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Item B BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: 9/1 0/03 Division: District 1 Bulk Item: Yes No Department: Mayor Dixie M. Spehar AGENDA ITEM WORDING: Approval of a resolution of the Board of County Commissioners of Monroe County, Florida concerning the implementation of Ordinance 027-2003 for South Stock Island by providing for an initial payment of five percent of the $2700 per EDU capacity reservation fee for the connection to a central wastewater collection system, and directing the County Administrator to implement the collection of the remaining amount through a non ad valo~ assessment over a period not to exceed twenty (20) years. e. ITEM BACKGROUND: PREVIOUS RELEVANT BOCC ACTION: The BOCC passed Ordinance 027-2003 on July 15,2003 authorizing and establishing the procedure for imposing wastewater assessments. CONTRACT/AGREEMENT CHANGES: STAFF RECOMMENDATIONS: This resolution meets with staff approval. TOTAL COST: BUDGETED: Yes No COST TO COUNTY: SOURCE OF FUNDS: REVENUE PRODUCING: Yes No AMOUNT PER MONTH Year APPROVED BY: County Atty X OMB/Purchasing _ Risk Management _ DIVISION DIRECTOR APPROVAL: #:.. /7;., bh.u) Mayor jJfxie M. Spehar DOCUMENTATION: Included X To Follow Not Required - DISPOSITION: AGENDAITEM#~ Revised 1/03 Board of County Commissioners gt:SOLUTION. t4~. -2003 A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA CONCERNING THE IMPLEMENTATION OF ORDINANCE NO. 027-2003 FOR SOUTH STOCK ISLAND BY PROVIDING FOR AN INITIAL PAYMENT OF FIVE PERCENT OF THE $2700 PER EDU CAPACITY RESERVATION FEE FOR THE CONNECTION TO A CENTRAL WASTEWATER COLLECTION SYSTEM, AND DIRECTING THE COUNTY ADMINISTRATOR TO IMPLEMENT THE COLLECTION OF THE REMAINING AMOUNT THROUGH A NON-AD VALOREM ASSESSMENT OVER A PERIOD NOT TO EXCEED 20 YEARS. WHEREAS, Sec. 15.5-2(a), Monroe County Code, provides that "The owner of an onsite sewage treatment and disposal system must connect the system or the building's plumbing to an available publicly owned or investor-owned sewerage system within 30 days after written notification by the owner of the publicly owned or investor-owned sewerage system that the system is available for connection;" and WHEREAS, Sec. 15.5-20, defines "Available" as applied to a publicly owned or investor-owned sewerage system to mean that the "sewerage system is capable of being connected to the plumbing of an establishment or residence," . . . and: 1. For a residential subdivision lot, a single~family residence, or an establishment, any of which has an estimated sewage flow of 1,000 gallons per day or less, a gravity sewer line to maintain gravity flow from the property's drain to the sewer line, or a 'low pressure or vacuum sewage collection line in those areas approved foe low pressure or vacuum sewage collection, exists in a public easement or right-of-way that abuts the property line of the lot, residence, or establishment. 2. For an establishment with an estimated sewage flow exceeding 1,000 gallons per day, a sewer line, force main, or lift station exists in a public easement or right-of-way that abuts the property of the establishment or is within 50 feet of the B/S 3~'o'd StSE:C;SC;S0f>aI 3:::JIdd.O ^~~'o' ^~NnO:::J 30~NOW'WO~d c;p'St 80- property line of the establishment as accessed via existing right-of-way or easements." . . .; and WHEREAS, Ordinance No. 027-2003 defines "capacity fee" as the fee established by a Utility Provider to fund the Capital Cost of the Wastewater Capacity attributable to a Connection;" and . WHEREAS, the current agreement between Monroe County and KW Resort Utilities Corp. establishes the Capacity Reservation fee at $2,700.00 per Equivalent Development Unit (EOU); and WHEREAS, Ordinance No. 027-2003, at Section 2.02(A), allows a property owner the right to elect to pay the Capacity fee, together with other allowable costs, over a set period not to exceed twenty (20) years; and WHEREAS, if the property owner elects to pay the capacity fee, together with other allowable costs, over a set period of time, a condition of such election is that the property owner must pay to the Utility Provider an "initial wastewater assessment installment" prior to connection; and WHEREAS, Monroe County now wishes to provide an interim definition of "initial wastewater assessment installment," NOW, THEREFORE BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA: S(:!ction 1. The Board hereby defines the initial wastewater assessment installment to be an amount equal to Five Percent (50/0) of the Capacity Reservation Fee per EDU of $2700.00 fur those property owners on south Stock Island who are required by the Monroe County Code to connect to the wastewater collection and treatment system owned by KW Resort Utilities, Inc. (the Utility Provider), when the system becomes available for connection. 8/8 3:J'dd 81SE~6~S0E'aI 3JlddO ^~~'d ^~NnOJ 30~NOW'WO~d ~v'8t E0-v0-d3S Section 2. The Board further determines that, pursuant to Ordinance No. 027- 2003, those south Stock Island property owners who would otherwise be required to pay the. Capacity Reservation Fee, and other allowable costs, in full, may elect to pay the Capacity Reservation Fee, minus the initial wastewater assessment installment, plus allowable costs, plus interest of %, over a set term not to exceed twenty (20) years (the Term) as a non ad valorem assessment under Sec. 197.3632, FS, in exchange for both the payment of the initial wastewater assessment per EDU to be paid to the Utility Provider (for subsequent remittance to the County), and an executed consent and acknowledgment agreement in a format approved by the County Attomey. Section 3. In order to allow for the collection of the amounts from south Stock Island property owners that elect to utilize the Annual Wastewater Assessment to begin in fiscal year 2004-2005, the County Administrator is directed to compile the following information as it becomes available from the Utility Provider: a) A list of the south Stock Island Owners who have elected the privilege of paying the Annual Wastewater Assessment and a copy of the Consent and Acknowledgment Agreement: executed by suCh Owner; b) Summary description of each parcel of property (conforming to the description contained on Tax Roll) subject to the Annual Wastewater Assessment; c) The name of the Owner of each parcel as shown on the Tax Roll; d) The number'of EDU's attributable to each parcel; e) The resultant total Fee attributable to each parcel; f) The tentative amount of Annual Wastewater Assessment attributable to each parcel; g) Acknowledgment of receipt of the initial payment received by the Utility Provider for each parcel of property. 8/L 3~'Ud 9158686508'01 3~lddO ^~~'U ^~NnO~ 30~NOW'WO~d 6P'SI E0-p0-d35 Thereafter, the County Administrator shall cause the preparation of the Initial Assessment Roll as required by Ordinance No. 027-2003. PASSED AND ADOPTED by the Board of County Commissioners of Monroe County, Florida, at a regular meeting of said Board held on the day of September, 2003. Mayor Spehar Mayor Pro Tern Nelson . Commissioner McCoy Commissioner Neugent Commissioner Rice (SEAL) Attest: DANNY L. KOLHAGE, Clerk BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA By By Deputy Clerk Mayor/Chairperson jresWWSI MONROE COUNTY ATTORNEY _ AP~: ~ JOHN R. COLLINS ~~NTY ATTORNEY D8te~ 05'\ cf) . B/B 3~'ltd 8tS8~S~S08'aI 3~IddO ^~~'It ^~NnO~ 30~NOW'WO~d 8~'8t 80-~0-d3S SEP-04-03 16,41 FROM,MONROE COUNTY ATTY OFFICE 10,3052823516 PAGE 1/8 1 AMENDMENT NUMBER ONE TO THE KW RESORT UnLmES CORPORATION 2 CAPACITY RESERVATION AND INFRASTRUCTURE CONTRACT 3 4 5 This is an amendment to the Capacity Reservation and Infrastructure Contract 6 between Monroe County, a political subdivision of the State of Florida, hereafter 7 County, and KW Resort Utilities Corporation, a Florida corporation, hereafter Utility. 8 RECITATIONS 9 A. On July 31, 2002, the parties entered a contract whereby the County 10 purchased a reservation of wastewater treatment capacity from the Utility in an 11 amount deemed sufficient to treat the wastewater generated on south Stock Island. 12 B In consideration for the County's purchase of the reserved wastewater 13 treatment capacity the UtfHty agreed to extend its collection system through out 14 south Stock Island and to collect $2700 per EDU (equivalent dwelling unit) from 15 each property owner required by County ordinance to connect to south Stock Island 16 wastewater collection system when the system is complete. 17 C. As provided for in the parties' July 31, 2002 contract, the $2700 is 18 intended to repay the County for the County's purchase of the wastewater 19 treatment capacity reservation and to pay for the upgrade of the Utility's Stock 20 Island wastewater treatment plant to AWT. 21 D. Pursuant, to the parties' July 31, 2002 contract and the current 22 provision of the Monroe County Code, the $2700 is due in full from each property 23 owner upon notification of availability for connection of the south Stock Island 24 wastewater collection system. 25 E. In recognition of the financial hardship to some property owners that 26 payment of the $2700 in full might cause the Board of County Commissioners has SEP-04-03 16,41 FROM,MONROE COUNTY ATTY OFFICE ID,3052923516 PAGE 2/8 1 adopted an ordinance (Ordinance No. 027-2003) that would allow a property 2 owner to elect to pay the $2700 per EDU (plus ) over a period of up to 20 years 3 with annual payments collected as non-ad valorem assessments under Sec. .. 197.3632, FS. 5 F. As a result of Ordinance No. 027-2003, an amendment to the Capacity 6 Reservation and Infrastructure Contract is necessary. 7 In consideration of the mutual promises and consideration set forth below, 8 the parties agree as follows: 9 1. The parties' July 31, 2002 contract (the original contract) is attached 10 to this contract amendment as Exhibit A and made a part of this amendment. The 11 parties acknowledge that the County in Resolution No. 595-2002 directed that the 12 Utility upgrade its Stock Island wastewater treatment plant to AWT by January 1, 13 2007 pursuant to paragraph 5 of the original contract. A copy of Resolution No. 14 595-2002 is attached to this contract amendment as Exhibit B and made a part of 15 this amendment. 16 2. Subparagraph 4A is hereby added to the original contract to read as 17 follows: 18 "A. Notwithstanding paragraphs 3 and 4, as a result of the adoption 19 of Ordinance No. 017-2003, the Utility shall: 20 (1) collect from a property owner so electing 5% of the total 21 capacity reservation that would otherwise be due and remit the 5% collected 22 to the County by the 10th day of the month following the month of collection; 23 and SEP-04-03 16,42 FROM,MONROE COUNTY ATTY OFFICE ID,3052823516 PAGE 3/8 1 (2) obtain a written consent to payment of the capacity reservation fee 2 through the non-ad valorem collection method (on the form furnished by the 3 County) and deliver the written consent to the County. 4 The County must by June 1, 2005, determine whether the south Stock 5 Island capacity reservation fee revenue collected through the non-ad valorem 6 assessment method can legally be pledged for the repayment of bonds. If 7 the revenue is pledged, then the .$600 per EDU for AWT must be paid to the 8 Utility out of the bond proceeds within 30 days of the County's receipt of 9 such proceeds (e)(cept for the $600 per EDU COllected from property owners 10 who paid the $2700 in full). If the County chooses not to pledge the capacity 11 reservation fee revenue for the repayment of bonds, then the County agrees 12 in fiscal year 2005-2006 to levy a non-ad valorem assessment on property 13 owners electing the non-ad valorem assessment option that is sufficient to 14 generate $600 per EDU in revenue. That $600 per EDU will then be paid to 15 the Utility for the AWT upgrade. Alternatively, the County may pay the 16 Utility in fiscal year 2005-2006 the $600 per EDU (except for property 17 owners who paid their capacity reservation fees in full), out of any lawfully 18 available revenue source." 19 3. Except as provided in this amendment, in all other respects the 20 parties' original contract remains in full fot"ce and effect. 21 4. This contract amendment will take effect on the signature date of the 22 last party to e)(ecute this amendment. 