08/27/1991 RegularW 182
Regualar Meeting
Board of County Commissioners
Tuesday, August 27, 1991
Key Largo Library
A Meeting of the Board of County Commissioners
convened at 1:00 p.m. on the above date at the Key
Largo Library. Present and answering to roll call were
Commissioner Earl Cheal, Commissioner Douglas Jones,
Commissioner John Stormont and Mayor Wilhelmina Harvey.
Commissioner Jack London was not present. Also present were
Danny Kolhage, Clerk; Randy Ludacer, County Attorney; Tom
Brown, County Administrator; County Staff; members of the
Press and Radio; and the general public.
All stood for the Invocation and Pledge of
Allegiance.
ADDITIONS, CORRECTIONS, AND DELETIONS
Motion was made by Commissioner Cheal and seconded
by Commissioner Jones to delete item E-2, discussion of
settlement in McIntyre V. Freeman et al. Federal Jail Suit,
from the Agenda. Motion carried unanimously.
SOUNDING BOARD
Jerry Wilkinson, President of the Historical
Preservation Society of the Upper Keys addressed the Board
concerning the preservation of Flagler's overseas railroad
bridges. Motion was made by Commissioner Stormont and
seconded by Commissioner Jones to direct staff and the
County Attorney to determine the status of the zoning and
the Land Development Regulations as they apply to the
bridges and request the Historical Preservation Board to
implement the provisions of Section 9.5-453 of the Monroe
County Code and subsequent paragraphs to designate them as
historical structures. Motion carried unanimously.
George Mueller addressed the Board concerning con-
sideration of approval to issue a Revenue Refunding Bond for
refinancing the Plantation Key Convalescent Center mortage
debt. Motion was made by Commissioner Jones and seconded by
Commissioner Cheal to approve the conduit financing request
with Monroe County as the issuer on behalf of the Plantation
Key Convalescent Center and begin the necessary steps as
outlined in Bond Council Judson Freeman's letter dated
August 13, 1991. Roll call vote carried unanimously.
Sylvia Godfrey addressed the Board concerning a
proposed Hibiscus Park "Park Site" and Ocean Acres property
for possible Monroe County acquisition. No action was
taken.
Albert Rosillo addressed the Board concerning
renaming Donald Meacham Field at Key West International
Airport to Rosillo-Parla Field. Freddy Castro Addressed the
Board. No action was taken.
Dennis Tebon addressed the Board concerning
requested Road closures for the 1991 Anheuser-Busch Family
Fitness Weekend in Islamorada on September 27, 28, and 29,
1991. Motion was made by Commissioner Stormont and seconded
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by Commissioner Jones to approve the road closures as
follows; Friday Night: Old U.S. 1 from Cheeca Lodge North
to Blackwood Drive, 3:00 PM to 10:00 PM - Old U.S. 1 from
Cheeca Lodge North to Park Road, from 7:00 PM to 9:00 PM.
Saturday: Old US. 1 from Cheeca Lodge South to Parker Dr.,
from 8:00 AM to 8:45 AM. Sunday: Old U.S. 1 from Cheeca
Lodge North to Park Road, from 7:00 AM to 9:00 AM., con-
tingent upon providing information to the County
Administrator of proof of adherence to the seven conditions
placed on the Big Pine Key Association as follows: 1.
Necessary clean up 2. the placement of traffic cones spread
50' apart along the entire one -lane section of road 3.
barricades on side streets, easements, and driveways prohi-
biting access onto closed section of roadway 4. policemen
directing traffic at beginning and ending of course, also at
intersecting streets (5. public notice given through han-
douts to those on the West side of Key Deer Blvd. within
the closed area) and through announcements 6. Contact
emergency rescue agencies 7. supply proper insurance and
hold harmless agreement. Roll call vote was unanimous.
Motion was made by Commissioner Stormont and seconded by
Commissioner Jones directing the County Administrator to
notify all commission entities that the appropriate
clearance procedures through the County Administrator's
Office would be followed prior to any events being approved
by the Commission. Roll call vote was unanimous.
