Item S10
BOARD OF COUNTY COMMISSIONERS
Agenda Item Summary
ADD ON
Meeting Date
July 14, 2004
Division
County Attorney
AGENDA ITEM WORDING
Adoption of a resolution (and related form) to implement the 5% payment of the $2700
Capacity Reservation fee in order to allow property owners on Stock Island to connect to
the central wastewater collection system and directing the County Administrator to
commence implementation of the non-ad valorem assessment method to collect the
remainder, Also adoption of an Amendment to the KW Resort Utilities contract with Monroe
County to implement the 50/0 payment,
ITEM BACKGROUND
PREVIOUS RELEVANT BOCC AcnON
Adopted Ordinance No. 027-2003,
CONTRACT/AGREEMENTCHANGES
STAFF RECOMMENDAnONS
TOTAL COST
BUDGETED Yes No
COST TO COUNTY
SOURCE OF FUNDS
APPROVED BY: County Attorney _
OMB/Purchaslng Risk Management.
DIVISION DIRECTOR APPROVAL:
J, R. Collins
DOCUMENTAnON:
Included . t/
To Follow
Not Required
SID
MONROE COUNTY, FLORIDA
SOUTH STOCK ISLAND WASTEWATER ASSESSMENT PROGRAM
INITIAL ASSESSMENT RESOLUTION
ADOPTED JULY 14,2004
SECTION 1.01.
SECTION 1.02,
SECTION 1.03,
SECTION 2.01.
SECTION 2.02,
SECTION 2.03,
SECTION 2,04.
SECTION 2.05.
SECTION 2,06.
SECTION 2.07.
SECTION 3.01.
SECTION 3.02.
SECTION 3,03.
SECTION 4.01.
SECTION 4,02.
SECTION 4,03.
TABLE OF CONTENTS
PAGE
ARTICLE I
DEFINITIONS AND CONSTRUCTION
DEFINITIONS .....".,.....".......",., ,.....,.....,.",...,.,. ,...,..."..",.,.,...",.."" 2
INTERPRETATION.. ........ ........... ..... ............. ,... ,....... ,................ ...... 4
GENERAL FIND IN GS .."....,.,...........,.......,......"...."..,.......,.,.."......,. 5
ARTICLE II
W ASTEW A TER ASSESSMENTS
DESCRIPTION OF PROPERTY TO BE ASSESSED ..................... 7
IMPOSITION OF ASSESSMENTS ..,....................................,.......... 7
PREPAYMENT AMOlJNTS ....,..,.......,.,...."...............,.,.......,.......,... 7
COMPUTATION OF ANNUAL ASSESSMENTS ............."...........7
PREPAYMENT OPTION .......................,.,...,........,......................,.... 9
MANDA TORY PREPAYMENT ...........................,.......................... 9
REALLOCATION UPON FUTURE SUBDIVISION .................... 10
ARTICLE III
NOTICE AND PUBLIC HEARING
NON-AD VALOREM ASSESSMENT ROL ........................000....... 13
PUBLIC HEARING ,.".,..",......,.....".,..",......"....,..............".".."..... 13
NOTICE BY PUBLICATION ..............................,.......................... 13
ARTICLE IV
GENERAL PROVISIONS
METHOD OF COLLECTION ......................................................... 14
SEVERABILITy......",.....,....".............,...,.,......,.....".."....."."........, 14
EFFECTIVE DATE ....., ........... ....... ................. ................................ 14
1
APPENDIX A
APPENDIX B
APPENDIX C
TABLE OF APPENDICES
AFFIDA VIT OF MAILING
Exhibit I Data provided by the KW Resort Utilities Corp.
Exhibit II Form of Mailed Notice
Exhibit III Form of Consent and Acknowledgment Agreement
FORM OF NOTICE TO BE PUBLISHED
INITIAL W ASTEW A TER ASSESSMENT NOTICE FROM
KW RESORT UTILITIES CORP.
RESOLUTION NO. - 2004
A RESOLUTION OF THE BOARD OF COUNTY
COMMISSIONERS OF MONROE COUNTY, FLORIDA,
RELATING TO THE PROVISION OF WASTEWATER
CAPACITY; DESCRIBING THE PROPERTY ELECTING
TO PAY ANNUAL WASTEWATER ASSESSMENTS TO
FUND THE DEFERRED WASTEWATER CAPACITY FEE
AND RELATED COSTS; DETERMINING THE DEFERRED
CAPACITY FEE, INTEREST RATE AND OTHER COSTS
TO BE ASSESSED AND THE OTHER TERMS AND
CONDITIONS OF THE ANNUAL WASTEWATER
ASSESSMENTS; ESTABLISHING THE AMOUNT AND
TERM OF THE ANNUAL WASTEWATER ASSESSMENT
FOR EACH PARCEL OF PROPERTY TO BE ASSESSED;
DIRECTING PREPARATION OF THE INITIAL NON-AD
VALOREM ASSESSMENT ROLL; ESTABLISHING A'
PUBLIC HEARING TO CONSIDER IMPOSITION OF THE
PROPOSED WASlEWATER ASSESSMENTS AND THE
ME1HOD OF THEIR COLLECTION; DIRECTING THE
PROVISION OF NOTICE IN CONNECTION THEREWI1H;
AND PROVIDING AN EFFECTIVE DATE.
NOW, mEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF MONROE COUNTY, FLORIDA, AS FOLLOWS:
ARTICLE I
DEFINITIONS AND CONSTRUCTION
SECTION 1.01. DEFINITIONS. As used in this Resolution, the following
terms shall have the following meanings, unless the context hereof otherwise requires,
"Annual Capacity Fee Payment" means the amount computed for each Tax
Parcel pursuant to Section 2.04(A) hereof
"Board" means the Board of County Commissioners of Monroe County, Florida.
"Capacity Fee" means $2,700 per "equivalent development unit" or "equivalent
dwelling unit," the current capacity fee approved for the Utility by the Florida Public
Service Commission; provided however, that the "Capacity Fee" for property as to which
installment payments have been made as a condition of connecting to the Utility, means
any unpaid balance of such amount that has not been transferred to the County.
"Collection Cost" means the amount computed for each Tax Parcel pursuant to
Section 2.04(B) hereof.
"Consent and Acknowledgment Agreement" means the agreement required by
Sections 2.02 and 2,03 of the Ordinance as a condition precedent to receiving the
privilege of paying the Capacity Fee and related costs in installments as an Wastewater
Assessment rather than as a lump sum at the time of connection to the Utility's vacuum
wastewater system.
"County" means Monroe County, a political subdivision of the State of Florida.
2
"County Administrator" means the chief administrative officer of the County,
designated by the Board to be responsible for coordinating the Wastewater Assessments,
or such person's designee.
"Deferred Capacity Fee" means 95% of the Capacity Fee; provided however,
that the "Deferred Capacity Fee" for property as to which installment payments equal to
or greater than 5% of the amount due have been made and transferred by the Utility to the
County means any unpaid balance. The Deferred Capacity Fee for each Tax Parcel is set
forth in Appendix C to this Resolution.
"Final Assessment Resolution" means the resolution described in Section 2,06
of the Ordinance, which shall confrrm, modify or repeal this Resolution,
"Fiscal Year" means the period commencing on October I of each year and
continuing through the next succeeding September 30, or such other period as may be
prescribed by law as the fiscal year for the County,
"Non-Ad Valorem Assessment Roll" means a non-ad valorem assessment roll,
as defmed in Section 197.3632(l)(e), Florida Statutes.
"Ordinance" means Ordinance No. 027-2003.
"Prepayment Amount" means the amount required to prepay remaining balance
of Wastewater Assessment for each Tax Parcel following certification of the Non-Ad
Valorem Assessment Roll for the ad valorem tax bill to be mailed in November 2004, as
computed annually pursuant to Section 2,04(E) hereof.
"Property Appraiser" means the Monroe County Property Appraiser.
3
"Statutory Discount" means the amount computed for each Tax Parcel pursuant
to Section 2,04(C) hereof.
"Tax Collector" means the Monroe County Tax Collector,
"Tax Parcel" means a parcel of property to which the Property Appraiser has
assigned a distinct ad valorem property tax identification number.
"Tax Roll" means the real property ad valorem tax assessment roll described in
Section 193.114(2), Florida Statutes.
"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" means KW Resort Utilities Corp., a Florida Corporation.
"Wastewater Assessment" means an annual special assessment imposed against
property for which a Consent and Acknowledgment Agreement was executed to fund the
cost of providing wastewater capacity to serve the property and related costs, computed
in the manner described in Section 2.04 hereof.
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 Resolution; and the term "hereafter" means after, and the term "heretofore"
4
means before, the effective date of this Resolution. Words of any gender include the
correlative words of the other gender, unless the sense indicates otherwise.