23 IN WITNESS WHEREOF, the parties hereto have set their hands and seals as 24 indicated below. SEP-04-03 18,42 FROM,MONROE COUNTY ATTY OFFICE 10,3052823518 PAGE 4/8 1 2 (SEAL) 3 ATTEST: DANNY L KOLHAGE, CLERK 4 5 6 By 7 Deputy Clerk 8 Date 9 10 11 (SEAL) 12 Attest: 13 14 15 By 16 Secreta ry 17 18 Date 19 20 jconKWRUA 21 22 BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA By Mayor/Chairman KW RESORT UTIUTlES CORPORATION By President MONROE COUNTY ATTORNEY ~B~M: JOHN R. COLLINS ~~UNTY ATTORNEY D.te~ 05"1 o~ CONSENT AND ACKNOWLEDGMENT AGREEMENT [ (1). J (the "Owner"), a [ (2) J, has executed and delivered this Consent and Acknowledgment Agreement to induce [ (3) J ("Utility") to allow Owner to pay the Capacity Fee due at Connection of Owner's property to Utility's wastewater system, together with an Assessable Interest Amount and all other Assessable Costs, in installments in the fonn of an Annual Wastewater Assessment assessed against Owner's property over a period of [ (4) J years pursuant to the Monroe County, Florida, Wastewater Assessment Ordinance, No. [ (5) J (the "Ordinance"). All capitalized tenns not otherwise defined herein shall have the meanings set forth in the Ordinance. The Owner hereby consents and acknowledges as follows: (1) The Owner consents to the imposition of an Annual Wastewater Assessment, including the amount of the Capacity Fee, an Assessable Interest Amount, and all other Assessable Costs, against the Owner's real property that has or will be connected to the Utility's wastewater system ("Owner's Property") for a period of [(6) J years. The Owner's Property is more specifically identified in Attachment A, which is made a part of this Agreement. The property has a street address of identification number of , and a parcel (2) Upon the execution of the Consent and AcknOwledgment Agreement, the Owner shall pay to the Utility the Initial Wastewater Assessment Installment of $[ (7) j. The Owner acknowledges that the total Assessable Costs, after crediting the amount of the Initial Wastewater Assessment Installment, that will be assessed against Owner's Property over the [ (8) J-year assessment period is $[ (9) J. The.. Assessable Costs will be divided into [ (10) J equal annual installment payments to be collected by the Tax Collector on the ad valorem tax bill pursuant to the Unifonn Assessment Collection Act and will include an Assessable Interest Amount calculated at [ (11) J percent per annum. The maximum amount of the Annual Wastewater Assessment that will be imposed against Owner's Property in any Fiscal Year without further notice is $[ (12) j. Failure to pay the Wastewater Assessment will cause a tax certificate to be issued against the Owner's Property which may result in a loss of title. (3) The Owner acknowledges that the Annual Wastewater Assessment provides a special benefit to Owner' Property based upon the following: (1) a reduction in the amount of costs immediately due at the time of Connection of Owner's Property to Utility's wastewater system facilitates the ability of Owner's Property to connect to a central sewage system on a timely basis; (2) the wastewater services and facilities to be provided with the proceeds of the Total Assessable Costs assessed against Owner's Property possess a logical relationship to the use and enjoyment of Owner's Property by facilitating the development of said property and increasing the uses and enjoyment thereof; positively affecting the marketability and market value of the Owner's Property by the presence of a central sewage treabnent system; property and safely disposing of 1 sewage generated on Owner's Property; and enhancing Owner's Property through the environmentally responsible use and enjoyment thereof. (4) The Owner acknowledges that this Consent and Acknowledgment Agreement satisfies the first class notice requirements of the Uniform Assessment Collection Act and the Owner hereby waives the requirement of additional first class notice each year prior to the imposition of the Annual Wastewater Assessment and its collection on the tax bill pursuant to the Uniform Assessment Collection Act. (5) The Owner acknowledges that the terms of this Consent and Acknowledgment Agreement shall be deemed a covenant running with the Owner's Property and shall be binding upon the Owner, the Owner's heirs and assigns, and shall be recorded in the public records of Monroe County, Florida. The costs of recording shall be paid by the Owner. IN WITNESS WHEREOF, the Owner has executed and delivered this Consent and Acknowledgment Agreement this _ day of , 20_. [INSERT NAME OF OWNER] By: Printed name [Title] STATE OF FLORIDA ) ) COUNTY OF MONROE ) The foregoing instrument was acknowledged before me this _ day of ,20_. by . who is personally known to me OR produced as identification. My Commission expires: Name: Notary Public, State of Florida F:\WPDA T A\PROJECTS\Monroe CountY\03032\CONSENT ACKNOWLEDGEMENT AGREEMENT.doc AND 2 1. NAME 2. DESCRIBE ENTITY 3. UTILITY PROVIDER 4. INSERT TERM 5. TO COME 6. INSERT TERM 7. INmAL AMOUNT 8. INSERT TERM 9. TOTAL ASSESSABLE COST 10. TERM 11. INTEREST PERCENT 12. MAXIMUM ANNUAL ASSESSMENT 3 Exhibit A CAPACITY RESERVAnON AND INFRASTRUCTURE CONTRACT KW Resort Utilities Corporation THIS CONTRACT Is entered Into this 31st day of July, 2002, by and between Monroe County, a political subdivision of the State of Florida, whose address Is Gato Building, 1100 Simonton Street, Key West, FL 33040 (County), and KW Resort Utilities Corp., a Florida corporation whose address Is 6450 College Road, Key West, FL 33040 (Utility), for the purchase of wastewater treatment plant capacity reservation to serve South Stock Island and the installation and expansion for the wastewater collection treatment system on South Stock Island. Whereby the County agrees to proVide Initial funding for the Installation and expansion of the Utility wastewater treatment system and the Utility agrees to provide wastewater treatment services to the residences and businesses of South Stock Island. IN CONSIDERATION of the mutual promises and benefits set forth below, the parties agree as follows: 1. A. The County agrees to purchase from the Utility, and the Utility agrees to sell, capacity at Its wastewater treatment plant sufficient to treat 1500 e.d.u.'s. The Utility agrees that the capacity purchased Is to serve the South Stock Island area. As consideration for the purchase the County agrees to fund the Utility's construction of the wastewater collection system on South Stock Island , in an amount not to exceed $4,606,000, pursuant to the plans dated May 30, 2002 from Weller Engineering COrporation. The plans are attached to this contract as Exhibit A and made a part of it. The Utility's completion of the system must be done in 16 months from the commencement date of this contract unless delayed by acts of war, legal challenges, acts of God, or lack of funding from the government. B. The Utility agrees that the County will make monthly partial payments of the construction costs of $4,606,000 to the Utility In amounts equal to the percentage of South Stock Island Infrastructure work satisfactorily completed during the previous month. The parties agree that the construction costs of $4,606,000 is allocated as follows: i. II. Ill. iv. Collection system Infrastructure Contingency amount Engineering and engineering Inspection COnstruction administration and legal fees Testing Total $3,500,000 380,000 279,000 347,000 100.000 $4,606,000 v. The Utility agrees that the maximum amount due it from the County under this contract is $4,606,000. If the construction of the South Stock Island Infrastructure expansion described in paragraph one costs In excess of $4,606,000, the excess costs are solely the responsibility of the Utility and do not operate In any way to relieve the Utility of Its obligation to complete the Infrastructure so that It satisfactorily collects wastewater In South Stock Island and transports It to the Utility's plant for treatment. In order to insure that the collection Infrastructure Is satisfactOrily completed and that all contractors (In any tier) and materialmen are paid, the Utility agrees to purchase, or require its contractors to purchase, performance and payment bonds in a form and amount satisfactory to the County. No payment wili be made by the County until the bonds are purchased. The Utility must also supply the County with the names of all contractors before payment can be made. C. Payments to the Utility will be made as follows: i. On the first business day of each month the Utility shall submit to the County Engineer an invoice, in a form satisfactory to the County Clerk, for payment for the work completed, or materials delivered, during the prior month. The invoice must contain: a) An engineer's certificate that the percentage of work requested for payment has been completed in a good workmanlike manner and the amount requested represents the percentage of work completed, or materials delivered to the Utility for incorporation into the work provided they are kept separate from other materials at the Utility's slte(s) and are Identifiable as materials for Incorporation In the work authorized by this contract, together with any supporting documentation requested by the County Engineer. b) Partial lien waivers for Interim payments from the contractors, materialmen, and Utility. Final waivers are necessary for final payment. An engineer's certificate that the South Stock Island infrastructure expansion Is functioning satisfactorily and in accordance with the design and performance criteria of Ex. A Is also required for final payment. II. The County Engineer must review the Invoice and within 5 business days, Inspect the work completed and materials delivered, and Inform the Utility in writing of any error or omission In the Invoice and what must be done to correct the deficiency. If the Invoice Is satisfactory he shall forwarcl the Invoice to the County Clerk for payment. The Clerk must then promptly review the Invoice. If the Clerk determines there Is an error or omission In the invoice, he must Inform the Utility In writing. If the Invoice Is not returned to the Utility by the Engineer or Clerk for correction, the Clerk must make the payment to the Utility within 20 business days of the County Engineer's receipt of the Invoice. A corrected Invoice need only be returned to the officer who noted the deficiency, with a copy to the County Engineer and, If satisfactorily corrected, shall be paid by the Clerk within 20 days of the officer's receipt of a corrected Invoice. iii. If there Is a dispute between the Utility and one of Its contractors which disrupts, delays or stops the work, the County reserves the right to withhold payment(s) until the dispute is resolved. D. The Utility agrees to keep its financial records pertaining to this contract accorcllng to generally accepted accounting principles. The recotds must be kept three years after the date of the County Cler~'s, or County's Issuance of an audit for this contract. The Utility must make Its financial records pertaining to this contract available to an auditor employed by the COl/nty or Clerk during regular business hours (Monday-Friday, 9 AM _ 5 PM, holidays excepted). If the auditor determines that money paid by the County to the Utility was not spent as authorized by this contract, or that the $600 portion of the capacity reselVatlon fees collected from property owners was not spent on AWT conversion and operating costs as required by this contract, or that capacity reselVatlon fees collected from property owners were not remitted to the County as required by this contract, then the Utility must repay to the County the amounts not spent or remitted as required by this contract, together with interest calculated at the rate set forth in Sec. 55.03, Fla. Stat., from the date the auditor determines that the funds were improperly spent or withheld. E. The parties agree that nothing in this contract may be construed to create privity, or any other contractual or legal relationship however described, between the County and 2 any contractors, subcontractors, design professionals and administrative personnel, and materialmen, of the Utility. Such persons may not seek payment from the County but only from the Utility or the Utility's sureties. F. The South Stock Island wastewater collection infrastructure constructed pursuant to this contract Is, and will remain, the sole property of the Utility. Nothing in this contract may -be construed as creating any County obligation or liability to the Utility or any third parties to construct, maintain, repair or operate the infrastructure. G. The payments due the Utility pursuant to this contract may be paid out of County non-ad valorem revenue sources only. The Utility agrees that it may not seek to compel the County to pay any amount out of ad valorem funds that may be due the Utility under this contract. 3. Utility agrees to reimburse County, to the extent of its collection of capacity reservation fees from all new customers connecting to the vacuum sewer system to be constructed pursuant to the plans of Ex. A. and funded by this contract. Utility shall account and pay to the County on a monthly basis all amounts due. The capacity reservation fee is $2,700 per EDU (equivalent dwelling unit) as set forth in the Utility's tariff filed with the Public Service Commission, which fee shall remain at $2,700 until January 1, 2007. Notwithstanding, the foregoing Utility shall not be required to repay the County the advanced funds unless there are monies generated by connections to the South Stock Island wastewater collection Infrastructure project and only to the extent of collections from that project. 