE BID
SOLICITATION, ANY ADDENDUM THERETO, OR THE BID DECISION, AS APPLICABLE, AND TO INITIATE A FORMAL PROTEST PROCEEDING
UNDER SAID POLICY. THE COUNTY’S PURCHASING POLICY CAN BE
VIEWED AT THE COUNTY’S WEBSITE BY FOLLOWING THE
APPROPRIATE LINKS FROM THE HOMEPAGE ADDRESS SET FORTH ABOVE.
IF A PROSPECTIVE BIDDER IS IN DOUBT WHETHER THIS SOLICITATION
REQUIRES A BID BOND, SUCH PROSPECTIVE BIDDER IS SOLELY RESPONSIBLE FOR MAKING APPROPRIATE INQUIRY.
2. Unless otherwise expressly directed by the Board in its decision on a bid award, immediately
following such decision the County Manager shall cause a “Notice of Intent to Award Bid” or a
“Notice of Rejection of All Bids” to be posted on the County’s website, with the time and date of posting appearing thereon. Notice shall not be posted elsewhere. The notice shall be posted in
portable document format or other secure format.
3. The failure on the part of a prospective bidder to include within the sealed bid envelope a proper bid bond or other security approved under this policy, if required for the particular bid
solicitation, or the failure by a prospective bidder to file a written notice of protest and to file a
written petition initiating a formal protest proceeding within the times and in the manner
prescribed in this section shall constitute a waiver of the prospective bidder’s right to protest the bid solicitation, any addendum thereto, the Board’s bid decision, as applicable, and to initiate a formal protest proceeding hereunder.
4. A prospective bidder is solely responsible for determining whether a particular bid
solicitation requires a bid bond, and for resolving any doubt by making appropriate inquiry. 5. The County Manager shall cause a copy of this policy to be posted on the County’s
website in portable document format or other secure format. The County Manager shall cause to
be established conspicuous and easy-to-follow links to the policy from the homepage.
6. Any person who is adversely affected by a bid solicitation, by any addendum thereto, or by a bid decision may file with the County Manager a written notice of protest no later than 4:30
p.m. on the third business day immediately following the date notice is published, with respect to
a bid solicitation; no later than 4:30 p.m. on the third business day immediately following the
date of issuance, with respect to a bid addendum; and within 72 hours after the posting of the notice, exclusive of hours occurring during days that are other than business days, with respect to a bid decision.
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7. A formal protest proceeding shall be deemed commenced upon the timely filing of a
written petition initiating the same. A written petition initiating a formal protest proceeding must
be filed with the County Manager no later than 4:30 p.m. on the tenth calendar day immediately following the date on which the written notice of protest was filed; provided, if the tenth calendar
day is not a business day, then the petition must be filed no later than 4:30 p.m. on the first
business day immediately following said tenth calendar day. The petition must set forth with
particularity the facts and law upon which the protest is based. The petition must conform
substantially with the requirements for petitions set forth in Rule 28-106.201, Florida Administrative Code. References in this section to a petition shall mean a written petition
initiating a formal protest proceeding filed in accordance with this subsection.
8. Any protest of a bid solicitation or bid addendum shall pertain exclusively to the terms,
conditions, and specifications contained in a bid solicitation or bid addendum, including any provisions governing the methods for ranking bids, proposals, or replies, awarding contracts,
reserving rights of further negotiation, or modifying or amending any contract.
9. Upon receipt of a formal written notice of protest that has been timely filed, the County
Manager shall suspend the bid solicitation or bid award process until the subject of the protest is resolved by final action as specified in this section, unless the County Manager sets forth in
writing particular facts and circumstances which require the continuance of the solicitation or
award process without delay in order to avoid an immediate and serious danger to the public
health, safety, or welfare. Such suspension shall be lifted immediately in the event the protesting
party shall have failed to timely file a petition.
10. Intervenors shall be permitted to participate in the formal protest proceeding in
accordance with the procedures governing intervenor practice set forth in Rule Chapter 28-106,
Florida Administrative Code, and shall be subject to all limitations provided therein applicable to
intervenors.
11. In his or her discretion, the County Manager may provide an opportunity to resolve the
protest by mutual agreement between the County Manager and the protesting party within 7
calendar days after receipt of a timely petition. Such agreement must be reduced to writing,
signed by the County Manager and the protesting party or such party’s authorized agent, and submitted to the Board at the earliest opportunity. The agreement shall not be deemed effective
unless ratified by the Board. If the Board shall fail to ratify the agreement, then the protest shall
proceed to resolution as hereinafter provided.
12. Within 10 business days following the timely filing of a petition, or, if the Board shall have considered but failed to ratify an agreement submitted to it under subsection 11, then within
10 business days thereafter, a hearing shall be conducted pursuant to subsection 13 before a
hearing officer, who shall be the County Manager or his or her designee. The County Manager
may designate any department head as the hearing officer; provided, a department head who is
substantially involved in or connected with the bid solicitation or bid award process shall be deemed disqualified from serving as the hearing officer, unless such involvement or connection
is purely ministerial in nature.
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13. All hearings shall be conducted pursuant to written notice to the protesting party, the
County Attorney’s Office and all intervenors by the hearing officer specifying the time, date and
place of the hearing. Particular rules and procedures governing each such hearing are as follows:
a. The audio thereof shall be recorded electronically.
b. Prior to the hearing only, motion practice may be permitted by the hearing officer
in his or her discretion in accordance with the rules governing the same set forth in Rule Chapter 28-106, Florida Administrative Code. All motions shall be ruled upon prior to or
at the start of the hearing, except that rulings on motions in limine may be deferred to an
appropriate time during or after the hearing.
c. Prior to the hearing, the protesting party, the County and all intervenors must confer and endeavor to stipulate to as many relevant and undisputed facts upon which the
decision is to be based as may be practicable. Such stipulation must also identify those
issues of material fact, if any, that remain in dispute. The stipulation must be reduced to
a writing signed by or on behalf of the protesting party, the County and all intervenors,
and be submitted to the hearing officer at least two business days prior to the hearing. The stipulation may include an appendix comprising documents that shall be deemed
admitted and considered as evidence for purposes of the hearing, or referring to tangible
items deemed admitted and considered as evidence for purposes of the hearing, which
items shall either be presented at the hearing or, if such presentation is impractical,
submitted to the hearing officer by graphic, descriptive, representational, photographic, videotape or similar medium properly depicting or characterizing the items.
d. The protesting party and all intervenors shall have the right to appear before the
hearing officer at the hearing in proper person or through counsel and, as to those issues
of material fact, if any, that remain in dispute, as identified in the stipulation, to present relevant testimonial, documentary and tangible evidence, and to be heard on the
substantive issues bearing on the protest. The County shall be deemed a party to the
proceeding, and the County Attorney or any assistant county attorney may participate in
the protest proceeding, appear before the hearing officer, present evidence and be heard
on behalf of the County.
e. All witnesses shall be placed under oath by the hearing officer prior to testifying,
and shall be subject to cross-examination by any hearing participant.
f. Hearsay evidence shall be admissible unless the hearing officer shall determine the same to be redundant, unreliable or prejudicial.
g. At the hearing any hearing participant may offer appropriate argument and
summation, and submit a written brief and a proposed order, but only after the conclusion
of the evidentiary portion of the hearing, if any.
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h. Immediately following the hearing, the County Manager shall cause a written
transcript of all testimonial evidence introduced at the hearing to be prepared
expeditiously based upon the audio recording, and shall provide copies of the same to all
of the hearing participants.
i. Within 7 business days following the hearing, the hearing officer shall submit a
recommended order to the County Manager and serve copies on all hearing participants;
provided, if the County Manager is the hearing officer, then within 7 business days
following the hearing, the County Manager shall issue a recommended order and serve copies on all hearing participants. The recommended order shall contain findings of fact
and, based upon such facts, a disposition of the protest; provided, no finding of fact may
be predicated solely upon the basis of hearsay.
j. The recommended order shall thereafter be submitted to the Board along with the transcript of the hearing testimony and the entire written and tangible record of the
protest proceedings at the earliest opportunity to be considered at a time certain, with
notice thereof served upon the hearing participants. Each of the hearing participants shall
be allowed 3 minutes to address the Board regarding the recommended order, unless the
Chairman in his or her discretion shall allow additional time. If a hearing participant intends to challenge any finding of fact in a recommended order that was based upon
testimonial evidence, such participant shall be allowed 2 additional minutes for such
purpose, and may direct the attention of the Board members to any portion of the
transcript relevant to the challenge. The other hearing participants shall each have the
right to offer argument in rebuttal to the challenge, and to direct the attention of the Board members to any portion of the transcript relevant to the rebuttal. No testimony or
other evidence beyond the record and the transcript shall be presented to the Board.
Thereafter the Board shall render its decision on the protest. In so doing the Board shall
be bound by the findings of fact in the recommended order that are based upon
testimonial evidence, except those for which it upholds a challenge. A challenge shall be upheld only if the finding of fact is not supported by competent, substantial evidence in
the record or in the transcript. Otherwise, the Board shall not be bound by any of the
provisions of the recommended order. The decision of the Board shall be reduced to a
written order signed by the Chairman, and shall constitute final action of the County on
the protest.
k. The date, type and substance of all ex parte communications between any Board
member and a hearing participant, including counsel therefor or any agent thereof, and
between any Board member and third party, must be publicly disclosed by the Board
member prior to the rendering of the Board’s decision. All such communications that are written or received electronically must be filed for the record, and copies thereof
provided to each Board member and hearing participant.
14. All proceedings before the hearing officer shall be informal, and customary rules of
evidence shall be relaxed. In all respects both the hearing officer and the Board shall observe the requirements of procedural and substantive due process that are the minimum necessary for
accomplishing a fair, just and expeditious resolution of the protest.
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15. Ex parte communications between a hearing participant and the hearing officer are
forbidden. The hearing officer may take such steps as he or she may deem just and appropriate
to prevent or sanction attempted ex parte communications, including promptly disclosing the attempted communication, or requiring the offending hearing participant to disclose promptly the
attempted communication, to the other hearing participants. Where necessary, the hearing
officer may recuse himself or herself, and the subsequently designated hearing officer may order
the offending participant to pay for all or any portion of the costs incurred by the County and any
other hearing participant strictly as a consequence of the ex parte communication or attempted ex parte communication, else be excluded from further participation. Neither the County Attorney
nor any assistant county attorney shall be subject to this subsection or prohibited from engaging
in ex parte communications with the hearing officer.
16. The purpose of this policy is to promote fairness and public confidence in the competitive bidding process. To further such end, and except as otherwise specifically provided herein, the
substantive law governing the resolution of bid protests found in the decisions of the Florida
appellate courts, as well as any statutes or agency rules that may be applicable to the particular
bid solicitation, shall guide the hearing officer and the Board in rendering a decision on a bid
protest under this section. The significant principles of law governing the bid protest and the resolution thereof, which shall prevail to the extent not otherwise in conflict with any governing
statutes or agency rules, are as follows:
a. The burden is on the party protesting the award of the bid to establish a ground for
invalidating the award.
b. The standard of proof for the protest proceeding shall be whether the proposed award
was clearly erroneous, contrary to competition, arbitrary, or capricious.
c. The proposed award shall be deemed arbitrary or capricious if it is contrary in a material way to any governing statutes, the County’s rules or policies, or the bid or
proposal instructions or specifications.
d. The scope of the inquiry is limited initially to whether the proposed award is improper
under the foregoing standard of proof. If and only if the hearing officer first determines on the basis of competent and substantial evidence that the proposed award is improper,
then the hearing officer may recommend, in accordance with the law and this policy, an
alternate disposition for the proposed award. Such disposition may include, but shall not
be limited to, rejecting all bids, or awarding all or a portion of the bid to the protesting
party.
e. A bid protest proceeding may not serve as a vehicle for the Board to revisit the
proposed award absent a determination of impropriety as set forth above.
17. By written agreement amongst the protesting party, the County, and all then-existing intervenors, any provision of this section pertaining to the procedures for resolving a protest for
which a petition has been timely filed may be modified or waived so long as such modification
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or waiver shall not hinder or thwart the proper and expeditious resolution of the protest, or
otherwise operate to undermine the salutary purposes of competitive, public bidding.
18. Only to the extent necessary to avoid a miscarriage of justice or to prevent a manifest violation of a hearing participant’s procedural or substantive due process rights, a hearing officer
may modify or suspend the applicability of any of the provisions or requirements of this section
in the course of conducting a protest proceeding hereunder; provided, a hearing officer may not
modify or suspend any of the provisions or requirements of subsections 3, 4, 6, 7, 8, 16, 20, 21
and 22 hereof.
19. Except and to the extent specifically provided in this section, and except and to the extent
otherwise specified provided by written agreement amongst the protesting party, the County, and
all then-existing intervenors, no provisions of Rule Chapter 28-106, Florida Administrative
Code, shall be deemed applicable to the resolution of protests under this section.
20. For purposes of this section, the filing with the County Manager of a written notice of
protest or of a written petition initiating a formal protest proceeding shall be deemed
accomplished only when the original written notice or original written petition has been
physically received by the County Manager or his or her designee. A notice or petition shall be deemed original only if it bears the original signature of the protesting party or such party’s
authorized agent. No notice or petition may be filed by facsimile transmission or by e-mail, and
any notice or petition received in such manner shall be deemed unfiled and ineffective. The use
of an overnight delivery service or of the United States Postal Service to file a notice or petition
shall be entirely at the risk of the person submitting the same, and any such notice or petition so received after the applicable deadline shall be deemed untimely.
21. For purposes of this section, a business day shall mean any 24-hour day that is not a
Saturday, a Sunday, or a holiday observed by the County.
22. For purposes of this section, counsel shall mean an attorney who is a member of the
Florida Bar in good standing.
23. For purposes of this section, all notices of protest and petitions initiating formal protest
proceedings, and all stipulations, briefs, proposed findings of fact, written motions and proposed orders submitted to a hearing officer shall be on white, opaque paper 8 ½ by 11 inches in size.
The pages of all such documents shall have margins on all sides of not less than 1 inch; shall be
in Times New Roman or Courier New font no smaller than 12 in size, including footnotes and
endnotes; shall have standard double-spacing between lines, excluding quotations, footnotes and
endnotes; and shall be numbered at the bottom. All quotations shall be indented. Briefs shall not exceed 15 pages in length, and may not include any appendices. A digital copy of all written
stipulations, briefs, proposed findings of fact, written motions and proposed orders submitted to
the hearing officer must be simultaneously provided to the hearing officer in Word format,
version 2000 or later, on compact disc or 3 ½” diskette.
24. For purposes of this section, a hearing participant shall mean and include the protesting
party, the County and any intervenor.
35
25. This section shall be construed and implemented so as to secure the just, speedy, and
inexpensive resolution of bid protests.
(O) UTILITY RELOCATION AGREEMENTS: Prior to soliciting bids for right of way improvements and other public works projects that require the removal or relocation of utilities,
agreements with the affected utilities must be entered into providing for the terms, scheduling
and conditions of such relocation and removal. The County Manager may develop and maintain
such form of agreement as may be appropriate for accomplishing the requirements of this
section. (Resolution No. 09/10-65)
(P) NO-CONTACT RULE: (Resolution No. 09/10-81)
1. As used in this section and unless the context clearly requires otherwise, the following
terms and phrases shall have the meanings herein ascribed:
a. Contacting shall mean communicating or attempting to communicate by any
means, whether orally, telephonically, electronically or in writing.
b. Bidder shall mean any person or entity submitting a response to a bid solicitation, and shall include all owners, shareholders, principals, officers, employees and agents
thereof.
c. Bid shall mean any bid, request for proposals and request for qualifications.
d. Solicitation period shall mean the time between the publication of the notice of
the bid and the opening of the bid.
e. Evaluation period shall mean the time between the opening of the bid and the
award thereof by the Board of County Commissioners.
2. The instructions for all solicitations of bids to be submitted under seal shall include
provisions prohibiting bidders from contacting (i) any member of the Board of County
Commissioners, the County Manager or any County employee or agent regarding the solicitation
in any respect during the solicitation period, and (ii) the County Manager or any County employee or agent regarding the solicitation in any respect during the evaluation period. The
violation of this rule shall result in the automatic disqualification of any response to a bid
solicitation submitted by the violator, and the foregoing instructions shall so state.
3. The no-contact rule set forth in subsection 2 shall not apply to inquiries submitted to County employees or agents in the manner specifically provided in the bid solicitation package
regarding the distribution thereof, or to communications seeking clarification regarding
instructions or specifications submitted to County employees or agents in the manner specifically
provided in the bid solicitation package, or to pre-bid conferences provided for in the bid
solicitation package, or to formal presentations by finalists to the Board of County Commissioners or any committee thereof specifically contemplated in the bid solicitation
package.
36
4. The purpose of the no-contact rule set forth in subsection 2 is to prevent any one bidder
from gaining an advantage over other bidders through lobbying or otherwise attempting to
influence the procurement decision through discussions or the presentation of information or
materials outside of the process contemplated in the bid solicitation package and this purchasing policy, and also to ensure that the dissemination of information from the County entity to bidders
regarding the bid solicitation is equal and uniform.
37
BoardDocs® Pro Page 1 of 2 ~.~.~,ll\\~~~ ;:,, , .,./' . !... :'.~: . -: ~ MP\ ~ ❖lij}=lJ(i'-~ Agenda Item Details Meeting Oct 25, 2021 -Regular Meeting 8. Consent Agenda Category Subject 8.15 Tag-On Bid: RFP 18/19-2 Various Equipment and Amenities for Parks and Playgrounds, presented by Vince Windham, Program Director, Purchasing, and recommended by the Superintendent for approval. Access Type Fiscal Impact Budgeted Budget Source Public Action (Consent) Yes Yes Various Recommended Action Motion to approve tagging on with Clay County Board of County Commissioners RFP 18/19-2 Various Equipment and Amenities for Parks and Playgrounds, effective through May 27, 2022. Public Content Request approval to tag on with Clay County Board of County Commissioners RFP 18/19-2 Various Equipment and Amenities for Parks and Playgrounds. The contract was awarded to multiple vendors and will be used on an as needed basis. Funds will be paid from Capital Funds and various projects. The contract is effective through May 27, 2022. Copies of the award documents are attached. For additional information, please contact Vince Windham, Program Director, Purchasing, at (850) 833-7668. BID TABULATION.pdf (783 KB) Administrative Content Our adopted rules of Parliamentary Procedure, Robert's Rules, provide for a consent agenda listing several items for approval of the Board by a single motion. Documentation concerning these items have been provided to all Board members and the public in advance to assure an extensive and thorough review. Items may be removed from the consent agenda at the request of any board member. Motion & Voting Motion to approve the Consent Agenda and all of the Consent Agenda items as recommended by the Superintendent https ://go. boarddocs.com/fl/ okaloosa/Board.nsf/Private ?open&login 10/27/2021
BoardDocs® Pro Motion by Lamar White, second by Marti Gardner. Final Resolution: Motion Carries Yes: Tim Bryant, Linda Evanchyk, Marti Gardner, Lamar White https ://go. boarddocs.com/fl/ okaloosa/Board.nsf/Private ?open&login Page 2 of2 10/27/2021
BOARD OF COUNTY COMMISSIONERS OF CLAY COUNTY, FLORIDA
NOTICE OF INTENT TO AWARD BID
RFP NO 18/19-2, Various Equipment and Amenities for Parks and Playgrounds
In accordance with the provisions of Section 8.N of the Clay County Purchasing Policy, notice is
hereby given and posted of the decision of the Board of County Commissioners of Clay County,
Florida (hereinafter the “Board”) with respect to RFP No. 18/19-2, Various Equipment and Amenities
for Parks and Playgrounds. Responses to RFP No. 18/19-2 were opened on March 19, 2019.
During its regular meeting on May 28, 2019, the Board rendered its decision to award RFP No. 18/19-2 to multiple companies. This notice of intent to award bid is the official notification regarding
said selection. The decision of the Board is final subject to 72 hour period for protest. Failure to file
a protest within the time prescribed in Section 8.N of the Clay County Purchasing Policies shall
constitute a waiver of proceedings under Section 8.N Bid Awards and Protests.
Lorin L. Mock
Acting County Manager
Date of Posting: Date of Removal:
5/29/19 6/3/19
Time of Posting: Time of Removal:
8:45 a.m. 8:47 a.m.
Initials: Initials:
D F D F
Priced Per Job www.shawfloors.com Request Quote On Website
5%Priced Per Job www.woodmulchproducts.com Request Quote On Website
5%Priced Per Job www.gomulch.com Request Quote
Premier Tennis Courts
Tennis Court
Surfacing
Stewart Tennis Courts
On Website
Rubber
Recycling/Playsafer
Recylced Rubber
Mulch, Map 5%
Playsafe Surfacing
Rubber Surface for
playgrounds, play
spaces
Mulches, Sod,
Fertilizer, Sod
Playground Safety
Surfaces
First Coast Mulch
10%Priced Per Job Yes Request Quote
On Website
On Website
5%Priced Per Job www.sandlock.com Request Quote On WebsiteSand Lock Sandbox
5%
5%
5%
5%Priced Per Job
PlayGuard
Surfacing for Patios,
Playgrounds, Play
Spaces
Mulch, Erosion
Control
On Website
Innovative Mulching Mulch 10%35%www.innovativemulching.com
Forestry Resources
www.stewarttennis.com Request Quote On Website
Yes Request Quote
Mulch
Priced Per Job
No Website Request Quote No Website
Priced Per Job Priced Per Job
Distributor Manufacturer Surfacing
Discount Allowed
from MRSP Installation Discount Catalog Provided
In Catalog
Priced Per Job www.playguardsurfacing.com Request Quote On Website
Priced Per Job Yes Request Quote On Website
On Website
5%Priced Per Job www.firstcoastmulch.com Request Quote
Bliss Products (904) 751-0830
dewitt@blissproducts.com
Current MSRP List
Supplied Warranty
Shaw Industries
Carpet, Hardwood,
Tile ect
Request Quote
Sandboxes,
Accessories, covers
Wood Mulch
Products
Tennis, Bocce, Basketball,
Shuffleboard Courts
SURFACING
Dura Play
Safety Surface
Systems 5%Priced Per Job Yes Request Quote
Fibar
10%60%
Product
Discount Allowed
from MSRP Installation Discount Catalog Provided
Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
USA Mulch Natural Mulch
Flyer Attached to Flyer Yes
6%50%Flyer Attached to Flyer Yes
N/A Per Discount Catalog Yes Digital Copy Digital Copy
Playmore Surfacing Wood, Rubber Mulch
Yes Yes Yes
Manufacturer Product
Playspace Services Installation Services
10%Priced Per Job www.imcoutdoorliving.com Yes Yes
Digital Copy Digital Copy
Digital Copy Digital Copy
2%75%Yes Digital Copy Digital Copy
Boiling Forest Mulch 4
You and Inovative Mulch 5%75%No
Manufacturer Product
Advanced Recreational Concepts (321)
775-0600 info@arcflorida.com
Miracle Recreation/True North (407)
883-8463
Swartz Associates (813)-949-2288
mail@ParkPlayUSA.com
Playmore West, Inc (239) 791-2400
info@playmoreonline.com
Discount Allowed
from MSRP
5%varies-see price list Flyer
Manufacturer Product
Syntheitc Turf
N/A Request Quote On Website
Included in Flyer Yes
International Mulch
Co
Recylced Rubber
Mulch,
Cowart Mulch Engineered Wood
Mulch
Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Rubber Designs Rubber Surface for
playgrounds, play
spaces 5%5%
Discount Allowed
from MSRP
5%X-Grass Priced Per Job Yes Request Quote On Website
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
No Fault
Rubber Surface for
playgrounds, play 5%Priced Per Job
Polysoft Surfacing Recreation Surfacing
IMC-Nuplay
Rubber Mulch
Nuggets
Current MSRP List
Supplied Warranty
Yes
Tennis Unlimited Tennis Court Sufacing Priced per job Priced Per Job
10%60%Flyer Attached to Flyer Yes`
Manufacturer
Rubber Designs Rubber Surface for
playgrounds, play spaces
Installation
5% or per discount
catalog 5%Digital Copy Digital Copy Digital Copy
50%
Playworx Playsets LLC (386) 697-4426
Tracy@playworx.com
Rep Services, Inc (407) 831-9658
nathan@repservices.com Yes Yes
2%Included n SF Price Flyer No Yes
2%Included in SF Price Flyer
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
2%Included in SF Price Yes
2%
Yes Yes Yes
Irvine Wood Recovery 2%50%Flyer Yes Yes
No Yes
N/A Per Discount Catalog Yes Yes Yes
Manufacturer Product
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Play Space Services Surfacing Installation
Manufacturer Product
No Fault Sport Group Loose Rubber Mulch
No Fault Safety
Surfacing
Syntheitc Turf
Engineered Wood
Mulch
Manufacturer
Digital Copy Digital Copy Digital Copy
Boiling Forest Mulch 4
You and Inovative
Mulch Mulch Installation
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied WarrantyManufacturerProduct
Robertson Industries
Turf, Rubber Tiles,
Aquatic Surfacing
Playspace Services (321) 775-0600
info@playspaceservices.com
Product
N/A 75%Digital Copy Digital Copy
Robertson Industries, Inc/Totturf Safety
Surfacing (954) 882-1366
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied
10%Included in Discount Yes Yes Yes
Digital Copy
Polysoft Surfacing
Recreation Surfacing
Installation N/A 75%
Rubber Turf
Vitriturf Cushioned Flooring
Shawgrass
Warranty
MRECFLA@TAMPABAY.RR.COM
Miller Recreation Equipment &
Design (941) 792-4580
Top Line Recreation Inc
(386) 575-8359
5%N/A Yes No No
Manufacturer Product
Allowed from
MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
No Fault
Playground and
Athletic Surfaces
Product
Robertson
Recreatonal Surfaces Rubber Synthetic Turf
5%27%Yes No
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Yes
Foerverlawn Sythetic Grass 5%27%www.foerverlawn.com No No
2%Included in SF Price Flyer Yes Yes
Forever Lawn Playground Grass 2%Included in SF Price Flyer Yes Yes
Fibar
Playground Mulch 5%N/A
info@toplinerec.com
Forever Lawn Artificial Turf 5%N/A
No Fault Safety
Surfacing
EPDM Bonded Rubber
Mulch, Synthetic Turf 2%Inculded in SF Price
Safety 1st Rubber Surfacing 5%N/A
Go Mulch Playground Mulch 10%N/A
Cowart Mulch
Wear Mats, Acces
Manufacturer
May 9, 2023
MEMORANDUM
TO: Howard Wannamaker,
County Manager
FROM: Karen Smith,
Purchasing Director
SUBJECT: Board of County Commissioners agenda item for May 23, 2023.
Second Renewal for RFP No. 18/19-2, Various Equipment and Amenities for Parks and
Playgrounds for one year. RFP provides purchase and installation of playground equipment
and ballfield lighting as needed at parks county wide.
The percent discount remains the same for all distributors as received in their bid and they
are allowed to add manufacturers with this renewal. The companies acknowledged their
renewal with memos.
1. The following company did not choose to renew: Recycled Plastics
2. Bliss Products added the following manufacturers: iMulchFL and Play Hard Recreation
3. Playmore West, Inc. added the following manufacturers: Superior Amenities, Berliner,
Exofit, and Dog-On-It
4. Nevco Sports, LLC added the manufacturer: Wall of Fame Displays
5. Rep Services, Inc. added the following manufacturers: 2By2 Industries, iMulchFL, and
Safe4Play
Administrative & Contractual Services PO Box 1366 Green Cove Springs, FL 32043 Physical Address: 477 Houston Street Admin. Bldg., 4th Floor Green Cove Springs, FL 32043 Phone: 904-278-3766 904-278-3761 904-284-6388 Fax: 904-278-3728 County Manager Howard Wanamaker Commissioners: Mike Cella District 1 Alexandra Compere District 2 Jim Renninger District 3 Betsy Condon District 4 Kristen Burke, DC District 5 www.claycountygov.com
Advanced Recreational Concepts (321) 775-0600
info@arcflorida.com
Icon Shleters
Cedar Forest Products
Southern Recreation Inc (904) 387-4390
terry@southernrecreation.com
Miracle Recreation/True North (407) 883-8463
miracle@truenorthrecreation.com
5%69%Yes Digital Copy Digital Copy
CemRock Artificial Environments
Shade America
N/A Request Quote N/A
Warranty
Bliss Products (904) 751-0830
dewitt@blissproducts.com
Fabrics for shade structues,
canopies, and pads 5%Priced Per Job
Current MSRP List
SuppliedDistributorManufacturerShelters, Shades, Structures
Discount Allowed
from MRSP
Installation
Discount Catalog Provided
Alterations & More
5%Priced Per Job www.cemrock.com Request Quote On Website
Outback Shelters Shade Structures 5%35%N/A
G & A Manufacturing Inc.
Ramps, Stairs, Gangways,
Docks, Railings 5%Priced Per Job www.gamanufacturing.com Request Quote On Website
5%Priced Per Job www.newsomfence.com Request Quote On WebsiteNewsome Fence Fencing
10%Priced Per Job Yes Request Quote In Catolog
Spiral Court King Spiral Stairs 5%Priced Per Job www.spiralstarsofamerica.com
Canopies
Request Quote On Website
Yes On Price Sheet
RCP Shelters
Pavilions, Gazebos, Fabric
Shades, Concessions 5%Priced Per Job www.rcpshelters.com Request Quote On Website
Superior Shade
Request Quote In Catolog
Manufacturer Product
Discount Allowed
from MSRP
Installation
Discount Catalog Provided
Current MSRP List
Supplied Warranty
Structural Wood Systems
Structural Glued Laminated
Timber 5%Priced Per Job www.structuralwood.com Request Quote On Website
5%Priced Per Job Yes Yes In CatologUmbrellas, Canopies, Sails
5%49%Yes Digital Copy Digital Copy
UltraShade Shade Canopies 5%49%Yes
Superior Recreation
Shades
Digital Copy Digital Copy
Domes, Umbrellas, Shades
Shade Shelters, Entry Ways,
Cedar Forest Products
Shelters, Bridges, Dugouts,
Gazebos 5%72%No
5%69%Yes
Superior Shelters
Digital Copy Digital Copy
Playspace Services Installation Services N/A Per Discount Yes Digital Copy Digital Copy
Shelters, Gazebos, Shades
Shelters, Bridges, Dugouts,
Gazebos
Manufacturer Product
Discount Allowed
from MSRP
Installation
Discount Catalog Provided
Current MSRP List
Supplied Warranty
5%69%Yes Digital Copy Digital Copy
5%30%Yes ??Yes
SRP Shelters Gazebos, Pavilions 5%30%Yes
SRP Shades Sails, Shades, Canopies
??Yes
Manufacturer Product
Discount Allowed
from MSRP
Installation
Discount Catalog Provided
Current MSRP List
Supplied Warranty
SHELTERS, SHADES & STRUCTURES
Superior Shelters Shelters, Gazebos, Shades 5%Priced Per Job Yes Yes In Catolog
Discount Allowed
from MSRP
Installation
Discount Catalog Provided
Current MSRP List
Supplied
No No No
RCP Shelters
Installation of Shade
Structures
5%125%Yes In Catalog In Catolog
Americana Building
Products
Gazebos, Walkway Covers,
Roofs 5%100%Yes In Catalog
N/A 150%No No No
Poligon by Porter
Installation of Shade
Structures N/A
N/A 110%No No No
Manufacturer Product
Manufacturer Product
Discount Allowed
from MSRP
Installation
Discount Catalog Provided
Current MSRP List
Supplied Warranty
Pavilions, Gazebos, Fabric
Shades, Concessions,
Warranty
Ball Fabrics
Installation of Shade
Structures
Regal Contractors Inc (561) 906-7321
regalcontractorsinc@gmail.com
Discount Allowed
from MSRP
Installation
Discount Catalog Provided
Current MSRP List
Supplied Warranty
N/A 100%No No No
Apollo Sunguard (Shade)
Systems Inc
Installation of Shade
Structures N/A 110%No No No
Shade Systems Inc
Installation of Shade
Structures
150%
Manufacturer
Classic Recreation
Systems, Inc
RCP Shelters
Playmore West, Inc (239) 791-2400
info@playmoreonline.com
RCP Shelters, Inc (772) 288-3600
info@rcpshelters.com
Discount Allowed
from MSRP
Installation
Discount Catalog Provided
Current MSRP List
Supplied Warranty
USA Shade Shade Canopies 5%
15%175%Yes Yes Yes
Yes
Manufacturer Product
Discount Allowed
from MSRP
Installation
Discount Catalog Provided
Current MSRP List
Supplied Warranty
Shelters
In Catolog
SRP Shades
Sails, Shades, Canopies
Installation N/A 49%
Tier Priced Per Job Yes Yes YesUSA Shade Shades, Canopies
Shades, Sails
Product
Shade Systems Inc
180%Yes In Catalog Yes
5%75%Yes In Catalog
Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied Warranty
Skyways Shade Sails, Shades, Canopies 2%75%Yes Yes Yes
ProductManufacturer
Digital Copy Digital Copy
ProductManufacturer
Digital Copy
Digital Copy Digital Copy Digital Copy
Ultra Shades
Sails, Shades, Canopies
Installation N/A 49%
2%75%Yes Yes Yes
Poligon/Parasol Shade Gazebos, Shelters, Canopies 2%75%Yes Yes Yes
Sails, Shades, CanopiesUSA Shade
Playspace Services (321) 775-0600
info@playspaceservices.com
Cedar Forest Products
Shelters, Bridges, Dugouts,
Gazebos Installation 5%69%Digital Copy
Rep Services, Inc (407) 831-9658
nathan@repservices.com
Digital Copy Digital Copy Digital Copy
Icon Shleters
Shade Shelters, Entry Ways,
Installation N/A 69%Digital Copy Digital Copy Digital Copy
SRP Shelters
Gazebos, Pavilions
Installation N/A 69%Digital Copy Digital Copy
Top Line Recreation Inc. (386) 575-8359
Soniap@toplinerec.com
2%75%Yes Yes Yes
Manufacturer Product Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied Warranty
Gazebos, Shelters, CanopiesPorter/Poligon Shelters
5%N/A Yes No No
5%N/A Yes No No
RCP Shelters
Pavilions, Gazebos, Fabric
Shades, Concessions 5%N/A No No No
Shade Canopies
Pavilions, Gazebos, Shelters
USA Shade
Coverworx Shelters
Miller Recreation Equipment & Design (941) 792-
4580 MRECFLA@GMAIL.COM
Product Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied WarrantyGreen Fields Outdoor fitness, Inc (888) 315-9037
sam@greenfieldsfitness.com
Shade Systems, Inc Outdoor Shades, Canopies n/a N/A No No Yes
Manufacturer
Southern Recreation Inc (904) 387-4390
terry@southernrecreation.com 5%30%Yes ??YesSRP Amenities Tables, Benches, Bike Racks, Trash
Cans
2%75%Yes Digital Copy Digital Copy
Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied Warranty
2%75%Yes Digital Copy Digital Copy
N/A Per Discount
Catalog Yes Digital Copy Digital Copy
2%75%Yes Digital Copy Digital Copy
2%75%Yes Digital Copy Digital Copy
2%75%No Digital Copy Digital CopyTables, Benches, Bike Racks, Trash
Cans
WarrantyDistributorManufacturerSite Amenities & Furnishings Discount Allowed
from MRSP
Installation
Discount Catalog Provided
5%Priced Per Job Yes Yes In CatalogBliss Products (904) 751-0830
dewitt@blissproducts.com
Most Dependable Fountains Fountains
Wausau International Benches, Tables, Trash Cans, etc
SRP Amenities Tables, Benches, Trash Cans
Dero Bike Racks
Jayhawk Plastics/FROG Tables, Benches, Trash Cans
Kay Park Bleachers, Bike Racks, Barriers,
Stages, Fountains, etc
Advanced Recreational Concepts (321) 775-0600
info@arcflorida.com
GT Grandstands
5%Doty & Sons Concrete Concrete Containers, Benches,
Tables
Forte Plastic Fixtures, Trash Cans, etc
Kings River Casting Benches, Receptacles, Tables, Bike
Racks
Ultra Site Benches, Receptacles, Tables,
Current MSRP List
Supplied
5%Priced Per Job www.kaypark.com Request Quote
Request Quote
Murdock Fountains Fountains 5%Priced Per Job Yes Yes
Bison Ameneties Tables, Benches, Bike Racks, Trash
Cans 2%75%
Discount Allowed
from MSRP
Installation
Discount
Yes
10%Priced Per Job Yes
Digital Copy Digistal Copy
5%Priced Per Job www.wausaumade.com Request Quote On Website
Manufacturer Product
In Catalog
5%Priced Per Job www.forteproducts.com Request Quote Yes
10%Priced Per Job Yes Yes On Website
Playcraft Amenities Tables, Benches, Bike Racks, Trash
Cans
Park Catalog Amenities
Product
Paris Amenities Tables, Benches, Bike Racks, Trash
Cans
Ultrasite Amenities Tables, Benches, Bike Racks, Trash
Cans
Catalog Provided Current MSRP List
Supplied Warranty
2%75%Yes Digital Copy
Bleachers
On Website
In Catalog
In Catalog
Digital Copy
Yes
Kay Park Bleachers, Bike Racks, Barriers,
Stages, Fountains, etc
Manufacturer
Priced Per Job www.dotyconcrete.com Request Quote On Website
Playspace Services Installation Services
5%Priced Per Job www.kingsrivercasting.co
m Request Quote On Website
5%Priced Per Job Yes Yes In Catalog
5%Priced Per Job
Yes
SITE AMENITIES & FURNISHINGS
Nevco Sports, LLC (618) 664-0360
mfrey@nevco.com or mfritsche@nevco.com Wall of Fame/Displays Displays 10% Minimum N/A No No N/A
Superior
Amenities/Webcoat
Tables, Benches, Bike, Racks, Trash
Cans 3%40%N/A In Catalog Yes
Dog-On-It Dog Park equipment 3%40%N/A In Catalog Yes
Manufacturer Product Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied
Miracle Recreation/True North (407) 883-8463
miracle@truenorthrecreation.com
Regal Contractors Inc (561) 906-7321
regalcontractorsinc@gmail.com
Playmore West, Inc (239) 791-2400
info@playmoreonline.com
Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied Warranty
Ultrasite Site Furnishing Installation N/A 45%No No No
Manufacturer Product
Ultrasite Furnishings Benches, Bike Racks, Tables,5%30%Yes No Yes
Manufacturer Product
Ultrasite Benches, tables, trash cans 7%35%No Catalog Yes
Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied Warranty
Wabash Valley Tables, Benches, Trash Cans 5%32%Yes In Catalog Yes
Manufacturer Product
8%35%Yes In Catalog Yes
Vista Furnishings Benches, Trash Cans, Bike Racks 6%35%Yes In Catalog Yes
Superior Site Amenities Tables, Benches, Bike, Racks, Trash
Cans
Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied Warranty
Frog Furnishings Tables Benches, Trash Cans, Kiosks 8%35%Yes In Catalog Yes
MyTCoat Tables, Benches, Bike Racks, Trash
Cans
6%35%Yes In Catalog Yes
SiteScapes Inc.Tables, Benches, Trash Cans, Bike
Racks 5%35%Yes In Catalog Yes
Kay Park Bleachers, Bike Racks, Barriers,
Stages, Fountains, etc
Manufacturer Product Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied Warranty
8%35%Yes In Catalog Yes
Manufacturer Product Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied Warranty
Ultra Site Tables, Benches, Bike Racks, Trash
Cans
Tier Priced Per Job www.wabashvalley.com Yes YesWabash Valley Tables, Benches, Trash Cans
5%30%Yes ??Yes
5%30%Yes ??Yes
Kay Park Bleachers, Bike Racks, Barriers,
Stages, Fountains, etc
Playcore Wisconsin DBA Gametime 407-331-
0101 robd@gametime.com
Swartz Associates (813)-949-2288
mail@ParkPlayUSA.com
N/A 75%
Digital Copy Digital Copy Digital Copy
Ultrasite Amenities Tables, Benches, Bike Racks, Trash
Cans Installation N/A 75%
Digital Copy Digital Copy Digital Copy
75%Digital Copy Digital Copy Digital CopyN/A
Bison Ameneties Tables, Benches, Bike Racks, Trash
Cans Installation N/A 75%
Digital Copy Digital Copy Digital Copy
SRP Amenities Tables, Benches, Bike, Racks, Trash
Cans Installation
Dumor Site Furnishings
N/A N/A Digital Copy Digital Copy Digital Copy
Frog Furnishings Benches, Tables, Trash Cans, 5%45%Yes In Catalog In Catalog
Patterson-Williams Benches, Tables,
Manufacturer Product Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied Warranty
Park Catalog/Highlands
Amenities
Tables, Benches, Bike Racks, Trash
Cans Installation N/A 75%
MyTCoat
Dog on it Parks
Benches Tables, Trash cans
Dog Park equipment
5%
5%
Site Furnishing Installation
Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied Warranty
Premier Polysteel Benches, Tables, Trash Cans, Bike
Racks 5%45%Yes In Catalog In Catalog
Manufacturer Product
5%45%Yes In Catalog In Catalog
Yes
No
In Catalog
In Catalog
In Catalog
In Catalog
N/A 75%No No No
Wausau Tile, Inc Site Furnishing Installation N/A 100%No No No
45%
42%
Playcraft Amenities Tables, Benches, Bike Racks, Trash
Cans Installation
Kay Park Bleachers, Bike Racks, Barriers,
Stages, Fountains, Installation
Playspace Services (321) 775-0600
info@playspaceservices.com
2%50%Yes
5%27%Yes
Manufacturer Product Discount Allowed
from MSRP
Installation
Discount Catalog Provided Current MSRP List
Supplied Warranty
Dumor Site Furnishings
Benches, Trash Cans, Bike Racks,
Tables
Catalog Provided Current MSRP List
Supplied Warranty
Murdock Fountains Water Fountains 5%27%Yes No No
Wabash Valley Tables, Benches, Trash Cans
Manufacturer Product
Yes Yes
Anova Site Furnishings Tables Benches, Trash Cans, 2%50%Yes Yes Yes
Paris Amenities Tables, Benches, Bike Racks, Trash
Cans Installation N/A 75%Digital Copy Digital Copy Digital Copy
Bleachers, Bike Racks, Barriers,
In Catalog In Catalog
Recycle Design Benches 5%27%Yes No No
Discount Allowed
from MSRP
Installation
Discount
Top Line Recreation Inc.
(386) 575-8359
Soniap@toplinerec.com
Digital Copy Digital Copy Digital Copy
Rep Services, Inc (407) 831-9658
nathan@repservices.com
Miller Recreation Equipment & Design (941) 792-
4580 MRECFLA@GMAIL.COM
5%27%Yes No Yes
Madrax Bike Lockers 5%27%www.madrax.com No No
Kay Park Stages, Fountains, Installation
PLAYGROUND EQUIPMENT & STRUCTURES
2%37%Yes Digital Copy Digital Copy
Sportsplay Playground Equip 3%75%Yes Digital Copy Digital Copy
Ultra Play Playground Equip, Dog Parks
37%Yes Digital Copy Digital Copy
Childforms Playground Sets,2%37%Yes Digital Copy Digital Copy
Superior Recreation
Playgrounds Playground Sets,
Advanced Recreational Concepts (321) 775-0600
info@arcflorida.com
2%37%Yes Digital Copy Digital Copy
Free Note- Harmony Park Musical Play Equipment 2%37%Yes Digital Copy Digital Copy
Dynamo Playgrounds Innovative Playgrounds
Playcraft Systems
Playground Equip, Tables,
Benches, Bike Racks 2%Digital Copy Digital Copy
2%60%
www.idsculpture.c
om Digital Copy Digital CopyID Sculptures Climb and Play Structures
Ultra Play Playground Equip 5%Priced Per Job Yes Yes In Catalog
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Yes In Catalog
On Website
Current MSRP List
Supplied Warranty
Everlast Climbing
Climbing Walls, Jungle Gyms,
etc 10%
Bark Park Dog Park Products 35%Yes Yes On Price Sheet
Yes Yes On Price Sheet
Priced Per Job Yes Yes
Yes In Catalog
8%
5%
Yes On Price Sheet
Play & Park Structures
Playgrounds, Play Structures,
Swings 10%Priced Per Job Yes Yes
Varies Per Product
Big Toys Interactive Playgrounds 5%35%
Dynamo Playgrounds Innovative Playgrounds 10%Priced Per Job Yes
In Catalog
Distributor Manufacturer
Playground Equipment &
Structures
Discount Allowed
from MSRP Installation Discount Catalog Provided
Bliss Products (904) 751-0830
dewitt@blissproducts.com
Jensen Swings Playgournd Swings, Slides
Sportsplay Playground Equip
Manufacturer Product
Action Play
Boarders, Ramp Systems,
Mats
Elephant Play Playgrounds
Free Note- Harmony Park Musical Play Equipment
Safety 1st Surfacing
Expand, Install, Renew,
Relocate
Priced Per Job
www.jensenswing.
com
5%Priced Per Job Yes
37%Yes
2%
Priced Per Job
www.safetyfirstpla
yground.com Request Quote
Priced Per Job Yes Yes In Catalog
On Website
35%Yes Request Quote In Catalog
Priced Per Job Yes Yes
5%
10%
5%
5%
Berliner Playground Equipment 3%35%No No Yes
Playmore West, Inc (239) 791-2400
info@playmoreonline.com
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Dynamo Playgrounds Playgrounds,10%45%Yes Yes Yes
Miracle Recreation/True North (407) 883-8463
miracle@truenorthrecreation.com
Manufacturer Product Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
10%30%Yes In Catalog In Catalog
6%35%Yes In Catalog
35%Yes In Catalog Yes
Action Play
Boarders, Ramp Systems,
Mats 10%35%Yes In Catalog Yes
Henderson Recreation Playground Equipment,
Big Toys
Playgrounds, Musical,
Benches
32%Yes No Yes
30%Yes Yes Yes
Manufacturer Product Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Miracle/True North Playground Equipment,
40%No In catalog Yes
30%Yes ??Yes
Manufacturer Product
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Ultra Play Playground Equip, Dog Parks
30%Yes In Catalog Yes
Free Note- Harmony Park Musical Play Equipment 5%30%Yes ??Yes
Sportsplay Playground Equipment,
Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Southern Recreation Inc (904) 387-4390
terry@southernrecreation.com SRP Playgrounds Playground, Fitness Equip 5%30%Yes ??Yes
Manufacturer Product
Playspace Services Installation Services
GameTime Playground Equipment,
Playworld Playground Equpment
Manufacturer Product
Dynamo Playgrounds Ropes Course
5%
Tier System
5%
5%
Manufacturer Product Discount Allowed
from MSRP
6%
Sportsplay Equipment, Inc Playground Equip 6%
Discount Allowed
from MSRP
5%
Swartz Associates (813)-949-2288
mail@ParkPlayUSA.com
Playcore Wisconsin DBA Gametime 407-331-0101
robd@gametime.com
N/A Per Discount Catalog Yes Digital Copy Digital Copy
Dynamo Industries, Inc (613) 446-0030
brandi.westbrook@dynamoplaygrounds.com
Yes
Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
42%Yes Yes Yes
Rosette Equipment Co. (904) 271-0561
JRose20@comcast.net Kidstuff Playsystems Playground Equipment, 18%20%Yes no yes
Safe4Play Play Equipment 2%
Included in Sq Ft
price No Yes Yes
Manufacturer Product Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Catalog Provided Current MSRP List
Supplied Warranty
Regal Contractors Inc (561) 906-7321
regalcontractorsinc@gmail.com
8-20%27%Yes Yes Yes
2%
N/A 45%No No No
Manufacturer Product
PlayPower/Little Tikes Playground Installation
In Catalog
Manufacturer Product Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Manufacturer
50%Yes Yes YesLandscape Structures Inc Playground Equip
Percussion Play Playground Equip 5%55%No In Catalog
Current MSRP List
Supplied WarrantyProductDiscount Allowed
from MSRP Installation Discount Catalog Provided
BCI Burke Company
YALP Playgrounds
Discount Allowed
from MSRP
Catalog Provided Current MSRP List
Supplied Warranty
Miracle Recreation Playground Installation N/A 45%No No No
N/A 45%No No No
Playworld Systems Inc Playground Installation N/A 40%No No No
Henderson Recreation Playground Installation No No No45%
42%Yes Yes Yes
Playcore Branded Products Playground Insallation N/A 45%No No No
5%42%Yes Yes Yes
Manufacturer Product Discount Allowed
from MSRP Installation Discount
Dynamo Playgrounds Nature Play
Landscape Structures Inc Playground Installation
GameTime Playground Installation
N/A
Dynamo Playgrounds Custom Products 5%
Top Line Recreation Inc. (386) 575-8359
Soniap@toplinerec.com
Rep Services, Inc (407) 831-9658
nathan@repservices.com
Miller Recreation Equipment & Design (941) 792-
4580 MRECFLA@GMAIL.COM
Miracle Recreation Equip Playground Equip
Installation Discount
Playground Equipment,
Playground Equipment,
7%
5%55%No In Catalog In Catalog
34%Yes In Catalog In Catalog
40%No No No
N/A
5%25%No No No
Ultra Play Playground Equip, Dog Parks 5%27%No No No
Action Play
Boarders, Ramp Systems,
Mats 5%25%
UPC Parks Nature Play 5%27%Yes No No
Manufacturer Product Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Elephant Play Playgrounds
No No No
Playspace Services (321) 775-0600
info@playspaceservices.com
N/A 37%Digital Copy Digital Copy Digital Copy
Dynamo Playgrounds Playground Equiment N/A 37%Digital Copy Digital Copy Digital Copy
SRP R3
Recycled Playground
Equiment N/A 37%Digital Copy Digital Copy Digital Copy
Playcraft Systems Playground Equiment
N/A 37%Digital Copy Digital Copy Digital Copy
ID Sculptures Climb and Play Structures N/A 60%Digital Copy Digital Copy Digital Copy
Childforms Playground Sets,N/A 37%Digital Copy Digital Copy Digital Copy
Free Note- Harmony Park Musical Play Equipment
N/A 37%Digital Copy Digital Copy Digital CopyUltra Play Playground Equip, Dog Parks
SPLASH FEATURES, SKATE PARKS, OUTDOOR RECREATION
Advanced Recreational Concepts (321) 775-0600
info@arcflorida.com
Current MSRP List
Supplied WarrantyDistributorManufacturer
Splash Features, Skate
Parks, Outdoor Rec
Discount Allowed from
MRSP
Installation
Discount Catalog Provided
5%Priced Per Job Yes Request Quote Priced Per Job
Spohn Ranch/True
Ride
Aquatix
Splash Pads, Water
Playgrounds
Manufacturer Product
Zeager
Wood Carpet, Synthetic
Turf,
Water Splash Splash Parks
Water Splash
Installation Splash Parks
5%Priced Per Job
Bliss Products (904) 751-0830
dewitt@blissproducts.com
Compac Filtration Pads, Structures,
Filtration
www.spohnranch.com Request Quote On Website
Waterworks
International
Architectural Fountains,
SplashPads 5%Priced Per Job www.waterworksinternational.com Request Quote On Website
Skate Park
Madrax Bike racks 5%35%No Request Quote On Website
5%Priced Per Job Yes Request Quote On Website
Manufacturer Product
Discount Allowed from
MSRP
Installation
Discount Catalog Provided
Current MSRP List
Supplied Warranty
2%75%Yes Digital Copy Digital Copy
Discount Allowed from
MSRP
Installation
Discount Catalog Provided
Current MSRP List
Supplied Warranty
N/A 75%Digital Copy Digital Copy Digital Copy
Manufacturer Product
Discount Allowed from
MSRP
Installation
Discount Catalog Provided
Current MSRP List
Supplied Warranty
Playspace Services (321) 775-0600
info@playspaceservices.com
Rep Services, Inc (407) 831-9658
nathan@repservices.com
2%
Included in price
per SF Yes Yes Yes
SURFACING
Dura Play
Safety Surface
Systems 5%Priced Per Job Yes Request Quote
Fibar
Tennis Unlimited Tennis Court Sufacing Priced per job Priced Per Job
Request Quote
Syntheitc Turf
N/A Request Quote On Website
Rubber
Recycling/Playsafer
Recylced Rubber
Mulch, Map 5%
Distributor Manufacturer Surfacing
Discount Allowed
from MRSP Installation Discount Catalog Provided
In Catalog
Priced Per Job www.playguardsurfacing.com Request Quote On Website
Priced Per Job Yes Request Quote On Website
On Website
5%Priced Per Job www.firstcoastmulch.com Request Quote
Playground Safety
Surfaces
First Coast Mulch
10%Priced Per Job
Current MSRP List
Supplied Warranty
Bliss Products (904) 751-0830
dewitt@blissproducts.com
Yes
No Website Request Quote No Website
Priced Per Job Priced Per Job
35%www.innovativemulching.com
Forestry Resources
Mulches, Sod,
Fertilizer, Sod
Tennis, Bocce, Basketball,
Shuffleboard Courts www.stewarttennis.com
5%Priced Per Job www.gomulch.com Request Quote
Mulch 10%
On Website
Innovative Mulching
On Website
Playsafe Surfacing
Rubber Surface for
playgrounds, play
spaces
Premier Tennis
Courts
Tennis Court
Surfacing
Stewart Tennis Courts Request Quote On Website
Yes Request QuotePriced Per Job
Sandboxes,
Accessories, covers
Shaw Industries
Request Quote On WebsiteiMulchFLMulchPriced Per Job Included www.iMulchFL.com
Request Quote
On Website
On Website
5%Priced Per Job www.sandlock.com Request Quote On WebsiteSand Lock Sandbox
5%
5%
5%
5%
5%Priced Per Job
X-Grass
PlayGuard
Surfacing for Patios,
Playgrounds, Play
Spaces
Mulch, Erosion
Control
East Coast Mulch Mulch 5%50%No Request Quote On Website
Cedar Forest
Products Mulch 5%72%
Priced Per Job www.shawfloors.com Request Quote On Website
Priced Per Job Yes Request Quote On Website
No Request Quote On Website
Carpet, Hardwood,
Tile etc
Playspace Services (321) 775-0600
info@playspaceservices.com
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied WarrantyManufacturerProduct
Yes
Recylced Rubber
Mulch,
Cowart Mulch Engineered Wood
Mulch
IMC-Nuplay
Rubber Mulch
Nuggets
Current MSRP List
Supplied Warranty
Yes
10%60%
Request Quote On Website
Catalog Provided
Current MSRP List
Supplied Warranty
No Fault
Rubber Surface for
playgrounds, play
Installation Discount
Zeager Wood Mulch Mulch Priced Per Job Included www.Zeager.com
5%5%
Rubber Designs
Flyer Attached to Flyer Yes`
Manufacturer
Digital Copy
Discount Allowed
from MSRP Installation Discount
Catalog Provided
Current MSRP List
Supplied WarrantyProduct
Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
USA Mulch Natural Mulch
Boiling Forest Mulch
4 You and Inovative
Mulch
Discount Allowed
from MSRPManufacturer
Advanced Recreational Concepts (321)
775-0600 info@arcflorida.com
Miracle Recreation/True North (407)
883-8463
Swartz Associates (813)-949-2288
mail@ParkPlayUSA.com
Playmore West, Inc (239) 791-2400
info@playmoreonline.com
N/A 75%Digital Copy Digital Copy
Discount Allowed
from MSRP
5%varies-see price list Flyer
Mulch Installation
Digital Copy Digital Copy
Digital Copy Digital Copy
2%75%Yes Digital Copy Digital Copy
Boiling Forest Mulch
4 You and Inovative Mulch 5%75%No
Rubber Surface for
playgrounds, play
spaces
Polysoft Surfacing Recreation Surfacing
N/A Per Discount Catalog Yes Digital Copy Digital Copy
Playmore Surfacing Wood, Rubber Mulch
Yes Yes Yes
Manufacturer Product
Playspace Services Installation Services
10%Priced Per Job www.imcoutdoorliving.com Yes Yes
Manufacturer Product
10%60%
Included in Flyer
International Mulch
Co
Product
Discount Allowed
from MSRP Installation Discount Catalog Provided
5%Priced Per Job
Flyer Attached to Flyer Yes
6%50%Flyer Attached to Flyer Yes
yes
Yes Yes
No Fault Safety
Surfacing
EPDM Bonded
Rubber Mulch,
Synthetic Turf 2%Inculded in SF Price
Safety 1st Rubber Surfacing 5%N/A
Wear Mats, Acces
Manufacturer
no
No No No
Manufacturer Product
Allowed from
MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Artificle Play Turf Turf
Product
No Fault
Playground and
Athletic Surfaces No
Sythetic Grass 5%27%www.foerverlawn.com No No
Vitriturf Cushioned Flooring
iMulchFL Mulch/Surfacing 2%Included in SF Price no no yes
2By2 Industries Surfacing 2%Included in SF Price no no yes
5%N/A
Polysoft Surfacing
Recreation Surfacing
Installation N/A 75%
N/A Per Discount Catalog Yes Yes Yes
Digital Copy Digital Copy Digital Copy
Yes
Yes
50%
5%N/A Yes No
Irvine Wood
Recovery 2%50%Flyer Yes
No Fault Sport Group Loose Rubber Mulch
Engineered Wood
Mulch
Play Space Services Surfacing Installation
Manufacturer Product
Hanover Specialties Surfacing
Forever Lawn Playground Grass 2%Included in SF Price Flyer Yes Yes
Fibar
yes
Irvine Wood
Recovery
No
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
Yes Yes
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
2%Included in SF Price Yes
Yes
2%
Included in SF Price Flyer Yes Yes
2%
75%no
2%
MRECFLA@GMAIL.COM
Miller Recreation Equipment &
Design (941) 792-4580
Top Line Recreation Inc
Rubber Designs
Rubber Surface for
playgrounds, play spaces
Installation
5% or per
discount catalog 5%Digital Copy Digital Copy Digital Copy
Robertson
Recreatonal Surfaces Rubber Synthetic Turf
Included in SF Price no no yes
Tot Turf Safety
Surfacing Surfacing 2%Included in SF Price no no
Surfacing 2%
Foreverlawn
Rep Services, Inc (407) 831-9658
nathan@repservices.com
5%27%Yes
Soniap@toplinerec.com Go Mulch Playground Mulch 10%N/A
Playground Mulch 5%N/A
Forever Lawn Artificial Turf 5%N/A
Cowart Mulch
Play Hard Recreation Recreation Equipment Priced per job Included N/A On Website In Catalog
SPORTS & FITNESS EQUIPMENT
Catalog Provided Current MSRP List Warranty
Priced Per Job Yes Yes In Catalog
3%75%Yes Digital Copy Digital Copy
Advanced Recreational Concepts (321) 775-0600
info@arcflorida.com 3%75%Yes Digital Copy Digital Copy
Bison Sports Sports Equip 3%75%Yes Digital Copy Digital Copy
Sportsplay Sports Equip
Action Fit Outdoor Fitness Equip
Digital Copy
JayPro Sports Sports Equip 3%75%
Yes On Website
5%Priced Per Job Yes Yes In Catalog
Sandee Sod, Inc (Support Services)Priced per job Priced Per Job N/A Request Quote No Website
Discount Allowed
from MSRP Installation Discount Catalog Provided
Current MSRP List
Supplied Warranty
5%35%Yes Yes In Catalog
5%Priced Per Job Yes Yes On Website
Ultra-Action Fitness Fitness Parks and Equiment 5%
Warranty
Major Display Scoreboards Scoreboards
Gared Sports Team Sports, Fitness, Facilties,
In Catalog
5%Priced Per Job
5%Priced Per Job Yes Request Quote
5%Priced Per Job Yes In Catalog
Team Sports, Fitness, Facilties,
10%Priced Per Job Yes Yes
On Website
Electro-Mech Scoreboards
Scoreboards
JayPro Sports
www.burbanksportnets.com Yes On Website
10%Priced Per Job Yes
Distributor Manufacturer Sports & Fitness Equipment
Discount Allowed
from MRSP Installation Discount Catalog Provided
Current MSRP List
Supplied
Sportsplay Sports Equip
Manufacturer Product
Bliss Products (904) 751-0830
dewitt@blissproducts.com Athletic Connection Team Sports, Fitness, Facilties,
Pro Mats Netting, Padding, Equipment
GT Grandstands
Bleachers, Press Boxes,
Benches
National Recreation Systems Bleachers, Benches
Burbank Netting Safety Netting
Colorado Time Systems
10%Priced Per Job www.electro-mech.com Yes On Website
On Website
5%Priced Per Job www.majordisplay.com Yes On Website
5%Priced Per Job Yes On Website Varies Per Product
3%75%Yes Digital CopyOutdoor Fitness Equip
3%75%Yes Digital Copy Digital Copy
Playspace Services Installation Services N/A Per Discount Catalog Yes Digital Copy Digital Copy
GT Grandstands
Bleachers, Press Boxes,
Benches
Manufacturer Product Discount Allowed Installation Discount
Yes Digital Copy Digital Copy
Paris Outdoor Fitness
Rosette Equipment Co. (904) 271-0561
jrose20@comcast.net No ??
Manufacturer Product Discount Allowed
from MSRP Installation Discount Catalog Provided Current MSRP List
Supplied Warranty
Yes In Catalog
Regal Contractors Inc (561) 906-7321
regalcontractorsinc@gmail.com
Musco Sports Lighting LLC (800) 825-6030
musco.contracts@musco.com
2%Varies Yes Yes In Catalog
Manufacturer Product Discount Allowed Installation Discount Catalog Provided Current MSRP List Warranty
Discount Allowed
from MSRP Installation Discount Catalog Provided Current MSRP List
Supplied Warranty
6%35%Yes In Catalog Yes
Catalog Provided Supplied Warranty
National Recreation Systems Bleachers, Benches 6%35%Yes
Manufacturer Product
Manufacturer Product
Manufacturer Product
Greenfields Outdoor Fitness Outdoor Fitness Equipment
Manufacturer Product
Nevco Sports, LLC Scoreboards
Greenfields Outdoor Fitness Fitness Equipment Installation
Musco Sports Lighting Sports Lighting
Swartz Associates (813)-949-2288
mail@ParkPlayUSA.com
Greenfields Outdoor Fitness Inc (888) 315-9037
sam@greenfieldsfitness.com
Manufacturer Product
JayPro Sports Team Sports, Fitness, Facilties,
from MSRP Installation Discount
Catalog Provided Current MSRP List
Supplied Warranty
N/A 40%No No No
In Catalog
Discount Allowed
from MSRP Installation Discount Catalog Provided Current MSRP List
Supplied Warranty
Prices as listed /No Yes Yes
Nevco Sports, LLC (618) 664-0360
mfrey@nevco.com or mfritsche@nevco.com
5%45%Yes In Catalog In Catalog
Manufacturer Product Discount Allowed
from MSRP Installation Discount Catalog Provided Current MSRP List
Supplied Warranty
Discount Allowed
from MSRP Installation Discount Catalog Provided Current MSRP List
Supplied Warranty
Burke Fitness Fitness Course 7%34%Yes No
Top Line Recreation Inc. (386) 575-8359
Soniap@toplinerec.com
10% Minimum Available upon Request No Yes Yes
Discount Allowed
from MSRP Installation Discount
Playspace Services (321) 775-0600
info@playspaceservices.com Sportsplay Sports Equip Installation N/A 75%Digital Copy Digital Copy Digital Copy
Patterson-Williams Athletics Sports Equip, Bleachers
N/A 75%Digital Copy Digital Copy Digital Copy
Action Fit
Outdoor Fitness Equip
Installation N/A 75%Digital Copy Digital Copy Digital Copy
Bison Sports Sports Equip Installation
N/A 75%Digital Copy Digital Copy Digital Copy
JayPro Sports Team Sports, Fitness, Facilties, N/A 75%Digital Copy Digital Copy Digital Copy
Paris Outdoor Fitness
Outdoor Fitness Equip
Installation
Digital Copy Digital CopyPlaycraft Systems Fitness Equipment N/A 37%Digital Copy
N/A 75%Digital Copy Digital Copy Digital CopyGT Grandstands
Bleachers, Press Boxes,
Benches
Sportsplay Sports Equipment 13%20%No
YesNoNo35%3%Fitness EquipmentExofit
Playmore West, Inc (239) 791-2400
info@playmoreonline.com
M. Gay Constructors, Inc.Sports Lighting Prices as listed N/A No Yes Yes
Manufacturer Product Discount Allowed
from MSRP Installation Discount Catalog Provided Current MSRP List
Supplied Warranty
M. Gay Constructors, Inc. 904-714-4001
mgcmelissa1@gmail.com
Yes
Douglas Sports
Manufacturer Product Discount Allowed
from MSRP Installation Discount Catalog Provided Current MSRP List
Supplied Warranty
Miller Recreation Equipment & Design (941) 792-
4580 MRECFLA@GMAIL.COM
No No
Bison Sports
Sports Equip, Bleachers,
Padding
Manufacturer Product Discount Allowed
from MSRP Installation Discount Catalog Provided Current MSRP List
Supplied Warranty
5%27%
Sports Equipment 5%27%Yes
Yes No
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0733
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Parks & Recreation
Agenda Number: 5.2
SUBJECT/RECOMMENDATION:
Approve agreement terms with Bounce Life Amusements, LLC of Largo Florida and authorize
the appropriate officials to execute same. (consent)
The Parks and Recreation department offers a variety of camps for school age children
annually at five Recreation Center locations. The locations include the Long Center,
Countryside Recreation Center, Morningside Recreation Complex, Ross Norton Recreation
and Aquatic Complex, North Greenwood Recreation Complex. The camps offered include the
after-school programs, day out camps, summer camps and community day events.
Staff develops theme activities for the camps and inflatables are used as part of the events.
The inflatables are used both indoors and outdoors to add different elements to the camp
experience. Providing inflatables onsite at the Recreation Centers is safer and less expensive
than transporting the kids to another location.
Bounce Life Amusements, LLC offers the variety of inflatables needed, delivers the inflatables,
sets up and takes down all activities without the use of volunteer staff and maintains the
required liability insurance policy covering their services and equipment.
Staff recommends approving the agreement terms with Bounce Life Amusements, LLC to
provide the needed inflatables for all camps.
The agreement includes a Hold Harmless Provision from and against any and all loss liability,
damage, cost or expense arising out of or related to the city’s use of the inflatables. Nothing in
the agreement, however, shall be deemed a waiver of the limitations on liability contained in
Section 768.28, Florida Statutes, or the doctrine of sovereign immunity.
The costs will vary by the type of inflatable requested and the time duration of the rental.
Bounce Life Amusements, LLC was the lowest quote received and the costs for renting the
inflatable are allowed within each camp’s budget. The rentals will not exceed $50,000 a year
pursuant to Clearwater Code of Ordinances Section 2.563(1)(d) small purchases.
APPROPRIATION CODE AND AMOUNT:
Funds are available in the Recreation Centers budget codes: 1805, 1813, 1817, 1825, 1834
USE OF RESERVE FUNDS:
N/A
Page 1 City of Clearwater Printed on 7/10/2023
Contract and Terms
** UNITS MAY BECOME HOT TO THE TOUCH IN THE SUN, ESPECIALLY WHEN RENTED DRY / UNITS RENTED DRY ARE NOT TO
BE USED IN THE PRESENCE OF WATER **
Information & Terms: A *refundable deposit and an authorized signature on your proposal will reserve your activities and date. The balance is due
on or before the date of the event prior to set-up. We reserve the right to set appropriate rules of conduct and age/weight/time limits in order to best
facilitate your event and maintain a safe environment.
*Cancellation and Weather Policy: This contract, after signing, is a legal and binding contract. To cancel or reschedule, sufficient notice must be
given - at least 24 hours prior to start of your event. Cancellation of event with less than 24 hour notice forfeits entire deposit. Cancellation after set-
up has begun forfeits any refund. Postponement or Cancellation of an event with at least 48 hours notice may entitle you to a full refund including
your deposit. Any rescheduled event is subject to availability of activities and inventory at the time of notification of postponement. We reserve the
right to cancel or postpone any event due to the risk of severe weather including, but not limited to, heavy rain, thunderstorms, lightning, wind
forecast exceeding 15 mph sustained winds and/or 20 mph wind gusts.
Hold Harmless Provision: Lessee recognizes and understands that use of Lessor equipment may involve inherently dangerous activities.
Consequently, lessee agrees to indemnify and hold lessor harmless from any and all claims, actions, suits, proceeding costs, expenses, damages and
liabilities, including reasonable attorney's fees arising by reason of injury, damage, or death to persons or property, in connection with or resulting
from the use of said equipment including, but not limited to the delivery, possession, use, operation, or return of the equipment. Lessee hereby
releases and holds harmless lessor from injuries or damages incurred as a result of the use of said equipment unless lessoris operating the equipment
and is deemed by a court of law to be negligent in its actions. Lessor cannot under any circumstances be held liable for injuries as a result of acts of
God, nature, or other conditions beyond its control or knowledge. Lessee also agrees to indemnify and hold harmless lessor from any loss, damage,
theft, or destruction of the equipment during the term of this contact and any extension thereof.
Merger Clause: This signed Agreement in conjunction with the signed Instruction Manual and Reservation Form contains the entire agreement
between the Lessor and the Lessee. No amendment, whether from previous or subsequent negotiations between the Lessee and the Lessor, shall be
valid or enforceable unless in writing and signed by all parties to this contract. The invalidity or unenforceability of any particular provision of this
Agreement shall not affect the other provisions hereof.
Nothing in the agreement, however, shall be deemed a waiver of the limitations on liability contained in Section 768.28, Florida Statutes, or the
doctrine of sovereign immunity.
Lessor (Bounce Life Amusements) will:
1. Provide the necessary staff to facilitate your event and power cords to reach up to 100ft.
2. Deliver, set-up, teardown all activities without volunteer staff.
3. Carry a liability insurance policy covering our services & equipment.
Lessee (that's you) will:
1. Provide _1__ 110volt/20amp electric circuits and 10/12 gauge cords for distances over 100ft.
2. Provide any required entrance and parking passes.
3. Provide a minimum of _1__ adult volunteer to operate each activity.
I HAVE READ THIS CONTRACT AND AGREE & UNDERSTAND THE CONTENT.
Signature Date
Printed Name
Bounce Life Amusements, LLC
11788 66th Street N Unit B1
Largo, Fl, 33773
Phone: 727-916-2057
Invoice: 14119597
Order Date: 5/25/2023
Event Location
Parks & Recreation Center
Macie Tripple
2400 Harn Blvd
Clearwater, FL 33764
Cell: (727) 562-4280 x2282
Start Date: 6/7/2023 9:00am
End Date: 6/7/2023 1:30pm
Delivery: Drop-Off
Surface: Grass - Allow Stakes
Name Qty Total
20ft Malibu Splash Single Slide - Wet or Dry
1 $340.00
WET - Choose For Use With Water
1 $50.00
Rentals subtotal $390.00
Distance Charges E $15.00
Discount 10% E $-39.00
Sales Tax Exempt 0% $0.00
Total $366.00
Deposit Due $0.00
Amount Paid $0.00
Balance Due $366.00
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0757
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Parks & Recreation
Agenda Number: 5.3
SUBJECT/RECOMMENDATION:
Authorize a Guaranteed Maximum Price proposal to Khors Construction Inc., of Pinellas Park,
FL for the construction and replacement of the wooden deck around the Pier 60 Concession
Stand, in the amount of $287,729.98, pursuant to RFQ 40-20, Construction Manager at Risk
(CMAR) Services for Continuing contracts and authorize the appropriate officials to execute
same. (consent)
SUMMARY:
On September 17, 2020, Council approved the use of thirteen firms to serve as construction
managers for the City under RFQ 40-20, and Khors Construction Inc., was selected as one of
the approved firms.
The Pier 60 Concession Stand and restrooms are in Pier 60 park at the northern terminus for
Beach Walk as well as the Pier 60 Fishing Pier on Clearwater Beach. This is an extremely
popular location on the beach and most visitors to the beach at one time or the other use the
services offered at the Concession Stand. Due to the harsh environment and heavy use, the
wooden deck that wraps around the building on the south, north and west sides needs to be
replaced.
This proposal is for all work needed for the project, which includes the demolition and removal
of the existing decking, railing and wooden sub-structure and replacement with a concrete deck
including new aluminum railing, ADA ramps and stair railing. Staff is proposing this type of
construction to reduce the maintenance requirements of a wooden deck and extend the use of
the longevity of the deck and its railings.
Due to the long lead time in manufacturing the aluminum railing (four months), staff is
requesting approval to be able to complete the project prior to Spring Break 2024. The actual
construction work will only take 60-days and be completed by January 2024.
APPROPRIATION CODE AND AMOUNT:
Capital Improvement project M2208, Beach Walk R & R, has partial funding available. The
remaining funding is requested in the proposed fiscal year 2023/24 capital improvement budget
which will be available in October before the project is expected to commence. Early approval
is requested to order the aluminum railing.
USE OF RESERVE FUNDS:
N/A
Page 1 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0789
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Parks & Recreation
Agenda Number: 5.4
SUBJECT/RECOMMENDATION:
Approve a Strategic Consulting Services Contract between the city and CAA ICON in a not to
exceed amount of $210,000 to provide consulting services in connection with negotiations with
the Philadelphia Phillies for the renovations and usage of BayCare Ballpark and the Carpenter
Complex and authorize the appropriate officials to execute same. (consent)
SUMMARY:
On May 15, 2023, the City Council approved the review committee rankings of Professional
Services Proposal (RFP 31-23) for Negotiation Services between the City and the Philadelphia
Phillies Major League Baseball Team. Staff have worked with the top-ranked firm of CAA
ICON to develop a consulting services contract.
Services provided by CAA ICON will be in four phases:
Phase 1: Negotiation Strategy Development
Phase 2: Deal Structure/Lease Analysis
Phase 3: Negotiation Advisory and Support
Phase 4: Document Execution Support
Services shall not commence, nor the Client’s obligation to pay for such services until that date
that is the earlier of (a) the date a kick-off meeting is had between CAA ICON and the Phillies,
or (b) the date a kick-off meeting is had between CAA ICON and the staff of the City of
Clearwater.
CAA ICON will perform the scope of services outlined in the contract for $35,000 per month for
a minimum of three months ($105,000 in total professional fees), plus reimbursable expenses.
At the end of the initial three months, if the services are not completed, the consultant will
continue the work on a month-to-month basis at $35,000 per month, or at a mutually agreeable
rate for up to an additional three months.
CAA ICON has the necessary negotiation expertise and skills needed to provide a contract
between the City and the Phillies that is fair to all parties.
APPROPRIATION CODE AND AMOUNT:
Funds are available in Non-Departmental cost code 0107010-530100 (professional services) to
fund this contract.
USE OF RESERVE FUNDS:
Page 1 City of Clearwater Printed on 7/10/2023
File Number: ID#23-0789
N/A
Page 2 City of Clearwater Printed on 7/10/2023
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June 16, 2023 (Revised)
Via Email
Art Kader
Director Parks & Recreation
City of Clearwater Florida
Email: art.kader@myclearwater.com
Re: Proposal for Strategic Consulting Services
Dear Art:
CAA ICON is pleased to present this proposal to the City of Clearwater Florida (“City” or “Client”) to
provide consulting services in connection with the City’s ongoing negotiations with the Major
League Baseball (“MLB”) Philadelphia Phillies for the renovation and use of BayCare Ballpark and
the Carpenter Complex (“Project”).
This proposal, which includes the terms and conditions in the attached Exhibit A (collectively, this
“Letter”) describes our scope of services and sets forth our obligations to each other to allow the
Project to move forward in an efficient and expeditious manner. By executing this Letter, Client
expressly acknowledges and agrees that CAA ICON’s Reports are for Client’s internal use only and
may not be used for financing, investment, or marketing purposes.
SCOPE OF SERVICES
Based on our understanding of your needs, we are proposing our scope of services (collectively,
the “Services”) in a phased approach as set forth below.
In order to complete the Services, we expect initially to complete a number of key due diligence
tasks to better understand your specific situation. Such tasks allow our team to establish the
foundation for the Project to move forward in an efficient manner.
1. Kickoff meeting/conference call
2. Develop understanding of background/history
3. Meet with key representatives and advisors
4. Identify goals and objectives
5. Identify key stakeholders
6. Determine preliminary schedule
7. Define roles and expectations
8. Establish communication guidelines
9. Prepare data request
10. Review key documents
Phase 1: Negotiation Strategy Development (“Phase 1”)
Successful consulting in the sports and entertainment industry requires in-depth knowledge and
extensive experience in a broad range of a highly specialized and complex areas. Sports and
entertainment consulting encompasses not only diverse organizational and technical issues, but
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also many projects must be performed under public scrutiny in a complex marketing, financial,
political, and statutory environment.
Building upon our years of experience, we will collaborate with the City to prepare, plan, and
execute a negotiation strategy. Key to building the negotiation strategy are a number of tangible
and intangible factors including:
1. Key Considerations
a. Financial considerations
b. Financing considerations
c. Operating considerations
d. Capital repair considerations
e. Timing considerations
f. Political considerations
2. Parameters of agreement terms
a. Alignment with goals
b. Risks and opportunities
3. Key stakeholder goals/objectives and alternatives
Phase 2: Deal Structure/Lease Analysis (“Phase 2”)
CAA ICON will provide detailed deal structure/lease analysis comparison for MLB teams/spring
training facilities. The analysis will provide independent, objective support during negotiations. The
analysis seeks to answer the following high-level questions:
1. How does the proposed deal compare to other MLB spring training deals?
2. Will the proposed deal represent an above-market deal, below-market deal, or market rate
deal?
3. How will the deal impact short-term and long-term team and ballpark economics from a
comparative/competitive perspective?
CAA ICON will prepare a comprehensive review and evaluation of comparable spring training deal
structures and leases, and will provide case studies for each transaction that will include
development overviews, sources/uses of funds (including a breakdown of public vs. private
investment), lease summaries, etc. The analysis will attempt to isolate all the relevant deal points
and lease terms to allow for accurate and meaningful comparisons. CAA ICON will attempt to
identify the material lease components and account for other significant costs of occupancy (e.g.
direct and indirect equity/debt contributions).
CAA ICON’s analysis is based on identifying the respective team’s total occupancy costs as a
percentage of estimated facility revenues, gross gate receipts, and net gate receipts, among other
measurements. Examples of occupancy costs include:
1. Rental payments and taxes
a. Base rent/additional rent/percentage rent
b. Ticket sales tax/ticket surcharges/admissions taxes
2. Revenue sharing with public sector partner(s)
a. Luxury suites/club level seats/loge boxes/private club
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b. Concessions/novelties
c. Naming rights/advertising/sponsorships
d. Parking (and parking surcharges)
e. Other
3. Expenses
a. Gameday operating expenses
b. Facility operating expenses
c. Facility capital expenses
d. Other
4. Up-front team equity/debt investment (effectively pre-paid rent)
5. Vendor/concessionaire investment
6. Miscellaneous/other
a. Rent rebate/ticket guarantee
CAA ICON will develop an equivalent performance analysis for MLB spring training deal structures
and leases. The equivalent performance analysis approach attempts to isolate the deal points and
lease terms to better understand their impact on the team. Performance measures such as
attendance, average ticket price, sponsorship revenue, etc. are held constant, while facility
attributes such as capacity, number of luxury suites, number of club seats, number of parking
stalls, etc. reflect actual characteristics.
The output is a summary of findings and comment(s) on how the deal structure compares to other
relevant MLB spring training deals.
Phase 3: Negotiation Advisory and Support (“Phase 3”)
We are recognized for our independence and objectivity. We have no pre-determined position on
the course of action that should be taken. Our support through the engagement will be independent
and impartial, and our primary goal is to provide accurate data to the City and its constituents.
Through the negotiation with counterparties, CAA ICON will provide support services to include:
1. Deal structure advisory
a. Advise on comparability with other spring training venues
b. Bring creative thinking to deal negotiations based on past experience and specific
needs of the City and key stakeholders
c. As necessary, present findings to key stakeholders
2. Lead negotiations with counterparties
a. Work with City resources to analyze and evaluate key negotiation terms
3. Identify issues and concerns
a. Develop risk mitigation strategies
4. Evaluate financial impacts of key negotiating terms and support the City in its financial
analyses, as necessary and appropriate:
a. Research, prepare, plan, and model potential outcomes in advance of each
conversation/negotiation with counterparties.
b. Provide multi-variable scenarios for each stage of the negotiation, with a qualitative
and quantitative assessment of each.
c. Provide an assessment of market rate deal structure/lease terms
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5. Develop, review, and validate the financial analysis as needed for all the potential related
scenarios. Consideration of alternative approaches
a. Gather and present comprehensive data on alternative options
6. Support go/no go decision
a. Submit all proposals/counterproposals with support from the City
b. Resolve and clarify all outstanding issues for each variable
Phase 4: Document Execution Support (“Phase 4”)
With the consultation and coordination of external legal counsel, CAA ICON will support the City
and its outside counsel in development of definitive documents through execution. This process
includes:
1. Support the preparation of key definitive documents by the City and its external legal
counsel:
a. Letter of intent/memorandum of understanding/term sheet
b. Definitive agreements
c. Other documents, as appropriate
2. During negotiations, assist the City and external legal counsel in reviewing and responding
to proposals by the other parties
3. When documents are ready for execution, assist the City and external legal counsel in
briefing key stakeholders when documents are reviewed and considered for approval
SCHEDULE
Due to the nature of the Project, certain tasks may be completed quickly, while others may only be
completed after an extended period of time due to reliance on the interest, activities, and
performance of other parties. For this reason, we are not able to provide a detailed timeline of the
tasks described in the Services at this time.
BUSINESS ARRANGEMENTS
The fees for professional services of this nature are difficult to estimate due to the uncertainty of the
final scope of services associated with the Project. We will perform the work described in the
Services for $35,000 per month for a minimum of three months ($105,000 in total professional fees),
plus Reimbursable Expenses (as defined in Paragraph 2 of the Terms and Conditions). At the end of
the initial three month period, we will continue the work described in the Services on a month-to-
month basis at $35,000 per month, or at a mutually agreeable rate, for up to an additional three
months. At that time, we will discuss further business arrangements, if necessary, and reach a
mutually agreeable approach moving forward.
Notwithstanding anything to the contrary contained in this Letter, Services shall not commence, nor
the Client’s obligation to pay for such Services as provided above, until that date that is the earlier
of (a) the date a kick-off meeting is had between CAA ICON and the Phillies, or (b) the date a
kick-off meeting is had between CAA ICON and the staff of the City of Clearwater.
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Your countersignature below shall signify your agreement to engage CAA ICON under the terms
and conditions outlined in this Letter, including, without limitation, the Terms and Conditions
outlined in Exhibit A (attached). As such, the date upon which you countersign this Letter as
indicated below will be the “Effective Date” under this Letter.
We greatly appreciate the opportunity to be of service and assistance to you in this very exciting
Project. If you have any questions or comments, please feel free to reach out directly.
Sincerely,
ICON VENUE GROUP, LLC d/b/a CAA ICON
By:
Name: Dan Barrett
Title: President
Attachments – Exhibit A: Terms and Conditions
ACKNOWLEDGEMENT OF RECEIPT AND AGREEMENT WITH THE TERMS AND CONDITIONS
OF THIS LETTER (INCLUDING THOSE ATTACHED HERETO AS EXHIBIT A):
CITY OF CLEARWATER FLORIDA
By:
Name:
Title:
Date:
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Exhibit A
Terms and Conditions
ICON Venue Group, LLC, d/b/a CAA ICON (“CAA ICON”) will perform the Services set forth in this
Letter, of which these terms and conditions (the “Terms and Conditions”) are a part, subject to the
following:
1. Term; Termination. The term of this Letter (the “Term”) shall commence as of the Effective
Date of this Letter and continue until the earlier of (a) that date CAA ICON has performed the
Services, or (b) or ten months after the Effective Date, unless otherwise modified or terminated
in accordance with the terms of this Letter. Either party may terminate this Letter for any or no
reason upon 30 days written notice to the other. In the event of a termination under this
Paragraph 1, CAA ICON shall be entitled to payment for the Services performed and
Reimbursable Expenses incurred that remain unpaid as of the effective date of termination
(including Services performed and Reimbursable Expenses incurred but not yet invoiced).
2. Reimbursable Expenses. Client will reimburse CAA ICON for all reasonable expenses incurred
including, without limitation, travel and subsistence of our staff, copies, postage, publications,
specialized reports, maps, survey web-hosting (if any), survey panels (if any), econometric
models, demographic database report allocation (which is a one-time expense of $750), and
administrative and overhead expenses of $150 per month (collectively, “Reimbursable
Expenses”). Reimbursable Expenses may also include the cost of any Specialty Consultants or
special expenditures made with the prior approval of, or at the specific request of, Client.
3. Payment Terms. CAA ICON will submit to Client a monthly invoice for the professional fees
due for that month, as well as for any Reimbursable Expenses incurred during the previous
month. Payment in full will be due within 30 days after receipt of each such invoice. Amounts
not paid within 30 days accrue an interest charge of one percent per month.
4. Information and Data; Independence; Disclaimers.
a. The written reports (including the Final Report), recommendations, analyses, and
conclusions, whether complete, incomplete, in final or draft form, provided by CAA ICON
(collectively, “Reports”; each, a “Report”) may include estimates of annual operating results
based upon courses of action that the Client expects to take prior to and during the period
under analysis. Client is solely responsible for representations about its plans and
expectations, and for the disclosure of information that might affect the estimated results.
Client acknowledges that CAA ICON will provide an independent evaluation, and Client
agrees to not attempt to influence or otherwise affect the independence of CAA ICON’s
Services. Client further understands and agrees that (i) CAA ICON makes no
assurances or guarantees of market demand, recommendations or subsequent
outcomes (nor have the same been made or are a condition of this Letter), (ii) any plot
plans, sketches, drawings or other exhibits included in the Reports, if any, are
included only to assist the reader in visualizing the Assets (as defined below), and (iii)
CAA ICON disclaims all responsibility for any survey (including the results thereof).
b. CAA ICON’s Services may include providing advice or recommendations to the Client;
however, implementation (or lack thereof) of any such advice or recommendations is the
Client’s sole responsibility. CAA ICON disclaims all responsibility for decisions made by
the Client relating to CAA ICON’s Services.
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c. Any projections of future sales, rents, revenues, expenses, net operating income, mortgage
debt service, capital outlays, cash flows, inflation, capitalization rates, yield rates or interest
rates are intended solely for analytical purposes and are not to be construed as predictions
of CAA ICON. They represent only the judgment of the authors as to the assumptions likely
to be used by purchasers and sellers active in the market place, and their accuracy is in no
way guaranteed.
d. To the extent any Reports contains value estimates, asset values are influenced by a large
number of external factors. The information contained in the Reports comprises the
pertinent data considered necessary to support the value estimate. Client acknowledges
and agrees that CAA ICON does not guarantee that CAA ICON has knowledge of all factors
that might influence the value of the subject property. Due to rapid changes in external
factors, the value estimate is considered reliable only as of the effective date of the
appraisal.
e. CAA ICON is entitled to rely on, without independent verification, the accuracy of all
information and data provided to CAA ICON by or on behalf of Client. All information and
data to be supplied will be complete and accurate to the best of the Client’s knowledge.
CAA ICON disclaims all responsibility for, and provides no assurance regarding, the
accuracy of any such information or data. CAA ICON further disclaims all
responsibility for any assumptions made or provided by the Client, which assumptions
are the Client’s sole responsibility. Additionally, to the extent that the Services
includes assets, properties or business interests (collectively, the “Assets”),
CAA ICON is entitled to make the following assumptions regarding any such Assets,
and disclaims all responsibility for such assumptions:
i. Title is good and marketable, and the Assets are free and clear of any and all
security interests, encroachments, liens or other encumbrances, and the
rightful claim of any third person by way of infringement (including, without
limitation, patent, trademark, trade dress, and copyright infringement);
ii. The Assets are full compliance with all applicable federal, state, local and
national regulations and laws (including, without limitation, zoning regulations),
and all required licenses, certificates of occupancy, consents, or legislative or
administrative authority from any federal, state, local or national government,
private entity or organization have been or can be obtained or renewed for any
use on which CAA ICON’s Services are to be based;
iii. The Assets and any surrounding property are free of adverse soil conditions,
as well as any hazardous or contaminated substances (including, without
limitation, asbestos, PCB transformers, or other toxic materials, or
underground storage tanks). For clarity, the costs of removing, mitigating or
remediating any of the foregoing is not included in any Report; and
iv. The Assets are responsibly owned and competently managed.
5. Specialty Consultants. If Client requires specialized consulting services that are outside the
scope of CAA ICON’s Services, CAA ICON shall recommend the hiring of, and advise Client
with respect to the selection of, appropriate third-party consultants for specialized Project
related services (the “Specialty Consultants”). Unless otherwise agreed to in writing by
CAA ICON and Client, Client shall contract directly with all such Specialty Consultants.
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CAA ICON disclaims any and all liability for the acts or omissions of the Specialty
Consultants.
6. Unseen Conditions. CAA ICON’s Services are based only upon the readily observable
conditions of the Project site or any facilities located on the Project site. CAA ICON will make no
analysis, review, or study into subsurface conditions, structural conditions, contaminated or
hazardous waste conditions (if any exist), or unseen or unforeseen conditions. CAA ICON’s
Services shall further not take into consideration the possibility of the existence of any
hazardous or contaminated substances in or around the Assets (including, without limitation,
asbestos, PCB transformers, or other toxic, or underground storage tanks), or the cost of their
removal. By executing this Letter, Client acknowledges and agrees that CAA ICON is not
qualified to detect, and shall not be responsible for detecting, any such hazardous or
contaminated substances.
7. Reports; Services Not Included. The Reports are valid only when presented in their entirety
and only for the purpose stated therein. All partially completed Reports or drafts presented to
Client are for internal review only and are not otherwise valid. Client acknowledges and agrees
that (a) the Reports do not, in whole or in part, constitute a fairness or solvency opinion and (b)
CAA ICON will not perform any review, audit or other attestation procedures with respect to
financial information as defined by the American Institute of Certified Public Accountants and
will not issue any opinion, report or other form of assurance with respect to any financial
information. Client acknowledges that there may be differences between the estimated and
actual results because events and circumstances frequently do not occur as expected, and
those differences may be material. Should the Client have any concerns with regard to the
estimates, CAA ICON and the Client will discuss those concerns before the Final Report is
issued.
The Reports are intended for internal use only and may not be used, in whole or in part, in
any financing, investment, or marketing purposes or documents.
Furthermore, CAA ICON is not acting as an architect, a general contractor, insurance advisor,
nor an attorney or other legal representative in connection with the Project or in the
performance of Services hereunder. Notwithstanding anything to the contrary contained in the
Terms and Conditions, this Letter, or the exhibits thereto, CAA ICON is not responsible to Client
for actual architectural work or design, construction means, methods, techniques, sequences or
procedures, or for safety precautions and programs in connection with the Project, although
CAA ICON may advise and consult with Client with respect thereto. Client agrees that all of
CAA ICON’s consultations with and recommendations to Client with respect to design
decisions shall be made to assist Client in evaluating alternatives from the Client’s perspective
and interest (including, without limitation, alternatives with respect to value engineering) and are
not to be considered a design evaluation of the soundness or effectiveness of any particular
design approach. Client acknowledges and agrees that CAA ICON is not liable for any acts
or omissions of any architect, general contractor, insurance advisor, any attorney or other
legal representative, Specialty Consultant, nor any associated professionals and
consultants.
Client further agrees that CAA ICON will be compensated for any time and expenses (including,
without limitation, legal fees and expenses) that CAA ICON may incur in considering or
responding to discovery requests or other requests for documents or information, or in
participating as a witness or otherwise in any legal, regulatory, or other proceedings, including,
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without limitation, those other than in this matter, as a result of CAA ICON’s performance of the
Services.
8. Confidentiality. CAA ICON will preserve the confidential nature of information received from the
Client in accordance with CAA ICON’s established policies and practices. For clarity,
confidential information shall not include information that: (i) has become a matter of public
knowledge through no fault, action or omission of or by CAA ICON; (ii) was rightfully in
CAA ICON’s possession prior to disclosure by Client; (iii) subsequent to disclosure by Client,
was rightfully obtained by CAA ICON from a third party who was lawfully in possession of such
confidential information without restriction and was authorized to disclose such information; (iv)
was independently developed by CAA ICON without resort to the confidential information; or (v)
must be disclosed by CAA ICON pursuant to law, judicial order or any applicable regulation,
provided that CAA ICON provides Client with prior written notice of such requirement to
disclose (if permitted) and provided further that CAA ICON only disclose those specific items
required to be disclosed pursuant to such requirement. The Client agrees not to reference
CAA ICON’s name or any of the Reports or other documents prepared by CAA ICON, in whole
or in part, in any document distributed to third parties without CAA ICON’s prior written
consent. The Client further agrees that any of the Reports or other documents prepared by
CAA ICON: (1) shall be deemed to be confidential; (2) shall not be disclosed to third parties
(except to Client’s employees, directors, officers, accountants, attorneys, or other agents or
representatives having the need to know and have been made aware of the confidential nature
of such information, or except as otherwise provided in this Paragraph 8); and (3) shall be used
only in compliance with the Terms and Conditions and applicable laws and regulations. The
Client also agrees to keep confidential and not reference this Letter without prior written
consent of CAA ICON. CAA ICON’s obligation of confidentiality under this Paragraph 8 shall
survive this Letter for a period of three years from the date of its termination or expiration and
thereafter shall terminate and be of no further force or effect. Notwithstanding anything to the
contrary in this Letter, CAA ICON will be entitled to (a) retain copies of confidential information
preserved or recorded in any computerized data storage device or component or saved
automatically to standard back-up or archival systems, and (b) retain copies of confidential
information to the extent required by law, regulation or normal document retention policies;
provided that for so long as CAA ICON retains any confidential information, it shall employ
reasonable security measures and shall exercise reasonable care in protecting the
confidentiality of such information as it does protecting its own information similarly recorded or
saved.
9. Property; Background IP. Upon CAA ICON’s receipt of all amounts properly due and payable,
the final Report produced by CAA ICON (the “Final Report”) shall become the property of the
Client and may be used by the Client, subject to the limitations of this Letter; provided,
however, Client acknowledges and agrees that it shall have no ownership, title, or other rights
to any other Reports, except for a limited license to the extent necessary to review such
Reports. CAA ICON shall be able to retain copies of the Reports and may use the Reports for
any ordinary business purpose. Notwithstanding the foregoing, Client acknowledges and
agrees that Client shall have no ownership, title, license, or other rights to any intellectual
property (including, without limitation, copyrights, patents, trademarks, trade secrets, know-
how, and other proprietary rights) that was either (a) owned, controlled, or developed by
CAA ICON on or before the Effective Date of this Letter, or (b) was created by CAA ICON
outside the scope of the Services hereunder (the “Background IP”), even if the Background IP
was used in developing any Report and regardless of whether the Background IP has been
registered with the appropriate governing body having jurisdiction, is protected under common
law, has been reduced to practice, has been perfected, or otherwise. To the extent that
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CAA ICON utilizes any of its property (including, without limitation, Excel models, proprietary
databases, proprietary information, any hardware or software) in connection with its Services,
such property shall remain the property of CAA ICON, and the Client shall not acquire any right,
title, license, or other interest in such property. CAA ICON shall have ownership (including,
without limitation, copyright ownership) and all rights to use and disclose its ideas, concepts,
know-how, methods, techniques, processes and skills, and adaptations thereof (including,
without limitation, generalized features of the sequence, structure and organization of any
works of authorship) in conducting its business, and the Client shall not assert or cause to be
asserted against CAA ICON or its personnel any prohibition or restraint from so doing. The
provisions of this Paragraph 9 shall survive the expiration or termination of this Letter.
10. Representations and Warranties; Limitation on Warranties. This is a professional services
agreement. CAA ICON shall provide the Services in good faith consistent with the degree of
skill and care, and to the professional standards ordinarily exercised by professionals, acting
diligently, in providing similar services for projects of comparable size, complexity, schedule,
and other characteristics of the Project. Each party represents and warrants to the other party
that: (i) it has the full corporate right, power and authority to enter into this Letter, and to
perform the acts required of it hereunder; (ii) the execution of this Letter by it and the
performance of its obligations and duties hereunder, do not and will not violate any agreement
to which it is a party or by which it is otherwise bound; and (iii) when executed and delivered,
this Letter will constitute the legal, valid and binding obligation of each party, enforceable
against each party in accordance with its terms, and that no further corporate action is required
to bind it to, or effectuate the terms and condition of, this Letter. CAA ICON disclaims all other
representations and warranties, whether express, implied or otherwise, including, without
limitation, warranties of merchantability and fitness for a particular purpose. Client
represents and warrants that it owns or otherwise has sufficient title, license or rights to permit
CAA ICON to utilize all information, data, and other materials provided to CAA ICON by or on
behalf of Client.
11. Indemnification. Client agrees to defend, indemnify and hold harmless CAA ICON, its
parent, affiliate and subsidiary companies, and their respective owners, officers,
members, managers, directors, agents, and employees (collectively, the “Indemnitees”)
from and against any causes of action, investigations, damages, claims, losses, liabilities,
costs, and expenses (including reasonable attorneys’ fees and court costs) of any nature,
kind, or description (collectively, “Losses”) that may be asserted, brought against, paid or
incurred by any Indemnitee at any time in any way arising out of or relating to the
Services, except to the extent it is finally judicially determined that such Losses have
resulted from the intentional misconduct of CAA ICON.
The provisions of this Paragraph 11 shall apply regardless of the form of action, whether
in contract, statute, tort (including, without limitation, negligence), or otherwise, and shall
survive the expiration or termination of this Letter.
12. Limitation on Damages; Waiver of Consequential Damages. CAA ICON shall not be liable
for any Losses in any way arising out of or relating to this Letter for an aggregate amount
in excess of the professional fees paid by the Client to CAA ICON for its Services.
In no event shall either party, including its members, principals, or employees, be liable
for any consequential, special, indirect, incidental, punitive, or exemplary loss, damage,
cost, or expense (including, without limitation, lost profits and opportunity costs). The
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foregoing limitation shall not extend or be construed to extend beyond the scope of this
Letter.
The provisions of this Paragraph 12 shall apply regardless of the form of action, whether
in contract, statute, tort (including, without limitation, negligence), or otherwise, and shall
survive the expiration or termination of this Letter.
13. Non-Recourse. In no event and under no circumstances shall CAA ICON’s members,
affiliated or subsidiary organizations and entities, or any of their respective owners,
directors, officers, agents, employees, members, trustees, volunteers, representatives,
partners, or shareholders have any personal obligation or liability for any of the terms,
covenants, agreements, undertakings, representations or warranties contained in this
Letter. In the case of a default hereunder by CAA ICON, the Client and all persons
claiming by, through, or under the Client, shall look solely to CAA ICON, CAA ICON’s
insurance, and any other assets of any nature whatsoever of CAA ICON, but not of such
other entities or persons. The provisions of this Paragraph 13 shall apply regardless of the
form of action, whether in contract, statute, tort (including, without limitation, negligence),
or otherwise, and shall survive the expiration or termination of this Letter.
14. Subsequent Work; Non-Exclusivity. CAA ICON, by reason of the performance of its Services,
is not required to furnish additional work or services, to give testimony, or to be in attendance in
court with reference to the assets, properties, or business interests in question. CAA ICON will
have no responsibility to update any Reports or other document relating to its Services for any
events or circumstances occurring subsequent to the date of such Report or other document.
Nothing in this Letter shall be construed as precluding or limiting in any way the right of
CAA ICON to provide consulting or other services of any kind or nature whatsoever to any
person or entity as CAA ICON in its sole discretion deems appropriate.
15. Force Majeure. CAA ICON shall not be liable for any delays or failures to perform its Services
resulting from circumstances or causes beyond its reasonable control, including, without
limitation, fire or other casualty, act of God, pandemic, epidemic, strike or labor dispute, war, or
other violence, or any law, order, or requirement of any governmental agency or authority.
16. Independent Contractor; No Third-Party Beneficiaries. CAA ICON is an independent
contractor, and CAA ICON’s compensation is not contingent in any way upon its conclusions or
recommendations. CAA ICON reserves the right to use subcontractors, as necessary.
CAA ICON is and shall be deemed to be an independent contractor of Client, and nothing
contained herein shall be deemed to constitute a partnership between or a joint venture by the
parties, or cause either party to be deemed the employee or agent of the other. CAA ICON’s
compensation is not contingent in any way upon the substance of its conclusions or
recommendations. CAA ICON acknowledges that nothing in this Letter gives CAA ICON the
right to bind or commit Client to any agreements with any third parties. This Letter is not
entered into for the benefit of any third party and shall not be deemed to give any right or
remedy to any such party regardless of whether it is referred to herein.
17. Complete Agreement; Assignment. This Letter constitutes the entire agreement between the
Client and CAA ICON, and supersedes all other oral or written representations, understandings,
and agreements between the Client and CAA ICON. This Letter cannot be changed, except by
written instrument signed by both the Client and CAA ICON. In the event of any conflict or
12 of 13
inconsistency between the provisions set forth in this Letter and the Terms and Conditions, the
provisions of the Terms and Conditions shall govern. This Letter shall be binding on the Client
and CAA ICON, and their respective permitted successors and assigns; however, neither the
Client nor CAA ICON may assign this Letter without the prior written consent of the other,
except that the Client and CAA ICON may assign this Letter to any successor to all or
substantially all of the business or assets of such party, or to any entity controlling or controlled
by or under common control with such party. As used in this Paragraph, the term “control,”
“controlling,” or “controlled by” shall mean the possession, directly or indirectly, of the power
either to (a) vote ten percent or more of the securities or interests having ordinary voting power
for the election of directors (or other comparable controlling body) of such entity or (b) direct or
cause the direction of management or policies of such entity, whether through the ownership of
voting securities or interests, by contract or otherwise, excluding in each case, any lender of
such entity or any affiliate of such lender.
18. Counterparts. This Letter may be executed in one or more counterparts and transmitted
electronically (PDF acceptable) each of which when executed shall be deemed to be the
original, but all of which taken together shall constitute one and the same agreement.
19. Consent and Good Faith Dealings; Cooperation. The parties hereby covenant, each to the
other, that each will deal with the other equitably, and will take into account the reasonable
commercial expectation of the other in the exercise of rights and obligations hereunder. When
consent or approval is requested for any action, the party from whom approval is sought shall
give full and fair consideration to the financial and operational issues raised by the other party
and shall act in a fair, timely and non-capricious manner. Unless otherwise indicated specifically
in this Letter, consent and approvals shall not be unreasonably withheld, delayed, or
conditioned. Client shall cooperate with CAA ICON in connection with the performance by
CAA ICON of its Services, including providing CAA ICON with reasonable and timely access to
the Client’s information, data, and personnel.
20. Governing Law; Venue; Waiver of Jury Trial. This Letter shall be governed by and construed
under the laws of the jurisdiction in which the Project is located, exclusive of its provisions on
conflicts of laws. The parties understand and agree that any dispute arising under this Letter will
be brought only in the state or federal court encompassing the Project site location. The parties
consent to the exclusive personal jurisdiction and venue being laid therein. The parties waive
their right to a trial by jury.
21. Survival. The rights, duties and obligations of the parties to this Letter that imply performance
under this Letter beyond its termination or expiration, including but not limited to any and all
indemnity and confidentiality provisions, shall survive the termination or expiration of this Letter.
22. Non-Solicitation. During the Term of this Letter and for a period of two years thereafter, Client
shall not, without CAA ICON’s prior written consent, directly or indirect, (i) solicit or encourage
any person to leave the employment or other service of CAA ICON, (ii) hire, employ, or
otherwise engage, on behalf of Client, any of its affiliates, or any other person or entity, any
person employed by CAA ICON at the time of the termination or expiration of this Letter, or (iii)
otherwise interfere with relationships between CAA ICON and such employee.
23. Severability. In the event that a court of competent jurisdiction finds any term or clause in this
Letter to be invalid, unenforceable, or illegal, the same will not have an impact on other terms
or clauses in this Letter or the entire Letter. However, such a term or clause may be revised to
the extent required according to the opinion of the court to render this Letter enforceable or
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valid, and the rights and responsibilities of the parties shall be interpreted and enforced
accordingly, so as to preserve their agreement and intent to the fullest possible extent.
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0790
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Parks & Recreation
Agenda Number: 5.5
SUBJECT/RECOMMENDATION:
Approve a Restrictive Covenant between the City of Clearwater and State of Florida,
Department of State, Division of Arts and Culture to allow Ruth Eckerd Hall, Inc. to receive a
Cultural Facilities Grant in the amount of $500,000 and authorize the appropriate officials to
execute same. (consent)
SUMMARY:
Ruth Eckerd Hall, Inc. (REH) applied for and received a cultural facilities grant in the amount of
$500,000 for interior renovations and improvement to the performing arts center. The City as
owner of the land and buildings is required to enter a restrictive covenant with the State under
Section 265.701(4) Florida Statues to ensure that the facility will be used for a “cultural facility”
for ten years following the execution of the agreement.
A “cultural facility” as defined by the State is a building which will be used primarily for the
programming, production, presentation, exhibition of the cultural disciplines such as: music,
theater, creative writing, literature, painting, sculpture, folk art etc.
The City currently has an agreement with REH that runs to July 1, 2031, to operate the facility
as a “cultural facility”, while the restrictive covenant will run to July 17, 2033. Even if REH and
the City do not extend the current lease beyond July 1, 2031, staff is recommending approval of
the restrictive covenant as the city will continue to operate the facility as a “cultural facility” for
the remaining two years as required by the restrictive covenant.
USE OF RESERVE FUNDS:
N/A
Page 1 City of Clearwater Printed on 7/10/2023
P~EPAR~l)> BYANp RETURN TO: JHARRYS. CL INE, ESQ. IMacfarlaneFerguson & McMullen_
Post Office Box 1669
Clearwater, FL 33757
oJ 187805 MAY-18-200 1 11: 17AMPINELLASCO8K11377PG2014
JIIIII 11111 9111111111111111111111I11111111I1111
r0 'lio~ t) D LEASE
I.J.L--- (\ .THIS LEASE, made and entered into this 7 day of ~cJ//'2001, by
and between CITY OF CLEARWATER, a municipal authority, whose mailing
address is: Attn:Pam Akin Post Office Box 4748, Clearwater, FL 33758-
4748, hereinafter referred to as "City", and PACT, INC., a Florida not-Cor-profit
corporation, whose mailing address is: Attn:1111 McMullen-Booth Road,
Clearwater, FL 33759 hereinafter referred to as "PACT";
WIT N E SSE T H:
WHEREAS, City accepted a donation ofland in 1977 from Kapok Tree Inn, Inc.,
to the City of Clearwater, pursuant to that Resolution No. 77-133, with the understanding
and agreement (the "Agreement") that the properties involved would be developed for a
performing arts center all properties described on Exhibit"A" attached hereto and all
improvements thereon (being collectively referred to as the "Arts Facility"), said property
being more fully described in Exhibit "A" attached hereto (hereinafter referred to as the
Entire Parcel"); and
WHEREAS, subsequent to accepting the donation of the lands as aforesaid, the
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City pursuant to Resolution No. 78-127, did enter into a Ground Lease with PACT on
PAGES c:2"^' _ACCT 1/ -7
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March 14, 1979, reflecting a lease term from January 1, 1979 through December 31,
1993, with renewal provisions for an additional fifteen (15) years, with a maximum lease
extension of fifty (50) years; and
WHEREAS, subsequent to execution of the lease as aforesaid, incident to
financing and construction of the performing arts facilities, the City and PACT canceled
the lease agreement, and the properties described on attached Exhibit "B" were sold,
transferred and conveyed to PACT (hereinafter referred to as the "Building Parcel"),
subject to a right of reverter back to the City upon payment of bond indebtedness which
was required to pay for initial construction, and.the balance of the lands remaining
continued to be owned by the City (hereinafter referred to as the "Parking! Access
Parcel"), subject to an easement authorizing PACT to construct parking, lighting
installation and signage on the remaining lands, as reflected by that easement agreement
dated June 4, 1981, and duly recorded in O.R. Book 5199, page 1813, public records of
Pinellas County, Florida, and simultaneously therewith the City and PACT entered into a
Facilities Use Agreement; and
WHEREAS, on August 26, 1998, the City and PACT did enter into a further
Maintenance and Operation Agreement pertaining to the parking lot, entranceway, and
landscaping and other related matters as to the Parking! Access Parcel; and
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JUN - 5 2001
MACFARLANE FERGUSON & McMuLLEN i\TTORNEY
ATTORNEYS AND COUNSELORS AT LAW
900 HlGHP01NT CENTER
106 EAST COLLEGE AVENUE
TALLAHASSEE, FLORIDA 32301
850) 681-7381 FAX (850) 681.0281
400 NORTH TAMPA STREET, SUITE 2300
P. O. BOX 1531 (ZIP 33601l
TAMPA. FLORIDA 33602
813) 273.4200 FAX (813) 273-4396
625 COURT STREET
P. O. BOX 1669 (ZIP 33757)
CLEARWATER, FLORIDA 33756
727) 441-8966 FAX (727) 442-8470
June 1,2001 IN REPLY REFER TO
Post Office Box 1669
Clearwater, FL 33757
Pam Akin, City Attorney
City of Clearwater
Post Office Box 4748
Clearwater, FL 33757-4748
Re: City of Clearwater / PACT, Inc. [lease commencement date]
Dear Pam:
The original Lease agreement was executed with the commencement dates left blank on
pages 3 and 4. This was necessary because when approved, the transaction was subject to PACT
paying offthe existing indebtedness so the City ofClearwater would acquire ownership ofall ofthe
ground and improvements.
The documents were recorded on May 18th. I would like to suggest that we insert in the
lease, on pages 3 and 4, that the commencement date is May 18th, and then the termination date
would be May 17th.
I do not see that it is so important that we re-record the lease, but I would like for you to
confirm, if you agree, that these dates represent the commencement date for the new Lease and
Facility Use Agreement.
As always, thank you for your assistance and I shall look forward to hearing back from you.
Sincer
Cline
HSC:koh
Enclosure
cc: PACT, Inc. [Attn: Mr. Robert Freedman]
H:IDataIAtylHSCIPACTIAKIN.601
MCFARLANE FERGUSON I 727 442 8470 06/07 '01 ~6:11 NO.625 02/03
NEt..t:.FlS C:OUNTY Fl.-A.
C).,.",RE:C ~ BK 11~17 PO 2016
WHEREAS, incident to the bereinabove identified agreements between the parties,
PACT did in fact construct the perfonning art facilities consistent with the original
Agreement causing the Entire Parcel to be conveyed to the City, and subsequent thereto
operated the En!i~e,Parcel at all tim.es in conformity with the original intent of-the said
Agreemetit; and
@WHEREAs, on Ih.~~oo.y of\J1b'f -;2001', PACT paid off all ofthe . i
underlying bond indebtedness, whioh consistent with the tenns of the original bond issue
and agreements, resulted in the l:llVerter of fee simple title Olllhe propeI:lies described on ~
Exhibit f'B" to the City such that the City was thereupon fee simple titI~ owner .ofthe l~
Entire Parcel, as described 011 Exhibit "A", which included the performing arts facility,
the parking lot, entry roads, and other associated properties pertaining to the performing
arts center; and
WHEREASt PACT has indicated a willingness and a desire to continue to operate
the Arts Facility, and to continue to solicit funds, and to mainfDin.J repa~ and otherwise '
use and develop the said premises and improvements thereon for a performing arts center
as heretofore done, conditioned upou the City entering into a long term. lease agreement
WithPACT;. and ..
WHEREAS, the City has had the required public hearings to have the properties
described on attached Exhibit "A" declared surplus, and has determined' that PACT,
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AEL~AS COUNTY rLAOr~REC,eK 113?? PG 2017
having raised the funds necessary to construct the performing arts facilities, and having
operated and maintained the facilities and provided programming and ~therwjse. complied
with the original intent of the donors, as approved by the City in 1977) and complied with
all other agreements existing with the City from time to time, is therefd.re the proper party
to continue to operate the facilities under a lease agreement, upon the tenus and
provisions hereinafter set forth, it is
AGREED for the sum of One Hundred ($100.00) Dollars and other-valuable
considera,tion.s, the receipt ofwhich is hereby aclmowledged, as follows:
1. Recitals. The recitals set forth above are 1roe and COtrect!and are
incorporated herein by reference.
2. Demiseq Premis~. City does hereby Jease to PACT the toea! property and
all improvements located thereon (hereinafter called the "Premises''), wihioh are known
and described as followS:
See Exhibit "At' attached hereto and made part hex'eofby reference.
t-A A'('
3. .lttitiiU Thrm. The In,itial Tem ofthis Lease is thirty (30) years and shall
@!) v
J.,)~'~
v.Js-<
2031.
4.QmiQn to Extend Thrm. If PACT is c.ot in default hereunder, at the
expiration ofthe Initial Tenn, PACT shall have the right and option to elx:tend the term of
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WHEREAS, incident to the hereinabove identified agreements between the parties,
PACT did in fact construct the performing art facilities consistent with the original
Agreement causing the Entire Parcel to be conveyed to the City, and subsequent thereto
operated the Entire Parcel at all times in conformity with the original intent ofthe said
Agreement; and
WHEREAS, on the _ day of 2001, PACT paid off all of the
underlying bond indebtedness, which consistent with the terms of the original bond issue
and agreements, resulted in the reverter of fee simple title on the properties described on
Exhibit "B" to the City such that the City was thereupon fee simple title owner ofthe
Entire Parcel, as described on Exhibit "A", which included the performing arts facility,
the parking lot, entry roads, and other associated properties pertaining to the performing
arts center; and
WHEREAS, PACT has indicated a willingness and a desire to continue to operate
the Arts Facility, and to continue to solicit funds, and to maintain, repair and otherwise
use and develop the said premises and improvements thereon for a performing arts center
as heretofore done, conditioned upon the City entering into a long term lease agreement
with PACT; and
WHEREAS, the City has had the required public hearings to have the properties
described on attached Exhibit "A" declared surplus, and has determined that PACT,
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Orr,REC,8K 11377 PG 2017
having raised the funds necessary to construct the performing arts facilities, and having
operated and maintained the facilities and provided programming and otherwise complied
with the original intent of the donors, as approved by the City in 1977, and complied with
all other agreements existing with the City from time to time, is therefore the proper party
to continue to operate the facilities under a lease agreement, upon the terms and
provisions hereinafter set forth, it is
AGREED for the sum of One Hundred ($100.00) Dollars and other valuable
considerations, the receipt of which is hereby acknowledged, as follows:
1. Recitals. The recitals set forth above are true and correct and are
incorporated herein by reference.
2. Demised Premises. City does hereby lease to PACT the real property and
all improvements located thereon (hereinafter called the "Premises"), which are known
and described as follows:
See Exhibit "A" attached hereto and made part hereof by reference.
3. _ Initial Term. The Initial Term of this Lease is thirty (30) years and shall
commence on the day of 2001 and shall expire on the _ day of
2031.
4.Option to Extend Term. If PACT is not in default hereunder, at the
expiration ofthe Initial Term, PACT shall have the right and option to extend the term of
Landlord
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this lease upon all the terms, provisions and conditions herein set forth (unless otherwise
expressly set forth herein) for an additional period of thirty (30) years. PACT shall
exercise said option by giving written notice ofits exercise of such option to City at the
address set forth above by registered or certified mail, postage prepaid, mailed not less
than one hundred eighty (180) days prior to the expiration of the Initial Term hereof.
5. Rent. In consideration for this lease agreement, PACT agrees to undertake
and perform the obligations herein. The principal consideration to City for the rights
herein granted is for PACT to maintain, restore, replace and operate the Arts Facility as
herein provided, and for the general enjoyment of the citizens of the City of Clearwater,
Florida, and surrounding areas. In recognition of a value of those services heretofore, and
to be performed by PACT, consistent with the intent ofthe original donation ofthe
properties, and consistent with the construction, maintenance and operation from
inception to date, the total rental payments due the City for the Initial Term hereof (or for
any renewals or extensions hereof) shall be $100, the r~ceipt and sufficiency of which is
hereby acknowledged by City, plus performance of the obligations set forth herein.
6. Use.
a) - Th"e premises snaIl be used for the purposes getiefally~ established by
the donor in granting the properties to the City, including but not limited to the
maintenance, repair, replacement, and expansion ofthe existing facilities, and
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operating the Arts Facility, together with activities customarily associated with a
performing arts center, including, but not limited to the booking, promoting and
holding of professional performing arts and educational events, collection of
admission charges, provisions for concessions and parking services for a fee, rental
of the facilities to local community groups consistent with the intent of the donors
of the property and with the City and community uses heretofore made, and
generally shall be used and occupied to promote development of any and all of the
performing and visual arts, and to cultivate public and professional knowledge and
appreciation of all such arts, to provide banquet, restaurant, concession and other
food and beverage activities not inconsistent with the purposes set forth herein,
and conduct retail activities reasonably related to the other uses ofthe premises,
and to provide ancillary services for performing or visual artists or educators or for
students or the theater-going public generally, necessary or desirable to promote or
facilitate the foregoing uses, including without limitation the publication and
dissemination of any and all media materials relating to the foregoing. PACT
agrees that the premises shall continue to be operated and maintained in such a
manner as to be a credit to the City, and shall be made available to all members of ,.
the public regardless of race, color, creed, national origin or religious preference
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and shall be developed, operated and maintained in a manner consistent with the
public interest.
b) PACT shall have sole administrative and artistic control over the
events and activities conducted within and on the premises so long as such events
and activities shall be consistent with the above stated purposes.
c) The premises shall not be utilized by PACT for the purpose of
working or campaigning for the nomination or election to any public office,
whether partisan or non-partisan, but PACT shall not be precluded from renting all
or part of the premises to persons or entities for political activities.
7. Payment of Utilities. PACT shall pay all charges for heat, gas, electricity
and other public utilities used and consumed by it on the Premises during the term of this
lease.
8. Maintenance. Repairs and Care by PACT. PACT will not commit any
waste of the Premises. PACT shall maintain the Premises in a neat and orderly manner
and will perform all maintenance and repairs required to keep and maintain the interior
and exterior of the Premises in as good condition and repair as the same exist upon
commencement of the term hereof, except for ordinary wear and tear. PACT further
covenants and agrees to keep and maintain the exterior of the premises, including
landscaping and open areas, and the drives and parking areas in good condition and
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t P.NELLAS COUNTY rLAOrFIREC,8K 11377 PG 2021
repatr. PACT also covenants and agrees to make all structural repairs, whether interior or
exterior, and to make all necessary replacements and repairs to the roof, electrical system
and to the plumbing system, including without limitation, those portions of the plumbing
system lying outside of the building or within the walls or floors of the building. All
maintenance, servicing, repairs and replacements of the heating and cooling system and
plumbing fixtures shall be the responsibility of PACT. PACT shall be entitled to and
benefit from all warranties and guarantees of the manufacturers of said system and any
replacements thereto.
9. Installations. Alterations and Removal. Alterations or permanent additions
to the Premises shall be made at the sole cost and expense of PACT and shall be
consistent with the uses authorized herein, consistent with the donors' general intent and
shall be undertaken only upon obtaining all appropriate permits. Any such alterations and
additions shall be completed free and clear of all mechanics' and other similar liens and
claims. PACT shall not have the right to expose the City's ownership interest to any
mechanic or_ construction liens, and to the extent requested by the City, will join in a
Memorandum of Lease to be recorded in the public records reflecting such limitations.
PACT shall also make such temporary alterations, repairs and additions to the Premises as
may be required by PACT, and PACT may install such equipment, fixtures and property
as it may require for its business purposes including, without limitation, antennas, satellite
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dishes for satellite communications and a radio antenna for radio communications on the
roof or other part of the Premises. Title to all alterations, additions and improvements to
the Premises shall rest in and remain with the City, subject to PACT's use and occupancy
pursuant to this agreement.
10. Signs. PACT may maintain existing signage, and may place suitable signs
on the Premises for the purpose of indicating the nature ofthe business carried on by
PACT in said Premises; provided, however, that such signs shall comply with all
applicable laws, ordinances and regulations.
11. Insurance. During the term hereof, PACT shall maintain fire and extended
coverage insurance on the Premises in an amount reasonably acceptable to City. PACT
shall maintain contents insurance upon its personal property located in the Premises.
PACT shall maintain public liability insurance insuring against claims for death or injury
or property damage, in the amounts of at least $1,000,000.00 with respect to death or
injury of one person, $2,000,000.00 with respect to one occurren;e, and $100,000.00 with
respect to damage to property. Copies of such policies of insurance shall be furnished to
City. City shall be named as an additional insured in such policy.
12.- Iiidemnity. PACT agrees to indemnify and save CitY harmless from and
against any and all loss, liability claim, cost and expense from claims for injury or
damage to property arising out of any acts ofPACT or its agents and employees in its use
02-21-1;1:23PM 9-
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I PltELLAS COUNTY FLR,
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and occupancy ofthe Premises or arising out of any failure on the part of PACT to keep
and perform its covenants and obligations hereunder.
13. Damage or Destruction. PACT is responsible to repair any damage or
destruction to the premises. If all or any part ofthe Premises shall be damaged or
destroyed by fire or other casualty insured, the proceeds shall be used for repair or
rebuilding as a result of such damage or destruction. In the event PACT shall failor
refuse to undertake the appropriate planning and permitting process, or otherwise begin to
process reconstruction subsequent to damage or repair, the insurance proceeds shall be
retained and held by the City and used by the City for the Premises. The City, and any
mortgagee( s) shall be named as additional insureds in any fire and extended coverage
insurance on the Premises.
14. Assignment and Subletting. Except as otherwise provided herein, PACT
shall not assign its interest in this lease nor sublet the Premises, in whole or in part, for
any period beyond one (1) year, without first obtaining the written consent of City, which
consent shall not be unreasonably withheld.
15. Ouiet Enioyment. City covenants and agrees that PACT, upon compliance
with the terms and provisions of this lease, and keeping its covenants and obligations
hereunder, shall be entitled to possession and occupancy of the Premises.
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16. Leasehold Mortgage.
a) PACT shall have the right to mortgage or otherwise pledge any and
all of its right, title and interest in and to its leasehold estate and any improvements
thereon and the tangible or intangible personal property rights relative thereto,
provided: (i) PACT shall provide a copy of the note and mortgage and name and
address of any such lender to the City by hand delivery or certified mail, return
receipt requested, or by overnight courier service; (ii) such leasehold mortgage is
from an "Institutional Lender," its lien constitutes the first lien on the Premises
subject to the usual and customary exceptions thereto typically accepted by an
Institutional Lender [the term "Institutional Lender" as used in this lease shall
refer to a savings bank, savings and loan association, commercial bank, insurance
company, trust company, credit union or other lender of substance which has
assets in excess of$50 million dollars at the time the "Mortgage" is made]; (iii) the
term of such leasehold mortgage is less than or e9ual to the remaining term of this
lease; (iv) the leasehold mortgage shall not cloud the title after the Lease is
terminated; (v) the leasehold mortgage shall not modify or nullify any terms,
provisions, covenants, conditions, or obligations of the lease; (vi) the lender
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I PINELLAS COUNTY FLA,
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covenants and agrees with City that lender shall not conclude any foreclosure
action by affecting a judicial sale of PACT's leasehold interest in the Premises to
occur until the expiration of one hundred twenty (120) days from the date on
which lender gives written notice to City of PACT's default under the loan
documents constituting the Mortgage, and specifying what actions are required to
cure such default, during which time the City may at its option cure such default(s)
and/or provide a "substitute lessee" acceptable to lender upon terms as may be
required by lender, and which shall not serve to release PACT from any liabilities
owed to lender, and (vii) in the event that the leasehold mortgage if foreclosed, the
lender, its nominee, successors, assigns, or a purchaser at such foreclosure sale
shall assume the lease upon the same terms, provisions, covenants, conditions and
obligations. The City shall provide PACT with its objections to the form of the
leasehold mortgage in writing within forty-five' (45) days from the receipt of the
leasehold mortgage by the City. Any mortgage permitted by this subparagraph
17 (al is referred to in this lease as the "Mortgage". The City shall have no
obligation to subordinate its fee interest and no secondary financing shall be
permitted without the prior written consent of the City, which consent shall not he
unreasonably withheld. Any lender whose loan to PACT is secured by a mortgage
02-21-1;1:23PM 12-
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permitted hereby is hereinafter referred to as a "Lender". Any lender or a
mortgage which does not meet the requirements set forth above shall be void.
b) Notwithstanding anything contained in this lease to the contrary,
Lender shall have the right to perform any term, covenant, condition or agreement
of this lease to be performed by PACT and to remedy any default by PACT, and
the City shall accept such performance by Lender with the same force and effet as
if furnished by PACT. The City shall give any Lender written notice
simultaneously with any written notice given to PACT, asserting a default under
the lease, and the Lender shall have the same rights to cure as PACT, and will have
the same time periods provided for in the lease to cure such default( s) at any time
and from time to time, unless the documentation approved by the City incident to
any financing contains a longer curative period for the Lender, in which case that
time frame shall govern the time to cure for the Lender.
17. Default. Upon the happening of any on~ or more of the following events:
a) PACT's continued default in performance of any covenant of this
agreement for a period of more than thirty (30) days after delivery of written notice
of such default to PACT by City, and if the default is not such that can be cured
within thirty (30) days, then PACT shall be obligated to have commenced the cure
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of such default and be proceeding to cure the same in good faith and with all
reasonable due diligence;
b ) PACT's making an assignment for the benefit of creditors, or a
receiver or trustee being appointed for PACT;
c) PACT's vacating or abandoning the Premises;
d) The Board of Directors for PACT declaring their intention to cease
to engage in the purposes and activities hereinabove specified, and to quit and
surrender the Premises.
In the event that anyone or more of the above identified matters occurs, and the same not
being cured following written notice of default to PACT and to any Lender, then subject
to the terms and provisions of any Mortgage, and any agreements executed incident
thereto, the City at its option may exercise anyone or more ofthe following options:
1) declare this agreement to be terminated, ended and null and
void and re-enter upon and take possession of the Premises,
whereupon the term hereby granted and all right, title and interest of
PACT in the Premises shall end; or
2) exercise any and all rights and privileges available to the Cityhereunder, incident to enforcing the terms and provisions herein in
any legal proceeding under the laws of either the State ofFlorida, or
the United States ofAmerica, or both.
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I~~2LAS COUNTY rLA,8K 11377 PG 2028
18. Notices. Any notice required or permitted to be given hereunder shall be
deemed sufficient if given by communication in writing, delivered by courier, or
facsimile transmission, with receipt confirmed, or sent by United States mail, postage
prepaid and certified, and addressed to the entities and addresses set forth above, or to
such other address in either case as such party may designate in writing.
19. Compliance. PACT shall use reasonable efforts to comply with and
observe, and this agreement shall be subject, to any and all relevant laws, resolutions,
rules, regulations and orders of the City and of all governmental and regulatory bodies,
except for any such regulations which would entail, or require or necessitate the making
of any extraordinary or structural changes to the roof, columns, bearing walls, and other
structural elements of the Arts Facility, and its mechanical, electrical, plumbing, heating
and air-conditioning facilities and systems or entail, require or necessitate the expenditure
of funds with respect to or in connection with the correction or repair of items for which
PACT has not funds available from any source.
20. - Ownership of Property.
a) Ownership of the real property and improvements made thereto, and
fixtures placed thereon shall remain with the City,. subject to the terms of this
lease.
02-21-1;1:23PM 15-
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I IPINELLAS COUNTY FLA,
0~r,REC,8K 11377 PG 2028
b) Any and all intangible personal property, cash, objects or articles of
art or other personal property, acquired by, or donated to PACT shall be and
become the sole property ofPACT. Objects of art and other personal property
may beplaced in the Arts Facility by PACT, or PACT may display such property
it receives on loan. Such property shall remain the property ofPACT, or if on loan
or under another agreement, shall remain the property of the parties providing the
same to PACT, and shall not become the property ofthe City, during the term of
this lease, or upon any termination hereof.
21. Inspection. City shall have the right to enter upon the Premises, upon
reasonable prior notice at mutually agreeable times, for the purpose of inspecting the
same, preventing waste, or other reasonable purposes, and for the purpose of making such
repairs to the Premises as the City may desire, understanding that this clause shall in no
way be deemed to require the City to make any repairs to the facilities.
22. Negation of Agent/Employee Status. PACT shall perform this agreement
as an independent contractor and nothing contained herein shall in any way be construed
to constitute PACT as representatives, agents, subagents, or employees of the City. In no
event and under no circumstances shall any provision of this agreement make City or any
political subdivision of the State of Florida liable to any person or entity that contracts
with or that provides goods or services to PACT in connection with PACT has agreed to
16-Tenant02-21-1;1:23PM
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I INELLAS COUNTY FLA,
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perform hereunder. PACT shall be solely responsible for and shall be the contracting
party with the intended risk of loss with respect to any and all operations, directly or
indirectly, related to the Arts Facility carried out on the Premises, including but not
limited to all theatrical productions, stage events, food and beverage, merchandise,
souvenirs, parking, video and audio production activities, all cultural and theatrical
productions, or other activities performed hereunder.
23. Charitable Support. The City is aware that PACT annually raises
substantial funds through charitable donations to support operations, capital campaigns
which would include, without limitation, campaigns to raise funding for modernization,
maintenance, repair, or expansion, and to further endow the arts. Such fund-raising is
most important to the success of PACT, and incident thereto PACT offers recognition to
donors at various levels. The City hereby authorizes PACT, incident to such fund-raising
activities, to afford naming opportunities to donors, involving the identification of donors
or contributors by placing signage or signs, plaques or other visual and permanent
identification of donors or contributors to PACT, its operations, facilities, programs,
endowment or other support.
24. Miscellaneous:
02-21-1;1 :23PM 17-
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Orr.~C,8K 11377 PG 2031
a) Successors and Assigns. This lease shall be binding upon and inure
to the benefit of the parties hereto and their respective heirs, executors,
administrators, successors and assigns.
b) Triple Net Lease. It is the intent of this agreement that it will be a
triple net lease, with PACT paying any and all costs, expenses, charges, taxes,
maintenance, repair, insurance, premiums or other charges or impositions
necessary to m!lintain the facilities in a good state of repair, and in accordance with
the terms and provisions of this lease agreement. In the event taxes are ever
assessed against the property, such taxes shall likewise be a charge and expense of
PACT hereunder;
c) Radon. Radon is a naturally occurring radioactive gas that, when it
has accumulated in a building in sufficient quantities, may present health risks to
persons who are exposed to it over time. Levels of Radon that exceed federal and
state guidelines have be~n found in buildings in Florida. Additional information
regarding Radon and Radon testing may be obtained from your county public
health unit.
d) Entire Agreement. This agreement constitutes the entire agreement
between the parties, and supersedes all negotiations or prior agreements in
connection with the subject matters hereof.
02-21-1;1:23PM 18-
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OF~, REC . SK 11377 PG 2032
e) Amendments. No change, modification or termination of any of the
terms, provisions or conditions of this agreement shall be effective unless made in
writing and signed by all parties hereto.
g) Governing Law. This agreement shall be governed by and construed
in accordance with the laws of the State of Florida.
h) Separability. If any paragraph, subparagraph, or other provision of
this agreement, or the application of such paragraph, subparagraph or provision, is
held invalid, then the remainder of the agreement and the application of such
provision to persons or circumstances other than those with respect to which it is
held invalid, shall not be affected thereby.
i) Binding Effect. This agreement shall be binding upon, and shall
inure to the benefit of the parties hereto and their respective successors and
assIgns.
j) Remedies. All remedies shall be cumulative and not alternative.
k) Memorandum of Lease. The parties hereto shall prepare and record
a Memorandum of Lease in the public records for Pinellas County, Florida.
02-21-1;1:23PM 19-
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IN WITNESS WHEREOF, the parties hereto have caused these presents to be
executed the day and year first above written.
h~
B. ria ... ~gst, Mayc/'..
mmlSSlOner
Approved as to form:
dla K. Akin
mm City Attorney
Wi~!~
Witness - Print Name
H,\Data\Aty\HSC\PACT\LEASE.DOC
Attest:
By:tL..~o.
thia E. Goudeau,
Clerk
PACT, INC., a Florida non-pr9fit
oraA +
Name!
Title:
20-
Iiii;;', . Ji.ii\.~~~'-:iJIPINrLLASCOUNTY 'LA. · ~'~'i.'0". Rrc . SK 11377 PG 2034 if
lit, t
A PARCEL OF LAND LY I NG I N THE SOUTH 1/2 OF THE NORTH 1/2 OF SECT I ON 9 ,t:.~.:> '4TOWNSHIP29SOUTH, RANGE 16 EAST, PI NELLAS COUNTY, FLOR I DA, AND BE I NG MORE :~t' t.,:..iPARTICULARLYDESCRIBEDASFOLLOWS :\\,.
f.
1~/:"
I.EXHIBIT
DESCRIPTION:jIIII
J A'\
RUTH ECKERD HALL'
BEG I NN I NG AT THE SOUTHEAST CORNER OF THE NORTHWEST 1/4 OF SECT I ON 9 ,1*\ ;':~TOWNSHIP 29 SOUTH, RANGE 16 EAST, PINELLAS COUNTY, FLORIDA: THENCE SOUTH:r89021 '05" EAST, ALONG THE NORTH LINE OF DEL ORO GROVES, AS RECORDED IN PLAT~BOOK 12, PAGE 2 OF THE PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA, A"DISTANCE OF 477.16 FEET TO THE SOUTHWEST CORNER OF LOT 21, DEL ORO GROVES{FIRST ADDITION, AS RECORDED IN PLAT BOOK 69, PAGE 56 AND 57 OF THE PUBLIC,!RECORDS OF P I NELLAS COUNTY, FLOR I DA: THENCE ALONG THE WEST AND NORTH LINES _''','' .,;.;OF SAID DEL, ORC GROVES FIRST ADDITION THE FOLLOWING TEN (10) COURSES ANDDISTANCES: I. NORTH 00016' IS" EAST, 519.23 FEET: 2. SOUTH 89019'45" EAST,118.80 FEET; 3. NORTH 00029'45. WEST, 79.68 FEET; 4. SOUTH 89009' 15" EAST,245.08 FEET; 5. NORTH 00005'45" EAST, 129.43 FEET; 6. SOUTH 89034' IS"EAST, 60.45 FEET: 7. NORTH 00010' 15. WEST, 301.98 FEET; 8. SOUTH 89017' IS"EAST, 498.69 FEET; 9. NORTH 81025'06" EAST, 479.63 FEET: 10. SOUTH89049' 15" EAST, 251.76 FEET TO A POINT ON THE WEST LINE OF LOT 25, DEL OROHEIGHTS, AS RECORDED IN PLAT BOOK 54. PAGE 12, OF THE PUBLIC RECORDS OFPINELLASCOUNTY, FLORIDA: THENCE ALONG THE WEST LINE OF SAID DEL OROHEIGHTSSUBDIVISION, NORTH 00004'50. EAST A DISTANCE OF 221.17 FEET TO THENORTHLINEOFTHESOUTH1/2 OF THE NORTH 1/2 OF SAID SECTION 9; THENCENORTH89017'04" WEST ALONG SAID LINE, A DISTANCE OF 1514.66 FEET; THENCELEAVINGSAIDLINE, SOUTH' 00007'43" WEST A DISTANCE OF 64.54 FEET; THENCENORTH89021 '08" WEST A DISTANCE OF 320.00 FEET; THENCE SOUTH 00007'43" WEST'A DISTANCE OF 50.00 FEET; THENCE NORTH 89021 '08" WEST A DISTANCE OF 290.00FEET; THENCE SOUTH 00007'34. WEST A DISTANCE OF 117 FEET MORE OR LESS TOTHECENTEROFALLIGATORCREEK, SAID POINT TO BE KNOWN AS POINT "A" FORCONVENIENCE; RETURN THENCE TO THE POINT OF BEGINNING; THENCE NORTH89021 '05" WEST ALONG THE NORTH LINE OF DEL ORO ESTATES, AS RECORDED IN PLATBOOK46, PAGE 29 OF THE PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA, ADISTANCEOF695.52 FEET; THENCE NORTH 00007'00" EAST A DISTANCE OF 610.82FEET; THENCE NORTH 89018'29" WEST A DISTANCE OF 590.03 FEET TO THE EASTERLYRIGHT -OF -WAY 1I NE OF McMULLEN BOOTH ROAD, (S . R. 593), (A 100' R/W); THENCENORTH00007'00" EAST ALONG SAID R/W LINE, A DISTANCE OF 60.00 FEET TO THESOUTHWESTCORNEROFKAPOKMANORCONDOMINIUMVILLAGEONE, AS RECORDED INCONDOMINIUMPLATBOOK22, PAGES 48 THRU 51 INCLUSIVE, OF THE PUBLIC RECORDSOFPINELLASCOUNTY, FLORIDA; THENCE SOUTH 89018'29" EAST ALONG THE SOUTHLINEOFSAI1) CONDOMINIUM AND THE SOUTH LINE OF ONE KAPOK TERRACE, ACONDOMINIUMPHASEVI, AS RECORDED IN CONDOMINIUM PLAT BOOK 102, PAGES 8.THRU 10. I NCLUS I VE, OF THE PUBL I C RECORDS OF PI NELLAS COUNTY FLOR I DA, A'DISTANCE OF 1135.68 FEET; THENCE NORTH 00007'00" EAST A DISTANCE OF 60.00FEET; THENCE NORTH 66027'06" WEST ALONG THE NORTHERLY LINE OF THEUNRECORDEDONEKAPOKTERRACE, A CONDOMINIUM. PHASE VI I, A DISTANCE OF267.83 FEET: THENCE NORTH 00007'34" EAST A DISTANCE OF 140 FEET MORE ORLESSTOTHECENTERLINEOFALLIGATORCREEK: THENCE EASTERLY AND NORTHERLYALONGTHECENTERLINEOFALLIGATORCREEKASITWINDSANDTURNSTOTHEAFOREMENTIONEDPOINT "A".
t.:;
SAID PARCEL CONTAINING 41 ACRES MORE OR LESS.
J .
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EXHIBIT
PINELLAS COUNTY rLA,rr,REC,8K 11377 PG 2035
i I, ~ "
PARCEL 1
That certain piece, parcel, or tract of land lying in and being part oftheNorthhalfofSection9, Township 29 South, Range 16 East, PinellasCounty, Florida, being more particularly described as follows:
From the center of said Section 9, NOaa 07' 43" E, and along theNorth-South centerline of said Section 9, a distance of 94.50 feet forapointofbeginning; thence N 890 21' 08" W, and parallel with theEast-West centerline of said Section, a distance of 26B.BO feet; thenceN00007' 43/1 E, and parallel with the North-South centerline of saidSection, a distance of 377.60 feet; thence S 8g0 21' 08" E, and parallelwiththeEa~t-West centerline of said Section, a distance of 489.60 feet;thence S 00 07' 43/1 W, and parallel with the North-South centerline ofsaidSection, a distance of 377.60 feet; thence N 8g0 21' 08" W, andparallelwiththeEast-West centerline of said Section, a distance of220.80 feet to the North-South centerline of said Section and the PointBeginning. \ .
PARCEL 2
Toqether with an easement for inqress ana eqress,aescribeaasrOI10ws:
That certain piece, parcel, or tract of land Tying in and being part oftheNorth1/2 of Section 9, Township 29 South, Range 16 East, Pine11asCounty, Florida, be.;ng set aside .for use as a permanent ingress andegresseaseme~t, with access roads being constructed within the boun-daries thereof ~ described as follows:
From the center of said Section 9, N 000 071 43" E, and. along theNorth-Southcenterlfrw of said Section, a distance of' 54.0 feet foraP.O.B.; thence N 890 21' 08" W, and parallel with the East-~./estCenterlineofsaidSection, a distance of 374.4 feet; thence N 00007' 43"-E, and parallel with the North-South centerline of saidSection, a distance of 556.57 feet; thence N 890 lBI 31" W, adistanceof911.28 feet to the. West right-of-way of State Road No.593 and/or Mct1ul1en-Booth Road, a 100 fo~t .right--of-way, as no\'I
n_-_:..'"'."'-e5-tabli.shed; -the-nee N 000 07' 00" E, and along said right-of-way, adistanceof60.0 feet to the Southwest corner of Kapok ManorCondominiumVillageOne, as recorded in Condominium Plat Book22, pages 48 through 51 inclusive, Public Records of PinellasCounty, Florida; thence S 890 18' 31" E, a distance of 1586.49 feet;thence S 000 07' 43" W, and parallel with the North-South centerlineofsaidSection9, a distance of 616.06 feet; thence N 8g0 21' 08" W,and parallel with the East-West centerline of said Section, adi~tance of 300.8 feet to the P.O.B.
j";
I..J1.1 .t P INELLAS COUNTY rLArr.REC.8K 11377 PG 2038
PARCEL 3 .
Together with an easement for parking, descr1bed as follows:
parc~l of land lying in lne South 1/2 of the North 1/2 of Section 9, Township29So~tn, Range 16 East, Clearwat~r, Pinellas County, Fiorida, and being moreparticularlydescribedasfollows:
eEGln at the center of said Section 9; thence N 89021'08" W, along the East-West centerl ine. of said Section, also being the North boundary of DEL ORCESTAiES, as recorded in Plat Book 46, Page 29, of the Public Records ofPine11asCounty, Florida, for 695.52 feet to a point lying 640.00 feet East ofthecenterJineofMc,.'ULlEIl-BOOTH ROAD (STATE ROAO 593); thence H 0007'00" E640.00' from and parallel with the centerline of said road, for 610.82 feet toapointlying60.00 feet Soutll of the southerly boundary of KAPOK MANOR CONDO-MINIUM VILLAGE ONE, as recorded in Plat Book 22, pages 4e through 51 of thePublicRecordsofPinellasCountY,"Florida; thence S 89018'31" E, 60.00 feelfromandparallelwith\ said South boundary for" 321.25 feet: thenceS0007'43" W, for 556.57 feet; thence S 89021'08" E, for 374.40 feet, to apointontheNorth-South centerline of said Section 9; thence continueS89021'08" E, for 300.80 feet; thenCE! N 0007'43" E, for 616.06 feet; thenceN85018'31" W, for .300.80 feet to the North-South'centerline of said Section:thence U 0007'43" E along said North-South centerline for 550.00 feet; thenceS' 89017'05" E and. parallel with the North boundary of said South half of theNorthhalfofsai~ Section, for 290.00 feet; thence N 0007'43" E, forSO.COfeet; thence S 89Q17!1:l5" E, for 17.02 feet; thence S 0007'43" W along a line30i.Oo-' easterly from ana parallel to the North-South centerline of saidSection, fOr 1269.94 feet to a point on the East-West centerline of saidSection, also being thel Na:-th boundary of eEL ORO GROVES,. as recorded in PlatSook12. Page 2, of the Public Records of Pinellas County, Florida; thenceN89021' 08" W along sa i d' centerli ne for 307.02 feet to the POINT OF BEGINNING,and contains 9_33 acres, more or less.
KARLEEN F. DE BlAKER, CLERK OF CIlJRT
PINELLAS COUNTY, FLORIDA
2C16927B 05-18-2001 11:16:18 YMW
51 LEA-CITY OF CLEARWATER, PACT IHe
016433
In:01167905 BK:11377 SPG:2014 EPG:2036RECORDING023PAGES1 $105.00
TOTAl..:
P CHECK AMT. TENDEI\'ED:
CHANGE :
BY ________ DEPUTY CLERK
105.00
105.00
00
GUIDELINES FOR APPLICATION CYCLE APRIL 1 - JUNE 1 20211
Cultural Facilities Grant Guidelines, eff. XX/2021
Chapter 1T-1.039, Florida Administrative Code
Cultural Facilities
Grant Guidelines
Application Open: April 1
Application Deadline: June 1, 5 p.m.ET
Grant Period: 23 months (beginning July 1, year of appropriation)
If a deadline falls on a Saturday, Sunday, or legal holiday, the deadline date will
be the next business day.
Florida Department of State
Division of Cultural Affairs
329 North Meridian Street
Tallahassee, Florida 32301
2
Cultural Facilities Grant Guidelines, eff. XX/2021
Chapter 1T-1.039, Florida Administrative Code
Application Submission
Applications must be submitted on or before June 1, 5 p.m. ET.
Applications must be submitted on the DOS Grants System at dosgrants.com.
For Assistance and Information
Teri Abstein
850.245.6299
teri.abstein@dos.myflorida.com
These Guidelines are also available electronically at:
http://dos.myflorida.com/cultural/grants/grant-programs/cultural-facilities/ and can be made
available in an alternative format.
3
Cultural Facilities Grant Guidelines, eff. XX/2021
Chapter 1T-1.039, Florida Administrative Code
Table of Contents
Introduction .................................................................................................................................................. 5
Timeline......................................................................................................................................................... 5
Program Description ..................................................................................................................................... 7
Eligibility ........................................................................................................................................................ 7
Application Restrictions ........................................................................................................................ 9
Legal Status ........................................................................................................................................... 9
Public Entity .......................................................................................................................................... 9
Nonprofit, Tax-Exempt ........................................................................................................................ 10
Required Documentation .................................................................................................................... 10
Application Requirements .......................................................................................................................... 10
Grant Period ........................................................................................................................................ 10
Accessibility and Nondiscrimination ................................................................................................... 11
Request Amount ................................................................................................................................. 11
Match Requirements .................................................................................................................................. 11
Types of Match........................................................................................................................................ 12
In-kind (Donated Goods and Services) .................................................................................................... 13
Non-allowable Matching Funds .............................................................................................................. 13
Allowable Expenses ................................................................................................................................. 14
Non-Allowable Expenses ......................................................................................................................... 14
Review Criteria and Scoring ........................................................................................................................ 15
Review Process............................................................................................................................................ 16
Staff Review ............................................................................................................................................ 17
Information Provided to the Florida Council on Arts and Culture Review Panel ................................... 18
Florida Council on Arts and Culture Review Panel .................................................................................. 18
Funding Process .......................................................................................................................................... 19
What if an application is not funded? ................................................................................................. 19
How to Apply ............................................................................................................................................... 21
Application Form ..................................................................................................................................... 21
Attachments and Support Materials ....................................................................................................... 21
Required Attachments ........................................................................................................................ 21
Unrestricted Use of Land and/or Buildings ......................................................................................... 22
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Total Support and Revenue (Statement of Comprehensive Income, Revenue and Expense) ........... 23
Architectural Plans .............................................................................................................................. 23
Support Letters ................................................................................................................................... 24
Historical Review Requirements ......................................................................................................... 24
Support Materials ............................................................................................................................... 24
File Formats ......................................................................................................................................... 25
Uploading Instructions ........................................................................................................................ 25
Grant Forms ............................................................................................................................................ 25
Terms and Definitions ............................................................................................................................. 25
Help ......................................................................................................................................................... 39
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Introduction
Welcome to the Division of Cultural Affairs Cultural Facilities Program (CF) Guidelines. We're
glad you are applying for a Cultural Facilities grant from the Division. These guidelines are
supported under section 265.701, Florida Statutes and incorporated by reference into Rule 1T-
1.039, Florida Administrative Code, and they detail the policies and requirements for the
application and administration of the Cultural Facilities Program grants.
Timeline
April Announcement of application availability in Florida
Administrative Register and via email.
April – June Division staff assistance and consultation available to
applicants.
June 1, 5 p.m. ET Applications due. Applications must be submitted on the
DOS Grants System at dosgrants.com on or before this
date. If a deadline falls on a Saturday, Sunday, or legal
holiday, the deadline date will be the next business day.
July 1 (1st year) Notification of Grant Award and grant details forms
available in the award year. Grant period begins.
January 31 (1st year), 5 p.m.
ET
First Interim reports due for Cultural Facilities projects.
Interim reports must be submitted on the DOS Grants
System at dosgrants.com.
July 31 (2nd year), 5 p.m. ET
Second Interim reports due for Cultural Facilities projects.
Interim reports must be submitted on the DOS Grants
System at dosgrants.com.
January 31 (2nd year), 5 p.m.
ET
Third Interim reports due for Cultural Facilities projects.
Interim reports must be submitted on the DOS Grants
System at dosgrants.com.
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June 1 (2nd year) End date for projects. All grant and local matching funds
must be expended by this date. The grant period is 23
months.
July 15 (2nd year), 5 p.m. ET Final Reports due for Cultural Facilities projects. Final
Reports must be submitted on the DOS Grants System at
dosgrants.com.
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Program Description
The Cultural Facilities Program coordinates and guides the State of Florida's support and
funding of renovation, new construction, or acquisition of cultural facilities. It is intended for
organizations whose mission is arts and cultural programming in one of the disciplines as
defined in (section 265.283(7), Florida Statutes).
By program definition, a cultural facility is a building where the programming, production,
presentation, exhibition of any of the arts and cultural disciplines are carried out (section
265.283(7), Florida Statutes). These disciplines are music, dance, theatre, creative writing,
literature, architecture, painting, sculpture, folk arts, photography, crafts, media arts, visual
arts, and programs of museums. The Program is intended for bricks and mortar construction or
renovation or for acquisition (not any combination of the three). State funding shall not be
used for parking facilities, sidewalks, walkways, and trails that are the entire scope of work;
landscaping; fabrication or design of exhibits (not permanently affixed to the building); nor
commercial projects.
Public or private pre-K-12 schools; libraries; civic organizations; parks, recreation, and leisure
organizations; human service organizations; or other community service agencies do not meet
the definition of arts or cultural organizations.
The Division offers two levels of funding within the Cultural Facilities Program. These levels are
determined by the specific use of the facility:
1) A purpose-built or single use facility that will solely be used for the programming,
production, presentation, exhibition of any of the arts and cultural disciplines (Section
265.283(7), Florida Statutes) AT LEAST 85% of the time. This type of facility includes
theatres, performance centers, museums (including, aquariums, botanical gardens,
history centers, zoos, etc.) and art centers. The maximum request amount for this type
of facility is $500,000.
2) A multi-purpose facility that will be used for the programming, production,
presentation, exhibition of any of the arts and cultural disciplines (Section 265.283(7),
Florida Statutes) LESS than 85% of the time. This type of building includes community
centers, recreation centers, civic centers and municipal buildings. The maximum
request amount for this type of facility is $200,000. Project costs must be directly
related to the arts and cultural portion of the facility.
Eligibility
All applicants must meet the following requirements. All documentation must be provided by
the application deadline.
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1. Must not have multiple active Cultural Facilities projects under contract at one time.
Cultural Facilities projects have a grant period of 23 months. Unless a grantee has a
smaller project that will be completed in a single year, grantees should submit new
applications every other year. Subject to Legislative appropriation, Cultural Facilities
recommendations approved by the Secretary of State will be funded top-down until the
appropriation is depleted. Any applicant on the ranked list that has not completed a
previously-funded Cultural Facilities project by July 1 of the award year will be passed
over and the funds will be allocated to the next grantee on the list without an active
Cultural Facilities project under contract. A previously funded project is considered
complete when it has reached 100% completion as supported by contractor
documentation or if the contract has reached its end date and all funds have been
expended. The previously funded project final report and payment request must be
completed and submitted to the Division by July 1 of the award year.
2. Must use the facility to directly conduct arts and cultural programming. Documentation
MUST be provided to support the percentage of facility use is for arts and cultural
purposes as it pertains to the organization’s mission per section 265.283(7), Florida
Statutes. If project is for a NEW space without previous programing, programming
examples (either proposed or programming being performed at another location) MUST
be provided and support the percentage of facility use for arts and cultural purposes.
3. Must have the required legal status.
4. Agree to comply with all application requirements:
a. Complete all proposal activities within the grant period;
b. Make programming and activities open and accessible to all members of the
public (see accessibility and nondiscrimination);
c. Match the grant amount requested, at least dollar for dollar (see request
amount and match requirements); and
d. Include only allowable expenses in the proposal budget (see allowable and non-
allowable expenses).
5. Agree to comply with all grant administration requirements:
a. Provide all information needed for the grant award agreement;
b. Request approval for any changes to the awarded grant;
c. Submit timely and accurate reports;
d. Maintain complete and accurate grant records;
e. Comply with the requirements of the Florida Single Audit Act; and
f. Credit the State of Florida and Division of Cultural Affairs for funding.
6. Must have unrestricted use of the land and buildings associated with the project, which
means you MUST be able to record a Restrictive Covenant on the property with the
Clerk of Court for ten (10) years or provide a ten (10) year surety bond. See Unrestricted
Use of Land and/or Buildings for additional information.
7. Must retain ownership of all improvements made under the grant (unless the land or
buildings are owned by the State of Florida and leased to an eligible applicant).
8. If the property is leased, the lease agreement must be dated, signed, and submitted at
the time of the application submission.
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9. Must provide documentation of Total Support and Revenue for the last completed
fiscal year.
10. Must have appropriate matching funds and documentation at time of application
submission.
11. Must provide current architectural plans signed by a licensed architect or engineer
clearly indicating scope of work. If architectural plans are not required for the
completion of the project, contractor project proposals or working drawings must be
provided. Must include budget estimate provided by the architect, engineer, or
contractor that the Proposal Expense Details are based on.
12. Must have current project support of local officials (city and county government),
community groups, and community members —for this project— documented in
writing at time of application.
13. Applicants with structures 50 years or older must submit a determination letter
(stating that the proposed project will have NO adverse effects to the building’s
historical significance) from the Division of Historical Resources (DHR) at time of
application (For additional information, please contact the Bureau of Historic
Preservation (BHP) at 850.245-6333).
14. Must complete an online application form at https://dosgrants.com/ by the application
deadline.
In addition to these eligibility requirements, all applicants in noncompliance at the time of
the application deadline will be deemed ineligible to apply.
Application Restrictions
1. Organizations may only submit one (1) Cultural Facilities application per application
deadline.
2. Cultural Facilities grants do not fund Historic Preservation projects.
3. Organizations with projects funded by the Legislature outside of the review of the
Florida Council on Arts and Culture or Secretary of State are not eligible to receive
Cultural Facilities grant support for the same Scope of Work from the Division of Cultural
Affairs within the same fiscal year in which legislative funding is appropriated.
4. No organization may receive more than $1.5 million during a consecutive previous five
(5) state fiscal year period (July 1 – June 30).
Legal Status
To meet the legal status requirement, an applicant organization must be either a public entity
or a Florida nonprofit, tax-exempt corporation as of the application deadline in accordance with
section 265.701(2), Florida Statutes.
