Item N5BOARD OF COUNTY COMMISSIONERS
C ounty of M onroe A(I Mayor George Neugent, District 2
T he Fl orida Keys 4� �� m Mayor Pro Tem David Rice, District 4
l Danny L. Kolhage, District 1
Heather Carruthers, District 3
Sylvia J. Murphy, District 5
County Commission Meeting
August 16, 2017
Agenda Item Number: N.5
Agenda Item Summary #3242
BULK ITEM: No DEPARTMENT: Waste Water
TIME APPROXIMATE: STAFF CONTACT: Tina Losacco (305) 289 -6051
3:00 PM PUBLIC HEARING
AGENDA ITEM WORDING: A Public Hearing to adopt the South Stock Island Wastewater
Assessment Program Phase 2 Final Assessment Resolution describing the method of assessment for
the South Stock Island Wastewater parcels as provided by K W Resort Utilities Corp.
ITEM BACKGROUND: This resolution levies the remaining parcels (representing 758.54
Equivalent Dwelling Units, or EDUs) included within the 1,500 EDUs covered by the County's 7-
31 -2002 Capacity Reservation and Infrastructure Contract, for which the Capacity Reservation Fee
was not collected either by earlier tax roll assessments or by payment in full to the utility or the
County. In accordance with the section 197.3632, F.S., notice of the hearing was sent by first class
mail to the owners' addresses of record following the adoption of the Initial Assessment Resolution
on April 12, 2017 and by publication in a newspaper generally circulated within the County. There
were 5 changes to the Non -Ad Valorem Assessment Roll after adoption of the Initial Assessment
Resolution. These changes were incorporated into the notices mailed following the IAR adoption.
The changes are: parcel 00126370- 000100 has been increased to 17.4 EDU (from 5.84; increase of
12.56), parcel 00126450- 000000 has been added to the list with .47 EDU (1.53 EDU paid; total of 2
EDU on parcel), parcel 00127250- 000000 has been changed to 24.85 EDU (adjusted to total 1,500
EDUs per KWRU), and parcel 00124510- 000000 was reduced to 1.0 EDU (approved appeal by
KWRU). The final assessment resolution is now presented for adoption by the Board of County
Commissioners.
PREVIOUS RELEVANT BOCC ACTION: On July 31, 2002, the BOCC entered into a Capacity
Reservation and Infrastructure Contract ( "Contract ") with K W Resort Utilities Corp. (KWRU),
which provided that the BOCC would pay up to $4.06 million for expansion of the vacuum system
and upgrade to AWT and KWRU would provide wastewater capacity for South Stock Island. In
return, the County would collect a capacity reservation fee (CRF) of $2700 /Equivalent Dwelling
Unit (EDU) for a total of up to 1,500 EDUs to repay itself. On July 15, 2003, the BOCC adopted
Ordinance 27 -2003, establishing the wastewater assessment program. On July 14, 2004 the BOCC
adopted an Initial Assessment Resolution imposing the assessment, and giving residents the option
of voluntarily signing up for the South Stock Island Wastewater Assessment Program in lieu of
paying the $2700 /EDU in full. Of the 1,500 EDUs covered by the 2002 Contract, approximately
758 EDUs remained to be collected.
On Apri 1 12, 2017, the BOCC approved the Initial Assessment Resolution for the South Stock I sl and
Agent Phase 2. On May 17, 2017, the BOCC approved item P2 the Fined Assessment
Resolution for collection of special assessments for the South Stock Island Wastewater assessment
program phase 2 submitted; staff had intended on asking for a continuance. On June 21, 2017, the
BOCC approved item N 10, rescinding the Final Assessment Resolution submitted and approved on
May 17, 2017.
This Final Assessment Resolution now levies an assessment on remaining parcels to collect the
remaining CRF of the original 1,500 EDU's.
CONTRACT /AGREEMENT CHANGES:
Collect remaining capacity fee reservations in S. Stock Island
STAFF RECOMMENDATION: Approval as written.
DOCUMENTATION:
SI 2 FAR August 16, 2017 w atty stamp
FINANCIAL IMPACT:
Effective Date: N/A
Expiration Date: N/A
Total Dollar Value of Contract: N/A
Total Cost to County: N/A
Current Year Portion: Varies depending on payoffs
Budgeted: Yes
Source of Funds: Non Ad Valorem Special Assessments
CPI: N/A
Indirect Costs:
Estimated Ongoing Costs Not Included in above dollar amounts:
Revenue Producing: Yes If yes, amount: varies (assessment collections vs annual
tax bill option)
Grant: N/A
County Match: N/A
Insurance Required: N/A
Additional Details:
REVIEWED BY:
71VISIUM `_• 1
Cynthia Hal I
Budget and Finance
Kathy Peters
Board of County Commissioners
Completed
07/30/20174:19 PM
Completed
07/30/20174:41 PM
Completed
07/31 /2017 9:41 AM
Completed
07/31 /2017 9:52 AM
Pend i ng
08/16/2017 9:00 AM
RESOLUTION NO. -2017
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF MONROE
COUNTY, FLORIDA, RELATING TO THE PROVISION OF WASTEWATER
CAPACITY; IMPOSING ANNUAL WASTEWATER ASSESSMENTS FOR
PROPERTIES LOCATED WITHIN THE SOUTH STOCK ISLAND WASTEWATER
ASSESSMENT PROGRAM PHASE 2 WASTEWATER SERVICE AREA; APPROVING
THE NON -AD VALOREM ASSESSMENT ROLL; PROVIDING FOR COLLECTION
OF THE WASTEWATER ASSESSMENTS; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, on July 15, 2003 the Board of County Commissioners (the 'Board ") of Monroe
County, Florida, enacted Ordinance No. 027 -2003 (the "Ordinance "), to authorize the imposition _
of special assessments to fund the cost of wastewater treatment capacity; and
WHEREAS, on April 12, 2017 the Board adopted Resolution No. 116 -2017 (the "Initial m.