CONSTRUCTION PROGRAM MANAGEMENT MK G
The following firms made presentations to the
Board concerning Phase 1 of Jackson Square/Truman School
Renovations: Architects Design Group; Bender and Delaune
Architects, P.A.; Gonzalez/ADI; Hatcher, Zeigler, Gunn &
Associates, Architects; Imre Ereg, Architects. The Board
proceeded to ballot with the following results:
Cheal
Jones
Stormont
Harvey
Total
ADG
5
4
1
2
12
Bender
2
2
3
4
11
Gonzalez
ADI
1
5
4
3
13
HZGA
3
3
2
5
13
Imre
Ereg
4
1
5
1
11
The Clerk advised the Board that the results of the ballot
were as follows; Bender and Imre Ereg tied for first place
with 11 points, Architects Design Group with 12 points, and
Gonzalez/ADI and Hatcher, Zeigler, Gunn and Associates at 13
points each. The Board proceeded to ballot on the two firms
tied for first position, Bender and Imre Ereg with the
following results:
Cheal Jones Stormont Harvey Total
Bender 1 2 1 2 6
Imre
Ereg 2 1 2 1 6
The Clerk advised the Commission that the results of the
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ballot were as follows; a tie vote with six points each for
Bender and Imre Ereg. Motion was made by Commissioner Cheal
and seconded by Commissioner Jones to postpone further con-
sideration on the selection between the firms of Bender &
Delaune, Architects and Imre Ereg, Architects to the next
available meeting with a full Board. Motion carried unani-
mously.
PUBLIC HEARINGS
A Public Hearing was held concerning a proposed
Ordinance creating Sec. 6.3-12, Monroe Code in order to pro-
vide that prosecutions before the Code Enforcement Board
shall be initiated within four years of the occurence of the
event complained of or be forever barred: providing for an
exception for occurences which threaten human life; providing
for severability; providing for incorporation into the
Monroe County Code of Ordinances; providing for the repeal
of all Ordinances inconsistent herewith; and providing an
effective date. Motion was made by Commissioner Stormont and
seconded by Commissioner Jones to read by title only.
Motion carried unanimously. The County Attorney read by
title only. There was no public input. Community Services
Director Peter Horton addressed the Board. Motion was made
by Commissioner Cheal and seconded by Commissioner Jones to
continue to the next Public Hearing, and request that the
Staff and County Attorney provide alternatives to this por-
posed Ordinance. Roll call vote was unanimous.
Commissioner Jones left the meeting.
COUNTY ATTORNEY
County Attorney Randy Ludacer discussed a letter
received from Dr. A.J. Henriquez, Superintendent of Monroe
County Schools dated August 26, 1991, concerning school
capacity. Growth Management Director Bob Herman, addressed
the Board. Motion was made by Commissioner Stormont and
seconded by Commissioner Jones to approve a Resolution
rescinding a previous Resolution adopted by the Board con-
cerning the school capacity analysis and directing staff to
clarify information concerning school facilities. Motion
carried unanimously.
RESOLUTION NO. 275-A-1991
See Resolution Book No. 100 which is incorporated herein by
reference.
Motion was made by Commissioner Stormont and
seconded by Commissioner Cheal to transmit the complete new
school capacity information to the Department of Community
Affairs for acceptance of the interpretation of the adequate
schoolroom capacity in the County's Adequate Facilities
Report. Roll call vote was unanimous.
Growth Management Director Bob Herman discussed
traffic limitations in the lower keys and lapsed permits.
Mr. Ludacer discussed the Gonzalez case concerning
Gonzalez and Cook Key. Motion was made by Commissioner
Cheal and seconded by Commissioner Stormont to authorize the
appeal of the judgement in this case and requesting the
Department of Community Affairs to participate. Roll call
vote carried unanimously.
Mr. Ludacer discussed the cases concerning Mr.
DeCarion and Curry Cove and the Key Deer versus Monroe
County and the award of attorney's fees. Mr. Ludacer
discussed his concerns about certain requirements of the
law concerning resolutions on Land Use matters and the
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requirements for hearing and publication.
Mr. Ludacer addressed the Board concerning modifi-
cation of calculation of sales taxes and assertion of
penalty by the Florida Department of Revenue. Motion was
made by Commissioner Cheal and seconded by Commissioner
Stormont to proceed with the informal Department of Revenue
appeal procedures, to seek a waiver of the deposit of the
contested tax amount, and if unsuccessful to authorize the
placement of that deposit if necessary. Roll call vote
carried unanimously.