SECTION 1.03. GENERAL FINDINGS. It is hereby ascertained,
determined and declared that:
(A) Article VIII, Section 1 of the Florida Constitution, and Sections 125.01 and
125,66, Florida Statutes, grant to a board of county commissioners all powers of local
self-government to perform county functions and to render services for county purposes
in a manner not inconsistent with general law, or with special law approved by vote of
the electors, and such power may be exercised by the enactment of county ordinances.
(B) The Board of County Commissioners of Monroe County, Florida, has
enacted the Ordinance to authorize the imposition of Wastewater Assessments to allow
payment of the cost to provide wastewater capacity over a period of years instead of at
the time of connection to the Utility's vacuum wastewater system.
(C) A reduction in the amount of costs due at the time of connection from the
owners of property required to connect the Utility's vacuum wastewater system by the
availability of an Wastewater Assessment option that permits the Deferred Capacity Fee
and related costs to be paid over a period of years provides a special benefit to property
and encourages connection to the vacuum wastewater system on a timely basis.
(D) Since the Deferred Capacity Fee and related costs are directly related to
each specific parcel of property to be assessed, the Wastewater Assessment provides an
equitable method of funding the Deferred Capacity Fee and related costs.
5
(E) In order to reduce the amount of the Wastewater Assessments, the County
will provide an intemalloan for a term up to 20 years with interest at 4.00 percent per
annum. The County's interest rate is lower than the commercial interest rate otherwise
available to the owners of property subject to the Wastewater Assessment.
6
ARTICLE n
WASTEWATER ASSESSMENTS
SECTION 2.01. DESCRIPTION OF PROPERTY TO BE ASSESSED.
The Tax Parcels against which Wastewater Assessments shall be imposed are described
in Appendix C.
SECTION 2.02. IMPOSITION OF ASSESSMENTS.
Wastewater
Assessments shall be imposed against the Tax Parcels described in Appendix C for a
period of five, ten, fifteen or twenty years, as designated in Appendix C for each Tax
Parcel. The first annual Wastewater Assessment will be included on the ad valorem tax
bill to be mailed in November 2004, When imposed, the Wastewater As~essment for
each Fiscal Year shall constitute a lien upon such Tax Parcels pursuant to the Ordinance.
SECTION 2.03. PREPAYMENT AMOUNTS. The Deferred Capacity Fee
for each Tax Parcel to be assessed is set forth in Appendix C. A Prepayment Amount for
each Tax Parcel shall be computed annually, as provided in Section 2.04(E) hereof.
SECTION 2.04. COMPUTATION OF ANNUAL ASSESSMENTS. The
annual Wastewater Assessment shall be computed for each Tax Parcel in the manner set
forth below.
(A) Annual Capacity Fee Payment. The "Annual Capacity Fee Payment" for
each Tax Parcel is set forth in Appendix C hereof and is equal to the debt service on the
Deferred Capacity Fee for such Tax Parcel amortized in equal annual installments over
7
the term designated in Appendix C for such Tax Parcel with interest at 4.00 percent per
annum.
(B) Collection Cost. The "Collection Cost" shall be computed each Fiscal Year
for each Tax Parcel by (1) dividing (a) the Prepayment Amount for such Tax Parcel, by
(b) the sum of the aggregate Prepayment Amount, and (2) multiplying the result by the
estimated cost to be incurred by the CountY during any Fiscal Year in connection with
collection of the Wastewater Assessments.
(C) Statutory Discount. The "Statutory Discount" shall be computed for each
Tax Parcel as the amount allowed by law as the maximum discount for early payment of
ad valorem taxes and non-ad valorem assessments, such amount to be calculated by
deducting (1) the sum of ( a) the Annual Capacity Fee Payment, and (b) the Collection
Cost, from (2) the amount computed by dividing (a) the sum of (i) the Annual Capacity
Fee Payment, and (ii) the Collection Cost, by (b) the factor of 0.96.
(D) Annual Wastewater Assessment. The annual Wastewater Assessment for
each Tax Parcel shall be computed as the sum of (1) the Annual Capacity Fee Payment,
(2) the Collection Cost, and (3) the Statutory Discount.
(E) Adjusted Prepayment Amount. Upon certification of the Non-Ad Valorem
Assessment Roll for each Fiscal Year, the Prepayment Amount for each Tax Parcel shall
be recomputed by deducting (1) the principal amortized by Annual Capacity Fee Payment
determined in Section 2.04(A) above and included on the Non-Ad Valorem AssessmentyRoll for the Tax Parcel, from (2) the Prepayment Amount utilized to compute the annual
8
Wastewater Assessment included on the Non-Ad Valorem Assessment Roll for such Tax
Parcel. The new Prepayment Amount shall become effective upon payment of the ad
valorem tax bill which includes the Wastewater Assessment certified for such Fiscal
Year,
SECTION 2.05. PREPAYMENT OPTION.
(A) The owner of each Tax Parcel subject to the Wastewater Assessments shall
be entitled to prepay all future unpaid annual Wastewater Assessments upon payment of
an amount equal to the sum of (1) the Prepayment Amount for such Tax Parcel, and (2)
interest on the Prepayment Amount, from the date of the most recent ad valorem tax bill,
computed at the rate of 4.00 percent per annum. The amount of all prepayments made
pursuant to this Section 2,05(A) shall be fmal.
(B) During any period commencing on the date the annual Non-Ad Valorem
Assessment Roll is certified for collection pursuant to the Uniform Assessment
Collection Act and ending on the next date on which unpaid ad valorem taxes become
delinquent, the County may reduce the amount required to prepay the future unpaid
annual Wastewater Assessments for the Tax Parcel by the amount of the Wastewater
Assessment that has been certified for collection with respect to such Tax Parcel.
SECTION 2.06. MANDATORY PREPAYMENT.
(A) The owner of a Tax Parcel subject to the Wastewater Assessment shall
immediately prepay all future unpaid annual Wastewater Assessments for such Tax
Parcel if (1) the Tax Parcel is acquired by a public entity through condemnation,
9
negotiated sale or otherwise, or (2) a tax certificate has been issued and remams
outstanding in respect of the Tax Parcel and the County, at its sole option, elects to
accelerate the Wastewater Asses~ment, Failure by the property owner to comply with
this Section 2.06(A), will result in the remaining Prepayment Amount (plus interest
computed at the rate utilized to compute the Annual Capacity Fee Payment in Section
2,05(A) hereof) being placed on the Tax Parcel's ad valorem tax bill for the next Fiscal
Year, in addition to its share of the Collection Cost and Statutory Discount.
(B) The amount required to prepay the future unpaid annual Wastewater
Assessments will be equal to the Prepayment Amount for such Tax Parcel. The amount
of all prepayments made pursuant to this Section 2.06 shall be fmal.
(C) During any period commencing on the date the annual Non-:Ad Valorem
Assessment Roll is certified for collection pursuant to the Uniform Assessment
Collection Act and ending on the next date on which unpaid ad valorem taxes become
delinquent, the County may reduce the amount required to prepay the future unpaid
annual Wastewater Assessments for the Tax Parcel by the amount of the Wastewater
Assessment that has been certified for collection with respect to such Tax Parcel.
SECTION 2.07. REALLOCATION UPON FUTURE SUBDIVISION.
(A) Upon subdivision of any Tax Parcel subject to the Wastewater Assessment,
and compliance with the conditions set forth below, the Prepayment Amount for such
Tax Parcel shall be reallocated among the subdivided parcels.
to
(B) In order to have the Prepayment Amount for such Tax Parcel reallocated in
connection with any such subdivision, the owner shall be required to apply to the County
and comply with each of the following conditions:
(1) a recorded plat, approved site plan or comparable document must be
provided to the County sufficient in detail to describe adequately the location of the Tax
Parcel and the individual parcels in the proposed subdivision;
(2) the Property Appraiser must have assigned distinct ad valorem property tax
identification numbers to each individual subdivided parcel;
(3) at the expense of the property owner, an appraisal must be provided by a
"certified general appraiser," as dermed in Section 475.61 I (g), Florida Statutes, approved
by the County, which indicates the fair market value of the Tax Parcef prior to the
subdivision and the fair market value of each individual subdivided parcel; in
determining the fair market value of the individual subdivided parcels, the appraiser may
take into consideration any infrastructure improvements that are then under construction
if funds sufficient for their completion are secured to the satisfaction of the Board;
(4) a proposed reallocation of the Prepayment Amount to each individual
parcel must be provided to the County; provided however, that no portion of the
Prepayment Amount may be reallocated to property proposed for dedication to the public
or to common use of the subdivided parcels;
(5) the fair market value of each separate parcel after the subdivision must be at
least five times the Prepayment Amount reallocated thereto; and
11
(6) the property owner shall pay an assessment reallocation fee to the County
for each individual parcel resulting from the subdivision, in an amount to be established
by resolution of the Board,
(C) If the owner of any Tax Parcel subject to the Wastewater Assessment
subdivides such Tax Parcel and fails to comply with the foregoing conditions, the County
shall reallocate the Prepayment Amount among the subdivided parcels, based upon the
land value, without improvements, assessed to each subdivided parcel by the Property
Appraiser. At its sole option, the County may obtain an appraisal of the subdivided
parcels at any time and reallocate the Prepayment Amount based upon the land value,
without improvements, reflected in the appraisal. If an appraisal is obtained, the cost of
the appraisal will be allocated among the subdivided parcels on the basis 'of the value
reflected therein and added to the Prepayment Amount of the Wastewater Assessment for
each subdivided parcel in the Fiscal Year following receipt of the appraisal. It is hereby
found and determined that the foregoing method of reallocating the Prepayment Amount
among subdivided parcels is fair and reasonable, taking into consideration the
opportunity for reallocation available to the owner and the requirement to provide
adequate security for the County.