Assessment Resolution ") relating to the provision of wastewater service to properties in the CL
South Stock Island Wastewater Assessment Program Phase 2 Wastewater Service area,
describing Capacity Reservation Fees (CRFs), collection costs and other terms and conditions of
wastewater assessment for properties located within these areas; and directing preparation of the
preliminary Non -Ad Valorem Assessment Roll and publication of the notice required by the 3
Ordinance; and
CD
WHEREAS, in order to levy the Wastewater Assessments for the upcoming tax year, the
Ordinance requires the Board to adopt a Final Assessment Resolution for the South Stock Island
Wastewater Assessment Program Phase 2 ( "Resolution ") which establishes the rates of the
assessment and approves the Wastewater Assessment Roll for the upcoming Fiscal Year, with
such amendments as the Board deems appropriate, after hearing comments and objections of all
interested parties; and
WHEREAS, the updated Wastewater Assessment Roll has been filed with the County
Administrator, as required by the Ordinance; and
WHEREAS, notice of a public hearing on adoption of this resolution has been published and
mailed, as required by the terms of the Ordinance, notifying each property owner of the
opportunity to be heard concerning the assessments, and the proof of publication and affidavit of
mailing are attached hereto as Appendices A and B and the form of the notice that was mailed to
the property owners is shown in Appendix E; and
WHEREAS, a public hearing was held on April 12, 2017 on adoption of the Initial Assessment
Resolution and comments and objections of all interested persons have been heard and
considered as required by the terms of the Ordinance.
Page 1 of 4
South Stock Island Wastewater Assessment Program Phase 2 - Final Assessment Resolution
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF MONROE COUNTY, FLORIDA, AS FOLLOWS:
SECTION 1. AUTHORITY. This Resolution is adopted pursuant to the Ordinance, Chapter
125, Florida Statutes, and other applicable provisions of law.
SECTION 2. DEFINITIONS. This Resolution is the Final Assessment Resolution as defined in
the Ordinance. All capitalized terms in the Resolution shall have the meanings defined in the
Ordinance and the Initial Assessment Resolution.
SECTION 3. CONFIRMATION OF INITIAL ASSESSMENT RESOLUTION. The Initial N
Assessment Resolution, as amended herein, is hereby ratified and confirmed.
SECTION 4. APPROVAL OF NON -AD VALOREM ASSESSMENT ROLL. The Non -Ad _
Valorem Assessment Roll, a copy of which is attached hereto as Appendix C, is hereby CL
approved.
SECTION 5. WASTEWATER ASSESSMENTS (A) The Tax Parcels described in the Non -Ad
Valorem Assessment Roll are hereby found to be specially benefited by the provision of
wastewater capacity in the amount of the annual Wastewater Assessment set forth in the Non -Ad
Valorem Assessment Roll. The methodology for computing annual Wastewater Assessments
described in the Initial South Stock Island Wastewater Assessment Program Phase 2 Resolution
represents a fair and reasonable apportionment of cost among the Tax Parcels receiving the
special benefit and is hereby approved. Annual Wastewater Assessments computed in the
manner described in the Non -Ad Valorem Assessment Roll at the rate and for the term
designated for each Tax Parcel in the Non -Ad Valorem Assessment Roll are attached hereto as
Appendix C. The Initial South Stock Island Wastewater Assessment Program Phase 2, as
amended herein, will be included on the Ad Valorem tax bill to be mailed in November 2017.
(B) Pursuant to the Uniform Assessment Collection Act and the Ordinance, the Wastewater
Assessments shall constitute a lien against assessed property equal in rank and dignity with the
liens of all state, county, district or municipal taxes and other Non -Ad Valorem assessments.
Except as otherwise provided by law, such lien shall be superior in dignity to all other prior liens,
titles and claims, until paid. The lien shall be deemed perfected upon adoption by the Board of
the Final Assessment Resolution or an Annual Assessment Resolution for the Service Area and
shall attach to the property included on the Non -Ad Valorem Assessment Roll as of the prior
January 1, the lien date for ad valorem taxes.
Page 2 of 4
South Stock Island Wastewater Assessment Program Phase 2 - Final Assessment Resolution
(C) As to any Real Estate Parcel that is acquired by a public entity through condemnation,
negotiated sale or otherwise prior to adoption of the next Annual Assessment Resolution, the
Adjusted Prepayment Amount shall constitute a lien against assessed property equal in rank and
dignity with the liens of all state, county, district or municipal tax and other Non -Ad Valorem
assessments. Except as otherwise provided by law, such lien shall be superior in dignity to all
other liens, titles and claims, until paid. The lien shall be deemed perfected upon adoption by the
Monroe County Board of County Commissioners ( "BOCC ") of the Final Assessment Resolution
and shall attach to the property included on the Assessment Roll upon adoption of the Final
Assessment Resolution for the Service Area.