4. Utility agrees to repay the funds advanced by County for the construction of the South Stock Island wastewater collection infrastructure project. Utility's obligation of repayment is limited to the capacity reservation fees collected by the Utility from new customers connecting to the project. Utility shall account for the collection of new customer capacity reservation fees on a monthly basis. Utility shall pay to the County the total sum of the new customer capacity reservation fees collected during any month by the fifth business day of the succeeding month. Utility has neither the authority nor the obligation to enforce the mandate of the State of Florida or to require the owners of residences and businesses of South Stock Island to abandon their current wastewater treatment system and connect to the wastewater collection Infrastructure project. 5. Utility further agrees to convert Its wastewater treatment system to Advanced Waste Water Treatment (5-5-3-1), hereafter AWT, by January 1, 2007 provided that the County so requests and that UtlJ/ty Is allowed to recapture the costs of Its conversion to AWT and increased operating costs by a resolution of the County Commission. Such resolution requesting that the Utility convert to AWT and that allows Utility to recapture the costs of Its conversion to AWT and increased operating costs must be adopted before January 1, 2003. Any repayment of funding by the County to construct the project from the collection of new capacity reservation fees shall be proportionally discounted and reduced by the Utility's cost of conversion to AWT standards. Utility Shall be allowed to retain a fixed fee of $600 per capacity reservation fee (EDU) from the project to cover the Incremental cost of conversion and Initial AWT operation. The net amount due to the County from the collection of any new capacity reservation fees would be equal to $2,100 (capacity reservation fee $2,700 per EDU less discount for AWT conversion $600). Any connection fees collected from users of the existing wastewater collection system who connected to that system prior to the effective date Qf this contract, and which fees were reserved for AWT, must be spent on AWT. The Utility agrees to complete the AWT upgrade at its own expense If the fees collected for the upgrade under this paragraph do not cover the total cost of the upgrade. The Utility agrees to use Its best efforts to require the property owners of South Stock Island to connect to the new collection Infrastructure. If the owner of a property required to connect to the new collection system refuses to do so, the Utility shall refer the refusal to the County which may use any available legal or equitable remedy to compel connection. 6. Utility agrees not to add the construction cost funded by the County to its cost basis utilized by the Public Service Commission to calculate a reasonable return on invested capital. Utility 3 further agrees not to use the advances in calculating any impact fees, connection charges or any like charges imposed on Utillty's customers, i.e., that the advances will be applied as a credit against such fees otherwise charged. 7. The Utility agrees to indemnify and hold harmless the County, members of the County Commission, County officers and employees, and County contractors, from any acts or omission committed by the Utility's officers, employees, and contractors (of any tier) during ~he course of performing the work required by this contract. This paragraph will survive the completion of the work. The purchase of the insurance required by paragraph 8 does not vitiate this Indemnification/hold harmless paragraph. 8. During the term of this contract the Utility must keep In full force and effect the insurance set forth in Exhibit B. Exhibit B Is attached to this contract and made a part of It. 9. The Utility warrants that he/It has not employed, retained or otherwise had act on his/Its behalf any former County officer or employee subject to the prohibition of Section 2 of Ordinance No. 010-1990 or any County officer or employee In violation of Section 3 of Ordinance No. 010-1990. For breach or violation of this provision the County may, In its discretion, terminate this contract without liability and may also, In its discretion, deduct from the contract or purchase price, or otherwise recover, the full amount of any fee, commission, percentage, gift, or consideration paid to the former County officer or employee. 10. This contract Is governed by the laws of the State of Florida. Venue for any litigation arising under this contract must be in a court of competent jurisdiction In Monroe County, Florida. In the case of litigation, the prevailing party is entitled to costs plus a reasonable fair market value attorney's fees. 11. The parties agree that this written contract represents their final mutual understanding and replaces any prior communications or representations between the parties, whether written or oral. This contract may only be modified In a writing agreed to, and executed by, both parties. 12. County hereby agrees to grant perpetual R.O.W. easements to Utlllty for the wastewater collection Infrastructure contemplated by Exhibit A, as long as such easements are used for wastewater collection Infrastructure. The County agrees to provide the Utility access to existing County Stock Island rights-of-way necessary for construction. The County also agrees to and hereby does permit this project without any additional permitting requirements. 13. Because County will repave the following streets following project completion, after Installation of the pipes and other subterranean Infrastructure under the streets and R.O.W. County will only require that Utlllty,or its contractors to backfill, compact and level street trenches for the following streets. STREET Front Cross Street 5th Street 5th Avenue 4th Avenue 3111 Avenue Sunshine (B) 2nd Avenue 2nd Avenue 2nd Terrace 2nd Street Peninsula Avenue Peninsula Avenue fBQM utility US 1 US 1 End (radio station) 5th Avenue End past Sunshine 3111 Avenue Sunshine (B) 3111 Street 3111 Avenue 3111 Avenue End Peninsula Marine Maloney Avenue IQ End 12th Avenue 12th Avenue 4th Avenue Maloney Ave. (excluding Maloney Intersection) 4th Avenue 2nd Avenue 3111 Street (excluding 3111 St. Intersection) Maloney Avenue 2nd Avenue 1st Avenue Maloney Ave. (excluding Maloney intersection) End by HICkory House 4 14. This contract is binding on the heirs, successors, and assigns of the parties and shall bind such heirs, succ;essors and assigns as if they were the original parties to this contract. 15. The Utility warrants and represents that: A. its existing facilities, and facilities to be constructed, are, and will be, in compliance with all applicable environmental permits, laws, rules, and orders; B. the contract is Utility's legal and binding obligation, enforceable against it in accordance with its terms; C. Utility has taken all necessary corporate actions to approve, enter Into, become bound by, and perform the Contract; D. Utility holds all necessary permits, certificates, licenses, and authorizations from the PSC and any environmental regulatory agency with jurisdiction over the Utility and the new South Stock Island Infrastructure; and E. Utility's current rates, Including Its capacity reservation fees, have been duly approved by the PSC. 16. The Utility shall be deemed In default under this Contract in the event that, and as soon as, any of the following occurs: A. Utility falls to perform any obligation to the County under this Contract as and when due; B. Utility faUs to reimburse or pay to the County, as and when due, any amount to which the County is or becomes entitled under this Contract or otherwise; C. Utility breaches any representation or warranty to the County in this Contract or in any related agreement or Instrument; D. Utility falls to obtain any license, permit certificate, or order that It needs to construct and operate, as planned, the expansion of its system contemplated by this Contract, or any such license, permit, certificate, or order is rescinded, revoked, suspended, or nullified, or is modified in a materially adverse respect; E. The Florida PSC declines or refuses to approve any rate, rate plan, or rate change that Utility proposes, requests, or needs to construct and operate the Stock Island infrastructure or to operate profitably; F. Utility becomes Insolvent, or ceases to pay Its debts and obligations as and when due, or becomes the subject of a petition filed under the United States Bankruptcy Code; or G. a receiver or similar custodian Is appointed for Utility, Its Stock Island facilities, or any substantial part of Its business or properties. 17. In the event that Utility is in default under this Contract and falls to remove or cure such default within 30 business days after written notice thereof by the County, then the County may take any or all of the following actions, In any combination and order, all In the County's sole discretion and without limiting any other rights or remedies that the County may have under this Contract or applicable law In, the circumstances: A. terminate this Contract and the County's performance, duties, and obligations hereunder; B. suspend or refuse to make any or all further payments to Utility that otherwi~e might or would be or become due or payable to Utility under this Contract; C. exercise Its rights under any performance, payment, or surety bond or similar agreement or policy that Utility or the County may have; D. assume responsibility for and control over completion of construction of the Stock Island Infrastructure and facilities; E. require Utility to furnish collateral satisfactory in form and amount to the County; F. file a complaint or initiate a proceeding with the Florida PSC; G. initiate a suit for any and all available monetary damages and injunctive and equitable relief and remedies in any court of competent jurisdiction; and . H. file a petition with any such court for appointment of a receiver for some or all of Utility's facilities and properties, and recommend a person or entity to serve in such capacity. 5 18. This contract commences on the signature date of the last party to sign it. 19. All communication of the parties required by this contract shall be In writing and addressed to: ~. .."(;i".. ...~..~. '.-J~,_Monroe County Administrator ~~._~\~))~OO Simonton Street ..~~iJrt:::~~ West, FL 33040 .?.i-V \ \.r. - 't ~ WHEREOF, the parties hereto have set their hands and seals the day and year KW Resort Utilities Corp. 6450 College Road Key West, FL 33040 By ~o.U-C. ~yj~ Deputy Clerk ./ By BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA Mav4,person L. KOLHAGE, CLERK (SEAL) ATTEST: KW RESORT UTlUTlES CORP. ~e l!1:deb ~ By , Title . JdconKWRU7028 . c co a::: C\I < 0 lLJ U 9 CJ -' ~ 14- l.&.J ~ ;z:t-:~ a::: -.:c -.J~.... Ct:: o .:z: 0 0 )C"~::> ''-.)0 lI... -.J .'-.) C) ~ >-X::tu Lu Lu ;;Z:-.Jo en ;;;C~ct: -l ~ oq: :z:: - lI... C:> o 0 C:> r ~ 6 .IUL-18-02 16:11 FROL1-liaJith,h8rr~-'Ich,bur8 , branni,an 312 838 7765 T-l02 P.003/004 F-208 07111/01 lal La;~O PAX 1841Tf~a81~ 11'.BILBl< ~GlNI!:b:KINli CORP ~ .-..- lq/nl 2002 FRt 13:03 lilIC03 COMPLETE SET OF EXHIBIT A PLANS ARE ON FILE IN THE CLERK'S OFFICE IiQ003 a '" ! g i i ~ I i ~ ~ ~ I. JUL-19-02 16: 1 7 FROM-smith,hsamlsch,burl l branni.an 312939 7765 T-l02 P.004/004 F-208 01/~8/01 FoRI 13;~3 PAX lD4178JSali WEZLBR ENClNEQING COap fiI DoZ - ~ ~I ~i ~ll I I..! : ~ f( ii I !j &1 ti: I ',11 Ii If I ru Ii Ii , I . . . . ~ : iI/ ~"'I j .41 !! I r. '!Il,:j II. "S, a: ~\ -- .-- ~:~ ~ GR.\.'"Bfc SCId.ll I r 10\ 5i a ~ - - :---:: .,,-, --.. ... ...... .....-....... -=w ,VctNn- ~~ft.N '..~ !i'DEA ~ rrI---MIIlI YlE o~ -.. -- "'" 1M nE ~ Me NUJ&1t --~=- '5 j ... ~ . . . . .,., I. ". .;,' . ~ 1 __. P'AlJ.e.v.eHT ey FIlall90 e: <AI,," ,.. jj . .: . -._<1 s- ..... - .ft,. . . ;..t . ,--'" . ,.. If Ill" rr=rc>>1n!:, l ~ ~ -~ ....u-u"' . ColI ~ U.,...r<<u..... nu..lr"IIiO,",~ """''"'W'... &. - ""'"I. ~ y.-u,....,..- J l,;a:;- --~.JD.1 3052923518 - PACE -'~9/tt--.'""-. I'" ..... VEmCLE LlABILrn' INSURANCE REQUIREMENTS It'OR CONTRACT BETWEEN MONROE COUNlY. noRmA AND R~8 that the worJc govcmed by thiS contract requires tbe use ofvebicJa, the Contractor, prior to the commencemcm of wor~ shall obtain Vehicle Liability Insurance. ~ sI1all be maintained throughout the life oftbo contrac:t aDd indude. as a minimum, liability covcrag.; for: · Owned, Non-owned, and Him1 Vehicles Tho minimum limits acceptable abaU be: $1,000,000 Combined Sinsfe limit (CSL) If split limits are provided, the minimum limits a<<.eptable shaU be: S SOO,OOO per Person $1,000,000 per ~ $ 100,000 Propaty Damage The Monroe County Boani otCounty Commissioners d1aU be named as Additional In5UfCd 00 all policies issued to satisfy the above requirements. VL3 AdaWtisanlian InstrudiEID 14'709_3 12 e I . d z..e"-SG2 (See) e 1.1.101- 0 Hi 1i)[J ees:o[ 20 22 Inr JUJ..,-;J1/J-1/J2 Hib I/JI/J- FROM., MONROE. COUNTY- A-TTY. OFFI~E----I-D-.