I. Wastewater IssuesBOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: July 18, 2007
Bulk Item: Yes No X
Division: Engineering
Department: Wastewater
Staff Contact Person: Elizabeth Wood 292-4525
AGENDA ITEM WORDING: Approval to adopt the Big Coppitt Key and Duck Key initial
assessment resolution and approval to advertise a public hearing for same, describing the method of
assessment against certain properties in the Big Coppitt Key and Duck Key sewer service areas.
ITEM BACKGROUND: In accordance with section 197.3632, F.S., setting the uniform method for
the levy, collection, and enforcement of non -ad valorem assessments, at least 20 days prior to the
public hearing to the adoption of a resolution imposing the final assessment rates and approval of the
non -ad valorem assessment roll, the local government shall notice the hearing by first-class United
States mail and by publication in a newspaper generally circulated within each county. The mailing
will be handled by GSG.
PREVIOUS RELEVANT BOCC ACTION:
At the January 25, 2006 Special Meeting, approval was granted to levy a $4,500 per EDU sewer
connection fee for those properties designated as Tier III in the Duck Key and Big Coppitt Key sewer
service area through Little Torch Key excluding Baypoint.
At the November 15, 2006 approval was granted to advertise a notice of intent for the non -ad valorem
assessment program for those properties designated as Tier III in the Duck Key and Big Coppitt Key
through Summerland Key sewer service areas, excluding Baypoint.
On May Ie, 2007 approval was granted for Monroe County to enter into a Professional Services
Agreement with Government Services Group, Inc for the development of the assessment roll and the
mailing.
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS: Approval as stated.
TOTAL COST: 0
COST TO COUNTY: 0
BUDGETED: Yes X No
SOURCE OF FUNDS: MSTU
REVENUE PRODUCING: Yes X No AMOUNT PER MONTH
APPROVED BY: County Atty X OMB/Purchasing Risk Management
DOCUMENTATION: Included X Not Required
DISPOSITION: AGENDA ITEM #
Year
Engineering Division
MEMORANDUM
To: Dave Koppel, County Engineer
From: Elizabeth Wood, Sr. Administrator — Sewer Projects
Date: 7/6/2007
Re: Initial Assessment Resolution
The Wastewater Department is asking for to advertise for a public hearing on date on or about September
1 Ph, 2007 and to adopt the Duck Key and Big Coppitt Sewer Service Areas Initial Assessment Program,
Initial Assessment Resolution, describing the method of assessment against certain properties in the Duck
Key and Big Coppitt sewer service areas.
In accordance with section 197.3632, F.S., setting the uniform method for the levy, collection, and
enforcement of non -ad valorem assessments, at least 20 days prior to the public hearing to the adoption of
a resolution imposing the final assessment rates and approval of the non -ad valorem assessment roll, the
local government shall notice the hearing by first-class United States mail and by publication in a
newspaper generally circulated within each county. .
At the January 25, 2006 Special Meeting, approval was granted to levy a $4,500 per EDU sewer
connection fee for those properties designated as Tier III in the Duck Key and Big Coppitt Key sewer
service area through Little Torch Key excluding Baypoint.
At the November 15, 2006 approval was granted to advertise a notice of intent for the non -ad valorem
assessment program for those properties designated as Tier III in the Duck Key and Big Coppitt Key
through Summerland Key sewer service areas, excluding Baypoint.
The mailing and development of the assessment roll will be by GSG as was previously approved on May
16th, 2007.
Peters -Katherine
From:
Hall -Cynthia
Sent:
Wednesday, July 18, 2007 1:18 PM
To:
Wood -Liz
Cc:
Peters -Katherine
Subject:
IAR
Here are my changes: Changes to AIR
1. In Resolution, take out double comma in 4th line.
2. Definition section, take out dD in word Development.
3. Same area, take out bold in next definition after word ❑means.❑
4. Same area, take out second period at end of DNon-Ad Valorem Assessment Roll❑
paragraph.
5. Put hard paragraph before (D) under General Findings.
6. If you want the tax to be able to transferable (i.e., you do not want property
owners to have to pay the balance off at time of sale), in section 2.06, take out the
words ❑, negotiated sale❑. [It is not necessary to mention it in the prepayment options
section, section 2.05 ❑ the owner has the optioin to prepay at time of sale as long as
it❑s not excluded.]
7. Section 3.01 now says that you will publish the assessment roll by August 22 (which
I assume is 20 days before hearing). If you are not publishing until then, then you need
to change the First Class Notice to say that people may submit written objections up to
the time of the hearing (not 20 days after date of publication of this resolution).
(Otherwise, they don❑t know if they should object or not.)
8. Section 3.03, change DAppendix BD to ❑Appendix C.❑ (form of published notice)
I will assume that the pagination is not going to change. I am going to fax the pages I
just received and fax them back to Kathy. Call me Liz if you have any questions.
1
MONROE COUNTY, FLORIDA
BIG COPPITT AND DUCK KEY WASTEWATER ASSESSMENT PROGRAM
INITIAL ASSESSMENT RESOLUTION
JULY 18, 2007
TABLE OF CONTENTS
PAGE
ARTICLE I
DEFINITIONS AND CONSTRUCTION
SECTION 1.01. DEFINITIONS....................................................................................2
SECTION 1.02. INTERPRETATION...........................................................................4
SECTION 1.03. GENERAL FINDINGS...................................................................... 5
ARTICLE II
WASTEWATER ASSESSMENTS
SECTION 2.01.
DESCRIPTION OF PROPERTY TO BE ASSESSED ......................
7
SECTION 2.02.
IMPOSITION OF ASSESSMENTS...................................................7
SECTION 2.03.
PREPAYMENT AMOUNTS.............................................................
7
SECTION 2.04.
COMPUTATION OF ANNUAL ASSESSMENTS ...........................
7
SECTION 2.05.
PREPAYMENT OPTION..................................................................
8
SECTION 2.06.
MANDATORY PREPAYMENT.......................................................
8
SECTION 2.07.
REALLOCATION UPON FUTURE SUBDIVISION .......................
9
ARTICLE III
NOTICE AND PUBLIC HEARING
SECTION 3.01. NON -AD VALOREM ASSESSMENT ROLL..................................9
SECTION 3.02. PUBLIC HEARING........................................................................... 9
SECTION 3.03. NOTICE BY PUBLICATION..........................................................10
ARTICLE IV
GENERAL PROVISIONS
SECTION 4.01.
METHOD OF COLLECTION.........................................................11
SECTION 4.02.
SEVERABILITY..............................................................................11
SECTION 4.03.
EFFECTIVE DATE..........................................................................
I I
i
TABLE OF APPENDICES
APPENDIX A DESCRIPTION OF THE BIG COPPITT MSTU
APPENDIX B DESCRIPTION OF THE DUCK KEY MSTU
APPENDIX C PUBLIC HEARING NOTICE TO BE PUBLISHED
APPENDIX D FORM OF MAILED NOTICE
RESOLUTION NO. - 2007
A RESOLUTION OF THE BOARD OF COUNTY
COMMISSIONERS OF MONROE COUNTY, FLORIDA,
RELATING TO THE PROVISION OF WASTEWATER
SERVICE TO PROPERTIES; DESCRIBING THE SYSTEM
DEVELOPMENT FEE,, COLLECTION COSTS AND THE
OTHER TERMS AND CONDITIONS OF THE NON -AD
VALOREM ANNUAL WASTEWATER ASSESSMENTS;
ESTABLISHING THE AMOUNT AND TERM OF THE
ANNUAL WASTEWATER ASSESSMENT FOR EACH
PARCEL OF PROPERTY TO BE ASSESSED; DIRECTING
PREPARATION OF THE INITIAL NON -AD VALOREM
ASSESSMENT ROLL; ESTABLISHING A PUBLIC
HEARING TO CONSIDER IMPOSITION OF THE
PROPOSED WASTEWATER ASSESSMENTS AND THE
METHOD OF THEIR COLLECTION; DIRECTING THE
PROVISION OF NOTICE IN CONNECTION THEREWITH;
AND PROVIDING AN EFFECTIVE DATE.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF MONROE COUNTY, FLORIDA, AS FOLLOWS:
ARTICLE I
DEFINITIONS AND CONSTRUCTION
SECTION 1.01. DEFINITIONS. As used in this Resolution, the following
terms shall have the following meanings, unless the context hereof otherwise requires.
"Adjusted Prepayment Amount" means the remaining Prepayment Amount for
each Tax Parcel computed by deducting (1) the portion of the system development fee
paid by the property owner as Annual Wastewater Assessments from (2) the Prepayment
Amount utilized to compute the annual Wastewater Assessment included on the Non -Ad
Valorem Assessment Roll for such Tax Parcel.
"Annual Wastewater Assessment" means the sum of the sum of (1) the Annual
System Development Fee Payment, and (2) the Collection Cost for each Tax Parcel.
"Collection Cost" means the amount computed each Fiscal Year for each Tax
Parcel that shall be equal to (1) the Prepayment Amount for such Tax Parcel divided by
the sum of the aggregate Prepayment Amount, multiplied by (2) the estimated cost to be
incurred by the County during any Fiscal Year in connection with collection of the
Wastewater Assessments, including staff administration time.
"Board" means the Board of County Commissioners of Monroe County, Florida.
"County" means Monroe County, a political subdivision of the State of Florida.
2
"County Administrator" means the chief administrative officer of the County,
designated by the Board to be responsible for coordinating the Wastewater Assessments,
or such person's designee.
"Final Assessment Resolution" means the resolution described in Section 2.06 of
the Ordinance, which shall confirm, modify or repeal this Resolution.
"Fiscal Year" means the period commencing on October 1 of each year and
continuing through the next succeeding September 30, or such other period as may be
prescribed by law as the fiscal year for the County, which shall be the final proceeding
for the initial imposition of the annual wastewater assessment.