SECTION 6. COLLECTION OF WASTEWATER ASSESSMENTS. The Wastewater
Assessments shall be collected pursuant to the Uniform Assessment Collection Act. Upon
adoption of the Annual Assessment Resolution for each Fiscal Year, the County Administrator
shall cause the certification and delivery of the Non -Ad Valorem Assessment Roll to the Tax
Collector by September 15, in the manner prescribed by the Uniform Assessment Collection Act.
SECTION 7. EFFECT OF FINAL ASSESSMENT RESOLUTION. The adoption of the Final
Assessment Resolution for the Service Area shall be the final adjudication of the issues presented
herein and in the Initial Assessment Resolution (including, but not limited to, the reasonableness
of the legislative determination of special benefit and fair apportionment to the assessed
property; the reasonableness of the method of apportionment; the enforceability and accuracy of
the calculation of the initial rate of assessment and the preparation of the initial Non -Ad Valorem
Assessment Roll; and the validity and the enforceability of the lien of the annual Wastewater
Assessment), unless proper steps are initiated in a court of competent jurisdiction to secure relief
within 20 days from the date of Board action on this Final Assessment Resolution.
SECTION 8. ASSESSMENT NOTICE. The County Administrator is hereby directed to
record this Resolution as notice of the Wastewater Assessments in the Official Records Book in
the office of the Monroe County Clerk of Courts. The preliminary Non -Ad Valorem Assessment
Roll and each annual Non -Ad Valorem Assessment Roll shall be retained by the County
Administrator and shall be available for public inspection
SECTION 9. APPEAL PROCEDURE. (A) EDUs were allocated for Real Estate Parcels
requiring wastewater service within the South Stock Island Wastewater Assessment Program
Phase 2 Service Area by KW Resort Utilities Corp. The appeal procedure attached hereto as
Appendix D is hereby established for an owner of a Real Estate Parcel to challenge the treatment
of the property for purposes of the assessments.
(B) Notwithstanding Section 9 of the Final Assessment Resolution, any appeals for the 2017
tax bill must be filed by August 31, 2017.
Page 3 of 4
South Stock Island Wastewater Assessment Program Phase 2 - Final Assessment Resolution
SECTION 10. PREPAYMENT NOTICES, On July 26, 2017, the County Administrator or his
designee provided notice by first class mail to the owner of each Real Estate Parcel described in
the Assessment Roll of the opportunity to prepay all future annual Assessments, without
additional financing or administrative costs. The notice, in substantially the form attached as
Appendix E, was mailed to each property owner at the address utilized for the notice provided
pursuant to Section 3.04 of the Initial Assessment Resolution for the Service Area, as amended
herein.
SECTION 11. 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 16' day of August 2017.
Mayor George Neugent
Mayor Pro Tern David Rice
Commissioner Danny L. Kolhagc
Commissioner Heather Carruthers
Commissioner Sylvia Murphy
(SEAL)
Attest: KEVIN MADOK,
CLERK OF THE COURT
By: Deputy Clerk
BOARD OF COUNTY
COMMISSIONERS OF
MONROE COUNTY, FLORIDA
By: Mayor/Chairperson
;tq
-I .-
Page 4 of 4
South Stock Island Wastewater Assessment Program Phase 2 - Final Assessment Resolution
APPENDIX A
PROOF OF PUBLICATION
PLACE HOLDER
/_ ' ' ► M r.
AFFADAVIT OF MAILING
South Stock Island Wastewater Assessment Program Phase 2 — Final Assessment Resolution B -1
Appendix C
Non -Ad Valorem Assessment Roll
SOUTH STOCK ISLAND WASTEWATER ASSESSMENT PROGRAM PHASE 2
Parcel
Real Estate
Number
EDU Count
Total Capacity
Reservation Feel
Owner
Parcel EDU
Total
00123510- 000000
9.82
$26,514.00
Libben LLLP
22.5
00123680 - 000000
4
$10,800.00
UP Development KW Holdings LLC
8.2
00123800 - 000102
1
$2,700.00
Harbor Bay Investments, LLC
1
00124090 - 000000
5.84
$15,768.00
SERFECZ JOSEPH
5.84
00124140 - 000000
48
$129,600.00
Banyan Grove Residences, Ltd.
48
00124140 - 000100
0.34
$918.00
SPOTTSWOOD PARTNERS INC
9.95
00124350- 000000
12
$32,400.00
Smith Kit Carson Lee
12
00124380 - 000000
2
$5,400.00
Keys Yamaha Services Inc.
2
00124430 - 000000
5
$13,500.00
R & S OF KEY WEST, 5671 Macdonald LLC, H -Try LLC
5
00124470 - 000000
4
$10,800.00
5645 Macdonald Ave LLC
4
00124510- 000000
1
$2,700.00
Lisa Birrell
1
00124530- 000000
3.44
$9,288.00
R & S of Key West LLC
3.44
00124540- 000000
64
$172,800.00
Waters Edge Colony, Inc.