-30S2923S't1i- ---'---____.___ h -PACE----B.i"'II--'-~- '- INSTALLAnON PLOATER lNSUR;\NCE REQUIREMENTs )lOR CONTRAcr BETWEEN MONROE COUNTY, FLORIDA ~ "" 1''''_1 i The Conmactor shall be RQUirecl to IJW'Chasc and mamtaiD throughout the life orthe ~ and until the pmjca is aa;cprc:d by the County, IDStaflIlion lnsurucc providiua ~c Ifor machinery aDd equipmens. &OVemed by tJais C'.ODtnK:t, wbiIc being tnnsportcd, iD.\1IUcp IIIId tested. I A3 a minimum. tovetagc shaU iacJude: Pire Explosion Civil Commotion Aircnft Lightning CoUap$C VAndensm flood W"aadstorm Strikes Malicious Mischief H4i.l Ribts VebirJcs I The policy limits shall be no less than the amount oribe machinery or equipment bein, installed. I The MolU'OC County Board of County CommissioOCl"$ shall be named as Additional .'~surcd and . Loss Payee as their intCR3t may appear. -' IF .-. AdnUniSlr.llio. .blllnldi.on '47tJ9.1 6S 2 I -d 2..t;"-SS2 f!:;OEI eJ..IeU-oUfloJ(l eeg:OI 20 22 Tnr VUL-~~-~~ IU'~I ~KUn'nUnKU~ ~uunlY ArTY OFFICE ID.3052S23SIS PACE 10/ II 1tN E4iIMn - BlJILDER'S RISK INSlJItANCE ~UlUMENTS FOR CONTRACT BETWEEN MONROE COUNTY, FLORIDA j AND The Contractor shaD be ~uircd to purchase and maintain. tbroushout the life of the conttaa. and until the project is accepted by the County. Bu.iI~s Risk Wuraucc on an AD Risk o~Loss fom. Coverage Iha1l include: Theft Hail P.xplosion Riot evil Commotion Vehicles Aircraft Smoke Fife CoDapsc Flood The policy limits shaD be no less than the amount of the finished project ancl ~wragc shGll be provided 011 a completed vaNe basis. : J Property located Oil the oonstrudion premises, which is intended to become a permanent pm of the buildiD& shall be included u property covered. ; The policy sbaJl be endorsed permitting the CoWlty to occupy the building prior to compl~on without effecdng the covense. I The Monroe Couaty Board or County Commissioners &haJJ be: named as AdditionallDsured and I Loss Payee. . 8R2 .ol.....u.;dnlica ~ 14709.3 ~J ... t . d Z"E"-SB2 rSOE) e'..IeW-OHuaa eeg'OI 20 22 tnr "06"'-"",-"""" 'V'V., r,""..n'n..",""..&:. "'''''''&1< ~:&.~.Y OFFICE' ...10.3052923518 PAGE 1'1'" II'L IN Uieiee ,-. WORKUS' COP4PENSATION IN~CE llEQUJRl:MDTs FOR CONTRAcr BETWEEN MONROE COUNTY, FLORIDA AND Prior to the COllUDClJCCQJc:at of work govaned by this colItJact" the CoDlractor WlI obtiin Workers' CompalSlUon Insurance with limits IdfJiQeat to I"C:SpOnd to the applicable ltatb statutes. ! In adclition, the Contractor shall obtain Employcn'Liability Insutance with limits of not Icss than~ $1,000,000 Bodily !Diu!}' by Accidc:ut SI.ooo.ooo BodiJy lI\juJy by DilCUC, policy 6lnita $1,000,000 Bodily lajury by ~ eacl1 employee Coverage shaD be maintained throughout the entire term oftbe CODttact. Coverage shalJ be providocl by a campaay or compaaies authorized to tl'lllSlCt business ~ft the . state of Florida . If the Conuaetor hu beea ..,prowd by the Rorida's Oepartmeat ofI..eboc. as an authOJi2ed self. inSwer. the ~ shall recognize and honor the ContDctor's status. ne Ccmtraaorqay be required to submit a Letter of Authorization issued by the Oepanment of Labor and a qertificale of Insunnce" providing details OD the Contractor's: ~ Imurancc Prognm. . Ifthe Conuaccor participates in II IOIf-insurance fund. a Certificate ofllllUr'UCe will be ~uired. In addition. the COntractor may be n:quircd to submit updated fioanciaISWcmcots from die fund upon request from the County. I WC3 ~ioa~ f4'D9.] : " St.d 2trf.:tr-~S2 fSOf.:1 el.Ae"'-o~~raa etrg:OT 20 22 tnr ~u~-~~-~~ I~'~U FROM'MUN~U~ ~UUNrY Arry OFFICE ID.30S2923S1S PACE ?,/ 1 1 19'J6 ~~ -- GENERAL LIABILITY INSURANCE ~VJR:f;MDrrs JlOR CONTRACI' BE1WEEN MONROE COUNTY, FLORIDA AND t i I I . t I Prior to the commenc:omenr. oCworJc Bovemed by thi$ tOfttract. the CoatractOl" shall obtain General Liability Insurmc:e. CowragC dtalJ be maintained throughout the life ofthe con. ancl include. as a minimum: I . Premises Operations i · Produc;t$ aDd Completed OporatioDS · Blanket Contractual Liability. . · PersonallDjury Liabitily · Expanded De6aition ofPropCrty Damage The minimum limits accepr.ble sbaU be: SI~OOO~OOO QJmbined Single Limit (CSL) If split limits arc provided. the minimum limits acceptable shall be: .-. $ 500.000 per Person $ 1,000,000 F Occurrence S 100,000 Property Damage An QCWlTcnc:e Form po6c;y js prcfcrmI, If cowtq;e is provided Oft a Claims Made poQcy, Us provisioDs should include co~ for daims filed. on or after the e:fFCldivo due oftlaia _tract. In addition, the period for which daim$ may be teportccl should cxtCDd fo.. a minimum qftwc1ve (12) momhs foUowing the IICCICptaDCe ofwurk by the County. i The Monroe ~ Board of County CommWiOlM:rS sbaJI be: named as Additional InJcc. 00 BJI policies issued to satisfY the ebove rcquiR:mcnts. ~ t ~ .~ GL3 AtlmatillCndicla JNtIuctiaD .47093 " It. tI 2t.etr-!;S2 (SOE) el"'CW-oun.a .E~IOI 20 22 T"1 ,- \fhibi+ B 1996 Edition MONROE COUNTY, FLORIDA mSURANCECHECKL~T FOR VENDORS SUBMITTING PROPOSALS FOR WORK to assist in the development of your proposal, the insumnce coverages marked with an "X" will be required in the event an award is made to your firm. Please review this form with your insurance agent and have himlher sign it in the place provided. It is also required that the bidder sign the form and submit it with each proposal. WORKERS' COMPENSATION AND EMPLOYERS' LIABILITY WCl WC2 WC3 WCUSLH WCJA X X Workers' Compensation Employers Liability Employers Liability Employers Liability US Longshoremen & Harbor Workers Act Federal Jones Act Statutory Limits $100,000/$500,000/$100,000 $500,000/$500,000/$500,000 $1,000,000/$1,000,000/$1,000,000 Same as Employers' Liability Same as Employers' Liability INSCKLST Administration lnstruction #4709.3 4 1996 Edition GENERAL LIABILITY . As a minimum, the required general liability coverages will include: · Premises Operations · Blanket Contractual · Expanded Definition of Property Damage . . Products and Completed Operations Personal Injury Required Limits: GLl GL2 GL3 GL4 $100,000 per Person; $300,000 per Occurrence $50,000 Property Damage or $300,000 Combined Single Limit $250,000 per Person; $500,000 per Occurrence $50,000 Property Damage or $500,000 Combined Single Limit $500,000 per Person; $1,000,000 per Occurrence $100,000 Property Damage or $1,000,000 Combined Single Limit $5,000,000 Combined Single Limit x Required Endorsement: GLXCU GLLIQ GLS Underground, Explosion and Collapse (XCV) Liquor Liability Security Services All endorsements are required to have the same limits as the basic policy. INSCKLST Administration Instruction #4709.3 5 r.' . ,,,', 1996 Edition VEillCLE LIABILITY . As a minimum, coverage should extend to liability for: · Owned; Non-owned; and Hired Vehicles Required Limits: VLl $50,000 per Person: $100,000 per Occurrence $25,000 Property Damage or $100,000 Combined Single Limit $100,000 per Person; $300,000 per Occurrence $50,000 Property Damage or $300,000 Combined Single Limit $500,000 per Person; $1,000,000 per Occurrence $100,000 Property Damage or $1,000,000 Combined Single Limit $5,000,000 Combined Single Limit VL2 VL3 x VL4 NUSCELLANEOUSCOVERAGES BRI X MVC PRO I PR02 PR03 POLl POL2 POL3 EDI ED2 GKI GK2 GIG Builders' Risk Limits equal to the completed project. Limits equal to the maximum value of anyone shipment. $ 250,000 per Occurrencel$ 500,000 Agg. $ 500,000 per Occurrencel$I,OOO,OOO Agg. $1,000,000 per Occurrencel$2,000,000 Agg. $ 500,000 per Occurrencel$I,OOO,OOO Agg. $1,000,000 per Occurrencel$2,000,000 Agg. $5,000,000 per Occurrencel$IO,oOO,OOO Agg. $ 10,000 $100,000 $ 300,000 ($ 25,000 per Veh) $ 500,000 ($100,000 per Veh) $1,000,000 ($250,000 per Veh) INSCKLST Motor Truck Cargo Professional Liability Pollution Liability Employee Dishonesty Garage Keepers Administration Instruction #4709.3 6 1996 Edition MEDl Medical $ 250,000/$ 750,000 Agg. MED2 Professional $ 500,000/$ 1,000,000 Agg. oMED3 $1,000,000/$ 3,000,000 Agg. MED4 $5,000,000/$10,000,000 Agg. IF X Installation Maximum value of Equipment -- Floater Installed VLPl Hazardous $ 0 300,000 (Requires MCS-90) VLP2 Cargo $ 500,000 (Requires MCS-90) VLP3 Transporter $1,000,000 (Requires MCS-90) BLL Bailee Liab. Maximum Value of Property HKLl Hangarkeepers $ 300,000 HKL2 Liability $ 500,000 HKL3 $ 1,000,000 AIRl Aircraft $ 1,000,000 AIR2 Liability $ 5,000,000 AIR3 $50,000,000 AEOl Architects Errors $ 250,000 per Occurrence/$ 500,000 Agg. AE02 & Omissions $ 500,000 per Occurrence/$I,OOO,OOO Agg. AE03 $ 1,000,000 per Occurrence/$3,000,000 Agg. EOI Engineers Errors $ 250,000 per Occurrence/$ 500,000 Agg. E02 & Omissions $ 500,000 per Occurrence/$I,oOO,OOO Agg. E03 $ 1,000,000 per Occurrence/$3,000,000 Agg. Administration Instruction #4709.3 INSCKLST 7 ;... .."-;;'';.::.?\~;:~'T.~-~~ I 996 Edition INSURANCE AGENT'S STATEMENT I have reviewed the above requirements with the bidder named below. The following deductibles apply to the corresponding policy. POLICY DEDUCTIBLES Liability policies are _ Occurrence Claims Made Insurance Agency Signature BIDDERS STATEMENT I understand the insurance that will be mandatory if awarded the contract and will comply in full with all the requirements. Bidder Signature INSCKLST Administration Instruction #4709.3 8 Exhibit B Marine Resources RESOLUTION NO. 595 2002 A RESOLUTION OF THE MONROE COUNTY BOARD OF COMMISSIONERS REQUESTING THAT THE KEY WEST RESORT UTILITY (KWRU) CONVERT ITS WASTEWATER TREATMENT PLANT TO MEET A WT STANDARDS (553 1), THAT KWRU BE ALLOWED TO RECOVER CONSTRUCTION AND OPERATIONIMAINTENANCE COSTS ABOVE AND BEYOND FUNDS ADVANCED TO KWRU ($600.PER EDU) FOR MAKING THE CONVERSION, AND THAT KWRU OBTAIN PERMITS FOR THE TREATMENT PLANT UPGRADE AS APPROPRIATE BY NO LATER THAN THE JANUARY 1, 2007 DEADLINE ESTABLISHED IN THE COUNTY'S CONTRACT WITH KWRU. WHEREAS, the County approved a contract with Key West Resort Utility (KWRU) on July 31, 2002; and WHEREAS, the contract establishes that the County may request that KWRU upgrade its wastewater treatment plant to meet A WT standards (5 5 3 1), and WHEREAS, the contract provides that KWRU is allowed to recover costs associated with the upgrade above and beyond the funds advanced to the Utility by the County ($600 per EDU), namely additional conversion costs and higher plant operation and maintenance costs; and WHEREAS, the conversion to A WT will provide cesspits credits for use in the lower Keys important to allowing the immediate use of all permit allocations, now therefore, BE IT RESOL VED BY THE BOARD OF COUNTY COMMISSIONERS, MONROE COUNTY, FLORIDA THAT: Section 1. KWRU is requested to begin immediately to convert its wastewater treatment plant to meet A WT standards (5 5 3 1). KWRU 5531./21802 11/27/02 I :34 PM Marine Resources Section 2. KWRU should obtain permits for the treatment plant upgrade immediately, if possible, in order to meets its construction deadline well in advance of the January 1, 2007 deadline established in the County's contract with KWRU. Section 3. KWRU is allowed to recover costs of the conversion to A WT (both in construction and operation and maintenance costs), above and beyond the $600 amount per EDU advanced to KWRU by the County for the conversion). PASSED AND ADOPTED by the Board of County Commissioners, Monroe County, Florida at a regular meeting of said Board held onthe 18th day of December, A.D., 2002. Mayor Dixie Spehar Mayor Pro Tern Murray Nelson Commissioner Charles "Sonny" McCoy Commissioner George Neugent Commissioner David Rice ye.1'l yes yes ypl'l YWil BOARD OF COUNTY COMMISSIONERS MONROE~O~TY~~OroDA ~/~)~ ///. ~ BY: MA YOR/CHAIR PERSON APPROVED AS TO FORM AND LEGAL SUFFICIENCY ~......, ~ 2! B. '-Y r- A TTO :::>. :" OF~E a \). r. I " gr:' Q) 0 ::Z:?OE;. :::0 -f C'"J ,-. " :::0 :<;-I::r ::x ,." "l> _ ("') r- C) 0 ~ IT! 0 ::0 -.J 0 KWRU 5531.121802 1//27/021:34 PM ORDINANCE NO. 027-2003 AN ORDINANCE OF THE BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA; RELATING TO THE PROVISION OF WASTEWATER SERVICES AND FACILITIES IN MONROE COUNTY, FLORIDA; AUTHORIZING THE IMPOSITION AND COLLECTION OF WASTEWATER ASSESSMENTS AGAINST PROPERTY; PROVIDING CERTAIN DEFINITIONS INCLUDING A DEFINITION FOR THE TERM ''WASTEWATER ASSESSMENr'; ESTABLISHING A PROCEDURE FOR IMPOSING WASTEWATER ASSESSMENTS; PROVIDING THAT WASTEWATER ASSESSMENTS CONSTITUTE A LIEN ON ASSESSED PROPERTY UPON ADOPTION OF ASSESSMENT ROLL; PROVIDING THAT THE LIEN FOR A WASTEWATER ASSESSMENT COLLECTED PURSUANT TO SECTIONS 197.3632 AND 197.3635, FLORIDA STATUTES, UPON PERFECTION SHALL ATTACH TO THE PROPERTY ON THE PRIOR JANUARY 1, THE LIEN DATE FOR AD VALOREM TAXES; PROVIDING THAT A PERFECTED LIEN SHALL BE EQUAL IN RANK AND DIGNITY WITH THE LIENS OF ALL STATE, COUNTY, DISTRICT, OR MUNICIPAL TAXES AND ASSESSMENTS AND SUPERIOR IN DIGNITY TO ALL OTHER PRIOR LIENS, MORTGAGES, TITLES, AND CLAIMS; PROVIDING A PROCEDURE FOR COLLECTION OF WASTEWATER ASSESSMENTS; PROVIDING A MECHANISM FOR THE IMPOSITION OF ASSESSMENTS ON GOVERNMENT PROPERTY; PROVIDING FOR SEVERABILITY; AND PROVIDING AN EFFECTIVE DATE. /"-.) -" :1 = 0 => -.. <-0.