"Initial Assessment Resolution" means the resolution described in Section 2.02
of this document, which shall be the initial proceeding for identification of Collection
Costs and for imposition of an Annual Wastewater Assessment.
"Initial Prepayment" means payment of the system dDevelopment fee without
interest or other Connection Costs.
"Improved Tax Parcel" means those privately owned properties which
generate wastewater and therefore will be required to connect to the Big Coppitt or
Duck Key Regional Wastewater Treatment Systems.
"Non -Ad Valorem Assessment Roll" means a non -ad valorem assessment roll,
as defined in Section 197.3632(1)(e), Florida Statutes, approved by a Final Assessment
Resolution pursuant to Section 2.06 of this document or an annual rate resolution
pursuant to Section 2.08 of this document..
3
"Ordinance" means Ordinance No. 027-2003.
"Prepayment Amount" means the amount required to prepay remaining balance
of Wastewater Assessment for each Tax Parcel following certification of the Non -Ad
Valorem Assessment Roll for the ad valorem tax bill to be mailed in November of each
year.
"Property Appraiser" means the Monroe County Property Appraiser.
"System Development Fee" means that portion of the capital cost of the
wastewater system being assessed to each owner of a Tax Parcel, up to a maximum of
$4,500 per EDU.
"Tax Collector" means the Monroe County Tax Collector.
"Tax Parcel" means a parcel of property to which the Property Appraiser has
assigned a distinct ad valorem property tax identification number.
"Tax Roll" means the real property ad valorem tax assessment roll described in
Section 193.114(2), Florida Statutes.
"Uniform Assessment Collection Act" means Sections 197.3632 and 197.3635,
Florida Statutes, or any successor statutes authorizing the collection of non -ad valorem
assessments on the same bill as ad valorem taxes, and any applicable regulations
promulgated thereunder.
"Utility" means Florida Keys Aqueduct Authority.
SECTION 1.02. INTERPRETATION. Unless the context indicates
otherwise, words importing the singular number include the plural number, and vice
M
versa; the terms "hereof," "hereby," "herein," "hereto," "hereunder" and similar terms
refer to this Resolution; and the term "hereafter" means after, and the term "heretofore"
means before, the effective date of this Resolution. Words of any gender include the
correlative words of the other gender, unless the sense indicates otherwise.
SECTION 1.03. GENERAL FINDINGS. It is hereby ascertained,
determined and declared that:
(A) Article VIII, Section 1 of the Florida Constitution, and Sections 125.01 and
125.66, Florida Statutes, grant to a board of county commissioners all powers of local
self-government to perform county functions and to render services for county purposes
in a manner not inconsistent with general law, or with special law approved by vote of
the electors, and such power may be exercised by the enactment of county ordinances.
(B) The Board has enacted the Ordinance to authorize the imposition of
wastewater assessments to allow payment of the cost to provide wastewater service to be
paid over a period of years using the Uniform Assessment Collection Act.
(C) The availability of payment options that allow a property owner either to
pay an Initial Prepayment of the System Development Fee or to pay the System
Development Fee over a period of years as Annual Wastewater Assessments provides a
special benefit to property and encourages the property owner to pay the assessable
amounts on a timely basis. (D) Since the System Development Fee and related costs
are directly related to each specific parcel of property to be assessed, the wastewater
5
assessment program provides an equitable method of funding the System Development
Fee and related costs.
0
ARTICLE II
WASTEWATER ASSESSMENTS
SECTION 2.01. DESCRIPTION OF PROPERTY TO BE ASSESSED.
Wastewater Assessments shall be imposed on improved privately owned Tax Parcels in
the Big Coppitt and Duck Key Municipal Service Taxing Units (MSTUs). The
boundaries of the Big Coppitt MSTU are described in Appendix A. The boundaries of
the Duck Key MSTU are described in Appendix B.
SECTION 2.02. IMPOSITION OF ASSESSMENTS. Wastewater
Assessments shall be imposed for a period of 20 years. The first Annual Wastewater
Assessment will be included on the ad valorem tax bill to be mailed in November 2007.
When imposed, the wastewater assessment for each Fiscal Year shall constitute a lien
upon such Tax Parcels pursuant to the Ordinance.
SECTION 2.03. PREPAYMENT AMOUNTS. In the initial year, the
amount necessary to prepay the System Development Fee in full for each Tax Parcel shall
be $4,500 per EDU. In each successive year, a Prepayment Amount for each Tax Parcel
shall be computed annually.
SECTION 2.04. COMPUTATION OF ANNUAL ASSESSMENTS. The
Annual Wastewater Assessment shall be computed for each Tax Parcel as the sum of (1)
the Annual System Development Fee Payment, and (2) the Collection Cost. The Annual
System Development Fee Payment is computed as the unpaid balance of the System
7
Development Fee amortized together with interest up to 5% per annum, over the
remaining term for such tax parcel. The interest rate applied will be determined based on
the interest rate obtained by Monroe County to borrow funds to complete the projects.
SECTION 2.05. PREPAYMENT OPTION.
The owner of each Tax Parcel subject to the Wastewater Assessments shall be
entitled to prepay all future unpaid Annual Wastewater Assessments upon payment of an
amount equal to the sum of (1) the Annual Wastewater Assessment and (2) the Adjusted
Prepayment Amount. The amount of all prepayments made pursuant to this Section
2.05(A) shall be final.
SECTION 2.06. MANDATORY PREPAYMENT.
The owner of a Tax Parcel subject to the Wastewater Assessment shall
immediately prepay all future unpaid Annual Wastewater Assessments for such Tax
Parcel if (1) the Tax Parcel is acquired by a public entity through condemnation,
negotiated sale or otherwise, or (2) a tax certificate has been issued and remains
outstanding in respect of the Tax Parcel and the County, at its sole option, elects to
accelerate the Wastewater Assessment. Failure by the property owner to comply with
this Section 2.06(A), will result in the remaining Prepayment Amount (plus interest
computed at the rate utilized to compute the Annual System Development Fee Payment
in Section 2.05(A) hereof) being placed on the Tax Parcel's ad valorem tax bill for the
next Fiscal Year, in addition to its share of the Collection Cost and Statutory Discount.
M
SECTION 2.07. REALLOCATION UPON FUTURE SUBDIVISION.
Upon subdivision of any Tax Parcel subject to the Wastewater Assessment, and
compliance with the conditions set forth below, the Prepayment Amount for such Tax
Parcel shall be reallocated among the subdivided parcels as described in the Final
Assessment Resolution
ARTICLE III
NOTICE AND PUBLIC HEARING
SECTION 3.01. NON -AD VALOREM ASSESSMENT ROLL. The County
Administrator is hereby directed to prepare the preliminary Non -Ad Valorem Assessment
Roll in the manner provided in the Ordinance. The preliminary Non -Ad Valorem
Assessment Roll shall be maintained by the County Administrator and open to public
inspection beginning August 22, 2007. The foregoing shall not be construed to require
that the Non -Ad Valorem Assessment Roll be in printed form if the amount of the
Wastewater Assessment for each Tax Parcel can be determined by use of a computer
terminal available to the public.
SECTION 3.02. PUBLIC HEARING. A public hearing will be conducted by
the Board at 5:01 p.m., or as soon thereafter as the matter can be heard, on September 10,
2007, at the County Commission Chambers in the Marathon Government Center, 2798
Overseas Highway, MM 47.5 (Gulf), Marathon, Florida, to consider (A) imposition of
0
the Wastewater Assessments, and (B) collection of the Wastewater Assessments pursuant
to the Uniform Assessment Collection Act.
SECTION 3.03. NOTICE BY PUBLICATION. Upon completion of the
Non -Ad Valorem Assessment Roll, the County Administrator shall publish a notice of
the public hearing authorized by Section 3.02 hereof in the manner and the time provided
in Section 2.05 of the Ordinance. Such notice shall be in substantially the form attached
hereto as Appendix B.
SECTION 3.04. NOTICE BY MAILING. In addition to the notice provided
in accordance with Section 3.03, above, at least 20 days prior to the public hearing, the
County Administrator shall mail a notice of the public hearing to each person owning
property subject to the assessment. Said notice shall be mailed by first-class mail, and
shall include all of the information required by Section 197.3632(4)(b), Florida Statutes.
10
ARTICLE IV
GENERAL PROVISIONS
SECTION 4.01. METHOD OF COLLECTION. The Wastewater
Assessments shall be collected pursuant to the Uniform Assessment Collection Act.
Upon adoption of a Final Assessment Resolution confirming this Resolution and
imposing the Wastewater Assessments, the Non -Ad Valorem Assessment Roll shall be
certified to the Tax Collector pursuant to the Uniform Assessment Collection Act.
SECTION 4.02. SEVERABILITY. If any clause, section or provision of this
Resolution shall be declared unconstitutional or invalid for any reason or cause, the
remaining portion of said Resolution shall be in full force and effect and be valid as if
such invalid portion thereof had not been incorporated herein.
SECTION 4.03. EFFECTIVE DATE. This Resolution shall take effect
immediately upon its adoption.
PASSED AND ADOPTED by the Board of County Commissioners of Monroe
County, Florida, at a regular meeting of the Board held on the 18'' day of July, 2007.
Mayor Mario Di Gennaro
Mayor Pro Tem Dixie Spehar
Commissioner Charles McCoy
Commissioner George Neugent
Commissioner Sylvia Murphy
11
(SEAL)
Attest: DANNY L. KOLHAGE
Deputy Clerk
BOARD OF COUNTY COMMISSIO
OF MONROE COUNTY, FLORIDA
m-
12
Mayor/Chairperson
MONROE COUNTY ATTORNEY
APPROVED AS T M..:UZANNE,gA. H&Ut�TETON
Date
APPENDIX A
DESCRIPTION OF THE BIG COPPITT MSTU
BIG COPPITT
Section 15.5-113 of Article VII Chapter 15.5 Monroe County Code describes the
boundaries of the Big Coppitt Municipal Service Taxing Unit as the area generally
bounded on the west by Boca Chica Channel and on the east by Shark Channel, including
Shark Key. The Big Coppitt MSTU is depicted by the "100B" and "110B" taxing unit
boundary below.