64
00124560- 000000
25
$67,500.00
Westgroup Tropic Palms LLC
25
00124790 - 000000
1
$2,700.00
Quintana Margarita
3
00124920 - 000000
1
$2,700.00
Riesi Pizza LLC
1
00124930 - 000000
1
$2,700.00
Riesi Pizza LLC
1
00125170- 000000
3
$8,100.00
SPOTTWOOD PARTNERS II LTD
12
00125350- 000000
49
$132,300.00
Monroe County
49
00125360- 000000
1
$2,700.00
HOLLAND MINI STOARAGE LLC (SAM HOLLAND)
1
00125380- 000000
4
$10,800.00
DE MARCO PIERGIORGIO DECLARATION OF TR DTD 6/4/99, DE MARCO MARIA
DECLARATION OF TRUST DTD 6/4/99
5
00125380- 000101
4.86
$13,122.00
Future investments of KW LLC
4.86
00125380- 000200
1.8
$4,860.00
Key West Property Holding Company, LLC
1.8
00125420- 000000
1
$2,700.00
Future investments of KW LLC
1
00125450- 000101
1
$2,700.00
ZILKO JACOB AND MILDRED LIVING TRUST
1
00125450- 000200
2.37
$6,399.00
JG RENTALS LLC
7.37
00125450- 000400
3.1
$8,370.00
COOPER JAMES ROBERT AND NANCY
4.1
00125450- 000900
3.03
$8,181.00
CONDELLA STEVE J
4.3
00125450- 001100
1.08
$2,916.00
CONDELLA STEVE J
2.08
00125480- 000000
3.84
$10,368.00
KEY WEST BAPTIST TEMPLE INC
14.03
00125770- 000000
34
$91,800.00
TOWNSEND RAIN K & PHILIP H
34
00125820- 000000
2.8
$7,560.00
SAUNDERS & DOELMAN TRANSPROP LLC
5.74
00125930- 000000
4
$10,800.00
UP Development KW Holdings LLC
4
00126000 - 000000
8.8
$23,760.00
UP Development KW Holdings LLC
8.8
00126060 - 000000
23.27
$62,829.00
5730 Fourth Ave LLC
23.27
00126070 - 000000
0.16
$432.00
Harden MarcA
0.16
00126080 - 000000
3.94
$10,638.00
STOBLE & LEE ENTERPRISES INC
4.94
00126120 - 000000
3
$8,100.00
DION FAMILY REVOCABLE TRUST 11/3/2009
4
00126210 - 000000
8
$21,600.00
Oceanside Investors LLC
8
00126290 - 000000
2
$5,400.00
FLORIDA KEYS ELECTRIC INC FLA KEYS ELECTRIC
3.26
00126370 - 000100
17.4
$46,980.00
KOENIG TIMOTHY J T /C, OROPEZA SCOTT G
18.4
00126390 - 000000
2.4
$6,480.00
TORRES CLAUD & SEIKO
2.4
00126440 - 000000
1
$2,700.00
CHARLEY TOPPIONO & SONS INC
1
00126440 - 000100
3
$8,100.00
BEAVER, JAMES
4
00126440 - 000300
1
$2,700.00
SOCA JOSE, SOCA CARMEN T/C
3
00126450- 000000
0.47
$1,269.00
SMITH DAVID GEORGE SMITH JR
2
00126500- 000000
1.64
$4,428.00
TOWNSEND PHILLIP H AND RAIN K
1.64
00126540- 000000
1
$2,700.00
ALFONSO ANTONIO, RODRIGUEZ SARAHI H/W
1
00126780 - 000000
1
$2,700.00
Goodrich, Adrian and Terri
1
00126840 - 000000
5.38
$14,526.00
RODRIGUEZ JOSE A REVOCABLE TRUST DTD 4/21/1997, RODRIGUEZ CARMEN
FAMILY TRUST
6.38
00126990 - 000000
1
$2,700.00
ARNOLDS AUTO AND MARINE REPAIR INC
1
00127010 - 000000
9.59
$25,893.00
AMERICAN FEDERATED TITLE CORP
10.59
00127060 - 000000
13
$35,100.00
PADRON MICHAELA. JR
13
00127080 - 000000
1.19
$3,213.00
BARTON DONALD JAY JR
2.19
00127090 - 000000
1
$2,700.00
STROBLE VERNON C & SAMARNG
1
00127090 - 000100
2
$5,400.00
BARTON DONALD J.JR
3
00127110 - 000000
2.96
$7,992.00
BARTON DONALD J.JR
2.96
00127140 - 000000
1.6
$4,320.00
SOSA ARMANDO SR
4
00127150- 000000
1
$2,700.00
BENNETT HEATHER D
5
00127180 - 000000
1
$2,700.00
Fifth Avenue Harbor Shops LLC
1
'The total Capacity Reservation Fee shown does not include a credit for any prior payments. Any prior partial payments will be shown on the First
Class Mailed Notice letter that is sent to each property owner. The form of the letter is attached as Appendix E to this resolution
F
C -1
South Stock Island WastewaterAssessment Program Phase 2 - Final Assessment Resolution - Appendix C
Appendix C
Non -Ad Valorem Assessment Roll
SOUTH STOCK ISLAND WASTEWATER ASSESSMENT PROGRAM PHASE 2
Parcel
Real Estate
Number
EDU Count
Total Capacity
Reservation Feel
Owner
Parcel EDU
Total
00123510- 000000
9.82
$26,514.00
Libben LLLP
22.5
00127230 - 000000
2.46
$6,642.00
SOUTHERN STAR OF KEY WEST INC ALL ANIMAL CLINIC
2.46
00127250- 000000
24.85
$67,095.00