(D) Upon reallocation of the Prepayment Amount for any Tax Parcel among
subdivided parcels, the Annual Capacity Fee Payment for such Tax Parcel shall be
reallocated to the subdivided parcels proportionally to the reallocated Prepayment
Amounts.
12
ARTICLE nI
NOTICE AND PUBLIC HEARING
SECTION 3.01. NON-AD VALOREM ASSESSMENT ROLL. The County
Administrator is hereby directed to prepare the preliminary Non-Ad Valorem Assessment
Roll in the manner provided in the Ordinance. The preliminary Non-Ad Valorem
Assessment Roll shall be maintained by the County Administrator and open to public
inspection, The foregoing shall not be construed to require that the Non-Ad Valorem
Assessment Roll be in printed form if the amount of the Wastewater Assessment for each
Tax Parcel can be determined by use of a computer terminal available to the public.
SECTION 3.02. PUBLIC HEARING. A public hearing will be conducted by
the Board at 5 :05 p.m., or as soon thereafter as the matter can be heard, on August 11,
2004, at the County Commission Chambers in the Harvey Government Center, 1200
Truman Avenue, Key West, Florida, to consider (A) imposition of the Wastewater
Assessments, and (B) collection of the Wastewater Assessments pursuant to the Uniform
Assessment Collection Act.
SECTION 3.03. NOTICE BY PUBLICATION. Upon completion of the
Non-Ad Valorem Assessment Roll, the County Administrator shall publish a notice of
the public hearing authorized by Section 3,02 hereof in the manner and the time provided
in Section 2.05 of the Ordinance. Such notice shall be in substantially the form attached
hereto as Appendix B.
13
ARTICLE IV
GENERAL PROVISIONS
SECTION 4.01. METHOD OF COLLECTION.
The Wastewater
Assessments shall be collected pursuant to the Uniform Assessment Collection Act.
Upon adoption of a Final Assessment Resolution confIrming this Resolution and
imposing the Wastewater Assessments, the Non-Ad Valorem Assessment Roll shall be
certifIed to the Tax Collector pursuant to the Uniform Assessment Collection Act.
SECTION 4.02. SEVERABILITY. If any clause, section or provision of this
Resolution shall be declared unconstitutional or invalid for any reason or cause, the
remaining portion of said Resolution shall be in full force and effect and be valid as if
such invalid portion thereof had not been incorporated herein.
SECTION 4.03. EFFECTIVE DATE. This Resolution shall take effect
immediately upon its adoption.
PASSED AND ADOPTED by the Board of County Commissioners of Monroe
County, Florida, at a regular meeting of the Board held on the 14th day of July, 2004,
Mayor Nelson
Mayor Pro Tern Rice
Commissioner McCoy
Commissioner Neugent
Commissioner Spehar
(SEAL)
Attest: DANNY L.KOLHAGE, Clerk
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By
By
Deputy Clerk
Mayor/Chairperson
14
APPENDIX A
AFFIDA VIT OF MAILING
AFFIDA VIT OF MAILING
STATE OF FLORIDA
COUNTY OF LEON
BEFORE ME, the undersigned authority, personally appeared Camille Tharpe,
who, after being duly sworn, deposes and says:
1. At the direction of the Monroe County Administrator and on behalf ofKW
Resort Utilities Corp., I have mailed or directed the mailing of a notice by ftrst class mail
to the owner of each parcel of property identifted in Exhibit I hereto at the address shown
on the real property assessment tax roll maintained by the Monroe County Property
Appraiser for the purpose of the levy and collection of ad valorem taxes.
2. The notices were mailed on or before April 30, 2004, in the form attached
hereto as Exhibit II to owners of the parcels of property identifted in Exhibit I hereto,
using the number of equivalent dwelling units set forth in Exhibit I. The parcels to be
notifted and the number of equivalent dwelling units assigned to each parcel was
provided by KW Resort Utilities Corp.
3. An Acknowledgment and Consent Agreement in the form attached hereto
as Exhibit III was included with each notice.
FURTIIER AFFIANT SA YETH NOT.
Affiant
STATE OF FLORIDA
COUNTY OF LEON
The foregoing instrument was acknowledged before me by Camille Tharpe, who is
personally known to me or who has produced
as identification and did (did
not) take an oath.
WITNESS, my hand and official seal this _ day of
, A.D., 2004.
Signature of person taking acknowledgment
Name of acknowledger (printed)
My commission expires:
EXHmIT I
DATA PROVIDED BY KW RESORT UTILITIES CORP.
EXHIBIT II
FORM OF MAILED NOTICE
KW Resort Utilities Corp.
6450 College Road
Key West, Florida 33040
(305) 294-9578
Si necesita esta informacion en espaiiol por favor
de Ilame Monroe County a 292-4570
[NAME]
[ADDRESS]
[ADDRESS]
[CITY] [STATE] [ZIP]
[PARCEL ID]
Re: South Stock Island Wastewater Assessment Program
Dear Property Owner:
As you are probably aware, KW Resort Utilities Corp. has entered into an
agreement with Monroe County to provide wastewater capacity for South Stock Island.
Under the rate tariff established by the Florida Public Service Commission, property
connecting to the wastewater system will be required to pay a capacity fee of $2,700 for
each "equivalent dwelling unit" or "EDU" before receiving service, One EDU has been
assigned to each single-family and multi-family residential dwelling unit. EDUs have
been assigned to each commercial parcel based on the wastewater service it requires,
compared to a residential dwelling unit. In other words, if a business requires three times
as much wastewater service as a residential dwelling unit, three EDUs have been
assigned. Your tax parcel, as identified above, has been assigned [INSERT NUMBER]
EDU(s). Under its agreement with the County, KW Resort Utilities Corp. is entitled to
retain $600 of the capacity fee from each EDU for an upgrade to advanced wastewater
treatment and is required to pay $2,100 to reimburse funds advanced by the County under
the agreement.
To make it easier for property owners to connect, the County has developed a
program to fmance 95 percent of the capacity fee. You may choose to pay 5 percent of
the capacity fee ($135 per EDU) now and finance the balance ($2,565 per EDU) for up to
20 years or pay the full $2,700 when you connect to the wastewater system, If you
choose the fmancing plan, the County intends to bill and collect the annual payments as a
special assessment on your ad valorem (property) tax bill. The amounts that will appear
on your tax bill will include 4% interest and your share of the County's cost to put the
assessments on the tax bill. Failure to pay your tax bill, which will include your
assessment, will cause a tax certificate to be issued against the property, which may result
in a loss of title, You may also prepay your remaining assessment in full at any time.
Whether you choose to pay the full capacity fee at connection or participate in the
fmancing program, you will be responsible for hiring and paying a plumber to connect
your property to the wastewater system and for paying the Utility's inspection fee.
If you choose to participate in the County's voluntary deferred payment program,
the amount of your annual assessment will depend on the number of years you choose to
pay. The following chart shows the annual assessment for [INSERT NUMBER) EDUs
over terms of 5, 10, 15 and 20 years.
Term
5 Years
10 Years
15 Years
20 Years
If you wish to participate in the County's voluntary deferred payment program,
you must do the following things prior to July 1, 2004:
I. You must sign and send or deliver the enclosed Consent and
Acknowledgment Agreement to KW Resort Utilities Corp. Two witnesses
to your signature must also sign. You will need to fill in your choice of
term and the corresponding annual assessment in paragraphs (2) and (3),
using the amounts in the table.
2, You must also send or deliver a check for [INSERT AMOUNT] to KW
Resort Utilities Corp. with your signed Consent and Acknowledgement
Agreement. The check must be payable to Monroe County. Florida. If
your check does not clear. it will be returned to you and you will not be
permitted to participate in the County's deferred payment program.
If you do not comply with both of these requirements, you will not be permitted to
participate in the County's voluntary deferred payment program. If you do not choose
to participate, you will be required to pay the full capacity charge at the time of
connection, If you have any questions, please call the General Manager of KW Resort
Utilities Corp., Doug Carter, at 305/294-9578,
The Board of County Commissioners will hold a public hearing to fmalize the
assessments at 5:05 p.m., or as soon thereafter as the matter can be heard, on August 11,
2004, in the County Commission Chambers at Harvey Government Center, 1200 Truman
Avenue, Key West, Florida. You are invited to attend and participate in the public
hearing or to file written comments with the County Administrator's Office prior to or
during the hearing, Whether or not you attend the public hearing, your property will be
included in the deferred payment program if you return the enclosed Consent and
Acknowledgment Agreement and will not be included unless you elect to do so, If you
decide to appeal any decision made by the Board with respect to any matter considered at
the hearing, you will need a record of the proceedings and may need to ensure that a
verbatim record is made, including the testimony and evidence upon which the appeal is
to be made. In accordance with the Americans with Disabilities Act, if you need a
special accommodation or an interpreter to participate in this proceeding, please contact
the County Administrator's office at 305/292-4441 at least 3 days prior to the'hearing.
