Item Q2BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: July 18, 2012 Division: Public Works/Engineering
Bulk Item: Yes _ No X Department: Wastewater
Staff Contact Person: Elizabeth Wood 453-8795
AGENDA ITEM WORDING: Public hearing to adopt the Final Assessment Resolution (FAR)
describing the method of assessment for properties in the centralized Cudjoe Regional Outer Islands
wastewater service area.
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, the local government shall hold a
properly noticed public hearing to adopt the FAR imposing the assessment rates and approval of the
non -ad valorem assessment roll. The Outer Islands include Lower Sugarloaf and Ramrod north to Big
Pine Key.
PREVIOUS RELEVANT BOCC ACTION:
At the June 20, 2012 BOCC meeting, approval was granted for Monroe County to adopt the
centralized Cudjoe Regional Outer Islands Initial Assessment Resolution and to advertise the public
hearing for adoption of the FAR for same. At the April 18, 2012 BOCC meeting, the Second
Amendment to the September 6, 2005 Interlocal Agreement was approved authorizing the levy of a
System Development Fee (SDF) of up to $5,700 per Equivalent Dwelling Unit (EDU). Resolution
440b-2011 was adopted on December 14, 2011 renewing the BOCCs intent to use the uniform method
of collecting non -ad valorem special assessments for the cost of providing wastewater services.
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS: Approval as stated.
TOTAL COST: $18,000 BUDGETED: Yes X No
COST TO COUNTY:
SOURCE OF FUNDS: MSTU
REVENUE PRODUCING: Yes X N _ AMOUNT PER MONTH Year _$2.15M
APPROVED BY: County Atty OMB/Purchasing Risk Management
DOCUMENTATION: Included X Not Required
DISPOSITION: AGENDA ITEM #
RESOLUTION NO. -2012
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF MONROE
COUNTY, FLORIDA, RELATING TO THE PROVISION OF WASTEWATER
CAPACITY; IMPOSING ANNUAL WASTEWATER ASSESSMENTS; 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 June 20, 2012, the Board adopted Resolution No. 174-2012 (the
"Initial Assessment Resolution") relating to the provision of wastewater service to
properties in the Cudjoe Regional Centralized Outer Islands Service Area, describing
System Development Fees (SDFs), 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 Ordinance; and
WHEREAS, pursuant to the provisions of the Ordinance, the County is required to
confirm, modify, or repeal the Initial Assessment Resolution, with such amendments as the
Board deems appropriate, after hearing comments and receiving objections of all interested
parties; and
WHEREAS, the Non -Ad Valorem Assessment Roll has heretofore been filed with
the office of the County Administrator, as required by the Ordinance; and
WHEREAS, as required by the terms of the Ordinance, notice of the public hearing
held on the date hereof was published, a proof of publication being attached as Appendix A
to this Resolution; and
WHEREAS, as required by the terms of the Ordinance, notice of the public hearing
held on the date hereof was mailed to each property owner that could connect to the
wastewater system, an affidavit of mailing being attached as Appendix B hereto; and
WHEREAS, a public hearing was held on the date hereof and comments and
objections of all interested persons have been heard and considered as required by the terms
of the Ordinance;
0
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 this Resolution shall have the
meanings defined in the Ordinance and the Initial Assessment Resolution.
SECTION 3. MODIFICATION AND CONFIRMATION OF INITIAL
ASSESSMENT RESOLUTION. (A) For purposes of clarification, the term "System
Development Fee" contained in Section 1.01 in the Initial Assessment Resolution is
modified to read as follows:
"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 $5,700
per Equivalent Dwelling Unit ("EDU"). The number of EDUs for residential
properties will be the number of residential units for that Tax Parcel as determined
by the Property Appraiser at the time of adoption of the resolution. The EDU
Allocation for non-residential property is calculated by using the highest three month
average water consumption over a three year period and dividing it by the average
monthly water consumption for a residential unit. For the purposes of EDU
Allocation, the average water consumption for a residential unit is 167 gallons/day.
(B) As so modified, the Initial Assessment Resolution 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 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 Assessment 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 Initial Assessment Resolution are hereby levied and imposed on all Tax
Parcels 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 attached hereto as
Appendix C. The initial Annual Wastewater Assessment will be included on the ad
valorem tax bill to be mailed in November 2013.
2
(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 this Final Assessment Resolution or an Annual
Assessment Resolution 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.
(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 taxes 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 BOCC of the Annual Assessment
Resolution and shall attach to the property included on the Assessment Roll upon adoption
of the Annual Assessment Resolution.