Public Entity
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A Florida local government, entity of state government, school district, community college,
college, or university. Private schools, private community colleges, private colleges, and private
universities are not public entities and must be nonprofit and tax-exempt to meet the legal
status requirement.
Nonprofit, Tax-Exempt
A Florida organization that is both:
1. Nonprofit: incorporated as an active nonprofit Florida corporation, in accordance with
Chapter 617, Florida Statutes; and
2. Tax-exempt: designated as tax-exempt as defined in section 501(c)(3) or 501(c)(4) of the
Internal Revenue Code of 1954, as amended. Staff will verify status in Guidestar at
https://www.guidestar.org/.
The Division of Cultural Affairs will verify that the applicant is registered with the Division of
Corporations as of the application deadline. If the applicant is not registered with Corporations
by the application deadline, the application will be deemed ineligible.
If the applicant is registered in Corporations but their status is not "active," the applicant must
correct the status within 10 calendar days of notification or the application will be deemed
ineligible.
For more information on corporate status, visit http://www.sunbiz.org or call the Division of
Corporations, profit and nonprofit information line at (850) 245-6052. To verify corporate
status, you can review your corporate record online through the sunbiz.org document search
tool.
For more information about tax-exempt status, see Exemption Requirements - Section 501(c)(3)
Organizations on the Internal Revenue Service website (http://www.irs.gov).
Required Documentation
1. All applicants must provide a DUNS number. You can request a DUNS number at
https://www.dnb.com/.
2. All applicants must provide a copy of the Substitute W-9 with the grant application. This
can be found at https://flvendor.myfloridacfo.com.
Application Requirements
Grant Period
All proposed activity must take place within the grant period.
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• The grant period start date is July 1 of the award year.
• The grant period end date is June 1 (23 months after award begins) unless an end date
extension is approved by the Division.
Accessibility and Nondiscrimination
The Division of Cultural Affairs is committed to making the arts and culture accessible to
everyone, including:
• persons with disabilities;
• older adults;
• culturally and economically underserved populations; and
• minorities.
Organizations seeking support for activities are required to be open and accessible to all
members of the public, regardless of sex, race, color, national origin, religion, disability, age, or
marital status.
The Americans with Disabilities Act (ADA) prohibits discrimination against individuals with
disabilities in employment, state and local government services, public accommodations,
transportation and telecommunication. The ADA extends the requirements under section 504
of the Rehabilitation Act of 1973, as amended, to all activities of state and local governments
and places of public accommodations operated by private entities, including places of public
display. The 504 Self Evaluation Workbook which can be used as a reference, and downloadable
Disability Symbols can be found at http://dos.myflorida.com/cultural/info-and-
opportunities/resources-by-topic/accessibility/.
Request Amount
You may request up to $500,000 for the renovation, acquisition, or construction of a cultural
facility. There is no minimum request amount.
Match Requirements
Applicants must provide at least one dollar in cash or in-kind (donated goods or services) for
every dollar requested from the division. This is called match. Some expenses can only be
included in the Proposal Budget as match.
Total Proposal Expenses are defined as match (cash and in-kind) + request amount. No more
than 25% of the total match may be in-kind. See the in-kind section of the guidelines for more
details.
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25% of the match must be cash on hand at the time of application. Remaining matching funds
may be anticipated at the time of application, but must be received by the end of the grant
period. All expenses (both state grant and match) must be paid out (not merely encumbered)
by the grant end date of June 1.
Applicants must match the request amount with non-state funds specific to the construction,
renovation, or acquisition project. The amount provided as match depends on Total Support
and Revenue statement (comprehensive income, revenue and expense) and REDI eligibility.
Operating expenses cannot be used as match.
Summary of Match Requirements Required
Match
Last completed FY total support and revenue less than $1,000,001 1:1
Last completed FY total support and revenue of $1,000,001 or more with a
REDI waiver
1:1
Last completed FY total support and revenue Over $1,000,001 or more
without a REDI waiver
2:1
Exception: The Rural Economic Development Initiative (REDI) recognizes those rural or
economically distressed counties or communities designated pursuant to sections 288.0656 and
288.06561, Florida Statutes, as REDI qualified. The REDI program is administered by the Florida
Department of Economic Opportunity. You can find more information and a list of economically
distressed counties and communities at http://www.floridajobs.org/business-growth-and-
partnerships/rural-and-economic-development-initiative/rural-definition.
Applicants in a REDI designated area must only provide $1 of required match for every $1
requested from the state regardless of their Total Support and Revenue. The Division cannot
waive all matching funds.
Types of Match
Three types of match (MUST be on hand at the time of the application submission):
• Cash on Hand (Liquid Assets) At Least 25% of total request amount match must be cash
on hand at the time of the application, documented by bank statements showing
restricted funds or city or county resolution*. Fixed Capital Outlay accounts MUST be
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separate from general operating accounts. Business checking accounts are NOT
acceptable unless they are specifically named for that purpose. Cash on hand may
exceed 25% of the total match, but may never be less than 25% of the total match.
• Irrevocable Pledges (No more than 75% of the match) must be auditable and received
by the Grantee by the end of the grant period. Irrevocable pledges are legally binding
promises to donate by individuals or groups. Letters from boards or other groups that
pledge to raise money for the project are not acceptable irrevocable pledges.
• Documented In-Kind Contributions (No more than 25% of the match). In-kind
contributions must be itemized at the time of application, and the goods and services
received and utilized by the end of the grant period. In-Kind Contributions by the
applicant are not eligible for match.
In-kind (Donated Goods and Services)
The value of all professionally skilled services used as in-kind must be documented in writing by
the volunteer. The value of donated goods must also be documented. Records of such
documentation must be available upon request.
The value of volunteer services may be calculated using the federal minimum wage or wage
rates normally paid for professionals skilled in the service provided (such as a supplier donating
construction materials services or an electrician providing pro bono work). For information on
the current federal minimum wage, see the Wage and Hour Division of the US Department of
Labor at https://www.dol.gov/whd/minimumwage.htm.
Organizations must have all match complete and confirmed at the time of application.
*Municipalities and counties (public entities) must submit an executed copy of an approved
resolution by a city or county commission with the application materials. The resolution must
include the dollar amount dedicated and available to the project if the grant is awarded and the
date the funds will be available. The submitted resolution must be dated and signed by an
authorizing official. An unsigned resolution will not be accepted and the application will be
deemed ineligible. Funding, as indicated by the resolution, must be made available within 90
days of the start of the grant award period. An internal document or budget will not be
accepted as documentation. Resolutions will not be accepted after the application deadline.
Non-allowable Matching Funds
• Funds that are for General Operating Expenses (i.e. the unrestricted column on the
Statement of Activity page of the organization's audit);
• Revenue from bond issues that have not been passed at the time of application;
• Revenue from grants that have not yet been awarded;
• Fundraising costs;
• Legal fees or taxes;
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• Matching funds will be designated only to the Scope of Work presented in this
application and may not have been used in previous Division or Department of State
grants;
• Expenditures made before the grant period;
• Interest paid on mortgage. The interest paid on the mortgage is considered to be the
"cost of doing business;"
• Building or Land value;
• Loans and equity; and
• Any State of Florida agency funds.
Matching Funds Documentation
Documentation of matching funds MUST include bank statement(s) confirming cash on hand or
resolution showing funds dedicated to the Scope of Work.
And as applicable:
• Award letters from third parties;
• Copies of irrevocable pledges (include a list or spreadsheet with totals); and
• Letters of intent or invoices for future in-kind goods and services.
If matching funds are from a single source (i.e. County/Municipality Resolution, single donor,
etc.), applicants are strongly encouraged to include letters or surveys showing community
support for the project with their support documentation.
Allowable Expenses
Allowable expenses must be:
• directly related to the proposal;
• specifically and clearly detailed in the proposal budget; and
• incurred and paid within the grant period of July 1 of the award year through June 1 (23
months after award begins).
Only allowable expenses may be included in the proposal budget.
Non-Allowable Expenses
Grant (state and matching) funds may not be spent on the following:
• Expenditures made before the grant period;
• Costs incurred or obligated outside of the grant period;
• Expenditures for work not included in the Scope of Work of the executed Grant Award
Agreement as described in the original application and approved by the panel;
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• Costs for planning, which include those for preliminary and schematic drawings, and
design development documents necessary to carry out the project;
• Design, fabrication or construction of exhibits not permanently affixed to building
• Commercial property (coffee shops, cafés, and gifts shops as part of the facility are
allowable);
• General Operating Expenses (GOE). Administrative costs for running the organization
(including but not limited to salaries, travel, personnel, office supplies, mortgage or rent,
operating overhead or indirect costs, etc.);
• Costs associated with representation, proposal, or grant application preparation
• Costs for lobbying or attempting to influence federal, state or local legislation, the
judicial branch, or any state agency;
• Costs associated with bad debts, contingencies (money set aside for possible expenses),
fines and penalties, interest, taxes (of any kind), and other financial costs including bank
fees and charges and credit card debts;
• Costs for travel, private entertainment, food, beverages, plaques, awards, or
scholarships;
• Regranting, contributions, and donations; and
• State funds may not be used for parking facilities, sidewalks, walkways, and trails that
are the entire scope of work; landscaping; fabrication or design of exhibits (not
permanently affixed to the building); nor commercial projects. However, matching funds
may be used for elements that are part of the project.
Spending state grant funds on expenses that have not been approved by the Division, even if
directly related to the program or project, will be disallowed and could result in a legal demand
for the return of grant funds.
Expenditures shall be in compliance with the state guidelines for allowable project costs as
outlined in the Department of Financial Services' Reference Guide for State Expenditures
(revised November 2019), which are incorporated by reference and are available online at
https://www.myfloridacfo.com/Division/AA/Manuals/documents/ReferenceGuideforStateExpe
nditures.pdf.
Review Criteria and Scoring
Each eligible application will be evaluated on three (3) competitive criteria
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Criteria Application Section(s) Worth
Need for Project
and Project Impact
Percentage of Arts and Cultural Programming, Production,
and Administration; Need for Project; Project Impact; and
Operating Forecast Detail
up to 45
points
Scope of Work Scope of Work: Project Description up to 30
points
Project Budget
and Matching
Funds
Proposal Budget Detail: Expenses; Proposal Budget Detail:
Income; Matching Funds Statement; and Project Team
up to 25
points
The total possible number of points the panel can award to an application is 100. The panel's
evaluation will be based on the information contained in the application, required attachments
and support materials submitted with the application. The panel's individual scores will be
averaged to determine a final score for each application.
Applications must receive a minimum average score of 80 or higher to be recommended for
funding. Applications receiving an average score of 80 or higher will be recommended to the
Secretary of State and forwarded to the Florida Legislature for funding consideration.
Applications with a tied average score will be ranked by application number order (lowest to
highest).
Review Process
1. Division staff will conduct a technical review to determine eligibility. Eligible applications
will then be submitted to the members of the Florida Council on Arts and Culture who
serve as the grant review panel.
2. The members of the Florida Council on Arts and Culture will evaluate each application
on the review criteria and assign a score.
3. The Florida Council on Arts and Culture approves a list for submission to the Secretary of
State.
4. The Division forwards a ranked list to the Secretary of State.
5. The Secretary of State approves the ranked list for submission to the Legislature for
funding consideration.
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Staff Review
The technical review of applications verifies:
1. The applicant has the correct legal status (public entity governed by either a
municipality or county or not-for-profit, tax-exempt, Florida Corporation).
2. The applicant has unrestricted use of the land and buildings associated with the project.
The applicant MUST be able to file a Restrictive Covenant on the property with the Clerk
of Court for ten (10) years or provide a 10 year surety bond. See Unrestricted Use of
Land and/or Buildings for additional information.
3. The lease agreement is dated and signed (if applicable).
4. The documentation of Total Support and Revenue for the last completed fiscal year has
been provided and matches the information provided in the application.
5. The appropriate matching funds ratio has been identified and documentation has been
provided.
6. The current architectural plans signed by a licensed architect or engineer clearly
indicating the scope of work have been provided. If architectural plans are not required
for the completion of the project, contractor project proposals or working drawings
must be provided, including budget estimates provided by the architect, engineer, or
contractor that the Proposal Expense Details are based on.
7. The current project support of local officials (city and county government), community
groups, and community members —for this project— has been provided;
8. The applicants with structures 50 years or older have submitted a determination letter
(stating that the proposed project will have NO adverse effects to the building’s
historical significance) from the Division of Historical Resources (DHR) (For additional
information, please contact the Bureau of Historic Preservation (BHP) at 850.245-6333).
9. The documentation supporting percentage of facility use for arts and cultural purposes
as it pertains to the organization’s mission per section 265.283(7), Florida Statutes has
been provided. If project is for a NEW space without previous programing, programming
examples must be provided. Responses to application questions regarding the
percentage of facility use must be verifiable and support the organization’s mission and
the purpose of the proposed project.
10. The appraisal and purchase documents have been provided (For applicants with
acquisition projects ONLY).
Only documents that provide clarification to staff will be considered after the application
deadline. If necessary, a request for clarification will be sent with a certain response deadline.
Such requests will be made in writing to the Applicant Organization using the contact
information provided in the application. These requests are not for additional information, but
to clarify the information already submitted in the application. Responses received after the
established deadline will not be accepted. Clarifications will become an official part of the
application. Required documents that were not submitted with the application will not be
accepted.
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Information Provided to the Florida Council on Arts and Culture Review Panel
The Division shall make available a staff report on each eligible application that provides an
assessment of the information provided in the grant application. The staff report will include:
1. A synopsis of the proposed Scope of Work
2. A summary of all previously awarded Cultural Facilities grants and Fixed Capital Outlay
line item grants and their completion status and history of management by the
applicant
3. Any clarification requested from an Applicant Organization and received by the specified
deadline
4. An assessment of the proposed Scope of Work and timeline in regards to the grant
period and comparison to previously funded Cultural Facilities projects
5. An assessment of the proposed estimated budget including eligibility of claimed match
contributions, with recommendations for any grant funding level adjustments that may
be justified by the findings of the staff technical review. Examples of the need for such
adjustment would be a recommendation to delete work related to non-allowable costs,
work not consistent with the Cultural Facilities guidelines, or to reduce the grant award
in an amount commensurate with inadequately documented or non-allowable match
contributions.
6. Other information regarding the Applicant Organization and its compliance with
previous Division grants, if relevant
Florida Council on Arts and Culture Review Panel
Panel meetings are a public process and anyone can participate by attending in person or by
calling in via a toll-free number. Participation instructions will be emailed to applicants and
posted on the Division's web site and in the online grant system. The Division strongly
encourages applicants to participate in the grant panel meeting, however it is not required.
Participating in the panel process can be very helpful for those that intend to apply for future
grants.
Members Florida Council on Arts and Culture serve as the grant review panel for the Cultural
Facilities program. A Division staff member will serve as the panel Chair. Chairs do not vote on
applications being reviewed.
A typical panel meeting will include the following:
1. Call to Order
2. Introduction of Panelists and Staff
3. Panel Instructions from the Chair
4. Scoring of applications. For each application:
o the Chair will announce the application number and applicant name
o applicants may provide a brief update on the application. Updates may only
include new proposal information
o applicants will be permitted to respond to panelist questions
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o each panelist will voice his or her score
o division staff will calculate and voice the total points and the average panel score
5. Public comment:
o During public comment, anyone (including applicants) may speak about the
applications under consideration.
6. Panel Recommendations
7. General discussion from the panel (policies, procedures)
8. General comments from the public (limited to 3 minutes or at the Chair's discretion)
9. Closing remarks from the Chair
10. Adjournment
Any information provided during the panel review that negatively affects an application may result in an
application being deemed ineligible or a reduction in request amount.
The panel chair will request discussion and a vote on the recommended funding list, ranked in
order of total average score (highest to lowest). The Council may amend the recommendations
based on new or existing pertinent information about the application or panel proceedings
such as:
• Score calculation errors by the Division;
• Applicant noncompliance with administrative requirements of previous grants from the
Department of State;
• Bankruptcy or other fiscal concerns;
• Changes in the applicant's staff that would impair implementation of the proposed grant
activity;
• Typographical errors in the Committee's recommendations.
Funding Process
The Secretary of State will provide the Legislature with an approved list, ranked in order of total
average score, with funding recommendations for all projects that received a total average
score of 80 and above. The Legislature may use this list to make funding decisions.
Any applicant on the ranked list that has not completed a previously-funded Cultural Facilities
project by July 1 of the award year will be passed over and the funds will be allocated to the
next grantee on the list without an active Cultural Facilities project under contract.
What if an application is not funded?
If the Legislature does not fund any applications on the list presented in a given year, the
applications on that list are eligible for “rollover” for the following year (only). Applications may
only be on the rollover list once. If your application is not funded on the rollover, you must
submit a new application.
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Why Rollover?
As a rollover, your application:
• Is guaranteed a place on the next recommended funding list if you submit a Rollover
Update;
• Will not be re-scored, but will be ranked by the original score on a list that includes new
applications; and
• Will be recommended for the amount of funding that was originally requested.
A single list (of both rollover and new applications) ranked in order by average score, highest to
lowest, will be submitted to the next session of the Legislature. Rollover application
recommendations will be identified as such on the ranked list.
Rollover Update
Applicants wishing to rollover must submit a Rollover Update. This should provide updated
information pertinent to the application since its original submission in the following
application sections:
• Scope of Work (Project Description) as recommended by the Council and approved by
the Secretary of State;
• Project Budgets;
• Matching Funds Statement; and
• Contact information.
A specific deadline will be established and posted on the Division's website. When you submit
the Rollover Application, Division staff will:
• Verify Basic Eligibility;
• Verify that the Project Description in the Rollover application has NOT changed from the
Project Description in the original application that was recommended by the Council and
approved by the Secretary of State; and
• Verify match percentages and documentation.
Removal from the Rollover List
An organization will be removed from the rollover list for the following:
• Failing to submit the updated information by the rollover deadline announced on the
Division's website; and
• Failing to maintain basic eligibility, required match, or undisturbed use of the building or
land or both.
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Changes in Scope of Work (Project Description) Note: The project that was recommended for
funding by the Florida Council on Arts and Culture and approved by the Secretary of State must
not change.
How to Apply
Applications must be submitted on the DOS Grants System at dosgrants.com.
All application information submitted to the Division is open for public inspection and subject to
the Public Records Law (Chapter 119, Florida Statutes).
Application Form
The application form must be completed using the Division's online grant application and
submitted online by 5:00 p.m. ET on the application deadline. Deadlines are posted on the
Division's web site at http://dos.myflorida.com/cultural/grants/grant-programs/cultural-
facilities/.
Applicants may request that a submitted application be electronically un-submitted at any
point before the application deadline. The application must be resubmitted by the application
deadline to be considered.
Attachments and Support Materials
Attachments and support materials must be uploaded into the online grant application system.
Attachments and support materials will not be accepted by any other method including email
and fax.
Required Attachments
Attachments are required documentation of eligibility. The required attachments for Cultural
Facilities are:
1. Matching Funds Documentation
a. Bank statements, awards, contracts, for cash on hand; and
b. Copies of irrevocable pledges.
2. Letters and/or invoices from in-kind contributors.
3. Documentation of Unrestricted Use (construction and renovation projects only; see
Unrestricted Use of Land and/or Buildings).
• Deed, title, property tax statement to document unrestricted use, OR
• Executed copy of lease and written explanation of any easements, covenants, or
other conditions to document unrestricted use.
4. Total Support and Revenue Documentation (See Total Support and Revenue)
• Audit or financial statement; OR
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• Audit or financial statement of the organization that will be responsible for
management of the facility (public entity applicants only).
5. Current Architectural Plans (for new construction and renovation projects only)
certified by a licensed architect or engineer (If architectural plans are not required for
the completion of the project, contractor project proposals or working drawings must
be provided.) (See Architectural Plans). Include budget estimate provided by the
architect, engineer, or contractor that the Proposal Expense Details are based on.
6. Project Support Documentation
• Up to 6 current letters of support from local officials (City and County
Government), community groups, and community members (See Support
Letters).
7. Bureau of Historic Preservation (BHP) Determination Letter stating that the proposed
project will have NO adverse effects to the building’s historical significance (for
buildings 50 years or older) (See Historical Review Requirements).
8. Nonprofit IRS Letter. Not-for-profit tax-exempt applicants must also provide one (1)
copy of your IRS 501(c) (3) or 501(c) (4) determination letter.
9. Substitute W-9. A copy can be obtained at https://flvendor.myfloridacfo.com.
10. Mission and Programming Materials such as season program, box office statement,
educational programs that document percentage of arts and cultural programming of
facility (If project is for a NEW space without previous programing, provide
programming examples).
11. Support Materials: Support materials will be considered by panelists in the review and
scoring so including them is highly recommended (See Support Materials).
12. Appraisal and Purchase Documents (for Acquisition projects only): In this attachment
the Applicant Organization must include an appraisal(s), purchase agreement,
title/owner search, and certified land survey. All closing costs are the responsibility of
the Grantee. In addition to the supporting documents required for all applications, this
application must include the following:
• A copy of an executed option or purchase;
• agreement A copy of the complete appraisal prepared by a Florida State Certified
General Real Estate Appraiser;
• A copy of a title search; and
• A copy of the certified land survey.
Unrestricted Use of Land and/or Buildings
You must provide documentation that the Applicant has Unrestricted Use (either ownership or
lease) of the building and the land associated with the proposal/project.
• Ownership: Legal proof of unrestricted ownership of property and building by the
applicant. Unrestricted means unqualified ownership and power of
disposition. Documentation may include a deed, title, or a copy of a recent property tax
statement. Provisional sales contracts, binders, or letters of intent are not acceptable
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documentation of ownership.
OR
• Lease for a specific period of time: The lease must be executed/effective at the time of
the application deadline and remain in effect for a length of time of not less than ten
(10) years following the Grant Award. Only facilities with leases in which the lessor is a
public entity governed by either a municipality or county, or a not-for-profit entity are
eligible for a Cultural Facilities grant.
• Documentation must include an executed copy of a lease (see definition of Lease) and
a written explanation of any easements, covenants, or other conditions affecting the
use of the site or facility, or both.
• Ownership of Improvements: Applicants must retain ownership of all improvements
made under the grant unless land or buildings or both are owned by the State of Florida
and leased to an eligible applicant.
Total Support and Revenue (Statement of Comprehensive Income, Revenue and
Expense)
You must provide documentation of your Total Support and Revenue for your last completed
fiscal year.
• Not-for-profit, tax-exempt organizations provide an audit to substantiate Total Support
and Revenue. If you do not have an audit, provide a financial statement signed and
certified by the authorizing official, as documentation of Total Support and
Revenue (Upload the last completed fiscal year).
• Municipal or county governments (public entities) —Either an audit or an internally
prepared financial statement must be submitted as documentation of Total Support and
Revenue (Upload the most recent available).
• If a City or County government owns the building or land or both and is applying on
behalf of a not-for-profit organization, then the financial statements (or audit) of both
entities are required.
Architectural Plans
All new construction and renovation applicants must upload current architectural plans for the
facility certified by a licensed architect or engineer (not required for building acquisition). If
architectural plans are not required for the completion of the project, contractor project
proposals or working drawings must be provided. Applicants are required to include budget
estimates provided by the architect, engineer, or contractor that the Proposal Expense Details
are based on.
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Support Letters
All applicants must submit current letters of project support from local officials (City and
County Government), community groups, and community members who are lending support to
this project. Letters should be from individuals who have actually visited the facility (if a
renovation project) or participated in programs (if a new facility). Applicants should avoid
form letters; original letters that are signed and current are preferred. A maximum of six
support letters are allowed.
If matching funds are from a single source (i.e. Municipality/County Resolution, single donor,
etc.), applicants are strongly encouraged to include letters or surveys showing community
support for the project.
Historical Review Requirements
Facilities that are 50 years old or older may have historical significance that must be preserved.
If your facility meets the criteria, the Bureau of Historic Preservation (BHP) must approve your
project plans before submission of your application. Upload a copy of the BHP determination
letter stating that the proposed project will have NO adverse effects to the building’s historical
significance at time of the application.
Please note that the review time for projects is approximately thirty days once all required
information is received by the Bureau of Historic Preservation office. If you have questions,
please contact the Review and Compliance Section at 850.245.6333 or visit BHP web site at
http://dos.myflorida.com/historical/preservation/compliance-and-review/documents-forms/.
Support Materials
Support materials may include, but are not limited to:
• Photographs
• Supplemental or expanded budgets
• Flyers, brochures
• Newspaper articles
• Plans for sustainable design
Please submit only high quality materials that support your application and only as many as you
need. Required attachments do not count towards the ten (10) uploads limit.
It is your responsibility to verify and receive permission for the use of any copyrighted
materials. You are also responsible for considering accessibility of your materials.
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File Formats
Council members are not required to own specific software and the Division makes no
guarantee that reviewers will be able to view your digital materials. To increase the chances of
file compatibility, make sure files are in one of the following formats.
• .pdf, .txt (documents)
• .jpg, .gif, .pdf (images)
• .mp3 (audio excerpts)
• .mp4, .mov (video excerpts)
Uploading Instructions
• Attachments and support materials must be uploaded in the online system by the
application deadline.
• You may include up to 10 uploads for your support materials in addition to your
Required Attachments. You can include more than one item in an upload. You are not
required to upload multiple copies. You must describe your materials as you upload
them.
Grant Forms
The following forms must be used in the administration of all grants in these guidelines and are
hereby incorporated by reference and available from the Division through dosgrants.com:
# Title Form # Effective Date
1. Cultural Facilities Grant Application CA2E147 XX/XXXX
2. Grant Award Agreement CA2E038 XX/XXXX
3. Cultural Facilities Program Report CA2E048 XX/XXXX
Terms and Definitions
These definitions are general and apply to most programs the Division offers. For program
specific definitions, check the guidelines for that program.
Definitions for budget line-items are marked with a dollar sign. ($)
Accessibility
Opening existing programs, services, facilities and activities to individuals with disabilities, older
adults, economically-disadvantaged populations, minorities and patients and caregivers in
healthcare settings. Staffing, mission, policy, budget, education, meetings and programs should
all ensure that audiences/participants have an equal range of opportunities.
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Applicant
A nonprofit, tax-exempt, Florida corporation or a local or state governmental entity, school
district, community college, college, university or artist engaged in or concerned with arts and
cultural activities that is requesting grant funds from the Division.
Applicant Cash ($)
Funds from "Applicant's" present and/or anticipated resources. For the Operating Budget
purposes, this line-item represents withdrawal from savings. This line item is often used to
"balance the budget" when expenses exceed other revenues. It shows the applicant's ability to
"pay the bills" for all expense items. If there are excess revenues, reduce this line to zero or
only the amount needed to balance the budget. Negative numbers cannot be used to balance
the budget.
Art Museum
A department or agency of the state or local government or a public or private not-for-profit
organization operating in Florida on a permanent basis for the primary purpose of collecting,
exhibiting and caring for visual artwork, as well as sponsoring and producing visual art
programs.
Artist
An individual who creates or performs, on an ongoing basis, works of art within an artistic
discipline (dance, folk arts, interdisciplinary, literature, media arts, music, theatre or visual arts)
and is pursuing it as a means of livelihood or for the highest level of professional recognition.
Does not include beginning/amateur artists such as beginning students who are not yet
seriously committed to the discipline or life-long-learners who are taking art classes. The total
number of artists should reflect the number of professional artists that are directly involved in
providing artistic services specifically identified with the grant.
Arts
Any and all artistic disciplines which include but are not limited to music, dance, drama, theatre
programs, creative writing, literature, architecture, folk arts, visual arts and media and the
execution and exhibition of other such allied major art forms.
Authorized Official
Name of person with authority to legally obligate "Applicant."
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Bilateral
Undertaken by two sides equally, binding on both parties.
Cash Reserves ($)
Funds that are available to spend on general operations or programs. For most organizations,
this will be your savings account or investments. The "reserve" will usually increase when there
are excess revenues for the year and decrease if there was a deficit. This is more a year-end
accounting function than actual day-to-day activity.
Catalog of State Financial Assistance (CSFA)
A list of state-funded projects in Florida. As the basic reference source for state projects, the
primary purpose of the Catalog is to assist users with obtaining general information about
Florida priorities.
Community
The geographic area and/or constituents served by the applicant (for general program support
requests) or by the proposal (for project requests).
Community Organizations
Civic, social service and business groups that may be involved in the project for which funding is
being requested. These may include science organizations, historical organizations and
organizations which serve diverse populations.
Congressional District of Applicant
District of the United States House of Representatives in which "Applicant's" business address is
located.
Contact Person
The person to contact for additional information about the application. The person with
immediate responsibility for the project. This does not necessarily need to be the Authorizing
Official.
Costs: Allowable ($)
Costs shall be allowed for the purposes of a grant provided that:
• they occur or are obligated within the grant period specified on the grant application;
and
• they are solely for the purposes of the grant and can be easily identified as such.
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Please see the General Program Support Guidelines, Specific Cultural Project Guidelines, Fast
Track Guidelines and Cultural Facilities Guidelines for more information.
Council
The Florida Council on Arts and Culture; a 15-member advisory council appointed to advise the
Secretary of State regarding cultural grant funding and on all matters pertaining to culture in
Florida.
Cultural
The disciplines of dance, music, theatre, traditional arts, visual arts, literature, media arts,
multidisciplinary and programs of museums.
Cultural Diversity
The characteristic of being deeply rooted in and reflective of ethnically diverse, inner-city or
rural populations and which represents the works of a particular culture, including an ethnic
minority.
Cultural Events
Different artistic, cultural, or educational activities which were:
1. Produced or sponsored by the grantee;
2. Open and accessible to the public; and
3. Took place in the grant period.
Cultural events can include performances, exhibits, rehearsals, workshops, classes, seminars,
demonstrations, conferences, publications or media broadcasts. Cultural events must be unique
(i.e., a single show performed ten times only constitutes one cultural event). Gala or fundraising
events do not qualify.
Deliverable
The quantifiable goods or services that must be provided in order to receive payment. Each
deliverable must be connected with one or more activities identified and described in the Scope
of Work. Deliverables, along with the Scope of Work, are included in the grant agreement.
Deliverables must be agreed upon by both the Division and the grant recipient. The deliverables
will be developed by the grant applicant in the grant application for inclusion in the grant
agreement but may be renegotiated by the Division.
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Demographics
Statistical information relating to the characteristics of human populations, with reference to
size, growth, density, distribution and for the purposes of the proposal, information on the
economic base. Include information (types and percentages) on the geographic service area of
the applicant with respect to age groups, ethnic and other diverse populations, types of
employment and the capacity for expansion or decline for both economic and population
bases.
Department
The Florida Department of State.
Director
The Director of the Division of Cultural Affairs.
Disability
A physical or mental impairment that substantially limits one or more major life activities.
Division
The Division of Cultural Affairs of the Department of State.
DOS Grants
The grant portal in which all grant activities (application, contracts, payment requests, expense
tracking and reports) are undertaken. The portal is online at dosgrants.com.
End Date
The last date of fiscal activity in the project for which assistance is requested.
Equipment ($)
All items which cost in excess of $5,000 (per unit) and have a life expectancy of over one year.
Exchange
To take or give something in return of something else. To provide or transfer goods or services
in return for something of equal value. To give and receive in a reciprocal manner.
Feasibility Study
A document that is prepared by an independent organization that possesses experience and
expertise in such areas as socioeconomic, cultural, marketing and financial analysis.
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Financial Consequences
The financial consequences that will be applied if the grant recipient fails to perform all tasks
outlined in the Scope of Work and/or fails to meet the deliverables outlined in the grant
agreement. Financial consequences are tied to deliverables and each payment. Per section
287.058, Florida Statutes, the Division is required to specify a reduction in grant funding that
will be applied if the recipient fails to perform all activities outlined in the Scope of Work and/or
fails to meet the deliverables outlined in the grant agreement.
Florida Accountability Contract Tracking System (FACTS)
The State of Florida’s centralized online contract reporting system. All information pertaining to
the grant agreement will be available on the FACTS system and viewable by the public. This
includes the grant agreement, payment information, deliverables, performance metrics, grant
award and audit information. FACTS is online at facts.fldfs.com.
Florida Single Audit Act
Requires an audit of a non-state entity’s financial statements and state financial assistance, if
$750,000 or more in state financial assistance is expended during the non-state entity’s fiscal
year. Such audits shall be conducted in accordance with the auditing standards as stated in the
rules of the Auditor General at https://flauditor.gov/.
General Program Support
Funding to assist underwriting general programming expenses (not for specific projects) of
eligible organizations through a specified period. This type of funding is broad in scope. Panel
review encompasses evaluation of all activities conducted by the applicant organization.
Government Support: Federal ($)
Cash support derived from grants or appropriations given for this project (other than this grant
request) by agencies of the federal government, or a proportionate share of such grants or
appropriations allocated to this project.
Government Support: Local/County ($)
Cash support derived from grants or appropriations given for this project by agencies of the
local or county government , or a proportionate share of such grants or appropriations
allocated to this project.
Government Support: State Regional ($)
Cash support derived from grants or appropriations given for this project (other than this grant
request) by agencies of the state government and/or multi-state consortiums of state agencies,
or a proportionate share of such grants or appropriations allocated to this project.
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Grant Award
The dollar amount of a grant award approved by the Secretary of State for a project, program
or general program support as outlined in the application.
Grant Award Agreement
The document by which the Grantee enters into a contract with the State of Florida for the
management of grant funds.
Grant Award Letter
The letter signed by the Secretary of State or an authorized representative of the Department
of State and countersigned by the grantee. The grant award letter contains the grant award
amount, applicable rules, regulations and any special conditions of the grant award. When the
countersigned award letter is returned to the Division, a grant award agreement is established
between the State and the grantee.
Grant Period
The time for the use of the grant award as set forth in the grant award agreement.
Grantee
The organization receiving a grant award from the Department of State.
Immediate Family
For the purposes of Division programs, immediate family includes:
• spouses;
• children (and grandchildren);
• parents (and grandparents);
• in-laws;
• aunts;
• uncles;
• cousins; and
• adopted or step family members that fit one of the roles listed above.
In-Kind Contribution ($)
The documented fair market value of non-cash contributions provided by the grantee or third
parties which consist of real property or the value of goods and services directly benefiting and
specifically identifiable to the project.
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Individuals Participating
The total number of individuals who are directly involved in the funded activity as artists, non-
artist project participants or audience members between the grant or project start and end
dates.
Figures should encompass only those individuals directly affected by or involved in the funded
activity and should include Artists Participating and Youth Benefiting. For General Operating
Support, count artists, staff, audiences and project participants directly involved with
organization’s events and services within the given funding period; do not substitute the entire
population of the geographic area served. For projects related to publication, report the
number of persons using the materials or the number of copies actually distributed; do not
substitute the total number of copies produced. Do not count individuals reached through TV,
radio, cable broadcast, the Internet or other media. Do not double repeat attendees.
Market Feasibility Study
A professionally conducted study that includes socioeconomic, cultural, marketing and/or
financial analysis for the proposed project.
Marketing ($)
Include all costs for marketing/publicity/promotion specifically identified with the project or
programming. Do not include payments to individuals or firms which belong under "Personnel,"
or "Outside Fees and Services: Other." Include costs of newspaper, radio and television
advertising, printing and mailing of brochures, fliers and posters and space rental when directly
connected to promotion publicity, or advertising.
Matching Funds
The portion of the project costs not borne by the Department of State that are designated
solely for the project.
Please see the General Program Support Guidelines, Specific Cultural Project Guidelines, Fast
Track Guidelines and Cultural Facilities Guidelines for more information at
https://dos.myflorida.com/cultural/grants/grant-programs/.
Minority
A permanent resident of Florida who is one of the following:
• an African-American (a person having origins in any of the racial groups of the African
Diaspora);
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• a Hispanic-American (a person of Spanish or Portuguese culture with origins in Spain,
Portugal, Mexico, South America, Central America or the Caribbean, regardless of race);
• an Asian-American (a person having origins in any of the original peoples of the Far East,
Southeast Asia, the Indian Subcontinent or the Pacific Islands, including the Hawaiian
Islands prior to 1778);
• a Native-American (a person who has origins in any of the Indian Tribes of North
America prior to 1835);
• or an American Woman [288.703(3), Florida Statutes].
Multiphase Project
A project that consists of several stages or segments. Projects for which funding will be
requested for two or more stages or segments over a period not to exceed five consecutive
years may be considered multiphase projects.
Museums
A department or agency of the state or local government or a public or private not-for-profit
organization operating in Florida on a permanent basis for the primary purpose of sponsoring,
producing and exhibiting programs/collections, including works of art, historical artifacts or
other tangible objects to the public on a regular basis.
This definition includes, but is not limited to:
• Art Museums;
• Historical Museums;
• Multidisciplinary Museums
• Science Museums (Botanical Gardens, Zoos, Arboretums, Nature Centers and
Aquariums; and
• Youth and Children’s Museums.
Noncompliance
The grant recipient is not following Florida statutes or rules, the terms of the grant agreement,
Florida Department of State policies and guidance, local policies or other applicable laws.
On-site Evaluation Program
Program that coordinates administrative and artistic reviews to monitor grantee performance.
Operational or Indirect/Overhead Costs
Costs related to the day-to-day running of a business. No state funds may be used towards
operational or indirect costs. For the purposes of Division programs, we do allow salaries to be
paid through grant funds. Indirect/Overhead costs includes but is not limited to:
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• Phone;
• Utilities;
• Office supplies;
• Equipment costing over $1,000;
• Property improvements;
• Fixtures;
• Building maintenance;
• Travel; and
• Space rental.
Outside Fees and Services: Other ($)
Payments to firms or persons for non-artistic services or individuals who are not normally
considered employees of “Applicant,” but consultants or the employees of other organizations,
whose services are specifically identified with the project or programming.
Outside Fees and Services: Programmatic ($)
Payments to firms or persons for the programmatic services of individuals who are not normally
considered employees of “Applicant,” but consultants or the employees of other organizations,
whose services are specifically identified with the project or programming. Include artistic
directors, directors, conductors, conservators, curators, dance masters, composers,
choreographers, designers, video artists, filmmakers, painters, poets, authors, sculptors,
graphic artists, actors, dancers, singers, musicians, teachers, instructors, etc. serving in non-
employee/non-staff capacities.
Personnel: Administrative ($)
Payments for salaries, wages, fees and benefits specifically identified with the project or
programming, for executive and supervisory administrative staff, program directors,
educational administrators, managing directors, business managers, press and agents, fund
raisers, clerical staff such as secretaries, typists, bookkeepers; and supportive personnel such as
maintenance and security staff, ushers and other front-of-the-house and box office personnel.
Personnel: Programmatic / Artistic ($)
Payments for salaries, wages, fees and benefits specifically identified with the project or
programming for programmatic personnel including artistic directors, directors, conductors,
conservators, curators, dance masters, composers, choreographers, designers, video artists,
filmmakers, painters, poets, authors, sculptors, graphic artists, actors, dancers, singers,
musicians, teachers, instructors, puppeteers, etc.
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Personnel: Technical/Production ($)
Payments for employee salaries, wages and benefits specifically identified with the project, for
technical management and staff, such as technical directors; wardrobe, lighting and sound
crew; stage managers, stagehands; video and film technicians, exhibit preparators and
installers, etc.
Presenter
An organization that is in the business of presenting professional performing artists or arts
groups to the public.
Private Support: Corporate ($)
Cash support derived from contributions given for this project (other than this grant request) by
business, corporations and corporate foundations or a proportionate share of such
contributions allocated to this project.
Private Support: Foundation ($)
Cash support derived from grants given for this project or programming by private foundations,
or a proportionate share of such grants allocated to this project or programming.
Private Support: Other ($)
Cash support derived from cash donations given for this project or a proportionate share of
general donations allocated to this project. Do not include corporate, foundation or
government contributions and grants. Include gross proceeds from fund-raising events.
Project Costs
All allowable expenditures incurred by the grantee and the value of in-kind contributions made
by the grantee or third parties in accomplishing the grant.
Project Title
A short descriptive title of the project for which “Applicant” is requesting assistance. If no
formal title exists or if the title is not descriptive, a short phrase describing the activities of the
project should be substituted.
Recurring Cultural Program
Recurring cultural programs that exist within multipurpose public or private nonprofit
institutions such as municipalities, universities, foundations, cultural centers and organizations,
museums and other arts and cultural organizations. To be eligible:
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• a cultural program located within a multipurpose institution must function as a discrete
unit within its parent institution and present or produce a full season of programming
on a yearly basis;
• have a full segregated and itemized budget within that of its parent institution;
• have an advisory board that governs the activities of the program; and
• be able to separately fulfill the Basic Eligibility and discipline-specific requirements.
Entire departments or schools within a university, college or other multipurpose institution do
not qualify as recurring programs.
Regional
An area within the state, at least 150-mile land radius of venue.
Regranting
State grants monies to underwrite grants programs or individual grants within one’s own
organization or another organization. Regranting of Division funds is prohibited.
Remaining Operating Expenses ($)
All expenses not entered in other categories and specifically identified with the project. Include
non-structured renovations, improvements, scripts and scores, lumber and nails, electricity,
telephone and telegraph, storage, postage, photographic supplies, publication purchases, sets
and props, equipment rental, insurance fees, trucking, shipping and hauling expenses not
entered under "Travel."
Remaining Proposal Expenses ($)
All expenses not entered in other categories that are specifically identified with the project or
programming.
Restrictive Covenant
Means a document signed by the Grantee, the property owner and the land owner; and filed
with the Clerk of the Circuit Court in the county where the property is located, ensuring that the
facility will be used as a Cultural Facility for ten (10) years following the date the Grant Award
Agreement is fully executed.
Revenue: Admissions ($)
Revenue derived from the sale of admissions, tickets, subscriptions, memberships, etc. In the
Proposal Budget, the admissions must be for events attributable or prorated to the proposal.
37
Cultural Facilities Grant Guidelines, eff. XX/2021
Chapter 1T-1.039, Florida Administrative Code
Revenue: Contracted Services ($)
Revenue derived from fees earned through sale of services (other than this grant request).
Include sale of workshops, etc., to other community organizations, government contracts for
specific services, performance or residency fees, tuition, etc. Include foreign government
support.
Revenue: Other ($)
Revenue derived from sources other than those listed above. Include catalog sales, advertising
space in programs, gift shop income, concessions, parking, investment income, etc.
School-based Cultural Events
Cultural events that directly involve the participation of a public or private PreK-12 school, i.e.
school field trips to arts organizations, performances or workshops which took place on school
grounds or other collaborations between arts organizations and schools. In school-based
cultural events, the school is involved in organizing the children’s participation in the cultural
event.
Secretary
The Florida Secretary of State.
Scope of Work
A description of the specific work to be performed under the grant agreement in order to
complete the project. The Scope of Work should contain any milestones, reports, deliverables
and end products that are expected to be provided by the performing party. The Scope of Work
should also contain a timeline for all deliverables.
Self-Study
A checklist used to evaluate an organization’s compliance with laws regarding accessibility.
Please see our Accessibility page for more information at
https://dos.myflorida.com/cultural/info-and-opportunities/resources-by-topic/accessibility/.
Seniors
Individuals over the age of 65 that directly attended or participated in the project or program.
Service Area
The regular client or program participants, not including broadcasts.
38
Cultural Facilities Grant Guidelines, eff. XX/2021
Chapter 1T-1.039, Florida Administrative Code
Space Rental or Rent ($)
Payments for rental of office, rehearsal, theatre, hall, gallery and other such spaces. Do not
include rental of housing for guest artists or other persons traveling under the grant proposal
(see definition for travel).
Space Rental, Rent or Mortgage ($)
Payments for rental of office, rehearsal, theatre, hall, gallery and other such spaces. Do not
include principal of mortgage, include interest only. Do not include rental of housing for guest
artists or other persons (see definition for travel).
Specific Project
Funding to assist a particular project, program or series within the applicant organization’s total
operations. This type of funding is narrow in scope. A proposal budget for a specific project
would not reflect the entire general operating budget.
Start Date
The first date of fiscal activity in the project for which assistance is requested.
State-supported Institution
Organization whose general operations budget is supported by funds from state appropriations
which exceeds $10,000, exclusive of competitive, nonrecurring grants.
Total Fund Revenue
Means all revenue received by an organization during a fiscal year and recognized in the
organization’s independent certified audit or attested financial statement.
Total Operating Income ($)
Gross operating income for the organization’s last completed fiscal year. Governmental
agencies may include all funds directly appropriated and administered by the applicant agency,
as well as support services provided by the agency that are directly attributed to the program. A
detailed listing of these support services must be attached to the grant application operating
budget and must be approved by and signed by agency budget officials. Do not include capital
contributions or expenses in the operating budget.
Travel ($)
Include fares, hotel and other lodging expenses, food, taxis, gratuities, per diem payments, toll
charges, mileage, allowances on personal vehicles, car rental costs, etc. Grant funds cannot be
39
Cultural Facilities Grant Guidelines, eff. XX/2021
Chapter 1T-1.039, Florida Administrative Code
used for travel. Transportation expenses not connected with travel of personnel such as
trucking, shipping, or hauling are allowed. See "Remaining Operating or Proposal Expenses."
Underserved Designation
For the purposes of the Underserved Cultural Community Development program, underserved
means rural, minority, or lacking in resources.
1. Rural Cultural Organization
Designated by the Florida Department of Economic Opportunity, REDI (Rural Economic
Development Initiative) is an economically distressed county or community. For a list of
qualifying counties and communities go to http://www.floridajobs.org/community-
planning-and-development/rural-community-programs/rural-definition.
2. Minority Cultural Organization
To qualify, an organization must be:
• Community-based;
• Deeply rooted in and reflective of a specific religious, racial, national, or cultural
group of non-western or Judeo-Christian tradition; and/or
• Composed of at least 51% persons who represent such groups as African
American, Hispanic, Native American, Asian/Pacific Islander, individuals with
disabilities and other minorities. This includes staff, board, artists and
volunteers. Gender is not considered a minority for the purposes of this
designation.
3. Lacking in Resources
Has trouble achieving its mission due to lack of cultural information or access to
available programs. These organizations are typically located within counties where
there is no designated Local Arts Agency or other means of acquiring ongoing
information and assistance.
Youth Participating
Individuals under the age of 18 that directly attended/participated in the project or program.
Help
For general information about the Division of Cultural Affairs and to access grant information,
panel details and resources, visit our web site at: http://dos.myflorida.com/cultural.
For information about the Cultural Facilities program, contact the program manager
responsible for your proposal type and discipline at https://dos.myflorida.com/cultural/about-
us/staff-listing/.
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FACILITY USE AGREEMENT
THIS LEASE, made and entered into this I~ day of fY\CLA-~ ,2001, by and
between CITY OF CLEARWATER, a municipal authority, whose mailing address is: Attn:
Post Office Box 4748, Clearwater, FL 33758-4748, hereinafter referred to
and PACT, INC., a Florida not-for-profit corporation, whose mailing address is:
1111 McMullen-Booth Road, Clearwater, FL 33759, hereinafter referred to as
as "City",
Attn:
PACT" ,
WIT N E SSE T H:
WHEREAS, PACT was incorporated in 1978 for the sole purpose of acquiring,
constructing, operating and maintaining a performing arts center [the "Facility"] in the City; and
WHEREAS, incident to PACT constructing the Facility, and operating and maintaining
the same, the City and PACT entered into an initial Facility Availability Agreement dated
December _, 1978, which was canceled and replaced by that Facility Use Agreement dated
June 1,1981; and
WHEREAS, PACT is in the process of conducting a fund raising campaign and raising
financing to renovate, modernize and expand the Facility, incident to which activities the
property heretofore owned by PACT is being transferred to the City of Clearwater, such that the
parties wish to enter into and execute a new Facility Use Agreement; and
WHEREAS, PACT has, and will continue to operate and maintain the Facility and the
area generally for the citizens of Clearwater and for various community groups within the City of
Clearwater, in consideration of which the City will enter into a Guaranty Agreement, in a form
reasonably acceptable to City, with PACT and a lender or lenders pursuant to the proposed
financing, refinancing, renovation, modernization and expansion ofthe Facility, subject to the
City's reasonable approval of the plans and proposals for any renovation, modernization and
expansion, such guaranty to be unconditional but limited to an amount not to exceed $1,000,000
principal and interest, inclusive.
WHEREAS, in consideration of the services and benefits provided the community at
large and in that the City as part of its public recreation program desires to secure for the public
the availability of the Facility for use and performance by various community groups in the
Facility service area, and to facilitate its use, provide a subsidy from public funds in
consideration of this Facility Use Agreement; and
WHEREAS, PACT and the City wish to set forth their respective rights and obligations
regarding the operation and use ofthe Facility, and to terminate that certain Facility Use
Agreement dated June 1, 1981, previously entered into between them.
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NOW, THEREFORE, in consideration of the mutual promises herein contained, the City
and PACT agree as follows:
1. Recitals. The recitals set forth above are true and correct and are incorporated
herein by reference.
2. Use of Facility. Subject to the other terms and provisions of this Agreement,
PACT agrees to make the Facility available for use under this Agreement by The City of
Clearwater for the Clearwater Community Chorus and for Clearwater City Players, or other City
funded organizations as designated by the City. Consistent therewith the City shall be provided
up to twelve (12) uses per year of Ruth Eckerd Hall for rehearsals and/or performances with no
rental fee charged and up to twenty (20) uses per year of Studio One for rehearsals and/or
performances with no rental fee charged. PACT, Inc. shall supply marketing support for City
sponsored events at Ruth Eckerd as normally provided to renters of the facility. On an armual
basis, the City and PACT, Inc. will meet to determine reasonable additional opportunities for
expanded City use which when mutually agreed upon would be offered with no rental fee to the
City. Providing such facilities to the City shall be subject to scheduling of availability, and out-
of-pocket costs or charges incurred by PACT shall be billed to the City.
3. Governmental Assistance. PACT shall have the primary responsibility for
obtaining funds for its budget from private sources and from local, state and federal
governmental sources. City agrees to being one of those sources of the funding of PACT's
budget, and agrees to assist PACT in obtaining funds from other sources. In seeking the support
from City, PACT agrees to submit any request for City funds pursuant to procedures then in
effect within the City. There shall be no commitment as to City funds until the annual budget of
the City has been approved, and funds for PACT duly authorized. Subject to the foregoing right
to review and approve, in recognition of the value, both economic and cultural, that PACT brings
to the City, and consistent with its armual support heretofore provided, it is the City's goal and
intent to continue annual payments and assistance, beginning with $412,000 for fiscal year 2000-
2001 and to continue such payments, adjusted for inflation, on an annual basis during this
Facility Use Agreement or any extensions hereof. The City is under no obligation to fund any
entity other than PACT under the terms of this Facility Use Agreement.
4. Annual Commitment by City. The City intends to provide funding to PACT
consistent with ~3 above, on an annual basis, subject to the terms and conditions of this section
and other applicable provisions ofthis Agreement. City anticipates that funding should increase
on an annual basis, reflecting increased costs, inflation and other factors. However, if the City
determines that sufficient funds will not be available for such purposes in any year or years, then
prior to July 15t of each year the City may, by written notice to PACT, determine not to require
the Facility to be made available during the next ensuing fiscal year to community groups
hereunder, in which event no payment shall be due by the City to PACT during such fiscal year.
Should such notice be given, PACT shall have the option to submit supplemental information or
proposals to the City for consideration at the City's budget hearings. Anything herein to the
contrary notwithstanding, should the City give such notice with respect to a particular fiscal year,
the same shall not terminate this Agreement, and, except as to the particular fiscal year with
2
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respect to which notice is given, PACT and the City shall continue to obligated to make the
Facility available under this Agreement and to make payments as provided herein, subject to the
ongoing right of the City to provide further notice or notices for any future fiscal year or years.
In addition, the City will enter into a Guaranty Agreement, in a form reasonably
acceptable to the City, with PACT and a lender or lenders pursuant to any financing, refinancing,
renovation, modernization, or expansion, subject to the City's reasonable approval of any such
transaction, such guaranty to be unconditional but limited to a total of$1,000,000, principal and
interest.
5. Operation and Management of the Facility. Simultaneously herewith, PACT has
entered into a Lease agreement with the City, governing the operation and management of the
Facility, wherein PACT has the sole and absolute control over the Facility, and operation thereof,
subject only to the terms and provisions of this Facility Use Agreement, and consistent with such
Lease, PACT shall keep and maintain the Facility in good repair, provide adequate insurance,
and otherwise fully comply with all of the terms and provisions of the said Lease. Incident to use
of the Facility under this Facility Use Agreement: any group or individual using the Facility, or
any part thereof, agrees to hold the City and PACT harmless for any claims resulting from their
use of the Facility, and shall provide such insurance as the City or PACT might reasonably
reqUIre.
6. Term of Agreement. The term of this Agreement shall commence upon the
effective date of that said Lease Agreement entered into by and between the City and PACT for
the properties described on Exhibit "A" attached hereto, having an initial term of thirty (30)
years, with an option to extend for an additional thirty (30) years, provided, nevertheless, that the
City may terminate this Agreement at any time upon thirty (30) days written notice to PACT if
the City determines that the said Lease Agreement is in default, and the City has likewise given
notice of default under said Lease Agreement to PACT, or the City gives notice of default under
this said Facility Use Agreement, and the said default is not cured within sixty (60) days of said
notice; or default by PACT under any financing arrangement, mortgages, or other liens or
encumbrances on the property which are not paid or being paid in accordance with the terms,
provisions or requirements thereof.
7. Notices. Any notice required or permitted to be given hereunder shall be
deemed sufficient if given by communication in writing, delivered by courier, or facsimile
transmission, with receipt confirmed, or sent by United States mail, postage prepaid and
certified, and addressed to the entities and addresses set forth above, or to such other address in
either case as such party may designate in writing.
8, Parties Bound: Amendment. The covenants and conditions herein contained shall
apply to and bind the successors and assigns of the parties hereto. This agreement may be
assigned by PACT to the lender or lenders involved in any loan or financing transaction wherein
the City has approved the same as hereinabove provided, and entered into a guaranty agreement
incident to said loan. This Agreement may not be otherwise assigned by PACT without the
written approval of the City.
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9. Time is of the Essence. Time is of the essence of this Agreement and of each and
every covenant, term, condition and provision hereof.
10. Paragraph Captions. The captions appearing beside the paragraph number
designations of this Agreement are for convenience only and are not a part hereof.
11. Counterparts. This Agreement may be executed in one or more counterparts, each
of which shall constitute an original, but all of which together shall constitute one agreement.
12. Termination of Prior A eements. That certain Facility Availability Agreement
dated ~~i~~, 1 , that certain Facility Use Agreement dated June 1, 1981,
previously entered into between the City and PACT are terminated, canceled, null and void and
of no further force and effect.
IN WITNESS WHEREOF, the parties hereto have caused these presents to be executed
the day and year first above written.
1T~~
to form:
Pamela K. Akin
i<Nmt City Attorney
Attest:
By:
OhWitnes - Signature
PACT, INe., a Florida non-profit
corporation ~. . :
A ~--:.'.'By: c..--' - -
Name( /
Title:
Witness - Print Name
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RUTH ECKERD HALL'
A PARCEL OF LAND LYING IN THE SOUTH 1/2 OF THE NORTH 1/2 OF SECTION 9.TOWNSHIP 29 SOUTH. RANGE 16 EAST. PINELLAS COUNTY. FLORIDA. AND BEING MOREPARTICULARLYDESCRIBEDASFOLLOWS:
BEGINNING AT THE SOUTHEAST CORNER OF THE NORTHWEST 1/4 OF SECTION 9.TOWNSHIP 29 SOUTH. RANGE 16 EAST. PINELLAS COUNTY. FLORIDA; THENCE SOUTH89021 'OS" EAST. ALONG THE NORTH LINE OF DEL ORO GROVES. AS RECORDED IN PLATBOOK12. PAGE 2 OF THE PUBLIC RECORDS OF PINELLAS COUNTY. FLORIDA, ADISTANCEOF477.16 FEET TO THE SOUTHWEST CORNER OF LOT 21, DEL ORO GROVES{FIRST ADD IT 1 ON. AS RECORDED I N PLAT BOOK 69. PAGE 56 AND 57 OF THE PUBLI C "RECORDS OF PI NELLAS COUNTY. FLOR I DA; THENCE ALONG THE WEST AND NORTH LINES -~."OF SAID DEL ORO GROVES FIRST ADDITION THE FOLLOWING TEN (10) COURSES ANDDISTANCES: I. NORTH 00016' IS" EAST, 519.23 FEET; 2. SOUTH 89019'45" EAST,118.80 FEET; 3. NORTH 00029'45" WEST. 79.68 FEET; 4. SOUTH 89009' IS" EAST.245.08 FEET; 5. NORTH 00005'45" EAST. 129.43 FEET; 6. SOUTH 89034' IS"EAST, 60.45 FEET; 7. NORTH 00010' 15" WEST. 301.98 FEET; 8. SOUTH 89017' 15"EAST. 498.69 FEET; 9. NORTH 81025'06" EAST. 479.63 FEET; 10. SOUTH89049' 15" EAST, 251.76 FEET TO A POINT ON THE WEST LINE OF LOT 25. DEL OROHEIGHTS. AS RECORDED IN PLAT BOOK 54. PAGE 12. OF THE PUBLIC RECORDS OFPINELLASCOUNTY. FLORIDA; THENCE ALONG THE WEST LINE OF SAID DEL OROHEIGHTSSUBDIVISION. NORTH 00004'50" EAST A DISTANCE OF 221.17 FEET TO THENORTHLINEOFTHESOUTH1/2 OF THE NORTH 1/2 OF SAID SECTION 9; THENCENORTH89017'04" WEST ALONG SAID LINE, A DISTANCE OF 1514.66 FEET; THENCELEAVINGSAIDLINE. SOUTH' 00007'43" WEST A DISTANCE OF 64.54 FEET: THENCENORTH89021 '08" WEST A DISTANCE OF 320.00 FEET; THENCE SOUTH 00007'43" WEST'A DISTANCE OF 50.00 FEET; THENCE NORTH 89021 '08" WEST A DISTANCE OF 290.00FEET; THENCE SOUTH 00007'34" WEST A DISTANCE OF 117 FEET MORE OR LESS TOTHECENTEROFALLIGATORCREEK. SAID POINT TO BE KNOWN AS POINT "A" FORCONVENIENCE; RETURN THENCE TO THE POINT OF BEGINNING: THENCE NORTH89021 'OS" WEST ALONG THE NORTH LINE OF DEL ORO ESTATES, AS RECORDED IN PLATBOOK46, PAGE 29 OF THE PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA. ADISTANCEOF695.52 FEET: THENCE NORTH 00007'00" EAST A DISTANCE OF 610.82FEET; THENCE NORTH 89018'29" WEST A DISTANCE OF 590.03 FEET TO THE EASTERLYRIGHT-OF-WAY LINE OF McMULLEN BOOTH ROAD. (S.R. 593), (A 100' R/W): THENCENORTH00007'00" EAST ALONG SAID R/W LINE. A DISTANCE OF 60.00 FEET TO THESOUTHWESTCORNEROFKAPOKMANORCONDOMINIUMVILLAGEONE, AS RECORDED INCONDOMINIUMPLATBOOK22. PAGES 48 THRU 51 INCLUSIVE, OF THE PUBLIC RECORDSOFPINELLASCOUNTY, FLORIDA: THENCE SOUTH 89018'29" EAST ALONG THE SOUTHLINEOFSAIDCONDOMINIUMANDTHESOUTHLINEOFONEKAPOKTERRACE. ACONDOMINIUMPHASEVI. AS RECORDED IN CONDOMINIUM PLAT BOOK 102. PAGES 8THRU10. I NCLUS I VE. OF THE PUBL I C RECORDS OF P f NELLAS COUNTY FLOR I DA. A'DISTANCE OF 1135.68 FEET; THENCE NORTH 00007'00" EAST A DISTANCE OF 60.00FEET: THENCE NORTH 66027'06" WEST ALONG THE NORTHERLY LINE OF THEUNRECORDEDONEKAPOKTERRACE. A CONDOMINIUM. PHASE VI I. A DISTANCE OF267.83 FEET: THENCE NORTH 00007'34" EAST A DISTANCE OF 140 FEET MORE ORLESSTOTHECENTERLINEOFALLIGATORCREEK; THENCE EASTERLY AND NORTHERLYALONGTHECENTERLINEOFALLIGATORCREEKASITWINDSANDTURNSTOTHEAFOREMENTIONEDPOINT "A".
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SAID PARCEL CONTAINING 41 ACRES MORE OR LESS.
FIRST AMENDMENT TO FACILITY USE AGREEMENT
This Amendment is made and entered into this j'-ti- day of ~ '
2005 (Effective Date") by and between the CITY OF CLEARWATER, FLORIDA, a
municipal corporation of the State of Florida, hereinafter "City" and PACT, INC., a Florida
not-for-profit corporation, hereinafter "PACT" (each individually referred to herein as
Party" or collectively as the "Parties").
WHEREAS, the Parties entered into that certain Facility Use Agreement
Agreement") dated March 7, 2001, and now agree to amend the Agreement as provided
for herein; and
NOW THEREFORE, the parties agree as follows:
1 . Recitals. The recitals set forth above are true and correct and are
incorporated herein by reference.
2. Section 2 is hereby amended as follows:
Use of Facilitv. Subject to the other terms and provIsions of this
Agreement, PACT agrees to make the Facility available for use under this Agreement by
the City of Clearwater for the Clo~l/'water Community Chorus ~md for Clearwater City
Players, or other City funded organizations as designated by the City. Consistent
therewith the City shall be provided up to twelve (12) uses per year of Ruth Eckerd Hall
for rehearsals and/or performances with no rental fee charged and up to twenty (20) uses
per year of Studio One for rehearsals and/or performances with no rental fee charged.
PACT shall supply marketing support for City sponsored events at Ruth Eckerd as
normally provided to renters of the facility. On an annual basis, the City and PACT will
meet to determine reasonable additional opportunities for expanded use which when
mutually agreed upon would be offered with no rental fee to the City. Providing such
facilities to the City shall be subject to scheduling of availability, and out-of-pocket costs or
charges incurred by PACT shall be billed to the City.
Clearwater Community Chorus. The parties aqree that as of the Effective
Date of this Amendment. PACT shall establish a resident proqram ("Proqram") for the
Clearwater Community Chorus ("Chorus") as a part of the Marcia P. Hoffman Performinq
Arts Institute (MPHI). Throuqh the Proqram. MPHI shall provide all administrative and
artistic manaqement support and rehearsal space within the Facilitv for the Chorus.
PACT hereby aqrees. as it is the intention of the parties to promote the Chorus as a
Clearwater community activity. that the chorus will perform a minimum of two concerts
annuallv at Ruth Eckerd Hall and when practical. make additional appearances at City
functions.
3. Section 3. Governmental Assistance. is hereby amended bv addinq the
followinq to the end of that Section:
In addition. the City. in consideration for PACT's obliaations hereunder. shall
provide annual fundina for the Chorus. The initial fundina of $20.000 shall be paid no
later than November 14. 2005. and by March 30 of each year thereafter. PACT shall
submit to the City a reauest for an annual City subsidy ("Subsidy") with supportina
budaetarv information. The Subsidy must be approved throuah the City's annual budaet
process prior to distribution of reauested funds (or any such amount approved by the City
Council). on or around October 30 of that year. The above process for reauest of fundina
shall continue until such time as this Aareement is terminated or the Proaram/Clearwater
Chorus support by PACT is terminated. If the City chooses not to fund Clearwater
Chorus as a part of the Proaram. PACT retains the riaht to alter. chanae or eliminate the
Proaram. Further. if PACT chooses to chanae. modify or terminate the Chorus the City
may terminate or reduce fundina for the Proaram to the extent it deems. in its sole
discretion. the Proaram to have been impacted or diminished. In addition. PACT shall
reimburse to the City any pro-rated portion of the Subsidy for any year in which the
Chorus is terminated. The City shall also provide to PACT the Chorus' current sheet
music librarv. which shall become property of PACT. However. if this Aareement is
terminated. PACT shall take all necessary steps and execute all necessary documents to
transfer ownership of the librarv back to the City. The City makes no warranties or
representations as to copyriahts. licenses or any other riahts related to the use of the
music librarv.
4. All other terms and conditions of the agreement and amendments shall
remain in full force and effect.
IN WITNESS WHEREOF, the parties have executed this Agreement the day
and year first above written.
COUNTERSIGNED:CITY OF CLEARWATER
By: -=I~ / ~
Frank V. Hibbard
Mayor
By~I!J.~~
William B. Horne, II
City Manager
APPROVED AS TO FORM:ATTEST:
By:By: );A~~;;11.P1'1i&..CY tal:;. G6~au.. _ :=
D- City CI~~\_ ~~-~-.'-' .,/:;;
L 'ra Lipowski
A sistant City Attorney
ATTEST:
By: ~a.~
N me:
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F ACT, h.<-i~~~
PACT, INC.
By: ~.A .~~ I
Name: ~ \b"....-t f'l... F I
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SECOND AMENDMENT TO LEASE AGREEMENT
The Amendment is made and entered into this bi day of
1a rc,r`t , 2018 ("Effective Date") by and between the CITY OF
CLEARWATER, FLORIDA, a municipal corporation of the State of Florida,
hereinafter "City" or "Lessor" and Ruth Eckerd Hall, Inc., a Florida not-for-profit
corporation, as successor in interest to PACT, Inc. hereinafter "REH" or "Lessee"
each individually referred to herein as "Party" or collectively as the "Parties").
WHEREAS, the Parties entered into that certain Lease Agreement
Lease") dated March 7, 2001 whereby the Lessor leased to Lessee property
being more fully described in Exhibit "A" attached hereto (hereinafter referred to
as the "Entire Parcel"); and
WHEREAS, the Lease was amended on November 25, 2003 to release a
portion of the Entire Parcel to the Lessor to construct a Habitat Restoration and
Mitigation Project, (hereinafter referred to as the "Mitigation Project") as permitted
by the Florida Department of Environmental Protection; and
WHEREAS, REH intends to improve the Ruth Eckerd Hall Facility to update
the facility and create the "Ruth Eckerd Hall Experience," attached hereto as
Exhibit B, and to further provide for the continuing operation thereof as a City
owned performing arts venue providing quality performing arts experiences and
educational opportunities; and
WHEREAS, the City finds that the renovation and redevelopment of the
Ruth Eckerd Hall Facility will preserve, enhance and improve the City owned
facility and enhance the performing arts experience for the community and
advance the City's economic development efforts, enhance tourism and arts
education and provide a clear sense of regional and national destination for the
City; and
WHEREAS, REH desires to construct, renovate, repair and continue to
operate the Ruth Eckerd Hall Facility, and is actively soliciting funds to provide for
the long-term operation and maintenance of the said premises and improvements
thereon as a performing arts venue; and
WHEREAS, the REH has requested that the City provide Funding for
certain capital improvements and enhancements for the Ruth Eckerd Hall
Experience; and
WHEREAS, the City has determined that it is in the public interest and
serves a public purpose to enter into this Second Amendment to the Lease
Agreement to provide funding in the amount of Three Million Dollars
3,000,000.00) for specific capital Improvements and enhancements necessary
for the renovation, repair and operation of the Ruth Eckerd Hall Facility under and
pursuant to the terms and provisions hereinafter set forth; and
GM18-1801-136/215855/1]
WHEREAS, in order to the construct the improvements and expansion to
Ruth Eckerd Drive which are part of the Ruth Eckerd Hall Experience, REH, the
City, and Clearwater Housing Authority have entered into an Easement Agreement
dated March 2018 which Agreement contains certain minimum insurance
requirements to be carried by REH; and
Whereas, the City and REH desire to amend the lease to provide for such
insurances; and
WHEREAS, the City and REH entered in to a Facility Use Agreement dated
March 7, 2001 for the purpose of providing a subsidy to REH to secure public
availability of the Facility for the use of and performances by various community
groups and by the City which provided for an annual payment to REH; and
WHEREAS, the Facilities Use Agreement also provided that the City would
enter into a guarantee agreement with REH and a lender for certain refinancing in
an amount limited to $1,000,000 (One Million Dollars); and
WHEREAS, concurrent with this amendment, the Parties agree to terminate
that Facilities Use Agreement since the City has not needed to use the Facility
pursuant to the Agreement; and
WHEREAS, City wishes to provide for an ongoing annual contribution of
420,000 for the purpose of maintenance and improvements to Premises to
include repairs, general maintenance, and asset and fixture replacement for the
Premises, for the purpose of assuring the continued high-quality maintenance of
the City owned Facility; and
WHEREAS, REH has and will continue to operate and maintain the Facility
and Premises for the benefit of the citizens of Clearwater, in consideration of which
the City and REH wish to amend the Lease to allow the City to enter into a
Guarantee Agreement if requested, with REH and a lender for the purposes of
financing, refinancing, renovation, modernization and expansion of the Premises
subject to the City's reasonable approval of the plans and proposals for any
renovation, modernization, and expansion; such guarantee to be unconditional but
limited to an amount not to exceed $1,000,000 (One Million Dollars) principal and
interest inclusive; and
NOW THEREFORE, it is agreed for the sum of One Hundred Dollars
100) and other valuable considerations the receipt of which is hereby
acknowledged, as follows:
1. Recitals. The recitals set forth above are true and correct and are
incorporated herein by reference.
2. Paragraph 11 of the Lease is hereby amended to read as follows:
GM18-1801-136/215855/1 ]
11. Insurance. During the term hereof, RUTH ECKERD
HALL shall maintain fire and extended coverage insurance
on the Premises in an amount reasonably acceptable to City
as further described below. REH shall maintain contents
insurance upon its personal property located in the Premises.
As required in the Easement Agreement between
Clearwater Housing Authority, REH, and the City dated
March 19, 2018, during the term hereof, REH shall maintain
general liability insurance in the minimum amount of
2,000,000 per occurrence, and $5,000,000 in the
aggregate, which amounts may be satisfied by an applicable
umbrella liability policy. Such insurance shall be effected
under valid and enforceable policies issued by financially
responsible insurers which are subject to the service of legal
process in the State of Florida and have a general
policyholders rating of A- or better and a financial
classification of VII or better, as classified and rated in the
edition of Best's Key Rating Guide of Property and Liability
Insurers most recently published by A. M. Best Company as
of the date of issue of such policy or with an equivalent
policyholders rating if the present rating and classification
system utilized by the A. M. Best Company shall be changed
or if such Key Rating Guide shall no longer be published.
Evidence of the initial policies or renewal policies, as the
case may be, required to be carried hereunder shall be
delivered to Clearwater Housing Authority upon execution of
this Agreement and thereafter not less than thirty (30) days
prior to the expiration date of the expiring policy. Such
insurance may be maintained under a blanket policy
covering other properties. Such policies may not, without
consent of Clearwater Housing Authority, include a
deductible" or self-insured retention limit in excess of
10,000. Such insurance shall name the City and Clearwater
Housing Authority and Clearwater Housing Authority's
mortgagee (if Clearwater Housing Authority notifies City of
the same) as additional insureds.
3. Paragraph 16 of the Lease, is amended to add paragraph (c) to
read as follows:
c). The City will enter into a guarantee agreement in a form
reasonably acceptable to the City, with REH and a lender or
lenders pursuant to any financing, refinancing, renovation,
modernization, or expansion subject to the city's reasonable
approval of any such transaction. Such guarantee will be
unconditional but limited to a total amount of One Million
Dollars ($1,000,000) principal and interest inclusive. Under no
circumstance shall the City be obligated to enter into a
GM18-1801-136/215855/ 1 ]
guarantee agreement until any previous guarantee agreements
have been fully released. In the event REH defaults on any
financing or refinancing and the city is required to pay under
the terms of any Guarantee Agreement, the city will have no
further obligation to guarantee any additional financing or
refinancing.
4. Paragraph 25 of the Lease, is added to read as follows:
25. City contribution to Ruth Eckerd Hall Experience Premises
Improvements.
REH has requested and the City wishes to contribute certain funding for the
Project known as Ruth Eckerd Hall Experience described in Exhibit "B"
attached hereto and incorporated herein by reference, specifically those
Project elements described in Exhibit "C" attached hereto and incorporated
herein by reference.
The disbursement of, and any continued funding for the Project herein, is
subject to the following conditions precedent:
a) Upon receipt of documentation establishing satisfaction of the
conditions precedent as required in by this paragraph, the City
agrees to reimburse to REH funds in the sum not to exceed Three
Million Dollars ($3,000,000.00), from legally available funds of the
City, for specific improvements and enhancements shown on
Exhibit C as follows:
i. Payments shall be made in payments of not
exceeding One Million Five Hundred Thousand Dollars and No
Cents ($1,500,000.00) during the City's 2018 fiscal year, One
Million Dollars and No Cents ($1,00,000.00) during the City's
2019 fiscal year and Five Hundred Thousand Dollars and No
Cents ($500,000.00) during the City's 2020 fiscal year.
ii. Upon receipt of a payment request from REH
to the City, the City shall make payment as provided herein.
With such documentation as required herein. At a
minimum, the payment request shall include
documentation detailing (i) the work completed that REH is
seeking reimbursement for; (ii) proof of payment for the
work; (iii) a certification: from the either the contractor,
design professional, or REH certifying the work has been
completed and paid for before submittal of the payment
request.
GM18-1801-136/215855/1 ]
b) City's contributions of funds herein shall in no event exceed any
amount agreed to herein and any and all excess Project costs are
the sole responsibility of REH.
c) The Capital Project Funds shall be paid in accordance with
section 218.70 et seq., Florida Statutes. The Local Government
Prompt Payment Act."
d) the REH shall:
i. Manage, supervise, oversee, pay all costs and
expenses related to, and be solely responsible for
completing the Project including, but not limited to
securing all permits and approvals required for the
Project, contracting and/or subcontracting with all third
parties necessary to complete the Project, and
operating the project/facility.
ii. Utilize all commercially reasonable efforts to complete
the Project within the Project Budget on an agreed
upon date, REH may elect to increase the Project
Budget or any component part thereof with notice to
the City and shall be solely responsible for the
additional costs and expenses, including any cost
overruns, on the Project.
e) Each of the following shall constitute an event of default (each,
an "Event of Default") hereunder:
i. A breach by REH of any material term, covenant,
obligation or agreement under this Amendment, and
the continuance of such breach for a period of thirty
30) days after written notice thereof shall have been
given to REH, which will entitle the City to immediately
exercise the available remedies;
ii. REH's voluntary filing of or consent to a petition under
any bankruptcy, insolvency, or reorganization law,
failure to secure the dismissal of an involuntary
bankruptcy petition within 60 days of filing, or a
determination by a court of competent jurisdiction that
is insolvent and unable to pay its debts when due;
iii. A payment request containing a material
misrepresentation;
iv. REH permanently ceases operations of the Capital
Proiect or Facility during the Term.
GM18-1801-136/215855/11
v. REH fails to pay taxes and/or assessments, if anv,
when due.
f) Upon or at any time after the occurrence of an Event of Default
which has not been cured if authorized herein:
i. The City may withhold, temporarily or permanently, anv
or all unpaid portion of the Project Funds and/or may
terminate this Agreement by giving thirty (30) calendar
days' notice to REH. At which point, the City shall then
have no further funding obligation under this
Agreement;
ii. Additionally, the City may exercise any right, power, or
remedy as provided in law or equity pursuant to Florida
law.
The Parties shall comply with all applicable federal, state, and local laws,
ordinances, rules and regulations, the federal and state constitutions, and the
orders and decrees of any lawful authorities having jurisdiction over the matter at
issue including but not limited to applicable public records laws.
5. Paragraph 26 of the Lease, is added to read as follows:
Annual Commitment by The City. City agrees to provide annual funding to
REH in the amount of Four Hundred Twenty Thousand Dollars ($420,000) for the
purpose of Premises maintenance and improvements to include repairs,
custodial labor, general maintenance, and asset and fixture replacements for the
Premises including the structures, parking, drive way, and landscaping etc. Such
contribution is subject to the terms and conditions of this section and applicable
provisions of the lease. If the City determines that sufficient funds will not be
available for such purposes in anv year or years, then prior to July 1 of each year
the City may by written notice to REH notify REH that no payment shall be made
during such fiscal year. REH shall have the option to submit supplemental
information or proposals to the City for consideration at the City's budget
hearings. Anything herein to the contrary notwithstanding, should the City give
such notice with respect to particular fiscal year, the same shall not terminate this
provision except as to the particular fiscal year with respect to which notice is
given. In May of each year commencing in 2019, REH provide an annual report
in writing to the City outlining the use of the City funds provided.
6. Paragraph 27 is added to read as follows:
This Lease is not a general obligation of the City. It is understood that neither
this Lease nor any representation by any City employee or officer creates any
obligation to appropriate or make monies available for the purpose of the Lease
GM 18-1801-136/215855/1 ]
beyond the fiscal year in which this Lease is executed. No liability shall be incurred
by the City, or any department, beyond the monies budgeted and available for this
purpose. If funds are not appropriated by the City for any or all of this Lease, the
City shall not be obligated to pay any sums provided pursuant to this Leasebeyond
the portion for which funds are appropriated. The City agrees to promptly notify
REH in writing at least fifteen (15) days prior to any public hearing related to the
anticipated failure to appropriate funding as contemplated herein and notify REH
in writing of such failure of appropriation.
a) The Parties agree that REH and its officers, agents, and
employees, in performance of this Agreement, will act in the
capacity of an independent contractor and not as an officer,
employee, or agent of the City. REH agrees to take such steps
as may be necessary to ensure that any third -party REH
contracts with will be deemed to be an independent contractor
and will not be considered or permitted to be an agent of the City.
b) REH has no authority to and shall not pledge the City's credit or
make the City a guarantor of payment or surety for any contract,
debt, obligation, judgment lien, or any form of indebtedness.
In no event shall either party be liable to the other (nor to any person claiming
any right, title, or interest derived from, or as a successor to the agreement) for
incidental, consequential, or special damages of any kind, including without
limitation, lost profits, or Toss of business arising out of this funding agreement
irrespective of whether the parties have advance notice of the possibility of such
damage; provided however, the foregoing limitation does not apply to the
indemnification obligations.
7. All other terms and conditions of the Lease and amendments shall remain in
full force and effect.
IN WITNESS WHEREOF, the parties have executed this Agreement the day
and year first above written.
COUNTERSIGNED: CITY OF CLEARWATER
GM18-1801-136/215855/1]
SECOND AMENDMENT TO LEASE AGREEMENT RUTH ECKERD HALL
COUNTERSIGNED:
By: —6t?Ay1CfAekos
George N. Cretekos
Mayor
APPROVED AST FORM:
By:
Pamela K. in
City Attorney
ATTEST:
By: GL) dia
Name:
GM 18-1801-136/215855/1]
By:
CITY OF CLEARWATER
By: 1,044A. 4
William B. Horne, II
City Manager
ATTEST:
Rosemarie CaII
City Clerk
RUTH ECKERD HALL, INC.
By:
ArE uffman
resident and CEO
i"
ier
LEGAL DESCRIPTION
EXHIBIT "A"
A PARCEL OF LAND LYING IN THE SOUTH 1/2 OF THE NORTH 1/2 OF SECTION 9
TOWNSHIP 29 SOUTH, RANGE 16 EAST, PINELLAS COUNTY, FLORIDA, AND BEING
MORE PARTICULARLY DESCRIBED AS FOLLOWS:
BEGINNING AT THE SOUTHEAST CORNER OF THE NORTHWEST 1/4 OF SECTION 9
TOWNSHIP 29 SOUTH RANGE 16 EAST PINELLAS COUNTY FLORIDA; THENCE
SOUTH 89°21'05" EAST, ALONG THE NORTH LINE OF DEL ORO GROVES, AS
RECORDED 1N PLAT BOOK 12, PAGE 2, OF THE PUBLIC RECORDS OF PINELLAS
COUNTY, FLORIDA, A DISTANCE OF 477.16 FEET TO THE SOUTHWEST CORNER OF
LOT 21, .DEL ORO GROVES FIRST ADDITION, AS RECORDED IN PLAT BOOK 69,
PAGE 56 AND 57 OF THE PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA;
THENCE ALONG THE WEST AND NORTH LINES OF SAID DEL ORO GROVES FIRST
Addition THE FOLLOWING TEN (10) COURSES AND DISTANCES: 1. NORTH 00°16'15"
EAST, 519.23 FEET: 2. SOUTH 89°19'45" EAST 118.80 FEET; 3. NORTH 00°29'45" WEST
79.68 FEET; 4. SOUTH 89°09'15" EAST 245.08 FEET: 5. NORTH 00°05'45" EAST, 129.43
FEET; 6. SOUTH 89°34'15" EAST, 60.45 FEET: 7. NORTH 00°10'15" WEST, 301.98 FEET; 8.
SOUTH 89°17'15" EAST, 498.69 FEET: 9. NORTH 81°25'06"
EAST, 479.63 FEET; 10. SOUTH 89°49'15" EAST, 251.76 FEET TO A POINT ON THE
WEST LINE OF
LOT 25, DEL ORO HEIGHTS, AS RECORDED IN PLAT BOOK 54. PAGE 12, OF THE
PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA; THENCE ALONG THE WEST
LINE OF SAID DEL ORO HEIGHTS SUBDIVISION, NORTH 00°04'50" EAST A
DISTANCE OF 221.17 FEET TO THE NORTH LINE OF THE SOUTH 1/2 OF THE NORTH
1/2 OF SAID SECTION 9; THENCE NORTH 89°17'04" WEST ALONG SAID LINE, A
DISTANCE OF 1514.66 FEET; THENCE LEAVING SAID LINE SOUTH 00°07'43" WEST A
DISTANCE OF 64.54 FEET; THENCE NORTH 89°21'08" WEST A DISTANCE OF 320.00
FEET; THENCE SOUTH 00°07'43" WEST, A DISTANCE OF 50.00 FEET; THENCE NORTH
89°21'08" WEST A DISTANCE OF 290.00 FEET; THENCE SOUTH 00°07'34" WEST A
DISTANCE OF 117 FEET MORE OR LESS TO THE CENTER OF ALLIGATOR CREEK,
SAID POINT TO BE KNOWN AS POINT "A" FOR CONVENIENCE; RETURN THENCE
TO THE POINT OF BEGINNING; THENCE NORTH 89°21'05" WEST ALONG THE
NORTH LINE OF DEL ORO ESTATES, AS RECORDED IN PLAT BOOK 46, PAGE 29, OF
THE PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA, A DISTANCE OF 695.52
FEET; THENCE NORTH 00°07'00" EAST A DISTANCE OF 610.82 FEET; THENCE
NORTH 89°18'29" WEST A DISTANCE OF 590.03 FEET TO THE EASTERLY RIGHT-OF-
WAY LINE OF MCMULLEN BOOTH ROAD (S.R. 593) (A 100' R/W); THENCE NORTH
00°07'00" EAST ALONG SAID R/W LINE. A DISTANCE OF 60.00 FEET TO THE
SOUTHWEST CORNER OF KAPOK MANOR CONDOMINIUM VILLAGE ONE, AS
RECORDED IN CONDOMINIUM PLAT BOOK 22, PAGES 48 THROUGH 51, INCLUSIVE,
OF THE PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA; THENCE SOUTH
89°18'29" EAST ALONG THE SOUTH LINE OF SAID CONDOMINIUM AND THE SOUTH
LINE OF ONE KAPOK TERRACE, A CONDOMINIUM PHASE VI, AS RECORDED IN
CONDOMINIUM PLAT BOOK 102. PAGES 8 THRU 10, INCLUSIVE, OF THE PUBLIC
RECORDS OF PINELLAS COUNTY, FLORIDA. A DISTANCE OF 1135.68 FEET; THENCE
NORTH 00°07'00" EAST, A DISTANCE OF 60.00 FEET; THENCE NORTH 66°27'06"
WEST, ALONG THE NORTHERLY LINE OF THE UNRECORDED ONE KAPOK
TERRACE A CONDOMINIUM, PHASE VI 1, A DISTANCE OF 267.83 FEET; THENCE
NORTH 00°07'34" EAST, A DISTANCE OF 140 FEET MORE OR LESS TO THE
CENTERLINE OF ALLIGATOR CREEK; THENCE EASTERLY AND NORTHERLY
ALONG THE CENTERLINE OF ALLIGATOR CREEK AS IT WINDS AND TURNS TO
THE AFOREMENTIONED POINT "A".
EXHIBIT "B"
RUTH ECKERD HALL
REH is a donor -funded, nonprofit performing arts center and education institute. The facility, owned by the
City of Clearwater, opened in 1983 and sits on a 34 -acre campus, was designed by the Frank Lloyd Wright
Foundation. REH is known for its 2,180 -seat auditorium and in 1992, it became the first performing arts center
in Florida to be designated a major cultural institution by the State. Artists from U.S. and around the world,
ranging from classical, rock, opera, Broadway, jazz, and pop, among others, comprise the annual line up of
more than 300 performances, serving over 750,000 patrons.
Compared to other performing arts centers, REH is special — it is an established institution in the State of
Florida and has drawn millions ofvisitors and performers from around the world for several decades. It is well
run and has made significant efforts to be a high performing asset for the City of Clearwater and the Tampa
Bay region. Its proximity to Hillsborough and Pasco County, with outstanding road access, allows it to draw
visitors from a wide regional catchment.
REH established The Marcia P. Hoffman School ofthe Arts in 2003 and has since served more than 2.0 million
students and adults. The School includes the 182 -seat Murray Studio Theater, which is utilized for productions
that work well in intimate settings and for smaller audiences, as well as master classes.
RUTH ECKERD HALL EXPERIENCE EXPANSION
Over the past three years, significant progress has been made towards improving the City owned REH facility.
The final priority relates to the renovation and expansion of all patron service areas within the main facility,
which houses the Main auditorium and 80 percent of all entertainment and food and beverage offerings, and
will occur in two phases:
PHASE 1 will address renovation of the Margarete Heye Great Room, the kitchen that currently
supports all REH catering functions, and the Terrace adjacent to the Great Room. Grant funds will be
used for this project.
PHASE 2 will address the Lobby and patron service areas associated with the main auditorium.
Construction of Phase 2 will begin upon the conclusion of Phase 1 and there is a visible need for the
Phase 2 improvements. The building is nearly 33 years old, and as is playing to larger audiences than
ever, selling more meals than ever, and providing parking to more vehicles. These must be made to the
City owned facility in order to maintain REH's competitive position in the marketplace and ensure its
ongoing success.
Exhibit C
Penny IV -Eligible Projects in Ruth Eckerd Hall's
Expanding the Experience" Capital Campaign
Roadway/Parking Phase — ($2.4 MM project -City Portion $1 MM)
Improvements to existing roadway, storm water drainage system, sidewalks and main
parking lot, including construction of initial portions of retaining walls, walks, plaza and
ramps
Murray Theatre Phase — ($1.5 MM project -City Portion $1 MM)
Renovation of REH's Murray Theatre, a learning laboratory for students in REH's education
programs, and intimate performance venue
Margarete Heye Great Room Phase — ($1.5 MM- City Portion $1 MM)
Renovation of the Margarete Heye Great Room, REH's primary rental space for community
events and location of pre -show meals
KEN BURKE, CLERK OF COURT
PINELLAS COUNTY FLORIDA
INST# 2009106819 0412412009 at 10:29 AM
OFF REC GBK: 16664 PG: 433436
OV RECORDINGSDacTYPe? $35-50
RESTRICTIVE COVENANT
THESE COVENANTS are entered into this 01011- day of , 2009 by
City of Clearwater, P.O. Box 4748, Clearwater, Pinellas County, Flo Ada, Owner, hereinafter
referred to as the Grant Recipient, and State of Florida, Department of Elder Affairs, 4040
Esplanade Way, Tallahassee, Leon County, Florida and shall be effective for a period of five (5)
years from the date of recordation of this Covenant by the Clerk of Court.
Whereas, the Grant Recipient, is to receive state funds in the form of a fixed capital
outlay grant in the amount of $727,500.00 to construct, repair or maintain its senior center in
accordance with the terms of a Memorandum of Understanding executed by the parties on
January 2, 2009.
Now therefore, as part of the consideration for the award of state funds, the Grant
Recipient, as a political subdivision, hereby makes and declares the following restrictive
covenants which shall run with said property and be binding on the Grant Recipient and its
successors or assigns in interest, if any, for the period stated above.
1. The Grant Recipient agrees to continue to operate, maintain and repair certain real
property as described in Exhibit "A", attached hereto and incorporated herein, in accordance with
the terms of the memorandum of understanding and the purposes for which the funds were
originally appropriated, which, said purposes are further described in Exhibit "B", also attached
hereto and incorporated herein.
2. In the event the Grant Recipient fails to maintain ownership, sells, transfers or
otherwise assigns its interest in the senior center, fails to operate the facility as a senior center, or
otherwise violates the terms of the Memorandum of Understanding or this covenant, the recipient
agrees to reimburse the Department any portion of the funds received, proportionally amortized
over the period of five (5) years, upon 60 days notice by the Department of the violation.
3. The covenant shall terminate at the end of the aforesaid amortization period, and the
parties shall record a notice of termination of the covenant in the public records of the county in
which the covenant is recorded.
4. The Grant Recipient agrees to file these covenants with the Clerk of the Circuit Court
in the county where the property is located and shall pay any and all expenses associated with
the filing and recording.
5. The Grant Recipient agrees that the Department shall incur no tax liability as a result
of these restrictive covenants.
ma,& 1) A 1 6 0'1?m A N i.0
i +ess Signature
Witness Name Printe
CITY OF CLEARWATER, FLORIDA
William B. Horne II
City Manager
Witness Signature
SUso,-n Ckase
Witness Name Printed
Approved as to form:
aura Mahony
Assistant City Attorney
STATE OF FLORIDA
COUNTY OF PINELLAS
P.O. Box 4748
Clearwater, Florida 33758
Attest:
yn"t . G udeau
City erk
1 ?
The foregoing instrument was acknowledged before me this LLday of A-0 C?
William B. Horne II, City Manager, who is personally known to me has
as identification and id/@ not to a an oath.
SEAL
HARRIGERt"SANPMAMYCOMMISSION # DD733691
EXplpXS: jammFy 04.2012
er F1 NaerYDvk ul Au - Ca.
Not ry Public
My Commission Expires: I y Iap1
2
produced
EXHIBIT "A"
To Memorandum of Understanding between Grant Recipient, City of Clearwater, and State of Florida, Department
of Elder Affairs (Memorandum of Understanding #XQ913).
LEGAL DESCRIPTION:
FROM NW SEC COR TH E 55FT TH S 480.5FT FOR POB TH E 662.69FT TO C/L OF
CREEK TH SE'LY 850(S) ALG CREEK C/L TH E 95FT TO E LINE OF NW 1/4 OF NW 1/4
TH S 324.98FT TO SE COR OF NW 1/4 OF NW 1/4 TH W 222.83 FT TO NE'LY LINE OF
RR TH N73DW 1085.2FT TO E R/W OF BELCHER RD TH N 539.23FT TO POB CONT
15.78AC
Commonly known as the "Long Center" located at 1501 North Belcher Road, Clearwater,
Florida.
EXHIBIT "B"
A description of the fixtures, fixed equipment, structures, improvements, renovations and
appurtenances as contemplated by that certain Memorandum of Understanding between Grant
Recipient, City of Clearwater, and State of Florida, Department of Elder Affairs (Memorandum of
Understanding #XQ913), as follows:
Retain architect to develop drawing for the
renovations of the existing facility to Aging
Well Center
Construction permits
Contractor Mobilization & Demobilizations
Contractor's general conditions &
profit/overhead, insurance
Demolition of existing facility
o Disposal fees
New wall construction includes
o Masonry walls
o Gypsum Wall
o Metal studs
o folding partition walls
Fire sprinkler system
Electrical
o Lighting and associated materials
o Electrical outlets
o Television cabling system
o Data cabling system
HV/AC system
o Condenser
o Air handier
o metal ducts supply, return, & fresh air
intake
o controls systems
Fire alarm system
Security intrusion system
Video security system
Flooring
o carpet tile
o vinyl composite tile
o epoxy poured flooring system
Ceiling grid and tiles
Doors & door hardware
o ADA door hardware
o glazing
Windows/Storefronts
Restroom
o Plumbing fixtures commodes/urinals
o Faucets, lavatories and sinks
o Plastic partitions
o Hand dryers
o Paper product dispensers and trash
receptacles
Millwork
Paint
Signage
o ADA signage
o Senior Center Parking signage
o ID Signage at entrance to center video
board
Other
o Double Trash enclosure masonry units
o Parking lot lighting poles & fixture
Trees/Landscaping
o Remove existing asphalt & base course
for land planter
o Remove existing soil and provide planting
mix cu. yd
o Provide irrigation system
o Trees, Shrubs, Ground cover
FF & E Package
o Security Cameras/DVR Recorder System
o Telephone System
o Tele/Data/Cable TV installation
o Telephone units
o Three compartment refrigerator
o Coffee Maker
o Misc. Kitchen Equipment
o Microwave Commercial Units
o Furniture Package
o Large Clay Self Watering Pots & Interior
Plants
o Coffee Table Lounge area
o End tables lounge area
o Love Seat lounge area
o Office furniture desk/credenza/ desk
chair/guest chairs
o Ottoman chair lounge area
o Tables with rack
o Chairs with rack
o Program activity games
o Games/include lockable cabinet
o Wii players (2)
o Audio sound equipment
o Flat screen TV 30" (1)
o Flat screen tv 52" (3)
o Vacuum/steam cleaner commercial unit
o Misc. cleaning equipment/mop/buckets
o Computers (14)
o Storage cabinet for computer
Third Amendment to Lease Agreement
This Third Amendment is made and entered into this --14.1%^—day of-Pab-n,c , 2019 by
and between the City of Clearwater, Florida, a municipal corporation ofthe State of Florida, herein
after "City" or "Lessor" and Ruth Eckerd Hall, Inc. a Florida not-for-profit corporation, as
successor in interest to PACT, Inc. hereinafter "REH" or "Lessee" (each individually referred to
herein as "Party" or collectively as the "Parties").
WHEREAS, the Parties entered into that certain Lease Agreement ("Agreement") dated
March 7, 2001, as amended by the First Amendment dated November 25, 2003 and the Second
Amendment dated March 8, 2018; and
WHEREAS, pursuant to the Agreement the City leased certain property to REH; and
WHEREAS, REH formerly contracted with an outside vendor to serve liquor; and
WHEREAS, REH had a change in business operations and now uses in-house staff to serve
liquor; and
WHEREAS, the City and REH desire to amend the Lease to provide for such Liquor
Liability Insurance;
NOW THEREFORE, the Lessor and Lessee agree to amend certain terms and conditions:
1. The foregoing recitals are true and correct and are incorporated herein by reference.
2. The following is added to Paragraph 11:
REH shall maintain Liquor Liability Insurance coverage in the minimum amount of
1,000,000 and umbrella policy in the minimum amount of $10,000,000. The City will
be listed as an Additional Insured.
3. All the terms and conditions of the Agreement which are not expressly amended or deleted
herein shall continue in full force.
IN WITNESS WHEREOF, the parties hereto have duly executed this Third Amendment by the
appropriate officials as of the day and year first written above.
1
RUTH ECKERD HALL, INC.
1),
Airtluicut16,4-1
CITY OF CLEARWATER, FLORIDA Countersigned:
IA) Li20)--euv, ANAAJT2c,
William B. Horne, II
City Manager
cteorktle-A4os
George N. Cretekos
Mayor
Approved as to form: Attest:
Assistant City Attorney
Rosemarie Call
City Clerk
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0758
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Police Department
Agenda Number: 6.1
SUBJECT/RECOMMENDATION:
Approve acceptance of a United States Department of Justice, Office of Justice Programs
(OJP), 2022 Bureau of Justice Assistance Fiscal Year 2022 Edward Byrne Memorial Justice
Assistance Grant (JAG) Program - Local Solicitation, grant award in the amount of $40,122 for
the Mental Health Co-Responder Team and authorize the appropriate officials to execute same.
(consent)
SUMMARY:
According to the National Alliance on Mental Illness (NAMI), one in five Americans are affected
by mental illness each year. Annually, the Clearwater Police Department responds to at least
1,400 calls for service which involve issues related to mental illness. 20% of the fatal police
shootings in the United States involve a subject with mental illness. Police officers are routinely
tasked with being the first responder to persons involved in mental health crisis but have limited
options to address long-term, reoccurring issues that generate repeat calls for service and
disrupt neighborhoods and businesses.
The Clearwater Police Department has established a co-responder model to respond to
in-progress calls and conduct follow-up on calls involving persons suffering from mental illness
in 2021. Two co-responder teams were created with each including a Clearwater Police Officer
paired with a Crisis Response Specialist provided by the current Memorandum of Agreement
with the Pinellas County Sheriff’s Office. The two police officers necessary for this program are
provided from the Police Department’s existing resources.
The cost of the two Crisis Response Specialists at the start of this program was $143,200
($71,600 each). The department is billed quarterly for the work performed in the previous
quarter and is not responsible for payment if the positions are vacant for more than two weeks.
The Police Department was previously awarded $144,000 from the Bureau of Justice
Assistance (BJA) Fiscal Year 2022 Edward Byrne Discretionary Community Project
Funding/Byrne Discretionary Grants Program to reimburse the city funding one year of this
program. This additional award funding that is now being requested will help reimburse the city
for funding the co-responder model beyond its first year.
APPROPRIATION CODE AND AMOUNT:
A third quarter budget amendment will increase special program P2101, Mental Health
Co-Responder Team, to recognize grant revenues received.
Page 1 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0658
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Engineering Department
Agenda Number: 7.1
SUBJECT/RECOMMENDATION:
Approve the Distribution Easement request by Duke Energy to operate and maintain its
facilities in support of the City Hall Bluff project at 112 S. Osceola Avenue, Clearwater, Florida.
(consent)
SUMMARY:
This easement re-confirms the mutually approved Duke Energy existing facilities based on
as-built plans and a recent survey and sketch.
Any disturbed utilities during installation have been returned to their original condition.
City staff has reviewed and approved this request.
Page 1 City of Clearwater Printed on 7/10/2023
CLEARWATER
Prepared by: Department of Public Works -Engineering Geographic Technology Division 100 S. Myrtle Ave, Clearwater, FL 33756 Ph: (727)562-4750, Fax: (727)526-4755 www.MyClearwater.com
AERIAL MAP
New Duke Energy Easement
Parcel Number: 16-29-15-20358-001-0040
Map Gen By: KF Reviewed By: TM Aerial Flown 2021 Date: 5/5/2023 Page: 1 of 1
• It) .· 0 r -.:i-
s
Scale: N.T.S.
Document Path: C:\Users\Kevin.Flynn\City of Clearwater\Engineering Geographic Technology-Documents\GIS\Engineering\Location Maps\Old City Nall Duke Easement\Old City Nall Duke Easement..aprx
Prepared By:
Manny R. Vilaret, Esquire Return To: Duke Energy
Vilaret Law, PLLC Attn: Land Services
10901 Danka Circle, Suite C 2166 Palmetto Street (CWBAY G)
St. Petersburg, Florida 33716 Clearwater, FL 33765
SEC: 16 TWP: 29S RGE: 15E COUNTY: PINELLAS PROJECT: Clearwater Bluff
GRANTOR: CITY OF CLEARWATER ADDRESS: PO BOX 4748, Clearwater, FL. 33758-4748
SITE ADDRESS: 112 S OSCEOLA AVE., CLEARWATER
PORTION OF TAX PARCEL NUMBER: 16-29-15-20358-001-0040
DISTRIBUTION EASEMENT
KNOW ALL MEN BY THESE PRESENTS, that the undersigned, their heirs, successors, lessees and
assigns (“GRANTOR”), in consideration of the mutual benefits, covenants and conditions herein contained, does
hereby grant and convey to DUKE ENERGY FLORIDA, LLC, d/b/a DUKE ENERGY, a Florida Limited
Liability Company, Post Office Box 14042, St. Petersburg, Florida 33733, and to its successors and assigns,
(“GRANTEE”), an easement to install, operate and maintain in perpetuity, such facilities as may be necessary or
desirable for providing electric energy and, said facilities being located in the following described “Easement Area”
within GRANTOR’S premises in Pinellas County, to wit:
See legal description on the accompanying Exhibit “A” attached hereto and incorporated
herein by this reference.
The rights herein granted to GRANTEE by GRANTOR specifically include: (a) the right for GRANTEE
to patrol, inspect, alter, improve, repair, rebuild, relocate, and remove said facilities; further GRANTEE hereby
agrees to restore the Easement Area to as near as practicable the condition which existed prior to such construction,
repairs, alteration, replacement, relocation or removal as a result of GRANTEE’s safe and efficient installation,
operation or maintenance of said facilities; (b) the reasonable right for GRANTEE to increase or decrease the
voltage and to change the quantity and type of facilities; (c) the reasonable right for GRANTEE to clear the
Easement Area of trees, limbs, undergrowth and other physical objects which, in the opinion of GRANTEE,
endanger or interfere with the safe and efficient installation, operation or maintenance of said facilities; (d) the
reasonable right for GRANTEE to request that GRANTOR trim or remove any trees or vegetation adjacent to, but
outside the Easement Area which, in the reasonable opinion of GRANTEE, endangers or interferes with the safe
and efficient installation, operation or maintenance of said facilities; (e) the reasonable right for GRANTEE to enter
upon land of the GRANTOR adjacent to said Easement Area for the purpose of exercising the rights herein granted;
and (f) all other rights and privileges reasonably necessary or convenient for GRANTEE’s safe and efficient
installation, operation and maintenance of said facilities and for the enjoyment and use of said easement for the
purposes described above. The rights and easement herein granted are non-exclusive as to entities not engaged in the
provision of electric energy and service and GRANTOR reserves the right to grant rights to others affecting said
easement area provided that such rights do not create an unsafe condition or unreasonably conflict with the rights
granted to GRANTEE herein.
GRANTOR hereby covenants and agrees that no buildings, structures or obstacles (except fences) shall be
located, constructed, excavated or created within the Easement Area. If the fences are installed, they shall be placed
so as to allow ready access to GRANTEE’s facilities and provide a working space of not less than ten (10) feet on
the opening side, six (6) feet on the back for working space and three (3) feet on all other sides of any pad mounted
transformer. If GRANTOR’s future orderly development of the premises is in physical conflict with GRANTEE’s
facilities, GRANTEE shall, within 60 days after receipt of written request from GRANTOR, relocate said facilities
to another mutually agreed upon Easement Area in GRANTOR’s premises, provided that (a) GRANTOR shall
reimburse GRANTEE the full actual cost of the relocation, and (b) GRANTOR shall execute and deliver to
GRANTEE, at no cost, an acceptable and recordable easement to cover the relocated facilities. Upon the
completion of the relocation, the easement herein shall be considered cancelled as to the portion vacated by such
relocation. If this easement is being granted to provide electric service to GRANTOR, then this legal description
was provided by GRANTOR. In the event facilities are located outside of this legal description, GRANTOR shall
pay for any relocation costs necessary or shall amend this legal description to cover the actual facilities. Should this
easement be granted to provide electric service to a third party, GRANTEE shall provide the legal description and
GRANTOR shall not have any liability related to errors in the legal description.
GRANTOR covenants not to interfere with GRANTEE’s facilities within the Easement Area in
GRANTOR’s premises, and GRANTOR further covenants to indemnify to the extent of Florida Statute 768.28
and hold GRANTEE harmless from damages and injuries, whether to persons or property, arising directly from the
negligent act related to GRANTEE’s facilities by GRANTOR or by GRANTOR’ s agents or employees.
Nothing contained herein, however, shall be construed to waive or modify the provisions of Florida Statute
768.28 or the doctrine of sovereign immunity as to any party hereto. In addition, nothing contained herein shall be
construed as consent by the GRANTOR to be sued by third parties in any manner arising from this grant of easement, or
as a waiver of sovereign immunity.
GRANTEE agrees to indemnify and hold GRANTOR harmless for, from and against any and all losses,
claims or damages incurred by GRANTOR arising directly from GRANTEE’s negligence or failure to exercise
reasonable care in the construction, reconstruction, operation, use or maintenance of GRANTEE's facilities located on
the above described easement.
GRANTOR hereby warrants and covenants (a) that GRANTOR is the owner of the fee simple title to the
premises in which the above described Easement Area is located, (b) that GRANTOR has full right and lawful
authority to grant and convey this easement to GRANTEE, and (c) that GRANTEE shall have quiet and peaceful
possession, use and enjoyment of this easement.
All covenants, terms, provisions and conditions herein contained shall inure and extend to and be obligatory
upon the heirs, successors, lessees and assigns of the respective parties hereto.
IN WITNESS WHEREOF, the said GRANTOR has caused this easement to be signed in its corporate name
by its proper officers thereunto duly authorized and its official corporate seal to be hereunto affixed and attested this
_____ day of ___________________________, 2023.
GRANTOR:
By: _______________________________
Jennifer Poirrier
City Manager
Attest:
____________________________
Rosemarie Call, City Clerk
Countersigned:
_________________________________
Brian J. Aungst, Sr.
Mayor
Approved as to form:
____________________________
Jerrod D. Simpson,
Senior Assistant City Attorney
STATE OF __________________________________
COUNTY OF ________________________________
The foregoing instrument was acknowledged before me by means of ☐ physical presence or ☐ online
notarization, this ______ day _____________, 2023, by Brian J. Aungst, Sr., and Jennifer Poirrier, the Mayor
and City Manager, respectively, of the City of Clearwater, Florida, on behalf of the City who is personally known to
me or who has produced ___________________________________________ as identification.
[Notary Seal] _______________________________________
Notary Public
_______________________________________
Name typed, printed or stamped
My Commission Expires: __________________
N 87° 42' 36" W 360.92'
S 87° 42' 36" E 360.70'
L1
L3
L2L5
L7
L9 S 01° 09' 01" E48.90'L8N 01° 09' 01" W53.05'N 34° 29' 29" E49.16'L4
L6
Point of Commencement
Point of Beginning
Lands Described in
OR 14700-1498
JOHN R DAVEY'S RE-SUBDIVISION
Hillsborough Plat Book 1, Page 87
LOT 3
LOT 4
Block "A"
City of Clearwater - Old City Hall Site OSCEOLA AVENUE55' Right-of-WayWaters Edge, A Condo
L10
LINE #
LINE TABLE
L1 S 00° 06' 32" W
BEARING DISTANCE
9.89'
L2 5.42'
L3 10.01'
L4 6.80'
L5 16.53'
L6 10.08'
L7 16.75'
L8 31.33'
L9 17.71'
N 01° 09' 01" W
N 88° 25' 09" W
S 01° 09' 01" E
S 82° 53' 08" W
S 00° 06' 32" W
N 82° 53 08" E
S 34° 29' 29" W
L10 10.01'N 00° 06' 32" E
S 00° 06' 32" W
A 10' Duke Energy described as follows:
Commence at the Northeast corner of the property described in the ALTA survey performed by George F. Young, Inc. titled "City of
Clearwater - Old City Hall", signed and sealed by Greg S. Nipper - PSM No. 5683 on November 15, 2022, said point also being the Southeast
corner of property described and recorded in OR 14700-1498, of the Public Records of Pinellas County, FL; thence S 00° 06' 32" W, a
distance of 9.89' to a Point of Beginning; thence N 87° 42' 36" W, a distance of 360.92'; thence N 01° 09' 01" W, a distance of 5.42' to a point
on the North property line described in said ALTA survey; thence N 88° 25' 09" W, along said North property line, a distance of 10.01';
thence S 01° 09' 01" E, a distance of 6.80'; thence S 82° 53' 08" W, a distance of 16.53' to a point on the West property line described in said
ALTA survey; thence S 00° 06' 32" W, along said West property line, a distance of 10.08'; thence N 82° 53' 08" E, a distance of 16.75'; thence
S 01° 09' 01" E, a distance of 48.90'; thence S 34° 29' 29" W, a distance of 31.33' to a point on said West property line; thence
S 00° 06' 32" W, along said West property line, a distance of 17.71'; thence N 34° 29' 29" E, a distance of 49.16'; thence N 01° 09' 01" W, a
distance of 53.05'; thence S 87° 42' 36" E, a distance of 360.70'; thence N 00° 06' 32" E, a distance of 10.01' to said Point of Beginning.
This is not a survey
N.T.S.
DRAWN BY CHECKED BY
DATE DRAWN
SECT-TWNSP-RNG
SHEETDWG. NO.
OF
--
CITY OF CLEARWATER
DEPARTMENT OF PUBLIC WORKS -
ENGINEERING
Lee Cheek Tom Mahony 3/27/2023
Lgl_2023-04City of Clearwater - Former City Hall Site
New Duke Energy Easement
1 1
16 29S 15E
Legal Description
EXHIBIT "A"
N 87° 42' 36" W 360.92'
S 87° 42' 36" E 360.70'
L1
L3
L2L5
L7
L9 S 01° 09' 01" E48.90'L8N 01° 09' 01" W53.05'N 34° 29' 29" E49.16'L4
L6
Point of Commencement
Point of Beginning
Lands Described in
OR 14700-1498
JOHN R DAVEY'S RE-SUBDIVISION
Hillsborough Plat Book 1, Page 87
LOT 3
LOT 4
Block "A"
City of Clearwater - Old City Hall Site OSCEOLA AVENUE55' Right-of-WayWaters Edge, A Condo
L10
LINE #
LINE TABLE
L1 S 00° 06' 32" W
BEARING DISTANCE
9.89'
L2 5.42'
L3 10.01'
L4 6.80'
L5 16.53'
L6 10.08'
L7 16.75'
L8 31.33'
L9 17.71'
N 01° 09' 01" W
N 88° 25' 09" W
S 01° 09' 01" E
S 82° 53' 08" W
S 00° 06' 32" W
N 82° 53 08" E
S 34° 29' 29" W
L10 10.01'N 00° 06' 32" E
S 00° 06' 32" W
A 10' Duke Energy described as follows:
Commence at the Northeast corner of the property described in the ALTA survey performed by George F. Young, Inc. titled "City of
Clearwater - Old City Hall", signed and sealed by Greg S. Nipper - PSM No. 5683 on November 15, 2022, said point also being the Southeast
corner of property described and recorded in OR 14700-1498, of the Public Records of Pinellas County, FL; thence S 00° 06' 32" W, a
distance of 9.89' to a Point of Beginning; thence N 87° 42' 36" W, a distance of 360.92'; thence N 01° 09' 01" W, a distance of 5.42' to a point
on the North property line described in said ALTA survey; thence N 88° 25' 09" W, along said North property line, a distance of 10.01';
thence S 01° 09' 01" E, a distance of 6.80'; thence S 82° 53' 08" W, a distance of 16.53' to a point on the West property line described in said
ALTA survey; thence S 00° 06' 32" W, along said West property line, a distance of 10.08'; thence N 82° 53' 08" E, a distance of 16.75'; thence
S 01° 09' 01" E, a distance of 48.90'; thence S 34° 29' 29" W, a distance of 31.33' to a point on said West property line; thence
S 00° 06' 32" W, along said West property line, a distance of 17.71'; thence N 34° 29' 29" E, a distance of 49.16'; thence N 01° 09' 01" W, a
distance of 53.05'; thence S 87° 42' 36" E, a distance of 360.70'; thence N 00° 06' 32" E, a distance of 10.01' to said Point of Beginning.
This is not a survey
N.T.S.
DRAWN BY CHECKED BY
DATE DRAWN
SECT-TWNSP-RNG
SHEETDWG. NO.
OF
--
CITY OF CLEARWATER
DEPARTMENT OF PUBLIC WORKS -
ENGINEERING
Lee Cheek Tom Mahony 3/27/2023
Lgl_2023-04City of Clearwater - Former City Hall Site
New Duke Energy Easement
1 1
16 29S 15E
Legal Description
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0785
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Engineering Department
Agenda Number: 7.2
SUBJECT/RECOMMENDATION:
Approve four-year Professional Service Agreements with forty-seven firms, selected for
Engineer of Record (EOR), pursuant to Request for Qualifications (RFQ) 34-23 and authorize
the appropriate officials to execute same. (consent)
SUMMARY:
In accordance with Florida Statute 287.055 - Consultants Competitive Negotiation Act, on
February 28, 2023, RFQ 34-23 was released soliciting responses from area consulting firms to
provide professional engineering services under a continuing services agreement, or EOR.
A selection committee from Engineering, Public Utilities, Marine and Aviation along with the
Parks and Recreation Departments reviewed 55 responses received on May 2, 2023. The
committee selected 18 new firms and chose to retain 29 incumbent firms. Evaluations were
based on the firm’s municipal experience and qualifications; approach for meeting project
timelines and construction budget; familiarity with the city ordinance, codes, procurement,
contract specifications and standards; and quality management approach.
The EOR Professional Services Agreements are a four-year term with the City reserving the
right to implement a mid-term qualification solicitation based upon the needs of the City.
The incumbent EOR’s retained are:
Advanced Engineering & Design Inc., Aecom Technical Services Inc., Ardurra Group Inc.,
Atkins North America Inc., Biller Reinhart Engineering Group Inc., Black & Veatch Corporation,
Brown and Caldwell, Carollo Engineers, Inc., CHA Consulting Inc., Driggers Engineering
Services Inc., George F Young, Inc., Geosyntec Consultants Inc., Halff Associates, Inc., Hazen
and Sawyer, Jones Edmunds & Associates Inc., Long & Associates Architects/Engineers, Inc.,
McKim & Creed Inc., Mead &Hunt, Patrick Engineering, Inc., Pennoni Associates, Reuben
Clarson Consulting, Stantec Consulting Services, Inc., Terracon Consultants Inc., Tetra Tech
Inc., Tierra, Inc., Transystems Corp., V&A Consulting Engineers, Inc., Wright-Pierce, Inc.,
WSP USA Inc.
The new EOR’s selected are:
American Infrastructure Development, Inc., Caltran Engineering Group, Inc., Chen Moore and
Associates, Inc., Colliers Engineering & Design, DRMP, Inc., Engineering Design Technologies
Corp., Engineering Matrix, Inc., Ensafe Inc., EnviroTrac LTD., First Line Coastal, LLC., HDR
Engineering, Inc., Infrastructure Consulting & Engineering, PLLC., Iteris, Inc., Kennedy/Jenks
Consultants, Inc., Land & Water Engineering Science, Inc., Metric Engineering, Inc., Moffatt &
Nichol, Inc., Native Engineering, PLLC.
Page 1 City of Clearwater Printed on 7/10/2023
Procurement Division
100 S Myrtle Ave Clearwater FL 33756-5520 PO Box 4748, 33578-4748 727-562-4630 Tel
REQUEST FOR QUALIFICATIONS
#34-23
Engineer of Record Consulting Services
March 30, 2023 NOTICE IS HEREBY GIVEN that sealed Statements of Qualifications will be received by the City of Clearwater (City) until 10:00 AM, Local Time, May 2, 2023, to provide Engineer of Record Consulting
Services.
Brief Description: The City of Clearwater is seeking qualifications from professional engineering consulting firms to provide services as an Engineer of Record (EOR) for a four (4) year term. Multiple firms will be selected for continuing services contracts, to provide professional engineering consulting in a range of disciplines on an as-needed basis. Pursuant to Florida Statute 287.055, Consultants Competitive Negotiation Act (CCNA), the resulting continuing contracts will be utilized by the City for projects in which the estimated construction cost does not exceed $4 million or for an individual study activity that does not exceed $500 thousand.
Responses must be in accordance with the provisions, specifications and instructions set forth herein and will be received by the Procurement Division until the above noted time, when they will be publicly acknowledged and accepted.
This Request for Qualifications, any attachments and addenda are available for download at https://www.myclearwater.com/business/rfp
Please read the entire solicitation package and submit the response in accordance with the instructions. This document (less this invitation and the instructions) and any required documents, attachments, and submissions will constitute the response.
General, Process or Technical Questions concerning this solicitation should be
directed, IN WRITING, to the following Sr. Procurement Analyst:
Eryn Berg, CPPB
Sr. Procurement Analyst
Eryn.Berg@myclearwater.com
This Request for Qualifications is issued by:
Lori Vogel, CPPB
Procurement Manager
lori.vogel@myclearwater.com
INSTRUCTIONS
EOR Consulting Services 2 RFQ #34-23
i.1 VENDOR QUESTIONS: All questions regarding the contents of this solicitation, and solicitation process (including requests for ADA accommodations), shall be directed solely to the Contact listed on Page One (1). Questions should be submitted in writing via letter, fax or email. Questions received less than ten (10) calendar days prior to the due date and time may be answered at the discretion of the City.
i.2 ADDENDA/CLARIFICATIONS: Any changes to the specifications will be in the form of an
addendum. Addenda are posted on the City website no less than seven (7) days prior to the Due Date. Vendors are cautioned to check the Purchasing Website for addenda and
clarifications prior to submitting their response. The City cannot be held responsible if a vendor fails to receive any addenda issued. The City shall not be responsible for any oral changes to these specifications made by any employees or officer of the City. Failure to acknowledge receipt of an addendum may result in disqualification of a response.
i.3 DUE DATE & TIME FOR SUBMISSION AND OPENING:
Date: May 2, 2023
Time: 10:00 AM (Local Time)
The City will open all responses properly and timely submitted and will record the names and other information specified by law and rule. All responses become the property of the City and will not be returned except in the case of a late submission. Respondent names, as read at the opening,
will be posted on the City website. Once a notice of intent to award is posted or 30 days from day of opening elapses, whichever occurs earlier, responses are available for inspection by contacting the Procurement Division.
i.4 SUBMIT RESPONSES TO: It is recommended that responses are submitted electronically through our bids website at https://www.myclearwater.com/business/rfp
Respondents may mail or hand-deliver responses to the address below. E-mail or fax submissions
will not be accepted. Use label at the end of this solicitation package
City of Clearwater Attn: Procurement Division 100 S Myrtle Ave, 3rd Fl, Clearwater FL 33756-5520 or PO Box 4748, Clearwater FL 33758-4748
Responses will be received at this address. Respondents may mail or hand-deliver proposals; e-mail or fax submissions will not be accepted.
No responsibility will attach to the City of Clearwater, its employees or agents for premature opening of a response that is not properly addressed and identified.
i.5 LATE RESPONSES. The respondent assumes responsibility for having the response delivered
on time at the place specified. All responses received after the date and time specified shall not be considered and will be returned unopened to the respondent. The respondent assumes the risk of any delay in the mail or in handling of the mail by employees of the City of Clearwater, or any private courier, regardless whether sent by mail or by means of personal delivery. It shall not be
sufficient to show that you mailed or commenced delivery before the due date and time. All times are Clearwater, Florida local times. The respondent agrees to accept the time stamp in the City’s Procurement Division as the official time.
i.6 LOBBYING; LOBBYING NO-CONTACT PERIOD; QUESTIONS REGARDING SOLICITATION. From the time a competitive solicitation is posted until such time as the contract is awarded by the
city or the solicitation is cancelled, all bidders, offerors, respondents, including their employees, representatives, and other individuals acting on their behalf, shall be prohibited from lobbying city officers, city employees, and evaluation committee members.
INSTRUCTIONS
EOR Consulting Services 3 RFQ #34-23
Violation of this section may result in rejection/disqualification from award of the contract arising out of the competitive solicitation.
All questions regarding the competitive solicitation must be directed to the procurement manager or designee, who will respond in writing and post such response to ensure that all respondents receive the same information during the No-Contact Period.
The penalty for violating the No-Contact Period may include suspension or debarment
i.7 RESPONSIBILITY TO READ AND UNDERSTAND. Failure to read, examine and understand the solicitation will not excuse any failure to comply with the requirements of the solicitation or any resulting contract, nor shall such failure be a basis for claiming additional compensation. If a vendor suspects an error, omission or discrepancy in this solicitation, the vendor must immediately and in
any case not later than seven (7) business days in advance of the due date notify the contact on page One (1). The City is not responsible for and will not pay any costs associated with the preparation and submission of the response. Respondents are cautioned to verify their responses before submission, as amendments to or withdrawal of responses submitted after time specified
for opening of responses may not be considered. The City will not be responsible for any respondent errors or omissions.
i.8 FORM AND CONTENT OF RESPONSES. Unless otherwise instructed or allowed, responses shall be submitted on the forms provided. An original and the designated number of copies of each response are required. Responses, including modifications, must be submitted in ink, typed, or printed form and signed by an authorized representative. Please line through and initial rather than
erase changes. If the response is not properly signed or if any changes are not initialed, it may be considered non-responsive. The City may require that an electronic copy of the response be submitted. The response must provide all information requested and must address all points. The City does not encourage exceptions. The City is not required to grant exceptions and depending on the exception, the City may reject the response.
i.9 DEBARMENT DISCLOSURE. If the respondent has been debarred, suspended, or otherwise lawfully precluded from participating in any public procurement activity, including being disapproved as a (sub)contractor with any federal, state, or local government, or if any such preclusion from participation from any public procurement activity is currently pending, the respondent shall include a letter with its response identifying the name and address of the governmental unit, the effective date of this suspension or debarment, the duration of the suspension or debarment, and the relevant circumstances relating to the suspension or debarment. If suspension or debarment is currently pending, a detailed description of all relevant circumstances including the details enumerated above must be provided. A response from a respondent who is currently debarred, suspended or otherwise lawfully prohibited from any public procurement activity may be rejected.
i.10 RESERVATIONS. The City reserves the right to reject any or all responses or any part thereof; to reissue the solicitation; to reject non-responsive or non-responsible responses; to reject unbalanced responses; to reject responses where the terms and/or awards are conditioned upon another event; to reject individual responses for failure to meet any requirement; to award by part or portion, or total; to make multiple awards; to waive minor irregularities, defects, omissions, technicalities or form errors in any response. The City may seek clarification of the response from respondent at any time, and failure to respond is cause for rejection. Submission of a response confers on respondent no right to an award or to a subsequent contract. The City is responsible to make an award that is in the best interest of the City. All decisions on compliance, evaluation, terms and conditions shall be made solely at the City’s discretion and made to favor the City. No binding contract will exist between the respondent and the City until the City executes a written contract or purchase order.
i.11 OFFICIAL SOLICITATION DOCUMENT. Changes to the solicitation document made by a respondent may not be acknowledged or accepted by the City. Award or execution of a contract does not constitute acceptance of a changed term, condition or specification unless specifically acknowledged and agreed to by the City. The copy maintained and published by the City shall be
INSTRUCTIONS
EOR Consulting Services 4 RFQ #34-23
the official solicitation document.
i.12 ETHICS. It is the intention of the City to promote courtesy, fairness, impartiality, integrity, service, professionalism, economy, and government by law in the Procurement process. The responsibility for implementing this policy rests with each individual who participates in the procurement process, including respondents and contractors.
To achieve the purpose of this Article, it is essential that respondents and contractors doing
business with the City also observe the ethical standards prescribed herein. It shall be a breach of ethical standards to:
a. Exert any effort to influence any City employee or agent to breach the standards of ethical conduct.
b. Intentionally invoice any amount greater than provided in Contract or to invoice for Materials or Services not provided.
c. Intentionally offer or provide sub-standard Materials or Services or to intentionally not comply with any term, condition, specification or other requirement of a City Contract.
i.13 GIFTS. The City will accept no gifts, gratuities or advertising products from respondents or prospective respondents and affiliates.
i.14 RIGHT TO PROTEST. Pursuant to Section 2.562(3), Clearwater Code of Ordinances, a bidder who submitted a response to a competitive solicitation and was not selected may appeal the
decision through the bid protest procedures, a copy of which shall be available in the Procurement Division. A protesting bidder must include a fee of one percent of the amount of the bid or proposed contract to offset the City’s additional expenses related to the protest. This fee shall not exceed $5,000.00 nor be less than $50.00. Full refund will be provided should the protest be upheld. No
partial refunds will be made.
ADDRESS PROTESTS TO:
City of Clearwater - Procurement Division
100 So Myrtle Ave, 3rd Fl
Clearwater FL 33756-5520
or
PO Box 4748
Clearwater FL 33758-4748
INSTRUCTIONS – EVALUATION
EOR Consulting Services 5 RFQ #34-23
i.15 EVALUATION PROCESS. Responses will be reviewed by a screening committee comprised of City employees and/or authorized agents. The City staff may or may not initiate discussions with respondents for clarification purposes. Clarification is not an opportunity to change the response. Respondents shall not initiate discussions with any City employee or official.
i.16 CRITERIA FOR EVALUATION AND AWARD. The City evaluates three (3) categories of information: responsiveness, responsibility, and the technical response. All responses must meet
the following responsiveness and responsibility criteria.
a) Responsiveness. The City will determine whether the response complies with the instructions for submitting responses including completeness of response which encompasses the inclusion of all required attachments and submissions. The City must reject any responses that are submitted late. Failure to meet other requirements may result in rejection.
b) Responsibility. The City will determine whether the respondent is one with whom it can or
should do business. Factors that the City may evaluate to determine "responsibility" include, but are not limited to: past performance, references (including those found outside the response), compliance with applicable laws, respondent's record of performance and integrity- e.g. has the respondent been delinquent or unfaithful to any contract with the City, whether
the respondent is qualified legally to contract with the City, financial stability and the perceived ability to perform completely as specified. A respondent must at all times have financial
resources sufficient, in the opinion of the City, to ensure performance of the contract and must provide proof upon request. City staff may also use Dun & Bradstreet and/or any generally available industry information. The City reserves the right to inspect and review respondent’s facilities, equipment and personnel and those of any identified subcontractors. The City will
determine whether any failure to supply information, or the quality of the information, will result in rejection.
c) Technical Response. The City will determine how well responses meet its requirements in terms of the response to the solicitation and how well the offer addresses the needs of the
project. The City will rank offers using a point ranking system (unless otherwise specified) as an aid in conducting the evaluation.
The criteria that will be evaluated and their relative weights are:
Evaluation Criteria (pages 10-11) Points
Municipal Experience and Professional Qualifications of Firm and Staff (Tab 2) 5
Approach for Meeting Project Timelines and Cost Control (design and construction budget) (Tab 3) 5
Familiarity with City of Clearwater Ordinance, Code, Procurement, Contract
Specifications, Construction Standards and Greenprint 2.0 (Tab 4) 5
Quality Management Approach (Tab 5) 5
Evaluation Criteria Points Application
1 2 3 4 5
Fails the criteria
element due to
non-existent
knowledge
and/or
resources
Deficient in the
criteria element
due to lack of
knowledge
and/or
resources
Meets the criteria
element with
minimum knowledge
and/or resources
Exceeds
the criteria
element with
reasonable
knowledge
and/or
resources
Substantially
exceeds the
criteria element
with surplus of
knowledge and/
or resources
INSTRUCTIONS – EVALUATION
EOR Consulting Services 6 RFQ #34-23
i.17 SHORT-LISTING. The City evaluation committee members will review and score responses. EOR incumbents who have performed work under the current EOR contract and score a minimum of 14
points (70%) with no criteria averaging below a “3”” may be offered a new EOR contract.
New firms (not a current EOR or an EOR who has not performed work under the current contract) scoring a minimum of 14 points (70%) with no criteria averaging below a “3” may be invited for an interview with the evaluation committee. Upon conclusion of the interviews (if requested), the
Committee will establish a ranking of the interviewed firms based on full-service capabilities as well as demonstrated competence in specialized discipline(s). The City intends to consider smaller firms
with exceptional experience and qualifications in specialized discipline(s).
i.18 PRESENTATIONS/INTERVIEWS. If requested, the respondent must provide a formal presentation and/or interview. The location for these presentations and/or interviews will be determined by the City and may be held virtually.
i.19 CONTRACT NEGOTIATIONS AND ACCEPTANCE. Respondent must be prepared for the City to accept the response as submitted. If respondent fails to sign all documents necessary to successfully execute the final contract within a reasonable time as specified, or negotiations do not result in an acceptable agreement, the City may reject response or revoke the award, and may
begin negotiations with another Respondent. Final contract terms must be approved or signed by the appropriately authorized City official(s). No binding contract will exist between the respondent
and the City until the City executes a written contract or purchase order.
i.20 NOTICE OF INTENT TO AWARD. Notices of the City’s intent to award a Contract are posted to Purchasing’s website. It is the respondent’s responsibility to check the City of Clearwater’s
Purchasing website at https://www.myclearwater.com/business/rfp to view the Procurement
Division’s Intent to Award postings.
i.21 RFQ TIMELINE. All dates are tentative and subject to change.
Release RFQ: 3/30/2023 Advertise Tampa Bay Times: 4/5/2023 Responses due: 5/2/2023 Review responses/presentations: 5/3/2023 – 6/3/2023 Award recommendation: 6/3/2023 Council authorization: 7/20/2023
Contract begins: 8/1/2023
DETAILED SPECIFICATIONS
EOR Consulting Services 7 RFQ #34-23
1. PROJECT MISSION. The City of Clearwater is dedicated to providing superior services to its customers in order to improve the quality of life for Clearwater residents, businesses and visitors. The City is looking for vendors who share that dedication and will help the City meet that goal. 2. SCOPE OF SERVICES. The City of Clearwater (City) requests qualifications from professional engineering consulting firms to provide Engineer of Record (EOR) Services. Selected Firms will
have demonstrated competence in one (1) or more of the following areas in engineering and related fields, including but not limited to the following disciplines: marine/coastal and seawalls; airparks; utilities including water production, wastewater treatment, sanitary sewer collection, potable water and reclaim water distribution, and instrumentation; drainage, stormwater quality and treatment, stormwater conveyance systems, modeling; compressed natural gas distribution systems and CNG filling stations; support of building maintenance projects, including mechanical/ Heating, Ventilation,
and Air Conditioning systems (HVAC), electrical, plumbing, fire suppression, building controls; park planning and design including pools, athletic facilities, recreation components; multimodal corridors, streetscaping, complete streets, and urban design; traffic management, Intelligent Transportation Systems (ITS)/Advanced Traffic Management System (ATMS); municipal buildings;
site planning; land development review; environmental, geotechnical, material testing; Brownfields; Housing and Urban Development (HUD) required Environmental Review Record performed in
HEROS; survey; solar power, electric vehicle charging infrastructure and other green systems in support of Greenprint 2.0; historic preservation; landscape architecture and arboricultural services; planning; construction inspection (site observation) and construction administration; Geographic Information System (GIS)/Computer Aided Design (CAD); and as-needed services in support of
city staff (e.g., project management, etc.).
The city will consider small firms with exceptional experience and expertise in specific and specialized disciplines.
3. EXPERIENCE. Responding Firms must have a minimum of five (5) years of recent and adequate
experience providing similar Engineer of Record services for Florida municipalities and a project team within the Tampa Bay Metropolitan area (Pinellas, Hillsborough, Pasco, Hernando, Polk,
Citrus, Sarasota and Manatee Counties).
4. INSURANCE REQUIREMENTS. The Contractor (respondent) shall, at its own cost and expense, acquire and maintain (and cause any subcontractors, representatives or agents to acquire and
maintain) during the term with the City, sufficient insurance to adequately protect the respective interest of the parties. Coverage shall be obtained with a carrier having an AM Best Rating of A-
VII or better. In addition, the City has the right to review the Contractor’s deductible or self-insured retention and to require that it be reduced or eliminated.
Specifically the Contractor must carry the following minimum types and amounts of insurance on an occurrence basis or in the case of coverage that cannot be obtained on an occurrence basis, then coverage can be obtained on a claims-made basis with a minimum three (3) year tail following the termination or expiration of this Agreement. Specific work may require additional coverage on a case by case basis: a. Commercial General Liability Insurance coverage, including but not limited to, premises operations, products/completed operations, products liability, contractual liability, advertising injury, personal injury, death, and property damage in the minimum amount of $1,000,000 (one million dollars) per occurrence and $2,000,000 (two million dollars) general aggregate. b. Commercial Automobile Liability Insurance coverage for any owned, non-owned, hired or borrowed automobile is required in the minimum amount of $1,000,000 (one million dollars) combined single limit. c. Unless waived by the State of Florida and proof of waiver is provided to the City, statutory
Workers’ Compensation Insurance coverage in accordance with the laws of the State of
DETAILED SPECIFICATIONS
EOR Consulting Services 8 RFQ #34-23
Florida, and Employer’s Liability Insurance in the minimum amount of $1,000,000 (one million dollars) each employee each accident, $1,000,000 (one million dollars) each employee by disease, and $1,000,000 (one million dollars) disease policy limit. Coverage should include Voluntary Compensation, Jones Act, and U.S. Longshoremen’s and Harbor Worker’s Act coverage where applicable. Coverage must be applicable to employees, contractors, subcontractors, and volunteers, if any.
d. If the Contractor is using its own property, or the property of the City or other provider, in connection with the performance of its obligations under this Agreement, then Contractor’s
Equipment Insurance or Property Insurance on an “All Risks” basis with replacement cost coverage for property and equipment in the care, custody and control of others is required.
e. Professional Liability Insurance coverage appropriate for the type of business engaged in by the Contractor with minimum limits of $1,000,000 (one million dollars) per occurrence. If a claims made form of coverage is provided, the retroactive date of coverage shall be no later than the inception date of claims made coverage, unless prior policy was extended indefinitely to cover prior acts. Coverage shall be extended beyond the policy year either by a supplemental extended reporting period (ERP) of as great a duration as available, and with no
less coverage and with reinstated aggregate limits, or by requiring that any new policy provide a retroactive date no later than the inception date of claims made coverage. The above insurance limits may be achieved by a combination of primary and umbrella/excess
liability policies.
6. OTHER INSURANCE PROVISIONS. a. Prior to the execution of this Agreement, and then annually upon the anniversary date(s) of the insurance policy’s renewal date(s) for as long as this Agreement remains in effect, the Contractor will furnish the City with a Certificate of Insurance(s) (using appropriate ACORD certificate, SIGNED by the Issuer, and with applicable endorsements) evidencing all of the coverage set forth above and naming the City as an “Additional Insured.” In addition, when
requested in writing from the City, Contractor will provide the City with certified copies of all applicable policies. The address where such certificates and certified policies shall be sent or delivered is as follows: City of Clearwater
Attn: Procurement Division, RFQ #34-23
P.O. Box 4748
Clearwater, FL 33758-4748
b. Contractor shall provide thirty (30) days written notice of any cancellation, non-renewal, termination, material change or reduction in coverage. c. Contractor’s insurance as outlined above shall be primary and non-contributory coverage for Contractor’s negligence. d. Contractor reserves the right to appoint legal counsel to provide for the Contractor’s defense, for any and all claims that may arise related to Agreement, work performed under this Agreement, or to Contractor’s design, equipment, or service. Contractor agrees that the City
shall not be liable to reimburse Contractor for any legal fees or costs as a result of Contractor providing its defense as contemplated herein.
The stipulated limits of coverage above shall not be construed as a limitation of any
potential liability to the City, and failure to request evidence of this insurance shall not be
construed as a waiver of Contractor’s obligation to provide the insurance coverage
specified.
MILESTONES
EOR Consulting Services 9 RFQ #34-23
1. ANTICIPATED BEGINNING AND END DATE OF INITIAL TERM. August 1, 2023 - July 31, 2027
If the commencement of performance is delayed because the City does not execute the contract on the start date, the City may adjust the start date, end date and milestones to reflect the delayed execution.
2. EXTENSION. The City reserves the right to extend the term of this contract, provided however, that the City shall give written notice of its intentions to extend this contract no later than thirty (30) days prior to the expiration date of the contract.
RESPONSE FORMAT
EOR Consulting Services 10 RFQ #34-23
1. RESPONSE SUBMISSION. It is recommended that responses are submitted electronically through our bids website at https://www.myclearwater.com/business/rfp.
For responses mailed and/or hand-delivered, firm must submit one (1) signed original (identified as ORIGINAL) response, five (5) copies of the response and one (1) copy in an electronic format, on a disc or thumb drive, in a sealed container using the label provided at the end of this solicitation.
2. RESPONSE FORMAT - Qualifications shall be submitted in bound volumes on standard 8½" x 11" paper. A single 8½" x 11" sheet printed on both sides is two (2) pages. All information must be assembled and indexed in the order indicated below. The page count shall not exceed sixteen (16) total pages, including typed text, graphics, charts and photographs. The total page count does not include documents submitted for Tabs 6 and 7, the tabbed separator pages, cover page, and back page.
TAB 1 – Letter of Interest (two [2] pages). The letter of interest shall include but not be limited to: a. Full legal name of the firm and signature by an authorized representative, preferably the president. a. A summary of the proposing firm’s interest in providing the requested services.
b. A statement of the Firm’s understanding of the Design services to be provided. c. Office address of Firm conducting the Design services. d. Office address of Firm that will administer the agreement. e. Contact information of Firm’s corporate officers, partners, and/or owners to include office
location, email address and phone number. f. List of personnel authorized to represent Firm to include title, office location, email address
and phone number.
TAB 2 – Municipal Experience and Professional Qualifications of Firm and Staff (six [6]
pages).
a. Provide details of related experience and specific EOR services provided for other Florida municipalities. Provide name of entity, contact information, and dates services were
performed for the contract. b. Respondents shall include a staffing plan and highlight key elements of the organizational
structure being proposed to accomplish the management, technical, and administrative services as requested. Include the professional resources available including their past
relevant experience and address the necessity and utilization of subconsultants. c. Explain firm’s team approach to resolve potential conflicts.
d. Explain how the Respondent will provide the: (1) leadership; 2) management; and (3) administration required to be successful in the development and completion of projects, as
assigned.
TAB 3 – Approach for Meeting Project Timelines and Cost Control (design budget and
construction budget) (four [4] pages). The Respondent shall discuss current and projected workload versus available staffing. The Firm shall overview the workload commitments that will impact the firm’s ability to complete services in a timely manner. The submittal should demonstrate that the firm has adequate time available and personnel to complete services on schedule and additional backup staffing capability in the event of unforeseen circumstances. Describe method of ensuring individual projects meet design and construction budgets.
RESPONSE FORMAT
EOR Consulting Services 11 RFQ #34-23
TAB 4 – Familiarity with City of Clearwater Ordinance, Code, Procurement, Contract
Specifications, Construction Standards and Greenprint 2.0 (two [2] pages). Provide details demonstrating knowledge and understanding of the City of Clearwater permitting processes, local codes and ordinances, City contract specifications and construction standards, Downtown design standards, Green Print 2.0 and challenges.
TAB 5 – Quality Management Approach (two [2] pages). Provide information as to the firm’s Quality Assurance/Quality Control plan and/or policy. Indicate specific steps conducted for technical review of any type of deliverable prior to submission to a client. Identify standard processes used and define key factors that demonstrate the policy was successful and effective.
TAB 6 – Litigation. NOTE: this is not considered Confidential or Proprietary information –
any response indicating such may be deemed non-responsive to the RFQ. a. Provide a complete listing of any convictions or fines incurred by the respondent firm or any of its principals for violations of any state or federal law within the past three (3) years.
Identify firm’s executives who have current claims or who have participated in litigation against the City of Clearwater while with another firm. Executives of firms currently under
litigation with the City may not be considered for this project. b. Provide a complete listing of all litigation involving a construction project or contract (excluding personal injury and workers’ compensation) whether currently pending or concluded within the past three (3) years in which the respondent firm was a named party.
c. Provide a complete listing of all administrative proceedings involving a construction project or contract, whether currently pending or concluded within the past three (3) years, in which
the respondent firm was a named party. (NOTE: Administrative Proceedings shall include: (i) any action taken or proceeding brought by a governmental agency, department, or
officer to enforce any law, regulation, code, legal, or contractual requirement, except for those brought in state or federal courts; (ii) any action taken by a governmental agency,
department, or officer imposing penalties, fines, or other sanctions for failure to comply with any such legal or contractual requirement, or (iii) any other matter before an administrative
body.) d. Provide a complete listing of all arbitrations involving a construction project or contract,
whether currently pending or concluded in the past three (3) years, in which the respondent firm was a named party.
TAB 7 - Other Forms. The following forms should be completed and signed:
a. Exceptions, Additional Materials, Addenda form b. Company Information form
c. Response Certification form d. Exhibit B_Forms
e. Copy of the firm’s current Florida Department of Business and Professional Regulation’s License
f. If the firm is a corporation, a copy of the current Florida Corporation Registration g. W-9 Form. All responses should include a fully completed, most current W-9 form. Failure
to include the W-9 will not disqualify your bid. (http://www.irs.gov/pub/irs-pdf/fw9.pdf)
EXCEPTIONS/ADDITIONAL MATERIALS/ADDENDA
EOR Consulting Services 12 RFQ #34-23
Respondents shall indicate any and all exceptions taken to the provisions or requirements in this solicitation document. Exceptions that surface elsewhere and that do not also appear under this section shall be considered invalid and void and of no contractual significance.
Exceptions (mark one):
**Special Note – Any material exceptions taken to the City’s Terms and Conditions may render a
Response non-responsive.
No exceptions
Exceptions taken (describe--attach additional pages if needed)
Additional Materials submitted (mark one):
No additional materials have been included with this response
Additional Materials attached (describe--attach additional pages if needed)
Addenda Respondents are responsible for verifying receipt of any addenda issued by checking the City’s website at https://www.myclearwater.com/business/rfp prior to the bid opening. Failure to acknowledge any addenda issued may render a Bid Non-responsive.
Acknowledgement of Receipt of Addenda (initial for each addenda received, if applicable): Addenda Number Initial to acknowledge receipt
Vendor Name__________________________________________________ Date__________________
COMPANY INFORMATION
EOR Consulting Services 13 RFQ #34-23
Company Legal/Corporate Name: Doing Business As (if different than above):
Address: City: State: Zip: - Phone: Fax:
E-Mail Address: Website: DUNS #
Remit to Address (if different than above): Order from Address (if different from above): Address: Address: City: State: Zip: City: State: Zip:
Contact for Questions about this response: Name: Fax: Phone: E-Mail Address:
Day-to-Day Project Contact (if awarded): Name: Fax:
Phone: E-Mail Address: Certified Small Business Certifying Agency: Certified Minority, Woman or Disadvantaged Business Enterprise Certifying Agency:
Provide supporting documentation for your certification, if applicable.
RESPONSE CERTIFICATION
EOR Consulting Services 14 RFQ #34-23
By signing and submitting this Bid/Proposal/Qualification/Response, the Vendor certifies that:
a) It is under no legal prohibition on contracting with the City of Clearwater. b) It has read, understands, and is in compliance with the specifications, terms and conditions stated herein, as well as its attachments, and any referenced documents. c) It has no known, undisclosed conflicts of interest. d) The prices offered were independently developed without consultation or collusion with any of the other vendors or potential vendors or any other anti-competitive practices. e) No offer of gifts, payments or other consideration were made to any City employee, officer, elected official, or consultant who has or may have had a role in the procurement process for the commodities or services covered by this contract. The Vendor has not influenced or attempted to influence any City employee, officer, elected official, or consultant in connection with the award of this contract. f) It understands the City may copy all parts of this response, including without limitation any documents or materials copyrighted by the Vendor, for internal use in evaluating respondent’s offer, or in response to a public records request under Florida’s public records law (F.S. Chapter 119) or other applicable law, subpoena, or other judicial process; provided that the City agrees not to change or delete any copyright or proprietary notices. g) It hereby warrants to the City that the Vendor and its subcontractors will comply with, and are contractually obligated to comply with, all federal, state, and local laws, rules, regulations, and executive orders. h) It certifies that Vendor is not presently debarred, suspended, proposed for debarment, declared ineligible, voluntarily excluded, or disqualified from participation in this matter from any federal, state, or local agency. i) It will provide the commodities or services specified in compliance with all federal, state, and local laws, rules, regulations, and executive orders if awarded by the City. j) It is current in all obligations due to the City. k) It will accept all terms and conditions as set forth in this solicitation if awarded by the City. l) The signatory is an officer or duly authorized representative of the Vendor with full power and authority to submit binding offers and enter into contracts for the commodities or services as specified herein.
ACCEPTED AND AGREED TO: Company Name: Signature: Printed Name: Title: Date:
MAILING LABEL
CUT ALONG THE LINE AND AFFIX TO THE FRONT OF YOUR BID CONTAINER
EOR Consulting Services 15 RFQ #34-23
--------------------------------------------------------------------------------- For US Mail ------------------------------------------------------------------------------
SEALED RESPONSE
Submitted by:
Company Name:
Address:
City, State, Zip:
RFQ #34-23, Engineer of Record Consulting Services
Due Date: May 2, 2023, at 10:00 A.M.
City of Clearwater
Attn: Procurement Division PO Box 4748
Clearwater FL 33758-4748
--------------------------------------------------------------------------------- For US Mail ------------------------------------------------------------------------------
---------------------------------------------- For Hand Deliveries, FEDEX, UPS or Other Courier Services ------------------------------------------------
SEALED RESPONSE
Submitted by:
Company Name:
Address:
City, State, Zip:
RFQ #34-23, Engineer of Record Consulting Services
Due Date: May 2, 2023, at 10:00 A.M.
City of Clearwater
Attn: Procurement Division
100 S Myrtle Ave 3rd Fl
Clearwater FL 33756
---------------------------------------------- For Hand Deliveries, FEDEX, UPS or Other Courier Services------------------------------------------------
1
Exhibit D
RFQ #34-23
Sample Agreement
This AGREEMENT is made and entered into on the _____ day of __________ 20___ by and
between the City of Clearwater, Florida (CITY) and _______________ (CONSULTANT).
WITNESSETH:
WHEREAS, the CITY desires to engage the CONSULTANT to perform certain professional
services pertinent to such work in accordance with this Agreement; and
WHEREAS, the CONSULTANT desires to provide such professional services in accordance with
this Agreement; and
WHEREAS, in accordance with the competitive selection process described in Section 287.055 of
the Florida Statutes, the CITY selected the CONSULTANT based on Request For Qualifications
(“RFQ”) #34-23 and responses by the CONSULTANT to RFQ #34-23.
NOW, THEREFORE, in consideration of the mutual promises contained herein and other good
and valuable consideration, the Parties agree that the above terms, recitals, and representations are
true and accurate and are incorporated herein by reference, and the Parties further agree as follows:
1.0 GENERAL SCOPE OF THIS AGREEMENT
The relationship of the CONSULTANT to the CITY will be that of a professional
consultant, and the CONSULTANT will provide the professional and technical services
required under this Agreement in accordance with acceptable engineering practices, by
exercising the skill and ability ordinarily required of engineers performing the same or
similar services, under the same or similar circumstances, in the State of Florida, and
ethical standards.
2.0 PROFESSIONAL TECHNICAL SERVICES
2.1 It shall be the responsibility of the CONSULTANT to work with and for the CITY to
perform an array of services for the City as set forth in RFQ #34-23, Scope of Services.
2.2 The CONSULTANT’S services under this Agreement will be provided under a project
specific Work Order(s). Each Work Order will include the services for a single project,
phase, task or assignment, and will contain a mutually agreed-upon detailed scope of
services, project goals, fee and schedule of performance in accordance with applicable
fiscal and budgetary constraints. Work Orders will be incorporated by reference and
attached hereto this Agreement.
2
Total compensation for all services shall not exceed $__________ unless specifically
authorized by the City Council.
See Work Order attached hereto as Exhibit _____.
2.3 The CONSULTANT shall maintain an adequate and competent staff of professionally
qualified personnel available to the CITY for the purpose of rendering the required
engineering and/or consultant services hereunder and shall diligently execute the work to
meet the completion time established in the Work Orders. The CONSULTANT shall notify
the CITY by U.S. Mail addressed to the City Engineer of any changes in company contact
information, including but not limited to contact phone, address, project manager, email
addresses, etc.
2.4 The CITY reserves the right to enter into contracts with other engineering and/or architect
firms for similar services. The CONSULTANT will, when directed to do so by the CITY,
coordinate and work with other engineering and/or architectural firms retained by the
CITY.
2.5 The CITY reserves the right to remove any and all projects, phases, tasks, or assignments
related to this Agreement. The CITY further reserves the right to enter into contracts with
other engineering firms for services related to such projects, phases, tasks, or assignments.
The CONSULTANT will, when directed to do so by the CITY, coordinate and work with
other firms retained by the CITY.
3.0 PERIOD OF SERVICES
3.1 The CONSULTANT shall begin work promptly after receipt of a fully executed Work
Order. Receipt of a fully executed Work Order shall constitute written notice to proceed.
3.2 If the CONSULTANT’S services are delayed for reasons beyond the CONSULTANT’S
control, the time of performance shall be adjusted as appropriate.
3.3 It is the intent of the parties hereto that this Agreement continue in force for a period not
to exceed to __________ years, subject to the provisions for termination contained herein.
Assignments that are in progress at the Termination Date shall be completed by the
CONSULTANT unless specifically terminated by the CITY. Should the CONSULTANT
be in the progress of completing work under this Agreement at the Termination Date, this
Agreement shall continue with all terms, conditions and obligations being in full force and
effect until such time as the work is completed. All provisions expressly intended to survive
termination shall do so.
4.0 PROFESSIONAL SERVICES/CONSULTANT’S COMPETITIVE
NEGOTIATION ACT (CCNA)
Professional Services provided under this Agreement are within the scope of the practice
of architecture, landscape architecture, professional engineering, or registered land
3
surveying and mapping, as defined by the laws of the State of Florida. Provisions of F.S.
287.055 apply.
5.0 GENERAL CONSIDERATIONS
5.1 All documents including field books, drawings, specifications, calculations, geotechnical
investigation reports, etc., used in the preparation of the work shall be supplied by the
CONSULTANT and shall become the property of the CITY. The CITY acknowledges that
such documents are not intended or represented to be suitable for use by the CITY or others
for purposes other than those for which the documents are prepared. Any reuse of these
documents without written verification or adaptation by the CONSULTANT for the
specific purpose intended will be at the CITY’s sole risk without liability or legal exposure
to the CONSULTANT.
5.2 The CONSULTANT shall prepare preliminary construction cost estimates with each
design submittal to verify the proposed design is within the City project budgets. The
CONSULTANT shall prepare a final estimate of probable construction costs, following
CITY approval of the bid documents and other pre-bid activities. The CITY hereby
acknowledges that estimates of probable construction costs cannot be guaranteed, and such
estimates are not to be construed as a promise that designed facilities will not exceed a cost
limitation.
5.3 The CONSULTANT will provide expert witnesses, if required, to testify in connection
with any suit at law. A supplemental agreement will be negotiated between the CITY and
the CONSULTANT describing the services desired and providing a basis for compensation
to the CONSULTANT.
5.4 Upon the CONSULTANT’S written request, the CITY will furnish or cause to be furnished
such reports, studies, instruments, documents, and other information as the
CONSULTANT and CITY mutually deem necessary.
5.5 The CITY and the CONSULTANT each bind themselves and their successors, legal
representatives, and assigns to the other party to this Agreement and to the partners,
successors, legal representatives and assigns of each other party, in respect to all covenants
of this Agreement; and, neither the CITY nor the CONSULTANT will assign or transfer
its interest in this Agreement without written consent of the other.
5.6 To the fullest extent permitted by law, the CONSULTANT agrees to indemnify and hold
harmless the CITY, and its officers and employees, from liabilities, damages, losses, and
costs, including, but not limited to, reasonable attorneys’ fees, to the extent caused by the
negligence, recklessness, or intentionally wrongful conduct of the CONSULTANT and
other persons employed or utilized by the CONSULTANT in the performance of this
CONSULTANT under this AGREEMENT. Notwithstanding any provision herein to the
contrary, this paragraph shall not be construed as a waiver of any immunity to which CITY
is entitled or the extent of any limitation of liability pursuant to § 768.28, Florida Statutes.
Furthermore, this provision is not intended to nor shall it be interpreted as limiting or in
any way affecting any defense CITY may have under § 768.28, Florida Statutes or as
4
consent to be sued by third parties. The obligations under this paragraph shall expressly
survive termination or expiration of this Agreement.
5.7 The CONSULTANT agrees not to engage the services of any person or persons in the
employ of the CITY to an allied capacity, on either a full or part-time basis, on the date of
the signing of this Agreement, or during its term.
5.8 Key personnel assigned to CITY projects by the CONSULTANT shall not be removed
from the projects until alternate personnel acceptable to the CITY are approved in writing
by the CITY. Key personnel are identified as: Project Manager and technical experts.
5.9 The CONSULTANT shall attach a brief status report on the projects with each request for
payment.
5.10 Unless otherwise required by law or judicial order, the CONSULTANT agrees that it shall
make no statements, press releases or other public communication concerning this
Agreement or its subject matter or otherwise disclose or permit to be disclosed any of the
data, technical processes, business affairs or other information obtained or furnished in the
conduct of work under this Agreement without first notifying the CITY and securing its
consent in writing. The CONSULTANT also agrees that it shall not publish copyright or
patent any of the site-specific data or reports furnished for or resulting from work under
this Agreement. This does not include materials previously or concurrently developed by
the CONSULTANT for “In House” use. Only data and reports generated by the
CONSULTANT under this Agreement shall be the property of the CITY.
5.11 Public Records. The CONSULTANT will be required to comply with Section 119.0701,
Florida Statutes, as may be amended from time to time, specifically to:
IF THE CONSULTANT HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONSULTANT’S DUTY TO PROVIDE PUBLIC RECORDS RELATING
TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC
RECORDS AT: 727-562-4092, Rosemarie.Call@myclearwater.com, 600
Cleveland Street, Suite 600, Clearwater, FL 33755.
CONSULTANT shall comply with the following:
a) Keep and maintain public records required by the City of Clearwater (hereinafter
“public agency”) to perform the service being provided by the contractor
hereunder.
b) Upon request from the public agency’s custodian of public records, provide the
public agency with a copy of the requested records or allow the records to be
inspected or copied within a reasonable time at a cost that does not exceed the
cost provided for in Chapter 119, Florida Statutes, as may be amended from time
to time, or as otherwise provided by law.