BERNSTEIN BENJAMIN RESIDUARYTR B U /T /W
24.85
00127270 - 000000
17
$45,900.00
5730 FOURTH AVE LLC
17
00127280 - 000000
2.33
$6,291.00
BERNSTEIN BENJAMIN TRUST B
2.33
00127380 - 000000
8
$21,600.00
BERNSTEIN BENJAMIN TRUST B
8
00127420 - 000000
96.1
$259,470.00
OCEANSIDE INVESTORS, LLC
96.1
00127420 - 000601
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000602
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000603
0.3
$810.00
CONKLIN REID
0.3
00127420 - 000604
0.3
$810.00
THOMAS TOM AND LUCILLE G
0.3
00127420 - 000605
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000606
0.3
$810.00
MORGAN HUGH J
0.3
00127420 - 000607
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000608
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000609
0.3
$810.00
HARLOW JAMES MYRON DECLARATION TRUST 12/7/2001
0.3
00127420 - 000610
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000611
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000612
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000613
0.3
$810.00
HENDERSON ROBIN M
0.3
00127420 - 000614
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000615
0.3
$810.00
Barbara K Sheffler
0.3
00127420 - 000616
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000617
0.3
$810.00
Lamila Limited Liability Partnership
0.3
00127420 - 000618
0.3
$810.00
Maun Family Trust 9/4/2013
0.3
00127420 - 000619
0.3
$810.00
ROGGERO HARRY J JR LIVING TRUST 10/1/2012
0.3
00127420 - 000620
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000621
0.3
$810.00
Oceanside 621 LLC
0.3
00127420 - 000622
0.3
$810.00
WILKES GEORGE A REVOCABLE TRUST 10/27/2004
0.3
00127420 - 000623
0.3
$810.00
COTTIS JOHN dec trust 5/28/2008
0.3
00127420 - 000624
0.3
$810.00
SCHOEPKE CRAIG A & NANCY C
0.3
00127420 - 000625
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000626
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000627
0.3
$810.00
Gardner Jennie S Rev Tr 10/26/2010
0.3
00127420 - 000628
0.3
$810.00
Appellis Michel, Fleszar Roxanne E T/C
0.3
00127420 - 000629
0.3
$810.00
ROGGERO HARRY J JR LIVING TRUST 10/1/2012
0.3
00127420 - 000630
0.3
$810.00
LEE JAMES A & NORRIS LINDA L
0.3
00127420 - 000631
0.3
$810.00
ROWLEY RICHARD D AND PATRICIA M
0.3
00127420 - 000632
0.3
$810.00
MICK CAROL L
0.3
00127420 - 000633
0.3
$810.00
OYSTER POINT PROPERTIES LLC
0.3
00127420 - 000634
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000635
0.3
$810.00
GAYNOR RICHARD G
0.3
00127420 - 000636
0.3
$810.00
SMITH KEITH A
0.3
00127420 - 000637
0.3
$810.00
Smith Keith MD Profitshare Plan 1/1/1987
0.3
00127420 - 000638
0.3
$810.00
Brian Whitehead
0.3
00127420 - 000639
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000640
0.3
$810.00
Birmingham Ironworks Inc.
0.3
00127420 - 000641
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000642
0.3
$810.00
Powell Steve and Letisia
0.3
00127420 - 000643
0.3
$810.00
Shield Linda Dec Tr 7 /7/97
0.3
00127420 - 000644
0.3
$810.00
MCSWEEN MIKE & NANCY
0.3
00127420 - 000645
0.3
$810.00
DBGB Rev Living Tr 7 /10/2000
0.3
00127420 - 000646
0.3
$810.00
SIMONDS ROBERT BRADLEY
0.3
00127420 - 000647
0.3
$810.00
KEYSTER LLC
0.3
00127420 - 000648
0.3
$810.00
MCCARTHY CHRISTOPHER
0.3
00127420 - 000649
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000650
0.3
$810.00
LOW KEY CHARTER SERVICES INC
0.3
00127420 - 000651
0.3
$810.00
OLIVER LAWRENCE J TR DTD 05- 02 -95, OLIVER VICKIE P TR DTD 05/02/95
0.3
00127420 - 000652
0.3
$810.00
Harlow Hames Myron Dec Tr 12/7/2001
0.3
00127420 - 000653
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000654
0.3
$810.00
Oceanside Wet Slip LLC
0.3
zThe total Capacity Reservation Fee shown does not include a credit for any prior payments. Any prior partial payments will be shown on the First Class