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
this Final Assessment Resolution 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
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.
3
SECTION 9. APPEAL PROCEDURE. (A) EDUs were allocated for Real Estate
Parcels requiring wastewater service within the centralized Cudjoe Regional Wastewater
Service Area based on the Property Appraiser classification of residential parcels and the
water consumption for non-residential parcels. 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 this Final Assessment Resolution, any appeals for the
tax bill must be filed by July 18, 2012 as described in the First Class Notice, a sample of
which is provided in Appendix B.
SECTION 10. PREPAYMENT NOTICES. The County Administrator is hereby
directed to provide 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, shall be mailed to each property owner at the
address utilized for the notice provide pursuant to Section 3.04 of the Initial Assessment
Resolution, 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 18t' day of July, 2012.
Mayor David Rice
Mayor Pro Tern Kim Wigington
Commissioner George Neugent
Commissioner Heather Carruthers
Commissioner Syliva Murphy
(SEAL)
Attest: DANNY L. KOLHAGE, Clerk
By: Deputy Clerk
BOARD OF COUNTY
COMMISSIONERS OF MONROE
COUNTY, FLORIDA
By: Mayor/Chairperson
Appendix A
Proof of Publication
(to be inserted upon receipt from the newspapers)
A-1
Appendix B
Affidavit of Mailing
AFFIDAVIT OF MAILING
BEFORE ME, the undersigned authority, personally appeared ELIZABETH A WOOD, SANDI
MELGAREJO and CHARITY MOORE who after being duly sworn depose and say:
1 I, Elizabeth A. Wood, Senior Administrator, Sewer Projects for the Monroe
County, Florida, ("County"), pursuant to the authority and direction received from the County
Commission, timely directed the preparation of the Assessment Roll and the preparation,
mailing and publication of notices in accordance with Ordinance No. 027-2003 (the
"Ordinance"), and in conformance with the Initial Assessment Resolution adopted by the County
Commission on June 20, 2012, (the "Initial Assessment Resolution").
2 Sandi Melgarejo, Project Coordinator for GSG. GSG has caused the
notices required by the Ordinance to be prepared in conformance with the Initial Assessment
Resolution. An exemplary form of such notice is attached hereto. GSG has caused such
individual notices for each affected property owner to be prepared and each notice included the
following information: the purpose of the assessment; the total amount proposed to be levied
against each parcel; the unit of measurement to be applied against each parcel to determine the
assessment; the number of such units contained within each parcel; the total revenue the
County expects to collect by the assessment; a statement that failure to pay the assessment
will cause a tax certificate to be Issued against the property which may result in a loss of title; a
statement that 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 the notice; and the date, time
and place of the hearing.
3 On or before June 27, 2012, GSG delivered and directed the mailing of
the above referenced notices by Modern Mailers, Inc. ("Modern Mailers"), in accordance with
the Ordinance and the Initial Assessment Resolution by First Class Mail to each affected owner,
at the addresses then shown on the real property assessment tax roll database maintained by
the Monroe County Property Appraiser for the purpose of the levy and collection of ad valorem
taxes. Notices to property owners receiving multiple individual notices were mailed, or caused to
be mailed by GSG on or before June 27, 2012.
i
ha(J tpVb�� is
4 4LL? Modern Mailers. As directed
r, ,
above, Modern Mailefs, mailed or caused to be mailed On Or b N, ore June 27, 2012, the above
referenced notices delivered to Modern Mailers by GSG.
FURTHER AFFIANTS SAYETH NAUGHT.
A A�fk
Eliza et A. Wood
Affiant
Sandi Melgarejo
Aff iant
bANZITI %ooce-
Aff iant
STATE OF FLORIDA
COUNTY OF MONROE
The foregoing Affidavit of Mailing was sworn to and subscribed before me this -3rcLday of
July 2012 by Elizabeth A. Wood, Senior Administrator, Sewer Projects for Monroe County,
Florida, She is personally —knoWwn —tomp -,or who has produced as identification and did
take an oath.
..NSA ............. ............................
DONNA J. HANSON
Comm# DD0891641
Expires 6/25/2013
FIGM-,-',,,Lary Assm, Inc
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Printed Name: J-)ONNA �11)SCIN
Notary Public, State of Florida
At Large
My Commission Expires D
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Commission No.: i 0
W
STATE OF FLORIDA
COUNTY OF LEON
The foregoing Affidavit of Mailing was sworn to and subscribed before me this day of
July 2012 by Sandi Melgarejo, Project Coordinator, Government Services Group, Inc. She is
pWs-6--na—Ily known �tom-e�—�- r who has produced as identification and did take an —oath.
