Item J2
BOARD OF COUNTY COMMISSIONERS
Agenda Item Summary
Meeting Date
March 17, 2004
Division
County Attorney
AGENDA ITEM WORDING
Approval of an Amendment to an Interlocal Agreement with FKAA concerning the levy of ad
valorem assessments by four MSTU's for the design and planning of central wastewater
treatment infrastructure.
ITEM BACKGROUND
At the November 19, 2003 meeting the Board approved the original Interlocal Agreement.
PREVIOUS RELEVANT BOCC ACTION
See above.
CONTRACT I AGREEMENT CHANGES
Subparagraph 2(b) alters the original Interlocal Agreement, which was on a reimbursement
basis, to one that allows payment to the FKAA in 20% increments.
STAFF RECOMMENDATIONS
Approval.
TOTAL COST
BUDGETED Yes No
COST TO COUNTY
SOURCE OF FUNDS
APPROVED BY: County Attorney _
OMB/Purchasing 0
Risk Management 0
DIVISION DIRECTOR APPROVALq J2i!~ 63;.:z./b'l
] HN R. COLLINS
DOCUMENTATION:
Included 0
To Follow 0
Not Required 0
AGENDA ITEM #
J2-
AMENDMENT TO AN INTERLOCAL AGREEMENT
FKAA
THIS AMENDMENT TO AN Interlocal Agreement is entered into 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, in November, 2003, the parties entered into an Interlocal Agreement (the original
Interlocal Agreement) whereby the County, through four MSTU's, would levy ad valorem
assessments for the design and planning of central wastewater treatment and collection
infrastructure serving properties within each MSTU;
WHEREAS, the original agreement provided that the FKAA would receive funds from the
County on an reimbursement basis; and
WHEREAS, the parties desire to provide the funds on an upfront basis; now, therefore
IN CONSIDERATION of the mutual promises, benefits and covenants set forth below, the
parties agree as follows:
1. A copy of the original Interlocal Agreement is provided for reference.
2. Subparagraph 2(b) of the original Interlocal Agreement is amended to read as follows:
b) All funds transferred by the County to the FKAA under this agreement may only
be spent for the purposes described in subparagraph 2(a) of this agreement. Commencing on
January 5, 2004, the County shall pay to the FKAA 20 % of the amount of ad valorem tax revenue
estimated by the Clerk of the Circuit Court (Clerk) to be collected by the MSTU in fiscal year 2004-
2005. Thereafter, during the course of the fiscal year the FKAA may request additional payments of
20% upon submission of documentation of previous expenditures equaling 20% of the total amount
of ad valorem revenue collected until the total amount of ad valorem tax revenue collected by the
MSTU's for the fiscal year is exhausted. For the purposes of this agreement the phrase "total
amount of ad valorem revenue collected" excludes those amounts paid to the Property Appraiser,
Tax Collector and Clerk for their services in collecting and dispensing the MSTUs' ad valorem tax
revenue. The disbursement process just described shall also be utilized in the subsequent fiscal
years of this agreement.
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INTERLOCALAGREEMENT
FKAA
THIS INTERlOCAl AGREEMENT (Agreement) is entered into 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 Board of County Commissioners created the following municipal
services taxing units (MSTU's):
The Marathon MSTU (Ordinance No. 035-2002)
The Conch Key MSTU (Ordinance No. 036-2002)
The Bay Point MSTU (Ordinance No. 037-2002)
The Big Coppitt MSTU (Ordinance No. 038-2002)
for the purpose of funding the costs associated with the administration, planning and
development of wastewater and reclaimed water projects within the respective MSTU's; and
WHEREAS, the FKAA Is authorized by Chap. 76-441, laws of Florida, to design,
construct, and operate, wastewater treatment systems and FKAA employs, or has under
contract, individuals professionally qualified to accomplish those tasks; and
WHEREAS, the County desires that the FKAA perform the planning and development
studies necessary as a condition precedent to the construction and operation of central
wastewater collection and treatment Infrastructure serving the property owners within each
MSTU; and
WHEREAS, the FKAA is able and willing to undertake the tasks afore described; now,
therefore
IN CONSIDERATION of the mutual consideration and promises set forth below, the
parties agree as follows:
1. The parties agree that the revenue to fund this agreement consists of the
annual ad valorem tax levied on real estate within the following MSTU's
controls to insure that ad valorem revenue collected by each MSTU, or funds appropriated
by the Board from another lawful source on behalf of property within each of the MSTU's is
spent on the design and planning of wastewater collection and treatment infrastructure,
and the administrative/legal costs related thereto, serving the improved and developable
properties wIthin that MSTU only, except as provided herein for those Items of
infrastructure serving multiple MSTU's.
b) For the services described in subparagraph 2(a) of this agreement, the
County shall pay the FKAA on a monthly reimbursement basis upon the submission to the
County Marine Resources Director (MRD) of an invoice stating the amount due, describing
the services performed, and stating the MSTU or MSTU's for which the services were
performed. The invoice must be in a form satisfactory to the MRD and Clerk of the Circuit
Court (Clerk). If the MRD approves the invoice he shall forward the same to the Clerk for
payment. If the MRD or the Clerk determine the submitted invoice is unacceptable, either
of them shall return it to the FKAA in writing with a written description of the
deficlency(les). All FKAA financial records pertaining to this agreement must be made
available, upon request, to the Clerk and/or to an audItor employed by the County or the
State of Rorfda. The records must be retaIned by the FKAA for three years following the
receipt by the FKAA of its last payment pursuant to this agreement. Any funds transferred
by the County to the FKAA under this agreement that are determined by the Clerk or an
auditor employed by the County or employed by the State to have been spent on a purpose
not contemplated by this agreement must be reImbursed to the County wIth interest
calculated pursuant to Sec. 55.03(1), FS, from the date the Clerk or auditor determines the
funds were expended for a purpose not authorized by thIs agreement.
c) NotwithstandIng any provision contained elsewhere In this agreement,
the FKAA acknowledges and agrees that funds for reimbursement In the initial fiscal year
(2003-2004) will not be available until January 5, 2004.