> r- 7 > .J>>o rn. ~. ?z c: 0 o'z G") ",~-< ""Tl n. r- \.D 0 on. c::~=" ;:0 %. 0 -0 ;tJ -in. :<:-l~ :x iTl _ - C) ~ C> .. G l... I' .'::) -- :J <7' --I 1 "Assessed Property" means all parcels of land included on the Assessment Roll that receive a special benefit from the delivery of the wastewater services and facilities identified in the Initial Assessment Resolution or the Annual Rate Resolution. "Assessment Interest Amount" meaJ)S-the annual interest rate charged against the unpaid Assessable Costs by a UtilitY Provider ,pursuant to a duly enacted resolution. "Assessment Roll" means the 'SpeGfal assessment roll relating to a Annual Wastewater Assessment approved by a Final Assessment Resolution pursuant to Section 2.06 hereof or an Annual Rate Resolution pursuant to Section 2.08 hereof. "Board" means the Board of County Commissioners of Monroe County, Florida. "Building" means any structure, whether temporary or permanent, built for support, shelter or enclosure of persons, chattel, or property of any kind, inClUding mobile homes. This term shall include the use of land in which lots or spaces are offered for use, rent or lease for the placement of mobile homes, travel trailers, or the like for residential purpos~. "Capacity Fee" means the fee established by a Utility Provider in the Utility Rate Resolution to fund the capital cost of the wastewater capacity attributable to a Connectio", "Clerk" means the Clerk of the Circuit Court for Monroe County, Florida, as ex-officlo Clerk of the Board and such other person as may be duly authorized to act on his or her behalf. "Connection" means the physical interconnection of a Building's sanitary sewer system to a central sewage system provided by a Utility Provider. "Consent and Acknowledgment Agreement" means the agreement, required as provided in Sections 2.02 and 2.03 of this Ordinance, as a condition precedent to the Owner receiving the privilege of paying the Assessable Costs in installments as an Annual Wastewater Assessment rather than as a lump sum at the time of Connection. The 3 Consent and Acknowledgment Agreement shall provide for the consent of the Owner to the imposition of an Annual Wastewater Assessment against the Owner's property, acknowledge the total Assessable Costs, acknowledge the amount and use of the Annual Wastewater Assessment, confirm the benefit accruing to the Owner's Property from the Assessable Costs and the imposition of the Annual Wastewater Assessment, confirm the Assessment Interest Amount, confirm the Wastewater Assessment Term for the installment payment of the Annual Wastewater Assessment, acknowledge the maximum Annual Wastewater Assessment and that failure to pay the Annual Wastewater Assessment will cause a tax certificate to be issued against the Owner's property which will result in a loss of title under the Uniform Assessment Collection Act, and waive the provision of first class mailed notice provided for under the Uniform Assessment Collection Act. "County" means Monroe County, Florida. "County Administrator" means the chief administrative officer of the County, designated by the Board to be responsible for coordinating the Annual Wastewater Assessments, or such person's designee. "Final Assessment Resolution" means the resolution described in Section 2.06 hereof which shall confirm, modify, or repeal the Initial Assessment Resolution and which shall be the final proceeding for the initial imposition of Annual Wastewater Assessments. "Fiscal Year" means that periOd commencing October 1 st of each year and continuing through the next succeeding September 30th, or such other period as may be prescribed by law as the fiscal year for the County. 4 "Government Property" means property owned by the United States of America or any agency thereof, a sovereign state or nation, the State of Florida or any agency thereof, a county, a special district or a municipal corporation. "Initial Assessment Resolution" means the resolution described in Section 2.02 hereof which shall be the initial proceeding for the identification of the Assessable Costs for which an assessment is to be made and for the imposition of a'n Annual Wastewater Assessment. "Initial Wastewater Assessment Installment" means the initial installment in the Wastewater Assessment Term required to be paid at the time of the execution of a Consent and Acknowledgment Agreement as a condition for an Owner to exercise the privilege to pay the Assessable Costs in installments as provided in Section 2.03 of this Ordinance. "Initial Wastewater Assessment Notice" means the initial certification provided by a Utility Provider required under Section 2.02 of this Ordinance for the preparation of the Initial Assessment Resolution. "Ordinance" means this Wastewater Assessment Ordinance, as amended from time-to-time. "Owner" means the Person reflected as the owner of Assessed Property on the Tax Roll. "Person" means any individual, partnership, firm, organization, corporation, association, or any other legal entity, whether singular or plural, masculine or feminine, as the context may require. "Property Appraiser" means the Monroe County Property Appraiser. 5 "Supplemental Annual Wastewater Assessment" means a new Annual Wastewater Assessment not included or the Initial Assessment Roll certified by the Utility Provider or in a Supplemental Wastewater Assessment Notice previously certified by the Utility Provider pursuant to Section 2.08 of this Ordinance. "'Supplemental Wastewater Assessment Notice"' means the certification required under Section 2.08 of this Ordinance for the preparation of an Annual Rate Resolution provided by the Utility Provider for Fiscal Years subsequent to the Fiscal Year in which the Initial Assessment Resolution is prepared. "'Tax Collector"' means the Monroe County Tax Collector. "'Tax Roll"" means the real property ad valorem tax assessment roll maintained by the Property Appraiser for the purpose of the levy and collection of ad valorem taxes. "'Uniform Assessment Collection Act"" means sections 197.3632 and 197.3635, Florida Statutes, or any successor statutes authorizing the collection of non-ad valorem assessments on the same bill as ad valorem taxes, and any applicable regulations promulgated thereunder. ""Utility Rate Resolution" means the schedule of rates, fees, and charges duly approved by the Board or by a Utility Provider. ""Utility Provider"' means all publicly owned wastewater utilities operating in the unincorporated area of the County and all privately owned wastewater utilities operating within the unincorporated area of the County where the County has purchased utility capacity from that utility, including, but not limited to, the Florida Keys Aqueduct Authority, the Key largo Wastewater Treatment District and the KW Resort Utility operating within South Stock Island. 6 "Wastewater Assessment Term" means the number of installments, excluding the Initial Assessment Installment, that an Annual Wastewater Assessment is to be imposed as documented in the Initial Wastewater Assessment Notice or a Supplemental Wastewater Assessment Notice. The Wastewater Assessment Term shall not exceed a time period of twenty (20) years. SECTION 1.02. INTERPRETATION. Unless the context indicates otherwise, words importing the singular number include the plural number, and vice versa; the terms "hereof," "hereby," "herein," "hereto," "hereunder" and similar terms refer to this Ordinance; and the term "hereafter" means after, and the term "heretofore" means before, the effective date of this Ordinance. Words of any gender include the correlative words of the other genders, unless the sense indicates otherwise. SECTION 1.03. GENERAL FINDINGS. It is hereby ascertained, determined, and declared that: (A) Pursuant to Article VIII, section 1, Florida Constitution, and sections 125.01 and 125.66, Florida Statutes, the Board has all powers of local self-government to perform county functions and to render county services in a manner not inconsistent with law, and such power may be exercised by the enactment of County ordinances. (B) A reduction in the amount of costs due at the time of Connection from the Owners of properties required to connect to a central sewage system by the availability of an Annual Wastewater Assessment option that permits Assessable Costs to be paid over a period of years provides a special benefit to property and encourages properties to connect to a central sewage system on a timely basis. (C) The Annual Wastewater Assessment authorized by this Ordinance provides an equitable method of funding the Assessable Costs. 7 (D) The purpose of this Ordinance is to (1) provide procedures and standards for the imposition of an Annual Wastewater Assessment by the County under the general home rule powers of a county to impose special assessments; (2) identify the Assessable Costs to be collected in installments by the imposition of the Annual Wastewater Assessments; (3) authorize a procedure for the funding of wastewater facilities providing special benefits to property within the County; and (4) legislatively'determine the special benefit provided to Assessed Property from the provision of wastewater facilities and services. (E) The Annual Wastewater Assessment, to be imposed using the procedures provided in this Ordinance, shall constitute non-ad valorem assessments within the meaning and intent of the Uniform Assessment Collection Act. (F) The Annual Wastewater Assessment to be imposed using the procedures provided in this Ordinance are imposed by the Board, not the Clerk, Property Appraiser or Tax Collector. The duties of the Clerk, Property Appraiser and Tax Collector under the provisions of this Ordinance and the Uniform Assessment Collection Act are ministerial. SECTION 1.04. LEGISLATIVE DETERMINATIONS OF SPECIAL BENEFIT. It is hereby ascertained and declared that the wastewater services and facilities comprising the Assessable Costs provide a special benefit to property because wastewater services and facilities possess a logical relationship to the use and enjoyment of improved property by: (1) facilitating the development of property and increasing the use and enjoyment thereof; (2) positively affecting the marketability and market value of the property by the presence of a central sewage treatment service; (3) properly and safely disposing of sewage generated on improved property; and (4) enhancing improved property through the environmentally responsible use and enjoyment of the property. 8 ARTICLE II ANNUAL WASTEWATER ASSESSMENTS SECTION 2.01. GENERAL AUTHORITY. (A) The Board is hereby authorized to impose an Annual Wastewater Assessment to fund all or any portion of the Assessable Costs upon benefitted property at a rate of assessment based on the special benefit accruing to'such property from a Utility Provider's provision of wastewater services and facilities. All Annual Wastewater Assessments shall be imposed in conformity with the procedures set forth in this Article II. (B) Annual Wastewater Assessments shall be imposed for a term of years, not to exceed twenty (20) years, in equal annual amounts sufficient to pay the Assessable Costs and the Assessment Interest Amount. (e) Nothing contained in this Ordinance shall be construed to require the imposition of an Annual Wastewater Assessment against Government Property. SECTION 2.02. INITIAL PROCEEDINGS. (A) At the time of Connection, an Owner shall pay directly to the Utility Provider the Capacity Fee required by the Utility Provider under its . utility service rules and regulations as a condition of Connection or an Owner may elect to pay the Capacity Fee together with an Assessable Interest Amount and all other Assessable Costs in installments in the form of an Annual Wastewater Assessment assessed against such property over a set period not to exceed twenty (20) years. In the event a property Owner elects the privilege to pay an Annual Wastewater Assessment in installments, such Owner will sign a binding Consent and Acknowledgment Agreement with the County prior to Connection and shall pay the Initial Wastewater Assessment Installment as required in Section 2.03 of this Ordinance. 