'q9"""I"O
y- TA MY PETERS
Comission#DD 92134.
4EX Expires August 31, 2013
�BMWhruTmwFainInw"5-7019
STATE OF FLORIDA
COUNTY OF LEON
Printed Name:
Notary Public, State of Florida
At Large
My Commission Expires
Commission No.--IbD Vc)34
The foregoing Affidavit of Mailing was sworn and scribed before me this 4— day of
12 bvr-Jhb�� Mooy--e-- 1-01�m Sul:Qti "WCt— for Modern Mailers.
July is
y L' �w�nt00%er who has produced as identification and did take
Jul
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an oath.
TAMMY PETERS
Commission # DD 921344
Expires August 31, 2013
V,
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Printed Name:
Notary Public, State of Florida
At Large
My Commission Expires
Commission No.:A��) 121
M.
Monroe County
Wastewater Dept.
1O2D5QOverseas Highway
Suite2-223
Key Lergo, FL33O37
Board of County Commissioners
Mayor David Rice, OiuL4
Mayor Pro TwmKim Wigington. Dist. 1
George Neugent,Dist. 2
Heather Carruthers, Dist. 3
Sylvia Murphy, Dist. 5
SUMMERLAND KEY FL 330424828
Sequence Number: MVV-01'1500
Notice Date: June 27'2Q12
Re: Notice of Wastewater Non -Ad Valorem Amsemmnmmmtm (inner Area)
Dear Property Owner:
Construction of the Cudjoe Regional Centralized Wastewater Treatment facility is scheduled to commence in the beginning of
2O13amrequired bythe State Appropriation. Property owners have the option 0opay the System Development Fee for these
uam|o*o as one lump sum (Prepayment) or in installments (Wastewater Assessment) financed over twenty years and collected
onthe advalorem tax bill asanon-ad valorem assessment,
Each single family parcel has been assigned one equivalent dwelling unit (EDU). The EDU Allocation for non-residential
properties is based on water consumption for the three year period of2O8Q. 2010 and 2011 The EDU Allocation for non-
residential property is oe|ou|otad by using the highest three month average water consumption and dividing it by the average
monthly water consumption for m residential unit. If you feel there is a mistake on this notioe, you need to request an EDU
Allocation review. For this reviem, please submit Wastewater EDU Appeals Form for EDU Allocations > 1.1 to the address
printed at the top of this notice with e postmark of July 18. 2012. Contact Customer Service at 866-347-1887 to obtain u
Wastewater Appeal form, or download it from http://www.monroecounty-fl.gov/forms.aspx.
The EDU Allocation for the above parcel is: 1.0
The lump sum System Development Fee is proposed o1$6.700 per EDU; however, this amount may be reduced at the
July 18,2o12public hearing. The lump sum System Development Fee for the above parcel im$5,TQQ.DO. |tiaanticipated
that the Prepayment will bedue byAugust 31.2O12.ifyou decide toprepay.
Alternatively, a Wastewater Assessment program has been set up to provide property owners the option to pay the System
Development Foe over 2Qyears on the property tax bill. No action is required on your part to elect this option. The total
assessment revenue hu bogenerated within the entire CudUoe Region. including the financing costs and the collection costs (if
there are nnprepayments) over the entire 2Oyear period ivapproximately $80.6miUion. The County intends toinclude annual
assessments onyour edvalorem tax bill beginning November 2O12, Failure bzpay your assessments will cause otax certificate
hobeissued against the property which may result inaloss oftitle,
The maximum Annual Wastewater Assessment |s proposed at$5%8 per EDU; however, this amount may he reduced at
the July 1M,2O12public hearing. The estimated Annual Wastewater Assessment for the above parcel is: $538.00
You are invited to attend a public hearing to adopt the Final Assessment Resolution scheduled for July 18, 2012 at 5:01 p.m. at
the Harvey Government Center, 1200 Truman Avonum, Key Went, FL 33040. The Final Assessment Resolution will be available
inthe agenda packet for the hearing, hzbepublished aonJuly G.2O12. All
affected property owners have a right to appear at the hamhmg and to file written objections with the County Administrator any
time prior to the public hearing. If you decide to appeal any decision mode by the County Commission with respect to any
matter considered at the hearing, you will need a record of the proceedings and may need to ensure that m verbatim record is
mode, including the testimony and evidence upon which the appeal is to be made, In accordance with the Americans with
Disabilities Aut, if you are a person with m disability who needs any accommodation or an interpreter to participate in this
proceeding, contact the County Administrator at (305) 292-4441 at least 48 hours prior to the date of the hearing,
Once construction is oomP|eba and wastewater service becomes ava8ab|e, uxvmera of properties with water nemioo will be
required to umnmeo1 to the regional wastewater treatment system within 50 days of nouei[d of u mandatory connection notice.