APPENDIX B
DESCRIPTION OF THE DUCK KEY MSTU
DUCK KEY
Section 15.5-119A of Article VIII Chapter 15.5 Monroe County Code describes the Duck
Key Municipal Service Taxing Unit as that portion of the unincorporated County
bounded on the north by U.S. Highway 1, on the west by Tom's Harbor Channel, on the
South by Hawk's Channel, and on the East by Tom's Harbor Cut; an area commonly
known as "Duck Key, including islands known as Center Island,Harbor Island, Plantation
Island, and Yacht Club Island, but excluding Indies Island and Parcel 1 of RE#
00378380. The Duck Key MSTU is depicted by the "500D" taxing unit boundary below.
APPENDIX C
FORM OF NOTICE OF HEARING TO IMPOSE AND PROVIDE FOR
COLLECTION OF SPECIAL ASSESSMENTS IN THE BIG COPPITT AND
DUCK KEY REGIONAL WASTEWATER TREATMENT SERVICE AREAS
To Be Published on or before August 22, 2007:
Si necesita esta informacion en espanol por favor
de llame Monroe County a 292-4570
Notice is hereby given that the Board of County Commissioners of Monroe
County, Florida will conduct a public hearing to consider imposing special assessments
to fund the cost of construction of the wastewater system to serve improved privately
owned properties located in the Big Coppitt and Duck Key Municipal Service Taxing
Units. Figure 1 depicts the limits of the Big Coppitt Regional Wastewater Treatment
System to be installed to serve improved privately owned properties within the Big
Coppitt MSTU. Figure 2 depicts the limits of the Duck Key Regional Wastewater
Treatment System to be installed to serve improved privately owned properties within the
Duck Key MSTU.
The hearing will be held at 5:01 p.m., or as soon thereafter as the matter
can be heard, on September 10, 2007, at the County Commission Chambers in the
Marathon Government Center, 2798 Overseas Highway, MM 47.5 (Gulf), Marathon,
Florida, for the purpose of receiving public comment on the proposed assessments and
collection of the assessments on the ad valorem tax roll. All affected property owners
have a right to appear at the hearing and to file written objections with the County
Administrator anytime prior to the public hearing. If a person decides to appeal any
decision made by the Board with respect to any matter considered at the hearing, such
person will need a record of the proceedings and may need to ensure that a verbatim
record is made, including the testimony and evidence upon which the appeal is to be
made. In accordance with the Americans with Disabilities Act, persons needing a special
accommodation or an interpreter to participate in this proceeding should contact the
County Administrator at 305/292-4441 at least 48 hours prior to the date of the hearing.
A more specific description of the assessment program is set forth in the Initial
Assessment Resolution adopted by the Board on July 18 , 2007. Copies of the Initial
Assessment Resolution and the preliminary Non -Ad Valorem Assessment Roll are
available for inspection at the County Administrator's office, located at The Historic
Gato Cigar Factory, 1100 Simonton Street, Suite 2-205, Key West, Florida.
The assessments will be collected on the ad valorem tax bill, as authorized by
Section 197.3632, Florida Statutes. Failure to pay the assessments will cause a tax
certificate to be issued against the property which may result in a loss of title. The Board
intends to collect the assessments in installments, the first of which will be included on
the ad valorem tax bill to be mailed in November 2007.
Figurel: Big Coppitt Regional Wastewater Treatment System including the Big
Coppitt, Geiger Key, Rockland Gulf, Big Coppitt, and Shark Key areas.
Figure 2: Portion of Duck Key Regional Wastewater Treatment System including
islands known as Center Island,Harbor Island, Plantation Island, and Yacht Club
Island
APPENDIX D
FORM OF MAILED NOTICE
Monroe County
- ^--
wastewater Dent
) r
1100 Simonton St
Suite 2-216
t-
Key West FL 3304C
FORM OF NOTICE
«OwnerName b>
«OwnerName2»
«OwnerAdd l»
«OwnerAdd2»
«City)> «State>) «Zip)> «COUNTRY>
Re: Notice of Wastewater Non -Ad Valorem Assessments
Dear Property Owner:
Board of Countv Commissioners
Mayor Mario Di Gennaro, Dist. 4
Mayor Pro Tern Dixie Spehar. Dist.
George Neugent. Dist. 2
Charles McCoy. Dist. 3
Sylvia Murphy, Dist. 5
Sequence Number: MW-«SegNum>>
Notice Date: July 20, 2007
As you may know, Monroe County and the Florida Keys Aqueduct Authority (FKAA) are in the process of
installing central wastewater treatment systems in the Big Coppitt and Duck Key areas. Property owners have the
option to pay the system development fee as a Prepayment or as a Wastewater Assessment financed over twenty
years.
The Prepayment Method will be sent by notice in about a month and described in the Final Assessment
Resolution to be adopted at public hearing scheduled for September 10, 2007 at 5:01 pm at the Marathon
Government Center, 2798 Overseas Highway (MM 50), Marathon, FL 33050. The Final Assessment Resolution
will be available in the agenda packet for the hearing, to be published at
http://monroecofl.virtualtownhati.net/Pages/MonroeCoFL_BOCC/agendas. All affected property owners have a
right to appear at the hearing and to file written objections with the local governing board within 20 days of this
notice. It is anticipated that the Initial Prepayments will be due in mid -September 2007.
Alternatively, a Wastewater Assessment program has been set up to provide property owners the option to pay the
System Development Fee and Collection Costs over 20 years on the property tax bill. No action is required on
your part to elect this option. Failure to pay the assessment will cause a tax certificate to be issued against the
property which may result in a loss of title.
This notice is in reference to the system development fee of <MBinsert calc: 450oxEDU> for the
parcel identified by Parcel ID: <<RECHAR_DASH»
Use the Table below to estimate the System Develo ment Fee
Sin le Famil Residence
Multi-famil
Non -Residential
System Development Fee
$4500
$4500 times number of
$4500 times the EDU
units
Allocation
Note: The F.DI I AllnraKnn Fnr a residential
1 ' `
parce is I
The EDU Allocation for the parcel under notice herein is: Parcel EDU: «EDU»
The EDU Allocation for non-residential properties is based on water consumption. A commercial property's
monthly average water consumption divided by the average monthly water consumption for a residential unit
results in the EDU Allocation. Submit a Wastewater EDU Appeals Form for EDU Allocations > 1.1 to the FKAA
Marathon office by August 13, 2007 to request an EDU Allocation review. Contact FKAA's Marathon Customer
Service Office at the number listed in the notice to obtain a copy of the form, or download it from
http://fkaa.com/forins.cfm,
lofl
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: July
18, 2007
Division
Engineering
Bulk Item: Yes _
No X
Department:
Wastewater
Staff Contact Person: Elizabeth Wood 292-4525
AGENDA ITEM WORDING:
F-Reflities 121an And— appfeval to advoi4ise publie hearing te adept f6eilities plan at the August BO
+neetiftg. Approval to advertise public hearing to adopt the Big Coppitt Regional Wastewater
Treatment System Facilities Plan at the August BOCC meeting.
ITEM BACKGROUND: Florida Department of Environmental Protection's State Revolving Fund
(SRF) Loan Funding requires a public hearing be held before formal adoption a facilities plan.
PREVIOUS RELEVANT BOCC ACTION: The BOCC previously approved use of SRF Loans to
fund wastewater projects.
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS: NA
TOTAL COST: BUDGETED: Yes NA No
COST TO COUNTY: SOURCE OF FUNDS:
REVENUE PRODUCING: Yes _ No, AMOUNT PER MONTH Year
APPROVED BY: County Atty _ OMB/Purchasing _ Risk Management
DOCUMENTATION: Included Not Required_X_
• 20DISPOSITION: AGENDA ITEM #
Engineering Division
MEMORANDUM
To: Dave Koppel, County Engineer
From: Elizabeth Wood, Sr. Administrator — Sewer Projects
Date: 7/12/2007
Re: Approval to advertise public hearing to adopt Big Coppitt Regional
Wastewater Treatment System Facilities Plan
A public hearing must be held to adopt the Facilities Plan required to obtain the State
Revolving Fund Loan from the Department of Environmental Protection.
U:\engineering\Engineering\Wastewater\Agenda Items\WASTEWATER AGENDA ITEMS 2007\July\BC Draft Facilities Plan\Memo-
RA BC FP.doc
I.2
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: July 18, 2007
Division Engineering
Bulk Item: Yes _ No X Department: Wastewater
Staff Contact Person: Elizabeth Wood 292-4525
AGENDA ITEM WORDING: Discussion of Big Coppitt Regional Wastewater Treatment System
Facilities Plan and approval to advertise public hearing to adopt facilities plan at the August BOCC
meeting.
ITEM BACKGROUND: Florida Department of Environmental Protection's State Revolving Fund
(SRF) Loan Funding requires a public hearing be held before formal adoption a facilities plan.
PREVIOUS RELEVANT BOCC ACTION: The BOCC previously approved use of SRF Loans to
fund wastewater projects.
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS: NA
TOTAL COST: BUDGETED: Yes NA No
COST TO COUNTY: SOURCE OF FUNDS:
REVENUE PRODUCING: Yes No AMOUNT PER MONTH Year
APPROVED BY: County Atty
DOCUMENTATION: Included
OMB/Purchasing
X Not Required
Risk Management
DISPOSITION: AGENDA ITEM #
Engineering Division
MEMORANDUM
To: Dave Koppel, County Engineer
From: Elizabeth Wood, Sr. Administrator — Sewer Projects
Date: 7/6/2007
Re: Discussion of draft Big Coppitt Regional Wastewater Treatment System
Facilities Plan
The draft Big Coppitt Regional Wastewater Treatment System Facilities Plan describes
two alternatives for treatment of wastewater generated by the Big Coppitt Service Area.