COUNTY ADMINISTRATOR
County Administrator Tom Brown addressed the Board
concerning consideration of proposed fiscal year 1992
Legislative action items.
Motion was made by Commissioner Stormont and
seconded by Commissioner Cheal to approve the North Key
Largo Scenic Highway proposal as amended. Under item
(2)(c) delete "if such signs are within 500 feet of such
business". Motion carried unanimously.
Motion was made by Commissioner Cheal and seconded
by Commissioner Stormont to approve the creation of a
Highway Corridor Authority. Motion carried unanimously.
The Board discussed Commissioner Cheal's recommen-
dations concerning the Principles for Guiding Development.
Motion was made by Commissioner Cheal and seconded by
Commissioner Stormont to request staff to review his propo-
sals in light of the preliminary policy directions adopted
by the Board and report back to the Board with changes that
they feel are appropriate. Roll call vote was taken with
the following results:
Commissioner
Commissioner
Mayor Harvey
Motion carried.
Cheal Yes
Stormont Yes
No
Mayor Harvey discussed legislation concerning prop-
serty assessments and the sharing of fees with State Parks
in the County. Motion was made by Commissioner Cheal and
seconded by Mayor Harvey to approve Indigent Care Surtax
Taxing Authority for small counties by referendum only.
Motion carried unanimously.
Motion was made by Commissioner Stormont and
seconded by Commissioner Cheal to to approve inclusion of
the Emergency Management Personnel in the State's special
risk retirment fund category - F.S. 121.0515 (County
Paramedics) with the provision that staff provide additional
data to the Commission. Roll call vote carried unanimously.
Motion was made by Commissioner Cheal and seconded
by Commissioner Stormont to approve increased state funding
in compensation for lost ad valorem revenues on property
owned by the State of Florida in Monroe County, an Area of
Critical State Concern. Motion carried unanimously.
Motion was made by Commissioner Cheal and seconded
by Commissioner Stormont to approve the request to sponsor
action to reduce the solid waste stream through packaging
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mandates, bottle bills, and hazardous materials elimination
such as six pack bottle rings as amended with the addition
of a dry -cell battery recycling program and to be considered
directions to the County Administrator and also requesting
the Legislature to grant more authority to the Counties to
regulate these items. Motion carried unanimously.
Motion was made by Commissioner Cheal and seconded
by Commissioner Stormont to approve the revision to the
one -cent infrastructure sales tax legislation to permit
utilization of a part of the proceeds to offset the cost of
operating County detention facilities, with the County
Administrator to continue to pursue this matter. Motion
carried unanimously.
Motion was made by Commissioner Cheal and seconded
by Commissioner Stormont to approve the request for local
flexibility for use of Tourist Tax and ask the County
Attorney to review the request for potential proposals to
satisfy the intent of this request. Roll call vote was
taken with the following results:
Commissioner
Commissioner
Mayor Harvey
Motion carried.
Cheal Yes
Stormont Yes
No
Motion was made by Commissioner Cheal and seconded
by Mayor Harvey to approve the request that the Legislative
Delegation should attempt to obtain at least an 85% cap on
the County's contribution to the cost of operating the
Monroe County School System. Motion carried unanimously.
Motion was made by Commissioner Cheal and seconded
by Mayor Harvey to request that the Legislative Delegation ahouI6
take action to requarp all government business, includ n-E, votin8,
ze conducted only -in 'gl ih. Motion carried unanimously.
Motion was made by Commissioner Cheal and seconded
by Commission Stormont to approve the request for change in
code enforcement laws, requesting that state law be changed
to require recovery of code enfocement costs identifiable
to a case if there is a finding of guilt. This would be an
administrative cost, not impacted by the amount of the fine,
similar to court costs. Motion carried unanimously.
Motion was made by Mayor Harvey and seconded by
Commissioner Cheal to approve the request to acquire a
materials storage shed for the Marathon Modular Jail.
Motion carried unanimously.
The Board discussed the 1992 Florida Department of
Transportation Plan of August 1, 1991. Motion was made by
Commissioner Cheal and seconded by Mayor Harvey requesting
that the Plan be modified to refer to Hurricane Evacuation
on page 5 and 6, and also to refer to Cruise Ship and Port
Activity in Monroe County on page 15. Motion carried unani-
mously.