This notice satisfies the statutory requirement for notice of the requirement to connect to the regional wastewater treatment
system once service becomes available. Property owner responsibilities including construction of on -site pipes, abandonment of
on -site ayutoma, permitting and related tasks to complete the connection will be detailed in the connection mmtioo The on -site
costs described above are inaddition tothe System Development Fee.
Ifyou have any questions about this notice you can contact Customer Service ct800-847-1887between the hours of8:UOa.m.
Monroe County
Wastewater Dept.
10205OOverseas Highway
Buite2-223
Key Largo, FL33D37
0UBARLOAFSHRSFL 33042-3711
Board of County Commissioners
Mayor David Rice, Dist. 4
Mayor Pro Tern Kim WiginQtmn,Dist. 1
George Neu0*ntDist. 2
Heather Carruthers, Dist. 3
Sylvia Murphy, Dist, 5
Sequence Number: MVV-O2-1GOO
Notice Date: June 27.2012
Re: Notice of Wastewater Non -Ad Valorem Assessments (Outer Area)
Dear Property Owner:
Construction of the CucQoe Regional Centralized Wastewater Treatment facility is scheduled to commence in the beginning of
2013ao required bythe State Appropriation. Property owners have the option to, pay the System Development Fee for these
services as one lump sum (Prepayment) or in installments (Wastewater Assessment) financed over twenty years and collected
onthe edvalorem tax bill onanon-ad valorem assessment.
Each single family parcel has been assigned one equivalent dwelling unit (EDU). The EDU Allocation for non-residential
properties is booed on water consumption for the three year period nf20O9. 2010 and 2011. The EDU Allocation for non-
residential property is calculated by using the highest three month average water consumption and dividing itbythe average
monthly water consumption fora residential unit, |fyou feel there in m mistake on this motioe, you need to request an EDU
Allocation review. For this review, please submit a Wastewater EDU Appeals Form for EDU Allocations > 1.1 to the address
printed at the top of this notice with a postmark of July 18. 2012, Contact Customer Service at 868-347'1897 to obtain e
Wastewater Appeal form, or download it from http://www.monroecounty-fl,gov/forms.aspx.
The EDU Allocation for the above parcel is: 1.0
The lump sum System Development Fee is proposed at$5.7OQ perEDU| however, this amount may be reduced at the
July 18'2012public hearing. The lump sum System Development Fee for the above parcel is$G.7O0.00. |tieanticipated
that the Prepayment for the Outer Area will be due between July through August 2013, if you decide to prepay.
Alternatively, a Wastewater Assessment program has been ma1 op to provide property owners the option to pay the System
Development Fee over2O years on the property tax bi|K. No action is required on your part in elect this option. The total
assessment revenue to be generated within the entire CucUoe Region, including the financing costs and the collection costs (if
there are no prepayments) over the entire 20 year period is approximately $89.5 million. The County intends buinclude annual
assessments pnyour advalorem tax bill beginning November 2Q13. Failure topay your assessments will cause utax certificate
tobeissued against the property which may result inaloss oftitle.
The maximum Annual Wastewater Assessment 1s proposed ato6%B per EDU; hovv*ver, this amount may be reduced at
the July 18.2o1%public hearing. The estimated Annual Wastewater Assessment for the above parcel is. $538.00
You are invited toattend apublic hearing tmadopt the Final Assessment Resolution scheduled for July 18.2B12atS:O1 p.m, at
the Harvey Government Center, 1200 Truman Avenue, Key West, FL 33040. The Final Assessment Resolution will be available
inthe agenda packet for the hearing, tobepublished a1 onJuly O.2O12. All
affected property owners have a right 0oappear otthe hearing and to file written objections with the County Administrator any
time prior to the public hearing. If you decide to appeal any decision made by the County Commission with respect to any
matter considered at the hearin8, you will need o 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 Aot, if you are o person with m disability who needs any accommodation or an interpreter to participate in this
proceeding, contact the County Administrator at (305) 292-4441 at least 48 hours prior to the date of the hearing.
Once construction is complete and wastewater service becomes evai|mb|e, owners ofproperties with water service will be
required to connect to the regional wastewater treatment system within 30 days of receipt of mandatory connection notice.