These include
• Option 1: Wastewater Treatment Proposed Rockland Key Plant
• Option 2: Wastewater Treatment Existing Stock Island Plant
Bids for construction of the Big Coppitt Regional Treatment Plant will be opened August
8th It is necessary to adopt the Facilities Plan at the August BOCC meeting to secure
funding. If the Facilities Plan is not adopted, construction may be delayed.
U:\engineering\Engineering\Wastewater\Agenda Items\WASTEWATER AGENDA ITEMS 2007\July\Draft Facilities Plan\Memo-Drafe
Facilities Plan.doc
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: July 18, 2007 Division Engineering
Bulk Item: Yes _ No X Department: Wastewater
Staff Contact Person: Elizabeth Wood 292-4525
AGENDA ITEM WORDING: Approval to advertise public hearing to adopt Duck Key Regional
Wastewater Treatment System Facilities Plan at the August BOCC meeting.
ITEM BACKGROUND: Florida Department of Environmental Protection's State Revolving Fund
(SRF) Loan Funding requires a public hearing be held before formal adoption a facilities plan.
PREVIOUS RELEVANT BOCC ACTION: The BOCC previously approved use of SRF Loans to
fund wastewater projects.
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS: NA
TOTAL COST:
COST TO COUNTY:
BUDGETED: Yes NA No
SOURCE OF FUNDS:
REVENUE PRODUCING: Yes No AMOUNT PER MONTH Year
APPROVED BY: County Atty OMB/Purchasing Risk Management _
DOCUMENTATION: Included X Not Required
DISPOSITION: AGENDA ITEM #
Engineering Division
MEMORANDUM
To: Dave Koppel, County Engineer
From: Elizabeth Wood, Sr. Administrator — Sewer Projects
Date: 7/6/2007
Re: Discussion of draft Duck Key Regional Wastewater Treatment System
Facilities Plan
The effluent from Duck Key will be treated at the Hawk's Cay plant which requires
expansion and upgrade to Advance Wastewater Treatment standards.
U:\engineering\Engineering\Wastewater\Agenda Items\WASTEWATER AGENDA ITEMS 2007\July\Duck Key Draft Facilities
Plan\Memo-Drafe Facilities Plan.doc
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: July 18, 2007 Division: Engineering
Bulk Item: Yes _ No X Department: Wastewater
Staff Contact Person/Phone #:Elizabeth Wood. 292-4525
AGENDA ITEM WORDING: Approval of an Addendum to retroactively extend the agreement with
URS for wastewater system evaluation in order that final invoices for the agreement can be rightfully
paid.
ITEM BACKGROUND:
In September of 2003, in conformance with the Administrator's budget authority, the Administrator
entered into an Agreement with URS to conduct an independent engineering evaluation of the
development of the South Stock Island wastewater collection system. URS completed their evaluation
and appeared before the Board of County Commissioners on October 15, 2003 and also submitted a
final report. After concluding the responsibilities of the original agreement, the Board of County
Commissioners on November 19, 2003 granted an extension, encompassing an expanded scope of
work. There are outstanding invoices for these professional services that should be paid though they
were not completed by the contract extension date.
PREVIOUS RELEVANT BOCC ACTION:
On November 18, 2003 approval was granted for an addendum to an agreement. The addendum
expanded the scope of work, increased the amount of consideration, and extended the contract
completion date.
CONTRACT/AGREEMENT CHANGES: Yes
STAFF RECOMMENDATIONS: Approval as stated.
TOTAL COST: $1,578.25 BUDGETED: Yes X No
COST TO COUNTY: $1,578.25 SOURCE OF FUNDS: MSTU
REVENUE PRODUCING: Yes No X AMOUNT PER MONTH Year
APPROVED BY: County Atty
DOCUMENTATION: Included
DISPOSITION:
Revised 11/06
OMB/Purchasing
Not Required
Risk Management
AGENDA ITEM #
Engineering Division
MEMORANDUM
To: Dave Koppel, County Engineer
From: Elizabeth Wood, Sr. Administrator — Sewer Projects
Date: 7/6/2007
Re: URS SI Project 1-Retroactively Extend URS Contract for Wastewater
System Evaluation
The wastewater department is asking for approval of an Addendum to retroactively
extend the agreement with URS for wastewater system evaluation
in order that final invoices for the agreement can be rightfully paid.
In September of 2003, in conformance with the Administrator's budget authority, the
Administrator entered into an Agreement with URS to conduct an independent
engineering evaluation of the development of the South Stock Island wastewater
collection system. The initial contract amount was $24,800. URS completed their
evaluation and appeared before the Board of County Commissioners on October 15,
2003 and also submitted a final report.
On November 18, 2003 approval was granted for an addendum to an agreement. The
addendum expanded the scope of work, increased the amount of consideration, and
extended the contract completion date. Approximately $9,000 in expenses was
incurred and the new contract for URS SI Project 2 was negotiated. Only $7,300 of
those expenses were paid.
After concluding the responsibilities of the original agreement, the Board of County
Commissioners on November 19, 2003 granted an extension, encompassing an
expanded scope of work. There are outstanding invoices for these professional
services that should be paid though they were not completed by the contract extension
date. There is $139,000 budgeted for Stock Island expenses.
U:\engineering\Engineering\Wastewater\Agenda Items\WASTEWATER AGENDA ITEMS 2007\July\Extend URS SI Project
1 \Memo.doc
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: URS Contract # URS SI Proi ect 1
Effective Date: July 18. 2007
Expiration Date: July 18, 2007
Contract Purpose/Description:
In September of 2003, in conformance with the Administrator's budget authority, the
Administrator entered into an Agreement with URS to conduct an independent engineering
evaluation of the development of the South Stock Island wastewater collection system. The
initial contract amount was $24,800. URS completed their evaluation and appeared before the
Board of County Commissioners on October 15, 2003 and also submitted a final report.
On November 18, 2003 approval was granted for an addendum to an agreement. The
addendum expanded the scope of work, increased the amount of consideration, and extended
the contract completion date. Approximately $9,000 in expenses was incurred and the new
contract for URS SI Project 2 was negotiated. Only $7,300 of those expenses were paid.
After concluding the responsibilities of the original agreement, the Board of County
Commissioners on November 19, 2003 granted an extension, encompassing an expanded scope
of work. There are outstanding invoices for these professional services that should be paid
thouah thev were not completed by the contract extension date.
Contract Manager: Elizabeth Wood
(Name)
for BOCC meetintz on Julv 18, 2007
4525 Engineering/1
(Ext.) (Department/Stop #)
Deadline: Julv 3, 2007
CONTRACT COSTS
Total Dollar Value of Contract: $ 1,578.25 K Current Year Portion: $ 1,578.25 K
Budgeted? Yes® No ❑ Account Codes:
Grant: $ 171-55005-53034- -
County Match: $ - - -
ADDITIONAL COSTS
Estimated Ongoing Costs: $ /yr For: Wastewater System Evaluation
(Not included in dollar value above) (eg. maintenance, utilities, janitorial, salaries, etc.)
Division Director
Risk Management
OMBA)xchasing
CONTRACT REVIEW
Changes
Date In Needed
Yes❑ No❑
Yes❑ No❑
Yes❑ No❑
County Attorney Yes❑ No❑
Reviewer
Date Out
Comments:
I I
OMB Form Revised 2/27/01 MCP #2
ADDENDUM TO AGREEMENT
THIS ADDENDUM to Agreement entered this day of , 2007,
by and between the Board of County Commissioners of Monroe County, Florida (hereinafter
"County"), and URS Corporation Southern (hereinafter "URS").
WHEREAS, County, through the County Administrator and URS entered into an
agreement dated September 18, 2003; and
WHEREAS, said agreement provided for field verification of the application of a
municipal sanitary wastewater collection and treatment system installation comparing the
original design drawings and the as -built drawings, review and evaluation of field data and
relevant design documents, and the submission of a report summarizing key findings; and
WHEREAS, other issues to be pursued by the County were identified in the report
submitted by URS; and
WHEREAS, an Addendum to Agreement entered November 19, 2003 amended the
original agreement by expanding the scope of work, increasing the amount of consideration by
an amount not to exceed $25,000, and extended the completion date to June 30, 2004; now,
therefore
follows:
IN CONSIDERATION of the promises and covenants below, the parties agree as
1. The Agreement between the County and URS dated September 18, 2003, shall
be retroactively amended by extending the completion date to January 31, 2005, in order to
process a final URS invoice dated January 25, 2005.
2. All other provisions of the September 18, 2003, agreement and the November
29, 2005 Addendum to Agreement not inconsistent herewith shall remain in full force and
effect.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals the day
and year first above written.
(SEAL)
ATTEST: DANNY L. KOLHAGE, CLERK
By
(SEAL)
ATTEST:
By
Deputy Clerk
(Title)
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By
Mayor/Chairperson
URS CORPORTION SOUTHERN
By
(Title)
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: July 18, 2007 Division: Engineering
Bulk Item: Yes _ No X Department: Wastewater
Staff Contact Person/Phone #:Elizabeth Wood. 292-4525
AGENDA ITEM WORDING: Approval of an Addendum to retroactively extend the agreement with
URS for an independent engineering evaluation and final planning for the South Stock Island sewer
system in order that final invoices associated with the Agreement can be rightfully paid.
ITEM BACKGROUND:
URS met with the County Administrator and the County Engineer subsequent to the completion of all
work associated with the agreement to discuss additional work effort that was performed in order to
properly and fully address all of the issues related to the South Stock Island Sewer System that were
not initially anticipated when the original scope for the project was prepared. The County Engineer
prepared and forwarded a letter dated March 11, 2005 (attached) acknowledging URS' additional work
effort and offered additional compensation to reimburse URS for that work effort.