KW RESORT UTILITIES CORP.
EXHmIT III
FORM OF CONSENT AND ACKNOWLEDGMENT AGREEMENT
CONSENT AND ACKNOWLEDGEMENT AGREEMENT
[INSERT NAME}, (the "Owner"), the sole owner of the property described below
(the "Owner's Property"), intending that it and its successors in interest shall be legally
bound hereby, has executed and delivered this Consent and Acknowledgment Agreement
for the purpose of inducing the Monroe County, Florida (the "County") to impose special
assessments permitting payment of the capacity reservation fee (the "Capacity Fee")
required to connect the Owner's Property to the wastewater system owned and operated
by KW Resort Utilities Corp. (the "Utility") over the tenn of years described in paragraph
(2) rather than immediately upon connection.
The Owner hereby consents and acknowledges as follows:
(1) Under the rate tariff established by the Florida Public Service Commission,
property connecting to the Utility's wastewater system will be required to pay a Capacity
Fee of$2,700 for each "equivalent development unit" or "EDU" before receiving service.
(2) The Owner acknowledges that the number of EDUs assigned to the
Owner's Property ([INSERT NUMBER}) is correct and consents to the imposition of an
annual special assessment to fund 95 percent of the Capacity Fee (the "Annual
Assessment") against the Owner's Property for a period of _ years, The Owner's
Property is described as follows:
[INSERT SUMMARY LEGAL DESCRIPTION FROM TAX ROLL}
(3) Upon the execution of this Consent and Acknowledgement Agreement, the
Owner shall pay $[INSERT 135 x NUMBER OF EDUS}, five percent of the Capacity
Fee, to the County, The Owner acknowledges that an Annual Assessment of $
will be included on the annual ad valorem tax bill for the Owner's Property each year for
the period described in paragraph (2) and that failure to pay the Annual Assessment will
cause a tax certificate to be issued against the Owner's Property which may result in a
loss of title,
(4) The Owner acknowledges that the Annual Assessment provides a special
benefit to Owner's Property by reducing the immediate cost of connecting to the Utility's
wastewater system and that the provision of wastewater service possesses a logical
relationship to the use and enjoyment of the Owner's Property by properly and safely
disposing of wastewater generated on the Owner's Property in an environmentally
responsible manner,
(5) The terms of this Consent and Acknowledgement 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.
IN WITNESS WHEREOF, the Owner has executed and delivered this Consent
and Acknowledgement Agreement this _ day of , 20_"
[INSERT NAME OF OWNER]
By:
Witnesses:
APPENDIX B
FORM OF NOTICE TO BE PUBLISHED
To Be Published on or before July 21, 2004
[INSERT SMALL MAP OF STOCK ISLAND]
NOTICE OF HEARING TO IMPOSE AND
PROVIDE FOR COLLECTION OF SPECIAL ASSESSMENTS
IN THE SOUTH STOCK ISLAND WASTEWATER ASSESSMENT AREA
Si necesita esta informacion en espanol por favor
de llame Monroe County a 292-4570
Notice is hereby given that the Board of County Commissioners of Monroe
County, Florida will conduct a public hearing to consider imposing special assessments
to fund the cost of providing wastewater capacity to serve certain property located on
Stock Island, The special assessments will only be imposed against property for which a
Consent and Acknowledgment Agreement has been executed and delivered to KW
Resort Utilities Corp. by July 1; 2004. The hearing will be held at 5:05 p.rn" or as soon
thereafter as the matter can be heard, on August 11, 2004, at the County Commission
Chambers in the Harvey Government Center, 1200 Truman Avenue, Key West, Florida,
for the purpose of receiving public comment on the proposed assessments and collection
of the assessments on the ad valorem tax roll, All affected property owners have a right
to appear at the hearing and to file written objections with the County Administrator
anytime prior to the public hearing. If a person decides to appeal any decision made by
the Board with respect to any matter considered at the hearing, such person will need a
record of the proceedings and may need to ensure that a verbatim record is made,
including the testimony and evidence upon which the appeal is to be made. In
accordance with the Americans with Disabilities Act, persons needing a special
accommodation or an interpreter to participate in this proceeding should contact the
County Administrator at 305/292-4441 at least 48 hours prior to the date of the hearing.
The assessment for each parcel of property will be based upon the actual cost of
providing wastewater capacity to serve the property and additional costs incurred by the
City related to this program, including interest and collection costs. A more specific
description of the assessment program is set forth in the Initial Assessment Resolution
adopted by the Board on July 14,2004. Copies of the Initial Assessment Resolution and
the preliminary Non-Ad Valorem Assessment Roll are available for inspection at the
County Administrator's office, located at The Historic Gato Cigar Factory, 1100
Simonton Street, Suite 2-205, Key West, Florida,
The assessments will be collected on the ad valorem tax bill, as authorized by
Section 197.3632, Florida Statutes. Failure to pay the assessments will cause a tax
certificate to be issued against the property which may result in a loss of title. The Board
intends to collect the assessments in installments, the frrst of which will be included on
the ad valorem tax bill to be mailed in November 2004.
4441.
If you have any questions, please contact the County Administrator at 305/292-
MONROE COUNTY, FLORIDA
APPENDIX C
INITIAL WASTEWATER ASSESSMENT NOTICE
FROM KW RESORT UTILITIES CORP.
AFFIDAVIT OF MAILING
STATE OF FLORIDA
COUNTY OF LEON
BEFORE ME, the undersigned authority, personally appeared Camille Tharpe,
who, after being duly sworn, deposes and says:
1. At the direction of the Monroe County Administrator and on behalf of KW
Resort Utilities Corp., I have mailed or directed the mailing of a notice by first class mail
to the owner of each parcel of property identified in Exhibit I hereto at the address shown
on the real property assessment tax roll maintained by the Monroe County Property
Appraiser for the purpose of the levy and collection of ad valorem taxes,
2, The notices were mailed on or before April 30, 2004, in the form attached
hereto as Exhibit II to owners of the parcels of property identified in Exhibit I hereto,
using the number of equivalent dwelling units set forth in Exhibit I. The parcels to be
notified and the number of equivalent dwelling units assigned to each parcel were
provided by KW Resort Utilities Corp,
3, An Acknowledgment and Consent Agreement in the form attached hereto
as Exhibit III was included with each notice.
FURTHER AFFIANT SA YETH NOT.
~~
Affiant
STATE OF FLORIDA
COUNTY OF LEON
SID
The foregoing instrument was acknowledged before me by Camille Tharpe, who
is personally known to me or who has produced IV} t4
as identification and did (did
not) take an oath,
WIlNESS, my hand and official seal this 'J.~day of .:s-"'\~ ' AD., 2004.
...~y 1>fJ.
l..~~<< Shari S. Hili
: ~ Co~m;ssion # 00306287
~~OF~ Exp,resApril4.2008
. j ~ 111 . 1Iondtdn., Fain. ___ h:. ---7018
~
J1.J.
taking Q$t~ro.a:>l~ ."je. ,",'\t'~
~~~~ ~\ \\n
Name of acknowledger (printed)
My commission expires: A":;' \ Lj JO()~
'-;-'-! I
1 I A4 BURGER KING
-----r
1 I A4 STOCK ISLE SHOP
1 A4 COMM. BLDG
1 A4 S.F.
1 A5 KEY IRON WORKS.
1 A5 -- -- OFF. STOR.
---
1 A5 COOPERS PAINT
1 A5 SHEET METAL
1 A5 STOR. UNITS
1----- -----
1 A5 TEMPLE CHRIST
-~--
1 A5 DISCOUNT BEV.
~~-~1~---.-'- AS HANSEN BRINGLE ----
1 A5 GULF ATL. HARD.
1 A5 OFF. CONSTR. Ea.
1--
1 A5 BAIL BOND/PLOWITEPP
f-1 f----A5-- PLUMBING STOR
~- ---- --------
1 A5 S.F.
- 1 A5! MALONEY APTS. I~ 6 !
1 A5 I FL. KEYS ELECT.
_~_!\5__ TONYS SHEET
1 A5 SEAVIEW APT
1 A6 S.F
1 A6 BAPTIST TEMPLE
---- --
1 A6 PATRICIA VILL.
_____.__~_.____l.___
1 A6 S.F.
1 A6 S.F.
1 A6! SF
------ ------c-~----- - -- ------- -----
1 A6 _ S.F.
-----------
1 A6 IS. F.
1 A6 I WARE/COMM.
1-- -sJj --- --PEARLSTRL.