This notice satisfies the statutory requirement for notice of the requirement to connect to the regional wastewater treatment
system once service becomes available. Property owner responsibilities including construction of on -site pipes, abandonment of
on -site systerns, permitting and related tasks tocomplete the connection will be detailed |nthe connection notice. The on -site
costs described above are inaddition tothe System Development Fee.
Ifyou have any questions about this notice you can contact Customer Service at 866-347-1897 between the hours of 9:00 a.m.
Appendix C
Non -Ad Valorem Assessment Roll
C-1
Centralized Cudjoe Regional Outer Islands Notice Roll
C-z
Centralized Cudjoe Regional Outer Islands Notice Roll
C-3
Centralized Cudjoe Regional Outer Islands Notice Roll
C-4
Centralized Cudjoe Regional Outer Islands Notice Roll
C-5
Centralized Cudjoe Regional Outer Islands Notice Roll
C-6
Centralized Cudjoe Regional Outer Islands Notice Roll
C-7
Centralized Cudjoe Regional Outer Islands Notice Roll
C-8
Centralized Cudjoe Regional Outer Islands Notice Roll
C-9
Centralized Cudjoe Regional Outer Islands Notice Roll
C-10
Centralized Cudjoe Regional Outer Islands Notice Roll
C-11
Centralized Cudjoe Regional Outer Islands Notice Roll
C-12
Centralized Cudjoe Regional Outer Islands Notice Roll
C-13
Centralized Cudjoe Regional Outer Islands Notice Roll
C-14
Centralized Cudjoe Regional Outer Islands Notice Roll
C-15
Centralized Cudjoe Regional Outer Islands Notice Roll
C-16
Centralized Cudjoe Regional Outer Islands Notice Roll
C-17
Centralized Cudjoe Regional Outer Islands Notice Roll
C-18
Centralized Cudjoe Regional Outer Islands Notice Roll
C-19
Centralized Cudjoe Regional Outer Islands Notice Roll
C-20
Centralized Cudjoe Regional Outer Islands Notice Roll
C-21
Centralized Cudjoe Regional Outer Islands Notice Roll
C-22
Centralized Cudjoe Regional Outer Islands Notice Roll
C-23
Centralized Cudjoe Regional Outer Islands Notice Roll
C-24
Centralized Cudjoe Regional Outer Islands Notice Roll
C-25
Centralized Cudjoe Regional Outer Islands Notice Roll
C-26
Centralized Cudjoe Regional Outer Islands Notice Roll
C-27
Centralized Cudjoe Regional Outer Islands Notice Roll
C-28
Centralized Cudjoe Regional Outer Islands Notice Roll
C-29
Centralized Cudjoe Regional Outer Islands Notice Roll
C-30
Centralized Cudjoe Regional Outer Islands Notice Roll
C-31
Centralized Cudjoe Regional Outer Islands Notice Roll
C-32
Appendix D
Appeal Procedure
D-1
APPEALS PROCESS
The EDU Allocation for residential properties will be the number of residential units for
that Tax Parcel as determined by the Property Appraiser at the time of adoption of the
Final Assessment Resolution. The Notice of Wastewater Non -Ad Valorem Assessments
directed property owners to submit a Wastewater EDU Appeals Form to the Monroe
County Wastewater Department by July 18, 2012 to request an EDU Allocation review.
Property owners must additionally request a classification review by the Property
Appraiser. Following a reclassification by the Property Appraiser an adjustment to the
EDU Allocation will be made.
The EDU Allocation for a non-residential property is calculated by using the highest three
month average water consumption over a three year period and dividing it by the average
monthly water consumption based on daily water consumption of 167 gallons per day for
a residential unit. 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 the July 18, 2012 deadline will be reflected on the tax
bill.
Appeals submitted after August 31, 2012 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 System Development Fee and is
subsequently granted an EDU Allocation adjustment as the result of an appeal, the
difference between the adjusted lump sum system development fee and the prepaid
amount will be reimbursed. If the owner pays the annual assessment on the 2012 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 BOCC approved DR-409A to the Tax
Collector.