5
c) Ensure that the public records that are exempt or confidential and exempt from
public records disclosure requirements are not disclosed except as authorized by
law for the duration of the contract term and following completion of the contract
if the contractor does not transfer the records to the public agency.
d) Upon completion of the contract, transfer, at no cost, to the public agency all public
records in possession of the contractor or keep and maintain public records
required by the public agency to perform the service. If the contractor transfers all
public records to the public agency upon completion of the contract, the contractor
shall destroy any duplicate public records that are exempt or confidential and
exempt from public records disclosure requirements. If the contractor keeps and
maintains public records upon completion of the contract, the contractor shall meet
all applicable requirements for retaining public records. All records stored
electronically must be provided to the public agency, upon request from the public
agency’s custodian of public records, in a format that is compatible with the
information technology systems of the public agency.
e) A request to inspect or copy public records relating to a public agency’s contract
for services must be made directly to the public agency. If the public agency does
not possess the requested records, the public agency shall immediately notify the
contractor of the request and the contractor must provide the records to the public
agency or allow the records to be inspected or copied within a reasonable time.
f) The contractor hereby acknowledges and agrees that if the contractor does not
comply with the public agency’s request for records, the public agency shall
enforce the contract provisions in accordance with the contract.
g) A contractor who fails to provide the public records to the public agency within a
reasonable time may be subject to penalties under Section 119.10, Florida Statutes.
h) If a civil action is filed against a contractor to compel production of public records
relating to a public agency’s contract for services, the court shall assess and award
against the contractor the reasonable costs of enforcement, including reasonable
attorney fees, if:
1. The court determines that the contractor unlawfully refused to comply with the
public records request within a reasonable time; and
2. At least 8 business days before filing the action, the plaintiff provided written
notice of the public records request, including a statement that the contractor has
not complied with the request, to the public agency and to the contractor.
Vv2015.mm
i) A notice complies with subparagraph (h)2. if it is sent to the public agency’s
custodian of public records and to the contractor at the contractor’s address listed
on its contract with the public agency or to the contractor’s registered agent.
Such notices must be sent by common carrier delivery service or by registered,
Global Express Guaranteed, or certified mail, with postage or shipping paid by
the sender and with evidence of delivery, which may be in an electronic format.
A contractor who complies with a public records request within 8 business
days after the notice is sent is not liable for the reasonable costs of
enforcement.
6.0 COMPENSATION
6.1 The CONSULTANT shall be compensated for services rendered under this Agreement
in accordance with the provisions of each Work Order, upon presentation of
CONSULTANT’S invoice and as provided in this Agreement.
6.2 Compensation for services shall be invoiced by the CONSULTANT and paid by the
CITY in accordance with the Florida Local Government Prompt Payment Act, § 218.70,
Florida Statutes.
6.3 The CONSULTANT agrees to allow full and open inspection of payroll records and
expenditures in connection with hourly rate and cost-plus fixed fee work assignments
upon request of the CITY.
7.0 PROHIBITION AGAINST CONTINGENT FEES
The CONSULTANT warrants that it has not employed or retained any company or
person, other than a bona fide employee working solely for the CONSULTANT to solicit
or secure this Agreement and that it has not paid or agreed to pay any person, company,
corporation, individual, or firm, other than a bona fide employee working for the
CONSULTANT any fee, commission, percentage, gift, or any other consideration,
contingent upon or resulting from the award or making of this Agreement.
8.0 TERMINATION FOR CAUSE
This Agreement may be terminated by either party with seven (7) days prior written
notice, in the event of substantial failure to perform in accordance with the terms hereof
by the other party through no fault of the terminating party. If this Agreement is
terminated, the CONSULTANT shall be paid in accordance with the provisions of
outstanding Work Orders for all work performed up to the date of termination.
9.0 SUSPENSION, CANCELLATION, OR ABANDONMENT
If the project described in any Work Order is suspended, canceled, or abandoned by the
CITY, without affecting any other Work Order or this Agreement, the CONSULTANT
shall be given five (5) days prior written notice of such action and shall be compensated
Vv2015.mm
for professional services provided up to the date of suspension, cancellation, or
abandonment.
10.0 GOVERNING LAW
This Agreement shall be administered and interpreted under the laws of the State of
Florida. The exclusive venue for any proceeding or suit in law or equity arising from or
incident to this Agreement will be in Pinellas County Florida.
11.0 TERMINATION FOR CONVENIENCE
Either the CITY or the CONSULTANT may terminate the Agreement at any time by
giving written notice to the other of such termination and specifying the effective date
of such termination at least thirty (30) days before said termination date. If the
Agreement is terminated by the CITY as provided herein, the CONSULTANT will be
paid for services rendered through the date of termination.
12.0 PUBLIC ENTITY CRIMES
Pursuant to Florida Statute § 287.132-133, the City of Clearwater, as a public entity,
may not accept any proposal from, award any contract to, or transact any business in
excess of the threshold amount provided in § 287.017, F.S., for Category Two (currently
$35,000) with any person or affiliate on the convicted vendor list for a period of 36
months from the date that person or affiliate was placed on the convicted vendor list
unless that person of affiliate has been removed from the list pursuant to § 287.133
(3)(f), F.S. By submitting a proposal, CONSULTANT is certifying that Florida Statute
287.132 and 287.133 does not restrict submission.
13.0 SCRUTINIZED COMPANIES AND BUSINESS OPERATIONS
The CONSULTANT will be required to comply with Section 287.135, Florida Statues,
specifically by executing the forms provided (attached).
14.0 RFQ #34-23, TERMS AND CONDITIONS
All terms and conditions as set forth in RFQ #34-23, Terms of Conditions are
incorporated by reference and hereto attached as Exhibit _____.
15.0 ORDER OF PRECEDENCE
Any inconsistency in documents relating to this Agreement shall be resolved by giving
precedence in the following order: (i) this Agreement and subsequent Amendments; (ii)
RFQ #34-23, Terms and Conditions; and (iii) Work Orders.
16.0 INSURANCE REQUIREMENTS
Insurance Requirements are set forth in Exhibit _____, which is incorporated by
reference and attached hereto.
Vv2015.mm
17.0 TERMINATION FOR LACK OF FUNDING
The CITY’S performance and obligation to pay under this Agreement is contingent
upon an annual appropriation by the Clearwater City Council. In the event the
Clearwater City Council does not appropriate funds for CITY to perform its obligations
hereunder, CITY may terminate this Agreement upon thirty (30) days written notice to
CONSULTANT.
18.0 E-VERIFY
CONSULTANT and its Subcontractors shall register with and use the E-Verify system
to verify the work authorization status of all newly hired employees. CONSULTANT
will not enter into a contract with any Subcontractor unless each party to the contract
registers with and uses the E-Verify system. Subcontractor must provide
CONSULTANT with an affidavit stating that Subcontractor does not employ, contract
with, or subcontract with an unauthorized alien. CONSULTANT shall maintain a copy
of such affidavit.
The CITY may terminate this Agreement on the good faith belief that CONSULTANT
or its Subcontractors knowingly violated Florida Statutes 448.09(1) or 448.095(2)(c). If
this Agreement is terminated pursuant to Florida Statute 448.095(2)(c),
CONSULTANT may not be awarded a public contract for at least 1 year after the date
of which this Agreement was terminated. CONSULTANT is liable for any additional
costs incurred by the CITY as a result of the termination of this Agreement.
See Section 448.095, Florida Statutes (2020).
[Remainder of Page Intentionally Left Blank]
Vv2015.mm
IN WITNESS WHEREOF, the parties hereto have made and executed this Agreement on the
date and year first above written.
_______________________________________
(_______________)
By: ______________________________
Print Name: ____________________
Title: __________________________
WITNESS:
By: ______________________________
Print Name: ____________________
Countersigned: CITY OF CLEARWATER
___________________________ ______________________________
Jennifer Poirrier
Mayor Interim City Manager
Approved as to form: Attest:
___________________________ ______________________________
Jerrod Simpson Rosemarie Call
Sr. Assistant City Attorney City Clerk
1)Advanced Engineering & Design, Inc.2)AECOM Technical Services, Inc.
3931 68th Avenue 7650 W. Courtney Campbell Causeway
Pinellas Park, FL 33781 Tampa, FL 33607
727.526.9158 813.765.9829
*Certified SBE
3)American Infrastructure Development, Inc.4)Ardurra Group, Inc.
3810 Northdale Blvd., Suite 170 4921 Memorial Highway, Suite 300
Tampa, FL 33624 Tampa, FL 33634
813.374.2200 813.880.8881
*Certified D/SBE
5)Atkins North America, Inc.6)Biller Reinhart Engineering Group, Inc.
4030 West Boy Scout Blvd., Suite 700 3434 Colwell Avenue, Suite 100
Tampa, FL 33607 Tampa, FL 33614
813.282.7275 813.908.7203
*Certified SBE
7)Black & Veatch Corporation 8)Brown and Caldwell
1715 N. Westshore Blvd., Suite 725 5405 Cypress Center Drive, Suite 250
Tampa, FL 33607 Tampa, FL 33609
813.282.4189 813.371.9400
9)CALTRAN Engineering Group, Inc.10)Carollo Engineers, Inc.
790 NW 107 Avenue, Suite 200 101 East Kennedy Blvd., Suite 700
Miami, FL 33172 Tampa, FL 33602
786.456.7700 813.888.9572
*Certified W/M/SBE
11)CHA Consulting, Inc.12)Chen Moore and Associates, Inc.
3507 East Frontage Road, Suite 180 3001 North Rocky Point Drive East, Suite 200
Tampa, FL 33607 Tampa, FL 33607
813.549.0919 813.345.5965
13)Colliers Engineering & Design 14)CPH Consulting, LLC
dba Maser Consulting dba CPH LLC
5471 West Waters Avenue, Suite 100 5601 Mariner Street, Suite 105
Tampa, FL 33634 Tampa, FL 33609
813.207.1061 813.288.0233
15)Cumbey and Fair, Inc.16)Driggers Engineering Services, Inc.
2463 Enterprise Rd.12220 49th Street North
Clearwater, FL 33763 Clearwater, FL 33762
727.797.8982 727.571.1313
Due/Opening: May 2, 2023; 10:00 a.m.
REQUEST FOR QUALIFICATIONS No. 34-23
Engineer of Record Consulting Services, Page 1 of 4
REVISED Solicitation Response Listing
FOR THE CITY OF CLEARWATER
*Highlighted firms are not selected for the 8/1/23-7/31/27 EOR continuing services.
Those with no notes, are renewed/selected incumbents.
New
New
New
New
17)DRMP, Inc.18)Eastern Engineering Group
15310 Amberly Drive, Suite 200 3401 NW 82nd Avenue
Tampa, FL 33647 Doral, FL 33122
813.265.9800 305.599.8133
19)Engineering Design Technologies Corp.20)Engineering Matrix, Inc.
P.O. Box 152403 2860 Scherer Drive North, Suite 640
Tampa, FL 33684 St. Petersburg, FL 33716
813.289.8080 727.573.4656
*Certified SBE
21)EnSafe, Inc.22)EnviroTrac Ltd.
5724 Summer Trees Drive 5309 Commerce Park Blvd.
Memphis, TN 38134 Tampa, FL 33610
901.372.7962 813.626.8443
23)First Line Coastal, LLC 24)Florida Design Consultants ,Inc.
8586 Potter Park Drive 20525 Amberfield Dr., Suite 201
Sarasota, FL 34238 Land O' Lakes, FL 34638
941.320.0241 727.849.7588
*Certified SBE
25)George F. Young, Inc.26)Geosyntec Consultants, Inc.
299 Dr. Martin Luther King Jr. Street North 900 Broken Sound Parkway, Suite 200
St. Petersburg, FL 33704 Boca Raton, FL 33487
727.822.4317 561.995.0900
27)Griner Engineering, Inc.28)Halff Associates, Inc.
3125 5th Avenue North, Suite 300 1000 North Ashley Drive, Suite 900
St. Petersburg, FL 33713 Tampa, FL 33602
727.822.2335 813.620.4500
29)Hazen and Sawyer 30)HDR Engineering, Inc.
1000 N. Ashley Drive, Suite 1000 1917 S 67th STreet
Tampa, FL 33602 Omaha, NE 68016
813.630.4498 813.282.2300
31)Infrastructure Consulting & Engineering, PLLC 32)Iteris, Inc.
110 Midlands Court 1250 S. Capital of Texas Hwy, Bldg 1, Suite 330
West Columbia, SC 29169 Austin, TX 78746
813.330.2701 813.319.3790
FOR THE CITY OF CLEARWATER
Due/Opening: May 2, 2023; 10:00 a.m.
REQUEST FOR QUALIFICATIONS No. 34-23
Engineer of Record Consulting Services, Page 2 of 4
REVISED Solicitation Response Listing
New
New New
New New
New
New
New New
33)Jones Edmunds & Associates, Inc.34)Kennedy/Jenks Consultants, Inc.
730 NE Waldo Road 2202 N. Westshore Blvd., Suite 200
Gainesville, FL 32641 Tampa, FL 33607
813.258.0703 941.413.0615
35)Land & Water Engineering Science Inc 36)Lighthouse Engineering Inc
8950 Dr MLK Jr St N, Ste 205 701 Enterprise Rd E, Ste 410
St. Petersburg, FL 33702 Safety Harbor, FL 34695
727.202.8958 727.726.7856
Certified: SBE Certified: SBE
37)Long & Associates Architects/Engineers Inc 38)McKim & Creed, Inc
4525 S Manhattan Ave 1365 Hamlet Ave
Tampa, FL 33611 Clearwater, FL 33756
813.839.0506 727.442.7196
Certified: SBE
39)Mead & Hunt 40)Metric Engineering, Inc
2203 N Lois Ave, Ste 1200 13940 SW 136th St
Tampa, FL 33607 Miami, FL 33186
813.210.8743 305.235.5098
Certified: MBE
41)Moffatt & Nichol, Inc 42)Native Engineer, PLLC
501 E Kennedy Blvd, Ste 1910 18856 North Dale Mabry Highway
Tampa, FL 33602 Lutz, FL 33548
813.258.8818 813.536.2539
43)Patrick Engineering Inc 44)Pennoni Associates Inc
13450 W Sunrise Blvd 5755 Rio Vista Dr.
Sunrise, FL 33323 Clearwater, FL 33760
630.795.7200 727.536.8772
45)Reuben Carlson Consulting, Inc 46)Stantec Consulting Services Inc
780 94th Ave N, Ste 102 dba Stantec
St. Petersburg, FL 33702 380 Park Place Blvd, Ste 300
727.895.4717 Clearwater, FL 33759
727.531.3505
47)Terracon Consultants, Inc 48)Tetra Tech, Inc
3463 W Waters Ave 201 E Pine St., Ste 1000
Tampa, FL 33634 Orlando, FL 32801
813.321.0313 407.839.3955
REVISED Solicitation Response Listing
FOR THE CITY OF CLEARWATER
Due/Opening: May 2, 2023; 10:00 a.m.
REQUEST FOR QUALIFICATIONS No. 34-23
Engineer of Record Consulting Services, Page 3 of 4
New
New
New
New New
49)Thornton Tomasetti, Inc 50)Tierra, Inc.
400 N Ashley Dr., Ste 2125 7351 Tenoke Terrace Hwy
Tampa, FL 33602 Tampa, FL 33637
813.906.1250 813.989.1354
Certified: MBE
51)TranSystems Corporation 52)V&A Consulting Engineers, Inc
dba TranSystems Corporation Consultants dba Metzger + Willard, Inc
565 S Hercules Ave 8600 Hidden River PKWY, Ste 550
Clearwater, FL 33764 Tampa, FL 33637
813.822.4151 813.977-6005
Certified: WBE
53)Vinco Engineering, LLC 54)Wright-Pierce, Inc
8821 Chesterton Pl 3820 Northdale Blvd, Ste 109A
Tampa, FL 33635 Tampa, FL 33624
386.627.6751 800.422.1095
*Certified W/M/SBE
55)WSP USA Inc.
5411 SkyCenter Dr., Ste 650
Tampa, FL 33607
813.520.4444
ADVERTISED: TAMPA BAY TIMES 4/5/2023
POSTED:myclearwater.com 03/30/23-05/02/23
Due/Opening: May 2, 2023; 10:00 a.m.
Engineer of Record Consulting Services, Page 4 of 4
REVISED Solicitation Response Listing
FOR THE CITY OF CLEARWATER
REQUEST FOR QUALIFICATIONS No. 34-23
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0796
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Engineering Department
Agenda Number: 7.3
SUBJECT/RECOMMENDATION:
Approve the Drainage Easement conveyance request from Dolphin Harbour Development of
Island Estates, LLC., to install, repair, and maintain drainage utilities on real property located at
125 Island Way, Clearwater, Pinellas County, Florida. (consent)
SUMMARY:
The property owners shall convey a 10 ft. x 92 ft. perpetual drainage easement to the City.
This is the third request from this parcel's development on vacation/easements from the city.
The first was for a stormwater easement vacation, the second request relocated the first
(stormwater easement) to the Northern border, and the third (current easement) is needed to
connect the second to city stormwater infrastructure in the ROW.
This additional easement is necessary to avoid existing city utilities.
All said utilities will be placed within this easement.
City staff have reviewed and approved this request.
Page 1 City of Clearwater Printed on 7/10/2023
565 SOUTH HERCULES AVENUE
CLEARWATER, FL 33764
phone 727.822.4151
WWW.TRANSYSTEMS.COM
LICENSED BUSINESS NUMBER 8103
EXHIBIT "A"
ISLAND WAY565 SOUTH HERCULES AVENUE
CLEARWATER, FL 33764
phone 727.822.4151
WWW.TRANSYSTEMS.COM
LICENSED BUSINESS NUMBER 8103
EXHIBIT "A"
565 SOUTH HERCULES AVENUE
CLEARWATER, FL 33764
phone 727.822.4151
WWW.TRANSYSTEMS.COM
LICENSED BUSINESS NUMBER 8103
EXHIBIT "A"
ISLAND WAY565 SOUTH HERCULES AVENUE
CLEARWATER, FL 33764
phone 727.822.4151
WWW.TRANSYSTEMS.COM
LICENSED BUSINESS NUMBER 8103
EXHIBIT "A"
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0813
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Engineering Department
Agenda Number: 7.4
SUBJECT/RECOMMENDATION:
Approve Supplemental One Work Order to Mead and Hunt, Inc. of Tampa, FL, for the Citywide
Transportation Mobility Assessment (21-0036-EN) in the amount of $146,000 increasing the
value from $352,800 to $498,800 pursuant to Request for Qualifications (RFQ) 26-19, Engineer
of Record Continuing Services (EOR), and authorize the appropriate officials to execute same.
(consent)
SUMMARY:
June 20, 2019, City Council approved RFQ 26-19, EOR Continuing Services, with Mead & Hunt
as one of the awarded firms.
January 20, 2022, City Council approved the initial work order in the amount of $352,800 for the
Citywide Transportation Mobility Assessment, an evaluation of key components of mobility
including existing data collection, traffic software models, and analyses to document current
transportation system performance. With the assessment, the City was provided tools to
evaluate proposed changes to our transportation system and furthered our ability to evaluate
portions of the city and even the entire city. The existing conditions effort included development
of special event traffic management plans, reviewing FDOT signal timing plans, assessing
optimal intersection traffic control needs and identifying physical or operational improvements
at congested intersections. The future conditions effort focused on both a holistic look at future
citywide mobility needs dependent on proposed and forecasted future travel needs / demand,
complete streets implementation, beach front traffic street patterns and developments,
east-west mobility needs and alternatives, and intermodal integration of the proposed PSTA
Multimodal Center. The outcome will identify realistic and innovative transportation investments,
capital programming, and project prioritization.
As the City continues to grow and develop, new private developments are proposed, and
adjacent entities (County, City, FDOT, PTSA, etc.) continue to grow, the City’s mobility
assessments must also continue to be evaluated. The citywide traffic model developed under
this task order will continue to be modified and evaluated as the baseline for future
improvements and modifications and includes multimodal gaps analysis to determine the
difference between existing conditions and future, proposed transportation visions.
The mobility assessment effort is anticipated to be completed by the end of the year,
December 2023.
APPROPRIATION CODE AND AMOUNT:
ENRD180005-STDY-PROSVC
Funds are available in Capital Improvement Project ENRD180005, City-wide Intersection
Improvements, to fund the work order.
Page 1 City of Clearwater Printed on 7/10/2023
Consultant Work Order Page 1 of 9 Revised:6/21/2023
Mead & Hunt, Inc. City of Clearwater
SUPPLEMENTAL WORK ORDER No. 1
Date: June 29, 2023
1. PROJECT INFORMATION:
Project Title: CitywideVehicularTransportation Mobility
Assessment
City Project Number:21‐0036‐EN
City Plan Set Number:
Consultant Project Number:
2. SCOPE OF SERVICES:
The City of Clearwater, Traffic Division, is requesting Mead & Hunt, Inc. (Consultant)
perform a Citywide Vehicular Transportation and Mobility Assessment for Existing and
Future Conditions.
The Traffic division is responsible for the planning, geometric design and traffic operations
of streets and highways, their networks, terminals, abutting lands, relationships with
other modes of transportation and the city's traffic calming program. It reviews plans of
developments and impact on adjacent street systems, initiates street lighting, administers
multimodal impact fees, conducts traffic studies, analyzes accident problems, reviews
public concerns and complaints, and coordinates and maintains the Computerized Traffic
Control System.
The key components of a mobility assessment are data collection, development of traffic
software models, and analyses to serve as a baseline for how the system is operating.
With the assessment, the City will be provided the tools to evaluate any and all
proposed changes to the transportation system and given the flexibility to perform the
evaluation for the entire City or for a specific area of the City.
The citywide traffic model developed under this task order would serve as the baseline
for tasks throughout the City of Clearwater including:
Developing special event traffic management strategies (e.g., signal timing, satellite
parking, shuttles)
Check the performance of the FDOT signal timing plans and impacts to the City
Consultant Work Order Page 2 of 9 Revised:6/21/2023
SUPPLEMENTAL1 WORK ORDER
Citywide Vehicular Transportation Mobility Study
21‐0036‐EN Mead & Hunt, Inc. City of Clearwater
Identify if there are any traffic signals that should be removed or converted to a
different type of control that may be safer, more efficient or cost effective (from a
budgeting standpoint for maintenance and operations)
Performing congested Intersection Studies
The existing conditions documentation and analysis would serve as the baseline for a
future conditions assessment prioritizing urgent transportation planning needs
throughout the City of Clearwater including:
Evaluating future land use scenarios (e.g. approved developments and proposed
zoning changes) on travel demand and providing inputs to the future year traffic
operations model
Evaluation of implementation of Complete Street Design Standards (e.g., road diet
capacity reductions) and performance of alternative modes (e.g., transit travel
times, person‐throughput)
Evaluating beach front street patterns and one‐way vs two‐way study
Conducting an East‐West Corridor Mobility Study
Evaluating the optimal location and impact of the PTSA mobility hub (traffic and
transit circulation and connectivity)
Prioritizing and programming projects to meet short‐ and long‐term transportation
priorities.
Mead & Hunt, Inc. proposes to provide the following additional services to develop the
Citywide Vehicular and Transportation Mobility Assessment:
Phase II FUTURE CITYWIDE TRANSPORTATION MOBILITY ASSESSMENT
Task 2.1 – DEVELOP FUTURE YEAR TRAVEL DEMAND
CONSULTANT will review and comment on new development / site plan
projects not included in the original mobility study such as traffic impact
studies prepared by others and changes in comprehensive plans/ zoning to
ensure/ update traffic forecasts in accordance with industry standards such as
the ITE Trip Generation Manual and the Tampa Bay Regional Travel Model.
The CONSULTANT will update the citywide traffic operations model
accordingly for 2025 and 2045 scenarios.
Task 3.1 ‐ FUTURE YEAR VEHICULAR TRAFFIC MODELS AND MOBILITY PERFORMANCE
MEASURES
The CONSULTANT will conduct independent study checks including traffic data
collection, traffic capacity analysis including level of service/ delay/ queuing,
Consultant Work Order Page 3 of 9 Revised:6/21/2023
SUPPLEMENTAL1 WORK ORDER
Citywide Vehicular Transportation Mobility Study
21‐0036‐EN Mead & Hunt, Inc. City of Clearwater
site trip generation, trip assignment, traffic safety analysis, site access and
circulation evaluation, traffic mitigation, and technical reports and
presentation.
TASK 4.1– MULTIMODAL TRANSIT CENTER (MTC) CONNECTIVITY AND CIRCULATION
ASSESSMENT
The CONSULTANT will review traffic operation studies including roadway plans/ traffic
analysis by other agencies (e.g. FDOT, PSTA, Pinellas County, Forward Pinellas) traffic
signal warrant analyses; review of signal timing optimization plans; traffic signals, signing
and marking construction plans; and develop Concept/Preliminary Design documentation
addressing recommended mitigation measures and ensure they align with the mobility
goals in the City’s Comprehensive Plan.
TASK 5.1 PROJECT PRIORITIZATION:
CONSULTANT will assist the City in the development/preparation of grant applications
specific to the Urban Traffic Signal Computer System and Intelligent Transportation
System innovative applications, and multi‐modal transportation planning initiatives for
ADA, Bike and Trail, micro‐mobility, Transit TSP, complete streets, and others. Consultant
will develop concepts and procurement strategy for delivery of systems. Consultant will
assist the City with reporting of grant implementation to grantee agency. The Safe Streets for All and PROTECT grant will include all necessary elements such as
Merit Criteria
Vulnerability and Risk
Criticality to the Community
Design Elements
Public Engagement, Partnerships, and Collaboration
Equity and Justice40
Climate Change and Sustainability
Schedule and Budget
Innovation
Benefit‐Cost Analysis
FHWA Priority Considerations
Safety ‐ Opportunity to reduce serious and fatal crashes.
Economic Strength & Global Competitiveness – Supports the creation of good‐paying
jobs.
Consultant Work Order Page 4 of 9 Revised:6/21/2023
SUPPLEMENTAL1 WORK ORDER
Citywide Vehicular Transportation Mobility Study
21‐0036‐EN Mead & Hunt, Inc. City of Clearwater
Equity ‐ Impacts are proportional to all populations, not disproportionate to
environmental justice communities, and addresses previously disproportionate impacts
to disadvantaged communities.
Climate & Sustainability ‐ Reduces greenhouse gas emissions, uses evidence‐based
resiliency measures, reduces lifecycle costs and pollutants, and avoids adverse effects to
natural resources.
Construction Readiness – should be ready to move into construction within 10 months.
3. PROJECT GOALS
The citywide traffic model developed under this task order would serve as the baseline
for tasks throughout the City of Clearwater and conduct a multimodal gaps analysis to
determine the difference between existing conditions and future transportation visions.
The key components of a mobility assessment are data collection, development of traffic
software models, and analyses to document current transportation system performance.
With the assessment, the city will be provided the tools to evaluate any and all proposed
changes to the transportation system and given the flexibility to perform the evaluation
for the entire City or for a specific area of the City.
The existing conditions effort will develop special event traffic management plans,
reviewing FDOT signal timing plan reviews, assessing optimal intersection traffic control
needs and identifying congested intersection physical or operational improvements. The
future conditions effort will develop a comprehensive and holistic look at future citywide
mobility needs including future travel demand, complete streets implementation, beach
front traffic street patterns, east‐west mobility needs and alternatives, and intermodal
integration of the mobility hub. The outcome will identify strategic transportation
investments, capital programming and project prioritization.
4. FEES:
See Attachment “A”
This price includes all labor and expenses anticipated to be incurred by Mead & Hunt for
the completion of these tasks in accordance with Professional Services Method “A” –
Hourly Rate, for a fee not to exceed One Hundred and Forty‐Six Thousand Dollars
($146,000).
Consultant Work Order Page 5 of 9 Revised:6/21/2023
SUPPLEMENTAL1 WORK ORDER
Citywide Vehicular Transportation Mobility Study
21‐0036‐EN Mead & Hunt, Inc. City of Clearwater
5. SCHEDULE:
The anticipated schedule from NTP is as follows:
Task Completion Date
Phase II Task 2.1: Future Travel Demand 4 weeks from NTP
Phase II Task 3.1: Mobility Assessment 8 weeks from NTP
Phase II Task 4.1: Multimodal Transit Center
Evaluation
12 weeks from NTP
Phase II Task 5.1: Prioritization and Grant Seeking 16 weeks from NTP
6. STAFF ASSIGNMENT:
Paul Silberman, PE, PTOE Vice President (Point‐of‐ Contact)
Keith Riniker, PE, PTOE Vice President
Ziad A. Sabra, PhD, PE, PTOE Senior Vice President
Chuck Huffine, PE, PTOE, AICP Senior Project Manager
Robin Fish, PE, PTOE, RSP1 Senior Engineer
Jyothi Paladugu, PE, PTOE Senior Project Manager
Rafey Subhani, PE, AICP Senior Project Manager
Allysha Lorber, PLA, AICP Senior Project Manager
Woody Hood, TOPS, TSOS, IMSA II Engineer IV
Chris Lees Engineer V
Joanna Bush, PE Engineer V
Gus Jordi, PE Engineer V
Jeff Weaver Engineer IV
Katie Masetti, PE, PTOE Engineer III
Jeff Wentz Engineer V
Brian Laverty, AICP Engineer IV
Jamie Kendrick, AICP Engineer IV
Bryon White, PE, PTOE Engineer IV
Kyle Roberts, PE, PTOE Engineer IV
Consultant Work Order Page 6 of 9 Revised:6/21/2023
SUPPLEMENTAL1 WORK ORDER
Citywide Vehicular Transportation Mobility Study
21‐0036‐EN Mead & Hunt, Inc. City of Clearwater
Josh Colson, PE, PTOE Engineer III
Roshan Singh, PE, PTOE Engineer III
Bailey Soplinski Engineer I
Matt O’Connell, GISP Senior Designer
Casen Keller Senior Designer
7. CORRESPONDENCE/REPORTING PROCEDURES:
ENGINEER’s project correspondence shall be directed to Paul Silberman (Project
Managers).
All CITY project correspondence shall be directed to Mr. David Lutz, P.E. with copies to
others as may be appropriate.
8. INVOICING/FUNDING PROCEDURES:
City Invoicing Code: ENRD180005‐STDY‐PROSVC
For work performed, invoices shall be submitted monthly to:
Attention: Jamie Gaubatez, Sr. Accountant
City of Clearwater, Engineering
PO Box 4748
Clearwater, Florida 33858‐4748
9. INVOICING PROCEDURES:
At a minimum, in addition to the invoice amount(s) the following information shall be
provided on all invoices submitted on the Work Order:
1. Purchase Order, Project and Invoice Numbers and Contract Amount.
2. The time (begin and end date) covered by the invoice.
3. A short narrative summary of activities completed in the time.
4. Contract billing method – Lump Sum or Hourly Rate.
5. If Lump Sum, the percent completion, amount due, previous amount earned and
total earned to date for all tasks (direct costs, if any, shall be included in lump sum
amount).
6. If Hourly Rate, hours, hourly rates, names of individuals being billed, amount due,
previous amount earned, the percent completion, total earned to date for each
task and other direct costs (receipts will be required for any single item with a cost
of $50 or greater or cumulative monthly expenses greater than $100).
7. If the Work Order is funded by multiple funding codes, an itemization of tasks and
invoice amounts by funding code.
Consultant Work Order Page 7 of 9 Revised:6/21/2023
SUPPLEMENTAL1 WORK ORDER
Citywide Vehicular Transportation Mobility Study
21‐0036‐EN Mead & Hunt, Inc. City of Clearwater
10. CONSIDERATIONS:
Consultant acknowledges the following:
1. The Consultant named above is required to comply with Section 119.0701, Florida
Statutes, where applicable.
2. All City directives shall be provided by the City Project Manager.
3. “Alternate equals” shall not be approved until City Project Manager agrees.
4. All submittals must be accompanied by evidence each has been internally checked
for QA/QC before providing to City.
5. Consultants/Contractors are not permitted to use City‐owned equipment (i.e.,
sampling equipment, etc.).
6. Documents posted on City website must ADA accessible.
11. SPECIAL CONSIDERATIONS:
Our work will consider coordination with, acknowledgement of, and reference to, all
applicable completed and current transportation studies, plans, policies and standing
committees as needed including:
• Advanced Transportation and Congestion Management Technologies
Deployment Initiative, Pinellas County
• Safe Streets Pinellas Vision Zero Resolution and Action Plan, Pinellas County,
March 2021
• Greenprint 2.0 City of Clearwater, 2021
• Downtown District & Design Standards, City of Clearwater, 2018
• Draft Intermodal Site Selection Analysis, City of Clearwater, 2016
• Clearwater Multimodal Transit Center (MTC), Pinellas Suncoast Transit Authority
(PSTA), 2021
• Fort Harrison Complete Street Study (2020) and Design (2022), City of Clearwater
• Beach Area Traffic Study, City of Clearwater, 2008
• Drew Street Corridor Study and Concept Evaluation, Pinellas County/ FDOT, 2021
• Pinellas County Ordinance 85‐14 Local Option Gas Tax
• City of Clearwater Code Section 4‐904. Mobility management system
• Pinellas County Multimodal Impact Fee Ordinance (Ord. 8805‐16, May 2016)
• Beach Parking Study, Desman Associates, 2021
• Downtown District & Design Standards Appendix C of the Community
Development Code City of Clearwater, Florida Adopted Ord. 9149‐18 August 2,
2018
• Complete Streets Implementation Plan, City of Clearwater (June 2019)
• Comprehensive Plan Update, and Update to Transportation Element, Multimodal
focus City of Clearwater
• Downtown Redevelopment Plan Update City of Clearwater (March 2018)
• Lake Belleview Walk Audit, City of Clearwater (June 2019)
Consultant Work Order Page 8 of 9 Revised:6/21/2023
SUPPLEMENTAL1 WORK ORDER
Citywide Vehicular Transportation Mobility Study
21‐0036‐EN Mead & Hunt, Inc. City of Clearwater
• Micromobility Code Amendments (Ord. 9348‐19, December 5, 2019) – Awaiting
City RFQ for Pilot Program in Downtown (not date established)
• Investment Corridors Discussion in conjunction with Pinellas County (September
2019)
• Shifting Gears Bicycle & Pedestrian Master Plan, City of Clearwater, (2006)
• Early Transportation Planning Work Program Update to Council (May 1, 2017)
• Placemaking Program, City of Clearwater (initiated 2019)
• SR 580 Corridor Planning and Concept Development Study from Alternative US
19/SR 595/Broadway to Tampa Road, FDOT, July 2021
• US 19 Frontage Roads Safety Action Plan, City of Clearwater, May 2021
• FDOT Bike/Ped Plan, 2020
• SR 60 Median/Ped Safety Improvements Gulf to Bay east of US 19 and McMullen
Booth Road, FDOT, 2021
• Harn Pedestrian Bridges, City of Clearwater 2021
• Courtney Campbell Causeway Trail Design, City of Clearwater, 2021
• Alt‐19 Corridor Study, Pinellas County, 2018
• Forward Pinellas Comprehensive Land Use and Transportation Plan, Pinellas
County
• Hercules Ave & Range Road Bicycle Improvement Project Multimodal Priority
Grant, Pinellas County, 2021
• Pinellas Trail Vision, Pinellas County, 2021
• Belcher Road @ Gulf to Bay Blvd Intersection Improvement Study, FDOT, 2021
• Belleair Road Multimodal Feasibility Study, Pinellas County, December 2019
• Pinellas County (Duke Energy) Trail North Gap, under construction
• Advantage Pinellas 2045 Long Range Transportation Plan and Countywide
Bicycle/ Pedestrian Plan, Pinellas County, 2020
• Innovative Transit Technologies Feasibility Study (Hyperloop, Air Taxi, Aerial
Gondolas), Tampa Bay Area Regional Transit Authority
• SR 60 Multimodal Implementation Plan, FDOT, 2016
• List of active Beach development projects including 325 Gulfview Boulevard
Extension
• Technical Coordinating Committee (TCC)
• Bicycle Pedestrian Advisory Committee (BPAC)
• Waterborne Transportation Committee
• City/Forward Pinellas/Pinellas County coordination meeting
• PSTA Coordination
• Interagency Signal Maintenance Agreement
• Citywide/ Countywide Crash and Traffic Count databases
Consultant Work Order Page 9 of 9 Revised:6/21/2023
SUPPLEMENTAL1 WORK ORDER
Citywide Vehicular Transportation Mobility Study
21‐0036‐EN Mead & Hunt, Inc. City of Clearwater
12. SIGNATURES:
PREPARED BY: APPROVED BY:
Ziad A. Sabra, PhD, PE, PTOE Tara Kivett, P.E.
Vice President City Engineer
Mead & Hunt, Inc. City of Clearwater
6/21/2023_
Date Date
ATTACHMENT“B”
CONSULTANT WORK ORDER – CITY DELIVERABLES
Citywide Vehicular and Transportation Mobility Study
21‐0036‐EN Mead & Hunt City of Clearwater
Consultant Work Order – City Deliverables Page 1 of 3 Revised:6/21/2023
SUPPLEMENTAL 1
WORK ORDER
ATTACHMENT A –
PROJECT FEES TABLE
Note 1 – This table represents the estimate fee per task – this contract is a time and material contract and will be invoiced in accordance with the original contract.
Task
Description Labor Consultant
Total
Phase II Task 2.1
Future Travel Demand $35,000 $35,000
Phase II Task 3.1
Future Year Travel Model
and Performance
Assessment
$35,000 $35,000
Phase II Task 4.1
Multimodal Transit Center $25,000 $10,000 $35,000
Phase II Task 5.1
Project Prioritization $36,000 $36,000
Subtotal
$141,000
6.1 Other Direct Costs
$5,000
$146,000
ATTACHMENT“B”
CONSULTANT WORK ORDER – CITY DELIVERABLES
Citywide Vehicular and Transportation Mobility Study
21‐0036‐EN Mead & Hunt City of Clearwater
Consultant Work Order – City Deliverables Page 2 of 3 Revised:6/21/2023
CONSULTANT WORK ORDER
CITY DELIVERABLES
1. FORMAT:
Any preliminary design plans shall be compiled utilizing the following methods:
1. City of Clearwater CAD standards.
2. Datum: Horizontal and Vertical datum shall be referenced to North American
Vertical Datum of 1988 (vertical) and North American Datum of 1983/90
(horizontal). The unit of measurement shall be the United States Foot. Any
deviation from this datum will not be accepted unless reviewed by City of
Clearwater Engineering/Geographic Technology Division.
2. DELIVERABLES:
The deliverables will include technical memoranda, graphics, review of reports,
calculations concepts, conference calls, meeting attendance. Consultant input may also
include tender/ requests for proposal preparation input, cost estimates, and /or
development of conceptual /preliminary design plans.
Example deliverables anticipated include:
Phase II
Task 2 – Future Travel Demand:
o Permit review memos, Traffic Impact Fee/ mitigation agreements, DRC review memos
Task 3 – Future Year Traffic Models and Mobility Performance Assessment:
o Technical memos / comments/ presentations on design projects and studies
within the City by others to City staff, elected officials and the public
o Development of concepts/preliminary design plans addressing recommended
mitigation measures for development projects/ traffic impact studies.
Task 4 – Multimodal Transit Center:
o Preparation of focused concept/preliminary design plans addressing
recommended mitigation measures for traffic calming and Vision Zero safety
improvements.
ATTACHMENT“B”
CONSULTANT WORK ORDER – CITY DELIVERABLES
Citywide Vehicular and Transportation Mobility Study
21‐0036‐EN Mead & Hunt City of Clearwater
Consultant Work Order – City Deliverables Page 3 of 3 Revised:6/21/2023
Task 5 Project Prioritization:
o Applications and supporting materials for grant funded projects and required
reporting, including the US DOT PROTECT grant for traffic signal infrastructure and
power upgrades
Final design plans will not be pre ared under this task. Only concept plans may be
required. If so, those plans will be produced digitally using a 24" x 36" plan format at a
scale of 1" = 20’ unless approved otherwise. Upon completion the consultant shall deliver
all drawing files in digital format.
Technical reports will be delivered digitally and in paper copies, if required.
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0759
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Fire Department
Agenda Number: 8.1
SUBJECT/RECOMMENDATION:
Authorize a purchase order to Bausch Enterprises Inc. of Stuart, FL, for the purchase of beach
lifeguard towers for Clearwater Fire and Rescue (CFR) beach lifeguard personnel in the
amount of $143,625.00, pursuant to Invitation to Bid #35-23 - Aluminum Lifeguard Towers, and
authorize the appropriate officials to execute same.
SUMMARY:
The Clearwater Beach Lifeguards supervise the beautiful two and half mile -long barrier island
beach with seven lifeguard towers. With the beach’s immaculate weather, there is also erosion
from salt water, wind, rain, and storms. Three of the lifeguard towers have met their length of
service and require replacement due to erosion.
Because of previous issues CFR has had with wood towers (costly materials and very heavy
to move), CFR did some research and talked to other coastal agencies and found that
complete aluminum towers using powder coated marine grade materials with all stainless-steel
marine grade hardware was not only a better option but much more cost efficient. These types
of towers are light weight construction, best for durability and completely customizable. CFR
was informed that fiberglass towers were difficult to repair damages and were being phased
out and that Pinellas County has purchased several Bausch Aluminum Lifeguard Towers and
plans to phase out traditional wood towers.
In January 2023, CFR went out for quotes for complete aluminum towers and when the quotes
were received, only one vendor met these requirements - see below:
·Post and Beam- $98,000.00 each (Wood)
·Apex-$41,058.00 each (Fiberglass) - shipped from California (not included in price).
·Bausch- $45,800.00 each (Aluminum)
Since CFR was unable to purchase three towers under a small purchase, Procurement issued
a formal bid trying to reach to as many vendors as possible (posted on both City and State of
Florida site). Bausch Enterprises Inc. was the sole respondent to Invitation to Bid #35-23, for
aluminum lifeguard towers at the unit price of $47,875.00 and offers a warranty of 15 years
from acceptance date. CFR is requesting three towers for a total amount of $143,625.00.
APPROPRIATION CODE AND AMOUNT:
Funds are available in capital improvement project # ENGF190002, Beach Guard Towers, to
Page 1 City of Clearwater Printed on 7/10/2023
File Number: ID#23-0759
fund this contract.
USE OF RESERVE FUNDS:
N/A
Page 2 City of Clearwater Printed on 7/10/2023
CITY OF CLEARWATER
ITB # 35-23, Aluminum Lifeguard Towers
DUE DATE: May 23, 2023; 10:00 AM
BID TABULATION
Item No. Description
Est. Quantity
(UOM)
Unit Price
(UOM) Total Price
1 Aluminum Lifeguard Towers 3 $47,875.00 $ 143,625.00
Total Bid Item: $ 143,625.00
NOTE:
Items with a star ( ) indicates intent to award.
Bausch Enterprises Inc.
3171 SE Waaler Street, Stuart, FL 34997
Page 1 of 1
June 1, 2023
NOTICE OF INTENT TO AWARD
Clearwater Fire and Rescue and the Procurement Division recommend award of ITB No. 35-23,
Aluminum Lifeguard Towers, to Bausch Enterprises Inc. of Stuart, FL, the lowest most
responsible bidder, in accordance with the bid specifications, in the estimated amount of $143,625.00.
This Award recommendation will be considered by the City Council at the Work Session held on
July 17, 2023 (9:00 a.m.) and voted on at the Council Meeting held on July 20, 2023 (6:00 p.m.).
These meetings are held at Clearwater Main Library, at 100 N. Osceola Ave., Clearwater, FL 33755.
Inquiries regarding this Intent to Award can be directed to Scott Burrows, Procurement Analyst,
at (727) 562-4634, or mailed to City of Clearwater, Attn: Procurement Division, PO Box 4748,
Clearwater, FL 33758-4748.
Posted on this date by:
Scott Burrows Scott Burrows, MPA Procurement Analyst
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0818
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Fire Department
Agenda Number: 8.2
SUBJECT/RECOMMENDATION:
Reappoint Mr. Rick G. Stucker to a four-year term as a Trustee of the Clearwater Firefighers’
Supplemental Trust Fund in accordance with Sec. 175.061 of the Florida State Statutes.
(consent)
SUMMARY:
The Clearwater Firefighters’ Supplemental Trust Fund is the recipient of monies obtained by
the State of Florida from Insurance companies doing business within the community. These
monies are required to be administered by a Board of Trustees whose composition must
consist of two legal residents of the city appointed by the City Council; two city firefighters
elected by the firefighters; and a fifth member chosen by a majority of the other four members
and submitted to the City Council for appointment. The Board of Trustees is solely responsible
for the administration of the trust fund.
State law allows trustees to succeed themselves as board members. This legal resident, City
Council appointed seat will become open July 1, 2023. Mr. Stucker has indicated his
willingness to serve another term. Mr. Stucker is a city resident, and a local business owner
with an insurance background. He has been a Trustee on the Board for over 35 years.
Once approved, Mr. Rick Stucker is to serve a new, four-year term as a Trustee to the seat for
the period of July 1, 2023 through June 30, 2027.
APPROPRIATION CODE AND AMOUNT:
NA
USE OF RESERVE FUNDS:
NA
Page 1 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ANX2022-05007a
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Planning CaseIn Control: Planning & Development
Agenda Number: 9.1
SUBJECT/RECOMMENDATION:
Approve the annexation, initial Future Land Use Map designation of Residential Urban (RU) and
initial Zoning Atlas designation of Low Medium Density Residential (LMDR) District for 1221
Sunset Point Road and pass Ordinances 9697-23, 9698-23, and 9699-23 on second reading.
(ANX2022-05007)
SUMMARY:
This voluntary annexation request was passed on first reading on July 21, 2022 and involves a
0.137-acre property consisting of one parcel located on the south side of Sunset Point Road
approximately 385 feet east of Douglas Avenue. The property is contiguous to existing City
boundaries to the north. Second reading of this annexation request was delayed because the
applicant was constructing a single-family dwelling on this parcel under the County’s
jurisdiction. The construction has been completed and a Certificate of Occupancy issued so
second reading can now take place. A Future Land Use Map designation of Residential Urban
(RU) and a Zoning Atlas designation of Low Medium Density Residential (LMDR) were
approved for the property on first reading. Due to the amount of time that has lapsed since that
hearing, new ordinance numbers have been assigned to reflect the current year (previous
Ordinance numbers: 9583-22, 9584-22 and 9585-22), so a third and final reading will also be
scheduled for August 3, 2023 meeting.
APPROPRIATION CODE AND AMOUNT: N/A
USE OF RESERVE FUNDS: N/A
Page 1 City of Clearwater Printed on 7/10/2023
Ordinance No. 9697-23
ORDINANCE NO. 9697-23
AN ORDINANCE OF THE CITY OF CLEARWATER,
FLORIDA, ANNEXING CERTAIN REAL PROPERTY
LOCATED ON THE SOUTH SIDE OF SUNSET POINT
ROAD APPROXIMATELY 385 FEET EAST OF DOUGLAS
AVENUE, WHOSE POST OFFICE ADDRESS IS 1221
SUNSET POINT ROAD, CLEARWATER, FLORIDA 33755,
INTO THE CORPORATE LIMITS OF THE CITY, AND
REDEFINING THE BOUNDARY LINES OF THE CITY TO
INCLUDE SAID ADDITION; PROVIDING AN EFFECTIVE
DATE.
WHEREAS, the owner of the real property described herein and depicted on the
map attached hereto as Exhibit “A” has petitioned the City of Clearwater to annex the
property into the City pursuant to Section 171.044, Florida Statutes, and the City has
complied with all applicable requirements of Florida law in connection with this ordinance;
now, therefore,
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. The following described property is hereby annexed into the City of
Clearwater and the boundary lines of the City are redefined accordingly:
Lot 2, Block B, Harbor Vista, according to the map or plat thereof, as recorded in Plat Book
18, Page(s) 41, of the Public Records of Pinellas County, Florida;
(ANX2022-05007)
The map attached as Exhibit “A” is hereby incorporated by reference.
Section 2. The provisions of this ordinance are found and determined to be
consistent with the City of Clearwater Comprehensive Plan. The City Council hereby
accepts the dedication of all easements, parks, rights-of-way and other dedications to the
public, which have heretofore been made by plat, deed or user within the annexed
property. The City Engineer, the City Clerk and the Community Development Coordinator
are directed to include and show the property described herein upon the official maps and
records of the City.
Section 3. This ordinance shall take effect immediately upon adoption. The City
Clerk shall file certified copies of this ordinance, including the map attached hereto, with
the Clerk of the Circuit Court and with the County Administrator of Pinellas County, Florida,
within 7 days after adoption, and shall file a certified copy with the Florida Department of
State within 30 days after adoption.
Ordinance No. 9697-23
PASSED ON FIRST READING
(AS ORDINANCE NO. 9583-22)
PASSED ON SECOND READING
PASSED ON THIRD AND FINAL
READING AND ADOPTED
Brian J. Aungst, Sr.
Mayor
Approved as to form:
Matthew J. Mytych, Esq.
Senior Assistant City Attorney
Attest:
Rosemarie Call, MPA, MMC
City Clerk
Exhibit “A”
PROPOSED ANNEXATION
Owner(s): Weekley Homes, LLC Case: ANX2022-05007
Site: 1221 Sunset Point Road
Property
Size(Acres):
ROW (Acres):
0.137
Land Use Zoning PIN: 03-29-15-36666-002-0020
From : Residential Urban
(RU) R-4 One, Two & Three Family Residential
Atlas Page: 260B To: Residential Urban
(RU) Low Medium Density
Residential (LMDR)
Ordinance No. 9698-23
ORDINANCE NO. 9698-23
AN ORDINANCE OF THE CITY OF CLEARWATER,
FLORIDA, AMENDING THE FUTURE LAND USE ELEMENT
OF THE COMPREHENSIVE PLAN OF THE CITY, TO
DESIGNATE THE LAND USE FOR CERTAIN REAL
PROPERTY LOCATED ON THE SOUTH SIDE OF SUNSET
POINT ROAD APPROXIMATELY 385 FEET EAST OF
DOUGLAS AVENUE, WHOSE POST OFFICE ADDRESS IS
1221 SUNSET POINT ROAD, CLEARWATER, FLORIDA
33755, UPON ANNEXATION INTO THE CITY OF
CLEARWATER, AS RESIDENTIAL URBAN (RU);
PROVIDING AN EFFECTIVE DATE.
WHEREAS, the amendment to the Future Land Use 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 Element of the Comprehensive Plan of the City of
Clearwater is amended by designating the land use category for the hereinafter described
property, upon annexation into the City of Clearwater, as follows:
Property Land Use
Category
Lot 2, Block B, Harbor Vista, according to
the map or plat thereof, as recorded in Plat
Book 18, Page(s) 41, of the Public Records
of Pinellas County, Florida;
Residential Urban
(RU)
(ANX2022-05007)
The map attached as Exhibit “A” is hereby incorporated by reference.
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, contingent
upon and subject to the adoption of Ordinance No. 9697-23.
Ordinance No. 9698-23
PASSED ON FIRST READING
(AS ORDINANCE NO. 9584-22)
PASSED ON SECOND READING
PASSED ON THIRD AND FINAL
READING AND ADOPTED
Brian J. Aungst, Sr.
Mayor
Approved as to form:
Matthew J. Mytych, Esq.
Senior Assistant City Attorney
Attest:
Rosemarie Call, MPA, MMC
City Clerk
Exhibit “A”
PROPOSED FUTURE LAND USE MAP
Owner(s): Weekley Homes, LLC Case: ANX2022-05007
Site: 1221 Sunset Point Road
Property
Size(Acres):
ROW (Acres):
0.137
Land Use Zoning PIN: 03-29-15-36666-002-0020
From : Residential Urban
(RU) R-4 One, Two & Three Family Residential
Atlas Page: 260B To: Residential Urban
(RU) Low Medium Density
Residential (LMDR)
Ordinance No. 9699-23
ORDINANCE NO. 9699-23
AN ORDINANCE OF THE CITY OF CLEARWATER,
FLORIDA, AMENDING THE ZONING ATLAS OF THE CITY
BY ZONING CERTAIN REAL PROPERTY LOCATED ON
THE SOUTH SIDE OF SUNSET POINT ROAD
APPROXIMATELY 385 FEET EAST OF DOUGLAS
AVENUE, WHOSE POST OFFICE ADDRESS IS 1221
SUNSET POINT ROAD, CLEARWATER, FLORIDA 33755,
UPON ANNEXATION INTO THE CITY OF CLEARWATER,
AS LOW MEDIUM DENSITY RESIDENTIAL (LMDR);
PROVIDING AN EFFECTIVE DATE.
WHEREAS, the assignment of a zoning 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:
The map attached as Exhibit “A” is hereby incorporated by reference.
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, contingent
upon and subject to the adoption of Ordinance No. 9697-23.
Property Zoning District
Lot 2, Block B, Harbor Vista, according to the
map or plat thereof, as recorded in Plat Book
18, Page(s) 41, of the Public Records of
Pinellas County, Florida;
Low Medium Density Residential
(LMDR)
(ANX2022-05007)
Ordinance No. 9699-23
PASSED ON FIRST READING
(AS ORDINANCE NO. 9585-22)
PASSED ON SECOND READING
PASSED ON THIRD AND FINAL
READING AND ADOPTED
Brian J. Aungst, Sr.
Mayor
Approved as to form:
Matthew J. Mytych, Esq.
Senior Assistant City Attorney
Attest:
Rosemarie Call, MPA, MMC
City Clerk
Exhibit “A”
PROPOSED ZONING MAP
Owner(s): Weekley Homes, LLC Case: ANX2022-05007
Site: 1221 Sunset Point Road
Property
Size(Acres):
ROW (Acres):
0.137
Land Use Zoning PIN: 03-29-15-36666-002-0020
From : Residential Urban
(RU) R-4 One, Two & Three Family Residential
Atlas Page: 260B To: Residential Urban
(RU) Low Medium Density
Residential (LMDR)
LOCATION MAP
Owner(s): Weekley Homes, LLC Case: ANX2022-05007
Site: 1221 Sunset Point Road
Property
Size(Acres):
ROW (Acres):
0.137
Land Use Zoning PIN: 03-29-15-36666-002-0020
From : Residential Urban
(RU) R-4 One, Two & Three Family Residential
Atlas Page: 260B To: Residential Urban
(RU) Low Medium Density
Residential (LMDR)
AERIAL PHOTOGRAPH
Owner(s): Weekley Homes, LLC Case: ANX2022-05007
Site: 1221 Sunset Point Road
Property
Size(Acres):
ROW (Acres):
0.137
Land Use Zoning PIN: 03-29-15-36666-002-0020
From : Residential Urban
(RU) R-4 One, Two & Three Family Residential
Atlas Page: 260B To: Residential Urban
(RU) Low Medium Density
Residential (LMDR)
EXISTING SURROUNDING USES MAP
Owner(s): Weekley Homes, LLC Case: ANX2022-05007
Site: 1221 Sunset Point Road
Property
Size(Acres):
ROW (Acres):
0.137
Land Use Zoning PIN: 03-29-15-36666-002-0020
From : Residential Urban
(RU) R-4 One, Two & Three Family Residential
Atlas Page: 260B To: Residential Urban
(RU) Low Medium Density
Residential (LMDR) Detached Dwellings Detached Dwellings Detached Dwellings Commercial Detached Dwellings
ANX2022-05007
Weekley Homes, LLC
1221 Sunset Point Road
View looking south at subject property 1221 Sunset Point Road
West of the subject property
East of the subject property
Across the street, to the north of the subject property
View looking easterly along Sunset Point Road View looking westerly along Sunset Point Road
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ANX2022-05008a
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Planning CaseIn Control: Planning & Development
Agenda Number: 9.2
SUBJECT/RECOMMENDATION:
Approve the annexation, initial Future Land Use Map designation of Residential Urban (RU) and
initial Zoning Atlas designation of Low Medium Density Residential (LMDR) District for 1219
Sunset Point Road and pass Ordinances 9700-23, 9701-23, and 9702-23 on second reading.
(ANX2022-05008)
SUMMARY:
This voluntary annexation request was passed on first reading on July 21, 2022 and involves a
0.137-acre property consisting of one parcel located on the southeast corner of Sylvan Drive
and Sunset Point Road. The property is contiguous to existing city boundaries to the north .
Second reading of this annexation request was delayed because the applicant was
constructing a single-family dwelling on this parcel under the County’s jurisdiction. The
construction has been completed and a Certificate of Occupancy issued so second reading
can now take place. A Future Land Use Map designation of Residential Urban (RU) and a
Zoning Atlas designation of Low Medium Density Residential (LMDR) were approved for the
property on first reading. Due to the amount of time that has lapsed since that hearing, new
ordinance numbers have been assigned to reflect the current year (previous Ordinance
numbers: 9586-22, 9587-22 and 9588-22), so a third and final reading will also be scheduled at
the August 3, 2023 meeting.
APPROPRIATION CODE AND AMOUNT: N/A
USE OF RESERVE FUNDS: N/A
Page 1 City of Clearwater Printed on 7/10/2023
Ordinance No. 9700-23
ORDINANCE NO. 9700-23
AN ORDINANCE OF THE CITY OF CLEARWATER,
FLORIDA, ANNEXING CERTAIN REAL PROPERTY
LOCATED ON THE SOUTHEAST CORNER OF SUNSET
POINT ROAD AND SYLVAN DRIVE, WHOSE POST OFFICE
ADDRESS IS 1219 SUNSET POINT ROAD, CLEARWATER,
FLORIDA 33755, INTO THE CORPORATE LIMITS OF THE
CITY, AND REDEFINING THE BOUNDARY LINES OF THE
CITY TO INCLUDE SAID ADDITION; PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the owner of the real property described herein and depicted on the
map attached hereto as Exhibit “A” has petitioned the City of Clearwater to annex the
property into the City pursuant to Section 171.044, Florida Statutes, and the City has
complied with all applicable requirements of Florida law in connection with this ordinance;
now, therefore,
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. The following described property is hereby annexed into the City of
Clearwater and the boundary lines of the City are redefined accordingly:
Lot 1, Block B, Harbor Vista, according to the map or plat thereof, as recorded in Plat Book
18, Page(s) 41, of the Public Records of Pinellas County, Florida;
(ANX2022-05008)
The map attached as Exhibit “A” is hereby incorporated by reference.
Section 2. The provisions of this ordinance are found and determined to be
consistent with the City of Clearwater Comprehensive Plan. The City Council hereby
accepts the dedication of all easements, parks, rights-of-way and other dedications to the
public, which have heretofore been made by plat, deed or user within the annexed
property. The City Engineer, the City Clerk and the Community Development Coordinator
are directed to include and show the property described herein upon the official maps and
records of the City.
Section 3. This ordinance shall take effect immediately upon adoption. The City
Clerk shall file certified copies of this ordinance, including the map attached hereto, with
the Clerk of the Circuit Court and with the County Administrator of Pinellas County, Florida,
within 7 days after adoption, and shall file a certified copy with the Florida Department of
State within 30 days after adoption.
Ordinance No. 9700-23
PASSED ON FIRST READING
(AS ORDINANCE NO. 9586-22)
PASSED ON SECOND READING
PASSED ON THIRD AND FINAL
READING AND ADOPTED
Brian J. Aungst, Sr.
Mayor
Approved as to form:
Matthew J. Mytych, Esq.
Senior Assistant City Attorney
Attest:
Rosemarie Call, MPA, MMC
City Clerk
Exhibit “A”
PROPOSED ANNEXATION
Owner(s): Weekley Homes, LLC Case: ANX2022-05008
Site: 1219 Sunset Point Road
Property
Size(Acres):
ROW (Acres):
0.137
Land Use Zoning PIN: 03-29-15-36666-002-0010
From : Residential Urban
(RU) R-4 One, Two & Three Family Residential
Atlas Page: 260B To: Residential Urban
(RU) Low Medium Density
Residential (LMDR)
Ordinance No. 9701-23
ORDINANCE NO. 9701-23
AN ORDINANCE OF THE CITY OF CLEARWATER,
FLORIDA, AMENDING THE FUTURE LAND USE ELEMENT
OF THE COMPREHENSIVE PLAN OF THE CITY, TO
DESIGNATE THE LAND USE FOR CERTAIN REAL
PROPERTY LOCATED ON THE SOUTHEAST CORNER
OF SUNSET POINT ROAD AND SYLVAN DRIVE, WHOSE
POST OFFICE ADDRESS IS 1219 SUNSET POINT ROAD,
CLEARWATER, FLORIDA 33755, UPON ANNEXATION
INTO THE CITY OF CLEARWATER, AS RESIDENTIAL
URBAN (RU); PROVIDING AN EFFECTIVE DATE.
WHEREAS, the amendment to the Future Land Use 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 Element of the Comprehensive Plan of the City of
Clearwater is amended by designating the land use category for the hereinafter described
property, upon annexation into the City of Clearwater, as follows:
Property Land Use
Category
Lot 1, Block B, Harbor Vista, according to
the map or plat thereof, as recorded in Plat
Book 18, Page(s) 41, of the Public Records
of Pinellas County, Florida;
Residential Urban
(RU)
(ANX2022-05008)
The map attached as Exhibit “A” is hereby incorporated by reference.
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, contingent
upon and subject to the adoption of Ordinance No. 9700-23.
Ordinance No. 9701-23
PASSED ON FIRST READING
(AS ORDINANCE NO. 9587-22)
PASSED ON SECOND READING
PASSED ON THIRD AND FINAL
READING AND ADOPTED
Brian J. Aungst, Sr.
Mayor
Approved as to form:
Matthew J. Mytych, Esq.
Senior Assistant City Attorney
Attest:
Rosemarie Call, MPA, MMC
City Clerk
Exhibit “A”
PROPOSED FUTURE LAND USE MAP
Owner(s): Weekley Homes, LLC Case: ANX2022-05008
Site: 1219 Sunset Point Road
Property
Size(Acres):
ROW (Acres):
0.137
Land Use Zoning PIN: 03-29-15-36666-002-0010
From : Residential Urban
(RU) R-4 One, Two & Three Family Residential
Atlas Page: 260B To: Residential Urban
(RU) Low Medium Density
Residential (LMDR)
Ordinance No. 9702-23
ORDINANCE NO. 9702-23
AN ORDINANCE OF THE CITY OF CLEARWATER,
FLORIDA, AMENDING THE ZONING ATLAS OF THE CITY
BY ZONING CERTAIN REAL PROPERTY LOCATED ON
THE SOUTHEAST CORNER OF SUNSET POINT ROAD
AND SYLVAN DRIVE, WHOSE POST OFFICE ADDRESS IS
1219 SUNSET POINT ROAD, CLEARWATER, FLORIDA
33755, UPON ANNEXATION INTO THE CITY OF
CLEARWATER, AS LOW MEDIUM DENSITY RESIDENTIAL
(LMDR); PROVIDING AN EFFECTIVE DATE.
WHEREAS, the assignment of a zoning 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:
The map attached as Exhibit “A” is hereby incorporated by reference.
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, contingent
upon and subject to the adoption of Ordinance No. 9700-23.
Property Zoning District
Lot 1, Block B, Harbor Vista, according to the
map or plat thereof, as recorded in Plat Book
18, Page(s) 41, of the Public Records of
Pinellas County, Florida;
Low Medium Density Residential
(LMDR)
(ANX2022-05008)
Ordinance No. 9702-23
PASSED ON FIRST READING
(AS ORDINANCE NO. 9588-22)
PASSED ON SECOND READING
PASSED ON THIRD AND FINAL
READING AND ADOPTED
Brian J. Aungst, Sr.
Mayor
Approved as to form:
Matthew J. Mytych, Esq.
Senior Assistant City Attorney
Attest:
Rosemarie Call, MPA, MMC
City Clerk
Exhibit “A”
PROPOSED ZONING MAP
Owner(s): Weekley Homes, LLC Case: ANX2022-05008
Site: 1219 Sunset Point Road
Property
Size(Acres):
ROW (Acres):
0.137
Land Use Zoning PIN: 03-29-15-36666-002-0010
From : Residential Urban
(RU) R-4 One, Two & Three Family Residential
Atlas Page: 260B To: Residential Urban
(RU) Low Medium Density
Residential (LMDR)
LOCATION MAP
Owner(s): Weekley Homes, LLC Case: ANX2022-05008
Site: 1219 Sunset Point Road
Property
Size(Acres):
ROW (Acres):
0.137
Land Use Zoning PIN: 03-29-15-36666-002-0010
From : Residential Urban
(RU) R-4 One, Two & Three Family Residential
Atlas Page: 260B To: Residential Urban
(RU) Low Medium Density
Residential (LMDR)
AERIAL PHOTOGRAPH
Owner(s): Weekley Homes, LLC Case: ANX2022-05008
Site: 1219 Sunset Point Road
Property
Size(Acres):
ROW (Acres):
0.137
Land Use Zoning PIN: 03-29-15-36666-002-0010
From : Residential Urban
(RU) R-4 One, Two & Three Family Residential
Atlas Page: 260B To: Residential Urban
(RU) Low Medium Density
Residential (LMDR)
EXISTING SURROUNDING USES MAP
Owner(s): Weekley Homes, LLC Case: ANX2022-05008
Site: 1219 Sunset Point Road
Property
Size(Acres):
ROW (Acres):
0.137
Land Use Zoning PIN: 03-29-15-36666-002-0010
From : Residential Urban
(RU) R-4 One, Two & Three Family Residential
Atlas Page: 260B To: Residential Urban
(RU) Low Medium Density
Residential (LMDR) Detached Dwellings Detached Dwellings Detached Dwellings Commercial Detached Dwellings
ANX2022-05008
Weekley Homes, LLC
1219 Sunset Point Road
View looking south at subject property 1219 Sunset Point Road East of the subject property
Across the street, to the north of the subject property View looking easterly along Sunset Point Road
View looking westerly along Sunset Point Road
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ANX2023-05004
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Planning CaseIn Control: Planning & Development
Agenda Number: 9.3
SUBJECT/RECOMMENDATION:
Approve the annexation, initial Future Land Use Map designation of Industrial Limited (IL) and
initial Zoning Atlas designation of Industrial, Research and Technology (IRT) District for 1786
North Hercules Avenue, and pass Ordinances 9681-23, 9682-23, and 9683-23 on first reading.
(ANX2023-05004)
SUMMARY:
This voluntary annexation petition involves a 0.300-acre property consisting of one parcel of
land occupied by a warehouse and office. The property is located on the west side of North
Hercules Avenue approximately 200 feet south of Calumet Street. The applicant is requesting
annexation in order to receive sanitary sewer and solid waste service from the city. The
property is contiguous to existing city boundaries to the east. It is proposed that the property be
assigned a Future Land Use Map designation of Industrial Limited (IL) and a Zoning Atlas
designation of Industrial, Research and Technology (IRT).
The Planning and Development Department determined that the proposed annexation is
consistent with the provisions of Community Development Code Section 4-604.E as follows:
·The property currently receives water service from the city. The closest sanitary sewer
line is located in the adjacent North Hercules Avenue right-of-way. The applicant has
paid the city's sewer impact and assessment fees in full and is aware of the additional
costs to extend city sewer service to this property. The property is located within Police
District III and service will be administered through the district headquarters located at
2851 McMullen Booth Road. Fire and emergency medical services will be provided to
this property by Station #48 located at 1700 North Belcher Road. The city has adequate
capacity to serve this property with sanitary sewer, solid waste, police, and fire and
EMS service. The proposed annexation will not have an adverse effect on public
facilities and their levels of service; and
·The proposed annexation is consistent with and promotes the following objectives and
policy of the Clearwater Comprehensive Plan:
Objective A.2.2 Future land use in the City of Clearwater shall be guided by the city’s
Future Land Use Map, which shall be consistent with the Countywide Plan for
Pinellas County (The Countywide Plan) including the Countywide Plan Map and
shall be implemented through the city’s Community Development Code.
Page 1 City of Clearwater Printed on 7/10/2023
File Number: ANX2023-05004
Objective A.6.4 Due to the built-out character of the City of Clearwater, compact
urban development within the urban service area shall be promoted through
application of the Clearwater Community Development Code.
Objective A.7.2 Diversify and expand the City’s tax base through the annexation of a
variety of land uses located within the Clearwater Planning Area.
·The proposed Industrial Limited (IL) Future Land Use Map category is consistent with
the current Countywide Plan designation of the property. The IL designation primarily
permits non-residential uses at a floor area ratio (FAR) of 0.65. The proposed zoning
district to be assigned to the property is the Industrial, Research and Technology (IRT)
District. The use of the subject property is consistent with the uses allowed in the
district. The property is nonconforming with regard to lot area and width and has
numerous nonconforming site conditions. Any future development or redevelopment of
this site can only be achieved through a comprehensive infill redevelopment project; and
·The proposed annexation is therefore consistent with the Countywide Plan and the
City’s Comprehensive Plan and Community Development Code; and
·The property proposed for annexation is contiguous to existing city boundaries to the
east; therefore, the annexation is consistent with Florida Statutes Chapter 171.044.
APPROPRIATION CODE AND AMOUNT: N/A
USE OF RESERVE FUNDS: N/A
Page 2 City of Clearwater Printed on 7/10/2023
Ordinance No. 9681-23
ORDINANCE NO. 9681-23 AN ORDINANCE OF THE CITY OF CLEARWATER,
FLORIDA, ANNEXING CERTAIN REAL PROPERTY
LOCATED ON THE WEST SIDE OF NORTH HERCULES AVENUE APPROXIMATELY 200 FEET SOUTH OF CALUMET STREET, WHOSE POST OFFICE ADDRESS IS 1786 NORTH HERCULES AVENUE CLEARWATER,
FLORIDA 33765, INTO THE CORPORATE LIMITS OF THE
CITY, AND REDEFINING THE BOUNDARY LINES OF THE CITY TO INCLUDE SAID ADDITION, PROVIDING AN EFFECTIVE DATE.
WHEREAS, the owners of the real property described herein and depicted on the
map attached hereto as Exhibit “B” have petitioned the City of Clearwater to annex the property into the City pursuant to Section 171.044, Florida Statutes, and the City has complied with all applicable requirements of Florida law in connection with this ordinance; now, therefore,
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The following-described property is hereby annexed into the City of
Clearwater and the boundary lines of the City are redefined accordingly:
See attached Exhibit “A” for Legal Description. (ANX2023-05004)
The map attached as Exhibit “B” is hereby incorporated by reference. Section 2. The provisions of this ordinance are found and determined to be consistent with the City of Clearwater Comprehensive Plan. The City Council hereby
accepts the dedication of all easements, parks, rights-of-way and other dedications to the
public, which have heretofore been made by plat, deed or user within the annexed property. The City Engineer, the City Clerk and the Community Development Coordinator are directed to include and show the property described herein upon the official maps and records of the City.
Section 3. This ordinance shall take effect immediately upon adoption. The City Clerk shall file certified copies of this ordinance, including the map attached hereto, with the Clerk of the Circuit Court and with the County Administrator of Pinellas County, Florida, within 7 days after adoption, and shall file a certified copy with the Florida Department of
State within 30 days after adoption.
Ordinance No. 9681-23
PASSED ON FIRST READING PASSED ON SECOND AND FINAL
READING AND ADOPTED
Brian J. Aungst, Sr. Mayor
Approved as to form:
Matthew J. Mytych, Esq.
Senior Assistant City Attorney
Attest:
Rosemarie Call, MPA, MMC
City Clerk
Exhibit A
ANX2023-05004, 1786 North Hercules Avenue, 01-29-15-00000-340-0300
From the Northeast corner of the Southeast Quarter of the Southwest Quarter of Sec�on 1, Township 29
South, Range 15 East, run S 00°17'48" E along the N-S center line of said Sec�on 1 (center line of C.R. 34
- Hercules Avenue) 350.03 feet; thence run N 89° 14'24" W parallel to the North line of the SE 1/4 of the
SW 1/4 of said Sec�on 1, 33.00 feet to the Westerly right-of-way line of C.R. 34 for a Point of Beginning;
thence run S 00°17'48" E, along said right-of-way line 57 feet; thence run N 89° 14'24" W, 230 feet;
thence run N 00°17'48" W, 57 feet; thence S-89°14'24" E, 230 feet to the P.O.B.; subject to an easement
for ingress and egress and drainage and u�li�es over the Easterly 42 feet thereof, situate, lying and being
in Pinellas County, Florida.
Exhibit “B”
PROPOSED ANNEXATION
Owner(s): ABDI 2010 LLC Case: ANX2023-05004
Site: 1786 North Hercules Avenue
Property Size(Acres):
ROW (Acres):
0.300
Land Use Zoning PIN: 01-29-15-00000-340-0300
From:
Atlas Page: 262A To:
Employment (E) E-1, Employment-1
Industrial, Research and Technology (IRT) Industrial Limited (IL)
Ordinance No. 9682-23
ORDINANCE NO. 9682-23 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE FUTURE LAND USE ELEMENT OF THE COMPREHENSIVE PLAN OF THE CITY, TO DESIGNATE THE LAND USE FOR CERTAIN REAL PROPERTY LOCATED ON THE WEST SIDE OF NORTH
HERCULES AVENUE APPROXIMATELY 200 FEET SOUTH OF CALUMET STREET, WHOSE POST OFFICE ADDRESS IS 1786 NORTH HERCULES AVENUE CLEARWATER, FLORIDA 33765, UPON ANNEXATION INTO THE CITY OF CLEARWATER, AS INDUSTRIAL LIMITED (IL); PROVIDING
AN EFFECTIVE DATE.
WHEREAS, the amendment to the Future Land Use 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 Element of the Comprehensive Plan of the City of Clearwater is amended by designating the land use category for the hereinafter described property, upon annexation into the City of Clearwater, as follows:
Property Land Use Category
See attached Exhibit “A” for Legal Description. Industrial Limited (IL)
(ANX2023-05004) The map attached as Exhibit “B” is hereby incorporated by reference.
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, contingent upon and subject to the adoption of Ordinance No. 9681-23.
Ordinance No. 9682-23
PASSED ON FIRST READING PASSED ON SECOND AND FINAL
READING AND ADOPTED
Brian J. Aungst, Sr. Mayor
Approved as to form:
Matthew J. Mytych, Esq.
Senior Assistant City Attorney
Attest:
Rosemarie Call, MPA, MMC
City Clerk
Exhibit A
ANX2023-05004, 1786 North Hercules Avenue, 01-29-15-00000-340-0300
From the Northeast corner of the Southeast Quarter of the Southwest Quarter of Sec�on 1, Township 29
South, Range 15 East, run S 00°17'48" E along the N-S center line of said Sec�on 1 (center line of C.R. 34
- Hercules Avenue) 350.03 feet; thence run N 89° 14'24" W parallel to the North line of the SE 1/4 of the
SW 1/4 of said Sec�on 1, 33.00 feet to the Westerly right-of-way line of C.R. 34 for a Point of Beginning;
thence run S 00°17'48" E, along said right-of-way line 57 feet; thence run N 89° 14'24" W, 230 feet;
thence run N 00°17'48" W, 57 feet; thence S-89°14'24" E, 230 feet to the P.O.B.; subject to an easement
for ingress and egress and drainage and u�li�es over the Easterly 42 feet thereof, situate, lying and being
in Pinellas County, Florida.
Exhibit “B”
PROPOSED FUTURE LAND USE MAP
Owner(s): ABDI 2010 LLC Case: ANX2023-05004
Site: 1786 North Hercules Avenue
Property Size(Acres):
ROW (Acres):
0.300
Land Use Zoning PIN: 01-29-15-00000-340-0300
From:
Atlas Page: 262A To:
Employment (E) E-1, Employment-1
Industrial, Research
and Technology (IRT) Industrial Limited (IL)
Ordinance No. 9683-23
ORDINANCE NO. 9683-23 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE ZONING ATLAS OF THE CITY BY ZONING CERTAIN REAL PROPERTY LOCATED ON THE WEST SIDE OF NORTH HERCULES AVENUE APPROXIMATELY 200 FEET SOUTH OF CALUMET
STREET, WHOSE POST OFFICE ADDRESS IS 1786 NORTH HERCULES AVENUE CLEARWATER, FLORIDA 33765, UPON ANNEXATION INTO THE CITY OF CLEARWATER, AS INDUSTRIAL, RESEARCH AND TECHNOLOGY (IRT); PROVIDING AN EFFECTIVE DATE.
WHEREAS, the assignment of a zoning 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 Land Use Category
See attached Exhibit “A” for Legal Description. Industrial, Research and Technology (IRT)
(ANX2023-05004)
The map attached as Exhibit “B” is hereby incorporated by reference. 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, contingent upon and subject to the adoption of Ordinance No. 9681-23.
Ordinance No. 9683-23
PASSED ON FIRST READING PASSED ON SECOND AND FINAL
READING AND ADOPTED
Brian J. Aungst, Sr. Mayor
Approved as to form:
Matthew J. Mytych, Esq.
Senior Assistant City Attorney
Attest:
Rosemarie Call, MPA, MMC
City Clerk
Exhibit A
ANX2023-05004, 1786 North Hercules Avenue, 01-29-15-00000-340-0300
From the Northeast corner of the Southeast Quarter of the Southwest Quarter of Sec�on 1, Township 29
South, Range 15 East, run S 00°17'48" E along the N-S center line of said Sec�on 1 (center line of C.R. 34
- Hercules Avenue) 350.03 feet; thence run N 89° 14'24" W parallel to the North line of the SE 1/4 of the
SW 1/4 of said Sec�on 1, 33.00 feet to the Westerly right-of-way line of C.R. 34 for a Point of Beginning;
thence run S 00°17'48" E, along said right-of-way line 57 feet; thence run N 89° 14'24" W, 230 feet;
thence run N 00°17'48" W, 57 feet; thence S-89°14'24" E, 230 feet to the P.O.B.; subject to an easement
for ingress and egress and drainage and u�li�es over the Easterly 42 feet thereof, situate, lying and being
in Pinellas County, Florida.
Exhibit “B”
PROPOSED ZONING MAP
Owner(s): ABDI 2010 LLC Case: ANX2023-05004
Site: 1786 North Hercules Avenue
Property Size(Acres):
ROW (Acres):
0.300
Land Use Zoning PIN: 01-29-15-00000-340-0300
From:
Atlas Page: 262A To:
Employment (E) E-1, Employment-1
Industrial, Research
and Technology (IRT) Industrial Limited (IL)
LOCATION MAP
Owner(s): ABDI 2010 LLC Case: ANX2023-05004
Site: 1786 North Hercules Avenue
Property Size(Acres):
ROW (Acres):
0.300
Land Use Zoning PIN: 01-29-15-00000-340-0300
From: Employment (E) E-1, Employment-1
Atlas Page: 262A To: Industrial Limited (IL) Industrial, Research,
and Technology (IRT)
AERIAL PHOTOGRAPH
Owner(s): ABDI 2010 LLC Case: ANX2023-05004
Site: 1786 North Hercules Avenue
Property Size(Acres):
ROW (Acres):
0.300
Land Use Zoning PIN: 01-29-15-00000-340-0300
From: Employment (E) E-1, Employment-1
Atlas Page: 262A To: Industrial Limited (IL) Industrial, Research,
and Technology (IRT)
EXISTING SURROUNDING USES MAP
Owner(s): ABDI 2010 LLC Case: ANX2023-05004
Site: 1786 North Hercules Avenue
Property Size(Acres):
ROW (Acres):
0.300
Land Use Zoning PIN: 01-29-15-00000-340-0300
From: Employment (E) E-1, Employment-1
Atlas Page: 262A To: Industrial Limited (IL) Industrial, Research,
and Technology (IRT)
Warehouse
Warehouse
Service
Station
Warehouse
ANX2023-05004
ABDI 2010 LLC
1786 North Hercules Avenue
View looking west at subject property on North Hercules Avenue
South of the subject property
North of the subject property
Across the street, to the east of the subject property
View looking northerly along North Hercules Avenue View looking southerly along North Hercules Avenue
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ANX2023-05005
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Planning CaseIn Control: Planning & Development
Agenda Number: 9.4
SUBJECT/RECOMMENDATION:
Approve the annexation, initial Future Land Use Map designations of Residential Estate (RE)
and Preservation (P) and initial Zoning Atlas designations of Low Density Residential (LDR) and
Preservation (P) Districts for an unaddressed parcel on Tanglewood Drive, and pass
Ordinances 9684-23, 9685-23, and 9686-23 on first reading. (ANX2023-05005)
SUMMARY:
This voluntary annexation petition involves a 0.456-acre property consisting of one parcel of
vacant land. The property is located on the north side of Tanglewood Drive approximately 675
feet west of Oak Creek Drive East. The applicant is requesting annexation in order to receive
sanitary sewer and solid waste service from the city. The applicant plans to develop a detached
dwelling on the property but there have been no plans submitted at this time. The property is
contiguous to existing city boundaries to the north and east. It is proposed that the property be
assigned Future Land Use Map designations of Residential Estate (RE) and Preservation (P)
and Zoning Atlas designations of Low Density Residential (LDR) and Preservation (P).
The Planning and Development Department determined that the proposed annexation is
consistent with the provisions of Community Development Code Section 4-604.E as follows:
·The property currently receives water service from the county. The closest sanitary
sewer line is located in the Oak Creek Drive North right-of-way to the north of the
subject property, which the property owner plans to extend to via a private line. The
applicant is aware that the city's sewer impact and assessment fees must be paid in
full prior to connection and of the additional costs to extend city sewer service to this
property. The property is located within Police District III and service will be
administered through the district headquarters located at 2851 McMullen Booth Road.
Fire and emergency medical services will be provided to this property by Station #50
located at 2681 Countryside Boulevard. The city has adequate capacity to serve this
property with sanitary sewer, solid waste, police, and fire and EMS service. The
proposed annexation will not have an adverse effect on public facilities and their levels
of service; and
·The proposed annexation is consistent with and promotes the following objectives and
policy of the Clearwater Comprehensive Plan:
Page 1 City of Clearwater Printed on 7/10/2023
File Number: ANX2023-05005
Objective A.2.2 Future land use in the City of Clearwater shall be guided by the
city’s Future Land Use Map, which shall be consistent with the Countywide Plan
for Pinellas County (The Countywide Plan) including the Countywide Plan Map
and shall be implemented through the city’s Community Development Code.
Objective A.6.4 Due to the built-out character of the City of Clearwater, compact
urban development within the urban service area shall be promoted through
application of the Clearwater Community Development Code.
Objective A.7.2 Diversify and expand the City’s tax base through the annexation
of a variety of land uses located within the Clearwater Planning Area.
Policy A.7.2.3 Continue to process voluntary annexations for single-family
residential properties upon request.
·The proposed Future Land Use Map Residential Estate (RE) and Preservation (P)
categories are consistent with the current Countywide Plan designation of the property.
The RE designation primarily permits residential uses at a density of 1 unit per acre.
The proposed zoning districts to be assigned to the property are the Low Density
Residential (LDR) and Preservation (P) Districts. The use of the subject property is
consistent with the uses allowed in the districts and the property exceeds the district’s
minimum dimensional requirements. The proposed annexation is therefore consistent
with the Countywide Plan and the City’s Comprehensive Plan and Community
Development Code; and
·The property proposed for annexation is contiguous to existing city boundaries to the
north and east; therefore, the annexation is consistent with Florida Statutes Chapter
171.044.
APPROPRIATION CODE AND AMOUNT: N/A
USE OF RESERVE FUNDS: N/A
Page 2 City of Clearwater Printed on 7/10/2023
Ordinance No. 9684-23
ORDINANCE NO. 9684-23 AN ORDINANCE OF THE CITY OF CLEARWATER,
FLORIDA, ANNEXING CERTAIN UNADDRESSED REAL
PROPERTY LOCATED ON THE NORTH SIDE OF TANGLEWOOD DRIVE APPROXIMATELY 675 FEET WEST OF OAK CREEK DRIVE EAST, IN CLEARWATER, FLORIDA 33761, INTO THE CORPORATE LIMITS OF THE CITY, AND
REDEFINING THE BOUNDARY LINES OF THE CITY TO
INCLUDE SAID ADDITION, PROVIDING AN EFFECTIVE DATE. WHEREAS, the owners of the real property described herein and depicted on the
map attached hereto as Exhibit “B” have petitioned the City of Clearwater to annex the
property into the City pursuant to Section 171.044, Florida Statutes, and the City has complied with all applicable requirements of Florida law in connection with this ordinance; now, therefore,
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
CLEARWATER, FLORIDA: Section 1. The following-described property is hereby annexed into the City of Clearwater and the boundary lines of the City are redefined accordingly:
See attached Exhibit “A” for Legal Description. (ANX2023-05005)
The map attached as Exhibit “B” is hereby incorporated by reference. Section 2. The provisions of this ordinance are found and determined to be consistent with the City of Clearwater Comprehensive Plan. The City Council hereby accepts the dedication of all easements, parks, rights-of-way and other dedications to the
public, which have heretofore been made by plat, deed or user within the annexed property. The City Engineer, the City Clerk and the Community Development Coordinator are directed to include and show the property described herein upon the official maps and records of the City.
Section 3. This ordinance shall take effect immediately upon adoption. The City Clerk shall file certified copies of this ordinance, including the map attached hereto, with the Clerk of the Circuit Court and with the County Administrator of Pinellas County, Florida, within 7 days after adoption, and shall file a certified copy with the Florida Department of State within 30 days after adoption.
Ordinance No. 9684-23
PASSED ON FIRST READING PASSED ON SECOND AND FINAL
READING AND ADOPTED
Brian J. Aungst, Sr. Mayor
Approved as to form:
Matthew J. Mytych, Esq.
Senior Assistant City Attorney
Attest:
Rosemarie Call, MPA, MMC
City Clerk
Exhibit A
Legal Description
Unaddressed Tanglewood Dr, Clearwater, FL 33761, Parcel Number: 16-28-16-89752-000-0031
As Seen on Property Appraiser
Tanglewood Estates PT of lot 3 Desc as from NW COR of SD lot TH E 195.11ft for the POB TH CONT E
211.89ft TH SW’LY 159.44ft TH W ALG N R/W of Tanglewood Dr 35.3ft TH NW’LY ALG SD N’LY R/W
64.19ft TH N19DW 131.7ft to POB.
As Seen on Plat Survey
A portion of Lot 3, Tanglewood Estates as shown on the Plat recorded in Plat Book 75, page 25 of the
Public Records of Pinellas County Florida and being more particularly described as follows:
Commence at the Northeast corner of said Lot 3; thence along the East boundary line of said Lot 3 South
29°00’00” West, a distance of 159.44 feet to the Northerly Right-of-Way line of Tanglewood Dr; thence
along said Northerly Right-of-Way line the following two (2) courses and distances; (1) North 89°33’00”
West, a distance of 35.81 feet; thence 64.18 feet along the arc of a curve to the left, said curve having a
radius of 45.00 feet, a central angle of 81°43’17” and a chord of 58.88 feet, which bears North 74°09’55”
West said point being on the Easterly boundary line of the parcel described in Official Records Book
10319, Page 1345 of said Public Records; thence along said easterly boundary line North 18°39’19”
West, a distance of 131.70 feet to the North boundary line of said Lot 3; thence along said North
boundary line South 89°32’45” East, a distance of 211.89 feet to the Point of Beginning.
The above described parcel contains 0.46 acres more or less.
Exhibit “B”
PROPOSED ANNEXATION
Owner(s): Deborah E. Orsi Case: ANX2023-05005
Site: Unaddressed Tanglewood Drive
Property
Size(Acres):
ROW (Acres):
0.456
Land Use Zoning PIN: 16-28-16-89752-000-0031
From: Residential Estate (RE),
Preservation (P) R-E, Residential Estate
Atlas Page: 179A To: Residential Estate (RE), Preservation (P)
Low Density
Residential (LDR),
Preservation (P)
Ordinance No. 9685-23
ORDINANCE NO. 9685-23 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE FUTURE LAND USE ELEMENT OF THE COMPREHENSIVE PLAN OF THE CITY, TO DESIGNATE THE LAND USE FOR CERTAIN UNADDRESSED REAL PROPERTY LOCATED ON THE
NORTH SIDE OF TANGLEWOOD DRIVE APPROXIMATELY 675 FEET WEST OF OAK CREEK DRIVE EAST, IN CLEARWATER, FLORIDA 33761, UPON ANNEXATION INTO THE CITY OF CLEARWATER, AS RESIDENTIAL ESTATE (RE) AND PRESERVATION (P); PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the amendment to the Future Land Use 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 Element of the Comprehensive Plan of the City of Clearwater is amended by designating the land use category for the hereinafter described property, upon annexation into the City of Clearwater, as follows:
Property Land Use Category
See attached Exhibit “A” for Legal Description. Residential Estate (RE), Preservation (P)
(ANX2023-05005) The map attached as Exhibit “B” is hereby incorporated by reference.
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, contingent upon and subject to the adoption of Ordinance No. 9684-23.
Ordinance No. 9685-23
PASSED ON FIRST READING PASSED ON SECOND AND FINAL
READING AND ADOPTED
Brian J. Aungst, Sr. Mayor
Approved as to form:
Matthew J. Mytych, Esq.
Senior Assistant City Attorney
Attest:
Rosemarie Call, MPA, MMC
City Clerk
Exhibit A
Legal Description
Unaddressed Tanglewood Dr, Clearwater, FL 33761, Parcel Number: 16-28-16-89752-000-0031
As Seen on Property Appraiser
Tanglewood Estates PT of lot 3 Desc as from NW COR of SD lot TH E 195.11ft for the POB TH CONT E
211.89ft TH SW’LY 159.44ft TH W ALG N R/W of Tanglewood Dr 35.3ft TH NW’LY ALG SD N’LY R/W
64.19ft TH N19DW 131.7ft to POB.
As Seen on Plat Survey
A portion of Lot 3, Tanglewood Estates as shown on the Plat recorded in Plat Book 75, page 25 of the
Public Records of Pinellas County Florida and being more particularly described as follows:
Commence at the Northeast corner of said Lot 3; thence along the East boundary line of said Lot 3 South
29°00’00” West, a distance of 159.44 feet to the Northerly Right-of-Way line of Tanglewood Dr; thence
along said Northerly Right-of-Way line the following two (2) courses and distances; (1) North 89°33’00”
West, a distance of 35.81 feet; thence 64.18 feet along the arc of a curve to the left, said curve having a
radius of 45.00 feet, a central angle of 81°43’17” and a chord of 58.88 feet, which bears North 74°09’55”
West said point being on the Easterly boundary line of the parcel described in Official Records Book
10319, Page 1345 of said Public Records; thence along said easterly boundary line North 18°39’19”
West, a distance of 131.70 feet to the North boundary line of said Lot 3; thence along said North
boundary line South 89°32’45” East, a distance of 211.89 feet to the Point of Beginning.
The above described parcel contains 0.46 acres more or less.
Exhibit “B”
PROPOSED FUTURE LAND USE MAP
Owner(s): Deborah E. Orsi Case: ANX2023-05005
Site: Unaddressed Tanglewood Drive
Property
Size(Acres):
ROW (Acres):
0.456
Land Use Zoning PIN: 16-28-16-89752-000-0031
From : Residential Estate (RE),
Preservation (P) R-E, Residential Estate
Atlas Page: 179A To: Residential Estate (RE), Preservation (P)
Low Density
Residential (LDR),
Preservation (P)
Ordinance No. 9686-23
ORDINANCE NO. 9686-23 AN ORDINANCE OF THE CITY OF CLEARWATER,
FLORIDA, AMENDING THE ZONING ATLAS OF THE CITY
BY ZONING CERTAIN UNADDRESSED REAL PROPERTY LOCATED ON THE NORTH SIDE OF TANGLEWOOD DRIVE APPROXIMATELY 675 FEET WEST OF OAK CREEK DRIVE EAST, IN CLEARWATER, FLORIDA 33761, UPON
ANNEXATION INTO THE CITY OF CLEARWATER, AS LOW
DENSITY RESIDENTIAL (LDR) AND PRESERVATION (P); PROVIDING AN EFFECTIVE DATE. WHEREAS, the assignment of a zoning 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:
The map attached as Exhibit “B” is hereby incorporated by reference. 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, contingent upon and subject to the adoption of Ordinance No. 9684-23.
Property Zoning District
See attached Exhibit “A” for Legal Description Low Density Residential (LDR), Preservation (P)
(ANX2023-05005)
Ordinance No. 9686-23
PASSED ON FIRST READING PASSED ON SECOND AND FINAL
READING AND ADOPTED
Brian J. Aungst, Sr. Mayor
Approved as to form:
Matthew J. Mytych, Esq.
Senior Assistant City Attorney
Attest:
Rosemarie Call, MPA, MMC
City Clerk
Exhibit A
Legal Description
Unaddressed Tanglewood Dr, Clearwater, FL 33761, Parcel Number: 16-28-16-89752-000-0031
As Seen on Property Appraiser
Tanglewood Estates PT of lot 3 Desc as from NW COR of SD lot TH E 195.11ft for the POB TH CONT E
211.89ft TH SW’LY 159.44ft TH W ALG N R/W of Tanglewood Dr 35.3ft TH NW’LY ALG SD N’LY R/W
64.19ft TH N19DW 131.7ft to POB.
As Seen on Plat Survey
A portion of Lot 3, Tanglewood Estates as shown on the Plat recorded in Plat Book 75, page 25 of the
Public Records of Pinellas County Florida and being more particularly described as follows:
Commence at the Northeast corner of said Lot 3; thence along the East boundary line of said Lot 3 South
29°00’00” West, a distance of 159.44 feet to the Northerly Right-of-Way line of Tanglewood Dr; thence
along said Northerly Right-of-Way line the following two (2) courses and distances; (1) North 89°33’00”
West, a distance of 35.81 feet; thence 64.18 feet along the arc of a curve to the left, said curve having a
radius of 45.00 feet, a central angle of 81°43’17” and a chord of 58.88 feet, which bears North 74°09’55”
West said point being on the Easterly boundary line of the parcel described in Official Records Book
10319, Page 1345 of said Public Records; thence along said easterly boundary line North 18°39’19”
West, a distance of 131.70 feet to the North boundary line of said Lot 3; thence along said North
boundary line South 89°32’45” East, a distance of 211.89 feet to the Point of Beginning.
The above described parcel contains 0.46 acres more or less.
Exhibit “B”
PROPOSED ZONING MAP
Owner(s): Deborah E. Orsi Case: ANX2023-05005
Site: Unaddressed Tanglewood Drive Property
Size(Acres):
ROW (A )
0.456
Land Use Zoning PIN: 16-28-16-89752-000-0031
From : Residential Estate (RE),
Preservation (P) R-E, Residential Estate
Atlas Page: 179A To: Residential Estate (RE), Preservation (P) Low Density Residential (LDR),
Preservation (P)
LOCATION MAP
Owner(s): Deborah E. Orsi Case: ANX2023-05005
Site: Unaddressed Tanglewood Drive
Property Size(Acres):
ROW (Acres):
0.456
Land Use Zoning PIN: 16-28-16-89752-000-0031
From: Residential Estate (RE),
Preservation (P) R-E, Residential Estate
Atlas Page: 179A To: Residential Estate (RE),
Preservation (P) Low Density Residential (LDR), Preservation (P)
AERIAL PHOTOGRAPH
Owner(s): Deborah E. Orsi Case: ANX2023-05005
Site: Unaddressed Tanglewood Drive
Property Size(Acres):
ROW (Acres):
0.456
Land Use Zoning PIN: 16-28-16-89752-000-0031
From: Residential Estate (RE), Preservation (P) R-E, Residential Estate
Atlas Page: 179A To: Residential Estate (RE),
Preservation (P) Low Density Residential (LDR), Preservation (P)
EXISTING SURROUNDING USES MAP
Owner(s): Deborah E. Orsi Case: ANX2023-05005
Site: Unaddressed Tanglewood Drive
Property Size(Acres):
ROW (Acres):
0.456
Land Use Zoning PIN: 16-28-16-89752-000-0031
From: Residential Estate (RE), Preservation (P) R-E, Residential Estate
Atlas Page: 179A To: Residential Estate (RE),
Preservation (P) Low Density Residential (LDR), Preservation (P)
Detached Dwellings
Detached Dwellings
ANX2023-05005
Deborah E. Orsi
Unaddressed Tanglewood Drive
View looking north at subject property on Tanglewood Drive
West of the subject property
East of the subject property
Across the street, to the south of the subject property
View looking easterly along Tanglewood Drive View looking westerly along Tanglewood Drive
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0610
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: ReportIn Control: Information Technology
Agenda Number: 10.1
SUBJECT/RECOMMENDATION:
Authorize a purchase order to CDW-G, of Vernon Hills, IL, for Cisco hardware and software
solutions in the amount of $257,332.41, pursuant to Clearwater Code of Ordinances Section
2.563(1)(c), Piggyback; authorize the use of a lease purchase under the City's Master Lease
Purchase Agreement or internal financing via an interfund loan from the Capital Improvement
Fund, whichever is deemed to be in the City's best interests; and authorize the appropriate
officials to execute same. (consent)
SUMMARY:
Authorization is requested to piggyback State of Florida NASPO Contract
#43220000-NASPO-19-ACS with CDW-G, an authorized reseller for Cisco Systems, Inc., valid
through September 30, 2024, for the purchase of Cisco hardware and software solutions in the
amount of $257,332.41.
This item also authorizes the use of a lease purchase under the City's Master Lease Purchase
Agreement or internal financing via an interfund loan from the Capital Improvement Fund,
whichever is deemed to be in the City's best interests.
These servers provide both data storge and computing capacity for public safety and Citywide
systems support. This authorization upgrades two current Cisco devices, provides one -year
maintenance, and provides professional services for installation and support.
$158,684.88: Citywide appliance hardware and software, implementation, and maintenance.
$98,647.53: Public Safety hardware and software, implementation, and maintenance.
APPROPRIATION CODE AND AMOUNT:
Funds are available in capital improvement projects 355-L1908.
Future maintenance (FY24 and FY25) will be budgeted in the Information Technology operating
budget, codes 5559864-530300 & 530500.
Page 1 City of Clearwater Printed on 7/10/2023
NASPO ValuePoint
PARTICIPATING ADDENDUM
DATA COMMUNICATION PRODUCTS &
SERVICES (2019-2026)
Led by the State of Utah
Page 1 of 4
Master Agreement #: AR3227
Contractor: Cisco Systems, Inc. (Contractor)
Participating Entity: State of Florida, Department of Management Services (Department)
Agreement No. 43220000-NASPO-19-ACS
1. Scope: This addendum covers the NASPO ValuePoint Master Agreement for Data Communications Products and Services led by the State of Utah (Lead State) for use by Agencies, as defined in section 287.012, Florida Statutes, and authorized by section 287.042(16), Florida Statutes. For purposes of this Participating Addendum, the Department and Cisco Systems, Inc. are collectively referred to herein as the “Parties.”
2. Alternate Contract Source Agreement (ACS): ACS refers to this Participating Addendum, Exhibit A: Additional Special Contract Conditions, Exhibit B: Special Contract Conditions, and the Master Agreement and all attachments.
3. Order of Precedence: All terms and conditions contained in the ACS are incorporated as if fully set forth herein and shall remain in full force and effect throughout the term of the ACS
unless modified in writing by the parties.
This Participating Addendum and Exhibit A: Additional Special Contract Conditions may only be modified or amended upon mutual written agreement by the Parties. If amendments are
made to the Master Agreement, the Contractor shall: 1) notify the Department of such amendments; and 2) provided the Department is amenable to incorporating the amendments into the ACS, enter into a written amendment with the Department reflecting
the addition of such amendments.
In the event of conflict, the following order of priority governs:
a) This Participating Addendum and all Amendments, with the latest issued having priority;
b) Exhibit A: Additional Special Contract Conditions;
c) Exhibit B: Special Contract Conditions;
d) Attachment A: NASPO ValuePoint Master Agreement Terms & Conditions;
e) Attachment B: Scope Awarded to Contractor
f) Attachment C: Pricing Discounts and Value-Added Services
g) An Order issued against the ACS;
h) Attachment A: NASPO ValuePoint Master Agreement Terms & Conditions, Exhibits 1 and 2;
i) The Solicitation, SK18001 (Request for Proposals), Data Communications Products
and Services;
j) The Contractor’s response to the Solicitation, as revised (if permitted) and accepted
DocuSign Envelope ID: EED9DD70-C855-4C2C-821E-EE608564441F
NASPO ValuePoint
PARTICIPATING ADDENDUM
DATA COMMUNICATION PRODUCTS &
SERVICES (2019-2026)
Led by the State of Utah
Page 2 of 4
by the Lead State.
4. Term of the Participating Addendum:
a) Initial Term: The initial term of the ACS will become effective on the last date the document is signed by all Parties, whichever is later, and shall be effective through September 30, 2024, unless terminated earlier, in accordance with Exhibit A: Additional Special Contract Conditions or Exhibit B: Special Contract Conditions.
b) Renewal: Upon agreement of the Parties, the Department and the Contractor may
renew the ACS in accordance with section 287.057(13), Florida Statutes, and Rule 60A- 1.048, Florida Administrative Code. Renewals must be in writing and are subject to the same term, conditions, and modifications set forth in the ACS. The Contractor and the Department may negotiate renewal term pricing, which shall not exceed the pricing provided during the initial term as set forth in the Master Agreement.
5. Product and Service Offering: The Contractor is authorized to provide the Products and Services set forth in Attachment C of the Master Price Agreement AR3227 as follows:
• Category 1.1: Unified Communications
• Category 1.2: Networking
• Category 1.3: Routers, Switches, Security, and Storage Networking
• Category 1.4: Wireless
• Category 1.5: Facility Management, Monitoring, and Control
Value Added Services are permitted under this PA to the extent they are within the scope of the Master Agreement, and do not overlap with services offered through a state term contract, agency customers are obligated to use the state term contract(s) to purchase the service(s).
6. Master Price Agreement Number: All purchase orders issued by agencies within the jurisdiction of this Participating Addendum shall include the NASPO ValuePoint Master Agreement number: AR3227 and Participating Addendum/ACS number: 43220000-NASPO-19-ACS.
DocuSign Envelope ID: EED9DD70-C855-4C2C-821E-EE608564441F
NASPO ValuePoint
PARTICIPATING ADDENDUM
DATA COMMUNICATION PRODUCTS &
SERVICES (2019-2026)
Led by the State of Utah
Page 3 of 4
7. Primary Contacts: The primary contact individuals for this Participating Addendum are as follows (or their named successors):
Contractor
Name: Gigi Feril
Address: 170 West Tasman Dr. San Jose CA 95134
Telephone: (408) 424-0712
Email: nvp-help@cisco.com
State of Florida
Name: Christia Nunnery
Address: 4050 Esplanade Way, Tallahassee Florida 32399
Telephone: 850-488-8367
Email: Christia.nunnery@dms.myflorida.com
8. Participating State or Entity Terms and Conditions
Participating State or Entity must check one of the boxes below. These modifications or additions apply only to actions and relationships within the State of Florida. A Participating
Addendum shall not diminish, change, or impact the rights of the Lead State with regard to its contractual relationship with the Contractor under the Terms and Conditions of the State of Utah NASPO ValuePoint Master Agreement.
[ ] No changes to the terms and conditions of the Master Agreement are required.
[ X ] The following changes are modifying or supplementing the Master Agreement terms and conditions: Exhibit A – Additional Special Contract Conditions Exhibit B – Special Contract Conditions
DocuSign Envelope ID: EED9DD70-C855-4C2C-821E-EE608564441F
NASPO ValuePoint
PARTICIPATING ADDENDUM
DATA COMMUNICATION PRODUCTS &
SERVICES (2019-2026)
Led by the State of Utah
Page 4 of 4
IN WITNESS WHEREOF, the Parties have executed this Addendum as of the date of execution by both parties below.
Participating State:
State of Florida
Contractor:
Cisco Systems, Inc.
By: By:
Name: Tami Fillyaw Name:
Title: Chief of Staff Title:
Date: Date:
DocuSign Envelope ID: EED9DD70-C855-4C2C-821E-EE608564441F
Jennifer Pate
Authorized Signatory
6/8/2021 | 1:23 PM PDT6/9/2021 | 9:37 PM EDT
ADDITIONAL SPECIAL CONTRACT CONDITIONS
Exhibit A
The following changes are modifying or supplementing the Master Agreement and ACS terms and conditions. These modifications or additions apply only to actions and relationships within the
ACS. Upon execution of the ACS, Customers may purchase products and services under contract using the State of Florida Alternate Contract Source Number 43220000-NASPO-19-ACS.
A. Vendor Registration: In order to complete any transaction between an Individual Customer and the Contractor, the Contractor must be registered in MyFloridaMarketPlace.
B. Purchases: In order to procure products and services hereunder, Customers shall issue purchase orders or use a purchasing card which shall reference Florida Alternate Contract Source Number 4322000-NASPO-19-ACS. Customers are
responsible for reviewing the terms and conditions of this ACS, including all Exhibits.
C. Additional Customer Terms: If any additional ordinance, rule, or other local governmental authority requires additional contract language before a Customer can make a purchase under this ACS, the Customer is responsible for entering a separate agreement with the Contractor and capturing that additional contract language therein.
D. The State of Florida’s performance and obligation to pay under this ACS is contingent upon an annual appropriation by the Legislature. The vendor shall comply with section 11.062, Florida Statutes and section 216.347, Florida Statutes, prohibiting use of funds to lobby the Legislature, Judicial, or state agencies.
E. Product and Service Offerings: The Contractor is authorized to provide Products and Services as referenced in Section 5 of the Participating Addendum (PA). Any Product or Service offerings not listed are not approved.
F. Employment Eligibility Verification: The language of subsection 13.2 of the Special
Contract Conditions regarding E-Verify shall apply to resellers as well as other subcontractors.
Contract No. 43220000-NASPO-19-ACS Data Communication Products and Services 2
G. Price List/Preferred Price: The Contractor’s price list will be the same as the NASPO
ValuePoint price list, and the Department will post a link on the Department’s website to
the price list posted on the NASPO ValuePoint website. Contractors are encouraged to provide special pricing and/or tiered discount rates applicable to State of Florida Customers wherever possible.
H. Orders: Any Order placed by a Customer for a Product and/or Service available under the Master Agreement shall be deemed to be a sale under and governed by the terms and conditions of the ACS. A Customer may request more stringent terms than
provided in this PA. To the extent the Customer and the Contractor agree on additional terms, the terms will be documented on the Customer Order, signed by both parties, and integrated into the ACS order of precedence as reflected on the PA.
I. Electronic Invoicing: The Contractor or Fulfillment Partner(s) may supply electronic invoices in lieu of paper- based invoices for those transactions processed through MFMP. Electronic invoices may be submitted to the agency through one of the mechanisms as listed below:
a. EDI (Electronic Data Interchange) This standard establishes the data contents of the Invoice Transaction Set (810) for use within the context of an Electronic Data Interchange (EDI) environment. This transaction set can be used for invoicing via the Ariba Network (AN) for
catalog and non-catalog goods and services.
b. PO Flip via AN The online process allows Contractors or Fulfillment Partner(s) to submit
invoices via the AN for catalog and non-catalog goods and services. Contractors or Fulfillment Partner(s) have the ability to create an invoice directly from their Inbox in their AN account by simply "flipping" the PO into an
invoice. This option does not require any special software or technical capabilities.
For the purposes of this section, the Contractor or Fulfillment Partner(s) warrants and represents that it is authorized and empowered to and hereby grants the State and the third-party provider of MFMP, a state contractor, the right and license to use, reproduce, transmit, distribute, and publicly display within the system the information outlined above. In addition, the Contractor or Fulfillment Partner(s) warrants and represents that it is authorized and empowered to and hereby grants the State and the third-party
provider the right and license to reproduce and display within the system the Contractor's or Fulfillment Partner(s) trademarks, system marks, logos, trade dress, or other branding designation that identifies the products made available by the Contractor
or Fulfillment Partner(s) under the contract.
The Contractor or Fulfillment Partner(s) will work with the MFMP management team to obtain specific requirements for the electronic invoicing
if needed.
J. Product Installation & Invoicing: Contractor or Fulfillment Partner(s) will provide timely billing and Customer will notify Contractor or Fulfillment Partner(s), in writing, of any billing concern.
Contract No. 43220000-NASPO-19-ACS Data Communication Products and Services 3
K. Contract Reporting: The Contractor shall report information on orders received from Customers associated with the ACS.
The Contractor shall submit reports in accordance with the following schedule:
Report Period Covered Due Dates
MFMP Transaction Report Calendar month 20 calendar days after close of the period
Contract Quarterly Sales Report State’s Fiscal Quarter 30 calendar days after close of the period
No favorable action will be considered for any contractor who has outstanding Contract Quarterly Sales Reports, MFMP Transaction Fee Reports, or any other documentation, to include fees / monies that is required under the ACS.
a. Contract Quarterly Sales Report: The Contractor agrees to submit a Quarterly Sales
Report to the Department’s Contract Manager within 30 calendar days after the close of each State Fiscal quarter.
Quarterly reporting timeframes coincide with the State Fiscal Year as follows:
Quarter 1 - (July-September) – due October 30th.
Quarter 2 - (October-December) – due January 30th.
Quarter 3 - (January-March) – due April 30th.
Quarter 4 - (April-June) – due July 30th.
Quarterly reporting requirements begin the date of ACS execution. Reports must be
submitted in MS Excel format and can be retrieved by accessing the FL DMS
Quarterly Sales Report Form. The report will include all sales (invoiced) from
Customers received (associated with this ACS) during the period. Initiation and
submission of the Quarterly Report is the responsibility of the Contractor without
prompting or notification from the Department’s Contract Manager. If no orders are
received during the period, the Contractor must submit a report stating that there
was no activity. If the Contractor fails to submit two consecutive quarterly sales
reports, this ACS may be terminated for convenience or the Department may choose
to not renew the ACS.
In addition, the Department may require additional sales information such as copies
of purchase orders, or ad hoc sales reports. The Contractor shall submit these specific ad hoc requests within the specified amount of time as requested by the Department.
b. MFMP Transaction Fee Report: The Contractor is required to submit monthly
Transaction Fee Reports in the Department’s electronic format. Reports are due 20 calendar days after the end of the reporting period. For information on how to submit Transaction Fee Reports online, please reference the detailed fee reporting instructions and Vendor training presentations available online at the Transaction Fee Reporting and Vendor Training subsections under Vendor on the MFMP
Contract No. 43220000-NASPO-19-ACS Data Communication Products and Services 4
website: MFMP Transaction Fee and Reporting. Assistance is also available with the Transaction Fee Reporting System from the MFMP Customer Service Desk by email
at feeprocessing@myfloridamarketplace.com or telephone 866-FLA-EPRO (866- 352-3776) from 8:00 a.m. to 6:00 p.m. Eastern Time.
L. Ad hoc Reports: The Department reserves the right to require additional reports or information pertaining to this ACS and any resulting purchase orders or contracts with customers. The Contractor must submit a report or information within five (5)
business days after receipt of a Department request, unless otherwise approved by the Department. M. Financial Consequences: The following financial consequences will be assessed for nonperformance of the Quarterly Sales Report and Monthly Transaction Fee Report
requirements. The State reserves the right to withhold payment or implement other appropriate remedies, such as contract termination or nonrenewal. These consequences for non-performance are not to be considered penalties.
Performance Metrics
Description
Performance
Target
Frequency
Financial
Consequence
for Non-
Performance
(Per Day Late) Quarterly Sales Report Submission
Quarterly Sales Report are due
on or before the 30th calendar day after close of a quarter.
100% Quarterly $250
Monthly Transaction Fee Report Transaction Fee Report are due on or before the 20th calendar day after close of the period.
100% Monthly $100
The financial consequences will be paid via check or money order and made out to the Department of Management Services in US Dollars within 30 calendar days after the required report submission date. These consequences are individually assessed for failures over each target period beginning with the first full month or
quarter of the contract performance and every quarter thereafter.
N. Business Review Meetings: The Department reserves the right to schedule business review meetings as frequently as necessary. The Participating State will provide the format for the Contractor's agenda. Prior to the meeting, the Contractor
shall submit the completed agenda to the Participating State/Entity for review and acceptance. The Contractor shall address the agenda items and any of the
Participating State’s additional concerns at the meeting. At minimum, the parties shall meet to discuss:
a. Program compliance b. Program trending review c. Savings report: Hard dollar and soft dollar d. Spend report e. Subcontractor and contingent staff performance f. Recommendations for improved compliance and performance
Contract No. 43220000-NASPO-19-ACS Data Communication Products and Services 5
Failure to comply with this section may result in the Contractor being found in default and PA termination.
O. Resellers/Partners: The Contractor may use resellers/partners which includes,
but is not limited to, Fulfillment Partner(s), in order to provide equipment and
services. All such resellers/partners shall be the direct responsibility of the
Contractor. The Contractor is responsible for all liability, terms, and conditions
within the ACS and the Customer Order, including work performed by a
reseller/partner. The Contractor’s resellers/partners’ participation will be in
accordance with the terms and conditions set forth in the ACS and the Customer
Order The Contractor agrees for all such resellers/partners providing
commodities and performing services in furtherance of the Contract, the
Contractor agrees to include a requirement in all reseller/partner agreements to
adhere to all Contract terms. If a reseller/partner is authorized to conduct
business on behalf of the Contractor and the reseller/partner is to receive
compensation from the Contractor for its services, then any dispute between the
Contractor and the reseller/partner shall be resolved between the Contractor and
the reseller/partner. The State of Florida is not a party to any agreement entered
into between the Contractor and its resellers/partners.
The Contractor shall be responsible to report all contract sales (and pay any associated MFMP transaction fees), including those of any such resellers/partners and shall ensure that all such resellers/partners meet the following requirements:
• Have an active registration with the Florida Department of State, Division of Corporations (www.sunbiz.org)
• Registered in the MFMP Vendor Information Portal (https://vendor.myfloridamarketplace.com)
• Not be on the State of Florida’s Convicted, Suspended, or Discriminatory lists http://www.dms.myflorida.com/business_operations/State_purchasing/vendor_inf
ormation/convicted_suspended_discriminatory_complaints_vendor_lists
• Have a copy of e-Verify Status on file
• Have a current W-9 filed with the Florida Department of Financial Services (https://flvendor.myfloridacfo.com
P. All licenses obtained under this ACS shall be transferable to the extent necessary for any Customer reorganization under section 20.06, Florida Statutes.
Q. The following modifications are made to Exhibit B, Special Contract Conditions: i. Exhibit B, Special Contract Conditions Section 6.4.2, Rejected Commodities, is hereby deleted and replaced in its entirety with the following: 6.4.2 Rejected Commodities.
When a Customer rejects a commodity, Contractor will remove the commodity from the premises within thirty (30) calendar days after notification of rejection, and the risk of loss will remain with the Contractor. Commodities not removed by the Contractor
within ten (10) calendar days will be deemed abandoned by the Contractor, and the Customer will have the right to dispose of such commodities. Contractor will
Contract No. 43220000-NASPO-19-ACS Data Communication Products and Services 6
reimburse the Customer for costs and expenses incurred in storing or effecting removal or disposition of rejected commodities.
ii. Exhibit B, Special Contract Conditions Section 7.2, General Liability Insurance, is hereby deleted and replaced in its entirety with the
following: 7.2 General Liability Insurance
The Contractor must secure and maintain Commercial General Liability Insurance, including bodily injury, property damage, products, personal and advertising injury, and completed operations with limits of $2,000,000 per occurrence and $4,000,000 annual aggregate. This insurance must provide coverage for claims that arise from performance of the Contract or completed operations, whether by the Contractor or anyone directly or indirectly employed by the Contractor. Such insurance must include the State of Florida as an additional insured for the entire length of the
resulting contract for liabilities that fall within Contractor’s indemnity obligations under this Contract and that are covered by such insurance. iii. Exhibit B, Special Contract Conditions Section 7.3, Florida Authorized Insurers, is hereby deleted and replaced in its entirety with the following: 7.3 Florida Authorized Insurers All insurance shall be with insurers authorized and eligible to transact the applicable line of insurance business in the State of Florida. The Contractor shall provide
Certification(s) of Insurance evidencing that all required coverage is in place and showing the Department to be an additional insured as required by Section 7.2 above.
iv. Exhibit B, Special Contract Conditions Section 7.5, Indemnification, is hereby deleted and replaced in its entirety with the following:
7.5 Indemnification 7.5.1 General Indemnity Contractor shall defend, indemnify and hold harmless the Customer and the State of Florida, its corporate affiliates and their respective officers, directors, employees, and agents and their respective successors and assigns from and against any and all fines, claims, assessments, suits, judgments, losses, liabilities, damages, and expenses
(including, without limitation, consequential, special, indirect, and punitive damages, including, court costs and attorney’s fees, as any such damages are determined by a court of law or are set forth and agreed upon in a settlement agreement), including without limitation, those based on contract or tort, arising out of or in connection with a claim, suit or proceeding brought by a third party based upon bodily injury (including death) or damage to tangible personal property (not including lost or damaged data)
arising from the acts or omissions of the Contractor or its subcontractors, or the officers, directors, employees, agents, successors and assigns of any of them. In the event that the Customer’s negligent or intentional acts or omissions contributed to
cause the injury or damage for which a claim of indemnity is being asserted against the Contractor hereunder, the damages and expenses (including, without limitation,
reasonable attorney’s fees) shall be allocated or reallocated, as the case may be,
between the Contractor and the Customer in such proportion as jointly determined by
Contract No. 43220000-NASPO-19-ACS Data Communication Products and Services 7
the Contractor and the Customer. Such determination of proportionality shall appropriately reflect the relative fault of such parties, or their subcontractors, or the
officers, directors, employees, agents, successors and assigns of any of them, and the liability of the Contractor shall be proportionately reduced based upon the Customer and Contractor’s joint agreement determining the proportion of damages and expenses
to be reallocated. The Contract does not constitute a waiver of sovereign immunity or consent by the
Customer or the State of Florida or its subdivisions to suit by third parties. The foregoing indemnification obligations are conditioned upon the Customer promptly notifying the Contractor in writing of the claim, suit or proceeding for which the Contractor is obligated under this Section, cooperating with, assisting and providing information to, the Contractor as reasonably required, and granting the Contractor the right to defend or settle such claim, suit or proceeding. 7.5.2 Intellectual Property Indemnification To the extent permitted by Florida law, the Contractor agrees to indemnify, defend, and hold the Customer and the State of Florida, its officers, employees, and agents harmless from all fines, claims, assessments, suits, judgments, or damages, (including, without limitation, consequential, special, indirect, and punitive damages
including court costs and attorney’s fees, as any such damages are determined by a court of law or are set forth and agreed upon in a settlement agreement), arising from
or related to an Intellectual Property Rights Claim (“IPR Claim”) that any product or service supplied under this Agreement violates or infringes Third Party Intellectual
Property Rights (“IPR”). Contractor's obligations to defend the IPR Claim and
indemnify the Customer and the State of Florida, are conditional upon: - Customer notifying Contractor promptly in writing of the IPR Claim or threat thereof;
- Customer giving Contractor authority to defend and settle the IPR Claim and any subsequent appeal; and - Customer giving Contractor all information and assistance reasonably requested by
Contractor in connection with the conduct of the defense and settlement of the IPR Claim and any subsequent appeal. Third Party IPR as used within this section means a United States copyright existing as at the Effective Date or a United States patent issued as at the Effective Date. If an IPR Claim has been made, or in Contractor 's opinion is likely to be made, Contractor agrees, at Contractor 's option and expense, either to: (a) procure for
Customer the right to continue using the Product; or (b) replace or modify the Product so that there is no longer an infringement. In the event Contractor, using all available resources and best efforts, is unable to resolve the IPR claim and/or implement one of these two options, Contractor shall provide the Department and
Customers with 10 business days advance written notice of Contractor’s need to
terminate both the Contractor’s and Customer’s respective rights and obligations
under the Customer’s agreement with regard to the product or service. Customer will promptly return the product to Contractor and or discontinue use of the service. Contractor will refund to Customer a prorated portion of the amount paid for the
products or services for the remainder of the unexpired usage term. Notwithstanding the foregoing, Contractor has no obligation or liability for any IPR
Claim arising from a Customer performing any of the following:
Contract No. 43220000-NASPO-19-ACS Data Communication Products and Services 8
- Combining, operating, or using a product or service supplied under this Agreement with any product, device, or software not supplied by Contractor which results in an
IPR Claim issued for the Contractor provided product or service; - Altering or modifying any product or service supplied under this Agreement which results in an IPR Claim issued for that product or service;
- Requiring Contractor comply with Customer's designs, specifications, requests, or instructions which results in an IPR Claim issued for that product or service; or - Continuing to use the product or service as is after Contractor has notified
Customer in writing of the requirement to implement modifications or changes capable of being made by the Customer in or to the product or service to avoid such an IPR Claim and failing to utilize the replacement product or service offered by Contractor; or - Revenue generating activities or earnings made by Customer from services that it provides to external or internal customers that makes use of the product or services where such revenue generating activities results in the IPR claim issued for that product or service. This Section states the entire obligation of Contractor and its suppliers, and the exclusive remedy of Customer, with respect to any infringement or alleged infringement of any intellectual property rights or proprietary rights. The Customer and the Department, however, shall maintain all other rights and remedies available under this Contract and under state or federal law as may be applicable to an infringement or alleged infringement of any intellectual property or proprietary rights. The Contract does not constitute a waiver of sovereign immunity or consent by the
Customer or the State of Florida or its subdivisions to suit by third parties. v. Exhibit B, Special Contract Conditions Subsection 8.4.1, Ownership, is
hereby deleted and replaced in its entirety with the following: 8.4.1 Ownership.
The parties do not anticipate that any intellectual property will be developed as a result of this Contract. However, except as otherwise expressly set forth in an applicable
Statement of Work (“SOW”) and unless specifically addressed otherwise in the Contract, the State of Florida shall retain all intellectual property rights to its data and property. Cisco and its licensors retain ownership in all intellectual property rights in and to the Cisco Content Software, Cloud Service and all underlying technology and associated documentation related thereto.
vi. Exhibit B, Special Contract Conditions Section 9, Data Security, is hereby deleted and replaced in its entirety with the following: 9 Data Security The Contractor will implement measures designed to maintain the security of Customer
data received from the Customer or its users (“State of Florida Data”) including, but not
limited to, following ‘clean desk’ practices and ensuring that State of Florida Data is not left unattended at public workspaces and ensuring State of Florida Data is stored and secured when not in use. Contractor and its subcontractors cannot guarantee that all of
its products and services will be performed inside the United States, and cannot guarantee that State of Florida Data will only be accessed within the United States. Contractor will continuously provide the Department and Customers with the most
accurate and current information about which of services and products available under
Contract No. 43220000-NASPO-19-ACS Data Communication Products and Services 9
this Contract cannot be performed inside the United States and/or may require State of Florida Data to be sent, transmitted, or accessed outside of the United States. When
Contractor provides cloud computing, as defined in Rule 60GG-4.002(4)(b), F.A.C., Contractor agrees to cooperate with the Customer and perform all actions necessary to
assist with all tasks in furtherance of the Customer’s efforts to comply with the obligations
under Rule 60GG-4, F.A.C., as applicable. In the event of a Security Breach involving State of Florida Data attributable to the
Customer or its users, the Contractor shall give notice to the Customer at the address provided by the Customer and the Department within forty-eight (48) hours of the Security Breach. A Security Breach, for purposes of this section, will refer to a confirmed event that compromises the confidentiality, integrity, or availability of State of Florida
data (“Security Breach”). Once a Security Breach has been contained, the Contractor must provide the Department with a post-incident report documenting all relevant containment, eradication, and recovery measures taken. The Department reserves the right in its sole discretion to enlist a third party, approved by both Parties (such approval
shall not be unreasonably withheld), to audit Contractor’s findings and produce an independent report. The Contractor shall cooperate in good faith with the third party audit, which shall take place on the specific start date agreed to by the Parties, occur
during normal working hours, and be performed in accordance with the Contractor’s facility access procedures where facility access is required. Release statements shall not be required for the Department or its designee to conduct such audits. The scope, duration, and location of the audit will be jointly determined by the Parties based upon the Security Breach being audited, and such approval shall not be unreasonably withheld. The Contractor will also comply with all HIPAA requirements and any other
state and federal rules and regulations regarding security of information applicable to Contractor or the services provided under this Contract. The Contractor will make available to Customers and the Department information about which of its offers are
HIPAA compliant, and the Customer will provide Contractor with notice that protected health information may be shared with Contractor.
Except for any liability which cannot be limited or excluded under mandatory applicable law, Cisco shall be liable for any and all claims, losses, liabilities, damages, and expenses arising out of or in connection with a claim, suit or proceeding brought by a third party based upon a Security Breach (whether for breach of contract, misrepresentations, negligence, strict liability, other torts or otherwise). Such liability shall not exceed $1,000,000.00 (one million dollars) in U.S. dollars per Event and $10,000,000.00 (ten million dollars) in the aggregate for all claims arising under this Agreement. For purposes of determining the liability due hereunder, a group of violations
relating to a common set of operative facts (e.g., same location, same time period, same off-shore entity) will be treated as a single Event (“Event”). vii. Exhibit B, Special Contract Conditions Section 11.3.2, Liquidated Damages, is hereby deleted in its entirety.
viii. Exhibit B, Special Contract Conditions subsection 13.1, Background Check, is hereby deleted and replaced in its entirety with the following:
13.1 Background Check. The Contractor warrants that it will conduct a criminal background screening of, or ensure that such a screening is conducted for, each of its employees, agents,
representatives, and subcontractors operating under its direction with Access to State
Contract No. 43220000-NASPO-19-ACS Data Communication Products and Services 10
of Florida Data. The Contractor agrees such screening will be done before an individual is provided Access to state of Florida data. The cost of the background check will be
borne by the Contractor. The Department or Customer may require the Contractor to
exclude the Contractor’s employees, agents, representatives, or subcontractors based on the background check results. The Contractor must notify the Contract Manager
within twenty-four (24) hours of all details concerning any reported arrest. Access as referenced in this subsection shall mean review, inspect, approach, instruct,
communicate with, store data in, retrieve data from, or otherwise make use of any data, regardless of type, form, or nature of storage. Access to a computer system or network includes local and remote access. ix. Exhibit B, Special Contract Conditions subsection 13.2, E-Verify, is hereby deleted and replaced in its entirety with the following: 13.2 Employment Eligibility Verification. The Contractor (and its subcontractors) have an obligation to utilize the U.S.
Department of Homeland Security’s (DHS) E-Verify system for all newly hired employees. By executing this Contract, the Contractor certifies that it is registered with, and uses, the E-Verify system for all newly hired employees. The Contractor must obtain an affidavit from its subcontractors in accordance with paragraph (2)(b) of section 448.095, F.S., and maintain a copy of such affidavit for the duration of the Contract. In order to implement this provision, the Contractor shall provide a copy of its
DHS Memorandum of Understanding (MOU) to the Department’s Contract Manager within five (5) days of Contract execution.
This section serves as notice to the Contractor regarding the requirements of section
448.095, F.S., specifically sub-paragraph (2)(c)1, and the Department’s obligation to terminate the Contract if it has a good faith belief that the Contractor has knowingly violated section 448.09(1), F.S. If terminated for such reason, the Contractor will not be
eligible for award of a public contract for at least one (1) year after the date of such termination. The Department reserves the right to order the immediate termination of any contract between the Contractor and a subcontractor performing work on its behalf should the Department develop a good faith belief that the subcontractor has knowingly violated section 448.09(1), F.S.
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SPECIAL CONTRACT CONDITIONS
JULY 1, 2019 VERSION
Table of Contents
SECTION 1. DEFINITION. .......................................................................................................................... 2
SECTION 2. CONTRACT TERM AND TERMINATION. ................................................................................ 2
SECTION 3. PAYMENT AND FEES. ............................................................................................................ 3
SECTION 4. CONTRACT MANAGEMENT. ................................................................................................. 4
SECTION 5. COMPLIANCE WITH LAWS. ................................................................................................... 6
SECTION 6. MISCELLANEOUS. ................................................................................................................. 7
SECTION 7. LIABILITY AND INSURANCE…………………………………………………………………………………………….. 9
SECTION 8. PUBLIC RECORDS, TRADE SECRETS, DOCUMENT MANAGEMENT, AND INTELLECTUAL
PROPERTY. ............................................................................................................................................. 10
SECTION 9. DATA SECURITY. ................................................................................................................. 12
SECTION 10. GRATUITIES, LOBBYING, AND COMMUNICATIONS. ......................................................... 13
SECTION 11. CONTRACT MONITORING. ............................................................................................... 14
SECTION 12. CONTRACT AUDITS. .......................................................................................................... 15
SECTION 13. BACKGROUND SCREENING AND SECURITY. ..................................................................... 16
SECTION 14. WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. ................................................... 17
In accordance with Rule 60A-1.002(7), F.A.C., Form PUR 1000 is included
herein by reference but is superseded in its entirety by these Special
Contract Conditions.
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SECTION 1. DEFINITION.
The following definition applies in addition to the definitions in Chapter 287, Florida Statutes (F.S.), and Rule Chapter 60A-1, Florida Administrative Code (F.A.C.):
1.1 Customer. The agency or eligible user that purchases commodities or contractual services pursuant to the Contract.
SECTION 2. CONTRACT TERM AND TERMINATION.
2.1 Initial Term. The initial term will begin on the date set forth in the Contract documents or on the date the Contract is signed by all Parties, whichever is later. 2.2 Renewal. Upon written agreement, the Department and the Contractor may renew the Contract in whole or in part only as set forth in the Contract documents, and in accordance with section 287.057(13), F.S.
2.3 Suspension of Work and Termination.
2.3.1 Suspension of Work. The Department may, at its sole discretion, suspend any or all activities under the Contract, at any time, when it is in the best interest of the State of Florida to do so. The
Customer may suspend a resulting contract or purchase order, at any time, when in the best interest of the Customer to do so. The Department or Customer will provide the Contractor written notice outlining the particulars of the suspension. After receiving a
suspension notice, the Contractor must comply with the notice and will cease the performance of the Contract or purchase order. Suspension of work will not entitle the Contractor to any additional compensation. The Contractor will not resume performance of the Contract or purchase order until so authorized by the Department. 2.3.2 Termination for Convenience. The Contract may be terminated by the Department in whole or in part at any time, in the best interest of the State of Florida. If the Contract is terminated before performance is
completed, the Contractor will be paid only for that work satisfactorily performed for which costs can be substantiated. Such payment, however, may not exceed an amount which is the same percentage of the Contract price as the amount of work satisfactorily
performed. All work in progress will become the property of the Customer and will be turned over promptly by the Contractor.
2.3.3 Termination for Cause. If the performance of the Contractor is not in compliance with the Contract requirements or the Contractor has defaulted, the Department may:
(a) immediately terminate the Contract; (b) notify the Contractor of the noncompliance or default, require correction, and specify
the date by which the correction must be completed before the Contract is terminated; or (c) take other action deemed appropriate by the Department.
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SECTION 3. PAYMENT AND FEES.
3.1 Pricing. The Contractor will not exceed the pricing set forth in the Contract documents.
3.2 Price Decreases. The following price decrease terms will apply to the Contract:
3.2.1 Quantity Discounts. Contractor may offer additional discounts for one-time delivery of large single orders;
3.2.2 Preferred Pricing. The Contractor guarantees that the pricing indicated in this Contract is a maximum price. Additionally, Contractor’s pricing will not exceed the pricing offered under comparable contracts. Comparable contracts are those that are similar in size, scope, and terms. In compliance with section 216.0113, F.S., Contractor must annually submit an affidavit from the Contractor’s authorized representative attesting that the Contract complies with this clause. 3.2.3 Sales Promotions. In addition to decreasing prices for the balance of the Contract
term due to a change in market conditions, the Contractor may conduct sales promotions involving price reductions for a specified lesser period. The Contractor must submit documentation identifying the proposed: (1) starting and ending dates of the
promotion, (2) commodities or contractual services involved, and (3) promotional prices compared to then-authorized prices.
3.3 Payment Invoicing. The Contractor will be paid upon submission of invoices to the Customer after delivery and acceptance of commodities or contractual services is confirmed by the Customer.
Invoices must contain sufficient detail for an audit and contain the Contract Number and the Contractor’s Federal Employer Identification Number. 3.4 Purchase Order. A Customer may use purchase orders to buy commodities or contractual services pursuant to the Contract and, if applicable, the Contractor must provide commodities or contractual services pursuant to purchase orders. Purchase orders issued pursuant to the Contract must be received by the Contractor no later than the close of business on
the last day of the Contract’s term. The Contractor is required to accept timely purchase orders specifying delivery schedules that extend beyond the Contract term even when such extended delivery will occur after expiration of the Contract. Purchase orders shall
be valid through their specified term and performance by the Contractor, and all terms and conditions of the Contract shall survive the termination or expiration of the Contract and apply to the Contractor’s performance. The duration of purchase orders for recurring
deliverables shall not exceed the expiration of the Contract by more than twelve months. Any purchase order terms and conditions conflicting with these Special Contract Conditions shall not become a part of the Contract.
3.5 Travel. Travel expenses are not reimbursable unless specifically authorized by the Customer in
writing and may be reimbursed only in accordance with section 112.061, F.S.
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3.6 Annual Appropriation. Pursuant to section 287.0582, F.S., if the Contract binds the State of Florida or an
agency for the purchase of services or tangible personal property for a period in excess of one fiscal year, the State of Florida’s performance and obligation to pay under the Contract is contingent upon an annual appropriation by the Legislature.
3.7 Transaction Fees. The State of Florida, through the Department of Management Services, has instituted
MyFloridaMarketPlace, a statewide eProcurement system pursuant to section 287.057(22), F.S. All payments issued by Customers to registered Vendors for purchases of commodities or contractual services will be assessed Transaction Fees as
prescribed by rule 60A-1.031, F.A.C., or as may otherwise be established by law. Vendors must pay the Transaction Fees and agree to automatic deduction of the Transaction Fees when automatic deduction becomes available. Vendors will submit any monthly reports required pursuant to the rule. All such reports and payments will be subject to audit. Failure to comply with the payment of the Transaction Fees or reporting of transactions will constitute grounds for declaring the Vendor in default and subject the Vendor to exclusion from business with the State of Florida.
3.8 Taxes. Taxes, customs, and tariffs on commodities or contractual services purchased under the Contract will not be assessed against the Customer or Department unless authorized by
Florida law. 3.9 Return of Funds.
Contractor will return any overpayments due to unearned funds or funds disallowed pursuant to the terms of the Contract that were disbursed to the Contractor. The Contractor must return any overpayment within forty (40) calendar days after either
discovery by the Contractor, its independent auditor, or notification by the Department or Customer of the overpayment.
SECTION 4. CONTRACT MANAGEMENT. 4.1 Composition and Priority. The Contractor agrees to provide commodities or contractual services to the Customer as specified in the Contract. Additionally, the terms of the Contract supersede the terms
of all prior agreements between the Parties on this subject matter. 4.2 Notices.
All notices required under the Contract must be delivered to the designated Contract Manager in a manner identified by the Department.
4.3 Department’s Contract Manager. The Department’s Contract Manager, who is primarily responsible for the Department’s oversight of the Contract, will be identified in a separate writing to the Contractor upon
Contract signing in the following format:
Department’s Contract Manager Name
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Department’s Name Department’s Physical Address
Department’s Telephone # Department’s Email Address
If the Department changes the Contract Manager, the Department will notify the Contractor. Such a change does not require an amendment to the Contract.
4.4 Contractor’s Contract Manager. The Contractor’s Contract Manager, who is primarily responsible for the Contractor’s oversight of the Contract performance, will be identified in a separate writing to the
Department upon Contract signing in the following format:
Contractor’s Contract Manager Name Contractor’s Name Contractor’s Physical Address Contractor’s Telephone # Contractor’s Email Address
If the Contractor changes its Contract Manager, the Contractor will notify the Department. Such a change does not require an amendment to the Contract.
4.5 Diversity. 4.5.1 Office of Supplier Diversity.
The State of Florida supports its diverse business community by creating opportunities for woman-, veteran-, and minority-owned small business enterprises to participate in procurements and contracts. The Department encourages supplier diversity through
certification of woman-, veteran-, and minority-owned small business enterprises and provides advocacy, outreach, and networking through regional business events. For additional information, please contact the Office of Supplier Diversity (OSD) at osdinfo@dms.myflorida.com.
4.5.2 Diversity Reporting. Upon request, the Contractor will report to the Department its spend with business enterprises certified by the OSD. These reports must include the time period covered,
the name and Federal Employer Identification Number of each business enterprise utilized during the period, commodities and contractual services provided by the business enterprise, and the amount paid to the business enterprise on behalf of each
agency purchasing under the Contract. 4.6 RESPECT.
Subject to the agency determination provided for in section 413.036, F.S., the following statement applies:
IT IS EXPRESSLY UNDERSTOOD AND AGREED THAT ANY ARTICLES THAT ARE THE SUBJECT OF, OR REQUIRED TO CARRY OUT, THIS CONTRACT SHALL BE PURCHASED FROM A NONPROFIT AGENCY FOR THE BLIND OR FOR THE
SEVERELY HANDICAPPED THAT IS QUALIFIED PURSUANT TO CHAPTER 413, FLORIDA STATUTES, IN THE SAME MANNER AND UNDER THE SAME PROCEDURES SET FORTH IN SECTION 413.036(1) AND (2), FLORIDA STATUTES;
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AND FOR PURPOSES OF THIS CONTRACT THE PERSON, FIRM, OR OTHER BUSINESS ENTITY CARRYING OUT THE PROVISIONS OF THIS CONTRACT SHALL
BE DEEMED TO BE SUBSTITUTED FOR THE STATE AGENCY INSOFAR AS DEALINGS WITH SUCH QUALIFIED NONPROFIT AGENCY ARE CONCERNED.
Additional information about RESPECT and the commodities or contractual services it offers is available at https://www.respectofflorida.org.
4.7 PRIDE. Subject to the agency determination provided for in sections 287.042(1) and 946.515, F.S., the following statement applies:
IT IS EXPRESSLY UNDERSTOOD AND AGREED THAT ANY ARTICLES WHICH ARE THE SUBJECT OF, OR REQUIRED TO CARRY OUT, THIS CONTRACT SHALL BE PURCHASED FROM THE CORPORATION IDENTIFIED UNDER CHAPTER 946, F.S., IN THE SAME MANNER AND UNDER THE SAME PROCEDURES SET FORTH IN SECTION 946.515(2) AND (4), F.S.; AND FOR PURPOSES OF THIS CONTRACT THE PERSON, FIRM, OR OTHER BUSINESS ENTITY CARRYING OUT THE PROVISIONS OF THIS CONTRACT SHALL BE DEEMED TO BE SUBSTITUTED FOR THIS
AGENCY INSOFAR AS DEALINGS WITH SUCH CORPORATION ARE CONCERNED.
Additional information about PRIDE and the commodities or contractual services it offers
is available at https://www.pride-enterprises.org.
SECTION 5. COMPLIANCE WITH LAWS.
5.1 Conduct of Business. The Contractor must comply with all laws, rules, codes, ordinances, and licensing
requirements that are applicable to the conduct of its business, including those of federal, state, and local agencies having jurisdiction and authority. For example, the Contractor must comply with section 274A of the Immigration and Nationality Act, the Americans with Disabilities Act, Health Insurance Portability and Accountability Act, if applicable, and all prohibitions against discrimination on the basis of race, religion, sex, creed, national origin, handicap, marital status, or veteran’s status. The provisions of subparagraphs 287.058(1)(a)-(c), and (g), F.S., are hereby incorporated by reference.
5.2 Dispute Resolution, Governing Law, and Venue. Any dispute concerning performance of the Contract shall be decided by the Department's designated Contract Manager, who will reduce the decision to writing and
serve a copy on the Contractor. The decision of the Contract Manager shall be final and conclusive. Exhaustion of this administrative remedy is an absolute condition precedent to the Contractor's ability to pursue legal action related to the Contract or any other form
of dispute resolution. The laws of the State of Florida govern the Contract. The Parties submit to the jurisdiction of the courts of the State of Florida exclusively for any legal action related to the Contract. Further, the Contractor hereby waives all privileges and
rights relating to venue it may have under Chapter 47, F.S., and all such venue privileges and rights it may have under any other statute, rule, or case law, including, but not limited to, those based on convenience. The Contractor hereby submits to venue in
the county chosen by the Department. 5.3 Department of State Registration.
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Consistent with Title XXXVI, F.S., the Contractor and any subcontractors that assert status, other than a sole proprietor, must provide the Department with conclusive
evidence of a certificate of status, not subject to qualification, if a Florida business entity, or of a certificate of authorization if a foreign business entity.
5.4 Suspended, Convicted, and Discriminatory Vendor Lists. In accordance with sections 287.042, 287.133, and 287.134, F.S., an entity or affiliate who is on the Suspended Vendor List, Convicted Vendor List, or Discriminatory Vendor
List may not perform work as a contractor, supplier, subcontractor, or consultant under the Contract. The Contractor must notify the Department if it or any of its suppliers, subcontractors, or consultants have been placed on the Suspended Vendor List,
Convicted Vendor List, or Discriminatory Vendor List during the term of the Contract.
5.5 Scrutinized Companies - Termination by the Department. The Department may, at its option, terminate the Contract if the Contractor is found to have submitted a false certification as provided under section 287.135(5), F.S., or been placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or been engaged in business operations in Cuba or Syria, or to have been placed on the Scrutinized
Companies that Boycott Israel List or is engaged in a boycott of Israel. 5.6 Cooperation with Inspector General and Records Retention.
Pursuant to section 20.055(5), F.S., the Contractor understands and will comply with its duty to cooperate with the Inspector General in any investigation, audit, inspection, review, or hearing. Upon request of the Inspector General or any other authorized State
official, the Contractor must provide any information the Inspector General deems relevant to the Contractor's integrity or responsibility. Such information may include, but will not be limited to, the Contractor's business or financial records, documents, or files
of any type or form that refer to or relate to the Contract. The Contractor will retain such records for the longer of five years after the expiration of the Contract, or the period required by the General Records Schedules maintained by the Florida Department of State, at the Department of State’s Records Management website. The Contractor agrees to reimburse the State of Florida for the reasonable costs of investigation incurred by the Inspector General or other authorized State of Florida official for investigations of the Contractor's compliance with the terms of this or any other agreement between the Contractor and the State of Florida which results in the
suspension or debarment of the Contractor. Such costs will include but will not be limited to: salaries of investigators, including overtime; travel and lodging expenses; and expert witness and documentary fees. The Contractor agrees to impose the same obligations to
cooperate with the Inspector General and retain records on any subcontractors used to provide goods or services under the Contract.
SECTION 6. MISCELLANEOUS. 6.1 Subcontractors.
The Contractor will not subcontract any work under the Contract without prior written consent of the Department. The Contractor is fully responsible for satisfactory completion of all its subcontracted work. The Department supports diversity in its
procurements and contracts, and requests that the Contractor offer subcontracting opportunities to certified woman-, veteran-, and minority-owned small businesses. The
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Contractor may contact the OSD at osdhelp@dms.myflorida.com for information on certified small business enterprises available for subcontracting opportunities.
6.2 Assignment. The Contractor will not sell, assign, or transfer any of its rights, duties, or obligations
under the Contract without the prior written consent of the Department. However, the Contractor may waive its right to receive payment and assign same upon notice to the Department. In the event of any assignment, the Contractor remains responsible for
performance of the Contract, unless such responsibility is expressly waived by the Department. The Department may assign the Contract with prior written notice to the Contractor.
6.3 Independent Contractor. The Contractor and its employees, agents, representatives, and subcontractors are independent contractors and not employees or agents of the State of Florida and are not entitled to State of Florida benefits. The Department and Customer will not be bound by any acts or conduct of the Contractor or its employees, agents, representatives, or subcontractors. The Contractor agrees to include this provision in all its subcontracts under the Contract.
6.4 Inspection and Acceptance of Commodities.
6.4.1 Risk of Loss. Matters of inspection and acceptance are addressed in section 215.422, F.S. Until acceptance, risk of loss or damage will remain with the Contractor. The Contractor will
be responsible for filing, processing, and collecting all damage claims. To assist the Contractor with damage claims, the Customer will: record any evidence of visible damage on all copies of the delivering carrier’s bill of lading; report damages to the
carrier and the Contractor; and provide the Contractor with a copy of the carrier’s bill of lading and damage inspection report.
6.4.2 Rejected Commodities. When a Customer rejects a commodity, Contractor will remove the commodity from the premises within ten (10) calendar days after notification of rejection, and the risk of loss will remain with the Contractor. Commodities not removed by the Contractor within ten (10) calendar days will be deemed abandoned by the Contractor, and the Customer will
have the right to dispose of such commodities. Contractor will reimburse the Customer for costs and expenses incurred in storing or effecting removal or disposition of rejected commodities.
6.5 Safety Standards. Performance of the Contract for all commodities or contractual services must comply
with requirements of the Occupational Safety and Health Act and other applicable State of Florida and federal requirements.
6.6 Ombudsman. A Vendor Ombudsman has been established within the Department of Financial Services. The duties of this office are found in section 215.422, F.S., which include
disseminating information relative to prompt payment and assisting contractors in receiving their payments in a timely manner from a Customer. The Vendor Ombudsman may be contacted at (850) 413-5516.
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6.7 Time is of the Essence.
Time is of the essence regarding every obligation of the Contractor under the Contract. Each obligation is deemed material, and a breach of any such obligation (including a breach resulting from untimely performance) is a material breach.
6.8 Waiver. The delay or failure by the Department or the Customer to exercise or enforce any rights
under the Contract will not constitute waiver of such rights. 6.9 Modification and Severability.
The Contract may only be modified by written agreement between the Department and the Contractor. Should a court determine any provision of the Contract is invalid, the remaining provisions will not be affected, and the rights and obligations of the Parties will be construed and enforced as if the Contract did not contain the provision held invalid. 6.10 Cooperative Purchasing. Pursuant to their own governing laws, and subject to the agreement of the Contractor, governmental entities that are not Customers may make purchases under the terms and
conditions contained herein, if agreed to by Contractor. Such purchases are independent of the Contract between the Department and the Contractor, and the Department is not a party to these transactions. Agencies seeking to make purchases under this Contract
are required to follow the requirements of Rule 60A-1.045(5), F.A.C.
SECTION 7. LIABILITY AND INSURANCE.
7.1 Workers’ Compensation Insurance. The Contractor shall maintain workers’ compensation insurance as required under the Florida Workers’ Compensation Law or the workers’ compensation law of another jurisdiction where applicable. The Contractor must require all subcontractors to similarly
provide workers’ compensation insurance for all of the latter’s employees. In the event
work is being performed by the Contractor under the Contract and any class of
employees performing the work is not protected under Workers’ Compensation statutes,
the Contractor must provide, and cause each subcontractor to provide, adequate
insurance satisfactory to the Department, for the protection of employees not otherwise
protected.
7.2 General Liability Insurance. The Contractor must secure and maintain Commercial General Liability Insurance, including bodily injury, property damage, products, personal and advertising injury, and completed operations. This insurance must provide coverage for all claims that may arise from performance of the Contract or completed operations, whether by the Contractor or anyone directly or indirectly employed by the Contractor. Such insurance must include the State of Florida as an additional insured for the entire length of the resulting contract. The Contractor is responsible for determining the minimum limits of liability necessary to provide reasonable financial protections to the Contractor and the State of Florida under the resulting contract.
7.3 Florida Authorized Insurers.
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All insurance shall be with insurers authorized and eligible to transact the applicable line
of insurance business in the State of Florida. The Contractor shall provide
Certification(s) of Insurance evidencing that all appropriate coverage is in place and
showing the Department to be an additional insured.
7.4 Performance Bond. Unless otherwise prohibited by law, the Department may require the Contractor to
furnish, without additional cost to the Department, a performance bond or irrevocable
letter of credit or other form of security for the satisfactory performance of work
hereunder. The Department shall determine the type and amount of security.
7.5 Indemnification.
To the extent permitted by Florida law, the Contractor agrees to indemnify, defend, and
hold the Customer and the State of Florida, its officers, employees, and agents harmless from all fines, claims, assessments, suits, judgments, or damages, including consequential, special, indirect, and punitive damages, including court costs and
attorney’s fees, arising from or relating to violation or infringement of a trademark, copyright, patent, trade secret, or intellectual property right or out of any acts, actions, breaches, neglect, or omissions of the Contractor, its employees, agents,
subcontractors, assignees, or delegates related to the Contract, as well as for any determination arising out of or related to the Contract that the Contractor or Contractor’s employees, agents, subcontractors, assignees, or delegates are not independent contractors in relation to the Customer. The Contract does not constitute a waiver of sovereign immunity or consent by the Customer or the State of Florida or its subdivisions
to suit by third parties. Without limiting this indemnification, the Customer may provide the Contractor (1) written notice of any action or threatened action, (2) the opportunity to take over and settle or defend any such action at Contractor’s sole expense, and (3)
assistance in defending the action at Contractor’s sole expense. 7.6 Limitation of Liability. Unless otherwise specifically enumerated in the Contract or in the purchase order, neither the Department nor the Customer shall be liable for special, indirect, punitive, or consequential damages, including lost data or records (unless the Contract or purchase order requires the Contractor to back-up data or records), even if the Department or
Customer has been advised that such damages are possible. Neither the Department nor the Customer shall be liable for lost profits, lost revenue, or lost institutional operating savings. The Department or Customer may, in addition to other remedies
available to them at law or equity and upon notice to the Contractor, retain such monies from amounts due Contractor as may be necessary to satisfy any claim for damages, penalties, costs, and the like asserted by or against them. The State may set off any
liability or other obligation of the Contractor or its affiliates to the State against any payments due the Contractor under any contract with the State.
SECTION 8. PUBLIC RECORDS, TRADE SECRETS, DOCUMENT MANAGEMENT,
AND INTELLECTUAL PROPERTY. 8.1 Public Records. 8.1.1 Termination of Contract.
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The Department may terminate the Contract for refusal by the Contractor to comply with this section by not allowing access to all public records, as defined in Chapter 119, F. S.,
made or received by the Contractor in conjunction with the Contract. 8.1.2 Statutory Notice.
Pursuant to section 119.0701(2)(a), F.S., for contracts for services with a contractor acting on behalf of a public agency, as defined in section 119.011(2), F.S., the following applies:
IF THE CONTRACTOR HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF
PUBLIC RECORDS AT THE TELEPHONE NUMBER, EMAIL
ADDRESS, AND MAILING ADDRESS PROVIDED IN THE
RESULTING CONTRACT OR PURCHASE ORDER.
Pursuant to section 119.0701(2)(b), F.S., for contracts for services with a contractor acting on behalf of a public agency as defined in section 119.011(2), F.S., the Contractor shall:
(a) Keep and maintain public records required by the public agency to perform the service. (b) Upon request from the public agency’s custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, F.S., or as otherwise provided by law. (c) Ensure that public records that are exempt or confidential and exempt from public records disclosure are not disclosed except as authorized by law for the duration of the
Contract term and following the completion of the Contract if the Contractor does not transfer the records to the public agency. (d) Upon completion of the Contract, transfer, at no cost, to the public agency all public
records in possession of the Contractor or keep and maintain public records required by the public agency to perform the service. If the Contractor transfers all public records to the public agency upon completion of the Contract, the Contractor shall destroy any
duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the Contract, the Contractor shall meet all applicable requirements for
retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency’s custodian of public records, in a format that is compatible with the information technology systems of the public agency. 8.2 Protection of Trade Secrets or Otherwise Confidential Information.
8.2.1 Contractor Designation of Trade Secrets or Otherwise Confidential Information. If the Contractor considers any portion of materials to be trade secret under section
688.002 or 812.081, F.S., or otherwise confidential under Florida or federal law, the Contractor must clearly designate that portion of the materials as trade secret or otherwise confidential when submitted to the Department. The Contractor will be
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responsible for responding to and resolving all claims for access to Contract-related materials it has designated trade secret or otherwise confidential.
8.2.2 Public Records Requests. If the Department receives a public records request for materials designated by the
Contractor as trade secret or otherwise confidential under Florida or federal law, the Contractor will be responsible for taking the appropriate legal action in response to the request. If the Contractor fails to take appropriate and timely action to protect the
materials designated as trade secret or otherwise confidential, the Department will provide the materials to the requester.
8.2.3 Indemnification Related to Confidentiality of Materials. The Contractor will protect, defend, indemnify, and hold harmless the Department for claims, costs, fines, and attorney’s fees arising from or relating to its designation of materials as trade secret or otherwise confidential.
8.3 Document Management. The Contractor must retain sufficient documentation to substantiate claims for payment under the Contract and all other records, electronic files, papers, and documents that
were made in relation to this Contract. The Contractor must retain all documents related to the Contract for five (5) years after expiration of the Contract or, if longer, the period required by the General Records Schedules maintained by the Florida Department of
State available at the Department of State’s Records Management website. 8.4 Intellectual Property.
8.4.1 Ownership. Unless specifically addressed otherwise in the Contract, the State of Florida shall be the
owner of all intellectual property rights to all property created or developed in connection with the Contract.
8.4.2 Patentable Inventions or Discoveries. Any inventions or discoveries developed in the course, or as a result, of services in connection with the Contract that are patentable pursuant to 35 U.S.C. § 101 are the sole property of the State of Florida. Contractor must inform the Customer of any inventions or discoveries developed or made through performance of the Contract, and
such inventions or discoveries will be referred to the Florida Department of State for a determination on whether patent protection will be sought. The State of Florida will be the sole owner of all patents resulting from any invention or discovery made through
performance of the Contract.
8.4.3 Copyrightable Works. Contractor must notify the Department or State of Florida of any publications, artwork, or
other copyrightable works developed in connection with the Contract. All copyrights created or developed through performance of the Contract are owned solely by the State of Florida.
SECTION 9. DATA SECURITY.
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The Contractor will maintain the security of State of Florida data including, but not limited to, maintaining a secure area around any displayed visible data and ensuring data is
stored and secured when not in use. The Contractor and subcontractors will not perform any of the services from outside of the United States, and the Contractor will not allow any State of Florida data to be sent by any medium, transmitted, or accessed outside the
United States due to Contractor’s action or inaction. In the event of a security breach involving State of Florida data, the Contractor shall give notice to the Customer and the Department within one business day. “Security breach” for purposes of this section will
refer to a confirmed event that compromises the confidentiality, integrity, or availability of data. Once a data breach has been contained, the Contractor must provide the Department with a post-incident report documenting all containment, eradication, and
recovery measures taken. The Department reserves the right in its sole discretion to enlist a third party to audit Contractor’s findings and produce an independent report, and the Contractor will fully cooperate with the third party. The Contractor will also comply with all HIPAA requirements and any other state and federal rules and regulations regarding security of information.
SECTION 10. GRATUITIES, LOBBYING, AND COMMUNICATIONS.
10.1 Gratuities. The Contractor will not, in connection with this Contract, directly or indirectly (1) offer, give, or agree to give anything of value to anyone as consideration for any State of
Florida officer’s or employee’s decision, opinion, recommendation, vote, other exercise of discretion, or violation of a known legal duty, or (2) offer, give, or agree to give to anyone anything of value for the benefit of, or at the direction or request of, any State of
Florida officer or employee. 10.2 Lobbying.