PREVIOUS RELEVANT BOCC ACTION:
On February 18th, 2004 Monroe County and URS entered into an agreement to provide for an
independent engineering evaluation and final planning for the South Stock Island sewer system.
On November 17, 2004 approval was granted to execute Contract Change Order Number 1 between
Monroe County and URS, clarifying wording on the original agreement and extending the contract
expiration date.
CONTRACT/AGREEMENT CHANGES: Yes.
STAFF RECOMMENDATIONS: Approval as stated.
TOTAL COST: $32,417.14 BUDGETED: Yes X No
COST TO COUNTY: $32,417.14 SOURCE OF FUNDS: MSTU
REVENUE PRODUCING: Yes No X AMOUNT PER MONTH Year
APPROVED BY: County Atty
DOCUMENTATION: Included
DISPOSITION:
Revised 11/06
OMB/Purchasing
Not Required
Risk Management
AGENDA ITEM #
Engineering Division
MEMORANDUM
To: Dave Koppel, County Engineer
From: Elizabeth Wood, Sr. Administrator — Sewer Projects
Date: 7/6/2007
Re: URS SI Project 2-Retroactively Extend URS Contract for an independent
engineering evaluation and final planning for the South Stock Island
Sewer System
We are asking for approval of an Addendum to retroactively extend the agreement with
URS for an independent engineering evaluation and final planning for the South Stock
Island sewer system in order that final invoices associated with the Agreement can be
rightfully paid.
On February 18th, 2004 Monroe County and URS entered into an agreement to provide
for an independent engineering evaluation and final planning for the South Stock Island
sewer system. The contract amount was $95,530.00
On November 17, 2004 approval was granted to execute Contract Change Order
Number 1 between Monroe County and URS, clarifying wording on the original
agreement and extending the contract expiration date.
URS met with the County Administrator and the County Engineer subsequent to the
completion of all work associated with the agreement to discuss additional work effort
that was performed in order to properly and fully address all of the issues related to the
South Stock Island Sewer System that were not initially anticipated when the original
scope for the project was prepared. The County Engineer prepared and forwarded a
letter dated March 11, 2005 (attached) acknowledging URS' additional work effort and
offered additional compensation I the amount of $13,743.00 to reimburse URS for that
work effort. There is $139,000 budgeted for Stock Island expenses.
U:\engineering\Engineering\Wastewater\Agenda Items\WASTEWATER AGENDA ITEMS 2007\July\Extend URS SI Project 2\Memo
Project 2.doc
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: URS Contract # URS SI Proi ect 2
Effective Date: July 18. 2007
Expiration Date: July 18, 2007
Contract Purpose/Description:
On February 18` 2004 Monroe County and URS entered into an agreement to provide for an
independent engineering evaluation and final planning for the South Stock Island sewer system.
The contract amount was $95,530.00
On November 17, 2004 approval was granted to execute Contract Change Order Number 1
between Monroe County and URS, clarifying wording on the original agreement and extending
the contract expiration date. URS met with the County Administrator and the County Engineer
subsequent to the completion of all work associated with the agreement to discuss additional
work effort that was performed in order to properly and fully address all of the issues related to
the South Stock Island Sewer System that were not initially anticipated when the original scope
for the project was prepared. The County Engineer prepared and forwarded a letter dated
March 11, 2005 (attached) acknowledging URS' additional work effort and offered additional
compensation I the amount of $13,743.00 to reimburse URS for that work effort.
Contract Manager
Elizabeth Wood
(Name)
4525
(Ext.)
1
(Department/Stop #)
for BOCC meeting on July 18, 2007 Agenda Deadline: July 3, 2007
CONTRACT COSTS
Total Dollar Value of Contract: $ 32,417.14K Current Year Portion: $ 32,417.14K
Budgeted? Yes® No ❑ Account Codes:
Grant: $ 171-55005-53034- -
County Match: $ - - -
ADDITIONAL COSTS
Estimated Ongoing Costs: $ /yr For: Wastewater System Evaluation
(Not included in dollar value above) (eg. maintenance, utilities, janitorial, salaries, etc.)
CONTRACT REVIEW
Changes Date Out
Date In Needed Reviewer
Division Director Yes❑ No❑
Risk Management Yes❑ No❑
OMBA)xchasing Yes❑ No❑
County Attorney Yes❑ No❑
Comments:
OMB Form Revised 2/27/01 MCP #2
ADDENDUM TO AGREEMENT
THIS ADDENDUM to Agreement entered this day of , 2007,
by and between the Board of County Commissioners of Monroe County, Florida (hereinafter
"County"), and URS Corporation Southern (hereinafter "URS")
WHEREAS, County, through the County Administrator and URS entered into an
agreement dated February 18, 2004; and
WHEREAS, said agreement provided for an independent engineering evaluation and
final planning for the South Stock Island sewer system, along with the submittal of a formal
engineering report documenting the findings from the engineering evaluation and planning
effort; and
WHEREAS, URS met with the County Administrator and the County Engineer
subsequent to the completion of all work associated with the agreement to discuss additional
work effort that was performed in order to properly and fully address all of the issues related to
the South Stock Island Sewer System that were not initially anticipated when the original scope
for the project was prepared, submitted, and approved by the County; and
WHEREAS, the County Engineer prepared and forwarded a letter dated March 11, 2005
(attached) acknowledging URS' additional work effort and offered additional compensation to
reimburse URS for that work effort; now, therefore
IN CONSIDERATION of the promises and covenants below, the parties agree as
aire m.
1. The Agreement between the County and URS dated February 18, 2004, shall be
retroactively amended by extending the completion date to July 31, 2005, in order that final
invoices associated with the Agreement can be rightfully paid.
2. As for the additional consideration for work that was performed by URS, County
agrees to pay to URS an amount not to exceed $13,743.00, resulting in a total sum of the
amended Agreement to be $109,274.00.
3. All other provisions of the February 18, 2004, agreement not inconsistent
herewith shall remain in full force and effect.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals the day and year
first above written.
(SEAL)
ATTEST: DANNY L. KOLHAGE, CLERK
By
(SEAL)
ATTEST:
By
Deputy Clerk
(Title)
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By
Mayor/Chairperson
URS CORPORTION SOUTHERN
By
(Title)
C
UNTY So�MONROE
KEY WESTLORIDA 33040
(305)294-4641
Engineering Division
1100 Simonton Street, #2-216
Key West, FL 33040
March 11, 2005
J. David Burgstiner, P.E.
Senior Engineer
URS Corporation
7650 West Courtney Campbell Causeway
Tampa, Florida 33607-1462
Re: South Stock Island Sewer System Evaluation
Backup Documentation to Clarify Request
for Additional Compensation
URS Project Number 12004423
Dear David:
BOARD OF COUNTY COMISSIONERS
Mayor Dixie M. Spehar, District I
Mayor Pro Tern Charles "Sonny" McCoy, District 3
George Neugent, District 2
David P. Rice, District 4
Murray E. Nelson, District 5
Mr. Willi has asked me to respond to your request for additional compensation for the above -
referenced project. Enclosed please find my comments and recommendations. Although we have a
difference of opinion on these issues, we are willing to offer some compensation as a negotiated
settlement. If you are agreeable, please revise your invoice accordingly.
It is our hope that URS continues to work for Monroe County demonstrating the same level of
professionalism as in the past.
Sincerely
t
David S. Koppel, P.E.
County Engineer
DSKJbw
Enclosure
c: Thomas J. Willi, County Administrator
RESPONSE TO URS REQUEST FOR ADDITIONAL MONEY
Task 1 Evaluate Existing Area
A. Extended Project Execution Schedule Additional $3,768
• URS Reason: Three month delay receiving information from County.
Additional effort needed to review and update work due to
delay.
• DSK Response: The contract does not address delays caused by the
County. To my knowledge, URS did not notify the County
that the delay was causing a financial loss to URS. If that
was known, the County would have expedited matters.
Further, there was a spirit of cooperation throughout the
project between URS and the County so that we extended
the project completion time regardless of who caused the
delay.
• DSK Recommendation: To deny additional funding.
B. Database Analysis Procedure
Additional $13,711
• URS Reason: Only 26% of records automatically matched.
More labor intensive manual match required.
URS anticipated FKAA records would coordinate with
County's GIS system.
• DSK Response: The contract does not indicate how records would be
compared. There is no mention of the County having or
providing GIS information. If URS assumed that this
information existed then the County may want to
compromise on this issue due to the extraordinary amount
of unexpected work.
• DSK Recommendation: To split the cost 50-50. $6,855.50
C. Development of Distribution Maps
Additional $6,241
• URS Reason: Extensive number of inaccurate/contradictory parcel
boundaries in the County's GIS.
• DSK Response: Again, the contract does not mention the use of GIS. Also,
the number of discrepancies are not quantified and,
therefore, there is no way of knowing if the discrepancies
are extensive.
0 DSK Recommendation: To deny additional funding.
Task 2 Optimize Existing System
D. Additional Sewer System Configuration Additional $12,375
• URS Reason: URS anticipated that two wastewater collection system
configurations would be developed. An additional
configuration was developed.
• DSK Response: The description of work identified in the contract under
Task 2 primarily involves the on -site systems of the 19
large properties. Nonetheless, this task does not say that
only two configurations would be developed. In Task 3, "...
the Consultant will evaluate other alternatives for providing
service to the remaining portion of the island." Several
systems are mentioned as examples. Mention is made of
the possibility of connecting the 19 large properties to the
new system.
• DSK Recommendation: Negotiate a compromise 50-50 split. $6,187.50
Tasks 4, 5 Summary Report, Third Party Review
E. Additional Draft Report Preparation
Additional $11,136
• URS Reason: Additional effort and expense to provide a second draft.