1 B1 I S.F.
-~ ~~, P~:SI --L- j-----
---...-
1 i B 1 STOCK ISLE SHOPS-ALT. . i __ _ _ _
~ tih::~i1i~: i~J ...
-1--:--82- r -DMZ CUSTOM 1[---
APPROXIMATE ERe ESTIMATE -11/25/2003
--- --
12
PHASE LINE
LOCATION
!
1_ _ __ ________ _ _._ __ ______________
1 ReSidentialr' Comm ERC@250L-----p-ID-m----
roperty
13.44 124140.0001
-'-'~---'--'- --.-.-----
3.2 125170
4.1 132950
1. 132940
1.441 125380.0003
1 .44 125380
___.m____.._'_._"___"_
1.92 125450.0004
3.8 125450.0003
1 125390
1.32 125610
1.68 125600
3.72 126320
3.06 126330
1 125390
1 125380.0001
11 133210
1: 133050
o 126270
2.312 126290
1 125450.0003
o 125450.0005
1 125470
2.56 125610
01 133060133070
__:1-_
11 133090
~-~--~-
1 133080
1 133100
1 133110
1 133120
3.2 126380
---- .--- -_._----~
o 124140
._-----~
1 124920
-'--'._-_.._"_'_~_,_~
1 124930
3.84 124940
m_...___~____
4.8. 125170
_.._--_._.__._.~-
1 · 124790
-..--
11 124790
-11 125380.0002
--.. -~--~H~~1~~~g~~1
----1-------
--- 1----
-f-----
--- -----
!
6
6
-- --
63
consent and re #'s1.xls
1 OF 5
SID
1 B2 KW WELD
---
1 B2 PITT PAINT
1 B2 KEY CARPET
1 B2 I CPA OFFICE
1 B2 ROOFING STOR.
1 B2 TELE CALL SYS
1 B2 BELL SOUTH r--
1-----
1 B2 TWINCO
1 B2 WELDING SER.
1 B2 KEYS AUTO/1 RES
1 C7 3-MOBILES
1 C7 4-MOBILES
----..-----
1 C7 SPENCER BOATS
1 C7 SA TTELlTE OFF
1 : C7 ALLSTATE
1 E1! CORAL ISLE
1 E1 MURRAY MARINA
1 E1: WATERS EDGE
1 E1 12 MOBILES
1 E1, BRASWELL
._n_.________
1 E1 1 MOBILE
I-- ... ....-
1 E1 A+ROOF
1 E1 7 MOBILES/MOTEL
1 E1 VACANT-124090
1 E2._ ANIMAL VET I
1 E3 PARADISE TRANS.
1 ' E3 I ZIP AUTO
I_-f;E3c- MONROE TIRE- n'
I. 1 --I~l! FIRE DEPT.
1 E3' ROLPHS
.1___ __ E3 , CANDLE/FAMILY
"-1_ E3 i 2 RES.
1 E3 HAIR/APT
1----
1 E3! 6-MOBILES ! 6
---T--f-- E3 I ELEC. SUP. I -------~.
_ _1_ _E~_=r______q~!5!f\J__.____L~__~
1 : E3 I TOM THUMB I
____un.
1 E4 WOODSONS
--------
1 I E4 BOYDS
1 E5 STD. MARINE
1 . E5 SN HARDWARE
1 ,E5 V AC. STORAGE
_~~1___l__E:6 . LAZURUS CAB._.
___J___L.!=i>-1__~F /DAygARE:..
_1 _ I E8 ! RO'{~_
i PHASE 1 TOTALS:
--1---
1 ' 125450.0009
~Or-- 125450.0011
------=--r- 125450:0062
1 i 124880
1 125450.000101
1 125410
1 125390
2.46 125390
1 125380.000101
1.52, 125420
2.4'1'- 127260
3.28 127270
1 127280.0001
1 r 127280.0002
-.
1: _. 127280
o 124150
-.-
19.04 124080
o 124540
-
o 124350
o 124380
o ~4390
..
1 .26 124400
H 2.108! 124410
8 124090
2.34 124440
1 124790
-.
1 124790
..
.~ ! 124800
1 124830
~ ~ i~:~~g
..~ ~~~I~~ -j~~l~
--------.-.~
1: 124840.0001
.----.....
o 124550.0001
._____c_.____
74.62: 125670
~-~ _n_~___ ------------1-WOO
0'" ____+ ....__.____,..._
. .__m_~I_ 125520
4 i 124670. 124660
- ---.----------.--
! .-~~ ~____~-t-= -- ~:~
t- --2-37----- 1-- -----
I
.-..- -
. -..--f--.
;
54
80
___nO j----_
12
. .--.-
1 I
1
26
2
12
--.....- .---.-
103
378
consent and re #'s1.xls
2 OF 5
PHASE! LINE
LOCATION
Residential Comm ERC@250 ~...
2 A1 FUTURE DEV. 4.92 132720
..---... _.._~--
2 A1 LEES QUICK LUBE I 1 132510
-----..--~..I____c__c_~.--.--..---.".--....--...-... '.. -~
~_~._ A1 _<?OLDIESTATOO________ 1.08 132490
2 A1 4 STAR RENTAL 1.5 132460
2 i A1 4UNIT-RES. 3.28 132400
2 A1 TR.PK-6 UNIT 16 01132690-132710
___ 2 .__~ US 1 MARINA________ ___ 22.14 123510
2 A1 SF RES.-123480 -'----- 1 123480
2 A1 PARADISETATOO/STORAGE i 1,123610-123630
2 A1 AUTO SALES/REPAIR: 2.2' 132590
~ -
2 A1 LEO'S 19 14.76 132750
.--- -
_ 2 A 1! CH EVRON-l-. 1 .4 132440
2 '-]\1--1 CHICOS 1 12.8 132410
.-
2 A 1 STOCK ISLAND TRAILER 23 0 132800
_ 2 A1 ~ RES:_=-1~.?580_ _______.____ 1 . 132580
2 A1 BIKE SHOP 2.58 132570
-~ --.--.-
2 A1 20 UNIT STORAG 1. 132650
2 A1 6 MOBilES/OFF/RES 5__ 1.6411~2670-132690
__ 2 A1 NAPA ~= 132560
2 A1 FURNITURE RENTAL _ _4~ 132520
2 A 1 MUl TI-FAMll Y-1 UNIT I 1 ; 132560
--
2 A3 OVERSEAS i 63 O' 125350
--.. .----f----.
2 A3 CENTURY 21 1.08 1241310
2 A3 ISLAND GROCER 2.4 124120
.
2 A3 JOLL YS L1QOURS 1 124110
--- .----.-.... .--.-
2 C1 3-MOBILE! 3 0 126440 126450
--- -~+-~
2 i C1 1-MOBILE 1 0 126440.0002
-
2 C1 2-MOBILE 2 O. 126440.0004
_'-_0'_- _~ _ _____.
2 C1 3-APT 3 0 I 126440.0001
- .-.- - .---
~~ ;LH. g~ ~ S.~-.~~~I~~E 3_ ---===-~--1.6~ I 1264~02~~~~
___2__ __C~~~_ 3-r-.10BILE 3 -%t-----~ 126480
~ g~-IH1~~g~:~~ I ~ --- - 21-----= 1 ~:~~
_ -2 j _ C2 1-MOBILE ----F--1 _ 0' 126460
, ~ · g!~T~~~~~~i~ET' }~=:: -u-f.. m~
__n_ _. _.___ ._~. ._.
2 C2 PAINT/SALES/GARAGE _~_____~ 12E?L80
~.. ; __ g~! WIL;_~~T~TS ~ _Un. ~-~-- ~C~{)710-1267f~
2 C3 FUTURE ! 4 133020
-2' C3 COTTON-5APT -.5 - _-= _-=-f3297.o-13301.o___
1___ 2! C5 . .... WORK YARD.., ___ _ 1 126840
~: g!I-~~M~~{~~r~~-=i =-- -- 1~ -- i~H~~
2 -r g~ · ROD~%~TL1 APTS ~__ \O-_=_:~-=-~-. O!.. - - -__126800
; n_ c51 . MOBILE. .T---T nn_n_ .- ~i ~;;;~~
consent and re #'s 1.xls
3 OF 5
2 C5 AUTO SUP/REP 1.28 127180
~.,_..~- ~-
>- 2 C5 RELIABLE VEND l-~-I----~ 1.28 127170
2 C5 STELLAR CARPET. 2.6 126800
---..