D-2
PC Code
PC Description
2-Digit PC Code
PC Category
0000
VACANT RESIDENTIAL
00
RESIDENTIAL
0100
SINGLE FAMILY IMPROVED
01
RESIDENTIAL
0200
MOBILE HOME
02
RESIDENTIAL
0300
MULTI FAMILY+10 UNITS
03
RESIDENTIAL
0400
CONDO
04
RESIDENTIAL
0401
CONDO
04
RESIDENTIAL
0500
CO-OPS
05
RESIDENTIAL
0600
RETIREMENT HOMES/NONEXPT
06
RESIDENTIAL
0700
MISC RESIDENTIAL
07
RESIDENTIAL
0800
MULTI FAMILY 2-9 UNITS
08
RESIDENTIAL
0900
TIME SHARE
09
RESIDENTIAL
1000
VACANT COMMERCIAL
10
VACANT
1100
STORES 1 STORY
11
COMMERCIAL
1200
MIXED USE STORE/OFFICE
12
COMMERCIAL
1300
DEPARTMENT STORES
13
COMMERCIAL
1400
SUPERMARKETS
14
COMMERCIAL
1500
REGIONAL SHOPPING CTRS
15
COMMERCIAL
1600
COMMUNITY SHOPPING CTR
16
COMMERCIAL
1700
OFFICE NON -PROF 1 STORY
17
COMMERCIAL
1800
OFFICE NON -PROF 2+STORY
18
COMMERCIAL
1900
PROFFESIONAL SERVICES
19
COMMERCIAL
2000
AIR/MARINE/BUS TERMINALS
20
COMMERCIAL
2100
RESTAURANTS/CAFETERIAS
21
COMMERCIAL
2200
DRIVE-IN RESTAURANT
22
COMMERCIAL
2300
BANK/S & L/MORTGAGE/CREDIT
23
COMMERCIAL
2400
INSURANCE COMPANY OFFICE
24
COMMERCIAL
2500
REPAIRS SVC TV/LAUNDRIES
25
COMMERCIAL
2600
SERVICE STATIONS
26
COMMERCIAL
2700
AUTO SALES/SERVICE/RENTAL
27
COMMERCIAL
2800
MOBILE HOME PARKS/PK LOTS
28
RESIDENTIAL
2900
WHOLESALE/PRODUCE OUTLETS
29
COMMERCIAL
3000
FLORIST/GREENHOUSE
30
COMMERCIAL
3100
OPEN STADIUMS
31
COMMERCIAL
3200
THEATER/AUDITORIUM (ENCL)
32
COMMERCIAL
3300
NIGHTCLUB/BAR/LOUNGE
33
COMMERCIAL
3400
BOWLING/SKATING/POOL HALL
34
COMMERCIAL
3500
TOURIST ATTRACTION
35
COMMERCIAL
3600
CAMPS
36
RESIDENTIAL
3700
RACETRACK; HORSE/DOG/AUTO
37
COMMERCIAL
3800
GOLF COURSE/DRIVING RANGE
38
COMMERCIAL
3900
HOTELS/MOTELS
39
COMMERCIAL
4000
VACANT INDUSTRIAL
40
VACANT
4100
LT MFG/SM MACH SHOP/PRINT
41
INDUSTRIAL/WAREHOUSE
4200
HEAVY IND/EQUIP MFG/MACH
42
INDUSTRIAL/WAREHOUSE
4300
LUMBER YARD/SAWMILL
43
INDUSTRIAL/WAREHOUSE
4400
PACK PLANT (FRUIT/MEAT)
44
INDUSTRIAL/WAREHOUSE
4500
CANNERIES/DISTILLERIES
45
INDUSTRIAL/WAREHOUSE
4600
FOOD PROCESSING/BAKERIES
46
INDUSTRIAL/WAREHOUSE
4700
CEMENT PLANTS
47
INDUSTRIAL/WAREHOUSE
4800
WAREHOUSING
48
INDUSTRIAL/WAREHOUSE
4900
OPEN STORAGE
49
INDUSTRIAL/WAREHOUSE
5000
IMPROVED AGRICULTURAL
50
RESIDENTIAL
5100
VEGETABLE CROPS
51
AGRICULTURAL
5200
BI-ANNUAL ROW CROPS
52
AGRICULTURAL
5300
ROW CROPS
53
AGRICULTURAL
5400
TIMBERLAND SITE 90+
54
AGRICULTURAL
D-3)
5500
TIMBERLAND SITE 80-89
55
AGRICULTURAL
5600
TIMBERLAND SITE 70-79
56
AGRICULTURAL
5700
TIMBERLAND SITE 60-69
57
AGRICULTURAL
5800
TIMBERLAND SITE 50-59
58
AGRICULTURAL
5900
TIMBERLAND NOT CLASSIFIED
59
AGRICULTURAL
6000
IMPROVED PASTURE LAND
60
AGRICULTURAL
6100
SEMI -IMPROVED LAND
61
AGRICULTURAL
6200
NATIVE LAND
62
AGRICULTURAL
6300
WASTE LAND
63
AGRICULTURAL
6400
GRAZING LAND CLASS V
64
AGRICULTURAL
6500
GRAZING LAND CLASS VI
65
AGRICULTURAL
6600
CITRUS
66
AGRICULTURAL
6700
POULTRY/BEES/FISH/RABBIT
67
AGRICULTURAL
6800
DAIRY, HOG & CATTLE FEED
68
AGRICULTURAL
6900
ORNAMENTALS, MISC AG
69
AGRICULTURAL
7000
VACANT INSTITUTIONAL
70
VACANT
7100
CHURCHES
71
INSTITUTIONAL
7200
PRIVATE SCHOOLS & COLLEGE
72
INSTITUTIONAL