• DSK Response: Significant revisions made to the first draft, requiring a
second draft. Additional changes were made to the second
draft, although to a much lesser extent.
• DSK Recommendation: Deny additional funding for work effort. Allow
reimbursement of expenses after submitted backup.
SUMMARY OF ADDITIONAL COSTS
Task
Description
Requested
Amount
Recommended
Amount
1 - A
Extended Project Schedule
$3,768.00
$0.00
1 - B
Database Analysis
$13,711.00
$6,855.50
1 - C
Develo ment of Maps
$6,241.00
$0.00
2 - D
Optimize Existing System
$12,375.00
$6,187.50
4,5 - E
Summary Report, Third Party Review
$11,136.00
(with
support{ng
$700.00 backup)
TOTAL
$47,231.00
$13,743.00
2
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: July 18, 2007
Division Engineering
Bulk Item: Yes _ No X Department: Wastewater
Staff Contact Person: Elizabeth Wood 292-4525
AGENDA ITEM WORDING: Approval to execute a utility easement agreement for Tract D of
Porpoise Point Section Four for a Big Coppitt parcel, ID# 00155830-000000.
ITEM BACKGROUND: Boyle engineering has identified alternate pipe layouts for the Big Coppitt
collection system which will eliminate up to five pump stations from the system resulting in reduced
construction and operation/maintenance costs.
PREVIOUS RELEVANT BOCC ACTION: None
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS: Approval as stated.
TOTAL COST: $0 BUDGETED: Yes NA No
COST TO COUNTY: $0 SOURCE OF FUNDS:
REVENUE PRODUCING: Yes No AMOUNT PER MONTH Year
APPROVED BY: County Atty OMB/Purchasing Risk Management
DOCUMENTATION: Included X Not Required
DISPOSITION: AGENDA ITEM #
Engineering Division
MEMORANDUM
To: Dave Koppel, County Engineer
From: Elizabeth Wood, Sr. Administrator — Sewer Projects
Date: 7/5/2007
Re: Gravity Main Easement at Tract D of Porpoise Point Section Four
The wastewater department is asking for approval to execute a utility easement agreement for a Big Pine
Key parcel with Real Estate ID# 00155830-000000. An easement is required to implement an alternate
pipe layout for the Big Coppitt collection system which will eliminate a pump station from the system
resulting in reduced construction and operation/maintenance costs. The parcel is being developed by
Coconut Cove Land LLC.
This instrument is prepared by, or
under the direction of:
Cynthia L. Hall, Esq.
FBN 34218
Assistant County Attorney
Office of the Monroe County Attorney
P.O. Box 1026
Key West, FL 33041-1026
RE number: 00155830-000000
Utility Easement
THIS UTILITY EASEMENT is made this day day of , 2007 by Coconut
Cove Land, LLC, a Florida Limited Liability Corporation ("Grantor").
1. Grantor is the fee simple owner of the property described as Tract D,
Porpoise Point, Section Four, according to the Plat thereof, recorded in Plat Book 5, at
page 118, of the Public Records of Monroe County, Florida (the "Property"), and does
hereby warrant title to the land hereindescribed, and will defend the same against the
lawful claims of all persons.
2. For good and valuable consideration, the sufficiency of which is hereby
acknowledged, Grantor grants to Monroe County, a political subdivision of the State of
Florida ("Grantee"), its successors and assigns, agents, guests and invitees, a perpetual
utility easement as drawn on Exhibit "A" hereto (the "Easement") under, over, across,
and below the Property.
3. Grantee, its agents, successors and assigns shall have the right to lay,
install, construct, maintain, locate, repair, replace, remove, and inspect water lines and
appurtenant facilities, wastewater lines and appurtenant facilities, sewer lines and
appurtenant facilities, as well as storm water drainage and other comparable public
utilities, together with the rights of ingress and egress thereon.
4. Grantee's right to utilize the easement area shall be exclusive to the extent
that Grantor shall grant no other easement or license, or make any other covenant, having
the effect of permitting the use of the easement area by someone other than Grantee.
5. Grantor shall not construct, place, or allow the placing or construction of
any obstruction that would interfere with the Grantee's safe or proper installation,
operation, maintenance, inspection or removal of water transmission and distribution
facilities, wastewater collection and transmission facilities, and all appurtenances thereto.
Grantee shall have the right to remove any natural or man-made obstructions placed on
the easement, which impede the easement herein granted. Grantor shall have the right to
make any other use of the easement area that does not interfere with the Grantee's rights.
6. Grantor shall bear the cost of any relocation or modification of said
facilities when the change is necessitated by Grantor's requirements or those of any third
party other than the Grantee.
7. Grantee shall hold Grantor harmless for the acts and omissions of its
officers, employees, agents and contractors, and upon the representation that Grantee is a
political subdivision as defined by Florida Statutes shall maintain suitable Public
Liability insurance or shall be self -insured, in amounts adequate to respond to any and all
claims within the limitations of Florida Statutes section 768.28.
8. This easement will run with the land in perpetuity and will be binding on
and will inure to the benefit of the parties hereto.
9. The Grantor warrants that it has full power of authority to grant this
easement.
In Witness Whereof, Grantor and Grantee have hereunto set their hand and seal on the
day and year first above written.
WITNESSES:
Sign Name:
Print Name
Sign Name:
Print Name
STATE OF FLORIDA
COUNTY OF MONROE
(GRANTOR)
Coconut Cove Land, LLC, a Florida
Limited Liability Company
By:
Managing Member or Title
The foregoing instrument was acknowledged before me this day of
2007, by , on behalf of Coconut Cove
Land, LLC, a Florida Limited Liability Company, who is personally known to
me/has produced as identification.
My Commission Expires:
Notary Public
Page 2 of 3
[SEAL]
ATTEST: Danny L. Kohlage, Clerk
By:
Deputy Clerk
(GRANTEE)
Board of County Commissioners of
Monroe County, Florida
By:
Mario Di Gennaro, Mayor
Page 3 of 3
o'l
Specific Purpose Sketch to Illustrate a legal description
of part of Tract D, PORPOISE POINT SECTION FOUR
prepared by the undersigned
CEGEnlO
Lot 17
RAW
Right of Woy
Hfock 6
�i
Racara
E
c a
I i
Lot 1
a
j
Block 7
j�4
W,
Tract 'D"
�
a;
p ;;; r" Q :
tQ
eft
ed
rOPos
ONea - 6J'09'J6"
1
i
m
m< <.nvm _ zvsv'
i
�
F1
2ao J
�'?�(�/
63 t
A
/ O W.
I
g5'
oo)
NOTES
I The Jega/ description shown hereon was authored by the undersigned.
2. Underground foundations and utilities were not located.
3 All angles ere 90' (Measured & Re ... d) unless otherwise
noted.
4. Street address: 905 US Highway No, 1, Big Coppilt Key,
FL.
5. This survey is not valid without the signature and the origin./ raised seal of e
Florida licen.ad surveyor and mapper.
'
6. (.ends shown hereon were not abstracted for rights -of -way, easements, ownership,
or other instruments of record
•
7 Bearings era assumed and based on the Centerline of Diamond
Drive as N0'01 '25 E per plat.
8. This survey is not --one ble.
9 Adjoiners are not furnished.
10. The description contained herein and sketch do not represent
a field boundary survey.
SPECIFIC PURPOSE SURVEY TO A ILLUSTRATE LEGAL DESCRIPTION
AUTHORED BY THE UNDERSIGNED
A parcel of lend being pert of Tract D, PORPOISE POINT SECTION FOUR, as recorded in Plat Book 5. at Page 118, of the Public
Records of Atonroe County, Florida, and being more particularly described by metes end bounds as follows
Commencing el the intersection of the Northwesterly right of way line of US Highway No. 1. and the Easterly right of way line of
Diamond Drive, on thence N00'01"ZSE and along the Easterly right of way of the said Diamond Drive for a distance of 96.35 feet
to the Point of Beginning; thence continue NOObl 23 E and along the Easterly right of way line of the said Diamond Drive for a
distance of 26.90 feel; thence N63'11 '25'E for a distance of 1011 feet, thence N00'01 '25 E for a distance of 18,05 feet, thence N63'
1123E for a distance of 47. 62 feet, thence S00'01'25"W for a distance of 1805 feet: thence N63.11 '25 E for a distance of 163. 96
I than
NOO'OI '4B"E for a distance cf I8-04 feel; thence N63'11'25"E for a distance of 4763 feet, thence S00'01'48"W for e
distance of 18,05 feet, thence N63'11'25E for a distance of 11.19 feet to the Westerly right of way line of Ago. Marine Drive,
thence S00'01'48"W and along the Westerly right of way line of the said Aqi. Marine Drive for a distance of 26.90 feet; thence S63
'11 'Z5 for a distance of 121,19 feet; thence S26'46'35 E for a distance of 17,96 feet; thence S63'7125'lr for a distance of 71,08
feet; thence N26'46'35'W for a distance of 17.9E feet, thence .563'11 '25'W for a distance of 88.25 feet back to the Point of
Beginning.
SPECIFIC PURPOSE SURVEY FOR: Historic Tours of America,
N 0 F VA, INC. �
J. LYNN O'FLYNN, Inc. 1
Flynn, PSM
_Flo - Reg. ,f6296-_a,at•aaoeai su...r•� a uovo•.
May 16, 2007 14111
�a re2°a
3430 Duck Ave., Key West, FL 33040
(305) 29122 FA (ws) 29, 2 c.
I
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: July 18, 2007
Division Engineering
Bulk Item: Yes _ No X Department: Wastewater
Staff Contact Person: Elizabeth Wood 292-4525
AGENDA ITEM WORDING: Approval to execute a 20' sewer utility easement agreement for Tract
C of Porpoise Point Section Four on Big Coppitt Key, Real Estate ID# 00155820-000000.