9 (B) As a condition pursuant to the initial imposition of an Annual Wastewater Assessment, the Utility Provider shall certify to the County, prior to June 1, an Initial Wastewater Assessment Notice containing the following information: (1) A list of the Owners who have elected the privilege of paying the Annual Wastewater Assessment in installments and a copy of the Consent and Acknowledgment Agreement executed by such Owner; (2) Summary description of each parcel of property (conforming to the description contained on the Tax Roll) subject to the Annual Wastewater Assessment; (3) The name of the Owner of each parcel as shown on the Tax Roll; (4) The Assessable Costs attributable to each parcel; (5) The Annual Wastewater Assessment amount; (6) The term of years for the installment payment of the Annual Wastewater Assessment; (7) The applicable Assessment Interest Amount; and (8) Acknowledgment of receipt of the Initial Wastewater Assessment Installment for each parcel of property. (C) Thereafter, the initial proceeding for the imposition of an Annual Wastewater Assessment shall be the adoption of an Initial Assessment Resolution by the Board, (1) describing the properties electing to pay the Assessable Costs in installments by the imposition of an Annual Wastewater Assessment, (2) determining the Assessable Costs to be assessed against each property, (3) establishing the Annual Wastewater Assessment amount for the ensuing Fiscal Year, (4) confirming the Wastewater Assessment Term; and (5) directing the County Administrator to (a) prepare the initial Assessment Roll, as required by Section 2.04 hereof, and (b) publish the notice required by Section 2.06 hereof. 10 SECTION 2.03. CONDITIONS ON ELECTION TO PAY THE ASSESSABLE COSTS IN INSTALLMENTS. As a condition pursuant to the Owner receiving the privilege of paying the Assessable Costs in installments the County and the Owner shall enter into a Consent and Acknowledgment Agreement and the Owner shall pay to the-Utility Provider the Initial Wastewater Assessment Installment. SECTION 2.04. INITIAL ASSESSMENT ROll. (A) The County Administrator shall prepare, or direct the preparation of, the initial Assessment Roll, which shall contain the following: (1) A summary description of all Assessed Property conforming to the description contained on the Tax Roll. (2) The name of the Owner of the Assessed Property. (3) The amount of the Annual Wastewater Assessment to be imposed against each such parcel of Assessed Property. (B) The initial Assessment Roll shall be retained by the County Administrator and shall be open to public inspection. The foregoing shall not be construed to require that the Assessment Roll be in printed form if the amount of the Annual Wastewater Assessment for each parcel of property can be determined by use of a computer terminal available to the public. SECTION 2.05. NOTICE BY PUBLICATION. Upon completion of the initial Assessment Roll, the County Administrator shall publish, or direct the publication .of, once in a newspaper of general circulation within the County a notice stating that at a meeting of the Board on a certain day and hour, not earlier than 20 calendar days from such publication, which meeting shall be a regular, adjourned, or special meeting, the Board will hear objections of all interested persons to the Final Assessment Resolution and approve 11 the aforementioned initial Assessment Roll. The published notice shall conform to the requirements set forth in the Uniform Assessment Collection Act. SECTION 2.06. ADOPTION OF FINAL ASSESSMENT RESOLUTION. At the public hearing as noticed pursuant to Sections 2.05 hereof. or to which an adjournment or continuance may be taken by the Board. the Board shall receive any oral or written objections of interested persons and may then. or at any subsequent meeting of the Board adopt the Final Assessment Resolution which shall (A) confirm, modify. or repeal the Initial Assessment Resolution with such amendments. if any. as may be deemed appropriate by the Board; (B) impose the Annual Wastewater Assessment; (C) approve the initial Assessment Roll. with such amendments as it deems just and right; and (D) determine the method of collection. The adoption of the Final Assessment Resolution by the Board shall constitute a legislative determination that all parcels assessed derive a special benefit from the wastewater services and facilities. to be provided or constructed and a legislative determination that the Annual Wastewater Assessment is fairly and reasonably apportioned among the properties that receive the special benefit. All written objections to the Final Assessment Resolution shall be filed with the County Administrator at or before the time or adjourned time of such hearing. The Final Assessment Resolution shall constitute the Annual Rate Resolution for the initial Fiscal Year in which an Annual Wastewater Assessment is imposed or reimposed hereunder. SECTION 2.07. EFFECT OF FINAL ASSESSMENT RESOLUTION. The Annual Wastewater Assessment for the Initial Fiscal Year shall be established upon adoption of the Final Assessment Resolution. The adoption of the Final Assessment Resolution shall be the final adjudication of the issues presented (including. but not limited to. the reasonableness of the legislative determination of special benefit and fair 12 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 Assessment Roll; and the validity and enforceability of the lien of the Annual Wastewater Assessment), unless proper steps shall be initiated in a court of competent jurisdiction to secure relief within 20 days from the date of the Board action on the Final Assessment Resolution. The initial Assessment Roll, as approved by the Final Assessment Resolution, shall be delivered to the Tax Collector, as required by the Uniform Assessment Collection Act, or if the alternative method described in Section 3.02 hereof is used to collect the Annual Wastewater Assessments, such other official as the Board by resolution shall designate. SECTION 2.08. ADOPTION OF ANNUAL RATE RESOLUTION. (A) The Board shall adopt an Annual Rate Resolution during its budget adoption process for each Fiscal Year following the initial Fiscal Year during the Wastewater Assessment Term. (B) As the initial proceedings for the adoption of an Annual Rate Resolution the Utility Provider shall certify prior to June 1 of each Fiscal Year a Supplemental Wastewater Assessment Notice containing the following information: (1) For each Supplemental Annual Wastewater Assessment: (a) summary description of the parcel subject to the assessment (conforming to the description contained on the Tax Roll); (b) the name of the Owner of the parcel assessed as shown on the Tax Roll; (c) the Assessable Costs, Annual Wastewater Assessment amount, Wastewater Assessment Term and Assessment Interest Amount attributable to the assessed parcel for the Supplemental Annual Wastewater Assessment; and (d) 13 acknowledgment of the receipt of the Initial Wastewater Assessment for t"e parcel subject to the Supplemental Annual Wastewater Assessment; (2) Any deletions of an Annual Wastewater Assessment imposed against a parcel of property or a previously adopted Assessment Roll as a consequence of the prepayment of unpaid Assessable Costs pursuant to any right of prepayment provided by resolution. (C) Based on the information provided in the Supplemental Wastewater Assessment Notice, the Board shall adopt an Annual Rate Resolution: (1) Authorizing the date, time, and place of a public hearing to receive and consider comments from the public and consider the adoption of the Annual Rate Resolution for the upcoming Fiscal Year; and (2) Directing the County Administrator to (a) update the Assessment Roll, (b) provide notice by publication pursuant to Section 2.05 herein (c) provide notice by first class mail to affected Owners in the event circumstances described in subsection (E) of this Section so require, and (d) directing and authorizing any supplemental or additional notice deemed proper, necessary or convenient by the County. (D) The Annual Rate Resolution shall (1) establish the Annual Wastewater Assessment to be imposed in the upcoming Fiscal Year and (2) approve the Assessment Roll for the upcoming Fiscal Year with such adjustments as the Board deems just and right. The Assessment Roll shall be prepared In accordance with the method of apportionment set forth in the Initial Assessment Resolution, together with modifications, if any, that are provided and confirmed in the Final Assessment Resolution or any subsequent Annual Rate Resolution. 14 (E) In the event (1) the proposed Annual Wastewater Assessment for any Fiscal Year exceeds the maximum rate of assessment provided in the Consent and Acknowledgment Agreement, (2) the purpose for which the Annual Wastewater Assessment is imposed or the use of the revenue from the Annual Wastewater Assessment is substantially changed from that acknowledged in the Consent and Acknowledgment Agreement, or (3) Assessed Property is reclassified or the method of apportionment is revised or altered resulting in an increased Annual Wastewater Assessment from that represented in any publication provided pursuant to Section 2.05 or acknowledged in the Consent and Acknowledgment Agreement, notice shall be provided first class mail to the Owners of such Assessed Property. Such notice shall substantially conform with the notice requirements set forth in the Uniform Assessment Collection Act and inform the Owner of the date, time, and place for the adoption of the Annual Rate Resolution. The failure of the Owner to receive such notice due to mistake or inadvertence, shall not affect the validity of the Assessment Roll nor release or discharge any obligation for payment of an Annual Wastewater Assessment imposed by the Board pursuant to this Ordinance. (F) As to any Assessed Property not included on an Assessment Roll approved by the adoption of the Final Assessment Resolution or a prior year Annual Rate Resolution, the adoption of the succeeding Annual Rate Resolution shall be the final adjudication of the issues presented as to such Assessed Property (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 Assessment Roll; and the validity and enforceability of the lien of 15 the Annual Wastewater Assessment), unless proper steps shall be initiated in a court of competent jurisdiction to secure relief within 20 days from the date of the Board action on the Annual Rate Resolution. Nothing contained herein shall be construed or interpreted to affect the finality of any Annual Wastewater Assessment not challenged within the required 20-day period for those Annual Wastewater Assessments previously imposed against Assessed Property by the inclusion of the Assessed Property on an Assessment Roll approved in the Final Assessment Resolution or any subsequent Annual Rate Resolution. (G) The Assessment Roll, as approved by the Annual Rate Resolution, shall be delivered to the Tax Collector as required by the Uniform Assessment Collection Act, or if the alternative method described in Section 3.02 hereof is used to collect the Annual Wastewater Assessment, such other official as the Board by resolution shall designate. If the Annual Wastewater Assessment against any property shall be sustained, reduced, or abated by the court, an adjustment shall be made on the Assessment Roll. SECTION 2.09. LIEN OF ANNUAL WASTEWATER ASSESSMENTS. Upon the adoption of the Assessment Roll, all Annual 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 special assessments. Except as otherwise provided by law, such lien shall be superior in dignity to all other prior liens, mortgages, titles, and claims, until paid. The lien for an Annual Wastewater Assessment shall be deemed perfected upon the Board's adoption of the Final Assessment Resolution or the Annual Rate Resolution. whichever is applicable. The lien for an Annual Wastewater Assessment collected under the Uniform Assessment Collection Act shall attach to the property included on the Assessment Roll as of the prior January 1, the lien date for ad valorem 16 taxes imposed under the Tax Roll. The lien for an Annual Wastewater Assessment collected under the alternative method of collection provided in Section 3.02 shall be deemed perfected upon the Board's adoption of the Final Assessment Resolution or the Annual Rate Resolution, whichever is applicable, and shall attach to the property on such date of adoption. SECTION 2.10. REVISIONS TO ANNUAL WASTEWATER ASSESSMENTS. If any Annual Wastewater Assessment made under the provisions of this Ordinance is either in whole or in part annulled, vacated, or set aside by the judgment of any court, or if the Board is satisfied that any such Annual Wastewater Assessment is so irregular or defective that the same cannot be enforced or collected, or if the Board has failed to include or omitted any property on the Assessment Roll which property should have been so included, the Board may take all necessary steps to