In accordance with sections 11.062 and 216.347, F.S., Contract funds are not to be used for the purpose of lobbying the Legislature, the judicial branch, or the Department. Pursuant to section 287.058(6), F.S., the Contract does not prohibit the Contractor from lobbying the executive or legislative branch concerning the scope of services, performance, term, or compensation regarding the Contract after the Contract is executed and during the Contract term.
10.3 Communications.
10.3.1 Contractor Communication or Disclosure. The Contractor shall not make any public statements, press releases, publicity releases,
or other similar communications concerning the Contract or its subject matter or otherwise disclose or permit to be disclosed any of the data or other information obtained or furnished in compliance with the Contract, without first notifying the
Customer’s Contract Manager and securing the Customer’s prior written consent. 10.3.2 Use of Customer Statements.
The Contractor shall not use any statement attributable to the Customer or its employees for the Contractor’s promotions, press releases, publicity releases, marketing, corporate communications, or other similar communications, without first
notifying the Customer’s Contract Manager and securing the Customer’s prior written consent.
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SECTION 11. CONTRACT MONITORING.
11.1 Performance Standards. The Contractor agrees to perform all tasks and provide deliverables as set forth in the Contract. The Department and the Customer will be entitled at all times, upon request, to
be advised as to the status of work being done by the Contractor and of the details thereof.
11.2 Performance Deficiencies and Financial Consequences of Non-Performance. 11.2.1 Proposal of Corrective Action Plan.
In addition to the processes set forth in the Contract (e.g., service level agreements), if the Department or Customer determines that there is a performance deficiency that requires correction by the Contractor, then the Department or Customer will notify the Contractor. The correction must be made within a time-frame specified by the Department or Customer. The Contractor must provide the Department or Customer with a corrective action plan describing how the Contractor will address all performance deficiencies identified by the Department or Customer.
11.2.2 Retainage for Unacceptable Corrective Action Plan or Plan Failure. If the corrective action plan is unacceptable to the Department or Customer, or implementation of the plan fails to remedy the performance deficiencies, the Department
or Customer will retain ten percent (10%) of the total invoice amount. The retainage will be withheld until the Contractor resolves the performance deficiencies. If the performance deficiencies are resolved, the Contractor may invoice the Department or
Customer for the retained amount. If the Contractor fails to resolve the performance deficiencies, the retained amount will be forfeited to compensate the Department or Customer for the performance deficiencies.
11.3 Performance Delay. 11.3.1 Notification. The Contractor will promptly notify the Department or Customer upon becoming aware of any circumstances that may reasonably be expected to jeopardize the timely and successful completion (or delivery) of any commodity or contractual service. The Contractor will use commercially reasonable efforts to avoid or minimize any delays in
performance and will inform the Department or the Customer of the steps the Contractor is taking or will take to do so, and the projected actual completion (or delivery) time. If the Contractor believes a delay in performance by the Department or the Customer has
caused or will cause the Contractor to be unable to perform its obligations on time, the Contractor will promptly so notify the Department and use commercially reasonable efforts to perform its obligations on time notwithstanding the Department’s delay.
11.3.2 Liquidated Damages. The Contractor acknowledges that delayed performance will damage the
DepartmentCustomer, but by their nature such damages are difficult to ascertain. Accordingly, the liquidated damages provisions stated in the Contract documents will apply. Liquidated damages are not intended to be a penalty and are solely intended to
compensate for damages. 11.4 Force Majeure, Notice of Delay, and No Damages for Delay.
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The Contractor will not be responsible for delay resulting from its failure to perform if neither the fault nor the negligence of the Contractor or its employees or agents
contributed to the delay, and the delay is due directly to fire, explosion, earthquake, windstorm, flood, radioactive or toxic chemical hazard, war, military hostilities, terrorism, civil emergency, embargo, riot, strike, violent civil unrest, or other similar cause wholly
beyond the Contractor’s reasonable control, or for any of the foregoing that affect subcontractors or suppliers if no alternate source of supply is available to the Contractor. The foregoing does not excuse delay which could have been avoided if the Contractor
implemented any risk mitigation required by the Contract. In case of any delay the Contractor believes is excusable, the Contractor will notify the Department in writing of the delay or potential delay and describe the cause of the delay either (1) within ten (10)
calendar days after the cause that created or will create the delay first arose, if the Contractor could reasonably foresee that a delay could occur as a result, or (2) if delay is not reasonably foreseeable, within five (5) calendar days after the date the Contractor first had reason to believe that a delay could result. The foregoing will constitute the Contractor’s sole remedy or excuse with respect to delay. Providing notice in strict accordance with this paragraph is a condition precedent to such remedy. No claim for damages will be asserted by the Contractor. The Contractor will not be entitled to an increase in the Contract price or payment of any kind from the Department for direct,
indirect, consequential, impact or other costs, expenses or damages, including but not limited to costs of acceleration or inefficiency, arising because of delay, disruption, interference, or hindrance from any cause whatsoever. If performance is suspended or
delayed, in whole or in part, due to any of the causes described in this paragraph, after the causes have ceased to exist the Contractor will perform at no increased cost, unless the Department determines, in its sole discretion, that the delay will significantly impair
the value of the Contract to the State of Florida or to Customers, in which case the Department may (1) accept allocated performance or deliveries from the Contractor, provided that the Contractor grants preferential treatment to Customers and the
Department with respect to commodities or contractual services subjected to allocation, or (2) purchase from other sources (without recourse to and by the Contractor for the related costs and expenses) to replace all or part of the commodity or contractual services that are the subject of the delay, which purchases may be deducted from the Contract quantity, or (3) terminate the Contract in whole or in part.
SECTION 12. CONTRACT AUDITS.
12.1 Performance or Compliance Audits. The Department may conduct or have conducted performance and/or compliance audits of the Contractor and subcontractors as determined by the Department. The Department
may conduct an audit and review all the Contractor’s and subcontractors’ data and records that directly relate to the Contract. To the extent necessary to verify the Contractor’s fees and claims for payment under the Contract, the Contractor’s
agreements or contracts with subcontractors, partners, or agents of the Contractor, pertaining to the Contract, may be inspected by the Department upon fifteen (15) calendar days’ notice, during normal working hours and in accordance with the
Contractor’s facility access procedures where facility access is required. Release statements from its subcontractors, partners, or agents are not required for the Department or its designee to conduct compliance and performance audits on any of the
Contractor’s contracts relating to this Contract. The Inspector General, in accordance with section 5.6, the State of Florida’s Chief Financial Officer, the Office of the Auditor General also have authority to perform audits and inspections.
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12.2 Payment Audit.
Records of costs incurred under terms of the Contract will be maintained in accordance with section 8.3 of these Special Contract Conditions. Records of costs incurred will include the Contractor’s general accounting records, together with supporting documents
and records of the Contractor and all subcontractors performing work, and all other records of the Contractor and subcontractors considered necessary by the Department, the State of Florida’s Chief Financial Officer, or the Office of the Auditor General.
SECTION 13. BACKGROUND SCREENING AND SECURITY.
13.1 Background Check. The Department or Customer may require the Contractor to conduct background checks of its employees, agents, representatives, and subcontractors as directed by the Department or Customer. The cost of the background checks will be borne by the Contractor. The Department or Customer may require the Contractor to exclude the Contractor’s employees, agents, representatives, or subcontractors based on the background check results. In addition, the Contractor must ensure that all persons have a responsibility to self-report to the Contractor within three (3) calendar days any arrest
for any disqualifying offense. The Contractor must notify the Contract Manager within twenty-four (24) hours of all details concerning any reported arrest. Upon the request of the Department or Customer, the Contractor will re-screen any of its employees, agents,
representatives, and subcontractors during the term of the Contract. 13.2 E-Verify.
The Contractor must use the U.S. Department of Homeland Security’s E-Verify system to verify the employment eligibility of all new employees hired during the term of the Contract for the services specified in the Contract. The Contractor must also include a
requirement in subcontracts that the subcontractor must utilize the E-Verify system to verify the employment eligibility of all new employees hired by the subcontractor during the Contract term. In order to implement this provision, the Contractor must provide a copy of its DHS Memorandum of Understanding (MOU) to the Contract Manager within five (5) calendar days of Contract execution. If the Contractor is not enrolled in DHS E-Verify System, it will do so within five (5) calendar days of notice of Contract award and provide the Contract Manager a copy of its MOU within five (5) calendar days of Contract execution. The link to E-Verify is https://www.uscis.gov/e-verify. Upon each
Contractor or subcontractor new hire, the Contractor must provide a statement within five (5) calendar days to the Contract Manager identifying the new hire with its E-Verify case number.
13.3 Disqualifying Offenses. If at any time it is determined that a person has been found guilty of a misdemeanor or
felony offense as a result of a trial or has entered a plea of guilty or nolo contendere, regardless of whether adjudication was withheld, within the last six (6) years from the date of the court’s determination for the crimes listed below, or their equivalent in any
jurisdiction, the Contractor is required to immediately remove that person from any position with access to State of Florida data or directly performing services under the Contract. The disqualifying offenses are as follows:
(a) Computer related crimes; (b) Information technology crimes;
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(c) Fraudulent practices; (d) False pretenses;
(e) Frauds; (f) Credit card crimes; (g) Forgery;
(h) Counterfeiting; (i) Violations involving checks or drafts; (j) Misuse of medical or personnel records; and
(k) Felony theft.
13.4 Confidentiality.
The Contractor must maintain confidentiality of all confidential data, files, and records related to the commodities or contractual services provided pursuant to the Contract and must comply with all state and federal laws, including, but not limited to sections 381.004, 384.29, 392.65, and 456.057, F.S. The Contractor’s confidentiality procedures must be consistent with the most recent version of the Department security policies, protocols, and procedures. The Contractor must also comply with any applicable professional standards with respect to confidentiality of information.
SECTION 14. WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM.
The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its
Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The
Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract.
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QUOTE #QUOTE DATE QUOTE REFERENCE CUSTOMER #GRAND TOTAL
NLKN693 7/5/2023 NLKN693 0590071 $158,684.88
QUOTE DETAILS
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ITEM
Cisco Intersight Infrastructure Services Connected Virtual Appliance - Adva
Mfg. Part#: DC-MGT-IS-SAAS-AD
Cisco FL Naspo FL#43220000-NASPO-19-ACSElectronic distribution - NO MEDIA
Contract:
Cisco UCS X9508 Chassis
Mfg. Part#: UCSX-9508-D-U
Cisco FL Naspo FL#43220000-NASPO-19-ACSContract:
NEW ITEM
Mfg. Part#: NEW-ITEM
CiscoMFG # CON-SNT-UCSX9958SNTC-8X5XNBD UCS 9508 Chassis
Cisco FL Naspo FL#43220000-NASPO-19-ACSContract:
Cisco UCS 9108 100G Intelligent Fabric Module - expansion
module - 100 Giga
Mfg. Part#: UCSX-I9108-100G-D
Cisco FL Naspo FL
#43220000-NASPO-19-ACSContract:
Cisco UCS 210c M7 - compute node - no CPU - 0 GB - no HDD 4 7408576 $2,295.00 $9,180.00
Mfg. Part#: UCSX-210C-M7
Cisco FL Naspo FL
#43220000-NASPO-19-ACS Contract:
NEW ITEM 4 NEW-ITEM $549.00 $2,196.00
Page 2 of 4
QUOTE DETAILS (CONT.)
4 7376017 $629.00 $2,516.00
8 7376020 $174.99 $1,399.92
Mfg. Part#: NEW-ITEM
CiscoMFG # CON-SNT-UCSXM21CSNTC-8X5XNBD UCS 210c M7 ComputeNode w o CPU, MemoryCisco FL Naspo FL#43220000-NASPO-19-ACSContract:
Cisco UCS Virtual Interface Card 15231 - network adapter - PCIe 4.0 x16 - 1
Mfg. Part#: UCSX-ML-V5D200G-D
Cisco FL Naspo FL#43220000-NASPO-19-ACSContract:
Cisco - SSD - 240 GB - SATA
Mfg. Part#: UCSX-M2-240GB-D
Cisco FL Naspo FL#43220000-NASPO-19-ACSContract:
Cisco - Trusted Platform Module (TPM) 2.0 4 7362869 $18.99 $75.96
Mfg. Part#: UCSX-TPM-002C-D
Cisco FL Naspo FL#43220000-NASPO-19-ACSContract:
Intel Xeon Gold 6426Y 2.5 GHz processor 8 7461413 $1,533.00 $12,264.00
64 7376028 $1,475.00 $94,400.00
6 7400985 $405.00 $2,430.00
Mfg. Part#: UCSX-CPU-I6426Y
Cisco FL Naspo FL#43220000-NASPO-19-ACSContract:
Cisco - DDR5 - module - 64 GB - DIMM 288-pin - 4800 MHz PC5-38400 - regis
Mfg. Part#: UCSX-MRX64G2RE1
Cisco FL Naspo FL#43220000-NASPO-19-ACSContract:
Cisco - power supply - hot-plug redundant - 2800 Watt - 3200 VA
Mfg. Part#: UCSX-PSU-2800AC-D
Cisco FL Naspo FL
#43220000-NASPO-19-ACSContract:
Cisco UCS 6536 Fabric Interconnect Server 1 7384501 $7,899.00 $7,899.00
1 NEW-ITEM $1,099.00 $1,099.00
Mfg. Part#: UCSX-FI-6536-D-U
Cisco FL Naspo FL
#43220000-NASPO-19-ACS Contract:
NEW ITEM
Mfg. Part#: NEW-ITEM
CiscoMFG # CON-SNT-UCSX00F6SNTC-8X5XNBD Fabric Interconnect 6536 for IMMCisco FL Naspo FL
#43220000-NASPO-19-ACS Contract:
Cisco Software - license - 1 license
1 7349961 $7,399.00 $7,399.00
Page 3 of 4
QUOTE DETAILS (CONT.)
2 7384508 $357.00 $714.00
16 4834754 $138.00 $2,208.00
Mfg. Part#: UCS-FI-6500-SW
Cisco FL Naspo FL#43220000-NASPO-19-ACSElectronic distribution - NO MEDIAContract:
Cisco - power supply - hot-plug redundant - 1100 Watt - 1300 VA
Mfg. Part#: UCS-PSU-6536-AC-D
Cisco FL Naspo FL#43220000-NASPO-19-ACSContract:
Cisco 100GBASE-CR4 Passive Copper Cable - direct attach cable - 6.6 ft
Mfg. Part#: QSFP-100G-CU2M
UNSPSC: 26121609
Cisco FL Naspo FL#43220000-NASPO-19-ACS
Contract:
SUBTOTAL $158,684.88
SHIPPING $0.00
SALES TAX $0.00
GRAND TOTAL $158,684.88
PURCHASER BILLING INFO DELIVER TO
Billing Address:CITY OF CLEARWATERFINANCE DEPTPO BOX 4748CLEARWATER, FL 33758-4748
Phone: (727) 562-4630
Payment Terms: Net 30 Days-Govt State/Local
Shipping Address:CITY OF CLEARWATER POLICEDAN MAYER
100S MYRTLE AVECLEARWATER, FL 33756
Shipping Method: UPS Ground
Please remit payments to:
CDW Government75 Remittance DriveSuite 1515Chicago, IL 60675-1515
Sales Contact Info
Ryan Torres | (877) 500-3403 | ryantor@cdwg.com
LEASE OPTIONS
FMV TOTAL FMV LEASE OPTION BO TOTAL BO LEASE OPTION
$158,684.88 $4,211.50/Month $158,684.88 $4,876.39/Month
Monthly payment based on 36 month lease. Other terms and options are available. Contact your Account Manager for details. Payment quoted
is subject to change.
Why finance?
Lower Upfront Costs. Get the products you need without impacting cash flow. Preserve your working capital and existing credit line.
Flexible Payment Terms. 100% financing with no money down, payment deferrals and payment schedules that match your company’s
business cycles.
Predictable, Low Monthly Payments. Pay over time. Lease payments are fixed and can be tailored to your budget levels or revenue streams.
Page 4 of 4
Technology Refresh. Keep current technology with minimal financial impact or risk. Add-on or upgrade during the lease term and choose to
return or purchase the equipment at end of lease.
Bundle Costs. You can combine hardware, software, and services into a single transaction and pay for your software licenses over time! We
know your challenges and understand the need for flexibility.
General Terms and Conditions:
This quote is not legally binding and is for discussion purposes only. The rates are estimate only and are based on a collection of industry data
from numerous sources. All rates and financial quotes are subject to final review, approval, and documentation by our leasing partners.
Payments above exclude all applicable taxes. Financing is subject to credit approval and review of final equipment and services configuration.
Fair Market Value leases are structured with the assumption that the equipment has a residual value at the end of the lease term.
Need Help?
My Account Support Call 800.800.4239
About Us |Privacy Policy |Terms and Conditions
This order is subject to CDW’s Terms and Conditions of Sales and Service Projects at
http://www.cdwg.com/content/terms-conditions/product-sales.aspx
For more information, contact a CDW account manager
' 2023 CDWG LLC, 200 N. Milwaukee Avenue, Vernon Hills, IL 60061 | 800.808.4239
Hardware Software Services IT Solutions Brands Research Hub
Review and Complete Purchase
Thank you for choosing CDW. We have received your quote.
DAN MAYER,
Thank you for considering CDWG for your technology needs. The details of your quote are below. If
you are an eProcurement or single sign on customer, please log into your system to access
the CDW site. You can search for your quote to retrieve and transfer back into your system for
processing.
For all other customers, click below to convert your quote to an order.
Convert Quote to Order
QUOTE #QUOTE DATE QUOTE REFERENCE CUSTOMER #GRAND TOTAL
NLKN839 7/5/2023 UDC PD 590071 $98,647.53
IMPORTANT - PLEASE READ
Special Instructions: TAX:MULTIPLE TAX JURISDICTIONS APPLYTAX: CONTACT CDW FOR TAX DETAILS
QUOTE DETAILS
ITEM QTY CDW#UNIT PRICE EXT. PRICE
CISCO DIRECT HX-M6-MLB 1 7304884 $0.00 $0.00
108 6786658 $236.82 $25,576.56
108 4983641 $13.25 $1,431.00
3 6786660 $0.00 $0.00
Mfg. Part#: HX-M6-MLB
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACS
TAX: CLEARWATER, FL .0000% $.00Contract:
Cisco HyperFlex Data Platform Advantage Edge Advantage - Term License - 1 l
Mfg. Part#: HXDP-E-AD
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACSElectronic distribution - NO MEDIATAX: CLEARWATER, FL .0000% $.00
Contract:
Cisco Intersight Essentials - 1 License
Mfg. Part#: DC-MGT-SAAS-EST-C
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACSElectronic distribution - NO MEDIATAX: CLEARWATER, FL .0000% $.00Contract:
Cisco Hyperflex System All Flash Edge 220 M6 - rack-mountable - no CPU - 0
Mfg. Part#: HXAF-E-220M6S
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACSTAX: CLEARWATER, FL .0000% $.00Contract:
Page 2 of 4
QUOTE DETAILS (CONT.)
Cisco Smart Net Total Care - extended service agreement 3 6786665 $0.00 $0.00
Mfg. Part#: CON-SNT-HXAFE26S
Cisco Naspo Contract FL
FL #43220000-NASPO-19-ACSElectronic distribution - NO MEDIATAX: CLEARWATER, FL .0000% $.00 Contract:
Cisco - storage controller - SAS 12Gb s 3 6786669 $0.00 $0.00
Mfg. Part#: HX-SAS-220M6
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACSTAX: CLEARWATER, FL .0000% $.00Contract:
Cisco Enterprise Value - SSD - 7.6 TB - SATA 6Gb s 9 6164557 $0.00 $0.00
Mfg. Part#: HX-SD76T61X-EV=
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACS TAX: CLEARWATER, FL .0000% $.00 Contract:
Cisco - SSD - 800 GB - SAS 12Gb s 3 6587926 $0.00 $0.00
3 5485527 $0.00 $0.00
3 5267882 $0.00 $0.00
Mfg. Part#: HX-SD800GK3X-EP
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACSTAX: CLEARWATER, FL .0000% $.00Contract:
Cisco Enterprise Value - solid state drive - 240 GB - SATA 6Gb
s
Mfg. Part#: HX-SD240GM1X-EV
UNSPSC: 43201830
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACSTAX: CLEARWATER, FL .0000% $.00Contract:
Cisco - solid state drive - 240 GB - SATA
Mfg. Part#: HX-M2-240GB=
UNSPSC: 43201830
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACSTAX: CLEARWATER, FL .0000% $.00Contract: S
Cisco - storage controller (RAID) - M.2 Card 3 6452509 $0.00 $0.00
3 6749459 $0.00 $0.00
Mfg. Part#: HX-M2-HWRAID
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACS
TAX: CLEARWATER, FL .0000% $.00 Contract:
Cisco - rack rail kit
Mfg. Part#: HX-RAIL-M6
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACS
TAX: CLEARWATER, FL .0000% $.00 Contract:
Intel Xeon Gold 6326 2.9 GHz processor 3 6661478 $2,687.99 $8,063.97
Mfg. Part#: HX-CPU-I6326
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACSTAX: CLEARWATER, FL .0000% $.00
Page 3 of 4
QUOTE DETAILS (CONT.)
24 7145963 $2,649.00 $63,576.00
Contract: Standard Pricing
Cisco - DDR4 - module - 64 GB - DIMM 288-pin - 3200 MHz PC4-25600 - regis
Mfg. Part#: HX-MR-X64G2RW=
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACSTAX: CLEARWATER, FL .0000% $.00Contract:
Cisco 10 25GbE Single Dual Ethernet Switch 3 6786633 $0.00 $0.00
6 NEW-ITEM $0.00 $0.00
Mfg. Part#: HX-E-TOPO4
Cisco Naspo Contract FLFL #43220000-NASPO-19-ACSTAX: CLEARWATER, FL .0000% $.00 Contract:
NEW ITEM
Mfg. Part#: NEW-ITEM
Cisco
MFG # HX-PSU1-1050WCisco UCS 1050W AC Power Supply for Rack Server PlatinumCisco Naspo Contract FLFL #43220000-NASPO-19-ACS
TAX: CLEARWATER, FL .0000% $.00 Contract:
SUBTOTAL $98,647.53
SHIPPING $0.00
SALES TAX $0.00
GRAND TOTAL $98,647.53
PURCHASER BILLING INFO DELIVER TO
Billing Address:CITY OF CLEARWATERFINANCE DEPTPO BOX 4748CLEARWATER, FL 33758-4748
Phone: (727) 562-4630
Payment Terms: Net 30 Days-Govt State/Local
Shipping Address:CITY OF CLEARWATERDAN MAYER
100 S MYRTLE AVE FL 3CLEARWATER, FL 33756-5520
Shipping Method: UPS Ground
Please remit payments to:
CDW Government75 Remittance DriveSuite 1515Chicago, IL 60675-1515
Sales Contact Info
Ryan Torres | (877) 500-3403 | ryantor@cdwg.com
LEASE OPTIONS
FMV TOTAL FMV LEASE OPTION BO TOTAL BO LEASE OPTION
$98,647.53 $2,644.74/Month $98,647.53 $3,055.11/Month
Monthly payment based on 36 month lease. Other terms and options are available. Contact your Account Manager for details. Payment quoted
is subject to change.
Page 4 of 4
Why finance?
Lower Upfront Costs. Get the products you need without impacting cash flow. Preserve your working capital and existing credit line.
Flexible Payment Terms. 100% financing with no money down, payment deferrals and payment schedules that match your company’s
business cycles.
Predictable, Low Monthly Payments. Pay over time. Lease payments are fixed and can be tailored to your budget levels or revenue streams.
Technology Refresh. Keep current technology with minimal financial impact or risk. Add-on or upgrade during the lease term and choose to
return or purchase the equipment at end of lease.
Bundle Costs. You can combine hardware, software, and services into a single transaction and pay for your software licenses over time! We
know your challenges and understand the need for flexibility.
General Terms and Conditions:
This quote is not legally binding and is for discussion purposes only. The rates are estimate only and are based on a collection of industry data
from numerous sources. All rates and financial quotes are subject to final review, approval, and documentation by our leasing partners.
Payments above exclude all applicable taxes. Financing is subject to credit approval and review of final equipment and services configuration.
Fair Market Value leases are structured with the assumption that the equipment has a residual value at the end of the lease term.
Need Help?
My Account Support Call 800.800.4239
About Us |Privacy Policy |Terms and Conditions
This order is subject to CDW’s Terms and Conditions of Sales and Service Projects at
http://www.cdwg.com/content/terms-conditions/product-sales.aspx
For more information, contact a CDW account manager
' 2023 CDWG LLC, 200 N. Milwaukee Avenue, Vernon Hills, IL 60061 | 800.808.4239
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0812
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: ReportIn Control: Information Technology
Agenda Number: 10.2
SUBJECT/RECOMMENDATION:
Approve a purchase order to Oracle America, Inc. of Redwood Shores, CA for software
maintenance in a not-to-exceed amount of $180,645.39 for a one-year term pursuant to
Clearwater Code of Ordinances Section 2.563 (1)(a), single source, and authorize the
appropriate officials to execute same. (consent)
SUMMARY:
This is an annual maintenance contract for Oracle software consisting of three components :
Oracle database licensing at $47,059.19 for the City’s utility billing and asset management
systems; Oracle OWAM maintenance (asset management system) at $109,620.74 for the
City’s enterprise asset management application; and Oracle Mobile Device at $23,965.46 for
licenses supporting remote access to the asset management application.
This purchase is for the necessary maintenance of the Oracle software, which is only offered
by Oracle, the software manufacturer. This maintenance cannot be acquired from any other
source. The City has used the Oracle software for nearly 20 years.
This Purchase Order represents a $13,381.12 increase in real maintenance costs from a year
ago.
In addition, a one-year software update license and support renewal for WebLogic Suite in the
estimated amount of $24,000.00 will be procured as a Small Purchase using one of Oracle’s
authorized distributors on a separate purchase order. The grand total for Oracle maintenance
to include the WebLogic Suite from an authorized distributer for Oracle will not exceed
$204,645.39.
APPROPRIATION CODE AND AMOUNT:
Funds are available in cost code 5559864-530500, maintenance contracts, to fund this
contract.
Page 1 City of Clearwater Printed on 7/10/2023
Support Service Number: P-95-301-00-000--22
RL_Specified_Agreement_US_v011221
28-Jun-23
Dear Dan Mayer
A support service renewal is expired or about to expire.
The technical support services for support service number P-95-301-00-000--22 will expire,or have
expired on 30-Sep-23.
Renewing these services is easy.Just click the Quick Checkout button below and complete your renewal
online.Once your renewal is completed,the new Support Period for these services will begin on the start
date listed for this renewal in your My Support Renewals account and will be provided through the end
date as shown for this renewal in your My Support Renewals account.A renewal order containing all of
the information about your renewal is also attached for your reference.So that there is no interruption in
these services,please complete your renewal on or before 1-Sep-23.You can see and manage all of
your support service renewals anytime on My Support Renewals by clicking the Manage Your Renewals
button below.
Quick Checkout Manage Your Renewals
To log into My Support Renewals,you will need your username and password:
Your Oracle.com username is:DANIEL.MAYER@MYCLEARWATER.COM
New Customer?Forgot your password?Reset.
If you are unable to complete your renewal on My Support Renewals,you can complete your renewal by
following the instructions in the attached renewal order.So that there is no interruption in these services,
please complete your renewal on or before 1-Sep-23.If applicable,the attached renewal order may
include technical support services that you have requested to order that are in addition to the technical
support services that you are renewing.
Have a question about your renewal?Call 301-641-0727 or email Oracle at mavis.waters@oracle.com.
Have a question regarding Auto Renew or the acceptance process on My Support Renewals?Call 301-
641-0727,Chat on My Support Renewals,or Request Assistance.
Support Service Number: P-95-301-00-000--22
RL_Specified_Agreement_US_v011221
TECHNICAL SUPPORT SERVICES RENEWAL ORDER
GENERAL INFORMATION
OFFER EXPIRATION ORACLE: Oracle America, Inc.
Support Service
Number:P-95-301-00-000--22 Oracle Contact Information:
Mavis Waters
Telephone: 301-641-0727
Fax:
Email: mavis.waters@oracle.com
Offer Expires:30-Sep-23
CUSTOMER: CITY OF CLEARWATER
CUSTOMER
QUOTE TO
CUSTOMER
BILL TO
Account Contact:Dan Mayer Account Contact:Kristina Cook
Account Name:CITY OF CLEARWATER Account Name:CITY OF CLEARWATER
Address:PO Box 4748 Address:Information Technology
Information Technology
Department
CLEARWATER
FL 33758
United States
100 S. Myrtle Ave 3rd Floor
CLEARWATER
FL 33756
United States of America
Telephone:727 562-4662 Telephone:1-727-562-4656
Fax: Fax:
E-mail:Daniel.Mayer@MyClearw
ater.com E-mail:kristina.cook@myclearwater.
com
"You"and "Your"as used in this renewal order,refer to the Customer listed above.
Please take a minute to make sure the email information entered above is correct.Your email address is
particularly important because Oracle may email You certain notices about technical support services.If
You need to make any changes to the Customer information above,You can either login to your My
Support Renewals account and select "Update Quote to Information"to edit Your "Quote To"information
and You can edit Your "Bill To"information at check out.Alternatively,this information can be updated by
providing Your current information along with Your support service number P-95-301-00-000--22,to
Oracle per the General Information section above.
Support Service Number: P-95-301-00-000--22
RL_Specified_Agreement_US_v011221
SERVICE DETAILS
Program Technical Support Services
Service Level:Software Update License & Support
Product Description CSI #Qty License
Metric
License
Level /
Type
Start Date End Date Price
Merant Net Express V3 Win/Nt 14501859 1 USER 1-Oct-23 30-Sep-24 3,395.17
Oracle Utilities Mobile Device
Management Base - Customer
Perpetual
16130816 1 FULL USE 1-Oct-23 30-Sep-24 10,562.95
Micro Focus Visual COBOL for
Windows for 2 Named Users (Mfr
is Microfocus; Third Party
Program)
17885976 1 FULL USE 1-Oct-23 30-Sep-24 10,007.34
Program Technical Support Fees:USD 23,965.46
Program Technical Support Services
Service Level:Software Update License & Support
Product Description CSI #Qty License
Metric
License
Level /
Type
Start Date End Date Price
Oracle Database Enterprise
Edition - Named User Plus
Perpetual
18925318 45 FULL USE 1-Oct-23 30-Sep-24 13,717.98
Oracle Database Enterprise
Edition - Named User Plus
Perpetual
18925318 225 FULL USE 1-Oct-23 30-Sep-24 11,935.40
Oracle Database Enterprise
Edition - Processor Perpetual
18925318 2 FULL USE 1-Oct-23 30-Sep-24 11,040.88
Oracle Database Standard
Edition - Named User Plus
Perpetual
18925318 75 FULL USE 1-Oct-23 30-Sep-24 2,541.36
Oracle Database Standard
Edition - Named User Plus
Perpetual
18925318 115 FULL USE 1-Oct-23 30-Sep-24 7,823.57
Program Technical Support Fees:USD 47,059.19
Program Technical Support Services
Service Level:Software Update License & Support
Product Description CSI #Qty License
Metric
License
Level /
Type
Start Date End Date Price
SPL Synergen Series Base
Product: All Subsystems -
Concurrent User Perpetual
15397410 200 CONCUR
RENT
DEVICE
FULL USE 1-Oct-23 30-Sep-24 35,941.22
Support Service Number: P-95-301-00-000--22
RL_Specified_Agreement_US_v011221
Program Technical Support Services
Service Level:Software Update License & Support
Product Description CSI #Qty License
Metric
License
Level /
Type
Start Date End Date Price
SPL Synergen Series Base
Product: All Subsystems - Server
Perpetual
15397410 1 FULL USE 1-Oct-23 30-Sep-24 28,752.98
SPL Synergen Series ESRI GIS
Integration Extension - Server
Perpetual
15397410 1 FULL USE 1-Oct-23 30-Sep-24 8,985.32
SPL Synergen Series Web
Deployment - Concurrent User
Perpetual
15397410 200 CONCUR
RENT
DEVICE
FULL USE 1-Oct-23 30-Sep-24 35,941.22
Program Technical Support Fees:USD 109,620.74
Total Price:USD 180,645.39
Plus applicable tax
NOTES
·If Oracle accepts Your renewal order,the start date set forth in the Service Details table above shall
serve as the commencement date of the technical support services and the technical support
services ordered under this renewal order will be provided through the end date specified in the table
for the applicable programs and/or hardware ("Support Period").
·If any of the fields listed in the Service Details table above are blank,then such fields do not apply to
Your renewal.
Support Service Number: P-95-301-00-000--22
RL_Specified_Agreement_US_v011221
TECHNICAL SUPPORT SERVICES TERMS
If the Customer and the Customer Quote To name identified in the General Information table above are
not the same,CITY OF CLEARWATER represents that Customer has authorized CITY OF
CLEARWATER to execute this renewal order on the Customer's behalf and to bind the Customer to the
terms contained in this renewal order.CITY OF CLEARWATER agrees that the services ordered are for
the sole benefit of Customer and shall only be used by Customer.CITY OF CLEARWATER agrees to
advise Customer of the terms of this renewal order as well as any communications received from Oracle
regarding the services.
If the Customer and the Customer Bill To name identified in the General Information table above are not
the same,Customer agrees that:a)Customer has the ultimate responsibility for payments under this
renewal order;and b)any failure of CITY OF CLEARWATER to make timely payment per the terms of
this renewal order shall be deemed a breach by Customer and,in addition to any other remedies
available to Oracle,Oracle may terminate Customer's technical support service under this renewal order.
Technical support is provided under Oracle's technical support policies in effect at the time the services
are provided.The technical support policies are subject to change at Oracle's discretion;however,
Oracle will not materially reduce the level of services provided for supported programs and/or hardware
during the period for which fees for technical support have been paid,or for U.S.federal and public sector
entities,the period for which services have been ordered.You should review the technical support
policies prior to entering into this renewal order.
The current version of the technical support policies may be accessed at
http://www.oracle.com/us/support/policies/index.html.
Regarding the inclusion of DFARS 252.204-7012,the parties agree that DFARS 252.204-7012,
Safeguarding Covered Defense Information and Cyber Incident Reporting (OCT 2016),does not apply to
the Commercial Off the Shelf (COTS)licenses or hardware,and does not apply to the associated
technical support because Oracle will not process,collect,develop,receive,transmit,use,or store
"covered defense information"on "covered contractor information systems"as defined in DFARS
252.204-7012,Safeguarding Covered Defense Information and Cyber Incident Reporting (OCT 2016),in
performance of the associated technical support services ordered under this renewal quote,and the
Government agrees that it will not provide "covered defense information"to Oracle in performance of the
associated technical support services.
The technical support services renewed under this renewal order are governed by the terms and
conditions of the SLSA-225665-01-OCT-1995 ("agreement").Any use of the programs and/or hardware,
which includes updates and other materials provided or made available by Oracle as a part of technical
support services,is subject to the rights granted for the programs and/or hardware set forth in the order in
which the programs and/or hardware were acquired.
This renewal order incorporates the agreement by reference. In the event of inconsistencies between the
terms contained in this renewal order and the agreement, this renewal order shall take precedence.
Support Service Number: P-95-301-00-000--22
RL_Specified_Agreement_US_v011221
RENEWAL PROCESSING DETAILS
Please renew the technical support services on this renewal order on My Support Renewals.
If You are unable to renew using My Support Renewals,You can renew using the options below.Your
renewal order is subject to Oracle's acceptance.Your renewal is considered complete when You provide
Oracle with payment details for the renewal as detailed below or an executed Oracle Financing contract.
Once completed,Your renewal cannot be cancelled and Your payment is nonrefundable,except as
provided in the agreement.Oracle will issue an invoice to You upon receipt of a purchase order or a form
of payment acceptable to Oracle.If You are U.S.federal government or public sector entity,Oracle will
issue You an invoice quarterly in arrears after the services are performed.
Unless you are an U.S. federal government entity, Oracle's invoice includes applicable sales tax, GST, or
VAT (collectively referred to as "tax"). If CITY OF CLEARWATER is a tax exempt organization and is not
an U.S. federal government entity, a copy of CITY OF CLEARWATER's tax exemption certificate must be
submitted with CITY OF CLEARWATER's purchase order, credit card, or other acceptable form of
payment.
Please note that unless You are a U.S. federal government or public sector entity, if the pre-tax value of
this renewal is USD $2,000 or less, the technical support services ordered must be paid by credit card; or
You must renew Your support on My Support Renewals.
Technical Support fees are invoiced Quarterly in Arrears.All fees payable to Oracle are due within
30 NET from date of invoice.
You agree to pay any sales,value-added or other similar taxes imposed by applicable law,except for
taxes based on Oracle's income.
PAYMENT DETAILS
Purchase Order
If You are submitting a purchase order for the payment of the renewal of the technical support services on
this renewal order,the purchase order must be in a non-editable format (e.g.,PDF)and include the
following information:
-Support Service Number:P-95-301-00-000--22
-Total Price:USD 180,645.39 (excluding applicable tax)
-Local Tax,if applicable
In issuing a purchase order,CITY OF CLEARWATER agrees that the terms of this renewal order and the
agreement supersede the terms in the purchase order or any other non-Oracle document,and no terms
included in any such purchase order or other non-Oracle document shall apply to the technical support
services renewed under this renewal order.
Please contact Oracle per the General Information section above to issue Your purchase order.
Credit Card
If You wish to use a credit card to pay for the renewal of the technical support services on this renewal
order,please contact Oracle per the General Information section above.Please note that Oracle is
unable to process credit card transactions of USD $100,000 or greater or transactions that are not in
USD.
Check
Support Service Number: P-95-301-00-000--22
RL_Specified_Agreement_US_v011221
If You are submitting a check for the payment of the renewal of the technical support services on this
renewal order,the check must include the following information:
-Support Service Number:P-95-301-00-000--22
-Total Price:USD 180,645.39 (excluding applicable tax)
-Local Tax,if applicable
In issuing a check,CITY OF CLEARWATER agrees that only the terms of this renewal order and the
agreement shall apply to the technical support services renewed under this renewal order.No terms
attached or submitted with the check will apply.
Checks for technical support services renewed under this renewal order should be sent to:
AK,AZ,CA,HI,ID,NV,OR,UT,WA:
Oracle America,Inc
PO Box 884471
Los Angeles,CA 90088-4471
All Other States:
Oracle America,Inc
PO Box 203448
Dallas,TX 75320-3448
Payment Confirmation
If You cannot pay using any of the payment methods described above,please complete this payment
confirmation and submit it to Oracle.Please initial the following statement that best applies to You.
____CITY OF CLEARWATER does not issue purchase orders.
____CITY OF CLEARWATER does not require a purchase order for the services ordered hereto.
CITY OF CLEARWATER certifies that the information provided above is accurate and complies with CITY
OF CLEARWATER's business practices in entering into this renewal order,including obtaining all
necessary approvals to release the funds for this renewal.In issuing this payment confirmation,CITY OF
CLEARWATER agrees that the terms of this renewal order and the agreement shall apply to the technical
support services ordered under this renewal order.No terms attached or submitted with the payment
confirmation will apply.
The signature below affirms CITY OF CLEARWATER's commitment to pay for the services ordered in
accordance with the terms of this renewal order.
CITY OF CLEARWATER
__________________________________
Authorized Signature
__________________________________
Name
__________________________________
Title
__________________________________
Signature Date
Support Service Number: P-95-301-00-000--22
RL_Specified_Agreement_US_v011221
Please contact Oracle per the General Information section above to issue Your Payment Confirmation.
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0770
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Marine & Aviation
Agenda Number: 11.1
SUBJECT/RECOMMENDATION:
Approve a second amendment and second extension to the Water Taxi Services Contract with
Clearwater Ferry Services, Inc. for the term of ten years, commencing October 1, 2023 and
providing $500,000 in subsidies to Clearwater Ferry Services Inc. over a five-year period and
authorize the appropriate officials to execute same. (consent)
SUMMARY:
From reducing traffic on Memorial Causeway and addressing parking shortages on the beach,
to providing tourists with other avenues for entertainment, the City has always had an interest in
connecting downtown and Clearwater Beach with alternative forms of transportation.
RFP #35-16 was released on May 10, 2016, to evaluate the potential for a scheduled water taxi
service in Clearwater providing waterborne transportation between Downtown Clearwater,
Clearwater Beach Marina, and the Clearwater Beach Recreation Center. Since November of
2016, Clearwater Ferry Services Inc. has been the sole provider of this service for the city with
the routes changing periodically during this time. With the understanding that the opening of
Coachman Park has tremendous potential to activate downtown and establish a tourist
destination for our visitors, Clearwater Ferry Services Inc. approached the city to discuss the
city’s interest in subsidizing very specific routes and predictable schedules from our existing
ferry landings at the harbor and beach marinas. Although the requested subsidy is designed to
support these very specific routes, Clearwater Ferry Service Inc. has also included a
non-subsidized Dunedin stop as an added benefit designed to draw visitors to Clearwater
Beach and Coachman Park/Downtown. The requested subsidy, in the amount of $500,000,
is designed to help cover the operating costs required to service the Clearwater routes and
regular schedules (Friday-Sunday from 10 AM - 9:30PM). The City will require Clearwater
Ferry Services Inc. to provide a minimum of two vessels for the routes and incorporates a
penalty in the event a vessel is out of service for an extended period. The subsidy payments
will be made to Clearwater Ferry Service Inc. annually and are reduced with the expectation of
self-sufficiency within the first five years of this ten-year agreement. The payments are as
follows: October 2023 - $150,000, October 2024 - $150,000, October 2025 - $66,667, October
2026 - $66,667, October 2027 - $66,666. Marine and Aviation will be responsible for
maintaining the ferry landings but will be reimbursed $15,000 annually from the General Fund to
offset the revenue lost due to the conversion of rental boat slips to ferry landing slips.
The amendment is designed to allow Clearwater Ferry Services Inc. to continue providing
water taxi service for the City of Clearwater. The amended routes and schedules were
specifically designed to facilitate the activation of downtown and Coachman Park by connecting
Page 1 City of Clearwater Printed on 7/10/2023
File Number: ID#23-0770
the City’s Downtown Harbor Marina and Clearwater Beach Marina by an alternative means of
transportation.
APPROPRIATION CODE AND AMOUNT:
Funding for the first year of agreement, if approved, will be included in the proposed fiscal year
2023/24 operating budget. This represents a General Fund increase of $150,000 for payment
to agencies and $15,000 in interfund transfers to the Marine Fund in the Non-Departmental cost
center. Future year proposed budgets will include funding as approved in this agreement.
Page 2 City of Clearwater Printed on 7/10/2023
Second Amendment and Second Extension to Water Taxi Operating Agreement
THIS CONTRACT renewal entered into this _____ day of July, 2023,
by and between the CITY OF CLEARWATER, a Florida municipal corporation,
hereinafter referred to as "City," P.O. Box 4748, Clearwater, Florida 33758 and
Clearwater Ferry Services, Inc., 615 Pinellas Street, Clearwater, Florida, 33756, a
Florida corporation, hereinafter referred to as "the Corporation"
WHEREAS, the City issued Request for Proposals (RFP) No. 35-16, which is
incorporated by reference hereto as if fully stated herein, seeking an experienced,
appropriately equipped, staffed, licensed and insured water taxi service provider; and
WHEREAS, the Corporation was the winning bidder of RFP 35-16 and was
awarded a two-year initial contract ("the Contract") on November 18, 2016; and
WHEREAS, the City Council has authorized two additional extensions of the prior
agreement; and
WHEREAS, the Corporation presently offers the only public waterborne
transportation option that offers service between downtown Clearwater and Clearwater
Beach, thereby qualifying the Corporation for consideration as a sole source or single
source vendor; and
WHEREAS, the City desires to continue to support water taxi services connecting
various areas that are exclusively within Clearwater, and in particular desires to promote
safe and comfortable transit between Clearwater Beach and downtown Clearwater;
NOW THEREFORE, in consideration of the promises stated herein, the City and
the Corporation mutually agree as follows:
1.RECITALS
The recitals above are true and correct, and incorporated herein by reference.
2.PROVISION OF WATER TAXI SERVICE
FERRY -- SECOND AMENDMENT AND SECOND EXTENSION OF WATER TAXI OPERATING
AGREEMENT (June 2023).DOCX
of this Agreement and for a period of five (5) years following the expiration or earlier
termination of this Agreement.
The Corporation shall also provide monthly operations reports, and such reports
shall include Water Taxi ridership numbers and also disclose the fare amount charged to
passengers.
12.INDEMNIFICATION AND INSURANCE
Subject to Section 768.28, Florida Statutes, the Corporation agrees to comply with
all terms, provisions, and requirements contained in Request for Proposal (RFP) No. 35-
16, Water Taxi Services, including, but not limited to, S.25 -Indemnification/Liability, and
the Corporation agrees to designate the City as an additional insured under its own
insurance policy. RFP No. 35-16 is incorporated into this Renewal by reference. To the
extent there is any ambiguity between the terms of this Renewal and the terms of the RFP,
the terms of this Renewal prevail. Nothing herein shall be construed as consent by the
City to be sued by third parties, or as a waiver or modification of the provisions or limits of
Section 768.28, Florida Statutes or the Doctrine of Sovereign Immunity.
13.TAXES, FEES, AND COSTS
The City shall not charge the Corporation fees for usage of the city dockage and
associated upland areas. The Corporation will be solely responsible for payment of its
own income and sales taxes. The Corporation's storage and fuel costs remain the
Corporation's responsibility.
14.CONSTRUCTION AND ALTERATION OF CITY DOCKAGE AND UPLAND
AREAS
The Corporation shall not make or permit to be made any alterations, additions,
improvement or changes to the city dockage or associated upland area nor permit the
Page 8 of 12
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0732
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Public Utilities
Agenda Number: 12.1
SUBJECT/RECOMMENDATION:
Authorize a Purchase Order to W.W. Grainger of Lake Forest, IL., for the purchase of
maintenance, repair, and operating supplies in the not-to-exceed amount of $350,000.00
($175,000.00 for Public Utilities and $175,000.00 for General Services) for the period of July 1,
2023 through June 30, 2024, for one year, per Clearwater Code of Ordinances Section 2.563(1)
(c), piggyback, and authorize the appropriate officials to execute same. (consent)
SUMMARY:
Grainger provides a reliable source for facilities maintenance, repair, and operations (MRO)
and industrial supplies and equipment, including but not limited to janitorial and cleaning
supplies and equipment, plumbing and electrical supplies, hand-held power tools and safety
supplies and equipment. This contract will allow the City to benefit from previously established
competitive prices and discounts for various items as required.
Piggyback State of Florida Contract# 31160000-20-NASPO-ACS, Facilities Maintenance,
Repair and Operations and Industrial Supplies valid through June 30, 2024
APPROPRIATION CODE AND AMOUNT:
Budgeted funds are available in Public Utilities and General Services operating cost centers to
cover the cost of the contract for FY23.
Funding for the period in fiscal year FY24 will be requested within the contract calendar and
spending limits.
Page 1 City of Clearwater Printed on 7/10/2023
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Exhibit A ADDITIONAL SPECIAL CONTRACT CONDITIONS
The Contractor and agencies, as defined in section 287.012, Florida Statutes acknowledge and agree to be bound by the terms and conditions of the Master Contract except as otherwise specified in the Contract, which includes the Special Contract Conditions and these Additional Special Contract Conditions.
A.Orders: Contractor must be able to accept the State of Florida Purchasing Card andMyFloridaMarketPlace (MFMP) purchase orders.
B.Contractor and Subcontractors, Affiliates, Partners, Resellers, Distributors, and Dealers:By execution of a Contract, the Contractor acknowledges that it will not be released of its
contractual obligations to the Department or state agencies because of any failure of anaffiliate, partner, subcontractor, reseller, distributor, or dealer. The Contractor isresponsible for ensuring that its affiliates, partners, subcontractors, resellers, distributors,
and dealers providing commodities and performing services in furtherance of the Contractdo so in compliance with the terms and conditions of the Contract. The Contractor is fullyresponsible for satisfactory completion of all work performed under the Contract.
C.Preferred Pricing: It is the responsibility of the Contractor to provide a completed PreferredPricing Affidavit upon Contract execution and annually thereafter throughout the Contractterm in accordance with the Special Contract Conditions.
D.Purchases Prerequisites: Contractor must ensure that entities receiving payment directlyfrom Customers under this Contract must have met the following requirements:
•Have an active registration with the Florida Department of State, Division ofCorporations (www.sunbiz.org), or, if exempt from the registration requirements,provide the Department with the basis for such exemption.
•Be registered in the MFMP Vendor Information Portal (https://vendor.myfloridamarketplace.com).
•Have a current W-9 filed with the Florida Department of Financial Services(https://flvendor.myfloridacfo.com)
E.Punchout Catalog and Electronic Invoicing.The Contractor is required to provide a MFMP punchout catalog. The Contractor will have90 calendar days to implement a mandatory punchout catalog for this Contract. Thepunchout catalog provides an alternative mechanism for suppliers to offer the Stateaccess to Products awarded under the Contract. The punchout catalog also allows fordirect communication between the MFMP eProcurement System and a supplier’sEnterprise Resource Planning (ERP) system, which can reflect real-time Productinventory/availability information.
Through utilization of the punchout catalog model, a Florida buyer will “punch out” to a
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Alternate Contract Source (ACS)
No. 31160000-20-NASPO-ACS
For
Facilities Maintenance, Repair, and Operations (MRO) and Industrial
Supplies
Page 1 of 3
This Contract is made by and between the State of Florida, Department of Management
Services (Department), an agency of the State of Florida (State), and W.W. Grainger, Inc., 3924
West Pensacola Street, Tallahassee, Florida 32304 (Contractor), collectively referred to herein
as the “Parties.”
The Department is authorized by section 287.042(16), Florida Statutes, to evaluate contracts let
by the Federal Government, another state, or a political subdivision for the provision of
commodities and contract services, and, if it is determined in writing to be cost-effective and in
the best interest of the state, to enter into a written agreement authorizing an agency to make
purchases under such contract.”
NASPO ValuePoint, and the lead State of Oregon, competitively procured facilities
maintenance, repair, and operations (MRO) and industrial supplies, and signed Contract #8496
with the Contractor, attached hereto as Exhibit E (Master Agreement). The Master Agreement
became effective on April 17, 2018, and is scheduled to expire on June 30, 2023. The Master
Agreement has no renewal options available.
The Department evaluated the Master Agreement, and hereby acknowledges that use of the
Master Agreement as an alternate contract source is cost-effective and in the best interest of
the State.
Accordingly, the Parties agree as follows:
1. Term and Effective Date.
The initial term of this Contract will begin July 1, 2020 or on the date the Contract is fully
signed by all Parties, whichever is later, and will expire June 30, 2023, consistent with the
Master Agreement, unless terminated earlier in accordance with Exhibit B, Special Contract
Conditions (Florida).
2. Modifications or Additions to Master Agreement.
As used in this document, Contract (whether capitalized or not) will, unless the context
requires otherwise, mean this document and all incorporated Exhibits, which set forth the
entire understanding of the Parties and supersede any and all prior agreements.
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Alternate Contract Source (ACS)
No. 31160000-20-NASPO-ACS
For
Facilities Maintenance, Repair, and Operations (MRO) and Industrial Supplies
Page 2 of 3
This Contract may only be modified or amended upon mutual written agreement by the
Parties. If amendments are made to the Master Agreement, the Contractor shall: 1) notify
the Department of such amendments; and 2) provided the Department is amenable to
incorporating the amendments into this Contract, enter into a written amendment with the
Department reflecting the addition of such amendments to this Contract.
All Exhibits attached or listed below are incorporated in their entirety into, and will form part
of, this Contract. Exhibit A and Exhibit B modify or supplement the terms and conditions of
the Master Agreement. In the event of a conflict, the following order of precedence will
apply:
a) This Contract document and amendments, if any, with the latest issued having priority. b) Exhibit A: Additional Special Contract Conditions (Florida) c) Exhibit B: Special Contract Conditions (Florida) d) Exhibit C: State of Florida Price Sheet e) Exhibit D: NASPO ValuePoint Participating Addendum
f) Exhibit E: Master Agreement
Where the laws and regulations of a state other than the State of Florida are cited or
referenced in the Master Agreement, such citation or reference will be replaced by the
comparable Florida law or regulation.
3. Purchases off this Contract.
Upon execution of this Contract, agencies (as defined in section 287.012, Florida Statutes)
may purchase products and services under this Contract using this State of Florida ACS No.
31160000-20-NASPO-ACS. State agencies acknowledge and agree to be bound by the
terms and conditions of the Master Agreement except as otherwise specified in this
Contract.
4. Primary Contacts
Department’s Contract Manager: Shaveon Nelson
Division of State Purchasing
Florida Department of Management Services
4050 Esplanade Way, Suite 370.1X
Tallahassee, Florida 32399-0950
Telephone: (850) 922-1214
Email: Shaveon.Nelson@dms.myflorida.com
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Alternate Contract Source (ACS)
No. 31160000-20-NASPO-ACS
For
Facilities Maintenance, Repair, and Operations (MRO) and Industrial Supplies
Page 3 of 3
Contractor’s Contract Manager:
Kevin Sandt
W.W. Grainger, Inc.
3924 West Pensacola Street
Tallahassee, Florida 32304
Telephone: (770) 722-2459
Email: Kevin.Sandt@grainger.com
5. Warranty of Authority
Each person signing this document warrants that he or she is duly authorized to do so and to
bind the respective party.
6. Entire Agreement of the Parties
This document and the attached exhibits constitute the Contract and the entire understanding
of the Parties. Any amendments hereto must be in writing and signed by the Parties.
IN WITNESS THEREOF, the Parties hereto have caused this Contract, which includes the
attached and incorporated Exhibits, to be executed by their undersigned officials as duly
authorized. This Contract is not valid and binding until signed and dated by the Parties.
CONTRACTOR STATE OF FLORIDA,
W.W. Grainger, Inc. DEPARTMENT OF
MANAGEMENT SERVICES
_____________________________ _______________________________
Tami Fillyaw Chief of Staff
_____________________________ _______________________________
Date: Date:
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ADDITIONAL SPECIAL CONTRACT CONDITIONS
Exhibit A
The following changes are modifying or supplementing the Master Agreement terms and conditions.
1. Vendor Registration: In order to complete any transaction between a Customer and the Contractor, the Contractor must be registered in MyFloridaMarketPlace.
2. Additional Customer Terms: If any law, rule, ordinance, or other local governmental authority requires additional contract language before a Customer can make a purchase under this Contract, the Customer is responsible for including such language in its order.
3. The State of Florida’s performance and obligation to pay under this Contract is contingent upon an annual appropriation by the Legislature. The Contractor shall comply with section 11.062, Florida Statutes, and section 216.347, Florida Statutes, prohibiting use of funds
to lobby the Legislature, the judicial branch, or state agencies.
4. Employment Eligibility Verification: The language of Subsection 13.2 of the Special Contract Conditions regarding E-Verify shall apply to resellers as well as other
subcontractors.
5. Orders: Any order placed by a Customer for a product and/or service available from this Contract shall be deemed to be a sale under and governed by the terms and conditions
of the Contract. To the extent the Customer and the Contractor agree on additional terms, the terms will be documented on the Customer’s order and signed by both parties.
Contractor must be able to accept orders via fax, e-mail, or the MyFloridaMarketPlace
(MFMP).
6. Punchout Catalog and Electronic Invoicing: The Contractor is required to provide an
MFMP punchout catalog. The punchout catalog provides an alternative mechanism for suppliers to offer the State of Florida access to products awarded under the Contract. The punchout catalog also allows for direct communication between the MFMP eProcurement System and a supplier’s Enterprise Resource Planning (ERP) system, which can reflect real-time product inventory/availability information. Through utilization of the punchout catalog model, a user will “punch out” to a supplier’s website. Using the search tools on the supplier’s Florida punchout catalog site, the user
selects the desired products and services. When complete, the user exits the supplier’s
punchout catalog site and the shopping cart (full of products and services) is “brought
back” to MFMP. No orders are sent to a supplier when the user exits the supplier’s
punchout catalog site. Instead, the chosen products and services are “brought back” to MFMP as Purchase Order line items. The user can then proceed through the normal workflow steps, which may include adding/editing the products in the Purchase Order. An
order is not submitted to a supplier until the user approves and submits the purchase
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order, at which point the supplier receives an email with the order details.
The Contractor may be required to invoice electronically pursuant to guidelines of the Department of Management Services. Electronic invoices may be submitted to the agency through the Ariba Network (AN) in one of three mechanisms as listed below. The
Contractors may select the method that best meets their capabilities from the following list:
• cXML (commerce eXtensible Markup Language)
This standard establishes the data contents required for invoicing via cXML within the context of an electronic environment. This transaction set can be used for invoicing via the Ariba Network (AN) for catalog and non-catalog products and services. The cXML format is the Ariba preferred method for eInvoicing.
• EDI (Electronic Data Interchange)
This standard establishes the data contents of the Invoice Transaction Set (810) for use within the context of an Electronic Data Interchange (EDI) environment. This transaction set can be used for invoicing via the ASN for catalog and non-catalog
products and services.
• PO Flip via ASN
This online process allows suppliers to submit invoices via the AN for catalog and non-catalog products and services. Suppliers have the ability to create an invoice directly
from their Inbox in their AN account by simply “flipping” the PO into an invoice. This
option does not require any special software or technical capabilities. For the purposes of this section, the Contractor warrants and represents that it is
authorized and empowered to and hereby grants the State and the third party provider of MFMP, a State contractor, the right and license to use, reproduce, transmit, distribute, and publicly display within the system the information outlined above. In
addition, the Contractor warrants and represents that it is authorized and empowered to and hereby grants the State and the third party provider the right and license to
reproduce and display within the system the Contractor’s trademarks, system marks,
logos, trade dress, or other branding designation that identifies the products made available by the Contractor under the Contract. The Contractor will work with the MFMP management team to obtain specific requirements for the punchout catalog and electronic invoicing.
7. Contract Reporting: The Contractor shall report information on orders received from Customers associated with this Contract.
The Contractor shall submit reports in accordance with the following schedule:
Report Period Covered Due Dates
MFMP Transaction Report Calendar month 15th calendar day of the month following the receipt
of payment for the vendor’s good or services.
Quarterly Sales Report State’s Fiscal Quarter 15 calendar days after close of the period
No favorable action will be considered for any contractor who has outstanding Contract Quarterly Sales Reports, MFMP Transaction Fee Reports, or any other documentation, to include fees / monies that is required under the Contract.
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• Quarterly Sales Report: The Contractor agrees to submit a Quarterly Sales Report to
the Department’s Contract Manager within fifteen (15) calendar days after the close of each State Fiscal quarter.
Quarterly reporting timeframes coincide with the State Fiscal Year as follows:
Quarter 1 - (July-September) – due 15 calendar days after close of the period.
Quarter 2 - (October-December) – due 15 calendar days after close of the period. Quarter 3 - (January-March) – due 15 calendar days after close of the period. Quarter 4 - (April-June) – due 15 calendar days after close of the period.
Quarterly reporting periods should coincide with the Contract term and begin the quarter following Contract execution. Reports must be submitted in MS Excel format
and can be retrieved by accessing the following link at: https://www.dms.myflorida.com/business_operations/state_purchasing/vendor_resources/quarterly_sales_report_format.
The report will include all sales (orders) from Customers received (associated with this Contract) during the period. Initiation and submission of the Quarterly Report is the responsibility of the Contractor without prompting or notification from the Department’s Contract Manager. If no orders are received during the period, the Contractor must submit a report stating that there was no activity. If the Contractor fails to submit two consecutive quarterly sales reports, this Contract may be terminated for convenience or the Department may choose to not renew the Contract.
In addition, the Department may require additional sales information such as copies of purchase orders, or ad hoc sales reports. The Contractor shall submit these specific
ad hoc requests within the specified amount of time as requested by the Department.
• MFMP Transaction Fee Report: The Contractor is required to submit monthly
Transaction Fee Reports in the Department’s electronic format. Reports are due 15 calendar days after the end of the reporting period. For information on how to submit
Transaction Fee Reports online, please reference the detailed fee reporting instructions and Vendor training presentations available online at the Transaction Fee Reporting and Vendor Training subsections under Vendor on the MFMP website:
MFMP Transaction Fee and Reporting. Assistance is also available with the Transaction Fee Reporting System from the MFMP Customer Service Desk by email at feeprocessing@myfloridamarketplace.com or telephone 866-FLA-EPRO (866- 352-
3776) from 8:00 a.m. to 6:00 p.m. Eastern Time. 8. Ad hoc Reports: The Department reserves the right to require additional reports or
information pertaining to this Contract and any resulting purchase orders or contracts with customers. The Contractor must submit the report or information within five (5) business days after receipt of a Department request, unless otherwise approved by the Department. 9. Financial Consequences: The following financial consequences will apply for nonperformance of the contract by a Contractor. The State reserves the right to withhold payment or implement other appropriate remedies, such as contract termination or nonrenewal, when the Contractor has failed to perform/comply with provisions of the
Contract. These consequences for non-performance are not to be considered penalties. The financial consequences will be paid via check or money order and made out to the
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Department of Management Services in US Dollars within thirty (30) calendar days after the required report submission date. These consequences are individually assessed for
failures over each target period beginning with the first full month or quarter of the contract performance and every quarter thereafter.
Performance Metrics
Description
Performance
Target
Frequency
Financial
Consequence
for Non-
Performance
(Per Day Late)
Quarterly Sales Report Submission Quarterly Sales Report are due on or before the 15th calendar day after close of a quarter.
100% Quarterly $250
Monthly Transaction Fee Report Transaction Fee Report are due on or before the 15th calendar day after close of the period.
100% Monthly $100
10. If the Department determines that the Contractor has failed to meet requirements listed in the table above, the Department may assess the Contractor a fee as listed in the Financial
Consequences. The Department, in its sole discretion, may extend the time of
performance for excusable delays due to unforeseeable causes beyond the Contractor’s control.
These consequences of non-performance shall not be considered penalties.
11. Business Review Meetings: The Department reserves the right to schedule business review meetings as frequently as necessary. The Participating State will provide the format
for the Contractor's agenda. Prior to the meeting, the Contractor shall submit the completed agenda to the Participating State/Entity for review and acceptance. The
Contractor shall address the agenda items and any of the Participating State’s additional
concerns at the meeting. At minimum, the parties shall meet to discuss:
• Program compliance
• Program trending review
• Savings report: Hard dollar and soft dollar
• Spend report
• Subcontractor and contingent staff performance • Recommendations for improved compliance and performance
Failure to comply with this section may result in the Contractor being found in default and Contract termination.
12. Certification of Drug-Free Workplace: In executing this Contract, Contractor certifies that it has implemented a drug-free workforce program. 13. Subcontractors: The Contractor may use resellers in order to provide equipment and services. All resellers shall be the direct responsibility of the Contractor. The Contractor is responsible for all liability, terms and conditions within the Master Agreement and this Contract. The Contractors resellers participation will be in accordance with the terms and
conditions set forth in the aforementioned Master Agreement and this Contract. If a reseller is authorized to conduct business on behalf of the Contractor and the reseller is to receive compensation from the Contractor for its services, then any dispute between
the Contractor and the reseller shall be resolved between the Contractor and the reseller.
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The State of Florida is not a party to any agreement entered into between the Contractor and its resellers. The Contractor shall be responsible to report all contract sales (and pay
any associated MFMP transaction fees), including those of any such resellers and shall ensure that all such resellers meet the following requirements:
The Contractor shall be responsible for reporting all contract sales (and pay any associated MFMP transaction fees), including those of any such subcontractors, and shall ensure that all such subcontractors meet the following requirements:
• Have an ACTIVE business registration with the Florida Department of State, Division
of Corporations, which can be found at: https://dos.myflorida.com/sunbiz/ (unless, pursuant to Florida Statutes, the subcontractor is not required to register);
• Be registered in the MFMP Vendor Information Portal: https://vendor.myfloridamarketplace.com;
• Not be on the State of Florida’s Convicted, Suspended, or Discriminatory Vendor’s Lists, which can be found at: https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency
_resources/vendor_registration_and_vendor_lists;
• Have a copy of the e-Verify Status for any subcontractor employees who provide
equipment or services under the Contract and provide such to the Department upon
request; and
• Have a current W-9 filed with the Florida Department of Financial Services, which can
be found at: https://flvendor.myfloridacfo.com.
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SPECIAL CONTRACT CONDITIONS
JULY 1, 2019 VERSION
Table of Contents
SECTION 1. DEFINITION. .......................................................................................................................... 2
SECTION 2. CONTRACT TERM AND TERMINATION. ................................................................................ 2
SECTION 3. PAYMENT AND FEES. ............................................................................................................ 3
SECTION 4. CONTRACT MANAGEMENT. ................................................................................................. 4
SECTION 5. COMPLIANCE WITH LAWS. ................................................................................................... 6
SECTION 6. MISCELLANEOUS. ................................................................................................................. 7
SECTION 7. LIABILITY AND INSURANCE…………………………………………………………………………………………….. 9
SECTION 8. PUBLIC RECORDS, TRADE SECRETS, DOCUMENT MANAGEMENT, AND INTELLECTUAL
PROPERTY. ............................................................................................................................................. 10
SECTION 9. DATA SECURITY. ................................................................................................................. 12
SECTION 10. GRATUITIES, LOBBYING, AND COMMUNICATIONS. ......................................................... 13
SECTION 11. CONTRACT MONITORING. ............................................................................................... 14
SECTION 12. CONTRACT AUDITS. .......................................................................................................... 15
SECTION 13. BACKGROUND SCREENING AND SECURITY. ..................................................................... 16
SECTION 14. WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. ................................................... 17
In accordance with Rule 60A-1.002(7), F.A.C., Form PUR 1000 is included
herein by reference but is superseded in its entirety by these Special
Contract Conditions.
Exhibit B
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SECTION 1. DEFINITION.
The following definition applies in addition to the definitions in Chapter 287, Florida Statutes (F.S.), and Rule Chapter 60A-1, Florida Administrative Code (F.A.C.):
1.1 Customer. The agency or eligible user that purchases commodities or contractual services pursuant to the Contract.
SECTION 2. CONTRACT TERM AND TERMINATION.
2.1 Initial Term. The initial term will begin on the date set forth in the Contract documents or on the date the Contract is signed by all Parties, whichever is later.
2.2 Renewal. Upon written agreement, the Department and the Contractor may renew the Contract in whole or in part only as set forth in the Contract documents, and in accordance with section 287.057(13), F.S.
2.3 Suspension of Work and Termination.
2.3.1 Suspension of Work. The Department may, at its sole discretion, suspend any or all activities under the Contract, at any time, when it is in the best interest of the State of Florida to do so. The
Customer may suspend a resulting contract or purchase order, at any time, when in the best interest of the Customer to do so. The Department or Customer will provide the Contractor written notice outlining the particulars of the suspension. After receiving a
suspension notice, the Contractor must comply with the notice and will cease the performance of the Contract or purchase order. Suspension of work will not entitle the Contractor to any additional compensation. The Contractor will not resume performance of the Contract or purchase order until so authorized by the Department.
2.3.2 Termination for Convenience. The Contract may be terminated by the Department in whole or in part at any time, in the best interest of the State of Florida. If the Contract is terminated before performance is
completed, the Contractor will be paid only for that work satisfactorily performed for which costs can be substantiated. Such payment, however, may not exceed an amount which is the same percentage of the Contract price as the amount of work satisfactorily
performed. All work in progress will become the property of the Customer and will be turned over promptly by the Contractor.
2.3.3 Termination for Cause. If the performance of the Contractor is not in compliance with the Contract requirements or the Contractor has defaulted, the Department may:
(a) immediately terminate the Contract;(b) notify the Contractor of the noncompliance or default, require correction, and specify
the date by which the correction must be completed before the Contract is terminated; or(c) take other action deemed appropriate by the Department.
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SECTION 3. PAYMENT AND FEES.
3.1 Pricing.
The Contractor will not exceed the pricing set forth in the Contract documents.
3.2 Price Decreases.
The following price decrease terms will apply to the Contract:
3.2.1 Quantity Discounts. Contractor may offer additional discounts for one-time delivery of
large single orders;
3.2.2 Preferred Pricing. The Contractor guarantees that the pricing indicated in this
Contract is a maximum price. Additionally, Contractor’s pricing will not exceed the pricing offered under comparable contracts. Comparable contracts are those that are similar in size, scope, and terms. In compliance with section 216.0113, F.S., Contractor must annually submit an affidavit from the Contractor’s authorized representative attesting that the Contract complies with this clause.
Clarification: Grainger accepts the terms in this section as written and will annually submit an affidavit attesting to the fact that we guarantee that the pricing indicated in this Contract
is a maximum price and that Grainger’s pricing will not exceed the contract pricing offered under comparable contracts. Comparable contracts as defined by this Statute are those that are similar in size, scope, and terms. Given the vagueness of this definition and wide
variety of Grainger commercial and government customers that arguably are or are not similar in size, scope and terms, we request that the focus of our attestation in compliance with section 216.0113, F.S., be focused on NASPO affiliated States and that reference to
pricing parity be defined as NASPO contract published pricing.
3.2.3 Sales Promotions. In addition to decreasing prices for the balance of the Contract term due to a change in market conditions, the Contractor may conduct sales promotions involving price reductions for a specified lesser period. The Contractor must submit documentation identifying the proposed: (1) starting and ending dates of the promotion, (2) commodities or contractual services involved, and (3) promotional prices compared to then-authorized prices.
3.3 Payment Invoicing. The Contractor will be paid upon submission of invoices to the Customer after delivery and
acceptance of commodities or contractual services is confirmed by the Customer. Invoices must contain sufficient detail for an audit and contain the Contract Number and the Contractor’s Federal Employer Identification Number.
3.4 Purchase Order. A Customer may use purchase orders to buy commodities or contractual services pursuant
to the Contract and, if applicable, the Contractor must provide commodities or contractual services pursuant to purchase orders. Purchase orders issued pursuant to the Contract must be received by the Contractor no later than the close of business on the last day of
the Contract’s term. The Contractor is required to accept timely purchase orders specifying delivery schedules that extend beyond the Contract term even when such extended delivery will occur after expiration of the Contract. Purchase orders shall be valid through their specified term and performance by the Contractor, and all terms and conditions of the Contract shall survive the termination or expiration of the Contract and apply to the Contractor’s performance. The duration of purchase orders for recurring deliverables shall not exceed the expiration of the Contract by more than twelve months. Any purchase order terms and conditions conflicting with these Special Contract Conditions shall not become a
part of the Contract.
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3.5 Travel. Travel expenses are not reimbursable unless specifically authorized by the Customer in
writing and may be reimbursed only in accordance with section 112.061, F.S.
3.6 Annual Appropriation.
Pursuant to section 287.0582, F.S., if the Contract binds the State of Florida or an agency for the purchase of services or tangible personal property for a period in excess of one fiscal year, the State of Florida’s performance and obligation to pay under the
Contract is contingent upon an annual appropriation by the Legislature.
3.7 Transaction Fees.
The State of Florida, through the Department of Management Services, has instituted MyFloridaMarketPlace, a statewide eProcurement system pursuant to section 287.057(22), F.S. All payments issued by Customers to registered Vendors for purchases of commodities or contractual services will be assessed Transaction Fees as prescribed by rule 60A-1.031, F.A.C., or as may otherwise be established by law. Vendors must pay the Transaction Fees and agree to automatic deduction of the Transaction Fees when automatic deduction becomes available. Vendors will submit any monthly reports required pursuant to the rule. All such reports and payments will be subject to audit. Failure to comply with the payment of the Transaction Fees or reporting of transactions will constitute grounds for declaring the Vendor in default and subject the Vendor to exclusion from business with the State of Florida.
3.8 Taxes. Taxes, customs, and tariffs on commodities or contractual services purchased under the
Contract will not be assessed against the Customer or Department unless authorized by Florida law.
3.9 Return of Funds. Contractor will return any overpayments due to unearned funds or funds disallowed pursuant to the terms of the Contract that were disbursed to the Contractor. The Contractor must return any overpayment within forty (40) calendar days after either discovery by the Contractor, its independent auditor, or notification by the Department or Customer of the overpayment.
SECTION 4. CONTRACT MANAGEMENT.
4.1 Composition and Priority. The Contractor agrees to provide commodities or contractual services to the Customer
as specified in the Contract. Additionally, the terms of the Contract supersede the terms of all prior agreements between the Parties on this subject matter.
4.2 Notices. All notices required under the Contract must be delivered to the designated Contract Manager in a manner identified by the Department.
4.3 Department’s Contract Manager. The Department’s Contract Manager, who is primarily responsible for the Department’s
oversight of the Contract, will be identified in a separate writing to the Contractor upon Contract signing in the following format:
Department’s Contract Manager Name
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Department’s Name Department’s Physical Address
Department’s Telephone # Department’s Email Address
If the Department changes the Contract Manager, the Department will notify the Contractor. Such a change does not require an amendment to the Contract.
4.4 Contractor’s Contract Manager. The Contractor’s Contract Manager, who is primarily responsible for the Contractor’s oversight of the Contract performance, will be identified in a separate writing to the
Department upon Contract signing in the following format:
Contractor’s Contract Manager Name Contractor’s Name Contractor’s Physical Address Contractor’s Telephone # Contractor’s Email Address
If the Contractor changes its Contract Manager, the Contractor will notify the Department. Such a change does not require an amendment to the Contract.
4.5 Diversity.
4.5.1 Office of Supplier Diversity.
The State of Florida supports its diverse business community by creating opportunities for woman-, veteran-, and minority-owned small business enterprises to participate in procurements and contracts. The Department encourages supplier diversity through
certification of woman-, veteran-, and minority-owned small business enterprises and provides advocacy, outreach, and networking through regional business events. For additional information, please contact the Office of Supplier Diversity (OSD) at
osdinfo@dms.myflorida.com.
4.5.2 Diversity Reporting. Upon request, the Contractor will report to the Department its spend with business enterprises certified by the OSD. These reports must include the time period covered, the name and Federal Employer Identification Number of each business enterprise utilized during the period, commodities and contractual services provided by the business enterprise, and the amount paid to the business enterprise on behalf of each
agency purchasing under the Contract.
4.6 RESPECT.
Subject to the agency determination provided for in section 413.036, F.S., the following statement applies:
IT IS EXPRESSLY UNDERSTOOD AND AGREED THAT ANY ARTICLES THAT ARE THE SUBJECT OF, OR REQUIRED TO CARRY OUT, THIS CONTRACT SHALL BE PURCHASED FROM A NONPROFIT AGENCY FOR THE BLIND OR FOR THE
SEVERELY HANDICAPPED THAT IS QUALIFIED PURSUANT TO CHAPTER 413, FLORIDA STATUTES, IN THE SAME MANNER AND UNDER THE SAME PROCEDURES SET FORTH IN SECTION 413.036(1) AND (2), FLORIDA STATUTES;
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AND FOR PURPOSES OF THIS CONTRACT THE PERSON, FIRM, OR OTHER BUSINESS ENTITY CARRYING OUT THE PROVISIONS OF THIS CONTRACT SHALL
BE DEEMED TO BE SUBSTITUTED FOR THE STATE AGENCY INSOFAR AS DEALINGS WITH SUCH QUALIFIED NONPROFIT AGENCY ARE CONCERNED.
Additional information about RESPECT and the commodities or contractual services it offers is available at https://www.respectofflorida.org.
4.7 PRIDE. Subject to the agency determination provided for in sections 287.042(1) and 946.515, F.S., the following statement applies:
IT IS EXPRESSLY UNDERSTOOD AND AGREED THAT ANY ARTICLES WHICH ARE THE SUBJECT OF, OR REQUIRED TO CARRY OUT, THIS CONTRACT SHALL BE PURCHASED FROM THE CORPORATION IDENTIFIED UNDER CHAPTER 946, F.S., IN THE SAME MANNER AND UNDER THE SAME PROCEDURES SET FORTH IN SECTION 946.515(2) AND (4), F.S.; AND FOR PURPOSES OF THIS CONTRACT THE PERSON, FIRM, OR OTHER BUSINESS ENTITY CARRYING OUT THE PROVISIONS OF THIS CONTRACT SHALL BE DEEMED TO BE SUBSTITUTED FOR THIS
AGENCY INSOFAR AS DEALINGS WITH SUCH CORPORATION ARE CONCERNED.
Additional information about PRIDE and the commodities or contractual services it offers
is available at https://www.pride-enterprises.org.
SECTION 5. COMPLIANCE WITH LAWS.
5.1 Conduct of Business. The Contractor must comply with all laws, rules, codes, ordinances, and licensing
requirements that are applicable to the conduct of its business, including those of federal, state, and local agencies having jurisdiction and authority. For example, the Contractor must comply with section 274A of the Immigration and Nationality Act, the Americans with Disabilities Act, Health Insurance Portability and Accountability Act, if applicable, and all prohibitions against discrimination on the basis of race, religion, sex, creed, national origin, handicap, marital status, or veteran’s status. The provisions of subparagraphs 287.058(1)(a)-(c), and (g), F.S., are hereby incorporated by reference.
5.2 Dispute Resolution, Governing Law, and Venue. Any dispute concerning performance of the Contract shall be decided by the Department's designated Contract Manager, who will reduce the decision to writing and
serve a copy on the Contractor. The decision of the Contract Manager shall be final and conclusive. Exhaustion of this administrative remedy is an absolute condition precedent to the Contractor's ability to pursue legal action related to the Contract or any other form
of dispute resolution. The laws of the State of Florida govern the Contract. The Parties submit to the jurisdiction of the courts of the State of Florida exclusively for any legal action related to the Contract. Further, the Contractor hereby waives all privileges and
rights relating to venue it may have under Chapter 47, F.S., and all such venue privileges and rights it may have under any other statute, rule, or case law, including, but not limited to, those based on convenience. The Contractor hereby submits to venue in
the county chosen by the Department. 5.3 Department of State Registration.
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Consistent with Title XXXVI, F.S., the Contractor and any subcontractors that assert status, other than a sole proprietor, must provide the Department with conclusive
evidence of a certificate of status, not subject to qualification, if a Florida business entity, or of a certificate of authorization if a foreign business entity.
5.4 Suspended, Convicted, and Discriminatory Vendor Lists. In accordance with sections 287.042, 287.133, and 287.134, F.S., an entity or affiliate who is on the Suspended Vendor List, Convicted Vendor List, or Discriminatory Vendor
List may not perform work as a contractor, supplier, subcontractor, or consultant under the Contract. The Contractor must notify the Department if it or any of its suppliers, subcontractors, or consultants have been placed on the Suspended Vendor List,
Convicted Vendor List, or Discriminatory Vendor List during the term of the Contract.
5.5 Scrutinized Companies - Termination by the Department. The Department may, at its option, terminate the Contract if the Contractor is found to have submitted a false certification as provided under section 287.135(5), F.S., or been placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or been engaged in business operations in Cuba or Syria, or to have been placed on the Scrutinized
Companies that Boycott Israel List or is engaged in a boycott of Israel. 5.6 Cooperation with Inspector General and Records Retention.
Pursuant to section 20.055(5), F.S., the Contractor understands and will comply with its duty to cooperate with the Inspector General in any investigation, audit, inspection, review, or hearing. Upon request of the Inspector General or any other authorized State
official, the Contractor must provide any information the Inspector General deems relevant to the Contractor's integrity or responsibility. Such information may include, but will not be limited to, the Contractor's business or financial records, documents, or files
of any type or form that refer to or relate to the Contract. The Contractor will retain such records for the longer of five years after the expiration of the Contract, or the period required by the General Records Schedules maintained by the Florida Department of State, at the Department of State’s Records Management website. The Contractor agrees to reimburse the State of Florida for the reasonable costs of investigation incurred by the Inspector General or other authorized State of Florida official for investigations of the Contractor's compliance with the terms of this or any other agreement between the Contractor and the State of Florida which results in the
suspension or debarment of the Contractor. Such costs will include but will not be limited to: salaries of investigators, including overtime; travel and lodging expenses; and expert witness and documentary fees. The Contractor agrees to impose the same obligations to
cooperate with the Inspector General and retain records on any subcontractors used to provide goods or services under the Contract.
SECTION 6. MISCELLANEOUS. 6.1 Subcontractors.
The Contractor will not subcontract any work under the Contract without prior written consent of the Department. The Contractor is fully responsible for satisfactory completion of all its subcontracted work. The Department supports diversity in its
procurements and contracts, and requests that the Contractor offer subcontracting opportunities to certified woman-, veteran-, and minority-owned small businesses. The
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Contractor may contact the OSD at osdhelp@dms.myflorida.com for information on certified small business enterprises available for subcontracting opportunities.
6.2 Assignment. The Contractor will not sell, assign, or transfer any of its rights, duties, or obligations
under the Contract without the prior written consent of the Department. However, the Contractor may waive its right to receive payment and assign same upon notice to the Department. In the event of any assignment, the Contractor remains responsible for
performance of the Contract, unless such responsibility is expressly waived by the Department. The Department may assign the Contract with prior written notice to the Contractor.
6.3 Independent Contractor. The Contractor and its employees, agents, representatives, and subcontractors are independent contractors and not employees or agents of the State of Florida and are not entitled to State of Florida benefits. The Department and Customer will not be bound by any acts or conduct of the Contractor or its employees, agents, representatives, or subcontractors. The Contractor agrees to include this provision in all its subcontracts under the Contract.
6.4 Inspection and Acceptance of Commodities.
6.4.1 Risk of Loss. Matters of inspection and acceptance are addressed in section 215.422, F.S. Until acceptance, risk of loss or damage will remain with the Contractor. The Contractor will
be responsible for filing, processing, and collecting all damage claims. To assist the Contractor with damage claims, the Customer will: record any evidence of visible damage on all copies of the delivering carrier’s bill of lading; report damages to the
carrier and the Contractor; and provide the Contractor with a copy of the carrier’s bill of lading and damage inspection report.
6.4.2 Rejected Commodities. When a Customer rejects a commodity, Contractor will remove the commodity from the premises within ten (10) calendar days after notification of rejection, and the risk of loss will remain with the Contractor. Commodities not removed by the Contractor within ten (10) calendar days will be deemed abandoned by the Contractor, and the Customer will
have the right to dispose of such commodities. Contractor will reimburse the Customerfor costs and expenses incurred in storing or effecting removal or disposition of rejectedcommodities.
6.5 Safety Standards. Performance of the Contract for all commodities or contractual services must comply
with requirements of the Occupational Safety and Health Act and other applicable State of Florida and federal requirements.
6.6 Ombudsman. A Vendor Ombudsman has been established within the Department of Financial Services. The duties of this office are found in section 215.422, F.S., which include
disseminating information relative to prompt payment and assisting contractors in receiving their payments in a timely manner from a Customer. The Vendor Ombudsman may be contacted at (850) 413-5516.
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6.7 Time is of the Essence.
Time is of the essence regarding every obligation of the Contractor under the Contract. Each obligation is deemed material, and a breach of any such obligation (including a breach resulting from untimely performance) is a material breach.
6.8 Waiver. The delay or failure by the Department or the Customer to exercise or enforce any rights
under the Contract will not constitute waiver of such rights. 6.9 Modification and Severability.
The Contract may only be modified by written agreement between the Department and the Contractor. Should a court determine any provision of the Contract is invalid, the remaining provisions will not be affected, and the rights and obligations of the Parties will be construed and enforced as if the Contract did not contain the provision held invalid. 6.10 Cooperative Purchasing. Pursuant to their own governing laws, and subject to the agreement of the Contractor, governmental entities that are not Customers may make purchases under the terms and
conditions contained herein, if agreed to by Contractor. Such purchases are independent of the Contract between the Department and the Contractor, and the Department is not a party to these transactions. Agencies seeking to make purchases under this Contract
are required to follow the requirements of Rule 60A-1.045(5), F.A.C.
SECTION 7. LIABILITY AND INSURANCE.
7.1 Workers’ Compensation Insurance. The Contractor shall maintain workers’ compensation insurance as required under the Florida Workers’ Compensation Law or the workers’ compensation law of another jurisdiction where applicable. The Contractor must require all subcontractors to similarly
provide workers’ compensation insurance for all of the latter’s employees. In the event
work is being performed by the Contractor under the Contract and any class of
employees performing the work is not protected under Workers’ Compensation statutes,
the Contractor must provide, and cause each subcontractor to provide, adequate
insurance satisfactory to the Department, for the protection of employees not otherwise
protected.
7.2 General Liability Insurance. The Contractor must secure and maintain Commercial General Liability Insurance, including bodily injury, property damage, products, personal and advertising injury, and completed operations. This insurance must provide coverage for all claims that may arise from performance of the Contract or completed operations, whether by the Contractor or anyone directly or indirectly employed by the Contractor. Such insurance must include the State of Florida as an additional insured for the entire length of the resulting contract. The Contractor is responsible for determining the minimum limits of liability necessary to provide reasonable financial protections to the Contractor and the State of Florida under the resulting contract.
7.3 Florida Authorized Insurers.
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All insurance shall be with insurers authorized and eligible to transact the applicable line
of insurance business in the State of Florida. The Contractor shall provide
Certification(s) of Insurance evidencing that all appropriate coverage is in place and
showing the Department to be an additional insured.
7.4 Performance Bond. Unless otherwise prohibited by law, the Department may require the Contractor to
furnish, without additional cost to the Department, a performance bond or irrevocable
letter of credit or other form of security for the satisfactory performance of work
hereunder. The Department shall determine the type and amount of security.
7.5 Indemnification.
To the extent permitted by Florida law, the Contractor agrees to indemnify, defend, and
hold the Customer and the State of Florida, its officers, employees, and agents harmless from all fines, claims, assessments, suits, judgments, or damages, including consequential, special, indirect, and punitive damages, including court costs and
attorney’s fees, arising from or relating to violation or infringement of a trademark, copyright, patent, trade secret, or intellectual property right or out of any acts, actions, breaches, neglect, or omissions of the Contractor, its employees, agents,
subcontractors, assignees, or delegates related to the Contract, as well as for any determination arising out of or related to the Contract that the Contractor or Contractor’s employees, agents, subcontractors, assignees, or delegates are not independent contractors in relation to the Customer. The Contract does not constitute a waiver of sovereign immunity or consent by the Customer or the State of Florida or its subdivisions to suit by third parties. Without limiting this indemnification, the Customer may provide the Contractor (1) written notice of any action or threatened action, (2) the opportunity to take over and settle or defend any such action at Contractor’s sole expense, and (3)
assistance in defending the action at Contractor’s sole expense.
7.6 Limitation of Liability. Unless otherwise specifically enumerated in the Contract or in the purchase order, neither the Department nor the Customer shall be liable for special, indirect, punitive, or consequential damages, including lost data or records (unless the Contract or purchase order requires the Contractor to back-up data or records), even if the Department or
Customer has been advised that such damages are possible. Neither the Department nor the Customer shall be liable for lost profits, lost revenue, or lost institutional operating savings. The Department or Customer may, in addition to other remedies
available to them at law or equity and upon notice to the Contractor, retain such monies from amounts due Contractor as may be necessary to satisfy any claim for damages, penalties, costs, and the like asserted by or against them. The State may set off any
liability or other obligation of the Contractor or its affiliates to the State against any payments due the Contractor under any contract with the State.
SECTION 8. PUBLIC RECORDS, TRADE SECRETS, DOCUMENT MANAGEMENT,
AND INTELLECTUAL PROPERTY.
8.1 Public Records.
8.1.1 Termination of Contract.
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The Department may terminate the Contract for refusal by the Contractor to comply with this section by not allowing access to all public records, as defined in Chapter 119, F. S.,
made or received by the Contractor in conjunction with the Contract. 8.1.2 Statutory Notice.
Pursuant to section 119.0701(2)(a), F.S., for contracts for services with a contractor acting on behalf of a public agency, as defined in section 119.011(2), F.S., the following applies:
IF THE CONTRACTOR HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF
PUBLIC RECORDS AT THE TELEPHONE NUMBER, EMAIL
ADDRESS, AND MAILING ADDRESS PROVIDED IN THE
RESULTING CONTRACT OR PURCHASE ORDER.
Pursuant to section 119.0701(2)(b), F.S., for contracts for services with a contractor acting on behalf of a public agency as defined in section 119.011(2), F.S., the Contractor shall:
(a) Keep and maintain public records required by the public agency to perform the service. (b) Upon request from the public agency’s custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, F.S., or as otherwise provided by law. (c) Ensure that public records that are exempt or confidential and exempt from public records disclosure are not disclosed except as authorized by law for the duration of the
Contract term and following the completion of the Contract if the Contractor does not transfer the records to the public agency. (d) Upon completion of the Contract, transfer, at no cost, to the public agency all public
records in possession of the Contractor or keep and maintain public records required by the public agency to perform the service. If the Contractor transfers all public records to the public agency upon completion of the Contract, the Contractor shall destroy any
duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the Contract, the Contractor shall meet all applicable requirements for
retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency’s custodian of public records, in a format that is compatible with the information technology systems of the public agency. 8.2 Protection of Trade Secrets or Otherwise Confidential Information.
8.2.1 Contractor Designation of Trade Secrets or Otherwise Confidential Information. If the Contractor considers any portion of materials to be trade secret under section
688.002 or 812.081, F.S., or otherwise confidential under Florida or federal law, the Contractor must clearly designate that portion of the materials as trade secret or otherwise confidential when submitted to the Department. The Contractor will be
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responsible for responding to and resolving all claims for access to Contract-related materials it has designated trade secret or otherwise confidential.
8.2.2 Public Records Requests. If the Department receives a public records request for materials designated by the
Contractor as trade secret or otherwise confidential under Florida or federal law, the Contractor will be responsible for taking the appropriate legal action in response to the request. If the Contractor fails to take appropriate and timely action to protect the
materials designated as trade secret or otherwise confidential, the Department will provide the materials to the requester.
8.2.3 Indemnification Related to Confidentiality of Materials. The Contractor will protect, defend, indemnify, and hold harmless the Department for claims, costs, fines, and attorney’s fees arising from or relating to its designation of materials as trade secret or otherwise confidential.
8.3 Document Management. The Contractor must retain sufficient documentation to substantiate claims for payment under the Contract and all other records, electronic files, papers, and documents that
were made in relation to this Contract. The Contractor must retain all documents related to the Contract for five (5) years after expiration of the Contract or, if longer, the period required by the General Records Schedules maintained by the Florida Department of
State available at the Department of State’s Records Management website. 8.4 Intellectual Property.
8.4.1 Ownership. Unless specifically addressed otherwise in the Contract, the State of Florida shall be the
owner of all intellectual property rights to all property created or developed in connection with the Contract.
8.4.2 Patentable Inventions or Discoveries. Any inventions or discoveries developed in the course, or as a result, of services in connection with the Contract that are patentable pursuant to 35 U.S.C. § 101 are the sole property of the State of Florida. Contractor must inform the Customer of any inventions or discoveries developed or made through performance of the Contract, and
such inventions or discoveries will be referred to the Florida Department of State for a determination on whether patent protection will be sought. The State of Florida will be the sole owner of all patents resulting from any invention or discovery made through
performance of the Contract.
8.4.3 Copyrightable Works. Contractor must notify the Department or State of Florida of any publications, artwork, or
other copyrightable works developed in connection with the Contract. All copyrights created or developed through performance of the Contract are owned solely by the State of Florida.
SECTION 9. DATA SECURITY.
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The Contractor will maintain the security of State of Florida data including, but not limited to, maintaining a secure area around any displayed visible data and ensuring data is
stored and secured when not in use. The Contractor and subcontractors will not perform any of the services from outside of the United States, and the Contractor will not allow any State of Florida data to be sent by any medium, transmitted, or accessed outside the
United States due to Contractor’s action or inaction. In the event of a security breach involving State of Florida data, the Contractor shall give notice to the Customer and the Department within one business day. “Security breach” for purposes of this section will
refer to a confirmed event that compromises the confidentiality, integrity, or availability of data. Once a data breach has been contained, the Contractor must provide the Department with a post-incident report documenting all containment, eradication, and
recovery measures taken. The Department reserves the right in its sole discretion to enlist a third party to audit Contractor’s findings and produce an independent report, and the Contractor will fully cooperate with the third party. The Contractor will also comply with all HIPAA requirements and any other state and federal rules and regulations regarding security of information.
SECTION 10. GRATUITIES, LOBBYING, AND COMMUNICATIONS.
10.1 Gratuities. The Contractor will not, in connection with this Contract, directly or indirectly (1) offer, give, or agree to give anything of value to anyone as consideration for any State of
Florida officer’s or employee’s decision, opinion, recommendation, vote, other exercise of discretion, or violation of a known legal duty, or (2) offer, give, or agree to give to anyone anything of value for the benefit of, or at the direction or request of, any State of
Florida officer or employee. 10.2 Lobbying.
In accordance with sections 11.062 and 216.347, F.S., Contract funds are not to be used for the purpose of lobbying the Legislature, the judicial branch, or the Department. Pursuant to section 287.058(6), F.S., the Contract does not prohibit the Contractor from lobbying the executive or legislative branch concerning the scope of services, performance, term, or compensation regarding the Contract after the Contract is executed and during the Contract term.
10.3 Communications.
10.3.1 Contractor Communication or Disclosure. The Contractor shall not make any public statements, press releases, publicity releases,
or other similar communications concerning the Contract or its subject matter or otherwise disclose or permit to be disclosed any of the data or other information obtained or furnished in compliance with the Contract, without first notifying the
Customer’s Contract Manager and securing the Customer’s prior written consent. 10.3.2 Use of Customer Statements.
The Contractor shall not use any statement attributable to the Customer or its employees for the Contractor’s promotions, press releases, publicity releases, marketing, corporate communications, or other similar communications, without first
notifying the Customer’s Contract Manager and securing the Customer’s prior written consent.
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SECTION 11. CONTRACT MONITORING.
11.1 Performance Standards. The Contractor agrees to perform all tasks and provide deliverables as set forth in the Contract. The Department and the Customer will be entitled at all times, upon request, to
be advised as to the status of work being done by the Contractor and of the details thereof.
11.2 Performance Deficiencies and Financial Consequences of Non-Performance.
11.2.1 Proposal of Corrective Action Plan.
In addition to the processes set forth in the Contract (e.g., service level agreements), if the Department or Customer determines that there is a performance deficiency that requires correction by the Contractor, then the Department or Customer will notify the Contractor. The correction must be made within a time-frame specified by the Department or Customer. The Contractor must provide the Department or Customer with a corrective action plan describing how the Contractor will address all performance deficiencies identified by the Department or Customer.
11.2.2 Retainage for Unacceptable Corrective Action Plan or Plan Failure. If the corrective action plan is unacceptable to the Department or Customer, or implementation of the plan fails to remedy the performance deficiencies, the Department
or Customer will retain ten percent (10%) of the total invoice amount. The retainage will be withheld until the Contractor resolves the performance deficiencies. If the performance deficiencies are resolved, the Contractor may invoice the Department or
Customer for the retained amount. If the Contractor fails to resolve the performance deficiencies, the retained amount will be forfeited to compensate the Department or Customer for the performance deficiencies.
11.3 Performance Delay.
11.3.1 Notification. The Contractor will promptly notify the Department or Customer upon becoming aware of any circumstances that may reasonably be expected to jeopardize the timely and successful completion (or delivery) of any commodity or contractual service. The Contractor will use commercially reasonable efforts to avoid or minimize any delays in performance and will inform the Department or the Customer of the steps the Contractor is taking or will take to do so, and the projected actual completion (or delivery) time. If the Contractor believes a delay in performance by the Department or the Customer has
caused or will cause the Contractor to be unable to perform its obligations on time, the Contractor will promptly so notify the Department and use commercially reasonable efforts to perform its obligations on time notwithstanding the Department’s delay.
11.3.2 Liquidated Damages. The Contractor acknowledges that delayed performance will damage the
DepartmentCustomer, but by their nature such damages are difficult to ascertain. Accordingly, the liquidated damages provisions stated in the Contract documents will apply. Liquidated damages are not intended to be a penalty and are solely intended to
compensate for damages.
11.4 Force Majeure, Notice of Delay, and No Damages for Delay.
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The Contractor will not be responsible for delay resulting from its failure to perform if neither the fault nor the negligence of the Contractor or its employees or agents
contributed to the delay, and the delay is due directly to fire, explosion, earthquake, windstorm, flood, radioactive or toxic chemical hazard, war, military hostilities, terrorism, civil emergency, embargo, riot, strike, violent civil unrest, or other similar cause wholly
beyond the Contractor’s reasonable control, or for any of the foregoing that affect subcontractors or suppliers if no alternate source of supply is available to the Contractor. The foregoing does not excuse delay which could have been avoided if the Contractor
implemented any risk mitigation required by the Contract. In case of any delay the Contractor believes is excusable, the Contractor will notify the Department in writing of the delay or potential delay and describe the cause of the delay either (1) within ten (10)
calendar days after the cause that created or will create the delay first arose, if the Contractor could reasonably foresee that a delay could occur as a result, or (2) if delay is not reasonably foreseeable, within five (5) calendar days after the date the Contractor first had reason to believe that a delay could result. The foregoing will constitute the Contractor’s sole remedy or excuse with respect to delay. Providing notice in strict accordance with this paragraph is a condition precedent to such remedy. No claim for damages will be asserted by the Contractor. The Contractor will not be entitled to an increase in the Contract price or payment of any kind from the Department for direct,
indirect, consequential, impact or other costs, expenses or damages, including but not limited to costs of acceleration or inefficiency, arising because of delay, disruption, interference, or hindrance from any cause whatsoever. If performance is suspended or
delayed, in whole or in part, due to any of the causes described in this paragraph, after the causes have ceased to exist the Contractor will perform at no increased cost, unless the Department determines, in its sole discretion, that the delay will significantly impair
the value of the Contract to the State of Florida or to Customers, in which case the Department may (1) accept allocated performance or deliveries from the Contractor, provided that the Contractor grants preferential treatment to Customers and the
Department with respect to commodities or contractual services subjected to allocation, or (2) purchase from other sources (without recourse to and by the Contractor for the related costs and expenses) to replace all or part of the commodity or contractual services that are the subject of the delay, which purchases may be deducted from the Contract quantity, or (3) terminate the Contract in whole or in part.
SECTION 12. CONTRACT AUDITS.
12.1 Performance or Compliance Audits. The Department may conduct or have conducted performance and/or compliance audits of the Contractor and subcontractors as determined by the Department. The Department
may conduct an audit and review all the Contractor’s and subcontractors’ data and records that directly relate to the Contract. To the extent necessary to verify the Contractor’s fees and claims for payment under the Contract, the Contractor’s
agreements or contracts with subcontractors, partners, or agents of the Contractor, pertaining to the Contract, may be inspected by the Department upon fifteen (15) calendar days’ notice, during normal working hours and in accordance with the
Contractor’s facility access procedures where facility access is required. Release statements from its subcontractors, partners, or agents are not required for the Department or its designee to conduct compliance and performance audits on any of the
Contractor’s contracts relating to this Contract. The Inspector General, in accordance with section 5.6, the State of Florida’s Chief Financial Officer, the Office of the Auditor General also have authority to perform audits and inspections.
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12.2 Payment Audit.
Records of costs incurred under terms of the Contract will be maintained in accordance with section 8.3 of these Special Contract Conditions. Records of costs incurred will include the Contractor’s general accounting records, together with supporting documents
and records of the Contractor and all subcontractors performing work, and all other records of the Contractor and subcontractors considered necessary by the Department, the State of Florida’s Chief Financial Officer, or the Office of the Auditor General.
SECTION 13. BACKGROUND SCREENING AND SECURITY.
13.1 Background Check. The Department or Customer may require the Contractor to conduct background checks of its employees, agents, representatives, and subcontractors as directed by the Department or Customer. The cost of the background checks will be borne by the Contractor. The Department or Customer may require the Contractor to exclude the Contractor’s employees, agents, representatives, or subcontractors based on the background check results. In addition, the Contractor must ensure that all persons have a responsibility to self-report to the Contractor within three (3) calendar days any arrest
for any disqualifying offense. The Contractor must notify the Contract Manager within twenty-four (24) hours of all details concerning any reported arrest. Upon the request of the Department or Customer, the Contractor will re-screen any of its employees, agents,
representatives, and subcontractors during the term of the Contract.
13.2 E-Verify.
The Contractor must use the U.S. Department of Homeland Security’s E-Verify system to verify the employment eligibility of all new employees hired during the term of the Contract for the services specified in the Contract. The Contractor must also include a
requirement in subcontracts that the subcontractor must utilize the E-Verify system to verify the employment eligibility of all new employees hired by the subcontractor during the Contract term. In order to implement this provision, the Contractor must provide a copy of its DHS Memorandum of Understanding (MOU) to the Contract Manager within five (5) calendar days of Contract execution. If the Contractor is not enrolled in DHS E-Verify System, it will do so within five (5) calendar days of notice of Contract award and provide the Contract Manager a copy of its MOU within five (5) calendar days of Contract execution. The link to E-Verify is https://www.uscis.gov/e-verify. Upon each
Contractor or subcontractor new hire, the Contractor must provide a statement within five (5) calendar days to the Contract Manager identifying the new hire with its E-Verify case number.
13.3 Disqualifying Offenses. If at any time it is determined that a person has been found guilty of a misdemeanor or
felony offense as a result of a trial or has entered a plea of guilty or nolo contendere, regardless of whether adjudication was withheld, within the last six (6) years from the date of the court’s determination for the crimes listed below, or their equivalent in any
jurisdiction, the Contractor is required to immediately remove that person from any position with access to State of Florida data or directly performing services under the Contract. The disqualifying offenses are as follows:
(a) Computer related crimes;(b) Information technology crimes;
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(c) Fraudulent practices;(d) False pretenses;
(e) Frauds;(f) Credit card crimes;(g) Forgery;
(h) Counterfeiting;(i) Violations involving checks or drafts;(j) Misuse of medical or personnel records; and
(k) Felony theft.
13.4 Confidentiality.
The Contractor must maintain confidentiality of all confidential data, files, and records related to the commodities or contractual services provided pursuant to the Contract and must comply with all state and federal laws, including, but not limited to sections 381.004, 384.29, 392.65, and 456.057, F.S. The Contractor’s confidentiality procedures must be consistent with the most recent version of the Department security policies, protocols, and procedures. The Contractor must also comply with any applicable professional standards with respect to confidentiality of information.
SECTION 14. WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM.
The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its
Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The
Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract.
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Exhibit C
State of Florida Price Sheet
Percentage Discount Off Product Category
Product Category Florida
Discount
Janitorial Equipment & Supplies (does not include Sanitation Cleaning Chemicals) 20%
Sanitation Cleaning Chemicals & Supplies (does not include Janitorial Equipment & Supplies) 25%
Fasteners 38%
Material Handling 14%
Plumbing 23%
Power Source 22%
Outdoor Garden 16%
Lamps, Lighting, Ballasts 25%
HVAC *Grainger offers a deeper discount of 43% on HVAC Filters.
20%
Hand Tools 17%
Power Tools (excluding automotive related tools and products) 14%
Electrical 26%
Paint 16%
Security 20%
Safety
*Grainger offer includes Facility Safety, Footwear, and People Safety. 22%
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MASTER AGREEMENT # 8496
FORM PARTICIPATING ADDENDUM
EXHIBIT D
NASPO ValuePoint
PARTICIPATING ADDENDUM
Facilities Maintenance and Repair &
Operations (MRO) and Industrial Supplies
Lead by the State of Oregon Master Agreement #: 8496 Contractor: W.W. Grainger Inc. (Contractor)
Participating Entity: State of Florida
The following goods or services are included in this Addendum:
• Facilities Maintenance and Repair & Operations (MRO) and Industrial Supplies
Master Agreement Terms and Conditions:
Participation:
The Department is authorized by section 287.042(16), Florida Statutes, “To evaluate
contracts let by the Federal Government, another state, or a political subdivision for the
provision of commodities and contract services, and, if it is determined in writing to be
cost-effective and in the best interest of the state, to enter into a written agreement
authorizing an agency to make purchases under such contract.”
1. Primary Contacts: The primary contact individuals for this Participating Addendum are as follows (or their named successors):
Contractor Name: W.W. Grainger, Inc.
Address: 3924 West Pensacola Street, Tallahassee, Florida 32304
Telephone: (770) 722-2459 Fax: (850) 575-1764 Email: Kevin.Sandt@grainger.com
Participating Entity
Name: The Department of Management Services Address:4050 Esplanade Way, Tallahassee, FL 32399-0950 Telephone: (850) 488-8440 Fax: (850) 414-6122
Email: purchasingcustomerservice@dms.myflorida.com
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2. Participating Entity Modifications or Additions to the Master Agreement
These modifications or additions apply only to actions and relationships within the Participating Entity. Participating Entity must check one of the boxes below.
[ ] No changes to the terms and conditions of the Master Agreement are required. [X] The following changes are modifying or supplementing the Master Agreement terms and conditions.
Exhibit A – Additional Special Contract Conditions
Exhibit B – Special Contract Conditions
Exhibit C – State of Florida Price Sheet
3. “Reserved”.
4. Subcontractors: All contactors, dealers, and resellers authorized in the State of Florida, as shown on the dedicated Contractor (cooperative contract) website, are approved to provide sales and service support to participants in the NASPO ValuePoint Master Agreement. The contractor’s dealer participation will be in
accordance with the terms and conditions set forth in the aforementioned Master Agreement. 5. Orders: Any order placed by a Customer for a product and/or service available from this Master Agreement shall be deemed to be a sale under (and governed by the
prices and other terms and conditions) of the Master Agreement unless the parties to
the order agree in writing that another contract or agreement applies to such order.
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IN WITNESS WHEREOF, the parties have executed this Addendum as of the date of execution by both parties below.
State of Florida: Florida Department of Management Services Contractor: W.W. Grainger, Inc. Signature:
Signature:
Name: Tami Fillyaw
Name:
Title: Chief of Staff Title:
Date: Date:
NASPO ValuePoint
Cooperative Development Coordinator: Ted Fosket Telephone: (360) 339-7998 Email: tfosket@naspovaluepoint.org
[Please email fully executed PDF copy of this
document to
PA@naspovaluepoint.org
to support documentation of participation and
posting in appropriate data bases.]
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Sr.Government Sales Manager
Kevin Sandt
6/29/2020 | 1:49 PM EDT
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6/29/2020 | 8:53 PM EDT
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Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE)
3 21,978 Janitorial Equipment & Supplies Paper Towel Roll, enMotion, 800 ft.,PK6 (Green Seal
or UL EcoLogo)Georgia-Pacific 89470 14111703 6 CS
4 22,534 Janitorial Equipment & Supplies Paper Towel, Single Fold, Brown, 250 Sheets/PK,
PK16 (Green Seal or UL EcoLogo only)Georgia-Pacific 23504 14111703 16 CS
5 17,897 Janitorial Equipment & Supplies Toilet Paper, Envision,Jumbo,2Ply,PK8 (Green Seal or
UL EcoLogo)Georgia-Pacific 12798 14111704 8 CS
6 16,833 Janitorial Equipment & Supplies X60 Hydroknit® Disposable Wipes, 126 Ct. 9-1/10" x
16-4/5" sheets, white Wypall 34790 47131502 1 EA
7 15,447 Janitorial Equipment & Supplies Shop Towel Roll,Double Re-Creped KIMBERLY-CLARK
CORPORATION 75130 47131502 1 EA
8 12,856 Janitorial Equipment & Supplies Roll,Hardwound,7-7/8",800 ft.,Brown,PK6 GEORGIA-PACIFIC 26301 14111703 6 CS
9 11,736 Janitorial Equipment & Supplies 16880 2-PlyBthTissue GEORGIA-PACIFIC 16880 14111704 80 CS
10 11,622 Janitorial Equipment & Supplies Toilet Paper,Envision(R),2Ply,Pk80 (Green Seal or UL
EcoLogo)GEORGIA-PACIFIC 19880/01 14111704 80 CS
11 9,556 Janitorial Equipment & Supplies Paper Towel, Multifold, White, PK16 (Green Seal or
UL EcoLogo)Georgia-Pacific 24590 14111703 16 CS
12 8,783 Janitorial Equipment & Supplies Paper Towel,Multifold,Brown,PK16 (Green Seal or UL
EcoLogo)Georgia-Pacific 23304 14111703 16 CS
13 10,358 Janitorial Equipment & Supplies Flat Mop Pad,Microfiber RUBBERMAID COMMERCIAL
PRODUCTS FGQ41000BL00 47131617 1 EA
16 8,881 Janitorial Equipment & Supplies Toilet Paper,Compact(R),Coreless,PK36 GEORGIA-PACIFIC 19375 14111704 36 CS
17 7,372 Janitorial Equipment & Supplies Sanitizer Wipes,Box,7 x 5"GOJO INDUSTRIES, INC.9025-12 47131502 1 EA
18 6,491 Janitorial Equipment & Supplies String Wet Mop,28 oz., Cotton RUBBERMAID COMMERCIAL
PRODUCTS FGF11800WH00 47131619 1 EA
19 6,604 Janitorial Equipment & Supplies Toilet Paper,Preference,2Ply,PK80 Georgia-Pacific 18280/01 14111704 80 CS
20 5,676 Janitorial Equipment & Supplies Sanitizer Wipes,Canister,6 x 8"ITW DYMON DIV OF ILLINOIS
TOOL WORK 90985 53131626 1 EA
21 5,174 Janitorial Equipment & Supplies Desk Recycling Container,Blue,7 gal. (30% post
consumer recycled content)
RUBBERMAID COMMERCIAL
PRODUCTS FG295673BLUE 47121702 1 EA
22 4,700 Janitorial Equipment & Supplies #74 SPNG/SCR YEL/GRN 3M PRODUCTS 50048011206887 47131603 20 CS
23 25,475 Janitorial Equipment & Supplies Cut End Mop Head, 24 oz Tough Guy 16W230 47131619 1 EA
24A 21,325 Janitorial Equipment & Supplies Trash Bags,40-45 gal,16 micron, 40"Wx48"H, Star
Seal, Clear, High Density (HDPE), PK250 Tough Guy 4KN40 47121701 250 BX
24B 21,325 Janitorial Equipment & Supplies Trash Bags, 45 gal, 4 mil, 33"Wx48"H, Flat Seal,
Black,Low Density (LLDPE), (Minimum 10% Post-
consumer Recycled Content), PK32
Tough Guy 38EU81 47121701 32 BX
25A 15,603 Janitorial Equipment & Supplies Clamp Cotton String Mop Head, Beige, 20 oz Tough Guy 16W229 47131619 1 EA
25B 15,603 Janitorial Equipment & Supplies Microfiber Wet Mop Head, Looped End, Medium Tough Guy 6DML4 47131619 1 EA
26A 15,236 Janitorial Equipment & Supplies Trash Bags,33 gal, 16 micron, 33"Wx40"H, Star Seal,
Clear, High Density (HDPE), PK250 Tough Guy 4KN33 47121701 250 BX
26B 15,236 Janitorial Equipment & Supplies
Trash Bags, 33 Gallon, 3 mil, 32"Wx39"H, Flat Seal,
Black, Low Density (LLDPE), 50PK (Minimum 10%
Post-Consumer Recycled Content)
Tough Guy 38EU82 47121701 50 BX
27A 7,161 Janitorial Equipment & Supplies All-Purpose White Terry Towels, 14"x14",Cotton,PK12 Tough Guy 4HP38 47131501 12 PKG
27B 7,162 Janitorial Equipment & Supplies Medium Duty Microfiber Cloth, 16"x16", PK 12 Tough Guy 1TTX8 47131501 12 PKG
29A 5,958 Janitorial Equipment & Supplies Trash Bags,11-13 gal, .75 mil, 23.5"Wx29"H, Star
Seal, Clear, Low Density (LLDPE) PK50 Tough Guy 5WG04 47121701 50 ROLL
29B 5,958 Janitorial Equipment & Supplies
Trash Bags, 12-16 gal, 1.0 Mil, 24"Wx32"H, Star Seal,
Clear, Low Density (LLDPE) PK500 (minimum 10%
post-consumer recycled content)
Tough Guy 38EU63 47121701 500 BX
30A 5,065 Janitorial Equipment & Supplies Trash Bags, 60 Gallon, 1.2 mil, 38"Wx58"H, Star Seal,
Black, Low Density (LLDPE) PK100 Tough Guy 31DK84 47121701 100 BX
30B 5,065 Janitorial Equipment & Supplies
Trash Bags, 55-60 Gallon, 1 mil, 38"Wx58"H, Star
Seal, Clear, Low Density (LLDPE) PK100 (minimum
10% recycled content)
Tough Guy 38EU62 47121701 100 BX
30C 4,783 Janitorial Equipment & Supplies
Trash Bags,40-45 Gallon, 2 mil, 40"x46"H, Star Seal,
Black, Low Density (LLDPE) PK100 (minimum 10%
post-consumer recycled content)
Tough Guy 31DK59 47121701 100 BX
31A 4,136 Janitorial Equipment & Supplies Wet Mop,Medium,White,Looped End Tough Guy 1TYL3 47131619 1 EA
31B 4,136 Janitorial Equipment & Supplies Microfiber Wet Mop Head, 4 Ply, Looped-End String, 2-
1/2 Inch Head Band, Medium Rubbermaid 1924813 47131618 1 EA
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE) 1 18,353 Sanitation Cleaning Chemicals Oxivir Tb, Ready to Use Disinfectant Cleaner, Quart Sealed Air/Diversey DV04277285 91482547 1 EA
2 7,987 Sanitation Cleaning Chemicals Liquid Body Wash,1 gal.,Floral GOJO INDUSTRIES, INC.1807-04 53131627 1 EA
3 7,302 Sanitation Cleaning Chemicals 4ozInstHndSanit GOJO INDUSTRIES 9651-24 53131608 6 CS
4 6,656 Sanitation Cleaning Chemicals Hand Sanitizer,Bottle,Gel GOJO INDUSTRIES, INC.9652-12 53131608 1 EA
5 39,962 Sanitation Cleaning Chemicals Degreaser, 1 Quart Bottle With Trigger Spray (Green
Seal, UL EcoLogo or Safer Choice)Krud Kutter KK326 47131821 1 EA
6A 37,357 Sanitation Cleaning Chemicals 1 quart, Fresh Fragrance Bathroom Cleaner Tough Guy 2LEF8 47131805 1 EA
6B 37,357 Sanitation Cleaning Chemicals Concentrated All-Purpose Cleaner, 1 Gallon (Green
Seal, UL EcoLogo or Safer Choice)Simple Green 1210000211001 47131805 2 PK
7A 19,688 Sanitation Cleaning Chemicals Hand Cleaning Towels,10W x 12In. L Scrubs 42272 52121704 1 TUB
7B 19,578 Sanitation Cleaning Chemicals Hydrogen Peroxide Disinfecting and Sanitizing Spray,
1 Quart, 12PK Diversey 4277285 47131833 12 CS
8A 21,258 Sanitation Cleaning Chemicals Disposable Wipes,Hydroknit® 126 ct.Wypall 34790 47131502 1 EA
8B 21,258 Sanitation Cleaning Chemicals Compostable Cleaning Wipes, 30 Wipes/Canister,
PK360 (Green Seal, UL EcoLogo or Safer Choice)Clorox Green Works 30311 47131502 12 CS
9 13,726 Sanitation Cleaning Chemicals Chlorine-free Bleach, 60 oz., PK8 Clorox Green Works 30647 47131807 8 CS
10 10,556 Sanitation Cleaning Chemicals Hydrogen Peroxide Multi-Purpose Cleaner (Kills 99.9%
of Viruses and Bacteria), 22 oz., 12PK Lysol REC 85018 47131805 12 CS
11A 10,464 Sanitation Cleaning Chemicals Cleaner/Degreaser (Concentrate), 1 gal, Sassafrass Simple Green 2710000613005 47131821 1 EA
12A 9,199 Sanitation Cleaning Chemicals Toilet Bowl Cleaner, 32 oz.Tough Guy 2LEF7 47131829 1 EA
12B 9,199 Sanitation Cleaning Chemicals Toilet Bowl Cleaner, Disinfecting, 24 oz. Bottle
(Hydrogen Peroxide or Citric Only)Lysol REC 85020 47131829 12 CS
12C 9,199 Sanitation Cleaning Chemicals Toilet Bowl Cleaner, Non-Disinfecting, 24 oz. (Green
Seal, UL EcoLogo or Safer Choice)Earth Friendly PL9703/6 47131829 1 EA
13A 8,785 Sanitation Cleaning Chemicals Skin Cleanser,1 gal.,Bottle GOJO INDUSTRIES, INC.1807-04 53131627 1 EA
13B 8,785 Sanitation Cleaning Chemicals Hand Soap, 1 gal, Bottle (Green Seal, UL EcoLogo or
Safer Choice)Earth Friendly PL9665/04 53131608 1 EA
14 7,547 Sanitation Cleaning Chemicals Air Freshener in Trigger Spray Bottle, 32 oz. (Green
Seal, UL EcoLogo or Safer Choice)Earth Friendly PL9836/6 47131812 1 EA
15A 7,162 Sanitation Cleaning Chemicals All-Purpose Terry Towels,Cotton,PK12 Tough Guy 4HP38 47131501 12 PK
15B 7,162 Sanitation Cleaning Chemicals Microfiber Cloth, 16 x 16, PK 12 Tough Guy 1TTX8 47131501 12 PK
16A 7,082 Sanitation Cleaning Chemicals Glass Cleaner,19 oz.,White Sprayway SW050 47131824 1 EA
16B 7,082 Sanitation Cleaning Chemicals Glass Cleaner, 1 Quart Trigger Spray (Green Seal, UL
EcoLogo or Safer Choice)Clorox Green Works 00459 47131824 12 CS
17A 6,708 Sanitation Cleaning Chemicals Furniture Polish,Lemon,20 oz.Tough Guy 2DBY8 47131806 1 EA
17B 6,708 Sanitation Cleaning Chemicals Furniture Polish, Fragrance, 32 oz.EcosPro PL9731/6 47131806 1 EA 18A 6,370 Sanitation Cleaning Chemicals Germicidal Bleach,121 oz.,PK3 Clorox 30966 47131807 3 CS
18B 6,370 Sanitation Cleaning Chemicals Hydrogen Peroxide Disinfecting Cleaner, 2.5L, PK2 Diversey 4963331 47131803 2 CS
19 4,625 Sanitation Cleaning Chemicals Metal Cleaner and Polish, Trigger Spray Bottle, 32 oz.