Mailed Notice letter that is sent to each property owner. The form of the letter is attached as Appendix E to this resolution
C -2
F
South Stock Island WastewaterAssessment Program Phase 2 - Final Assessment Resolution - Appendix C
Appendix C
Non -Ad Valorem Assessment Roll
SOUTH STOCK ISLAND WASTEWATER ASSESSMENT PROGRAM PHASE 2
Parcel
Real Estate
Number
EDU Count
Total Capacity
Reservation Feel
Owner
Parcel EDU
Total
00123510- 000000
9.82
$26,514.00
Libben LLLP
22.5
00127420 - 000655
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000656
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000657
0.3
$810.00
NOORDHOEK HAROLD
0.3
00127420 - 000658
0.3
$810.00
MAGGIOLEONAJ
0.3
00127420 - 000659
0.3
$810.00
Cayo Hueso Investments LNC
0.3
00127420 - 000660
0.3
$810.00
Foley Walter and Kay Trust 4/16/07
0.3
00127420 - 000661
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000662
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000663
0.3
$810.00
Oceanside Wet Slip LLC
0.3
00127420 - 000664
0.3
$810.00
SCHOEPKE CRAIG A & NANCY C
0.3
00127420 - 000665
0.3
$810.00
Stark John Trust Agreement 12/15/1995, STARK LILLIAN E T/C
0.3
00127420 - 000666
0.3
$810.00
Naset Properties LLC
0.3
00127420 - 000667
0.3
$810.00
FREE SALLY A, HOCH GEORGE E R/S
0.3
00127420 - 000668
0.3
$810.00
RICHARDS LIVING TRUST 07/20/07
0.3
00127420 - 000669
0.3
$810.00
Barrett Paul L/E
0.3
00127420 - 000670
0.3
$810.00
CROWE TIMOTHY J AND DEBORAH R
0.3
00127420 - 000671
0.3
$810.00
WALTERS CHARLES D & STEPHANIE
0.3
00127420 - 000672
0.3
$810.00
RICHARDS LIVING TRUST 07/20/07
0.3
00127420 - 000673
0.3
$810.00
HARLOW JAMES MYRON DECLARATION TRUST 12/7/2001
0.3
00127420 - 000674
0.3
$810.00
Bennett Glen
0.3
00127420 - 000675
0.3
$810.00
CARDENAS ROBERT H
0.3
00127420 - 000676
0.3
$810.00
CVS OF SE MISSOURI PROFIT SHARING PLAN
0.3
00127420 - 000677
0.3
$810.00
PORTER POWELL DOUGLAS
0.3
00127420 - 000678
0.3
$810.00
DEMAURO ROBERT & KIMBERLY CURRY (H /W)
0.3
00127420 - 000679
0.3
$810.00
BENEDETTO GEORGE
0.3
00127420 - 000680
0.3
$810.00
DOPHIN WATCH LLC
0.3
00127420 - 000681
0.3
$810.00
Mary B Real Estate LLC
0.3
00127420 - 000682
0.3
$810.00
SHATT J. MURRAY & MARY H
0.3
00127420 - 000683
0.3
$810.00
BAMPARTNERS LP
0.3
00127420 - 000684
0.3
$810.00
MOREAN WILLIAM D LV TR DTD 4 -7 -81 AND REST 11 -3 -93
0.3
00127420 - 000685
0.3
$810.00
BACKWALL PARTNERS LLC
0.3
00127420 - 000686
0.3
$810.00
MARLIN INTEGRATED CAPTIAL III LLC
0.3
00127420 - 000687
0.3
$810.00
DUKE JOHN O REVOCABLE TRUST 10/11/2013
0.3
00127420 - 000688
0.3
$810.00
COLLINSJ FRED
0.3
00127420 - 000689
0.3
$810.00
SUNSET INVESTORS LLC
0.3
00127420 - 000690
0.3
$810.00
WYLAND OF KEY WEST INC
0.3
00127420 - 000691
0.3
$810.00
ROWLEY RICHARD & PATRICIA
0.3
00127420 - 000692
0.3
$810.00
C Service LLC
0.3
00127420 - 000693
0.3
$810.00
Calypso Water Sports and Charters Inc.
0.3
00127420 - 000694
0.3
$810.00
Calypso Water Sports and Charters Inc.
0.3
00127420 - 000707
0.3
$810.00
Foley Walter and Kay Trust 4/16/07
0.3
00127420 - 000708
0.3
$810.00
Foley Walter and Kay Trust 4/16/07
0.3
00127440 - 000100
0.1
$270.00
LUKOWSKI MICHAEL JOHN &JUDITH ANN
0.1
00127440 - 000200
0.1
$270.00
WHITEHEAD BRIAN J
0.1
00127440 - 000300
0.1
$270.00
BLUEWATER INVESTMENT LP
0.1
00127440 - 000400
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 000500
0.1
$270.00
BENEDETTO GEORGE
0.1
00127440 - 000600
0.1
$270.00
Rehm Alfred F Jr
0.1
00127440 - 000700
0.1
$270.00
OCEANSIDE INVESTORS LLC
0.1
00127440 - 000800
0.1
$270.00
Oceanside 104 LLC
0.1
00127440 - 000900
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 001000
0.1
$270.00
BLUEWATER INVESTMENT LP
0.1
00127440 - 001100
0.1
$270.00
Howard David B.