7300
PRIVATE OWNED HOSPITALS
73
INSTITUTIONAL
7400
HOMES FOR THE AGED
74
NURSING HOMES
7500
ORPHANAGES
75
INSTITUTIONAL
7600
MORTUARIES/CEMETERIES
76
INSTITUTIONAL
7700
CLUBS, LODGES, UNION HALLS
77
INSTITUTIONAL
7800
SANITARIUMS, CONVALES, REST
78
INSTITUTIONAL
7900
CULTURAL ORG, FACIILITIES
79
INSTITUTIONAL
8000
UNDEFINED
80
GOVT
8100
MILITARY
81
GOVT
8200
GOVT FOREST/PARKS/RECREATIONAL
82
GOVT
8300
PUBLIC COUNTY SCHOOLS
83
GOVT
8400
COLLEGES
84
GOVT
8500
HOSPITALS
85
GOVT
8600
COUNTY
86
GOVT
8700
STATE
87
GOVT
8800
FEDERAL
88
GOVT
8900
MUNICIPAL NOT PARKS
89
GOVT
9000
LEASEHOLD GOVT OWNED
90
GOVT
9100
UTILITIES, GAS/ELEC/TELEP
91
INDUSTRIAL/WAREHOUSE
9200
MINING, PETROLEUM, GAS
92
INDUSTRIAL/WAREHOUSE
9300
SUBSURFACE RIGHTS
93
NOT USED
9400
RIGHT-OF-WAY
94
NOT USED
9500
RIVERS & LAKES, SUBMERGED
95
NOT USED
9600
SEWAGE DISP, BORROW PITS
96
NOT USED
9700
OUTDOOR REC OR PARK
97
NOT USED
9800
CENTRALLY ASSESSED
98
NOT USED
9900
ACREAGE NON AGRICULTURAL
99
VACANT
D-4
Appendix E
Form of Prepayment Notice
E-1
July 23, 2012
Monroe County
Office of Management and Budget
1100 Simonton Street, Suite 2-213
Key West, FL 33040
305-292-4447
FORM OF NOTICE
Board of County Commissioners
Mayor David Rice, Dist. 4
Mayor Pro Tern Kim Wigington, Dist. 1
George Neugent, Dist. 2
Heather Carruthers, Dist. 3
Sylvia Murphy, Dist. 5
Owner Name Alternate Key #: [GSG Insert]
Address 1 Sequence #: [GSG Insert]
Address 2
City, State Zip
RE: Cudjoe Regional Outer Islands Non -Ad Valorem Wastewater Assessment Prepayment Notice
At the July 18, 2012, the Monroe County Board of County Commissioners (BOCC) approved a System
Development Fee of [GSG/County insert] per Equivalent Dwelling Unit for the centralized Cudjoe Regional Outer
Islands Service Area. The System Development Fee may be paid as a lump sum prepayment or financed for
collection on the ad valorem tax bill as a non -ad valorem special assessment. This type of financing where
property owners participate in the cost of the program through the Uniform Method of Collection is used
throughout Florida. It is anticipated that construction of the Cudjoe Regional System will begin in early 2013 and
continue through the end of 2015.
The EDU Allocation for the above parcel is: [GSG insert].
The lump sum Prepayment Assessment for the above parcel is [GSG insert]. Should you wish to pre -pay
without interest and administrative costs, please detach the prepaymant slip below and remit with prepayment
check made payable to Monroe County, Florida to the Monroe County Office of Management and Budget at 1100
Simonton Street, Suite 2-213, Key West, FL 33040. You must include the Parcel Identification # provided above
on your check. We ask that you also include a contact telephone number on the check in case we need to
contact you regarding the prepayment. You may also make a prepayment in person at the address above by
check only. No cash or credit card payments will be accepted. It is anticipated that the prepayment notices
will be mailed in early July 2013 and due by August 31, 2013.