ITEM BACKGROUND: Boyle engineering has identified alternate pipe layouts for the Big Coppitt
collection system which will eliminate up to five pump stations from the system resulting in reduced
construction and operation/maintenance costs.
PREVIOUS RELEVANT BOCC ACTION: None
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS: Approval as stated.
TOTAL COST: $0 BUDGETED: Yes NA No
COST TO COUNTY: $0 SOURCE OF FUNDS:
REVENUE PRODUCING: Yes No AMOUNT PER MONTH Year
APPROVED BY: County Atty OMB/Purchasing Risk Management
DOCUMENTATION: Included X Not Required
DISPOSITION: AGENDA ITEM #
Engineering Division
MEMORANDUM
To: Dave Koppel, County Engineer
From: Elizabeth Wood, Sr. Administrator — Sewer Projects
Date: 7/5/2007
Re: Gravity Main Easement at Tract C of Porpoise Point Section Four
The wastewater department is asking for approval to execute a 20' utility easement agreement for a Big
Coppitt Key parcel described by Real Estate ID# 00155830-000000.
An easement is required to implement an alternate pipe layout for the Big Coppitt collection system
which will eliminate a pump station from the system resulting in reduced construction and
operation/maintenance costs. The parcel is being developed through habitat for humanity.
This instrument is prepared by, or
under the direction of
Cynthia L. Hall, Esq.
FBN 34218
Assistant County Attorney
Office of the Monroe County Attorney
P.O. Box 1026
Key West, FL 33041-1026
RE number: 00156610-000000
Utility Easement
THIS UTILITY EASEMENT is made this day day of , 2007 by Habitat for
Humanity of Key West and Lower Florida Keys, Inc., a Florida Not For Profit
Corporation ("Grantor").
l . Grantor is the fee simple owner of the property described as Tract C,
Porpoise Point, Section Four, according to the Plat thereof, recorded in Plat Book 5, at
page 118, of the Public Records of Monroe County, Florida (the "Property"), and does
hereby warrant title to the land hereindescribed, and will defend the same against the
lawful claims of all persons.
2. For good and valuable consideration, the sufficiency of which is hereby
acknowledged, Grantor grants to Monroe County, a political subdivision of the State of
Florida ("Grantee"), its successors and assigns, agents, guests and invitees, a perpetual
utility easement as drawn on Exhibit "A" hereto (the "Easement") under, over, across,
and below the Property.
3. Grantee, its agents, successors and assigns shall have the right to lay,
install, construct, maintain, locate, repair, replace, remove, and inspect water lines and
appurtenant facilities, wastewater lines and appurtenant facilities, sewer lines and
appurtenant facilities, as well as storm water drainage and other comparable public
utilities, together with the rights of ingress and egress thereon.
4. Grantee's right to utilize the easement area shall be exclusive to the extent
that Grantor shall grant no other easement or license, or make any other covenant, having
the effect of permitting the use of the easement area by someone other than Grantee.
5. Grantor shall not construct, place, or allow the placing or construction of
any obstruction that would interfere with the Grantee's safe or proper installation,
operation, maintenance, inspection or removal of water transmission and distribution
facilities, wastewater collection and transmission facilities, and all appurtenances thereto.
Grantor shall have the right to make use of the surface overlying the underground utility
easement, including specifically the building of any roadway over the easement, granted
by this instrument so long as such use does not interfere with the exercise by the Grantee
of the rights granted and conveyed by this instrument. Grantee shall have the right to
Page 1 of 3
remove any natural or man-made obstructions placed on the easement, which impede the
easement herein granted. Grantor shall have the right to make any other use of the
easement area that does not interfere with the Grantee's rights.
6. Grantor shall bear the cost of any relocation or modification of said
facilities when the change is necessitated by Grantor's requirements or those of any third
party other than the Grantee.
7. Grantee shall hold Grantor harmless for the acts and omissions of its
officers, employees, agents and contractors, and upon the representation that Grantee is a
political subdivision as defined by Florida Statutes shall maintain suitable Public
Liability insurance or shall be self -insured, in amounts adequate to respond to any and all
claims within the limitations of Florida Statutes section 768.28.
8. This easement will run with the land in perpetuity and will be binding on
and will inure to the benefit of the parties hereto.
9. The Grantor warrants that it has full power of authority to grant this
easement.
In Witness Whereof, Grantor has hereunto set its hand and seal on the day and year first
above written.
WITNESSES: /
Sign Nam ` 1_
Print NameTD 251 , >, CA L (�) u'
Sign Name:
Print Name I IM 4CA&4I
STATE OF FLORIDA
COUNTY OF MONROE
(GRANTOR)
Habitat for Humanity of Key West and
Lower Florida Keys, Inc., a Florida Not
For Profit Corporation
By:
A-P/AIA s 1 AL t AJ ClToAl
Board President
The foregoing instrument was acknowledged before me this 544' day off 2007,
by Ann w on behalf of Habitat for Humanity of Key West
and Lower Florida Keys, Inc., a Florida Not For Profit Corporation, who is ersonally
known to me/has produced as identification.
Notary Public
My Commission Expires: U
,%%t�I<<-.
Tent' Awbro
Commission #DD307217
Expires: Apr 06, 2008
-,!4OF
BondedTh,u Page 2 of 3
Atlantic Bonding Co., bXL
[SEAL]
ATTEST: Danny L. Kohlage, Clerk
By:
Deputy Clerk
(GRANTEE)
Board of County Commissioners of
Monroe County, Florida
By:
Mario Di Gennaro, Mayor
Page 3 of 3
AR-rf- REECE, P.A.
PROFESSIONAL SL'R'✓EYOR �`rVD MAPPER
30364 QUAIL R005T -RA(L, Bib PINE KEY. ft 33043
OTCE (305) 872 - 345
FAX (3051 872 - 5622
THE PURPOSE OF THIS SKETCH IS TO ILLUSTRATE THE DESCRIPTION, NEWLY CREATED ON THIS DATE BY THE
UNDERSIGNED AND SHOWN BELOW- IT IS NOT A SURVEY OF THE LANDS BEINC DESCRIBED HEREIN' (Sec chap
6ICI 7 6.006 -;noda Aim_ Codc and Chap 472.027 anda statutes)
SEE BELOW FOR AN TLJSTRATION OF THE SAID DESCRIPTION.
DESCRIPTION OF UTILITY EASEMENT in Tract C, PORPOISE POINT SECTION FOUR. according to the Plat thereof as recorded n
Plat Book 5, Pege 1 18, of the Pub?dc Record, of Monroe County, FIc; d,j is 2C feet is v,.dth and lying 10 00 toot on es(-h ;fo, of
the fonowrny descr bed cent ,I nc, and w th the cascmcet s;do hues )-_ng extended and ',hortceed to terminate at the, cast and
wrest 11oundmy Imes of the said Tract C- The doscr;pton of the said casement ccnterlinc, s as follows-
COMMENCI C at the northwr-A corner of tlx said Tract C of PORPOISE POINT SECTION FOUR as aforesaid, bear South
000125' We-t On the west ooundary no of the said Tract C a distance of 87 22 feet to the the POINT OF BECINNING of the
aforesaid centen,no,
tln_nce near North 00'0000" East a distance of 24.35 feet to a point of curve,
said curve concave to the northwest and having a radius of 90.00 feet and a delta angle of 26'58'44",
thence on said curve an arc distance of 42 38 feet to a point;
thence bear North 63`01'l6' East a distance of 122 04 feet to a point of curve;
said curve concave to the southeast and having a radius of 70.00 feet and a delta angle of 26'5957",
thence on said curve an arc distance of 32.99 feet to a point
thence bear South 8W58'47' East a distance of 44 26 feet to the point of terminus, with said Point of Terminus heing on the cast
boundary line of the said Tract C
PREPARED FOR HABITAT FOR HUMANITY OF KEY WEST AND THE LOWER KEYS
SIGNED
ROBERT E. REECE, PSM 5b 12
PROFESSIONAL SURVEYOR AND MAPPER, LB 6884
�O
DATED 04 24-07 �OTO
CANAL
r'C,l'aT OF el (,INNING
,\O
6
aVOcvk
TRACT C
POINT OF COMMFNCMENT
rHF 441 c
S69' `S177
44 26'
or ivnu
/
R=7000
N90'00{H)'F ///Nj-//
1-3'"9.
CENTCRLINE
U`II IT`S FkSFMFNT
D 265;.4 -
k ;G OO
1
�S
POINT OF
TERMINUS
NORTH
SCALE 1 "= 50'
PDF created with pdfFactory Pro trial version w ww.odffactorv.com
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: July
18, 2007
Division
Engineering
Bulk Item: Yes _
No X
Department:
Wastewater
Staff Contact Person: Elizabeth Wood 292-4525
AGENDA ITEM WORDING: Discussion of KW Resort Utilities Corp. Big Coppitt Sewer — Bulk
Agreement.
ITEM BACKGROUND: KW Resort Utilities Corp has proposed a capacity reservation fee and
monthly cost to provided advanced wastewater treatment of the wastewater generated by the Big
Coppitt and Key Haven service areas.
PREVIOUS RELEVANT BOCC ACTION: The Engineering Division was directed at the June 2007
BOCC meeting to provide a cost comparison for providing wastewater treatment at the KW Resort
Utilities Corp. wastewater treatment plant or constructing a wastewater treatment plant on Rockland
Key.
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS: NA
TOTAL COST:
COST TO COUNTY:
BUDGETED: Yes NA No
SOURCE OF FUNDS:
REVENUE PRODUCING: Yes No AMOUNT PER MONTH Year
APPROVED BY: County Atty _ OMB/Purchasing Risk Management
DOCUMENTATION: Included X
Not Required
DISPOSITION: AGENDA ITEM #
Engineering Division
MEMORANDUM
To: Dave Koppel, County Engineer
From: Elizabeth Wood, Sr. Administrator — Sewer Projects
Date: 7/12/2007
Re: Discussion of KW Resort Utilities Corp. Big Coppitt Sewer
— Bulk Agreement.