impose a new Annual Wastewater Assessment against any property benefitted by the Wastewater Assessed Costs, following as nearly as may be practicable, the provisions of this Ordinance and in case such second Annual Wastewater Assessment is annulled, vacated, or set aside, the Board may obtain and impose other Annual Wastewater Assessments until a valid Annual Wastewater Assessment is imposed. SECTION 2.11. PROCEDURAL IRREGULARITIES. Any informality or irregularity in the proceedings in connection with the levy of any Annual Wastewater Assessment under the provisions of this Ordinance shall not affect the validity of the same after the approval thereof, and any Annual Wastewater Assessment as finally approved shall be competent and sufficient evidence that such Annual Wastewater Assessment was duly levied, that the Annual Wastewater Assessment was duly made and adopted, and that all other proceedings adequate to such Annual Wastewater Assessment were duly had, 17 taken, and performed as required by this Ordinance; and no variance from the directions hereunder shall be held material unless it be clearly shown that the party objecting was materially injured thereby. SECTION 2.12. CORRECTION OF ERRORS AND OMISSIONS. (A) No act of error or omission on the part of the Property Appraiser, Tax Collector, County Administrator, Board, or their deputies or employees, shall operate to release or discharge any obligation for payment of an Annual Wastewater Assessment imposed by the Board under the provision of this Ordinance. (B) When it shall appear that any Annual Wastewater Assessment should have been imposed under this Ordinance against a parcel of property specially benefitted by the provision of wastewater services, facilities, or programs, but that such property was omitted from the Assessment Roll; or such property was erroneously assessed; or was not listed on the Tax Roll as an individual parcel of property as of the effective date of the Assessment Roll approved by the Annual Rate Resolution for any upcoming Fiscal Year, the Board may, upon provision of a notice by mail provided to the Owner of the omitted or erroneously assessed parcel in the manner and form provided in the Uniform Assessment Collection Act, impose the applicable Annual Wastewater Assessment for the Fiscal Year in which such error or omission is discovered, in addition to the applicable Annual Wastewater Assessment due for the prior two Fiscal Years. Such Annual Wastewater Assessment shall constitute a lien against Assessed Property equal in rank and dignity with the liens of all state, county, district, or municipal taxes and special assessments, and superior in rank and dignity to all other prior liens, mortgages, titles, and claims in and to or against the real property involved, shall be collected as provided in 18 Article 11/ hereof, and shall be deemed perfected on the date of adoption of the resolution imposing the omitted, delinquent, or corrected assessments. (C) Prior to the delivery of the Assessment Roll to the Tax Collector in accordance with the Uniform Assessment Collection Act, the County Administrator shall have the authority at any time, upon his or her own initiative or in response to a timely filed petition from the Owner of any property subject to an Annual Wastewater Assessment, to reclassify property based upon presentation of competent and substantial evidence, and correct any error in applying the Annual Wastewater Assessment apportionment method to any particular parcel of property not otherwise requiring the provision of notice pursuant to the Uniform Assessment Collection Act. Any such correction shall be considered valid ab initio and shall in no way affect the enforcement of the Annual Wastewater Assessment imposed under the provisions of this Ordinance. All requests from affected property owners for any such changes, modifications or corrections shall be referred to, and processed by, the County Administrator and not the Property Appraiser or Tax Collector. (D) After the Assessment Roll has been delivered to the Tax Collector in accordance with the Uniform Assessment Collection Act, any changes, modifications, or corrections thereto shall be made in accordance with the procedures applicable to correcting errors and insolvencies on the Tax Roll upon timely written request and direction of the County Administrator. ARTICLE III COLLECTION AND USE OF ANNUAL WASTEWATER ASSESSMENTS SECTION 3.01. METHOD OF COLLECTION. (A> Unless otherwise directed by the Board, the Annual Wastewater Assessments shall be collected pursuant to the uniform method provided in the Uniform 19 Assessment Collection Act, and the County shall comply with all applicable provisions of the Uniform Assessment Collection Act. Any hearing or notice required by this Ordinance may be combined with any other hearing or notice required by the Uniform Assessment Collection Act or other provision of law. (B) The amount of an Annual Wastewater Assessment to be collected using the uniform method pursuant to the Uniform Assessment Collection Actfor any specific parcel of benefitted property may include an amount equivalent to the payment delinquency, delinquency fees and recording costs for a prior year's assessment for a comparable service, facility, or program provided: (1) the collection method used in connection with the prior year's assessment did not employ the use of the uniform method of collection authorized by the Uniform Assessment Collection Act, (2) notice is provided to the Owner as required under the Uniform Assessment Collection Act, and (3) any lien on the affected parcel for the prior year's assessment is supplanted and transferred to such Annual Wastewater Assessment upon certification of a non-ad valorem roll to the Tax Collector by the County. SECTION 3.02. ALTERNATIVE METHOD OF COLLECTION. In lieu of using the Uniform Assessment Collection Act, the Board may elect to collect the Annual Wastewater Assessments by any other method which is authorized by law or under the alternative collection method provided by this Section: (A) The Board shall provide Annual Wastewater Assessment bills by first class mail to the Owner of each affected parcel of property, other than Government Property. The bill or accompanying explanatory material shall include (1) a brief explanation of the Annual Wastewater Assessment, (2) a description of the unit of measurement used to determine the amount of the Annual Wastewater Assessment, (3) the number of units 20 contained within the parcel, (4) the total amount of the Annual Wastewater Assessment imposed against the parcel for the appropriate period, (5) the location at which payment will be accepted, (6) the date on which the Annual Wastewater Assessment is due, and (7) a statement that the Annual Wastewater Assessment constitutes 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. (B) A general notice of the lien resulting from imposition of the Annual Wastewater Assessments shall be recorded in the Official Records ofthe County. Nothing herein shall be construed to require that individual liens or releases be filed in the Official Records. (C) The Board shall have the right to foreclose and collect all delinquent Annual Wastewater Assessments in the manner provided by law for the foreclosure of mortgages on real property or appoint or retain an agent to institute such foreclosure and collection proceedings. An Annual Wastewater Assessment shall become delinquent if it is not paid within 30 days from the date any installment is due. The Board or its agent shall notify any property owner who is delinquent in payment of his or her Annual Wastewater Assessment within 60 days from the date such assessment was due. Such notice shall state in effect that the Board or its agent will either (1) initiate a foreclosure action or suit in equity and cause the foreclosure of such property subject to a delinquent Annual Wastewater Assessment in a method now or hereafter provided by law for foreclosure of mortgages on real property, or (2) cause an amount equivalent to the delinquent Annual Wastewater Assessment, not previously subject to collection using the uniform method under the Uniform Assessment Collection Act, to be collected on the tax bill for a subsequent year. 21 (0) All costs, fees and expenses. including reasonable attorney fees and title search expenses, related to any foreclosure action as described herein shall be included in any judgment or decree rendered therein. At the sale pursuant to decree in any such action, the County may be the purchaser to the same extent as any Person. The Board or its agent may join in one foreclosure action the collection of Annual Wastewater Assessments against any or all property assessed in accordance with the provisions hereof. All delinquent Owners whose property is foreclosed shall be liable for an apportioned amount of reasonable costs and expenses incurred by the Board and its agents, including reasonable attorney fees, in collection of such delinquent Annual Wastewater Assessments and any other costs incurred by the Board as a result of such delinquent Annual Wastewater Assessments and the same shall be collectible as a part of or in addition to, the costs of the action. (E) In lieu of foreclosure, any delinquent Annual Wastewater Assessment and the costs, fees and expenses attributable thereto, may be collected pursuant to the Uniform Assessment Collection Act; provided however, that (1) notice is provided to the Owner in the manner required by the Uniform Assessment Collection Act and this Ordinance, and (2) any existing lien of record on the affected parcel for the delinquent Annual Wastewater Assessment is supplanted by the lien resulting from certification of the Assessment Roll, as applicable, to the Tax Collector. (F) Notwithstanding the Board's use of an alternative method of collection, the County Administrator shall have the same power and authority to correct errors and omissions as provided to him or other County officials in Section 2.12 hereof. (G) Any Board action required in the collection of Annual Wastewater Assessments may be by resolution. 22 SECTION 3.03. GOVERNMENT PROPERTY. (A) In the event Annual Wastewater Assessments are imposed against Government Property, the Board shall provide Annual Wastewater Assessment bills by first class mail to the Owner of each affected parcel of Government Property. The bill or accompanying explanatory material shall include (1) a brief explanation of the Annual Wastewater Assessment, (2) a description of the unit of measurement used to determine the amount of the Annual Wastewater Assessment, (3) the number of units contained within the parcel, (4) the total amount of the parcel's Annual Wastewater Assessment for the appropriate period, (5) the location at which payment will be accepted, and (6) the date on which the Annual Wastewater Assessment is due. (B) Annual Wastewater Assessments imposed against Government Property shall be due on the same date as all other Annual Wastewater Assessments and, if applicable, shall be subject to the same discounts for early payment. (C) An Annual Wastewater Assessment shall become delinquent if it is not paid within 30 days from the date any installment is due. The Board shall notify the Owner of any Government Property that is delinquent in payment of its Annual Wastewater Assessment within 60 days from the date such assessment was due. Such notice shall state that the Board will initiate a mandamus or other appropriate judicial action to compel payment. (0) All costs, fees and expenses, Including reasonable attorney fees and title search expenses, related to any mandamus or other action as described herein shall be included in any jUdgment or decree rendered therein. All delinquent Owners of . Government Property against which a mandamus or other appropriate action is filed shall be liable for an apportioned amount of reasonable costs and expenses incurred by the 23 County, including reasonable attorney fees, in collection of such delinquent Annual Wastewater Assessments and any other costs incurred by the Board as a result of such delinquent Annual Wastewater Assessments and the same shall be collectible as a part of or in addition to, the costs of the action. (E) As an alternative to the foregoing, an Annual Wastewater Assessment imposed against Government Property may be collected as a surcharge on a utility bill provided to such Government Property in periodic installments with a remedy of a mandamus action in the event of non-payment. ARTICLE IV GENERAL PROVISIONS SECTION 4.01. APPLICABILITY. This Ordinance and the Board's authority to impose assessments pursuant hereto shall be applicable throughout the unincorporated area of the County and throughout the incorporated area of any municipality whose governing body has heretofore or hereafter requested and consented to