The Annual Wastewater Assessment is [GSG insert].
If you elect not to pre -pay, the assessments will be collected on the ad valorem tax bill, as authorized by Section
197.3632, Florida Statutes. The assessments will be payable in not to exceed twenty (20) annual installments
amortized at [GSG/COUNTY insert %], the first of which shall be included on the ad valorem tax bill to be mailed
in November, 2013. Failure to pay the assessments will cause a tax certificate to be issued against the property
which may result in a loss of title.
If you do not wish to prepay the assessment by August 31, 2013, but decide you want to payoff the assessment in
the future, payoffs are calculated annually by reducing the System Development Fee by the principal portion of
the annual assessment. Please contact us at 305-292-4426 to obtain a payoff memo. Payoffs are accepted
annually through August 31 and are usually available beginning in October.
Copies of applicable Ordinances, Resolutions and assessment records are available at the Monroe County
Wastewater Department located at 102050 Overseas Highway, Suite 2-223, Key Largo, FL 33037.
Centralized Cudjoe Regional Outer Islands Prepayment Slip
Owner Name:
Tax Parcel ID#:
MAIL PAYMENT TO: Amount Due:
Date Due: Prior to August 31, 2013
Monroe County, FLORIDA
Attn: Office of Management and Budget (Prepayments)
Suite 2-213
Key West, FL 33040
PLEASE MAKE CHECKS PAYABLE TO: Monroe County, Florida
Sequence #:
E-2
MONROE COUNTY
OFFICE OF TAX COLLECTOR
1200 TRUMAN AVENUE, SUITE 101
P.O. BOX 1129
KEY WEST, FLORIDA 33041-1129
DANISE D. HENRIQUEZ, C.F.C. TELEPHONE (305) 295-5000
TAX COLLECTOR
FAX
TAX DEPT 1305) 295-5020
DEL DEPT 1305) 296-6021
TAG DEPT 1306) 296-5022
10/29/02
AMENDED - FLAT RATE FEE FOR COLLECTION OF NON-ADVALOREM-ASSESSMENTS
$1,000 charge for rolls up .to 2,000 accounts
$2,000 charge., for rolls 2,001 - 5,000 accounts
$8,000 charge for rolls 5,001 - 30,000 accounts
Should any rolls exceed 30,000 accounts this rate
can be reviewed to determine if the amount would be
sufficient to cover the coat.
G
�a�
"The Vacation Land of the Presidents"
Client Name Monroe County - Cudjoe Regional Wastewater Assessments
Project Name Rate Scenarios - Inner Service Area - Case i
$4,500
SDC =
Interest Rate 5%
No Financing Costs, Revised Collection Costs
Item Based On
Debt Service Parameters
5.00`Yo
Original Interest Rate
11/1/2012
Start Date (mm/dd/yyyy)
2
Payments Per Year
20
Total Years
$ 14,503,500
Total Principal
Initial Prepayment Amount
$ 14,503.500
Total Construction Costs
Provided by County
Contingency
Included in Construction Costs
$
Start Up Costs
GSG contract
$
First Class Notices
$1.31 per parcel
$
Prepayment Notices
$1.31 per parcel
$
$ 14,503,500
Total Capital Cost
$ 4,500
Initial Prepayment per Unit
Uses actual units
Other Total Loan Components
Debt Service Reserve Fund Not Included $
Capitalized Interest Not Included $
Loan Service Fee Not Included $
rlic—lint Not Included $
S
Adjusted Prepayment per Unit Uses actual units b I' V
Assessment Database
Number of Parcels
Number of Units
Modified Number of Units
Annual Assessment Rates
Annual Debt Service
Additional Coverage
Assessment Administration (GSG)
County Administrative Costs
Tax Collector Costs
Property Appraiser Costs
c....a.,.., rl --nt
2,729
Actual Units 3,223
Uses 95% of Actual Units 3,062
$
1,155.530
Not Included
$
Annual Contract (Pro -rated)
$
9,195
Not Included
$
Uses TC proposed costs
$
2,000
Not Included
$
Estimated at 5%of Annual Revenue
$
61,407
Total Annual Assessment Amount
Annual Assessment Amount/Unit Uses Modified Units
Financing Info
Cudjoe Key AsSrnt rates_2012-13 Inner_no financing_4500 5% int rev fees
7/12/2012
402
Per EDU3,062
377.403,062
FAmunt
-
3,062
3.003,062
-
3,062
$
0.65
3.062
$
3,062
$
20.06
$
401.11