Capital Costs
In an April 12, 2007 letter to FKAA, KW Resort Utilities Corp. reported that excess
capacity is available at the Stock Island plant and proposed to reserve this capacity for
the Big Coppitt and Key Haven service areas for $3.128M.
Connection to the Stock Island plant also requires construction of a transmission main.
Weiler Engineering estimates the transmission main will cost $2.7M to construct. FKAA
estimates that the transmission main will cost between $3.1 M and $4.5M to construct.
It is highly likely that wastewater transmission to and treatment at the Stock Island plant
can be achieved for under $8M.
FKAA held the pre -bid meeting for the Big Coppitt Key wastewater treatment plant on
July 12, 2007. A true capital cost comparison can be performed once construction bids
are opened on August 8, 2007. Additionally, the costs associated with providing
treatment for Key Haven should be identified for inclusion in the cost comparison.
Monthly Costs
Annual costs for the treatment systems include operation and maintenance of the
treatment plant and collection system, as well as administrative costs for bill collection
and reserve revenue. The monthly wastewater bill paid by the property owner consists
of a base fee and a cost per thousand gallons (PTG) of water used.
KW Resort Utilities Corp. proposes to treat the Big Coppitt and Key Haven wastewater
effluent for a $20,000 flat rate plus $5.06 PTG of water used. In the May 16, 2007
proposal, KW Resort Utilities Corp. estimated the average FKAA customer uses 112
gallons of water per day which would result in a monthly rate for treatment of $27.03.
Using the design average daily flow for the proposed Big Coppitt plant and a rate base
of 2,000 customers, the maximum monthly rate anticipated for treatment only at KW
Resort Utilities Corp. is $34 per month. Note that this estimate does not include costs
associated with collection system maintenance or administration. It is necessary to
U:\engineering\Engineering\Wastewater\Agenda Items\WASTEWATER AGENDA ITEMS 200-AJuly\Proposal by KWRU\Memo-Cost
Comparison.doc
July 12, 2007
more accurately define the rate base and to analyze the anticipated monthly flow to
determine the expected cost per customer for treatment by KW Resort Utilities Corp. at
the Stock Island plant.
FKAA estimates that the monthly rate for the Big Coppitt Regional Wastewater
Treatment System, which includes treatment, collection, administration and billing is
$45 per month. This is based on a 2004 revenue feasibility study and 1,600 equivalent
dwelling units.
Closing
Due to the tax reform initiative, it is not anticipated that adequate ad valorem planning
and design revenue will be collected from the Municipal Service Taxing Units. It is
highly recommended that a rate study be performed to determine the feasibility of
including a portion of the costs for design and construction in the monthly rate and to
minimize unanticipated rate increases.
Page 2 of 2
KW Resort Utilities Corp.
6630 Front Street
Key West, Florida 33040
May 16, 2007
Tom Willi
Monroe County Administrator
1100 Simonton Street, Suite 205
Key West, Florida 33040
Re: Big Coppitt Sewer — Bulk Agreement
Dear Tom:
Pursuant to your request of April 23, 2007 the following is the pricing scenario for the
treatment per 1000 gallons.
In my letter of April 12, 2007 to Jim Reynolds, I outlined that we needed to recapture
$650,000 from the Big Coppitt / Key Haven service area. Our proposal would be to recapture
this on the following basis: the base monthly service charge at $20,000/month and a $5.06 per
1000 gallons charge. I base this on the following: the average from the Key Haven waste water
treatment plant is 75,000 gallons/day and we believe that the average from Big Coppitt,
Rockland, Geiger and Shark Key to be 148,000 gallons/day (The total FKAA flows average
247,000 gallons per day and we project 60% to end up in the sewer system). Rounded to about
225,000 gallons/day for both service areas. Subtracting the $240,000 in base annual service
charges from the $650,000 revenue requirement leaves $410,000 to be recovered from the
average daily flows of 225,000 gallons/day. Computed mathematically to be $5.06/1000 gallons.
I note that these numbers are computed after our proposed rate increase.
Initially, if the flows from the Big Coppitt area turn about to be only a 100,000
gallons/day, and Key Haven flows are 50,000 gallons/day, your total charges would be $517,035
for the year. I contrast the proposed Key Haven Utility Corp. rates that have a gallonage charge
of $8.76/1000 gallons and a base charge of $33.27. As you can see from our proposal, if you end
up with 2000 customers the base charge would be $10/customer and $5.06/1000 gallons. If you
looked at the average user using a 112 gallons/day this would produce a $10 base charge and
$17.05 usage charge for a total bill of $27.05 which ties in with the $27.03 proposal in my letter
of April 12, 2007.
If you need further clarification on our calculations we will be happy to provide it.
Sincerely yours,
William L. Smith, Jr.
President
CC. Jim Reynolds
FKAA Board of Directors
BOCC
KW Resort Utilities Corp.
P.O. Box 2125
Key West, FL 33045
Mr. Jim Reynolds
Executive Director, FKAA
1100 Kennedy Drive
Key West, FL 33041
April 12, 2007
RE: Big Coppitt Sewer Project
Dear Jim,
APR 1. 0 2007
EXECUTIVE DEPARTMENT
Congratulations on your recent successes in sewering Bay Point and Layton. KW Resort Utilities Corp. (KWRU)
has reached 70% of completion on an Advanced Wastewater Treatment (AWT) plant conversion and rehabilitation
project. In 2006 KWRU completed a project of relining of all our sewer mains thus tightening up our collection
system. The result of the lining project is that our flows today are less than in 1999 notwithstanding the connection
of over 1000 new customers. Once the conversion is complete (August 2007) we can re -rate our plant to treat
650,000 gallons per day. In short we are in a position where we have excess capacity and we are prepared to make
that capacity available to the residents of the lower keys at a substantial cost savings to the other options you are
considering.
KWRU is capable of treating all of the wastewater generated from Shark Key, Big Coppitt, Rockland, Geiger, U.S.
Navy, Key Haven, and the remainder of unsewered Stock Island. The key is that we are able to accomplish this
without the construction of additional tankage. The upgrade project and lining project results were better than
originally anticipated making it possible to treat wastewater from the Big Coppitt/Key Haven service area more
economically than previously proposed.
The Weiler Engineering Corporation has cost estimates for the FKAA to construct a waste water treatment plant on
Rockland Key, a transmission line from Rockland to Key Haven, and a reuse line from Rockland to Key Haven:
OPTION A
ROCKLAND PLANT COST
Wastewater Treatment Plant: $ 8,218,989
Raw Wastewater Force Main: $ 1,968,006
Reclaimed Water Force Main:$ 1,773,263
Total: $11,9069253
OPTION B
KWRU BULK SERVICE
Capacity Reservation Fee: $3,128,000
Force Main Big Coppitt/
Key Haven to KWRU: $ 2,693,000
Reclaim Force Main: $512,075
Total: $6,3331,085
FKAA Savings connecting to KWRU: $595739168
OPERATING EXPENSE
Our current charges are $39.20 per residential connection/EDU for monthly service, but that charge includes a
component for billing and collection system operations which would be excluded from the bulk service agreement
with KWRU to treat your wastewater. The excluded services of billing and collection system operations would be
KW Resort Utilities Corp.
P.O. Box 2125
Key West, FL 33045
provided by the FKAA. This bulk service agreement would enable you to provide the residents in the service
area a very affordable monthly sewer bill, much more affordable than if you pursue building the Rockland
plant.
The main drawback to treating water to a higher standard is that it is more costly. As a result of the AWT
conversion our costs for wastewater treatment will increase and we are currently planning on pursuing a rate case
before the Florida Public Service Commission (P.S.C.) to cover these costs. The P.S.C. regulates rates and will not
allow any windfall profits to an operator. All operating costs are apportioned to our 2500 customers. To the extent
that our costs would be spread over 4500 customers as opposed to 2500 customers, the FKAA connecting to our
system would make it more affordable for every ratepayer in the lower Keys whether they are FKAA Customers or
current KWRU customers. For this reason, building a second regional plant negates any economies of scale
for both the Big Coppitt service area customers and Stock Island customers.
Our current revenue requirements are $1,682,922 to operate our Utility Company. The additional cost of adding Big
Coppitt/Key Haven to our system for wastewater treatment is approximately $300,000 annually giving us a total
revenue requirement of $1,982,922 rounded to $2,000,000 annually. The cost per customer (with 4500 customers) is
$37.03/month. FKAA customers would be billed less because billing and collection system service would not be
provided by KWRU, say $10/month or $27.03 while the KWRU customers would be billed an additional $8/month
or $45.03/month.
Our estimate is that your operations costs are $560,000 per year to operate the plant and the reserve and replacement
revenue required is $300,000 annually for a total cost of $859,000.
Our proposal would be to charge the FKAA $650,000 annually ($27 per EDU per month) to treat the wastewater an
annual savings of $200 00 or $8.33/month per customer. I note the savings per KWRU customer would be
$10/month from $ o $45A� 00 — (ems!
CAPITAL COST COMPARISON
FKAA Rockland Plant $11,906,253 KWRU Bulk Service $6,333,086
PLANT OPERATING EXPENSE MONTHLY PER
RESIDENTIAL CUSTOMER/EDU
FKAA: $35.79 KWRU: $27.00
Note that the dollar savings amounts do not include the intangible savings of not locating a sewer plant in the
Rockland Key area and the necessary diminishment of real estate values accompanying such location or the land
cost savings that can be achieved by using the property for other purposes.
Very truly yours,
Wi allf m L S th, Jr
Cc: FKAA Board of Directors, Monroe County Board of Commissioners, Tom Willi, Elizabeth Wood