2 C5 REPAIR SHOP 1.92 126780
- ------- 1--
2 C5; KOZV CORN/MA POP 2.41 127140
2 C5 STORAGE YARD -----~-1l 127130
2 C5 ABAND. GAR. --- 1! 127120
e----~- _------=-=-
2 C5 MARINA? ' 8 127380
-~---
2 C5 STORAGE YARD 1 123800.000102
----
2 C6 VACANT/FUTURE 4 127250
..-.-----
2 ! C6 ABAND. SHOP I 4 127250
2 C6 WARE/GARAGE? 4 127250
; ! g~ i AN(~~~~~NIC 9 -==-2.4~~- ~;~
2 -D1 1 _MCKILLUP APTS 12 -------or 126970
I--~_ D1 J S.F. , 1 126990
2 D1 TRIANGLE MARINE I 1 127090
2 -01 ARNOLDS TOWr------1 127000
2 ! D1 SALINE CO ! 2.4 127010
.- ---
2 D1 AUTO SHOP 1 127030
2 ; D1 . ANDREW PROP 1 '~ 127040
2b1lCABINET SHOP - 1 127050
_ 2 D1! REALTOROFF.__ 3.22, - 127060
2 D1 JOPRES BOAT/SF. i 1.38 127080
----
2 D1 FIRE EQUIP. 2.4 126390
2----' D2 ARNOLDS MARINE I 1 133200133190
2 D2 2-S.F. I ~ 0 133170
_LJ_ D2' WAREHOUSE __ - _ ---=--=- 3.84 126390.0001
2 D2! 2-S.F. 2 0 133180
- - - --
2 62 1 LOPEZ APTS 14 0133160133130
____ _------J---___. __ ~_ ~_ _
I ____~.~__.. ,._
PHASE 2 TOTALS: 21~-t--~~---+
consent and re #'s 1.xls
4 OF 5
PHASE! LINE LOCATION .Residentiallcomm ERC@250 ----
~ .' ~i o;1~~Y~E -100 ,- :j - 1238001~~~
7-- C5 W. PRICE~ 1 126550
3 i F1 PENINSULA MARINA --I 60 127470
3 F1 STOCK ISLE LOBSTER 4 123680
t--:f F1 REFRIDGERATION 4 125930
- 3 F1 GULF SEAFO~D- . .132f- 125990
~~.r-Fr.- WYLAN/ART/TROP-.. --____--2.4 125950.0001
3 F1 SKT BLDG.==t. 1.21 125950
~~ F2 HICKORY H9USE ! - 24.481 126210
~- F2! WILLET MARINE i 4! 127470
3 ~CEANSIDE 80 127420
3 F3! COCONUT GR6V1-f 34 125770
3 ..F3 I 4-MOBILES _ 4 0 126110.0001
3 F3l STYRONS 14! 0 i 132370
---r-,--~; H~~~~~:~~T 9.1 ~F ~~~~~~
-3 F3 SAWYER WELLS 1 125950
3 ' F3 HARBOR SHORES 80 0 133760
3 F3 STOCK ISLE LOBSTER 4 125850
3 F3 MAX TAXI 7.04 125820
3 F3.. EL SENOR ROLJGHY =+ 9.84 125740
L Fkaa_--+-__ 5 123610
City Electric _-+- . 5' 12355
~ . . !. i. ~:aTEDU~ 1- .1479T-~---':
consent and re #'s1.xls
5 OF 5
ParcellD
Assessment
Term Owner Name
Deferred Annual
Capacity Capacity Fee
Fee Payment
Maximum
Annual
Assessment
00124390-000000 10 Years BONNETTMATTHEWR $2,574.13 $316.37 $343.02
BK 31 LT 5 STOCK ISLAND MALONEY SUB SUBDIVISION PBI-55 OR34-31-32 ORI111-2422DC(JB) (UNRECORDED MIL-SMITH O)(CS)
00124400-000000 20 Years QUESADO CORA ESTATE $2,539.03
BK 31 LT 6 STOCK ISLAND MALONEY SUB PBI-55 0R2-157/158 ORI559-1502D/C(LG) ORI922-466D/C(CMS)
$189.42
$209.39
00124410-000000 20 Years CMT PROPERTY MANAGEMENT LLC $2,574.13 $189.42 $209.39
STOCK ISLAND MALONEY SUB PBI-55 LOT 7 SQR 31 & LOT 8 SQR 310R624-88 OR624-89 OR522-377 OR796-2190 OR826-1492
00124440-000000 20 Years BURRIN FRED R DVM $2,574.13 $189.42 $209.39
STOCK ISLAND MALONEY SUB PBI-55 LOTS 10 & It BLK 31 OR454-8JO OR849,I155 RE 12445 COMBINED FOR ASSESSING
00124810-000000 5 Years CONSOLIDATED ELECfRICAL DISTRIBUTORS INC $3,706.75 $828.55 $886.55
STOCK ISLAND MALONEY SUB PBI-55 LOTS 6 & 15 & W'LY 18' 7 & 14 SQR 35 OR542-128 OR995-1855/ 62(VE) OR997-1283/84(JMH)
00125390-000000 20 Years THE COTTON OF KEY WEST LIMITED PARlNERSHIP $2,574.13 $189.42 $209.39
STOCK ISLAND MALONEY SUB SUBDIVISION PBI-55 E 100 FT OF W300 FT SQR 41 OR348-391-392 OR684-167 ORJ094-1139/40(JMH)
00125430-000000 20 Years OVIDEKATHRYNANN& $2,574.13 $189.42 $209.39
STOCK ISLAND MALONEY SUB PB I-55 E 100 FT SQR 41 PB I-55 OR435-909 ORI558-2362/63/PET(JMH) ORI558-2367173/WILLlCASE
00125440-000000 20 Years CATES CRAIG & CHERYL $5,148.26 $378.84 $418.78
STOCK ISLAND MALONEY SUB SUBDIVISION PB I-55 PT E'L Y 100 FT SQR 41 OR398-141/142 ORI207-972173 ORI41 0-2326/32
00]25450-000300 20 Years GIL ANTONIO SR & CATHERINE LIE $5,148.26 $378.84 $418.78
STOCK ISLAND MALONEY SUB PB I-55 PART SQR 42 OR462-995/996 ORI ] 67-1493/94(JMH) RE 125450-00030 I COMBINED
00 I 25450-000500 I 0 Years SIMONS BRUCE & JUDITH K $] 5,444.78 $1,898.22 $2,058.12
STOCK ISLAND MALONEY SUB PBI-55 PART SQR42 OR501-]45 OR746-13 ORI379-1843/45C(JMH) OR1379-1846/48(JMH)
00125750-000000 20 Years GIL EMIGDIO ANTONIO $36,037.82 $2,651.88 $2,931.46
STOCK ISLAND MALONEY SUBDIVISION PBI-55 SE'LY ]/2 LOT 19 & ALL LOT 20 BLK45 G64-301/302 RE: 12576 COMBINED
00125820-000000 20 Years SAUNDERS & DOELMAN TRANSPROP LLC $7,567.94 $556.89 $615.61
STOCK ISLAND MALONEY SUB LOTS 29 30 & 31 SQR45 MACDONALD'SSUB PBI-55 OR491-583/84 RE: 12583 & ]2584 COMBINED
C-I
,_c;J D
Parcel ID
Assessment
Term Owner Name
Deferred Annual
Capacity Capacity Fee
Fee Payment
Maximum
Annual
Assessment
00125990-000000 20 Years BOWEN ALFRED & JOY & OROPEZA SCOTT G & ELIZABETH $2,574.13 $189.42
BK 45 L T 51 STOCK ISLAND MALONEY SUB SUBDIVISION PB I-55 OR542-809 OR645-200 OR828-612 ORI239-832/39/WILL
00126080-000000 20 Years STROBLE & LEE ENTERPRISES INC $2,574.13 $189.42
BK 46 LT 3 STOCK ISLAND MALONEY SUB SUBDIVISION PBI-55 OR40-370 OR512-895 OR820-1314/15 ORI020-929/30 OR1025-1292
00126110-000000 20 Years COTTON OF KEY WEST LIMITED PARTNERSHIP THE $2,574.13 $189.42
STOCK ISLAND MALONEY SUB PBI-55 NE'L Y 120' OF SE'L Y 1/2 L0T14 BLK 46 OR626-449 OR722-633-D/C OR798-480
00126110-000100 20 Years COTTON OF KEY WEST LIMITED PARTNERSHIP THE $2,574.13 $189.42
STOCK ISLAND MALONEY SUB PBI,55 SE'L Y 1/2 LOT 14 LESS NE'L Y120' & SE'L Y 1/2 LOT 37 SQR 46 OR987-52/53
00126130-000000 20 Years COTTON OF KEY WEST LIMITED PARTNERSHIP THE $2,574.13 $ 189.42
STOCK ISLAND MALONEY SUB PBI-55 NE'L Y 120' OF NW'L Y 1/2 L0T15 BLK 46 OR626-449 OR722-633-D/C OR798-480
00126130-000100 20 Years COTIONOFKEYWESTLIMITEDPARTNERSHIPTHE $2,574.13 $189.42
NW'L Y 1/2 LOT 15 LESS NE'L Y 120' & NW'L Y 1/2 LOT 36 SQR 46 OR987-52/53 ORI094-1137/38(JMH) ORI535-1225/26Q/C(JMH)