Motion was made by Commissioner Cheal and seconded
by Commissioner Stormont for approval to solicit proposals
from investment banking firms to serve the County as senior
managing underwriter/co-manager for the issuance of approxi-
mently $38,000.000.00 of revenue bonds, in accordance with
the attached recommendation from Public Financial
Management. Motion carried unanimously.
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SOUNDING BOARD
Motion was made by Commissioner Stormont and secon-
ded by Mayor Harvey to request the County Administrator to
meet with or call Mr. Beatty and include the Rotary Club in
the previous action of the Commission concerning the issue
of portable stages. Motion carried unanimously.
There being no further business, the meeting was
adjourned.
MEONROE, FLORIDA
QUALIFICATIONS/PROPOSALS
TO SERVE AS
SENIOR MANAGING UN -DERWRI T —C—K
Issue Date:
Due Date_
Monroe County, Florida
Submission of Proposals
Monroe County (the "County"), Florid2 is soliciting proposal from
investment banking firms to serve the County -as senior managing underwriter/co
,manager for the issuance of approximately ($44miliif)n dollars of revenue bonds.
The revenue bonds will be payable from $lag Collection of the one -sect
discretionary infrastructure sales surtax pursuant to Section 212.055 (2) Florida
Statutes. The proceeds will be used to finance design engineering and construction
of additional criminal justice facilities and for payment of Sales Tax Bond
Anticipation Notes, Series 1990 (the "Notes"). The Notes were issued May 15, 1990
in the par amount of $12,500,000 and are due November 15, 1991. The County has
covenanted to issue bonds thirty days prior to the Notes becoming due.
The specified numbers of proposals responding to the questions and requests for
information contained herein should be submitted to:
Lavon Wisher
Public Financial Management, Inc.
5900 Enterprise Parkway
Fort Myers, FL 33905
(Four copies)
To be considered, copies of the proposals must be delivered to the above address
and received no later than
Late proposals will not be accepted.
Additi nal Information
It is the responsibiiity of the offerer to inquire about and clarify any a.apeet of the
RFQ/RFP that is not understood. Questions and requests for clarification should be
famed Public Financial Management, Inc. at (813) 693-6384.
Propos [ Timetable
The County has established the following timetable for -,election of the senior
managing underwriter/co manager. This schedule is subject to Yaanne as the County may
require.
RFQ/RFP Issued
Proposals Due
Underwriter Shortlisting
by Qualification
Solicit Qualified.
Underwriters Fee
Proposals
Underwriter Selection
Underwriter Confirmation.
by County Council
General Terms and Conditions
Proposals should be prepared simply and economically, and should providC
straightforward and concise responses which satisfy the requirements of this RF'Q/RFF.
Emphasis should be placed ova the completeness and clarity of the content. The County
shall not be liable for any expenses incurred in the preparation or presentation of the
proposals.
Proposers, their agents and associates shall refrain from contacting or soliciting
any members of the Board of County Commissioners, Selection Committee or other County
officials regarding this RFQ/RFP during the selection process. Failure to comply with
this provision may result in the disqualification of the proposer. All questions should he
directed to Public Financial Management, Inc. the County's Financial Advisor or tha
County's designated Contact Person.
Proposal Format
Proposals should conform to the following specifications:
o Responses should be submitted consistent with the terms and condition, of
this RFQ/RFP, as further described herein.
o No printed brochures or materials, other than written responses to the
questions outlined in this RFQ/RFP should be submitted.
Joint Pronosal. Accented
Joint proposals from .more than one underwriting firm will be accepted. In these
instances, the book -running manager trust be designated iL the proposal. Furthermore, the
County will designate co -managers and other member, (if the Syndicate or selling group.
Conditions of Award
The County intends to award a contract to the film whoSc proposal(s), in the
County's sole opinion, is most advantageous to the roeant �11a4d-d on i,
Y • . ttn t .0 I-rItk,L 3 set
forth in the RFQJRFP. The County reserves theright to re, ct acy end all proposals
received and to request clarification of information from any Source. The County also
reserves the right to waive any irregularity or informality if it is dcclmed to be
advantageous to do so.
REQUEST FOR QUALIFICATIONS.
Specific Proposal Reguirements-
Each proposal should be accompanied by a 'letter of trar:smiml aot extieeding ..;o
pages which summarizes key point of the proposal and which is signed by an offleer. of
the firm who is responsible for committing the firm's resourczs.