0.1
00127440 - 001200
0.1
$270.00
BLUEWATER INVESTMENT LP
0.1
00127440 - 001300
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 001400
0.1
$270.00
SUNSET INVESTORS LLC
0.1
00127440 - 001500
0.1
$270.00
F DEPOT INCE
0.1
00127440 - 001600
0.1
$270.00
BARTON DONALD J.JR
0.1
00127440 - 001700
0.1
$270.00
Marlin Integrated Capital III LLC
0.1
00127440 - 001800
0.1
$270.00
1 McKendry Brian T Rev Liv Trust 3/31/2016, Rolly Robert T/C
0.1
00127440 - 001900
0.1
$270.00
1 JACKSON ROBERT C AND ANGELA G
0.1
The total Capacity Reservation Fee shown does not include a credit for any prior payments. Any prior partial payments will be shown on the First
Class Mailed Notice letter that is sent to each property owner. The form of the letter is attached as Appendix E to this resolution
C -3
F
South Stock Island WastewaterAssessment Program Phase 2 - Final Assessment Resolution - Appendix C
Appendix C
Non -Ad Valorem Assessment Roll
61019119OM&I told] 6rgR1W_ 0 1 DIVITIM 1XVITIA 1:11 1 1 MM W LTA 1:110 1aa tilel:I_ LTA IaOMEVIW
Parcel
Real Estate
Number
EDU Count
Total Capacity
Reservation Fee
Owner
Parcel EDU
Total
00123510- 000000
9.82
$26,514.00
Libben LLLP
22.5
00127440 - 002000
0.1
$270.00
Oceanside investors LLC
0.1
00127440 - 002100
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 002200
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 002300
0.1
$270.00
Barton Loretta, Fowler Charles T/C
0.1
00127440 - 002400
0.1
$270.00
FLEMING ENTERPRISES LLC
0.1
00127440 - 002500
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 002600
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 002700
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 002800
0.1
$270.00
BORROR DAVID S
0.1
00127440 - 002900
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 003000
0.1
$270.00
JOHN COTTIS - dec trust 5/28/2008
0.1
00127440 - 003100
0.1
$270.00
CHEYENNE HOLDINGS LIMITED PARTNERSHIP
0.1
00127440 - 003200
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 003300
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 003400
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 003500
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 003600
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 003700
0.1
$270.00
BAKER GERALD L
0.1
00127440 - 003800
0.1
$270.00
Marlin Integrated Capital III LLC
0.1
00127440 - 003900
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 004000
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 004100
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 004200
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 004300
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 004400
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 004500
0.1
$270.00
Walters Charles D and Stephanie
0.1
00127440 - 004600
0.1
$270.00
DBGB Rev Living Tr
0.1
00127440 - 004700
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 004800
0.1
$270.00
Petrocine Thomas and Linda L H/W
0.1
00127440 - 004900
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 005000
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 005100
0.1
$270.00
Oceanside Investors LLC
0.1
00127440 - 005200
0.1
$270.00
1 Montague Judith
0.1
00127480 - 000000
30.54
$82,458.00
Key West Marina Investments LLC
140.54
00132370 - 000000
7
$18,900.00
PFAHNING ROBIN
7
00132380 - 000000
8
$21,600.00
PFAHNING JEROME ESTATE
8
00132440 - 000000
1
$2,700.00
Stock Island Chevron Inc.
2.4
00132590- 000000
3.4
$9,180.00
B D LAND CO LLC
3.4
00132640 - 000100
4.5
$12,150.00
CONCH CONTRADA
4.5
00132650- 000000
0.32
$864.00
Suncrest Mini -Self Storage LLC
2
00132680 - 000000
8
$21,600.00
Mobile Homes Holdings Suncrest LLC
8
00132690 - 000000
1
$2,700.00
QUALITY MOBILE AUTO REPAIR INC
1
00132750- 000000
10.92
$29,484.00
Bladh Madge® and JP LLCIMozzi John Sr. T/C
10.92
00132790 - 000000
3
$8,100.00
Bladh Madge L/E G and JP LLC Pozzi John Sr. T/C
3
00132800 - 000000
11
$29,700.00
G and JP LLC
11
00132830 - 000000
5
$13,500.00
POZZI JOHN POZZI JOHN L/E T/C
5
00132840 - 000000
6
$16,200.00
POZZI JOHN POZZI JOHN L/E T/C
6
00132920 - 000000
1
$2,700.00
COTTON OF KEY WEST LIMITED PARTNERSHIP THE
1
00133090 - 000000
2
$5,400.00
Keyw Kiwi Corp
2
00133130 - 000100
1
$2,700.00
Park Place Unit 13 LLC
1
00133130 - 000200
1
$2,700.00
Park Place Unit 13 LLc
1
00133130 - 000300
1
$2,700.00
PARK PLACE UNIT 13 LLC
1
00133130 - 000400
1
$2,700.00
Park Place Units 6 -7 LLC
1
00133130 - 000500
1
$2,700.00
Park Place Units 6 -7 LLC
1
00133130 - 000600
1
$2,700.00
Park Place Unit 4 LLC
1
00133130 - 000700
1
$2,700.00
Park Plce unit 4 LLC
1
00133130 - 000800
1
$2,700.00
PARK PLACE UNITS 1 -2 LLC
1
00133130 - 000900
1
$2,700.00
PARK PLACE UNITS 1 -2 LLC
1
00133130 - 001000
1
$2,700.00
PARK PLACE UNIT 3 LLC
1
00133130 - 001100
1
$2,700.00
PARK PLACE UNIT 8 -9 LLC
1
00133130 - 001200
1
T $2,700.00
PARK PLACE UNIT 8 -9 LLC
1
The total Capacity Reservation Fee shown does not include a credit for any prior payments. Any prior partial payments will be shown on the First
Class Mailed Notice letter that is sent to each property owner. The form of the letter is attached as Appendix E to this resolution
F
C -4
South Stock Island WastewaterAssessment Program Phase 2 - Final Assessment Resolution - Appendix C