00126270-000000 10 Years SIMONS STEPHEN MARK $15,444.78 $1,898.22
BK 47 LT I STOCK ISLAND MALONEY SUB SUBDIVISION PBI-55 Z-200R703-604 OR758-1655-1656 OR785-1895 OR846-444/C
00126330-000000 20 Years HENDRICKS LARRY B & JULIE S $2,574.13 $189.42
STOCK ISLAND MALONEY SUB SUBDIVISION PBI-55 LOTS 7-8-9 & 10SQR 47 Z-20 OR703-604 OR758-1655/56 OR846-442/443
00126370-000100 20 Years PARKER DEREK & OROPEZA SCOTT G & ELIZABETH C $2,574.13 $189.42
356725 STOCK ISLAND MALONEY SUBDIVISION PBI-55 PT LOT II BLK47 .84 AC OR787-1994 OR866-1 875/1 876C ORI235-2016/17
$209.39
$209.39
$209.39
$209.39
$209.39
$209.39
$2,058.12
$209.39
$209.39
00126480-000000 20 Years RODRIGUEZ MICHAEL & KAREN $5,148.26 $378.84 $418.78
STOCK ISLAND MALONEY SUB SUBDIVISION PB I-55 PT WI/2 SQR 510R289-207/208 RE:12647 COMBINED WITH THIS PARCEL FOR ]981
00126490-000000 5 Years GAL VAN ILUMINADA $2,574.13 $575.38
STOCK ISLAND MALONEY SUB SUBDIVISION PB I-55 PT WI/2 SQR 510R452-777 OR823-548D/C OR823-549 ORI 123-438(JMH)
00126710-000000 20 Years WILSON APARTMENTS INC $10,296.52 $757.68
BK 53 LT 12 STOCK ISLAND MALONEY SUB SUBDIVISION PBI-55 OR141-301 PROBATE #87-1 88-CP-08 ORI015-285/286WILL
C-2
$615.66
$837.56
ParcellD
Assessment
Term Owner Name
Deferred Annual
Capacity Capacity Fee
Fee Payment
Maximum
Annual
Assessment
00]26720-000000 20 Years WILSON APARTMENTS INC $]2,870.65 $947.10 $],046.95
BK 53 LT 13 STOCK ISLAND MALONEY SUB SUBDIVISION PB]-55 OR]41-301 PROBATE #87-1 88-CP-08 ORIO]5-285/286WILL
00]26730-000000 20 Years WILSON APARTMENTSINC $]2,870.65 $947.10 $1,046.95
BK 53 LT]4 STOCK ISLAND MALONEY SUB SUBDIVISION PB]-55 OR]4]-301 PROBATE #87-1 88-CP-08 OR]0]5-285/286WILL
00126820-000000 20 Years RODRIGUEZ JOSE A & CARMEN TRS $]5,444.78 $],136.52 $1,256.34
BK 53 L T 28 STOCK ISLAND MALONEY SUB SUBDIVISION PBI-55 G62-178-179 OR805-] 421 ORI349-112(JB) OR]454-527/28(JB)
00]26830-000000 20 Years RODRIGUEZ JOSE A & CARMEN TRS $2,574.13 $]89.42 $209.39
BK 53 LT 29 STOCK ISLAND MALONEY SUB SUBDIVISION PB]-55 G62-178-179 OR805-]421 ORI349-] ]2(JB) ORI454-527/28(JB)
00126840-000000 20 Years RODRIGUEZ JOSE A & CARMEN TRS $2,574.13 $189.42 $209.39
BK 53 LT 30 STOCK ISLAND MALONEY SUB SUBDIVISION PB]-55 G62-178-]79 OR805-]42] OR1349-1 ]2(JB) OR]454-527/28(JB)
00127]40-000000 20 Years SOSA ARMANDO SR $6,177.91 $454.6] $502.54
BK 54 LT 33 & PT LOT 34 MALONEY SUBD PBI-55 OR4]6-689/690 OR825-854/855 ORI ]40-]99]/1992 ORI142-202] (UR D/C ON FILE
00127210-000000 20 Years RODRIGUEZ RAMON F & PATRICIA A $2,574.13 $]89.42 $209.39
BK 54 LT 40 STOCK ISLAND MALONEY SUB SUBDIVISION PB],55 OR605-466 ORI00]-337C ORIOOI-338(CRC) ORI072-19IDceJB)
00127220-000000 20 Years RODRIGUEZ RAMON F & PATRICIA A $2,574.13 $]89.42 $209.39
BK 54 LT 41 STOCK ISLAND MALONEY SUB PB I-55 OR605-466 OR]00]-337C ORI00]-338(CRC) ORI072,] 9 IDceJB)OR 1073
00]27280-000100 10 Years SPENCER ROBERT E & JERRY L $2,574.13 $316.37 $343.02
STOCK ISLAND MALONEY SUB PB]-55 PT SQR 55 OR399-422-423 OR486-]003-]005E OR538-900 OR687-834-E PROBATE #73-96-CP-]2
00]27420-000100 20 Years OROPEZA SCOTT G & ELIZABETH A OROPEZA $2,574.13 $]89.42
STOCK ISLAND MALONEY SUB PBI-55 PT LOTS ]-2 & 3 SQR 6] ORI380-841/842(JMH) OR] 402-] 644/45(JMH)
$209.39
00127420-000609 20 Years HARLOW JAMES MYRON TRUSTEE $514.83 $37.88
OCEANSIDE MARINA CONDOMINIUM UNIT 609 & .5448% COMMON ELEMENTS ORI 582-247 I (ND) OR] 784-383(CTT)
$41.88
00127420-000617 20 Years DEMCHAK MICHAEL & LAURA $514.83 $37.88
OCEANSIDE MARINA CONDOMINIUM UNIT 617 & .5448% COMMON ELEMENTS OR] 555-2124(JMH) OR] 769-1309(CTT)
$41.88
C-3
Parcel ID
Assessment
Term Owner Name
Deferred Annual
Capacity Capacity Fee
Fee Payment
Maximum
Annual
Assessment
00127420-000628 20 Years ANAPOL PAUL R $514.83
OCEANSIDE MARINA CONDOMINIUM UNIT 628 & 1.0673% COMMON ELEMENTS ORI413-1755(JB)
$37.88
$41.88
00127420-000630 5 Years LEE JAMES A & NORRIS LINDA L $514.83 $115.08
OCEANSIDE MARINA CONDOMINIUM UNIT 630 & .9209% COMMON ELEMENTS ORI416-1666(CMS) ORI522-143(CMS)
$123.13
00127420-000652 20 Years HARLOW JAMES $514.83 $37.88
OCEANSIDE MARINA CONDOMINIUM UNIT 652 & .9317% COMMON ELEMENTS ORI521-163(ND) ORI782-312(CMS)
$41.88
00127420-000659 5 Years SMITH, NIGEL J. $514.83 $115.08 $123.13
OCEANSIDE MARINA CONDOMINIUM UNIT 659 & .9294% COMMON ELEMENTS ORI441-1641(JB) ORI579-34/AFF(JMH) ORI579-35(JMH)
00127420-000673 20 Years HARLOW JAMES MYRON TRUSTEE $514.83 $37.88 $41.88
OCEANSIDE MARINA CONDOMINIUM UNIT 673 & 1.1974% COMMON ELEMENTS ORI414-155(JB) ORI534-137(ND) OR1665-241 O(CMS)
00127420-000676 20 Years CVS OF SE MISSOURI PROFIT SHARING PLAN $514.83 $37.88 $41.88
OCEANSIDE MARINA CONDOMINIUM UNIT 676 & 1.1916% COMMON ELEMENTS OR1415-563 OR1930-1557 ORI964-372/73
00127430-000104 20 Years ADAMS LILO E $2,574.13
UNIT 104 & 1/22% COMMON ELEMENTS OCEANSIDE RESIDENTIAL CONDOMINIUM ORI927-1010(LG)
$189.42
$209.39
00]27440-003200 20 Years PRITZ DALE $514.83
UNIT 1-8 & 1/52% COMMON ELEMENTS OCEANSIDE EAST DRY STORAGECONDOMINIUM ORI947-221<X:LG)
$37.88
$41.88
00127470-000000 20 Years MING EJ JR & MING ROBERT M $283,154.30 $20,836.20
STOCK ISLAND MALONEY SUB PB 1-55 LOT 56 ADJ BAY BTM SQR 6]OR638-181 OR638-182 OR638-184/185 ORI139-336/338
$23,032.90
00132400-000000 20 Years K M TOMITA INC $10,296.52
BK L T I SUNKREST STOCK ISLAND PB-1- I 07 OR565-542 OR783-1679-1680Crr OR807-2248 OR950-952
$757.68
$837.56
00132410-000000 20 Years K M TOMITA INC $32,948.86 $2,424.58 $2,680.]9
SUNKREST PB 1- J 07 STOCK ISLAND LOTS 2 & 3 OR565-542 OR565-544Q/C OR783-] 679/80Crr OR80 1-2500R807-2248 OR950-952 RE 13242
00132440-000000 5 Years STOCK ISLAND CHEVERON INC & MAUN JAMES J $3,603.78 $805.53 $861.92