(Green Seal, UL EcoLogo or Safer Choice)Earth Friendly PL9330/6 47131814 1 EA
20 4,568 Sanitation Cleaning Chemicals Liquid Dish Detergent,25 oz.,Unscented (Green Seal,
UL EcoLogo or Safer Choice)Earth Friendly PL9721/6 47131810 1 EA
21 4,329 Sanitation Cleaning Chemicals Bathroom Cleaner, Size 1 qt., Ready to Use (Cream
Cleanser)Tough Guy 2LEF6 47131805 1 EA
22 3,935 Sanitation Cleaning Chemicals Glass Cleaner, 1 Quart Trigger Spray (Green Seal, UL
EcoLogo or Safer Choice)Clorox Green Works 459 47131824 12 CS
23A 3,500 Sanitation Cleaning Chemicals Bathroom Cleaner,Bottle,Fresh,Green Diversey 5516217 47131805 1 EA
23B 3,500 Sanitation Cleaning Chemicals Bathroom Cleaner, 26 oz. (Green Seal, UL Ecologo, or
Safer Choice)CLR G-BK-2000 47131825 1 EA
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE) 16 1,790 Fasteners Hex Nut,3/4-10,Brass,Plain,PK5 VERTEX FASTENERS 1WE36 31161727 5 PK
17 1,752 Fasteners Hex Nut,5/8-11,Gr 316,SS,Plain CALPIPE SECURITY BOLLARDS S60600HN00 31161727 1 EA
18 1,171 Fasteners Architect Bolt,1/4-20 ACCURATE MFD PRODUCTS
GROUP INC.Z5215 31161605 1 EA
19 1,100 Fasteners Flat Washer,1/4" Bolt,HS,5/8" OD TE-CO, INC.42601 31161807 1 EA
20 1,000 Fasteners Square Washer,5/8" Bolt,Steel,2" OD ACCURATE MFD PRODUCTS
GROUP INC.Z8956G 31161812 1 EA
21 707 Fasteners Washer,5/16" Bolt,St,7/8" OD,PK50 THE MASTER PRODUCTS
COMPANY
HU-
0312USSHZYBAGGR 31161807 50 PK
22 641 Fasteners Washer,3/8" Bolt,Through HS,1" OD,PK50 THE MASTER PRODUCTS
COMPANY
HU-
0375USSHZYBAGGR 31161807 50 PK
23 576 Fasteners Shoulder Screw,1/4"X1/4",10-24 ACCURATE MFD PRODUCTS
GROUP INC.5MA47 31161517 1 EA
24 568 Fasteners S Hook,1/4 in. Opening,1-1/4 in.ERICO PRODUCTS INC.771 31162603 1 EA
25 565 Fasteners S Hook,1-9/32 in.COOPER B-LINE, INC.BH10 39121312 1 EA
26 519 Fasteners Split Lock Washer,Bolt 3/8,Steel,PK50 KEEP-FILL, INC.UST236048 31161801 50 PK
27 498 Fasteners Hex Nut,Alloy,B/O,1/4-20 TE-CO, INC.42101 31161727 1 EA
28 497 Fasteners Tamper Screw,Button,#10,1 L,PK25 TAMPER-PRUF SCREWS, INC.91410 31161506 25 PK
29 473 Fasteners Washer,7/16" Bolt,St,1-1/4" OD,PK25 THE MASTER PRODUCTS
COMPANY
HU-
0437USSHZYBAGGR 31161807 25 PK
30 451 Fasteners Washer,5/16" Bolt,St,11/16" OD,PK50 THE MASTER PRODUCTS
COMPANY HS-0312SAEHZYBAGGR 31161807 50 PK
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE) 1 56,400 Material Handling 3"x3"x7" WhiteMailer BOX PARTNERS M733 24112404 50 EA
7 18,023 Material Handling Corrugated Shelf Bin,200 lb.,4-1/4 In. W PACKAGING CORPORATION OF
AMERICA 1W766 24112003 1 EA
9 13,757 Material Handling G70 3/8 Ylw Zinc Chn PEERLESS CHAIN 5041453 31151600 1 FT11 12,348 Material Handling PC CHAIN 1/4 ZINC PEERLESS CHAIN 5011233 31151600 1 FT
13 6,956 Material Handling AC36 48x55 DuctTpSil INTERTAPE 82843 31201501 1 EA
14 6,281 Material Handling Hang/Stack Bin,10-7/8 x 5-1/2 x 5,Blue MYERS IND, INC. DBA AKRO-MILS 30230BLUE 24112003 1 EA
15 6,109 Material Handling Hand Stretch Wrap,Clear,1500 ft.L,18In W J C PARRY AND SONS COMPANY,
INC.15A936 24141501 1 EA
16 6,050 Material Handling Bungee Strap,S-Hook,15 In.L,3/4 In.W UNIVERSAL POLYMER &
RUBBER, LTD.635197842 31151903 1 EA
17 5,750 Material Handling Sleeve,Copper,1/16 in.,Nickel Plated LOOS & CO., INC.SL2-2N 31162812 1 EA 18 5,550 Material Handling Corrugated Moving/Storage Box,32 ECT SCHWARZ PAPER CO.1PJZ3 24112501 1 EA
19 5,546 Material Handling Wire Rope Oval Sleeve,1/16 In,122 Copper LOOS & CO., INC.SL2-2 31162805 1 EA
21 4,595 Material Handling Storage Tote,6-1/8 In. H,16-1/4 In. L HOME PRODUCTS INT'L - NA, INC.3420GRPRCL.08 24112003 1 EA
24 2,700 Material Handling 8.75x6x11.125 Mailer BOX PARTNERS M1186 24112404 50 EA
25 2,500 Material Handling Decking,5 Gauge Wire,52 in,42 in,3050 lb NASHVILLE WIRE PRODUCTS.D4252AA3A1 24102004 1 EA
26 2,407 Material Handling EPDM Rubber Tarp Straps,15 In CEQUENT CONSUMER
PRODUCTS 9011700 31162310 1 EA
27 1,875 Material Handling Round Metal Can,1 gal.,With Lid VESTIL MANUFACTURING
CORPORATION MRC-128 24121805 1 EA
29 1,394 Material Handling Cargo Strap,Ratchet,15 ft x 1 In,700 lb LIFTALL 6A103 24101605 1 EA
30 1,185 Material Handling Pail,5.0 gal.,Open Head,White BARREL ACCESSORY & SUPPLY
CO INC.ROP2150-WM 24112205 1 EA
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE) 1 17,002 Plumbing Breaker Kit,Vacuum SLOAN VALVE COMPANY V551A 40141636 1 EA
2 11,838 Plumbing Repair Kit,Toilet,3.5 GPF SLOAN VALVE COMPANY A38A 40141636 1 EA
3 9,227 Plumbing Vacuum Breaker Repair Kit SLOAN VALVE COMPANY V651A 30181505 1 EA
4 8,910 Plumbing Elbow,90,Close Rough,Wrot Copper,1/2 in.NIBCO INC U607 1/2 40142317 1 EA
5 8,463 Plumbing Diaphragm,Black Rubber SLOAN VALVE COMPANY A156A 40141737 1 EA
6 8,091 Plumbing Repair Kit,Toilet,1.6 GPF SLOAN VALVE COMPANY A41A 40141609 1 EA
7 7,087 Plumbing Inside Cover,Plastic SLOAN VALVE COMPANY A71 30181505 1 EA
8 5,023 Plumbing Disc,Molded SLOAN VALVE COMPANY A15A 30181505 1 EA
9 4,762 Plumbing Tee,Wrot Copper,C x C x C,1/2 In NIBCO INC U611 1/2 40142319 1 EA
10 4,638 Plumbing Repair Kit,Urinal.1.5 GPF SLOAN VALVE COMPANY A37A 40141609 1 EA
11 4,235 Plumbing White Relief Valve,Toilets SLOAN VALVE COMPANY A19AC 30181505 1 EA
12 3,806 Plumbing Adapter,Wrot Copper,C x MNPT,1/2 In NIBCO INC 605 40142315 1 EA
13 3,598 Plumbing Cartridge Kit,Urinals SLOAN VALVE COMPANY WES150 30181506 1 EA 14 2,982 Plumbing Guide Assembly,Toilets and Urinals SLOAN VALVE COMPANY A163A 30181505 1 EA
15 2,888 Plumbing Control Stop Repair Kit,1 In SLOAN VALVE COMPANY H541ASD 30181505 1 EA
16 2,090 Plumbing Actuator Cartridge Assembly SLOAN VALVE COMPANY EL128A 30181505 1 EA
17 1,999 Plumbing Cap,Wrot Copper,C,1/2 In,1/2 In,5/8 NIBCO INC U617 1/2 40142310 1 EA
18 1,816 Plumbing Washer Set Repair Kit,Toilets & Urinals SLOAN VALVE COMPANY A156AA 40151728 1 EA
19 1,794 Plumbing Coupling, Rolled Tube Stop,Wrot Copper NIBCO INC U600RS 1/2 40142315 1 EA
20 1,628 Plumbing Adapter,Wrot Copper,C x FNPT,1/2 In NIBCO INC U603 1/2 40141719 1 EA
21 1,433 Plumbing Coupling without Stop,Wrot Copper,1/2 in NIBCO INC C601 1/2 40142315 1 EA
22 1,428 Plumbing Elbow, 90 Deg, Close Rough,1/2 In,5/8 In NIBCO INC U6072 1/2 40142317 1 EA
23 1,228 Plumbing Handle,Retrofit Toilet,ADA SLOAN VALVE COMPANY B73A 30181506 1 EA
24 1,175 Plumbing Elbow,90,Close Rough,Wrot Copper,2 in.NIBCO INC U607 2 40142317 1 EA 25 1,173 Plumbing Adapter,Wrot Copper,C x MNPT,1 In,1 In NIBCO INC 604 1 40142315 1 EA
26 1,155 Plumbing Tee,Wrot Copper,C x C x C,3/4 In NIBCO INC U611 3/4 40142319 1 EA
31 500 Plumbing
Water Bottle Filling Station With Water Cooler and
Electronic Sensor, Indoor, Mounting Type Wall, ADA
Compliant
Elkay LZSDWSVRLK 48101710 1 EA
32 500 Plumbing Water Bottle Filling Station Retrofit, Stainless Steel
and ABS Plastic, 3000 Gallon Filters Elkay LZWSRK 48101710 1 EA
33 500 Plumbing Urinal, Waterfree, White Zurn Z5795 30181506 1 EA
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE) 3 200,000 Power Source Standard Battery,AA,Alkaline,PK24 DURACELL DISTRIBUTING INC PC1500BKD 26111702 24 PK 6 42,699 Power Source 9V Procell Alk Btry DURACELL DISTRIBUTING INC 4133352748 26111702 12 PK
7 40,794 Power Source Standard Battery,D,Alkaline,PK12 DURACELL DISTRIBUTING INC PC1300 26111702 12 PK
8 31,739 Power Source Standard Battery,C,Alkaline,PK12 DURACELL DISTRIBUTING INC PC1400 26111702 12 PK
9 30,136 Power Source Standard Battery,9V,Alkaline,PK12 DURACELL DISTRIBUTING INC PC1604BKD 26111702 12 PK
10 22,460 Power Source Battery,123,Lithium,3V DURACELL DISTRIBUTING INC DL123ABPK 26111711 1 EA
11 15,477 Power Source AA Coppertop Battery DURACELL DISTRIBUTING INC 4133351548 26111702 24 PK
12 14,522 Power Source AAACoppertopBattery DURACELL DISTRIBUTING INC 4133353048 26111702 24 PK
13 9,500 Power Source Battery,123,Lithium,3V,PK12 STREAMLIGHT, INC.85177 26111711 12 PK
14 7,879 Power Source PL123 Procell Btry DURACELL DISTRIBUTING INC 4133300438 26111711 12 PK
15 4,501 Power Source Lantern Battery,Alkaline,6V,Spring Term DURACELL DISTRIBUTING INC MN908 26111702 1 EA
16 2,995 Power Source 9V Coppertop Battery DURACELL DISTRIBUTING INC 4133352448 26111702 12 PK 17 2,742 Power Source Industrial Handheld Light,Xenon,Black MAG INSTRUMENTS M2A756K 39111702 1 EA
18 1,438 Power Source Motor Run Capacitor,5 MFD,2-3/4 In. H PACKARD INC.2MDV4 39121521 1 EA
19 1,317 Power Source Industrial Penlight,LED,Black STREAMLIGHT, INC.66118 39111610 1 EA
20 1,123 Power Source Industrial Handheld Light,LED,Orange STREAMLIGHT, INC.90540 39111702 1 EA
21 834 Power Source Battery,CR123A,Lithium,3V,PK6 STREAMLIGHT, INC.85180 26111711 6 PK
22 615 Power Source Tactical Handheld Light,LED,Black STREAMLIGHT, INC.88850 39111702 1 EA
23 597 Power Source Motor Start Capacitor,430-516 MFD,Round PACKARD INC.2MDU1 3912152 1 EA
24 560 Power Source 75375 Battery Stick STREAMLIGHT, INC.75375 31162400 1 EA
25 402 Power Source MICROSTREAM PenLight STREAMLIGHT, INC.66318 39111610 1 EA
26 390 Power Source Trident LED Elastic STREAMLIGHT, INC.61050 39111610 1 EA
27 316 Power Source ClipMate Flashlight STREAMLIGHT, INC.61100 39111610 1 EA
28 294 Power Source SeptorLED Headlamp STREAMLIGHT, INC.61052 39111610 1 EA
29 137 Power Source Mounting Kit For Run Capacitors PACKARD INC.2MEV1 39121521 1 EA
30 88 Power Source Motor Start Capacitor,430-516 MFD,Round PACKARD INC.2MEU6 39121521 1 EA
31 7,296 Power Source Battery, Rechargeable, AA, PK4 (Pre-charged,
Minimum 2000 mAh)Duracell DX1500R4 26111701 4 PK
32 6,800 Power Source Battery, Rechargeable, AAA, PK4 (Pre-charged,
Minimum 800 mAh)Duracell DX2400R4 26111701 4 PK
33 31,739 Power Source Battery, Rechargeable, C, PK2 (Pre-charged, Minimum
3000 mAh)RayOVac PL714-2 GEND 26111701 2 PK
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE)
1 201,516 Outdoor Garden Insect Repellent,Aerosol,6 oz.R.J. SCHINNER CO. INC.629350 10191509 1 EA
2 20,261 Outdoor Garden Insect Repellent,Liquid Spray,4 oz.UNITED INDUSTRIES
CORPORATION 94109 10191509 1 EA
3 2,568 Outdoor Garden Mouse Trap, PK4 J.T. EATON AND CO., INC.406XT 10191701 4 PK
8 985 Outdoor Garden Edger Blade, 8 In.STENS SPECIALTY BRANDS LLC 375301 27112203 1 EA
10 740 Outdoor Garden Square Point Shovel,48 In.Handle,16 ga.QEP CO. INC.SP2L-E 27112004 1 EA
16 471 Outdoor Garden 3Gl GeneralDutySpryr CHAPIN MANUFACTURING, INC.2553E 21101801 1 EA
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE)
1 775,532 Lamps & Lighting and Ballasts
Fluorescent Linear Lamp,T8,48 Inches,32
watts,4100K,Minimum 2900 Initial Lumens
(REQUIRED: CRI =>80 and TCLP-Compliant (ECO) ;
PREFERRED: RoHS-Compliant)
GENERAL ELECTRIC LIGHTING F32T8/SPP41/ECO 39101605 1 EA
2 295,340 Lamps & Lighting and Ballasts
Fluorescent Linear Lamp,T8,48 inches,28 watts,Long-
Life,4100K,Minimum 2650 Initial Lumens (REQUIRED:
CRI =>82 and TCLP-Compliant (ECO) ; PREFERRED:
RoHS-Compliant)
GENERAL ELECTRIC LIGHTING F28T8/XL/SPX41/ECO 39101605 1 EA
3 121,832 Lamps & Lighting and Ballasts
Fluorescent Linear Lamp,T8,48 inches,32
watts,3500K,Minimum 2900 Initial Lumens
(REQUIRED: CRI =>80 and TCLP-Compliant (ECO) ;
PREFERRED: RoHS-Compliant)
GENERAL ELECTRIC LIGHTING F32T8/SPP35/ECO 39101605 1 EA
4 59,652 Lamps & Lighting and Ballasts
Fluorescent Linear Lamp,T8,48 inches,32 watts, Extra
Long-Life,4100K,Minimum 2850 Initial Lumens
(REQUIRED: CRI =>82 and TCLP-Compliant (ECO) ;
PREFERRED: RoHS-Compliant)
GENERAL ELECTRIC LIGHTING F32T8/SXL/SPX41/ECO 39101605 1 EA
5 55,697 Lamps & Lighting and Ballasts
Fluorescent Linear Lamp,T8,48 Inches,32
watts,4100K,Minimum 2900 Initial Lumens
(REQUIRED: CRI =>80 and TCLP-Compliant (ECO) ;
PREFERRED: RoHS-Compliant)
GENERAL ELECTRIC LIGHTING F32T8/SPP50/ECO 39101605 1 EA
6 41,219 Lamps & Lighting and Ballasts
Fluorescent Linear Lamp,T8,48 inches,32
watts,Daylight (6500K),Minimum 2900 Initial Lumens
(REQUIRED: CRI =>82 and TCLP Compliant (ECO);
PREFERRED: RoHS Compliant)
GENERAL ELECTRIC LIGHTING F32T8/SPX65/ECO2 39101605 1 EA
7 38,700 Lamps & Lighting and Ballasts
Electronic Ballast,Powers Two 32-watt Fluorescent
Lamps, 120/277V (NEMA Premium Efficiency Listed,
RoHS Compliant)
PHILIPS LIGHTING CO ICN-2P32-N 39101605 1 EA
8 29,782 Lamps & Lighting and Ballasts
Fluorescent Linear Lamp,T8,48 inches,28 watts,Long-
Life,5000K,Minimum 2650 Lumens (REQUIRED: CRI
=>80 and TCLP Compliant (ECO); PREFERRED:
RoHS Compliant)
GENERAL ELECTRIC LIGHTING F28T8/XL/SPX50/ECO 39101605 1 EA
9 29,211 Lamps & Lighting and Ballasts
Fluorescent Linear Lamp,T8,48 inches,32 watts,4100K
(REQUIRED: CRI =>85 and TCLP-Compliant (ECO) ;
PREFERRED: RoHS Compliant)
GENERAL ELECTRIC LIGHTING F32T8/SPX41/ECO2 39101605 1 EA
10 28,700 Lamps & Lighting and Ballasts Fluorescent Linear Lamp,T8,24 inches,17 watts,
4100K (TCLP-Compliant (ECO), CRI =>80)GENERAL ELECTRIC LIGHTING F17T8/SP41/ECO 39101605 1 EA
11 27,953 Lamps & Lighting and Ballasts
Fluorescent Linear Lamp,T8,48 inches,28 watts,Long-
Life,4100K,Minimum 2650 Initial Lumens (REQUIRED:
CRI =>82 and TCLP-Compliant (ECO) ; PREFERRED:
RoHS Compliant)
GENERAL ELECTRIC LIGHTING F28T8/XL/SPX35/ECO 39101605 1 EA
12 27,762 Lamps & Lighting and Ballasts
Electronic Ballast,Powers Four 32-watt Fluorescent
Lamps, 120/277V (REQUIRED: NEMA Premium
Efficiency Listed, RoHS Compliant)
PHILIPS LIGHTING CO ICN-4P32-N 39101605 1 EA
13 20,256 Lamps & Lighting and Ballasts
Fluorescent Linear Lamp,High-Output T5,54
Watts,4100K (REQUIRED: CRI =>82 and TCLP
Compliant (ECO); PREFERRED: RoHS Compliant)
GENERAL ELECTRIC LIGHTING F54W/T5/841/HO/ECO 39101605 1 EA
14 18,261 Lamps & Lighting and Ballasts
Fluorescent Linear Lamp,T8,48 inches,25
watts,4100K,Minimum 2500 Initial Lumens
(REQUIRED: CRI =>82 and TCLP-Compliant (ECO) ;
PREFERRED: RoHS Compliant)
GENERAL ELECTRIC LIGHTING F32T8/25W/SPX41/ECO 39101605 1 EA
15A 18,261 Lamps & Lighting and Ballasts
LED Linear Lamp,T8,Medium (REQUIRED: Design
Lights Consortium (DLC), ENERGY STAR or
Consortium for Energy Efficiency (CEE) Listed;
PREFERRED: RoHS Compliant)
PHILIPS LIGHTING CO 464222 39101605 1 EA
15B 18,000 Lamps & Lighting and Ballasts
LED Linear Lamp,T8,48 Inches,Medium Bi-Pin (G13)
Base,Indoor,100-277V,4000K, Dimmable, "Plug and
Play", Minimum 1800 Lumens
GE LIGHTING LED12ET8/4/840 39101605 1 EA
16 16,179 Lamps & Lighting and Ballasts
Electronic Ballast,Powers Three 32-watt Fluorescent
Lamps, 120/277V (REQUIRED: RoHS Compliant;
PREFERRED: NEMA Premium Efficiency Listed)
PHILIPS LIGHTING CO ICN-3P32-N 39111801 1 EA
18 8,671 Lamps & Lighting and Ballasts CFL Ballast,Electronic,54W,120/277V (PREFERRED:
RoHS Compliant)PHILIPS LIGHTING CO ICF-2S26-H1-LD-K 39111801 1 EA
20 7,504 Lamps & Lighting and Ballasts
LED Linear Lamp,T8,48 Inches,Medium Bi-Pin (G-13)
Base,Minimum 2100 Lumens,4000K (REQUIRED:
RoHS Compliant)
PHILIPS LIGHTING CO 456566 39112102 1 EA
21 6,829 Lamps & Lighting and Ballasts
LED Lamp,A19 Shape,800 Lumens (Replaces 60-watt
Incandescent Lamp),2700K,Dimmable (REQUIRED:
RoHS Compliant)
PHILIPS LIGHTING CO 455501 39112102 1 EA
22 6,792 Lamps, Lights, Ballasts LED Lamp,A19,Medium,9.5W,2700K, dimmable
(Required: Energy Star and RoHS Compliant)PHILIPS LIGHTING CO 455824 39112102 1 EA
23 6,742 Lamps & Lighting and Ballasts LED Lamp,A19Shape,14.5W,1500 lm,2700K
(REQUIRED: RoHS Compliant)PHILIPS LIGHTING CO 455683 39112102 1 EA
24 6,313 Lamps & Lighting and Ballasts
Electronic Ballast,T8 Lamps,120/277V (REQUIRED:
NEMA Premium Efficiency; PREFERRED: RoHS
Compliant)
PHILIPS LIGHTING CO IOPA-2P32-N 39111801 1 EA
26 15,100 Lamps & Lighting and Ballasts
(LED Replacement for 25W A15 Incandescent Light
Bulb, Dimmable) LED Lamp, A15, minumum 400
lumens, 2700K, Dimmable (REQUIRED: Energy Star;
PREFERRED RoHS Compliant)
GE Lighting LED4/DA15-W 39112102 1 EA
27 13,773 Lamps & Lighting and Ballasts
(LED Replacement for 26W Plug-In CFL, 3500K, 4-
Pin, (GX24Q) Base) LED 4-pin compact lamp, 3500K,
minimum 900 lumens, (GX24Q) Base (Required:
RoHS compliant; DLC preferred)
Philips 458380 39112102 1 EA
28 12,438 Lamps & Lighting and Ballasts
(LED Replacement for 32W T8 U-Bend Lamp,
~4000K) LED T8, Bi-Pin, minimum 2100 lumens,
~4000K (REQUIRED: RoHS Compliant, DLC Listed)
Philips 452680 39112102 1 EA
29 12,000 Lamps & Lighting and Ballasts
(LED Replacement for 32W T8 U-Bend Lamp,
~4000K) LED T8, Bi-Pin, minimum 2100 lumens,
~4000K (REQUIRED: RoHS-Compliant, DLC-Listed)
PHILIPS LIGHTING CO 469395 39112102 1 EA
30 13,177 Lamps & Lighting and Ballasts
(LED Replacement for 32-40W Plug-In CFL, Cool
White) LED, PL, GX24Q-4 Base, minimum 1000
lumens, ~4000K, (REQUIRED: RoHS Compliant,
Preferred DLC listed)
GE Lighting LED12G24q-H/840 39112102 1 EA
31 8,938 Lamps & Lighting and Ballasts
(LED Replacement for 32W Plug-In CFL, 4-Pin (2G11)
base, ~4000K) LED, T5 PL, 4-Pin, minimum 2200
lumens, ~4000K (REQUIRED: RoHS Compliant;
PREFERRED DLC Listed)
GE Lighting LED172G11/840/10 39112102 1 EA
32 4,770 Lamps & Lighting and Ballasts LED Floodlight to Replace 90W PAR38, 2700K,
Medium Screw Base (ENERGY STAR)Philips 454744 39112102 1 EA
33 4,700 Lamps & Lighting and Ballasts
(LED Floodlight to Replace 90W PAR38, 2700K,
Medium Screw Base) LED, PAR38, minumum 950
lumens, ~2700K (REQUIRED: ENERGY STAR;
PREFERRED RoHS Compliant)
PHILIPS LIGHTING CO 467753 39112102 1 EA
34 3,900 Lamps & Lighting and Ballasts
(LED Replacement Lamp for 100W Incandescent Light
Bulb) LED, A21, minimum 1600 lumens, ~2700K
(REQUIRED: Energy Star; PREFERRED RoHS
Compliant)
GE Lighting LED15DA21/827 39112102 1 EA
35 3,000 Lamps & Lighting and Ballasts
(LED Replacement for 65W BR30 Flood Lamp,
Dimmable, Medium Screw Base, 3000K) LED, BR30,
minimum 700 lumens, ~3000K (REQUIRED: ENERGY
STAR; PREFERRED RoHS Compliant)
GE Lighting LED10DR30V/830W 39112102 1 EA
36 3,000 Lamps & Lighting and Ballasts
(LED Replacement for 65W R20 Flood Lamp,
Dimmable, Medium Screw Base, 3000K) LED, PAR20,
minimum 500 lumens, ~3000K (REQUIRED: ENERGY
STAR; PREFERRED RoHS Compliant)
GE Lighting LED7DP203W830/35 39112102 1 EA
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE) 1 86,789 HVAC Std Cap.Pleated Filter,16x20x2,MERV7 FLANDERS CORPORATION 2W230 40161505 1 EA
2 56,018 HVAC High Cap.Pleated Filter,24x24x2,MERV8 FLANDERS CORPORATION 6B924 40161505 1 EA
6 4,105 HVAC Evaporator Cleaner,Aerosol,18 fl oz NU-CALGON 4171-75 47131805 6 EA
7 2,447 HVAC Box Fan,Non-Osc, 20 In, 3-spd,120V LASKO PRODUCTS INC 9723 40101604 1 EA
8A 1,970 HVAC Condenser Cleaner,Liquid,1 gal,Blue NU-CALGON 4291-08 47131805 1 EA
8B 1,970 HVAC Cal Green Condenser Cleaner, Liquid, 1 gal, 4pk
(Safer Choice certified)NU-CALGON 4190-08 47131805 4 CS
9 1,939 HVAC Mini-Pleat Filter w/Gskt,MERV 11,24x24x2 3M PURIFICATION INC.E294 40161505 1 EA
10 1,249 HVAC CO2 Cartridges,PK12 DIVERSITECH GGC-12 40141609 12 PK
11 921 HVAC Ice Machine Cleaner,8 oz.,Clear NU-CALGON 4207-47 12163902 12 EA12 725 HVAC Leak Detector,1 qt.,Blue NU-CALGON 4182-24 41111932 12 EA
13 474 HVAC Coil Cleaner,18 Oz NU-CALGON 4127-75 47131805 1 EA
14 414 HVAC Pneumatic Thermostat,DA,60 to 90F HONEYWELL INTERNATIONAL
INC.TP970A2004 41112209 1 EA
15A 405 HVAC Drain Cleaner,Liquid,1 gal,Straw NU-CALGON 4134-08 47131815 1 EA
15B 405 HVAC Drain cleaner, gallon 4PK (Safer Choice certified)CLR/Jelmar GRT-4 PRO 47101607 4 EA
16 353 HVAC Crank Arm Ball Joint,Dia 5/16 In HONEYWELL INTERNATIONAL
INC.27518 40101504 1 EA
17 317 HVAC Condenser Cleaner,Liquid,1 gal,Brown NU-CALGON 4120-08 12163902 1 EA
18 316 HVAC Refrigeration Oil Acid Test Kit NU-CALGON 4320-W8 15121520 1 EA
19 310 HVAC Condenser Cleaner,Aerosol,18 fl oz,Clear NU-CALGON 4290-75 47131805 1 EA
20 264 HVAC Cork Tape,Self Adhesive,30 Ftx2 In,Black NU-CALGON 4217-12 31371001 1 EA
22 248 HVAC Relay,Switching,24 V WHITE RODGERS 90-340 39121515 1 EA
23 244 HVAC Carpet/Floor Dryer,120V,500 cfm,Yellow SHOP VAC CORPORATION 5UMP6 40101601 1 EA
24 243 HVAC Port. Elec. Heater,1500 W,5120 BtuH TPI CORPORATION 188-TASA 40101819 1 EA
25 238 HVAC Replacement Pump,Portacool 24,36,48In PORTACOOL, LLC PUMP-016-4R 40101703 1 EA
26 234 HVAC Condensate Pan Treatment,12 Tabs, Red NU-CALGON 4185-03 47101603 1 EA 27 229 HVAC Drain Clearing Gun, Black,Flexible Hose DIVERSITECH GG-1 40141609 1 EA
28 99 HVAC CP24G30B Window A/C FRIEDRICH AIR CONDITIONING
CO CP24G30B 40101701 1 EA
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE) 1 5,841 Hand Tools Utility Knife,6 In.,Gray STANLEY PROTO TOOLS 10-099 27111503 1 EA
2 3,824 Hand Tools Tape Measure,1 In x 25 ft,Chrome,In/Ft STANLEY PROTO TOOLS 33-425 27111801 1 EA
3 2,593 Hand Tools Glass Scraper,Stiff,1-1/2",Carbon Steel STANLEY PROTO TOOLS 28-500 27111909 1 EA
4 2,388 Hand Tools Tape Measure,1 In x 25 ft,Yellow,In./Ft.STANLEY PROTO TOOLS 30-455 27111801 1 EA
5 2,195 Hand Tools Carpenter Pencil,#2,Flat,Yellow STANLEY PROTO TOOLS 47-350 44121706 1 EA
6 1,999 Hand Tools #9 Single Edge Utility Blade,2" W, PK100 STANLEY PROTO TOOLS 11-515 27111501 100 PK
7 1,795 Hand Tools Tongue and Groove Pliers,12 In CHANNELLOCK, INC.440 27112112 1 EA
8 1,566 Hand Tools Tongue and Groove Pliers,10 In CHANNELLOCK, INC.430 27112112 1 EA
9 1,235 Hand Tools Scraper,Stiff,4",Carbon Steel UNGER ENTERPRISES LH12C 47121812 1 EA
10 1,230 Hand Tools Narrow Staples,7/16x1/2 In,PK1000 STANLEY PROTO TOOLS TRA708T 44122107 1000 PK
11 1,198 Hand Tools Hacksaw Blade,12 In,24 TPI,Bi-metal STANLEY PROTO TOOLS 15-631 27112802 1 EA
12 1,190 Hand Tools 2-Point Utility Blade,3/4 In. W,PK100 STANLEY PROTO TOOLS 11-921A 27111501 100 PK
13 1,158 Hand Tools Replacement Razor Blades,PK10 STANLEY PROTO TOOLS 28-510 27111501 10 PK
14 1,036 Hand Tools Putty Knife,Stiff,1-1/4",Carbon Steel STANLEY PROTO TOOLS 28-140 27112601 1 EA
15 997 Hand Tools Narrow Staples,HD,27/64x3/8,PK1000 STANLEY PROTO TOOLS TRA706T 44122107 1000 PK 16 939 Hand Tools Pocket Multi-Bit Screwdriver,4-in-1,3 Pc STANLEY PROTO TOOLS 66-344 27111701 1 EA
17 900 Hand Tools Tongue and Groove Pliers,9-1/2 In CHANNELLOCK, INC.420 27112112 1 EA
18 870 Hand Tools Locking Pliers,Plain Grip,10 In. L IRWIN INDUSTRIAL TOOLS 10WR 27112115 1 EA
19 868 Hand Tools Folding Pocket Utility Knife,4 1/4 In STANLEY PROTO TOOLS 10-049 27111503 1 EA
20 835 Hand Tools Socket Adapter,1/4 Hex to 3/8 Sq.,2 In IRWIN INDUSTRIAL TOOLS 3567841C 27112814 1 EA
21 796 Hand Tools Screwdriver,Phillips,#2x4 In,Round STANLEY PROTO TOOLS 64-102 27111701 1 EA
22 741 Hand Tools Socket Adapter,1/4 Hex to 1/2 Sq.,2 In IRWIN INDUSTRIAL TOOLS 3567951C 27112814 1 EA
23 736 Hand Tools Hacksaw Blade,12 In,32 TPI,Bi-metal STANLEY PROTO TOOLS 15-630 27112802 1 EA
24 620 Hand Tools Rip-Claw Hammer,Fiberglass,Smooth,16 Oz STANLEY PROTO TOOLS 51-622 27111602 1 EA
25 562 Hand Tools Diagonal Cutting Pliers,5 In L STANLEY PROTO TOOLS 84-104 27112114 1 EA
26 546 Hand Tools Multi-Bit Screwdriver,6-in-1,7-3/4 in.STANLEY PROTO TOOLS 68-012 27111701 1 EA 27 530 Hand Tools Socket Clip,1/2 in. Dr STANLEY PROTO TOOLS J2592 27112809 1 EA
28 224 Hand Tools IRWIN Safety Knife IRWIN INDUSTRIAL TOOLS 2088600 27111503 1 EA
29 167 Hand Tools Bi-Metal Blade 50Ct IRWIN INDUSTRIAL TOOLS 2084300 27111517 1 PKG
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE)
1 2,487 Power Tools Battery,18V,2.2Ah,NiCd,PK2 BLACK & DECKER-TOOLS &
ACCESSORIES DC9096-2 26111710 2 PK
2 1,141 Power Tools Hammer Drill Bit,Three-Flat,1/4" x 4"BLACK & DECKER-TOOLS &
ACCESSORIES DW5225 27112801 1 EA
3 340 Power Tools Nutsetter,5/16" Hex,2-9/16" L,Steel MILWAUKEE ELECTRIC TOOL
CORPORATION 49-66-4533 27111702 1 EA
4 339 Power Tools Cordless/Corded Wet/Dry Vacuum,2 gal.BLACK & DECKER-TOOLS &
ACCESSORIES DCV581H 47121604 1 EA
5 326 Power Tools Cordless Drill/Driver Kit,20.0V,1/2"BLACK & DECKER-TOOLS &
ACCESSORIES DCD771C2 27112703 1 EA
6 290 Power Tools Angle Grinder,4-1/2 In,No Load RPM 12000 BLACK & DECKER-TOOLS &
ACCESSORIES DWE4011 27112704 1 EA
7 272 Power Tools 2Pc HamrImpctCmboKit MILWAUKEE ELECTRIC TOOL
CORPORATION 2897-22 27113201 1 KIT
8 165 Power Tools 18VDrillImpctDivrKit MILWAUKEE ELECTRIC TOOL
CORPORATION 2691-22 27113201 1 EA
9 162 Power Tools 18V 5.0AHamrdrillKit MILWAUKEE ELECTRIC TOOL
CORPORATION 2704-22 27112703 1 KIT
10 155 Power Tools 2720-21 RecipSaw Kit MILWAUKEE ELECTRIC TOOL
CORPORATION 2720-21 27112747 1 KIT
11 143 Power Tools 2763-22 ImptWrnchKit MILWAUKEE ELECTRIC TOOL
CORPORATION 2763-22 27112713 1 KIT
12 143 Power Tools 7A4-1/2"AngleGrinder MILWAUKEE ELECTRIC TOOL
CORPORATION 6130-33 27112749 1 EA
14 131 Power Tools 2762-22 ImptWrnchKit MILWAUKEE ELECTRIC TOOL
CORPORATION 2762-22 27112713 1 KIT
15 125 Power Tools 4-1/2SmlAngleGrinder DEWALT (BLACK & DECKER)DWE402 27112749 1 EA
17 111 Power Tools 2780-21MilwAngleGndr MILWAUKEE ELECTRIC TOOL
CORPORATION 2780-21 27112749 1 KIT
18 104 Power Tools 18V 5.0ADril/DrvrKit MILWAUKEE ELECTRIC TOOL
CORPORATION 2703-22 27112703 1 KIT
19 96 Power Tools 2457-21 Ratchet Kit MILWAUKEE ELECTRIC TOOL
CORPORATION 2457-21 27111753 1 KIT
20 94 Power Tools DCF889M2 ImpctWrench DEWALT (BLACK & DECKER)DCF889M2 27112713 1 KIT
21 84 Power Tools 18V 5.0AImpctDrvrKit MILWAUKEE ELECTRIC TOOL
CORPORATION 2753-22 27112713 1 KIT
22 84 Power Tools 4Pc18V FUEL ComboKit MILWAUKEE ELECTRIC TOOL
CORPORATION 2896-24 27113201 1 KIT
23 78 Power Tools 2606-22CT DrlDrvrKit MILWAUKEE ELECTRIC TOOL
CORPORATION 2606-22CT 27112703 1 KIT
24 73 Power Tools 20VCordlsRecipSawKit DEWALT (BLACK & DECKER)DCS380P1 27112747 1 KIT
26 69 Power Tools 6232-21 MilwkBandsaw MILWAUKEE ELECTRIC TOOL
CORPORATION 6232-21 23241509 1 EA
27 65 Power Tools DCG412B Cut-Off Tool DEWALT (BLACK & DECKER)DCG412B 27112749 1 KIT
29 37 Power Tools SAWZALL W/QK LOK BLD MILWAUKEE ELECTRIC TOOL
CORPORATION 6509-31 27112747 1 EA
30 29 Power Tools 18VCrdlssHackzallKit MILWAUKEE ELECTRIC TOOL
CORPORATION 2625-21 27112747 1 EA
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE) 2 20,100 Electrical 11x1/5" BlkCableTie THOMAS & BETTS TY5253MX 39121703 100 EA
6 9,893 Electrical Duplex Wall Plate,1 Gang,Silver HUBBELL WIRING DEVICE-
KELLEMS SS8 39121704 1 EA
7 8,000 Electrical Twist On Wire Connector,22-14 AWG,PK100 IDEAL INDUSTRIES INC 30-072 39121409 100 PK
8 6,475 Electrical Fuse,10A,Nonindicating,ATM,32VDC COOPER BUSSMANN, INC.ATM-10 39121612 1 EA
9 5,602 Electrical Blank Wall Plate,1 Gang,Silver HUBBELL WIRING DEVICE-
KELLEMS SS13 39121704 1 EA
10 4,933 Electrical Straight Blade Plug,5-15P,15A,125V LEVITON MANUFACTURING CO--
BLOCKED 5266-C 39121402 1 EA
11 4,691 Electrical Plug,5-15P,15A,125V HUBBELL WIRING DEVICE-
KELLEMS HBL5266C 39121402 1 EA
13 4,159 Electrical Mounting Strap,Ivory,Steel,Straps WIREMOLD LEGRAND V504 39121203 1 EA
14 3,512 Electrical Fuse Holder,Glass and Ceramic,12A,1 Pole COOPER BUSSMANN, INC.HLR 39121617 1 EA
15 3,304 Electrical Fast Acting Midget Fuse,Amps 5,KTK COOPER BUSSMANN, INC.KTK-5 39121609 1 EA
16 3,216 Electrical Trmnl Blk,Screw Clmp Tech Pssthrgh SCHNEIDER ELECTRIC USA, INC.NSYTRV22 39121410 1 EA
17 3,066 Electrical Conduit Fitting,Straight,NonInsul,3/8 In THOMAS & BETTS 300-TB 39121311 1 EA
18 2,805 Electrical Fuse,2A,GLR,300VAC COOPER BUSSMANN, INC.GLR-2 39121611 1 EA
19 2,574 Electrical Fuse,3A,GLR,300VAC COOPER BUSSMANN, INC.GLR-3 39121611 1 EA
20 2,502 Electrical GFCI Receptacle,20A,125VAC,5-20R,Ivory HUBBELL WIRING DEVICE-
KELLEMS GFRST20I 39121406 1 EA
21 2,426 Electrical Fuse,10A,Nonindicating,ATC,32VDC COOPER BUSSMANN, INC.ATC-10 39121612 1 EA
22 2,387 Electrical Toggle Switch Wall Plate,1 Gang,Silver HUBBELL WIRING DEVICE-
KELLEMS SS1 39121704 1 EA
23 2,333 Electrical Duplex Wall Plate,1 Gang,Ivory LEVITON MANUFACTURING CO--
BLOCKED 86003 39121704 1 EA
26 2,033 Electrical Fuse Holder,Midget,30A,1 Pole COOPER BUSSMANN, INC.HEB-AA 39121411 1 EA
27 1,929 Electrical Rocker Wall Plate,1 Gang,Silver HUBBELL WIRING DEVICE-
KELLEMS SS26 39121704 1 EA
28 1,755 Electrical Mounting Strap,Ivory,Steel,Straps WIREMOLD LEGRAND V704 39121203 1 EA
30 1,683 Electrical Surge Protector Strip,6 Outlet,Black TRIPP LITE TLP606B 39121610 1 EA
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE)
1 28,467 Paint IC WB WHITE 17oz RUST-OLEUM CORP 203039 31211513 12 EA2 20,984 Paint Line Marking Paint,17 oz.,White RUST-OLEUM CORP 203030 31211507 1 EA
3 15,671 Paint IC WB CAUTN BLU 17oz RUST-OLEUM CORP 203031 31211513 12 EA
4 13,892 Paint Marking Paint,17 oz.,White RUST-OLEUM CORP 203039 31211507 1 EA
5 13,295 Paint Marking Paint,17 oz.,Caution Bl/APWA Bl RUST-OLEUM CORP 203031 31211507 1 EA
6 12,886 Paint Line Marking Paint,17 oz.,Fl Orng RUST-OLEUM CORP 203027 31211507 1 EA
7 12,023 Paint IC WB FLO GRN 17oz RUST-OLEUM CORP 203032 31211513 12 EA
8A 12,121 Paint Marking Paint,Caution Blue,17 oz.Rust-oleum 203022 31211507 1 EA
8B 12,121 Paint Traffic Zone Striping Paint, Water-Based, Safety Blue,
1 Gal (Complies With South Coast Air Quality
Management District VOC Limit of 100 g/l)
Rust-oleum 2326402 31211508 1 EA
9 10,821 Paint Athletic Field Striping Paint,White RUST-OLEUM CORP 206043 31211507 1 EA
10 10,748 Paint Spray Paint,Black,12 oz.RUST-OLEUM CORP 1679830 31211507 1 EA
11 10,088 Paint IC WB FLO ORANG 17oz RUST-OLEUM CORP 203036 31211513 12 EA
12 9,297 Paint Line Marking Paint,17 oz.,Fl Pink RUST-OLEUM CORP 1661838 31211507 1 EA 13 8,927 Paint Inverted Striping Paint,White RUST-OLEUM CORP 2391838 31211507 1 EA
15 8,056 Paint Rust Preventative Spray Paint,Black,15oz RUST-OLEUM CORP V2179838 31211507 1 EA
16 6,482 Paint 17ozAthFldStrip Wht RUST-OLEUM CORP 206043 31211513 12 EA17 6,044 Paint Rust Preventative Spray Primer,Gray,15oz RUST-OLEUM CORP V2182838 31211507 1 EA
18A 14,635 Paint Marking Paint,White,17 oz.Rust-oleum 203039 31211507 1 EA
18B 14,635 Paint
Marking Paint, White, Water-based, 5 Gal (Complies
With South Coast Air Quality Management District
VOC Limit of 100 g/l)
Rust-oleum 2391300 31211502 1 EA
19 5,544 Paint Inverted Striping Paint,Yellow RUST-OLEUM CORP 2348838 31211507 1 EA
20 5,525 Paint IC WB FLO PINK 17oz RUST-OLEUM CORP 1861838 31211513 12 EA
22 5,121 Paint PREC BLU INV MKG17oz RUST-OLEUM CORP 203022 31211513 12 EA
23 2,601 Paint Paint Roller Cover,9 In,Nap 3/8 In PREMIER PAINT ROLLER LLC PR80C9 31211906 1 EA
24 2,359 Paint Paint Roller Cover,4 In,Nap 3/8 In PREMIER PAINT ROLLER LLC PR80C4 31211917 1 EA
25 1,862 Paint Paint Roller Cover,9 In,Nap 3/8 In,PK6 PREMIER PAINT ROLLER LLC 6PK38 31211906 6 PK 26 1,677 Paint Paint Brush,Chip,3"PREMIER PAINT ROLLER LLC DWV30 31211904 1 EA
27 1,629 Paint Paint Roller Cover,9 In,Nap 3/8 In,PK2 PREMIER PAINT ROLLER LLC 9-TP 31211906 2 PK
28 1,460 Paint Paint Roller Frame,4 In L PREMIER PAINT ROLLER LLC 412-IMP 31211906 1 EA
29 1,171 Paint Paint Tray Liner,2 qt.,Polypropylene PREMIER PAINT ROLLER LLC DPT-PTL 31211909 1 EA
30 1,010 Paint 4"x3/4"KW Roller Cvr PREMIER PAINT ROLLER LLC 4KW2-75 31211917 1 EA
31A 3,313 Paint Spray Paint,Safety Yellow,15 oz.Rust-oleum V2143838 31211507 1 EA
31B 3,313 Paint
Water-based Epoxy Maintenance Coating, OSHA
Safety Yellow, 1 Gal (Green Seal, UL EcoLogo or MPI
Green Performance Standard)
Rust-oleum 248288 31201615 1 EA
32A 3,161 Paint Marking Paint,Black,17 oz.Rust-oleum 1675838 31211507 1 EA
32B 3,161 Paint
Traffic Zone Marking Paint, Water-Based, Black, 1 Gal
(Complies With South Coast Air Quality Management
District VOC Limit of 100 g/l)
Rust-oleum 246774 31211501 1 EA
33A 2,602 Paint Spray Paint,Safety Blue,15 oz.Rust-oleum V2124838 31211507 1 EA
33B 2,602 Paint
Water-based Epoxy Maintenance Coating, OSHA
Safety Blue, 1 Gal (Green Seal, UL EcoLogo or MPI
Green Performance Standard)
Rust-oleum 248288 31201615 1 EA
34A 2,464 Paint Striping Paint,White,18 oz.Rust-oleum 1691838 31211507 1 EA
34B 2,464 Paint
Traffic Zone Striping Paint, Water-Based, White, 1 Gal
(Complies With South Coast Air Quality Management
District VOC Limit of 100 g/l)
Rust-oleum 2391402 31211508 1 EA
35A 1,822 Paint Marking Paint,High Vis. Yellow,17 oz.Rust-oleum 203025 31211507 1 EA
35B 1,822 Paint
Marking Paint, Yellow, Water-based, 1 Gal (Complies
With South Coast Air Quality Management District
VOC Limit of 100 g/l)
Rust-oleum 2348402 31211508 1 EA
36A 1,404 Paint Spray Paint,OSHA Safety Blue,12 oz.Rust-oleum 1624830 31211507 1 EA
36B 1,404 Paint
Water-based Epoxy Floor Maintenance Coating,
OSHA Safety Blue, 1 Gal (Green Seal, UL EcoLogo or
MPI Green Performance Standard)
Rust-oleum 248291 31201615 1 EA
37A 1,259 Paint Marking Paint,Fl. Red,17 oz.Rust-oleum 1662838 31211507 1 EA
37B 1,259 Paint Traffic Zone Marking Paint, Water-Based, Red, 1 Gal
(Complies With South Coast Air Quality Management
District VOC Limit of 100 g/l)
Rust-oleum 243276 31211501 1 EA
38A 1,112 Paint Spray Paint,Flat White,12 oz.Rust-oleum 1690830 31211507 1 EA
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE)
1 20,000 Security Combination Padlock,Center,Black/Silver MASTER LOCK COMPANY LLC 1525 46171501 1 EA
2 10,000 Security Combination Padlock,Bottom,Brass MASTER LOCK COMPANY LLC 175LH 46171501 1 EA
3 10,000 Security Keyed Padlock,Alike,1-1/2"W MASTER LOCK COMPANY LLC 22KA-280 46171501 1 EA
4 3,636 Security Built In Locker Lock,Automatic,Black MASTER LOCK COMPANY LLC 1630 46171501 1 EA
5 2,500 Security Keyed Padlock,Different,1-1/2"W MASTER LOCK COMPANY LLC A30 46171501 1 EA
6 2,000 Security Key Blank,Standard,J Keyway,1/2in.STANLEY SECURITY SOLUTIONS,
INC.1A1J1KS473KS800 46171505 1 EA
7 1,200 Security Key Reel,48 In,Kevlar(R) Cord,Belt Clip KEY-BAK, DIV OF WEST COAST
MFG CO.0S48-803 46171515 1 EA
8 1,000 Security Combination Padlock,Bottom,Black/Silver MASTER LOCK COMPANY LLC 178D 46171501 1 EA
9 1,000 Security Transport Hood,White/Black,Universal CORTECH CORRECTIONAL
TECH., INC.8320 46181522 1 EA
10 881 Security Standard Keyed Cam Lock, Key Different MASTER LOCK COMPANY LLC AWWGPTCL6814A 46171513 1 EA
11 750 Security Barrier Post with Belt,Metal,7-1/2 ft. L TENSATOR INC.QWAYPOST-33-B9 46151505 1 EA
12 750 Security Pull Tight Seal,12 x 43/64 In,HDPE,PK50 TYDENBROOKS SECURITY PROD
GRP 1042883 46171502 50 PK
13 721 Security Belt Keeper,Standard,Black,2-1/4 In.,PK4 EMBLEM ENT. INC DBA HEROS
PRIDE 1097 53102501 4 PK
14 700 Security Key Blank,Brass,Best A Keyway,7 Pins MASTER LOCK COMPANY LLC KCAKBWWG 46171505 1 EA
15 690 Security Pepper Spray,Crossfire Stream,16 Shot SECURITY EQUIPMENT
CORPORATION 52CFT30 46101601 1 EA
16 680 Security Pepper Spray Case,L,Black,Nylon EMBLEM ENT. INC DBA HEROS
PRIDE 1060 24111507 1 EA
17 639 Security Penetrant,Aerosol Can,12 oz.MIL-COMM PRODUCTS CO. INC.60601 15121514 1 EA
18 625 Security Tactical Rifle Case,41 In.,Black BUSHNELL OUTDOOR
PRODUCTS 52141 46101801 1 EA
20 478 Security Handheld alarm with sound and light SAFETY TECHNOLOGY INT'L INC.12006 46171604 1 EA
21 469 Security Bag,Bail Out,8-1/2x12x4-1/2 In,6 Pkt 511 INC.56026 24111507 1 EA
22 460 Security Belt Barrier,10 ft.,Black,Sloped,PK2 VISIONTRON CORP 101SB-BK-2PK 46151505 2 PK
23 439 Security Lock Seal,7-1/2 x 1/4 In,HDPE,Blue,PK100 TYDENBROOKS SECURITY PROD
GRP 1046512 46171502 100 PK
25 362 Security Key Caddy,Retractable Chain,21 In,Clip THE L. S. STARRETT COMPANY SK1 46171515 1 EA
26 361 Security Wireless Doorbell Chime w/Receiver SAFETY TECHNOLOGY INT'L INC.STI-3350G 46171604 1 EA
27 344 Security Retractable ID Badge Holder w/Belt Clip BAW PLASTICS INC.2120-3305 55121804 1 EA
28 316 Security Key Control Cabinet Hook Tag,Pk20 BLOCK AND COMPANY, INC 201800706 46171509 20 PK
29 314 Security Steel Mailbox,Type 1,Black TRAFFIC AND PARKING
CONTROL, INC.034-00115 24112407 1 EA
30 308 Security Handcuff Case,Standard,Black,Nylon EMBLEM ENT. INC DBA HEROS
PRIDE 1050 46151601 1 EA
Item Number Estimated
Annual Quantity Category Description Product Description Manufacturer Name Manufacturer Part
Number
UNSPSC
Number
#/UOM
(e.g. # of bottles
per case)
Unit of
Measure
(UOM, e.g.,
CASE)
4 159,482 Safety DISP.FOAM EAR PLUGS HONEYWELL SAFETY
PRODUCTS USA MAX-1 46181901 200 PK
5 100,000 Safety Disposable Gloves,Nitrile,L,Blue,PK100 SHOWABEST GLOVE INC 7500PFL 46181504 100 PK
6 100,000 Safety Disposable Gloves,Nitrile,L,Blue,PK100 ANSELL HEALTHCARE
PRODUCTS LLC 92-675 46181504 100 PK
8 55,000 Safety Safety Glasses,Smoke Mirror KIMBERLY-CLARK
CORPORATION 25688 46181802 1 EA
9 45,000 Safety 5005PFL PF Latex Glv SHOWA 5005PFL 46181504 100 PK 13A 25,000 Safety Maintenance Absorbent,40 lb.,Bag OIL-DRI CORPORATION OF I060-40L50G 47131902 1 EA
13B 25,000 Safety Paper Granular Sorbent (100% post consumer
recycled content)Brady RFGRANULAR 47131902 1 EA
14 24,132 Safety Coated Gloves,L,Yellow,PR SHOWABEST GLOVE INC 960L-10 46181504 1 PR
17 18,002 Safety 318-1001 PushinCord 3M PRODUCTS 10080529180015 46181901 100 PK
18 16,500 Safety XL8milBluePFNitrGlv HONEYWELL SAFETY
PRODUCTS USA PSD-NI8-XL 31162400 50 PK
20 15,000 Safety Disposable Respirator,N95,Universal,PK10 3M SAFETY (OHES)8511 46182002 10 PK
21 15,000 Safety Coated Gloves,Palm and Fingers,9,PR ANSELL HEALTHCARE
PRODUCTS LLC 11-600 46181504 1 PR
22 15,000 Safety Coated Gloves,L,Black/Red,PR NORTH SAFETY PRODUCTS NF11/9L 46181504 1 PR
23 13,317 Safety Smoke Alarm,Ionization,9V BRK BRANDS, INC.SA350B 46191501 1 EA
24 12,000 Safety Replacement Eye Wash Bottle,16 oz.SPERIAN PROTECTION
AMERICAS, INC.320004540000 46181810 1 EA
25 11,342 Safety Disposable Gloves,Latex,XL,Blue,PK50 MICROFLEX CORPORATION SG-375-XL 46181504 50 PK
26 11,128 Safety Pre-Moistened Cleaning Tissues,PK100 BAUSCH AND LOMB 8574GM 46181806 100 PK
27 8,411 Safety Rubbing Alcohol,Antiseptics,Bottle MEDIQUE PRODUCTS INC.26811 51102710 1 EA
28 6,298 Safety Disposable Gloves,Latex,L,Natural,PK100 ANSELL HEALTHCARE
PRODUCTS LLC 69-318 46181504 100 PK
29 6,159 Safety Safety Glasses,Clear,Uncoated 3M SAFETY (OHES)11228-00000-100 46181802 1 EA
Size of Each
Container in
Case (e.g., 1
gallon or 2.5L)
2018 List Price of
Unit of Measure
from Column I
2018 List Price of
Each Individual
Item in the Unit of
Measure
Discount
Percentage Off
2018 Net Price of
Unit of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
800ft $ 107.11 $ 17.85 60.74% $ 42.05 $ 42.89 0.84 $ 42.89 $0.00 $ 48.60 $ 5.71 6
250sht $ 43.84 $ 2.74 62.82% $ 16.30 $ 16.63 0.33 $ 17.26 $0.63 $ 18.40 $ 1.14 16
1000ft $ 46.95 $ 5.87 65.90% $ 16.01 $ 16.49 0.48 $ 16.49 $0.00 $ 23.00 $ 6.51 8
$ 16.44 $ 16.44 65.15% $ 5.73 $ 5.84 0.11 $ 5.99 $0.15 $ 6.09 $ 0.10 1
$ 3.94 $ 3.94 55.84% $ 1.74 $ 1.77 0.03 $ 1.81 $0.04 $ 1.85 $ 0.04 1
800ft $ 53.32 $ 8.89 63.05% $ 19.70 $ 20.29 0.59 $ 21.06 $0.77 $ 24.00 $ 2.94 6
150ft $ 81.56 $ 1.02 54.88% $ 36.80 $ 37.54 0.74 $ 37.54 $0.00 $ 46.90 $ 9.36 80
183ft $ 85.42 $ 1.07 60.20% $ 34.00 $ 35.02 1.02 $ 35.02 $0.00 $ 37.20 $ 2.18 80
250sht $ 53.63 $ 3.35 66.44% $ 18.00 $ 18.54 0.54 $ 18.54 $0.00 $ 21.90 $ 3.36 16
250sht $ 42.26 $ 2.64 62.14% $ 16.00 $ 16.32 0.32 $ 16.32 $0.00 $ 18.65 $ 2.33 16
$ 15.96 $ 15.96 65.23% $ 5.55 $ 5.55 0.00 $ 5.55 $0.00 $ 5.55 $ - 1
333ft $ 91.58 $ 2.54 59.60% $ 37.00 $ 38.11 1.11 $ 38.11 $0.00 $ 47.55 $ 9.44 36
$ 7.16 $ 7.16 63.41% $ 2.62 $ 2.67 0.05 $ 2.67 $0.00 $ 3.04 $ 0.37 1
$ 7.11 $ 7.11 62.59% $ 2.66 $ 2.71 0.05 $ 2.81 $0.10 $ 2.81 $ - 1
183ft $ 97.22 $ 1.22 64.17% $ 34.83 $ 35.53 0.70 $ 35.53 $0.00 $ 40.35 $ 4.82 80
$ 13.40 $ 13.40 64.93% $ 4.70 $ 4.79 0.09 $ 4.79 $0.00 $ 4.79 $ - 1
$ 9.99 $ 9.99 63.16% $ 3.68 $ 3.75 0.07 $ 3.89 $0.14 $ 3.89 $ - 1
$ 65.16 $ 3.26 54.11% $ 29.90 $ 30.50 0.60 $ 32.02 $1.53 $ 32.02 $ - 20
$ 7.95 $ 7.95 70.69% $ 2.33 $ 2.33 0.00 $ 2.42 $0.09 $ 2.42 $ - 1
40-45 gal $ 54.95 $ 0.22 68.21% $ 17.47 $ 17.99 0.52 $ 18.67 $0.68 $ 21.03 $ 2.36 250
45 gal $ 77.31 $ 2.42 79.86% $ 15.57 $ 15.57 0.00 $ 16.16 $0.59 $ 16.16 $ - 32
$ 7.16 $ 7.16 72.07% $ 2.00 $ 2.00 0.00 $ 2.08 $0.08 $ 2.08 $ - 1
$ 24.78 $ 24.78 77.76% $ 5.51 Discontinued
33 gal $ 68.97 $ 0.28 82.62% $ 11.99 $ 12.23 0.24 $ 12.69 $0.46 $ 14.29 $ 1.60 250
33 gal $ 71.41 $ 1.43 79.88% $ 14.37 $ 14.37 0.00 $ 14.92 $0.55 $ 14.92 $ - 50
$ 17.20 $ 1.43 86.34% $ 2.35 $ 2.35 0.00 $ 2.44 $0.09 $ 2.44 $ - 12
$ 42.82 $ 3.57 73.54% $ 11.33 $ 11.33 0.00 $ 11.33 $0.00 $ 12.18 $ 0.85 12
$ 11.71 $ 0.23 83.86% $ 1.89 $ 1.93 0.04 $ 2.00 $0.07 $ 2.20 $ 0.20 50
12-16 gal $ 174.95 $ 0.35 79.85% $ 35.25 $ 35.25 0.00 $ 35.25 $0.00 $ 35.25 $ - 500
60 gal $ 91.62 $ 0.92 84.33% $ 14.36 $ 14.65 0.29 $ 15.21 $0.56 $ 17.31 $ 2.10 100
55-60 gal $ 99.03 $ 0.99 79.83% $ 19.97 $ 19.97 0.00 $ 20.73 $0.76 $ 20.73 $ - 100
40-45 gal $ 139.58 $ 1.40 86.47% $ 18.89 $ 18.89 0.00 $ 19.61 $0.72 $ 19.61 $ - 100
$ 15.48 $ 15.48 79.72% $ 3.14 $ 3.14 0.00 $ 3.26 $0.12 $ 3.26 $ - 1
$ 29.74 $ 29.74 64.02% $ 10.70 $ 10.91 0.21 $ 11.32 $0.41 $ 11.32 $ - 1
Size of Each Container
in Case (e.g., 1 gallon
or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 6.68 $ 6.68 56.59% $ 2.90 $ 2.96 0.06 $ 36.76 $33.80 $ 39.74 $ 2.98 12
$ 11.63 $ 11.63 59.93% $ 4.66 $ 4.75 0.09 $ 4.93 $0.18 $ 5.63 $ 0.70 1
4oz $ 82.21 $ 13.70 75.64% $ 20.03 $ 20.43 0.40 $ 20.43 $0.00 $ 26.78 $ 6.35 24
$ 5.47 $ 5.47 61.97% $ 2.08 $ 2.12 0.04 $ 2.12 $0.00 $ 2.60 $ 0.48 1
$ 9.33 $ 9.33 58.41% $ 3.88 $ 3.88 0.00 $ 4.03 $0.15 $ 4.23 $ 0.20 1
$ 3.12 $ 3.12 59.62% $ 1.26 $ 1.26 0.00 $ 1.26 $0.00 $ 1.34 $ 0.08 1
1 gal $ 43.83 $ 21.92 58.89% $ 18.02 $ 18.02 0.00 $ 18.02 $0.00 $ 18.02 $ - 2
$ 20.09 $ 20.09 67.15% $ 6.60 $ 6.73 0.13 $ 6.73 $0.00 $ 6.96 $ 0.23 1
1 qrt $ 80.21 $ 6.68 56.59% $ 34.82 $ 35.52 0.70 $ 36.76 $1.24 $ 39.74 $ 2.98 12
$ 16.44 $ 16.44 65.15% $ 5.73 $ 5.84 0.11 $ 5.99 $0.15 $ 6.09 $ 0.10 1
30 wipes $ 71.21 $ 5.93 57.96% $ 29.94 Discontinued
60 oz $ 47.62 $ 5.95 60.10% $ 19.00 $ 19.38 0.38 Discontinued
22 oz $ 68.79 $ 5.73 56.83% $ 29.70 Discontinued
$ 20.80 $ 20.80 62.98% $ 7.70 $ 7.70 0.00 $ 7.99 $0.29 $ 7.99 $ - 1
$ 3.37 $ 3.37 61.72% $ 1.29 $ 1.29 0.00 $ 1.34 $0.05 $ 1.43 $ 0.09 1
24 oz $ 46.11 $ 3.84 52.61% $ 21.85 $ 22.29 0.44 Discontinued
$ 4.89 $ 4.89 53.99% $ 2.25 $ 2.25 0.00 $ 2.34 $0.09 $ 2.34 $ - 1
$ 11.63 $ 11.63 59.93% $ 4.66 $ 4.75 0.09 $ 4.93 $0.18 $ 5.63 $ 0.70 1
$ 20.05 $ 20.05 54.61% $ 9.10 $ 9.10 0.00 $ 9.10 $0.00 $ 9.10 $ - 1
$ 5.93 $ 5.93 61.21% $ 2.30 $ 2.30 0.00 Discontinued
$ 17.20 $ 1.43 86.34% $ 2.35 $ 2.35 0.00 $ 2.44 $0.09 $ 2.44 $ - 12
$ 42.82 $ 3.57 73.54% $ 11.33 $ 11.33 0.00 $ 11.33 $0.00 $ 12.18 $ 0.85 12
$ 4.21 $ 4.21 60.33% $ 1.67 $ 1.67 0.00 $ 1.73 $0.06 $ 1.73 $ - 1
1 qrt $ 77.25 $ 6.44 61.75% $ 29.55 $ 30.14 0.59 $ 31.29 $1.15 $ 31.29 $ - 12
$ 7.41 $ 7.41 79.08% $ 1.55 $ 1.58 0.03 $ 1.64 $0.06 $ 1.70 $ 0.06 1
$ 6.17 $ 6.17 53.81% $ 2.85 $ 2.85 0.00 $ 2.96 $0.11 $ 2.96 $ - 1
121 oz $ 26.40 $ 8.80 54.47% $ 12.02 $ 12.26 0.24 $ 12.51 $0.25 $ 15.23 $ 2.72 3
2.5 L $ 139.58 $ 69.79 61.56% $ 53.66 $ 54.73 1.07 $ 56.65 $1.92 $ 58.97 $ 2.32 2
$ 9.12 $ 9.12 59.43% $ 3.70 $ 3.70 0.00 $ 3.84 $0.14 $ 3.84 $ - 1
$ 4.22 $ 4.22 57.35% $ 1.80 $ 1.80 0.00 $ 1.87 $0.07 $ 1.87 $ - 1
$ 7.81 $ 7.81 77.59% $ 1.75 $ 1.75 0.00 $ 1.82 $0.07 $ 2.01 $ 0.19 1
1 qrt $ 77.25 $ 6.44 61.75% $ 29.55 $ 30.14 0.59 $ 31.29 $1.15 $ 31.29 $ - 12
$ 4.29 $ 4.29 63.64% $ 1.56 $ 1.56 0.00 $ 1.62 $0.06 Discontinued
$ 7.27 $ 7.27 54.47% $ 3.31 $ 3.31 0.00 $ 3.44 $0.13 $ 3.44 $ - 1
Size of Each Container in Case (e.g., 1 gallon
or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 19.67 $ 3.93 75.80% $ 4.76 $ 4.76 0.00 $ 4.94 $0.18 $ 4.94 $ - 5
$ 4.34 $ 4.34 68.20% $ 1.38 $ 1.42 0.04 $ 1.47 $0.05 $ 1.76 $ 0.29 1
$ 2.76 $ 2.76 66.67% $ 0.92 $ 0.92 0.00 $ 0.94 $0.02 $ 0.94 $ - 1
$ 0.32 $ 0.32 93.75% $ 0.02 $ 0.02 0.00 $ 0.02 $0.00 $ 0.03 $ 0.01 1
$ 4.58 $ 4.58 77.29% $ 1.04 $ 1.04 0.00 $ 1.06 $0.02 $ 1.06 $ - 1
$ 8.79 $ 0.18 82.94% $ 1.50 $ 1.53 0.03 $ 1.59 $0.06 $ 1.65 $ 0.06 50
$ 9.09 $ 0.18 80.64% $ 1.76 $ 1.80 0.04 $ 1.87 $0.07 $ 1.94 $ 0.07 50
$ 1.65 $ 1.65 80.61% $ 0.32 $ 0.32 0.00 $ 0.33 $0.01 $ 0.33 $ - 1
$ 0.40 $ 0.40 77.50% $ 0.09 $ 0.09 0.00 $ 0.09 $0.00 $ 0.11 $ 0.02 1
$ 0.36 $ 0.36 75.00% $ 0.09 $ 0.09 0.00 $ 0.09 $0.00 $ 0.10 $ 0.01 1
$ 8.07 $ 0.16 68.40% $ 2.55 $ 2.55 0.00 $ 2.65 $0.10 $ 2.65 $ - 50
$ 0.52 $ 0.52 65.38% $ 0.18 $ 0.19 0.01 $ 0.20 $0.01 $ 0.20 $ - 1
$ 11.28 $ 0.45 69.86% $ 3.40 $ 3.40 0.00 $ 3.53 $0.13 $ 3.60 $ 0.07 25
$ 6.85 $ 0.27 79.12% $ 1.43 $ 1.46 0.03 $ 1.49 $0.03 $ 1.57 $ 0.08 25
$ 5.79 $ 0.12 78.24% $ 1.26 $ 1.29 0.03 $ 1.32 $0.03 $ 1.39 $ 0.07 50
Size of Each Container
in Case (e.g., 1 gallon
or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 0.52 $ 0.52 50.75% $ 0.26 $ 0.26 0.00 $ 13.79 $13.53 $ 13.79 $ - 50
$ 1.24 $ 1.24 83.87% $ 0.20 $ 0.20 0.00 $ 0.21 $0.01 $ 0.23 $ 0.02 1
$ 4.45 $ 4.45 70.10% $ 1.33 $ 1.36 0.03 $ 542.64 $541.28 $ 600.00 $ 57.36 1 $ 1.71 $ 1.71 70.10% $ 0.51 $ 0.53 0.02 $ 436.21 $435.68 $ 436.21 $ - 1
$ 18.50 $ 18.50 74.11% $ 4.79 $ 4.79 0.00 $ 114.96 $110.17 $ 114.96 $ - 24
$ 7.05 $ 7.05 75.18% $ 1.75 $ 1.79 0.03 $ 1.86 $0.08 $ 1.86 $ - 1
$ 28.21 $ 28.21 70.65% $ 8.28 $ 8.45 0.17 $ 8.77 $0.32 $ 9.67 $ 0.90 1
$ 1.99 $ 1.99 76.38% $ 0.47 $ 0.47 0.00 $ 0.49 $0.02 $ 0.56 $ 0.07 1
$ 0.19 $ 0.19 47.37% $ 0.10 $ 0.10 0.00 $ 0.10 $0.00 $ 0.10 $ - 1 $ 2.34 $ 2.34 72.65% $ 0.64 $ 0.64 0.00 $ 0.65 $0.01 $ 0.65 $ - 1
$ 0.19 $ 0.19 47.37% $ 0.10 $ 0.10 0.00 $ 0.10 $0.00 $ 0.10 $ - 1
$ 8.55 $ 8.55 61.05% $ 3.33 $ 3.33 0.00 $ 3.40 $0.07 $ 3.40 $ - 1
$ 1.17 $ 1.17 48.05% $ 0.61 Discontinued
$ 32.21 $ 32.21 58.15% $ 13.48 $ 13.48 0.00 $ 13.99 $0.51 $ 15.07 $ 1.08 1
$ 2.33 $ 2.33 76.39% $ 0.55 $ 0.55 0.00 $ 0.55 $0.00 Discontinued
$ 7.13 $ 7.13 66.48% $ 2.39 Discontinued
$ 19.28 $ 19.28 83.09% $ 3.26 $ 3.33 0.07 $ 3.33 $0.00 $ 3.50 $ 0.17 1
$ 8.54 $ 8.54 65.46% $ 2.95 $ 3.01 0.06 $ 3.12 $0.11 $ 3.55 $ 0.43 1
Size of Each Container in Case (e.g., 1 gallon
or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 4.21 $ 4.21 58.19% $ 1.76 $ 1.80 0.04 $ 1.85 $0.05 $ 1.97 $ 0.12 1
$ 23.59 $ 23.59 68.63% $ 7.40 $ 7.62 0.22 $ 7.85 $0.23 $ 8.78 $ 0.93 1
$ 5.85 $ 5.85 68.38% $ 1.85 $ 1.89 0.04 $ 1.94 $0.05 $ 2.06 $ 0.12 1
$ 0.86 $ 0.86 73.26% $ 0.23 $ 0.23 0.00 $ 0.24 $0.01 $ 0.27 $ 0.03 1
$ 7.53 $ 7.53 58.43% $ 3.13 $ 3.19 0.06 $ 3.29 $0.10 $ 3.52 $ 0.23 1
$ 32.21 $ 32.21 68.71% $ 10.08 $ 10.28 0.20 $ 10.59 $0.31 $ 11.74 $ 1.15 1
$ 9.57 $ 9.57 58.62% $ 3.96 $ 4.04 0.08 $ 4.17 $0.13 $ 4.45 $ 0.28 1
$ 6.76 $ 6.76 60.65% $ 2.66 $ 2.71 0.05 $ 2.79 $0.08 $ 3.00 $ 0.21 1
$ 1.29 $ 1.29 71.32% $ 0.37 $ 0.38 0.01 $ 0.39 $0.01 $ 0.41 $ 0.02 1
$ 25.33 $ 25.33 70.79% $ 7.40 $ 7.55 0.15 $ 7.78 $0.23 $ 8.78 $ 1.00 1
$ 10.02 $ 10.02 70.56% $ 2.95 $ 3.01 0.06 $ 3.10 $0.09 $ 3.52 $ 0.42 1
$ 1.79 $ 1.79 74.30% $ 0.46 $ 0.47 0.01 $ 0.49 $0.02 $ 0.52 $ 0.03 1
$ 68.92 $ 68.92 56.07% $ 30.28 $ 30.89 0.61 $ 31.81 $0.92 $ 34.42 $ 2.61 1 $ 6.01 $ 6.01 57.74% $ 2.54 $ 2.59 0.05 $ 2.67 $0.08 $ 2.85 $ 0.18 1
$ 13.72 $ 13.72 58.16% $ 5.74 $ 5.85 0.11 $ 6.02 $0.17 $ 6.47 $ 0.45 1
$ 34.11 $ 34.11 60.10% $ 13.61 $ 13.88 0.27 $ 14.30 $0.42 $ 15.63 $ 1.33 1
$ 0.60 $ 0.60 73.33% $ 0.16 $ 0.16 0.00 $ 0.17 $0.01 $ 0.19 $ 0.02 1
$ 17.29 $ 17.29 62.64% $ 6.46 $ 6.59 0.13 $ 6.79 $0.20 $ 7.28 $ 0.49 1
$ 0.60 $ 0.60 73.33% $ 0.16 $ 0.16 0.00 $ 0.17 $0.01 $ 0.18 $ 0.01 1
$ 2.46 $ 2.46 70.33% $ 0.73 $ 0.74 0.01 $ 0.77 $0.03 $ 0.82 $ 0.05 1
$ 0.76 $ 0.76 71.05% $ 0.22 $ 0.22 0.00 $ 0.23 $0.01 $ 0.24 $ 0.01 1
$ 1.20 $ 1.20 73.33% $ 0.32 $ 0.33 0.01 $ 0.34 $0.01 $ 0.36 $ 0.02 1
$ 22.94 $ 22.94 57.15% $ 9.83 $ 10.03 0.20 $ 10.44 $0.41 $ 11.18 $ 0.74 1
$ 20.20 $ 20.20 74.36% $ 5.18 $ 5.18 0.00 $ 5.38 $0.20 $ 5.70 $ 0.32 1 $ 6.81 $ 6.81 70.78% $ 1.99 $ 2.03 0.04 $ 2.11 $0.08 $ 2.23 $ 0.12 1
$ 3.02 $ 3.02 70.20% $ 0.90 $ 0.92 0.02 $ 0.95 $0.03 $ 1.01 $ 0.06 1
$ 1,492.29 $ 1,492.29 54.50% $ 679.00 $ 692.58 13.58 $ 718.90 $26.32 $ 747.18 $ 28.28 1
$ 814.69 $ 814.69 52.80% $ 384.50 $ 392.19 7.69 $ 407.70 $15.51 $ 428.00 $ 20.30 1
$ 420.00 $ 420.00 47.62% $ 220.00 $ 224.40 4.40 $ 232.93 $8.53 $ 232.93 $ - 1
Size of Each Container
in Case (e.g., 1 gallon
or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 11.36 $ 0.47 63.56% $ 4.14 $ 4.20 0.06 $ 4.20 $0.00 $ 4.80 $ 0.60 24 $ 22.11 $ 1.84 57.44% $ 9.41 $ 9.69 0.28 $ 9.69 $0.00 $ 10.56 $ 0.87 12
$ 15.82 $ 1.32 63.78% $ 5.73 $ 5.90 0.17 $ 5.90 $0.00 $ 6.48 $ 0.58 12
$ 13.04 $ 1.09 63.19% $ 4.80 $ 4.94 0.14 $ 5.13 $0.19 $ 5.16 $ 0.03 12
$ 22.11 $ 1.84 57.44% $ 9.41 $ 9.69 0.28 $ 9.69 $0.00 $ 10.56 $ 0.87 12
$ 9.82 $ 9.82 85.74% $ 1.40 $ 1.40 0.00 $ 1.45 $0.05 $ 1.45 $ - 1
$ 22.73 $ 0.95 63.04% $ 8.40 $ 8.57 0.17 $ 8.57 $0.00 $ 8.88 $ 0.31 24
$ 22.73 $ 0.95 63.04% $ 8.40 $ 8.57 0.17 $ 8.90 $0.33 $ 8.90 $ - 24
$ 49.11 $ 4.09 69.46% $ 15.00 $ 15.00 0.00 $ 15.57 $0.57 $ 15.57 $ - 12
$ 43.32 $ 3.61 65.37% $ 15.00 $ 15.00 0.00 $ 15.57 $0.57 $ 15.57 $ - 12
$ 12.09 $ 12.09 68.98% $ 3.75 $ 3.83 0.08 $ 3.98 $0.16 $ 4.16 $ 0.18 1
$ 8.07 $ 0.67 52.42% $ 3.84 $ 3.92 0.08 $ 4.07 $0.15 $ 4.07 $ - 2 $ 15.09 $ 15.09 57.46% $ 6.42 $ 6.42 0.00 $ 6.66 $0.24 $ 6.66 $ - 1
$ 6.07 $ 6.07 89.13% $ 0.66 $ 0.67 0.01 $ 0.67 $0.00 $ 0.67 $ - 1
$ 28.62 $ 28.62 55.66% $ 12.69 $ 12.94 0.25 $ 13.33 $0.39 $ 13.48 $ 0.15 1
$ 85.79 $ 85.79 58.27% $ 35.80 $ 36.52 0.72 $ 38.35 $1.83 $ 39.86 $ 1.51 1
$ 31.55 $ 5.26 74.64% $ 8.00 $ 8.00 0.00 $ 8.30 $0.30 $ 8.30 $ - 6
$ 55.26 $ 55.26 52.48% $ 26.26 $ 26.79 0.53 Discontinued
$ 22.26 $ 22.26 87.92% $ 2.69 $ 2.74 0.05 $ 2.84 $0.10 $ 2.84 $ - 1
$ 30.32 $ 30.32 63.65% $ 11.02 $ 11.24 0.22 $ 11.46 $0.22 $ 11.93 $ 0.47 1
$ 24.36 $ 24.36 55.38% $ 10.87 $ 11.09 0.22 $ 11.43 $0.34 $ 11.57 $ 0.14 1
$ 32.59 $ 32.59 55.60% $ 14.47 $ 14.76 0.29 $ 15.28 $0.52 $ 15.66 $ 0.38 1
$ 21.72 $ 21.72 50.74% $ 10.70 $ 10.70 0.00 $ 11.11 $0.41 $ 11.24 $ 0.13 1
$ 42.99 $ 42.99 54.83% $ 19.42 $ 19.42 0.00 $ 19.42 $0.00 $ 20.00 $ 0.58 1
$ 3.81 $ 3.81 69.29% $ 1.17 $ 1.19 0.02 $ 1.19 $0.00 $ 1.25 $ 0.06 1
$ 67.06 $ 67.06 89.13% $ 7.29 $ 7.44 0.15 $ 7.70 $0.26 $ 7.70 $ - 1
$ 17.44 $ 4.36 60.26% $ 6.93 $ 7.07 0.14 $ 7.34 $0.27 $ 7.69 $ 0.35 4
$ 20.07 $ 5.02 65.47% $ 6.93 $ 7.07 0.14 $ 7.34 $0.27 $ 7.69 $ 0.35 4
$ 14.22 $ 7.11 58.02% $ 5.97 $ 6.09 0.12 $ 6.27 $0.18 Discontinued
Size of Each Container
in Case (e.g., 1 gallon
or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 8.28 $ 8.28 60.87% $ 3.24 $ 3.30 0.06 $ 3.43 $0.13 $ 4.02 $ 0.59 1
$ 7.36 $ 7.36 44.70% $ 4.07 $ 4.07 0.00 $ 4.22 $0.15 $ 4.23 $ 0.01 1
$ 1.89 $ 0.47 58.73% $ 0.78 $ 0.78 0.00 $ 0.78 $0.00 $ 0.78 $ - 4
$ 1.54 $ 1.54 51.95% $ 0.74 $ 0.75 0.01 $ 0.76 $0.01 $ 0.79 $ 0.03 1
$ 43.95 $ 43.95 70.99% $ 12.75 Discontinued
$ 56.80 $ 56.80 51.20% $ 27.72 $ 28.27 0.55 $ 29.34 $1.07 $ 31.06 $ 1.72 1
Size of Each Container
in Case (e.g., 1 gallon
or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 3.51 $ 3.51 66.38% $ 1.18 $ 1.25 0.07 $ 1.30 $0.05 $ 1.30 $ - 1
$ 5.39 $ 5.39 64.19% $ 1.93 $ 1.93 0.00 $ 2.00 $0.07 $ 2.00 $ - 1
$ 3.49 $ 3.49 61.60% $ 1.34 $ 1.34 0.00 $ 1.39 $0.05 $ 1.39 $ - 1
$ 5.83 $ 5.83 71.36% $ 1.67 $ 1.67 0.00 Discontinued
$ 4.88 $ 4.88 70.29% $ 1.45 $ 1.45 0.00 $ 1.51 $0.06 $ 1.51 $ - 1
$ 4.88 $ 4.88 66.60% $ 1.63 $ 1.63 0.00 $ 1.69 $0.06 $ 1.69 $ - 1
$ 20.22 $ 20.22 61.92% $ 7.70 $ 7.93 0.23 $ 8.23 $0.30 $ 8.23 $ - 1
$ 5.39 $ 5.39 64.19% $ 1.93 $ 1.93 0.00 $ 2.00 $0.07 $ 2.00 $ - 1
$ 6.67 $ 6.67 73.76% $ 1.75 $ 1.75 0.00 Discontinued
$ 6.76 $ 6.76 73.67% $ 1.78 $ 1.78 0.00 $ 1.85 $0.07 $ 1.85 $ - 1
$ 5.39 $ 5.39 64.19% $ 1.93 $ 1.93 0.00 $ 2.00 $0.07 $ 2.00 $ - 1
$ 24.38 $ 24.38 60.21% $ 9.70 $ 9.99 0.29 $ 10.37 $0.38 $ 10.37 $ - 1
$ 11.45 $ 11.45 69.43% $ 3.50 $ 3.50 0.00 $ 3.50 $0.00 $ 3.50 $ - 1
$ 6.32 $ 6.32 62.03% $ 2.40 $ 2.40 0.00 $ 2.49 $0.09 $ 2.49 $ - 1
$ 23.41 $ 23.41 57.50% $ 9.95 $ 9.95 0.00 Discontinued
$ 18.28 $ 18.28 53.50% $ 8.50 $ 8.50 0.00 $ 8.82 $0.32 $ 8.82 $ - 1
$ 22.22 $ 22.22 59.50% $ 9.00 $ 9.18 0.18 $ 9.53 $0.35 $ 9.53 $ - 1
$ 41.42 $ 41.42 63.79% $ 15.00 $ 15.30 0.30 $ 15.88 $0.58 $ 15.88 $ - 1
$ 14.86 $ 14.86 58.95% $ 6.10 $ 6.10 0.00 Discontinued
$ 3.06 $ 3.06 59.15% $ 1.25 $ 1.25 0.00 Discontinued
$ 10.06 $ 10.06 65.21% $ 3.50 $ 3.50 0.00 Discontinued
$ 13.01 $ 13.01 69.25% $ 4.00 $ 4.00 0.00 Discontinued
$ 19.21 $ 19.21 56.79% $ 8.30 $ 8.47 0.17 $ 8.79 $0.32 $ 8.79 $ - 1
$ 11.51 $ 11.51 69.59% $ 3.50 $ 3.50 0.00 $ 3.50 $0.00 $ 3.50 $ - 1
$ 25.64 $ 25.64 61.00% $ 10.00 $ 10.00 0.00 $ 10.00 $0.00 $ 10.00 $ - 1
$ 29.87 $ 29.87 56.48% $ 13.00 $ 13.00 0.00 Discontinued
$ 21.89 $ 21.89 49.75% $ 11.00 $ 11.00 0.00 $ 11.00 $0.00 $ 11.00 $ - 1
$ 25.85 $ 25.85 53.58% $ 12.00 Discontinued
$ 43.24 $ 43.24 69.94% $ 13.00 $ 13.00 0.00 $ 13.49 $0.49 $ 13.49 $ - 1
$ 27.12 $ 27.12 52.06% $ 13.00 Discontinued
$ 19.20 $ 19.20 50.26% $ 9.55 $ 9.55 0.00 $ 9.91 $0.36 $ 9.91 $ - 1
$ 12.13 $ 12.13 50.54% $ 6.00 $ 6.00 0.00 $ 6.00 $0.00 $ 6.00 $ - 1
$ 10.26 $ 10.26 61.01% $ 4.00 $ 4.00 0.00 $ 4.00 $0.00 $ 4.00 $ - 1
$ 18.82 $ 18.82 54.84% $ 8.50 $ 8.50 0.00 $ 8.50 $0.00 $ 8.50 $ - 1
Size of Each Container
in Case (e.g., 1 gallon
or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 6.13 $ 6.13 73.74% $ 1.61 $ 1.66 0.05 $ 1.72 $0.06 $ 1.89 $ 0.17 1
$ 8.23 $ 8.23 74.24% $ 2.12 $ 2.18 0.06 $ 2.18 $0.00 $ 2.49 $ 0.31 1
$ 13.16 $ 13.16 60.26% $ 5.23 $ 5.23 0.00 $ 5.43 $0.20 $ 5.43 $ - 1
$ 39.42 $ 39.42 47.23% $ 20.80 $ 21.22 0.42 $ 22.03 $0.81 $ 22.03 $ - 1
$ 23.96 $ 23.96 52.96% $ 11.27 $ 11.50 0.23 $ 11.94 $0.44 $ 12.18 $ 0.24 1
1 gal $ 30.95 $ 7.74 62.33% $ 11.66 $ 11.89 0.23 $ 12.34 $0.45 $ 12.71 $ 0.37 1
$ 66.51 $ 66.51 42.61% $ 38.17 $ 38.17 0.00 Discontinued
$ 28.84 $ 2.40 52.91% $ 13.58 $ 13.85 0.27 $ 14.38 $0.53 $ 14.38 $ - 12
$ 13.06 $ 13.06 64.47% $ 4.64 $ 4.73 0.09 $ 4.91 $0.18 $ 5.06 $ 0.15 1 $ 13.55 $ 13.55 65.61% $ 4.66 $ 4.66 0.00 $ 4.84 $0.18 $ 4.84 $ - 1
$ 10.22 $ 10.22 55.97% $ 4.50 $ 4.50 0.00 $ 4.67 $0.17 $ 4.86 $ 0.19 1
$ 98.40 $ 98.40 43.32% $ 55.77 $ 56.89 1.12 $ 59.05 $2.16 $ 63.38 $ 4.33 1
$ 44.37 $ 44.37 65.63% $ 15.25 $ 15.56 0.31 $ 16.15 $0.59 $ 16.63 $ 0.48 1
$ 73.63 $ 73.63 66.56% $ 24.62 $ 24.62 0.00 $ 25.56 $0.94 $ 25.56 $ - 1
$ 14.91 $ 14.91 62.17% $ 5.64 $ 5.75 0.11 $ 5.87 $0.12 $ 6.52 $ 0.65 1
$ 21.64 $ 21.64 59.80% $ 8.70 $ 8.87 0.17 $ 9.21 $0.34 $ 9.49 $ 0.28 1
$ 24.13 $ 24.13 68.42% $ 7.62 Discontinued
$ 18.59 $ 18.59 61.11% $ 7.23 $ 7.23 0.00 $ 7.50 $0.27 $ 7.50 $ - 1
$ 15.85 $ 15.85 62.02% $ 6.02 $ 6.02 0.00 $ 6.25 $0.23 $ 6.76 $ 0.51 1
$ 11.77 $ 11.77 58.45% $ 4.89 $ 4.89 0.00 $ 4.89 $0.00 $ 4.89 $ - 1
$ 133.48 $ 133.48 74.15% $ 34.50 $ 35.19 0.69 $ 36.42 $1.23 $ 43.53 $ 7.11 1
$ 56.25 $ 56.25 50.31% $ 27.95 $ 27.95 0.00 $ 27.95 $0.00 $ 28.16 $ 0.21 1
$ 407.58 $ 407.58 70.02% $ 122.20 $ 122.20 0.00 Discontinued
$ 35.07 $ 35.07 71.80% $ 9.89 $ 10.09 0.20 $ 10.47 $0.38 $ 11.12 $ 0.65 1 $ 52.92 $ 52.92 50.08% $ 26.42 $ 26.42 0.00 $ 27.42 $1.00 $ 27.42 $ - 1
$ 1,069.47 $ 1,069.47 51.94% $ 514.00 $ 524.28 10.28 $ 534.77 $10.49 Discontinued
Size of Each Container
in Case (e.g., 1 gallon or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 6.44 $ 6.44 65.99% $ 2.19 $ 2.23 0.04 $ 2.31 $0.08 $ 2.31 $ - 1
$ 25.44 $ 25.44 58.92% $ 10.45 $ 10.66 0.21 $ 11.07 $0.41 $ 11.07 $ - 1
$ 2.80 $ 2.80 53.93% $ 1.29 $ 1.32 0.03 $ 1.37 $0.05 $ 1.37 $ - 1
$ 12.85 $ 12.85 64.28% $ 4.59 $ 4.68 0.09 $ 4.86 $0.18 $ 4.86 $ - 1
$ 0.52 $ 0.52 61.54% $ 0.20 $ 0.20 0.00 $ 0.21 $0.01 $ 0.21 $ - 1
$ 10.18 $ 0.10 83.10% $ 1.72 $ 1.75 0.03 $ 1.82 $0.07 $ 1.82 $ - 100
$ 20.43 $ 20.43 49.39% $ 10.34 $ 10.34 0.00 $ 10.73 $0.39 $ 10.75 $ 0.02 1
$ 17.75 $ 17.75 48.68% $ 9.11 $ 9.11 0.00 $ 9.46 $0.35 $ 9.48 $ 0.02 1
$ 26.08 $ 26.08 71.13% $ 7.53 $ 7.68 0.15 $ 7.95 $0.27 $ 9.45 $ 1.50 1
$ 2.96 $ 0.00 68.92% $ 0.92 $ 0.94 0.02 $ 0.97 $0.03 $ 1.02 $ 0.05 1000
$ 2.58 $ 2.58 62.79% $ 0.96 $ 0.98 0.02 $ 1.02 $0.04 $ 1.02 $ - 1
$ 27.16 $ 0.27 72.09% $ 7.58 $ 7.73 0.15 $ 8.02 $0.29 $ 8.02 $ - 100
$ 2.32 $ 0.23 60.34% $ 0.92 $ 0.94 0.02 $ 0.98 $0.04 $ 0.98 $ - 10
$ 5.80 $ 5.80 50.34% $ 2.88 $ 2.94 0.06 $ 2.94 $0.00 $ 2.96 $ 0.02 1
$ 2.83 $ 0.00 69.26% $ 0.87 $ 0.89 0.02 $ 0.92 $0.03 $ 0.96 $ 0.04 1000 $ 4.08 $ 4.08 71.08% $ 1.18 $ 1.20 0.02 $ 1.25 $0.05 $ 1.25 $ - 1
$ 16.81 $ 16.81 47.89% $ 8.76 $ 8.76 0.00 $ 9.09 $0.33 $ 9.11 $ 0.02 1
$ 16.31 $ 16.31 65.79% $ 5.58 $ 5.58 0.00 $ 5.58 $0.00 $ 5.58 $ - 1
$ 9.33 $ 9.33 65.17% $ 3.25 $ 3.32 0.06 $ 3.44 $0.13 $ 3.44 $ - 1
$ 4.67 $ 4.67 64.88% $ 1.64 $ 1.67 0.03 Discontinued
$ 5.33 $ 5.33 62.66% $ 1.99 $ 2.03 0.04 $ 2.11 $0.08 $ 2.11 $ - 1
$ 5.24 $ 5.24 68.32% $ 1.66 $ 1.69 0.03 Discontinued
$ 2.53 $ 2.53 62.06% $ 0.96 $ 0.98 0.02 $ 1.02 $0.04 $ 1.02 $ - 1
$ 12.78 $ 12.78 59.08% $ 5.23 Discontinued
$ 5.83 $ 5.83 52.49% $ 2.77 $ 2.83 0.06 $ 2.83 $0.00 $ 3.51 $ 0.68 1
$ 5.78 $ 5.78 60.73% $ 2.27 $ 2.32 0.05 $ 2.32 $0.00 $ 2.88 $ 0.56 1 $ 0.14 $ 0.14 57.14% $ 0.06 $ 0.06 0.00 $ 0.06 $0.00 $ 0.06 $ - 1
$ 8.19 $ 8.19 70.33% $ 2.43 $ 2.43 0.00 $ 2.43 $0.00 $ 2.43 $ - 1
$ 24.95 $ 24.95 75.95% $ 6.00 $ 6.00 0.00 $ 6.23 $0.23 $ 6.23 $ - 50
Size of Each Container
in Case (e.g., 1 gallon
or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 157.72 $ 78.86 34.09% $ 103.95 $ 107.07 3.12 $ 111.14 $4.07 $ 111.14 $ - 2
$ 4.18 $ 4.18 72.01% $ 1.17 $ 1.19 0.02 $ 1.24 $0.05 $ 1.24 $ - 1
$ 5.23 $ 5.23 68.64% $ 1.64 $ 1.64 0.00 $ 1.64 $0.00 $ 1.64 $ - 1
$ 160.25 $ 160.25 39.53% $ 96.90 $ 98.84 1.94 $ 98.84 $0.00 $ 136.73 $ 37.89 1
$ 147.37 $ 147.37 24.00% $ 112.00 $ 114.24 2.24 $ 118.58 $4.34 $ 123.70 $ 5.12 1
$ 71.03 $ 71.03 30.31% $ 49.50 $ 50.49 0.99 $ 50.49 $0.00 $ 50.49 $ - 1
$ 461.89 $ 461.89 24.01% $ 351.00 $ 351.00 0.00 Discontinued
$ 264.84 $ 264.84 30.34% $ 184.50 $ 184.50 0.00 $ 184.50 $0.00 $ 184.50 $ - 1
$ 384.42 $ 384.42 31.33% $ 264.00 Discontinued
$ 334.21 $ 334.21 24.00% $ 254.00 $ 259.08 5.08 $ 259.08 $0.00 $ 271.00 $ 11.92 1
$ 483.79 $ 483.79 24.55% $ 365.00 $ 365.00 0.00 Discontinued
$ 77.39 $ 77.39 39.53% $ 46.80 $ 46.80 0.00 $ 46.80 $0.00 $ 46.80 $ - 1
$ 504.00 $ 504.00 27.58% $ 365.00 Discontinued
$ 101.16 $ 101.16 27.43% $ 73.41 $ 74.88 1.47 $ 77.73 $2.85 $ 77.73 $ - 1
$ 334.21 $ 334.21 24.00% $ 254.00 $ 259.08 5.08 $ 259.08 $0.00 $ 271.00 $ 11.92 1
$ 323.79 $ 323.79 24.02% $ 246.00 $ 246.00 0.00 Discontinued
$ 190.79 $ 190.79 31.86% $ 130.00 $ 132.60 2.60 $ 137.24 $4.64 $ 156.23 $ 18.99 1
$ 393.89 $ 393.89 28.58% $ 281.30 $ 286.93 5.63 $ 297.83 $10.90 $ 303.79 $ 5.96 1
$ 425.41 $ 425.41 37.94% $ 264.00 $ 264.00 0.00 Discontinued Discontinued
$ 743.16 $ 743.16 25.72% $ 552.00 $ 552.00 0.00 Discontinued
$ 233.26 $ 233.26 33.34% $ 155.50 $ 158.61 3.11 $ 158.61 $0.00 $ 164.75 $ 6.14 1
$ 313.53 $ 313.53 32.11% $ 212.85 $ 217.11 4.26 $ 225.36 $8.25 $ 225.36 $ - 1
$ 431.89 $ 431.89 44.23% $ 240.87 $ 240.87 0.00 $ 240.87 $0.00 $ 240.87 $ - 1
$ 134.53 $ 134.53 28.57% $ 96.09 $ 98.01 1.92 $ 101.73 $3.72 $ 109.65 $ 7.92 1
$ 165.26 $ 165.26 34.65% $ 108.00 $ 108.00 0.00 $ 112.10 $4.10 $ 112.10 $ - 1
$ 230.53 $ 230.53 24.00% $ 175.20 $ 178.70 3.50 $ 178.70 $0.00 $ 193.00 $ 14.30 1
Size of Each Container
in Case (e.g., 1 gallon or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 0.60 $ 0.60 77.20% $ 0.14 $ 0.14 0.00 $ 14.25 $14.11 $ 14.25 $ - 100
$ 2.33 $ 2.33 74.25% $ 0.60 $ 0.61 0.01 $ 0.64 $0.03 $ 0.66 $ 0.02 1
$ 11.18 $ 0.11 70.84% $ 3.26 $ 3.26 0.00 $ 3.38 $0.12 $ 3.38 $ - 100
$ 1.47 $ 1.47 83.67% $ 0.24 $ 0.24 0.00 $ 0.25 $0.01 $ 0.29 $ 0.04 1
$ 3.75 $ 3.75 80.00% $ 0.75 $ 0.77 0.02 $ 0.80 $0.04 $ 0.82 $ 0.02 1
$ 15.98 $ 15.98 68.71% $ 5.00 $ 5.10 0.10 $ 5.33 $0.23 $ 5.44 $ 0.11 1
$ 15.98 $ 15.98 68.71% $ 5.00 $ 5.10 0.10 $ 5.33 $0.23 $ 5.44 $ 0.11 1
$ 0.40 $ 0.40 60.00% $ 0.16 $ 0.16 0.00 $ 0.17 $0.01 $ 0.21 $ 0.04 1
$ 4.76 $ 4.76 82.56% $ 0.83 $ 0.85 0.02 $ 0.87 $0.02 $ 1.02 $ 0.15 1
$ 16.07 $ 16.07 84.51% $ 2.49 $ 2.54 0.05 $ 2.67 $0.13 $ 3.19 $ 0.52 1
$ 1.18 $ 1.18 63.56% $ 0.43 $ 0.44 0.01 $ 0.46 $0.02 $ 0.47 $ 0.01 1
$ 2.22 $ 2.22 55.41% $ 0.99 $ 0.99 0.00 $ 1.03 $0.04 $ 1.03 $ - 1
$ 4.54 $ 4.54 84.80% $ 0.69 $ 0.70 0.01 $ 0.73 $0.03 $ 0.87 $ 0.14 1
$ 4.46 $ 4.46 84.75% $ 0.68 $ 0.69 0.01 $ 0.72 $0.03 $ 0.86 $ 0.14 1
$ 29.64 $ 29.64 68.12% $ 9.45 $ 9.64 0.19 $ 9.64 $0.00 $ 11.69 $ 2.05 1
$ 1.26 $ 1.26 85.71% $ 0.18 $ 0.18 0.00 $ 0.19 $0.01 $ 0.22 $ 0.03 1
$ 2.13 $ 2.13 71.83% $ 0.60 $ 0.61 0.01 $ 0.64 $0.03 $ 0.66 $ 0.02 1
$ 0.80 $ 0.80 83.75% $ 0.13 Discontinued
$ 29.80 $ 29.80 82.18% $ 5.31 $ 5.42 0.11 $ 5.58 $0.16 $ 6.60 $ 1.02 1
$ 2.38 $ 2.38 74.79% $ 0.60 $ 0.61 0.01 $ 0.64 $0.03 $ 0.66 $ 0.02 1
$ 0.67 $ 0.67 59.70% $ 0.27 $ 0.28 0.01 $ 0.29 $0.01 $ 0.35 $ 0.06 1
$ 17.32 $ 17.32 52.08% $ 8.30 Discontinued
Size of Each Container
in Case (e.g., 1 gallon
or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 5.04 $ 5.04 55.56% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1 $ 5.84 $ 5.84 61.64% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 5.04 $ 5.04 55.56% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 5.04 $ 5.04 55.56% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 5.04 $ 5.04 55.56% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 5.84 $ 5.84 61.64% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 5.04 $ 5.04 55.56% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 5.84 $ 5.84 61.64% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 32.89 $ 32.89 60.08% $ 13.13 $ 13.39 0.26 $ 13.90 $0.51 $ 14.58 $ 0.68 1
$ 7.23 $ 7.23 63.49% $ 2.64 $ 2.69 0.05 $ 2.79 $0.10 $ 2.93 $ 0.14 1
$ 5.74 $ 5.74 60.80% $ 2.25 $ 2.30 0.04 $ 2.38 $0.09 $ 2.50 $ 0.12 1
$ 5.04 $ 5.04 55.56% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 5.84 $ 5.84 61.64% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1 $ 10.27 $ 10.27 62.41% $ 3.86 $ 3.94 0.08 $ 4.09 $0.15 $ 4.29 $ 0.20 1
$ 7.60 $ 7.60 58.16% $ 3.18 $ 3.24 0.06 $ 3.36 $0.12 $ 3.52 $ 0.16 1
$ 7.23 $ 7.23 63.49% $ 2.64 $ 2.69 0.05 $ 2.79 $0.10 $ 2.93 $ 0.14 1 $ 7.35 $ 7.35 56.73% $ 3.18 $ 3.24 0.06 $ 3.36 $0.12 $ 3.52 $ 0.16 1
$ 5.04 $ 5.04 55.56% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 173.68 $ 173.68 62.19% $ 65.66 $ 67.63 1.97 $ 70.20 $2.57 $ 73.64 $ 3.44 1
$ 10.27 $ 10.27 62.41% $ 3.86 $ 3.94 0.08 $ 4.09 $0.15 $ 4.29 $ 0.20 1
$ 6.28 $ 6.28 66.72% $ 2.09 $ 2.13 0.04 $ 2.21 $0.08 $ 2.32 $ 0.11 1
$ 5.84 $ 5.84 61.64% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 1.96 $ 1.96 75.00% $ 0.49 $ 0.50 0.01 $ 0.52 $0.02 $ 0.53 $ 0.01 1
$ 1.41 $ 1.41 76.60% $ 0.33 $ 0.34 0.01 $ 0.35 $0.01 $ 0.36 $ 0.01 1
$ 9.89 $ 1.65 71.69% $ 2.80 $ 2.86 0.06 $ 2.97 $0.11 $ 2.97 $ - 6 $ 1.69 $ 1.69 58.58% $ 0.70 $ 0.71 0.01 $ 0.74 $0.03 $ 0.75 $ 0.01 1
$ 3.98 $ 1.99 75.63% $ 0.97 $ 0.99 0.02 $ 1.03 $0.04 $ 1.03 $ - 2
$ 2.40 $ 2.40 77.92% $ 0.53 $ 0.54 0.01 $ 0.54 $0.00 $ 0.68 $ 0.14 1
$ 1.01 $ 1.01 67.33% $ 0.33 $ 0.33 0.00 $ 0.34 $0.01 $ 0.34 $ - 1
$ 2.62 $ 2.62 74.43% $ 0.67 $ 0.68 0.01 $ 0.71 $0.03 $ 0.71 $ - 1
$ 7.60 $ 7.60 58.16% $ 3.18 $ 3.24 0.06 $ 3.36 $0.12 $ 3.52 $ 0.16 1
$ 80.42 $ 80.42 35.96% $ 51.50 $ 52.53 1.03 $ 54.53 $2.00 $ 57.20 $ 2.67 1
$ 5.84 $ 5.84 61.64% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 39.21 $ 39.21 67.94% $ 12.57 $ 12.82 0.25 $ 13.31 $0.49 $ 13.96 $ 0.65 1
$ 7.60 $ 7.60 58.16% $ 3.18 $ 3.24 0.06 $ 3.36 $0.12 $ 3.52 $ 0.16 1
$ 80.42 $ 80.42 35.96% $ 51.50 $ 52.53 1.03 $ 54.53 $2.00 $ 57.20 $ 2.67 1
$ 7.77 $ 7.77 69.11% $ 2.40 $ 2.45 0.05 $ 2.54 $0.09 $ 2.66 $ 0.12 1
$ 32.89 $ 32.89 60.08% $ 13.13 $ 13.39 0.26 $ 13.90 $0.51 $ 14.58 $ 0.68 1
$ 5.84 $ 5.84 61.64% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 32.89 $ 32.89 60.08% $ 13.13 $ 13.39 0.26 $ 13.90 $0.51 $ 14.58 $ 0.68 1
$ 5.74 $ 5.74 60.80% $ 2.25 $ 2.30 0.04 $ 2.38 $0.09 $ 2.50 $ 0.12 1
$ 80.42 $ 80.42 34.34% $ 52.80 $ 53.86 1.06 $ 55.91 $2.05 $ 58.65 $ 2.74 1
$ 5.84 $ 5.84 61.64% $ 2.24 $ 2.28 0.04 $ 2.37 $0.09 $ 2.49 $ 0.12 1
$ 32.89 $ 32.89 60.08% $ 13.13 $ 13.39 0.26 $ 13.90 $0.51 $ 14.58 $ 0.68 1
$ 5.74 $ 5.74 60.80% $ 2.25 $ 2.30 0.04 $ 2.38 $0.09 $ 2.50 $ 0.12 1
Size of Each Container
in Case (e.g., 1 gallon or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 9.45 $ 9.45 61.27% $ 3.66 $ 3.73 0.07 $ 3.88 $0.15 $ 3.93 $ 0.05 1
$ 23.39 $ 23.39 55.88% $ 10.32 $ 10.53 0.21 $ 10.90 $0.37 $ 11.55 $ 0.65 1
$ 6.88 $ 6.88 68.46% $ 2.17 $ 2.21 0.04 $ 2.26 $0.05 $ 2.29 $ 0.03 1
$ 23.20 $ 23.20 65.78% $ 7.94 $ 8.10 0.16 $ 8.26 $0.16 $ 8.36 $ 0.10 1
$ 11.43 $ 11.43 57.31% $ 4.88 $ 4.98 0.10 $ 5.13 $0.15 $ 5.13 $ - 1
$ 2.61 $ 2.61 60.92% $ 1.02 $ 1.02 0.00 $ 1.06 $0.04 $ 1.09 $ 0.03 1
$ 16.37 $ 16.37 66.34% $ 5.51 $ 5.62 0.11 $ 5.81 $0.19 $ 5.90 $ 0.09 1
$ 14.39 $ 14.39 60.60% $ 5.67 $ 5.78 0.11 $ 5.98 $0.20 $ 6.58 $ 0.60 1
$ 13.34 $ 13.34 50.15% $ 6.65 $ 6.65 0.00 $ 6.90 $0.25 $ 6.90 $ - 1
$ 8.39 $ 8.39 76.40% $ 1.98 $ 2.02 0.04 $ 2.02 $0.00 $ 2.02 $ - 1
$ 83.04 $ 83.04 72.72% $ 22.65 $ 23.10 0.45 $ 23.10 $0.00 $ 24.58 $ 1.48 1
$ 13.82 $ 0.28 78.15% $ 3.02 $ 3.02 0.00 $ 3.13 $0.11 $ 3.13 $ - 50
$ 10.01 $ 2.50 69.53% $ 3.05 $ 3.05 0.00 $ 3.17 $0.12 $ 3.39 $ 0.22 4
$ 1.56 $ 1.56 76.92% $ 0.36 $ 0.37 0.01 $ 0.38 $0.01 $ 0.38 $ - 1
$ 29.26 $ 29.26 68.63% $ 9.18 $ 9.18 0.00 $ 9.36 $0.18 $ 9.36 $ - 1
$ 16.83 $ 16.83 65.78% $ 5.76 $ 5.76 0.00 $ 5.98 $0.22 $ 6.41 $ 0.43 1
$ 13.83 $ 13.83 60.30% $ 5.49 $ 5.49 0.00 Discontinued
$ 39.03 $ 39.03 50.53% $ 19.31 $ 19.89 0.58 $ 20.65 $0.76 $ 21.01 $ 0.36 1
$ 10.99 $ 10.99 54.23% $ 5.03 $ 5.13 0.10 $ 5.32 $0.19 $ 5.65 $ 0.33 1
$ 70.21 $ 70.21 52.78% $ 33.15 $ 33.15 0.00 $ 34.41 $1.26 $ 34.41 $ - 1
$ 166.74 $ 83.37 70.46% $ 49.25 $ 49.25 0.00 $ 49.25 $0.00 $ 59.10 $ 9.85 2
$ 12.33 $ 0.12 68.86% $ 3.84 $ 3.84 0.00 $ 3.99 $0.15 $ 3.99 $ - 100
$ 12.96 $ 12.96 61.42% $ 5.00 Discontinued
$ 41.88 $ 41.88 42.96% $ 23.89 $ 24.37 0.48 $ 24.37 $0.00 $ 24.37 $ - 1
$ 9.87 $ 9.87 78.22% $ 2.15 $ 2.15 0.00 $ 2.23 $0.08 $ 2.23 $ - 1
$ 8.68 $ 0.43 77.30% $ 1.97 $ 1.97 0.00 $ 1.97 $0.00 $ 1.97 $ - 20
$ 49.89 $ 49.89 65.52% $ 17.20 $ 17.20 0.00 $ 17.85 $0.65 $ 17.85 $ - 1
$ 15.51 $ 15.51 65.76% $ 5.31 $ 5.31 0.00 $ 5.51 $0.20 $ 6.00 $ 0.49 1
Size of Each Container in Case (e.g., 1 gallon
or 2.5L)
List Price of Unit of
Measure from
Column I
List Price of Each
Individual Item in
the Unit of
Measure
Discount
Percentage Off
Net Price of Unit
of Measure
2019 Net Price of
Unit of Measure
2019 Price
Increase
2020 Net Price of
Unit of Measure
2020 Price
Increase January 2021 Price January 2021 Price
Increase Current UOM
$ 31.79 $ 0.16 51.18% $ 15.52 $ 15.52 0.00 $ 16.11 $0.59 $ 17.06 $ 0.95 200
$ 14.32 $ 0.14 70.67% $ 4.20 Discontinued
$ 12.00 $ 0.12 60.00% $ 4.80 $ 4.94 0.14 $ 4.94 $0.00 $ 9.60 $ 4.66 100
$ 6.21 $ 6.21 63.77% $ 2.25 $ 2.25 0.00 $ 2.25 $0.00 $ 2.25 $ - 1
$ 14.24 $ 0.14 62.99% $ 5.27 Discontinued $ 10.14 $ 10.14 65.58% $ 3.49 $ 3.49 0.00 Discontinued
$ 14.38 $ 14.38 70.17% $ 4.29 $ 4.38 0.09 $ 4.55 $0.17 $ 4.55 $ - 1
$ 3.72 $ 3.72 58.87% $ 1.53 $ 1.58 0.05 $ 1.64 $0.06 $ 2.22 $ 0.58 1
$ 90.21 $ 0.90 61.80% $ 34.46 $ 35.15 0.69 $ 36.49 $1.34 $ 36.89 $ 0.40 100
$ 21.18 $ 0.42 65.25% $ 7.36 $ 7.36 0.00 $ 7.36 $0.00 $ 7.89 $ 0.53 50
$ 28.16 $ 2.82 54.90% $ 12.70 $ 13.08 0.38 $ 13.08 $0.00 $ 14.67 $ 1.59 10
$ 3.28 $ 3.28 75.61% $ 0.80 $ 0.82 0.02 $ 0.82 $0.00 $ 1.11 $ 0.29 1
$ 4.21 $ 4.21 62.47% $ 1.58 $ 1.61 0.03 $ 1.67 $0.06 $ 1.67 $ - 1
$ 35.20 $ 35.20 61.65% $ 13.50 $ 13.50 0.00 $ 14.01 $0.51 $ 14.01 $ - 1
$ 11.14 $ 11.14 61.67% $ 4.27 $ 4.27 0.00 $ 4.43 $0.16 $ 4.43 $ - 1
$ 21.96 $ 0.44 72.22% $ 6.10 $ 6.22 0.12 $ 6.22 $0.00 $ 12.93 $ 6.71 50
$ 14.63 $ 0.15 69.24% $ 4.50 $ 4.50 0.00 $ 4.67 $0.17 $ 4.67 $ - 100
$ 3.55 $ 3.55 69.01% $ 1.10 $ 1.10 0.00 $ 1.10 $0.00 $ 1.16 $ 0.06 1
$ 17.82 $ 0.18 77.27% $ 4.05 $ 4.13 0.08 $ 4.13 $0.00 $ 8.02 $ 3.89 100
$ 1.72 $ 1.72 67.44% $ 0.56 $ 0.57 0.01 $ 0.57 $0.00 $ 0.62 $ 0.05 1
January 2021 Price
of Each Individual
Item in the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM
$ 8.10 13%0915-0123 $ 56.14 $ 7.54 6 $ 9.36 13%0915-0123 $ 56.14 $ - 6 $ 9.36
$ 1.15 7%0915-0123 $ 21.06 $ 2.66 16 $ 1.32 13%0915-0123 $ 21.06 $ - 16 $ 1.32
$ 2.88 39%0915-01 $ 26.31 $ 3.31 8 $ 3.29 13%0915-01 $ 26.31 $ - 8 $ 3.29
$ 6.09 2%Import $ 6.90 $ 0.81 1 $ 6.90 12%Import $ 6.90 $ - 1 $ 6.90
$ 1.85 2%15012335 $ 2.09 $ 0.24 1 $ 2.09 11%0915-0123 $ 2.09 $ - 1 $ 2.09
$ 4.00 14%0915-0123 $ 27.48 $ 3.48 6 $ 4.58 13%0915-0123 $ 27.48 $ - 6 $ 4.58
$ 0.59 25%0915-01 $ 53.67 $ 6.77 80 $ 0.67 13%0915-01 $ 53.67 $ - 80 $ 0.67
$ 0.47 6%0915-01 $ 42.58 $ 5.38 80 $ 0.53 13%0915-01 $ 42.58 $ - 80 $ 0.53
$ 1.37 18%0915-0123 $ 25.07 $ 3.17 16 $ 1.57 13%0915-0123 $ 25.07 $ - 16 $ 1.57
$ 1.17 14%0915-0123 $ 21.35 $ 2.70 16 $ 1.33 13%0915-0123 $ 21.35 $ - 16 $ 1.33
$ 5.55 0%Import $ 6.55 $ 1.00 1 $ 6.55 15%Import $ 6.55 $ - 1 $ 6.55
$ 1.32 25%0915-01 $ 51.69 $ 4.14 36 $ 1.44 8%0915-01 $ 51.69 $ - 36 $ 1.44
$ 3.04 14%0671-0401 $ 3.47 $ 0.43 1 $ 3.47 12%0671-0401 $ 3.47 $ - 1 $ 3.47
$ 2.81 0%1597-05012 $ 3.26 $ 0.45 1 $ 3.26 14%1597-05012 $ 3.26 $ - 1 $ 3.26
$ 0.50 14%0915-01 $ 46.18 $ 5.83 80 $ 0.58 13%0915-01 $ 46.18 $ - 80 $ 0.58
$ 4.79 0%0671-0401 $ 5.55 $ 0.76 1 $ 5.55 14%0671-0401 $ 5.55 $ - 1 $ 5.55
$ 3.89 0%- $ 4.53 $ 0.64 1 $ 4.53 14%- $ 4.53 $ - 1 $ 4.53
$ 1.60 0%Import $ 35.97 $ 3.95 20 $ 1.80 11%Import $ 35.97 $ - 20 $ 1.80
$ 2.42 0% $ 2.74 $ 0.32 1 $ 2.74 12% $ 2.74 $ - 1 $ 2.74
$ 0.08 13% $ 23.18 $ 2.15 250 $ 0.09 9% $ 27.50 $ 4.32 250 $ 0.11
$ 0.51 0% $ 18.46 $ 2.30 32 $ 0.58 12% $ 18.46 $ - 32 $ 0.58
$ 2.08 0% $ 2.35 $ 0.27 1 $ 2.35 11% $ 2.35 $ - 1 $ 2.35
$ 0.06 13% $ 15.90 $ 1.61 250 $ 0.06 10% $ 18.87 $ 2.97 250 $ 0.08
$ 0.30 0% $ 17.04 $ 2.12 50 $ 0.34 12% $ 17.04 $ - 50 $ 0.34
$ 0.20 0% $ 2.76 $ 0.32 12 $ 0.23 12% $ 3.27 $ 0.51 12 $ 0.27
$ 1.02 8% $ 13.43 $ 1.25 12 $ 1.12 9% $ 13.43 $ - 12 $ 1.12
$ 0.04 10% $ 2.39 $ 0.19 50 $ 0.05 8% $ 2.73 $ 0.34 50 $ 0.05
$ 0.07 0% $ 41.79 $ 6.54 500 $ 0.08 16% $ 41.79 $ - 500 $ 0.08
$ 0.17 14% $ 18.53 $ 1.22 100 $ 0.19 7% $ 22.38 $ 3.85 100 $ 0.22
$ 0.21 0% $ 23.68 $ 2.95 100 $ 0.24 12% $ 23.68 $ - 100 $ 0.24
$ 0.20 0% $ 22.28 $ 2.67 100 $ 0.22 12% $ 25.64 $ 3.36 100 $ 0.26
$ 3.26 0% $ 3.69 $ 0.43 1 $ 3.69 12% $ 3.69 $ - 1 $ 3.69
$ 11.32 0%Import $ 12.49 $ 1.17 1 $ 12.49 9%Import $ 12.49 $ - 1 $ 12.49
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM $ 3.31 8%Import $ 46.75 $ 7.01 12 $ 3.90 15%Import $ 46.75 $ - 12 $ 3.90
$ 5.63 14%0671-0401 $ 6.63 $ 1.00 1 $ 6.63 15%0671-0401 $ 6.63 $ - 1 $ 6.63
$ 1.12 31%0671-0401 $ 32.01 $ 5.23 24 $ 1.33 16%0671-0401 $ 32.01 $ - 24 $ 1.33
$ 2.60 23%0671-0401 $ 3.01 $ 0.41 1 $ 3.01 14%0671-0401 $ 3.01 $ - 1 $ 3.01
$ 4.23 5%0672-01 $ 4.53 $ 0.30 1 $ 4.53 7%0672-01 $ 4.53 $ - 1 $ 4.53
$ 1.34 6% $ 1.48 $ 0.14 1 $ 1.48 9% $ 1.48 $ - 1 $ 1.48
$ 9.01 0%0672-01 $ 21.26 $ 3.24 2 $ 10.63 15%0672-01 $ 21.26 $ - 2 $ 10.63
$ 6.96 3%0915-0123 $ 7.59 $ 0.63 1 $ 7.59 8%0915-0123 $ 7.59 $ - 1 $ 7.59
$ 3.31 8%Import $ 46.75 $ 7.01 12 $ 3.90 15%Import $ 46.75 $ - 12 $ 3.90
$ 6.09 2%Import $ 6.90 $ 0.81 1 $ 6.90 12%Import $ 6.90 $ - 1 $ 6.90
$ 7.99 0%0672-01 $ 9.09 $ 1.10 1 $ 9.09 12%0672-01 $ 9.09 $ - 1 $ 9.09
$ 1.43 7% $ 1.52 $ 0.09 1 $ 1.52 6% $ 1.52 $ - 1 $ 1.52
$ 2.34 0%0672-01 $ 2.65 $ 0.31 1 $ 2.65 12%0672-01 $ 2.65 $ - 1 $ 2.65
$ 5.63 14%0671-0401 $ 6.63 $ 1.00 1 $ 6.63 15%0671-0401 $ 6.63 $ - 1 $ 6.63
$ 9.10 0%0671-0401 $ 10.74 $ 1.64 1 $ 10.74 15%0671-0401 $ 10.74 $ - 1 $ 10.74
$ 0.20 0% $ 2.76 $ 0.32 12 $ 0.23 12% $ 3.27 $ 0.51 12 $ 0.27
$ 1.02 8% $ 13.43 $ 1.25 12 $ 1.12 9% $ 13.43 $ - 12 $ 1.12
$ 1.73 0%0672-01 $ 1.96 $ 0.23 1 $ 1.96 12%0672-01 $ 1.96 $ - 1 $ 1.96
$ 2.61 0%0672-01 $ 35.07 $ 3.78 12 $ 2.92 11%0672-01 $ 35.07 $ - 12 $ 2.92
$ 1.70 4% $ 1.85 $ 0.15 1 $ 1.85 8% $ 1.85 $ - 1 $ 1.85
$ 2.96 0%0672-01 $ 3.35 $ 0.39 1 $ 3.35 12%0672-01 $ 3.35 $ - 1 $ 3.35 $ 5.08 22%0672-01 $ 17.92 $ 2.69 3 $ 5.97 15%0672-01 $ 17.92 $ - 3 $ 5.97
$ 29.49 4% $ 68.52 $ 9.55 2 $ 34.26 14% $ 68.52 $ - 2 $ 34.26
$ 3.84 0%0672-01 $ 4.39 $ 0.55 1 $ 4.39 13%0672-01 $ 4.39 $ - 1 $ 4.39
$ 1.87 0%0672-01 $ 2.12 $ 0.25 1 $ 2.12 12%0672-01 $ 2.12 $ - 1 $ 2.12
$ 2.01 11% $ 2.06 $ 0.05 1 $ 2.06 2% $ 2.06 $ - 1 $ 2.06
$ 2.61 0%0672-01 $ 35.07 $ 3.78 12 $ 2.92 11%0672-01 $ 35.07 $ - 12 $ 2.92
$ 3.44 0% Discontinued
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM $ 0.99 0%Import $ 5.65 $ 0.71 5 $ 1.13 13%Import $ 5.65 $ - 5 $ 1.13
$ 1.76 20%Import $ 2.07 $ 0.31 1 $ 2.07 15%Import $ 2.07 $ - 1 $ 2.07
$ 0.94 0%1081 $ 1.08 $ 0.14 1 $ 1.08 13%1081 $ 1.08 $ - 1 $ 1.08
$ 0.03 50%Import $ 0.04 $ 0.01 1 $ 0.04 25%Import $ 0.04 $ - 1 $ 0.04
$ 1.06 0%Import $ 1.22 $ 0.16 1 $ 1.22 13%Import $ 1.22 $ - 1 $ 1.22
$ 0.03 4%Import $ 1.94 $ 0.29 50 $ 0.04 15%Import $ 1.94 $ - 50 $ 0.04
$ 0.04 4%Import $ 2.28 $ 0.34 50 $ 0.05 15%Import $ 2.28 $ - 50 $ 0.05
$ 0.33 0%Import $ 0.38 $ 0.05 1 $ 0.38 13%Import $ 0.38 $ - 1 $ 0.38
$ 0.11 22%Import $ 0.12 $ 0.01 1 $ 0.12 8%Import $ 0.14 $ 0.02 1 $ 0.14
$ 0.10 11%Import $ 0.12 $ 0.02 1 $ 0.12 17%Import $ 0.12 $ - 1 $ 0.12
$ 0.05 0%Import $ 3.00 $ 0.35 50 $ 0.06 12%Import $ 3.00 $ - 50 $ 0.06
$ 0.20 0%1081 $ 0.32 $ 0.12 1 $ 0.32 38%1081 $ 0.32 $ - 1 $ 0.32
$ 0.14 2%1081 $ 4.00 $ 0.40 25 $ 0.16 10%1081 $ 4.00 $ - 25 $ 0.16
$ 0.06 5%Import $ 1.85 $ 0.28 25 $ 0.07 15%Import $ 1.85 $ - 25 $ 0.07
$ 0.03 5%Import $ 1.64 $ 0.25 50 $ 0.03 15%Import $ 1.64 $ - 50 $ 0.03
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM $ 0.28 0%0915-0301 $ 18.13 $ 4.34 50 $ 0.36 24%0915-0301 $ 18.13 $ - 50 $ 0.36
$ 0.23 10% $ 0.27 $ 0.04 1 $ 0.27 15% $ 0.27 $ - 1 $ 0.27
$ 600.00 11%1144 $ 705.88 $ 105.88 1 $ 705.88 15%1144 $ 705.88 $ - 1 $ 705.88 $ 436.21 0%Import $ 508.24 $ 72.03 1 $ 508.24 14%Import $ 508.24 $ - 1 $ 508.24
$ 4.79 0%0679-04 $ 136.27 $ 21.31 24 $ 5.68 16%0679-04 $ 136.27 $ - 24 $ 5.68
$ 1.86 0%1144 $ 2.14 $ 0.28 1 $ 2.14 13%1144 $ 2.47 $ 0.33 1 $ 2.47
$ 9.67 10% $ 14.04 $ 4.37 1 $ 14.04 31% $ 14.04 $ - 1 $ 14.04
$ 0.56 14% $ 0.66 $ 0.10 1 $ 0.66 15% $ 0.66 $ - 1 $ 0.66
$ 0.10 0%Import $ 0.12 $ 0.02 1 $ 0.12 17%Import $ 0.12 $ - 1 $ 0.12 $ 0.65 0% $ 0.75 $ 0.10 1 $ 0.75 13% $ 0.75 $ - 1 $ 0.75
$ 0.10 0%1088 $ 0.12 $ 0.02 1 $ 0.12 17%1088 $ 0.12 $ - 1 $ 0.12
$ 3.40 0% $ 5.41 $ 2.01 1 $ 5.41 37% $ 5.41 $ - 1 $ 5.41
$ 15.07 8%1144 $ 23.47 $ 8.40 1 $ 23.47 36%1144 $ 23.47 $ - 1 $ 23.47
$ 3.50 5%Import $ 3.99 $ 0.49 1 $ 3.99 12%Import $ 3.99 $ - 1 $ 3.99
$ 3.55 14% $ 3.86 $ 0.31 1 $ 3.86 8% $ 4.73 $ 0.87 1 $ 4.73
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM $ 1.97 6%1054 $ 2.32 $ 0.35 1 $ 2.32 15%1054 $ 2.32 $ - 1 $ 2.32
$ 8.78 12%1054 $ 9.67 $ 0.89 1 $ 9.67 9%1054 $ 9.67 $ - 1 $ 9.67
$ 2.06 6%1054 $ 2.27 $ 0.21 1 $ 2.27 9%1054 $ 2.27 $ - 1 $ 2.27
$ 0.27 13%1149-03 $ 0.29 $ 0.02 1 $ 0.29 7%1149-03 $ 0.29 $ - 1 $ 0.29
$ 3.52 7%1054 $ 3.86 $ 0.34 1 $ 3.86 9%1054 $ 3.86 $ - 1 $ 3.86
$ 11.74 11%1054 $ 12.92 $ 1.18 1 $ 12.92 9%1054 $ 12.92 $ - 1 $ 12.92
$ 4.45 7%1054 $ 4.90 $ 0.45 1 $ 4.90 9%1054 $ 4.90 $ - 1 $ 4.90
$ 3.00 8%1054 $ 3.29 $ 0.29 1 $ 3.29 9%1054 $ 3.29 $ - 1 $ 3.29
$ 0.41 5%1149-03 $ 0.46 $ 0.05 1 $ 0.46 11%1149-03 $ 0.46 $ - 1 $ 0.46
$ 8.78 13%1054 $ 9.67 $ 0.89 1 $ 9.67 9%1054 $ 9.67 $ - 1 $ 9.67
$ 3.52 14%1054 $ 3.86 $ 0.34 1 $ 3.86 9%1054 $ 3.86 $ - 1 $ 3.86
$ 0.52 6%1149-03 $ 0.56 $ 0.04 1 $ 0.56 7%1149-03 $ 0.56 $ - 1 $ 0.56
$ 34.42 8%Import $ 36.52 $ 2.10 1 $ 36.52 6%Import $ 36.52 $ - 1 $ 36.52 $ 2.85 7%1054 $ 3.13 $ 0.28 1 $ 3.13 9%1054 $ 3.13 $ - 1 $ 3.13
$ 6.47 7%1054 $ 7.13 $ 0.66 1 $ 7.13 9%1054 $ 7.13 $ - 1 $ 7.13
$ 15.63 9%1054 $ 16.87 $ 1.24 1 $ 16.87 7%1054 $ 16.87 $ - 1 $ 16.87
$ 0.19 12%1149-03 $ 0.21 $ 0.02 1 $ 0.21 10%1149-03 $ 0.21 $ - 1 $ 0.21
$ 7.28 7%1054 $ 8.05 $ 0.77 1 $ 8.05 10%1054 $ 8.05 $ - 1 $ 8.05
$ 0.18 6%Import $ 0.19 $ 0.01 1 $ 0.19 5%Import $ 0.19 $ - 1 $ 0.19
$ 0.82 7%1149-03 $ 0.89 $ 0.07 1 $ 0.89 8%1149-03 $ 0.89 $ - 1 $ 0.89
$ 0.24 4%1149-03 $ 0.27 $ 0.03 1 $ 0.27 11%1149-03 $ 0.27 $ - 1 $ 0.27
$ 0.36 6%1149-03 $ 0.39 $ 0.03 1 $ 0.39 8%1149-03 $ 0.39 $ - 1 $ 0.39
$ 11.18 7%1054 $ 12.19 $ 1.01 1 $ 12.19 8%1054 $ 12.19 $ - 1 $ 12.19
$ 5.70 6%1149-03 $ 6.31 $ 0.61 1 $ 6.31 10%1149-03 $ 6.31 $ - 1 $ 6.31 $ 2.23 6%1149-03 $ 2.45 $ 0.22 1 $ 2.45 9%1149-03 $ 2.45 $ - 1 $ 2.45
$ 1.01 6%1149-03 $ 1.11 $ 0.10 1 $ 1.11 9%1149-03 $ 1.11 $ - 1 $ 1.11
$ 747.18 4%Import $ 854.01 $ 106.83 1 $ 854.01 13%Import $ 854.01 $ - 1 $ 854.01
$ 428.00 5%1054 $ 483.01 $ 55.01 1 $ 483.01 11%1054 $ 483.01 $ - 1 $ 483.01
$ 232.93 0%Import $ 267.28 $ 34.35 1 $ 267.28 13%Import $ 267.28 $ - 1 $ 267.28
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM $ 0.20 14%Import $ 5.67 $ 0.87 24 $ 0.24 15%Import $ 5.67 $ - 24 $ 0.24 $ 0.88 9%Import $ 12.46 $ 1.90 12 $ 1.04 15%Import $ 12.46 $ - 12 $ 1.04
$ 0.54 10%1179-01051 $ 7.64 $ 1.16 12 $ 0.64 15%1179-01051 $ 7.64 $ - 12 $ 0.64
$ 0.43 1%1179-01051 $ 6.09 $ 0.93 12 $ 0.51 15%1179-01051 $ 6.09 $ - 12 $ 0.51
$ 0.88 9%Import $ 12.46 $ 1.90 12 $ 1.04 15%Import $ 12.46 $ - 12 $ 1.04
$ 1.45 0%Import $ 1.65 $ 0.20 1 $ 1.65 12%Import $ 1.65 $ - 1 $ 1.65
$ 0.37 4%Import $ 10.48 $ 1.60 24 $ 0.44 15%Import $ 10.48 $ - 24 $ 0.44
$ 0.37 0%1179-01051 $ 10.48 $ 1.58 24 $ 0.44 15%1179-01051 $ 10.48 $ - 24 $ 0.44
$ 1.30 0%1179-01051 $ 16.99 $ 1.42 12 $ 1.42 8%1179-01051 $ 16.99 $ - 12 $ 1.42
$ 1.30 0%1179-01051 $ 17.70 $ 2.13 12 $ 1.48 12%1179-01051 $ 17.70 $ - 12 $ 1.48
$ 4.16 5%1179-01051 $ 4.91 $ 0.75 1 $ 4.91 15%1179-01051 $ 4.91 $ - 1 $ 4.91
$ 2.04 0%Import $ 4.73 $ 0.66 2 $ 2.37 14%Import $ 4.73 $ - 2 $ 2.37 $ 6.66 0%1245 $ 7.61 $ 0.95 1 $ 7.61 12%1245 $ 7.61 $ - 1 $ 7.61
$ 0.67 0% $ 0.92 $ 0.25 1 $ 0.92 27% $ 0.92 $ - 1 $ 0.92
$ 13.48 1%Import $ 15.43 $ 1.95 1 $ 15.43 13%Import $ 15.43 $ - 1 $ 15.43
$ 39.86 4%1245 $ 45.88 $ 6.02 1 $ 45.88 13%1245 $ 45.88 $ - 1 $ 45.88
$ 1.38 0%1179-01051 $ 8.56 $ 0.26 6 $ 1.43 3%1179-01051 $ 8.56 $ - 6 $ 1.43
$ 2.84 0% $ 3.88 $ 1.04 1 $ 3.88 27% $ 3.88 $ - 1 $ 3.88
$ 11.93 4%Import $ 13.66 $ 1.73 1 $ 13.66 13%Import $ 13.66 $ - 1 $ 13.66
$ 11.57 1%Import $ 13.29 $ 1.72 1 $ 13.29 13%Import $ 13.29 $ - 1 $ 13.29
$ 15.66 2%Import $ 18.02 $ 2.36 1 $ 18.02 13%Import $ 18.02 $ - 1 $ 18.02
$ 11.24 1%Import $ 15.32 $ 4.08 1 $ 15.32 27%Import $ 15.32 $ - 1 $ 15.32
$ 20.00 3%Import $ 23.03 $ 3.03 1 $ 23.03 13%Import $ 23.03 $ - 1 $ 23.03
$ 1.25 5% $ 1.47 $ 0.22 1 $ 1.47 15% $ 1.47 $ - 1 $ 1.47
$ 7.70 0% $ 10.59 $ 2.89 1 $ 10.59 27% $ 10.59 $ - 1 $ 10.59
$ 1.92 5%Import $ 9.08 $ 1.39 4 $ 2.27 15%Import $ 9.08 $ - 4 $ 2.27
$ 1.92 5%Import $ 9.08 $ 1.39 4 $ 2.27 15%Import $ 9.08 $ - 4 $ 2.27
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM
$ 4.02 17%Import $ 4.75 $ 0.73 1 $ 4.75 15%Import $ 4.75 $ - 1 $ 4.75
$ 4.23 0% $ 5.06 $ 0.83 1 $ 5.06 16% $ 5.06 $ - 1 $ 5.06
$ 0.20 0%Import $ 0.92 $ 0.14 4 $ 0.23 15%Import $ 0.92 $ - 4 $ 0.23
$ 0.79 4%Import $ 0.84 $ 0.05 1 $ 0.84 6%Import $ 0.84 $ - 1 $ 0.84
$ 31.06 6%1266 $ 34.51 $ 3.45 1 $ 34.51 10%1266 $ 43.68 $ 9.17 1 $ 43.68
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM
$ 1.30 0%1177 $ 1.18 $ (0.12)1 $ 1.18 -10%1177 $ 1.18 $ - 1 $ 1.18
$ 2.00 0%1177 $ 1.69 $ (0.31)1 $ 1.69 -18%1177 $ 1.69 $ - 1 $ 1.69
$ 1.39 0%1177 $ 1.58 $ 0.19 1 $ 1.58 12%1177 $ 1.58 $ - 1 $ 1.58
$ 1.51 0%1177 $ 1.71 $ 0.20 1 $ 1.71 12%1177 $ 1.71 $ - 1 $ 1.71
$ 1.69 0%Import $ 1.92 $ 0.23 1 $ 1.92 12%Import $ 1.92 $ - 1 $ 1.92
$ 8.23 0%Import $ 8.49 $ 0.26 1 $ 8.49 3%Import $ 8.49 $ - 1 $ 8.49
$ 2.00 0%1177 $ 2.27 $ 0.27 1 $ 2.27 12%1177 $ 2.27 $ - 1 $ 2.27
$ 1.85 0%1177 $ 2.09 $ 0.24 1 $ 2.09 11%1177 $ 2.09 $ - 1 $ 2.09
$ 2.00 0%1177 $ 2.27 $ 0.27 1 $ 2.27 12%1177 $ 2.27 $ - 1 $ 2.27
$ 10.37 0%Import $ 10.90 $ 0.53 1 $ 10.90 5%Import $ 10.90 $ - 1 $ 10.90
$ 3.50 0%1177 $ 4.14 $ 0.64 1 $ 4.14 15%1177 $ 4.14 $ - 1 $ 4.14
$ 2.49 0%1177 $ 2.82 $ 0.33 1 $ 2.82 12%1177 $ 2.82 $ - 1 $ 2.82
$ 8.82 0%Import Discontinued Import
$ 9.53 0%- $ 9.93 $ 0.40 1 $ 9.93 4%- $ 9.93 $ - 1 $ 9.93
$ 15.88 0%Import $ 18.05 $ 2.17 1 $ 18.05 12%Import $ 18.05 $ - 1 $ 18.05
$ 8.79 0%Import $ 9.99 $ 1.20 1 $ 9.99 12%Import $ 9.99 $ - 1 $ 9.99
$ 3.50 0%Import Discontinued Import
$ 10.00 0%Import $ 10.08 $ 0.08 1 $ 10.08 1%Import $ 10.08 $ - 1 $ 10.08
$ 11.00 0%Import $ 11.09 $ 0.09 1 $ 11.09 1%Import $ 11.09 $ - 1 $ 11.09
$ 13.49 0%Import $ 15.41 $ 1.92 1 $ 15.41 12%Import $ 15.41 $ - 1 $ 15.41
$ 9.91 0%Import $ 9.26 $ (0.65)1 $ 9.26 -7%Import $ 9.26 $ - 1 $ 9.26
$ 6.00 0%Import $ 7.12 $ 1.12 1 $ 7.12 16%Import $ 7.12 $ - 1 $ 7.12
$ 4.00 0%Import $ 4.75 $ 0.75 1 $ 4.75 16%Import $ 4.75 $ - 1 $ 4.75
$ 8.50 0%Import $ 9.90 $ 1.40 1 $ 9.90 14%Import $ 9.90 $ - 1 $ 9.90
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM $ 1.89 10%Import $ 2.01 $ 0.12 1 $ 2.01 6%Import $ 2.01 $ - 1 $ 2.01
$ 2.49 14%Import $ 3.76 $ 1.27 1 $ 3.76 34%Import $ 3.76 $ - 1 $ 3.76
$ 5.43 0%- $ 6.17 $ 0.74 1 $ 6.17 12%- $ 6.17 $ - 1 $ 6.17
$ 22.03 0%Import $ 25.68 $ 3.65 1 $ 25.68 14%Import $ 25.68 $ - 1 $ 25.68
$ 12.18 2%- $ 13.70 $ 1.52 1 $ 13.70 11%- $ 13.70 $ - 1 $ 13.70
$ 12.71 3%- $ 14.29 $ 1.58 1 $ 14.29 11%- $ 14.29 $ - 1 $ 14.29
$ 1.20 0%Import $ 16.59 $ 2.21 12 $ 1.38 13%Import $ 16.59 $ - 12 $ 1.38
$ 5.06 3%- $ 5.53 $ 0.47 1 $ 5.53 9%- $ 5.53 $ - 1 $ 5.53 $ 4.84 0%- $ 5.50 $ 0.66 1 $ 5.50 12%- $ 5.50 $ - 1 $ 5.50
$ 4.86 4%Import $ 5.33 $ 0.47 1 $ 5.33 9%Import $ 5.33 $ - 1 $ 5.33
$ 63.38 7%1175 $ 69.45 $ 6.07 1 $ 69.45 9%1175 $ 69.45 $ - 1 $ 69.45
$ 16.63 3%- $ 18.73 $ 2.10 1 $ 18.73 11%- $ 18.73 $ - 1 $ 18.73
$ 25.56 0%0672-01 $ 29.18 $ 3.62 1 $ 29.18 12%0672-01 Discontinued
$ 6.52 11%Import $ 8.37 $ 1.85 1 $ 8.37 22%Import $ 8.37 $ - 1 $ 8.37
$ 9.49 3%- $ 10.69 $ 1.20 1 $ 10.69 11%- $ 10.69 $ - 1 $ 10.69
$ 7.50 0%- $ 8.58 $ 1.08 1 $ 8.58 13%- $ 8.58 $ - 1 $ 8.58
$ 6.76 8%0679-04 $ 7.14 $ 0.38 1 $ 7.14 5%0679-04 $ 7.14 $ - 1 $ 7.14
$ 4.89 0%Import $ 5.80 $ 0.91 1 $ 5.80 16%Import $ 5.80 $ - 1 $ 5.80
$ 43.53 20% Discontinued
$ 28.16 1%Import $ 32.97 $ 4.81 1 $ 32.97 15%Import $ 32.97 $ - 1 $ 32.97
$ 11.12 6%Import $ 12.68 $ 1.56 1 $ 12.68 12%Import $ 12.68 $ - 1 $ 12.68 $ 27.42 0%332216-7 $ 29.46 $ 2.04 1 $ 29.46 7%332216-7 $ 29.46 $ - 1 $ 29.46
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM $ 2.31 0%332216-7 $ 2.66 $ 0.35 1 $ 2.66 13%332216-7 $ 2.66 $ - 1 $ 2.66
$ 11.07 0%332216-7 $ 11.68 $ 0.61 1 $ 11.68 5%332216-7 $ 11.68 $ - 1 $ 11.68
$ 1.37 0%332216-7 $ 1.56 $ 0.19 1 $ 1.56 12%332216-7 $ 1.56 $ - 1 $ 1.56
$ 4.86 0%Import $ 5.57 $ 0.71 1 $ 5.57 13%Import $ 5.57 $ - 1 $ 5.57
$ 0.21 0%Import $ 0.25 $ 0.04 1 $ 0.25 16%Import $ 0.25 $ - 1 $ 0.25
$ 0.02 0%332216-7 $ 2.08 $ 0.26 100 $ 0.02 13%332216-7 $ 2.08 $ - 100 $ 0.02
$ 10.75 0%332216-7 $ 12.20 $ 1.45 1 $ 12.20 12%332216-7 $ 12.20 $ - 1 $ 12.20
$ 9.48 0%332216-7 $ 10.75 $ 1.27 1 $ 10.75 12%332216-7 $ 10.75 $ - 1 $ 10.75
$ 9.45 19%332216-7 $ 10.16 $ 0.71 1 $ 10.16 7%332216-7 $ 10.16 $ - 1 $ 10.16
$ 0.00 5%Import $ 1.12 $ 0.10 1000 $ 0.00 9%Import $ 1.12 $ - 1000 $ 0.00
$ 1.02 0%Import $ 1.17 $ 0.15 1 $ 1.17 13%Import $ 1.17 $ - 1 $ 1.17
$ 0.08 0%332216-7 $ 9.21 $ 1.19 100 $ 0.09 13%332216-7 $ 9.21 $ - 100 $ 0.09
$ 0.10 0%332216-7 $ 1.12 $ 0.14 10 $ 0.11 13%332216-7 $ 1.12 $ - 10 $ 0.11
$ 2.96 1%Import $ 3.48 $ 0.52 1 $ 3.48 15%Import $ 3.48 $ - 1 $ 3.48
$ 0.00 4%Import $ 1.06 $ 0.10 1000 $ 0.00 9%Import $ 1.06 $ - 1000 $ 0.00 $ 1.25 0%332216-7 $ 1.44 $ 0.19 1 $ 1.44 13%332216-7 $ 1.44 $ - 1 $ 1.44
$ 9.11 0%332216-7 $ 10.34 $ 1.23 1 $ 10.34 12%332216-7 $ 10.34 $ - 1 $ 10.34
$ 5.58 0%Import $ 6.58 $ 1.00 1 $ 6.58 15%Import $ 6.58 $ - 1 $ 6.58
$ 3.44 0%Import $ 3.93 $ 0.49 1 $ 3.93 12%Import $ 3.93 $ - 1 $ 3.93
$ 2.11 0%Import $ 2.41 $ 0.30 1 $ 2.41 12%Import $ 2.41 $ - 1 $ 2.41
$ 1.02 0%Import $ 1.17 $ 0.15 1 $ 1.17 13%Import $ 1.17 $ - 1 $ 1.17
$ 3.51 24%Import $ 3.65 $ 0.14 1 $ 3.65 4%Import $ 3.65 $ - 1 $ 3.65
$ 2.88 24%Import $ 3.00 $ 0.12 1 $ 3.00 4%Import $ 3.00 $ - 1 $ 3.00 $ 0.06 0%332216-7 $ 0.07 $ 0.01 1 $ 0.07 14%332216-7 $ 0.07 $ - 1 $ 0.07
$ 2.43 0%Import $ 2.86 $ 0.43 1 $ 2.86 15%Import $ 2.86 $ - 1 $ 2.86
$ 0.12 0%Import $ 7.12 $ 0.89 50 $ 0.14 13%Import $ 7.12 $ - 50 $ 0.14
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM
$ 55.57 0%Import $ 127.38 $ 16.24 2 $ 63.69 13%Import Discontinued
$ 1.24 0%Import $ 1.42 $ 0.18 1 $ 1.42 13%Import $ 1.42 $ - 1 $ 1.42
$ 1.64 0%Import $ 1.93 $ 0.29 1 $ 1.93 15%Import $ 1.93 $ - 1 $ 1.93
$ 136.73 38%Import $ 161.27 $ 24.54 1 $ 161.27 15%Import $ 161.27 $ - 1 $ 161.27
$ 123.70 4%Import $ 128.29 $ 4.59 1 $ 128.29 4%Import $ 128.29 $ - 1 $ 128.29
$ 50.49 0%Import $ 53.50 $ 3.01 1 $ 53.50 6%Import $ 53.50 $ - 1 $ 53.50
$ 184.50 0%Import $ 190.77 $ 6.27 1 $ 190.77 3%Import $ 190.77 $ - 1 $ 190.77
$ 271.00 5%Import $ 275.54 $ 4.54 1 $ 275.54 2%Import Discontinued
$ 46.80 0%Import $ 53.50 $ 6.70 1 $ 53.50 13%Import $ 53.50 $ - 1 $ 53.50
$ 77.73 0%Import $ 87.88 $ 10.15 1 $ 87.88 12%Import $ 87.88 $ - 1 $ 87.88
$ 271.00 5%Import $ 321.22 $ 50.22 1 $ 321.22 16%Import $ 321.22 $ - 1 $ 321.22
$ 156.23 14%Import $ 185.18 $ 28.95 1 $ 185.18 16%Import $ 185.18 $ - 1 $ 185.18
$ 303.79 2%Import $ 360.09 $ 56.30 1 $ 360.09 16%Import $ 360.09 $ - 1 $ 360.09
$ 164.75 4%Import $ 195.28 $ 30.53 1 $ 195.28 16%Import $ 195.28 $ - 1 $ 195.28
$ 225.36 0%Import $ 257.86 $ 32.50 1 $ 257.86 13%Import $ 257.86 $ - 1 $ 257.86
$ 240.87 0%Import $ 267.49 $ 26.62 1 $ 267.49 10%Import $ 267.49 $ - 1 $ 267.49
$ 109.65 8%Import $ 129.33 $ 19.68 1 $ 129.33 15%Import $ 129.33 $ - 1 $ 129.33
$ 112.10 0%1042-0155 $ 114.92 $ 2.82 1 $ 114.92 2%1042-0155 $ 114.92 $ - 1 $ 114.92
$ 193.00 8%Import $ 198.58 $ 5.58 1 $ 198.58 3%Import $ 198.58 $ - 1 $ 198.58
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM $ 0.14 0%- $ 16.28 $ 2.03 100 $ 0.16 12%- $ 16.28 $ - 100 $ 0.16
$ 0.66 3%1171-0217 $ 0.74 $ 0.08 1 $ 0.74 11%1171-0217 $ 0.74 $ - 1 $ 0.74
$ 0.03 0%1171-0144 $ 3.84 $ 0.46 100 $ 0.04 12%1171-0144 $ 3.84 $ - 100 $ 0.04
$ 0.29 16%Import $ 0.34 $ 0.05 1 $ 0.34 15%Import $ 0.40 $ 0.06 1 $ 0.40
$ 0.82 2%1171-0217 $ 0.92 $ 0.10 1 $ 0.92 11%1171-0217 $ 0.92 $ - 1 $ 0.92
$ 5.44 2%1171-0217 $ 6.17 $ 0.73 1 $ 6.17 12%1171-0217 $ 6.17 $ - 1 $ 6.17
$ 5.44 2%1171-0217 $ 6.17 $ 0.73 1 $ 6.17 12%1171-0217 $ 6.17 $ - 1 $ 6.17
$ 0.21 24%- $ 0.25 $ 0.04 1 $ 0.25 16%- $ 0.25 $ - 1 $ 0.25
$ 1.02 17%1171 $ 1.05 $ 0.03 1 $ 1.05 3%1171 $ 1.39 $ 0.34 1 $ 1.39
$ 3.19 19%Import $ 3.26 $ 0.07 1 $ 3.26 2%Import $ 4.36 $ 1.10 1 $ 4.36
$ 0.47 2%Import $ 0.53 $ 0.06 1 $ 0.53 11%Import $ 0.53 $ - 1 $ 0.53
$ 1.03 0%1171-0216 $ 1.16 $ 0.13 1 $ 1.16 11%1171-0216 $ 1.16 $ - 1 $ 1.16
$ 0.87 19%Import $ 0.89 $ 0.02 1 $ 0.89 2%Import $ 1.19 $ 0.30 1 $ 1.19
$ 0.86 19%Import $ 0.88 $ 0.02 1 $ 0.88 2%Import $ 1.18 $ 0.30 1 $ 1.18
$ 11.69 21%Import $ 13.79 $ 2.10 1 $ 13.79 15%Import $ 13.79 $ - 1 $ 13.79
$ 0.22 16%Import $ 0.27 $ 0.05 1 $ 0.27 19%Import $ 0.27 $ - 1 $ 0.27
$ 0.66 3%1171-0217 $ 0.74 $ 0.08 1 $ 0.74 11%1171-0217 $ 0.74 $ - 1 $ 0.74
$ 6.60 18%Import $ 6.81 $ 0.21 1 $ 6.81 3%Import $ 9.02 $ 2.21 1 $ 9.02
$ 0.66 3%1171-0217 $ 0.74 $ 0.08 1 $ 0.74 11%1171-0217 $ 0.74 $ - 1 $ 0.74
$ 0.35 21%- $ 0.42 $ 0.07 1 $ 0.42 17%- $ 0.42 $ - 1 $ 0.42
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM
$ 2.49 5%062 $ 2.78 $ 0.29 1 $ 2.78 10%062 $ 2.78 $ - 1 $ 2.78 $ 2.49 5%062 $ 2.69 $ 0.20 1 $ 2.69 7%062 Discontinued
$ 2.49 5%062 $ 2.78 $ 0.29 1 $ 2.78 10%062 $ 2.78 $ - 1 $ 2.78
$ 2.49 5%062 $ 2.78 $ 0.29 1 $ 2.78 10%062 $ 2.78 $ - 1 $ 2.78
$ 2.49 5%062 $ 2.78 $ 0.29 1 $ 2.78 10%062 $ 2.78 $ - 1 $ 2.78
$ 2.49 5%062 $ 2.69 $ 0.20 1 $ 2.69 7%062 Discontinued
$ 2.49 5%062 $ 2.78 $ 0.29 1 $ 2.78 10%062 $ 2.78 $ - 1 $ 2.78
$ 2.49 5%062 $ 2.69 $ 0.20 1 $ 2.69 7%062 Discontinued
$ 14.58 5%062 $ 16.40 $ 1.82 1 $ 16.40 11%062 $ 16.40 $ - 1 $ 16.40
$ 2.93 5%062 $ 3.27 $ 0.34 1 $ 3.27 10%062 $ 3.27 $ - 1 $ 3.27
$ 2.50 5%062 $ 2.79 $ 0.29 1 $ 2.79 10%062 Discontinued
$ 2.49 5%062 $ 2.78 $ 0.29 1 $ 2.78 10%062 $ 2.78 $ - 1 $ 2.78
$ 2.49 5%062 $ 2.69 $ 0.20 1 $ 2.69 7%062 Discontinued $ 4.29 5%062 $ 4.80 $ 0.51 1 $ 4.80 11%062 $ 4.80 $ - 1 $ 4.80
$ 3.52 5%062 $ 3.94 $ 0.42 1 $ 3.94 11%062 $ 3.94 $ - 1 $ 3.94
$ 2.93 5%062 $ 3.27 $ 0.34 1 $ 3.27 10%062 $ 3.27 $ - 1 $ 3.27 $ 3.52 5%062 $ 3.94 $ 0.42 1 $ 3.94 11%062 $ 3.94 $ - 1 $ 3.94
$ 2.49 5%062 $ 2.78 $ 0.29 1 $ 2.78 10%062 $ 2.78 $ - 1 $ 2.78
$ 73.64 5%062 $ 81.96 $ 8.32 1 $ 81.96 10%062 $ 81.96 $ - 1 $ 81.96
$ 4.29 5%062 $ 4.80 $ 0.51 1 $ 4.80 11%062 $ 4.80 $ - 1 $ 4.80
$ 2.32 5%062 $ 2.59 $ 0.27 1 $ 2.59 10%062 $ 2.59 $ - 1 $ 2.59
$ 2.49 5%062 $ 2.69 $ 0.20 1 $ 2.69 7%062 Discontinued
$ 0.53 2%Import $ 0.66 $ 0.13 1 $ 0.66 20%Import $ 0.66 $ - 1 $ 0.66
$ 0.36 3%Import $ 0.45 $ 0.09 1 $ 0.45 20%Import $ 0.45 $ - 1 $ 0.45
$ 0.50 0%1597-0502 $ 3.52 $ 0.55 6 $ 0.59 16%1597-0502 $ 3.52 $ - 6 $ 0.59 $ 0.75 1%Import $ 0.88 $ 0.13 1 $ 0.88 15%Import $ 0.88 $ - 1 $ 0.88
$ 0.52 0%1597-0502 $ 1.22 $ 0.19 2 $ 0.61 16%1597-0502 $ 1.22 $ - 2 $ 0.61
$ 0.68 26%Import $ 0.84 $ 0.16 1 $ 0.84 19%Import $ 0.84 $ - 1 $ 0.84
$ 0.34 0%1597-0502 $ 0.38 $ 0.04 1 $ 0.38 11%1597-0502 $ 0.38 $ - 1 $ 0.38
$ 0.71 0%1597-0502 $ 0.88 $ 0.17 1 $ 0.88 19%1597-0502 $ 0.88 $ - 1 $ 0.88
$ 3.52 5%062 $ 3.94 $ 0.42 1 $ 3.94 11%062 $ 3.94 $ - 1 $ 3.94
$ 57.20 5%062 $ 63.13 $ 5.93 1 $ 63.13 9%062 $ 63.13 $ - 1 $ 63.13
$ 2.49 5%062 $ 2.69 $ 0.20 1 $ 2.69 7%062 Discontinued
$ 13.96 5%062 $ 15.70 $ 1.74 1 $ 15.70 11%062 $ 15.70 $ - 1 $ 15.70
$ 3.52 5%062 $ 3.94 $ 0.42 1 $ 3.94 11%062 $ 3.94 $ - 1 $ 3.94
$ 57.20 5%062 $ 63.13 $ 5.93 1 $ 63.13 9%062 $ 63.13 $ - 1 $ 63.13
$ 2.66 5%062 $ 2.98 $ 0.32 1 $ 2.98 11%062 $ 2.98 $ - 1 $ 2.98
$ 14.58 5%062 $ 16.40 $ 1.82 1 $ 16.40 11%062 $ 16.40 $ - 1 $ 16.40
$ 2.49 5%062 $ 2.69 $ 0.20 1 $ 2.69 7%062 Discontinued
$ 14.58 5%062 $ 16.40 $ 1.82 1 $ 16.40 11%062 $ 16.40 $ - 1 $ 16.40
$ 2.50 5%062 $ 2.79 $ 0.29 1 $ 2.79 10%062 $ 2.79 $ - 1 $ 2.79
$ 58.65 5%062 $ 63.13 $ 4.48 1 $ 63.13 7%062 $ 63.13 $ - 1 $ 63.13
$ 2.49 5%062 $ 2.69 $ 0.20 1 $ 2.69 7%062 Discontinued
$ 14.58 5%062 $ 16.40 $ 1.82 1 $ 16.40 11%062 $ 16.40 $ - 1 $ 16.40
$ 2.50 5%062 $ 2.79 $ 0.29 1 $ 2.79 10%062 Discontinued
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM
$ 3.93 1%Import $ 4.52 $ 0.59 1 $ 4.52 13%Import $ 4.52 $ - 1 $ 4.52
$ 11.55 6%Import $ 12.86 $ 1.31 1 $ 12.86 10%Import $ 12.86 $ - 1 $ 12.86
$ 2.29 1%Import $ 2.61 $ 0.32 1 $ 2.61 12%Import Discontinued
$ 8.36 1%Import $ 9.61 $ 1.25 1 $ 9.61 13%Import $ 9.61 $ - 1 $ 9.61
$ 5.13 0%Import $ 5.93 $ 0.80 1 $ 5.93 13%Import $ 5.93 $ - 1 $ 5.93
$ 1.09 3%Import $ 1.20 $ 0.11 1 $ 1.20 9%Import $ 1.20 $ - 1 $ 1.20
$ 5.90 2%Import $ 6.73 $ 0.83 1 $ 6.73 12%Import $ 6.73 $ - 1 $ 6.73
$ 6.58 10%Import $ 7.11 $ 0.53 1 $ 7.11 7%Import $ 7.11 $ - 1 $ 7.11
$ 6.90 0%- $ 7.69 $ 0.79 1 $ 7.69 10%- $ 7.69 $ - 1 $ 7.69
$ 2.02 0%Import Discontinued Import
$ 24.58 6%Import $ 29.00 $ 4.42 1 $ 29.00 15%Import $ 29.00 $ - 1 $ 29.00
$ 0.06 0%Import $ 3.55 $ 0.42 50 $ 0.07 12%Import $ 3.55 $ - 50 $ 0.07
$ 0.85 7%Import $ 3.59 $ 0.20 4 $ 0.90 6%Import $ 3.59 $ - 4 $ 0.90
$ 0.38 0%Import $ 0.44 $ 0.06 1 $ 0.44 14%Import $ 0.44 $ - 1 $ 0.44
$ 9.36 0%- $ 10.89 $ 1.53 1 $ 10.89 14%- $ 10.89 $ - 1 $ 10.89
$ 6.41 7%Import $ 6.84 $ 0.43 1 $ 6.84 6%Import $ 6.84 $ - 1 $ 6.84
$ 21.01 2% $ 23.10 $ 2.09 1 $ 23.10 9% $ 23.10 $ - 1 $ 23.10
$ 5.65 6%Import $ 6.70 $ 1.05 1 $ 6.70 16%Import $ 6.70 $ - 1 $ 6.70
$ 34.41 0%Import $ 36.12 $ 1.71 1 $ 36.12 5%Import $ 36.12 $ - 1 $ 36.12
$ 29.55 20%Import $ 75.14 $ 16.04 2 $ 37.57 21%Import $ 75.14 $ - 2 $ 37.57
$ 0.04 0%Import $ 4.56 $ 0.57 100 $ 0.05 13%Import $ 4.56 $ - 100 $ 0.05
$ 24.37 0%Import $ 28.52 $ 4.15 1 $ 28.52 15%Import $ 28.52 $ - 1 $ 28.52
$ 2.23 0% $ 2.53 $ 0.30 1 $ 2.53 12% $ 2.53 $ - 1 $ 2.53
$ 0.10 0%Import $ 2.32 $ 0.35 20 $ 0.12 15%Import $ 2.32 $ - 20 $ 0.12
$ 17.85 0%Import $ 20.40 $ 2.55 1 $ 20.40 13%Import $ 20.40 $ - 1 $ 20.40
$ 6.00 9%Import $ 6.30 $ 0.30 1 $ 6.30 5%Import $ 6.30 $ - 1 $ 6.30
January 2021
Price of Each
Individual Item in
the UOM
January 2021
% increase PPI
Covid-19
Critical Supply
Items
July 2021 Price July 2021
Price Increase Current UOM
July 2021 Price
of Each
Individual Item
in the UOM
July 2021 %
increase PPI October 2021 Price October 2021
Price Increase Current UOM
October 2021
Price of Each
Individual Item in
the UOM
$ 0.09 6%Import Y $ 16.92 $ (0.14)200 $ 0.08 -1%Import $ 16.92 $ - 200 $ 0.08
$ 0.10 94%Import Y $ 15.06 $ 5.46 100 $ 0.15 36%Import $ 15.06 $ - 100 $ 0.15
$ 2.25 0%Import Y $ 2.44 $ 0.19 1 $ 2.44 8%Import $ 2.44 $ - 1 $ 2.44
$ 4.55 0%- $ 5.33 $ 0.78 1 $ 5.33 15%- $ 5.33 $ - 1 $ 5.33
$ 2.22 35%1571 $ 2.62 $ 0.40 1 $ 2.62 15%1571 $ 2.62 $ - 1 $ 2.62
$ 0.37 1%Import Y $ 41.36 $ 4.47 100 $ 0.41 11%Import $ 41.36 $ - 100 $ 0.41
$ 0.16 7%Import Y $ 9.81 $ 1.92 50 $ 0.20 20%Import $ 9.81 $ - 50 $ 0.20
$ 1.47 12%1571 Y $ 17.26 $ 2.59 10 $ 1.73 15%1571 $ 17.26 $ - 10 $ 1.73
$ 1.11 35%Import Y $ 1.07 $ (0.04)1 $ 1.07 -4%Import $ 1.07 $ - 1 $ 1.07
$ 1.67 0%Import Y $ 1.88 $ 0.21 1 $ 1.88 11%Import $ 1.88 $ - 1 $ 1.88
$ 14.01 0%Import $ 16.00 $ 1.99 1 $ 16.00 12%Import $ 16.00 $ - 1 $ 16.00
$ 4.43 0%1571 $ 5.04 $ 0.61 1 $ 5.04 12%1571 $ 5.04 $ - 1 $ 5.04
$ 0.26 108%Import Y $ 18.72 $ 5.79 50 $ 0.37 31%Import $ 18.72 $ - 50 $ 0.37
$ 0.05 0%Import Y $ 5.31 $ 0.64 100 $ 0.05 12%Import $ 5.31 $ - 100 $ 0.05
$ 1.16 5%1571 $ 1.29 $ 0.13 1 $ 1.29 10%1571 $ 1.44 $ 0.15 1 $ 1.44
$ 0.08 94%Import Y $ 12.38 $ 4.36 100 $ 0.12 35%Import $ 12.38 $ - 100 $ 0.12
$ 0.62 9%Import Y $ 0.73 $ 0.11 1 $ 0.73 15%Import $ 0.73 $ - 1 $ 0.73
October 2021
% increase PPI January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022 Price July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 62.88 $ 6.74 6 $ 1.12 11% $ 69.99 $ 7.11 6 $ 11.67 10%09-15012335
0% $ 22.74 $ 1.68 16 $ 0.11 7% $ 27.52 $ 4.78 16 $ 1.72 17%09-15012335
0% $ 27.91 $ 1.60 8 $ 0.20 6% $ 33.77 $ 5.86 8 $ 4.22 17%09-150123
0% $ 7.25 $ 0.35 1 $ 0.35 5% $ 7.79 $ 0.54 1 $ 7.79 7%Import
0% $ 2.15 $ 0.06 1 $ 0.06 3% $ 2.24 $ 0.09 1 $ 2.24 4%09-15012335
0% $ 29.13 $ 1.65 6 $ 0.28 6% $ 35.20 $ 6.07 6 $ 5.87 17%09-15012335
0% $ 61.18 $ 7.51 80 $ 0.09 12% $ 64.59 $ 3.41 80 $ 0.81 5%09-150123
0% $ 44.28 $ 1.70 80 $ 0.02 4% $ 51.95 $ 7.67 80 $ 0.65 15%09-150123
0% $ 26.67 $ 1.60 16 $ 0.10 6% $ 32.22 $ 5.55 16 $ 2.01 17%09-15012335
0% $ 22.98 $ 1.63 16 $ 0.10 7% $ 27.83 $ 4.85 16 $ 1.74 17%09-15012335
0% $ 6.88 $ 0.33 1 $ 0.33 5% $ 7.91 $ 1.03 1 $ 7.91 13%Import
0% $ 56.86 $ 5.17 36 $ 0.14 9% $ 67.96 $ 11.10 36 $ 1.89 16%09-150123
0% $ 3.92 $ 0.45 1 $ 0.45 11% $ 3.94 $ 0.02 1 $ 3.94 1%06-710401
0% $ 3.42 $ 0.16 1 $ 0.16 5% $ 3.90 $ 0.48 1 $ 3.90 12%15-9705012
0% $ 47.78 $ 1.60 80 $ 0.02 3% $ 56.12 $ 8.34 80 $ 0.70 15%09-150123
0% $ 5.93 $ 0.38 1 $ 0.38 6% $ 6.38 $ 0.45 1 $ 6.38 7%06-710401
0% $ 5.35 $ 0.82 1 $ 0.82 15% $ 5.94 $ 0.59 1 $ 5.94 10%
0% $ 39.65 $ 3.68 20 $ 0.18 9% $ 40.55 $ 0.90 20 $ 2.03 2%Import
0% $ 2.78 $ 0.04 1 $ 0.04 1% $ 3.15 $ 0.37 1 $ 3.15 12%
16% $ 28.32 $ 5.14 250 $ 0.02 18% $ 29.33 $ 1.01 250 $ 0.12 3%09-150216
0% $ 18.46 $ - 32 $ - 0% $ 18.74 $ 0.28 32 $ 0.59 1%09-150216
0% $ 2.37 $ 0.02 1 $ 0.02 1% $ 3.05 $ 0.68 1 $ 3.05 22%
16% $ 18.87 $ 2.97 250 $ 0.01 16% $ 19.98 $ 1.11 250 $ 0.08 6%09-150216
0% $ 17.04 $ - 50 $ - 0% $ 17.30 $ 0.26 50 $ 0.35 2%09-150216
16% $ 3.34 $ 0.58 12 $ 0.05 17% $ 4.24 $ 0.90 12 $ 0.35 21%03-820312
0% $ 14.34 $ 0.91 12 $ 0.08 6% $ 16.91 $ 2.57 12 $ 1.41 15%03-820312
12% $ 2.73 $ 0.34 50 $ 0.01 12% $ 2.97 $ 0.24 50 $ 0.06 8%09-150216
0% $ 41.79 $ - 500 $ - 0% $ 42.42 $ 0.63 500 $ 0.08 1%09-150216
17% $ 22.38 $ 3.85 100 $ 0.04 17% $ 24.43 $ 2.05 100 $ 0.24 8%09-150216
0% $ 23.68 $ - 100 $ - 0% $ 24.04 $ 0.36 100 $ 0.24 1%09-150216
13% $ 31.33 $ 9.05 100 $ 0.09 29% $ 31.80 $ 0.47 100 $ 0.32 1%09-150216
0% $ 4.10 $ 0.41 1 $ 0.41 10% $ 5.13 $ 1.03 1 $ 5.13 20%
0% Discontinued $ 14.55 $ 2.06 1 $ 14.55 14%Import
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 52.83 $ 6.08 12 $ 0.51 12% $ 56.31 $ 3.48 12 $ 4.69 6%Import
0% $ 7.03 $ 0.40 1 $ 0.40 6% $ 7.14 $ 0.11 1 $ 7.14 2%06-710401
0% $ 32.01 $ - 24 $ - 0% $ 32.50 $ 0.49 24 $ 1.35 2%06-710401
0% $ 3.40 $ 0.39 1 $ 0.39 11% $ 3.56 $ 0.16 1 $ 3.56 4%06-710401
0% $ 4.62 $ 0.09 1 $ 0.09 2% $ 5.52 $ 0.90 1 $ 5.52 16%06-7201
0% $ 1.60 $ 0.12 1 $ 0.12 8% $ 1.73 $ 0.13 1 $ 1.73 8%
0% $ 23.81 $ 2.55 2 $ 1.28 11% $ 25.73 $ 1.92 2 $ 12.87 7%06-7201
0% $ 7.93 $ 0.34 1 $ 0.34 4% $ 9.18 $ 1.25 1 $ 9.18 14%09-15012335
0% $ 52.83 $ 6.08 12 $ 0.51 12% $ 56.31 $ 3.48 12 $ 4.69 6%Import
0% $ 7.25 $ 0.35 1 $ 0.35 5% $ 7.79 $ 0.54 1 $ 7.79 7%Import
0% $ 10.00 $ 0.91 1 $ 0.91 9% $ 10.79 $ 0.79 1 $ 10.79 7%06-7201
0% $ 1.58 $ 0.06 1 $ 0.06 4% $ 1.62 $ 0.04 1 $ 1.62 2%
06-710401
0% $ 2.78 $ 0.13 1 $ 0.13 5% $ 3.07 $ 0.29 1 $ 3.07 9%06-7201
0% $ 7.03 $ 0.40 1 $ 0.40 6% $ 7.14 $ 0.11 1 $ 7.14 2%06-710401
0% $ 11.28 $ 0.54 1 $ 0.54 5% $ 12.86 $ 1.58 1 $ 12.86 12%06-710401
06-710401
16% $ 3.34 $ 0.58 12 $ 0.05 17% $ 4.24 $ 0.90 12 $ 0.35 21%03-820312
0% $ 14.34 $ 0.91 12 $ 0.08 6% $ 16.91 $ 2.57 12 $ 1.41 15%03-820312
0% $ 2.02 $ 0.06 1 $ 0.06 3% $ 2.18 $ 0.16 1 $ 2.18 7%06-7201
0% $ 36.91 $ 1.84 12 $ 0.15 5% $ 40.72 $ 3.81 12 $ 3.39 9%06-7201
0% $ 2.22 $ 0.37 1 $ 0.37 17% $ 2.40 $ 0.18 1 $ 2.40 7%06-710401
0% $ 3.65 $ 0.30 1 $ 0.30 8% $ 4.08 $ 0.43 1 $ 4.08 11%06-72010% $ 18.99 $ 1.07 3 $ 0.36 6% $ 20.68 $ 1.69 3 $ 6.89 8%06-7201
0% $ 76.06 $ 7.54 2 $ 3.77 10% $ 77.21 $ 1.15 2 $ 38.61 1%06-710401
0% $ 4.39 $ - 1 $ - 0% $ 4.96 $ 0.57 1 $ 4.96 11%06-7201
0% $ 2.24 $ 0.12 1 $ 0.12 5% $ 2.43 $ 0.19 1 $ 2.43 8%06-7201
0% $ 2.16 $ 0.10 1 $ 0.10 5% $ 2.28 $ 0.12 1 $ 2.28 5%06-710401
0% $ 36.91 $ 1.84 12 $ 0.15 5% $ 40.72 $ 3.81 12 $ 3.39 9%06-7201
06-710401
06-710401
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 5.76 $ 0.11 5 $ 0.02 2% $ 6.05 $ 0.29 5 $ 1.21 5%Import
0% $ 3.11 $ 1.04 1 $ 1.04 33% $ 4.33 $ 1.22 1 $ 4.33 28%Import
0% $ 1.10 $ 0.02 1 $ 0.02 2% $ 1.99 $ 0.89 1 $ 1.99 45%10-81
0% Discontinued Import
0% $ 1.24 $ 0.02 1 $ 0.02 2% $ 3.21 $ 1.97 1 $ 3.21 61%Import
0% $ 1.98 $ 0.04 50 $ 0.00 2% $ 2.01 $ 0.03 50 $ 0.04 1%Import
0% $ 2.33 $ 0.05 50 $ 0.00 2% $ 2.37 $ 0.04 50 $ 0.05 2%Import
0% $ 0.39 $ 0.01 1 $ 0.01 3% $ 0.87 $ 0.48 1 $ 0.87 55%Import
14% $ 0.15 $ 0.03 1 $ 0.03 20% $ 0.17 $ 0.02 1 $ 0.17 12%Import
0% $ 0.10 $ (0.02)1 $ (0.02)-20% $ 0.21 $ 0.11 1 $ 0.21 52%Import
0% $ 3.30 $ 0.30 50 $ 0.01 9% $ 3.40 $ 0.10 50 $ 0.07 3%Import
0% Discontinued 10-81
0% $ 4.08 $ 0.08 25 $ 0.00 2% $ 4.38 $ 0.30 25 $ 0.18 7%10-81
0% $ 1.89 $ 0.04 25 $ 0.00 2% $ 1.92 $ 0.03 25 $ 0.08 2%Import
0% $ 1.67 $ 0.03 50 $ 0.00 2% $ 1.70 $ 0.03 50 $ 0.03 2%Import
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 19.47 $ 1.34 50 $ 0.03 7% $ 24.62 $ 5.15 50 $ 0.49 21%09-150636
0% $ 0.33 $ 0.06 1 $ 0.06 18% $ 0.37 $ 0.04 1 $ 0.37 11%
0%Surcharge $ 748.23 $ 42.35 1 $ 42.35 6% $ 804.04 $ 55.81 1 $ 804.04 7%11-440%Surcharge $ 538.73 $ 30.49 1 $ 30.49 6% $ 578.91 $ 40.18 1 $ 578.91 7%Import
0% $ 149.07 $ 12.80 24 $ 0.53 9% $ 159.46 $ 10.39 24 $ 6.64 7%06-7904
13% $ 3.01 $ 0.87 1 $ 0.87 29% $ 3.06 $ 0.05 1 $ 3.06 2%11-44
0% $ 14.04 $ - 1 $ - 0% $ 14.92 $ 0.88 1 $ 14.92 6%
0% $ 0.77 $ 0.11 1 $ 0.11 14% $ 0.80 $ 0.03 1 $ 0.80 4%
0% $ 0.13 $ 0.01 1 $ 0.01 8% $ 0.15 $ 0.02 1 $ 0.15 13%Import0%Surcharge $ 0.94 $ 0.19 1 $ 0.19 20% $ 1.00 $ 0.06 1 $ 1.00 6%
0% $ 0.13 $ 0.01 1 $ 0.01 8% $ 0.15 $ 0.02 1 $ 0.15 13%10-88
0% $ 6.12 $ 0.71 1 $ 0.71 12% $ 6.12 $ - 1 $ 6.12 0%
0%Surcharge $ 27.23 $ 3.76 1 $ 3.76 14% $ 31.44 $ 4.21 1 $ 31.44 13%11-44
0% $ 6.42 $ 2.43 1 $ 2.43 38% $ 6.92 $ 0.50 1 $ 6.92 7%Import
18% $ 4.73 $ 0.87 1 $ 0.87 18% $ 5.89 $ 1.16 1 $ 5.89 20%
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 2.57 $ 0.25 1 $ 0.25 10% $ 2.60 $ 0.03 1 $ 2.60 1%10-54
0% $ 10.80 $ 1.13 1 $ 1.13 10% $ 11.65 $ 0.85 1 $ 11.65 7%10-54
0% $ 2.46 $ 0.19 1 $ 0.19 8% $ 2.65 $ 0.19 1 $ 2.65 7%10-54
0% $ 0.38 $ 0.09 1 $ 0.09 24% $ 0.45 $ 0.07 1 $ 0.45 16%11-490205
0% $ 4.10 $ 0.24 1 $ 0.24 6% $ 4.45 $ 0.35 1 $ 4.45 8%10-54
0% $ 12.92 $ - 1 $ - 0% $ 13.88 $ 0.96 1 $ 13.88 7%10-54
0% $ 5.23 $ 0.33 1 $ 0.33 6% $ 5.64 $ 0.41 1 $ 5.64 7%10-54
0% $ 3.54 $ 0.25 1 $ 0.25 7% $ 3.84 $ 0.30 1 $ 3.84 8%10-54
0% $ 0.58 $ 0.12 1 $ 0.12 21% $ 0.68 $ 0.10 1 $ 0.68 15%11-490205
0% $ 10.80 $ 1.13 1 $ 1.13 10% $ 11.65 $ 0.85 1 $ 11.65 7%10-54
0% $ 3.98 $ 0.12 1 $ 0.12 3% $ 4.31 $ 0.33 1 $ 4.31 8%10-54
0% $ 0.71 $ 0.15 1 $ 0.15 21% $ 0.84 $ 0.13 1 $ 0.84 15%11-490205
0% $ 38.71 $ 2.19 1 $ 2.19 6% $ 43.35 $ 4.64 1 $ 43.35 11%Import0% $ 3.33 $ 0.20 1 $ 0.20 6% $ 3.60 $ 0.27 1 $ 3.60 8%10-54
0% $ 7.64 $ 0.51 1 $ 0.51 7% $ 8.24 $ 0.60 1 $ 8.24 7%10-54
0% $ 18.89 $ 2.02 1 $ 2.02 11% $ 20.60 $ 1.71 1 $ 20.60 8%10-54
0% $ 0.27 $ 0.06 1 $ 0.06 22% $ 0.32 $ 0.05 1 $ 0.32 16%11-490205
0% $ 8.58 $ 0.53 1 $ 0.53 6% $ 9.22 $ 0.64 1 $ 9.22 7%10-54
0% $ 0.24 $ 0.05 1 $ 0.05 21% $ 0.29 $ 0.05 1 $ 0.29 17%Import
0% $ 1.14 $ 0.25 1 $ 0.25 22% $ 1.33 $ 0.19 1 $ 1.33 14%11-490205
0% $ 0.35 $ 0.08 1 $ 0.08 23% $ 0.40 $ 0.05 1 $ 0.40 13%11-490205
0% $ 0.50 $ 0.11 1 $ 0.11 22% $ 0.58 $ 0.08 1 $ 0.58 14%11-490205
0% $ 12.91 $ 0.72 1 $ 0.72 6% $ 14.06 $ 1.15 1 $ 14.06 8%10-54
0% $ 8.09 $ 1.78 1 $ 1.78 22% $ 8.77 $ 0.68 1 $ 8.77 8%11-4902050% $ 3.14 $ 0.69 1 $ 0.69 22% $ 3.63 $ 0.49 1 $ 3.63 13%11-490205
0% $ 1.43 $ 0.32 1 $ 0.32 22% $ 1.65 $ 0.22 1 $ 1.65 13%11-490205
0%Surcharge $ 862.55 $ 8.54 1 $ 8.54 1% $ 922.92 $ 60.37 1 $ 922.92 7%Import
0% $ 565.12 $ 82.11 1 $ 82.11 15% $ 613.97 $ 48.85 1 $ 613.97 8%10-54
0% $ 275.33 $ 8.05 1 $ 8.05 3% $ 283.40 $ 8.07 1 $ 283.40 3%Import
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 6.24 $ 0.57 24 $ 0.02 9% $ 6.34 $ 0.10 24 $ 0.26 2%Import0% $ 13.71 $ 1.25 12 $ 0.10 9% $ 13.92 $ 0.21 12 $ 1.16 2%Import
0% $ 8.49 $ 0.85 12 $ 0.07 10% $ 8.62 $ 0.13 12 $ 0.72 2%11-7901
0% $ 6.70 $ 0.61 12 $ 0.05 9% $ 6.81 $ 0.11 12 $ 0.57 2%11-7901
0% $ 13.71 $ 1.25 12 $ 0.10 9% $ 13.92 $ 0.21 12 $ 1.16 2%Import
0% $ 1.65 $ - 1 $ - 0% $ 1.99 $ 0.34 1 $ 1.99 17%Import
0% $ 11.53 $ 1.05 24 $ 0.04 9% $ 13.76 $ 2.23 24 $ 0.57 16%Import
0% $ 11.53 $ 1.05 24 $ 0.04 9% $ 13.76 $ 2.23 24 $ 0.57 16%11-7901
0% $ 16.99 $ - 12 $ - 0% $ 18.39 $ 1.40 12 $ 1.53 8%11-7901
0% $ 19.47 $ 1.77 12 $ 0.15 9% $ 20.95 $ 1.48 12 $ 1.75 7%11-7901
0% $ 5.01 $ 0.10 1 $ 0.10 2% $ 6.11 $ 1.10 1 $ 6.11 18%11-7901
0% $ 5.20 $ 0.47 2 $ 0.24 9% $ 6.35 $ 1.15 2 $ 3.18 18%Import0% $ 9.32 $ 1.71 1 $ 1.71 18% $ 9.32 $ - 1 $ 9.32 0%12-45
0% $ 0.92 $ - 1 $ - 0% $ 0.92 $ - 1 $ 0.92 0%
0% $ 15.43 $ - 1 $ - 0% $ 16.88 $ 1.45 1 $ 16.88 9%Import
0% $ 46.80 $ 0.92 1 $ 0.92 2% $ 51.43 $ 4.63 1 $ 51.43 9%12-45
0% $ 8.56 $ - 6 $ - 0% $ 10.09 $ 1.53 6 $ 1.68 15%11-7901
0% $ 3.88 $ - 1 $ - 0% $ 3.88 $ - 1 $ 3.88 0%
0% $ 13.66 $ - 1 $ - 0% $ 15.00 $ 1.34 1 $ 15.00 9%Import
0% $ 13.29 $ - 1 $ - 0% $ 14.60 $ 1.31 1 $ 14.60 9%Import
0% $ 18.02 $ - 1 $ - 0% $ 19.79 $ 1.77 1 $ 19.79 9%Import
0% $ 17.01 $ 1.69 1 $ 1.69 10% $ 18.67 $ 1.66 1 $ 18.67 9%Import
0% $ 23.03 $ - 1 $ - 0% $ 25.32 $ 2.29 1 $ 25.32 9%Import
0% $ 1.50 $ 0.03 1 $ 0.03 2% $ 1.50 $ - 1 $ 1.50 0%
0% $ 10.59 $ - 1 $ - 0% $ 10.59 $ - 1 $ 10.59 0%
0% $ 9.72 $ 0.64 4 $ 0.16 7% $ 11.86 $ 2.14 4 $ 2.97 18%Import
0% $ 9.26 $ 0.18 4 $ 0.04 2% $ 11.31 $ 2.05 4 $ 2.83 18%Import
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 5.22 $ 0.47 1 $ 0.47 9% $ 5.69 $ 0.47 1 $ 5.69 8%Import
0% $ 5.57 $ 0.51 1 $ 0.51 9% $ 5.94 $ 0.37 1 $ 5.94 6%
0% $ 0.89 $ (0.03)4 $ (0.01)-3% $ 1.18 $ 0.29 4 $ 0.30 25%Import
0% $ 0.87 $ 0.03 1 $ 0.03 3% $ 0.97 $ 0.10 1 $ 0.97 10%Import
21% $ 51.54 $ 17.03 1 $ 17.03 33% $ 54.41 $ 2.87 1 $ 54.41 5%12-66
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 1.71 $ 0.53 1 $ 0.53 31% $ 1.84 $ 0.13 1 $ 1.84 7%11-77
0% $ 2.39 $ 0.70 1 $ 0.70 29% $ 2.57 $ 0.18 1 $ 2.57 7%11-77
0% $ 1.91 $ 0.33 1 $ 0.33 17% $ 2.00 $ 0.09 1 $ 2.00 5%11-77
0% $ 2.07 $ 0.36 1 $ 0.36 17% $ 2.19 $ 0.12 1 $ 2.19 5%11-77
0% $ 2.32 $ 0.40 1 $ 0.40 17% $ 2.38 $ 0.06 1 $ 2.38 3%Import
0% $ 10.02 $ 1.53 1 $ 1.53 15% $ 10.68 $ 0.66 1 $ 10.68 6%Import
0% $ 3.21 $ 0.94 1 $ 0.94 29% $ 3.40 $ 0.19 1 $ 3.40 6%11-77
0% $ 2.88 $ 0.79 1 $ 0.79 27% $ 3.10 $ 0.22 1 $ 3.10 7%11-77
0% $ 3.21 $ 0.94 1 $ 0.94 29% $ 3.26 $ 0.05 1 $ 3.26 2%11-77
0% $ 12.15 $ 1.25 1 $ 1.25 10% $ 13.08 $ 0.93 1 $ 13.08 7%Import
0% $ 5.28 $ 1.14 1 $ 1.14 22% $ 5.36 $ 0.08 1 $ 5.36 1%11-77
0% $ 5.27 $ 2.45 1 $ 2.45 46% $ 5.35 $ 0.08 1 $ 5.35 1%11-77
Import
0% $ 11.07 $ 1.14 1 $ 1.14 10% $ 12.04 $ 0.97 1 $ 12.04 8%10-83
0% $ 20.11 $ 2.06 1 $ 2.06 10% $ 20.42 $ 0.31 1 $ 20.42 2%Import
0% $ 11.12 $ 1.13 1 $ 1.13 10% $ 11.97 $ 0.85 1 $ 11.97 7%Import
Import
0% $ 10.69 $ 0.61 1 $ 0.61 6% $ 10.86 $ 0.17 1 $ 10.86 2%Import
0% $ 11.77 $ 0.68 1 $ 0.68 6% $ 11.95 $ 0.18 1 $ 11.95 2%Import
0% $ 17.11 $ 1.70 1 $ 1.70 10% $ 17.37 $ 0.26 1 $ 17.37 1%Import
0% Discontinued Import
0% $ 7.90 $ 0.78 1 $ 0.78 10% $ 8.02 $ 0.12 1 $ 8.02 1%Import
0% $ 5.28 $ 0.53 1 $ 0.53 10% $ 5.36 $ 0.08 1 $ 5.36 1%Import
0% $ 10.99 $ 1.09 1 $ 1.09 10% $ 11.83 $ 0.84 1 $ 11.83 7%Import
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 2.16 $ 0.15 1 $ 0.15 7% $ 2.45 $ 0.29 1 $ 2.45 12%Import
0%Surcharge $ 4.03 $ 0.27 1 $ 0.27 7% $ 6.74 $ 2.71 1 $ 6.74 40%Import
0% $ 6.73 $ 0.56 1 $ 0.56 8% $ 9.00 $ 2.27 1 $ 9.00 25%06-71040107
0% $ 29.16 $ 3.48 1 $ 3.48 12% $ 31.64 $ 2.48 1 $ 31.64 8%Import
0%Surcharge $ 15.89 $ 2.19 1 $ 2.19 14% $ 19.91 $ 4.02 1 $ 19.91 20%06-71040107
0% $ 15.29 $ 1.00 1 $ 1.00 7% $ 21.91 $ 6.62 1 $ 21.91 30%06-71040107
0% $ 18.91 $ 2.32 12 $ 0.19 12% $ 20.35 $ 1.44 12 $ 1.70 7%Import
0% $ 5.75 $ 0.22 1 $ 0.22 4% $ 10.34 $ 4.59 1 $ 10.34 44%06-710401070% $ 6.00 $ 0.50 1 $ 0.50 8% $ 11.03 $ 5.03 1 $ 11.03 46%06-71040107
0% $ 5.60 $ 0.27 1 $ 0.27 5% $ 7.43 $ 1.83 1 $ 7.43 25%Import
0% $ 84.14 $ 14.69 1 $ 14.69 17% $ 101.58 $ 17.44 1 $ 101.58 17%11-75
0%Surcharge $ 19.67 $ 0.94 1 $ 0.94 5% $ 24.67 $ 5.00 1 $ 24.67 20%06-71040107
06-7201
0% $ 9.56 $ 1.19 1 $ 1.19 12% $ 9.76 $ 0.20 1 $ 9.76 2%Import
0%Surcharge $ 12.08 $ 1.39 1 $ 1.39 12% $ 25.90 $ 13.82 1 $ 25.90 53%06-71040107
0% $ 9.70 $ 1.12 1 $ 1.12 12% $ 14.98 $ 5.28 1 $ 14.98 35%06-71040107
0% $ 7.78 $ 0.64 1 $ 0.64 8% $ 16.61 $ 8.83 1 $ 16.61 53%06-7904
0% $ 6.73 $ 0.93 1 $ 0.93 14% $ 6.93 $ 0.20 1 $ 6.93 3%Import
0% $ 37.26 $ 4.29 1 $ 4.29 12% $ 42.08 $ 4.82 1 $ 42.08 11%Import
0% $ 13.19 $ 0.51 1 $ 0.51 4% $ 15.95 $ 2.76 1 $ 15.95 17%Import0% $ 31.56 $ 2.10 1 $ 2.10 7% $ 32.04 $ 0.48 1 $ 32.04 1%10-4201
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 2.85 $ 0.19 1 $ 0.19 7% $ 2.90 $ 0.05 1 $ 2.90 2%10-4201
0% $ 12.27 $ 0.59 1 $ 0.59 5% $ 13.28 $ 1.01 1 $ 13.28 8%10-4201
0% $ 1.83 $ 0.27 1 $ 0.27 15% $ 1.93 $ 0.10 1 $ 1.93 5%10-4201
0% $ 5.85 $ 0.28 1 $ 0.28 5% $ 6.18 $ 0.33 1 $ 6.18 5%Import
0% Discontinued Import
0% $ 2.19 $ 0.11 100 $ 0.00 5% $ 2.23 $ 0.04 100 $ 0.02 2%10-4201
0% $ 13.66 $ 1.46 1 $ 1.46 11% $ 14.32 $ 0.66 1 $ 14.32 5%10-4201
0% $ 11.76 $ 1.01 1 $ 1.01 9% $ 12.66 $ 0.90 1 $ 12.66 7%10-4201
0% $ 11.38 $ 1.22 1 $ 1.22 11% $ 11.93 $ 0.55 1 $ 11.93 5%10-4201
0% $ 1.17 $ 0.05 1000 $ 0.00 4% $ 1.26 $ 0.09 1000 $ 0.00 7%Import
0% $ 1.23 $ 0.06 1 $ 0.06 5% $ 1.31 $ 0.08 1 $ 1.31 6%Import
0% $ 9.76 $ 0.55 100 $ 0.01 6% $ 9.91 $ 0.15 100 $ 0.10 2%10-4201
0% $ 1.27 $ 0.15 10 $ 0.02 12% $ 1.38 $ 0.11 10 $ 0.14 8%10-4201
0% $ 3.72 $ 0.24 1 $ 0.24 6% $ 4.00 $ 0.28 1 $ 4.00 7%Import
0% $ 1.12 $ 0.06 1000 $ 0.00 5% $ 1.19 $ 0.07 1000 $ 0.00 6%Import0% $ 1.51 $ 0.07 1 $ 0.07 5% $ 1.54 $ 0.03 1 $ 1.54 2%10-4201
0% $ 11.30 $ 0.96 1 $ 0.96 8% $ 12.13 $ 0.83 1 $ 12.13 7%10-4201
0% $ 6.91 $ 0.33 1 $ 0.33 5% $ 7.43 $ 0.52 1 $ 7.43 7%Import
0% $ 4.13 $ 0.20 1 $ 0.20 5% $ 4.20 $ 0.07 1 $ 4.20 2%Import
0% $ 2.58 $ 0.17 1 $ 0.17 7% $ 2.78 $ 0.20 1 $ 2.78 7%Import
0% $ 1.23 $ 0.06 1 $ 0.06 5% $ 1.27 $ 0.04 1 $ 1.27 3%Import
0% $ 3.94 $ 0.29 1 $ 0.29 7% $ 4.35 $ 0.41 1 $ 4.35 9%Import
0% $ 3.15 $ 0.15 1 $ 0.15 5% $ 3.56 $ 0.41 1 $ 3.56 12%Import0% $ 0.07 $ - 1 $ - 0% $ 0.07 $ - 1 $ 0.07 0%10-4201
0% $ 3.00 $ 0.14 1 $ 0.14 5% $ 3.05 $ 0.05 1 $ 3.05 2%Import
0% $ 7.48 $ 0.36 50 $ 0.01 5% $ 8.05 $ 0.57 50 $ 0.16 7%Import
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
Import
0% $ 1.49 $ 0.07 1 $ 0.07 5% $ 1.61 $ 0.12 1 $ 1.61 7%Import
0% $ 2.33 $ 0.40 1 $ 0.40 17% $ 2.51 $ 0.18 1 $ 2.51 7%Import
0% $ 179.49 $ 18.22 1 $ 18.22 10% $ 191.29 $ 11.80 1 $ 191.29 6%Import
0% $ 134.70 $ 6.41 1 $ 6.41 5% $ 152.82 $ 18.12 1 $ 152.82 12%Import
0% $ 65.16 $ 11.66 1 $ 11.66 18% $ 71.99 $ 6.83 1 $ 71.99 9%Import
0% $ 194.59 $ 3.82 1 $ 3.82 2% $ 217.06 $ 22.47 1 $ 217.06 10%Import
Import
0% $ 57.25 $ 3.75 1 $ 3.75 7% $ 58.92 $ 1.67 1 $ 58.92 3%Import
0% $ 96.89 $ 9.01 1 $ 9.01 9% $ 98.35 $ 1.46 1 $ 98.35 1%Import
0% Discontinued Import
0% $ 185.18 $ - 1 $ - 0% $ 187.96 $ 2.78 1 $ 187.96 1%Import
0% $ 378.09 $ 18.00 1 $ 18.00 5% $ 383.77 $ 5.68 1 $ 383.77 1%Import
0% $ 199.19 $ 3.91 1 $ 3.91 2% $ 202.18 $ 2.99 1 $ 202.18 1%Import
0% $ 270.75 $ 12.89 1 $ 12.89 5% $ 274.82 $ 4.07 1 $ 274.82 1%Import
0% Discontinued Import
0% $ 135.80 $ 6.47 1 $ 6.47 5% $ 137.84 $ 2.04 1 $ 137.84 1%Import
0% $ 114.92 $ - 1 $ - 0% $ 127.06 $ 12.14 1 $ 127.06 10%10-42
0% $ 198.58 $ - 1 $ - 0% $ 227.06 $ 28.48 1 $ 227.06 13%Import
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 18.52 $ 2.24 100 $ 0.02 12% $ 23.29 $ 4.77 100 $ 0.23 20%11-71
0% $ 0.80 $ 0.06 1 $ 0.06 8% $ 0.95 $ 0.15 1 $ 0.95 16%11-710217
0% $ 4.07 $ 0.23 100 $ 0.00 6% $ 4.38 $ 0.31 100 $ 0.04 7%11-710144
15% $ 0.41 $ 0.07 1 $ 0.07 17% $ 0.44 $ 0.03 1 $ 0.44 7%Import
0% $ 0.99 $ 0.07 1 $ 0.07 7% $ 1.16 $ 0.17 1 $ 1.16 15%11-710217
0% $ 7.10 $ 0.93 1 $ 0.93 13% $ 7.53 $ 0.43 1 $ 7.53 6%11-710217
0% $ 7.10 $ 0.93 1 $ 0.93 13% $ 7.53 $ 0.43 1 $ 7.53 6%11-710217
0% $ 0.29 $ 0.04 1 $ 0.04 14% $ 0.32 $ 0.03 1 $ 0.32 9%11-79
24% $ 1.39 $ 0.34 1 $ 0.34 24% $ 1.50 $ 0.11 1 $ 1.50 7%11-71
25% $ 4.45 $ 1.19 1 $ 1.19 27% $ 4.62 $ 0.17 1 $ 4.62 4%Import
0% $ 0.60 $ 0.07 1 $ 0.07 12% $ 0.64 $ 0.04 1 $ 0.64 6%Import
0% $ 1.31 $ 0.15 1 $ 0.15 11% $ 1.76 $ 0.45 1 $ 1.76 26%11-710216
25% $ 1.19 $ 0.30 1 $ 0.30 25% $ 1.28 $ 0.09 1 $ 1.28 7%Import
25% $ 1.18 $ 0.30 1 $ 0.30 25% $ 1.27 $ 0.09 1 $ 1.27 7%Import
0% $ 14.48 $ 0.69 1 $ 0.69 5% $ 15.59 $ 1.11 1 $ 15.59 7%Import
0% $ 0.28 $ 0.01 1 $ 0.01 4% $ 0.32 $ 0.04 1 $ 0.32 13%Import
0% $ 0.80 $ 0.06 1 $ 0.06 8% $ 0.95 $ 0.15 1 $ 0.95 16%11-710217
25% $ 9.02 $ 2.21 1 $ 2.21 25% $ 9.71 $ 0.69 1 $ 9.71 7%Import
0% $ 0.80 $ 0.06 1 $ 0.06 8% $ 0.95 $ 0.15 1 $ 0.95 16%11-710217
0% $ 0.47 $ 0.05 1 $ 0.05 11% $ 0.51 $ 0.04 1 $ 0.51 8%11-79
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 3.03 $ 0.25 1 $ 0.25 8% $ 3.78 $ 0.75 1 $ 3.78 20%06-2106-21
0% $ 3.03 $ 0.25 1 $ 0.25 8% $ 3.78 $ 0.75 1 $ 3.78 20%06-21
0% $ 3.03 $ 0.25 1 $ 0.25 8% $ 3.78 $ 0.75 1 $ 3.78 20%06-21
0% $ 3.03 $ 0.25 1 $ 0.25 8% $ 3.78 $ 0.75 1 $ 3.78 20%06-21
06-21
0% $ 3.03 $ 0.25 1 $ 0.25 8% $ 3.78 $ 0.75 1 $ 3.78 20%06-21
06-21
0% $ 16.73 $ 0.33 1 $ 0.33 2% $ 20.84 $ 4.11 1 $ 20.84 20%06-21
0% $ 3.57 $ 0.30 1 $ 0.30 8% $ 4.56 $ 0.99 1 $ 4.56 22%06-21
06-21
0% $ 3.03 $ 0.25 1 $ 0.25 8% $ 3.78 $ 0.75 1 $ 3.78 20%06-21
06-210% Discontinued 06-21
0% $ 4.33 $ 0.39 1 $ 0.39 9% $ 5.38 $ 1.05 1 $ 5.38 20%06-21
0% $ 3.57 $ 0.30 1 $ 0.30 8% $ 4.56 $ 0.99 1 $ 4.56 22%06-210% $ 4.29 $ 0.35 1 $ 0.35 8% $ 5.37 $ 1.08 1 $ 5.37 20%06-21
0% $ 3.03 $ 0.25 1 $ 0.25 8% $ 3.78 $ 0.75 1 $ 3.78 20%06-21
0% $ 86.06 $ 4.10 1 $ 4.10 5% $ 107.19 $ 21.13 1 $ 107.19 20%06-21
0% Discontinued 06-21
0% $ 2.82 $ 0.23 1 $ 0.23 8% $ 3.60 $ 0.78 1 $ 3.60 22%06-21
06-21
0% $ 0.73 $ 0.07 1 $ 0.07 10% $ 0.75 $ 0.02 1 $ 0.75 3%Import
0% $ 0.49 $ 0.04 1 $ 0.04 8% $ 0.49 $ - 1 $ 0.49 0%Import
0% $ 3.80 $ 0.28 6 $ 0.05 7% $ 3.86 $ 0.06 6 $ 0.64 2%15-9705020% $ 1.15 $ 0.27 1 $ 0.27 23% $ 1.17 $ 0.02 1 $ 1.17 2%Import
0% $ 1.36 $ 0.14 2 $ 0.07 10% $ 1.39 $ 0.03 2 $ 0.70 2%15-970502
0% $ 1.16 $ 0.32 1 $ 0.32 28% $ 1.18 $ 0.02 1 $ 1.18 2%Import
0% $ 0.44 $ 0.06 1 $ 0.06 14% $ 0.44 $ - 1 $ 0.44 0%15-970502
0% $ 1.00 $ 0.12 1 $ 0.12 12% $ 1.02 $ 0.02 1 $ 1.02 2%15-970502
0% $ 4.33 $ 0.39 1 $ 0.39 9% $ 5.52 $ 1.19 1 $ 5.52 22%06-21
0% $ 71.34 $ 8.21 1 $ 8.21 12% $ 85.59 $ 14.25 1 $ 85.59 17%06-21
06-21
0% $ 15.70 $ - 1 $ - 0% $ 19.57 $ 3.87 1 $ 19.57 20%06-21
0% $ 4.33 $ 0.39 1 $ 0.39 9% $ 5.52 $ 1.19 1 $ 5.52 22%06-21
0% $ 71.34 $ 8.21 1 $ 8.21 12% $ 85.59 $ 14.25 1 $ 85.59 17%06-21
0% Discontinued 06-21
0% $ 16.73 $ 0.33 1 $ 0.33 2% $ 20.84 $ 4.11 1 $ 20.84 20%06-21
06-21
0% $ 16.73 $ 0.33 1 $ 0.33 2% $ 20.84 $ 4.11 1 $ 20.84 20%06-21
0% $ 3.04 $ 0.25 1 $ 0.25 8% $ 3.87 $ 0.83 1 $ 3.87 21%06-21
0% $ 71.34 $ 8.21 1 $ 8.21 12% $ 87.75 $ 16.41 1 $ 87.75 19%06-21
06-21
0% $ 16.73 $ 0.33 1 $ 0.33 2% $ 20.84 $ 4.11 1 $ 20.84 20%06-21
06-21
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 4.84 $ 0.32 1 $ 0.32 7% $ 5.61 $ 0.77 1 $ 5.61 14%Import
0% $ 13.12 $ 0.26 1 $ 0.26 2% $ 17.70 $ 4.58 1 $ 17.70 26%Import
Import
0% $ 9.90 $ 0.29 1 $ 0.29 3% $ 11.01 $ 1.11 1 $ 11.01 10%Import
0% $ 6.17 $ 0.24 1 $ 0.24 4% $ 6.78 $ 0.61 1 $ 6.78 9%Import
0% $ 1.21 $ 0.01 1 $ 0.01 1% $ 1.29 $ 0.08 1 $ 1.29 6%Import
0% $ 7.47 $ 0.74 1 $ 0.74 10% $ 8.03 $ 0.56 1 $ 8.03 7%Import
0% $ 7.11 $ - 1 $ - 0% $ 8.70 $ 1.59 1 $ 8.70 18%Import
0% $ 7.84 $ 0.15 1 $ 0.15 2% $ 7.96 $ 0.12 1 $ 7.96 2%15-7
Import
0% $ 32.21 $ 3.21 1 $ 3.21 10% $ 32.21 $ - 1 $ 32.21 0%Import
0% $ 3.56 $ 0.01 50 $ 0.00 0% $ 3.82 $ 0.26 50 $ 0.08 7%Import
0% $ 4.03 $ 0.44 4 $ 0.11 11% $ 4.13 $ 0.10 4 $ 1.03 2%Import
0% $ 0.44 $ - 1 $ - 0% $ 0.50 $ 0.06 1 $ 0.50 12%Import
0% $ 11.97 $ 1.08 1 $ 1.08 9% $ 12.24 $ 0.27 1 $ 12.24 2%15-7
0% $ 7.66 $ 0.82 1 $ 0.82 11% $ 7.78 $ 0.12 1 $ 7.78 2%Import
0% $ 23.56 $ 0.46 1 $ 0.46 2% $ 23.92 $ 0.36 1 $ 23.92 2%
0% $ 6.83 $ 0.13 1 $ 0.13 2% $ 6.94 $ 0.11 1 $ 6.94 2%Import
0% $ 36.84 $ 0.72 1 $ 0.72 2% $ 41.60 $ 4.76 1 $ 41.60 11%Import
0% $ 90.09 $ 14.95 2 $ 7.48 17% $ 94.69 $ 4.60 2 $ 47.35 5%Import
0% $ 4.61 $ 0.05 100 $ 0.00 1% $ 4.89 $ 0.28 100 $ 0.05 6%Import
0% $ 29.95 $ 1.43 1 $ 1.43 5% $ 30.40 $ 0.45 1 $ 30.40 1%Import
0% $ 2.58 $ 0.05 1 $ 0.05 2% $ 2.62 $ 0.04 1 $ 2.62 2%
0% Discontinued Import
0% $ 25.90 $ 5.50 1 $ 5.50 21% $ 26.29 $ 0.39 1 $ 26.29 1%Import
0% $ 7.05 $ 0.75 1 $ 0.75 11% $ 7.18 $ 0.13 1 $ 7.18 2%Import
October 2021
% increase January 2022 Price January 2022
Price Increase Current UOM
January 2022
Price of Each
Individual Item in
the UOM
January 2022
% increase PPI July 2022
Price
July 2022
Price Increase Current UOM
July 2022 Price
of Each
Individual Item
in the UOM
July 2022 %
increase PPI
0% $ 16.92 $ - 200 $ - 0% $ 20.11 $ 3.19 200 $ 0.10 16%Import
0% $ 15.06 $ - 100 $ - 0% $ 15.47 $ 0.41 100 $ 0.15 3%Import
0% $ 2.81 $ 0.37 1 $ 0.37 13% $ 2.86 $ 0.05 1 $ 2.86 2%Import
0% $ 5.70 $ 0.37 1 $ 0.37 6% $ 6.36 $ 0.66 1 $ 6.36 10%09-15
0% $ 2.67 $ 0.05 1 $ 0.05 2% $ 2.83 $ 0.16 1 $ 2.83 6%15-71
0% $ 46.32 $ 4.96 100 $ 0.05 11% $ 47.49 $ 1.17 100 $ 0.47 2%Import
0% Discontinued Import
0% $ 19.85 $ 2.59 10 $ 0.26 13% $ 20.15 $ 0.30 10 $ 2.02 1%15-71
0% $ 1.09 $ 0.02 1 $ 0.02 2% $ 1.23 $ 0.14 1 $ 1.23 11%Import
0% $ 1.92 $ 0.04 1 $ 0.04 2% $ 2.58 $ 0.66 1 $ 2.58 26%Import
0% $ 16.00 $ - 1 $ - 0% $ 16.93 $ 0.93 1 $ 16.93 5%Import
0% $ 5.49 $ 0.45 1 $ 0.45 8% $ 6.54 $ 1.05 1 $ 6.54 16%15-71
0% $ 18.72 $ - 50 $ - 0% $ 19.22 $ 0.50 50 $ 0.38 3%Import
0% $ 5.31 $ - 100 $ - 0% $ 5.39 $ 0.08 100 $ 0.05 1%Import
10% $ 1.52 $ 0.23 1 $ 0.23 15% $ 2.70 $ 1.18 1 $ 2.70 44%06-140341
0% $ 10.89 $ (1.49)100 $ (0.01)-14% $ 11.21 $ 0.32 100 $ 0.11 3%Import
0% $ 0.86 $ 0.13 1 $ 0.13 15% $ 0.88 $ 0.02 1 $ 0.88 2%Import
Exhibit C
State of Florida Price Sheet
Percentage Discount Off Product Category
Product Category Florida
Discount
Janitorial Equipment & Supplies (does not include Sanitation Cleaning Chemicals) 20%
Sanitation Cleaning Chemicals & Supplies (does not include Janitorial Equipment & Supplies) 25%
Fasteners 38%
Material Handling 14%
Plumbing 23%
Power Source 22%
Outdoor Garden 16%
Lamps, Lighting, Ballasts 25%
HVAC *Grainger offers a deeper discount of 43% on HVAC Filters.