Proposals should contain direct responses to the following suestions or request ;or
information and be organized so that the specific c+,urstion or request fer inf orm3:icn
should each begin on a new page with tue question repeated at ;hw top of the page.
1. Tax -Exempt Securities Sales Experlence. For the years 088, M9. 1997 and first
half of 1991, please provide in tabular form the volume and_ creent of Your first's sales
of tax exempt securities to the following:
A.
Institutions
B.
Bond Funds
C.
Retail
D.
Other (Specify)
E.
Total
Z. Florida Senior Manager Experience. Provide a tabular listing of your firm's experience
as senior. book running rrmanrtper for Florida Bond issues sintie January 1, 1988. For cacti
transaction please provide the following:
A.
Issue Date
B.
Issuer
C.
Purpose
D.
Par Amount
E.
Firm' Role
F.
Type of Financing
G.
Type of Sale
Please see attached form for format requirements
3. References. Provide references for three recently completed- transactions listed in
response.
4. Personnel. Identify the organizational structure which the il-lounry's engagement
will be managed by your firm. Identify and }provide background on the senior banker
who will assume day-to-day and on -site responsibilities of managing and supporting the
County's financing. This is the individual who will be ex;^.•ected to regularly represent
your firm at 31l financing meeting. P ease indicate others who will serve the Couat,;
directly with banking responsibilities with respect to strixctsring, pricing, marketing and
re -marketing. Brief Biographies of these individuals should be included.
5. Understanding of key issues related to the structurlab yWd marketing of the
proposed financing. In no more than two pages describe the ices credit issues -which -your
firm feels the County must address in developing the plan of finance for the financing.
6. Formulation of preliminary plan of finance. ;n no more han three pages discuss
your firm's innovations and/or recommendations is formulating a preliminary plan of
finance. Please include a discussion of methods.
y. Bond Allocation From your viewpoint as a boolt_ruaning senior manger, discuss
how the County can achieve the lowest interest cost for its debt financing while trying to
assure fair treatment relative to the split in the maLagement fee component of the gross
spread among the managing underwriter and the allocation of bonds.
8. Underwriters' Counsel. Provide the naive and location of two firms, ranked in
order of preference, which you would propose to serve as jJaderwriters' Counsel for the
C:ounty's engagement. The County reserves the right of approval.
9. Public Entity Crimes. Provide a signed copy of the attaehed Public. Entity Crimes
statement as required under Chapter 2$7, Florida Statutes, Section 287.133(3)(a),
Evaluation Criteria
The Proposals will based on the following criteria:
# Experience and availability of individuals a3signed to
the project team.
" Experience of :he firm with similar types of financings.
Understanding of key credit issues facing; the Couaty's
financing(s).
' Creativity in formulating a plan of finance.
Marketing capabilities of the firm.
Responsiveness to the specifications of the RFQ/RFP.
Client references.
SELECTION CRITERIA
All proposals submitted prior to. the specified deadline will be reviewed by thy:
County and its financial advisor. The information requested by the RFQ/ RFP will be
evaluated to identify the firm(s) which is best qualified to serve the Count; as senior
managing underwriter/co manager for this transaction.
The County will then reouest the qualified firms eociole-te_the attached REP.
Firms a -re not to complete this farm unless reQuested_ky the ElLi "cial Advisor.
The County reserves the right to select more than one (1) fins to serve as
managing underwriter as well as the right to select other underwriting participants. Tile
County reserves the right to waive technicalities or irreg;:lrities in proposals at its
discretion or to reject any or all proposals received.
REQUEST FOR PROPOSAL
1. Underwriters Compensatioa
1Vlanagement Fee -
Expenses (a) -
Takedown (b)---
Risk (b)
TOTAL
2. Marketing In no more than one page please describe the techniques Your firm would
use to market the proposed band issue.
3. Timetable Please provide proposed timetable for this band issue.
4_ Debt Service Schedule Provide as an attachment the latesT Debt Se.r,= ce ch=d,11e of a
Florida issue (including Final Gross Spread Schedule).
(a) PLEASE ITEMIZE
(b) EASED ON TODAY'S MARKET
fixed based or= this proposal.
Please note: 1) The management fee and expenses are
2) The County intends to se:ect a firm with the marketio.g strenS%11 to
eliminate the risk. component of the gross spread.
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