SUNKREST PB I-I 07 STOCK ISLAND LOTS 4-5 & 6 OR] 0 1-455/456 0R232-424/426 OR423-622/624 ID #4-057007 RE 13243 & 13245 COMBINED
C-4
ParcellD
Assessment
Term Owner Name
Deferred Annual
Capacity Capacity Fee
Fee Payment
Maximum
Annual
Assessment
00132460-000000 20 Years LEMON WILLIAM L & GILBERT MICHAEL L TIC $2,574.13 $189.42 $209.39
SUNKREST STOCK ISLAND PB-I-107 LOT 7 & 8 OR493-666-667 OR767-133ID/C CASE#85-224-CP-23 CASE#85-349-CP-12 ORII17-2420(VC)
00132490-000000 20 Years LEMON WILLIAM L & GILBERT $2,574.13 $189.42 $209.39
SUNKREST PBI-107 STOCK ISLAND LOT 10 & E 30' LT II OR386-280/281 OR438-609/611 OR759-839 OR777-573/574 ORII12-282/283(CSP)
00132520-000000 20 Years MURRAY DAVID J & MARY C TR'S $2,574.13 $189.42 $209.39
SUNKREST PBI-I 07 STOCK ISLAND LOTS 13-14-15 & SW'L Y 30' LOTI 6 OR522-592 OR718,619 CASE #76-1094-CA-04 OR879-1747
00132560-000000 5 Years GROSSMAN LYNN TRUSTEE $7,207.56 $1,611.06 $1,723.85
SUNKREST PB I-I 07 STOCK ISLAND NW20' LOT 16 & ALL LOT 17 OR53 1-744 CASE #76-1 094-CA-04 OR687-332 CASE #80-311-CP
00132720-000000 20 Years MURRAY DAVID J & MARY C TR'S $5,148.26 $378.84 $418.78
BK LT 32 SUNKREST STOCK ISLAND PB-l-107 OR522-592 OR718-619CASE #76-1094-CA-04 OR974-1497 ORI411-576Q/C(CMS)
00133050-000000 20 Years GIL ANTONIO JR & GIL EMIGDIO A
BK LT I A RESUB OF A PART OF BL48 PB3-86 STOCK ISLAND 0R205-209/212 ORI157-319(JMH)
$2,574.13
$189.42
$209.39
00133180-000000 20 Years CISNEROS YRAIDA & GARCIA ESTELA M CISNEROS
BK L T 16 A RESUB OF A PART OF BL48 STOCK ISLAND PB3-86 OR179-286/287 OR831-1 004U A
$2,574.13
$189.42
$209.39
00133760-000101 20 Years LONG CONNIE L $2,574.13 $189.42 $209.39
HARBOR SHORES, A CONDOMINIUM UNIT I & 1.4285% INTEREST COMMON ELEMENT OR989-350 OR999-138 ORI229,I99CT OR1418-394/95
00133760-000103 20 Years COLEMAN TIM $2,574.13
HARBOR SHORES, A CONDOMINIUM UNIT 3 & 1.4285% INTEREST COMMON ELEMENT OR991-1998/1999
$189.42
$209.39
00133760-000105 10 Years PATRIAS ALAN P $2,574.13 $316.37 $343.D2
HARBOR SHORES, A CONDOMINIUM UNIT 5 & 1.4285% INTEREST COMMON ELEMENT OR986-1293 (UNRECORDED D/C ON FILE)CMS
00133760-000111 20 Years HERSEY VIRGINIA $2,574.13 $189.42 $209.39
HARBOR SHORES, A CONDOMINIUM UNIT II & 1.4285% INTEREST COMMON ELEMENT OR989-373/374 U/R D/C(HERSEY DANIEL)(ND)
00133760-000112 20 Years HERSEYGEORGEF&PAM $2,574.13 $189.42
HARBOR SHORES, A CONDOMINIUM UNIT 12 & 1.4285% INTEREST COMMON ELEMENT ORI007-658(LD) ORI398-1004/05(JB)
$209.39
C-5
ParcellD
Assessment
Term Owner Name
Deferred Annual
Capacity Capacity Fee
Fee Payment
Maximum
Annual
Assessment
00133760-000116 20 Years FLECKSHARONG $2,574.13 $189.42 $209.39
HARBOR SHORES, A CONDOMINIUM UNIT 16 & 1.4285% INTEREST COMMON ELEMENT OR998-1353 OR I I 96-1324DC ORI252-198I/l983(PET)
00133760-000117 10 Years SASSAMAN HARRY W & HARRY J SASSAMAN $2,574.13 $316.37
HARBOR SHORES, A CONDOMINIUM UNIT 17 & 1.4285% INTEREST COMMON ELEMENT OR991-2012/2013 ORI444-1275/76(JB)
00133760-000119 10 Years DRYDEN ISABEL, LORD BEVERLY DRYDEN $2,574.13
HARBOR SHORES, A CONDOMINIUM UNIT 19 & InO INTEREST COMMONELEMENT OR995-0029/30
$316.37
$343.02
$343.02
00133760-000127 20 Years HEPBURNLEONARDE&ANNETIEE $2,574.13 $189.42 $209.39
HARBOR SHORES, A CONDOMINIUM UNIT 29 & 1.4285% INTEREST COMMON ELEMENT OR986-1279/l280 (UNRECORDED DIC ON FILE-CMS)
00133760-000128 20 Years WEAN JON E $2,574.13 $189.42
HARBOR SHORES, A CONDOMINIUM UNIT 30 & 1.4285% INTEREST COMMON ELEMENT OR995-0031/32 ORI352-1919/20(JB)
$209.39
00133760-000129 20 Years CONROY BRENDA K $2,574.13 $189.42 $209.39
HARBOR SHORES, A CONDOMINIUM LOT 31 & 1/70 INTEREST COMMON ELEMENT OR986-1263/1264 ORI 006-28 I (LD) ORI093-499(CAW)
00133760-000143 20 Years VILLAREAL FLOYD A $2,574.13 $189.42
HARBOR SHORES, A CONDOMINIUM UNIT 45 & 1.4285% INTEREST COMMON ELEMENT OR996,I796/97 ORI 080-1475(CA W)
00133760-000147 20 Years LANG RICHARD A $2,574.13 $189.42
HARBOR SHORES, A CONDOMINIUM UNIT 49 & 1.4285% INTEREST COMMON ELEMENT OR986-1289 ORI356-2241/42AFF/DC(JB)
00133760-000150 20 Years LONGPATRICIAS $2,574.13 $189.42
HARBOR SHORES, A CONDOMINIUM UNIT 52 & SI/2 UNIT 53 & 2.1427% INTEREST COMMON ELEMENT OR986-12830R986-1291
00133760-000154 20 Years SCARABINOHENRY $2,574.13 $189.42
HARBOR SHORES, A CONDOMINIUM UNIT 56 & 1.4285% INTEREST COMMON ELEMENT OR991-2002/2003 ORI022-1040R/S(CAW)
$209.39
$209.39
$209.39
$209.39
00133760-000156 20 Years MC CABE WILLIAM & NANCY $2,574.13 $189.42 $209.39
HARBOR SHORES, A CONDOMINIUM UNIT 58 & 1.4285% INTEREST COMMON ELEMENT OR996-1816 ORI16 I -933Q/C(VC) ORI489-2401l02C(JM
00133760-000157 20 Years PINADELORES $2,574.13 $189.42
HARBOR SHORES, A CONDOMINIUM UNIT 59 & 1/70 INTEREST COMMONELEMENT ORIOIO-1464/65 ORI042-1846 ORI277-1976/77
C-6
$209.39
Parcel 10
Assessment
Term Owner Name
Deferred Annual
Capacity Capacity Fee
Fee Payment
Maximum
Annual
Assessment
00133760-000158 5 Years SIMS ROBERT JAMES & NANCY W $2,574.13 $575.38 $615.66
HARBOR SHORES, A CONDOMINIUM UNIT 60 & 1/70 INTEREST COMMONELEMENT OR 986-1269 (VIR DC ON FILE-HERRING B E)JB OR1313-5
00133760-000160 5 Years FOX ELLIOTT Z DDS $1,709.13
HARBOR SHORES, A CONDOMINIUM UNIT 102 & 1.4285% INTEREST COMMON ELEMENT OR 989-352
$575.38
$615.66
00133760-000162 5 Years BITTNER DALE L $2,574.13 $575.38
HARBOR SHORES, A CONDOMINIUM UNIT 104 & 1.4285% INTEREST COMMON ELEMENT OR995-0025 ORI308-1529/30(JB)
$615.66
00133760-000163 20 Years VITALE PHILIP $2,574.13 $189.42
HARBOR SHORES, A CONDOMINIUM UNIT 105 & 1.4285% INTEREST COMMON ELEMENT OR986-1271 ORI 046-171/1 72P/R(CA W)
$209.39
C-7