20%
Hand Tools 17%
Power Tools (excluding automotive related tools and products) 14%
Electrical 26%
Paint 16%
Security 20%
Safety
*Grainger offer includes Facility Safety, Footwear, and People Safety. 22%
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0756
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Public Utilities
Agenda Number: 12.2
SUBJECT/RECOMMENDATION:
Approve Supplemental Work Order 3 to Black and Veatch, Inc., of Tampa, FL, for SCADA
Master Plan Project Management Services (20-0016-UT) in the amount of $62,500.00,
increasing the work order from $143,080.00 to $205,580.00, and authorize the appropriate
officials to execute same. (consent)
SUMMARY:
The Public Utilities Department manages its water, wastewater, and reclaimed water systems
utilizing computerized Supervisory Control and Data Acquisition (SCADA) systems at all of its
treatment facilities and remotely monitored sites, with access for monitoring through system
computers in various locations. This project is developing a Master Plan and implementation
strategy for the SCADA systems to ensure customers are served, infrastructure is sustained,
and compliance obligations are met. The independent review and evaluation considers best
practices and industry standards, identify recommendations for upgrades and/or
improvements, and will be used as a guide for budgeting and planning for future SCADA
system additions and enhancements.
Due to the complex nature of the work, the city is utilizing a consultant to act as project
manager overseeing the work of the Engineer of Record (EOR) developing the SCADA Master
Plan (McKim & Creed, Inc. of Clearwater, FL via Request for Qualifications #01-21).
June 2021, City Manager approved the initial work order to Black & Veatch (B&V) to provide
SCADA Master Plan project management services in the amount of $90,950.00. The original
work order was established so B&V could help the city and McKim & Creed (M&C) develop the
scope of work for completing the SCADA Master Plan.
May 2022, City Council approved the M&C Work Order in addition to a B&V Supplemental Work
Order One for additional project management services in the amount of $39,630.00 for a new
work order value of $130,580.00.
April 2023, City Manager approved Supplemental Work Order Two to continue to provide
project management services in the amount of $12,500.00 for a new work order value of
$143,080.00. This step was necessary so B&V could continue to act as project manager,
overseeing the work performed by M&C, while Supplemental Work Order Three was brought to
City Council for approval.
Supplemental Work Order Three is to provide additional project management services to
account for the expected duration of the project in the amount of $62,500.00 for a new work
order value of $205,580.00.
APPROPRIATION CODE AND AMOUNT:
3217321-530100-96721
Funds are available in capital improvement project 96721, Water System R&R Maintenance, to
fund this supplemental work order.
Page 1 City of Clearwater Printed on 7/10/2023
Black & Veatch City of Clearwater
Consultant Work Order Page 1 of 8 Revised: 11/28/2022
CONSULTANT WORK ORDER
Supplement Number 3
Date:6/9/2023
1. PROJECT INFORMATION:
Project Title:SCADA Master Plan PM Services
City Project Number:20-0016-UT
City Plan Set Number:N/A
Consultant Project Number:409382
2. SCOPE OF SERVICES:
The City of Clearwater (City) has an ongoing SCADA Master Plan project. The SCADA
Master Plan will address utility systems (potable water, wastewater, and reclaimed water
facilities including plants, booster pump stations, wastewater pump stations, wellfields,
monitored interconnects, and cyber security). The City selected McKim & Creed
(Consultant) to develop the Master Plan via RFQ #01-21. Black & Veatch (ENGINEER) is
performing project management services in support of the SCADA Master Plan project,
working as an extension of City staff. The Engineer’s original Work Order included effort
to help the city and Consultant develop its scope of work (M&C’s). Engineer’s
Supplemental 1 Work Order was to account for managing the project. It has since been
determined that additional time is required to manage the project, hence this
Supplemental 3 Work Order (Supplemental 2 was approved by the City Manager while
this Supplemental 3 is taken to City Council for approval) provides for additional funding
to continue the managing project for an additional estimated 8 months. This section
outlines the tasks and types of activities that can be performed by ENGINEER to provide
PM support during the SCADA Master Plan project. All services under this Work Order
have been categorized under “Phase I - Pre-Design”.
The original Work Order, Supplemental 1, and Supplemental 2 had the following tasks:
Task 1:Project Initiation
Task 2:As-Needed Management Support of SCADA Master Plan Project
Task 3: Project Management and Administration
Task 4: Other Direct Costs (ODCs)
CONSULTANT WORK ORDER – SUPPLEMENTAL 3
SCADA Master Plan PM Services
Black & Veatch 20-0016-UT City of Clearwater
Consultant Work Order Page 2 of 8 Revised: 11/28/2022
Task 5: Not Used
Task 6: As-Needed Management Support of SCADA Master Plan Project
(Supplemental 1)
Task 7: Project Management and Administration (Supplemental 1)
Task 8: As-Needed Management Support of SCADA Master Plan Project
(Supplemental 2)
Task 9: Project Management and Administration (Supplemental 2)
Task 10: Other Direct Costs (Supplemental 2)
This Supplemental 3 Work Order proposes to add the following tasks:
Task 11: As-Needed Management Support of SCADA Master Plan Project
(Supplemental 3)
Task 12: Project Management and Administration (Supplemental 3)
Task 13: Other Direct Costs (Supplemental 3)
The additional work is described below.
I. PRE-DESIGN PHASE:
Task 11: As-Needed Management Support of SCADA Master Plan Project
The types of services that ENGINEER may provide under this task include a variety of
support activities which have been grouped by category. These are not intended to be
subtasks, rather to illustrate the breadth of services that are offered under this task.
Coordinate Scheduling of Project Meetings and Workshops
a. View City calendars to facilitate scheduling of meetings.
b. Attend standing recurring progress meetings that could be cancelled in weeks
when not needed. Prepare minutes and provide to City.
c. Coordinate scheduling of single occurrence meetings when needed.
d. Other administrative matters to support the project and follow City procedures.
Attend SCADA Master Plan Project Meetings and Workshops
a. Attendance by one or more ENGINEER staff, depending on discussion topics.
Meetings are assumed to be virtual.
b. Assist with communicating the City’s position on discussion topics.
c. Review agendas and meeting minutes prepared by Consultant.
d. Attend site visits to accompany Consultant, their subconsultants, and represent
the City.
CONSULTANT WORK ORDER – SUPPLEMENTAL 3
SCADA Master Plan PM Services
Black & Veatch 20-0016-UT City of Clearwater
Consultant Work Order Page 3 of 8 Revised: 11/28/2022
General Project / Team Coordination
a. Receive information requests from Consultant, coordinate with City staff to
facilitate provision of data.
b. Coordinate participation of 3rd-party consultants as requested by the City.
c. Upload Project Summary, Meeting Minutes, and Invoices onto City’s SharePoint.
Review Consultant Deliverables and Facilitate City Review
a. Receive and track deliverables from Consultant. Consultant will submit
deliverables to ENGINEER and CC the City (for no action until ENGINEER performs
review, see Item b).
b. Perform technical and editorial reviews. Insert ENGINEER’s comments into
review documents and City-provided comment matrix. Send ENGINEER-
commented document to City project team for review. It is anticipated that most
deliverables will be reviewed by ENGINEER within 1 week, but longer or more
complex deliverables may take 2 weeks.
c. Receive and organize comments back from City reviewers.
d. Compile comments, route back to Consultant.
e. Overall 3-week turnaround on review of deliverables (including City and
ENGINEER reviews of Consultant deliverables). Deviations to the timeline by any
party (e.g., late input/ submissions or requiring additional input to be discussed
verbally), complex/ long deliverable may result in longer overall turnaround
times.
f. Review Consultant-prepared schedule and provide markups comments for
incorporation and inclusion in next invoice packet and discussion at next
progress meeting.
Consultant Invoicing Support
a. Review Consultant invoices and progress reports; provide recommendations for
payment.
b. Provide additional assistance on Consultant invoice-related matters.
c. Follow procedures and workflow graphics described in the Project Management
Procedures Manual that ENGINEER developed under Task 1 of the original Work
Order.
Task 12: Project Management and Administration
ENGINEER will perform general administrative duties associated with the project,
including Supplemental 3 budget set-up, resource management, Quality
Assurance/Quality Control Plan development, work progress monitoring, scheduling,
budget monitoring and controlling, general correspondence, office administration, and
invoicing. Monthly progress reports will be prepared and delivered with each ENGINEER’s
invoice.
CONSULTANT WORK ORDER – SUPPLEMENTAL 3
SCADA Master Plan PM Services
Black & Veatch 20-0016-UT City of Clearwater
Consultant Work Order Page 4 of 8 Revised: 11/28/2022
ENGINEER will maintain an accurate project documentation, filing, and project cost
accounting system throughout the project. ENGINEER will maintain continuous control
over the quality of all its work efforts. This will include oversight and review by the
engineers, project manager, and other staff, the time for which is included in the Task 11
budget.
II. DESIGN PHASE:
N/A.
III. FINAL DESIGN PHASE:
N/A.
IV. BIDDING PHASE:
N/A.
V. CONSTRUCTION PHASE:
N/A.
3. PROJECT GOALS:
The goal of this project is for ENGINEER to provide Project Management support
services to the City for the SCADA Master Plan project.
Task 11 Deliverables: Dependent on services requested. To be determined.
Task 12 Deliverables: Monthly progress reports provided with ENGINEER’s invoices.
4. FEES:
See schedule “A”.
This price includes all labor and expenses anticipated to be incurred by Black & Veatch
for the completion of these tasks in accordance with Professional Services Method “A” –
Hourly Rate, for a fee not to exceed Sixty-Two Thousand Five Hundred Dollars
($62,500.00).
No permit costs are anticipated or included for this project. The total cost per task is
included in Attachment “A”.
5. SCHEDULE:
This Supplemental 3 is projected to cover ENGINEER’s work until December 2023 based
on historical average monthly ENGINEER costs. Any unused funds will not be billed to
the City. The project will be phased as follows:
CONSULTANT WORK ORDER – SUPPLEMENTAL 3
SCADA Master Plan PM Services
Black & Veatch 20-0016-UT City of Clearwater
Consultant Work Order Page 5 of 8 Revised: 11/28/2022
Task Anticipated
Duration Anticipated Dates Actual Dates
Notice to Proceed
(NTP)
6/7/21 6/7/21
1, 2, 3, 4 (Original
Work Order)
12 months 6/7/21 to 6/7/22 6/7/21 to 6/7/22
(12 months)
6, 7 (Supplemental 1
Work Order)
+ 6 months 6/8/22 to 12/31/22 6/8/22 to 2/28/23
(+ 8 months)
8, 9, 10 (Supplemental
2 Work Order)
+ 2 months 3/1/23 to 5/1/23 TBD
11, 12, 13 (this
Supplemental 3 Work
Order)
+ 8 months 5/2/23 to 12/31/23 TBD
6. STAFF ASSIGNMENT:
The City’s staff assignments to this project include:
Richard Gardner, P.E. Public Utilities Director
Michael Flanigan Public Utilities Assistant Director
Jeremy Brown, P.E. Engineering Manager, Utilities
Daniel Trueblood Public Utilities Infrastructure Maintenance Manager
TBD Public Utilities Infrastructure Maintenance Assistant
Manager
Michael Vacca Public Utilities Water and Sewer Infrastructure Manager
Fred Hemerick Public Utilities Water Quality and Production Assistant
Manager
Christina Goodrich Public Utilities Wastewater Environmental Technologies
Manager
Travis Teuber Public Utilities Wastewater Environmental Technologies
Assistant Manager
The ENGINEER’s staff assignments to this project include:
Rafael E. Frias III, P.E. Associate Vice President
Andy Westfall, P.E., ENV SP Client Services Director
Rebecca Oliva, P.E., BCEE, ENV SP, PMP Project Manager
CONSULTANT WORK ORDER – SUPPLEMENTAL 3
SCADA Master Plan PM Services
Black & Veatch 20-0016-UT City of Clearwater
Consultant Work Order Page 6 of 8 Revised: 11/28/2022
Laurie Kusmaul Engineering Manager, Control System
Programmer
Rama Pandkar Staff Engineer
7. CORRESPONDENCE/REPORTING PROCEDURES:
Consultant’s project correspondence shall be directed to:
Rebecca Oliva with copies to Laurie Kusmaul.
All City project correspondence shall be directed to:
Jeremy Brown with copies to Richard Gardner and Michael Flanigan.
8. INVOICING/FUNDING PROCEDURES:
City Invoicing Code: _________3217321-530100-96721____________________
For work performed, invoices shall be submitted monthly to:
ATTN DIVISION CONTROLLER
CITY OF CLEARWATER, PUBLIC UTILITIES DEPARTMENT/ENGINEERING
PO BOX 4748
CLEARWATER, FLORIDA 33758-4748
Contingency services will be billed as incurred only after written authorization provided
by the City to proceed with those services. (Not applicable).
9. INVOICING PROCEDURES:
At a minimum, in addition to the invoice amount(s) the following information shall be
provided on all invoices submitted on the Work Order:
1. Purchase Order, Project and Invoice Numbers and Contract Amount.
2. The time period (begin and end date) covered by the invoice.
3. A short narrative summary of activities completed in the time period.
4. Contract billing method – Lump Sum or Hourly Rate.
5. If Lump Sum, the percent completion, amount due, previous amount earned and
total earned to date for all tasks (direct costs, if any, shall be included in lump
sum amount).
6. If Hourly Rate, hours, hourly rates, names of individuals being billed, amount
due, previous amount earned, the percent completion, total earned to date for
each task and other direct costs (receipts will be required for any single item
with a cost of $50 or greater or cumulative monthly expenses greater than
$100).
7. If the Work Order is funded by multiple funding codes, an itemization of tasks
and invoice amounts by funding code.
CONSULTANT WORK ORDER – SUPPLEMENTAL 3
SCADA Master Plan PM Services
Black & Veatch 20-0016-UT City of Clearwater
Consultant Work Order Page 7 of 8 Revised: 11/28/2022
10. CONSIDERATIONS:
Consultant acknowledges the following:
1. The Consultant named above is required to comply with Section 119.0701,
Florida Statutes, where applicable.
2. All City directives shall be provided by the City Project Manager.
3. “Alternate equals” shall not be approved until City Project Manager agrees.
4. All submittals must be accompanied by evidence each has been internally
checked for QA/QC before providing to City.
5. Consultants/Contractors are not permitted to use City-owned equipment (i.e.
sampling equipment, etc.).
6. Documents posted on City website must ADA accessible.
11. ADDITIONAL CONSIDERATIONS:
All work orders should include considerations for the following:
1. Sea Level Rise and Flood Resilience, as applicable.
2. Submittal of a Critical Path Method (CPM) Schedule(s).
3. Submittal of a Project Catalog with the following items, as appropriate:
a. Data requests, assumptions, critical correspondence, meeting agenda,
sign-in sheets, meeting minutes, document comment-response log(s),
technical memorandum/reports, addenda, progress reports, regulatory
correspondence, and other project-related documents.
b. If construction project, also include design plans, conformed plans,
change orders, field orders, RFIs, work change directives, addenda,
progress reports, shop drawing and progress submittals, as-builts, record
drawings, and other project-related documents such as O&M manuals
and warranty information.
c. At the conclusion of the project, ENGINEER will combine this information
into a Project Catalog and submit to the City for review and comment.
4. Arc Flash labeling requirements:
a. All electrical designs and construction shall adhere to NFPA 70 E
“Standard for Electrical Safety in the Workplace”.
b. Updated calculations of Fault and Arc Flash, and provisions for new or
updated Arc Flash equipment labeling shall be included in the contract
documents.
12. SPECIAL CONSIDERATIONS:
None.
CONSULTANT WORK ORDER – SUPPLEMENTAL 3
SCADA Master Plan PM Services
Black & Veatch 20-0016-UT City of Clearwater
Consultant Work Order Page 8 of 8 Revised: 11/28/2022
13. SIGNATURES:
PREPARED BY: APPROVED BY:
Rafael E. Frias III, P.E. Richard Gardner, P.E.
Vice President Public Utilities Director
Black & Veatch City of Clearwater
Date Date
5/8/2023
ATTACHMENT “A”
CONSULTANT WORK ORDER – PROJECT FEES TABLE
SCADA Master Plan PM Services
Black & Veatch 20-0016-UT City of Clearwater
Consultant Work Order – Project Fees Table Page 1 of 1 Revised: 11/28/2022
CONSULTANT WORK ORDER –
SUPPLEMENTAL 3
PROJECT FEES TABLE
Task Description Subconsultant
Services
Labor Total
11 As-Needed Management Support of
SCADA Master Plan Project
(Supplemental 3)
$0 $45,583 $45,583
12 Project Management and
Administration (Supplemental 3)
$0 $11,513 $11,513
SUBTOTAL $57,096
13 Other Direct Costs (Supplemental 3)$5,404
GRAND TOTAL:$62,500
ATTACHMENT “B”
CONSULTANT WORK ORDER – CITY DELIVERABLES
SCADA Master Plan PM Services
Black & Veatch 20-0016-UT City of Clearwater
Consultant Work Order – City Deliverables Page 1 of 1 Revised: 11/28/2022
CONSULTANT WORK ORDER
CITY DELIVERABLES
1. FORMAT:
The design plans shall be compiled utilizing the following methods:
1. City of Clearwater CAD standards.
2. Datum: Horizontal and Vertical datum shall be referenced to North American
Vertical Datum of 1988 (vertical) and North American Datum of 1983/90
(horizontal). The unit of measurement shall be the United States Foot. Any
deviation from this datum will not be accepted unless reviewed by City of
Clearwater Engineering/Geographic Technology Division.
2. DELIVERABLES:
The design plans shall be produced on bond material, 24" x 36" at a scale of 1" = 20’
unless approved otherwise. Upon completion the consultant shall deliver all drawing
files in digital format with all project data in Autodesk Civil 3D file format.
NOTE: If approved deviation from Clearwater CAD standards are used the Consultant
shall include all necessary information to aid in manipulating the drawings including
either PCP, CTB file or pen schedule for plotting. The drawing file shall include only
authorized fonts, shapes, line types or other attributes contained in the standard
release of Autodesk, Inc. software. All block references and references contained within
the drawing file shall be included. Please address any questions regarding format to Mr.
Tom Mahony, at (727) 562-4762 or email address Tom.Mahony@myClearwater.com.
All electronic files (including CAD and Specification files) must be delivered upon
completion of project or with 100% plan submittal to City of Clearwater.
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0820
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Public Utilities
Agenda Number: 12.3
SUBJECT/RECOMMENDATION:
Award a construction contract to TLC Diversified, Inc. of Palmetto, FL, in the amount of
$7,933,000.00 for the Lift Station 16 Pierce Street Rehabilitation project pursuant to Invitation to
Bid (ITB) 20-0008-UT, approve Supplemental Work Order 3 to Stantec Inc. for Construction
Engineering Services in the amount of $203,819.00, increasing work order from $580,564.00 to
$784,383.00, and authorize the appropriate officials to execute same. (consent)
SUMMARY:
Due to age and increasing capacity requirements identified in the Wastewater Collection
System Master Plan, Lift Station 16 requires replacement. The work consists of demolishing
the current lift station and constructing a new 4.9 MGD lift station located at the Western end of
Pierce Street.
Public Utilities Department issued ITB 20-0008-UT which closed on March 22, 2023. TLC
Diversified Inc of Palmetto, FL was the lowest and only responsible bid received in accordance
with the plans and specifications. In June 2022, Engineer of Record (EOR) Stantec had
estimated the construction cost to be $5.3 million. Due to the post pandemic economy, the
estimated costs have continued to increase.
On June 4, 2020, City Council approved an initial work order to EOR Stantec to provide design,
permitting, and construction services for the rehabilitation of failing components at Lift Station
16 in the amount of $198,608. At the time of this initial work order, the construction cost
estimate was under $4 million, and the project was awarded to an EOR.
On December 17, 2020, City Council approved Supplemental Work Order 1 to EOR to provide
additional design and construction services associated with the above recommended capacity
improvements at Lift Station 16 in the amount of $248,966, increasing the work order value
from $198,608 to $447,574.
On April 4, 2022, City Council approved Supplemental Work Order 2 to EOR Stantec in the
amount of $132,990 to provide additional design and services associated with the addition of a
canopy structure with cladding/screening as well as more robust landscaping/irrigation to better
screen the facility given the lift station’s proximity to Imagine Clearwater, increasing the work
order value from $447,574 to $580,564.
Supplemental Work Order 3 is for additional project management, administration, additional
engineering services and resident project representative (RPR) during construction which is
currently estimated to be 9 months. Although the construction cost is now more than $4 million,
this project initially began when the estimated cost of construction was under $4 million and the
continued use of Stantec is in accordance with the Florida's Consultants' Competitive
Negotiation Act (CCNA) guidelines. In addition, the use of a different engineering firm would
result in higher costs to the City.
Construction duration is 275 calendar days after issuance of Notice to Proceed.
The City of Clearwater’s Public Utilities Department is responsible for owning, operating, and
maintaining the sanitary sewer collection system.
Page 1 City of Clearwater Printed on 7/10/2023
File Number: ID#23-0820
APPROPRIATION CODE AND AMOUNT:
3217321-563800-96686 $7,933,000
3217321-561300-96686 $203,819
A second quarter budget amendment will transfer Sewer Revenue (388422) in the amount of
$5,000,000 from 96215 Northeast Plant Upgrades/Improvements to 96686 Pump Station
Replacement.
Additional funds are available in 96686 Pump Station Replacement to fund the program.
Page 2 City of Clearwater Printed on 7/10/2023
BID ITEMS UNIT QTY UNIT PRICE AMOUNT
1 Demolition - Demolition of the existing LS-16 facilities. This includes the existing wetwell, valve vaults, concrete slab, valves,
piping, conduits/cables, electrical/control panels, light fixtures,
instrumentation/control equipment, fencing, etc. as shown in the
Contract Documents.
LS 1 131,000.00$ 131,000.00$
2 Site civil - Site civil work associated with the WORK, including site preparation grading, erosion control, excavation and backfill materials. Modifications to manholes and bypass pumping as
shown in the Contract Documents as well as restoration work of
pervious and impervious areas affected by the construction
activities.
LS 1 232,000.00$ 232,000.00$
3 New Lift Station - Installation of a new 15-ft diameter, cast in
place wetwell with three submersible, solids handling pumps,
inclusive of all accessories and appurtenances as shown in the Contract Documents. The wetwell rim shall be installed at elevation 15.0-ft. this includes commissioning and start up
services including individual equipment startup and testing,
piping system testing, providing the services of manufacturer field
technician and representatives to provide services for installation,
startup, and training, coordination with the OWNER, ENGINEER, other CONTRACTORS, and regulatory agencies.
LS 1 5,092,000.00$ 5,092,000.00$
4 Electrical Work - Furnish and install cable, conduits, light
fixtures, electrical panels, transformer(s), automatic transfer switch, lightning protection system and equipment (including new natural gas backup generator), flow meter, pressure gauge, level
transducers, floats, telemetry control units (TCU), and control
panels shown in the Contract Documents. The Contractor shall
also perform a short circuit and coordination study as part to the
WORK. Electrical panels shall be installed at elevation 17.0-ft.
The existing communications antenna should also be relocated as part of this work.
LS 1 1,209,000.00$ 1,209,000.00$
5 Structural Work - Furnish and install elevated structures,
retaining walls and platforms to service and maintain the wetwell,
electrical, control and instrumentation equipment as shown in the
Contract Documents.
LS 1 265,000.00$ 265,000.00$
6 Landscape Work - Protection, removal, replacement, and overall improvements of landscape features at the site. This
includes furnish and installation of irrigation system, trees,
grasses, plants, and shrubs as shown in the Contract Documents.
LS 1 31,000.00$ 31,000.00$
SUBTOTAL 6,960,000.00$
10% CONTINGENCY 1 696,000.00$ 7,656,000.00$
Bid
Allternate
No. 1
Aluminum Canopy Work - Furnish and install extruded
aluminum protective cover, inclusive of fixed, extruded aluminum
louvers and structural elements as show in the Contract Documents. The structural components of the protective cover
shall be coordinate such as it will be supported from structural
platform components, but not be integral to these components.
LS 1 277,000.00$ 277,000.00$
SUBTOTAL BID ALTERNATE NO.1 277,000.00$
TOTAL CONTRACT 7,933,000.00$
GRAND TOTAL 7,933,000.00$
LIFT STATION 16 PIERCE ST REHAB
PROJECT # 20-0008-UT
TLC Diversified 2719 17th St E Palmetto, FL 34221
60% Design EOPCC
Submitted March 2021
Item Description Unit Quantity Unit Price Total
1 Demolition LS 1 $ 42,542 $ 42,542
2 Site Work LS 1 $ 103,516 $ 103,516
3 New Lift Station
3.1 Pump Station Wet Well LS 1 $ 362,687 $ 362,687
3.2 Concrete Pad LS 1 $ 15,000 $ 15,000
3.3 Pumps LS 1 $ 481,525 $ 481,525
3.4 Piping, Valves, Fittings and Appurtenances LS 1 $ 602,559 $ 602,559
3.5 Valve Vaults LS 1 $ 69,659 $ 69,659
3.6 Miscellaneous Items LS 1 $ 39,000 $ 39,000
4 Electrical Work (including generator)LS 1 $ 463,930 $ 463,930
5 Structural LS 1 $ 176,763 $ 176,763
$ 2,357,181
$ 589,295
$ 2,946,477 Total
60% Engineers Opinion of Probable Cost
City of Clearwater
Lift Station 16 Improvements
Contingency (25%)
Lift Station 16 Improvements
Subtotal
90% Design EOPCC
Submitted June 2021
Item Description Unit Quantity Unit Price Total
1 Demolition LS 1 $ 41,431 $ 41,431
2 Site Work LS 1 $ 90,605 $ 90,605
3 New Lift Station
3.1 Pump Station Wet Well LS 1 $ 338,368 $ 338,368
3.2 Concrete Pad LS 1 $ 11,400 $ 11,400
3.3 Pumps LS 1 $ 481,525 $ 481,525
3.4 Piping, Valves, Fittings and Appurtenances LS 1 $ 477,701 $ 477,701
3.5 Valve Vaults LS 1 $ 86,708 $ 86,708
3.6 Miscellaneous Items LS 1 $ 62,205 $ 62,205
4 Electrical Work (including generator)LS 1 $ 394,730 $ 394,730
5 Structural LS 1 $ 176,763 $ 176,763
$ 2,161,437
$ 540,359
$ 2,701,796 Total
90% Engineers Opinion of Probable Cost
City of Clearwater
Lift Station 16 Improvements
Contingency (25%)
Lift Station 16 Improvements
Subtotal
90-100% Design EOPCC
Submitted June 2022
Item Description Unit Quantity Unit Price Total
1 Demolition LS 1 $ 52,050 $ 52,050
2 Site Work LS 1 $ 135,700 $ 135,700
3
3.1 Pump Station Wet Well LS 1 $ 477,440 $ 477,440
3.2 Concrete Pad LS 1 $ 22,670 $ 22,670
3.3 Pumps LS 1 $ 1,081,200 $ 1,081,200
3.4 Piping, Valves, Fittings and Appurtenances LS 1 $ 407,200 $ 407,200
3.5 Valve Vaults LS 1 $ 117,910 $ 117,910
3.6 Miscellaneous Items LS 1 $ 76,660 $ 76,660
4 Electrical Work (including generator)LS 1 $ 510,040 $ 510,040
5 Structural LS 1 $ 216,510 $ 216,510
6 Aluminum Canopy LS 1 $ 178,880 $ 178,880
7 Landscaping LS 1 $ 41,270 $ 41,270
$ 3,317,530
$ 663,506
$ 1,327,012
$ 5,308,048 Total
Jun-2290% Resubmittal Engineers Opinion of Probable Cost
City of Clearwater
Lift Station 16 Improvements
Contingency (20%)
Lift Station 16 Improvements
Subtotal
New Lift Station
*Market Conditions Premium (40%)
SUPPLEMENTAL WORK ORDER FORM 1 of 9 Revised: 4/20/2023
Stantec Consulting Services, Inc.
SUPPLEMENTAL WORK ORDER #3
for the CITY OF CLEARWATER
Date: 6/15/2023
Consultant Project Number: 177311526
City Project Number: 20-0008-UT
City Plan Set Number: 2020006
1. PROJECT TITLE: Lift Station 16 Pierce St Rehab
2. SCOPE OF SERVICES:
This Supplemental Work Order #3 is for additional project management and administration,
additional engineering services and resident project representative (RPR) during construction is
in response to the City requests that Stantec provide additional engineering services during
construction services for the construction which is currently estimated to be 9 months.
As part of the original work order, Stantec performed a capacity assessment for Lift Station (LS)
16 and its downstream forcemain based on demand projections provided by the City (Marshall
Street WRF Basin Hydraulic Analysis, dated June 23, 2020). Recommendations from this
assessment were to replace the existing lift station with a larger lift station (in lieu of
rehabilitating the existing LS) and replace the existing 12-inch forcemain with a 16-inch. The
assessment and recommendations are recorded in the basis of design report (BODR) for the
project. The original work order includes construction support services for the project, which at
that time was envisioned to be a rehabilitation project. The scope includes attendance at a pre-
construction meeting, responding to shop drawings (15) and RFIs (3), 8 site visits, final
inspection, and completion of a project catalog.
Supplemental Work Order #1 was in response to BODR recommendations and City’s request for
Stantec to expand its design services to include replacing LS 16 with a new larger station in lieu
of the original scope of rehabilitating the existing LS. It added additional construction support
services for the full lift station demolition and construction of a new lift station. This included
construction observation efforts for the anticipated 4-month heavy construction window; full
time for 2 months and half-time for 2 months (total of 240 hours).
Supplemental Work Order #2 was in response the City’s request for Stantec to perform design
and construction services for enclosing the electrical equipment in a canopy structure with
cladding/screening along the walls. The City also requested a more robust landscaping/irrigation
SUPPLEMENTAL WORK ORDER FORM 2 of 9 Revised: 4/20/2023
design to screen the facility better from adjacent existing and proposed developments. It added
additional construction support services for the electrical equipment enclosure and landscaping.
This included 4 additional meetings, 2 additional site visits, 6 additional submittals, and 3
additional RFIs.
This Supplemental Work Order #3 is in response to the City requests that Stantec provide
additional engineering services during construction services for the construction which is
currently estimated to be 9 months. The following scope of work is additive to the scope and
budgets previously allocated for the construction phase.
IV. CONSTRUCTION PHASE
Stantec will perform additional engineering services during construction as described in the
following:
Task 5.10 - Project Management and Administration During Construction
The Consultant will provide Project Management during construction, which will include
management of the Consultant's project staff and meetings as required, preparation of
miscellaneous project management correspondence and documents, and coordination of the
activities of all project team members.
Under this task the Consultant assumes responsibility for the following
• Managing the project
• Project team organization & scheduling
• Monthly progress reporting and update as required by City
• Monthly review and documentation of schedule versus budget
• Communication with the City Project Manager
• Assist the City with review of contractor change orders (up to 15 change orders are
budgeted)
• Respond to Contractor / project issues as they arise
Task 5.11 - Additional Engineering Services During Construction
Request for Information (RFI): Consultant shall provide written technical interpretation of the
Drawings when requested by the Contractor and evaluate requested deviations. Consultant will
review the request for information log developed and maintained by the Contractor. Consultant
has budgeted for 14 requests of information in addition to the 6 that were previously budgeted
(20 total).
Submittals: Consultant will review all shop drawings. The Consultant will review the shop
drawing log developed and maintained by the Contractor. Consultant will also review results of
laboratory tests and inspections, and other data that the Contractor is required to submit for
conformance and compliance with the provisions of the Contract Documents. Consultant has
budgeted for 29 submittals and re-submittals to be reviewed in addition to the 21 previously
budgeted (50 total).
SUPPLEMENTAL WORK ORDER FORM 3 of 9 Revised: 4/20/2023
Engineering Site Visits: The Engineer of Record of the Consultant Project Team shall make
engineering site visits, at intervals appropriate to fulfill the Consultant 's role as the Engineer of
Record during the various construction stages of the work in progress. Consultant has budgeted
for 8 site visits in addition to the 10 previously budgeted (18 total) during the 9-month
construction duration).
Record Drawings: In additional to the project catalog scope from previous supplemental work
orders, Consultant shall prepare record drawings from the original disk file based on information
provided by the Contractor and others regarding field changes, modifications, etc. made during
the construction phase of the project. It is anticipated that up to twenty (20) drawings will need
updating requiring up to eighty (80) hours of CAD time. City will be provided with one (1)
electronic copy (pdf and AutoCAD formats) and two (2) signed and sealed copies of the record
drawings. The CONTRACTOR will be responsible for providing red markups to the CONSULTANT
on a monthly basis.
Task 5.12 - Resident Project Representative (RPR) and Meetings During Construction
Onsite Project Observation: Consultant shall provide an RPR to observe and document work in
progress. The RPR services shall be provided for an average of eight (8) man-hours per day, three
(3) days a week for a period of nine (9) months (625 hours in addition to the 240 hours previously
budgeted for a total of 865 hours over the 9 months of construction). The RPR shall maintain a
daily log of activities/inspection report for periods of time when the RPR is on-site. These daily
logs shall be submitted to City on a weekly basis. These report logs will document the amounts
of pay item quantities installed each day. Progress photos shall also be taken and provided to
the City to document project progress. The RPR will also document man-hours spent by the
Contractor's personnel and their equipment used during the project.
The RPR shall serve as the City’s Project Manager's liaison with the Contractor to assist the
Contractor in interpretation of the Contract Documents. The RPR shall report any work which is
unsatisfactory, faulty, does not conform to the contract documents, or is known to be defective
to the City’s Project Manager. The RPR shall review the Contractor's redlined drawings during
construction to verify that the Contractor is keeping adequate records.
Pre-Construction Meeting: The RPR will chair and prepare for one (1) pre-construction meeting
and prepare the agenda, prepare meeting notes, and disseminate the meeting notes to
attendees within one (1) week of meeting.
Meetings During Construction: The RPR will attend and schedule nine (9) monthly progress
meetings during construction of the project. The meetings will be chaired by the RPR with
attendance by the Engineer of Record. Progress meeting minutes will be prepared for each
meeting and distributed to all attendees by the RPR.
Pay Application Review: The RPR will review the schedule of values, stored materials, as-built
records and schedules to determine the amounts owed to the Contractor and make
recommendations concerning payment amount. The RPR will sign off on the Contractor pay
requests and submit to the City’s Project Manager to continue with the pay app approval process.
Substantial Completion and Final Inspections: The RPR shall conduct one (1) substantial
completion and one (1) final inspection to determine the completeness of the project. Following
each inspection, the RPR shall prepare a punch list of items requiring completion, and follow-up
on the completed and/or corrected items. After satisfactory completion of all punch list items
SUPPLEMENTAL WORK ORDER FORM 4 of 9 Revised: 4/20/2023
determined from the final inspection, the RPR shall recommend in writing to City of Clearwater
that the work is complete and acceptable.
3. PROJECT GOALS:
The goals of this Supplemental Work Order #3 are as follows:
Provide RPR construction phase project management and inspection services for the
Project.
4. BUDGET:
See Attachment “B”.
This price includes all labor and expenses anticipated to be incurred by Stantec Consulting
Services, Inc. for the completion of these tasks in accordance with Professional Services Method
“A” – Hourly Rate Basis for a fee not to exceed Two hundred three thousand eight hundred
nineteen dollars ($203,819.00).
5. SCHEDULE:
The remaining project schedule is revised as follows for a total duration of 1 year:
Construction Phase 270 calendar days
Record Drawings and Close-out 90 calendar days
A revised schedule for this amendment to the scope is provided in Attachment “C”.
6. STAFF ASSIGNMENT
Hamid Sahebkar, PE (Principal)
Jarah Parke, PE (PM/Civil)
Jeovanni Ayala-Lugo, PE (Mechanical)
Keith Smith/David Steffes, PE (electrical/I&C)
Mark Foster, PSM (Survey/SUE)
Soli Rojas (Construction Manager)
Anthony Trant (Resident Project Representative)
STAFF ASSIGNMENT (City of Clearwater):
Ivan Tamayo, PE Project Manager
Daniel Trueblood Public Utilities Infrastructure Maintenance Manager
Jeremy J. Brown, PE Engineering Manager
Michael Flanigan Public Utilities Assistant Director
Richard G. Gardner, PE Public Utilities Director
SUPPLEMENTAL WORK ORDER FORM 5 of 9 Revised: 4/20/2023
7. CORRESPONDENCE/REPORTING PROCEDURES:
ENGINEER’s project correspondence shall be directed to:
Jarah Parke, jarah.parke@stantec.com and
Jeovanni Ayala-Lugo, jeovanni.ayala-lugo@stantec.com
777 S. Harbour Island Blvd.
Suite 600
Tampa, Florida 33602
All City project correspondence shall be directed to:
City’s Project Manager with copies to the Utilities Engineering Manager, Public Utilities Director
and Public Utilities Assistant Director and others as may be appropriate.
ENGINEER shall provide a minimum of forty-eight (48) hours’ notice prior to conducting
fieldwork/site visits. ENGINEER shall provide a minimum of seven (7) days notification for site
visits requiring the assistance of City Operations and Maintenance personnel.
ENGINEER acknowledges that all City directives shall be provided by the City Project Manager.
In addition to the original copies delivered as stated in the scope of work, all project deliverables
will be incorporated into the project catalog and submitted in electronic format on CD or other
City approved device prior to approval of final invoice.
8. INVOICING/FUNDING PROCEDURES:
For work performed, invoices shall be submitted monthly via email to the:
Attn Division Controller
City of Clearwater, Public Utilities Department
PO BOX 4748
Clearwater, FL 33758-4748
Email Invoices: PUEngineering@myClearwater.com
Contingency services will be billed as incurred only after written authorization provided by the
City to proceed with those services.
City Invoicing Code: _3217321-530100-96686 for $203,819.00
9. INVOICING PROCEDURES
At a minimum, in addition to the invoice amount(s) the following information shall be provided
on all invoices submitted on the Work Order:
1. Purchase Order, Project and Invoice Numbers and Contract Amount.
2. The time period (begin and end date) covered by the invoice.
3. A short narrative summary of activities completed in the time period.
SUPPLEMENTAL WORK ORDER FORM 6 of 9 Revised: 4/20/2023
4. Contract billing method – Lump Sum or Hourly Rate.
5. If Lump Sum, the percent completion, amount due, previous amount earned and total
earned to date for all tasks (direct costs, if any, shall be included in lump sum amount).
6. If Hourly Rate, hours, hourly rates, names of individuals being billed, amount due,
previous amount earned, the percent completion, total earned to date for each task and
other direct costs (receipts will be required for any single item with a cost of $50 or
greater or cumulative monthly expenses greater than $100).
7. If the Work Order is funded by multiple funding codes, an itemization of tasks and
invoice amounts by funding code.
10. CONSIDERATIONS:
Consultant acknowledges the following:
1. The Consultant named above is required to comply with Section 119.0701, Florida
Statutes, where applicable.
2. All City directives shall be provided by the City Project Manager.
3. “Alternate equals” shall not be approved until City Project Manager agrees.
4. All submittals must be accompanied by evidence each has been internally checked for
QA/QC before providing to City.
5. Consultants/Contractors are not permitted to use City-owned equipment (i.e., sampling
equipment, etc.).
6. Documents posted on City website must be ADA accessible.
11. ADDITIONAL CONSIDERATIONS:
All work orders should include considerations for the following:
1. Sea Level Rise and Flood Resilience, as applicable.
2. Submittal of a Critical Path Method (CPM) Schedule(s).
3. Submittal of a Project Catalog with the following items, as appropriate:
a. Data requests, assumptions, critical correspondence, meeting agenda, sign-in
sheets, meeting minutes, document comment-response log(s), technical
memorandum/reports, addenda, progress reports, regulatory correspondence,
and other project-related documents.
b. If construction project, also include design plans, conformed plans, change
orders, field orders, RFIs, work change directives, addenda, progress reports,
shop drawing and progress submittals, as-builts, record drawings, and other
project-related documents such as O&M manuals and warranty information.
c. At the conclusion of the project, ENGINEER will combine this information into a
Project Catalog and submit to the City for review and comment.
4. Arc Flash labeling requirements:
a. All electrical designs and construction shall adhere to NFPA 70 E “Standard for
Electrical Safety in the Workplace”.
b. Updated calculations of Fault and Arc Flash, and provisions for new or updated
Arc Flash equipment labeling shall be included in the contract documents.
SUPPLEMENTAL WORK ORDER FORM 7 of 9 Revised: 4/20/2023
12. SPECIAL CONSIDERATIONS:
1. None
PREPARED BY: APPROVED BY:
________________________ ________________________
Jarah Parke, P.E. Richard Gardner, P.E.
Project Manager Public Utilities Director
Stantec Consulting Services City of Clearwater
___________________ ___________________
Date Date
06/15/23
Attachment “A”
CITY OF CLEARWATER
ENGINEERING DEPARTMENT
WORK ORDER INITIATION FORM
CITY DELIVERABLES
1. FORMAT
The design plans shall be compiled utilizing the following methods:
1. City of Clearwater CAD standards.
2. Datum: Horizontal and Vertical datum shall be referenced to North American Vertical
Datum of 1988 (vertical) and North American Datum of 1983/90 (horizontal). The unit of
measurement shall be the United States Foot. Any deviation from this datum will not be
accepted unless reviewed by City of Clearwater Engineering/Geographic Technology
Division.
3. DELIVERABLES
The design plans shall be produced on bond material, 24" x 36" at a scale of 1" = 20’ unless
approved otherwise. Upon completion the consultant shall deliver all drawing files in digital
format with all project data in Autodesk Civil 3D file format. If not available Land Desktop files
are still acceptable, however the City or Clearwater is currently phasing out Land Desktop.
NOTE: If approved deviation from Clearwater CAD standards are used the Consultant shall
include all necessary information to aid in manipulating the drawings including either PCP, CTB
file or pen schedule for plotting. The drawing file shall include only authorized fonts, shapes, line
types or other attributes contained in the standard release of Autodesk, Inc. software. All block
references and references contained within the drawing file shall be included. Please address
any questions regarding format to Mr. Tom Mahony, at (727) 562 4762 or email address
Tom.Mahony@myClearwater.com.
All electronic files (including CAD and Specification files) must be delivered upon completion of
project or with 100% plan submittal to City of Clearwater.
Attachment “B”
SUPPLEMENTAL WORK ORDER FORM 9 of 9 Revised: 4/20/2023
Project # 20-0008-UT Lift Station 16 Pierce St Rehab
Stantec Consulting Services, Inc.
SCHEDULE B
PROJECT BUDGET
Task Description Labor
Subconsultant/
Expenses Total
5.0 Construction Phase
5.10 Project Management and Administration
During Construction $12,330 $12,330
5.11 Additional Engineering Services During
Construction $46,935 $46,935
5.12 RPR and Meetings During Construction $126,025 $126,025
Subtotal $185,290
Subtotal, Labor and Subcontractors $185,290
6.0 Contingency (10%) $18,529
Grand Total $203,819
DREW ST
PIERCE ST
MEMORIAL CSWY
COURT ST
CLEVELAND ST
CHESTNUT ST S FORT HARRISON AVE ROGERS ST S OSCEOLA AVE OAK AVE N OSCEOLA AVE WATTERSON AVE BAY AVE S GARDEN AVE N FORT HARRISON AVE LAURA ST
PARK ST
LOCATION MAP
²Prepared by:Engineering DepartmentGeographic Technology Division100 S. Myrtle Ave, Clearwater, FL 33756Ph: (727)562-4750, Fax: (727)526-4755www.MyClearwater.com KN TM N.T.S.286B 16-29s-15e5/12/2020Map Gen By:Reviewed By:S-T-R:Grid #:Date:Scale:
Document Path: C:\Users\Kieffer.Nyland\City of Clearwater\Engineering Geographic Technology - Location Maps\LS16_REHAB_8x11.mxd
PROJECTLOCATION
^
Lift Station 16 - Pierce St. RehabProject # 20-0008-UT
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0804
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: City Clerk
Agenda Number: 13.1
SUBJECT/RECOMMENDATION:
Reappoint Stephanie Chill to the Sister Cities Advisory Board with a term to expire July 31,
2027. (consent)
SUMMARY:
BOARD: Sister Cities Advisory Board
TERM: 4 years
APPOINTED BY: Sister Cities Advisory Board
FINANCIAL DISCLOSURE: Not Required
RESIDENCY REQUIREMENT: One member of the City Council
MEMBERS: 6 + 1 At-large member
CHAIRPERSON: NA
MEETING DATES: Quarterly
PLACE: Council Chambers
APPOINTMENTS NEEDED: 1
SPECIAL QUALIFICATIONS: Representatives of Clearwater Sister Cities, Inc., the local
business community, the School Board’s World Language Coordinator or designee, and the
Clearwater Arts Alliance shall not be required to reside within the City of Clearwater.
THE FOLLOWING ADVISORY BOARD MEMBER HAS A TERM WHICH IS EXPIRING AND
REQUIRES REAPPOINTMENT:
1.Stephanie Chill - 2165 Hartford Way, 33763 - Sister Cities Representative
Original Appointment: 7/21/22
(currently serving an unexpired term set to expire 7/31/23)
Zip codes of current members:
1 - 33763
1 - 34683
1 - 33710
1 - 33755
1 - 33761
1 - 33767
Page 1 City of Clearwater Printed on 7/10/2023
File Number: ID#23-0804
Page 2 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0805
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: City Clerk
Agenda Number: 13.2
SUBJECT/RECOMMENDATION:
Reappoint Deena Stanley to the Marine Advisory Board with a term to expire July 31, 2027.
(consent)
SUMMARY:
BOARD: Marine Advisory Board
TERM: 4 years
APPOINTED BY: City Council
FINANCIAL DISCLOSURE: Not Required
RESIDENCY REQUIREMENT: City of Clearwater
SPECIAL QUALIFICATIONS: None
MEMBERS: 7 + 1 Ex Officio
MEETING DATES: 2nd Wed., 8 am (Quarterly)
PLACE: Main Library
APPTS. NEEDED: 1
THE FOLLOWING ADVISORY BOARD MEMBER HAS A TERM WHICH EXPIRED AND NOW
REQUIRES REAPPOINTMENT:
1.Deena Stanley - 1280 Lakeview Rd. Lot 339, 33756
Original Appointment: 2/3/22
(was serving an unexpired term set to expire 7/31/23)
Zip codes of current members on board:
1 at 33756
1 at 33759
1 at 33761
2 at 33767
1 at 33786
APPROPRIATION CODE AND AMOUNT:
Page 1 City of Clearwater Printed on 7/10/2023
File Number: ID#23-0805
USE OF RESERVE FUNDS:
Page 2 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0807
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: City Clerk
Agenda Number: 13.3
SUBJECT/RECOMMENDATION:
Appoint an individual to the Parks and Recreation Advisory Board with a term to expire July 20,
2027.
SUMMARY:
BOARD: Parks and Recreation Board
TERM: 4 years
APPOINTED BY: City Council
FINANCIAL DISCLOSURE: Not Required
RESIDENCY REQUIREMENT: City of Clearwater
SPECIAL QUALIFICATIONS: None
MEMBERS: 7
Chair: Patrick Raftery
MEETING DATES: Quarterly (4th Tues.) - Jan., April, July, Oct.
PLACE: Main Library - 6:30 p.m.
APPTS. NEEDED: 1
THE FOLLOWING ADVISORY BOARD MEMBERS HAVE TERMS THAT EXPIRE AND NOW
REQUIRE REPLACEMENT:
1. Lisa Tuttle - 2399 Old Coach Trail, 33765
Original Appointment: 6/3/2015
Completed 2nd term
THE FOLLOWING NAMES ARE BEING CONSIDERED TO FILL THE VACANCY:
1.Angelica Lonesome - 2633 Seville Blvd Unit 307, 337645 - Self Employed, Property
Manager
2.Patricia Dalton - 1499 Excaliber Drive, 33764 - Retired Teacher
Zip codes of current members on board:
3 at 33755
2 at 33761
2 at 33765
Page 1 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0749
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: City Attorney
Agenda Number: 14.1
SUBJECT/RECOMMENDATION:
Ratify and confirm hiring the law firm of Luke Charles Lirot, P.A. for representation in the case
of Florida Preborn Rescue, Inc., Allen Tuthill, Antoniette M. Migliore, Scott J. Mahurin, and Judith
Goldsberry v. City of Clearwater, Case No. 8:23-cv-01173-MSS-AAS for the initial retainer
amount of $25,000. (consent)
SUMMARY:
On March 16, 2023 Council adopted Ordinance 9665-23, which establishes a vehicle safety
zone for the Bread and Roses Woman’s Health Center at 1560 S. Highland Avenue.
The city was served with a complaint on June 1, 2023 and an amended complaint on June 8,
2023, in which the plaintiffs claim the ordinance violates the First Amendment.
Luke Lirot has extensive experience in First Amendment issues and the City Attorney has
retained his office to represent the city in this matter.
APPROPRIATION CODE AND AMOUNT:
Funds are available in cost code 010-09600-530100, Professional Services, to fund this
contract.
Page 1 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0819
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: City Attorney
Agenda Number: 14.2
SUBJECT/RECOMMENDATION:
Formally recognize the Communications Workers of America, Local 3179, as the exclusive
bargaining representative of the employees proposed for inclusion in the bargaining unit and
adopt Resolution 23-10
SUMMARY:
The City of Clearwater (City) is a public employer within the meaning of Section 447.203(2),
Florida Statutes. The Communications Workers of America, Local 3179 (CWA) is an employee
organization within the meaning of Section 447.203(11), Florida Statutes, and is properly
registered with the Public Employees Relations Commission (PERC). The CWA represents a
bargaining unit of certain non-professional city employees which was originally certified in 1975.
Since 1975, a substantial number of changes occurred to the bargaining unit. These changes
included job title modifications, job description modifications, elimination of job classifications,
and the addition of new classifications. None of these changes occurred at the same time and
occurred at various points in time over the last 48 years. The City and CWA have negotiated
and ratified more than 15 collective bargaining agreements (CBA) since 1975. In most of those
CBAs, the included job classifications were specifically listed in an appendix of the CBA .
Those job classifications in the appendix reflected the understanding between the City and
CWA of the bargaining unit classifications during the term of that respective CBA.
In 2022, the City and CWA filed a joint unit clarification petition with PERC to clarify the
bargaining unit by updating job titles, removing classifications that were abolished, and adding
new classifications that were created. In March 2023, PERC issued a final order and granted
the request to update job titles and remove abolished classifications. However, PERC declined
to add the new classifications under the unit clarification procedure due to the large number of
employees to be added to the bargaining unit. In the final order, PERC stated that the City and
CWA can add the new classifications by filing a recognition acknowledgement petition.
Section 447.307(1), Florida Statutes, allows the public employer to formally recognize the
employee organization as the exclusive bargaining representative of the employees proposed
for inclusion in the bargaining unit. In May 2023, CWA requested that the City recognize the
addition of the new classifications. The recognition acknowledgement petition requires
documentation of the formal recognition process whereby the City recognizes the CWA as the
exclusive bargaining representative of the employees proposed for inclusion in the bargaining
unit.
The adoption of this Resolution is needed to continue with the recognition acknowledgement
process.
Page 1 City of Clearwater Printed on 7/10/2023
File Number: ID#23-0819
Page 2 City of Clearwater Printed on 7/10/2023
Resolution 23-10
RESOLUTION NO. 23-10
A RESOLUTION OF THE CITY OF CLEARWATER,
FLORIDA, FORMALLY RECOGNIZING THE COMMUNICATIONS WORKERS OF AMERICA, LOCAL 3179 AS THE EXCLUSIVE BARGAINING REPRESENTATIVE OF THE EMPLOYEES PROPOSED
FOR INCLUSION IN THE BARGAINING UNIT; PROVIDING
AN EFFECTIVE DATE.
WHEREAS, the City of Clearwater (“City”) is a public employer within the meaning
of Section 447.203(2), Florida Statutes;
WHEREAS, the Communications Workers of America, Local 3179 (“CWA” or
“Union”) is an employee organization within the meaning of Section 447.203(11), Florida
Statutes, and is properly registered with the Public Employees Relations Commission
(“PERC”);
WHEREAS, the Union represents a bargaining unit of certain non-professional City
employees which was originally certified in 1975;
WHEREAS, since 1975, a substantial number of changes occurred to the
bargaining unit. These changes included job title modifications, job description
modifications, elimination of job classifications, and the addition of new classifications.
None of these changes occurred at the same time and occurred at various points in time
over the last 48 years;
WHEREAS, the City and CWA have negotiated and ratified more than 15 collective
bargaining agreements (“CBA”) since 1975. In most of those CBAs, the included job
classifications were specifically listed in an appendix of the CBA. Those job
classifications in the appendix reflected the understanding between the City and CWA of
the bargaining unit classifications during the term of that respective CBA;
WHEREAS, in 2022, the City and CWA filed a joint unit clarification petition with
PERC to clarify the bargaining unit by updating job titles, removing classifications that
were abolished, and adding new classifications that were created;
WHEREAS, in March 2023, PERC issued a final order and granted the request to
update job titles and remove abolished classifications. However, PERC declined to add
the new classifications under the unit clarification procedure due to the large number of
employees to be added to the bargaining unit. In the final order, PERC stated that the
City and CWA can add the new classifications by filing a recognition acknowledgement
petition;
Resolution 23-10
WHEREAS, Section 447.307(1), Florida Statutes, allows the public employer to
formally recognize the employee organization as the exclusive bargaining representative
of the employees proposed for inclusion in the bargaining unit;
WHEREAS, in May 2023, CWA requested that the City recognize the addition of
the new classifications, which are set forth in Exhibit A;
WHEREAS, the recognition acknowledgement petition requires documentation of
the formal recognition process whereby the City recognizes the CWA as the exclusive
bargaining representative of the employees proposed for inclusion in the bargaining unit;
WHEREAS, the City Council finds the adoption of this Resolution to be in the best
interest of the City.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY
OF CLEARWATER, FLORIDA, THAT:
Section 1: That the City formally recognize the Communications Workers of America, Local 3179 as the exclusive bargaining representative of the employees proposed for inclusion as set forth in Exhibit A.
Section 2: That this resolution shall take effect immediately upon adoption. PASSED AND ADOPTED this _____ day of July, 2023.
CITY OF CLEARWATER, FLORIDA
___________________________
Brian J. Aungst Sr. Mayor
Approved as to form: Attest: ___________________________ ___________________________
Owen Kohler Rosemarie Call Lead Assistant City Attorney City Clerk
Exhibit A
Classification Title Date or Year Created
Accounting Technician 10/1/1997
Aquatics Coordinator 6/27/2009
Arborist 1/1/2000
Billing Specialist 5/15/2004
City Clerk Specialist 10/1/1997
Code Enforcement Inspector 10/1/1987
Combination Building Inspector 9/28/2019
Container Maintenance Worker 10/1/1984
Contracts & Procurement Specialist 10/1/1997
Customer Service Specialist 6/5/1999
Customer Service Trainer 9/1/2018
Development Review Trainee 6/17/2000
Engineering Technician 10/1/2003
Environmental Code Enforcement Inspector 9/28/2019
Fleet Buying Coordinator 10/1/1987
Fleet Operations Trainer 10/1/1987
Fleet Parts Specialist 9/21/2002
Gas System Specialist 10/1/1997
Gas Technician Apprentice 10/1/1997
Graphic Designer 4/21/2007
Industrial Electrician 10/1/1997
Industrial Pretreatment Inspector 10/1/1997
Exhibit A 1
Exhibit A
Classification Title Date or Year Created
Inspections Specialist 10/1/1991
Lead Gas Technician 10/1/1997
Lead Industrial Pretreatment Inspector 10/1/2022
Lead Parks Service Technician 10/9/1999
Lead Stormwater Technician 11/5/2012
Lead Streets & Sidewalks Technician 10/1/1997
Lead Wastewater Collections Technician 10/1/2000
Lead Wastewater Treatment Plant Operator 10/1/2022
Lead Water Plant Operator 10/1/2022
Library Assistant 10/1/1976
Library Page 10/1/1984
Marine Facilities Supervisor 6/3/2000
Mechanic Fabricator 10/1/1987
Parking Citation Assistant 9/6/2014
Parking Enforcement Specialist 10/1/2003
Parking Enforcement Supervisor 10/1/2003
Parking Marina Supervisor 9/17/2016
Parking Operations Supervisor 2/5/2003
Parking, Facilities & Security Aide 1/16/2016
Parks Service Foreman 12/16/2000
Parks Service Supervisor 12/16/2000
Personnel/Payroll Technician 5/6/2000
Police Aide 10/1/1987
Police Office Specialist 5/20/2000
Police Property Supervisor 10/1/1987
Police Records Clerk 7/3/1999
Police Records Specialist 8/31/2019
Police Records Supervisor 7/3/1999
Police Telecommunicator Supervisor 10/1/1984
Police Telecommunicator Trainee 10/1/1994
Pool Lifeguard 10/1/1998
Public Utilities Wastewater Collections Foreman 11/5/2003
Exhibit A 2
Exhibit A
Classification Title Date or Year Created
Public Utilities Wastewater Collections Supervisor 10/1/2000
Recreation Coordinator 10/1/1997
Recreation Facilities Support Custodian 1/1/2002
SCADA Specialist 10/1/2000
School Crossing Guard Coordinator 10/1/2016
Senior Account Collector 9/9/2019
Senior Accounting Technician 9/28/2019
Senior Beach Lifeguard 10/1/1976
Senior Code Enforcement Inspector 9/28/2019
Senior Development Review Technician 6/17/2000
Senior Graphic Designer 9/19/2019
Senior Library Assistant 9/1/2007
Senior Parking Attendant 10/1/1997
Senior Parks Service Technician 10/9/1999
Senior Police Telecommunicator 10/1/1984
Senior Recreation Coordinator 9/8/2006
Senior Recreation Leader 10/1/1984
Senior Solid Waste Worker 10/1/1997
Senior Stormwater Technician 11/5/2012
Senior Streets & Sidewalks Technician 10/1/1997
Senior Wastewater Collections Technician 10/1/2000
Solid Waste Accounts Coordinator 7/29/2000
Solid Waste Boom Crane Operator 2/15/2020
Solid Waste Supervisor 10/1/1997
Solid Waste Technical Operator 2/14/2009
Stormwater Foreman 11/5/2012
Stormwater Supervisor 11/5/2012
Stormwater Technician 11/5/2012
Street Sweeper Operator 2/14/2009
Streets & Sidewalks Supervisor 10/1/1984
Exhibit A 3
Exhibit A
Classification Title Date or Year Created
Streets & Sidewalks Technician 10/1/1987
Transfer Station / Scales Operator 10/1/1991
Utilities Lead Mechanic 10/1/2022
Utilities Maintenance Foreman 10/1/1997
Utilities Maintenance Supervisor 10/1/1997
Warehouse Supervisor 7/13/2002
Wastewater Collections Technician 10/1/2000
Wastewater Treatment Plant Operator Trainee 10/1/1984
Water Distribution Operator Lead 5/1/2011
Water Distribution Supervisor 5/1/2011
Water Plant Operator B 10/1/1984
Water Plant Operator C 10/1/1984
Water Quality Technician 9/19/2019
Exhibit A 4
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: 9692-23
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: OrdinanceIn Control: City Attorney
Agenda Number: 14.3
SUBJECT/RECOMMENDATION:
Amend Section 2.263(1), Code of Ordinances, to increase the salaries of the mayor and
councilmembers and pass Ordinance 9692-23 on first reading.
SUMMARY:
City Council salaries have not been increased other than annual minimal adjustments since
2000.The current salaries are $32,990.62 for the mayor and $27,492.40 for councilmembers.
The council would like to increase the salaries to $49,000 for the mayor and $45,000 for
councilmembers.
Section 2.04 of the City Charter provides that an ordinance increasing council salaries must be
approved at least six months prior to an election, and the next city election is scheduled for
March 19, 2024.
APPROPRIATION CODE AND AMOUNT:
Funds are available in cost code 0109100-510200, Part Time Salaries, to fund this increase.
Page 1 City of Clearwater Printed on 7/10/2023
1 Ordinance 9692-23
ORDINANCE NO. 9692-23
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
RELATING TO SALARY INCREASES FOR THE MAYOR AND
COUNCILMEMBERS; AMENDING SECTION 2.263(1), CODE OF ORDINANCES; PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Council salaries as established in Section 2.263, Code of Ordinances, have not been increased since 2000 other than annual adjustments as provided in the code; and
WHEREAS, the City Council salaries are currently $32,990.62 for the Mayor and
$27,492.40 for the Councilmembers; and
WHEREAS, Section 2.04 of the City Charter provides that an ordinance increasing
council salaries must be approved at least six months prior to an election; now, therefore,
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. Section 2.263(1), Code of Ordinances, is amended to read as follows:
Sec. 2.263. Compensation and expenses of mayor and councilmembers.
(1) Commencing on March 19, 2024, the mayor shall receive an
annual salary of $49,000.00 to be paid in prorated bi-weekly amounts. Each city
councilmember shall receive an annual salary of $45,000.00 to be paid in prorated
bi-weekly amounts.
Section 2. This ordinance shall take effect March 19, 2024.
PASSED ON FIRST READING PASSED ON SECOND AND FINAL ______________________
READING AND ADOPTED By: __________________________ Brian J. Aungst, Sr.
Mayor Approved as to form:
________________________________ Attest: ______________________ David Margolis Rosemarie Call
City Attorney City Clerk
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: 9638-23 2nd rdg
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: OrdinanceIn Control: City Attorney
Agenda Number: 14.4
SUBJECT/RECOMMENDATION:
Adopt Ordinance 9638-23 on second reading, amending the Comprehensive Plan to address
the creation of a new Parks and Recreation impact fee system.
SUMMARY:
APPROPRIATION CODE AND AMOUNT:
USE OF RESERVE FUNDS:
Page 1 City of Clearwater Printed on 7/10/2023
1
ORDINANCE NO. 9638-23
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
MAKING AMENDMENTS TO THE CLEARWATER
COMPREHENSIVE PLAN BY AMENDING THE RECREATION AND
OPEN SPACE ELEMENT TO PROVIDE FOR A NEW PARKS AND
RECREATION FACILITIES IMPACT FEE; CERTIFYING
CONSISTENCY WITH THE CITY’S COMPREHENSIVE PLAN AND
PROPER ADVERTISEMENT; 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; WHEREAS, Chapter 54 of the Community Development Code established the
Recreation and Open Space Land Dedication; WHEREAS, Chapter 54 has not been updated, revised, or amended since 2008. The methodology and calculation of the fees contained in the Recreation and Open Space Dedication have not been updated since 1983;
WHEREAS, Tindale Oliver (now Benesch), who was retained by the City of
Clearwater (“City”), completed the Parks and Recreation Facilities Impact Fee Study
(“Study”), dated May 23, 2022. This Study sets forth the calculation methodology and data by which the City establishes the creation of a new Parks and Recreation Facilities
Impact Fee; WHEREAS, this Park and Recreation Facilities Impact Fee is proportional and reasonably connected to the need for additional public facilities and the increased impact generated by new residential development;
WHEREAS, this Parks and Recreation Facilities Impact Fee is proportional and reasonably connected to the expenditures of funds collected and the benefits accruing to new residential development;
WHEREAS, the City Council finds it necessary, desirable, and proper to amend the Comprehensive Plan in order to reflect the changing conditions; WHEREAS, at a duly noticed public meeting the Clearwater Community Development Board, pursuant to its responsibilities as the Local Planning Agency, has
reviewed this amendment, conducted a public hearing, considered all public testimony and has determined that this amendment is consistent with the City of Clearwater’s Comprehensive Plan and recommended that the City Council adopt this amendment; and
2
WHEREAS, the City Council has fully considered the recommendation of the
Community Development Board and testimony and evidence submitted at its public
hearing. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA THAT:
Section 1. That the Recreation and Open Space Element of the Clearwater Comprehensive Plan be amended to read as follows:
G. RECREATION AND OPEN SPACE ELEMENT
*****
GOALS, OBJECTIVES AND POLICIES *****
G.1.2 Objective - The City of Clearwater shall continue intergovernmental
coordination with the private sector and other public entities to
increase public recreational opportunities and open space acreage.
Policies G.1.2.1 Continue to enforce the adopted recreation and open space land dedication requirements of Chapter 54 of the City’s Community Development Code for the express purpose of
maintaining the existing levels of service of recreation lands and facilities. G.1.2.2 Funds collected under dedication Chapter 54 requirements shall be expended at any location in the City when used for
recreation facilities and open space uses. to benefit the development from which they were collected, specifically: 1. Open space funds shall be expended within a two (2) mile radius when used for the acquisition of community parkland, within a
one (1) mile radius when used for the acquisition of neighborhood parkland, or at any location in the City when used for the acquisition of parkland to be used for the development of a resource-based recreation area;
3
2. Recreation facilities land funds shall be expended within a two (2)
mile radius when used for the acquisition of community parkland,
within a one (1) mile radius when used for the acquisition of neighborhood parkland, or at any location in the City when used for the acquisition of parkland to be used for the development of a special facility site when the site is based on a recreational facility
that is deemed to provide Citywide service in accordance with
established service radius guidelines; and 3. Recreation facilities funds shall be expended within a two (2) mile radius when used for facilities placed in a community park, within
a one (1) mile radius when used for facilities placed in a
neighborhood, or at any location in the City when used for a facility which serves as the basis for the development of a special facility site providing City wide service.
G.1.2.3 Recreation facilities funds collected under Chapter 54 dedication requirements shall be expended in consideration of the need for recreation facilities as determined by the application of the service radius guidelines and primary user guidelines contained in this plan and in conjunction with other
considerations determined to be relevant by the Director of the Parks and Recreation Department and approved by the City Manager or designee.
G.1.2.4 Provide an incentive within the City's recreation facility impact fee structure for private developers to provide affordable housing dwelling units. recreational opportunities for their residents.
***** Section 2. Should any part or provision of this Ordinance be declared by a court of competent jurisdiction 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 3. The effective date of this plan amendment, if the amendment is not timely challenged, shall be 31 days after the Department of Economic Opportunity notifies the City that the plan amendment package is complete. If timely challenged, this
amendment shall become effective on the date the Department of Economic Opportunity or the Administration Commission enters a final order determining this adopted amendment to be in compliance. No development orders, development permits, or land
4
uses dependent on this amendment may be issued or commence before it has become effective. If a final order of noncompliance is issued by the Administration Commission,
this amendment may nevertheless be made effective by adoption of a resolution affirming
its effective status, a copy of which resolution shall be sent to the Department of Economic Opportunity.
PASSED ON FIRST READING ____________________
PASSED ON SECOND AND FINAL ____________________ READING AND ADOPTED
____________________________ Brian J. Aungst Sr. Mayor
Approved as to form: Attest: _________________________ ____________________________
Owen Kohler Rosemarie Call Lead Assistant City Attorney City Clerk
C FP V'AT n
BRIGHT ANO B£Atmnn.· RAY TO BEACH
PLANNING & DEVELOPMENT DEPARTMENT
COMMUNITY DEVELOPMENT BOARD STAFF REPORT
MEETING DATE:
AGENDA ITEM:
CASE:
ORDINANCE NO.:
REQUEST:
INITIATED BY:
BACKGROUND:
March 21, 2023
F.1.
CP A2022-l 0002
9638-23
Review and recommendation to the City Council of an amendment to the
Clearwater Comprehensive Plan, addressing the creation of a new Parks and
Recreation impact fee system.
City of Clearwater, Parks and Recreation Department
Proposed Ordinance 9638-23 amends the Recreation and Open Space Element of the Clearwater Comprehensive Plan to provide for a new Parks and Recreation Facilities impact fee system. The
amendment will be consistent with the proposed Text Amendment, which proposes to replace Chapter 54 of
the Community Development Code in its entirety and is being processed concurrently (T A2022-l 0002, Ordinance 9639-23). This Element has not been updated, revised, or amended since 2008 and the methodology and calculation of the fees contained in the Recreation and Open Space Dedication in the
Community Development Code have not been updated since 1983. Tindale Oliver (now Benesch) of Tampa,
Florida, was retained to prepare a technical report that documents current conditions in Clearwater as the
basis to establish a new impact fee system. The technical report documented the current cost, credit and demand components associated with providing parks and recreation facilities, along with a resulting fee schedule.
ANALYSIS:
Impact fees are a funding mechanism that allow the city to meet comprehensive plan objectives. The proposed amendment has little impact on the Recreation and Open Space Element of the Comprehensive
Plan. The primary change is to the location of where fees collected under the proposed impact fee system can
be expended.
The current language is very restrictive and does not allow for the highest and best use of funds to meet the
resident's needs. Funds must be used in designated areas from where the fee is collected and prevents the
city to use funds to accomplish the goals of the Comprehensive Plan as well as the Parks and Recreation
Master Plan.
PLANNING & DEVELOPMl;NT
l.cYd Ill C'omprchens1v!! 1'1:u, Amendment Re,.1ew
The proposed amendments to the Comprehensive Plan involve updates to the following Goals of the
Recreation and Open Space Element:
l.G.1.2.2 This goal has been changed to allow for funds collected under Chapter 54 to be used at any
location in the City when used for recreation facilities and open space uses.
2.G.1.2.3 Removed language regarding the application of a service radius guideline for use of funds
collected under Chapter 54.
3.G.1.2.4 Added language to incentivize private developers to provide affordable housing dwelling units
within the proposed impact fee system.
STANDARDS FOR REVIEW:
Pursuant to Community Development Code Section 4-603.F., no amendment to the Comprehensive Plan
shall be approved unless it complies with the following standards:
1.The amendment will further implementation of the Comprehensive Plan consistent with the goals,
policies and objectives contained in the Plan.
The proposed amendments to the Clearwater Comprehensive Plan are consistent with the following
goals, objectives and policy in the Plan:
Objective G.1.1 The City shall ensure that parks, open space, trails and recreation facilities are
efficiently and adequately maintained for all segments and districts of the population
according to the level of service standards established for the city.
Policy G. l .1.1 Maintain the established minimum level of service standard of four ( 4) acres of core
system parkland for every one thousand (1,000) persons for citywide application. For
purposes of applying this Level of Service standard, core system parkland includes
community, neighborhood, and scenic parks.
The proposed amendments include a Level of Service (LOS) to maintain four acres for every 1,000
residents. The definition of parkland included in the Parks and Recreation Facilities Impact Fee Study
include community, neighborhood, environmental and some special use facilities. It excludes parks not
owned by the city, parks/facilities that generate revenue where the public has to pay to enter as well as
wetlands or inaccessible land.
Objective G.1.2 The City of Clearwater shall continue intergovernmental coordination with the private
sector and other public entities to increase public recreational opportunities and open
space acreage.
Policy G.1.2.1 Continue to enforce the adopted recreation and open space land dedication
requirements for the express purpose of maintaining the existing levels of service of
recreation lands and facilities.
Community Development Board -March 21, 2023
CPA2022-10002 -Page 2
PLANNING & DEVELOPMENT l.cvcl Ill (\lmprthtnsivl! Plan A1nl!"odment Review
The proposed amendment will provide the funding necessary to meet LOS for recreation lands and facilities.
Objective G.1.3 Continue to increase the supply of core system parkland in areas needing additional
neighborhood parks.
Policy G.1.3.2 Continue to acquire parkland for new supplemental parks to meet district deficiencies.
The proposed amendment will provide the funding necessary to purchase parks in areas of the city not
currently being served.
Objective G.1.6 Develop new and enhance existing blueways, greenways and recreational trail systems throughout Clearwater.
Policy G.1.6.1 The City will continue to develop greenways and trails as identified in Shifting GearsClearwater's Bicycle and Pedestrian Master Plan.
Policy G.1.6.2 The City will provide new access or enhance/maintain existing access to water bodies
where possible for recreational use.
The proposed amendments will provide funding for future trails and new access ways to water bodies.
2.The amendment is not inconsistent with other provisions of the Comprehensive Plan.
The proposed amendments are not in conflict with other provisions of the Comprehensive Plan and bringfurther consistency between the goals, objectives and policies. The proposed amendment updates several
existing policies to reflect current data and/or references.
3.The available uses, if applicable, to which the property may be put are appropriate to the propertyin question and compatible with existing and planned uses in the area.
This is not applicable to the proposed amendments as they do not relate to a specific property or
properties.
4.Sufficient public facilities are available to serve the property.
This is not applicable to the proposed amendments as the proposed policy changes do not relate to a
specific property or properties; therefore, the adequacy of available public facilities will need to beassessed on a case-by-case basis as development proposals are received.
5.The amendment will not adversely affect the natural environment.
The proposed amendments will not adversely affect the natural environment. The policies contained
within the Recreation and Open Space Element provide consistent and coordinated efforts for theconservation and enhancement of the natural environment.
Community Development Board - March 21, 2023CPA2022-l 0002 - Page 3
PLANNING & DEVELOPMENT
Level J 11 C'omprchcnsm.-: Plan Arnendinent Review
6.The amendment will not adversely impact the use of property in the immediate area.
This is not applicable to the proposed amendments as they do not relate to a specific property or
properties.
SUMMARY AND RECOMMENDATION:
The purpose of this amendment is to update the Recreation and Open Space Element of the Clearwater Comprehensive Plan to provide for a new Parks and Recreation Facilities impact fee. The proposed
amendment is consistent with and will further the goals, objectives, and policies of the Clearwater Comprehensive Plan, will not result in inappropriate or incompatible uses, will not adversely affect the natural environment, or impact the use of the property in the immediate area, and sufficient public facilities exist to implement the proposed amendment.
Based upon the above, the Planning and Development Department recommends APPROVAL of Ordinance No. 9638-23 that amends the Clearwater Comprehensive Plan.
Prepared by Parks and Recreation Department Staff: _____ M��o<:..L-�,__.,,_��""'P/l=-"""'"""------
Art Kader Assistant Director A'ITACHMENTS: Ordinance No. 9638-23 Parks and Recreation Facilities Impact Pee Study Resume
Community Development Board -March 21, 2023
CPA2022-l0002 -Page 4
Parks and Recreation Facilities
Impact Fee Study
Final Report
May 23, 2022
Prepared for:
City of Clearwater
100 South Myrtle Avenue
Clearwater, Florida 33756
ph (727) 562-4800
Prepared by:
Benesch
1000 N. Ashley Dr., #400
Tampa, Florida 33602
ph (813) 224-8862
E-mail: nkamp@benesch.com
Benesch City of Clearwater
May 2022 i Parks & Recreation Facilities Impact Fee Study
City of Clearwater
Parks and Recreation Facilities
Impact Fee Update Study
Table of Contents
Introduction ............................................................................................................................... 1
Methodology ......................................................................................................................... 1
Legal Overview ...................................................................................................................... 2
Facility Inventory ....................................................................................................................... 5
Service Area and Population ..................................................................................................... 8
Level of Service .......................................................................................................................... 8
Cost Component ........................................................................................................................ 11
Credit Component ..................................................................................................................... 15
Net Parks and Recreation Facilities Impact Cost ...................................................................... 18
Calculated Parks and Recreation Facilities Impact Fee ............................................................ 19
Parks and Recreation Facilities Impact Fee Comparison ......................................................... 20
Appendices:
Appendix A: Population Calculations
Appendix B: Land Value -- Supplemental Information
Benesch City of Clearwater
May 2022 1 Parks & Recreation Facilities Impact Fee Study
Introduction
The City of Clearwater’s Parks and Recreation Impact Fee Program was initially developed in 1983
and included three components: recreational facilities fee, park land fee, and open space fee.
To reflect the most current data, the City is interested in updating the impact fee for the parks
and recreation facilities and retained Benesch (formerly Tindale Oliver) to prepare the necessary
technical analysis. This technical study addresses park land and recreational facilities fees and
ensures that the City’s impact fee program follows legal requirements of fees being based on
most recent and localized data. The analysis and calculations in this report were initially
completed in 2020; however, cost and credit components were updated in 2022 to reflect most
recent localized data.
Methodology
In developing the City’s impact fee program, a consumption-based impact fee methodology is
utilized, which is commonly used throughout Florida. A consumption-based impact fee charges
new growth the proportionate share of the cost of providing additional infrastructure available
for use by new growth. Unlike a “needs-based” approach, the consumption-based approach
ensures that the impact fee is set at a rate that existing deficiencies cannot be corrected with
impact fee revenues. With this approach, the City does not need to go through the process of
estimating the portion of each capacity expansion project that may be related to existing
deficiencies.
In addition, per legal requirements, a credit is subtracted from the total cost to account for the
value of future contributions of the new development toward parks and recreation capacity
expansion projects through other revenue sources. Contributions used to calculate the credit
component include estimates of future non-impact fee revenues generated by the new
development that will be used toward capacity expansion projects. In other words, case law
requires that the new development should not be charged twice for the same infrastructure.
Finally, a consumption-based impact fee charges new development based upon the burden
placed on services from each land use (demand). The demand component is measured in terms
of population/visitors per unit.
Benesch City of Clearwater
May 2022 2 Parks & Recreation Facilities Impact Fee Study
Legal Overview
In Florida, legal requirements related to impact fees have primarily been established through
case law since the 1980’s. Generally speaking, impact fees must comply with the “dual rational
nexus” test, which requires that they:
• Be supported by a study demonstrating that the fees are proportionate in amount to the
need created by new development paying the fee; and
• Be spent in a manner that directs a proportionate benefit to new development, typically
accomplished through establishment of benefit districts (if needed) and a list of capacity-
adding projects included in the City’s Capital Improvement Plan, Capital Improvement
Element, or another planning document/Master Plan.
In 2006, the Florida legislature passed the “Florida Impact Fee Act,” which recognized impact fees
as “an outgrowth of home rule power of a local government to provide certain services within its
jurisdiction.” § 163.31801(2), Fla. Stat. The statute – concerned with mostly procedural and
methodological limitations – did not expressly allow or disallow any particular public facility type
from being funded with impact fees. The Act did specify procedural and methodological
prerequisites, such as the requirement of the fee being based on most recent and localized data,
a 90-day requirement for fee changes, and other similar requirements, most of which were
common to the practice already.
More recent legislation further affected the impact fee framework in Florida, including the
following:
• HB 227 in 2009: The Florida legislation statutorily clarified that in any action challenging
an impact fee, the government has the burden of proving by a preponderance of the
evidence that the imposition or amount of the fee meets the requirements of state legal
precedent or the Impact Fee Act and that the court may not use a deferential standard.
• SB 360 in 2009: Allowed fees to be decreased without the 90-day notice period required
to increase the fees and purported to change the standard of legal review associated with
impact fees. SB 360 also required the Florida Department of Community Affairs (now the
Department of Economic Opportunity) and Florida Department of Transportation (FDOT)
to conduct studies on “mobility fees,” which were completed in 2010.
• HB 7207 in 2011: Required a dollar-for-dollar credit, for purposes of concurrency
compliance, for impact fees paid and other concurrency mitigation required.
Benesch City of Clearwater
May 2022 3 Parks & Recreation Facilities Impact Fee Study
• HB 319 in 2013: Applied mostly to concurrency management authorities, but also
encouraged local governments to adopt alternative mobility systems using a series of
tools identified in section 163.31801 (5)(f), Florida Statutes.
• HB 207 in 2019: Included the following changes to the Impact Fee Act along with
additional clarifying language:
1. Impact fees cannot be collected prior to building permit issuance; and
2. Impact fee revenues cannot be used to pay debt service for previously approved
projects unless the expenditure is reasonably connected to, or has a rational nexus
with, the increased impact generated by the new residential and commercial
construction.
• HB 7103 in 2019: Addressed multiple issues related to affordable housing/linkage fees,
impact fees, and building services fees. In terms of impact fees, the bill required that
when local governments increase their impact fees, the outstanding impact fee credits
for developer contributions should also be increased. This requirement was to operate
prospectively; however, HB 337 that was signed in 2021 deleted this clause and made all
outstanding credits eligible for this adjustment. This bill also allowed local governments
to waive/reduce impact fees for affordable housing projects without having to offset the
associated revenue loss.
• SB 1066 in 2020: Added language allowing impact fee credits to be assignable and
transferable at any time after establishment from one development or parcel to another
that is within the same impact fee zone or impact fee district or that is within an adjoining
impact fee zone or district within the same local government jurisdiction. In addition,
added language indicating any new/increased impact fee not being applicable to current
or pending permit applications submitted prior to the effective date of an ordinance or
resolution imposing new/increased fees.
• HB 1339 in 2020: Requires reporting of various impact fee related data items within the
annual financial audit report submitted to the Department of Financial Services.
• HB 337 in 2021: Placed limits on the amount and frequency of fee increases, but also
included a clause to exceed these restrictions if the local governments can demonstrate
extraordinary circumstances, hold two public workshops discussing these circumstances
and the increases are approved by two-thirds of the governing body. Provided a
definition of infrastructure as “a fixed capital expenditure or fixed capital outlay, excluding
the cost of repairs or maintenance, associated with the construction, reconstruction, or
improvement of public facilities that have a life expectancy of at least 5 years…”. This act
is retroactive to January 1, 2021.
Benesch City of Clearwater
May 2022 4 Parks & Recreation Facilities Impact Fee Study
The following paragraphs provide further detail on the generally applicable legal standards
applicable here.
Impact Fee Definition
• An impact fee is a one-time capital charge levied against new development.
• An impact fee is designed to cover the portion of the capital costs of infrastructure
capacity consumed by new development.
• The principle purpose of an impact fee is to assist in funding the implementation of
projects identified in the Capital Improvements Element (CIE) and other capital
improvement programs for the respective facility/service categories.
Impact Fee vs. Tax
• An impact fee is generally regarded as a regulatory function established based upon the
specific benefit to the user related to a given infrastructure type and is not established
for the primary purpose of generating revenue for the general benefit of the community,
as are taxes.
• Impact fee expenditures must convey a proportional benefit to the fee payer. This is
accomplished through the establishment of benefit districts, where fees collected in a
benefit district are spent in the same benefit district. In the case of cities, typically a single
citywide benefit district is used due to the compact nature of the area.
• An impact fee must be tied to a proportional need for new infrastructure capacity created
by new development.
This technical report has been prepared to support legal compliance with existing case law and
statutory requirements and documents the methodology used for impact fee calculations in the
following sections, including an evaluation of the inventory, service area, level of service (LOS),
cost, and credit. Information supporting this analysis was obtained from the City and other
sources, as indicated.
Benesch City of Clearwater
May 2022 5 Parks & Recreation Facilities Impact Fee Study
Facility Inventory
The City of Clearwater owns and maintains 72 parks and special use facilities, including 7
community parks, 22 environmental parks, 23 neighborhood parks, and 20 special use facilities.
The inventory used for impact fee calculations excludes parks that are not owned by the City,
parks/facilities that generate revenue and the public has to pay
to enter as well as wetlands/habitat or inaccessible land. Table
1 provides a summary of parks and recreation facilities owned
by the City and included as part of the impact fee study.
There are 52 city-owned
parks and 20 special use
facilities included in the
impact fee inventory.
Benesch City of Clearwater
May 2022 6 Parks & Recreation Facilities Impact Fee Study
Table 1
Parks and Recreation Facilities Inventory (1)
Aging Well Nature Recreation Basketball Bocci Fitness Court or
Course Handball Horseshoe Shuffleboard Tennis Volleyball Baseball -
Full
Baseball -
Youth Playfield Soccer/
Football Softball
Allen's Creek Park 1281 Hercules Avenue 18.64 Environmental 1 0.25
Alligator Lake Park 1111 McMullen Booth 32.00 Environmental
Bay Park on Sand Key 1551 Gulf Blvd. 3.55 Neighborhood 2 1 0.16
Bayview Park 3050 Gulf-To-Bay 4.41 Environmental 2 0.45
Belmont Park 1535 S. Greenwood Avenue 2.69 Neighborhood 1
Charles Park 2015 Broadway Avenue 1.00 Neighborhood 1
Charter Oaks Park 2001 Charter Oaks Park 1.14 Neighborhood 0.50
Cherry Harris Park 1141 Beckett Street 2.54 Neighborhood 2 1 0.40
Clearwater Beach Recreation Complex 69 Bay Esplanade 4.13 Community 1 12,542 1 2 3 1 1
Clearwater Public Beach 160 Gulfview Blvd. 12.90 Environmental 8 1
Cliff Stephens Park 901 Fairwood Avenue 48.00 Environmental 1 1 2 0.59
Coachman Park & Bayfront Tennis &
Memorial Park (Imagine Clearwater project)301 Drew Street 22.00 Special Facilities
Coachman Ridge Park 1400 Old Coachman Road 9.90 Neighborhood 1 2 2 1 0.59
Cooper's Bayou Park 709 Bayshore Blvd. 8.89 Environmental 1 0.19
Cooper's Point Park 3411 Gulf-To-Bay Blvd. 30.00 Environmental
Country Hollow Park 2724 Brattle Lane 4.90 Neighborhood 2 0.27
Countryside Community Park 2640 Sabal Springs Drive 22.76 Community 25,140 1 1 4 1 1
Countryside Sports Complex 3060 McMullen Booth Road 12.36 Special Facilities 4
Crest Lake Park 201 Glenwood Ave 38.35 Community 1 1 1 1 3.60
Cypress Bend Park 2619 Winding Wood Drive 4.00 Environmental
Cypress Point Park 2236 Cypress Point Drive E. 1.50 Environmental
Del Oro Park & Ream Wilson Trailhead 401 McMullen Booth Road 23.40 Neighborhood 1 2 1 1
Eddie C. Moore Rec. Complex - Fields 1-4 3050 Drew Street 24.52 Special Facilities 3 4 1
Eddie C. Moore Rec. Complex - Fields 5-7 2998 Drew Street 41.34 Special Facilities 3 1
Eddie C. Moore Rec. Complex - Fields 8-9 2780 Drew Street 5.00 Special Facilities 2 1
Edgewater Dr. Park 1920 Edgewater Drive 6.77 Neighborhood 0.49
Enterprise Dog Park 2671 Enterprise Road 20.44 Special Facilities 1 1
Forest Run Park 3450 Landmark Drive 20.90 Neighborhood 1 2 2 1 0.86
Frank Tack Park 1967 N. Hercules Avenue 16.86 Special Facilities 2
Garden Avenue Park 1010 N. Garden Avenue 0.21 Neighborhood 1 1
Glen Oaks Park N & S 1345 Court Street 31.68 Environmental 2 3 1 1.03
Glenwood Park 617 N. Glenwood Avenue 1.31 Environmental
Henry McMullen Tennis Cmplx 1000 Edenville Avenue. 20.75 Special Facilities 1 1 19 4
Joe DiMaggio Fields 420 Old Coachman Road 32.32 Special Facilities 2 5 1
Kapok Park 2950 Glen Oak Avenue N. 36.75 Environmental 0.82
Kings Hwy Rec. Ctr (Artz 4 Life)1751 Kings Hwy. 5.58 Special Facilities 6,260
Lake Chautauqua Equestrian and Nature
Preserve 2271 Landmark Drive 27.04 Environmental 0.95
Lake Chautauqua Park East 2312 Landmark Drive 41.10 Environmental 1 0.80 0.80
Lake Chautauqua Park South 2195 Lake Shore Dr. / 2190 Soule Rd. 5.87 Environmental
Lake Lucille Park 1700 Long Street 6.79 Environmental
Lawn Bowls & Shuffleboard Complex 1040 Calumet Street 5.50 Special Facilities 13,095 52 1
Magnolia Street Dock 201 N. Magnolia 0.06 Special Facilities
Mandalay Park 532 N. Mandalay Avenue 5.02 Neighborhood
Marymont Park 1900 Gilbert Street 5.73 Neighborhood 1 1 1 1
McKay Playfield 605 N. Mandalay Avenue 1.68 Neighborhood 2 1 1 1 1
Moccasin Lake Nature Park 2750 Park Trail Lane 52.77 Environmental 10,446 1 0.34
Montclair Park 1821 Montclair Avenue 4.90 Neighborhood 1 2 1
Morningside Recreation Complex 2400 Harn Blvd. 7.73 Community 19,921 1 4 1 1 3
N. Clearwater Nature Park 3050 McMullen Booth Road 30.32 Environmental
N. Greenwood Rec. & Aquatic Complex 900 Martin Luther King Jr. Ave. N. 5.91 Community 36,760 1 2
Northeast Coachman Park 1120 Old Coachman Road 17.24 Special Facilities 1
Northwood Park 2860 Enterprise Road 1.00 Neighborhood
Phillip Jones Field & Parking Lot 1190 Russell Street 5.20 Special Facilities 1
Pier 60 Park & Parking Lot 1 Causeway Blvd. 10.23 Special Facilities 1
Plaza Park 317 Pennslyvania Avenue 1.23 Neighborhood
Prospect Lake Park 100 Prospect Avenue S. 7.34 Environmental 0.62
Ross Norton Rec Complex & Ed Wright Park 1426 S Martin Luther King Jr Ave 47.49 Community 20,000 1 18 2 1 2 1 3 0.98
Sailing Center 1001 Gulf Blvd. 3.84 Special Facilities
Sand Key Bridge Park 951 Gulf Blvd. 2.68 Environmental 3
Seminole Docks 201 Seminole Street 5.75 Special Facilities 3 2
Sid Lickton 714 N. Saturn Avenue 16.84 Special Facilities 1 4 2 1
Soule Road Park 2191 Soule Road 4.92 Neighborhood 1 2 1 0.33
Spring Lake Park 2152 Belcher Road 1.00 Environmental
State Street Park 1971 State Street 6.29 Environmental
Station Square Park 612 Cleveland Street 0.40 Neighborhood
Sunset Sam Park at Island Estates 205 Windward Passage 0.41 Neighborhood 1
The Long Center 1501 N. Belcher 15.78 Community 84,981 1 1 1 1 1 1 2 0.11
Turner Street Dock 3 Turner Street 0.30 Special Facilities
Valencia Park 2050 Hercules Avenue 3.70 Neighborhood 1 2 1
Walter Campbell Park/Buc Field 801 N. Martin Luther King Jr. Ave.5.68 Special Facilities 2
Wood Valley Recreation Center 2800 Park Trail Lane 1.56 Neighborhood 4,338 1 2 1 1
Woodgate Park 2495 Countryside Blvd. 9.48 Neighborhood 1 2 1 1 1
AddressFacility Description Disc Golf Dog
Park Fishing Pier
Centers (Square Feet)
Type Boat
Ramp
Park Land
Acreage(2)
Courts Lawn
Bowling
(Facility)
Picnic
Shelters Playground Pool
Fields Trails
(Paved)
Trails
(Unpaved)
Benesch City of Clearwater
May 2022 7 Parks & Recreation Facilities Impact Fee Study
Table 1 (Continued)
Parks and Recreation Facilities Inventory (1)
1) Source: City of Clearwater Parks and Recreation Department
2) Excludes wetlands, habitat and inaccessible land
Summary Count Park Land
Acreage(2)
Boat
Ramp Aging Well Nature Recreation Basketball Bocci Fitness Court or
Course
Handball
Court Horseshoe Shuffleboard Tennis Volleyball Disc Golf Dog
Park Fishing Pier Baseball -
Full
Baseball -
Youth Playfield Soccer/
Football Softball
Lawn
Bowling
(Facility)
Picnic
Shelters Playground Pool Trails
(Paved)
Trails
(Unpaved)
Community Parks (C)7 142.15 1 84,981 0 114,363 3 2 4 0 18 0 9 0 1 1 2 2 4 2 1 1 0 2 6 11 4.58 0.11
Environmental Parks (E)22 411.28 1 0 10,446 0 0 0 1 0 0 0 0 8 1 0 6 0 0 0 2 0 0 7 2 0 4.64 2.20
Neighborhood Parks (N)23 117.03 0 0 0 4,338 8 2 2 6 0 0 18 0 0 0 0 0 0 5 0 0 0 7 15 0 3.60 0.00
Special Use Facilities (SP)20 271.81 3 0 0 19,355 0 0 1 1 0 52 19 0 1 1 0 5 4 0 15 11 1 12 1 0 0.00 0.00
Total 72 942.27 5 84,981 10,446 138,056 11 4 8 7 18 52 46 8 3 2 8 7 8 7 18 12 1 28 24 11 12.82 2.31
Benesch City of Clearwater
May 2022 8 Parks & Recreation Facilities Impact Fee Study
Service Area and Population
The City of Clearwater provides parks and recreation facilities and services to all city residents.
As such, the service area for the parks and recreational facilities included in the impact fee
calculations is citywide. The demand for services is measured in terms of population per housing
units for residential dwellings and rooms for hotel/motel development. Appendix A, Table A-1
provides the permanent population figures for 2000 through 2045 and Table A-3 provides
persons per housing unit and/or room for residential and transient, assisted, group uses in the
parks and recreation facilities impact fee analysis.
Level of Service
The current achieved level of service (LOS) for all city-owned and maintained parks amounts to
7.95 acres per 1,000 residents, as shown in Table 2. Also presented is the achieved LOS for each
park type and the City’s adopted LOS standard of 4.00 acres per 1,000 residents for all parks.
The achieved LOS measures the investment into the parks and recreational facilities
infrastructure made by the community to date, while the adopted LOS standard reflects intended
infrastructure levels going forward. Impact fees cannot charge new growth at a rate to correct
existing deficiencies. In addition, there needs to be a commitment to continue providing the LOS
used in the impact fee calculation, which is typically achieved through the adopted LOS standard.
For impact fee calculation purposes, this study utilizes the lower of the two figures to provide a
conservative approach. With this approach, the adopted LOS standard is used in the calculation
of the parks and recreation facilities impact fee (4.00 acres per 1,000 residents).
Benesch City of Clearwater
May 2022 9 Parks & Recreation Facilities Impact Fee Study
Table 2
Current Level of Service (2020)
1) Source: Appendix A, Table A-1
2) Source: Table 1
3) Park acreage (Item 2) divided by the City of Clearwater 2022 population (Item 1), multiplied by 1,000 for
each park type
4) Source: City of Clearwater - Recreation and Open Space Element - Section G.1.1.1.
5) Sum of the acreages and LOS for the four types of parks
Table 3 presents a comparison of parks and recreation adopted LOS standard of other select
Florida communities to the City of Clearwater. This comparison indicates that the City’s adopted
LOS standard is on the lower end of the communities reviewed. In terms of achieved LOS,
Clearwater ranks in the mid-range of the comparable jurisdictions.
Variable Population(1)Park
Acreage(2)
Current
LOS(3)
Adopted
LOS(4)
City of Clearwater 2022 Population 118,446
142.15 1.20 N/A
411.28 3.47 N/A
117.03 0.99 N/A
271.81 2.29 N/A
942.27 7.95 4.00
Parks and Recreation Level of Service (Acres per 1,000 Residents):
Total Park Acreage/LOS - All Parks, Excluding Support(5)
Community Parks
Environmental Parks
Neighborhood Parks
Special Use Facilities
Benesch City of Clearwater
May 2022 10 Parks & Recreation Facilities Impact Fee Study
Table 3
Level of Service Comparison
1) Source: City of Orlando Code of Ordinances, Section 59.205. Combined citywide community/neighborhood
park acres.
2) Source: Table 2
3) Source: Imagine 2040 Tampa Comprehensive Plan - Recreation and Open Space ROS Policy 1.1.2. 2.3 acres
of major (community or district) parkland
4) Source: City of Lakeland - Recreation and Open Space Element - Policy 1A
5) Source: City of Largo Comprehensive Plan, Recreation and Open Space Element
6) Source: Orange County Concurrency Management System -Parks: 1.5 acres activity-based; 6.0 acres
resource-based
7) Source: Table 2
8) Source: City of Gainesville Comprehensive Plan - Recreation Element, Table 1: Local 6.0; Community Park
2.0; Neighborhood Park 0.8 acres (May 2012)
9) Source: City of St. Petersburg - Recreation and Open Space Element - Policy R1.1; 9 acres of usable
recreation and open space per 1,000 residents
10) Source: City of Sarasota - Recreation and Open Space Element - Action Strategy 1.1; Open space and
recreational facilities, 10 acres
11) Source: Oldsmar Comprehensive Plan Recreation and Open Space Element Section II. A. For mini-parks,
neighborhood parks, and community parks.
12) Source: Source: Sarasota County Comprehensive Plan, Quality of Life Element. Parks Policy 1.1.1 - 12.00
acres per 1,000 residents of developable park land
13) Source: Pinellas County - Recreation and Open Space Element - Policy 1.1.1.; 14.0 acres of parks and
environmental lands
14) Source: City of Tallahassee Comprehensive Plan - Parks and Recreation Element, Policy 1.1.1 Neighborhood
Park 2.0 (Citywide); Area Park 2.0 (Countywide); Regional Parks 16.0 (Countywide)
15) Source: Comprehensive Plan for Unincorporated Hillsborough County Florida - Recreation and Open Space:
2.4 Local (3.4) Regional (20.00) (Amended June 2008)
Jurisdiction
LOS Standard
(Acres per 1,000
Residents)(1)
City of Orlando(1)3.25
City of Clearwater (Adopted)(2)4.00
City of Tampa(3)4.30
City of Lakeland(4)5.98
City of Largo(5)7.50
Orange County(6)7.50
City of Clearwater (Existing)(7)7.95
City of Gainesville(8)8.80
City of St. Petersburg(9)9.00
City of Sarasota(10)10.00
City of Oldsmar(11)10.00
Sarasota County(12)12.00
Pinellas County(13)14.00
City of Tallahassee(14)20.00
Hillsborough County(15)23.40
Benesch City of Clearwater
May 2022 11 Parks & Recreation Facilities Impact Fee Study
Cost Component
The capital cost associated with parks and recreation facilities consists of two components: the
cost of recreational facilities located at each park and the cost of purchasing and developing land
for each park. The following paragraphs address recreation facility and park land value estimates.
Recreational Facility Value
To estimate current recreational facility value, multiple sources were reviewed to determine the
unit cost of park facilities, including recent construction costs and/or estimated cost for future
facilities, insured values of the facilities, discussions with City staff, and recent cost information
obtained for similar facilities from other jurisdictions.
In addition to the construction cost of recreational facilities, the architectural, engineering and
inspection (AE&I) costs associated with developing this infrastructure are also included. The AE&I
cost is estimated at 11 percent of the construction cost based on estimates provided by the City.
This percentage is also consistent with information obtained from other jurisdictions.
As shown in Table 4, the total recreational facility value for all parks is $131 million, which equates
to an average of nearly $139,000 per acre and $1,108 per resident.
Benesch City of Clearwater
May 2022 12 Parks & Recreation Facilities Impact Fee Study
Table 4
Recreational Facility Value
Description Unit Count(3)Total Cost(4)Count(5)Total Cost(6)Count(7)Total Cost(8)Count(9)Total Cost(10)
Boat Ramp ramp $200,000 1 $200,000 1 $200,000 0 $0 3 $600,000 $1,000,000
- Aging Well square foot $250 84,981 $21,245,250 0 $0 0 $0 0 $0 $21,245,250
- Nature Center square foot $250 0 $0 10,446 $2,611,500 0 $0 0 $0 $2,611,500
- Recreation Center square foot $250 114,363 $28,590,750 0 $0 4,338 $1,084,500 19,355 $4,838,750 $34,514,000
- Basketball Court court $100,000 3 $300,000 0 $0 8 $800,000 0 $0 $1,100,000
- Bocci Courts court $10,000 2 $20,000 0 $0 2 $20,000 0 $0 $40,000
- Fitness Courts/Course course $100,000 4 $400,000 1 $100,000 2 $200,000 1 $100,000 $800,000
- Handball Court court $50,000 0 $0 0 $0 6 $300,000 1 $50,000 $350,000
- Horseshoe Courts court $2,000 18 $36,000 0 $0 0 $0 0 $0 $36,000
- Shuffleboard Court court $5,000 0 $0 0 $0 0 $0 52 $260,000 $260,000
- Tennis Court court $150,000 9 $1,350,000 0 $0 18 $2,700,000 19 $2,850,000 $6,900,000
- Volleyball Court court $15,000 0 $0 8 $120,000 0 $0 0 $0 $120,000
Disc Golf course $24,000 1 $24,000 1 $24,000 0 $0 1 $24,000 $72,000
Dog Park park $250,000 1 $250,000 0 $0 0 $0 1 $250,000 $500,000
Fishing Pier pier $100,000 2 $200,000 6 $600,000 0 $0 0 $0 $800,000
- Baseball Field field $500,000 2 $1,000,000 0 $0 0 $0 5 $2,500,000 $3,500,000
- Baseball - Youth field $250,000 4 $1,000,000 0 $0 0 $0 4 $1,000,000 $2,000,000
- Playfield field $200,000 2 $400,000 0 $0 5 $1,000,000 0 $0 $1,400,000
- Soccer/Football field $590,000 1 $590,000 2 $1,180,000 0 $0 15 $8,850,000 $10,620,000
- Softball field $400,000 1 $400,000 0 $0 0 $0 11 $4,400,000 $4,800,000
Lawn Bowling facility $625,000 0 $0 0 $0 0 $0 1 $625,000 $625,000
Picnic Shelter (Pavilion)shelter $30,000 2 $60,000 7 $210,000 7 $210,000 12 $360,000 $840,000
Playground playground $120,000 6 $720,000 2 $240,000 15 $1,800,000 1 $120,000 $2,880,000
Pool pool $1,000,000 11 $11,000,000 0 $0 0 $0 0 $0 $11,000,000
Trail - Paved mile $800,000 4.58 $3,664,000 4.64 $3,712,000 3.60 $2,880,000 0 $0 $10,256,000
$71,450,000 $8,997,500 $10,994,500 $26,827,750 $118,269,750
$7,859,500 $989,725 $1,209,395 $2,951,053 $13,009,673
$79,309,500 $9,987,225 $12,203,895 $29,778,803 $131,279,423
142.15 409.97 118.34 271.81 942.27
$557,928 $24,361 $103,126 $109,557 $139,323
118,446
$670 $84 $103 $251 $1,108
Total Recreational Facility Cost per Acre(15)
Total Number of Acres(14)
Total Recreational Facility Cost(13)
Total Population(16)
Total Facilities and Equipment Cost per Resident(17)
Recreational Facility Cost
Architecture, Engineering, and Inspection @ 11%(12)
Community Parks
Centers:
Courts:
Fields:
Facility(1)
Unit Cost(2)Total Cost(11)Environmental Parks Neighborhood Parks Special Use Facilities
Benesch City of Clearwater
May 2022 13 Parks & Recreation Facilities Impact Fee Study
(1), (3), (5), (7), (9), Source: Table 1
2) Source: City of Clearwater Parks and Recreation Department for recently built projects and estimates, City
insurance value reports, and recent costs from other jurisdictions
(4), (6), (8), (10), Count of units per facility (Items 3, 5, 7, 9) multiplied by the unit cost (Item 2) for each type of park
11) Sum of the total cost for each park type (Items 4, 6, 8, 10)
12) Facility and equipment cost multiplied by 11 percent for each type of park; percentage is based on the
architecture, engineering and inspection cost estimates provided by the City as well as data obtained from other
Florida jurisdictions.
13) Sum of the recreational facility cost and architecture, engineering and inspection cost (Item 12)
14) Source: Table 1
15) Total recreational facility cost (Item 13) divided by number of acres (Item 14)
16) Source: Table 2
17) Total recreational facility cost (Item 13) divided by total population (Item 16)
Land Cost
The park land value per acre for the City’s parks is calculated based recent park land purchases,
value of current park land, citywide vacant land sales over the past three years, and value of
similar size vacant parcels based on information obtained from the Pinellas County Property
Appraiser’s database. This analysis resulted in an average estimated land value of $300,000 per
acre as presented in Table 5. Appendix B provides further detail regarding the calculation of the
land value.
The cost of land for parks and recreation facilities includes more than just the purchase cost of
the land. Landscaping, site improvement, and irrigation costs are also considered. These costs
can vary greatly, depending on the type of services offered at each park. Based on information
provided by the City, the estimated cost for landscaping, site preparation, and irrigation is
approximately $60,000 per acre, which is presented in Table 5.
Total Impact Cost per Resident
In addition to land value per resident, Table 5 also presents recreation facilities value per resident
as well as the total parks and recreation facility value per resident. As presented, the total parks
and recreation facilities value (impact cost) amounts to $2,548 per resident, of which $1,440 is
for land and $1,108 is for recreational facilities.
Benesch City of Clearwater
May 2022 14 Parks & Recreation Facilities Impact Fee Study
Table 5
Total Impact Cost per Resident
1) Land cost per acre is based on recent park land purchases of the City of Clearwater, future
estimated cost, and a review of vacant land sales and values. Refer to Appendix B for more
information.
2) Estimated based on information provided by the City
3) Sum of the land cost per acre (Item 1) and the landscaping, site preparation, and irrigation
cost per acre (Item 2)
4) Source: Table 2
5) Total land value per acre (Item 3) multiplied by the adopted parks LOS standard (Item 4)
divided by 1,000
6) Source: Table 4
7) Sum of the total land value per resident (Item 5) and the facility & equipment value per
resident (Item 6)
Variable Figure
Land Value per Acre(1)$300,000
Landscaping, Site Preparation, and Irrigation Costs (per acre)(2)$60,000
Total Land Value per Acre (3)$360,000
Adopted Parks LOS Standard (acres per 1,000 Residents)(4)4.00
Total Land Value per Resident(5)$1,440
Facility & Equipment Value per Resident(6)$1,108
Total Parks and Recreation Facilities Value per Resident(7)$2,548
Benesch City of Clearwater
May 2022 15 Parks & Recreation Facilities Impact Fee Study
Credit Component
To avoid overcharging new development for the capital cost of providing parks and recreation
facilities, a review of the capital funding sources allocated to the City’s parks and recreation
program was completed. The purpose of this review is to estimate any future revenues
generated by new development, other than impact fees, which will be used to fund the expansion
of capital facilities and land related to the City of Clearwater parks and recreation program. The
credit component does not include any maintenance or operational expenses, as these types of
expenditures do not add capacity and should not be considered for impact fee credit.
This review indicated that the City’s bond issues with outstanding debt service were not used for
any of the facilities included in the inventory used for impact fee calculations. Given this, only
the City’s “cash” expenditures for capital capacity expansion projects are included in the credit
calculations. As presented in Table 6, the City allocated funding from the Penny for Pinellas
Infrastructure Surtax, General Fund and donations/grants for parks and recreation facilities.
From FY 2017 to FY 2027, the City allocated and programmed approximately $46.4 million dollars
for expansionary projects. This equates to $4.2 million per year and $35.91 per resident.
Once the revenue credit per population is calculated, a credit adjustment is needed for the
portion of the revenue credit funded with ad valorem tax revenues. This adjustment accounts for
the fact that new homes tend to pay higher property taxes per dwelling unit than older homes
and was estimated based on a comparison of the average taxable value of newer homes to that
of all homes. As presented, the adjusted revenue credit per population amounts to $37.71 per
year, which is used for the residential land use.
Benesch City of Clearwater
May 2022 16 Parks & Recreation Facilities Impact Fee Study
Table 6
Capital Expansion Credit (1)
2016/17 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 2023/24 2024/25 2025/26 2026/27
Donations/Grants
Countryside Plex Restroom/Concession/Storage $150,000 -$751,783 ------$901,783
Sid Lickton Batting Tunnels $50,000 --------$50,000
McKay Play Field Improvements ------$150,000 ----$150,000
Total $200,000 $0 $751,783 $0 $0 $0 $150,000 $0 $0 $0 $0 $1,101,783
General Fund
Misc Parks and Recreation Contract Services ---$30,000 $30,000 $300,000 $30,000 $30,000 $30,000 $40,000 $40,000 $530,000
Long Center Major Renovations -----$2,000,000 $2,000,000 $3,000,000 ---$7,000,000
Ross Norton Skate Park Renovations -----$110,000 -----$110,000
Enterprise Road Dog Park Renovation -----$220,000 -----$220,000
McKay Play Field Improvements ------$150,000 ----$150,000
Parking Lot/Bicycle Path Resurface & Improvements $75,000 $75,000 -$75,000 $150,000 $75,000 $100,000 $100,000 $100,000 $100,000 $150,000 $1,000,000
Concrete Sidewalk & Pad Removal & Replacement $50,000 $75,000 $50,000 $60,000 $60,000 $60,000 $75,000 $75,000 $75,000 $75,000 $100,000 $755,000
Jack Russell Stadium Improvements -$275,000 $150,000 $300,000 -------$725,000
Total $125,000 $425,000 $200,000 $465,000 $240,000 $2,765,000 $2,355,000 $3,205,000 $205,000 $215,000 $290,000 $10,490,000
Penny for Pinellas Infrastructure Sales Surtax
Morningside Recreation Center $2,829,735 ----------$2,829,735
Bicycle Paths-Bridges -$1,250,000 $750,000 ---$1,250,000 $1,250,000 ---$4,500,000
McMullen Tennis Complex -$289,364 ---------$289,364
Crest Lake Park Improvements $1,175,000 $6,650,000 ---------$7,825,000
Sid Lickton Batting Tunnels $50,000 ----------$50,000
Sports Fields & Facilities Upgrades/Improvements ---$2,500,000 $5,000,000 $1,000,000 $1,500,000 $500,000 $600,000 $600,000 $700,000 $12,400,000
Neighborhood and Community Parks Renovations -----$400,000 $400,000 $400,000 $400,000 $400,000 $400,000 $2,400,000
Environmental Park Upgrades -------$750,000 $750,000 --$1,500,000
Frank Tack Parking Lot $399,500 ----------$399,500
Woodgate Park Renovations -$450,000 ---------$450,000
Del Oro Park Renovations -$450,000 ---------$450,000
Long Center Parking Improvements --$550,000 --------$550,000
Ed Wright Park Renovations ---$750,000 -------$750,000
North East Coachman Park Renovations -$300,000 ---------$300,000
Youth Sports Field Renovations -$114,840 ---------$114,840
Total $4,454,235 $9,504,204 $1,300,000 $3,250,000 $5,000,000 $1,400,000 $3,150,000 $2,900,000 $1,750,000 $1,000,000 $1,100,000 $34,808,439
Total Capital Expansion Expenditures $4,779,235 $9,929,204 $2,251,783 $3,715,000 $5,240,000 $4,165,000 $5,655,000 $6,105,000 $1,955,000 $1,215,000 $1,390,000 $46,400,222
Average Annual Capital Expansion Expenditures(2)$4,218,202
Average Annual Population(3)117,465
Average Annual Capital Expenditure per Resident for Non-Residential Land Uses(4) $35.91
Portion of Capital Expansion Projects Funded with Ad Valorem Tax Revenues(5)10%
Portion Funded with Ad-Valorem Tax Revenues(6)$3.59
Credit Adjustment Factor(7)1.50
Adjusted Capital Expansion Expenditures per Resident(8)$5.39
Portion Funded with Other Revenue Sources(9)$32.32
Total Capital Expansion Credit per Resident for Residential Land Uses(10)$37.71
Description TotalFiscal Year
Benesch City of Clearwater
May 2022 17 Parks & Recreation Facilities Impact Fee Study
1) Source: City of Clearwater
2) Average annual capital expenditures over the 11-year period
3) Source: Appendix A, Table A-1. Average annual population over the same 11-year period.
4) Average annual capital expansion expenditures (Item 2) divided by average annual population (Item 3)
5) Portion of total capital expansion expenditures funded with ad valorem tax revenue (44% of the General Fund related expenses divided by annual capital
expenditures from all funding sources)
6) Capital expansion expenditures per resident (Item 4) multiplied by the portion of capital expansion projects funded with ad valorem tax revenues (Item 5)
7) Adjustment factor to reflect higher ad valorem taxes paid by new homes
8) Portion funded with ad-valorem tax revenues (Item 6) multiplied by the credit adjustment factor (Item 7)
9) Capital expansion expenditures per resident (Item 4) less portion funded with ad-valorem tax revenues (Item 6)
10) Adjusted capital expansion expenditures per resident (Item 8) plus the portion funded with other revenue sources (Item 9)
Benesch City of Clearwater
May 2022 18 Parks & Recreation Facilities Impact Fee Study
Net Parks and Recreation Facilities Impact Cost
The net impact cost per resident is the difference between the cost and credit components. Table
7 summarizes the calculation of the net impact cost for the parks and recreational facilities
impact fee. As presented, the net impact cost per resident amounts to approximately $1,926 for
residential land uses and $1,956 for non-residential land uses.
Table 7
Net Impact Cost per Resident
1) Source: Table 5
2) Source: Table 6
3) Present value of the capital expansion credit per resident at a capitalization rate of 3.5%. The
capitalization rate was provided by the City of Clearwater and represents the estimated interest
rate for future bonds.
4) Total impact cost per resident (Item 1) less the capital expansion credit per resident (Item 3)
Variable Impact Cost Revenue
Credits
Parks and Recreation Facilities
Total Impact Cost per Resident(1)$2,548.00
Average Annual Capital Expansion Credit per Resident(2)
- Residential Land Uses $37.71
- Non-Residential Land Uses $35.91
Capitalization Rate 3.5%
Capitalization Period (in years)25
Capital Expansion Credit per Resident(3)
- Residential Land Uses $621.52
- Non-Residential Land Uses $591.85
Net Impact Cost per Resident(4)2548
- Residential Land Uses $1,926.48
- Non-Residential Land Uses $1,956.15
Impact Cost
Impact Credit
Net Impact Cost
Benesch City of Clearwater
May 2022 19 Parks & Recreation Facilities Impact Fee Study
Calculated Parks and Recreation Facilities Impact Fee
Table 8 presents the calculated parks and recreation facilities impact fee schedule for the City of
Clearwater. As shown, the fee varies depending on type and size of home. The calculated parks
and recreation facilities impact fee ranges from $2,215 per age restricted attached unit to $5,375
per single family unit of 2,500 square feet or greater.
The fee is calculated by multiplying the net impact cost per resident previously presented in Table
7 by the demand (residents per housing unit and visitors per room for hotel/motel), which is
developed in Appendix A.
Table 8
Calculated Parks and Recreation Facilities Impact Fee Schedule
1) Source: Appendix A, Tables A-2 and A-3
2) Source: Table 7
3) Residents per unit (Item 1) multiplied by the net cost per resident (Item 2)
Land Use Impact Unit Residents
per Unit(1)
Net Cost per
Resident(2)
Calculated
Impact
Fee(3)
Single Family (detached):
- Less than 1,500 sf du 2.24 $1,926.48 $4,315
- 1,500 to 2,499 sf du 2.49 $1,926.48 $4,797
- 2,500 sf or greater du 2.79 $1,926.48 $5,375
Multi-family du 1.50 $1,926.48 $2,890
Mobile Home du 1.37 $1,926.48 $2,639
Age Restricted/Senior Housing (detached)du 1.91 $1,926.48 $3,680
Age Restricted/Senior Housing (attached)du 1.15 $1,926.48 $2,215
Non-Residential
Hotel/Motel room 1.92 $1,956.15 $3,756
Benesch City of Clearwater
May 2022 20 Parks & Recreation Facilities Impact Fee Study
Parks and Recreation Facilities Impact Fee Comparison
As part of the work effort in calculating the parks and recreation impact fee schedule for the City
of Clearwater, the City’s calculated impact fee schedule was compared to the adopted fee
schedule of similar or nearby jurisdictions. Table 9 presents this comparison.
Benesch City of Clearwater
May 2022 21 Parks & Recreation Facilities Impact Fee Study
Table 9
Parks and Recreation Facilities Impact Fee Comparison
1) Represents the portion of the maximum calculated fee for each respective county/city that is actually charged. Fee may have been lowered/increased
through annual indexing or policy discounts. Does not account for moratorium/suspensions.
2) du = dwelling unit
3) Source: Table 8
4) Source: City of Clearwater Community Development Code; Appendix A - Schedule of Fees, Rates, and Charges; Section XV - Recreation and Open Space Land
Dedication. "Recreation Facilities Impact Fee" shown. Fee applies to developments with 8 or more units. Recreational land fees are determined on a case-
by-case basis.
5) Source: City of Boca Raton Building Department Fee Schedule. "Parks and Recreation" impact fee shown. Multi-Family and mobile home fees shown are for
a dwelling unit of 800 to 1,399 sq. ft. in size.
6) Source: City of Doral Ordinance No. 2018-19. "Park" impact fee shown.
7) Source: City of Hollywood. "Park" impact fee shown. Fees shown for multi-family and mobile home is for a 1,001 to 1,500 sq. ft. unit.
8) Source: City of Homestead Development Services Department. Fee shown is for "parks and recreation" and is charged per square foot of residential space.
Fee shown for multi-family and mobile home is for a 1,300 sq. ft. unit.
9) Source: City of Lakeland Community & Economic Development Department. Fees shown are for "Parks, Recreation, and Cultural Facilities". Multi-Family fee
shown represents approximately 85% of fully calculated rate.
10) Source: City of Largo, FL: Comprehensive Development Code: General Development Standards & Impact Fees Section 8.6.2. "Parks and Recreational
Facilities" fee shown.
Calculated(3)Existing(4)
Date of Last Update 2020 1983 N/A 2018 N/A 2005 2019 2016 2016 N/A
Assessed Portion of Calculated(1)N/A 100%N/A 100%N/A 100%80%100%100%N/A
Residential:
Single Family (2,000 sf)du $4,797 $200+land fee $4,570 $4,231 $2,375 $4,340 $3,333 $4,089 $3,302 $350+land fee
Multi-Family (1,300 sf)du $2,890 $200+land fee $3,500 $4,231 $2,175 $2,821 $2,491 $2,726 $2,265 $350+land fee
Mobile Home du $2,639 $200+land fee $3,500 $4,231 $2,175 $2,821 $1,673 $2,726 $2,265 $350+land fee
City of
Oldsmar(12)Land Use Unit(2)City of Clearwater City of
Largo(10)
City of
Lakeland(9)
City of Boca
Raton(5)
City of
Miramar(11)
City of
Doral(6)
City of
Homestead(8)
City of
Hollywood(7)
Calculated(3)Existing(4)
Date of Last Update 2020 1983 2014 2016 2016 2003 2020 2017 2016
Assessed Portion of Calculated(1)N/A 100%14%100%66%100%65%100%100%
Residential:
Single Family (2,000 sf)du $4,797 $200+land fee $966 $3,703 $1,994 $4,018 $2,145 $1,721 $2,719
Multi-Family (1,300 sf)du $2,890 $200+land fee $825 $3,041 $1,636 $4,018 $1,710 $1,165 $2,204
Mobile Home du $2,639 $200+land fee $966 $3,381 $1,597 $4,018 $1,710 $1,283 $1,880
City of
Orlando(13)Land Use Unit(2)City of Clearwater City of Palm
Beach
Gardens(14)
Hillsborough
County(17)
Orange
County(18)
Sarasota
County(19)
Village of
Wellington(16)
Village of
Royal Palm
Beach(15)
Benesch City of Clearwater
May 2022 22 Parks & Recreation Facilities Impact Fee Study
11) Source: City of Miramar Community and Economic Development Department. The rates shown combine the "recreation" impact fee and the "community
parks land dedication" impact fee. The three-bedroom rate is used for the single-family impact fee and the two-bedroom rate is used for both the multi-
family and mobile home impact fees.
12) Source: City of Oldsmar Code of Ordinances Part III - Land Development Code; Article X - Parks and Recreation; Section 10.2 City and park Facilities. "Park
facilities fee" shown. Park land fee is determined on a case-by-case basis.
13) Source: City of Orlando Economic Development Department. Fee shown is for parks and recreation facilities.
14) Source: City of Palm Beach Gardens Unified Services Division. Fees shown is for parks and recreation facilities. Multi-Family fee shown is for greater than
1,000 sq. ft.
15) Source: Village of Royal Palm Beach Municide; Article V, Division 2. "Recreational facilities" impact fee shown. Multi-Family fee shown is for greater than
1,000 sq. ft.
16) Source: Village of Wellington Code of Ordinances. Chapter 33, Article II, Division 3, Sec 33-151. Impact fee per dwelling unit changes based on Average
Persons per Dwelling Unit. Used ACS value for Average Household Size
17) Source: Hillsborough County Permits and Records Department; rates shown effective January 2020. Fees shown represent range of fee in 4 districts at 3-
bedroom rate for single family homes, and two-bedroom rate for multi-family and mobile homes.
18) Source: Orange County Permits Department. "Parks and Recreation" impact fee shown. Fees shown have been indexed since adoption.
19) Source: Sarasota County Planning and Development Services Department. Fees shown is for parks and recreation facilities. Multi-Family fee shown is for
1,250+ sq. ft.
APPENDIX A
Population Calculations
Benesch City of Clearwater
May 2022 A-1 Parks & Recreation Facilities Impact Fee Study
Appendix A: Population Calculations
Parks and recreation facilities impact fee program requires the use of population data in
calculating current levels of service, performance standards, credit calculations, and the demand
component. With this in mind, a consistent approach to developing population estimates and
projections is an important component of the data compilation process. References to
population contained in this report pertain to the permanent population of the City of
Clearwater, unless otherwise noted. The population calculations are based on data collected and
analysis completed in 2020.
Table A-1 presents the population trend for the City of Clearwater. The current population
estimate for Clearwater is approximately 118,446, which is estimated to increase by 9,479
residents by 2045, reaching a population level of 127,925. Table A-2 presents the estimated
number of persons per housing unit for different residential categories.
Benesch City of Clearwater
May 2022 A-2 Parks & Recreation Facilities Impact Fee Study
Table A-1
Permanent Population
Trends & Projections
Source: BEBR, Volume 52, Bulletin 183, April 2019 (Medium-Level Projections)
Year City of Clearwater
2000 108,789
2001 109,231
2002 109,719
2003 110,055
2004 110,325
2005 110,831
2006 110,602
2007 110,469
2008 110,251
2009 109,907
2010 107,685
2011 107,805
2012 107,906
2013 109,065
2014 109,340
2015 110,679
2016 112,387
2017 113,723
2018 115,589
2019 116,585
2020 117,084
2021 117,763
2022 118,446
2023 119,133
2024 119,824
2025 120,535
2026 121,041
2027 121,550
2028 122,060
2029 122,573
2030 123,082
2031 123,463
2032 123,846
2033 124,230
2034 124,615
2035 125,021
2036 125,321
2037 125,622
2038 125,924
2039 126,226
2040 126,557
2041 126,835
2042 127,114
2043 127,394
2044 127,674
2045 127,925
Benesch City of Clearwater
May 2022 A-3 Parks & Recreation Facilities Impact Fee Study
Apportionment of Demand by Residential Unit Type and Size
Parks and recreation facilities impact fees are charged to residential and hotel/motel land uses.
The land use categories included in the impact fee schedule are the following:
• Residential:
o Single Family detached
o Multi-Family
o Mobile Homes
o Age Restricted Senior Housing (detached and attached)
• Non-Residential:
o Hotel/Motel
Table A-2 presents the number of persons per housing type for the residential categories
identified above in the City of Clearwater. This analysis includes all housing units, both occupied
and vacant.
Benesch City of Clearwater
May 2022 A-4 Parks & Recreation Facilities Impact Fee Study
Table A-2
Persons per Housing Unit by Housing Type (Clearwater, 2018)
1) Source: 2018 American Community Survey (ACS); 5-Yr. Estimates, Table B25033
2) Source: 2018 American Community Survey (ACS); 5-Yr. Estimates, Table DP04
3) Ratios developed based on national PPH data derived from the 2015 American Housing Survey
4) Population (Item 1) divided by housing units (Item 2). Single family residential tiers are adjusted by the ratios
developed using the 2015 AHS data (Item 3).
5) Estimate for Senior Housing (detached/attached) is based on people per household figures for single-family
and multi-family homes, adjusted for the residents over 55 years of age based on information obtained from
the 2017 National Household Travel Survey, prepared by the US Department of Transportation.
Table A-3 presents the demand for hotel/motel land use. Data obtained from Visit St.
Pete/Clearwater was used to determine occupancy rates and hotel/motel visitors.
Housing Type Population(1) Housing
Units(2)Ratio(3)
Population /
Housing
Units(4)
Single Family (detached)63,114 25,300 2.49
- Less than 1,500 sf 90%2.24
- 1,500 to 2,499 sf 100%2.49
- 2,500 sf or greater 112%2.79
Multi-Family 44,085 29,381 1.50
Mobile Home 4,663 3,413 1.37
Total/Weighted Average 111,862 58,094 1.93
Age Restricted/Senior Housing (detached)(5)48,263 25,300 1.91
Age Restricted/Senior Housing (attached)(5)33,712 29,381 1.15
Benesch City of Clearwater
May 2022 A-5 Parks & Recreation Facilities Impact Fee Study
Table A-3
City of Clearwater
Occupants per Impact Unit for Transient Land Use
1) Source: Visit St. Pete/Clearwater
2) Source: Visit St. Pete/Clearwater
3) Residents/visitors per unit (Item 1) multiplied by the occupancy rate (Item 2)
Land Use Impact Unit Occupants
Per Unit(1)
Occupancy
Rate(2)
Adjusted
Occupants
Per Unit(3)
Hotel/Motel room 2.70 71%1.92
Appendix B
Land Value
Supplemental Information
Benesch City of Clearwater
May 2022 B-1 Parks & Recreation Facilities Impact Fee Study
Appendix B: Land Value Supplemental Information
This Appendix provides a summary of the analysis used to estimate current park land value in
Clearwater. Land values were determined based on a review of the following information, as
data available:
• Recent land purchases or appraisals/estimates for future purchases (if any);
• Land value of current inventory as reported by the Pinellas County Property Appraiser
(PCPA);
• Value of vacant land by size and by land use; and
• Vacant land sales between 2017 and 2019 by size and by land use.
Between 2010 and 2015, the City purchased five parcels, ranging from 0.2 acres to 1.2 acres in
size. Almost all of these parcels had structures on them, and the purchase price ranged from
$180,000 per acre to $1.3 million per acre, with a weighted average cost of $316,100 per acre.
Current park land values average almost $200,000 per acre, with a range of $8,000 per acre to
$3.9 million per acre (after excluding parcels with a value of lower than $5,000 per acre), based
on the estimates provided by the PCPA. It is important to note that for publicly-owned, non-tax
paying properties, estimated values published by Property Appraisers tend to be on the low end
and not updated as frequently as the value of properties that pay ad valorem taxes.
As reported by the PCPA, vacant residential parcel sale prices between 2017 and 2019 averaged
$316,300 per acre, with a range of $65,000 per acre to $929,000 based on size. Because parks
are unlikely to be located on commercial properties, commercial land sales and values are not
included in this analysis.
The value of vacant land reported by the Property Appraiser for residential parcels with similar
size to the park inventory averaged $290,000 per acre and ranged from $37,000 per acre to
$858,000 per acre.
Given this data, an average land value of $300,000 per acre is used for impact fee calculation
purposes. This information is summarized in Table B-1.
Benesch City of Clearwater
May 2022 B-2 Parks & Recreation Facilities Impact Fee Study
Table B-1
Park Land Value Estimate
1) Source: City of Clearwater
(2) through (6): Pinellas County Property Appraiser
Average Range
City's Park Land Purchases(1)2010-2015 $316,100 $180,000 - $1,305,600
Value of Current Park Land(2)2019 $195,700 $8,200 - $3,884,200
Vacant Land Sales -- All Land Uses(3)2017-2019 $423,200 $65,200 - $929,300
Vacant Land Sales -- Residential Land Use(4)2017-2019 $316,300 $65,200 - $929,300
Vacant Land Values -- All Land Uses(5)2019 $216,500 $18,700 - $1,170,900
Vacant Land Values -- Residential Land Use(6)2019 $289,600 $37,300 - $857,500
Used in the Study 2020 $300,000
Land Value per AcreYearSource
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: 9639-23 2nd rdg
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: OrdinanceIn Control: City Attorney
Agenda Number: 14.5
SUBJECT/RECOMMENDATION:
Adopt Ordinance 9639-23 on second reading, amending the Community Development Code to
replace Chapter 54 in its entirety with a revised Chapter 54, creating a new Parks and
Recreation impact fee system.
SUMMARY:
APPROPRIATION CODE AND AMOUNT:
USE OF RESERVE FUNDS:
Page 1 City of Clearwater Printed on 7/10/2023
1
ORDINANCE NO. 9639-23
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
AMENDING THE COMMUNITY DEVELOPMENT CODE BY REPLACING
CHAPTER 54 IN ITS ENTIRETY WITH A REVISED CHAPTER 54;
CREATING A NEW PARKS AND RECREATION FACILITIES IMPACT
FEE; PROVIDING FOR SECTION 54.01 PURPOSE; SECTION 54.02
DEFINITIONS; SECTION 54.03 APPLICABILITY; SECTION 54.04
CALCULATION OF IMPACT FEES; SECTION 54.05 METHOD AND
TIMING OF PAYMENT; SECTION 54.06 USE OF FUNDS; SECTIONS
54.21 – 54.25 RESERVED; SECTIONS 54.51 – 54.55 RESERVED;
APPENDIX A, ARTICLE XV.; PROVIDING FOR SEVERABILITY; AND
PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, Chapter 54 of the Community Development Code established the
Recreation and Open Space Land Dedication;
WHEREAS, Chapter 54 has not been updated, revised, or amended since 2008.
The methodology and calculation of the fees contained in the Recreation and Open Space
Dedication have not been updated since 1983;
WHEREAS, Tindale Oliver (now Benesch), who was retained by the City of
Clearwater (“City”), completed the Parks and Recreation Facilities Impact Fee Study
(“Study”), dated May 23, 2022. This Study sets forth the calculation methodology and
data by which the City establishes the creation of a new Parks and Recreation Facilities
Impact Fee;
WHEREAS, the calculation of this Parks and Recreation Facilities Impact Fee is
based on the most recent and localized data;
WHEREAS, the accounting and reporting of this Parks and Recreation Facilities
Impact Fee collections and expenditures will be maintained in a separate accounting fund,
and those funds will be specifically earmarked for the use in acquiring, constructing, or
improving public facilities to benefit new users;
WHEREAS, this Park and Recreation Facilities Impact Fee is proportional and
reasonably connected to the need for additional public facilities and the increased impact
generated by new residential development;
WHEREAS, this Parks and Recreation Facilities Impact Fee is proportional and
reasonably connected to the expenditures of funds collected and the benefits accruing to
new residential development;
2
WHEREAS, this Ordinance is consistent with the City’s comprehensive plan and
is in the best interest of the public health, safety, and welfare; and
WHEREAS, the City Council determines that the adoption of this Ordinance to be
in the best interest of the City.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY
OF CLEARWATER, FLORIDA, THAT:
Section 1: Chapter 54 of the Community Development Code is amended as follows:
CHAPTER 54 PARKS AND RECREATION FACILITIES IMPACT FEE
Sec. 54.01. Purpose.
(1) The city council recognizes that growth and development in the city requires that
parks and recreation facilities be expanded to maintain adequate levels of service.
(2) The city has completed a parks and recreation facilities impact fee study which
updates the type, amount, and cost of projected parks and recreation
improvements needed to serve new growth and development.
(3) This chapter is to ensure that new growth and development provides for a
proportionate fair share of the costs of parks and recreation facilities needed to
serve that new growth and development.
(4) This new park and recreation facilities impact fee is proportional and reasonably
connected to the need for additional public facilities and the increased impact
generated by new residential development.
(5) This new parks and recreation facilities impact fee is proportional and reasonably
connected to the expenditures of funds collected and the benefits accruing to new
residential development.
(6) This chapter is consistent with the city’s comprehensive plan and is in the best
interest of the public health, safety, and welfare.
(7) The city has determined that it is in the best economic interests of the citizens of
the city that certain forms of development be exempt from the requirements of
payment of the impact fees contained in this chapter.
3
(8) The city hereby adopts and incorporates by reference, the ‘City of Clearwater
Parks and Recreation Facilities Impact Fee Study’ prepared by Benesch dated
May 23, 2022, which sets forth the calculation methodology and data by which the
city establishes the creation of this parks and recreation facilities impact fee.
Sec. 54.02. Definitions.
The following words, terms, and phrases, when used in this chapter, shall have the
meanings ascribed to them in this section, except where the context clearly indicates a
different meaning:
Age restricted housing means those housing facilities or communities that are (1)
specifically designated and operated to assist elderly person under a state or federal
program; (2) intended for, and solely occupied by, persons 62 years of age or older; or
(3) intended and operated for occupancy by persons 55 years of age or older and at least
80 percent of the occupied units are occupied by at least one person 55 years of age or
older and provide a prohibition against residents 18 years of age or younger in the
recorded governing documents.
Impact fee account means a separate account established by the city for the purpose
of specifically earmarking funds collected under this parks and recreation facilities impact
fee.
Open space land means city-owned land established and maintained primarily to
provide vegetated breaks or vistas in the urban development pattern. Such properties
may be maintained in an essentially natural landform or be given a landscape treatment
with the planting of trees, shrubs, and grass, as well as other appurtenant improvements
such as, but not necessarily limited to, sidewalks, benches, and park lights.
Parks and recreation facilities project means and includes the acquisition of open
space land and construction of recreation facilities and improvements consistent with the
city’s comprehensive plan and which increases the capacity of the city’s park system.
This term includes the capital costs associated with the construction, reconstruction, or
improvements of facilities that have a life expectancy of at least 5 years; design,
engineering, and permitting costs; and other related construction costs required to bring
the facilities into service. The cost of repair and maintenance is excluded from this term.
Recreation facilities means buildings, equipment, and landscape features necessary
to provide for recreation activities, including but not limited to playgrounds, picnic
benches, baseball and softball diamonds, gymnasia, soccer fields, recreation centers,
swimming pools, and courts for basketball, horseshoes, lawn bowling, shuffleboard, and
4
tennis, as well as parking, restrooms, and other appurtenant improvements. This term
includes the city-owned land upon which the facilities are located.
Residential development includes all single-family, duplex, triplex, multiple-family,
mobile homes, and age restricted housing uses.
Study means the ‘City of Clearwater Parks and Recreation Facilities Impact Fee
Study’ prepared by Benesch dated May 23, 2022.
54.03. Applicability.
(1) It is the intent that the provisions of this chapter be applied to new residential
development proposed to be added within the corporate limits of the city, whether
the result of new construction or annexations of developed property.
(2) The following types of development shall be exempt from the parks and recreation
facilities impact fee:
(a) The alteration or expansion of an existing dwelling unit where no additional
units are created, and the use is not changed.
(b) The construction of accessory buildings or structures which will not increase
the number of dwelling units on the land.
(c) The replacement of a destroyed, demolished, or partially destroyed
residential unit where no additional units are created, and the use is not
changed.
(d) Any annexation or construction of single-family affordable housing dwelling
units.
(e) Any annexation of a residential development, whether single-family, duplex,
triplex, multiple-family, mobile homes, or age restricted housing, of seven
units or less.
(3) This chapter shall not affect, in any manner, the permissible use of property,
density or intensity of development, design and improvement standards, or other
applicable standards or requirements of this code.
Sec. 54.04. Calculation of impact fees.
(1) The parks and recreation facilities impact fee imposed for all building permit
applications submitted to and accepted by the city on or after the effective date of
this ordinance for residential development uses are set forth in Appendix A, Article
XV. of this code.
5
(2) Any applicant who has applied for and is in the process of obtaining city
development approvals or building permits and has not paid the recreation and
open space dedication prior to the effective date of this ordinance shall have the
option to have the fee calculated in accordance with the recreation and open space
dedication or this new parks and recreation facilities impact fee, whichever is more
cost effective for the applicant. The option to have the fee calculated in accordance
with the recreation and open space dedication or this new parks and recreation
facilities impact fee shall also apply to applicants with city-approved development
agreements executed prior to the effective date of this ordinance.
(3) Construction of multi-family affordable housing dwelling units will receive a 50
percent reduction per dwelling unit. Annexations of multi-family affordable housing
developments of eight units or more will receive a 50 percent reduction per
dwelling unit. This reduction is reflected and set forth in Appendix A, Article XV.,
subsection e.
(4) A building permit applicant will receive a unit-for-unit impact fee credit for any
existing or previously removed dwelling unit(s) on the subject property. Validation
and verification of the existing or previously removed dwelling unit is required by
the applicant.
Sec. 54.05. Method and timing of payment.
(1) Payment of the parks and recreation facilities impact fee shall be made by certified
check, cashier’s check, or any other form acceptable to the city attorney.
(2) Building permit. Payment of the parks and recreation facilities impact fees shall be
due and payable to the city prior to the issuance of the certificate of occupancy.
(3) Annexation. Payment of the parks and recreation facilities impact fees shall be due
and payable to the city prior to the second reading of the ordinance effectuating
the annexation.
(4) The payment of impact fees shall not entitle the applicant to a building permit or
final certificate of occupancy unless all other applicable land use, land
development, zoning, planning, building, concurrency, and other applicable
requirements, standards, and conditions have been met. Such other requirements,
standards, and conditions are independent of the requirement for payment of
impact fees required by this chapter.
6
Sec. 54.06. Use of funds.
(1) An impact fee account shall be established to serve as the depository of funds
received as parks and recreation facilities impact fees.
(2) Impact fee expenditures for parks and recreation facilities projects shall be
included in the annual capital budget of the city, or as may be approved by the city
council.
(3) Expenditure of such funds shall be made in a timely manner.
(4) Funds may be expended at any location in the city when used for a parks and
recreation facility project.
Sec. 54.21 – Sec. 54.25. Reserved.
Sec. 54.51 – Sec. 54.55. Reserved.
*****
APPENDIX A – SCHEDULE OF FEES, RATES AND CHARGES
XV. Parks and Recreation Facilities Impact Fee:
Fee per unit shall be as follows:
(a) Single Family (detached) Less than 1,500 sf $3,021.00
(b) Single Family (detached) 1,500 sf to 2,499 sf $3,358.00
(c) Single Family (detached) 2,500 sf or greater $3,762.00
(d) Multi-Family (including duplex and triplex) $2,024.00
(e) Affordable Multi-Family (including duplex and triplex) $1,012.00
(f) Mobile Home $1,847.00
(g) Age Restricted Housing (detached)* $2,576.00
(h) Age Restricted Housing (attached)* $1,551.00
*Does not include Mobile Home Parks
7
CHAPTER 54 RECREATION AND OPEN SPACE DEDICATION
ARTICLE I. IN GENERAL
Sec. 54.01. Definitions.