the provision of the wastewater services, facilities and programs by the County. SECTION 4.02. ALTERNATIVE METHOD. (A) This Ordinance shall be deemed to provide an additional and alternative method for the doing of the things authorized hereby and 'shall be regarded as supplemental and additional to powers conferred by other laws, and shall not be regarded as in derogation of any powers now existing or which may hereafter come into existence. This Ordinance, being necessary for the welfare of the inhabitants of the County, shall be liberally construed to effect the purposes hereof. (B) Nothing herein shall preclude the Board from directing and authorizing, by resolution, the combination with each other of (1) any supplemental or additional notice 24 BE IT ORDAINED BYTHE BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA: ARTICLE I INTRODUCTION SECTION 1.01, DEFINITIONS. As used in this Ordinance, the following words and terms shall have the following meanings, unless the context clearly otherwise requires: "Annual Rate Resolution" means the resolution described in Section 2.08 of this Ordinance, establishing the rate at which an Annual Wastewater Assessment for a specific Fiscal Year will be computed. The Final Assessment Resolution shall constitute the Annual Rate Resolution for the initial Fiscal Year in which an Annual Wastewater Assessment is imposed or reimposed. ..Annual Wastewater Assessment" means a special assessment lawfully imposed by the Board against Assessed Property to permit payment of the Assessable Costs over a periOd of years. .'Assessable Costs" means the amount computed by adding <A) the amount of the Capacity Fee and (B) all costs associated with the structure, implementation, collection, and enforcement of the Annual Wastewater Assessments, including any service charges of the County, Tax Collector, or Property Appraiser and amounts necessary to off-set discounts received for early payment of Annual Wastewater Assessments pursuant to the . Uniform Assessment Collection Act and any other costs or expenses related to the collection of the Assessment Costs. 2 Deemed proper, necessary, or convenient by the County, (2) any notice required by this Ordinance, or (3) any notice required by law, including the Uniform Assessment Collection Act. SECTION 4.03. SEVERABILITY. The provisions of this Ordinance are severable; and if any section, subsection, sentence, clause or provision is held invalid by any court of competent jurisdiction, the remaining provisions of this Ordinance shall not be affected thereby. SECTION 4.04. EFFECTIVE DATE. The Clerk shall file a certified copy of this Ordinance with the Department of State within ten days of its adoption. This Ordinance shall take effect immediately upon it$ filing with the Department of State. PASSED AND ADOPTED by the Board of County Commissioners of Monroe County, Florida, at a regUlar meeting of said Board held on the 15th day of July, 2003. Mayor Spehar :;=;",=",,'.,"-:Mayor Pro Tern Nelson ~. -:... ~-" McCo ..(~ q.<.: < ..:"~,J1lssloner y ~~>.- c:.! ;-. ..~omm;ssioner Neugent tf'::~': \:' ! ; ':-'Gpmmissioner Rice iR ..1, ~.:. I L.\ . II;; k=-<....~ \~:~: Y'":,:Attest' DANNY l.KOLHAGE, Clerk '~~~'~,h,>i . A I^I If) ~~ By~~ L: /JLJ...J Deputy Clerk y"'''' y"'''' YPJ:: y"'''' y~'" BOARD OF COUNTY COMMISSiONERS OF MONROE COllNTY, FLORiDA ~~ /n ~ By Mayor/Chairperson MONROE COUNTY ATTORNEY P FORM: R N. WOLFE O;t~I~~S'~~~lYtiTORNEY BRANCH OFFICE MARAlHON SUB COURlHOUSE 3117 OVERSEAS HIGHWAY MARATHON, FLORIDA 33050 TEL. (305) 28~ FAX (305) 289-1745 CLERK OF THE CIRCUIT COURT MONROE COUNTY MONROECO~COURTHOUSE 500 WHlTEHEAo STREET. SUITE 101 KEY WES1; FLORIDA 33040 TEL. (305) 292-3550 FAX (305) 295-3663 BRANCH OFFICE PLANTATION KEY GOVERNMENT CENTER 88820 OVERSEAS HIGHWAY PlANTATION KEY, FLORIDA 33070 TEL. (305) 852-7145 FAX (305) 852-7146 August 19, 2003 Department of State, Bureau of Administrative Code The Collins Building 107 West Gaines Street, Suite L43 Tallahassee, Florida 32399-0250 Dear Ms. Cloud: Certified Mail Receipt #7002 2030 0001 26689990 Please be advised that at a Regular Meeting in formal session on July 15, 2003 the Board of County Commissioners of Monroe County adopted Ordinance No. 027-2003 relating to the provision of wastewater services and facilities in Monroe County, Florida; authorizing the imposition and collection of wastewater assessments against property; providing certain definitions including a definition for the term "wastewater assessment"; establishing a procedure for imposing wastewater assessments; providing that wastewater assessments constitute a lien on assessed property upon adoption of assessment roll; providing that the lien for a wastewater assessment collected pursuant to Sections 197.3632 and 197.3635, Florida Statutes, upon perfection shall attach to the property on the prior January 1, the lien date for ad valorem taxes; providing that a perfected lien shall be equal in rank and dignity with the liens of all state, county, district, or municipal taxes and assessments and superior in dignity to all other prior liens, mortgages, titles, and claims; providing a procedure for collection of wastewater assessments; providing a mechanism for the imposition of assessments on government property; providing for severability; and providing an effective date. Attached hereto is a certified copy of the subject Ordinance for your handling. Should you have any questions concerning the above, please do not hesitate to contact this office. Very truly yours, Danny L. Kolhage Clerk of Court and ex-officio Clerk to the Board of County Commissioners Byg,.L1 (' IO.!)J g,nj;(,J Isabel C. DeSantis, Deputy Clerk Cc: Municipal Code Corporation, Certified Mail Receipt #7002 2030 0001 26689983 Monroe County Commission County Administrator County Attorney Growth Management Director Property Appraiser Tax Collector Finance File ../ · 1. 7. 7.... ..$ ~Ca5 amzm .",. FIotfda K.,. Only Ddy -..-. Est. 1ImJ Cooke Communications, LLC Florida Keys Mary Beth Canitano Advertising Coordinator PO Box 1800 Key West FI 33041 OIflce... ... ... .305-292-7777 Extension... ,.. ..' ........x219 Fax... ... ...... .305-294-0768 mcanitano@keysnews.com INTERNET PUBLISHING keywe.t.com keysnews.com lIoridakey..com key_.com Web Design Services NEWSPAPERS The Citizen Sou1hemmoat Flyer SoIafe8 Hi" Big Pine Free Press Marathon Free Press Islamorada Free Pres. Key lIIrgo Free Press Ocean Reef Pre.s Seaport Log MAGAZINE The Menu Home Guide Citizen LocaI's Guida Paradise Keys 1V Channel Guide MARKETING SERVICES Cclmmercial Printing Citizen Locals Card DlredMail FLORIDA KEYS OFFICES Printing I Main Facility 3-420 NoIIhside Drive Key West. FL 33040-1800 Tel 305-292-nn Fax 305-294-0768 cilizen@keywesl.com Internet Division 1201 White Slreet (Suite 103) Key West, FL 33040-3328 Tel 305-292-1880 Fax 305-294-1699 sales@keywest.com Middle Keys Office 6363 Oversea. Hwy Marathon, FL (MM 52.5) 33050-33-42 Tel 305-743-8766 Fax 305-743-9977 navigator@lIoridakeys.com Upper Keys Office 61549 Old Hwy PO Box 469 Islamorada. FL (MM81.5) 33036-0469 T ef 305-664-2266 Fax 305-664-8411 freepress@lloridakeys.com Ocean Reef Office 3A Barracuda Lane Key largo, FL 33037 Tel 305-367~911 Fax 305-367-2191 STATE OF FLORlDA COUNTY OF MONROE Before the undersigned authority personally appeared Randy G. Erickson, who on oath says that he is Vice-President of Advertising Operations ofthe Key West Citizen, a daily newspaper published in Key West, in Monroe County, Florida; th the attached ....copy of a ertisem.ent, being a legal notice in the matter of In the ~ourt, was published in said newspaper in the issues of rt:-.1.MV d . .;JCX:;i.~ . Affiant fu er says that the Key West CItizen IS a newspaper pubhshed m Key West, in said Monroe County, Florida and that the said newspaper has heretofore been continuously published in said Monroe County, Florida every and has been entered as second-class mail matter at the post office in Key West, in said Monroe County, Florida, for a period of 1 year next preceding the first publication of the attached copy of advertisement; and affiant further says that he has neither paid nor promised any person, firm or corporation any discount, rebate, commission or refund for the purpose of securing this advertisement for publication in the said newspaper. ~~ _ SIgnature of Affiant Sworn aud subscribed before me this...3Cl day o~ /YlJ. ) ,2003 Expires: January 15,2007 Notary Seal ,,'l,';;;~~::"'" MARy BETH CANITANO ~'~o < .. NoI ~. . e.:I>\ cry PUblic - Stale 01 Florida ~~.~ : ;jM)'CcmmsstlnExpies.lc:ll15 2007 -..;':,,,, ,,;;~}- Commission # 00178046 .....",. Bonded BV Noflonal Notary Assn. Personally Known x Produced Identification Type of Identification Produced PlJ8l1C NOTICE NoncE OF INTENTION TO CONSIDER ADOPTION OF COUNTY ORDINANCE NOTICE IS HEREBY GIVEN TO WHOM IT MAY CONCERN that on Tuesday, July 15, 2003. at 3:00 PM at the Harvey Government Center at Historic Truman School, 1200 Tru- man Avenue, Key West, Monroe County, Florida, the Board of County ,Commissioners of Monroe County, Florida, intends to consider the adoption elf the following County or- dinance: AN ORDINANCE OF THE MONROE COUNTY 80AAD OF COMMIS- SIONERS RELATING TO THE PROVISION OF WASTEWATER SERVICES AND FACILITIES IN MONROE COUNTY FLORIDA: AU- THORIZING THE IMPOSITION,AND COLLECTION OF WASTEWATER ASSESSMENTS AGAINST PROP- ERTY: PROVIDING CERTAIN DEF- INmONS INCLUDING A DEFINI. TION FOR THE TERM "WASTE- WATER ASSESSMENT"; ESTAB. LISHING A PROCEDURE FOR IM- POSING WASTEWATER ASSESS- MENTS; PROVIDING THAT WASTEWATER ASSESSMENTS CONSTITUTE A LIEN ON AS- SESSED PROPERTY UPON ADOPTION OF ASSESSMENT ROLL; PROVIDING THAT THE LIEN FOR A WASTEWATER AS- SESSMENT COLLECTED PUR- SUANT TO SECTIONS 197.3832 AND 197.3635, FLORIDA STAT. UTES, UPON PERFECTION SHALL ATTACH TO THE PROPERTY ON THE PRIOR JANUARY, THE LIEN DATE FOR AD VALOREM TAXES; PROVIDING THAT A PERFECTED LIEN SHALL BE EQUAL IN RAND AND DIGNITY WITH THE LIENS OF ALL STATE, COUNTY, DISTRICT, OR MUNICIPAL TAXES AND AS. SESSMENTS AND SUPERIOR IN DIGNITY TO ALL OTHER PRIOR LIENS, MORTGAGES, TITLES, AND CLAIMS; PROVIDING A PRO. CEDURE FOR COLLECTION OF WASTEWATER ASSESSMENTS; PROVING A MECHANISM FOR THE IMPOSITION OF ASSESS- MENTS ON GOVERNMENT PROP- ERTY; PROVIDING FOR SEVERA. BILITY; AND PROVIDING AN EF. FECTIVE DATE. Pursuant to Section 286,0105, Flori- da Statutes. notice is given that if a person decided to appeal any deci. sion made by Ihe Board with respect to any matter considered at such hearings or meetings, he will need a record of the proceedings, and that, for such purpose, he may need to ensure that a verbatim ~ of the proceedlng8 18 ma~. Vlb!Cft' ~ -includeS the testimony ~d I~O be upon which the appea s l)aS8II, les o.-'\he aQove-relerenced ordl- ~ arelo411ilab'" 10r rel/l_ at the ~ public Ubraries in Monroe County, Florida. Dated at Marathon, Florida, this 26th day of June, 2003. DANNY L KOLHAGE, Clerk of the Circuit Court and ex officio Clerk of the Board of County Commisslon~rs ....f U^r'\rna r~lIntv_ Flonda ::t ,_ o ~:,. :E: 'y ~n:r.. or- ' r""1;:<: ,,- n' 1'- 0("")' ~?O ~.~; -In' -<-I:::r. . . :P' ~ C'J I fT1 :P' r-..:I <= ~ <-&.> t- c:= I \ CO "T1 r= rT1 o "T1 o ?J ;0 {"'11 " o ?::l o -0 ::J: N SENDER: COMPLETE THIS SECT/ON · Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. · Print your name and address on the reverse so that we can return the card to you. · Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: Department of State Bureau of Administrative Code The CQllins Building 107 West Gaines Street. Suite L43 Taflahassee. FI-or;d'a 32399.0250 a 2. Article Number (Transfer from service label) PS Form 3811. August 2001 COMPLETE THIS SECTION ON DELIVERY A. SIgnature x -. ,---,... . B. Received by ( Printed Name) C. Date of Delivery D. Is delivery address different from item 1? 0 Yes If YES, enter delivery address below: 0 No 3. Sa Ice Type Certified Mail o Registered o Insured Mail o Express Mail o Return Receipt for Merchandise o C.O.D. 4. Restricted Delivery? (Extra Fee) DYes 7002 2030 0001 2668 8153 Domestic Return Receipt 102595-02-M-1540 ITI IJJ M co Certified Fee co (~.l.. W,&<;!( F""" ~ ,'C'}~ I A L ..D :,J} lr" . ,. I 1;, ..D ru Postage $ M CJ Cl Return Reclept Fee Cl (Endorsement Required) CJ Restricted Delivery Fee rn (Endorsement Required) CJ ru ~ ~) -"r.' ;) t.I Total posQ~~ ru 8 r CJ ntTo The Collins Building ~ Shii6~-APfli6}7~WesrGaTnes--STre9t~--Suiii--[i3---------. ~:.. ':.~~~-"aJlaha.s.sQQ-.-~;;-+e(-+&a---a~:i99-.025(t_.__u__: _ Citr.,.:'t7f:"P+~ a.3 (A ...,-,- O.=2<C - fJ J J J J Postage $ .=J CJ o o Return Reclept Fee (Endorsement RequIred) CJ Restricted Delivery Fee IT1 (Endorsement RequIred) o rtJ Total Postage & A Certified Fee ; ,~, Postmark Here <. ru Cor oration I:J ent 0 . . ox 2235 ~ ilb8i€AP{l9ii;......~;.Ft:..S2S1~223S.......... or PO Box No. . QiY;SOiiO..~.o;j2;(...;;.~.8.~~.~~.~._...._.....