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1st Amendment 07/15/2009 DANNY L. KOLHAGE CLERK OF THE CIRCUIT COURT DATE: August 6, 2009 TO: Judy Clarke, Director of Engineering Services Pamela G. HanC~c. FROM: At the July 15, 2009, Board of County Commissioner's meeting the Board granted approval and authorized execution of the First Amendment to the Interlocal Agreement (ILA) dated September. 20, 2006 between Monroe County and Florida Keys Aqueduct Authority (FKAA) for the County to provide funding for the Duck Key Regional Wastewater System. Enclosed is a duplicate original of the above-mentioned for your handling. Should you have any questions please do not hesitate to contact this office. cc: County Attorney Finance File FIRST AMENDMENT TO INTERLOCAL AGREEMENT FOR THE CONCH KEY/DUCK KEY REGIONAL WASTEWATER SYSTEM THIS FIRST AMENDMENT TO INTERLOCAL AGREEMENT is entered into this 15th day of July, 2009, pursuant to Sec. 163.01, FS., by and between Monroe County, a political subdivision of the State of Florida, (County), and the Florida Keys Aqueduct Authority, Inc., an independent special district, (FKAA). WHEREAS, the County has committed by interlocal agreement dated September 6, 2005, and by Master Lease dated as of September 6, 2005, to seek funding through federal and state grants and the issuance of revenue bonds backed by the pledge of infrastructure tax; and to provide funding to the FKAA for the administration, planning and construction of wastewater projects e owned Monroe County; and WHEREAS, on September 20, 2006, the County and the FKAA entered into an interlocal agreement for the County to provide funding for administration, planning and construction of a wastewater collection system, transmission main and method of treatment to Advanced Wastewater Treatment (A WT) standards to serve the residents and business in the Conch KeylDuck Key Wastewater Service District; and WHEREAS, FKAA has acquired a treatment plant on Duck Key for purposes of upgrade and expansion to provide AWT to the area encompassing Duck Key, Indies Island, and Conch Key, and has initiated design and other services to commence the Duck Key Project; and WHEREAS, the County and the FKAA desire to establish their responsibilities and rights in carrying out the Duck Key Project, including, but not limited to, ownership of various system components and respective percentage of funding responsibilities; now therefore IN CONSIDERATION of the mutual consideration and premises set forth below, the parties agree as follows: 1. Section 1, COUNTY FUNDING, of the interlocal agreement dated September 20, 2006 (IIA) shall be amended to read: 1. COUNTY FUNDING OF COUNTY-OWNED SEGMENTS OF PROJECT: A. The County shall appropriate through resolution of the BOCC, from any lawfully available source, those funds which have been duly approved for the estimated costs of administration, planning and construction of the County-owned segments of the Duck Key Project and the acquisition of the capacity at the treatment plant to provide advanced wastewater treatment for Conch Key and Duck Key, to the FKAA, which shall not exceed Five Million One Hundred Thousand Dollars ($5,100,000), unless that amount is changed by amendment to this agreement. As the project progresses, and estimates are altered to reflect a combination of actual costs incurred and changes in pricing due to contracts resulting from bid processes, and other changed conditions, the FKAA shall provide such information to the County. The County shall, at such time as sufficient 1 st Amend Duck Key ILA 1 funding has been identified to pay for the construction of the collection systems on Duck Key, notify FKAA so that an amendment can be entered for the necessary additional funding to be provided for that segment of the project. This Agreement shall be modified as necessary to reflect such changes in estimates in order to provide for adequate funding to be available for the timely and efficient construction of the County-owned segments of the project. B. Ownership Interest. (i) The County shall own those portions of the project for which it provides funding. The funding described above shall pay the costs of the collection system, which the County shall own and which shall be subject to the Master Lease dated September 6, 2005, as amended, and capacity for 900 EDUs of Conch Key and Duck Key in the treatment plant acquired by FKAA. (ii) FKAA shall retain ownership of the upgraded treatment plant, less the capacity acquired by County, and shall be the Lessee of the collection system, as set forth in the Master Lease. 2. Section 2, PROJECT, of the ILA shall be amended to read: 2. For purposes of ownership, lease for operations, and funding, the Project shall be divided into segments, those which are owned by the County and leased to the FKAA for purposes of construction, maintenance and operations, and those which are owned by the FKAA. A. The County shall own, and lease to FKAA, the following: Collection Systems on Duck Key Capacity in Duck Key Regional Treatment Plant for EDU's on Conch Key and Duck Key B. The FKAA shall own the following: Duck Key Regional Treatment Plant Conch Key Collection System 3. Section 2, EXPENDITURE OF FUNDS, of the ILA shall be renumbered as Section 3, and amended to read as follows: 3. EXPENDITURE OF FUNDS. The FKAA shall initially be funded in the amount of One Million Five Hundred Thousand Dollars ($1,500,000) for the administration, planning and construction of the County-owned segments of the Duck Key wastewater project. Thereafter, during the course of the project, the FKAA may request reimbursement for payments made by FKAA upon submission of documentation of previous expenditures from the One Million Five Hundreed Thousand Dollars ($1,500,000) until the total amount allocated by the County is exhausted. The FKAA shall submit this documentation to the County Senior Administrator, Sewer Projects (hereafter designated as the CSA) describing the services performed and stating for which wastewater district for which the funds were expended. The submission must be in a form satisfactory to the CSA and Clerk of the Circuit Court (Clerk). If the CSA approves the submission she shall forward the same to the Clerk. If the CSA or the Clerk determine that the submission is unacceptable, either of them shall return it to the FKAA in writing with a written description of the deficiency(ies ). 4. The remaining sections of the ILA shall be renumbered. 5. All other provisions of the ILA dated September 20, 2006, for the Conch KeylDuck Key Regional Wastewater System not inconsistent herewith shall remain in full force and effect. 1 st Amend Duck Key ILA 2 6. EFFECTIVE DATE. This Agreement will take effect on July 15, 2009. IN WITNESS WHEREOF, the parties hereto have set their hands and seals the day and year first above written. (SEAL) Danny L.. By: G Deputy Cler BOARD OF COUNTY COMMISSIONERS OF M~OE COUNTY, FWRlDA By:P&#r~ ~4 ';r)~,~ Mayor/Chairperson NtONROE COUNTY ATTORNEY F ZANNE A. H TTON G':J,~$~1 THE FLORIDA KEYS AQUEDUCT AUTHORITY ~:AL) ~. C R~r Chairman 1 st Amend Duck Key ILA ~ -.." <:) o "'h.. <:\)~ ::t'"T i"_ ~ ;:f{ i;] ?i r-; ~ r-" "..':) . ~:: 52 ,~ :~: ?O r2 ~. () ::c ... 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