The following words, terms and phrases, when used in this chapter, shall have the
meanings ascribed to them in this section, except where the context clearly indicates a different meaning:
Expansion means the addition of eight or more dwelling units to a residential property. For the purposes of this chapter, the term also includes the addition of 50 percent or more to the floor area of a nonresidential building located on one acre or
more of land.
Land value means, for undeveloped properties, either the most recent sales price or the just value for the land without any agricultural exemption according to the current year's property assessment records of the county property appraiser, whichever is greater. For developed properties, the term means the just value for the land without
any agricultural exemption according to the current year's property assessment records of the county property appraiser.
Open space land means city-owned property established and maintained primarily to provide vegetated breaks or vistas in the urban development pattern. The term includes property acquired by the city with open space funds for use as open space
land. Such properties may be maintained in an essentially natural landform or be given a landscape treatment with the planting of trees, shrubs and grass, as well as other appurtenant improvements such as, but not necessarily limited to, sidewalks, benches and park lights. Open space land may adjoin recreation facilities land in the same park.
Recreation facilities means buildings, equipment and landscape features necessary
to provide for recreation activities, including but not limited to playgrounds, picnic benches, baseball and softball diamonds, gymnasia, soccer fields, recreation centers, swimming pools, and courts for basketball, horseshoes, lawn bowling, shuffleboard and tennis, as well as parking, restrooms and other appurtenant improvements.
Recreation facilities land means city-owned property upon which recreation facilities
are located. The term includes property acquired by the city with recreation facilities land funds for the development of recreation facilities. Recreation facilities land may adjoin open space land in the same park.
Redevelopment means demolition or partial demolition of buildings or structures
and replacement with new buildings or structures.
Residential development includes all single-family, mobile home, duplex, triplex and multiple-family dwellings, hotels/motels and interval ownership/timesharing units. The term does not include nursing homes, adult congregate living facilities, assisted living facilities, halfway houses, group homes, or residential shelters. The dwelling unit
equivalent of a hotel/motel or interval ownership/timesharing unit shall be calculated as
follows:
(1) Four hotel/motel rooms equal one dwelling unit equivalent;
8
(2) One interval ownership/timeshare unit equals one dwelling unit equivalent.
Resource-based recreation area means open space land of citywide significance,
as determined by the city commission. The term includes, but is not necessarily limited
to, bodies of water, wetlands, forests and scenic views. Resource-based recreation area land may be left in its natural state or improved with grass and landscaping, sidewalks, pedestrian trails, boardwalks, fishing piers and docks, canoe trails, bicycle trails, benches, park lights and other improvements appurtenant to the primary use of
enjoyment of the land's natural resources by the public. The land may not be improved
with parking lots, concession stands, restaurants or other similar improvements.
Sec. 54.02. Transition rules.
For applications pending on the effective date of this ordinance, any fee not previously paid shall be due on July 23, 2001.
ARTICLE II. RECREATION LAND AND FACILITIES
Sec. 54.21. Purpose of article.
The purpose of this article is to enable the city commission to implement the objectives and policies of the recreation and open space element of the city comprehensive plan.
Sec. 54.22. Applicability of article; exemptions from article.
(1) It is the intent that the provisions of this article be applied to residential
development proposed to be added to the building stock within the corporate limits of the city, whether the result of new construction within the corporate limits or annexation of developed property, according to the following:
(a) All new residential development of eight dwelling units or more shall comply
with all applicable provisions of this article.
(b) All annexations of residential dwellings of eight dwelling units or more shall comply with all applicable provisions of this article.
(c) All expansion of existing residential development which will add eight or more dwelling units shall comply with all applicable provisions of this article.
(d) All residential redevelopment which will result in a net increase of eight or more
dwelling units shall comply with all applicable provisions of this article.
(2) The following levels of development shall be considered exempt from the recreation land impact fee provisions of section 54.23(1)(a). Unless otherwise indicated, the following levels of development shall be subject to the recreation facilities impact
fee as required by section 54.23(1)(b):
(a) All new residential developments of fewer than eight units;
9
(b) All annexation of residential developments of fewer than eight units shall be considered to be exempt from the recreation facilities impact fee as required by
section 54.23 (1)(b);
(c) All expansion of existing residential development of fewer than eight units;
(d) All residential redevelopment which results in a net increase of fewer than eight dwelling units.
(3) Exceptions to subsections (1) and (2) of this section are hereby granted pursuant to
the following conditions:
(a) Any parcel which has previously met the city's land dedication requirements under the previously established terms of annexation shall not be subject to an additional dedication requirement, provided development intensity does not exceed the level established by zoning or specifically authorized by site plan or subdivision plat approval at the time of land dedication or payment in lieu
thereof. Should the applicant seek to increase the intensity of use, the city reserves the right to impose an additional fee, the amount of which is the difference between the previous dedication and the dedication amount which is determined according to the provisions of this article for the portion of the project which is proposed to be expanded.
(b) Any property which was the subject of an agreement to annex executed prior to the effective date of this article is exempt from the provisions of this article.
(c) Any preexisting agreements to provide open space, park or recreation land established through site plan, subdivision plat or annexation procedures shall be honored by both the city and the affected private party.
(d) Development, redevelopment or expansion of properties located within the downtown redevelopment area, designated as the Community Redevelopment Area in Resolution 02-41, approved by the city commission on August 8, 2002, shall be exempt from the provisions of this article.
Sec. 54.23. Fees—Determination of amount.
(1) The amount of recreation land and development impact fees shall be based, to the extent possible, upon the intensity of the proposed development and the findings contained in the open space and recreation study prepared by the city, which provides the inventory information and methodology used to develop the following fee schedule:
(a) To provide land on which recreation facilities may be built to service additional
population consistent with the level of service prevailing in the city, all applicable residential developments shall be assessed a recreation land impact fee as set forth in appendix A to this Code.
(b) To provide capital facilities to service additional population consistent with the
level of service prevailing in the city, all applicable residential developments
shall be assessed a recreation facilities impact fee as set out in appendix A to this Code.
10
(2) When the dedication requirements set forth in subsection (1)(a) of this section would require the dedication of more than six percent of the net residential area of
any parcel or plat, the applicant shall receive a credit if private recreation facilities
are provided for the use of residents of the proposed development. Such private recreation facilities shall include but not be limited to swimming pools, tennis courts, handball courts, racquetball courts, volleyball courts, playgrounds, picnic areas, fitness trails and the like. The amount of such credit shall be the difference between
the recreation land impact fee computed according to the provisions of subsection
(1)(a) of this section and six percent of the net residential area of the parcel or plat.
(3) The city manager or the manager's designee, with the advice and recommendation of the parks and recreation director, shall determine whether the recreation land impact fee shall be satisfied by a land dedication, money payment, or a
combination thereof. In making this determination, the city manager and parks and
recreation director shall use as a basis the following criteria:
(a) Suitability of land for recreation usage;
(b) Amount of land to be dedicated;
(c) Presence or absence and location of other recreation resources in the area;
(d) Planned recreation needs, as documented in the comprehensive plan;
(e) Ability to maintain recreation lands in a cost effective manner.
Sec. 54.24. Same—Method and timing of payment.
(1) The transfer of land in satisfaction of the provisions of section 54.23 shall be in fee simple, permanent recreation easement, or any other equivalent conveyance which would have the effect of providing the benefits of recreation land in perpetuity to the
residents and visitors of the city to the satisfaction of the city attorney.
(2) Payment of moneys in satisfaction of the provisions of section 54.23 shall be made by certified check, cashier's check or other form acceptable to the city attorney.
(3) Conveyance of any deed, easement or other transfer of interest and any monetary payment for recreation facilities and in lieu of land dedication shall be in a form
acceptable to the city attorney and according to the following schedule:
(a) Annexation: Prior to second reading of the ordinance effectuating annexation. If the property is vacant or developed with less than eight units and is proposed to be developed or redeveloped with eight or more units, the fee shall be due in conjunction with the subdivision plat or site plan.
(b) Subdivision plat: Prior to city approval and signature of the final or record plat.
(c) Site plan: Prior to the issuance of the initial building permit for any residential dwelling on the property. If the development order authorizes phased development and clearly delineated phase lines are displayed on the approved plan, then any conveyance shall occur prior to the issuance of the initial
building permit for the first phase and any monetary payment corresponding to
11
a phase shall be due prior to issuance of the initial building permit for such phase.
(4) The city may, as a service to developers, estimate fees at any time prior to final
development approval. The actual fee, however, shall be determined at the time the fee is due according to the schedule set forth in paragraph (3) above.
Sec. 54.25. Use of moneys and land.
(1) Nonrevocable trust funds shall be established to serve as depositories for moneys received as recreation land impact fees and recreation facilities impact fees.
Programming of fund expenditures shall be included in the annual capital budget of the city, or as may otherwise be approved by the city commission following a public hearing. Expenditures of such funds shall be made in a timely manner. Funds shall be expended to benefit the areas in which they were collected. The standard for expenditure of funds shall be as set forth in policies 24.2.2.2 and 24.2.2.3 of the
comprehensive plan of the city, which state:
(a) Recreation facilities land funds shall be expended within a two-mile radius when used for the acquisition of community park land, within a one-mile radius when used for the acquisition of neighborhood or mini-park parkland, or at any location in the city when used for the acquisition of park land to be used for the
development of a special facility site when the site is based on a recreational facility that is deemed to provide citywide service.
(b) Recreation facilities funds shall be expended within a two-mile radius when used for facilities placed in a community park, within a one-mile radius when used for facilities placed in a neighborhood or mini-park, or at any location in
the city when used for a facility which serves as the basis for the development of a special facility site providing citywide service.
Where practical difficulties such as extent or nature of surrounding development, soil or water conditions, or political boundaries preclude meeting precisely these standards, the city reserves the right to substitute nearby
facilities in a manner consistent with the service delivery program outlined in the parks and recreation element of the comprehensive plan.
(2) Lands and interests acquired pursuant to the provisions of this article shall be dedicated for public recreation purposes and shall be managed in a manner consistent with the objectives and intent of this article.
ARTICLE III. OPEN SPACE LAND
Sec. 54.51. Purpose of article.
The purpose of this article is to enable the city commission to implement the objectives and policies of the recreation and open space element of the city comprehensive plan.
12
Sec. 54.52. Applicability of article; exemptions from article.
(1) The provisions of this article shall apply to the addition to the building stock within the corporate limits of the city, whether as a result of new construction within the
corporate limits or new construction subsequent to filing a petition for annexation, as follows:
(a) All new residential development, whether single-family, duplex, triplex, multifamily or mobile home, of eight units or more;
(b) All new nonresidential development involving land of one acre or more in size;
(c) All new construction commenced after the filing of a petition for annexation, regardless of the date of application for or issuance of a building permit, if the project would be subject to the assessment if constructed on land already within the corporate limits of the city;
(d) All expansion of existing residential development, whether single-family,
duplex, triplex, multifamily or mobile home, which will result in the addition of eight or more units;
(e) All expansion of existing nonresidential development on property one acre or more in area which will result in an increase to the current floor area of 50 percent or more;
(f) All redevelopment of existing residential development which will result in a net increase of eight or more residential dwelling units;
(g) All redevelopment of existing nonresidential development which will result in a net increase of eight or more residential dwelling units and 50 percent or more floor area;
(h) All redevelopment of existing residential development to nonresidential development on property one acre or more in area which will result in a net increase of 50 percent or more floor area.
(2) Exceptions to subsection (1) of this section are hereby granted under the following conditions:
(a) Any parcel which has previously met the city's land dedication requirements under the previously established terms of annexation shall not be subject to an additional dedication requirement, provided development intensity does not exceed the level established by zoning or specifically authorized by site plan or subdivision plat approval at the time of land dedication or payment in lieu
thereof. Should the applicant seek to increase the intensity of use, the city shall
impose an additional fee, the amount of which is the difference between the previous dedication and the dedication amount which is determined according to the provisions of this article for the portion of the project which is proposed to be expanded.
(b) Any property which was the subject of an agreement to annex executed prior
to July 7, 1983, the effective date of this article, is exempt from the provisions of this article.
13
(c) Any preexisting agreements to provide open space, park or recreation land, established through site plan, subdivision plat or annexation procedures, shall
be honored by both the city and the affected private parties.
(d) Development, redevelopment or expansion of properties located within the downtown redevelopment area, designated as the Community Redevelopment Area in Resolution 02-41, approved by the city commission on August 8, 2002, shall be exempt from the provisions of this article.
Sec. 54.53. Fees—Determination of amount.
(1) The amount of the open space impact fee to be assessed is established based on the ratio between public open space and developed land within the city. The inventory information and methodology are outlined in the open space and recreation study prepared in support of this article.
(2) All new development and annexation, if applicable, shall be assessed an open
space land impact fee as set out in appendix A to this Code. For the expansion of existing projects, the open space land impact fee shall be as set out in appendix A to this Code.
(3) The city manager or the manager's designee, with the advice and recommendation of the parks and recreation director, shall determine whether the open space impact
fee shall be satisfied by a land dedication, money payment, or a combination thereof. In making this determination, the city manager and parks and recreation director shall use as a basis the following criteria:
(a) Preservation of environmentally sensitive areas;
(b) Amount of land to be dedicated;
(c) Presence or absence and location of other open space resources in the area;
(d) Planned open space needs, as documented in the comprehensive plan;
(e) Ability to maintain open space lands in a cost effective manner.
Sec. 54.54. Same—Method and timing of payment.
(1) The transfer of land in satisfaction of the provisions of section 54.53 shall be by
deed conveying title in fee simple, permanent open space easement, or any other
equivalent conveyance which would have the effect of providing the benefits of recreation land in perpetuity to the residents and visitors of the city to the satisfaction of the city attorney.
(2) Payment of moneys in satisfaction of the provisions of section 54.53 shall be made
by certified check, cashier's check or cash.
(3) Conveyance of title, easement or other transfer of interest and any monetary payment in lieu of land dedication shall be according to the following schedule:
(a) New construction subsequent to annexation petition: Prior to second reading of the ordinance effectuating annexation.
(b) Subdivision plat: Prior to city approval and signature of the final or record plat.
14
(c) Site plan: Prior to the issuance of the initial building permit for any residential dwelling or nonresidential structure on the property. If the development order
authorizes phased development, with clearly delineated phase lines displayed
on the approved plan, then any conveyance shall occur prior to the issuance of the initial building permit for the first phase and any monetary payment corresponding to a phase shall be due prior to the issuance of the initial building permit for such phase.
Sec. 54.55. Use of moneys and land.
(1) A nonrevocable trust fund shall be established to serve as a depository for moneys received as open space impact fees. Programming of fund expenditures shall be included in the annual capital budget of the city, or as may otherwise be approved by the city commission following a public hearing. Expenditures of such funds shall be made in a timely manner. Funds shall be expended to purchase fee simple
interests, open space easements or equivalent less-than-fee interests to secure open space to benefit the owners of the assessed properties. Funds shall be expended in accordance with policy 24.2.2.1 of the comprehensive plan of the city, which states that open space funds shall be expended within a two-mile radius when used for the acquisition of community parkland, within a one-mile radius when
used for the acquisition of neighborhood or mini-park parkland, or at any location in the city when used for the acquisition of park land to be used for the development of a resource-based recreation area. Where practical difficulties such as extent or nature of surrounding development, soil or water conditions, or political boundaries preclude meeting precisely these standards, the city reserves the right to substitute
nearby facilities in a manner consistent with the service delivery program outlined in the parks and recreation element of the comprehensive plan.
(2) Lands and interests acquired pursuant to the provisions of this article shall be dedicated for public open space purposes and shall be managed in a manner consistent with the objectives and intent of this article.
*****
APPENDIX A – SCHEDULE OF FEES, RATES AND CHARGES
XV. RECREATION AND OPEN SPACE LAND DEDICATION:
(1) Recreation land impact fee, per dwelling unit (see section 54.22 for applicability and
exemptions): 150 square feet per residential dwelling unit or a sum of money equal to the land value.
(2) Recreation facilities impact fee, per dwelling unit (see section 54.22 for applicability and exemptions): $200.00
(3) Open space impact fee (see section 54.52 for applicability and exemptions and
section 54.53 for determination of amount):
15
(a) All new development and annexation shall be assessed an open space land impact fee equal to four percent of the net land area of the project or an
amount of money equal to four percent of the land value.
(b) For the expansion or redevelopment of existing projects, the open space land impact fee shall be computed as follows:
1. For nonresidential uses:
a. If the floor area increases 50 percent or more of existing but less than 100
percent, the assessment shall equal two percent of the net land area of
the project or an amount of money equal to two percent of the land value. b. If the floor area increases 100 percent or more of existing, the assessment shall equal four percent of the net land area of the project or an amount of money equal to four percent of the land value.
2. For residential uses:
a. If previously developed as residential, the assessment shall equal four percent of the net land area attributable to the expanded number of units or an amount of money equal to four percent of the land value. b. If previously developed as non-residential and the floor area increases 50 percent or more of existing but less than 100 percent, the assessment
shall equal two percent of the net land area of the project or an amount of money equal to two percent of the land value. c. If previously developed as non-residential and the floor area increases 100 percent or more of existing, the assessment shall equal four percent of the net land area of the project or an amount of money equal to four
percent of the land value.
Coding: Words in strikeout type are deletions from existing text. Words in underline type are additions.
Section 2: Should any of the clauses, sentences, paragraphs, sections, or parts of this Ordinance be deemed invalid, unconstitutional, or unenforceable by a court of law or administrative agency with jurisdiction over the matter, such action
shall not be construed to affect any other valid portion of this Ordinance.
Section 3: This Ordinance shall become effective 90 days after the second reading and adoption by City Council or October 1, 2023, whichever is later.
16
PASSED ON FIRST READING ____________________
PASSED ON SECOND AND FINAL ____________________ READING AND ADOPTED
____________________________
Brian J. Aungst Sr. Mayor
Approved as to form: Attest:
_________________________ ____________________________ Owen Kohler Rosemarie Call Lead Assistant City Attorney City Clerk
PLANNING & DEVELOPMENT DEPARTMENT
COMMUNITY DEVELOPMENT BOARD STAFF REPORT
MEETING DATE:
AGENDA ITEM:
CASE:
March 21, 2023
F.2.
T A2022-10002
ORDINANCE NO.: 9639-23
REQUEST: To amend the City of Clearwater's Community Development Code
to replace Chapter 54 in its entirety with a revised Chapter 54,
creating a new Parks and Recreation impact fee system.
INITIATED BY: City of Clearwater, Parks and Recreation Department
BACKGROUND:
Proposed Ordinance 9639-23 replaces Chapter 54 of the Commw1ity Development Code in its
entirety as it has not been updated, revised, or amended since 2008 and the methodology and
calculation of the fees contained in the Recreation and Open Space Dedication have not been updated since 1983. This code was initially developed in 1983 and includes three components: Recreation Facility Fee, Recreation Facility Land Fee, and Open Space Fee. The "Florida Impact Fee Act"
requires that impact fees be based on cmTent data. To reflect the most current data, the city desires to update and replace the current impact fee structure.
Tindale Oliver (now Benesch) of Tampa, Florida, was retained to prepare a technical repo11 that documents cmTent conditions in Clearwater as the basis to establish a new impact fee system. The
technical report documented the current cost, credit and demand components associated with providing parks and recreation facilities, along with a resulting fee schedule.
Legal requirements relating to impact fees have primarily been established through case law since the 1980's. In 2006, the Florida legislature passed the "Florida Impact Fee Act", which recognized impact fees as "an outgrowth of home rule, power of a local government to provide certain services within its jurisdiction". §163.31801(2), Fla. Stat. Additional legislation which further affected the impact fee framework in Florida was HB227 in 2009; SB360 in 2009; B7207 in 2011; HB319 in
2013; HB207 in 2019; HB7103 in 2019; HB337 in 2020 and SB1066 in 2021.
The purpose of the proposed impact fee system is to provide an updated equitable fee system based on current data to meet future parks and recreation growth needs of the city.
Planning & Development Department Commooicy Oevel(">prnern Code Text Amendment
ANALYSIS:
The proposed amendments replace the current Chapter 54, Articles I, II and III and Appendix A sections of the Community Development Code, as described below.
Section 54.01. -Definitions is being replaced by Section 54.02:
Definition of the words, terms and phrases in Chapter 54.01 have been removed and replaced with
words, terms, and phrases necessary to define, understand and enforce the new ordinance. New definitions are included for the following words, terms, and phrases: Age restricted housing, Impact fee account, Open space land, Parks and recreation facilities project, Recreation facilities, Residential Development, and Study. Definitions removed and no longer used include Expansion, Land Value, Open Space, Recreation Facilities Land, Redevelopment, Resourced-based recreation area.
Section 54.02 Transition Rules are replaced by Sec. 54.04. (2):
Current transition rules are outdated and do not apply. Transition rules for the new ordinance reflect that any building permit applicant that did not pay the recreation and open space dedication prior to September 1, 2023, shall have the option to have the fee calculated in accordance with the recreation and open space dedication or new parks and recreation facilities impact fee, whichever is more cost effective.
Section 54.21. Purpose of Article is replaced with Section 54.01. Purpose.:
While the overall purpose of both ordinances is similar the proposed ordinance more clearly establishes the purpose and reason for having impact fees. It ensures that new growth and development provides for a proportionate fair share of the costs of parks and recreation facilities
needed to serve new growth and development. This chapter is consistent with the city's comprehensive plan and is in the best interest of the public health, safety, and welfare.
Sec. 54.22. -Applicability of article: exemptions from article is being replaced by Section 54.03 Applicability.
The current ordinance allows for residential developments, annexations, and expansions of fewer than eight units to be exempt from Recreation Land and Open Space Fees.
The current ordinance allows for exemptions for previous development projects, annexations,
agreements to annexations, preexisting agreements, and development or redevelopment of properties in the Downtown Community Redevelopment Area.
Under the proposed ordinance all new residential development or annexations of eight dwelling units
or more will be required to meet this articJe. Under the proposed ordinance, the following would be exempt from payment of impact fees:
1.Alteration or expansion of an existing dwelling unit where no additional units are created.
2.Accessory buildings or structures which will not increase the number of dwelling 1mits.
Community Development Board - March 21, 2023T A2022-10002 -Page 2
Planning & l)evelopment Departine11t
Community Development Code Tex1 Amendment
3.Replacement of a destroyed, demolished, or partially destroyed residential unit where no
additional units are created.
4.Construction of single-family affordable housing dwelling unit.
5.Any annexation of a residential development of seven units or less.
6.Any city-approved development agreement executed prior to the effective date of this ordinance.
Sec. 54.23. -Fees-Determination of amount is being replaced by Section 54.04. Calculation of
impact fees.
Under the current ordinance there are three different fees Open Space Fee, Recreation Facility Land Fee and Recreation Facility Fee.
Open Space and Recreation Facility Land Fee is based on the square foot value of the land to be developed, while the Recreation Facility Fee is $200 per residential dwelling unit.
The Open Space and Recreation Facility Land Fee varies by the size of the property being developed and number of residential units to be constructed The Open Space Fee applies to both residential development ( eight units or more) and nonresidential development on properties of one acre or more.
The Recreation Facilities Land Fee applies to residential and annexations (eight units or more) while
Recreation Facilities Fee applies to all new residential units as well as any annexations of eight units
or more.
Under the proposed ordinance there will be a set fee schedule for the various types of residential developments (single family, duplex, triplex, multi family, mobile home, age restricted developments). One fee replaces three existing fees. Construction of multi family affordable housing dwelling units receive a 50% reduction per dwelling w1it. Also, any building permit
applicant can receive a credit on the basis of previous residential development on the property on a one-to-one basis.
Sec. 54.24. -Same-Method and timing of payment is being replaced with Section 54.05. Method and timing of payment.
Under the current ordinance, the timing of payment varies between annexations, subdivision plat and site plan. While timing of payment may vary, over 90% of all project fees are collected prior to or on the same day as when the building permit is issued. The proposed ordinance requires that payment is due for annexations prior to the second reading of the ordinance effectuating annexation and for residential developments prior to the issuance of the Certificate of Occupancy (CO).
Community Development Board - March 21, 2023T A2022-l 0002 -Page 3
Planning & Development Department Co1nmunity De\relopment Code Tcxl Amendment
Sec. 54.25. -Use of moneys and land is being replaced by Section 54.06 Use of funds.
Under the current ordinance Recreation Facility Land and Open Space Funds shall be expended within a two-mile radius when used for the acquisition of community park land, within a one-mile radius when used for the acquisition of neighborhood or mini-park parkland, or at any location in the
city when Recreation Facility Land Funds are used for the acquisition of park land to be used for the
development of a special facility site when the site is based on a recreational facility that is deemed
to provide citywide service and at any location in the city when used for the acquisition of park land to be used for the development of a resourced-based recreation area.
Funds collected under the proposed ordinance can be used anywhere for the purchase of park land or
recreation facilities within the city-wide benefit district which is the limits of the City of Clearwater.
Appendix A -Schedule of Fees, Rates and Changes-is being replaced with a new Schedule A.
The current fee structme for residential development is as follows:
Recreation Land Fee -150 square feet (SF) per each residential unit multiplied by the square foot
value of land.
Recreation Facility Fee -$200 per residential unit.
Open Space Fee -Could be up to 4% of land being developed multiplied by the square foot value of land.
The new fee is based on the net impact cost per resident for recreational services multiplied by the
number of residents per unit. The following table reflects the proposed Parks & Recreation Facility Impact Fee Schedule.
(a)Single Family (detached) Less than 1,500 sf
(b)Single Family ( detached) 1,500 sf to 2,499 sf(c)Single Family (detached) 2,500 sf or greater
(d)Multi Family (including duplex and triplex)(e)Affordable Multi Family (including duplex and triplex)(f)Mobile Home
(g)Age Restricted Housing ( detached)*(h)Age Restricted Housing (attached)*
*Does not include Mobile Home Parks
$3,021.00 $3,358.00 $3,762.00 $2,024.00 $1,012.00 $1,847.00 $2,576.00
$1,551.00
Community Development Board - March 21, 2023 T A2022-I 0002 -Page 4
Planning & Development Department
Commuo1cy Development Code Te:<l Amendment
CRITERIA FOR TEXT AMENDMENTS:
CDC Section 4-601 sets forth the procedures and criteria for reviewing text amendments. All text amendments must comply with the following:
1.The proposed amendment is consistent with and furthers the goals, policies and objectivesof the Comprehensive Plan.
A review of the Clearwater Comprehensive Plan identified the following goals, objectives andpolicies which will be furthered by the proposed Code amendments:
Objective G.1.1 The City shall ensure that parks, open space, trails and recreation facilities areefficiently and adequately maintained for all segments and districts of the population according to the level of service standards established for the city.
Policy G.1.1.1 Maintain the established minimum level of service standard of four ( 4) acres
of core system parkland for every one thousand (1,000) persons for citywide
application. For purposes of applying this Level of Service standard, core system parkland includes community, neighborhood, and scenic parks.
The proposed amendments include a Level of Service (LOS) to maintain four acres for every 1,000 residents. Definition of parkland included in the technical report include community,
neighborhood, environmental and some special use facilities. It excludes parks not owned by the city, parks/facilities that generate revenue where the public has to pay to enter as well as wetlands or inaccessible land.
Objective G.1.2 The City of Clearwater shall continue intergovernmental coordination with the private sector and other public entities to increase public recreational opportunities and open space acreage.
Policy G .1.2.1 Continue to enforce the adopted recreation and open space land dedication
requirements for the express purpose of maintaining the existing levels of service of recreation lands and facilities.
The proposed amendments will provide the funding necessary to meet LOS for recreation lands
and facilities.
Objective G.1.3 Continue to increase the supply of core system parkland in areas needing additional neighborhood parks.
Policy G. l.3.2 Continue to acquire parkland for new supplemental parks to meet district deficiencies.
The proposed amendments will provide the funding necessary to purchase parks in areas of the city not currently being served.
Community Development Board - March 21, 2023T A2022-I 0002 -Page 5
Pianoing & Development Department
Community Development Code Text Amendment
Objective G.1.6 Develop new and enhance existing blueways, greenways and recreational trail
systems throughout Clearwater.
Policy G.1.6.1 The City will continue to develop greenways and trails as identified in Sh(fting Gears-Clearwater's Bicycle and Pedestrian Master Plan.
Policy G.1.6.2 The City will provide new access or enhance/maintain existing access to water
bodies where possible for recreational use.
The proposed amendments will provide funding for future trails and new access ways to water bodies.
2.The proposed amendments furthers the purposes of the Community Development Code andother City ordinances and actions designed to implement the Plan.
The proposed text amendment will further the purposes of the CDC in that it will be consistentwith the following purposes set forth in CDC Section 1-103:
Sec. 1-103 .A. It is the purpose of this Development Code to implement the ComprehensivePlan of the city; to promote the health, safety, general welfare and quality oflife in the city; to guide the orderly growth and development of the city; toestablish rules of procedure for land development approvals; to enhance thecharacter of the city and the preservation of neighborhoods; and to enhance thequality of life of all residents and property owners of the city.
Sec. 1-103.D. It is the fu1ther purpose of this Development Code to make beautification of
the city a matter of the highest priority and to require that existing and future
uses and structmes in the city are attractive and well-maintained to the maximum extent permitted by law.
Sec. 1-103 .E. l. Provide for adequate light, air, and privacy; secure safety from fire, fiood, and other damage; prevent overcrowding of the land and undue congestion of
population; and improve the quality of life for the citizens of the city.
Sec. 1-103.E.2. Protect the character and the social and economic stability of all parts of the city through the establishment of reasonable standards which encourage the orderly and beneficial development of land within the city.
Sec. 1-103.E.5. Preserve the natural resources and aesthetic character of the community for both the resident and tourist population consistent with the city's economic underpinnings.
Sec. 1-103 .E.6. Provide for open spaces through efficient project design and layout that addresses appropriate relationships between buildings on the project site and adjoining properties, including public rights-of-way and other public places.
The an1endments proposed in this ordinance will further the above referenced purposes by implementing the Comprehensive Plan policies relating to the preservation of parklands and recreation facilities for generations to come. It will provide a regulatory framework whereby new
Community Development Board - March 21, 2023
T A2022-l 0002 -Page 6
Planning & Oevelopmcnl Depanmem C"o111muni1y Oe\'elopmen1 Code Te,-:1 Amcndmenl
residents will part1c1pate in providing for new parks and facilities to maintain current City standards. As such, proposed Ordinance 9639-23 furthers the purposes in the CDC.
SUMMARY AND RECOMMENDATION:
The proposed amendment to the Community Development Code is consistent with and will further the goals of the Clearwater Comprehensive Plan and the purposes of the Community Development Code.
Based upon the above, the Planning and Development Department recommends APPROVAL of Ordinance No. 9639-23 that amends the Community Development Code.
Prepared by Parks and Recreation Department Staff: £ td-QIB
ATTACHMENTS: Ordinance No. 9639-23 Parks and Recreation Facilitic;:s Impact Fee Study Resume
Community Development Board - March 21, 2023 T A2022-I 0002 -Page 7
Art Kader
Assistant Director
Parks and Recreation Facilities
Impact Fee Study
Final Report
May 23, 2022
Prepared for:
City of Clearwater
100 South Myrtle Avenue
Clearwater, Florida 33756
ph (727) 562-4800
Prepared by:
Benesch
1000 N. Ashley Dr., #400
Tampa, Florida 33602
ph (813) 224-8862
E-mail: nkamp@benesch.com
Benesch City of Clearwater
May 2022 i Parks & Recreation Facilities Impact Fee Study
City of Clearwater
Parks and Recreation Facilities
Impact Fee Update Study
Table of Contents
Introduction ............................................................................................................................... 1
Methodology ......................................................................................................................... 1
Legal Overview ...................................................................................................................... 2
Facility Inventory ....................................................................................................................... 5
Service Area and Population ..................................................................................................... 8
Level of Service .......................................................................................................................... 8
Cost Component ........................................................................................................................ 11
Credit Component ..................................................................................................................... 15
Net Parks and Recreation Facilities Impact Cost ...................................................................... 18
Calculated Parks and Recreation Facilities Impact Fee ............................................................ 19
Parks and Recreation Facilities Impact Fee Comparison ......................................................... 20
Appendices:
Appendix A: Population Calculations
Appendix B: Land Value -- Supplemental Information
Benesch City of Clearwater
May 2022 1 Parks & Recreation Facilities Impact Fee Study
Introduction
The City of Clearwater’s Parks and Recreation Impact Fee Program was initially developed in 1983
and included three components: recreational facilities fee, park land fee, and open space fee.
To reflect the most current data, the City is interested in updating the impact fee for the parks
and recreation facilities and retained Benesch (formerly Tindale Oliver) to prepare the necessary
technical analysis. This technical study addresses park land and recreational facilities fees and
ensures that the City’s impact fee program follows legal requirements of fees being based on
most recent and localized data. The analysis and calculations in this report were initially
completed in 2020; however, cost and credit components were updated in 2022 to reflect most
recent localized data.
Methodology
In developing the City’s impact fee program, a consumption-based impact fee methodology is
utilized, which is commonly used throughout Florida. A consumption-based impact fee charges
new growth the proportionate share of the cost of providing additional infrastructure available
for use by new growth. Unlike a “needs-based” approach, the consumption-based approach
ensures that the impact fee is set at a rate that existing deficiencies cannot be corrected with
impact fee revenues. With this approach, the City does not need to go through the process of
estimating the portion of each capacity expansion project that may be related to existing
deficiencies.
In addition, per legal requirements, a credit is subtracted from the total cost to account for the
value of future contributions of the new development toward parks and recreation capacity
expansion projects through other revenue sources. Contributions used to calculate the credit
component include estimates of future non-impact fee revenues generated by the new
development that will be used toward capacity expansion projects. In other words, case law
requires that the new development should not be charged twice for the same infrastructure.
Finally, a consumption-based impact fee charges new development based upon the burden
placed on services from each land use (demand). The demand component is measured in terms
of population/visitors per unit.
Benesch City of Clearwater
May 2022 2 Parks & Recreation Facilities Impact Fee Study
Legal Overview
In Florida, legal requirements related to impact fees have primarily been established through
case law since the 1980’s. Generally speaking, impact fees must comply with the “dual rational
nexus” test, which requires that they:
• Be supported by a study demonstrating that the fees are proportionate in amount to the
need created by new development paying the fee; and
• Be spent in a manner that directs a proportionate benefit to new development, typically
accomplished through establishment of benefit districts (if needed) and a list of capacity-
adding projects included in the City’s Capital Improvement Plan, Capital Improvement
Element, or another planning document/Master Plan.
In 2006, the Florida legislature passed the “Florida Impact Fee Act,” which recognized impact fees
as “an outgrowth of home rule power of a local government to provide certain services within its
jurisdiction.” § 163.31801(2), Fla. Stat. The statute – concerned with mostly procedural and
methodological limitations – did not expressly allow or disallow any particular public facility type
from being funded with impact fees. The Act did specify procedural and methodological
prerequisites, such as the requirement of the fee being based on most recent and localized data,
a 90-day requirement for fee changes, and other similar requirements, most of which were
common to the practice already.
More recent legislation further affected the impact fee framework in Florida, including the
following:
• HB 227 in 2009: The Florida legislation statutorily clarified that in any action challenging
an impact fee, the government has the burden of proving by a preponderance of the
evidence that the imposition or amount of the fee meets the requirements of state legal
precedent or the Impact Fee Act and that the court may not use a deferential standard.
• SB 360 in 2009: Allowed fees to be decreased without the 90-day notice period required
to increase the fees and purported to change the standard of legal review associated with
impact fees. SB 360 also required the Florida Department of Community Affairs (now the
Department of Economic Opportunity) and Florida Department of Transportation (FDOT)
to conduct studies on “mobility fees,” which were completed in 2010.
• HB 7207 in 2011: Required a dollar-for-dollar credit, for purposes of concurrency
compliance, for impact fees paid and other concurrency mitigation required.
Benesch City of Clearwater
May 2022 3 Parks & Recreation Facilities Impact Fee Study
• HB 319 in 2013: Applied mostly to concurrency management authorities, but also
encouraged local governments to adopt alternative mobility systems using a series of
tools identified in section 163.31801 (5)(f), Florida Statutes.
• HB 207 in 2019: Included the following changes to the Impact Fee Act along with
additional clarifying language:
1. Impact fees cannot be collected prior to building permit issuance; and
2. Impact fee revenues cannot be used to pay debt service for previously approved
projects unless the expenditure is reasonably connected to, or has a rational nexus
with, the increased impact generated by the new residential and commercial
construction.
• HB 7103 in 2019: Addressed multiple issues related to affordable housing/linkage fees,
impact fees, and building services fees. In terms of impact fees, the bill required that
when local governments increase their impact fees, the outstanding impact fee credits
for developer contributions should also be increased. This requirement was to operate
prospectively; however, HB 337 that was signed in 2021 deleted this clause and made all
outstanding credits eligible for this adjustment. This bill also allowed local governments
to waive/reduce impact fees for affordable housing projects without having to offset the
associated revenue loss.
• SB 1066 in 2020: Added language allowing impact fee credits to be assignable and
transferable at any time after establishment from one development or parcel to another
that is within the same impact fee zone or impact fee district or that is within an adjoining
impact fee zone or district within the same local government jurisdiction. In addition,
added language indicating any new/increased impact fee not being applicable to current
or pending permit applications submitted prior to the effective date of an ordinance or
resolution imposing new/increased fees.
• HB 1339 in 2020: Requires reporting of various impact fee related data items within the
annual financial audit report submitted to the Department of Financial Services.
• HB 337 in 2021: Placed limits on the amount and frequency of fee increases, but also
included a clause to exceed these restrictions if the local governments can demonstrate
extraordinary circumstances, hold two public workshops discussing these circumstances
and the increases are approved by two-thirds of the governing body. Provided a
definition of infrastructure as “a fixed capital expenditure or fixed capital outlay, excluding
the cost of repairs or maintenance, associated with the construction, reconstruction, or
improvement of public facilities that have a life expectancy of at least 5 years…”. This act
is retroactive to January 1, 2021.
Benesch City of Clearwater
May 2022 4 Parks & Recreation Facilities Impact Fee Study
The following paragraphs provide further detail on the generally applicable legal standards
applicable here.
Impact Fee Definition
• An impact fee is a one-time capital charge levied against new development.
• An impact fee is designed to cover the portion of the capital costs of infrastructure
capacity consumed by new development.
• The principle purpose of an impact fee is to assist in funding the implementation of
projects identified in the Capital Improvements Element (CIE) and other capital
improvement programs for the respective facility/service categories.
Impact Fee vs. Tax
• An impact fee is generally regarded as a regulatory function established based upon the
specific benefit to the user related to a given infrastructure type and is not established
for the primary purpose of generating revenue for the general benefit of the community,
as are taxes.
• Impact fee expenditures must convey a proportional benefit to the fee payer. This is
accomplished through the establishment of benefit districts, where fees collected in a
benefit district are spent in the same benefit district. In the case of cities, typically a single
citywide benefit district is used due to the compact nature of the area.
• An impact fee must be tied to a proportional need for new infrastructure capacity created
by new development.
This technical report has been prepared to support legal compliance with existing case law and
statutory requirements and documents the methodology used for impact fee calculations in the
following sections, including an evaluation of the inventory, service area, level of service (LOS),
cost, and credit. Information supporting this analysis was obtained from the City and other
sources, as indicated.
Benesch City of Clearwater
May 2022 5 Parks & Recreation Facilities Impact Fee Study
Facility Inventory
The City of Clearwater owns and maintains 72 parks and special use facilities, including 7
community parks, 22 environmental parks, 23 neighborhood parks, and 20 special use facilities.
The inventory used for impact fee calculations excludes parks that are not owned by the City,
parks/facilities that generate revenue and the public has to pay
to enter as well as wetlands/habitat or inaccessible land. Table
1 provides a summary of parks and recreation facilities owned
by the City and included as part of the impact fee study.
There are 52 city-owned
parks and 20 special use
facilities included in the
impact fee inventory.
Benesch City of Clearwater
May 2022 6 Parks & Recreation Facilities Impact Fee Study
Table 1
Parks and Recreation Facilities Inventory (1)
Aging Well Nature Recreation Basketball Bocci Fitness Court or
Course Handball Horseshoe Shuffleboard Tennis Volleyball Baseball -
Full
Baseball -
Youth Playfield Soccer/
Football Softball
Allen's Creek Park 1281 Hercules Avenue 18.64 Environmental 1 0.25
Alligator Lake Park 1111 McMullen Booth 32.00 Environmental
Bay Park on Sand Key 1551 Gulf Blvd. 3.55 Neighborhood 2 1 0.16
Bayview Park 3050 Gulf-To-Bay 4.41 Environmental 2 0.45
Belmont Park 1535 S. Greenwood Avenue 2.69 Neighborhood 1
Charles Park 2015 Broadway Avenue 1.00 Neighborhood 1
Charter Oaks Park 2001 Charter Oaks Park 1.14 Neighborhood 0.50
Cherry Harris Park 1141 Beckett Street 2.54 Neighborhood 2 1 0.40
Clearwater Beach Recreation Complex 69 Bay Esplanade 4.13 Community 1 12,542 1 2 3 1 1
Clearwater Public Beach 160 Gulfview Blvd. 12.90 Environmental 8 1
Cliff Stephens Park 901 Fairwood Avenue 48.00 Environmental 1 1 2 0.59
Coachman Park & Bayfront Tennis &
Memorial Park (Imagine Clearwater project)301 Drew Street 22.00 Special Facilities
Coachman Ridge Park 1400 Old Coachman Road 9.90 Neighborhood 1 2 2 1 0.59
Cooper's Bayou Park 709 Bayshore Blvd. 8.89 Environmental 1 0.19
Cooper's Point Park 3411 Gulf-To-Bay Blvd. 30.00 Environmental
Country Hollow Park 2724 Brattle Lane 4.90 Neighborhood 2 0.27
Countryside Community Park 2640 Sabal Springs Drive 22.76 Community 25,140 1 1 4 1 1
Countryside Sports Complex 3060 McMullen Booth Road 12.36 Special Facilities 4
Crest Lake Park 201 Glenwood Ave 38.35 Community 1 1 1 1 3.60
Cypress Bend Park 2619 Winding Wood Drive 4.00 Environmental
Cypress Point Park 2236 Cypress Point Drive E. 1.50 Environmental
Del Oro Park & Ream Wilson Trailhead 401 McMullen Booth Road 23.40 Neighborhood 1 2 1 1
Eddie C. Moore Rec. Complex - Fields 1-4 3050 Drew Street 24.52 Special Facilities 3 4 1
Eddie C. Moore Rec. Complex - Fields 5-7 2998 Drew Street 41.34 Special Facilities 3 1
Eddie C. Moore Rec. Complex - Fields 8-9 2780 Drew Street 5.00 Special Facilities 2 1
Edgewater Dr. Park 1920 Edgewater Drive 6.77 Neighborhood 0.49
Enterprise Dog Park 2671 Enterprise Road 20.44 Special Facilities 1 1
Forest Run Park 3450 Landmark Drive 20.90 Neighborhood 1 2 2 1 0.86
Frank Tack Park 1967 N. Hercules Avenue 16.86 Special Facilities 2
Garden Avenue Park 1010 N. Garden Avenue 0.21 Neighborhood 1 1
Glen Oaks Park N & S 1345 Court Street 31.68 Environmental 2 3 1 1.03
Glenwood Park 617 N. Glenwood Avenue 1.31 Environmental
Henry McMullen Tennis Cmplx 1000 Edenville Avenue. 20.75 Special Facilities 1 1 19 4
Joe DiMaggio Fields 420 Old Coachman Road 32.32 Special Facilities 2 5 1
Kapok Park 2950 Glen Oak Avenue N. 36.75 Environmental 0.82
Kings Hwy Rec. Ctr (Artz 4 Life)1751 Kings Hwy. 5.58 Special Facilities 6,260
Lake Chautauqua Equestrian and Nature
Preserve 2271 Landmark Drive 27.04 Environmental 0.95
Lake Chautauqua Park East 2312 Landmark Drive 41.10 Environmental 1 0.80 0.80
Lake Chautauqua Park South 2195 Lake Shore Dr. / 2190 Soule Rd. 5.87 Environmental
Lake Lucille Park 1700 Long Street 6.79 Environmental
Lawn Bowls & Shuffleboard Complex 1040 Calumet Street 5.50 Special Facilities 13,095 52 1
Magnolia Street Dock 201 N. Magnolia 0.06 Special Facilities
Mandalay Park 532 N. Mandalay Avenue 5.02 Neighborhood
Marymont Park 1900 Gilbert Street 5.73 Neighborhood 1 1 1 1
McKay Playfield 605 N. Mandalay Avenue 1.68 Neighborhood 2 1 1 1 1
Moccasin Lake Nature Park 2750 Park Trail Lane 52.77 Environmental 10,446 1 0.34
Montclair Park 1821 Montclair Avenue 4.90 Neighborhood 1 2 1
Morningside Recreation Complex 2400 Harn Blvd. 7.73 Community 19,921 1 4 1 1 3
N. Clearwater Nature Park 3050 McMullen Booth Road 30.32 Environmental
N. Greenwood Rec. & Aquatic Complex 900 Martin Luther King Jr. Ave. N. 5.91 Community 36,760 1 2
Northeast Coachman Park 1120 Old Coachman Road 17.24 Special Facilities 1
Northwood Park 2860 Enterprise Road 1.00 Neighborhood
Phillip Jones Field & Parking Lot 1190 Russell Street 5.20 Special Facilities 1
Pier 60 Park & Parking Lot 1 Causeway Blvd. 10.23 Special Facilities 1
Plaza Park 317 Pennslyvania Avenue 1.23 Neighborhood
Prospect Lake Park 100 Prospect Avenue S. 7.34 Environmental 0.62
Ross Norton Rec Complex & Ed Wright Park 1426 S Martin Luther King Jr Ave 47.49 Community 20,000 1 18 2 1 2 1 3 0.98
Sailing Center 1001 Gulf Blvd. 3.84 Special Facilities
Sand Key Bridge Park 951 Gulf Blvd. 2.68 Environmental 3
Seminole Docks 201 Seminole Street 5.75 Special Facilities 3 2
Sid Lickton 714 N. Saturn Avenue 16.84 Special Facilities 1 4 2 1
Soule Road Park 2191 Soule Road 4.92 Neighborhood 1 2 1 0.33
Spring Lake Park 2152 Belcher Road 1.00 Environmental
State Street Park 1971 State Street 6.29 Environmental
Station Square Park 612 Cleveland Street 0.40 Neighborhood
Sunset Sam Park at Island Estates 205 Windward Passage 0.41 Neighborhood 1
The Long Center 1501 N. Belcher 15.78 Community 84,981 1 1 1 1 1 1 2 0.11
Turner Street Dock 3 Turner Street 0.30 Special Facilities
Valencia Park 2050 Hercules Avenue 3.70 Neighborhood 1 2 1
Walter Campbell Park/Buc Field 801 N. Martin Luther King Jr. Ave.5.68 Special Facilities 2
Wood Valley Recreation Center 2800 Park Trail Lane 1.56 Neighborhood 4,338 1 2 1 1
Woodgate Park 2495 Countryside Blvd. 9.48 Neighborhood 1 2 1 1 1
AddressFacility Description Disc Golf Dog
Park Fishing Pier
Centers (Square Feet)
Type Boat
Ramp
Park Land
Acreage(2)
Courts Lawn
Bowling
(Facility)
Picnic
Shelters Playground Pool
Fields Trails
(Paved)
Trails
(Unpaved)
Benesch City of Clearwater
May 2022 7 Parks & Recreation Facilities Impact Fee Study
Table 1 (Continued)
Parks and Recreation Facilities Inventory (1)
1) Source: City of Clearwater Parks and Recreation Department
2) Excludes wetlands, habitat and inaccessible land
Summary Count Park Land
Acreage(2)
Boat
Ramp Aging Well Nature Recreation Basketball Bocci Fitness Court or
Course
Handball
Court Horseshoe Shuffleboard Tennis Volleyball Disc Golf Dog
Park Fishing Pier Baseball -
Full
Baseball -
Youth Playfield Soccer/
Football Softball
Lawn
Bowling
(Facility)
Picnic
Shelters Playground Pool Trails
(Paved)
Trails
(Unpaved)
Community Parks (C)7 142.15 1 84,981 0 114,363 3 2 4 0 18 0 9 0 1 1 2 2 4 2 1 1 0 2 6 11 4.58 0.11
Environmental Parks (E)22 411.28 1 0 10,446 0 0 0 1 0 0 0 0 8 1 0 6 0 0 0 2 0 0 7 2 0 4.64 2.20
Neighborhood Parks (N)23 117.03 0 0 0 4,338 8 2 2 6 0 0 18 0 0 0 0 0 0 5 0 0 0 7 15 0 3.60 0.00
Special Use Facilities (SP)20 271.81 3 0 0 19,355 0 0 1 1 0 52 19 0 1 1 0 5 4 0 15 11 1 12 1 0 0.00 0.00
Total 72 942.27 5 84,981 10,446 138,056 11 4 8 7 18 52 46 8 3 2 8 7 8 7 18 12 1 28 24 11 12.82 2.31
Benesch City of Clearwater
May 2022 8 Parks & Recreation Facilities Impact Fee Study
Service Area and Population
The City of Clearwater provides parks and recreation facilities and services to all city residents.
As such, the service area for the parks and recreational facilities included in the impact fee
calculations is citywide. The demand for services is measured in terms of population per housing
units for residential dwellings and rooms for hotel/motel development. Appendix A, Table A-1
provides the permanent population figures for 2000 through 2045 and Table A-3 provides
persons per housing unit and/or room for residential and transient, assisted, group uses in the
parks and recreation facilities impact fee analysis.
Level of Service
The current achieved level of service (LOS) for all city-owned and maintained parks amounts to
7.95 acres per 1,000 residents, as shown in Table 2. Also presented is the achieved LOS for each
park type and the City’s adopted LOS standard of 4.00 acres per 1,000 residents for all parks.
The achieved LOS measures the investment into the parks and recreational facilities
infrastructure made by the community to date, while the adopted LOS standard reflects intended
infrastructure levels going forward. Impact fees cannot charge new growth at a rate to correct
existing deficiencies. In addition, there needs to be a commitment to continue providing the LOS
used in the impact fee calculation, which is typically achieved through the adopted LOS standard.
For impact fee calculation purposes, this study utilizes the lower of the two figures to provide a
conservative approach. With this approach, the adopted LOS standard is used in the calculation
of the parks and recreation facilities impact fee (4.00 acres per 1,000 residents).
Benesch City of Clearwater
May 2022 9 Parks & Recreation Facilities Impact Fee Study
Table 2
Current Level of Service (2020)
1) Source: Appendix A, Table A-1
2) Source: Table 1
3) Park acreage (Item 2) divided by the City of Clearwater 2022 population (Item 1), multiplied by 1,000 for
each park type
4) Source: City of Clearwater - Recreation and Open Space Element - Section G.1.1.1.
5) Sum of the acreages and LOS for the four types of parks
Table 3 presents a comparison of parks and recreation adopted LOS standard of other select
Florida communities to the City of Clearwater. This comparison indicates that the City’s adopted
LOS standard is on the lower end of the communities reviewed. In terms of achieved LOS,
Clearwater ranks in the mid-range of the comparable jurisdictions.
Variable Population(1)Park
Acreage(2)
Current
LOS(3)
Adopted
LOS(4)
City of Clearwater 2022 Population 118,446
142.15 1.20 N/A
411.28 3.47 N/A
117.03 0.99 N/A
271.81 2.29 N/A
942.27 7.95 4.00
Parks and Recreation Level of Service (Acres per 1,000 Residents):
Total Park Acreage/LOS - All Parks, Excluding Support(5)
Community Parks
Environmental Parks
Neighborhood Parks
Special Use Facilities
Benesch City of Clearwater
May 2022 10 Parks & Recreation Facilities Impact Fee Study
Table 3
Level of Service Comparison
1) Source: City of Orlando Code of Ordinances, Section 59.205. Combined citywide community/neighborhood
park acres.
2) Source: Table 2
3) Source: Imagine 2040 Tampa Comprehensive Plan - Recreation and Open Space ROS Policy 1.1.2. 2.3 acres
of major (community or district) parkland
4) Source: City of Lakeland - Recreation and Open Space Element - Policy 1A
5) Source: City of Largo Comprehensive Plan, Recreation and Open Space Element
6) Source: Orange County Concurrency Management System -Parks: 1.5 acres activity-based; 6.0 acres
resource-based
7) Source: Table 2
8) Source: City of Gainesville Comprehensive Plan - Recreation Element, Table 1: Local 6.0; Community Park
2.0; Neighborhood Park 0.8 acres (May 2012)
9) Source: City of St. Petersburg - Recreation and Open Space Element - Policy R1.1; 9 acres of usable
recreation and open space per 1,000 residents
10) Source: City of Sarasota - Recreation and Open Space Element - Action Strategy 1.1; Open space and
recreational facilities, 10 acres
11) Source: Oldsmar Comprehensive Plan Recreation and Open Space Element Section II. A. For mini-parks,
neighborhood parks, and community parks.
12) Source: Source: Sarasota County Comprehensive Plan, Quality of Life Element. Parks Policy 1.1.1 - 12.00
acres per 1,000 residents of developable park land
13) Source: Pinellas County - Recreation and Open Space Element - Policy 1.1.1.; 14.0 acres of parks and
environmental lands
14) Source: City of Tallahassee Comprehensive Plan - Parks and Recreation Element, Policy 1.1.1 Neighborhood
Park 2.0 (Citywide); Area Park 2.0 (Countywide); Regional Parks 16.0 (Countywide)
15) Source: Comprehensive Plan for Unincorporated Hillsborough County Florida - Recreation and Open Space:
2.4 Local (3.4) Regional (20.00) (Amended June 2008)
Jurisdiction
LOS Standard
(Acres per 1,000
Residents)(1)
City of Orlando(1)3.25
City of Clearwater (Adopted)(2)4.00
City of Tampa(3)4.30
City of Lakeland(4)5.98
City of Largo(5)7.50
Orange County(6)7.50
City of Clearwater (Existing)(7)7.95
City of Gainesville(8)8.80
City of St. Petersburg(9)9.00
City of Sarasota(10)10.00
City of Oldsmar(11)10.00
Sarasota County(12)12.00
Pinellas County(13)14.00
City of Tallahassee(14)20.00
Hillsborough County(15)23.40
Benesch City of Clearwater
May 2022 11 Parks & Recreation Facilities Impact Fee Study
Cost Component
The capital cost associated with parks and recreation facilities consists of two components: the
cost of recreational facilities located at each park and the cost of purchasing and developing land
for each park. The following paragraphs address recreation facility and park land value estimates.
Recreational Facility Value
To estimate current recreational facility value, multiple sources were reviewed to determine the
unit cost of park facilities, including recent construction costs and/or estimated cost for future
facilities, insured values of the facilities, discussions with City staff, and recent cost information
obtained for similar facilities from other jurisdictions.
In addition to the construction cost of recreational facilities, the architectural, engineering and
inspection (AE&I) costs associated with developing this infrastructure are also included. The AE&I
cost is estimated at 11 percent of the construction cost based on estimates provided by the City.
This percentage is also consistent with information obtained from other jurisdictions.
As shown in Table 4, the total recreational facility value for all parks is $131 million, which equates
to an average of nearly $139,000 per acre and $1,108 per resident.
Benesch City of Clearwater
May 2022 12 Parks & Recreation Facilities Impact Fee Study
Table 4
Recreational Facility Value
Description Unit Count(3)Total Cost(4)Count(5)Total Cost(6)Count(7)Total Cost(8)Count(9)Total Cost(10)
Boat Ramp ramp $200,000 1 $200,000 1 $200,000 0 $0 3 $600,000 $1,000,000
- Aging Well square foot $250 84,981 $21,245,250 0 $0 0 $0 0 $0 $21,245,250
- Nature Center square foot $250 0 $0 10,446 $2,611,500 0 $0 0 $0 $2,611,500
- Recreation Center square foot $250 114,363 $28,590,750 0 $0 4,338 $1,084,500 19,355 $4,838,750 $34,514,000
- Basketball Court court $100,000 3 $300,000 0 $0 8 $800,000 0 $0 $1,100,000
- Bocci Courts court $10,000 2 $20,000 0 $0 2 $20,000 0 $0 $40,000
- Fitness Courts/Course course $100,000 4 $400,000 1 $100,000 2 $200,000 1 $100,000 $800,000
- Handball Court court $50,000 0 $0 0 $0 6 $300,000 1 $50,000 $350,000
- Horseshoe Courts court $2,000 18 $36,000 0 $0 0 $0 0 $0 $36,000
- Shuffleboard Court court $5,000 0 $0 0 $0 0 $0 52 $260,000 $260,000
- Tennis Court court $150,000 9 $1,350,000 0 $0 18 $2,700,000 19 $2,850,000 $6,900,000
- Volleyball Court court $15,000 0 $0 8 $120,000 0 $0 0 $0 $120,000
Disc Golf course $24,000 1 $24,000 1 $24,000 0 $0 1 $24,000 $72,000
Dog Park park $250,000 1 $250,000 0 $0 0 $0 1 $250,000 $500,000
Fishing Pier pier $100,000 2 $200,000 6 $600,000 0 $0 0 $0 $800,000
- Baseball Field field $500,000 2 $1,000,000 0 $0 0 $0 5 $2,500,000 $3,500,000
- Baseball - Youth field $250,000 4 $1,000,000 0 $0 0 $0 4 $1,000,000 $2,000,000
- Playfield field $200,000 2 $400,000 0 $0 5 $1,000,000 0 $0 $1,400,000
- Soccer/Football field $590,000 1 $590,000 2 $1,180,000 0 $0 15 $8,850,000 $10,620,000
- Softball field $400,000 1 $400,000 0 $0 0 $0 11 $4,400,000 $4,800,000
Lawn Bowling facility $625,000 0 $0 0 $0 0 $0 1 $625,000 $625,000
Picnic Shelter (Pavilion)shelter $30,000 2 $60,000 7 $210,000 7 $210,000 12 $360,000 $840,000
Playground playground $120,000 6 $720,000 2 $240,000 15 $1,800,000 1 $120,000 $2,880,000
Pool pool $1,000,000 11 $11,000,000 0 $0 0 $0 0 $0 $11,000,000
Trail - Paved mile $800,000 4.58 $3,664,000 4.64 $3,712,000 3.60 $2,880,000 0 $0 $10,256,000
$71,450,000 $8,997,500 $10,994,500 $26,827,750 $118,269,750
$7,859,500 $989,725 $1,209,395 $2,951,053 $13,009,673
$79,309,500 $9,987,225 $12,203,895 $29,778,803 $131,279,423
142.15 409.97 118.34 271.81 942.27
$557,928 $24,361 $103,126 $109,557 $139,323
118,446
$670 $84 $103 $251 $1,108
Total Recreational Facility Cost per Acre(15)
Total Number of Acres(14)
Total Recreational Facility Cost(13)
Total Population(16)
Total Facilities and Equipment Cost per Resident(17)
Recreational Facility Cost
Architecture, Engineering, and Inspection @ 11%(12)
Community Parks
Centers:
Courts:
Fields:
Facility(1)
Unit Cost(2)Total Cost(11)Environmental Parks Neighborhood Parks Special Use Facilities
Benesch City of Clearwater
May 2022 13 Parks & Recreation Facilities Impact Fee Study
(1), (3), (5), (7), (9), Source: Table 1
2) Source: City of Clearwater Parks and Recreation Department for recently built projects and estimates, City
insurance value reports, and recent costs from other jurisdictions
(4), (6), (8), (10), Count of units per facility (Items 3, 5, 7, 9) multiplied by the unit cost (Item 2) for each type of park
11) Sum of the total cost for each park type (Items 4, 6, 8, 10)
12) Facility and equipment cost multiplied by 11 percent for each type of park; percentage is based on the
architecture, engineering and inspection cost estimates provided by the City as well as data obtained from other
Florida jurisdictions.
13) Sum of the recreational facility cost and architecture, engineering and inspection cost (Item 12)
14) Source: Table 1
15) Total recreational facility cost (Item 13) divided by number of acres (Item 14)
16) Source: Table 2
17) Total recreational facility cost (Item 13) divided by total population (Item 16)
Land Cost
The park land value per acre for the City’s parks is calculated based recent park land purchases,
value of current park land, citywide vacant land sales over the past three years, and value of
similar size vacant parcels based on information obtained from the Pinellas County Property
Appraiser’s database. This analysis resulted in an average estimated land value of $300,000 per
acre as presented in Table 5. Appendix B provides further detail regarding the calculation of the
land value.
The cost of land for parks and recreation facilities includes more than just the purchase cost of
the land. Landscaping, site improvement, and irrigation costs are also considered. These costs
can vary greatly, depending on the type of services offered at each park. Based on information
provided by the City, the estimated cost for landscaping, site preparation, and irrigation is
approximately $60,000 per acre, which is presented in Table 5.
Total Impact Cost per Resident
In addition to land value per resident, Table 5 also presents recreation facilities value per resident
as well as the total parks and recreation facility value per resident. As presented, the total parks
and recreation facilities value (impact cost) amounts to $2,548 per resident, of which $1,440 is
for land and $1,108 is for recreational facilities.
Benesch City of Clearwater
May 2022 14 Parks & Recreation Facilities Impact Fee Study
Table 5
Total Impact Cost per Resident
1) Land cost per acre is based on recent park land purchases of the City of Clearwater, future
estimated cost, and a review of vacant land sales and values. Refer to Appendix B for more
information.
2) Estimated based on information provided by the City
3) Sum of the land cost per acre (Item 1) and the landscaping, site preparation, and irrigation
cost per acre (Item 2)
4) Source: Table 2
5) Total land value per acre (Item 3) multiplied by the adopted parks LOS standard (Item 4)
divided by 1,000
6) Source: Table 4
7) Sum of the total land value per resident (Item 5) and the facility & equipment value per
resident (Item 6)
Variable Figure
Land Value per Acre(1)$300,000
Landscaping, Site Preparation, and Irrigation Costs (per acre)(2)$60,000
Total Land Value per Acre (3)$360,000
Adopted Parks LOS Standard (acres per 1,000 Residents)(4)4.00
Total Land Value per Resident(5)$1,440
Facility & Equipment Value per Resident(6)$1,108
Total Parks and Recreation Facilities Value per Resident(7)$2,548
Benesch City of Clearwater
May 2022 15 Parks & Recreation Facilities Impact Fee Study
Credit Component
To avoid overcharging new development for the capital cost of providing parks and recreation
facilities, a review of the capital funding sources allocated to the City’s parks and recreation
program was completed. The purpose of this review is to estimate any future revenues
generated by new development, other than impact fees, which will be used to fund the expansion
of capital facilities and land related to the City of Clearwater parks and recreation program. The
credit component does not include any maintenance or operational expenses, as these types of
expenditures do not add capacity and should not be considered for impact fee credit.
This review indicated that the City’s bond issues with outstanding debt service were not used for
any of the facilities included in the inventory used for impact fee calculations. Given this, only
the City’s “cash” expenditures for capital capacity expansion projects are included in the credit
calculations. As presented in Table 6, the City allocated funding from the Penny for Pinellas
Infrastructure Surtax, General Fund and donations/grants for parks and recreation facilities.
From FY 2017 to FY 2027, the City allocated and programmed approximately $46.4 million dollars
for expansionary projects. This equates to $4.2 million per year and $35.91 per resident.
Once the revenue credit per population is calculated, a credit adjustment is needed for the
portion of the revenue credit funded with ad valorem tax revenues. This adjustment accounts for
the fact that new homes tend to pay higher property taxes per dwelling unit than older homes
and was estimated based on a comparison of the average taxable value of newer homes to that
of all homes. As presented, the adjusted revenue credit per population amounts to $37.71 per
year, which is used for the residential land use.
Benesch City of Clearwater
May 2022 16 Parks & Recreation Facilities Impact Fee Study
Table 6
Capital Expansion Credit (1)
2016/17 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 2023/24 2024/25 2025/26 2026/27
Donations/Grants
Countryside Plex Restroom/Concession/Storage $150,000 -$751,783 ------$901,783
Sid Lickton Batting Tunnels $50,000 --------$50,000
McKay Play Field Improvements ------$150,000 ----$150,000
Total $200,000 $0 $751,783 $0 $0 $0 $150,000 $0 $0 $0 $0 $1,101,783
General Fund
Misc Parks and Recreation Contract Services ---$30,000 $30,000 $300,000 $30,000 $30,000 $30,000 $40,000 $40,000 $530,000
Long Center Major Renovations -----$2,000,000 $2,000,000 $3,000,000 ---$7,000,000
Ross Norton Skate Park Renovations -----$110,000 -----$110,000
Enterprise Road Dog Park Renovation -----$220,000 -----$220,000
McKay Play Field Improvements ------$150,000 ----$150,000
Parking Lot/Bicycle Path Resurface & Improvements $75,000 $75,000 -$75,000 $150,000 $75,000 $100,000 $100,000 $100,000 $100,000 $150,000 $1,000,000
Concrete Sidewalk & Pad Removal & Replacement $50,000 $75,000 $50,000 $60,000 $60,000 $60,000 $75,000 $75,000 $75,000 $75,000 $100,000 $755,000
Jack Russell Stadium Improvements -$275,000 $150,000 $300,000 -------$725,000
Total $125,000 $425,000 $200,000 $465,000 $240,000 $2,765,000 $2,355,000 $3,205,000 $205,000 $215,000 $290,000 $10,490,000
Penny for Pinellas Infrastructure Sales Surtax
Morningside Recreation Center $2,829,735 ----------$2,829,735
Bicycle Paths-Bridges -$1,250,000 $750,000 ---$1,250,000 $1,250,000 ---$4,500,000
McMullen Tennis Complex -$289,364 ---------$289,364
Crest Lake Park Improvements $1,175,000 $6,650,000 ---------$7,825,000
Sid Lickton Batting Tunnels $50,000 ----------$50,000
Sports Fields & Facilities Upgrades/Improvements ---$2,500,000 $5,000,000 $1,000,000 $1,500,000 $500,000 $600,000 $600,000 $700,000 $12,400,000
Neighborhood and Community Parks Renovations -----$400,000 $400,000 $400,000 $400,000 $400,000 $400,000 $2,400,000
Environmental Park Upgrades -------$750,000 $750,000 --$1,500,000
Frank Tack Parking Lot $399,500 ----------$399,500
Woodgate Park Renovations -$450,000 ---------$450,000
Del Oro Park Renovations -$450,000 ---------$450,000
Long Center Parking Improvements --$550,000 --------$550,000
Ed Wright Park Renovations ---$750,000 -------$750,000
North East Coachman Park Renovations -$300,000 ---------$300,000
Youth Sports Field Renovations -$114,840 ---------$114,840
Total $4,454,235 $9,504,204 $1,300,000 $3,250,000 $5,000,000 $1,400,000 $3,150,000 $2,900,000 $1,750,000 $1,000,000 $1,100,000 $34,808,439
Total Capital Expansion Expenditures $4,779,235 $9,929,204 $2,251,783 $3,715,000 $5,240,000 $4,165,000 $5,655,000 $6,105,000 $1,955,000 $1,215,000 $1,390,000 $46,400,222
Average Annual Capital Expansion Expenditures(2)$4,218,202
Average Annual Population(3)117,465
Average Annual Capital Expenditure per Resident for Non-Residential Land Uses(4) $35.91
Portion of Capital Expansion Projects Funded with Ad Valorem Tax Revenues(5)10%
Portion Funded with Ad-Valorem Tax Revenues(6)$3.59
Credit Adjustment Factor(7)1.50
Adjusted Capital Expansion Expenditures per Resident(8)$5.39
Portion Funded with Other Revenue Sources(9)$32.32
Total Capital Expansion Credit per Resident for Residential Land Uses(10)$37.71
Description TotalFiscal Year
Benesch City of Clearwater
May 2022 17 Parks & Recreation Facilities Impact Fee Study
1) Source: City of Clearwater
2) Average annual capital expenditures over the 11-year period
3) Source: Appendix A, Table A-1. Average annual population over the same 11-year period.
4) Average annual capital expansion expenditures (Item 2) divided by average annual population (Item 3)
5) Portion of total capital expansion expenditures funded with ad valorem tax revenue (44% of the General Fund related expenses divided by annual capital
expenditures from all funding sources)
6) Capital expansion expenditures per resident (Item 4) multiplied by the portion of capital expansion projects funded with ad valorem tax revenues (Item 5)
7) Adjustment factor to reflect higher ad valorem taxes paid by new homes
8) Portion funded with ad-valorem tax revenues (Item 6) multiplied by the credit adjustment factor (Item 7)
9) Capital expansion expenditures per resident (Item 4) less portion funded with ad-valorem tax revenues (Item 6)
10) Adjusted capital expansion expenditures per resident (Item 8) plus the portion funded with other revenue sources (Item 9)
Benesch City of Clearwater
May 2022 18 Parks & Recreation Facilities Impact Fee Study
Net Parks and Recreation Facilities Impact Cost
The net impact cost per resident is the difference between the cost and credit components. Table
7 summarizes the calculation of the net impact cost for the parks and recreational facilities
impact fee. As presented, the net impact cost per resident amounts to approximately $1,926 for
residential land uses and $1,956 for non-residential land uses.
Table 7
Net Impact Cost per Resident
1) Source: Table 5
2) Source: Table 6
3) Present value of the capital expansion credit per resident at a capitalization rate of 3.5%. The
capitalization rate was provided by the City of Clearwater and represents the estimated interest
rate for future bonds.
4) Total impact cost per resident (Item 1) less the capital expansion credit per resident (Item 3)
Variable Impact Cost Revenue
Credits
Parks and Recreation Facilities
Total Impact Cost per Resident(1)$2,548.00
Average Annual Capital Expansion Credit per Resident(2)
- Residential Land Uses $37.71
- Non-Residential Land Uses $35.91
Capitalization Rate 3.5%
Capitalization Period (in years)25
Capital Expansion Credit per Resident(3)
- Residential Land Uses $621.52
- Non-Residential Land Uses $591.85
Net Impact Cost per Resident(4)2548
- Residential Land Uses $1,926.48
- Non-Residential Land Uses $1,956.15
Impact Cost
Impact Credit
Net Impact Cost
Benesch City of Clearwater
May 2022 19 Parks & Recreation Facilities Impact Fee Study
Calculated Parks and Recreation Facilities Impact Fee
Table 8 presents the calculated parks and recreation facilities impact fee schedule for the City of
Clearwater. As shown, the fee varies depending on type and size of home. The calculated parks
and recreation facilities impact fee ranges from $2,215 per age restricted attached unit to $5,375
per single family unit of 2,500 square feet or greater.
The fee is calculated by multiplying the net impact cost per resident previously presented in Table
7 by the demand (residents per housing unit and visitors per room for hotel/motel), which is
developed in Appendix A.
Table 8
Calculated Parks and Recreation Facilities Impact Fee Schedule
1) Source: Appendix A, Tables A-2 and A-3
2) Source: Table 7
3) Residents per unit (Item 1) multiplied by the net cost per resident (Item 2)
Land Use Impact Unit Residents
per Unit(1)
Net Cost per
Resident(2)
Calculated
Impact
Fee(3)
Single Family (detached):
- Less than 1,500 sf du 2.24 $1,926.48 $4,315
- 1,500 to 2,499 sf du 2.49 $1,926.48 $4,797
- 2,500 sf or greater du 2.79 $1,926.48 $5,375
Multi-family du 1.50 $1,926.48 $2,890
Mobile Home du 1.37 $1,926.48 $2,639
Age Restricted/Senior Housing (detached)du 1.91 $1,926.48 $3,680
Age Restricted/Senior Housing (attached)du 1.15 $1,926.48 $2,215
Non-Residential
Hotel/Motel room 1.92 $1,956.15 $3,756
Benesch City of Clearwater
May 2022 20 Parks & Recreation Facilities Impact Fee Study
Parks and Recreation Facilities Impact Fee Comparison
As part of the work effort in calculating the parks and recreation impact fee schedule for the City
of Clearwater, the City’s calculated impact fee schedule was compared to the adopted fee
schedule of similar or nearby jurisdictions. Table 9 presents this comparison.
Benesch City of Clearwater
May 2022 21 Parks & Recreation Facilities Impact Fee Study
Table 9
Parks and Recreation Facilities Impact Fee Comparison
1) Represents the portion of the maximum calculated fee for each respective county/city that is actually charged. Fee may have been lowered/increased
through annual indexing or policy discounts. Does not account for moratorium/suspensions.
2) du = dwelling unit
3) Source: Table 8
4) Source: City of Clearwater Community Development Code; Appendix A - Schedule of Fees, Rates, and Charges; Section XV - Recreation and Open Space Land
Dedication. "Recreation Facilities Impact Fee" shown. Fee applies to developments with 8 or more units. Recreational land fees are determined on a case-
by-case basis.
5) Source: City of Boca Raton Building Department Fee Schedule. "Parks and Recreation" impact fee shown. Multi-Family and mobile home fees shown are for
a dwelling unit of 800 to 1,399 sq. ft. in size.
6) Source: City of Doral Ordinance No. 2018-19. "Park" impact fee shown.
7) Source: City of Hollywood. "Park" impact fee shown. Fees shown for multi-family and mobile home is for a 1,001 to 1,500 sq. ft. unit.
8) Source: City of Homestead Development Services Department. Fee shown is for "parks and recreation" and is charged per square foot of residential space.
Fee shown for multi-family and mobile home is for a 1,300 sq. ft. unit.
9) Source: City of Lakeland Community & Economic Development Department. Fees shown are for "Parks, Recreation, and Cultural Facilities". Multi-Family fee
shown represents approximately 85% of fully calculated rate.
10) Source: City of Largo, FL: Comprehensive Development Code: General Development Standards & Impact Fees Section 8.6.2. "Parks and Recreational
Facilities" fee shown.
Calculated(3)Existing(4)
Date of Last Update 2020 1983 N/A 2018 N/A 2005 2019 2016 2016 N/A
Assessed Portion of Calculated(1)N/A 100%N/A 100%N/A 100%80%100%100%N/A
Residential:
Single Family (2,000 sf)du $4,797 $200+land fee $4,570 $4,231 $2,375 $4,340 $3,333 $4,089 $3,302 $350+land fee
Multi-Family (1,300 sf)du $2,890 $200+land fee $3,500 $4,231 $2,175 $2,821 $2,491 $2,726 $2,265 $350+land fee
Mobile Home du $2,639 $200+land fee $3,500 $4,231 $2,175 $2,821 $1,673 $2,726 $2,265 $350+land fee
City of
Oldsmar(12)Land Use Unit(2)City of Clearwater City of
Largo(10)
City of
Lakeland(9)
City of Boca
Raton(5)
City of
Miramar(11)
City of
Doral(6)
City of
Homestead(8)
City of
Hollywood(7)
Calculated(3)Existing(4)
Date of Last Update 2020 1983 2014 2016 2016 2003 2020 2017 2016
Assessed Portion of Calculated(1)N/A 100%14%100%66%100%65%100%100%
Residential:
Single Family (2,000 sf)du $4,797 $200+land fee $966 $3,703 $1,994 $4,018 $2,145 $1,721 $2,719
Multi-Family (1,300 sf)du $2,890 $200+land fee $825 $3,041 $1,636 $4,018 $1,710 $1,165 $2,204
Mobile Home du $2,639 $200+land fee $966 $3,381 $1,597 $4,018 $1,710 $1,283 $1,880
City of
Orlando(13)Land Use Unit(2)City of Clearwater City of Palm
Beach
Gardens(14)
Hillsborough
County(17)
Orange
County(18)
Sarasota
County(19)
Village of
Wellington(16)
Village of
Royal Palm
Beach(15)
Benesch City of Clearwater
May 2022 22 Parks & Recreation Facilities Impact Fee Study
11) Source: City of Miramar Community and Economic Development Department. The rates shown combine the "recreation" impact fee and the "community
parks land dedication" impact fee. The three-bedroom rate is used for the single-family impact fee and the two-bedroom rate is used for both the multi-
family and mobile home impact fees.
12) Source: City of Oldsmar Code of Ordinances Part III - Land Development Code; Article X - Parks and Recreation; Section 10.2 City and park Facilities. "Park
facilities fee" shown. Park land fee is determined on a case-by-case basis.
13) Source: City of Orlando Economic Development Department. Fee shown is for parks and recreation facilities.
14) Source: City of Palm Beach Gardens Unified Services Division. Fees shown is for parks and recreation facilities. Multi-Family fee shown is for greater than
1,000 sq. ft.
15) Source: Village of Royal Palm Beach Municide; Article V, Division 2. "Recreational facilities" impact fee shown. Multi-Family fee shown is for greater than
1,000 sq. ft.
16) Source: Village of Wellington Code of Ordinances. Chapter 33, Article II, Division 3, Sec 33-151. Impact fee per dwelling unit changes based on Average
Persons per Dwelling Unit. Used ACS value for Average Household Size
17) Source: Hillsborough County Permits and Records Department; rates shown effective January 2020. Fees shown represent range of fee in 4 districts at 3-
bedroom rate for single family homes, and two-bedroom rate for multi-family and mobile homes.
18) Source: Orange County Permits Department. "Parks and Recreation" impact fee shown. Fees shown have been indexed since adoption.
19) Source: Sarasota County Planning and Development Services Department. Fees shown is for parks and recreation facilities. Multi-Family fee shown is for
1,250+ sq. ft.
APPENDIX A
Population Calculations
Benesch City of Clearwater
May 2022 A-1 Parks & Recreation Facilities Impact Fee Study
Appendix A: Population Calculations
Parks and recreation facilities impact fee program requires the use of population data in
calculating current levels of service, performance standards, credit calculations, and the demand
component. With this in mind, a consistent approach to developing population estimates and
projections is an important component of the data compilation process. References to
population contained in this report pertain to the permanent population of the City of
Clearwater, unless otherwise noted. The population calculations are based on data collected and
analysis completed in 2020.
Table A-1 presents the population trend for the City of Clearwater. The current population
estimate for Clearwater is approximately 118,446, which is estimated to increase by 9,479
residents by 2045, reaching a population level of 127,925. Table A-2 presents the estimated
number of persons per housing unit for different residential categories.
Benesch City of Clearwater
May 2022 A-2 Parks & Recreation Facilities Impact Fee Study
Table A-1
Permanent Population
Trends & Projections
Source: BEBR, Volume 52, Bulletin 183, April 2019 (Medium-Level Projections)
Year City of Clearwater
2000 108,789
2001 109,231
2002 109,719
2003 110,055
2004 110,325
2005 110,831
2006 110,602
2007 110,469
2008 110,251
2009 109,907
2010 107,685
2011 107,805
2012 107,906
2013 109,065
2014 109,340
2015 110,679
2016 112,387
2017 113,723
2018 115,589
2019 116,585
2020 117,084
2021 117,763
2022 118,446
2023 119,133
2024 119,824
2025 120,535
2026 121,041
2027 121,550
2028 122,060
2029 122,573
2030 123,082
2031 123,463
2032 123,846
2033 124,230
2034 124,615
2035 125,021
2036 125,321
2037 125,622
2038 125,924
2039 126,226
2040 126,557
2041 126,835
2042 127,114
2043 127,394
2044 127,674
2045 127,925
Benesch City of Clearwater
May 2022 A-3 Parks & Recreation Facilities Impact Fee Study
Apportionment of Demand by Residential Unit Type and Size
Parks and recreation facilities impact fees are charged to residential and hotel/motel land uses.
The land use categories included in the impact fee schedule are the following:
• Residential:
o Single Family detached
o Multi-Family
o Mobile Homes
o Age Restricted Senior Housing (detached and attached)
• Non-Residential:
o Hotel/Motel
Table A-2 presents the number of persons per housing type for the residential categories
identified above in the City of Clearwater. This analysis includes all housing units, both occupied
and vacant.
Benesch City of Clearwater
May 2022 A-4 Parks & Recreation Facilities Impact Fee Study
Table A-2
Persons per Housing Unit by Housing Type (Clearwater, 2018)
1) Source: 2018 American Community Survey (ACS); 5-Yr. Estimates, Table B25033
2) Source: 2018 American Community Survey (ACS); 5-Yr. Estimates, Table DP04
3) Ratios developed based on national PPH data derived from the 2015 American Housing Survey
4) Population (Item 1) divided by housing units (Item 2). Single family residential tiers are adjusted by the ratios
developed using the 2015 AHS data (Item 3).
5) Estimate for Senior Housing (detached/attached) is based on people per household figures for single-family
and multi-family homes, adjusted for the residents over 55 years of age based on information obtained from
the 2017 National Household Travel Survey, prepared by the US Department of Transportation.
Table A-3 presents the demand for hotel/motel land use. Data obtained from Visit St.
Pete/Clearwater was used to determine occupancy rates and hotel/motel visitors.
Housing Type Population(1) Housing
Units(2)Ratio(3)
Population /
Housing
Units(4)
Single Family (detached)63,114 25,300 2.49
- Less than 1,500 sf 90%2.24
- 1,500 to 2,499 sf 100%2.49
- 2,500 sf or greater 112%2.79
Multi-Family 44,085 29,381 1.50
Mobile Home 4,663 3,413 1.37
Total/Weighted Average 111,862 58,094 1.93
Age Restricted/Senior Housing (detached)(5)48,263 25,300 1.91
Age Restricted/Senior Housing (attached)(5)33,712 29,381 1.15
Benesch City of Clearwater
May 2022 A-5 Parks & Recreation Facilities Impact Fee Study
Table A-3
City of Clearwater
Occupants per Impact Unit for Transient Land Use
1) Source: Visit St. Pete/Clearwater
2) Source: Visit St. Pete/Clearwater
3) Residents/visitors per unit (Item 1) multiplied by the occupancy rate (Item 2)
Land Use Impact Unit Occupants
Per Unit(1)
Occupancy
Rate(2)
Adjusted
Occupants
Per Unit(3)
Hotel/Motel room 2.70 71%1.92
Appendix B
Land Value
Supplemental Information
Benesch City of Clearwater
May 2022 B-1 Parks & Recreation Facilities Impact Fee Study
Appendix B: Land Value Supplemental Information
This Appendix provides a summary of the analysis used to estimate current park land value in
Clearwater. Land values were determined based on a review of the following information, as
data available:
• Recent land purchases or appraisals/estimates for future purchases (if any);
• Land value of current inventory as reported by the Pinellas County Property Appraiser
(PCPA);
• Value of vacant land by size and by land use; and
• Vacant land sales between 2017 and 2019 by size and by land use.
Between 2010 and 2015, the City purchased five parcels, ranging from 0.2 acres to 1.2 acres in
size. Almost all of these parcels had structures on them, and the purchase price ranged from
$180,000 per acre to $1.3 million per acre, with a weighted average cost of $316,100 per acre.
Current park land values average almost $200,000 per acre, with a range of $8,000 per acre to
$3.9 million per acre (after excluding parcels with a value of lower than $5,000 per acre), based
on the estimates provided by the PCPA. It is important to note that for publicly-owned, non-tax
paying properties, estimated values published by Property Appraisers tend to be on the low end
and not updated as frequently as the value of properties that pay ad valorem taxes.
As reported by the PCPA, vacant residential parcel sale prices between 2017 and 2019 averaged
$316,300 per acre, with a range of $65,000 per acre to $929,000 based on size. Because parks
are unlikely to be located on commercial properties, commercial land sales and values are not
included in this analysis.
The value of vacant land reported by the Property Appraiser for residential parcels with similar
size to the park inventory averaged $290,000 per acre and ranged from $37,000 per acre to
$858,000 per acre.
Given this data, an average land value of $300,000 per acre is used for impact fee calculation
purposes. This information is summarized in Table B-1.
Benesch City of Clearwater
May 2022 B-2 Parks & Recreation Facilities Impact Fee Study
Table B-1
Park Land Value Estimate
1) Source: City of Clearwater
(2) through (6): Pinellas County Property Appraiser
Average Range
City's Park Land Purchases(1)2010-2015 $316,100 $180,000 - $1,305,600
Value of Current Park Land(2)2019 $195,700 $8,200 - $3,884,200
Vacant Land Sales -- All Land Uses(3)2017-2019 $423,200 $65,200 - $929,300
Vacant Land Sales -- Residential Land Use(4)2017-2019 $316,300 $65,200 - $929,300
Vacant Land Values -- All Land Uses(5)2019 $216,500 $18,700 - $1,170,900
Vacant Land Values -- Residential Land Use(6)2019 $289,600 $37,300 - $857,500
Used in the Study 2020 $300,000
Land Value per AcreYearSource
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: 9687-23 2nd rdg
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: OrdinanceIn Control: City Attorney
Agenda Number: 14.6
SUBJECT/RECOMMENDATION:
Adopt Ordinance 9687-23 on second reading, amending the Operating Budget for the fiscal
year ending September 30, 2023, to reflect increases and decreases in revenues and
expenditures for the General Fund, Special Program Fund, Solid Waste and Recycling Fund,
and Airpark Fund.
SUMMARY:
APPROPRIATION CODE AND AMOUNT:
USE OF RESERVE FUNDS:
Page 1 City of Clearwater Printed on 7/10/2023
Mid-Year Budget Review
Fiscal Year 2022-23
Memorandum
TO: Mayor and City Council
FROM: Jennifer Poirrier, City Manager
COPIES: Michael Delk, Assistant City Manager
SUBJECT: Mid-year budget review - amended City Manager's annual budget report
DATE: May 24, 2023
Attached is the mid-year budget review in accordance with the City Code of Ordinances.
This report is based on the six months of activity in the current fiscal year (October 2022 through March
2023). Contained within are comments on major variances and documentation of all proposed
amendments.
Significant Fund amendments are outlined below:
General Fund
General Fund revenue and expenditure amendments reflect a net increase of $779,120.
The General Fund expenditure increase at mid-year represents Council approved appropriations of General
Fund reserves which total $779,120. Amendments include $610,620 to fund grand opening events at
Coachman Park, and $168,500 to fund The Sound acoustic study.
General Fund Reserves – In order to ensure adequate reserves, the City Council’s policy reflects that General
Fund unappropriated fund reserves of 8.5% of the City’s budgeted General Fund expenditures must be
maintained as a reserve to guard against future emergencies.
Estimated General Fund reserves at mid-year are approximately $57.2 million, or 31.1% of the current
year’s General Fund expenditure budget, exceeding our minimum reserve requirement by $41.6 million.
Significant amendments to other city operating funds are noted as follows:
Solid Waste and Recycling Fund
Amendments to Solid Waste and Recycling Fund expenditures reflect the council approved increase of
$400,000 to provide for increased single stream recycling costs. Budgeted revenues are sufficient to cover
this increase.
Mid-Year Budget Review
Fiscal Year 2022-23
Airpark Fund
Amendments to Airpark Fund expenditure reflect the council approved increase of $367,000. This
represents agreements with Florida Department of Transportation (FDOT) to fund the purchase of a golf
cart and project funding for paving at the Airpark. Amendments to Airpark revenues are amended to
allocate reserves for required cash match.
Capital Improvement Program
Mid-year amendments to the capital improvement program reflect a net increase of $1,087,961.
Amendments previously approved by Council include an increase of $140,000 in insurance reimbursement
revenues in the Garage – Off Cycle Replacement project; an increase of $1,750,000 in grant revenues from
FDOT and Airpark revenues in the Apron Relayment project; and an increase of $300,000 in grant revenues
from FDOT and reimbursement revenues in the Aviation Operations Center project.
Project activity not previously approved by the Council is summarized on page 18. Significant amendments
include a decrease in lease purchase revenue of $25,354 in the Underground Refuse Project; a decrease
of $1,135,548 in grant revenue from the Southwest Florida Water Management District (SWFWMD) in the
Groundwater Replenishment Facility project; and an increase of $22,031 of insurance reimbursements in
the Traffic Safety Infrastructure project.
Special Program Fund
The Special Program Fund reflects a net budget increase of $2,570,355 at mid-year. Significant
amendments include an increase of $610,620 in General Fund revenues to fund opening events at
Coachman Park; $168,500 in General Fund revenues to fund The Sound acoustic study, $99,419, in public
safety grant revenues for Federal Forfeiture Sharing and agency assistance; $343,167 in contractual
service revenue for police extra duty; $1,185,780 in donation revenues to support Police and Library
programs; $3,400 in foreclosure registry fees collected; $85,098 in fines and court proceeds for public
safety programs, and the tree replacement program; $33,993 in special events revenues; and $35,879
transferred between existing police programs.
CITY OF CLEARWATER CITY OF CLEARWATER
MID-YEAR SUMMARY THIRD QUARTER SUMMARY
2022/23 2022/23
FY 22/23 First Variance %
Adopted Quarter Mid Year YTD Actual vs.YTD vs.Mid Year Amended
Description Budget Amended Actual Amend Budget Budget Adjustment Budget
General Fund:
Revenues 183,629,760 183,640,630 122,499,872 61,140,758 67%779,120 184,419,750
Expenditures 183,629,760 183,640,630 99,101,297 84,539,333 54%779,120 184,419,750
Utility Funds:
Water & Sewer Fund
Revenues 106,880,100 106,880,100 53,669,605 53,210,495 50%- 106,880,100
Expenditures 100,828,010 100,828,010 67,329,254 33,498,756 67%- 100,828,010
Stormwater Fund
Revenues 17,714,840 17,714,840 9,216,618 8,498,222 52%- 17,714,840
Expenditures 16,791,710 16,791,710 11,827,237 4,964,473 70%- 16,791,710
Gas Fund
Revenues 59,832,340 59,832,340 27,581,005 32,251,335 46%- 59,832,340
Expenditures 59,832,340 59,832,340 31,937,841 27,894,499 53%- 59,832,340
Solid Waste and Recycling Fund
Revenues 30,381,600 30,381,600 16,751,894 13,629,706 55%- 30,381,600
Expenditures 28,437,980 28,737,980 12,512,967 16,225,013 44%400,000 29,137,980
Enterprise Funds:
Marine Fund
Revenues 7,038,640 7,038,640 3,324,387 3,714,253 47%- 7,038,640
Expenditures 7,038,640 7,038,640 3,936,139 3,102,501 56%- 7,038,640
Airpark Fund
Revenues 406,990 406,990 182,446 224,544 45%367,000 773,990
Expenditures 406,990 406,990 238,709 168,281 59%367,000 773,990
Clearwater Harbor Marina Fund
Revenues 1,003,610 1,003,610 520,433 483,177 52%- 1,003,610
Expenditures 1,003,610 1,003,610 560,774 442,836 56%- 1,003,610
Parking Fund
Revenues 18,867,130 18,867,130 5,418,679 13,448,451 29%- 18,867,130
Expenditures 18,867,130 18,867,130 14,635,789 4,231,341 78%- 18,867,130
Internal Service Funds:
General Services Fund
Revenues 6,498,650 6,498,650 3,370,560 3,128,090 52%- 6,498,650
Expenditures 6,462,980 6,462,980 2,802,916 3,660,064 43%- 6,462,980
Administrative Services
Revenues 16,150,270 16,150,270 7,942,605 8,207,665 49%- 16,150,270
Expenditures 16,069,230 16,069,230 7,929,703 8,139,527 49%- 16,069,230
Garage Fund
Revenues 19,533,130 19,533,130 9,348,382 10,184,748 48%- 19,533,130
Expenditures 19,470,400 19,470,400 6,927,216 12,543,184 36%- 19,470,400
Central Insurance Fund
Revenues 35,753,700 35,753,700 18,452,658 17,301,042 52%- 35,753,700
Expenditures 35,752,330 35,752,330 14,663,086 21,089,244 41%- 35,752,330
1
MID-YEAR REVIEW
AMENDED CITY MANAGER'S FISCAL YEAR 2022-23 REPORT
PAGE #
General Fund Operating Budget ..................................................................................................... 3
Utility Funds Operating Budget ...................................................................................................... 6
Other Enterprise Funds Operating Budgets ................................................................................. 10
Internal Service Funds Operating Budgets ................................................................................... 14
Capital Improvement Program Budget ........................................................................................ 18
Special Program Fund Budget ....................................................................................................... 28
Special Development Fund ........................................................................................................... 33
Administrative Change Orders ...................................................................................................... 36
Ordinances ..................................................................................................................................... 37
The amended 2022/23 operating budget, presented by operating fund and/or department, is
submitted for the City Council review.
The actual and projected data contained in this review represents six months, October 1, 2022,
through March 31, 2023. The adjustments, however, represent all data available at the time of the
report, including action taken by the City Council after March 31, 2023.
Definitions associated with the operating funds information is presented as follows:
Definitions:
Adopted Budget - The budget as adopted by the City Council on October 6, 2022.
Variance YTD Actual
vs. Adopted Budget - Difference between year to date actual and adopted budget.
% YTD vs. Budget - Percentage of adopted budget expended, year to date.
Proposed Amendments - Adjustments that have been approved by the City Council, made at
the Manager’s discretion, and/or adjustments proposed based on
this quarter’s review.
Amended Budget - Adding the Original Budget and Adjustments.
2
Capital Improvement Program
The amended 2022/23 Capital Improvement Projects budget report is submitted for the City
Council review. This review provides the opportunity to analyze the status of all active projects and
present formal amendments to the project budget.
The Capital Improvement Program and Special Program fund information is presented as follows:
Definitions:
Budget - The budget as of October 1, 2022, which includes project budgets
from prior years, which have not been completed.
Amendment - Amendments which have been approved by the City Council, made
at the Manager's discretion, and/or adjustments proposed based on
this quarter’s review.
Revised Budget - Adding the Budget and Amendment columns.
Encumbrance - Outstanding contract or purchase order commitment.
Available Balance - Difference between revised budget and expenditure, plus
encumbrance.
Status - C - project is completed
Amend Ref - Reference number for description of amendment.
Increase/
(Decrease)Description
-
At mid-year,approximately 94%of property tax revenue
has been received.As projected,most property tax
payments are made within the first six months of the
fiscal year. No amendment is proposed at this time.
-
Mid-year fine revenues are approximately 35%of total.
This is primarily due to the timing of receipts,no
amendments are proposed at this time.
-
Mid-year miscellaneous revenues are approximately 97%
of total.This is primarily due better than anticipated
revenues for events and interest earnings,no
amendments are proposed at this time.
Mid-year amendments reflect the appropriation of
$779,120.00 from General Fund retained earnings.
Amendments include the following allocations:
610,620
1)An appropriation of $610,620.00 from fund reserves to
establish special program PRSE230001,Special Events at
Coachman Park.Amendments include:An appropriation
of $482,000.00 to provide funding for the various events
associated with the grand opening of Coachman Park,as
approved by the Council on March 16,2023,and an
appropriation of $128,620.00 to provide funding for the
public safety costs associated with the grand opening of
Coachman Park,as approved by the Council on May 4,
2023.
168,500
2)An appropriation of $168,500.00 from fund reserves to
establish special program P2301,The Sound Acoustic
Study, as approved by the Council on May 18, 2023.
779,120
779,120
City of Clearwater
General Fund Revenues
Mid Year Amendments
FY 2022/23
Ad Valorem Taxes
Judgments, Fines & Forfeitures
Transfer (to) from Surplus
Net General Fund Revenue Amendment
Net Transfer (to) from Retained Earnings
Miscellaneous
Transfer (to) from Surplus
3
Increase/
(Decrease)Description
8,000
At mid-year,City Council expenditures reflect a transfer of
$8,000.00 from Office of Innovation to payment to agencies to
fund the partnership and support grant agreement with the
Clearwater Historical Society,as approved by the Council on
March 16, 2023.
(8,000)
At mid-year,Office of Innovation expenditures reflect a transfer
of $8,000.00 from salary savings to City Council to fund the
partnership and support grant agreement with the Clearwater
Historical Society,as approved by the Council on March 16,
2023.
-
Mid-year amendments to Police Department expenditures
reflect a net zero amendment transferring $4,500.00 of salary
savings to special program P2101,Mental Health Co-Responder
Team to provide the remaining funding for this fiscal year,as
approved by the Council on April 20, 2023.
At mid-year,Non-Departmental expenditures reflect 77%of
total budget resulting from transfers occurring in the first period
of the year.
Amendments reflect City Council approved interfund transfers
to special programs as follows:
482,000
1) A transfer of $482,000.00 to special program PRSE230001,
Special Events at Coachman Park, as approved by the Council on
March 16, 2023.
128,620
2) A transfer of $128,620.00 to special program PRSE230001,
Special Events at Coachman Park, as approved by the Council on
May 4, 2023.
168,500
3) A transfer of $168,500.00 to special program P2301, The
Sound Acoustic Study, as approved by the Council on May 18,
2023.
779,120
779,120
City of Clearwater
General Fund Expenditures
Mid Year Amendments
FY 2022/23
City Council
Police
Net General Fund Expenditure
Office of Innovation
Non-Departmental
4
2022/23 Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Amended Bud Budget Amendment Budget
General Fund Revenues
Ad Valorem Taxes 80,964,710 76,083,458 4,881,252 94%- 80,964,710
Utility Taxes 17,890,000 7,556,409 10,333,591 42%- 17,890,000
Local Option, Fuel and Other Taxes 6,430,000 3,861,999 2,568,001 60%- 6,430,000
Franchise Fees 11,000,000 4,539,425 6,460,575 41%- 11,000,000
Other Permits & Fees 3,908,500 2,271,753 1,636,747 58%- 3,908,500
Intergovernmental 28,768,720 11,143,457 17,625,263 39%- 28,768,720
Charges for Services 17,218,270 8,398,155 8,820,115 49%- 17,218,270
Judgments, Fines and Forfeitures 1,439,000 503,699 935,301 35%- 1,439,000
Miscellaneous Revenues 3,512,758 3,403,041 109,717 97%- 3,512,758
Transfers In 12,497,802 4,738,475 7,759,327 38%- 12,497,802
Total Revenues 183,629,760 122,499,872 61,129,888 67%- 183,629,760
Transfer (to) from Surplus 10,870 10,870 779,120 789,990
Adjusted Revenues 183,640,630 122,499,872 61,140,758 67%779,120 184,419,750
General Fund Expenditures
City Council 525,486 269,432 256,054 51%8,000 533,486
City Manager's Office 1,032,745 613,098 419,647 59%- 1,032,745
City Attorney's Office 2,560,279 1,054,544 1,505,735 41%- 2,560,279
City Audit 372,930 130,524 242,406 35%- 372,930
City Clerk 1,274,878 538,844 736,034 42%- 1,274,878
CRA Administration 691,422 339,597 351,825 49%- 691,422
Economic Development and Housing 1,954,501 999,521 954,980 51%- 1,954,501
Finance 2,938,832 1,397,611 1,541,221 48%- 2,938,832
Fire 33,798,143 17,751,793 16,046,350 53%- 33,798,143
Human Resources 2,233,506 902,986 1,330,520 40%- 2,233,506
Library 9,445,675 4,957,535 4,488,140 52%- 9,445,675
Non-Departmental 11,697,226 9,047,197 2,650,029 77%779,120 12,476,346
Office of Innovation 899,534 356,637 542,897 40%(8,000) 891,534
Parks & Recreation 39,337,937 22,444,326 16,893,611 57%- 39,337,937
Planning & Development 7,605,355 3,543,634 4,061,721 47%- 7,605,355
Police 53,505,918 28,493,268 25,012,650 53%- 53,505,918
Public Communications 1,573,275 690,722 882,553 44%- 1,573,275
Public Utilities 412,520 205,609 206,911 50%- 412,520
Public Works 11,780,468 5,364,419 6,416,049 46%- 11,780,468
Total Expenditures 183,640,630 99,101,297 84,539,333 54%779,120 184,419,750
For the Six Month Period of October 1, 2022- March 31, 2023
GENERAL FUND
MID-YEAR REVIEW
5
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
WATER & SEWER FUND
Water & Sewer Revenues:
Charges for Service 103,669,490 51,785,364 51,884,126 50%- 103,669,490
Judgments, Fines and Forfeits 271,000 141,171 129,829 52%- 271,000
Miscellaneous 2,939,610 1,743,071 1,196,539 59%- 2,939,610
Transfers In - - - ~- -
Fund Equity - - - ~- -
Total Revenues 106,880,100 53,669,605 53,210,495 50%- 106,880,100
Water & Sewer Expenditures:
Public Utilities Administration 3,137,339 1,305,500 1,831,839 42%- 3,137,339
Wastewater Collection 13,624,801 10,860,993 2,763,808 80%- 13,624,801
Public Utilities Maintenance 8,225,723 5,015,271 3,210,452 61%- 8,225,723
WPC / Plant Operations 26,602,163 18,045,053 8,557,110 68%- 26,602,163
WPC / Laboratory Operations 611,067 267,448 343,619 44%- 611,067
WPC / Industrial Pretreatment 999,062 477,670 521,392 48%- 999,062
Water Distribution 19,485,328 12,881,743 6,603,585 66%- 19,485,328
Water Supply 23,124,370 15,193,650 7,930,720 66%- 23,124,370
Reclaimed Water 5,018,157 3,281,927 1,736,230 65%- 5,018,157
Total Expenditures 100,828,010 67,329,254 33,498,756 67%- 100,828,010
Increase/
(Decrease)Amendment Description:
Water and Sewer Fund Revenues:-
Water and Sewer Fund Expenditures:-
No amendments are proposed to Water and Sewer Fund
expenditures at mid-year.Expenditures reflect 67%of total
budget due to transfers to the capital fund which happen in
the first period of the year.
UTILITY FUNDS
MID-YEAR REVIEW
For the Six Month Period of October 1, 2022 to March 31, 2023
At mid-year, anticipated revenues of the Water and Sewer Fund exceed anticipated expenditures by $6,052,090 for fiscal year 2022/23.
No amendments are proposed to Water and Sewer Fund
revenues at mid-year.
6
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
UTILITY FUNDS
MID-YEAR REVIEW
For the Six Month Period of October 1, 2022 to March 31, 2023
STORMWATER FUND
Stormwater Revenues:
Charges for Service 17,340,280 8,797,043 8,543,237 51%- 17,340,280
Judgments, Fines and Forfeits 73,000 23,079 49,921 32%- 73,000
Miscellaneous 301,560 396,496 (94,936) 131%- 301,560
Transfers In - - - ~- -
Fund Equity - - - ~- -
Total Revenues 17,714,840 9,216,618 8,498,222 52%- 17,714,840
Stormwater Expenditures:
Stormwater Management 10,773,256 9,236,263 1,536,993 86%- 10,773,256
Stormwater Maintenance 6,018,454 2,590,974 3,427,480 43%- 6,018,454
Total Expenditures 16,791,710 11,827,237 4,964,473 70%- 16,791,710
Increase/
(Decrease)Amendment Description:
Stormwater Fund Revenues:-
Stormwater Fund Expenditures:-
No amendments are proposed to Stormwater Fund
revenues at mid-year.
No amendments are proposed to Stormwater Fund
expenditures at mid-year.Expenditures reflect 70%of total
budget due to transfers to the capital fund which happen in
the first period of the year.
At mid-year, anticipated revenues of the Stormwater Fund exceed anticipated expenditures by $923,130 for fiscal year 2022/23.
7
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
UTILITY FUNDS
MID-YEAR REVIEW
For the Six Month Period of October 1, 2022 to March 31, 2023
GAS FUND
Gas Revenues:
Charges for Service 55,595,170 27,274,241 28,320,929 49%- 55,595,170
Judgments, Fines and Forfeits 100,000 43,847 56,153 44%- 100,000
Miscellaneous 321,370 262,917 58,453 82%- 321,370
Transfers In - - - ~- -
Fund Equity 3,815,800 - 3,815,800 0%- 3,815,800
Total Revenues 59,832,340 27,581,005 32,251,335 46%- 59,832,340
Gas Expenditures:
Administration & Supply 29,734,623 11,869,165 17,865,458 40%- 29,734,623
Pinellas Gas Operations 14,305,023 9,565,981 4,739,042 67%- 14,305,023
Pasco Gas Operations 6,677,081 3,498,813 3,178,268 52%- 6,677,081
Marketing & Sales 9,115,613 7,003,882 2,111,731 77%- 9,115,613
Total Expenditures 59,832,340 31,937,841 27,894,499 53%- 59,832,340
Increase/
(Decrease)Amendment Description:
Gas Fund Revenues:-
Gas Fund Expenditures:-
At mid-year, anticipated revenues of the Gas Fund equal anticipated expenditures for fiscal year 2022/23.
No amendments are proposed to Gas Fund revenues at mid-
year.
No amendments are proposed to Gas Fund expenditures at
mid-year.
8
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
UTILITY FUNDS
MID-YEAR REVIEW
For the Six Month Period of October 1, 2022 to March 31, 2023
SOLID WASTE AND RECYCLING FUND
Solid Waste Revenues:
Other Permits and Fees 1,000 5,412 (4,412) 541%- 1,000
Charges for Service 26,874,695 14,647,054 12,227,641 55%- 26,874,695
Judgments, Fines and Forfeits 95,000 36,253 58,747 38%- 95,000
Miscellaneous 625,000 590,961 34,039 95%- 625,000
Transfers In - - - ~- -
Solid Waste Revenues 27,595,695 15,279,680 12,316,015 55%- 27,595,695
Recycling Revenues:
Other Permits and Fees 350 - 350 0%- 350
Intergovernmental - - - ~- -
Charges for Service 2,557,274 1,379,884 1,177,390 54%- 2,557,274
Judgments, Fines and Forfeits 8,000 3,353 4,647 42%- 8,000
Miscellaneous 220,281 88,976 131,305 40%- 220,281
Transfers In - - - ~- -
Recycling Revenues 2,785,905 1,472,214 1,313,691 53%- 2,785,905
Fund Equity - - - ~- -
Total Revenues 30,381,600 16,751,894 13,629,706 55%- 30,381,600
Solid Waste Expenditures:
Collection 20,030,254 8,783,570 11,246,684 44%- 20,030,254
Transfer 2,467,042 980,342 1,486,700 40%- 2,467,042
Container Maintenance 958,445 446,208 512,237 47%- 958,445
Administration 1,362,394 680,080 682,314 50%- 1,362,394
Solid Waste Expenditures 24,818,135 10,890,200 13,927,935 44%- 24,818,135
Recycling Expenditures:
Residential 1,670,431 635,117 1,035,314 38%- 1,670,431
Multi-Family 430,139 203,367 226,772 47%- 430,139
Commercial 1,819,275 784,283 1,034,992 43%400,000 2,219,275
Recycling Expenditures 3,919,845 1,622,767 2,297,078 41%400,000 4,319,845 ~
Total Expenditures 28,737,980 12,512,967 16,225,013 44%400,000 29,137,980
Increase/
(Decrease)Amendment Description:
Solid Waste and Recycling Fund Revenues:-
Solid Waste and Recycling Fund
Expenditures:400,000
No amendments are proposed to Solid Waste and Recycling
Fund revenues at mid-year.
At mid-year,amendments to Solid Waste and Recycling Fund
expenditures reflect an increase of $400,000.00 to
contractual services to provide additional funding for
recycling of single stream materials,as approved by the
Council on May 18,2023.Sufficient revenues are budgeted
to offset this increase in expenditures.
At mid-year, anticipated revenues of the Solid Waste and Recycling Fund exceed anticipated expenditures by $1,243,620 for fiscal year
2022/23.
9
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
MARINE FUND
Marine Revenues:
Intergovernmental - - - ~- -
Charges for Service 6,399,710 3,104,894 3,294,816 49%- 6,399,710
Judgments, Fines and Forfeits 3,200 200 3,000 6%- 3,200
Miscellaneous Revenue 149,000 219,293 (70,293) 147%- 149,000
Transfers In - - - ~- -
Fund Equity 486,730 - 486,730 0%- 486,730
Total Revenues 7,038,640 3,324,387 3,714,253 47%- 7,038,640
Marine Expenditures:
Marina Operations 7,038,640 3,936,139 3,102,501 56%- 7,038,640
Total Expenditures 7,038,640 3,936,139 3,102,501 56%- 7,038,640
Increase/
(Decrease)Amendment Description:
Marine Fund Revenues:-
Marine Fund Expenditures:-
At mid-year, anticipated revenues of the Marine Fund equal anticipated expenditures for fiscal year 2022/23.
No amendments are proposed to Marine Fund revenues at
mid-year.
No amendments are proposed to Marine Fund expenditures
at mid-year.
For the Six Month Period of October 1, 2022 - March 31, 2023
ENTERPRISE FUNDS
MID-YEAR REVIEW
10
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
For the Six Month Period of October 1, 2022 - March 31, 2023
ENTERPRISE FUNDS
MID-YEAR REVIEW
CLEARWATER HARBOR MARINA FUND
Clearwater Harbor Marina Revenues:
Intergovernmental - - - ~- -
Charges for Service 913,500 477,333 436,167 52%- 913,500
Judgments, Fines and Forfeits 1,000 150 850 15%- 1,000
Miscellaneous Revenue 31,500 42,950 (11,450) 136%- 31,500
Transfers In - - - ~- -
Fund Equity 57,610 - 57,610 0%- 57,610
Total Revenues 1,003,610 520,433 483,177 52%- 1,003,610
Clearwater Harbor Marina Expenditures
Clearwater Harbor Marina Operations 1,003,610 560,774 442,836 56%- 1,003,610
Total Expenditures 1,003,610 560,774 442,836 56%- 1,003,610
Increase/
(Decrease)Amendment Description:
Clearwater Harbor Marina Fund Revenues:-
Clearwater Harbor Marina Fund
Expenditures:-
No amendments are proposed to Clearwater Harbor Marina
Fund revenues at mid-year.
No amendments are proposed to Clearwater Harbor Marina
Fund expenditures at mid-year.
At mid-year, anticipated revenues of the Clearwater Harbor Marina Fund equal anticipated expenditures for fiscal year 2022/23.
11
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
For the Six Month Period of October 1, 2022 - March 31, 2023
ENTERPRISE FUNDS
MID-YEAR REVIEW
AIRPARK FUND
Airpark Revenues:
Intergovernmental - - - ~13,600 13,600
Charges for Service 18,000 7,984 10,016 44%- 18,000
Miscellaneous Revenue 364,000 174,463 189,537 48%- 364,000
Transfers In - - - ~- -
Fund Equity 24,990 - 24,990 0%353,400 378,390
Total Revenues 406,990 182,446 224,544 45%367,000 773,990
Airpark Expenditures:
Airpark Operations 406,990 238,709 168,281 59%367,000 773,990
Total Expenditures 406,990 238,709 168,281 59%367,000 773,990
Increase/
(Decrease)Amendment Description:
Airpark Fund Revenues:367,000
Airpark Fund Expenditures:367,000
At mid-year, anticipated revenues of the Airpark Fund equal anticipated expenditures for fiscal year 2022/23.
At mid-year,revenue amendments reflect a net increase of
$367,000.00.Amendments include:1)an increase of
$13,600.00 in grant revenues from FDOT,and 2)an
allocation of $353,400.00 from Airpark Fund reserves to
fund the Joint Participation Agreements between the City of
Clearwater and FDOT as approved by the Council on May 18,
2023.
At mid-year,expenditure amendments reflect a net increase
of $367,000.00.Amendments include:1)an increase of
$17,000.00 to contribution to garage fund to provide
funding for golf cart replacement,as approved by the
Council on May 18,2023,and 2)a transfer of $350,000.00 to
capital project G2306,Apron Relayment,as approved by the
Council on May 18, 2023.
12
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
For the Six Month Period of October 1, 2022 - March 31, 2023
ENTERPRISE FUNDS
MID-YEAR REVIEW
PARKING FUND
Parking Revenues:
Charges for Service 9,561,080 4,251,489 5,309,591 44%- 9,561,080
Judgments, Fines and Forfeits 990,000 808,193 181,807 82%- 990,000
Miscellaneous Revenue 200,000 356,437 (156,437) 178%- 200,000
Transfers In - 2,560 (2,560) ~- -
Fund Equity 8,116,050 - 8,116,050 0%- 8,116,050
Total Revenues 18,867,130 5,418,679 13,448,451 29%- 18,867,130
Parking Expenditures
Public Works/Parking System 16,519,523 13,500,332 3,019,191 82%- 16,519,523
Public Works/Parking Enforcement 998,737 437,432 561,305 44%- 998,737
Fire Dept/Beach Guards 1,194,937 623,608 571,329 52%- 1,194,937
M&A/Seminole Street Boat Ramp 153,933 74,417 79,516 48%- 153,933
Total Expenditures 18,867,130 14,635,789 4,231,341 78%- 18,867,130
Increase/
(Decrease)Amendment Description:
Parking Fund Revenues:-
Parking Fund Expenditures:-
No amendments are proposed to Parking Fund revenues at
mid-year.
No amendments are proposed to Parking Fund expenditures
at mid-year.Expenditures reflect 78%of total budget due to
transfers to the capital fund which happen in the first period
of the year.
At mid-year, anticipated revenues of the Parking Fund equal anticipated expenditures for fiscal year 2022/23.
13
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
GENERAL SERVICES FUND
General Services Revenues:
Charges for Service 6,368,650 3,210,633 3,158,017 50%- 6,368,650
Miscellaneous Revenues 130,000 159,927 (29,927) 123%- 130,000
Transfers In - - - ~- -
Fund Equity - - - ~- -
Total Revenues 6,498,650 3,370,560 3,128,090 52%- 6,498,650
General Services Expenditures:
Administration 512,198 197,241 314,957 39%- 512,198
Building & Maintenance 5,950,782 2,605,675 3,345,107 44%- 5,950,782
Total Expenditures 6,462,980 2,802,916 3,660,064 43%- 6,462,980
Increase/
(Decrease)Amendment Description:
General Services Fund Revenues:-
General Services Fund Expenditures:-
For the Six Month Period of October 1, 2022 - March 31, 2023
INTERNAL SERVICE FUNDS
MID-YEAR REVIEW
At mid-year, anticipated revenues of the General Services Fund exceed anticipated expenditures by $35,670 for fiscal year 2022/23.
No amendments are proposed to General Services Fund
revenues at mid-year.
No amendments are proposed to General Services Fund
expenditures at mid-year.
14
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
For the Six Month Period of October 1, 2022 - March 31, 2023
INTERNAL SERVICE FUNDS
MID-YEAR REVIEW
ADMINISTRATIVE SERVICES FUND
Administrative Services Revenues:
Charges for Service 16,050,270 7,762,430 8,287,841 48%- 16,050,270
Miscellaneous Revenues 100,000 180,176 (80,176) 180%- 100,000
Transfers In - - - ~- -
Fund Equity - - - ~- -
Total Revenues 16,150,270 7,942,605 8,207,665 49%- 16,150,270
Administrative Services Expenditures:
Info Tech / Admin 515,877 192,858 323,019 37%- 515,877
Info Tech / Network Ops & User Suport 4,854,345 2,494,260 2,360,085 51%- 4,854,345
Info Tech / Network Security & Architecture 2,646,074 1,265,677 1,380,397 48%- 2,646,074
Info Tech / Solutions & Programming 2,761,577 1,537,575 1,224,002 56%- 2,761,577
Info Tech / Telecommunications - 338,748 (338,748) ~- -
Info Tech / Enterprise Systems & Training 1,091,360 209,384 881,976 19%- 1,091,360
Public Comm / Courier 198,577 54,583 143,994 27%- 198,577
Clearwater Customer Service 4,001,420 1,836,618 2,164,802 46%- 4,001,420
Total Expenditures 16,069,230 7,929,703 8,139,527 49%- 16,069,230
Increase/
(Decrease)Amendment Description:
Administrative Services Fund Revenues:-
Administrative Services Fund Expenditures:-
At mid-year, anticipated revenues of the Administrative Services Fund exceed anticipated expenditures by $81,040 for fiscal year 2022/23.
No amendments are proposed to Administrative Services
Fund revenues at mid-year.
No amendments are proposed to Administrative Services
Fund expenditures at mid-year.
15
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
For the Six Month Period of October 1, 2022 - March 31, 2023
INTERNAL SERVICE FUNDS
MID-YEAR REVIEW
GARAGE FUND
Garage Fund Revenues
Charges for Service 18,908,130 8,854,778 10,053,352 47%- 18,908,130
Miscellaneous Revenues 625,000 493,604 131,396 79%- 625,000
Transfers In - - - ~- -
Fund Equity - - - ~- -
Total Revenues 19,533,130 9,348,382 10,184,748 48%- 19,533,130
Garage Fund Expenditures:
Fleet Maintenance 17,789,189 6,636,359 11,152,830 37%- 17,789,189
Radio Communications 1,681,211 290,856 1,390,355 17%- 1,681,211
Total Expenditures 19,470,400 6,927,216 12,543,184 36%- 19,470,400
Increase/
(Decrease)Amendment Description:
Garage Fund Revenues:-
Garage Fund Expenditures:-
At mid-year, anticipated revenues of the Garage Fund exceed anticipated expenditures by $62,730 for fiscal year 2022/23.
No amendments are proposed to Garage Fund revenues at
mid-year.
No amendments are proposed to Garage Fund expenditures
at mid-year.
16
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
For the Six Month Period of October 1, 2022 - March 31, 2023
INTERNAL SERVICE FUNDS
MID-YEAR REVIEW
CENTRAL INSURANCE FUND
Central Insurance Revenues:
Charges for Service 35,413,700 17,794,515 17,619,185 50%- 35,413,700
Miscellaneous Revenues 340,000 658,142 (318,142) 194%- 340,000
Transfers In - - - ~- -
Fund Equity - - - ~- -
Total Revenues 35,753,700 18,452,658 17,301,042 52%- 35,753,700
Central Insurance Expenditures:
Finance / Risk Management 438,663 174,787 263,876 40%- 438,663
HR / Employee Benefits 414,160 156,178 257,982 38%- 414,160
HR / Employee Health Clinic 1,731,900 617,115 1,114,785 36%- 1,731,900
Non-Departmental 33,167,607 13,715,006 19,452,601 41%- 33,167,607
Total Expenditures 35,752,330 14,663,086 21,089,244 41%- 35,752,330
Increase/
(Decrease)Amendment Description:
Central Insurance Fund Revenues:-
Central Insurance Fund Expenditures:-
No amendments are proposed to Central Insurance Fund
revenues at mid-year.
No amendments are proposed to Central Insurance Fund
expenditures at mid-year.
At mid-year, anticipated revenues of the Central Insurance Fund exceed anticipated expenditures by $1,370 for fiscal year 2022/23.
17
CAPITAL IMPROVEMENT PROGRAM
Mid-Year Summary
FY 2022/23
18
The amended 2022/23 Capital Improvement Program budget report is submitted for the City Council's mid-year review.
The proposed amendment is a net budget increase in the amount of $1,087,961. This review provides the opportunity
to examine the status of all active projects and present formal amendments to the project budgets. Fiscally significant
budget increases encompassed within this review are as follows:
The City Council did not previously approve the following capital improvement budget activity:
Underground Refuse Program – a budget decrease of $25,354 in lease purchase revenue.
Groundwater Replenishment Facility– a budget decrease of $1,135,548 in grant revenue from the Southwest
Florida Water Management District (SWFWMD).
Traffic Safety Infrastructure– a budget increase of $22,031 in insurance reimbursements.
All significant budget increases that have been previously approved by the City Council are listed below:
Project Council
Budget Increase Approval
Garage – Off Cycle Replacement $140,000 11/03/22
Apron Relayment $1,750,000 05/18/23
Aviation Operation Center $ 300,000 05/18/23
Increase/
Amdmt Project (Decrease)Transfer Net Budget
#Number Amount Amount Description Amendment
Garage - Off Cycle Replacements
1 L1911 140,000
To record a budget increase of $140,000.00 in insurance
claims revenue to bring the budget in line with revenues
received as approved by City Council on November 03,
2022.140,000
Pinellas New Mains / Service Lines
2 96377 16,118
To record a budget increase of $16,117.95 in property
owners share revenue to bring the budget in line with
revenues received.16,118
Pasco New Mains / Service Lines
3 96378 11,800
To record a budget increase of $11,799.88 in property
owners share revenue to bring the budget in line with
revenues received.11,800
Underground Refuse Program
4 L2005 (25,354)
To record a budget decrease of $25,354.00 in lease
purchase revenue.This will close the lease purchase
portion of this project.(25,354)
Northeast Plant Upgrades/Improvement
5 96215 (7,500,000)
To record a budget transfer of $6,000,000.00 in sewer
revenue to project 96686,Pump Station Replacement and
$1,500,000.00 to project 96739,Reclaimed Water
Distribution Systems.(7,500,000)
Sanitary Sewer R&R
6 96665 (1,000,000)
To record a budget decrease of $1,000,000.00 in utility R&R
revenue to project 96784,Reclaim Water Distribution
System R&R.(1,000,000)
Pump Station Replacement
7 96686 6,000,000
To record a budget transfer of $6,000,000.00 in sewer
revenue from project 96215,Northeast Plant
Upgrades/Improvement.6,000,000
Reclaimed Water Distribution Systems
8 96739 7,500,000
To record a budget transfer of $1,500,000.00 in sewer
revenue from project 96215,Northeast Plant
Upgrades/Improvement and $6,000,000.00 in water fund
revenue from project 96767, RO Plant at Reservoir #2.7,500,000
RO Plant at Res #2
9 96767 (6,000,000)
To record a budget transfer in water revenue of
$6,000,000.00 to project 96739,Reclaimed Water
Distribution System.(6,000,000)
CAPITAL IMPROVEMENT PROGRAM
Mid-Year Amendments
FY 2022/23
19
Increase/
Amdmt Project (Decrease)Transfer Net Budget
#Number Amount Amount Description Amendment
CAPITAL IMPROVEMENT PROGRAM
Mid-Year Amendments
FY 2022/23
Groundwater Replenishment Facility
10 96773 (1,135,548)
To record a budget decrease of $1,135,548.34 in grant
revenue from SWFWMD.This project has been postponed
indefinitely.(1,135,548)
Reclaim Water Distribution System R&R
11 96784 - 1,000,000
To record a budget increase of $1,000,000.00 in utility R&R
revenue from project 96665, Sanitary Sewer R&R.1,000,000
Stormwater Vehicles & Equipment
12 C1908 (700,000)
To record a budget transfer of $700,000.00 in stormwater
revenue to project ENST180010,Lower Spring Branch
Improvement.(700,000)
Allen's Creek
13 ENST180002 856,361
To record a budget transfer of $856,361.00 in stormwater
revenue from project ENST180003,Stormwater System
Expansion.856,361
Stormwater System Expansion
14 ENST180003 (856,361)
To record a budget transfer of $856,361.00 in stormwater
revenue to project ENST180002, Allen's Creek.(856,361)
Stevenson Creek
15 ENST180004 (1,300,000)
To record a budget transfer of $1,300,000.00 in
stormwater revenue to project ENST180010,Lower Spring
Branch Conveyance.(1,300,000)
Alligator Creek Watershed
16 ENST180006 (1,139,000)
To record a budget transfer of $1,139,000.00 in
stormwater revenue to project ENST180010,Lower Spring
Branch Improvement.(1,139,000)
Lower Spring Branch Improvement
17 ENST180010 3,139,000
To record a budget transfer of $3,139,000.00 in
stormwater revenue from the following projects:1)
$700,000.00 from project C1908,Stormwater Vehicle and
Equipment;2)$1,300,000.00 from project ENST180004,
Stevensons Creek;and 3)$1,139,000.00 from project
ENST18006, Alligator Creek Watershed.3,139,000
Streets and Sidewalks
18 ENRD180004 8,915
To record budget increase of $8,915.00 for insurance
reimbursements received.This will bring the budget in line
with revenues received.8,915
20
Increase/
Amdmt Project (Decrease)Transfer Net Budget
#Number Amount Amount Description Amendment
CAPITAL IMPROVEMENT PROGRAM
Mid-Year Amendments
FY 2022/23
Traffic Safety Infrastructure
19 ENRD180007 22,031
To record budget increases of $17,432.88 from risk
insurance reimbursements and an increase of $4,597.99 in
private insurance reimbursements received.This will bring
the budget in line with revenues received.22,031
Apron Relayment
20 G2306 1,750,000
To record a budget increase of $1,400,000.00 of grant
revenue and $350,000.00 in airpark fund revenues,as
approved by City Council on May 18, 2023.1,750,000
Aviation Operation Center - NEW PROJECT
21 G2307 300,000
To establish the project and record a budget increase of
$240,000.00 of grant revenue from FDOT and $60,000.00
of reimbursement revenue,as approved by City Council on
May 18, 2023.300,000
Parking Lot Improvements
22 ENPK180002 (700,000)
To record a budget transfer of $700,000.00 in parking
revenue to project ENPK230001,Downtown Parking
Garage.(700,000)
Downtown Parking Garage
23 ENPK230001 700,000
To record a budget transfer of $700,000.00 in parking
revenue from project ENPK180002,Parking Lot
Improvements.700,000
1,087,961 - - 1,087,961 TOTAL
21
CAPITAL IMPROVEMENT PROGRAM
PROGRAM & STATUS SUMMARY
MID-YEAR: October 1, 2022 to March 31, 2023
Budget Amended Revised Project Open Available Amend
Description 10/1/23 Prev Qtr Amdmts Budget To Date Encumbrance Balance Status Ref
Other General Government
93535 Countryside Library Demolition 75,000 75,000 - 75,000 - - 75,000
94233 Motorized Equip-Cash 2,683,945 2,705,101 - 2,705,101 2,536,138 14,341 154,622
94246 Fleet Management & Mapping 710,000 710,000 - 710,000 615,964 - 94,036
94729 City-wide Connectivity 5,623,089 5,623,089 - 5,623,089 3,783,435 8,490 1,831,165
94736 Geographic Information Sys 1,260,997 1,260,997 - 1,260,997 954,455 - 306,542
94828 Financial Systems Upgrades 4,258,165 4,258,165 - 4,258,165 2,812,689 31,934 1,413,543
94829 CIS Upgrades / Replacement 1,457,376 1,457,376 - 1,457,376 568,840 156,665 731,871
94830 MS Licensing / Upgrades 1,350,000 1,350,000 - 1,350,000 842,601 - 507,399
94850 Backfile Conversion of Records 500,000 500,000 - 500,000 192,043 - 307,957
94857 Accela Permit & Code Enforce 450,000 450,000 - 450,000 328,512 - 121,488
94873 Citywide Camera System 460,000 460,000 - 460,000 277,953 1,720 180,326
94874 City Enterprise Timekeep Sys 410,000 410,000 - 410,000 202,802 - 207,198
94880 Granicus Agenda Mgt Sys 260,000 260,000 - 260,000 41,136 - 218,864
94883 Business Proc Review & Improve 1,225,735 1,225,735 - 1,225,735 450,949 906 773,880
94888 City EOC & Disaster Recovery Fac 3,360,000 3,360,000 - 3,360,000 3,135,802 39,099 185,099
C1901 Beach Radio Tower 852,370 852,370 - 852,370 - - 852,370
C2004 Lift Stations - General Gov 2,240,000 2,240,000 - 2,240,000 176,562 - 2,063,438
C2006 ADA Transition Plan 1,200,000 1,200,000 - 1,200,000 383,657 - 816,343
C2007 Citywide Audio/Visual Solutions 465,053 465,053 - 465,053 56,499 - 408,554
C2101 North Ward Preservation 77,920 77,920 - 77,920 62,183 - 15,737
C2106 Greenprint Implementation 837,848 837,848 - 837,848 520,574 160,616 156,658
C2212 City Hall Demolition 610,000 610,000 - 610,000 305,730 251,963 52,307
G2211 ARPA Fiber Upgrades 3,500,000 3,500,000 - 3,500,000 - - 3,500,000
G2214 ARPA Solar Panels 2,000,000 2,000,000 - 2,000,000 - - 2,000,000
ENGF220001 New City Hall 16,700,300 16,700,300 - 16,700,300 126,920 2,821,420 13,751,960
GSBM180001 Air Cond Replace-City Wide 2,079,436 2,079,436 - 2,079,436 1,260,001 221,942 597,493
GSBM180002 Flooring for Facilities 1,677,837 1,677,837 - 1,677,837 1,071,011 182,624 424,202
GSBM180003 Roof Repair and Replacement 3,154,213 3,154,213 - 3,154,213 2,176,896 11,574 965,744
GSBM180004 Painting of Facilities 1,042,923 1,042,923 - 1,042,923 404,882 30,156 607,884
GSBM180005 Fencing of Facilities 183,170 183,170 - 183,170 73,199 - 109,970 GSBM180006 Light Replacement & Repair 753,197 753,197 - 753,197 374,834 - 378,362
GSBM180007 Elevator Refurbish/Modern 860,576 860,576 - 860,576 11,118 - 849,458
GSBM180008 Building Systems 2,218,377 2,218,377 - 2,218,377 828,325 43,811 1,346,241
GSBM180009 New A/C Chiller System 5,600,000 5,600,000 - 5,600,000 1,752,713 - 3,847,287
GSBM180010 General Services R&R 600,000 600,000 - 600,000 405,227 8,496 186,277
GSBM180011 Generator Maintenance 670,000 670,000 - 670,000 78,003 - 591,997
GSBM180012 General Faci Bldg Major Reno 2,885,242 2,885,242 - 2,885,242 279,486 347,860 2,257,897
GSFL180001 Fleet Facility R&R 694,520 694,520 - 694,520 93,527 24,303 576,690
L1902 B&M Vehicle & Equipment 65,000 35,046 - 35,046 35,046 - - C
L1906/M2202Telecommunications Upgrade 2,269,047 2,269,047 - 2,269,047 13,131 - 2,255,916
L1907/M1911IT Disaster Recovery 705,396 705,396 - 705,396 78,443 20,249 606,704
L1908/M1912Network Infra & Server R&R 2,766,417 2,766,417 - 2,766,417 1,862,220 391,677 512,520
L1910 Motorized Equip Replace - LP 24,448,827 24,448,827 - 24,448,827 16,121,999 4,355,121 3,971,706
L1911 Garage - Off Cycle Replacements 500,000 500,000 140,000 640,000 245,443 329,895 64,662 1
L2301 Motorized Equip Purchases - LP 2,139,150 2,139,150 - 2,139,150 884,559 553,923 700,668
M1914 Sustainability Initiatives 200,000 200,000 - 200,000 146,710 - 53,290
M2007 City EOC Maintenance 125,000 125,000 - 125,000 3,853 - 121,147
L2001/M2010P25 Radio Equipment & Infrast 4,507,104 4,507,104 - 4,507,104 2,888,872 - 1,618,232
M2201 Studio/Production Eqp.51,344 51,344 - 51,344 - - 51,344
M2211 Neighborhood Reinvest Fund 200,000 200,000 - 200,000 - - 200,000
Sub-Total 112,964,573 112,955,774 140,000 113,095,774 49,464,940 10,008,783 53,622,051
Actual Expenditures
22
CAPITAL IMPROVEMENT PROGRAM
PROGRAM & STATUS SUMMARY
MID-YEAR: October 1, 2022 to March 31, 2023
Budget Amended Revised Project Open Available Amend
Description 10/1/23 Prev Qtr Amdmts Budget To Date Encumbrance Balance Status Ref
Actual Expenditures
Police Protection
94238 Police Vehicles 2,752,032 2,752,032 - 2,752,032 2,491,068 - 260,964
C2201 Police CAD Replacement 900,000 900,000 - 900,000 312,791 - 587,209 C2206 PD Equipment Facility 750,000 750,000 - 750,000 - - 750,000 P1802 Police Equipment Replacement 809,686 855,547 - 855,547 757,867 17,605 80,074 P1803 Command Bus Refurbishment 200,000 154,139 154,139 154,139 - - CP1902Police Information Systems 450,000 450,000 - 450,000 376,988 - 73,012
P2102 Training Range Sound Mitigation 820,000 820,000 - 820,000 787,787 15,408 16,805 PD00180001 Police District 3 Station 13,050,000 13,050,000 - 13,050,000 12,007,476 906,335 136,189 Sub-Total 19,731,718 19,731,718 - 19,731,718 16,888,116 939,348 1,904,253
Fire Protection
91218 Fire Engine Replacement 4,249,366 4,249,366 - 4,249,366 3,482,241 718,190 48,936
91244 Aerial Truck 3,368,080 3,368,080 - 3,368,080 2,653,479 - 714,601
91260 Thermal Imaging Cameras 320,270 320,270 - 320,270 163,939 78,900 77,431
91261 Personal Protection Equip 2,664,250 2,664,250 - 2,664,250 2,158,296 271,060 234,894
91262 SCBA Upgrade - Fill Station 125,000 82,366 - 82,366 82,366 - - C
91264 Fire Hose Replacement 531,460 531,460 - 531,460 316,471 27,841 187,148
91271 Fire Boat 1,008,363 1,008,363 - 1,008,363 694,171 - 314,192
C2207 FD Equipment Facility 750,000 750,000 - 750,000 13,582 - 736,418 FD00190001 Fire Station 46 - Beach 10,350,693 10,350,693 - 10,350,693 5,848,867 4,249,390 252,436
FD00190002 Fire Station 47 Replacement 4,839,441 4,839,441 - 4,839,441 1,199,068 115,345 3,525,028
M2005 Fire Training Tower 400,286 400,286 - 400,286 52,987 - 347,299
Sub-Total 28,607,208 28,564,574 - 28,564,574 16,665,468 5,460,726 6,438,380
Fire Rescue Services
91229 Replace & Upgrade Airpacks 1,341,680 1,384,314 - 1,384,314 921,668 51,401 411,246
91236 Rescue Vehicle 862,500 862,500 - 862,500 275,930 219,850 366,720
91257 AED Program 315,510 315,510 - 315,510 279,236 - 36,274
91263 Extrication Tools 177,000 177,000 - 177,000 125,708 - 51,292
ENGF190002 Beach Guard Tower 324,239 324,239 324,239 95,930 - 228,309
ENGF200002 Beach Guard Admin Building 135,000 135,000 - 135,000 65,660 2,700 66,640 Sub-Total 3,155,929 3,198,563 - 3,198,563 1,764,131 273,951 1,160,481
Gas Utility Services
96358 Environmental Remediation 2,134,794 2,134,794 - 2,134,794 1,920,163 75,520 139,111
96365 Line Relocation-Pinellas Maint 836,569 836,569 - 836,569 591,736 - 244,833
96367 Gas Meter Change Out-Pinellas 4,663,000 4,663,000 - 4,663,000 4,345,939 - 317,061
96374 Line Relocation-Pinellas Capital 3,333,500 3,333,500 - 3,333,500 3,125,300 17,570 190,630
96376 Line Relocation - Pasco Maint 361,384 361,384 - 361,384 146,186 - 215,198
96377 Pinellas New Mains / Serv Lines 45,431,671 45,480,275 16,118 45,496,393 37,604,768 184,287 7,707,338 2
96378 Pasco New Mains / Serv Lines 27,922,099 28,024,407 11,800 28,036,207 24,798,179 7,900 3,230,128 3
96379 Pasco Gas Meter Change Out 1,592,821 1,592,821 - 1,592,821 902,158 - 690,663
96381 Line Reloc-Pasco-Capitalized 1,847,300 1,847,300 - 1,847,300 1,278,075 - 569,225
96382 Gas Inventory - Work Mgmt Sys 2,492,000 2,492,000 - 2,492,000 856,268 - 1,635,732
96384 Gas System - Pinellas Building 28,857,855 28,857,855 - 28,857,855 28,069,261 47,365 741,229
96385 Gas Main Extensions 1,807,845 1,807,845 - 1,807,845 1,519,322 - 288,523
96386 Expanded Energy Conservation 16,128,589 16,128,589 - 16,128,589 12,449,915 - 3,678,674
96387 Natural Gas Vehicle 7,684,584 7,684,584 - 7,684,584 6,047,373 1,009,824 627,386
96389 Future IMS Software & Hardware 1,475,000 1,475,000 - 1,475,000 361,793 - 1,113,207
96391 Gas System Pasco Building 950,000 950,000 - 950,000 1,392 - 948,608
C2301 Pasco Gate Station 1,500,000 1,500,000 - 1,500,000 - - 1,500,000
M1904 Pinellas Building Equip R&R 1,000,000 1,000,000 - 1,000,000 - - 1,000,000
Sub-Total 150,019,009 150,169,922 27,918 150,197,840 124,017,826 1,342,466 24,837,548
23
CAPITAL IMPROVEMENT PROGRAM
PROGRAM & STATUS SUMMARY
MID-YEAR: October 1, 2022 to March 31, 2023
Budget Amended Revised Project Open Available Amend
Description 10/1/23 Prev Qtr Amdmts Budget To Date Encumbrance Balance Status Ref
Actual Expenditures
Solid Waste Control Services
96426 Facility R & R 3,027,608 1,862,066 - 1,862,066 1,862,066 - (0) C
96443 Res Container Acquisition 2,326,741 1,733,081 - 1,733,081 1,733,081 - (0) C
96444 Comm Container Acquisition 4,695,420 4,352,448 - 4,352,448 4,352,448 - - C
96445 Solar Trash & Recycling Kiosks 364,414 239,182 - 239,182 239,182 - - C
96448 Solid Waste CNG Station 150,000 - - - - - - C
96449 Solid Waste Truck Wash Fac 555,500 - - - - - - C
96804 Recycling Carts/Dumpsters 1,426,650 925,855 - 925,855 925,855 - - C
96805 Recycling Expan/Particip/R&R 1,341,525 1,222,936 - 1,222,936 1,222,936 - - C
C2005/L2005 Underground Refuse Program 2,195,090 2,195,090 (25,354) 2,169,736 1,716,874 10,003 442,859 4
C2302 Rebuild SW Adm Comp - 8,610,526 - 8,610,526 - 29,362 8,581,164
L2201 SW/Recyc Add Veh & Equip 185,000 - - - - - - C
M2301 SW Facility R&R 200,000 200,000 - 200,000 - - 200,000
SR00180003 Processing Ctr Building Replace 5,062,633 4,396 - 4,396 4,396 - 0 C
SRTS180001 S.W.Transfer Station Rebuild 19,650,130 19,650,130 19,650,130 19,069,957 44,344 535,829 Sub-Total 41,180,710 40,995,710 (25,354) 40,970,356 31,126,796 83,709 9,759,851
Water-Sewer Combination Services
96212 Sanitary Sewer Upgrades/Impr 17,345,431 17,345,431 - 17,345,431 8,244,173 6,233,508 2,867,751
96213 Marshall Street Upgrades/Impr 20,044,299 20,044,299 - 20,044,299 9,938,021 4,888,641 5,217,637
96214 East Plant Upgrades/Improve 5,150,000 5,150,000 - 5,150,000 582,448 228,412 4,339,140
96215 N.E. Plant Upgrades/Improve 35,263,620 38,024,945 (7,500,000) 30,524,945 17,165,662 5,639,001 7,720,282 5
96216 Laboratory Upgrade/Improve 1,155,079 1,155,079 - 1,155,079 12,168 - 1,142,912
96217 Pump Station R&R 1,350,192 1,350,192 - 1,350,192 664,726 - 685,466
96523 Pub Utilities Adm Bldg R&R 556,703 556,703 - 556,703 436,694 - 120,009
96526 Public Utility Admin Building 1,104,306 1,104,306 - 1,104,306 - - 1,104,306
96630 Sanitary Sewer Extension 15,319,608 15,319,608 - 15,319,608 12,615,157 4,557 2,699,895
96634 Sanitary Sewer Relocation 4,392,493 4,400,885 - 4,400,885 3,356,534 126,640 917,710
96645 Laboratory Upgrade & R&R 1,146,761 1,146,761 - 1,146,761 1,126,761 - 20,000
96654 Facilities Upgrade & Improve 11,779,876 11,779,876 11,779,876 10,588,663 258,998 932,216
96664 Water Pollution Control R & R 30,081,864 30,081,864 - 30,081,864 20,602,863 4,960,175 4,518,826
96665 Sanitary Sewer R&R 84,663,458 84,663,458 (1,000,000) 83,663,458 50,156,855 24,194,479 9,312,124 6
96686 Pump Station Replacement 9,413,137 9,875,137 6,000,000 15,875,137 5,837,212 112,456 9,925,469 796721System R & R - Maintenance 17,015,686 17,015,686 - 17,015,686 5,696,579 4,119,496 7,199,611 96722 Line Relocation - Maintenance 5,425,071 5,606,588 - 5,606,588 3,630,489 66,181 1,909,918 96739 Reclaimed Water Dist Sys 47,616,014 47,616,014 7,500,000 55,116,014 45,644,075 523,770 8,948,168 8
96742 Line Relocation-Capitalized 5,869,275 5,869,275 - 5,869,275 4,255,780 - 1,613,495
96744 System Expansion 3,945,043 3,945,043 - 3,945,043 3,487,570 - 457,473
96764 RO Plant Exp Res #1 16,499,527 16,499,527 - 16,499,527 13,243,654 39 3,255,834
96767 RO Plant at Res #2 50,495,439 50,495,439 (6,000,000) 44,495,439 41,849,094 908,605 1,737,740 9
96773 Groundwater Replenishm Fac 7,400,118 7,400,118 (1,135,548) 6,264,570 5,917,381 3,259 343,930 10
96782 RO Plant @WTP #3 3,069,594 3,069,594 - 3,069,594 682,850 1,537,531 849,213
96783 Water Sys Upgrades/Improve 8,953,600 8,953,600 - 8,953,600 2,412,676 993,614 5,547,310
96784 Reclaim Water Distrib Sys R&R 4,840,936 4,842,078 1,000,000 5,842,078 1,384,113 1,891,660 2,566,305 11
96785 Feasibility Studies/Evalu - Water 3,805,000 3,805,000 - 3,805,000 2,380,991 108,558 1,315,451
96786 Devices/Equipments - Water 1,100,000 1,100,000 - 1,100,000 - - 1,100,000
G2206 Portable Generators 630,000 630,000 - 630,000 - - 630,000
L1904/L1905
/M2008 Vehicle & Equip-Sewer 1,077,913 1,077,913 - 1,077,913 1,000,239 - 77,674
M1905 Marshall Street Plant R&R 4,160,000 4,160,000 - 4,160,000 376,642 95,269 3,688,089
M1906 Northeast Plant R&R 2,279,313 2,279,313 - 2,279,313 431,377 - 1,847,936
M1907 East Plant R&R 5,165,000 5,165,000 - 5,165,000 326,821 208,078 4,630,102
M1908 RO Plant Exp Res #1 R&R 1,300,000 1,300,000 - 1,300,000 47,996 - 1,252,004
M1909 RO Plant at Res #2 R&R 1,250,000 1,250,000 - 1,250,000 177,535 - 1,072,465
24
CAPITAL IMPROVEMENT PROGRAM
PROGRAM & STATUS SUMMARY
MID-YEAR: October 1, 2022 to March 31, 2023
Budget Amended Revised Project Open Available Amend
Description 10/1/23 Prev Qtr Amdmts Budget To Date Encumbrance Balance Status Ref
Actual Expenditures
Water-Sewer Combination Services (continued)
M1910 Water Treatment Plant #3 R&R 898,851 898,851 - 898,851 152,278 - 746,573
M2103 Utilities Bldg & Maint 1,000,000 1,000,000 - 1,000,000 281,252 - 718,748 Sub-Total 432,563,206 435,977,582 (1,135,548) 434,842,034 274,707,324 57,102,926 103,031,783
Flood Protection/SW Management
C1908 Stormwater Vehicles & Equip 5,695,930 5,695,930 (700,000) 4,995,930 3,563,587 596,665 835,678 12
ENST180001 Stormwater Pipe System Improve 16,422,507 16,422,507 - 16,422,507 4,482,581 2,164,368 9,775,558
ENST180002 Allen's Creek 3,309,631 3,309,631 856,361 4,165,992 2,809,628 90,845 1,265,519 13
ENST180003 Stormwater System Expansion 1,339,146 1,339,146 (856,361) 482,785 - - 482,785 14
ENST180004 Stevenson Creek 3,500,286 3,500,286 (1,300,000) 2,200,286 129,195 89,192 1,981,899 15
ENST180005 Coastal Basin 4,494,370 4,494,370 - 4,494,370 2,803,794 219,314 1,471,262
ENST180006 Alligator Creek Watershed 4,661,592 4,661,592 (1,139,000) 3,522,592 510,214 126,053 2,886,325 16
ENST180010 Lower Spring Branch Improve 2,320,000 2,320,000 3,139,000 5,459,000 354,030 95,264 5,009,706 17
Sub-Total 41,743,463 41,743,463 - 41,743,463 14,653,030 3,381,701 23,708,732
Other Physical Environment
93422 Dredging of City Waterways 1,346,204 1,346,204 - 1,346,204 483,487 - 862,717
C2208 Coopers Point 1,400,000 1,400,000 - 1,400,000 - - 1,400,000
C2214 Public Works Complex 1,813,738 1,813,738 - 1,813,738 - - 1,813,738
ENGF180006 City-wide Docks and Seawall 2,636,739 2,636,739 - 2,636,739 1,794,552 - 842,188
ENGF180011 Environmental Assmt & Clean-up 1,209,664 1,209,664 - 1,209,664 130,746 10,471 1,068,447 ENGF180014 Seminole Boat Launch Improve 6,752,000 6,752,000 - 6,752,000 4,295,199 25,429 2,431,372
M2002 Environ Park Remediate & Protect 200,000 200,000 - 200,000 29,025 14,750 156,225
M2006 Right of Way Tree Mgt Prog 800,000 800,000 - 800,000 287,425 - 512,575
M2210 CW Municipal Cemetery Reno 600,000 600,000 - 600,000 141,700 49,437 408,863
Sub-Total 16,758,345 16,758,345 - 16,758,345 7,162,135 100,087 9,496,124
Road and Street Facilities
C2102 Fort Harrison Reconstruction 15,249,666 15,249,666 - 15,249,666 889,050 1,878,627 12,481,989
C2103 Downtown Streetscaping 17,601,407 17,601,407 - 17,601,407 10,988,237 5,422,321 1,190,850
C2105 Mercado - Downtown Gateway 927,795 927,795 - 927,795 927,795 - - C
ENGF200003 Memorial Causeway Bridge Lighting 200,000 200,000 - 200,000 - - 200,000
ENRD180002 Bridge Maintenance & Improve 9,896,497 9,896,497 - 9,896,497 3,975,075 907,881 5,013,541
ENRD180004 Streets and Sidewalks 25,777,514 25,777,514 8,915 25,786,429 17,150,252 984,776 7,651,401 18
ENRD180005 City-Wide Intersection Improve 4,522,907 4,522,907 - 4,522,907 1,199,475 19,591 3,303,841
ENRD180006 Traffic Signals 2,524,534 2,524,534 - 2,524,534 966,836 113,452 1,444,246
ENRD180007 Traffic Safety Infrastructure 1,407,155 1,407,155 22,031 1,429,186 920,241 161,094 347,851 19
G2213 ARPA Streets & Sidewalks 2,000,000 2,000,000 - 2,000,000 - - 2,000,000
Sub-Total 80,107,475 80,107,475 30,946 80,138,421 37,016,962 9,487,742 33,633,718
Airports
94817 Airpark Maintenance & Repair 364,245 364,245 364,245 312,057 - 52,188
G1901 Replace Hangar C 1,305,000 1,305,000 - 1,305,000 1,264,714 29,765 10,522
G2108 Security System Upgrade 228,000 228,000 - 228,000 175,678 - 52,322
G2306 Apron Relayment 250,000 250,000 1,750,000 2,000,000 - - 2,000,000 20
G2307 Aviation Operation Center - - 300,000 300,000 - - 300,000 21
Sub-Total 2,147,245 2,147,245 2,050,000 4,197,245 1,752,449 29,765 2,415,031
Water Transportation System
93415 Waterway Maintenance 900,000 900,000 - 900,000 703,705 49,630 146,665
Sub-Total 900,000 900,000 - 900,000 703,705 49,630 146,665
25
CAPITAL IMPROVEMENT PROGRAM
PROGRAM & STATUS SUMMARY
MID-YEAR: October 1, 2022 to March 31, 2023
Budget Amended Revised Project Open Available Amend
Description 10/1/23 Prev Qtr Amdmts Budget To Date Encumbrance Balance Status Ref
Actual Expenditures
Parking Facilities
ENPK180001 Parking Lot Resurfacing 808,476 808,476 - 808,476 61,304 - 747,172
ENPK180002 Parking Lot Improvements 2,418,802 1,718,802 (700,000) 1,018,802 731,062 - 287,740 22
ENPK180003 Parking Facilities 4,128,348 4,828,348 - 4,828,348 2,741,604 273,373 1,813,371
ENPK230001 Downtown Parking Garage 10,500,000 10,500,000 700,000 11,200,000 - 1,514,609 9,685,391 23
M2102 Seminole Boat Launch Maint 375,083 528,674 - 528,674 30,892 12,500 485,282
Sub-Total 18,230,709 18,384,301 - 18,384,301 3,564,863 1,800,482 13,018,956
Other Transportation
92842 City Wayfinding Project 2,050,000 2,050,000 - 2,050,000 1,063,589 789,815 196,596
ENGF180002 Downtown Intermodal 924,756 924,756 - 924,756 - - 924,756
ENGF180003 Miscellaneous Engineering 404,146 404,146 - 404,146 265,722 93,295 45,129
ENGF180004 Survey Equipment Replacement 40,288 40,288 - 40,288 - - 40,288
ENGF180013 Imagine Clearwater 84,661,322 84,661,322 - 84,661,322 61,725,385 22,595,912 340,025
Sub-Total 88,080,513 88,080,513 - 88,080,513 63,054,696 23,479,021 1,546,795
Libraries
93527 Books & Other Lib Materials 7,696,601 7,696,601 - 7,696,601 7,682,646 127 13,827
93530 Consolidated Eastside/SPC Libr 5,430,000 5,430,000 - 5,430,000 5,300,608 - 129,392
93532 Libr Maker Space Maint. & Up 282,560 282,560 - 282,560 226,185 367 56,008
93534 Library FF&E Repair & Replace 465,000 465,000 - 465,000 167,898 50 297,052
94861 Library Technology 1,550,000 1,550,000 - 1,550,000 1,321,171 - 228,829
C2211 Main Library Renovation 1,350,000 1,350,000 - 1,350,000 - - 1,350,000
Sub-Total 16,774,161 16,774,161 - 16,774,161 14,698,508 545 2,075,108
Parks & Recreation93133Park Land Acquisition 1,977,351 1,977,351 - 1,977,351 1,968,186 3,200 5,965 93272 Bicycle Paths-Bridges 5,620,232 5,620,232 - 5,620,232 4,270,434 47,377 1,302,421
93602 Sp Events Equip Rep & Rplcmnt 410,000 410,000 - 410,000 323,389 - 86,611
93618 Miscellaneous Park & Rec Contract 1,185,000 1,185,000 - 1,185,000 599,852 308,236 276,912
93646 Rest Rm Expan-Barefoot Bch House 520,950 520,950 - 520,950 518,374 750 1,826
93667 Del Oro Park Renovations 2,686,000 2,686,000 - 2,686,000 2,431,306 240,062 14,632
C1904 Ruth Eckerd Hall 8,500,000 8,500,000 - 8,500,000 7,000,000 - 1,500,000
C2002 Ed Wright/Norton Park Renovations 839,110 855,272 - 855,272 - - 855,272
C2202 Long Center Major Reno 7,000,000 7,000,000 - 7,000,000 79,392 - 6,920,608
C2209 Neighborhood Park Renovations 400,000 400,000 - 400,000 - - 400,000
G2218 ARPA State Street Park Impv 700,000 700,000 - 700,000 - - 700,000
L1901 P&R Vehicle and Equip Additions 546,210 546,210 - 546,210 520,438 - 25,772 M2206 Parks & Beautification R&R 1,925,690 2,004,890 - 2,004,890 484,677 267,805 1,252,409
ENGF180007 Phillip Jones Park Renovations 224,726 224,726 - 224,726 64,044 54 160,628
Sub-Total 32,535,269 32,630,631 - 32,630,631 18,260,091 867,484 13,503,057
Cultural Services
A1901 Miscellaneous Minor Public Art 227,079 227,079 - 227,079 107,133 17,700 102,246
A2201 Cultural Arts Plan 85,000 85,000 - 85,000 15,085 - 69,915
Sub-Total 312,079 312,079 - 312,079 122,218 17,700 172,160
26
CAPITAL IMPROVEMENT PROGRAM
PROGRAM & STATUS SUMMARY
MID-YEAR: October 1, 2022 to March 31, 2023
Budget Amended Revised Project Open Available Amend
Description 10/1/23 Prev Qtr Amdmts Budget To Date Encumbrance Balance Status Ref
Actual Expenditures
Special Recreation Facilities
93410 Clwr Harbor Marina Maint R&R 447,500 447,500 - 447,500 377,502 - 69,998
93420 Fuel System R & R 272,752 272,752 - 272,752 164,764 - 107,987
93499 Pier 60/Sailing Center Maint 471,952 471,952 - 471,952 374,015 - 97,937
93642 Phillip-Jones Restroom/Concess 456,944 449,932 - 449,932 449,932 - (0) C
93650 Crest Lake Park Improvement 7,709,222 7,709,222 - 7,709,222 7,709,222 - - C
C1905 Beach Marina Upgrade 15,992,258 15,992,258 - 15,992,258 687,868 927,095 14,377,296
C1906 Clw Harbor Marina Repl & Up 2,795,695 2,795,695 - 2,795,695 1,194,576 1,488,970 112,149
C2001 Athletic Flds & Fac Reno/Improve 8,500,000 8,500,000 - 8,500,000 - - 8,500,000
C2204 Soccer Reno EC Moore 100,000 100,000 - 100,000 - - 100,000
C2205 Enterprise Dog Park 260,000 250,849 - 250,849 250,849 - - C
C2210 Sailing Center Dock Replacement 732,852 732,852 - 732,852 594,320 133,902 4,630
C2213 Athletic Field Shade Structures 700,000 770,000 - 770,000 722,595 - 47,406
M1902 Marine Fac Maint Dock R&R 614,970 614,970 - 614,970 444,690 22,990 147,290
M2204 Carpenter & BayCare R&R 2,404,483 2,404,483 - 2,404,483 1,127,419 94,029 1,183,035
M2205 Recreation Center R&R 1,218,101 1,218,101 - 1,218,101 195,731 170,059 852,311
M2207 Athletic Field R&R 1,367,568 1,367,568 - 1,367,568 145,426 1,876 1,220,265
M2208 Beach Walk/Pier 60 Park R&R 1,498,735 1,498,735 - 1,498,735 709,943 707,193 81,599
Sub-Total 45,543,031 45,596,868 - 45,596,868 15,148,852 3,546,114 26,901,902
TOTAL ALL PROJECTS 1,131,354,643 1,135,028,924 1,087,961 1,136,116,886 690,772,110 117,972,180 327,372,596
27
Increase/
Amdmt Program (Decrease)Intrafund Net BudgetNumberNumberAmountTransfer Amount Description Amendment
Public Safety Programs
Foreclosure Registry - Nuisance Abatement
1 98609 3,400
To record a budget increase of $3,400.00 which represents
foreclosure registry fees collected to date to bring the budget
in line with actual receipts.3,400
Police Extra Duty
2 99215 343,167
To record a budget increase of $343,167.00 in police service
revenue to bring the budget in line with actual receipts.343,167
Police Education Fund
3 99317 7,194
To record a budget increase of $7,193.50 in police education
fine revenue which will bring the budget in line with actual
receipts.7,194
Investigative Costs Recovery
4 99329 36,614
To record a budget increase of $36,613.80 in fines,forfeitures
and penalties revenue to bring the budget in line with actual
receipts. 36,614
Florida Contraband Forfeiture Fund
5 99330 32,819
To record a budget increase of $32,819.00 in fines,forfeitures
and penalties revenue which will bring the budget in line with
actual receipts.32,819
Vehicle Replacement Fund
6 99350 35,879
To record a budget increase representing a transfer of
$35,879.00 from 99215,Police Extra Duty.This represents
revenue collected for vehicle usage on extra duty jobs.35,879
Crime Prevention Program
7 99364 1,250
To record a budget increase of $1,250.00 in donation
revenues. This will bring the budget in line with actual receipts.1,250
Federal Forfeiture Sharing
8 99387 54,419
To record an increase of $54,418.90 in grant revenues from
the US Department of Justice which will bring the budget in
line with actual receipts.54,419
Mental Health Co-Responder Team
9 P2101 4,500
To record a budget increase of $4,500 of General Fund
revenues transferred from the Police Department as approved
by the Council on April 20, 2023.4,500
Special Program Fund
Mid-Year Amendments
FY 2022/23
28
Increase/
Amdmt Program (Decrease)Intrafund Net BudgetNumberNumberAmountTransfer Amount Description Amendment
Special Program Fund
Mid-Year Amendments
FY 2022/23
Public Safety Programs (continued)
DEA Overtime Reimbursement
10 P2201 15,000
To record a budget increase of $15,000.00 in reimbursement
revenue from the Drug Enforcement Agency (DEA)to account
for special duty assignments.15,000
FBI Overtime Reimbursement
11 P2203 15,000
To record a budget increase of $15,000.00 in reimbursement
revenue from the Federal Bureau of Investigation (FBI)to
account for special duty assignments.15,000
Secret Service Overtime Reimbursement
12 P2204 15,000
To record a budget increase of $15,000.00 in reimbursement
revenue from the US Secret Services Agency to account for
special duty assignments.15,000
The Sound Acoustic Study - NEW PROGRAM
13 P2301 168,500
To establish the program and record a transfer from General
Fund revenues of $168,500.00 as approved by Council on May
18, 2023.168,500
Public Safety Program
Totals:732,741 - 732,741
Physical Environment Programs
Tree Replacement Program
14 99970 8,472
To record a budget increase of $8,472.00 in fines,forfeiture
and penalties revenue to bring the budget in line with actual
receipts.8,472
Physical Environment Program
Totals:8,472 - 8,472
29
Increase/
Amdmt Program (Decrease)Intrafund Net BudgetNumberNumberAmountTransfer Amount Description Amendment
Special Program Fund
Mid-Year Amendments
FY 2022/23
Culture and Recreation Programs
Library - Machan Estate - NEW PROGRAM
15 C2303 1,176,297
To establish the program and record a budget increase of
$1,176,297.43 in donation revenues received from the Machan
Estate.1,176,297
Clearwater for Youth Grants
16 G1907 8,232
To record a budget increase of $8,231.84 in donation revenue
for youth programs at North Greenwood which will bring the
budget in line with actual receipts.8,232
Special Events
17 PRSE190001 33,993
To record budget increase of $24,392.00 in reimbursement
revenue and $9,600.96 in sales revenue to bring the budget in
line with actual receipts.33,993
Special Events @ Coachman Park - NEW PROGRAM
18 PRSE230001 610,620
To establish the program and record transfers of General Fund
revenues of $482,000.00 for grand opening events approved
by Council on March 16,2023 and $128,620.00 for public
safety costs at grand opening events approved by Council on
May 4, 2023.610,620
Culture and Recreation Program
Total:1,829,142 - 1,829,142
2,570,355 - 2,570,355
Intrafund/Interfund Transfers
Police Extra Duty
99215 35,879
To record a transfer of $35,879.00 to 99350,Vehicle
Replacement,representing revenue collected for vehicle usage
on extra duty jobs.