Appendix C
Non -Ad Valorem Assessment Roll
SOUTH STOCK ISLAND WASTEWATER ASSESSMENT PROGRAM PHASE 2
Parcel
Real Estate
Number
EDU Count
Total Capacity
Reservation Fees
Owner
Parcel EDU
Total
00123510- 000000
9.82
$26,514.00
Libben LLLP
22.5
00133130 - 001300
1
$2,700.00
PARK PLACE UNIT 10 -11 LLC
1
00133130 - 001400
3
$8,100.00
PARK PLACE UNIT 10 -11 LLC
3
00133170 - 000000
2
$5,400.00
Perez, Juan Marquez
2
00133760 - 000102
1
$2,700.00
NV Real Estate
1
00133760 - 000104
1
$2,700.00
BLACKSHAW ADRIAN FORBES
1
00133760 - 000109
1
$2,700.00
NEUBERGER RENE DEC TR AM AND RE INT VIVOS 11/21/05
1
00133760 - 000110
1
$2,700.00
VILLONE DAVID D AND KIM C
1
00133760 - 000113
1
$2,700.00
GEORGE EDWARD
1
00133760 - 000114
1
$2,700.00
OGG MARLENE MARIE
1
00133760 - 000120
1
$2,700.00
BOZA ARNALDO A 1R
1
00133760 - 000124
1
$2,700.00
FRICTON DAVID R AND AGNES M
1
00133760 - 000130
1
$2,700.00
VEACH LINDA & CHARLES
1
00133760 - 000133
1
$2,700.00
BARRETT PAULETTE
1
00133760 - 000134
1
$2,700.00
SAUER GEORGE M AND JANICE E
1
00133760 - 000135
1
$2,700.00
SAWYER GREGORY M
1
00133760 - 000137
1
$2,700.00
BITTNER BEVERLY A
1
00133760 - 000138
1
$2,700.00
337 MONTAUK HIGHWAY REALTY EXCHANGE GROUP
1
00133760 - 000139
1
$2,700.00
HOYT R ASHLEY
1
00133760 - 000141
1
$2,700.00
COLE WILLIAM AND ELLEN
1
00133760 - 000142
1
$2,700.00
FLENARD DIANA L
1
00133760 - 000145
1
$2,700.00
BUTLER CHUCK
1
00133760 - 000148
1
$2,700.00
FREEMAN DONALD C III
1
00133760 - 000152
1
$2,700.00
BUBBUS DAVID & DIANE
1
00133760 - 000155
1
$2,700.00
ABRAHAMAUDREY
1
00133760 - 000161
1
$2,700.00
PROVOST REBECCA
1
00133760 - 000164
1
$2,700.00
TINKER FAMILY REVOCABLE TRUST
1
00133760 - 000165
1
$2,700.00
TUSA GIOSAFAT SEALS NATHAN R/S
1
00133760 - 000168
1
$2,700.00
WYCKOFF-HOLMES KATE HOLMES SAMUEL SEYMOUR H/W
1
00133760 - 000170
1
$2,700.00
DEPIERRO RICHARD
1
00133760 - 000171
1
$2,700.00
SKERLY AMY 1
1
'The total Capacity Reservation Fee shown does not include a credit for any prior payments. Any prior partial payments will be shown on the First
Class Mailed Notice letter that is sent to each property owner. The form of the letter is attached as Appendix E to this resolution
[rest of page intentionally left blank]
C -5
F
South Stock Island WastewaterAssessment Program Phase 2 - Final Assessment Resolution - Appendix C
APPENDIX D
APPEALS PROCESS
The Equivalent Dwelling Unit (EDU) Allocation for Real Estate Parcels requiring wastewater service within
the South Stock Island Wastewater Assessment Program Phase 2 Service Area has been provided by KW
Resort Utilities Corp. The number of EDUs for residential and non - residential properties was provided by
KW Resort Utilities Corp. The Notice of Wastewater Non -Ad Valorem Assessments directed property
owners to download a Wastewater EDU Appeals form from http:U www. monroecounty- fl.gov /forms.aspx. if the
property owner felt that a mistake was made in the allocation of EDU(s). Property owners must additionally
contact KW Resort Utilities Corp at (305) 294 -9578 to request an EDU Allocation review. Following a
reclassification by KW Resort Utilities Corp. an adjustment to the EDU Allocation will be made.
Property classes other than Residential may appeal an assessment based on excessive use, irrigation or change
of use.
For example, if you had a broken pipe that caused you to have high water bills, you may appeal your
assessment based on excessive use. You will need to attach documentation describing the plumbing
problem, water bills showing your normal water use before and after the leak, and if possible, a copy of the
repair bill from the plumber.
In cases where water is used but does not require treatment because it does not go into the plumbing drain,
you may appeal based on irrigation. Contact FKAA at 305- 296 -2454 for information related to installation of
the irrigation meter. You will need to attach documentation of the irrigation meter installation and copies of
the past 12 months of water bills for the irrigation and original meter following installation of the irrigation
meter to have the EDU allocation adjusted.
Successful appeals submitted by August 31, 2017 will be reflected on the tax bill.
Appeals submitted after August 31, 2017 will be reviewed to determine whether circumstances exist which
constitute a continuance. An example of a justifiable continuance is collection of water consumption data for
12 months to support an irrigation appeal. If the owner elects to prepay the lump sum Capacity Reservation
Fee and is subsequently granted an EDU Allocation adjustment as the result of an appeal, the difference
between the adjusted lump sum Capacity Reservation Fee and the prepaid amount will be reimbursed. If the
owner pays the annual assessment on the 2017 tax bill, a request for a refund for the overpayment of the non -
ad valorem assessment will be made by the Wastewater Department by submitting a Form DR -409A
(approved by the Board of County Commissioners) to the Tax Collector.
South Stock Island Wastewater Assessment Program Phase 2 — Final Assessment Resolution D -1
APPENDIX E
COPY OF 1 ST CLASS LETTER MAILED
PLACE HOLDER