Total Interfund Transfers:35,879
Total Budget
Increase/(Decrease):
30
SPECIAL PROGRAM STATUS SUMMARY
MID YEAR REVIEW: October 1, 2022 to March 31, 2023
Actual Expenditures
Budget Amended Revised Project Open Available Amend
Description Budget Prev Qtr Amdmt Budget To Date Encumbr Balance Status Ref
GENERAL GOVERNMENT PROGRAMS
99857 Stimulus - Elctrnc Plan Submittal & Rev 289,000 289,000 - 289,000 149,927 - 139,073
99928 Nagano Sister City Program 378,899 378,899 - 378,899 206,337 - 172,561
M1913 Lien Foreclosure Program 850,984 1,169,784 - 1,169,784 516,683 - 653,101
M2101 Planning Studies Fund 1,025,000 1,025,000 - 1,025,000 380,383 42,542 602,075
Sub-Total 2,543,883 2,862,683 - 2,862,683 1,253,331 42,542 1,566,811
PUBLIC SAFETY PROGRAMS
98609 Foreclosure Registry-Nuisance Abtmnt 170,800 177,200 3,400 180,600 22,163 - 158,438 1
98610 Hurricane Irma 3,918,686 3,918,686 - 3,918,686 2,706,118 - 1,212,567
99215 Police Extra Duty 6,161,622 6,851,237 343,167 7,194,404 7,132,675 2,674 59,056 2
99279 Police Recruitments 261,010 261,010 - 261,010 103,352 - 157,658
99281 Fed Forfeitures - Treasury 195,885 196,485 - 196,485 120,171 40,408 35,906
99316 Police Volunteers 168,519 183,519 - 183,519 148,210 - 35,308
99317 Police Education Fund 1,445,364 1,456,095 7,194 1,463,289 1,304,567 - 158,721 3
99329 Investigative Recovery Costs 2,939,457 2,989,144 36,614 3,025,757 2,759,093 14,410 252,254 4
99330 FL Contraband Forfeiture Fund 1,158,234 1,249,539 32,819 1,282,358 1,181,028 - 101,330 5
99350 Vehicle Replacement Fund 771,971 823,769 35,879 859,648 528,097 - 331,551 6
99356 Safe Neighborhood Program 1,441,203 1,461,203 - 1,461,203 1,398,788 - 62,414
99364 Crime Prevention Program 241,674 245,774 1,250 247,024 236,091 7,500 3,434 7
99387 Federal Forfeiture Sharing 2,504,602 2,527,585 54,419 2,582,003 2,106,139 - 475,865 8
99927 Emergency Operations 4,328,870 4,328,870 - 4,328,870 3,266,670 - 1,062,200
99982 EMS Incentive/Recognition 69,700 69,700 - 69,700 41,088 - 28,612
D2001 COVID-19 Prep & Response 1,981,240 1,981,240 - 1,981,240 649,074 - 1,332,166
G2110 Pedestrian/Bicycle Safety Grant 2022 46,455 46,455 - 46,455 42,537 - 3,918
G2208 Pedestrian/Bicycle Safety Grant 2023 - 21,836 - 21,836 16,323 - 5,514
P1801 School Resource Officers 2,266,427 2,922,016 - 2,922,016 2,544,890 - 377,126
P2002 Police Body Worn Camera Program 882,922 882,922 - 882,922 812,924 225 69,773
P2101 Mental Health Co-Responder Team 393,800 393,800 4,500 398,300 287,525 - 110,775 9
P2201 DEA OT Reimbursement Program 20,000 20,000 15,000 35,000 32,435 - 2,565 10
P2202 ESST OT Reimbursement Program 2,000 2,000 - 2,000 1,353 - 647
P2203 FBI OT Reimbursement Program 20,000 20,000 15,000 35,000 30,392 - 4,608 11
P2204 Secret Service OT Reimb Program 20,000 20,000 15,000 35,000 29,380 - 5,620 12
P2301 The Sound Acoustic Study - - 168,500 168,500 - - 168,500 13
Sub-Total 31,410,441 33,050,084 732,741 33,782,825 27,501,083 65,218 6,216,525
PHYSICAL ENVIRONMENT PROGRAMS
99970 Tree Replacement Program 1,996,074 2,026,602 8,472 2,035,074 1,034,508 21,925 978,641 14
Sub-Total 1,996,074 2,026,602 8,472 2,035,074 1,034,508 21,925 978,641
ECONOMIC ENVIRONMENT PROGRAMS
99802 Brownfield Revolving Loan 1,216,732 1,216,732 - 1,216,732 420,381 - 796,351
99846 Economic Development - QTI 166,879 166,879 - 166,879 71,591 - 95,288
G2010 CDBG-CV Fund 1,549,338 1,549,338 - 1,549,338 405,837 493,558 649,943
G2011 Back to Business Grant Program 3,550,000 3,550,000 - 3,550,000 1,427,498 2,122,502
G2101 Public Facilities 2021 690,825 690,825 - 690,825 564,503 - 126,322
M2009 Afford Housing & Comm Development 290,853 290,853 - 290,853 16,913 - 273,940
M2105 ED Strategic Plan 153,896 153,896 - 153,896 - - 153,896
G2201 Public Facilities 2022 670,471 670,471 - 670,471 470,627 92,267 107,577
G2202 Economic Development 2022 110,246 110,246 - 110,246 72,603 608 37,036
G2203 Program Administration 2022 211,771 211,771 - 211,771 184,525 1,525 25,721
G2205 Public Services 2022 233,512 233,512 - 233,512 192,825 - 40,687
G2207 Brownfield MAC Grant - 300,000 - 300,000 10,679 68,207 221,114
G2209 Duke Energy ED Grant 25,000 25,000 - 25,000 22,200 - 2,800
31
SPECIAL PROGRAM STATUS SUMMARY
MID YEAR REVIEW: October 1, 2022 to March 31, 2023
Actual Expenditures
Budget Amended Revised Project Open Available Amend
Description Budget Prev Qtr Amdmt Budget To Date Encumbr Balance Status Ref
- -
ECONOMIC ENVIRONMENT PROGRAMS (CONTINUED)- -
G2210 ARPA North Greenwood CRA 5,000,000 5,000,000 - 5,000,000 - - 5,000,000
G2212 ARPA Affordable Housing 3,300,000 3,300,000 - 3,300,000 141,306 - 3,158,694
G2219 ARPA Business Incubator 250,000 250,000 - 250,000 - - 250,000
G2301 Public Facilities 2023 636,582 636,582 - 636,582 3,300 353,107 280,175
G2302 Economic Development 2023 460,575 460,575 - 460,575 3,400 96,600 360,575
G2303 Program Administration 2023 179,495 179,495 - 179,495 2,166 31,597 145,733
G2304 Infill Housing 2023 135,000 135,000 - 135,000 - - 135,000
G2305 Public Services 2023 134,621 134,621 - 134,621 33,845 70,776 30,000
Sub-Total 18,965,797 19,265,797 - 19,265,797 4,044,198 1,208,244 14,013,355
HUMAN SERVICES PROGRAMS
98601 Next Steps to Better Nutrition 9,000 9,000 - 9,000 6,671 - 2,329
98607 Senior Citizens Services - Trips 14,000 14,000 - 14,000 13,960 - 40
99562 HUD Special Education 30,000 30,000 - 30,000 27,600 - 2,400
99844 United Way 18,080 18,080 - 18,080 12,431 - 5,649
99869 Health Prevention Program 190,269 190,269 - 190,269 180,134 - 10,135
G2107 JWB Youth Programming 1,196,323 1,665,220 - 1,665,220 1,012,870 - 652,350
G2215 ARPA Pinellas Community Foundation 1,000,000 1,000,000 - 1,000,000 112,748 887,252 -
G2216 ARPA Non-profit Grants 1,000,000 1,000,000 - 1,000,000 - - 1,000,000
G2217 ARPA Education Grants & Partnerships 750,000 750,000 - 750,000 - - 750,000
M2209 Opioid Settlement Funds - 135,281 - 135,281 - - 135,281
Sub-Total 4,207,672 4,811,850 - 4,811,850 1,366,414 887,252 2,558,185
CULTURE AND RECREATION PROGRAMS
98608 Clark-Turner Trust (Library)106,077 106,077 - 106,077 - 106,077
99910 Library Special Account 910,161 940,394 - 940,394 903,656 - 36,738
C2303 Library - Machan Estate - - 1,176,297 1,176,297 - - 1,176,297 15
G1907 Clearwater for Youth Grants 70,095 70,095 8,232 78,327 42,989 - 35,338 16
PRSE190001Special Events 2,899,058 3,014,258 33,993 3,048,251 2,899,044 - 149,206 17
PRSE230001Special Events @ Coachman Park - - 610,620 610,620 - - 610,620 18
Sub-Total 3,985,391 4,130,824 1,829,142 5,959,966 3,845,690 - 2,114,276
TOTAL ALL PROJECTS 63,109,258 66,147,840 2,570,355 68,718,196 39,045,224 2,225,179 27,447,793
32
City of Clearwater
SPECIAL DEVELOPMENT FUND
Mid-Year
FY 2022/23
Increase/
(Decrease)Description
Revenues
Allocation of Assigned Fund Balance -
No Amendments are proposed to Special
Development Fund revenues at mid-year.
-$ Net Revenue Amendments
Expenditures
Transfer to Capital Improvement Fund -
No Amendments are proposed to Special
Development Fund expenditures at mid-year.
-$ Net Expenditure Amendments
33
SPECIAL REVENUE FUNDS
Mid-Year: October 1, 2022 - March 31, 2023
Original First Quarter Mid Year
Budget Amended Budget Amended Budget
2022/23 2022/23 2022/23 Amendments
Revenues:
Ad Valorem Taxes 4,050,410 4,050,410 4,050,410 -
Infrastructure Tax 16,441,000 16,441,000 16,441,000 -
Interest Earnings 450,000 450,000 450,000 -
Multi-Modal Impact Fees 140,000 140,000 140,000 -
Local Option Gas Tax 1,327,150 1,327,150 1,327,150 -
Allocation of Assigned Fund Balance 6,507,630 6,586,830 6,586,830 -
28,916,190 28,995,390 28,995,390 -
Expenditures:
Transfer to Capital Improvement Fund
Road Millage 4,050,410 4,050,410 4,050,410 -
Infrastructure Tax 22,948,630 22,948,630 22,948,630 -
Recreation Facility Impact Fees - 79,200 79,200 -
Multi-Modal Impact fees 140,000 140,000 140,000 -
Local Option Gas Tax 1,327,150 1,327,150 1,327,150 -
28,466,190 28,545,390 28,545,390 -
Revenues:
CDBG/Home Funds 897,475 897,475 897,475 -
Interest Earnings 125,000 133,091 133,091 -
Intergovernmental Revenue - 1,267,147 1,366,566 99,419
Charges for Service Revenue - 696,016 1,042,583 346,567
Judgments, Fines and Forfeit Revenue - 498,680 583,779 85,098
Miscellaneous Revenue - 169,614 1,389,387 1,219,772
Transfers from General Fund:- - 779,120 779,120
Sister City Program 37,380 37,380 37,380 -
Planning Study Fund 275,000 275,000 275,000 -
United Way Campaign Fund 1,500 1,500 1,500 -
Special Events 70,000 185,200 185,200 -
Police Recruitments 30,000 30,000 30,000 -
Police Mental Health Co-Responder T 143,200 143,200 147,700 4,500
Transfers from Special Programs - 283,834 319,713 35,879
1,579,555 4,618,138 7,188,493 2,570,355
SPECIAL PROGRAM FUND
SPECIAL DEVELOPMENT FUND
34
SPECIAL REVENUE FUNDS
Mid-Year: October 1, 2022 - March 31, 2023
Original First Quarter Mid Year
Budget Amended Budget Amended Budget
2022/23 2022/23 2022/23 Amendments
Expenditures:
General Government 312,380 631,180 631,180 -
Public Safety 173,200 1,812,843 2,545,585 732,741
Physical Environment - 30,528 39,000 8,472
Economic Environment 498,117 798,117 798,117 -
Human Services 1,500 605,678 605,678 -
Culture and Recreation 70,000 215,433 2,044,575 1,829,142
Interfund Transfers 399,358 399,358 399,358 -
Transfer to Capital Fund 50,000 50,000 50,000 - 1,504,555 4,543,138 7,113,493 2,570,355
Revenues:
HOME Investment Partnerships 509,528 509,528 509,528 -
State Housing Initiatives Partnerships 781,532 781,532 781,532 -
Total - HOME/SHIP Funds 1,291,060 1,291,060 1,291,060 -
Expenditures:
Economic Environment 988,161 988,161 988,161
Interfund Transfers 302,899 302,899 302,899
Total - HOME/SHIP Programs 1,291,060 1,291,060 1,291,060 -
OTHER HOUSING ASSISTANCE FUNDS
SPECIAL PROGRAM FUND (continued)
35
ADMINISTRATIVE CHANGE ORDERS
Mid - Year Review
FY 2022/23
36
In accordance with City of Clearwater Code Section 2.554(6), the City Manager may approve and execute
change orders without City Council approval within certain limitations.
The following change orders have been administratively approved since the last report to the Council based
on the code specified criteria:
1. The city manager may increase any contract up to a total award of one hundred thousand
dollars ($100,000.00).
2. The city manager may approve any increase of contract up to a maximum of ten percent
(10%) over the most recent award of the city council.
3. No contract price increase shall be approved unless sufficient funds are available for such
purpose.
4. Contract price decreases may be approved without limitation.
5. The time for completion may be extended up to ninety (90) days, in any one change or
cumulatively for the same project, beyond the most recent city council approved
completion time.
*****
There were no change orders at mid-year that meet the guidelines above.
Ordinance #9687-23 37
ORDINANCE NO. 9687-23 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE OPERATING BUDGET FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2023 TO REFLECT INCREASES AND DECREASES IN REVENUES AND
EXPENDITURES FOR THE GENERAL FUND, SPECIAL PROGRAM FUND, SOLID WASTE & RECYCLING FUND, AND AIRPARK FUND AS PROVIDED HEREIN; PROVIDING AN EFFECTIVE DATE.
WHEREAS, the budget for the fiscal year ending September 30, 2023, for operating purposes, including debt service, was adopted by Ordinance No. 9615-22; and WHEREAS, at the mid-year review it was found that an increase of $3,716,475 is
necessary for revenues and an increase of $4,116,475 is necessary for expenditures; and WHEREAS, a summary of the amended revenues and expenditures is attached hereto and marked Exhibit A; and
WHEREAS, Section 2.519 of the Clearwater Code authorizes the City Council to provide for the expenditure of money for proper purposes not contained in the budget as originally adopted due to unforeseen circumstances or emergencies arising during the fiscal
year; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA:
Section 1. Section 1 of Ordinance No. 9615-22 is amended to read: Pursuant to the Amended City Manager's Annual Report and estimate for the fiscal year beginning October 1, 2022 and ending September 30, 2023 a copy, of which is on file with the City Clerk, the City Council hereby adopts an
amended budget for the operation of the City, a copy of which is attached hereto as Exhibit A. Section 2. This ordinance shall take effect immediately upon adoption.
PASSED ON FIRST READING _________________________ PASSED ON SECOND AND FINAL _________________________ READING AND ADOPTED
_______________________________ Brian J. Aungst Sr., Mayor
Approved as to form: Attest:
_______________________________ ________________________________ David Margolis, City Attorney Rosemarie Call, City Clerk
EXHIBIT A EXHIBIT A
2022-23 BUDGET REVENUE 2022-23 BUDGET REVENUE
First
Quarter Mid-Year
Budgeted Amended Amended
Revenues Budget Budget
2022/23 2022/23 2022/23 Amendments
General Fund:
Ad Valorem Taxes 80,964,710 80,964,710 80,964,710 -
Utility Taxes 17,890,000 17,890,000 17,890,000 -
Local Option, Fuel & Other Taxes 6,430,000 6,430,000 6,430,000 -
Franchise Fees 11,000,000 11,000,000 11,000,000 -
Other Permits & Fees 3,908,500 3,908,500 3,908,500 -
Intergovernmental Revenues 28,768,720 28,768,720 28,768,720
Charges for Services 17,218,270 17,218,270 17,218,270 -
Judgments, Fines & Forfeitures 1,439,000 1,439,000 1,439,000 -
Miscellaneous Revenues 3,512,758 3,512,758 3,512,758 -
Transfers In 12,497,802 12,497,802 12,497,802 -
Transfer (to) from Reserves - 10,870 789,990 779,120
Total, General Fund 183,629,760 183,640,630 184,419,750 779,120
Special Revenue Funds:
Special Development Fund 28,916,190 28,995,390 28,995,390 -
Special Program Fund 1,579,555 4,618,138 7,188,493 2,570,355
Local Housing Asst Trust Fund 1,291,060 1,291,060 1,291,060 -
Utility & Other Enterprise Funds:
Water & Sewer Fund 106,880,100 106,880,100 106,880,100 -
Stormwater Utility Fund 17,714,840 17,714,840 17,714,840 -
Solid Waste & Recycling Fund 30,381,600 30,381,600 30,381,600 -
Gas Fund 59,832,340 59,832,340 59,832,340 -
Airpark Fund 406,990 406,990 773,990 367,000
Marine Fund 7,038,640 7,038,640 7,038,640 -
Clearwater Harbor Marina 1,003,610 1,003,610 1,003,610 -
Parking Fund 18,867,130 18,867,130 18,867,130 -
Internal Service Funds:
Administrative Services Fund 16,150,270 16,150,270 16,150,270 -
General Services Fund 6,498,650 6,498,650 6,498,650 -
Garage Fund 19,533,130 19,533,130 19,533,130 -
Central Insurance Fund 35,753,700 35,753,700 35,753,700 -
Total, All Funds 535,477,565 538,606,218 542,322,693 3,716,475
38 Ordinance #9687-23
EXHIBIT A (Continued) EXHIBIT A (Continued)
2022-23 BUDGET EXPENDITURES 2022-23 BUDGET EXPENDITURES
First
Quarter Mid-Year
Original Amended Amended
Budget Budget Budget
2022/23 2022/23 2022/23 Amendments
General Fund:
City Council 459,136 525,486 533,486 8,000
City Manager's Office 1,032,745 1,032,745 1,032,745 -
City Attorney's Office 2,549,409 2,560,279 2,560,279 -
City Audit 372,930 372,930 372,930 -
City Clerk 1,274,878 1,274,878 1,274,878 -
CRA Administration 691,422 691,422 691,422 -
Economic Development & Housing 2,019,501 1,954,501 1,954,501 -
Finance 2,938,832 2,938,832 2,938,832 -
Fire 33,798,143 33,798,143 33,798,143 -
Human Resources 2,233,506 2,233,506 2,233,506 -
Library 9,445,675 9,445,675 9,445,675 -
Non-Departmental 11,763,576 11,697,226 12,476,346 779,120
Office of Innovation 899,534 899,534 891,534 (8,000)
Parks & Recreation 38,162,462 39,337,937 39,337,937 -
Planning & Development 7,605,355 7,605,355 7,605,355 -
Police 53,505,918 53,505,918 53,505,918 -
Public Communications 1,573,275 1,573,275 1,573,275 -
Public Utilities 412,520 412,520 412,520 -
Public Works 12,890,943 11,780,468 11,780,468 -
Total, General Fund 183,629,760 183,640,630 184,419,750 779,120
Special Revenue Funds:
Special Development Fund 28,466,190 28,545,390 28,545,390 -
Special Program Fund 1,504,555 4,543,138 7,113,493 2,570,355
Local Housing Asst Trust Fund 1,291,060 1,291,060 1,291,060 -
Utility & Other Enterprise Funds:
Water & Sewer Fund 100,828,010 100,828,010 100,828,010 -
Stormwater Utility Fund 16,791,710 16,791,710 16,791,710 -
Solid Waste & Recycling Fund 28,437,980 28,737,980 29,137,980 400,000
Gas Fund 59,832,340 59,832,340 59,832,340 -
Airpark Fund 406,990 406,990 773,990 367,000
Marine Fund 7,038,640 7,038,640 7,038,640 -
Clearwater Harbor Marina 1,003,610 1,003,610 1,003,610 -
Parking Fund 18,867,130 18,867,130 18,867,130 -
Internal Service Funds:
Administrative Services Fund 16,069,230 16,069,230 16,069,230 -
General Services Fund 6,462,980 6,462,980 6,462,980 -
Garage Fund 19,470,400 19,470,400 19,470,400 -
Central Insurance Fund 35,752,330 35,752,330 35,752,330 -
Total, All Funds 525,852,915 529,281,568 533,398,043 4,116,475
39 Ordinance #9687-23
40 Ordinance #9688-23
ORDINANCE NO. 9688-23 AN ORDINANCE OF THE CITY OF CLEARWATER,
FLORIDA, AMENDING THE CAPITAL IMPROVEMENT
BUDGET FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2023, TO REFLECT AN INCREASE OF $1,087,961 PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Capital Improvement Budget for the fiscal year ending
September 30, 2023 was adopted by Ordinance No. 9616-22; and WHEREAS, Section 2.519 of the Clearwater Code authorizes the City Council to provide for the expenditure of money for proper purposes not contained in the budget as
originally adopted due to unforeseen circumstances or emergencies arising during the
fiscal year; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA;
Section 1. Section 1 of Ordinance No. 9616-22 is amended to read: Pursuant to the Mid-Year Amended Capital Improvement Program Report and estimated budget for the fiscal year beginning October 1, 2022,
and ending September 30, 2023, a copy of which is on file with the City
Clerk, the City Council hereby adopts a Mid-Year Amended budget for the capital improvement fund for the City of Clearwater, a copy of which is attached hereto as Exhibit A.
Section 2. This ordinance shall take effect immediately upon adoption.
PASSED ON FIRST READING _____________________ PASSED ON SECOND AND FINAL _____________________ READING AND ADOPTED
___________________________
Brian J. Aungst Sr., Mayor Approved as to form: Attest:
______________________________ ____________________________ David Margolis, City Attorney Rosemarie Call, City Clerk
First Qtr.Mid-Year
Original Amended Amended
Budget Budget Budget
2022/23 2022/23 2022/23 Amendments
Other General Government 22,981,700 22,972,902 23,112,902 140,000
Police Protection 305,000 305,000 305,000 -
Fire Protection 1,044,250 1,001,616 1,001,616 -
Fire Rescue Services 538,000 580,634 580,634 -
Gas Utility Services 13,625,000 13,775,913 13,803,831 27,918
Solid Waste Services 450,000 265,000 239,646 (25,354)
Water-Sewer Services 30,500,040 33,914,415 32,778,867 (1,135,548) Flood Protection/Stormwater Mgmt 6,958,010 6,958,010 6,958,010 - Other Physical Environment 570,000 570,000 570,000 -
Road and Street Facilities 10,451,650 10,451,650 10,482,596 30,946
Airports 275,000 275,000 2,325,000 2,050,000
Water Transportation Systems 150,000 150,000 150,000 -
Parking Facilities 11,179,000 11,332,591 11,332,591 -
Other Transportation 56,500 56,500 56,500 -
Libraries 735,000 735,000 735,000 -
Parks & Recreation 4,065,000 4,160,363 4,160,363 - Cultural Services 40,000 40,000 40,000 - Special Recreation Facilities 21,338,030 21,391,867 21,391,867 -
TOTAL PROJECT EXPENDITURES 125,262,180 128,936,461 130,024,423 1,087,961
GENERAL SOURCES:
General Operating Revenue 14,819,980 14,819,980 14,819,980 -
Penny for Pinellas 22,948,630 22,948,630 22,948,630 -
Road Millage 4,050,410 4,050,410 4,050,410 -
Local Option Gas Tax 1,327,150 1,327,150 1,327,150 -
Grants 200,000 662,000 1,166,452 504,452 County Fire Reimbursements 340,170 340,170 340,170 - Other Governmental - 2,952,375 2,952,375 -
Special Program Fund 50,000 50,000 50,000 -
Multi-Modal Impact Fee 140,000 140,000 140,000 -
Recreation Facility Impact Fee - 79,200 79,200 -
Donations - 70,000 70,000 -
Other - 21,156 21,156 -
Reimbursements - - 170,946 170,946
EXHIBIT A
CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEAR 2022/23
41 Ordinance # 9688-23
First Qtr.Mid-Year
Original Amended Amended
Budget Budget Budget
2022/23 2022/23 2022/23 Amendments
EXHIBIT A
CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEAR 2022/23
SELF SUPPORTING FUNDS: Parking Revenue 11,295,000 11,448,591 11,448,591 -
Marine Revenue 1,400,000 1,400,000 1,400,000 -
Clearwater Harbor Marina Revenue 175,000 175,000 175,000 -
Airpark Revenue 75,000 75,000 485,000 410,000
Water Revenue 10,606,750 10,606,750 10,606,750 -
Sewer Revenue 11,691,790 11,691,790 11,691,790 -
Utility R&R 12,225,590 12,225,590 12,225,590 Water Impact Fees 160,000 160,000 160,000 - Sewer Impact Fees 50,000 50,000 50,000 -
Stormwater Utility Revenue 6,958,010 6,958,010 6,958,010 -
Gas Revenue 13,625,000 13,775,913 13,803,831 27,918
Solid Waste Revenue 450,000 450,000 450,000 -
INTERNAL SERVICE FUNDS:
Garage Revenue 260,000 260,000 260,000 - Administrative Services Revenue 1,900,000 1,900,000 1,900,000 - General Services Revenue 100,000 100,000 100,000 -
Central Insurance Revenue 172,000 172,000 172,000 -
-
BORROWING - GENERAL SOURCES:
Lease Purchase - General Fund - - - -
BORROWING - SELF SUPPORTING FUNDS: Lease Purchase - Solid Waste/Recycling - (185,000) (210,354) (25,354)
BORROWING - INTERNAL SERVICE FUNDS:
Lease Purchase - Garage 9,791,700 9,761,746 9,761,746 -
Lease Purchase - Administrative Services 450,000 450,000 450,000 -
TOTAL ALL FUNDING SOURCES:125,262,180 128,936,461 130,024,423 1,087,961
42 Ordinance # 9688-23
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: 9688-23 2nd rdg
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: OrdinanceIn Control: City Attorney
Agenda Number: 14.7
SUBJECT/RECOMMENDATION:
Adopt Ordinance 9688-23 on second reading, amending the Capital Improvement Budget for
the fiscal year ending September 30, 2023, to reflect an increase of $1,087,961.
SUMMARY:
APPROPRIATION CODE AND AMOUNT:
USE OF RESERVE FUNDS:
Page 1 City of Clearwater Printed on 7/10/2023
Mid-Year Budget Review
Fiscal Year 2022-23
Memorandum
TO: Mayor and City Council
FROM: Jennifer Poirrier, City Manager
COPIES: Michael Delk, Assistant City Manager
SUBJECT: Mid-year budget review - amended City Manager's annual budget report
DATE: May 24, 2023
Attached is the mid-year budget review in accordance with the City Code of Ordinances.
This report is based on the six months of activity in the current fiscal year (October 2022 through March
2023). Contained within are comments on major variances and documentation of all proposed
amendments.
Significant Fund amendments are outlined below:
General Fund
General Fund revenue and expenditure amendments reflect a net increase of $779,120.
The General Fund expenditure increase at mid-year represents Council approved appropriations of General
Fund reserves which total $779,120. Amendments include $610,620 to fund grand opening events at
Coachman Park, and $168,500 to fund The Sound acoustic study.
General Fund Reserves – In order to ensure adequate reserves, the City Council’s policy reflects that General
Fund unappropriated fund reserves of 8.5% of the City’s budgeted General Fund expenditures must be
maintained as a reserve to guard against future emergencies.
Estimated General Fund reserves at mid-year are approximately $57.2 million, or 31.1% of the current
year’s General Fund expenditure budget, exceeding our minimum reserve requirement by $41.6 million.
Significant amendments to other city operating funds are noted as follows:
Solid Waste and Recycling Fund
Amendments to Solid Waste and Recycling Fund expenditures reflect the council approved increase of
$400,000 to provide for increased single stream recycling costs. Budgeted revenues are sufficient to cover
this increase.
Mid-Year Budget Review
Fiscal Year 2022-23
Airpark Fund
Amendments to Airpark Fund expenditure reflect the council approved increase of $367,000. This
represents agreements with Florida Department of Transportation (FDOT) to fund the purchase of a golf
cart and project funding for paving at the Airpark. Amendments to Airpark revenues are amended to
allocate reserves for required cash match.
Capital Improvement Program
Mid-year amendments to the capital improvement program reflect a net increase of $1,087,961.
Amendments previously approved by Council include an increase of $140,000 in insurance reimbursement
revenues in the Garage – Off Cycle Replacement project; an increase of $1,750,000 in grant revenues from
FDOT and Airpark revenues in the Apron Relayment project; and an increase of $300,000 in grant revenues
from FDOT and reimbursement revenues in the Aviation Operations Center project.
Project activity not previously approved by the Council is summarized on page 18. Significant amendments
include a decrease in lease purchase revenue of $25,354 in the Underground Refuse Project; a decrease
of $1,135,548 in grant revenue from the Southwest Florida Water Management District (SWFWMD) in the
Groundwater Replenishment Facility project; and an increase of $22,031 of insurance reimbursements in
the Traffic Safety Infrastructure project.
Special Program Fund
The Special Program Fund reflects a net budget increase of $2,570,355 at mid-year. Significant
amendments include an increase of $610,620 in General Fund revenues to fund opening events at
Coachman Park; $168,500 in General Fund revenues to fund The Sound acoustic study, $99,419, in public
safety grant revenues for Federal Forfeiture Sharing and agency assistance; $343,167 in contractual
service revenue for police extra duty; $1,185,780 in donation revenues to support Police and Library
programs; $3,400 in foreclosure registry fees collected; $85,098 in fines and court proceeds for public
safety programs, and the tree replacement program; $33,993 in special events revenues; and $35,879
transferred between existing police programs.
CITY OF CLEARWATER CITY OF CLEARWATER
MID-YEAR SUMMARY THIRD QUARTER SUMMARY
2022/23 2022/23
FY 22/23 First Variance %
Adopted Quarter Mid Year YTD Actual vs.YTD vs.Mid Year Amended
Description Budget Amended Actual Amend Budget Budget Adjustment Budget
General Fund:
Revenues 183,629,760 183,640,630 122,499,872 61,140,758 67%779,120 184,419,750
Expenditures 183,629,760 183,640,630 99,101,297 84,539,333 54%779,120 184,419,750
Utility Funds:
Water & Sewer Fund
Revenues 106,880,100 106,880,100 53,669,605 53,210,495 50%- 106,880,100
Expenditures 100,828,010 100,828,010 67,329,254 33,498,756 67%- 100,828,010
Stormwater Fund
Revenues 17,714,840 17,714,840 9,216,618 8,498,222 52%- 17,714,840
Expenditures 16,791,710 16,791,710 11,827,237 4,964,473 70%- 16,791,710
Gas Fund
Revenues 59,832,340 59,832,340 27,581,005 32,251,335 46%- 59,832,340
Expenditures 59,832,340 59,832,340 31,937,841 27,894,499 53%- 59,832,340
Solid Waste and Recycling Fund
Revenues 30,381,600 30,381,600 16,751,894 13,629,706 55%- 30,381,600
Expenditures 28,437,980 28,737,980 12,512,967 16,225,013 44%400,000 29,137,980
Enterprise Funds:
Marine Fund
Revenues 7,038,640 7,038,640 3,324,387 3,714,253 47%- 7,038,640
Expenditures 7,038,640 7,038,640 3,936,139 3,102,501 56%- 7,038,640
Airpark Fund
Revenues 406,990 406,990 182,446 224,544 45%367,000 773,990
Expenditures 406,990 406,990 238,709 168,281 59%367,000 773,990
Clearwater Harbor Marina Fund
Revenues 1,003,610 1,003,610 520,433 483,177 52%- 1,003,610
Expenditures 1,003,610 1,003,610 560,774 442,836 56%- 1,003,610
Parking Fund
Revenues 18,867,130 18,867,130 5,418,679 13,448,451 29%- 18,867,130
Expenditures 18,867,130 18,867,130 14,635,789 4,231,341 78%- 18,867,130
Internal Service Funds:
General Services Fund
Revenues 6,498,650 6,498,650 3,370,560 3,128,090 52%- 6,498,650
Expenditures 6,462,980 6,462,980 2,802,916 3,660,064 43%- 6,462,980
Administrative Services
Revenues 16,150,270 16,150,270 7,942,605 8,207,665 49%- 16,150,270
Expenditures 16,069,230 16,069,230 7,929,703 8,139,527 49%- 16,069,230
Garage Fund
Revenues 19,533,130 19,533,130 9,348,382 10,184,748 48%- 19,533,130
Expenditures 19,470,400 19,470,400 6,927,216 12,543,184 36%- 19,470,400
Central Insurance Fund
Revenues 35,753,700 35,753,700 18,452,658 17,301,042 52%- 35,753,700
Expenditures 35,752,330 35,752,330 14,663,086 21,089,244 41%- 35,752,330
1
MID-YEAR REVIEW
AMENDED CITY MANAGER'S FISCAL YEAR 2022-23 REPORT
PAGE #
General Fund Operating Budget ..................................................................................................... 3
Utility Funds Operating Budget ...................................................................................................... 6
Other Enterprise Funds Operating Budgets ................................................................................. 10
Internal Service Funds Operating Budgets ................................................................................... 14
Capital Improvement Program Budget ........................................................................................ 18
Special Program Fund Budget ....................................................................................................... 28
Special Development Fund ........................................................................................................... 33
Administrative Change Orders ...................................................................................................... 36
Ordinances ..................................................................................................................................... 37
The amended 2022/23 operating budget, presented by operating fund and/or department, is
submitted for the City Council review.
The actual and projected data contained in this review represents six months, October 1, 2022,
through March 31, 2023. The adjustments, however, represent all data available at the time of the
report, including action taken by the City Council after March 31, 2023.
Definitions associated with the operating funds information is presented as follows:
Definitions:
Adopted Budget - The budget as adopted by the City Council on October 6, 2022.
Variance YTD Actual
vs. Adopted Budget - Difference between year to date actual and adopted budget.
% YTD vs. Budget - Percentage of adopted budget expended, year to date.
Proposed Amendments - Adjustments that have been approved by the City Council, made at
the Manager’s discretion, and/or adjustments proposed based on
this quarter’s review.
Amended Budget - Adding the Original Budget and Adjustments.
2
Capital Improvement Program
The amended 2022/23 Capital Improvement Projects budget report is submitted for the City
Council review. This review provides the opportunity to analyze the status of all active projects and
present formal amendments to the project budget.
The Capital Improvement Program and Special Program fund information is presented as follows:
Definitions:
Budget - The budget as of October 1, 2022, which includes project budgets
from prior years, which have not been completed.
Amendment - Amendments which have been approved by the City Council, made
at the Manager's discretion, and/or adjustments proposed based on
this quarter’s review.
Revised Budget - Adding the Budget and Amendment columns.
Encumbrance - Outstanding contract or purchase order commitment.
Available Balance - Difference between revised budget and expenditure, plus
encumbrance.
Status - C - project is completed
Amend Ref - Reference number for description of amendment.
Increase/
(Decrease)Description
-
At mid-year,approximately 94%of property tax revenue
has been received.As projected,most property tax
payments are made within the first six months of the
fiscal year. No amendment is proposed at this time.
-
Mid-year fine revenues are approximately 35%of total.
This is primarily due to the timing of receipts,no
amendments are proposed at this time.
-
Mid-year miscellaneous revenues are approximately 97%
of total.This is primarily due better than anticipated
revenues for events and interest earnings,no
amendments are proposed at this time.
Mid-year amendments reflect the appropriation of
$779,120.00 from General Fund retained earnings.
Amendments include the following allocations:
610,620
1)An appropriation of $610,620.00 from fund reserves to
establish special program PRSE230001,Special Events at
Coachman Park.Amendments include:An appropriation
of $482,000.00 to provide funding for the various events
associated with the grand opening of Coachman Park,as
approved by the Council on March 16,2023,and an
appropriation of $128,620.00 to provide funding for the
public safety costs associated with the grand opening of
Coachman Park,as approved by the Council on May 4,
2023.
168,500
2)An appropriation of $168,500.00 from fund reserves to
establish special program P2301,The Sound Acoustic
Study, as approved by the Council on May 18, 2023.
779,120
779,120
City of Clearwater
General Fund Revenues
Mid Year Amendments
FY 2022/23
Ad Valorem Taxes
Judgments, Fines & Forfeitures
Transfer (to) from Surplus
Net General Fund Revenue Amendment
Net Transfer (to) from Retained Earnings
Miscellaneous
Transfer (to) from Surplus
3
Increase/
(Decrease)Description
8,000
At mid-year,City Council expenditures reflect a transfer of
$8,000.00 from Office of Innovation to payment to agencies to
fund the partnership and support grant agreement with the
Clearwater Historical Society,as approved by the Council on
March 16, 2023.
(8,000)
At mid-year,Office of Innovation expenditures reflect a transfer
of $8,000.00 from salary savings to City Council to fund the
partnership and support grant agreement with the Clearwater
Historical Society,as approved by the Council on March 16,
2023.
-
Mid-year amendments to Police Department expenditures
reflect a net zero amendment transferring $4,500.00 of salary
savings to special program P2101,Mental Health Co-Responder
Team to provide the remaining funding for this fiscal year,as
approved by the Council on April 20, 2023.
At mid-year,Non-Departmental expenditures reflect 77%of
total budget resulting from transfers occurring in the first period
of the year.
Amendments reflect City Council approved interfund transfers
to special programs as follows:
482,000
1) A transfer of $482,000.00 to special program PRSE230001,
Special Events at Coachman Park, as approved by the Council on
March 16, 2023.
128,620
2) A transfer of $128,620.00 to special program PRSE230001,
Special Events at Coachman Park, as approved by the Council on
May 4, 2023.
168,500
3) A transfer of $168,500.00 to special program P2301, The
Sound Acoustic Study, as approved by the Council on May 18,
2023.
779,120
779,120
City of Clearwater
General Fund Expenditures
Mid Year Amendments
FY 2022/23
City Council
Police
Net General Fund Expenditure
Office of Innovation
Non-Departmental
4
2022/23 Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Amended Bud Budget Amendment Budget
General Fund Revenues
Ad Valorem Taxes 80,964,710 76,083,458 4,881,252 94%- 80,964,710
Utility Taxes 17,890,000 7,556,409 10,333,591 42%- 17,890,000
Local Option, Fuel and Other Taxes 6,430,000 3,861,999 2,568,001 60%- 6,430,000
Franchise Fees 11,000,000 4,539,425 6,460,575 41%- 11,000,000
Other Permits & Fees 3,908,500 2,271,753 1,636,747 58%- 3,908,500
Intergovernmental 28,768,720 11,143,457 17,625,263 39%- 28,768,720
Charges for Services 17,218,270 8,398,155 8,820,115 49%- 17,218,270
Judgments, Fines and Forfeitures 1,439,000 503,699 935,301 35%- 1,439,000
Miscellaneous Revenues 3,512,758 3,403,041 109,717 97%- 3,512,758
Transfers In 12,497,802 4,738,475 7,759,327 38%- 12,497,802
Total Revenues 183,629,760 122,499,872 61,129,888 67%- 183,629,760
Transfer (to) from Surplus 10,870 10,870 779,120 789,990
Adjusted Revenues 183,640,630 122,499,872 61,140,758 67%779,120 184,419,750
General Fund Expenditures
City Council 525,486 269,432 256,054 51%8,000 533,486
City Manager's Office 1,032,745 613,098 419,647 59%- 1,032,745
City Attorney's Office 2,560,279 1,054,544 1,505,735 41%- 2,560,279
City Audit 372,930 130,524 242,406 35%- 372,930
City Clerk 1,274,878 538,844 736,034 42%- 1,274,878
CRA Administration 691,422 339,597 351,825 49%- 691,422
Economic Development and Housing 1,954,501 999,521 954,980 51%- 1,954,501
Finance 2,938,832 1,397,611 1,541,221 48%- 2,938,832
Fire 33,798,143 17,751,793 16,046,350 53%- 33,798,143
Human Resources 2,233,506 902,986 1,330,520 40%- 2,233,506
Library 9,445,675 4,957,535 4,488,140 52%- 9,445,675
Non-Departmental 11,697,226 9,047,197 2,650,029 77%779,120 12,476,346
Office of Innovation 899,534 356,637 542,897 40%(8,000) 891,534
Parks & Recreation 39,337,937 22,444,326 16,893,611 57%- 39,337,937
Planning & Development 7,605,355 3,543,634 4,061,721 47%- 7,605,355
Police 53,505,918 28,493,268 25,012,650 53%- 53,505,918
Public Communications 1,573,275 690,722 882,553 44%- 1,573,275
Public Utilities 412,520 205,609 206,911 50%- 412,520
Public Works 11,780,468 5,364,419 6,416,049 46%- 11,780,468
Total Expenditures 183,640,630 99,101,297 84,539,333 54%779,120 184,419,750
For the Six Month Period of October 1, 2022- March 31, 2023
GENERAL FUND
MID-YEAR REVIEW
5
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
WATER & SEWER FUND
Water & Sewer Revenues:
Charges for Service 103,669,490 51,785,364 51,884,126 50%- 103,669,490
Judgments, Fines and Forfeits 271,000 141,171 129,829 52%- 271,000
Miscellaneous 2,939,610 1,743,071 1,196,539 59%- 2,939,610
Transfers In - - - ~- -
Fund Equity - - - ~- -
Total Revenues 106,880,100 53,669,605 53,210,495 50%- 106,880,100
Water & Sewer Expenditures:
Public Utilities Administration 3,137,339 1,305,500 1,831,839 42%- 3,137,339
Wastewater Collection 13,624,801 10,860,993 2,763,808 80%- 13,624,801
Public Utilities Maintenance 8,225,723 5,015,271 3,210,452 61%- 8,225,723
WPC / Plant Operations 26,602,163 18,045,053 8,557,110 68%- 26,602,163
WPC / Laboratory Operations 611,067 267,448 343,619 44%- 611,067
WPC / Industrial Pretreatment 999,062 477,670 521,392 48%- 999,062
Water Distribution 19,485,328 12,881,743 6,603,585 66%- 19,485,328
Water Supply 23,124,370 15,193,650 7,930,720 66%- 23,124,370
Reclaimed Water 5,018,157 3,281,927 1,736,230 65%- 5,018,157
Total Expenditures 100,828,010 67,329,254 33,498,756 67%- 100,828,010
Increase/
(Decrease)Amendment Description:
Water and Sewer Fund Revenues:-
Water and Sewer Fund Expenditures:-
No amendments are proposed to Water and Sewer Fund
expenditures at mid-year.Expenditures reflect 67%of total
budget due to transfers to the capital fund which happen in
the first period of the year.
UTILITY FUNDS
MID-YEAR REVIEW
For the Six Month Period of October 1, 2022 to March 31, 2023
At mid-year, anticipated revenues of the Water and Sewer Fund exceed anticipated expenditures by $6,052,090 for fiscal year 2022/23.
No amendments are proposed to Water and Sewer Fund
revenues at mid-year.
6
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
UTILITY FUNDS
MID-YEAR REVIEW
For the Six Month Period of October 1, 2022 to March 31, 2023
STORMWATER FUND
Stormwater Revenues:
Charges for Service 17,340,280 8,797,043 8,543,237 51%- 17,340,280
Judgments, Fines and Forfeits 73,000 23,079 49,921 32%- 73,000
Miscellaneous 301,560 396,496 (94,936) 131%- 301,560
Transfers In - - - ~- -
Fund Equity - - - ~- -
Total Revenues 17,714,840 9,216,618 8,498,222 52%- 17,714,840
Stormwater Expenditures:
Stormwater Management 10,773,256 9,236,263 1,536,993 86%- 10,773,256
Stormwater Maintenance 6,018,454 2,590,974 3,427,480 43%- 6,018,454
Total Expenditures 16,791,710 11,827,237 4,964,473 70%- 16,791,710
Increase/
(Decrease)Amendment Description:
Stormwater Fund Revenues:-
Stormwater Fund Expenditures:-
No amendments are proposed to Stormwater Fund
revenues at mid-year.
No amendments are proposed to Stormwater Fund
expenditures at mid-year.Expenditures reflect 70%of total
budget due to transfers to the capital fund which happen in
the first period of the year.
At mid-year, anticipated revenues of the Stormwater Fund exceed anticipated expenditures by $923,130 for fiscal year 2022/23.
7
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
UTILITY FUNDS
MID-YEAR REVIEW
For the Six Month Period of October 1, 2022 to March 31, 2023
GAS FUND
Gas Revenues:
Charges for Service 55,595,170 27,274,241 28,320,929 49%- 55,595,170
Judgments, Fines and Forfeits 100,000 43,847 56,153 44%- 100,000
Miscellaneous 321,370 262,917 58,453 82%- 321,370
Transfers In - - - ~- -
Fund Equity 3,815,800 - 3,815,800 0%- 3,815,800
Total Revenues 59,832,340 27,581,005 32,251,335 46%- 59,832,340
Gas Expenditures:
Administration & Supply 29,734,623 11,869,165 17,865,458 40%- 29,734,623
Pinellas Gas Operations 14,305,023 9,565,981 4,739,042 67%- 14,305,023
Pasco Gas Operations 6,677,081 3,498,813 3,178,268 52%- 6,677,081
Marketing & Sales 9,115,613 7,003,882 2,111,731 77%- 9,115,613
Total Expenditures 59,832,340 31,937,841 27,894,499 53%- 59,832,340
Increase/
(Decrease)Amendment Description:
Gas Fund Revenues:-
Gas Fund Expenditures:-
At mid-year, anticipated revenues of the Gas Fund equal anticipated expenditures for fiscal year 2022/23.
No amendments are proposed to Gas Fund revenues at mid-
year.
No amendments are proposed to Gas Fund expenditures at
mid-year.
8
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
UTILITY FUNDS
MID-YEAR REVIEW
For the Six Month Period of October 1, 2022 to March 31, 2023
SOLID WASTE AND RECYCLING FUND
Solid Waste Revenues:
Other Permits and Fees 1,000 5,412 (4,412) 541%- 1,000
Charges for Service 26,874,695 14,647,054 12,227,641 55%- 26,874,695
Judgments, Fines and Forfeits 95,000 36,253 58,747 38%- 95,000
Miscellaneous 625,000 590,961 34,039 95%- 625,000
Transfers In - - - ~- -
Solid Waste Revenues 27,595,695 15,279,680 12,316,015 55%- 27,595,695
Recycling Revenues:
Other Permits and Fees 350 - 350 0%- 350
Intergovernmental - - - ~- -
Charges for Service 2,557,274 1,379,884 1,177,390 54%- 2,557,274
Judgments, Fines and Forfeits 8,000 3,353 4,647 42%- 8,000
Miscellaneous 220,281 88,976 131,305 40%- 220,281
Transfers In - - - ~- -
Recycling Revenues 2,785,905 1,472,214 1,313,691 53%- 2,785,905
Fund Equity - - - ~- -
Total Revenues 30,381,600 16,751,894 13,629,706 55%- 30,381,600
Solid Waste Expenditures:
Collection 20,030,254 8,783,570 11,246,684 44%- 20,030,254
Transfer 2,467,042 980,342 1,486,700 40%- 2,467,042
Container Maintenance 958,445 446,208 512,237 47%- 958,445
Administration 1,362,394 680,080 682,314 50%- 1,362,394
Solid Waste Expenditures 24,818,135 10,890,200 13,927,935 44%- 24,818,135
Recycling Expenditures:
Residential 1,670,431 635,117 1,035,314 38%- 1,670,431
Multi-Family 430,139 203,367 226,772 47%- 430,139
Commercial 1,819,275 784,283 1,034,992 43%400,000 2,219,275
Recycling Expenditures 3,919,845 1,622,767 2,297,078 41%400,000 4,319,845 ~
Total Expenditures 28,737,980 12,512,967 16,225,013 44%400,000 29,137,980
Increase/
(Decrease)Amendment Description:
Solid Waste and Recycling Fund Revenues:-
Solid Waste and Recycling Fund
Expenditures:400,000
No amendments are proposed to Solid Waste and Recycling
Fund revenues at mid-year.
At mid-year,amendments to Solid Waste and Recycling Fund
expenditures reflect an increase of $400,000.00 to
contractual services to provide additional funding for
recycling of single stream materials,as approved by the
Council on May 18,2023.Sufficient revenues are budgeted
to offset this increase in expenditures.
At mid-year, anticipated revenues of the Solid Waste and Recycling Fund exceed anticipated expenditures by $1,243,620 for fiscal year
2022/23.
9
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
MARINE FUND
Marine Revenues:
Intergovernmental - - - ~- -
Charges for Service 6,399,710 3,104,894 3,294,816 49%- 6,399,710
Judgments, Fines and Forfeits 3,200 200 3,000 6%- 3,200
Miscellaneous Revenue 149,000 219,293 (70,293) 147%- 149,000
Transfers In - - - ~- -
Fund Equity 486,730 - 486,730 0%- 486,730
Total Revenues 7,038,640 3,324,387 3,714,253 47%- 7,038,640
Marine Expenditures:
Marina Operations 7,038,640 3,936,139 3,102,501 56%- 7,038,640
Total Expenditures 7,038,640 3,936,139 3,102,501 56%- 7,038,640
Increase/
(Decrease)Amendment Description:
Marine Fund Revenues:-
Marine Fund Expenditures:-
At mid-year, anticipated revenues of the Marine Fund equal anticipated expenditures for fiscal year 2022/23.
No amendments are proposed to Marine Fund revenues at
mid-year.
No amendments are proposed to Marine Fund expenditures
at mid-year.
For the Six Month Period of October 1, 2022 - March 31, 2023
ENTERPRISE FUNDS
MID-YEAR REVIEW
10
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
For the Six Month Period of October 1, 2022 - March 31, 2023
ENTERPRISE FUNDS
MID-YEAR REVIEW
CLEARWATER HARBOR MARINA FUND
Clearwater Harbor Marina Revenues:
Intergovernmental - - - ~- -
Charges for Service 913,500 477,333 436,167 52%- 913,500
Judgments, Fines and Forfeits 1,000 150 850 15%- 1,000
Miscellaneous Revenue 31,500 42,950 (11,450) 136%- 31,500
Transfers In - - - ~- -
Fund Equity 57,610 - 57,610 0%- 57,610
Total Revenues 1,003,610 520,433 483,177 52%- 1,003,610
Clearwater Harbor Marina Expenditures
Clearwater Harbor Marina Operations 1,003,610 560,774 442,836 56%- 1,003,610
Total Expenditures 1,003,610 560,774 442,836 56%- 1,003,610
Increase/
(Decrease)Amendment Description:
Clearwater Harbor Marina Fund Revenues:-
Clearwater Harbor Marina Fund
Expenditures:-
No amendments are proposed to Clearwater Harbor Marina
Fund revenues at mid-year.
No amendments are proposed to Clearwater Harbor Marina
Fund expenditures at mid-year.
At mid-year, anticipated revenues of the Clearwater Harbor Marina Fund equal anticipated expenditures for fiscal year 2022/23.
11
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
For the Six Month Period of October 1, 2022 - March 31, 2023
ENTERPRISE FUNDS
MID-YEAR REVIEW
AIRPARK FUND
Airpark Revenues:
Intergovernmental - - - ~13,600 13,600
Charges for Service 18,000 7,984 10,016 44%- 18,000
Miscellaneous Revenue 364,000 174,463 189,537 48%- 364,000
Transfers In - - - ~- -
Fund Equity 24,990 - 24,990 0%353,400 378,390
Total Revenues 406,990 182,446 224,544 45%367,000 773,990
Airpark Expenditures:
Airpark Operations 406,990 238,709 168,281 59%367,000 773,990
Total Expenditures 406,990 238,709 168,281 59%367,000 773,990
Increase/
(Decrease)Amendment Description:
Airpark Fund Revenues:367,000
Airpark Fund Expenditures:367,000
At mid-year, anticipated revenues of the Airpark Fund equal anticipated expenditures for fiscal year 2022/23.
At mid-year,revenue amendments reflect a net increase of
$367,000.00.Amendments include:1)an increase of
$13,600.00 in grant revenues from FDOT,and 2)an
allocation of $353,400.00 from Airpark Fund reserves to
fund the Joint Participation Agreements between the City of
Clearwater and FDOT as approved by the Council on May 18,
2023.
At mid-year,expenditure amendments reflect a net increase
of $367,000.00.Amendments include:1)an increase of
$17,000.00 to contribution to garage fund to provide
funding for golf cart replacement,as approved by the
Council on May 18,2023,and 2)a transfer of $350,000.00 to
capital project G2306,Apron Relayment,as approved by the
Council on May 18, 2023.
12
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
For the Six Month Period of October 1, 2022 - March 31, 2023
ENTERPRISE FUNDS
MID-YEAR REVIEW
PARKING FUND
Parking Revenues:
Charges for Service 9,561,080 4,251,489 5,309,591 44%- 9,561,080
Judgments, Fines and Forfeits 990,000 808,193 181,807 82%- 990,000
Miscellaneous Revenue 200,000 356,437 (156,437) 178%- 200,000
Transfers In - 2,560 (2,560) ~- -
Fund Equity 8,116,050 - 8,116,050 0%- 8,116,050
Total Revenues 18,867,130 5,418,679 13,448,451 29%- 18,867,130
Parking Expenditures
Public Works/Parking System 16,519,523 13,500,332 3,019,191 82%- 16,519,523
Public Works/Parking Enforcement 998,737 437,432 561,305 44%- 998,737
Fire Dept/Beach Guards 1,194,937 623,608 571,329 52%- 1,194,937
M&A/Seminole Street Boat Ramp 153,933 74,417 79,516 48%- 153,933
Total Expenditures 18,867,130 14,635,789 4,231,341 78%- 18,867,130
Increase/
(Decrease)Amendment Description:
Parking Fund Revenues:-
Parking Fund Expenditures:-
No amendments are proposed to Parking Fund revenues at
mid-year.
No amendments are proposed to Parking Fund expenditures
at mid-year.Expenditures reflect 78%of total budget due to
transfers to the capital fund which happen in the first period
of the year.
At mid-year, anticipated revenues of the Parking Fund equal anticipated expenditures for fiscal year 2022/23.
13
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
GENERAL SERVICES FUND
General Services Revenues:
Charges for Service 6,368,650 3,210,633 3,158,017 50%- 6,368,650
Miscellaneous Revenues 130,000 159,927 (29,927) 123%- 130,000
Transfers In - - - ~- -
Fund Equity - - - ~- -
Total Revenues 6,498,650 3,370,560 3,128,090 52%- 6,498,650
General Services Expenditures:
Administration 512,198 197,241 314,957 39%- 512,198
Building & Maintenance 5,950,782 2,605,675 3,345,107 44%- 5,950,782
Total Expenditures 6,462,980 2,802,916 3,660,064 43%- 6,462,980
Increase/
(Decrease)Amendment Description:
General Services Fund Revenues:-
General Services Fund Expenditures:-
For the Six Month Period of October 1, 2022 - March 31, 2023
INTERNAL SERVICE FUNDS
MID-YEAR REVIEW
At mid-year, anticipated revenues of the General Services Fund exceed anticipated expenditures by $35,670 for fiscal year 2022/23.
No amendments are proposed to General Services Fund
revenues at mid-year.
No amendments are proposed to General Services Fund
expenditures at mid-year.
14
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
For the Six Month Period of October 1, 2022 - March 31, 2023
INTERNAL SERVICE FUNDS
MID-YEAR REVIEW
ADMINISTRATIVE SERVICES FUND
Administrative Services Revenues:
Charges for Service 16,050,270 7,762,430 8,287,841 48%- 16,050,270
Miscellaneous Revenues 100,000 180,176 (80,176) 180%- 100,000
Transfers In - - - ~- -
Fund Equity - - - ~- -
Total Revenues 16,150,270 7,942,605 8,207,665 49%- 16,150,270
Administrative Services Expenditures:
Info Tech / Admin 515,877 192,858 323,019 37%- 515,877
Info Tech / Network Ops & User Suport 4,854,345 2,494,260 2,360,085 51%- 4,854,345
Info Tech / Network Security & Architecture 2,646,074 1,265,677 1,380,397 48%- 2,646,074
Info Tech / Solutions & Programming 2,761,577 1,537,575 1,224,002 56%- 2,761,577
Info Tech / Telecommunications - 338,748 (338,748) ~- -
Info Tech / Enterprise Systems & Training 1,091,360 209,384 881,976 19%- 1,091,360
Public Comm / Courier 198,577 54,583 143,994 27%- 198,577
Clearwater Customer Service 4,001,420 1,836,618 2,164,802 46%- 4,001,420
Total Expenditures 16,069,230 7,929,703 8,139,527 49%- 16,069,230
Increase/
(Decrease)Amendment Description:
Administrative Services Fund Revenues:-
Administrative Services Fund Expenditures:-
At mid-year, anticipated revenues of the Administrative Services Fund exceed anticipated expenditures by $81,040 for fiscal year 2022/23.
No amendments are proposed to Administrative Services
Fund revenues at mid-year.
No amendments are proposed to Administrative Services
Fund expenditures at mid-year.
15
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
For the Six Month Period of October 1, 2022 - March 31, 2023
INTERNAL SERVICE FUNDS
MID-YEAR REVIEW
GARAGE FUND
Garage Fund Revenues
Charges for Service 18,908,130 8,854,778 10,053,352 47%- 18,908,130
Miscellaneous Revenues 625,000 493,604 131,396 79%- 625,000
Transfers In - - - ~- -
Fund Equity - - - ~- -
Total Revenues 19,533,130 9,348,382 10,184,748 48%- 19,533,130
Garage Fund Expenditures:
Fleet Maintenance 17,789,189 6,636,359 11,152,830 37%- 17,789,189
Radio Communications 1,681,211 290,856 1,390,355 17%- 1,681,211
Total Expenditures 19,470,400 6,927,216 12,543,184 36%- 19,470,400
Increase/
(Decrease)Amendment Description:
Garage Fund Revenues:-
Garage Fund Expenditures:-
At mid-year, anticipated revenues of the Garage Fund exceed anticipated expenditures by $62,730 for fiscal year 2022/23.
No amendments are proposed to Garage Fund revenues at
mid-year.
No amendments are proposed to Garage Fund expenditures
at mid-year.
16
2022/23 Mid-Year Variance %2022/23
1 Qtr Amended Year to Date YTD Actual vs.YTD vs.Proposed MY Amended
Budget Actual Adopted Bud Budget Amendment Budget
For the Six Month Period of October 1, 2022 - March 31, 2023
INTERNAL SERVICE FUNDS
MID-YEAR REVIEW
CENTRAL INSURANCE FUND
Central Insurance Revenues:
Charges for Service 35,413,700 17,794,515 17,619,185 50%- 35,413,700
Miscellaneous Revenues 340,000 658,142 (318,142) 194%- 340,000
Transfers In - - - ~- -
Fund Equity - - - ~- -
Total Revenues 35,753,700 18,452,658 17,301,042 52%- 35,753,700
Central Insurance Expenditures:
Finance / Risk Management 438,663 174,787 263,876 40%- 438,663
HR / Employee Benefits 414,160 156,178 257,982 38%- 414,160
HR / Employee Health Clinic 1,731,900 617,115 1,114,785 36%- 1,731,900
Non-Departmental 33,167,607 13,715,006 19,452,601 41%- 33,167,607
Total Expenditures 35,752,330 14,663,086 21,089,244 41%- 35,752,330
Increase/
(Decrease)Amendment Description:
Central Insurance Fund Revenues:-
Central Insurance Fund Expenditures:-
No amendments are proposed to Central Insurance Fund
revenues at mid-year.
No amendments are proposed to Central Insurance Fund
expenditures at mid-year.
At mid-year, anticipated revenues of the Central Insurance Fund exceed anticipated expenditures by $1,370 for fiscal year 2022/23.
17
CAPITAL IMPROVEMENT PROGRAM
Mid-Year Summary
FY 2022/23
18
The amended 2022/23 Capital Improvement Program budget report is submitted for the City Council's mid-year review.
The proposed amendment is a net budget increase in the amount of $1,087,961. This review provides the opportunity
to examine the status of all active projects and present formal amendments to the project budgets. Fiscally significant
budget increases encompassed within this review are as follows:
The City Council did not previously approve the following capital improvement budget activity:
Underground Refuse Program – a budget decrease of $25,354 in lease purchase revenue.
Groundwater Replenishment Facility– a budget decrease of $1,135,548 in grant revenue from the Southwest
Florida Water Management District (SWFWMD).
Traffic Safety Infrastructure– a budget increase of $22,031 in insurance reimbursements.
All significant budget increases that have been previously approved by the City Council are listed below:
Project Council
Budget Increase Approval
Garage – Off Cycle Replacement $140,000 11/03/22
Apron Relayment $1,750,000 05/18/23
Aviation Operation Center $ 300,000 05/18/23
Increase/
Amdmt Project (Decrease)Transfer Net Budget
#Number Amount Amount Description Amendment
Garage - Off Cycle Replacements
1 L1911 140,000
To record a budget increase of $140,000.00 in insurance
claims revenue to bring the budget in line with revenues
received as approved by City Council on November 03,
2022.140,000
Pinellas New Mains / Service Lines
2 96377 16,118
To record a budget increase of $16,117.95 in property
owners share revenue to bring the budget in line with
revenues received.16,118
Pasco New Mains / Service Lines
3 96378 11,800
To record a budget increase of $11,799.88 in property
owners share revenue to bring the budget in line with
revenues received.11,800
Underground Refuse Program
4 L2005 (25,354)
To record a budget decrease of $25,354.00 in lease
purchase revenue.This will close the lease purchase
portion of this project.(25,354)
Northeast Plant Upgrades/Improvement
5 96215 (7,500,000)
To record a budget transfer of $6,000,000.00 in sewer
revenue to project 96686,Pump Station Replacement and
$1,500,000.00 to project 96739,Reclaimed Water
Distribution Systems.(7,500,000)
Sanitary Sewer R&R
6 96665 (1,000,000)
To record a budget decrease of $1,000,000.00 in utility R&R
revenue to project 96784,Reclaim Water Distribution
System R&R.(1,000,000)
Pump Station Replacement
7 96686 6,000,000
To record a budget transfer of $6,000,000.00 in sewer
revenue from project 96215,Northeast Plant
Upgrades/Improvement.6,000,000
Reclaimed Water Distribution Systems
8 96739 7,500,000
To record a budget transfer of $1,500,000.00 in sewer
revenue from project 96215,Northeast Plant
Upgrades/Improvement and $6,000,000.00 in water fund
revenue from project 96767, RO Plant at Reservoir #2.7,500,000
RO Plant at Res #2
9 96767 (6,000,000)
To record a budget transfer in water revenue of
$6,000,000.00 to project 96739,Reclaimed Water
Distribution System.(6,000,000)
CAPITAL IMPROVEMENT PROGRAM
Mid-Year Amendments
FY 2022/23
19
Increase/
Amdmt Project (Decrease)Transfer Net Budget
#Number Amount Amount Description Amendment
CAPITAL IMPROVEMENT PROGRAM
Mid-Year Amendments
FY 2022/23
Groundwater Replenishment Facility
10 96773 (1,135,548)
To record a budget decrease of $1,135,548.34 in grant
revenue from SWFWMD.This project has been postponed
indefinitely.(1,135,548)
Reclaim Water Distribution System R&R
11 96784 - 1,000,000
To record a budget increase of $1,000,000.00 in utility R&R
revenue from project 96665, Sanitary Sewer R&R.1,000,000
Stormwater Vehicles & Equipment
12 C1908 (700,000)
To record a budget transfer of $700,000.00 in stormwater
revenue to project ENST180010,Lower Spring Branch
Improvement.(700,000)
Allen's Creek
13 ENST180002 856,361
To record a budget transfer of $856,361.00 in stormwater
revenue from project ENST180003,Stormwater System
Expansion.856,361
Stormwater System Expansion
14 ENST180003 (856,361)
To record a budget transfer of $856,361.00 in stormwater
revenue to project ENST180002, Allen's Creek.(856,361)
Stevenson Creek
15 ENST180004 (1,300,000)
To record a budget transfer of $1,300,000.00 in
stormwater revenue to project ENST180010,Lower Spring
Branch Conveyance.(1,300,000)
Alligator Creek Watershed
16 ENST180006 (1,139,000)
To record a budget transfer of $1,139,000.00 in
stormwater revenue to project ENST180010,Lower Spring
Branch Improvement.(1,139,000)
Lower Spring Branch Improvement
17 ENST180010 3,139,000
To record a budget transfer of $3,139,000.00 in
stormwater revenue from the following projects:1)
$700,000.00 from project C1908,Stormwater Vehicle and
Equipment;2)$1,300,000.00 from project ENST180004,
Stevensons Creek;and 3)$1,139,000.00 from project
ENST18006, Alligator Creek Watershed.3,139,000
Streets and Sidewalks
18 ENRD180004 8,915
To record budget increase of $8,915.00 for insurance
reimbursements received.This will bring the budget in line
with revenues received.8,915
20
Increase/
Amdmt Project (Decrease)Transfer Net Budget
#Number Amount Amount Description Amendment
CAPITAL IMPROVEMENT PROGRAM
Mid-Year Amendments
FY 2022/23
Traffic Safety Infrastructure
19 ENRD180007 22,031
To record budget increases of $17,432.88 from risk
insurance reimbursements and an increase of $4,597.99 in
private insurance reimbursements received.This will bring
the budget in line with revenues received.22,031
Apron Relayment
20 G2306 1,750,000
To record a budget increase of $1,400,000.00 of grant
revenue and $350,000.00 in airpark fund revenues,as
approved by City Council on May 18, 2023.1,750,000
Aviation Operation Center - NEW PROJECT
21 G2307 300,000
To establish the project and record a budget increase of
$240,000.00 of grant revenue from FDOT and $60,000.00
of reimbursement revenue,as approved by City Council on
May 18, 2023.300,000
Parking Lot Improvements
22 ENPK180002 (700,000)
To record a budget transfer of $700,000.00 in parking
revenue to project ENPK230001,Downtown Parking
Garage.(700,000)
Downtown Parking Garage
23 ENPK230001 700,000
To record a budget transfer of $700,000.00 in parking
revenue from project ENPK180002,Parking Lot
Improvements.700,000
1,087,961 - - 1,087,961 TOTAL
21
CAPITAL IMPROVEMENT PROGRAM
PROGRAM & STATUS SUMMARY
MID-YEAR: October 1, 2022 to March 31, 2023
Budget Amended Revised Project Open Available Amend
Description 10/1/23 Prev Qtr Amdmts Budget To Date Encumbrance Balance Status Ref
Other General Government
93535 Countryside Library Demolition 75,000 75,000 - 75,000 - - 75,000
94233 Motorized Equip-Cash 2,683,945 2,705,101 - 2,705,101 2,536,138 14,341 154,622
94246 Fleet Management & Mapping 710,000 710,000 - 710,000 615,964 - 94,036
94729 City-wide Connectivity 5,623,089 5,623,089 - 5,623,089 3,783,435 8,490 1,831,165
94736 Geographic Information Sys 1,260,997 1,260,997 - 1,260,997 954,455 - 306,542
94828 Financial Systems Upgrades 4,258,165 4,258,165 - 4,258,165 2,812,689 31,934 1,413,543
94829 CIS Upgrades / Replacement 1,457,376 1,457,376 - 1,457,376 568,840 156,665 731,871
94830 MS Licensing / Upgrades 1,350,000 1,350,000 - 1,350,000 842,601 - 507,399
94850 Backfile Conversion of Records 500,000 500,000 - 500,000 192,043 - 307,957
94857 Accela Permit & Code Enforce 450,000 450,000 - 450,000 328,512 - 121,488
94873 Citywide Camera System 460,000 460,000 - 460,000 277,953 1,720 180,326
94874 City Enterprise Timekeep Sys 410,000 410,000 - 410,000 202,802 - 207,198
94880 Granicus Agenda Mgt Sys 260,000 260,000 - 260,000 41,136 - 218,864
94883 Business Proc Review & Improve 1,225,735 1,225,735 - 1,225,735 450,949 906 773,880
94888 City EOC & Disaster Recovery Fac 3,360,000 3,360,000 - 3,360,000 3,135,802 39,099 185,099
C1901 Beach Radio Tower 852,370 852,370 - 852,370 - - 852,370
C2004 Lift Stations - General Gov 2,240,000 2,240,000 - 2,240,000 176,562 - 2,063,438
C2006 ADA Transition Plan 1,200,000 1,200,000 - 1,200,000 383,657 - 816,343
C2007 Citywide Audio/Visual Solutions 465,053 465,053 - 465,053 56,499 - 408,554
C2101 North Ward Preservation 77,920 77,920 - 77,920 62,183 - 15,737
C2106 Greenprint Implementation 837,848 837,848 - 837,848 520,574 160,616 156,658
C2212 City Hall Demolition 610,000 610,000 - 610,000 305,730 251,963 52,307
G2211 ARPA Fiber Upgrades 3,500,000 3,500,000 - 3,500,000 - - 3,500,000
G2214 ARPA Solar Panels 2,000,000 2,000,000 - 2,000,000 - - 2,000,000
ENGF220001 New City Hall 16,700,300 16,700,300 - 16,700,300 126,920 2,821,420 13,751,960
GSBM180001 Air Cond Replace-City Wide 2,079,436 2,079,436 - 2,079,436 1,260,001 221,942 597,493
GSBM180002 Flooring for Facilities 1,677,837 1,677,837 - 1,677,837 1,071,011 182,624 424,202
GSBM180003 Roof Repair and Replacement 3,154,213 3,154,213 - 3,154,213 2,176,896 11,574 965,744
GSBM180004 Painting of Facilities 1,042,923 1,042,923 - 1,042,923 404,882 30,156 607,884
GSBM180005 Fencing of Facilities 183,170 183,170 - 183,170 73,199 - 109,970 GSBM180006 Light Replacement & Repair 753,197 753,197 - 753,197 374,834 - 378,362
GSBM180007 Elevator Refurbish/Modern 860,576 860,576 - 860,576 11,118 - 849,458
GSBM180008 Building Systems 2,218,377 2,218,377 - 2,218,377 828,325 43,811 1,346,241
GSBM180009 New A/C Chiller System 5,600,000 5,600,000 - 5,600,000 1,752,713 - 3,847,287
GSBM180010 General Services R&R 600,000 600,000 - 600,000 405,227 8,496 186,277
GSBM180011 Generator Maintenance 670,000 670,000 - 670,000 78,003 - 591,997
GSBM180012 General Faci Bldg Major Reno 2,885,242 2,885,242 - 2,885,242 279,486 347,860 2,257,897
GSFL180001 Fleet Facility R&R 694,520 694,520 - 694,520 93,527 24,303 576,690
L1902 B&M Vehicle & Equipment 65,000 35,046 - 35,046 35,046 - - C
L1906/M2202Telecommunications Upgrade 2,269,047 2,269,047 - 2,269,047 13,131 - 2,255,916
L1907/M1911IT Disaster Recovery 705,396 705,396 - 705,396 78,443 20,249 606,704
L1908/M1912Network Infra & Server R&R 2,766,417 2,766,417 - 2,766,417 1,862,220 391,677 512,520
L1910 Motorized Equip Replace - LP 24,448,827 24,448,827 - 24,448,827 16,121,999 4,355,121 3,971,706
L1911 Garage - Off Cycle Replacements 500,000 500,000 140,000 640,000 245,443 329,895 64,662 1
L2301 Motorized Equip Purchases - LP 2,139,150 2,139,150 - 2,139,150 884,559 553,923 700,668
M1914 Sustainability Initiatives 200,000 200,000 - 200,000 146,710 - 53,290
M2007 City EOC Maintenance 125,000 125,000 - 125,000 3,853 - 121,147
L2001/M2010P25 Radio Equipment & Infrast 4,507,104 4,507,104 - 4,507,104 2,888,872 - 1,618,232
M2201 Studio/Production Eqp.51,344 51,344 - 51,344 - - 51,344
M2211 Neighborhood Reinvest Fund 200,000 200,000 - 200,000 - - 200,000
Sub-Total 112,964,573 112,955,774 140,000 113,095,774 49,464,940 10,008,783 53,622,051
Actual Expenditures
22
CAPITAL IMPROVEMENT PROGRAM
PROGRAM & STATUS SUMMARY
MID-YEAR: October 1, 2022 to March 31, 2023
Budget Amended Revised Project Open Available Amend
Description 10/1/23 Prev Qtr Amdmts Budget To Date Encumbrance Balance Status Ref
Actual Expenditures
Police Protection
94238 Police Vehicles 2,752,032 2,752,032 - 2,752,032 2,491,068 - 260,964
C2201 Police CAD Replacement 900,000 900,000 - 900,000 312,791 - 587,209 C2206 PD Equipment Facility 750,000 750,000 - 750,000 - - 750,000 P1802 Police Equipment Replacement 809,686 855,547 - 855,547 757,867 17,605 80,074 P1803 Command Bus Refurbishment 200,000 154,139 154,139 154,139 - - CP1902Police Information Systems 450,000 450,000 - 450,000 376,988 - 73,012
P2102 Training Range Sound Mitigation 820,000 820,000 - 820,000 787,787 15,408 16,805 PD00180001 Police District 3 Station 13,050,000 13,050,000 - 13,050,000 12,007,476 906,335 136,189 Sub-Total 19,731,718 19,731,718 - 19,731,718 16,888,116 939,348 1,904,253
Fire Protection
91218 Fire Engine Replacement 4,249,366 4,249,366 - 4,249,366 3,482,241 718,190 48,936
91244 Aerial Truck 3,368,080 3,368,080 - 3,368,080 2,653,479 - 714,601
91260 Thermal Imaging Cameras 320,270 320,270 - 320,270 163,939 78,900 77,431
91261 Personal Protection Equip 2,664,250 2,664,250 - 2,664,250 2,158,296 271,060 234,894
91262 SCBA Upgrade - Fill Station 125,000 82,366 - 82,366 82,366 - - C
91264 Fire Hose Replacement 531,460 531,460 - 531,460 316,471 27,841 187,148
91271 Fire Boat 1,008,363 1,008,363 - 1,008,363 694,171 - 314,192
C2207 FD Equipment Facility 750,000 750,000 - 750,000 13,582 - 736,418 FD00190001 Fire Station 46 - Beach 10,350,693 10,350,693 - 10,350,693 5,848,867 4,249,390 252,436
FD00190002 Fire Station 47 Replacement 4,839,441 4,839,441 - 4,839,441 1,199,068 115,345 3,525,028
M2005 Fire Training Tower 400,286 400,286 - 400,286 52,987 - 347,299
Sub-Total 28,607,208 28,564,574 - 28,564,574 16,665,468 5,460,726 6,438,380
Fire Rescue Services
91229 Replace & Upgrade Airpacks 1,341,680 1,384,314 - 1,384,314 921,668 51,401 411,246
91236 Rescue Vehicle 862,500 862,500 - 862,500 275,930 219,850 366,720
91257 AED Program 315,510 315,510 - 315,510 279,236 - 36,274
91263 Extrication Tools 177,000 177,000 - 177,000 125,708 - 51,292
ENGF190002 Beach Guard Tower 324,239 324,239 324,239 95,930 - 228,309
ENGF200002 Beach Guard Admin Building 135,000 135,000 - 135,000 65,660 2,700 66,640 Sub-Total 3,155,929 3,198,563 - 3,198,563 1,764,131 273,951 1,160,481
Gas Utility Services
96358 Environmental Remediation 2,134,794 2,134,794 - 2,134,794 1,920,163 75,520 139,111
96365 Line Relocation-Pinellas Maint 836,569 836,569 - 836,569 591,736 - 244,833
96367 Gas Meter Change Out-Pinellas 4,663,000 4,663,000 - 4,663,000 4,345,939 - 317,061
96374 Line Relocation-Pinellas Capital 3,333,500 3,333,500 - 3,333,500 3,125,300 17,570 190,630
96376 Line Relocation - Pasco Maint 361,384 361,384 - 361,384 146,186 - 215,198
96377 Pinellas New Mains / Serv Lines 45,431,671 45,480,275 16,118 45,496,393 37,604,768 184,287 7,707,338 2
96378 Pasco New Mains / Serv Lines 27,922,099 28,024,407 11,800 28,036,207 24,798,179 7,900 3,230,128 3
96379 Pasco Gas Meter Change Out 1,592,821 1,592,821 - 1,592,821 902,158 - 690,663
96381 Line Reloc-Pasco-Capitalized 1,847,300 1,847,300 - 1,847,300 1,278,075 - 569,225
96382 Gas Inventory - Work Mgmt Sys 2,492,000 2,492,000 - 2,492,000 856,268 - 1,635,732
96384 Gas System - Pinellas Building 28,857,855 28,857,855 - 28,857,855 28,069,261 47,365 741,229
96385 Gas Main Extensions 1,807,845 1,807,845 - 1,807,845 1,519,322 - 288,523
96386 Expanded Energy Conservation 16,128,589 16,128,589 - 16,128,589 12,449,915 - 3,678,674
96387 Natural Gas Vehicle 7,684,584 7,684,584 - 7,684,584 6,047,373 1,009,824 627,386
96389 Future IMS Software & Hardware 1,475,000 1,475,000 - 1,475,000 361,793 - 1,113,207
96391 Gas System Pasco Building 950,000 950,000 - 950,000 1,392 - 948,608
C2301 Pasco Gate Station 1,500,000 1,500,000 - 1,500,000 - - 1,500,000
M1904 Pinellas Building Equip R&R 1,000,000 1,000,000 - 1,000,000 - - 1,000,000
Sub-Total 150,019,009 150,169,922 27,918 150,197,840 124,017,826 1,342,466 24,837,548
23
CAPITAL IMPROVEMENT PROGRAM
PROGRAM & STATUS SUMMARY
MID-YEAR: October 1, 2022 to March 31, 2023
Budget Amended Revised Project Open Available Amend
Description 10/1/23 Prev Qtr Amdmts Budget To Date Encumbrance Balance Status Ref
Actual Expenditures
Solid Waste Control Services
96426 Facility R & R 3,027,608 1,862,066 - 1,862,066 1,862,066 - (0) C
96443 Res Container Acquisition 2,326,741 1,733,081 - 1,733,081 1,733,081 - (0) C
96444 Comm Container Acquisition 4,695,420 4,352,448 - 4,352,448 4,352,448 - - C
96445 Solar Trash & Recycling Kiosks 364,414 239,182 - 239,182 239,182 - - C
96448 Solid Waste CNG Station 150,000 - - - - - - C
96449 Solid Waste Truck Wash Fac 555,500 - - - - - - C
96804 Recycling Carts/Dumpsters 1,426,650 925,855 - 925,855 925,855 - - C
96805 Recycling Expan/Particip/R&R 1,341,525 1,222,936 - 1,222,936 1,222,936 - - C
C2005/L2005 Underground Refuse Program 2,195,090 2,195,090 (25,354) 2,169,736 1,716,874 10,003 442,859 4
C2302 Rebuild SW Adm Comp - 8,610,526 - 8,610,526 - 29,362 8,581,164
L2201 SW/Recyc Add Veh & Equip 185,000 - - - - - - C
M2301 SW Facility R&R 200,000 200,000 - 200,000 - - 200,000
SR00180003 Processing Ctr Building Replace 5,062,633 4,396 - 4,396 4,396 - 0 C
SRTS180001 S.W.Transfer Station Rebuild 19,650,130 19,650,130 19,650,130 19,069,957 44,344 535,829 Sub-Total 41,180,710 40,995,710 (25,354) 40,970,356 31,126,796 83,709 9,759,851
Water-Sewer Combination Services
96212 Sanitary Sewer Upgrades/Impr 17,345,431 17,345,431 - 17,345,431 8,244,173 6,233,508 2,867,751
96213 Marshall Street Upgrades/Impr 20,044,299 20,044,299 - 20,044,299 9,938,021 4,888,641 5,217,637
96214 East Plant Upgrades/Improve 5,150,000 5,150,000 - 5,150,000 582,448 228,412 4,339,140
96215 N.E. Plant Upgrades/Improve 35,263,620 38,024,945 (7,500,000) 30,524,945 17,165,662 5,639,001 7,720,282 5
96216 Laboratory Upgrade/Improve 1,155,079 1,155,079 - 1,155,079 12,168 - 1,142,912
96217 Pump Station R&R 1,350,192 1,350,192 - 1,350,192 664,726 - 685,466
96523 Pub Utilities Adm Bldg R&R 556,703 556,703 - 556,703 436,694 - 120,009
96526 Public Utility Admin Building 1,104,306 1,104,306 - 1,104,306 - - 1,104,306
96630 Sanitary Sewer Extension 15,319,608 15,319,608 - 15,319,608 12,615,157 4,557 2,699,895
96634 Sanitary Sewer Relocation 4,392,493 4,400,885 - 4,400,885 3,356,534 126,640 917,710
96645 Laboratory Upgrade & R&R 1,146,761 1,146,761 - 1,146,761 1,126,761 - 20,000
96654 Facilities Upgrade & Improve 11,779,876 11,779,876 11,779,876 10,588,663 258,998 932,216
96664 Water Pollution Control R & R 30,081,864 30,081,864 - 30,081,864 20,602,863 4,960,175 4,518,826
96665 Sanitary Sewer R&R 84,663,458 84,663,458 (1,000,000) 83,663,458 50,156,855 24,194,479 9,312,124 6
96686 Pump Station Replacement 9,413,137 9,875,137 6,000,000 15,875,137 5,837,212 112,456 9,925,469 796721System R & R - Maintenance 17,015,686 17,015,686 - 17,015,686 5,696,579 4,119,496 7,199,611 96722 Line Relocation - Maintenance 5,425,071 5,606,588 - 5,606,588 3,630,489 66,181 1,909,918 96739 Reclaimed Water Dist Sys 47,616,014 47,616,014 7,500,000 55,116,014 45,644,075 523,770 8,948,168 8
96742 Line Relocation-Capitalized 5,869,275 5,869,275 - 5,869,275 4,255,780 - 1,613,495
96744 System Expansion 3,945,043 3,945,043 - 3,945,043 3,487,570 - 457,473
96764 RO Plant Exp Res #1 16,499,527 16,499,527 - 16,499,527 13,243,654 39 3,255,834
96767 RO Plant at Res #2 50,495,439 50,495,439 (6,000,000) 44,495,439 41,849,094 908,605 1,737,740 9
96773 Groundwater Replenishm Fac 7,400,118 7,400,118 (1,135,548) 6,264,570 5,917,381 3,259 343,930 10
96782 RO Plant @WTP #3 3,069,594 3,069,594 - 3,069,594 682,850 1,537,531 849,213
96783 Water Sys Upgrades/Improve 8,953,600 8,953,600 - 8,953,600 2,412,676 993,614 5,547,310
96784 Reclaim Water Distrib Sys R&R 4,840,936 4,842,078 1,000,000 5,842,078 1,384,113 1,891,660 2,566,305 11
96785 Feasibility Studies/Evalu - Water 3,805,000 3,805,000 - 3,805,000 2,380,991 108,558 1,315,451
96786 Devices/Equipments - Water 1,100,000 1,100,000 - 1,100,000 - - 1,100,000
G2206 Portable Generators 630,000 630,000 - 630,000 - - 630,000
L1904/L1905
/M2008 Vehicle & Equip-Sewer 1,077,913 1,077,913 - 1,077,913 1,000,239 - 77,674
M1905 Marshall Street Plant R&R 4,160,000 4,160,000 - 4,160,000 376,642 95,269 3,688,089
M1906 Northeast Plant R&R 2,279,313 2,279,313 - 2,279,313 431,377 - 1,847,936
M1907 East Plant R&R 5,165,000 5,165,000 - 5,165,000 326,821 208,078 4,630,102
M1908 RO Plant Exp Res #1 R&R 1,300,000 1,300,000 - 1,300,000 47,996 - 1,252,004
M1909 RO Plant at Res #2 R&R 1,250,000 1,250,000 - 1,250,000 177,535 - 1,072,465
24
CAPITAL IMPROVEMENT PROGRAM
PROGRAM & STATUS SUMMARY
MID-YEAR: October 1, 2022 to March 31, 2023
Budget Amended Revised Project Open Available Amend
Description 10/1/23 Prev Qtr Amdmts Budget To Date Encumbrance Balance Status Ref
Actual Expenditures
Water-Sewer Combination Services (continued)
M1910 Water Treatment Plant #3 R&R 898,851 898,851 - 898,851 152,278 - 746,573
M2103 Utilities Bldg & Maint 1,000,000 1,000,000 - 1,000,000 281,252 - 718,748 Sub-Total 432,563,206 435,977,582 (1,135,548) 434,842,034 274,707,324 57,102,926 103,031,783
Flood Protection/SW Management
C1908 Stormwater Vehicles & Equip 5,695,930 5,695,930 (700,000) 4,995,930 3,563,587 596,665 835,678 12
ENST180001 Stormwater Pipe System Improve 16,422,507 16,422,507 - 16,422,507 4,482,581 2,164,368 9,775,558
ENST180002 Allen's Creek 3,309,631 3,309,631 856,361 4,165,992 2,809,628 90,845 1,265,519 13
ENST180003 Stormwater System Expansion 1,339,146 1,339,146 (856,361) 482,785 - - 482,785 14
ENST180004 Stevenson Creek 3,500,286 3,500,286 (1,300,000) 2,200,286 129,195 89,192 1,981,899 15
ENST180005 Coastal Basin 4,494,370 4,494,370 - 4,494,370 2,803,794 219,314 1,471,262
ENST180006 Alligator Creek Watershed 4,661,592 4,661,592 (1,139,000) 3,522,592 510,214 126,053 2,886,325 16
ENST180010 Lower Spring Branch Improve 2,320,000 2,320,000 3,139,000 5,459,000 354,030 95,264 5,009,706 17
Sub-Total 41,743,463 41,743,463 - 41,743,463 14,653,030 3,381,701 23,708,732
Other Physical Environment
93422 Dredging of City Waterways 1,346,204 1,346,204 - 1,346,204 483,487 - 862,717
C2208 Coopers Point 1,400,000 1,400,000 - 1,400,000 - - 1,400,000
C2214 Public Works Complex 1,813,738 1,813,738 - 1,813,738 - - 1,813,738
ENGF180006 City-wide Docks and Seawall 2,636,739 2,636,739 - 2,636,739 1,794,552 - 842,188
ENGF180011 Environmental Assmt & Clean-up 1,209,664 1,209,664 - 1,209,664 130,746 10,471 1,068,447 ENGF180014 Seminole Boat Launch Improve 6,752,000 6,752,000 - 6,752,000 4,295,199 25,429 2,431,372
M2002 Environ Park Remediate & Protect 200,000 200,000 - 200,000 29,025 14,750 156,225
M2006 Right of Way Tree Mgt Prog 800,000 800,000 - 800,000 287,425 - 512,575
M2210 CW Municipal Cemetery Reno 600,000 600,000 - 600,000 141,700 49,437 408,863
Sub-Total 16,758,345 16,758,345 - 16,758,345 7,162,135 100,087 9,496,124
Road and Street Facilities
C2102 Fort Harrison Reconstruction 15,249,666 15,249,666 - 15,249,666 889,050 1,878,627 12,481,989
C2103 Downtown Streetscaping 17,601,407 17,601,407 - 17,601,407 10,988,237 5,422,321 1,190,850
C2105 Mercado - Downtown Gateway 927,795 927,795 - 927,795 927,795 - - C
ENGF200003 Memorial Causeway Bridge Lighting 200,000 200,000 - 200,000 - - 200,000
ENRD180002 Bridge Maintenance & Improve 9,896,497 9,896,497 - 9,896,497 3,975,075 907,881 5,013,541
ENRD180004 Streets and Sidewalks 25,777,514 25,777,514 8,915 25,786,429 17,150,252 984,776 7,651,401 18
ENRD180005 City-Wide Intersection Improve 4,522,907 4,522,907 - 4,522,907 1,199,475 19,591 3,303,841
ENRD180006 Traffic Signals 2,524,534 2,524,534 - 2,524,534 966,836 113,452 1,444,246
ENRD180007 Traffic Safety Infrastructure 1,407,155 1,407,155 22,031 1,429,186 920,241 161,094 347,851 19
G2213 ARPA Streets & Sidewalks 2,000,000 2,000,000 - 2,000,000 - - 2,000,000
Sub-Total 80,107,475 80,107,475 30,946 80,138,421 37,016,962 9,487,742 33,633,718
Airports
94817 Airpark Maintenance & Repair 364,245 364,245 364,245 312,057 - 52,188
G1901 Replace Hangar C 1,305,000 1,305,000 - 1,305,000 1,264,714 29,765 10,522
G2108 Security System Upgrade 228,000 228,000 - 228,000 175,678 - 52,322
G2306 Apron Relayment 250,000 250,000 1,750,000 2,000,000 - - 2,000,000 20
G2307 Aviation Operation Center - - 300,000 300,000 - - 300,000 21
Sub-Total 2,147,245 2,147,245 2,050,000 4,197,245 1,752,449 29,765 2,415,031
Water Transportation System
93415 Waterway Maintenance 900,000 900,000 - 900,000 703,705 49,630 146,665
Sub-Total 900,000 900,000 - 900,000 703,705 49,630 146,665
25
CAPITAL IMPROVEMENT PROGRAM
PROGRAM & STATUS SUMMARY
MID-YEAR: October 1, 2022 to March 31, 2023
Budget Amended Revised Project Open Available Amend
Description 10/1/23 Prev Qtr Amdmts Budget To Date Encumbrance Balance Status Ref
Actual Expenditures
Parking Facilities
ENPK180001 Parking Lot Resurfacing 808,476 808,476 - 808,476 61,304 - 747,172
ENPK180002 Parking Lot Improvements 2,418,802 1,718,802 (700,000) 1,018,802 731,062 - 287,740 22
ENPK180003 Parking Facilities 4,128,348 4,828,348 - 4,828,348 2,741,604 273,373 1,813,371
ENPK230001 Downtown Parking Garage 10,500,000 10,500,000 700,000 11,200,000 - 1,514,609 9,685,391 23
M2102 Seminole Boat Launch Maint 375,083 528,674 - 528,674 30,892 12,500 485,282
Sub-Total 18,230,709 18,384,301 - 18,384,301 3,564,863 1,800,482 13,018,956
Other Transportation
92842 City Wayfinding Project 2,050,000 2,050,000 - 2,050,000 1,063,589 789,815 196,596
ENGF180002 Downtown Intermodal 924,756 924,756 - 924,756 - - 924,756
ENGF180003 Miscellaneous Engineering 404,146 404,146 - 404,146 265,722 93,295 45,129
ENGF180004 Survey Equipment Replacement 40,288 40,288 - 40,288 - - 40,288
ENGF180013 Imagine Clearwater 84,661,322 84,661,322 - 84,661,322 61,725,385 22,595,912 340,025
Sub-Total 88,080,513 88,080,513 - 88,080,513 63,054,696 23,479,021 1,546,795
Libraries
93527 Books & Other Lib Materials 7,696,601 7,696,601 - 7,696,601 7,682,646 127 13,827
93530 Consolidated Eastside/SPC Libr 5,430,000 5,430,000 - 5,430,000 5,300,608 - 129,392
93532 Libr Maker Space Maint. & Up 282,560 282,560 - 282,560 226,185 367 56,008
93534 Library FF&E Repair & Replace 465,000 465,000 - 465,000 167,898 50 297,052
94861 Library Technology 1,550,000 1,550,000 - 1,550,000 1,321,171 - 228,829
C2211 Main Library Renovation 1,350,000 1,350,000 - 1,350,000 - - 1,350,000
Sub-Total 16,774,161 16,774,161 - 16,774,161 14,698,508 545 2,075,108
Parks & Recreation93133Park Land Acquisition 1,977,351 1,977,351 - 1,977,351 1,968,186 3,200 5,965 93272 Bicycle Paths-Bridges 5,620,232 5,620,232 - 5,620,232 4,270,434 47,377 1,302,421
93602 Sp Events Equip Rep & Rplcmnt 410,000 410,000 - 410,000 323,389 - 86,611
93618 Miscellaneous Park & Rec Contract 1,185,000 1,185,000 - 1,185,000 599,852 308,236 276,912
93646 Rest Rm Expan-Barefoot Bch House 520,950 520,950 - 520,950 518,374 750 1,826
93667 Del Oro Park Renovations 2,686,000 2,686,000 - 2,686,000 2,431,306 240,062 14,632
C1904 Ruth Eckerd Hall 8,500,000 8,500,000 - 8,500,000 7,000,000 - 1,500,000
C2002 Ed Wright/Norton Park Renovations 839,110 855,272 - 855,272 - - 855,272
C2202 Long Center Major Reno 7,000,000 7,000,000 - 7,000,000 79,392 - 6,920,608
C2209 Neighborhood Park Renovations 400,000 400,000 - 400,000 - - 400,000
G2218 ARPA State Street Park Impv 700,000 700,000 - 700,000 - - 700,000
L1901 P&R Vehicle and Equip Additions 546,210 546,210 - 546,210 520,438 - 25,772 M2206 Parks & Beautification R&R 1,925,690 2,004,890 - 2,004,890 484,677 267,805 1,252,409
ENGF180007 Phillip Jones Park Renovations 224,726 224,726 - 224,726 64,044 54 160,628
Sub-Total 32,535,269 32,630,631 - 32,630,631 18,260,091 867,484 13,503,057
Cultural Services
A1901 Miscellaneous Minor Public Art 227,079 227,079 - 227,079 107,133 17,700 102,246
A2201 Cultural Arts Plan 85,000 85,000 - 85,000 15,085 - 69,915
Sub-Total 312,079 312,079 - 312,079 122,218 17,700 172,160
26
CAPITAL IMPROVEMENT PROGRAM
PROGRAM & STATUS SUMMARY
MID-YEAR: October 1, 2022 to March 31, 2023
Budget Amended Revised Project Open Available Amend
Description 10/1/23 Prev Qtr Amdmts Budget To Date Encumbrance Balance Status Ref
Actual Expenditures
Special Recreation Facilities
93410 Clwr Harbor Marina Maint R&R 447,500 447,500 - 447,500 377,502 - 69,998
93420 Fuel System R & R 272,752 272,752 - 272,752 164,764 - 107,987
93499 Pier 60/Sailing Center Maint 471,952 471,952 - 471,952 374,015 - 97,937
93642 Phillip-Jones Restroom/Concess 456,944 449,932 - 449,932 449,932 - (0) C
93650 Crest Lake Park Improvement 7,709,222 7,709,222 - 7,709,222 7,709,222 - - C
C1905 Beach Marina Upgrade 15,992,258 15,992,258 - 15,992,258 687,868 927,095 14,377,296
C1906 Clw Harbor Marina Repl & Up 2,795,695 2,795,695 - 2,795,695 1,194,576 1,488,970 112,149
C2001 Athletic Flds & Fac Reno/Improve 8,500,000 8,500,000 - 8,500,000 - - 8,500,000
C2204 Soccer Reno EC Moore 100,000 100,000 - 100,000 - - 100,000
C2205 Enterprise Dog Park 260,000 250,849 - 250,849 250,849 - - C
C2210 Sailing Center Dock Replacement 732,852 732,852 - 732,852 594,320 133,902 4,630
C2213 Athletic Field Shade Structures 700,000 770,000 - 770,000 722,595 - 47,406
M1902 Marine Fac Maint Dock R&R 614,970 614,970 - 614,970 444,690 22,990 147,290
M2204 Carpenter & BayCare R&R 2,404,483 2,404,483 - 2,404,483 1,127,419 94,029 1,183,035
M2205 Recreation Center R&R 1,218,101 1,218,101 - 1,218,101 195,731 170,059 852,311
M2207 Athletic Field R&R 1,367,568 1,367,568 - 1,367,568 145,426 1,876 1,220,265
M2208 Beach Walk/Pier 60 Park R&R 1,498,735 1,498,735 - 1,498,735 709,943 707,193 81,599
Sub-Total 45,543,031 45,596,868 - 45,596,868 15,148,852 3,546,114 26,901,902
TOTAL ALL PROJECTS 1,131,354,643 1,135,028,924 1,087,961 1,136,116,886 690,772,110 117,972,180 327,372,596
27
Increase/
Amdmt Program (Decrease)Intrafund Net BudgetNumberNumberAmountTransfer Amount Description Amendment
Public Safety Programs
Foreclosure Registry - Nuisance Abatement
1 98609 3,400
To record a budget increase of $3,400.00 which represents
foreclosure registry fees collected to date to bring the budget
in line with actual receipts.3,400
Police Extra Duty
2 99215 343,167
To record a budget increase of $343,167.00 in police service
revenue to bring the budget in line with actual receipts.343,167
Police Education Fund
3 99317 7,194
To record a budget increase of $7,193.50 in police education
fine revenue which will bring the budget in line with actual
receipts.7,194
Investigative Costs Recovery
4 99329 36,614
To record a budget increase of $36,613.80 in fines,forfeitures
and penalties revenue to bring the budget in line with actual
receipts. 36,614
Florida Contraband Forfeiture Fund
5 99330 32,819
To record a budget increase of $32,819.00 in fines,forfeitures
and penalties revenue which will bring the budget in line with
actual receipts.32,819
Vehicle Replacement Fund
6 99350 35,879
To record a budget increase representing a transfer of
$35,879.00 from 99215,Police Extra Duty.This represents
revenue collected for vehicle usage on extra duty jobs.35,879
Crime Prevention Program
7 99364 1,250
To record a budget increase of $1,250.00 in donation
revenues. This will bring the budget in line with actual receipts.1,250
Federal Forfeiture Sharing
8 99387 54,419
To record an increase of $54,418.90 in grant revenues from
the US Department of Justice which will bring the budget in
line with actual receipts.54,419
Mental Health Co-Responder Team
9 P2101 4,500
To record a budget increase of $4,500 of General Fund
revenues transferred from the Police Department as approved
by the Council on April 20, 2023.4,500
Special Program Fund
Mid-Year Amendments
FY 2022/23
28
Increase/
Amdmt Program (Decrease)Intrafund Net BudgetNumberNumberAmountTransfer Amount Description Amendment
Special Program Fund
Mid-Year Amendments
FY 2022/23
Public Safety Programs (continued)
DEA Overtime Reimbursement
10 P2201 15,000
To record a budget increase of $15,000.00 in reimbursement
revenue from the Drug Enforcement Agency (DEA)to account
for special duty assignments.15,000
FBI Overtime Reimbursement
11 P2203 15,000
To record a budget increase of $15,000.00 in reimbursement
revenue from the Federal Bureau of Investigation (FBI)to
account for special duty assignments.15,000
Secret Service Overtime Reimbursement
12 P2204 15,000
To record a budget increase of $15,000.00 in reimbursement
revenue from the US Secret Services Agency to account for
special duty assignments.15,000
The Sound Acoustic Study - NEW PROGRAM
13 P2301 168,500
To establish the program and record a transfer from General
Fund revenues of $168,500.00 as approved by Council on May
18, 2023.168,500
Public Safety Program
Totals:732,741 - 732,741
Physical Environment Programs
Tree Replacement Program
14 99970 8,472
To record a budget increase of $8,472.00 in fines,forfeiture
and penalties revenue to bring the budget in line with actual
receipts.8,472
Physical Environment Program
Totals:8,472 - 8,472
29
Increase/
Amdmt Program (Decrease)Intrafund Net BudgetNumberNumberAmountTransfer Amount Description Amendment
Special Program Fund
Mid-Year Amendments
FY 2022/23
Culture and Recreation Programs
Library - Machan Estate - NEW PROGRAM
15 C2303 1,176,297
To establish the program and record a budget increase of
$1,176,297.43 in donation revenues received from the Machan
Estate.1,176,297
Clearwater for Youth Grants
16 G1907 8,232
To record a budget increase of $8,231.84 in donation revenue
for youth programs at North Greenwood which will bring the
budget in line with actual receipts.8,232
Special Events
17 PRSE190001 33,993
To record budget increase of $24,392.00 in reimbursement
revenue and $9,600.96 in sales revenue to bring the budget in
line with actual receipts.33,993
Special Events @ Coachman Park - NEW PROGRAM
18 PRSE230001 610,620
To establish the program and record transfers of General Fund
revenues of $482,000.00 for grand opening events approved
by Council on March 16,2023 and $128,620.00 for public
safety costs at grand opening events approved by Council on
May 4, 2023.610,620
Culture and Recreation Program
Total:1,829,142 - 1,829,142
2,570,355 - 2,570,355
Intrafund/Interfund Transfers
Police Extra Duty
99215 35,879
To record a transfer of $35,879.00 to 99350,Vehicle
Replacement,representing revenue collected for vehicle usage
on extra duty jobs.
Total Interfund Transfers:35,879
Total Budget
Increase/(Decrease):
30
SPECIAL PROGRAM STATUS SUMMARY
MID YEAR REVIEW: October 1, 2022 to March 31, 2023
Actual Expenditures
Budget Amended Revised Project Open Available Amend
Description Budget Prev Qtr Amdmt Budget To Date Encumbr Balance Status Ref
GENERAL GOVERNMENT PROGRAMS
99857 Stimulus - Elctrnc Plan Submittal & Rev 289,000 289,000 - 289,000 149,927 - 139,073
99928 Nagano Sister City Program 378,899 378,899 - 378,899 206,337 - 172,561
M1913 Lien Foreclosure Program 850,984 1,169,784 - 1,169,784 516,683 - 653,101
M2101 Planning Studies Fund 1,025,000 1,025,000 - 1,025,000 380,383 42,542 602,075
Sub-Total 2,543,883 2,862,683 - 2,862,683 1,253,331 42,542 1,566,811
PUBLIC SAFETY PROGRAMS
98609 Foreclosure Registry-Nuisance Abtmnt 170,800 177,200 3,400 180,600 22,163 - 158,438 1
98610 Hurricane Irma 3,918,686 3,918,686 - 3,918,686 2,706,118 - 1,212,567
99215 Police Extra Duty 6,161,622 6,851,237 343,167 7,194,404 7,132,675 2,674 59,056 2
99279 Police Recruitments 261,010 261,010 - 261,010 103,352 - 157,658
99281 Fed Forfeitures - Treasury 195,885 196,485 - 196,485 120,171 40,408 35,906
99316 Police Volunteers 168,519 183,519 - 183,519 148,210 - 35,308
99317 Police Education Fund 1,445,364 1,456,095 7,194 1,463,289 1,304,567 - 158,721 3
99329 Investigative Recovery Costs 2,939,457 2,989,144 36,614 3,025,757 2,759,093 14,410 252,254 4
99330 FL Contraband Forfeiture Fund 1,158,234 1,249,539 32,819 1,282,358 1,181,028 - 101,330 5
99350 Vehicle Replacement Fund 771,971 823,769 35,879 859,648 528,097 - 331,551 6
99356 Safe Neighborhood Program 1,441,203 1,461,203 - 1,461,203 1,398,788 - 62,414
99364 Crime Prevention Program 241,674 245,774 1,250 247,024 236,091 7,500 3,434 7
99387 Federal Forfeiture Sharing 2,504,602 2,527,585 54,419 2,582,003 2,106,139 - 475,865 8
99927 Emergency Operations 4,328,870 4,328,870 - 4,328,870 3,266,670 - 1,062,200
99982 EMS Incentive/Recognition 69,700 69,700 - 69,700 41,088 - 28,612
D2001 COVID-19 Prep & Response 1,981,240 1,981,240 - 1,981,240 649,074 - 1,332,166
G2110 Pedestrian/Bicycle Safety Grant 2022 46,455 46,455 - 46,455 42,537 - 3,918
G2208 Pedestrian/Bicycle Safety Grant 2023 - 21,836 - 21,836 16,323 - 5,514
P1801 School Resource Officers 2,266,427 2,922,016 - 2,922,016 2,544,890 - 377,126
P2002 Police Body Worn Camera Program 882,922 882,922 - 882,922 812,924 225 69,773
P2101 Mental Health Co-Responder Team 393,800 393,800 4,500 398,300 287,525 - 110,775 9
P2201 DEA OT Reimbursement Program 20,000 20,000 15,000 35,000 32,435 - 2,565 10
P2202 ESST OT Reimbursement Program 2,000 2,000 - 2,000 1,353 - 647
P2203 FBI OT Reimbursement Program 20,000 20,000 15,000 35,000 30,392 - 4,608 11
P2204 Secret Service OT Reimb Program 20,000 20,000 15,000 35,000 29,380 - 5,620 12
P2301 The Sound Acoustic Study - - 168,500 168,500 - - 168,500 13
Sub-Total 31,410,441 33,050,084 732,741 33,782,825 27,501,083 65,218 6,216,525
PHYSICAL ENVIRONMENT PROGRAMS
99970 Tree Replacement Program 1,996,074 2,026,602 8,472 2,035,074 1,034,508 21,925 978,641 14
Sub-Total 1,996,074 2,026,602 8,472 2,035,074 1,034,508 21,925 978,641
ECONOMIC ENVIRONMENT PROGRAMS
99802 Brownfield Revolving Loan 1,216,732 1,216,732 - 1,216,732 420,381 - 796,351
99846 Economic Development - QTI 166,879 166,879 - 166,879 71,591 - 95,288
G2010 CDBG-CV Fund 1,549,338 1,549,338 - 1,549,338 405,837 493,558 649,943
G2011 Back to Business Grant Program 3,550,000 3,550,000 - 3,550,000 1,427,498 2,122,502
G2101 Public Facilities 2021 690,825 690,825 - 690,825 564,503 - 126,322
M2009 Afford Housing & Comm Development 290,853 290,853 - 290,853 16,913 - 273,940
M2105 ED Strategic Plan 153,896 153,896 - 153,896 - - 153,896
G2201 Public Facilities 2022 670,471 670,471 - 670,471 470,627 92,267 107,577
G2202 Economic Development 2022 110,246 110,246 - 110,246 72,603 608 37,036
G2203 Program Administration 2022 211,771 211,771 - 211,771 184,525 1,525 25,721
G2205 Public Services 2022 233,512 233,512 - 233,512 192,825 - 40,687
G2207 Brownfield MAC Grant - 300,000 - 300,000 10,679 68,207 221,114
G2209 Duke Energy ED Grant 25,000 25,000 - 25,000 22,200 - 2,800
31
SPECIAL PROGRAM STATUS SUMMARY
MID YEAR REVIEW: October 1, 2022 to March 31, 2023
Actual Expenditures
Budget Amended Revised Project Open Available Amend
Description Budget Prev Qtr Amdmt Budget To Date Encumbr Balance Status Ref
- -
ECONOMIC ENVIRONMENT PROGRAMS (CONTINUED)- -
G2210 ARPA North Greenwood CRA 5,000,000 5,000,000 - 5,000,000 - - 5,000,000
G2212 ARPA Affordable Housing 3,300,000 3,300,000 - 3,300,000 141,306 - 3,158,694
G2219 ARPA Business Incubator 250,000 250,000 - 250,000 - - 250,000
G2301 Public Facilities 2023 636,582 636,582 - 636,582 3,300 353,107 280,175
G2302 Economic Development 2023 460,575 460,575 - 460,575 3,400 96,600 360,575
G2303 Program Administration 2023 179,495 179,495 - 179,495 2,166 31,597 145,733
G2304 Infill Housing 2023 135,000 135,000 - 135,000 - - 135,000
G2305 Public Services 2023 134,621 134,621 - 134,621 33,845 70,776 30,000
Sub-Total 18,965,797 19,265,797 - 19,265,797 4,044,198 1,208,244 14,013,355
HUMAN SERVICES PROGRAMS
98601 Next Steps to Better Nutrition 9,000 9,000 - 9,000 6,671 - 2,329
98607 Senior Citizens Services - Trips 14,000 14,000 - 14,000 13,960 - 40
99562 HUD Special Education 30,000 30,000 - 30,000 27,600 - 2,400
99844 United Way 18,080 18,080 - 18,080 12,431 - 5,649
99869 Health Prevention Program 190,269 190,269 - 190,269 180,134 - 10,135
G2107 JWB Youth Programming 1,196,323 1,665,220 - 1,665,220 1,012,870 - 652,350
G2215 ARPA Pinellas Community Foundation 1,000,000 1,000,000 - 1,000,000 112,748 887,252 -
G2216 ARPA Non-profit Grants 1,000,000 1,000,000 - 1,000,000 - - 1,000,000
G2217 ARPA Education Grants & Partnerships 750,000 750,000 - 750,000 - - 750,000
M2209 Opioid Settlement Funds - 135,281 - 135,281 - - 135,281
Sub-Total 4,207,672 4,811,850 - 4,811,850 1,366,414 887,252 2,558,185
CULTURE AND RECREATION PROGRAMS
98608 Clark-Turner Trust (Library)106,077 106,077 - 106,077 - 106,077
99910 Library Special Account 910,161 940,394 - 940,394 903,656 - 36,738
C2303 Library - Machan Estate - - 1,176,297 1,176,297 - - 1,176,297 15
G1907 Clearwater for Youth Grants 70,095 70,095 8,232 78,327 42,989 - 35,338 16
PRSE190001Special Events 2,899,058 3,014,258 33,993 3,048,251 2,899,044 - 149,206 17
PRSE230001Special Events @ Coachman Park - - 610,620 610,620 - - 610,620 18
Sub-Total 3,985,391 4,130,824 1,829,142 5,959,966 3,845,690 - 2,114,276
TOTAL ALL PROJECTS 63,109,258 66,147,840 2,570,355 68,718,196 39,045,224 2,225,179 27,447,793
32
City of Clearwater
SPECIAL DEVELOPMENT FUND
Mid-Year
FY 2022/23
Increase/
(Decrease)Description
Revenues
Allocation of Assigned Fund Balance -
No Amendments are proposed to Special
Development Fund revenues at mid-year.
-$ Net Revenue Amendments
Expenditures
Transfer to Capital Improvement Fund -
No Amendments are proposed to Special
Development Fund expenditures at mid-year.
-$ Net Expenditure Amendments
33
SPECIAL REVENUE FUNDS
Mid-Year: October 1, 2022 - March 31, 2023
Original First Quarter Mid Year
Budget Amended Budget Amended Budget
2022/23 2022/23 2022/23 Amendments
Revenues:
Ad Valorem Taxes 4,050,410 4,050,410 4,050,410 -
Infrastructure Tax 16,441,000 16,441,000 16,441,000 -
Interest Earnings 450,000 450,000 450,000 -
Multi-Modal Impact Fees 140,000 140,000 140,000 -
Local Option Gas Tax 1,327,150 1,327,150 1,327,150 -
Allocation of Assigned Fund Balance 6,507,630 6,586,830 6,586,830 -
28,916,190 28,995,390 28,995,390 -
Expenditures:
Transfer to Capital Improvement Fund
Road Millage 4,050,410 4,050,410 4,050,410 -
Infrastructure Tax 22,948,630 22,948,630 22,948,630 -
Recreation Facility Impact Fees - 79,200 79,200 -
Multi-Modal Impact fees 140,000 140,000 140,000 -
Local Option Gas Tax 1,327,150 1,327,150 1,327,150 -
28,466,190 28,545,390 28,545,390 -
Revenues:
CDBG/Home Funds 897,475 897,475 897,475 -
Interest Earnings 125,000 133,091 133,091 -
Intergovernmental Revenue - 1,267,147 1,366,566 99,419
Charges for Service Revenue - 696,016 1,042,583 346,567
Judgments, Fines and Forfeit Revenue - 498,680 583,779 85,098
Miscellaneous Revenue - 169,614 1,389,387 1,219,772
Transfers from General Fund:- - 779,120 779,120
Sister City Program 37,380 37,380 37,380 -
Planning Study Fund 275,000 275,000 275,000 -
United Way Campaign Fund 1,500 1,500 1,500 -
Special Events 70,000 185,200 185,200 -
Police Recruitments 30,000 30,000 30,000 -
Police Mental Health Co-Responder T 143,200 143,200 147,700 4,500
Transfers from Special Programs - 283,834 319,713 35,879
1,579,555 4,618,138 7,188,493 2,570,355
SPECIAL PROGRAM FUND
SPECIAL DEVELOPMENT FUND
34
SPECIAL REVENUE FUNDS
Mid-Year: October 1, 2022 - March 31, 2023
Original First Quarter Mid Year
Budget Amended Budget Amended Budget
2022/23 2022/23 2022/23 Amendments
Expenditures:
General Government 312,380 631,180 631,180 -
Public Safety 173,200 1,812,843 2,545,585 732,741
Physical Environment - 30,528 39,000 8,472
Economic Environment 498,117 798,117 798,117 -
Human Services 1,500 605,678 605,678 -
Culture and Recreation 70,000 215,433 2,044,575 1,829,142
Interfund Transfers 399,358 399,358 399,358 -
Transfer to Capital Fund 50,000 50,000 50,000 - 1,504,555 4,543,138 7,113,493 2,570,355
Revenues:
HOME Investment Partnerships 509,528 509,528 509,528 -
State Housing Initiatives Partnerships 781,532 781,532 781,532 -
Total - HOME/SHIP Funds 1,291,060 1,291,060 1,291,060 -
Expenditures:
Economic Environment 988,161 988,161 988,161
Interfund Transfers 302,899 302,899 302,899
Total - HOME/SHIP Programs 1,291,060 1,291,060 1,291,060 -
OTHER HOUSING ASSISTANCE FUNDS
SPECIAL PROGRAM FUND (continued)
35
ADMINISTRATIVE CHANGE ORDERS
Mid - Year Review
FY 2022/23
36
In accordance with City of Clearwater Code Section 2.554(6), the City Manager may approve and execute
change orders without City Council approval within certain limitations.
The following change orders have been administratively approved since the last report to the Council based
on the code specified criteria:
1. The city manager may increase any contract up to a total award of one hundred thousand
dollars ($100,000.00).
2. The city manager may approve any increase of contract up to a maximum of ten percent
(10%) over the most recent award of the city council.
3. No contract price increase shall be approved unless sufficient funds are available for such
purpose.
4. Contract price decreases may be approved without limitation.
5. The time for completion may be extended up to ninety (90) days, in any one change or
cumulatively for the same project, beyond the most recent city council approved
completion time.
*****
There were no change orders at mid-year that meet the guidelines above.
40 Ordinance #9688-23
ORDINANCE NO. 9688-23 AN ORDINANCE OF THE CITY OF CLEARWATER,
FLORIDA, AMENDING THE CAPITAL IMPROVEMENT
BUDGET FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2023, TO REFLECT AN INCREASE OF $1,087,961 PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Capital Improvement Budget for the fiscal year ending
September 30, 2023 was adopted by Ordinance No. 9616-22; and WHEREAS, Section 2.519 of the Clearwater Code authorizes the City Council to provide for the expenditure of money for proper purposes not contained in the budget as
originally adopted due to unforeseen circumstances or emergencies arising during the
fiscal year; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA;
Section 1. Section 1 of Ordinance No. 9616-22 is amended to read: Pursuant to the Mid-Year Amended Capital Improvement Program Report and estimated budget for the fiscal year beginning October 1, 2022,
and ending September 30, 2023, a copy of which is on file with the City
Clerk, the City Council hereby adopts a Mid-Year Amended budget for the capital improvement fund for the City of Clearwater, a copy of which is attached hereto as Exhibit A.
Section 2. This ordinance shall take effect immediately upon adoption.
PASSED ON FIRST READING _____________________ PASSED ON SECOND AND FINAL _____________________ READING AND ADOPTED
___________________________
Brian J. Aungst Sr., Mayor Approved as to form: Attest:
______________________________ ____________________________ David Margolis, City Attorney Rosemarie Call, City Clerk
First Qtr.Mid-Year
Original Amended Amended
Budget Budget Budget
2022/23 2022/23 2022/23 Amendments
Other General Government 22,981,700 22,972,902 23,112,902 140,000
Police Protection 305,000 305,000 305,000 -
Fire Protection 1,044,250 1,001,616 1,001,616 -
Fire Rescue Services 538,000 580,634 580,634 -
Gas Utility Services 13,625,000 13,775,913 13,803,831 27,918
Solid Waste Services 450,000 265,000 239,646 (25,354)
Water-Sewer Services 30,500,040 33,914,415 32,778,867 (1,135,548) Flood Protection/Stormwater Mgmt 6,958,010 6,958,010 6,958,010 - Other Physical Environment 570,000 570,000 570,000 -
Road and Street Facilities 10,451,650 10,451,650 10,482,596 30,946
Airports 275,000 275,000 2,325,000 2,050,000
Water Transportation Systems 150,000 150,000 150,000 -
Parking Facilities 11,179,000 11,332,591 11,332,591 -
Other Transportation 56,500 56,500 56,500 -
Libraries 735,000 735,000 735,000 -
Parks & Recreation 4,065,000 4,160,363 4,160,363 - Cultural Services 40,000 40,000 40,000 - Special Recreation Facilities 21,338,030 21,391,867 21,391,867 -
TOTAL PROJECT EXPENDITURES 125,262,180 128,936,461 130,024,423 1,087,961
GENERAL SOURCES:
General Operating Revenue 14,819,980 14,819,980 14,819,980 -
Penny for Pinellas 22,948,630 22,948,630 22,948,630 -
Road Millage 4,050,410 4,050,410 4,050,410 -
Local Option Gas Tax 1,327,150 1,327,150 1,327,150 -
Grants 200,000 662,000 1,166,452 504,452 County Fire Reimbursements 340,170 340,170 340,170 - Other Governmental - 2,952,375 2,952,375 -
Special Program Fund 50,000 50,000 50,000 -
Multi-Modal Impact Fee 140,000 140,000 140,000 -
Recreation Facility Impact Fee - 79,200 79,200 -
Donations - 70,000 70,000 -
Other - 21,156 21,156 -
Reimbursements - - 170,946 170,946
EXHIBIT A
CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEAR 2022/23
41 Ordinance # 9688-23
First Qtr.Mid-Year
Original Amended Amended
Budget Budget Budget
2022/23 2022/23 2022/23 Amendments
EXHIBIT A
CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEAR 2022/23
SELF SUPPORTING FUNDS: Parking Revenue 11,295,000 11,448,591 11,448,591 -
Marine Revenue 1,400,000 1,400,000 1,400,000 -
Clearwater Harbor Marina Revenue 175,000 175,000 175,000 -
Airpark Revenue 75,000 75,000 485,000 410,000
Water Revenue 10,606,750 10,606,750 10,606,750 -
Sewer Revenue 11,691,790 11,691,790 11,691,790 -
Utility R&R 12,225,590 12,225,590 12,225,590 Water Impact Fees 160,000 160,000 160,000 - Sewer Impact Fees 50,000 50,000 50,000 -
Stormwater Utility Revenue 6,958,010 6,958,010 6,958,010 -
Gas Revenue 13,625,000 13,775,913 13,803,831 27,918
Solid Waste Revenue 450,000 450,000 450,000 -
INTERNAL SERVICE FUNDS:
Garage Revenue 260,000 260,000 260,000 - Administrative Services Revenue 1,900,000 1,900,000 1,900,000 - General Services Revenue 100,000 100,000 100,000 -
Central Insurance Revenue 172,000 172,000 172,000 -
-
BORROWING - GENERAL SOURCES:
Lease Purchase - General Fund - - - -
BORROWING - SELF SUPPORTING FUNDS: Lease Purchase - Solid Waste/Recycling - (185,000) (210,354) (25,354)
BORROWING - INTERNAL SERVICE FUNDS:
Lease Purchase - Garage 9,791,700 9,761,746 9,761,746 -
Lease Purchase - Administrative Services 450,000 450,000 450,000 -
TOTAL ALL FUNDING SOURCES:125,262,180 128,936,461 130,024,423 1,087,961
42 Ordinance # 9688-23
Ordinance #9687-23 37
ORDINANCE NO. 9687-23 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE OPERATING BUDGET FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2023 TO REFLECT INCREASES AND DECREASES IN REVENUES AND
EXPENDITURES FOR THE GENERAL FUND, SPECIAL PROGRAM FUND, SOLID WASTE & RECYCLING FUND, AND AIRPARK FUND AS PROVIDED HEREIN; PROVIDING AN EFFECTIVE DATE.
WHEREAS, the budget for the fiscal year ending September 30, 2023, for operating purposes, including debt service, was adopted by Ordinance No. 9615-22; and WHEREAS, at the mid-year review it was found that an increase of $3,716,475 is
necessary for revenues and an increase of $4,116,475 is necessary for expenditures; and WHEREAS, a summary of the amended revenues and expenditures is attached hereto and marked Exhibit A; and
WHEREAS, Section 2.519 of the Clearwater Code authorizes the City Council to provide for the expenditure of money for proper purposes not contained in the budget as originally adopted due to unforeseen circumstances or emergencies arising during the fiscal
year; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA:
Section 1. Section 1 of Ordinance No. 9615-22 is amended to read: Pursuant to the Amended City Manager's Annual Report and estimate for the fiscal year beginning October 1, 2022 and ending September 30, 2023 a copy, of which is on file with the City Clerk, the City Council hereby adopts an
amended budget for the operation of the City, a copy of which is attached hereto as Exhibit A. Section 2. This ordinance shall take effect immediately upon adoption.
PASSED ON FIRST READING _________________________ PASSED ON SECOND AND FINAL _________________________ READING AND ADOPTED
_______________________________ Brian J. Aungst Sr., Mayor
Approved as to form: Attest:
_______________________________ ________________________________ David Margolis, City Attorney Rosemarie Call, City Clerk
EXHIBIT A EXHIBIT A
2022-23 BUDGET REVENUE 2022-23 BUDGET REVENUE
First
Quarter Mid-Year
Budgeted Amended Amended
Revenues Budget Budget
2022/23 2022/23 2022/23 Amendments
General Fund:
Ad Valorem Taxes 80,964,710 80,964,710 80,964,710 -
Utility Taxes 17,890,000 17,890,000 17,890,000 -
Local Option, Fuel & Other Taxes 6,430,000 6,430,000 6,430,000 -
Franchise Fees 11,000,000 11,000,000 11,000,000 -
Other Permits & Fees 3,908,500 3,908,500 3,908,500 -
Intergovernmental Revenues 28,768,720 28,768,720 28,768,720
Charges for Services 17,218,270 17,218,270 17,218,270 -
Judgments, Fines & Forfeitures 1,439,000 1,439,000 1,439,000 -
Miscellaneous Revenues 3,512,758 3,512,758 3,512,758 -
Transfers In 12,497,802 12,497,802 12,497,802 -
Transfer (to) from Reserves - 10,870 789,990 779,120
Total, General Fund 183,629,760 183,640,630 184,419,750 779,120
Special Revenue Funds:
Special Development Fund 28,916,190 28,995,390 28,995,390 -
Special Program Fund 1,579,555 4,618,138 7,188,493 2,570,355
Local Housing Asst Trust Fund 1,291,060 1,291,060 1,291,060 -
Utility & Other Enterprise Funds:
Water & Sewer Fund 106,880,100 106,880,100 106,880,100 -
Stormwater Utility Fund 17,714,840 17,714,840 17,714,840 -
Solid Waste & Recycling Fund 30,381,600 30,381,600 30,381,600 -
Gas Fund 59,832,340 59,832,340 59,832,340 -
Airpark Fund 406,990 406,990 773,990 367,000
Marine Fund 7,038,640 7,038,640 7,038,640 -
Clearwater Harbor Marina 1,003,610 1,003,610 1,003,610 -
Parking Fund 18,867,130 18,867,130 18,867,130 -
Internal Service Funds:
Administrative Services Fund 16,150,270 16,150,270 16,150,270 -
General Services Fund 6,498,650 6,498,650 6,498,650 -
Garage Fund 19,533,130 19,533,130 19,533,130 -
Central Insurance Fund 35,753,700 35,753,700 35,753,700 -
Total, All Funds 535,477,565 538,606,218 542,322,693 3,716,475
38 Ordinance #9687-23
EXHIBIT A (Continued) EXHIBIT A (Continued)
2022-23 BUDGET EXPENDITURES 2022-23 BUDGET EXPENDITURES
First
Quarter Mid-Year
Original Amended Amended
Budget Budget Budget
2022/23 2022/23 2022/23 Amendments
General Fund:
City Council 459,136 525,486 533,486 8,000
City Manager's Office 1,032,745 1,032,745 1,032,745 -
City Attorney's Office 2,549,409 2,560,279 2,560,279 -
City Audit 372,930 372,930 372,930 -
City Clerk 1,274,878 1,274,878 1,274,878 -
CRA Administration 691,422 691,422 691,422 -
Economic Development & Housing 2,019,501 1,954,501 1,954,501 -
Finance 2,938,832 2,938,832 2,938,832 -
Fire 33,798,143 33,798,143 33,798,143 -
Human Resources 2,233,506 2,233,506 2,233,506 -
Library 9,445,675 9,445,675 9,445,675 -
Non-Departmental 11,763,576 11,697,226 12,476,346 779,120
Office of Innovation 899,534 899,534 891,534 (8,000)
Parks & Recreation 38,162,462 39,337,937 39,337,937 -
Planning & Development 7,605,355 7,605,355 7,605,355 -
Police 53,505,918 53,505,918 53,505,918 -
Public Communications 1,573,275 1,573,275 1,573,275 -
Public Utilities 412,520 412,520 412,520 -
Public Works 12,890,943 11,780,468 11,780,468 -
Total, General Fund 183,629,760 183,640,630 184,419,750 779,120
Special Revenue Funds:
Special Development Fund 28,466,190 28,545,390 28,545,390 -
Special Program Fund 1,504,555 4,543,138 7,113,493 2,570,355
Local Housing Asst Trust Fund 1,291,060 1,291,060 1,291,060 -
Utility & Other Enterprise Funds:
Water & Sewer Fund 100,828,010 100,828,010 100,828,010 -
Stormwater Utility Fund 16,791,710 16,791,710 16,791,710 -
Solid Waste & Recycling Fund 28,437,980 28,737,980 29,137,980 400,000
Gas Fund 59,832,340 59,832,340 59,832,340 -
Airpark Fund 406,990 406,990 773,990 367,000
Marine Fund 7,038,640 7,038,640 7,038,640 -
Clearwater Harbor Marina 1,003,610 1,003,610 1,003,610 -
Parking Fund 18,867,130 18,867,130 18,867,130 -
Internal Service Funds:
Administrative Services Fund 16,069,230 16,069,230 16,069,230 -
General Services Fund 6,462,980 6,462,980 6,462,980 -
Garage Fund 19,470,400 19,470,400 19,470,400 -
Central Insurance Fund 35,752,330 35,752,330 35,752,330 -
Total, All Funds 525,852,915 529,281,568 533,398,043 4,116,475
39 Ordinance #9687-23
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0744
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: City Manager Verbal
Report
In Control: Council Work Session
Agenda Number: 15.1
SUBJECT/RECOMMENDATION:
Recycling Update
SUMMARY:
APPROPRIATION CODE AND AMOUNT:
USE OF RESERVE FUNDS:
Page 1 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0791
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Council Discussion
Item
In Control: Council Work Session
Agenda Number: 17.1
SUBJECT/RECOMMENDATION:
Name new city hall after William B. Horne II
SUMMARY:
APPROPRIATION CODE AND AMOUNT:
USE OF RESERVE FUNDS:
Page 1 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0822
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Council Discussion
Item
In Control: Council Work Session
Agenda Number: 17.2
SUBJECT/RECOMMENDATION:
Wet Zone for 400 and 500 Cleveland Street and Coachman Park - Councilmember Teixeira
SUMMARY:
Page 1 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0827
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Council Discussion
Item
In Control: Council Work Session
Agenda Number: 17.3
SUBJECT/RECOMMENDATION:
Point in Time Count Update - Councilmember Beckman
SUMMARY:
Page 1 City of Clearwater Printed on 7/10/2023
Homeless Leadership
Alliance of Pinellas
tit'Ol-kito,,,:t to pre'vent,, dit.,:ert, Y;1.!,d end howlek.csness
2023
POINT IN TIME NT
Pinellas County, Florida
06.16.2023
Report prepared by T. Freeman Gerhardt II, BA, BS
PhD Candidate
Email: gerhardt®usfedu
You can read the full report here: https://www.pinellashomeless.org/pitdata
1
Executive Summary
Homelessness is a complex problem that affects nearly every community across the United
States (U.S.). The Continuum of Care (CoC) model was established by the Department of
Housing and Urban Development (HUD) to promote partnerships between local -level providers
and coordinate, plan, and pursue strategies to address homelessness. The Homeless Leadership
Alliance of Pinellas, Inc. (HLA) is the lead agency in the Pinellas CoC. HLA organizes a count of
sheltered and unsheltered homeless persons, which occurs on a single night in January. The
count — a national event that CoCs across the U.S. participate in annually — provides key insights
into the scope of homelessness (e.g., prevalence, demographics, and the needs of persons who
experience homelessness). Findings from the count are used to improve targeted outreach
efforts and community planning initiatives. The following summary provides a list of key findings
from the 2023 Pinellas County Point in Time Count.
Sheltered Count
1,498 people were sheltered. Shelters included emergency shelters (n=1,186),
transitional housing (n=254), and safe havens (n=58).
62% identified as male and 38% identified as female.
51% identified as White and 44% identified as Black/African American.
Approximately 16% reported they had a serious mental illness, and approximately 9%
reported they had a substance use disorder.
The household types with the largest number of people experiencing chronic
homelessness were households without children and veteran households without
children.
The total number of sheltered persons has trended downward; however, the total
number of persons who identified as Black/African American has slightly increased.
Unsheltered Count
646 people were identified as experiencing unsheltered homelessness.
The top five self-reported reasons housing was lost included: 1) financial problems/lost
job, 2) family issues, 3) medical/disability issues, 4) eviction, and 5) jail/prison or criminal
history.
17% reported drug use, 38% reported a mental health problem, 38% reported a chronic
disability, and 35% reported a physical disability.
Most persons reported access to health services; however, persons who identified as
Black/African American represented the smallest proportion of persons with access to
health services.
TOTAL SHELTERED/UNSHELTERED: 2,144
2
Pinellas County School Count
Approximately 4% of Pinellas County School students (all ages) were identified as
experiencing homelessness.
Most students experiencing homelessness identified as Black/African American (8.59%).
Students who identified as Black/African American made up the largest number of
students experiencing unsheltered and sheltered homelessness.
TOTAL PCS SCHOOL -AGED CHILDREN EXPERIENCING HOMELESSNESS: 3,768
Introduction
Homelessness is a complex problem that affects every community across the United States
U.S.). In 2022, approximately 600,000 people were homeless throughout the U.S. and nearly
26,000 people were homeless in Florida (National Alliance to End Homelessness, 2023).
Homelessness is associated with several public health and safety consequences including
behavioral health issues (e.g., mental health disorders, substance misuse, suicide, etc.), physical
disabilities, lowered life expectancy, crime (e.g., property offenses), as well as stigma and
victimization (Ayano et al., 2019; Ellsworth, 2019; Tsai & Wilson, 2020). The challenges that local
communities face in addressing homelessness include (1) identifying and engaging all persons at
risk of homelessness, (2) diverting persons at risk of homelessness from the homeless service
system, (3) reducing barriers for individuals/families entering transitional housing, emergency
shelters, safe havens, and other crisis services while stable housing is secured, and (4) providing
tailored assistance to ensure that stable housing can be maintained.
Continuum of Care Model
The Homeless Continuum of Care (CoC) model was established by the Department of Housing
and Urban Development (HUD) to promote partnerships between local -level providers and
funders to coordinate, plan, and pursue strategies to address homelessness. Each CoC includes
an array of diverse community stakeholders/providers within a specified geographic area who
work collaboratively to mitigate homelessness. CoCs across the U.S. conduct a count of
sheltered and unsheltered persons experiencing homelessness, which typically occurs on a
single night in January. The information collected during this count is used to determine federal
funding allocations and inform strategic planning efforts at the local, state, and federal levels.
Pinellas County CoC
The Pinellas CoC, through a memorandum of understanding, has selected the Homeless
Leadership Alliance of Pinellas (HLA) to serve as the lead agency, also known as the
Collaborative Applicant. HLA, as the Collaborative Applicant, is required to conduct a biannual
count of homeless persons within its geographic area and report findings to HUD. The Pinellas
CoC elects to conduct an annual count in order to be a more nimble, responsive system that
utilizes the most accurate data possible. Conducting an annual count also leads to increased
3
funding opportunities for the CoC, provides key insights into the scope of homelessness (e.g.,
prevalence, demographics, and the needs of persons who experience
homelessness),and is used to improve targeted outreach efforts and community planning
initiatives.
Pinellas County, Florida
Approximately 972,852 people reside in Pinellas County, Florida. Pinellas County is the most
densely populated county in Florida with approximately 3,523 persons per square mile (Office
of Economic and Demographic Research, 2023). The population is mostly comprised of persons
who identify as non -Hispanic, White (71.4%), which is substantially higher than the number of
persons who identify as non -Hispanic, White across all of Florida (51.5%). The median housing
costs are also substantially higher in Pinellas County compared to the rest of Florida. For
example, the average home sale price in 2022 was $410,000 in Pinellas County and $385,000
across Florida (Shimberg Center for Housing Studies, 2023). Additionally, there has been a net
decline in available rental units, while the average monthly rent costs have increased (Shimberg
Center for Housing Studies, 2023). Consequently, many homeowners and renters are cost -
burdened (i.e., pay more than 30% of their income) and at risk of eviction/foreclosure.
According to data from 2-1-1 Tampa Bay Cares, Inc., the most requested services in Pinellas
County included requests for housing and shelter (211 Tampa Bay Cares, Inc., 2023).
Methods/Data Collection
Sheltered Data
Sheltered data were obtained during the Housing Inventory Count (HIC). Shelter types include
transitional housing (TH), emergency shelters (ES), and safe havens (SH). Shelter types also
include domestic violence shelters (DVS), which are further classified as TH, ES, or SH. Data are
reported to the Homeless Leadership Alliance of Pinellas through the Homeless Management
Information System (HMIS), which is used to track service utilization and demographic
characteristics of persons experiencing or at risk of homelessness across Pinellas shelters.
Domestic violence shelters do not utilize the HMIS but provided HLA with the requested count
and demographic data.
Unsheltered data. The Point in Time Count and Survey (PIT) was used to count the number of
unsheltered people experiencing homelessness. Approximately, 350 volunteers were deployed.
throughout Pinellas County on January 26th, 2023, to locate and survey individuals experiencing
homelessness. Volunteers included government employees (24.69%); healthcare employees
3.21%); police and fire department employees (10.37%); public transit employees (1.48%);
social workers from community-based behavioral health, housing, and service providers
40.49%); employees from the Department of Veteran Affairs (8.15%); and non- affiliated
volunteers (11.61%). Most surveys were conducted with an electronic tablet or mobile phone,
which allowed the exact latitude/longitude coordinates of survey locations to be tracked.
4
Surveys that were not completed with a mobile device were done via paper and entered
electronically later that day. Therefore, a small number of respondents do not have
latitude/longitude coordinates to identify the location where the survey occurred. Survey
respondents were crossmatched with the HIC dataset of the sheltered population (e.g.,
individuals who resided in TH, ES, SH, or DVS). Individuals identified in the PIT Count who were
also identified in the HIC were classified as sheltered and removed from the PIT dataset.
Pinellas County Schools Data
School data were provided by the Pinellas County School Board (PCSB), which monitors student
homelessness. Student housing information is obtained by each school during enrollment
through the Enrollment Residency Questionnaire (ERQ). The ERQ is a housing questionnaire that
helps determine student eligibility for services provided through the McKinney-Vento Act (see
Appendix A to review the ERQ). Student housing information is also obtained throughout the
school year if school staff are alerted to student housing issues. All student housing information
is uploaded to the Pinellas County School District's student information system, and information
is updated as necessary (e.g., school social workers become alerted to housing instability issues,
etc.). The Department of Education defines homelessness more broadly as a youth who lacks a
fixed and regular nighttime residence and data are collected throughout the year. Therefore,
Pinellas County School data are not included in the HUD homelessness count.
Discussion
On the night of January 26th, 2023, the Pinellas County Point in Time Count identified 2,144
persons who were experiencing sheltered (n=1,498) and unsheltered (n=646) homelessness in
Pinellas County. In addition to the Point in Time Count, 3,768 Pinellas County School students
and 675 persons in the Pinellas County Jail were identified as experiencing homelessness.
Overall, efforts to decrease homelessness in Pinellas County have successfully reduced incidents
of homelessness between 2016-2023, though racial disparities are evident. For example, the
total number of persons experiencing homelessness who identified as White has decreased
since 2016, while the number of persons experiencing homelessness who identified as
Black/African American has increased.
Although Pinellas County is mostly comprised on persons who identify as non -Hispanic, White
71.4%), there was an approximately equal proportion of sheltered persons experiencing
homelessness who identified as Black/African American or White. Additionally, there were a
higher number of persons who identified as Black/African American in emergency shelters and a
higher number of persons who identified as White in transitional housing. When broken down
5
further, sheltered households with at least one child and one adult consisted mostly of persons
who identified as female and/or Black/African American.
Racial disparities were also evident across Pinellas County School students. For example, a
substantially higher proportion of students who were identified as experiencing homelessness
identified as Black/African American. Therefore, efforts should continue to focus on reducing
barriers for minority populations across the Pinellas County CoC.
Limitations
Several limitations are noted. First, the Point in Time Count provides a snapshot of
homelessness from a single day. Therefore, it may not be a completely accurate representation
of homelessness, which tends to fluctuate throughout the year. Second, the unsheltered count
included approximately 350 volunteers, who conducted a physical count within Pinellas County.
Although these volunteers were trained by the Homeless Leadership Alliance of Pinellas, Inc and
represent stakeholders who are familiar with the County, it is not possible to search all regions
or to count all individuals who are homeless due to location and other barriers. For example,
hotspot analyses revealed several areas that did not include any unsheltered people. It is
unclear if this is because there were no unsheltered persons in these locations, if volunteers
were unable to communicate with unsheltered individuals, or if there were too few volunteers
to reach all areas. Furthermore, many volunteers represented police and fire department
officials (10.37%) and government employees (24.69%). It is possible that certain characteristics
e.g., substance use) are under -reported due to fear of legal sanctions or perceived power
imbalances.
6
Recommendations of this Report
Recommendation #1
Enhance the work being done with Built for Zero to detect incidents of homelessness and
promptly connect individuals with housing.
Built for Zero currently provides coaching and guidance to the Pinellas CoC to achieve
Functional Zero. "Functional Zero" means that the average number of people who experience
homelessness per month does not exceed a community's ability to house that many people. For
example, County A will achieve Functional Zero if County A has an average monthly homeless
population of 100 people and has the capacity to house 100 people.
How can Pinellas County enhance their Functional Zero philosophy?
Develop a user-friendly dashboard/website interface to track incidents of homelessness
in real-time. This will allow providers within the CoC to target resources and dynamically
respond/adapt to incidents of homelessness as they emerge.
Establish formal data -sharing agreements between all providers within the CoC —
including those who are not CoC members, such as healthcare entities, but serve
Pinellas County's residents — to share detailed person -specific information. Specific data
points to track include:
Newly identified homeless individuals.
Returned homeless individuals (i.e., people who were previously housed and then
had a new incidence of homelessness re -occur).
People who have been housed and what type of housing they obtained. o Qualitative
data that includes consumer perceptions.
Strengthen case conferencing meetings and practices that involve members of the CoC to
coordinate resources and develop solutions for specific individuals. These meetings should
focus on individuals who frequently utilize services across the CoC (e.g., emergency rooms,
shelters, psychiatric hospitals, etc.) or any individual who contacts a provider within the CoC. To
do this, there should be a CoC wide Standard Operating Procedure for case conferencing using
Built for Zero's best practices, which includes infrastructure to collect and measure individual -
level data (e.g., demographics, number of contacts, etc.). Additionally, there should be a
designated systems-liaison/boundary spanner to facilitate system -wide case conferencing
meetings.
How does a Functional Zero policy align with a person's right to privacy?
CoCs across the United States — including the Pinellas CoC — utilize the Homeless
Management Information System (HMIS) to track service interactions. Communities can
incorporate this into a by -name list to identify individuals/families in need of services.
7
Privacy is key, especially when accessing personal health information. Therefore, it is
important to allow individuals to opt -in. Providers along the CoC should utilize consent
forms that provide authorization to share information across necessary providers in the
CoC (e.g., opportunities to sign release of information forms can be provided along
intercept points across the CoC).
Recommendation #2
Utilize a plain -clothed approach by law enforcement when conducting the unsheltered PIT
Count.
Law enforcement agencies are essential during the PIT Count for several reasons. For example,
law enforcement officers are familiar with hotspot areas as well as individuals and can use their
knowledge to facilitate a more accurate count. Law enforcement officers also help to ensure a
safe count of unsheltered persons by surveying encampments and similar areas. However,
homeless persons are at heightened risk of arrest and may have a history of negative
encounters with law enforcement (Sample & Ferguson, 2020). Although officers volunteering
for the count are not executing arrests while conducting the survey, a plain -clothed approach
might reduce the perceived power imbalance during the survey and improve the accuracy of
responses.
Recommendation #3
Design an advocacy, community outreach, and communications strategic plan with
measurable outcomes to address the stigma towards stable housing initiatives and people
experiencing homelessness.
Permanent supportive housing and similar initiatives have been successful in addressing
homelessness (Aubry et al., 2020). However, stigma has contributed to a delayed expansion of
permanent supportive housing (Freisinger et al., 2019). For example, property owners/renters
may not want to reside next to what they perceive as "homeless camps" and often lobby against
housing initiatives for people experiencing homelessness [e.g., the "not in my back yard"
NIMBY) phenomenon]. This directly affects the ability of communities to finance and develop a
sufficient number of housing units for individuals experiencing chronic homelessness who
would benefit from more comprehensive supports (e.g., permanent supportive housing).
Therefore, it is important to address the underlying stigma against persons who experience
homelessness. According to Rusch, Angermeyer, and Corrigan (2005), an effective method to
reduce stigma is through positive exposure with people who have lived experience. To promote
this, additional efforts should be made to include persons with lived experience during
local/state/federal advocacy efforts. This may include outreach efforts to recruit additional
stakeholders who have experienced homelessness and currently experience homelessness to
strategic planning meetings and advocacy campaigns across the community. A potential
champion for these efforts may be the Pinellas County Lived Experience Advisory Committee.
8
Recommendation #4
Be proactive, creative, and collaborative when identifying and applying for funding to address
homelessness and related issues.
Providers often compete for limited funding opportunities, which perpetuates fragmentation
among providers across systems of care. Therefore, it is recommended that CoC providers utilize
findings from this report to guide the development of innovative projects that have the
potential to be funded through BJA, SAMHSA, NIH, or other funding agencies. Example projects
may include discreet syringe/needle exchange programs or safe sharp disposal boxes in high
traffic areas identified by geolocation data, or trainings for CoC providers/volunteers (e.g.,
Narcan, trauma -informed care, and trainings to educate the public/providers to help them
understand available resources).
Recommendation #5
Solicit needs from those with lived experience and non -clinical community stakeholders who
frequently encounter individuals experiencing homelessness (e.g., bus operators, librarians,
law enforcement officers, gas station clerks, etc.) to identify priority areas to improve upon.
This can include focus groups, qualitative interviews, and community surveys to provide
opportunities for additional viewpoints. This also provides an opportunity to creatively network
with non-traditional stakeholders who may be able to provide insights that were not identified
by this report.
Recommendation #6
Adapt the Point in Time Count survey methodology to match community needs.
This involves including persons with lived experience in the design and implementation of the
Point in Time Count survey, reviewing survey questions to build upon the findings from this
report (e.g., including additional survey items to understand barriers and facilitators to
access/engagement with services), and expanding provider support to ensure more of Pinellas
County is surveyed (e.g., review cold spots identified in the heat map). Additionally, it is
important to ensure diversity across Point in Time Count survey volunteers. Individuals may be
more likely to speak with individuals with similar racial/cultural backgrounds or gender.
Recommendation #7
Establish user-friendly interface to publicize de -identified data so individuals/providers can
access and expand upon findings.
Included in this report are prototype user interfaces to explore geographic information. An
interactive and real-time GIS platform could be used by county stakeholders to review
9
unsheltered data and focus street outreach efforts. This could be managed by an agency within
the CoC and funded through state/federal grant initiatives.
Recommendation #8
Convene regular and sustained planning meetings with criminal justice system personnel to
review policies/procedures and strategies to address homelessness.
Data from the Pinellas County Jail suggests a steady upward trend in arrests of people
experiencing homelessness. Therefore, collaboration with community providers is needed to
facilitate law enforcement's jail diversion efforts. One innovative approach that should be
considered is a specialized court docket for homeless individuals (i.e., homeless problem -solving
court) to leverage interagency partnerships (Troeger et al., 2021). At minimum, it will be
necessary to collect and analyze arrest data (e.g., types of offenses, location of offenses,
number of offenses, etc.) to decrease instances of arrests amongst individuals experiencing
homelessness in Pinellas County.
Recommendation #9
Increase family outreach services in shelters to address non -homeless related parenting issues
e.g., reading/writing skills, disciplinary practices, parenting skills, financial literacy, etc.).
There is a well-documented connection between illiteracy and criminal justice system
involvement (Governors Early Literacy Foundation, 2023). For example, approximately 66% of
children who are illiterate in 4th grade will be arrested or receive welfare (Governors Early
Literacy Foundation, 2023). Therefore, shelters and resource centers should consider partnering
with family service providers to provide in -reach family support services.
Recommendation #10
Develop and expand formal partnerships with colleges/universities to conduct health
outreach services.
These services can utilize medical/nursing students to work with and enhance existing outreach
health care through mobile clinics that target hotspot areas (e.g., Pinellas County Healthcare for
the Homeless' Mobile Medical Unit and Street Outreach Medicine Team). Services can target
high-risk populations, persons with behavioral health issues, and survivors of domestic violence
and human trafficking. University partnerships can also promote data collection and analysis to
track processes and outcomes.
10
Recommendation #11
Implement and strengthen extant self-care initiatives for homeless service providers.
The foundation to the Pinellas CoC is a motivated and resilient workforce. Compassion fatigue
exerts a tremendous toll on social service employees and can be mitigated through workforce
development and spotlight initiatives. For example, the Pinellas CoC may consider celebrating
consumer and provider success stories on a monthly basis to boost morale and highlight
employee efforts across providers.
Recommendation #12
Map the gaps/resources along the homeless system of care to improve targeted outreach for
minority populations.
Planning meetings should involve a wide variety of providers across the CoC and include a
facilitator to help map the gaps/resources. Include persons with lived experience, concerned
citizens, advocacy groups, and other racial/ethnic minority populations in planning meetings.
This can be used to guide culturally competent outreach strategies to ensure the equitable
delivery of services.
Recommendation #13
Foster partnerships across municipal boundaries within Pinellas County to improve buy -in
from cross -jurisdictional leadership.
People experiencing homelessness are not confined to one location and often travel between
municipalities and utilize many services across Pinellas County. Findings from this report
highlight the wide dispersion of people experiencing homelessness across Pinellas County and
point to a need for increased collaboration. Coordination between municipalities can help to
track service utilization and target outreach efforts. The first step to establish partnerships and
buy -in to a more coordinated system of care is to conduct a community impact study to assess
the financial costs and public health and safety consequences of homelessness. Findings from a
community impact study can be used to incentivize/leverage cross -jurisdictional leadership to
work collaboratively to address homelessness.
11
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0760
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Presentation(s) for
Council Meeting
In Control: Council Work Session
Agenda Number: 21.1
SUBJECT/RECOMMENDATION:
July Service Awards
SUMMARY:
5 Years of Service:
Brittany Ducheney Police
Nancy Gardner Planning & Development
Jared Karpiscak Police
Michael Omer Police
Nicolas Paloma Police
Mikul Robinson Police
Scott Yeates Police
10 Years of Service:
Rufus Whiting Solid Waste
Melissa Hauck-Baker Planning & Development
Jason Bellinger General Services
Audra Aja Economic Development & Housing
Brad Allen Police
Michelle Mahoney Police
Brinton George Police
Elizabeth Neris-Ruiz Police
Michael Helm Solid Waste
Thomas Miller Gas
15 Years of Service:
Kimberly Turner Police
20 Years of Service:
Gabriel Parra Economic Development
25 Years of Service:
Tyrone Floyd Public Works
Page 1 City of Clearwater Printed on 7/10/2023
File Number: ID#23-0760
35 Years of Service:
James McCulley Gas
Page 2 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0761
Agenda Date: 7/17/2023 Status: Agenda ReadyVersion: 1
File Type: Presentation(s) for
Council Meeting
In Control: Council Work Session
Agenda Number: 21.2
SUBJECT/RECOMMENDATION:
Clearwater Sister Cities High School and Middle School Japan Trip Presentations
SUMMARY:
Clearwater, Florida, USA and Nagano, Japan have been Sister Cities since 1959. Every year
the City of Clearwater awards four scholarships to high school students (Clearwater residents)
for a cultural exchange trip to Nagano, Japan. This year the four students and one chaperone
traveled from June 22 to July 3. Clearwater Sister Cities Inc. sends middle school students on
a similar trip, not funded by the city. This year seven middle school students and three
chaperones traveled to Japan from June 6 to June 20. These cultural exchange trips have been
on hold since 2019 due to the pandemic. Students will give short presentations of their trip and
share their experiences and what they have learned.
APPROPRIATION CODE AND AMOUNT:
USE OF RESERVE FUNDS:
Page 1 City of Clearwater Printed on 7/10/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0816
Agenda Date: 7/31/2023 Status: DraftVersion: 1
File Type: Presentation(s) for
Council Meeting
In Control: Council Work Session
Agenda Number: 21.3
SUBJECT/RECOMMENDATION:
Public Art - Water Tank Mural Concept Designs
SUMMARY:
The Arts and Cultural Affairs Coordinator will present the concept designs for a mural to be
installed on the water tanks located on FL-580 in Countryside. These designs will be open to a
public vote which will be available to the city website.
Page 1 City of Clearwater Printed on 7/10/2023